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
Ian Moravek Ian Moravek's TD Ameritrade Experience February 2009 - April 2011
Job Financial Advisor at USAA
Industry Financial Services
Experience
USAA March 2011 - Present
TD Ameritrade February 2009 - April 2011
Edward Jones February 2003 - February 2009
MasterLink 2001 - 2003
Skills
Wealth Management, Series 7, Investments, Retirement Planning, Finance, Investment Advisory, Mutual Funds, Asset Allocation, Series 63, Retirement, Portfolio Management, Investment Strategies
Education
The University of Texas at Arlington 1995 — 1998
Business, Marketing
USAA March 2011 - Present
TD Ameritrade February 2009 - April 2011
Edward Jones February 2003 - February 2009
MasterLink 2001 - 2003
Skills
Wealth Management, Series 7, Investments, Retirement Planning, Finance, Investment Advisory, Mutual Funds, Asset Allocation, Series 63, Retirement, Portfolio Management, Investment Strategies
Education
The University of Texas at Arlington 1995 — 1998
Business, Marketing
Baltazar Camacho Baltazar Camacho's TD Ameritrade Experience May 2009 - September 2009
Job Texas Property Buyers LLC , Regional Director
Industry Real Estate
Experience
Texas Property Buyers LLC June 2010 - Present
Camacho Pedicabs LLC August 2010 - December 2012
TD Ameritrade May 2009 - September 2009
Skills
Customer Service, Microsoft Office, Sales, Marketing, Management, Negotiation, Research, PowerPoint, Strategic Planning, Team Building, New Business Development, Contract Negotiation, Microsoft Word, Social Media, Business Strategy, Public Speaking, Budgets, Microsoft Excel, Sales Management, Project Management, Account Management, Business Development, Marketing Strategy
Education
The University of Texas at Austin 2004 — 2009
BS, Philosophy / Ethnic Studies / Business
Texas Property Buyers LLC June 2010 - Present
Camacho Pedicabs LLC August 2010 - December 2012
TD Ameritrade May 2009 - September 2009
Skills
Customer Service, Microsoft Office, Sales, Marketing, Management, Negotiation, Research, PowerPoint, Strategic Planning, Team Building, New Business Development, Contract Negotiation, Microsoft Word, Social Media, Business Strategy, Public Speaking, Budgets, Microsoft Excel, Sales Management, Project Management, Account Management, Business Development, Marketing Strategy
Education
The University of Texas at Austin 2004 — 2009
BS, Philosophy / Ethnic Studies / Business
Jamie Carmack Jamie Carmack's TD Ameritrade Experience June 1999 - February 2001
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade January 2002 - Present
Fidelity Investments March 2001 - January 2002
TD Ameritrade June 1999 - February 2001
Frost Bank September 1994 - May 1999
Education
The University of Texas at Arlington 1994 — 1999
Bachelor of Business Administration (B.B.A.), Finance, General
Scottrade January 2002 - Present
Fidelity Investments March 2001 - January 2002
TD Ameritrade June 1999 - February 2001
Frost Bank September 1994 - May 1999
Education
The University of Texas at Arlington 1994 — 1999
Bachelor of Business Administration (B.B.A.), Finance, General
Richard Leeds Richard Leeds's TD Ameritrade Experience November 2013 - Present
Job Financial Services Representative at TD Ameritrade
Industry Retail
Experience
TD Ameritrade November 2013 - Present
Best Buy July 2011 - November 2013
Best Buy August 2010 - July 2011
Best Buy February 2007 - August 2010
Skills
Inventory Control, Inventory Management, Operational Execution, Loss Prevention, Customer Experience, Customer Satisfaction, Inventory Analysis, Physical Inventory, Process Improvement, Microsoft Excel, Management, Retail, Computer Proficiency, Microsoft Access, People Development, Access, Merchandising, Series 7, Series 63
Education
The University of Texas at Arlington
TD Ameritrade November 2013 - Present
Best Buy July 2011 - November 2013
Best Buy August 2010 - July 2011
Best Buy February 2007 - August 2010
Skills
Inventory Control, Inventory Management, Operational Execution, Loss Prevention, Customer Experience, Customer Satisfaction, Inventory Analysis, Physical Inventory, Process Improvement, Microsoft Excel, Management, Retail, Computer Proficiency, Microsoft Access, People Development, Access, Merchandising, Series 7, Series 63
Education
The University of Texas at Arlington
Travis Schwartz Travis Schwartz's TD Ameritrade Experience January 1998 - August 2000
Job Experience Business Transformation Consultant
Industry Information Technology and Services
Experience
Grant Thornton LLP September 2013 - Present
MarketSphere Consulting October 2005 - August 2013
RemitPro January 2004 - November 2005
Conagra Foods, Inc January 2002 - January 2004
TD Ameritrade January 1998 - August 2000
Skills
ERP, Oracle E-Business Suite, Business Process, Oracle Applications, Oracle Discoverer, Strategy, Forecasting, Program Management, Software Project..., Project Management, Business Process..., Oracle HR, Project Implementation, Oracle, Process Improvement, Integration, Oracle Financials, Software Implementation, International Project..., Business Analysis, Management, Finance, Financial Reporting, Management Consulting, Accounting, Leadership, Consulting
Education
The University of Texas at El Paso 2005 — 2009
MBA, Business
University of Nebraska-Lincoln 1996 — 2000
Bachelors, Finance, MIS
Grant Thornton LLP September 2013 - Present
MarketSphere Consulting October 2005 - August 2013
RemitPro January 2004 - November 2005
Conagra Foods, Inc January 2002 - January 2004
TD Ameritrade January 1998 - August 2000
Skills
ERP, Oracle E-Business Suite, Business Process, Oracle Applications, Oracle Discoverer, Strategy, Forecasting, Program Management, Software Project..., Project Management, Business Process..., Oracle HR, Project Implementation, Oracle, Process Improvement, Integration, Oracle Financials, Software Implementation, International Project..., Business Analysis, Management, Finance, Financial Reporting, Management Consulting, Accounting, Leadership, Consulting
Education
The University of Texas at El Paso 2005 — 2009
MBA, Business
University of Nebraska-Lincoln 1996 — 2000
Bachelors, Finance, MIS
Nasiba Sharipova, MBA Nasiba Sharipova, MBA's TD Ameritrade Experience 2014 - 2014
Job Financial Analyst
Industry Investment Management
Experience
Lockheed Martin 2014 - 2015
TD Ameritrade 2014 - 2014
NEC Corporation of America 2014 - 2014
US Embassy, Dushanbe 2004 - 2009
Skills
PowerPoint, Research, System Administration, Photoshop, Access, Public Speaking, English, Project Management, Budgets, Microsoft Excel, Management, Microsoft Word, Leadership, SAP Project Management, Linear Programming, Multiple regression..., Feasibility Studies, Analysis, International Relations, Strategic Planning, Microsoft Office, Process Improvement, Finance, Program Management
Education
The University of Texas at Arlington - College of Business Administration 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, 3.5
The University of Texas at Arlington - College of Business Administration 2010 — 2013
Bachelor of Business Administration (BBA), Management, Graduated Magna Cum Laude
Tymen State University 2003 — 2009
Completed necessary courses, BS in Law
Lockheed Martin 2014 - 2015
TD Ameritrade 2014 - 2014
NEC Corporation of America 2014 - 2014
US Embassy, Dushanbe 2004 - 2009
Skills
PowerPoint, Research, System Administration, Photoshop, Access, Public Speaking, English, Project Management, Budgets, Microsoft Excel, Management, Microsoft Word, Leadership, SAP Project Management, Linear Programming, Multiple regression..., Feasibility Studies, Analysis, International Relations, Strategic Planning, Microsoft Office, Process Improvement, Finance, Program Management
Education
The University of Texas at Arlington - College of Business Administration 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, 3.5
The University of Texas at Arlington - College of Business Administration 2010 — 2013
Bachelor of Business Administration (BBA), Management, Graduated Magna Cum Laude
Tymen State University 2003 — 2009
Completed necessary courses, BS in Law
Harold Huynh Harold Huynh's TD Ameritrade Experience June 2014 - August 2014
Job Student at University of Texas at Arlington
Industry Financial Services
Experience
TD Ameritrade June 2014 - August 2014
TD AmeritradeFort Worth, Texas September 2013 - December 2013
Education
The University of Texas at Arlington 2010 — 2015
Bachelor of Business Administration (B.B.A.), Finance
TD Ameritrade June 2014 - August 2014
TD AmeritradeFort Worth, Texas September 2013 - December 2013
Education
The University of Texas at Arlington 2010 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Casey Rockwell Casey Rockwell's TD Ameritrade Experience 2011 - 2012
Job Senior IT Manager, IT Director experienced across the broad field of Enterprise Information Management
Industry Financial Services
Experience
PrairieSmarts, LLC October 2012 - Present
TD Ameritrade 2011 - 2012
TD Ameritrade 2007 - 2011
TD Ameritrade 2006 - 2007
TD Ameritrade 2004 - 2006
Skills
Business Intelligence, Data Warehousing, SQL, T-SQL, PL/SQL, Netezza, ETL, Analytics, Data Modeling, Data Mining, Data Analysis, Data Science, Predictive Analytics, Risk Management, Financial Services, Series 24, Series 7, SaaS, Requirements Gathering, SDLC, R, JavaScript, C#, VB.NET, Bash, PHP, Ext JS, Node.js, jQuery, Sencha, MongoDB, XML, JSON, AJAX, WebSockets, Business Objects, Redis, JIRA, Confluence, Git, Tortoise SVN, ClearCase, Amazon Web Services..., Google Cloud
Education
The University of Texas at Arlington - College of Business
Bachelor of Science (B.S.), Information Technology
PrairieSmarts, LLC October 2012 - Present
TD Ameritrade 2011 - 2012
TD Ameritrade 2007 - 2011
TD Ameritrade 2006 - 2007
TD Ameritrade 2004 - 2006
Skills
Business Intelligence, Data Warehousing, SQL, T-SQL, PL/SQL, Netezza, ETL, Analytics, Data Modeling, Data Mining, Data Analysis, Data Science, Predictive Analytics, Risk Management, Financial Services, Series 24, Series 7, SaaS, Requirements Gathering, SDLC, R, JavaScript, C#, VB.NET, Bash, PHP, Ext JS, Node.js, jQuery, Sencha, MongoDB, XML, JSON, AJAX, WebSockets, Business Objects, Redis, JIRA, Confluence, Git, Tortoise SVN, ClearCase, Amazon Web Services..., Google Cloud
Education
The University of Texas at Arlington - College of Business
Bachelor of Science (B.S.), Information Technology
Kauvshika Patel's TD Ameritrade Experience June 2010 - November 2014
Job Portfolio Data Analyst at Oak Hill Advisors L.P.
Industry Financial Services
Experience
Oak Hill Advisors, L.P. December 2014 - Present
TD Ameritrade June 2010 - November 2014
TD Ameritrade October 2008 - June 2010
CUNA -- Credit Union National Association June 2006 - October 2008
Skills
Mutual Funds, Series 7, Series 63, Financial Services, Securities, Equities, Finance, Customer Service, Trading, Investments, FINRA, Loans, Analysis, Wealth Management, Loan Servicing, Stocks, Financial Analysis, Credit, Time Management, Credit Unions, ETFs, Equity Trading, Back Office, Customer Engagement, Mergers, Liquidation, Trading Systems, Data Entry, Portfolio Management, Data Analysis, Pricing, Mergers & Acquisitions
Education
The University of Texas at Arlington 2006 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Tarrant County College 2003 — 2005
Associate of Arts (A.A.)
Oak Hill Advisors, L.P. December 2014 - Present
TD Ameritrade June 2010 - November 2014
TD Ameritrade October 2008 - June 2010
CUNA -- Credit Union National Association June 2006 - October 2008
Skills
Mutual Funds, Series 7, Series 63, Financial Services, Securities, Equities, Finance, Customer Service, Trading, Investments, FINRA, Loans, Analysis, Wealth Management, Loan Servicing, Stocks, Financial Analysis, Credit, Time Management, Credit Unions, ETFs, Equity Trading, Back Office, Customer Engagement, Mergers, Liquidation, Trading Systems, Data Entry, Portfolio Management, Data Analysis, Pricing, Mergers & Acquisitions
Education
The University of Texas at Arlington 2006 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Tarrant County College 2003 — 2005
Associate of Arts (A.A.)
Ryan Cleaveland Ryan Cleaveland's TD Ameritrade Experience September 2015 - Present
Job Investment Consultant TD Ameritrade, INC.
Industry Investment Management
Experience
TD Ameritrade September 2015 - Present
JPMorgan Securities, LLC March 2014 - September 2015
ING Financial Partners June 2012 - January 2014
New England Financial 2011 - 2012
Citi 2007 - 2011
Security Service Federal Credit Union May 2003 - March 2006
Skills
Investments, Finance, Portfolio Management, Retirement Planning, Mutual Funds, Wealth Management, Financial Services, Financial Analysis, Banking, Series 7, Series 63, Retirement
Education
The University of Texas at San Antonio
Political Science and Government
TD Ameritrade September 2015 - Present
JPMorgan Securities, LLC March 2014 - September 2015
ING Financial Partners June 2012 - January 2014
New England Financial 2011 - 2012
Citi 2007 - 2011
Security Service Federal Credit Union May 2003 - March 2006
Skills
Investments, Finance, Portfolio Management, Retirement Planning, Mutual Funds, Wealth Management, Financial Services, Financial Analysis, Banking, Series 7, Series 63, Retirement
Education
The University of Texas at San Antonio
Political Science and Government
Stephanie Portugal Stephanie Portugal's TD Ameritrade Experience September 2013 - June 2014
Job Financial Advisor
Industry Financial Services
Experience
USAA July 2014 - Present
TD Ameritrade September 2013 - June 2014
North Texas Specialty Physicians April 2012 - May 2013
GM Financial September 2010 - April 2012
U.S. Department of State June 2008 - August 2008
City of Mesquite January 2008 - May 2008
The University of Alabama August 2005 - May 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Access, Healthcare, Fundraising, Social Media, Customer Service, Community Outreach, Event Planning, Marketing Research, Retail Sales, Compliance, Food & Beverage, HR Policies, Interviews, Internet, Nonprofits, Office Administration, Research, Windows, YouTube, Travel Planning, Travel, Team Leadership, Relationship Management, Building Strong..., Oracle Applications
Education
The University of Texas at Arlington 2008 — 2009
Master of Public Administration (M.P.A.), Public Administration Comparative International Development
The University of Alabama 2004 — 2008
Bachelor of Science (B.S.), World Management and Spanish
CIMBA Paderno del Grappa, Italy 2007 — 2007
International Business Marketing and Management
Lawrence D. Bell
USAA July 2014 - Present
TD Ameritrade September 2013 - June 2014
North Texas Specialty Physicians April 2012 - May 2013
GM Financial September 2010 - April 2012
U.S. Department of State June 2008 - August 2008
City of Mesquite January 2008 - May 2008
The University of Alabama August 2005 - May 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Access, Healthcare, Fundraising, Social Media, Customer Service, Community Outreach, Event Planning, Marketing Research, Retail Sales, Compliance, Food & Beverage, HR Policies, Interviews, Internet, Nonprofits, Office Administration, Research, Windows, YouTube, Travel Planning, Travel, Team Leadership, Relationship Management, Building Strong..., Oracle Applications
Education
The University of Texas at Arlington 2008 — 2009
Master of Public Administration (M.P.A.), Public Administration Comparative International Development
The University of Alabama 2004 — 2008
Bachelor of Science (B.S.), World Management and Spanish
CIMBA Paderno del Grappa, Italy 2007 — 2007
International Business Marketing and Management
Lawrence D. Bell
Jonathan Sheets Jonathan Sheets's TD Ameritrade Experience July 1996 - February 2006
Job Financial Advisor at University Federal Credit Union
Industry Financial Services
Experience
Cuso Financial Services, L.P. at University Credit Union December 2011 - Present
SWBC Investment Services September 2006 - August 2011
TD Ameritrade July 1996 - February 2006
Skills
Retirement Planning, Wealth Management, Strategic Planning, Public Speaking, New Business Development, Marketing, Marketing Strategy, Team Building, Social Media, Microsoft Office, Budgets, Sales Management, Negotiation, Project Management, Portfolio Management
Education
The University of Texas at Austin 2014 — 2015
Certified Financial Planning
University of Richmond 1986 — 1990
Bachelor of Arts (B.A.), Political Science and Government
Cuso Financial Services, L.P. at University Credit Union December 2011 - Present
SWBC Investment Services September 2006 - August 2011
TD Ameritrade July 1996 - February 2006
Skills
Retirement Planning, Wealth Management, Strategic Planning, Public Speaking, New Business Development, Marketing, Marketing Strategy, Team Building, Social Media, Microsoft Office, Budgets, Sales Management, Negotiation, Project Management, Portfolio Management
Education
The University of Texas at Austin 2014 — 2015
Certified Financial Planning
University of Richmond 1986 — 1990
Bachelor of Arts (B.A.), Political Science and Government
Terrence Bilodeau's TD Ameritrade Experience June 2006 - May 2007
Job Certified Appraiser, Clearfork Appraisals
Industry Real Estate
Experience
Clearfork Appraisals May 2012 - Present
Finley Appraisals May 2010 - June 2012
TD Ameritrade June 2006 - May 2007
Costco Wholesale June 2005 - June 2006
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Retail, Outlook, Real Estate, Marketing, Inventory Management, Time Management, Leadership, Finance, Negotiation, Sales, Management, Team Building, Training, Microsoft Office, Public Speaking, Sales Management, Banking, Forecasting, Budgets, Social Networking, Analysis, Customer Satisfaction, Selling, Investments, Mortgage Lending, Contract Negotiation, Refinance, Insurance, Property Management
Education
The University of Texas at Arlington - College of Business 2009 — 2010
Marketing, Business
Clearfork Appraisals May 2012 - Present
Finley Appraisals May 2010 - June 2012
TD Ameritrade June 2006 - May 2007
Costco Wholesale June 2005 - June 2006
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Retail, Outlook, Real Estate, Marketing, Inventory Management, Time Management, Leadership, Finance, Negotiation, Sales, Management, Team Building, Training, Microsoft Office, Public Speaking, Sales Management, Banking, Forecasting, Budgets, Social Networking, Analysis, Customer Satisfaction, Selling, Investments, Mortgage Lending, Contract Negotiation, Refinance, Insurance, Property Management
Education
The University of Texas at Arlington - College of Business 2009 — 2010
Marketing, Business
Jason Meeks Jason Meeks's TD Ameritrade Experience June 2014 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2014 - Present
TD Ameritrade February 2014 - June 2014
TD Ameritrade June 2012 - February 2014
Skills
Stock Trading, Options Strategies, Futures, Economics, Computers, Autodesk Software, Product Design, Creative Strategy, Japanese, Securities, FINRA, Uniform Combined State..., Trading, Asset Allocation, Microsoft Office, Mutual Funds, Retirement Planning, Series 7, Wealth Management
Education
The University of Texas at Arlington 2007 — 2013
Bachelor of Business Administration (BBA), Finance, General
Flower Mound High School
TD Ameritrade June 2014 - Present
TD Ameritrade February 2014 - June 2014
TD Ameritrade June 2012 - February 2014
Skills
Stock Trading, Options Strategies, Futures, Economics, Computers, Autodesk Software, Product Design, Creative Strategy, Japanese, Securities, FINRA, Uniform Combined State..., Trading, Asset Allocation, Microsoft Office, Mutual Funds, Retirement Planning, Series 7, Wealth Management
Education
The University of Texas at Arlington 2007 — 2013
Bachelor of Business Administration (BBA), Finance, General
Flower Mound High School
Lisa Monroe Lisa Monroe's TD Ameritrade Experience August 2010 - Present
Job Executive Assistant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2010 - Present
Camber Corporation July 2009 - August 2010
Citi May 1998 - June 2008
Skills
Microsoft Office..., SAP, Microsoft Office, Invoicing, Management, Spreadsheets, Teamwork, Procurement, Lotus Notes, Microsoft Excel, Human Resources, PowerPoint, Microsoft Word, Employee Relations, Time Management, Office Administration, Travel Arrangements, Budgets, Customer Service, Event Planning, Nonprofits, Public Speaking
Education
Thomas Edison State College 2009 — 2012
BA, Social Science
Drake Business School 1996 — 1997
Certificate, Word Processing
Clifford J. Scott High School
TD Ameritrade August 2010 - Present
Camber Corporation July 2009 - August 2010
Citi May 1998 - June 2008
Skills
Microsoft Office..., SAP, Microsoft Office, Invoicing, Management, Spreadsheets, Teamwork, Procurement, Lotus Notes, Microsoft Excel, Human Resources, PowerPoint, Microsoft Word, Employee Relations, Time Management, Office Administration, Travel Arrangements, Budgets, Customer Service, Event Planning, Nonprofits, Public Speaking
Education
Thomas Edison State College 2009 — 2012
BA, Social Science
Drake Business School 1996 — 1997
Certificate, Word Processing
Clifford J. Scott High School
Chris Ledford Chris Ledford's TD Ameritrade Experience April 2015 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2015 - Present
Edward Jones September 2013 - February 2015
UPS February 2012 - September 2013
UPS February 2010 - February 2012
UPS February 2008 - February 2010
UPS December 2004 - February 2008
UPS September 2003 - December 2004
UPS June 2001 - September 2003
Skills
Leadership, Training, Operations Management, Cold Calling, Business Strategy, Supply Chain Management, Series 7, series 66, Social Media, Human Resources, Workforce Planning, Organizational..., HR Policies, Behavioral Interviewing, Turnitin, Employee Relations, Benefits Administration, Data Quality, Learning Management, Facilitators, Career Development, Background Checks, Unemployment, Professional Conduct, College Recruiting, Records Management, Project Staffing, Employee Recognition, Safety, Coaching, Logistics Management, Labor Relations
Education
University of Florida 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Thomas Edison State College 2010 — 2011
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
TD Ameritrade April 2015 - Present
Edward Jones September 2013 - February 2015
UPS February 2012 - September 2013
UPS February 2010 - February 2012
UPS February 2008 - February 2010
UPS December 2004 - February 2008
UPS September 2003 - December 2004
UPS June 2001 - September 2003
Skills
Leadership, Training, Operations Management, Cold Calling, Business Strategy, Supply Chain Management, Series 7, series 66, Social Media, Human Resources, Workforce Planning, Organizational..., HR Policies, Behavioral Interviewing, Turnitin, Employee Relations, Benefits Administration, Data Quality, Learning Management, Facilitators, Career Development, Background Checks, Unemployment, Professional Conduct, College Recruiting, Records Management, Project Staffing, Employee Recognition, Safety, Coaching, Logistics Management, Labor Relations
Education
University of Florida 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Thomas Edison State College 2010 — 2011
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Brandon Eubank Brandon Eubank's TD Ameritrade Experience December 2014 - Present
Job Manager, Analytics Lab / Analytics COE
Industry Financial Services
Experience
TD Ameritrade December 2014 - Present
TD Ameritrade March 2014 - December 2014
TD Ameritrade December 2012 - March 2014
TD Ameritrade July 2011 - December 2012
TD Ameritrade April 2010 - June 2011
TD Ameritrade May 2008 - April 2010
University of Texas at Arlington May 2007 - May 2008
Scottrade January 2006 - December 2006
Skills
Data Analysis, SQL, Statistics, Microsoft Excel, Data Mining, Data Modeling, Database Design, R, Regression Analysis, Python, Tableau, Financial Services
Education
University of Texas at Arlington - Graduate Studies 2007 — 2010
Master of Arts, Economics
The University of Texas at Arlington - College of Business 2003 — 2007
Bachelor of Science, Economics
TD Ameritrade December 2014 - Present
TD Ameritrade March 2014 - December 2014
TD Ameritrade December 2012 - March 2014
TD Ameritrade July 2011 - December 2012
TD Ameritrade April 2010 - June 2011
TD Ameritrade May 2008 - April 2010
University of Texas at Arlington May 2007 - May 2008
Scottrade January 2006 - December 2006
Skills
Data Analysis, SQL, Statistics, Microsoft Excel, Data Mining, Data Modeling, Database Design, R, Regression Analysis, Python, Tableau, Financial Services
Education
University of Texas at Arlington - Graduate Studies 2007 — 2010
Master of Arts, Economics
The University of Texas at Arlington - College of Business 2003 — 2007
Bachelor of Science, Economics
Marcus Reed Marcus Reed's TD Ameritrade Experience October 2002 - April 2014
Job Manager at Scottrade
Industry Financial Services
Experience
Scottrade November 2014 - Present
Scottrade August 2014 - October 2014
TD Ameritrade October 2002 - April 2014
Fidelity Investments June 1999 - June 2001
Morgan Stanley May 1996 - June 1999
Skills
Series 7, Series 63, Asset Allocation, Uniform Combined State..., Wealth Management, Investment Strategies, Mutual Funds, Investment Advisory, Retirement Planning, Alternative Investments, Portfolio Management, Investments
Education
University of Houston 1993 — 1996
Bachelor of Science (B.S.), Political Science and Government
University of Houston 1993 — 1995
Bachelor of Science (B.S.), Economics
The University of Texas at Austin 1990 — 1993
Scottrade November 2014 - Present
Scottrade August 2014 - October 2014
TD Ameritrade October 2002 - April 2014
Fidelity Investments June 1999 - June 2001
Morgan Stanley May 1996 - June 1999
Skills
Series 7, Series 63, Asset Allocation, Uniform Combined State..., Wealth Management, Investment Strategies, Mutual Funds, Investment Advisory, Retirement Planning, Alternative Investments, Portfolio Management, Investments
Education
University of Houston 1993 — 1996
Bachelor of Science (B.S.), Political Science and Government
University of Houston 1993 — 1995
Bachelor of Science (B.S.), Economics
The University of Texas at Austin 1990 — 1993
Jeffrey Lambeth Jeffrey Lambeth's TD Ameritrade Experience May 2015 - Present
Job Branch Manager, National BranchSoutheast at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2015 - Present
Waterworth Wealth Advisors, LLC August 2012 - April 2015
Seeking Opportunities February 2012 - July 2012
Batteries Plus August 2009 - December 2011
Fidelity Investments July 2007 - March 2009
Fidelity Investments May 2001 - June 2007
Fidelity Investments February 1998 - April 2001
Fidelity Investments August 1992 - February 1998
Skills
Retirement Planning, Wealth Management, Retirement, Forecasting, Strategic Planning, Financial Advisory, Investments, Strategy, Personal Finance, Retail, Financial Services, Customer Service, Financial Risk, Investment Advisory, Leadership, Asset Management, Process Improvement, Securities, Financial Analysis, Tax, Finance, Estate Planning, Insurance, Alternative Investments, Investment Management, Sales, Financial Modeling, FINRA, Channel Partners, 401k, Networking, Investment Strategies, Community Development, Risk Management, Financial Planners, Promotions, Wealth, Management, Managerial Finance, Series 7, Integration, Trust, Small Business, Credibility, Mutual Funds, Series 63, Business Planning, Banking, Asset Allocation, New Business Development
Education
The University of Texas at Austin 1979 — 1983
BBA, Finance
TD Ameritrade May 2015 - Present
Waterworth Wealth Advisors, LLC August 2012 - April 2015
Seeking Opportunities February 2012 - July 2012
Batteries Plus August 2009 - December 2011
Fidelity Investments July 2007 - March 2009
Fidelity Investments May 2001 - June 2007
Fidelity Investments February 1998 - April 2001
Fidelity Investments August 1992 - February 1998
Skills
Retirement Planning, Wealth Management, Retirement, Forecasting, Strategic Planning, Financial Advisory, Investments, Strategy, Personal Finance, Retail, Financial Services, Customer Service, Financial Risk, Investment Advisory, Leadership, Asset Management, Process Improvement, Securities, Financial Analysis, Tax, Finance, Estate Planning, Insurance, Alternative Investments, Investment Management, Sales, Financial Modeling, FINRA, Channel Partners, 401k, Networking, Investment Strategies, Community Development, Risk Management, Financial Planners, Promotions, Wealth, Management, Managerial Finance, Series 7, Integration, Trust, Small Business, Credibility, Mutual Funds, Series 63, Business Planning, Banking, Asset Allocation, New Business Development
Education
The University of Texas at Austin 1979 — 1983
BBA, Finance
David Rowlett David Rowlett's TD Ameritrade Experience December 2014 - Present
Job Student at the University of North Texas
Industry Restaurants
Experience
TD Ameritrade December 2014 - Present
Brinker International May 2014 - June 2015
Discount Tire Company March 2012 - June 2013
Mattress Firm May 2009 - May 2010
Skills
Direct Sales, Sales Operations, Team Leadership, Team Management, ArcGIS Novice, Written & Oral..., Data Entry, Business Networking, Outdoor Advertising, Communication Skills, Lead Development, Closing Abilities, Presentation Development, Geographic Analytics, Business Analyst Online..., Sale Promotion..., Building Clientele, Time Management, Multi Tasking, Information Modeling, Adept with Excel, Expert with Powerpoint, Creative Problem Solving, Communication, Problem Solving, Management
Education
University of North Texas 2011 — 2014
Working toward Geography degree and GIS certifiication, Geography
The University of Texas at Austin 2006 — 2011
no degree, Aerospace Engineering
TD Ameritrade December 2014 - Present
Brinker International May 2014 - June 2015
Discount Tire Company March 2012 - June 2013
Mattress Firm May 2009 - May 2010
Skills
Direct Sales, Sales Operations, Team Leadership, Team Management, ArcGIS Novice, Written & Oral..., Data Entry, Business Networking, Outdoor Advertising, Communication Skills, Lead Development, Closing Abilities, Presentation Development, Geographic Analytics, Business Analyst Online..., Sale Promotion..., Building Clientele, Time Management, Multi Tasking, Information Modeling, Adept with Excel, Expert with Powerpoint, Creative Problem Solving, Communication, Problem Solving, Management
Education
University of North Texas 2011 — 2014
Working toward Geography degree and GIS certifiication, Geography
The University of Texas at Austin 2006 — 2011
no degree, Aerospace Engineering
Liliana Huerta Liliana Huerta's TD Ameritrade Experience September 2014 - Present
Job Investor Services at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2014 - Present
Skills
Investments, Sales, Customer Service
Education
The University of Texas at Arlington 2009 — 2011
Bachelor's degree, International Business
TD Ameritrade September 2014 - Present
Skills
Investments, Sales, Customer Service
Education
The University of Texas at Arlington 2009 — 2011
Bachelor's degree, International Business
Johnny Do Johnny Do's TD Ameritrade Experience February 2015 - Present
Job Investor Services Intern at TD Ameritrade
Industry Investment Management
Experience
TD Ameritrade February 2015 - Present
Pappas Restaurants, Inc. June 2013 - January 2015
Piranha Killer Sushi Restaurant June 2012 - June 2013
Skills
Public Speaking, Microsoft Excel, Typing, Leadership, Sales, Up-selling, Microsoft Word, Social Networking, Social Media, Event Planning, Hospitality, Investments
Education
The University of Texas at Arlington 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
TD Ameritrade February 2015 - Present
Pappas Restaurants, Inc. June 2013 - January 2015
Piranha Killer Sushi Restaurant June 2012 - June 2013
Skills
Public Speaking, Microsoft Excel, Typing, Leadership, Sales, Up-selling, Microsoft Word, Social Networking, Social Media, Event Planning, Hospitality, Investments
Education
The University of Texas at Arlington 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Nathan Schroeder's TD Ameritrade Experience June 2014 - Present
Job Active Trader Business Development TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2014 - Present
Forex Capital Markets - FXCM January 2012 - January 2014
Dick's Sporting Goods August 2008 - December 2011
Dick's Sporting Goods August 2008 - December 2011
Matson Navigation October 2007 - February 2008
Liberty Maritime Corporation November 2006 - March 2007
The Home Depot July 2004 - June 2005
Skills
Customer Service, Sales, Sales Management, Credit, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Retail, Teamwork, Time Management, Outlook, Leadership, Social Media, Team Leadership, Inventory Management, Merchandising, Management, Public Speaking, Customer Satisfaction, Marketing, Retail Sales, Employee Training, Critical Thinking, Cold Calling, CRM, Investments, Sales Process, Analysis, Training, Social Networking, Account Management, Forecasting, Team Building, Customer Retention, Strategic Planning, Coaching, Financial Analysis, Facebook, Data Analysis, Operations Management, Salesforce.com, Customer Experience, Sales Presentations, Financial Services, P&L Management, Direct Sales, Strategy, Team Management, Relationship Management
Education
The University of Texas at Dallas 2008 — 2011
B.A., Political Science
United States Merchant Marine Academy 2005 — 2008
Marine Engineering
TD Ameritrade June 2014 - Present
Forex Capital Markets - FXCM January 2012 - January 2014
Dick's Sporting Goods August 2008 - December 2011
Dick's Sporting Goods August 2008 - December 2011
Matson Navigation October 2007 - February 2008
Liberty Maritime Corporation November 2006 - March 2007
The Home Depot July 2004 - June 2005
Skills
Customer Service, Sales, Sales Management, Credit, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Retail, Teamwork, Time Management, Outlook, Leadership, Social Media, Team Leadership, Inventory Management, Merchandising, Management, Public Speaking, Customer Satisfaction, Marketing, Retail Sales, Employee Training, Critical Thinking, Cold Calling, CRM, Investments, Sales Process, Analysis, Training, Social Networking, Account Management, Forecasting, Team Building, Customer Retention, Strategic Planning, Coaching, Financial Analysis, Facebook, Data Analysis, Operations Management, Salesforce.com, Customer Experience, Sales Presentations, Financial Services, P&L Management, Direct Sales, Strategy, Team Management, Relationship Management
Education
The University of Texas at Dallas 2008 — 2011
B.A., Political Science
United States Merchant Marine Academy 2005 — 2008
Marine Engineering
Andrew Fults's TD Ameritrade Experience 1995 - 2015
Job Attorney
Industry Financial Services
Experience
Law Office Of Andrew Fults October 1996 - Present
TD Ameritrade 1995 - 2015
TD Ameritrade 1995 - 2015
TD Ameritrade 1995 - 2015
Skills
Litigation, Legal Research, Mergers & Acquisitions, Due Diligence, Legal Writing, Corporate Governance, Insurance, Commercial Litigation, Real Estate, Securities, Contract Negotiation, Civil Litigation, Private Equity, Legal Advice
Education
Thomas Jefferson School of Law
Law Office Of Andrew Fults October 1996 - Present
TD Ameritrade 1995 - 2015
TD Ameritrade 1995 - 2015
TD Ameritrade 1995 - 2015
Skills
Litigation, Legal Research, Mergers & Acquisitions, Due Diligence, Legal Writing, Corporate Governance, Insurance, Commercial Litigation, Real Estate, Securities, Contract Negotiation, Civil Litigation, Private Equity, Legal Advice
Education
Thomas Jefferson School of Law
Brandon Boyd Brandon Boyd's TD Ameritrade Experience October 2013 - Present
Job Business Intelligence Analyst II at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade October 2013 - Present
PSR July 2013 - October 2013
TD Ameritrade January 2012 - July 2013
TD Ameritrade October 2010 - January 2012
Lender Processing Services, Inc. (LPS) - Fidelity July 2007 - October 2010
Skills
Access, SQL, Testing, Process Improvement, Program Management, Databases, Microsoft SQL Server, Business Analysis, Troubleshooting, Vendor Management, Data Analysis, Series 63, Series 7, Risk Management, Team Leadership, Financial Services, User Acceptance Testing, Project Management, Oracle, Java, Crystal Reports, Quality Assurance, Technical Support, HTML, Analysis, Quality Center, Business Objects, Test Cases, BMC Remedy, Business Analytics, Tableau
Education
The University of Texas at Arlington - College of Business Administration 2005 — 2010
Bachelor of Science, Information Systems
TD Ameritrade October 2013 - Present
PSR July 2013 - October 2013
TD Ameritrade January 2012 - July 2013
TD Ameritrade October 2010 - January 2012
Lender Processing Services, Inc. (LPS) - Fidelity July 2007 - October 2010
Skills
Access, SQL, Testing, Process Improvement, Program Management, Databases, Microsoft SQL Server, Business Analysis, Troubleshooting, Vendor Management, Data Analysis, Series 63, Series 7, Risk Management, Team Leadership, Financial Services, User Acceptance Testing, Project Management, Oracle, Java, Crystal Reports, Quality Assurance, Technical Support, HTML, Analysis, Quality Center, Business Objects, Test Cases, BMC Remedy, Business Analytics, Tableau
Education
The University of Texas at Arlington - College of Business Administration 2005 — 2010
Bachelor of Science, Information Systems
Joseph Yeboah Joseph Yeboah's TD Ameritrade Experience October 2006 - January 2008
Job Retirement Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2008 - Present
TIAA-CREF February 2008 - Present
TD Ameritrade October 2006 - January 2008
Wells Fargo Bank March 2004 - October 2006
Education
The University of Texas at Arlington 2006 — 2011
BS; 2004 and MBA, Finance; Finance
TIAA-CREF February 2008 - Present
TIAA-CREF February 2008 - Present
TD Ameritrade October 2006 - January 2008
Wells Fargo Bank March 2004 - October 2006
Education
The University of Texas at Arlington 2006 — 2011
BS; 2004 and MBA, Finance; Finance
Staci Betzen Staci Betzen's TD Ameritrade Experience December 2004 - May 2006
Job Product Manager at Blackbaud
Industry Computer Software
Experience
Blackbaud October 2015 - Present
Multimedia Games April 2013 - September 2015
Multimedia Games August 2011 - April 2013
Multimedia Games November 2010 - August 2011
Capital One Bank September 2006 - July 2010
TD Ameritrade December 2004 - May 2006
Skills
Licensing, Customer Service, Leadership, Contract Negotiation, Process Improvement, Sales, Team Building, Software Documentation, Start-ups, Team Leadership, Management, Strategy, Analysis, Quality Assurance, Budgets, Operations Management, Program Management, Risk Management, Cross-functional Team..., Integration, Executive Management, CRM, Vendor Management, Product Management, Training, Project Management
Education
The University of Texas at Austin
BS, Communication Studies
Blackbaud October 2015 - Present
Multimedia Games April 2013 - September 2015
Multimedia Games August 2011 - April 2013
Multimedia Games November 2010 - August 2011
Capital One Bank September 2006 - July 2010
TD Ameritrade December 2004 - May 2006
Skills
Licensing, Customer Service, Leadership, Contract Negotiation, Process Improvement, Sales, Team Building, Software Documentation, Start-ups, Team Leadership, Management, Strategy, Analysis, Quality Assurance, Budgets, Operations Management, Program Management, Risk Management, Cross-functional Team..., Integration, Executive Management, CRM, Vendor Management, Product Management, Training, Project Management
Education
The University of Texas at Austin
BS, Communication Studies
Elwanna McEuen Elwanna McEuen's TD Ameritrade Experience January 2008 - January 2010
Job Broker, Capital Real Estate
Industry Real Estate
Experience
Capital Real Estate July 1989 - Present
TD Ameritrade January 2008 - January 2010
FEMA October 2004 - October 2007
RE/MAX, Ebby Halliday, Stanfield Realtors June 1987 - June 2007
Price Mortgage Group March 1988 - December 1989
Accredited Home Lenders 1987 - 1988
Skills
Financial Services, Insurance, Residential Homes, Real Estate, Investment Properties, First Time Home Buyers, Short Sales, Foreclosures, Credit, Buyers, Loans, REO, SFR, Seller Financing Note..., Note - Selling Partial, Note - Buying & Selling, Note Structuring Service, Real Estate Transactions, Finance, Sales, Investors, Referrals, Sellers, Relocation, Single Family Homes, Buyer Representation, New Home Sales, HUD
Education
TCC 1980 — 1983
Math Major, Computer Science, Real Estate
The University of Texas at Arlington 1977 — 1979
Math - Computer Science - Real Estate
Capital Real Estate July 1989 - Present
TD Ameritrade January 2008 - January 2010
FEMA October 2004 - October 2007
RE/MAX, Ebby Halliday, Stanfield Realtors June 1987 - June 2007
Price Mortgage Group March 1988 - December 1989
Accredited Home Lenders 1987 - 1988
Skills
Financial Services, Insurance, Residential Homes, Real Estate, Investment Properties, First Time Home Buyers, Short Sales, Foreclosures, Credit, Buyers, Loans, REO, SFR, Seller Financing Note..., Note - Selling Partial, Note - Buying & Selling, Note Structuring Service, Real Estate Transactions, Finance, Sales, Investors, Referrals, Sellers, Relocation, Single Family Homes, Buyer Representation, New Home Sales, HUD
Education
TCC 1980 — 1983
Math Major, Computer Science, Real Estate
The University of Texas at Arlington 1977 — 1979
Math - Computer Science - Real Estate
Ray Greer Ray Greer's TD Ameritrade Experience August 2011 - December 2012
Job Financial Analyst at The Exchange
Industry Retail
Experience
The Exchange May 2013 - Present
TD Ameritrade August 2011 - December 2012
Ameriprise Financial Services January 2010 - December 2010
Education
The University of Texas at Arlington 2010 — 2012
Master of Science (MS), Quantitative Finance
The University of Texas at Arlington 2010 — 2012
Master of Business Administration (MBA)
The University of Texas at Arlington 2005 — 2009
Bachelor of Science, Economics
The Exchange May 2013 - Present
TD Ameritrade August 2011 - December 2012
Ameriprise Financial Services January 2010 - December 2010
Education
The University of Texas at Arlington 2010 — 2012
Master of Science (MS), Quantitative Finance
The University of Texas at Arlington 2010 — 2012
Master of Business Administration (MBA)
The University of Texas at Arlington 2005 — 2009
Bachelor of Science, Economics
Jon Bowman's TD Ameritrade Experience May 2015 - Present
Job Manager, Corporate Actions Clearing at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2015 - Present
TD Ameritrade December 2013 - May 2015
TD Ameritrade March 2012 - December 2013
TD Ameritrade October 2011 - February 2012
TD Ameritrade November 2010 - September 2011
Fidelity Investments September 2009 - November 2010
United States Marine Corps August 2005 - May 2009
Skills
Series 63, Series 7, Brokerage, Investments, Options, Operations Management, Uniform Combined State..., Securities, Customer Satisfaction, Team Building, Coaching, Series 24, Performance Management, Change Management, Outlook, Equities, Financial Services, Relationship Management, Microsoft Office, Retirement, IRAs, Process Improvement, Retirement Planning, 401k, FINRA, Back Office, Salesforce.com, Leadership, Employee Training, Risk Management, Wealth Management
Education
The University of Texas at Arlington 2009 — 2016
BS, Business Management
College for Financial Planning 2014 — 2014
CRPS, Chartered Retirement Planning Specialist
Ascensus IRA Institute 2012 — 2012
CISP, Certified IRA Services Professional
Central Christian College of Kansas 2004 — 2005
N/A, Business
TD Ameritrade May 2015 - Present
TD Ameritrade December 2013 - May 2015
TD Ameritrade March 2012 - December 2013
TD Ameritrade October 2011 - February 2012
TD Ameritrade November 2010 - September 2011
Fidelity Investments September 2009 - November 2010
United States Marine Corps August 2005 - May 2009
Skills
Series 63, Series 7, Brokerage, Investments, Options, Operations Management, Uniform Combined State..., Securities, Customer Satisfaction, Team Building, Coaching, Series 24, Performance Management, Change Management, Outlook, Equities, Financial Services, Relationship Management, Microsoft Office, Retirement, IRAs, Process Improvement, Retirement Planning, 401k, FINRA, Back Office, Salesforce.com, Leadership, Employee Training, Risk Management, Wealth Management
Education
The University of Texas at Arlington 2009 — 2016
BS, Business Management
College for Financial Planning 2014 — 2014
CRPS, Chartered Retirement Planning Specialist
Ascensus IRA Institute 2012 — 2012
CISP, Certified IRA Services Professional
Central Christian College of Kansas 2004 — 2005
N/A, Business
Cora Torres-Patek's TD Ameritrade Experience January 2004 - January 2007
Job Business Analyst at Citi
Industry Banking
Experience
Citi November 2010 - Present
Expedia May 2010 - October 2010
Thomson Reuters April 2010 - May 2010
TD Ameritrade January 2004 - January 2007
CWG Direct Marketing January 2001 - January 2003
Digital Motorworks January 1999 - January 2001
ford January 1997 - January 1999
Panasonic Electronic Devices Corp. of America January 1996 - January 1997
Skills
Requirements Gathering, Business Analysis, Data Warehousing, SharePoint, Vendor Management, Process Improvement, Project Management, SQL, Business Intelligence, CRM, Access
Education
Texas Woman's University School of Management 2007 — 2009
Accounting Bachelor of Business Administration (BBA); Business, 2009
The University of Texas-Pan American 1989 — 1992
Citi November 2010 - Present
Expedia May 2010 - October 2010
Thomson Reuters April 2010 - May 2010
TD Ameritrade January 2004 - January 2007
CWG Direct Marketing January 2001 - January 2003
Digital Motorworks January 1999 - January 2001
ford January 1997 - January 1999
Panasonic Electronic Devices Corp. of America January 1996 - January 1997
Skills
Requirements Gathering, Business Analysis, Data Warehousing, SharePoint, Vendor Management, Process Improvement, Project Management, SQL, Business Intelligence, CRM, Access
Education
Texas Woman's University School of Management 2007 — 2009
Accounting Bachelor of Business Administration (BBA); Business, 2009
The University of Texas-Pan American 1989 — 1992
Aaron Day Aaron Day's TD Ameritrade Experience 2005 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade 2005 - Present
Skills
Series 63, Series 7, Wealth Management, Estate Planning, Strategic Financial..., Investment Advisory, Asset Allocation, FINRA, Series 24, Uniform Combined State..., Retirement Planning, Mutual Funds, Securities, Series 65, Portfolio Management, Financial Services, Investments, Investment Strategies, Equities, Risk Management, Options, IRAs, Retirement, 401k, Financial Advisory, ETFs, Financial Planning
Education
The University of Texas at Austin 1999 — 2003
Naaman Forest
TD Ameritrade 2005 - Present
Skills
Series 63, Series 7, Wealth Management, Estate Planning, Strategic Financial..., Investment Advisory, Asset Allocation, FINRA, Series 24, Uniform Combined State..., Retirement Planning, Mutual Funds, Securities, Series 65, Portfolio Management, Financial Services, Investments, Investment Strategies, Equities, Risk Management, Options, IRAs, Retirement, 401k, Financial Advisory, ETFs, Financial Planning
Education
The University of Texas at Austin 1999 — 2003
Naaman Forest
Ogert Kraja's TD Ameritrade Experience November 2009 - December 2010
Job Advisory Trader
Industry Financial Services
Experience
1st Global Capital Corp December 2012 - Present
TD Ameritrade Clearing, Inc. December 2010 - December 2012
TD Ameritrade November 2009 - December 2010
Bank of America 2004 - 2007
Skills
Series 7, Series 63, Mutual Funds, Securities, Equities, Investments, Financial Analysis, ETFs, Banking, Financial Services, Retail Banking, IRAs, Options, UIT, VBA, Microsoft Excel, Access, SQL, Linux, R, Python, Pivot Tables, Microsoft Word, PowerPoint, OneNote, Statistics, Financial Modeling, Statistical Modeling, Statistical Computing, Uniform Combined State..., FINRA, Equity Trading, Investment Advisory, Series 6, Trading, OFAC, Cross Selling, Asset Allocation, Financial Markets, Options Strategies, Equity Derivatives, Series 66
Education
University of Maryland University College 2015 — 2016
Master's Degree, Financial Management and Information Systems
The University of Texas at Arlington - College of Business 2004 — 2008
BS, Economics
1st Global Capital Corp December 2012 - Present
TD Ameritrade Clearing, Inc. December 2010 - December 2012
TD Ameritrade November 2009 - December 2010
Bank of America 2004 - 2007
Skills
Series 7, Series 63, Mutual Funds, Securities, Equities, Investments, Financial Analysis, ETFs, Banking, Financial Services, Retail Banking, IRAs, Options, UIT, VBA, Microsoft Excel, Access, SQL, Linux, R, Python, Pivot Tables, Microsoft Word, PowerPoint, OneNote, Statistics, Financial Modeling, Statistical Modeling, Statistical Computing, Uniform Combined State..., FINRA, Equity Trading, Investment Advisory, Series 6, Trading, OFAC, Cross Selling, Asset Allocation, Financial Markets, Options Strategies, Equity Derivatives, Series 66
Education
University of Maryland University College 2015 — 2016
Master's Degree, Financial Management and Information Systems
The University of Texas at Arlington - College of Business 2004 — 2008
BS, Economics
Scott Thomason Scott Thomason's TD Ameritrade Experience September 2012 - Present
Job Product Manager, Web & Mobile Strategy at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2012 - Present
TD Ameritrade November 2007 - September 2012
Coldwell Banker Residential Brokerage April 2007 - January 2008
UT Southwestern Moncrief Cancer Center June 1999 - December 2003
Skills
Microsoft Office, Financial Analysis, Customer Service, Project Management, Risk Management, Strategic Planning, Business Analysis, Change Management, Business Strategy, Personnel Management, Team Leadership, Coaching, Sales Management, Cross-functional Team..., Analysis, Sales, Team Building, Marketing, Management, Contract Negotiation
Education
University of North Texas 2004 — 2005
Bachelor of Arts (BA), Sociology
Thomas Edison State College
AAS, Computer Studies, Concentration in Network Administration
TD Ameritrade September 2012 - Present
TD Ameritrade November 2007 - September 2012
Coldwell Banker Residential Brokerage April 2007 - January 2008
UT Southwestern Moncrief Cancer Center June 1999 - December 2003
Skills
Microsoft Office, Financial Analysis, Customer Service, Project Management, Risk Management, Strategic Planning, Business Analysis, Change Management, Business Strategy, Personnel Management, Team Leadership, Coaching, Sales Management, Cross-functional Team..., Analysis, Sales, Team Building, Marketing, Management, Contract Negotiation
Education
University of North Texas 2004 — 2005
Bachelor of Arts (BA), Sociology
Thomas Edison State College
AAS, Computer Studies, Concentration in Network Administration
Dipa Desai Dipa Desai's TD Ameritrade Experience 2006 - 2006
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade October 2007 - Present
TD Ameritrade 2006 - 2006
Skills
Series 7, Series 63, Equities, Investments, Securities, Fixed Income, Options, Mutual Funds, Trading, Financial Markets, Bonds, ETFs, FINRA
Education
The University of Texas at Austin 2001 — 2005
Bachelor of Arts (B.A.), Economics
Scottrade October 2007 - Present
TD Ameritrade 2006 - 2006
Skills
Series 7, Series 63, Equities, Investments, Securities, Fixed Income, Options, Mutual Funds, Trading, Financial Markets, Bonds, ETFs, FINRA
Education
The University of Texas at Austin 2001 — 2005
Bachelor of Arts (B.A.), Economics
Vince Kacick's TD Ameritrade Experience 1998 - 2001
Job RWH Myers & Company, LLC
Industry Financial Services
Experience
RWH Myers & Company, LLC February 2008 - Present
Dempsey, Myers & Company January 2002 - February 2008
TD Ameritrade 1998 - 2001
Sea-Land Services 1989 - 1998
Skills
Forensic Accounting, Insurance, Claim, Property Damage, Leadership
Education
The University of Texas at Dallas 2002 — 2003
MS, Accounting
University of Illinois at Urbana-Champaign
Bachelor's Degree, Economics
RWH Myers & Company, LLC February 2008 - Present
Dempsey, Myers & Company January 2002 - February 2008
TD Ameritrade 1998 - 2001
Sea-Land Services 1989 - 1998
Skills
Forensic Accounting, Insurance, Claim, Property Damage, Leadership
Education
The University of Texas at Dallas 2002 — 2003
MS, Accounting
University of Illinois at Urbana-Champaign
Bachelor's Degree, Economics
Ryan Divers Ryan Divers's TD Ameritrade Experience February 2010 - Present
Job Regional Fixed Income Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade February 2010 - Present
TD Ameritrade January 2008 - February 2010
Education
The University of Texas at Austin 1999 — 2004
Bachelor of Business Administration (B.B.A.), Accounting and Finance
TD Ameritrade February 2010 - Present
TD Ameritrade January 2008 - February 2010
Education
The University of Texas at Austin 1999 — 2004
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Jonathan Whitfield Jonathan Whitfield's TD Ameritrade Experience July 2014 - Present
Job Regional Investment Consultant
Industry Financial Services
Experience
TD Ameritrade July 2014 - Present
First Command Financial Services April 2013 - July 2014
Wells Fargo April 2012 - April 2013
Ricoh Business Solutions July 2010 - July 2011
AT&T July 2009 - July 2010
The Buckle, Inc. 2005 - April 2009
Skills
Series 7, Series 66, Microsoft Office, Outlook, Salesforce.com, ThinkorSwim, Customer Service, Leadership, Sales, Training, Public Speaking, Teamwork
Education
The University of Texas at Arlington 2003 — 2006
Business Administration and Management, General
TD Ameritrade July 2014 - Present
First Command Financial Services April 2013 - July 2014
Wells Fargo April 2012 - April 2013
Ricoh Business Solutions July 2010 - July 2011
AT&T July 2009 - July 2010
The Buckle, Inc. 2005 - April 2009
Skills
Series 7, Series 66, Microsoft Office, Outlook, Salesforce.com, ThinkorSwim, Customer Service, Leadership, Sales, Training, Public Speaking, Teamwork
Education
The University of Texas at Arlington 2003 — 2006
Business Administration and Management, General
Jason Enright Jason Enright's TD Ameritrade Experience April 2015 - Present
Job TD Ameritrade, Inc
Industry Financial Services
Experience
TD Ameritrade April 2015 - Present
TD Ameritrade March 2014 - April 2015
Animal Health International, Inc. June 2013 - March 2014
Entech Electronics LLC May 2010 - December 2013
Skills
Researching, Marketing Communications, Product Marketing, Salesforce.com, Sales Management, Inside Sales, Renewable Energy, Energy Consulting, Energy Conservation, Outstanding Customer..., Project Management, Marketing, New Business Development, Sales, Strategy, Strategic Planning
Education
The University of Texas at Austin 2000 — 2010
BBA, Marketing
TD Ameritrade April 2015 - Present
TD Ameritrade March 2014 - April 2015
Animal Health International, Inc. June 2013 - March 2014
Entech Electronics LLC May 2010 - December 2013
Skills
Researching, Marketing Communications, Product Marketing, Salesforce.com, Sales Management, Inside Sales, Renewable Energy, Energy Consulting, Energy Conservation, Outstanding Customer..., Project Management, Marketing, New Business Development, Sales, Strategy, Strategic Planning
Education
The University of Texas at Austin 2000 — 2010
BBA, Marketing
Ivy Fisher Ivy Fisher's TD Ameritrade Experience May 2014 - Present
Job Stock Broker at TD Ameritrade
Industry Investment Management
Experience
TD Ameritrade May 2014 - Present
Intuition Publishing Ltd. October 2012 - Present
Bank of America June 2011 - September 2012
Arlington ISD October 2010 - June 2011
The University of Texas at Arlington August 2007 - May 2011
Uplift Education September 2008 - March 2011
Greystar January 2009 - October 2009
Skills
Customer Service, Event Planning, Outlook, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Teamwork, Research, Leadership, Public Speaking, Marketing, Social Networking, CRM, Management, Training
Education
Purvis Real Estate School 2012 — 2012
Certificate, Real Estate
The University of Texas at Arlington 2007 — 2011
Bachelor of Arts in, Business Marketing, 3.1
TD Ameritrade May 2014 - Present
Intuition Publishing Ltd. October 2012 - Present
Bank of America June 2011 - September 2012
Arlington ISD October 2010 - June 2011
The University of Texas at Arlington August 2007 - May 2011
Uplift Education September 2008 - March 2011
Greystar January 2009 - October 2009
Skills
Customer Service, Event Planning, Outlook, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Teamwork, Research, Leadership, Public Speaking, Marketing, Social Networking, CRM, Management, Training
Education
Purvis Real Estate School 2012 — 2012
Certificate, Real Estate
The University of Texas at Arlington 2007 — 2011
Bachelor of Arts in, Business Marketing, 3.1
Daniel P Rizzo's TD Ameritrade Experience April 2012 - January 2013
Job District Manager
Industry Utilities
Experience
Vivint Solar July 2015 - Present
Vivint Solar March 2014 - Present
Texakoma Financial, Inc. June 2013 - March 2014
TD Ameritrade April 2012 - January 2013
TD Ameritrade July 2010 - April 2012
TD Ameritrade October 2011 - March 2012
TD Ameritrade November 2008 - July 2010
TD Ameritrade September 2007 - November 2008
Skills
Series 7, Series 66, Retirement Planning, 401k Rollovers, Fixed Income Analysis, Cash Flow, Diversification, Marketing, Marketing Strategy, Fixed Income, Mutual Funds, Bonds, Government Bonds, Management, Account Management, Stocks, Options, Financial Services, Index Funds, Municipal Bonds, CDS, GNMA, Structured Products, Series 63, Solicitation, Direct Sales, Commodity Markets, Wealth Management, Asset Management, Options Strategies, Financial Advisory, Asset Allocation, Bloomberg, Securities, Portfolio Management, ETFs, Alternative Investments, 401k, Strategy, Hedging, Investment Advisory, Investment Management
Education
The University of Texas at Arlington - College of Business Administration 2004 — 2007
Bachelor of Business Administration (BBA), Marketing
Vivint Solar July 2015 - Present
Vivint Solar March 2014 - Present
Texakoma Financial, Inc. June 2013 - March 2014
TD Ameritrade April 2012 - January 2013
TD Ameritrade July 2010 - April 2012
TD Ameritrade October 2011 - March 2012
TD Ameritrade November 2008 - July 2010
TD Ameritrade September 2007 - November 2008
Skills
Series 7, Series 66, Retirement Planning, 401k Rollovers, Fixed Income Analysis, Cash Flow, Diversification, Marketing, Marketing Strategy, Fixed Income, Mutual Funds, Bonds, Government Bonds, Management, Account Management, Stocks, Options, Financial Services, Index Funds, Municipal Bonds, CDS, GNMA, Structured Products, Series 63, Solicitation, Direct Sales, Commodity Markets, Wealth Management, Asset Management, Options Strategies, Financial Advisory, Asset Allocation, Bloomberg, Securities, Portfolio Management, ETFs, Alternative Investments, 401k, Strategy, Hedging, Investment Advisory, Investment Management
Education
The University of Texas at Arlington - College of Business Administration 2004 — 2007
Bachelor of Business Administration (BBA), Marketing
Aaron Day - TD Ameritrade Aaron Day - TD Ameritrade's TD Ameritrade Experience September 2005 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2005 - Present
Skills
Portfolio Management, Financial Services, Risk Management, Mutual Funds, Finance, Banking, Financial Analysis, Equities, Wealth Management, Financial Planning
Education
The University of Texas at Austin 1998 — 2002
The University of Texas at Austin 1998 — 2002
Bachelor's degree
TD Ameritrade September 2005 - Present
Skills
Portfolio Management, Financial Services, Risk Management, Mutual Funds, Finance, Banking, Financial Analysis, Equities, Wealth Management, Financial Planning
Education
The University of Texas at Austin 1998 — 2002
The University of Texas at Austin 1998 — 2002
Bachelor's degree
Yuan (Jenny) Sun Yuan (Jenny) Sun's TD Ameritrade Experience January 2015 - April 2015
Job Temp Bilingual Financial Rep Trainee at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2015 - April 2015
ZTE USA April 2014 - January 2015
AKC Mortgage LLC May 2012 - February 2014
Noah Wealth Management Co., Ltd. January 2008 - January 2009
Skills
Customer Service, Residential Mortgages, Calyx Point, Mortgage Underwriting, Financial Services, Real Estate, Microsoft Office, Microsoft Excel, Insurance, Organization, Highly detail oriented, Teamwork, Financial Risk..., Financial Statement..., Financial Analysis, Financial Accounting, Financial Modeling, Investments, Valuation, Options and Future..., PowerPoint, Economics, Corporate Finance, Statistics
Education
The University of Texas at Dallas 2010 — 2012
Master of Science (M.S.), Finance, General, 3.56 of 4.0 GPA
Nanjing Science and Technology University, China 2006 — 2010
Bachelor of Science (BS), International Economy and Trade, 3.4 of 4.0 GPA
TD Ameritrade January 2015 - April 2015
ZTE USA April 2014 - January 2015
AKC Mortgage LLC May 2012 - February 2014
Noah Wealth Management Co., Ltd. January 2008 - January 2009
Skills
Customer Service, Residential Mortgages, Calyx Point, Mortgage Underwriting, Financial Services, Real Estate, Microsoft Office, Microsoft Excel, Insurance, Organization, Highly detail oriented, Teamwork, Financial Risk..., Financial Statement..., Financial Analysis, Financial Accounting, Financial Modeling, Investments, Valuation, Options and Future..., PowerPoint, Economics, Corporate Finance, Statistics
Education
The University of Texas at Dallas 2010 — 2012
Master of Science (M.S.), Finance, General, 3.56 of 4.0 GPA
Nanjing Science and Technology University, China 2006 — 2010
Bachelor of Science (BS), International Economy and Trade, 3.4 of 4.0 GPA
Richard Solt AAMS®, AWMA® Richard Solt AAMS®, AWMA®'s TD Ameritrade Experience December 2013 - July 2015
Job Financial Advisor for Edward Jones
Industry Financial Services
Experience
Edward Jones July 2015 - Present
TD Ameritrade December 2013 - July 2015
USAA July 2012 - December 2013
Fidelity Investments September 2011 - July 2012
Fidelity Investments November 2010 - September 2011
Fidelity Investments March 2010 - November 2010
Darden Restaurants May 2005 - February 2010
Skills
Management, Customer Satisfaction, Team Building, Call Centers, Lead Generation, Strategic Financial..., Customer Service, Microsoft Office, Series 63, Wealth Management, Asset Allocation, Financial Services, Investments, Insurance, Retirement Planning, Series 7, Mutual Funds, Retirement, Finance, Portfolio Management, Sales, Banking, Leadership, Financial Planning
Education
Southern Methodist University 2012 — 2013
Master of Business Administration (MBA), Financial Planning and Services
Southern Methodist University 2012 — 2013
Designation, CFp
The University of Texas at San Antonio 2004 — 2009
Bachelor, Finance
Edward Jones July 2015 - Present
TD Ameritrade December 2013 - July 2015
USAA July 2012 - December 2013
Fidelity Investments September 2011 - July 2012
Fidelity Investments November 2010 - September 2011
Fidelity Investments March 2010 - November 2010
Darden Restaurants May 2005 - February 2010
Skills
Management, Customer Satisfaction, Team Building, Call Centers, Lead Generation, Strategic Financial..., Customer Service, Microsoft Office, Series 63, Wealth Management, Asset Allocation, Financial Services, Investments, Insurance, Retirement Planning, Series 7, Mutual Funds, Retirement, Finance, Portfolio Management, Sales, Banking, Leadership, Financial Planning
Education
Southern Methodist University 2012 — 2013
Master of Business Administration (MBA), Financial Planning and Services
Southern Methodist University 2012 — 2013
Designation, CFp
The University of Texas at San Antonio 2004 — 2009
Bachelor, Finance
Ryan Spurlock Ryan Spurlock's TD Ameritrade Experience January 2013 - Present
Job Mutual Fund Trading Analyst at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2013 - Present
TD Ameritrade January 2011 - January 2013
TD Ameritrade November 2007 - January 2011
Bear Stearns Residential Mtg March 2007 - November 2007
Bank of America June 2006 - March 2007
La Quinta Inns & Suites August 2005 - June 2006
Fidelity Investments January 2005 - August 2005
Education
The University of Texas at Arlington 2000 — 2006
Bachelor of Science (B.S.), Economics
TD Ameritrade January 2013 - Present
TD Ameritrade January 2011 - January 2013
TD Ameritrade November 2007 - January 2011
Bear Stearns Residential Mtg March 2007 - November 2007
Bank of America June 2006 - March 2007
La Quinta Inns & Suites August 2005 - June 2006
Fidelity Investments January 2005 - August 2005
Education
The University of Texas at Arlington 2000 — 2006
Bachelor of Science (B.S.), Economics
Lucas Morelli's TD Ameritrade Experience February 2015 - April 2015
Job Secondary Marketing Assistant at PrimeLending
Industry Financial Services
Experience
PrimeLending June 2015 - Present
University of Texas at Arlington August 2014 - May 2015
TD Ameritrade February 2015 - April 2015
Legends February 2014 - January 2015
The University of Texas at Arlington June 2014 - August 2014
University of Texas at Arlington August 2012 - December 2013
La Playa Mexican Cafe May 2011 - September 2011
Skills
Leadership, R, Stata, Python, Data Analysis, Economics, Statistics, Microsoft Excel, Ruby, Microsoft Office, Investments, Customer Service, Options Strategies, Management, Financial Analysis, Sales, Growth Investing, Communication, Teaching, Access, Marketing, CSS, Problem Solving, HTML, Bitcoin
Education
The University of Texas at Arlington 2011 — 2015
Bachelor of Science (B.S.), Economics/Mathematics
PrimeLending June 2015 - Present
University of Texas at Arlington August 2014 - May 2015
TD Ameritrade February 2015 - April 2015
Legends February 2014 - January 2015
The University of Texas at Arlington June 2014 - August 2014
University of Texas at Arlington August 2012 - December 2013
La Playa Mexican Cafe May 2011 - September 2011
Skills
Leadership, R, Stata, Python, Data Analysis, Economics, Statistics, Microsoft Excel, Ruby, Microsoft Office, Investments, Customer Service, Options Strategies, Management, Financial Analysis, Sales, Growth Investing, Communication, Teaching, Access, Marketing, CSS, Problem Solving, HTML, Bitcoin
Education
The University of Texas at Arlington 2011 — 2015
Bachelor of Science (B.S.), Economics/Mathematics
Kendell Brister's TD Ameritrade Experience January 2007 - January 2009
Job Financial Services Consultant/Client Engagement Manager/Certified Personal Trainer
Industry Financial Services
Experience
CoreLogic July 2015 - Present
Carlisle & Gallagher Consulting Group February 2011 - July 2015
Mercedes-Benz Financial Services USA LLC November 2010 - February 2011
Fidelity Investments February 2009 - November 2010
TD Ameritrade January 2007 - January 2009
D & D Enterprises March 2004 - January 2007
Skills
Process Improvement, Process Consulting, Business Process..., Testing, Management Consulting, Business Analysis, Change Management, Finance, Team Building, Risk Management, Training, Negotiation, Risk Assessment, Performance Management, Quality Assurance, Auditing, Customer Satisfaction, Analysis, Vendor Management, Program Management, Banking, Management, Data Analysis, Project Management, Business Process, Leadership, Team Leadership, Strategy, Customer Service, Sales, CRM, Financial Analysis, Microsoft Excel, Strategic Planning, Business Strategy, Portfolio Management, Coaching, Consulting, Business Development, Operations Management, Mortgage Banking, Financial Services, Loans, Mortgage Lending, Relationship Management
Education
NASM 2015 — 2015
Certified Personal Trainer, Health and Physical Education/Fitness
W.I.T.S 2014 — 2015
Certified Personal Trainer, Health and Physical Education/Fitness
The University of Texas at Arlington
Health and Physical Education/Fitness
CoreLogic July 2015 - Present
Carlisle & Gallagher Consulting Group February 2011 - July 2015
Mercedes-Benz Financial Services USA LLC November 2010 - February 2011
Fidelity Investments February 2009 - November 2010
TD Ameritrade January 2007 - January 2009
D & D Enterprises March 2004 - January 2007
Skills
Process Improvement, Process Consulting, Business Process..., Testing, Management Consulting, Business Analysis, Change Management, Finance, Team Building, Risk Management, Training, Negotiation, Risk Assessment, Performance Management, Quality Assurance, Auditing, Customer Satisfaction, Analysis, Vendor Management, Program Management, Banking, Management, Data Analysis, Project Management, Business Process, Leadership, Team Leadership, Strategy, Customer Service, Sales, CRM, Financial Analysis, Microsoft Excel, Strategic Planning, Business Strategy, Portfolio Management, Coaching, Consulting, Business Development, Operations Management, Mortgage Banking, Financial Services, Loans, Mortgage Lending, Relationship Management
Education
NASM 2015 — 2015
Certified Personal Trainer, Health and Physical Education/Fitness
W.I.T.S 2014 — 2015
Certified Personal Trainer, Health and Physical Education/Fitness
The University of Texas at Arlington
Health and Physical Education/Fitness
Clayton Schleimer's TD Ameritrade Experience October 2012 - April 2013
Job Market Research Analyst at AQUILA Commercial, LLC
Industry Commercial Real Estate
Experience
AQUILA Commercial, LLC January 2015 - Present
Calco Aerospace August 2013 - December 2014
TD Ameritrade October 2012 - April 2013
The University of Texas at Austin August 2008 - August 2012
Skills
Data Analysis, Microsoft Excel, Econometrics, Stata, Market Research
Education
The University of Texas at Austin 2008 — 2012
B.A., Economics
AQUILA Commercial, LLC January 2015 - Present
Calco Aerospace August 2013 - December 2014
TD Ameritrade October 2012 - April 2013
The University of Texas at Austin August 2008 - August 2012
Skills
Data Analysis, Microsoft Excel, Econometrics, Stata, Market Research
Education
The University of Texas at Austin 2008 — 2012
B.A., Economics
Brad Buckles's TD Ameritrade Experience January 2011 - November 2011
Job Salaried Professional at Accountemps
Industry Financial Services
Experience
Accountemps November 2014 - Present
NexBank June 2013 - May 2014
Homeward Residential, Inc. April 2012 - June 2013
TD Ameritrade January 2011 - November 2011
BBVA Compass June 2010 - January 2011
Myers Paper November 2009 - May 2010
BBVA Compass July 2006 - November 2008
Skills
Finance, Financial Analysis, Banking, Accounting, Account Reconciliation, Leadership, Loans, Certified Fraud Examiner, Microsoft Office, PeopleSoft, Operations Management, Treasury, Social Media Marketing, Writing, Editing, Retail Banking, Customer Service, Access, Organization, Website Development, Microsoft Excel, Analysis, Process Improvement, PeopleSoft Financial, Computer Proficiency, QuickBooks, Cognos, Jack Henry, Financial Reporting
Education
The University of Texas at Arlington - College of Business Administration
Business, Finance
Accountemps November 2014 - Present
NexBank June 2013 - May 2014
Homeward Residential, Inc. April 2012 - June 2013
TD Ameritrade January 2011 - November 2011
BBVA Compass June 2010 - January 2011
Myers Paper November 2009 - May 2010
BBVA Compass July 2006 - November 2008
Skills
Finance, Financial Analysis, Banking, Accounting, Account Reconciliation, Leadership, Loans, Certified Fraud Examiner, Microsoft Office, PeopleSoft, Operations Management, Treasury, Social Media Marketing, Writing, Editing, Retail Banking, Customer Service, Access, Organization, Website Development, Microsoft Excel, Analysis, Process Improvement, PeopleSoft Financial, Computer Proficiency, QuickBooks, Cognos, Jack Henry, Financial Reporting
Education
The University of Texas at Arlington - College of Business Administration
Business, Finance
Robert Ortega Robert Ortega's TD Ameritrade Experience January 2009 - June 2011
Job Financial Analyst, FP&A at Air Medical Group Holdings
Industry Aviation & Aerospace
Experience
Air Medical Group Holdings January 2015 - Present
Bell Helicopter June 2014 - December 2014
Bell Helicopter June 2011 - June 2014
TD Ameritrade January 2009 - June 2011
Skills
Series 7, Financial Planning, Financial Analysis, Excel, Investments, Forecasting, Analysis, Word, PowerPoint, Outlook, Mutual Funds, Equities, Microsoft Office, Options, Customer Service, Series 63, Series 66, Preparing Business Cases, Finance, Trading, Variance Analysis, Microsoft Excel
Education
The University of Texas at Arlington 2004 — 2008
BA, Management
Air Medical Group Holdings January 2015 - Present
Bell Helicopter June 2014 - December 2014
Bell Helicopter June 2011 - June 2014
TD Ameritrade January 2009 - June 2011
Skills
Series 7, Financial Planning, Financial Analysis, Excel, Investments, Forecasting, Analysis, Word, PowerPoint, Outlook, Mutual Funds, Equities, Microsoft Office, Options, Customer Service, Series 63, Series 66, Preparing Business Cases, Finance, Trading, Variance Analysis, Microsoft Excel
Education
The University of Texas at Arlington 2004 — 2008
BA, Management
Dylan Thomas Dylan Thomas's TD Ameritrade Experience August 2013 - August 2014
Job Finance Manager, FP&A at ACTIVE Network
Industry Computer Software
Experience
ACTIVE Network August 2014 - Present
TD Ameritrade August 2013 - August 2014
GM Financial/AmeriCredit April 2012 - August 2013
TD Ameritrade December 2010 - March 2012
Avignon Mortgage May 2008 - September 2008
Skills
Forecasting, SAS, Access, Series 7, Financial Services, Financial Modeling, Microsoft Excel, VBA, Equities, Fixed Income, SQL, Derivatives, Financial Reporting, Corporate FP&A
Education
The University of Texas at Austin - Red McCombs School of Business
BBA, Finance
The University of Texas at Arlington - College of Business
MBA, Finance
ACTIVE Network August 2014 - Present
TD Ameritrade August 2013 - August 2014
GM Financial/AmeriCredit April 2012 - August 2013
TD Ameritrade December 2010 - March 2012
Avignon Mortgage May 2008 - September 2008
Skills
Forecasting, SAS, Access, Series 7, Financial Services, Financial Modeling, Microsoft Excel, VBA, Equities, Fixed Income, SQL, Derivatives, Financial Reporting, Corporate FP&A
Education
The University of Texas at Austin - Red McCombs School of Business
BBA, Finance
The University of Texas at Arlington - College of Business
MBA, Finance
Joshua Tingle Joshua Tingle's TD Ameritrade Experience November 2014 - Present
Job Senior Manager Data and Application Implementation
Industry Financial Services
Experience
TD Ameritrade November 2014 - Present
TD Ameritrade February 2013 - November 2014
TD Ameritrade April 2011 - February 2013
TD Ameritrade August 2008 - April 2011
Skills
Sencha EXTjs 4, Sencha Extjs 5, Sencha Touch, Web Development, CSS, AJAX, Web Design, Ext JS, Derivatives, Options, SQL, VBA, Microsoft SQL Server, Netezza, Series 63, VBScript, JavaScript, C#, SAS, Equities, Series 7, Risk Management, Quantitative Analytics, ASP.NET, Visual C#, Java, Credit Risk, Market Risk, VB.NET, R, PostgreSQL, Liquidity Risk, MySQL, PHP, ASP, jQuery, jQuery UI, Web Services, T-SQL, Margin, HTML, Quantitative Research, webMethods, Futures, Data Mining, Financial Risk, Fixed Income, Options Strategies, Series 24, Databases
Education
The University of Texas at Arlington 2001 — 2005
Sencha
Evangel Temple
TD Ameritrade November 2014 - Present
TD Ameritrade February 2013 - November 2014
TD Ameritrade April 2011 - February 2013
TD Ameritrade August 2008 - April 2011
Skills
Sencha EXTjs 4, Sencha Extjs 5, Sencha Touch, Web Development, CSS, AJAX, Web Design, Ext JS, Derivatives, Options, SQL, VBA, Microsoft SQL Server, Netezza, Series 63, VBScript, JavaScript, C#, SAS, Equities, Series 7, Risk Management, Quantitative Analytics, ASP.NET, Visual C#, Java, Credit Risk, Market Risk, VB.NET, R, PostgreSQL, Liquidity Risk, MySQL, PHP, ASP, jQuery, jQuery UI, Web Services, T-SQL, Margin, HTML, Quantitative Research, webMethods, Futures, Data Mining, Financial Risk, Fixed Income, Options Strategies, Series 24, Databases
Education
The University of Texas at Arlington 2001 — 2005
Sencha
Evangel Temple
Clinton Harwell Clinton Harwell's TD Ameritrade Experience July 2012 - Present
Job Payment Services Loss Prevention at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2012 - Present
TD Ameritrade November 2010 - June 2012
TD Ameritrade August 2009 - November 2010
Skills
Series 7, Series 63, Securities, Equities, Financial Services, Investments, Risk Management, Options, Banking, FINRA
Education
The University of Texas at Austin 2004 — 2008
Bachelor of Arts (B.A.), Economics
TD Ameritrade July 2012 - Present
TD Ameritrade November 2010 - June 2012
TD Ameritrade August 2009 - November 2010
Skills
Series 7, Series 63, Securities, Equities, Financial Services, Investments, Risk Management, Options, Banking, FINRA
Education
The University of Texas at Austin 2004 — 2008
Bachelor of Arts (B.A.), Economics
Susan Dunleavy Susan Dunleavy's TD Ameritrade Experience January 2010 - December 2011
Job Communications Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 1990 - Present
TD Ameritrade January 2010 - December 2011
Fidelity Investments July 2004 - February 2009
Fidelity Investments September 2003 - July 2004
Fidelity Investments July 2001 - September 2003
Fidelity Investments December 1999 - July 2001
Fidelity Investments November 1996 - December 1999
Fidelity Investments June 1993 - November 1996
Fidelity Investments November 1990 - June 1993
Fidelity Investments April 1989 - November 1990
Skills
Strategy, Six Sigma, Human Resources, Customer Service, Series 7, Series 63, Mutual Funds, 401k, Financial Services, Asset Allocation, Retirement, Securities, Relationship Management, Investments, Portfolio Management, Wealth Management, Strategic Financial..., Asset Managment, Process Improvement, Risk Management
Education
The University of Texas at Arlington
BBA, Finance
BBA-Finance
Bachelor of Science (BSc), Finance
Lamar High School, Arlington, TX
Fidelity Investments May 1990 - Present
TD Ameritrade January 2010 - December 2011
Fidelity Investments July 2004 - February 2009
Fidelity Investments September 2003 - July 2004
Fidelity Investments July 2001 - September 2003
Fidelity Investments December 1999 - July 2001
Fidelity Investments November 1996 - December 1999
Fidelity Investments June 1993 - November 1996
Fidelity Investments November 1990 - June 1993
Fidelity Investments April 1989 - November 1990
Skills
Strategy, Six Sigma, Human Resources, Customer Service, Series 7, Series 63, Mutual Funds, 401k, Financial Services, Asset Allocation, Retirement, Securities, Relationship Management, Investments, Portfolio Management, Wealth Management, Strategic Financial..., Asset Managment, Process Improvement, Risk Management
Education
The University of Texas at Arlington
BBA, Finance
BBA-Finance
Bachelor of Science (BSc), Finance
Lamar High School, Arlington, TX
Jordan Anderson's TD Ameritrade Experience September 2011 - July 2013
Job Wealth Management Advisor at TiaaCref
Industry Investment Management
Experience
TIAA-CREF July 2013 - Present
TD Ameritrade September 2011 - July 2013
TD Ameritrade June 2009 - September 2011
Fidelity Investments November 2003 - June 2009
Edward Jones June 2003 - December 2003
Skills
Series 7, Series 66, Retirement Planning, Mutual Funds, Asset Allocation
Education
The University of Texas at Arlington 1999 — 2002
Bachelor of Business Administration (B.B.A.), Information Technology
TIAA-CREF July 2013 - Present
TD Ameritrade September 2011 - July 2013
TD Ameritrade June 2009 - September 2011
Fidelity Investments November 2003 - June 2009
Edward Jones June 2003 - December 2003
Skills
Series 7, Series 66, Retirement Planning, Mutual Funds, Asset Allocation
Education
The University of Texas at Arlington 1999 — 2002
Bachelor of Business Administration (B.B.A.), Information Technology
Shawna Watson Shawna Watson's TD Ameritrade Experience May 2011 - Present
Job Product Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2011 - Present
TD Ameritrade May 2009 - May 2011
Fidelity Investments May 2006 - May 2009
Fidelity Investments November 2004 - May 2006
MD Buyline November 1998 - November 2003
Skills
Series 7, 401k, Coaching, Project Management, Leadership, Asset Management, Retirement, Investment Advisory, Portfolio Management, Business Development, Business Analysis, Uniform Combined State..., Mutual Funds, Investments, Series 24, Series 63, Sales Management, Management, Account Management, Strategic Planning, Securities, Team Building, Marketing
Education
Texas A&M University-Commerce 2001 — 2002
Master of Business Administration (M.B.A.), Business/Commerce, General
The University of Texas at Arlington - College of Business Administration
BS, Mgt Information Systems
TD Ameritrade May 2011 - Present
TD Ameritrade May 2009 - May 2011
Fidelity Investments May 2006 - May 2009
Fidelity Investments November 2004 - May 2006
MD Buyline November 1998 - November 2003
Skills
Series 7, 401k, Coaching, Project Management, Leadership, Asset Management, Retirement, Investment Advisory, Portfolio Management, Business Development, Business Analysis, Uniform Combined State..., Mutual Funds, Investments, Series 24, Series 63, Sales Management, Management, Account Management, Strategic Planning, Securities, Team Building, Marketing
Education
Texas A&M University-Commerce 2001 — 2002
Master of Business Administration (M.B.A.), Business/Commerce, General
The University of Texas at Arlington - College of Business Administration
BS, Mgt Information Systems
Jim Ricketts's TD Ameritrade Experience 1986 - 2007
Job President Opportunity Education Foundation
Industry International Trade and Development
Experience
Opportunity Education Foundation 2006 - Present
TD Ameritrade 1986 - 2007
Skills
Curriculum Design, Change Management, Strategic Planning, Securities, Teaching, Mergers, Nonprofits, Mergers & Acquisitions, Program Management, Organizational..., Leadership Development, Executive Management, Executive Coaching, Leadership, Management, Entrepreneurship, Start-ups, Management Consulting, Business Planning, Small Business, Coaching, Strategy, Team Building, Training, Public Speaking, Workshop Facilitation, Fundraising
Education
Thomas Jefferson School of Law 1977 — 1979
Juris Doctorate, Law
Wayne State College 1970 — 1974
BS, Communication Arts
Opportunity Education Foundation 2006 - Present
TD Ameritrade 1986 - 2007
Skills
Curriculum Design, Change Management, Strategic Planning, Securities, Teaching, Mergers, Nonprofits, Mergers & Acquisitions, Program Management, Organizational..., Leadership Development, Executive Management, Executive Coaching, Leadership, Management, Entrepreneurship, Start-ups, Management Consulting, Business Planning, Small Business, Coaching, Strategy, Team Building, Training, Public Speaking, Workshop Facilitation, Fundraising
Education
Thomas Jefferson School of Law 1977 — 1979
Juris Doctorate, Law
Wayne State College 1970 — 1974
BS, Communication Arts
Julius Berotte Julius Berotte's TD Ameritrade Experience 2008 - 2008
Job Financial Analyst Sr. at Lockheed Martin
Industry Aviation & Aerospace
Experience
Lockheed Martin October 2008 - Present
Lockheed Martin March 2013 - March 2015
FIS Flood Services January 2007 - September 2008
TD Ameritrade 2008 - 2008
First Investors January 2007 - July 2007
Texas Health Resources June 2005 - August 2005
Skills
Analysis, Proposal Writing, Procurement, Contract Management, Software Documentation, Accounting, Government, Purchasing, Data Entry, Research, Policy, Data Analysis, Microsoft Office, Supply Chain, Finance, Microsoft Excel, System Administration, Negotiation, PowerPoint
Education
The University of Texas at Arlington - College of Business 2006 — 2008
MBA, finance, marketing, and economics
ACCOMPLISHMENTS 2003 — 2006
Bachelor of Business Administration (B.B.A.), Economics
The University of Texas at Arlington 2003 — 2006
Bachelor of Business Administration, Arlington Economics
Lockheed Martin October 2008 - Present
Lockheed Martin March 2013 - March 2015
FIS Flood Services January 2007 - September 2008
TD Ameritrade 2008 - 2008
First Investors January 2007 - July 2007
Texas Health Resources June 2005 - August 2005
Skills
Analysis, Proposal Writing, Procurement, Contract Management, Software Documentation, Accounting, Government, Purchasing, Data Entry, Research, Policy, Data Analysis, Microsoft Office, Supply Chain, Finance, Microsoft Excel, System Administration, Negotiation, PowerPoint
Education
The University of Texas at Arlington - College of Business 2006 — 2008
MBA, finance, marketing, and economics
ACCOMPLISHMENTS 2003 — 2006
Bachelor of Business Administration (B.B.A.), Economics
The University of Texas at Arlington 2003 — 2006
Bachelor of Business Administration, Arlington Economics
Heidi Rossy Heidi Rossy's TD Ameritrade Experience November 2012 - Present
Job Team Manager, Settlements at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade November 2012 - Present
TD Ameritrade November 2011 - November 2012
TD Ameritrade August 2009 - November 2011
Fidelity Investments April 2006 - June 2008
Fidelity Investments August 2003 - April 2006
Fidelity Investments November 1999 - August 2003
Fidelity Investments October 1997 - November 1999
Skills
Qualified Retirement..., Mutual Funds, Management, Series 7, Series 63, Financial Services, Asset Allocation, 401k, Customer Service, Employee Benefits, Retirement, Microsoft Excel, Salesforce.com, Microsoft Office, Series 24, 401k Rollovers, Traditional IRA, Roth IRA, Settlement
Education
The University of Texas at Arlington 1993 — 1997
BBA, Business Management
TD Ameritrade November 2012 - Present
TD Ameritrade November 2011 - November 2012
TD Ameritrade August 2009 - November 2011
Fidelity Investments April 2006 - June 2008
Fidelity Investments August 2003 - April 2006
Fidelity Investments November 1999 - August 2003
Fidelity Investments October 1997 - November 1999
Skills
Qualified Retirement..., Mutual Funds, Management, Series 7, Series 63, Financial Services, Asset Allocation, 401k, Customer Service, Employee Benefits, Retirement, Microsoft Excel, Salesforce.com, Microsoft Office, Series 24, 401k Rollovers, Traditional IRA, Roth IRA, Settlement
Education
The University of Texas at Arlington 1993 — 1997
BBA, Business Management
Chadi Fakhralddine Chadi Fakhralddine's TD Ameritrade Experience February 2013 - October 2014
Job Quantitative Finance
Industry Financial Services
Experience
J.P. Morgan February 2015 - Present
UPS October 2014 - January 2015
TD Ameritrade February 2013 - October 2014
J.P. Morgan June 2012 - February 2013
Jusair Group Inc September 2009 - June 2012
Skills
Customer Service, QuickBooks, Peachtree, Sales, Microsoft Office, Financial Modeling, Visual Basic, Arabic, NCSS, General Office Skills, Appointment Scheduling, Preparation Of Reports, Data Analysis, Microsoft Excel, PowerPoint, Time Management, Microsoft Word, Financial Variance..., Basic knowledge with VBA, Complex problem solving, Superior research skills, Goal-oriented..., Self-motivated..., Superior time management, Excellent communication..., Outlook, Access, Finance, Corporate Finance, Financial Risk, Data Mining, Critical Thinking, Teamwork, Process Improvement, Account Reconciliation, Accounting, Financial Analysis, Financial Accounting, General Ledger, Credit, Research, Analysis, Payroll
Education
The University of Texas at Arlington - College of Business Administration 2009 — 2011
Finance, MS Quantitative Finance, 3.25
The University of Texas at Arlington - College of Business Administration 2006 — 2009
Finance, Finance, 2.89
Brookhaven Community College 2002 — 2006
Associate, Arts and sceince, 3.75
J.P. Morgan February 2015 - Present
UPS October 2014 - January 2015
TD Ameritrade February 2013 - October 2014
J.P. Morgan June 2012 - February 2013
Jusair Group Inc September 2009 - June 2012
Skills
Customer Service, QuickBooks, Peachtree, Sales, Microsoft Office, Financial Modeling, Visual Basic, Arabic, NCSS, General Office Skills, Appointment Scheduling, Preparation Of Reports, Data Analysis, Microsoft Excel, PowerPoint, Time Management, Microsoft Word, Financial Variance..., Basic knowledge with VBA, Complex problem solving, Superior research skills, Goal-oriented..., Self-motivated..., Superior time management, Excellent communication..., Outlook, Access, Finance, Corporate Finance, Financial Risk, Data Mining, Critical Thinking, Teamwork, Process Improvement, Account Reconciliation, Accounting, Financial Analysis, Financial Accounting, General Ledger, Credit, Research, Analysis, Payroll
Education
The University of Texas at Arlington - College of Business Administration 2009 — 2011
Finance, MS Quantitative Finance, 3.25
The University of Texas at Arlington - College of Business Administration 2006 — 2009
Finance, Finance, 2.89
Brookhaven Community College 2002 — 2006
Associate, Arts and sceince, 3.75
Seth Levy Seth Levy's TD Ameritrade Experience February 2011 - June 2011
Job Account Management | Leadership & Training | Solution Selling | Competitive Analysis
Industry Medical Devices
Experience
Oracle December 2014 - Present
LegalZoom August 2012 - December 2014
Beckman Coulter July 2011 - July 2012
TD Ameritrade February 2011 - June 2011
Smart Circle International/Impact Events Inc. June 2010 - September 2010
U.S. Fish and Wildlife Services June 2009 - June 2010
U.S. Geological Survey June 2007 - August 2007
University of Texas at Austin February 2005 - November 2006
Brackenridge Hospital January 2005 - May 2005
TOM THUMB January 1998 - January 2005
Skills
Customer Service, Research, Microsoft Excel, PowerPoint, Sales, Microsoft Office, Project Management, Account Management, Microsoft Word, Public Speaking, Salesforce.com, Data Analysis, Team Leadership, Leadership, Team Building, Sales Management, Customer Satisfaction, Time Management, Analysis
Education
The University of Texas at Austin 2004 — 2009
Bachelor's of Science (B.S.), Biology, Businees Foundations Certificate (minor)
North Crowley High School 2000 — 2004
Oracle December 2014 - Present
LegalZoom August 2012 - December 2014
Beckman Coulter July 2011 - July 2012
TD Ameritrade February 2011 - June 2011
Smart Circle International/Impact Events Inc. June 2010 - September 2010
U.S. Fish and Wildlife Services June 2009 - June 2010
U.S. Geological Survey June 2007 - August 2007
University of Texas at Austin February 2005 - November 2006
Brackenridge Hospital January 2005 - May 2005
TOM THUMB January 1998 - January 2005
Skills
Customer Service, Research, Microsoft Excel, PowerPoint, Sales, Microsoft Office, Project Management, Account Management, Microsoft Word, Public Speaking, Salesforce.com, Data Analysis, Team Leadership, Leadership, Team Building, Sales Management, Customer Satisfaction, Time Management, Analysis
Education
The University of Texas at Austin 2004 — 2009
Bachelor's of Science (B.S.), Biology, Businees Foundations Certificate (minor)
North Crowley High School 2000 — 2004
Joseph Egloff's TD Ameritrade Experience July 2015 - Present
Job Branch Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2015 - Present
Fidelity Investments March 2000 - Present
Skills
Series 7, Series 63, Investments, Mutual Funds, Financial Services, Retirement Planning, Customer Service, Financial Planning, Finance, Relationship Management, Series 9/10
Education
Thomas More College
TD Ameritrade July 2015 - Present
Fidelity Investments March 2000 - Present
Skills
Series 7, Series 63, Investments, Mutual Funds, Financial Services, Retirement Planning, Customer Service, Financial Planning, Finance, Relationship Management, Series 9/10
Education
Thomas More College
David Herod's TD Ameritrade Experience 2004 - 2011
Job Sr. Software Consultant TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade 2004 - 2011
Frito Lay 1989 - 1994
Skills
SDLC, Business Analysis, Requirements Analysis, SQL, Agile Methodologies, Software Project..., Integration, SharePoint, Software Development, Vendor Management
Education
The University of Texas at Austin 1985 — 1988
Mechanical Engineering
TD Ameritrade 2004 - 2011
Frito Lay 1989 - 1994
Skills
SDLC, Business Analysis, Requirements Analysis, SQL, Agile Methodologies, Software Project..., Integration, SharePoint, Software Development, Vendor Management
Education
The University of Texas at Austin 1985 — 1988
Mechanical Engineering
Hans Rhodes's TD Ameritrade Experience January 2009 - August 2009
Job Web Developer at Meadows Center for Preventing Education Risk
Industry Internet
Experience
Meadows Center for Preventing Education Risk June 2011 - Present
Earth Science August 2009 - June 2011
TD Ameritrade January 2009 - August 2009
Assent LLC June 2005 - December 2008
Kershner Trading Group May 2003 - July 2005
Skills
Asset Managment, Series 63, Risk Management, Equities, Financial Modeling, Portfolio Management, Trading, Proprietary Trading, Financial Analysis, Investments, Mutual Funds, Series 7, Equity Trading, Trading Strategies, Business Analysis
Education
The University of Texas at Austin 1996 — 2000
Meadows Center for Preventing Education Risk June 2011 - Present
Earth Science August 2009 - June 2011
TD Ameritrade January 2009 - August 2009
Assent LLC June 2005 - December 2008
Kershner Trading Group May 2003 - July 2005
Skills
Asset Managment, Series 63, Risk Management, Equities, Financial Modeling, Portfolio Management, Trading, Proprietary Trading, Financial Analysis, Investments, Mutual Funds, Series 7, Equity Trading, Trading Strategies, Business Analysis
Education
The University of Texas at Austin 1996 — 2000
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
Randy L. Tripp's TD Ameritrade Experience April 2013 - Present
Job Managing Director, Chief Audit Executive at TD Ameritrade
Industry Financial Services
Experience
Completely KIDS January 2014 - Present
TD Ameritrade April 2013 - Present
E*TRADE Financial June 2011 - April 2013
E*TRADE Financial April 2004 - June 2011
Avaya March 2001 - April 2004
Deutsche Bank February 1995 - March 2001
ITT Financial February 1994 - February 1995
ITT Financial September 1991 - February 1994
The Boatmen's National Bank of St. Louis December 1990 - September 1991
Community Federal Savings and Loan Association February 1987 - December 1990
Skills
Risk Management, Internal Audit, Internal Controls, Fraud, Financial Risk, Enterprise Risk..., SEC filings, Financial Analysis, Auditing, Mergers, Risk Assessment, Executive Management, Corporate Governance, Due Diligence, IT Audit, Financial Reporting, Sarbanes-Oxley, Governance, Mergers & Acquisitions, Forecasting, Finance, Strategy, Banking, Credit Risk, Equities, Financial Services, Investments, Change Management, Leadership, Management, Operational Risk..., Budgets, Securities, AML, Financial Modeling, Cash Management, Strategic Financial..., Operational Risk, Managerial Finance, Corporate Finance, Capital Markets, Asset Management, Fixed Income, COSO, Loans, Derivatives, Investment Banking, Portfolio Management, Credit, Hedge Funds
Education
Center for Creative Leadership 1996 — 1996
Leadership Development Program, Executive Management Skills
The University of Texas at Austin 1989 — 1991
Graduate Banking Certificate, Savings Institution Management
University of Missouri-Saint Louis 1974 — 1978
Bachelor of Science (BS), Accounting
Hazelwood High School 1973 — 1974
Completely KIDS January 2014 - Present
TD Ameritrade April 2013 - Present
E*TRADE Financial June 2011 - April 2013
E*TRADE Financial April 2004 - June 2011
Avaya March 2001 - April 2004
Deutsche Bank February 1995 - March 2001
ITT Financial February 1994 - February 1995
ITT Financial September 1991 - February 1994
The Boatmen's National Bank of St. Louis December 1990 - September 1991
Community Federal Savings and Loan Association February 1987 - December 1990
Skills
Risk Management, Internal Audit, Internal Controls, Fraud, Financial Risk, Enterprise Risk..., SEC filings, Financial Analysis, Auditing, Mergers, Risk Assessment, Executive Management, Corporate Governance, Due Diligence, IT Audit, Financial Reporting, Sarbanes-Oxley, Governance, Mergers & Acquisitions, Forecasting, Finance, Strategy, Banking, Credit Risk, Equities, Financial Services, Investments, Change Management, Leadership, Management, Operational Risk..., Budgets, Securities, AML, Financial Modeling, Cash Management, Strategic Financial..., Operational Risk, Managerial Finance, Corporate Finance, Capital Markets, Asset Management, Fixed Income, COSO, Loans, Derivatives, Investment Banking, Portfolio Management, Credit, Hedge Funds
Education
Center for Creative Leadership 1996 — 1996
Leadership Development Program, Executive Management Skills
The University of Texas at Austin 1989 — 1991
Graduate Banking Certificate, Savings Institution Management
University of Missouri-Saint Louis 1974 — 1978
Bachelor of Science (BS), Accounting
Hazelwood High School 1973 — 1974
Carleen Guerrero's TD Ameritrade Experience 2003 - 2004
Job PMO Manager at CSC Computer Sciences Corporation
Industry Information Technology and Services
Experience
CSC - Computer Sciences Corporation June 2013 - Present
CSC March 2008 - Present
Sports Media 2010 - 2012
CSC April 2005 - March 2008
Ameritrade November 2003 - July 2004
TD Ameritrade 2003 - 2004
Panasonic January 1996 - December 2002
Skills
PMO, Process Improvement, Customer Relations, Metrics, Customer Service, Process Development, Documentation, Billing, SAP, Excel, Change Management, Program Management, Compliance, Performance Management, Sales Pipeline..., Project Governance, Project Control, Project Portfolio...
Education
The University of Texas at Arlington - College of Business
CSC - Computer Sciences Corporation June 2013 - Present
CSC March 2008 - Present
Sports Media 2010 - 2012
CSC April 2005 - March 2008
Ameritrade November 2003 - July 2004
TD Ameritrade 2003 - 2004
Panasonic January 1996 - December 2002
Skills
PMO, Process Improvement, Customer Relations, Metrics, Customer Service, Process Development, Documentation, Billing, SAP, Excel, Change Management, Program Management, Compliance, Performance Management, Sales Pipeline..., Project Governance, Project Control, Project Portfolio...
Education
The University of Texas at Arlington - College of Business
Nicholas Gaugler's TD Ameritrade Experience September 2007 - October 2009
Job Program Manager at TD Ameritrade Institutional
Industry Investment Management
Experience
TD Ameritrade Institutional October 2014 - Present
TD Ameritrade Institutional October 2012 - October 2014
TD Ameritrade Institutional October 2010 - October 2012
TD Ameritrade Institutional October 2009 - October 2010
TD Ameritrade September 2007 - October 2009
Education
The University of Texas at Arlington 2000 — 2005
Bachelor's Degree, Communications
TD Ameritrade Institutional October 2014 - Present
TD Ameritrade Institutional October 2012 - October 2014
TD Ameritrade Institutional October 2010 - October 2012
TD Ameritrade Institutional October 2009 - October 2010
TD Ameritrade September 2007 - October 2009
Education
The University of Texas at Arlington 2000 — 2005
Bachelor's Degree, Communications
Andrew Tollemache's TD Ameritrade Experience October 2010 - April 2014
Job Head of Trading at Kershner Trading Group
Industry Financial Services
Experience
Kershner Trading Group August 2014 - Present
Kershner Trading Group April 2014 - Present
TD Ameritrade October 2010 - April 2014
Kershner Trading Group May 2000 - October 2010
Protrader July 1998 - May 2000
Cornerstone Securities November 1997 - July 1998
Baker and Brinkley 1997 - 1997
Skills
Equity Trading, Series 7, Trading, Trading Strategies, Equities, Options
Education
The University of Texas at Austin 1994 — 1996
BA, Political Science and Economics
Kershner Trading Group August 2014 - Present
Kershner Trading Group April 2014 - Present
TD Ameritrade October 2010 - April 2014
Kershner Trading Group May 2000 - October 2010
Protrader July 1998 - May 2000
Cornerstone Securities November 1997 - July 1998
Baker and Brinkley 1997 - 1997
Skills
Equity Trading, Series 7, Trading, Trading Strategies, Equities, Options
Education
The University of Texas at Austin 1994 — 1996
BA, Political Science and Economics
Daniel Watchorn's TD Ameritrade Experience May 2007 - October 2008
Job Senior Treasury Analyst at Vantiv
Industry Financial Services
Experience
Vantiv December 2014 - Present
Procter & Gamble January 2012 - Present
Procter & Gamble December 2008 - January 2012
TD Ameritrade May 2007 - October 2008
Skills
Credit Risk, Credit Analysis, Commercial Paper, Foreign Currency..., Bloomberg Terminal, SAP, Management, Financial Analysis
Education
Thomas More College 2012 — 2013
Master of Business Administration (MBA)
Thomas More College 1900 — 1901
BA, Business Administration
Vantiv December 2014 - Present
Procter & Gamble January 2012 - Present
Procter & Gamble December 2008 - January 2012
TD Ameritrade May 2007 - October 2008
Skills
Credit Risk, Credit Analysis, Commercial Paper, Foreign Currency..., Bloomberg Terminal, SAP, Management, Financial Analysis
Education
Thomas More College 2012 — 2013
Master of Business Administration (MBA)
Thomas More College 1900 — 1901
BA, Business Administration
Patrick Doporto's TD Ameritrade Experience March 2011 - May 2013
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2015 - Present
Battleground Texas June 2014 - November 2014
Battleground Texas February 2014 - June 2014
Garage Door Solutions DFW 2013 - 2014
TD Ameritrade March 2011 - May 2013
Fidelity Investments December 2007 - February 2009
Fidelity Investments April 2007 - December 2007
Fidelity Investments September 2005 - April 2007
Skills
Financial Services, Investments, Series 7, Leadership, Call Centers, Retirement Planning, Training, FINRA, 401k, Series 63, Mutual Funds, Relationship Management, Series 6, Process Improvement, Management
Education
The University of Texas at Austin
BA, Political Science
Edward Jones February 2015 - Present
Battleground Texas June 2014 - November 2014
Battleground Texas February 2014 - June 2014
Garage Door Solutions DFW 2013 - 2014
TD Ameritrade March 2011 - May 2013
Fidelity Investments December 2007 - February 2009
Fidelity Investments April 2007 - December 2007
Fidelity Investments September 2005 - April 2007
Skills
Financial Services, Investments, Series 7, Leadership, Call Centers, Retirement Planning, Training, FINRA, 401k, Series 63, Mutual Funds, Relationship Management, Series 6, Process Improvement, Management
Education
The University of Texas at Austin
BA, Political Science
Mauro Marquez's TD Ameritrade Experience November 2010 - July 2013
Job Private Wealth Management Associate
Industry Financial Services
Experience
Neuberger Berman July 2013 - Present
TD Ameritrade November 2010 - July 2013
Edward Jones December 2009 - November 2010
Skills
Analysis, Finance, Accounting, Management, Microsoft Excel, Derivatives, Account Reconciliation, Internal Audit, Hedge Funds, Financial Analysis, Financial Services, Banking, Options, Data Analysis, Financial Reporting, Series 7, Series 63
Education
The University of Texas at Arlington 2005 — 2009
Bachelors of Business Administration, Finance
Neuberger Berman July 2013 - Present
TD Ameritrade November 2010 - July 2013
Edward Jones December 2009 - November 2010
Skills
Analysis, Finance, Accounting, Management, Microsoft Excel, Derivatives, Account Reconciliation, Internal Audit, Hedge Funds, Financial Analysis, Financial Services, Banking, Options, Data Analysis, Financial Reporting, Series 7, Series 63
Education
The University of Texas at Arlington 2005 — 2009
Bachelors of Business Administration, Finance
Greg Childress's TD Ameritrade Experience March 2002 - March 2012
Job Investment Sales & Services Manager
Industry Financial Services
Experience
USAA July 2013 - Present
TD Ameritrade March 2002 - March 2012
TD Ameritrade April 1996 - February 2002
Principal Financial Group May 1995 - October 1995
Reynolds Kendrick Stratton, Inc. January 1992 - July 1994
Skills
Financial Services, Risk Management, Series 7, Retirement Planning, Financial Risk, Wealth Management, Mutual Funds, Series 63, Uniform Combined State..., Retirement, Finance, Investment Advisory, Strategic Financial..., Investments, Securities, IRAs, Asset Allocation, Financial Advisory, Portfolio Management, Equities, Investment Strategies, Series 65, ETFs, Options, FINRA, Asset Management
Education
The University of Texas at Austin
USAA July 2013 - Present
TD Ameritrade March 2002 - March 2012
TD Ameritrade April 1996 - February 2002
Principal Financial Group May 1995 - October 1995
Reynolds Kendrick Stratton, Inc. January 1992 - July 1994
Skills
Financial Services, Risk Management, Series 7, Retirement Planning, Financial Risk, Wealth Management, Mutual Funds, Series 63, Uniform Combined State..., Retirement, Finance, Investment Advisory, Strategic Financial..., Investments, Securities, IRAs, Asset Allocation, Financial Advisory, Portfolio Management, Equities, Investment Strategies, Series 65, ETFs, Options, FINRA, Asset Management
Education
The University of Texas at Austin
Irma Barrios's TD Ameritrade Experience September 2008 - November 2008
Job Fraud Initiation Analyst
Industry Banking
Experience
Starbucks Company November 2009 - Present
Southwestern Company May 2009 - August 2009
Circuit City May 2007 - March 2009
TD Ameritrade September 2008 - November 2008
Farmers Insurance Agency January 2006 - May 2007
Wal-Mart May 2005 - January 2006
Education
The University of Texas at Arlington 2007 — 2011
Bachelor, Business Administration; International Business; Spanish
Starbucks Company November 2009 - Present
Southwestern Company May 2009 - August 2009
Circuit City May 2007 - March 2009
TD Ameritrade September 2008 - November 2008
Farmers Insurance Agency January 2006 - May 2007
Wal-Mart May 2005 - January 2006
Education
The University of Texas at Arlington 2007 — 2011
Bachelor, Business Administration; International Business; Spanish
Adrienne Rosales's TD Ameritrade Experience November 2011 - March 2012
Job Sales Associate at Meritage Homes
Industry Real Estate
Experience
Meritage Homes May 2014 - Present
Nationwide Insurance August 2012 - April 2014
Wells Fargo May 2012 - July 2012
TD Ameritrade November 2011 - March 2012
Sabre Holdings March 2009 - November 2011
Spirit Airlines September 2008 - December 2009
ExpressJet Airlines March 2007 - September 2008
Skills
Strategic Financial..., Social Networking, Sales, Data Analysis, Direct Sales, Marketing Strategy, Financial Analysis, Account Management, Small Business, Marketing, Management, Team Building, Financial Planning, Project Management, Time Management
Education
The University of Texas at San Antonio 2003 — 2009
BBA, Business
John Marshall High School 1997 — 2000
Business Administration and Management, General
Meritage Homes May 2014 - Present
Nationwide Insurance August 2012 - April 2014
Wells Fargo May 2012 - July 2012
TD Ameritrade November 2011 - March 2012
Sabre Holdings March 2009 - November 2011
Spirit Airlines September 2008 - December 2009
ExpressJet Airlines March 2007 - September 2008
Skills
Strategic Financial..., Social Networking, Sales, Data Analysis, Direct Sales, Marketing Strategy, Financial Analysis, Account Management, Small Business, Marketing, Management, Team Building, Financial Planning, Project Management, Time Management
Education
The University of Texas at San Antonio 2003 — 2009
BBA, Business
John Marshall High School 1997 — 2000
Business Administration and Management, General
Bret Wellensiek's TD Ameritrade Experience March 2010 - Present
Job MBA, PMP
Industry Financial Services
Experience
TD Ameritrade March 2010 - Present
US Army 2004 - 2008
US Army June 2006 - September 2007
US Army May 2005 - June 2006
Skills
series 7, Series 63, Series 24, PMP
Education
The University of Texas at San Antonio 2007 — 2008
MBA, Finance
University of Nebraska-Lincoln 2000 — 2004
Bachelor, Marketing
TD Ameritrade March 2010 - Present
US Army 2004 - 2008
US Army June 2006 - September 2007
US Army May 2005 - June 2006
Skills
series 7, Series 63, Series 24, PMP
Education
The University of Texas at San Antonio 2007 — 2008
MBA, Finance
University of Nebraska-Lincoln 2000 — 2004
Bachelor, Marketing
Clark Taylor's TD Ameritrade Experience April 2009 - Present
Job Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2009 - Present
Fidelity Investments December 1999 - December 2008
Citigroup February 1991 - March 1998
Education
The University of Texas at Dallas
BA, Finance and Economics
TD Ameritrade April 2009 - Present
Fidelity Investments December 1999 - December 2008
Citigroup February 1991 - March 1998
Education
The University of Texas at Dallas
BA, Finance and Economics
Jenifer Curlis's TD Ameritrade Experience September 2005 - Present
Job Relationship Manager
Industry Financial Services
Experience
TD Ameritrade September 2005 - Present
TD Ameritrade 2005 - 2009
Delta Air Lines May 2000 - September 2005
delta air lines 2000 - 2005
Education
The University of Texas at Arlington - College of Business 2000 — 2003
Business Management, Business
TD Ameritrade September 2005 - Present
TD Ameritrade 2005 - 2009
Delta Air Lines May 2000 - September 2005
delta air lines 2000 - 2005
Education
The University of Texas at Arlington - College of Business 2000 — 2003
Business Management, Business
Marc Thiltgen, CFP's TD Ameritrade Experience 2008 - 2009
Job Independent Financial Professional
Industry Financial Services
Experience
Monte Vista Wealth Management, Inc 2009 - Present
Planto Roe Financial Services May 2015 - August 2015
Beacon Financial Group, Inc. April 2013 - December 2013
TD Ameritrade 2008 - 2009
USAA May 1998 - August 2008
Skills
Retirement Planning, Investment Management, Financial Planners, Estate Planning, Wealth Management, Strategic Financial..., Investments, Asset Managment, Investment Advisory, Asset Allocation, Financial Goals, Investment Strategies, Financial Advisory, IRAs, Mutual Funds, Series 63, Series 7, Asset Management
Education
The University of Texas at Austin - Red McCombs School of Business 1990 — 1994
BBA, Finance
Alamo Heights HS
Monte Vista Wealth Management, Inc 2009 - Present
Planto Roe Financial Services May 2015 - August 2015
Beacon Financial Group, Inc. April 2013 - December 2013
TD Ameritrade 2008 - 2009
USAA May 1998 - August 2008
Skills
Retirement Planning, Investment Management, Financial Planners, Estate Planning, Wealth Management, Strategic Financial..., Investments, Asset Managment, Investment Advisory, Asset Allocation, Financial Goals, Investment Strategies, Financial Advisory, IRAs, Mutual Funds, Series 63, Series 7, Asset Management
Education
The University of Texas at Austin - Red McCombs School of Business 1990 — 1994
BBA, Finance
Alamo Heights HS
Travis Ho's TD Ameritrade Experience August 2013 - May 2015
Job G/L Analyst at Oak Hill Advisors, L.P.
Industry Financial Services
Experience
Oak Hill Advisors, L.P. May 2015 - Present
TD Ameritrade August 2013 - May 2015
TD Ameritrade August 2011 - August 2013
TD Ameritrade March 2010 - August 2011
TD Ameritrade September 2008 - March 2010
Neiman Marcus July 2003 - May 2009
Skills
Options, Trading, Equities, Series 7, Series 63, Process Improvement, Microsoft Excel, Securities, FINRA, Wealth Management, Bloomberg, corporate actions, Management, purchase and sales, Investments, Series 24, SQL, VBA, Tableau, Data Visualization, Data Analysis, Account Reconciliation, Process Automation, Automation, Brokerage, Retirement, Bonds, Databases, Database Design, Database Administration, Business Process..., Operational Efficiency, UAT coordination
Education
The University of Texas at Arlington - College of Business Administration 2002 — 2007
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Oak Hill Advisors, L.P. May 2015 - Present
TD Ameritrade August 2013 - May 2015
TD Ameritrade August 2011 - August 2013
TD Ameritrade March 2010 - August 2011
TD Ameritrade September 2008 - March 2010
Neiman Marcus July 2003 - May 2009
Skills
Options, Trading, Equities, Series 7, Series 63, Process Improvement, Microsoft Excel, Securities, FINRA, Wealth Management, Bloomberg, corporate actions, Management, purchase and sales, Investments, Series 24, SQL, VBA, Tableau, Data Visualization, Data Analysis, Account Reconciliation, Process Automation, Automation, Brokerage, Retirement, Bonds, Databases, Database Design, Database Administration, Business Process..., Operational Efficiency, UAT coordination
Education
The University of Texas at Arlington - College of Business Administration 2002 — 2007
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Thomas Hagan's TD Ameritrade Experience January 2006 - January 2011
Job Senior, Tax Incentives and Credits at EY
Industry Financial Services
Experience
EY July 2013 - Present
TD Ameritrade Institutional January 2011 - July 2013
TD Ameritrade January 2006 - January 2011
Skills
Mutual Funds, Wealth Management, Relationship Management, Portfolio Management, Financial Services, Series 7, Equities, Investments, Banking, Series 63, Securities, Credit, Customer Service, Management, Finance, Leadership, Financial Advisory, Financial Analysis, Sales, Microsoft Excel
Education
The University of Texas at Austin 1998 — 2002
Government, Political Science and Sociology
The University of Texas at Austin
EY July 2013 - Present
TD Ameritrade Institutional January 2011 - July 2013
TD Ameritrade January 2006 - January 2011
Skills
Mutual Funds, Wealth Management, Relationship Management, Portfolio Management, Financial Services, Series 7, Equities, Investments, Banking, Series 63, Securities, Credit, Customer Service, Management, Finance, Leadership, Financial Advisory, Financial Analysis, Sales, Microsoft Excel
Education
The University of Texas at Austin 1998 — 2002
Government, Political Science and Sociology
The University of Texas at Austin
Sean Mullagan's TD Ameritrade Experience September 2008 - November 2009
Job Risk Analyst at The Options Clearing Corporation
Industry Higher Education
Experience
The Options Clearing Corporation February 2014 - Present
SWS Group May 2010 - September 2013
TD Ameritrade September 2008 - November 2009
Skills
Futures Trading, Options, CFA Level I, CAIA, Asset Managment, Finance, Fixed Income, Equities, Trading, Management, Financial Risk, Financial Analysis, Mutual Funds, Series 7, Series 63, Securities, Investments, Financial Modeling, Portfolio Management, Uniform Combined State..., Economics, Real Estate, Risk Management, CFA Level II Candidate, Alternative Investments
Education
The University of Texas at Arlington 2010 — 2012
Master of Business Administration (MBA)
The University of Texas at Arlington - College of Business 2004 — 2008
BBA, Finance
The Options Clearing Corporation February 2014 - Present
SWS Group May 2010 - September 2013
TD Ameritrade September 2008 - November 2009
Skills
Futures Trading, Options, CFA Level I, CAIA, Asset Managment, Finance, Fixed Income, Equities, Trading, Management, Financial Risk, Financial Analysis, Mutual Funds, Series 7, Series 63, Securities, Investments, Financial Modeling, Portfolio Management, Uniform Combined State..., Economics, Real Estate, Risk Management, CFA Level II Candidate, Alternative Investments
Education
The University of Texas at Arlington 2010 — 2012
Master of Business Administration (MBA)
The University of Texas at Arlington - College of Business 2004 — 2008
BBA, Finance
Myles Cavell's TD Ameritrade Experience July 2011 - Present
Job Program Manager, Retail Strategy and Operations TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2011 - Present
TD Ameritrade January 2010 - June 2011
TD Ameritrade December 2007 - November 2008
PharmaForm 2002 - 2004
Skills
Series 7, Options, Financial Services, Mutual Funds, Series 63, Investments, Wealth Management, Asset Allocation, Cat Herding, Equities, Securities
Education
The University of Texas at Austin 2001 — 2005
JD, Law
TD Ameritrade July 2011 - Present
TD Ameritrade January 2010 - June 2011
TD Ameritrade December 2007 - November 2008
PharmaForm 2002 - 2004
Skills
Series 7, Options, Financial Services, Mutual Funds, Series 63, Investments, Wealth Management, Asset Allocation, Cat Herding, Equities, Securities
Education
The University of Texas at Austin 2001 — 2005
JD, Law
Jordan Hirsch's TD Ameritrade Experience October 2012 - May 2013
Job Reverse Mortgage Specialist
Industry Banking
Experience
Champion Mortgage April 2014 - Present
Nationstar Mortgage May 2013 - April 2014
TD Ameritrade October 2012 - May 2013
MAC's Steak and Seafood August 2011 - September 2012
Broken Films May 2011 - September 2011
The Cheesecake Factory September 2007 - December 2010
Dillard's March 2007 - July 2007
Skills
AP writing, Strategic Communications, Integrated Marketing, Press Releases, Public Relations, Social Media, Press Kits, Media Relations, Event Planning, Ap Style, Facebook, Speech Writing, Blogging, Tumblr, Publicity, Event Management, Marketing Communications, Social Media Marketing, Social Networking, Cision, Advertising, Crisis Communications, YouTube
Education
The University of Texas at Arlington 2006 — 2011
BA study in Communications, Public Relations
The University of Texas at Arlington 2006 — 2011
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication
Champion Mortgage April 2014 - Present
Nationstar Mortgage May 2013 - April 2014
TD Ameritrade October 2012 - May 2013
MAC's Steak and Seafood August 2011 - September 2012
Broken Films May 2011 - September 2011
The Cheesecake Factory September 2007 - December 2010
Dillard's March 2007 - July 2007
Skills
AP writing, Strategic Communications, Integrated Marketing, Press Releases, Public Relations, Social Media, Press Kits, Media Relations, Event Planning, Ap Style, Facebook, Speech Writing, Blogging, Tumblr, Publicity, Event Management, Marketing Communications, Social Media Marketing, Social Networking, Cision, Advertising, Crisis Communications, YouTube
Education
The University of Texas at Arlington 2006 — 2011
BA study in Communications, Public Relations
The University of Texas at Arlington 2006 — 2011
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication
Michael Machuca's TD Ameritrade Experience June 2012 - March 2015
Job .
Industry Financial Services
Experience
Robinhood March 2015 - Present
TD Ameritrade June 2012 - March 2015
TD Ameritrade February 2011 - June 2012
Best Buy July 2009 - May 2011
Skills
Sales, Retail, Credit, Customer Service, Customer Satisfaction, Customer Experience, Sales Process, Sales Management, Microsoft Excel, Outlook, Microsoft Office, Time Management, Access, PowerPoint, File Management, PeopleSoft, Call Center, Analytical Skills, Microsoft Word, Management, Risk Management, Leadership
Education
University of North Texas 2013 — 2014
Master of Business Administration (MBA), Finance, General
The University of Texas at Arlington 2009 — 2011
Bachelor of Science (BS), Economics
Robinhood March 2015 - Present
TD Ameritrade June 2012 - March 2015
TD Ameritrade February 2011 - June 2012
Best Buy July 2009 - May 2011
Skills
Sales, Retail, Credit, Customer Service, Customer Satisfaction, Customer Experience, Sales Process, Sales Management, Microsoft Excel, Outlook, Microsoft Office, Time Management, Access, PowerPoint, File Management, PeopleSoft, Call Center, Analytical Skills, Microsoft Word, Management, Risk Management, Leadership
Education
University of North Texas 2013 — 2014
Master of Business Administration (MBA), Finance, General
The University of Texas at Arlington 2009 — 2011
Bachelor of Science (BS), Economics
Mustafa Ehimeakhe's TD Ameritrade Experience January 2006 - December 2009
Job
Industry Financial Services
Experience
Constellation January 2010 - September 2010
TD Ameritrade January 2006 - December 2009
DEG Wealth Management April 2005 - December 2005
American Express August 2004 - April 2005
Skills
Portfolio Management, Investments, Equities, Fixed Income, Finance, CRM, Analysis, Business Development, Management, Bonds, Commodity, Training, Structured Finance, Internal Controls, Account Reconciliation
Education
The University of Texas at Austin 1999 — 2003
Bachelor of Arts (B.A.), Economics
Constellation January 2010 - September 2010
TD Ameritrade January 2006 - December 2009
DEG Wealth Management April 2005 - December 2005
American Express August 2004 - April 2005
Skills
Portfolio Management, Investments, Equities, Fixed Income, Finance, CRM, Analysis, Business Development, Management, Bonds, Commodity, Training, Structured Finance, Internal Controls, Account Reconciliation
Education
The University of Texas at Austin 1999 — 2003
Bachelor of Arts (B.A.), Economics
Craig Schuman's TD Ameritrade Experience June 2011 - Present
Job Advanced Options/PCS Risk Management at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2011 - Present
TD Ameritrade May 2009 - May 2011
Skills
Equities, Sales Management, Series 7, Securities, Series 63, Mutual Funds, Options
Education
The University of Texas at Arlington - College of Business 2001 — 2006
Bachelor of Science, Economics
TD Ameritrade June 2011 - Present
TD Ameritrade May 2009 - May 2011
Skills
Equities, Sales Management, Series 7, Securities, Series 63, Mutual Funds, Options
Education
The University of Texas at Arlington - College of Business 2001 — 2006
Bachelor of Science, Economics
Hyatt Hall's TD Ameritrade Experience September 2013 - February 2014
Job Administrative Assistant at Innovative Medical Solutions
Industry
Experience
Innovative Medical Solutions November 2014 - Present
TD Ameritrade September 2013 - February 2014
Skills
Customer Service, Microsoft Office, Microsoft Excel, Financial Analysis, Project Management, PowerPoint, Marketing, Financial Reporting, Sales, Negotiation, Strategic Planning, Social Media, Team Leadership, Process Improvement
Education
The University of Texas at Austin 2007 — 2011
Innovative Medical Solutions November 2014 - Present
TD Ameritrade September 2013 - February 2014
Skills
Customer Service, Microsoft Office, Microsoft Excel, Financial Analysis, Project Management, PowerPoint, Marketing, Financial Reporting, Sales, Negotiation, Strategic Planning, Social Media, Team Leadership, Process Improvement
Education
The University of Texas at Austin 2007 — 2011
sasikumar velusamys's TD Ameritrade Experience 2004 - 2006
Job President at StarBright Corporation
Industry Construction
Experience
StarBright Corporation Oracle consutantKing County2011 - 2013
TD Ameritrade 2004 - 2006
Education
Thiagarajar College of Engineering
StarBright Corporation Oracle consutantKing County2011 - 2013
TD Ameritrade 2004 - 2006
Education
Thiagarajar College of Engineering
Dusty Sargent's TD Ameritrade Experience January 2013 - Present
Job Senior Manager Process Confirmations at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional January 2014 - Present
TD Ameritrade January 2013 - Present
TD Ameritrade 2005 - January 2013
US Army October 1998 - May 2010
Skills
Command, Military Experience, Top Secret, Operational Planning, Military Operations, Army, Counterterrorism, Lean Manufacturing, Logistics Management, Military, Military Logistics, Physical Security, National Security, Program Management, Security, Security Clearance, Security Management, Government Contracting, Security Operations, Team Leadership, Leadership, Operations Management, Microsoft Office
Education
University of Dallas 2012 — 2014
Master of Business Administration (MBA)
The University of Texas at Arlington 2002 — 2005
Bachelor of Arts (B.A.), Criminal Justice and Corrections
TD Ameritrade Institutional January 2014 - Present
TD Ameritrade January 2013 - Present
TD Ameritrade 2005 - January 2013
US Army October 1998 - May 2010
Skills
Command, Military Experience, Top Secret, Operational Planning, Military Operations, Army, Counterterrorism, Lean Manufacturing, Logistics Management, Military, Military Logistics, Physical Security, National Security, Program Management, Security, Security Clearance, Security Management, Government Contracting, Security Operations, Team Leadership, Leadership, Operations Management, Microsoft Office
Education
University of Dallas 2012 — 2014
Master of Business Administration (MBA)
The University of Texas at Arlington 2002 — 2005
Bachelor of Arts (B.A.), Criminal Justice and Corrections
Harold Scull's TD Ameritrade Experience July 2010 - July 2011
Job Wealth Manager at USAA
Industry Financial Services
Experience
USAA July 2011 - Present
TD Ameritrade July 2010 - July 2011
Fidelity Investments June 2000 - June 2010
Skills
Personal Financial..., 401k, Portfolio Management, Life Insurance, Fixed Annuities, Estate Planning, Wealth Preservation..., Wealth Accumulation..., Multi-generational...
Education
University of North Texas 2002 — 2005
Master of Science (MS), Applied Economics
The University of Texas at Arlington
Bachelor of Arts (BA), History
University of North Texas
Certified Financial Planner
USAA July 2011 - Present
TD Ameritrade July 2010 - July 2011
Fidelity Investments June 2000 - June 2010
Skills
Personal Financial..., 401k, Portfolio Management, Life Insurance, Fixed Annuities, Estate Planning, Wealth Preservation..., Wealth Accumulation..., Multi-generational...
Education
University of North Texas 2002 — 2005
Master of Science (MS), Applied Economics
The University of Texas at Arlington
Bachelor of Arts (BA), History
University of North Texas
Certified Financial Planner
Dayton Lowrey's TD Ameritrade Experience November 2012 - Present
Job Tax Services at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade November 2012 - Present
TD Ameritrade August 2011 - November 2012
Amino Transport, Inc. February 2008 - August 2011
Skills
Sales, Account Management, Sales Management, Cold Calling, Customer Satisfaction, New Business Development, Customer Service, Sales Operations, Management, Contract Negotiation, Logistics, Microsoft Excel, Operations Management
Education
The University of Texas at Austin 2002 — 2006
Bachelor of Arts, Psychology
TD Ameritrade November 2012 - Present
TD Ameritrade August 2011 - November 2012
Amino Transport, Inc. February 2008 - August 2011
Skills
Sales, Account Management, Sales Management, Cold Calling, Customer Satisfaction, New Business Development, Customer Service, Sales Operations, Management, Contract Negotiation, Logistics, Microsoft Excel, Operations Management
Education
The University of Texas at Austin 2002 — 2006
Bachelor of Arts, Psychology
Marcus Kotalik's TD Ameritrade Experience September 2012 - January 2013
Job Portfolio Risk Project Manager 2 at Citi
Industry Financial Services
Experience
Citi February 2013 - Present
TD Ameritrade September 2012 - January 2013
TD Ameritrade October 2011 - September 2012
TD Ameritrade January 2010 - October 2011
Skills
Bloomberg, Securities, Investments, Alternative Investments, Equities, Series 7, Bloomberg Terminal, Series 63, Options, Financial Modeling, Portfolio Management, Equity Research, Fixed Income, Capital Markets, FINRA, Investment Management, Uniform Combined State..., Trading, Structured Products, Investment Advisory, Financial Risk, ETFs, Quantitative Analytics, Trading Systems, Investment Banking, Financial Markets, Asset Allocation, Equity Derivatives, Electronic Trading
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
Master of Business Administration (MBA)
University of Nebraska-Lincoln 2003 — 2008
Bachelor's degree, Economics, Finance, Management
Citi February 2013 - Present
TD Ameritrade September 2012 - January 2013
TD Ameritrade October 2011 - September 2012
TD Ameritrade January 2010 - October 2011
Skills
Bloomberg, Securities, Investments, Alternative Investments, Equities, Series 7, Bloomberg Terminal, Series 63, Options, Financial Modeling, Portfolio Management, Equity Research, Fixed Income, Capital Markets, FINRA, Investment Management, Uniform Combined State..., Trading, Structured Products, Investment Advisory, Financial Risk, ETFs, Quantitative Analytics, Trading Systems, Investment Banking, Financial Markets, Asset Allocation, Equity Derivatives, Electronic Trading
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
Master of Business Administration (MBA)
University of Nebraska-Lincoln 2003 — 2008
Bachelor's degree, Economics, Finance, Management
Josue Garza's TD Ameritrade Experience August 2013 - Present
Job Cost Basis Analyst at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2013 - Present
JPMorgan Chase January 2009 - February 2014
my house 1986 - 2013
Skills
Retail Banking, Banking, Finance, Portfolio Management, Investments, Financial Services, Risk Management, Financial Analysis, Customer Service, Leadership, Mutual Funds, Wealth Management
Education
The University of Texas at Arlington 2008 — 2010
Bachelor's Degree, Business Administration and Management, General
TD Ameritrade August 2013 - Present
JPMorgan Chase January 2009 - February 2014
my house 1986 - 2013
Skills
Retail Banking, Banking, Finance, Portfolio Management, Investments, Financial Services, Risk Management, Financial Analysis, Customer Service, Leadership, Mutual Funds, Wealth Management
Education
The University of Texas at Arlington 2008 — 2010
Bachelor's Degree, Business Administration and Management, General
Phil Langston's TD Ameritrade Experience January 2008 - Present
Job Regional Director at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2008 - Present
Skills
Management, Financial Services, Investments, Portfolio Management, Relationship Management, Finance, Wealth Management, Sales
Education
The University of Texas at Austin 1987 — 1992
Bachelor of Business Administration (B.B.A.), Finance, General
TD Ameritrade January 2008 - Present
Skills
Management, Financial Services, Investments, Portfolio Management, Relationship Management, Finance, Wealth Management, Sales
Education
The University of Texas at Austin 1987 — 1992
Bachelor of Business Administration (B.B.A.), Finance, General
Henna Bhatti's TD Ameritrade Experience June 2009 - February 2010
Job Manager at Cartridge World
Industry Retail
Experience
Cartridge World February 2010 - Present
TD Ameritrade June 2009 - February 2010
Chase April 2007 - November 2007
Skills
Sales, Banking, Customer Service, Leadership, Retail, Finance, Financial Analysis, Credit, Team Building, Management, Negotiation, Marketing Strategy, Small Business, Business Strategy
Education
The University of Texas at Arlington
Bachelor of Business Administration (BBA), Finance, General
University of New Orleans
University of New Orleans
University of New Orleans
Cartridge World February 2010 - Present
TD Ameritrade June 2009 - February 2010
Chase April 2007 - November 2007
Skills
Sales, Banking, Customer Service, Leadership, Retail, Finance, Financial Analysis, Credit, Team Building, Management, Negotiation, Marketing Strategy, Small Business, Business Strategy
Education
The University of Texas at Arlington
Bachelor of Business Administration (BBA), Finance, General
University of New Orleans
University of New Orleans
University of New Orleans
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.