TD Ameritrade
Industry: Financial services company
DescriptionTD Ameritrade is a brokerage firm based in Omaha, Nebraska with major trading centers in Southlake, Texas and St Louis, Missouri. The letters TD are derived from Toronto-Dominion Bank, the largest shareholder. The company provides services for individuals and institutions that are investing online. Headquarters: Omaha, Nebraska, United States CEO: Tim Hockey (Oct 2016–) Owner: Toronto–Dominion Bank (42%) Subsidiaries: Thinkorswim, Scottrade, TD AMERITRADE IP Co Inc,
TD Ameritrade List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at TD Ameritrade. You can filter them based on skills, years of employment, job, education, department, and prior employment.
TD Ameritrade Salaries. You can even request information on how much does TD Ameritrade pay if you want to. Learn about salaries, pros and cons of working for TD Ameritrade directly from the past employees.
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5,092 TD Ameritrade employees in database. Find out everything there's to know about TD Ameritrade employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
TD Ameritrade Employees
Employee
Years
Job
Industry
Adam Haro Adam Haro's TD Ameritrade Experience February 2011 - January 2013
Job Financial Business Analyst
Industry Financial Services
Experience
Nationwide Insurance 2015 - Present
Merrill Lynch 2013 - 2015
TD Ameritrade February 2011 - January 2013
Education
University of Arizona 2015 — 2017
Master of Business Administration (M.B.A.)
University of Nebraska at Omaha 2008 — 2010
Bachelor of Applied Science (B.A.Sc.), Banking, Corporate, Finance, and Securities Law
Nationwide Insurance 2015 - Present
Merrill Lynch 2013 - 2015
TD Ameritrade February 2011 - January 2013
Education
University of Arizona 2015 — 2017
Master of Business Administration (M.B.A.)
University of Nebraska at Omaha 2008 — 2010
Bachelor of Applied Science (B.A.Sc.), Banking, Corporate, Finance, and Securities Law
Ian Del Castillo Ian Del Castillo's TD Ameritrade Experience November 2012 - December 2013
Job Cook at NOVY restaurant
Industry Hospitality
Experience
Christopher's Fine Catering August 2014 - Present
NOVY Restaurant March 2015 - August 2015
Nob Hill Grille October 2014 - March 2015
TD Ameritrade November 2012 - December 2013
US Bank October 2011 - November 2012
Wells Fargo September 2007 - October 2011
UC Davis May 2006 - September 2007
Skills
Credit, Investments, Banking, Economics, Sales, Microsoft Excel, Microsoft Office, Wealth Management, Financial Services, Finance, Insurance, Financial Analysis, Mutual Funds, Business Development, Mergers & Acquisitions, Underwriting, Relationship Management, Financial Modeling, Customer Service, PowerPoint, Data Analysis, Analysis, Strategic Financial..., Loans, Credit Analysis, Consumer Lending, Commercial Lending, Asset Management, Cash Management, Corporate Finance, Loan Origination, Equities, Lines Of Credit, Securities, Retail Banking, Fixed Income, Cross Selling, Outlook, Investment Advisory, Uniform Combined State..., Retirement Planning, Commercial Banking, Small Business Lending, Portfolio Management, Event Planning, Social Media, Cooking, sous vide, Catering
Education
City College of San Francisco 2014 — 2015
Associate's degree, Culinary Arts/Chef Training
University of California, Davis 2005 — 2009
Bachelor of Arts, Economics
St. Ignatius College Prep 2001 — 2005
High School Diploma
Christopher's Fine Catering August 2014 - Present
NOVY Restaurant March 2015 - August 2015
Nob Hill Grille October 2014 - March 2015
TD Ameritrade November 2012 - December 2013
US Bank October 2011 - November 2012
Wells Fargo September 2007 - October 2011
UC Davis May 2006 - September 2007
Skills
Credit, Investments, Banking, Economics, Sales, Microsoft Excel, Microsoft Office, Wealth Management, Financial Services, Finance, Insurance, Financial Analysis, Mutual Funds, Business Development, Mergers & Acquisitions, Underwriting, Relationship Management, Financial Modeling, Customer Service, PowerPoint, Data Analysis, Analysis, Strategic Financial..., Loans, Credit Analysis, Consumer Lending, Commercial Lending, Asset Management, Cash Management, Corporate Finance, Loan Origination, Equities, Lines Of Credit, Securities, Retail Banking, Fixed Income, Cross Selling, Outlook, Investment Advisory, Uniform Combined State..., Retirement Planning, Commercial Banking, Small Business Lending, Portfolio Management, Event Planning, Social Media, Cooking, sous vide, Catering
Education
City College of San Francisco 2014 — 2015
Associate's degree, Culinary Arts/Chef Training
University of California, Davis 2005 — 2009
Bachelor of Arts, Economics
St. Ignatius College Prep 2001 — 2005
High School Diploma
Nancy Carbone, PHR Nancy Carbone, PHR's TD Ameritrade Experience April 2008 - Present
Job Human Resources Business Partner, HR Generalist, Trusted Advisor, Coach
Industry Financial Services
Experience
TD Ameritrade April 2008 - Present
CIGNA Healthcare November 2000 - November 2007
Prudential Financial June 1998 - November 2000
GAN North America February 1996 - June 1998
Zurich Insurance Group / Home Insurance Company June 1988 - June 1996
Skills
Talent Management, Performance Management, Employee Relations, Organizational..., Onboarding, Organizational Design, Turn Around Management, Coaching, Change Management, Succession Planning, PeopleSoft, Employee Engagement, Employee Benefits, Building Relationships, Strategic HR, Workforce Planning, Trusted Business Partner, Compensation Strategies, Talent Acquisition, Recruiting, Retention Strategies, Organizational..., Human Resources, Personnel Management, Leadership Development, Strategy, Leadership, Management
Education
Liverpool High School
High School
State University of New York at Albany
BA
TD Ameritrade April 2008 - Present
CIGNA Healthcare November 2000 - November 2007
Prudential Financial June 1998 - November 2000
GAN North America February 1996 - June 1998
Zurich Insurance Group / Home Insurance Company June 1988 - June 1996
Skills
Talent Management, Performance Management, Employee Relations, Organizational..., Onboarding, Organizational Design, Turn Around Management, Coaching, Change Management, Succession Planning, PeopleSoft, Employee Engagement, Employee Benefits, Building Relationships, Strategic HR, Workforce Planning, Trusted Business Partner, Compensation Strategies, Talent Acquisition, Recruiting, Retention Strategies, Organizational..., Human Resources, Personnel Management, Leadership Development, Strategy, Leadership, Management
Education
Liverpool High School
High School
State University of New York at Albany
BA
TJ Salunga's TD Ameritrade Experience December 2012 - December 2013
Job VP, Financial Consultant at SigFig
Industry Investment Management
Experience
SigFig January 2014 - Present
TD Ameritrade December 2012 - December 2013
Fidelity Investments August 2011 - December 2012
Scottrade February 2009 - August 2011
Skills
Investment Management, Stock Market, Personal Financial..., Tactical Asset..., Wealth Management..., Financial Technology, Series 7, Series 66, Series 63, Life & Health Insurance..., 401k, IRAs, Retirement Planning, Financial Risk...
Education
UC Irvine
Bachelor of Arts (BA), Economics
UCLA Extension Corporate Education & Custom Programs 2010 — 2011
Certificate, Personal Financial Planning
SigFig January 2014 - Present
TD Ameritrade December 2012 - December 2013
Fidelity Investments August 2011 - December 2012
Scottrade February 2009 - August 2011
Skills
Investment Management, Stock Market, Personal Financial..., Tactical Asset..., Wealth Management..., Financial Technology, Series 7, Series 66, Series 63, Life & Health Insurance..., 401k, IRAs, Retirement Planning, Financial Risk...
Education
UC Irvine
Bachelor of Arts (BA), Economics
UCLA Extension Corporate Education & Custom Programs 2010 — 2011
Certificate, Personal Financial Planning
Julien Bortz's TD Ameritrade Experience August 2011 - May 2012
Job Data Operations Analyst at Edmunds.com
Industry Financial Services
Experience
Edmunds.com July 2014 - Present
Flymiler.com May 2013 - Present
Pacific West Finance & Development Co. Inc. November 2013 - June 2014
Rosano Partners August 2012 - February 2013
Talpion Fund Management LP June 2012 - August 2012
TD Ameritrade August 2011 - May 2012
Waddell & Reed Financial Services May 2010 - September 2010
Wells Fargo January 2010 - May 2010
Skills
Investments, Valuation, Portfolio Management, Finance, Financial Modeling, Financial Analysis, Asset Managment, Analysis, Analytics
Education
American Jewish University 2009 — 2011
B.A., Business/Finance
University of California, Santa Barbara 2007 — 2009
Business Economics
Edmunds.com July 2014 - Present
Flymiler.com May 2013 - Present
Pacific West Finance & Development Co. Inc. November 2013 - June 2014
Rosano Partners August 2012 - February 2013
Talpion Fund Management LP June 2012 - August 2012
TD Ameritrade August 2011 - May 2012
Waddell & Reed Financial Services May 2010 - September 2010
Wells Fargo January 2010 - May 2010
Skills
Investments, Valuation, Portfolio Management, Finance, Financial Modeling, Financial Analysis, Asset Managment, Analysis, Analytics
Education
American Jewish University 2009 — 2011
B.A., Business/Finance
University of California, Santa Barbara 2007 — 2009
Business Economics
Steven Skiles's TD Ameritrade Experience 2006 - 2008
Job Senior Manager, Leadership and Talent Development at Samsung Electronics America
Industry Consumer Electronics
Experience
Samsung Electronics America March 2015 - Present
Turner Broadcasting 2008 - November 2014
TD Ameritrade 2006 - 2008
TD Ameritrade 2002 - 2006
TD Ameritrade 2000 - 2002
Skills
Talent Management, Content Management, Strategy, Project Management, Performance Management, Change Management, Program Management, Organizational..., Content Development, Organizational..., Employee Engagement, Training, Leadership Development, Organizational Design, Multimedia, Employee Training, Coaching, Leadership, Management
Education
University of California, San Diego 1995 — 1999
Bachelor of Arts (BA), Political Sciene and Public Policy
Samsung Electronics America March 2015 - Present
Turner Broadcasting 2008 - November 2014
TD Ameritrade 2006 - 2008
TD Ameritrade 2002 - 2006
TD Ameritrade 2000 - 2002
Skills
Talent Management, Content Management, Strategy, Project Management, Performance Management, Change Management, Program Management, Organizational..., Content Development, Organizational..., Employee Engagement, Training, Leadership Development, Organizational Design, Multimedia, Employee Training, Coaching, Leadership, Management
Education
University of California, San Diego 1995 — 1999
Bachelor of Arts (BA), Political Sciene and Public Policy
Cindy Steele PMP, CSM Cindy Steele PMP, CSM's TD Ameritrade Experience 2013 - 2014
Job Senior Project Manager at Freddie Mac
Industry Information Technology and Services
Experience
Freddie Mac February 2014 - Present
TD Ameritrade 2013 - 2014
Capital One 2012 - 2013
Skills
Access, ASP, Change Management, Database Design, Documentation, Dreamweaver, E-commerce, Enterprise Software, Excel, HTML + CSS, Issues Management, JavaScript, MS Office tools, MS Project, Photoshop, PHP, PowerPoint, Project Delivery, Project Planning, Requirements Gathering, Requirements Management, Scheduling, Scope Management, SEO, Social Media, Software Design, Software Project..., Software Quality..., Software Training, Stored Procedures, SQL, SQL Server, Team Building, Team Leadership, Technical Documentation, Technical Writing, Testing, Troubleshooting, Use Case Analysis, VBA, Visual Basic, Web Design, Website Development, Word, Wordpress, Scrum, Agile Methodologies, CMS, Project Management, HTML
Education
Tusculum College
B.S, Organizational Management
Freddie Mac February 2014 - Present
TD Ameritrade 2013 - 2014
Capital One 2012 - 2013
Skills
Access, ASP, Change Management, Database Design, Documentation, Dreamweaver, E-commerce, Enterprise Software, Excel, HTML + CSS, Issues Management, JavaScript, MS Office tools, MS Project, Photoshop, PHP, PowerPoint, Project Delivery, Project Planning, Requirements Gathering, Requirements Management, Scheduling, Scope Management, SEO, Social Media, Software Design, Software Project..., Software Quality..., Software Training, Stored Procedures, SQL, SQL Server, Team Building, Team Leadership, Technical Documentation, Technical Writing, Testing, Troubleshooting, Use Case Analysis, VBA, Visual Basic, Web Design, Website Development, Word, Wordpress, Scrum, Agile Methodologies, CMS, Project Management, HTML
Education
Tusculum College
B.S, Organizational Management
cheav chau cheav chau's TD Ameritrade Experience June 2005 - September 2005
Job Corporate Action Analyst at Brandes Investment Partners
Industry Investment Management
Experience
Brandes Investment Partners July 2006 - Present
TD Ameritrade Institutional September 2005 - June 2006
TD Ameritrade June 2005 - September 2005
TD Ameritrade Institutional June 1998 - June 2005
Education
University of California, San Diego 1994 — 1998
Bachelors of Arts, Economics
Brandes Investment Partners July 2006 - Present
TD Ameritrade Institutional September 2005 - June 2006
TD Ameritrade June 2005 - September 2005
TD Ameritrade Institutional June 1998 - June 2005
Education
University of California, San Diego 1994 — 1998
Bachelors of Arts, Economics
Katherine Treadwell's TD Ameritrade Experience March 2007 - April 2010
Job Global Sales Operations Manager
Industry Computer Software
Experience
Parasoft December 2010 - Present
TD Ameritrade March 2007 - April 2010
Adecco Staffing, USA June 2006 - March 2007
Expeditors August 2003 - April 2006
Skills
Enterprise Software, Software Development, SOA, Cloud Computing, SaaS, Software Engineering, Java, XML, Solution Selling, Unix, Linux, Eclipse, Test Automation, Agile Methodologies, Subversion, Sales, Pre-sales, Salesforce.com, SharePoint, QuickBooks, Accounting, Account Management, Legal Documents, International Business, Concur, ConcurForce, FinancialForce PSA
Education
University of California, Los Angeles 1998 — 2002
Bachelor of Arts (BA), East Asian Studies
UCLA Extension
Professional Designation, International Trade and Commerce
Parasoft December 2010 - Present
TD Ameritrade March 2007 - April 2010
Adecco Staffing, USA June 2006 - March 2007
Expeditors August 2003 - April 2006
Skills
Enterprise Software, Software Development, SOA, Cloud Computing, SaaS, Software Engineering, Java, XML, Solution Selling, Unix, Linux, Eclipse, Test Automation, Agile Methodologies, Subversion, Sales, Pre-sales, Salesforce.com, SharePoint, QuickBooks, Accounting, Account Management, Legal Documents, International Business, Concur, ConcurForce, FinancialForce PSA
Education
University of California, Los Angeles 1998 — 2002
Bachelor of Arts (BA), East Asian Studies
UCLA Extension
Professional Designation, International Trade and Commerce
Stephen Greco Stephen Greco's TD Ameritrade Experience October 2006 - April 2011
Job Director of Wealth Management at Creative Planning Inc.
Industry Financial Services
Experience
Creative Planning, Inc. September 2013 - Present
Wealthquest Corporation April 2011 - September 2013
TD Ameritrade October 2006 - April 2011
Skills
Financial Planning, Asset Management, Estate Planning, Risk Management, Wealth Management, Strategic Financial..., Series 7, Wealth, Investments, Securities, Series 63, Investment Advisory, Mutual Funds, Finance, Investment Management, Financial Advisory, Asset Allocation, Uniform Combined State..., Financial Planners, Series 24, 401k, Retirement Planning, Options, FINRA, Series 65, Alternative Investments, Investment Strategies, Retirement, Financial Services, Equities, ETFs, Fixed Income, Portfolio Management, IRAs, Fixed Annuities, Bonds, Wealth Management..., High Net Worth..., Trading, Relationship Management
Education
State University of New York at Buffalo 1996 — 2000
B.A., Psychology
Creative Planning, Inc. September 2013 - Present
Wealthquest Corporation April 2011 - September 2013
TD Ameritrade October 2006 - April 2011
Skills
Financial Planning, Asset Management, Estate Planning, Risk Management, Wealth Management, Strategic Financial..., Series 7, Wealth, Investments, Securities, Series 63, Investment Advisory, Mutual Funds, Finance, Investment Management, Financial Advisory, Asset Allocation, Uniform Combined State..., Financial Planners, Series 24, 401k, Retirement Planning, Options, FINRA, Series 65, Alternative Investments, Investment Strategies, Retirement, Financial Services, Equities, ETFs, Fixed Income, Portfolio Management, IRAs, Fixed Annuities, Bonds, Wealth Management..., High Net Worth..., Trading, Relationship Management
Education
State University of New York at Buffalo 1996 — 2000
B.A., Psychology
Josh Plaxen Josh Plaxen's TD Ameritrade Experience May 2010 - August 2010
Job Contract Administrator at University of Maryland, Baltimore
Industry Law Practice
Experience
University of Maryland, Baltimore November 2013 - Present
Howard County Circuit Court August 2012 - September 2013
Janet, Jenner & Suggs, LLC May 2011 - August 2011
Astrachan Gunst Thomas Rubin, P.C. January 2011 - April 2011
TD Ameritrade May 2010 - August 2010
Plaxen & Adler, P.A. January 2009 - August 2010
Skills
Legal Writing, Litigation, Westlaw, Legal Research
Education
University of Baltimore School of Law 2009 — 2012
J.D., Magna Cum Laude
University of Maryland College Park 2004 — 2008
B.S., Marketing; Logistics, Transportation, and Supply Chain Management
University of Maryland, Baltimore November 2013 - Present
Howard County Circuit Court August 2012 - September 2013
Janet, Jenner & Suggs, LLC May 2011 - August 2011
Astrachan Gunst Thomas Rubin, P.C. January 2011 - April 2011
TD Ameritrade May 2010 - August 2010
Plaxen & Adler, P.A. January 2009 - August 2010
Skills
Legal Writing, Litigation, Westlaw, Legal Research
Education
University of Baltimore School of Law 2009 — 2012
J.D., Magna Cum Laude
University of Maryland College Park 2004 — 2008
B.S., Marketing; Logistics, Transportation, and Supply Chain Management
Garret Geist Garret Geist's TD Ameritrade Experience June 2013 - June 2014
Job Territory Relationship Manager at CLS Investments
Industry Financial Services
Experience
CLS Investments June 2014 - June 2015
TD Ameritrade June 2013 - June 2014
Upstream Brewing Company November 2004 - June 2013
Self-Employed Video Production Specialist January 2010 - August 2012
LovelySkin.com March 2009 - January 2010
Starbucks September 2006 - August 2007
United States Air Force National Guard April 2001 - August 2007
Offspring Entertainment November 2006 - March 2007
Skills
Fiction, Non-fiction, Short Stories, Novels, Freelance Writing, Fiction Writing, Copy Editing, Creative Writing, Editing, Proofreading, Books, Journalism, Newsletters, Series 7, Series 63, Screenwriting, Customer Service, Sales
Education
UCLA 2006 — 2007
Certificate in Screenwriting, Playwriting and Screenwriting
University of Nebraska at Omaha 2002 — 2006
Bachelor of Science (B.S.), Journalism
University of Nebraska at Omaha 2002 — 2006
Bachelor of Fine Arts (B.F.A.), Creative Writing
Millard West
CLS Investments June 2014 - June 2015
TD Ameritrade June 2013 - June 2014
Upstream Brewing Company November 2004 - June 2013
Self-Employed Video Production Specialist January 2010 - August 2012
LovelySkin.com March 2009 - January 2010
Starbucks September 2006 - August 2007
United States Air Force National Guard April 2001 - August 2007
Offspring Entertainment November 2006 - March 2007
Skills
Fiction, Non-fiction, Short Stories, Novels, Freelance Writing, Fiction Writing, Copy Editing, Creative Writing, Editing, Proofreading, Books, Journalism, Newsletters, Series 7, Series 63, Screenwriting, Customer Service, Sales
Education
UCLA 2006 — 2007
Certificate in Screenwriting, Playwriting and Screenwriting
University of Nebraska at Omaha 2002 — 2006
Bachelor of Science (B.S.), Journalism
University of Nebraska at Omaha 2002 — 2006
Bachelor of Fine Arts (B.F.A.), Creative Writing
Millard West
Derrick Moore's TD Ameritrade Experience August 1999 - December 2000
Job Chief Financial Officer at Dean's Professional Services
Industry Hospital & Health Care
Experience
Dean's Professional Services, Inc. September 2014 - Present
Elephant Group October 2008 - April 2014
Radiology Corporation of America January 2006 - May 2008
Inktel Direct July 2001 - December 2005
TD Ameritrade August 1999 - December 2000
Skills
Strategic Planning, Forecasting, Financial Analysis, Budgets, Accounting, Mergers, Process Improvement, New Business Development, Contract Negotiation, Marketing Strategy, Operations Management, Fundraising, Microsoft Excel, Microsoft Office, Finance, Account Management, Business Development, Public Speaking, Team Building, Non-profits, Call Centers, Insurance, Direct Marketing, Executive Management, Business Intelligence, Strategy, E-commerce, Entrepreneurship, Analysis, Lead Generation, Leadership, Marketing, Mergers, Nonprofits
Education
Tulane University
BSM, Finance
University of Miami - School of Business
MBA, Corporate Finance and eCommerce
Dean's Professional Services, Inc. September 2014 - Present
Elephant Group October 2008 - April 2014
Radiology Corporation of America January 2006 - May 2008
Inktel Direct July 2001 - December 2005
TD Ameritrade August 1999 - December 2000
Skills
Strategic Planning, Forecasting, Financial Analysis, Budgets, Accounting, Mergers, Process Improvement, New Business Development, Contract Negotiation, Marketing Strategy, Operations Management, Fundraising, Microsoft Excel, Microsoft Office, Finance, Account Management, Business Development, Public Speaking, Team Building, Non-profits, Call Centers, Insurance, Direct Marketing, Executive Management, Business Intelligence, Strategy, E-commerce, Entrepreneurship, Analysis, Lead Generation, Leadership, Marketing, Mergers, Nonprofits
Education
Tulane University
BSM, Finance
University of Miami - School of Business
MBA, Corporate Finance and eCommerce
Keith Allen Keith Allen's TD Ameritrade Experience January 2004 - Present
Job Financial Advisor TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2004 - Present
Oakwood Homes February 1997 - July 2001
Sandy Motors / Auto Dealership February 1992 - June 1997
Skills
Options, Equities, Series 63, Uniform Combined State..., Series 24, FINRA, Forecasting, Process Improvement, Series 65, Strategic Financial..., Analysis, Financial Markets, Trading, Financial Planning, Finance, Technical Analysis, Investments, Financial Services, Management, Portfolio Management, Series 7, Mutual Funds, Risk Management
Education
UCLA 1965 — 1969
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.75
Bingham High School 1962 — 1965
Grad,, General Ed.
TD Ameritrade January 2004 - Present
Oakwood Homes February 1997 - July 2001
Sandy Motors / Auto Dealership February 1992 - June 1997
Skills
Options, Equities, Series 63, Uniform Combined State..., Series 24, FINRA, Forecasting, Process Improvement, Series 65, Strategic Financial..., Analysis, Financial Markets, Trading, Financial Planning, Finance, Technical Analysis, Investments, Financial Services, Management, Portfolio Management, Series 7, Mutual Funds, Risk Management
Education
UCLA 1965 — 1969
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.75
Bingham High School 1962 — 1965
Grad,, General Ed.
Brian D. Kim, CFA Brian D. Kim, CFA's TD Ameritrade Experience September 2010 - December 2011
Job Product Manager, Wealth Management at First Allied Securities, Inc.
Industry Financial Services
Experience
First Allied Securities, Inc. April 2015 - Present
LPL Financial October 2013 - March 2015
LPL Financial January 2012 - September 2013
TD Ameritrade September 2010 - December 2011
Skills
Series 7, Investments, Equities, Mutual Funds, Series 63, Portfolio Management, Microsoft Excel
Education
University of California, San Diego 2004 — 2009
B.A., Economics
University of California, San Diego
Minor, Biology
First Allied Securities, Inc. April 2015 - Present
LPL Financial October 2013 - March 2015
LPL Financial January 2012 - September 2013
TD Ameritrade September 2010 - December 2011
Skills
Series 7, Investments, Equities, Mutual Funds, Series 63, Portfolio Management, Microsoft Excel
Education
University of California, San Diego 2004 — 2009
B.A., Economics
University of California, San Diego
Minor, Biology
Paul Tracey Paul Tracey's TD Ameritrade Experience 2000 - 2002
Job Principal, Founder at Matchpoint Group
Industry Financial Services
Experience
MatchPoint Group January 2013 - Present
RIA Growth June 2011 - Present
Volt Wealth Management January 2010 - June 2012
Horan Capital Management January 2007 - January 2010
Churchill Management Group 2002 - 2007
TD Ameritrade 2000 - 2002
Skills
Strategy, Sales Management, Investments, Wealth Management, Asset Allocation, Series 63, Series 7, Securities
Education
University of California, Irvine 1989 — 1993
MatchPoint Group January 2013 - Present
RIA Growth June 2011 - Present
Volt Wealth Management January 2010 - June 2012
Horan Capital Management January 2007 - January 2010
Churchill Management Group 2002 - 2007
TD Ameritrade 2000 - 2002
Skills
Strategy, Sales Management, Investments, Wealth Management, Asset Allocation, Series 63, Series 7, Securities
Education
University of California, Irvine 1989 — 1993
Doug Repp Doug Repp's TD Ameritrade Experience July 2012 - June 2013
Job Senior Business Analyst (Consultant) at The University of Kansas
Industry Information Technology and Services
Experience
The University of Kansas May 2015 - Present
Louis Dreyfus Commodities August 2013 - October 2014
TD Ameritrade July 2012 - June 2013
Triple I December 2011 - May 2012
ECCO Select August 2011 - December 2011
Twentyseven Global December 2010 - August 2011
Blue Cross/Blue Shield of Kansas City September 2010 - December 2010
Nationwide Agribusiness (through Sogeti USA, LLC) June 2010 - September 2010
BlueWave Technology June 2009 - March 2010
GMAC Insurance December 2008 - June 2009
Skills
Vendor Management, Requirements Management, SDLC, Business Analysis, Requirements Analysis, Requirements Gathering, Testing, Project Management, Business Intelligence
Education
University of Missouri-Kansas City 1991 — 1994
Liberal Arts
Truman State University 1990 — 1991
Liberal Arts
Lee's Summit Senior High School 1986 — 1990
College Preparatory Certificate
The University of Kansas May 2015 - Present
Louis Dreyfus Commodities August 2013 - October 2014
TD Ameritrade July 2012 - June 2013
Triple I December 2011 - May 2012
ECCO Select August 2011 - December 2011
Twentyseven Global December 2010 - August 2011
Blue Cross/Blue Shield of Kansas City September 2010 - December 2010
Nationwide Agribusiness (through Sogeti USA, LLC) June 2010 - September 2010
BlueWave Technology June 2009 - March 2010
GMAC Insurance December 2008 - June 2009
Skills
Vendor Management, Requirements Management, SDLC, Business Analysis, Requirements Analysis, Requirements Gathering, Testing, Project Management, Business Intelligence
Education
University of Missouri-Kansas City 1991 — 1994
Liberal Arts
Truman State University 1990 — 1991
Liberal Arts
Lee's Summit Senior High School 1986 — 1990
College Preparatory Certificate
Markus Fort's TD Ameritrade Experience September 2014 - Present
Job Broker at TD Ameritrade
Industry Pharmaceuticals
Experience
TD Ameritrade September 2014 - Present
Lutz January 2014 - July 2014
Finding Pharma March 2013 - January 2014
BLACK MARLIN January 2011 - January 2014
Skills
Interviews, Talent Management, Microsoft Office, Leadership, Microsoft Word, Recruiting, Data Analysis, Management, Microsoft Excel, PowerPoint, Corporate Recruiting, Talent Acquisition, Applicant Tracking..., Financial Analysis, Financial Modeling, Entrepreneurship, Social Entrepreneurship, Financial Accounting, Tax Preparation, Tax Returns, Higher Education, Team Building, Tax, Valuation, DCF Valuation, Equity Research, Equity Derivatives, Equity Trading, Equity Valuation, Business Valuation, Valuation Modeling, Investment Valuation, Series 7, Series 63
Education
Creighton University 2013 — 2015
Master's in Security Analysis and Portfolio Management, Finance
University of Nebraska-Lincoln 2009 — 2012
Bachelor's degree, Finance, 3.7
Tulane University 2008 — 2009
Finance, 3.7
PLHS
TD Ameritrade September 2014 - Present
Lutz January 2014 - July 2014
Finding Pharma March 2013 - January 2014
BLACK MARLIN January 2011 - January 2014
Skills
Interviews, Talent Management, Microsoft Office, Leadership, Microsoft Word, Recruiting, Data Analysis, Management, Microsoft Excel, PowerPoint, Corporate Recruiting, Talent Acquisition, Applicant Tracking..., Financial Analysis, Financial Modeling, Entrepreneurship, Social Entrepreneurship, Financial Accounting, Tax Preparation, Tax Returns, Higher Education, Team Building, Tax, Valuation, DCF Valuation, Equity Research, Equity Derivatives, Equity Trading, Equity Valuation, Business Valuation, Valuation Modeling, Investment Valuation, Series 7, Series 63
Education
Creighton University 2013 — 2015
Master's in Security Analysis and Portfolio Management, Finance
University of Nebraska-Lincoln 2009 — 2012
Bachelor's degree, Finance, 3.7
Tulane University 2008 — 2009
Finance, 3.7
PLHS
James Sheehan James Sheehan's TD Ameritrade Experience January 2013 - January 2014
Job Conlon RE & Atlantic Sound
Industry Real Estate
Experience
Atlantic Sound August 2014 - Present
Conlon Real Estate January 2013 - Present
TD Ameritrade January 2013 - January 2014
Tower Hill Trading February 2012 - December 2012
Nolita Capital July 2008 - January 2012
Peak 6 May 2006 - February 2008
O'Connor & Co. May 2003 - June 2006
Skills
Investment Properties, Selling, First Time Home Buyers, Real Estate Transactions, Sellers, Short Sales, Investors, Foreclosures, Condos, REO, Relocation, Equities, Portfolio Management, Options, Trading, Sales, Investments, Real Estate, Buyers, Risk Management, Negotiation, Financial Analysis, Commercial Real Estate, Residential Homes, Contract Negotiation, Brokerage
Education
University College Dublin 1998 — 2001
Bachelor's Degree, Economics
Blackrock College
Atlantic Sound August 2014 - Present
Conlon Real Estate January 2013 - Present
TD Ameritrade January 2013 - January 2014
Tower Hill Trading February 2012 - December 2012
Nolita Capital July 2008 - January 2012
Peak 6 May 2006 - February 2008
O'Connor & Co. May 2003 - June 2006
Skills
Investment Properties, Selling, First Time Home Buyers, Real Estate Transactions, Sellers, Short Sales, Investors, Foreclosures, Condos, REO, Relocation, Equities, Portfolio Management, Options, Trading, Sales, Investments, Real Estate, Buyers, Risk Management, Negotiation, Financial Analysis, Commercial Real Estate, Residential Homes, Contract Negotiation, Brokerage
Education
University College Dublin 1998 — 2001
Bachelor's Degree, Economics
Blackrock College
Dennis Dai Dennis Dai's TD Ameritrade Experience June 2007 - January 2009
Job Financial Services & Technology Startup
Industry Financial Services
Experience
Caviar, Inc. April 2015 - Present
Sprig: Dine on Demand May 2014 - April 2015
Stifel Financial Corp. March 2014 - August 2014
Classified Productions April 2013 - August 2014
Independent Financial Group September 2012 - January 2014
KSDT - UC San Diego 2012 - 2013
Independent Financial Group LLC January 2012 - September 2012
LPL Financial October 2010 - January 2011
TD Ameritrade June 2007 - January 2009
Self-Employed September 2005 - May 2007
Skills
Social Media, Recording, Music Production, Microsoft Office, Music, Negotiation, Music Industry, DJ, Team Building, Audio Mastering, Audio Engineering, Networking, Management, Presentations, Mastering, Public Relations, Marketing, Radio, Radio Broadcasting, Radio Host, Radio Producing, Radio Programming, Data Analysis, Leadership, Facebook, Microsoft Excel, Research, Editing, Social Media Marketing, Event Planning, Entertainment, Public Speaking, PowerPoint, Event Management, Microsoft Word, Investments, Blogging, Social Networking, Outlook, Entrepreneurship, Creative Writing, iMovie, WordPress, Press Releases, Spanish, Online Marketing, Video Editing, OS X, YouTube, Financial Analysis
Education
University of California, San Diego 2005 — 2009
Bachelor of Arts (B.A.), Economics, Music Minor
Clements High School 2001 — 2005
Caviar, Inc. April 2015 - Present
Sprig: Dine on Demand May 2014 - April 2015
Stifel Financial Corp. March 2014 - August 2014
Classified Productions April 2013 - August 2014
Independent Financial Group September 2012 - January 2014
KSDT - UC San Diego 2012 - 2013
Independent Financial Group LLC January 2012 - September 2012
LPL Financial October 2010 - January 2011
TD Ameritrade June 2007 - January 2009
Self-Employed September 2005 - May 2007
Skills
Social Media, Recording, Music Production, Microsoft Office, Music, Negotiation, Music Industry, DJ, Team Building, Audio Mastering, Audio Engineering, Networking, Management, Presentations, Mastering, Public Relations, Marketing, Radio, Radio Broadcasting, Radio Host, Radio Producing, Radio Programming, Data Analysis, Leadership, Facebook, Microsoft Excel, Research, Editing, Social Media Marketing, Event Planning, Entertainment, Public Speaking, PowerPoint, Event Management, Microsoft Word, Investments, Blogging, Social Networking, Outlook, Entrepreneurship, Creative Writing, iMovie, WordPress, Press Releases, Spanish, Online Marketing, Video Editing, OS X, YouTube, Financial Analysis
Education
University of California, San Diego 2005 — 2009
Bachelor of Arts (B.A.), Economics, Music Minor
Clements High School 2001 — 2005
Frank Baldo Frank Baldo's TD Ameritrade Experience February 2005 - July 2007
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade July 2014 - Present
The Prudential Insurance Company of America, Newark, NJ November 2011 - July 2014
Euro Pacific Capital July 2007 - April 2011
TD Ameritrade February 2005 - July 2007
Charles Schwab February 2000 - November 2005
Education
University of Bridgeport 1981 — 1983
MBA, Management & Finance
University of Rhode Island - College of Business Administration 1976 — 1979
BBA, Management & Finance
Scottrade July 2014 - Present
The Prudential Insurance Company of America, Newark, NJ November 2011 - July 2014
Euro Pacific Capital July 2007 - April 2011
TD Ameritrade February 2005 - July 2007
Charles Schwab February 2000 - November 2005
Education
University of Bridgeport 1981 — 1983
MBA, Management & Finance
University of Rhode Island - College of Business Administration 1976 — 1979
BBA, Management & Finance
Meena R Krishnan Meena R Krishnan's TD Ameritrade Experience August 2010 - July 2012
Job Senior Retirement Plan Administrator(Global Ops) Charles Schwab, Austin, TX
Industry Financial Services
Experience
TD Ameritrade August 2010 - July 2012
Hugh Bowen Associates Research February 2000 - August 2010
UBS December 2007 - May 2009
Wells Fargo September 2005 - May 2007
HSBC April 2003 - August 2005
Skills
Credit, Relationship Management, Fixed Income, Portfolio Management, Banking, Financial Modeling, Finance, Data Analysis, Microsoft Excel, Investments, Underwriting, Forecasting, Risk Management, Insurance, Series 7 and 66, Financial Services, Analysis, Marketing
Education
UC Berkeley 2009 — 2010
Advanced Certificate in Finance, Finance, A
FINRA 2007 — 2007
Series 7 and Series 66, Securities Licensing
University of Madras(Chennai, India) 1995 — 1997
MBA, Finance, Banking and Financial Management Services, A+
TD Ameritrade August 2010 - July 2012
Hugh Bowen Associates Research February 2000 - August 2010
UBS December 2007 - May 2009
Wells Fargo September 2005 - May 2007
HSBC April 2003 - August 2005
Skills
Credit, Relationship Management, Fixed Income, Portfolio Management, Banking, Financial Modeling, Finance, Data Analysis, Microsoft Excel, Investments, Underwriting, Forecasting, Risk Management, Insurance, Series 7 and 66, Financial Services, Analysis, Marketing
Education
UC Berkeley 2009 — 2010
Advanced Certificate in Finance, Finance, A
FINRA 2007 — 2007
Series 7 and Series 66, Securities Licensing
University of Madras(Chennai, India) 1995 — 1997
MBA, Finance, Banking and Financial Management Services, A+
Larry Salazar Larry Salazar's TD Ameritrade Experience August 2006 - January 2009
Job
Industry Defense & Space
Experience
General Dynamics - Mission Systems November 2014 - Present
General Dynamics AIS April 2011 - Present
Northrop Grumman February 2009 - May 2011
TD Ameritrade August 2006 - January 2009
Snell Enterprises, Inc January 2006 - August 2006
LRW Digital June 2003 - December 2005
Aether Systems, Inc March 1999 - June 2003
O/E Midatlantic (Ociter Enterprise Solutions) October 1995 - March 1999
Skills
XML, Linux, Integration, Systems Engineering, SQL, Architecture, Cloud Computing, Architectures, Data Center, JavaScript, Requirements Analysis, Software Engineering, Unix, Windows
Education
University of Baltimore 1997 — 1999
M.S., Management of Information Systems
Towson University 1987 — 1992
B.S., Computer Science
General Dynamics - Mission Systems November 2014 - Present
General Dynamics AIS April 2011 - Present
Northrop Grumman February 2009 - May 2011
TD Ameritrade August 2006 - January 2009
Snell Enterprises, Inc January 2006 - August 2006
LRW Digital June 2003 - December 2005
Aether Systems, Inc March 1999 - June 2003
O/E Midatlantic (Ociter Enterprise Solutions) October 1995 - March 1999
Skills
XML, Linux, Integration, Systems Engineering, SQL, Architecture, Cloud Computing, Architectures, Data Center, JavaScript, Requirements Analysis, Software Engineering, Unix, Windows
Education
University of Baltimore 1997 — 1999
M.S., Management of Information Systems
Towson University 1987 — 1992
B.S., Computer Science
Barry Harlow Barry Harlow's TD Ameritrade Experience January 2005 - Present
Job Divisional Vice President
Industry Financial Services
Experience
TD Ameritrade January 2005 - Present
TD Ameritrade August 2010 - September 2011
TD Ameritrade February 2009 - August 2010
Skills
Series 7, Series 63, Series 24, Mutual Funds, Wealth Management, Retirement Planning, Investment Advisory, Strategic Financial..., Securities, Asset Allocation, FINRA, Investments, Portfolio Management, Retirement, Fixed Annuities, 401k, Financial Services, Financial Advisory, Equities, Relationship Management, ETFs, Investment Strategies, Uniform Combined State..., Financial Planning
Education
University of Central Oklahoma
BBA, Business Management
Webster University
MBA
TD Ameritrade January 2005 - Present
TD Ameritrade August 2010 - September 2011
TD Ameritrade February 2009 - August 2010
Skills
Series 7, Series 63, Series 24, Mutual Funds, Wealth Management, Retirement Planning, Investment Advisory, Strategic Financial..., Securities, Asset Allocation, FINRA, Investments, Portfolio Management, Retirement, Fixed Annuities, 401k, Financial Services, Financial Advisory, Equities, Relationship Management, ETFs, Investment Strategies, Uniform Combined State..., Financial Planning
Education
University of Central Oklahoma
BBA, Business Management
Webster University
MBA
William McInnis William McInnis's TD Ameritrade Experience August 2015 - Present
Job Specialist, Security & Facilities at TD Ameritrade
Industry Security and Investigations
Experience
TD Ameritrade August 2015 - Present
SOS Security Incorporated August 2006 - August 2015
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Photoshop, Photography, Public Speaking, PowerPoint, Research, Leadership, Team Building, Enforcement, Physical Security, Private Investigations, Firearms, Corporate Security, Security Management, Security Operations, Security, Surveillance, Training, Access Control, Background Checks, Crisis Management, CCTV, Executive Protection
Education
Triton College
TD Ameritrade August 2015 - Present
SOS Security Incorporated August 2006 - August 2015
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Photoshop, Photography, Public Speaking, PowerPoint, Research, Leadership, Team Building, Enforcement, Physical Security, Private Investigations, Firearms, Corporate Security, Security Management, Security Operations, Security, Surveillance, Training, Access Control, Background Checks, Crisis Management, CCTV, Executive Protection
Education
Triton College
Craig Schuster, PMP, SCPM, CSM Craig Schuster, PMP, SCPM, CSM's TD Ameritrade Experience January 2015 - Present
Job Senior Manager, IT Infrastructure PMO at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade January 2015 - Present
CMS Consulting, Inc August 2013 - January 2015
Oradell Kids Foundation July 2010 - December 2014
EMC July 2008 - July 2013
EMC December 2005 - July 2008
EMC December 2003 - December 2005
EMC June 2001 - December 2003
Paragon Solutions 1999 - 2001
Paragon Solutions 1996 - 1999
Skills
Professional Services, Program Management, Process Improvement, Team Leadership, Team Building, Leading..., Business Process..., Communication, Customer Satisfaction, Acquisition Integration, PMO Development, Best Practices, Innovation, Strategic Planning, Vendor Management, Project Management, Disaster Recovery, Cloud Computing, IT Service Management, Resource Management, Enterprise Architecture, Global Delivery, IT Management, Cross-functional Team..., PMO, Budgets, Management, CRM, SDLC, Integration, IT Strategy, Consulting, PMP, ITIL, Mergers, Leadership, Change Management, Data Center, Mergers & Acquisitions, Pre-sales, Software Project..., SaaS, Business Continuity, Project Portfolio..., Business Process, Business Intelligence, Enterprise Software, Project Delivery, Solution Architecture, Business Analysis
Education
State University of New York at Albany
BS, Business Administration
TD Ameritrade January 2015 - Present
CMS Consulting, Inc August 2013 - January 2015
Oradell Kids Foundation July 2010 - December 2014
EMC July 2008 - July 2013
EMC December 2005 - July 2008
EMC December 2003 - December 2005
EMC June 2001 - December 2003
Paragon Solutions 1999 - 2001
Paragon Solutions 1996 - 1999
Skills
Professional Services, Program Management, Process Improvement, Team Leadership, Team Building, Leading..., Business Process..., Communication, Customer Satisfaction, Acquisition Integration, PMO Development, Best Practices, Innovation, Strategic Planning, Vendor Management, Project Management, Disaster Recovery, Cloud Computing, IT Service Management, Resource Management, Enterprise Architecture, Global Delivery, IT Management, Cross-functional Team..., PMO, Budgets, Management, CRM, SDLC, Integration, IT Strategy, Consulting, PMP, ITIL, Mergers, Leadership, Change Management, Data Center, Mergers & Acquisitions, Pre-sales, Software Project..., SaaS, Business Continuity, Project Portfolio..., Business Process, Business Intelligence, Enterprise Software, Project Delivery, Solution Architecture, Business Analysis
Education
State University of New York at Albany
BS, Business Administration
Darin Guthrie Darin Guthrie's TD Ameritrade Experience August 2011 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2011 - Present
New England Financial August 2010 - May 2011
AXA Advisors January 2003 - August 2010
Parsons Corporation January 2000 - January 2003
Santa Barbara Sea Center January 1998 - January 2000
Skills
Investments, Long-term Care, Portfolio Management, Strategic Financial..., Business Development, Wealth Management, Mutual Funds, Leadership, Asset Management, Financial Services, Retirement Planning, Financial Advisory, Retirement, Fixed Annuities, Life Insurance, IRAs, Series 63, Uniform Combined State..., Series 7, Investment Advisory
Education
University of California, Santa Barbara 1995 — 1999
Environmental Studies, Finance
TD Ameritrade August 2011 - Present
New England Financial August 2010 - May 2011
AXA Advisors January 2003 - August 2010
Parsons Corporation January 2000 - January 2003
Santa Barbara Sea Center January 1998 - January 2000
Skills
Investments, Long-term Care, Portfolio Management, Strategic Financial..., Business Development, Wealth Management, Mutual Funds, Leadership, Asset Management, Financial Services, Retirement Planning, Financial Advisory, Retirement, Fixed Annuities, Life Insurance, IRAs, Series 63, Uniform Combined State..., Series 7, Investment Advisory
Education
University of California, Santa Barbara 1995 — 1999
Environmental Studies, Finance
James Dugan's TD Ameritrade Experience April 2011 - Present
Job Branch Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2011 - Present
TD Ameritrade December 2008 - March 2011
Ameriprise Financial Services, Inc. May 2000 - October 2008
Ameriprise Financial Services, Inc. August 2003 - December 2007
Skills
Series 7, Wealth Management, Retirement Planning, Uniform Combined State..., Asset Allocation, Investment Advisory, Mutual Funds, Investments, Series 63, Retirement, Securities, Strategic Financial..., Series 24, Financial Advisory, Estate Planning, Portfolio Management, Asset Managment, FINRA, IRAs, Alternative Investments
Education
Tufts University 1996 — 2000
B.A., Economics
Natick High School 1992 — 1996
TD Ameritrade April 2011 - Present
TD Ameritrade December 2008 - March 2011
Ameriprise Financial Services, Inc. May 2000 - October 2008
Ameriprise Financial Services, Inc. August 2003 - December 2007
Skills
Series 7, Wealth Management, Retirement Planning, Uniform Combined State..., Asset Allocation, Investment Advisory, Mutual Funds, Investments, Series 63, Retirement, Securities, Strategic Financial..., Series 24, Financial Advisory, Estate Planning, Portfolio Management, Asset Managment, FINRA, IRAs, Alternative Investments
Education
Tufts University 1996 — 2000
B.A., Economics
Natick High School 1992 — 1996
Catharine Marckwardt's TD Ameritrade Experience May 2012 - December 2012
Job Relationship Manager Commercial Real Estate
Industry Banking
Experience
Comerica Bank August 2015 - Present
Comerica Bank November 2014 - August 2015
Comerica Bank December 2012 - November 2014
TD Ameritrade May 2012 - December 2012
Vanguard June 2010 - April 2012
Skills
Customer Service, Investments, Excel, PowerPoint, Word, Customer Relations, Microsoft Office, Training, Microsoft Excel, Microsoft Word
Education
University of Arizona, Eller College of Management 2006 — 2010
Bachelor of Science in Business Administration, Finance, Spanish
Comerica Bank August 2015 - Present
Comerica Bank November 2014 - August 2015
Comerica Bank December 2012 - November 2014
TD Ameritrade May 2012 - December 2012
Vanguard June 2010 - April 2012
Skills
Customer Service, Investments, Excel, PowerPoint, Word, Customer Relations, Microsoft Office, Training, Microsoft Excel, Microsoft Word
Education
University of Arizona, Eller College of Management 2006 — 2010
Bachelor of Science in Business Administration, Finance, Spanish
Jonathan Lieberman Jonathan Lieberman's TD Ameritrade Experience 2009 - Present
Job Accounts Manager @ New York Customs Brokers
Industry Import and Export
Experience
New York Customs Brokers Inc. August 2012 - Present
TD Ameritrade 2009 - Present
Seen At The Scene April 2009 - Present
The Lone Soldier November 2010 - Present
Israel Defense Forces December 2010 - June 2012
Europe To What?! May 2010 - November 2010
Monster Energy January 2009 - May 2010
State University of New York at Buffalo October 2007 - May 2010
Quote Nightclub September 2008 - April 2009
Barry & Florence Friedberg JCC May 2005 - January 2008
Skills
Customs Brokerage, Customs Regulations, US Customs and Border..., Import Logistics, Terminal Operations, Fish & Wildlife Import..., FDA Import Entries, FDA Prior Notice, FDA Examination, USDA Import..., USDA Examination, Customer Service, Computer Software..., Software Troubleshooting, Troubleshooting, Time Management, Facebook, Event Planning, Social Media Marketing, Advertising, Online Marketing, Social Networking, Social Media, Marketing, Photography, Brand Management, Public Speaking, Brand Awareness, Market Research, Microsoft Office, Mac, Promotions, Blogging, Adobe Creative Suite, InDesign, Photoshop, Illustrator, Management, Microsoft Excel
Education
University at Buffalo 2005 — 2010
BA, Communication Design
Oceanside High School 2001 — 2005
New York Customs Brokers Inc. August 2012 - Present
TD Ameritrade 2009 - Present
Seen At The Scene April 2009 - Present
The Lone Soldier November 2010 - Present
Israel Defense Forces December 2010 - June 2012
Europe To What?! May 2010 - November 2010
Monster Energy January 2009 - May 2010
State University of New York at Buffalo October 2007 - May 2010
Quote Nightclub September 2008 - April 2009
Barry & Florence Friedberg JCC May 2005 - January 2008
Skills
Customs Brokerage, Customs Regulations, US Customs and Border..., Import Logistics, Terminal Operations, Fish & Wildlife Import..., FDA Import Entries, FDA Prior Notice, FDA Examination, USDA Import..., USDA Examination, Customer Service, Computer Software..., Software Troubleshooting, Troubleshooting, Time Management, Facebook, Event Planning, Social Media Marketing, Advertising, Online Marketing, Social Networking, Social Media, Marketing, Photography, Brand Management, Public Speaking, Brand Awareness, Market Research, Microsoft Office, Mac, Promotions, Blogging, Adobe Creative Suite, InDesign, Photoshop, Illustrator, Management, Microsoft Excel
Education
University at Buffalo 2005 — 2010
BA, Communication Design
Oceanside High School 2001 — 2005
Kian Salehizadeh, MBA Kian Salehizadeh, MBA's TD Ameritrade Experience March 2009 - August 2012
Job Analyst at Reality Shares, Inc.
Industry Financial Services
Experience
Reality Shares, Inc. September 2013 - Present
Everybody Solar August 2011 - Present
National University March 2012 - September 2013
Chandler Asset Management August 2012 - July 2013
TD Ameritrade March 2009 - August 2012
Bon Affair, Inc. July 2011 - October 2011
NuLEDs, Inc. July 2011 - October 2011
TD Ameritrade July 2007 - March 2009
Brandes Investment Partners June 2005 - June 2007
Brandes Investment Partners June 2004 - June 2005
Skills
Access, Ad Hoc Reporting, Bloomberg, Contract Negotiation, Due Diligence, Financial Analysis, Financial Statement..., Forecasting, Outlook, Pricing, PowerPoint, Salesforce.com, Microsoft Excel, Cost Benefit, Microsoft Word, Asset Managment, Investment Management, Marketing, Marketing Communications, Proposal Writing, RFP, Budgets, Start-ups, Series 7, Series 63, Budget Analysis, Cost Analysis, Crystal Ball, Excel, Margin Analysis, Sawtooth, Word
Education
University of California, San Diego - The Rady School of Management 2009 — 2011
MBA
University of California, San Diego 2001 — 2004
BS, Management Science
La Jolla High School 1997 — 2001
Reality Shares, Inc. September 2013 - Present
Everybody Solar August 2011 - Present
National University March 2012 - September 2013
Chandler Asset Management August 2012 - July 2013
TD Ameritrade March 2009 - August 2012
Bon Affair, Inc. July 2011 - October 2011
NuLEDs, Inc. July 2011 - October 2011
TD Ameritrade July 2007 - March 2009
Brandes Investment Partners June 2005 - June 2007
Brandes Investment Partners June 2004 - June 2005
Skills
Access, Ad Hoc Reporting, Bloomberg, Contract Negotiation, Due Diligence, Financial Analysis, Financial Statement..., Forecasting, Outlook, Pricing, PowerPoint, Salesforce.com, Microsoft Excel, Cost Benefit, Microsoft Word, Asset Managment, Investment Management, Marketing, Marketing Communications, Proposal Writing, RFP, Budgets, Start-ups, Series 7, Series 63, Budget Analysis, Cost Analysis, Crystal Ball, Excel, Margin Analysis, Sawtooth, Word
Education
University of California, San Diego - The Rady School of Management 2009 — 2011
MBA
University of California, San Diego 2001 — 2004
BS, Management Science
La Jolla High School 1997 — 2001
Robert Maiorano Robert Maiorano's TD Ameritrade Experience June 2014 - Present
Job Relationship Manager at TDAmeritrade
Industry Investment Management
Experience
TD Ameritrade June 2014 - Present
JP Morgan Chase Bank N.A. April 2011 - June 2014
Office of Mayor Jerry Sanders May 2009 - April 2011
Nordstrom June 2006 - December 2009
Office of Congressman Brian Bilbray December 2007 - March 2008
Skills
Banking, Sales, Credit, Investments, Loans, Relationship Management, Public Relations, Personal Finance
Education
University of California, San Diego 2005 — 2009
B.A., Political Science; International Relations
TD Ameritrade June 2014 - Present
JP Morgan Chase Bank N.A. April 2011 - June 2014
Office of Mayor Jerry Sanders May 2009 - April 2011
Nordstrom June 2006 - December 2009
Office of Congressman Brian Bilbray December 2007 - March 2008
Skills
Banking, Sales, Credit, Investments, Loans, Relationship Management, Public Relations, Personal Finance
Education
University of California, San Diego 2005 — 2009
B.A., Political Science; International Relations
Eric Walker Eric Walker's TD Ameritrade Experience April 2007 - August 2012
Job Division Vice President at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store 2014 - Present
Equity Trust Company 2012 - 2014
TD Ameritrade April 2007 - August 2012
Citigroup Smith Barney December 2006 - April 2007
Charles Schwab & Co February 1990 - November 2006
Charles Schwab January 1990 - November 2006
Charles Schwab January 1990 - November 2006
Charles Schwab January 1990 - November 2006
Charles Schwab January 1990 - November 2006
Charles Schwab January 1990 - November 2006
Skills
Hiring, Business Planning, Customer Relations, Coaching, Fixed Income, Contact Management, Series 7, Consultative Selling, Sales Management, Series 63, Call Center, Financial Planning, P&L Management, Retirement Planning, Investments, Wealth Management, New Business Development, Strategic Planning, Executive Management, Business Strategy, Change Management, Securities, P&L, Team Building, Strategic Financial..., Mergers, Sales, Uniform Combined State..., Series 24, Income Statement, Management, Retirement, Sales Process, Investment Advisory, Financial Services, Program Management, Strategy, Cross-functional Team..., Leadership, Selling, Recruiting, Portfolio Management, Marketing Strategy, Customer Service, Marketing, CRM, Business Development, Mutual Funds, Training, Analysis
Education
Washington University in St. Louis - Olin Business School 2009 — 2009
Leading through Change
Truman State University 1985 — 1989
Bachelor of Science, Business Administration
The Mutual Fund Store 2014 - Present
Equity Trust Company 2012 - 2014
TD Ameritrade April 2007 - August 2012
Citigroup Smith Barney December 2006 - April 2007
Charles Schwab & Co February 1990 - November 2006
Charles Schwab January 1990 - November 2006
Charles Schwab January 1990 - November 2006
Charles Schwab January 1990 - November 2006
Charles Schwab January 1990 - November 2006
Charles Schwab January 1990 - November 2006
Skills
Hiring, Business Planning, Customer Relations, Coaching, Fixed Income, Contact Management, Series 7, Consultative Selling, Sales Management, Series 63, Call Center, Financial Planning, P&L Management, Retirement Planning, Investments, Wealth Management, New Business Development, Strategic Planning, Executive Management, Business Strategy, Change Management, Securities, P&L, Team Building, Strategic Financial..., Mergers, Sales, Uniform Combined State..., Series 24, Income Statement, Management, Retirement, Sales Process, Investment Advisory, Financial Services, Program Management, Strategy, Cross-functional Team..., Leadership, Selling, Recruiting, Portfolio Management, Marketing Strategy, Customer Service, Marketing, CRM, Business Development, Mutual Funds, Training, Analysis
Education
Washington University in St. Louis - Olin Business School 2009 — 2009
Leading through Change
Truman State University 1985 — 1989
Bachelor of Science, Business Administration
Megan Jarzyna's TD Ameritrade Experience February 2008 - November 2014
Job Enterprise Project Manager
Industry Information Technology and Services
Experience
Public Media Apps May 2015 - Present
TD Ameritrade February 2008 - November 2014
Sogeti USA April 2006 - February 2008
Vision Technology Services June 2005 - April 2006
Citigroup - CitiFinancial June 1999 - June 2005
Skills
SDLC, Business Analysis, Integration, Project Management, Process Improvement, Cross-functional Team..., Software Development, Leadership, Software Project..., Risk Management, Requirements Analysis, Management, Analysis, Enterprise Software, Visio, Vendor Management, Agile Methodologies, SQL, Mobile Application..., Functional Requirements, Software Quality..., Web Project Management, iOS Development, Objective-C, JIRA, Scrum
Education
University of Baltimore 2002 — 2005
B.S., Information Technology
Public Media Apps May 2015 - Present
TD Ameritrade February 2008 - November 2014
Sogeti USA April 2006 - February 2008
Vision Technology Services June 2005 - April 2006
Citigroup - CitiFinancial June 1999 - June 2005
Skills
SDLC, Business Analysis, Integration, Project Management, Process Improvement, Cross-functional Team..., Software Development, Leadership, Software Project..., Risk Management, Requirements Analysis, Management, Analysis, Enterprise Software, Visio, Vendor Management, Agile Methodologies, SQL, Mobile Application..., Functional Requirements, Software Quality..., Web Project Management, iOS Development, Objective-C, JIRA, Scrum
Education
University of Baltimore 2002 — 2005
B.S., Information Technology
Natalie Anillo's TD Ameritrade Experience April 2015 - Present
Job Marketing Strategic Sourcing Analyst at TD Ameritrade
Industry Marketing and Advertising
Experience
TD Ameritrade April 2015 - Present
TD Ameritrade June 2013 - April 2015
Personal, Inc. May 2012 - April 2013
American Express May 2011 - July 2011
Richmond Hispanic Liaison Office February 2011 - April 2011
Skills
Social Media Marketing, PowerPoint, Social Media, Facebook, Marketing Communications, Marketing, Lead Generation, Sales, Infographics, Radian6, Analytics, Social Media Measurement, Marketing Strategy, Integrated Marketing, Project Management, Strategic Planning, Mind Mapping, Microsoft Excel, Access, Data Analysis, Competitive Analysis, Public Speaking, Presentation Development, Persuasive Presentation..., SPSS, Information Graphics, Strategic Sourcing
Education
University of Richmond - Robins School of Business 2009 — 2013
Bachelor of Science (BS), Business Administration concentrating on Marketing and International Business, Spanish minor, Magna Cum Laude
Universitat Pompeu Fabra 2011 — 2011
Semester-long study abroad program in Barcelona, Spain focusing on business in European contexts
Nardin Academy 2005 — 2009
TD Ameritrade April 2015 - Present
TD Ameritrade June 2013 - April 2015
Personal, Inc. May 2012 - April 2013
American Express May 2011 - July 2011
Richmond Hispanic Liaison Office February 2011 - April 2011
Skills
Social Media Marketing, PowerPoint, Social Media, Facebook, Marketing Communications, Marketing, Lead Generation, Sales, Infographics, Radian6, Analytics, Social Media Measurement, Marketing Strategy, Integrated Marketing, Project Management, Strategic Planning, Mind Mapping, Microsoft Excel, Access, Data Analysis, Competitive Analysis, Public Speaking, Presentation Development, Persuasive Presentation..., SPSS, Information Graphics, Strategic Sourcing
Education
University of Richmond - Robins School of Business 2009 — 2013
Bachelor of Science (BS), Business Administration concentrating on Marketing and International Business, Spanish minor, Magna Cum Laude
Universitat Pompeu Fabra 2011 — 2011
Semester-long study abroad program in Barcelona, Spain focusing on business in European contexts
Nardin Academy 2005 — 2009
Joshua Gallaudet Joshua Gallaudet's TD Ameritrade Experience June 2007 - August 2008
Job Leveraged Finance Associate at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank July 2015 - Present
Class Action Refund November 2011 - May 2014
UBS January 2011 - November 2011
Class Action Refund, LLC December 2008 - January 2011
TD Ameritrade June 2007 - August 2008
Fujifilm October 2006 - June 2007
Thacher Proffitt & Wood LLP December 2005 - October 2006
Impressions ABA Ind. Inc. August 2003 - January 2004
Skills
Leveraged Lending, Valuation Modeling, Financial Statement..., Data Analysis, Access Database, SQL, VBA, Bloomberg, S&P, Capital Markets, Business Analysis, Project Management, Salesforce.com, SDLC, SharePoint
Education
Vanderbilt University - Owen Graduate School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Accounting Corporate Finance
Trinity College-Hartford 2001 — 2005
Bachelor's Degree, History
Tuckahoe HS 1997 — 2001
High School
UBS Investment Bank July 2015 - Present
Class Action Refund November 2011 - May 2014
UBS January 2011 - November 2011
Class Action Refund, LLC December 2008 - January 2011
TD Ameritrade June 2007 - August 2008
Fujifilm October 2006 - June 2007
Thacher Proffitt & Wood LLP December 2005 - October 2006
Impressions ABA Ind. Inc. August 2003 - January 2004
Skills
Leveraged Lending, Valuation Modeling, Financial Statement..., Data Analysis, Access Database, SQL, VBA, Bloomberg, S&P, Capital Markets, Business Analysis, Project Management, Salesforce.com, SDLC, SharePoint
Education
Vanderbilt University - Owen Graduate School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Accounting Corporate Finance
Trinity College-Hartford 2001 — 2005
Bachelor's Degree, History
Tuckahoe HS 1997 — 2001
High School
Greg Mikesell, CFP®'s TD Ameritrade Experience May 2006 - December 2006
Job Financial Associate at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial August 2014 - Present
State Farm November 2012 - June 2014
Ronald Blue & Co. August 2007 - June 2012
TD Ameritrade May 2006 - December 2006
TD Waterhouse June 2000 - May 2006
Good Life Broadcasting 1992 - June 2000
Skills
Estate Planning, Investments, Retirement Planning, Finance, Insurance, Customer Service, Mutual Funds, Portfolio Management, Risk Management, CRM, Investment Management, Financial Advisory, Marketing, Financial Planners
Education
University of Central Florida 1989 — 2004
Bachelor of Arts (BA), Theatre Performance
Thrivent Financial August 2014 - Present
State Farm November 2012 - June 2014
Ronald Blue & Co. August 2007 - June 2012
TD Ameritrade May 2006 - December 2006
TD Waterhouse June 2000 - May 2006
Good Life Broadcasting 1992 - June 2000
Skills
Estate Planning, Investments, Retirement Planning, Finance, Insurance, Customer Service, Mutual Funds, Portfolio Management, Risk Management, CRM, Investment Management, Financial Advisory, Marketing, Financial Planners
Education
University of Central Florida 1989 — 2004
Bachelor of Arts (BA), Theatre Performance
Anthony Gioco, CFA Anthony Gioco, CFA's TD Ameritrade Experience Investment ConsultantTD Ameritrade$
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade Investment ConsultantTD Ameritrade$
Skills
CFA
Education
University of Arizona
Bachelor of Business Administration (B.B.A.), Economics
TD Ameritrade Investment ConsultantTD Ameritrade$
Skills
CFA
Education
University of Arizona
Bachelor of Business Administration (B.B.A.), Economics
Joseph Song's TD Ameritrade Experience May 2008 - Present
Job investment consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2008 - Present
Skills
investments, Finance, Asset Allocation, Retirement Planning, Series 7, Series 66, Equities, Securities, Uniform Combined State..., Wealth Management, Microsoft Excel, Investments, Mutual Funds, Investment Advisory, Financial Advisory, Portfolio Management, Financial Planning, Series 63
Education
UC Irvine 1990 — 1995
TD Ameritrade May 2008 - Present
Skills
investments, Finance, Asset Allocation, Retirement Planning, Series 7, Series 66, Equities, Securities, Uniform Combined State..., Wealth Management, Microsoft Excel, Investments, Mutual Funds, Investment Advisory, Financial Advisory, Portfolio Management, Financial Planning, Series 63
Education
UC Irvine 1990 — 1995
Yemi Oteyowo Yemi Oteyowo's TD Ameritrade Experience February 2014 - Present
Job CSS Lead at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade February 2014 - Present
Accenture Technology Solutions August 2012 - January 2014
AOL June 2011 - July 2012
Pinacle Communications April 2010 - March 2011
Freelance, NACETEM, Freelance, Canton group LLC October 2001 - March 2010
Skills
Web Development, CSS, HTML, JavaScript, JSTL/JSP, Project Management, Public Speaking, User Interface Design, Programming, MySQL, Drupal, PHP, AJAX, SEO, HTML 5, Web Analytics, Front-end, User Interface, Accessibility, Apache, XML, Web Services, Web Applications, Agile Methodologies, Scrum, Mobile Applications
Education
Towson University 2010 — 2012
Master of Science (MSc), Information Systems Management
Obafemi Awolowo University 2001 — 2007
Bachelor's degree, Computer Science
TD Ameritrade February 2014 - Present
Accenture Technology Solutions August 2012 - January 2014
AOL June 2011 - July 2012
Pinacle Communications April 2010 - March 2011
Freelance, NACETEM, Freelance, Canton group LLC October 2001 - March 2010
Skills
Web Development, CSS, HTML, JavaScript, JSTL/JSP, Project Management, Public Speaking, User Interface Design, Programming, MySQL, Drupal, PHP, AJAX, SEO, HTML 5, Web Analytics, Front-end, User Interface, Accessibility, Apache, XML, Web Services, Web Applications, Agile Methodologies, Scrum, Mobile Applications
Education
Towson University 2010 — 2012
Master of Science (MSc), Information Systems Management
Obafemi Awolowo University 2001 — 2007
Bachelor's degree, Computer Science
Aaron Buczek Aaron Buczek's TD Ameritrade Experience October 2008 - March 2013
Job Wealth Manager at Creative Planning Inc.
Industry Financial Services
Experience
Creative Planning Inc. March 2013 - Present
TD Ameritrade October 2008 - March 2013
Skills
Series 7, Investments, Wealth Management, Asset Allocation, Series 63, Bloomberg, Portfolio Management, Securities, Strategy, Investment Management, Finance, Wealth Management..., Strategic Financial..., Wealth, Mutual Funds, Retirement Planning
Education
University of California, Santa Barbara 1985 — 1990
B.A., Communication Studies
Creative Planning Inc. March 2013 - Present
TD Ameritrade October 2008 - March 2013
Skills
Series 7, Investments, Wealth Management, Asset Allocation, Series 63, Bloomberg, Portfolio Management, Securities, Strategy, Investment Management, Finance, Wealth Management..., Strategic Financial..., Wealth, Mutual Funds, Retirement Planning
Education
University of California, Santa Barbara 1985 — 1990
B.A., Communication Studies
Rajiv K. Shah Rajiv K. Shah's TD Ameritrade Experience May 2008 - August 2010
Job AVP Deutsche Asset & Wealth Management
Industry Financial Services
Experience
Deutsche Bank September 2014 - Present
Kovack Securities April 2011 - September 2014
Crescent Palm Capital Partners November 2010 - April 2011
TD Ameritrade May 2008 - August 2010
Waddell & Reed February 2006 - May 2008
Waddell & Reed January 2005 - January 2006
MetLife January 2004 - January 2005
Prudential Financial October 2002 - December 2003
Wells Fargo Advisors June 2001 - September 2002
Olde Stockbrokers June 2000 - June 2001
Skills
Financial Planning, Sales Management, Investments, Insurance, Investment Advisory, Compliance, Trading, Trade Surveillance, Algorithmic Trading, Electronic Trading, Financial Markets, Capital Markets, Derivatives, Technical Analysis, Risk Management, Pershing NetX360, NFS Streetscape/FBSI, Team Leadership, Broker/Dealer Operations, Registered Investment..., Series 7, Series 6, Series 63, Series 65, Series 4, Series 24, Series 53, Series 55, Series 27, FINOP, Strategic Financial..., Trading System, Commodity, FINRA, Options, Equities, FX Options, Series 99, Trading Strategies, Financial Risk, Financial Services, Hedge Funds, ETFs, Portfolio Management, Asset Management, Alternative Investments, Trading Systems, Banking, Financial Advisory, Investment Strategies
Education
University at Buffalo
B.A, Clinical Psychology
University of North Florida
M.B.A, Finance
Deutsche Bank September 2014 - Present
Kovack Securities April 2011 - September 2014
Crescent Palm Capital Partners November 2010 - April 2011
TD Ameritrade May 2008 - August 2010
Waddell & Reed February 2006 - May 2008
Waddell & Reed January 2005 - January 2006
MetLife January 2004 - January 2005
Prudential Financial October 2002 - December 2003
Wells Fargo Advisors June 2001 - September 2002
Olde Stockbrokers June 2000 - June 2001
Skills
Financial Planning, Sales Management, Investments, Insurance, Investment Advisory, Compliance, Trading, Trade Surveillance, Algorithmic Trading, Electronic Trading, Financial Markets, Capital Markets, Derivatives, Technical Analysis, Risk Management, Pershing NetX360, NFS Streetscape/FBSI, Team Leadership, Broker/Dealer Operations, Registered Investment..., Series 7, Series 6, Series 63, Series 65, Series 4, Series 24, Series 53, Series 55, Series 27, FINOP, Strategic Financial..., Trading System, Commodity, FINRA, Options, Equities, FX Options, Series 99, Trading Strategies, Financial Risk, Financial Services, Hedge Funds, ETFs, Portfolio Management, Asset Management, Alternative Investments, Trading Systems, Banking, Financial Advisory, Investment Strategies
Education
University at Buffalo
B.A, Clinical Psychology
University of North Florida
M.B.A, Finance
Albert Montagna Albert Montagna's TD Ameritrade Experience February 2002 - October 2003
Job Experienced Financial Services Registered Principal Seeking A New Position Within Financial Services
Industry Financial Services
Experience
SPC Financial, Inc., An Independent Registered Advisor/SEC February 2014 - March 2015
AXA Advisors September 2013 - January 2014
Planning Solutions Group LLC July 2012 - September 2013
Bank of America Merrill Lynch October 2011 - July 2012
MetLife January 2010 - May 2010
Legg Mason December 2003 - May 2009
TD Ameritrade February 2002 - October 2003
T. Rowe Price September 1999 - October 2001
Skills
Portfolio Management, New Business Development, Operations Management, Investments, Financial Advisory, Financial Services, Retirement Planning, Sales Management, Customer Service, Strategic Planning, Marketing Strategy, Series 7, Series 24, Series 66, Life & Health Insurance..., Retail Banking, Call Centers, Employee Training, Investment Advisory, Compliance, Program Management, Product Marketing, Business Writing, Model Portfolios, Portfolio Assessment, Salesforce.com, Redtail, Monte Carlo Simulation, Institutional Sales, Hiring Employees, Employee Benefits, Variable Annuities, Fixed Annuities, Fixed Income, Closed-end Funds, ETFs, Sales Presentations, Asset Allocation, Bonds
Education
Towson University 1994 — 1999
B.S., Economics
SPC Financial, Inc., An Independent Registered Advisor/SEC February 2014 - March 2015
AXA Advisors September 2013 - January 2014
Planning Solutions Group LLC July 2012 - September 2013
Bank of America Merrill Lynch October 2011 - July 2012
MetLife January 2010 - May 2010
Legg Mason December 2003 - May 2009
TD Ameritrade February 2002 - October 2003
T. Rowe Price September 1999 - October 2001
Skills
Portfolio Management, New Business Development, Operations Management, Investments, Financial Advisory, Financial Services, Retirement Planning, Sales Management, Customer Service, Strategic Planning, Marketing Strategy, Series 7, Series 24, Series 66, Life & Health Insurance..., Retail Banking, Call Centers, Employee Training, Investment Advisory, Compliance, Program Management, Product Marketing, Business Writing, Model Portfolios, Portfolio Assessment, Salesforce.com, Redtail, Monte Carlo Simulation, Institutional Sales, Hiring Employees, Employee Benefits, Variable Annuities, Fixed Annuities, Fixed Income, Closed-end Funds, ETFs, Sales Presentations, Asset Allocation, Bonds
Education
Towson University 1994 — 1999
B.S., Economics
Eli Lazarowitz Eli Lazarowitz's TD Ameritrade Experience 1996 - 1998
Job Project Implementations
Industry Banking
Experience
JPMorgan Chase January 2012 - Present
Goldman Sachs July 2004 - December 2011
Goldman Sachs & Co April 2000 - June 2004
Citigroup Investment Services June 1998 - March 2000
Waterhouse Investments June 1996 - May 1998
TD Ameritrade 1996 - 1998
Hungry Harbor Bakery September 1994 - April 1996
Skills
Hedge Funds, Prime Brokerage, Electronic Trading, Equities, Trading Systems, Commodity Markets, Derivatives, Fixed Income, Market Data, Trading, Middle Office, Settlement, Options, Credit Derivatives, Banking, Capital Markets, Financial Risk, Financial Markets, Equity Derivatives, Investment Banking, Securities, Bloomberg, FX Options, Back Office, Equity Trading, Swaps, Securities Lending
Education
Touro College 1992 — 1996
BS, Finance
YFR
JPMorgan Chase January 2012 - Present
Goldman Sachs July 2004 - December 2011
Goldman Sachs & Co April 2000 - June 2004
Citigroup Investment Services June 1998 - March 2000
Waterhouse Investments June 1996 - May 1998
TD Ameritrade 1996 - 1998
Hungry Harbor Bakery September 1994 - April 1996
Skills
Hedge Funds, Prime Brokerage, Electronic Trading, Equities, Trading Systems, Commodity Markets, Derivatives, Fixed Income, Market Data, Trading, Middle Office, Settlement, Options, Credit Derivatives, Banking, Capital Markets, Financial Risk, Financial Markets, Equity Derivatives, Investment Banking, Securities, Bloomberg, FX Options, Back Office, Equity Trading, Swaps, Securities Lending
Education
Touro College 1992 — 1996
BS, Finance
YFR
Yee Feng Yee Feng's TD Ameritrade Experience 2007 - 2008
Job Associate Client Manager at Cornerstone Advisors, Inc. | Owner/Photographer at Feng Images
Industry Investment Management
Experience
Cornerstone Advisors, Inc. (Bellevue, WA) August 2008 - Present
Feng Images May 2010 - Present
TD Ameritrade 2007 - 2008
Brighton Jones 2006 - 2007
TD Ameritrade May 2000 - June 2006
Skills
Photography, Weddings, Portraits
Education
University of California, Los Angeles 1995 — 1999
B.S., Sociology
Cornerstone Advisors, Inc. (Bellevue, WA) August 2008 - Present
Feng Images May 2010 - Present
TD Ameritrade 2007 - 2008
Brighton Jones 2006 - 2007
TD Ameritrade May 2000 - June 2006
Skills
Photography, Weddings, Portraits
Education
University of California, Los Angeles 1995 — 1999
B.S., Sociology
Betzaly Horn Betzaly Horn's TD Ameritrade Experience April 2014 - Present
Job Manager at TD Ameritrade
Industry Public Relations and Communications
Experience
TD Ameritrade April 2014 - Present
TD Ameritrade October 2012 - April 2014
TD Ameritrade October 2010 - October 2012
K Strategies Group, LLC November 2008 - June 2010
Sony Entertainment Television July 2005 - May 2007
HBO Latin America January 1998 - March 2005
EMI Music Latin America June 1997 - October 1997
UCAB November 1995 - July 1996
Skills
Television, Translation, Spanish, Television Production, Marketing, Financial Services, Public Relations, Marketing Communications, Social Media, Editing, Video Editing, Media Relations, Copywriting, Social Media Marketing, Advertising, Video, Marketing Strategy, Entertainment, Event Planning, Finance, Event Management, Video Production, Customer Service, Investments, Strategy, Strategic Planning, Microsoft Office, Management
Education
University of Texas at Dallas - Naveen Jindal School of Management 2007 — 2008
Certificate, Business
Universidad Católica Andrés Bello 1991 — 1996
B.A., Communications
TD Ameritrade April 2014 - Present
TD Ameritrade October 2012 - April 2014
TD Ameritrade October 2010 - October 2012
K Strategies Group, LLC November 2008 - June 2010
Sony Entertainment Television July 2005 - May 2007
HBO Latin America January 1998 - March 2005
EMI Music Latin America June 1997 - October 1997
UCAB November 1995 - July 1996
Skills
Television, Translation, Spanish, Television Production, Marketing, Financial Services, Public Relations, Marketing Communications, Social Media, Editing, Video Editing, Media Relations, Copywriting, Social Media Marketing, Advertising, Video, Marketing Strategy, Entertainment, Event Planning, Finance, Event Management, Video Production, Customer Service, Investments, Strategy, Strategic Planning, Microsoft Office, Management
Education
University of Texas at Dallas - Naveen Jindal School of Management 2007 — 2008
Certificate, Business
Universidad Católica Andrés Bello 1991 — 1996
B.A., Communications
Alex Negron Alex Negron's TD Ameritrade Experience September 2010 - Present
Job Branch Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2010 - Present
Chase Investment Services Inc. March 2010 - September 2010
Holland Financial July 2009 - March 2010
Ferrell Wealth Management Inc. October 2007 - July 2009
Charles Schwab & Co., Inc. June 1999 - October 2007
Skills
Series 7, Series 9, Series 10, Series 66, Series 63, Portfolio Management, Strategic Financial...
Education
University of Central Florida 2009 — 2009
CFP - Candidate Courses
Webster University 1999 — 2003
MBA
University of Florida 1994 — 1997
Undergraduate Studies
TD Ameritrade September 2010 - Present
Chase Investment Services Inc. March 2010 - September 2010
Holland Financial July 2009 - March 2010
Ferrell Wealth Management Inc. October 2007 - July 2009
Charles Schwab & Co., Inc. June 1999 - October 2007
Skills
Series 7, Series 9, Series 10, Series 66, Series 63, Portfolio Management, Strategic Financial...
Education
University of Central Florida 2009 — 2009
CFP - Candidate Courses
Webster University 1999 — 2003
MBA
University of Florida 1994 — 1997
Undergraduate Studies
Stuart Rubinstein Stuart Rubinstein's TD Ameritrade Experience October 2010 - July 2014
Job Senior Vice President, Digital Solutions at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments September 2014 - Present
TD Ameritrade October 2010 - July 2014
TD Ameritrade September 2009 - November 2010
TD AMERITRADE January 2006 - November 2009
TD Waterhouse January 2000 - January 2006
Goldman Sachs December 1996 - January 2000
Dreyfus 1994 - 1996
Skills
E-commerce, Marketing, Management, Product Management, Leadership, Financial Services, Series 7, Digital Strategy, Strategy, Series 63, Analytics, Mobile Devices, Marketing Strategy, Series 24, Investments, Business Planning, Interactive Marketing, Strategic Partnerships, Competitive Analysis, Integrated Marketing, New Media, Mobile Marketing, Mutual Funds, Email Marketing, Social Media Marketing, CRM, Lead Generation, Wealth Management, Relationship Management, Digital Marketing, Segmentation, Emerging Media, Interactive Strategy, Direct Marketing, Retail, Customer Acquisition, Social Media
Education
New York University - Leonard N. Stern School of Business 1988 — 1990
M.B.A., Marketing
University at Albany, SUNY 1981 — 1985
B.S., Business, Management Information Systems
Fidelity Investments September 2014 - Present
TD Ameritrade October 2010 - July 2014
TD Ameritrade September 2009 - November 2010
TD AMERITRADE January 2006 - November 2009
TD Waterhouse January 2000 - January 2006
Goldman Sachs December 1996 - January 2000
Dreyfus 1994 - 1996
Skills
E-commerce, Marketing, Management, Product Management, Leadership, Financial Services, Series 7, Digital Strategy, Strategy, Series 63, Analytics, Mobile Devices, Marketing Strategy, Series 24, Investments, Business Planning, Interactive Marketing, Strategic Partnerships, Competitive Analysis, Integrated Marketing, New Media, Mobile Marketing, Mutual Funds, Email Marketing, Social Media Marketing, CRM, Lead Generation, Wealth Management, Relationship Management, Digital Marketing, Segmentation, Emerging Media, Interactive Strategy, Direct Marketing, Retail, Customer Acquisition, Social Media
Education
New York University - Leonard N. Stern School of Business 1988 — 1990
M.B.A., Marketing
University at Albany, SUNY 1981 — 1985
B.S., Business, Management Information Systems
Anthony Masterson, CRPC, AAMS Anthony Masterson, CRPC, AAMS's TD Ameritrade Experience January 2009 - Present
Job Investment Consultant
Industry Financial Services
Experience
TD Ameritrade January 2009 - Present
Ameriprise Financial Advisors August 2002 - December 2008
Skills
Financial Planning, Small Business, Retirement Income..., Investment Advisory, Asset Allocation, Reporting & Analysis, Charitable Giving, Saving for Education, Wealth, Investments, Retirement Planning, Series 7, Retirement, Wealth Management, Financial Advisory, Mutual Funds, Estate Planning, 401k, Alternative Investments, Securities, IRA's, Asset Management, Investment Strategies, Options, Financial Analysis, Portfolio Management, Bonds, Asset, Equities, ETFs, Insurance Planning, Pensions, Long Term Care, Series 66, Employee Benefits, Risk Management, Business Planning, Fixed Income, Financial Modeling, High Net Worth..., FINRA, Strategic Planning, Funding, Hedge Funds, Real Estate, Strategic Financial..., Financial Services, Finance, Insurance, Financial Goals
Education
University of California, Los Angeles 1980 — 1984
Bachelor of Arts, Psychology
TD Ameritrade January 2009 - Present
Ameriprise Financial Advisors August 2002 - December 2008
Skills
Financial Planning, Small Business, Retirement Income..., Investment Advisory, Asset Allocation, Reporting & Analysis, Charitable Giving, Saving for Education, Wealth, Investments, Retirement Planning, Series 7, Retirement, Wealth Management, Financial Advisory, Mutual Funds, Estate Planning, 401k, Alternative Investments, Securities, IRA's, Asset Management, Investment Strategies, Options, Financial Analysis, Portfolio Management, Bonds, Asset, Equities, ETFs, Insurance Planning, Pensions, Long Term Care, Series 66, Employee Benefits, Risk Management, Business Planning, Fixed Income, Financial Modeling, High Net Worth..., FINRA, Strategic Planning, Funding, Hedge Funds, Real Estate, Strategic Financial..., Financial Services, Finance, Insurance, Financial Goals
Education
University of California, Los Angeles 1980 — 1984
Bachelor of Arts, Psychology
Vic Carpenter Vic Carpenter's TD Ameritrade Experience January 1998 - May 2000
Job Independent Investor at home in Gilbert
Industry Investment Management
Experience
home in Gilbert September 1996 - Present
Arizona Federal Credit Union August 2008 - September 2013
Arizona Federal Credit Union February 2005 - August 2008
TD Ameritrade January 1998 - May 2000
Scottrade August 1987 - October 1996
Dean Witter Reynolds Inc. May 1985 - July 1987
McDonald's Corporation June 1984 - June 1985
City of Chandler, Arizona June 1983 - June 1984
United States Air Force May 1982 - May 1983
United States Air Force June 1981 - May 1982
Skills
Process Improvement, Program Management, Business Analysis, Strategic Planning, Project Management, Cross-functional Team..., Microsoft Office, Microsoft Excel, PowerPoint, Risk Management, Loans, Financial Modeling, Leadership, Analysis, Financial Analysis, Banking, Training, Management, Finance, Investments, Financial Services
Education
US Air Force Academy 1974 — 1978
BS, History
University of Puget Sound 1982 — 1983
home in Gilbert September 1996 - Present
Arizona Federal Credit Union August 2008 - September 2013
Arizona Federal Credit Union February 2005 - August 2008
TD Ameritrade January 1998 - May 2000
Scottrade August 1987 - October 1996
Dean Witter Reynolds Inc. May 1985 - July 1987
McDonald's Corporation June 1984 - June 1985
City of Chandler, Arizona June 1983 - June 1984
United States Air Force May 1982 - May 1983
United States Air Force June 1981 - May 1982
Skills
Process Improvement, Program Management, Business Analysis, Strategic Planning, Project Management, Cross-functional Team..., Microsoft Office, Microsoft Excel, PowerPoint, Risk Management, Loans, Financial Modeling, Leadership, Analysis, Financial Analysis, Banking, Training, Management, Finance, Investments, Financial Services
Education
US Air Force Academy 1974 — 1978
BS, History
University of Puget Sound 1982 — 1983
John Lattarulo, CFP® John Lattarulo, CFP®'s TD Ameritrade Experience March 2008 - September 2010
Job Owner at JBL Wealth Strategies
Industry Financial Services
Experience
JBL Wealth Strategies January 2013 - Present
Alpha Global Investments January 2011 - December 2012
TD Ameritrade March 2008 - September 2010
Lincoln Financial Advisors August 2006 - March 2008
SAIC September 1999 - March 2006
Skills
Wealth Management, Strategic Financial..., Portfolio Management, Investment Management, Investment Strategies
Education
University of California, Los Angeles 2010 — 2011
Personal Financial Planning Certification, Financial Planning
University of Arizona 1994 — 1996
BSBA, Finance
JBL Wealth Strategies January 2013 - Present
Alpha Global Investments January 2011 - December 2012
TD Ameritrade March 2008 - September 2010
Lincoln Financial Advisors August 2006 - March 2008
SAIC September 1999 - March 2006
Skills
Wealth Management, Strategic Financial..., Portfolio Management, Investment Management, Investment Strategies
Education
University of California, Los Angeles 2010 — 2011
Personal Financial Planning Certification, Financial Planning
University of Arizona 1994 — 1996
BSBA, Finance
Brandon White, MBA Brandon White, MBA's TD Ameritrade Experience 2007 - June 2011
Job Project Leader at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price March 2015 - Present
T. Rowe Price December 2011 - March 2015
Legg Mason Capital Management May 2011 - November 2011
TD Ameritrade 2007 - June 2011
T Rowe Price 2003 - 2007
Skills
Series 63, Mutual Funds, Trading, Equities, Asset Managment, Analysis, Series 7, Process Improvement, Bloomberg, Investments, Portfolio Management, Securities, Fixed Income
Education
University of Maryland University College 2010 — 2012
MBA
Towson University 1999 — 2005
T. Rowe Price March 2015 - Present
T. Rowe Price December 2011 - March 2015
Legg Mason Capital Management May 2011 - November 2011
TD Ameritrade 2007 - June 2011
T Rowe Price 2003 - 2007
Skills
Series 63, Mutual Funds, Trading, Equities, Asset Managment, Analysis, Series 7, Process Improvement, Bloomberg, Investments, Portfolio Management, Securities, Fixed Income
Education
University of Maryland University College 2010 — 2012
MBA
Towson University 1999 — 2005
Conor Mahlmann Conor Mahlmann's TD Ameritrade Experience July 2015 - Present
Job Business Development Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2015 - Present
TD Ameritrade January 2015 - Present
The Scoular Company January 2014 - October 2014
Bunge May 2013 - August 2013
CoBank June 2012 - August 2012
Overman Grain June 2010 - July 2010
White Commercial Corporation June 2009 - July 2009
Skills
Commodity Markets, Series 7, Grain, Commodity Risk..., Research, Customer Service, Hedging, Futures Trading, Commodity, Agriculture, Agribusiness, Microsoft Office, Agricultural Economics, Wheat, Financial Markets, Basis Trading, Grain Merchandising
Education
University of Arkansas at Fayetteville 2010 — 2013
Bachelor of Science (BS), Agricultural Economics, Senior
TD Ameritrade July 2015 - Present
TD Ameritrade January 2015 - Present
The Scoular Company January 2014 - October 2014
Bunge May 2013 - August 2013
CoBank June 2012 - August 2012
Overman Grain June 2010 - July 2010
White Commercial Corporation June 2009 - July 2009
Skills
Commodity Markets, Series 7, Grain, Commodity Risk..., Research, Customer Service, Hedging, Futures Trading, Commodity, Agriculture, Agribusiness, Microsoft Office, Agricultural Economics, Wheat, Financial Markets, Basis Trading, Grain Merchandising
Education
University of Arkansas at Fayetteville 2010 — 2013
Bachelor of Science (BS), Agricultural Economics, Senior
Krystal Covarrubias Krystal Covarrubias's TD Ameritrade Experience January 2008 - May 2008
Job Product Specialist at LitCap
Industry Information Technology and Services
Experience
LitCap January 2015 - Present
Marsh & McLennan Companies, Inc. August 2012 - July 2014
Houston ISD August 2009 - August 2012
Atmos Energy May 2008 - April 2009
TD Ameritrade January 2008 - May 2008
Skills
Microsoft Excel, Microsoft Word, Financial Analysis, Teaching, Customer Service, Training, Research, RMIS, Microsoft Office, Software Documentation, Management, Risk Management, Analysis, Salesforce.com, Leadership, Process Improvement, Business Analysis
Education
University of North Texas 2006 — 2008
Business Administration, Finance
Universidad del Sagrado Corazón 2005 — 2006
Spanish, Spanish
Lamar High School 2000 — 2003
LitCap January 2015 - Present
Marsh & McLennan Companies, Inc. August 2012 - July 2014
Houston ISD August 2009 - August 2012
Atmos Energy May 2008 - April 2009
TD Ameritrade January 2008 - May 2008
Skills
Microsoft Excel, Microsoft Word, Financial Analysis, Teaching, Customer Service, Training, Research, RMIS, Microsoft Office, Software Documentation, Management, Risk Management, Analysis, Salesforce.com, Leadership, Process Improvement, Business Analysis
Education
University of North Texas 2006 — 2008
Business Administration, Finance
Universidad del Sagrado Corazón 2005 — 2006
Spanish, Spanish
Lamar High School 2000 — 2003
Matthew Ende's TD Ameritrade Experience February 2007 - July 2009
Job Senior Talent Acquisition Manager, Winston Resources Identifying top professionals for the perfect opportunity
Industry Financial Services
Experience
Winston Resources October 2013 - Present
New York Staff Search, LLC September 2012 - November 2013
Adam and Evenings, New York, NY May 2009 - February 2013
Endeavor Trading Group 2009 - March 2012
TD Ameritrade February 2007 - July 2009
Mellon Bank June 2003 - November 2006
R&G Brenner Tax and Financial Advisors April 2002 - June 2003
WIT Capital March 1999 - June 2001
Merrill Lynch & Co. September 1996 - March 1999
Skills
Strategic Financial..., Investor Relations, Building Relationships, Coordinating Special..., Investment Management, Customer Acquisition, Recruiting, Human Resources, Employee Relations, Employee Benefits, Strategic Hiring, Business Strategy, Social Media, Asset Managment, Analysis, Fixed Annuities, CRM, Investments, Finance, Institutional..., Portfolio Management, Securities, Program Management, Mutual Funds, Financial Analysis, Event Planning, Management, 401k, Capital Markets, Retirement, Strategy, Alternative Investments, Asset Allocation, Equities, Sales, Relationship Management, Financial Modeling, Financial Services, Fixed Income, Salesforce.com, Risk Management, Process Improvement, Account Management, Analytics, Epic Systems, Managerial Finance, Financial Accounting, Healthcare Industry, Asset Management, Networking
Education
Tulane University 1992 — 1996
Bachelor's degree, Finance
Edgemont High School
Winston Resources October 2013 - Present
New York Staff Search, LLC September 2012 - November 2013
Adam and Evenings, New York, NY May 2009 - February 2013
Endeavor Trading Group 2009 - March 2012
TD Ameritrade February 2007 - July 2009
Mellon Bank June 2003 - November 2006
R&G Brenner Tax and Financial Advisors April 2002 - June 2003
WIT Capital March 1999 - June 2001
Merrill Lynch & Co. September 1996 - March 1999
Skills
Strategic Financial..., Investor Relations, Building Relationships, Coordinating Special..., Investment Management, Customer Acquisition, Recruiting, Human Resources, Employee Relations, Employee Benefits, Strategic Hiring, Business Strategy, Social Media, Asset Managment, Analysis, Fixed Annuities, CRM, Investments, Finance, Institutional..., Portfolio Management, Securities, Program Management, Mutual Funds, Financial Analysis, Event Planning, Management, 401k, Capital Markets, Retirement, Strategy, Alternative Investments, Asset Allocation, Equities, Sales, Relationship Management, Financial Modeling, Financial Services, Fixed Income, Salesforce.com, Risk Management, Process Improvement, Account Management, Analytics, Epic Systems, Managerial Finance, Financial Accounting, Healthcare Industry, Asset Management, Networking
Education
Tulane University 1992 — 1996
Bachelor's degree, Finance
Edgemont High School
Michael Hou Michael Hou's TD Ameritrade Experience 2013 - January 2014
Job Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch June 2014 - Present
TD Ameritrade 2013 - January 2014
Bank of America May 2013 - July 2013
Skills
Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Social Media, Sales, Teamwork, Marketing, New Business Development, Investments, Banking, Finance, Account Management, Salesforce.com
Education
University of California, San Diego 2009 — 2012
Bachelor's degree, Economics
Merrill Lynch June 2014 - Present
TD Ameritrade 2013 - January 2014
Bank of America May 2013 - July 2013
Skills
Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Social Media, Sales, Teamwork, Marketing, New Business Development, Investments, Banking, Finance, Account Management, Salesforce.com
Education
University of California, San Diego 2009 — 2012
Bachelor's degree, Economics
Tony Petrunin Tony Petrunin's TD Ameritrade Experience February 2009 - May 2009
Job Associate at RGL Advisors
Industry Investment Banking
Experience
RGL Advisors June 2014 - Present
Ericsson January 2012 - June 2014
Fidelity Investments June 2009 - August 2010
TD Ameritrade February 2009 - May 2009
Countrywide Home Loans May 2007 - August 2008
Education
Duke Corporate Education 2012 — 2014
Leadership Developement
Thunderbird School of Global Management 2010 — 2011
MSc, Global Management
University of North Texas 2006 — 2010
B.A, Finance. International Business Certificate, Minor in Spanish, Dean's List Honors
Universitat Autònoma de Barcelona 2008 — 2009
International Business
RGL Advisors June 2014 - Present
Ericsson January 2012 - June 2014
Fidelity Investments June 2009 - August 2010
TD Ameritrade February 2009 - May 2009
Countrywide Home Loans May 2007 - August 2008
Education
Duke Corporate Education 2012 — 2014
Leadership Developement
Thunderbird School of Global Management 2010 — 2011
MSc, Global Management
University of North Texas 2006 — 2010
B.A, Finance. International Business Certificate, Minor in Spanish, Dean's List Honors
Universitat Autònoma de Barcelona 2008 — 2009
International Business
Jenn Feliberty Jenn Feliberty's TD Ameritrade Experience December 1998 - August 2015
Job Senior Fixed Income Trader: Focused| GoalOriented| Capital Markets
Industry Financial Services
Experience
Financial Women's Association October 2012 - Present
TD Ameritrade December 1998 - August 2015
Waterhouse Securities December 1998 - November 1999
Bankers Trust Corporation November 1997 - December 1998
Skills
Fixed Income, Trading, Series 7, Series 63, Bloomberg, Securities, Settlement, Emerging Markets, Equities, Prime Brokerage, Bonds, Municipal Bonds, Budgets, Electronic Trading, FINRA, Corporate Actions, Municipalities, Spanish, Investments, Municipal, Fixed Income Trading, Fundraisers, Fundraising, Volunteer Coordinating, Managing Volunteers, Charity Events, Organizing, Budget Oversight, Spanish translation, Charity, Volunteer Management
Education
University of Rochester - Simon Business School 2015 — 2016
Master of Science (MS), Finance, General
State University of New York at Buffalo 1992 — 1999
Bachelor of Arts, Psychology
Financial Women's Association October 2012 - Present
TD Ameritrade December 1998 - August 2015
Waterhouse Securities December 1998 - November 1999
Bankers Trust Corporation November 1997 - December 1998
Skills
Fixed Income, Trading, Series 7, Series 63, Bloomberg, Securities, Settlement, Emerging Markets, Equities, Prime Brokerage, Bonds, Municipal Bonds, Budgets, Electronic Trading, FINRA, Corporate Actions, Municipalities, Spanish, Investments, Municipal, Fixed Income Trading, Fundraisers, Fundraising, Volunteer Coordinating, Managing Volunteers, Charity Events, Organizing, Budget Oversight, Spanish translation, Charity, Volunteer Management
Education
University of Rochester - Simon Business School 2015 — 2016
Master of Science (MS), Finance, General
State University of New York at Buffalo 1992 — 1999
Bachelor of Arts, Psychology
Lori Bruckner, SPHR Lori Bruckner, SPHR's TD Ameritrade Experience 2010 - 2012
Job VP, Human Resources at Ballantyne Strong, Inc.
Industry Human Resources
Experience
Ballantyne Strong, Inc. July 2012 - Present
TD Ameritrade 2010 - 2012
Wilkinson Industries 2007 - 2010
First Data Corporation 2001 - 2007
First Data Corporation 1998 - 2001
First Data Corporation 1989 - 1998
First Data Corporation/Wats Marketing 1988 - 1989
Skills
Employee Relations, Organizational..., Employment Law..., Strategic Planning, Deferred Compensation, Organizational Design, Mergers, Leadership, Onboarding, Workforce Planning, Succession Planning, Talent Management, Talent Acquisition, HRIS, Employee Engagement, FMLA, HR Policies, Performance Management, Benefits Administration, HR Consulting, Management, Human Resources, PeopleSoft, Payroll, Mergers & Acquisitions, Training, Temporary Placement, Recruiting, Performance Appraisal, Personnel Management, Strategy, Employee Benefits, College Recruiting, Policy
Education
Truman State University 1983 — 1987
BA, Communications
Ballantyne Strong, Inc. July 2012 - Present
TD Ameritrade 2010 - 2012
Wilkinson Industries 2007 - 2010
First Data Corporation 2001 - 2007
First Data Corporation 1998 - 2001
First Data Corporation 1989 - 1998
First Data Corporation/Wats Marketing 1988 - 1989
Skills
Employee Relations, Organizational..., Employment Law..., Strategic Planning, Deferred Compensation, Organizational Design, Mergers, Leadership, Onboarding, Workforce Planning, Succession Planning, Talent Management, Talent Acquisition, HRIS, Employee Engagement, FMLA, HR Policies, Performance Management, Benefits Administration, HR Consulting, Management, Human Resources, PeopleSoft, Payroll, Mergers & Acquisitions, Training, Temporary Placement, Recruiting, Performance Appraisal, Personnel Management, Strategy, Employee Benefits, College Recruiting, Policy
Education
Truman State University 1983 — 1987
BA, Communications
Raghu Madineni Raghu Madineni's TD Ameritrade Experience
Job Linux Admin at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade
Skills
Unix, Shell Scripting, Linux
Education
University of Bridgeport 2007 — 2009
Master's Degree, Electrical and Electronics Engineering
TD Ameritrade
Skills
Unix, Shell Scripting, Linux
Education
University of Bridgeport 2007 — 2009
Master's Degree, Electrical and Electronics Engineering
Ian Taitague Ian Taitague's TD Ameritrade Experience August 2014 - April 2015
Job Tax services representative
Industry Accounting
Experience
NEI Global Relocation June 2015 - Present
TD Ameritrade August 2014 - April 2015
No Frills Supermarkets April 2011 - August 2014
IPG May 2013 - August 2013
Markel BMW, Jaguar, Land Rover, and Mini Cooper July 2008 - March 2010
Skills
Accounting, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Budgets, PowerPoint, English, Financial Reporting, Windows, SAP, Vantage, Computron, Hyperion EPM, Account Reconciliation, Management, Cash Handling Experience, Communication Skills, Teamwork, Time Management, Data Entry
Education
University of Nebraska at Omaha 2012 — 2013
Bachelors Degree, Accounting
University of Arizona 2007 — 2008
NEI Global Relocation June 2015 - Present
TD Ameritrade August 2014 - April 2015
No Frills Supermarkets April 2011 - August 2014
IPG May 2013 - August 2013
Markel BMW, Jaguar, Land Rover, and Mini Cooper July 2008 - March 2010
Skills
Accounting, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Budgets, PowerPoint, English, Financial Reporting, Windows, SAP, Vantage, Computron, Hyperion EPM, Account Reconciliation, Management, Cash Handling Experience, Communication Skills, Teamwork, Time Management, Data Entry
Education
University of Nebraska at Omaha 2012 — 2013
Bachelors Degree, Accounting
University of Arizona 2007 — 2008
Jeff McGrew's TD Ameritrade Experience March 2015 - July 2015
Job Financial Professional
Industry Financial Services
Experience
TD Ameritrade March 2015 - July 2015
Merrill Edge April 2013 - February 2015
APL December 2011 - March 2013
O'kido Preschool December 2010 - June 2011
Grimm Commercial February 2010 - May 2010
Skills
Account Management, Sales, Manage Client..., Finance, International Logistics, Financial Analysis, Data Analysis, Business Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Leadership, Marketing, Social Media, Analysis, Event Planning, Accounting, Risk Management, Social Networking, CRM, Investments, Public Speaking, Social Media Marketing, Management, Sales Operations
Education
University of Arizona 2008 — 2010
Bachelor of Business Administration (BBA), Finance, General, 3.7
University of San Francisco 2006 — 2008
Bachelor of Business Administration (BBA), International Business
Jesuit High School 2002 — 2006
St. Rose 1993 — 2002
TD Ameritrade March 2015 - July 2015
Merrill Edge April 2013 - February 2015
APL December 2011 - March 2013
O'kido Preschool December 2010 - June 2011
Grimm Commercial February 2010 - May 2010
Skills
Account Management, Sales, Manage Client..., Finance, International Logistics, Financial Analysis, Data Analysis, Business Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Leadership, Marketing, Social Media, Analysis, Event Planning, Accounting, Risk Management, Social Networking, CRM, Investments, Public Speaking, Social Media Marketing, Management, Sales Operations
Education
University of Arizona 2008 — 2010
Bachelor of Business Administration (BBA), Finance, General, 3.7
University of San Francisco 2006 — 2008
Bachelor of Business Administration (BBA), International Business
Jesuit High School 2002 — 2006
St. Rose 1993 — 2002
Celeste Leung Celeste Leung's TD Ameritrade Experience June 2004 - August 2015
Job Private Client Advisor at JP Morgan Chase Bank NA
Industry Financial Services
Experience
J.P. Morgan Chase Bank NA August 2015 - Present
TD Ameritrade June 2004 - August 2015
Skills
Series 24, Series 7, CRM, Fixed Income, Asset Allocation, Portfolio Management, Series 63
Education
UC Berkeley 1998 — 2002
Bachelor of Arts (BA), Legal Studies, General
J.P. Morgan Chase Bank NA August 2015 - Present
TD Ameritrade June 2004 - August 2015
Skills
Series 24, Series 7, CRM, Fixed Income, Asset Allocation, Portfolio Management, Series 63
Education
UC Berkeley 1998 — 2002
Bachelor of Arts (BA), Legal Studies, General
Victoria Millstein's TD Ameritrade Experience February 2011 - June 2012
Job Fund Manager at UC San Diego
Industry Financial Services
Experience
UC San Diego Health System January 2015 - Present
Samsung Electronics America June 2013 - February 2014
TD Ameritrade February 2011 - June 2012
Skills
Corporate Finance, Financial Analysis, Business Analysis, Finance, Budgets, Strategic Financial..., Series 7, FINRA Series 7, Financial Modeling, Product Management, Forecasting, Cash Management, Analysis, Data Analysis, Accounting, Market Research, Relationship Management, Operations Management, Microsoft Excel, Data Mining, Teamwork, Statistics, Economics
Education
University of California, San Diego
B.S., Management Science, Economics
La Jolla High School 2002 — 2006
Diploma
FINRA - Series 7
UC San Diego Health System January 2015 - Present
Samsung Electronics America June 2013 - February 2014
TD Ameritrade February 2011 - June 2012
Skills
Corporate Finance, Financial Analysis, Business Analysis, Finance, Budgets, Strategic Financial..., Series 7, FINRA Series 7, Financial Modeling, Product Management, Forecasting, Cash Management, Analysis, Data Analysis, Accounting, Market Research, Relationship Management, Operations Management, Microsoft Excel, Data Mining, Teamwork, Statistics, Economics
Education
University of California, San Diego
B.S., Management Science, Economics
La Jolla High School 2002 — 2006
Diploma
FINRA - Series 7
Joy Anderson Joy Anderson's TD Ameritrade Experience October 2007 - January 2008
Job Account ManagerHotels & Brands at Sojern
Industry Marketing and Advertising
Experience
Sojern June 2015 - Present
Infogroup October 2008 - June 2015
TD Ameritrade October 2007 - January 2008
Telesis, Inc/Data Security September 2005 - October 2007
Footloose & Fancy, Inc November 2002 - November 2005
Skills
Lead Generation, Salesforce.com, Account Management, Cold Calling, B2B, Email Marketing, Event Planning, Sales, Direct Marketing, Sales Management, Database Marketing, New Business Development, Sales Presentations, SaaS, Marketing, Selling, Customer Retention, Customer Satisfaction, Customer Service, Training, B2B Marketing, Direct Sales, Sales Process
Education
University of Nebraska-Lincoln 2001 — 2005
Bachelor of Science (B.S.), International Business
Universidad de Deusto 2004 — 2004
Intensive Coursework- Spanish Studies, Spanish Language and Literature
Sojern June 2015 - Present
Infogroup October 2008 - June 2015
TD Ameritrade October 2007 - January 2008
Telesis, Inc/Data Security September 2005 - October 2007
Footloose & Fancy, Inc November 2002 - November 2005
Skills
Lead Generation, Salesforce.com, Account Management, Cold Calling, B2B, Email Marketing, Event Planning, Sales, Direct Marketing, Sales Management, Database Marketing, New Business Development, Sales Presentations, SaaS, Marketing, Selling, Customer Retention, Customer Satisfaction, Customer Service, Training, B2B Marketing, Direct Sales, Sales Process
Education
University of Nebraska-Lincoln 2001 — 2005
Bachelor of Science (B.S.), International Business
Universidad de Deusto 2004 — 2004
Intensive Coursework- Spanish Studies, Spanish Language and Literature
Darius D. Hicks's TD Ameritrade Experience November 2011 - February 2014
Job Investment Professional
Industry Financial Services
Experience
E*TRADE Financial Corporation April 2014 - July 2015
TD Ameritrade November 2011 - February 2014
Edward Jones July 2009 - November 2011
Edward Jones June 2009 - June 2010
Skills
Asset Allocation, Series 7, Sales Prospecting, Series 66, Personal Financial...
Education
University of Central Florida 2006 — 2009
Bachelor's degree, Business Administration and Management, General
University of West Florida 2004 — 2006
Business Administration and Management, General
E*TRADE Financial Corporation April 2014 - July 2015
TD Ameritrade November 2011 - February 2014
Edward Jones July 2009 - November 2011
Edward Jones June 2009 - June 2010
Skills
Asset Allocation, Series 7, Sales Prospecting, Series 66, Personal Financial...
Education
University of Central Florida 2006 — 2009
Bachelor's degree, Business Administration and Management, General
University of West Florida 2004 — 2006
Business Administration and Management, General
Jeffrey Hossler Jeffrey Hossler's TD Ameritrade Experience July 2013 - June 2014
Job Regional Vice President at Appreciation Financial
Industry Financial Services
Experience
Appreciation Financial June 2014 - Present
Hossler Realty Services April 2010 - Present
Transamerica April 2014 - August 2014
TD Ameritrade July 2013 - June 2014
Skills
Retirement Planning, Retirement, Social Networking, 401k, Wealth Management, Investments, Insurance, Fixed Annuities, Sales, Customer Service, Business Development, Analysis, Life Insurance, Finance, Management, Series 7, Marketing, Public Speaking, Health Insurance, Financial Advisory, Financial Services, Portfolio Management, Real Estate, Small Business, Investment Strategies, Brokerage, Strategic Financial...
Education
Tri-State University 1975 — 1980
Bachelor of Science (B.S.), Education and Math
Appreciation Financial June 2014 - Present
Hossler Realty Services April 2010 - Present
Transamerica April 2014 - August 2014
TD Ameritrade July 2013 - June 2014
Skills
Retirement Planning, Retirement, Social Networking, 401k, Wealth Management, Investments, Insurance, Fixed Annuities, Sales, Customer Service, Business Development, Analysis, Life Insurance, Finance, Management, Series 7, Marketing, Public Speaking, Health Insurance, Financial Advisory, Financial Services, Portfolio Management, Real Estate, Small Business, Investment Strategies, Brokerage, Strategic Financial...
Education
Tri-State University 1975 — 1980
Bachelor of Science (B.S.), Education and Math
Corey Tomasek Corey Tomasek's TD Ameritrade Experience January 2010 - April 2011
Job Field Supervision Director at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2013 - Present
FINRA April 2011 - July 2013
TD Ameritrade January 2010 - April 2011
AXA Advisors May 2009 - August 2009
Education
Truman State University 2005 — 2009
Business Administration, Finance
Edward Jones July 2013 - Present
FINRA April 2011 - July 2013
TD Ameritrade January 2010 - April 2011
AXA Advisors May 2009 - August 2009
Education
Truman State University 2005 — 2009
Business Administration, Finance
Bryan Falvey's TD Ameritrade Experience November 2008 - October 2010
Job Global Operations and Infrastructure at McGrawHill
Industry Financial Services
Experience
Atos October 2011 - Present
The Ogham Group February 2009 - Present
Standard and Poor's (McGraw-Hill Companies) November 2010 - September 2011
TD Ameritrade November 2008 - October 2010
TD Ameritrade December 2007 - November 2008
TD Ameritrade April 2005 - May 2007
Medco December 2000 - April 2005
DrKoop.com May 1999 - December 2000
USWeb/CKS March 1998 - April 1999
Skills
PMP, Financial Services, Project Management, Change Management, Business Process, Six Sigma, SDLC, Portfolio Management, Vendor Management, Project Portfolio..., Risk Management, Product Management, Business Analysis, Banking, Visio, Certified ScrumMaster
Education
State University of New York at Albany 1995 — 1998
BA, Economics
Port Chester High School
Port Chester High School
Atos October 2011 - Present
The Ogham Group February 2009 - Present
Standard and Poor's (McGraw-Hill Companies) November 2010 - September 2011
TD Ameritrade November 2008 - October 2010
TD Ameritrade December 2007 - November 2008
TD Ameritrade April 2005 - May 2007
Medco December 2000 - April 2005
DrKoop.com May 1999 - December 2000
USWeb/CKS March 1998 - April 1999
Skills
PMP, Financial Services, Project Management, Change Management, Business Process, Six Sigma, SDLC, Portfolio Management, Vendor Management, Project Portfolio..., Risk Management, Product Management, Business Analysis, Banking, Visio, Certified ScrumMaster
Education
State University of New York at Albany 1995 — 1998
BA, Economics
Port Chester High School
Port Chester High School
Janette Williams M.S., IMBA Janette Williams M.S., IMBA's TD Ameritrade Experience November 2000 - May 2013
Job Strategic Business Partner at Center for Creative Leadership
Industry Management Consulting
Experience
Center for Creative Leadership March 2015 - Present
Meridian Consulting, LLC January 2014 - Present
The Bader Group June 2010 - Present
TD Ameritrade November 2000 - May 2013
Skills
Action Learning, Executive Coaching, Leadership Development, Organizational..., Strategic Planning, Management Consulting, Change Management, 360 Feedback, Public Speaking, Executive Development, Coaching, Human Resources, Business Strategy, Organizational..., Organizational Design, Culture Change, Management, Talent Management, Employee Relations, Nonprofits, Workshop Facilitation, Employee Training
Education
CSPP/ Alliant International University 2009 — 2015
Doctoral Candidate, Consulting Psychology
Marshall Goldsmith School of Management 2009 — 2012
Masters of International Business Administration
University of California, San Diego 2007 — 2009
Bachelor of Science, Cognitive Science
Center for Creative Leadership March 2015 - Present
Meridian Consulting, LLC January 2014 - Present
The Bader Group June 2010 - Present
TD Ameritrade November 2000 - May 2013
Skills
Action Learning, Executive Coaching, Leadership Development, Organizational..., Strategic Planning, Management Consulting, Change Management, 360 Feedback, Public Speaking, Executive Development, Coaching, Human Resources, Business Strategy, Organizational..., Organizational Design, Culture Change, Management, Talent Management, Employee Relations, Nonprofits, Workshop Facilitation, Employee Training
Education
CSPP/ Alliant International University 2009 — 2015
Doctoral Candidate, Consulting Psychology
Marshall Goldsmith School of Management 2009 — 2012
Masters of International Business Administration
University of California, San Diego 2007 — 2009
Bachelor of Science, Cognitive Science
Daniel Cirulnick Daniel Cirulnick's TD Ameritrade Experience June 2010 - July 2011
Job Program Manager at Tesla Motors
Industry Automotive
Experience
Tesla Motors September 2015 - Present
Tesla Motors April 2012 - September 2015
TD Ameritrade June 2010 - July 2011
WheelerFrost Associates, Inc November 2007 - July 2009
Forge Advisors January 2007 - September 2007
The Dratel Group, Inc. June 2002 - August 2003
Skills
Business Strategy, Marketing, Product Development, Business Development, Project Management, Financial Modeling, Business Analysis, Program Management, Strategy, Management Consulting
Education
University of California, San Diego - The Rady School of Management 2011 — 2013
MBA
University of Colorado at Boulder - Leeds School of Business 2001 — 2005
Finance
Winston Churchill High School
Tesla Motors September 2015 - Present
Tesla Motors April 2012 - September 2015
TD Ameritrade June 2010 - July 2011
WheelerFrost Associates, Inc November 2007 - July 2009
Forge Advisors January 2007 - September 2007
The Dratel Group, Inc. June 2002 - August 2003
Skills
Business Strategy, Marketing, Product Development, Business Development, Project Management, Financial Modeling, Business Analysis, Program Management, Strategy, Management Consulting
Education
University of California, San Diego - The Rady School of Management 2011 — 2013
MBA
University of Colorado at Boulder - Leeds School of Business 2001 — 2005
Finance
Winston Churchill High School
Peter Gold Peter Gold's TD Ameritrade Experience June 2013 - Present
Job Investment Consultant at TD Ameritrade
Industry Banking
Experience
TD Ameritrade June 2013 - Present
JPMorgan Chase October 2009 - June 2013
JP Morgan Chase May 2007 - October 2009
Skills
Mutual Funds, Series 7, Fixed Income, Securities, Equities, Financial Services, Alternative Investments, Relationship Management, Hedge Funds, Series 63, Asset Management, Investments, Portfolio Management, Wealth Management, Bloomberg, Derivatives, Capital Markets, Banking, Asset Allocation, Financial Markets, Investment Management
Education
University at Buffalo 2001 — 2003
TD Ameritrade June 2013 - Present
JPMorgan Chase October 2009 - June 2013
JP Morgan Chase May 2007 - October 2009
Skills
Mutual Funds, Series 7, Fixed Income, Securities, Equities, Financial Services, Alternative Investments, Relationship Management, Hedge Funds, Series 63, Asset Management, Investments, Portfolio Management, Wealth Management, Bloomberg, Derivatives, Capital Markets, Banking, Asset Allocation, Financial Markets, Investment Management
Education
University at Buffalo 2001 — 2003
Brian Bedeau Brian Bedeau's TD Ameritrade Experience August 2011 - October 2011
Job Senior Project Manager at AIG
Industry Computer Software
Experience
AIG March 2015 - Present
Neuberger Berman September 2014 - March 2015
BSQ Consulting, LLC January 2009 - March 2015
Ally Financial Inc. January 2012 - September 2014
TD Ameritrade August 2011 - October 2011
AIG April 2010 - August 2011
Manulife Financial March 2009 - January 2010
Interwoven September 2007 - January 2009
Bloomberg February 2000 - August 2007
Deutsche Bank February 1999 - February 2000
Skills
Market Data, Bloomberg, SDLC, Trading Systems, Financial Services, Electronic Trading, Business Analysis, Derivatives, PMP, Fixed Income, Integration, Requirements Gathering, Business Requirements, Risk Management, User Acceptance Testing, Project Management, Management
Education
State University of New York at Buffalo 1987 — 1992
Bachelor of Arts (B.A.), Social Science Interdisciplinary - Legal Studies
Samuel J. Tilden
AIG March 2015 - Present
Neuberger Berman September 2014 - March 2015
BSQ Consulting, LLC January 2009 - March 2015
Ally Financial Inc. January 2012 - September 2014
TD Ameritrade August 2011 - October 2011
AIG April 2010 - August 2011
Manulife Financial March 2009 - January 2010
Interwoven September 2007 - January 2009
Bloomberg February 2000 - August 2007
Deutsche Bank February 1999 - February 2000
Skills
Market Data, Bloomberg, SDLC, Trading Systems, Financial Services, Electronic Trading, Business Analysis, Derivatives, PMP, Fixed Income, Integration, Requirements Gathering, Business Requirements, Risk Management, User Acceptance Testing, Project Management, Management
Education
State University of New York at Buffalo 1987 — 1992
Bachelor of Arts (B.A.), Social Science Interdisciplinary - Legal Studies
Samuel J. Tilden
Jairo Acevedo, MBA's TD Ameritrade Experience May 2013 - June 2015
Job Supervision Regional Manager at SagePoint Financial
Industry Investment Banking
Experience
SagePoint Financial, an AIG company June 2015 - Present
TD Ameritrade May 2013 - June 2015
SunTrust Mortgage June 2012 - December 2012
Charles Schwab May 2011 - May 2012
Skills
Investments, Leadership, Regulatory Compliance, Risk Management, Trading, Microsoft Excel, Accounting, Financial Analysis, Account Reconciliation, Financial Modeling, Valuation, Securities, Credit Analysis, SAP, Bilingual, Commercial Underwriting
Education
University of Central Florida
Master of Business Administration (MBA)
University of Central Florida
Bachelor in Business Administration (BBA), Finance
SagePoint Financial, an AIG company June 2015 - Present
TD Ameritrade May 2013 - June 2015
SunTrust Mortgage June 2012 - December 2012
Charles Schwab May 2011 - May 2012
Skills
Investments, Leadership, Regulatory Compliance, Risk Management, Trading, Microsoft Excel, Accounting, Financial Analysis, Account Reconciliation, Financial Modeling, Valuation, Securities, Credit Analysis, SAP, Bilingual, Commercial Underwriting
Education
University of Central Florida
Master of Business Administration (MBA)
University of Central Florida
Bachelor in Business Administration (BBA), Finance
Rodney Viloria Rodney Viloria's TD Ameritrade Experience October 2008 - February 2010
Job Sales Supervision Associate at National Planning Corporation (NPC)
Industry Financial Services
Experience
National Planning Corporation (NPC) October 2015 - Present
Merrill Edge February 2012 - September 2014
E*TRADE Financial Corporation March 2010 - October 2011
TD Ameritrade October 2008 - February 2010
Countrywide Bank/Countrywide Investments May 2004 - August 2008
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Training, Investments, Financial Services, Financial Advisory, Consulting, Asset Allocation, Banking, Finance
Education
University of California, Los Angeles
Bachelor's Degree, Sociology
National Planning Corporation (NPC) October 2015 - Present
Merrill Edge February 2012 - September 2014
E*TRADE Financial Corporation March 2010 - October 2011
TD Ameritrade October 2008 - February 2010
Countrywide Bank/Countrywide Investments May 2004 - August 2008
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Training, Investments, Financial Services, Financial Advisory, Consulting, Asset Allocation, Banking, Finance
Education
University of California, Los Angeles
Bachelor's Degree, Sociology
Angad Katyal's TD Ameritrade Experience March 2015 - Present
Job Sr. Records Manager at TD Ameritrade
Industry Legal Services
Experience
TD Ameritrade March 2015 - Present
Venable LLP December 2013 - Present
Vinson and Elkins January 2013 - November 2013
Reed Smith LLP November 2007 - December 2012
Howrey LLP May 2005 - November 2007
Skills
Litigation Support, LiveNote, Servers, Patent Litigation, IPRO, Project Management, Legal Writing, Litigation, Access, Biomarker Discovery, Computer Forensics, E-Discovery Consulting, Competition Law, Relativity, Legal Research, Document Review, Document Management, Trials, Management, Corporate Law
Education
University of California, Berkeley 1998 — 1998
Political Science
College of Wooster 1994 — 1998
BA, Political Science
MSVV
MSVV
TD Ameritrade March 2015 - Present
Venable LLP December 2013 - Present
Vinson and Elkins January 2013 - November 2013
Reed Smith LLP November 2007 - December 2012
Howrey LLP May 2005 - November 2007
Skills
Litigation Support, LiveNote, Servers, Patent Litigation, IPRO, Project Management, Legal Writing, Litigation, Access, Biomarker Discovery, Computer Forensics, E-Discovery Consulting, Competition Law, Relativity, Legal Research, Document Review, Document Management, Trials, Management, Corporate Law
Education
University of California, Berkeley 1998 — 1998
Political Science
College of Wooster 1994 — 1998
BA, Political Science
MSVV
MSVV
Nicolas Font's TD Ameritrade Experience July 2010 - December 2011
Job Senior Software Engineer at CJ Affiliate by Conversant (formerly Commission Junction)
Industry Computer Software
Experience
CJ Affiliate by Conversant (formerly Commission Junction) October 2013 - Present
Globant April 2013 - October 2013
Technicolor December 2011 - October 2013
Globant July 2010 - April 2013
TD Ameritrade July 2010 - December 2011
Network Solutions June 2009 - July 2010
Travelocity August 2006 - June 2009
Globant February 2006 - June 2009
Certant April 2005 - February 2006
Skills
Java, JavaScript, Python, Agile Methodologies, Object Oriented Design, Design Patterns, SOA, REST, AOP, Maven, Ant, Spring, JPA, Hibernate, JUnit, Mockito, Servlets, Log4j, HTML 5, JSON, Backbone.js, jQuery, AJAX, Eclipse, Tomcat, JBoss Application Server, Jetty, Node.js, MongoDB, SQL, XML, Hudson, Jenkins, Continuous Integration, Java Enterprise Edition, Software Development, Scrum, Test Driven Development, Subversion, .NET, Spring Framework
Education
Universidad Tecnológica Nacional 2001 — 2009
Engineer, Software Engineering
CJ Affiliate by Conversant (formerly Commission Junction) October 2013 - Present
Globant April 2013 - October 2013
Technicolor December 2011 - October 2013
Globant July 2010 - April 2013
TD Ameritrade July 2010 - December 2011
Network Solutions June 2009 - July 2010
Travelocity August 2006 - June 2009
Globant February 2006 - June 2009
Certant April 2005 - February 2006
Skills
Java, JavaScript, Python, Agile Methodologies, Object Oriented Design, Design Patterns, SOA, REST, AOP, Maven, Ant, Spring, JPA, Hibernate, JUnit, Mockito, Servlets, Log4j, HTML 5, JSON, Backbone.js, jQuery, AJAX, Eclipse, Tomcat, JBoss Application Server, Jetty, Node.js, MongoDB, SQL, XML, Hudson, Jenkins, Continuous Integration, Java Enterprise Edition, Software Development, Scrum, Test Driven Development, Subversion, .NET, Spring Framework
Education
Universidad Tecnológica Nacional 2001 — 2009
Engineer, Software Engineering
Sergeo Khomutetsky's TD Ameritrade Experience July 2012 - Present
Job Sr. System Administrator, JIRA Integration
Industry Information Technology and Services
Experience
TD Ameritrade July 2012 - Present
MintDocs May 2012 - June 2014
Seric, LLC April 2011 - July 2012
TerpSys - National Cancer Institute Contract July 2008 - September 2011
Micros Systems June 2006 - July 2008
HD Supply (Formerly Hughes Supply) November 2005 - June 2006
Zerion Group, LLC August 2005 - November 2005
Hughes Supply March 2005 - August 2005
Hughes Supply May 2003 - March 2005
Aspen Systems January 2002 - May 2003
Education
Towson University 1997 — 2001
B.S., Mass Communications
TD Ameritrade July 2012 - Present
MintDocs May 2012 - June 2014
Seric, LLC April 2011 - July 2012
TerpSys - National Cancer Institute Contract July 2008 - September 2011
Micros Systems June 2006 - July 2008
HD Supply (Formerly Hughes Supply) November 2005 - June 2006
Zerion Group, LLC August 2005 - November 2005
Hughes Supply March 2005 - August 2005
Hughes Supply May 2003 - March 2005
Aspen Systems January 2002 - May 2003
Education
Towson University 1997 — 2001
B.S., Mass Communications
Daryl Dwyer's TD Ameritrade Experience March 2012 - Present
Job Senior Enterprise Architect at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade March 2012 - Present
GE Healthcare September 2010 - March 2012
TD Ameritrade May 2005 - September 2010
eFunds Corp 2001 - 2005
Motorola 1998 - 2001
Skills
Oracle Coherence, RESTful architecture, Enterprise Architecture, SOA, Software Development, Spring, Java Enterprise Edition, Enterprise Software, Agile Methodologies, SDLC, Architecture, Oracle, Web Services, Application Architecture, Architectures, Software Design, OOAD, JBoss Application Server, SQL, Java, JMS, Continuous Integration, Unix, PL/SQL, Hibernate, Software Engineering, Requirements Analysis, XML, Scrum, UML, Database Design, Software Project..., Maven, Web Applications, EAI, Integration, Solution Architecture, Agile Project Management, SOAP, Tomcat, JUnit, Databases, Spring Framework
Education
University of Arizona 1991 — 1998
BS, Management Information Systems
TD Ameritrade March 2012 - Present
GE Healthcare September 2010 - March 2012
TD Ameritrade May 2005 - September 2010
eFunds Corp 2001 - 2005
Motorola 1998 - 2001
Skills
Oracle Coherence, RESTful architecture, Enterprise Architecture, SOA, Software Development, Spring, Java Enterprise Edition, Enterprise Software, Agile Methodologies, SDLC, Architecture, Oracle, Web Services, Application Architecture, Architectures, Software Design, OOAD, JBoss Application Server, SQL, Java, JMS, Continuous Integration, Unix, PL/SQL, Hibernate, Software Engineering, Requirements Analysis, XML, Scrum, UML, Database Design, Software Project..., Maven, Web Applications, EAI, Integration, Solution Architecture, Agile Project Management, SOAP, Tomcat, JUnit, Databases, Spring Framework
Education
University of Arizona 1991 — 1998
BS, Management Information Systems
Leighton Fong's TD Ameritrade Experience IT ManagerTD Waterhouse2000 - 2006
Job IT Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade IT ManagerTD Waterhouse2000 - 2006
Education
University at Buffalo 1991 — 1996
TD Ameritrade IT ManagerTD Waterhouse2000 - 2006
Education
University at Buffalo 1991 — 1996
Peter Symon's TD Ameritrade Experience software engineerUSF&GJune 1995 - March 2001
Job Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade software engineerUSF&GJune 1995 - March 2001
Corvis 1998 - 2001
USFG 1995 - 1998
PSTI 1991 - 1995
DSL 1985 - 1991
Skills
Requirements Analysis, SDLC, Business Analysis, Agile Methodologies, Integration, Risk Management, Disaster Recovery, Software Development, Vendor Management, Financial Services, Equities, IT Strategy, Series 7, SOA, Software Project...
Education
University of Aberdeen 1981 — 1985
TD Ameritrade software engineerUSF&GJune 1995 - March 2001
Corvis 1998 - 2001
USFG 1995 - 1998
PSTI 1991 - 1995
DSL 1985 - 1991
Skills
Requirements Analysis, SDLC, Business Analysis, Agile Methodologies, Integration, Risk Management, Disaster Recovery, Software Development, Vendor Management, Financial Services, Equities, IT Strategy, Series 7, SOA, Software Project...
Education
University of Aberdeen 1981 — 1985
Aaron Lessmann's TD Ameritrade Experience June 2008 - Present
Job Senior Manager, Digital Marketing at TD Ameritrade
Industry Marketing and Advertising
Experience
TD Ameritrade June 2008 - Present
Yesmail August 2007 - June 2008
Hayneedle (formerly NetShops) April 2006 - August 2007
New York Rangers Hockey Club September 2005 - December 2005
Skills
Web Analytics, Email Marketing, Interactive Marketing, Marketing, E-commerce, Online Marketing, Omniture, Analytics, Digital Marketing, Web Marketing, Database Marketing, Customer Acquisition, Marketing Strategy, Digital Strategy
Education
University of Arizona 2004 — 2005
Geography
University of Nebraska at Kearney 2000 — 2004
B.S., Business Admin & Sports Marketing, magna cum laude
TD Ameritrade June 2008 - Present
Yesmail August 2007 - June 2008
Hayneedle (formerly NetShops) April 2006 - August 2007
New York Rangers Hockey Club September 2005 - December 2005
Skills
Web Analytics, Email Marketing, Interactive Marketing, Marketing, E-commerce, Online Marketing, Omniture, Analytics, Digital Marketing, Web Marketing, Database Marketing, Customer Acquisition, Marketing Strategy, Digital Strategy
Education
University of Arizona 2004 — 2005
Geography
University of Nebraska at Kearney 2000 — 2004
B.S., Business Admin & Sports Marketing, magna cum laude
Teri Dean's TD Ameritrade Experience November 2004 - Present
Job Application Development Manager at TD Ameritrade
Industry Computer Software
Experience
TD Ameritrade November 2004 - Present
Magellan Health Services 2002 - 2004
Vredenburg 1997 - 2002
St. Joseph Medical Center 1993 - 1997
Environmental Elements Corporation 1988 - 1993
Skills
SDLC, Software Project..., Business Analysis, Visio, Requirements Analysis, Agile Methodologies, Requirements Gathering, SQL, Data Warehousing, Web Services, SOA, Enterprise Architecture, Integration, Software Development, Agile Project Management
Education
University of Baltimore
MS, Information Technology
Youngstown State University
TD Ameritrade November 2004 - Present
Magellan Health Services 2002 - 2004
Vredenburg 1997 - 2002
St. Joseph Medical Center 1993 - 1997
Environmental Elements Corporation 1988 - 1993
Skills
SDLC, Software Project..., Business Analysis, Visio, Requirements Analysis, Agile Methodologies, Requirements Gathering, SQL, Data Warehousing, Web Services, SOA, Enterprise Architecture, Integration, Software Development, Agile Project Management
Education
University of Baltimore
MS, Information Technology
Youngstown State University
Nick Pierson's TD Ameritrade Experience March 2009 - Present
Job Enterprise Project Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade March 2009 - Present
TD Ameritrade January 2008 - February 2009
West Asset Management January 2006 - December 2007
Securian Financial Group June 2000 - December 2005
Skills
Visio, Business Analysis, SDLC, Process Improvement, Vendor Management, Security, Program Management, Risk Management, Management, Requirements Analysis, Business Intelligence, Business Process..., IT Management, IT Strategy, ITIL, Leadership, MS Project, PMP, Project Management, Project Portfolio..., Requirements Gathering, Integration, Software Documentation, Software Project...
Education
Truman State University 1996 — 2000
B.S., Computer Science
TD Ameritrade March 2009 - Present
TD Ameritrade January 2008 - February 2009
West Asset Management January 2006 - December 2007
Securian Financial Group June 2000 - December 2005
Skills
Visio, Business Analysis, SDLC, Process Improvement, Vendor Management, Security, Program Management, Risk Management, Management, Requirements Analysis, Business Intelligence, Business Process..., IT Management, IT Strategy, ITIL, Leadership, MS Project, PMP, Project Management, Project Portfolio..., Requirements Gathering, Integration, Software Documentation, Software Project...
Education
Truman State University 1996 — 2000
B.S., Computer Science
Brett Chen's TD Ameritrade Experience August 2011 - February 2013
Job Let's Innovate
Industry Information Technology and Services
Experience
LinkedIn February 2014 - Present
Fidelity Investments February 2013 - February 2014
TD Ameritrade August 2011 - February 2013
Global Financial Services Co July 2006 - August 2006
Skills
Data Analysis, Data Visualization, Risk Management, Financial Analysis, Salesforce.com, SQL, Excel Connector, Demand Tools, Analysis, Microsoft Excel, Business Analysis, Investments, Aqua Data Studios, Problem Solving, Equities, Asset Managment, Valuation, Market Research, PowerPoint, Options, Index Funds, Fixed Annuities, Variable Annuities, Financial Risk, Index Options, ETFs, Fixed Income, Fixed Income Portfolio..., Life Cycle Cost Analysis, Mergers & Acquisitions, Tableau, Business Analytics, Economics, Financial Management..., Financial Services, Portfolio Management, Account Management, Asset Management, Poker, Online Poker, Cooking
Education
University of California, Davis
Bachelor's, Economics, Psychology
LinkedIn February 2014 - Present
Fidelity Investments February 2013 - February 2014
TD Ameritrade August 2011 - February 2013
Global Financial Services Co July 2006 - August 2006
Skills
Data Analysis, Data Visualization, Risk Management, Financial Analysis, Salesforce.com, SQL, Excel Connector, Demand Tools, Analysis, Microsoft Excel, Business Analysis, Investments, Aqua Data Studios, Problem Solving, Equities, Asset Managment, Valuation, Market Research, PowerPoint, Options, Index Funds, Fixed Annuities, Variable Annuities, Financial Risk, Index Options, ETFs, Fixed Income, Fixed Income Portfolio..., Life Cycle Cost Analysis, Mergers & Acquisitions, Tableau, Business Analytics, Economics, Financial Management..., Financial Services, Portfolio Management, Account Management, Asset Management, Poker, Online Poker, Cooking
Education
University of California, Davis
Bachelor's, Economics, Psychology
Daniel Zimmer, MSA's TD Ameritrade Experience May 2010 - April 2013
Job Advisor Consultant (Internal Wholesaler) at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments April 2015 - Present
Franklin Templeton Investments January 2015 - Present
Franklin Templeton Investments January 2014 - December 2014
CBRE April 2013 - January 2014
TD Ameritrade May 2010 - April 2013
Grenz Insurance Company December 2007 - May 2010
Mass Mutual January 2006 - December 2007
Skills
IRA's, Retirement Planning, Retirement, Mutual Funds, Stocks, Analyst, Financial Analysis, Finance, Equities, Financial Planning, Portfolio Management, Asset Management, Wealth Management, Financial Services, Investments, Leadership, Series 7, Analysis
Education
Creighton University 2010 — 2012
Masters of Security Analysis and Portfolio Management, Finance
University of California, Davis 2001 — 2006
B.A, Art History and East Asian Studies
Franklin Templeton Investments April 2015 - Present
Franklin Templeton Investments January 2015 - Present
Franklin Templeton Investments January 2014 - December 2014
CBRE April 2013 - January 2014
TD Ameritrade May 2010 - April 2013
Grenz Insurance Company December 2007 - May 2010
Mass Mutual January 2006 - December 2007
Skills
IRA's, Retirement Planning, Retirement, Mutual Funds, Stocks, Analyst, Financial Analysis, Finance, Equities, Financial Planning, Portfolio Management, Asset Management, Wealth Management, Financial Services, Investments, Leadership, Series 7, Analysis
Education
Creighton University 2010 — 2012
Masters of Security Analysis and Portfolio Management, Finance
University of California, Davis 2001 — 2006
B.A, Art History and East Asian Studies
Cynthia Najjar's TD Ameritrade Experience November 2006 - Present
Job Fixed Income Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade November 2006 - Present
LPL Financial Services June 1999 - October 2006
Skills
Bloomberg, Series 63, Series 7, Trading, Word, Salesforce.com, Spanish, Structured Products, Microsoft Office, Fixed Income Products, Securities, Bonds, Excel, Fixed Income Trading, Fixed Income, Finance, FINRA, ETFs, Series 24
Education
University of California, Santa Barbara 1995 — 1999
B.A, Business Economics, with emphasis in Accounting
TD Ameritrade November 2006 - Present
LPL Financial Services June 1999 - October 2006
Skills
Bloomberg, Series 63, Series 7, Trading, Word, Salesforce.com, Spanish, Structured Products, Microsoft Office, Fixed Income Products, Securities, Bonds, Excel, Fixed Income Trading, Fixed Income, Finance, FINRA, ETFs, Series 24
Education
University of California, Santa Barbara 1995 — 1999
B.A, Business Economics, with emphasis in Accounting
Paul Baessler's TD Ameritrade Experience November 2010 - July 2012
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2012 - Present
TD Ameritrade November 2010 - July 2012
Charles Schwab March 1996 - October 2010
Skills
Back Office, Banking, Business Analysis, FINRA, Financial Services, Investments, Mutual Funds, Portfolio Management, Securities, Risk Management, Series 24, Series 63, Series 7, Vendor Management, Wealth Management
Education
University of Central Florida - College of Business Administration 1993 — 1997
Finance
Fidelity Investments July 2012 - Present
TD Ameritrade November 2010 - July 2012
Charles Schwab March 1996 - October 2010
Skills
Back Office, Banking, Business Analysis, FINRA, Financial Services, Investments, Mutual Funds, Portfolio Management, Securities, Risk Management, Series 24, Series 63, Series 7, Vendor Management, Wealth Management
Education
University of Central Florida - College of Business Administration 1993 — 1997
Finance
Elayne Karp's TD Ameritrade Experience July 2012 - Present
Job Independent Creative Director/Copy Manager
Industry Marketing and Advertising
Experience
TD Ameritrade July 2012 - Present
Independent April 2012 - Present
Wilson RMS December 2010 - April 2012
Wilson RMS April 2004 - December 2010
Cossette 2003 - 2004
Tarsitano Creative 1999 - 2003
CCM Marketing 1996 - 1998
Marshall Jaccoma Mitchell/Poppe Tyson 1989 - 1996
Skills
Creative Direction, Creative Strategy, Copywriting, Digital Marketing, Email Marketing, Direct Response, Direct Mail, Integrated Marketing, Direct Marketing, Advertising, Marketing, CRM, Strategy, Interactive Marketing, Digital Strategy, Interactive Advertising
Education
University at Buffalo 1985 — 1989
BA, Communication
TD Ameritrade July 2012 - Present
Independent April 2012 - Present
Wilson RMS December 2010 - April 2012
Wilson RMS April 2004 - December 2010
Cossette 2003 - 2004
Tarsitano Creative 1999 - 2003
CCM Marketing 1996 - 1998
Marshall Jaccoma Mitchell/Poppe Tyson 1989 - 1996
Skills
Creative Direction, Creative Strategy, Copywriting, Digital Marketing, Email Marketing, Direct Response, Direct Mail, Integrated Marketing, Direct Marketing, Advertising, Marketing, CRM, Strategy, Interactive Marketing, Digital Strategy, Interactive Advertising
Education
University at Buffalo 1985 — 1989
BA, Communication
Amita Sethi's TD Ameritrade Experience 2006 - 2009
Job Senior Vice President, Global Strategic Planning & Innovation at Moody's Investors Service
Industry Financial Services
Experience
Moody's Investors Service 2011 - Present
Merrill Lynch Bank of America Corporation 2009 - 2011
TD Ameritrade 2006 - 2009
Opinion Research Corporation 2004 - 2006
Gartner, Inc. 2001 - 2004
Skills
Financial Services, Capital Markets, Wealth & Asset..., Business Strategy, Strategic Planning, Board of Director..., Team Management, Global Business..., Business Planning, Analytics, Project Management, Management Consulting, Problem Solving, Corporate Development, Acquisition Due..., Market Research, Product Management, Segmentation, Innovation, Innovation Management, Competitive Intelligence, Strategic Communications, Product Development, Due Diligence, Leadership, Strategic Thinking, Management, Analysis, Strategy, Team Leadership
Education
Thunderbird School of Global Management
Master of Business Administration (M.B.A.), Magna Cum Laude (Graduated with Honors)
Moody's Investors Service 2011 - Present
Merrill Lynch Bank of America Corporation 2009 - 2011
TD Ameritrade 2006 - 2009
Opinion Research Corporation 2004 - 2006
Gartner, Inc. 2001 - 2004
Skills
Financial Services, Capital Markets, Wealth & Asset..., Business Strategy, Strategic Planning, Board of Director..., Team Management, Global Business..., Business Planning, Analytics, Project Management, Management Consulting, Problem Solving, Corporate Development, Acquisition Due..., Market Research, Product Management, Segmentation, Innovation, Innovation Management, Competitive Intelligence, Strategic Communications, Product Development, Due Diligence, Leadership, Strategic Thinking, Management, Analysis, Strategy, Team Leadership
Education
Thunderbird School of Global Management
Master of Business Administration (M.B.A.), Magna Cum Laude (Graduated with Honors)
Anh Mechals's TD Ameritrade Experience October 2013 - Present
Job Team Manager, Corporate Actions at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2013 - Present
COR Clearing February 2012 - October 2013
Legent Clearing July 2005 - February 2012
LPL Financial May 2005 - June 2005
LPL Financial December 2004 - May 2005
LPL Financial June 2004 - December 2004
LPL Financial August 2002 - June 2004
Skills
Account Reconciliation, Corporate Actions, Securities, Series 7, Back Office, Dividends, Process Improvement, Alternative Investments, Middle Office, Customer Service, Microsoft Excel, Microsoft Office, Analysis, Relationship Management, Financial Services, Investments, Equities, Mutual Funds, FINRA, Fixed Income, Financial Analysis
Education
University of California, Irvine 1998 — 2002
B.A.
University of California, Irvine
B.A
TD Ameritrade October 2013 - Present
COR Clearing February 2012 - October 2013
Legent Clearing July 2005 - February 2012
LPL Financial May 2005 - June 2005
LPL Financial December 2004 - May 2005
LPL Financial June 2004 - December 2004
LPL Financial August 2002 - June 2004
Skills
Account Reconciliation, Corporate Actions, Securities, Series 7, Back Office, Dividends, Process Improvement, Alternative Investments, Middle Office, Customer Service, Microsoft Excel, Microsoft Office, Analysis, Relationship Management, Financial Services, Investments, Equities, Mutual Funds, FINRA, Fixed Income, Financial Analysis
Education
University of California, Irvine 1998 — 2002
B.A.
University of California, Irvine
B.A
Amin Qazi's TD Ameritrade Experience 1999 - 2003
Job Staff Director at Social Security Administration
Industry Government Administration
Experience
Social Security Administration 2006 - Present
IBM 2004 - 2006
Arbitron 2003 - 2004
TD Ameritrade 1999 - 2003
St. Paul Companies 1998 - 1999
USF&G 1994 - 1998
Skills
Enterprise Architecture, SDLC, Program Management, Visio, Integration, Business Analysis, IT Strategy, Government, Software Project..., PMP, Security, ITIL, IT Management, Requirements Analysis, Analysis, Project Management, Requirements Gathering, Business Intelligence, Process Improvement, Disaster Recovery, Java, Change Management
Education
University of Baltimore 1992 — 1994
Ms, Mis
Sadiq Public School 1978 — 1981
Social Security Administration 2006 - Present
IBM 2004 - 2006
Arbitron 2003 - 2004
TD Ameritrade 1999 - 2003
St. Paul Companies 1998 - 1999
USF&G 1994 - 1998
Skills
Enterprise Architecture, SDLC, Program Management, Visio, Integration, Business Analysis, IT Strategy, Government, Software Project..., PMP, Security, ITIL, IT Management, Requirements Analysis, Analysis, Project Management, Requirements Gathering, Business Intelligence, Process Improvement, Disaster Recovery, Java, Change Management
Education
University of Baltimore 1992 — 1994
Ms, Mis
Sadiq Public School 1978 — 1981
Greg Berlant's TD Ameritrade Experience September 2008 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2008 - Present
Morgan Stanley January 2008 - September 2008
Skills
Series 7, Wealth Management, Retirement Planning, Investments, Mutual Funds, Equities, Portfolio Management, Fixed Income, Asset Allocation, Strategic Financial..., Series 63, Investment Advisory
Education
University of California, Santa Barbara 1997 — 2001
B.A., Economics
TD Ameritrade September 2008 - Present
Morgan Stanley January 2008 - September 2008
Skills
Series 7, Wealth Management, Retirement Planning, Investments, Mutual Funds, Equities, Portfolio Management, Fixed Income, Asset Allocation, Strategic Financial..., Series 63, Investment Advisory
Education
University of California, Santa Barbara 1997 — 2001
B.A., Economics
Neale Clunie's TD Ameritrade Experience November 2014 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade November 2014 - Present
Morgan Stanley January 2012 - November 2014
Charles Schwab, Inc. June 2005 - January 2012
TD Ameritrade January 2004 - June 2005
UBS Wealth Management December 2002 - January 2004
American Management Association January 1999 - December 2001
Skills
Investment Strategies, Series 63, Wealth Management, Securities, Retirement Planning, Mutual Funds, Series 7, Financial Services, Asset Allocation, Equities, Investments, Strategic Financial..., Finance, Investment Advisory, Alternative Investments, Retirement, Uniform Combined State..., Financial Planning, Investment Banking, Project Management, Financial Analysis, Portfolio Management, Asset Management
Education
University at Albany, SUNY 1994 — 1998
Lakeland High School 1990 — 1994
TD Ameritrade November 2014 - Present
Morgan Stanley January 2012 - November 2014
Charles Schwab, Inc. June 2005 - January 2012
TD Ameritrade January 2004 - June 2005
UBS Wealth Management December 2002 - January 2004
American Management Association January 1999 - December 2001
Skills
Investment Strategies, Series 63, Wealth Management, Securities, Retirement Planning, Mutual Funds, Series 7, Financial Services, Asset Allocation, Equities, Investments, Strategic Financial..., Finance, Investment Advisory, Alternative Investments, Retirement, Uniform Combined State..., Financial Planning, Investment Banking, Project Management, Financial Analysis, Portfolio Management, Asset Management
Education
University at Albany, SUNY 1994 — 1998
Lakeland High School 1990 — 1994
Jeff Froio's TD Ameritrade Experience October 2010 - Present
Job Investment Consultant
Industry Financial Services
Experience
TD Ameritrade October 2010 - Present
New York Life Insurance Company June 2009 - September 2010
Insulation Depot - Framingham, MA May 2008 - February 2009
TD Ameritrade- Braintree,MA May 2005 - April 2008
Banc of America Investments- Boston,MA October 2002 - May 2005
Fidelity Investments- New York, New York September 1997 - October 2002
Fidelity Investments June 1994 - September 1997
Fidelity Investments August 1993 - June 1994
Skills
Mutual Funds, Retirement Planning, Wealth Management, Series 63, Series 7, ETFs, Portfolio Management, Investment Strategies, Asset Allocation, Investments, Retirement, Finance, Financial Services, Options, Securities, Strategic Financial..., Strategy, Trading, Financial Planning
Education
University at Albany, SUNY 1986 — 1991
BA, African American History
University at Albany, SUNY
African American History
TD Ameritrade October 2010 - Present
New York Life Insurance Company June 2009 - September 2010
Insulation Depot - Framingham, MA May 2008 - February 2009
TD Ameritrade- Braintree,MA May 2005 - April 2008
Banc of America Investments- Boston,MA October 2002 - May 2005
Fidelity Investments- New York, New York September 1997 - October 2002
Fidelity Investments June 1994 - September 1997
Fidelity Investments August 1993 - June 1994
Skills
Mutual Funds, Retirement Planning, Wealth Management, Series 63, Series 7, ETFs, Portfolio Management, Investment Strategies, Asset Allocation, Investments, Retirement, Finance, Financial Services, Options, Securities, Strategic Financial..., Strategy, Trading, Financial Planning
Education
University at Albany, SUNY 1986 — 1991
BA, African American History
University at Albany, SUNY
African American History
James Bistrain's TD Ameritrade Experience July 2006 - April 2012
Job Vice President, Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Fidelity Investments May 2012 - August 2014
TD Ameritrade July 2006 - April 2012
E*TRADE Financial May 2003 - June 2006
Morgan Stanley September 2001 - December 2002
Education
University of California, Berkeley 1995 — 2000
Bachelor's degree, Economics
Fidelity Investments September 2014 - Present
Fidelity Investments May 2012 - August 2014
TD Ameritrade July 2006 - April 2012
E*TRADE Financial May 2003 - June 2006
Morgan Stanley September 2001 - December 2002
Education
University of California, Berkeley 1995 — 2000
Bachelor's degree, Economics
Sarkis Padres's TD Ameritrade Experience February 2000 - February 2002
Job Owner at UF Credit Solutions
Industry Venture Capital & Private Equity
Experience
UF Credit Solutions February 2009 - Present
Dr.Horsepower May 2007 - February 2009
West Coast Equities Financial November 2002 - November 2007
TD Ameritrade February 2000 - February 2002
Skills
Financial Structuring, Marketing Strategy, Entrepreneurship, Commercial Litigation, Business Planning, New Business Development, Customer Service, Sales
Education
University of California, San Diego 1999 — 2002
Economics
UF Credit Solutions February 2009 - Present
Dr.Horsepower May 2007 - February 2009
West Coast Equities Financial November 2002 - November 2007
TD Ameritrade February 2000 - February 2002
Skills
Financial Structuring, Marketing Strategy, Entrepreneurship, Commercial Litigation, Business Planning, New Business Development, Customer Service, Sales
Education
University of California, San Diego 1999 — 2002
Economics
David Carnley's TD Ameritrade Experience June 2000 - October 2007
Job Senior Consultant at Volano Solutions
Industry Computer Software
Experience
Volano Solutions October 2010 - Present
Asynctech, LLC August 2010 - December 2014
Digital Food Drive November 2011 - December 2013
ASC Information Technology August 2008 - February 2011
ACM January 2008 - August 2008
TD Ameritrade June 2000 - October 2007
Sogeti / CAP Gemini October 1997 - June 1999
Skills
Agile Methodologies, SDLC, SOA, Microsoft SQL Server, Enterprise Architecture, SQL, .NET, Quality Assurance, Integration, XML, Software Development, ASP.NET MVC, Software Project..., C#
Education
Truman State University 1984 — 1989
BS, Computer Science
Volano Solutions October 2010 - Present
Asynctech, LLC August 2010 - December 2014
Digital Food Drive November 2011 - December 2013
ASC Information Technology August 2008 - February 2011
ACM January 2008 - August 2008
TD Ameritrade June 2000 - October 2007
Sogeti / CAP Gemini October 1997 - June 1999
Skills
Agile Methodologies, SDLC, SOA, Microsoft SQL Server, Enterprise Architecture, SQL, .NET, Quality Assurance, Integration, XML, Software Development, ASP.NET MVC, Software Project..., C#
Education
Truman State University 1984 — 1989
BS, Computer Science
Cj Bishop's TD Ameritrade Experience 2008 - July 2009
Job Financial Advisor
Industry Financial Services
Experience
Transamerica Retirement Solutions January 2010 - Present
TD Ameritrade 2008 - July 2009
Skills
Series 7, Retirement Planning, Retirement, Uniform Combined State..., Estate Planning, 401k, Investment Advisory, Asset Allocation, Investments, Retirement Plan..., Variable Annuities, Financial Analysis
Education
UCLA Anderson School of Management 1985 — 1987
MBA, Finance, International Management
Transamerica Retirement Solutions January 2010 - Present
TD Ameritrade 2008 - July 2009
Skills
Series 7, Retirement Planning, Retirement, Uniform Combined State..., Estate Planning, 401k, Investment Advisory, Asset Allocation, Investments, Retirement Plan..., Variable Annuities, Financial Analysis
Education
UCLA Anderson School of Management 1985 — 1987
MBA, Finance, International Management
Jason Shih's TD Ameritrade Experience April 2007 - May 2011
Job IT Support Specialist at ChiroTouch
Industry Information Technology and Services
Experience
ChiroTouch November 2013 - Present
ESI Hosted Services (by Vintalk) May 2011 - November 2013
TD Ameritrade April 2007 - May 2011
Skills
VoIP, Routers, SIP, Technical Support, Networking, Troubleshooting, SIP Trunking, Firewalls, Financial Services, Telecommunications, VPN, TCP/IP, Disaster Recovery, Technical Documentation, IP PBX, Hosted Services, Technical Writing, Kayako, Computer Hardware, Telecommunications..., Telecommunications..., CompTIA A+ Certification, Series 7, Series 63, Call Routing, Ticketing Systems, Project Coordination, Customer Service, Escalation Resolution, Computer Maintenance, Microsoft SQL Server
Education
University of California, San Diego 1998 — 2002
Cerritos High School 1994 — 1998
ChiroTouch November 2013 - Present
ESI Hosted Services (by Vintalk) May 2011 - November 2013
TD Ameritrade April 2007 - May 2011
Skills
VoIP, Routers, SIP, Technical Support, Networking, Troubleshooting, SIP Trunking, Firewalls, Financial Services, Telecommunications, VPN, TCP/IP, Disaster Recovery, Technical Documentation, IP PBX, Hosted Services, Technical Writing, Kayako, Computer Hardware, Telecommunications..., Telecommunications..., CompTIA A+ Certification, Series 7, Series 63, Call Routing, Ticketing Systems, Project Coordination, Customer Service, Escalation Resolution, Computer Maintenance, Microsoft SQL Server
Education
University of California, San Diego 1998 — 2002
Cerritos High School 1994 — 1998
Fabrizio Gabbiani's TD Ameritrade Experience July 2009 - August 2011
Job Senior Programmer (MUMPS/Cache' Developer) at Kaiser Permanente
Industry Information Technology and Services
Experience
Kaiser Permanente October 2013 - Present
Kaiser Permanente October 2012 - September 2013
Harris Corporation November 2011 - September 2012
TD Ameritrade July 2009 - August 2011
Epic September 2006 - September 2008
Wayne State University August 2002 - August 2006
Iowa State University August 2000 - August 2002
Duke University July 1997 - August 2000
Skills
Programming, Healthcare Information..., Databases, MUMPS, Epic Systems, Software Documentation, SDLC, Linux, Medical Imaging, Healthcare, Technical Service, Ambulatory, SQL, Troubleshooting, Healthcare IT, Unix, Problem Solving, Back Office, Epic, Physics, Mathematics, Research, Higher Education, Mathematica, Fortran, LaTeX, TeX, VMS, Latin, Italian, Science, Theory, Data Analysis, Teaching, Emacs, Intersystems Cache, VistA, FileMan, Customer Service, Microsoft Word, Go Live Support, eHealth, Quantum Mechanics, Quantum Field Theory, Relativity, Particle Physics, SharePoint, HIPAA, System Administration, EHR
Education
University of Massachusetts, Amherst 1993 — 1997
Ph.D., Physics
Università degli Studi di Padova
Laurea, Physics
Kaiser Permanente October 2013 - Present
Kaiser Permanente October 2012 - September 2013
Harris Corporation November 2011 - September 2012
TD Ameritrade July 2009 - August 2011
Epic September 2006 - September 2008
Wayne State University August 2002 - August 2006
Iowa State University August 2000 - August 2002
Duke University July 1997 - August 2000
Skills
Programming, Healthcare Information..., Databases, MUMPS, Epic Systems, Software Documentation, SDLC, Linux, Medical Imaging, Healthcare, Technical Service, Ambulatory, SQL, Troubleshooting, Healthcare IT, Unix, Problem Solving, Back Office, Epic, Physics, Mathematics, Research, Higher Education, Mathematica, Fortran, LaTeX, TeX, VMS, Latin, Italian, Science, Theory, Data Analysis, Teaching, Emacs, Intersystems Cache, VistA, FileMan, Customer Service, Microsoft Word, Go Live Support, eHealth, Quantum Mechanics, Quantum Field Theory, Relativity, Particle Physics, SharePoint, HIPAA, System Administration, EHR
Education
University of Massachusetts, Amherst 1993 — 1997
Ph.D., Physics
Università degli Studi di Padova
Laurea, Physics
Colby Ezell, CFA's TD Ameritrade Experience February 2007 - January 2010
Job Chief Financial Officer at P3 Waste Consulting
Industry Environmental Services
Experience
RGL Advisors January 2010 - December 2013
TD Ameritrade February 2007 - January 2010
Executive Financial Group January 2006 - January 2007
Skills
Financial Modeling, Financial Analysis, Business Valuation, Mergers, Valuation, Mergers & Acquisitions, Private Equity, Finance, Investments, Series 7, Financial Reporting, Economics, Financial Services, Securities, Business Strategy, Due Diligence, Portfolio Management
Education
University of Arkansas at Fayetteville 2000 — 2005
BSBA, Finance
University of Pittsburgh 2004 — 2004
Semester at Sea Study Abroad Program
RGL Advisors January 2010 - December 2013
TD Ameritrade February 2007 - January 2010
Executive Financial Group January 2006 - January 2007
Skills
Financial Modeling, Financial Analysis, Business Valuation, Mergers, Valuation, Mergers & Acquisitions, Private Equity, Finance, Investments, Series 7, Financial Reporting, Economics, Financial Services, Securities, Business Strategy, Due Diligence, Portfolio Management
Education
University of Arkansas at Fayetteville 2000 — 2005
BSBA, Finance
University of Pittsburgh 2004 — 2004
Semester at Sea Study Abroad Program
Sam Kang's TD Ameritrade Experience 1996 - Present
Job Managing Director Lean Center of Excellence
Industry Financial Services
Experience
TD Ameritrade 1996 - Present
Skills
Business Planning, Strategy, Management, Investment Strategies, Financial Advisory, Portfolio Management, FINRA, ETFs, Series 7, Business Analysis, Risk Management, Strategic Financial..., Relationship Management, Options, Securities, Fixed Income, Financial Services, Investments, Uniform Combined State..., Process Improvement, Retirement Planning, Trading, Investment Advisory, Asset Allocation, Business Strategy, Series 63, Mutual Funds, Alternative Investments, Asset Management, Retirement, Wealth Management, Series 24, Financial Analysis, Equities, Vendor Management
Education
University of California, San Diego 1991 — 1995
TD Ameritrade 1996 - Present
Skills
Business Planning, Strategy, Management, Investment Strategies, Financial Advisory, Portfolio Management, FINRA, ETFs, Series 7, Business Analysis, Risk Management, Strategic Financial..., Relationship Management, Options, Securities, Fixed Income, Financial Services, Investments, Uniform Combined State..., Process Improvement, Retirement Planning, Trading, Investment Advisory, Asset Allocation, Business Strategy, Series 63, Mutual Funds, Alternative Investments, Asset Management, Retirement, Wealth Management, Series 24, Financial Analysis, Equities, Vendor Management
Education
University of California, San Diego 1991 — 1995
Christina Shih's TD Ameritrade Experience May 2013 - May 2014
Job Administrative Assistant III at Financial Aid Office at UCSD
Industry Financial Services
Experience
Financial Aid Office- at UCSD May 2015 - Present
University of California, San Diego July 2014 - May 2015
TD Ameritrade May 2013 - May 2014
Peregrine Financial Group September 2010 - May 2012
Camarillo Art Center March 2010 - May 2010
Homewood Suites by Hilton Daphne, AL December 2009 - May 2010
BCBGMAXAZRIAGROUP November 2009 - March 2010
RFC Productions December 2009 - February 2010
The Multicultural Center at UCSB September 2006 - June 2007
Model United Nations at York University January 2001 - January 2002
Skills
Sales, Photoshop, Facebook, Microsoft Excel, Microsoft Word, Social Media Marketing, Program Management, Microsoft Office, Invoicing, Finance, Data Entry, Executive Reporting, Client Service Oriented, Investigative Reporting, Operational Risk..., Investment Advisory..., Event Planning, Corporate Events, Data Management, Data Analysis, Detailed Organization, Customer Service, SEC filings, Office Administration, Graphic Design, Troubleshooting, Sales Force Development, Social Media, Constant Contact, GoDaddy, Multitasking Skills, Mandarin, Japanese, Interior Design, Architecture, Cisco Technologies, NCS contact
Education
UC Santa Barbara 2005 — 2009
B.A, Art History (Architecture & Environment)
Financial Aid Office- at UCSD May 2015 - Present
University of California, San Diego July 2014 - May 2015
TD Ameritrade May 2013 - May 2014
Peregrine Financial Group September 2010 - May 2012
Camarillo Art Center March 2010 - May 2010
Homewood Suites by Hilton Daphne, AL December 2009 - May 2010
BCBGMAXAZRIAGROUP November 2009 - March 2010
RFC Productions December 2009 - February 2010
The Multicultural Center at UCSB September 2006 - June 2007
Model United Nations at York University January 2001 - January 2002
Skills
Sales, Photoshop, Facebook, Microsoft Excel, Microsoft Word, Social Media Marketing, Program Management, Microsoft Office, Invoicing, Finance, Data Entry, Executive Reporting, Client Service Oriented, Investigative Reporting, Operational Risk..., Investment Advisory..., Event Planning, Corporate Events, Data Management, Data Analysis, Detailed Organization, Customer Service, SEC filings, Office Administration, Graphic Design, Troubleshooting, Sales Force Development, Social Media, Constant Contact, GoDaddy, Multitasking Skills, Mandarin, Japanese, Interior Design, Architecture, Cisco Technologies, NCS contact
Education
UC Santa Barbara 2005 — 2009
B.A, Art History (Architecture & Environment)
Michael Fey's TD Ameritrade Experience 2002 - 2009
Job Data Manager at AKFIN
Industry Fishery
Experience
AKFIN February 2009 - Present
TD Ameritrade 2002 - 2009
Skills
Analytics, SQL, Financial Reporting, Financial Modeling, Financial Risk, Fisheries, Databases, Business Analysis, Data Management, Access, Project Management, Analysis, Data Analysis
Education
University of Alaska Fairbanks 2010 — 2012
Masters of Economics
University of Nebraska-Lincoln 1996 — 2001
Bachelors of Science, Economics
AKFIN February 2009 - Present
TD Ameritrade 2002 - 2009
Skills
Analytics, SQL, Financial Reporting, Financial Modeling, Financial Risk, Fisheries, Databases, Business Analysis, Data Management, Access, Project Management, Analysis, Data Analysis
Education
University of Alaska Fairbanks 2010 — 2012
Masters of Economics
University of Nebraska-Lincoln 1996 — 2001
Bachelors of Science, Economics
Sheree Philpot's TD Ameritrade Experience May 2006 - February 2010
Job Financial Advisor
Industry Financial Services
Experience
VALIC August 2011 - August 2012
First Command Financial Services May 2010 - August 2011
TD Ameritrade May 2006 - February 2010
Skills
Strategic Financial..., Mutual Funds, Insurance, Long Term Care Insurance, Retirement, Wealth Management, Series 7, Portfolio Management, Series 63, Options, Financial Services, Trading, Retirement Planning, Securities, Coaching, Training, Team Building, Investments
Education
Trinity University 1990 — 1995
BA & BS, International Economics & Business
VALIC August 2011 - August 2012
First Command Financial Services May 2010 - August 2011
TD Ameritrade May 2006 - February 2010
Skills
Strategic Financial..., Mutual Funds, Insurance, Long Term Care Insurance, Retirement, Wealth Management, Series 7, Portfolio Management, Series 63, Options, Financial Services, Trading, Retirement Planning, Securities, Coaching, Training, Team Building, Investments
Education
Trinity University 1990 — 1995
BA & BS, International Economics & Business
Fredric Susser, CFP®, CWS®'s TD Ameritrade Experience July 2010 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2010 - Present
USAA July 2004 - February 2010
Charles Schwab & Co August 2000 - July 2004
Vanguard December 1996 - July 2000
Skills
Series 6, Series 7, Series 9, Series 10, Series 24, Series 63, Series 65, FINRA, CFP(R), Investment Advisory, Retirement Planning, Wealth Management, Asset Allocation, Retirement, Investment Strategies, IRAs, Mutual Funds, Financial Advisory, Wealth, Securities, Fixed Annuities, Estate Planning, Strategic Financial..., Proficient in Salesforce, 401k, ETFs
Education
University of Arizona 1992 — 1994
BS, Business Administration
TD Ameritrade July 2010 - Present
USAA July 2004 - February 2010
Charles Schwab & Co August 2000 - July 2004
Vanguard December 1996 - July 2000
Skills
Series 6, Series 7, Series 9, Series 10, Series 24, Series 63, Series 65, FINRA, CFP(R), Investment Advisory, Retirement Planning, Wealth Management, Asset Allocation, Retirement, Investment Strategies, IRAs, Mutual Funds, Financial Advisory, Wealth, Securities, Fixed Annuities, Estate Planning, Strategic Financial..., Proficient in Salesforce, 401k, ETFs
Education
University of Arizona 1992 — 1994
BS, Business Administration
Danine Kao's TD Ameritrade Experience January 2008 - February 2012
Job Portfolio Analyst/Trader at Pure Financial Advisors, Inc.
Industry Financial Services
Experience
Pure Financial Advisors, Inc. January 2015 - Present
Pure Financial Advisors February 2012 - January 2015
TD Ameritrade January 2008 - February 2012
Education
University of California, San Diego 2001 — 2006
Math and Education
University of California, San Diego
math
Pure Financial Advisors, Inc. January 2015 - Present
Pure Financial Advisors February 2012 - January 2015
TD Ameritrade January 2008 - February 2012
Education
University of California, San Diego 2001 — 2006
Math and Education
University of California, San Diego
math
Joseph Ippolito's TD Ameritrade Experience March 2014 - Present
Job Managing Director Retail Sales South Division
Industry Financial Services
Experience
TD Ameritrade March 2014 - Present
TD Ameritrade September 2012 - Present
TD Ameritrade May 2010 - Present
Fidelity Investments February 2007 - May 2010
TD Ameritrade July 2005 - February 2007
Skills
Coaching, Equities, FINRA, Investment Advisory, Investments, Portfolio Management, Mutual Funds, Relationship Management, Risk Management, Securities, Series 24, Series 63, Series 7, Wealth Management
Education
University of Central Florida 1995 — 1998
Pychology
TD Ameritrade March 2014 - Present
TD Ameritrade September 2012 - Present
TD Ameritrade May 2010 - Present
Fidelity Investments February 2007 - May 2010
TD Ameritrade July 2005 - February 2007
Skills
Coaching, Equities, FINRA, Investment Advisory, Investments, Portfolio Management, Mutual Funds, Relationship Management, Risk Management, Securities, Series 24, Series 63, Series 7, Wealth Management
Education
University of Central Florida 1995 — 1998
Pychology
Craig Wulff's TD Ameritrade Experience 1994 - 2005
Job Vice President, Senior Branch Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2005 - Present
New York Institute of Finance 1996 - 2008
TD Ameritrade 1994 - 2005
Skills
Series 7, Securities, Finance, Series 63, Mutual Funds, Investments, Wealth Management, Financial Services, Equities, Portfolio Management
Education
State University of New York at Albany 1990 — 1993
BA, Economics
Fidelity Investments 2005 - Present
New York Institute of Finance 1996 - 2008
TD Ameritrade 1994 - 2005
Skills
Series 7, Securities, Finance, Series 63, Mutual Funds, Investments, Wealth Management, Financial Services, Equities, Portfolio Management
Education
State University of New York at Albany 1990 — 1993
BA, Economics
Gregory W Stueve's TD Ameritrade Experience June 2008 - October 2009
Job Executive Officer, Acquisition Management Office at National Guard Bureau
Industry Military
Experience
National Guard Bureau February 2014 - Present
US Army October 2010 - February 2014
TD Ameritrade June 2008 - October 2009
Edward Jones June 2006 - May 2008
Terminix 2005 - 2006
Skills
Leadership, Command, Military, Military Operations, Operational Planning, Military Experience, Program Management, Army, Security Clearance, Management, Team Building, National Security, Force Protection, Government, Organizational..., Emergency Management, DoD, Training, Weapons, Policy, Military Training, Defense, Leadership Development
Education
Webster University 2014 — 2017
Master of Business Administration (M.B.A.), Environmental Management, 3.9
University of Central Missouri 2000 — 2004
BSBA, Management
National Guard Bureau February 2014 - Present
US Army October 2010 - February 2014
TD Ameritrade June 2008 - October 2009
Edward Jones June 2006 - May 2008
Terminix 2005 - 2006
Skills
Leadership, Command, Military, Military Operations, Operational Planning, Military Experience, Program Management, Army, Security Clearance, Management, Team Building, National Security, Force Protection, Government, Organizational..., Emergency Management, DoD, Training, Weapons, Policy, Military Training, Defense, Leadership Development
Education
Webster University 2014 — 2017
Master of Business Administration (M.B.A.), Environmental Management, 3.9
University of Central Missouri 2000 — 2004
BSBA, Management
Gelber MARROQUIN's TD Ameritrade Experience January 2001 - Present
Job Night Trader at TD Ameritrade
Industry Wireless
Experience
Celllar Universal May 2005 - Present
www.cellularuniversal.ecrater.com May 2004 - Present
TD Ameritrade January 2001 - Present
Sim Chip World January 2012 - October 2014
Skills
Start-ups, Mobile Devices, Wireless, Product Management, Strategic Partnerships, Telecommunications, Mobile Applications, Business Development, New Business Development, Entrepreneurship, Business Strategy, Strategic Planning, Product Development, Mobile Technology, Strategy, SaaS, Product Marketing
Education
University of California, Irvine 2000 — 2008
Bachelor of Business Administration (B.B.A.)
Celllar Universal May 2005 - Present
www.cellularuniversal.ecrater.com May 2004 - Present
TD Ameritrade January 2001 - Present
Sim Chip World January 2012 - October 2014
Skills
Start-ups, Mobile Devices, Wireless, Product Management, Strategic Partnerships, Telecommunications, Mobile Applications, Business Development, New Business Development, Entrepreneurship, Business Strategy, Strategic Planning, Product Development, Mobile Technology, Strategy, SaaS, Product Marketing
Education
University of California, Irvine 2000 — 2008
Bachelor of Business Administration (B.B.A.)
A.J. Rocchio's TD Ameritrade Experience June 2015 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2015 - Present
Morgan Stanley January 2014 - March 2015
Morgan Stanley Wealth Management January 2013 - January 2014
AXA Advisors June 2011 - December 2012
Skills
Investments, Asset Allocation, Fixed Income Portfolio..., Bonds, Bloomberg Terminal, Risk Management
Education
Union College 2007 — 2011
Bachelor of Arts, History
Bergen Catholic High School 2003 — 2007
TD Ameritrade June 2015 - Present
Morgan Stanley January 2014 - March 2015
Morgan Stanley Wealth Management January 2013 - January 2014
AXA Advisors June 2011 - December 2012
Skills
Investments, Asset Allocation, Fixed Income Portfolio..., Bonds, Bloomberg Terminal, Risk Management
Education
Union College 2007 — 2011
Bachelor of Arts, History
Bergen Catholic High School 2003 — 2007
Kyle Massey's TD Ameritrade Experience March 2008 - September 2009
Job at
Industry Financial Services
Experience
E*TRADE Financial Corporation July 2015 - Present
E*TRADE Financial July 2010 - June 2015
TD Ameritrade March 2008 - September 2009
Ameriprise Financial Services, Inc. 2006 - 2007
Skills
Asset Allocation, Asset Management, Retirement Planning, Consultative Sales..., Investments, Insurance, Strategic Financial..., Mutual Funds, Equities, Portfolio Management, Customer Service, Financial Analysis, Microsoft Excel, Microsoft Office
Education
University of California, Riverside 2003 — 2006
Bachelor of Science (BS), Business Administration and Management, General
E*TRADE Financial Corporation July 2015 - Present
E*TRADE Financial July 2010 - June 2015
TD Ameritrade March 2008 - September 2009
Ameriprise Financial Services, Inc. 2006 - 2007
Skills
Asset Allocation, Asset Management, Retirement Planning, Consultative Sales..., Investments, Insurance, Strategic Financial..., Mutual Funds, Equities, Portfolio Management, Customer Service, Financial Analysis, Microsoft Excel, Microsoft Office
Education
University of California, Riverside 2003 — 2006
Bachelor of Science (BS), Business Administration and Management, General
James Steeley's TD Ameritrade Experience February 2009 - Present
Job Infrastructure Architect
Industry Financial Services
Experience
TD Ameritrade February 2009 - Present
TD Ameritrade February 2008 - February 2009
TD Ameritrade May 1999 - February 2008
Skills
DNS, DHCP, Disaster Recovery, Integration, Software Project..., Enterprise Architecture, Virtualization, Java, Active Directory, Servers, VMware, Server Architecture, SDLC, Requirements Analysis, Windows Server, SOA
Education
Towson University 1989 — 1993
B.S., Computer Science
TD Ameritrade February 2009 - Present
TD Ameritrade February 2008 - February 2009
TD Ameritrade May 1999 - February 2008
Skills
DNS, DHCP, Disaster Recovery, Integration, Software Project..., Enterprise Architecture, Virtualization, Java, Active Directory, Servers, VMware, Server Architecture, SDLC, Requirements Analysis, Windows Server, SOA
Education
Towson University 1989 — 1993
B.S., Computer Science
Michael Cortina's TD Ameritrade Experience October 2009 - August 2011
Job Financial Advisor at Interactive Brokers
Industry Financial Services
Experience
Interactive Brokers November 2012 - Present
Fisher Investments October 2011 - September 2012
TD Ameritrade October 2009 - August 2011
First Regional Bank September 2007 - October 2009
LPL Financial April 2005 - September 2007
Skills
FINRA Series 7, FINRA Series 66, Wealth Accumulation, Equities, Alternative Investments, Stocks, Derivatives, Options, Sales Management, Mutual Funds, Uniform Combined State..., Options Strategies, Separately Managed..., Securities, Series 7, Valuation, Asset Allocation, Investments, FINRA
Education
UCSD 2001 — 2005
Economics, Management Science
Interactive Brokers November 2012 - Present
Fisher Investments October 2011 - September 2012
TD Ameritrade October 2009 - August 2011
First Regional Bank September 2007 - October 2009
LPL Financial April 2005 - September 2007
Skills
FINRA Series 7, FINRA Series 66, Wealth Accumulation, Equities, Alternative Investments, Stocks, Derivatives, Options, Sales Management, Mutual Funds, Uniform Combined State..., Options Strategies, Separately Managed..., Securities, Series 7, Valuation, Asset Allocation, Investments, FINRA
Education
UCSD 2001 — 2005
Economics, Management Science
George Guzun's TD Ameritrade Experience April 2010 - August 2011
Job Graduate Research Assistant at The University of Iowa
Industry Information Technology and Services
Experience
The University of Iowa January 2012 - Present
The University of Iowa August 2011 - December 2011
TD Ameritrade April 2010 - August 2011
Skills
Data Mining, Data Analysis, Java, Hadoop, Spark, C++, HTML, Linux, MySQL, Unix, Software Engineering, Database Design, Databases, SQL, Distributed Systems, Bash, Ruby, Shell Scripting, Programming, Machine Learning
Education
University of Iowa 2011 — 2016
Doctor of Philosophy (PhD), Electrical and Computer Engineering
University of California, San Diego 2013 — 2013
SDSC 2013 Summer Institute - Discover Big Data
Technical University of Moldova 2006 — 2010
Bachelor of Engineering (B.Eng.), Electrical, Electronics and Communications Engineering
The University of Iowa January 2012 - Present
The University of Iowa August 2011 - December 2011
TD Ameritrade April 2010 - August 2011
Skills
Data Mining, Data Analysis, Java, Hadoop, Spark, C++, HTML, Linux, MySQL, Unix, Software Engineering, Database Design, Databases, SQL, Distributed Systems, Bash, Ruby, Shell Scripting, Programming, Machine Learning
Education
University of Iowa 2011 — 2016
Doctor of Philosophy (PhD), Electrical and Computer Engineering
University of California, San Diego 2013 — 2013
SDSC 2013 Summer Institute - Discover Big Data
Technical University of Moldova 2006 — 2010
Bachelor of Engineering (B.Eng.), Electrical, Electronics and Communications Engineering
Jeffrey Collins's TD Ameritrade Experience 2012 - 2012
Job Sr. Account Executive
Industry Computer Software
Experience
salesforce.com February 2013 - Present
Sammons Retirement Solutions, a member of Sammons Financial Group December 2011 - December 2012
TD Ameritrade 2012 - 2012
Salesforce.com May 2011 - December 2011
LPL Financial September 2009 - May 2011
Prudential Financial October 2007 - August 2009
Pacific Life February 2006 - October 2007
Federated Investors August 2004 - February 2006
Pacific Life September 1999 - July 2004
Skills
Investment Strategies, Mutual Funds, Investment Vehicles, ETFs, Capital Markets, Asset Managment, Asset Allocation, Public Speaking, High-Impact Sales..., Asset Management..., Investment Advisory, Enterprise Technology..., Cloud Applications, Series 7, Life Insurance, Variable Annuities, Asset Management, Fixed Annuities, Retirement Planning, Series 63, Wealth Management, Alternative Investments, Financial Advisory, Investments, Financial Services, Securities, 401k, Retirement, Venture Capital, Separately Managed..., Investment Management, IRAs, Salesforce.com, Relationship Management, Bonds, Portfolio Management, Equities, Wealth, Fixed Income, Business Development, Wealth Management..., Bloomberg, Private Equity
Education
University of California, Santa Barbara 1996 — 2000
BA, Political Science
salesforce.com February 2013 - Present
Sammons Retirement Solutions, a member of Sammons Financial Group December 2011 - December 2012
TD Ameritrade 2012 - 2012
Salesforce.com May 2011 - December 2011
LPL Financial September 2009 - May 2011
Prudential Financial October 2007 - August 2009
Pacific Life February 2006 - October 2007
Federated Investors August 2004 - February 2006
Pacific Life September 1999 - July 2004
Skills
Investment Strategies, Mutual Funds, Investment Vehicles, ETFs, Capital Markets, Asset Managment, Asset Allocation, Public Speaking, High-Impact Sales..., Asset Management..., Investment Advisory, Enterprise Technology..., Cloud Applications, Series 7, Life Insurance, Variable Annuities, Asset Management, Fixed Annuities, Retirement Planning, Series 63, Wealth Management, Alternative Investments, Financial Advisory, Investments, Financial Services, Securities, 401k, Retirement, Venture Capital, Separately Managed..., Investment Management, IRAs, Salesforce.com, Relationship Management, Bonds, Portfolio Management, Equities, Wealth, Fixed Income, Business Development, Wealth Management..., Bloomberg, Private Equity
Education
University of California, Santa Barbara 1996 — 2000
BA, Political Science
Jeff Grau's TD Ameritrade Experience 2010 - 2011
Job Registered Representative at Employee Benefits Services Group, Inc.
Industry Financial Services
Experience
Employee Benefits Services Group, Inc. November 2011 - Present
Almaden Valley Girls Softball League 2007 - Present
Presentation High School July 2009 - December 2014
TD Ameritrade 2010 - 2011
AIG VALIC 2008 - 2009
Bank of America 2003 - 2008
Morgan Stanley 1999 - 2001
Skills
Retirement Planning, Series 7, Investment Strategies, Investments, Securities, Wealth Management, Financial Advisory, Series 63, Series 65, Mutual Funds, Investment Advisory, Fixed Income, Equities, Portfolio Management
Education
University of California, Berkeley 1989 — 1993
B.S., Political Economies
St. Mary's High School, Stockton, CA 1985 — 1989
Employee Benefits Services Group, Inc. November 2011 - Present
Almaden Valley Girls Softball League 2007 - Present
Presentation High School July 2009 - December 2014
TD Ameritrade 2010 - 2011
AIG VALIC 2008 - 2009
Bank of America 2003 - 2008
Morgan Stanley 1999 - 2001
Skills
Retirement Planning, Series 7, Investment Strategies, Investments, Securities, Wealth Management, Financial Advisory, Series 63, Series 65, Mutual Funds, Investment Advisory, Fixed Income, Equities, Portfolio Management
Education
University of California, Berkeley 1989 — 1993
B.S., Political Economies
St. Mary's High School, Stockton, CA 1985 — 1989
Ivo Ivanov, CFA's TD Ameritrade Experience June 2003 - December 2010
Job Managing Director / Portfolio Manager at GeoWealth Management
Industry Investment Management
Experience
GeoWealth Management January 2011 - Present
TD Ameritrade June 2003 - December 2010
Bear Stearns Asset Management / Netfolio October 1999 - April 2003
Skills
Series 7, Asset Allocation, Mutual Funds, Wealth Management, Equities, Portfolio Management, Fixed Income, Investment Strategies, Alternative Investments, Separately Managed..., Investments, Bonds, Series 65, Series 63
Education
Thunderbird School of Global Management 1995 — 1997
Master of Business Administration (MBA), Finance and Financial Management Services
Southern Illinois University at Edwardsville 1993 — 1995
Master of Science (M.S.), Mathematics and Statistics
GeoWealth Management January 2011 - Present
TD Ameritrade June 2003 - December 2010
Bear Stearns Asset Management / Netfolio October 1999 - April 2003
Skills
Series 7, Asset Allocation, Mutual Funds, Wealth Management, Equities, Portfolio Management, Fixed Income, Investment Strategies, Alternative Investments, Separately Managed..., Investments, Bonds, Series 65, Series 63
Education
Thunderbird School of Global Management 1995 — 1997
Master of Business Administration (MBA), Finance and Financial Management Services
Southern Illinois University at Edwardsville 1993 — 1995
Master of Science (M.S.), Mathematics and Statistics
Anne Radcliffe's TD Ameritrade Experience February 2007 - April 2015
Job Vice President, Relationship Marketing, OBS Financial Services
Industry Financial Services
Experience
TD Ameritrade February 2007 - April 2015
Skills
Series 7, Series 63, Series 24, Mutual Funds, Wealth Management, Uniform Combined State..., Securities, FINRA, Investment Advisory, Portfolio Management, Investments, Retirement Planning, Asset Allocation, Strategic Financial..., Equities
Education
University of California, Davis
TD Ameritrade February 2007 - April 2015
Skills
Series 7, Series 63, Series 24, Mutual Funds, Wealth Management, Uniform Combined State..., Securities, FINRA, Investment Advisory, Portfolio Management, Investments, Retirement Planning, Asset Allocation, Strategic Financial..., Equities
Education
University of California, Davis
Lewis Lai's TD Ameritrade Experience February 2003 - May 2006
Job Capital Markets Professional
Industry Capital Markets
Experience
TD Securities (USA) May 2012 - Present
Knight Capital Group May 2006 - August 2011
TD Ameritrade February 2003 - May 2006
Datek Online July 1999 - February 2003
Skills
Equities, Electronic Trading, Capital Markets, Trading Systems, Fixed Income, Market Data, Financial Risk, Equity Trading, Derivatives, Securities, Options, Back Office, Financial Services
Education
Brooklyn Tech
University at Buffalo
Bachelor of Science (B.S.), Management Information Systems and Services
TD Securities (USA) May 2012 - Present
Knight Capital Group May 2006 - August 2011
TD Ameritrade February 2003 - May 2006
Datek Online July 1999 - February 2003
Skills
Equities, Electronic Trading, Capital Markets, Trading Systems, Fixed Income, Market Data, Financial Risk, Equity Trading, Derivatives, Securities, Options, Back Office, Financial Services
Education
Brooklyn Tech
University at Buffalo
Bachelor of Science (B.S.), Management Information Systems and Services
Rudy Geilim's TD Ameritrade Experience 1997 - 1999
Job Driver
Industry Transportation/Trucking/Railroad
Experience
First Student 2007 - Present
Work.com 2000 - 2001
United Airlines 1999 - 1999
TD Ameritrade 1997 - 1999
Jefferies & Company 1995 - 1996
Deutsche Bank 1994 - 1995
American Group Practice 1993 - 1994
Ernst & Young 1991 - 1992
Blue Cross of California 1986 - 1989
Skills
Customer Service, Transportation, Logistics, Operations Management, Warehousing, Process Improvement, Team Building, Leadership
Education
University of Chicago 1989 — 1991
Master of Business Administration (MBA), Marketing
University of Chicago 1984 — 1986
AM, Social Sciences
Universidade Federal do Ceará 1985 — 1985
Tinker Foundation Fellow, Economics of education
The George Washington University 1980 — 1984
Bachelor of Arts (B.A.), Economics
Universite Paul Valery 1982 — 1983
Junior Year in France
Xavier High School 1976 — 1980
Diploma
First Student 2007 - Present
Work.com 2000 - 2001
United Airlines 1999 - 1999
TD Ameritrade 1997 - 1999
Jefferies & Company 1995 - 1996
Deutsche Bank 1994 - 1995
American Group Practice 1993 - 1994
Ernst & Young 1991 - 1992
Blue Cross of California 1986 - 1989
Skills
Customer Service, Transportation, Logistics, Operations Management, Warehousing, Process Improvement, Team Building, Leadership
Education
University of Chicago 1989 — 1991
Master of Business Administration (MBA), Marketing
University of Chicago 1984 — 1986
AM, Social Sciences
Universidade Federal do Ceará 1985 — 1985
Tinker Foundation Fellow, Economics of education
The George Washington University 1980 — 1984
Bachelor of Arts (B.A.), Economics
Universite Paul Valery 1982 — 1983
Junior Year in France
Xavier High School 1976 — 1980
Diploma
Carly (Kotinek) de Diego's TD Ameritrade Experience June 2013 - December 2013
Job Product Development
Industry Financial Services
Experience
Vanare September 2014 - Present
TD Ameritrade June 2013 - December 2013
Merrill Lynch October 2008 - December 2012
Merrill Lynch February 2007 - October 2008
Merrill Lynch March 2005 - February 2007
TD Ameritrade December 2003 - November 2004
Integra August 2001 - August 2003
Integra November 2000 - August 2001
Skills
Training, Employee Training, Relationship Management, CRM, Customer Satisfaction, Business Analysis, User Acceptance Testing, Business Process..., Requirements Analysis, Instructional Design, Hands-on Training, Workshop Facilitation, Training Delivery, Learning Management..., Call Center, Account Management, Process Improvement
Education
Truman State University 1993 — 1997
BA, Business Administration
Vanare September 2014 - Present
TD Ameritrade June 2013 - December 2013
Merrill Lynch October 2008 - December 2012
Merrill Lynch February 2007 - October 2008
Merrill Lynch March 2005 - February 2007
TD Ameritrade December 2003 - November 2004
Integra August 2001 - August 2003
Integra November 2000 - August 2001
Skills
Training, Employee Training, Relationship Management, CRM, Customer Satisfaction, Business Analysis, User Acceptance Testing, Business Process..., Requirements Analysis, Instructional Design, Hands-on Training, Workshop Facilitation, Training Delivery, Learning Management..., Call Center, Account Management, Process Improvement
Education
Truman State University 1993 — 1997
BA, Business Administration
Debra Harkins's TD Ameritrade Experience October 2007 - Present
Job Senior Amerivest Operations Support at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2007 - Present
Charles Schwab March 1993 - December 2002
Education
University of Arizona 1981 — 1985
Bachelor's degree Marketing major
TD Ameritrade October 2007 - Present
Charles Schwab March 1993 - December 2002
Education
University of Arizona 1981 — 1985
Bachelor's degree Marketing major
Diana Pitt's TD Ameritrade Experience September 2007 - January 2010
Job Bilingual Accounting and Finance Professional | Multinational Work Experience | Fluent in English and Spanish
Industry Accounting
Experience
Danone May 2011 - July 2015
Danone September 2010 - April 2011
TD Ameritrade September 2007 - January 2010
NRG Energy March 2007 - August 2007
UPL Limited (formerly known as United Phosphorus Ltd.) June 2006 - March 2007
Preferred Healthmate, Inc. April 2005 - June 2006
Roche January 2001 - September 2004
Nissan Motor Manufacturing Ltd. February 1997 - June 2000
Skills
Accounting, Finance, Financial Accounting, Financial Statement..., Credit Risk, Credit Analysis, Accounts Payable, Accounts Receivable, SAP, JD Edwards, Peachtree, Microsoft Excel, Microsoft Word, PowerPoint, SharePoint, Outlook, Lotus Notes
Education
National Association of Credit Management 2012 — 2013
Credit Business Associate, Credit Business
Universidad Nacional Autónoma de México 1999 — 2001
Bachelor’s Degree, Law, Four semesters completed
Universidad Nacional Autónoma de México 1990 — 1996
Bachelor’s Degree, Accounting
Danone May 2011 - July 2015
Danone September 2010 - April 2011
TD Ameritrade September 2007 - January 2010
NRG Energy March 2007 - August 2007
UPL Limited (formerly known as United Phosphorus Ltd.) June 2006 - March 2007
Preferred Healthmate, Inc. April 2005 - June 2006
Roche January 2001 - September 2004
Nissan Motor Manufacturing Ltd. February 1997 - June 2000
Skills
Accounting, Finance, Financial Accounting, Financial Statement..., Credit Risk, Credit Analysis, Accounts Payable, Accounts Receivable, SAP, JD Edwards, Peachtree, Microsoft Excel, Microsoft Word, PowerPoint, SharePoint, Outlook, Lotus Notes
Education
National Association of Credit Management 2012 — 2013
Credit Business Associate, Credit Business
Universidad Nacional Autónoma de México 1999 — 2001
Bachelor’s Degree, Law, Four semesters completed
Universidad Nacional Autónoma de México 1990 — 1996
Bachelor’s Degree, Accounting
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.