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
Rob Schlueter, CPA (Inactive) Rob Schlueter, CPA (Inactive)'s TD Ameritrade Experience July 2010 - Present
Job Financial Planning and Analysis Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2010 - Present
TD Ameritrade January 2007 - July 2010
Sprint Nextel 2005 - 2007
Sprint Nextel 2002 - 2005
Ameristar Hotel Casino Kansas City, Inc. 1997 - 2002
Education
University of Nevada Las Vegas Lee Business School 1991 — 1995
BSBA
University of Kansas - Graduate School of Business
Master of Business Administration (MBA)
TD Ameritrade July 2010 - Present
TD Ameritrade January 2007 - July 2010
Sprint Nextel 2005 - 2007
Sprint Nextel 2002 - 2005
Ameristar Hotel Casino Kansas City, Inc. 1997 - 2002
Education
University of Nevada Las Vegas Lee Business School 1991 — 1995
BSBA
University of Kansas - Graduate School of Business
Master of Business Administration (MBA)
Doug Maurer's TD Ameritrade Experience January 2006 - October 2008
Job Partner at Private Advisory Group
Industry Financial Services
Experience
Private Advisory Group July 2014 - Present
Strategic Capital Group October 2008 - October 2014
TD Ameritrade January 2006 - October 2008
ATD March 2001 - April 2004
Chicago Securities Group May 1999 - April 2004
U.S. Army, Reserve January 1995 - January 2001
Skills
Investments, Series 7, Securities, Equities, Series 63, Wealth Management, Mutual Funds, Options, Real Estate, Alternative Investments, Investment Advisory
Education
University of Iowa 1992 — 1997
BA, Economics and Literature
Private Advisory Group July 2014 - Present
Strategic Capital Group October 2008 - October 2014
TD Ameritrade January 2006 - October 2008
ATD March 2001 - April 2004
Chicago Securities Group May 1999 - April 2004
U.S. Army, Reserve January 1995 - January 2001
Skills
Investments, Series 7, Securities, Equities, Series 63, Wealth Management, Mutual Funds, Options, Real Estate, Alternative Investments, Investment Advisory
Education
University of Iowa 1992 — 1997
BA, Economics and Literature
Kathryn Sprague Kathryn Sprague's TD Ameritrade Experience June 2014 - August 2014
Job Consultant at FactSet
Industry Financial Services
Experience
FactSet April 2015 - Present
TD Ameritrade June 2014 - August 2014
University of Colorado Boulder Chemistry Department August 2013 - December 2013
Hammortree Financial Services June 2013 - August 2013
Out of the Box Store June 2009 - June 2013
Herff Jones June 2008 - June 2013
University of Colorado at Boulder, Wager Lab January 2013 - May 2013
Camp Wayne for Girls June 2012 - August 2012
Skills
Oil Painting, Microsoft Office, Adobe Creative Suite, Microsoft Excel, PowerPoint, Economics, Microsoft Word, Research, Teamwork, Customer Service, Social Media, Public Speaking, Data Analysis, Statistics, Team Leadership, Photoshop, Retail Sales, Organizational Design, Delegate Management
Education
University of Colorado at Boulder 2011 — 2015
Bachelor of Arts (B.A.), Economics and Neuroscience, summa cum laude
Danish Institute for Study Abroad 2014 — 2014
Psychopharmacology: Substances and the Brain
Marengo High School
FactSet April 2015 - Present
TD Ameritrade June 2014 - August 2014
University of Colorado Boulder Chemistry Department August 2013 - December 2013
Hammortree Financial Services June 2013 - August 2013
Out of the Box Store June 2009 - June 2013
Herff Jones June 2008 - June 2013
University of Colorado at Boulder, Wager Lab January 2013 - May 2013
Camp Wayne for Girls June 2012 - August 2012
Skills
Oil Painting, Microsoft Office, Adobe Creative Suite, Microsoft Excel, PowerPoint, Economics, Microsoft Word, Research, Teamwork, Customer Service, Social Media, Public Speaking, Data Analysis, Statistics, Team Leadership, Photoshop, Retail Sales, Organizational Design, Delegate Management
Education
University of Colorado at Boulder 2011 — 2015
Bachelor of Arts (B.A.), Economics and Neuroscience, summa cum laude
Danish Institute for Study Abroad 2014 — 2014
Psychopharmacology: Substances and the Brain
Marengo High School
Kyle Casella Kyle Casella's TD Ameritrade Experience March 2012 - December 2013
Job at TIAACREF
Industry Financial Services
Experience
TIAA-CREF December 2013 - Present
TD Ameritrade March 2012 - December 2013
MetLife December 2010 - March 2012
MetLife March 2007 - November 2010
MetLife June 2006 - August 2006
Skills
Series 7, Series 66, Investment Advisory, Investment Strategies, Mutual Funds, Bonds, IRA's, Sales, Salesforce.com, Sales Presentations, Stocks, Finance, Uniform Combined State..., Portfolio Management, Securities, Financial Advisory, IRAs, Alternative Investments, Life Insurance, Variable Annuities
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2007
Bachelor of Science, Major: Finance, Minor: Economics
Bishop Eustace
University of Delaware
Finance
TIAA-CREF December 2013 - Present
TD Ameritrade March 2012 - December 2013
MetLife December 2010 - March 2012
MetLife March 2007 - November 2010
MetLife June 2006 - August 2006
Skills
Series 7, Series 66, Investment Advisory, Investment Strategies, Mutual Funds, Bonds, IRA's, Sales, Salesforce.com, Sales Presentations, Stocks, Finance, Uniform Combined State..., Portfolio Management, Securities, Financial Advisory, IRAs, Alternative Investments, Life Insurance, Variable Annuities
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2007
Bachelor of Science, Major: Finance, Minor: Economics
Bishop Eustace
University of Delaware
Finance
Hilario Tapia Hilario Tapia's TD Ameritrade Experience May 2015 - Present
Job Technical Support Representative at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2015 - Present
OptionsHouse January 2015 - May 2015
tradeMONSTER March 2011 - January 2015
Regal Securities, Inc. October 1996 - March 2011
Skills
brokerage operations, Series 7, Series 63, Brokerage, Mutual Funds, Options, Trading, Financial Services, Investments, Securities, Equities, FINRA, Bonds, Fixed Income, Brokers, Capital Markets, Trading Systems, Asset Management, Electronic Trading, Financial Markets, Derivatives, Equity Trading
Education
University of Illinois 1991 — 1995
Bachelor of Arts (BA), Political Science/History/Pyschology
Saint Patrick High School 1988 — 1991
High School
TD Ameritrade May 2015 - Present
OptionsHouse January 2015 - May 2015
tradeMONSTER March 2011 - January 2015
Regal Securities, Inc. October 1996 - March 2011
Skills
brokerage operations, Series 7, Series 63, Brokerage, Mutual Funds, Options, Trading, Financial Services, Investments, Securities, Equities, FINRA, Bonds, Fixed Income, Brokers, Capital Markets, Trading Systems, Asset Management, Electronic Trading, Financial Markets, Derivatives, Equity Trading
Education
University of Illinois 1991 — 1995
Bachelor of Arts (BA), Political Science/History/Pyschology
Saint Patrick High School 1988 — 1991
High School
John Thai's TD Ameritrade Experience November 2010 - April 2011
Job Senior Collateral Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2011 - Present
TD Ameritrade November 2010 - April 2011
Boston's Pizza September 2007 - July 2009
Wells Fargo Financial September 2006 - May 2007
Old Chicago Restaurants September 1999 - August 2006
Skills
CRM, Marketing, Marketing Strategy, Sales, Financial Analysis, Customer Service, Forecasting, Data Analysis, Entrepreneurship, Credit, Analysis, Banking, Portfolio Management, Process Improvement, Investments
Education
University of Colorado Denver 2008 — 2010
MBA, Marketing
University of Colorado at Denver 1998 — 2002
Bachelors, Business Management
Wells Fargo April 2011 - Present
TD Ameritrade November 2010 - April 2011
Boston's Pizza September 2007 - July 2009
Wells Fargo Financial September 2006 - May 2007
Old Chicago Restaurants September 1999 - August 2006
Skills
CRM, Marketing, Marketing Strategy, Sales, Financial Analysis, Customer Service, Forecasting, Data Analysis, Entrepreneurship, Credit, Analysis, Banking, Portfolio Management, Process Improvement, Investments
Education
University of Colorado Denver 2008 — 2010
MBA, Marketing
University of Colorado at Denver 1998 — 2002
Bachelors, Business Management
Devin Milowe Devin Milowe's TD Ameritrade Experience October 2009 - August 2010
Job Account Manager at Aureus Medical Group
Industry Real Estate
Experience
Aureus Medical Group June 2015 - Present
CBSHOME Real Estate March 2014 - Present
Mentum LLC January 2011 - Present
Semonin Realtors February 2013 - January 2014
TD Ameritrade October 2009 - August 2010
TD Ameritrade July 2007 - October 2009
Metlife July 2006 - July 2007
Skills
Investment Properties, REO, Foreclosures, Uniform Combined State..., Residential, Real Estate Investment, Series 7, Series 66, Life and Health, Chartered Retirement..., Real Estate, Insurance, Short Sales, Residential Homes
Education
University of Delaware 2002 — 2006
Accounting
University of Delaware - Lerner College of Business and Economics 2002 — 2006
BS, Accounting
Aureus Medical Group June 2015 - Present
CBSHOME Real Estate March 2014 - Present
Mentum LLC January 2011 - Present
Semonin Realtors February 2013 - January 2014
TD Ameritrade October 2009 - August 2010
TD Ameritrade July 2007 - October 2009
Metlife July 2006 - July 2007
Skills
Investment Properties, REO, Foreclosures, Uniform Combined State..., Residential, Real Estate Investment, Series 7, Series 66, Life and Health, Chartered Retirement..., Real Estate, Insurance, Short Sales, Residential Homes
Education
University of Delaware 2002 — 2006
Accounting
University of Delaware - Lerner College of Business and Economics 2002 — 2006
BS, Accounting
Scott A Croom Scott A Croom's TD Ameritrade Experience September 1997 - May 2002
Job WordPress Designer, Teacher, Social Media Manager
Industry Internet
Experience
Webtegrity LLC 2014 - Present
Hootsuite Media Inc. 2014 - Present
Houston ISD 2011 - 2014
Education Consultant/Private Tutor July 2010 - August 2012
Pasadena ISD July 2008 - July 2010
Scottrade May 2002 - August 2008
TD Ameritrade September 1997 - May 2002
Skills
Teaching, Customer Service, Team Building, Coaching, Scheduling, Supervisory Skills, Customer Relations, Staff Development, Budgeting, Problem Solving, Excel, Microsoft Office, Planning, Public Speaking, Analysis, Customer Satisfaction, Sales Management, Administration, Mentoring, Event Planning, Research, Performance Management, Employee Relations, Team Leadership, Consultative Selling, Time Management, Interviewing, Teamwork, Hiring, Interviews, Social Media, Social Media Marketing, Marketing, Sales, Marketing Strategy, WordPress, Blogging, Editing, Microsoft Excel, Leadership, Management, Social Networking, SEO, Online Advertising, Online Marketing
Education
University of Houston-Clear Lake
BS, Management
Webtegrity LLC 2014 - Present
Hootsuite Media Inc. 2014 - Present
Houston ISD 2011 - 2014
Education Consultant/Private Tutor July 2010 - August 2012
Pasadena ISD July 2008 - July 2010
Scottrade May 2002 - August 2008
TD Ameritrade September 1997 - May 2002
Skills
Teaching, Customer Service, Team Building, Coaching, Scheduling, Supervisory Skills, Customer Relations, Staff Development, Budgeting, Problem Solving, Excel, Microsoft Office, Planning, Public Speaking, Analysis, Customer Satisfaction, Sales Management, Administration, Mentoring, Event Planning, Research, Performance Management, Employee Relations, Team Leadership, Consultative Selling, Time Management, Interviewing, Teamwork, Hiring, Interviews, Social Media, Social Media Marketing, Marketing, Sales, Marketing Strategy, WordPress, Blogging, Editing, Microsoft Excel, Leadership, Management, Social Networking, SEO, Online Advertising, Online Marketing
Education
University of Houston-Clear Lake
BS, Management
Erik Jones Erik Jones's TD Ameritrade Experience June 2005 - March 2007
Job Credit Manager at Constellation
Industry Utilities
Experience
Constellation May 2015 - Present
Integrys Energy Services March 2010 - April 2015
Integrys Energy Services May 2008 - March 2010
Minnesota Power April 2007 - March 2008
TD Ameritrade June 2005 - March 2007
TD Ameritrade June 1999 - May 2005
Skills
Trading, Credit, Risk Analysis, Financial Reporting, Industry Analysis, Financial Analysis, Credit Risk, Commodity Markets, Energy Markets, Economics, Natural Gas, Energy, Financial Modeling, Risk Management, Competitive Analysis, Negotiation, Portfolio Management, Valuation, Financial Risk, Business Strategy, Analytics, Hedging
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA, Economics, Finance, Accounting
University of Florida 1995 — 1999
BSBA, Finance & Management
Constellation May 2015 - Present
Integrys Energy Services March 2010 - April 2015
Integrys Energy Services May 2008 - March 2010
Minnesota Power April 2007 - March 2008
TD Ameritrade June 2005 - March 2007
TD Ameritrade June 1999 - May 2005
Skills
Trading, Credit, Risk Analysis, Financial Reporting, Industry Analysis, Financial Analysis, Credit Risk, Commodity Markets, Energy Markets, Economics, Natural Gas, Energy, Financial Modeling, Risk Management, Competitive Analysis, Negotiation, Portfolio Management, Valuation, Financial Risk, Business Strategy, Analytics, Hedging
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA, Economics, Finance, Accounting
University of Florida 1995 — 1999
BSBA, Finance & Management
omer kose-shahul omer kose-shahul's TD Ameritrade Experience November 2009 - May 2012
Job Senior Security Architect
Industry Computer Software
Experience
Citi Group, Consumer Banking May 2012 - Present
TD Ameritrade November 2009 - May 2012
Guardian Life Insurance May 2001 - September 2009
Merrill Lynch May 1999 - April 2001
EDS May 1998 - April 1999
MCI Communications May 1995 - April 1998
Covansys September 1992 - May 1995
Larsen & Toubro Limited August 1991 - August 1992
Skills
Ethical Hacking, J2EE, Appscan, ITIM, ITAM, .NET, C/C++/C#, Objective-C, Android, iOS, XCode, Mobile Security, Ntospider, Fortify SCA, Application Security, ASP.NET, HTML + CSS, JavaScript, OWASP, CICS, COBOL, Oracle PL SQL, Oracle Forms, TCP/IP, OOAD, XML, SQL, Struts, RSA Access Manager, Apache WebServer, Impreva Firewall, XI50, Identity Management, Access Control, LDAP, Active Directory, Python, Perl, nmap, Backtrack, Flex, Nessus, Cloud Security, Xen Hypervisor, Linux, FreeBSD, Windows Azure, clamav, IDA Pro, Burp Proxy
Education
University of Iowa - Henry B. Tippie College of Business 1997 — 1999
MBA, Business Administration - Finance/Investments
Government College of Technology, India 1987 — 1991
B.E, Computer Engineering
Citi Group, Consumer Banking May 2012 - Present
TD Ameritrade November 2009 - May 2012
Guardian Life Insurance May 2001 - September 2009
Merrill Lynch May 1999 - April 2001
EDS May 1998 - April 1999
MCI Communications May 1995 - April 1998
Covansys September 1992 - May 1995
Larsen & Toubro Limited August 1991 - August 1992
Skills
Ethical Hacking, J2EE, Appscan, ITIM, ITAM, .NET, C/C++/C#, Objective-C, Android, iOS, XCode, Mobile Security, Ntospider, Fortify SCA, Application Security, ASP.NET, HTML + CSS, JavaScript, OWASP, CICS, COBOL, Oracle PL SQL, Oracle Forms, TCP/IP, OOAD, XML, SQL, Struts, RSA Access Manager, Apache WebServer, Impreva Firewall, XI50, Identity Management, Access Control, LDAP, Active Directory, Python, Perl, nmap, Backtrack, Flex, Nessus, Cloud Security, Xen Hypervisor, Linux, FreeBSD, Windows Azure, clamav, IDA Pro, Burp Proxy
Education
University of Iowa - Henry B. Tippie College of Business 1997 — 1999
MBA, Business Administration - Finance/Investments
Government College of Technology, India 1987 — 1991
B.E, Computer Engineering
William Manson's TD Ameritrade Experience July 1999 - August 2001
Job Futures Broker at TradeStation Securities
Industry Financial Services
Experience
TradeStation Securities July 2006 - Present
TD Ameritrade July 1999 - August 2001
USRRB January 1986 - November 1995
Skills
Trading, Electronic Trading, Bloomberg, Investments, Trading Systems, Options, Commodity, ETFs, Currency, FX trading, Economics, Valuation, Series 7, Equities, Financial Modeling, Alternative Investments, Investment Strategies, FX Options, Asset Management, Bloomberg Terminal, Securities, Risk Management, Financial Services, Series 63, Financial Markets, Wealth Management, Capital Markets, Portfolio Management, Technical Analysis, FINRA, Options Strategies, Derivatives, Fixed Income, Uniform Combined State..., Hedge Funds, Strategic Financial..., Financial Analysis, Series 3, Series 30
Education
University of Illinois at Chicago
MBA, Finance and Marketing
TradeStation Securities July 2006 - Present
TD Ameritrade July 1999 - August 2001
USRRB January 1986 - November 1995
Skills
Trading, Electronic Trading, Bloomberg, Investments, Trading Systems, Options, Commodity, ETFs, Currency, FX trading, Economics, Valuation, Series 7, Equities, Financial Modeling, Alternative Investments, Investment Strategies, FX Options, Asset Management, Bloomberg Terminal, Securities, Risk Management, Financial Services, Series 63, Financial Markets, Wealth Management, Capital Markets, Portfolio Management, Technical Analysis, FINRA, Options Strategies, Derivatives, Fixed Income, Uniform Combined State..., Hedge Funds, Strategic Financial..., Financial Analysis, Series 3, Series 30
Education
University of Illinois at Chicago
MBA, Finance and Marketing
Brian Hoskins's TD Ameritrade Experience May 2010 - February 2011
Job Sales Vice President at Capitas Financial
Industry Financial Services
Experience
Capitas Financial February 2012 - Present
The Huntington Investment Company February 2011 - February 2012
TD Ameritrade May 2010 - February 2011
Independent May 2008 - May 2010
Genworth Financial March 2006 - April 2008
Merrill Lynch February 2004 - February 2006
Self Employed January 1996 - January 2006
Skills
Series 7, Fixed Annuities, Investments, Retirement, Life Insurance, Estate Planning, Financial Planners, Long-term Care, Series 65, Series 63, CLU (Candidate), Financial Advisory, Financial Services, Insurance, Long Term Care Insurance, Retirement Planning, Asset Management, FINRA, Finance, Wealth Management, Series 6, Investment Advisory, Asset Allocation, 401k, IRAs, Financial Planning
Education
University of Kentucky
Capitas Financial February 2012 - Present
The Huntington Investment Company February 2011 - February 2012
TD Ameritrade May 2010 - February 2011
Independent May 2008 - May 2010
Genworth Financial March 2006 - April 2008
Merrill Lynch February 2004 - February 2006
Self Employed January 1996 - January 2006
Skills
Series 7, Fixed Annuities, Investments, Retirement, Life Insurance, Estate Planning, Financial Planners, Long-term Care, Series 65, Series 63, CLU (Candidate), Financial Advisory, Financial Services, Insurance, Long Term Care Insurance, Retirement Planning, Asset Management, FINRA, Finance, Wealth Management, Series 6, Investment Advisory, Asset Allocation, 401k, IRAs, Financial Planning
Education
University of Kentucky
Jill Wetz Jill Wetz's TD Ameritrade Experience December 2007 - July 2013
Job Betterment Institutional Practice Management Consultant at Montage Investments
Industry Financial Services
Experience
Montage Investments October 2014 - Present
Montage Investments July 2013 - October 2014
TD Ameritrade December 2007 - July 2013
Skills
Series 7, Series 66, Series 63, Uniform Combined State..., Mutual Funds, Asset Allocation, Investment Strategies
Education
University of Iowa 2001 — 2005
Bachelor's degree, Economics
Montage Investments October 2014 - Present
Montage Investments July 2013 - October 2014
TD Ameritrade December 2007 - July 2013
Skills
Series 7, Series 66, Series 63, Uniform Combined State..., Mutual Funds, Asset Allocation, Investment Strategies
Education
University of Iowa 2001 — 2005
Bachelor's degree, Economics
Michael Loewe Michael Loewe's TD Ameritrade Experience April 1998 - May 2014
Job Wealth Management Advisor at Wealthquest
Industry Financial Services
Experience
Wealthquest July 2014 - Present
TD Ameritrade April 1998 - May 2014
Skills
Series 7, Series 9 & 10, Series 63, Series 66, CFS, Relationship Management, Sales, Account Management, Sales Process, Direct Sales, Sales Management...
Education
University of Cincinnati College of Business
Bachelor of Science (BS), Business Administration and Management, General
Wealthquest July 2014 - Present
TD Ameritrade April 1998 - May 2014
Skills
Series 7, Series 9 & 10, Series 63, Series 66, CFS, Relationship Management, Sales, Account Management, Sales Process, Direct Sales, Sales Management...
Education
University of Cincinnati College of Business
Bachelor of Science (BS), Business Administration and Management, General
Kristoffer Nequin Kristoffer Nequin's TD Ameritrade Experience January 2001 - August 2001
Job Relationship Manager at Allstate Financial
Industry Financial Services
Experience
Allstate Financial May 2010 - Present
US Road Sports & Entertainment Group June 2013 - November 2013
Allstate Financial November 2008 - May 2010
Allstate Financial September 2006 - November 2008
Allstate Financial August 2005 - September 2006
Landa Designs February 2004 - February 2005
American Family Insurance September 2001 - January 2004
TD Ameritrade January 2001 - August 2001
Skills
Insurance, Customer Service, Compliance, Business Relationship..., Fixed Annuities, Series 63, Life Insurance, Mutual Funds, Series 6, Financial Services, Relationship Management, Securities, Retirement, Variable Annuities, Marketing, Management, Strategy, Portfolio Management, Banking, CRM, Training, Sales, Analysis, Program Management
Education
University of Illinois at Chicago 1997 — 2000
BA, Communication
Allstate Financial May 2010 - Present
US Road Sports & Entertainment Group June 2013 - November 2013
Allstate Financial November 2008 - May 2010
Allstate Financial September 2006 - November 2008
Allstate Financial August 2005 - September 2006
Landa Designs February 2004 - February 2005
American Family Insurance September 2001 - January 2004
TD Ameritrade January 2001 - August 2001
Skills
Insurance, Customer Service, Compliance, Business Relationship..., Fixed Annuities, Series 63, Life Insurance, Mutual Funds, Series 6, Financial Services, Relationship Management, Securities, Retirement, Variable Annuities, Marketing, Management, Strategy, Portfolio Management, Banking, CRM, Training, Sales, Analysis, Program Management
Education
University of Illinois at Chicago 1997 — 2000
BA, Communication
Devarajan Veeravalli Srinivasan Devarajan Veeravalli Srinivasan's TD Ameritrade Experience March 2008 - February 2012
Job ManagerProjects at Cognizant Technology Solutions
Industry Information Technology and Services
Experience
Cognizant Technology Solutions April 2014 - Present
TD Ameritrade March 2008 - February 2012
Morgan Stanley March 2007 - February 2008
Hess Corporation September 2006 - February 2007
Wallenius Wilhelmsen Lines December 2003 - August 2006
Skills
MUMPS, SQL, Autosys, Sybase, Unix, PowerBuilder, SQL Server, PL/SQL, Shell Scripting, Unix Shell Scripting, Oracle SQL, Oracle, Databases, Microsoft SQL Server, Java Enterprise Edition
Education
University of Madras 2000 — 2003
B.E., Electronics and Communications
Dr.RKGBHS School,Tiruttani 1990 — 1999
10th, Mathematics
Cognizant Technology Solutions April 2014 - Present
TD Ameritrade March 2008 - February 2012
Morgan Stanley March 2007 - February 2008
Hess Corporation September 2006 - February 2007
Wallenius Wilhelmsen Lines December 2003 - August 2006
Skills
MUMPS, SQL, Autosys, Sybase, Unix, PowerBuilder, SQL Server, PL/SQL, Shell Scripting, Unix Shell Scripting, Oracle SQL, Oracle, Databases, Microsoft SQL Server, Java Enterprise Edition
Education
University of Madras 2000 — 2003
B.E., Electronics and Communications
Dr.RKGBHS School,Tiruttani 1990 — 1999
10th, Mathematics
Laura Linhart, CISM, PMP, PMI-RMP Laura Linhart, CISM, PMP, PMI-RMP's TD Ameritrade Experience April 2008 - 2013
Job Senior Manager, Senior Consultant
Industry Financial Services
Experience
Bellevue University December 2013 - 2014
TD Ameritrade April 2008 - 2013
PMI Heartland Chapter January 2008 - December 2011
The Pet Nanny 2003 - 2010
TD Ameritrade 2008 - 2009
American National Bank 2007 - 2008
Contract Staffing Specialists 2006 - 2007
Laura Linhart Consulting 2003 - 2006
First National Bank of Omaha 1989 - 2003
Cole Taylor Financial Group 1986 - 1988
Skills
PMP, Team Building, Compliance, Security, Integration, Vendor Management, Risk Management, SDLC, Project Planning, Risk Mitigation, Disaster Recovery, Project Portfolio..., Management, Project Management, Visio, Program Management, Information Security..., Business Analysis, Information Security, Process Improvement, Governance, Software Project..., Risk Assessment, MS Project, Business Continuity, Requirements Analysis, Leadership, Change Management, Security Awareness, IT Strategy, Vulnerability Assessment, IT Management, Training, Information Technology, IT Audit, Business Process..., Enterprise Architecture, CISSP, PCI DSS, Requirements Gathering
Education
University of Illinois at Chicago
BA
Western Michigan University
Bellevue University December 2013 - 2014
TD Ameritrade April 2008 - 2013
PMI Heartland Chapter January 2008 - December 2011
The Pet Nanny 2003 - 2010
TD Ameritrade 2008 - 2009
American National Bank 2007 - 2008
Contract Staffing Specialists 2006 - 2007
Laura Linhart Consulting 2003 - 2006
First National Bank of Omaha 1989 - 2003
Cole Taylor Financial Group 1986 - 1988
Skills
PMP, Team Building, Compliance, Security, Integration, Vendor Management, Risk Management, SDLC, Project Planning, Risk Mitigation, Disaster Recovery, Project Portfolio..., Management, Project Management, Visio, Program Management, Information Security..., Business Analysis, Information Security, Process Improvement, Governance, Software Project..., Risk Assessment, MS Project, Business Continuity, Requirements Analysis, Leadership, Change Management, Security Awareness, IT Strategy, Vulnerability Assessment, IT Management, Training, Information Technology, IT Audit, Business Process..., Enterprise Architecture, CISSP, PCI DSS, Requirements Gathering
Education
University of Illinois at Chicago
BA
Western Michigan University
Ade Olumide Ade Olumide's TD Ameritrade Experience March 2005 - December 2011
Job Senior J2EE/Java Developer @ Medifast
Industry Pharmaceuticals
Experience
Medifast September 2012 - Present
Photos By Ade LLC June 2009 - Present
TD Ameritrade March 2005 - December 2011
Sogeti (formerly Cap Gemini) 1999 - 2005
Tara Systems April 1995 - November 1996
AT&T GIS February 1994 - February 1995
Skills
Unix, SDLC, Oracle, Enterprise Architecture, Java Enterprise Edition, Spring, Java, Software Development, Eclipse, Linux, Unix Shell Scripting, Agile Methodologies, SOA, Servers, Operating Systems, Hibernate, Web Services, SQL, Requirements Analysis, XML, Tomcat
Education
University of Maryland Baltimore County 1997 — 1998
M.Sc., Information Systems
University of Ibadan 1990 — 1994
B.Sc., Computer Science
Medifast September 2012 - Present
Photos By Ade LLC June 2009 - Present
TD Ameritrade March 2005 - December 2011
Sogeti (formerly Cap Gemini) 1999 - 2005
Tara Systems April 1995 - November 1996
AT&T GIS February 1994 - February 1995
Skills
Unix, SDLC, Oracle, Enterprise Architecture, Java Enterprise Edition, Spring, Java, Software Development, Eclipse, Linux, Unix Shell Scripting, Agile Methodologies, SOA, Servers, Operating Systems, Hibernate, Web Services, SQL, Requirements Analysis, XML, Tomcat
Education
University of Maryland Baltimore County 1997 — 1998
M.Sc., Information Systems
University of Ibadan 1990 — 1994
B.Sc., Computer Science
Brandon Powers's TD Ameritrade Experience September 2007 - October 2012
Job CTO at MobileMedTek
Industry Computer Software
Experience
MobileMedTek March 2014 - Present
LensFactory September 2013 - Present
SwanPowers, LLC September 2012 - September 2013
TD Ameritrade September 2007 - October 2012
ERS Solutions October 2006 - August 2007
SHPS May 2006 - October 2006
Optical Dynamics February 2005 - May 2006
ERS Solutions July 2002 - January 2005
Skills
JavaScript, AJAX, CSS, C#, Web Development, Web Applications, jQuery, .NET, Agile Methodologies, XML, Microsoft SQL Server, Software Development, SQL, Start-ups, Management, HTML, Web Services, Databases
Education
University of Louisville 2003 — 2005
Computer Engineering / Computer Science
MobileMedTek March 2014 - Present
LensFactory September 2013 - Present
SwanPowers, LLC September 2012 - September 2013
TD Ameritrade September 2007 - October 2012
ERS Solutions October 2006 - August 2007
SHPS May 2006 - October 2006
Optical Dynamics February 2005 - May 2006
ERS Solutions July 2002 - January 2005
Skills
JavaScript, AJAX, CSS, C#, Web Development, Web Applications, jQuery, .NET, Agile Methodologies, XML, Microsoft SQL Server, Software Development, SQL, Start-ups, Management, HTML, Web Services, Databases
Education
University of Louisville 2003 — 2005
Computer Engineering / Computer Science
Daniel Rascoe, MSF's TD Ameritrade Experience April 2015 - Present
Job Investment Consultant
Industry Financial Services
Experience
TD Ameritrade April 2015 - Present
TradeKing August 2012 - April 2015
New York Life Insurance Company January 2011 - May 2011
BB&T Investment Services November 2007 - January 2009
Broker Dealer Investments October 2006 - November 2007
North American Clearing Inc September 2006 - October 2006
Walker Rose Inc October 2003 - November 2005
Hamershlag, Dodeles & Co September 2002 - October 2003
Cathay Financial July 1998 - February 2002
Fidelity Capital Markets August 1997 - July 1998
Skills
Securities, Equities, Trading, Investments, Series 7, Derivatives, Options, Bloomberg, Hedge Funds, Equity Trading, Bonds, Mergers & Acquisitions, Mutual Funds, Series 63, Asset Management, Fixed Income, Portfolio Management, Finance, Series 66, Series 24
Education
University of Illinois at Urbana-Champaign 1990 — 1992
M.S., Finance
Western Kentucky University 1986 — 1990
B.S., Finance
TD Ameritrade April 2015 - Present
TradeKing August 2012 - April 2015
New York Life Insurance Company January 2011 - May 2011
BB&T Investment Services November 2007 - January 2009
Broker Dealer Investments October 2006 - November 2007
North American Clearing Inc September 2006 - October 2006
Walker Rose Inc October 2003 - November 2005
Hamershlag, Dodeles & Co September 2002 - October 2003
Cathay Financial July 1998 - February 2002
Fidelity Capital Markets August 1997 - July 1998
Skills
Securities, Equities, Trading, Investments, Series 7, Derivatives, Options, Bloomberg, Hedge Funds, Equity Trading, Bonds, Mergers & Acquisitions, Mutual Funds, Series 63, Asset Management, Fixed Income, Portfolio Management, Finance, Series 66, Series 24
Education
University of Illinois at Urbana-Champaign 1990 — 1992
M.S., Finance
Western Kentucky University 1986 — 1990
B.S., Finance
Mark Leja, CFA, CAIA's TD Ameritrade Experience September 2000 - August 2001
Job Senior Analyst, Investments at Aon
Industry Financial Services
Experience
Aon August 2013 - Present
Geneva Investment Management May 2011 - August 2013
Morgan Stanley Smith Barney March 2006 - May 2011
Graystone Institutional Consulting May 2004 - March 2006
Citibank September 2001 - May 2004
TD Ameritrade September 2000 - August 2001
Skills
Asset Allocation, Investments, Portfolio Management, Investment Management, Series 7, Strategic Financial..., Series 63, Capital Markets, Financial Analysis, Financial Advisory, Trading, Competitive Analysis, Mutual Funds, Wealth Management, Investment Advisory, Alternative Investments, Investment Strategies, Morningstar, Financial Services, Finance, Asset Management, Equities
Education
University of Illinois at Chicago 1996 — 2001
BS, Finance
Benet Academy
Aon August 2013 - Present
Geneva Investment Management May 2011 - August 2013
Morgan Stanley Smith Barney March 2006 - May 2011
Graystone Institutional Consulting May 2004 - March 2006
Citibank September 2001 - May 2004
TD Ameritrade September 2000 - August 2001
Skills
Asset Allocation, Investments, Portfolio Management, Investment Management, Series 7, Strategic Financial..., Series 63, Capital Markets, Financial Analysis, Financial Advisory, Trading, Competitive Analysis, Mutual Funds, Wealth Management, Investment Advisory, Alternative Investments, Investment Strategies, Morningstar, Financial Services, Finance, Asset Management, Equities
Education
University of Illinois at Chicago 1996 — 2001
BS, Finance
Benet Academy
Catherine Reszka Catherine Reszka's TD Ameritrade Experience April 2013 - Present
Job Client Service Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2013 - Present
Terlato Wine Group September 2011 - March 2013
Glen Ellyn Storage Corp.(Agent of Mayflower Transit) March 2009 - September 2011
Education
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor of Arts (B.A.), Finance
East Leyden 2000 — 2004
High School
TD Ameritrade April 2013 - Present
Terlato Wine Group September 2011 - March 2013
Glen Ellyn Storage Corp.(Agent of Mayflower Transit) March 2009 - September 2011
Education
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor of Arts (B.A.), Finance
East Leyden 2000 — 2004
High School
Kattiana Guzman Kattiana Guzman's TD Ameritrade Experience January 2014 - Present
Job Consultant, Total Rewards at TD Ameritrade
Industry Human Resources
Experience
TD Ameritrade January 2014 - Present
TD Ameritrade February 2012 - January 2014
Cengage Learning November 2008 - February 2012
Océ North America June 2007 - November 2008
University of Connecticut August 2006 - May 2007
Skills
ADP, Attention To Detail, Bilingual-Spanish, Building Relationships, Change Management, Compensation, Consultation, Data Analysis, Data Integrity, Data Interpretation, Discretion, Dual Focus, Excel, Mergers, Multitasker, Organizational..., Organized, PeopleSoft, PowerPoint, Process Improvement, Strong quantitative and..., Team Oriented, Teamwork, Deferred Compensation, ADP Payroll, Talent Acquisition, Microsoft Excel, Benefits Administration, Team-oriented, New Hire Orientations, Mergers & Acquisitions
Education
The University of Connecticut 2008 — 2013
Master's, Human Resources Management
The University of Connecticut 2003 — 2007
Bachelor, Human Resources & Interpersonal Relationships
TD Ameritrade January 2014 - Present
TD Ameritrade February 2012 - January 2014
Cengage Learning November 2008 - February 2012
Océ North America June 2007 - November 2008
University of Connecticut August 2006 - May 2007
Skills
ADP, Attention To Detail, Bilingual-Spanish, Building Relationships, Change Management, Compensation, Consultation, Data Analysis, Data Integrity, Data Interpretation, Discretion, Dual Focus, Excel, Mergers, Multitasker, Organizational..., Organized, PeopleSoft, PowerPoint, Process Improvement, Strong quantitative and..., Team Oriented, Teamwork, Deferred Compensation, ADP Payroll, Talent Acquisition, Microsoft Excel, Benefits Administration, Team-oriented, New Hire Orientations, Mergers & Acquisitions
Education
The University of Connecticut 2008 — 2013
Master's, Human Resources Management
The University of Connecticut 2003 — 2007
Bachelor, Human Resources & Interpersonal Relationships
John Verhage's TD Ameritrade Experience August 2010 - February 2015
Job Institutional Correspondence Review Principal at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2010 - February 2015
TD Ameritrade June 2008 - August 2010
TD Ameritrade January 2006 - September 2007
TD Waterhouse June 1998 - January 2006
Jack White & Company September 1990 - June 1998
Skills
Financial Planning, Retirement, Investments, Portfolio Management, Strategic Financial..., Financial Advisory, Mutual Funds, Series 63, Banking, Wealth Management, Series 7, Risk Management, Asset Allocation, Financial Services, FINRA, Uniform Combined State..., Securities, Equities
Education
University of Colorado Boulder
Bachelor of Science in Business Administration, Triple Major: International Business-Marketing-Finance
TD Ameritrade August 2010 - February 2015
TD Ameritrade June 2008 - August 2010
TD Ameritrade January 2006 - September 2007
TD Waterhouse June 1998 - January 2006
Jack White & Company September 1990 - June 1998
Skills
Financial Planning, Retirement, Investments, Portfolio Management, Strategic Financial..., Financial Advisory, Mutual Funds, Series 63, Banking, Wealth Management, Series 7, Risk Management, Asset Allocation, Financial Services, FINRA, Uniform Combined State..., Securities, Equities
Education
University of Colorado Boulder
Bachelor of Science in Business Administration, Triple Major: International Business-Marketing-Finance
Jonathan Reaves's TD Ameritrade Experience January 2007 - January 2008
Job Trader at Traders Capital LLC.
Industry Financial Services
Experience
PNC April 2011 - August 2012
J.W. Reaves & Co April 2011 - August 2012
PNC Bank January 2011 - August 2012
Traders Capital LLC. September 2009 - July 2010
GH 2008 - 2009
TD Ameritrade January 2007 - January 2008
TD 2007 - 2008
Edward Jones Investments January 2006 - January 2007
Edward Jones 2006 - 2007
Cook County January 2005 - January 2006
Skills
Series 7, Investments, Securities, Uniform Combined State..., Financial Analysis, Equities, Series 63, Mutual Funds, Wealth Management, Retirement Planning, Portfolio Management, Investment Advisory, Banking, Finance, Risk Management, Trading
Education
University of Illinois 1994 — 1998
Bachelor of Science, Psychology
University of Illinois 1994 — 1998
Bachelor of Art, Philosophy
University of Illinois at Urbana-Champaign 1994 — 1998
B.S. B.A., Psychology Philosophy
PNC April 2011 - August 2012
J.W. Reaves & Co April 2011 - August 2012
PNC Bank January 2011 - August 2012
Traders Capital LLC. September 2009 - July 2010
GH 2008 - 2009
TD Ameritrade January 2007 - January 2008
TD 2007 - 2008
Edward Jones Investments January 2006 - January 2007
Edward Jones 2006 - 2007
Cook County January 2005 - January 2006
Skills
Series 7, Investments, Securities, Uniform Combined State..., Financial Analysis, Equities, Series 63, Mutual Funds, Wealth Management, Retirement Planning, Portfolio Management, Investment Advisory, Banking, Finance, Risk Management, Trading
Education
University of Illinois 1994 — 1998
Bachelor of Science, Psychology
University of Illinois 1994 — 1998
Bachelor of Art, Philosophy
University of Illinois at Urbana-Champaign 1994 — 1998
B.S. B.A., Psychology Philosophy
Dwanna Felton, MBA's TD Ameritrade Experience January 2011 - Present
Job Payroll/Operations Analyst, AT&T
Industry Telecommunications
Experience
TD Ameritrade January 2011 - Present
AT&T December 2007 - September 2009
AT&T April 2004 - September 2009
AT&T May 2005 - December 2007
AT&T April 2004 - May 2005
University of Louisiana August 2000 - December 2003
Education
University Louisiana at Lafayette - 2003
Bachelor of Science, Finance
University of Louisiana at Lafayette
MBA
TD Ameritrade January 2011 - Present
AT&T December 2007 - September 2009
AT&T April 2004 - September 2009
AT&T May 2005 - December 2007
AT&T April 2004 - May 2005
University of Louisiana August 2000 - December 2003
Education
University Louisiana at Lafayette - 2003
Bachelor of Science, Finance
University of Louisiana at Lafayette
MBA
Anna Buchiere Anna Buchiere's TD Ameritrade Experience September 2009 - March 2012
Job Manager, Indirect Tax at Expedia
Industry Leisure, Travel & Tourism
Experience
Expedia March 2015 - Present
Expedia, Inc. March 2014 - March 2015
Expedia, Inc. March 2012 - March 2014
TD Ameritrade September 2009 - March 2012
University of Idaho December 2008 - May 2009
Brighton Jones June 2008 - August 2008
Skills
Financial Analysis, Microsoft Excel, Analysis, Investments, Accounting, Time Management
Education
University of Idaho 2005 — 2009
B.Sci, Finance, Accounting
Expedia March 2015 - Present
Expedia, Inc. March 2014 - March 2015
Expedia, Inc. March 2012 - March 2014
TD Ameritrade September 2009 - March 2012
University of Idaho December 2008 - May 2009
Brighton Jones June 2008 - August 2008
Skills
Financial Analysis, Microsoft Excel, Analysis, Investments, Accounting, Time Management
Education
University of Idaho 2005 — 2009
B.Sci, Finance, Accounting
Damon Pavlatos Damon Pavlatos's TD Ameritrade Experience August 2010 - September 2011
Job Chief Executive Officer
Industry Financial Services
Experience
Future Path Trading LLC and PhotonTrader March 2012 - Present
TD Ameritrade August 2010 - September 2011
FuturePath Trading,LLC February 2000 - August 2010
Education
University of Illinois at Chicago 1974 — 1978
Business
Future Path Trading LLC and PhotonTrader March 2012 - Present
TD Ameritrade August 2010 - September 2011
FuturePath Trading,LLC February 2000 - August 2010
Education
University of Illinois at Chicago 1974 — 1978
Business
William McIntosh's TD Ameritrade Experience November 2009 - Present
Job Investment Consultant
Industry Financial Services
Experience
TD Ameritrade November 2009 - Present
ToY Loft HOA October 2014 - Present
Morgan Stanley November 2000 - July 2008
Donaldson, Lufkin & Jenrette August 1999 - November 2000
Open Door Theater 1994 - 1999
Skills
Financial Planning, Series 66, Series 7, Retirement Planning, Series 65, Client Relations
Education
University of Colorado Boulder 1989 — 1993
BFA, Performance
DePaul University
TD Ameritrade November 2009 - Present
ToY Loft HOA October 2014 - Present
Morgan Stanley November 2000 - July 2008
Donaldson, Lufkin & Jenrette August 1999 - November 2000
Open Door Theater 1994 - 1999
Skills
Financial Planning, Series 66, Series 7, Retirement Planning, Series 65, Client Relations
Education
University of Colorado Boulder 1989 — 1993
BFA, Performance
DePaul University
Mike Doss's TD Ameritrade Experience March 2003 - February 2006
Job West Coast Advisor Sales at Motif Investing
Industry Financial Services
Experience
Motif Investing March 2015 - Present
Schwab Advisor Services March 2011 - December 2014
Pershing Advisor Solutions June 2009 - March 2011
Raymond James Financial February 2006 - June 2009
TD Ameritrade March 2003 - February 2006
Skills
Series 7, Financial Services, Asset Management, Series 63, Business Development, Investments, Wealth Management, Mutual Funds, Portfolio Management, Securities, Equities, Alternative Investments, Strategy, Investment Advisory..., Asset Allocation
Education
University of Kentucky
Corporate Communications
Western Kentucky University
BA, Corporate Communications
Motif Investing March 2015 - Present
Schwab Advisor Services March 2011 - December 2014
Pershing Advisor Solutions June 2009 - March 2011
Raymond James Financial February 2006 - June 2009
TD Ameritrade March 2003 - February 2006
Skills
Series 7, Financial Services, Asset Management, Series 63, Business Development, Investments, Wealth Management, Mutual Funds, Portfolio Management, Securities, Equities, Alternative Investments, Strategy, Investment Advisory..., Asset Allocation
Education
University of Kentucky
Corporate Communications
Western Kentucky University
BA, Corporate Communications
Susan Paulsen Moller Susan Paulsen Moller's TD Ameritrade Experience November 2013 - Present
Job User Experience Strategy and Product Design, Financial Services
Industry Internet
Experience
TD Ameritrade November 2013 - Present
Paltalk August 2013 - November 2013
Bloomberg February 2012 - August 2013
User Experience and Product Design Consulting October 2007 - September 2012
Knowledgent Group 2010 - February 2012
Standard & Poor's May 2005 - October 2007
BusinessEdge Solutions March 2002 - May 2005
iXL August 1998 - January 2002
Renaissance Interactive February 1997 - August 1998
Premier Internet October 1995 - February 1997
Skills
User Experience, Information Architecture, User-centered Design, Interaction Design, Usability Testing, User Research, Usability, Wireframes, User Experience Design, User Interface Design, Human Computer..., Experience Design, Agile Methodologies, Creative Direction, Visual Design, User Scenarios, Analytics, Persona, Content Strategy, Strategy, Design Thinking, Rapid Prototyping, Adobe Creative Suite, Information Design, User Experience Strategy, Concept Design, Digital Strategy, Mobile Applications, Management, Mobile Devices, Wearable Computing, Apple Watch, Android Watch
Education
University of Cincinnati 1991 — 1995
Bachelor’s Degree
TD Ameritrade November 2013 - Present
Paltalk August 2013 - November 2013
Bloomberg February 2012 - August 2013
User Experience and Product Design Consulting October 2007 - September 2012
Knowledgent Group 2010 - February 2012
Standard & Poor's May 2005 - October 2007
BusinessEdge Solutions March 2002 - May 2005
iXL August 1998 - January 2002
Renaissance Interactive February 1997 - August 1998
Premier Internet October 1995 - February 1997
Skills
User Experience, Information Architecture, User-centered Design, Interaction Design, Usability Testing, User Research, Usability, Wireframes, User Experience Design, User Interface Design, Human Computer..., Experience Design, Agile Methodologies, Creative Direction, Visual Design, User Scenarios, Analytics, Persona, Content Strategy, Strategy, Design Thinking, Rapid Prototyping, Adobe Creative Suite, Information Design, User Experience Strategy, Concept Design, Digital Strategy, Mobile Applications, Management, Mobile Devices, Wearable Computing, Apple Watch, Android Watch
Education
University of Cincinnati 1991 — 1995
Bachelor’s Degree
Cristine Shipman Cristine Shipman's TD Ameritrade Experience June 2013 - August 2013
Job Project Controls Specialist
Industry Financial Services
Experience
Gulf Interstate Engineering June 2014 - Present
C.T. Bauer College of Business January 2012 - December 2013
TD Ameritrade June 2013 - August 2013
Highpoint Insurance December 2012 - March 2013
South Texas Foot Specialist June 2012 - August 2012
Gulf Interstate Engineering May 2011 - August 2011
Skills
Teamwork, Project Management, Customer Service, Microsoft Office, CRM, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Sales, Facebook, Training, Marketing, Social Networking, Team Building, Outlook, Public Speaking, Team Leadership, Leadership, Salesforce.com, Sales Management, Cold Calling, Access, Event Planning, Time Management, Data Entry
Education
University of Houston 2010 — 2013
Bachelor of Business Administration (BBA), Finance, General
Gulf Interstate Engineering June 2014 - Present
C.T. Bauer College of Business January 2012 - December 2013
TD Ameritrade June 2013 - August 2013
Highpoint Insurance December 2012 - March 2013
South Texas Foot Specialist June 2012 - August 2012
Gulf Interstate Engineering May 2011 - August 2011
Skills
Teamwork, Project Management, Customer Service, Microsoft Office, CRM, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Sales, Facebook, Training, Marketing, Social Networking, Team Building, Outlook, Public Speaking, Team Leadership, Leadership, Salesforce.com, Sales Management, Cold Calling, Access, Event Planning, Time Management, Data Entry
Education
University of Houston 2010 — 2013
Bachelor of Business Administration (BBA), Finance, General
Scott McCoid, CFP® Scott McCoid, CFP®'s TD Ameritrade Experience October 2011 - Present
Job Senior Program Manager
Industry Financial Services
Experience
TD Ameritrade October 2011 - Present
TD Ameritrade March 2010 - October 2011
RBC Wealth Management January 2004 - March 2010
Micropath Inc July 1999 - July 2003
Physician Sales & Service November 1992 - July 1999
Skills
Insurance, Investments, Wealth Management, Series 7, Program Management, Time Management, Finance, Agile Project Management, Certified Financial..., Analytics, Marketing Strategy, Leadership, Strategic Planning, Technology, Data Visualization, Project Management, Mutual Funds, Risk Management, Retirement Planning, Securities, Strategic Financial..., Portfolio Management, Relationship Management, Financial Analysis, Asset Management, Executive Management, Series 63, Financial Advisory, Investment Advisory, Estate Planning, Banking
Education
University of Idaho 1987 — 1992
BS, Business
McCall Donnelly 1983 — 1987
McCall 1982 — 1987
TD Ameritrade October 2011 - Present
TD Ameritrade March 2010 - October 2011
RBC Wealth Management January 2004 - March 2010
Micropath Inc July 1999 - July 2003
Physician Sales & Service November 1992 - July 1999
Skills
Insurance, Investments, Wealth Management, Series 7, Program Management, Time Management, Finance, Agile Project Management, Certified Financial..., Analytics, Marketing Strategy, Leadership, Strategic Planning, Technology, Data Visualization, Project Management, Mutual Funds, Risk Management, Retirement Planning, Securities, Strategic Financial..., Portfolio Management, Relationship Management, Financial Analysis, Asset Management, Executive Management, Series 63, Financial Advisory, Investment Advisory, Estate Planning, Banking
Education
University of Idaho 1987 — 1992
BS, Business
McCall Donnelly 1983 — 1987
McCall 1982 — 1987
Chris Ridings Chris Ridings's TD Ameritrade Experience January 2012 - November 2012
Job Sr. Director, Planning & Guidance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2012 - Present
TD Ameritrade January 2012 - November 2012
TD Ameritrade November 2010 - January 2012
TD Ameritrade July 2008 - November 2010
TD Ameritrade January 2005 - July 2008
Merrill Lynch January 2004 - January 2005
Skills
Sales, Sales Process, Sales Management, Coaching, Change Management, Experienced Sales..., Sales Operations, Financial Services, Series 4, Series 7, Series 24, Series 66, Training, Management Coaching, Strategy, Investments, High Performance Teams, Management, Leadership, Customer Service, Risk Management, Retirement Planning, Portfolio Management, Human Resources, Wealth Management, Call Centers, Investment Advisory, Relationship Management, Strategic Financial...
Education
University of Florida - Warrington College Of Business 2000 — 2003
Bachelor of Science (BS), Accounting
Fidelity Investments November 2012 - Present
TD Ameritrade January 2012 - November 2012
TD Ameritrade November 2010 - January 2012
TD Ameritrade July 2008 - November 2010
TD Ameritrade January 2005 - July 2008
Merrill Lynch January 2004 - January 2005
Skills
Sales, Sales Process, Sales Management, Coaching, Change Management, Experienced Sales..., Sales Operations, Financial Services, Series 4, Series 7, Series 24, Series 66, Training, Management Coaching, Strategy, Investments, High Performance Teams, Management, Leadership, Customer Service, Risk Management, Retirement Planning, Portfolio Management, Human Resources, Wealth Management, Call Centers, Investment Advisory, Relationship Management, Strategic Financial...
Education
University of Florida - Warrington College Of Business 2000 — 2003
Bachelor of Science (BS), Accounting
Tim Bayee, CIMA®'s TD Ameritrade Experience July 2012 - September 2012
Job Associate | Institutional Investments at First Trust Advisors
Industry Financial Services
Experience
First Trust September 2014 - Present
First Trust Portfolios L.P. September 2012 - September 2014
TD Ameritrade July 2012 - September 2012
Northwestern Mutual October 2011 - July 2012
Multi-Funds, Inc March 2009 - 2011
Van Kampen Investments July 2002 - November 2008
ATEL SECURITIES January 2001 - January 2002
Van Kampen Investments January 1998 - January 2001
WHEELS, INC January 1996 - January 1998
Skills
Separately Managed..., Mutual Funds, Series 63, Series 7, ETFs, Asset Allocation, Alternative Investments, Series 65, Investment Strategies, Series 6, Asset Managment, Investment Advisory, Securities, Finance, Investments, Wealth Management, Retirement Planning, Asset Management, Uniform Combined State...
Education
University of Illinois at Urbana-Champaign - College of Business 1993 — 1995
Bachelor of Arts, Accounting
Wheaton North
First Trust September 2014 - Present
First Trust Portfolios L.P. September 2012 - September 2014
TD Ameritrade July 2012 - September 2012
Northwestern Mutual October 2011 - July 2012
Multi-Funds, Inc March 2009 - 2011
Van Kampen Investments July 2002 - November 2008
ATEL SECURITIES January 2001 - January 2002
Van Kampen Investments January 1998 - January 2001
WHEELS, INC January 1996 - January 1998
Skills
Separately Managed..., Mutual Funds, Series 63, Series 7, ETFs, Asset Allocation, Alternative Investments, Series 65, Investment Strategies, Series 6, Asset Managment, Investment Advisory, Securities, Finance, Investments, Wealth Management, Retirement Planning, Asset Management, Uniform Combined State...
Education
University of Illinois at Urbana-Champaign - College of Business 1993 — 1995
Bachelor of Arts, Accounting
Wheaton North
Patrick Groh's TD Ameritrade Experience April 2007 - 2009
Job Wealth Management at USAA Investment Management Company
Industry Investment Management
Experience
USAA Investment Management Company June 2011 - Present
Anthem Blue Cross Blue Shield June 2009 - June 2011
TD Ameritrade April 2007 - 2009
Fidelity Investments October 1997 - April 2007
Education
University of Evansville 1986 — 1990
BS, Mathematics-Secondary Education
USAA Investment Management Company June 2011 - Present
Anthem Blue Cross Blue Shield June 2009 - June 2011
TD Ameritrade April 2007 - 2009
Fidelity Investments October 1997 - April 2007
Education
University of Evansville 1986 — 1990
BS, Mathematics-Secondary Education
Christopher Keathley's TD Ameritrade Experience June 2014 - February 2015
Job Junior Buyer at Presstran Industries
Industry Automotive
Experience
Presstran Industries February 2015 - Present
TD Ameritrade June 2014 - February 2015
TD Ameritrade October 2011 - June 2014
Skills
Series 7, Series 63, Canadian Securities..., Equities
Education
University of Guelph 2007 — 2011
Bachelor of Commerce Honours, Human Resources Management
Presstran Industries February 2015 - Present
TD Ameritrade June 2014 - February 2015
TD Ameritrade October 2011 - June 2014
Skills
Series 7, Series 63, Canadian Securities..., Equities
Education
University of Guelph 2007 — 2011
Bachelor of Commerce Honours, Human Resources Management
Gary Grossman Jr's TD Ameritrade Experience April 2015 - Present
Job Enterprise Project Manager II at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade April 2015 - Present
JPMorgan Chase August 2014 - April 2015
JPMorgan Chase October 2012 - August 2014
JP Morgan Chase February 2011 - October 2012
JPMorgan Chase January 2010 - February 2011
JPMorgan Chase July 2009 - December 2009
JPMorgan Chase January 2009 - June 2009
JPMorgan Chase July 2008 - December 2008
Skills
Project Management, Business Analysis, SDLC, Program Management, Process Improvement, Vendor Management, Visio, Risk Management, MS Project, Change Management, Software Project..., Business Requirements, Management, PMO, Requirements Gathering, Requirements Analysis, PMP
Education
University of Delaware 2004 — 2008
BS, Management Information Systems
TD Ameritrade April 2015 - Present
JPMorgan Chase August 2014 - April 2015
JPMorgan Chase October 2012 - August 2014
JP Morgan Chase February 2011 - October 2012
JPMorgan Chase January 2010 - February 2011
JPMorgan Chase July 2009 - December 2009
JPMorgan Chase January 2009 - June 2009
JPMorgan Chase July 2008 - December 2008
Skills
Project Management, Business Analysis, SDLC, Program Management, Process Improvement, Vendor Management, Visio, Risk Management, MS Project, Change Management, Software Project..., Business Requirements, Management, PMO, Requirements Gathering, Requirements Analysis, PMP
Education
University of Delaware 2004 — 2008
BS, Management Information Systems
William Ostruzka William Ostruzka's TD Ameritrade Experience 2008 - 2013
Job Financial Services
Industry Financial Services
Experience
Charles Schwab 2014 - Present
Morgan Stanley Wealth Management 2013 - June 2014
TD Ameritrade 2008 - 2013
David Lerner Associates, Inc. January 2007 - January 2008
Skills
Investments, Finance, Series 7, Wealth Management, Mutual Funds, Series 63, Retirement Planning, Investment Advisory, Portfolio Management, Investment Strategies, Fixed Income, Variable Annuities, Hedge Funds
Education
The University of Connecticut
Charles Schwab 2014 - Present
Morgan Stanley Wealth Management 2013 - June 2014
TD Ameritrade 2008 - 2013
David Lerner Associates, Inc. January 2007 - January 2008
Skills
Investments, Finance, Series 7, Wealth Management, Mutual Funds, Series 63, Retirement Planning, Investment Advisory, Portfolio Management, Investment Strategies, Fixed Income, Variable Annuities, Hedge Funds
Education
The University of Connecticut
Rachael Turner's TD Ameritrade Experience September 2008 - February 2014
Job Business Manager & Entrepreneur
Industry Accounting
Experience
Private Company November 2014 - Present
Non-Profit June 2013 - Present
Rosemint Inc. February 2013 - Present
Northwestern Mutual January 2015 - June 2015
TD Ameritrade September 2008 - February 2014
thinkorswim September 2008 - February 2014
TCF Bank February 2008 - September 2008
TCF Bank September 2006 - February 2008
Skills
Finance, Financial Advisory, Banking, Retail Banking, Management, Account Management, Operations Management, Operational Planning, Brokerage, Broker-Dealer, Money Market, Anti Money Laundering, Compliance, Fraud, Fraud Detection, Staff Development, Procedure Development, Series 7, Series 24, Series 34, Series 3, Series 63, FINRA, Event Planning, Event Management, Organization, Organizational..., Team Building, Process Efficiency, Financial Services, Trading, Financial Analysis, Mutual Funds, Public Speaking, Securities, Strategic Planning, Marketing, Leadership, Social Media, PowerPoint, Nonprofits
Education
University of Illinois at Urbana-Champaign 2002 — 2006
Bachelor's Degree, Finance and Spanish
Private Company November 2014 - Present
Non-Profit June 2013 - Present
Rosemint Inc. February 2013 - Present
Northwestern Mutual January 2015 - June 2015
TD Ameritrade September 2008 - February 2014
thinkorswim September 2008 - February 2014
TCF Bank February 2008 - September 2008
TCF Bank September 2006 - February 2008
Skills
Finance, Financial Advisory, Banking, Retail Banking, Management, Account Management, Operations Management, Operational Planning, Brokerage, Broker-Dealer, Money Market, Anti Money Laundering, Compliance, Fraud, Fraud Detection, Staff Development, Procedure Development, Series 7, Series 24, Series 34, Series 3, Series 63, FINRA, Event Planning, Event Management, Organization, Organizational..., Team Building, Process Efficiency, Financial Services, Trading, Financial Analysis, Mutual Funds, Public Speaking, Securities, Strategic Planning, Marketing, Leadership, Social Media, PowerPoint, Nonprofits
Education
University of Illinois at Urbana-Champaign 2002 — 2006
Bachelor's Degree, Finance and Spanish
Mindy Wayman Mindy Wayman's TD Ameritrade Experience August 2008 - September 2013
Job Coach at Figure Skating Club Of Omaha
Industry Financial Services
Experience
Bancwest Corporation September 2013 - Present
Figure Skating Club Of Omaha July 2007 - Present
TD Ameritrade August 2008 - September 2013
Lake Effect FSC 2000 - 2007
Skills
Leadership, Management, Investments, Public Speaking, Strategy, Risk Management, Finance, Microsoft Word, Financial Services, Banking, Series 7, Series 63, Series 24, Series 66, CRPC, CRPS
Education
University of Nebraska at Omaha 1988 — 1989
Master's degree, Urban Education
University of Colorado Boulder 1983 — 1987
Bachelor's degree, History
Bancwest Corporation September 2013 - Present
Figure Skating Club Of Omaha July 2007 - Present
TD Ameritrade August 2008 - September 2013
Lake Effect FSC 2000 - 2007
Skills
Leadership, Management, Investments, Public Speaking, Strategy, Risk Management, Finance, Microsoft Word, Financial Services, Banking, Series 7, Series 63, Series 24, Series 66, CRPC, CRPS
Education
University of Nebraska at Omaha 1988 — 1989
Master's degree, Urban Education
University of Colorado Boulder 1983 — 1987
Bachelor's degree, History
Tim Pollard Tim Pollard's TD Ameritrade Experience June 2014 - August 2014
Job Analyst at Madison Capital Funding
Industry
Experience
Madison Capital Funding July 2015 - Present
TD Ameritrade June 2014 - August 2014
CBS Radio - 670 The Score May 2013 - August 2013
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor of Arts in Economics
Gustolab Institute 2014 — 2014
Madison Capital Funding July 2015 - Present
TD Ameritrade June 2014 - August 2014
CBS Radio - 670 The Score May 2013 - August 2013
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor of Arts in Economics
Gustolab Institute 2014 — 2014
Evan Byrne's TD Ameritrade Experience February 2014 - Present
Job Broker at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade February 2014 - Present
Blue Sushi Sake Grill June 2012 - December 2013
Skills
Growth Investing, Portfolio Management, Team Motivation, Project Planning, Suitability Analysis, Team Leadership, Options Strategies, Customer Service, Microsoft Office, Sales
Education
University of Nebraska at Omaha 2009 — 2014
University of Leeds 2011 — 2011
Economics
TD Ameritrade February 2014 - Present
Blue Sushi Sake Grill June 2012 - December 2013
Skills
Growth Investing, Portfolio Management, Team Motivation, Project Planning, Suitability Analysis, Team Leadership, Options Strategies, Customer Service, Microsoft Office, Sales
Education
University of Nebraska at Omaha 2009 — 2014
University of Leeds 2011 — 2011
Economics
Matthew Pajunen's TD Ameritrade Experience September 2011 - May 2012
Job Analyst 3, Forecasting & Analysis at Comcast Cable
Industry Financial Services
Experience
Comcast Cable May 2015 - Present
West Corporation September 2013 - May 2015
West Corporation June 2012 - September 2013
TD Ameritrade September 2011 - May 2012
Hy Vee May 2008 - September 2011
Skills
Customer Service, Data Analysis, Process Improvement, Workforce Management, Microsoft Office, Call Centers, Account Management, Research, Consulting, Forecasting, Creative Problem Solving, eWFM, Business Analysis, Capacity Planning, Scheduling, Team Work
Education
University of Iowa 2007 — 2011
Bachelor of Arts (B.A.), Economics
Comcast Cable May 2015 - Present
West Corporation September 2013 - May 2015
West Corporation June 2012 - September 2013
TD Ameritrade September 2011 - May 2012
Hy Vee May 2008 - September 2011
Skills
Customer Service, Data Analysis, Process Improvement, Workforce Management, Microsoft Office, Call Centers, Account Management, Research, Consulting, Forecasting, Creative Problem Solving, eWFM, Business Analysis, Capacity Planning, Scheduling, Team Work
Education
University of Iowa 2007 — 2011
Bachelor of Arts (B.A.), Economics
Paige Neill Paige Neill's TD Ameritrade Experience March 2012 - Present
Job Corporate Audit TdAmeritrade
Industry Accounting
Experience
TD Ameritrade March 2012 - Present
Hamilton & Associates, PC October 2010 - March 2012
Skills
Strategic Financial..., Financial Analysis
Education
University of Iowa 2006 — 2010
Bachelor of Accounting
TD Ameritrade March 2012 - Present
Hamilton & Associates, PC October 2010 - March 2012
Skills
Strategic Financial..., Financial Analysis
Education
University of Iowa 2006 — 2010
Bachelor of Accounting
Paul Fornataro's TD Ameritrade Experience December 2013 - Present
Job Private Client Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade December 2013 - Present
TDECU June 2013 - December 2013
Charles Schwab 2005 - 2013
TD Waterhouse 1999 - 2005
Skills
Securities, Mutual Funds, Fixed Income, Wealth Management, Strategic Financial..., Series 7, 9, 10, 63, 66, (AAMS) Accredited Asset..., (CRPS) Chartered..., (CRPC) Chartered..., Compliance, Retirement Planning, 401k, Equities, Investments, Portfolio Management, Investment Advisory, Asset Allocation, Asset Management, Financial Advisory, Investment Strategies, Risk Management
Education
University of Houston
Bachelor of Science, Business & Commerce, Major in Finance
TD Ameritrade December 2013 - Present
TDECU June 2013 - December 2013
Charles Schwab 2005 - 2013
TD Waterhouse 1999 - 2005
Skills
Securities, Mutual Funds, Fixed Income, Wealth Management, Strategic Financial..., Series 7, 9, 10, 63, 66, (AAMS) Accredited Asset..., (CRPS) Chartered..., (CRPC) Chartered..., Compliance, Retirement Planning, 401k, Equities, Investments, Portfolio Management, Investment Advisory, Asset Allocation, Asset Management, Financial Advisory, Investment Strategies, Risk Management
Education
University of Houston
Bachelor of Science, Business & Commerce, Major in Finance
Pete Goldman's TD Ameritrade Experience September 2011 - April 2014
Job Experienced sales professional
Industry Financial Services
Experience
Allstate Financial Services, LLC April 2014 - September 2014
TD Ameritrade September 2011 - April 2014
wells Fargo Advisors LLC August 2010 - August 2011
Virginia Asset Management September 2008 - December 2009
Wachovia Securities March 2003 - December 2007
Wachovia Securities, LLC 2002 - 2006
Fideltiy Investments 2000 - 2003
Anderson & Strudwick February 1998 - March 2000
Capital One January 1994 - February 1998
Skills
Finance, Investments, Retirement Planning, Series 7, Mutual Funds, Wealth Management, Financial Planning, Retirement, Leadership, Financial Services, Sales, Direct Sales, New Business Development, Account Management, Account Developement
Education
University of Louisiana at Monroe 1990 — 1993
Bachelor of Arts (B.A.), Education
Benedictine High School 1985 — 1989
Allstate Financial Services, LLC April 2014 - September 2014
TD Ameritrade September 2011 - April 2014
wells Fargo Advisors LLC August 2010 - August 2011
Virginia Asset Management September 2008 - December 2009
Wachovia Securities March 2003 - December 2007
Wachovia Securities, LLC 2002 - 2006
Fideltiy Investments 2000 - 2003
Anderson & Strudwick February 1998 - March 2000
Capital One January 1994 - February 1998
Skills
Finance, Investments, Retirement Planning, Series 7, Mutual Funds, Wealth Management, Financial Planning, Retirement, Leadership, Financial Services, Sales, Direct Sales, New Business Development, Account Management, Account Developement
Education
University of Louisiana at Monroe 1990 — 1993
Bachelor of Arts (B.A.), Education
Benedictine High School 1985 — 1989
Cam Fuller Cam Fuller's TD Ameritrade Experience August 2006 - August 2014
Job Director of Operations at Signal Securities
Industry Financial Services
Experience
Signal Securities October 2014 - Present
TD Ameritrade August 2006 - August 2014
TD Ameritrade January 2006 - August 2006
TD Ameritrade August 2002 - January 2006
H&H Chevrolet 1998 - 2002
Target June 1992 - December 1998
Skills
Leadership, Coaching, Activating, Customer Service, Call Centers, Management, Sales, Risk Management, Performance Management, Vendor Management, CRM, Training, Business Analysis, Insurance, Customer Retention, Analysis, Series 24, Team Leadership, Financial Analysis, Sales Management, Human Resources, Process Improvement, FINRA, Customer Satisfaction, Series 63, Program Management, Team Building, Recruiting, Strategy, Operations Management, Series 7, Salesforce.com, Banking, Strategic Planning, Account Management, Project Management, Leadership Development, Business Development, Change Management, Investments
Education
University of Iowa 1994 — 1998
English
Linn-Mar High School 1990 — 1994
Signal Securities October 2014 - Present
TD Ameritrade August 2006 - August 2014
TD Ameritrade January 2006 - August 2006
TD Ameritrade August 2002 - January 2006
H&H Chevrolet 1998 - 2002
Target June 1992 - December 1998
Skills
Leadership, Coaching, Activating, Customer Service, Call Centers, Management, Sales, Risk Management, Performance Management, Vendor Management, CRM, Training, Business Analysis, Insurance, Customer Retention, Analysis, Series 24, Team Leadership, Financial Analysis, Sales Management, Human Resources, Process Improvement, FINRA, Customer Satisfaction, Series 63, Program Management, Team Building, Recruiting, Strategy, Operations Management, Series 7, Salesforce.com, Banking, Strategic Planning, Account Management, Project Management, Leadership Development, Business Development, Change Management, Investments
Education
University of Iowa 1994 — 1998
English
Linn-Mar High School 1990 — 1994
Elijah Christensen Elijah Christensen's TD Ameritrade Experience September 2012 - August 2015
Job Branch Manager at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation August 2015 - Present
TD Ameritrade September 2012 - August 2015
Investools by TD Ameritrade April 2011 - August 2012
AXA Financial December 2007 - March 2011
Skills
Mutual Funds, Portfolio Management, Investment Advisory, Series 7, Asset Allocation, Investments, Securities, Equities, Wealth Management, Retirement Planning, Financial Planning, Risk Management, Management, FINRA, Financial Services
Education
University of Hawaii - College of Business Administration
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
University of Hawaii - Shidler College of Business
Bachelor's degree, Finance and Financial Management Services
E*TRADE Financial Corporation August 2015 - Present
TD Ameritrade September 2012 - August 2015
Investools by TD Ameritrade April 2011 - August 2012
AXA Financial December 2007 - March 2011
Skills
Mutual Funds, Portfolio Management, Investment Advisory, Series 7, Asset Allocation, Investments, Securities, Equities, Wealth Management, Retirement Planning, Financial Planning, Risk Management, Management, FINRA, Financial Services
Education
University of Hawaii - College of Business Administration
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
University of Hawaii - Shidler College of Business
Bachelor's degree, Finance and Financial Management Services
Lana Becerra Lana Becerra's TD Ameritrade Experience May 2014 - Present
Job Senior Manager, Institutional Compliance at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2014 - Present
TD Ameritrade March 2011 - May 2014
TD Ameritrade September 2004 - March 2011
TD Ameritrade August 1999 - September 2004
TD Ameritrade January 1999 - August 1999
TD Ameritrade March 1998 - January 1999
TD Ameritrade September 1997 - March 1998
Skills
Series 24, Internal Communications, Financial Services, Series 63, FINRA, Mutual Funds, Management, Series 7, Corporate Communications, Strategic Communications, Series 65, Call Centers, Process Improvement, Public Relations, Project Management, Marketing, Visio, Marketing Communications, Social Media, Training, Insurance, Risk Management, Portfolio Management, Investments, Leadership, Media Relations, Securities, Series 53, Series 4
Education
University of Iowa 1992 — 1996
Bachelor of Arts (B.A.), Communications
TD Ameritrade May 2014 - Present
TD Ameritrade March 2011 - May 2014
TD Ameritrade September 2004 - March 2011
TD Ameritrade August 1999 - September 2004
TD Ameritrade January 1999 - August 1999
TD Ameritrade March 1998 - January 1999
TD Ameritrade September 1997 - March 1998
Skills
Series 24, Internal Communications, Financial Services, Series 63, FINRA, Mutual Funds, Management, Series 7, Corporate Communications, Strategic Communications, Series 65, Call Centers, Process Improvement, Public Relations, Project Management, Marketing, Visio, Marketing Communications, Social Media, Training, Insurance, Risk Management, Portfolio Management, Investments, Leadership, Media Relations, Securities, Series 53, Series 4
Education
University of Iowa 1992 — 1996
Bachelor of Arts (B.A.), Communications
Erik Hoiekvam Erik Hoiekvam's TD Ameritrade Experience November 1997 - July 1999
Job
Industry Financial Services
Experience
First National Bank of Omaha February 2011 - Present
Infogroup January 2009 - September 2010
Infogroup January 2007 - January 2009
Infogroup January 2005 - January 2007
Infogroup December 2003 - January 2005
Self Employed July 1999 - December 2003
TD Ameritrade November 1997 - July 1999
TD Ameritrade January 1994 - November 1997
TD Ameritrade March 1993 - January 1994
Skills
Risk Management, New Business Development, Operations Management, Business Development, Multi-channel Marketing, Sales Management, Call Centers, Customer Service, Selling, Management, Financial Services, Client Services, Mutual Funds, Contract Negotiation, Call Center, Contract Management, Customer Acquisition, Product Management, Salesforce.com, Account Management, Leadership, Customer Relations, Quality Management, Consultative Selling, Financial Processes, Fraud Prevention
Education
University of Colorado Boulder 1988 — 1992
Bachelors in Business
First National Bank of Omaha February 2011 - Present
Infogroup January 2009 - September 2010
Infogroup January 2007 - January 2009
Infogroup January 2005 - January 2007
Infogroup December 2003 - January 2005
Self Employed July 1999 - December 2003
TD Ameritrade November 1997 - July 1999
TD Ameritrade January 1994 - November 1997
TD Ameritrade March 1993 - January 1994
Skills
Risk Management, New Business Development, Operations Management, Business Development, Multi-channel Marketing, Sales Management, Call Centers, Customer Service, Selling, Management, Financial Services, Client Services, Mutual Funds, Contract Negotiation, Call Center, Contract Management, Customer Acquisition, Product Management, Salesforce.com, Account Management, Leadership, Customer Relations, Quality Management, Consultative Selling, Financial Processes, Fraud Prevention
Education
University of Colorado Boulder 1988 — 1992
Bachelors in Business
Waiel Ali's TD Ameritrade Experience September 2008 - Present
Job Fixed Income Specialist at TD Ameritrade
Industry Capital Markets
Experience
TD Ameritrade September 2008 - Present
LPL Financial Services March 2007 - September 2008
Tekmark Global Solutions, LLC January 1999 - March 2007
Fixed Income Securities, Inc. 1996 - 1998
Chase Manhattan Investment Services, Inc. 1992 - 1996
Merrill Lynch 1987 - 1992
Skills
Project Management, Start-ups, Fixed Income, Investments, Investment Management, Management, Sales, Asset, Bonds, Series 7, Equities, Capital Markets, Securities, Bloomberg, Series 63, Options, Trading, Structured Products, Mutual Funds, Portfolio Management, FINRA, Derivatives, Series 24, Financial Advisory, Asset Management, Financial Services, Series 65, Retirement Planning, Strategic Financial..., 401k, Investment Advisory, Wealth Management, Asset Allocation, Finance, Hedge Funds, Electronic Trading, Valuation, Investment Banking, Financial Markets, Investment Strategies, Trading Systems, Municipal Bonds, Alternative Investments, FX Options, Credit Derivatives, Uniform Combined State..., Retirement, ETFs, Market Data
Education
The University of Connecticut 1980 — 1986
BA
TD Ameritrade September 2008 - Present
LPL Financial Services March 2007 - September 2008
Tekmark Global Solutions, LLC January 1999 - March 2007
Fixed Income Securities, Inc. 1996 - 1998
Chase Manhattan Investment Services, Inc. 1992 - 1996
Merrill Lynch 1987 - 1992
Skills
Project Management, Start-ups, Fixed Income, Investments, Investment Management, Management, Sales, Asset, Bonds, Series 7, Equities, Capital Markets, Securities, Bloomberg, Series 63, Options, Trading, Structured Products, Mutual Funds, Portfolio Management, FINRA, Derivatives, Series 24, Financial Advisory, Asset Management, Financial Services, Series 65, Retirement Planning, Strategic Financial..., 401k, Investment Advisory, Wealth Management, Asset Allocation, Finance, Hedge Funds, Electronic Trading, Valuation, Investment Banking, Financial Markets, Investment Strategies, Trading Systems, Municipal Bonds, Alternative Investments, FX Options, Credit Derivatives, Uniform Combined State..., Retirement, ETFs, Market Data
Education
The University of Connecticut 1980 — 1986
BA
Mike Huett's TD Ameritrade Experience January 2009 - February 2011
Job ScrumMaster / Agile Coach
Industry Computer Software
Experience
ePlan Services, Inc. August 2012 - Present
Local Matters, Inc. February 2011 - May 2012
TD Ameritrade January 2009 - February 2011
TD Ameritrade August 2008 - January 2009
TD Ameritrade February 2008 - August 2008
Fiserv Investment Support Services December 2006 - February 2008
Fiserv Investment Support Services May 2005 - December 2006
Fiserv Investment Support Services January 2002 - May 2005
Fiserv Investment Support Services January 1999 - December 2001
Skills
Agile, Scrum, Kanban, Agile Methodologies, SQL, Coaching, Collaborative Problem..., Analytics, Software Development, User Acceptance Testing, Process Improvement, Requirements Analysis, Project Management, Business Intelligence, Analysis, Leadership, Agile Project Management, SDLC, Requirements Gathering, Software Project...
Education
University of Denver 2000 — 2004
MS, Computer Information Systems
University of Colorado Boulder 1989 — 1993
BA, Economics
RMHS
ePlan Services, Inc. August 2012 - Present
Local Matters, Inc. February 2011 - May 2012
TD Ameritrade January 2009 - February 2011
TD Ameritrade August 2008 - January 2009
TD Ameritrade February 2008 - August 2008
Fiserv Investment Support Services December 2006 - February 2008
Fiserv Investment Support Services May 2005 - December 2006
Fiserv Investment Support Services January 2002 - May 2005
Fiserv Investment Support Services January 1999 - December 2001
Skills
Agile, Scrum, Kanban, Agile Methodologies, SQL, Coaching, Collaborative Problem..., Analytics, Software Development, User Acceptance Testing, Process Improvement, Requirements Analysis, Project Management, Business Intelligence, Analysis, Leadership, Agile Project Management, SDLC, Requirements Gathering, Software Project...
Education
University of Denver 2000 — 2004
MS, Computer Information Systems
University of Colorado Boulder 1989 — 1993
BA, Economics
RMHS
Michael Girardot's TD Ameritrade Experience August 1999 - Present
Job Director, Database Marketing, TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 1999 - Present
Union Pacific 1993 - 1999
Education
University of Iowa - Henry B. Tippie College of Business 1989 — 1993
Finance/Accounting
TD Ameritrade August 1999 - Present
Union Pacific 1993 - 1999
Education
University of Iowa - Henry B. Tippie College of Business 1989 — 1993
Finance/Accounting
Sam Achelpohl's TD Ameritrade Experience November 2013 - Present
Job Senior Manager, Communications and Public Affairs at TD Ameritrade
Industry Public Relations and Communications
Experience
TD Ameritrade November 2013 - Present
TD Ameritrade October 2011 - Present
Bailey Lauerman November 2006 - September 2011
TD Ameritrade June 2002 - October 2006
Skills
Corporate Communications, Advertising, Internal Communications, Speech Writing, Press Releases, Strategic Communications, Communications Planning, Brand Architecture, Copywriting, Crisis Communications, Media Relations, Integrated Marketing, Public Relations, Marketing Communications, Newsletters, Brand Development
Education
University of Iowa 1998 — 2001
BA, Double major, Journalism and History
TD Ameritrade November 2013 - Present
TD Ameritrade October 2011 - Present
Bailey Lauerman November 2006 - September 2011
TD Ameritrade June 2002 - October 2006
Skills
Corporate Communications, Advertising, Internal Communications, Speech Writing, Press Releases, Strategic Communications, Communications Planning, Brand Architecture, Copywriting, Crisis Communications, Media Relations, Integrated Marketing, Public Relations, Marketing Communications, Newsletters, Brand Development
Education
University of Iowa 1998 — 2001
BA, Double major, Journalism and History
Richard Cariddi's TD Ameritrade Experience October 2011 - Present
Job Senior Network Engineer at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade October 2011 - Present
Hewlett-Packard/Bank of America May 2005 - October 2011
First Data Corporation/E-Commerce Group February 2004 - May 2005
Alliance Capital / Sanford Bernstein May 2000 - January 2004
Mount Sinai - NYU Health August 1999 - May 2000
Alliance Capital May 1998 - September 1999
Skills
Disaster Recovery, Network Engineering, Vendor Management, Cisco Technologies, Data Center, TCP/IP, BGP, Cisco IOS, EIGRP, Enterprise Architecture, Active Directory, IT Management, Network Design, Routers, Network Architecture, Virtualization
Education
University of Delaware 1990 — 1993
BS
TD Ameritrade October 2011 - Present
Hewlett-Packard/Bank of America May 2005 - October 2011
First Data Corporation/E-Commerce Group February 2004 - May 2005
Alliance Capital / Sanford Bernstein May 2000 - January 2004
Mount Sinai - NYU Health August 1999 - May 2000
Alliance Capital May 1998 - September 1999
Skills
Disaster Recovery, Network Engineering, Vendor Management, Cisco Technologies, Data Center, TCP/IP, BGP, Cisco IOS, EIGRP, Enterprise Architecture, Active Directory, IT Management, Network Design, Routers, Network Architecture, Virtualization
Education
University of Delaware 1990 — 1993
BS
Ethel McGlynn's TD Ameritrade Experience December 2014 - Present
Job Strategic consultant helping RIA's build better businesses
Industry Financial Services
Experience
TD Ameritrade December 2014 - Present
Wunderlich Securities, Inc. August 2009 - January 2014
Janco Partners, Inc. February 2006 - August 2009
Stifel Nicolaus January 2000 - July 2004
Skills
Capital Markets, Institutional Sales, Equities, Investments, Equity Research, Series 7, Series 63, Financial Analysis, Mutual Funds, Finance, Financial Modeling, Equity Valuation, Asset Management, Valuation, Bloomberg, Alternative Investments, Corporate Finance, FINRA, Pension Funds
Education
University of Colorado at Denver 1995 — 2000
MBA, Finance
University of Colorado at Boulder
TD Ameritrade December 2014 - Present
Wunderlich Securities, Inc. August 2009 - January 2014
Janco Partners, Inc. February 2006 - August 2009
Stifel Nicolaus January 2000 - July 2004
Skills
Capital Markets, Institutional Sales, Equities, Investments, Equity Research, Series 7, Series 63, Financial Analysis, Mutual Funds, Finance, Financial Modeling, Equity Valuation, Asset Management, Valuation, Bloomberg, Alternative Investments, Corporate Finance, FINRA, Pension Funds
Education
University of Colorado at Denver 1995 — 2000
MBA, Finance
University of Colorado at Boulder
Rajiv Sinha's TD Ameritrade Experience September 2014 - Present
Job Director Enterprise Data/Analytics & Personalization at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2014 - Present
TD Ameritrade March 2014 - Present
Ford Motor Company April 2013 - March 2014
Ford Motor Company October 2010 - March 2013
Ford Motor Company August 2005 - April 2011
Ford Motor Company 1999 - 2005
Compuware Corporation 1995 - 1999
Skills
Enterprise Architecture, Business Intelligence, Program Management, Strategy, Technical Leadership, Solution Architecture, Management, Business Strategy, Data Integration, SOA, Data Governance, Data Warehousing, IT Strategy, Enterprise Software, Application..., Consulting, Leadership, Architectures, Integration, Big Data, Personalization, Innovation, Social Analytics
Education
University of Cincinnati 1991 — 1993
MEMS/Electrical Engineering
St. Xavier's School
TD Ameritrade September 2014 - Present
TD Ameritrade March 2014 - Present
Ford Motor Company April 2013 - March 2014
Ford Motor Company October 2010 - March 2013
Ford Motor Company August 2005 - April 2011
Ford Motor Company 1999 - 2005
Compuware Corporation 1995 - 1999
Skills
Enterprise Architecture, Business Intelligence, Program Management, Strategy, Technical Leadership, Solution Architecture, Management, Business Strategy, Data Integration, SOA, Data Governance, Data Warehousing, IT Strategy, Enterprise Software, Application..., Consulting, Leadership, Architectures, Integration, Big Data, Personalization, Innovation, Social Analytics
Education
University of Cincinnati 1991 — 1993
MEMS/Electrical Engineering
St. Xavier's School
Michael R. Brennan's TD Ameritrade Experience March 2012 - Present
Job Retired at Retired
Industry Financial Services
Experience
TD Ameritrade March 2012 - Present
TD Ameritrade Clearing, Inc May 1996 - March 2012
Ameritrade May 1996 - March 2012
JW Charles Securities March 1992 - April 1996
Mesirow Financial 1971 - 1992
Skills
Series 7, Series 63, Securities, Series 24, Financial Services, FINRA, Mutual Funds, Options, Risk Management, ETFs, Wealth Management, Equities, Trading Systems, Investment Advisory, Portfolio Management, Asset Allocation, Fixed Income, Electronic Trading, Uniform Combined State..., Hedge Funds, Investments, Mergers & Acquisitions, Trading, Retirement, Capital Markets, Alternative Investments, Back Office, Relationship Management, Derivatives, Bonds, Financial Markets, Financial Advisory, Equity Trading, Retirement Planning, Investment Strategies, Executive Management, Asset Management, Investment Management, Bloomberg, Series 65, Strategic Financial..., AML, Due Diligence, Financial Risk, Settlement, 401k, Series 53, Series 27, Series 4, Asset Managment
Education
University of Illinois at Chicago 1970 — 1971
De Paul University Chicago 1968 — 1968
Wright Junior College Chicago 1965 — 1966
Maryvlle Academy 1957 — 1965
TD Ameritrade March 2012 - Present
TD Ameritrade Clearing, Inc May 1996 - March 2012
Ameritrade May 1996 - March 2012
JW Charles Securities March 1992 - April 1996
Mesirow Financial 1971 - 1992
Skills
Series 7, Series 63, Securities, Series 24, Financial Services, FINRA, Mutual Funds, Options, Risk Management, ETFs, Wealth Management, Equities, Trading Systems, Investment Advisory, Portfolio Management, Asset Allocation, Fixed Income, Electronic Trading, Uniform Combined State..., Hedge Funds, Investments, Mergers & Acquisitions, Trading, Retirement, Capital Markets, Alternative Investments, Back Office, Relationship Management, Derivatives, Bonds, Financial Markets, Financial Advisory, Equity Trading, Retirement Planning, Investment Strategies, Executive Management, Asset Management, Investment Management, Bloomberg, Series 65, Strategic Financial..., AML, Due Diligence, Financial Risk, Settlement, 401k, Series 53, Series 27, Series 4, Asset Managment
Education
University of Illinois at Chicago 1970 — 1971
De Paul University Chicago 1968 — 1968
Wright Junior College Chicago 1965 — 1966
Maryvlle Academy 1957 — 1965
Jason Kling's TD Ameritrade Experience 2004 - 2004
Job at
Industry Financial Services
Experience
Flexible Plan Investments April 2012 - Present
Paladin Realty Partners February 2008 - June 2010
Trust Company of America January 2005 - January 2008
TD Ameritrade 2004 - 2004
Kemper/Scudder/Zurich/Deutsche Bank/DB 2000 - 2003
Cohen & Steers 1997 - 1999
Skills
Mutual Funds, Series 7, Real Estate Investment, Investments, Asset Management, New Business Development, Alternative Investments, Securities, Wealth Management, Financial Planning, Asset Allocation, Series 63, Investment Advisory, Investment Strategies, Portfolio Management, 401k, Strategic Financial...
Education
University of Iowa 1989 — 1993
University of Iowa - Henry B. Tippie College of Business 1989 — 1993
Finance
Flexible Plan Investments April 2012 - Present
Paladin Realty Partners February 2008 - June 2010
Trust Company of America January 2005 - January 2008
TD Ameritrade 2004 - 2004
Kemper/Scudder/Zurich/Deutsche Bank/DB 2000 - 2003
Cohen & Steers 1997 - 1999
Skills
Mutual Funds, Series 7, Real Estate Investment, Investments, Asset Management, New Business Development, Alternative Investments, Securities, Wealth Management, Financial Planning, Asset Allocation, Series 63, Investment Advisory, Investment Strategies, Portfolio Management, 401k, Strategic Financial...
Education
University of Iowa 1989 — 1993
University of Iowa - Henry B. Tippie College of Business 1989 — 1993
Finance
Erick Roshelli's TD Ameritrade Experience November 2008 - Present
Job Investment Consultant
Industry Financial Services
Experience
TD Ameritrade November 2008 - Present
Edward Jones December 2006 - October 2008
wells fargo financial June 2002 - November 2006
Skills
Series 7, Investment Advisory, Series 24, Investments, Asset Allocation, Investment Management, Wealth Management..., Portfolio Management, Asset Management, High Net Worth..., Risk Management, Series 63, Uniform Combined State..., Mutual Funds, FINRA, Investment Strategies, Wealth Management, Valuation, ETFs, Alternative Investments
Education
University of Delaware
Bachelor of Science (BS), Finance, General
TD Ameritrade November 2008 - Present
Edward Jones December 2006 - October 2008
wells fargo financial June 2002 - November 2006
Skills
Series 7, Investment Advisory, Series 24, Investments, Asset Allocation, Investment Management, Wealth Management..., Portfolio Management, Asset Management, High Net Worth..., Risk Management, Series 63, Uniform Combined State..., Mutual Funds, FINRA, Investment Strategies, Wealth Management, Valuation, ETFs, Alternative Investments
Education
University of Delaware
Bachelor of Science (BS), Finance, General
Nicholas Durow's TD Ameritrade Experience November 2011 - Present
Job HR Service Center Representative at TD Ameritrade
Industry Human Resources
Experience
TD Ameritrade November 2011 - Present
ConAgra Foods August 2010 - November 2011
ConAgra Foods November 2009 - July 2010
ConAgra Foods, Inc. February 2006 - December 2009
West Corporation December 2003 - February 2006
Omnium Worldwide May 2002 - January 2003
Skills
PeopleSoft
Education
University of Nebraska at Omaha 1999 — 2002
Bachelor of Science (BS), Management Information Systems
University of Iowa 1997 — 1999
Skutt Catholic High School 1993 — 1997
High School Degree
TD Ameritrade November 2011 - Present
ConAgra Foods August 2010 - November 2011
ConAgra Foods November 2009 - July 2010
ConAgra Foods, Inc. February 2006 - December 2009
West Corporation December 2003 - February 2006
Omnium Worldwide May 2002 - January 2003
Skills
PeopleSoft
Education
University of Nebraska at Omaha 1999 — 2002
Bachelor of Science (BS), Management Information Systems
University of Iowa 1997 — 1999
Skutt Catholic High School 1993 — 1997
High School Degree
Lee Stamper's TD Ameritrade Experience November 2007 - Present
Job Director of Fixed Income Sales
Industry Financial Services
Experience
TD Ameritrade November 2007 - Present
Fixed Income Securities January 2001 - November 2007
Education
University of Central Oklahoma 1987 — 1992
TD Ameritrade November 2007 - Present
Fixed Income Securities January 2001 - November 2007
Education
University of Central Oklahoma 1987 — 1992
Nick Wolejsza, CFP®'s TD Ameritrade Experience February 2014 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade February 2014 - Present
Wells Fargo Advisors, LLC May 2013 - February 2014
Fidelity Investments May 2010 - May 2013
Fidelity Investments July 2007 - May 2010
Fidelity Investments November 2005 - July 2007
GE Capital July 2004 - November 2005
Skills
Investments, Personal Financial..., Financial Services, Strategic Financial..., Relationship Management, Portfolio Management, Wealth Management, Asset Management, Securities, Finance, Alternative Investments, Financial Analysis, Fixed Income, Process Improvement, Mortgage Lending, Mutual Funds
Education
University of Kentucky 2000 — 2004
Bachelor of Arts, Economics
TD Ameritrade February 2014 - Present
Wells Fargo Advisors, LLC May 2013 - February 2014
Fidelity Investments May 2010 - May 2013
Fidelity Investments July 2007 - May 2010
Fidelity Investments November 2005 - July 2007
GE Capital July 2004 - November 2005
Skills
Investments, Personal Financial..., Financial Services, Strategic Financial..., Relationship Management, Portfolio Management, Wealth Management, Asset Management, Securities, Finance, Alternative Investments, Financial Analysis, Fixed Income, Process Improvement, Mortgage Lending, Mutual Funds
Education
University of Kentucky 2000 — 2004
Bachelor of Arts, Economics
Andy Machenheimer's TD Ameritrade Experience October 2012 - Present
Job Branch Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2012 - Present
TD Ameritrade August 2007 - October 2012
Fidelity Investments 2000 - 2006
Skills
Portfolio Management, Recruiting, Training, Sales, Coaching, Sales Process, Retirement, Mutual Funds, Series 7, Series 63
Education
University of Kentucky 1996 — 2000
Personal Finance
Bishop Brossart 1992 — 1995
TD Ameritrade October 2012 - Present
TD Ameritrade August 2007 - October 2012
Fidelity Investments 2000 - 2006
Skills
Portfolio Management, Recruiting, Training, Sales, Coaching, Sales Process, Retirement, Mutual Funds, Series 7, Series 63
Education
University of Kentucky 1996 — 2000
Personal Finance
Bishop Brossart 1992 — 1995
Rob Henschel's TD Ameritrade Experience April 2005 - January 2010
Job Account Manager Great West Financial
Industry Financial Services
Experience
TIAA-CREF April 2013 - June 2015
TIAA-CREF January 2011 - April 2013
Texs Army National Guard November 2007 - April 2012
Benefit Resource Group January 2010 - November 2010
TD Ameritrade April 2005 - January 2010
US Army October 2006 - November 2007
JP Morgan January 2002 - November 2004
US Marine Corps June 1990 - July 1997
Skills
Series 7, Retirement Planning, Insurance, Securities, Fixed Annuities, Retirement, Wealth Management, 401k, Military, Series 65, Leadership, Financial Services, Investments, Mutual Funds, Disability Insurance, Team Building, Strategic Planning, Customer Service, Financial Planning, Risk Management
Education
University of Colorado Colorado Springs 1991 — 1995
BA, International Relations
TIAA-CREF April 2013 - June 2015
TIAA-CREF January 2011 - April 2013
Texs Army National Guard November 2007 - April 2012
Benefit Resource Group January 2010 - November 2010
TD Ameritrade April 2005 - January 2010
US Army October 2006 - November 2007
JP Morgan January 2002 - November 2004
US Marine Corps June 1990 - July 1997
Skills
Series 7, Retirement Planning, Insurance, Securities, Fixed Annuities, Retirement, Wealth Management, 401k, Military, Series 65, Leadership, Financial Services, Investments, Mutual Funds, Disability Insurance, Team Building, Strategic Planning, Customer Service, Financial Planning, Risk Management
Education
University of Colorado Colorado Springs 1991 — 1995
BA, International Relations
Cody Meyerdirk's TD Ameritrade Experience July 2008 - February 2010
Job Retirement Readiness Metrics Consultant at Voya Financial
Industry Financial Services
Experience
Voya Financial September 2013 - Present
ING Financial Partners October 2012 - September 2013
ING Financial Partners June 2010 - September 2012
TD Ameritrade July 2008 - February 2010
TD Ameritrade October 2007 - July 2008
TD Ameritrade February 2006 - October 2007
Ameritrade September 2005 - February 2006
Ameritrade June 2005 - September 2005
Ameritrade May 2003 - June 2005
Skills
Series 7, Investments, Fixed Income, Securities, Series 24, Series 63, Equities, Mutual Funds, Investment Advisory, Uniform Combined State..., FINRA, 401k, Impromptu Speaking, Asset Allocation, Retirement Planning, Public Speaking, Retirement
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2014
Master of Business Administration (MBA), Finance
University of Northern Iowa 1998 — 2003
BA, Psychology & Business Management
Voya Financial September 2013 - Present
ING Financial Partners October 2012 - September 2013
ING Financial Partners June 2010 - September 2012
TD Ameritrade July 2008 - February 2010
TD Ameritrade October 2007 - July 2008
TD Ameritrade February 2006 - October 2007
Ameritrade September 2005 - February 2006
Ameritrade June 2005 - September 2005
Ameritrade May 2003 - June 2005
Skills
Series 7, Investments, Fixed Income, Securities, Series 24, Series 63, Equities, Mutual Funds, Investment Advisory, Uniform Combined State..., FINRA, 401k, Impromptu Speaking, Asset Allocation, Retirement Planning, Public Speaking, Retirement
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2014
Master of Business Administration (MBA), Finance
University of Northern Iowa 1998 — 2003
BA, Psychology & Business Management
John Cardinali's TD Ameritrade Experience October 2007 - Present
Job Syndicate Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2007 - Present
Skills
Fixed Income, Series 7, Series 63, Capital Markets, Equities, Securities, Bloomberg, Series 24
Education
University of Delaware 1995 — 1999
TD Ameritrade October 2007 - Present
Skills
Fixed Income, Series 7, Series 63, Capital Markets, Equities, Securities, Bloomberg, Series 24
Education
University of Delaware 1995 — 1999
Abram Yoshida's TD Ameritrade Experience 2009 - 2010
Job Senior UI Engineer at Conde Nast Digital
Industry Publishing
Experience
Conde Nast Digital 2012 - Present
Gerson Lehrman Group 2011 - 2012
McGraw-Hill Higher Education 2010 - 2011
TD Ameritrade 2009 - 2010
Bear Stearns 1999 - 2009
Deutsche Bank 1997 - 1999
Skills
CSS, User Interface Design, Agile Methodologies, Information Architecture, JavaScript, User Experience, Python, jQuery, Digital Media, Mobile Applications, HTML 5, User Interface, Front-end, Web Development, Web Applications, Web Analytics
Education
University of Hawaii at Manoa 1977 — 1980
MFA, Painting
Conde Nast Digital 2012 - Present
Gerson Lehrman Group 2011 - 2012
McGraw-Hill Higher Education 2010 - 2011
TD Ameritrade 2009 - 2010
Bear Stearns 1999 - 2009
Deutsche Bank 1997 - 1999
Skills
CSS, User Interface Design, Agile Methodologies, Information Architecture, JavaScript, User Experience, Python, jQuery, Digital Media, Mobile Applications, HTML 5, User Interface, Front-end, Web Development, Web Applications, Web Analytics
Education
University of Hawaii at Manoa 1977 — 1980
MFA, Painting
Mary Catherine Bartlett's TD Ameritrade Experience June 1999 - October 2001
Job Secondary Marketing Analyst
Industry Real Estate
Experience
AmericaHome Key January 2009 - February 2011
Pine State Mortgage November 2002 - December 2008
TD Ameritrade June 1999 - October 2001
Skills
Mortgage Lending
Education
University of Georgia - Terry College of Business 1995 — 1999
AmericaHome Key January 2009 - February 2011
Pine State Mortgage November 2002 - December 2008
TD Ameritrade June 1999 - October 2001
Skills
Mortgage Lending
Education
University of Georgia - Terry College of Business 1995 — 1999
Brian Hiser's TD Ameritrade Experience March 2007 - Present
Job Team Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade March 2007 - Present
TD Ameritrade March 2007 - July 2010
Education
University of Colorado Colorado Springs 1996 — 2000
TD Ameritrade March 2007 - Present
TD Ameritrade March 2007 - July 2010
Education
University of Colorado Colorado Springs 1996 — 2000
Larry Metzger's TD Ameritrade Experience 2009 - Present
Job Equity Trader
Industry Investment Banking
Experience
TD Ameritrade 2009 - Present
UBS Investment Bank September 1999 - May 2008
ubs 1999 - 2008
UBS 1999 - 2008
TD Waterhouse Securities 1995 - 1999
Skills
Investments, Securities, Series 7, Equities, Options, Series 63, Trading Systems
Education
University of Delaware - Lerner College of Business and Economics 1990 — 1994
BS, Economics
Marlboro High School
TD Ameritrade 2009 - Present
UBS Investment Bank September 1999 - May 2008
ubs 1999 - 2008
UBS 1999 - 2008
TD Waterhouse Securities 1995 - 1999
Skills
Investments, Securities, Series 7, Equities, Options, Series 63, Trading Systems
Education
University of Delaware - Lerner College of Business and Economics 1990 — 1994
BS, Economics
Marlboro High School
Aaron Carew's TD Ameritrade Experience January 2009 - August 2012
Job Financial Analyst II at Aimco
Industry Financial Services
Experience
Aimco Apartment Homes June 2015 - Present
Aimco Apartment Homes May 2014 - June 2015
Aimco Apartment Homes August 2012 - May 2014
TD Ameritrade January 2009 - August 2012
Fiserv ISS 2007 - January 2009
Fiserv ISS 2006 - 2007
University of Colorado at Boulder March 2004 - March 2006
Fiserv ISS 2006 - 2006
Skills
Mutual Funds, Investments, Financial Analysis, Financial Reporting, Equities, Valuation, Microsoft Excel, Portfolio Management, Access, Risk Management, Microsoft Office, Data Analysis, Accounting, Business Analysis, Fixed Income, Trading, Process Improvement, Securities, Bloomberg Terminal, Budgets
Education
University of Colorado Boulder 1999 — 2004
BA, Economics
Aimco Apartment Homes June 2015 - Present
Aimco Apartment Homes May 2014 - June 2015
Aimco Apartment Homes August 2012 - May 2014
TD Ameritrade January 2009 - August 2012
Fiserv ISS 2007 - January 2009
Fiserv ISS 2006 - 2007
University of Colorado at Boulder March 2004 - March 2006
Fiserv ISS 2006 - 2006
Skills
Mutual Funds, Investments, Financial Analysis, Financial Reporting, Equities, Valuation, Microsoft Excel, Portfolio Management, Access, Risk Management, Microsoft Office, Data Analysis, Accounting, Business Analysis, Fixed Income, Trading, Process Improvement, Securities, Bloomberg Terminal, Budgets
Education
University of Colorado Boulder 1999 — 2004
BA, Economics
Edward Dunphy's TD Ameritrade Experience March 2011 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade March 2011 - Present
Fidelity Investments January 2011 - February 2011
Fidelity Investments April 2009 - January 2011
Ameriprise Financial October 2004 - March 2009
Skills
Salesforce.com, Personal Financial..., Morningstar, Naviplan, Series 7, Series 66, Retirement Planning, Wealth Management..., Investments, Direct Sales, Wealth Management, Strategic Financial..., Retirement, Asset Allocation, Investment Advisory, Financial Planning, Finance, Mutual Funds, Securities, Uniform Combined State...
Education
University of Delaware 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
TD Ameritrade March 2011 - Present
Fidelity Investments January 2011 - February 2011
Fidelity Investments April 2009 - January 2011
Ameriprise Financial October 2004 - March 2009
Skills
Salesforce.com, Personal Financial..., Morningstar, Naviplan, Series 7, Series 66, Retirement Planning, Wealth Management..., Investments, Direct Sales, Wealth Management, Strategic Financial..., Retirement, Asset Allocation, Investment Advisory, Financial Planning, Finance, Mutual Funds, Securities, Uniform Combined State...
Education
University of Delaware 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Ilya Geldman, CAIA's TD Ameritrade Experience June 2011 - September 2013
Job Interest Rates P&L Controller at BNP Paribas
Industry Financial Services
Experience
BNP Paribas February 2015 - Present
Auriemma Consulting Group (ACG) October 2013 - October 2014
TD Ameritrade June 2011 - September 2013
Education
New York University - Leonard N. Stern School of Business
Finance & Economics
East China Normal University 2009 — 2009
NYU Stern World Studies Track
University of London 2009 — 2009
NYU Stern World Studies Track
BNP Paribas February 2015 - Present
Auriemma Consulting Group (ACG) October 2013 - October 2014
TD Ameritrade June 2011 - September 2013
Education
New York University - Leonard N. Stern School of Business
Finance & Economics
East China Normal University 2009 — 2009
NYU Stern World Studies Track
University of London 2009 — 2009
NYU Stern World Studies Track
Jase Johnson's TD Ameritrade Experience 2004 - 2004
Job Sr. Business Strategist at Principal Financial Group
Industry Accounting
Experience
Principal Financial Group January 2014 - Present
Principal Financial Group April 2012 - December 2013
Principal Financial Group February 2008 - April 2012
Ameriprise Financial Services, Inc. September 2006 - February 2008
Ameriprise Financial Services, Inc. June 2005 - September 2006
TD Ameritrade 2004 - 2004
Skills
Financial Analysis, Accounting, Insurance, Finance, Financial Reporting, Team Building, Process Improvement, Strategic Financial..., Mutual Funds, Analysis, Investments
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2012
Master of Business Administration (MBA), Finance
Peru State College 1999 — 2003
Bachelor of Arts, Business Education
Principal Financial Group January 2014 - Present
Principal Financial Group April 2012 - December 2013
Principal Financial Group February 2008 - April 2012
Ameriprise Financial Services, Inc. September 2006 - February 2008
Ameriprise Financial Services, Inc. June 2005 - September 2006
TD Ameritrade 2004 - 2004
Skills
Financial Analysis, Accounting, Insurance, Finance, Financial Reporting, Team Building, Process Improvement, Strategic Financial..., Mutual Funds, Analysis, Investments
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2012
Master of Business Administration (MBA), Finance
Peru State College 1999 — 2003
Bachelor of Arts, Business Education
Jennifer Hickman's TD Ameritrade Experience October 2014 - Present
Job Technical Support Representative at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2014 - Present
TD Ameritrade October 2011 - October 2014
Performance Award Center January 2010 - November 2010
CFJ Manufacturing November 2008 - February 2009
Performance Award Center January 2003 - October 2008
Productivity Point International December 2000 - August 2002
John Jacobs & the Power Team February 2000 - October 2000
Fidelity Investments November 1997 - November 1999
Education
University of Illinois at Urbana-Champaign
Engineering Computer Science
TD Ameritrade October 2014 - Present
TD Ameritrade October 2011 - October 2014
Performance Award Center January 2010 - November 2010
CFJ Manufacturing November 2008 - February 2009
Performance Award Center January 2003 - October 2008
Productivity Point International December 2000 - August 2002
John Jacobs & the Power Team February 2000 - October 2000
Fidelity Investments November 1997 - November 1999
Education
University of Illinois at Urbana-Champaign
Engineering Computer Science
Jerry Ortiz's TD Ameritrade Experience December 2009 - October 2010
Job Program Manager at MasterCard
Industry Human Resources
Experience
SeniorBridge June 2013 - January 2014
KeyBar March 2008 - December 2013
Morgan Stanley November 2010 - June 2013
TD Ameritrade December 2009 - October 2010
JetBlue Airways September 2009 - November 2009
Goldman Sachs August 2003 - December 2008
Captaris 2002 - 2002
ProBusiness 2000 - 2001
Skills
Talent Management, Deferred Compensation, Data Analysis, Analysis, Performance Appraisal, Vendor Management, PeopleSoft, Project Management, Performance Management, Business Objects, HRIS, Microsoft Excel, Process Improvement, Onboarding, Financial Services, Recruiting, HR Project Management, Microsoft Office, Microsoft Access
Education
University of Houston-Victoria
Bachelors of Arts, Business Communications
SeniorBridge June 2013 - January 2014
KeyBar March 2008 - December 2013
Morgan Stanley November 2010 - June 2013
TD Ameritrade December 2009 - October 2010
JetBlue Airways September 2009 - November 2009
Goldman Sachs August 2003 - December 2008
Captaris 2002 - 2002
ProBusiness 2000 - 2001
Skills
Talent Management, Deferred Compensation, Data Analysis, Analysis, Performance Appraisal, Vendor Management, PeopleSoft, Project Management, Performance Management, Business Objects, HRIS, Microsoft Excel, Process Improvement, Onboarding, Financial Services, Recruiting, HR Project Management, Microsoft Office, Microsoft Access
Education
University of Houston-Victoria
Bachelors of Arts, Business Communications
Scott Monroe's TD Ameritrade Experience 2005 - Present
Job VP Institutional Sales at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade 2005 - Present
TD Ameritrade Institutional 2005 - Present
Fidelity Investments October 2002 - October 2005
Skills
Series 7, Investment Advisory, Series 63, Institutional Sales, Securities, Risk Management, Mutual Funds, Options, Financial Services, Alternative Investments, Asset Management, Hedge Funds, Management, ETFs, Retirement, FINRA, Wealth Management, Retirement Planning, Fixed Income, Asset Allocation, Investments, Equities, Investment Strategies, Portfolio Management
Education
University of Hawaii at Manoa 1990 — 1993
BA, International Business
TD Ameritrade 2005 - Present
TD Ameritrade Institutional 2005 - Present
Fidelity Investments October 2002 - October 2005
Skills
Series 7, Investment Advisory, Series 63, Institutional Sales, Securities, Risk Management, Mutual Funds, Options, Financial Services, Alternative Investments, Asset Management, Hedge Funds, Management, ETFs, Retirement, FINRA, Wealth Management, Retirement Planning, Fixed Income, Asset Allocation, Investments, Equities, Investment Strategies, Portfolio Management
Education
University of Hawaii at Manoa 1990 — 1993
BA, International Business
John Flood's TD Ameritrade Experience March 2009 - February 2012
Job Regional Manager at Scottrade
Industry Financial Services
Experience
Wells Fargo Advisors July 2012 - June 2015
TD Ameritrade March 2009 - February 2012
Fidelity Investments January 2000 - December 2008
Fidelity Investments November 1989 - December 2000
Skills
Client Engagement, Client Retention, Net Promoter Score, Retail Branch..., Operational Risk..., Branch Manager, Sales Team Leader, Sales Coaching, Manager Development, Process Improvement, Consultative Selling, Private Wealth..., Branch Banking, Wealth Management..., Retail, Customer Retention, Customer Engagement, Business Coaching, Selling, Business Strategy, Strategy, Business Development, Management Development, Coaching, Sales, Mutual Funds, Wealth Management, Investments, Leadership Development, Retirement Planning, Portfolio Management, Recruiting, Finance, Series 63, Series 7, Leadership, Financial Services, Management
Education
University of Missouri at St. Louis 1985 — 1986
Master of Business Administration (M.B.A.), Marketing Management, General
University of Dayton 1976 — 1980
Bachelor of Arts (B.A.), American/United States Studies/Civilization
Wells Fargo Advisors July 2012 - June 2015
TD Ameritrade March 2009 - February 2012
Fidelity Investments January 2000 - December 2008
Fidelity Investments November 1989 - December 2000
Skills
Client Engagement, Client Retention, Net Promoter Score, Retail Branch..., Operational Risk..., Branch Manager, Sales Team Leader, Sales Coaching, Manager Development, Process Improvement, Consultative Selling, Private Wealth..., Branch Banking, Wealth Management..., Retail, Customer Retention, Customer Engagement, Business Coaching, Selling, Business Strategy, Strategy, Business Development, Management Development, Coaching, Sales, Mutual Funds, Wealth Management, Investments, Leadership Development, Retirement Planning, Portfolio Management, Recruiting, Finance, Series 63, Series 7, Leadership, Financial Services, Management
Education
University of Missouri at St. Louis 1985 — 1986
Master of Business Administration (M.B.A.), Marketing Management, General
University of Dayton 1976 — 1980
Bachelor of Arts (B.A.), American/United States Studies/Civilization
Sarath Prabakar's TD Ameritrade Experience February 2012 - December 2012
Job Sr. CRM TechnoFunctional Consultant
Industry Information Technology and Services
Experience
Carrier Corporation September 2013 - Present
Smartsoft International Inc 2004 - Present
T-Mobile March 2013 - September 2013
Sealed Air Corporation December 2012 - March 2013
TD Ameritrade February 2012 - December 2012
Medtronic Minimed August 2008 - February 2012
SAP GDC 2006 - 2007
Skills
SAP Netweaver, SAP CRM Technical, SAP CRM Web UI, SAP CRM Middleware, SAP CRM, SAP ERP, SAP XI, ABAP-OO, SoapUI, ABAP, SAP, CRM, IDOC, SD, BAPI, ERP
Education
University of Madras
B.E.
Carrier Corporation September 2013 - Present
Smartsoft International Inc 2004 - Present
T-Mobile March 2013 - September 2013
Sealed Air Corporation December 2012 - March 2013
TD Ameritrade February 2012 - December 2012
Medtronic Minimed August 2008 - February 2012
SAP GDC 2006 - 2007
Skills
SAP Netweaver, SAP CRM Technical, SAP CRM Web UI, SAP CRM Middleware, SAP CRM, SAP ERP, SAP XI, ABAP-OO, SoapUI, ABAP, SAP, CRM, IDOC, SD, BAPI, ERP
Education
University of Madras
B.E.
Georgene Hall's TD Ameritrade Experience May 2013 - July 2015
Job Client Service Specialist at TD Ameritrade
Industry Investment Management
Experience
Standard & Poor's August 2015 - Present
TD Ameritrade May 2013 - July 2015
Thomas Forti, DDS May 2009 - May 2013
S Burton Content Strategy February 2012 - November 2012
American Century 1998 - 2004
Skills
Investments, Mutual Funds, Copy Editing, Editing, Leadership, Banking
Education
University of Colorado Boulder 1985 — 1987
BA, Political Science
Standard & Poor's August 2015 - Present
TD Ameritrade May 2013 - July 2015
Thomas Forti, DDS May 2009 - May 2013
S Burton Content Strategy February 2012 - November 2012
American Century 1998 - 2004
Skills
Investments, Mutual Funds, Copy Editing, Editing, Leadership, Banking
Education
University of Colorado Boulder 1985 — 1987
BA, Political Science
Misti Fuson's TD Ameritrade Experience May 2011 - October 2014
Job Financial Planner at Creative Planning
Industry Financial Services
Experience
Creative Planning Inc. November 2014 - Present
TD Ameritrade May 2011 - October 2014
Skills
Series 7, Series 66, Financial Services
Education
University of Illinois at Urbana-Champaign 2001 — 2005
BS, Communications
Creative Planning Inc. November 2014 - Present
TD Ameritrade May 2011 - October 2014
Skills
Series 7, Series 66, Financial Services
Education
University of Illinois at Urbana-Champaign 2001 — 2005
BS, Communications
Edward Babu's TD Ameritrade Experience 1999 - 2003
Job Sr. Developer at United Airlines
Industry Computer Software
Experience
Fort Bend ISD March 2010 - September 2012
Trammo June 2006 - October 2009
Self July 2005 - June 2006
Prudential Real Estate December 2003 - July 2005
Satellite Logistics Group May 2003 - December 2003
TD Ameritrade 1999 - 2003
Skills
C#, SQL, AJAX, ASP.NET, LINQ, XML, JavaScript, SQL Server, HTML, .NET, CSS, Visual Studio, jQuery, ASP, Web Services, ADO.NET, ASP.NET MVC, MVC, DHTML, Databases, T-SQL, Microsoft SQL Server, SharePoint, Web Applications, VB.NET
Education
University of Houston
Computer Engineering
Dulles
Fort Bend ISD March 2010 - September 2012
Trammo June 2006 - October 2009
Self July 2005 - June 2006
Prudential Real Estate December 2003 - July 2005
Satellite Logistics Group May 2003 - December 2003
TD Ameritrade 1999 - 2003
Skills
C#, SQL, AJAX, ASP.NET, LINQ, XML, JavaScript, SQL Server, HTML, .NET, CSS, Visual Studio, jQuery, ASP, Web Services, ADO.NET, ASP.NET MVC, MVC, DHTML, Databases, T-SQL, Microsoft SQL Server, SharePoint, Web Applications, VB.NET
Education
University of Houston
Computer Engineering
Dulles
Christian West's TD Ameritrade Experience June 2014 - Present
Job Manager, Investor Services at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2014 - Present
TD Ameritrade July 2013 - June 2014
thinkorswim May 2011 - July 2013
thinkorswim May 2008 - May 2011
Northwestern Mutual 2007 - 2008
Northwestern Mutual May 2005 - March 2007
Skills
Portfolio Management, Risk Management, Financial Markets, Options, Hedge Funds, FINRA, Series 7, Securities, Alternative Investments, Finance, Financial Risk, Trading, Derivatives, Technical Analysis, Electronic Trading, Data Analysis, Equities, Mutual Funds, Bonds, Series 63, Trading Strategies
Education
University of Idaho 2005 — 2008
Bachelor of Science, Finance
Northeastern Junior College 2003 — 2005
Associate of Arts, Business
TD Ameritrade June 2014 - Present
TD Ameritrade July 2013 - June 2014
thinkorswim May 2011 - July 2013
thinkorswim May 2008 - May 2011
Northwestern Mutual 2007 - 2008
Northwestern Mutual May 2005 - March 2007
Skills
Portfolio Management, Risk Management, Financial Markets, Options, Hedge Funds, FINRA, Series 7, Securities, Alternative Investments, Finance, Financial Risk, Trading, Derivatives, Technical Analysis, Electronic Trading, Data Analysis, Equities, Mutual Funds, Bonds, Series 63, Trading Strategies
Education
University of Idaho 2005 — 2008
Bachelor of Science, Finance
Northeastern Junior College 2003 — 2005
Associate of Arts, Business
Nathan Southard , MBA's TD Ameritrade Experience January 2007 - January 2008
Job Brand Finance Manager at Storck
Industry Consumer Goods
Experience
Storck November 2014 - Present
Storck June 2012 - October 2014
ConAgra Foods July 2011 - May 2012
ConAgra Foods January 2011 - August 2011
ConAgra Foods, Inc January 2010 - January 2011
ConAgra Foods, Inc. January 2009 - January 2010
ConAgra Foods, Inc. January 2008 - January 2009
TD Ameritrade January 2007 - January 2008
Skills
Financial Analysis, Financial Modeling, BPC, Business Intelligence, International Business, Business Strategy, Brand Development, Procurement, Operations, Financial Planning, Budgeting, Excel, Financial Forecasting, Budgets, Project Management, Microsoft Excel, Cross-functional Team..., SAP, Finance, Strategy, Pricing, Variance Analysis, Business Planning, Corporate Finance, Management, Forecasting, Strategic Financial...
Education
Loyola University Chicago 2014 — 2015
Master of Business Administration (MBA)
University of Iowa 2002 — 2007
B.B.A, Finance
La Universidad de Sevilla 2005 — 2006
B.A, Spanish
Storck November 2014 - Present
Storck June 2012 - October 2014
ConAgra Foods July 2011 - May 2012
ConAgra Foods January 2011 - August 2011
ConAgra Foods, Inc January 2010 - January 2011
ConAgra Foods, Inc. January 2009 - January 2010
ConAgra Foods, Inc. January 2008 - January 2009
TD Ameritrade January 2007 - January 2008
Skills
Financial Analysis, Financial Modeling, BPC, Business Intelligence, International Business, Business Strategy, Brand Development, Procurement, Operations, Financial Planning, Budgeting, Excel, Financial Forecasting, Budgets, Project Management, Microsoft Excel, Cross-functional Team..., SAP, Finance, Strategy, Pricing, Variance Analysis, Business Planning, Corporate Finance, Management, Forecasting, Strategic Financial...
Education
Loyola University Chicago 2014 — 2015
Master of Business Administration (MBA)
University of Iowa 2002 — 2007
B.B.A, Finance
La Universidad de Sevilla 2005 — 2006
B.A, Spanish
Robert Stork's TD Ameritrade Experience January 2013 - May 2014
Job Investment Advisor. On the Path to Changing the Financial Curve for 1 Million Americans.
Industry Investment Management
Experience
The Mutual Fund Store April 2014 - Present
TD Ameritrade January 2013 - May 2014
TD Ameritrade October 2010 - December 2012
Kenwood Strategic Advisors August 2008 - August 2009
Skills
Investments, Retirement Planning, Strategic Planning, New Business Development, Series 63, Series 7, Sales Management, Sales, Process Improvement, Wealth Management, Asset Allocation, Investment Advisory, Securities, Mutual Funds, Exchange Traded Funds, Retirement
Education
University of Iowa 2003 — 2008
BA, Communication Studies
University of Iowa 2003 — 2008
Minor, Business
The Mutual Fund Store April 2014 - Present
TD Ameritrade January 2013 - May 2014
TD Ameritrade October 2010 - December 2012
Kenwood Strategic Advisors August 2008 - August 2009
Skills
Investments, Retirement Planning, Strategic Planning, New Business Development, Series 63, Series 7, Sales Management, Sales, Process Improvement, Wealth Management, Asset Allocation, Investment Advisory, Securities, Mutual Funds, Exchange Traded Funds, Retirement
Education
University of Iowa 2003 — 2008
BA, Communication Studies
University of Iowa 2003 — 2008
Minor, Business
Bill Hennessey's TD Ameritrade Experience 2005 - 2007
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2015 - Present
Aequitas Capital August 2014 - March 2015
Charles Schwab March 2007 - August 2014
TD Ameritrade 2005 - 2007
Fidelity Investments 1997 - 2005
Skills
Series 7, Series 24, Series 6, Series 63, Mutual Funds, Wealth Management, Investment Advisory, Asset Allocation, Retirement Planning, FINRA, Securities, Uniform Combined State..., Series 65, 401k, Retirement, Alternative Investments, Private Equity, RIA, Closed-end Funds, Growth Capital, Succession Planning
Education
University of Cincinnati 1987 — 1992
TIAA-CREF July 2015 - Present
Aequitas Capital August 2014 - March 2015
Charles Schwab March 2007 - August 2014
TD Ameritrade 2005 - 2007
Fidelity Investments 1997 - 2005
Skills
Series 7, Series 24, Series 6, Series 63, Mutual Funds, Wealth Management, Investment Advisory, Asset Allocation, Retirement Planning, FINRA, Securities, Uniform Combined State..., Series 65, 401k, Retirement, Alternative Investments, Private Equity, RIA, Closed-end Funds, Growth Capital, Succession Planning
Education
University of Cincinnati 1987 — 1992
Fred Huston's TD Ameritrade Experience April 2007 - August 2008
Job Financial Services Professional
Industry Financial Services
Experience
Insurance & Annuity Specialist August 1993 - April 2010
American National AZ (2009) March 2009 - January 2010
American National AZ (2009) February 2009 - January 2010
TD Ameritrade April 2007 - August 2008
TD Ameritrade April 2007 - August 2008
ING Investment Management January 2000 - February 2001
Education
University of Cincinnati
BS, Marketing
University of Cincinnati
Bachelor, Marketing
University of Cincinnati
Bachelor, Marketing
Insurance & Annuity Specialist August 1993 - April 2010
American National AZ (2009) March 2009 - January 2010
American National AZ (2009) February 2009 - January 2010
TD Ameritrade April 2007 - August 2008
TD Ameritrade April 2007 - August 2008
ING Investment Management January 2000 - February 2001
Education
University of Cincinnati
BS, Marketing
University of Cincinnati
Bachelor, Marketing
University of Cincinnati
Bachelor, Marketing
Anupama Pandey- Shukla's TD Ameritrade Experience August 2008 - February 2009
Job Banking, Investment Banking & Relationship Management
Industry Banking
Experience
TD April 2013 - October 2013
TD Canada Trust March 2010 - April 2013
TD Ameritrade August 2008 - February 2009
TD February 2007 - July 2008
Aegis Media January 2005 - January 2006
Skills
CRM, Banking, Management, Customer Service, Call Center, Portfolio Management, Risk Management, Trading, Analysis, Equities, Options, Call Centers, Derivatives, Series 7, Mutual Funds, Relationship Management, Vendor Management
Education
University of Toronto Mississauga 2015 — 2016
Management of Enterprise Data Analytics, Data analytics
NASDAQ 2006 — 2006
Registered Securities License, Series 7 & 63
University of Lucknow 2002 — 2003
PG in Public Relations and Advertising, PR & advertising
TD April 2013 - October 2013
TD Canada Trust March 2010 - April 2013
TD Ameritrade August 2008 - February 2009
TD February 2007 - July 2008
Aegis Media January 2005 - January 2006
Skills
CRM, Banking, Management, Customer Service, Call Center, Portfolio Management, Risk Management, Trading, Analysis, Equities, Options, Call Centers, Derivatives, Series 7, Mutual Funds, Relationship Management, Vendor Management
Education
University of Toronto Mississauga 2015 — 2016
Management of Enterprise Data Analytics, Data analytics
NASDAQ 2006 — 2006
Registered Securities License, Series 7 & 63
University of Lucknow 2002 — 2003
PG in Public Relations and Advertising, PR & advertising
Toby Richker's TD Ameritrade Experience January 2010 - Present
Job Ebay Store Owner, Real Estate Broker, Stock Trader
Industry Real Estate
Experience
Richker January 2012 - Present
TD Ameritrade January 2010 - Present
Ebay January 2006 - Present
Skills
Parking
Education
University of Houston
Bachelor's Degree
Richker January 2012 - Present
TD Ameritrade January 2010 - Present
Ebay January 2006 - Present
Skills
Parking
Education
University of Houston
Bachelor's Degree
Tricia Rezac's TD Ameritrade Experience 2010 - February 2013
Job Information Security Manager II, Vice President at Bank of the West
Industry Financial Services
Experience
Bank of the West March 2013 - Present
TD Ameritrade 2010 - February 2013
TD Ameritrade 2009 - 2010
TD Ameritrade 2008 - 2009
TD Ameritrade 2006 - 2008
TD Ameritrade 2005 - 2006
TD Ameritrade 2004 - 2006
TD Ameritrade 2003 - 2004
TD Ameritrade 2000 - 2003
TD Ameritrade 1999 - 2000
Skills
Risk Management, Information Security..., CISSP, CISM, CRISC, Series 7, Series 24, Security Audits, Business Continuity, PCI DSS, Vulnerability Assessment, Information Security, Disaster Recovery, COBIT, Information Technology, SDLC, ITIL, Enterprise Software, Risk Assessment, Management, Security, Vendor Management
Education
University of Nebraska-Lincoln 1992 — 1994
Master of Education (MEd), Curriculum and Instruction
University of Iowa 1987 — 1992
Bachelor of Arts (BA), Journalism
Bank of the West March 2013 - Present
TD Ameritrade 2010 - February 2013
TD Ameritrade 2009 - 2010
TD Ameritrade 2008 - 2009
TD Ameritrade 2006 - 2008
TD Ameritrade 2005 - 2006
TD Ameritrade 2004 - 2006
TD Ameritrade 2003 - 2004
TD Ameritrade 2000 - 2003
TD Ameritrade 1999 - 2000
Skills
Risk Management, Information Security..., CISSP, CISM, CRISC, Series 7, Series 24, Security Audits, Business Continuity, PCI DSS, Vulnerability Assessment, Information Security, Disaster Recovery, COBIT, Information Technology, SDLC, ITIL, Enterprise Software, Risk Assessment, Management, Security, Vendor Management
Education
University of Nebraska-Lincoln 1992 — 1994
Master of Education (MEd), Curriculum and Instruction
University of Iowa 1987 — 1992
Bachelor of Arts (BA), Journalism
Hui Guo, FRM's TD Ameritrade Experience June 2013 - Present
Job Senior Quantitative Risk Analyst at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2013 - Present
ADM Investor Services January 2012 - June 2013
Wall Street North June 2011 - January 2012
GE Capital January 2011 - May 2011
Skills
Market Risk, Monte Carlo Simulation, VAR, Bloomberg, Quantitative Finance, C++, Python, R, VBA, Tortoise SVN, Quantitative Analytics, Matlab, Derivatives, Credit Scoring, SAS, Stress Testing, FX Options, Fincad, Risk Metrics, Time Series Analysis, Basel II, Option Pricing Models, Fixed Income Analysis, SQL, Stochastic Modeling, GUI development, Curve Fitting, Data Quality Assurance, Missing Data, Data Mining, Linux, Eclipse
Education
The University of Connecticut
Master, Financial Risk Management, GPA:4.0/4.0
TD Ameritrade June 2013 - Present
ADM Investor Services January 2012 - June 2013
Wall Street North June 2011 - January 2012
GE Capital January 2011 - May 2011
Skills
Market Risk, Monte Carlo Simulation, VAR, Bloomberg, Quantitative Finance, C++, Python, R, VBA, Tortoise SVN, Quantitative Analytics, Matlab, Derivatives, Credit Scoring, SAS, Stress Testing, FX Options, Fincad, Risk Metrics, Time Series Analysis, Basel II, Option Pricing Models, Fixed Income Analysis, SQL, Stochastic Modeling, GUI development, Curve Fitting, Data Quality Assurance, Missing Data, Data Mining, Linux, Eclipse
Education
The University of Connecticut
Master, Financial Risk Management, GPA:4.0/4.0
Meg Harris, CPA's TD Ameritrade Experience October 2014 - June 2015
Job Senior Accountant/CPA Nebraska Methodist Health System
Industry Insurance
Experience
Nebraska Methodist Health System June 2015 - Present
TD Ameritrade October 2014 - June 2015
Omaha's Henry Doorly Zoo January 2014 - October 2014
KPMG January 2012 - January 2014
Mutual of Omaha Insurance Co April 2010 - December 2011
Skills
Auditing, General Ledger, Internal Controls, Accounting, Internal Audit, Account Reconciliation, US GAAP, Management Estimates, Revenue Recognition, Investments, Alternative Investments, Assurance and Risk..., Analysis, Sarbanes-Oxley Act, Financial Reporting, Corporate Tax, Financial Accounting, Financial Analysis
Education
University of Nebraska at Omaha 2009 — 2011
BSBA Accounting, Business and Accounting
University of Iowa 2003 — 2009
BS, Mathematics, Business & Finance
Nebraska Methodist Health System June 2015 - Present
TD Ameritrade October 2014 - June 2015
Omaha's Henry Doorly Zoo January 2014 - October 2014
KPMG January 2012 - January 2014
Mutual of Omaha Insurance Co April 2010 - December 2011
Skills
Auditing, General Ledger, Internal Controls, Accounting, Internal Audit, Account Reconciliation, US GAAP, Management Estimates, Revenue Recognition, Investments, Alternative Investments, Assurance and Risk..., Analysis, Sarbanes-Oxley Act, Financial Reporting, Corporate Tax, Financial Accounting, Financial Analysis
Education
University of Nebraska at Omaha 2009 — 2011
BSBA Accounting, Business and Accounting
University of Iowa 2003 — 2009
BS, Mathematics, Business & Finance
Lee Stamper's TD Ameritrade Experience November 2007 - May 2012
Job Agency Owner at Farmers Insurance Group of Companies
Industry Financial Services
Experience
Farmers Insurance Group of Companies August 2014 - Present
Canard Capital Partners November 2013 - August 2014
Further Lane Securities June 2012 - September 2013
TD Ameritrade November 2007 - May 2012
Fixed Income Securities January 2001 - November 2007
Skills
Series 7, Fixed Income, Securities, Strategic Planning, Series 63, Trading, Series 24, Equities, Portfolio Management, Investment Strategies, Capital Markets, Mutual Funds, Risk Management, Wealth Management, Investments, Strategic Financial..., Asset Management, Hedge Funds, Sales, FINRA, Alternative Investments, Financial Services, Management, Bonds, Bloomberg, Asset Allocation, Options
Education
Clinton High School 1984 — 1987
University of Central Oklahoma
B.S., Accounting. Subsequent graduate coursework in business and finance.
Farmers Insurance Group of Companies August 2014 - Present
Canard Capital Partners November 2013 - August 2014
Further Lane Securities June 2012 - September 2013
TD Ameritrade November 2007 - May 2012
Fixed Income Securities January 2001 - November 2007
Skills
Series 7, Fixed Income, Securities, Strategic Planning, Series 63, Trading, Series 24, Equities, Portfolio Management, Investment Strategies, Capital Markets, Mutual Funds, Risk Management, Wealth Management, Investments, Strategic Financial..., Asset Management, Hedge Funds, Sales, FINRA, Alternative Investments, Financial Services, Management, Bonds, Bloomberg, Asset Allocation, Options
Education
Clinton High School 1984 — 1987
University of Central Oklahoma
B.S., Accounting. Subsequent graduate coursework in business and finance.
Linwood Ma's TD Ameritrade Experience 2009 - 2010
Job CTO at dough, Inc.
Industry Design
Experience
dough, Inc. October 2013 - Present
Quiet Foundation, Inc. 2010 - Present
TD Ameritrade 2009 - 2010
thinkorswim 2005 - 2009
thinkorswim 2000 - 2005
Wubba Communication and Consulting 1991 - 2000
Skills
Visual and Interactive..., Software Development:..., Trumpet, Entrepreneurship, Interaction Design, Software Development, Graphic Design, User Interface Design, Management, Start-ups, User Experience, Project Management, Creative Direction, Multimedia, MySQL, Options, Mergers & Acquisitions, Agile Methodologies, Technical Analysis, Trading, JavaScript, Git, Ruby on Rails, Web Development, Ruby, EmberJS, Integration, Software Design
Education
University of Illinois at Urbana-Champaign 1985 — 1989
BFA, Architecture
dough, Inc. October 2013 - Present
Quiet Foundation, Inc. 2010 - Present
TD Ameritrade 2009 - 2010
thinkorswim 2005 - 2009
thinkorswim 2000 - 2005
Wubba Communication and Consulting 1991 - 2000
Skills
Visual and Interactive..., Software Development:..., Trumpet, Entrepreneurship, Interaction Design, Software Development, Graphic Design, User Interface Design, Management, Start-ups, User Experience, Project Management, Creative Direction, Multimedia, MySQL, Options, Mergers & Acquisitions, Agile Methodologies, Technical Analysis, Trading, JavaScript, Git, Ruby on Rails, Web Development, Ruby, EmberJS, Integration, Software Design
Education
University of Illinois at Urbana-Champaign 1985 — 1989
BFA, Architecture
Johnnie Driver's TD Ameritrade Experience March 2008 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade March 2008 - Present
Skills
Series 7, Series 63, Mutual Funds, Wealth Management, Investments, Asset Allocation, Retirement Planning, Portfolio Management, Equities, Securities
Education
University of Houston 1999 — 2001
Accounting and Finance
Humble High School
TD Ameritrade March 2008 - Present
Skills
Series 7, Series 63, Mutual Funds, Wealth Management, Investments, Asset Allocation, Retirement Planning, Portfolio Management, Equities, Securities
Education
University of Houston 1999 — 2001
Accounting and Finance
Humble High School
Cameron Cunion's TD Ameritrade Experience November 2011 - June 2013
Job Financial Professional
Industry Financial Services
Experience
Charles Schwab August 2013 - Present
TD Ameritrade November 2011 - June 2013
Skills
Microsoft Excel, Microsoft Office, Customer Service, Brokerage, Securities, Equities, Mutual Funds, ETFs, Actuarial Science, Actuarial Exams, Mathematics, Financial Reporting, Microsoft Word
Education
University of Iowa
Bachelor of Science, Mathematics
Charles Schwab August 2013 - Present
TD Ameritrade November 2011 - June 2013
Skills
Microsoft Excel, Microsoft Office, Customer Service, Brokerage, Securities, Equities, Mutual Funds, ETFs, Actuarial Science, Actuarial Exams, Mathematics, Financial Reporting, Microsoft Word
Education
University of Iowa
Bachelor of Science, Mathematics
Gary Stephen's TD Ameritrade Experience 2007 - 2008
Job Web Host Customer Support Representative
Industry Retail
Experience
Telvent DTN October 2012 - Present
West July 2012 - September 2012
Pamida November 2008 - June 2012
TD Ameritrade 2007 - 2008
Technical Support, Inc. 2007 - 2007
Advantage Software 1998 - 2006
Skills
Technical Documentation, Software Documentation, Reconciling, Online Help Development, Software Training, Software Quality..., Microsoft Office, SQL, HTML + CSS, PHP, HTML, Analysis, Bank Reconciliation, Technical Support, Troubleshooting, Windows XP, PeopleSoft, Hands-on Training, Problem Solving, Visio
Education
University of South Florida 1995 — 1996
Bachelor of Arts (BA), Mass Communication/Media Studies
University of Florida 1990 — 1994
Associate of Arts (AA), General Studies
Telvent DTN October 2012 - Present
West July 2012 - September 2012
Pamida November 2008 - June 2012
TD Ameritrade 2007 - 2008
Technical Support, Inc. 2007 - 2007
Advantage Software 1998 - 2006
Skills
Technical Documentation, Software Documentation, Reconciling, Online Help Development, Software Training, Software Quality..., Microsoft Office, SQL, HTML + CSS, PHP, HTML, Analysis, Bank Reconciliation, Technical Support, Troubleshooting, Windows XP, PeopleSoft, Hands-on Training, Problem Solving, Visio
Education
University of South Florida 1995 — 1996
Bachelor of Arts (BA), Mass Communication/Media Studies
University of Florida 1990 — 1994
Associate of Arts (AA), General Studies
Kory Stewart's TD Ameritrade Experience November 2011 - April 2012
Job Technical Support Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade November 2011 - April 2012
Signa Development May 2009 - August 2009
Masimore Magnusen & Associates P.C. January 2006 - April 2008
Skills
Microsoft Office, ProSystem FX Tax..., Piano, Desktop Support, Laptops
Education
University of Iowa 2007 — 2011
Bachelor of Business Administration, Finance
TD Ameritrade November 2011 - April 2012
Signa Development May 2009 - August 2009
Masimore Magnusen & Associates P.C. January 2006 - April 2008
Skills
Microsoft Office, ProSystem FX Tax..., Piano, Desktop Support, Laptops
Education
University of Iowa 2007 — 2011
Bachelor of Business Administration, Finance
Natalie Oblazny's TD Ameritrade Experience November 2006 - Present
Job Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade November 2006 - Present
Education
University of Illinois at Chicago 1999 — 2003
Bachelor's degree, Creative Writing
TD Ameritrade November 2006 - Present
Education
University of Illinois at Chicago 1999 — 2003
Bachelor's degree, Creative Writing
Jason Dall's TD Ameritrade Experience November 2012 - June 2013
Job Entry Writer
Industry Financial Services
Experience
DHL September 2013 - Present
TD Ameritrade November 2012 - June 2013
Fidelity Investments October 1999 - June 2012
Western & Southern Financial Group June 1996 - October 1999
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Outlook, Sales, Research, Data Entry, Management, Team Leadership, Time Management, Analysis, Data Analysis
Education
University of Cincinnati 1992 — 1996
Bachelor of Science (BS), Environmental Science
DHL September 2013 - Present
TD Ameritrade November 2012 - June 2013
Fidelity Investments October 1999 - June 2012
Western & Southern Financial Group June 1996 - October 1999
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Outlook, Sales, Research, Data Entry, Management, Team Leadership, Time Management, Analysis, Data Analysis
Education
University of Cincinnati 1992 — 1996
Bachelor of Science (BS), Environmental Science
Heather Frantz's TD Ameritrade Experience March 2011 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade March 2011 - Present
Fidelity Investments May 2008 - September 2010
Education
University of Florida 2004 — 2008
Bachelor's degree, Finance, General
TD Ameritrade March 2011 - Present
Fidelity Investments May 2008 - September 2010
Education
University of Florida 2004 — 2008
Bachelor's degree, Finance, General
Doug Knudsen's TD Ameritrade Experience May 2010 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2010 - Present
TD Ameritrade January 2009 - May 2010
Bowyer Singleton & Assoc. Inc. May 2005 - September 2005
Education
University of Florida 2004 — 2008
Bachelor of Science (BS), Business Administration and Management, General
TD Ameritrade May 2010 - Present
TD Ameritrade January 2009 - May 2010
Bowyer Singleton & Assoc. Inc. May 2005 - September 2005
Education
University of Florida 2004 — 2008
Bachelor of Science (BS), Business Administration and Management, General
Yale Jaffe's TD Ameritrade Experience February 2012 - May 2015
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade May 2015 - Present
TD Ameritrade February 2012 - May 2015
LPL Finanical March 2005 - January 2012
Mesirow Financial February 1999 - January 2005
Merrill Lynch June 1993 - January 1999
Skills
Investments, Personal Financial..., Marketing, Portfolio Performance..., Sales Management, Financial Services, Retirement Planning, Sales Presentations, Public Speaking, University Teaching, Sales Process, Finance, Asset Allocation, Investors, Portfolio Management, Wealth Management, Management, Risk Management
Education
University of Illinois at Urbana-Champaign 1972 — 1978
Master's of Finance, Finance, General
Scottrade May 2015 - Present
TD Ameritrade February 2012 - May 2015
LPL Finanical March 2005 - January 2012
Mesirow Financial February 1999 - January 2005
Merrill Lynch June 1993 - January 1999
Skills
Investments, Personal Financial..., Marketing, Portfolio Performance..., Sales Management, Financial Services, Retirement Planning, Sales Presentations, Public Speaking, University Teaching, Sales Process, Finance, Asset Allocation, Investors, Portfolio Management, Wealth Management, Management, Risk Management
Education
University of Illinois at Urbana-Champaign 1972 — 1978
Master's of Finance, Finance, General
Kevin O'Bryan's TD Ameritrade Experience August 1995 - May 2000
Job Branch Manager at Scottrade Inc
Industry Financial Services
Experience
Scottrade Inc May 2001 - Present
Scottrade Inc May 2000 - May 2001
TD Ameritrade August 1995 - May 2000
Olde Discount Stockbrokers February 1995 - June 1995
Carbonated Beverage Service June 1989 - December 1992
U.S. Coast Guard November 1984 - June 1989
Education
University of Iowa 1998 — 2000
Earned 12 credit hours, MBA, 4.0
University of Louisville 1993 — 1994
Bachelor of Science (BS), Mathematics, 4.0
Scottrade Inc May 2001 - Present
Scottrade Inc May 2000 - May 2001
TD Ameritrade August 1995 - May 2000
Olde Discount Stockbrokers February 1995 - June 1995
Carbonated Beverage Service June 1989 - December 1992
U.S. Coast Guard November 1984 - June 1989
Education
University of Iowa 1998 — 2000
Earned 12 credit hours, MBA, 4.0
University of Louisville 1993 — 1994
Bachelor of Science (BS), Mathematics, 4.0
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.