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.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Matt Maley, CIMA®, PMP Matt Maley, CIMA®, PMP's TD Ameritrade Experience August 1993 - April 2000
Job Senior Manager at EY, FSO Advisory Services, Wealth and Asset Management
Industry Financial Services
Experience
EY May 2015 - Present
Albridge, an Affiliate of Pershing August 2010 - May 2015
OppenheimerFunds / OFI Private Investments February 2008 - May 2010
Bear Stearns June 2005 - February 2008
Bank of America April 2001 - June 2005
Banc of America Securities April 2000 - April 2001
TD Ameritrade August 1993 - April 2000
Skills
Financial Services, Mutual Funds, Portfolio Management, Hedge Funds, Investments, Asset Management, Management, Financial Advisory, Asset Allocation, Trading Systems, Process Improvement, Risk Management, Alternative Investments, Relationship Management, Banking, Program Management, Vendor Management, CRM, Equities, Series 63, Asset Managment, ETFs, Wealth Management, Capital Markets, Investment Management, Securities, Fixed Income, Trading, Separately Managed..., Performance Reporting, Product Management, Sales, FINRA, Leadership, Series 7, Fund Of Funds, Managed Accounts, Implementation, UMA
Education
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst℠ program, CIMA®
University of Massachusetts, Amherst 1987 — 1991
BA, Economics
EY May 2015 - Present
Albridge, an Affiliate of Pershing August 2010 - May 2015
OppenheimerFunds / OFI Private Investments February 2008 - May 2010
Bear Stearns June 2005 - February 2008
Bank of America April 2001 - June 2005
Banc of America Securities April 2000 - April 2001
TD Ameritrade August 1993 - April 2000
Skills
Financial Services, Mutual Funds, Portfolio Management, Hedge Funds, Investments, Asset Management, Management, Financial Advisory, Asset Allocation, Trading Systems, Process Improvement, Risk Management, Alternative Investments, Relationship Management, Banking, Program Management, Vendor Management, CRM, Equities, Series 63, Asset Managment, ETFs, Wealth Management, Capital Markets, Investment Management, Securities, Fixed Income, Trading, Separately Managed..., Performance Reporting, Product Management, Sales, FINRA, Leadership, Series 7, Fund Of Funds, Managed Accounts, Implementation, UMA
Education
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst℠ program, CIMA®
University of Massachusetts, Amherst 1987 — 1991
BA, Economics
Cameron Cole Cameron Cole's TD Ameritrade Experience May 2007 - February 2011
Job Financial Analyst / Strategic Manager
Industry Retail
Experience
Zions Bank March 2011 - February 2015
TD Ameritrade May 2007 - February 2011
AllianceBernstein April 2002 - April 2007
Skills
Leadership, Risk Management, Strategic Planning, Financial Analysis, Financial Services, SQL, Investments, Wealth Management, Financial Planning, Mutual Funds, Asset Management, Sales, Series 7, Series 63, Series 65, Sales Management..., Customer Service, Investment Advisory, Financial Advisory, Sales Management, Team Leadership, Recruiting
Education
University of Utah - David Eccles School of Business 2014 — 2016
Executive MBA
University of Montana 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Zions Bank March 2011 - February 2015
TD Ameritrade May 2007 - February 2011
AllianceBernstein April 2002 - April 2007
Skills
Leadership, Risk Management, Strategic Planning, Financial Analysis, Financial Services, SQL, Investments, Wealth Management, Financial Planning, Mutual Funds, Asset Management, Sales, Series 7, Series 63, Series 65, Sales Management..., Customer Service, Investment Advisory, Financial Advisory, Sales Management, Team Leadership, Recruiting
Education
University of Utah - David Eccles School of Business 2014 — 2016
Executive MBA
University of Montana 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Connor DiGregorio's TD Ameritrade Experience June 2014 - Present
Job Summer Intern at TD Ameritrade
Industry
Experience
TD Ameritrade June 2014 - Present
Student Technology Help Desk May 2013 - May 2014
Cutco/ Vector Marketing June 2012 - August 2012
John Nichols Law Firm June 2011 - July 2012
Subway June 2011 - July 2011
U.S. Congressman Pete Olson Campaign July 2010 - November 2010
Skills
Customer Service, Sales, Creative Writing, Computer Repair, Food Service
Education
University of Miami 2012 — 2016
Strake Jesuit College Preparatory
TD Ameritrade June 2014 - Present
Student Technology Help Desk May 2013 - May 2014
Cutco/ Vector Marketing June 2012 - August 2012
John Nichols Law Firm June 2011 - July 2012
Subway June 2011 - July 2011
U.S. Congressman Pete Olson Campaign July 2010 - November 2010
Skills
Customer Service, Sales, Creative Writing, Computer Repair, Food Service
Education
University of Miami 2012 — 2016
Strake Jesuit College Preparatory
Spencer Daw's TD Ameritrade Experience January 2013 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2013 - Present
Fidelity Investments March 2011 - January 2013
Wells Fargo April 2006 - August 2009
Skills
Spanish-speaking, Persian, Farsi, Series 7, Series 63, Series 66, Securities, Investments, Financial Services, Retirement Planning, Mutual Funds, Finance, Relationship Management, Portfolio Management, Asset Allocation, Financial Advisory, Wealth Management, Asset Management, FINRA, Series 65
Education
University of Maryland College Park 2009 — 2010
Master's degree, Persian Language
University of Utah 2006 — 2009
Bachelor of Arts (B.A.), Political Science and Government
TD Ameritrade January 2013 - Present
Fidelity Investments March 2011 - January 2013
Wells Fargo April 2006 - August 2009
Skills
Spanish-speaking, Persian, Farsi, Series 7, Series 63, Series 66, Securities, Investments, Financial Services, Retirement Planning, Mutual Funds, Finance, Relationship Management, Portfolio Management, Asset Allocation, Financial Advisory, Wealth Management, Asset Management, FINRA, Series 65
Education
University of Maryland College Park 2009 — 2010
Master's degree, Persian Language
University of Utah 2006 — 2009
Bachelor of Arts (B.A.), Political Science and Government
Larry Schaberg's TD Ameritrade Experience September 2012 - January 2013
Job Information Technology Professional
Industry Information Technology and Services
Experience
LarschTechnology, LLC January 2013 - Present
TD Ameritrade September 2012 - January 2013
GlobalNet Services, Inc. October 2008 - September 2012
American Society of Travel Agents February 2007 - October 2008
Drayton, Drayton & Lamar, Inc. February 2005 - February 2007
United States Marine Corps July 1999 - May 2002
Skills
Business Planning, Business Development, Google Search Appliance, Enterprise Search, Google Apps, XSLT, ColdFusion, CSS, Google Analytics, XHTML, HTML, Integration, Drupal, Windows Azure, SQL, IIS, SharePoint, Microsoft SQL Server, DNS, Microsoft Office, Vendor Management, Apache, XML, JavaScript, Training, Dreamweaver, PHP, ColdFusion 5 - 9, MySQL, Unix, Subversion, Windows, System Administration, Software Migration..., Intranet / Internet, Section 508, Office 365, Windows XP/Vista/7, Windows Server..., SQL Server 2000/2005, Hardware, Software, Configuration Management, AJAX, Java, Urchin, FTP, FTPS
Education
University of Maryland University College 2005 — 2012
Bachelors of Science, Computer Studies
University of Maryland University College 2010 — 2011
Certificate in Internet Technologies
LarschTechnology, LLC January 2013 - Present
TD Ameritrade September 2012 - January 2013
GlobalNet Services, Inc. October 2008 - September 2012
American Society of Travel Agents February 2007 - October 2008
Drayton, Drayton & Lamar, Inc. February 2005 - February 2007
United States Marine Corps July 1999 - May 2002
Skills
Business Planning, Business Development, Google Search Appliance, Enterprise Search, Google Apps, XSLT, ColdFusion, CSS, Google Analytics, XHTML, HTML, Integration, Drupal, Windows Azure, SQL, IIS, SharePoint, Microsoft SQL Server, DNS, Microsoft Office, Vendor Management, Apache, XML, JavaScript, Training, Dreamweaver, PHP, ColdFusion 5 - 9, MySQL, Unix, Subversion, Windows, System Administration, Software Migration..., Intranet / Internet, Section 508, Office 365, Windows XP/Vista/7, Windows Server..., SQL Server 2000/2005, Hardware, Software, Configuration Management, AJAX, Java, Urchin, FTP, FTPS
Education
University of Maryland University College 2005 — 2012
Bachelors of Science, Computer Studies
University of Maryland University College 2010 — 2011
Certificate in Internet Technologies
Derrick Cross Derrick Cross's TD Ameritrade Experience February 2015 - Present
Job Analyst at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade February 2015 - Present
TD Ameritrade September 2014 - February 2015
M-L Holding's Company December 2012 - September 2014
Skills
Data Analysis, Visual Basic, SQL, Algorithms, R, Quantitative Analytics, Quantitative Research, Statistical Data..., Statistics, Python, Business Strategy, Microsoft Excel, Analytics
Education
University of Maryland Baltimore County 2006 — 2012
Bachelor of Arts (B.A.), Biopsychology
University of Maryland Baltimore County 2006 — 2012
Bachelor of Science (B.S.), Molecular Biology
TD Ameritrade February 2015 - Present
TD Ameritrade September 2014 - February 2015
M-L Holding's Company December 2012 - September 2014
Skills
Data Analysis, Visual Basic, SQL, Algorithms, R, Quantitative Analytics, Quantitative Research, Statistical Data..., Statistics, Python, Business Strategy, Microsoft Excel, Analytics
Education
University of Maryland Baltimore County 2006 — 2012
Bachelor of Arts (B.A.), Biopsychology
University of Maryland Baltimore County 2006 — 2012
Bachelor of Science (B.S.), Molecular Biology
Gretchen Pesek's TD Ameritrade Experience September 2007 - Present
Job Partner Services Transfers Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2007 - Present
Kearney County Treasurer April 2006 - September 2007
Walmart October 2003 - April 2006
Skills
Series 63, Series 7, Microsoft Office, Microsoft Word, Microsoft Excel, Sales, Team Building, Investments, Insurance, FINRA, Process Improvement
Education
University of Nebraska at Kearney 2001 — 2005
BS, Business Administration
TD Ameritrade September 2007 - Present
Kearney County Treasurer April 2006 - September 2007
Walmart October 2003 - April 2006
Skills
Series 63, Series 7, Microsoft Office, Microsoft Word, Microsoft Excel, Sales, Team Building, Investments, Insurance, FINRA, Process Improvement
Education
University of Nebraska at Kearney 2001 — 2005
BS, Business Administration
Ramon Aguirre's TD Ameritrade Experience October 2014 - Present
Job BBVA Compass Bank
Industry Financial Services
Experience
BBVA Compass September 2015 - Present
TD Ameritrade October 2014 - Present
First Command Financial Services February 2014 - October 2014
H.D. Vest Financial Services January 2013 - February 2014
Skills
Equities, Investments, Financial Modeling, Sales, Retirement, Finance, Series 63, Mutual Funds, Microsoft Excel, Securities, Series 7, Life Insurance, Financial Services, FINRA, Bonds, Insurance, Trading, IRAs, ETFs, Critical Thinking, Retirement Planning
Education
University of Mary-Hardin Baylor 2009 — 2011
Bachelors Business Administration, Finance
BBVA Compass September 2015 - Present
TD Ameritrade October 2014 - Present
First Command Financial Services February 2014 - October 2014
H.D. Vest Financial Services January 2013 - February 2014
Skills
Equities, Investments, Financial Modeling, Sales, Retirement, Finance, Series 63, Mutual Funds, Microsoft Excel, Securities, Series 7, Life Insurance, Financial Services, FINRA, Bonds, Insurance, Trading, IRAs, ETFs, Critical Thinking, Retirement Planning
Education
University of Mary-Hardin Baylor 2009 — 2011
Bachelors Business Administration, Finance
Robert Sheely Robert Sheely's TD Ameritrade Experience May 2010 - April 2011
Job Private Client Advisor
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. May 2015 - Present
Charles Schwab May 2011 - September 2014
TD Ameritrade May 2010 - April 2011
Seaworthy Investments February 2009 - April 2010
Merrill Lynch December 1997 - January 2009
Bear Stearns January 1997 - November 1997
Skills
Finance, Investments, Retirement Planning, Portfolio Management, Financial Planning, Financial Analysis, Risk Management, Banking, Securities, Equities, Asset Management, Financial Advisory, Financial Services, Sales
Education
University of Mississippi 1988 — 1993
B A, Managerial Finance
J.P. Morgan Chase Bank, N.A. May 2015 - Present
Charles Schwab May 2011 - September 2014
TD Ameritrade May 2010 - April 2011
Seaworthy Investments February 2009 - April 2010
Merrill Lynch December 1997 - January 2009
Bear Stearns January 1997 - November 1997
Skills
Finance, Investments, Retirement Planning, Portfolio Management, Financial Planning, Financial Analysis, Risk Management, Banking, Securities, Equities, Asset Management, Financial Advisory, Financial Services, Sales
Education
University of Mississippi 1988 — 1993
B A, Managerial Finance
Aaron Pollack's TD Ameritrade Experience May 2015 - August 2015
Job Research Assistant at University of Michigan Strategic Reasoning Group
Industry
Experience
University of Michigan - Strategic Reasoning Group September 2015 - Present
TD Ameritrade May 2015 - August 2015
University of Michigan August 2013 - May 2015
Skills
C++, Software Development, Computer Repair, R, LaTeX, Java, C#, Python, SQL, SciPy, Data Analysis, Agile Application..., Computer Maintenance, Machine Learning, Artificial Intelligence
Education
University of Michigan 2013 — 2017
Bachelor's Degree, Economics, Computer Science
University of Michigan - Strategic Reasoning Group September 2015 - Present
TD Ameritrade May 2015 - August 2015
University of Michigan August 2013 - May 2015
Skills
C++, Software Development, Computer Repair, R, LaTeX, Java, C#, Python, SQL, SciPy, Data Analysis, Agile Application..., Computer Maintenance, Machine Learning, Artificial Intelligence
Education
University of Michigan 2013 — 2017
Bachelor's Degree, Economics, Computer Science
Blaine Drozd Blaine Drozd's TD Ameritrade Experience October 2014 - April 2015
Job .
Industry Financial Services
Experience
TD Ameritrade October 2014 - April 2015
Panera Bread February 2014 - September 2014
Big Cedar Lodge August 2013 - December 2013
University of Nebraska at Kearney September 2012 - December 2012
Boy Scouts of America May 2011 - July 2011
Sack & Lumber Co. May 2010 - July 2010
Skills
Student Affairs, Student Development, Student Engagement, Community Outreach, Public Speaking, Program Development, Event Planning, Customer Service, Time Management
Education
University of Nebraska at Kearney 2007 — 2013
Bachelor of Science (B.S.), Parks, Recreation and Leisure Studies, GPA 3.4 on 4.0 scale
TD Ameritrade October 2014 - April 2015
Panera Bread February 2014 - September 2014
Big Cedar Lodge August 2013 - December 2013
University of Nebraska at Kearney September 2012 - December 2012
Boy Scouts of America May 2011 - July 2011
Sack & Lumber Co. May 2010 - July 2010
Skills
Student Affairs, Student Development, Student Engagement, Community Outreach, Public Speaking, Program Development, Event Planning, Customer Service, Time Management
Education
University of Nebraska at Kearney 2007 — 2013
Bachelor of Science (B.S.), Parks, Recreation and Leisure Studies, GPA 3.4 on 4.0 scale
Justin van Schaik Justin van Schaik's TD Ameritrade Experience August 2000 - October 2004
Job Consulting Solutions Architect at World Wide Technology
Industry Financial Services
Experience
World Wide Technology September 2013 - Present
Bank of America October 2004 - September 2013
TD Ameritrade August 2000 - October 2004
Canadian Imperial Bank of Commerce August 1999 - August 2000
Cambridge Technology Partners April 1996 - May 1998
US Army February 1988 - May 1995
Skills
CCIE, MPLS, IP Multicast, Low Latency, Grid Computing, SAN, BGP, OSPF, Nexus, QoS, Data Center, Routing, Network Architecture, Cisco Technologies, Network Design, Networking, Disaster Recovery, Switches, Servers, Market Data, Business Continuity
Education
University of Maryland University College 2003 — 2005
MBA, Information Technology
University of Maryland College Park 1988 — 1993
BS, Economics
World Wide Technology September 2013 - Present
Bank of America October 2004 - September 2013
TD Ameritrade August 2000 - October 2004
Canadian Imperial Bank of Commerce August 1999 - August 2000
Cambridge Technology Partners April 1996 - May 1998
US Army February 1988 - May 1995
Skills
CCIE, MPLS, IP Multicast, Low Latency, Grid Computing, SAN, BGP, OSPF, Nexus, QoS, Data Center, Routing, Network Architecture, Cisco Technologies, Network Design, Networking, Disaster Recovery, Switches, Servers, Market Data, Business Continuity
Education
University of Maryland University College 2003 — 2005
MBA, Information Technology
University of Maryland College Park 1988 — 1993
BS, Economics
Abdul Ahmed's TD Ameritrade Experience June 2014 - August 2014
Job Systems Developer Associate
Industry Higher Education
Experience
Accenture July 2015 - Present
Aquilent November 2014 - April 2015
Cyberion December 2013 - September 2014
TD Ameritrade June 2014 - August 2014
Prometric June 2013 - August 2013
Skills
SDLC, CSS, SQL, HTML, Java, Microsoft Office, Data Analysis, Databases, Active Directory, Access, PowerPoint, Event Planning, Social Media, Student Affairs, Data Entry, Sales, Microsoft Excel, Customer Service, Facebook, Teamwork, Fundraising, Nonprofits, Emerging Technologies, Mobile Technology, LAN-WAN, VLAN, TCP/IP, DHCP, DNS, XHTML, Microsoft Word, Public Speaking, Leadership, Management, Windows, Information Technology
Education
University of Maryland Baltimore County 2011 — 2015
Bachelor of Science (B.S.), Information Technology, Senior
Lansdowne High 2007 — 2010
High School Degree, Information Technology and Engineering, 3.67
Accenture July 2015 - Present
Aquilent November 2014 - April 2015
Cyberion December 2013 - September 2014
TD Ameritrade June 2014 - August 2014
Prometric June 2013 - August 2013
Skills
SDLC, CSS, SQL, HTML, Java, Microsoft Office, Data Analysis, Databases, Active Directory, Access, PowerPoint, Event Planning, Social Media, Student Affairs, Data Entry, Sales, Microsoft Excel, Customer Service, Facebook, Teamwork, Fundraising, Nonprofits, Emerging Technologies, Mobile Technology, LAN-WAN, VLAN, TCP/IP, DHCP, DNS, XHTML, Microsoft Word, Public Speaking, Leadership, Management, Windows, Information Technology
Education
University of Maryland Baltimore County 2011 — 2015
Bachelor of Science (B.S.), Information Technology, Senior
Lansdowne High 2007 — 2010
High School Degree, Information Technology and Engineering, 3.67
Adam Abou-Nasr Adam Abou-Nasr's TD Ameritrade Experience July 2014 - November 2014
Job Smile!
Industry Marketing and Advertising
Experience
Best Buy May 2015 - Present
RadioShack November 2014 - May 2015
TD Ameritrade July 2014 - November 2014
Data Media Solutions March 2014 - July 2014
RadioShack July 2011 - March 2014
Skills
Sales, Retail, Visual Merchandising, Inventory Management, Retail Sales, Profit, Time Management, Team Leadership, Store Operations, POS, Training, Customer Experience, Team Building, Cashiering, Teamwork, Employee Training, Social Media
Education
University of Nebraska at Omaha 2015 — 2018
Bachelor of Science (BS), Journalism - Public Relations, Advertising, and Applied Communication
Best Buy May 2015 - Present
RadioShack November 2014 - May 2015
TD Ameritrade July 2014 - November 2014
Data Media Solutions March 2014 - July 2014
RadioShack July 2011 - March 2014
Skills
Sales, Retail, Visual Merchandising, Inventory Management, Retail Sales, Profit, Time Management, Team Leadership, Store Operations, POS, Training, Customer Experience, Team Building, Cashiering, Teamwork, Employee Training, Social Media
Education
University of Nebraska at Omaha 2015 — 2018
Bachelor of Science (BS), Journalism - Public Relations, Advertising, and Applied Communication
Kanta Jiwnani Kanta Jiwnani's TD Ameritrade Experience June 2004 - August 2006
Job Sr Web Developer
Industry Financial Services
Experience
Hotspot FX, Knight Capital Group August 2006 - Present
TD Ameritrade June 2004 - August 2006
IBM September 2003 - January 2004
Skills
Trading Systems, Business Analysis, FIX, jQuery, AJAX, Python, Django, ColdFusion, SQL, Perl, Java, Electronic Trading, Unix
Education
University of Maryland College Park 2000 — 2003
MS, Computer Science
University of Mumbai 1996 — 2000
Bachelors, Computer Engineering
Hotspot FX, Knight Capital Group August 2006 - Present
TD Ameritrade June 2004 - August 2006
IBM September 2003 - January 2004
Skills
Trading Systems, Business Analysis, FIX, jQuery, AJAX, Python, Django, ColdFusion, SQL, Perl, Java, Electronic Trading, Unix
Education
University of Maryland College Park 2000 — 2003
MS, Computer Science
University of Mumbai 1996 — 2000
Bachelors, Computer Engineering
Jim Reilly's TD Ameritrade Experience May 2010 - Present
Job Managing Director, Chief Compliance Officer at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2010 - Present
Lex Sequor Consulting, LLC January 2008 - May 2010
TIAA-CREF January 2006 - January 2008
Goldman Sachs May 2000 - December 2005
Salomon Smith Barney 1991 - 1997
NASD 1989 - 1990
Skills
Series 24, Series 7, Securities, Prime Brokerage, FINRA, Series 63, Financial Regulation, Hedge Funds, Broker-Dealer, ETFs, Alternative Investments, Fixed Income, Investment Advisory, Equities, Mutual Funds, Securities Regulation, OFAC, Trading Systems, Options, USA PATRIOT Act, Financial Services, Investment Banking, Capital Markets, AML, Investments, KYC, Trading, SEC, Electronic Trading, Asset Management, Financial Risk, Derivatives, Risk Management, Equity Trading, Financial Markets, Bonds, Equity Derivatives, Wealth Management, Structured Products, Investment Management, Management, Anti Money Laundering
Education
University of Maryland College Park 1983 — 1987
Bachelor of Science (BS), Finance
TD Ameritrade May 2010 - Present
Lex Sequor Consulting, LLC January 2008 - May 2010
TIAA-CREF January 2006 - January 2008
Goldman Sachs May 2000 - December 2005
Salomon Smith Barney 1991 - 1997
NASD 1989 - 1990
Skills
Series 24, Series 7, Securities, Prime Brokerage, FINRA, Series 63, Financial Regulation, Hedge Funds, Broker-Dealer, ETFs, Alternative Investments, Fixed Income, Investment Advisory, Equities, Mutual Funds, Securities Regulation, OFAC, Trading Systems, Options, USA PATRIOT Act, Financial Services, Investment Banking, Capital Markets, AML, Investments, KYC, Trading, SEC, Electronic Trading, Asset Management, Financial Risk, Derivatives, Risk Management, Equity Trading, Financial Markets, Bonds, Equity Derivatives, Wealth Management, Structured Products, Investment Management, Management, Anti Money Laundering
Education
University of Maryland College Park 1983 — 1987
Bachelor of Science (BS), Finance
Vivian Wei Tang's TD Ameritrade Experience January 2008 - April 2008
Job Director, Strategic Analytics at FCB Global
Industry Marketing and Advertising
Experience
FCB Global September 2014 - Present
Geometry Global May 2013 - September 2014
AKQA July 2012 - April 2013
Wunderman April 2008 - July 2012
TD Ameritrade January 2008 - April 2008
Fentress Incorporated March 2004 - January 2008
Skills
SAS, Analytics, Data Analysis, Data Mining, Google Analytics, Omniture, SQL, Social Media, Radian6, Dashboarding, Crystal Ball, SPSS
Education
University of Maryland College Park
Master, Economics
FCB Global September 2014 - Present
Geometry Global May 2013 - September 2014
AKQA July 2012 - April 2013
Wunderman April 2008 - July 2012
TD Ameritrade January 2008 - April 2008
Fentress Incorporated March 2004 - January 2008
Skills
SAS, Analytics, Data Analysis, Data Mining, Google Analytics, Omniture, SQL, Social Media, Radian6, Dashboarding, Crystal Ball, SPSS
Education
University of Maryland College Park
Master, Economics
David Polant David Polant's TD Ameritrade Experience September 2014 - Present
Job Enterprise Data Modeler at TD Ameritrade
Industry Computer Software
Experience
TD Ameritrade September 2014 - Present
Hexaware Technologies May 2010 - February 2014
Unisys October 2007 - April 2010
Unisys 1999 - September 2007
Unisys March 1995 - December 1998
Unisys January 1992 - February 1995
Unisys March 1984 - December 1991
Skills
Data Warehousing, Business Intelligence, Software Development, Data Modeling, Database Design, Data Governance, Visual Basic, ETL, SQL, PL/SQL, Business Analysis, SDLC, Architecture, Architectures, Erwin, UML, Metadata Management, RUP Methodologies, Software Project..., Oracle RDBMS, Siebel 7.x, SalesForce.com, Oracle PL/SQL..., MS Project, Writing, Visio, Oracle, Databases, Business Objects, Data Warehouse
Education
University of Michigan
AB, English
Wayne State University
MA, English
Wayne State University
Computer Science
University of Michigan - Stephen M. Ross School of Business
MBA, Marketing, Information Systems
TD Ameritrade September 2014 - Present
Hexaware Technologies May 2010 - February 2014
Unisys October 2007 - April 2010
Unisys 1999 - September 2007
Unisys March 1995 - December 1998
Unisys January 1992 - February 1995
Unisys March 1984 - December 1991
Skills
Data Warehousing, Business Intelligence, Software Development, Data Modeling, Database Design, Data Governance, Visual Basic, ETL, SQL, PL/SQL, Business Analysis, SDLC, Architecture, Architectures, Erwin, UML, Metadata Management, RUP Methodologies, Software Project..., Oracle RDBMS, Siebel 7.x, SalesForce.com, Oracle PL/SQL..., MS Project, Writing, Visio, Oracle, Databases, Business Objects, Data Warehouse
Education
University of Michigan
AB, English
Wayne State University
MA, English
Wayne State University
Computer Science
University of Michigan - Stephen M. Ross School of Business
MBA, Marketing, Information Systems
Lauren Berkowitz, CMP Lauren Berkowitz, CMP's TD Ameritrade Experience December 2006 - Present
Job Senior Manager The Event Group at TD Ameritrade
Industry Financial Services
Karen L Bjerke Karen L Bjerke's TD Ameritrade Experience September 2000 - May 2001
Job Customer Service Consultant at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2012 - Present
Principal Financial Group November 2004 - Present
Principal Financial Group October 2003 - November 2004
Principal Financial Group September 2001 - October 2003
TD Ameritrade September 2000 - May 2001
TD Ameritrade September 1998 - September 2000
Skills
Customer Service, Communication Skills, Highly detail oriented, Organization &..., Process Improvement, Project Management, Project Planning, Business Requirements, Quality Assurance, Training, Negotiation, Outlook, Microsoft Word, Microsoft Excel, Facebook, Typing, Health Insurance, Dental Insurance, Vision Insurance, Stock Market, Call Centers, Analysis, Insurance, Time Management, Business Analysis
Education
University of Nebraska at Omaha 1997 — 1998
Business Administration and Management, General
University of Nebraska at Kearney 1996 — 1997
Business Administration and Management, General
University of Nebraska at Kearney 1994 — 1995
Social Work
Principal Financial Group June 2012 - Present
Principal Financial Group November 2004 - Present
Principal Financial Group October 2003 - November 2004
Principal Financial Group September 2001 - October 2003
TD Ameritrade September 2000 - May 2001
TD Ameritrade September 1998 - September 2000
Skills
Customer Service, Communication Skills, Highly detail oriented, Organization &..., Process Improvement, Project Management, Project Planning, Business Requirements, Quality Assurance, Training, Negotiation, Outlook, Microsoft Word, Microsoft Excel, Facebook, Typing, Health Insurance, Dental Insurance, Vision Insurance, Stock Market, Call Centers, Analysis, Insurance, Time Management, Business Analysis
Education
University of Nebraska at Omaha 1997 — 1998
Business Administration and Management, General
University of Nebraska at Kearney 1996 — 1997
Business Administration and Management, General
University of Nebraska at Kearney 1994 — 1995
Social Work
David Murrell David Murrell's TD Ameritrade Experience April 2014 - Present
Job Director of Enterprise Architecture at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade April 2014 - Present
MGM Resorts International August 2012 - April 2014
David A. Murrell, LLC October 2006 - August 2012
Ford Motor Company October 2004 - October 2006
Xede Consulting Group, Inc. October 1999 - October 2004
Computer Consultants of America, Inc. (CCI) November 1998 - October 1999
Advanced Systems International August 1996 - November 1998
Analytical Technologies, Inc. (Anatec) March 1996 - August 1996
Price Waterhouse February 1995 - March 1996
Skills
IT Strategy, Solution Architecture, Enterprise Architecture, Enterprise Integration, Agile Methodologies, Continuous Integration, Software Development, Project Management, SOA, Oracle, Java, SQL, UML, SDLC, Integration, Java Enterprise Edition, Architecture, Software Project..., Business Intelligence, Data Warehousing, Architectures
Education
University of Michigan 1999 — 2002
MS
University of Michigan - Stephen M. Ross School of Business 1997 — 2001
MBA
University of Michigan 1991 — 1994
BS
TD Ameritrade April 2014 - Present
MGM Resorts International August 2012 - April 2014
David A. Murrell, LLC October 2006 - August 2012
Ford Motor Company October 2004 - October 2006
Xede Consulting Group, Inc. October 1999 - October 2004
Computer Consultants of America, Inc. (CCI) November 1998 - October 1999
Advanced Systems International August 1996 - November 1998
Analytical Technologies, Inc. (Anatec) March 1996 - August 1996
Price Waterhouse February 1995 - March 1996
Skills
IT Strategy, Solution Architecture, Enterprise Architecture, Enterprise Integration, Agile Methodologies, Continuous Integration, Software Development, Project Management, SOA, Oracle, Java, SQL, UML, SDLC, Integration, Java Enterprise Edition, Architecture, Software Project..., Business Intelligence, Data Warehousing, Architectures
Education
University of Michigan 1999 — 2002
MS
University of Michigan - Stephen M. Ross School of Business 1997 — 2001
MBA
University of Michigan 1991 — 1994
BS
Nina Batenhorst Nina Batenhorst's TD Ameritrade Experience June 2015 - Present
Job Campaign Interaction Analyst II at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2015 - Present
TD Ameritrade October 2012 - June 2015
TD Ameritrade January 2011 - October 2012
University of Nebraska at Kearney August 2007 - May 2010
Skills
Microsoft Office, Event Planning, Customer Service, Management, Leadership, PowerPoint, Social Networking, Public Speaking, Time Management, Teamwork, Research, Microsoft Excel, Series 7, Sales, Outlook, Social Media Marketing, Microsoft Word, Investments, Series 63, Event Management, Marketing, Team Leadership, Fundraising, Financial Analysis, Strategic Planning, Budgets, Finance, Higher Education, Process Improvement, Teaching, Portfolio Management, Series 3, Organized Multi-tasker, Market Research, Advertising, Marketing Communications, Program Management, Series 34, SQL, SAS
Education
University of Nebraska at Kearney 2006 — 2010
Bachelor of Science in Business Administration, Marketing, International Business
TD Ameritrade June 2015 - Present
TD Ameritrade October 2012 - June 2015
TD Ameritrade January 2011 - October 2012
University of Nebraska at Kearney August 2007 - May 2010
Skills
Microsoft Office, Event Planning, Customer Service, Management, Leadership, PowerPoint, Social Networking, Public Speaking, Time Management, Teamwork, Research, Microsoft Excel, Series 7, Sales, Outlook, Social Media Marketing, Microsoft Word, Investments, Series 63, Event Management, Marketing, Team Leadership, Fundraising, Financial Analysis, Strategic Planning, Budgets, Finance, Higher Education, Process Improvement, Teaching, Portfolio Management, Series 3, Organized Multi-tasker, Market Research, Advertising, Marketing Communications, Program Management, Series 34, SQL, SAS
Education
University of Nebraska at Kearney 2006 — 2010
Bachelor of Science in Business Administration, Marketing, International Business
Adam Gordier Adam Gordier's TD Ameritrade Experience March 2014 - Present
Job Systems Support Engineer at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade March 2014 - Present
TD Ameritrade October 2011 - March 2014
TD Ameritrade March 2008 - October 2011
QWEST COMMUNICATIONS CORP October 2007 - March 2008
Skills
System Administration, Active Directory, Windows 7, Disaster Recovery, Series 7, Series 63, Technical Support, Windows, Computer Hardware, Linux, VMware, Powershell, DNS, Python, NOC, BMC Remedy, Batch Processing, Customer Service, Risk Management, Securities, Microsoft Office, Equities
Education
University of Nebraska at Kearney 2005 — 2006
TD Ameritrade March 2014 - Present
TD Ameritrade October 2011 - March 2014
TD Ameritrade March 2008 - October 2011
QWEST COMMUNICATIONS CORP October 2007 - March 2008
Skills
System Administration, Active Directory, Windows 7, Disaster Recovery, Series 7, Series 63, Technical Support, Windows, Computer Hardware, Linux, VMware, Powershell, DNS, Python, NOC, BMC Remedy, Batch Processing, Customer Service, Risk Management, Securities, Microsoft Office, Equities
Education
University of Nebraska at Kearney 2005 — 2006
Ian Frank Ian Frank's TD Ameritrade Experience August 2015 - Present
Job Investment Consultant at TD Ameritrade
Industry Investment Management
Experience
TD Ameritrade August 2015 - Present
TD Ameritrade April 2015 - August 2015
T. Rowe Price July 2013 - April 2015
T. Rowe Price October 2010 - June 2013
SAIC May 2008 - August 2008
UPS Supply Chain Solutions May 2007 - August 2007
Skills
Investments, Retirement Products, Sales Presentations, 401k, Employee Benefits, Defined Benefit, Retirement, Mutual Funds, Microsoft Office, Microsoft Excel, Management, FINRA, PowerPoint, Series 7, Finance
Education
University of Mary Washington 2006 — 2010
Bachelor's Degree, Business Administration, Accounting Concentration
University of Deusto, Bilbao, Spain 2009 — 2009
Spanish
TD Ameritrade August 2015 - Present
TD Ameritrade April 2015 - August 2015
T. Rowe Price July 2013 - April 2015
T. Rowe Price October 2010 - June 2013
SAIC May 2008 - August 2008
UPS Supply Chain Solutions May 2007 - August 2007
Skills
Investments, Retirement Products, Sales Presentations, 401k, Employee Benefits, Defined Benefit, Retirement, Mutual Funds, Microsoft Office, Microsoft Excel, Management, FINRA, PowerPoint, Series 7, Finance
Education
University of Mary Washington 2006 — 2010
Bachelor's Degree, Business Administration, Accounting Concentration
University of Deusto, Bilbao, Spain 2009 — 2009
Spanish
Sue Puro Sue Puro's TD Ameritrade Experience February 2012 - Present
Job Business Analyst
Industry Financial Services
Experience
TD Ameritrade February 2012 - Present
Johnson & Johnson June 2011 - January 2012
Wachovia, A Wells Fargo Company January 2006 - May 2011
Allscripts December 2003 - December 2005
Skills
SDLC, SharePoint, Requirements Gathering, UML, Business Process, Testing, RUP, Management, Business Analysis, Vendor Management, Requirements Analysis, Business Intelligence, Data Warehousing, Team Building, Business Process..., Resource Management, ERP, Oracle, Microsoft SQL Server, Talent Acquisition
Education
University of Mumbai
Bachelor of Science, Science
TD Ameritrade February 2012 - Present
Johnson & Johnson June 2011 - January 2012
Wachovia, A Wells Fargo Company January 2006 - May 2011
Allscripts December 2003 - December 2005
Skills
SDLC, SharePoint, Requirements Gathering, UML, Business Process, Testing, RUP, Management, Business Analysis, Vendor Management, Requirements Analysis, Business Intelligence, Data Warehousing, Team Building, Business Process..., Resource Management, ERP, Oracle, Microsoft SQL Server, Talent Acquisition
Education
University of Mumbai
Bachelor of Science, Science
Dale Langefels's TD Ameritrade Experience February 2007 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade February 2007 - Present
Skills
Mutual Funds, Securities, Wealth Management, Series 7, Retirement Planning, Uniform Combined State..., Investments, Series 63, Asset Allocation, Investment Strategies, Investment Advisory, Retirement, FINRA, Financial Advisory, Series 65
Education
University of Minnesota-Twin Cities
Bachelor's Degree, Aerospace Engineering and Mechanics
TD Ameritrade February 2007 - Present
Skills
Mutual Funds, Securities, Wealth Management, Series 7, Retirement Planning, Uniform Combined State..., Investments, Series 63, Asset Allocation, Investment Strategies, Investment Advisory, Retirement, FINRA, Financial Advisory, Series 65
Education
University of Minnesota-Twin Cities
Bachelor's Degree, Aerospace Engineering and Mechanics
LeeAnn Powell LeeAnn Powell's TD Ameritrade Experience June 2010 - March 2011
Job VP, Sr. Marketing Manager, Client Marketing & Communications, JPMorgan Chase
Industry Marketing and Advertising
Experience
JPMorgan Chase November 2012 - Present
Marketing Communications January 2012 - Present
WIT Strategy February 2011 - September 2011
TD Ameritrade June 2010 - March 2011
UBS Wealth Management March 2007 - May 2010
Wechsler Ross & Partners 2005 - 2007
Frank Russell Company 1992 - 1994
Putnam Investments 1989 - 1992
Skills
Editing, Marketing Communications, Writing, Marketing Strategy, Content Development, Digital Marketing, Email Marketing, Advertising, Integrated Marketing, Social Media, Social Media Marketing, Project Management, Web Content, Financial Services, Video, Content Strategy, Marketing, Corporate Communications, Adobe Creative Suite
Education
University of Massachusetts, Amherst 1983 — 1985
BA
marketing communications
JPMorgan Chase November 2012 - Present
Marketing Communications January 2012 - Present
WIT Strategy February 2011 - September 2011
TD Ameritrade June 2010 - March 2011
UBS Wealth Management March 2007 - May 2010
Wechsler Ross & Partners 2005 - 2007
Frank Russell Company 1992 - 1994
Putnam Investments 1989 - 1992
Skills
Editing, Marketing Communications, Writing, Marketing Strategy, Content Development, Digital Marketing, Email Marketing, Advertising, Integrated Marketing, Social Media, Social Media Marketing, Project Management, Web Content, Financial Services, Video, Content Strategy, Marketing, Corporate Communications, Adobe Creative Suite
Education
University of Massachusetts, Amherst 1983 — 1985
BA
marketing communications
Brice Gadjoro M. S. Brice Gadjoro M. S.'s TD Ameritrade Experience February 2006 - July 2006
Job SQL Developer
Industry Information Technology and Services
Experience
CenturyLink February 2015 - Present
Kaiser Permanente September 2014 - February 2015
Empereon Marketing April 2014 - September 2014
Junction Solutions September 2013 - April 2014
ConAgra Foods September 2009 - September 2013
Wi-NET LLC September 2009 - April 2011
West Corporation March 2008 - August 2009
Cox Communications January 2005 - March 2008
TD Ameritrade February 2006 - July 2006
University of Nebraska at Omaha January 2004 - September 2004
Skills
SQL*Plus, Customer Service, Java, Oracle, Visio, Microsoft Office, TCP/IP protocols, Erwin 3.5, UML, Telnet, Telecommunications, Telecommunications..., WiMAX, Cisco IOS, Cisco Routers, Networking, Management, Troubleshooting, Servers, Firewalls, Cisco Technologies, SQL, Microsoft SQL Server, Technical Support, SDLC, Quality Assurance, Routers, Wireless, OSPF, Unix, BGP, SharePoint, Operating Systems, Business Intelligence, Software Development
Education
University of Nebraska at Omaha 2007 — 2011
Master of Science, MIS
University of Nebraska at Kearney 2000 — 2004
BS, Telecommunications
CenturyLink February 2015 - Present
Kaiser Permanente September 2014 - February 2015
Empereon Marketing April 2014 - September 2014
Junction Solutions September 2013 - April 2014
ConAgra Foods September 2009 - September 2013
Wi-NET LLC September 2009 - April 2011
West Corporation March 2008 - August 2009
Cox Communications January 2005 - March 2008
TD Ameritrade February 2006 - July 2006
University of Nebraska at Omaha January 2004 - September 2004
Skills
SQL*Plus, Customer Service, Java, Oracle, Visio, Microsoft Office, TCP/IP protocols, Erwin 3.5, UML, Telnet, Telecommunications, Telecommunications..., WiMAX, Cisco IOS, Cisco Routers, Networking, Management, Troubleshooting, Servers, Firewalls, Cisco Technologies, SQL, Microsoft SQL Server, Technical Support, SDLC, Quality Assurance, Routers, Wireless, OSPF, Unix, BGP, SharePoint, Operating Systems, Business Intelligence, Software Development
Education
University of Nebraska at Omaha 2007 — 2011
Master of Science, MIS
University of Nebraska at Kearney 2000 — 2004
BS, Telecommunications
Ahmed Tijani Tantan's TD Ameritrade Experience May 2000 - August 2001
Job Information Technology
Industry Financial Services
Experience
CDS Global September 2011 - Present
PayDQ August 2007 - September 2011
PayDQ September 2001 - September 2011
TD Ameritrade May 2000 - August 2001
Skills
Enterprise Architecture, SDLC, Java Enterprise Edition, PCI DSS, Eclipse, Microsoft SQL Server, Information Security, Information Technology, Business Intelligence, Credit Cards, Integration, Business Process, IT Strategy, SharePoint, Databases, Data Modeling, Disaster Recovery, Vendor Management, Requirements Analysis, IT Management
Education
University of Nebraska at Omaha 1997 — 2003
Computer Engineering
CDS Global September 2011 - Present
PayDQ August 2007 - September 2011
PayDQ September 2001 - September 2011
TD Ameritrade May 2000 - August 2001
Skills
Enterprise Architecture, SDLC, Java Enterprise Edition, PCI DSS, Eclipse, Microsoft SQL Server, Information Security, Information Technology, Business Intelligence, Credit Cards, Integration, Business Process, IT Strategy, SharePoint, Databases, Data Modeling, Disaster Recovery, Vendor Management, Requirements Analysis, IT Management
Education
University of Nebraska at Omaha 1997 — 2003
Computer Engineering
Vicki Grunwald Vicki Grunwald's TD Ameritrade Experience March 1998 - September 2003
Job Archer Certified Professional at PayPal
Industry Internet
Experience
PayPal November 2006 - Present
Legent Clearing 2003 - 2006
TD Ameritrade March 1998 - September 2003
Skills
PCI DSS, Security, Information Security, Information Security..., Risk Management, Vendor Management, CISSP, Vulnerability Assessment, Computer Security, Information Technology, IT Audit, Governance, Vulnerability Management
Education
University of Missouri-Columbia 1982 — 1986
Bachelor, Psychology
PayPal November 2006 - Present
Legent Clearing 2003 - 2006
TD Ameritrade March 1998 - September 2003
Skills
PCI DSS, Security, Information Security, Information Security..., Risk Management, Vendor Management, CISSP, Vulnerability Assessment, Computer Security, Information Technology, IT Audit, Governance, Vulnerability Management
Education
University of Missouri-Columbia 1982 — 1986
Bachelor, Psychology
Amine Boudalia's TD Ameritrade Experience May 2014 - August 2014
Job UX Designer
Industry Design
Experience
University of Michigan January 2015 - May 2015
University of Michigan September 2013 - May 2015
University of Michigan September 2014 - December 2014
TD Ameritrade May 2014 - August 2014
Bridge Magazine March 2013 - August 2013
Gerald R. Ford School of Public Policy September 2009 - December 2012
Skills
CSS, HTML, Python, Photoshop, Java, Research, PowerPoint, User Interface Design, PHP, JavaScript, Contextual Inquiry, Programming, C++, Dreamweaver, Microsoft Office, Microsoft Word, User Experience, Illustrator, Adobe Creative Suite, User Research, Web Design, C, User Scenarios, Customer Service, Teamwork, Windows, Interaction Design, User Experience Design, Usability Testing, WordPress, English, InDesign
Education
University of Michigan - School of Information 2013 — 2015
Masters of Science in Information, Human Computer Interaction
University of Michigan 2009 — 2012
Bachelor of Science (BS), Computer Science
University of Michigan January 2015 - May 2015
University of Michigan September 2013 - May 2015
University of Michigan September 2014 - December 2014
TD Ameritrade May 2014 - August 2014
Bridge Magazine March 2013 - August 2013
Gerald R. Ford School of Public Policy September 2009 - December 2012
Skills
CSS, HTML, Python, Photoshop, Java, Research, PowerPoint, User Interface Design, PHP, JavaScript, Contextual Inquiry, Programming, C++, Dreamweaver, Microsoft Office, Microsoft Word, User Experience, Illustrator, Adobe Creative Suite, User Research, Web Design, C, User Scenarios, Customer Service, Teamwork, Windows, Interaction Design, User Experience Design, Usability Testing, WordPress, English, InDesign
Education
University of Michigan - School of Information 2013 — 2015
Masters of Science in Information, Human Computer Interaction
University of Michigan 2009 — 2012
Bachelor of Science (BS), Computer Science
Edward Waddill Edward Waddill's TD Ameritrade Experience June 2014 - August 2014
Job Consultant at PwC
Industry Management Consulting
Experience
PwC August 2015 - Present
University of Maryland August 2011 - May 2015
TD Ameritrade June 2014 - August 2014
University of Maryland May 2012 - August 2012
Skills
Public Speaking, Teaching, PowerPoint, Social Media, Higher Education, Microsoft Office, Event Planning, Editing, Microsoft Word, Microsoft Excel, Community Outreach, Data Analysis, Facebook, Social Networking, Qualitative Research
Education
University of Maryland College Park 2011 — 2015
Bachelor of Science (B.S.), Marketing
University of Maryland College Park 2011 — 2015
Bachelor of Science (B.S.), Logistics, Materials, and Supply Chain Management
PwC August 2015 - Present
University of Maryland August 2011 - May 2015
TD Ameritrade June 2014 - August 2014
University of Maryland May 2012 - August 2012
Skills
Public Speaking, Teaching, PowerPoint, Social Media, Higher Education, Microsoft Office, Event Planning, Editing, Microsoft Word, Microsoft Excel, Community Outreach, Data Analysis, Facebook, Social Networking, Qualitative Research
Education
University of Maryland College Park 2011 — 2015
Bachelor of Science (B.S.), Marketing
University of Maryland College Park 2011 — 2015
Bachelor of Science (B.S.), Logistics, Materials, and Supply Chain Management
Jay Helmick Jay Helmick's TD Ameritrade Experience August 2013 - Present
Job Entry Level Professional
Industry Architecture & Planning
Experience
TD Ameritrade August 2013 - Present
US Cellular 2008 - August 2013
Blockbuster April 2005 - March 2008
Education
University of Nebraska Lincoln 2003 — 2007
Masters Degree, Community and Regional Planning
University of Nebraska at Kearney 1996 — 2002
Bachelor of Science (B.S.), Exercise Science
TD Ameritrade August 2013 - Present
US Cellular 2008 - August 2013
Blockbuster April 2005 - March 2008
Education
University of Nebraska Lincoln 2003 — 2007
Masters Degree, Community and Regional Planning
University of Nebraska at Kearney 1996 — 2002
Bachelor of Science (B.S.), Exercise Science
Timothy Mayfield Timothy Mayfield's TD Ameritrade Experience June 2014 - Present
Job Registered Representative at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2014 - Present
Continuum Financial - a member of the MassMutual Financial Group September 2012 - June 2014
Nebraska Department of Correctional Services January 2004 - September 2012
Skills
Disability Insurance, Sales, Long Term Care Insurance, Retirement, Management, Insurance, Fixed Annuities, Life Insurance, Financial Services, Retirement Planning, Investments, Employee Benefits, Strategic Financial..., Long-term Care, Term Life Insurance, Series 63, Financial Goals, Finance
Education
Doane College - Lincoln 2006 — 2009
Master of Arts (M.A.), Management (Leadership)
University of Nebraska at Kearney 1999 — 2002
Bachelor of Science (B.S.), Criminal Justice
TD Ameritrade June 2014 - Present
Continuum Financial - a member of the MassMutual Financial Group September 2012 - June 2014
Nebraska Department of Correctional Services January 2004 - September 2012
Skills
Disability Insurance, Sales, Long Term Care Insurance, Retirement, Management, Insurance, Fixed Annuities, Life Insurance, Financial Services, Retirement Planning, Investments, Employee Benefits, Strategic Financial..., Long-term Care, Term Life Insurance, Series 63, Financial Goals, Finance
Education
Doane College - Lincoln 2006 — 2009
Master of Arts (M.A.), Management (Leadership)
University of Nebraska at Kearney 1999 — 2002
Bachelor of Science (B.S.), Criminal Justice
David Marne David Marne's TD Ameritrade Experience November 2013 - Present
Job Enterprise Project Manager at TD Ameritrade
Industry Computer Software
Experience
TDAmeritrade November 2013 - Present
TD Ameritrade November 2013 - Present
CSG Interactive Messaging, a CSG Company 1998 - Present
CSG Systems March 1998 - November 2013
US Army Reserve 1986 - 2011
Skills
Billing Systems, Business Analysis, Requirements Analysis, Software Project..., User Acceptance Testing, PMP, Process Improvement, Software Development, Requirements Gathering, Business Requirements, SQL, SDLC, Agile Methodologies, Integration, Visio, Information Technology, Vendor Management, Business Process, Telecommunications, Product Management, Software Implementation, Management, Enterprise Architecture, Agile Project Management, Solution Architecture, IT Management, IT Strategy
Education
University of Nebraska at Kearney 1988 — 1992
Bachelor of Business Administration (B.B.A.)
TDAmeritrade November 2013 - Present
TD Ameritrade November 2013 - Present
CSG Interactive Messaging, a CSG Company 1998 - Present
CSG Systems March 1998 - November 2013
US Army Reserve 1986 - 2011
Skills
Billing Systems, Business Analysis, Requirements Analysis, Software Project..., User Acceptance Testing, PMP, Process Improvement, Software Development, Requirements Gathering, Business Requirements, SQL, SDLC, Agile Methodologies, Integration, Visio, Information Technology, Vendor Management, Business Process, Telecommunications, Product Management, Software Implementation, Management, Enterprise Architecture, Agile Project Management, Solution Architecture, IT Management, IT Strategy
Education
University of Nebraska at Kearney 1988 — 1992
Bachelor of Business Administration (B.B.A.)
Dennis Henry Dennis Henry's TD Ameritrade Experience February 2005 - Present
Job Software Developer, Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade February 2005 - Present
Zurich Financial Services 2005 - 2006
Zurich North America 2004 - 2005
USF&G March 1994 - December 1999
USFG 1994 - 1999
USF&G Insurance 1993 - 1999
The Ryland Group March 1992 - April 1993
Infotec Development corp 1987 - 1990
Infotec Development corp 1987 - 1990
Skills
JavaScript, HTML, XML, Java, PL/SQL, VB.NET, C#, IIS, AJAX, Lotus Notes, SQL Server, Oracle SQL, ASP.NET, CSS, JBoss, Visual Basic, SQL, ASP, C, Eclipse, .NET, Visual Studio, Tomcat, J2EE, Apache, jQuery, Web Services, Servlets, Windows, DHTML, Weblogic, VBScript, Software Development, Architecture, Websphere, Microsoft SQL Server, Oracle, Agile Methodologies, SDLC, Enterprise Architecture, Databases, Requirements Analysis, SOA, Architectures
Education
University of Maryland University College 2005 — 2012
Certificate in IT Project Management
TD Ameritrade February 2005 - Present
Zurich Financial Services 2005 - 2006
Zurich North America 2004 - 2005
USF&G March 1994 - December 1999
USFG 1994 - 1999
USF&G Insurance 1993 - 1999
The Ryland Group March 1992 - April 1993
Infotec Development corp 1987 - 1990
Infotec Development corp 1987 - 1990
Skills
JavaScript, HTML, XML, Java, PL/SQL, VB.NET, C#, IIS, AJAX, Lotus Notes, SQL Server, Oracle SQL, ASP.NET, CSS, JBoss, Visual Basic, SQL, ASP, C, Eclipse, .NET, Visual Studio, Tomcat, J2EE, Apache, jQuery, Web Services, Servlets, Windows, DHTML, Weblogic, VBScript, Software Development, Architecture, Websphere, Microsoft SQL Server, Oracle, Agile Methodologies, SDLC, Enterprise Architecture, Databases, Requirements Analysis, SOA, Architectures
Education
University of Maryland University College 2005 — 2012
Certificate in IT Project Management
Tammy Odom-Corwin's TD Ameritrade Experience January 2013 - April 2013
Job Titan Medical and Advisor at Advocare
Industry Staffing and Recruiting
Experience
Titan Medical Group, LLC April 2013 - Present
Advocare August 2011 - Present
TD Ameritrade January 2013 - April 2013
Coventry Health Care October 2011 - January 2013
American Enterprise Group Inc 2006 - 2011
Ceres Group Inc 2004 - 2006
Skills
Claim, Customer Service, Health Insurance, Healthcare, Insurance, Policy, Sales, Training, Coaching, Process Improvement, Visio, Medicare, Leadership, Team Building, Employee Benefits
Education
University of Nebraska at Kearney 1991 — 1992
Titan Medical Group, LLC April 2013 - Present
Advocare August 2011 - Present
TD Ameritrade January 2013 - April 2013
Coventry Health Care October 2011 - January 2013
American Enterprise Group Inc 2006 - 2011
Ceres Group Inc 2004 - 2006
Skills
Claim, Customer Service, Health Insurance, Healthcare, Insurance, Policy, Sales, Training, Coaching, Process Improvement, Visio, Medicare, Leadership, Team Building, Employee Benefits
Education
University of Nebraska at Kearney 1991 — 1992
Paul Kean Paul Kean's TD Ameritrade Experience 1998 - 2004
Job Wireless Construction Pricing Manager at SAI Communications
Industry Telecommunications
Experience
SAI Communications November 2008 - Present
Interbay Funding November 2006 - November 2008
JLee Consulting February 2008 - October 2008
Webster Financial 2004 - 2006
TD Ameritrade 1998 - 2004
Skills
Business Development, LTE, Wireless, Telecommunications, UMTS, DAS, New Site Development, Bid Pricing, Pricing Analysis, Fiber Optics, 3G, CDMA, Management, 4G, Microwave, WiMAX, Optical Fiber, GSM, RF, Wireless Networking, Ethernet, T1, Backhaul
Education
University of Massachusetts Dartmouth 1995 — 1998
Marketing
SAI Communications November 2008 - Present
Interbay Funding November 2006 - November 2008
JLee Consulting February 2008 - October 2008
Webster Financial 2004 - 2006
TD Ameritrade 1998 - 2004
Skills
Business Development, LTE, Wireless, Telecommunications, UMTS, DAS, New Site Development, Bid Pricing, Pricing Analysis, Fiber Optics, 3G, CDMA, Management, 4G, Microwave, WiMAX, Optical Fiber, GSM, RF, Wireless Networking, Ethernet, T1, Backhaul
Education
University of Massachusetts Dartmouth 1995 — 1998
Marketing
Mark Pedersen's TD Ameritrade Experience January 2012 - Present
Job Institutional Sales at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2012 - Present
Priority Capital Group May 2009 - March 2011
LPL Financial September 2008 - March 2009
First Allied Securities, Inc November 2007 - July 2008
Dunham & Associates October 2005 - November 2007
American Express September 1995 - October 2005
Skills
Relationship Management, Team Management, Financial Services, Series 7, Series 63, Series 65, FINRA Series 66, Mutual Funds, Investments, Strategic Financial..., Wealth Management, Finance, CRM, Insurance, Alternative Investments, Investment Advisory, Asset Allocation, Financial Advisory, Strategic Planning, Sales Management, FINRA Series 7, Financial Planning, Real Estate, Wholesaling, FINRA, Sales Presentations, Asset Management, Annuities, Retirement Planning, Securities, Team Leadership, Lean Management, Management, RIA, Project Management, Business Development, Business Transition..., Practice Management, IAR
Education
University of Minnesota-Twin Cities 1990 — 1995
Bachelor of Arts, Sociology
Delano Senior High
University of Minnesota Duluth
University of Minnesota-Twin Cities
TD Ameritrade January 2012 - Present
Priority Capital Group May 2009 - March 2011
LPL Financial September 2008 - March 2009
First Allied Securities, Inc November 2007 - July 2008
Dunham & Associates October 2005 - November 2007
American Express September 1995 - October 2005
Skills
Relationship Management, Team Management, Financial Services, Series 7, Series 63, Series 65, FINRA Series 66, Mutual Funds, Investments, Strategic Financial..., Wealth Management, Finance, CRM, Insurance, Alternative Investments, Investment Advisory, Asset Allocation, Financial Advisory, Strategic Planning, Sales Management, FINRA Series 7, Financial Planning, Real Estate, Wholesaling, FINRA, Sales Presentations, Asset Management, Annuities, Retirement Planning, Securities, Team Leadership, Lean Management, Management, RIA, Project Management, Business Development, Business Transition..., Practice Management, IAR
Education
University of Minnesota-Twin Cities 1990 — 1995
Bachelor of Arts, Sociology
Delano Senior High
University of Minnesota Duluth
University of Minnesota-Twin Cities
Suchitra Deo Suchitra Deo's TD Ameritrade Experience August 2015 - Present
Job Director Enterpise Shared Services
Industry Information Technology and Services
Experience
TD Ameritrade August 2015 - Present
Meideus Inc April 2011 - Present
IT Services Industry April 2011 - August 2015
IBM Global Business Services September 2009 - May 2011
Lockheed Martin IS GS February 2006 - September 2009
Marriott International 2005 - 2006
Skills
SOA, Architecture, IT Strategy, Web Services, Solution Architecture, Business Management, Enterprise Architecture, Management, Integration, Requirements Analysis, Software Development, SDLC, Project Management, Enterprise Software, Software Engineering, System Architecture, Cloud Computing, Software Project..., Java Enterprise Edition, Business Intelligence, Architectures, Program Management, Agile Methodologies, Business Analysis, Leadership, Business Process
Education
University of Mumbai
TD Ameritrade August 2015 - Present
Meideus Inc April 2011 - Present
IT Services Industry April 2011 - August 2015
IBM Global Business Services September 2009 - May 2011
Lockheed Martin IS GS February 2006 - September 2009
Marriott International 2005 - 2006
Skills
SOA, Architecture, IT Strategy, Web Services, Solution Architecture, Business Management, Enterprise Architecture, Management, Integration, Requirements Analysis, Software Development, SDLC, Project Management, Enterprise Software, Software Engineering, System Architecture, Cloud Computing, Software Project..., Java Enterprise Edition, Business Intelligence, Architectures, Program Management, Agile Methodologies, Business Analysis, Leadership, Business Process
Education
University of Mumbai
Richard Judy Richard Judy's TD Ameritrade Experience September 2012 - Present
Job Manager, Web Analytics at TD Ameritrade
Industry Marketing and Advertising
Experience
TD Ameritrade September 2012 - Present
Marriott International June 2011 - December 2012
Union Bank June 2008 - June 2011
Symmetry Electronics January 2005 - May 2008
VIRIS Promotions December 2001 - October 2004
Information Marketing Services April 1995 - October 2001
Skills
Online Marketing, Copywriting, Promotions, Asset Management, Email Marketing
Education
University of Maryland College Park 1991 — 1996
Bachelor of Science (BS), Marketing
TD Ameritrade September 2012 - Present
Marriott International June 2011 - December 2012
Union Bank June 2008 - June 2011
Symmetry Electronics January 2005 - May 2008
VIRIS Promotions December 2001 - October 2004
Information Marketing Services April 1995 - October 2001
Skills
Online Marketing, Copywriting, Promotions, Asset Management, Email Marketing
Education
University of Maryland College Park 1991 — 1996
Bachelor of Science (BS), Marketing
Cindy Ferris, PHR, CIR's TD Ameritrade Experience November 2002 - April 2004
Job Talent Acquisition Advisor, American Red Cross
Industry Nonprofit Organization Management
Experience
American Red Cross, Blood Services Division November 2010 - Present
Oriental Trading Company April 2004 - September 2010
TD Ameritrade November 2002 - April 2004
Werner Enterprises January 1995 - October 2002
Skills
Employee Orientations, Talent Acquisition, Employee Relations, Recruiting, Onboarding, Interviewing Skills, Behavioral Interviewing, Applicant Tracking..., Passive Candidate..., College Recruiting, Microsoft Applications, Hiring Practices, Strategic Sourcing, Social Networking
Education
University of Nebraska at Kearney 1990 — 1994
BS Business Admin., emphasis in Marketing and HR
Silver Creek
American Red Cross, Blood Services Division November 2010 - Present
Oriental Trading Company April 2004 - September 2010
TD Ameritrade November 2002 - April 2004
Werner Enterprises January 1995 - October 2002
Skills
Employee Orientations, Talent Acquisition, Employee Relations, Recruiting, Onboarding, Interviewing Skills, Behavioral Interviewing, Applicant Tracking..., Passive Candidate..., College Recruiting, Microsoft Applications, Hiring Practices, Strategic Sourcing, Social Networking
Education
University of Nebraska at Kearney 1990 — 1994
BS Business Admin., emphasis in Marketing and HR
Silver Creek
Halvdan Barrett's TD Ameritrade Experience July 2014 - Present
Job Sr. Application Developer/Technical Lead at TD Ameritrade
Industry Information Technology and Services
Experience
Td Ameritrade July 2014 - Present
TD Ameritrade October 2011 - April 2015
Quest Diagnostics May 2008 - November 2011
Quest Diagnostics May 2006 - May 2008
Michael Baker Jr. inc. 2002 - 2006
Gap Inc. 1998 - 2001
Skills
PL/SQL, PHP, XML, SQL, Java Enterprise Edition, Lotus Connections, Databases, GIS, Project Management, Software Development, Disaster Recovery, Integration, Database Design, IT Management, Software Documentation, Vendor Management, SDLC
Education
University of Massachusetts, Amherst 1991 — 1998
BS, Natural Resource Studies
Mt Everett 1987 — 1991
Td Ameritrade July 2014 - Present
TD Ameritrade October 2011 - April 2015
Quest Diagnostics May 2008 - November 2011
Quest Diagnostics May 2006 - May 2008
Michael Baker Jr. inc. 2002 - 2006
Gap Inc. 1998 - 2001
Skills
PL/SQL, PHP, XML, SQL, Java Enterprise Edition, Lotus Connections, Databases, GIS, Project Management, Software Development, Disaster Recovery, Integration, Database Design, IT Management, Software Documentation, Vendor Management, SDLC
Education
University of Massachusetts, Amherst 1991 — 1998
BS, Natural Resource Studies
Mt Everett 1987 — 1991
Stephanie Krysl Stephanie Krysl's TD Ameritrade Experience July 2014 - Present
Job Copywriter at TD Ameritrade
Industry Writing and Editing
Experience
TD Ameritrade July 2014 - Present
Big Ink Writing Services June 2012 - Present
RenMind October 2011 - Present
Bananacow October 2011 - Present
West Corporation October 2008 - October 2011
ccino March 2008 - October 2008
Skills
Copywriting, Blogging, Social Media Marketing, Advertising, Creative Strategy, Newsletters, Creative Writing, Web Content, Fashion, Content Strategy, SEO copywriting, SEO, Direct Marketing, WordPress, Facebook, Editorial, Social Networking, Email Marketing, Social Media, Editing, Writing, Customer Service
Education
University of Nebraska at Kearney 2003 — 2007
BS, Interior Design
Kearney High School 1996 — 1997
TD Ameritrade July 2014 - Present
Big Ink Writing Services June 2012 - Present
RenMind October 2011 - Present
Bananacow October 2011 - Present
West Corporation October 2008 - October 2011
ccino March 2008 - October 2008
Skills
Copywriting, Blogging, Social Media Marketing, Advertising, Creative Strategy, Newsletters, Creative Writing, Web Content, Fashion, Content Strategy, SEO copywriting, SEO, Direct Marketing, WordPress, Facebook, Editorial, Social Networking, Email Marketing, Social Media, Editing, Writing, Customer Service
Education
University of Nebraska at Kearney 2003 — 2007
BS, Interior Design
Kearney High School 1996 — 1997
Clint Gormley Clint Gormley's TD Ameritrade Experience August 2013 - Present
Job Financial Representative at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2013 - Present
Best Buy October 2011 - August 2013
Best Buy May 2009 - October 2011
Best Buy September 2007 - April 2009
Best Buy June 2007 - September 2007
Best Buy June 2006 - June 2007
Omaha Public Schools August 2006 - December 2006
UNK Office of Residential and Greek Life August 2003 - May 2005
Offutt Air Force Base May 2004 - August 2004
Skills
Customer Service, Team Building, Team Leadership, Teaching Skills, Coaching, Problem Solving, Results Oriented, Driving Results, Business Acumen, Business Strategy, Complaint Handling, Employee Recognition, Employee Management, Complaint Management, Goal Oriented, Training, Time Management, Teaching, Sales, Merchandising, Loss Prevention, Leadership, Inventory Management, Customer Satisfaction, Customer Experience, Microsoft Office, Retail, Retail Sales
Education
University of Nebraska at Kearney 2002 — 2007
Secondary Education (7-12), Social Sciences
Omaha Benson High School 1998 — 2002
TD Ameritrade August 2013 - Present
Best Buy October 2011 - August 2013
Best Buy May 2009 - October 2011
Best Buy September 2007 - April 2009
Best Buy June 2007 - September 2007
Best Buy June 2006 - June 2007
Omaha Public Schools August 2006 - December 2006
UNK Office of Residential and Greek Life August 2003 - May 2005
Offutt Air Force Base May 2004 - August 2004
Skills
Customer Service, Team Building, Team Leadership, Teaching Skills, Coaching, Problem Solving, Results Oriented, Driving Results, Business Acumen, Business Strategy, Complaint Handling, Employee Recognition, Employee Management, Complaint Management, Goal Oriented, Training, Time Management, Teaching, Sales, Merchandising, Loss Prevention, Leadership, Inventory Management, Customer Satisfaction, Customer Experience, Microsoft Office, Retail, Retail Sales
Education
University of Nebraska at Kearney 2002 — 2007
Secondary Education (7-12), Social Sciences
Omaha Benson High School 1998 — 2002
Bob Yunger Bob Yunger's TD Ameritrade Experience March 2005 - Present
Job VP of Sales at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade March 2005 - Present
RolloverSystems 2004 - February 2005
Conseco 2001 - 2003
Rydex Investments 1996 - 2000
Skills
Sales, Series 7, Series 63, Mutual Funds, Wealth Management, Securities, Asset Allocation, Investments, Investment Advisory, Series 24, Alternative Investments, Financial Services, Equities, Portfolio Management, Retirement Planning
Education
University of Maryland College Park 1987 — 1992
Bachelor of Arts (B.A.), Behavioral Sciences
TD Ameritrade March 2005 - Present
RolloverSystems 2004 - February 2005
Conseco 2001 - 2003
Rydex Investments 1996 - 2000
Skills
Sales, Series 7, Series 63, Mutual Funds, Wealth Management, Securities, Asset Allocation, Investments, Investment Advisory, Series 24, Alternative Investments, Financial Services, Equities, Portfolio Management, Retirement Planning
Education
University of Maryland College Park 1987 — 1992
Bachelor of Arts (B.A.), Behavioral Sciences
Jonathan Bundick MBA Jonathan Bundick MBA's TD Ameritrade Experience August 2009 - March 2013
Job Individual Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2013 - Present
TD Ameritrade August 2009 - March 2013
TD Ameritrade May 2007 - July 2009
TD Ameritrade January 2006 - April 2007
TD Ameritrade November 2005 - December 2006
TD Ameritrade December 2004 - October 2005
TD Ameritrade July 2004 - November 2004
TD Ameritrade March 2004 - June 2004
Brinks Home Security March 2003 - February 2004
Fidelity Investments November 1999 - October 2002
Skills
Process Improvement, Relationship Management, Customer Service, Performance Management, Change Management, Project Management, Product Management, Coaching, Associate Development, Lean Management, User Acceptance Testing, FINRA, Options, Training, Asset Allocation, Business Development, Leadership
Education
University of North Texas 1993 — 1995
MBA, Finance
University of Maryland Eastern Shore 1990 — 1993
M.S., Business Administration
University of Maryland University College 1988 — 1990
A.A, Business Administration
Arcadia High School, Oak Hall VA 1978 — 1982
TIAA-CREF March 2013 - Present
TD Ameritrade August 2009 - March 2013
TD Ameritrade May 2007 - July 2009
TD Ameritrade January 2006 - April 2007
TD Ameritrade November 2005 - December 2006
TD Ameritrade December 2004 - October 2005
TD Ameritrade July 2004 - November 2004
TD Ameritrade March 2004 - June 2004
Brinks Home Security March 2003 - February 2004
Fidelity Investments November 1999 - October 2002
Skills
Process Improvement, Relationship Management, Customer Service, Performance Management, Change Management, Project Management, Product Management, Coaching, Associate Development, Lean Management, User Acceptance Testing, FINRA, Options, Training, Asset Allocation, Business Development, Leadership
Education
University of North Texas 1993 — 1995
MBA, Finance
University of Maryland Eastern Shore 1990 — 1993
M.S., Business Administration
University of Maryland University College 1988 — 1990
A.A, Business Administration
Arcadia High School, Oak Hall VA 1978 — 1982
Michael Prissovsky Michael Prissovsky's TD Ameritrade Experience March 2004 - September 2010
Job Manager Software Development at McKesson Health IT
Industry Hospital & Health Care
Experience
McKesson Health IT July 2013 - Present
JPMorgan Chase September 2010 - July 2013
TD Ameritrade March 2004 - September 2010
Agere Systems March 2003 - March 2004
IBM Global Business Services January 1999 - March 2003
Skills
Software Development, SOA, Oracle, Java, SDLC, SQL, Unix, Agile Methodologies, Unix Shell Scripting, Web Services, Software Design, Databases, Perl, Java Enterprise Edition, Spring, Linux, Trading Systems, Technical Leadership, Systems Analysis, MongoDB, Scala, C++, Enterprise Architecture, UML, Shell Scripting, Sybase, Risk Monitoring, Kanban, RESTful WebServices
Education
University of Missouri-Rolla 1993 — 1998
B.S. Computer Science, Computer Science
McKesson Health IT July 2013 - Present
JPMorgan Chase September 2010 - July 2013
TD Ameritrade March 2004 - September 2010
Agere Systems March 2003 - March 2004
IBM Global Business Services January 1999 - March 2003
Skills
Software Development, SOA, Oracle, Java, SDLC, SQL, Unix, Agile Methodologies, Unix Shell Scripting, Web Services, Software Design, Databases, Perl, Java Enterprise Edition, Spring, Linux, Trading Systems, Technical Leadership, Systems Analysis, MongoDB, Scala, C++, Enterprise Architecture, UML, Shell Scripting, Sybase, Risk Monitoring, Kanban, RESTful WebServices
Education
University of Missouri-Rolla 1993 — 1998
B.S. Computer Science, Computer Science
Sherry Anselmo Sherry Anselmo's TD Ameritrade Experience 2013 - Present
Job Investment and Consulting Services
Industry Financial Services
Experience
TD Ameritrade 2013 - Present
Championship Volleyball, Inc. 2011 - 2012
Wachovia Securities Financial Network May 2001 - June 2005
Soloman Smith Barney July 1995 - May 2001
Merrill Lynch June 1984 - July 1994
Skills
Investments, Sports, Strategic Planning, Marketing Strategy, Sales, CRM, Entrepreneurship, Marketing, Management, Athletics, Mergers & Acquisitions, Leadership, Event Planning, Finance
Education
University of Missouri-Columbia 1980 — 1984
BSBA, Finance
TD Ameritrade 2013 - Present
Championship Volleyball, Inc. 2011 - 2012
Wachovia Securities Financial Network May 2001 - June 2005
Soloman Smith Barney July 1995 - May 2001
Merrill Lynch June 1984 - July 1994
Skills
Investments, Sports, Strategic Planning, Marketing Strategy, Sales, CRM, Entrepreneurship, Marketing, Management, Athletics, Mergers & Acquisitions, Leadership, Event Planning, Finance
Education
University of Missouri-Columbia 1980 — 1984
BSBA, Finance
Adam Claus Adam Claus's TD Ameritrade Experience May 2007 - May 2008
Job Actor
Industry Entertainment
Experience
SAG-AFTRA November 2012 - Present
method products inc. August 2010 - May 2014
US Census Bureau April 2010 - July 2010
Valmont Industries September 2008 - July 2009
TD Ameritrade May 2007 - May 2008
Holiday Inn June 2006 - May 2007
Skills
Social Media, Microsoft Office, Marketing, Sales, PowerPoint, Microsoft Word, Outlook, Public Speaking, Retail, Copywriting, Inventory Management, Leadership, Analysis, Customer Service, Advertising, Budgets, Logistics
Education
iO Chicago 2010 — 2011
Improv
The Second City Training Center 2009 — 2011
Improv and Writing
University of Nebraska at Omaha 2004 — 2008
Bachelor of Science, Marketing, Management, Entrepreneurship, Minor: International Business
SAG-AFTRA November 2012 - Present
method products inc. August 2010 - May 2014
US Census Bureau April 2010 - July 2010
Valmont Industries September 2008 - July 2009
TD Ameritrade May 2007 - May 2008
Holiday Inn June 2006 - May 2007
Skills
Social Media, Microsoft Office, Marketing, Sales, PowerPoint, Microsoft Word, Outlook, Public Speaking, Retail, Copywriting, Inventory Management, Leadership, Analysis, Customer Service, Advertising, Budgets, Logistics
Education
iO Chicago 2010 — 2011
Improv
The Second City Training Center 2009 — 2011
Improv and Writing
University of Nebraska at Omaha 2004 — 2008
Bachelor of Science, Marketing, Management, Entrepreneurship, Minor: International Business
Scott Stell Scott Stell's TD Ameritrade Experience September 2013 - February 2015
Job Investment Industry Leader – Business Development, Product Knowledge, Recruitment, Employee Training and Mentoring
Industry Investment Management
Experience
Jeffery Mathews Financial Group February 2015 - Present
TD Ameritrade September 2013 - February 2015
BB and T Investment Services, Inc. January 2007 - September 2012
BB and T Investment Services, Inc. 2003 - 2007
AmSouth Investment Services, Inc. 1997 - 2003
Skills
Investments, Series 7, Series 63, Wealth Management, Asset Allocation, Retirement Planning, Mutual Funds, Investment Advisory, Investment Management, Series 24, Series 65, Variable Annuities, 401k Rollovers, Finance, High Net Worth..., Securities, FINRA, ETFs, Investment Strategies, Fixed Annuities, Financial Advisory, Wealth Management..., Sales Management, Sales Operations, Portfolio Management, Financial Planning, Financial Services, Asset Management, Risk Management, Retirement, Banking, Management, Leadership, Sales
Education
William Carey College 1990 — 1992
Master of Business Administration (MBA), Operations Management and Supervision
University of Montevallo 1981 — 1985
Bachelor's degree, Mathematics
Jeffery Mathews Financial Group February 2015 - Present
TD Ameritrade September 2013 - February 2015
BB and T Investment Services, Inc. January 2007 - September 2012
BB and T Investment Services, Inc. 2003 - 2007
AmSouth Investment Services, Inc. 1997 - 2003
Skills
Investments, Series 7, Series 63, Wealth Management, Asset Allocation, Retirement Planning, Mutual Funds, Investment Advisory, Investment Management, Series 24, Series 65, Variable Annuities, 401k Rollovers, Finance, High Net Worth..., Securities, FINRA, ETFs, Investment Strategies, Fixed Annuities, Financial Advisory, Wealth Management..., Sales Management, Sales Operations, Portfolio Management, Financial Planning, Financial Services, Asset Management, Risk Management, Retirement, Banking, Management, Leadership, Sales
Education
William Carey College 1990 — 1992
Master of Business Administration (MBA), Operations Management and Supervision
University of Montevallo 1981 — 1985
Bachelor's degree, Mathematics
Chuck Gilbert's TD Ameritrade Experience August 2006 - March 2011
Job Experienced Sales and Sales Leadership Professional
Industry Financial Services
Experience
CCG Capital Investments, LLC January 2015 - Present
Natixis Global Asset Management March 2011 - September 2014
TD Ameritrade August 2006 - March 2011
Infinex Financial Group February 2006 - August 2006
Citizens Bank - Citizens Financial Services April 2002 - February 2006
Morgan Stanley January 2000 - April 2002
Paine Webber January 1997 - January 2000
UBS January 1997 - January 2000
Skills
Asset Management, Portfolio Management, Private Equity, Finance, Investment Management, Financial Advisory, Management, Sales, Series 7, Mutual Funds, Series 63, Investments, Financial Services, Wealth Management, Asset Allocation, Asset Managment, Funding, CRM, New Business Development, Securities, Alternative Investments, Equities, Retirement Planning, Strategic Planning, Relationship Management, Sales Management, Leadership, Fixed Income, Risk Management, Investment Advisory, Consulting
Education
University of Massachusetts, Amherst
CCG Capital Investments, LLC January 2015 - Present
Natixis Global Asset Management March 2011 - September 2014
TD Ameritrade August 2006 - March 2011
Infinex Financial Group February 2006 - August 2006
Citizens Bank - Citizens Financial Services April 2002 - February 2006
Morgan Stanley January 2000 - April 2002
Paine Webber January 1997 - January 2000
UBS January 1997 - January 2000
Skills
Asset Management, Portfolio Management, Private Equity, Finance, Investment Management, Financial Advisory, Management, Sales, Series 7, Mutual Funds, Series 63, Investments, Financial Services, Wealth Management, Asset Allocation, Asset Managment, Funding, CRM, New Business Development, Securities, Alternative Investments, Equities, Retirement Planning, Strategic Planning, Relationship Management, Sales Management, Leadership, Fixed Income, Risk Management, Investment Advisory, Consulting
Education
University of Massachusetts, Amherst
Gary Greenwald's TD Ameritrade Experience May 1999 - May 2007
Job Business Owner and Entrepreneur at AutoTech, Inc.
Industry Information Technology and Services
Experience
AutoTech, Inc. April 2010 - Present
GXS, Inc. October 2008 - September 2009
Z1 Technologies September 2007 - September 2008
TD Ameritrade May 1999 - May 2007
FTI Consulting 1998 - 1999
USF&G 1995 - 1998
Skills
Leadership, Customer Service, IT Management, Call Center, Product Management
Education
University of Maryland University College 2004 — 2007
AutoTech, Inc. April 2010 - Present
GXS, Inc. October 2008 - September 2009
Z1 Technologies September 2007 - September 2008
TD Ameritrade May 1999 - May 2007
FTI Consulting 1998 - 1999
USF&G 1995 - 1998
Skills
Leadership, Customer Service, IT Management, Call Center, Product Management
Education
University of Maryland University College 2004 — 2007
Benjamin Wels Benjamin Wels's TD Ameritrade Experience July 2012 - May 2013
Job VP Branch Office Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2013 - Present
TD Ameritrade July 2012 - May 2013
TD Ameritrade 2009 - July 2012
Ameriprise Financial Services, Inc. (RiverSource Distributors) 2007 - March 2009
Ameriprise Financial Services Inc. 2002 - 2009
Skills
Series 24, Wealth Management, Investments, Portfolio Management, Securities, Financial Services, Sales, Uniform Combined State..., Asset Management, Recruiting, CRM, Investment Advisory, Marketing, Asset Allocation, Series 7, Retirement, Training, Financial Advisory, Series 63, Equities, Strategic Financial..., Relationship Management, Mutual Funds, Retirement Planning, Investment Strategies, Series 65, FINRA, Risk Management, 401k, Fixed Annuities
Education
University of Minnesota-Twin Cities 1999 — 2002
B.S., Finance
Fidelity Investments June 2013 - Present
TD Ameritrade July 2012 - May 2013
TD Ameritrade 2009 - July 2012
Ameriprise Financial Services, Inc. (RiverSource Distributors) 2007 - March 2009
Ameriprise Financial Services Inc. 2002 - 2009
Skills
Series 24, Wealth Management, Investments, Portfolio Management, Securities, Financial Services, Sales, Uniform Combined State..., Asset Management, Recruiting, CRM, Investment Advisory, Marketing, Asset Allocation, Series 7, Retirement, Training, Financial Advisory, Series 63, Equities, Strategic Financial..., Relationship Management, Mutual Funds, Retirement Planning, Investment Strategies, Series 65, FINRA, Risk Management, 401k, Fixed Annuities
Education
University of Minnesota-Twin Cities 1999 — 2002
B.S., Finance
Paresh Deshpande Paresh Deshpande's TD Ameritrade Experience December 2007 - November 2008
Job Program Manager at GoldenSource Corporation
Industry Information Services
Experience
GoldenSource January 2014 - Present
Pearson Education November 2010 - January 2014
John Deere November 2008 - November 2010
TD Ameritrade December 2007 - November 2008
Tata Consultancy Services November 2000 - November 2007
McKinsey & Company 2005 - 2007
GE Healthcare November 2003 - July 2005
Skills
Software Project..., SDLC, Requirements Analysis, Agile Methodologies, Agile Project Management, Requirements Gathering, Project Management, PL/SQL, Scrum, Testing, Solution Architecture, PMP, Business Analysis, Integration, SOA
Education
FCRIT 1996 — 2000
Bachelor of Engineering (B.Eng.), Electrical and Electronics Engineering
University of Mumbai 1996 — 2000
Bachelor of engineering, Electrical and Electronics Engineering
GoldenSource January 2014 - Present
Pearson Education November 2010 - January 2014
John Deere November 2008 - November 2010
TD Ameritrade December 2007 - November 2008
Tata Consultancy Services November 2000 - November 2007
McKinsey & Company 2005 - 2007
GE Healthcare November 2003 - July 2005
Skills
Software Project..., SDLC, Requirements Analysis, Agile Methodologies, Agile Project Management, Requirements Gathering, Project Management, PL/SQL, Scrum, Testing, Solution Architecture, PMP, Business Analysis, Integration, SOA
Education
FCRIT 1996 — 2000
Bachelor of Engineering (B.Eng.), Electrical and Electronics Engineering
University of Mumbai 1996 — 2000
Bachelor of engineering, Electrical and Electronics Engineering
Adam Triplett's TD Ameritrade Experience February 2015 - Present
Job Learning and Development
Industry Financial Services
Experience
TD Ameritrade February 2015 - Present
TD Ameritrade December 2012 - February 2015
American Medical Systems June 2010 - December 2012
American Medical Systems June 2009 - June 2010
TD Ameritrade October 2005 - August 2008
Burlington Capital Group May 2004 - January 2005
Skills
Customer Relations, Contract Negotiations, Negotiation, Compliance, Risk Management, Corporate Communications, Direct Sales, Sales, Management, Cross-functional Team..., Sales Operations, Customer Service, Contract Negotiation, Product Management, CRM, Competitive Analysis, Strategy, Leadership, Investments, Portfolio Management, Process Improvement, Strategic Planning, Financial Analysis
Education
University of Minnesota - Carlson School of Management 2008 — 2010
Master of Business Administration (M.B.A.), Marketing/Management
University of Nebraska-Lincoln 2001 — 2005
Bachelor of Business Administration (B.B.A.), Marketing
TD Ameritrade February 2015 - Present
TD Ameritrade December 2012 - February 2015
American Medical Systems June 2010 - December 2012
American Medical Systems June 2009 - June 2010
TD Ameritrade October 2005 - August 2008
Burlington Capital Group May 2004 - January 2005
Skills
Customer Relations, Contract Negotiations, Negotiation, Compliance, Risk Management, Corporate Communications, Direct Sales, Sales, Management, Cross-functional Team..., Sales Operations, Customer Service, Contract Negotiation, Product Management, CRM, Competitive Analysis, Strategy, Leadership, Investments, Portfolio Management, Process Improvement, Strategic Planning, Financial Analysis
Education
University of Minnesota - Carlson School of Management 2008 — 2010
Master of Business Administration (M.B.A.), Marketing/Management
University of Nebraska-Lincoln 2001 — 2005
Bachelor of Business Administration (B.B.A.), Marketing
Ayokuwle Akintade's TD Ameritrade Experience February 2009 - February 2011
Job MARKET LEADER / LOAN OFFICER (BRANCH MANAGER) at BB&T BANK NA
Industry Financial Services
Experience
BB&T BANK NA March 2013 - Present
Wells Fargo March 2011 - February 2013
TD Ameritrade February 2009 - February 2011
The Matworks January 2006 - August 2009
Skills
Series 6, CERTIFICATE IN DESKTOP..., Uniform Combined State..., Series 7, Mutual Funds, Series 63, 401k, Retirement Planning, Asset Allocation, Retirement, Wealth Management, Securities, Fixed Annuities, Investments, Investment Advisory, Strategic Financial..., Investment Strategies, Financial Advisory, Financial Planning, IRAs
Education
University of Maryland University College 2008 — 2010
MBA, FINANCE
University of Maryland College Park 2003 — 2006
BACHELORS OF SCIENCE, FINANCE
BB&T BANK NA March 2013 - Present
Wells Fargo March 2011 - February 2013
TD Ameritrade February 2009 - February 2011
The Matworks January 2006 - August 2009
Skills
Series 6, CERTIFICATE IN DESKTOP..., Uniform Combined State..., Series 7, Mutual Funds, Series 63, 401k, Retirement Planning, Asset Allocation, Retirement, Wealth Management, Securities, Fixed Annuities, Investments, Investment Advisory, Strategic Financial..., Investment Strategies, Financial Advisory, Financial Planning, IRAs
Education
University of Maryland University College 2008 — 2010
MBA, FINANCE
University of Maryland College Park 2003 — 2006
BACHELORS OF SCIENCE, FINANCE
Patrick U. Di Chiro Patrick U. Di Chiro's TD Ameritrade Experience 2002 - 2007
Job Financial Startup Founder & CEO at THUNDER FACTORY, Inc. and Di Chiro Leadership Communications
Industry Marketing and Advertising
Experience
THUNDER FACTORY November 2000 - Present
TD AMERITRADE 2002 - 2007
E*TRADE Group, Inc. January 1999 - November 2000
Visa International January 1998 - February 1999
Ketchum Worldwide June 1991 - February 1998
Karen Weiner Escalera Associates May 1989 - May 1991
Armando Testa Advertising April 1987 - May 1989
American Express Company February 1984 - June 1986
Manufactured Housing Institute February 1980 - January 1984
Carl Byoir & Associates 1979 - 1980
Skills
Brand Development, Demand Generation, Strategic Communications
Education
University of Maryland College Park 1974 — 1978
BS Journalism, Journalism, Political Science, Business
St. Louis University
THUNDER FACTORY November 2000 - Present
TD AMERITRADE 2002 - 2007
E*TRADE Group, Inc. January 1999 - November 2000
Visa International January 1998 - February 1999
Ketchum Worldwide June 1991 - February 1998
Karen Weiner Escalera Associates May 1989 - May 1991
Armando Testa Advertising April 1987 - May 1989
American Express Company February 1984 - June 1986
Manufactured Housing Institute February 1980 - January 1984
Carl Byoir & Associates 1979 - 1980
Skills
Brand Development, Demand Generation, Strategic Communications
Education
University of Maryland College Park 1974 — 1978
BS Journalism, Journalism, Political Science, Business
St. Louis University
Nick Goding's TD Ameritrade Experience May 2008 - May 2009
Job Education Consultant with UPD Consulting
Industry Education Management
Experience
UPD Consulting August 2011 - Present
CMS Solutions, LLC July 2011 - August 2011
Saint Louis Public Schools August 2009 - June 2011
Teach For America June 2009 - June 2011
Brown Shoe Company June 2010 - August 2010
TD Ameritrade May 2008 - May 2009
Union Pacific August 2008 - December 2008
RepNation August 2007 - May 2008
ConAgra Foods May 2007 - August 2007
University of Nebraska-Lincoln August 2005 - May 2007
Skills
Data Analysis, Project Planning, Training &..., MS Office Suite, Marketing Communications, Writing, Presentation Development, Highly Adaptable, Collaboration Solutions, Training, Microsoft Office, Curriculum Design
Education
University of Missouri-Saint Louis 2009 — 2010
Teaching Certification, Education
University of Nebraska-Lincoln 2004 — 2008
Business Management, Minors: Marketing, Math, and Economics
UPD Consulting August 2011 - Present
CMS Solutions, LLC July 2011 - August 2011
Saint Louis Public Schools August 2009 - June 2011
Teach For America June 2009 - June 2011
Brown Shoe Company June 2010 - August 2010
TD Ameritrade May 2008 - May 2009
Union Pacific August 2008 - December 2008
RepNation August 2007 - May 2008
ConAgra Foods May 2007 - August 2007
University of Nebraska-Lincoln August 2005 - May 2007
Skills
Data Analysis, Project Planning, Training &..., MS Office Suite, Marketing Communications, Writing, Presentation Development, Highly Adaptable, Collaboration Solutions, Training, Microsoft Office, Curriculum Design
Education
University of Missouri-Saint Louis 2009 — 2010
Teaching Certification, Education
University of Nebraska-Lincoln 2004 — 2008
Business Management, Minors: Marketing, Math, and Economics
Jabez Justin's TD Ameritrade Experience May 2006 - January 2009
Job Application Architect at MoneyGram International
Industry Information Technology and Services
Experience
MoneyGram International May 2014 - Present
Liquidity Services, Inc September 2013 - May 2014
Express Scripts October 2012 - September 2013
Monsanto April 2009 - September 2012
TD Ameritrade May 2006 - January 2009
IBM Global Services July 2003 - February 2006
Tata Consultancy Services August 2002 - June 2003
Karna Global Technologies January 2001 - July 2002
Skills
Java, Spring, SOA, Weblogic, Java Enterprise Edition, Web Services, Hibernate, SDLC, Oracle, Scrum, Solution Architecture, Requirements Analysis, Agile Project Management, Agile Methodologies, Struts, JDBC, JSP, Websphere, Maven, JUnit, Enterprise Architecture, Tomcat, Microsoft SQL Server, SQL, Mule ESB, Salesforce.com, IBM ODM JRULES, XML, Unix Shell Scripting, Unix, Spring Framework, WebLogic
Education
Manipal University
Masters, Information Technology
University of Madras
Bachelors, Computer Applications
MoneyGram International May 2014 - Present
Liquidity Services, Inc September 2013 - May 2014
Express Scripts October 2012 - September 2013
Monsanto April 2009 - September 2012
TD Ameritrade May 2006 - January 2009
IBM Global Services July 2003 - February 2006
Tata Consultancy Services August 2002 - June 2003
Karna Global Technologies January 2001 - July 2002
Skills
Java, Spring, SOA, Weblogic, Java Enterprise Edition, Web Services, Hibernate, SDLC, Oracle, Scrum, Solution Architecture, Requirements Analysis, Agile Project Management, Agile Methodologies, Struts, JDBC, JSP, Websphere, Maven, JUnit, Enterprise Architecture, Tomcat, Microsoft SQL Server, SQL, Mule ESB, Salesforce.com, IBM ODM JRULES, XML, Unix Shell Scripting, Unix, Spring Framework, WebLogic
Education
Manipal University
Masters, Information Technology
University of Madras
Bachelors, Computer Applications
Bill O'Neil CFP®, CWS® Bill O'Neil CFP®, CWS®'s TD Ameritrade Experience July 1995 - February 2011
Job Director Wealth Management at USAA
Industry Financial Services
Experience
USAA March 2011 - Present
TD Ameritrade July 1995 - February 2011
TD Waterhouse 1995 - 2006
Education
University of Massachusetts, Amherst 1986 — 1990
BA, Legal Studies
Boston College High School 1982 — 1986
USAA March 2011 - Present
TD Ameritrade July 1995 - February 2011
TD Waterhouse 1995 - 2006
Education
University of Massachusetts, Amherst 1986 — 1990
BA, Legal Studies
Boston College High School 1982 — 1986
Shelly Photiades Shelly Photiades's TD Ameritrade Experience January 2014 - Present
Job Marketing Strategy and Product Management Professional
Industry Financial Services
Experience
TD Ameritrade January 2014 - Present
TD Ameritrade July 2010 - January 2014
TD Bank August 2008 - July 2010
TD Bank May 2005 - August 2008
Intellicare November 2002 - May 2005
Vignette October 2000 - April 2002
Dell August 1999 - October 2000
Skills
Marketing Strategy, Product Management, Banking and Brokerage..., Banking, Sales Management, Business Strategy, Strategic Planning, Business Development, Marketing, Leadership, Sales, Product Marketing, Financial Services, Management, Strategy, Relationship Management, Market Analysis, Marketing Communications, Portfolio Management, Product Development, Segmentation
Education
University of Missouri-Columbia 1990 — 1994
Journalism, Advertising
TD Ameritrade January 2014 - Present
TD Ameritrade July 2010 - January 2014
TD Bank August 2008 - July 2010
TD Bank May 2005 - August 2008
Intellicare November 2002 - May 2005
Vignette October 2000 - April 2002
Dell August 1999 - October 2000
Skills
Marketing Strategy, Product Management, Banking and Brokerage..., Banking, Sales Management, Business Strategy, Strategic Planning, Business Development, Marketing, Leadership, Sales, Product Marketing, Financial Services, Management, Strategy, Relationship Management, Market Analysis, Marketing Communications, Portfolio Management, Product Development, Segmentation
Education
University of Missouri-Columbia 1990 — 1994
Journalism, Advertising
Derek Wakefield's TD Ameritrade Experience June 2006 - July 2008
Job Account Implementation Specialist at Blue Cross and Blue Shield of Nebraska
Industry Insurance
Experience
Blue Cross and Blue Shield of Nebraska May 2010 - Present
PayFlex® June 2009 - May 2010
TD Ameritrade June 2006 - July 2008
Skills
Customer Service, Insurance, Microsoft Office, Process Improvement, SharePoint, Business Process..., Employee Benefits, Project Coordination, Employee Training, Wellness Coaching, Quality Assurance, Motivational Speaking, Meeting Scheduling, Reporting & Analysis, Manual Testing, Focus Groups, Agile Methodologies, Events Coordination, Marketing Communications, CRM, Healthcare, Finance, Journalism, Marketing, Nonprofits, Deadline Oriented, Contract Pricing, Published Author, Wellness, Life & Health Insurance..., RFP Design, Project Implementation, Salesforce.com, Document Creation, Information Assurance
Education
University of Nebraska at Kearney 2001 — 2005
Bachelor of Science (B.S.), Public Relations, Advertising, and Applied Communication
University of Nebraska at Kearney 2001 — 2005
Bachelor of Science (B.S.), Mass Communication/Media Studies
Blue Cross and Blue Shield of Nebraska May 2010 - Present
PayFlex® June 2009 - May 2010
TD Ameritrade June 2006 - July 2008
Skills
Customer Service, Insurance, Microsoft Office, Process Improvement, SharePoint, Business Process..., Employee Benefits, Project Coordination, Employee Training, Wellness Coaching, Quality Assurance, Motivational Speaking, Meeting Scheduling, Reporting & Analysis, Manual Testing, Focus Groups, Agile Methodologies, Events Coordination, Marketing Communications, CRM, Healthcare, Finance, Journalism, Marketing, Nonprofits, Deadline Oriented, Contract Pricing, Published Author, Wellness, Life & Health Insurance..., RFP Design, Project Implementation, Salesforce.com, Document Creation, Information Assurance
Education
University of Nebraska at Kearney 2001 — 2005
Bachelor of Science (B.S.), Public Relations, Advertising, and Applied Communication
University of Nebraska at Kearney 2001 — 2005
Bachelor of Science (B.S.), Mass Communication/Media Studies
Aaron Fleischmann Aaron Fleischmann's TD Ameritrade Experience August 2012 - March 2013
Job Senior Recruiter at Maxim Healthcare Services
Industry Staffing and Recruiting
Experience
Maxim Healthcare Services July 2015 - Present
Maxim Healthcare Services July 2014 - Present
Maxim Staffing Solutions March 2013 - Present
TD Ameritrade August 2012 - March 2013
TD Ameritrade June 2012 - November 2012
Amerisphere Mortgage Finance September 2011 - May 2012
Best Buy August 2009 - September 2011
Abraham Catering August 2005 - August 2009
Skills
Microsoft Office, PowerPoint, Customer Service, Financial Analysis, Sales, Loans, Microsoft Excel, Human Resources, Excel, Word, Loan Structuring, Loan Documentation, Direct Sales, Salesforce.com, Telephone Interviewing, Conducting Interviews, Talent Management, Talent Acquisition, Recruiting, Sourcing, Employee Relations, College Recruiting, Finance, Microsoft Word, Financial Structuring, Interviews
Education
University of Nebraska at Omaha 2007 — 2012
Bachelor's degree, Banking & Financial Markets, Investment Science & Portfolio Management
Maxim Healthcare Services July 2015 - Present
Maxim Healthcare Services July 2014 - Present
Maxim Staffing Solutions March 2013 - Present
TD Ameritrade August 2012 - March 2013
TD Ameritrade June 2012 - November 2012
Amerisphere Mortgage Finance September 2011 - May 2012
Best Buy August 2009 - September 2011
Abraham Catering August 2005 - August 2009
Skills
Microsoft Office, PowerPoint, Customer Service, Financial Analysis, Sales, Loans, Microsoft Excel, Human Resources, Excel, Word, Loan Structuring, Loan Documentation, Direct Sales, Salesforce.com, Telephone Interviewing, Conducting Interviews, Talent Management, Talent Acquisition, Recruiting, Sourcing, Employee Relations, College Recruiting, Finance, Microsoft Word, Financial Structuring, Interviews
Education
University of Nebraska at Omaha 2007 — 2012
Bachelor's degree, Banking & Financial Markets, Investment Science & Portfolio Management
Alicia Long Alicia Long's TD Ameritrade Experience October 2011 - July 2012
Job Senior Branch Operations Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2014 - Present
Charles Schwab February 2013 - August 2014
COR Clearing July 2012 - December 2012
TD Ameritrade October 2011 - July 2012
TD Ameritrade September 2009 - September 2011
TD Ameritrade November 2008 - July 2009
TD Ameritrade April 2007 - November 2008
TD Ameritrade May 2006 - April 2007
Skills
Series 7, Series 63, Series 24, Series 9/10
Education
University of Nebraska at Omaha
Finance
Charles Schwab August 2014 - Present
Charles Schwab February 2013 - August 2014
COR Clearing July 2012 - December 2012
TD Ameritrade October 2011 - July 2012
TD Ameritrade September 2009 - September 2011
TD Ameritrade November 2008 - July 2009
TD Ameritrade April 2007 - November 2008
TD Ameritrade May 2006 - April 2007
Skills
Series 7, Series 63, Series 24, Series 9/10
Education
University of Nebraska at Omaha
Finance
Vipul Datt Vipul Datt's TD Ameritrade Experience June 2007 - July 2009
Job Associate, Higher Education and Life Sciences Group at Huron Consulting Group
Industry Financial Services
Experience
Huron Consulting Group January 2013 - Present
IBM Corporation May 2010 - January 2013
Exceed Corporation July 2009 - May 2010
TD Ameritrade June 2007 - July 2009
MarketSource Inc. August 2005 - May 2006
American Eagle Outfitters September 2003 - April 2004
Best Buy November 2002 - August 2003
Skills
Financial Analysis, Financial Planning, Financial Reporting, Financial Management, Budgeting, Budget Analysis, Forecasting, Costing, Cost Estimating, Cost Accounting, Account Reconciliation, Billing Reports, Reimbursement Agreements, Fund Accounting, Government Accounting, Government Contracts, Internal Audit, Risk Assessment, Expert in MS Excel, Expert in MS Word, Expert in MS PowerPoint, Expert in MS Visio, MS Project, MS Access, Remedy, PeopleSoft, Adobe Software, Computer Hardware, Website Development, Process Documentation, Access, Management, Managerial Finance, Process Improvement
Education
University of Maryland Baltimore County 2003 — 2008
BS, Financial Economics, Accounting, Management Sciences, MBA Prep
Huron Consulting Group January 2013 - Present
IBM Corporation May 2010 - January 2013
Exceed Corporation July 2009 - May 2010
TD Ameritrade June 2007 - July 2009
MarketSource Inc. August 2005 - May 2006
American Eagle Outfitters September 2003 - April 2004
Best Buy November 2002 - August 2003
Skills
Financial Analysis, Financial Planning, Financial Reporting, Financial Management, Budgeting, Budget Analysis, Forecasting, Costing, Cost Estimating, Cost Accounting, Account Reconciliation, Billing Reports, Reimbursement Agreements, Fund Accounting, Government Accounting, Government Contracts, Internal Audit, Risk Assessment, Expert in MS Excel, Expert in MS Word, Expert in MS PowerPoint, Expert in MS Visio, MS Project, MS Access, Remedy, PeopleSoft, Adobe Software, Computer Hardware, Website Development, Process Documentation, Access, Management, Managerial Finance, Process Improvement
Education
University of Maryland Baltimore County 2003 — 2008
BS, Financial Economics, Accounting, Management Sciences, MBA Prep
Carl W. Magill IV Carl W. Magill IV's TD Ameritrade Experience 1999 - 2001
Job Outside Sales at BMC Building Materials and Construction Services
Industry Construction
Experience
BMC - Building Materials and Construction Services 2015 - Present
Jack Jacob & Associates 2013 - 2015
BuildLinks Inc. April 2012 - September 2013
D.R. Horton Inc 2001 - 2012
TD Ameritrade 1999 - 2001
Skills
Sales Cycle Management, Construction Management, New Business Development, Operations Management, Negotiation, Management, Contract Negotiation, Homebuilding, Single Family Homes, Real Estate, Budgets, Renovation, Investment Properties, Business Planning, Selling, Real Estate Development, Team Building, Salesforce.com, Residential Homes, Strategic Planning, Training, Construction, Contract Management, SaaS, Purchasing, Sales Management, Process Scheduler, Sales Process, Customer Service, Direct Sales, Account Management, Business Development, Sales Operations, Sales, Enterprise Software, Marketing, Forecasting, Leadership, Lead Generation, B2B, Sales Presentations, Customer Satisfaction, Pricing, Start-ups
Education
University of Mississippi 1992 — 1996
BBA
BMC - Building Materials and Construction Services 2015 - Present
Jack Jacob & Associates 2013 - 2015
BuildLinks Inc. April 2012 - September 2013
D.R. Horton Inc 2001 - 2012
TD Ameritrade 1999 - 2001
Skills
Sales Cycle Management, Construction Management, New Business Development, Operations Management, Negotiation, Management, Contract Negotiation, Homebuilding, Single Family Homes, Real Estate, Budgets, Renovation, Investment Properties, Business Planning, Selling, Real Estate Development, Team Building, Salesforce.com, Residential Homes, Strategic Planning, Training, Construction, Contract Management, SaaS, Purchasing, Sales Management, Process Scheduler, Sales Process, Customer Service, Direct Sales, Account Management, Business Development, Sales Operations, Sales, Enterprise Software, Marketing, Forecasting, Leadership, Lead Generation, B2B, Sales Presentations, Customer Satisfaction, Pricing, Start-ups
Education
University of Mississippi 1992 — 1996
BBA
Alex Litvak Alex Litvak's TD Ameritrade Experience December 2006 - October 2010
Job Sr. Software Developer at Benefit Trust Company
Industry Computer Software
Experience
Benefit Trust Company October 2010 - Present
TD Ameritrade December 2006 - October 2010
Gail Weiss & Associates October 2002 - December 2006
Skills
.NET, ASP.NET, SQL Server, SSRS, Databases, Microsoft SQL Server, Web Services, Agile Methodologies, SDLC, SOA, XML, C#, T-SQL, Design Patterns
Education
University of Maryland Baltimore County 2000 — 2004
BS, Computer Science
Benefit Trust Company October 2010 - Present
TD Ameritrade December 2006 - October 2010
Gail Weiss & Associates October 2002 - December 2006
Skills
.NET, ASP.NET, SQL Server, SSRS, Databases, Microsoft SQL Server, Web Services, Agile Methodologies, SDLC, SOA, XML, C#, T-SQL, Design Patterns
Education
University of Maryland Baltimore County 2000 — 2004
BS, Computer Science
Gary J. Mchugh Gary J. Mchugh's TD Ameritrade Experience May 2010 - July 2010
Job Integration Engineer at Cablevision
Industry Information Technology and Services
Experience
Cablevision February 2011 - Present
Wachovia, A Wells Fargo Company August 2010 - October 2010
TD Ameritrade May 2010 - July 2010
JPMorgan Chase & Co January 2005 - May 2010
TEKsystems January 2000 - January 2005
Inacom January 1993 - January 2000
Skills
Enterprise Systems, Software Distribution, VBScript, SCCM, Active Directory, XP, Windows 7, TCP/IP, Integration, Troubleshooting, SMS, Business Analysis, SQL, Microsoft Exchange, SDLC, Disaster Recovery
Education
University of Massachusetts at Lowell 2006 — 2008
Cablevision February 2011 - Present
Wachovia, A Wells Fargo Company August 2010 - October 2010
TD Ameritrade May 2010 - July 2010
JPMorgan Chase & Co January 2005 - May 2010
TEKsystems January 2000 - January 2005
Inacom January 1993 - January 2000
Skills
Enterprise Systems, Software Distribution, VBScript, SCCM, Active Directory, XP, Windows 7, TCP/IP, Integration, Troubleshooting, SMS, Business Analysis, SQL, Microsoft Exchange, SDLC, Disaster Recovery
Education
University of Massachusetts at Lowell 2006 — 2008
Handy Lukman Handy Lukman's TD Ameritrade Experience September 2014 - Present
Job iOS Mobile App Developer at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade September 2014 - Present
TD Ameritrade July 2007 - September 2014
TD AMERITRADE October 2005 - July 2007
TD AMERITRADE May 2001 - October 2005
TD AMERITRADE October 1999 - May 2001
Skills
HTML, Javascript, CSS, Linux, JavaScript, Web Development, Agile Methodologies, XML, Information Architecture, User Experience, Unix, SDLC, AJAX, Software Development, jQuery, Web Services, Web Applications, HTML 5, Perl, Integration
Education
University of Maryland Baltimore County 1997 — 2001
BS, Information System
TD Ameritrade September 2014 - Present
TD Ameritrade July 2007 - September 2014
TD AMERITRADE October 2005 - July 2007
TD AMERITRADE May 2001 - October 2005
TD AMERITRADE October 1999 - May 2001
Skills
HTML, Javascript, CSS, Linux, JavaScript, Web Development, Agile Methodologies, XML, Information Architecture, User Experience, Unix, SDLC, AJAX, Software Development, jQuery, Web Services, Web Applications, HTML 5, Perl, Integration
Education
University of Maryland Baltimore County 1997 — 2001
BS, Information System
Brent Wieck Brent Wieck's TD Ameritrade Experience December 2011 - August 2012
Job Internal Wholesaler at Mutual of Omaha
Industry Financial Services
Experience
Mutual of Omaha August 2012 - Present
TD Ameritrade December 2011 - August 2012
Continuum Financial - a member of the MassMutual Financial Group April 2008 - December 2011
Renaissance Financial September 2006 - April 2008
TD Ameritrade October 2000 - September 2006
Ameritrade 1997 - 2000
Skills
Insurance, Series 63, Retirement Planning, Investments, Series 7
Education
University of Nebraska at Omaha 2000 — 2004
MBA, Business Administration
University of Nebraska at Omaha 1992 — 1997
Bachelor, Psychology
University of Nebraska at Kearney
Mutual of Omaha August 2012 - Present
TD Ameritrade December 2011 - August 2012
Continuum Financial - a member of the MassMutual Financial Group April 2008 - December 2011
Renaissance Financial September 2006 - April 2008
TD Ameritrade October 2000 - September 2006
Ameritrade 1997 - 2000
Skills
Insurance, Series 63, Retirement Planning, Investments, Series 7
Education
University of Nebraska at Omaha 2000 — 2004
MBA, Business Administration
University of Nebraska at Omaha 1992 — 1997
Bachelor, Psychology
University of Nebraska at Kearney
Svetlana Silina's TD Ameritrade Experience August 2010 - October 2010
Job Product Manager
Industry Mechanical or Industrial Engineering
Experience
Appion Inc. June 2014 - Present
Broadcom June 2011 - Present
Robbins Geller Rudman & Dowd LLP November 2010 - April 2011
TD Ameritrade August 2010 - October 2010
University of Maryland September 2009 - December 2009
Voice of Youth Advocates September 2009 - December 2009
Final Cut Productions February 2009 - May 2009
Silver Spring Studios February 2009 - May 2009
Skills
Program Management, SharePoint, Works well in a team, PeopleSoft, Detailed Organization, Microsoft Excel, Analysis, Data Analysis, Time Management, Event Planning, Positive Energy, Microsoft Word, Presentations, Public Outreach, Recruiting, Outlook, Social Media, Networking, PowerPoint, HRIS, Travel Planning, Creative Writing, Technical Writing, Blogging, Events Coordination, Reporting & Analysis, Financial Reporting, Customer Service, Budget Forecasts, Financial Analysis, Communication, Social Skills, Entrepreneurship, Multi Tasking, Adobe, Visio, OrgPlus, Project Management, Space planning, Market Research, Onboarding, Training, Perseverance, Creativity, Problem Solving, Individual Work, Technology, Research, Executive Support, Oracle
Education
University of Maryland College Park 2006 — 2010
BA, Communication with Focus in Business and Marketing
Appion Inc. June 2014 - Present
Broadcom June 2011 - Present
Robbins Geller Rudman & Dowd LLP November 2010 - April 2011
TD Ameritrade August 2010 - October 2010
University of Maryland September 2009 - December 2009
Voice of Youth Advocates September 2009 - December 2009
Final Cut Productions February 2009 - May 2009
Silver Spring Studios February 2009 - May 2009
Skills
Program Management, SharePoint, Works well in a team, PeopleSoft, Detailed Organization, Microsoft Excel, Analysis, Data Analysis, Time Management, Event Planning, Positive Energy, Microsoft Word, Presentations, Public Outreach, Recruiting, Outlook, Social Media, Networking, PowerPoint, HRIS, Travel Planning, Creative Writing, Technical Writing, Blogging, Events Coordination, Reporting & Analysis, Financial Reporting, Customer Service, Budget Forecasts, Financial Analysis, Communication, Social Skills, Entrepreneurship, Multi Tasking, Adobe, Visio, OrgPlus, Project Management, Space planning, Market Research, Onboarding, Training, Perseverance, Creativity, Problem Solving, Individual Work, Technology, Research, Executive Support, Oracle
Education
University of Maryland College Park 2006 — 2010
BA, Communication with Focus in Business and Marketing
Sean Gorman Sean Gorman's TD Ameritrade Experience June 2010 - Present
Job Investment Consultant TD Ameritrade, Miami FL
Industry Financial Services
Experience
TD Ameritrade June 2010 - Present
Edward Jones & Co March 2008 - June 2010
Children's Advocacy Services of Greater St. Louis - UMSL October 2008 - November 2009
Clear Channel Communications October 2005 - October 2008
Zimmer Radio Group December 2001 - August 2005
Skills
Public Speaking, Investment Strategies, Strategic Financial..., Insurance, Financial Analysis, Series 7, Retirement Planning, Finance, Wealth Management, Financial Advisory, Investment Advisory, Investments
Education
University of Missouri-Columbia, College of Business
Bachelor of Science (B.S.), Business Administration, Management and Operations
TD Ameritrade June 2010 - Present
Edward Jones & Co March 2008 - June 2010
Children's Advocacy Services of Greater St. Louis - UMSL October 2008 - November 2009
Clear Channel Communications October 2005 - October 2008
Zimmer Radio Group December 2001 - August 2005
Skills
Public Speaking, Investment Strategies, Strategic Financial..., Insurance, Financial Analysis, Series 7, Retirement Planning, Finance, Wealth Management, Financial Advisory, Investment Advisory, Investments
Education
University of Missouri-Columbia, College of Business
Bachelor of Science (B.S.), Business Administration, Management and Operations
Dedra DeLilli Dedra DeLilli's TD Ameritrade Experience September 2012 - Present
Job
Industry Investment Management
Experience
TD Ameritrade September 2012 - Present
Skills
Strategic Planning, Budgeting, Integrated Marketing, Marketing Strategy, Analysis, Sports Marketing, Sponsorship, Crisis Communications, Marketing Communications, Segmentation, Team Leadership, Results Oriented, Direct Marketing, Product Marketing, Email Marketing, Client Acquisition, Client Relationship..., Client Development, Presentation Development, Social Media, CRM, Budgets, Customer Acquisition, Program Management, Management, Cross-functional Team..., Marketing, Digital Marketing, Strategy, Social Media Marketing, Sales, Goal Oriented, Lead Generation, Financial Services, Strategic Partnerships, Training, Online Marketing, Market Planning, Customer Retention, Salesforce.com, Brand Development, Analytics, Leadership, Online Advertising, Market Research, Competitive Analysis, Marketing Research, Digital Strategy, Direct Mail, Relationship Marketing
Education
University of Maine 1999 — 2001
MBA, Masters Business Administration
University of Maine 1995 — 1999
BA, Psychology
TD Ameritrade September 2012 - Present
Skills
Strategic Planning, Budgeting, Integrated Marketing, Marketing Strategy, Analysis, Sports Marketing, Sponsorship, Crisis Communications, Marketing Communications, Segmentation, Team Leadership, Results Oriented, Direct Marketing, Product Marketing, Email Marketing, Client Acquisition, Client Relationship..., Client Development, Presentation Development, Social Media, CRM, Budgets, Customer Acquisition, Program Management, Management, Cross-functional Team..., Marketing, Digital Marketing, Strategy, Social Media Marketing, Sales, Goal Oriented, Lead Generation, Financial Services, Strategic Partnerships, Training, Online Marketing, Market Planning, Customer Retention, Salesforce.com, Brand Development, Analytics, Leadership, Online Advertising, Market Research, Competitive Analysis, Marketing Research, Digital Strategy, Direct Mail, Relationship Marketing
Education
University of Maine 1999 — 2001
MBA, Masters Business Administration
University of Maine 1995 — 1999
BA, Psychology
Angie Herman Angie Herman's TD Ameritrade Experience October 2006 - Present
Job Communications Manager
Industry Public Relations and Communications
Experience
TD Ameritrade October 2006 - Present
Finales September 2003 - October 2006
The Nebraska Medical Center June 1997 - August 2003
The Nebraska Health System July 1998 - October 2001
University of Nebraska Medical Center/The Nebraska Health System June 1997 - July 1998
Skills
Change Management..., Leadership..., People Management, Writing, Editing, Public Relations, Coaching, Newsletters, Public Speaking, Journalism, Event Management, Copywriting, Event Planning, Proofreading, Leadership, Change Management, Management, Internal Communications, Strategic Planning, Video, Marketing, Strategy, Advertising, Direct Marketing, Program Management, Speech Writing, Marketing Communications, Interviews, Publications, Media Relations, Press Releases, Crisis Communications, Communication Training, Corporate Communications, Budgets, Social Media, Integrated Marketing, Strategic Communications
Education
University of Nebraska at Omaha 1994 — 1998
Bachelor of Science, Journalism- Public Relations and Advertising
Millard North High School 1990 — 1994
TD Ameritrade October 2006 - Present
Finales September 2003 - October 2006
The Nebraska Medical Center June 1997 - August 2003
The Nebraska Health System July 1998 - October 2001
University of Nebraska Medical Center/The Nebraska Health System June 1997 - July 1998
Skills
Change Management..., Leadership..., People Management, Writing, Editing, Public Relations, Coaching, Newsletters, Public Speaking, Journalism, Event Management, Copywriting, Event Planning, Proofreading, Leadership, Change Management, Management, Internal Communications, Strategic Planning, Video, Marketing, Strategy, Advertising, Direct Marketing, Program Management, Speech Writing, Marketing Communications, Interviews, Publications, Media Relations, Press Releases, Crisis Communications, Communication Training, Corporate Communications, Budgets, Social Media, Integrated Marketing, Strategic Communications
Education
University of Nebraska at Omaha 1994 — 1998
Bachelor of Science, Journalism- Public Relations and Advertising
Millard North High School 1990 — 1994
Eric Kullich's TD Ameritrade Experience February 2001 - Present
Job Assisting RIA's in current trends, technology and growth initiatives through TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade February 2001 - Present
TD Ameritrade Institutional 2001 - Present
Skills
Series 7, Mutual Funds, Series 63
Education
University of Massachusetts, Amherst 1991 — 1996
TD Ameritrade February 2001 - Present
TD Ameritrade Institutional 2001 - Present
Skills
Series 7, Mutual Funds, Series 63
Education
University of Massachusetts, Amherst 1991 — 1996
Renjit M Thalakotoor's TD Ameritrade Experience 2006 - 2007
Job QA Lead at Merril Lynch Inc
Industry Information Technology and Services
Experience
Merril Lynch Inc August 2015 - Present
SRLabs December 2014 - July 2015
Greenline Financial Technologies April 2014 - December 2014
Direct Edge May 2013 - December 2013
Jefferies & Company September 2011 - May 2013
Citigroup August 2010 - August 2011
Pipeline Financial Group 2008 - 2010
Integrated Software Solutions Inc January 2001 - August 2008
TD Ameritrade 2006 - 2007
Morgan Stanley 2006 - 2006
Skills
Quality Assurance, Requirements Analysis, SDLC, Test Automation, Quality Center, Agile Methodologies, SQL, Unix, Test Planning, Linux, User Acceptance Testing, Software Development
Education
University of Mysore 1993 — 2006
Master of Computer Applications (MCA), computer
University of Mysore 1993 — 1996
MCA, Computer Software Engineering
Merril Lynch Inc August 2015 - Present
SRLabs December 2014 - July 2015
Greenline Financial Technologies April 2014 - December 2014
Direct Edge May 2013 - December 2013
Jefferies & Company September 2011 - May 2013
Citigroup August 2010 - August 2011
Pipeline Financial Group 2008 - 2010
Integrated Software Solutions Inc January 2001 - August 2008
TD Ameritrade 2006 - 2007
Morgan Stanley 2006 - 2006
Skills
Quality Assurance, Requirements Analysis, SDLC, Test Automation, Quality Center, Agile Methodologies, SQL, Unix, Test Planning, Linux, User Acceptance Testing, Software Development
Education
University of Mysore 1993 — 2006
Master of Computer Applications (MCA), computer
University of Mysore 1993 — 1996
MCA, Computer Software Engineering
Michael McNamee Jr.'s TD Ameritrade Experience 2003 - 2005
Job Regional Supervisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2014 - Present
Wells Fargo Advisors January 2008 - September 2014
Commerce Brokerage Services September 2005 - January 2008
John Hancock Financial Services June 2005 - September 2005
TD Ameritrade 2003 - 2005
Union Planters Brokerage 2002 - 2003
US Bancorp Investment Inc 2000 - 2002
Edward Jones 1996 - 1999
U.S. Air Force - Illinois National Guard August 1986 - July 1992
Skills
Microsoft Excel, Leadership, Series 6, Securities, New Business Development, Strategic Planning, Investments, Finance
Education
University of Missouri-Saint Louis 1996 — 1999
Bachelor of Science (B.S.), Business Administration and Management, General
Wells Fargo Advisors September 2014 - Present
Wells Fargo Advisors January 2008 - September 2014
Commerce Brokerage Services September 2005 - January 2008
John Hancock Financial Services June 2005 - September 2005
TD Ameritrade 2003 - 2005
Union Planters Brokerage 2002 - 2003
US Bancorp Investment Inc 2000 - 2002
Edward Jones 1996 - 1999
U.S. Air Force - Illinois National Guard August 1986 - July 1992
Skills
Microsoft Excel, Leadership, Series 6, Securities, New Business Development, Strategic Planning, Investments, Finance
Education
University of Missouri-Saint Louis 1996 — 1999
Bachelor of Science (B.S.), Business Administration and Management, General
Chris Sommers's TD Ameritrade Experience February 2010 - September 2012
Job Manager Global Compensation at ACI Worldwide
Industry Financial Services
Experience
ACI Worldwide April 2015 - Present
ACI Worldwide March 2014 - April 2015
Mutual 1st Federal August 2013 - March 2014
Mutual 1st Federal Credit Union November 2012 - March 2013
TD Ameritrade February 2010 - September 2012
FDC January 2008 - February 2010
First Data 2006 - 2008
First Data 2002 - 2006
First Data 1998 - 2002
Skills
Onboarding, Talent Acquisition, Employee Relations, Benefits Administration, Deferred Compensation, Succession Planning, Human Resources, Management, Training, Change Management, Workforce Planning, Process Improvement, Recruiting, Employee Benefits, HRIS, Interviews, HR Consulting, Personnel Management, HR Policies
Education
University of Nebraska at Kearney 1996 — 1998
Bachelor's degree, Business Administration
ACI Worldwide April 2015 - Present
ACI Worldwide March 2014 - April 2015
Mutual 1st Federal August 2013 - March 2014
Mutual 1st Federal Credit Union November 2012 - March 2013
TD Ameritrade February 2010 - September 2012
FDC January 2008 - February 2010
First Data 2006 - 2008
First Data 2002 - 2006
First Data 1998 - 2002
Skills
Onboarding, Talent Acquisition, Employee Relations, Benefits Administration, Deferred Compensation, Succession Planning, Human Resources, Management, Training, Change Management, Workforce Planning, Process Improvement, Recruiting, Employee Benefits, HRIS, Interviews, HR Consulting, Personnel Management, HR Policies
Education
University of Nebraska at Kearney 1996 — 1998
Bachelor's degree, Business Administration
Shanan Cohen's TD Ameritrade Experience January 2011 - October 2012
Job Director of Sales & Marketing Analytics at The Mutual Fund Store
Industry Management Consulting
Experience
The Mutual Fund Store June 2014 - Present
WizeTrack December 2013 - May 2014
salesforce.com June 2013 - December 2013
The Mutual Fund Store October 2012 - May 2013
TD Ameritrade January 2011 - October 2012
TD Ameritrade June 2009 - December 2010
Capital One July 2007 - April 2009
Apple January 2007 - June 2007
Enterprise Rent-A-Car May 2005 - August 2005
Skills
Financial Modeling, SAS, Segmentation, SQL, Data Analysis, Customer Satisfaction, Customer Experience, Business Analysis, Analytics, Business Intelligence, Performance Reporting, Business Strategy, Compensation Structure..., Credit Risk, Management, Financial Analysis, Strategy, Analysis
Education
Washington University in St. Louis - Olin Business School
BSBA, Finance, Economics
University of Melbourne
The Mutual Fund Store June 2014 - Present
WizeTrack December 2013 - May 2014
salesforce.com June 2013 - December 2013
The Mutual Fund Store October 2012 - May 2013
TD Ameritrade January 2011 - October 2012
TD Ameritrade June 2009 - December 2010
Capital One July 2007 - April 2009
Apple January 2007 - June 2007
Enterprise Rent-A-Car May 2005 - August 2005
Skills
Financial Modeling, SAS, Segmentation, SQL, Data Analysis, Customer Satisfaction, Customer Experience, Business Analysis, Analytics, Business Intelligence, Performance Reporting, Business Strategy, Compensation Structure..., Credit Risk, Management, Financial Analysis, Strategy, Analysis
Education
Washington University in St. Louis - Olin Business School
BSBA, Finance, Economics
University of Melbourne
Dominic Faloni's TD Ameritrade Experience September 2000 - Present
Job Software Developer
Industry Financial Services
Experience
TD Ameritrade September 2000 - Present
Education
University of Maryland Baltimore County 1994 — 1996
TD Ameritrade September 2000 - Present
Education
University of Maryland Baltimore County 1994 — 1996
Julia K. Huntley, SPHR, SHRM-SCP's TD Ameritrade Experience July 2005 - Present
Job Human Resource Relationship Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2005 - Present
Peak Interests LLC, dba Pizza Hut September 1996 - July 2005
Skills
Onboarding, Employee Relations, Talent Acquisition, Talent Management, Performance Management, Organizational Design, Rewards Programs, Employee Engagement, Leadership Development, Change Management, HRIS, Succession Planning, Applicant Tracking..., Benefits Administration, Workforce Planning, Deferred Compensation, Employee Benefits, Recruiting, Human Resources, Personnel Management, PeopleSoft, HR Policies, Interviews, Management, College Recruiting, Organizational..., New Hire Orientations
Education
University of Nebraska at Kearney
BS, Business Administation
TD Ameritrade July 2005 - Present
Peak Interests LLC, dba Pizza Hut September 1996 - July 2005
Skills
Onboarding, Employee Relations, Talent Acquisition, Talent Management, Performance Management, Organizational Design, Rewards Programs, Employee Engagement, Leadership Development, Change Management, HRIS, Succession Planning, Applicant Tracking..., Benefits Administration, Workforce Planning, Deferred Compensation, Employee Benefits, Recruiting, Human Resources, Personnel Management, PeopleSoft, HR Policies, Interviews, Management, College Recruiting, Organizational..., New Hire Orientations
Education
University of Nebraska at Kearney
BS, Business Administation
Andy Lux's TD Ameritrade Experience August 2009 - January 2010
Job Solutions Architect at Optiv Inc
Industry Computer & Network Security
Experience
Optiv Inc July 2015 - Present
Accuvant January 2015 - July 2015
Accuvant February 2014 - January 2015
Verdasys August 2013 - February 2014
Trend Micro January 2013 - August 2013
Trend Micro July 2012 - January 2013
Trend Micro January 2011 - July 2012
Trend Micro January 2010 - December 2010
TD Ameritrade August 2009 - January 2010
TD Ameritrade March 2007 - August 2009
Skills
Information Security, CISSP, Information Assurance, Security, Network Security, Information Security..., IPS, Computer Security, VMware, Data Center, System Administration, Troubleshooting, Cloud Computing, Linux, DLP, Enterprise Software, Firewalls, Security Audits, Switches, Networking, Pre-sales, Operating Systems, Malware Analysis, Integration, Security Architecture..., Virtualization, Encryption, Vulnerability Assessment
Education
University of Nebraska at Omaha 2002 — 2006
B.S. Information Systems
Optiv Inc July 2015 - Present
Accuvant January 2015 - July 2015
Accuvant February 2014 - January 2015
Verdasys August 2013 - February 2014
Trend Micro January 2013 - August 2013
Trend Micro July 2012 - January 2013
Trend Micro January 2011 - July 2012
Trend Micro January 2010 - December 2010
TD Ameritrade August 2009 - January 2010
TD Ameritrade March 2007 - August 2009
Skills
Information Security, CISSP, Information Assurance, Security, Network Security, Information Security..., IPS, Computer Security, VMware, Data Center, System Administration, Troubleshooting, Cloud Computing, Linux, DLP, Enterprise Software, Firewalls, Security Audits, Switches, Networking, Pre-sales, Operating Systems, Malware Analysis, Integration, Security Architecture..., Virtualization, Encryption, Vulnerability Assessment
Education
University of Nebraska at Omaha 2002 — 2006
B.S. Information Systems
Paul Trader's TD Ameritrade Experience November 2012 - Present
Job Director, Data Center Engineering at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade November 2012 - Present
TD Ameritrade August 2005 - November 2012
Skills
Data Center, Vendor Management, Disaster Recovery, Visio, Enterprise Architecture, Management, VMware, Veritas Volume Manager, Integration, Networking, Information Security..., IT Strategy, SDLC, Infrastructure..., Databases, Active Directory, IT Management, Security, Cisco Technologies, Virtualization, Veritas Cluster Server, Information Security, Servers, Requirements Analysis, Business Continuity, Business Analysis, Windows Server, ITIL, Unix, Solaris, Risk Management, Program Management, High Availability, Cluster, System Administration
Education
University of Missouri-Kansas City
BS, Electrical Engneering
TD Ameritrade November 2012 - Present
TD Ameritrade August 2005 - November 2012
Skills
Data Center, Vendor Management, Disaster Recovery, Visio, Enterprise Architecture, Management, VMware, Veritas Volume Manager, Integration, Networking, Information Security..., IT Strategy, SDLC, Infrastructure..., Databases, Active Directory, IT Management, Security, Cisco Technologies, Virtualization, Veritas Cluster Server, Information Security, Servers, Requirements Analysis, Business Continuity, Business Analysis, Windows Server, ITIL, Unix, Solaris, Risk Management, Program Management, High Availability, Cluster, System Administration
Education
University of Missouri-Kansas City
BS, Electrical Engneering
Sivagami Gomathinayagam's TD Ameritrade Experience July 2010 - November 2010
Job Operations, Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs September 2014 - Present
Credit Suisse September 2013 - September 2014
Depository Trust & Clearing Corporation January 2011 - August 2013
Cognizant Technology Solutions September 2006 - August 2013
TD Ameritrade July 2010 - November 2010
Tata Consultancy Services June 2005 - September 2006
Skills
Requirements Gathering, User Acceptance Testing, Business Analysis, Requirements Analysis, Pre-sales, OTC Derivatives, Clearing and Settlement, Dodd-Frank, Settlement, Equities, SDLC
Education
Institute for Financial Management & Research 2003 — 2005
Post Graduate Diploma in Management, Finance and IT
University of Madras 1999 — 2003
Bachelor of Engineering (B.Eng.), Electrical and Electronics Engineering
Jessie Moses 1993 — 1999
High School
Goldman Sachs September 2014 - Present
Credit Suisse September 2013 - September 2014
Depository Trust & Clearing Corporation January 2011 - August 2013
Cognizant Technology Solutions September 2006 - August 2013
TD Ameritrade July 2010 - November 2010
Tata Consultancy Services June 2005 - September 2006
Skills
Requirements Gathering, User Acceptance Testing, Business Analysis, Requirements Analysis, Pre-sales, OTC Derivatives, Clearing and Settlement, Dodd-Frank, Settlement, Equities, SDLC
Education
Institute for Financial Management & Research 2003 — 2005
Post Graduate Diploma in Management, Finance and IT
University of Madras 1999 — 2003
Bachelor of Engineering (B.Eng.), Electrical and Electronics Engineering
Jessie Moses 1993 — 1999
High School
Randy Kornberg's TD Ameritrade Experience 1996 - 2010
Job Senior Vice President, Regional Sales Director at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management January 2014 - Present
Algonquin Arts Center July 2011 - Present
PNC Wealth Management February 2011 - January 2014
TD Ameritrade 1996 - 2010
Skills
Cross-functional Team..., Securities, Mutual Funds, Series 7, Wealth Management, Series 63, Retirement Planning, Management, Risk Management, Asset Management, Asset Allocation, FINRA, Uniform Combined State..., Investments, Business Development, Financial Advisory, Fixed Income, Series 24, Financial Services, Alternative Investments, Equities, Strategic Financial..., Portfolio Management, Investment Advisory, Investment Strategies, 401k, Bonds, Investment Management, Options, Retirement, Wealth Management..., Wealth, Relationship Management, High Net Worth..., Estate Planning, Trading
Education
University of Massachusetts, Amherst 1990 — 1994
Bachelor of Arts, Economics
PNC Wealth Management January 2014 - Present
Algonquin Arts Center July 2011 - Present
PNC Wealth Management February 2011 - January 2014
TD Ameritrade 1996 - 2010
Skills
Cross-functional Team..., Securities, Mutual Funds, Series 7, Wealth Management, Series 63, Retirement Planning, Management, Risk Management, Asset Management, Asset Allocation, FINRA, Uniform Combined State..., Investments, Business Development, Financial Advisory, Fixed Income, Series 24, Financial Services, Alternative Investments, Equities, Strategic Financial..., Portfolio Management, Investment Advisory, Investment Strategies, 401k, Bonds, Investment Management, Options, Retirement, Wealth Management..., Wealth, Relationship Management, High Net Worth..., Estate Planning, Trading
Education
University of Massachusetts, Amherst 1990 — 1994
Bachelor of Arts, Economics
Eric Wills's TD Ameritrade Experience January 2009 - Present
Job Application Development Manager at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade January 2009 - Present
TD Ameritrade 2007 - Present
Register.com April 2002 - December 2007
Education
University of Maryland Baltimore County 1989 — 1993
BS, Information Systems
TD Ameritrade January 2009 - Present
TD Ameritrade 2007 - Present
Register.com April 2002 - December 2007
Education
University of Maryland Baltimore County 1989 — 1993
BS, Information Systems
Michael Conticello's TD Ameritrade Experience July 2013 - Present
Job Director, Brokerage Operations @ TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2013 - Present
TD Ameritrade July 2013 - February 2015
TD August 2012 - July 2013
E*TRADE Financial June 2010 - August 2012
Morgan Stanley May 2008 - August 2010
Hudson Mortgage Bankers February 2003 - May 2008
Citigroup Inc. April 2001 - January 2003
Skills
Team Building, Securities, Series 7, Strategy, Project Management, Leadership, Analytics, Risk Management, Banking, Financial Analysis, Financial Services, Process Improvement, Portfolio Management, Vendor Management, Online Brokerage, Business Process..., AML, Relationship Management, Fixed Income, Series 63, Series 24, Anti Money Laundering
Education
University of Maryland College Park 1995 — 1999
TD Ameritrade July 2013 - Present
TD Ameritrade July 2013 - February 2015
TD August 2012 - July 2013
E*TRADE Financial June 2010 - August 2012
Morgan Stanley May 2008 - August 2010
Hudson Mortgage Bankers February 2003 - May 2008
Citigroup Inc. April 2001 - January 2003
Skills
Team Building, Securities, Series 7, Strategy, Project Management, Leadership, Analytics, Risk Management, Banking, Financial Analysis, Financial Services, Process Improvement, Portfolio Management, Vendor Management, Online Brokerage, Business Process..., AML, Relationship Management, Fixed Income, Series 63, Series 24, Anti Money Laundering
Education
University of Maryland College Park 1995 — 1999
Stephen Schaack, CFP®'s TD Ameritrade Experience March 2007 - May 2007
Job Sr. Regional Vice President at Western & Southern Financial Group
Industry Investment Management
Experience
Western & Southern Financial Group January 2015 - Present
Saratoga Capital Management, LLC December 2013 - January 2015
Penn Mutual May 2007 - September 2013
Penn Mutual May 2012 - December 2012
TD Ameritrade March 2007 - May 2007
John Hancock May 2005 - June 2006
The MONY Group January 2002 - September 2004
John Hancock Financial Services May 2001 - December 2001
John Hancock Financial Services February 2000 - May 2001
John Hancock Financial Services January 1999 - February 2000
Education
University of Massachusetts, Amherst
BA, Marketing and Sales
Wharton School, University of Pennsylvania 2012 — 2012
Retirement Income Planning Certificate
University of New Hampshire
Associate of Arts (A.A.)
Burke Mountain Academy 1989 — 1993
High School
Western & Southern Financial Group January 2015 - Present
Saratoga Capital Management, LLC December 2013 - January 2015
Penn Mutual May 2007 - September 2013
Penn Mutual May 2012 - December 2012
TD Ameritrade March 2007 - May 2007
John Hancock May 2005 - June 2006
The MONY Group January 2002 - September 2004
John Hancock Financial Services May 2001 - December 2001
John Hancock Financial Services February 2000 - May 2001
John Hancock Financial Services January 1999 - February 2000
Education
University of Massachusetts, Amherst
BA, Marketing and Sales
Wharton School, University of Pennsylvania 2012 — 2012
Retirement Income Planning Certificate
University of New Hampshire
Associate of Arts (A.A.)
Burke Mountain Academy 1989 — 1993
High School
Dean Kramar's TD Ameritrade Experience October 2010 - July 2011
Job Sr. Product Manager, Wealth Management Solutions 401(k) Plans
Industry Financial Services
Experience
Ameriprise Financial June 2011 - Present
TD Ameritrade October 2010 - July 2011
First American Funds July 2006 - October 2010
The Hartford May 2005 - June 2006
Hartford Life 2004 - 2005
American Express Financial Advisors 1996 - 2004
Skills
Relationship Management, Morningstar, Siebel, Series 7, Mutual Funds, FINRA, 401k, Securities, Alternative Investments, Asset Allocation, Investments, Retirement Planning, Financial Services, Equities, Financial Advisory
Education
University of Minnesota-Duluth 1990 — 1995
Bachelor of Arts (B.A.), Political Science
Ameriprise Financial June 2011 - Present
TD Ameritrade October 2010 - July 2011
First American Funds July 2006 - October 2010
The Hartford May 2005 - June 2006
Hartford Life 2004 - 2005
American Express Financial Advisors 1996 - 2004
Skills
Relationship Management, Morningstar, Siebel, Series 7, Mutual Funds, FINRA, 401k, Securities, Alternative Investments, Asset Allocation, Investments, Retirement Planning, Financial Services, Equities, Financial Advisory
Education
University of Minnesota-Duluth 1990 — 1995
Bachelor of Arts (B.A.), Political Science
Shafique Nadimulla's TD Ameritrade Experience August 1999 - February 2009
Job Sr.Software Engineer at West Corporation
Industry Investment Management
Experience
West Corporation July 2009 - Present
West Interactive Corp. 2009 - Present
TD Ameritrade August 1999 - February 2009
HBO-ACI 1998 - 1999
C.C.F.I 1988 - 1994
Education
University of Mumbai 1983 — 1985
West Corporation July 2009 - Present
West Interactive Corp. 2009 - Present
TD Ameritrade August 1999 - February 2009
HBO-ACI 1998 - 1999
C.C.F.I 1988 - 1994
Education
University of Mumbai 1983 — 1985
Marlena Godbolt's TD Ameritrade Experience March 2010 - Present
Job HR Relationship Manager at TD Ameritrade
Industry Human Resources
Experience
TD Ameritrade March 2010 - Present
Wells Fargo 2006 - 2009
First Data Resources 2001 - 2006
Household Credit Services 1989 - 2000
Skills
Talent Management, Employee Relations, Performance Management, Human Resources, HRIS, Personnel Management, Deferred Compensation, Employee Benefits, Interviews, Training, Employment Law, Change Management, Leadership, Organizational..., Coaching
Education
University of Maryland College Park 1975 — 1979
BA, Spanish
University of Maryland College Park
Bachelor of Arts (BA), Sapnish Language
TD Ameritrade March 2010 - Present
Wells Fargo 2006 - 2009
First Data Resources 2001 - 2006
Household Credit Services 1989 - 2000
Skills
Talent Management, Employee Relations, Performance Management, Human Resources, HRIS, Personnel Management, Deferred Compensation, Employee Benefits, Interviews, Training, Employment Law, Change Management, Leadership, Organizational..., Coaching
Education
University of Maryland College Park 1975 — 1979
BA, Spanish
University of Maryland College Park
Bachelor of Arts (BA), Sapnish Language
Mark Bruscke's TD Ameritrade Experience 2009 - 2010
Job Owner, Abax Financial Derivatives Incorporated
Industry Capital Markets
Experience
Abax Financial Derivatives Incorporated ConsultantStandard Chartered Bank2014 - 2014
Bank of America 2013 - 2014
Caxton Associates 2011 - 2013
Deutsche Bank 2010 - 2010
TD Ameritrade 2009 - 2010
J.P. Morgan (Investment Bank) 2008 - 2009
Freddie Mac 2007 - 2008
Citi 2005 - 2006
Morgan Stanley 2005 - 2005
Merrill Lynch 2005 - 2005
Skills
Data Architecture, Logical Data Modeling, Business Analysis, Financial Instruments, Operational Risk, Financial Futures, Commodity Markets, Securities, Options, Interest Rate Swaps, Reference Data, Master Data, Deal Creation, Liquidation, Position Management, Reporting, General Ledger, Subledger Accounting, Architectures, Private Equity, Financial Structuring, Sybase, Business Development, Due Diligence, Management, Competitive Analysis, Entrepreneurship, Valuation, Analysis, Trading, Investments, SDLC, Mergers & Acquisitions, Start-ups, Program Management, Management Consulting, Corporate Development, Corporate Finance, Venture Capital, Financial Modeling, Enterprise Architecture, Requirements Analysis
Education
University of Minnesota-Twin Cities 1969 — 1973
Abax Financial Derivatives Incorporated ConsultantStandard Chartered Bank2014 - 2014
Bank of America 2013 - 2014
Caxton Associates 2011 - 2013
Deutsche Bank 2010 - 2010
TD Ameritrade 2009 - 2010
J.P. Morgan (Investment Bank) 2008 - 2009
Freddie Mac 2007 - 2008
Citi 2005 - 2006
Morgan Stanley 2005 - 2005
Merrill Lynch 2005 - 2005
Skills
Data Architecture, Logical Data Modeling, Business Analysis, Financial Instruments, Operational Risk, Financial Futures, Commodity Markets, Securities, Options, Interest Rate Swaps, Reference Data, Master Data, Deal Creation, Liquidation, Position Management, Reporting, General Ledger, Subledger Accounting, Architectures, Private Equity, Financial Structuring, Sybase, Business Development, Due Diligence, Management, Competitive Analysis, Entrepreneurship, Valuation, Analysis, Trading, Investments, SDLC, Mergers & Acquisitions, Start-ups, Program Management, Management Consulting, Corporate Development, Corporate Finance, Venture Capital, Financial Modeling, Enterprise Architecture, Requirements Analysis
Education
University of Minnesota-Twin Cities 1969 — 1973
Jennifer Parr's TD Ameritrade Experience April 2012 - Present
Job Business Development Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2012 - Present
Education
University of Nebraska at Kearney
Bachelor of Science, Business Management
TD Ameritrade April 2012 - Present
Education
University of Nebraska at Kearney
Bachelor of Science, Business Management
Christie Ennis's TD Ameritrade Experience 2009 - 2012
Job Independent Contractor/Sales & Marketing Consultant at The Uncommon Thread
Industry Market Research
Experience
Campus ToolKit January 2010 - Present
The Uncommon Thread 2009 - Present
TD Ameritrade 2009 - 2012
Skills
Proposal Writing, Marketing, Human Resources, Lead Generation, Financial Services, Training, Business Process..., Customer Service, Sales, CRM, Cold Calling, Salesforce.com, Account Management
Education
University of Massachusetts, Amherst 1969 — 1973
Bachelor of Applied Science (B.A.Sc.), Dance Therapy/Special Education
Campus ToolKit January 2010 - Present
The Uncommon Thread 2009 - Present
TD Ameritrade 2009 - 2012
Skills
Proposal Writing, Marketing, Human Resources, Lead Generation, Financial Services, Training, Business Process..., Customer Service, Sales, CRM, Cold Calling, Salesforce.com, Account Management
Education
University of Massachusetts, Amherst 1969 — 1973
Bachelor of Applied Science (B.A.Sc.), Dance Therapy/Special Education
Edmond Noble's TD Ameritrade Experience October 2012 - April 2013
Job Hospitality and Tourism Extrodinaire
Industry Hospitality
Experience
Delta Air Lines March 2014 - Present
Delta Air Lines May 2011 - January 2014
TD Ameritrade October 2012 - April 2013
Snap Photo Tours March 2012 - September 2012
Provide Commerce November 2011 - July 2012
South Molle Island Resort October 2010 - December 2010
Copper Mountain Resort October 2009 - April 2010
Princess Cruises May 2008 - September 2009
Hamilton, Manning, & Associates November 2007 - May 2008
State Street July 2006 - April 2007
Skills
Microsoft Office, Customer Service, Team Building, Microsoft Excel, Hospitality, PowerPoint, Training, Outlook, Customer Satisfaction, Microsoft Word, Sales, Team Leadership, Event Planning, Marketing, Inventory Management, Social Media
Education
University of Massachusetts Boston 2005 — 2006
BS Management, Marketing, Finance
Delta Air Lines March 2014 - Present
Delta Air Lines May 2011 - January 2014
TD Ameritrade October 2012 - April 2013
Snap Photo Tours March 2012 - September 2012
Provide Commerce November 2011 - July 2012
South Molle Island Resort October 2010 - December 2010
Copper Mountain Resort October 2009 - April 2010
Princess Cruises May 2008 - September 2009
Hamilton, Manning, & Associates November 2007 - May 2008
State Street July 2006 - April 2007
Skills
Microsoft Office, Customer Service, Team Building, Microsoft Excel, Hospitality, PowerPoint, Training, Outlook, Customer Satisfaction, Microsoft Word, Sales, Team Leadership, Event Planning, Marketing, Inventory Management, Social Media
Education
University of Massachusetts Boston 2005 — 2006
BS Management, Marketing, Finance
Barton Salter's TD Ameritrade Experience 2006 - 2010
Job FINRA Series 24, 66, 8; Quality Assurance; Mortgage Loss Mitigation Services; NTX Real Estate and Property Management
Industry Financial Services
Experience
Newbold Advisors April 2012 - Present
Carlisle & Gallagher Consulting Group 2010 - January 2012
TD Ameritrade 2006 - 2010
Fidelity Investments 2004 - 2005
Scottrade 2003 - 2003
Charles Schwab 1996 - 2002
Skills
Compliance, Process Improvement, Management Consulting, Risk Management, Account Management, Financial Planning, Business Planning, Business Strategy, Competitive Analysis, Series 7, Marketing Strategy, Research, Microsoft Office, Data Analysis, Outlook, PowerPoint, Quality Assurance, Series 24, Series 66, FINRA, Mortgage Loss..., Series 8 (9&10), Mortgage Lending, Equities, Strategic Financial..., Program Management, Sales, Training, Uniform Combined State..., Auditing
Education
University of Missouri-Kansas City
Newbold Advisors April 2012 - Present
Carlisle & Gallagher Consulting Group 2010 - January 2012
TD Ameritrade 2006 - 2010
Fidelity Investments 2004 - 2005
Scottrade 2003 - 2003
Charles Schwab 1996 - 2002
Skills
Compliance, Process Improvement, Management Consulting, Risk Management, Account Management, Financial Planning, Business Planning, Business Strategy, Competitive Analysis, Series 7, Marketing Strategy, Research, Microsoft Office, Data Analysis, Outlook, PowerPoint, Quality Assurance, Series 24, Series 66, FINRA, Mortgage Loss..., Series 8 (9&10), Mortgage Lending, Equities, Strategic Financial..., Program Management, Sales, Training, Uniform Combined State..., Auditing
Education
University of Missouri-Kansas City
Venkat Raman, PMP's TD Ameritrade Experience October 2007 - October 2008
Job Sr.Project Manager at MedImmune
Industry Financial Services
Experience
MedImmune November 2008 - Present
TD Ameritrade October 2007 - October 2008
Financial Industry Regulatory Authority 1997 - 2005
Skills
Project Management, PMO, SDLC, Software Project..., Requirements Analysis, PMP, Enterprise Software, Change Management, Project Portfolio..., IT Strategy, Vendor Management, Enterprise Architecture, Cross-functional Team..., Program Management, Agile Project Management
Education
University of Madras 1993 — 1997
Bachelor of Engineering, Computer Science
MedImmune November 2008 - Present
TD Ameritrade October 2007 - October 2008
Financial Industry Regulatory Authority 1997 - 2005
Skills
Project Management, PMO, SDLC, Software Project..., Requirements Analysis, PMP, Enterprise Software, Change Management, Project Portfolio..., IT Strategy, Vendor Management, Enterprise Architecture, Cross-functional Team..., Program Management, Agile Project Management
Education
University of Madras 1993 — 1997
Bachelor of Engineering, Computer Science
Harry Morse's TD Ameritrade Experience May 2010 - Present
Job Financial Consultant, Fixed Income Guidance Group at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2010 - Present
TD Ameritrade October 2008 - May 2010
TD Ameritrade 2006 - 2008
Skills
Finance, Fixed Income, Investments, Mutual Funds, Portfolio Management, Securities, Retirement Planning, Series 7, Series 63, Wealth Management
Education
University of Miami - School of Business 1974 — 1977
BBA, Management, Finance
TD Ameritrade May 2010 - Present
TD Ameritrade October 2008 - May 2010
TD Ameritrade 2006 - 2008
Skills
Finance, Fixed Income, Investments, Mutual Funds, Portfolio Management, Securities, Retirement Planning, Series 7, Series 63, Wealth Management
Education
University of Miami - School of Business 1974 — 1977
BBA, Management, Finance
Ross Pastman's TD Ameritrade Experience December 2013 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade December 2013 - Present
Merrill Lynch January 2012 - December 2013
Merrill Lynch July 2010 - January 2012
Bloomberg September 2009 - July 2010
Skills
Microsoft Office, Bloomberg Terminal, Financial Services, Sales, Financial Advisory, Portfolio Management
Education
University of Miami - School of Business 2006 — 2009
Bachelors of Business Administration, Finance
TD Ameritrade December 2013 - Present
Merrill Lynch January 2012 - December 2013
Merrill Lynch July 2010 - January 2012
Bloomberg September 2009 - July 2010
Skills
Microsoft Office, Bloomberg Terminal, Financial Services, Sales, Financial Advisory, Portfolio Management
Education
University of Miami - School of Business 2006 — 2009
Bachelors of Business Administration, Finance
Vaibhav Hadkar's TD Ameritrade Experience September 2009 - Present
Job Software Developer
Industry Information Technology and Services
Experience
TD Ameritrade September 2009 - Present
Liberty Mutual Insurance August 2008 - August 2009
Aetna August 2006 - July 2008
Education
University of Mumbai 1998 — 2002
Bachelors, Computer Engineering
TD Ameritrade September 2009 - Present
Liberty Mutual Insurance August 2008 - August 2009
Aetna August 2006 - July 2008
Education
University of Mumbai 1998 — 2002
Bachelors, Computer Engineering
Gregg Waris's TD Ameritrade Experience May 2010 - May 2014
Job Senior Equity Trader at Stonehenge Trading
Industry Financial Services
Experience
Stonehenge Trading June 2014 - Present
TD Ameritrade May 2010 - May 2014
Farmers Commodities Corp. 1993 - 1997
Skills
Series 7, Economics, Brokerage, Research, Trading, Customer Relations, Investments, Risk, Equities, Mutual Funds, Series 63, Customer Service, FINRA, Managed Accounts, Client Experience, Retirement Planning, Asset Allocation, Wealth Management, Securities, Managing Accounts, Customer Experience, Financial Risk, Options, Sales, Management, Leadership
Education
University of Missouri-Columbia 1981 — 1987
BA, Economics
Bishop LeBlond
HS DEGREE
Stonehenge Trading June 2014 - Present
TD Ameritrade May 2010 - May 2014
Farmers Commodities Corp. 1993 - 1997
Skills
Series 7, Economics, Brokerage, Research, Trading, Customer Relations, Investments, Risk, Equities, Mutual Funds, Series 63, Customer Service, FINRA, Managed Accounts, Client Experience, Retirement Planning, Asset Allocation, Wealth Management, Securities, Managing Accounts, Customer Experience, Financial Risk, Options, Sales, Management, Leadership
Education
University of Missouri-Columbia 1981 — 1987
BA, Economics
Bishop LeBlond
HS DEGREE
Jake Hayes's TD Ameritrade Experience May 2008 - August 2008
Job Assistant City Attorney, City of Memphis
Industry Law Practice
Experience
City of Memphis July 2013 - Present
Shelby County Criminal Court August 2012 - June 2013
Vanderbilt Legal Clinic - Criminal Practice August 2011 - May 2012
Rose Immigration Law Firm PLC May 2011 - August 2011
TN Department of Environment and Conservation June 2010 - August 2010
TD Ameritrade May 2008 - August 2008
First Data Corporation May 2007 - August 2007
Skills
Public Policy, Litigation, Westlaw, Government, Legal Writing, Legal Research, Courts, Commercial Litigation, Mediation
Education
Vanderbilt University Law School 2009 — 2012
J.D.
University of Michigan 2005 — 2009
BA, Economics
City of Memphis July 2013 - Present
Shelby County Criminal Court August 2012 - June 2013
Vanderbilt Legal Clinic - Criminal Practice August 2011 - May 2012
Rose Immigration Law Firm PLC May 2011 - August 2011
TN Department of Environment and Conservation June 2010 - August 2010
TD Ameritrade May 2008 - August 2008
First Data Corporation May 2007 - August 2007
Skills
Public Policy, Litigation, Westlaw, Government, Legal Writing, Legal Research, Courts, Commercial Litigation, Mediation
Education
Vanderbilt University Law School 2009 — 2012
J.D.
University of Michigan 2005 — 2009
BA, Economics
phani yaganti's TD Ameritrade Experience January 2009 - August 2010
Job Internet Services Production Support Group at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo May 2014 - Present
Wells Fargo August 2012 - May 2014
Gap Inc. March 2012 - August 2012
Wells Fargo August 2010 - February 2012
TD Ameritrade January 2009 - August 2010
Bank of America July 2007 - December 2008
Agilent Networks, Inc. June 2006 - June 2007
Choice solutions Limited March 2004 - May 2006
Skills
Integration, Unix, WebSphere Application..., Tomcat, Middleware, Weblogic, Solaris, Linux, Shell Scripting, Red Hat Linux, Troubleshooting, Websphere, Unix Shell Scripting, Apache, Active Directory, WebSphere MQ, JBoss Application Server, TCP/IP, Networking, F5 BigIP, Splunk, Jenkins, Puppet, Wily Introscope
Education
Madras University 1999 — 2003
Bachelor's degree, Electronics and Communications Engineering
University of Madras 1999 — 2003
Bachelor's degree, Electronics and Communications Engineering
Wells Fargo May 2014 - Present
Wells Fargo August 2012 - May 2014
Gap Inc. March 2012 - August 2012
Wells Fargo August 2010 - February 2012
TD Ameritrade January 2009 - August 2010
Bank of America July 2007 - December 2008
Agilent Networks, Inc. June 2006 - June 2007
Choice solutions Limited March 2004 - May 2006
Skills
Integration, Unix, WebSphere Application..., Tomcat, Middleware, Weblogic, Solaris, Linux, Shell Scripting, Red Hat Linux, Troubleshooting, Websphere, Unix Shell Scripting, Apache, Active Directory, WebSphere MQ, JBoss Application Server, TCP/IP, Networking, F5 BigIP, Splunk, Jenkins, Puppet, Wily Introscope
Education
Madras University 1999 — 2003
Bachelor's degree, Electronics and Communications Engineering
University of Madras 1999 — 2003
Bachelor's degree, Electronics and Communications Engineering
Shaya Katz's TD Ameritrade Experience 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
TD Ameritrade 2013 - Present
Natural Markets Restaurants Corp 2012 - 2012
CME Group 2010 - 2012
FS Energy, LLC 2009 - 2010
FS Energy, LLC 2008 - 2009
Harbor Equities, LLC 2006 - 2007
Skills
Bloomberg, Financial Modeling, Valuation, Equities
Education
University of Maryland College Park 2004 — 2008
BA, Economics
TD Ameritrade 2013 - Present
Natural Markets Restaurants Corp 2012 - 2012
CME Group 2010 - 2012
FS Energy, LLC 2009 - 2010
FS Energy, LLC 2008 - 2009
Harbor Equities, LLC 2006 - 2007
Skills
Bloomberg, Financial Modeling, Valuation, Equities
Education
University of Maryland College Park 2004 — 2008
BA, Economics
Thomas Zaroban's TD Ameritrade Experience January 2005 - Present
Job Secuirty Event Center Information Analyst
Industry Financial Services
Experience
TD Ameritrade January 2005 - Present
Mutual of Omaha September 2000 - September 2005
Skills
Networking, Information Security..., Information Security, Information Technology, Vendor Management, Computer Security, Firewalls, IT Audit, COBIT, ISO 27001, E-Discovery, Autonomy IDOL, Global Relay, Proofpoint, IBM iSeries, IBM AS/400, Lotus Notes, Checkpoint, Cyberguard, ArcSight, Verdasys, Security Audits, Business Continuity, Security Awareness, Security Architecture..., Data Security, Incident Response, Litigation Support, Vulnerability Assessment, Identity Management, Vulnerability Management, Enterprise Architecture, Network Security, Security Policy, Unix, Encryption, Intrusion Detection, Payment Industry, System Deployment, VPN, Enterprise Risk..., Computer Forensics, SIEM, CISA, Application Security, Information Assurance, Incident Management, Data Privacy, Security, Disaster Recovery
Education
University of Nebraska at Kearney 1992 — 1994
BS, Telecommunications Mgmt, Data Communications, Geography and Environmental Studies
Kearney State College 1974 — 1977
BS, Geography
Hastingsd High
TD Ameritrade January 2005 - Present
Mutual of Omaha September 2000 - September 2005
Skills
Networking, Information Security..., Information Security, Information Technology, Vendor Management, Computer Security, Firewalls, IT Audit, COBIT, ISO 27001, E-Discovery, Autonomy IDOL, Global Relay, Proofpoint, IBM iSeries, IBM AS/400, Lotus Notes, Checkpoint, Cyberguard, ArcSight, Verdasys, Security Audits, Business Continuity, Security Awareness, Security Architecture..., Data Security, Incident Response, Litigation Support, Vulnerability Assessment, Identity Management, Vulnerability Management, Enterprise Architecture, Network Security, Security Policy, Unix, Encryption, Intrusion Detection, Payment Industry, System Deployment, VPN, Enterprise Risk..., Computer Forensics, SIEM, CISA, Application Security, Information Assurance, Incident Management, Data Privacy, Security, Disaster Recovery
Education
University of Nebraska at Kearney 1992 — 1994
BS, Telecommunications Mgmt, Data Communications, Geography and Environmental Studies
Kearney State College 1974 — 1977
BS, Geography
Hastingsd High
Kyle Goepel's TD Ameritrade Experience December 2011 - Present
Job Investment Consultant
Industry Investment Management
Experience
TD Ameritrade December 2011 - Present
Axius Financial March 2010 - December 2011
Renaissance Financial August 2007 - February 2010
Skills
Investments, Financial Planning, Insurance, Retirement, Retirement Planning, Securities, Estate Planning, Wealth Management, Asset, Wealth, Portfolio Management, Asset Management, Funding, Series 7, Mutual Funds, Financial Advisory, Investment Advisory, Employee Benefits, 401k, Long Term Care, Economics, Customer Relations, Retirement Income..., Annuities, Savings, Budgeting, Options, Asset Allocation, Microsoft Office, Equities, Money, Pensions, Risk Management, Sales Recruitment, Training & Development, Finance, Customer Service, Investment Strategies, Sales, Investment Management, Fixed Income
Education
University of Missouri-Columbia 2003 — 2007
Business, Finance and Banking
TD Ameritrade December 2011 - Present
Axius Financial March 2010 - December 2011
Renaissance Financial August 2007 - February 2010
Skills
Investments, Financial Planning, Insurance, Retirement, Retirement Planning, Securities, Estate Planning, Wealth Management, Asset, Wealth, Portfolio Management, Asset Management, Funding, Series 7, Mutual Funds, Financial Advisory, Investment Advisory, Employee Benefits, 401k, Long Term Care, Economics, Customer Relations, Retirement Income..., Annuities, Savings, Budgeting, Options, Asset Allocation, Microsoft Office, Equities, Money, Pensions, Risk Management, Sales Recruitment, Training & Development, Finance, Customer Service, Investment Strategies, Sales, Investment Management, Fixed Income
Education
University of Missouri-Columbia 2003 — 2007
Business, Finance and Banking
P. Nathan Crews's TD Ameritrade Experience August 2007 - April 2009
Job Sales Manager at Dillards
Industry Retail
Experience
Dillards September 2013 - Present
Dillards March 2012 - September 2013
JP Morgan Chase May 2010 - February 2011
TD Ameritrade August 2007 - April 2009
Skills
Analysis, Profit, Sales, Retail, Sales Management, Customer Service, Forecasting, Management, Account Management, Customer Satisfaction, Teaching, Social Media, Team Building, Microsoft Word, PowerPoint, Merchandising, Microsoft Office, Marketing
Education
University of Mary Hardin-Baylor 1992 — 2001
Dillards September 2013 - Present
Dillards March 2012 - September 2013
JP Morgan Chase May 2010 - February 2011
TD Ameritrade August 2007 - April 2009
Skills
Analysis, Profit, Sales, Retail, Sales Management, Customer Service, Forecasting, Management, Account Management, Customer Satisfaction, Teaching, Social Media, Team Building, Microsoft Word, PowerPoint, Merchandising, Microsoft Office, Marketing
Education
University of Mary Hardin-Baylor 1992 — 2001
Brad Nave's TD Ameritrade Experience January 2011 - October 2011
Job Trade Desk at thinkorswim
Industry Investment Management
Experience
thinkorswim October 2011 - Present
TD Ameritrade January 2011 - October 2011
TD Ameritrade January 2009 - January 2011
Banc of America Securities May 2008 - August 2008
Skills
Series 7, Series 63, Series 3, Series 24, Series 34, Options, FINRA, FX Options, Derivatives, Equities, Foreign Exchange, Finance, Investments, Risk Management
Education
University of Nebraska at Kearney 2004 — 2008
Bachelor of Science, Finance, Economics
thinkorswim October 2011 - Present
TD Ameritrade January 2011 - October 2011
TD Ameritrade January 2009 - January 2011
Banc of America Securities May 2008 - August 2008
Skills
Series 7, Series 63, Series 3, Series 24, Series 34, Options, FINRA, FX Options, Derivatives, Equities, Foreign Exchange, Finance, Investments, Risk Management
Education
University of Nebraska at Kearney 2004 — 2008
Bachelor of Science, Finance, Economics
Kirk McKenzie's TD Ameritrade Experience 2006 - 2009
Job DTC Specialist Sales and Solutions at Mutual of Omaha
Industry Financial Services
Experience
Mutual of Omaha October 2012 - Present
Pacific Life March 2011 - June 2011
TD Ameritrade 2006 - 2009
1st Global September 2004 - July 2006
Reef Securities Inc March 2004 - June 2004
Morgan Spaulding Inc November 2002 - October 2003
Fidelity Investments April 2002 - August 2002
Ameritrade Holding Corporation June 1999 - April 2001
New York Life Insurance Company July 1992 - May 1999
Skills
Trading, Mutual Funds, Securities, Series 63, Fixed Annuities, Investments
Education
University of Nebraska at Kearney 1987 — 1991
Bachelor of Science, Business Administration/Finance Major
Mutual of Omaha October 2012 - Present
Pacific Life March 2011 - June 2011
TD Ameritrade 2006 - 2009
1st Global September 2004 - July 2006
Reef Securities Inc March 2004 - June 2004
Morgan Spaulding Inc November 2002 - October 2003
Fidelity Investments April 2002 - August 2002
Ameritrade Holding Corporation June 1999 - April 2001
New York Life Insurance Company July 1992 - May 1999
Skills
Trading, Mutual Funds, Securities, Series 63, Fixed Annuities, Investments
Education
University of Nebraska at Kearney 1987 — 1991
Bachelor of Science, Business Administration/Finance Major
Jason Blume's TD Ameritrade Experience October 2012 - Present
Job Investment Consultant at TD Ameritrade
Industry Banking
Experience
TD Ameritrade October 2012 - Present
Wells Fargo Private Bank January 2012 - October 2012
Wells Fargo Advisors January 2010 - October 2011
Wells Fargo May 2005 - January 2010
Skills
Series 7, Series 66, Retirement Planning, Investments, Mutual Funds, Portfolio Management, Series 63, Uniform Combined State..., Wealth Management
Education
University of Minnesota-Twin Cities
TD Ameritrade October 2012 - Present
Wells Fargo Private Bank January 2012 - October 2012
Wells Fargo Advisors January 2010 - October 2011
Wells Fargo May 2005 - January 2010
Skills
Series 7, Series 66, Retirement Planning, Investments, Mutual Funds, Portfolio Management, Series 63, Uniform Combined State..., Wealth Management
Education
University of Minnesota-Twin Cities
Cindy Mackey's TD Ameritrade Experience December 2004 - September 2009
Job Technical Support Representative at Cox Communications
Industry Broadcast Media
Experience
Cox Communications August 2011 - November 2013
First National Bank of Omaha October 2009 - August 2011
TD Ameritrade December 2004 - September 2009
PayPal June 2000 - December 2004
Skills
Commitment to Customer..., Oral & Written..., Fraud Detection, Loss Prevention, Technical Support, OFAC, Suspicious Activity..., Online Fraud
Education
University of Nebraska at Kearney
Bachelor of Arts (B.A.), English Language and Literature, General
Cox Communications August 2011 - November 2013
First National Bank of Omaha October 2009 - August 2011
TD Ameritrade December 2004 - September 2009
PayPal June 2000 - December 2004
Skills
Commitment to Customer..., Oral & Written..., Fraud Detection, Loss Prevention, Technical Support, OFAC, Suspicious Activity..., Online Fraud
Education
University of Nebraska at Kearney
Bachelor of Arts (B.A.), English Language and Literature, General
Dustin Pitschka's TD Ameritrade Experience March 2014 - Present
Job at
Industry Financial Services
Experience
TD Ameritrade March 2014 - Present
SOS Heating and Cooling May 2011 - January 2013
SOS Heating and Cooling October 2009 - May 2011
Famous Dave's May 2004 - May 2010
Education
University of Nebraska at Omaha 2003 — 2013
Bachelor of General Studies
University of Nebraska at Kearney 2006 — 2008
TD Ameritrade March 2014 - Present
SOS Heating and Cooling May 2011 - January 2013
SOS Heating and Cooling October 2009 - May 2011
Famous Dave's May 2004 - May 2010
Education
University of Nebraska at Omaha 2003 — 2013
Bachelor of General Studies
University of Nebraska at Kearney 2006 — 2008
John Schaffert's TD Ameritrade Experience 1998 - 2006
Job Internal Auditor at Pinnacle Bank
Industry Banking
Experience
Pinnacle Bank April 2015 - Present
Pinnacle Bank October 2013 - April 2015
BancWest Investment Services 2006 - 2010
TD Ameritrade 1998 - 2006
Skills
Internal Audit, Banking, Accounting, Risk Management, Financial Services, Team Building, Leadership, Customer Service, Securities, Relationship Management, Process Improvement
Education
University of Nebraska at Kearney 1994 — 1997
Bachelor of Business Administration (BBA), Business Administration and Human Resources
Nebraska Wesleyan University 1990 — 1994
Business Administration and Management, General
Pinnacle Bank April 2015 - Present
Pinnacle Bank October 2013 - April 2015
BancWest Investment Services 2006 - 2010
TD Ameritrade 1998 - 2006
Skills
Internal Audit, Banking, Accounting, Risk Management, Financial Services, Team Building, Leadership, Customer Service, Securities, Relationship Management, Process Improvement
Education
University of Nebraska at Kearney 1994 — 1997
Bachelor of Business Administration (BBA), Business Administration and Human Resources
Nebraska Wesleyan University 1990 — 1994
Business Administration and Management, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.