TD Ameritrade
Industry: Financial services company
DescriptionTD Ameritrade is a brokerage firm based in Omaha, Nebraska with major trading centers in Southlake, Texas and St Louis, Missouri. The letters TD are derived from Toronto-Dominion Bank, the largest shareholder. The company provides services for individuals and institutions that are investing online. Headquarters: Omaha, Nebraska, United States CEO: Tim Hockey (Oct 2016–) Owner: Toronto–Dominion Bank (42%) Subsidiaries: Thinkorswim, Scottrade, TD AMERITRADE IP Co Inc,
TD Ameritrade List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at TD Ameritrade. You can filter them based on skills, years of employment, job, education, department, and prior employment.
TD Ameritrade Salaries. You can even request information on how much does TD Ameritrade pay if you want to. Learn about salaries, pros and cons of working for TD Ameritrade directly from the past employees.
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5,092 TD Ameritrade employees in database. Find out everything there's to know about TD Ameritrade employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
TD Ameritrade Employees
Employee
Years
Job
Industry
Nicole Carlton, CPA Nicole Carlton, CPA's TD Ameritrade Experience January 2012 - June 2012
Job Tax Accountant at Thompson, Derrig & Craig P.C.
Industry Accounting
Experience
Thompson, Derrig & Craig, P.C. June 2013 - Present
Lutz January 2013 - April 2013
TD Ameritrade January 2012 - June 2012
Skills
Tax Accounting, Income Tax, Personal Income Tax..., Small Business Tax, S Corporations, Partnership Taxation, QuickBooks, Tax Returns, Accounting, Customer Relations, GAAP, Corporate Tax, Tax Preparation, Financial Accounting, Financial Analysis, Microsoft Office
Education
University of Nebraska at Omaha 2011 — 2013
Bachelor's Degree, Accounting
Thompson, Derrig & Craig, P.C. June 2013 - Present
Lutz January 2013 - April 2013
TD Ameritrade January 2012 - June 2012
Skills
Tax Accounting, Income Tax, Personal Income Tax..., Small Business Tax, S Corporations, Partnership Taxation, QuickBooks, Tax Returns, Accounting, Customer Relations, GAAP, Corporate Tax, Tax Preparation, Financial Accounting, Financial Analysis, Microsoft Office
Education
University of Nebraska at Omaha 2011 — 2013
Bachelor's Degree, Accounting
Patrick Rowley Patrick Rowley's TD Ameritrade Experience September 2010 - Present
Job Regulatory Compliance Analyst at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2010 - Present
Skills
Securities, AML, Risk Management, Financial Services, Licensing, Regulations, Legal Research, Legal Writing
Education
University of Nebraska at Omaha 2001 — 2006
Bachelor of Science (B.S.), Political Science and Government
TD Ameritrade September 2010 - Present
Skills
Securities, AML, Risk Management, Financial Services, Licensing, Regulations, Legal Research, Legal Writing
Education
University of Nebraska at Omaha 2001 — 2006
Bachelor of Science (B.S.), Political Science and Government
Lindsey Olsen Lindsey Olsen's TD Ameritrade Experience December 2013 - Present
Job Emerging Investor Services
Industry Financial Services
Experience
TD Ameritrade December 2013 - Present
Werner Enterprises October 2011 - October 2012
Roja Mexican Grill + Margarita Bar May 2007 - October 2011
Cheeseburger In Paradise June 2005 - May 2007
Skills
Customer Service, Microsoft Office, Microsoft Word, Sales, Social Media, Social Media Marketing, Transportation, Leadership
Education
University of Nebraska at Omaha 2005 — 2009
International/Global Studies
Gretna High 2001 — 2005
Diploma, Regular/General High School
TD Ameritrade December 2013 - Present
Werner Enterprises October 2011 - October 2012
Roja Mexican Grill + Margarita Bar May 2007 - October 2011
Cheeseburger In Paradise June 2005 - May 2007
Skills
Customer Service, Microsoft Office, Microsoft Word, Sales, Social Media, Social Media Marketing, Transportation, Leadership
Education
University of Nebraska at Omaha 2005 — 2009
International/Global Studies
Gretna High 2001 — 2005
Diploma, Regular/General High School
Matt Stefan Matt Stefan's TD Ameritrade Experience September 2014 - Present
Job Software Application Developer
Industry Computer Software
Experience
TD Ameritrade September 2014 - Present
Baldwin Hackett & Meeks, Inc. October 1999 - September 2014
GCCI August 1998 - September 1999
Tandem Telecom Computers June 1996 - August 1998
Prairie Systems January 1995 - April 1996
Skills
Software Development, Unix, Software Design, Databases, Object Oriented Design, C++, C, Programming, XML, Requirements Analysis, UML, Software Engineering, Integration, Service Oriented..., Agile Methodologies, Software Project..., SDLC, High Availability, SOA
Education
University of Nebraska at Omaha 1994 — 1996
Bachelor of Science, Computer Science
University of Nebraska-Lincoln 1991 — 1994
Biology
TD Ameritrade September 2014 - Present
Baldwin Hackett & Meeks, Inc. October 1999 - September 2014
GCCI August 1998 - September 1999
Tandem Telecom Computers June 1996 - August 1998
Prairie Systems January 1995 - April 1996
Skills
Software Development, Unix, Software Design, Databases, Object Oriented Design, C++, C, Programming, XML, Requirements Analysis, UML, Software Engineering, Integration, Service Oriented..., Agile Methodologies, Software Project..., SDLC, High Availability, SOA
Education
University of Nebraska at Omaha 1994 — 1996
Bachelor of Science, Computer Science
University of Nebraska-Lincoln 1991 — 1994
Biology
Mohit Bharadwaj Mohit Bharadwaj's TD Ameritrade Experience September 2010 - December 2011
Job Business Analyst at Election Systems & Software
Industry Information Technology and Services
Experience
Election Systems & Software June 2015 - Present
G4S Technology January 2012 - June 2015
TD Ameritrade September 2010 - December 2011
University of Nebraska at Omaha June 2010 - December 2011
Database101 May 2010 - June 2010
Skills
Project Management, Integration, Systems Analysis, Project Planning, Software Project..., Requirements Analysis, Physical Security, Business Analysis, Analysis, Security, Software Documentation, Operations Management, Business Process..., Process Management, Event Planning, Systems Engineering, Testing, Visio, MS Project, Program Management, SQL, Databases
Education
University of Nebraska at Omaha 2009 — 2011
MS, Management Information Systems
Uttar Pradesh Technical University 2005 — 2009
Bachelors of Technology, Electronics & Telecommunication
Election Systems & Software June 2015 - Present
G4S Technology January 2012 - June 2015
TD Ameritrade September 2010 - December 2011
University of Nebraska at Omaha June 2010 - December 2011
Database101 May 2010 - June 2010
Skills
Project Management, Integration, Systems Analysis, Project Planning, Software Project..., Requirements Analysis, Physical Security, Business Analysis, Analysis, Security, Software Documentation, Operations Management, Business Process..., Process Management, Event Planning, Systems Engineering, Testing, Visio, MS Project, Program Management, SQL, Databases
Education
University of Nebraska at Omaha 2009 — 2011
MS, Management Information Systems
Uttar Pradesh Technical University 2005 — 2009
Bachelors of Technology, Electronics & Telecommunication
Dan Dugan Dan Dugan's TD Ameritrade Experience June 2011 - August 2011
Job Audit Senior Assistant at Deloitte
Industry Accounting
Experience
Deloitte August 2015 - Present
Deloitte September 2014 - August 2015
Deloitte January 2014 - April 2014
Koch Supply & Trading May 2013 - August 2013
Microsoft August 2012 - April 2013
HDR May 2011 - August 2012
TD Ameritrade June 2011 - August 2011
Marcus Theatres March 2007 - May 2011
The Computer Guru September 2009 - October 2010
Skills
Accounting, IT Solutions, Business Communications, PowerPoint, Microsoft Excel, Financial Reporting, Financial Analysis, Teamwork, Customer Service, Team Leadership
Education
University of Nebraska-Lincoln 2010 — 2013
BSBA, Accounting
Elkhorn High School 2006 — 2010
Deloitte August 2015 - Present
Deloitte September 2014 - August 2015
Deloitte January 2014 - April 2014
Koch Supply & Trading May 2013 - August 2013
Microsoft August 2012 - April 2013
HDR May 2011 - August 2012
TD Ameritrade June 2011 - August 2011
Marcus Theatres March 2007 - May 2011
The Computer Guru September 2009 - October 2010
Skills
Accounting, IT Solutions, Business Communications, PowerPoint, Microsoft Excel, Financial Reporting, Financial Analysis, Teamwork, Customer Service, Team Leadership
Education
University of Nebraska-Lincoln 2010 — 2013
BSBA, Accounting
Elkhorn High School 2006 — 2010
Tyson Thomas Tyson Thomas's TD Ameritrade Experience October 2013 - Present
Job General Manager at Papio Greens Golf Center
Industry Sports
Experience
Papio Greens Golf Course March 2015 - Present
TD Ameritrade October 2013 - Present
TD Ameritrade October 2014 - March 2015
TD Ameritrade October 2011 - October 2013
TD Ameritrade February 2010 - September 2011
Skills
Coaching, Series 24, Series 7, Management, Business Development, Series 63, FINRA, Investments, Financial Services, Securities, Call Centers, Sales, Time Management, Cold Calling, Account Management, Customer Service, Sales Management, Leadership Development
Education
University of Nebraska at Omaha
Papio Greens Golf Course March 2015 - Present
TD Ameritrade October 2013 - Present
TD Ameritrade October 2014 - March 2015
TD Ameritrade October 2011 - October 2013
TD Ameritrade February 2010 - September 2011
Skills
Coaching, Series 24, Series 7, Management, Business Development, Series 63, FINRA, Investments, Financial Services, Securities, Call Centers, Sales, Time Management, Cold Calling, Account Management, Customer Service, Sales Management, Leadership Development
Education
University of Nebraska at Omaha
Lehua Stonebraker Lehua Stonebraker's TD Ameritrade Experience August 2013 - Present
Job
Industry Staffing and Recruiting
Experience
Concentric Corporation July 2015 - Present
TD Ameritrade August 2013 - Present
TD Ameritrade 2010 - August 2013
TD Ameritrade May 2009 - December 2010
FirstComp Insurance June 2008 - February 2009
FirstComp Insurance August 2007 - June 2008
FirstComp Insurance April 2006 - August 2007
Gallup Organization April 2002 - April 2006
Textron 2001 - 2001
Skills
Talent Acquisition, Talent Management, Recruiting, Strategy, Hiring, Human Resources, Employee Relations, Applicant Tracking..., Leadership, Training, Onboarding, Management, Account Management, Personnel Management, Interviews, College Recruiting, Screening, Performance Management, Succession Planning, Employee Benefits, CRM, Technical Recruiting, Team Leadership, Internet Recruiting, Employer Branding, Sales, Deferred Compensation, Sourcing, Policy
Education
University of Nebraska-Lincoln 1999 — 2004
B.S., Business Management, Human Resources
Lincoln East High School 1995 — 1999
Concentric Corporation July 2015 - Present
TD Ameritrade August 2013 - Present
TD Ameritrade 2010 - August 2013
TD Ameritrade May 2009 - December 2010
FirstComp Insurance June 2008 - February 2009
FirstComp Insurance August 2007 - June 2008
FirstComp Insurance April 2006 - August 2007
Gallup Organization April 2002 - April 2006
Textron 2001 - 2001
Skills
Talent Acquisition, Talent Management, Recruiting, Strategy, Hiring, Human Resources, Employee Relations, Applicant Tracking..., Leadership, Training, Onboarding, Management, Account Management, Personnel Management, Interviews, College Recruiting, Screening, Performance Management, Succession Planning, Employee Benefits, CRM, Technical Recruiting, Team Leadership, Internet Recruiting, Employer Branding, Sales, Deferred Compensation, Sourcing, Policy
Education
University of Nebraska-Lincoln 1999 — 2004
B.S., Business Management, Human Resources
Lincoln East High School 1995 — 1999
Lori Hill, PMI-ACP, CSM Lori Hill, PMI-ACP, CSM's TD Ameritrade Experience 2005 - 2009
Job Project Manager at InsPro Technologies
Industry Information Technology and Services
Experience
InsPro Technologies June 2015 - Present
PMI Heartland Chapter Nebraska / Iowa January 2014 - Present
Jelecos November 2014 - May 2015
Capstone Consulting March 2014 - August 2014
Physicians Mutual March 2011 - March 2014
First National Bank of Omaha November 2010 - January 2011
Securities America, Inc. Member FINRA/SIPC May 2009 - May 2010
TD Ameritrade 2005 - 2009
TD Ameritrade 2004 - 2005
Skills
Leadership, Change Management, Business Analysis, Process Improvement, Agile Methodologies, Agile Project Management, SDLC, Project Portfolio..., Strategy, Management, Requirements Gathering, Training, Insurance, Requirements Analysis, Coaching, Performance Management, Risk Management, Securities, Vendor Management, Project Management, Series 7, Program Management, Software Project..., Analysis, Consulting, Business Process..., Software Documentation, Business Intelligence, Financial Services, Visio, Data Analysis, Series 24, Scrum, Certified Scrum Master..., Finance, Quality Assurance, SharePoint, Access, Series 63, PMP, Business Process, Integration, Team Building, Strategic Planning, Team Leadership
Education
University of Nebraska at Omaha
Bachlor of Political Science
University of South Florida
Political Science
InsPro Technologies June 2015 - Present
PMI Heartland Chapter Nebraska / Iowa January 2014 - Present
Jelecos November 2014 - May 2015
Capstone Consulting March 2014 - August 2014
Physicians Mutual March 2011 - March 2014
First National Bank of Omaha November 2010 - January 2011
Securities America, Inc. Member FINRA/SIPC May 2009 - May 2010
TD Ameritrade 2005 - 2009
TD Ameritrade 2004 - 2005
Skills
Leadership, Change Management, Business Analysis, Process Improvement, Agile Methodologies, Agile Project Management, SDLC, Project Portfolio..., Strategy, Management, Requirements Gathering, Training, Insurance, Requirements Analysis, Coaching, Performance Management, Risk Management, Securities, Vendor Management, Project Management, Series 7, Program Management, Software Project..., Analysis, Consulting, Business Process..., Software Documentation, Business Intelligence, Financial Services, Visio, Data Analysis, Series 24, Scrum, Certified Scrum Master..., Finance, Quality Assurance, SharePoint, Access, Series 63, PMP, Business Process, Integration, Team Building, Strategic Planning, Team Leadership
Education
University of Nebraska at Omaha
Bachlor of Political Science
University of South Florida
Political Science
Kim Hillyer Kim Hillyer's TD Ameritrade Experience January 2004 - Present
Job Director, Communications & Public Affairs at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2004 - Present
The Maids International July 2001 - January 2004
Time Warner Cable February 2001 - July 2001
Nebraska ETV (PBS), Lincoln, Neb. March 1999 - December 2000
Omaha World-Herald May 1998 - August 1998
Skills
Media Relations, Media Training, Message Development, Executive Communications, Crisis Communications, Social Media..., Content Marketing, Social Media, Newsletters, Social Media Marketing, Copywriting, Strategy, Strategic Communications, Communication Training, Media Studies, Press Releases, Speech Writing, Corporate Communications, Editing, Series 7, Television, Public Relations, Integrated Marketing, Storytelling, Leadership
Education
University of Nebraska-Lincoln 1997 — 2001
Journalism, Broadcasting
Omaha Marian High School ('97) 1993 — 1997
TD Ameritrade January 2004 - Present
The Maids International July 2001 - January 2004
Time Warner Cable February 2001 - July 2001
Nebraska ETV (PBS), Lincoln, Neb. March 1999 - December 2000
Omaha World-Herald May 1998 - August 1998
Skills
Media Relations, Media Training, Message Development, Executive Communications, Crisis Communications, Social Media..., Content Marketing, Social Media, Newsletters, Social Media Marketing, Copywriting, Strategy, Strategic Communications, Communication Training, Media Studies, Press Releases, Speech Writing, Corporate Communications, Editing, Series 7, Television, Public Relations, Integrated Marketing, Storytelling, Leadership
Education
University of Nebraska-Lincoln 1997 — 2001
Journalism, Broadcasting
Omaha Marian High School ('97) 1993 — 1997
Kevin Quinlevan Kevin Quinlevan's TD Ameritrade Experience September 2014 - Present
Job Business Development Consultant at TD Ameritrade
Industry Investment Management
Experience
TD Ameritrade September 2014 - Present
TD Ameritrade June 2013 - September 2014
TD Ameritrade February 2013 - June 2013
USstoragesearch.com June 2011 - December 2012
Skills
Customer Service, Sales, Portfolio Management, Investments, Wealth Management, Banking, Financial Analysis, Microsoft Office, Series 7, Series 63, Networking, Social Media Marketing, Online Advertising, Content Marketing, Email Marketing, Lead Generation, Direct Marketing, Online Marketing, SEO, Marketing
Education
University of Nebraska at Omaha 2009 — 2013
Finance, Banking, Portfolio Management/Investment Science
Creighton Preparatory School 2005 — 2009
TD Ameritrade September 2014 - Present
TD Ameritrade June 2013 - September 2014
TD Ameritrade February 2013 - June 2013
USstoragesearch.com June 2011 - December 2012
Skills
Customer Service, Sales, Portfolio Management, Investments, Wealth Management, Banking, Financial Analysis, Microsoft Office, Series 7, Series 63, Networking, Social Media Marketing, Online Advertising, Content Marketing, Email Marketing, Lead Generation, Direct Marketing, Online Marketing, SEO, Marketing
Education
University of Nebraska at Omaha 2009 — 2013
Finance, Banking, Portfolio Management/Investment Science
Creighton Preparatory School 2005 — 2009
Michele Francis-Stine, PMP,CSSGB Michele Francis-Stine, PMP,CSSGB's TD Ameritrade Experience April 2012 - June 2012
Job Senior Project Manager
Industry Information Technology and Services
Experience
PMI Heartland Nebraska Iowa Chapter January 2014 - Present
Great Plains Communications March 2015 - May 2015
First Data Corporation March 2013 - July 2014
PMI heartland Chapter January 2012 - December 2013
Infogroup July 2012 - March 2013
TD Ameritrade April 2012 - June 2012
Corelink / CRI / BCBS October 2011 - January 2012
PMI heartland Chapter January 2010 - November 2011
Vertrue January 2011 - July 2011
CSG Systems, Inc. March 2005 - September 2010
Skills
Security, Web Hosting, Strategic Planning, Data Center, PMP, Program Management, Project Management, Telecommunications, Management, Project Planning, SDLC, CRM, Change Management, Integration, Leadership, Vendor Management, Business Analysis
Education
University of Nebraska at Omaha
BACHELOR OF SCIENCE, BUSINESS MANAGEMENT
Metro Tech Community College
APPLIED ASSOCIATES, COMPUTER SCIENCE
Grand Island High School
PMI Heartland Nebraska Iowa Chapter January 2014 - Present
Great Plains Communications March 2015 - May 2015
First Data Corporation March 2013 - July 2014
PMI heartland Chapter January 2012 - December 2013
Infogroup July 2012 - March 2013
TD Ameritrade April 2012 - June 2012
Corelink / CRI / BCBS October 2011 - January 2012
PMI heartland Chapter January 2010 - November 2011
Vertrue January 2011 - July 2011
CSG Systems, Inc. March 2005 - September 2010
Skills
Security, Web Hosting, Strategic Planning, Data Center, PMP, Program Management, Project Management, Telecommunications, Management, Project Planning, SDLC, CRM, Change Management, Integration, Leadership, Vendor Management, Business Analysis
Education
University of Nebraska at Omaha
BACHELOR OF SCIENCE, BUSINESS MANAGEMENT
Metro Tech Community College
APPLIED ASSOCIATES, COMPUTER SCIENCE
Grand Island High School
Zach Bilek Zach Bilek's TD Ameritrade Experience October 2012 - Present
Job Senior Audit Data Analyst at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2012 - Present
TD Ameritrade November 2009 - October 2012
TD Ameritrade August 2008 - November 2009
TD Ameritrade October 2006 - August 2008
Bland & Associates, P.C. March 2005 - October 2006
Skills
Internal Audit, Auditing, Series 7, Data Analysis, External Audit, Financial Audits, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel
Education
University of Nebraska at Omaha 2001 — 2004
BSBA, Accounting
TD Ameritrade October 2012 - Present
TD Ameritrade November 2009 - October 2012
TD Ameritrade August 2008 - November 2009
TD Ameritrade October 2006 - August 2008
Bland & Associates, P.C. March 2005 - October 2006
Skills
Internal Audit, Auditing, Series 7, Data Analysis, External Audit, Financial Audits, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel
Education
University of Nebraska at Omaha 2001 — 2004
BSBA, Accounting
Anthony Leetch Anthony Leetch's TD Ameritrade Experience 2012 - 2013
Job Financial Analyst at National Research Corporation
Industry Hospital & Health Care
Experience
National Research Corporation 2014 - Present
NRECA 2013 - 2014
TD Ameritrade 2012 - 2013
SMITH HAYES Financial Services 2010 - 2012
Grand Island Public Schools 2007 - 2008
Skills
SOA Exam P, SOA Exam FM, Microsoft Office, Analytical Reasoning, Time Management, SAS, Financial Analysis, Microsoft Excel, Data Analysis
Education
University of Nebraska-Lincoln
Master of Science (M.S.), Actuarial Science
University of Nebraska-Lincoln
Bachelor of Science (B.S.), Secondary Math Education
National Research Corporation 2014 - Present
NRECA 2013 - 2014
TD Ameritrade 2012 - 2013
SMITH HAYES Financial Services 2010 - 2012
Grand Island Public Schools 2007 - 2008
Skills
SOA Exam P, SOA Exam FM, Microsoft Office, Analytical Reasoning, Time Management, SAS, Financial Analysis, Microsoft Excel, Data Analysis
Education
University of Nebraska-Lincoln
Master of Science (M.S.), Actuarial Science
University of Nebraska-Lincoln
Bachelor of Science (B.S.), Secondary Math Education
Ryan Burden Ryan Burden's TD Ameritrade Experience 2010 - 2012
Job I guarantee people's income for life.
Industry Insurance
Experience
Farm Bureau Financial Services 2013 - Present
American Income Life Insurance Company 2012 - 2013
TD Ameritrade 2010 - 2012
Spencers For Steaks & Chops 2004 - 2008
Spencers For Steaks & Chops 2004 - 2008
Skills
Life Insurance, Customer Service, Microsoft Word, Strategic Planning, Sales, Leadership, Microsoft Office, Microsoft Excel, Outlook, Account Management, Windows, Research, Insurance, Team Building, Customer Relations
Education
High School 1996 — 2000
High School
University of Nebraska at Omaha
Farm Bureau Financial Services 2013 - Present
American Income Life Insurance Company 2012 - 2013
TD Ameritrade 2010 - 2012
Spencers For Steaks & Chops 2004 - 2008
Spencers For Steaks & Chops 2004 - 2008
Skills
Life Insurance, Customer Service, Microsoft Word, Strategic Planning, Sales, Leadership, Microsoft Office, Microsoft Excel, Outlook, Account Management, Windows, Research, Insurance, Team Building, Customer Relations
Education
High School 1996 — 2000
High School
University of Nebraska at Omaha
Shafina Khabani Shafina Khabani's TD Ameritrade Experience June 2006 - April 2008
Job
Industry Insurance
Experience
The Bethea Insurance Group November 2013 - Present
Lloyd Pro Group October 2012 - November 2013
American Family Insurance September 2011 - October 2012
Platinum Federal Credit Union April 2010 - April 2011
infoUSA June 2008 - January 2010
TD AMERITRADE June 2006 - April 2008
Alegent Health July 2005 - May 2006
H&H Chevrolet August 2001 - June 2005
Skills
Marketing, Social Networking, Management, Event Management, Copywriting, Account Management, Direct Marketing, Sales Management, Editing, Digital Marketing, Research, Property & Casualty..., Sales, SEO, Online Marketing, Email Marketing, Creative Direction, Customer Service..., Social Media, HTML, Private Clients, High Net Worth Insurance, Wealth Management
Education
University of Nebraska at Omaha
Bachelor of Science in Business Administration
The Bethea Insurance Group November 2013 - Present
Lloyd Pro Group October 2012 - November 2013
American Family Insurance September 2011 - October 2012
Platinum Federal Credit Union April 2010 - April 2011
infoUSA June 2008 - January 2010
TD AMERITRADE June 2006 - April 2008
Alegent Health July 2005 - May 2006
H&H Chevrolet August 2001 - June 2005
Skills
Marketing, Social Networking, Management, Event Management, Copywriting, Account Management, Direct Marketing, Sales Management, Editing, Digital Marketing, Research, Property & Casualty..., Sales, SEO, Online Marketing, Email Marketing, Creative Direction, Customer Service..., Social Media, HTML, Private Clients, High Net Worth Insurance, Wealth Management
Education
University of Nebraska at Omaha
Bachelor of Science in Business Administration
Patti Koraleski, CSM Patti Koraleski, CSM's TD Ameritrade Experience March 2013 - Present
Job Enterprise Project Manager TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade March 2013 - Present
TD Ameritrade November 2012 - March 2013
Blue Cross and Blue Shield of Nebraska April 2007 - November 2012
Blue Cross Blue Shield of Nebraska December 1999 - March 2007
Blue Cross and Blue Shield of Nebraska June 1998 - November 1999
Blue Cross and Blue Shield of Nebraska October 1997 - May 1998
Blue Cross and Blue Shield of Nebraska August 1989 - October 1997
Skills
Project Management, Agile Methodologies, Scrum, Insurance Industry..., SDLC, Requirements Gathering, Requirements Analysis, Business Analysis, Business Strategy, Project Planning, Resource Management, Visio, Insurance, Cross-functional Team...
Education
University of Nebraska at Omaha 1987 — 1991
TD Ameritrade March 2013 - Present
TD Ameritrade November 2012 - March 2013
Blue Cross and Blue Shield of Nebraska April 2007 - November 2012
Blue Cross Blue Shield of Nebraska December 1999 - March 2007
Blue Cross and Blue Shield of Nebraska June 1998 - November 1999
Blue Cross and Blue Shield of Nebraska October 1997 - May 1998
Blue Cross and Blue Shield of Nebraska August 1989 - October 1997
Skills
Project Management, Agile Methodologies, Scrum, Insurance Industry..., SDLC, Requirements Gathering, Requirements Analysis, Business Analysis, Business Strategy, Project Planning, Resource Management, Visio, Insurance, Cross-functional Team...
Education
University of Nebraska at Omaha 1987 — 1991
Thomas Cross Thomas Cross's TD Ameritrade Experience June 2008 - October 2009
Job at CSG Actuarial, LLC
Industry Computer Software
Experience
CSG Actuarial, LLC June 2013 - Present
ACI Worldwide July 2012 - June 2013
Hayneedle June 2011 - June 2012
University of Nebraska at Omaha October 2009 - May 2011
TD Ameritrade June 2008 - October 2009
Skills
Web Services, Spring Framework, Python, Java, SQL, JavaScript, C++, JSON, XML, Mobile Applications, Linux, Google App Engine, Software Engineering, Software Development, MySQL, REST, CSS, jQuery, PHP, AJAX, Apache, MVC, API, HTML, Active Directory, Web Development, Android, C, XHTML, Application Development, Web Design, node.js, HTML5, Perl
Education
University of Nebraska at Omaha 2006 — 2011
Bachelor of Science, Computer Science
CSG Actuarial, LLC June 2013 - Present
ACI Worldwide July 2012 - June 2013
Hayneedle June 2011 - June 2012
University of Nebraska at Omaha October 2009 - May 2011
TD Ameritrade June 2008 - October 2009
Skills
Web Services, Spring Framework, Python, Java, SQL, JavaScript, C++, JSON, XML, Mobile Applications, Linux, Google App Engine, Software Engineering, Software Development, MySQL, REST, CSS, jQuery, PHP, AJAX, Apache, MVC, API, HTML, Active Directory, Web Development, Android, C, XHTML, Application Development, Web Design, node.js, HTML5, Perl
Education
University of Nebraska at Omaha 2006 — 2011
Bachelor of Science, Computer Science
Tim Fowler II Tim Fowler II's TD Ameritrade Experience May 2014 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2014 - Present
TD Ameritrade August 2013 - Present
TD Ameritrade August 2012 - Present
Ponca Hills Horse Preserve 2007 - September 2012
Robin Hill Pool May 2004 - August 2007
Amato's Deli June 2002 - June 2005
Skills
Financial Analysis, Management, Mandarin, Spanish, Analysis, Investments, Banking, Economics, Finance, Portfolio Management, Microsoft Excel, PowerPoint, Strategic Financial..., Series 63, Series 7, Leadership, Equities, Sales, Market Research, Trading, Options, Securities, New Business Development, Team Building, Market Analysis, Data Analysis, Investment Strategies, Valuation, Salesforce.com, Due Diligence, Mutual Funds, Microsoft Word, Equity Research, Public Speaking, IRAs, Training, Asset Allocation, Financial Services, Financial Planning, Competitive Analysis, Retirement Planning, Financial Modeling
Education
University of Nebraska at Omaha 2007 — 2011
BSBA, Finance, Banking, Portfolio Management & Investment Sciences
Brownell-Talbot 2002 — 2006
TD Ameritrade May 2014 - Present
TD Ameritrade August 2013 - Present
TD Ameritrade August 2012 - Present
Ponca Hills Horse Preserve 2007 - September 2012
Robin Hill Pool May 2004 - August 2007
Amato's Deli June 2002 - June 2005
Skills
Financial Analysis, Management, Mandarin, Spanish, Analysis, Investments, Banking, Economics, Finance, Portfolio Management, Microsoft Excel, PowerPoint, Strategic Financial..., Series 63, Series 7, Leadership, Equities, Sales, Market Research, Trading, Options, Securities, New Business Development, Team Building, Market Analysis, Data Analysis, Investment Strategies, Valuation, Salesforce.com, Due Diligence, Mutual Funds, Microsoft Word, Equity Research, Public Speaking, IRAs, Training, Asset Allocation, Financial Services, Financial Planning, Competitive Analysis, Retirement Planning, Financial Modeling
Education
University of Nebraska at Omaha 2007 — 2011
BSBA, Finance, Banking, Portfolio Management & Investment Sciences
Brownell-Talbot 2002 — 2006
Michelle Hendricks Michelle Hendricks's TD Ameritrade Experience April 1998 - September 2001
Job Team Leader, Merchant Vetting at PayPal
Industry Internet
Experience
PayPal, an eBay Company June 2002 - Present
TD Ameritrade April 1998 - September 2001
TD Ameritrade April 1998 - September 2001
Skills
Call Center, Payments, Strategic Planning, Credit Cards, Customer Experience, Salesforce.com, Team Building, Customer Satisfaction, Financial Services, Electronic Payments, Management, Fraud, E-payments, Data Analysis, Social Networking, Customer Service, Analysis, Quality Assurance, Business Strategy, Cross-functional Team..., Microsoft Excel, Business Analysis, Account Management, Risk Management, Product Management, Operations Management, Microsoft Office, AML, Web Design, Process Improvement, Team Leadership, Leadership, Payment Card Processing, Social Media Marketing, Coaching, Analytics, Social Media, Software Documentation, Project Management, E-commerce, Data Mining, Lead Generation, Customer Retention, Debit Cards, Training, Fraud Detection, Web Analytics, Vendor Management, Call Centers, Payment Systems
Education
University of Nebraska at Omaha 1988 — 2002
Bachelor, Marketing
PayPal, an eBay Company June 2002 - Present
TD Ameritrade April 1998 - September 2001
TD Ameritrade April 1998 - September 2001
Skills
Call Center, Payments, Strategic Planning, Credit Cards, Customer Experience, Salesforce.com, Team Building, Customer Satisfaction, Financial Services, Electronic Payments, Management, Fraud, E-payments, Data Analysis, Social Networking, Customer Service, Analysis, Quality Assurance, Business Strategy, Cross-functional Team..., Microsoft Excel, Business Analysis, Account Management, Risk Management, Product Management, Operations Management, Microsoft Office, AML, Web Design, Process Improvement, Team Leadership, Leadership, Payment Card Processing, Social Media Marketing, Coaching, Analytics, Social Media, Software Documentation, Project Management, E-commerce, Data Mining, Lead Generation, Customer Retention, Debit Cards, Training, Fraud Detection, Web Analytics, Vendor Management, Call Centers, Payment Systems
Education
University of Nebraska at Omaha 1988 — 2002
Bachelor, Marketing
Hannah Kanne's TD Ameritrade Experience September 2010 - January 2011
Job
Industry Staffing and Recruiting
Experience
Accounting Principals April 2014 - Present
Lighthouse Practice Management Group Inc - Yodle March 2013 - April 2014
TD Ameritrade September 2010 - January 2011
Skills
Sales, Real Estate, New Business Development, Marketing, Online Marketing, Business Development, Finance, Management, Microsoft Excel, Sales Management, Social Networking, Account Management, Teamwork, Leadership, Marketing Strategy, Strategic Planning
Education
University of Nebraska-Lincoln
Bachelor of Science, Business Administration; Finance emphasis
Accounting Principals April 2014 - Present
Lighthouse Practice Management Group Inc - Yodle March 2013 - April 2014
TD Ameritrade September 2010 - January 2011
Skills
Sales, Real Estate, New Business Development, Marketing, Online Marketing, Business Development, Finance, Management, Microsoft Excel, Sales Management, Social Networking, Account Management, Teamwork, Leadership, Marketing Strategy, Strategic Planning
Education
University of Nebraska-Lincoln
Bachelor of Science, Business Administration; Finance emphasis
Rosemary Carlotto Rosemary Carlotto's TD Ameritrade Experience September 2008 - Present
Job Executive Assistant
Industry Financial Services
Experience
TD Ameritrade September 2008 - Present
TD Ameritrade September 2008 - Present
FirstComp Insurance Company June 2006 - July 2008
SimplyWell, LLC January 2004 - June 2006
Alegent Creighton Health December 2001 - December 2003
Alegent Creighton Health February 1999 - December 2001
Alegent Health Bergan Mercy Foundation April 1995 - February 1999
Skills
Administrative..., Outlook, PowerPoint, Office Management, Human Resources, Microsoft Word, Visio, Microsoft Excel, Customer Service, Budgets, Event Planning, Management, Fundraising, Events Coordination, Event Management, Administrative...
Education
University of Nebraska at Omaha
Bachelors of General Studies, English and Psychology
TD Ameritrade September 2008 - Present
TD Ameritrade September 2008 - Present
FirstComp Insurance Company June 2006 - July 2008
SimplyWell, LLC January 2004 - June 2006
Alegent Creighton Health December 2001 - December 2003
Alegent Creighton Health February 1999 - December 2001
Alegent Health Bergan Mercy Foundation April 1995 - February 1999
Skills
Administrative..., Outlook, PowerPoint, Office Management, Human Resources, Microsoft Word, Visio, Microsoft Excel, Customer Service, Budgets, Event Planning, Management, Fundraising, Events Coordination, Event Management, Administrative...
Education
University of Nebraska at Omaha
Bachelors of General Studies, English and Psychology
Kurt McDonald Kurt McDonald's TD Ameritrade Experience December 1994 - June 2006
Job First Vice President Operations at Securities America, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC August 2006 - Present
TD Ameritrade December 1994 - June 2006
Skills
Series 7, Series 24, Series 4, Series 55, Series 53, Series 65, Series 63, FINRA, Securities, Mutual Funds, Investments, Wealth Management, Portfolio Management, Retirement Planning, Investment Advisory, Risk Management, Operations Management, General Securities..., Broker-Dealer Operations, Compliance Operations, Retirement, 401k, Alternative Investments, Financial Services, Asset Allocation, Options, Asset Management
Education
University of Nebraska at Omaha
Bachelor of Science (BS), Business Administration
Securities America, Inc. Member FINRA/SIPC August 2006 - Present
TD Ameritrade December 1994 - June 2006
Skills
Series 7, Series 24, Series 4, Series 55, Series 53, Series 65, Series 63, FINRA, Securities, Mutual Funds, Investments, Wealth Management, Portfolio Management, Retirement Planning, Investment Advisory, Risk Management, Operations Management, General Securities..., Broker-Dealer Operations, Compliance Operations, Retirement, 401k, Alternative Investments, Financial Services, Asset Allocation, Options, Asset Management
Education
University of Nebraska at Omaha
Bachelor of Science (BS), Business Administration
Qianqian Chen Qianqian Chen's TD Ameritrade Experience September 2011 - May 2012
Job General Manager's Secretary at Yunnan Copper Industry Sunward Chemicals Co., LTD
Industry Financial Services
Experience
Yunnan Copper Industry Sunward Chemicals Co., LTD March 2012 - Present
TD Ameritrade September 2011 - May 2012
University of Nebraska at Omaha May 2010 - May 2011
Skills
Chinese
Education
University of Nebraska at Omaha 2008 — 2011
BS, Finance, Banking&Investment
Yunnan Copper Industry Sunward Chemicals Co., LTD March 2012 - Present
TD Ameritrade September 2011 - May 2012
University of Nebraska at Omaha May 2010 - May 2011
Skills
Chinese
Education
University of Nebraska at Omaha 2008 — 2011
BS, Finance, Banking&Investment
Kevin Watts Kevin Watts's TD Ameritrade Experience June 1998 - January 2000
Job Mortgage Loan Originator at First National Bank of Omaha
Industry Financial Services
Experience
First National Bank of Omaha March 2008 - Present
West Corporation April 2001 - October 2004
TD Ameritrade June 1998 - January 2000
Skills
Mortgage Lending, Credit Analysis, Consumer Lending, Banking, Team Building, Loans, Customer Service, Credit, Mortgage Banking, Retail Banking, Process Improvement, Leadership, Credit Cards, Loan Origination, Refinance, Residential Mortgages
Education
University of Nebraska at Omaha 1992 — 1996
Bachelors, Finance and Banking
First National Bank of Omaha March 2008 - Present
West Corporation April 2001 - October 2004
TD Ameritrade June 1998 - January 2000
Skills
Mortgage Lending, Credit Analysis, Consumer Lending, Banking, Team Building, Loans, Customer Service, Credit, Mortgage Banking, Retail Banking, Process Improvement, Leadership, Credit Cards, Loan Origination, Refinance, Residential Mortgages
Education
University of Nebraska at Omaha 1992 — 1996
Bachelors, Finance and Banking
Renee Winn Renee Winn's TD Ameritrade Experience March 2006 - January 2007
Job Human Resource and Knowledge Manager at DatosInHarmony, LLC
Industry Human Resources
Experience
Datos-In-Harmony, LLC July 2015 - Present
Datos-In-Harmony, LLC November 2014 - Present
Independent Contractor December 2009 - June 2015
Old Republic Title Company March 2014 - October 2014
Barlow Escrow August 2012 - January 2013
Grant Writing Services June 2011 - July 2012
TD Ameritrade March 2006 - January 2007
TD Ameritrade March 2004 - March 2006
TD Ameritrade September 2001 - March 2004
TD Ameritrade February 2000 - September 2001
Skills
Coaching, Writing, Training, Training Delivery, Hands-on Training, Learning Management..., Leadership Development, Staff Development, Management, Project Management, Adobe eLearning Suite, Web Development, Webinars, Creative Writing, Corporate Communications, Newsletters, Online Journalism, Securities, Grant Writing, Camtasia, Captivate, Adobe Creative Suite, Program Management
Education
University of Nebraska at Omaha 1995 — 1999
Bachelor of Fine Arts, Creative Writing
Escondido High, Escondido, CA 1989 — 1993
Datos-In-Harmony, LLC July 2015 - Present
Datos-In-Harmony, LLC November 2014 - Present
Independent Contractor December 2009 - June 2015
Old Republic Title Company March 2014 - October 2014
Barlow Escrow August 2012 - January 2013
Grant Writing Services June 2011 - July 2012
TD Ameritrade March 2006 - January 2007
TD Ameritrade March 2004 - March 2006
TD Ameritrade September 2001 - March 2004
TD Ameritrade February 2000 - September 2001
Skills
Coaching, Writing, Training, Training Delivery, Hands-on Training, Learning Management..., Leadership Development, Staff Development, Management, Project Management, Adobe eLearning Suite, Web Development, Webinars, Creative Writing, Corporate Communications, Newsletters, Online Journalism, Securities, Grant Writing, Camtasia, Captivate, Adobe Creative Suite, Program Management
Education
University of Nebraska at Omaha 1995 — 1999
Bachelor of Fine Arts, Creative Writing
Escondido High, Escondido, CA 1989 — 1993
Robert Kalinowski Robert Kalinowski's TD Ameritrade Experience August 2011 - Present
Job Investor Services at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2011 - Present
Best Buy 2008 - 2011
Optimum Data 2003 - 2005
Skills
Economics, Customer Service, Troubleshooting, Sales, Phone Skills, Team-oriented, Salesforce.com, Phone Etiquette, Work Autonomously, Time Management, Microsoft Office
Education
University of Nebraska at Omaha
Bachelor of Science (B.S.), Business Administration
University of Nebraska-Lincoln
TD Ameritrade August 2011 - Present
Best Buy 2008 - 2011
Optimum Data 2003 - 2005
Skills
Economics, Customer Service, Troubleshooting, Sales, Phone Skills, Team-oriented, Salesforce.com, Phone Etiquette, Work Autonomously, Time Management, Microsoft Office
Education
University of Nebraska at Omaha
Bachelor of Science (B.S.), Business Administration
University of Nebraska-Lincoln
Roman Panyathong's TD Ameritrade Experience October 2015 - Present
Job Investment Science and Portfolio Management
Industry Financial Services
Experience
TD Ameritrade October 2015 - Present
First National Bank of Omaha June 2015 - October 2015
University of Nebraska at Omaha July 2014 - May 2015
Education
University of Nebraska at Omaha 2010 — 2014
Bachelor's Degree, Investment Science & Portfolio Management
TD Ameritrade October 2015 - Present
First National Bank of Omaha June 2015 - October 2015
University of Nebraska at Omaha July 2014 - May 2015
Education
University of Nebraska at Omaha 2010 — 2014
Bachelor's Degree, Investment Science & Portfolio Management
Kiran Kumari Kiran Kumari's TD Ameritrade Experience August 2010 - April 2012
Job Data & Analytics at Rackspace, the #1 managed cloud company
Industry Internet
Experience
Rackspace, the #1 managed cloud company August 2014 - Present
Sears Holdings Corporation January 2014 - August 2014
Symphony Health Solutions September 2013 - January 2014
Sears Holdings Corporation April 2012 - February 2013
TD Ameritrade August 2010 - April 2012
Interpublic Group February 2010 - August 2010
University of Nebraska at Omaha October 2009 - August 2010
Mahindra Satyam November 2006 - November 2008
Skills
SQL, Data Analysis, Data Warehousing, Data Modeling, ETL, Requirements Gathering, Oracle, Analytics, SAS, Database Marketing, Business Analysis, Microsoft Excel, Marketing Analytics, Analytical Skills, MicroStrategy Reporting, Unix Shell Scripting, SDLC, PL/SQL, R, QlikView, Teradata SQL
Education
University of Nebraska at Omaha 2009 — 2010
MS, Management Information Systems
Shri Shankaracharya College of Engineering and Technology 2002 — 2006
BS, Electrical and Electronics Engineering
Delhi Public School
Rackspace, the #1 managed cloud company August 2014 - Present
Sears Holdings Corporation January 2014 - August 2014
Symphony Health Solutions September 2013 - January 2014
Sears Holdings Corporation April 2012 - February 2013
TD Ameritrade August 2010 - April 2012
Interpublic Group February 2010 - August 2010
University of Nebraska at Omaha October 2009 - August 2010
Mahindra Satyam November 2006 - November 2008
Skills
SQL, Data Analysis, Data Warehousing, Data Modeling, ETL, Requirements Gathering, Oracle, Analytics, SAS, Database Marketing, Business Analysis, Microsoft Excel, Marketing Analytics, Analytical Skills, MicroStrategy Reporting, Unix Shell Scripting, SDLC, PL/SQL, R, QlikView, Teradata SQL
Education
University of Nebraska at Omaha 2009 — 2010
MS, Management Information Systems
Shri Shankaracharya College of Engineering and Technology 2002 — 2006
BS, Electrical and Electronics Engineering
Delhi Public School
Sabina (Seigel) Featherston Sabina (Seigel) Featherston's TD Ameritrade Experience August 2011 - September 2012
Job Seeking top talent in the areas of Legal, Ethics, Global Investigations, Security and Aviation
Industry Retail
Experience
Walmart August 2014 - Present
Walmart Stores, Inc. September 2012 - August 2014
TD Ameritrade August 2011 - September 2012
TD Ameritrade September 2009 - August 2011
Legal Imaging Solutions May 2008 - July 2009
Trinity Christian School February 2006 - February 2008
Focus Legal Solutions 2003 - 2006
New Life Church of Denton June 1999 - December 2002
Denton Calvary Academy June 1999 - December 2002
Trinity Christian School August 1992 - May 1999
Skills
Talent Acquisition, Internet Recruiting, Recruiting, Applicant Tracking..., Sourcing, Employee Benefits, Succession Planning, Leadership Development, Coaching, Human Resources, Workforce Planning, Performance Management, Talent Management, College Recruiting, Onboarding, Employee Relations, Management, Deferred Compensation, Organizational..., Employee Engagement, Interviews, Employee Training, HRIS, Sales, Hiring, PeopleSoft, Training, Personnel Management, New Hire Orientations, Benefits Administration, Temporary Placement
Education
University of Nebraska at Omaha 1989 — 1992
BS, Education
The University of Minnesota 1987 — 1989
Walmart August 2014 - Present
Walmart Stores, Inc. September 2012 - August 2014
TD Ameritrade August 2011 - September 2012
TD Ameritrade September 2009 - August 2011
Legal Imaging Solutions May 2008 - July 2009
Trinity Christian School February 2006 - February 2008
Focus Legal Solutions 2003 - 2006
New Life Church of Denton June 1999 - December 2002
Denton Calvary Academy June 1999 - December 2002
Trinity Christian School August 1992 - May 1999
Skills
Talent Acquisition, Internet Recruiting, Recruiting, Applicant Tracking..., Sourcing, Employee Benefits, Succession Planning, Leadership Development, Coaching, Human Resources, Workforce Planning, Performance Management, Talent Management, College Recruiting, Onboarding, Employee Relations, Management, Deferred Compensation, Organizational..., Employee Engagement, Interviews, Employee Training, HRIS, Sales, Hiring, PeopleSoft, Training, Personnel Management, New Hire Orientations, Benefits Administration, Temporary Placement
Education
University of Nebraska at Omaha 1989 — 1992
BS, Education
The University of Minnesota 1987 — 1989
Chris Tipton Chris Tipton's TD Ameritrade Experience March 2014 - Present
Job Pixel Advocate
Industry Graphic Design
Experience
TD Ameritrade March 2014 - Present
Bozell April 2012 - March 2014
Bozell January 2012 - April 2012
Bozell July 2008 - January 2012
Orajen Group, Inc. September 2007 - June 2008
Sterling Digital Networks / Sterling Communications January 2004 - September 2007
Skills
Art Direction, Creative Direction, Graphic Design, Typography, Corporate Identity, Web Design, Adobe Creative Suite, Email Marketing, Digital Strategy, Illustrator, Wordpress, Creative Strategy, Integrated Marketing, Digital Marketing, Brand Development, Web Analytics, Branding & Identity, Interaction Design, Online Marketing, Logo Design, Corporate Branding, User Interface Design, Interactive Advertising
Education
University of Nebraska-Lincoln 1998 — 2003
BFA, Art
TD Ameritrade March 2014 - Present
Bozell April 2012 - March 2014
Bozell January 2012 - April 2012
Bozell July 2008 - January 2012
Orajen Group, Inc. September 2007 - June 2008
Sterling Digital Networks / Sterling Communications January 2004 - September 2007
Skills
Art Direction, Creative Direction, Graphic Design, Typography, Corporate Identity, Web Design, Adobe Creative Suite, Email Marketing, Digital Strategy, Illustrator, Wordpress, Creative Strategy, Integrated Marketing, Digital Marketing, Brand Development, Web Analytics, Branding & Identity, Interaction Design, Online Marketing, Logo Design, Corporate Branding, User Interface Design, Interactive Advertising
Education
University of Nebraska-Lincoln 1998 — 2003
BFA, Art
Shawn Rasmussen Shawn Rasmussen's TD Ameritrade Experience June 1998 - March 2009
Job Commercial Insurace Specialist at Farmers Insurance Agent
Industry Financial Services
Experience
Farmers Insurance Agent March 2010 - Present
Liberty National Life Insurance Company June 2009 - October 2009
TD Ameritrade June 1998 - March 2009
Skills
Insurance, Cashiering, Commercial Insurance, Property & Casualty..., Customer Service, Health Insurance, Workers Compensation, Casualty, Term Life Insurance, Small Business, Excel, General Insurance, Microsoft Office, Home, Agents, Risk Management, Securities, Life Insurance, Disability Insurance, Retirement Planning, Brokers, Wealth Management, Estate Planning, Liability, Marketing, Umbrella Insurance, Series 63, Microsoft Excel, Universal Life, Long-term Care, Homeowners, Whole Life, Renters, Legal Liability, Retirement, Underwriting, Employee Benefits
Education
University of Nebraska at Omaha 1994 — 1997
a BA, History
School name: 1993 — 1997
University of Nebraska at Omaha, History
University of Nebraska-Lincoln 1993 — 1994
Ralston High School
Farmers Insurance Agent March 2010 - Present
Liberty National Life Insurance Company June 2009 - October 2009
TD Ameritrade June 1998 - March 2009
Skills
Insurance, Cashiering, Commercial Insurance, Property & Casualty..., Customer Service, Health Insurance, Workers Compensation, Casualty, Term Life Insurance, Small Business, Excel, General Insurance, Microsoft Office, Home, Agents, Risk Management, Securities, Life Insurance, Disability Insurance, Retirement Planning, Brokers, Wealth Management, Estate Planning, Liability, Marketing, Umbrella Insurance, Series 63, Microsoft Excel, Universal Life, Long-term Care, Homeowners, Whole Life, Renters, Legal Liability, Retirement, Underwriting, Employee Benefits
Education
University of Nebraska at Omaha 1994 — 1997
a BA, History
School name: 1993 — 1997
University of Nebraska at Omaha, History
University of Nebraska-Lincoln 1993 — 1994
Ralston High School
Laura Gilliam Laura Gilliam's TD Ameritrade Experience August 2007 - Present
Job Incentive Supervision & Risk Management at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2007 - Present
McKesson August 2011 - August 2012
Skills
Series 7, Risk Management, Finance, Securities, Series 63, Series 24, Investment Advisory, Wealth Management, Management, Retirement Planning, Insurance, Investment Banking, Uniform Combined State..., Trading Systems, Capital Markets, Hedge Funds, Investment Strategies, 401k, FINRA, Retirement, Options, Series 65, Alternative Investments, Financial Markets, Financial Risk, ETFs, Financial Advisory, Fixed Income, Bloomberg, Derivatives
Education
University of Nebraska at Omaha 2005 — 2011
Bachelor of Business Administration (BBA), Finance, General
TD Ameritrade August 2007 - Present
McKesson August 2011 - August 2012
Skills
Series 7, Risk Management, Finance, Securities, Series 63, Series 24, Investment Advisory, Wealth Management, Management, Retirement Planning, Insurance, Investment Banking, Uniform Combined State..., Trading Systems, Capital Markets, Hedge Funds, Investment Strategies, 401k, FINRA, Retirement, Options, Series 65, Alternative Investments, Financial Markets, Financial Risk, ETFs, Financial Advisory, Fixed Income, Bloomberg, Derivatives
Education
University of Nebraska at Omaha 2005 — 2011
Bachelor of Business Administration (BBA), Finance, General
Jeremy Longwell's TD Ameritrade Experience May 2007 - August 2007
Job Account Manager & Marketing Automation at Complete Nutrition
Industry Health, Wellness and Fitness
Experience
Complete Nutrition January 2014 - Present
Complete Nutrition May 2012 - January 2014
The Richdale Group August 2009 - May 2012
The Richdale Group December 2008 - August 2009
The Richdale Group May 2008 - August 2008
TD Ameritrade May 2007 - August 2007
Skills
Online Marketing, Marketing Research, Email Marketing, Social Media Marketing, Marketing Strategy, Direct Marketing, Marketing Communications, Online Advertising, Advertising Research, Direct Sales, Sales Support, Management, Marketing, Recruiting, Sales Operations, Competitive Analysis, Social Media
Education
University of Nebraska-Lincoln 2005 — 2009
Bachelor of Science (B.S.) in Business Administration, Marketing, Emphasis in Advertising
Complete Nutrition January 2014 - Present
Complete Nutrition May 2012 - January 2014
The Richdale Group August 2009 - May 2012
The Richdale Group December 2008 - August 2009
The Richdale Group May 2008 - August 2008
TD Ameritrade May 2007 - August 2007
Skills
Online Marketing, Marketing Research, Email Marketing, Social Media Marketing, Marketing Strategy, Direct Marketing, Marketing Communications, Online Advertising, Advertising Research, Direct Sales, Sales Support, Management, Marketing, Recruiting, Sales Operations, Competitive Analysis, Social Media
Education
University of Nebraska-Lincoln 2005 — 2009
Bachelor of Science (B.S.) in Business Administration, Marketing, Emphasis in Advertising
Neal Obermeyer's TD Ameritrade Experience September 2013 - Present
Job Senior Specialist Programs, Internal Corporate Communications at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2013 - Present
San Diego Reader January 2002 - Present
Goodwill Omaha September 2009 - September 2013
Lincoln Journal Star July 2004 - October 2011
The Reader September 2006 - September 2009
YMCA of Lincoln August 2005 - June 2006
University of Nebraska-Lincoln 2002 - 2004
Skills
Graphic Design, Cartoons, Newspaper, Editing, Social Media, Illustration, Marketing, Blogging, Social Networking, Editorial, Publications, Journalism, Copywriting, Public Speaking, Newspapers, Adobe Creative Suite, Photography, Film, Media Relations, Public Relations, Photoshop, Copy Editing, InDesign, Facebook, Newsletters, Content Strategy, Creative Writing, Press Releases, Magazines, AP Style, Storytelling, Feature Articles
Education
University of Nebraska-Lincoln
Master of Arts (M.A.), Journalism & Mass Communications
University of Nebraska-Lincoln 1996 — 2001
Bachelor of Journalism, Broadcasting
TD Ameritrade September 2013 - Present
San Diego Reader January 2002 - Present
Goodwill Omaha September 2009 - September 2013
Lincoln Journal Star July 2004 - October 2011
The Reader September 2006 - September 2009
YMCA of Lincoln August 2005 - June 2006
University of Nebraska-Lincoln 2002 - 2004
Skills
Graphic Design, Cartoons, Newspaper, Editing, Social Media, Illustration, Marketing, Blogging, Social Networking, Editorial, Publications, Journalism, Copywriting, Public Speaking, Newspapers, Adobe Creative Suite, Photography, Film, Media Relations, Public Relations, Photoshop, Copy Editing, InDesign, Facebook, Newsletters, Content Strategy, Creative Writing, Press Releases, Magazines, AP Style, Storytelling, Feature Articles
Education
University of Nebraska-Lincoln
Master of Arts (M.A.), Journalism & Mass Communications
University of Nebraska-Lincoln 1996 — 2001
Bachelor of Journalism, Broadcasting
Becca Swanson Becca Swanson's TD Ameritrade Experience November 2014 - Present
Job TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade November 2014 - Present
Mom Extraordinaire October 2012 - July 2014
Self-Employed June 2010 - August 2012
BIG Properties, LLC September 2006 - May 2010
Big Iron Gym, Inc December 1997 - May 2010
Midwest Power & Strength Non-profit Org February 2008 - September 2008
Union Pacific Railroad January 1995 - August 1996
Skills
Business Planning, Microsoft Excel, Powerlifting, Nonprofits, QuickBooks, Budgets, Coaching, Business Development, Wordperfect, Maple, Social Media, Public Speaking, Marketing, Customer Service, Strategic Planning, Training, Leadership, Wordpress, Microsoft Word, Strength Training, Team Building, Fitness, Muscle Tone, Nutrition, Fitness Training, Sports Nutrition, Management, Social Networking, Microsoft Office
Education
University of Nebraska-Lincoln 1992 — 1998
BS Mechanical Engineering, Mechanical Engineering
TD Ameritrade November 2014 - Present
Mom Extraordinaire October 2012 - July 2014
Self-Employed June 2010 - August 2012
BIG Properties, LLC September 2006 - May 2010
Big Iron Gym, Inc December 1997 - May 2010
Midwest Power & Strength Non-profit Org February 2008 - September 2008
Union Pacific Railroad January 1995 - August 1996
Skills
Business Planning, Microsoft Excel, Powerlifting, Nonprofits, QuickBooks, Budgets, Coaching, Business Development, Wordperfect, Maple, Social Media, Public Speaking, Marketing, Customer Service, Strategic Planning, Training, Leadership, Wordpress, Microsoft Word, Strength Training, Team Building, Fitness, Muscle Tone, Nutrition, Fitness Training, Sports Nutrition, Management, Social Networking, Microsoft Office
Education
University of Nebraska-Lincoln 1992 — 1998
BS Mechanical Engineering, Mechanical Engineering
Ron York Ron York's TD Ameritrade Experience May 2012 - Present
Job Team Manager, Document Management at TD Ameritrade
Industry Information Services
Experience
TD Ameritrade May 2012 - Present
Retrievex (formerly Benson Records Management Center) March 1998 - April 2012
The Omaha Home for Boys April 1988 - March 1998
Nebraska State Probation System July 1986 - March 1988
Skills
Training, Recruiting, Leadership
Education
University of Nebraska at Omaha 1981 — 1986
Bachelor of Science (BS), Social Work
Benson High School 1978 — 1981
TD Ameritrade May 2012 - Present
Retrievex (formerly Benson Records Management Center) March 1998 - April 2012
The Omaha Home for Boys April 1988 - March 1998
Nebraska State Probation System July 1986 - March 1988
Skills
Training, Recruiting, Leadership
Education
University of Nebraska at Omaha 1981 — 1986
Bachelor of Science (BS), Social Work
Benson High School 1978 — 1981
Kelly A. Coffey Kelly A. Coffey's TD Ameritrade Experience September 2013 - Present
Job New Client Sales Consultant at TD Ameritrade
Industry Marketing and Advertising
Experience
TD Ameritrade September 2013 - Present
TD Ameritrade January 2011 - Present
United Way of the Midlands August 2010 - October 2010
Allied Tour & Travel March 2009 - August 2010
ConAgra Foods September 1988 - June 2009
Commercial Federal Bank, now Bank of the West March 1986 - September 1988
Rasmussen & Associates Advertising September 1983 - March 1986
Great Western Bank September 1977 - September 1982
Skills
Marketing Communications, Public Speaking, Newsletters, Press Releases, Direct Marketing, Marketing, Sales, Series 7, Series 63, Series 66
Education
University of Nebraska-Lincoln
MBA, Business/Marketing
University of Nebraska-Lincoln
BA, Advertising/Journalism
Wymore Southern High School
TD Ameritrade September 2013 - Present
TD Ameritrade January 2011 - Present
United Way of the Midlands August 2010 - October 2010
Allied Tour & Travel March 2009 - August 2010
ConAgra Foods September 1988 - June 2009
Commercial Federal Bank, now Bank of the West March 1986 - September 1988
Rasmussen & Associates Advertising September 1983 - March 1986
Great Western Bank September 1977 - September 1982
Skills
Marketing Communications, Public Speaking, Newsletters, Press Releases, Direct Marketing, Marketing, Sales, Series 7, Series 63, Series 66
Education
University of Nebraska-Lincoln
MBA, Business/Marketing
University of Nebraska-Lincoln
BA, Advertising/Journalism
Wymore Southern High School
Mercedes Gentry Mercedes Gentry's TD Ameritrade Experience 2012 - 2015
Job Versatile Business Professional
Industry Financial Services
Experience
Securities America Inc. September 2015 - Present
TD Ameritrade 2012 - 2015
TD Ameritrade 2010 - 2012
TD Ameritrade 2006 - 2010
TD Ameritrade 2006 - 2006
TD Ameritrade 1999 - 2004
Skills
Series 7
Education
University of Nebraska at Omaha
Bachelor of Science (B.S.), Communication, General
Securities America Inc. September 2015 - Present
TD Ameritrade 2012 - 2015
TD Ameritrade 2010 - 2012
TD Ameritrade 2006 - 2010
TD Ameritrade 2006 - 2006
TD Ameritrade 1999 - 2004
Skills
Series 7
Education
University of Nebraska at Omaha
Bachelor of Science (B.S.), Communication, General
Mathew Hill Mathew Hill's TD Ameritrade Experience February 2015 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade February 2015 - Present
Skills
Portfolio Management, Financial Services, Mutual Funds, Risk Management, Finance, Sales, Series 7, Asset Management, Equities, Financial Analysis, Strategy
Education
University of Nebraska at Omaha 2008 — 2013
TD Ameritrade February 2015 - Present
Skills
Portfolio Management, Financial Services, Mutual Funds, Risk Management, Finance, Sales, Series 7, Asset Management, Equities, Financial Analysis, Strategy
Education
University of Nebraska at Omaha 2008 — 2013
Sara Hemley Sara Hemley's TD Ameritrade Experience June 2007 - November 2007
Job Sr. Sales Analyst at ConAgra Foods
Industry Consumer Goods
Experience
ConAgra Foods February 2015 - Present
ConAgra Foods November 2012 - January 2015
ConAgra Foods January 2011 - November 2012
ConAgra Foods September 2009 - January 2011
ConAgra Foods June 2008 - October 2009
ConAgra Foods October 2007 - June 2008
TD Ameritrade June 2007 - November 2007
Skills
IRI, Retail, Microsoft Excel, Merchandising, Sales, Retail Sales Analysis, Retail Link, Human Resources, Food, New Business Development, Marketing Strategy, Forecasting, Account Management, Key Account Management, Business Planning, Business Analysis, Sales Operations, Cross-functional Team..., Inventory Management, Leadership, Management
Education
University of Nebraska at Omaha 2003 — 2007
BS, Major Management - Minor Marketing
ConAgra Foods February 2015 - Present
ConAgra Foods November 2012 - January 2015
ConAgra Foods January 2011 - November 2012
ConAgra Foods September 2009 - January 2011
ConAgra Foods June 2008 - October 2009
ConAgra Foods October 2007 - June 2008
TD Ameritrade June 2007 - November 2007
Skills
IRI, Retail, Microsoft Excel, Merchandising, Sales, Retail Sales Analysis, Retail Link, Human Resources, Food, New Business Development, Marketing Strategy, Forecasting, Account Management, Key Account Management, Business Planning, Business Analysis, Sales Operations, Cross-functional Team..., Inventory Management, Leadership, Management
Education
University of Nebraska at Omaha 2003 — 2007
BS, Major Management - Minor Marketing
Oscar Martinez-Hernandez Oscar Martinez-Hernandez's TD Ameritrade Experience August 2013 - Present
Job Client Account Services at TD Ameritrade
Industry Food & Beverages
Experience
TD Ameritrade August 2013 - Present
Smashburger April 2012 - September 2014
Smash Burger April 2011 - August 2013
Qdoba Restaurant Corporation May 2011 - August 2012
Chipotle Mexican Grill May 2009 - April 2011
Skills
Sales, Management, Teamwork, Dependable Team Player, Work Hardening
Education
University of Nebraska at Omaha 2007 — 2013
Bachelor of Science (BS), Marketing
Omaha North High School 2002 — 2007
General Studies
TD Ameritrade August 2013 - Present
Smashburger April 2012 - September 2014
Smash Burger April 2011 - August 2013
Qdoba Restaurant Corporation May 2011 - August 2012
Chipotle Mexican Grill May 2009 - April 2011
Skills
Sales, Management, Teamwork, Dependable Team Player, Work Hardening
Education
University of Nebraska at Omaha 2007 — 2013
Bachelor of Science (BS), Marketing
Omaha North High School 2002 — 2007
General Studies
Megan Boehm Megan Boehm's TD Ameritrade Experience January 2011 - May 2011
Job Lead Trade Associate at Gavilon Group, LLC
Industry Financial Services
Experience
Gavilon Group, LLC May 2015 - Present
Gavilon Group, LLC November 2013 - Present
Johnny Carino's January 2013 - October 2013
Le Peep Restaraunt September 2004 - September 2012
Charleston's Restaurant April 2009 - August 2012
Merrill Lynch January 2012 - May 2012
TD Ameritrade January 2011 - May 2011
Skills
Customer Service, Microsoft Excel, Time Management, Teamwork
Education
University of Nebraska at Omaha 2008 — 2012
Bachelors of Science in Business Administration, Major: Finance Minor: Marketing
Gavilon Group, LLC May 2015 - Present
Gavilon Group, LLC November 2013 - Present
Johnny Carino's January 2013 - October 2013
Le Peep Restaraunt September 2004 - September 2012
Charleston's Restaurant April 2009 - August 2012
Merrill Lynch January 2012 - May 2012
TD Ameritrade January 2011 - May 2011
Skills
Customer Service, Microsoft Excel, Time Management, Teamwork
Education
University of Nebraska at Omaha 2008 — 2012
Bachelors of Science in Business Administration, Major: Finance Minor: Marketing
Rachel Hargus's TD Ameritrade Experience February 1999 - May 2007
Job Logistics Operations at Union Pacific Distribution Services
Industry Logistics and Supply Chain
Experience
Union Pacific Distribution Services July 2011 - Present
B2B April 2011 - July 2011
Waddell & Reed September 2010 - February 2011
B2B April 2009 - September 2010
Securities America, Inc. Member FINRA/SIPC November 2008 - March 2009
QA3 Financial Corp June 2007 - October 2008
TD Ameritrade February 1999 - May 2007
Skills
Auditing, Investments, Risk Management, Marketing, Finance, Employee Benefits, Series 7, Team Building, Customer Service, Insurance, Series 63, Call Center, Strategic Financial..., Strategic Planning, Estate Planning, Logistics, Microsoft Excel, Relationship Management, Process Improvement, Training, Cross-functional Team..., Leadership, Customer Satisfaction, Microsoft Office, Series 24, Microsoft Word, PowerPoint, Data Analysis, Account Management, Operations Management, Analysis, Forecasting, Management, Mutual Funds, Transportation, Access, Sales, Outlook, Coaching, Time Management, Leadership Development, Project Management, Financial Analysis, Banking, Supply Chain Management, Asset Management, Employee Training, Financial Services, Social Networking, Retirement Planning
Education
University of Nebraska at Omaha 1994 — 1998
Bachelor of Business Administration (BBA), Small Business Administration/Management
Union Pacific Distribution Services July 2011 - Present
B2B April 2011 - July 2011
Waddell & Reed September 2010 - February 2011
B2B April 2009 - September 2010
Securities America, Inc. Member FINRA/SIPC November 2008 - March 2009
QA3 Financial Corp June 2007 - October 2008
TD Ameritrade February 1999 - May 2007
Skills
Auditing, Investments, Risk Management, Marketing, Finance, Employee Benefits, Series 7, Team Building, Customer Service, Insurance, Series 63, Call Center, Strategic Financial..., Strategic Planning, Estate Planning, Logistics, Microsoft Excel, Relationship Management, Process Improvement, Training, Cross-functional Team..., Leadership, Customer Satisfaction, Microsoft Office, Series 24, Microsoft Word, PowerPoint, Data Analysis, Account Management, Operations Management, Analysis, Forecasting, Management, Mutual Funds, Transportation, Access, Sales, Outlook, Coaching, Time Management, Leadership Development, Project Management, Financial Analysis, Banking, Supply Chain Management, Asset Management, Employee Training, Financial Services, Social Networking, Retirement Planning
Education
University of Nebraska at Omaha 1994 — 1998
Bachelor of Business Administration (BBA), Small Business Administration/Management
Lisa Kearns-Cahow Lisa Kearns-Cahow's TD Ameritrade Experience March 2011 - Present
Job Director, Retail Risk Management at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade March 2011 - Present
TD Ameritrade December 2003 - March 2011
ACI Worldwide May 2003 - December 2003
Union Pacific March 2002 - May 2003
Union Pacific May 1999 - March 2002
Education
University of Nebraska at Omaha 1996 — 2003
BSBA/MBA, Accounting/ Masters of Business Administration
TD Ameritrade March 2011 - Present
TD Ameritrade December 2003 - March 2011
ACI Worldwide May 2003 - December 2003
Union Pacific March 2002 - May 2003
Union Pacific May 1999 - March 2002
Education
University of Nebraska at Omaha 1996 — 2003
BSBA/MBA, Accounting/ Masters of Business Administration
Tonya Frank (Frazee) Tonya Frank (Frazee)'s TD Ameritrade Experience June 2014 - Present
Job Assistant Manager, Loss Prevention at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2014 - Present
TD Ameritrade November 2011 - June 2014
TD Ameritrade March 2008 - November 2011
TD Ameritrade June 2007 - March 2008
Skills
Microsoft Office, Leadership
Education
University of Nebraska at Omaha 2006 — 2007
Education/Teaching of Individuals in Elementary Special Education Programs
TD Ameritrade June 2014 - Present
TD Ameritrade November 2011 - June 2014
TD Ameritrade March 2008 - November 2011
TD Ameritrade June 2007 - March 2008
Skills
Microsoft Office, Leadership
Education
University of Nebraska at Omaha 2006 — 2007
Education/Teaching of Individuals in Elementary Special Education Programs
Ashlie Campbell Ashlie Campbell's TD Ameritrade Experience December 2014 - Present
Job Senior Asset Transfers Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade December 2014 - Present
TD Ameritrade December 2012 - December 2014
Banana Republic September 2010 - October 2013
Buffalo Exchange June 2012 - October 2012
Omaha Community Playhouse July 2010 - August 2010
Skills
Communication, Client Services, Events Coordination, Fashion, Sewing, Trend, Fashion Illustration, Marketing, Adobe Creative Suite, Microsoft Office, Textiles, Apparel, Blogging, Sketching, Baking, Fashion Design, Textile Design, Draping, Styling, Trend Analysis, Sales, Merchandising, Customer Service, Illustrator, Inventory Management, Photoshop, Graphic Design, Time Management, Textile Prints, Accessories
Education
University of Nebraska-Lincoln 2007 — 2011
Bachelor of Science in Education and Human Sciences, Textile and Apparel Design
TD Ameritrade December 2014 - Present
TD Ameritrade December 2012 - December 2014
Banana Republic September 2010 - October 2013
Buffalo Exchange June 2012 - October 2012
Omaha Community Playhouse July 2010 - August 2010
Skills
Communication, Client Services, Events Coordination, Fashion, Sewing, Trend, Fashion Illustration, Marketing, Adobe Creative Suite, Microsoft Office, Textiles, Apparel, Blogging, Sketching, Baking, Fashion Design, Textile Design, Draping, Styling, Trend Analysis, Sales, Merchandising, Customer Service, Illustrator, Inventory Management, Photoshop, Graphic Design, Time Management, Textile Prints, Accessories
Education
University of Nebraska-Lincoln 2007 — 2011
Bachelor of Science in Education and Human Sciences, Textile and Apparel Design
Stacy Daeffler Stacy Daeffler's TD Ameritrade Experience 1998 - 2001
Job Coordinator and Membership Engagement at Destination Colorado
Industry Events Services
Experience
Destination Colorado February 2013 - Present
Vail Cascade Resort by Destination Hotels & Resorts February 2007 - May 2015
Bagalis Italian Kitchen July 2001 - February 2007
Vail Resorts 2001 - 2006
TD Ameritrade 1998 - 2001
Skills
Event Planning, Event Management, Meeting Planning, Public Relations, Social Media, Marketing Communications, Corporate Communications, Trade Shows, Social Media Marketing, Nonprofits, Facebook, Customer Service, Corporate Events, Administrative..., Microsoft Office, Hospitality, Social Networking, Fundraising
Education
University of Phoenix 2001 — 2003
University of Nebraska at Omaha 1995 — 1999
Destination Colorado February 2013 - Present
Vail Cascade Resort by Destination Hotels & Resorts February 2007 - May 2015
Bagalis Italian Kitchen July 2001 - February 2007
Vail Resorts 2001 - 2006
TD Ameritrade 1998 - 2001
Skills
Event Planning, Event Management, Meeting Planning, Public Relations, Social Media, Marketing Communications, Corporate Communications, Trade Shows, Social Media Marketing, Nonprofits, Facebook, Customer Service, Corporate Events, Administrative..., Microsoft Office, Hospitality, Social Networking, Fundraising
Education
University of Phoenix 2001 — 2003
University of Nebraska at Omaha 1995 — 1999
Courtney Casper Courtney Casper's TD Ameritrade Experience May 2012 - August 2012
Job Peer Educator for Student Organizations at University of NebraskaLincoln
Industry Management Consulting
Experience
University of Nebraska-Lincoln May 2011 - Present
Upstream Brewing Company April 2009 - Present
TD Ameritrade May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Public Speaking, English, Windows, Event Planning, Team Leadership
Education
University of Nebraska-Lincoln 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Nebraska-Lincoln May 2011 - Present
Upstream Brewing Company April 2009 - Present
TD Ameritrade May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Public Speaking, English, Windows, Event Planning, Team Leadership
Education
University of Nebraska-Lincoln 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Torin Oiness Torin Oiness's TD Ameritrade Experience February 2014 - Present
Job Tax Analyst at TD Ameritrade
Industry Accounting
Experience
TD Ameritrade February 2014 - Present
Dougherty Management February 2013 - February 2014
Skills
Accounting, Financial Accounting, Tax Increment Financing, Historic Rehabilitation..., Real Estate Development
Education
University of Nebraska at Omaha 2013 — 2013
University of Nebraska-Lincoln 2011 — 2013
Bachelor of Science (BS), Accounting, Economics
TD Ameritrade February 2014 - Present
Dougherty Management February 2013 - February 2014
Skills
Accounting, Financial Accounting, Tax Increment Financing, Historic Rehabilitation..., Real Estate Development
Education
University of Nebraska at Omaha 2013 — 2013
University of Nebraska-Lincoln 2011 — 2013
Bachelor of Science (BS), Accounting, Economics
Malinda Powell Malinda Powell's TD Ameritrade Experience January 2012 - Present
Job Systems Analyst at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2012 - Present
TD Ameritrade February 2004 - March 2012
ITT Technical Institute June 2007 - August 2008
First National Bank of Omaha July 1993 - March 2004
Skills
SQL, Documentation, XML, HTML, JavaScript, ASP.NET, VB.NET, C#, SharePoint, Analysis, Training & Development, Teaching, XSL, Quality Assurance, Programming, Problem Solving, Project Planning, Business Analysis, CSS, Web Development, VBScript
Education
ITT Technical Institute 2001 — 2003
Associate, Software Development
University of Nebraska-Lincoln 1985 — 1989
Bachelor, Home Economics - Architectual Interior Design
Central High School 1979 — 1981
High School Diploma, General Studies
TD Ameritrade January 2012 - Present
TD Ameritrade February 2004 - March 2012
ITT Technical Institute June 2007 - August 2008
First National Bank of Omaha July 1993 - March 2004
Skills
SQL, Documentation, XML, HTML, JavaScript, ASP.NET, VB.NET, C#, SharePoint, Analysis, Training & Development, Teaching, XSL, Quality Assurance, Programming, Problem Solving, Project Planning, Business Analysis, CSS, Web Development, VBScript
Education
ITT Technical Institute 2001 — 2003
Associate, Software Development
University of Nebraska-Lincoln 1985 — 1989
Bachelor, Home Economics - Architectual Interior Design
Central High School 1979 — 1981
High School Diploma, General Studies
Ryan Kirk Ryan Kirk's TD Ameritrade Experience March 2008 - September 2008
Job Manager Transfer of Assets at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
Fidelity Investments December 2012 - May 2014
Fidelity Investments February 2012 - December 2012
Fidelity Investments February 2011 - February 2012
Fidelity Investments May 2010 - February 2011
Fidelity Investments September 2009 - May 2010
First Hawaiian Bank October 2008 - September 2009
TD Ameritrade March 2008 - September 2008
Skills
Series 7, Series 63, Options, Hiring Employees, Equities, Mutual Funds, Fixed Annuities, Variable Annuities, Bonds
Education
University of Nebraska at Omaha 2002 — 2007
BS, Finance, General
Fidelity Investments May 2014 - Present
Fidelity Investments December 2012 - May 2014
Fidelity Investments February 2012 - December 2012
Fidelity Investments February 2011 - February 2012
Fidelity Investments May 2010 - February 2011
Fidelity Investments September 2009 - May 2010
First Hawaiian Bank October 2008 - September 2009
TD Ameritrade March 2008 - September 2008
Skills
Series 7, Series 63, Options, Hiring Employees, Equities, Mutual Funds, Fixed Annuities, Variable Annuities, Bonds
Education
University of Nebraska at Omaha 2002 — 2007
BS, Finance, General
Ryan Hines's TD Ameritrade Experience August 2013 - Present
Job Senior Credit Risk Analyst at TD Ameritrade
Industry Hospitality
Experience
TD Ameritrade August 2013 - Present
First National Bank of Omaha August 2012 - August 2013
Marriott International February 2010 - December 2012
Edward Jones November 2008 - February 2010
Skills
Series 7, Series 66, Financial Planning, Financial Analysis, Customer Service, Microsoft Office, Corporate Communications, Mergers, Acquisition Analysis, Mergers & Acquisitions, Business Valuation, Risk Management, Forecasting, Strategic Financial..., Portfolio Management, Banking, Finance
Education
University of Nebraska at Omaha 2010 — 2013
MBA, Finance, 3.45
University of Nebraska at Omaha 2006 — 2008
Bachelors of Science, Finance, Banking, and Investment and Portfolio Management, 3.1
University of Nebraska-Lincoln 2004 — 2006
Bachelor of Science, Finance, Banking, and Investment and Portfolio Management, 3.1
Creighton Prep 2001 — 2002
TD Ameritrade August 2013 - Present
First National Bank of Omaha August 2012 - August 2013
Marriott International February 2010 - December 2012
Edward Jones November 2008 - February 2010
Skills
Series 7, Series 66, Financial Planning, Financial Analysis, Customer Service, Microsoft Office, Corporate Communications, Mergers, Acquisition Analysis, Mergers & Acquisitions, Business Valuation, Risk Management, Forecasting, Strategic Financial..., Portfolio Management, Banking, Finance
Education
University of Nebraska at Omaha 2010 — 2013
MBA, Finance, 3.45
University of Nebraska at Omaha 2006 — 2008
Bachelors of Science, Finance, Banking, and Investment and Portfolio Management, 3.1
University of Nebraska-Lincoln 2004 — 2006
Bachelor of Science, Finance, Banking, and Investment and Portfolio Management, 3.1
Creighton Prep 2001 — 2002
Alexander Augustyn Alexander Augustyn's TD Ameritrade Experience January 2015 - Present
Job Assistant Manager at Tanners Bar and Grill
Industry Food & Beverages
Experience
TD Ameritrade January 2015 - Present
Tanners Bar and Grill November 2013 - January 2015
TD Ameritrade May 2013 - August 2013
Southwestern Advantage April 2012 - August 2012
The Players Club at Deer Creek April 2007 - August 2011
Skills
Sales, Customer Service, Microsoft Office, Leadership, Social Media, Event Planning, Microsoft Word, Marketing, Social Media Marketing, Social Networking
Education
University of Nebraska-Lincoln 2010 — 2014
Business Administration
TD Ameritrade January 2015 - Present
Tanners Bar and Grill November 2013 - January 2015
TD Ameritrade May 2013 - August 2013
Southwestern Advantage April 2012 - August 2012
The Players Club at Deer Creek April 2007 - August 2011
Skills
Sales, Customer Service, Microsoft Office, Leadership, Social Media, Event Planning, Microsoft Word, Marketing, Social Media Marketing, Social Networking
Education
University of Nebraska-Lincoln 2010 — 2014
Business Administration
Tyler Pfeiffer's TD Ameritrade Experience September 2014 - Present
Job Financial Rep at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2014 - Present
Infectious Diseases Associates, PC November 2009 - November 2014
Skills
Healthcare, Microsoft Office, Hospitals, Team Building, Microsoft Excel, Time Management, Customer Service, Microsoft Word, Public Speaking, Sales Operations
Education
University of Nebraska at Omaha 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
TD Ameritrade September 2014 - Present
Infectious Diseases Associates, PC November 2009 - November 2014
Skills
Healthcare, Microsoft Office, Hospitals, Team Building, Microsoft Excel, Time Management, Customer Service, Microsoft Word, Public Speaking, Sales Operations
Education
University of Nebraska at Omaha 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Paul Gubbels Paul Gubbels's TD Ameritrade Experience September 2004 - August 2005
Job Proofreader/Quality Control at H&A Media Group, Inc.
Industry Publishing
Experience
H&A Media Group, Inc. September 2014 - Present
Aflac May 2014 - July 2014
Walgreens January 2014 - April 2014
Physicians Mutual August 2005 - February 2013
TD Ameritrade September 2004 - August 2005
Central States Indemnity October 2000 - November 2003
Commercial Federal Bank August 1997 - October 2000
Skills
SharePoint, Process Improvement, Project Management, Quality Assurance, Training, Marketing, Advertising, Creative Direction, Leadership, Software Documentation, Business Analysis, Team Leadership, Sales, Access, Customer Service, Risk Management, Editing
Education
University of Nebraska at Omaha 1995 — 1999
BS, Journalism
University of Nebraska at Omaha 1995 — 1999
B.S, Journalism
H&A Media Group, Inc. September 2014 - Present
Aflac May 2014 - July 2014
Walgreens January 2014 - April 2014
Physicians Mutual August 2005 - February 2013
TD Ameritrade September 2004 - August 2005
Central States Indemnity October 2000 - November 2003
Commercial Federal Bank August 1997 - October 2000
Skills
SharePoint, Process Improvement, Project Management, Quality Assurance, Training, Marketing, Advertising, Creative Direction, Leadership, Software Documentation, Business Analysis, Team Leadership, Sales, Access, Customer Service, Risk Management, Editing
Education
University of Nebraska at Omaha 1995 — 1999
BS, Journalism
University of Nebraska at Omaha 1995 — 1999
B.S, Journalism
Steve Pfeifer Steve Pfeifer's TD Ameritrade Experience September 2011 - Present
Job Manager, Application Development
Industry Computer Software
Experience
TD Ameritrade September 2011 - Present
CSG International June 2007 - July 2011
CSG International January 2003 - June 2007
CSG International January 2000 - January 2003
CSG International January 1995 - January 2000
CSG International January 1993 - January 1995
CSG International July 1991 - June 1993
Skills
Managing Employees, Managing Processes, Managing Budget, Strategic Planning, Team Building, Expense Budgeting, Business Analysis, Requirements Analysis, Agile, Software Development, Integration, Process Improvement, Customer Relations, Team Leadership, Vendor Management, Change Management, Customer Service, Problem Solving, Agile Methodologies, Program Management, Telecommunications, Leadership, Management, CRM, Business Development, Disaster Recovery, ERP, Budgets, SDLC
Education
University of Nebraska at Omaha 1990 — 1995
Bachelor of Arts, Business Administration
TD Ameritrade September 2011 - Present
CSG International June 2007 - July 2011
CSG International January 2003 - June 2007
CSG International January 2000 - January 2003
CSG International January 1995 - January 2000
CSG International January 1993 - January 1995
CSG International July 1991 - June 1993
Skills
Managing Employees, Managing Processes, Managing Budget, Strategic Planning, Team Building, Expense Budgeting, Business Analysis, Requirements Analysis, Agile, Software Development, Integration, Process Improvement, Customer Relations, Team Leadership, Vendor Management, Change Management, Customer Service, Problem Solving, Agile Methodologies, Program Management, Telecommunications, Leadership, Management, CRM, Business Development, Disaster Recovery, ERP, Budgets, SDLC
Education
University of Nebraska at Omaha 1990 — 1995
Bachelor of Arts, Business Administration
Melissa Rush Melissa Rush's TD Ameritrade Experience September 2015 - Present
Job Learning and Development Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2015 - Present
TD Ameritrade January 2014 - August 2015
TD Ameritrade May 2012 - January 2014
Republic National Distributing Company March 2011 - July 2012
Miller Brands of Omaha July 2009 - March 2011
Douglas County Election Commission June 2008 - December 2008
Skills
Series 7, CRPC, Series 66, Sales Operations, Sales, Sales Management, Marketing, Marketing Strategy, Business Development, InDesign, Captivate, Storyboarding, Instructor-led Training, Retirement Planning, Fixed Annuities, Life Insurance, Mutual Funds, Strategic Financial..., Investments, Microsoft Excel, Uniform Combined State..., PowerPoint, Financial Planning, Customer Service
Education
University of Nebraska at Omaha 2014 — 2016
Master of Business Administration (MBA)
Creighton University 2004 — 2009
BSBA, Marketing
TD Ameritrade September 2015 - Present
TD Ameritrade January 2014 - August 2015
TD Ameritrade May 2012 - January 2014
Republic National Distributing Company March 2011 - July 2012
Miller Brands of Omaha July 2009 - March 2011
Douglas County Election Commission June 2008 - December 2008
Skills
Series 7, CRPC, Series 66, Sales Operations, Sales, Sales Management, Marketing, Marketing Strategy, Business Development, InDesign, Captivate, Storyboarding, Instructor-led Training, Retirement Planning, Fixed Annuities, Life Insurance, Mutual Funds, Strategic Financial..., Investments, Microsoft Excel, Uniform Combined State..., PowerPoint, Financial Planning, Customer Service
Education
University of Nebraska at Omaha 2014 — 2016
Master of Business Administration (MBA)
Creighton University 2004 — 2009
BSBA, Marketing
Kim Medina Kim Medina's TD Ameritrade Experience November 2011 - December 2012
Job Technical Project Manager at West Corporation
Industry Information Technology and Services
Experience
West Corporation June 2015 - Present
Lease Team, Inc. March 2015 - June 2015
Mutual of Omaha February 2014 - March 2015
Lincoln Financial Group January 2013 - February 2014
TD Ameritrade November 2011 - December 2012
West Corporation January 2007 - November 2011
Hewlett-Packard April 2000 - January 2007
Dowd & Dowd January 1995 - April 2000
Skills
SDLC, Cross-functional Team..., Data Warehousing, Waterfall, Vendor Management, Business Analysis, Requirements Analysis, Program Management, Integration, IT Management, Agile Methodologies, Project Portfolio..., Risk Management, Business Requirements, Change Management, Data Center, Requirements Gathering, Enterprise Architecture, Disaster Recovery, Team Leadership, Project Management, Software Development, Security, PMO, Enterprise Software, Strategy, Business Intelligence, Leadership, Management, IT Strategy, Business Process..., Business Process, Databases, Telecommunications, Governance, Agile Project Management, Cloud Computing, Project Planning
Education
University of Nebraska-Lincoln
West Corporation June 2015 - Present
Lease Team, Inc. March 2015 - June 2015
Mutual of Omaha February 2014 - March 2015
Lincoln Financial Group January 2013 - February 2014
TD Ameritrade November 2011 - December 2012
West Corporation January 2007 - November 2011
Hewlett-Packard April 2000 - January 2007
Dowd & Dowd January 1995 - April 2000
Skills
SDLC, Cross-functional Team..., Data Warehousing, Waterfall, Vendor Management, Business Analysis, Requirements Analysis, Program Management, Integration, IT Management, Agile Methodologies, Project Portfolio..., Risk Management, Business Requirements, Change Management, Data Center, Requirements Gathering, Enterprise Architecture, Disaster Recovery, Team Leadership, Project Management, Software Development, Security, PMO, Enterprise Software, Strategy, Business Intelligence, Leadership, Management, IT Strategy, Business Process..., Business Process, Databases, Telecommunications, Governance, Agile Project Management, Cloud Computing, Project Planning
Education
University of Nebraska-Lincoln
Ted Theisen Ted Theisen's TD Ameritrade Experience August 1999 - March 2004
Job Managing Director at UnitedLex Corporation
Industry Information Technology and Services
Experience
UnitedLex Corporation September 2013 - Present
Kroll March 2013 - September 2013
the Executive Office of the President March 2012 - March 2013
Kroll May 2010 - March 2013
Federal Bureau of Investigation March 2004 - May 2010
TD Ameritrade August 1999 - March 2004
Skills
Computer Forensics, Computer Security, Forensic Analysis, Counterintelligence, Risk Management, Litigation Support, Program Management, Policy, National Security, Management, Vulnerability Assessment, Fraud, Criminal Investigations, Corporate Security, Criminal Law, Investigation, Cybercrime, Internal Investigations, Evidence, Enforcement, Security Management, Background Checks, Security Operations, Physical Security, Law Enforcement
Education
University of Nebraska at Omaha
BS, Biology
UnitedLex Corporation September 2013 - Present
Kroll March 2013 - September 2013
the Executive Office of the President March 2012 - March 2013
Kroll May 2010 - March 2013
Federal Bureau of Investigation March 2004 - May 2010
TD Ameritrade August 1999 - March 2004
Skills
Computer Forensics, Computer Security, Forensic Analysis, Counterintelligence, Risk Management, Litigation Support, Program Management, Policy, National Security, Management, Vulnerability Assessment, Fraud, Criminal Investigations, Corporate Security, Criminal Law, Investigation, Cybercrime, Internal Investigations, Evidence, Enforcement, Security Management, Background Checks, Security Operations, Physical Security, Law Enforcement
Education
University of Nebraska at Omaha
BS, Biology
Kris Heig Kris Heig's TD Ameritrade Experience January 1998 - June 2015
Job Financial Services Professional/Operations Manager
Industry Financial Services
Experience
Carson Wealth Management Group Branch Supervision PrincipalTD AmeritradeFebruary 2008 - June 2015
TD Ameritrade January 1998 - June 2015
Skills
Series 7, Series 63, Series 66, Series 24, Series 4, Series 55, Risk Management, Securities, Financial Services, FINRA, Investments, Options, Equities
Education
University of Nebraska at Omaha 1992 — 1997
Bachelor's degree, Human Resources Development
Carson Wealth Management Group Branch Supervision PrincipalTD AmeritradeFebruary 2008 - June 2015
TD Ameritrade January 1998 - June 2015
Skills
Series 7, Series 63, Series 66, Series 24, Series 4, Series 55, Risk Management, Securities, Financial Services, FINRA, Investments, Options, Equities
Education
University of Nebraska at Omaha 1992 — 1997
Bachelor's degree, Human Resources Development
Shad Schweiss's TD Ameritrade Experience November 2014 - February 2015
Job Partner at 4Fortune Investments, LLC
Industry Computer Software
Experience
CSG International March 2015 - Present
4Fortune Investments, LLC June 2012 - Present
TD Ameritrade November 2014 - February 2015
CSG International July 2006 - December 2013
CSG International July 2004 - July 2006
CSG International December 1999 - July 2004
CSG International June 1994 - December 1999
Skills
Customer Relations, Business Analysis, Customer Service, Change Management, Account Management, Team Leadership, Strategic Planning, Process Improvement, Contract Negotiation, Budgets, Integration, Sales, Program Management, Marketing Strategy, CRM, Product Management, Team Building, Customer Satisfaction, Leadership, Vendor Management, New Business Development, Negotiation, Salesforce.com, Telecommunications, Solution Selling, Strategy, Cross-functional Team..., Business Development, Strategic Partnerships
Education
University of Nebraska at Omaha 1991 — 1993
CSG International March 2015 - Present
4Fortune Investments, LLC June 2012 - Present
TD Ameritrade November 2014 - February 2015
CSG International July 2006 - December 2013
CSG International July 2004 - July 2006
CSG International December 1999 - July 2004
CSG International June 1994 - December 1999
Skills
Customer Relations, Business Analysis, Customer Service, Change Management, Account Management, Team Leadership, Strategic Planning, Process Improvement, Contract Negotiation, Budgets, Integration, Sales, Program Management, Marketing Strategy, CRM, Product Management, Team Building, Customer Satisfaction, Leadership, Vendor Management, New Business Development, Negotiation, Salesforce.com, Telecommunications, Solution Selling, Strategy, Cross-functional Team..., Business Development, Strategic Partnerships
Education
University of Nebraska at Omaha 1991 — 1993
Jenny Done's TD Ameritrade Experience February 2008 - Present
Job Vice President at TD AmeritradeTrust Company
Industry Financial Services
Experience
TD Ameritrade February 2008 - Present
Fiserv Trust Company 2006 - 2008
First Trust Corporation 2000 - 2006
Universal Pensions, Inc. 1997 - 1999
Silverstone Group 1996 - 1997
Skills
Series 7, 401k, Mutual Funds, Retirement Planning, Series 63, Retirement, Financial Analysis, Investments, Financial Services, Strategic Financial...
Education
University of Nebraska-Lincoln
Economics
TD Ameritrade February 2008 - Present
Fiserv Trust Company 2006 - 2008
First Trust Corporation 2000 - 2006
Universal Pensions, Inc. 1997 - 1999
Silverstone Group 1996 - 1997
Skills
Series 7, 401k, Mutual Funds, Retirement Planning, Series 63, Retirement, Financial Analysis, Investments, Financial Services, Strategic Financial...
Education
University of Nebraska-Lincoln
Economics
Polly Burns's TD Ameritrade Experience May 2005 - May 2006
Job Marketing and Advertising Consultant and Contractor
Industry Marketing and Advertising
Experience
Kiss creative services May 2006 - Present
TD Ameritrade May 2005 - May 2006
QA3 Financial Corp. January 2004 - May 2005
University of Nebraska at Omaha August 2001 - August 2003
Education
University of Nebraska at Omaha
MA, English Literature
Kiss creative services May 2006 - Present
TD Ameritrade May 2005 - May 2006
QA3 Financial Corp. January 2004 - May 2005
University of Nebraska at Omaha August 2001 - August 2003
Education
University of Nebraska at Omaha
MA, English Literature
Brock Williamson's TD Ameritrade Experience March 2014 - December 2014
Job Director, Regulatory Affairs at ETrade Financial Corp
Industry Financial Services
Experience
E*TRADE Financial Corporation January 2015 - Present
TD Ameritrade March 2014 - December 2014
TD Ameritrade February 2010 - March 2014
TD Ameritrade October 2009 - February 2010
TD Ameritrade March 2006 - October 2009
TD Ameritrade July 2000 - March 2006
Skills
Series 7, Series 63, Series 24, FINRA, Compliance Oversight, Mutual Funds, Securities, AML, Options, Credit Risk, Risk Management, Investments, Trading Systems, Securities Regulation, Regulatory Examinations, Financial Services, Equities, Investment Advisory, Trading, Portfolio Management, Fixed Income, ETFs, Alternative Investments, Financial Markets, Derivatives, Financial Risk
Education
University of Pennsylvania - The Wharton School 2010 — 2010
CRCP, FINRA Institute at the Wharton School
University of Nebraska College of Law 1995 — 1998
JD, Law
University of Nebraska-Lincoln 1990 — 1995
Bachelors, Political Science and International Affairs
E*TRADE Financial Corporation January 2015 - Present
TD Ameritrade March 2014 - December 2014
TD Ameritrade February 2010 - March 2014
TD Ameritrade October 2009 - February 2010
TD Ameritrade March 2006 - October 2009
TD Ameritrade July 2000 - March 2006
Skills
Series 7, Series 63, Series 24, FINRA, Compliance Oversight, Mutual Funds, Securities, AML, Options, Credit Risk, Risk Management, Investments, Trading Systems, Securities Regulation, Regulatory Examinations, Financial Services, Equities, Investment Advisory, Trading, Portfolio Management, Fixed Income, ETFs, Alternative Investments, Financial Markets, Derivatives, Financial Risk
Education
University of Pennsylvania - The Wharton School 2010 — 2010
CRCP, FINRA Institute at the Wharton School
University of Nebraska College of Law 1995 — 1998
JD, Law
University of Nebraska-Lincoln 1990 — 1995
Bachelors, Political Science and International Affairs
Paul Sykora's TD Ameritrade Experience September 1999 - Present
Job Software Consultant at TDAmeritrade
Industry Financial Services
Experience
TD Ameritrade September 1999 - Present
Skills
SOA, Unix, Analysis, Agile Methodologies, Requirements Analysis, Spring, XML, Enterprise Architecture, Business Analysis, SDLC, Vendor Management, Visio, Software Project..., Java Enterprise Edition, JavaScript, Process Improvement, Integration, SQL
Education
University of Nebraska at Omaha 1983 — 1987
TD Ameritrade September 1999 - Present
Skills
SOA, Unix, Analysis, Agile Methodologies, Requirements Analysis, Spring, XML, Enterprise Architecture, Business Analysis, SDLC, Vendor Management, Visio, Software Project..., Java Enterprise Edition, JavaScript, Process Improvement, Integration, SQL
Education
University of Nebraska at Omaha 1983 — 1987
Laurel Keebler's TD Ameritrade Experience May 2013 - Present
Job Enterprise Project Manager at TD Ameritrade
Industry Insurance
Experience
TD Ameritrade May 2013 - Present
BlueCross BlueShield of Nebraska July 2011 - April 2013
Oriental Trading Company November 2008 - August 2011
West Corporation February 2008 - October 2008
Planet Group November 2007 - March 2008
ACM 2006 - 2007
First Data Resources 2000 - 2006
Skills
Vendor Management, SDLC, Process Improvement, Business Analysis, Requirements Analysis, Project Management, Software Documentation, PMP, Requirements Gathering, Visio
Education
University of Nebraska at Omaha 1986 — 1989
BS, Finance
University of Nebraska-Lincoln
Bachelor of Science (B.S.), Business Finance
TD Ameritrade May 2013 - Present
BlueCross BlueShield of Nebraska July 2011 - April 2013
Oriental Trading Company November 2008 - August 2011
West Corporation February 2008 - October 2008
Planet Group November 2007 - March 2008
ACM 2006 - 2007
First Data Resources 2000 - 2006
Skills
Vendor Management, SDLC, Process Improvement, Business Analysis, Requirements Analysis, Project Management, Software Documentation, PMP, Requirements Gathering, Visio
Education
University of Nebraska at Omaha 1986 — 1989
BS, Finance
University of Nebraska-Lincoln
Bachelor of Science (B.S.), Business Finance
Seth Bergers's TD Ameritrade Experience May 2003 - November 2006
Job Senior Software Technical Consultant
Industry Computer Software
Experience
OpenText June 2014 - Present
GXS June 2011 - June 2014
S3 Matching Technologies December 2006 - May 2011
TD Ameritrade May 2003 - November 2006
First Security Bank February 1998 - May 2003
Skills
Account Management, Project Management, Negotiation, Financial Reporting, Options, Equities, Electronic Trading, Securities, Trading, Vendor Management, Trading Systems, Risk Management, SaaS, Investments, Equity Trading, Financial Markets, Derivatives
Education
University of Nebraska at Omaha
B.S, Economics (2005)
OpenText June 2014 - Present
GXS June 2011 - June 2014
S3 Matching Technologies December 2006 - May 2011
TD Ameritrade May 2003 - November 2006
First Security Bank February 1998 - May 2003
Skills
Account Management, Project Management, Negotiation, Financial Reporting, Options, Equities, Electronic Trading, Securities, Trading, Vendor Management, Trading Systems, Risk Management, SaaS, Investments, Equity Trading, Financial Markets, Derivatives
Education
University of Nebraska at Omaha
B.S, Economics (2005)
William Beacom's TD Ameritrade Experience October 2000 - January 2009
Job Software Engineer at Perceptive Software
Industry Information Technology and Services
Experience
Perceptive Software April 2011 - Present
Paxus March 2010 - March 2011
TD Ameritrade October 2000 - January 2009
Inacom 1994 - 1996
Skills
Java, SQL, Agile Methodologies, Unix, C++
Education
University of Nebraska at Omaha 1979 — 1985
Bachelor of Science, Computer Science
Perceptive Software April 2011 - Present
Paxus March 2010 - March 2011
TD Ameritrade October 2000 - January 2009
Inacom 1994 - 1996
Skills
Java, SQL, Agile Methodologies, Unix, C++
Education
University of Nebraska at Omaha 1979 — 1985
Bachelor of Science, Computer Science
Terry Reeg's TD Ameritrade Experience February 2005 - September 2005
Job Experienced Direct Marketing Professional
Industry Marketing and Advertising
Experience
Mutual of Omaha December 2008 - Present
THT Designs, Inc. April 2008 - August 2008
THT Designs, Inc. February 2006 - March 2008
Physicians Mutual October 2005 - February 2006
TD Ameritrade February 2005 - September 2005
LEGO Shop At Home March 2001 - December 2004
Oriental Trading Company June 1997 - February 2001
Oriental Trading Comany 1997 - 2001
United Healthcare June 1994 - June 1997
Godfather's Pizza July 1990 - June 1994
Education
University of Nebraska at Omaha 1993 — 1999
M.B.A., Business Administration
Wayne State College 1985 — 1990
Bachelor of Science, Business Administration
Wisner-Pilger High School 1981 — 1985
Mutual of Omaha December 2008 - Present
THT Designs, Inc. April 2008 - August 2008
THT Designs, Inc. February 2006 - March 2008
Physicians Mutual October 2005 - February 2006
TD Ameritrade February 2005 - September 2005
LEGO Shop At Home March 2001 - December 2004
Oriental Trading Company June 1997 - February 2001
Oriental Trading Comany 1997 - 2001
United Healthcare June 1994 - June 1997
Godfather's Pizza July 1990 - June 1994
Education
University of Nebraska at Omaha 1993 — 1999
M.B.A., Business Administration
Wayne State College 1985 — 1990
Bachelor of Science, Business Administration
Wisner-Pilger High School 1981 — 1985
Matthew Palensky's TD Ameritrade Experience December 2009 - August 2010
Job Senior Architect at Nike
Industry Sporting Goods
Experience
Nike September 2010 - Present
TD Ameritrade December 2009 - August 2010
TD Ameritrade April 2005 - December 2009
Skills
SOA, Web Services, SDLC, Enterprise Architecture, Agile Methodologies, Oracle Coherence, J2EE Application..., Architecture, Java Enterprise Edition, Software Development, MongoDB, IT Strategy, Java, Design Patterns, Integration, Spring, Oracle, Unix, Solution Architecture, XML, Requirements Analysis, Hibernate, Enterprise Software, Distributed Systems, Ant, Scrum, Maven, JBoss Application Server
Education
University of Nebraska at Omaha 1998 — 2005
M.S., Computer Science
University of Oregon 1994 — 1996
B.S., Computer Science
University of Nebraska-Lincoln 1987 — 1991
B.A., Mathematics
Nike September 2010 - Present
TD Ameritrade December 2009 - August 2010
TD Ameritrade April 2005 - December 2009
Skills
SOA, Web Services, SDLC, Enterprise Architecture, Agile Methodologies, Oracle Coherence, J2EE Application..., Architecture, Java Enterprise Edition, Software Development, MongoDB, IT Strategy, Java, Design Patterns, Integration, Spring, Oracle, Unix, Solution Architecture, XML, Requirements Analysis, Hibernate, Enterprise Software, Distributed Systems, Ant, Scrum, Maven, JBoss Application Server
Education
University of Nebraska at Omaha 1998 — 2005
M.S., Computer Science
University of Oregon 1994 — 1996
B.S., Computer Science
University of Nebraska-Lincoln 1987 — 1991
B.A., Mathematics
Marcus Hagood's TD Ameritrade Experience January 2005 - October 2006
Job Financial Services Professional
Industry Financial Services
Experience
FP Transitions September 2013 - Present
Erath December 2009 - June 2013
Lange Estate Winery August 2009 - October 2009
Securities America October 2006 - April 2009
TD Ameritrade January 2005 - October 2006
TD Ameritrade January 2004 - January 2005
TD Ameritrade January 2002 - January 2004
Skills
Series 7, Series 63, Securities, Alternative Investments, Investment Advisory, Sales, Financial Services, Sales Management, Relationship Management, Customer Service, Financial Advisory, Options, Trading, Risk Management, PowerPoint, ETFs, Microsoft Office, Microsoft Excel, Public Speaking, Salesforce.com, FINRA, Series 24, Mutual Funds, Wealth Management, Retirement Planning, Asset Allocation
Education
University of Nebraska at Omaha 1990 — 1995
BA, International Studies
FP Transitions September 2013 - Present
Erath December 2009 - June 2013
Lange Estate Winery August 2009 - October 2009
Securities America October 2006 - April 2009
TD Ameritrade January 2005 - October 2006
TD Ameritrade January 2004 - January 2005
TD Ameritrade January 2002 - January 2004
Skills
Series 7, Series 63, Securities, Alternative Investments, Investment Advisory, Sales, Financial Services, Sales Management, Relationship Management, Customer Service, Financial Advisory, Options, Trading, Risk Management, PowerPoint, ETFs, Microsoft Office, Microsoft Excel, Public Speaking, Salesforce.com, FINRA, Series 24, Mutual Funds, Wealth Management, Retirement Planning, Asset Allocation
Education
University of Nebraska at Omaha 1990 — 1995
BA, International Studies
Matt Carsey's TD Ameritrade Experience November 2008 - July 2009
Job Manager of Digital Marketing at Netspend Corp. (A TSYS Company)
Industry Marketing and Advertising
Experience
NetSpend November 2014 - Present
Q Interactive July 2009 - November 2014
TD Ameritrade November 2008 - July 2009
Wachovia August 2004 - October 2008
Pentagon Federal Credit Union 2002 - 2004
Skills
Lead Generation, Digital Marketing, Advertising, Affiliate Marketing, Customer Acquisition, Display Advertising, Email Marketing, Mobile Marketing, Online Advertising, PPC, SEM, Sales
Education
University of Nebraska at Omaha 1999 — 2002
Bachelor Degree, Major-Business Administration/ Minor-Finance
NetSpend November 2014 - Present
Q Interactive July 2009 - November 2014
TD Ameritrade November 2008 - July 2009
Wachovia August 2004 - October 2008
Pentagon Federal Credit Union 2002 - 2004
Skills
Lead Generation, Digital Marketing, Advertising, Affiliate Marketing, Customer Acquisition, Display Advertising, Email Marketing, Mobile Marketing, Online Advertising, PPC, SEM, Sales
Education
University of Nebraska at Omaha 1999 — 2002
Bachelor Degree, Major-Business Administration/ Minor-Finance
Marissa Kreifels's TD Ameritrade Experience April 2008 - July 2010
Job Interactive Manager
Industry Internet
Experience
Stay at Home Parent July 2010 - Present
TD Ameritrade April 2008 - July 2010
ConAgra Foods April 2004 - April 2008
ZoeMed, Inc. August 2002 - April 2004
St. Andrew’s United Methodist Church June 2003 - August 2003
Cornerstone Church August 2002 - May 2003
Skills
SEO, Management, Strategy, Marketing Strategy, Creative Direction, Interactive Marketing, Editing
Education
University of Nebraska-Lincoln 2000 — 2003
Stay at Home Parent July 2010 - Present
TD Ameritrade April 2008 - July 2010
ConAgra Foods April 2004 - April 2008
ZoeMed, Inc. August 2002 - April 2004
St. Andrew’s United Methodist Church June 2003 - August 2003
Cornerstone Church August 2002 - May 2003
Skills
SEO, Management, Strategy, Marketing Strategy, Creative Direction, Interactive Marketing, Editing
Education
University of Nebraska-Lincoln 2000 — 2003
Rose Bradfield's TD Ameritrade Experience Investor Services ManagerTDAmeritrade1998 - Present
Job Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade Investor Services ManagerTDAmeritrade1998 - Present
Skills
Series 7 Series 63..., Mutual Funds, Investments, Series 7, Equities, FINRA, Series 63, Risk Management, Financial Services, Wealth Management, Strategic Financial..., Securities, Options, Management, Customer Service, Banking, Portfolio Management, Relationship Management, Microsoft Office, Process Improvement, Finance, Team Building, Series 24, Trading
Education
University of Nebraska at Omaha
TD Ameritrade Investor Services ManagerTDAmeritrade1998 - Present
Skills
Series 7 Series 63..., Mutual Funds, Investments, Series 7, Equities, FINRA, Series 63, Risk Management, Financial Services, Wealth Management, Strategic Financial..., Securities, Options, Management, Customer Service, Banking, Portfolio Management, Relationship Management, Microsoft Office, Process Improvement, Finance, Team Building, Series 24, Trading
Education
University of Nebraska at Omaha
Ray Poloncic's TD Ameritrade Experience September 2005 - Present
Job Market Data Analyst II at TD AMERITRADE
Industry Financial Services
Experience
TD Ameritrade September 2005 - Present
Skills
Market Data, Series 7, Vendor Management, Financial Services, Securities
Education
University of Nebraska at Omaha 2002 — 2006
TD Ameritrade September 2005 - Present
Skills
Market Data, Series 7, Vendor Management, Financial Services, Securities
Education
University of Nebraska at Omaha 2002 — 2006
Taylor Asmus, PHR's TD Ameritrade Experience March 2013 - Present
Job HR Relationship Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade March 2013 - Present
Aviture September 2010 - March 2013
Northwestern Mutual November 2008 - August 2010
Lauritzen Corporation November 2006 - November 2008
Kohler Industries, Inc. January 2003 - September 2004
Skills
Finance, Management, Process Improvement, Human Resources, Managerial Finance, Analysis, Business Analysis, Accounting, Project Management, Auditing, Payroll, Financial Reporting, Marketing, Contract Management, Project Planning, Microsoft Excel, Organizational..., Training, Team Building, Employee Relations
Education
Papillion LaVista High School
University of Nebraska-Lincoln
Business Administration, Management and Finance
TD Ameritrade March 2013 - Present
Aviture September 2010 - March 2013
Northwestern Mutual November 2008 - August 2010
Lauritzen Corporation November 2006 - November 2008
Kohler Industries, Inc. January 2003 - September 2004
Skills
Finance, Management, Process Improvement, Human Resources, Managerial Finance, Analysis, Business Analysis, Accounting, Project Management, Auditing, Payroll, Financial Reporting, Marketing, Contract Management, Project Planning, Microsoft Excel, Organizational..., Training, Team Building, Employee Relations
Education
Papillion LaVista High School
University of Nebraska-Lincoln
Business Administration, Management and Finance
Michael D. Harmelink's TD Ameritrade Experience January 2010 - May 2011
Job Merchandiser at Gavilon Group, LLC
Industry Financial Services
Experience
Gavilon Group, LLC September 2014 - Present
Nationwide Transportation and Logistics Services, Inc. May 2011 - September 2014
TD Ameritrade January 2010 - May 2011
National Research Corporation May 2009 - December 2009
Vincenzo's Restaurant August 2007 - December 2009
Skills
Sales, Trade Shows, Time Management, New Business Development, Logistics, Transportation, Cold Calling, Account Management, Customer Service, Management, Business Development, Team Building, Process Improvement, Strategic Planning, Direct Marketing, Sales Operations, Contract Negotiation
Education
University of Nebraska-Lincoln 2002 — 2007
Art, Graphic Design
University of Nebraska-Lincoln 2002 — 2007
Journalism, Advertising
Gavilon Group, LLC September 2014 - Present
Nationwide Transportation and Logistics Services, Inc. May 2011 - September 2014
TD Ameritrade January 2010 - May 2011
National Research Corporation May 2009 - December 2009
Vincenzo's Restaurant August 2007 - December 2009
Skills
Sales, Trade Shows, Time Management, New Business Development, Logistics, Transportation, Cold Calling, Account Management, Customer Service, Management, Business Development, Team Building, Process Improvement, Strategic Planning, Direct Marketing, Sales Operations, Contract Negotiation
Education
University of Nebraska-Lincoln 2002 — 2007
Art, Graphic Design
University of Nebraska-Lincoln 2002 — 2007
Journalism, Advertising
Theresa Rollin's TD Ameritrade Experience February 2002 - March 2010
Job Big Data & Analytics Portfolio Executive at IBM
Industry Information Technology and Services
Experience
IBM May 2015 - Present
West Corporation March 2013 - March 2015
Ameritas January 2012 - February 2013
Capstone Consulting November 2010 - January 2012
Physicians Mutual November 2010 - May 2011
Aflac November 2008 - January 2011
TD Ameritrade February 2002 - March 2010
Iomega April 1996 - February 2002
Kellogg Company January 1994 - March 1996
GE Lighting 1990 - 1992
Skills
Strategy, Program Management, Project Management, Process Improvement, Product Management, Change Management, Six Sigma, Team Building, Management, Leadership, Strategic Planning
Education
FGI International 2013 — 2013
Graduate Executive Leaderhip Program - Bringing Spirit to Leadership
ICAN / FGI International 2011 — 2012
Influence Leadership Program Graduate May 2013
University of Nebraska at Omaha 1986 — 1990
BSBA, Accounting
DJ Gross High School 1982 — 1986
Diploma
IBM May 2015 - Present
West Corporation March 2013 - March 2015
Ameritas January 2012 - February 2013
Capstone Consulting November 2010 - January 2012
Physicians Mutual November 2010 - May 2011
Aflac November 2008 - January 2011
TD Ameritrade February 2002 - March 2010
Iomega April 1996 - February 2002
Kellogg Company January 1994 - March 1996
GE Lighting 1990 - 1992
Skills
Strategy, Program Management, Project Management, Process Improvement, Product Management, Change Management, Six Sigma, Team Building, Management, Leadership, Strategic Planning
Education
FGI International 2013 — 2013
Graduate Executive Leaderhip Program - Bringing Spirit to Leadership
ICAN / FGI International 2011 — 2012
Influence Leadership Program Graduate May 2013
University of Nebraska at Omaha 1986 — 1990
BSBA, Accounting
DJ Gross High School 1982 — 1986
Diploma
Troy L. White, CFA's TD Ameritrade Experience January 2015 - Present
Job Director, Credit & Counterparty Risk, Treasury
Industry Financial Services
Experience
TD Ameritrade January 2015 - Present
TD Ameritrade November 2010 - December 2014
Northern Natural Gas October 2008 - October 2010
Interpublic Group June 2002 - September 2008
Education
University of Nebraska at Omaha
MBA
TD Ameritrade January 2015 - Present
TD Ameritrade November 2010 - December 2014
Northern Natural Gas October 2008 - October 2010
Interpublic Group June 2002 - September 2008
Education
University of Nebraska at Omaha
MBA
Leigh Kuhry's TD Ameritrade Experience October 2014 - Present
Job UAT analyst at TD Ameritrade
Industry Research
Experience
TD Ameritrade October 2014 - Present
TD Ameritrade October 2013 - October 2014
Cox Communications May 2013 - October 2013
Weight Watchers May 2012 - May 2013
math tutor self employed August 2008 - May 2013
Idelman telemarketing 1987 - 1992
Skills
Public Speaking, Leadership, Data Analysis, Team Leadership, Coaching, Analysis, Microsoft Office, Customer Service, Team Building, Microsoft Word, Leadership Development, Teaching, List Processing, Microsoft Excel, Social Media, PowerPoint, HTML, Higher Education, Research, Series 7, Series 63, Process Improvement, Risk Management, Business Analysis, Financial Services
Education
University of Nebraska at Omaha 1982 — 1995
BGS, Computer Science and Psychology
TD Ameritrade October 2014 - Present
TD Ameritrade October 2013 - October 2014
Cox Communications May 2013 - October 2013
Weight Watchers May 2012 - May 2013
math tutor self employed August 2008 - May 2013
Idelman telemarketing 1987 - 1992
Skills
Public Speaking, Leadership, Data Analysis, Team Leadership, Coaching, Analysis, Microsoft Office, Customer Service, Team Building, Microsoft Word, Leadership Development, Teaching, List Processing, Microsoft Excel, Social Media, PowerPoint, HTML, Higher Education, Research, Series 7, Series 63, Process Improvement, Risk Management, Business Analysis, Financial Services
Education
University of Nebraska at Omaha 1982 — 1995
BGS, Computer Science and Psychology
Sherry Rizzo's TD Ameritrade Experience June 2008 - May 2009
Job BGSBehavioral Health Concentration/ Certified Gerontologist
Industry Individual & Family Services
Experience
TD Ameritrade June 2008 - May 2009
Skills
Microsoft Office, PowerPoint, Investments, Microsoft Word, Customer Service, Outlook, Options
Education
University of Nebraska at Omaha 2005 — 2013
Bachelor's degree General Studies/ Certificate of Gerontology December, 2013, Behavioral Health, A
TD Ameritrade June 2008 - May 2009
Skills
Microsoft Office, PowerPoint, Investments, Microsoft Word, Customer Service, Outlook, Options
Education
University of Nebraska at Omaha 2005 — 2013
Bachelor's degree General Studies/ Certificate of Gerontology December, 2013, Behavioral Health, A
Shad Danker's TD Ameritrade Experience 2005 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
TD Ameritrade 2005 - 2009
TD Ameritrade 2000 - 2005
TD Ameritrade 1998 - 2000
Education
Northwestern College
University of Nebraska at Omaha
Business Administration, Finance & Banking
TD Ameritrade 2005 - 2009
TD Ameritrade 2000 - 2005
TD Ameritrade 1998 - 2000
Education
Northwestern College
University of Nebraska at Omaha
Business Administration, Finance & Banking
Olga Jackson's TD Ameritrade Experience September 2007 - January 2013
Job Staff Officer
Industry Military
Experience
US Army September 2005 - Present
TD Ameritrade September 2007 - January 2013
Skills
Series 7, Financial Services, Securities, Series 24, Uniform Combined State..., Leadership, Process Improvement, Analysis, Operations Management, Team Building, Program Management, Training, Coaching, Economics, Public Speaking, Leadership Development, Management, Team Leadership, Strategy, Project Planning, Data Analysis, Financial Analysis, Mergers, Strategic Planning, Investments, Project Management, Finance, Mutual Funds, Operational Risk..., Microsoft Office, Asset Management, Team Management
Education
University of Nebraska at Omaha 2009 — 2012
MS, Political Science
US Army September 2005 - Present
TD Ameritrade September 2007 - January 2013
Skills
Series 7, Financial Services, Securities, Series 24, Uniform Combined State..., Leadership, Process Improvement, Analysis, Operations Management, Team Building, Program Management, Training, Coaching, Economics, Public Speaking, Leadership Development, Management, Team Leadership, Strategy, Project Planning, Data Analysis, Financial Analysis, Mergers, Strategic Planning, Investments, Project Management, Finance, Mutual Funds, Operational Risk..., Microsoft Office, Asset Management, Team Management
Education
University of Nebraska at Omaha 2009 — 2012
MS, Political Science
Melani Schumacher's TD Ameritrade Experience May 2006 - January 2009
Job Financial Planning
Industry Insurance
Experience
Mass Mutual/Continuum Financial September 2009 - Present
TD Ameritrade May 2006 - January 2009
Education
University of Nebraska at Omaha 2003 — 2006
Bachelor of Arts, Public Relations, Spanish
Mass Mutual/Continuum Financial September 2009 - Present
TD Ameritrade May 2006 - January 2009
Education
University of Nebraska at Omaha 2003 — 2006
Bachelor of Arts, Public Relations, Spanish
Lisa Weiler's TD Ameritrade Experience May 2008 - November 2009
Job Portfolio Implementation Associate at William Blair and Company
Industry Investment Management
Experience
William Blair and Company October 2011 - Present
CLS Investments, LLC July 2010 - October 2011
TD Ameritrade May 2008 - November 2009
Education
University of Nebraska at Omaha 2006 — 2009
Bachelors, Investment Sciences and Portfolio Mgmt
William Blair and Company October 2011 - Present
CLS Investments, LLC July 2010 - October 2011
TD Ameritrade May 2008 - November 2009
Education
University of Nebraska at Omaha 2006 — 2009
Bachelors, Investment Sciences and Portfolio Mgmt
Kyle Lear's TD Ameritrade Experience June 2014 - Present
Job Sr. Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2014 - Present
TD Ameritrade January 2008 - June 2014
Skills
Securities, Business Analysis, Risk Management, Process Improvement, Data Analysis, Relationship Management, Forecasting
Education
University of Nebraska at Omaha 2007 — 2011
Bachelor of Business Administration (BBA), Economics
TD Ameritrade June 2014 - Present
TD Ameritrade January 2008 - June 2014
Skills
Securities, Business Analysis, Risk Management, Process Improvement, Data Analysis, Relationship Management, Forecasting
Education
University of Nebraska at Omaha 2007 — 2011
Bachelor of Business Administration (BBA), Economics
Raymond Walden's TD Ameritrade Experience September 2013 - April 2015
Job Document analyst at Cockle Legal Briefs
Industry Law Practice
Experience
Walden Law Office January 2003 - June 2015
TD Ameritrade September 2013 - April 2015
Federal Public Defender March 2011 - August 2011
Lamson Dugan & Murray, LLP September 1985 - December 2002
Skills
Litigation, Civil Litigation, Legal Writing, Trials, Courts, Product Liability, Criminal Law, Insurance, Liability, Commercial Litigation, Legal Research, Mediation, Appellate Practice, Corporate Law, Intellectual Property, Torts
Education
University of Nebraska College of Law 1979 — 1982
JD, Law
University of Nebraska-Lincoln 1972 — 1976
Bachelor of Arts (B.A.), Journalism
Walden Law Office January 2003 - June 2015
TD Ameritrade September 2013 - April 2015
Federal Public Defender March 2011 - August 2011
Lamson Dugan & Murray, LLP September 1985 - December 2002
Skills
Litigation, Civil Litigation, Legal Writing, Trials, Courts, Product Liability, Criminal Law, Insurance, Liability, Commercial Litigation, Legal Research, Mediation, Appellate Practice, Corporate Law, Intellectual Property, Torts
Education
University of Nebraska College of Law 1979 — 1982
JD, Law
University of Nebraska-Lincoln 1972 — 1976
Bachelor of Arts (B.A.), Journalism
Traci Ramaeker's TD Ameritrade Experience September 2008 - September 2009
Job Insearch for a position
Industry Executive Office
Experience
Nebraska Brewing Company July 2014 - January 2015
Rural Media Group January 2014 - July 2014
Women's Center for Advancement July 2011 - January 2014
The Peter Kiewit Institute March 2010 - January 2011
TD Ameritrade September 2008 - September 2009
Skills
Nonprofits, Event Planning, Leadership, Community Outreach, Program Development, Fundraising, Volunteer Management, Team Building, Grant Writing, Management, Social Services, Process Improvement, Public Speaking, Strategic Planning, Social Media, Research, Crisis Intervention, Public Relations, Facilities Management, Marketing, Contract Management, Project Planning, Insurance, Administration, Facilities Operations, First Aid, Coaching, Training, Staff Management, Office Management, Operations Management, Supervisory Skills, Conflict Resolution
Education
University of Nebraska at Omaha 1993 — 1997
Westside High School 1989 — 1993
High School Diploma
Nebraska Brewing Company July 2014 - January 2015
Rural Media Group January 2014 - July 2014
Women's Center for Advancement July 2011 - January 2014
The Peter Kiewit Institute March 2010 - January 2011
TD Ameritrade September 2008 - September 2009
Skills
Nonprofits, Event Planning, Leadership, Community Outreach, Program Development, Fundraising, Volunteer Management, Team Building, Grant Writing, Management, Social Services, Process Improvement, Public Speaking, Strategic Planning, Social Media, Research, Crisis Intervention, Public Relations, Facilities Management, Marketing, Contract Management, Project Planning, Insurance, Administration, Facilities Operations, First Aid, Coaching, Training, Staff Management, Office Management, Operations Management, Supervisory Skills, Conflict Resolution
Education
University of Nebraska at Omaha 1993 — 1997
Westside High School 1989 — 1993
High School Diploma
Robert Schuette's TD Ameritrade Experience 2012 - Present
Job Lead Technology Consultant Order Management Applications at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade 2012 - Present
TD Ameritrade 2007 - 2011
TD Ameritrade 1999 - 2007
I.T.I 1996 - 1999
Skills
SDLC, Risk Management, SQL, Financial Services, Web Services, MS Project, Trading Systems, Project Management, Business Analysis, Agile Methodologies, Trading, Equities, Databases, Enterprise Architecture, Software Development, Project Portfolio..., Securities, Software Project..., Requirements Analysis, Visio, Java, SOA, Test Management, Requirements Gathering, Spring, Vendor Management
Education
University of Nebraska at Omaha 1988 — 1995
BA, History/aok - Computer Science
TD Ameritrade 2012 - Present
TD Ameritrade 2007 - 2011
TD Ameritrade 1999 - 2007
I.T.I 1996 - 1999
Skills
SDLC, Risk Management, SQL, Financial Services, Web Services, MS Project, Trading Systems, Project Management, Business Analysis, Agile Methodologies, Trading, Equities, Databases, Enterprise Architecture, Software Development, Project Portfolio..., Securities, Software Project..., Requirements Analysis, Visio, Java, SOA, Test Management, Requirements Gathering, Spring, Vendor Management
Education
University of Nebraska at Omaha 1988 — 1995
BA, History/aok - Computer Science
Susan E Scarpello's TD Ameritrade Experience January 2008 - July 2011
Job IT Specialist at AAA Midwest Laundry Equipment Company
Industry E-Learning
Experience
AAA Midwest Laundry Equipment Company January 1999 - Present
TD Ameritrade January 2008 - July 2011
TD Ameritrade January 2006 - January 2008
TD Ameritrade July 2003 - January 2006
TD Ameritrade January 2000 - July 2003
TD Ameritrade January 1999 - December 1999
Accurate Communications January 1998 - December 1998
Accurate Communications January 1997 - December 1998
Accurate Communications May 1989 - January 1997
University of Nebraska-Lincoln August 1995 - May 1996
Skills
WebEx, Captivate, Visio, E-Learning, Needs Analysis, Learning Management..., Training, Instructor-led Training, SnagIt, Program Management, Instructional Design, Learning Management, Requirements Analysis, Project Management, Coaching, ADDIE, Training Delivery, Cross-functional Team..., Team Building, Security, Management, Human Resources, Software Documentation, Testing, Strategy, Vendor Management, Articulate Studio, Integration, PeopleSoft, SDLC, Process Improvement, Business Analysis
Education
University of Nebraska-Lincoln
BA, English
AAA Midwest Laundry Equipment Company January 1999 - Present
TD Ameritrade January 2008 - July 2011
TD Ameritrade January 2006 - January 2008
TD Ameritrade July 2003 - January 2006
TD Ameritrade January 2000 - July 2003
TD Ameritrade January 1999 - December 1999
Accurate Communications January 1998 - December 1998
Accurate Communications January 1997 - December 1998
Accurate Communications May 1989 - January 1997
University of Nebraska-Lincoln August 1995 - May 1996
Skills
WebEx, Captivate, Visio, E-Learning, Needs Analysis, Learning Management..., Training, Instructor-led Training, SnagIt, Program Management, Instructional Design, Learning Management, Requirements Analysis, Project Management, Coaching, ADDIE, Training Delivery, Cross-functional Team..., Team Building, Security, Management, Human Resources, Software Documentation, Testing, Strategy, Vendor Management, Articulate Studio, Integration, PeopleSoft, SDLC, Process Improvement, Business Analysis
Education
University of Nebraska-Lincoln
BA, English
Scott Grohs's TD Ameritrade Experience February 2011 - Present
Job Trading Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade February 2011 - Present
Skills
Licenses Held:, Series 3, Series 7, Series 34, Series 63
Education
University of Nebraska at Omaha 2003 — 2009
Bachelor of Science (BS), Finance, Banking, and Investment Sciences
TD Ameritrade February 2011 - Present
Skills
Licenses Held:, Series 3, Series 7, Series 34, Series 63
Education
University of Nebraska at Omaha 2003 — 2009
Bachelor of Science (BS), Finance, Banking, and Investment Sciences
Amber Carlson's TD Ameritrade Experience May 2014 - Present
Job AML Strategy Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2014 - Present
TD Ameritrade July 2012 - May 2014
Security National Bank November 2011 - July 2012
Office of the Comptroller of the Currency January 2005 - November 2011
Nelnet June 2001 - January 2005
Skills
Financial Analysis, Internal Audit, Auditing, Internal Controls, Risk Management, Enterprise Risk..., Fraud, Anti Money Laundering, Fraud Detection, Operations Management, Banking, Bank Secrecy Act, AML, Risk Assessment, OFAC, USA PATRIOT Act, Financial Institutions, Securities, Credit, Credit Risk
Education
University of Nebraska-Lincoln
Bachelor of Business Administration (BBA)
TD Ameritrade May 2014 - Present
TD Ameritrade July 2012 - May 2014
Security National Bank November 2011 - July 2012
Office of the Comptroller of the Currency January 2005 - November 2011
Nelnet June 2001 - January 2005
Skills
Financial Analysis, Internal Audit, Auditing, Internal Controls, Risk Management, Enterprise Risk..., Fraud, Anti Money Laundering, Fraud Detection, Operations Management, Banking, Bank Secrecy Act, AML, Risk Assessment, OFAC, USA PATRIOT Act, Financial Institutions, Securities, Credit, Credit Risk
Education
University of Nebraska-Lincoln
Bachelor of Business Administration (BBA)
Traci Fleeman's TD Ameritrade Experience November 2012 - April 2013
Job PrairieSmarts Representative
Industry Financial Services
Experience
PrairieSmarts, LLC April 2013 - Present
TD Ameritrade November 2012 - April 2013
Wells Fargo October 2011 - November 2012
Skills
Call Centers, Customer Experience, Workforce Management, Customer Satisfaction, Customer Support
Education
University of Nebraska at Omaha 2002 — 2005
Bachelors of Science, Major Pr/Ad Minor Creative Writing
PrairieSmarts, LLC April 2013 - Present
TD Ameritrade November 2012 - April 2013
Wells Fargo October 2011 - November 2012
Skills
Call Centers, Customer Experience, Workforce Management, Customer Satisfaction, Customer Support
Education
University of Nebraska at Omaha 2002 — 2005
Bachelors of Science, Major Pr/Ad Minor Creative Writing
Patti Blau's TD Ameritrade Experience June 2012 - Present
Job Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2012 - Present
Education
University of Nebraska at Omaha
Bachelor of Arts (B.A.), Clinical Psychology
TD Ameritrade June 2012 - Present
Education
University of Nebraska at Omaha
Bachelor of Arts (B.A.), Clinical Psychology
Tim Tefft's TD Ameritrade Experience November 2014 - Present
Job Senior Manager, Cash and Liquidity at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade November 2014 - Present
TD Ameritrade January 2011 - November 2014
TD Ameritrade July 2004 - January 2011
TD Ameritrade February 2000 - July 2004
Skills
Treasury, Cash Management, Finance, Banking
Education
University of Nebraska at Omaha
Master of Business Administration (MBA)
University of Nebraska at Omaha
Bachelor of Science in Business Administration
TD Ameritrade November 2014 - Present
TD Ameritrade January 2011 - November 2014
TD Ameritrade July 2004 - January 2011
TD Ameritrade February 2000 - July 2004
Skills
Treasury, Cash Management, Finance, Banking
Education
University of Nebraska at Omaha
Master of Business Administration (MBA)
University of Nebraska at Omaha
Bachelor of Science in Business Administration
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.