TD Ameritrade

Industry: Financial services company

Description

TD Ameritrade is a brokerage firm based in Omaha, Nebraska with major trading centers in Southlake, Texas and St Louis, Missouri. The letters TD are derived from Toronto-Dominion Bank, the largest shareholder. The company provides services for individuals and institutions that are investing online. Headquarters: Omaha, Nebraska, United States CEO: Tim Hockey (Oct 2016–) Owner: Toronto–Dominion Bank (42%) Subsidiaries: Thinkorswim, Scottrade, TD AMERITRADE IP Co Inc,

TD Ameritrade List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at TD Ameritrade. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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5,092 TD Ameritrade employees in database. Find out everything there's to know about TD Ameritrade employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

TD Ameritrade Employees

Employee
Years
Job
Industry
Benjamin Rothe Benjamin Rothe Greater Omaha Area Details
Benjamin Rothe's TD Ameritrade Experience September 2012 - March 2014
Job Content Creation, Writer, Financial Professional
Industry Writing and Editing
Experience
Omaha World-Herald  September 2014 - Present
Tighton Tools and Fasteners  March 2014 - Present
TD Ameritrade   September 2012 - March 2014
TD Ameritrade   April 2011 - November 2011
TD Ameritrade   November 2010 - April 2011
PayPal  March 2010 - July 2010

Skills
Microsoft Office, Oral Communications, Communication Written, Customer Service, Outlook, Call Center, Microsoft Excel, PowerPoint, Microsoft Word, Access, Time Management, Public Speaking, Leadership, Analysis, Customer Satisfaction, Research, Insurance

Education
University of Nebraska-Lincoln   2003 — 2009
Bachelor of Arts, English

Chris Thelen Chris Thelen Greater Omaha Area Details
Chris Thelen's TD Ameritrade Experience February 2011 - Present
Job Sales Strategy Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   February 2011 - Present
TD Ameritrade   June 2007 - February 2010
TD Ameritrade   April 2005 - June 2007
Knolls Golf Course, Developmental Services of Nebraska   January 1998 - August 2001

Skills
Salesforce.com, Sales, Sales Process..., Investments, Asset Allocation, Retirement Planning, FINRA, Wealth Management, Financial Services, Equities, Securities, Trading, Fixed Income, Business Relationship..., Written & Oral..., Change Management, Cross-functional Team..., Series 7, Series 63, CRPC

Education
University of Nebraska-Lincoln   2001 — 2005
Bachelor of Science (B.S.), Business Administration, Finance

Creighton Prep   1997 — 2001
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program

Lindsay Larson Lindsay Larson Greater Omaha Area Details
Lindsay Larson's TD Ameritrade Experience April 2011 - December 2013
Job Creative Designer at Paragon Design, Inc
Industry Marketing and Advertising
Experience
Paragon Design, Inc   September 2014 - Present
Genesis Medical Staffing, Inc.   March 2015 - Present
Creighton University  December 2013 - September 2014
TD Ameritrade   April 2011 - December 2013
Paragon Design, Inc   April 2008 - April 2011
LDMI  2009 - 2009
The Hertrich Group  2007 - 2008

Skills
Web Design, Graphics, Illustrator, Interaction Design, Photoshop, InDesign, Graphic Design, Flash, Screen Printing, HTML, Dreamweaver, Adobe Acrobat, Adobe Creative Suite, Art Direction, Email Marketing, HTML scripting, Illustration, JavaScript, Logo Design, User Interface Design, User Experience, Concept Development, Print Design, HTML emails, Campaign Concepting, Advertising, Typography, Creative Direction, Corporate Identity, Brochures, Mac, Direct Mail, Website Development, Creative Strategy, Brand Development, User-centered Design, Marketing, CSS, Visual Communication, Branding, Front-end, Online Marketing, Corporate Branding, Digital Marketing, Flash Animation, Layout, Integrated Marketing, Flyers, Online Advertising, Posters

Education
University of Nebraska-Lincoln   2001 — 2006
Bachelor of Fine Arts (BFA), Graphic Design

Josh Long Josh Long Tampa/St. Petersburg, Florida Area Details
Josh Long's TD Ameritrade Experience October 2012 - Present
Job Branch Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   October 2012 - Present
TD Ameritrade   January 2010 - October 2012
Edward Jones  January 2001 - June 2004

Skills
Series 24, Series 7, Series 63, Mutual Funds, Securities, Series 66, Series 4, Coaching, Sales Leadership, Budgeting, High Net Worth..., Risk Management, Financial Services, Investments, FINRA, Investment Advisory, Wealth Management, Asset Allocation, 401k, Portfolio Management, Retirement Planning, Investment Strategies, Retirement, Uniform Combined State..., Equities, Options, Strategic Financial..., Relationship Management, IRAs, Fixed Annuities, Trading, Alternative Investments, Financial Advisory, Asset Management, Sales Management, Fixed Income, Budgets, Series 6, Investment Management, Bonds

Education
University of Nebraska-Lincoln   1997 — 2001
Bachelor of Applied Science (BASc), Finance, General

Brian Nodes Brian Nodes Omaha, Nebraska Details
Brian Nodes's TD Ameritrade Experience 2008 - June 2012
Job Supervisor, Support Services Health & Life Underwriting at Mutual of Omaha
Industry Financial Services
Experience
Mutual of Omaha  March 2014 - Present
Mutual of Omaha  September 2012 - Present
COR Clearing LLC  August 2012 - September 2012
TD Ameritrade   2008 - June 2012
TD Ameritrade   2006 - 2008
TD Ameritrade   2004 - 2006
TD Ameritrade   2000 - 2004
TD Ameritrade   1998 - 2000
American Express Financial Advisors  1997 - 1998

Skills
Series 7, Series 63, Series 24, Series 4, FINRA, Mutual Funds, Securities, Wealth Management, Equities, Retirement Planning, Financial Services, Relationship Management, Customer Service, Sales Management, Sales, Problem Solving, Team Building, Budget, People-oriented, Risk Management

Education
University of Nebraska-Lincoln   1992 — 1997
Bachelor of Science (B.S.), Business Administration

Westside High School   1988 — 1992
Diploma

Nathan Hesman Nathan Hesman Phoenix, Arizona Area Details
Nathan Hesman's TD Ameritrade Experience May 2007 - August 2007
Job Investment Consultant
Industry Financial Services
Experience
Charles Schwab  April 2013 - Present
Charles Schwab  February 2011 - April 2013
West Gate Bank  October 2009 - December 2010
TierOne Bank  May 2008 - August 2008
TD Ameritrade   May 2007 - August 2007

Skills
Series 7, Series 63, Investment Strategies, Asset Management, Wealth Management, Asset Allocation, Equities, Strategic Financial..., Investments, Mutual Funds, Securities, Financial Advisory

Education
University of Nebraska-Lincoln   2009 — 2011
MBA, Finance

University of Nebraska-Lincoln   2004 — 2008
Bachelor's of Science, Economics, Finance

Ben Rowse Ben Rowse Omaha, Nebraska Details
Ben Rowse's TD Ameritrade Experience July 2015 - Present
Job Analyst I, Project Portfolio Management at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   July 2015 - Present
TD Ameritrade   January 2015 - Present
TD Ameritrade   June 2014 - December 2014
SMITH HAYES Financial Services  February 2013 - December 2013
Sigma Phi Epsilon - NE Alpha   October 2012 - November 2013
State of Nebraska  August 2012 - December 2012
Sigma Phi Epsilon Fraternity  November 2011 - November 2012

Skills
Customer Service, Microsoft Excel, Microsoft Word, Financial Analysis, Teamwork, Budgets, Social Networking, Research, Tableau, Oracle SQL Developer, PostgreSQL, Excel Models, Business Intelligence, CA Clarity, Business Objects, SharePoint, Crystal Reports, Event Planning, Public Speaking

Education
University of Nebraska-Lincoln   2010 — 2014
Bachelor of Business Administration, Finance (Banking & Financial Institution Emphasis)

University of Oxford   2013 — 2013
Select Economic Studies

Norfolk Catholic High School   2006 — 2010

Brad Earley Brad Earley Omaha, Nebraska Details
Brad Earley's TD Ameritrade Experience May 2014 - Present
Job Financial Rep at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   May 2014 - Present
TD Ameritrade   May 2012 - May 2014
TD Ameritrade   November 2011 - May 2012
Bank of Nebraska  November 2010 - November 2011
OfficeMax Impress  November 2009 - November 2010
Cromer & Mabry, Attorneys   January 2001 - June 2005

Skills
Banking, Deposits, Filing, Fundraising, Branch Banking, Credit Cards, Customer Service, Teamwork, Cross Selling, Analysis, Sales, Process Improvement, Credit, Management, Process Scheduler, Series 7, Series 63, Investments

Education
University of Nebraska-Lincoln
Bachelor of Arts, History

Sara Andres Sara Andres Seattle, Washington Details
Sara Andres's TD Ameritrade Experience October 1997 - April 2012
Job Chief Compliance Officer at Capital One Investing
Industry Financial Services
Experience
Capital One Investing  August 2013 - Present
Ameritas Investment Corp.  May 2012 - July 2013
TD Ameritrade   October 1997 - April 2012

Education
University of Nebraska-Lincoln

Kenneth Wombacher Kenneth Wombacher Gretna, Nebraska Details
Kenneth Wombacher's TD Ameritrade Experience January 2008 - June 2015
Job Pastoral Intern at Gretna Community Church
Industry Religious Institutions
Experience
Gretna Community Church   July 2015 - Present
TD Ameritrade   January 2008 - June 2015
Edward Jones  March 2006 - August 2007
Hewlett-Packard (Formerly Compaq)   August 2000 - December 2005
Compaq (Formerly Inacom)   February 2000 - August 2000
Inacom  March 1994 - February 2000

Skills
Biblical Teaching, Preaching, Bible, Teaching, Public Speaking, Training, Creative Problem Solving, Team Leadership, Problem Management, Team Management, Business Process..., Reporting & Analysis, Motivation, Change Management, Sales, Customer Service, Series 7, Mutual Funds, Financial Services, Financial Advisory, Investments, Team Building, Portfolio Management, ETFs, Fixed Income, IRAs, Trading, Investment Strategies, Asset Allocation, Retirement Planning, Wealth Management, Securities, Stand-up Comedy, Hiring Personnel, Logistics, Uniform Combined State..., Account Management, Marketing, Series 66, Databases, Job Coaching, Door to Door, Job Aids, Iso 9000, Lean Thinking, Interviews, Purchasing, Accounts Payable

Education
University of Nebraska-Lincoln   1990 — 1992
Chemical Engineering

Hastings High School   1987 — 1990

Rick Wittstruck Rick Wittstruck Lincoln, Nebraska Details
Rick Wittstruck's TD Ameritrade Experience July 1997 - June 1999
Job Application Developer at State of Nebraska
Industry Government Administration
Experience
State of Nebraska  August 2008 - April 2015
TD Ameritrade   July 1997 - June 1999
U.S. Army Reserve   May 1986 - January 1992

Skills
Java, Databases, SQL, Database Design, C++, Trolltech Qt, Oracle, XML, Software Development, HTML, Web Services, Crystal Reports, Eclipse, Apache Ant, JUnit, Linux, Jenkins CI, C/C++ STL, JSP, Data Mining

Education
University of Nebraska-Lincoln   1988 — 1993
BS, Computer Science

Brenton Willoughby Brenton Willoughby Dallas/Fort Worth Area Details
Brenton Willoughby's TD Ameritrade Experience July 2014 - July 2015
Job Sr Analyst at Monitronics International
Industry Financial Services
Experience
Monitronics International  August 2015 - Present
TD Ameritrade   July 2014 - July 2015
TD Ameritrade   March 2013 - July 2014

Skills
Research, C++, Windows, Microsoft Office, Microsoft SQL Server, GIS, Spatial Analysis, Series 24, Series 7, Series 63, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, R, Mathematics

Education
University of Nebraska-Lincoln   2007 — 2011
Bachelor of Science (BS), Mathematics, Geography

joseph sercl joseph sercl Omaha, Nebraska Details
joseph sercl's TD Ameritrade Experience March 2015 - Present
Job Broker at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   March 2015 - Present
Union Bank & Trust  January 2014 - February 2015
Raymond Central High School   August 2012 - August 2014
Union Bank & Trust  September 2013 - January 2014
University of Nebraska–Lincoln  May 2008 - September 2013

Skills
Public Speaking, Teaching, Microsoft Office, PowerPoint, Research, Microsoft Word, Event Planning, Social Media, Microsoft Excel, Customer Service, Higher Education, Photoshop, Leadership, Time Management, Social Networking, Fundraising, Editing, Teamwork, Facebook, Nonprofits, Community Outreach, Data Analysis, Outlook, Data Entry

Education
University of Nebraska-Lincoln
Bachelor of Business Administration (BBA), Business Administration and Management, General, Graduate

Ryan Slattery Ryan Slattery Lincoln, Nebraska Details
Ryan Slattery's TD Ameritrade Experience June 2014 - Present
Job Financial Representative at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   June 2014 - Present
TD Ameritrade   February 2014 - May 2014
DM Bruce Associates   May 2013 - August 2013
SitStay.com   February 2012 - May 2013
Wireless Zone - Lincoln / Verizon Wireless Premium Retailer   September 2010 - May 2012
West Gate Bank  June 2011 - March 2012

Skills
Accounting, Sales, Customer Service, Spreadsheets, PowerPoint, Analysis, QuickBooks, Microsoft Excel, Microsoft Word, Access

Education
University of Nebraska-Lincoln   2010 — 2014
Bachelor of Science in Business Administration, Finance and Accounting, Junior

Jill McCormick Jill McCormick Peru, Nebraska Details
Jill McCormick's TD Ameritrade Experience 2011 - 2013
Job Director of Campus Services at Peru State College
Industry Facilities Services
Experience
Peru State College  2014 - Present
TD Ameritrade   2011 - 2013
TD Ameritrade   2008 - 2011
CBREMEGA   2002 - 2008

Skills
•Transaction Management, •Financial Forecasting..., •Real Estate..., •Lease Drafting &..., •Construction & Build..., •Strategic planning, •Risk Management, •New Business..., •Team Leadership &..., Management, Program Management, Process Improvement, Facilities Management, Leadership, Human Resources, Outsourcing, Real Estate, Property Management, Time Management, Marketing, Asset Management, Retail, Portfolio Management, Public Relations, Team Building, Contract Negotiation, Vendor Management

Education
University of Nebraska-Lincoln
Bachelor's degree, Consumer Sciences

Marissa Raymond Marissa Raymond Greater Denver Area Details
Marissa Raymond's TD Ameritrade Experience April 2010 - July 2010
Job Marketing Assistant at LW Survey
Industry Oil & Energy
Experience
LW Survey Company  September 2012 - Present
Integrated Printing Solutions  April 2011 - September 2012
Integrated Printing Solutions  July 2010 - April 2011
TD Ameritrade   April 2010 - July 2010
TD Ameritrade   February 2010 - June 2010

Skills
Account Management, Customer Service, Leadership, Marketing, Microsoft Office, Team Leadership, Social Media, Microsoft Excel, InDesign, Illustrator, Safety Culture, Marketing Strategy, Advertising, Outlook, Marketing Communications, Microsoft Word, Project Planning, Management, PowerPoint, Customer Satisfaction, Budgets, Analysis, Project Management, Strategic Planning, Team Building, Sales, Salesforce.com, Process Scheduler, Inventory Management, New Business Development, Negotiation, Human Resources, Business Development, Teamwork, Sales Management, Social Networking, Contract Management, Access, Social Media Marketing, B2B, Time Management, Process Improvement, Event Management, Recruiting, Operations Management, Retail, Supervisory Skills, CRM, Contract Negotiation, Training

Education
University of Nebraska-Lincoln   2005 — 2009
Bachelor of Science, Business Administration

Jack Lemke Jack Lemke Omaha, Nebraska Details
Jack Lemke's TD Ameritrade Experience April 2013 - Present
Job at
Industry Financial Services
Experience
TD Ameritrade   April 2013 - Present
Metro Credit Union  March 2011 - April 2013
Metro Credit Union  July 2010 - March 2011
Great Western Bank  October 2009 - June 2010
Tier One Bank   October 2009 - June 2010

Skills
Credit, Sales

Education
University of Nebraska-Lincoln
Bachelor of Arts (B.A.), History

Justin Klish Justin Klish Kansas City, Missouri Area Details
Justin Klish's TD Ameritrade Experience June 2008 - August 2008
Job Contract Analyst at Burns & McDonnell
Industry Accounting
Experience
Burns & McDonnell  July 2014 - Present
Mass. Electric Construction Co. a Subsidiary of Kiewit   October 2011 - July 2014
Mass. Electric Construction Co. a Subsidiary of Kiewit   August 2009 - July 2014
Mass. Electric Construction Co. a Subsidiary of Kiewit   October 2010 - October 2011
Mass. Electric Construction Co. a Subsidiary of Kiewit   August 2009 - October 2010
Union Pacific Railroad  August 2008 - December 2008
TD Ameritrade   June 2008 - August 2008
Wells Fargo  December 2007 - August 2008
First National Bank of Omaha  January 2005 - February 2006

Skills
Accounts Receivable, Microsoft Excel, Operations Management, PeopleSoft, SAP

Education
University of Nebraska-Lincoln   2005 — 2009
Bachelor of Science in Business Administration, Double Major in Finance and Marketing

Jeremy Siragusa Jeremy Siragusa Omaha, Nebraska Details
Jeremy Siragusa's TD Ameritrade Experience January 1998 - September 2005
Job Director, Brokerage Services at First National Bank / Branch Manager at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   June 2015 - Present
First National Bank of Omaha  August 2014 - Present
First National Investments & Planning   March 2010 - July 2014
Waddell & Reed  April 2006 - February 2010
QA3 Financial Corp  December 2005 - April 2006
TD Ameritrade   January 1998 - September 2005

Skills
Series 7, Series 63, Financial Services, Securities, Wealth Management, Risk Management, Investments, Portfolio Management, Strategic Planning, Retirement Planning, Asset Allocation, Relationship Management, Process Improvement, FINRA, Asset Managment, Strategic Financial..., Series 24, Team Building, Insurance, Equities, Series 65

Education
University of Nebraska-Lincoln

Casey Hauptman Casey Hauptman Greater Omaha Area Details
Casey Hauptman's TD Ameritrade Experience May 2013 - May 2014
Job Surgical Specialist at Zimmer
Industry Medical Devices
Experience
Zimmer  May 2014 - Present
TD Ameritrade   May 2013 - May 2014
Management Department at University of Nebraska-Lincoln   August 2012 - May 2013
New York Mets Organization   June 2011 - May 2012

Education
University of Nebraska-Lincoln   2011 — 2013
Master of Business Administration (M.B.A.), 3.89

University of Nebraska-Lincoln   2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General, 3.74

Nicholas Combs Nicholas Combs Greater Omaha Area Details
Nicholas Combs's TD Ameritrade Experience August 2015 - Present
Job New Client Development Group at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   August 2015 - Present
TD Ameritrade   March 2013 - Present
Bank of the West  September 2012 - March 2013

Skills
Banking, Loans, Credit, Commercial Banking, Credit Analysis, Commercial Lending, Retail Banking, Mortgage Lending, Small Business Lending, Consumer Lending, Portfolio Management, Credit Risk, Series 7, Series 63, Investments, Finance, Financial Services, Customer Service, Microsoft Office, Wealth Management, Risk Management, Mutual Funds, Securities, Financial Analysis, Sales, Equities, Leadership, Financial Planning, Retirement Planning, Insurance, Relationship Management, Asset Management, Loan Origination, Process Improvement, Financial Risk, Cross Selling

Education
University of Nebraska-Lincoln

University of Phoenix

Brandon Panasiuk Brandon Panasiuk Greater Omaha Area Details
Brandon Panasiuk's TD Ameritrade Experience August 2013 - Present
Job
Industry Management Consulting
Experience
TD Ameritrade   August 2013 - Present
CSG International  June 2012 - August 2013
CSG International  August 2011 - June 2012
CSG International  September 2009 - August 2011
OBI Creative  August 2007 - September 2009
Dagwoods Paper Company   April 2006 - August 2007
NAI FMA Realty  March 2004 - April 2006

Skills
Project Management, Customer Service, Social Media Marketing, Marketing Communications, Social Media, Business Analysis, New Business Development, Requirements Analysis, Business Requirements, MS Project, Key Account Management, Agile & Waterfall..., Software Project..., SDLC, Software Implementation..., Integration, Leadership, Software Documentation, Management

Education
University of Nebraska-Lincoln   1999 — 2004
Bachelor of Science (BS)

Rick Fleeman Rick Fleeman Greater Omaha Area Details
Rick Fleeman's TD Ameritrade Experience May 2015 - Present
Job Corporate Audit at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   May 2015 - Present
TD Ameritrade   2004 - April 2015
TD Ameritrade   2008 - 2010
TD Ameritrade   2006 - 2008

Skills
Series 7, Series 63, Series 24, FINRA, Securities, Settlement, Equities, Investments, Financial Services, Portfolio Management

Education
University of Nebraska-Lincoln   2000 — 2004
International Studies, Political Science, Economics, Humanities

Benjamin Hanssen Benjamin Hanssen Omaha, Nebraska Details
Benjamin Hanssen's TD Ameritrade Experience January 2015 - Present
Job TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   January 2015 - Present
Wells Fargo  September 2014 - January 2015
Wells Fargo  December 2013 - September 2014
Renaissance Financial  May 2011 - July 2013
Riverside Country Club  May 2001 - June 2011
Main St   February 2010 - May 2011

Skills
Estate Planning, Insurance, Wealth Management, Series 7, Asset Allocation, Investments, Strategic Financial..., Tax-advantaged..., Financial Advisory, Uniform Combined State..., Retirement

Education
University of Nebraska-Lincoln   2005 — 2010
Bachelor's degree, Marketing

Dianna Beulke Dianna Beulke Greater Omaha Area Details
Dianna Beulke's TD Ameritrade Experience November 2013 - Present
Job Application Development Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   November 2013 - Present
ACI Worldwide  December 2012 - November 2013
ACI Worldwide  September 2008 - December 2012
ACI Worldwide  May 2008 - September 2008
ACI Worldwide  November 1997 - May 2008

Skills
Business Analysis, Leadership, Enterprise Software, Project Management, SaaS, Salesforce.com, Product Management, Team Leadership, Training, Unix, C++, Payment Systems, Budget Process, Strategic Planning, Mentoring, Software Development, SDLC, Requirements Analysis, Software Project..., Management, Business Development, Business Intelligence, CRM, Integration, Cloud Computing, Start-ups, Strategy, Vendor Management

Education
University of Nebraska-Lincoln   1976 — 1980
B.A. Business, Marketing

Kurt Halvorson Kurt Halvorson Greater Omaha Area Details
Kurt Halvorson's TD Ameritrade Experience 1987 - 2005
Job President, Imprimis, LLC
Industry Financial Services
Experience
Imprimis, LLC   September 2005 - Present
TD Ameritrade   1987 - 2005
Deloitte  January 1984 - August 1987

Skills
Managerial Finance, Accounting, Portfolio Management, Strategic Financial..., Financial Services, Process Improvement, Coaching, Insurance, Finance, Investments, Strategic Planning, Risk Management, Series 63, Financial Analysis, Series 7, Asset Management, Banking, Microsoft Excel, Management, Securities, Performance Management, FINRA, Strategy, Financial Reporting, Leadership, Sarbanes-Oxley Act, Mergers & Acquisitions

Education
University of Pennsylvania - The Wharton School   1998 — 2000
Securities Industry Institute

University of Nebraska-Lincoln   1980 — 1983
BSBA, Accounting

Rod Longacre Rod Longacre Omaha, Nebraska Details
Rod Longacre's TD Ameritrade Experience August 1999 - September 2005
Job at
Industry Government Administration
Experience
United States Postal Service  February 2006 - Present
TD Ameritrade   August 1999 - September 2005

Education
University of Nebraska-Lincoln
Bachelor of Business Administration (B.B.A.), Finance, General

Noran J. Knobbe Noran J. Knobbe Greater Omaha Area Details
Noran J. Knobbe's TD Ameritrade Experience August 2011 - Present
Job Director, TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   August 2011 - Present
TD Ameritrade   September 2009 - August 2011
TD Ameritrade   January 2006 - September 2009
TD Ameritrade   December 1994 - January 2006
PaineWebber  September 1991 - December 1994

Skills
Research, Budgets, Negotiation, Team Building, Teamwork, Sales, Management, Team Leadership, Sales Management, Leadership Development, Customer Service, Series 63, Investments, FINRA, Series 7, Leadership, Wealth Management, Securities, Equities, Series 24, Mutual Funds, Risk Management, Financial Services

Education
University of Nebraska-Lincoln   1985 — 1989
Bachelor of Business Administration (B.B.A.), Business Administration and Management

Chris Wittrig Chris Wittrig Greater Omaha Area Details
Chris Wittrig's TD Ameritrade Experience October 2004 - June 2012
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  September 2014 - Present
BancWest Investment Services  December 2013 - September 2014
Wells Fargo Advisors  June 2012 - December 2013
TD Ameritrade   October 2004 - June 2012

Skills
Investments, Financial Advisory, Retirement Planning, Financial Services, Risk Management

Education
University of Nebraska-Lincoln   1998 — 2004
Bachelor of Science (B.S.), Economics

Watertown High school   1994 — 1998

Evan Krska Evan Krska Greater Omaha Area Details
Evan Krska's TD Ameritrade Experience April 2014 - Present
Job
Industry Investment Management
Experience
TD Ameritrade   April 2014 - Present
Millard West High School  January 2014 - May 2015

Skills
Microsoft Office, Investments, Microsoft Word, Sales

Education
University of Nebraska-Lincoln   2011 — 2015
Bachelor's degree, Economics

Rachael Dvorak Rachael Dvorak Omaha, Nebraska Details
Rachael Dvorak's TD Ameritrade Experience June 2013 - August 2013
Job Marketing and Transaction Coordinator at NP Dodge Real Estate
Industry Real Estate
Experience
NP Dodge Real Estate  April 2015 - Present
Bank of the West  August 2014 - April 2015
TD Ameritrade   June 2013 - August 2013
Lincoln Journal Star  October 2012 - May 2013

Skills
Customer Service, Customer Interaction, Organization, Highly detail oriented, Communication, Patience, Works well in a team, Microsoft Word

Education
University of Nebraska-Lincoln   2010 — 2014
Bachelor of Science (BS), Finance

Michaela Brown Michaela Brown Greater Omaha Area Details
Michaela Brown's TD Ameritrade Experience May 2008 - August 2008
Job Founder & Director at World Essence Travel
Industry Leisure, Travel & Tourism
Experience
World Essence Travel   March 2015 - Present
Willka T'ika   September 2014 - August 2015
Intrax Global Internships   May 2013 - September 2014
Intrax Global Internships   August 2012 - May 2013
All Out Africa   January 2012 - August 2012
Intrax Global Internships   July 2010 - October 2011
Intrax Global Internships   September 2009 - October 2009
Bailey Lauerman  March 2009 - August 2009
TD Ameritrade   May 2008 - August 2008

Skills
Leadership, Nonprofits, Intercultural..., Program Development, Training, Social Media, Social Networking, Event Planning, Volunteer Management, Community Outreach, Project Management, Program Management, Fundraising, Workshop Facilitation, Public Speaking, Customer Service, Public Relations, Content Management, Content Writing, Web Content Management, Content Development, Email Marketing, Entrepreneurship, Marketing Communications, Staff Development

Education
University of Nebraska-Lincoln   2005 — 2009
Bachelors, Advertising, minors in English and ethnic studies

Donald Stanley Donald Stanley Greater Omaha Area Details
Donald Stanley's TD Ameritrade Experience September 2007 - September 2012
Job CRPC®
Industry Investment Management
Experience
Fidelity Investments  September 2014 - Present
Waddell & Reed  September 2012 - September 2014
TD Ameritrade   September 2007 - September 2012

Education
University of Nebraska-Lincoln   2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Katherine Rasmussen Katherine Rasmussen Greater Omaha Area Details
Katherine Rasmussen's TD Ameritrade Experience November 2013 - Present
Job
Industry Banking
Experience
TD Ameritrade   November 2013 - Present
Bank of the West  August 2008 - November 2013
Baird Holm LLP  February 1998 - December 2006

Skills
Customer Service, Strategic Planning, Microsoft Excel, Financial Analysis, Microsoft Office, Paralegals, UCC filings, Financial Services, Litigation, Westlaw, Legal Writing, Lexis, Bankruptcy, Research, Corporate Law, Legal Documents, Creditors' Rights, PACER, Document Review, Due Diligence, Notary Public, Banking Law, Estate Administration, Secured Transactions, USA PATRIOT Act, Legal Compliance, Legal Research, Real Estate, Litigation Support, OFAC, Filing, Trials, Bank Secrecy Act, Dodd-Frank, Wordperfect, Securities Regulation, Privacy Law, Loan Documents, Financial Regulation, Anti Money Laundering, LexisNexis

Education
University of Nebraska-Lincoln   1977 — 1981
BS, Criminial Justice - Sociology

University of Nebraska-Lincoln   1977 — 1981
Bachelor of Science (B.S.), Criminal Justice/Sociology

Melissa Gray Melissa Gray Dallas/Fort Worth Area Details
Melissa Gray's TD Ameritrade Experience June 2010 - October 2010
Job PR Specialist / Copywriter
Industry Public Relations and Communications
Experience
Freelance  May 2015 - Present
Sethi Petroleum LLC.  April 2014 - May 2015
Robertson & Markowitz Advertising and Public Relations, Inc. / Robmark Web   November 2012 - March 2014
University of Nebraska at Omaha  November 2011 - August 2012
Cox Communications  November 2010 - November 2011
TD Ameritrade   June 2010 - October 2010
MTV Networks / Logo  March 2010 - June 2010
Vision Maker Media  September 2009 - May 2010
VH1  June 2009 - August 2009

Skills
Advertising, Public Relations, Copywriting, Social Media, Press Releases, Facebook, Media Relations, Public Affairs, Publicity, Strategic Communications, Corporate Communications, Customer Service, Leadership, Microsoft Office, PowerPoint, Public Speaking, Event Planning, Social Networking, Social Media Marketing, Event Management, Microsoft Word, Nonprofits, Marketing, Microsoft Excel, Editing, Community Outreach, Research

Education
University of Nebraska-Lincoln   2006 — 2010
Bachelor's Degree, Public Relations, Advertising, and Applied Communication

del reibold del reibold Greater Omaha Area Details
del reibold's TD Ameritrade Experience November 2009 - September 2014
Job Project Director at Musick Construction Co
Industry Financial Services
Experience
Musick Construction Co   November 2014 - Present
Shamrock Development Company   September 2014 - November 2014
TD Ameritrade   November 2009 - September 2014
Self Employed On-site Construction Project Manager   January 1996 - December 2008

Skills
Contract Negotiation, Construction, Process Scheduler, Budgets, Contract Management, Project Planning, Negotiation, Project Management, Program Management, Team Leadership, Construction Management, Project Estimation, Proposal Writing, Management, Leadership, Value Engineering, Risk Management, MS Project, New Business Development

Education
University of Nebraska-Lincoln   1980 — 1985
B.S., Construction Engineering

Ashlie Campbell Ashlie Campbell Greater Omaha Area Details
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

Jonathan Kousgaard Jonathan Kousgaard Greater Omaha Area Details
Jonathan Kousgaard's TD Ameritrade Experience March 2011 - November 2011
Job Financial Specialist II
Industry Financial Services
Experience
ConAgra Foods  June 2012 - Present
Staples  January 2012 - May 2012
Bellevue Public Schools  February 2010 - March 2012
TD Ameritrade   March 2011 - November 2011
Seldin Company  May 2009 - August 2009
Kroger  June 2006 - August 2008
University of Nebraksa - Lincoln   January 2006 - May 2007

Skills
Microsoft Office, 10 Key, Cash Handling, Customer Service, PowerPoint, Management, Microsoft Excel, Leadership, Microsoft Word, Public Speaking, Social Media, Sales, Time Management, SAP, Analytical Skills

Education
University of Nebraska-Lincoln   2005 — 2009
Bachelors of Science, Finance

Bellevue East High School   2000 — 2005
High School Diploma

chris samson chris samson San Diego, California Details
chris samson's TD Ameritrade Experience April 2011 - Present
Job Investment Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   April 2011 - Present
Renaissance Financial  August 2010 - May 2011

Education
University of Nebraska-Lincoln   2007 — 2010
Bachelors, Finance

Kristen Schilling Kristen Schilling Greater Denver Area Details
Kristen Schilling's TD Ameritrade Experience June 2014 - August 2014
Job Sr Service Associate at OppenheimerFunds
Industry Human Resources
Experience
OppenheimerFunds  March 2015 - September 2015
TD Ameritrade   June 2014 - August 2014
Walt Disney World  August 2013 - January 2014

Skills
Human Resources

Education
University of Nebraska-Lincoln   2010 — 2014
Bachelor of Business Administration (B.B.A.), Business Management/ Human Resources

Felix Davidson Felix Davidson Lincoln, Nebraska Details
Felix Davidson's TD Ameritrade Experience January 2007 - February 2015
Job Chief Operating Officer, State of Nebraska
Industry Government Administration
Experience
State of Nebraska  February 2015 - Present
TD Ameritrade   January 2007 - February 2015
The Options Clearing Corporation (OCC)   January 2013 - January 2015
TD Ameritrade   January 2002 - January 2007
TD Ameritrade   January 1998 - January 2002
U.S. Marine Corps   1992 - 1998

Skills
Alternative Investments, Asset Management, Accounting, Call Centers, Business Analysis, Change Management, Corporate Actions, Credit Risk, Credit, Equities, FINRA, Financial Services, Fixed Income, Integration, Internal Controls, Investment Advisory, Investments, Leadership, Management, Middle Office, Mutual Funds, Operational Risk..., Options, Policy, Portfolio Management, Process Improvement, Product Development, Project Management, Relationship Management, Retirement, Sales, Securities, Series 24, Series 7, Settlement, Strategic Financial..., Strategic Partnerships, Time Management, Strategy, Trading, Vendor Management, Risk Management, Series 63

Education
Univ. of Chicago Booth School of Bus.   2013 — 2013
Executive Education, Advanced Strategy

University of Nebraska-Lincoln   1988 — 1992

Jason Merritt Jason Merritt Lincoln, Nebraska Area Details
Jason Merritt's TD Ameritrade Experience September 1999 - June 2001
Job Account Executive at Haberfeld Associates
Industry Banking
Experience
Haberfeld Associates  June 2014 - Present
Union Bank & Trust  February 2013 - April 2014
Bankers' Bank of the West  October 2010 - February 2013
FNBO  October 2006 - October 2010
Frost Bank  June 2001 - October 2006
TD Ameritrade   September 1999 - June 2001

Education
University of Nebraska-Lincoln   1995 — 1999
Finance, Finance, General

East High School

Nicky Yager (work) Nicky Yager (work) Greater Omaha Area Details
Nicky Yager (work)'s TD Ameritrade Experience 1998 - 2000
Job Operations Manager at Manarin Investment Counsel
Industry Financial Services
Experience
Manarin Investment Counsel   July 2015 - Present
Manarin Investment Counsel   May 2014 - July 2015
Wells Fargo Advisors  November 2012 - January 2014
Merrill Lynch  2012 - 2012
BancWest Investment Services  March 2006 - December 2010
A.G. Edwards   April 2003 - February 2006
TIG Capital Securities   April 2001 - April 2003
TD Ameritrade   1998 - 2000
Merrill Lynch  January 1996 - June 1998

Skills
Mutual Funds, Securities, Series 7, Strategic Financial..., Series 63, Trading, Series 24, Series 10

Education
University of Nebraska-Lincoln   1986 — 1991
BA, Political Science

Papillion-LaVista High School

Doug Belsaas Doug Belsaas Greater Omaha Area Details
Doug Belsaas's TD Ameritrade Experience 1999 - 2000
Job Regional Manager of Project Management at DataBank IMX
Industry Computer Software
Experience
DataBank IMX  January 2015 - Present
DataBank IMX  August 2012 - December 2014
Catholic Health Initiatives  November 2011 - August 2012
Mutual of Omaha  December 2010 - November 2011
Fiserv  May 2007 - November 2010
TAG, A Perot Systems Company   2001 - 2007
TD Ameritrade   1999 - 2000

Skills
Strategic Planning, Business Process, Requirements Gathering, Requirements Analysis, Requirements Management, Requirements..., System Requirements, Usability Testing, User Acceptance Testing, Stakeholder Engagement, Stakeholder Management, Software Project..., Process Improvement, Risk Analysis, Risk Management, Management, Business Development, Business Analysis, CRM, Visio, Business Process..., Vendor Management, Project Management, Agile Methodologies

Education
University of Nebraska-Lincoln   1994 — 1998
Bachelor of Science, Exercise Physiology

Bellevue East HS

Christopher Voorhees Christopher Voorhees Greater Omaha Area Details
Christopher Voorhees's TD Ameritrade Experience April 2007 - April 2011
Job Trading Specialist at NorthStar Financial Services Group, LLC
Industry Financial Services
Experience
NorthStar Financial Services Group, LLC  June 2011 - Present
TD Ameritrade   April 2007 - April 2011
TD Ameritrade   January 2004 - April 2007

Education
University of Wisconsin-Madison   1993 — 1994
M.A., Political Economy

University of Nebraska-Lincoln   1987 — 1991
B.A., Political Science

Robert Vacek Robert Vacek Omaha, Nebraska Details
Robert Vacek's TD Ameritrade Experience December 2012 - Present
Job Government Reporting Analyst at TD Ameritrade
Industry Accounting
Experience
TD Ameritrade   December 2012 - Present

Education
University of Nebraska-Lincoln   2007 — 2011
Bachlor of Science in Business Administration, Accounting and Finance

Creighton Preparatory High School   2004 — 2007

Nate Theisen Nate Theisen Omaha, Nebraska Details
Nate Theisen's TD Ameritrade Experience March 2014 - Present
Job Trading Operations Analyst at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   March 2014 - Present
TD Ameritrade   August 2011 - March 2014
TD Ameritrade   August 2010 - August 2011
TD Ameritrade   June 2010 - August 2010
University of Nebraska Athletics   May 2005 - May 2010

Skills
Series 7, Series 63, Equities, Investments, Uniform Combined State..., Analysis, Financial Analysis, Microsoft Office, Licensing, Portfolio Management, Outlook, Call Center, Trading, Public Speaking, Microsoft Excel, PowerPoint, Risk Management, Customer Service, Mutual Funds, Securities, Management, Options

Education
University of Nebraska-Lincoln   2009 — 2011
MBA, Finance

University of Nebraska-Lincoln   2005 — 2008
BA, Economics

Jerry Sharkey Jerry Sharkey San Francisco Bay Area Details
Jerry Sharkey's TD Ameritrade Experience January 2010 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   January 2010 - Present
Renaissance Financial  June 2009 - November 2009
Co-operative Insurance Society   July 2008 - October 2008

Skills
Series 7, Investments, Mutual Funds, Retirement Planning, Finance, Wealth Management, Series 63, Asset Allocation, Portfolio Management, Securities

Education
University of Nebraska-Lincoln   2003 — 2008
Bachelor of Science in Business Administration, Finance

Jonathan Eggers Jonathan Eggers Papillion, Nebraska Details
Jonathan Eggers's TD Ameritrade Experience September 2005 - November 2011
Job Customer Relations, HR, and Marketing
Industry Human Resources
Experience
YoungWilliams   September 2014 - Present
Dex One  2012 - 2013
TD Ameritrade   September 2005 - November 2011

Skills
Marketing, Marketing Strategy, Advertising, Social Media Marketing, Social Media, Customer Service, Integrated Marketing, Marketing Communications, Online Advertising, Digital Marketing

Education
University of Nebraska-Lincoln   1996 — 2001
Bachelor of Science (BS), Physical Education Teaching and Coaching

Robert (Trip) Duden Robert (Trip) Duden Owensboro, Kentucky Area Details
Robert (Trip) Duden's TD Ameritrade Experience April 2014 - August 2014
Job Associate Merchandiser at Gavilon Group, LLC
Industry Financial Services
Experience
Gavilon Group, LLC  May 2015 - Present
TD Ameritrade   April 2014 - August 2014
Union Bank & Trust  November 2013 - April 2014
Lambda Chi Alpha Fraternity, Inc.   January 2013 - January 2014
El Potrero Mexican Restaurant   April 2013 - November 2013
Lambda Chi Alpha Fraternity, Inc.   January 2012 - January 2013

Skills
Finance, Economics, Accounting, Customer Service, Financial Analysis, Analysis, Banking, Leadership, Financial Reporting, Microsoft Excel, Access, Data Analysis, Budgets

Education
University of Nebraska-Lincoln   2011 — 2015
Bachelor of Science (BS), Finance and Economics Majors

Dan Prekker Dan Prekker Greater Omaha Area Details
Dan Prekker's TD Ameritrade Experience October 2012 - Present
Job Senior Consultant, Software Development at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   October 2012 - Present
Coventry Health Care  February 2011 - October 2012
Henry Elliott & Company, Inc   January 2011 - February 2011
TD Ameritrade   January 1996 - January 2011

Skills
Linux, Java, Unix, Shell Scripting, SOA, Cache Object Script, Intersystems Cache, Intersystems Ensemble, Software Development, Agile Methodologies, Visual Basic, C, Windows, SDLC, System Administration, Databases, Enterprise Architecture, Integration, Requirements Analysis, Visio

Education
University of Nebraska-Lincoln   1993 — 1996
Bachelor of Science (BS), Management Information Systems, General

Gregg Travitz Gregg Travitz Dallas/Fort Worth Area Details
Gregg Travitz's TD Ameritrade Experience September 2012 - Present
Job Risk Management at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   September 2012 - Present

Skills
Series 7, Series 63, Series 24, FINRA, Securities, Financial Services, Trading, Risk Management, Options, Uniform Combined State..., Customer Service, Management, Portfolio Management, Mutual Funds, Investments, Strategic Financial..., Wealth Management, KYC, Retirement Planning, Equities, Team Building, Relationship Management, Asset Allocation, Call Centers, Change Management, Asset Management, ETFs, Financial Planning, Fixed Income, Investment Advisory, Investment Strategies

Education
The University of Texas at Arlington—College of Business   2008 — 2009
MBA

University of Nebraska-Lincoln   1992 — 1997
BS, Finance

Charles Upchurch Charles Upchurch Greater Omaha Area Details
Charles Upchurch's TD Ameritrade Experience October 2012 - Present
Job Director Asset Management Operations at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   October 2012 - Present
TD Ameritrade   February 2008 - October 2012
TD Ameritrade   May 2005 - February 2008
TD Ameritrade   April 1999 - May 2005
TD Ameritrade   February 1997 - April 1999

Skills
Series 7, Series 63, Series 24, Mutual Funds, Securities, Equities, ETFs, Investments, Options, Financial Services, Back Office, Relationship Management, Corporate Actions, Trading, Financial Markets, Investment Management, Wealth Management, FINRA, Fixed Income, Trading Systems, Bonds, Investment Advisory, Alternative Investments, Portfolio Management, Asset Allocation, Hedge Funds, Derivatives, Electronic Trading, Asset Management, Bloomberg, Equity Trading, Financial Risk, Capital Markets, AML, Settlement, Risk Management, Prime Brokerage, Strategic Financial...

Education
University of Nebraska-Lincoln   1991 — 1996
BA, Economics

Bryan Bestwick Bryan Bestwick San Diego, California Details
Bryan Bestwick's TD Ameritrade Experience September 1999 - December 2003
Job Currently trying to transition into the defense industry.
Industry Information Technology and Services
Experience
Deutsche Bank  September 2013 - April 2015
Barclays  April 2009 - September 2013
Broadridge Financial Solutions, Inc.   April 2006 - April 2009
Thomson Reuters  December 2003 - October 2005
TD Ameritrade   September 1999 - December 2003

Skills
Business Analysis, Equities, Derivatives, Risk Management, Fixed Income, Project Management, Capital Markets, Options, Requirements Analysis, Product Management, Trading Systems, Equity Derivatives, SDLC, Process Improvement, Securities, User Acceptance Testing, Integration, Investment Banking, Analysis, Business Process..., Trading, Equity Trading, Structured Products, Mentoring, Risk, SOX, Customer Relations, Business Process, Requirements Gathering, PL/SQL, T-SQL, Unix, Powershell, Visio, Eclipse, Tortoise SVN

Education
University of Nebraska-Lincoln   1993 — 1999
Bachelors, Exercise Science

L'istituto Michelangelo   1997 — 1998
Minor, Italian Language and Literature, 3.5

Mark Dietz Mark Dietz United States Details
Mark Dietz's TD Ameritrade Experience November 2011 - June 2012
Job Staff Software Engineer at LinkedIn
Industry Computer Software
Experience
LinkedIn  August 2014 - Present
Bizo  June 2012 - August 2014
TD Ameritrade   November 2011 - June 2012
PayFlex  September 2008 - November 2011
Honeywell  June 2003 - September 2008

Skills
Software Development, SQL, Agile Methodologies, XML, Linux, Java, Eclipse, Software Engineering, Amazon Web Services..., JavaScript, Management, Algorithms, Scala, Python, jQuery

Education
University of Nebraska-Lincoln   1999 — 2003

Lisa Cudley Lisa Cudley Greater Omaha Area Details
Lisa Cudley's TD Ameritrade Experience March 2013 - Present
Job Manager, Trader Marketing Analytics at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   March 2013 - Present
TD Ameritrade   July 2010 - March 2013
TD Ameritrade   October 2007 - July 2010
The Gallup Organization  1986 - 2007

Skills
Analytics, Data Analysis, SAS, Business Analysis, Segmentation, Portfolio Management, Competitive Analysis, Financial Services, Management Consulting, Analysis, Business Intelligence, SDLC, Requirements Gathering, Statistical Modeling, Data Warehousing, Financial Analysis, Visio, Strategy, Data Mining, Risk Management, SQL, Quantitative Analytics, Market Research, Program Management, Vendor Management, CRM, Management, Leadership, Process Improvement

Education
University of Nebraska-Lincoln   1982 — 1987

Jeff Paiz Jeff Paiz Greater Omaha Area Details
Jeff Paiz's TD Ameritrade Experience June 2009 - July 2013
Job Director, Supervision Securities America
Industry Financial Services
Experience
Securities America Inc.  July 2015 - Present
Securities America  August 2013 - Present
TD Ameritrade   June 2009 - July 2013
TD Ameritrade   September 2007 - May 2009
TD Ameritrade   February 2007 - September 2007
TD Ameritrade   January 2006 - February 2007

Skills
Program Management, Series 7, Securities, Series 63, Financial Services, Options, Project Management, Integration, Mutual Funds, Operations Management, Business Development, Risk Management, FINRA, Portfolio Management, Wealth Management, Relationship Management, Series 24, Series 3, Uniform Combined State..., Trading, Training, Equities, Series 4, Series 66

Education
University of Nebraska-Lincoln   1991 — 1995

Donna Kush Donna Kush Greater Omaha Area Details
Donna Kush's TD Ameritrade Experience August 1999 - March 2007
Job Vice President Public Affairs, Northern Region at Union Pacific Railroad
Industry Government Relations
Experience
Union Pacific Railroad  April 2013 - Present
Union Pacific  May 2008 - April 2013
Kush Communications   March 2007 - April 2008
TD Ameritrade   August 1999 - March 2007
The Nebraska Medical Center  1996 - 1999

Skills
Strategic Communications, Media Relations, Corporate Communications, Integrated Marketing, Internal Communications, Strategy, Marketing Communications, Public Relations, Marketing, Advertising, Brand Management, Strategic Planning, Management, Program Management, Community Development, Budgets, Reputation Management, Market Planning, Project Planning, Policy

Education
University of Nebraska-Lincoln   1996 — 1998
Masters, Journalism & Mass Communications

University of Nebraska-Lincoln   1987 — 1991
Bachelors, Journalism & Mass Communications

Chad Greenway Chad Greenway Greater Omaha Area Details
Chad Greenway's TD Ameritrade Experience June 2014 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   June 2014 - Present
TD Ameritrade   August 2013 - May 2014
TD Ameritrade   January 2011 - August 2013
TD Ameritrade   June 2007 - December 2010
TD Ameritrade   January 2006 - May 2007
TD Ameritrade   November 2004 - December 2005

Skills
Series 7, Series 63, Financial Services, Securities, FINRA, Equities, 401k, Securities Fraud, Relationship Management, Trading, Series 66, AML, Fraud Detection, Sales, Lean Transformation, Salesforce.com, Investment Advisory, Retirement Planning

Education
University of Nebraska-Lincoln   2000 — 2004
Bachelor of Arts (BA), Communication Studies

Jeff Bornhoft Jeff Bornhoft Omaha, Nebraska Details
Jeff Bornhoft's TD Ameritrade Experience April 2014 - Present
Job Retail Supervision Principal, Retail Supervision & Controls at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   April 2014 - Present
TD Ameritrade   2008 - April 2014
TD Ameritrade   January 2006 - January 2008

Skills
Risk Management, Supervision, Securities, Fraud, Financial Services, Series 7, FINRA, Financial Risk, Regulatory Compliance

Education
University of Nebraska-Lincoln   1997 — 2002
Bachelor of Science (BS), Business Administration

University of Nebraska-Lincoln

Daniel Truckenmiller Daniel Truckenmiller Omaha, Nebraska Details
Daniel Truckenmiller's TD Ameritrade Experience August 2011 - Present
Job Senior Resource Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   August 2011 - Present

Skills
Investments, Equities, Financial Analysis, Sales, Series 63

Education
University of Nebraska-Lincoln   2002 — 2006
BA, History

Jeanie Rink Jeanie Rink Houston, Texas Area Details
Jeanie Rink's TD Ameritrade Experience 2006 - 2007
Job .
Industry Accounting
Experience
RealFoundations  January 2012 - Present
Addison Search  June 2011 - January 2012
Hines Interest  June 2007 - June 2011
TD Ameritrade   2006 - 2007
Deloitte  2004 - 2006
Katy ISD  August 1994 - July 1999

Skills
Accounting, Data Analysis

Education
University of Nebraska-Lincoln
Bachelor of Science, Secondary Eduacation, Mathematics

University of Nebraska-Lincoln
Masters, Accounting

Joseph Herold Joseph Herold Greater Omaha Area Details
Joseph Herold's TD Ameritrade Experience November 1997 - October 2000
Job Account Consultant at Vantiv Merchant Processing
Industry Financial Services
Experience
Vantiv  May 2014 - Present
Vantiv  May 2014 - Present
SolutionOne  October 2013 - May 2014
Dex, an R.H. Donnelley Company   January 2003 - October 2013
AT&T  October 2000 - December 2002
TD Ameritrade   November 1997 - October 2000

Skills
New Business Development, Lead Generation, Sales, Sales Management, Selling, Leadership, Management, Advertising, Sales Process, Customer Service, Account Management, Small Business, Business Development, Microsoft Office, Project Management, Process Improvement, Salesforce.com, Cold Calling, Marketing Strategy, CRM, Direct Sales, Strategy

Education
University of Nebraska-Lincoln   1988 — 1992
Bacherlor of Science, Finance

Michael. Goltl Michael. Goltl Greater Omaha Area Details
Michael. Goltl's TD Ameritrade Experience December 1997 - Present
Job Sr Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   December 1997 - Present

Skills
Series 63, Series 24, Securities, Series 7, Risk Management, FINRA, Investments, Equities

Education
University of Nebraska-Lincoln
b.a., business

Kim Herrold Kim Herrold Greater Omaha Area Details
Kim Herrold's TD Ameritrade Experience May 2014 - Present
Job Enterprise Business Analyst at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade   May 2014 - Present
TD Ameritrade   January 2011 - May 2014
TD Ameritrade   March 2007 - January 2011
TD Ameritrade   February 1996 - March 2007
TD Ameritrade   July 1993 - February 1996
Union Bank & Trust  January 1991 - July 1993

Skills
Mutual Funds, Business Analysis, Financial Analysis, Requirements Gathering, SDLC, Analysis, Process Improvement, Series 7, Business Requirements, User Acceptance Testing, Requirements Analysis, Financial Services, Quality Assurance, Back Office, Vendor Management, Portfolio Management, Risk Management, Waterfall, Trading, Visio, Trading Systems, Enterprise Architecture, Integration, Software Project..., Peer Mentoring, Elicitation, Traceability, Options, Series 63, Equities, Databases, Fixed Income, Project Portfolio..., Electronic Trading, Systems Analysis, Corporate Actions, Financial Markets

Education
University of Nebraska-Lincoln   1986 — 1991
Bachelors, Business/Finance

Jill Keller Jill Keller Greater Omaha Area Details
Jill Keller's TD Ameritrade Experience
Job Mutual Fund Analyst at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade  

Skills
Series 63, Securities, Wealth Management

Education
University of Nebraska-Lincoln   1989 — 1993

Karl Kohrt Karl Kohrt Dallas/Fort Worth Area Details
Karl Kohrt's TD Ameritrade Experience March 1999 - July 2000
Job Director, Applications & Data Support at Envestnet | Placemark
Industry Financial Services
Experience
Envestnet Placemark   January 2007 - Present
The DHS Club   March 2002 - April 2006
Startouch International - ESA   July 2000 - March 2002
TD Ameritrade   March 1999 - July 2000

Skills
XML, SQL, Databases, Shell Scripting, Perl, Microsoft Office, Linux, Oracle, Oracle PL/SQL..., Database Design, Performance Tuning, Unix, Data Analysis, Business Analysis, Troubleshooting, Research, Testing, Problem Solving, Team Leadership, Customer Service, Budgeting, Negotiation, Programming, JavaScript, HTML, CSS, CVS, Excel, Access, TCL

Education
University of Nebraska-Lincoln   1980 — 1986
BS, Computer Science

Robin Hawley Robin Hawley Worland, Wyoming Details
Robin Hawley's TD Ameritrade Experience May 2008 - October 2008
Job Insurance Agent
Industry Financial Services
Experience
Wyoming Financial Insurance, Inc.   March 2014 - Present
Bw Insurance Agency Inc   August 2012 - March 2014
Y  October 2007 - January 2014
BancWest Investment Services  June 2011 - August 2012
Legent Clearing  November 2008 - June 2011
X  April 2008 - January 2010
TD Ameritrade   May 2008 - October 2008
Ameritrade  May 2003 - May 2008
Ameritrade  May 1999 - May 2003
Bancorp Investment Group   November 1993 - May 1995

Skills
Series 7, Series 63, Insurance

Education
University of Nebraska-Lincoln   1981 — 1985
Bachelor, Business/Finance

Neal Nuttbrock Neal Nuttbrock San Francisco, California Details
Neal Nuttbrock's TD Ameritrade Experience April 2006 - December 2007
Job Experienced Broker/Dealer Investment Professional
Industry Financial Services
Experience
Ameritas Investment Corp. Member FINRA/SIPC   December 2007 - February 2011
TD Ameritrade   April 2006 - December 2007
Pinnacle Airlines Corp.  2002 - 2006
Lincoln Benefit Life  1997 - 2002

Skills
Series 7, Series 24, Series 63, Compliance, Securities, Mutual Funds, Investments, Alternative Investments, Retirement Planning, Investment Advisory, FINRA, Portfolio Management, Equities, Risk Management, Wealth Management, Strategic Financial..., Investment Strategies, Uniform Combined State..., Asset Managment, Insurance, Financial Services, Life Insurance, Bonds, Fixed Annuities, Retirement, ETFs

Education
University of Nebraska-Lincoln

James Vihstadt James Vihstadt Greater Omaha Area Details
James Vihstadt's TD Ameritrade Experience August 1998 - Present
Job attorney at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   August 1998 - Present

Education
University of Nebraska-Lincoln

Bryce Engel Bryce Engel Dallas/Fort Worth Area Details
Bryce Engel's TD Ameritrade Experience April 1996 - November 2008
Job Chief Officer PTL LLC
Industry Financial Services
Experience
PTL LLC   August 2013 - Present
Penson Worldwide, Inc  April 2009 - November 2013
TD Ameritrade   April 1996 - November 2008

Education
University of Nebraska-Lincoln   1990 — 1996
Business, Finanace/management

Brendan Kelly, CRPC Brendan Kelly, CRPC Greater Omaha Area Details
Brendan Kelly, CRPC's TD Ameritrade Experience June 2014 - Present
Job Sr. Specialist, Lean Transformation at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   June 2014 - Present
TD Ameritrade   March 2013 - June 2014
TD Ameritrade   May 2010 - March 2013
Applied Underwriters  January 2009 - January 2010
PC Connection  May 2006 - January 2007
UNL  2004 - 2006

Skills
Financial Services, Series 7, Sales, Retirement Planning, Retirement, Salesforce.com, Lead Generation, Account Management, Business Development, Insurance, Investments, Financial Advisory, CRM

Education
University of Nebraska-Lincoln   2002 — 2006
BSBA, Marketing

Christopher Whited Christopher Whited Greater Omaha Area Details
Christopher Whited's TD Ameritrade Experience December 1997 - April 2001
Job Life Claims at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group  July 2011 - Present
Lincoln Financial Group  May 2001 - April 2012
TD Ameritrade   December 1997 - April 2001

Skills
Employee Benefits, Claim, Finance, Management, Project Management, Customer Service, Insurance, Risk Management, Leadership, Process Improvement, Analysis, Call Centers, Life Insurance

Education
University of Nebraska-Lincoln   1990 — 1995
Bachelors, Business

Jason Lehotay Jason Lehotay Greater Omaha Area Details
Jason Lehotay's TD Ameritrade Experience July 2010 - Present
Job Institutional Plan Execution Mngr
Industry Financial Services
Experience
TD Ameritrade   July 2010 - Present

Education
University of Nebraska-Lincoln   1997 — 2000
BS, Finance

Aurora Central High School

Corey Kneifl Corey Kneifl Greater Omaha Area Details
Corey Kneifl's TD Ameritrade Experience September 2011 - Present
Job Sr Manager Program Management
Industry Financial Services
Experience
TD Ameritrade   September 2011 - Present
TD Ameritrade   September 2010 - September 2011
TD Ameritrade   January 2010 - August 2010
TD Ameritrade   March 2005 - December 2009

Education
University of Nebraska-Lincoln   1989 — 1994
B.A., English

Casey Root Casey Root Greater Omaha Area Details
Casey Root's TD Ameritrade Experience July 2012 - Present
Job Senior Tivoli Engineer at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade   July 2012 - Present
TD Ameritrade   October 2011 - Present
West Corporation  August 2009 - September 2011
Farm Credit Services of America  August 2006 - February 2009
Farm Credit Services of America  June 2001 - August 2006
Farm Credit Services of America  June 1998 - June 2001
Corporate Express (formerly Data Documents)   December 1996 - June 1998
Pfizer  1989 - 1995

Skills
Computer Hardware, Solaris, Network Administration, Customer Service

Education
University of Nebraska-Lincoln   1980 — 1986
Bachelor, Computer Science

Scott Irwin Scott Irwin Omaha, Nebraska Details
Scott Irwin's TD Ameritrade Experience August 2013 - Present
Job Financial Analyst at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   August 2013 - Present
TD Ameritrade   October 2010 - August 2013
TD Ameritrade   November 2009 - October 2010
Merrill Lynch  September 2008 - November 2009

Skills
Finance, Financial Analysis, Microsoft Office

Education
University of Nebraska at Omaha   2012 — 2015
Master of Business Administration (MBA), Risk Management

University of Nebraska-Lincoln   2004 — 2008
Bachelor, Finance

Brad R. Evert Brad R. Evert Greater Omaha Area Details
Brad R. Evert's TD Ameritrade Experience 2000 - 2003
Job Business and Technology Consultant
Industry Information Technology and Services
Experience
Binary Artisans Corporation   February 1992 - Present
WASI   September 2004 - March 2010
Research & Design Technologies Corp   1994 - 2004
TD Ameritrade   2000 - 2003
HDR Inc  1989 - 1994

Skills
Problem Solving, Business Strategy, Process Engineering, Mentoring, Business Analysis, Software Development, Data Warehousing, Call Center Development, Transaction Processing, Brand Development, Trading Systems, Financial Systems, Facilities Management, Enterprise Architecture, Supply Chain..., Strategy, Management, Data Center, Business Process

Education
Kennedy Western University   1997 — 2003
Ph.D., Management of Information Systems

Adjunct Professor, University of Nebraska College of Engineering & Information Technology   1998 — 1999

Programming Instructor, Vatterott College   1997 — 1998
member of curriculum review board

University of Nebraska-Lincoln   1989 — 1996
BS, Computer Engineering

Jake Pavlish Jake Pavlish Greater Omaha Area Details
Jake Pavlish's TD Ameritrade Experience September 2009 - Present
Job Algorithmic Trading and Regulatory Reporting at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   September 2009 - Present

Skills
Series 7, Equities, Securities, Series 63, Options, Risk Management, Trading Systems, Investments, Mutual Funds, Trading, Financial Services, Business Analysis, Customer Service, Vendor Management, Series 24, Financial Markets, Equity Trading, Relationship Management, Finance

Education
University of Nebraska-Lincoln   1999 — 2004

John Glassman John Glassman Greater Omaha Area Details
John Glassman's TD Ameritrade Experience June 2015 - Present
Job Rotational Analyst at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   June 2015 - Present
Google  September 2014 - December 2014
Bryan Health  September 2013 - May 2014
Hayneedle  May 2013 - August 2013
Nebraska DECA   January 2011 - April 2013
Mutual of Omaha  May 2010 - July 2010

Skills
Event Planning, Insurance, Microsoft Office, Organizational..., Microsoft Excel, Customer Service, Social Media Marketing, Time Management, PowerPoint, Public Speaking, Teamwork, Microsoft Word, Social Media

Education
University of Nebraska-Lincoln   2010 — 2015
B.S., Finance, Biological Sciences

Omaha North High Magnet School   2006 — 2010
High School Diploma, College Prepatory

Craig H, MBA Craig H, MBA Kansas City, Missouri Area Details
Craig H, MBA's TD Ameritrade Experience February 2012 - Present
Job
Industry Financial Services
Experience
TD Ameritrade   February 2012 - Present
TD Ameritrade   February 2011 - April 2013
All Makes Office Equipment  November 2011 - January 2012
Kelly Engineering Resources  January 2011 - August 2011
Active Business Network, Inc   May 2003 - November 2009

Skills
Microsoft Office, Customer Relations, Excel, Word, PowerPoint, Customer Service, Negotiation, Contract Negotiation, New Business Development, Construction, Sales Management, Team Building, Problem Solving, Outlook, Social Media, Salesforce.com, Account Management, Account Penetration, Scheduling, Direct Marketing, Purchasing, Inventory Management, Contract Management, Consultative Selling, B2B, Hiring, Proposal Writing, Cold Calling, Lead Generation, Teamwork, Forecasting, Key Account Management, Direct Sales, Analysis, Trade Shows, Sales Process, P&L Management, Solution Selling, Stock Market, Series 7, series 66, Process Scheduler, Building Relationships, Relationship Management, Project Planning, Financial Services, Business, Leadership Development, Investments, Retirement Planning

Education
Bellevue University   2010 — 2014
MBA

University of Nebraska-Lincoln   1994 — 2000
BSCM

MIllard North High School   1990 — 1994

Judith Ricketts Judith Ricketts Greater Omaha Area Details
Judith Ricketts's TD Ameritrade Experience February 2015 - Present
Job President, TD Ameritrade Clearing at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   February 2015 - Present

Skills
Series 7, 63, 24, 4,..., Project Management..., Management, Risk Management, Financial Services, Portfolio Management, Mutual Funds, Series 7, Leadership, Investments, Equities, Vendor Management, Payment Services, Alternative Investments, DTCC, Coaching & Mentoring

Education
University of Nebraska-Lincoln   1992 — 1995
Bachelor of Arts

Darren Parsons Darren Parsons Greater Omaha Area Details
Darren Parsons's TD Ameritrade Experience July 1993 - December 2012
Job Operations Manager at COR Clearing LLC
Industry Financial Services
Experience
COR Clearing LLC  March 2013 - Present
TD Ameritrade   July 1993 - December 2012

Skills
Program Management, Series 24, Banking, Securities, Risk Management, Equities, FINRA, Financial Services, Series 7, Portfolio Management, Series 63, Wealth Management, Business Analysis, SDLC, Management, Investments, Process Improvement, Team Leadership, Relationship Management, Asset Management, Cross-functional Team..., Team Building, Options, Fixed Income, Mutual Funds, Vendor Management, Financial Risk, Trading, Strategic Planning

Education
University of Nebraska-Lincoln   1989 — 1993
business

Jeff Granneman Jeff Granneman Greater Omaha Area Details
Jeff Granneman's TD Ameritrade Experience December 2012 - December 2014
Job TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade Institutional  December 2014 - Present
TD Ameritrade   December 2012 - December 2014
TD Ameritrade   February 2007 - November 2012

Education
University of Nebraska-Lincoln   2002 — 2006
Bachelors, Finance

David Devoe David Devoe Greater Omaha Area Details
David Devoe's TD Ameritrade Experience May 1996 - November 1998
Job Proven Sales Professional
Industry Pharmaceuticals
Experience
Endo Pharmaceuticals  December 2013 - Present
Eli Lilly and Company  January 2012 - July 2013
Watson Pharmaceuticals  April 2002 - July 2011
Watson Pharmaceuticals  December 1999 - April 2002
Watson Pharmaceuticals  November 1998 - December 1999
TD Ameritrade   May 1996 - November 1998
Sandoz  December 1989 - March 1993
Sandoz Inc United States  January 1988 - December 1989
Sandoz  November 1982 - December 1988

Skills
Sales Management, Hospitals, Sales Representatives, Managed Care, Pharmaceuticals, Coaching, Urology, Prostate Cancer, Healthcare, Pharmaceutical Sales, Gastroenterology, Pharmaceutical Industry, Sales, OB/GYN, Dermatology, Buy & Bill, Cardiology, Endocrinology, Medical Devices, Selling, Sales Operations, Leadership, Psychiatry, Hospital Sales, Neurology, Rheumatology, Nephrology, Pulmonology, Sales Effectiveness, Sales Force Development, Osteoporosis, Product Launch, Hypertension, Diabetes, Allergy, Market Access, Oncology, Internal Medicine, Hematology, Neuroscience, Primary Care, Infectious Diseases, Selling Skills, Pain Management, Managed Markets, Training, Pharmaceutics, Key Opinion Leaders, Management, Sales Presentations

Education
University of Nebraska-Lincoln
B.S., Business Administration

University of Nebraska-Lincoln
Bachelor's degree, Marketing

Barbara Saucier Barbara Saucier Plattsmouth, Nebraska Details
Barbara Saucier's TD Ameritrade Experience 2004 - 2011
Job Settlements Technician at COR Clearing LLC
Industry Financial Services
Experience
COR Clearing LLC  May 2012 - Present
TD Ameritrade   2004 - 2011
Offutt ATA Black Belt Academy   January 2003 - September 2003
Corporate Express  January 1999 - January 2003

Skills
Microsoft Office, Human Resources, Customer Service, Outlook, PowerPoint, Microsoft Word, Administrative..., Access, System Administration, Budgets, Research, Public Speaking, Event Planning, Project Management, Strategic Planning

Education
University of Nebraska-Lincoln   1979 — 1980
BA, Theatre/Buisness

josh ladd josh ladd Omaha, Nebraska Details
josh ladd's TD Ameritrade Experience May 2003 - December 2004
Job claim adjustment auditor 2 at Blue Cross and Blue Shield of Nebraska
Industry Insurance
Experience
Blue Cross and Blue Shield of Nebraska  November 2008 - Present
Kohl's Department Stores  October 2007 - November 2008
No Frills Supermarkets  December 2004 - October 2008
OPPD  May 2006 - December 2006
TD Ameritrade   May 2003 - December 2004
Super Saver Grocery Store   May 1999 - October 2002
TCBY  June 1996 - October 1999

Skills
Training, Access, Management, Time Management, Customer Service, Call Centers, Security, Program Management, Microsoft Excel, Policy, Interviews, Teamwork, Loss Prevention, Auditing, Customer Retention

Education
University of Nebraska-Lincoln   1999 — 2003
BSBA, Marketing, 3.2 accum GPA

Gretna High School   1995 — 1999
Diploma, general, 4.0 GPA

Robert Rouch Robert Rouch Greater Omaha Area Details
Robert Rouch's TD Ameritrade Experience June 1999 - Present
Job Sr. Specialist, High Net Worth at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   June 1999 - Present

Education
University of Nebraska-Lincoln   2002 — 2007
Bachelor of Arts (B.A.), English Language and Literature, General

Katie Donner Katie Donner Fort Worth, Texas Details
Katie Donner's TD Ameritrade Experience February 2015 - Present
Job Fixed Income at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   February 2015 - Present
TD Ameritrade   August 2005 - February 2015
CompPartners, Inc.   July 2004 - August 2005
Ameritas  April 1999 - June 2004

Skills
Series 7, Series 66, Series 24, Series 9/10, Securities, Investment Advisory, Investment Strategies, Fixed Income, Asset Allocation, Retirement Planning, Series 63, FINRA, Uniform Combined State..., Wealth Management, Mutual Funds, Series 65

Education
University of Nebraska-Lincoln
Bachelor of Science (B.S.), Marketing/Marketing Management, General

Jon Hoppes Jon Hoppes Omaha, Nebraska Details
Jon Hoppes's TD Ameritrade Experience 2008 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
TD Ameritrade   2008 - 2012
American General Finance  February 2008 - December 2008

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Client Services, Client Relations, Communication, Organizational..., Telephone Skills, Customer Service

Education
University of Nebraska-Lincoln   2004 — 2007
Bachelor of Science (BS), Finance, General

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