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.
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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
James Alanis James Alanis's TD Ameritrade Experience October 2012 - Present
Job Instructional Designer and Developer at TD Ameritrade Institutional
Industry Financial Services
Experience
Freelance January 2013 - Present
TD Ameritrade October 2012 - Present
TD Ameritrade October 2008 - June 2014
TD Ameritrade May 2006 - September 2008
Skills
Design Thinking, Digital Photography, Video Production, Video Editing, Photoshop, Premiere Pro, After Effects, Final Cut Pro, Adobe Creative Suite, Microsoft Word, Equities, Series 7, Credit Risk, Options, Premiere, Photography, Video, Finance
Education
University of North Texas 2000 — 2005
Bachelor of Arts (B.A.), Radio, Television, and Film
Freelance January 2013 - Present
TD Ameritrade October 2012 - Present
TD Ameritrade October 2008 - June 2014
TD Ameritrade May 2006 - September 2008
Skills
Design Thinking, Digital Photography, Video Production, Video Editing, Photoshop, Premiere Pro, After Effects, Final Cut Pro, Adobe Creative Suite, Microsoft Word, Equities, Series 7, Credit Risk, Options, Premiere, Photography, Video, Finance
Education
University of North Texas 2000 — 2005
Bachelor of Arts (B.A.), Radio, Television, and Film
Jace Prows Jace Prows's TD Ameritrade Experience November 2012 - September 2013
Job Vice President at Beacon Pointe Advisors
Industry Financial Services
Experience
Beacon Pointe Advisors January 2014 - Present
Fidelity Investments September 2013 - January 2014
TD Ameritrade November 2012 - September 2013
TD Ameritrade November 2011 - January 2013
TD Ameritrade March 2008 - November 2011
Skills
Investments, Uniform Combined State..., Series 63, Series 7, FINRA, Mutual Funds, Asset Allocation, Investment Strategies, Investment Advisory, ETFs, Wealth Management, Securities, 401k, Retirement, Finance, Communication, Sales Management, Financial Services, Equities, Separately Managed..., Options, High Net Worth..., Registered Investment..., IRAs, Options Strategies, Series 66
Education
University of North Texas
Beacon Pointe Advisors January 2014 - Present
Fidelity Investments September 2013 - January 2014
TD Ameritrade November 2012 - September 2013
TD Ameritrade November 2011 - January 2013
TD Ameritrade March 2008 - November 2011
Skills
Investments, Uniform Combined State..., Series 63, Series 7, FINRA, Mutual Funds, Asset Allocation, Investment Strategies, Investment Advisory, ETFs, Wealth Management, Securities, 401k, Retirement, Finance, Communication, Sales Management, Financial Services, Equities, Separately Managed..., Options, High Net Worth..., Registered Investment..., IRAs, Options Strategies, Series 66
Education
University of North Texas
Hank Adams Hank Adams's TD Ameritrade Experience March 2006 - August 2008
Job Director at Frontier Investment Management
Industry Financial Services
Experience
Frontier Investment Management October 2008 - Present
TD Ameritrade March 2006 - August 2008
AAAA Carpet Brokers October 1998 - September 2005
Education
University of New Orleans 1988 — 2003
English/History
Jesuit High School 1982 — 1986
Frontier Investment Management October 2008 - Present
TD Ameritrade March 2006 - August 2008
AAAA Carpet Brokers October 1998 - September 2005
Education
University of New Orleans 1988 — 2003
English/History
Jesuit High School 1982 — 1986
John M. Peters, CFA's TD Ameritrade Experience December 2010 - October 2011
Job Portfolio Manager at Gupta Wealth Management
Industry Investment Management
Experience
Gupta Wealth Management January 2015 - Present
Pure Financial Advisors October 2011 - January 2015
TD Ameritrade December 2010 - October 2011
Berkeley Capital Securities January 2010 - December 2010
Merrill Lynch September 2009 - December 2009
Liberty Mutual June 2009 - September 2009
Saturna Capital Corporation April 2009 - June 2009
Skills
Mutual Funds, Equities, Fixed Income, Financial Analysis, Wealth Management, Trading, Capital Markets, Security Analysis, Business Relationship..., Securities, ETFs, Bloomberg, Asset Management, Private Placements, FINRA, Finance, Asset Allocation, Salesforce.com, Portfolio Management, REIT, Derivatives, Rebalancing, Index Funds
Education
Western Washington University 2005 — 2009
Bachelor of Arts, Finance, Economics
University of Newcastle 2008 — 2008
Semester Abroad, Finance, Economics
Juanita High School 2002 — 2005
Gupta Wealth Management January 2015 - Present
Pure Financial Advisors October 2011 - January 2015
TD Ameritrade December 2010 - October 2011
Berkeley Capital Securities January 2010 - December 2010
Merrill Lynch September 2009 - December 2009
Liberty Mutual June 2009 - September 2009
Saturna Capital Corporation April 2009 - June 2009
Skills
Mutual Funds, Equities, Fixed Income, Financial Analysis, Wealth Management, Trading, Capital Markets, Security Analysis, Business Relationship..., Securities, ETFs, Bloomberg, Asset Management, Private Placements, FINRA, Finance, Asset Allocation, Salesforce.com, Portfolio Management, REIT, Derivatives, Rebalancing, Index Funds
Education
Western Washington University 2005 — 2009
Bachelor of Arts, Finance, Economics
University of Newcastle 2008 — 2008
Semester Abroad, Finance, Economics
Juanita High School 2002 — 2005
Tyrone Fahie Tyrone Fahie's TD Ameritrade Experience March 2011 - Present
Job Enterprise Project Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade March 2011 - Present
SIFE Sales Inc March 2010 - June 2011
University of Nebraska August 2006 - June 2011
US Navy August 2000 - August 2006
Skills
PLC, SDLC, Software Project..., Staff Development, Microsoft Office, Time Management, Microsoft Excel, Financial Analysis, Customer Service, PowerPoint, Leadership Development, Program Management, Team Leadership, Leadership, Team Building, Vendor Management, Project Planning, Troubleshooting, Cross-functional Team..., Management, Project Management, Risk Management, Visio, Sales, Software Documentation, Analysis, Business Analysis, Data Analysis, Requirements Analysis, Process Improvement, Integration, Public Speaking, Financial Services
Education
University of Nebraska-Lincoln 2009 — 2011
Masters of Business Administration, Management Information Systems, 3.62
University of Nebraska-Lincoln 2006 — 2009
Bachelor of Science Degree, Management, 3.44
TD Ameritrade March 2011 - Present
SIFE Sales Inc March 2010 - June 2011
University of Nebraska August 2006 - June 2011
US Navy August 2000 - August 2006
Skills
PLC, SDLC, Software Project..., Staff Development, Microsoft Office, Time Management, Microsoft Excel, Financial Analysis, Customer Service, PowerPoint, Leadership Development, Program Management, Team Leadership, Leadership, Team Building, Vendor Management, Project Planning, Troubleshooting, Cross-functional Team..., Management, Project Management, Risk Management, Visio, Sales, Software Documentation, Analysis, Business Analysis, Data Analysis, Requirements Analysis, Process Improvement, Integration, Public Speaking, Financial Services
Education
University of Nebraska-Lincoln 2009 — 2011
Masters of Business Administration, Management Information Systems, 3.62
University of Nebraska-Lincoln 2006 — 2009
Bachelor of Science Degree, Management, 3.44
Danae E. Welch Danae E. Welch's TD Ameritrade Experience August 2012 - June 2014
Job Sales Planning Coordinator at Storck
Industry Consumer Goods
Experience
Storck May 2015 - Present
Main Street Financial / Oranj June 2014 - May 2015
TD Ameritrade August 2012 - June 2014
University of North Texas August 2008 - May 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Outlook, Time Management, Training, Teamwork, Critical Thinking, Marketing Communications, Process Improvement, Salesforce.com, Creative Writing, Coaching, Leadership, Data Analysis, Social Networking, Research, Event Planning
Education
University of North Texas 2008 — 2012
Bachelor's degree, Sociology
Storck May 2015 - Present
Main Street Financial / Oranj June 2014 - May 2015
TD Ameritrade August 2012 - June 2014
University of North Texas August 2008 - May 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Outlook, Time Management, Training, Teamwork, Critical Thinking, Marketing Communications, Process Improvement, Salesforce.com, Creative Writing, Coaching, Leadership, Data Analysis, Social Networking, Research, Event Planning
Education
University of North Texas 2008 — 2012
Bachelor's degree, Sociology
Gerald Hendrik Gerald Hendrik's TD Ameritrade Experience August 2010 - Present
Job Financial Advisor at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2010 - Present
Multiview May 2009 - August 2010
Skills
Customer Service, Sales, Marketing, Finance, Business Strategy, Management Accounting, Event Planning, Event Management, Social Media, Social Networking, Social Media Marketing, Microsoft Office, Hospitality, Microsoft Excel, Retail, Account Management, Business Development, Investments, Leadership, Series 7, Series 63, Salesforce.com, Investment Advisory, Retirement Planning, Asset Allocation, Wealth Management...
Education
University of North Texas 2005 — 2009
Bachelor of Arts, Hospitality Management
TD Ameritrade August 2010 - Present
Multiview May 2009 - August 2010
Skills
Customer Service, Sales, Marketing, Finance, Business Strategy, Management Accounting, Event Planning, Event Management, Social Media, Social Networking, Social Media Marketing, Microsoft Office, Hospitality, Microsoft Excel, Retail, Account Management, Business Development, Investments, Leadership, Series 7, Series 63, Salesforce.com, Investment Advisory, Retirement Planning, Asset Allocation, Wealth Management...
Education
University of North Texas 2005 — 2009
Bachelor of Arts, Hospitality Management
Samantha B. Link's TD Ameritrade Experience July 2015 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2015 - Present
Wells Fargo Advisors January 2015 - July 2015
Wells Fargo Advisors July 2014 - January 2015
Wells Fargo Advisors, LLC June 2011 - July 2014
Wells Fargo Advisors, LLC April 2010 - May 2011
Wells Fargo Advisors, LLC November 2008 - April 2010
Wells Fargo Advisors, LLC August 2007 - November 2008
Skills
Asset Allocation, Investments, Microsoft Office, Financial Services, Securities, Financial Analysis, Analysis, DTC, Euroclear, Equities, Training, SmartStation, Portfolio Insight, Wisdom, OpsFails, BETA Mainframe, Blackbird, CusipWeb, SmartTrack, Local Market Settlements, Risk Management
Education
University of North Carolina at Wilmington 2003 — 2007
Bachelor of Arts, Political Science; International Affairs; Environmental Studies
TD Ameritrade July 2015 - Present
Wells Fargo Advisors January 2015 - July 2015
Wells Fargo Advisors July 2014 - January 2015
Wells Fargo Advisors, LLC June 2011 - July 2014
Wells Fargo Advisors, LLC April 2010 - May 2011
Wells Fargo Advisors, LLC November 2008 - April 2010
Wells Fargo Advisors, LLC August 2007 - November 2008
Skills
Asset Allocation, Investments, Microsoft Office, Financial Services, Securities, Financial Analysis, Analysis, DTC, Euroclear, Equities, Training, SmartStation, Portfolio Insight, Wisdom, OpsFails, BETA Mainframe, Blackbird, CusipWeb, SmartTrack, Local Market Settlements, Risk Management
Education
University of North Carolina at Wilmington 2003 — 2007
Bachelor of Arts, Political Science; International Affairs; Environmental Studies
Jonathan Percival Jonathan Percival's TD Ameritrade Experience January 2014 - August 2014
Job Employee Stock Option / Associate Trading Specialist at TD Ameritrade
Industry Higher Education
Experience
TD Ameritrade January 2014 - August 2014
TD Ameritrade July 2012 - January 2014
TD Ameritrade June 2011 - July 2012
TD Ameritrade February 2011 - June 2011
Equity One Exteriors May 2009 - February 2011
Dallas Fish Market July 2007 - May 2009
Skills
Series 7, Series 63, Options, SQL, Superior Client Service, FINRA, Options Strategies, Index Options, Covered Calls, Spread Trading, Financial Analysis, Business Development
Education
University of North Texas 2008 — 2013
Bachelor of Arts (B.A.), Economics
TD Ameritrade January 2014 - August 2014
TD Ameritrade July 2012 - January 2014
TD Ameritrade June 2011 - July 2012
TD Ameritrade February 2011 - June 2011
Equity One Exteriors May 2009 - February 2011
Dallas Fish Market July 2007 - May 2009
Skills
Series 7, Series 63, Options, SQL, Superior Client Service, FINRA, Options Strategies, Index Options, Covered Calls, Spread Trading, Financial Analysis, Business Development
Education
University of North Texas 2008 — 2013
Bachelor of Arts (B.A.), Economics
Angela Whiteman's TD Ameritrade Experience April 2015 - Present
Job Passionate about helping people learn how to invest with confidence
Industry Financial Services
Experience
TD Ameritrade April 2015 - Present
Nationstar Mortgage December 2012 - April 2015
Nationstar Mortgage August 2011 - December 2012
Nationstar Mortgage March 2010 - August 2011
Skills
Mortgage Lending, Sales, Customer Service, Microsoft Office, Leadership, Social Networking, Microsoft Excel, Social Media, Management, Marketing, PowerPoint, Public Speaking, Social Media Marketing, Microsoft Word, Time Management, Strategic Planning, Short Sales, Advertising, Loans, Negotiation, Financial Services, Team Leadership, Finance, Analysis, Foreclosures, Team Building, Teamwork, Real Estate, Leadership Development, Credit, Portfolio Management, Financial Analysis
Education
The University of Dallas 2014 — 2017
Master of Business Administration (MBA), Master of Finance (MSF), Corporate Finance
University of North Texas 2005 — 2009
Social Science, Social Studies
TD Ameritrade April 2015 - Present
Nationstar Mortgage December 2012 - April 2015
Nationstar Mortgage August 2011 - December 2012
Nationstar Mortgage March 2010 - August 2011
Skills
Mortgage Lending, Sales, Customer Service, Microsoft Office, Leadership, Social Networking, Microsoft Excel, Social Media, Management, Marketing, PowerPoint, Public Speaking, Social Media Marketing, Microsoft Word, Time Management, Strategic Planning, Short Sales, Advertising, Loans, Negotiation, Financial Services, Team Leadership, Finance, Analysis, Foreclosures, Team Building, Teamwork, Real Estate, Leadership Development, Credit, Portfolio Management, Financial Analysis
Education
The University of Dallas 2014 — 2017
Master of Business Administration (MBA), Master of Finance (MSF), Corporate Finance
University of North Texas 2005 — 2009
Social Science, Social Studies
Aaron S. Hiler Aaron S. Hiler's TD Ameritrade Experience September 2010 - December 2010
Job Project Manager at Korrect General Contracting
Industry Financial Services
Experience
Korrect General Contracting November 2013 - Present
Financial Additions September 2012 - July 2013
Advantage Staffing June 2011 - June 2012
TD Ameritrade September 2010 - December 2010
Northwestern Mutual Financial Network May 2009 - August 2009
Skills
Recruiting, Accounting, Management, Cold Calling, Sarbanes-Oxley Act, Customer Service, Interviews, Analysis, Hiring, Staffing Services, Strategic Planning, Insurance, Microsoft Excel, Payroll, Sales, Temporary Placement, Financial Reporting, Accounts Payable, Strategic Financial..., Call Centers, Internet Recruiting, Finance, Time Management
Education
University of North Texas 2006 — 2010
Bachelors, Financial Services
Arlington Martin
Korrect General Contracting November 2013 - Present
Financial Additions September 2012 - July 2013
Advantage Staffing June 2011 - June 2012
TD Ameritrade September 2010 - December 2010
Northwestern Mutual Financial Network May 2009 - August 2009
Skills
Recruiting, Accounting, Management, Cold Calling, Sarbanes-Oxley Act, Customer Service, Interviews, Analysis, Hiring, Staffing Services, Strategic Planning, Insurance, Microsoft Excel, Payroll, Sales, Temporary Placement, Financial Reporting, Accounts Payable, Strategic Financial..., Call Centers, Internet Recruiting, Finance, Time Management
Education
University of North Texas 2006 — 2010
Bachelors, Financial Services
Arlington Martin
David Oden's TD Ameritrade Experience February 2011 - January 2014
Job Mortgage Consultant NMLS 1198002
Industry Real Estate
Experience
TexasLending.com NMLS # 137773 July 2014 - Present
Van Hyundai January 2014 - June 2014
TD Ameritrade February 2011 - January 2014
Texas Nissan of Grapevine January 2010 - January 2011
TD Ameritrade October 2007 - January 2010
North Texas Nissan June 2006 - September 2007
Ameritrade September 2005 - June 2006
Skills
Series 7, Series 66, Series 63, Series 65, Salesforce.com, Microsoft Office, Mutual Funds, ETFs, Finance, Investment Advisory, Retirement Planning, Trading, Uniform Combined State..., Wealth Management
Education
University of North Texas
Bachelor in Financial Services, Investments and Securities
TexasLending.com NMLS # 137773 July 2014 - Present
Van Hyundai January 2014 - June 2014
TD Ameritrade February 2011 - January 2014
Texas Nissan of Grapevine January 2010 - January 2011
TD Ameritrade October 2007 - January 2010
North Texas Nissan June 2006 - September 2007
Ameritrade September 2005 - June 2006
Skills
Series 7, Series 66, Series 63, Series 65, Salesforce.com, Microsoft Office, Mutual Funds, ETFs, Finance, Investment Advisory, Retirement Planning, Trading, Uniform Combined State..., Wealth Management
Education
University of North Texas
Bachelor in Financial Services, Investments and Securities
Anna Tsoy's TD Ameritrade Experience August 2014 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2014 - Present
Fidelity Investments October 2013 - July 2014
Fidelity Investments October 2012 - October 2013
Fidelity Investments November 2010 - October 2012
Fidelity Investments April 2010 - November 2010
Skills
Series 7, Series 63, Series 66
Education
University of North Florida - College of Business Administration 2009 — 2011
Bachelor of Business Administration (B.B.A.), Investments and Financial Services
TD Ameritrade August 2014 - Present
Fidelity Investments October 2013 - July 2014
Fidelity Investments October 2012 - October 2013
Fidelity Investments November 2010 - October 2012
Fidelity Investments April 2010 - November 2010
Skills
Series 7, Series 63, Series 66
Education
University of North Florida - College of Business Administration 2009 — 2011
Bachelor of Business Administration (B.B.A.), Investments and Financial Services
Dane Ernst Dane Ernst's TD Ameritrade Experience 2014 - Present
Job Alt Investments Rep TD Ameritrade; Drum/Music Teacher; Musician/Composer
Industry Financial Services
Experience
TD Ameritrade 2014 - Present
Creative Soul School of Modern Music May 2009 - Present
Chase September 2010 - August 2014
Cinemark May 2004 - May 2011
93.3 The Bone Radio Station August 2008 - May 2009
Centennial High School August 2006 - December 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
University of North Texas 2005 — 2010
Bachelor of Arts (B.A.), Music: Percussion/Composition
University of North Texas 2005 — 2010
Minor, Business Foundations
TD Ameritrade 2014 - Present
Creative Soul School of Modern Music May 2009 - Present
Chase September 2010 - August 2014
Cinemark May 2004 - May 2011
93.3 The Bone Radio Station August 2008 - May 2009
Centennial High School August 2006 - December 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
University of North Texas 2005 — 2010
Bachelor of Arts (B.A.), Music: Percussion/Composition
University of North Texas 2005 — 2010
Minor, Business Foundations
Feras Chowdhury Feras Chowdhury's TD Ameritrade Experience April 2014 - Present
Job Financial Rep.
Industry Investment Management
Experience
TD Ameritrade April 2014 - Present
Intergrated Alliance LP September 2013 - Present
Fidelity Investments June 2012 - January 2013
Skills
Bloomberg, Microsoft Office, Expression Web, Financial Analysis, Financial Reporting, Financial Accounting, Account Reconciliation, Accounts Payable, Accruals, Cost Accounting, Sales, Customer Service, Financial Modeling, Accounting, Microsoft Excel, Data Analysis, Outlook
Education
University of North Texas 2009 — 2013
Bachelor's degree, Finance
TD Ameritrade April 2014 - Present
Intergrated Alliance LP September 2013 - Present
Fidelity Investments June 2012 - January 2013
Skills
Bloomberg, Microsoft Office, Expression Web, Financial Analysis, Financial Reporting, Financial Accounting, Account Reconciliation, Accounts Payable, Accruals, Cost Accounting, Sales, Customer Service, Financial Modeling, Accounting, Microsoft Excel, Data Analysis, Outlook
Education
University of North Texas 2009 — 2013
Bachelor's degree, Finance
Julie Lackey Julie Lackey's TD Ameritrade Experience August 2012 - March 2013
Job Studio Leader at Revolution Studio
Industry Health, Wellness and Fitness
Experience
Revolution Studio March 2015 - Present
Dunn Exploration Company, LLC January 2014 - March 2015
Memorial Hermann Health Solutions August 2013 - December 2013
TD Ameritrade August 2012 - March 2013
North Texas Orthopedics April 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Financial Services, Customer Service, Retail, Accounting, Data Analysis, Data Entry, Databases, Invoicing, Public Speaking, Social Media
Education
University of North Texas 2008 — 2012
Bachelor of Arts and Science, Biology, General, 3.8/4.0
Revolution Studio March 2015 - Present
Dunn Exploration Company, LLC January 2014 - March 2015
Memorial Hermann Health Solutions August 2013 - December 2013
TD Ameritrade August 2012 - March 2013
North Texas Orthopedics April 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Financial Services, Customer Service, Retail, Accounting, Data Analysis, Data Entry, Databases, Invoicing, Public Speaking, Social Media
Education
University of North Texas 2008 — 2012
Bachelor of Arts and Science, Biology, General, 3.8/4.0
Kristen Gorman Kristen Gorman's TD Ameritrade Experience October 2009 - December 2011
Job Experienced Brokerage Sales Person
Industry Financial Services
Experience
HD Vest Financial Services January 2012 - Present
TD Ameritrade October 2009 - December 2011
Fidelity Investments June 1998 - June 2008
Fidelity Investments January 1998 - January 2008
KRISTEN H. GORMAN January 1998 - January 2008
Fidelity Investments 1998 - 2008
Fidelity Investments January 2000 - January 2005
Fidelity Investments January 1998 - January 2000
Fidelity Investments 1998 - 2000
BEST COMPANIES January 1997 - January 1998
Skills
Management, Investments, Sales, Retirement Planning, Training, Customer Service, Call Centers, Finance, Equities, Business Planning, Customer Satisfaction, Lead Generation, Series 7, Series 63, Mergers & Acquisitions, Retirement, Mutual Funds, Time Management, Trading, Selling
Education
University of North Texas
BBA, Marketing
HD Vest Financial Services January 2012 - Present
TD Ameritrade October 2009 - December 2011
Fidelity Investments June 1998 - June 2008
Fidelity Investments January 1998 - January 2008
KRISTEN H. GORMAN January 1998 - January 2008
Fidelity Investments 1998 - 2008
Fidelity Investments January 2000 - January 2005
Fidelity Investments January 1998 - January 2000
Fidelity Investments 1998 - 2000
BEST COMPANIES January 1997 - January 1998
Skills
Management, Investments, Sales, Retirement Planning, Training, Customer Service, Call Centers, Finance, Equities, Business Planning, Customer Satisfaction, Lead Generation, Series 7, Series 63, Mergers & Acquisitions, Retirement, Mutual Funds, Time Management, Trading, Selling
Education
University of North Texas
BBA, Marketing
Bradley Craft Bradley Craft's TD Ameritrade Experience May 2012 - Present
Job Advisor Risk and Operations Compliance
Industry Financial Services
Experience
TD Ameritrade Institutional December 2014 - Present
TD Ameritrade May 2012 - Present
TD Ameritrade April 1999 - Present
TD Ameritrade January 1999 - Present
Fidelity Investments January 1997 - April 1999
FIDELTY INVESTMENTS January 1997 - January 1999
Skills
Series 7, Series 63, Series 24, Series 3, MS Office Suite, Customer Negotiations, Trading, Investments, FINRA, Equities, Mutual Funds, Options, Securities, Financial Services, Equity Trading, Derivatives, ETFs, Coaching, Options Strategies, Business Analysis, Investment Strategies, Negotiation
Education
University of North Texas
Bachelor, Business Administration; Marketing
TD Ameritrade Institutional December 2014 - Present
TD Ameritrade May 2012 - Present
TD Ameritrade April 1999 - Present
TD Ameritrade January 1999 - Present
Fidelity Investments January 1997 - April 1999
FIDELTY INVESTMENTS January 1997 - January 1999
Skills
Series 7, Series 63, Series 24, Series 3, MS Office Suite, Customer Negotiations, Trading, Investments, FINRA, Equities, Mutual Funds, Options, Securities, Financial Services, Equity Trading, Derivatives, ETFs, Coaching, Options Strategies, Business Analysis, Investment Strategies, Negotiation
Education
University of North Texas
Bachelor, Business Administration; Marketing
Robert Spurgeon's TD Ameritrade Experience August 2009 - September 2012
Job Instructional Design Manager at TMX Finance
Industry E-Learning
Experience
TMX Finance June 2014 - Present
The Freeman Company November 2012 - June 2014
Interstate Batteries September 2012 - November 2012
TD Ameritrade August 2009 - September 2012
University of North Texas Health Science Center January 2005 - July 2009
U-Edit January 2003 - June 2006
Skills
Articulate Storyline, E-Learning, Adobe Creative Suite, Instructional Design, Articulate Studio, Mac, Video, After Effects, Camtasia, Motion Graphics, Illustrator, Final Cut Pro, Adobe Acrobat, Flash, Multimedia, Video Editing, Photoshop, Series 7, Series 63, Animation, Photography, PowerPoint, InDesign, Kinetic Typography, Creative Writing, Editing, Compressor, AVCHD, Captivate, ADDIE, Training, Blended Learning, Learning Management, Video Production, Creative Direction
Education
University of North Texas 1998 — 2002
Bachelors, Media Production (Radio, Television, Video, Film)
TMX Finance June 2014 - Present
The Freeman Company November 2012 - June 2014
Interstate Batteries September 2012 - November 2012
TD Ameritrade August 2009 - September 2012
University of North Texas Health Science Center January 2005 - July 2009
U-Edit January 2003 - June 2006
Skills
Articulate Storyline, E-Learning, Adobe Creative Suite, Instructional Design, Articulate Studio, Mac, Video, After Effects, Camtasia, Motion Graphics, Illustrator, Final Cut Pro, Adobe Acrobat, Flash, Multimedia, Video Editing, Photoshop, Series 7, Series 63, Animation, Photography, PowerPoint, InDesign, Kinetic Typography, Creative Writing, Editing, Compressor, AVCHD, Captivate, ADDIE, Training, Blended Learning, Learning Management, Video Production, Creative Direction
Education
University of North Texas 1998 — 2002
Bachelors, Media Production (Radio, Television, Video, Film)
Grayson Brookshire Grayson Brookshire's TD Ameritrade Experience January 2015 - Present
Job Tax Services Representative at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2015 - Present
The Home Depot March 2013 - Present
The Home Depot August 2011 - Present
Campus Special April 2014 - August 2014
The Home Depot November 2012 - March 2013
The Home Depot June 2011 - August 2011
The Home Depot September 2010 - June 2011
The Home Depot December 2009 - September 2010
Skills
Building Relationships, Analytical Skills, Marketing, Research, Social Media, Leadership, Fast-paced, Number Crunching, Telephone Skills, Sales, Retail, Customer Service, Facebook, Marketing Communications, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Social Media Marketing, Social Networking, Time Management
Education
University of North Texas 2011 — 2014
Bachelor of Business Administration (BBA), Marketing
Odessa College 2009 — 2011
Basic Studies
TD Ameritrade January 2015 - Present
The Home Depot March 2013 - Present
The Home Depot August 2011 - Present
Campus Special April 2014 - August 2014
The Home Depot November 2012 - March 2013
The Home Depot June 2011 - August 2011
The Home Depot September 2010 - June 2011
The Home Depot December 2009 - September 2010
Skills
Building Relationships, Analytical Skills, Marketing, Research, Social Media, Leadership, Fast-paced, Number Crunching, Telephone Skills, Sales, Retail, Customer Service, Facebook, Marketing Communications, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Social Media Marketing, Social Networking, Time Management
Education
University of North Texas 2011 — 2014
Bachelor of Business Administration (BBA), Marketing
Odessa College 2009 — 2011
Basic Studies
Larry Befeler Larry Befeler's TD Ameritrade Experience January 2011 - Present
Job Director of Corporate Risk Management at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2011 - Present
Fidelity Investments July 2003 - January 2011
UBS November 2000 - July 2003
Bluestone Capital Partners / Trade.Com April 2000 - November 2000
Oppenheimer May 1989 - April 2000
Drexel February 1987 - February 1988
Skills
Securities Arbitration, Operational Risk, Market Risk, Credit Risk, Compliance, Proprietary Trading, Prime Brokerage, Enterprise Risk..., Leadership, Clearing, Operational Risk..., Financial Risk, Arbitration, Risk Management, Credit
Education
University of New Hampshire 1982 — 1986
BA, Economics
Pingry 1978 — 1982
High School Diploma, College Prepatory
TD Ameritrade January 2011 - Present
Fidelity Investments July 2003 - January 2011
UBS November 2000 - July 2003
Bluestone Capital Partners / Trade.Com April 2000 - November 2000
Oppenheimer May 1989 - April 2000
Drexel February 1987 - February 1988
Skills
Securities Arbitration, Operational Risk, Market Risk, Credit Risk, Compliance, Proprietary Trading, Prime Brokerage, Enterprise Risk..., Leadership, Clearing, Operational Risk..., Financial Risk, Arbitration, Risk Management, Credit
Education
University of New Hampshire 1982 — 1986
BA, Economics
Pingry 1978 — 1982
High School Diploma, College Prepatory
Elusha Perlstein's TD Ameritrade Experience September 2013 - January 2014
Job Medical Staff Assistant
Industry Medical Practice
Experience
CenseoHealth May 2015 - Present
CenseoHealth February 2014 - Present
TD Ameritrade September 2013 - January 2014
ManeGait Therapeutic Horsemanship June 2013 - August 2013
Friends of the Family January 2013 - May 2013
Angels of Care Pediatric Home Health February 2012 - April 2012
Skills
Substance Use Disorders, Mental Health Counseling, Group Therapy, Chemical Dependency, Substance Abuse..., Behavioral Health, Social Services, Treatment, Addictive Disorders, Nonprofits, Small Group Counseling, Rehabilitation, Addiction Recovery, Mental Health, Case Managment, Relapse Prevention, Adolescents, Individual Counselling, Young Adults, Dual Diagnosis, DBT, Motivational..., Medical Social Work, Child Development, Post Traumatic Stress, Therapists, Psychotherapy, Foster Care, Crisis Intervention, Applied Behavior..., Student Counseling, Family Therapy, Anger Management, Case Management, Play Therapy, Interventions, Co-occurring Disorders, Grief Counseling, Developmental..., Psychology, School Social Work, Autism Spectrum..., Stress Management
Education
University of North Texas 2009 — 2013
Bachelor of Science (B.S.), Rehabilitation Studies
CenseoHealth May 2015 - Present
CenseoHealth February 2014 - Present
TD Ameritrade September 2013 - January 2014
ManeGait Therapeutic Horsemanship June 2013 - August 2013
Friends of the Family January 2013 - May 2013
Angels of Care Pediatric Home Health February 2012 - April 2012
Skills
Substance Use Disorders, Mental Health Counseling, Group Therapy, Chemical Dependency, Substance Abuse..., Behavioral Health, Social Services, Treatment, Addictive Disorders, Nonprofits, Small Group Counseling, Rehabilitation, Addiction Recovery, Mental Health, Case Managment, Relapse Prevention, Adolescents, Individual Counselling, Young Adults, Dual Diagnosis, DBT, Motivational..., Medical Social Work, Child Development, Post Traumatic Stress, Therapists, Psychotherapy, Foster Care, Crisis Intervention, Applied Behavior..., Student Counseling, Family Therapy, Anger Management, Case Management, Play Therapy, Interventions, Co-occurring Disorders, Grief Counseling, Developmental..., Psychology, School Social Work, Autism Spectrum..., Stress Management
Education
University of North Texas 2009 — 2013
Bachelor of Science (B.S.), Rehabilitation Studies
Greg Giannibas Greg Giannibas's TD Ameritrade Experience November 2012 - June 2014
Job Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2014 - Present
TD Ameritrade November 2012 - June 2014
Liberty Mutual Insurance March 2012 - November 2012
Bank of America 2010 - 2012
Xerras Development January 2008 - December 2009
Skills
Banking, Credit, Customer Relations, Cold Calling, Employee Relation, Talent Acquisition, Customer Retention, Customer Oriented, Retail Banking, Investments, Investment Strategies, Recruiting, Leadership, Employee Relations, Training, Customer Service, Customer Satisfaction, Sourcing, Series 7, Financial Services, Series 63, Securities, Budgets, Mutual Funds
Education
University of North Carolina at Wilmington 2002 — 2007
Bachelors Degree, Finance and Economics
TIAA-CREF July 2014 - Present
TD Ameritrade November 2012 - June 2014
Liberty Mutual Insurance March 2012 - November 2012
Bank of America 2010 - 2012
Xerras Development January 2008 - December 2009
Skills
Banking, Credit, Customer Relations, Cold Calling, Employee Relation, Talent Acquisition, Customer Retention, Customer Oriented, Retail Banking, Investments, Investment Strategies, Recruiting, Leadership, Employee Relations, Training, Customer Service, Customer Satisfaction, Sourcing, Series 7, Financial Services, Series 63, Securities, Budgets, Mutual Funds
Education
University of North Carolina at Wilmington 2002 — 2007
Bachelors Degree, Finance and Economics
Lucas Whelan's TD Ameritrade Experience January 2009 - January 2011
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2011 - Present
TD Ameritrade January 2009 - January 2011
Waddell & Reed August 2008 - January 2009
Education
University of Nevada-Las Vegas 2002 — 2005
Bachelor of Science, Mathematics
Ameriprise Financial Services, Inc. June 2011 - Present
TD Ameritrade January 2009 - January 2011
Waddell & Reed August 2008 - January 2009
Education
University of Nevada-Las Vegas 2002 — 2005
Bachelor of Science, Mathematics
Alicia Ramon Alicia Ramon's TD Ameritrade Experience January 2006 - July 2006
Job Retention Supervisor at Time Warner Cable
Industry Telecommunications
Experience
Time Warner Cable September 2013 - Present
Time Warner Cable February 2013 - September 2013
Time Warner Cable May 2012 - February 2013
Time Warner Cable May 2011 - May 2012
Grande Communications Networks LLC June 2006 - May 2011
TD Ameritrade January 2006 - July 2006
Skills
Telecommunications, Call Center, Customer Service, VoIP, Customer Satisfaction, Direct Sales, Account Management, Wireless, Customer Retention, Sales, Customer Experience, Quantitative, Qualitative, Translation, Spanish, Training Facilitation, Training Manuals, Retention Strategies, Steady State, Troubleshooting, Coaching, Call Centers, Technical Support, Training, Team Leadership, Team Building, Avaya, Avaya Technologies
Education
University of North Texas 2000 — 2003
Bachelor of Arts (BA), Anthropology
University of North Texas 2000 — 2003
Bachelor of Arts (BA), Spanish Language and Literature
Time Warner Cable September 2013 - Present
Time Warner Cable February 2013 - September 2013
Time Warner Cable May 2012 - February 2013
Time Warner Cable May 2011 - May 2012
Grande Communications Networks LLC June 2006 - May 2011
TD Ameritrade January 2006 - July 2006
Skills
Telecommunications, Call Center, Customer Service, VoIP, Customer Satisfaction, Direct Sales, Account Management, Wireless, Customer Retention, Sales, Customer Experience, Quantitative, Qualitative, Translation, Spanish, Training Facilitation, Training Manuals, Retention Strategies, Steady State, Troubleshooting, Coaching, Call Centers, Technical Support, Training, Team Leadership, Team Building, Avaya, Avaya Technologies
Education
University of North Texas 2000 — 2003
Bachelor of Arts (BA), Anthropology
University of North Texas 2000 — 2003
Bachelor of Arts (BA), Spanish Language and Literature
Tim Gilkerson Tim Gilkerson's TD Ameritrade Experience 1996 - 1999
Job IT Exec
Industry Information Technology and Services
Experience
First Data Corporation March 2014 - Present
Nebraska Colocation Centers, LLC October 2011 - January 2014
Farmers Insurance 2006 - 2011
Vantage Point 2004 - 2006
Oriental Trading Company 2003 - 2004
Mutual of Omaha 2001 - 2003
Experian 1999 - 2001
TD Ameritrade 1996 - 1999
Gallup 1991 - 1996
Skills
Vendor Management, Data Center, Disaster Recovery, Cloud Computing, IT Management
Education
University of Nebraska-Lincoln
First Data Corporation March 2014 - Present
Nebraska Colocation Centers, LLC October 2011 - January 2014
Farmers Insurance 2006 - 2011
Vantage Point 2004 - 2006
Oriental Trading Company 2003 - 2004
Mutual of Omaha 2001 - 2003
Experian 1999 - 2001
TD Ameritrade 1996 - 1999
Gallup 1991 - 1996
Skills
Vendor Management, Data Center, Disaster Recovery, Cloud Computing, IT Management
Education
University of Nebraska-Lincoln
Traci Eckles Traci Eckles's TD Ameritrade Experience 1997 - 2005
Job RN, BSN
Industry Hospital & Health Care
Experience
QLI - Quality Living Inc. June 2013 - Present
QLI - Quality Living Inc. May 2012 - June 2013
Westwood Church November 2008 - August 2011
TD Ameritrade 1997 - 2005
The Gallup Organization 1990 - 1997
Madonna Rehab Hospital 1992 - 1993
Skills
Customer Service, Leadership, Microsoft Office, Microsoft Word, Process Improvement, Public Speaking, SPSS, Team Building, Project Management, Research
Education
University of Nebraska Medical Center 2011 — 2013
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse
University of Nebraska-Lincoln 1988 — 1992
BA, Psychology
QLI - Quality Living Inc. June 2013 - Present
QLI - Quality Living Inc. May 2012 - June 2013
Westwood Church November 2008 - August 2011
TD Ameritrade 1997 - 2005
The Gallup Organization 1990 - 1997
Madonna Rehab Hospital 1992 - 1993
Skills
Customer Service, Leadership, Microsoft Office, Microsoft Word, Process Improvement, Public Speaking, SPSS, Team Building, Project Management, Research
Education
University of Nebraska Medical Center 2011 — 2013
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse
University of Nebraska-Lincoln 1988 — 1992
BA, Psychology
Chad Armstrong's TD Ameritrade Experience 2003 - 2006
Job Experienced Sales & Sales Management Leader
Industry Human Resources
Experience
Fidelity Investments April 2012 - Present
Ceridian 2011 - 2011
Paychex 2010 - 2011
Paycom 2009 - 2010
Paycom 2007 - 2009
Superior Real Estate Solutions October 2005 - December 2007
TD Ameritrade 2003 - 2006
Skills
Excel, Pivot Tables, CRM software, Contract Negotiations, MS Office Suite, Efficiency Improvement, Six Sigma, Solution Selling, Technology Integration, Technology..., Windows XP Professional, Time Management, Software Sales, Coaching, Training & Development, Staff Training, Software Training, SaaS, Sales Management, Sales Process, Sales Operations, Learning Theory, Adult Education, Workforce Management, Workforce Development, Workforce Planning, Human Capital Management, Data Analysis, Systems Analysis, Business Analysis, Accruals, Cloud Computing, New Business Development, Sales Engineering, Pre-sales Consultancy, SQL, Software Installation, A+, WebEx, Virtual Office, Miller Heiman, Software Industry, Marketing, CRM, Process Improvement, Sales, Human Resources, Cold Calling, Integrity, Professional Ethics
Education
University of North Texas 2000 — 2002
BA, Applied Technology Training and Development
Fidelity Investments April 2012 - Present
Ceridian 2011 - 2011
Paychex 2010 - 2011
Paycom 2009 - 2010
Paycom 2007 - 2009
Superior Real Estate Solutions October 2005 - December 2007
TD Ameritrade 2003 - 2006
Skills
Excel, Pivot Tables, CRM software, Contract Negotiations, MS Office Suite, Efficiency Improvement, Six Sigma, Solution Selling, Technology Integration, Technology..., Windows XP Professional, Time Management, Software Sales, Coaching, Training & Development, Staff Training, Software Training, SaaS, Sales Management, Sales Process, Sales Operations, Learning Theory, Adult Education, Workforce Management, Workforce Development, Workforce Planning, Human Capital Management, Data Analysis, Systems Analysis, Business Analysis, Accruals, Cloud Computing, New Business Development, Sales Engineering, Pre-sales Consultancy, SQL, Software Installation, A+, WebEx, Virtual Office, Miller Heiman, Software Industry, Marketing, CRM, Process Improvement, Sales, Human Resources, Cold Calling, Integrity, Professional Ethics
Education
University of North Texas 2000 — 2002
BA, Applied Technology Training and Development
Brennan Dowling Brennan Dowling's TD Ameritrade Experience August 2011 - Present
Job Financial Rep
Industry Financial Services
Experience
TD Ameritrade August 2011 - Present
Blue Crossing 2008 - 2011
The Expo Group January 2009 - October 2009
VeilTek Solutions, LLC August 2008 - August 2009
Expo Group June 2008 - August 2008
Education
University of North Texas 2006 — 2011
TD Ameritrade August 2011 - Present
Blue Crossing 2008 - 2011
The Expo Group January 2009 - October 2009
VeilTek Solutions, LLC August 2008 - August 2009
Expo Group June 2008 - August 2008
Education
University of North Texas 2006 — 2011
Andrew Napolitano Andrew Napolitano's TD Ameritrade Experience August 2014 - Present
Job Tax Services Rep at TD Ameritrade
Industry Retail
Experience
TD Ameritrade August 2014 - Present
TD Ameritrade August 2014 - Present
Gap Inc. May 2009 - January 2012
University of North Texas- Housing August 2008 - February 2009
Forest Creek Golf Club May 2005 - May 2008
Rue 21 June 2006 - December 2006
Skills
Customer Service, QuickBooks, Merchandising, Inventory Management, Retail, Event Planning, Sales, Social Media, Microsoft Office, Microsoft Excel, Customer Satisfaction, Facebook, Marketing, Management, Social Media Marketing, Leadership
Education
University of North Texas 2007 — 2011
BS, Political Science, History, Business
TD Ameritrade August 2014 - Present
TD Ameritrade August 2014 - Present
Gap Inc. May 2009 - January 2012
University of North Texas- Housing August 2008 - February 2009
Forest Creek Golf Club May 2005 - May 2008
Rue 21 June 2006 - December 2006
Skills
Customer Service, QuickBooks, Merchandising, Inventory Management, Retail, Event Planning, Sales, Social Media, Microsoft Office, Microsoft Excel, Customer Satisfaction, Facebook, Marketing, Management, Social Media Marketing, Leadership
Education
University of North Texas 2007 — 2011
BS, Political Science, History, Business
Blake Pool's TD Ameritrade Experience November 2009 - Present
Job Investment Consultant and Entrepreneur
Industry Events Services
Experience
Fry Street Public House January 2014 - Present
#tagmebro June 2013 - Present
TD Ameritrade November 2009 - Present
Skills
Corporate Events, Event Management, Weddings, Entrepreneurship, Social Media Marketing, Marketing Strategy, Social Media, Parties, Marketing, New Business Development, Marketing Communications, Online Advertising, Event Planning, Small Business, Live Events, Online Marketing, Advertising, Public Relations, Trade Shows, Wedding Planning, Entertainment, Sales, Customer Service
Education
University of North Texas 2004 — 2008
Bachelor of Business Administration (BBA), Accounting and Finance
Fry Street Public House January 2014 - Present
#tagmebro June 2013 - Present
TD Ameritrade November 2009 - Present
Skills
Corporate Events, Event Management, Weddings, Entrepreneurship, Social Media Marketing, Marketing Strategy, Social Media, Parties, Marketing, New Business Development, Marketing Communications, Online Advertising, Event Planning, Small Business, Live Events, Online Marketing, Advertising, Public Relations, Trade Shows, Wedding Planning, Entertainment, Sales, Customer Service
Education
University of North Texas 2004 — 2008
Bachelor of Business Administration (BBA), Accounting and Finance
Leon Gaskin Leon Gaskin's TD Ameritrade Experience June 2014 - Present
Job at
Industry Financial Services
Experience
TD Ameritrade June 2014 - Present
TD Ameritrade December 2012 - Present
TD Ameritrade November 2011 - Present
TD Ameritrade December 2010 - Present
Wells Fargo July 2010 - December 2010
Wachovia Bank September 2007 - July 2010
Skills
Series 7, Series 66, Series 24
Education
University of North Texas 1998 — 2005
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies
University of North Texas 1998 — 2005
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
TD Ameritrade June 2014 - Present
TD Ameritrade December 2012 - Present
TD Ameritrade November 2011 - Present
TD Ameritrade December 2010 - Present
Wells Fargo July 2010 - December 2010
Wachovia Bank September 2007 - July 2010
Skills
Series 7, Series 66, Series 24
Education
University of North Texas 1998 — 2005
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies
University of North Texas 1998 — 2005
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Adam Elghandour Adam Elghandour's TD Ameritrade Experience January 2015 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2015 - Present
TD Ameritrade September 2014 - January 2015
TD Ameritrade August 2013 - September 2014
TD Ameritrade November 2012 - August 2013
Atterro Human Capital Group 2013 - 2013
Savoya April 2012 - October 2012
Shape Up Dallas September 2011 - October 2012
Skills
Multitasker, Team Leadership, Team Motivator, Leadership, Social Media, Entrepreneurship, Customer Service, Marketing, Customer Satisfaction, Sales, New Business Development, Microsoft Excel, Event Planning, Microsoft Office, Account Management, Event Management, Operations Management, Logistics, Social Networking, Microsoft Word, Training, PowerPoint, Coaching, Outlook, Hospitality, Public Speaking, Time Management, Social Media Marketing, Recruiting, Team Building, Public Relations, Leadership Development, Teamwork, Fundraising, Employee Training, Marketing Communications, Strategic Planning, Facebook, Budgets, Inventory Management, Marketing Strategy
Education
University of North Texas 2007 — 2011
Bachelor of Science, Hospitality Management
Mckinney High School 2004 — 2006
Wilton High School 2002 — 2004
TD Ameritrade January 2015 - Present
TD Ameritrade September 2014 - January 2015
TD Ameritrade August 2013 - September 2014
TD Ameritrade November 2012 - August 2013
Atterro Human Capital Group 2013 - 2013
Savoya April 2012 - October 2012
Shape Up Dallas September 2011 - October 2012
Skills
Multitasker, Team Leadership, Team Motivator, Leadership, Social Media, Entrepreneurship, Customer Service, Marketing, Customer Satisfaction, Sales, New Business Development, Microsoft Excel, Event Planning, Microsoft Office, Account Management, Event Management, Operations Management, Logistics, Social Networking, Microsoft Word, Training, PowerPoint, Coaching, Outlook, Hospitality, Public Speaking, Time Management, Social Media Marketing, Recruiting, Team Building, Public Relations, Leadership Development, Teamwork, Fundraising, Employee Training, Marketing Communications, Strategic Planning, Facebook, Budgets, Inventory Management, Marketing Strategy
Education
University of North Texas 2007 — 2011
Bachelor of Science, Hospitality Management
Mckinney High School 2004 — 2006
Wilton High School 2002 — 2004
Abraham Talamantes's TD Ameritrade Experience May 2015 - Present
Job Margin Risk Analyst at TD Ameritrade
Industry Professional Training & Coaching
Experience
TD Ameritrade May 2015 - Present
TD Ameritrade September 2013 - Present
Texas Instruments May 2010 - September 2013
Sports Authority January 2007 - May 2010
Skills
Training Delivery, Training, Employee Training, Data Analysis, Bilingual, Oracle E-Business Suite, Public Speaking, Technical Writing, Management, Sales, Customer Service, Client Liaison, Series 7, Series 63, Strategic Partnerships
Education
University of North Texas 2005 — 2009
Bachelor's degree
TD Ameritrade May 2015 - Present
TD Ameritrade September 2013 - Present
Texas Instruments May 2010 - September 2013
Sports Authority January 2007 - May 2010
Skills
Training Delivery, Training, Employee Training, Data Analysis, Bilingual, Oracle E-Business Suite, Public Speaking, Technical Writing, Management, Sales, Customer Service, Client Liaison, Series 7, Series 63, Strategic Partnerships
Education
University of North Texas 2005 — 2009
Bachelor's degree
Steve Gries, CCIM Steve Gries, CCIM's TD Ameritrade Experience June 1999 - August 2001
Job Investment Sales & Development/ Central Region VP TCN Worldwide/ National Distressed Asset Group Leader
Industry Commercial Real Estate
Experience
DP Management LLC/ TCN Worldwide January 2005 - Present
Dial Land Development Corp December 2007 - February 2009
Dial Properties, Co January 2005 - December 2007
US Bank October 2001 - December 2004
TD AmeriTrade June 1999 - August 2001
Skills
Real Estate Transactions, Commercial Real Estate, Investment Properties, Real Estate, Contract Negotiation, Investments, Real Estate Development, Real Estate Economics, Leases, Property Management
Education
University of Nebraska-Lincoln 1989 — 1992
Business Administration and Management, General
Bellevue University
BS, Business Administration/ Political Science
Millard North HS
University of Nebraska-Lincoln
BS, Business Administration
DP Management LLC/ TCN Worldwide January 2005 - Present
Dial Land Development Corp December 2007 - February 2009
Dial Properties, Co January 2005 - December 2007
US Bank October 2001 - December 2004
TD AmeriTrade June 1999 - August 2001
Skills
Real Estate Transactions, Commercial Real Estate, Investment Properties, Real Estate, Contract Negotiation, Investments, Real Estate Development, Real Estate Economics, Leases, Property Management
Education
University of Nebraska-Lincoln 1989 — 1992
Business Administration and Management, General
Bellevue University
BS, Business Administration/ Political Science
Millard North HS
University of Nebraska-Lincoln
BS, Business Administration
Anthony Arent's TD Ameritrade Experience November 2011 - March 2012
Job Senior Business Risk & Control Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2015 - Present
TIAA-CREF July 2014 - May 2015
TIAA-CREF September 2012 - July 2014
TD Ameritrade November 2011 - March 2012
TD Ameritrade March 2010 - November 2011
AT&T September 2009 - March 2010
Sprint Nextel September 2006 - September 2009
Skills
Series 63, Mutual Funds, Series 7, Sales, Securities, Sales Process, Sales Operations, Retirement Planning, Financial Analysis, Retirement, Strategic Financial..., Customer Service, Financial Services, Financial Advisory, Microsoft Office, Project Management, Management, Financial Markets, Web Applications, Financial Accounting, Mac/PC proficient, Customer Relations, Financial Reporting, Wealth Management, Investments, Asset Allocation, Equities, Portfolio Management, Options, Investment Advisory, Asset Management, Life Insurance, IRAs, Fixed Annuities, Team Building, Process Improvement, Financial Planning
Education
University of North Texas 2004 — 2009
Bachelors, Business
TIAA-CREF May 2015 - Present
TIAA-CREF July 2014 - May 2015
TIAA-CREF September 2012 - July 2014
TD Ameritrade November 2011 - March 2012
TD Ameritrade March 2010 - November 2011
AT&T September 2009 - March 2010
Sprint Nextel September 2006 - September 2009
Skills
Series 63, Mutual Funds, Series 7, Sales, Securities, Sales Process, Sales Operations, Retirement Planning, Financial Analysis, Retirement, Strategic Financial..., Customer Service, Financial Services, Financial Advisory, Microsoft Office, Project Management, Management, Financial Markets, Web Applications, Financial Accounting, Mac/PC proficient, Customer Relations, Financial Reporting, Wealth Management, Investments, Asset Allocation, Equities, Portfolio Management, Options, Investment Advisory, Asset Management, Life Insurance, IRAs, Fixed Annuities, Team Building, Process Improvement, Financial Planning
Education
University of North Texas 2004 — 2009
Bachelors, Business
Brian Coote Brian Coote's TD Ameritrade Experience December 2010 - November 2011
Job Internal Wholesaler at MetLife
Industry Financial Services
Experience
MetLife July 2013 - Present
Financial Advisor December 2011 - July 2013
TD Ameritrade December 2010 - November 2011
E*TRADE Financial October 2007 - November 2010
Skills
Trading, Bonds, Investments, Series 7, Portfolio Management, Structured Products, Fixed Income, Investment Strategies, Mutual Funds, Options, Management, Sales, Securities, Account Management, Business Analysis, Financial Services, Series 63
Education
University of North Carolina at Charlotte - Belk College of Business 1996 — 2000
B.S.B.A, Finance
MetLife July 2013 - Present
Financial Advisor December 2011 - July 2013
TD Ameritrade December 2010 - November 2011
E*TRADE Financial October 2007 - November 2010
Skills
Trading, Bonds, Investments, Series 7, Portfolio Management, Structured Products, Fixed Income, Investment Strategies, Mutual Funds, Options, Management, Sales, Securities, Account Management, Business Analysis, Financial Services, Series 63
Education
University of North Carolina at Charlotte - Belk College of Business 1996 — 2000
B.S.B.A, Finance
Linda Barton McMillan Linda Barton McMillan's TD Ameritrade Experience 2009 - May 2013
Job Sr. Operations Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2013 - Present
TD Ameritrade 2009 - May 2013
Fidelity Investments 2006 - 2008
Fidelity Investments 2005 - 2006
Fidelity Investments 2004 - 2005
Fidelity Investments 2000 - 2004
Fidelity Investments 1996 - 2000
Fidelity Investments 1994 - 1996
Skills
Training, Team Building, Employee Engagement, Leadership, Coaching, Operations Management, Relationship Management, Change Management, Process Improvement, Risk Management, Management, Performance Management, Customer Satisfaction, Performance Consulting, Customer Service, Sales, Leadership Development, Organizational..., Call Centers, Employee Relations, Employee Benefits, Strategy, Vendor Management, Program Management, Financial Services, Onboarding, CRM, Team Leadership, Talent Management, Employee Training, Business Analysis, Cross-functional Team..., Time Management
Education
University of North Texas
BBA, Finance
Fidelity Investments May 2013 - Present
TD Ameritrade 2009 - May 2013
Fidelity Investments 2006 - 2008
Fidelity Investments 2005 - 2006
Fidelity Investments 2004 - 2005
Fidelity Investments 2000 - 2004
Fidelity Investments 1996 - 2000
Fidelity Investments 1994 - 1996
Skills
Training, Team Building, Employee Engagement, Leadership, Coaching, Operations Management, Relationship Management, Change Management, Process Improvement, Risk Management, Management, Performance Management, Customer Satisfaction, Performance Consulting, Customer Service, Sales, Leadership Development, Organizational..., Call Centers, Employee Relations, Employee Benefits, Strategy, Vendor Management, Program Management, Financial Services, Onboarding, CRM, Team Leadership, Talent Management, Employee Training, Business Analysis, Cross-functional Team..., Time Management
Education
University of North Texas
BBA, Finance
Jose Reyna Jose Reyna's TD Ameritrade Experience December 2003 - April 2005
Job Corporate Recruiter at First Cash Financial Services
Industry Staffing and Recruiting
Experience
First Cash Financial Services March 2012 - Present
Spherion April 2011 - March 2012
Select Staffing February 2006 - January 2009
TD Ameritrade December 2003 - April 2005
Sabre Holdings January 2001 - October 2003
Flash Net Communications January 1997 - January 2001
Skills
Sales Management, Recruiting, Customer Service, Customer Acquisition, Human Resources, Human Relations, Temporary Placement, Management, Employee Relations, People Skills, College Recruiting, Access, Training, Budgets, Leadership, Microsoft Office, Market Research, Sales, Applicant Tracking..., Staffing Services, Customer Satisfaction, Onboarding, Strategy, Technical Recruiting, Talent Acquisition, Contract Recruitment, Call Center, Internet Recruiting, Payroll, Sourcing, Call Centers, Time Management, Account Management, Coaching, Employee Benefits, PeopleSoft, New Hire Orientations, Deferred Compensation, Screening, Cold Calling, Temporary Staffing
Education
Diamond Hill Jarvis 1992 — 1996
University of North Texas
First Cash Financial Services March 2012 - Present
Spherion April 2011 - March 2012
Select Staffing February 2006 - January 2009
TD Ameritrade December 2003 - April 2005
Sabre Holdings January 2001 - October 2003
Flash Net Communications January 1997 - January 2001
Skills
Sales Management, Recruiting, Customer Service, Customer Acquisition, Human Resources, Human Relations, Temporary Placement, Management, Employee Relations, People Skills, College Recruiting, Access, Training, Budgets, Leadership, Microsoft Office, Market Research, Sales, Applicant Tracking..., Staffing Services, Customer Satisfaction, Onboarding, Strategy, Technical Recruiting, Talent Acquisition, Contract Recruitment, Call Center, Internet Recruiting, Payroll, Sourcing, Call Centers, Time Management, Account Management, Coaching, Employee Benefits, PeopleSoft, New Hire Orientations, Deferred Compensation, Screening, Cold Calling, Temporary Staffing
Education
Diamond Hill Jarvis 1992 — 1996
University of North Texas
Carson Blake Davis Carson Blake Davis's TD Ameritrade Experience July 2011 - March 2012
Job Financial Representative
Industry Financial Services
Experience
Sparkle Brite Pool Stores May 2015 - Present
TD Ameritrade July 2011 - March 2012
Fidelity Investments July 2007 - April 2010
Fidelity Investments October 2001 - July 2007
Fidelity Investments November 1999 - October 2001
Skills
Financial Services, Retail Brokerage, Technical Support, Customer Service, Securities, Mutual Funds, Retirement Planning, Series 7, Series 63
Education
University of North Texas 2009 — 2013
Bachelor of Business Administration (BBA), Finance, 3.6
Sparkle Brite Pool Stores May 2015 - Present
TD Ameritrade July 2011 - March 2012
Fidelity Investments July 2007 - April 2010
Fidelity Investments October 2001 - July 2007
Fidelity Investments November 1999 - October 2001
Skills
Financial Services, Retail Brokerage, Technical Support, Customer Service, Securities, Mutual Funds, Retirement Planning, Series 7, Series 63
Education
University of North Texas 2009 — 2013
Bachelor of Business Administration (BBA), Finance, 3.6
Casey Vogel Casey Vogel's TD Ameritrade Experience November 2011 - Present
Job Senior Amerivest Support at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade November 2011 - Present
Skills
Microsoft Office, Sales, Leadership, Microsoft Word, Investments
Education
University of North Texas 2004 — 2009
Bachelor of Business Administration (B.B.A.), Marketing
TD Ameritrade November 2011 - Present
Skills
Microsoft Office, Sales, Leadership, Microsoft Word, Investments
Education
University of North Texas 2004 — 2009
Bachelor of Business Administration (B.B.A.), Marketing
Jamar Jones's TD Ameritrade Experience March 2007 - March 2010
Job Sr. Financial Advisor at Kinwest Capital Advisors
Industry Financial Services
Experience
Kinwest Capital Advisors July 2014 - Present
HD Vest Financial Services July 2014 - Present
Jaynect June 2010 - Present
Fidelity Investments March 2010 - June 2013
TD Ameritrade March 2007 - March 2010
Investment Firm January 2006 - March 2007
Skills
Management, Leadership, Marketing, Sales, Team Building, Sales Management, Strategic Financial..., Start-ups, Strategic Planning, Training, Recruiting, Retirement Planning, Investments, Operations Management, Networking, Financial Analysis
Education
University of New Orleans
Vandebilt Catholic High School
Kinwest Capital Advisors July 2014 - Present
HD Vest Financial Services July 2014 - Present
Jaynect June 2010 - Present
Fidelity Investments March 2010 - June 2013
TD Ameritrade March 2007 - March 2010
Investment Firm January 2006 - March 2007
Skills
Management, Leadership, Marketing, Sales, Team Building, Sales Management, Strategic Financial..., Start-ups, Strategic Planning, Training, Recruiting, Retirement Planning, Investments, Operations Management, Networking, Financial Analysis
Education
University of New Orleans
Vandebilt Catholic High School
Taylor Sansoni Taylor Sansoni's TD Ameritrade Experience June 2015 - Present
Job Financial Rep at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2015 - Present
TD Ameritrade October 2014 - June 2015
Country Club of Lincoln May 2011 - August 2013
Ruby Tuesday April 2010 - March 2012
Skills
Customer Service, Hospitality, Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, Management, Sales, Time Management, PowerPoint, Teamwork, Outlook
Education
University of Nebraska-Lincoln 2010 — 2012
Bachelor's degree, Hospitality, Restaurant, Tourism Management
TD Ameritrade June 2015 - Present
TD Ameritrade October 2014 - June 2015
Country Club of Lincoln May 2011 - August 2013
Ruby Tuesday April 2010 - March 2012
Skills
Customer Service, Hospitality, Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, Management, Sales, Time Management, PowerPoint, Teamwork, Outlook
Education
University of Nebraska-Lincoln 2010 — 2012
Bachelor's degree, Hospitality, Restaurant, Tourism Management
Jeff Byrum, CeM's TD Ameritrade Experience July 2014 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2014 - Present
TD Ameritrade September 2013 - July 2014
MultiView March 2011 - September 2013
Outfield Marketing February 2007 - May 2009
Skills
Financial Planning, Portfolio Management, Retirement Planning, Investments, Wealth Management, Financial Guidance, Strategic Planning, Investment Portfolio, Series 7, Series 66, Investment Strategies, Stock Market, Financial Advisory, Investment Management, ETFs, Wealth Accumulation, Retirement, Trading Strategies, Strategic Financial..., Mutual Funds, Qualified Retirement..., Wealth Management..., Stock Management, Personal Finance, Sales, Sales Operations, Lean Management, Lean Thinking, Marketing, Advertising Sales, Marketing Communications, Online Advertising, B2B, Advertising, Email Marketing, Account Management, Marketing Strategy
Education
University of North Texas 2006 — 2010
Bachelor of Sociology
TD Ameritrade July 2014 - Present
TD Ameritrade September 2013 - July 2014
MultiView March 2011 - September 2013
Outfield Marketing February 2007 - May 2009
Skills
Financial Planning, Portfolio Management, Retirement Planning, Investments, Wealth Management, Financial Guidance, Strategic Planning, Investment Portfolio, Series 7, Series 66, Investment Strategies, Stock Market, Financial Advisory, Investment Management, ETFs, Wealth Accumulation, Retirement, Trading Strategies, Strategic Financial..., Mutual Funds, Qualified Retirement..., Wealth Management..., Stock Management, Personal Finance, Sales, Sales Operations, Lean Management, Lean Thinking, Marketing, Advertising Sales, Marketing Communications, Online Advertising, B2B, Advertising, Email Marketing, Account Management, Marketing Strategy
Education
University of North Texas 2006 — 2010
Bachelor of Sociology
Jamar Jones's TD Ameritrade Experience March 2007 - March 2010
Job Sr. Business Development Consultant at HD Vest Financial Services
Industry Financial Services
Experience
HD Vest Financial Services July 2014 - Present
Kinwest Capital Advisors July 2014 - Present
Jaynect June 2010 - Present
Fidelity Investments March 2010 - June 2013
TD Ameritrade March 2007 - March 2010
Investment Firm January 2006 - March 2007
Skills
Portfolio Management, Investments, Retirement Planning, Team Leadership, Business Strategy, Business Development, Project Management, Non-profit Program...
Education
University of New Orleans
Business Administration, Management and Operations
HD Vest Financial Services July 2014 - Present
Kinwest Capital Advisors July 2014 - Present
Jaynect June 2010 - Present
Fidelity Investments March 2010 - June 2013
TD Ameritrade March 2007 - March 2010
Investment Firm January 2006 - March 2007
Skills
Portfolio Management, Investments, Retirement Planning, Team Leadership, Business Strategy, Business Development, Project Management, Non-profit Program...
Education
University of New Orleans
Business Administration, Management and Operations
Phillip Epting Phillip Epting's TD Ameritrade Experience December 2013 - Present
Job Client Service Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade December 2013 - Present
Wells Fargo Insurance Services February 2012 - December 2013
Blockade Runner Beach Resort April 2009 - November 2010
NATURA BRANDS LLC February 2008 - March 2009
BROCK ans SCOTT PLLC April 2008 - August 2008
YMCA February 2005 - August 2007
Skills
Series 7, Series 66
Education
University of North Carolina at Wilmington 2005 — 2009
Bachelor of Science, Business Administration; Finance and Economics
TD Ameritrade December 2013 - Present
Wells Fargo Insurance Services February 2012 - December 2013
Blockade Runner Beach Resort April 2009 - November 2010
NATURA BRANDS LLC February 2008 - March 2009
BROCK ans SCOTT PLLC April 2008 - August 2008
YMCA February 2005 - August 2007
Skills
Series 7, Series 66
Education
University of North Carolina at Wilmington 2005 — 2009
Bachelor of Science, Business Administration; Finance and Economics
Bao (Elijah) Lam's TD Ameritrade Experience June 2015 - August 2015
Job Student at University of North Texas
Industry Financial Services
Experience
Bob Dillon Brokerage Group August 2015 - Present
TD Ameritrade June 2015 - August 2015
CyraCom August 2011 - May 2015
Skills
Fundamental Analysis, Microsoft Office, Bloomberg Terminal, Critical Thinking, Market Research, Financial Analysis, Financial Reporting, Vietnamese, Leadership, Teamwork, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Management, Research, Time Management
Education
University of North Texas 2013 — 2017
Bachelor’s Degree, Finance, General, Junior
University of North Texas 2013 — 2017
Finance, General
Bob Dillon Brokerage Group August 2015 - Present
TD Ameritrade June 2015 - August 2015
CyraCom August 2011 - May 2015
Skills
Fundamental Analysis, Microsoft Office, Bloomberg Terminal, Critical Thinking, Market Research, Financial Analysis, Financial Reporting, Vietnamese, Leadership, Teamwork, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Management, Research, Time Management
Education
University of North Texas 2013 — 2017
Bachelor’s Degree, Finance, General, Junior
University of North Texas 2013 — 2017
Finance, General
Siamak Vazeen's TD Ameritrade Experience September 2015 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2015 - Present
TD Ameritrade April 2014 - September 2015
Wells Fargo Advisors, LLC September 2013 - April 2014
Fifth Third Bank July 2012 - September 2013
Northwestern Mutual June 2011 - July 2012
Skills
Investments, Consultative Sales..., Asset Management, Portfolio Management, Asset Allocation, Business Development, Retirement, Sales, Life Insurance, Microsoft Office, Credit, Small Business Lending, Commercial Lending, Loans, Series 63, Retirement Planning, Mutual Funds, Insurance, Finance, Series 7, series 66
Education
University of North Carolina at Greensboro 2005 — 2009
Providence Day School 1997 — 2005
TD Ameritrade September 2015 - Present
TD Ameritrade April 2014 - September 2015
Wells Fargo Advisors, LLC September 2013 - April 2014
Fifth Third Bank July 2012 - September 2013
Northwestern Mutual June 2011 - July 2012
Skills
Investments, Consultative Sales..., Asset Management, Portfolio Management, Asset Allocation, Business Development, Retirement, Sales, Life Insurance, Microsoft Office, Credit, Small Business Lending, Commercial Lending, Loans, Series 63, Retirement Planning, Mutual Funds, Insurance, Finance, Series 7, series 66
Education
University of North Carolina at Greensboro 2005 — 2009
Providence Day School 1997 — 2005
Angela Butson's TD Ameritrade Experience August 2013 - Present
Job Account Service Rep at TD Ameritrade Institutional
Industry Investment Management
Experience
TD Ameritrade August 2013 - Present
TD Ameritrade January 2014 - January 2015
Dfw Imprint January 2009 - July 2011
Skills
Theatre, Psychology, Microsoft Office, Communication, Team Building, Customer Service, Social Networking, Public Speaking, Time Management, Leadership, Sales
Education
University of North Texas 2010 — 2013
Bachelor's degree, Psychology
Universidad Veritas 2012 — 2012
Spanish
University of the Ozarks 2009 — 2009
Theatre
TD Ameritrade August 2013 - Present
TD Ameritrade January 2014 - January 2015
Dfw Imprint January 2009 - July 2011
Skills
Theatre, Psychology, Microsoft Office, Communication, Team Building, Customer Service, Social Networking, Public Speaking, Time Management, Leadership, Sales
Education
University of North Texas 2010 — 2013
Bachelor's degree, Psychology
Universidad Veritas 2012 — 2012
Spanish
University of the Ozarks 2009 — 2009
Theatre
Christopher Mankoff Christopher Mankoff's TD Ameritrade Experience February 2010 - Present
Job Investment Consultant at TD Ameritrade
Industry Investment Management
Experience
TD Ameritrade February 2010 - Present
Skills
Series 7, 401k Rollovers, Retirement Planning, Roth IRA, Retirement, Morningstar, ETFs, Investment Strategies, Financial Advisory, Options Strategies, Series 65, Series 63, IRAs, Retirement Plan..., Mutual Funds, Sales Presentations, Asset Allocation, Wealth Management, Investment Advisory, Securities, Income Protection, Wealth Management..., Wealth Accumulation, Investments, 401k, Investment Management, Equities, Options, Bonds, Portfolio Management, Asset Management, CRM, Stock Market, Equity Trading, Trading, Relationship Management, Qualified Retirement..., Personal Financial..., High Net Worth..., Strategic Financial..., Fixed Income, FINRA, Series 24, Alternative Investments
Education
University of North Texas 2002 — 2007
Bachelor's degree, Business and Personal/Financial Services Marketing Operations
TD Ameritrade February 2010 - Present
Skills
Series 7, 401k Rollovers, Retirement Planning, Roth IRA, Retirement, Morningstar, ETFs, Investment Strategies, Financial Advisory, Options Strategies, Series 65, Series 63, IRAs, Retirement Plan..., Mutual Funds, Sales Presentations, Asset Allocation, Wealth Management, Investment Advisory, Securities, Income Protection, Wealth Management..., Wealth Accumulation, Investments, 401k, Investment Management, Equities, Options, Bonds, Portfolio Management, Asset Management, CRM, Stock Market, Equity Trading, Trading, Relationship Management, Qualified Retirement..., Personal Financial..., High Net Worth..., Strategic Financial..., Fixed Income, FINRA, Series 24, Alternative Investments
Education
University of North Texas 2002 — 2007
Bachelor's degree, Business and Personal/Financial Services Marketing Operations
Connor Campbell Connor Campbell's TD Ameritrade Experience April 2011 - July 2013
Job Business Analyst II at MedSynergies
Industry Hospital & Health Care
Experience
MedSynergies May 2015 - Present
BroadJump, LLC June 2014 - April 2015
Citi July 2013 - March 2014
TD Ameritrade April 2011 - July 2013
Skills
Series 63, Series 7, Microsoft Excel, Securities, Performance Improvement, Data Analysis, Cost Basis Reporting, Customer Escalation..., Derivatives, Fixed Income, Risk Management, Equities, Mutual Funds, Sales, Time Management, Bloomberg, Microsoft Office, Financial Analysis, Microsoft Word, Process Improvement
Education
University of North Texas 2007 — 2010
Bachelor of Business Administration (B.B.A.)
MedSynergies May 2015 - Present
BroadJump, LLC June 2014 - April 2015
Citi July 2013 - March 2014
TD Ameritrade April 2011 - July 2013
Skills
Series 63, Series 7, Microsoft Excel, Securities, Performance Improvement, Data Analysis, Cost Basis Reporting, Customer Escalation..., Derivatives, Fixed Income, Risk Management, Equities, Mutual Funds, Sales, Time Management, Bloomberg, Microsoft Office, Financial Analysis, Microsoft Word, Process Improvement
Education
University of North Texas 2007 — 2010
Bachelor of Business Administration (B.B.A.)
Taylor Bardsley Taylor Bardsley's TD Ameritrade Experience June 2014 - September 2014
Job HR Assistant at Bryan Health
Industry Human Resources
Experience
Bryan Health September 2014 - Present
TD Ameritrade June 2014 - September 2014
University of Nebraska-Lincoln Children's Center April 2012 - April 2014
Runza Resturant July 2010 - March 2011
Godfather's Pizza December 2009 - May 2010
Skills
Human Resources, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Time Management, Cash Register, Resume Writing, Teamwork, Outlook, PeopleSoft, Telephone Skills
Education
University of Nebraska-Lincoln 2011 — 2014
Bachelor of Science (BS) Business Administration (BA), Human Resource Management
Bryan Health September 2014 - Present
TD Ameritrade June 2014 - September 2014
University of Nebraska-Lincoln Children's Center April 2012 - April 2014
Runza Resturant July 2010 - March 2011
Godfather's Pizza December 2009 - May 2010
Skills
Human Resources, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Time Management, Cash Register, Resume Writing, Teamwork, Outlook, PeopleSoft, Telephone Skills
Education
University of Nebraska-Lincoln 2011 — 2014
Bachelor of Science (BS) Business Administration (BA), Human Resource Management
Seth Schafersman Seth Schafersman's TD Ameritrade Experience June 2015 - Present
Job Investment Services Intern at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2015 - Present
New Student Enrollment January 2014 - May 2015
University of Nebraska-Lincoln Recreation Center August 2013 - April 2015
Prairie Fields Family Medicine May 2013 - May 2014
Fremont Golf Club August 2010 - August 2013
Nebraska Orthopaedic June 2012 - August 2012
Skills
Leadership, Time Management, Microsoft Office, Customer Service, JMP Statistical Software
Education
University of Nebraska-Lincoln 2012 — 2016
Bachelor of Business Administration (BBA), Finance, Economics
TD Ameritrade June 2015 - Present
New Student Enrollment January 2014 - May 2015
University of Nebraska-Lincoln Recreation Center August 2013 - April 2015
Prairie Fields Family Medicine May 2013 - May 2014
Fremont Golf Club August 2010 - August 2013
Nebraska Orthopaedic June 2012 - August 2012
Skills
Leadership, Time Management, Microsoft Office, Customer Service, JMP Statistical Software
Education
University of Nebraska-Lincoln 2012 — 2016
Bachelor of Business Administration (BBA), Finance, Economics
Tanner Olson's TD Ameritrade Experience July 2015 - Present
Job Financial Representative at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2015 - Present
TD Ameritrade June 2014 - July 2015
Northwestern Mutual January 2014 - May 2014
MWR.Inc April 2012 - August 2013
Skills
Sales, Friendly Personality, Entrepreneurial Finance, Highly detail oriented, Highly personable, Building Relationships, Finance, Leadership, Financial Analysis, Teamwork, Social Networking, Insurance, Financial Planning
Education
Univeristy of Nebraska at Omaha 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
University of Nebraska-Lincoln 2009 — 2011
TD Ameritrade July 2015 - Present
TD Ameritrade June 2014 - July 2015
Northwestern Mutual January 2014 - May 2014
MWR.Inc April 2012 - August 2013
Skills
Sales, Friendly Personality, Entrepreneurial Finance, Highly detail oriented, Highly personable, Building Relationships, Finance, Leadership, Financial Analysis, Teamwork, Social Networking, Insurance, Financial Planning
Education
Univeristy of Nebraska at Omaha 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
University of Nebraska-Lincoln 2009 — 2011
Lionel Sneed Lionel Sneed's TD Ameritrade Experience June 2006 - Present
Job Institutional Account Services (Elite) Analyst at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2006 - Present
Fidelity Investments February 2006 - June 2006
Ryder Logistics March 2004 - February 2005
Skills
Asset Transfer Analyst, US Army Veteran, Analysis, Investments, Financial Analysis, Entrepreneurship, Process Improvement, Business Analysis
Education
University of North Texas
Political Science
Battery Creek High School
TD Ameritrade June 2006 - Present
Fidelity Investments February 2006 - June 2006
Ryder Logistics March 2004 - February 2005
Skills
Asset Transfer Analyst, US Army Veteran, Analysis, Investments, Financial Analysis, Entrepreneurship, Process Improvement, Business Analysis
Education
University of North Texas
Political Science
Battery Creek High School
Christy Thomas Christy Thomas's TD Ameritrade Experience November 2008 - Present
Job Experienced Training and Organizational Development Professional
Industry Financial Services
Experience
TD Ameritrade November 2008 - Present
Skills
Vendor Management, Financial Services, Coaching, Performance Management, Relationship Management, Talent Management, Rewards and Recognition, Associate Engagement, Team Building, Process Improvement, Development and..., Call Center Operations, Change Management, E-Learning, Employee Engagement, Leadership, Call Centers, Recruiting, Training, Training & Development, Strategic Planning, Blended Learning, Strategy, Human Resources, Management
Education
University of North Texas
TD Ameritrade November 2008 - Present
Skills
Vendor Management, Financial Services, Coaching, Performance Management, Relationship Management, Talent Management, Rewards and Recognition, Associate Engagement, Team Building, Process Improvement, Development and..., Call Center Operations, Change Management, E-Learning, Employee Engagement, Leadership, Call Centers, Recruiting, Training, Training & Development, Strategic Planning, Blended Learning, Strategy, Human Resources, Management
Education
University of North Texas
Katrina Carter Katrina Carter's TD Ameritrade Experience 2004 - 2007
Job Business Integration Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2009 - Present
TIAA-CREF July 2007 - December 2009
TD Ameritrade 2004 - 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Team Building, Training, English, Process Improvement, Windows, Outlook, HTML, Time Management, SQL, Java
Education
University of North Texas 1998 — 2003
Bachelor of Science (B.S.), Business Computer Information Systems
TIAA-CREF 2009 - Present
TIAA-CREF July 2007 - December 2009
TD Ameritrade 2004 - 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Team Building, Training, English, Process Improvement, Windows, Outlook, HTML, Time Management, SQL, Java
Education
University of North Texas 1998 — 2003
Bachelor of Science (B.S.), Business Computer Information Systems
Stephanie Rasmussen Stephanie Rasmussen's TD Ameritrade Experience September 2010 - September 2011
Job Director, N.A. Conferences, Capital Markets Banking & Finance at Marcus Evans
Industry Events Services
Experience
Marcus Evans July 2015 - Present
Marcus Evans October 2014 - Present
Marcus Evans March 2013 - September 2014
Marcus Evans March 2012 - March 2013
Worldwide Express October 2011 - January 2012
TD Ameritrade September 2010 - September 2011
Brix September 2009 - September 2011
Union Bank & Trust January 2008 - August 2009
Skills
SharePoint, PowerPoint, Adobe Creative Suite, MS Office Suite, Corporate Events, Marketing Communications, Coaching, Public Relations, Salesforce.com, Inside Sales, Banking, Retail, Trade Shows, Marketing Strategy, Marketing Research, Sales, Sales Management, Account Management, Email Marketing, Business Development, Management, Training, Copywriting, Marketing, Media Relations, Market Research, Social Media, Advertising, Social Networking, Team Leadership, Online Marketing, Strategic Partnerships, Social Media Marketing, Program Management, B2B Marketing, Strategic Communications, Leadership, Project Management, Lead Generation, B2B, Direct Marketing, New Business Development, Analysis, Brand Management
Education
University of Nebraska-Lincoln 2005 — 2009
Bachelor of Science (B.S.), Marketing
V.J. & Angela Skutt Catholic High School 2001 — 2005
Marcus Evans July 2015 - Present
Marcus Evans October 2014 - Present
Marcus Evans March 2013 - September 2014
Marcus Evans March 2012 - March 2013
Worldwide Express October 2011 - January 2012
TD Ameritrade September 2010 - September 2011
Brix September 2009 - September 2011
Union Bank & Trust January 2008 - August 2009
Skills
SharePoint, PowerPoint, Adobe Creative Suite, MS Office Suite, Corporate Events, Marketing Communications, Coaching, Public Relations, Salesforce.com, Inside Sales, Banking, Retail, Trade Shows, Marketing Strategy, Marketing Research, Sales, Sales Management, Account Management, Email Marketing, Business Development, Management, Training, Copywriting, Marketing, Media Relations, Market Research, Social Media, Advertising, Social Networking, Team Leadership, Online Marketing, Strategic Partnerships, Social Media Marketing, Program Management, B2B Marketing, Strategic Communications, Leadership, Project Management, Lead Generation, B2B, Direct Marketing, New Business Development, Analysis, Brand Management
Education
University of Nebraska-Lincoln 2005 — 2009
Bachelor of Science (B.S.), Marketing
V.J. & Angela Skutt Catholic High School 2001 — 2005
Christopher Redwine Christopher Redwine's TD Ameritrade Experience March 2015 - Present
Job Senior Risk Analyst, Credit Risk at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade March 2015 - Present
TD Ameritrade June 2014 - March 2015
TD Ameritrade Clearing, Inc. August 2012 - June 2014
Outdoor Pursuits Center at the University of North Texas August 2009 - September 2010
SCP Distributors, Inc. June 2009 - August 2009
Skills
Risk Analytics, Ext JS, Credit Risk, JavaScript, Financial Analysis, Netezza, Series 7, Securities, Tableau, Statistics, Microsoft SQL Server, ETL, Cost Basis Reporting, SQL, Process Automation, VBScript, VBA, Data Warehousing, Database Design, Business Intelligence, Dashboarding, C#, Executive Reporting, Predictive Analytics, WinSQL, Microsoft Excel, Microsoft Access, Probability Theory, Data Analysis, Crystal Reports, Linear Algebra, Differential Equations, Vector Calculus, Real Analysis, Complex Analysis, Set Theory, Number Theory, Abstract Algebra, Geometry, Mathematics, Problem Solving, Analytical Skills, French, JIRA
Education
University of North Texas 2007 — 2012
Bachelor of Science (B.S.), Mathematics, 3.9 Major GPA
Birdville High School 2003 — 2007
Richland Middle School
TD Ameritrade March 2015 - Present
TD Ameritrade June 2014 - March 2015
TD Ameritrade Clearing, Inc. August 2012 - June 2014
Outdoor Pursuits Center at the University of North Texas August 2009 - September 2010
SCP Distributors, Inc. June 2009 - August 2009
Skills
Risk Analytics, Ext JS, Credit Risk, JavaScript, Financial Analysis, Netezza, Series 7, Securities, Tableau, Statistics, Microsoft SQL Server, ETL, Cost Basis Reporting, SQL, Process Automation, VBScript, VBA, Data Warehousing, Database Design, Business Intelligence, Dashboarding, C#, Executive Reporting, Predictive Analytics, WinSQL, Microsoft Excel, Microsoft Access, Probability Theory, Data Analysis, Crystal Reports, Linear Algebra, Differential Equations, Vector Calculus, Real Analysis, Complex Analysis, Set Theory, Number Theory, Abstract Algebra, Geometry, Mathematics, Problem Solving, Analytical Skills, French, JIRA
Education
University of North Texas 2007 — 2012
Bachelor of Science (B.S.), Mathematics, 3.9 Major GPA
Birdville High School 2003 — 2007
Richland Middle School
Gabriel Vallejo Gabriel Vallejo's TD Ameritrade Experience January 2014 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2014 - Present
TD Ameritrade October 2012 - Present
Prudential Financial March 2012 - September 2012
Prudential Financial January 2012 - September 2012
North Star Resource Group August 2011 - March 2012
JONES & CRANE January 2009 - August 2009
Skills
Excel, Microsoft Office, Accounting, Word, PowerPoint, Access, Customer Service, Financial Reporting, SQL, Data Analysis, Financial Planning, Team Building, Outlook, Windows, Insurance, Financial Analysis, Finance, Retirement Planning, Financial Planners, Mutual Funds, Risk Management, Securities, Fixed Annuities, PeopleSoft, Life Insurance, Health Insurance, Peachtree, Research, Series 7, Microsoft Excel, Strategic Financial..., Microsoft Word, Leadership, Analysis, Data Entry, Marketing, Retirement, Employee Benefits, Investments
Education
University of North Texas 2009 — 2013
Bachelor, Accounting
University of North Texas 2009 — 2012
BBA, Accounting
University of Texas at Brownsville
Bachelor's degree, Accounting and Finance
TD Ameritrade January 2014 - Present
TD Ameritrade October 2012 - Present
Prudential Financial March 2012 - September 2012
Prudential Financial January 2012 - September 2012
North Star Resource Group August 2011 - March 2012
JONES & CRANE January 2009 - August 2009
Skills
Excel, Microsoft Office, Accounting, Word, PowerPoint, Access, Customer Service, Financial Reporting, SQL, Data Analysis, Financial Planning, Team Building, Outlook, Windows, Insurance, Financial Analysis, Finance, Retirement Planning, Financial Planners, Mutual Funds, Risk Management, Securities, Fixed Annuities, PeopleSoft, Life Insurance, Health Insurance, Peachtree, Research, Series 7, Microsoft Excel, Strategic Financial..., Microsoft Word, Leadership, Analysis, Data Entry, Marketing, Retirement, Employee Benefits, Investments
Education
University of North Texas 2009 — 2013
Bachelor, Accounting
University of North Texas 2009 — 2012
BBA, Accounting
University of Texas at Brownsville
Bachelor's degree, Accounting and Finance
Rohn Vigne's TD Ameritrade Experience 2006 - 2007
Job Experienced Production Supervisor & Quailty Innovator
Industry Food & Beverages
Experience
Metal Coaters of Georgia January 2015 - Present
MillerCoors April 2013 - Present
Kraft Foods 2011 - April 2013
Schreiber Foods 2007 - 2011
TD Ameritrade 2006 - 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Outlook, Teaching, Leadership, Management, Process Improvement, Project Planning, Quality Assurance, Six Sigma, Training, Continuous Improvement, 5S, Operations Management, Supply Chain
Education
Louisiana State University
International Business
University of New Orleans
Bachelor’s Degree, Accounting
Metal Coaters of Georgia January 2015 - Present
MillerCoors April 2013 - Present
Kraft Foods 2011 - April 2013
Schreiber Foods 2007 - 2011
TD Ameritrade 2006 - 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Outlook, Teaching, Leadership, Management, Process Improvement, Project Planning, Quality Assurance, Six Sigma, Training, Continuous Improvement, 5S, Operations Management, Supply Chain
Education
Louisiana State University
International Business
University of New Orleans
Bachelor’s Degree, Accounting
Dave Bryanton Dave Bryanton's TD Ameritrade Experience April 2009 - April 2013
Job Lean Program Lead
Industry Financial Services
Experience
TD April 2013 - Present
TD Ameritrade April 2009 - April 2013
TD Bank May 2008 - April 2009
TD Bank September 2004 - May 2008
TD Canada Trust 2000 - 2002
Skills
Workforce Management, Six Sigma, Business Analysis, Lean Sigma, Business Relationship..., Management, Managing Partner..., Managing Large Budgets, Managing IT..., Managing Managers, Credit, Phone Banking, VoIP, Brokerage, Financial Analysis, Data Analysis, Call Centers, Change Management, Strategy, Forecasting, Financial Services, Relationship Management, Project Management, Vendor Management, Credit Cards, Finance, Contact Centers, Business Process..., Process Improvement, Banking, Performance Management, Call Routing, Team Leadership, People Development, Mortgage Lending, Operations Management, Analytics, Analysis, Operational Excellence, Back Office, Risk Management, IVR, Retail Banking, Leadership, Capacity Planning
Education
University of New Brunswick 1998 — 2000
Computer Science
Kennebecasis Valley High School 1995 — 1998
Kennebecasis Valley High School
TD April 2013 - Present
TD Ameritrade April 2009 - April 2013
TD Bank May 2008 - April 2009
TD Bank September 2004 - May 2008
TD Canada Trust 2000 - 2002
Skills
Workforce Management, Six Sigma, Business Analysis, Lean Sigma, Business Relationship..., Management, Managing Partner..., Managing Large Budgets, Managing IT..., Managing Managers, Credit, Phone Banking, VoIP, Brokerage, Financial Analysis, Data Analysis, Call Centers, Change Management, Strategy, Forecasting, Financial Services, Relationship Management, Project Management, Vendor Management, Credit Cards, Finance, Contact Centers, Business Process..., Process Improvement, Banking, Performance Management, Call Routing, Team Leadership, People Development, Mortgage Lending, Operations Management, Analytics, Analysis, Operational Excellence, Back Office, Risk Management, IVR, Retail Banking, Leadership, Capacity Planning
Education
University of New Brunswick 1998 — 2000
Computer Science
Kennebecasis Valley High School 1995 — 1998
Kennebecasis Valley High School
Tim Vaske's TD Ameritrade Experience November 2012 - April 2013
Job M.P.A Student at UNLV
Industry Government Administration
Experience
City of Coralville July 2013 - May 2014
TD Ameritrade November 2012 - April 2013
Carmax April 2012 - September 2012
United States Air Force 2008 - 2012
Kenco Group, Inc. September 2007 - March 2008
Van Diest Supply Company March 2007 - September 2007
Skills
Public Service, Public Speaking, Public Policy, Investment Strategies, Inventory Management, Customer Service, Customer Satisfaction, Lean Principles, PeopleSoft, Logistics, Communications, Statistics, Parks and Recreation, Security Clearance, Salesforce
Education
University of Nevada-Las Vegas 2014 — 2016
M.P.A. Public Administration, 3.7/4.0
Grand View University 2004 — 2006
B.A., Political Science, Pre-Law, 3.3/4.0
Webster City High School 1997 — 2001
Diploma, Chemistry, 3.4/4.0
City of Coralville July 2013 - May 2014
TD Ameritrade November 2012 - April 2013
Carmax April 2012 - September 2012
United States Air Force 2008 - 2012
Kenco Group, Inc. September 2007 - March 2008
Van Diest Supply Company March 2007 - September 2007
Skills
Public Service, Public Speaking, Public Policy, Investment Strategies, Inventory Management, Customer Service, Customer Satisfaction, Lean Principles, PeopleSoft, Logistics, Communications, Statistics, Parks and Recreation, Security Clearance, Salesforce
Education
University of Nevada-Las Vegas 2014 — 2016
M.P.A. Public Administration, 3.7/4.0
Grand View University 2004 — 2006
B.A., Political Science, Pre-Law, 3.3/4.0
Webster City High School 1997 — 2001
Diploma, Chemistry, 3.4/4.0
Tammy Rasplicka Tammy Rasplicka's TD Ameritrade Experience December 2008 - February 2009
Job Director of Corporate Services Support at StockCross Financial Services
Industry Financial Services
Experience
StockCross Financial Services March 2014 - Present
First National Bank of Omaha May 2012 - March 2014
Legent Clearing March 2012 - April 2012
First National Bank of Omaha July 2010 - March 2012
a local advisory firm June 2009 - July 2010
TD Ameritrade December 2008 - February 2009
TD Ameritrade September 2005 - December 2008
TD Ameritrade September 2004 - September 2005
TD Ameritrade January 2004 - May 2004
TD Ameritrade July 1999 - January 2004
Skills
Series 7, Series 63, Investments, Securities, Risk Management, Compliance, Series 24, Insurance, Process Improvement, Series 4, Series 65, Life and health..., Asset Management, Wealth Management, Portfolio Management, FINRA, Options, Financial Analysis, Financial Reporting, Coaching, Business Process Mapping, Investment Operations..., Supervisory Experience, Options Strategies, Financial Budgeting and..., Investment Compliance, Annuities, Equities, Fixed Annuities, Financial Services, Management, Asset Allocation, Strategic Financial..., Mutual Funds, Uniform Combined State..., Banking, Financial Risk, Fixed Income, Investment Advisory, Relationship Management, Bonds, Retirement Planning, Trading, Alternative Investments, Investment Management, Investment Strategies, Derivatives, Financial Markets, Capital Markets, Cash Management
Education
University of Nebraska-Lincoln 1994 — 1998
BS, Finance
StockCross Financial Services March 2014 - Present
First National Bank of Omaha May 2012 - March 2014
Legent Clearing March 2012 - April 2012
First National Bank of Omaha July 2010 - March 2012
a local advisory firm June 2009 - July 2010
TD Ameritrade December 2008 - February 2009
TD Ameritrade September 2005 - December 2008
TD Ameritrade September 2004 - September 2005
TD Ameritrade January 2004 - May 2004
TD Ameritrade July 1999 - January 2004
Skills
Series 7, Series 63, Investments, Securities, Risk Management, Compliance, Series 24, Insurance, Process Improvement, Series 4, Series 65, Life and health..., Asset Management, Wealth Management, Portfolio Management, FINRA, Options, Financial Analysis, Financial Reporting, Coaching, Business Process Mapping, Investment Operations..., Supervisory Experience, Options Strategies, Financial Budgeting and..., Investment Compliance, Annuities, Equities, Fixed Annuities, Financial Services, Management, Asset Allocation, Strategic Financial..., Mutual Funds, Uniform Combined State..., Banking, Financial Risk, Fixed Income, Investment Advisory, Relationship Management, Bonds, Retirement Planning, Trading, Alternative Investments, Investment Management, Investment Strategies, Derivatives, Financial Markets, Capital Markets, Cash Management
Education
University of Nebraska-Lincoln 1994 — 1998
BS, Finance
Tyler Niederklein's TD Ameritrade Experience March 2015 - Present
Job New Client Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade March 2015 - Present
TD Ameritrade March 2014 - March 2015
Nebraska Baseball Academy September 2012 - February 2013
Skills
Social Networking, Customer Service, Time Management, Student Development, Teamwork, Public Relations, Teaching, Sports Management, Leadership, Sports, Sports Marketing, Social Media Marketing, Marketing, Community Outreach, Athletics
Education
University of Nebraska-Lincoln 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Millard West High School 2006 — 2009
TD Ameritrade March 2015 - Present
TD Ameritrade March 2014 - March 2015
Nebraska Baseball Academy September 2012 - February 2013
Skills
Social Networking, Customer Service, Time Management, Student Development, Teamwork, Public Relations, Teaching, Sports Management, Leadership, Sports, Sports Marketing, Social Media Marketing, Marketing, Community Outreach, Athletics
Education
University of Nebraska-Lincoln 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Millard West High School 2006 — 2009
Charles Ballard's TD Ameritrade Experience August 2005 - January 2006
Job MultiUnit Area Manager at Simon Property Group
Industry Retail
Experience
Simon Property Group October 2013 - Present
Dillards May 2013 - October 2013
JCPenney August 2012 - May 2013
Little Elm ISD August 2007 - July 2012
Fidelity Investments February 2006 - August 2006
TD Ameritrade August 2005 - January 2006
SEARS, ROEBUCK & CO August 2000 - August 2005
Skills
Management, Inventory Management, Event Management, Retail, Leadership Development, Coaching, Team Building, Video Editing, Creative Writing, Product Management, Account Management, Blogging, Team Leadership, Event Videography, Lesson Planning, Sales Management, Homebrewing, Employee Training, Restaurant Management, Inventory Control, Inventory Analysis, Catering, Vendor Relationship..., Order Management, Order Fulfillment, Training & Development
Education
University of North Texas 2006 — 2008
Teacher Certification, Education
University of North Texas 2000 — 2004
Bachelor of Business Administration (B.B.A.), Entrepreneurial and Small Business Operations
Simon Property Group October 2013 - Present
Dillards May 2013 - October 2013
JCPenney August 2012 - May 2013
Little Elm ISD August 2007 - July 2012
Fidelity Investments February 2006 - August 2006
TD Ameritrade August 2005 - January 2006
SEARS, ROEBUCK & CO August 2000 - August 2005
Skills
Management, Inventory Management, Event Management, Retail, Leadership Development, Coaching, Team Building, Video Editing, Creative Writing, Product Management, Account Management, Blogging, Team Leadership, Event Videography, Lesson Planning, Sales Management, Homebrewing, Employee Training, Restaurant Management, Inventory Control, Inventory Analysis, Catering, Vendor Relationship..., Order Management, Order Fulfillment, Training & Development
Education
University of North Texas 2006 — 2008
Teacher Certification, Education
University of North Texas 2000 — 2004
Bachelor of Business Administration (B.B.A.), Entrepreneurial and Small Business Operations
Kristen Spengler's TD Ameritrade Experience March 2008 - August 2011
Job Sr Manager Trust Product Systems Services at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab August 2011 - Present
TD Ameritrade March 2008 - August 2011
Fiserv Investment Support Services March 2001 - March 2008
Harland Financial Inc. March 2000 - December 2000
Skills
Agile Methodologies, Business Analysis, Software Project..., SDLC, Requirements Analysis, Software Development, Scrum, Microsoft SQL Server
Education
University of North Florida 1986 — 1988
BA, Criminal Justice and Administration
Charles Schwab August 2011 - Present
TD Ameritrade March 2008 - August 2011
Fiserv Investment Support Services March 2001 - March 2008
Harland Financial Inc. March 2000 - December 2000
Skills
Agile Methodologies, Business Analysis, Software Project..., SDLC, Requirements Analysis, Software Development, Scrum, Microsoft SQL Server
Education
University of North Florida 1986 — 1988
BA, Criminal Justice and Administration
Richard Tracy's TD Ameritrade Experience 2008 - April 2011
Job Senior Windows Engineer at Norgren
Industry Mechanical or Industrial Engineering
Experience
Norgren April 2011 - Present
TD Ameritrade 2008 - April 2011
TD Ameritrade Trust Company July 2006 - April 2011
Fiserv Investment Support Services 2005 - 2008
J.P.Morgan Chase 2004 - 2006
EDS Advanced Solutions 1999 - 2003
Skills
Servers, Active Directory, Windows Server, System Administration, DNS, DHCP, Microsoft Exchange, Security, Troubleshooting, Operating Systems, Hardware, Microsoft SQL Server, IIS, Windows, Software Installation, Data Center, Disaster Recovery, Vendor Management
Education
University of Nevada-Las Vegas 1983 — 1983
Norgren April 2011 - Present
TD Ameritrade 2008 - April 2011
TD Ameritrade Trust Company July 2006 - April 2011
Fiserv Investment Support Services 2005 - 2008
J.P.Morgan Chase 2004 - 2006
EDS Advanced Solutions 1999 - 2003
Skills
Servers, Active Directory, Windows Server, System Administration, DNS, DHCP, Microsoft Exchange, Security, Troubleshooting, Operating Systems, Hardware, Microsoft SQL Server, IIS, Windows, Software Installation, Data Center, Disaster Recovery, Vendor Management
Education
University of Nevada-Las Vegas 1983 — 1983
Hill, Alena's TD Ameritrade Experience September 2014 - Present
Job Senior Rep. Securities Lending
Industry Financial Services
Experience
TD Ameritrade September 2014 - Present
TDAmeritrade November 2007 - Present
Skills
Series 7, Financial Services, Securities Lending, Finance
Education
University of North Texas 2000 — 2004
Bachelor's degree, Applied Behavior Analysis
TD Ameritrade September 2014 - Present
TDAmeritrade November 2007 - Present
Skills
Series 7, Financial Services, Securities Lending, Finance
Education
University of North Texas 2000 — 2004
Bachelor's degree, Applied Behavior Analysis
Lee Magness's TD Ameritrade Experience 2007 - Present
Job Trade Analyst Order room
Industry Investment Banking
Experience
TD Ameritrade 2007 - Present
Texas Christian University August 2003 - April 2007
University of North Texas August 2002 - August 2005
Skills
Research, Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking, Data Analysis, Customer Service, Event Planning, Social Media, Microsoft Word, Project Management, Access, Analysis, Financial Services, Outlook, Marketing, Strategic Planning, Coaching, Public Relations, Leadership
Education
University of North Texas 2002 — 2004
MS, Communications, Organizational Focus
University of North Texas 1999 — 2002
BA, Communication/Marketing
TD Ameritrade 2007 - Present
Texas Christian University August 2003 - April 2007
University of North Texas August 2002 - August 2005
Skills
Research, Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking, Data Analysis, Customer Service, Event Planning, Social Media, Microsoft Word, Project Management, Access, Analysis, Financial Services, Outlook, Marketing, Strategic Planning, Coaching, Public Relations, Leadership
Education
University of North Texas 2002 — 2004
MS, Communications, Organizational Focus
University of North Texas 1999 — 2002
BA, Communication/Marketing
Wendie Plautz's TD Ameritrade Experience September 1992 - September 1998
Job Risk Control Analyst at Tenaska Marketing Ventures
Industry Oil & Energy
Experience
Tenaska Marketing Ventures May 2014 - Present
Tenaska Marketing Ventures May 2006 - May 2014
BP Canada Energy Marketing September 2000 - May 2006
Aquila Energy Marketing August 1998 - September 2000
TD Ameritrade September 1992 - September 1998
Skills
Gas, Management, Trading, Natural Gas, Commodity Markets, Energy Markets, Energy, Energy Industry, Pipelines, Options, Commodity, Hedging, Power Generation, Risk Management, Process Scheduler
Education
University of Nebraska-Lincoln 1983 — 1989
Bachelor's degree, Finance, General
Tenaska Marketing Ventures May 2014 - Present
Tenaska Marketing Ventures May 2006 - May 2014
BP Canada Energy Marketing September 2000 - May 2006
Aquila Energy Marketing August 1998 - September 2000
TD Ameritrade September 1992 - September 1998
Skills
Gas, Management, Trading, Natural Gas, Commodity Markets, Energy Markets, Energy, Energy Industry, Pipelines, Options, Commodity, Hedging, Power Generation, Risk Management, Process Scheduler
Education
University of Nebraska-Lincoln 1983 — 1989
Bachelor's degree, Finance, General
Currie Hambright's TD Ameritrade Experience
Job Fixed Income Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade
Skills
Series 7, Series 63, Securities, Portfolio Management
Education
University of North Carolina at Chapel Hill 1993 — 1997
TD Ameritrade
Skills
Series 7, Series 63, Securities, Portfolio Management
Education
University of North Carolina at Chapel Hill 1993 — 1997
Greg Toy's TD Ameritrade Experience June 2010 - December 2011
Job Financial Representative
Industry Financial Services
Experience
JPMorgan Chase & Co. August 2014 - May 2015
Fidelity Investments April 2012 - August 2014
TD Ameritrade June 2010 - December 2011
TD Ameritrade November 2008 - June 2010
Viki Hall Staffing, LLC September 2007 - November 2008
AXA Advisors September 2008 - October 2008
Coldstone Creamery September 2005 - June 2006
Skills
Investments, Spanish, Series 7, Equities, Securities, Excel, Word, Customer Service, Customer Relations, Microsoft Office, Outlook, Series 66, Financial Analysis, Mutual Funds, Stock Trading, Brokerage, Microsoft Word, Asset Managment, Retirement Planning, Training, Strategic Financial..., Fixed Annuities, Asset Allocation, Risk Management, Insurance, Management, 401k, Fixed Income, Trading, ETFs, Investment Advisory, Asset Management, Microsoft Excel, Series 63, Uniform Combined State..., Finance, Financial Advisory, Retirement, Financial Services, Bonds, Wealth Management, FINRA, Investment Strategies, IRAs, Options, Alternative Investments
Education
University of North Texas 2002 — 2007
B.B.A., General Business
University of North Texas 2002 — 2007
Bachelor's degree, Business Administration and Management, General
JPMorgan Chase & Co. August 2014 - May 2015
Fidelity Investments April 2012 - August 2014
TD Ameritrade June 2010 - December 2011
TD Ameritrade November 2008 - June 2010
Viki Hall Staffing, LLC September 2007 - November 2008
AXA Advisors September 2008 - October 2008
Coldstone Creamery September 2005 - June 2006
Skills
Investments, Spanish, Series 7, Equities, Securities, Excel, Word, Customer Service, Customer Relations, Microsoft Office, Outlook, Series 66, Financial Analysis, Mutual Funds, Stock Trading, Brokerage, Microsoft Word, Asset Managment, Retirement Planning, Training, Strategic Financial..., Fixed Annuities, Asset Allocation, Risk Management, Insurance, Management, 401k, Fixed Income, Trading, ETFs, Investment Advisory, Asset Management, Microsoft Excel, Series 63, Uniform Combined State..., Finance, Financial Advisory, Retirement, Financial Services, Bonds, Wealth Management, FINRA, Investment Strategies, IRAs, Options, Alternative Investments
Education
University of North Texas 2002 — 2007
B.B.A., General Business
University of North Texas 2002 — 2007
Bachelor's degree, Business Administration and Management, General
Isaac Segovia's TD Ameritrade Experience September 2006 - March 2007
Job Agent
Industry Financial Services
Experience
Isaac Segovia State Farm April 2014 - Present
Conn's August 2013 - April 2014
Think Finance June 2011 - August 2013
GM Financial/AmeriCredit 2007 - June 2011
Martin Financial Group April 2007 - August 2007
TD Ameritrade September 2006 - March 2007
University Of North Texas January 2004 - August 2006
Skills
Risk Management, Credit Risk, Finance, Analysis, SAS, Portfolio Management, Forecasting, Financial Risk, Microsoft Office, Management, Investments, Credit, Financial Modeling, Data Analysis, Data Modeling, Pricing Analysis, CRM, SAS programming, Investment Advisory, Risk Assessment, Pricing Strategy, Investor Relations, Visual Basic, SAS/SQL, Loss Forecasting, Forecast Modeling, Investment Products, Mortgage Lending, Personal Lines Auto
Education
University of North Texas 2004 — 2006
BBA, Finance
University of Oklahoma 2002 — 2004
Finance
Isaac Segovia State Farm April 2014 - Present
Conn's August 2013 - April 2014
Think Finance June 2011 - August 2013
GM Financial/AmeriCredit 2007 - June 2011
Martin Financial Group April 2007 - August 2007
TD Ameritrade September 2006 - March 2007
University Of North Texas January 2004 - August 2006
Skills
Risk Management, Credit Risk, Finance, Analysis, SAS, Portfolio Management, Forecasting, Financial Risk, Microsoft Office, Management, Investments, Credit, Financial Modeling, Data Analysis, Data Modeling, Pricing Analysis, CRM, SAS programming, Investment Advisory, Risk Assessment, Pricing Strategy, Investor Relations, Visual Basic, SAS/SQL, Loss Forecasting, Forecast Modeling, Investment Products, Mortgage Lending, Personal Lines Auto
Education
University of North Texas 2004 — 2006
BBA, Finance
University of Oklahoma 2002 — 2004
Finance
Stacy Schutte's TD Ameritrade Experience Senior Accounting ManagerAmeritrade2000 - Present
Job Senior Accounting Manager at TD Ameritrade
Industry Accounting
Experience
TD Ameritrade Senior Accounting ManagerAmeritrade2000 - Present
Skills
Accounting, Sarbanes-Oxley Act, Financial Services, Access, Financial Reporting, Process Improvement, Financial Modeling, Strategic Financial..., PeopleSoft, Financial Analysis, Risk Management
Education
University of Nebraska-Lincoln 1990 — 1994
TD Ameritrade Senior Accounting ManagerAmeritrade2000 - Present
Skills
Accounting, Sarbanes-Oxley Act, Financial Services, Access, Financial Reporting, Process Improvement, Financial Modeling, Strategic Financial..., PeopleSoft, Financial Analysis, Risk Management
Education
University of Nebraska-Lincoln 1990 — 1994
Kasey Stant's TD Ameritrade Experience April 2008 - April 2010
Job Manager, Business Transition Services at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional December 2013 - Present
TD Ameritrade Institutional April 2010 - December 2013
TD Ameritrade April 2008 - April 2010
TD Ameritrade February 2007 - April 2008
TD Ameritrade July 2006 - February 2007
Skills
Uniform Combined State..., Wealth Management, Mutual Funds, Investment Advisory, Retirement Planning, Series 24, Equities, Securities, Investments, Fixed Income, Retirement, Series 65, Asset Allocation, FINRA, Portfolio Management, Strategic Financial..., ETFs, Options, Risk Management, Series 7, Financial Services, Series 3, Series 55, Series 4
Education
University of North Texas 1998 — 2002
University of North Texas 1998 — 2002
Bachelor's degree, Entrepreneurship/Strategic Management
TD Ameritrade Institutional December 2013 - Present
TD Ameritrade Institutional April 2010 - December 2013
TD Ameritrade April 2008 - April 2010
TD Ameritrade February 2007 - April 2008
TD Ameritrade July 2006 - February 2007
Skills
Uniform Combined State..., Wealth Management, Mutual Funds, Investment Advisory, Retirement Planning, Series 24, Equities, Securities, Investments, Fixed Income, Retirement, Series 65, Asset Allocation, FINRA, Portfolio Management, Strategic Financial..., ETFs, Options, Risk Management, Series 7, Financial Services, Series 3, Series 55, Series 4
Education
University of North Texas 1998 — 2002
University of North Texas 1998 — 2002
Bachelor's degree, Entrepreneurship/Strategic Management
Shana Wilber's TD Ameritrade Experience September 2013 - Present
Job Sr. Specialist Research & Content Strategy at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2013 - Present
TD Ameritrade November 2007 - September 2013
TD Ameritrade April 2006 - November 2007
TD Ameritrade November 2004 - April 2006
Skills
Series 7, Series 63, Project Management, Microsoft Office, JIRA, SharePoint
Education
University of Nebraska-Lincoln 1997 — 2003
Bachelor of Arts (B.A.), Communication Studies
TD Ameritrade September 2013 - Present
TD Ameritrade November 2007 - September 2013
TD Ameritrade April 2006 - November 2007
TD Ameritrade November 2004 - April 2006
Skills
Series 7, Series 63, Project Management, Microsoft Office, JIRA, SharePoint
Education
University of Nebraska-Lincoln 1997 — 2003
Bachelor of Arts (B.A.), Communication Studies
Christy Hays's TD Ameritrade Experience November 2005 - July 2008
Job Financial Services Professional
Industry Financial Services
Experience
TD Ameritrade November 2005 - July 2008
Education
University of North Texas
Finance
TD Ameritrade November 2005 - July 2008
Education
University of North Texas
Finance
Scott Root's TD Ameritrade Experience 2012 - 2013
Job Financial Representative with TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade 2012 - 2013
BusinesSuites January 2008 - March 2012
Christopher Newport University 2003 - 2006
Skills
Customer Service
Education
University of Northern Colorado 1992 — 1995
D.A., Vocal Performance/Opera Direction
University of Nebraska-Lincoln 1976 — 1979
M.M., Vocal Performance
University of Nebraska-Lincoln 1967 — 1971
B.S, Chemistry & Mathematics
TD Ameritrade 2012 - 2013
BusinesSuites January 2008 - March 2012
Christopher Newport University 2003 - 2006
Skills
Customer Service
Education
University of Northern Colorado 1992 — 1995
D.A., Vocal Performance/Opera Direction
University of Nebraska-Lincoln 1976 — 1979
M.M., Vocal Performance
University of Nebraska-Lincoln 1967 — 1971
B.S, Chemistry & Mathematics
Jacob Petty's TD Ameritrade Experience 2006 - 2010
Job Technical Analyst (Temp) at Lockton Companies
Industry Banking
Experience
Lockton Companies September 2014 - Present
East West Bank October 2013 - June 2014
MullinTBG April 2012 - October 2013
Clark Consulting June 2010 - December 2011
TD Ameritrade 2006 - 2010
Skills
Financial Risk, Financial Services, 401k, Retirement, Series 6, Insurance, Series 63, Employee Benefits, Series 7, Risk Management, Benefits Administration
Education
University of North Texas 2003 — 2006
BBA, Economics
University of North Texas 2003 — 2006
BACHELOR of BUSINESS ADMINISTRATION, ECONOMICS
Lockton Companies September 2014 - Present
East West Bank October 2013 - June 2014
MullinTBG April 2012 - October 2013
Clark Consulting June 2010 - December 2011
TD Ameritrade 2006 - 2010
Skills
Financial Risk, Financial Services, 401k, Retirement, Series 6, Insurance, Series 63, Employee Benefits, Series 7, Risk Management, Benefits Administration
Education
University of North Texas 2003 — 2006
BBA, Economics
University of North Texas 2003 — 2006
BACHELOR of BUSINESS ADMINISTRATION, ECONOMICS
Aaron Logan's TD Ameritrade Experience July 2008 - Present
Job Senior Relationship Manager
Industry Financial Services
Experience
TD Ameritrade July 2008 - Present
TD Ameritrade December 2005 - July 2008
Bass Performance Hall / Performing Arts Fort Worth 2005 - 2006
Bass Performance Hall / Performing Arts Fort Worth 2005 - 2005
Skills
Series 7, Key Account..., Financial Services, Building Business..., Series 63, Relationship Management, Business Relationship..., Management, Mutual Funds, Investments, Securities, Microsoft Office, Retirement Planning, Customer Service, FINRA, Financial Advisory, CRM, Investment Advisory, Sales, Wealth Management, Risk Management, Call Centers
Education
University of North Texas 2001 — 2005
BA, Marketing
Bridgeport High School
TD Ameritrade July 2008 - Present
TD Ameritrade December 2005 - July 2008
Bass Performance Hall / Performing Arts Fort Worth 2005 - 2006
Bass Performance Hall / Performing Arts Fort Worth 2005 - 2005
Skills
Series 7, Key Account..., Financial Services, Building Business..., Series 63, Relationship Management, Business Relationship..., Management, Mutual Funds, Investments, Securities, Microsoft Office, Retirement Planning, Customer Service, FINRA, Financial Advisory, CRM, Investment Advisory, Sales, Wealth Management, Risk Management, Call Centers
Education
University of North Texas 2001 — 2005
BA, Marketing
Bridgeport High School
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
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
Dan Richey's TD Ameritrade Experience July 2015 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2015 - Present
TD Ameritrade January 2015 - Present
TD Ameritrade October 2010 - January 2015
TD Ameritrade July 2008 - October 2010
Skills
Series 7, Series 24, Uniform Combined State..., Investment Advisory, Asset Allocation, Wealth Management, Portfolio Management, Strategic Financial..., Asset Managment, Salesforce.com, Coaching, Sales, Recruiting, Talent Acquisition, FINRA, Asset Management, Mutual Funds, Financial Services, Series 63, Financial Planning, Retirement Planning
Education
University of North Texas 2001 — 2003
Bachelor of Science, Political Science
TD Ameritrade July 2015 - Present
TD Ameritrade January 2015 - Present
TD Ameritrade October 2010 - January 2015
TD Ameritrade July 2008 - October 2010
Skills
Series 7, Series 24, Uniform Combined State..., Investment Advisory, Asset Allocation, Wealth Management, Portfolio Management, Strategic Financial..., Asset Managment, Salesforce.com, Coaching, Sales, Recruiting, Talent Acquisition, FINRA, Asset Management, Mutual Funds, Financial Services, Series 63, Financial Planning, Retirement Planning
Education
University of North Texas 2001 — 2003
Bachelor of Science, Political Science
Jeff Dodson's TD Ameritrade Experience January 1996 - January 2003
Job Vice President of Client Relations at CORDA Investment Management
Industry Investment Management
Experience
CORDA Investment Management July 2013 - Present
Churchill Management Group April 2004 - July 2013
TD Ameritrade January 1996 - January 2003
Skills
Mutual Funds, Wealth Management, Separately Managed..., Retirement Planning, Securities, Investments, Series 65, Asset Allocation, Investment Advisory, Equities, Portfolio Management, ETFs, Relationship Management, Strategic Financial..., Asset Managment, Investment Strategies, Asset Management, Financial Planning, Investment Management
Education
University of North Texas 1989 — 1992
BBA, Marketing
CORDA Investment Management July 2013 - Present
Churchill Management Group April 2004 - July 2013
TD Ameritrade January 1996 - January 2003
Skills
Mutual Funds, Wealth Management, Separately Managed..., Retirement Planning, Securities, Investments, Series 65, Asset Allocation, Investment Advisory, Equities, Portfolio Management, ETFs, Relationship Management, Strategic Financial..., Asset Managment, Investment Strategies, Asset Management, Financial Planning, Investment Management
Education
University of North Texas 1989 — 1992
BBA, Marketing
Kenneth Connally, MBA, CMT's TD Ameritrade Experience May 2011 - November 2014
Job Investment Consultant
Industry Financial Services
Experience
Fidelity Investments November 2014 - Present
TD Ameritrade May 2011 - November 2014
TD Ameritrade November 2009 - May 2011
TD Ameritrade August 2009 - November 2009
Skills
Retirement, IRAs, Financial Advisory, Asset, Real Estate, Investments, Series 7, Series 63, Mutual Funds, Retirement Planning, Roth IRA, Uniform Combined State..., Portfolio Management, Wealth Accumulation, Asset Managment, Long Term Care Insurance, Life Insurance, Fixed Annuities, Investment Strategies, FINRA, Asset Allocation
Education
University of North Texas 2009 — 2011
MBA, Finance and Marketing
University of North Texas 2005 — 2009
BBA, Real Estate
Fidelity Investments November 2014 - Present
TD Ameritrade May 2011 - November 2014
TD Ameritrade November 2009 - May 2011
TD Ameritrade August 2009 - November 2009
Skills
Retirement, IRAs, Financial Advisory, Asset, Real Estate, Investments, Series 7, Series 63, Mutual Funds, Retirement Planning, Roth IRA, Uniform Combined State..., Portfolio Management, Wealth Accumulation, Asset Managment, Long Term Care Insurance, Life Insurance, Fixed Annuities, Investment Strategies, FINRA, Asset Allocation
Education
University of North Texas 2009 — 2011
MBA, Finance and Marketing
University of North Texas 2005 — 2009
BBA, Real Estate
Jeremy Lathrop's TD Ameritrade Experience March 2007 - September 2009
Job Financial Consultant at Citizens Investment Services
Industry Investment Management
Experience
Citizens Investment Services March 2010 - Present
TD Ameritrade March 2007 - September 2009
Citizens Investment Services 2004 - 2006
Putnam Investments September 2000 - 2004
Skills
Series 7, Mutual Funds, Retirement Planning, Asset Allocation, Wealth Management, Retirement, Series 6, Series 63, 401k, Fixed Annuities, Investments, Securities, Investment Advisory, Series 65, Strategic Financial..., Alternative Investments, Portfolio Management, FINRA, Variable Annuities, Financial Services, Separately Managed..., ETFs, Fixed Income, Insurance, Life Insurance, Relationship Management, Uniform Combined State..., 529 Plans, Financial Advisory, IRAs, Estate Planning, Investment Strategies
Education
University of New Hampshire
B.A., Business, Concentration in Finance
Citizens Investment Services March 2010 - Present
TD Ameritrade March 2007 - September 2009
Citizens Investment Services 2004 - 2006
Putnam Investments September 2000 - 2004
Skills
Series 7, Mutual Funds, Retirement Planning, Asset Allocation, Wealth Management, Retirement, Series 6, Series 63, 401k, Fixed Annuities, Investments, Securities, Investment Advisory, Series 65, Strategic Financial..., Alternative Investments, Portfolio Management, FINRA, Variable Annuities, Financial Services, Separately Managed..., ETFs, Fixed Income, Insurance, Life Insurance, Relationship Management, Uniform Combined State..., 529 Plans, Financial Advisory, IRAs, Estate Planning, Investment Strategies
Education
University of New Hampshire
B.A., Business, Concentration in Finance
Tracy (Mankhey) Ahmad's TD Ameritrade Experience April 2015 - Present
Job Financial Intelligence
Industry Financial Services
Experience
TD Ameritrade April 2015 - Present
TD Ameritrade November 2009 - April 2015
Skills
Series 7, Series 63, Series 24, Trading, Securities, Financial Services
Education
University of Nebraska-Lincoln
TD Ameritrade April 2015 - Present
TD Ameritrade November 2009 - April 2015
Skills
Series 7, Series 63, Series 24, Trading, Securities, Financial Services
Education
University of Nebraska-Lincoln
Jonathan Leech CFP®'s TD Ameritrade Experience July 2008 - October 2009
Job Wealth Manager with USAA
Industry Financial Services
Experience
USAA March 2011 - Present
JPMorgan Chase October 2009 - November 2010
TD Ameritrade July 2008 - October 2009
Fidelity Investments February 2006 - May 2008
Education
College for Financial Planning 2012 — 2013
CERTIFIED FINANCIAL PLANNER™, Financial Planning and Services
University of North Texas 2001 — 2004
BS, Political Science
USAA March 2011 - Present
JPMorgan Chase October 2009 - November 2010
TD Ameritrade July 2008 - October 2009
Fidelity Investments February 2006 - May 2008
Education
College for Financial Planning 2012 — 2013
CERTIFIED FINANCIAL PLANNER™, Financial Planning and Services
University of North Texas 2001 — 2004
BS, Political Science
Kuumba Smith's TD Ameritrade Experience September 2006 - July 2007
Job Client Services Representative at 1st Global
Industry Financial Services
Experience
H.D. Vest Financial Services July 2007 - November 2012
H.D. Vest Financial Services July 2007 - March 2011
TD Ameritrade September 2006 - July 2007
Cornerstone Staffing/TD Ameritrade April 2006 - September 2006
Brennan's Restaurant May 2000 - August 2005
Island Def Jam Music Group August 1998 - January 1999
Skills
Currenlty Pursuing CFA, Series 63, Insurance, Series 7, Mutual Funds, Securities, Customer Service, Time Management, Investments, Retirement Planning, Asset Management, Asset Allocation, Portfolio Management, Cash Management, Estate Planning, Annuities, Uniform Combined State...
Education
University of New Orleans 1996 — 2002
BS, Business Administration and Management
H.D. Vest Financial Services July 2007 - November 2012
H.D. Vest Financial Services July 2007 - March 2011
TD Ameritrade September 2006 - July 2007
Cornerstone Staffing/TD Ameritrade April 2006 - September 2006
Brennan's Restaurant May 2000 - August 2005
Island Def Jam Music Group August 1998 - January 1999
Skills
Currenlty Pursuing CFA, Series 63, Insurance, Series 7, Mutual Funds, Securities, Customer Service, Time Management, Investments, Retirement Planning, Asset Management, Asset Allocation, Portfolio Management, Cash Management, Estate Planning, Annuities, Uniform Combined State...
Education
University of New Orleans 1996 — 2002
BS, Business Administration and Management
Harrison Napper's TD Ameritrade Experience October 2014 - Present
Job Analyst, Trader Product at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2014 - Present
TD Ameritrade February 2014 - October 2014
TD Ameritrade September 2012 - February 2014
TD Ameritrade January 2008 - September 2012
Skills
Product Management, Customer Engagement, Trading, Business Strategy, Business Process, Product Demonstration, Presentations, Production Support, Trade Shows, Management, Software Quality..., Customer Support, Business Analysis, Trading Systems, Financial Services, Analysis, Equities, Series 7, Series 3, Series 63, Python, Bash, Portfolio Management, Customer Service, Investment Advisory, Wealth Management, Financial Markets, Asset Management
Education
University of North Texas 2006 — 2012
TD Ameritrade October 2014 - Present
TD Ameritrade February 2014 - October 2014
TD Ameritrade September 2012 - February 2014
TD Ameritrade January 2008 - September 2012
Skills
Product Management, Customer Engagement, Trading, Business Strategy, Business Process, Product Demonstration, Presentations, Production Support, Trade Shows, Management, Software Quality..., Customer Support, Business Analysis, Trading Systems, Financial Services, Analysis, Equities, Series 7, Series 3, Series 63, Python, Bash, Portfolio Management, Customer Service, Investment Advisory, Wealth Management, Financial Markets, Asset Management
Education
University of North Texas 2006 — 2012
Christie Lira's TD Ameritrade Experience July 2010 - Present
Job Settlements Rep at TD Ameritrade
Industry Banking
Experience
TD Ameritrade July 2010 - Present
Woodforest National Bank October 2005 - June 2010
HEB May 2002 - October 2005
Skills
Cross Selling, Banking, Loans, Customer Service, Cash Management, Loan Servicing, Customer Satisfaction, Finance, Loss Mitigation, Outlook, Customer Retention, Risk Management, Customer Experience, Microsoft Excel, Sales, Payments
Education
University of North Texas 2007 — 2010
General Studies, History, Criminal Justice, Family Studies
TD Ameritrade July 2010 - Present
Woodforest National Bank October 2005 - June 2010
HEB May 2002 - October 2005
Skills
Cross Selling, Banking, Loans, Customer Service, Cash Management, Loan Servicing, Customer Satisfaction, Finance, Loss Mitigation, Outlook, Customer Retention, Risk Management, Customer Experience, Microsoft Excel, Sales, Payments
Education
University of North Texas 2007 — 2010
General Studies, History, Criminal Justice, Family Studies
Garrett Foster's TD Ameritrade Experience January 2014 - Present
Job Student at University of North Texas
Industry Financial Services
Experience
TD Ameritrade January 2014 - Present
Skills
Marketing Strategy, Retail, Customer Service, Marketing, Salesforce.com, Sales, Sales Operations, Product Marketing, Account Management, B2B, Direct Sales, Financial Analysis, Sales Presentations, Sales Process, Selling, Trade Shows
Education
University of North Texas 2010 — 2013
Bachelor of Business Administration (BBA), Finance and Financial Management Services
TD Ameritrade January 2014 - Present
Skills
Marketing Strategy, Retail, Customer Service, Marketing, Salesforce.com, Sales, Sales Operations, Product Marketing, Account Management, B2B, Direct Sales, Financial Analysis, Sales Presentations, Sales Process, Selling, Trade Shows
Education
University of North Texas 2010 — 2013
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Alan Talbot's TD Ameritrade Experience April 2000 - September 2010
Job Research Sales
Industry Financial Services
Experience
OTR Global June 2013 - December 2014
Avatar Securities, LLC December 2011 - March 2013
TD Ameritrade April 2000 - September 2010
Morgan Stanley 1997 - 1999
Skills
Asset Allocation, Portfolio Management, Equity Trading, Asset Management, Equities, Securities, Wealth Management
Education
University of Nevada-Las Vegas
BS, Finance
OTR Global June 2013 - December 2014
Avatar Securities, LLC December 2011 - March 2013
TD Ameritrade April 2000 - September 2010
Morgan Stanley 1997 - 1999
Skills
Asset Allocation, Portfolio Management, Equity Trading, Asset Management, Equities, Securities, Wealth Management
Education
University of Nevada-Las Vegas
BS, Finance
Cameron Norris's TD Ameritrade Experience July 2008 - Present
Job Options Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2008 - Present
Texas Instruments January 2007 - May 2007
Skills
Options Trading, Bilingual-Spanish, Equities, Derivatives, Teaching, Financial Risk, Finance, Options
Education
University of North Texas 2005 — 2008
MBA, Management
University of North Texas 2000 — 2005
Bachelor of Arts, Spanish
TD Ameritrade July 2008 - Present
Texas Instruments January 2007 - May 2007
Skills
Options Trading, Bilingual-Spanish, Equities, Derivatives, Teaching, Financial Risk, Finance, Options
Education
University of North Texas 2005 — 2008
MBA, Management
University of North Texas 2000 — 2005
Bachelor of Arts, Spanish
Donna Danielson's TD Ameritrade Experience June 1999 - August 2007
Job Retirement Specialist at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2007 - Present
TD Ameritrade June 1999 - August 2007
Skills
Series 7, Retirement, Mutual Funds, Fixed Annuities, IRAs, 401k, Wealth Management, Asset Allocation, FINRA, Retirement Plan..., Investments, Securities, Defined Contribution
Education
University of North Texas 1982 — 1986
Bachelor's degree, Social Work
TIAA-CREF September 2007 - Present
TD Ameritrade June 1999 - August 2007
Skills
Series 7, Retirement, Mutual Funds, Fixed Annuities, IRAs, 401k, Wealth Management, Asset Allocation, FINRA, Retirement Plan..., Investments, Securities, Defined Contribution
Education
University of North Texas 1982 — 1986
Bachelor's degree, Social Work
Brennan Dowling's TD Ameritrade Experience August 2011 - December 2012
Job Individual Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF December 2012 - Present
TD Ameritrade August 2011 - December 2012
Blue Crossing January 2008 - May 2011
The Expo Group 2008 - 2009
Skills
Financial Analysis, Finance, Accounts Payable, Financial Accounting, Account Reconciliation, General Ledger
Education
University of North Texas
BS, Finance, General
TIAA-CREF December 2012 - Present
TD Ameritrade August 2011 - December 2012
Blue Crossing January 2008 - May 2011
The Expo Group 2008 - 2009
Skills
Financial Analysis, Finance, Accounts Payable, Financial Accounting, Account Reconciliation, General Ledger
Education
University of North Texas
BS, Finance, General
Daric Stegall's TD Ameritrade Experience 2010 - 2012
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade July 2013 - Present
Scottrade July 2013 - Present
Charles Schwab December 2012 - April 2013
TD Ameritrade 2010 - 2012
Fidelity Investments April 1998 - October 2009
Skills
Financial Advisory, Uniform Combined State..., Series 7, Series 63, Retirement Planning, Investment Advisory, Mutual Funds, Wealth Management, Fixed Annuities, Retirement, Personal Financial..., Asset Allocation, Investment Strategies, series 66, Life Insurance, Charitable Gift Planning, Tax Deferred Exchanges
Education
University of North Texas 1989 — 1997
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies
University of North Texas
Bachelor of Business Administration (BBA), Entrepreneurial and Small Business Operations
Scottrade July 2013 - Present
Scottrade July 2013 - Present
Charles Schwab December 2012 - April 2013
TD Ameritrade 2010 - 2012
Fidelity Investments April 1998 - October 2009
Skills
Financial Advisory, Uniform Combined State..., Series 7, Series 63, Retirement Planning, Investment Advisory, Mutual Funds, Wealth Management, Fixed Annuities, Retirement, Personal Financial..., Asset Allocation, Investment Strategies, series 66, Life Insurance, Charitable Gift Planning, Tax Deferred Exchanges
Education
University of North Texas 1989 — 1997
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies
University of North Texas
Bachelor of Business Administration (BBA), Entrepreneurial and Small Business Operations
Blair Beatty's TD Ameritrade Experience 2006 - 2008
Job Senior Fund Accountant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2010 - Present
JPMorgan Chase August 2008 - August 2010
TD Ameritrade 2006 - 2008
Skills
Mutual Funds, Bloomberg
Education
University of North Carolina at Wilmington 2001 — 2005
Bachelor of Business Administration (BBA), Finance
Fidelity Investments August 2010 - Present
JPMorgan Chase August 2008 - August 2010
TD Ameritrade 2006 - 2008
Skills
Mutual Funds, Bloomberg
Education
University of North Carolina at Wilmington 2001 — 2005
Bachelor of Business Administration (BBA), Finance
Tripp Zimmerman, CFA's TD Ameritrade Experience November 2012 - February 2013
Job Associate Director of Research at WisdomTree Asset Management
Industry Investment Management
Experience
WisdomTree Asset Management July 2015 - Present
WisdomTree Asset Management February 2013 - July 2015
TD Ameritrade November 2012 - February 2013
Wells Fargo Advisors March 2010 - November 2012
TIAA-CREF November 2009 - March 2010
Evergreen Investments May 2006 - November 2009
Skills
Chartered Financial..., Series 7, Series 63, Financial Advisory, Investments, Stock Research, Fixed Income, Equity Research, Fixed Income Analysis, Equity Research Analysis, Investment Theory, Investment Valuation, Economics, Investment Selection, Research, Finance, Retirement Planning, Financial Markets, Portfolio Management
Education
University of North Carolina at Chapel Hill 2002 — 2006
Bachelor of Arts (BA), Economics and Philosophy
WisdomTree Asset Management July 2015 - Present
WisdomTree Asset Management February 2013 - July 2015
TD Ameritrade November 2012 - February 2013
Wells Fargo Advisors March 2010 - November 2012
TIAA-CREF November 2009 - March 2010
Evergreen Investments May 2006 - November 2009
Skills
Chartered Financial..., Series 7, Series 63, Financial Advisory, Investments, Stock Research, Fixed Income, Equity Research, Fixed Income Analysis, Equity Research Analysis, Investment Theory, Investment Valuation, Economics, Investment Selection, Research, Finance, Retirement Planning, Financial Markets, Portfolio Management
Education
University of North Carolina at Chapel Hill 2002 — 2006
Bachelor of Arts (BA), Economics and Philosophy
Daniel Bolin's TD Ameritrade Experience November 2014 - Present
Job Branch Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade November 2014 - Present
TD Ameritrade October 2005 - November 2014
Arbor Research and Trading September 2001 - July 2005
Skills
Series 24, Series 7, Series 3, Series 63, Series 66, Passed Level 1 of CFA, Investment Advisory, Financial Services, Portfolio Management, FINRA, Uniform Combined State..., Retirement Planning
Education
University of Northern Iowa 1996 — 2000
Finance
University of Newcastle 2000 — 2000
TD Ameritrade November 2014 - Present
TD Ameritrade October 2005 - November 2014
Arbor Research and Trading September 2001 - July 2005
Skills
Series 24, Series 7, Series 3, Series 63, Series 66, Passed Level 1 of CFA, Investment Advisory, Financial Services, Portfolio Management, FINRA, Uniform Combined State..., Retirement Planning
Education
University of Northern Iowa 1996 — 2000
Finance
University of Newcastle 2000 — 2000
Joshua Orton's TD Ameritrade Experience August 2011 - November 2012
Job Relationship Manager II, Advisor Relations at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional January 2013 - Present
TD Ameritrade Institutional November 2012 - January 2013
TD Ameritrade August 2011 - November 2012
Skills
Series 7, Series 63, Options, Securities, Financial Markets, Investments
Education
University of North Texas 2007 — 2011
Bachelor of Business Administration (BBA), Finance
TD Ameritrade Institutional January 2013 - Present
TD Ameritrade Institutional November 2012 - January 2013
TD Ameritrade August 2011 - November 2012
Skills
Series 7, Series 63, Options, Securities, Financial Markets, Investments
Education
University of North Texas 2007 — 2011
Bachelor of Business Administration (BBA), Finance
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.