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
Kristin Kucera Kristin Kucera's TD Ameritrade Experience October 2004 - January 2006
Job Senior Group Leader at Target Distribution
Industry Logistics and Supply Chain
Experience
Target July 2013 - Present
Target December 2010 - July 2013
Target August 2008 - December 2010
Target January 2006 - September 2008
TD Ameritrade October 2004 - January 2006
Skills
Inventory Management, Retail, Merchandising, Store Management, Logistics Management, Distribution Center..., Logistics, Warehousing, Supply Chain, Operations Management, Store Operations, Hiring, Warehouse Management, Driving Results, Employee Training, Team Building, Profit, Supply Chain Management, Time Management, Performance Management, Transportation..., Planograms, Teamwork, Leadership, Loss Prevention
Education
University of Northern Iowa 2000 — 2004
Business Administration, Business Administration and Management, General
University of Northern Iowa 2000 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Target July 2013 - Present
Target December 2010 - July 2013
Target August 2008 - December 2010
Target January 2006 - September 2008
TD Ameritrade October 2004 - January 2006
Skills
Inventory Management, Retail, Merchandising, Store Management, Logistics Management, Distribution Center..., Logistics, Warehousing, Supply Chain, Operations Management, Store Operations, Hiring, Warehouse Management, Driving Results, Employee Training, Team Building, Profit, Supply Chain Management, Time Management, Performance Management, Transportation..., Planograms, Teamwork, Leadership, Loss Prevention
Education
University of Northern Iowa 2000 — 2004
Business Administration, Business Administration and Management, General
University of Northern Iowa 2000 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Shane Fitzgerald Shane Fitzgerald's TD Ameritrade Experience 2011 - 2014
Job Investment Professional
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
E*TRADE Financial Corporation 2014 - December 2014
TD Ameritrade 2011 - 2014
Fidelity Investments 1998 - 2011
Skills
Investments, Securities, Retirement Planning, Management, Microsoft Office, Italian, Sales, Series 7, Series 63, series 66, Series 9, Series10
Education
University of Phoenix 2009 — 2011
Master of Business Administration (MBA)
University of Phoenix 2005 — 2009
Bachelor of Business Management
Fidelity Investments October 2014 - Present
E*TRADE Financial Corporation 2014 - December 2014
TD Ameritrade 2011 - 2014
Fidelity Investments 1998 - 2011
Skills
Investments, Securities, Retirement Planning, Management, Microsoft Office, Italian, Sales, Series 7, Series 63, series 66, Series 9, Series10
Education
University of Phoenix 2009 — 2011
Master of Business Administration (MBA)
University of Phoenix 2005 — 2009
Bachelor of Business Management
Janice Wong-Tennant Janice Wong-Tennant's TD Ameritrade Experience January 2015 - Present
Job Branch Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2015 - Present
TD Ameritrade August 2004 - January 2015
T. Rowe Price August 1998 - July 2004
Skills
Mutual Funds, Investments, Wealth Management, Securities, Retirement Planning, Financial Services, Strategic Financial..., Asset Allocation, FINRA, Financial Advisory, Financial Planning, Investment Advisory, Investment Strategies, Risk Management, Series 63, Uniform Combined State...
Education
University of South Florida 1994 — 1998
Bachelor of Science (BS), Finance, General
TD Ameritrade January 2015 - Present
TD Ameritrade August 2004 - January 2015
T. Rowe Price August 1998 - July 2004
Skills
Mutual Funds, Investments, Wealth Management, Securities, Retirement Planning, Financial Services, Strategic Financial..., Asset Allocation, FINRA, Financial Advisory, Financial Planning, Investment Advisory, Investment Strategies, Risk Management, Series 63, Uniform Combined State...
Education
University of South Florida 1994 — 1998
Bachelor of Science (BS), Finance, General
Nayt Christensen Nayt Christensen's TD Ameritrade Experience October 2007 - March 2013
Job SAP Basis Administrator / BOBJ Analyst at L3 Communications
Industry Computer Software
Experience
L-3 Communications March 2013 - Present
TD Ameritrade October 2007 - March 2013
TD Ameritrade October 2007 - January 2008
Skills
SAP Basis, Java, SAP R/3, SAP Netweaver, SAP ERP, SAP CRM, SAP TDMS, C++, HTML, CSS, .NET, Enterprise Portals, SAP, Business Objects, SAP BPC, SAP GTS, SAP BW
Education
University of Phoenix 2009 — 2013
Bachelor of Arts (BA), Computer Software Engineering
L-3 Communications March 2013 - Present
TD Ameritrade October 2007 - March 2013
TD Ameritrade October 2007 - January 2008
Skills
SAP Basis, Java, SAP R/3, SAP Netweaver, SAP ERP, SAP CRM, SAP TDMS, C++, HTML, CSS, .NET, Enterprise Portals, SAP, Business Objects, SAP BPC, SAP GTS, SAP BW
Education
University of Phoenix 2009 — 2013
Bachelor of Arts (BA), Computer Software Engineering
Meggan Q. Pierce's TD Ameritrade Experience July 2007 - Present
Job
Industry Financial Services
Experience
TD Ameritrade July 2007 - Present
Huff Brous McDowell Management April 2001 - December 2006
Skills
Series 24, Series 4, Series 7, Series 63, Series 66, Financial Services, Securities, Investments, Equities, Property Management
Education
University of North Texas 1998 — 2001
Bachelor of Arts (B.A.), Communcation Studies
TD Ameritrade July 2007 - Present
Huff Brous McDowell Management April 2001 - December 2006
Skills
Series 24, Series 4, Series 7, Series 63, Series 66, Financial Services, Securities, Investments, Equities, Property Management
Education
University of North Texas 1998 — 2001
Bachelor of Arts (B.A.), Communcation Studies
Tiffany Sorrell Tiffany Sorrell's TD Ameritrade Experience September 2014 - Present
Job Assistant Team Manager Security Master at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2014 - Present
TD Ameritrade June 2013 - December 2014
TD Ameritrade August 2011 - June 2013
TD Ameritrade December 2010 - August 2011
TD Ameritrade November 2007 - December 2010
Skills
Risk Management, Equity Trading, Options Strategies, Municipal Bonds, Bond Markets, Bonds, Options, Trading, Securities, ETFs, Settlement, Analysis, FINRA, Financial Risk, Fixed Income, Bloomberg, Series 7, Mutual Funds, Alternative Investments, Financial Markets, Bloomberg Terminal, Equities, Market Data, Asset Allocation, Process Improvement, Derivatives, Investment Strategies, Structured Products, Portfolio Management, Fixed Income Analysis, Capital Markets, Equity Valuation, Series 63, Corporate Actions, Investments, Equity Research, Trading Systems, Trading Strategies, Stock Market, Technical Analysis, Valuation, Series 24, Financial Services, Financial Analysis, Finance, Back Office, Electronic Trading
Education
University of North Texas 2001 — 2007
Bachelor of Business Administration (BBA), Finance, General
University of North Texas 2001 — 2007
Bachelor of Business Administration (BBA), Finance, General
TD Ameritrade September 2014 - Present
TD Ameritrade June 2013 - December 2014
TD Ameritrade August 2011 - June 2013
TD Ameritrade December 2010 - August 2011
TD Ameritrade November 2007 - December 2010
Skills
Risk Management, Equity Trading, Options Strategies, Municipal Bonds, Bond Markets, Bonds, Options, Trading, Securities, ETFs, Settlement, Analysis, FINRA, Financial Risk, Fixed Income, Bloomberg, Series 7, Mutual Funds, Alternative Investments, Financial Markets, Bloomberg Terminal, Equities, Market Data, Asset Allocation, Process Improvement, Derivatives, Investment Strategies, Structured Products, Portfolio Management, Fixed Income Analysis, Capital Markets, Equity Valuation, Series 63, Corporate Actions, Investments, Equity Research, Trading Systems, Trading Strategies, Stock Market, Technical Analysis, Valuation, Series 24, Financial Services, Financial Analysis, Finance, Back Office, Electronic Trading
Education
University of North Texas 2001 — 2007
Bachelor of Business Administration (BBA), Finance, General
University of North Texas 2001 — 2007
Bachelor of Business Administration (BBA), Finance, General
Mary Johnston Mary Johnston's TD Ameritrade Experience July 2014 - January 2015
Job Social Business and Communications Specialist primarily focused on financial services & regulated industries
Industry Financial Services
Experience
Goldman Sachs February 2015 - Present
TD Ameritrade July 2014 - January 2015
TD Ameritrade July 2012 - June 2014
TD Ameritrade 2011 - 2012
TD Ameritrade June 2010 - August 2010
Skills
Analytics, Radian6, Employee Training, Adobe SiteCatalyst, Analysis, Strategy, Series 7, Microsoft Excel, Collaboration, Infographics, Social Media Marketing, Uniform Combined State..., Social Media Measurement, SQL, Leadership, Project Management, Series 66, SharePoint, PowerPoint, Mentoring, Tableau, MS Excel Pivot Tables, Coaching, Social Business, Employee Orientations
Education
University of Richmond - Robins School of Business 2007 — 2011
Bachelors of Science, Business Administration, concentration in Finance, Minor in Leadership Studies
Rutgers University, Center for Management Development 2013 — 2013
Mini MBA, Social Media Marketing, Marketing
Goldman Sachs February 2015 - Present
TD Ameritrade July 2014 - January 2015
TD Ameritrade July 2012 - June 2014
TD Ameritrade 2011 - 2012
TD Ameritrade June 2010 - August 2010
Skills
Analytics, Radian6, Employee Training, Adobe SiteCatalyst, Analysis, Strategy, Series 7, Microsoft Excel, Collaboration, Infographics, Social Media Marketing, Uniform Combined State..., Social Media Measurement, SQL, Leadership, Project Management, Series 66, SharePoint, PowerPoint, Mentoring, Tableau, MS Excel Pivot Tables, Coaching, Social Business, Employee Orientations
Education
University of Richmond - Robins School of Business 2007 — 2011
Bachelors of Science, Business Administration, concentration in Finance, Minor in Leadership Studies
Rutgers University, Center for Management Development 2013 — 2013
Mini MBA, Social Media Marketing, Marketing
Randy Mossa Randy Mossa's TD Ameritrade Experience July 2012 - Present
Job Branch Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2012 - Present
TD Ameritrade October 2009 - October 2012
TD Ameritrade May 2008 - October 2009
YMCA June 2005 - September 2007
CSE Commercial Real Estate April 2006 - October 2006
Skills
Series 7, Series 63, Investments, Mutual Funds, Securities, Retirement Planning, Wealth Management, Retirement, Strategic Financial..., Portfolio Management, Equities, Asset Managment, Asset Allocation, Series 24, Investment Advisory, Investment Strategies, Options, Financial Advisory, 401k, ETFs, IRAs, Investment Management, Wealth Management..., Finance, Separately Managed..., Coaching, 401k Rollovers, Wealth, Fixed Income, Financial Services, Uniform Combined State..., FINRA
Education
University of North Texas 2005 — 2008
BBA, Finance, Real Estate
TD Ameritrade July 2012 - Present
TD Ameritrade October 2009 - October 2012
TD Ameritrade May 2008 - October 2009
YMCA June 2005 - September 2007
CSE Commercial Real Estate April 2006 - October 2006
Skills
Series 7, Series 63, Investments, Mutual Funds, Securities, Retirement Planning, Wealth Management, Retirement, Strategic Financial..., Portfolio Management, Equities, Asset Managment, Asset Allocation, Series 24, Investment Advisory, Investment Strategies, Options, Financial Advisory, 401k, ETFs, IRAs, Investment Management, Wealth Management..., Finance, Separately Managed..., Coaching, 401k Rollovers, Wealth, Fixed Income, Financial Services, Uniform Combined State..., FINRA
Education
University of North Texas 2005 — 2008
BBA, Finance, Real Estate
Darius McMillan's TD Ameritrade Experience August 2014 - Present
Job TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2014 - Present
University of Richmond January 2011 - Present
Edward Jones December 2012 - July 2014
Education
University of Richmond - Robins School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.)
TD Ameritrade August 2014 - Present
University of Richmond January 2011 - Present
Edward Jones December 2012 - July 2014
Education
University of Richmond - Robins School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.)
Aymee Allen's TD Ameritrade Experience August 2007 - January 2009
Job at BioWorld Merchandising
Industry Logistics and Supply Chain
Experience
BIOWORLD MERCHANDISING September 2015 - Present
Lane Bryant April 2014 - Present
DSW October 2013 - April 2014
Target January 2009 - September 2013
TD Ameritrade August 2007 - January 2009
Pier 1 Imports May 2005 - July 2007
Skills
Retail, Merchandising, Store Management, Visual Merchandising, Inventory Management, Customer Service, Retail Sales, Time Management, Loss Prevention, Inventory Control, PowerPoint, Sales, Microsoft Office, Microsoft Word, Microsoft Excel, Profit, Outlook, Recruiting, Training, POS, Coaching, Hiring, Employee Training, Store Operations, Performance Management
Education
University of Phoenix 2012 — 2014
BIOWORLD MERCHANDISING September 2015 - Present
Lane Bryant April 2014 - Present
DSW October 2013 - April 2014
Target January 2009 - September 2013
TD Ameritrade August 2007 - January 2009
Pier 1 Imports May 2005 - July 2007
Skills
Retail, Merchandising, Store Management, Visual Merchandising, Inventory Management, Customer Service, Retail Sales, Time Management, Loss Prevention, Inventory Control, PowerPoint, Sales, Microsoft Office, Microsoft Word, Microsoft Excel, Profit, Outlook, Recruiting, Training, POS, Coaching, Hiring, Employee Training, Store Operations, Performance Management
Education
University of Phoenix 2012 — 2014
Samuel Kozma Samuel Kozma's TD Ameritrade Experience October 2011 - July 2013
Job Institutional Relationship Manager at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional July 2013 - Present
TD Ameritrade October 2011 - July 2013
TD Ameritrade February 2010 - October 2011
Skills
Series 7, Series 24, Options, FINRA, Securities, Research and Resolution, Equity Trading, Fixed Income, Office Administration, Conflict Resolution, Series 66, Financial Markets, Prime Brokerage, Uniform Combined State..., Financial Advisory, Financial Services, Investments, 401k, IRAs, Retirement, Regulatory Compliance
Education
University of Phoenix 2009 — 2012
Continued education for personal use.
Anglican School of Theology 2001 — 2004
TD Ameritrade Institutional July 2013 - Present
TD Ameritrade October 2011 - July 2013
TD Ameritrade February 2010 - October 2011
Skills
Series 7, Series 24, Options, FINRA, Securities, Research and Resolution, Equity Trading, Fixed Income, Office Administration, Conflict Resolution, Series 66, Financial Markets, Prime Brokerage, Uniform Combined State..., Financial Advisory, Financial Services, Investments, 401k, IRAs, Retirement, Regulatory Compliance
Education
University of Phoenix 2009 — 2012
Continued education for personal use.
Anglican School of Theology 2001 — 2004
Josh Landau Josh Landau's TD Ameritrade Experience May 2012 - August 2012
Job Accounting Associate at Frank, Rimerman + Co. LLP
Industry Accounting
Experience
Frank, Rimerman + Co. LLP October 2014 - Present
University of San Diego September 2010 - August 2014
Frank, Rimerman + Co. LLP June 2013 - August 2013
TD Ameritrade May 2012 - August 2012
Everyone Runs January 2005 - April 2012
Nationwide Insurance-Tucson Branch May 2010 - August 2010
Merrill Lynch August 2009 - January 2010
Skills
Customer Service, Data Entry, PowerPoint, Event Planning, Financial Analysis, Financial Reporting, Strategy, Financial Accounting, Portfolio Management, Event Management, Accounting, Microsoft Word, Microsoft Excel, Start-ups, Microsoft Office, Finance, Project Management, Time Management, Entrepreneurship, Management Consulting, Project Planning, Leadership, Budgets
Education
University of San Diego 2010 — 2014
Bachelor of Accountancy, Accounting
Catalina Foothills High School 2006 — 2010
Frank, Rimerman + Co. LLP October 2014 - Present
University of San Diego September 2010 - August 2014
Frank, Rimerman + Co. LLP June 2013 - August 2013
TD Ameritrade May 2012 - August 2012
Everyone Runs January 2005 - April 2012
Nationwide Insurance-Tucson Branch May 2010 - August 2010
Merrill Lynch August 2009 - January 2010
Skills
Customer Service, Data Entry, PowerPoint, Event Planning, Financial Analysis, Financial Reporting, Strategy, Financial Accounting, Portfolio Management, Event Management, Accounting, Microsoft Word, Microsoft Excel, Start-ups, Microsoft Office, Finance, Project Management, Time Management, Entrepreneurship, Management Consulting, Project Planning, Leadership, Budgets
Education
University of San Diego 2010 — 2014
Bachelor of Accountancy, Accounting
Catalina Foothills High School 2006 — 2010
Sun-Hwan Chu II Sun-Hwan Chu II's TD Ameritrade Experience August 2005 - August 2006
Job IT Manager | Global Network Engineering | Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments October 2013 - Present
Morgan Stanley September 2006 - May 2009
TD Ameritrade August 2005 - August 2006
E*Trade 2002 - 2005
Global Crossing 2000 - 2002
Optimark Technologies 1998 - 2000
Nortel Networks 1995 - 1998
Market Vision Corporation 1988 - 1995
Skills
Telecommunications, Network Architecture, Network Engineering, IP, Data Center, MPLS, Disaster Recovery, WAN, Virtualization, Integration, Vendor Management, Security, Networking, VoIP
Education
University of Pennsylvania - The Wharton School 1980 — 1984
Bachelor of Science, Economics
Franklin Templeton Investments October 2013 - Present
Morgan Stanley September 2006 - May 2009
TD Ameritrade August 2005 - August 2006
E*Trade 2002 - 2005
Global Crossing 2000 - 2002
Optimark Technologies 1998 - 2000
Nortel Networks 1995 - 1998
Market Vision Corporation 1988 - 1995
Skills
Telecommunications, Network Architecture, Network Engineering, IP, Data Center, MPLS, Disaster Recovery, WAN, Virtualization, Integration, Vendor Management, Security, Networking, VoIP
Education
University of Pennsylvania - The Wharton School 1980 — 1984
Bachelor of Science, Economics
Matt Hubbell Matt Hubbell's TD Ameritrade Experience 2007 - 2008
Job Wealth Management Practice
Industry Financial Services
Experience
Maverick Wealth Management May 2015 - Present
Ameriprise Financial Services, Inc. September 2012 - May 2015
Edward Jones May 2009 - September 2012
TD Ameritrade 2007 - 2008
TD Ameritrade 2007 - 2008
TD Ameritrade 2007 - 2008
New York Life October 2006 - June 2007
Thornburg Investment Management August 2001 - July 2005
Education
University of Oklahoma 1982 — 1985
Bachelor's Degree
Maverick Wealth Management May 2015 - Present
Ameriprise Financial Services, Inc. September 2012 - May 2015
Edward Jones May 2009 - September 2012
TD Ameritrade 2007 - 2008
TD Ameritrade 2007 - 2008
TD Ameritrade 2007 - 2008
New York Life October 2006 - June 2007
Thornburg Investment Management August 2001 - July 2005
Education
University of Oklahoma 1982 — 1985
Bachelor's Degree
Edward Sherwood Edward Sherwood's TD Ameritrade Experience 1992 - 1999
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade 1999 - Present
TD Ameritrade 1992 - 1999
Skills
Finance, Stock Market, Stocks, Stockbroking, Stock Trading, Financial Services, Asset Allocation, Equities, FINRA, Investments, Mutual Funds, Options, Portfolio Management, Securities, Series 24, Series 63, Series 7, Wealth Management
Education
University of Scranton
Bachelor's Degree, Finance, General
Scottrade 1999 - Present
TD Ameritrade 1992 - 1999
Skills
Finance, Stock Market, Stocks, Stockbroking, Stock Trading, Financial Services, Asset Allocation, Equities, FINRA, Investments, Mutual Funds, Options, Portfolio Management, Securities, Series 24, Series 63, Series 7, Wealth Management
Education
University of Scranton
Bachelor's Degree, Finance, General
Rodney Love Rodney Love's TD Ameritrade Experience May 2014 - January 2015
Job Team Lead Fidelity Pricing & Cash Mgmt Svcs
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
TD Ameritrade May 2014 - January 2015
Northern Trust Corporation May 2012 - March 2014
Northern Trust Corporation November 2011 - March 2014
Northern Trust Corporation July 2007 - November 2011
Skills
Banking, Mutual Funds, Financial Services, Securities, Financial Analysis, Business Analysis, Risk Management, Asset Management, Customer Service
Education
University of Phoenix 2012 — 2014
DePaul University 2004 — 2007
Bachelor of Science (B.S.), Accounting and Finance
Fidelity Investments January 2015 - Present
TD Ameritrade May 2014 - January 2015
Northern Trust Corporation May 2012 - March 2014
Northern Trust Corporation November 2011 - March 2014
Northern Trust Corporation July 2007 - November 2011
Skills
Banking, Mutual Funds, Financial Services, Securities, Financial Analysis, Business Analysis, Risk Management, Asset Management, Customer Service
Education
University of Phoenix 2012 — 2014
DePaul University 2004 — 2007
Bachelor of Science (B.S.), Accounting and Finance
Joe Barakat Joe Barakat's TD Ameritrade Experience September 2013 - Present
Job
Industry Financial Services
Experience
TD Ameritrade September 2013 - Present
Accenture May 2005 - September 2013
Institutional Shareholder Services February 2003 - May 2005
Thomson Financial June 2001 - December 2002
Education
University of Oxford - Said Business School 2011 — 2012
MBA with distinction
Washington and Lee University 1997 — 2001
BA, Politics, European History
TD Ameritrade September 2013 - Present
Accenture May 2005 - September 2013
Institutional Shareholder Services February 2003 - May 2005
Thomson Financial June 2001 - December 2002
Education
University of Oxford - Said Business School 2011 — 2012
MBA with distinction
Washington and Lee University 1997 — 2001
BA, Politics, European History
Matthew Geltz Matthew Geltz's TD Ameritrade Experience October 2009 - December 2011
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments Senior Financial RepresentativePrincipal Financial Group2011 - 2012
TD Ameritrade October 2009 - December 2011
Skills
Customer Service, Customer Relations, Customer Retention, Sales Support, Retirement Solutions, Retirement Services
Education
University of North Texas 2006 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Fidelity Investments Senior Financial RepresentativePrincipal Financial Group2011 - 2012
TD Ameritrade October 2009 - December 2011
Skills
Customer Service, Customer Relations, Customer Retention, Sales Support, Retirement Solutions, Retirement Services
Education
University of North Texas 2006 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Vanessa Oligino Vanessa Oligino's TD Ameritrade Experience June 2010 - Present
Job Director, RIA Practice Management Driving Growth and Efficiency for Advisors
Industry Financial Services
Experience
TD Ameritrade June 2010 - Present
Pershing LLC, an affiliate of The Bank of New York Mellon February 2006 - June 2010
Citigroup October 2004 - February 2006
JPMorgan Chase September 2000 - October 2004
Skills
Marketing, Strategy, Program Management, Strategic Planning, Brand Management, Financial Services, Series 7, Practice Management, Financial Advisory, Thought Leadership, Marketing Strategy, Public Speaking, Integrated Marketing
Education
University of Pennsylvania 1996 — 2000
Bachelor of Arts (B.A.), Political Science and Spanish Literature
TD Ameritrade June 2010 - Present
Pershing LLC, an affiliate of The Bank of New York Mellon February 2006 - June 2010
Citigroup October 2004 - February 2006
JPMorgan Chase September 2000 - October 2004
Skills
Marketing, Strategy, Program Management, Strategic Planning, Brand Management, Financial Services, Series 7, Practice Management, Financial Advisory, Thought Leadership, Marketing Strategy, Public Speaking, Integrated Marketing
Education
University of Pennsylvania 1996 — 2000
Bachelor of Arts (B.A.), Political Science and Spanish Literature
Paul Zavodnyik's TD Ameritrade Experience January 2013 - Present
Job AntiMoney Laundering Analyst at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2013 - Present
TD Ameritrade November 2010 - January 2013
NYSE Arca, Inc. November 2006 - May 2010
Financial Industry Regulatory Authority January 2006 - October 2006
NASD June 2004 - January 2006
G-Bar LLC November 2001 - May 2004
Botta Capital Management, LLC August 2000 - October 2001
Timber Hill, LLC January 1997 - August 2000
Chicago Mercantile Exchange January 1995 - February 1997
Amerititle, Inc October 1991 - January 1995
Skills
Securities, Options, Trading, Trade Compliance, Market Regulation, Series 7, Series 66, Series 3, Series 4, Series 24, Series 55, Regulatory Examinations, Series 34, AML, Securities Regulation
Education
University of Notre Dame 1986 — 1988
Bachelor of Arts, Psychology
Homewood-Flossmoor High School
TD Ameritrade January 2013 - Present
TD Ameritrade November 2010 - January 2013
NYSE Arca, Inc. November 2006 - May 2010
Financial Industry Regulatory Authority January 2006 - October 2006
NASD June 2004 - January 2006
G-Bar LLC November 2001 - May 2004
Botta Capital Management, LLC August 2000 - October 2001
Timber Hill, LLC January 1997 - August 2000
Chicago Mercantile Exchange January 1995 - February 1997
Amerititle, Inc October 1991 - January 1995
Skills
Securities, Options, Trading, Trade Compliance, Market Regulation, Series 7, Series 66, Series 3, Series 4, Series 24, Series 55, Regulatory Examinations, Series 34, AML, Securities Regulation
Education
University of Notre Dame 1986 — 1988
Bachelor of Arts, Psychology
Homewood-Flossmoor High School
Nick Jensen's TD Ameritrade Experience July 2011 - November 2012
Job Founding Partner at Styrke Development, LLC
Industry Investment Management
Experience
Remodeling Envy October 2014 - Present
Styrke Development, LLC October 2014 - Present
Woodbury Technologies, Inc. May 2013 - October 2014
The Mutual Fund Store December 2012 - May 2013
TD Ameritrade July 2011 - November 2012
TD Ameritrade May 2010 - July 2011
TD Ameritrade January 2007 - May 2010
Skills
Series 63, Series 7, Uniform Combined State..., Coaching, Business Process..., Investments, Portfolio Management, Management, Risk Management, Strategy
Education
University of North Texas 2010 — 2012
Master of Business Administration, Business
Weber State University 2002 — 2004
B.S., Technical Sales
Remodeling Envy October 2014 - Present
Styrke Development, LLC October 2014 - Present
Woodbury Technologies, Inc. May 2013 - October 2014
The Mutual Fund Store December 2012 - May 2013
TD Ameritrade July 2011 - November 2012
TD Ameritrade May 2010 - July 2011
TD Ameritrade January 2007 - May 2010
Skills
Series 63, Series 7, Uniform Combined State..., Coaching, Business Process..., Investments, Portfolio Management, Management, Risk Management, Strategy
Education
University of North Texas 2010 — 2012
Master of Business Administration, Business
Weber State University 2002 — 2004
B.S., Technical Sales
Rick Ferguson Rick Ferguson's TD Ameritrade Experience July 1999 - September 2001
Job Financial Advisor Specializing in Corporate Retirement Plans & Trusts
Industry Financial Services
Experience
Barney & Barney, a Marsh & McLennan Agency LLC Company March 2007 - Present
Guardian Life Insurance September 2001 - March 2007
Park Avenue Securities September 2001 - March 2007
TD Ameritrade July 1999 - September 2001
Skills
Employee Benefits, Investments, Retirement, Series 7, Securities, 401k, Retirement Planning, Pensions, Compliance, Mutual Funds, Financial Planning, Strategic Planning, Portfolio Management, Financial Analysis, Asset Allocation, Wealth Management, Asset Management, Series 63, Process Improvement, 403 b, 457 Plans, Executive Compensation..., Non-Qualified Deferred..., Executive Pay, Series 24, Series 66, Qualified Retirement..., ERISA, IRS, Fiduciary, Fiduciary Services, Fiduciary Management, Fiduciary training, Asset Managment, Benchmarking, CEBS, Investment Advisory, Investment Management, Group Benefit Plans
Education
Wharton School, University of Pennsylvania 2008 — 2011
CEBS, Employee Benefits, Compensation, Investment Theory
Western Illinois University 1988 — 1992
BS, Industrial Technology
Barney & Barney, a Marsh & McLennan Agency LLC Company March 2007 - Present
Guardian Life Insurance September 2001 - March 2007
Park Avenue Securities September 2001 - March 2007
TD Ameritrade July 1999 - September 2001
Skills
Employee Benefits, Investments, Retirement, Series 7, Securities, 401k, Retirement Planning, Pensions, Compliance, Mutual Funds, Financial Planning, Strategic Planning, Portfolio Management, Financial Analysis, Asset Allocation, Wealth Management, Asset Management, Series 63, Process Improvement, 403 b, 457 Plans, Executive Compensation..., Non-Qualified Deferred..., Executive Pay, Series 24, Series 66, Qualified Retirement..., ERISA, IRS, Fiduciary, Fiduciary Services, Fiduciary Management, Fiduciary training, Asset Managment, Benchmarking, CEBS, Investment Advisory, Investment Management, Group Benefit Plans
Education
Wharton School, University of Pennsylvania 2008 — 2011
CEBS, Employee Benefits, Compensation, Investment Theory
Western Illinois University 1988 — 1992
BS, Industrial Technology
Liz Barnhill Liz Barnhill's TD Ameritrade Experience June 2011 - April 2012
Job Pricing Analyst at OCC
Industry Financial Services
Experience
OCC April 2015 - Present
TD Ameritrade Institutional April 2012 - April 2015
TD Ameritrade June 2011 - April 2012
TD Ameritrade September 2009 - June 2011
TD Ameritrade September 2007 - September 2009
Skills
Portfolio Management, Risk Management, Investments, Banking, Financial Services, Fixed Income, Credit Risk, Relationship Management, Equities, Finance, Financial Analysis, Asset Management, Financial Planning, Mutual Funds, Credit
Education
University of North Texas 1999 — 2004
Bachelor's Degree, Graphic Design
Lubbock High School 1996 — 1999
OCC April 2015 - Present
TD Ameritrade Institutional April 2012 - April 2015
TD Ameritrade June 2011 - April 2012
TD Ameritrade September 2009 - June 2011
TD Ameritrade September 2007 - September 2009
Skills
Portfolio Management, Risk Management, Investments, Banking, Financial Services, Fixed Income, Credit Risk, Relationship Management, Equities, Finance, Financial Analysis, Asset Management, Financial Planning, Mutual Funds, Credit
Education
University of North Texas 1999 — 2004
Bachelor's Degree, Graphic Design
Lubbock High School 1996 — 1999
Bryan Bishop Bryan Bishop's TD Ameritrade Experience June 2011 - June 2012
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2014 - Present
E*TRADE Financial March 2013 - November 2014
USC Alumni Club of San Fernando Valley June 2013 - July 2014
USC Alumni Club of San Fernando Valley September 2010 - June 2013
Churchill Management Group August 2012 - November 2012
TD Ameritrade June 2011 - June 2012
Morgan Stanley Smith Barney - Wealth Management August 2009 - June 2011
Countrywide Bank March 2004 - December 2008
Merril Lynch June 2001 - March 2002
Education
University of Southern California 1999 — 2003
Bachelors, Economics
Phillips Andover Academy 1998 — 1999
Post Graduate, Diploma
Wellesley High School 1994 — 1998
Diploma, General Studies
TIAA-CREF November 2014 - Present
E*TRADE Financial March 2013 - November 2014
USC Alumni Club of San Fernando Valley June 2013 - July 2014
USC Alumni Club of San Fernando Valley September 2010 - June 2013
Churchill Management Group August 2012 - November 2012
TD Ameritrade June 2011 - June 2012
Morgan Stanley Smith Barney - Wealth Management August 2009 - June 2011
Countrywide Bank March 2004 - December 2008
Merril Lynch June 2001 - March 2002
Education
University of Southern California 1999 — 2003
Bachelors, Economics
Phillips Andover Academy 1998 — 1999
Post Graduate, Diploma
Wellesley High School 1994 — 1998
Diploma, General Studies
Eric Warlick's TD Ameritrade Experience 2005 - 2007
Job Managing Partner at tru Independence LLC
Industry Financial Services
Experience
tru Independence LLC July 2014 - Present
Martin Capital Partners June 2010 - July 2014
TD Ameritrade 2005 - 2007
Fidelity Investments 2000 - 2005
Schwab Institutional (Charles Schwab) 1998 - 2000
Crabbe Huson Group 1994 - 1998
Skills
Asset Management, Retirement Planning, Investments, Asset Managment, Portfolio Management, Equities
Education
University of Oregon 1986 — 1991
LSS, Leisure
tru Independence LLC July 2014 - Present
Martin Capital Partners June 2010 - July 2014
TD Ameritrade 2005 - 2007
Fidelity Investments 2000 - 2005
Schwab Institutional (Charles Schwab) 1998 - 2000
Crabbe Huson Group 1994 - 1998
Skills
Asset Management, Retirement Planning, Investments, Asset Managment, Portfolio Management, Equities
Education
University of Oregon 1986 — 1991
LSS, Leisure
Delius Conaler Delius Conaler's TD Ameritrade Experience April 2007 - November 2011
Job Financial Representative Electronic Channel at Investments Firm
Industry Financial Services
Experience
Investment Firm November 2011 - Present
TD Ameritrade April 2007 - November 2011
Louisiana Army National Guard March 1995 - March 2010
TD Ameritrade 2007 - 2009
Texas Toyota of Grapevine 2006 - 2007
New Orleans Auto mart Kia 2001 - 2004
Bayou State Security 2000 - 2001
Skills
Customer Service, Equities, Investments, Leadership, Mutual Funds, Sales, Series 63, Series 7, Financial Services, Team Building, Strategic Financial..., Securities, Retirement Planning, Financial Analysis, Access
Education
University of Phoenix 2005 — 2007
Associate Arts, Accounting
Southeast College of Technology 2000 — 2002
Assoiciate of Arts, Computer Aided Drafting
Investment Firm November 2011 - Present
TD Ameritrade April 2007 - November 2011
Louisiana Army National Guard March 1995 - March 2010
TD Ameritrade 2007 - 2009
Texas Toyota of Grapevine 2006 - 2007
New Orleans Auto mart Kia 2001 - 2004
Bayou State Security 2000 - 2001
Skills
Customer Service, Equities, Investments, Leadership, Mutual Funds, Sales, Series 63, Series 7, Financial Services, Team Building, Strategic Financial..., Securities, Retirement Planning, Financial Analysis, Access
Education
University of Phoenix 2005 — 2007
Associate Arts, Accounting
Southeast College of Technology 2000 — 2002
Assoiciate of Arts, Computer Aided Drafting
Denise Karkos's TD Ameritrade Experience October 2013 - Present
Job Chief Marketing Officer at TD Ameritrade
Industry Marketing and Advertising
Experience
TD Ameritrade October 2013 - Present
TD Ameritrade September 2011 - Present
The Peer 100 2013 - 2014
The Peer 100 2013 - 2014
The Peer 100 2013 - 2014
TD Ameritrade February 2010 - September 2011
TD Bank August 2006 - March 2010
The VIA Group 2003 - 2006
L.L.Bean April 2002 - June 2003
Outside Television (RSN) November 1999 - April 2002
Skills
Marketing Communications, Marketing Strategy, Marketing, Integrated Marketing, Direct Marketing, Digital Marketing, Analytics, Advertising, Digital Strategy, Social Media Marketing, Segmentation, Email Marketing, Financial Services, Strategic Planning, Social Media
Education
University of Notre Dame 1989 — 1993
BA, Marketing
TD Ameritrade October 2013 - Present
TD Ameritrade September 2011 - Present
The Peer 100 2013 - 2014
The Peer 100 2013 - 2014
The Peer 100 2013 - 2014
TD Ameritrade February 2010 - September 2011
TD Bank August 2006 - March 2010
The VIA Group 2003 - 2006
L.L.Bean April 2002 - June 2003
Outside Television (RSN) November 1999 - April 2002
Skills
Marketing Communications, Marketing Strategy, Marketing, Integrated Marketing, Direct Marketing, Digital Marketing, Analytics, Advertising, Digital Strategy, Social Media Marketing, Segmentation, Email Marketing, Financial Services, Strategic Planning, Social Media
Education
University of Notre Dame 1989 — 1993
BA, Marketing
Krishnamurthy Pindipol's TD Ameritrade Experience September 2009 - April 2010
Job at Nomura
Industry Investment Banking
Experience
Nomura May 2010 - Present
TD Ameritrade September 2009 - April 2010
UBS October 2008 - September 2009
US Tech Solutions July 2004 - September 2009
Nomura November 2006 - July 2008
Citi Group July 2004 - November 2006
Goldman Sachs March 2003 - July 2004
Accenture March 2003 - July 2004
Direction Software Solutions May 2000 - October 2002
Education
University of Pune 1998 — 2000
Masters In Computer Management (MCM), Computer, Finance, Management
Datapro 1997 — 1998
Professional Diploma in Software Engineer (PDSE), Computers
Datapro 1997 — 1997
Diploma in Computer Management ( DCM ), Computer, Design, Programming langueges Foxpro
Nomura May 2010 - Present
TD Ameritrade September 2009 - April 2010
UBS October 2008 - September 2009
US Tech Solutions July 2004 - September 2009
Nomura November 2006 - July 2008
Citi Group July 2004 - November 2006
Goldman Sachs March 2003 - July 2004
Accenture March 2003 - July 2004
Direction Software Solutions May 2000 - October 2002
Education
University of Pune 1998 — 2000
Masters In Computer Management (MCM), Computer, Finance, Management
Datapro 1997 — 1998
Professional Diploma in Software Engineer (PDSE), Computers
Datapro 1997 — 1997
Diploma in Computer Management ( DCM ), Computer, Design, Programming langueges Foxpro
Dina Belic Dina Belic's TD Ameritrade Experience November 2007 - March 2010
Job Licensing Coordinator at Asurion
Industry Financial Services
Experience
Asurion June 2015 - Present
Allstate July 2014 - June 2015
Allstate September 2013 - December 2013
Huntington Bank July 2011 - July 2013
Part Time Nanny April 2010 - April 2011
TD Ameritrade November 2007 - March 2010
AXA Advisors 4 Gateway Center March 2003 - March 2007
Citizens Bank 525 William Penn Place August 1998 - March 2003
Skills
Microsoft Office, Typing, Retail Sales, Coordinating Events, Client Development, Manage Client..., Sales, Expense Reports, Salesforce.com, Administrative..., Human Resources, Customer Satisfaction, Call Centers, Management
Education
University of Pittsburgh 1995 — 1997
Liberal Arts and Sciences/Liberal Studies
CCAC 1993 — 1995
Liberal Arts and Sciences/Liberal Studies
University of Pittsburgh
BiologyLiberal Art; Biology
Asurion June 2015 - Present
Allstate July 2014 - June 2015
Allstate September 2013 - December 2013
Huntington Bank July 2011 - July 2013
Part Time Nanny April 2010 - April 2011
TD Ameritrade November 2007 - March 2010
AXA Advisors 4 Gateway Center March 2003 - March 2007
Citizens Bank 525 William Penn Place August 1998 - March 2003
Skills
Microsoft Office, Typing, Retail Sales, Coordinating Events, Client Development, Manage Client..., Sales, Expense Reports, Salesforce.com, Administrative..., Human Resources, Customer Satisfaction, Call Centers, Management
Education
University of Pittsburgh 1995 — 1997
Liberal Arts and Sciences/Liberal Studies
CCAC 1993 — 1995
Liberal Arts and Sciences/Liberal Studies
University of Pittsburgh
BiologyLiberal Art; Biology
Pamela Sellars's TD Ameritrade Experience 2006 - Present
Job Regional Director Los Angeles Metro at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade 2006 - Present
First Bank 2003 - 2006
U.S. Bank 2001 - 2003
Bank of America 1978 - 2000
Education
Pepperdine University, The George L. Graziadio School of Business and ManagementMasters in Busine 1986 — 1989
Master of Business Administration (M.B.A.)
University of San Diego
Bachelor of Business Economics
TD Ameritrade 2006 - Present
First Bank 2003 - 2006
U.S. Bank 2001 - 2003
Bank of America 1978 - 2000
Education
Pepperdine University, The George L. Graziadio School of Business and ManagementMasters in Busine 1986 — 1989
Master of Business Administration (M.B.A.)
University of San Diego
Bachelor of Business Economics
Patrick Dinan, CFP® Patrick Dinan, CFP®'s TD Ameritrade Experience October 2009 - October 2012
Job Vice President at Personal Capital
Industry Financial Services
Experience
Personal Capital October 2012 - Present
TD Ameritrade October 2009 - October 2012
US Bancorp Investments & Insurance November 2008 - October 2009
Navy Federal Investments & Insurance October 2007 - November 2008
Federated Investors, Inc. June 2005 - October 2007
Skills
Certified Financial..., Wealth Management, Investment Advisory, Series 7, Asset Allocation, Uniform Combined State..., Retirement Planning, Mutual Funds, Retirement, ETFs, Investment Strategies, Securities, Separately Managed..., Investment Management, Investments, 401k, Alternative Investments, Strategic Financial..., Wealth Management..., Financial Advisory, Wealth, Series 65, Series 63
Education
University of Pittsburgh 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Personal Capital October 2012 - Present
TD Ameritrade October 2009 - October 2012
US Bancorp Investments & Insurance November 2008 - October 2009
Navy Federal Investments & Insurance October 2007 - November 2008
Federated Investors, Inc. June 2005 - October 2007
Skills
Certified Financial..., Wealth Management, Investment Advisory, Series 7, Asset Allocation, Uniform Combined State..., Retirement Planning, Mutual Funds, Retirement, ETFs, Investment Strategies, Securities, Separately Managed..., Investment Management, Investments, 401k, Alternative Investments, Strategic Financial..., Wealth Management..., Financial Advisory, Wealth, Series 65, Series 63
Education
University of Pittsburgh 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Bruce Huffine, PMP Bruce Huffine, PMP's TD Ameritrade Experience June 2009 - August 2010
Job IT Sr. Project Manager at INC Research
Industry Information Technology and Services
Experience
INC Research January 2014 - Present
Covance November 2011 - December 2013
Covance August 2010 - November 2011
TD Ameritrade June 2009 - August 2010
IEEE June 2004 - October 2008
IEEE 1995 - 2004
Philip-Morris 1994 - 1995
S&H Citadel Incentive Marketing Company March 1991 - November 1994
McGraw-Hill 1985 - 1991
Skills
Vendor Management, SDLC, Business Analysis, Process Improvement, Integration, Agile Methodologies, Visio, Change Management, Project Management, MS Project, CRM, SharePoint, Informatica, Microsoft Office, Business Intelligence, IT Management, Budgets, Program Management, IT Strategy, Project Planning, Leadership, Management, ERP, Quality Assurance, Project Portfolio..., Enterprise Software
Education
University of Southern California
B.S.
University of Southern California
bs business admin
INC Research January 2014 - Present
Covance November 2011 - December 2013
Covance August 2010 - November 2011
TD Ameritrade June 2009 - August 2010
IEEE June 2004 - October 2008
IEEE 1995 - 2004
Philip-Morris 1994 - 1995
S&H Citadel Incentive Marketing Company March 1991 - November 1994
McGraw-Hill 1985 - 1991
Skills
Vendor Management, SDLC, Business Analysis, Process Improvement, Integration, Agile Methodologies, Visio, Change Management, Project Management, MS Project, CRM, SharePoint, Informatica, Microsoft Office, Business Intelligence, IT Management, Budgets, Program Management, IT Strategy, Project Planning, Leadership, Management, ERP, Quality Assurance, Project Portfolio..., Enterprise Software
Education
University of Southern California
B.S.
University of Southern California
bs business admin
Brian T Smith's TD Ameritrade Experience April 2006 - November 2007
Job Sr. QA Analyst at OpenLink Financial, LLC
Industry Financial Services
Experience
OpenLink Financial November 2010 - Present
Unemployed October 2010 - November 2010
MetLife July 2010 - October 2010
MetLife September 2007 - March 2010
TD Ameritrade April 2006 - November 2007
TD Waterhouse February 2003 - April 2006
TD Waterhouse January 2000 - February 2003
TD Waterhouse January 1998 - January 2000
Waterhouse Securities January 1995 - January 1998
Skills
Series 7, MS Project, Retirement Planning, Project Delivery, Customer Satisfaction, System Testing, CompTIA Network+
Education
University of Phoenix 2012 — 2014
Bachelor of Science (B.S.), Information Technology
University of Phoenix 2010 — 2012
Associate of Arts (A.A.), Information Technology
Lynbrook, HS
OpenLink Financial November 2010 - Present
Unemployed October 2010 - November 2010
MetLife July 2010 - October 2010
MetLife September 2007 - March 2010
TD Ameritrade April 2006 - November 2007
TD Waterhouse February 2003 - April 2006
TD Waterhouse January 2000 - February 2003
TD Waterhouse January 1998 - January 2000
Waterhouse Securities January 1995 - January 1998
Skills
Series 7, MS Project, Retirement Planning, Project Delivery, Customer Satisfaction, System Testing, CompTIA Network+
Education
University of Phoenix 2012 — 2014
Bachelor of Science (B.S.), Information Technology
University of Phoenix 2010 — 2012
Associate of Arts (A.A.), Information Technology
Lynbrook, HS
Larry Beldt Larry Beldt's TD Ameritrade Experience April 2006 - June 2007
Job Independent Graphic Design Professional
Industry Graphic Design
Experience
larrybeldt.com July 2007 - Present
TD Ameritrade April 2006 - June 2007
ConAgra Foods November 2001 - November 2005
Oriental Trading Company July 1999 - November 2001
Pamida March 1992 - July 1999
Skills
InDesign, Posters, Graphic Design, Adobe Creative Suite, Illustrator, Photoshop, After Effects, QuarkXPress, Layout, Illustration, Concept Development, Art Direction, Microsoft Office, Creative Direction, Storyboarding, Advertising, Flash, Brochures, Adobe Acrobat, Wireframes, Web Design, Dreamweaver, Direct Mail, Graphics, Packaging, Logo Design, Mac, Copywriting, PowerPoint, Newsletters, Catalogs, Typography, Brand Development, Word, CSS, Digital Photography, Marketing, Branding & Identity, Flyers
Education
University of Northern Iowa 1983 — 1987
BA in Humanities
larrybeldt.com July 2007 - Present
TD Ameritrade April 2006 - June 2007
ConAgra Foods November 2001 - November 2005
Oriental Trading Company July 1999 - November 2001
Pamida March 1992 - July 1999
Skills
InDesign, Posters, Graphic Design, Adobe Creative Suite, Illustrator, Photoshop, After Effects, QuarkXPress, Layout, Illustration, Concept Development, Art Direction, Microsoft Office, Creative Direction, Storyboarding, Advertising, Flash, Brochures, Adobe Acrobat, Wireframes, Web Design, Dreamweaver, Direct Mail, Graphics, Packaging, Logo Design, Mac, Copywriting, PowerPoint, Newsletters, Catalogs, Typography, Brand Development, Word, CSS, Digital Photography, Marketing, Branding & Identity, Flyers
Education
University of Northern Iowa 1983 — 1987
BA in Humanities
Jacob Broussard Jacob Broussard's TD Ameritrade Experience 2011 - 2012
Job General Management Apprentice at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments 2012 - 2014
TD Ameritrade 2011 - 2012
Education
University of Oklahoma
Bachelor's Degree, Accounting and Finance
Fidelity Investments July 2014 - Present
Fidelity Investments 2012 - 2014
TD Ameritrade 2011 - 2012
Education
University of Oklahoma
Bachelor's Degree, Accounting and Finance
Arthur Crist Arthur Crist's TD Ameritrade Experience 2005 - 2007
Job VP, Market Sales Manager Merrill Lynch
Industry Financial Services
Experience
Merrill Edge May 2011 - Present
HSBC September 2009 - May 2011
Wachovia, A Wells Fargo Company September 2007 - September 2009
TD Ameritrade 2005 - 2007
Datek Online June 1999 - October 2002
Skills
Series 7, Loans, Financial Analysis, Investments, Series 66, Series 63, Relationship Management, Banking, Financial Advisory, Financial Services, Mutual Funds, Sales, Retail Banking, Bonds, Investment Management, series 9, series 10, FINRA, Finance, Mortgage Lending, Uniform Combined State...
Education
University of Scranton 1995 — 1999
B.S., Criminal Justice, History
University of Scranton 1995 — 1999
Merrill Edge May 2011 - Present
HSBC September 2009 - May 2011
Wachovia, A Wells Fargo Company September 2007 - September 2009
TD Ameritrade 2005 - 2007
Datek Online June 1999 - October 2002
Skills
Series 7, Loans, Financial Analysis, Investments, Series 66, Series 63, Relationship Management, Banking, Financial Advisory, Financial Services, Mutual Funds, Sales, Retail Banking, Bonds, Investment Management, series 9, series 10, FINRA, Finance, Mortgage Lending, Uniform Combined State...
Education
University of Scranton 1995 — 1999
B.S., Criminal Justice, History
University of Scranton 1995 — 1999
William Mann William Mann's TD Ameritrade Experience April 2011 - Present
Job Associate General Counsel Litigation at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2011 - Present
Schulte Roth & Zabel LLP September 2009 - April 2011
Mayer Brown LLP 2005 - 2009
Crowell & Moring LLP 2001 - 2005
K&L Gates 1999 - 2001
Skills
Litigation, Commercial Litigation, Corporate Law, Legal Research, Securities Regulation
Education
University of Virginia School of Law 1996 — 1999
Doctor of Law (J.D.)
University of Richmond 1989 — 1993
Bachelor of Arts (B.A.), English, Economics, Political Science
TD Ameritrade April 2011 - Present
Schulte Roth & Zabel LLP September 2009 - April 2011
Mayer Brown LLP 2005 - 2009
Crowell & Moring LLP 2001 - 2005
K&L Gates 1999 - 2001
Skills
Litigation, Commercial Litigation, Corporate Law, Legal Research, Securities Regulation
Education
University of Virginia School of Law 1996 — 1999
Doctor of Law (J.D.)
University of Richmond 1989 — 1993
Bachelor of Arts (B.A.), English, Economics, Political Science
Thomas G. Dineen III Thomas G. Dineen III's TD Ameritrade Experience October 2006 - July 2007
Job Securities regulator
Industry Financial Services
Experience
FINRA (Financial Industry Regulatory Authority) July 2007 - Present
TD Ameritrade October 2006 - July 2007
Ameriprise Financial Advisors June 2002 - October 2006
Ketchum Public Relations 2000 - 2001
Al Paul Lefton Co. 1996 - 2000
Skills
Securities, Series 63, Equities, Mutual Funds, Alternative Investments, Litigation, Strategic Planning, Finance, Hedge Funds, Investments, Estate Planning, Arbitration, Portfolio Management, Due Diligence, Wealth Management, Leadership, Investment Strategies, Investment Advisory, Mergers & Acquisitions, Volunteering, Financial Analysis, Financial Advisory, Capital Markets, Insurance, Uniform Combined State..., Private Equity, Securities Regulation, Fixed Income, Series 7
Education
University of Pennsylvania Law School 1994 — 1995
LLM, Law
University of Oxford (Lincoln College) 1991 — 1994
MA, Law
Columbia University (Columbia College) 1985 — 1989
BA, English Literature
Archmere Academy 1981 — 1985
FINRA (Financial Industry Regulatory Authority) July 2007 - Present
TD Ameritrade October 2006 - July 2007
Ameriprise Financial Advisors June 2002 - October 2006
Ketchum Public Relations 2000 - 2001
Al Paul Lefton Co. 1996 - 2000
Skills
Securities, Series 63, Equities, Mutual Funds, Alternative Investments, Litigation, Strategic Planning, Finance, Hedge Funds, Investments, Estate Planning, Arbitration, Portfolio Management, Due Diligence, Wealth Management, Leadership, Investment Strategies, Investment Advisory, Mergers & Acquisitions, Volunteering, Financial Analysis, Financial Advisory, Capital Markets, Insurance, Uniform Combined State..., Private Equity, Securities Regulation, Fixed Income, Series 7
Education
University of Pennsylvania Law School 1994 — 1995
LLM, Law
University of Oxford (Lincoln College) 1991 — 1994
MA, Law
Columbia University (Columbia College) 1985 — 1989
BA, English Literature
Archmere Academy 1981 — 1985
Andrew Simms Andrew Simms's TD Ameritrade Experience March 2006 - December 2006
Job Client Relationship Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2014 - Present
Merrill Lynch February 2014 - September 2014
Merrill Lynch March 2013 - February 2014
Merrill Lynch December 2006 - March 2013
TD Ameritrade March 2006 - December 2006
Ameriprise Financial Advisors August 2005 - March 2006
Skills
Financial Modeling, Portfolio Management, Series 7, Leadership, Equities, Fixed Income, Wealth Management, Management, Mutual Funds, Investment Strategies, Asset Allocation
Education
University of Oklahoma 2001 — 2005
Psychology
Merrill Lynch September 2014 - Present
Merrill Lynch February 2014 - September 2014
Merrill Lynch March 2013 - February 2014
Merrill Lynch December 2006 - March 2013
TD Ameritrade March 2006 - December 2006
Ameriprise Financial Advisors August 2005 - March 2006
Skills
Financial Modeling, Portfolio Management, Series 7, Leadership, Equities, Fixed Income, Wealth Management, Management, Mutual Funds, Investment Strategies, Asset Allocation
Education
University of Oklahoma 2001 — 2005
Psychology
Matthew Greer, CFP® Matthew Greer, CFP®'s TD Ameritrade Experience July 2013 - April 2014
Job Wealth Manager at USAA
Industry Financial Services
Experience
USAA March 2014 - Present
TD Ameritrade July 2013 - April 2014
Fidelity Investments May 2010 - June 2013
Greer Lumber Co. October 2007 - May 2010
Education
University of North Texas 2004 — 2007
Bachelor of Business Administration (BBA), Financial Planning and Services
USAA March 2014 - Present
TD Ameritrade July 2013 - April 2014
Fidelity Investments May 2010 - June 2013
Greer Lumber Co. October 2007 - May 2010
Education
University of North Texas 2004 — 2007
Bachelor of Business Administration (BBA), Financial Planning and Services
Alyson Johansen's TD Ameritrade Experience October 2011 - Present
Job Experienced Financial Services Junior Executive Focus in Compliance, Operations, Project Management, FINRA 7, 24, 63, 65
Industry Financial Services
Experience
TD Ameritrade October 2011 - Present
Morgan Stanley Smith Barney November 2008 - August 2011
E*TRADE Financial January 2004 - November 2008
E*TRADE Financial January 2004 - November 2008
Harrisdirect (Merged with E*TRADE) January 2004 - November 2008
ING Advisors Network September 2000 - January 2003
Ameriprise Financial Services, Inc. August 1998 - September 2000
Foster Jeffries, LLC May 1997 - June 1998
Skills
Wealth Management, Vendor Management, Portfolio Management, Investments, Securities, Customer Service, FINRA, Management, Human Resources, Series 63, Process Improvement, Equities, Training, Financial Services, Recruiting, Mutual Funds, Relationship Management, Series 7, Retirement Planning, Call Centers, Leadership, Team Leadership, Finance, Risk Management, Employee Benefits, Project Management, Series 24, Options
Education
University of Phoenix 2012 — 2015
Bachelor of Science (B.S.), Business Management and Operations, 3.88 Cum Laude
University of Utah 1992 — 1993
Psychology
TD Ameritrade October 2011 - Present
Morgan Stanley Smith Barney November 2008 - August 2011
E*TRADE Financial January 2004 - November 2008
E*TRADE Financial January 2004 - November 2008
Harrisdirect (Merged with E*TRADE) January 2004 - November 2008
ING Advisors Network September 2000 - January 2003
Ameriprise Financial Services, Inc. August 1998 - September 2000
Foster Jeffries, LLC May 1997 - June 1998
Skills
Wealth Management, Vendor Management, Portfolio Management, Investments, Securities, Customer Service, FINRA, Management, Human Resources, Series 63, Process Improvement, Equities, Training, Financial Services, Recruiting, Mutual Funds, Relationship Management, Series 7, Retirement Planning, Call Centers, Leadership, Team Leadership, Finance, Risk Management, Employee Benefits, Project Management, Series 24, Options
Education
University of Phoenix 2012 — 2015
Bachelor of Science (B.S.), Business Management and Operations, 3.88 Cum Laude
University of Utah 1992 — 1993
Psychology
Amanda Stankiewicz (DeTommaso)'s TD Ameritrade Experience October 2013 - Present
Job Executive Assistant to the Chief Marketing Officer at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2013 - Present
TD Ameritrade August 2010 - Present
Leading Jewelers of the World February 2008 - February 2009
Jewelry Marketing Group, JMC February 2007 - February 2009
Skills
Digital Marketing, Marketing Strategy, Integrated Marketing, Direct Marketing, Email Marketing, Social Media Marketing, Marketing, Social Media, Account Management, Analytics, Lead Generation, Salesforce.com, Online Advertising, CRM, Advertising
Education
University of Rhode Island 2001 — 2005
Bachelor's degree, Communication and Media Studies
TD Ameritrade October 2013 - Present
TD Ameritrade August 2010 - Present
Leading Jewelers of the World February 2008 - February 2009
Jewelry Marketing Group, JMC February 2007 - February 2009
Skills
Digital Marketing, Marketing Strategy, Integrated Marketing, Direct Marketing, Email Marketing, Social Media Marketing, Marketing, Social Media, Account Management, Analytics, Lead Generation, Salesforce.com, Online Advertising, CRM, Advertising
Education
University of Rhode Island 2001 — 2005
Bachelor's degree, Communication and Media Studies
Jennifer Moffett's TD Ameritrade Experience June 2003 - September 2003
Job Product Integration Manager at PayPal
Industry Internet
Experience
PayPal September 2011 - Present
PayPal May 2009 - September 2011
PayPal January 2006 - May 2009
PayPal July 2005 - January 2006
PayPal March 2004 - July 2005
Qwest September 2003 - March 2004
TD Ameritrade June 2003 - September 2003
Citi January 2000 - June 2003
Skills
E-commerce, E-payments, User Experience, Mobile Devices, Mobile Commerce, Product Requirements, Project Management, Operations Management, Dispute Resolution, Chargebacks, Process Improvement, Strategy, Merchant Services, Payment Card Processing, Strategic Partnerships, Cross-functional Team..., Customer Service, Customer Experience, Electronic Payments, Team Leadership, Training, Mobile Payments, Payments, Account Management, Go-to-market Strategy, Financial Services, Credit Cards, Program Management, Agile Project Management, Payment Systems, Business Analysis, Mobile Technology, Leadership, Risk Management, Agile Methodologies, Product Management
Education
Creighton University 2013 — 2016
Bachelor of Science (B.S.), Organizational Leadership Non-Profit
University of Northern Colorado 1997 — 2000
Speech Communication and Rhetoric, 3.6
PayPal September 2011 - Present
PayPal May 2009 - September 2011
PayPal January 2006 - May 2009
PayPal July 2005 - January 2006
PayPal March 2004 - July 2005
Qwest September 2003 - March 2004
TD Ameritrade June 2003 - September 2003
Citi January 2000 - June 2003
Skills
E-commerce, E-payments, User Experience, Mobile Devices, Mobile Commerce, Product Requirements, Project Management, Operations Management, Dispute Resolution, Chargebacks, Process Improvement, Strategy, Merchant Services, Payment Card Processing, Strategic Partnerships, Cross-functional Team..., Customer Service, Customer Experience, Electronic Payments, Team Leadership, Training, Mobile Payments, Payments, Account Management, Go-to-market Strategy, Financial Services, Credit Cards, Program Management, Agile Project Management, Payment Systems, Business Analysis, Mobile Technology, Leadership, Risk Management, Agile Methodologies, Product Management
Education
Creighton University 2013 — 2016
Bachelor of Science (B.S.), Organizational Leadership Non-Profit
University of Northern Colorado 1997 — 2000
Speech Communication and Rhetoric, 3.6
Preston Allen Preston Allen's TD Ameritrade Experience September 2007 - August 2014
Job
Industry Insurance
Experience
Keystone Insurance August 2014 - Present
TD Ameritrade September 2007 - August 2014
Skills
Sales, Management, Property, Insurance, Leadership, Microsoft Word, PowerPoint, Customer Service, Training, Risk Management, Workers Compensation, Series 63, Investments, Property & Casualty..., Account Management, General Insurance, Series 7, Securities, Equities
Education
University of North Texas 2001 — 2007
Business, Finance, General
Keystone Insurance August 2014 - Present
TD Ameritrade September 2007 - August 2014
Skills
Sales, Management, Property, Insurance, Leadership, Microsoft Word, PowerPoint, Customer Service, Training, Risk Management, Workers Compensation, Series 63, Investments, Property & Casualty..., Account Management, General Insurance, Series 7, Securities, Equities
Education
University of North Texas 2001 — 2007
Business, Finance, General
Morgan Red Fox Morgan Red Fox's TD Ameritrade Experience May 2010 - Present
Job Branch Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2010 - Present
TD Ameritrade May 2010 - Present
Joseph Red Fox LLC December 2008 - Present
The Red Fox Group January 2008 - May 2012
Farm & Ranch Healthcare 2007 - 2008
Skills
Management, Fixed Annuities, Real Estate, Strategic Financial..., Investments, Portfolio Management, Insurance, Leadership, Stocks, Small Business, Financial Modeling, Life Insurance, Valuation, Microsoft Excel, Retirement Planning, Financial Planning
Education
University of North Texas 2009 — 2011
Masters of Science, Finance
University of North Texas 2005 — 2009
Bachelor of Business Administration, Real Estate
TD Ameritrade May 2010 - Present
TD Ameritrade May 2010 - Present
Joseph Red Fox LLC December 2008 - Present
The Red Fox Group January 2008 - May 2012
Farm & Ranch Healthcare 2007 - 2008
Skills
Management, Fixed Annuities, Real Estate, Strategic Financial..., Investments, Portfolio Management, Insurance, Leadership, Stocks, Small Business, Financial Modeling, Life Insurance, Valuation, Microsoft Excel, Retirement Planning, Financial Planning
Education
University of North Texas 2009 — 2011
Masters of Science, Finance
University of North Texas 2005 — 2009
Bachelor of Business Administration, Real Estate
Juliana Ramirez Juliana Ramirez's TD Ameritrade Experience July 2013 - May 2014
Job VP, Market Sales Manager for Merrill Edge
Industry Financial Services
Experience
Merrill Edge September 2015 - Present
Bank of America Merrill Lynch May 2014 - Present
TD Ameritrade July 2013 - May 2014
T. Rowe Price July 2012 - July 2013
T. Rowe Price May 2010 - August 2012
Skills
Series 7, Mutual Funds, High Net Worth..., Options, Bonds, Retirement, 401k, Fixed Income, Retirement Planning, Equities, Investment Strategies, Uniform Combined State...
Education
University of South Florida 2003 — 2007
Bachelor of Fine Arts (B.F.A.), Banking, Corporate, Finance, and Securities Law
college of financial planning
Bachelor of Fine Arts (B.F.A.), Masters in Financial Analysis
Merrill Edge September 2015 - Present
Bank of America Merrill Lynch May 2014 - Present
TD Ameritrade July 2013 - May 2014
T. Rowe Price July 2012 - July 2013
T. Rowe Price May 2010 - August 2012
Skills
Series 7, Mutual Funds, High Net Worth..., Options, Bonds, Retirement, 401k, Fixed Income, Retirement Planning, Equities, Investment Strategies, Uniform Combined State...
Education
University of South Florida 2003 — 2007
Bachelor of Fine Arts (B.F.A.), Banking, Corporate, Finance, and Securities Law
college of financial planning
Bachelor of Fine Arts (B.F.A.), Masters in Financial Analysis
Shawn Riggins Shawn Riggins's TD Ameritrade Experience July 2007 - May 2008
Job Financial Planner specializing in Corporate Benefits such as AT&T and Lockheed Martin
Industry Financial Services
Experience
The Rudd Company, LLC July 2015 - Present
Capital Financial Partners - TX February 2015 - July 2015
Rosenthal Retirement Planning May 2008 - February 2015
TD Ameritrade July 2007 - May 2008
Skills
Investments, Customer Service, Leadership, Microsoft Office, Finance, Strategic Planning, Public Speaking, Securities, Retirement Planning, Financial Services, Financial Planning, Microsoft Excel, Event Planning, Series 7, Wealth Management, Employee Benefits, Insurance, Asset Allocation, Microsoft Word, Asset Management, Investment Advisory, Mutual Funds, Financial Analysis, Risk Management, Series 63, Portfolio Management, 401k, Retirement, Management, Financial Advisory, Financial Modeling, Equities, Estate Planning, Investment Strategies, Banking, Fixed Income, Fixed Annuities, Financial Risk, Strategy, Alternative Investments, Life Insurance, Relationship Management, FINRA
Education
University of Rochester 1999 — 2001
Master's degree, Music/Finance, 3.8 GPA
University of Oklahoma 1995 — 1999
Bachelor's degree, Music, 3.6 GPA
The Rudd Company, LLC July 2015 - Present
Capital Financial Partners - TX February 2015 - July 2015
Rosenthal Retirement Planning May 2008 - February 2015
TD Ameritrade July 2007 - May 2008
Skills
Investments, Customer Service, Leadership, Microsoft Office, Finance, Strategic Planning, Public Speaking, Securities, Retirement Planning, Financial Services, Financial Planning, Microsoft Excel, Event Planning, Series 7, Wealth Management, Employee Benefits, Insurance, Asset Allocation, Microsoft Word, Asset Management, Investment Advisory, Mutual Funds, Financial Analysis, Risk Management, Series 63, Portfolio Management, 401k, Retirement, Management, Financial Advisory, Financial Modeling, Equities, Estate Planning, Investment Strategies, Banking, Fixed Income, Fixed Annuities, Financial Risk, Strategy, Alternative Investments, Life Insurance, Relationship Management, FINRA
Education
University of Rochester 1999 — 2001
Master's degree, Music/Finance, 3.8 GPA
University of Oklahoma 1995 — 1999
Bachelor's degree, Music, 3.6 GPA
Lauren Kaczka's TD Ameritrade Experience July 2015 - Present
Job Director, Human Resources at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2015 - Present
TD Ameritrade November 2011 - July 2015
IFF October 2005 - November 2011
Skills
Employee Relations, Talent Management, Performance Management, Human Resources, Succession Planning, Onboarding, Employee Engagement, Talent Acquisition, Leadership, Management, Workforce Planning, Deferred Compensation, Recruiting, Personnel Management, Organizational...
Education
University of Scranton 1996 — 2000
Communications
TD Ameritrade July 2015 - Present
TD Ameritrade November 2011 - July 2015
IFF October 2005 - November 2011
Skills
Employee Relations, Talent Management, Performance Management, Human Resources, Succession Planning, Onboarding, Employee Engagement, Talent Acquisition, Leadership, Management, Workforce Planning, Deferred Compensation, Recruiting, Personnel Management, Organizational...
Education
University of Scranton 1996 — 2000
Communications
Nicholas Kollias's TD Ameritrade Experience June 2015 - August 2015
Job Portfolio Management Intern at Rochester Wealth Management Group, LLC
Industry Investment Management
Experience
Rochester Wealth Management Group, LLC September 2015 - Present
TD Ameritrade June 2015 - August 2015
London Capital Credit Union January 2015 - May 2015
Markets Academy Forex Training February 2015 - February 2015
Investment Banking Institute January 2015 - February 2015
Skills
Options Strategies, Research, Financial Analysis, PowerPoint, Teamwork, Public Speaking, Financial Modeling, Growth Investing, Stocks, Microsoft Excel, Microsoft SQL Server, Leadership, Equity Derivatives, Valuation Modeling
Education
University of Rochester 2012 — 2016
Bachelor of Business Administration
University of Westminster 2015 — 2015
Bachelor's Degree, Business, Accounting, and Finance
Glenbrook North High School, Northbook, IL
Rochester Wealth Management Group, LLC September 2015 - Present
TD Ameritrade June 2015 - August 2015
London Capital Credit Union January 2015 - May 2015
Markets Academy Forex Training February 2015 - February 2015
Investment Banking Institute January 2015 - February 2015
Skills
Options Strategies, Research, Financial Analysis, PowerPoint, Teamwork, Public Speaking, Financial Modeling, Growth Investing, Stocks, Microsoft Excel, Microsoft SQL Server, Leadership, Equity Derivatives, Valuation Modeling
Education
University of Rochester 2012 — 2016
Bachelor of Business Administration
University of Westminster 2015 — 2015
Bachelor's Degree, Business, Accounting, and Finance
Glenbrook North High School, Northbook, IL
Reed Mohrman Reed Mohrman's TD Ameritrade Experience 2008 - 2011
Job Sr Windows System Engineer
Industry Information Technology and Services
Experience
TD Ameritrade 2008 - 2011
Fiserv 2006 - 2008
Kroll Factual Data 2006 - 2006
Requisite Technology 2001 - 2005
Dillon Companies, Inc. 1998 - 2001
Skills
Windows Server, SharePoint, Active Directory, Microsoft Exchange, Servers, Integration, Data Center, Troubleshooting, IT Strategy
Education
University of Northern Colorado
Bachelor of Arts, Biological Science
TD Ameritrade 2008 - 2011
Fiserv 2006 - 2008
Kroll Factual Data 2006 - 2006
Requisite Technology 2001 - 2005
Dillon Companies, Inc. 1998 - 2001
Skills
Windows Server, SharePoint, Active Directory, Microsoft Exchange, Servers, Integration, Data Center, Troubleshooting, IT Strategy
Education
University of Northern Colorado
Bachelor of Arts, Biological Science
Michael Bacher's TD Ameritrade Experience July 2013 - Present
Job at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade Institutional March 2015 - Present
TD Ameritrade July 2013 - Present
TD Ameritrade October 2010 - July 2013
King's III Fire and Security August 2009 - August 2010
BDB Photagraphy 2007 - August 2009
The Stanley Works 2008 - April 2009
Sonitrol July 2007 - April 2009
Main Event Entertainment 2001 - 2006
Skills
Coaching, Social Skills, Conflict Management, Situation Analysis, Decision, Customer Service, Inventory Management, Account Management, Team Building, Budgets, Microsoft Excel, New Business Development, Access Control, Microsoft Word, Operations Management, Negotiation, Microsoft Office
Education
University of North Texas 1999 — 2003
Hospitality and Restaurant management
TD Ameritrade Institutional March 2015 - Present
TD Ameritrade July 2013 - Present
TD Ameritrade October 2010 - July 2013
King's III Fire and Security August 2009 - August 2010
BDB Photagraphy 2007 - August 2009
The Stanley Works 2008 - April 2009
Sonitrol July 2007 - April 2009
Main Event Entertainment 2001 - 2006
Skills
Coaching, Social Skills, Conflict Management, Situation Analysis, Decision, Customer Service, Inventory Management, Account Management, Team Building, Budgets, Microsoft Excel, New Business Development, Access Control, Microsoft Word, Operations Management, Negotiation, Microsoft Office
Education
University of North Texas 1999 — 2003
Hospitality and Restaurant management
Joe Knickrehm Joe Knickrehm's TD Ameritrade Experience September 2011 - February 2012
Job Press Secretary at U.S. House of Representatives
Industry Political Organization
Experience
U.S. House of Representatives September 2015 - Present
U.S. House of Representatives July 2014 - September 2015
Democratic Congressional Campaign Committee January 2013 - November 2014
Kreitlow for Congress April 2012 - November 2012
U.S. House of Representatives February 2012 - May 2012
TD Ameritrade September 2011 - February 2012
University of Northern Iowa Office of the President December 2010 - September 2011
Skills
Public Relations, Press Releases, Social Media, Media Relations, Event Planning, Strategic Communications, Policy Analysis, Community Outreach, Fundraising, Politics, Public Policy, Crisis Communications, Political Campaigns, Volunteer Management, Speech Writing, Grassroots Organizing, Community Development, Internal Communications, Facebook, Grant Writing, Legislative Relations, International Relations, Editing, Political Communication, Government, Corporate Communications, Public Speaking, Nonprofits, Coalitions, Message Development, Policy, Political Consulting, Political Science
Education
University of Northern Iowa 2007 — 2011
B.A., Public Relations and Marketing
U.S. House of Representatives September 2015 - Present
U.S. House of Representatives July 2014 - September 2015
Democratic Congressional Campaign Committee January 2013 - November 2014
Kreitlow for Congress April 2012 - November 2012
U.S. House of Representatives February 2012 - May 2012
TD Ameritrade September 2011 - February 2012
University of Northern Iowa Office of the President December 2010 - September 2011
Skills
Public Relations, Press Releases, Social Media, Media Relations, Event Planning, Strategic Communications, Policy Analysis, Community Outreach, Fundraising, Politics, Public Policy, Crisis Communications, Political Campaigns, Volunteer Management, Speech Writing, Grassroots Organizing, Community Development, Internal Communications, Facebook, Grant Writing, Legislative Relations, International Relations, Editing, Political Communication, Government, Corporate Communications, Public Speaking, Nonprofits, Coalitions, Message Development, Policy, Political Consulting, Political Science
Education
University of Northern Iowa 2007 — 2011
B.A., Public Relations and Marketing
Caroline Gaeta Caroline Gaeta's TD Ameritrade Experience July 2015 - Present
Job Internal Consulting Analyst at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2015 - Present
TD Ameritrade June 2014 - June 2015
UBS June 2013 - August 2013
New York Life Insurance Company May 2012 - August 2012
Matrix Asset Advisors, Inc. May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Investments, PowerPoint, Financial Modeling, Access, Data Analysis, Economics, Bloomberg Terminal, Bloomberg
Education
University of Richmond 2010 — 2014
Bachelor of Science in Business Administration, Economics Concentration
TD Ameritrade July 2015 - Present
TD Ameritrade June 2014 - June 2015
UBS June 2013 - August 2013
New York Life Insurance Company May 2012 - August 2012
Matrix Asset Advisors, Inc. May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Investments, PowerPoint, Financial Modeling, Access, Data Analysis, Economics, Bloomberg Terminal, Bloomberg
Education
University of Richmond 2010 — 2014
Bachelor of Science in Business Administration, Economics Concentration
Daniel Berkman Daniel Berkman's TD Ameritrade Experience June 2015 - Present
Job Manager, Retail Strategy & Planning at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2015 - Present
Apollo Global Management LLC March 2014 - May 2015
TD Ameritrade August 2012 - March 2014
TD Ameritrade Institutional February 2012 - July 2012
TD Ameritrade Institutional June 2011 - January 2012
LGA Capital, LLLC May 2010 - May 2011
Punch Bowl Humor Magazine February 2008 - May 2011
Redbrick Development Group June 2009 - August 2009
Skills
Microsoft Excel, Microsoft SQL Server, Microsoft Acces, Microsoft Powerpoint, Series 7, Series 66, Photoshop, InDesign, SQL, Strategy, Data Analysis, Finance
Education
University of Pennsylvania 2007 — 2011
BA, Economics, Consumer Psychology, Mathematics
Bullis High School 2003 — 2007
High School Diploma
TD Ameritrade June 2015 - Present
Apollo Global Management LLC March 2014 - May 2015
TD Ameritrade August 2012 - March 2014
TD Ameritrade Institutional February 2012 - July 2012
TD Ameritrade Institutional June 2011 - January 2012
LGA Capital, LLLC May 2010 - May 2011
Punch Bowl Humor Magazine February 2008 - May 2011
Redbrick Development Group June 2009 - August 2009
Skills
Microsoft Excel, Microsoft SQL Server, Microsoft Acces, Microsoft Powerpoint, Series 7, Series 66, Photoshop, InDesign, SQL, Strategy, Data Analysis, Finance
Education
University of Pennsylvania 2007 — 2011
BA, Economics, Consumer Psychology, Mathematics
Bullis High School 2003 — 2007
High School Diploma
Neal French Neal French's TD Ameritrade Experience December 2012 - Present
Job Product Manager Guidance & Operations
Industry Financial Services
Experience
TD Ameritrade December 2012 - Present
TD Ameritrade December 2005 - December 2012
Bank of America July 1988 - February 2004
Skills
Series 7, FINRA, Series 65, Wealth Management, Uniform Combined State..., Investments, Portfolio Management, Mutual Funds, Investment Advisory, Series 63, Series 24, Asset Allocation, Financial Services, Investment Strategies, Retirement Planning, ETFs, Retirement, Options, 401k, Financial Advisory, Alternative Investments, Investment Management, Equities, Fixed Income, Securities, Bonds, Asset Management, Separately Managed...
Education
University of North Texas 1993 — 2000
Bachelor of Business Administration (BBA), Finance, Accounting, good
TD Ameritrade December 2012 - Present
TD Ameritrade December 2005 - December 2012
Bank of America July 1988 - February 2004
Skills
Series 7, FINRA, Series 65, Wealth Management, Uniform Combined State..., Investments, Portfolio Management, Mutual Funds, Investment Advisory, Series 63, Series 24, Asset Allocation, Financial Services, Investment Strategies, Retirement Planning, ETFs, Retirement, Options, 401k, Financial Advisory, Alternative Investments, Investment Management, Equities, Fixed Income, Securities, Bonds, Asset Management, Separately Managed...
Education
University of North Texas 1993 — 2000
Bachelor of Business Administration (BBA), Finance, Accounting, good
Austin Harfst Austin Harfst's TD Ameritrade Experience April 2011 - Present
Job Institutional Relationship Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2011 - Present
University of Oregon January 2009 - April 2011
Harfst and Associates, Inc June 2010 - September 2010
OB Sports Management July 2008 - September 2010
Education
University of Oregon 2007 — 2011
Bachelor of Arts, History, Political Science, Business
TD Ameritrade April 2011 - Present
University of Oregon January 2009 - April 2011
Harfst and Associates, Inc June 2010 - September 2010
OB Sports Management July 2008 - September 2010
Education
University of Oregon 2007 — 2011
Bachelor of Arts, History, Political Science, Business
Matt Mick Matt Mick's TD Ameritrade Experience December 2005 - June 2010
Job Outreach Coordinator at Ericson Public Library
Industry Libraries
Experience
Ericson Public Library October 2014 - Present
Missouri S&T March 2013 - September 2014
Results Radio August 2011 - November 2012
Meramec Vinyards April 2011 - October 2011
Mutual of Omaha September 2010 - January 2011
TD Ameritrade December 2005 - June 2010
Nevermore Paranormal October 2007 - October 2008
TD Ameritrade March 2004 - December 2005
TD Ameritrade January 1999 - March 2004
Monticello Community High School August 1998 - June 1999
Skills
Leadership, Management, Team Building, Public Relations, Customer Service, Quality Assurance, Process Improvement, Risk Management, Training, Microsoft Excel, Software Documentation, Microsoft Office, Budgets, Project Management, Marketing
Education
University of Northern Iowa 1992 — 1998
BA, Industrial Technology Education, Minor Coaching
Ericson Public Library October 2014 - Present
Missouri S&T March 2013 - September 2014
Results Radio August 2011 - November 2012
Meramec Vinyards April 2011 - October 2011
Mutual of Omaha September 2010 - January 2011
TD Ameritrade December 2005 - June 2010
Nevermore Paranormal October 2007 - October 2008
TD Ameritrade March 2004 - December 2005
TD Ameritrade January 1999 - March 2004
Monticello Community High School August 1998 - June 1999
Skills
Leadership, Management, Team Building, Public Relations, Customer Service, Quality Assurance, Process Improvement, Risk Management, Training, Microsoft Excel, Software Documentation, Microsoft Office, Budgets, Project Management, Marketing
Education
University of Northern Iowa 1992 — 1998
BA, Industrial Technology Education, Minor Coaching
Robert Heller's TD Ameritrade Experience February 2011 - May 2011
Job Summer Associate Deloitte Consulting | Candidate for MBA at NYU Stern School of Business
Industry Financial Services
Experience
NYU Stern School of Business July 2014 - Present
E*TRADE Financial May 2011 - July 2014
TD Ameritrade February 2011 - May 2011
TD Ameritrade April 2010 - February 2011
TD Ameritrade July 2008 - March 2010
LIM Advisors June 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Analytics, SQL, Quantitative Analytics, Business Strategy, Securities, Investments, Mutual Funds, Equities, Series 7, Strategic Consulting, Marketing Communications, Financial Reporting, Hedge Funds, Alternative Investments, Omniture, Financial Services, Strategy
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Pennsylvania 2004 — 2008
BA, International Relations, History
NYU Stern School of Business July 2014 - Present
E*TRADE Financial May 2011 - July 2014
TD Ameritrade February 2011 - May 2011
TD Ameritrade April 2010 - February 2011
TD Ameritrade July 2008 - March 2010
LIM Advisors June 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Analytics, SQL, Quantitative Analytics, Business Strategy, Securities, Investments, Mutual Funds, Equities, Series 7, Strategic Consulting, Marketing Communications, Financial Reporting, Hedge Funds, Alternative Investments, Omniture, Financial Services, Strategy
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Pennsylvania 2004 — 2008
BA, International Relations, History
Rick Case, CSM's TD Ameritrade Experience June 1998 - June 2003
Job Scrum Master at Northern Natural Gas
Industry Information Technology and Services
Experience
Northern Natural Gas September 2013 - Present
Blue Cross and Blue Shield of Nebraska March 2012 - May 2013
Modis March 2009 - March 2012
Wells Fargo Financial November 2006 - February 2009
MediNotes, Inc. October 2004 - November 2006
Iowa Foundation for Medical Care October 2003 - June 2004
TD Ameritrade June 1998 - June 2003
Ameritrade July 1997 - June 2003
Sterling Software June 1991 - July 1998
U.S. Air Force January 1981 - February 1991
Skills
SDLC, Business Analysis, Vendor Management, PMO, Project Portfolio..., Visio, Process Improvement, Requirements Gathering, Software Project..., Requirements Analysis, Project Management, Agile Methodologies, Agile Project Management, Program Management, Business Process..., Leadership, Software Documentation, Management, Integration, Analysis, Databases, Project Planning, Software Development, MS Project, Product Management, Oracle, Scrum, Business Requirements, Business Process, Systems Analysis, SharePoint, IT Strategy, Business Intelligence
Education
Scrum Alliance 2009 — 2009
CSM
University of Phoenix 2004 — 2008
BS
Northern Natural Gas September 2013 - Present
Blue Cross and Blue Shield of Nebraska March 2012 - May 2013
Modis March 2009 - March 2012
Wells Fargo Financial November 2006 - February 2009
MediNotes, Inc. October 2004 - November 2006
Iowa Foundation for Medical Care October 2003 - June 2004
TD Ameritrade June 1998 - June 2003
Ameritrade July 1997 - June 2003
Sterling Software June 1991 - July 1998
U.S. Air Force January 1981 - February 1991
Skills
SDLC, Business Analysis, Vendor Management, PMO, Project Portfolio..., Visio, Process Improvement, Requirements Gathering, Software Project..., Requirements Analysis, Project Management, Agile Methodologies, Agile Project Management, Program Management, Business Process..., Leadership, Software Documentation, Management, Integration, Analysis, Databases, Project Planning, Software Development, MS Project, Product Management, Oracle, Scrum, Business Requirements, Business Process, Systems Analysis, SharePoint, IT Strategy, Business Intelligence
Education
Scrum Alliance 2009 — 2009
CSM
University of Phoenix 2004 — 2008
BS
Joseph C. Chang's TD Ameritrade Experience October 1998 - October 2000
Job Social Business Manager, Certified Usability Analyst, Certified Social Marketing Associate, Prudential Financial, Inc.
Industry Financial Services
Experience
Prudential Financial September 2013 - Present
Prudential Financial June 2011 - September 2013
Goldman Sachs October 2010 - March 2011
David Yum Architects August 2010 - October 2010
Oppenheimer & Co. Inc. April 2010 - July 2010
Morgan Stanley October 2000 - January 2010
TD Ameritrade October 1998 - October 2000
TD Ameritrade February 1996 - October 1998
Skills
Financial Markets, Usability, Information Architecture, Content Management, Email Marketing, Web Analytics, SEO, Paper Prototyping, Writing For The Web, HTML, JavaScript, CSS, Adobe Acrobat, Photoshop Elements, Illustrator, Dreamweaver, Camtasia, Visio, WebTrends, Google Analytics, Documentum, Series 7, Series 63, Competitive Analysis, Integrated Marketing, Project Management, Online Marketing, Alternative Investments, Web Design, CRM, Analytics, E-commerce, Digital Strategy, Direct Marketing, Marketing, Strategy, Marketing Management, Content Strategy, Social Media, Corporate Branding, Salesforce.com, Mobile Devices, Web Content Management, Leadership
Education
University of Rochester
BA, Economics
Prudential Financial September 2013 - Present
Prudential Financial June 2011 - September 2013
Goldman Sachs October 2010 - March 2011
David Yum Architects August 2010 - October 2010
Oppenheimer & Co. Inc. April 2010 - July 2010
Morgan Stanley October 2000 - January 2010
TD Ameritrade October 1998 - October 2000
TD Ameritrade February 1996 - October 1998
Skills
Financial Markets, Usability, Information Architecture, Content Management, Email Marketing, Web Analytics, SEO, Paper Prototyping, Writing For The Web, HTML, JavaScript, CSS, Adobe Acrobat, Photoshop Elements, Illustrator, Dreamweaver, Camtasia, Visio, WebTrends, Google Analytics, Documentum, Series 7, Series 63, Competitive Analysis, Integrated Marketing, Project Management, Online Marketing, Alternative Investments, Web Design, CRM, Analytics, E-commerce, Digital Strategy, Direct Marketing, Marketing, Strategy, Marketing Management, Content Strategy, Social Media, Corporate Branding, Salesforce.com, Mobile Devices, Web Content Management, Leadership
Education
University of Rochester
BA, Economics
Jason Devlin's TD Ameritrade Experience July 2002 - June 2007
Job Network Operations at Time Warner Cable
Industry Information Technology and Services
Experience
Time Warner Cable July 2007 - Present
TD Ameritrade July 2002 - June 2007
TD Ameritrade (Waterhouse Securities Group) May 2000 - June 2002
TD Ameritrade (Waterhouse Securities Group) April 1999 - April 2000
Skills
Data Center, Troubleshooting, Disaster Recovery, Networking, Security, Servers, VPN
Education
University of Phoenix 2003 — 2006
BS, Business Management
Cornell 1997 — 1998
Certificate, Management/Labor Relations
John Jay College 1994 — 1997
Liberal Arts\Criminal Justice
Keller School of Management
Masters Degree, Network and Communications
Time Warner Cable July 2007 - Present
TD Ameritrade July 2002 - June 2007
TD Ameritrade (Waterhouse Securities Group) May 2000 - June 2002
TD Ameritrade (Waterhouse Securities Group) April 1999 - April 2000
Skills
Data Center, Troubleshooting, Disaster Recovery, Networking, Security, Servers, VPN
Education
University of Phoenix 2003 — 2006
BS, Business Management
Cornell 1997 — 1998
Certificate, Management/Labor Relations
John Jay College 1994 — 1997
Liberal Arts\Criminal Justice
Keller School of Management
Masters Degree, Network and Communications
Matt Sadowsky's TD Ameritrade Experience February 2010 - Present
Job Director, Products Group
Industry Financial Services
Experience
The Insurance Agency of TD Ameritrade, LLC July 2011 - Present
TD Ameritrade February 2010 - Present
TD Ameritrade January 2006 - February 2010
Columbus Circle Capital March 2003 - May 2005
The BISYS Group, Inc. April 2001 - August 2002
Columbus Venture Advisory Services July 1998 - March 2001
Salomon Smith Barney (Citigroup) July 1995 - July 1998
Skills
Licensed Life & Health..., Series 7, Series 24, Series 7, 24, 66, CRPC
Education
University of Pennsylvania 1991 — 1995
BSE, BA, Entrepreneurial Mgmt, Philosophy
University of Pennsylvania - The Wharton School 1991 — 1995
The Insurance Agency of TD Ameritrade, LLC July 2011 - Present
TD Ameritrade February 2010 - Present
TD Ameritrade January 2006 - February 2010
Columbus Circle Capital March 2003 - May 2005
The BISYS Group, Inc. April 2001 - August 2002
Columbus Venture Advisory Services July 1998 - March 2001
Salomon Smith Barney (Citigroup) July 1995 - July 1998
Skills
Licensed Life & Health..., Series 7, Series 24, Series 7, 24, 66, CRPC
Education
University of Pennsylvania 1991 — 1995
BSE, BA, Entrepreneurial Mgmt, Philosophy
University of Pennsylvania - The Wharton School 1991 — 1995
Steve Cromer's TD Ameritrade Experience January 2004 - Present
Job Team Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2004 - Present
TD Ameritrade January 2007 - August 2007
Realnet Financial March 2002 - December 2003
Cromer and Schooler Financial Advisors January 2000 - October 2001
Gallagher Financial Services 1999 - 2001
Skills
Series 7, Options, Series 63, Securities, Equities, FINRA, Trading, Risk Management, Loans, Asset, Financial Risk, Uniform Combined State..., Mutual Funds, Investment Advisory, Wealth Management, Asset Allocation, Retirement Planning, Bonds, Investments, Strategic Financial..., Series 65, Fixed Income, Financial Analysis, Financial Services
Education
University of Phoenix 2007 — 2012
Bachelor of Business Administration, Management
El Centro Junior College 1994 — 1997
Associate, Restaurant Management
TD Ameritrade January 2004 - Present
TD Ameritrade January 2007 - August 2007
Realnet Financial March 2002 - December 2003
Cromer and Schooler Financial Advisors January 2000 - October 2001
Gallagher Financial Services 1999 - 2001
Skills
Series 7, Options, Series 63, Securities, Equities, FINRA, Trading, Risk Management, Loans, Asset, Financial Risk, Uniform Combined State..., Mutual Funds, Investment Advisory, Wealth Management, Asset Allocation, Retirement Planning, Bonds, Investments, Strategic Financial..., Series 65, Fixed Income, Financial Analysis, Financial Services
Education
University of Phoenix 2007 — 2012
Bachelor of Business Administration, Management
El Centro Junior College 1994 — 1997
Associate, Restaurant Management
Rachel Bradford's TD Ameritrade Experience April 2007 - Present
Job Trading Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2007 - Present
Self Emloyed January 2005 - April 2007
Skills
Series 7, Series 24, Trading, Financial Analysis, Securities, Mutual Funds, Equities, Series 63, FINRA, Series 3, Series 4, series 55
Education
University of North Texas
Accounting
TD Ameritrade April 2007 - Present
Self Emloyed January 2005 - April 2007
Skills
Series 7, Series 24, Trading, Financial Analysis, Securities, Mutual Funds, Equities, Series 63, FINRA, Series 3, Series 4, series 55
Education
University of North Texas
Accounting
Jaime Greis's TD Ameritrade Experience August 1996 - Present
Job Lead Relationship Manager at Fiserv
Industry Financial Services
Experience
TD Ameritrade August 1996 - Present
Education
University of Phoenix 2000 — 2003
TD Ameritrade August 1996 - Present
Education
University of Phoenix 2000 — 2003
frank madalone's TD Ameritrade Experience Associate Syndicate DeskTD AmeritradeFebruary 2005 - Present
Job at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade Associate Syndicate DeskTD AmeritradeFebruary 2005 - Present
mclouglin piven vogel 2005 - 2006
Education
University of Scranton 2000 — 2004
TD Ameritrade Associate Syndicate DeskTD AmeritradeFebruary 2005 - Present
mclouglin piven vogel 2005 - 2006
Education
University of Scranton 2000 — 2004
kerry ann doran's TD Ameritrade Experience December 2004 - December 2013
Job Wealth Management Advisor
Industry Financial Services
Experience
TD Ameritrade December 2004 - December 2013
Charles Schwab January 1997 - November 2004
Skills
Management and sales...
Education
United States Army School of Aviation 1981 — 1986
Uh-1h rotary wing, Aviator.
University of San Francisco 1978 — 1981
Psychology
Semester at Sea
TD Ameritrade December 2004 - December 2013
Charles Schwab January 1997 - November 2004
Skills
Management and sales...
Education
United States Army School of Aviation 1981 — 1986
Uh-1h rotary wing, Aviator.
University of San Francisco 1978 — 1981
Psychology
Semester at Sea
Tim Nowell's TD Ameritrade Experience August 1999 - Present
Job Special Projects and Process Improvement
Industry Financial Services
Frank Madalone's TD Ameritrade Experience September 2005 - Present
Job Capital Markets TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2005 - Present
Skills
CDS, Structured Finance, Series 7, Fixed Income, Series 63, Bonds, Securities, Bloomberg, Equities, Options, Trading, Capital Markets, Derivatives
Education
University of Scranton 2000 — 2004
TD Ameritrade September 2005 - Present
Skills
CDS, Structured Finance, Series 7, Fixed Income, Series 63, Bonds, Securities, Bloomberg, Equities, Options, Trading, Capital Markets, Derivatives
Education
University of Scranton 2000 — 2004
Brad Corbett's TD Ameritrade Experience April 2013 - Present
Job Branch Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2013 - Present
Direxionfunds January 2009 - April 2013
Direxionfunds November 2006 - December 2008
Sun Life Financial Distributors June 2005 - November 2006
Putnam Investments October 2002 - June 2005
Putnam Investments November 2001 - October 2002
Putnam Investments November 1999 - November 2001
Skills
Series 63, ETFs, Series 7, Mutual Funds, Alternative Investments, Investments, Wholesaling, New Business Development, Annuities, Managed Futures, Separately Managed..., Series 65, Securities, Series 24, Series 6, Wealth Management, Fixed Annuities
Education
University of Rhode Island 1994 — 1998
Bachelor's degree, Communication and Media Studies
TD Ameritrade April 2013 - Present
Direxionfunds January 2009 - April 2013
Direxionfunds November 2006 - December 2008
Sun Life Financial Distributors June 2005 - November 2006
Putnam Investments October 2002 - June 2005
Putnam Investments November 2001 - October 2002
Putnam Investments November 1999 - November 2001
Skills
Series 63, ETFs, Series 7, Mutual Funds, Alternative Investments, Investments, Wholesaling, New Business Development, Annuities, Managed Futures, Separately Managed..., Series 65, Securities, Series 24, Series 6, Wealth Management, Fixed Annuities
Education
University of Rhode Island 1994 — 1998
Bachelor's degree, Communication and Media Studies
Romero Scigliano's TD Ameritrade Experience September 2009 - January 2013
Job Consultant at RLS Consulting
Industry Financial Services
Experience
RLS Consulting February 2013 - Present
TD Ameritrade September 2009 - January 2013
Charles Schwab March 1991 - April 2009
Skills
Wealth Management, Investments, Financial Services, Investment Advisory, Portfolio Management, Series 24, Series 65, Sales Management
Education
University of San Francisco
MBA
University of Southern California - Marshall School of Business
Bachelor of Science (B.S.)
RLS Consulting February 2013 - Present
TD Ameritrade September 2009 - January 2013
Charles Schwab March 1991 - April 2009
Skills
Wealth Management, Investments, Financial Services, Investment Advisory, Portfolio Management, Series 24, Series 65, Sales Management
Education
University of San Francisco
MBA
University of Southern California - Marshall School of Business
Bachelor of Science (B.S.)
Jared Knowles's TD Ameritrade Experience July 2008 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2008 - Present
CrossFit Thumbs Up May 2011 - Present
ING Advisors Network 2007 - 2008
Skills
Series 7, Series 66, Retirement Planning, Investments, Equities, Asset Allocation, Personal Training, Fitness Training, CrossFit, Options Strategies, Mutual Funds, Nutritional Counseling, Modern Portfolio Theory, Futures Trading, Fitness Consulting, Olympic Lifting, Sales, RIAs, Finance, Wealth Management, Investment Strategies, Uniform Combined State..., Securities, Portfolio Management, Currency Futures
Education
University of South Florida 2002 — 2007
Finance, Finance and Marketing
University of South Florida 2002 — 2007
Bachelor's degree, Business Administration; Finance
TD Ameritrade July 2008 - Present
CrossFit Thumbs Up May 2011 - Present
ING Advisors Network 2007 - 2008
Skills
Series 7, Series 66, Retirement Planning, Investments, Equities, Asset Allocation, Personal Training, Fitness Training, CrossFit, Options Strategies, Mutual Funds, Nutritional Counseling, Modern Portfolio Theory, Futures Trading, Fitness Consulting, Olympic Lifting, Sales, RIAs, Finance, Wealth Management, Investment Strategies, Uniform Combined State..., Securities, Portfolio Management, Currency Futures
Education
University of South Florida 2002 — 2007
Finance, Finance and Marketing
University of South Florida 2002 — 2007
Bachelor's degree, Business Administration; Finance
Shea Hunt's TD Ameritrade Experience May 2009 - September 2010
Job Vice President at JPMorgan Chase
Industry Computer Software
Experience
JPMorgan Chase June 2011 - Present
First Data Corporation September 2010 - May 2012
TD Ameritrade May 2009 - September 2010
TD AMERITRADE December 2006 - September 2010
Concord EFS 1995 - 2008
Concord EFS 1997 - 2006
Skills
Automation, Integration, Manual Testing, Quality Assurance, Quality Center, SDLC, Software Quality..., Test Automation, Test Cases, Test Planning, Testing, Unix, User Acceptance Testing, Regression Testing
Education
University of Phoenix
JPMorgan Chase June 2011 - Present
First Data Corporation September 2010 - May 2012
TD Ameritrade May 2009 - September 2010
TD AMERITRADE December 2006 - September 2010
Concord EFS 1995 - 2008
Concord EFS 1997 - 2006
Skills
Automation, Integration, Manual Testing, Quality Assurance, Quality Center, SDLC, Software Quality..., Test Automation, Test Cases, Test Planning, Testing, Unix, User Acceptance Testing, Regression Testing
Education
University of Phoenix
Steven Beaty's TD Ameritrade Experience August 2011 - Present
Job Loss Prevention Analyst at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2011 - Present
Bank of America July 2007 - October 2009
Wells Fargo Bank July 2005 - June 2007
Skills
Customer Service, Sales, Back Office, Data Entry, Customer Support, Loss Prevention, Financial Advisory, Legal Compliance
Education
University of North Texas 2008 — 2011
Bachelor of Science (BS), Criminal Justice
TD Ameritrade August 2011 - Present
Bank of America July 2007 - October 2009
Wells Fargo Bank July 2005 - June 2007
Skills
Customer Service, Sales, Back Office, Data Entry, Customer Support, Loss Prevention, Financial Advisory, Legal Compliance
Education
University of North Texas 2008 — 2011
Bachelor of Science (BS), Criminal Justice
Staci Sullivan's TD Ameritrade Experience January 2015 - Present
Job Operations Director
Industry Financial Services
Experience
TD Ameritrade January 2015 - Present
TD Ameritrade November 1997 - Present
Skills
Asset Management, Equities, FINRA, Financial Services, Investments, Process Improvement, Risk Management, Securities, Series 24, Series 63, Series 7
Education
University of Northern Iowa 1993 — 1997
BS, Finance
TD Ameritrade January 2015 - Present
TD Ameritrade November 1997 - Present
Skills
Asset Management, Equities, FINRA, Financial Services, Investments, Process Improvement, Risk Management, Securities, Series 24, Series 63, Series 7
Education
University of Northern Iowa 1993 — 1997
BS, Finance
Mary Beth Overcashier's TD Ameritrade Experience November 2011 - June 2012
Job Senior Business Analyst
Industry Information Technology and Services
Experience
Ascend One October 2012 - Present
CMSI June 2012 - October 2012
TD Ameritrade November 2011 - June 2012
Ascend One August 2010 - November 2011
Wells Fargo November 1991 - January 2010
Education
University of Pittsburgh
Business Economics/Management
Ascend One October 2012 - Present
CMSI June 2012 - October 2012
TD Ameritrade November 2011 - June 2012
Ascend One August 2010 - November 2011
Wells Fargo November 1991 - January 2010
Education
University of Pittsburgh
Business Economics/Management
Jeremy Alons's TD Ameritrade Experience January 2009 - September 2010
Job Experienced problem solver.
Industry Financial Services
Experience
Spot Trading LLC October 2012 - Present
ifbyphone February 2011 - October 2012
Sun Trading LLC September 2010 - February 2011
TD Ameritrade January 2009 - September 2010
thinkorswim January 2007 - September 2010
FastServers, Inc. February 2003 - January 2007
Skills
Python, SaltStack, DevOps, Perl, Linux, Bash, VMware, Solaris, MySQL, Data Center, Shell Scripting, High Availability, Apache, Ruby, PostgreSQL, RedHat, Cloud Computing, Xen, System Monitoring, KVM, Nagios
Education
University of Northern Iowa 1999 — 2003
BA, Computer Science
Spot Trading LLC October 2012 - Present
ifbyphone February 2011 - October 2012
Sun Trading LLC September 2010 - February 2011
TD Ameritrade January 2009 - September 2010
thinkorswim January 2007 - September 2010
FastServers, Inc. February 2003 - January 2007
Skills
Python, SaltStack, DevOps, Perl, Linux, Bash, VMware, Solaris, MySQL, Data Center, Shell Scripting, High Availability, Apache, Ruby, PostgreSQL, RedHat, Cloud Computing, Xen, System Monitoring, KVM, Nagios
Education
University of Northern Iowa 1999 — 2003
BA, Computer Science
Paul Jiganti's TD Ameritrade Experience July 2012 - July 2015
Job Managing Director at IMC financial markets
Industry Investment Management
Experience
IMC financial markets September 2015 - Present
TD Ameritrade July 2012 - July 2015
NASDAQ OMX September 2010 - September 2011
Susquehanna 1992 - 2008
Susquehanna International Group 1992 - 2008
Skills
Trading, Equities, Options, Derivatives, Trading Systems, Equity Derivatives, Electronic Trading, FINRA, Hedge Funds, Fixed Income, Strategy, Securities, ETFs, Proprietary Trading, Financial Markets, Financial Risk, Asset Management, Commodity, Hedging, Quantitative Finance, Investments, Portfolio Management, Investment Strategies, Series 7, Alternative Investments, Bloomberg, Trading Strategies, Asset Allocation, Series 63, Equity Trading, FX Options, Risk Management, Market Data, Bonds, Capital Markets, Structured Products, Series 24
Education
University of San Diego 1981 — 1985
BBA, Economics
IMC financial markets September 2015 - Present
TD Ameritrade July 2012 - July 2015
NASDAQ OMX September 2010 - September 2011
Susquehanna 1992 - 2008
Susquehanna International Group 1992 - 2008
Skills
Trading, Equities, Options, Derivatives, Trading Systems, Equity Derivatives, Electronic Trading, FINRA, Hedge Funds, Fixed Income, Strategy, Securities, ETFs, Proprietary Trading, Financial Markets, Financial Risk, Asset Management, Commodity, Hedging, Quantitative Finance, Investments, Portfolio Management, Investment Strategies, Series 7, Alternative Investments, Bloomberg, Trading Strategies, Asset Allocation, Series 63, Equity Trading, FX Options, Risk Management, Market Data, Bonds, Capital Markets, Structured Products, Series 24
Education
University of San Diego 1981 — 1985
BBA, Economics
Matthew Ulrick's TD Ameritrade Experience March 2013 - November 2014
Job Vice President Investments at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store November 2014 - Present
The Mutual Fund Store November 2014 - Present
TD Ameritrade March 2013 - November 2014
TD Ameritrade June 2010 - March 2013
TD Ameritrade July 2009 - May 2010
Martin Financial Group August 2008 - January 2009
Skills
Series 7, Investments, Mutual Funds, Wealth Management, Retirement Planning, Securities, Financial Services, Strategic Financial..., Asset Allocation, Portfolio Management, Relationship Management, FINRA, Series 24, Options, Trading, Finance, Sales, Series 63, 401k, Series 65, Uniform Combined State..., Investment Strategies
Education
University of North Texas 2003 — 2008
Bachelor's degree
The Mutual Fund Store November 2014 - Present
The Mutual Fund Store November 2014 - Present
TD Ameritrade March 2013 - November 2014
TD Ameritrade June 2010 - March 2013
TD Ameritrade July 2009 - May 2010
Martin Financial Group August 2008 - January 2009
Skills
Series 7, Investments, Mutual Funds, Wealth Management, Retirement Planning, Securities, Financial Services, Strategic Financial..., Asset Allocation, Portfolio Management, Relationship Management, FINRA, Series 24, Options, Trading, Finance, Sales, Series 63, 401k, Series 65, Uniform Combined State..., Investment Strategies
Education
University of North Texas 2003 — 2008
Bachelor's degree
Merrick Estes's TD Ameritrade Experience December 2014 - September 2015
Job Branch Manager at E*TRADE
Industry Investment Management
Experience
E*TRADE Financial Corporation September 2015 - Present
TD Ameritrade December 2014 - September 2015
TD Ameritrade April 2013 - December 2014
TD Ameritrade January 2011 - March 2013
TD Ameritrade January 2010 - January 2011
Evergreen Investments September 2003 - January 2010
Evergreen Investments September 2003 - September 2007
DLJdirect-CSFBdirect-Harrisdirect 2000 - 2003
Skills
Investments, Series 7, Series 63, Mutual Funds, Asset Allocation, Series 65, Sales, Financial Services, FINRA, Relationship Management, Alternative Investments, Portfolio Management, Wealth Management, Series 24, Securities, Retirement Planning, Investment Advisory, Uniform Combined State..., IRAs, Sales Management, New Business Development, Retirement, Salesforce.com, Recruiting, Risk Management, ETFs, Investment Strategies, Selling, 401k, Managing Accounts, Sales Coach, Sales Recruitment, Consultative Selling, Managed Accounts, Series 66, Management
Education
University of South Carolina-Columbia 1994 — 1998
International Studies, Economics, Foreign Policy, Minor in Business Administration
E*TRADE Financial Corporation September 2015 - Present
TD Ameritrade December 2014 - September 2015
TD Ameritrade April 2013 - December 2014
TD Ameritrade January 2011 - March 2013
TD Ameritrade January 2010 - January 2011
Evergreen Investments September 2003 - January 2010
Evergreen Investments September 2003 - September 2007
DLJdirect-CSFBdirect-Harrisdirect 2000 - 2003
Skills
Investments, Series 7, Series 63, Mutual Funds, Asset Allocation, Series 65, Sales, Financial Services, FINRA, Relationship Management, Alternative Investments, Portfolio Management, Wealth Management, Series 24, Securities, Retirement Planning, Investment Advisory, Uniform Combined State..., IRAs, Sales Management, New Business Development, Retirement, Salesforce.com, Recruiting, Risk Management, ETFs, Investment Strategies, Selling, 401k, Managing Accounts, Sales Coach, Sales Recruitment, Consultative Selling, Managed Accounts, Series 66, Management
Education
University of South Carolina-Columbia 1994 — 1998
International Studies, Economics, Foreign Policy, Minor in Business Administration
Jason Comer, CFP® ChFC ®'s TD Ameritrade Experience February 2010 - March 2011
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2014 - Present
USAA March 2011 - August 2014
TD Ameritrade February 2010 - March 2011
Fidelity Investments July 2000 - February 2010
Education
University of Oklahoma 1991 — 1996
BA, Sociology
TIAA-CREF August 2014 - Present
USAA March 2011 - August 2014
TD Ameritrade February 2010 - March 2011
Fidelity Investments July 2000 - February 2010
Education
University of Oklahoma 1991 — 1996
BA, Sociology
Phil Marek's TD Ameritrade Experience August 2010 - September 2012
Job Sr. Financial Services Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2012 - Present
TD Ameritrade August 2010 - September 2012
SemCrude L.P. May 2006 - August 2008
Skills
Communication Training, Social Media, Marketing, Internal Communications, Advertising, Leadership, Microsoft Office, Series 63, Series 7, Customer Service, Financial Services
Education
University of Oklahoma 2005 — 2009
BA, Advertising
TIAA-CREF September 2012 - Present
TD Ameritrade August 2010 - September 2012
SemCrude L.P. May 2006 - August 2008
Skills
Communication Training, Social Media, Marketing, Internal Communications, Advertising, Leadership, Microsoft Office, Series 63, Series 7, Customer Service, Financial Services
Education
University of Oklahoma 2005 — 2009
BA, Advertising
Logan Hassinger's TD Ameritrade Experience October 2013 - September 2014
Job Financial Reporting Analyst at Neuberger BermanCapital Analytics
Industry Investment Management
Experience
Sage Equities LLC March 2015 - Present
Neuberger Berman September 2014 - Present
TD Ameritrade October 2013 - September 2014
LegacyTexas Wealth Advisors October 2012 - July 2013
LegacyTexas Wealth Advisors August 2011 - June 2012
Skills
Investments, Asset Allocation, Wealth Management, Finance, Strategic Financial..., Portfolio Management, Investment Management, 401k, Retirement Planning, Financial Modeling, Alternative Investments, Financial Advisory, Asset Management, Valuation, Equities, Financial Analysis, Due Diligence, Series 65, Qualified Retirement..., Account Reconciliation, Asset Managment, Rebalancing, Performance Reporting, Series 7, Series 63, DCF, Series 24
Education
University of North Texas 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Sage Equities LLC March 2015 - Present
Neuberger Berman September 2014 - Present
TD Ameritrade October 2013 - September 2014
LegacyTexas Wealth Advisors October 2012 - July 2013
LegacyTexas Wealth Advisors August 2011 - June 2012
Skills
Investments, Asset Allocation, Wealth Management, Finance, Strategic Financial..., Portfolio Management, Investment Management, 401k, Retirement Planning, Financial Modeling, Alternative Investments, Financial Advisory, Asset Management, Valuation, Equities, Financial Analysis, Due Diligence, Series 65, Qualified Retirement..., Account Reconciliation, Asset Managment, Rebalancing, Performance Reporting, Series 7, Series 63, DCF, Series 24
Education
University of North Texas 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Pranay Nadkarni's TD Ameritrade Experience June 2011 - November 2012
Job Assistant Vice President Risk Operations at Ambac
Industry Financial Services
Experience
Ambac April 2013 - Present
ADP January 2013 - April 2013
TD Ameritrade June 2011 - November 2012
EmblemHealth June 2010 - November 2010
Medco July 2007 - November 2009
Skills
Microsoft Excel, Visio, SQL, Bloomberg, PowerPoint, Project Management, Business Analysis, Program Management, Data Analysis
Education
University of Pittsburgh 2003 — 2007
Bachelor of Science (BS), Business Administration
Ambac April 2013 - Present
ADP January 2013 - April 2013
TD Ameritrade June 2011 - November 2012
EmblemHealth June 2010 - November 2010
Medco July 2007 - November 2009
Skills
Microsoft Excel, Visio, SQL, Bloomberg, PowerPoint, Project Management, Business Analysis, Program Management, Data Analysis
Education
University of Pittsburgh 2003 — 2007
Bachelor of Science (BS), Business Administration
Paul Burris's TD Ameritrade Experience April 2009 - December 2009
Job Senior Regional Retirement Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2013 - Present
Fidelity Investments January 2011 - February 2013
Fidelity Investments January 2010 - December 2010
TD Ameritrade April 2009 - December 2009
Skills
Series 7, Series 63, Retirement Planning, Mutual Funds, Retirement, Asset Allocation, Investments, Strategic Financial..., Investment Strategies, 401k, series 66
Education
University of North Texas
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Fidelity Investments February 2013 - Present
Fidelity Investments January 2011 - February 2013
Fidelity Investments January 2010 - December 2010
TD Ameritrade April 2009 - December 2009
Skills
Series 7, Series 63, Retirement Planning, Mutual Funds, Retirement, Asset Allocation, Investments, Strategic Financial..., Investment Strategies, 401k, series 66
Education
University of North Texas
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
David Felser's TD Ameritrade Experience June 2001 - December 2003
Job Technical Specialist Storage Management OIT
Industry Information Technology and Services
Experience
NJ OIT June 2014 - Present
Emtec Inc. March 2014 - June 2014
Savvis, a CenturyLink company July 2009 - December 2013
CIBER June 2008 - July 2009
Ciber January 2006 - June 2008
Footstar August 2004 - January 2006
TD Ameritrade June 2001 - December 2003
Datek Online December 1999 - April 2001
Skills
Agile Methodologies, Business Analysis, SDLC, Linux, Active Directory, Cloud Computing, Business Intelligence, Data Center, Disaster Recovery, Enterprise Architecture, IT Operations, IT Service Management, IT Strategy, ITIL, Integration, Requirements Analysis, SharePoint, Solution Architecture, Windows Server, IT Management, Microsoft SQL Server, SQL, Software Development, Software Project..., Troubleshooting, Unix, Vendor Management, Visio
Education
University of Scranton 1993 — 1997
Bachelor's degree, International Business
NJ OIT June 2014 - Present
Emtec Inc. March 2014 - June 2014
Savvis, a CenturyLink company July 2009 - December 2013
CIBER June 2008 - July 2009
Ciber January 2006 - June 2008
Footstar August 2004 - January 2006
TD Ameritrade June 2001 - December 2003
Datek Online December 1999 - April 2001
Skills
Agile Methodologies, Business Analysis, SDLC, Linux, Active Directory, Cloud Computing, Business Intelligence, Data Center, Disaster Recovery, Enterprise Architecture, IT Operations, IT Service Management, IT Strategy, ITIL, Integration, Requirements Analysis, SharePoint, Solution Architecture, Windows Server, IT Management, Microsoft SQL Server, SQL, Software Development, Software Project..., Troubleshooting, Unix, Vendor Management, Visio
Education
University of Scranton 1993 — 1997
Bachelor's degree, International Business
Elizabeth Stieneke's TD Ameritrade Experience 2006 - 2012
Job Officer, Ops Manager lI, BancWest Investment Services
Industry Financial Services
Experience
BancWest Investment Services March 2012 - Present
TD Ameritrade 2006 - 2012
Skills
Financial Services, Series 7, Series 66, Series 24, Series 4, CRPC, Iowa Life and Health..., Nebraska Life and..., CISP, Series 63, Mutual Funds, Management, Securities, CRPS
Education
University of Northern Iowa 1988 — 1993
Bachelor of Arts (BA), Finance and Financial Management Services
BancWest Investment Services March 2012 - Present
TD Ameritrade 2006 - 2012
Skills
Financial Services, Series 7, Series 66, Series 24, Series 4, CRPC, Iowa Life and Health..., Nebraska Life and..., CISP, Series 63, Mutual Funds, Management, Securities, CRPS
Education
University of Northern Iowa 1988 — 1993
Bachelor of Arts (BA), Finance and Financial Management Services
Lisa R. Kerley, PHR's TD Ameritrade Experience May 2003 - May 2006
Job Providing all human resource functions for Seim Johnson, LLP relevant to the employee life cycle.
Industry Human Resources
Experience
Seim Johnson, LLP July 2011 - Present
TD Ameritrade Inc May 2006 - April 2011
TD Ameritrade May 2003 - May 2006
Skills
Employee Relations, Talent Acquisition, Recruiting, Performance Management, Training, Onboarding, Benefits Administration, HR Policies, Management, Talent Management, Deferred Compensation, HRIS, Employment Law
Education
University of Northern Iowa
Bachelorâs Degree, Communications/PR
Seim Johnson, LLP July 2011 - Present
TD Ameritrade Inc May 2006 - April 2011
TD Ameritrade May 2003 - May 2006
Skills
Employee Relations, Talent Acquisition, Recruiting, Performance Management, Training, Onboarding, Benefits Administration, HR Policies, Management, Talent Management, Deferred Compensation, HRIS, Employment Law
Education
University of Northern Iowa
Bachelorâs Degree, Communications/PR
Scott Benedetto's TD Ameritrade Experience November 2002 - April 2006
Job Financial Services Professional
Industry Financial Services
Experience
Self Employed April 2006 - Present
TD Ameritrade November 2002 - April 2006
Skills
Investments, Financial Analysis, Equities, Strategic Financial..., Mutual Funds, Retirement Planning, Portfolio Management, Banking, Wealth Management, Fixed Income, Credit, Series 7, Bloomberg, Financial Modeling, Securities
Education
University of Scranton 1990 — 1992
None, Economics/Finance
Self Employed April 2006 - Present
TD Ameritrade November 2002 - April 2006
Skills
Investments, Financial Analysis, Equities, Strategic Financial..., Mutual Funds, Retirement Planning, Portfolio Management, Banking, Wealth Management, Fixed Income, Credit, Series 7, Bloomberg, Financial Modeling, Securities
Education
University of Scranton 1990 — 1992
None, Economics/Finance
mathew ahmad's TD Ameritrade Experience January 2010 - Present
Job Financial Rep at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2010 - Present
Education
University of North Texas 2004 — 2009
bba, finance
TD Ameritrade January 2010 - Present
Education
University of North Texas 2004 — 2009
bba, finance
Wylder Smith's TD Ameritrade Experience November 2008 - October 2011
Job Territory Manager at Certiport
Industry E-Learning
Experience
Certiport October 2011 - Present
Utah Army National Guard May 2002 - Present
TD Ameritrade November 2008 - October 2011
S.R.S. Investments October 2006 - November 2008
Comcast March 1999 - October 2006
Skills
Salesforce.com, Sales Operations, Account Management, Public Speaking, Sales Management, Business Development, Networking, Management, Sales, Leadership, Team Building
Education
University of Phoenix 2003 — 2008
Bachelor's degree, Business, Management, Marketing, and Related Support Services, 3.5
Utah Valley University 2001 — 2003
Orem High School 1989 — 1992
Wasatch High School 1988 — 1989
Certiport October 2011 - Present
Utah Army National Guard May 2002 - Present
TD Ameritrade November 2008 - October 2011
S.R.S. Investments October 2006 - November 2008
Comcast March 1999 - October 2006
Skills
Salesforce.com, Sales Operations, Account Management, Public Speaking, Sales Management, Business Development, Networking, Management, Sales, Leadership, Team Building
Education
University of Phoenix 2003 — 2008
Bachelor's degree, Business, Management, Marketing, and Related Support Services, 3.5
Utah Valley University 2001 — 2003
Orem High School 1989 — 1992
Wasatch High School 1988 — 1989
Lalith Pati's TD Ameritrade Experience August 2011 - January 2012
Job a
Industry Computer Software
Experience
Lozier Corporation September 2012 - Present
McLane Company February 2012 - August 2012
TD Ameritrade August 2011 - January 2012
AMC Theatres November 2010 - July 2011
Gavilon Group, LLC July 2009 - October 2010
T. Rowe Price June 2008 - July 2009
Mercury Marine November 2006 - May 2008
National Pen August 2006 - October 2006
Capital One February 2005 - March 2006
Skills
Oracle Applications, Unix Shell Scripting, PL/SQL, Oracle Discoverer, Oracle Financials, Oracle E-Business Suite, Oracle Reports, Oracle SQL, Oracle 9i, Oracle, XML Publisher, BI Publisher, Toad, SQL, ERP, Requirements Analysis, Business Intelligence, Data Migration, Oracle HR, SDLC, Order Management
Education
University of Oklahoma 2002 — 2004
Master's degree, Computer Science
Vellore Institute of Technology 1997 — 2001
Bachelor's degree, Computer Science
Lozier Corporation September 2012 - Present
McLane Company February 2012 - August 2012
TD Ameritrade August 2011 - January 2012
AMC Theatres November 2010 - July 2011
Gavilon Group, LLC July 2009 - October 2010
T. Rowe Price June 2008 - July 2009
Mercury Marine November 2006 - May 2008
National Pen August 2006 - October 2006
Capital One February 2005 - March 2006
Skills
Oracle Applications, Unix Shell Scripting, PL/SQL, Oracle Discoverer, Oracle Financials, Oracle E-Business Suite, Oracle Reports, Oracle SQL, Oracle 9i, Oracle, XML Publisher, BI Publisher, Toad, SQL, ERP, Requirements Analysis, Business Intelligence, Data Migration, Oracle HR, SDLC, Order Management
Education
University of Oklahoma 2002 — 2004
Master's degree, Computer Science
Vellore Institute of Technology 1997 — 2001
Bachelor's degree, Computer Science
Brandon Faresich's TD Ameritrade Experience June 2013 - August 2013
Job Incoming Investment Banking Summer Analyst at Bank of America
Industry Financial Services
Experience
Club Coordination Council February 2014 - Present
Student International Business Council (SIBC) September 2013 - Present
Bank of America Merrill Lynch May 2015 - August 2015
Permira May 2014 - July 2014
TD Ameritrade June 2013 - August 2013
TD Ameritrade May 2012 - August 2012
Seton Hall Preparatory School September 2010 - May 2012
Skills
Investments, Equities, Competitive Analysis, Finance
Education
University of Notre Dame - Mendoza College of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance and Art History
Seton Hall Preparatory School 2008 — 2012
Club Coordination Council February 2014 - Present
Student International Business Council (SIBC) September 2013 - Present
Bank of America Merrill Lynch May 2015 - August 2015
Permira May 2014 - July 2014
TD Ameritrade June 2013 - August 2013
TD Ameritrade May 2012 - August 2012
Seton Hall Preparatory School September 2010 - May 2012
Skills
Investments, Equities, Competitive Analysis, Finance
Education
University of Notre Dame - Mendoza College of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance and Art History
Seton Hall Preparatory School 2008 — 2012
Onehiobhen Elimian's TD Ameritrade Experience November 2011 - Present
Job Registered Financial Representative at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade November 2011 - Present
TD Ameritrade Inc November 2011 - Present
Bank of America May 2011 - November 2011
Banana Republic January 2010 - January 2011
Victoria's Secret January 2009 - January 2010
Goodwin's Restaurant January 2007 - January 2009
Panera Bread January 2004 - January 2007
Skills
Banking, Finance, Financial Services, Leadership
Education
University of North Texas
Bachelor of Business, Finance
TD Ameritrade November 2011 - Present
TD Ameritrade Inc November 2011 - Present
Bank of America May 2011 - November 2011
Banana Republic January 2010 - January 2011
Victoria's Secret January 2009 - January 2010
Goodwin's Restaurant January 2007 - January 2009
Panera Bread January 2004 - January 2007
Skills
Banking, Finance, Financial Services, Leadership
Education
University of North Texas
Bachelor of Business, Finance
James Kauchak's TD Ameritrade Experience October 1993 - December 2006
Job N/A
Industry Financial Services
Patricia (Pat) Clem's TD Ameritrade Experience September 2013 - May 2014
Job Autopay & SSAP Administrative Assistant at MercedesBenz Financial Services USA LLC
Industry Accounting
Experience
Mercedes-Benz Financial Services USA LLC July 2014 - January 2015
TD Ameritrade September 2013 - May 2014
Transamerica September 2006 - July 2013
InvestorsBank December 1998 - June 2006
Nalco September 1993 - June 1995
Skills
Microsoft Excel, Microsoft Word, Accounts Payable, Microsoft Office, Accounting, QuickBooks, Customer Service, PowerPoint, SAP, ALFA, SourceHOV
Education
University of Phoenix 2008 — 2012
Bachelor's degree, Accounting
Mercedes-Benz Financial Services USA LLC July 2014 - January 2015
TD Ameritrade September 2013 - May 2014
Transamerica September 2006 - July 2013
InvestorsBank December 1998 - June 2006
Nalco September 1993 - June 1995
Skills
Microsoft Excel, Microsoft Word, Accounts Payable, Microsoft Office, Accounting, QuickBooks, Customer Service, PowerPoint, SAP, ALFA, SourceHOV
Education
University of Phoenix 2008 — 2012
Bachelor's degree, Accounting
Shasta Phillips's TD Ameritrade Experience December 2005 - Present
Job Tax Services Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade December 2005 - Present
Skills
Tax and Cost Basis..., Team Management, Online Brokerage, IRS regulations and..., Client Relations Skills, Lean Tools
Education
University of North Texas 1997 — 2001
Elementary Education and Teaching
TD Ameritrade December 2005 - Present
Skills
Tax and Cost Basis..., Team Management, Online Brokerage, IRS regulations and..., Client Relations Skills, Lean Tools
Education
University of North Texas 1997 — 2001
Elementary Education and Teaching
Mathew Ahmad's TD Ameritrade Experience January 2010 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2010 - Present
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Investments, Equities, Retirement Planning, Investment Strategies, Fixed Income, Options, ETFs, Series 65, Bonds, Finance
Education
University of North Texas
Bachelor of Business Administration (BBA), Finance, General
TD Ameritrade January 2010 - Present
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Investments, Equities, Retirement Planning, Investment Strategies, Fixed Income, Options, ETFs, Series 65, Bonds, Finance
Education
University of North Texas
Bachelor of Business Administration (BBA), Finance, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.