TD Ameritrade
Industry: Financial services company
DescriptionTD Ameritrade is a brokerage firm based in Omaha, Nebraska with major trading centers in Southlake, Texas and St Louis, Missouri. The letters TD are derived from Toronto-Dominion Bank, the largest shareholder. The company provides services for individuals and institutions that are investing online. Headquarters: Omaha, Nebraska, United States CEO: Tim Hockey (Oct 2016–) Owner: Toronto–Dominion Bank (42%) Subsidiaries: Thinkorswim, Scottrade, TD AMERITRADE IP Co Inc,
TD Ameritrade List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at TD Ameritrade. You can filter them based on skills, years of employment, job, education, department, and prior employment.
TD Ameritrade Salaries. You can even request information on how much does TD Ameritrade pay if you want to. Learn about salaries, pros and cons of working for TD Ameritrade directly from the past employees.
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5,092 TD Ameritrade employees in database. Find out everything there's to know about TD Ameritrade employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
TD Ameritrade Employees
Employee
Years
Job
Industry
Michelle Seidl Michelle Seidl's TD Ameritrade Experience December 2012 - Present
Job Sr Marketing Manager
Industry Financial Services
Experience
TD Ameritrade December 2012 - Present
TD Ameritrade January 2008 - December 2012
Skills
Market Research, Analytics, Direct Marketing, Segmentation, Data Analysis, Integrated Marketing, CRM, Portfolio Management
Education
Bellevue University 2006 — 2008
Business Administration
TD Ameritrade December 2012 - Present
TD Ameritrade January 2008 - December 2012
Skills
Market Research, Analytics, Direct Marketing, Segmentation, Data Analysis, Integrated Marketing, CRM, Portfolio Management
Education
Bellevue University 2006 — 2008
Business Administration
Sonja Jarmon-Sayers Sonja Jarmon-Sayers's TD Ameritrade Experience December 2014 - June 2015
Job Account Manager at Titan Medical
Industry Staffing and Recruiting
Experience
Titan Medical Group, LLC September 2015 - Present
Titan Medical Group, LLC June 2015 - Present
TD Ameritrade December 2014 - June 2015
Dex One January 2014 - December 2014
Omaha Steaks International March 2007 - February 2010
Netshops, Inc August 2006 - February 2007
QWEST COMMUNICATIONS CORP February 2002 - December 2004
PayPal April 2000 - February 2002
Central States Indemnity February 1997 - April 2000
Central States Indemnity February 1997 - April 2000
Skills
Project Management, Enter, Entret, Budgets, Retail, Management, Sales Management, Account Management, Marketing Strategy, Team Building, Microsoft Office, Public Speaking, Direct Sales, Call Centers, B2B, Sales Operations, Business Development, New Business Development, Marketing, Sales, Training, Customer Service, Customer Satisfaction, Leadership, Customer Retention, Telecommunications, Salesforce.com, Cold Calling, Customer Experience, Lead Generation, Hiring, Social Media Marketing, Online Marketing, Digital Marketing, Social Networking, Coaching, Sales Process, Microsoft Word, Process Improvement, Strategic Planning, Time Management, Employee Training, Team Leadership, Email Marketing, Outlook, Social Media, Teamwork, Communication, Windows, Recruiting
Education
Bellevue University 1990 — 1995
Communication and Women's studies
Bellevue University
Titan Medical Group, LLC September 2015 - Present
Titan Medical Group, LLC June 2015 - Present
TD Ameritrade December 2014 - June 2015
Dex One January 2014 - December 2014
Omaha Steaks International March 2007 - February 2010
Netshops, Inc August 2006 - February 2007
QWEST COMMUNICATIONS CORP February 2002 - December 2004
PayPal April 2000 - February 2002
Central States Indemnity February 1997 - April 2000
Central States Indemnity February 1997 - April 2000
Skills
Project Management, Enter, Entret, Budgets, Retail, Management, Sales Management, Account Management, Marketing Strategy, Team Building, Microsoft Office, Public Speaking, Direct Sales, Call Centers, B2B, Sales Operations, Business Development, New Business Development, Marketing, Sales, Training, Customer Service, Customer Satisfaction, Leadership, Customer Retention, Telecommunications, Salesforce.com, Cold Calling, Customer Experience, Lead Generation, Hiring, Social Media Marketing, Online Marketing, Digital Marketing, Social Networking, Coaching, Sales Process, Microsoft Word, Process Improvement, Strategic Planning, Time Management, Employee Training, Team Leadership, Email Marketing, Outlook, Social Media, Teamwork, Communication, Windows, Recruiting
Education
Bellevue University 1990 — 1995
Communication and Women's studies
Bellevue University
Travis Gleason CFP®'s TD Ameritrade Experience February 2006 - November 2011
Job Associate Wealth Partner at BGM TruNorth Wealth Partners
Industry Financial Services
Experience
BGM TruNorth Wealth Partners 2013 - Present
TruNorth Concierge Wealth Management November 2011 - January 2013
TD Ameritrade February 2006 - November 2011
Education
Bellevue University 2006 — 2011
Bachlor of Arts, Business Administration
BGM TruNorth Wealth Partners 2013 - Present
TruNorth Concierge Wealth Management November 2011 - January 2013
TD Ameritrade February 2006 - November 2011
Education
Bellevue University 2006 — 2011
Bachlor of Arts, Business Administration
Ken Luckinbill Ken Luckinbill's TD Ameritrade Experience October 1998 - March 2008
Job Director, Internal Audit
Industry Financial Services
Experience
Ladenburg Thalmann February 2015 - Present
Deeb Realty March 2013 - Present
Securities America July 2008 - January 2015
TD Ameritrade October 1998 - March 2008
Baker's Supermarkets 1988 - 1998
Skills
Series 7, Securities, Series 24, FINRA, Series 63, AML, Real Estate, Private Pilot, Instrument Rating, Series 66, Compliance, Risk, Enterprise Risk...
Education
Bellevue University 1999 — 2001
BS
Ladenburg Thalmann February 2015 - Present
Deeb Realty March 2013 - Present
Securities America July 2008 - January 2015
TD Ameritrade October 1998 - March 2008
Baker's Supermarkets 1988 - 1998
Skills
Series 7, Securities, Series 24, FINRA, Series 63, AML, Real Estate, Private Pilot, Instrument Rating, Series 66, Compliance, Risk, Enterprise Risk...
Education
Bellevue University 1999 — 2001
BS
John Rohrig John Rohrig's TD Ameritrade Experience December 2010 - October 2014
Job SBU Finance Manager at Mutual of Omaha Bank
Industry Financial Services
Experience
Mutual of Omaha Bank October 2014 - Present
TD Ameritrade December 2010 - October 2014
MSI Systems Integrators October 2007 - December 2010
Fiserv 2004 - 2005
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Process Improvement, Strategic Financial..., Accounting, Business Analysis, Risk Management, Analysis, Auditing, Forecasting, Investments, Business Intelligence, Bloomberg, Strategic Planning, Sarbanes-Oxley Act, Data Analysis, Finance, Project Management, Budgets
Education
Bellevue University 2007 — 2010
Master of Business Administration (M.B.A.), Finance & Accounting
University of Nebraska-Lincoln 2000 — 2004
BS, Finance
Burke
Mutual of Omaha Bank October 2014 - Present
TD Ameritrade December 2010 - October 2014
MSI Systems Integrators October 2007 - December 2010
Fiserv 2004 - 2005
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Process Improvement, Strategic Financial..., Accounting, Business Analysis, Risk Management, Analysis, Auditing, Forecasting, Investments, Business Intelligence, Bloomberg, Strategic Planning, Sarbanes-Oxley Act, Data Analysis, Finance, Project Management, Budgets
Education
Bellevue University 2007 — 2010
Master of Business Administration (M.B.A.), Finance & Accounting
University of Nebraska-Lincoln 2000 — 2004
BS, Finance
Burke
Alexander Karalnik Alexander Karalnik's TD Ameritrade Experience May 2011 - October 2012
Job TopTier Wholesale Distributor
Industry Financial Services
Experience
RLA Distribution Services, Corp July 2010 - Present
TD Ameritrade May 2011 - October 2012
TD Ameritrade September 2010 - May 2011
Do Denim 2007 - 2010
Morgan Stanley Smith Barney February 2006 - August 2008
UBS FINANCIAL SERVICES September 2004 - February 2006
American Home Mortgage May 2000 - September 2004
KPMG May 1999 - May 2000
Skills
Portfolio Management, Mergers & Acquisitions, Analytics, Financial Analysis, Fixed Income, Finance, Project Planning, Equities, Process Improvement, Banking, Analytical Skills, Financial Modeling, Investments, Cost & Needs Analysis, Securities, Risk Management, Valuation, Consulting, Qualitative &..., Plotting Business..., Complex & Multi-Tier..., Budget Management &..., Internal Restructurings..., Complex Problem Solving, Operational Leadership, Financial Forecasting &..., New Business Development, Mutual Funds, Asset Managment, Capital Markets, Due Diligence, Series 7, Strategic Negotiations..., Micro & Macro Economics, Microsoft Office, SQL, Peat Report, PeopleSoft Financial, Calipers, SAP Crystal Reports..., Hyperion Enterprise, Bloomberg, Thomson Reuters..., Federal Laws and..., Exports, Importation, Distribution Cycle, Supply Chain, Inventory Management, Customer Service
Education
Binghamton University 1995 — 1999
BS, Finance
OXFORD UNIVERSITY, Oxford U 1997 — 1997
International Finance and Economics
Long Island University 1994 — 1995
Finance
RLA Distribution Services, Corp July 2010 - Present
TD Ameritrade May 2011 - October 2012
TD Ameritrade September 2010 - May 2011
Do Denim 2007 - 2010
Morgan Stanley Smith Barney February 2006 - August 2008
UBS FINANCIAL SERVICES September 2004 - February 2006
American Home Mortgage May 2000 - September 2004
KPMG May 1999 - May 2000
Skills
Portfolio Management, Mergers & Acquisitions, Analytics, Financial Analysis, Fixed Income, Finance, Project Planning, Equities, Process Improvement, Banking, Analytical Skills, Financial Modeling, Investments, Cost & Needs Analysis, Securities, Risk Management, Valuation, Consulting, Qualitative &..., Plotting Business..., Complex & Multi-Tier..., Budget Management &..., Internal Restructurings..., Complex Problem Solving, Operational Leadership, Financial Forecasting &..., New Business Development, Mutual Funds, Asset Managment, Capital Markets, Due Diligence, Series 7, Strategic Negotiations..., Micro & Macro Economics, Microsoft Office, SQL, Peat Report, PeopleSoft Financial, Calipers, SAP Crystal Reports..., Hyperion Enterprise, Bloomberg, Thomson Reuters..., Federal Laws and..., Exports, Importation, Distribution Cycle, Supply Chain, Inventory Management, Customer Service
Education
Binghamton University 1995 — 1999
BS, Finance
OXFORD UNIVERSITY, Oxford U 1997 — 1997
International Finance and Economics
Long Island University 1994 — 1995
Finance
Shawn Penny Shawn Penny's TD Ameritrade Experience March 2010 - Present
Job Accounts Payable Coordinator at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade March 2010 - Present
Skills
Financial Analysis, Microsoft Office, Finance, Microsoft Word, Process Improvement, Analysis, Access, Accounting, Financial Accounting
Education
Bellevue University 2008 — 2010
Computer Programming/Programmer, General
University of Nebraska at Omaha 2003 — 2005
TD Ameritrade March 2010 - Present
Skills
Financial Analysis, Microsoft Office, Finance, Microsoft Word, Process Improvement, Analysis, Access, Accounting, Financial Accounting
Education
Bellevue University 2008 — 2010
Computer Programming/Programmer, General
University of Nebraska at Omaha 2003 — 2005
Rachel Bessey, MBA's TD Ameritrade Experience January 2008 - April 2014
Job Operations Analyst, Catholic Health Initiatives
Industry Hospital & Health Care
Experience
Catholic Health Initiatives July 2015 - Present
CHI Health April 2014 - July 2015
td ameritrade January 2008 - April 2014
Skills
Bloomberg, Equity Research, Portfolio Management, Mutual Funds, Equity Valuation, Financial Analysis, Trading, Investment Advisory, Asset Allocation
Education
Bellevue University 2007 — 2011
Master of Business Administration (MBA), Business/Finance
College of Saint Mary 2005 — 2007
Bachelor's degree, Business Leadership
Catholic Health Initiatives July 2015 - Present
CHI Health April 2014 - July 2015
td ameritrade January 2008 - April 2014
Skills
Bloomberg, Equity Research, Portfolio Management, Mutual Funds, Equity Valuation, Financial Analysis, Trading, Investment Advisory, Asset Allocation
Education
Bellevue University 2007 — 2011
Master of Business Administration (MBA), Business/Finance
College of Saint Mary 2005 — 2007
Bachelor's degree, Business Leadership
Shinnice Guydon Shinnice Guydon's TD Ameritrade Experience December 2014 - Present
Job Senior Specialist, Private Client Services at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade December 2014 - Present
TD Ameritrade November 2013 - Present
TD Ameritrade November 2009 - October 2013
TD Ameritrade January 2009 - May 2013
Skills
Young Professionals, Financial Services, Administrative..., Communication, Salesforce.com, Series 63, Investments, Sales, Securities, Customer Service, Leadership, Training
Education
Bellevue University
Bellevue University, Bachelors, Business Management
TD Ameritrade December 2014 - Present
TD Ameritrade November 2013 - Present
TD Ameritrade November 2009 - October 2013
TD Ameritrade January 2009 - May 2013
Skills
Young Professionals, Financial Services, Administrative..., Communication, Salesforce.com, Series 63, Investments, Sales, Securities, Customer Service, Leadership, Training
Education
Bellevue University
Bellevue University, Bachelors, Business Management
Kimberly Frison Kimberly Frison's TD Ameritrade Experience January 2010 - Present
Job Senior Operations Specialist at TD Ameritrade
Industry Financial Services
Experience
24 Hour Fitness March 2011 - Present
TD Ameritrade January 2010 - Present
Pioneer Investments October 2008 - January 2010
Omaha Public Schools January 2007 - October 2008
Skills
Series 7, Series 63, Project Management, Management, Equities, Team Building, Risk Management, Series 66, Corporate Training, Public Speaking, Microsoft Office, Leadership, Investments, Securities, Program Management, Portfolio Management, Mutual Funds, Financial Services, Customer Service, Series 24
Education
Creighton University 2008 — 2008
Creative Writing
University of Nebraska-Lincoln 2002 — 2003
Advertising
Bellevue University
Health and human performance
24 Hour Fitness March 2011 - Present
TD Ameritrade January 2010 - Present
Pioneer Investments October 2008 - January 2010
Omaha Public Schools January 2007 - October 2008
Skills
Series 7, Series 63, Project Management, Management, Equities, Team Building, Risk Management, Series 66, Corporate Training, Public Speaking, Microsoft Office, Leadership, Investments, Securities, Program Management, Portfolio Management, Mutual Funds, Financial Services, Customer Service, Series 24
Education
Creighton University 2008 — 2008
Creative Writing
University of Nebraska-Lincoln 2002 — 2003
Advertising
Bellevue University
Health and human performance
Seth Zocholl Seth Zocholl's TD Ameritrade Experience January 2015 - Present
Job Financial Services Representative at TD Ameritrade
Industry Marketing and Advertising
Experience
TD Ameritrade January 2015 - Present
Sandhills Publishing May 2011 - December 2014
Hy Vee March 2008 - October 2011
Skills
Sales, Customer Service, Customer Satisfaction, Account Management, Inventory Management, Retail Sales, Merchandising, Microsoft Office, Sales Management, Time Management, Marketing, Social Networking, Microsoft CRM, Social Media Marketing, Advertising
Education
Bellevue University 2013 — 2015
Bachelor's Degree, Business Administration, 3.2
Southeast Community College 2010 — 2013
Associate's Degree, Business Administration, 3.0
TD Ameritrade January 2015 - Present
Sandhills Publishing May 2011 - December 2014
Hy Vee March 2008 - October 2011
Skills
Sales, Customer Service, Customer Satisfaction, Account Management, Inventory Management, Retail Sales, Merchandising, Microsoft Office, Sales Management, Time Management, Marketing, Social Networking, Microsoft CRM, Social Media Marketing, Advertising
Education
Bellevue University 2013 — 2015
Bachelor's Degree, Business Administration, 3.2
Southeast Community College 2010 — 2013
Associate's Degree, Business Administration, 3.0
Amy Zeng's TD Ameritrade Experience June 2011 - June 2012
Job Sr Analyst at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional July 2014 - Present
TD Ameritrade Institutional June 2012 - July 2014
TD Ameritrade June 2011 - June 2012
John Hancock Financial Services June 2010 - August 2010
State Street May 2008 - August 2009
Margolis & Bloom January 2006 - January 2008
Skills
Microsoft Excel, Analysis, Strategy, Salesforce.com, Business Planning, SQL, Microsoft Powerpoint, Reporting Design &..., Data Analysis, Business Analysis, PowerPoint, Management, Analytics, Financial Modeling, Market Research, Access, Financial Analysis, Microsoft Office, Investments
Education
Boston University Questrom School of Business 2008 — 2011
BS, Business Administration, Concentration in Finance & Business Law
Bentley University 2008 — 2009
Finance
Boston Latin School 2004 — 2007
College Preparatory
TD Ameritrade Institutional July 2014 - Present
TD Ameritrade Institutional June 2012 - July 2014
TD Ameritrade June 2011 - June 2012
John Hancock Financial Services June 2010 - August 2010
State Street May 2008 - August 2009
Margolis & Bloom January 2006 - January 2008
Skills
Microsoft Excel, Analysis, Strategy, Salesforce.com, Business Planning, SQL, Microsoft Powerpoint, Reporting Design &..., Data Analysis, Business Analysis, PowerPoint, Management, Analytics, Financial Modeling, Market Research, Access, Financial Analysis, Microsoft Office, Investments
Education
Boston University Questrom School of Business 2008 — 2011
BS, Business Administration, Concentration in Finance & Business Law
Bentley University 2008 — 2009
Finance
Boston Latin School 2004 — 2007
College Preparatory
James L. Brown James L. Brown's TD Ameritrade Experience August 2007 - August 2008
Job Resolution Specialist
Industry Financial Services
Experience
Frost Bank January 2007 - Present
TD Ameritrade August 2007 - August 2008
Skills
Retail Banking, Customer Service, Financial Analysis, Microsoft Office, Account Management, Sales Operations, Client Relations Skills, Mac OS, Windows 7, Citrix, Lotus Notes, Ten Key, Call Centers, Cross Selling, Music Production, Audio Editing, Video Editing, Music Theory
Education
Berklee College of Music 2010 — 2013
Music Production in ProTools Certification, Music Technology
Berklee College of Music 2010 — 2013
Music Theory Specialist Certification, Music Theory and Composition, 3.89
Frost Bank January 2007 - Present
TD Ameritrade August 2007 - August 2008
Skills
Retail Banking, Customer Service, Financial Analysis, Microsoft Office, Account Management, Sales Operations, Client Relations Skills, Mac OS, Windows 7, Citrix, Lotus Notes, Ten Key, Call Centers, Cross Selling, Music Production, Audio Editing, Video Editing, Music Theory
Education
Berklee College of Music 2010 — 2013
Music Production in ProTools Certification, Music Technology
Berklee College of Music 2010 — 2013
Music Theory Specialist Certification, Music Theory and Composition, 3.89
Nicholas Eilers Nicholas Eilers's TD Ameritrade Experience January 2015 - Present
Job Investment Services
Industry Financial Services
Experience
TD Ameritrade January 2015 - Present
Sitel June 2014 - Present
International Consulting Group March 2014 - May 2014
West Interactive October 2011 - January 2013
Data Support Systems, Inc. September 2009 - August 2011
Skills
Requirements Analysis, SQL, Software Quality..., Business Analysis, Software Project..., Requirements Gathering, Test Automation, XML, Software Development, Systems Analysis, Quality Assurance, C#, Testing, Agile Methodologies, Software Documentation, User Acceptance Testing, Agile Project Management, SDLC, Microsoft SQL Server, Databases, Customer Service, Visio, Vendor Management, SharePoint, Integration, Process Improvement, Visual Studio, Troubleshooting
Education
Bellevue University
Bachelor, Business
Southeast Community College
Associate of Arts and Sciences (AAS), Business Administration and Management, General
TD Ameritrade January 2015 - Present
Sitel June 2014 - Present
International Consulting Group March 2014 - May 2014
West Interactive October 2011 - January 2013
Data Support Systems, Inc. September 2009 - August 2011
Skills
Requirements Analysis, SQL, Software Quality..., Business Analysis, Software Project..., Requirements Gathering, Test Automation, XML, Software Development, Systems Analysis, Quality Assurance, C#, Testing, Agile Methodologies, Software Documentation, User Acceptance Testing, Agile Project Management, SDLC, Microsoft SQL Server, Databases, Customer Service, Visio, Vendor Management, SharePoint, Integration, Process Improvement, Visual Studio, Troubleshooting
Education
Bellevue University
Bachelor, Business
Southeast Community College
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Nancy Boyd Nancy Boyd's TD Ameritrade Experience March 2000 - June 2004
Job Pharmacy Finance Manager at OHSU
Industry Insurance
Experience
OHSU January 2012 - Present
FamilyCare Health Plans July 2010 - January 2012
The Regence Group October 2004 - August 2010
TD Ameritrade March 2000 - June 2004
Central States Health & Life June 1999 - March 2000
ConAgra Frozen Foods October 1998 - June 1999
Sheppard's Business Interior February 1998 - October 1998
Education
Bellevue University 2000 — 2002
MBA, Finance
University of Nebraska at Omaha 1994 — 1998
BS, Finance
University of Nebraska, at Omaha 1993 — 1998
BS, Finance and Banking
OHSU January 2012 - Present
FamilyCare Health Plans July 2010 - January 2012
The Regence Group October 2004 - August 2010
TD Ameritrade March 2000 - June 2004
Central States Health & Life June 1999 - March 2000
ConAgra Frozen Foods October 1998 - June 1999
Sheppard's Business Interior February 1998 - October 1998
Education
Bellevue University 2000 — 2002
MBA, Finance
University of Nebraska at Omaha 1994 — 1998
BS, Finance
University of Nebraska, at Omaha 1993 — 1998
BS, Finance and Banking
Rachel Lepert Rachel Lepert's TD Ameritrade Experience December 2014 - Present
Job Assistant Team Manager at TD Ameritrade
Industry Investment Banking
Experience
TD Ameritrade December 2014 - Present
Bank of the West 2011 - December 2014
Bank of the West 2007 - 2011
Bank of the West 2005 - 2007
Commercial Federal Bank 2002 - 2005
Skills
Customer Service, Consumer Lending, Banking, Retail Banking, Loans, Credit, Cross Selling, Relationship Management, Risk Management, Sales, Operational Risk..., Management, Leadership
Education
Bellevue University 2011 — 2012
BS, Business
University of Phoenix 2009 — 2009
Associates of Arts, Financial Services
TD Ameritrade December 2014 - Present
Bank of the West 2011 - December 2014
Bank of the West 2007 - 2011
Bank of the West 2005 - 2007
Commercial Federal Bank 2002 - 2005
Skills
Customer Service, Consumer Lending, Banking, Retail Banking, Loans, Credit, Cross Selling, Relationship Management, Risk Management, Sales, Operational Risk..., Management, Leadership
Education
Bellevue University 2011 — 2012
BS, Business
University of Phoenix 2009 — 2009
Associates of Arts, Financial Services
Amy Motylewski, MBA's TD Ameritrade Experience October 2013 - Present
Job Analyst, Retirement Products at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2013 - Present
State Street June 2011 - October 2013
State Street October 2010 - June 2011
Iannella and Mummolo January 2010 - April 2010
Multi Chevrolet July 2005 - August 2009
Skills
Risk Management, Microsoft Office, Microsoft Excel, Visio, Adobe Acrobat, Private Equity, Finance, Competitive Analysis, Financial Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2011
Master of Business Administration (M.B.A.), Finance, General
Bentley University 2006 — 2010
Bachelor of Science, Finance
Vienna University of Economics and Business Administration
Study Abroad Program - Spring 2009
TD Ameritrade October 2013 - Present
State Street June 2011 - October 2013
State Street October 2010 - June 2011
Iannella and Mummolo January 2010 - April 2010
Multi Chevrolet July 2005 - August 2009
Skills
Risk Management, Microsoft Office, Microsoft Excel, Visio, Adobe Acrobat, Private Equity, Finance, Competitive Analysis, Financial Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2011
Master of Business Administration (M.B.A.), Finance, General
Bentley University 2006 — 2010
Bachelor of Science, Finance
Vienna University of Economics and Business Administration
Study Abroad Program - Spring 2009
Ryan Frady Ryan Frady's TD Ameritrade Experience July 2007 - April 2008
Job Contact Center Sales Floor Manager at Nebraska Furniture Mart
Industry Retail
Experience
Nebraska Furniture Mart November 2014 - Present
Nebraska Furniture Mart January 2014 - November 2014
West Corporation July 2013 - October 2013
West Corporation August 2012 - June 2013
No Frills Supermarkets August 2010 - September 2012
Nash Finch Company August 2010 - August 2012
Hy-Vee October 2008 - July 2010
Hy-Vee October 2008 - July 2010
TD Ameritrade Institutional July 2007 - April 2008
TD Ameritrade July 2007 - April 2008
Skills
I have experience from..., Loss Prevention, Retail, Inventory Management, Store Management, Customer Service, Merchandising, Shrinkage, Asset Protection, Organized Retail Crime, Inventory Control, Microsoft Office, Internal Investigations, Visual Merchandising, CCTV, Private Investigations, PowerPoint, Microsoft Excel, Microsoft Word, Exception Based..., Interrogation, Interviews, Sales, Management, Finance
Education
Bellevue University 2012 — 2014
MBA, Resource Management; Progress
Wayne State College 2002 — 2006
BS, Business Administration, Management
Nebraska Furniture Mart November 2014 - Present
Nebraska Furniture Mart January 2014 - November 2014
West Corporation July 2013 - October 2013
West Corporation August 2012 - June 2013
No Frills Supermarkets August 2010 - September 2012
Nash Finch Company August 2010 - August 2012
Hy-Vee October 2008 - July 2010
Hy-Vee October 2008 - July 2010
TD Ameritrade Institutional July 2007 - April 2008
TD Ameritrade July 2007 - April 2008
Skills
I have experience from..., Loss Prevention, Retail, Inventory Management, Store Management, Customer Service, Merchandising, Shrinkage, Asset Protection, Organized Retail Crime, Inventory Control, Microsoft Office, Internal Investigations, Visual Merchandising, CCTV, Private Investigations, PowerPoint, Microsoft Excel, Microsoft Word, Exception Based..., Interrogation, Interviews, Sales, Management, Finance
Education
Bellevue University 2012 — 2014
MBA, Resource Management; Progress
Wayne State College 2002 — 2006
BS, Business Administration, Management
Raventh Tatineni Raventh Tatineni's TD Ameritrade Experience August 2011 - May 2012
Job Sr. BPM Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2015 - Present
HSBC October 2014 - Present
COUNTRY Financial® April 2014 - September 2014
National City Bank June 2013 - March 2014
Prolifics June 2012 - June 2013
TD Ameritrade August 2011 - May 2012
SoftPath Technologies LLC February 2009 - September 2011
IBM June 2005 - March 2007
Patni Computers Pvt Ltd. September 2003 - May 2005
Skills
Websphere, ESB, SQL, BPEL, Java, JSP, JDBC, Servlets,..., AJAX, JSON, JQUERY, My Eclipse 6.1, RAD,..., JBoss Application Server, Java Enterprise Edition, SOA, Struts, JSP, Oracle, Servlets, XML, Eclipse, PL/SQL, IBM BPM, Business Process..., Dojo, Business Process, WebSphere Application..., Weblogic, Testing, Enterprise Architecture, JMS, SOAP, DB2, Solution Architecture, Hibernate, Middleware, Agile Methodologies, Requirements Analysis, ILOG, JUnit, WebSphere MQ, Design Patterns, BPMN, Scrum, Software Project..., Ant, WSDL, JDBC, JavaScript, AJAX, Integration, WebSphere
Education
Bharathidasan University 1999 — 2001
MS, Information Technology
Acharya Nagarjuna University 1996 — 1999
Bachelor of Science (BS), Computer Science
Wells Fargo August 2015 - Present
HSBC October 2014 - Present
COUNTRY Financial® April 2014 - September 2014
National City Bank June 2013 - March 2014
Prolifics June 2012 - June 2013
TD Ameritrade August 2011 - May 2012
SoftPath Technologies LLC February 2009 - September 2011
IBM June 2005 - March 2007
Patni Computers Pvt Ltd. September 2003 - May 2005
Skills
Websphere, ESB, SQL, BPEL, Java, JSP, JDBC, Servlets,..., AJAX, JSON, JQUERY, My Eclipse 6.1, RAD,..., JBoss Application Server, Java Enterprise Edition, SOA, Struts, JSP, Oracle, Servlets, XML, Eclipse, PL/SQL, IBM BPM, Business Process..., Dojo, Business Process, WebSphere Application..., Weblogic, Testing, Enterprise Architecture, JMS, SOAP, DB2, Solution Architecture, Hibernate, Middleware, Agile Methodologies, Requirements Analysis, ILOG, JUnit, WebSphere MQ, Design Patterns, BPMN, Scrum, Software Project..., Ant, WSDL, JDBC, JavaScript, AJAX, Integration, WebSphere
Education
Bharathidasan University 1999 — 2001
MS, Information Technology
Acharya Nagarjuna University 1996 — 1999
Bachelor of Science (BS), Computer Science
Sara Lemburg Sara Lemburg's TD Ameritrade Experience December 2003 - January 2005
Job Sales Rep at Nebraska Vet Services
Industry Information Technology and Services
Experience
Nebraska Vet Services June 2015 - Present
Bar 6 Inc May 1995 - Present
OrbitCom, Inc July 2007 - June 2015
Viaero Wireless February 2007 - July 2007
Faith Regional Health Services December 2005 - February 2007
Norfolk Fire Divison February 2005 - December 2005
TD Ameritrade December 2003 - January 2005
Skills
Human Resources, Interviews, Management, Recruiting, Training
Education
Bellevue University 2003 — 2004
Bachelor of Applied Science (BASc), Management of Human Resources, 3.9
Metropolitan Community College 2000 — 2003
Associate of Arts and Sciences (AAS), Microcomputer Office Professional, 3.8
Nebraska Vet Services June 2015 - Present
Bar 6 Inc May 1995 - Present
OrbitCom, Inc July 2007 - June 2015
Viaero Wireless February 2007 - July 2007
Faith Regional Health Services December 2005 - February 2007
Norfolk Fire Divison February 2005 - December 2005
TD Ameritrade December 2003 - January 2005
Skills
Human Resources, Interviews, Management, Recruiting, Training
Education
Bellevue University 2003 — 2004
Bachelor of Applied Science (BASc), Management of Human Resources, 3.9
Metropolitan Community College 2000 — 2003
Associate of Arts and Sciences (AAS), Microcomputer Office Professional, 3.8
Kendra Cordell Kendra Cordell's TD Ameritrade Experience July 2005 - April 2007
Job Shelter Advocate at Catholic Charities Phoenix House
Industry Consumer Services
Experience
Catholic Charities Phoenix House January 2013 - Present
Faces Day Spa December 2007 - Present
TD Ameritrade July 2005 - April 2007
Omnium Worldwide February 2005 - July 2005
Commercial Federal Bank 2001 - 2004
Skills
Analytical Skills, Human Relationship, Organizational Behavior, Administrative..., Coordination, Leadership, Call Center, Compliance, Customer Service, Customer Satisfaction
Education
Bellevue University 2011 — 2012
Bachelor of Applied Science (BASc), Behavioral Aspects of Health
Metropolitan Community College 2008 — 2010
Associate's degree, Pre-Nursing Studies
Catholic Charities Phoenix House January 2013 - Present
Faces Day Spa December 2007 - Present
TD Ameritrade July 2005 - April 2007
Omnium Worldwide February 2005 - July 2005
Commercial Federal Bank 2001 - 2004
Skills
Analytical Skills, Human Relationship, Organizational Behavior, Administrative..., Coordination, Leadership, Call Center, Compliance, Customer Service, Customer Satisfaction
Education
Bellevue University 2011 — 2012
Bachelor of Applied Science (BASc), Behavioral Aspects of Health
Metropolitan Community College 2008 — 2010
Associate's degree, Pre-Nursing Studies
Chad Rafferty CFP® CRPC® Chad Rafferty CFP® CRPC®'s TD Ameritrade Experience June 2008 - May 2011
Job Regional Sales Manager Ameriprise Financial Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2011 - Present
TD Ameritrade June 2008 - May 2011
Ameriprise Financial June 2006 - June 2008
Wells Fargo January 2003 - May 2006
Hitching Post Motorsports March 2002 - September 2002
Morgan Stanley January 2000 - October 2001
Skills
Strategic Financial..., Sales, Investments, Retirement Planning, Finance, Retirement, LinkedIn, Salesforce.com, Financial Planning, Series 7, Insurance, CFP®, Increasing Revenue, Client Acquisition, Sales Coach, Marketing Strategy, Execution of Business..., Public Speaking, Separately Managed..., Unified Managed Accounts, Client Acquisition..., Closed-end Funds, Structured Notes, Portfolio Management, Social Media, Microsoft Office, Series 66, Uniform Combined State..., Hockey, ATV, Racing
Education
Bethel University 1995 — 1999
Psychology, Business
Ameriprise Financial Services, Inc. May 2011 - Present
TD Ameritrade June 2008 - May 2011
Ameriprise Financial June 2006 - June 2008
Wells Fargo January 2003 - May 2006
Hitching Post Motorsports March 2002 - September 2002
Morgan Stanley January 2000 - October 2001
Skills
Strategic Financial..., Sales, Investments, Retirement Planning, Finance, Retirement, LinkedIn, Salesforce.com, Financial Planning, Series 7, Insurance, CFP®, Increasing Revenue, Client Acquisition, Sales Coach, Marketing Strategy, Execution of Business..., Public Speaking, Separately Managed..., Unified Managed Accounts, Client Acquisition..., Closed-end Funds, Structured Notes, Portfolio Management, Social Media, Microsoft Office, Series 66, Uniform Combined State..., Hockey, ATV, Racing
Education
Bethel University 1995 — 1999
Psychology, Business
John Milstead John Milstead's TD Ameritrade Experience September 2012 - June 2013
Job Sr. Card Operations Specialist at First National Bank of Omaha
Industry Financial Services
Experience
First National Bank of Omaha November 2014 - Present
Cabela's June 2014 - November 2014
Automated Systems Inc. - Insite Data Services June 2013 - May 2014
TD Ameritrade September 2012 - June 2013
Oriental Trading Company May 2012 - August 2012
Skills
Management, Project Management, Databases, Time Management, Security, Visio, Information Security, Risk Management, Microsoft Word, Microsoft Excel, Banking, Credit Card Operations
Education
Bellevue University
Bachelor of Science (B.S.), Management
First National Bank of Omaha November 2014 - Present
Cabela's June 2014 - November 2014
Automated Systems Inc. - Insite Data Services June 2013 - May 2014
TD Ameritrade September 2012 - June 2013
Oriental Trading Company May 2012 - August 2012
Skills
Management, Project Management, Databases, Time Management, Security, Visio, Information Security, Risk Management, Microsoft Word, Microsoft Excel, Banking, Credit Card Operations
Education
Bellevue University
Bachelor of Science (B.S.), Management
Jonathan Gredy, CRPC's TD Ameritrade Experience November 2013 - Present
Job Director, Retail Lean at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade November 2013 - Present
TD Ameritrade July 2013 - November 2013
TD Ameritrade January 2013 - July 2013
TD Ameritrade March 2012 - January 2013
TD Ameritrade November 2009 - April 2012
TD Ameritrade May 2008 - November 2009
TD Ameritrade October 2007 - April 2008
TD Ameritrade January 2006 - October 2007
TD Ameritrade January 2005 - January 2006
TD Ameritrade January 2004 - January 2005
Skills
Series 24, Series 7, Series 63, Uniform Combined State..., FINRA, Securities, Wealth Management, Investment Advisory, Investments, Retirement Planning, Options, Equities, Portfolio Management, Financial Services, Trading, Lean Transformation, Lean Operations, Lean IT, Lean Tools, Lean Management, Lean Startup, Lean Thinking, series 66, CRM, Team Leadership, Leadership, Management, Business Analysis, Relationship Management, Business Development, Process Improvement
Education
Bellevue University 2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Indiana Wesleyan University 2000 — 2003
Political Science and Government
TD Ameritrade November 2013 - Present
TD Ameritrade July 2013 - November 2013
TD Ameritrade January 2013 - July 2013
TD Ameritrade March 2012 - January 2013
TD Ameritrade November 2009 - April 2012
TD Ameritrade May 2008 - November 2009
TD Ameritrade October 2007 - April 2008
TD Ameritrade January 2006 - October 2007
TD Ameritrade January 2005 - January 2006
TD Ameritrade January 2004 - January 2005
Skills
Series 24, Series 7, Series 63, Uniform Combined State..., FINRA, Securities, Wealth Management, Investment Advisory, Investments, Retirement Planning, Options, Equities, Portfolio Management, Financial Services, Trading, Lean Transformation, Lean Operations, Lean IT, Lean Tools, Lean Management, Lean Startup, Lean Thinking, series 66, CRM, Team Leadership, Leadership, Management, Business Analysis, Relationship Management, Business Development, Process Improvement
Education
Bellevue University 2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Indiana Wesleyan University 2000 — 2003
Political Science and Government
Liza Kelly Liza Kelly's TD Ameritrade Experience April 2012 - Present
Job Program Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2012 - Present
TD Ameritrade August 2006 - April 2012
Physicians Mutual March 2004 - August 2006
DTN Information Services July 2002 - February 2004
Skills
Recruiting, Business Planning, Administrative..., Management, Time Management, Budgets, Risk Management, Insurance, Vendor Management, CRM, Interviews, Team Building, Business Analysis, Market Research, Finance, Process Improvement, Sales, Strategy, Program Management, Project Management, Strategic Planning, Coaching, Executive Management, Cross-functional Team..., Accounting, Customer Service, Change Management
Education
Bellevue University 1997 — 1999
BS, Marketing Management
Northeast Community College 1994 — 1996
Associates, Marketing & Management
TD Ameritrade April 2012 - Present
TD Ameritrade August 2006 - April 2012
Physicians Mutual March 2004 - August 2006
DTN Information Services July 2002 - February 2004
Skills
Recruiting, Business Planning, Administrative..., Management, Time Management, Budgets, Risk Management, Insurance, Vendor Management, CRM, Interviews, Team Building, Business Analysis, Market Research, Finance, Process Improvement, Sales, Strategy, Program Management, Project Management, Strategic Planning, Coaching, Executive Management, Cross-functional Team..., Accounting, Customer Service, Change Management
Education
Bellevue University 1997 — 1999
BS, Marketing Management
Northeast Community College 1994 — 1996
Associates, Marketing & Management
Nate Louderback Nate Louderback's TD Ameritrade Experience 2004 - 2006
Job Client and Regulatory Inquiry Analyst III at Securities America, Inc. Member SIPC
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC April 2007 - August 2011
Woodmen of the World 2006 - 2006
TD Ameritrade 2004 - 2006
Skills
FINRA, Mutual Funds, Securities, Series 7, Series 63, Series 24, series 4, Series 53, Series 66
Education
Bellevue University 2007 — 2009
MBA, Business
New York University 2002 — 2003
M.A., Politics
Creighton University 1998 — 2002
B.A., Political Science
Plattsmouth High School 1994 — 1998
Securities America, Inc. Member FINRA/SIPC April 2007 - August 2011
Woodmen of the World 2006 - 2006
TD Ameritrade 2004 - 2006
Skills
FINRA, Mutual Funds, Securities, Series 7, Series 63, Series 24, series 4, Series 53, Series 66
Education
Bellevue University 2007 — 2009
MBA, Business
New York University 2002 — 2003
M.A., Politics
Creighton University 1998 — 2002
B.A., Political Science
Plattsmouth High School 1994 — 1998
Robert Gass Robert Gass's TD Ameritrade Experience 2014 - 2015
Job Certified ScrumMaster and Agile Coach
Industry Financial Services
Experience
TD Ameritrade 2014 - 2015
Morgan Stanley Wealth Management 2005 - 2014
Morgan Stanley Wealth Management 1999 - 2005
Skills
IT Strategy, Agile Methodologies, Scrum, Wealth Management, Financial Services, Capital Markets, Equities, Software Project..., Fixed Income, Business Communication, Program Delivery..., Risk Management, Vendor Management, SDLC, Trading Systems, Securities, Electronic Trading, Services Architecture, Messaging archtecture, Order entry, routing..., High volume transaction..., Web Services, CICS Web Services, Business Analysis, CICS, Equity Derivatives, Enterprise Architecture
Education
Binghamton University
Bachelor of Arts (BA)
New York University
Certificate, Object Oriented Programming
TD Ameritrade 2014 - 2015
Morgan Stanley Wealth Management 2005 - 2014
Morgan Stanley Wealth Management 1999 - 2005
Skills
IT Strategy, Agile Methodologies, Scrum, Wealth Management, Financial Services, Capital Markets, Equities, Software Project..., Fixed Income, Business Communication, Program Delivery..., Risk Management, Vendor Management, SDLC, Trading Systems, Securities, Electronic Trading, Services Architecture, Messaging archtecture, Order entry, routing..., High volume transaction..., Web Services, CICS Web Services, Business Analysis, CICS, Equity Derivatives, Enterprise Architecture
Education
Binghamton University
Bachelor of Arts (BA)
New York University
Certificate, Object Oriented Programming
Kosi Sokpa's TD Ameritrade Experience November 2007 - February 2009
Job Web Developer at University of Nebraska Computing Services Network
Industry Information Technology and Services
Experience
University of Nebraska Compurting Services Network July 2010 - Present
University of Nebraska Computing Services Network June 2010 - Present
21st Century System Inc May 2009 - October 2009
TD Ameritrade November 2007 - February 2009
TD Ameritrade January 2007 - November 2007
Skills
.NET, Project Management, Java, JavaScript, Bootstrap, Sitecore, Object Oriented Design, PHP, Microsoft SQL Server, Oracle, Microsoft Office, SharePoint, Agile Project Management, Scrum
Education
University of Nebraska at Omaha 2011 — 2014
Master's degree, Management Information Systems / Information Assurance
Bellevue University 2001 — 2006
Bachelor's degree, Computer and Information Systems Security, 3.2
University of Nebraska Compurting Services Network July 2010 - Present
University of Nebraska Computing Services Network June 2010 - Present
21st Century System Inc May 2009 - October 2009
TD Ameritrade November 2007 - February 2009
TD Ameritrade January 2007 - November 2007
Skills
.NET, Project Management, Java, JavaScript, Bootstrap, Sitecore, Object Oriented Design, PHP, Microsoft SQL Server, Oracle, Microsoft Office, SharePoint, Agile Project Management, Scrum
Education
University of Nebraska at Omaha 2011 — 2014
Master's degree, Management Information Systems / Information Assurance
Bellevue University 2001 — 2006
Bachelor's degree, Computer and Information Systems Security, 3.2
Terra Storms Terra Storms's TD Ameritrade Experience July 2011 - November 2011
Job Associate Information Systems Engineer
Industry Information Technology and Services
Experience
ACI Worldwide January 2014 - Present
ACI Worldwide May 2012 - December 2013
TD Ameritrade July 2011 - November 2011
EMC Corporation February 2007 - January 2010
Skills
Databases, Access, PeopleSoft, Business Analysis, Customer Service, Microsoft Excel, Process Improvement, System Administration, Visio, SharePoint, Microsoft Office, Vendor Management, Salesforce.com, Administrative..., Management, Administrative...
Education
Bellevue University 2009 — 2011
MPA, Public Administration
University of Nebraska at Omaha 1994 — 2006
BA, International Business
ACI Worldwide January 2014 - Present
ACI Worldwide May 2012 - December 2013
TD Ameritrade July 2011 - November 2011
EMC Corporation February 2007 - January 2010
Skills
Databases, Access, PeopleSoft, Business Analysis, Customer Service, Microsoft Excel, Process Improvement, System Administration, Visio, SharePoint, Microsoft Office, Vendor Management, Salesforce.com, Administrative..., Management, Administrative...
Education
Bellevue University 2009 — 2011
MPA, Public Administration
University of Nebraska at Omaha 1994 — 2006
BA, International Business
Lori Dixon Lori Dixon's TD Ameritrade Experience May 1998 - July 2001
Job Agency Owner at Allstate Insurance
Industry Financial Services
Experience
Allstate Insurance February 2010 - Present
First American Payment Systems July 2001 - October 2009
TD Ameritrade May 1998 - July 2001
The Lund Company August 1996 - May 1998
ITI Marketing October 1991 - May 1997
Skills
Call Center, Insurance, Sales Management, Account Management, Risk Management, Series 63, Term Life Insurance, Health Insurance, Employee Benefits, Property & Casualty..., Universal Life, IRAs, Customer Service, Life Insurance, Fixed Annuities, Homeowners, Commercial Insurance, Series 7, Process Improvement
Education
Bellevue University
MBA
Creighton University 1992 — 1996
BSBA, Accounting
Creighton University 1992 — 1996
Business Administration
Allstate Insurance February 2010 - Present
First American Payment Systems July 2001 - October 2009
TD Ameritrade May 1998 - July 2001
The Lund Company August 1996 - May 1998
ITI Marketing October 1991 - May 1997
Skills
Call Center, Insurance, Sales Management, Account Management, Risk Management, Series 63, Term Life Insurance, Health Insurance, Employee Benefits, Property & Casualty..., Universal Life, IRAs, Customer Service, Life Insurance, Fixed Annuities, Homeowners, Commercial Insurance, Series 7, Process Improvement
Education
Bellevue University
MBA
Creighton University 1992 — 1996
BSBA, Accounting
Creighton University 1992 — 1996
Business Administration
Wayne D. Wilson, MAcc Wayne D. Wilson, MAcc's TD Ameritrade Experience July 2005 - May 2006
Job Accountant
Industry Accounting
Experience
Robert Half May 2015 - Present
Aramark October 2013 - April 2015
H & R Block January 2010 - April 2014
Nissan North America November 2010 - July 2011
Wilson Financial July 2008 - November 2010
Colliers International November 2007 - July 2008
UBS April 2007 - November 2007
TD Ameritrade July 2005 - May 2006
Stifel Nicolaus September 2003 - July 2005
Prudential Securities February 2000 - September 2003
Skills
Financial Analysis, Accounting, Accounts Payable, QuickBooks, Accounts Receivable, Investments, Personal Tax Planning, Microsoft Office, Financial Statements, Auditing, Bookkeeping, Variance Analysis, Portfolio Performance..., Purchase Orders, Small Business Tax, Fixed Assets, Tax Preparation, Oracle Discoverer, Business Process Mapping, Vlookup, MS Excel Pivot Tables, Microsoft Excel, Mas 90, Microsoft Dynamics
Education
Belmont University - Jack C. Massey Graduate School of Business 2007 — 2008
MACC, Accounting
College for Financial Planning 2002 — 2003
Certificate in Financial Planning, Investments and Securities
University of North Alabama 1994 — 1996
B.S., Finance, 3.3 GPA
Montgomery College 1991 — 1993
Accounting, 3.9 GPA
Robert Half May 2015 - Present
Aramark October 2013 - April 2015
H & R Block January 2010 - April 2014
Nissan North America November 2010 - July 2011
Wilson Financial July 2008 - November 2010
Colliers International November 2007 - July 2008
UBS April 2007 - November 2007
TD Ameritrade July 2005 - May 2006
Stifel Nicolaus September 2003 - July 2005
Prudential Securities February 2000 - September 2003
Skills
Financial Analysis, Accounting, Accounts Payable, QuickBooks, Accounts Receivable, Investments, Personal Tax Planning, Microsoft Office, Financial Statements, Auditing, Bookkeeping, Variance Analysis, Portfolio Performance..., Purchase Orders, Small Business Tax, Fixed Assets, Tax Preparation, Oracle Discoverer, Business Process Mapping, Vlookup, MS Excel Pivot Tables, Microsoft Excel, Mas 90, Microsoft Dynamics
Education
Belmont University - Jack C. Massey Graduate School of Business 2007 — 2008
MACC, Accounting
College for Financial Planning 2002 — 2003
Certificate in Financial Planning, Investments and Securities
University of North Alabama 1994 — 1996
B.S., Finance, 3.3 GPA
Montgomery College 1991 — 1993
Accounting, 3.9 GPA
Sheena Wheeler's TD Ameritrade Experience November 2014 - Present
Job Learning & Development Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade November 2014 - Present
TD Ameritrade December 2013 - November 2014
TD Ameritrade June 2011 - December 2013
TD Ameritrade May 2010 - June 2011
TD Ameritrade March 2008 - April 2010
Skills
Coaching, Onboarding, Customer Service, Process Improvement, Call Centers, Series 63, Microsoft Excel, Supervisory Skills, Project Coordination, Series 7, Access, Strategic Communications, Creative Strategy, Employee Training, Risk Management, Strategy, Community Involvement, Business Networking, Professional Networking, Training & Development, Ethical Decision Making, Program Management, InDesign, Financial Services, Management, Leadership, Securities
Education
Bellevue University 2014 — 2019
Doctor of Philosophy (Ph.D.), Human Capital Management
Bellevue University 2010 — 2012
Masters, Organizational Performance, 3.8
Bellevue University 2008 — 2010
Bachelors, Business, 4.0
Metro Community College 2002 — 2005
Associates, Professional Studies
Norfolk Senior High 1999 — 2002
High School, Diploma
TD Ameritrade November 2014 - Present
TD Ameritrade December 2013 - November 2014
TD Ameritrade June 2011 - December 2013
TD Ameritrade May 2010 - June 2011
TD Ameritrade March 2008 - April 2010
Skills
Coaching, Onboarding, Customer Service, Process Improvement, Call Centers, Series 63, Microsoft Excel, Supervisory Skills, Project Coordination, Series 7, Access, Strategic Communications, Creative Strategy, Employee Training, Risk Management, Strategy, Community Involvement, Business Networking, Professional Networking, Training & Development, Ethical Decision Making, Program Management, InDesign, Financial Services, Management, Leadership, Securities
Education
Bellevue University 2014 — 2019
Doctor of Philosophy (Ph.D.), Human Capital Management
Bellevue University 2010 — 2012
Masters, Organizational Performance, 3.8
Bellevue University 2008 — 2010
Bachelors, Business, 4.0
Metro Community College 2002 — 2005
Associates, Professional Studies
Norfolk Senior High 1999 — 2002
High School, Diploma
Rhea Barfield's TD Ameritrade Experience June 2007 - June 2008
Job Sales and Marketing Specialist at VersaLogic Corporation
Industry Computer Hardware
Experience
VersaLogic Corporation September 2014 - Present
Aequitas Capital Management March 2014 - September 2014
Holiday Retirement 2013 - 2014
Randstad Sourceright US July 2013 - September 2013
Kforce February 2013 - May 2013
Douglas County Department of Corrections June 2008 - February 2013
TD Ameritrade June 2007 - June 2008
Skills
Management..., Public Relations, Microsoft Office, Operations Coordination, Administrative..., Administrative Staffing, Administrative..., Organizational..., Independent Projects, Independent Thinking, Microsoft Excel, PowerPoint, Outlook, Customer Service, Consultant Care, Time Management, Cpr Certified, Teamwork, Marketing, Onboarding, Payroll, Networking, Data Entry, Accounts Payable, Policy, Customer Satisfaction, Interviews, Staffing Services, Cold Calling, Training, Human Resources, CRM, Negotiation, Invoicing, Team Building, PeopleSoft, Social Networking, Salesforce.com, Temporary Placement, Business Development, Employee Training, Team Leadership
Education
Bellevue University 2011 — 2014
Bachelors Degree, Business Administration and Management
Metropolitan Community College
Associates Degree, Criminal Justice/Management
VersaLogic Corporation September 2014 - Present
Aequitas Capital Management March 2014 - September 2014
Holiday Retirement 2013 - 2014
Randstad Sourceright US July 2013 - September 2013
Kforce February 2013 - May 2013
Douglas County Department of Corrections June 2008 - February 2013
TD Ameritrade June 2007 - June 2008
Skills
Management..., Public Relations, Microsoft Office, Operations Coordination, Administrative..., Administrative Staffing, Administrative..., Organizational..., Independent Projects, Independent Thinking, Microsoft Excel, PowerPoint, Outlook, Customer Service, Consultant Care, Time Management, Cpr Certified, Teamwork, Marketing, Onboarding, Payroll, Networking, Data Entry, Accounts Payable, Policy, Customer Satisfaction, Interviews, Staffing Services, Cold Calling, Training, Human Resources, CRM, Negotiation, Invoicing, Team Building, PeopleSoft, Social Networking, Salesforce.com, Temporary Placement, Business Development, Employee Training, Team Leadership
Education
Bellevue University 2011 — 2014
Bachelors Degree, Business Administration and Management
Metropolitan Community College
Associates Degree, Criminal Justice/Management
Joginder Singh Pattar's TD Ameritrade Experience January 2009 - May 2009
Job Business Intelligence Developer / Owner of Best Homes LLC
Industry Human Resources
Experience
Mutual of Omaha February 2014 - Present
The Home Depot November 2001 - Present
Best Homes LLC July 1996 - Present
Singh Investments July 1996 - Present
Mutual of Omaha March 2009 - February 2014
Mutual of Omaha March 2009 - May 2009
TD Ameritrade January 2009 - May 2009
First Data Corporation June 2005 - January 2009
The Home Depot December 2001 - November 2008
TD Ameritrade 2008 - 2008
Skills
Compensation, Competitive Analysis, Staff Retention, PeopleSoft, Payroll, Analytics, Crystal Reports, VBA, Punjabi, Hindi, Urdu..., Hindi, Commission, ADP Payroll, Long Term Business..., Six Sigma, Lean Management, Cross-functional Team..., International..., Sales Management, Building World Class..., Cross-cultural Teams, Deferred Compensation, Social Networking, LinkedIn, Project Management, Strategic Planning, Applicant Tracking..., Talent Acquisition, Access, Management, Customer Satisfaction, Training, Analysis, Process Improvement, Visio, Time Management, Strategy, Leadership, Human Resources, Recruiting, Coaching, Business Analysis, Program Management, Forecasting, Data Analysis, Call Centers, Integration, Sales, Performance Management, Employee Relations, Vendor Management
Education
Bellevue University 1992 — 1996
BSC, Business and Computer Informations Systems
Guru Nanak Dev University 1984 — 1984
MA, Economics
Guru Nanak Dev University
BA, Economice, Politcal sci, Punjabi
MGSM College
BA, Economics, Political Sc. English
Mutual of Omaha February 2014 - Present
The Home Depot November 2001 - Present
Best Homes LLC July 1996 - Present
Singh Investments July 1996 - Present
Mutual of Omaha March 2009 - February 2014
Mutual of Omaha March 2009 - May 2009
TD Ameritrade January 2009 - May 2009
First Data Corporation June 2005 - January 2009
The Home Depot December 2001 - November 2008
TD Ameritrade 2008 - 2008
Skills
Compensation, Competitive Analysis, Staff Retention, PeopleSoft, Payroll, Analytics, Crystal Reports, VBA, Punjabi, Hindi, Urdu..., Hindi, Commission, ADP Payroll, Long Term Business..., Six Sigma, Lean Management, Cross-functional Team..., International..., Sales Management, Building World Class..., Cross-cultural Teams, Deferred Compensation, Social Networking, LinkedIn, Project Management, Strategic Planning, Applicant Tracking..., Talent Acquisition, Access, Management, Customer Satisfaction, Training, Analysis, Process Improvement, Visio, Time Management, Strategy, Leadership, Human Resources, Recruiting, Coaching, Business Analysis, Program Management, Forecasting, Data Analysis, Call Centers, Integration, Sales, Performance Management, Employee Relations, Vendor Management
Education
Bellevue University 1992 — 1996
BSC, Business and Computer Informations Systems
Guru Nanak Dev University 1984 — 1984
MA, Economics
Guru Nanak Dev University
BA, Economice, Politcal sci, Punjabi
MGSM College
BA, Economics, Political Sc. English
Michelle Greenwood Michelle Greenwood's TD Ameritrade Experience March 2015 - Present
Job HR Shared Service LOA Support at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade March 2015 - Present
TD Ameritrade December 2012 - March 2015
TDAmeritrade May 2008 - November 2012
TD Ameritrade January 2008 - April 2008
Skills
Microsoft Excel, Customer Service, Microsoft Word, PeopleSoft, Call Centers, Human Resources, Call Center, Team Leadership, HRIS, Recruiting, Management, Risk Management, Deferred Compensation, Retail, Series 7, Employee Benefits, Series 63, Series 24, FINRA, Uniform Combined State..., Financial Services, Wealth Management, Retirement Planning
Education
Bellevue University 2015 — 2016
Master's Degree, Human Resources Strategic Management
University of Nebraska at Omaha 2004 — 2008
Business Administration and Management, General
University of Nebraska-Lincoln 2003 — 2004
Business Administration and Management
TD Ameritrade March 2015 - Present
TD Ameritrade December 2012 - March 2015
TDAmeritrade May 2008 - November 2012
TD Ameritrade January 2008 - April 2008
Skills
Microsoft Excel, Customer Service, Microsoft Word, PeopleSoft, Call Centers, Human Resources, Call Center, Team Leadership, HRIS, Recruiting, Management, Risk Management, Deferred Compensation, Retail, Series 7, Employee Benefits, Series 63, Series 24, FINRA, Uniform Combined State..., Financial Services, Wealth Management, Retirement Planning
Education
Bellevue University 2015 — 2016
Master's Degree, Human Resources Strategic Management
University of Nebraska at Omaha 2004 — 2008
Business Administration and Management, General
University of Nebraska-Lincoln 2003 — 2004
Business Administration and Management
David B. Lanzillo's TD Ameritrade Experience June 1996 - May 2007
Job Associate Financial Advisor at Robbins Farley, LLC
Industry Financial Services
Experience
Robbins Farley, LLC December 2013 - Present
Edward Jones 2012 - 2013
John Hancock Life Insurance Company (U.S.A.) November 2007 - November 2011
TD Ameritrade June 1996 - May 2007
Education
Bentley College 1992 — 1996
Bachelor's degree, Accounting and Finance
Wilmington High School
Wilmington High School
Robbins Farley, LLC December 2013 - Present
Edward Jones 2012 - 2013
John Hancock Life Insurance Company (U.S.A.) November 2007 - November 2011
TD Ameritrade June 1996 - May 2007
Education
Bentley College 1992 — 1996
Bachelor's degree, Accounting and Finance
Wilmington High School
Wilmington High School
Sarah Flegel Sarah Flegel's TD Ameritrade Experience November 2009 - February 2012
Job Trade Support Analyst at Securities America, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Applied Underwriters April 2015 - Present
Securities America, Inc. Member FINRA/SIPC July 2013 - July 2014
Securities America, Inc. Member FINRA/SIPC August 2013 - March 2014
Mutual of Omaha September 2012 - June 2013
TD Ameritrade November 2009 - February 2012
TD Ameritrade 2009 - 2012
The Nebraska Medical Center April 2009 - September 2009
Saint Elizabeth Regional Medical Center August 2008 - February 2009
Bryan LGH Medical Center October 2006 - July 2008
Bryan LGH Medical Center January 2004 - February 2005
Skills
Healthcare, Sales, Customer Service, Project Management, Leadership, Management, Series 7, Investments, Insurance, Strategic Planning, Financial Services, Microsoft Excel, Securities, Process Improvement
Education
Bellevue University 2011 — 2012
Bachelor of Science, Business
Southeast Community College 2004 — 2006
Associate of Applied Science Degree, Nursing
Applied Underwriters April 2015 - Present
Securities America, Inc. Member FINRA/SIPC July 2013 - July 2014
Securities America, Inc. Member FINRA/SIPC August 2013 - March 2014
Mutual of Omaha September 2012 - June 2013
TD Ameritrade November 2009 - February 2012
TD Ameritrade 2009 - 2012
The Nebraska Medical Center April 2009 - September 2009
Saint Elizabeth Regional Medical Center August 2008 - February 2009
Bryan LGH Medical Center October 2006 - July 2008
Bryan LGH Medical Center January 2004 - February 2005
Skills
Healthcare, Sales, Customer Service, Project Management, Leadership, Management, Series 7, Investments, Insurance, Strategic Planning, Financial Services, Microsoft Excel, Securities, Process Improvement
Education
Bellevue University 2011 — 2012
Bachelor of Science, Business
Southeast Community College 2004 — 2006
Associate of Applied Science Degree, Nursing
Heather Hersey's TD Ameritrade Experience September 2014 - January 2015
Job Wealth Planning and Investment Consultant, Private Client Account Executive, Relationship Management
Industry Financial Services
Experience
Citizens Financial Group, Inc. May 2015 - Present
TD Ameritrade September 2014 - January 2015
Fidelity Investments May 2007 - July 2013
Fidelity Investments May 1998 - October 2002
Merrill Lynch October 1996 - May 1998
Skills
Lifestyle, Microsoft Office, Wellness, Customer Service, Public Speaking, Healthcare, Stress, Pain Management, Fitness, Relaxation, Healing, Treatment, Coaching, Personal Development, Wellness Coaching, Sales, Social Media, Teaching, Management
Education
Bentley University 1998 — 2008
Bachelor of Science (BS), Business/Managerial Economics
Spa Tech Institute-Ipswich 2002 — 2004
Board Certified Polarity Practitioner, Licensed Massage Therapist, Foods, Nutrition, and Wellness Studies, General
Citizens Financial Group, Inc. May 2015 - Present
TD Ameritrade September 2014 - January 2015
Fidelity Investments May 2007 - July 2013
Fidelity Investments May 1998 - October 2002
Merrill Lynch October 1996 - May 1998
Skills
Lifestyle, Microsoft Office, Wellness, Customer Service, Public Speaking, Healthcare, Stress, Pain Management, Fitness, Relaxation, Healing, Treatment, Coaching, Personal Development, Wellness Coaching, Sales, Social Media, Teaching, Management
Education
Bentley University 1998 — 2008
Bachelor of Science (BS), Business/Managerial Economics
Spa Tech Institute-Ipswich 2002 — 2004
Board Certified Polarity Practitioner, Licensed Massage Therapist, Foods, Nutrition, and Wellness Studies, General
Mitchell Meyer Mitchell Meyer's TD Ameritrade Experience October 2015 - Present
Job Medical Air Transport Dispatch
Industry Aviation & Aerospace
Experience
TD Ameritrade October 2015 - Present
Air Methods March 2014 - Present
Mail Order Comics 2008 - 2014
Grisanti's June 2006 - September 2008
Skills
Microsoft Excel, Microsoft Word, PowerPoint, RMS, QuickBooks, Magento, Account Management, Operations Management, Team Management, Purchasing, Accounts Receivable, Accounts Payable, Payroll Taxes, Quarterly Taxes, Sales & Use Tax, Retail Displays, Retail, Customer Service, Sales, Payroll, Marketing, Advertising, Management, Microsoft Office, Time Management, Leadership
Education
Bellevue University 2015 — 2017
Bachelor of Applied Science (BASc), Computer Software Engineering
University of Nebraska at Omaha 2003 — 2007
English Language and Literature/Letters
TD Ameritrade October 2015 - Present
Air Methods March 2014 - Present
Mail Order Comics 2008 - 2014
Grisanti's June 2006 - September 2008
Skills
Microsoft Excel, Microsoft Word, PowerPoint, RMS, QuickBooks, Magento, Account Management, Operations Management, Team Management, Purchasing, Accounts Receivable, Accounts Payable, Payroll Taxes, Quarterly Taxes, Sales & Use Tax, Retail Displays, Retail, Customer Service, Sales, Payroll, Marketing, Advertising, Management, Microsoft Office, Time Management, Leadership
Education
Bellevue University 2015 — 2017
Bachelor of Applied Science (BASc), Computer Software Engineering
University of Nebraska at Omaha 2003 — 2007
English Language and Literature/Letters
Maryanne (Maryanne Truman) Weinstine Maryanne (Maryanne Truman) Weinstine's TD Ameritrade Experience January 2006 - December 2012
Job Quality Assurance Manager
Industry Information Technology and Services
Experience
Kiewit January 2015 - Present
Kiewit August 2013 - Present
TEKsystems January 2013 - August 2013
TD Ameritrade January 2006 - December 2012
TD Ameritrade January 1999 - January 2006
Norwest Bank Nebraska January 1995 - January 1999
Skills
Waterfall, Software Quality..., SDLC, Requirements Analysis, Testing, Release Management, Software Development, Quality Assurance, Change Management, Process Improvement, Requirements Gathering, Program Management, PMO, SQL, Management, Business Process, Visio, Software Documentation, Regression Testing, Business Analysis, Quality Center, Software Project..., PMP, Agile Methodologies, Integration, Business Requirements, Vendor Management, System Deployment, Project Portfolio..., SharePoint, User Acceptance Testing
Education
Bellevue University
Pima Community College 1980 — 1982
Metropolitan Community College
Metro Community College
Point Loma Nazarene College
Kiewit January 2015 - Present
Kiewit August 2013 - Present
TEKsystems January 2013 - August 2013
TD Ameritrade January 2006 - December 2012
TD Ameritrade January 1999 - January 2006
Norwest Bank Nebraska January 1995 - January 1999
Skills
Waterfall, Software Quality..., SDLC, Requirements Analysis, Testing, Release Management, Software Development, Quality Assurance, Change Management, Process Improvement, Requirements Gathering, Program Management, PMO, SQL, Management, Business Process, Visio, Software Documentation, Regression Testing, Business Analysis, Quality Center, Software Project..., PMP, Agile Methodologies, Integration, Business Requirements, Vendor Management, System Deployment, Project Portfolio..., SharePoint, User Acceptance Testing
Education
Bellevue University
Pima Community College 1980 — 1982
Metropolitan Community College
Metro Community College
Point Loma Nazarene College
Jon Dreith Jon Dreith's TD Ameritrade Experience June 1996 - January 2001
Job Senior V.P. / Director of Operations at REMS Group
Industry Financial Services
Experience
REMS Group May 2002 - Present
TD Ameritrade June 1996 - January 2001
Skills
Asset Managment, Asset Management, Equities, Portfolio Management, Investments, Series 7, Capital Markets
Education
Bellevue University
BS, Business Management
REMS Group May 2002 - Present
TD Ameritrade June 1996 - January 2001
Skills
Asset Managment, Asset Management, Equities, Portfolio Management, Investments, Series 7, Capital Markets
Education
Bellevue University
BS, Business Management
Lisa Savich Lisa Savich's TD Ameritrade Experience December 2011 - Present
Job Change Management at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade December 2011 - Present
TD Ameritrade May 1999 - May 2015
Skills
Incident Management, ITIL, IT Operations, IT Service Management, Visio, Business Analysis, Change Management, BMC Remedy, Process Improvement, Call Centers, Problem Management, IT Strategy, ITIL Certified, Troubleshooting, Infrastructure, Technical Support, ITIL v3 Foundations..., SharePoint, Service Management, Information Technology, ITIL Intermediate, ITIL OSA, ITIL RCV, ITIL SOA, Enterprise Architecture, Financial Services, Integration, Requirements Analysis
Education
Bellevue University
Bachelor of Science (BS), Business Administration and Technical Studies
TD Ameritrade December 2011 - Present
TD Ameritrade May 1999 - May 2015
Skills
Incident Management, ITIL, IT Operations, IT Service Management, Visio, Business Analysis, Change Management, BMC Remedy, Process Improvement, Call Centers, Problem Management, IT Strategy, ITIL Certified, Troubleshooting, Infrastructure, Technical Support, ITIL v3 Foundations..., SharePoint, Service Management, Information Technology, ITIL Intermediate, ITIL OSA, ITIL RCV, ITIL SOA, Enterprise Architecture, Financial Services, Integration, Requirements Analysis
Education
Bellevue University
Bachelor of Science (BS), Business Administration and Technical Studies
Shiela McGuffey Shiela McGuffey's TD Ameritrade Experience 1999 - 2009
Job Business / Process Analyst at Starwood Hotels & Resorts Worldwide, Inc.
Industry Information Technology and Services
Experience
Starwood Hotels & Resorts Worldwide, Inc. 2012 - Present
Blue Cross and Blue Shield of Nebraska July 2012 - October 2012
Oriental Trading Company March 2011 - June 2012
Client Resources, Inc. April 2010 - March 2011
Oriental Trading Company 2010 - 2010
Client Resources, Inc. August 2009 - December 2009
TD Ameritrade 1999 - 2009
Skills
Business Analysis, SDLC, Requirements Gathering
Education
Bellevue University 2007 — 2010
Corporate Communication
Starwood Hotels & Resorts Worldwide, Inc. 2012 - Present
Blue Cross and Blue Shield of Nebraska July 2012 - October 2012
Oriental Trading Company March 2011 - June 2012
Client Resources, Inc. April 2010 - March 2011
Oriental Trading Company 2010 - 2010
Client Resources, Inc. August 2009 - December 2009
TD Ameritrade 1999 - 2009
Skills
Business Analysis, SDLC, Requirements Gathering
Education
Bellevue University 2007 — 2010
Corporate Communication
Jordan Bradley's TD Ameritrade Experience November 2004 - March 2006
Job Law Enforcement
Industry Law Enforcement
Experience
Dodge County Sheriff's Office May 2012 - Present
PayPal October 2008 - May 2012
Douglas County Sheriff's Office January 2008 - August 2008
Scheels All Sports January 2007 - December 2007
Complete Music May 2001 - December 2007
Focus Solutions March 2006 - December 2006
TD Ameritrade November 2004 - March 2006
Skills
Firearms, Athletic Training, People Management, Conflict Resolution, Customer Service, Account Management, Compliance, Policy, Analysis, Management, Enforcement, Security, Analytics, Fraud, Law Enforcement, Emergency Management, Investigation, Team Building, Public Safety, Training, Leadership, Criminal Justice, Public Speaking, Police, Criminal Investigations, Crime Prevention, Risk Management
Education
Bellevue University 2009 — 2010
B.S., Criminal Justice
Dodge County Sheriff's Office May 2012 - Present
PayPal October 2008 - May 2012
Douglas County Sheriff's Office January 2008 - August 2008
Scheels All Sports January 2007 - December 2007
Complete Music May 2001 - December 2007
Focus Solutions March 2006 - December 2006
TD Ameritrade November 2004 - March 2006
Skills
Firearms, Athletic Training, People Management, Conflict Resolution, Customer Service, Account Management, Compliance, Policy, Analysis, Management, Enforcement, Security, Analytics, Fraud, Law Enforcement, Emergency Management, Investigation, Team Building, Public Safety, Training, Leadership, Criminal Justice, Public Speaking, Police, Criminal Investigations, Crime Prevention, Risk Management
Education
Bellevue University 2009 — 2010
B.S., Criminal Justice
Julie (Julie Jones) Tabor's TD Ameritrade Experience June 2010 - May 2013
Job IT and Financial Sourcer at ASB Resources
Industry Human Resources
Experience
ASB Resources June 2015 - Present
Amplus Funding April 2015 - Present
Quality Floorz May 2014 - August 2015
PayPal March 2013 - March 2014
TD Ameritrade June 2010 - May 2013
Omaha National Title and Escrow July 2009 - August 2010
PayPal April 2008 - November 2008
Altra, Inc. May 2007 - February 2008
Skills
Onboarding, Talent Acquisition, HRIS, College Recruiting, Employee Relations, Applicant Tracking..., HR Policies, Interviews, Human Resources, Temporary Staffing, Screening, Hiring, New Hire Orientations, Benefits Administration, Deferred Compensation, Employee Benefits
Education
Bellevue University 2005 — 2008
BS, Business Administration
University of Nebraska at Omaha 2002 — 2007
ASB Resources June 2015 - Present
Amplus Funding April 2015 - Present
Quality Floorz May 2014 - August 2015
PayPal March 2013 - March 2014
TD Ameritrade June 2010 - May 2013
Omaha National Title and Escrow July 2009 - August 2010
PayPal April 2008 - November 2008
Altra, Inc. May 2007 - February 2008
Skills
Onboarding, Talent Acquisition, HRIS, College Recruiting, Employee Relations, Applicant Tracking..., HR Policies, Interviews, Human Resources, Temporary Staffing, Screening, Hiring, New Hire Orientations, Benefits Administration, Deferred Compensation, Employee Benefits
Education
Bellevue University 2005 — 2008
BS, Business Administration
University of Nebraska at Omaha 2002 — 2007
Sandi McGuire Sandi McGuire's TD Ameritrade Experience April 2009 - Present
Job Project Management
Industry Financial Services
Experience
TD Ameritrade April 2009 - Present
ConAgra Foods September 2000 - April 2009
ConAgra 2000 - April 2009
US West Dex 1996 - 2000
Bass & Associates, Inc. 1996 - 1996
Werner Enterprises, Inc. 1995 - 1996
Education
Bellevue University 1987 — 1996
TD Ameritrade April 2009 - Present
ConAgra Foods September 2000 - April 2009
ConAgra 2000 - April 2009
US West Dex 1996 - 2000
Bass & Associates, Inc. 1996 - 1996
Werner Enterprises, Inc. 1995 - 1996
Education
Bellevue University 1987 — 1996
Tony Ellsworth's TD Ameritrade Experience October 1996 - October 2001
Job project manager
Industry Information Technology and Services
Experience
First Data Corporation September 2014 - Present
AT&T April 2012 - September 2014
U.S. Air Force Weather Agency June 2009 - March 2011
GiftCertificates.com October 2001 - May 2004
TD Ameritrade October 1996 - October 2001
Skills
Vendor Management, Telecommunications, Business Strategy, Marketing Strategy, Financial Reporting, Project Management, Customer Service, Account Management, Start-ups, Data Center, Sales, Strategy, Management, SharePoint, Training, Business Process, Marketing, B2B, Team Leadership, Process Improvement, Visio, Team Building, Leadership, Call Centers, Business Planning, Coaching, Customer Satisfaction, New Business Development, Entrepreneurship, Leadership Development, Direct Sales, Finance, Performance Management, Business Analysis, Microsoft Office, Microsoft Excel, Change Management, Team Management, Product Management, Outlook, Windows, PowerPoint, Business Intelligence, Business Development, Operations Management, Strategic Planning, Risk Management
Education
Bellevue University 2009 — 2013
Master of Business Administration (MBA), Business and MIS, 3.95
Bellevue University 1991 — 1995
Bachelor of Science Business Admin, Marketing
First Data Corporation September 2014 - Present
AT&T April 2012 - September 2014
U.S. Air Force Weather Agency June 2009 - March 2011
GiftCertificates.com October 2001 - May 2004
TD Ameritrade October 1996 - October 2001
Skills
Vendor Management, Telecommunications, Business Strategy, Marketing Strategy, Financial Reporting, Project Management, Customer Service, Account Management, Start-ups, Data Center, Sales, Strategy, Management, SharePoint, Training, Business Process, Marketing, B2B, Team Leadership, Process Improvement, Visio, Team Building, Leadership, Call Centers, Business Planning, Coaching, Customer Satisfaction, New Business Development, Entrepreneurship, Leadership Development, Direct Sales, Finance, Performance Management, Business Analysis, Microsoft Office, Microsoft Excel, Change Management, Team Management, Product Management, Outlook, Windows, PowerPoint, Business Intelligence, Business Development, Operations Management, Strategic Planning, Risk Management
Education
Bellevue University 2009 — 2013
Master of Business Administration (MBA), Business and MIS, 3.95
Bellevue University 1991 — 1995
Bachelor of Science Business Admin, Marketing
Nate Stammer Nate Stammer's TD Ameritrade Experience October 2014 - Present
Job Senior Windows Engineer at TD Ameritrade
Industry Professional Training & Coaching
Experience
TD Ameritrade October 2014 - Present
1Staff Training & Development October 2010 - Present
Streck 2002 - 2010
Travel and Transport 1997 - 2002
Skills
A+ Certified, Terminal Services, Virtualization, Hyper-V, Active Directory, Dell Computers, Windows Server, VDI, Citrix, Microsoft Exchange, Windows, Disaster Recovery, Instructor-led Training, Virtual Machine Manager, Office 365, Writing, IIS, Certificate Services, Microsoft Technologies, Microsoft Certified..., Training, Security, Cloud Computing, Windows 7, Microsoft Certified..., Servers, MCITP, 2008 R2, MCSA, Group Policy, CompTIA, Microsoft Certified..., MCT, VMware, SCCM, DNS, SCOM, Networking, Infrastructure, Powershell, Microsoft Servers
Education
Bellevue University 2001 — 2003
Bachelor of Science, Business Information Systems
University of Nebraska at Omaha
TD Ameritrade October 2014 - Present
1Staff Training & Development October 2010 - Present
Streck 2002 - 2010
Travel and Transport 1997 - 2002
Skills
A+ Certified, Terminal Services, Virtualization, Hyper-V, Active Directory, Dell Computers, Windows Server, VDI, Citrix, Microsoft Exchange, Windows, Disaster Recovery, Instructor-led Training, Virtual Machine Manager, Office 365, Writing, IIS, Certificate Services, Microsoft Technologies, Microsoft Certified..., Training, Security, Cloud Computing, Windows 7, Microsoft Certified..., Servers, MCITP, 2008 R2, MCSA, Group Policy, CompTIA, Microsoft Certified..., MCT, VMware, SCCM, DNS, SCOM, Networking, Infrastructure, Powershell, Microsoft Servers
Education
Bellevue University 2001 — 2003
Bachelor of Science, Business Information Systems
University of Nebraska at Omaha
Paul Carnahan Paul Carnahan's TD Ameritrade Experience June 2008 - September 2008
Job V.P. Innovative Technology Services Operations at PSCU
Industry Information Technology and Services
Experience
PSCU July 2012 - Present
Infogroup July 2009 - September 2012
InfoUSA.com May 2009 - July 2009
Salesgenie.com October 2008 - April 2009
TD Ameritrade June 2008 - September 2008
Computer Consulting Group, Inc. August 2003 - May 2008
The Kalos Group, Inc/Computer Consulting Group, Inc. January 1994 - August 2003
Werner Enterprises March 1988 - December 1991
Skills
Scrum, Project Management, Change Management, Product Development, Product Management, Integration, Business Process, Agile Methodologies, SDLC, Business Intelligence, Data Warehousing, Business Analysis, Vendor Management, Software Development, Software Project..., Visio, Enterprise Architecture, Program Management, SaaS, Enterprise Software, Outsourcing, Requirements Analysis, Oracle, SOA, Management, Telecommunications, Databases, CRM, Business Development, Strategy, Data Center, Analytics, Microsoft SQL Server, ERP, E-commerce
Education
Bellevue University 2010 — 2014
Working On MBA, Finance, Marketing
Northern Michigan University 1978 — 1983
B.S., Data Processing/Computer Science
PSCU July 2012 - Present
Infogroup July 2009 - September 2012
InfoUSA.com May 2009 - July 2009
Salesgenie.com October 2008 - April 2009
TD Ameritrade June 2008 - September 2008
Computer Consulting Group, Inc. August 2003 - May 2008
The Kalos Group, Inc/Computer Consulting Group, Inc. January 1994 - August 2003
Werner Enterprises March 1988 - December 1991
Skills
Scrum, Project Management, Change Management, Product Development, Product Management, Integration, Business Process, Agile Methodologies, SDLC, Business Intelligence, Data Warehousing, Business Analysis, Vendor Management, Software Development, Software Project..., Visio, Enterprise Architecture, Program Management, SaaS, Enterprise Software, Outsourcing, Requirements Analysis, Oracle, SOA, Management, Telecommunications, Databases, CRM, Business Development, Strategy, Data Center, Analytics, Microsoft SQL Server, ERP, E-commerce
Education
Bellevue University 2010 — 2014
Working On MBA, Finance, Marketing
Northern Michigan University 1978 — 1983
B.S., Data Processing/Computer Science
Sreevidya Chembra Sreevidya Chembra's TD Ameritrade Experience October 2009 - Present
Job SCM Analyst at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2009 - Present
Wipro September 2004 - January 2009
Skills
Tortoise SVN, Software Configuration..., SDLC, Build and Release..., Jenkins, Software Deployment, ClearCase, Agile Methodologies, Unix, JavaScript, Eclipse, Ant, Maven, Perl, HTML, Microsoft SQL Server, Clearcase Multisite, Raional ClearQuest, Puppet, Ruby, DevOps, JBoss Application Server, WebLogic, WebSphere, Tomcat, TIBCO, Apache, Wombat, SharePoint, JIRA, BMC Remedy Ticketing...
Education
Birla Institute of Technology 2005 — 2007
Master's degree, Computer Software Engineering
Bharathiar University
Bachelor's degree, Computer Science
TD Ameritrade October 2009 - Present
Wipro September 2004 - January 2009
Skills
Tortoise SVN, Software Configuration..., SDLC, Build and Release..., Jenkins, Software Deployment, ClearCase, Agile Methodologies, Unix, JavaScript, Eclipse, Ant, Maven, Perl, HTML, Microsoft SQL Server, Clearcase Multisite, Raional ClearQuest, Puppet, Ruby, DevOps, JBoss Application Server, WebLogic, WebSphere, Tomcat, TIBCO, Apache, Wombat, SharePoint, JIRA, BMC Remedy Ticketing...
Education
Birla Institute of Technology 2005 — 2007
Master's degree, Computer Software Engineering
Bharathiar University
Bachelor's degree, Computer Science
Julie Hamilton, M.A. Julie Hamilton, M.A.'s TD Ameritrade Experience 2007 - 2009
Job Manager, Graduate Admissions at Bellevue University
Industry Higher Education
Experience
Bellevue University October 2012 - Present
Bellevue University 2010 - 2012
TD Ameritrade 2007 - 2009
Southwestern Company 2003 - 2005
Skills
Higher Education, Public Speaking, Recruiting, Human Resources, Coaching, Leadership, Training, Staff Development, Resume Writing, Career Counseling, Adult Education, Career Development, Teaching, E-Learning, Curriculum Design, Strategic Planning, Microsoft OneNote, OneNote
Education
Bellevue University 2010 — 2013
Master of Arts in Managerial Communication, Concentration in Human Resources
University of Nebraska at Omaha 2004 — 2007
BGS, Speech Communication
Nebraska Wesleyan University 2002 — 2004
Bellevue University October 2012 - Present
Bellevue University 2010 - 2012
TD Ameritrade 2007 - 2009
Southwestern Company 2003 - 2005
Skills
Higher Education, Public Speaking, Recruiting, Human Resources, Coaching, Leadership, Training, Staff Development, Resume Writing, Career Counseling, Adult Education, Career Development, Teaching, E-Learning, Curriculum Design, Strategic Planning, Microsoft OneNote, OneNote
Education
Bellevue University 2010 — 2013
Master of Arts in Managerial Communication, Concentration in Human Resources
University of Nebraska at Omaha 2004 — 2007
BGS, Speech Communication
Nebraska Wesleyan University 2002 — 2004
Eric Bratvold Eric Bratvold's TD Ameritrade Experience March 2006 - June 2008
Job Portfolio Manager at Stillwater Investment Management
Industry Investment Management
Experience
Stillwater Investment Management June 2008 - Present
TD Ameritrade March 2006 - June 2008
TD Ameritrade November 1998 - March 2006
Education
Bemidji State University 1987 — 1991
Bachelor of Science, Marketing
Stillwater Investment Management June 2008 - Present
TD Ameritrade March 2006 - June 2008
TD Ameritrade November 1998 - March 2006
Education
Bemidji State University 1987 — 1991
Bachelor of Science, Marketing
Elyse Smith's TD Ameritrade Experience February 2013 - Present
Job Senior Manager Advisor Relations at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade February 2013 - Present
TD Ameritrade Institutional October 2012 - Present
TD Ameritrade Institutional May 2012 - November 2012
TD Ameritrade July 2010 - May 2012
TD Ameritrade June 2007 - June 2010
Pershing Advisor Solutions November 2006 - June 2007
Skills
401k
Education
Binghamton University 2001 — 2005
BA, Psychology
TD Ameritrade February 2013 - Present
TD Ameritrade Institutional October 2012 - Present
TD Ameritrade Institutional May 2012 - November 2012
TD Ameritrade July 2010 - May 2012
TD Ameritrade June 2007 - June 2010
Pershing Advisor Solutions November 2006 - June 2007
Skills
401k
Education
Binghamton University 2001 — 2005
BA, Psychology
Patrick Smith, MSAPM, MBA, CRPC Patrick Smith, MSAPM, MBA, CRPC's TD Ameritrade Experience January 2011 - Present
Job Program Manager Trader Marketing
Industry Financial Services
Experience
TD Ameritrade January 2011 - Present
Securities America, Inc. Member FINRA/SIPC January 2006 - February 2008
Skills
Equities, Financial Services, Derivatives, Series 7, Wealth Management, Retirement Planning, Investments, Series 63, Strategic Financial..., Sales, Portfolio Management, Investment Advisory, Securities, Mutual Funds, FINRA, Asset Allocation, Financial Analysis, Risk Management, Finance, Options, Trading, Corporate Finance, Capital Markets, ETFs, Financial Advisory, Asset Management, Retirement, Series 65, Economics, 401k, Wealth, Financial Modeling, Fixed Annuities, IRAs, Life Insurance, Insurance, Options Strategies, Hedging, Stocks, Electronic Trading, Trading Strategies, Equity Derivatives, Technical Analysis, Investment Management, Disability Insurance, Bonds, Long-term Care, Equity Trading, Valuation, Estate Planning
Education
Creighton University 2009 — 2013
Master of Business Administration (MBA), Financial Services, 3.5
Creighton University 2009 — 2013
Master of Science (MS), Securities Analysis and Portfolio Management, 3.5
Bellevue University 2000 — 2004
BS-Marketing Management, Business
TD Ameritrade January 2011 - Present
Securities America, Inc. Member FINRA/SIPC January 2006 - February 2008
Skills
Equities, Financial Services, Derivatives, Series 7, Wealth Management, Retirement Planning, Investments, Series 63, Strategic Financial..., Sales, Portfolio Management, Investment Advisory, Securities, Mutual Funds, FINRA, Asset Allocation, Financial Analysis, Risk Management, Finance, Options, Trading, Corporate Finance, Capital Markets, ETFs, Financial Advisory, Asset Management, Retirement, Series 65, Economics, 401k, Wealth, Financial Modeling, Fixed Annuities, IRAs, Life Insurance, Insurance, Options Strategies, Hedging, Stocks, Electronic Trading, Trading Strategies, Equity Derivatives, Technical Analysis, Investment Management, Disability Insurance, Bonds, Long-term Care, Equity Trading, Valuation, Estate Planning
Education
Creighton University 2009 — 2013
Master of Business Administration (MBA), Financial Services, 3.5
Creighton University 2009 — 2013
Master of Science (MS), Securities Analysis and Portfolio Management, 3.5
Bellevue University 2000 — 2004
BS-Marketing Management, Business
Yves Delma Yves Delma's TD Ameritrade Experience August 2014 - Present
Job Rep Client Account Services at TD Ameritrade
Industry Investment Management
Experience
TD Ameritrade August 2014 - Present
TD Ameritrade September 2013 - July 2014
Bellevue University September 2012 - May 2013
Celtel Burkina March 2008 - November 2008
BRAKINA September 2003 - February 2008
BRAKINA February 1999 - September 2003
Skills
Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Inventory Management, Account Management, Data Analysis, Financial Accounting, Cost Accounting, Billing Services, Budget Forecasts, Sales Administration, QuickBooks, Access, Administration, Budgets
Education
Bellevue University 2012 — 2013
Bachelor of Applied Science (B.A.Sc.), Accounting and Related Services
Savanah Technical College 2010 — 2011
Associate of Arts and Sciences (AAS), Accounting
HETEC Burkina 2004 — 2006
Bachelor's degree, Marketing Management
TD Ameritrade August 2014 - Present
TD Ameritrade September 2013 - July 2014
Bellevue University September 2012 - May 2013
Celtel Burkina March 2008 - November 2008
BRAKINA September 2003 - February 2008
BRAKINA February 1999 - September 2003
Skills
Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Inventory Management, Account Management, Data Analysis, Financial Accounting, Cost Accounting, Billing Services, Budget Forecasts, Sales Administration, QuickBooks, Access, Administration, Budgets
Education
Bellevue University 2012 — 2013
Bachelor of Applied Science (B.A.Sc.), Accounting and Related Services
Savanah Technical College 2010 — 2011
Associate of Arts and Sciences (AAS), Accounting
HETEC Burkina 2004 — 2006
Bachelor's degree, Marketing Management
Mary Filkins's TD Ameritrade Experience August 1999 - Present
Job QA Manager at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade August 1999 - Present
Skills
SDLC, Test Cases, Software Quality..., Quality Center, Testing, LoadRunner, Agile Methodologies, End-to-end Testing, Test Estimation, Test Planning, SQL, Visio, Unix, Regression Testing, Defect Tracking, Waterfall
Education
Bellevue University 1991 — 2004
BS, Information Systems
TD Ameritrade August 1999 - Present
Skills
SDLC, Test Cases, Software Quality..., Quality Center, Testing, LoadRunner, Agile Methodologies, End-to-end Testing, Test Estimation, Test Planning, SQL, Visio, Unix, Regression Testing, Defect Tracking, Waterfall
Education
Bellevue University 1991 — 2004
BS, Information Systems
Ludwig Barnes's TD Ameritrade Experience February 2010 - September 2012
Job .
Industry Financial Services
Experience
Speedy Cash October 2012 - Present
TD Ameritrade February 2010 - September 2012
First National Bank March 2007 - November 2009
Oriental Trading Company October 2005 - March 2007
Physicians Mutual Insurance 2001 - 2005
Skills
Business Intelligence, Analysis, Analytics, SAS, Business Analysis, Data Analysis, Financial Services, Database Marketing, Leadership, Data Mining, Marketing Analytics, Visio, SDLC, Risk Management, CRM, Process Improvement, Strategy, SQL, Segmentation, Banking, Vendor Management, Portfolio Management, Predictive Modeling, Business Objects, Access, Data Warehousing, Account Management, Competitive Analysis, Predictive Analytics, Financial Reporting, Management, Program Management, Requirements Gathering, Business Process..., Alteryx
Education
Bellevue University 2006 — 2008
MBA, Finance
The University of South Dakota 1990 — 1996
Bachelor of Science, Biology and Chemistry
Speedy Cash October 2012 - Present
TD Ameritrade February 2010 - September 2012
First National Bank March 2007 - November 2009
Oriental Trading Company October 2005 - March 2007
Physicians Mutual Insurance 2001 - 2005
Skills
Business Intelligence, Analysis, Analytics, SAS, Business Analysis, Data Analysis, Financial Services, Database Marketing, Leadership, Data Mining, Marketing Analytics, Visio, SDLC, Risk Management, CRM, Process Improvement, Strategy, SQL, Segmentation, Banking, Vendor Management, Portfolio Management, Predictive Modeling, Business Objects, Access, Data Warehousing, Account Management, Competitive Analysis, Predictive Analytics, Financial Reporting, Management, Program Management, Requirements Gathering, Business Process..., Alteryx
Education
Bellevue University 2006 — 2008
MBA, Finance
The University of South Dakota 1990 — 1996
Bachelor of Science, Biology and Chemistry
Anish D. Patel's TD Ameritrade Experience August 2007 - April 2008
Job VP Technology and Information Risk at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2014 - Present
Ernst & Young January 2013 - March 2014
Morgan Stanley April 2008 - December 2012
TD Ameritrade August 2007 - April 2008
TD Ameritrade January 2006 - July 2007
TD Waterhouse October 2004 - January 2006
Skills
Information Security, Information Security..., Risk Management, Security, Computer Security, Incident Management, Information Technology, IT Strategy, Operational Risk..., Risk Assessment, Vulnerability Assessment, Vendor Management, IT Management, Security Management, Business Continuity, Enterprise Risk..., SDLC, Disaster Recovery, Security Awareness, Firewalls, IT Service Management, Security Audits, Governance
Education
Stevens Institute of Technology 2006 — 2009
MS, Information Systems - Information Security
Binghamton University 1999 — 2003
BS, Computer Engineering
Morgan Stanley March 2014 - Present
Ernst & Young January 2013 - March 2014
Morgan Stanley April 2008 - December 2012
TD Ameritrade August 2007 - April 2008
TD Ameritrade January 2006 - July 2007
TD Waterhouse October 2004 - January 2006
Skills
Information Security, Information Security..., Risk Management, Security, Computer Security, Incident Management, Information Technology, IT Strategy, Operational Risk..., Risk Assessment, Vulnerability Assessment, Vendor Management, IT Management, Security Management, Business Continuity, Enterprise Risk..., SDLC, Disaster Recovery, Security Awareness, Firewalls, IT Service Management, Security Audits, Governance
Education
Stevens Institute of Technology 2006 — 2009
MS, Information Systems - Information Security
Binghamton University 1999 — 2003
BS, Computer Engineering
John Leaders, MBA, PMP's TD Ameritrade Experience June 2010 - Present
Job Program Manager
Industry Financial Services
Experience
TD Ameritrade June 2010 - Present
TD Ameritrade June 2005 - June 2010
TD Ameritrade July 2003 - June 2005
TD Ameritrade June 1999 - July 2003
Skills
Series 7, Series 63, Portfolio Management, Risk Management, Series 24, Financial Services, Process Improvement, Business Analysis, Vendor Management, SDLC, Investments, Securities, Strategic Financial..., Relationship Management, Equities, Agricultural Machinery, Agricultural Economics
Education
Bellevue University 2001 — 2004
Master of Business Administration (MBA)
University of Nebraska-Lincoln 1994 — 1999
Bachelor's degree, Agricultural Economics
TD Ameritrade June 2010 - Present
TD Ameritrade June 2005 - June 2010
TD Ameritrade July 2003 - June 2005
TD Ameritrade June 1999 - July 2003
Skills
Series 7, Series 63, Portfolio Management, Risk Management, Series 24, Financial Services, Process Improvement, Business Analysis, Vendor Management, SDLC, Investments, Securities, Strategic Financial..., Relationship Management, Equities, Agricultural Machinery, Agricultural Economics
Education
Bellevue University 2001 — 2004
Master of Business Administration (MBA)
University of Nebraska-Lincoln 1994 — 1999
Bachelor's degree, Agricultural Economics
Laura Horak's TD Ameritrade Experience February 2005 - Present
Job Sr. Financial Analyst at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade February 2005 - Present
First National Bank Omaha 1997 - 2004
Berkshire Hathaway Homestate Companies 1992 - 1997
Skills
Financial Modeling, Strategic Financial...
Education
Bellevue University 1988 — 1992
TD Ameritrade February 2005 - Present
First National Bank Omaha 1997 - 2004
Berkshire Hathaway Homestate Companies 1992 - 1997
Skills
Financial Modeling, Strategic Financial...
Education
Bellevue University 1988 — 1992
dimitri beylis's TD Ameritrade Experience Server OperationsTD Waterhouse1999 - 2007
Job VP at td ameritrade
Industry Information Technology and Services
Experience
td ameritrade Server OperationsTD Waterhouse1999 - 2007
Ameritrade 1999 - 2007
Education
Binghamton University 1992 — 1996
td ameritrade Server OperationsTD Waterhouse1999 - 2007
Ameritrade 1999 - 2007
Education
Binghamton University 1992 — 1996
Tiffany Liske's TD Ameritrade Experience June 1996 - Present
Job BOS Systems Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 1996 - Present
Education
Bellevue University
BS, International Business Management
TD Ameritrade June 1996 - Present
Education
Bellevue University
BS, International Business Management
Terry Vieregger's TD Ameritrade Experience December 2013 - Present
Job Quality Assurance Manager at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade December 2013 - Present
Benaissance December 2011 - December 2013
CSG Interactive Messaging October 2005 - November 2011
First Data Resources January 1995 - July 2005
Education
Bellevue University
BS, Computer Information Systems
Dana College 1986 — 1990
BS, Computer Science / Math
TD Ameritrade December 2013 - Present
Benaissance December 2011 - December 2013
CSG Interactive Messaging October 2005 - November 2011
First Data Resources January 1995 - July 2005
Education
Bellevue University
BS, Computer Information Systems
Dana College 1986 — 1990
BS, Computer Science / Math
Naveen Kattamuri's TD Ameritrade Experience 2012 - 2012
Job Works at FIS
Industry Information Technology and Services
Experience
Fidelity National Information Services June 2012 - Present
River Region October 2011 - July 2012
TD Ameritrade 2012 - 2012
Fidelity Information Services April 2011 - November 2011
Fidelity Information Services August 2008 - May 2011
Infosys 2007 - 2008
Covansys 2005 - 2007
iGATE Global Solutions 2004 - 2005
Skills
MUMPS, Intersystems Cache, Profile Development, Software Project..., SDLC, Unix, Oracle, SQL, Agile Methodologies, Requirements Analysis, Core Banking, Software Development, Java, Java Enterprise Edition, Web Services
Education
Bharathidasan University 2000 — 2002
Master's degree, Computer Science
catherine public school 1984 — 1994
Fidelity National Information Services June 2012 - Present
River Region October 2011 - July 2012
TD Ameritrade 2012 - 2012
Fidelity Information Services April 2011 - November 2011
Fidelity Information Services August 2008 - May 2011
Infosys 2007 - 2008
Covansys 2005 - 2007
iGATE Global Solutions 2004 - 2005
Skills
MUMPS, Intersystems Cache, Profile Development, Software Project..., SDLC, Unix, Oracle, SQL, Agile Methodologies, Requirements Analysis, Core Banking, Software Development, Java, Java Enterprise Edition, Web Services
Education
Bharathidasan University 2000 — 2002
Master's degree, Computer Science
catherine public school 1984 — 1994
Jim Heeney's TD Ameritrade Experience August 2005 - June 2007
Job Senior Vice President & Chief Operating Officer at Securities America, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC January 2013 - Present
Securities America, Inc. January 2010 - Present
Securities America August 2008 - August 2010
Securities America June 2007 - August 2008
TD Ameritrade August 2005 - June 2007
TD Ameritrade August 2003 - July 2005
Ameritrade 1999 - 2001
Skills
Enterprise Project..., Merger & Acquisitions, Enterprise Risk..., Mutual Funds, Investments, Insurance, Asset Managment, Portfolio Management, Financial Risk, Strategic Financial..., FINRA, Alternative Investments, Due Diligence, Fixed Annuities, Estate Planning, Team Building, Project Management, Auditing, Mergers, Mergers & Acquisitions, Financial Services, Asset Management, Leadership, Management
Education
Bellevue University 1996 — 1999
Bachelor of Science in Business Administration, Business
University of Nebraska at Omaha 1987 — 1988
Securities America, Inc. Member FINRA/SIPC January 2013 - Present
Securities America, Inc. January 2010 - Present
Securities America August 2008 - August 2010
Securities America June 2007 - August 2008
TD Ameritrade August 2005 - June 2007
TD Ameritrade August 2003 - July 2005
Ameritrade 1999 - 2001
Skills
Enterprise Project..., Merger & Acquisitions, Enterprise Risk..., Mutual Funds, Investments, Insurance, Asset Managment, Portfolio Management, Financial Risk, Strategic Financial..., FINRA, Alternative Investments, Due Diligence, Fixed Annuities, Estate Planning, Team Building, Project Management, Auditing, Mergers, Mergers & Acquisitions, Financial Services, Asset Management, Leadership, Management
Education
Bellevue University 1996 — 1999
Bachelor of Science in Business Administration, Business
University of Nebraska at Omaha 1987 — 1988
Sandra Clemons, MBA's TD Ameritrade Experience May 2008 - September 2012
Job Director of Internal Audit
Industry Financial Services
Experience
Lincoln Trust Company September 2013 - Present
TD Ameritrade May 2008 - September 2012
TD Ameritrade January 2007 - May 2008
TD Ameritrade (PKA Fiserv ISS) January 2006 - January 2007
Ernst & Young January 2003 - January 2006
Central States Funds 2001 - 2003
Skills
SOX, Financial Reporting, Internal Audit, Risk Management, Operations, Risk Assessment, Operational Risk..., COSO Framework, Business Continuity...
Education
Benedictine University 2001 — 2003
MBA, Financial Management, Organization Development, and Accounting
Northern Illinois University 1997 — 2001
BS, Finance, Mathematics Sciences, and Cost Accounting
Lincoln Trust Company September 2013 - Present
TD Ameritrade May 2008 - September 2012
TD Ameritrade January 2007 - May 2008
TD Ameritrade (PKA Fiserv ISS) January 2006 - January 2007
Ernst & Young January 2003 - January 2006
Central States Funds 2001 - 2003
Skills
SOX, Financial Reporting, Internal Audit, Risk Management, Operations, Risk Assessment, Operational Risk..., COSO Framework, Business Continuity...
Education
Benedictine University 2001 — 2003
MBA, Financial Management, Organization Development, and Accounting
Northern Illinois University 1997 — 2001
BS, Finance, Mathematics Sciences, and Cost Accounting
Kerry Harris's TD Ameritrade Experience June 1998 - Present
Job Marketing Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 1998 - Present
Skills
Series 7, Financial Services, Portfolio Management, Risk Management, Asset Allocation, Investment Advisory, Wealth Management, Series 63, Strategic Financial..., Mutual Funds, Salesforce.com, Relationship Management, Retirement Planning, Equities, Securities, Retirement, Investments, Management, Asset Management, Trading
Education
Bellevue University
TD Ameritrade June 1998 - Present
Skills
Series 7, Financial Services, Portfolio Management, Risk Management, Asset Allocation, Investment Advisory, Wealth Management, Series 63, Strategic Financial..., Mutual Funds, Salesforce.com, Relationship Management, Retirement Planning, Equities, Securities, Retirement, Investments, Management, Asset Management, Trading
Education
Bellevue University
Mike Eller's TD Ameritrade Experience December 2012 - Present
Job Information Security Professional
Industry Computer Software
Experience
ITT Technical Institute November 2014 - Present
TD Ameritrade December 2012 - Present
ATech December 2011 - December 2012
Physicians Mutual September 2011 - December 2011
Raytheon March 2008 - September 2011
ACI Worldwide June 2006 - March 2008
Ensite November 2005 - June 2006
Commercial Federal Bank March 2005 - October 2005
Commercial Federal Bank September 2003 - February 2005
Pinnacle Bank August 2002 - September 2003
Skills
Microsoft SQL Server, Visual Basic, Java, C++, UML, Windows Server, HTML, Databases, Visual Studio, Access, MySQL, AIX, Unix, Software Development, Configuration Management, Linux, Perl, Troubleshooting, CVS, Ant, Quality Assurance, Software Engineering, Agile Methodologies, Testing, Maven, ArcSight, Unix Shell Scripting, Python, Security Clearance, Information Security, Computer Security, Test Automation, Security, JavaScript, JIRA, Programming, Test Planning, Tomcat, Integration, Requirements Analysis, Active Directory, XML, Software Design
Education
Bellevue University 2001 — 2012
MS, Cyber Security
University of Nebraska at Omaha 1998 — 2001
MIS, Management Information Systems
ITT Technical Institute November 2014 - Present
TD Ameritrade December 2012 - Present
ATech December 2011 - December 2012
Physicians Mutual September 2011 - December 2011
Raytheon March 2008 - September 2011
ACI Worldwide June 2006 - March 2008
Ensite November 2005 - June 2006
Commercial Federal Bank March 2005 - October 2005
Commercial Federal Bank September 2003 - February 2005
Pinnacle Bank August 2002 - September 2003
Skills
Microsoft SQL Server, Visual Basic, Java, C++, UML, Windows Server, HTML, Databases, Visual Studio, Access, MySQL, AIX, Unix, Software Development, Configuration Management, Linux, Perl, Troubleshooting, CVS, Ant, Quality Assurance, Software Engineering, Agile Methodologies, Testing, Maven, ArcSight, Unix Shell Scripting, Python, Security Clearance, Information Security, Computer Security, Test Automation, Security, JavaScript, JIRA, Programming, Test Planning, Tomcat, Integration, Requirements Analysis, Active Directory, XML, Software Design
Education
Bellevue University 2001 — 2012
MS, Cyber Security
University of Nebraska at Omaha 1998 — 2001
MIS, Management Information Systems
Bill Pavlecic's TD Ameritrade Experience April 2006 - March 2008
Job Scholarship Analyst I at DeVry University
Industry Accounting
Experience
DeVry University January 2014 - Present
DeVry University January 2010 - Present
Inland March 2008 - May 2009
TD Ameritrade April 2006 - March 2008
Harris Bank April 2004 - March 2006
Skills
Commercial Real Estate, Customer Service, Business Analysis, Financial Reporting, Accounting, Business Development, Project Planning, Financial Analysis, Investments, Microsoft Office, Data Analysis, Enterprise Software, Portfolio Management, Auditing, Microsoft Excel
Education
College of DuPage 2007 — 2010
accounting
Benedictine University 1974 — 1978
BA, BUSINESS
DeVry University January 2014 - Present
DeVry University January 2010 - Present
Inland March 2008 - May 2009
TD Ameritrade April 2006 - March 2008
Harris Bank April 2004 - March 2006
Skills
Commercial Real Estate, Customer Service, Business Analysis, Financial Reporting, Accounting, Business Development, Project Planning, Financial Analysis, Investments, Microsoft Office, Data Analysis, Enterprise Software, Portfolio Management, Auditing, Microsoft Excel
Education
College of DuPage 2007 — 2010
accounting
Benedictine University 1974 — 1978
BA, BUSINESS
Ann Marie Michocki's TD Ameritrade Experience October 2011 - Present
Job Sr. Analyst, Employment Standards TD Ameritrade
Industry Human Resources
Experience
TD Ameritrade October 2011 - Present
Deloitte January 2011 - October 2011
TD Ameritrade July 2010 - December 2010
Dewey & LeBoeuf August 2006 - March 2010
Brown Brothers Harriman January 2005 - August 2006
Crohn's & Colitis Foundation of America July 2002 - June 2004
Arthur Andersen LLP November 2000 - June 2002
Education
New York University 1998 — 2000
MA, Counseling
Binghamton University 1994 — 1998
BA, Psychology
TD Ameritrade October 2011 - Present
Deloitte January 2011 - October 2011
TD Ameritrade July 2010 - December 2010
Dewey & LeBoeuf August 2006 - March 2010
Brown Brothers Harriman January 2005 - August 2006
Crohn's & Colitis Foundation of America July 2002 - June 2004
Arthur Andersen LLP November 2000 - June 2002
Education
New York University 1998 — 2000
MA, Counseling
Binghamton University 1994 — 1998
BA, Psychology
Scott Bornhoft's TD Ameritrade Experience July 2009 - November 2012
Job Business Development Specialist at BuilderTREND Solutions
Industry Computer Software
Experience
BuilderTREND Solutions December 2014 - Present
BuilderTREND Solutions November 2012 - November 2014
TD Ameritrade July 2009 - November 2012
LPL September 2008 - May 2009
TD Ameritrade September 2007 - August 2008
Skills
Budgets, Contract Negotiation, Customer Service, Sales, Strategic Planning
Education
Bellevue University 2003 — 2006
MBA, MBA Straight
University of Nebraska at Omaha 1998 — 2002
BSBA, Banking and Finance
BuilderTREND Solutions December 2014 - Present
BuilderTREND Solutions November 2012 - November 2014
TD Ameritrade July 2009 - November 2012
LPL September 2008 - May 2009
TD Ameritrade September 2007 - August 2008
Skills
Budgets, Contract Negotiation, Customer Service, Sales, Strategic Planning
Education
Bellevue University 2003 — 2006
MBA, MBA Straight
University of Nebraska at Omaha 1998 — 2002
BSBA, Banking and Finance
Steven Kidder's TD Ameritrade Experience August 2013 - Present
Job T4 LEAN Transformational Leadership at TD Ameritrade
Industry Computer Software
Experience
TD Ameritrade August 2013 - Present
TD Ameritrade July 2012 - August 2013
ACI Worldwide April 2011 - November 2012
ACI Worldwide August 1999 - July 2011
Skills
Electronic Payments, Transaction Processing, EMV, Payment Systems, Debit Cards, Brokerage, Professional Services, PMO Services, Project Management, Public Speaking, Business Analysis, Payments, Requirements Analysis, Software Project..., Payment Card Processing, SDLC, ATM networks, Product Management, POS, Cards, SOA, Electronic Funds..., Credit Cards, Banking, Software Development, Payment Gateways, E-payments, Payment Cards, Mobile Payments, PCI DSS, Payment Industry, Smart Cards, Vendor Management, Mobile Banking, Enterprise Architecture, Financial Services, PMO, Project Portfolio..., E-commerce, SaaS, Integration, Enterprise Software, PMP, Solution Architecture, Business Requirements, IT Strategy, Agile Methodologies, Requirements Gathering, Software Implementation, Acquiring
Education
Bellevue University
Master of Business Administration (MBA), Finance, General
University of Nebraska at Omaha 1995 — 1997
Bachelor of Science (B.S.), Geographical Information Systems
TD Ameritrade August 2013 - Present
TD Ameritrade July 2012 - August 2013
ACI Worldwide April 2011 - November 2012
ACI Worldwide August 1999 - July 2011
Skills
Electronic Payments, Transaction Processing, EMV, Payment Systems, Debit Cards, Brokerage, Professional Services, PMO Services, Project Management, Public Speaking, Business Analysis, Payments, Requirements Analysis, Software Project..., Payment Card Processing, SDLC, ATM networks, Product Management, POS, Cards, SOA, Electronic Funds..., Credit Cards, Banking, Software Development, Payment Gateways, E-payments, Payment Cards, Mobile Payments, PCI DSS, Payment Industry, Smart Cards, Vendor Management, Mobile Banking, Enterprise Architecture, Financial Services, PMO, Project Portfolio..., E-commerce, SaaS, Integration, Enterprise Software, PMP, Solution Architecture, Business Requirements, IT Strategy, Agile Methodologies, Requirements Gathering, Software Implementation, Acquiring
Education
Bellevue University
Master of Business Administration (MBA), Finance, General
University of Nebraska at Omaha 1995 — 1997
Bachelor of Science (B.S.), Geographical Information Systems
Vickie Baulisch's TD Ameritrade Experience December 2002 - March 2011
Job Account Analyst at Orion Advisor Services
Industry Financial Services
Experience
Orion Advisor Services January 2012 - Present
TD Ameritrade December 2002 - March 2011
Vickers September 1987 - September 2000
Education
Bellevue University 2010 — 2011
Bachelors, Business
Vatterott 2000 — 2002
Associates, Computer Programming
Orion Advisor Services January 2012 - Present
TD Ameritrade December 2002 - March 2011
Vickers September 1987 - September 2000
Education
Bellevue University 2010 — 2011
Bachelors, Business
Vatterott 2000 — 2002
Associates, Computer Programming
Laurna Hoss's TD Ameritrade Experience September 1999 - August 2000
Job Financial Aid Counselor at Clarkson College
Industry Higher Education
Experience
Select Specialty Hospitals September 2015 - Present
Clarkson College February 2013 - September 2015
The Nebraska Medical Center January 2010 - February 2013
Alegent Health April 2001 - October 2009
ConAgra Foods August 2000 - April 2001
TD Ameritrade September 1999 - August 2000
ConAgra Foods June 1998 - September 1999
ConAgra Foods September 1996 - June 1998
Peoples Natural Gas September 1987 - May 1995
Skills
Employee Benefits, Benefits Administration, Data Analysis, Troubleshooting, Dedication to..., Exceptional People..., Customer Service, Communication Skills, Customer Liason, Healthcare Information..., Lawson HRIS, PeopleSoft, Technical Support, Data Management, PS Query, Thorough Research, Query Resolution, Data Integrity, Data Entry, Data Audit, Group Benefit Plans, Claims Resolution, COBRA, Flexible Spending..., Health Savings Accounts, Microsoft Excel, G/L Reconciliations, Procedures Documentation, Process Improvement..., Tenacious Work Ethic, Diplomacy, Keen Listener, Follow Through, Proactive self-starter, Compassion, Respect, Process Improvement, Human Resources, Training, Onboarding, Leadership, Performance Management, Employee Relations, Deferred Compensation, HRIS
Education
Bellevue University 1977 — 2000
Bachelor of Science (BS), Human Resources Management/Personnel Administration, General
Select Specialty Hospitals September 2015 - Present
Clarkson College February 2013 - September 2015
The Nebraska Medical Center January 2010 - February 2013
Alegent Health April 2001 - October 2009
ConAgra Foods August 2000 - April 2001
TD Ameritrade September 1999 - August 2000
ConAgra Foods June 1998 - September 1999
ConAgra Foods September 1996 - June 1998
Peoples Natural Gas September 1987 - May 1995
Skills
Employee Benefits, Benefits Administration, Data Analysis, Troubleshooting, Dedication to..., Exceptional People..., Customer Service, Communication Skills, Customer Liason, Healthcare Information..., Lawson HRIS, PeopleSoft, Technical Support, Data Management, PS Query, Thorough Research, Query Resolution, Data Integrity, Data Entry, Data Audit, Group Benefit Plans, Claims Resolution, COBRA, Flexible Spending..., Health Savings Accounts, Microsoft Excel, G/L Reconciliations, Procedures Documentation, Process Improvement..., Tenacious Work Ethic, Diplomacy, Keen Listener, Follow Through, Proactive self-starter, Compassion, Respect, Process Improvement, Human Resources, Training, Onboarding, Leadership, Performance Management, Employee Relations, Deferred Compensation, HRIS
Education
Bellevue University 1977 — 2000
Bachelor of Science (BS), Human Resources Management/Personnel Administration, General
Michael Vinogradov's TD Ameritrade Experience April 2013 - Present
Job Software developer at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade April 2013 - Present
Micro Strategies August 2012 - March 2013
sanofi-aventis July 2011 - March 2012
Rockefeller University December 2009 - December 2011
Memorial Sloan-Kettering Cancer Center 2004 - 2007
Skills
Java, Web Applications, Computational Biology, Bioinformatics, Molecular Biology, Lifesciences, Genomics, Apache, R&D, Protein Chemistry, Machine Learning, High Performance..., Tomcat, MySQL, Proteomics, Shell Scripting, Programming, Oracle, Finance
Education
Ben-Gurion University of the Negev 2000 — 2004
PhD, Biochemistry and Molecular biology
TD Ameritrade April 2013 - Present
Micro Strategies August 2012 - March 2013
sanofi-aventis July 2011 - March 2012
Rockefeller University December 2009 - December 2011
Memorial Sloan-Kettering Cancer Center 2004 - 2007
Skills
Java, Web Applications, Computational Biology, Bioinformatics, Molecular Biology, Lifesciences, Genomics, Apache, R&D, Protein Chemistry, Machine Learning, High Performance..., Tomcat, MySQL, Proteomics, Shell Scripting, Programming, Oracle, Finance
Education
Ben-Gurion University of the Negev 2000 — 2004
PhD, Biochemistry and Molecular biology
Ronald Martel's TD Ameritrade Experience May 2014 - Present
Job Business Analyst
Industry Financial Services
Experience
TD Ameritrade May 2014 - Present
TEKsystems November 2013 - Present
First Data Corporation December 2011 - November 2013
First Data Resources October 2006 - December 2011
First Data Resources November 2005 - October 2006
First Data Resources October 2001 - November 2005
Skills
Business Analysis, Project Management, Business Requirements, Product Management, Start-ups, Training, Requirements Analysis, Business Process Design, Process Improvement, Software Project..., Requirements Gathering, SDLC, Risk Management, Analysis, Visio, Business Process, Vendor Management, Change Management, Program Management, Software Documentation, Testing, Business Intelligence, Credit Cards, Integration, Business Process..., Project Portfolio..., Systems Analysis, User Acceptance Testing, Agile Methodologies, Management, SharePoint, IT Management, PMP, Quality Assurance, Enterprise Architecture, Functional Requirements, Waterfall, Payment Card Processing, Mainframe, Payment Systems, Electronic Payments, Data Modeling, Requirements Management, Software Development, Data Warehousing
Education
Bellevue University 2005 — 2009
BS, Marketing Management
Bellevue University 2005 — 2009
MA, Leadership
TD Ameritrade May 2014 - Present
TEKsystems November 2013 - Present
First Data Corporation December 2011 - November 2013
First Data Resources October 2006 - December 2011
First Data Resources November 2005 - October 2006
First Data Resources October 2001 - November 2005
Skills
Business Analysis, Project Management, Business Requirements, Product Management, Start-ups, Training, Requirements Analysis, Business Process Design, Process Improvement, Software Project..., Requirements Gathering, SDLC, Risk Management, Analysis, Visio, Business Process, Vendor Management, Change Management, Program Management, Software Documentation, Testing, Business Intelligence, Credit Cards, Integration, Business Process..., Project Portfolio..., Systems Analysis, User Acceptance Testing, Agile Methodologies, Management, SharePoint, IT Management, PMP, Quality Assurance, Enterprise Architecture, Functional Requirements, Waterfall, Payment Card Processing, Mainframe, Payment Systems, Electronic Payments, Data Modeling, Requirements Management, Software Development, Data Warehousing
Education
Bellevue University 2005 — 2009
BS, Marketing Management
Bellevue University 2005 — 2009
MA, Leadership
Mark Mireles's TD Ameritrade Experience September 1998 - July 2001
Job Supervisory Meteorological Technician at United States Government
Industry Government Administration
Experience
United States Government July 2001 - Present
TD Ameritrade September 1998 - July 2001
United States Air Force June 1996 - November 1998
Skills
Instructional Design, E-learning, Captivate, E-learning Development, Learning Management, Microsoft Office, Writing, Distance Learning, Instructional Technology, PowerPoint, Government, Customer Service, Word, Excel, SharePoint, Editing, E-Learning, Microsoft Word, Troubleshooting, Microsoft Excel, Security Clearance, System Administration, Project Planning, Training, Analysis, Management, Project Management, Technical Writing, Leadership Development, Strategic Planning, Change Management, DoD, Program Management, Leadership, Team Building, Team Leadership, Organizational..., Security, Supervisory Skills, Process Improvement, Proposal Writing, Coaching, Defense, Air Force, Marketing
Education
Bellevue University 1998 — 2001
BS, Marketing Management
United States Government July 2001 - Present
TD Ameritrade September 1998 - July 2001
United States Air Force June 1996 - November 1998
Skills
Instructional Design, E-learning, Captivate, E-learning Development, Learning Management, Microsoft Office, Writing, Distance Learning, Instructional Technology, PowerPoint, Government, Customer Service, Word, Excel, SharePoint, Editing, E-Learning, Microsoft Word, Troubleshooting, Microsoft Excel, Security Clearance, System Administration, Project Planning, Training, Analysis, Management, Project Management, Technical Writing, Leadership Development, Strategic Planning, Change Management, DoD, Program Management, Leadership, Team Building, Team Leadership, Organizational..., Security, Supervisory Skills, Process Improvement, Proposal Writing, Coaching, Defense, Air Force, Marketing
Education
Bellevue University 1998 — 2001
BS, Marketing Management
Mike Trainor, CFP®'s TD Ameritrade Experience October 1995 - April 2006
Job Wealth Manager at USAA
Industry Investment Management
Experience
USAA May 2011 - Present
Charles Schwab April 2009 - July 2011
Bank of America August 2008 - March 2009
Fidelity Investments May 2006 - July 2008
TD Ameritrade October 1995 - April 2006
Education
Bentley University 1991 — 1995
Bachelors, Finance
USAA May 2011 - Present
Charles Schwab April 2009 - July 2011
Bank of America August 2008 - March 2009
Fidelity Investments May 2006 - July 2008
TD Ameritrade October 1995 - April 2006
Education
Bentley University 1991 — 1995
Bachelors, Finance
Kelly D Casey's TD Ameritrade Experience August 2011 - Present
Job Business Analyst II at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade August 2011 - Present
First Data Corporation June 1997 - August 2011
First Data Resources 1997 - August 2011
Alegent Health December 1991 - June 1997
US Bank August 1987 - January 1992
Skills
SDLC, Business Analysis, Requirements Gathering, Business Requirements, Requirements Analysis, Software Project..., Software Documentation, Project Portfolio..., Waterfall, Project Management, Analysis, Credit Cards, Program Management, Testing, User Acceptance Testing, Vendor Management, Visio
Education
Bellevue University 1996 — 1998
Masters, Management, Business Administration
University of Nebraska at Omaha 1992 — 1996
Bachelors, English, Music, Art History
TD Ameritrade August 2011 - Present
First Data Corporation June 1997 - August 2011
First Data Resources 1997 - August 2011
Alegent Health December 1991 - June 1997
US Bank August 1987 - January 1992
Skills
SDLC, Business Analysis, Requirements Gathering, Business Requirements, Requirements Analysis, Software Project..., Software Documentation, Project Portfolio..., Waterfall, Project Management, Analysis, Credit Cards, Program Management, Testing, User Acceptance Testing, Vendor Management, Visio
Education
Bellevue University 1996 — 1998
Masters, Management, Business Administration
University of Nebraska at Omaha 1992 — 1996
Bachelors, English, Music, Art History
Michael Schalbrack's TD Ameritrade Experience November 2012 - Present
Job Operations Implementation Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade November 2012 - Present
TD Ameritrade January 2006 - January 2011
OfficeMax June 1998 - August 2002
Skills
Requirements Gathering, Business Requirements, Business Analysis, Visio, Requirements Analysis, Process Improvement, Software Project..., Agile Methodologies, Business Process..., Business Process..., Change Management
Education
Bellevue University 2004 — 2005
Computer Science
Weber State University 1999 — 2002
Bachelor of Applied Science (B.A.Sc.), Technical Sales
TD Ameritrade November 2012 - Present
TD Ameritrade January 2006 - January 2011
OfficeMax June 1998 - August 2002
Skills
Requirements Gathering, Business Requirements, Business Analysis, Visio, Requirements Analysis, Process Improvement, Software Project..., Agile Methodologies, Business Process..., Business Process..., Change Management
Education
Bellevue University 2004 — 2005
Computer Science
Weber State University 1999 — 2002
Bachelor of Applied Science (B.A.Sc.), Technical Sales
Arun Venkatesh's TD Ameritrade Experience April 2014 - Present
Job Mobile Developer Trading application at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade April 2014 - Present
TD Ameritrade June 2011 - Present
The Home Depot February 2010 - May 2011
Blue Cross Blue Shield June 2009 - February 2010
UBS May 2008 - June 2009
iNautix Technologies 2004 - 2008
Skills
iOS Development, Swift, Java, Agile Methodologies, Java Enterprise Edition, Programming, SOA, Hibernate, Web Services, Spring Framework, Flex, JavaScript, HTML, RESTful WebServices, Node.js, MongoDB, Trading System, Oracle Database
Education
Bharathiar University 2000 — 2004
BE, Electronics
TD Ameritrade April 2014 - Present
TD Ameritrade June 2011 - Present
The Home Depot February 2010 - May 2011
Blue Cross Blue Shield June 2009 - February 2010
UBS May 2008 - June 2009
iNautix Technologies 2004 - 2008
Skills
iOS Development, Swift, Java, Agile Methodologies, Java Enterprise Edition, Programming, SOA, Hibernate, Web Services, Spring Framework, Flex, JavaScript, HTML, RESTful WebServices, Node.js, MongoDB, Trading System, Oracle Database
Education
Bharathiar University 2000 — 2004
BE, Electronics
Jason Thomas, CFP®'s TD Ameritrade Experience 2007 - 2008
Job Financial Counselor at Contractor
Industry Financial Services
Experience
Contractor December 2012 - Present
Thomas Wealth Planning December 2009 - Present
University of Redlands October 2012 - Present
VALIC 2008 - 2009
TD Ameritrade 2007 - 2008
Bank of America 2006 - 2007
Skills
Series 7, Insurance, Certified Financial..., Registered Investment..., Tax Preparation, Real Estate Financing, Real Estate Broker, Mortgage Broker
Education
California Institute of the Arts 2002 — 2004
Master of Fine Arts (MFA), Music
Berklee College of Music 1997 — 1999
Bachelor's degree, Music
Contractor December 2012 - Present
Thomas Wealth Planning December 2009 - Present
University of Redlands October 2012 - Present
VALIC 2008 - 2009
TD Ameritrade 2007 - 2008
Bank of America 2006 - 2007
Skills
Series 7, Insurance, Certified Financial..., Registered Investment..., Tax Preparation, Real Estate Financing, Real Estate Broker, Mortgage Broker
Education
California Institute of the Arts 2002 — 2004
Master of Fine Arts (MFA), Music
Berklee College of Music 1997 — 1999
Bachelor's degree, Music
Sheila Hoffert's TD Ameritrade Experience September 2007 - May 2013
Job Registered Rep
Industry Financial Services
Experience
TD Ameritrade September 2007 - May 2013
Woodmen of the World September 1978 - June 2007
Skills
Series 7, Series 63, FLMI, ACS, ALHC, Fixed Annuities, Risk Management, FINRA, Insurance, Organizational...
Education
Bellevue University
MA, Communication Studies
TD Ameritrade September 2007 - May 2013
Woodmen of the World September 1978 - June 2007
Skills
Series 7, Series 63, FLMI, ACS, ALHC, Fixed Annuities, Risk Management, FINRA, Insurance, Organizational...
Education
Bellevue University
MA, Communication Studies
Sherry Huhmann's TD Ameritrade Experience September 2006 - Present
Job Payroll Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2006 - Present
ConAgra Foods March 1999 - September 2006
Skills
Process Improvement, PeopleSoft, Deferred Compensation, Onboarding, Management, Performance Management, Risk Management, Personnel Management, Financial Analysis, Human Resources
Education
Bellevue University
Bachelor of Business Administration (B.B.A.), Accounting
TD Ameritrade September 2006 - Present
ConAgra Foods March 1999 - September 2006
Skills
Process Improvement, PeopleSoft, Deferred Compensation, Onboarding, Management, Performance Management, Risk Management, Personnel Management, Financial Analysis, Human Resources
Education
Bellevue University
Bachelor of Business Administration (B.B.A.), Accounting
Kristi Freese's TD Ameritrade Experience 2007 - 2008
Job Senior Director of Operations and Finance at Creighton University
Industry Higher Education
Experience
Creighton University 2008 - Present
TD Ameritrade 2007 - 2008
Clarkson College 2005 - 2007
Simmonds Restaurant Management 2002 - 2005
The Rose Theater 1998 - 2002
Skills
Strategic Financial..., Financial Reporting, Financial Analysis, Process Improvement, Budgets, Strategic Planning, Leadership, Data Analysis, Analysis, Change Management, Team Building, Leadership Development, Program Management, Management, Team Leadership, Performance Management, Policy, Higher Education
Education
Bellevue University
MBA
Stanford University Graduate School of Business
Executive Management Finance Course
Creighton University 2008 - Present
TD Ameritrade 2007 - 2008
Clarkson College 2005 - 2007
Simmonds Restaurant Management 2002 - 2005
The Rose Theater 1998 - 2002
Skills
Strategic Financial..., Financial Reporting, Financial Analysis, Process Improvement, Budgets, Strategic Planning, Leadership, Data Analysis, Analysis, Change Management, Team Building, Leadership Development, Program Management, Management, Team Leadership, Performance Management, Policy, Higher Education
Education
Bellevue University
MBA
Stanford University Graduate School of Business
Executive Management Finance Course
Walker Poppert's TD Ameritrade Experience April 2008 - June 2011
Job Manager at Protiviti (Global Consulting in Business, IT, Risk & Internal Audit)
Industry Management Consulting
Experience
Protiviti July 2013 - Present
Intesa Sanpaolo November 2011 - June 2013
TD Ameritrade April 2008 - June 2011
Wisconsin Physicians Service (formerly Mutual of Omaha) May 2007 - April 2008
Happy Hollow Club August 2006 - May 2007
Bank of the West (formerly Commercial Federal Bank) August 2003 - August 2006
Skills
Internal Audit, Auditing, Risk Assessment, Banking, Financial Analysis, Risk Management, Corporate Finance, Operational Risk, Anti Money Laundering, Financial Services
Education
Bellevue University 2007 — 2009
MBA, Finance
Nebraska Wesleyan University 1997 — 2002
B.S., Psychology
Lincoln Southeast
Protiviti July 2013 - Present
Intesa Sanpaolo November 2011 - June 2013
TD Ameritrade April 2008 - June 2011
Wisconsin Physicians Service (formerly Mutual of Omaha) May 2007 - April 2008
Happy Hollow Club August 2006 - May 2007
Bank of the West (formerly Commercial Federal Bank) August 2003 - August 2006
Skills
Internal Audit, Auditing, Risk Assessment, Banking, Financial Analysis, Risk Management, Corporate Finance, Operational Risk, Anti Money Laundering, Financial Services
Education
Bellevue University 2007 — 2009
MBA, Finance
Nebraska Wesleyan University 1997 — 2002
B.S., Psychology
Lincoln Southeast
Matthew Bomgaars's TD Ameritrade Experience April 2013 - November 2013
Job Middle Office Analyst Fixed Income at Citi
Industry Financial Services
Experience
TD Ameritrade April 2013 - November 2013
TD Ameritrade July 2012 - April 2013
Best Buy July 2005 - December 2012
Skills
Retail, Customer Service, Store Management, Customer Satisfaction, Customer Experience, Computer Hardware, Sales, Computer Repair, Retail Sales, Outlook, Team Leadership, Inventory Management, Onboarding, Loss Prevention, Training, Time Management, Series 7, Microsoft Excel, Telephone Skills
Education
Bellevue University 2011 — 2013
Bachelor's degree, Human Resources Management/Personnel Administration, General
Creighton University
TD Ameritrade April 2013 - November 2013
TD Ameritrade July 2012 - April 2013
Best Buy July 2005 - December 2012
Skills
Retail, Customer Service, Store Management, Customer Satisfaction, Customer Experience, Computer Hardware, Sales, Computer Repair, Retail Sales, Outlook, Team Leadership, Inventory Management, Onboarding, Loss Prevention, Training, Time Management, Series 7, Microsoft Excel, Telephone Skills
Education
Bellevue University 2011 — 2013
Bachelor's degree, Human Resources Management/Personnel Administration, General
Creighton University
John Lewandowski's TD Ameritrade Experience November 2007 - February 2010
Job Technology Executive
Industry Information Technology and Services
Experience
TD Ameritrade November 2007 - February 2010
TD Ameritrade May 2006 - November 2007
TD Ameritrade December 2004 - May 2006
Vente, Inc. March 2002 - August 2004
GiftCertificates.com January 2001 - December 2002
MidAmerican Energy August 1996 - January 2000
Education
Bellevue University
BA, Managment of Technical Services
TD Ameritrade November 2007 - February 2010
TD Ameritrade May 2006 - November 2007
TD Ameritrade December 2004 - May 2006
Vente, Inc. March 2002 - August 2004
GiftCertificates.com January 2001 - December 2002
MidAmerican Energy August 1996 - January 2000
Education
Bellevue University
BA, Managment of Technical Services
Kathryn (Kathy) Kroupa's TD Ameritrade Experience January 2010 - Present
Job Financial Services Representative at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2010 - Present
Mutual of Omaha March 2007 - June 2010
Mutual of Omaha November 2005 - February 2007
Mutual of Omaha August 2004 - October 2005
Mutual of Omaha January 2001 - July 2004
Mutual of Omaha January 1998 - December 2000
Mutual of Omaha December 1994 - December 1997
Mutual of Omaha July 1991 - November 1994
Mutual of Omaha March 1990 - June 1991
Mutual of Omaha January 1987 - February 1990
Skills
Managed Care, Leadership, Marketing, Insurance, Disability Insurance, Life Insurance, Term Life Insurance, Underwriting, Employee Benefits, Medicare, Sales, Customer Service, Account Management, Process Improvement, Team Building, Marketing Communications, Marketing Strategy, Health Insurance
Education
Bellevue University
BS, Marketing Management
FINRA Series 7 & 63 FINRA Licenses
TD Ameritrade January 2010 - Present
Mutual of Omaha March 2007 - June 2010
Mutual of Omaha November 2005 - February 2007
Mutual of Omaha August 2004 - October 2005
Mutual of Omaha January 2001 - July 2004
Mutual of Omaha January 1998 - December 2000
Mutual of Omaha December 1994 - December 1997
Mutual of Omaha July 1991 - November 1994
Mutual of Omaha March 1990 - June 1991
Mutual of Omaha January 1987 - February 1990
Skills
Managed Care, Leadership, Marketing, Insurance, Disability Insurance, Life Insurance, Term Life Insurance, Underwriting, Employee Benefits, Medicare, Sales, Customer Service, Account Management, Process Improvement, Team Building, Marketing Communications, Marketing Strategy, Health Insurance
Education
Bellevue University
BS, Marketing Management
FINRA Series 7 & 63 FINRA Licenses
Sandra Ash's TD Ameritrade Experience November 2014 - Present
Job Director, Lean Center of Excellence at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade November 2014 - Present
TD Ameritrade May 2012 - October 2014
TD Ameritrade 2010 - 2012
TD Ameritrade 2009 - 2010
TD Ameritrade 2008 - 2009
TD Ameritrade 2005 - 2008
TD Ameritrade 2004 - 2005
Hewlett-Packard 1997 - 2000
Skills
Financial Services, Integration, Vendor Management, Requirements Analysis, Strategy, Project Management, SDLC, Business Analysis, Program Management, Process Improvement, Software Project..., Software Development, Portfolio Management, Project Portfolio..., Risk Management, Requirements Gathering, Agile Methodologies, Enterprise Software, Enterprise Architecture, Agile Project Management, Testing, PMP, Quality Assurance
Education
Bellevue University
Master of Arts (MA), Management
Bellevue University
Bachelor of Science (BS), Management
TD Ameritrade November 2014 - Present
TD Ameritrade May 2012 - October 2014
TD Ameritrade 2010 - 2012
TD Ameritrade 2009 - 2010
TD Ameritrade 2008 - 2009
TD Ameritrade 2005 - 2008
TD Ameritrade 2004 - 2005
Hewlett-Packard 1997 - 2000
Skills
Financial Services, Integration, Vendor Management, Requirements Analysis, Strategy, Project Management, SDLC, Business Analysis, Program Management, Process Improvement, Software Project..., Software Development, Portfolio Management, Project Portfolio..., Risk Management, Requirements Gathering, Agile Methodologies, Enterprise Software, Enterprise Architecture, Agile Project Management, Testing, PMP, Quality Assurance
Education
Bellevue University
Master of Arts (MA), Management
Bellevue University
Bachelor of Science (BS), Management
Troy Allen's TD Ameritrade Experience July 2014 - Present
Job Application Development Manager
Industry Information Services
Experience
TD Ameritrade July 2014 - Present
TD Ameritrade July 2012 - Present
Lincoln Financial Group through IDEA consulting February 2012 - July 2012
Data Technologies Inc. September 2011 - January 2012
CSG Systems, Inc August 1998 - September 2010
CSG Systems Inc August 1995 - September 1998
CSG Systems Inc February 1991 - August 1995
Skills
Business Analysis, Vendor Management, Requirements Gathering, SDLC, Integration, Software Project..., Agile Methodologies, Requirements Analysis, Scrum, Software Documentation, Software Development, Testing, Process Improvement, Unix, Project Management, Visual Basic, Enterprise Architecture, IT Management, Business Requirements, SOA, Databases, XML
Education
Bellevue University 2009 — 2011
B.S., Business Information Systems
TD Ameritrade July 2014 - Present
TD Ameritrade July 2012 - Present
Lincoln Financial Group through IDEA consulting February 2012 - July 2012
Data Technologies Inc. September 2011 - January 2012
CSG Systems, Inc August 1998 - September 2010
CSG Systems Inc August 1995 - September 1998
CSG Systems Inc February 1991 - August 1995
Skills
Business Analysis, Vendor Management, Requirements Gathering, SDLC, Integration, Software Project..., Agile Methodologies, Requirements Analysis, Scrum, Software Documentation, Software Development, Testing, Process Improvement, Unix, Project Management, Visual Basic, Enterprise Architecture, IT Management, Business Requirements, SOA, Databases, XML
Education
Bellevue University 2009 — 2011
B.S., Business Information Systems
JW Sorensen's TD Ameritrade Experience November 2007 - May 2008
Job SCS IM&P Team Lead at DXP Enterprises, Inc.
Industry Logistics and Supply Chain
Experience
DXP Enterprises, Inc. April 2011 - Present
Total Logistics Solutions June 2008 - January 2011
TD Ameritrade November 2007 - May 2008
Hewlett Packard January 1998 - January 2006
Skills
Customer Service, Inventory Control, Customer Satisfaction, Warehousing, Inventory Management, Microsoft Excel, Team Building
Education
Bellevue University
BS, Logistics Management
DXP Enterprises, Inc. April 2011 - Present
Total Logistics Solutions June 2008 - January 2011
TD Ameritrade November 2007 - May 2008
Hewlett Packard January 1998 - January 2006
Skills
Customer Service, Inventory Control, Customer Satisfaction, Warehousing, Inventory Management, Microsoft Excel, Team Building
Education
Bellevue University
BS, Logistics Management
Celentano Jerry's TD Ameritrade Experience 1999 - 2000
Job Compliance Officer at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein October 2007 - Present
HSBC Securities October 2000 - October 2007
TD Ameritrade 1999 - 2000
Skills
Series 7, Series 24, Series 9 + 10, AML, Securities, Mutual Funds, Hedge Funds, Equities, Options, Bloomberg, Asset Management, Compliance, Series 63, Derivatives, Trading, Back Office, Investments, Compliance Audits, Risk Management, Client Service, Retirement, Investment Advisory, Equity Trading, Investor Relations
Education
Bergen Community College
AllianceBernstein October 2007 - Present
HSBC Securities October 2000 - October 2007
TD Ameritrade 1999 - 2000
Skills
Series 7, Series 24, Series 9 + 10, AML, Securities, Mutual Funds, Hedge Funds, Equities, Options, Bloomberg, Asset Management, Compliance, Series 63, Derivatives, Trading, Back Office, Investments, Compliance Audits, Risk Management, Client Service, Retirement, Investment Advisory, Equity Trading, Investor Relations
Education
Bergen Community College
Barbara-Ann Gillespie's TD Ameritrade Experience March 2012 - October 2012
Job Middle Office Operations Manager/IT Senior Analyst
Industry Investment Banking
Experience
TD Ameritrade March 2012 - October 2012
Morgan Stanley Private Bank May 1997 - September 2011
Skills
Vendor Management, Business Analysis, Asset Managment, Risk Management, Process Improvement, Requirements Analysis, Banking, Leadership, Accounting, Analysis, Customer Service, Management
Education
University of Phoenix 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business Management
Bergen Community College 1989 — 1991
Associate of Arts and Sciences (AAS), Hospitality Administration/Management
TD Ameritrade March 2012 - October 2012
Morgan Stanley Private Bank May 1997 - September 2011
Skills
Vendor Management, Business Analysis, Asset Managment, Risk Management, Process Improvement, Requirements Analysis, Banking, Leadership, Accounting, Analysis, Customer Service, Management
Education
University of Phoenix 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business Management
Bergen Community College 1989 — 1991
Associate of Arts and Sciences (AAS), Hospitality Administration/Management
severin kyelem's TD Ameritrade Experience September 2007 - December 2011
Job Senior Broker Dealer Accountant
Industry Financial Services
Experience
Bank of the West Investment Services March 2013 - Present
Mutual of Omaha June 2012 - March 2013
Legent Clearing April 2012 - June 2012
TD Ameritrade September 2007 - December 2011
Noll Human Resource Services September 2007 - January 2008
Skills
Series 7, Series 63, Bi-lingual in French, QuickBooks, Crystal Reports, Bank Reconciliation
Education
Bellevue University 2005 — 2008
MBA in Finance
Universite Libre du Burkina/Private University of Burkina Faso 2001 — 2004
Bachelor's degree, Banking and Finance
Bank of the West Investment Services March 2013 - Present
Mutual of Omaha June 2012 - March 2013
Legent Clearing April 2012 - June 2012
TD Ameritrade September 2007 - December 2011
Noll Human Resource Services September 2007 - January 2008
Skills
Series 7, Series 63, Bi-lingual in French, QuickBooks, Crystal Reports, Bank Reconciliation
Education
Bellevue University 2005 — 2008
MBA in Finance
Universite Libre du Burkina/Private University of Burkina Faso 2001 — 2004
Bachelor's degree, Banking and Finance
Shoshannah Anderson-Sessler's TD Ameritrade Experience August 2015 - Present
Job IT
Industry Computer Software
Experience
TD Ameritrade August 2015 - Present
P&L Technology October 2014 - March 2015
Gordmans April 2014 - October 2014
Symantec July 2011 - July 2013
ConAgra Foods January 2007 - July 2011
General Dynamics Information Technology August 2003 - January 2007
Skills
Virtualization, Unix, Cloud Computing, Storage, Solaris, Linux, High Availability, VMware, Netbackup, Cluster, File Systems, Deduplication, Storage Area Networks, Enterprise Software
Education
Bellevue University
Bachelor of Science (BS), Management Information Systems, General
Indian Hills Community College
Associate of Science (A.S.), Computer Technology/Computer Systems Technology
TD Ameritrade August 2015 - Present
P&L Technology October 2014 - March 2015
Gordmans April 2014 - October 2014
Symantec July 2011 - July 2013
ConAgra Foods January 2007 - July 2011
General Dynamics Information Technology August 2003 - January 2007
Skills
Virtualization, Unix, Cloud Computing, Storage, Solaris, Linux, High Availability, VMware, Netbackup, Cluster, File Systems, Deduplication, Storage Area Networks, Enterprise Software
Education
Bellevue University
Bachelor of Science (BS), Management Information Systems, General
Indian Hills Community College
Associate of Science (A.S.), Computer Technology/Computer Systems Technology
Phil Chiappone's TD Ameritrade Experience January 2007 - March 2012
Job Financial Services Professional
Industry Financial Services
Experience
Cor Clearing March 2012 - September 2012
TD Ameritrade January 2007 - March 2012
State Farm Insurance September 2006 - January 2007
American Income Life July 2006 - September 2006
Associated Tax Consultants December 2005 - March 2006
United States Marines Corps September 2001 - September 2005
Education
Bellevue University
Cor Clearing March 2012 - September 2012
TD Ameritrade January 2007 - March 2012
State Farm Insurance September 2006 - January 2007
American Income Life July 2006 - September 2006
Associated Tax Consultants December 2005 - March 2006
United States Marines Corps September 2001 - September 2005
Education
Bellevue University
Eric Stames's TD Ameritrade Experience November 2011 - May 2012
Job Student at Benedictine University
Industry
Experience
TD Ameritrade November 2011 - May 2012
Education
Benedictine University 2011 — 2013
TD Ameritrade November 2011 - May 2012
Education
Benedictine University 2011 — 2013
Melissa M. King's TD Ameritrade Experience September 2012 - April 2013
Job Financial Services Professional
Industry Financial Services
Experience
Sendera Title March 2014 - Present
Patriot USA Title December 2013 - March 2014
TD Ameritrade September 2012 - April 2013
Skills
Financial Services, Insurance, Banking, Customer Service, Sales, HUD, Escrow, SoftPro, Ramquest, Bank Reconciliation, Daily Deposits, Webinars, Office Management, Microsoft Office, Builders, Reverse Mortgages, Account Management, Account Reconciliation, Administrative...
Education
Bellevue University 2010 — 2012
Bachelors of Science, Behavioral Sciences
Sendera Title March 2014 - Present
Patriot USA Title December 2013 - March 2014
TD Ameritrade September 2012 - April 2013
Skills
Financial Services, Insurance, Banking, Customer Service, Sales, HUD, Escrow, SoftPro, Ramquest, Bank Reconciliation, Daily Deposits, Webinars, Office Management, Microsoft Office, Builders, Reverse Mortgages, Account Management, Account Reconciliation, Administrative...
Education
Bellevue University 2010 — 2012
Bachelors of Science, Behavioral Sciences
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.