TD Ameritrade
Industry: Financial services company
DescriptionTD Ameritrade is a brokerage firm based in Omaha, Nebraska with major trading centers in Southlake, Texas and St Louis, Missouri. The letters TD are derived from Toronto-Dominion Bank, the largest shareholder. The company provides services for individuals and institutions that are investing online. Headquarters: Omaha, Nebraska, United States CEO: Tim Hockey (Oct 2016–) Owner: Toronto–Dominion Bank (42%) Subsidiaries: Thinkorswim, Scottrade, TD AMERITRADE IP Co Inc,
TD Ameritrade List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at TD Ameritrade. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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5,092 TD Ameritrade employees in database. Find out everything there's to know about TD Ameritrade employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
TD Ameritrade Employees
Employee
Years
Job
Industry
Renan Bautista Renan Bautista's TD Ameritrade Experience July 1996 - November 1998
Job Credit Officer at Infusit
Industry Insurance
Experience
Infusit September 2014 - January 2015
The Hartford November 2007 - August 2014
Chase February 2007 - August 2007
HSBC August 1997 - March 2006
TD Ameritrade July 1996 - November 1998
Edward Jones January 1995 - July 1996
State Farm October 1992 - December 1994
Skills
Finance, Underwriting, Insurance, Investments, Management, Sales
Education
Bradley University 1988 — 1990
Bachelor's degree
Northern Illinois University 1984 — 1986
Infusit September 2014 - January 2015
The Hartford November 2007 - August 2014
Chase February 2007 - August 2007
HSBC August 1997 - March 2006
TD Ameritrade July 1996 - November 1998
Edward Jones January 1995 - July 1996
State Farm October 1992 - December 1994
Skills
Finance, Underwriting, Insurance, Investments, Management, Sales
Education
Bradley University 1988 — 1990
Bachelor's degree
Northern Illinois University 1984 — 1986
Joe Richmond Joe Richmond's TD Ameritrade Experience February 2012 - Present
Job Sr. Coaching Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade February 2012 - Present
TD Ameritrade October 2010 - February 2012
Investools February 2005 - October 2010
Investools August 2003 - February 2005
Skills
Team Management, Business Strategy, Leadership, People Management, Project Management, Investments, Banking, Management, Strategy, Finance, Process Improvement, Change Management, Financial Services, Business Planning, Analytics, Trading, Equities, Options, Innovation Management, Training, Teamwork, Collaboration Solutions, Relationship Building, Operations Management, Cross-functional Team..., Business Analysis, SAP, Coaching, Team Building, Business Development, Call Centers, Start-ups, Podcasting, Entrepreneurship, Futures Trading, Risk Management
Education
Brigham Young University
Bachelor of Science, Busness managment
Ricks College
Associates, General studies
TD Ameritrade February 2012 - Present
TD Ameritrade October 2010 - February 2012
Investools February 2005 - October 2010
Investools August 2003 - February 2005
Skills
Team Management, Business Strategy, Leadership, People Management, Project Management, Investments, Banking, Management, Strategy, Finance, Process Improvement, Change Management, Financial Services, Business Planning, Analytics, Trading, Equities, Options, Innovation Management, Training, Teamwork, Collaboration Solutions, Relationship Building, Operations Management, Cross-functional Team..., Business Analysis, SAP, Coaching, Team Building, Business Development, Call Centers, Start-ups, Podcasting, Entrepreneurship, Futures Trading, Risk Management
Education
Brigham Young University
Bachelor of Science, Busness managment
Ricks College
Associates, General studies
Bryan Tait, CFA Bryan Tait, CFA's TD Ameritrade Experience February 2005 - September 2010
Job Vice President, Portfolio Manager at First Western Trust
Industry Financial Services
Experience
TD Ameritrade February 2005 - September 2010
Fidelity Investments September 2003 - February 2005
Skills
Chartered Financial..., Retirement Planning, Investment Management, Portfolio Management
Education
Brigham Young University
B.S.
Davis High School
TD Ameritrade February 2005 - September 2010
Fidelity Investments September 2003 - February 2005
Skills
Chartered Financial..., Retirement Planning, Investment Management, Portfolio Management
Education
Brigham Young University
B.S.
Davis High School
Tania Lounsbury's TD Ameritrade Experience April 2014 - Present
Job Branch Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2014 - Present
Investools from TD Ameritrade Holding Corp. October 2011 - March 2014
Investools from TD Ameritrade Holding Corp April 2011 - October 2011
Investools from TD Ameritrade Holding Corp June 2009 - April 2011
Skills
Investments, Portfolio Management, Financial Services, Mutual Funds, Wealth Management, Risk Management, Series 7, Retirement Planning, Securities, Equities, Management, Options, Strategic Financial..., Relationship Management, Series 24, Investment Advisory, Financial Planning
Education
Brigham Young University
Bachelor's Degree
TD Ameritrade April 2014 - Present
Investools from TD Ameritrade Holding Corp. October 2011 - March 2014
Investools from TD Ameritrade Holding Corp April 2011 - October 2011
Investools from TD Ameritrade Holding Corp June 2009 - April 2011
Skills
Investments, Portfolio Management, Financial Services, Mutual Funds, Wealth Management, Risk Management, Series 7, Retirement Planning, Securities, Equities, Management, Options, Strategic Financial..., Relationship Management, Series 24, Investment Advisory, Financial Planning
Education
Brigham Young University
Bachelor's Degree
Bob Palfreyman Bob Palfreyman's TD Ameritrade Experience March 2004 - November 2012
Job Platinum Relationship Manager at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial August 2013 - Present
BYU-Idaho December 2013 - Present
University of Phoenix March 2009 - Present
E*TRADE Financial January 2013 - August 2013
TD Ameritrade March 2004 - November 2012
Tracy Unified School District August 2001 - June 2002
Charles Schwab August 2000 - June 2001
Skills
Financial Analysis, Trading, Finance, Management, Investments, Microsoft Office, Strategic Planning, Access, Microsoft Excel, Financial Markets, Coaching, Spanish, Project Management, SAP, Java, SQL, Oracle, Goldmine, Quicken, XBRL, Quickbooks, Great Plains Software
Education
Weber State University 2009 — 2012
Masters of Accounting
Weber State University 2002 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management
Utah Valley University 2005 — 2007
Bachelor of Science (B.S.), Accounting
Brigham Young University 1996 — 2000
Bachelor of Arts (B.A.), Spanish Language and Literature
E*TRADE Financial August 2013 - Present
BYU-Idaho December 2013 - Present
University of Phoenix March 2009 - Present
E*TRADE Financial January 2013 - August 2013
TD Ameritrade March 2004 - November 2012
Tracy Unified School District August 2001 - June 2002
Charles Schwab August 2000 - June 2001
Skills
Financial Analysis, Trading, Finance, Management, Investments, Microsoft Office, Strategic Planning, Access, Microsoft Excel, Financial Markets, Coaching, Spanish, Project Management, SAP, Java, SQL, Oracle, Goldmine, Quicken, XBRL, Quickbooks, Great Plains Software
Education
Weber State University 2009 — 2012
Masters of Accounting
Weber State University 2002 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management
Utah Valley University 2005 — 2007
Bachelor of Science (B.S.), Accounting
Brigham Young University 1996 — 2000
Bachelor of Arts (B.A.), Spanish Language and Literature
Debra Skeele Debra Skeele's TD Ameritrade Experience May 2014 - December 2014
Job Education Professional
Industry Health, Wellness and Fitness
Experience
Vasa Fitness Health Clubs 1995 - Present
TD Ameritrade May 2014 - December 2014
Pfizer December 2005 - November 2009
Johnson & Johnson March 2000 - April 2004
Village Green Family Practice June 1997 - September 1999
Skills
Managed Care, Pharmaceutical Sales, Neurology, Diabetes, Medical Devices, Hospitals, Oncology, Health Education, Pharmaceutical Industry, Cardiology, OB/GYN, Exercise Instruction, Weight Loss Coaching, Physician Relations, Presentations, Nutritional Counseling, Consultative Sales..., Organizing Meetings, Insurance, Medical Terminology, Formulary, Exceed Sales Goals, Interpreting Data, Team Management, Master Scheduling, Customer Focused..., Sales Operations, Healthcare, Leadership, Wellness, Orthopedic, Health Promotion, Exercise Physiology, Clinical Research, Public Speaking, Fitness Consulting, Pain Management, Fitness Training, Fitness, Coaching, Nutrition, Weight Training, Management, Sales
Education
Western Governors University 2015 — 2016
Master’s Degree, Secondary Education - Science
Brigham Young University
Bachelor's Degree, Health Promotion
Brigham Young University
Associate's Degree, Business Administration and Management, General
Vasa Fitness Health Clubs 1995 - Present
TD Ameritrade May 2014 - December 2014
Pfizer December 2005 - November 2009
Johnson & Johnson March 2000 - April 2004
Village Green Family Practice June 1997 - September 1999
Skills
Managed Care, Pharmaceutical Sales, Neurology, Diabetes, Medical Devices, Hospitals, Oncology, Health Education, Pharmaceutical Industry, Cardiology, OB/GYN, Exercise Instruction, Weight Loss Coaching, Physician Relations, Presentations, Nutritional Counseling, Consultative Sales..., Organizing Meetings, Insurance, Medical Terminology, Formulary, Exceed Sales Goals, Interpreting Data, Team Management, Master Scheduling, Customer Focused..., Sales Operations, Healthcare, Leadership, Wellness, Orthopedic, Health Promotion, Exercise Physiology, Clinical Research, Public Speaking, Fitness Consulting, Pain Management, Fitness Training, Fitness, Coaching, Nutrition, Weight Training, Management, Sales
Education
Western Governors University 2015 — 2016
Master’s Degree, Secondary Education - Science
Brigham Young University
Bachelor's Degree, Health Promotion
Brigham Young University
Associate's Degree, Business Administration and Management, General
Paige Scigliano Paige Scigliano's TD Ameritrade Experience April 2013 - December 2013
Job Institutional Operations Associate at Fisher Investments
Industry Financial Services
Experience
Fisher Investments January 2014 - Present
TD Ameritrade April 2013 - December 2013
TD Ameritrade July 2012 - March 2013
TD Ameritrade June 2011 - August 2011
Education
University of Colorado at Boulder 2008 — 2012
Bachelor of Science in Business Administration, Finance
University of New Haven Study Abroad Program Italy 2011 — 2011
Coursework toward B.S. in Business Administration
Birkbeck College, University of London 2010 — 2010
Coursework toward B.S. in Business Administration, Selective Finance Seminar
St. Ignatius College Prep- San Francisco 2004 — 2008
High School Diploma
Fisher Investments January 2014 - Present
TD Ameritrade April 2013 - December 2013
TD Ameritrade July 2012 - March 2013
TD Ameritrade June 2011 - August 2011
Education
University of Colorado at Boulder 2008 — 2012
Bachelor of Science in Business Administration, Finance
University of New Haven Study Abroad Program Italy 2011 — 2011
Coursework toward B.S. in Business Administration
Birkbeck College, University of London 2010 — 2010
Coursework toward B.S. in Business Administration, Selective Finance Seminar
St. Ignatius College Prep- San Francisco 2004 — 2008
High School Diploma
John Ruda's TD Ameritrade Experience September 2011 - Present
Job Director, Institutional Strategic Planning & Analytics
Industry Financial Services
Experience
TD Ameritrade September 2011 - Present
TD Ameritrade March 2008 - September 2011
Merrill Lynch December 2007 - March 2008
Merrill Lynch January 2006 - December 2007
Merrill Lynch August 2004 - January 2006
AT&T August 2003 - August 2004
Neuberger Berman May 2002 - January 2003
Skills
Financial Analysis, Strategic Planning, Business Analytics, Innovation, Competitive Analysis, Sales Compensation, Metrics Analysis, Excel, Executive Level..., Executive Reporting, Sales Analytics, Team Leadership, Strategy, Business Analysis, Analysis, Business Planning, Business Strategy, Corporate Finance, Leadership, Financial Advisory, Forecasting, Investments, Sales, Management, Series 63, Analytics, Market Research, Valuation, Series 7, Budgets, Business Process..., Financial Modeling, Management Consulting, Financial Services, Microsoft Excel, Executive Management, Wealth Management, Investment Advisory, Strategic Financial..., Data Analysis, Finance
Education
Boston University 1999 — 2003
BA
TD Ameritrade September 2011 - Present
TD Ameritrade March 2008 - September 2011
Merrill Lynch December 2007 - March 2008
Merrill Lynch January 2006 - December 2007
Merrill Lynch August 2004 - January 2006
AT&T August 2003 - August 2004
Neuberger Berman May 2002 - January 2003
Skills
Financial Analysis, Strategic Planning, Business Analytics, Innovation, Competitive Analysis, Sales Compensation, Metrics Analysis, Excel, Executive Level..., Executive Reporting, Sales Analytics, Team Leadership, Strategy, Business Analysis, Analysis, Business Planning, Business Strategy, Corporate Finance, Leadership, Financial Advisory, Forecasting, Investments, Sales, Management, Series 63, Analytics, Market Research, Valuation, Series 7, Budgets, Business Process..., Financial Modeling, Management Consulting, Financial Services, Microsoft Excel, Executive Management, Wealth Management, Investment Advisory, Strategic Financial..., Data Analysis, Finance
Education
Boston University 1999 — 2003
BA
Brett Crowther Brett Crowther's TD Ameritrade Experience 2009 - Present
Job Financial Educator at Investools
Industry Financial Services
Experience
TD Ameritrade 2009 - Present
Investools September 2004 - Present
Skills
Public Speaking, Coaching, Mentoring, Strategic Planning, Team Building, Leadership, Investments, Risk Management, Management, Portfolio Management, Customer Service, Entrepreneurship, Leadership Development
Education
Brigham Young University
Bachlor of Arts, Political Science and Government
TD Ameritrade 2009 - Present
Investools September 2004 - Present
Skills
Public Speaking, Coaching, Mentoring, Strategic Planning, Team Building, Leadership, Investments, Risk Management, Management, Portfolio Management, Customer Service, Entrepreneurship, Leadership Development
Education
Brigham Young University
Bachlor of Arts, Political Science and Government
Enya Ting Chun Lee Enya Ting Chun Lee's TD Ameritrade Experience June 2015 - Present
Job Rotational Analyst at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2015 - Present
InterContinental Sydney June 2014 - July 2014
Buttignon Zotti Milan & Co. April 2014 - May 2014
Brafton Inc. September 2013 - November 2013
HTC Taiwan July 2013 - August 2013
Education
Boston University - School of Management 2011 — 2015
Bachelor of Science, Business Administration
Università degli Studi di Padova 2014 — 2014
Economics, Study Abroad via Boston University Management Program
Arcadia High School 2007 — 2011
TD Ameritrade June 2015 - Present
InterContinental Sydney June 2014 - July 2014
Buttignon Zotti Milan & Co. April 2014 - May 2014
Brafton Inc. September 2013 - November 2013
HTC Taiwan July 2013 - August 2013
Education
Boston University - School of Management 2011 — 2015
Bachelor of Science, Business Administration
Università degli Studi di Padova 2014 — 2014
Economics, Study Abroad via Boston University Management Program
Arcadia High School 2007 — 2011
Daniel Freedman's TD Ameritrade Experience June 2012 - September 2013
Job Analytics Lead at Rocket Fuel Inc.
Industry Marketing and Advertising
Experience
Rocket Fuel Inc. September 2013 - Present
TD Ameritrade June 2012 - September 2013
Liberty Mutual Insurance May 2011 - August 2011
American Airlines February 2011 - April 2011
Indiggo Associates May 2010 - August 2010
Skills
Microsoft Office, SQL, SAP, Basecamp, Salesforce.com, Crystal Reports, Workbench, Survey Monkey, Analytics, Online Advertising, Strategy
Education
Boston University - School of Management 2008 — 2012
Bachelor of Science, Business Administration; Organizational Behavior and Finance, 3.61
Sherwood High School 2004 — 2008
Diploma
Rocket Fuel Inc. September 2013 - Present
TD Ameritrade June 2012 - September 2013
Liberty Mutual Insurance May 2011 - August 2011
American Airlines February 2011 - April 2011
Indiggo Associates May 2010 - August 2010
Skills
Microsoft Office, SQL, SAP, Basecamp, Salesforce.com, Crystal Reports, Workbench, Survey Monkey, Analytics, Online Advertising, Strategy
Education
Boston University - School of Management 2008 — 2012
Bachelor of Science, Business Administration; Organizational Behavior and Finance, 3.61
Sherwood High School 2004 — 2008
Diploma
Jeff Novak MBA Jeff Novak MBA's TD Ameritrade Experience March 2015 - Present
Job Investment Consultant at TD Ameritrade
Industry Investment Management
Experience
TD Ameritrade March 2015 - Present
E*TRADE Financial Corporation March 2013 - March 2015
Fidelity Investments January 2012 - March 2013
QBE the Americas 2008 - 2012
Farmers Insurance Group / Foremost Specialty Insurance 2007 - 2008
Bank of America 2006 - 2007
Automobile Club of Southern California 2002 - 2006
Farmers Insurance 1997 - 2002
Skills
Investment Adviser..., Investment Strategies, General Insurance, Commercial Insurance, Claims Management, Series 65, Hold Series 7, Series 63
Education
Brigham Young University
MBA, Business Administration, Management and Operations
California State University
B.S., Finance
TD Ameritrade March 2015 - Present
E*TRADE Financial Corporation March 2013 - March 2015
Fidelity Investments January 2012 - March 2013
QBE the Americas 2008 - 2012
Farmers Insurance Group / Foremost Specialty Insurance 2007 - 2008
Bank of America 2006 - 2007
Automobile Club of Southern California 2002 - 2006
Farmers Insurance 1997 - 2002
Skills
Investment Adviser..., Investment Strategies, General Insurance, Commercial Insurance, Claims Management, Series 65, Hold Series 7, Series 63
Education
Brigham Young University
MBA, Business Administration, Management and Operations
California State University
B.S., Finance
Bernie Post Bernie Post's TD Ameritrade Experience March 2015 - Present
Job Retail Communications at TD Ameritrade
Industry Public Relations and Communications
Experience
TD Ameritrade March 2015 - Present
Spirit Catholic Radio 2010 - Present
Physicians Mutual April 2011 - March 2015
Physicians Mutual 2003 - 2011
Physicians Mutual 2001 - 2003
Precision Industries April 1999 - April 2001
Papillion Times August 1996 - January 1999
Atlantic News-Telegraph March 1995 - August 1996
KCAU Channel 9 September 1992 - May 1994
Skills
Corporate Communications, Internal Communications, Public Relations, Advertising, Copywriting, Adobe Creative Suite, Training, Public Speaking, Marketing Strategy, Management, Digital Photography, Strategic Planning, Direct Mail, Newsletters, Final Cut Pro, Prezi, Video Production, Video Editing, Motion Graphics, Marketing
Education
Briar Cliff University 1990 — 1994
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Roncalli Catholic High School 1986 — 1990
TD Ameritrade March 2015 - Present
Spirit Catholic Radio 2010 - Present
Physicians Mutual April 2011 - March 2015
Physicians Mutual 2003 - 2011
Physicians Mutual 2001 - 2003
Precision Industries April 1999 - April 2001
Papillion Times August 1996 - January 1999
Atlantic News-Telegraph March 1995 - August 1996
KCAU Channel 9 September 1992 - May 1994
Skills
Corporate Communications, Internal Communications, Public Relations, Advertising, Copywriting, Adobe Creative Suite, Training, Public Speaking, Marketing Strategy, Management, Digital Photography, Strategic Planning, Direct Mail, Newsletters, Final Cut Pro, Prezi, Video Production, Video Editing, Motion Graphics, Marketing
Education
Briar Cliff University 1990 — 1994
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Roncalli Catholic High School 1986 — 1990
Jared Bolduc's TD Ameritrade Experience March 2014 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade March 2014 - Present
Fidelity Investments June 2010 - March 2014
Fidelity Investments February 2008 - June 2010
Fidelity Investments June 2007 - February 2008
Skills
Sales, Series 7, Investments, Retirement Planning, Series 63, Microsoft Office, Customer Service, Portfolio Management, Leadership, Finance
Education
Brigham Young University
Bachelor of Applied Science (BASc), Economics
TD Ameritrade March 2014 - Present
Fidelity Investments June 2010 - March 2014
Fidelity Investments February 2008 - June 2010
Fidelity Investments June 2007 - February 2008
Skills
Sales, Series 7, Investments, Retirement Planning, Series 63, Microsoft Office, Customer Service, Portfolio Management, Leadership, Finance
Education
Brigham Young University
Bachelor of Applied Science (BASc), Economics
Dennis Packard, CFP® Dennis Packard, CFP®'s TD Ameritrade Experience March 1999 - January 2006
Job CFP® / Partner at Align Wealth Management
Industry Financial Services
Experience
Align Wealth Management January 2006 - Present
TD Ameritrade March 1999 - January 2006
Dow Jones/ Bridge Financial December 1997 - March 1999
Skills
Investments, Retirement Planning, Cash Flow Management, Financial Planning, Risk Management, Portfolio Management, Estate Planning, College Savings Plans, Investment Advisory, Wealth Management, Strategic Financial..., Cash Flow, Series 7, 401k, Retirement, Investment Strategies, Financial Advisory, Mutual Funds, Finance, Securities, Asset Allocation, Asset Management, Alternative Investments, ETFs, Series 63, IRAs, Investment Management, Retirement Plan..., Pensions, Financial Services, Equities, Fixed Income
Education
Oklahoma State University 1993 — 1997
Bachelors, Finance
Boston University 2008 — 2010
Financial Planning
Align Wealth Management January 2006 - Present
TD Ameritrade March 1999 - January 2006
Dow Jones/ Bridge Financial December 1997 - March 1999
Skills
Investments, Retirement Planning, Cash Flow Management, Financial Planning, Risk Management, Portfolio Management, Estate Planning, College Savings Plans, Investment Advisory, Wealth Management, Strategic Financial..., Cash Flow, Series 7, 401k, Retirement, Investment Strategies, Financial Advisory, Mutual Funds, Finance, Securities, Asset Allocation, Asset Management, Alternative Investments, ETFs, Series 63, IRAs, Investment Management, Retirement Plan..., Pensions, Financial Services, Equities, Fixed Income
Education
Oklahoma State University 1993 — 1997
Bachelors, Finance
Boston University 2008 — 2010
Financial Planning
Samia Tony Nassif's TD Ameritrade Experience May 2015 - Present
Job Intern at TD Ameritrade
Industry
Experience
TD Ameritrade May 2015 - Present
Gamma Phi Beta Sorority December 2013 - Present
General Accounting Office at Boston University January 2015 - Present
Bank of America June 2014 - September 2014
UBS June 2013 - August 2013
Skills
Time Management, Self-starter, Social Media, PowerPoint, Microsoft Office, Microsoft Excel, Creative Problem Solving, Communication, Event Management, Social Media Marketing, Leadership
Education
Boston University 2012 — 2016
Finance and Marketing
Westwood High School 2008 — 2012
TD Ameritrade May 2015 - Present
Gamma Phi Beta Sorority December 2013 - Present
General Accounting Office at Boston University January 2015 - Present
Bank of America June 2014 - September 2014
UBS June 2013 - August 2013
Skills
Time Management, Self-starter, Social Media, PowerPoint, Microsoft Office, Microsoft Excel, Creative Problem Solving, Communication, Event Management, Social Media Marketing, Leadership
Education
Boston University 2012 — 2016
Finance and Marketing
Westwood High School 2008 — 2012
Brian Wilson, CFP® Brian Wilson, CFP®'s TD Ameritrade Experience January 2008 - November 2012
Job Financial Consultant, Certified Financial Planner®
Industry Financial Services
Experience
Fidelity Investments November 2012 - Present
TD Ameritrade January 2008 - November 2012
Edward Jones January 2007 - December 2007
BWilson Enterprises 2001 - 2006
Symantec 1993 - 2001
Skills
Investments, Retirement Planning, Certified Financial..., Investment Management, Investment Strategies, Income for Life, Series 7, Series 66, Financial Planning, Stocks, Mutual Funds, Bonds, ETFs, Fixed Annuities, Variable Annuities, Charitable Gift Planning, Charitable Giving, Investment Portfolio
Education
Brigham Young University
Bachelor of Science (B.S.), Business Management
The American College
Certified Finanical Planner® Certification Eduction Program
The American College
Retirement Income Certified Professional (TM) Education Program
Fidelity Investments November 2012 - Present
TD Ameritrade January 2008 - November 2012
Edward Jones January 2007 - December 2007
BWilson Enterprises 2001 - 2006
Symantec 1993 - 2001
Skills
Investments, Retirement Planning, Certified Financial..., Investment Management, Investment Strategies, Income for Life, Series 7, Series 66, Financial Planning, Stocks, Mutual Funds, Bonds, ETFs, Fixed Annuities, Variable Annuities, Charitable Gift Planning, Charitable Giving, Investment Portfolio
Education
Brigham Young University
Bachelor of Science (B.S.), Business Management
The American College
Certified Finanical Planner® Certification Eduction Program
The American College
Retirement Income Certified Professional (TM) Education Program
Doug Eatough Doug Eatough's TD Ameritrade Experience April 2009 - Present
Job Investools Coach
Industry Financial Services
Experience
TD Ameritrade April 2009 - Present
TD Ameritrade 2003 - 2010
Investools August 2003 - May 2008
Investools August 2003 - May 2008
Investools 2003 - 2004
Fidelity Investments 1991 - 2002
Fidelity Brokerage Services 1991 - 2002
Skills
Investments, Portfolio Management, Investment Strategies, Financial Analysis, Valuation, Mergers & Acquisitions, Trading, Financial Services, Derivatives, Management, Options, Coaching, Capital Markets, Access, Microsoft Excel, Time Management, Series 7, Strategic Financial..., Mutual Funds, Series 63
Education
Brigham Young University 1988 — 1990
MBA, Business
University of Utah 1983 — 1988
BA, Biology/Chemistry
TD Ameritrade April 2009 - Present
TD Ameritrade 2003 - 2010
Investools August 2003 - May 2008
Investools August 2003 - May 2008
Investools 2003 - 2004
Fidelity Investments 1991 - 2002
Fidelity Brokerage Services 1991 - 2002
Skills
Investments, Portfolio Management, Investment Strategies, Financial Analysis, Valuation, Mergers & Acquisitions, Trading, Financial Services, Derivatives, Management, Options, Coaching, Capital Markets, Access, Microsoft Excel, Time Management, Series 7, Strategic Financial..., Mutual Funds, Series 63
Education
Brigham Young University 1988 — 1990
MBA, Business
University of Utah 1983 — 1988
BA, Biology/Chemistry
Patrick Revels Patrick Revels's TD Ameritrade Experience April 2005 - June 2013
Job Vice President, Branch Manager
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
TD Ameritrade April 2005 - June 2013
Waddell & Reed February 2003 - March 2005
MetLife January 2002 - January 2003
Albertsons March 1992 - February 1997
Skills
New Business Development, Operations Management, Coaching, Team Building, Business Strategy, Sales Management, Customer Service, Strategic Financial..., Risk Management, Strategic Planning, Management
Education
Boise State University 1995 — 1999
Bachelor's degree, Business Administration and Management, General
Security Licenses Currently Held
Series 7, 63, 65, 9, 10, State of Nevada Life, Health and Annuities
Fidelity Investments July 2013 - Present
TD Ameritrade April 2005 - June 2013
Waddell & Reed February 2003 - March 2005
MetLife January 2002 - January 2003
Albertsons March 1992 - February 1997
Skills
New Business Development, Operations Management, Coaching, Team Building, Business Strategy, Sales Management, Customer Service, Strategic Financial..., Risk Management, Strategic Planning, Management
Education
Boise State University 1995 — 1999
Bachelor's degree, Business Administration and Management, General
Security Licenses Currently Held
Series 7, 63, 65, 9, 10, State of Nevada Life, Health and Annuities
Phil Bowman's TD Ameritrade Experience April 2011 - October 2013
Job EVP Customer Experience / Chief Maketing Officer
Industry Marketing and Advertising
Experience
PetSmart June 2014 - May 2015
TD Ameritrade April 2011 - October 2013
TD Bank Group May 2008 - April 2011
H&R Block 2004 - 2008
Sprint 1996 - 2004
Circle K 1994 - 1996
PepsiCo Restaurant Group (Now YUM Brands) 1991 - 1994
Zenger-Miller 1983 - 1989
Education
University of Virginia Darden School of Business 1989 — 1991
MBA, Marketing
Brigham Young University 1978 — 1983
BA cum laude, Organizational Communications/Organizational Behavior
PetSmart June 2014 - May 2015
TD Ameritrade April 2011 - October 2013
TD Bank Group May 2008 - April 2011
H&R Block 2004 - 2008
Sprint 1996 - 2004
Circle K 1994 - 1996
PepsiCo Restaurant Group (Now YUM Brands) 1991 - 1994
Zenger-Miller 1983 - 1989
Education
University of Virginia Darden School of Business 1989 — 1991
MBA, Marketing
Brigham Young University 1978 — 1983
BA cum laude, Organizational Communications/Organizational Behavior
Jae Schroeder, CPLP® Jae Schroeder, CPLP®'s TD Ameritrade Experience 2011 - Present
Job L&D Manager, TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade 2011 - Present
Investools 2003 - 2011
Goldman Sachs 2000 - 2001
Franklin Covey 1998 - 2000
Response Analysis 1996 - 1998
Skills
Employee Training, Leadership Development..., Leadership Development, Training Delivery, Program Management, Training, Investments, Leadership, Coaching, Organizational..., Portfolio Management, Performance Management, Analysis, Series 7, Financial Services, Options, Management, Mutual Funds, Risk Management, Equities, E-Learning, Trading, Series 63, FINRA, Organizational..., Strategy, Series 24, Uniform Combined State..., Securities, Retirement, Financial Analysis, Relationship Management, Staff Development, Project Management, Process Improvement, Instructional Design, Instructional Technology, Instructional Systems..., Change Management, Series 66, Retirement Planning, Management Consulting, Sales, Salesforce.com
Education
Utah State University 2013 — 2016
Master's Degree, Instructional Technology & Learning Sciences, 4.0
Brigham Young University 1998 — 2002
Bachelor of Science, Finance, General
TD Ameritrade 2011 - Present
Investools 2003 - 2011
Goldman Sachs 2000 - 2001
Franklin Covey 1998 - 2000
Response Analysis 1996 - 1998
Skills
Employee Training, Leadership Development..., Leadership Development, Training Delivery, Program Management, Training, Investments, Leadership, Coaching, Organizational..., Portfolio Management, Performance Management, Analysis, Series 7, Financial Services, Options, Management, Mutual Funds, Risk Management, Equities, E-Learning, Trading, Series 63, FINRA, Organizational..., Strategy, Series 24, Uniform Combined State..., Securities, Retirement, Financial Analysis, Relationship Management, Staff Development, Project Management, Process Improvement, Instructional Design, Instructional Technology, Instructional Systems..., Change Management, Series 66, Retirement Planning, Management Consulting, Sales, Salesforce.com
Education
Utah State University 2013 — 2016
Master's Degree, Instructional Technology & Learning Sciences, 4.0
Brigham Young University 1998 — 2002
Bachelor of Science, Finance, General
Sheridan Bristow Sheridan Bristow's TD Ameritrade Experience May 2009 - July 2013
Job Corporate Recruiter at Jacobsen Construction
Industry Construction
Experience
Jacobsen Construction June 2015 - Present
BCR Companies July 2013 - June 2015
InsideSales.com December 2013 - October 2014
TD Ameritrade May 2009 - July 2013
BCR Companies November 2006 - May 2009
Govig & Associates September 2002 - November 2006
Skills
Sales, Management, Leadership, Team Leadership, Investments, Sales Management, Financial Services, Business Development, Talent Management, SaaS, Contract Negotiation, Salesforce.com, Account Management, Strategy, Selling, Insurance, CRM, Executive Management, Risk Management, Team Building, Business Strategy, Direct Sales, New Business Development, Construction, Management Consulting, Start-ups, Executive Sales..., Inside Sales, Talent Acquisition, Recruiting, College Recruiting
Education
Brigham Young University 1997 — 2001
BS, International Trade and Finance
Grey High School 1992 — 1994
Jacobsen Construction June 2015 - Present
BCR Companies July 2013 - June 2015
InsideSales.com December 2013 - October 2014
TD Ameritrade May 2009 - July 2013
BCR Companies November 2006 - May 2009
Govig & Associates September 2002 - November 2006
Skills
Sales, Management, Leadership, Team Leadership, Investments, Sales Management, Financial Services, Business Development, Talent Management, SaaS, Contract Negotiation, Salesforce.com, Account Management, Strategy, Selling, Insurance, CRM, Executive Management, Risk Management, Team Building, Business Strategy, Direct Sales, New Business Development, Construction, Management Consulting, Start-ups, Executive Sales..., Inside Sales, Talent Acquisition, Recruiting, College Recruiting
Education
Brigham Young University 1997 — 2001
BS, International Trade and Finance
Grey High School 1992 — 1994
James Schramm's TD Ameritrade Experience November 2010 - November 2011
Job Financial Advisor at Schramm Financial
Industry Financial Services
Experience
Schramm Financial April 2015 - Present
Fidelity Investments October 2011 - April 2015
TD Ameritrade November 2010 - November 2011
Merrill Lynch November 2009 - November 2010
Heritage Financial Group Inc. April 2009 - November 2009
Education
Brigham Young University 2002 — 2008
Business Management, Financial Services
Brigham Young University 2002 — 2008
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Hart High School
Hart High School
Schramm Financial April 2015 - Present
Fidelity Investments October 2011 - April 2015
TD Ameritrade November 2010 - November 2011
Merrill Lynch November 2009 - November 2010
Heritage Financial Group Inc. April 2009 - November 2009
Education
Brigham Young University 2002 — 2008
Business Management, Financial Services
Brigham Young University 2002 — 2008
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Hart High School
Hart High School
Dan Petersen, CRPC® Dan Petersen, CRPC®'s TD Ameritrade Experience March 2010 - May 2011
Job Regional Portfolio Specialist
Industry Financial Services
Experience
IndexIQ December 2012 - Present
ING Financial Partners May 2011 - December 2012
TD Ameritrade March 2010 - May 2011
Citi June 2005 - March 2010
AXA Advisors March 2004 - June 2005
MetLife May 2003 - March 2004
Skills
CRPC, Series 7, Series 66, ETFs, Alternative Investments, Investment Strategies, Asset Allocation, Mutual Funds, Wealth Management, Retirement Planning, Investment Advisory, Securities, Retirement, Financial Advisory
Education
CW Post Long Island University 2011 — 2012
Financial Planning Certificate Program, Financial Planning and Services
College for Financial Planning 2008 — 2009
Chartered Retirement Planning Counselor, Financial Planning
Binghamton University - School of Management 1999 — 2003
Business, Finance, Management Information Systems
Wantagh
IndexIQ December 2012 - Present
ING Financial Partners May 2011 - December 2012
TD Ameritrade March 2010 - May 2011
Citi June 2005 - March 2010
AXA Advisors March 2004 - June 2005
MetLife May 2003 - March 2004
Skills
CRPC, Series 7, Series 66, ETFs, Alternative Investments, Investment Strategies, Asset Allocation, Mutual Funds, Wealth Management, Retirement Planning, Investment Advisory, Securities, Retirement, Financial Advisory
Education
CW Post Long Island University 2011 — 2012
Financial Planning Certificate Program, Financial Planning and Services
College for Financial Planning 2008 — 2009
Chartered Retirement Planning Counselor, Financial Planning
Binghamton University - School of Management 1999 — 2003
Business, Finance, Management Information Systems
Wantagh
ISMAIL SADIK ISMAIL SADIK's TD Ameritrade Experience October 2014 - November 2014
Job Lead Medical Admin. at Massachusetts Eye and Ear Infirmary
Industry Hospital & Health Care
Experience
Massachusetts Eye and Ear Infirmary February 2011 - Present
TD Ameritrade October 2014 - November 2014
Skills
Communication Skills, Committed to..., Highly motivated..., Exceptional People..., Team Management, Medical Records, Healthcare Management, Research, Social Networking, HIPAA, Leadership, Financial Planning, Management, Microsoft Excel, Financial Analysis, Customer Service, Healthcare, PowerPoint, Hospitals, Healthcare Information...
Education
Suffolk University 2014 — 2016
Master of Business Administration (M.B.A.), MBA/Master's in Finance, 3.6
Northeastern University 2010 — 2014
Health/Business Management, Business Administration/HealthCare, 3.7
Boston University
Massachusetts Eye and Ear Infirmary February 2011 - Present
TD Ameritrade October 2014 - November 2014
Skills
Communication Skills, Committed to..., Highly motivated..., Exceptional People..., Team Management, Medical Records, Healthcare Management, Research, Social Networking, HIPAA, Leadership, Financial Planning, Management, Microsoft Excel, Financial Analysis, Customer Service, Healthcare, PowerPoint, Hospitals, Healthcare Information...
Education
Suffolk University 2014 — 2016
Master of Business Administration (M.B.A.), MBA/Master's in Finance, 3.6
Northeastern University 2010 — 2014
Health/Business Management, Business Administration/HealthCare, 3.7
Boston University
Ari Cohen, MS Ari Cohen, MS's TD Ameritrade Experience October 2006 - May 2007
Job Part Time, Online Market Researcher
Industry Financial Services
Experience
Whale Path, Inc. February 2014 - Present
American Prosperity Group August 2008 - March 2011
TD Ameritrade October 2006 - May 2007
Washington Mutual December 2004 - September 2006
AXA Financial Advisors June 2003 - January 2004
Skills
Leadership, Investments, Strategic Financial..., Retirement Planning, Sales, Retirement, Mutual Funds, Financial Modeling, Public Speaking, Valuation, Investment Strategies, Financial Services, Capital Markets, Strategic Planning, Estate Planning, Finance, Training, Fixed Annuities, Banking, Portfolio Management, Financial Planning
Education
Pace University 2013 — 2014
Masters in Finance, Finance
Boston University 1993 — 1998
B.A., Psychology
Investment Banking Institute New
Whale Path, Inc. February 2014 - Present
American Prosperity Group August 2008 - March 2011
TD Ameritrade October 2006 - May 2007
Washington Mutual December 2004 - September 2006
AXA Financial Advisors June 2003 - January 2004
Skills
Leadership, Investments, Strategic Financial..., Retirement Planning, Sales, Retirement, Mutual Funds, Financial Modeling, Public Speaking, Valuation, Investment Strategies, Financial Services, Capital Markets, Strategic Planning, Estate Planning, Finance, Training, Fixed Annuities, Banking, Portfolio Management, Financial Planning
Education
Pace University 2013 — 2014
Masters in Finance, Finance
Boston University 1993 — 1998
B.A., Psychology
Investment Banking Institute New
Micah Kempton's TD Ameritrade Experience July 2013 - Present
Job Sr. Project Content Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2013 - Present
TD Ameritrade 2007 - June 2013
ATM Unlimited Inc. 2002 - 2005
Skills
Management Consulting, Unix, Investment Management, Technical Analysis, Trading, Options, Equities, Financial Markets, Investments, Portfolio Management, Risk Management, Derivatives, Securities, Fixed Income, E-Learning, Project Management, Trading Systems, Mutual Funds, Asset Allocation, Asset Management, Financial Services, Equity Trading
Education
Brigham Young University - Hawaii 2000 — 2004
Bachelors of Science, Pre Professional Biology, Minors Bio-Chemistry & Spanish, 3.2
TD Ameritrade July 2013 - Present
TD Ameritrade 2007 - June 2013
ATM Unlimited Inc. 2002 - 2005
Skills
Management Consulting, Unix, Investment Management, Technical Analysis, Trading, Options, Equities, Financial Markets, Investments, Portfolio Management, Risk Management, Derivatives, Securities, Fixed Income, E-Learning, Project Management, Trading Systems, Mutual Funds, Asset Allocation, Asset Management, Financial Services, Equity Trading
Education
Brigham Young University - Hawaii 2000 — 2004
Bachelors of Science, Pre Professional Biology, Minors Bio-Chemistry & Spanish, 3.2
Brett Waterfield Brett Waterfield's TD Ameritrade Experience 2004 - 2008
Job Senior Vice President Division Manager at LPL Financial
Industry Financial Services
Experience
LPL Financial March 2015 - Present
LPL June 2008 - March 2015
TD Ameritrade 2004 - 2008
Federated Investors 2001 - 2004
Talbot Financial 1999 - 2001
Raymond James 1997 - 1999
US Army 1992 - 1997
Skills
Series 7, Series 66, CFP
Education
Boston University Questrom School of Business 2008 — 2011
MS, Banking and Financial Services
Michigan State University 1995 — 1998
BA, Finance
LPL Financial March 2015 - Present
LPL June 2008 - March 2015
TD Ameritrade 2004 - 2008
Federated Investors 2001 - 2004
Talbot Financial 1999 - 2001
Raymond James 1997 - 1999
US Army 1992 - 1997
Skills
Series 7, Series 66, CFP
Education
Boston University Questrom School of Business 2008 — 2011
MS, Banking and Financial Services
Michigan State University 1995 — 1998
BA, Finance
Curt Radetich, MBA's TD Ameritrade Experience 2009 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade 2009 - Present
E*TRADE Financial 2006 - 2009
Huntington Beach Chamber 2002 - 2006
Charles Schwab 1999 - 2006
Franklin Templeton Investments 1986 - 1999
Dale Carnegie Training 1994 - 1995
Skills
Public Speaking, Past President of..., Graduate Assistant at..., Mutual Funds, Investments, Portfolio Management, Wealth Management, Trading, Fixed Income, ETFs, Series 7, Risk Management, Asset Allocation, Financial Planning, Financial Analysis, Compliance, Securities, Equities, Customer Relations, Banking, Series 63, Asset Management, Excel, Options, Analytics, Analysis, PowerPoint, Product Management, Retirement Planning, Outlook, Team Building, Insurance, Business Strategy, Salesforce.com, Customer Service, Estate Planning, Alternative Investments, Market Research, Strategic Planning, Business Analysis, Financial Reporting, Marketing Strategy, Bonds, Finance, Series 24, Wealth Management..., Investment Advisory, FINRA, Uniform Combined State..., Strategic Financial...
Education
Boston University 2013 — 2015
CFP Certification, Financial Planning and Services
St. Mary's College of California 2010 — 2011
Masters of Business Administration, Business
San Jose State University 1987 — 1992
BS, Management
Cañada College 1982 — 1985
AA, Associate Arts
San Carlos High School
TD Ameritrade 2009 - Present
E*TRADE Financial 2006 - 2009
Huntington Beach Chamber 2002 - 2006
Charles Schwab 1999 - 2006
Franklin Templeton Investments 1986 - 1999
Dale Carnegie Training 1994 - 1995
Skills
Public Speaking, Past President of..., Graduate Assistant at..., Mutual Funds, Investments, Portfolio Management, Wealth Management, Trading, Fixed Income, ETFs, Series 7, Risk Management, Asset Allocation, Financial Planning, Financial Analysis, Compliance, Securities, Equities, Customer Relations, Banking, Series 63, Asset Management, Excel, Options, Analytics, Analysis, PowerPoint, Product Management, Retirement Planning, Outlook, Team Building, Insurance, Business Strategy, Salesforce.com, Customer Service, Estate Planning, Alternative Investments, Market Research, Strategic Planning, Business Analysis, Financial Reporting, Marketing Strategy, Bonds, Finance, Series 24, Wealth Management..., Investment Advisory, FINRA, Uniform Combined State..., Strategic Financial...
Education
Boston University 2013 — 2015
CFP Certification, Financial Planning and Services
St. Mary's College of California 2010 — 2011
Masters of Business Administration, Business
San Jose State University 1987 — 1992
BS, Management
Cañada College 1982 — 1985
AA, Associate Arts
San Carlos High School
Matthew Bott, MBA Matthew Bott, MBA's TD Ameritrade Experience June 2008 - November 2008
Job Government and Community Affairs Officer at Sound Transit
Industry Government Relations
Experience
Leadership Eastside August 2011 - Present
Economic Vitality Commission, City of Issaquah May 2012 - Present
Eastside Business Alliance January 2013 - Present
Western Association of Chamber Executives May 2014 - Present
Sound Transit February 2015 - Present
Western Association of Chamber Executives (W.A.C.E) February 2014 - February 2015
The Greater Issaquah Chamber of Commerce February 2009 - January 2015
TD Ameritrade June 2008 - November 2008
Kappa Sigma Fraternity March 2003 - June 2008
Kappa Sigma Fraternity January 2001 - March 2002
Skills
Strategy Implementation, Portfolio Management, Leadership, Training, Business Analysis, Fundraising, Non-profits, Public Speaking, Business Development, Marketing, Strategic Planning, Event Planning, Government, Program Management, Project Management, Nonprofits, Strategy, Social Media, Leadership Development, Customer Service, Small Business, Management, Media Relations, Community Outreach, Management Consulting, Public Relations, Budgets, Entrepreneurship, Operations Management, Program Development, Start-ups, Organizational..., Volunteer Management, Business Strategy, Risk Management, Press Releases, Executive Management, Team Building, Recruiting, Research, Coaching, Analysis, Board Development, Social Media Marketing, Consulting, Marketing Strategy, Grant Writing, Event Management, Political Campaigns, Team Leadership
Education
The George Washington University 2004 — 2007
Masters of Business Administration, Marketing, Strategy, International Business
Boise State University 1995 — 2000
Double Major, BA (Political Science) BA Criminal Justice, Political Science and Criminal Justice
Leadership Eastside August 2011 - Present
Economic Vitality Commission, City of Issaquah May 2012 - Present
Eastside Business Alliance January 2013 - Present
Western Association of Chamber Executives May 2014 - Present
Sound Transit February 2015 - Present
Western Association of Chamber Executives (W.A.C.E) February 2014 - February 2015
The Greater Issaquah Chamber of Commerce February 2009 - January 2015
TD Ameritrade June 2008 - November 2008
Kappa Sigma Fraternity March 2003 - June 2008
Kappa Sigma Fraternity January 2001 - March 2002
Skills
Strategy Implementation, Portfolio Management, Leadership, Training, Business Analysis, Fundraising, Non-profits, Public Speaking, Business Development, Marketing, Strategic Planning, Event Planning, Government, Program Management, Project Management, Nonprofits, Strategy, Social Media, Leadership Development, Customer Service, Small Business, Management, Media Relations, Community Outreach, Management Consulting, Public Relations, Budgets, Entrepreneurship, Operations Management, Program Development, Start-ups, Organizational..., Volunteer Management, Business Strategy, Risk Management, Press Releases, Executive Management, Team Building, Recruiting, Research, Coaching, Analysis, Board Development, Social Media Marketing, Consulting, Marketing Strategy, Grant Writing, Event Management, Political Campaigns, Team Leadership
Education
The George Washington University 2004 — 2007
Masters of Business Administration, Marketing, Strategy, International Business
Boise State University 1995 — 2000
Double Major, BA (Political Science) BA Criminal Justice, Political Science and Criminal Justice
Joshua Johnstun Joshua Johnstun's TD Ameritrade Experience February 2013 - July 2013
Job Marketing Channel Copywriter at Young Living Essential Oils
Industry Writing and Editing
Experience
Young Living Essential Oils May 2015 - Present
Jamberry Nails December 2014 - Present
5celsius April 2012 - Present
ARIIX December 2013 - July 2014
TD Ameritrade February 2013 - July 2013
Overstock.com June 2010 - February 2013
Wing April 2009 - October 2009
Wing January 2009 - April 2009
Skills
Editing, Writing, Web Content, Proofreading, Press Releases, Marketing, Copywriting, HTML, Copy Editing, Blogging, Content Strategy, Editorial, AP Style, Creative Writing, Social Media, Social Media Marketing, Digital Media, Advertising, Marketing Communications, Technical Writing, Facebook, SEO copywriting, Newsletters, Video
Education
Brigham Young University - Idaho 2001 — 2008
Bachelor of Science, Communication
Young Living Essential Oils May 2015 - Present
Jamberry Nails December 2014 - Present
5celsius April 2012 - Present
ARIIX December 2013 - July 2014
TD Ameritrade February 2013 - July 2013
Overstock.com June 2010 - February 2013
Wing April 2009 - October 2009
Wing January 2009 - April 2009
Skills
Editing, Writing, Web Content, Proofreading, Press Releases, Marketing, Copywriting, HTML, Copy Editing, Blogging, Content Strategy, Editorial, AP Style, Creative Writing, Social Media, Social Media Marketing, Digital Media, Advertising, Marketing Communications, Technical Writing, Facebook, SEO copywriting, Newsletters, Video
Education
Brigham Young University - Idaho 2001 — 2008
Bachelor of Science, Communication
Poornima Sravanthi Pasi Poornima Sravanthi Pasi's TD Ameritrade Experience February 2010 - March 2012
Job Software Engineer at BoardVantage
Industry Computer Software
Experience
BoardVantage July 2013 - Present
FX Palo Alto Laboratory September 2012 - June 2013
Cisco Systems March 2012 - September 2012
TD Ameritrade February 2010 - March 2012
Astograph Inc February 2009 - February 2010
Skills
JDBC, Servlets, Struts, JUnit, Spring, Hibernate, JMS, XML, Tomcat, AngularJS, JavaScript, JSP, SQL, Java, Oracle, MySQL, Agile Methodologies, Maven, Eclipse, Ant, Core Java, Design Patterns, EJB, Web Services, jQuery, AJAX, JSON, JBoss Application Server, Unix, Subversion, Weblogic, JNDI, ClearCase, Log4j, Parsing, Ext JS, I18n, jQuery Mobile, HTML 5, Spring Framework
Education
Bradley University 2007 — 2008
Master of Science (MS), Computer Science, A
GITAM 2003 — 2007
Bachelor's degree, Computer Science, A
BoardVantage July 2013 - Present
FX Palo Alto Laboratory September 2012 - June 2013
Cisco Systems March 2012 - September 2012
TD Ameritrade February 2010 - March 2012
Astograph Inc February 2009 - February 2010
Skills
JDBC, Servlets, Struts, JUnit, Spring, Hibernate, JMS, XML, Tomcat, AngularJS, JavaScript, JSP, SQL, Java, Oracle, MySQL, Agile Methodologies, Maven, Eclipse, Ant, Core Java, Design Patterns, EJB, Web Services, jQuery, AJAX, JSON, JBoss Application Server, Unix, Subversion, Weblogic, JNDI, ClearCase, Log4j, Parsing, Ext JS, I18n, jQuery Mobile, HTML 5, Spring Framework
Education
Bradley University 2007 — 2008
Master of Science (MS), Computer Science, A
GITAM 2003 — 2007
Bachelor's degree, Computer Science, A
Bernard Klein Bernard Klein's TD Ameritrade Experience May 2013 - Present
Job Strategy, Technology & Investments
Industry Banking
Experience
Blooming Sky January 2015 - Present
TD Ameritrade May 2013 - Present
Standard Cocoa September 2012 - December 2014
Bonobos April 2012 - May 2013
Deutsche Bank September 2009 - April 2012
Skills
UX Research, Leadership, E-commerce, Financial Modeling, Analysis, Strategy, Investment Banking, Real Estate Investments, Finance, Banking, Start-ups
Education
Binghamton University - School of Management 2005 — 2009
BS Management, Finance, Leadership & Consulting
Blooming Sky January 2015 - Present
TD Ameritrade May 2013 - Present
Standard Cocoa September 2012 - December 2014
Bonobos April 2012 - May 2013
Deutsche Bank September 2009 - April 2012
Skills
UX Research, Leadership, E-commerce, Financial Modeling, Analysis, Strategy, Investment Banking, Real Estate Investments, Finance, Banking, Start-ups
Education
Binghamton University - School of Management 2005 — 2009
BS Management, Finance, Leadership & Consulting
Megan Ohler's TD Ameritrade Experience March 2012 - September 2012
Job Client Service Specialist/Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2012 - Present
TD Ameritrade March 2012 - September 2012
Spooner Incorporated December 2010 - March 2012
Medina County Juvenile Detention Center April 2009 - September 2010
Wood County Juvenile Detention Center August 2007 - March 2008
BGSU January 2006 - January 2007
Northeast Care Center December 2002 - January 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Teaching, Public Speaking, Negotiation, Workers Compensation, Community Outreach, Nonprofits, Fundraising, Analysis, Project Management, Training, Process Improvement
Education
Bowling Green State University 2004 — 2008
Bachelor of Science (B.S.), Human Development and Family Studies, General
Charles Schwab November 2012 - Present
TD Ameritrade March 2012 - September 2012
Spooner Incorporated December 2010 - March 2012
Medina County Juvenile Detention Center April 2009 - September 2010
Wood County Juvenile Detention Center August 2007 - March 2008
BGSU January 2006 - January 2007
Northeast Care Center December 2002 - January 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Teaching, Public Speaking, Negotiation, Workers Compensation, Community Outreach, Nonprofits, Fundraising, Analysis, Project Management, Training, Process Improvement
Education
Bowling Green State University 2004 — 2008
Bachelor of Science (B.S.), Human Development and Family Studies, General
Katharine Pritsos's TD Ameritrade Experience 2002 - 2003
Job Relationship Manager Registered Investment Advisors, Money Managers, Hedge Funds & Institutional Investor Relations
Industry Investment Banking
Experience
RBC Capital Markets June 2010 - May 2015
J.P. Morgan (Bear, Stearns & Co.) November 2004 - June 2010
TD Ameritrade 2002 - 2003
TD Ameritrade 2000 - 2002
Neuberger Berman 1998 - 2000
Skills
Series 7, Securities, Series 63, Financial Services, Wealth Management, Investment Advisory, Relationship Management, Mutual Funds, Retirement Planning, Retirement, Bloomberg Terminal, Prime Brokerage, Equities, Capital Markets, Investments, Fixed Income, FINRA, Alternative Investments, Bloomberg, Asset Management, Options, Financial Markets, Trading Systems, Settlement, Corporate Actions, AML, Risk Management, KYC, Bonds, Due Diligence, ETFs, High Net Worth..., Hedge Funds, Trading, Back Office, Global Custody, Financial Risk, FX Options, Equity Trading, Equity Derivatives, Wealth, Private Banking, Anti Money Laundering, Portfolio Management, Management
Education
Boston University Questrom School of Business 1994 — 1998
BSBA, Management
RBC Capital Markets June 2010 - May 2015
J.P. Morgan (Bear, Stearns & Co.) November 2004 - June 2010
TD Ameritrade 2002 - 2003
TD Ameritrade 2000 - 2002
Neuberger Berman 1998 - 2000
Skills
Series 7, Securities, Series 63, Financial Services, Wealth Management, Investment Advisory, Relationship Management, Mutual Funds, Retirement Planning, Retirement, Bloomberg Terminal, Prime Brokerage, Equities, Capital Markets, Investments, Fixed Income, FINRA, Alternative Investments, Bloomberg, Asset Management, Options, Financial Markets, Trading Systems, Settlement, Corporate Actions, AML, Risk Management, KYC, Bonds, Due Diligence, ETFs, High Net Worth..., Hedge Funds, Trading, Back Office, Global Custody, Financial Risk, FX Options, Equity Trading, Equity Derivatives, Wealth, Private Banking, Anti Money Laundering, Portfolio Management, Management
Education
Boston University Questrom School of Business 1994 — 1998
BSBA, Management
Mark Leventhal's TD Ameritrade Experience June 2011 - October 2012
Job Luxury Real Estate
Industry Real Estate
Experience
Douglas Elliman Real Estate January 2013 - Present
TD Ameritrade June 2011 - October 2012
Hudson Securities Corp. 2002 - 2010
Schwab Capital Markets 1989 - 2002
Skills
Capital Markets, Management, Equity Trading, Domestic and Foreign..., Market Making, Order Flow Management, Maintaining Strong..., Retail Sales Supervision, Investment Consulting, Series 7, Series 24, Series 55, Series 63, Series 66, FINRA, Equities, Uniform Combined State..., Prime Brokerage, Trading, Strategy, Fixed Income, Financial Risk, Financial Markets, Investments, Trading Systems, Market Data, Risk Management, Securities, Options, Investment Advisory..., Investment Banking, Trading Strategies, Stocks, Financial Services, Hedge Funds, Electronic Trading, Real Estate, Real Estate Transactions, Real Estate License, Sales, CRM
Education
Boston University
Great Neck North
Douglas Elliman Real Estate January 2013 - Present
TD Ameritrade June 2011 - October 2012
Hudson Securities Corp. 2002 - 2010
Schwab Capital Markets 1989 - 2002
Skills
Capital Markets, Management, Equity Trading, Domestic and Foreign..., Market Making, Order Flow Management, Maintaining Strong..., Retail Sales Supervision, Investment Consulting, Series 7, Series 24, Series 55, Series 63, Series 66, FINRA, Equities, Uniform Combined State..., Prime Brokerage, Trading, Strategy, Fixed Income, Financial Risk, Financial Markets, Investments, Trading Systems, Market Data, Risk Management, Securities, Options, Investment Advisory..., Investment Banking, Trading Strategies, Stocks, Financial Services, Hedge Funds, Electronic Trading, Real Estate, Real Estate Transactions, Real Estate License, Sales, CRM
Education
Boston University
Great Neck North
Frank Pitten Frank Pitten's TD Ameritrade Experience June 2012 - Present
Job National Sales Manager, Retirement Plan Services at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2012 - Present
ING April 2006 - December 2011
Persumma 2000 - 2001
BankBoston January 1995 - February 2000
BankBoston February 1992 - December 1994
BankBoston February 1990 - January 1992
Skills
Mutual Funds, Series 7, Financial Services, 401k, Series 63, Sales, Series 6
Education
D'Amore-McKim School of Business at Northeastern University 1984 — 1986
MBA, Marketing, Finance
Bowling Green State University 1980 — 1984
BSBA, Marketing
TD Ameritrade June 2012 - Present
ING April 2006 - December 2011
Persumma 2000 - 2001
BankBoston January 1995 - February 2000
BankBoston February 1992 - December 1994
BankBoston February 1990 - January 1992
Skills
Mutual Funds, Series 7, Financial Services, 401k, Series 63, Sales, Series 6
Education
D'Amore-McKim School of Business at Northeastern University 1984 — 1986
MBA, Marketing, Finance
Bowling Green State University 1980 — 1984
BSBA, Marketing
Daniella Pitaro's TD Ameritrade Experience June 2013 - Present
Job Analyst at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2013 - Present
Europe Economics February 2012 - April 2012
Boston University AdLab September 2010 - December 2010
Yumnuts May 2010 - August 2010
Millpond Pediatrics/Westchester Health Associates June 2004 - August 2009
Skills
Analysis, SQL, Data Analysis, PowerPoint, Research, Economics, Microsoft Excel, Tableau, Netezza, Social Media Marketing, Market Research, Financial Analysis, Facebook, Microsoft Office, Business Strategy, Sales, Advertising, Public Speaking, Event Planning
Education
Boston University Questrom School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), International Business and Finance
Boston University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Somers High School
TD Ameritrade June 2013 - Present
Europe Economics February 2012 - April 2012
Boston University AdLab September 2010 - December 2010
Yumnuts May 2010 - August 2010
Millpond Pediatrics/Westchester Health Associates June 2004 - August 2009
Skills
Analysis, SQL, Data Analysis, PowerPoint, Research, Economics, Microsoft Excel, Tableau, Netezza, Social Media Marketing, Market Research, Financial Analysis, Facebook, Microsoft Office, Business Strategy, Sales, Advertising, Public Speaking, Event Planning
Education
Boston University Questrom School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), International Business and Finance
Boston University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Somers High School
Erik Blankmeyer Erik Blankmeyer's TD Ameritrade Experience May 2008 - Present
Job I am an innovator and trusted friend. I lead my clients to a better experience and lifestyle.
Industry Financial Services
Experience
TD Ameritrade May 2008 - Present
AssetMark Investment Services 2006 - 2008
1st Global 2002 - 2005
Salomon Brothers 1998 - 2002
Merrill Lynch 1994 - 1998
Skills
Investments, Financial Services, Business Development, Finance, Institutional Sales, Strategic Planning, Enterprise Software, Series 7, Series 63, Mutual Funds, Wealth Management, Asset Allocation, Consulting, Consultative Sales..., Project Management, Sales Management, Salesforce.com, Investment Management, Investment Advisory
Education
Brigham Young University 1992 — 1994
B.S., Economics
TD Ameritrade May 2008 - Present
AssetMark Investment Services 2006 - 2008
1st Global 2002 - 2005
Salomon Brothers 1998 - 2002
Merrill Lynch 1994 - 1998
Skills
Investments, Financial Services, Business Development, Finance, Institutional Sales, Strategic Planning, Enterprise Software, Series 7, Series 63, Mutual Funds, Wealth Management, Asset Allocation, Consulting, Consultative Sales..., Project Management, Sales Management, Salesforce.com, Investment Management, Investment Advisory
Education
Brigham Young University 1992 — 1994
B.S., Economics
Angela Flowers Angela Flowers's TD Ameritrade Experience August 2009 - Present
Job VP Institutional Sales at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2009 - Present
Jefferson National December 2003 - August 2009
Merrill Lynch October 2000 - May 2002
Skills
Competitive Analysis, Series 63, Portfolio Management, Risk Management, Series 7, Wealth Management, Retirement Planning, Securities, Mutual Funds, Marketing, Asset Management, Management Consulting, Life Insurance, Investments, Relationship Management, Investment Advisory, Asset Allocation, Sales, Equities, Finance
Education
University of Notre Dame 2011 — 2012
Executive Certificate in Negotiation, Mendoza School of Business
Boston University 2008 — 2010
CFP
Youngstown State University 1990 — 1994
BS, Pre Med/University Honors Program
TD Ameritrade August 2009 - Present
Jefferson National December 2003 - August 2009
Merrill Lynch October 2000 - May 2002
Skills
Competitive Analysis, Series 63, Portfolio Management, Risk Management, Series 7, Wealth Management, Retirement Planning, Securities, Mutual Funds, Marketing, Asset Management, Management Consulting, Life Insurance, Investments, Relationship Management, Investment Advisory, Asset Allocation, Sales, Equities, Finance
Education
University of Notre Dame 2011 — 2012
Executive Certificate in Negotiation, Mendoza School of Business
Boston University 2008 — 2010
CFP
Youngstown State University 1990 — 1994
BS, Pre Med/University Honors Program
Matthew Ehle's TD Ameritrade Experience October 2015 - Present
Job Senior Security Engineer at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade October 2015 - Present
Micro Focus October 2011 - October 2015
Church of Jesus Christ of Latter-day Saints May 2011 - November 2011
Affiliated Computer Services January 2011 - May 2011
Affiliated Computer Services June 2009 - January 2011
Novell June 2008 - June 2009
Skills
Information Security, NetIQ Access Manager, NetIQ CloudAccess, SSL, Encryption, A10, Apache, Linux, System Administration, Content Delivery, Web Applications, JBoss Application Server, Tomcat, Java, Bash, Powershell, SQL, XML, TCP/IP, Oracle Access Manager, Oracle Identity..., iChain, LoadRunner, Test Automation, Selenium, Agile Methodologies, JavaScript
Education
Brigham Young University 2007 — 2011
Information Systems, Business
TD Ameritrade October 2015 - Present
Micro Focus October 2011 - October 2015
Church of Jesus Christ of Latter-day Saints May 2011 - November 2011
Affiliated Computer Services January 2011 - May 2011
Affiliated Computer Services June 2009 - January 2011
Novell June 2008 - June 2009
Skills
Information Security, NetIQ Access Manager, NetIQ CloudAccess, SSL, Encryption, A10, Apache, Linux, System Administration, Content Delivery, Web Applications, JBoss Application Server, Tomcat, Java, Bash, Powershell, SQL, XML, TCP/IP, Oracle Access Manager, Oracle Identity..., iChain, LoadRunner, Test Automation, Selenium, Agile Methodologies, JavaScript
Education
Brigham Young University 2007 — 2011
Information Systems, Business
David Caffrey David Caffrey's TD Ameritrade Experience 2005 - 2006
Job Vice President, Client Advisor at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management March 2014 - Present
Placemark Investments 2008 - February 2014
W.P. Stewart 2007 - 2008
Geronimo Financial 2006 - 2007
TD Ameritrade 2005 - 2006
Fidelity Investments 2003 - 2005
Trust Company of America 2000 - June 2003
Education
Boston College
BA, Political Science
University of Denver - Sturm College of Law
JD, Law
J.P. Morgan Asset Management March 2014 - Present
Placemark Investments 2008 - February 2014
W.P. Stewart 2007 - 2008
Geronimo Financial 2006 - 2007
TD Ameritrade 2005 - 2006
Fidelity Investments 2003 - 2005
Trust Company of America 2000 - June 2003
Education
Boston College
BA, Political Science
University of Denver - Sturm College of Law
JD, Law
Clancey Dollard's TD Ameritrade Experience October 2008 - October 2012
Job Director, Service Delivery at iTOK
Industry Information Technology and Services
Experience
iTOK February 2015 - Present
Digity.com November 2013 - February 2015
Digity.com August 2013 - November 2013
Integratechs, Inc May 2013 - July 2013
Integratechs, Inc October 2012 - May 2013
TD Ameritrade October 2008 - October 2012
Investools by TD Ameritrade October 2008 - April 2012
World Financial Group (WFG) September 2004 - September 2008
Firstline Security, Inc April 2005 - August 2008
Skills
Team Building, Complaint Management, Customer Experience, Excel, Micros, Cost Reduction..., Training & Development, Customer Relations, Microsoft Excel, Customer Service, Leadership, Team Leadership, Training, Management, Customer Satisfaction, Integrity, Coaching, Process Improvement, Call Centers, Employee Training, Time Management, Salesforce.com, Finance, Software Documentation, Sales, Analysis, Vendor Management, Business Analysis, Operations Management, Strategy, Account Management, Business Development, Sales Operations, Financial Services, CRM, Customer Retention, Sales Process, Strategic Planning, Microsoft Office
Education
Brigham Young University 2002 — 2005
BS, Financial Services, Spanish
River City High School
iTOK February 2015 - Present
Digity.com November 2013 - February 2015
Digity.com August 2013 - November 2013
Integratechs, Inc May 2013 - July 2013
Integratechs, Inc October 2012 - May 2013
TD Ameritrade October 2008 - October 2012
Investools by TD Ameritrade October 2008 - April 2012
World Financial Group (WFG) September 2004 - September 2008
Firstline Security, Inc April 2005 - August 2008
Skills
Team Building, Complaint Management, Customer Experience, Excel, Micros, Cost Reduction..., Training & Development, Customer Relations, Microsoft Excel, Customer Service, Leadership, Team Leadership, Training, Management, Customer Satisfaction, Integrity, Coaching, Process Improvement, Call Centers, Employee Training, Time Management, Salesforce.com, Finance, Software Documentation, Sales, Analysis, Vendor Management, Business Analysis, Operations Management, Strategy, Account Management, Business Development, Sales Operations, Financial Services, CRM, Customer Retention, Sales Process, Strategic Planning, Microsoft Office
Education
Brigham Young University 2002 — 2005
BS, Financial Services, Spanish
River City High School
Donovan D. Yarbough's TD Ameritrade Experience July 1999 - November 2000
Job Security Director/Account Manager at AlliedBarton Security Services
Industry Airlines/Aviation
Experience
Delta Air Lines November 2010 - Present
AlliedBarton Security Services September 2003 - Present
Ladenburg Thalmann March 2001 - April 2001
TD Ameritrade July 1999 - November 2000
Skills
Budgeting, Strategic Planning, Coaching, Customer Service, Leadership, Public Speaking, Management, Social Media, Team Building, Sales, Marketing, Microsoft Office, Event Planning, Social Media Marketing
Education
Boston College 1995 — 1998
Marketing/Finance
Annandale Sr High 1992 — 1995
Delta Air Lines November 2010 - Present
AlliedBarton Security Services September 2003 - Present
Ladenburg Thalmann March 2001 - April 2001
TD Ameritrade July 1999 - November 2000
Skills
Budgeting, Strategic Planning, Coaching, Customer Service, Leadership, Public Speaking, Management, Social Media, Team Building, Sales, Marketing, Microsoft Office, Event Planning, Social Media Marketing
Education
Boston College 1995 — 1998
Marketing/Finance
Annandale Sr High 1992 — 1995
Connie Hill Connie Hill's TD Ameritrade Experience December 2004 - Present
Job Personal Investing Coach at Investools Investor Education
Industry Financial Services
Experience
TD Ameritrade December 2004 - Present
AMX International February 2001 - December 2004
CompHealth January 1997 - January 2001
CompHealth March 1992 - January 1997
DataPad September 1991 - March 1992
Northwestern Mutual April 1988 - September 1991
Skills
Project Management, Financial Systems..., Budget Process, Helping Clients Succeed, Financial Product..., Instructing individuals..., Trading, Options, Coaching, Analysis, Finance, Strategic Financial..., Strategy, Investments, Financial Planning, Securities, Technical Analysis, Quality Assurance, Financial Analysis, Portfolio Management, Marketing, Financial Services, Budgets, Forecasting, Management, Financial Markets, Employee Training, Accounting, Investment Strategies
Education
Brigham Young University
International Finance
TD Ameritrade December 2004 - Present
AMX International February 2001 - December 2004
CompHealth January 1997 - January 2001
CompHealth March 1992 - January 1997
DataPad September 1991 - March 1992
Northwestern Mutual April 1988 - September 1991
Skills
Project Management, Financial Systems..., Budget Process, Helping Clients Succeed, Financial Product..., Instructing individuals..., Trading, Options, Coaching, Analysis, Finance, Strategic Financial..., Strategy, Investments, Financial Planning, Securities, Technical Analysis, Quality Assurance, Financial Analysis, Portfolio Management, Marketing, Financial Services, Budgets, Forecasting, Management, Financial Markets, Employee Training, Accounting, Investment Strategies
Education
Brigham Young University
International Finance
Karl Palmer Karl Palmer's TD Ameritrade Experience 2003 - 2012
Job Portfolio Specialist with Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2012 - Present
TD Ameritrade 2003 - 2012
Goldman, Sachs & Co June 2000 - November 2001
Fidelity Investments November 1992 - June 2000
Education
Brigham Young University 1988 — 1991
Bachelor of Science, Finance-Business Management
Fidelity Investments December 2012 - Present
TD Ameritrade 2003 - 2012
Goldman, Sachs & Co June 2000 - November 2001
Fidelity Investments November 1992 - June 2000
Education
Brigham Young University 1988 — 1991
Bachelor of Science, Finance-Business Management
Todd Luther Todd Luther's TD Ameritrade Experience July 2014 - Present
Job Managing Director Human Resources at TD Ameritrade
Industry Human Resources
Experience
TD Ameritrade July 2014 - Present
Outlook Nebraska, Inc. (ONI) March 2011 - Present
TD Ameritrade August 2009 - June 2014
Hands & Voices of Nebraska August 2007 - May 2013
HUMANeX Ventures September 2008 - March 2009
First Data Corporation April 1997 - December 2007
Omni Hotels 1992 - 1996
Gordmans 1987 - 1992
Skills
Nonprofits, Personnel Management, Human Resources, Talent Management, Onboarding, HRIS, HR Policies, Benefits Administration, Technical Recruiting, Succession Planning, Employee Engagement, Employee Relations, Talent Acquisition, Employee Benefits, Performance Management, Leadership Development, Change Management, Recruiting, Hiring, Non-profits, Interviews, Mergers & Acquisitions, Coaching, College Recruiting, Leadership, PeopleSoft, Deferred Compensation, Access, Applicant Tracking..., Strategic Human..., Workforce Planning, Management, New Hire Orientations, Employment Law, Organizational..., Team Building, Process Improvement, FMLA, Organizational..., Organizational Design, Executive Coaching, Executive Pay, Training, Payroll, HR Consulting, Conflict Resolution, Labor Relations, Career Development, Executive Management, Employee Training
Education
Briar Cliff University
Bachelor Of Science
Bob Jones University 1983 — 1987
Morningside Christian High School 1979 — 1983
TD Ameritrade July 2014 - Present
Outlook Nebraska, Inc. (ONI) March 2011 - Present
TD Ameritrade August 2009 - June 2014
Hands & Voices of Nebraska August 2007 - May 2013
HUMANeX Ventures September 2008 - March 2009
First Data Corporation April 1997 - December 2007
Omni Hotels 1992 - 1996
Gordmans 1987 - 1992
Skills
Nonprofits, Personnel Management, Human Resources, Talent Management, Onboarding, HRIS, HR Policies, Benefits Administration, Technical Recruiting, Succession Planning, Employee Engagement, Employee Relations, Talent Acquisition, Employee Benefits, Performance Management, Leadership Development, Change Management, Recruiting, Hiring, Non-profits, Interviews, Mergers & Acquisitions, Coaching, College Recruiting, Leadership, PeopleSoft, Deferred Compensation, Access, Applicant Tracking..., Strategic Human..., Workforce Planning, Management, New Hire Orientations, Employment Law, Organizational..., Team Building, Process Improvement, FMLA, Organizational..., Organizational Design, Executive Coaching, Executive Pay, Training, Payroll, HR Consulting, Conflict Resolution, Labor Relations, Career Development, Executive Management, Employee Training
Education
Briar Cliff University
Bachelor Of Science
Bob Jones University 1983 — 1987
Morningside Christian High School 1979 — 1983
Peter Morton Coan Peter Morton Coan's TD Ameritrade Experience 2006 - 2008
Job Senior Financial Writer, First Investors Corporation
Industry Financial Services
Experience
First Investors Corporation January 2012 - Present
Global Financial Services Companies 2008 - January 2012
TD Ameritrade 2006 - 2008
TD Waterhouse 2004 - 2006
JP Morgan Asset Management 1998 - 2004
Citigroup 1997 - 1998
Sports Marketing International 1991 - 1997
World Tennis Magazine 1987 - 1991
Boating Industry Magazine 1982 - 1987
Skills
Corporate Communications, Strategic Communications, Internal Communications, Social Media, Crisis Communications, Public Relations, Marketing Communications, Content Strategy, Speech Writing, Content Development, Financial Services, Communication Training, Copywriting, Integrated Marketing, Advertising, Direct Marketing, Editing, Newsletters, Publications, Magazines, Storytelling, Editorial, Feature Articles
Education
Boston University 1979 — 1981
Masters, Broadcast Journalism
State University of New York at Buffalo 1975 — 1979
BA, English (Honors) and Psychology
First Investors Corporation January 2012 - Present
Global Financial Services Companies 2008 - January 2012
TD Ameritrade 2006 - 2008
TD Waterhouse 2004 - 2006
JP Morgan Asset Management 1998 - 2004
Citigroup 1997 - 1998
Sports Marketing International 1991 - 1997
World Tennis Magazine 1987 - 1991
Boating Industry Magazine 1982 - 1987
Skills
Corporate Communications, Strategic Communications, Internal Communications, Social Media, Crisis Communications, Public Relations, Marketing Communications, Content Strategy, Speech Writing, Content Development, Financial Services, Communication Training, Copywriting, Integrated Marketing, Advertising, Direct Marketing, Editing, Newsletters, Publications, Magazines, Storytelling, Editorial, Feature Articles
Education
Boston University 1979 — 1981
Masters, Broadcast Journalism
State University of New York at Buffalo 1975 — 1979
BA, English (Honors) and Psychology
Nate Cahoon's TD Ameritrade Experience 2000 - 2000
Job Staff Software Engineer & Scrum Master at Premier, Inc
Industry Information Technology and Services
Experience
Premier, Inc September 2014 - Present
Bailie Enterprises September 2013 - Present
Self Employed, Web Developer January 2000 - Present
TheraDoc, a Hospira company June 2011 - September 2014
MedAssets December 2007 - June 2011
McCauley Sound February 2007 - December 2007
Lockheed Martin January 2003 - January 2007
Digital Illumination 2000 - 2001
TD Ameritrade 2000 - 2000
Skills
Scrum, Agile Methodologies, jQuery, XML, Web Development, JavaScript, Web Services, JSON, Web Applications, ColdFusion, CSS, Software Development, SQL, HTML, Databases, AJAX, Microsoft SQL Server, Ruby on Rails, Agile, XHTML, ExtJS, .NET, C#, MySQL, Perl, SQL Server, Windows, MVC, SOA, REST
Education
Brigham Young University 1995 — 2002
BFA, Computer Animation
Premier, Inc September 2014 - Present
Bailie Enterprises September 2013 - Present
Self Employed, Web Developer January 2000 - Present
TheraDoc, a Hospira company June 2011 - September 2014
MedAssets December 2007 - June 2011
McCauley Sound February 2007 - December 2007
Lockheed Martin January 2003 - January 2007
Digital Illumination 2000 - 2001
TD Ameritrade 2000 - 2000
Skills
Scrum, Agile Methodologies, jQuery, XML, Web Development, JavaScript, Web Services, JSON, Web Applications, ColdFusion, CSS, Software Development, SQL, HTML, Databases, AJAX, Microsoft SQL Server, Ruby on Rails, Agile, XHTML, ExtJS, .NET, C#, MySQL, Perl, SQL Server, Windows, MVC, SOA, REST
Education
Brigham Young University 1995 — 2002
BFA, Computer Animation
Adam Hostetter Adam Hostetter's TD Ameritrade Experience June 2009 - September 2012
Job Vice President & Chief Technology Officer at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store September 2012 - Present
TD Ameritrade June 2009 - September 2012
Investools February 2007 - June 2009
Investools December 2004 - February 2007
Skills
Technical Analysis, Options, Analytics, Investments, Portfolio Management, Fundamental Analysis, Strategic Financial..., Financial Analysis, Financial Markets, Stocks, Trading, Training, Product Development, Leadership, Captivate, Business Strategy, Asset Allocation, Mutual Funds, Risk Management, Securities, Analysis, Series 7, Wealth Management, Business Development, Management, Equities, Investment Strategies, Coaching, Team Leadership, Process Improvement, E-Learning, Cross-functional Team..., Finance, Strategic Planning, Technology Management, Web Applications, Digital Marketing, Social Media, Microsoft CRM, Strategy, Retirement, 401k, CRM, Financial Services, Personal Finance, Retirement Planning
Education
University of Iowa 2008 — 2009
Creative Writing
Brigham Young University - Idaho 1998 — 2004
Bachelor of Arts, English Education
The Mutual Fund Store September 2012 - Present
TD Ameritrade June 2009 - September 2012
Investools February 2007 - June 2009
Investools December 2004 - February 2007
Skills
Technical Analysis, Options, Analytics, Investments, Portfolio Management, Fundamental Analysis, Strategic Financial..., Financial Analysis, Financial Markets, Stocks, Trading, Training, Product Development, Leadership, Captivate, Business Strategy, Asset Allocation, Mutual Funds, Risk Management, Securities, Analysis, Series 7, Wealth Management, Business Development, Management, Equities, Investment Strategies, Coaching, Team Leadership, Process Improvement, E-Learning, Cross-functional Team..., Finance, Strategic Planning, Technology Management, Web Applications, Digital Marketing, Social Media, Microsoft CRM, Strategy, Retirement, 401k, CRM, Financial Services, Personal Finance, Retirement Planning
Education
University of Iowa 2008 — 2009
Creative Writing
Brigham Young University - Idaho 1998 — 2004
Bachelor of Arts, English Education
Randy MacDonald's TD Ameritrade Experience March 2006 - April 2007
Job Chairman of the Board at Mater Dei Prep
Industry Financial Services
Experience
Mater Dei Prep April 2015 - Present
Independent April 2013 - Present
The Community YMCA 2005 - 2015
The Community YMCA 2005 - 2015
MF Global April 2010 - November 2011
MF Global April 2008 - December 2010
GFI Group May 2006 - July 2008
TD Ameritrade March 2006 - April 2007
TD Ameritrade March 2000 - April 2006
ITG November 1994 - March 2000
Skills
Series 27, CPA (dormant), Equities, Process Improvement, Derivatives, Hedge Funds, Trading, Financial Analysis, Capital Markets, Series 7, Fixed Income, FINRA, Asset Management, Investment Banking, Financial Modeling, Investments, Risk Management, Business Analysis, Options, Finance, Alternative Investments, Financial Reporting, Wealth Management, Securities, Portfolio Management, Financial Services, Financial Markets, Mutual Funds, Strategic Financial..., Bloomberg, Financial Risk, Commodity, Bonds, FX Options, Hedging, Private Equity, Electronic Trading, Trading Systems, Equity Trading, Valuation, Corporate Finance, Investment Management, Asset Allocation
Education
Boston College - Wallace E. Carroll Graduate School of Management 1975 — 1978
BS, Accounting
Mater Dei Prep 1970 — 1974
St Marys New Monmouth
Mater Dei Prep April 2015 - Present
Independent April 2013 - Present
The Community YMCA 2005 - 2015
The Community YMCA 2005 - 2015
MF Global April 2010 - November 2011
MF Global April 2008 - December 2010
GFI Group May 2006 - July 2008
TD Ameritrade March 2006 - April 2007
TD Ameritrade March 2000 - April 2006
ITG November 1994 - March 2000
Skills
Series 27, CPA (dormant), Equities, Process Improvement, Derivatives, Hedge Funds, Trading, Financial Analysis, Capital Markets, Series 7, Fixed Income, FINRA, Asset Management, Investment Banking, Financial Modeling, Investments, Risk Management, Business Analysis, Options, Finance, Alternative Investments, Financial Reporting, Wealth Management, Securities, Portfolio Management, Financial Services, Financial Markets, Mutual Funds, Strategic Financial..., Bloomberg, Financial Risk, Commodity, Bonds, FX Options, Hedging, Private Equity, Electronic Trading, Trading Systems, Equity Trading, Valuation, Corporate Finance, Investment Management, Asset Allocation
Education
Boston College - Wallace E. Carroll Graduate School of Management 1975 — 1978
BS, Accounting
Mater Dei Prep 1970 — 1974
St Marys New Monmouth
Jeff Haydon's TD Ameritrade Experience March 2013 - Present
Job Product Manager, Web and Mobile Strategy at TD Ameritrade
Industry Investment Management
Experience
TD Ameritrade March 2013 - Present
Education
Boston University - School of Management
BSBA, Marketing & Finance Concentrations, Summa Cum Laude
TD Ameritrade March 2013 - Present
Education
Boston University - School of Management
BSBA, Marketing & Finance Concentrations, Summa Cum Laude
Robert McAdam Robert McAdam's TD Ameritrade Experience May 2012 - August 2012
Job Corporate & Investment Banking Analyst at Mizuho Bank
Industry Investment Banking
Experience
Mizuho Bank August 2014 - Present
Pacific Crest Securities June 2013 - August 2013
TD Ameritrade May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office..., Pivot Tables, Data Analysis, Solver, SPSS, Corporate Finance, Financial Analysis, Investment Banking, Leadership, Microsoft Office, Microsoft Word, Public Speaking, Research, Social Media
Education
Boston College - Carroll School of Management 2010 — 2014
Bachelor of Science (BS), Finance & Information Systems, summa cum laude
ESADE Business School 2012 — 2012
International Exchange Program
Christian Brothers Academy 2006 — 2010
Mizuho Bank August 2014 - Present
Pacific Crest Securities June 2013 - August 2013
TD Ameritrade May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office..., Pivot Tables, Data Analysis, Solver, SPSS, Corporate Finance, Financial Analysis, Investment Banking, Leadership, Microsoft Office, Microsoft Word, Public Speaking, Research, Social Media
Education
Boston College - Carroll School of Management 2010 — 2014
Bachelor of Science (BS), Finance & Information Systems, summa cum laude
ESADE Business School 2012 — 2012
International Exchange Program
Christian Brothers Academy 2006 — 2010
Matthew Meade's TD Ameritrade Experience 2010 - February 2014
Job Vice President at BIC Group, LLC
Industry Financial Services
Experience
BIC Group, LLC February 2014 - Present
TD Ameritrade 2010 - February 2014
Transamerica Capital 2007 - 2009
Wachovia Securities, LLC January 2004 - April 2006
Transamerica Capital, Inc. 1998 - 2003
Skills
Series 7, Series 63, Series 24, Series 65, Asset Allocation, Retirement Planning, Mutual Funds
Education
Boston College 1984 — 1987
BA, Economics
BIC Group, LLC February 2014 - Present
TD Ameritrade 2010 - February 2014
Transamerica Capital 2007 - 2009
Wachovia Securities, LLC January 2004 - April 2006
Transamerica Capital, Inc. 1998 - 2003
Skills
Series 7, Series 63, Series 24, Series 65, Asset Allocation, Retirement Planning, Mutual Funds
Education
Boston College 1984 — 1987
BA, Economics
Frank C. Wellenstein Frank C. Wellenstein's TD Ameritrade Experience 1994 - 1998
Job Builder of Great Investment Companies! Consultant to Banks and Investment Management firms!
Industry Financial Services
Experience
Fiduciary 1st July 2013 - Present
Nebraska State Legislature Candidate January 2012 - November 2012
Bank of the West May 2008 - January 2012
The Wellenstein Group November 1998 - May 2008
Metropolitan Community College January 2001 - January 2005
TD Ameritrade 1994 - 1998
US Army January 1987 - April 1994
Skills
Licensed Pilot, Investments, Portfolio Management, Golf, Investment Strategies, Executive Management, Entrepreneurship, Sales Management, Business Strategy, Executive Coaching, Private Pilot, Wealth Management, Leadership, Strategic Financial..., Finance, Relationship Management, Estate Planning, Trust Services, Retirement, Securities, Asset Allocation, Management Consulting, Financial Services, Retirement Planning, Team Building, Management, Banking, Business Development, Series 7, Investment Advisory, Loans, Risk Management, Series 63, Credit, Insurance, Financial Planners, Small Business, Sales, Wealth, Mergers, Wealth Management..., Capital Markets, Asset Management, Alternative Investments, Investment Management, High Net Worth..., Equities, Hedge Funds, Strategy, Financial Planning
Education
Briar Cliff University 1982 — 1986
BA, Health
North High School 1979 — 1982
High School, General Studies
University of Nebraska at Omaha
Master of Business Administration (MBA), Business Administration and Management, General
Fiduciary 1st July 2013 - Present
Nebraska State Legislature Candidate January 2012 - November 2012
Bank of the West May 2008 - January 2012
The Wellenstein Group November 1998 - May 2008
Metropolitan Community College January 2001 - January 2005
TD Ameritrade 1994 - 1998
US Army January 1987 - April 1994
Skills
Licensed Pilot, Investments, Portfolio Management, Golf, Investment Strategies, Executive Management, Entrepreneurship, Sales Management, Business Strategy, Executive Coaching, Private Pilot, Wealth Management, Leadership, Strategic Financial..., Finance, Relationship Management, Estate Planning, Trust Services, Retirement, Securities, Asset Allocation, Management Consulting, Financial Services, Retirement Planning, Team Building, Management, Banking, Business Development, Series 7, Investment Advisory, Loans, Risk Management, Series 63, Credit, Insurance, Financial Planners, Small Business, Sales, Wealth, Mergers, Wealth Management..., Capital Markets, Asset Management, Alternative Investments, Investment Management, High Net Worth..., Equities, Hedge Funds, Strategy, Financial Planning
Education
Briar Cliff University 1982 — 1986
BA, Health
North High School 1979 — 1982
High School, General Studies
University of Nebraska at Omaha
Master of Business Administration (MBA), Business Administration and Management, General
Mark Penson's TD Ameritrade Experience August 2009 - December 2009
Job Director, Head of The Institutional Client Group, Jacksonville
Industry Financial Services
Experience
Deutsche Bank December 2009 - Present
TD Ameritrade August 2009 - December 2009
Morgan Stanley June 2006 - May 2009
Union Bank of California June 1998 - June 2006
Bear Stearns December 1995 - October 1997
Bear Stearns International Ltd September 1993 - December 1995
Bear Stearns Securities Corp September 1991 - September 1993
Skills
Prime Brokerage, Equities, Hedge Funds, Fixed Income, Securities Lending, Securities, Financial Services, Investments, Mutual Funds, People Development, Series 7, Settlement, Trading
Education
Boston University 1986 — 1990
BA, International Business and Relations
Deutsche Bank December 2009 - Present
TD Ameritrade August 2009 - December 2009
Morgan Stanley June 2006 - May 2009
Union Bank of California June 1998 - June 2006
Bear Stearns December 1995 - October 1997
Bear Stearns International Ltd September 1993 - December 1995
Bear Stearns Securities Corp September 1991 - September 1993
Skills
Prime Brokerage, Equities, Hedge Funds, Fixed Income, Securities Lending, Securities, Financial Services, Investments, Mutual Funds, People Development, Series 7, Settlement, Trading
Education
Boston University 1986 — 1990
BA, International Business and Relations
Jerrod May Jerrod May's TD Ameritrade Experience April 2013 - January 2015
Job Investor
Industry Financial Services
Experience
Self Directed Investor 1998 - Present
TD Ameritrade April 2013 - January 2015
Investools October 2000 - April 2011
Skills
Public Speaking, Team Building, Coaching, Leadership Development, Sales, Strategic Planning, Investments, Negotiation, Organizational..., Business Strategy, Start-ups, Change Management, Customer Service, Leadership, Risk Management, Sales Management, Small Business, Strategy, Team Leadership, Training, Budgets, Analysis, Account Management, Business Development, Business Planning, Entrepreneurship, Executive Management, Management, Management Consulting, Marketing, Marketing Strategy, New Business Development, Performance Management, Project Management, Social Networking, Strategic Partnerships, Options, Equities, Trading, Financial Services, Series 7
Education
Brigham Young University 1995 — 1998
BS, Health
Self Directed Investor 1998 - Present
TD Ameritrade April 2013 - January 2015
Investools October 2000 - April 2011
Skills
Public Speaking, Team Building, Coaching, Leadership Development, Sales, Strategic Planning, Investments, Negotiation, Organizational..., Business Strategy, Start-ups, Change Management, Customer Service, Leadership, Risk Management, Sales Management, Small Business, Strategy, Team Leadership, Training, Budgets, Analysis, Account Management, Business Development, Business Planning, Entrepreneurship, Executive Management, Management, Management Consulting, Marketing, Marketing Strategy, New Business Development, Performance Management, Project Management, Social Networking, Strategic Partnerships, Options, Equities, Trading, Financial Services, Series 7
Education
Brigham Young University 1995 — 1998
BS, Health
Serria Rego Serria Rego's TD Ameritrade Experience June 2001 - November 2003
Job Entrepreneur
Industry Individual & Family Services
Experience
Self-Employed December 2008 - Present
Edward Jones March 2008 - November 2008
TD Ameritrade June 2001 - November 2003
Education
Bradley University
BS, Finance
BHP
Hyde Park
Sigma Gamma Rho Sorors
Self-Employed December 2008 - Present
Edward Jones March 2008 - November 2008
TD Ameritrade June 2001 - November 2003
Education
Bradley University
BS, Finance
BHP
Hyde Park
Sigma Gamma Rho Sorors
Thomas Vance, CFP® Thomas Vance, CFP®'s TD Ameritrade Experience 2011 - 2012
Job Financial Planner at Pure Financial Advisors
Industry Financial Services
Experience
Pure Financial Advisors 2012 - Present
TD Ameritrade 2011 - 2012
US Bank 2009 - 2011
VisionLink Financial Advisors 2007 - 2009
Fidelity Investments 1993 - 2007
Skills
Wealth Management, Investments, Series 7, Series 63, Mutual Funds, Financial Services, Asset Allocation
Education
University of California, Los Angeles - The Anderson School of Management 1997 — 2000
MBA
Brigham Young University 1987 — 1993
BA, Economics
Pure Financial Advisors 2012 - Present
TD Ameritrade 2011 - 2012
US Bank 2009 - 2011
VisionLink Financial Advisors 2007 - 2009
Fidelity Investments 1993 - 2007
Skills
Wealth Management, Investments, Series 7, Series 63, Mutual Funds, Financial Services, Asset Allocation
Education
University of California, Los Angeles - The Anderson School of Management 1997 — 2000
MBA
Brigham Young University 1987 — 1993
BA, Economics
Christian Filimon's TD Ameritrade Experience June 2007 - June 2008
Job Investment Associate at J.P. Morgan Chase Bank NA
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. November 2011 - Present
TIGER SCHULMANNS MIXED MARTIAL ARTS February 2010 - June 2011
HSBC Securities July 2008 - March 2009
TD Ameritrade June 2007 - June 2008
Morgan Stanley Smith Barney May 2006 - June 2007
Indiana University Bloomington August 2002 - May 2005
Visiting Nurse Service of New York May 2001 - December 2001
Education
Indiana University Bloomington 2002 — 2005
Bachelor of Science, Management
Indiana University 2001 — 2005
Bachelor of Science, 2005
Frankfurt International School 1994 — 1998
High School Diploma, HS Diploma
Boston University
Financial Plannng, Financial Planning and Services
JPMorgan Chase Bank N.A. November 2011 - Present
TIGER SCHULMANNS MIXED MARTIAL ARTS February 2010 - June 2011
HSBC Securities July 2008 - March 2009
TD Ameritrade June 2007 - June 2008
Morgan Stanley Smith Barney May 2006 - June 2007
Indiana University Bloomington August 2002 - May 2005
Visiting Nurse Service of New York May 2001 - December 2001
Education
Indiana University Bloomington 2002 — 2005
Bachelor of Science, Management
Indiana University 2001 — 2005
Bachelor of Science, 2005
Frankfurt International School 1994 — 1998
High School Diploma, HS Diploma
Boston University
Financial Plannng, Financial Planning and Services
Jonathan D. Mott, PhD Jonathan D. Mott, PhD's TD Ameritrade Experience October 2011 - April 2013
Job
Industry E-Learning
Experience
Learning Objects April 2013 - Present
The Saylor Foundation January 2014 - December 2014
TD Ameritrade October 2011 - April 2013
Investools from TD Ameritrade March 2010 - September 2011
Independent Consultant JKM 1994 - December 2010
Brigham Young University September 1999 - May 2010
BYU May 2007 - March 2010
Brigham Young University February 2003 - May 2007
Brigham Young University November 2000 - January 2003
Brigham Young University February 2000 - October 2000
Skills
Instructional Design, E-Learning, Leadership Development, Leadership, Curriculum Design, Adult Education, Learning Management..., Distance Learning, Instructional Technology, Higher Education, Educational Technology, Public Speaking, Strategy, Project Management, Management, Teaching, Staff Development, Learning Management, Blended Learning, Camtasia, ADDIE, Training, Proposal Writing, Classroom, Enterprise Software, Employee Training, Organizational..., Needs Analysis, Technical Writing, Executive Management, Curriculum Development, Training Delivery, Strategic Planning, Consulting, Series 24, Business Development, Course Management..., Series 7, Program Management, Technology Evaluation, Cognitive Psychology, Leadership & Management..., Competency Assessment, Corporate Education, Personalized Learning, Adaptive Learning, Competency Based..., Coaching, Research, Team Building
Education
University of Oklahoma 1992 — 1998
Ph.D, Political Science
Brigham Young University 1986 — 1992
BA, Political Science
Pleasant Grove High School 1985 — 1986
High School
Learning Objects April 2013 - Present
The Saylor Foundation January 2014 - December 2014
TD Ameritrade October 2011 - April 2013
Investools from TD Ameritrade March 2010 - September 2011
Independent Consultant JKM 1994 - December 2010
Brigham Young University September 1999 - May 2010
BYU May 2007 - March 2010
Brigham Young University February 2003 - May 2007
Brigham Young University November 2000 - January 2003
Brigham Young University February 2000 - October 2000
Skills
Instructional Design, E-Learning, Leadership Development, Leadership, Curriculum Design, Adult Education, Learning Management..., Distance Learning, Instructional Technology, Higher Education, Educational Technology, Public Speaking, Strategy, Project Management, Management, Teaching, Staff Development, Learning Management, Blended Learning, Camtasia, ADDIE, Training, Proposal Writing, Classroom, Enterprise Software, Employee Training, Organizational..., Needs Analysis, Technical Writing, Executive Management, Curriculum Development, Training Delivery, Strategic Planning, Consulting, Series 24, Business Development, Course Management..., Series 7, Program Management, Technology Evaluation, Cognitive Psychology, Leadership & Management..., Competency Assessment, Corporate Education, Personalized Learning, Adaptive Learning, Competency Based..., Coaching, Research, Team Building
Education
University of Oklahoma 1992 — 1998
Ph.D, Political Science
Brigham Young University 1986 — 1992
BA, Political Science
Pleasant Grove High School 1985 — 1986
High School
Sterling Sessions Sterling Sessions's TD Ameritrade Experience March 2010 - November 2011
Job CEO/Principal Partner
Industry Financial Services
Experience
Ensign Wealth Advisors January 2015 - Present
UCI Wealth Adivsors December 2011 - December 2014
TD Ameritrade March 2010 - November 2011
Fidelity Investments January 2002 - January 2010
Skills
Customer Service, Public Speaking, Strategic Planning, Process Improvement, Management, Team Leadership, Leadership, Team Building, Portfolio Management, Microsoft Office, Microsoft Excel, Business Analysis, Financial Analysis, Program Management, Investments, Sales, Vendor Management, Finance, Retirement Planning, Financial Planning
Education
Brigham Young University 1997 — 2002
Ensign Wealth Advisors January 2015 - Present
UCI Wealth Adivsors December 2011 - December 2014
TD Ameritrade March 2010 - November 2011
Fidelity Investments January 2002 - January 2010
Skills
Customer Service, Public Speaking, Strategic Planning, Process Improvement, Management, Team Leadership, Leadership, Team Building, Portfolio Management, Microsoft Office, Microsoft Excel, Business Analysis, Financial Analysis, Program Management, Investments, Sales, Vendor Management, Finance, Retirement Planning, Financial Planning
Education
Brigham Young University 1997 — 2002
Christine Boccieri's TD Ameritrade Experience December 2011 - December 2012
Job VP, Learning & Engagement Senior Specialist at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman December 2012 - Present
TD Ameritrade December 2011 - December 2012
Credit Suisse October 2005 - July 2011
Credit Suisse August 2006 - January 2007
Credit Suisse October 2005 - July 2006
Skills
Needs Assessment, Design & Development, ROI Evaluation &..., eLearning Creation, Job Analysis &..., Coaching & Mentorship..., Facilitation & Training..., Process Improvement, Vendor Management, Project Planning, Project Execution, Problem Analysis, Creative Problem Solving, Innovation, Proactivity, Developing Client..., Mentoring, Workshop Facilitation, Job Analysis, Coaching, Project Management, Leadership Development, Technology Needs..., CRM, Management, Organizational..., Leadership, Recruiting, Program Management, Onboarding, Succession Planning, Personnel Management, Team Building, Interviews, Strategic Planning, Training Delivery
Education
Boston College 2001 — 2005
BA, Human Development; Minors: Organizational Studies/HR and Philosophy
Neuberger Berman December 2012 - Present
TD Ameritrade December 2011 - December 2012
Credit Suisse October 2005 - July 2011
Credit Suisse August 2006 - January 2007
Credit Suisse October 2005 - July 2006
Skills
Needs Assessment, Design & Development, ROI Evaluation &..., eLearning Creation, Job Analysis &..., Coaching & Mentorship..., Facilitation & Training..., Process Improvement, Vendor Management, Project Planning, Project Execution, Problem Analysis, Creative Problem Solving, Innovation, Proactivity, Developing Client..., Mentoring, Workshop Facilitation, Job Analysis, Coaching, Project Management, Leadership Development, Technology Needs..., CRM, Management, Organizational..., Leadership, Recruiting, Program Management, Onboarding, Succession Planning, Personnel Management, Team Building, Interviews, Strategic Planning, Training Delivery
Education
Boston College 2001 — 2005
BA, Human Development; Minors: Organizational Studies/HR and Philosophy
GEORGE KEVIN HYNES, CRPC, CMFC, CRPS GEORGE KEVIN HYNES, CRPC, CMFC, CRPS's TD Ameritrade Experience June 2015 - Present
Job Branch Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2015 - Present
E*TRADE Financial Corporation February 2014 - June 2015
ING U.S. November 2011 - January 2014
Columbia Management January 2011 - November 2011
Fidelity Investments November 2003 - August 2010
CitiStreet April 2000 - October 2003
State Street May 1997 - April 2000
Skills
Series 7, Series 6, Series 65, Series 63, CRPC, CMFC, CRPS, Investment Advisory, Wealth Management, Refereeing, Drums, Stock Trading
Education
Bridgewater State University
Bachelor of Communication
Bryant University
Certified Financial Planning Certificate, Financial Planning and Services
TD Ameritrade June 2015 - Present
E*TRADE Financial Corporation February 2014 - June 2015
ING U.S. November 2011 - January 2014
Columbia Management January 2011 - November 2011
Fidelity Investments November 2003 - August 2010
CitiStreet April 2000 - October 2003
State Street May 1997 - April 2000
Skills
Series 7, Series 6, Series 65, Series 63, CRPC, CMFC, CRPS, Investment Advisory, Wealth Management, Refereeing, Drums, Stock Trading
Education
Bridgewater State University
Bachelor of Communication
Bryant University
Certified Financial Planning Certificate, Financial Planning and Services
Scott Marshall Scott Marshall's TD Ameritrade Experience 2001 - 2003
Job Director, Marketing Automation at Adobe
Industry Internet
Experience
Adobe April 2015 - Present
Adobe Systems November 2009 - Present
Omniture 2006 - 2010
Ancestry.com 2005 - 2006
FranklinCovey 2003 - 2005
TD Ameritrade 2001 - 2003
Ingenix 1997 - 2001
Novell 1989 - 1997
Skills
Marketing Automation, Team Leadership, Digital Marketing, Project Management, Sales Process, Dashboard, Lead Generation, Demand Generation, CRM, Online Marketing, Enterprise Software, Product Management, Lead Management, Email Marketing, Salesforce.com, Database Marketing, Marketing Operations, Eloqua, B2B Marketing
Education
University of Utah - David Eccles School of Business 1986 — 1988
MBA
Brigham Young University 1982 — 1985
BS
Adobe April 2015 - Present
Adobe Systems November 2009 - Present
Omniture 2006 - 2010
Ancestry.com 2005 - 2006
FranklinCovey 2003 - 2005
TD Ameritrade 2001 - 2003
Ingenix 1997 - 2001
Novell 1989 - 1997
Skills
Marketing Automation, Team Leadership, Digital Marketing, Project Management, Sales Process, Dashboard, Lead Generation, Demand Generation, CRM, Online Marketing, Enterprise Software, Product Management, Lead Management, Email Marketing, Salesforce.com, Database Marketing, Marketing Operations, Eloqua, B2B Marketing
Education
University of Utah - David Eccles School of Business 1986 — 1988
MBA
Brigham Young University 1982 — 1985
BS
Mark A. Roda, CRPC,® AIF ® Mark A. Roda, CRPC,® AIF ®'s TD Ameritrade Experience July 2006 - July 2011
Job Sherman Werst & Co. Wealth Management
Industry Financial Services
Experience
Sherman Werst & Co. Wealth Management 2011 - Present
TD Ameritrade July 2006 - July 2011
Mellon Private Wealth Management January 2005 - July 2006
Education
Center for Fiduciary Studies 2011 — 2011
AIF®, Accredited Investment Fiduciary®
College of Financial Planning 2009 — 2010
CRPC®, Chartered Retirement Planning Counselor SM
Bloomsburg University of Pennsylvania 2001 — 2004
Criminal Justice, Economics
Hempfield
Sherman Werst & Co. Wealth Management 2011 - Present
TD Ameritrade July 2006 - July 2011
Mellon Private Wealth Management January 2005 - July 2006
Education
Center for Fiduciary Studies 2011 — 2011
AIF®, Accredited Investment Fiduciary®
College of Financial Planning 2009 — 2010
CRPC®, Chartered Retirement Planning Counselor SM
Bloomsburg University of Pennsylvania 2001 — 2004
Criminal Justice, Economics
Hempfield
Benjamin Daugherty's TD Ameritrade Experience May 2014 - August 2014
Job Analyst at IPG Mediabrands
Industry Financial Services
Experience
IPG Mediabrands September 2015 - Present
Merrill Lynch October 2014 - May 2015
TD Ameritrade May 2014 - August 2014
The Country Club May 2013 - July 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Data Analysis, Spanish, Sales
Education
Boston University - School of Management 2011 — 2015
Bachelor of Science in Business Administration, Finance
Brookline High School 2007 — 2011
High School Diploma
Boston University
Boston University
Boston University
Boston University
Boston University
IPG Mediabrands September 2015 - Present
Merrill Lynch October 2014 - May 2015
TD Ameritrade May 2014 - August 2014
The Country Club May 2013 - July 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Data Analysis, Spanish, Sales
Education
Boston University - School of Management 2011 — 2015
Bachelor of Science in Business Administration, Finance
Brookline High School 2007 — 2011
High School Diploma
Boston University
Boston University
Boston University
Boston University
Boston University
Alan Reese's TD Ameritrade Experience April 2006 - May 2008
Job Federal Sales at Blue Coat Systems
Industry Computer Software
Experience
Blue Coat Systems October 2013 - Present
Blue Coat Systems October 2012 - April 2014
Solera Networks (Acquired by Blue Coat Systems) October 2012 - June 2013
Symantec May 2008 - October 2012
PGP Corporation May 2008 - June 2010
TD Ameritrade April 2006 - May 2008
Qwest Communications now Centurylink May 2000 - April 2006
Gateway May 1999 - May 2000
Skills
Sales, Account Management, Encryption, Customer Service, Sales Management, B2B, Enterprise Software, Network Security, Information Security, Computer Security, SaaS, Solution Selling, Data Security, Strategic Partnerships, Sales Operations, Sales Process, Selling, Leadership, Cloud Computing, Management, CRM, Security, Pre-sales, Networking, Storage, Salesforce.com, Channel Partners, Professional Services
Education
Brigham Young University
Blue Coat Systems October 2013 - Present
Blue Coat Systems October 2012 - April 2014
Solera Networks (Acquired by Blue Coat Systems) October 2012 - June 2013
Symantec May 2008 - October 2012
PGP Corporation May 2008 - June 2010
TD Ameritrade April 2006 - May 2008
Qwest Communications now Centurylink May 2000 - April 2006
Gateway May 1999 - May 2000
Skills
Sales, Account Management, Encryption, Customer Service, Sales Management, B2B, Enterprise Software, Network Security, Information Security, Computer Security, SaaS, Solution Selling, Data Security, Strategic Partnerships, Sales Operations, Sales Process, Selling, Leadership, Cloud Computing, Management, CRM, Security, Pre-sales, Networking, Storage, Salesforce.com, Channel Partners, Professional Services
Education
Brigham Young University
Jeff Constantineau Jeff Constantineau's TD Ameritrade Experience April 2006 - September 2006
Job SVP, Home Equity Product Management at Bank of America
Industry Banking
Experience
Bank of America August 2014 - Present
Bank of America April 2013 - July 2014
Bank of America June 2011 - March 2013
State Street September 2006 - June 2011
TD Ameritrade April 2006 - September 2006
Skills
Management Consulting, Strategy Development, Business Modeling, Investments, Derivatives, Investment Advisory, Financial Planning, Financial Analysis, Financial Markets, Microsoft Office 2003, Microsoft Office 2007, Financial Accounting, GAAP, Siebel, Financial Modeling, Retail Banking, Banking, Lean Initiatives, project management, Financial Reporting, Credit, Risk Management, Fixed Income, Mutual Funds, Investment Strategies, Credit Analysis, Credit Risk, Economics, Mortgage Lending, Operational Risk..., Loans, Competitive Analysis, Financial Services, Equities
Education
Boston University Graduate School of Management 2008 — 2011
MBA, Finance, General
Manhattan College 2001 — 2005
B.A., Political Science, Religious Studies
Bank of America August 2014 - Present
Bank of America April 2013 - July 2014
Bank of America June 2011 - March 2013
State Street September 2006 - June 2011
TD Ameritrade April 2006 - September 2006
Skills
Management Consulting, Strategy Development, Business Modeling, Investments, Derivatives, Investment Advisory, Financial Planning, Financial Analysis, Financial Markets, Microsoft Office 2003, Microsoft Office 2007, Financial Accounting, GAAP, Siebel, Financial Modeling, Retail Banking, Banking, Lean Initiatives, project management, Financial Reporting, Credit, Risk Management, Fixed Income, Mutual Funds, Investment Strategies, Credit Analysis, Credit Risk, Economics, Mortgage Lending, Operational Risk..., Loans, Competitive Analysis, Financial Services, Equities
Education
Boston University Graduate School of Management 2008 — 2011
MBA, Finance, General
Manhattan College 2001 — 2005
B.A., Political Science, Religious Studies
Dennis A Thompson Jr Dennis A Thompson Jr's TD Ameritrade Experience 2002 - 2009
Job Founder & CEO at IIMIX.COM
Industry Internet
Experience
IIMIX.COM January 1997 - Present
ASTRA Group May 2013 - Present
ROLEX 2010 - 2011
TD Ameritrade 2002 - 2009
John Kent 2002 - 2009
Time Warner Inc. January 1997 - January 2001
Nancy Ciccone 1997 - 2001
Cambridge Professional Group 1997 - 2001
Cambridge Services 1997 - 2001
Lou Morales /John Dockery 1997 - 2001
Skills
Negotiation, Time Management, Retail, Team Building, Process Improvement, Strategic Planning, Facilities Management, Budgets, Management, Training, Human Resources, Social Networking, Social Media Marketing, Coaching, Music Production, Programming Languages, Event Management, Event Planning, Social Media, Internet Recruiting
Education
Borough of Manhattan Community College
Communication and Media Studies
Campion College
English Language and Literature/Letters
Center of the Media Arts New York
G.E.D Certificate, Audiovisual Communications Technologies/Technicians
stuyvesant high school
IIMIX.COM January 1997 - Present
ASTRA Group May 2013 - Present
ROLEX 2010 - 2011
TD Ameritrade 2002 - 2009
John Kent 2002 - 2009
Time Warner Inc. January 1997 - January 2001
Nancy Ciccone 1997 - 2001
Cambridge Professional Group 1997 - 2001
Cambridge Services 1997 - 2001
Lou Morales /John Dockery 1997 - 2001
Skills
Negotiation, Time Management, Retail, Team Building, Process Improvement, Strategic Planning, Facilities Management, Budgets, Management, Training, Human Resources, Social Networking, Social Media Marketing, Coaching, Music Production, Programming Languages, Event Management, Event Planning, Social Media, Internet Recruiting
Education
Borough of Manhattan Community College
Communication and Media Studies
Campion College
English Language and Literature/Letters
Center of the Media Arts New York
G.E.D Certificate, Audiovisual Communications Technologies/Technicians
stuyvesant high school
Mario McCash Mario McCash's TD Ameritrade Experience June 2008 - September 2008
Job Looking for a new career opportunity
Industry Financial Services
Experience
GLG - Gerson Lehrman Group January 2005 - Present
Polaris Consulting & Services Ltd December 2013 - March 2015
Visa January 2013 - March 2013
Booz Allen Hamilton August 2010 - April 2011
Capital One April 2010 - May 2010
Internal Revenue Service November 2009 - December 2009
TD Ameritrade June 2008 - September 2008
Pegasystems December 2007 - April 2008
BB&T May 2007 - October 2007
USAA February 2007 - April 2007
Skills
Financial Risk, Operational Risk..., AML, Risk Management, Strategy, Bank Secrecy Act, Financial Services, Banking, Credit Risk, Anti Money Laundering, Product Management, Business Analysis, Fraud Detection, Fraud, Management, Strategic Planning, Product Marketing, Analysis, Product Development, Strategic Sourcing, Budgets, Marketing Communications, Resource Allocation, Enterprise Fraud..., Loss Prevention, Biometrics, Intrusion Detection, Matrix Management, MRDs, Partnerships & Alliances, RFPs, Strategic Human Sourcing, Best Practices, OFAC, Patriot Act, KYC,..., SARs, SAR Management,..., Fraud, Risk, Compliance..., Competitive Analysis &..., Counter-Terror Financing, Marketing Research &..., Policy, Analysis,..., Optimizing Detection..., Management of Library..., Online Banking & Bill..., Account Origination..., Credit Risk Management, Sales Support,..., Vendor Management &..., Training & Education, Audit & Assessment, Case Management,...
Education
Almeda University 2003 — 2008
Master of Business Administration (MBA), Risk Management, 3.85
Almeda University 1999 — 2003
Bachelor of Science (B.S.), Criminology, 3.75
Federal Law Enforcement Training Center 1993 — 1993
Certificate, Financial Forensics and Fraud Investigation, 3.85
University of Utah 1990 — 1990
Bachelor's degree, Creative Writing, 3.3
Marriott School of Management 1988 — 1988
Certificate, Operations Management and Supervision, 3.75
BYU-Idaho 1979 — 1985
Associate's degree, Theatre/Theater, 3.3
Community College of the Air Force 1983 — 1983
Certificate, Aircraft Armament Systems Technology, 3.5
GLG - Gerson Lehrman Group January 2005 - Present
Polaris Consulting & Services Ltd December 2013 - March 2015
Visa January 2013 - March 2013
Booz Allen Hamilton August 2010 - April 2011
Capital One April 2010 - May 2010
Internal Revenue Service November 2009 - December 2009
TD Ameritrade June 2008 - September 2008
Pegasystems December 2007 - April 2008
BB&T May 2007 - October 2007
USAA February 2007 - April 2007
Skills
Financial Risk, Operational Risk..., AML, Risk Management, Strategy, Bank Secrecy Act, Financial Services, Banking, Credit Risk, Anti Money Laundering, Product Management, Business Analysis, Fraud Detection, Fraud, Management, Strategic Planning, Product Marketing, Analysis, Product Development, Strategic Sourcing, Budgets, Marketing Communications, Resource Allocation, Enterprise Fraud..., Loss Prevention, Biometrics, Intrusion Detection, Matrix Management, MRDs, Partnerships & Alliances, RFPs, Strategic Human Sourcing, Best Practices, OFAC, Patriot Act, KYC,..., SARs, SAR Management,..., Fraud, Risk, Compliance..., Competitive Analysis &..., Counter-Terror Financing, Marketing Research &..., Policy, Analysis,..., Optimizing Detection..., Management of Library..., Online Banking & Bill..., Account Origination..., Credit Risk Management, Sales Support,..., Vendor Management &..., Training & Education, Audit & Assessment, Case Management,...
Education
Almeda University 2003 — 2008
Master of Business Administration (MBA), Risk Management, 3.85
Almeda University 1999 — 2003
Bachelor of Science (B.S.), Criminology, 3.75
Federal Law Enforcement Training Center 1993 — 1993
Certificate, Financial Forensics and Fraud Investigation, 3.85
University of Utah 1990 — 1990
Bachelor's degree, Creative Writing, 3.3
Marriott School of Management 1988 — 1988
Certificate, Operations Management and Supervision, 3.75
BYU-Idaho 1979 — 1985
Associate's degree, Theatre/Theater, 3.3
Community College of the Air Force 1983 — 1983
Certificate, Aircraft Armament Systems Technology, 3.5
Matthew Canova Matthew Canova's TD Ameritrade Experience June 2011 - Present
Job Motivated Product Manager and Leader
Industry Financial Services
Experience
TD Ameritrade June 2011 - Present
TD Ameritrade March 2009 - June 2011
Investools November 2007 - March 2009
Skills
Product Management, Social Media, Quality Assurance, Software Quality..., Team Leadership, Project Management, Agile Methodologies, Team Building, Problem Solving, Management, Process Improvement, Business Analysis, Testing, Vendor Management, Test Cases, Quality Center, Team Management, Requirements Analysis, SDLC, Manual Testing, Risk Management, Strategy, Options, Visio, Software Project..., Analysis
Education
University of Utah 2004 — 2005
Computer Science
Brigham Young University 2003 — 2003
General Studies
TD Ameritrade June 2011 - Present
TD Ameritrade March 2009 - June 2011
Investools November 2007 - March 2009
Skills
Product Management, Social Media, Quality Assurance, Software Quality..., Team Leadership, Project Management, Agile Methodologies, Team Building, Problem Solving, Management, Process Improvement, Business Analysis, Testing, Vendor Management, Test Cases, Quality Center, Team Management, Requirements Analysis, SDLC, Manual Testing, Risk Management, Strategy, Options, Visio, Software Project..., Analysis
Education
University of Utah 2004 — 2005
Computer Science
Brigham Young University 2003 — 2003
General Studies
Joe Ellison Joe Ellison's TD Ameritrade Experience 2001 - 2004
Job Global Account Manager
Industry Computer Hardware
Experience
Apple January 2012 - Present
Apple October 2010 - January 2012
Texas Premier Mortgage 2005 - 2009
Aames Home Loan 2004 - 2005
TD Ameritrade 2001 - 2004
Skills
OS X, iLife, Product Management, iWork, Consumer Electronics, Channel, Solution Selling, Product Marketing, iPhone, Account Management, Salesforce.com, iOS, Sales Management, Entrepreneurship, Management, Direct Sales, Enterprise Software, Business Development, Cloud Computing, New Business Development, Networking, Business Strategy, Storage, Computer Hardware, Team Building, Sales
Education
Texas State University-San Marcos
Blinn College
Apple January 2012 - Present
Apple October 2010 - January 2012
Texas Premier Mortgage 2005 - 2009
Aames Home Loan 2004 - 2005
TD Ameritrade 2001 - 2004
Skills
OS X, iLife, Product Management, iWork, Consumer Electronics, Channel, Solution Selling, Product Marketing, iPhone, Account Management, Salesforce.com, iOS, Sales Management, Entrepreneurship, Management, Direct Sales, Enterprise Software, Business Development, Cloud Computing, New Business Development, Networking, Business Strategy, Storage, Computer Hardware, Team Building, Sales
Education
Texas State University-San Marcos
Blinn College
Sarah Kurtzer's TD Ameritrade Experience June 2010 - August 2010
Job Account Manager, Marketing at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management March 2014 - Present
Natixis Global Asset Management October 2011 - Present
Natixis Global Asset Management November 2010 - October 2011
TD Ameritrade June 2010 - August 2010
Midtown Commercial Real Estate December 2009 - January 2010
Keith Sherman & Associates September 2009 - December 2009
Boston Athletic Association September 2008 - December 2008
Skills
Series 6, Press Releases, Cision, Media Relations, Public Relations, Social Media, Facebook, Social Media Marketing, Social Networking, Corporate Communications, Marketing, Press Kits, Digital Marketing, Blogging, Internal Communications, Strategic Communications
Education
Boston University 2005 — 2009
Bachelor of Science, Communications
Livingston High School 2001 — 2005
High School Diploma
Natixis Global Asset Management March 2014 - Present
Natixis Global Asset Management October 2011 - Present
Natixis Global Asset Management November 2010 - October 2011
TD Ameritrade June 2010 - August 2010
Midtown Commercial Real Estate December 2009 - January 2010
Keith Sherman & Associates September 2009 - December 2009
Boston Athletic Association September 2008 - December 2008
Skills
Series 6, Press Releases, Cision, Media Relations, Public Relations, Social Media, Facebook, Social Media Marketing, Social Networking, Corporate Communications, Marketing, Press Kits, Digital Marketing, Blogging, Internal Communications, Strategic Communications
Education
Boston University 2005 — 2009
Bachelor of Science, Communications
Livingston High School 2001 — 2005
High School Diploma
Becky Carmean Becky Carmean's TD Ameritrade Experience August 2007 - December 2011
Job Accountant III at Bank of the West
Industry Financial Services
Experience
Bank of the West August 2015 - Present
NorthStar Financial Services Group, LLC May 2012 - Present
TD Ameritrade August 2007 - December 2011
TD Ameritrade 2006 - 2007
NOLL CONTRACT SERVICES 2005 - 2006
Marcus Meriden Cleghorn High School January 2003 - August 2004
Target 2002 - 2003
Skills
Time Management, Team Leadership, Outlook, Financial Analysis, Customer Retention, Finance, Microsoft Excel, Strategic Financial..., PowerPoint, Accounts Payable, Access
Education
University of Nebraska at Omaha 2007 — 2011
MBA, Business
Briar Cliff University 2001 — 2005
BA, Business Administration
Bank of the West August 2015 - Present
NorthStar Financial Services Group, LLC May 2012 - Present
TD Ameritrade August 2007 - December 2011
TD Ameritrade 2006 - 2007
NOLL CONTRACT SERVICES 2005 - 2006
Marcus Meriden Cleghorn High School January 2003 - August 2004
Target 2002 - 2003
Skills
Time Management, Team Leadership, Outlook, Financial Analysis, Customer Retention, Finance, Microsoft Excel, Strategic Financial..., PowerPoint, Accounts Payable, Access
Education
University of Nebraska at Omaha 2007 — 2011
MBA, Business
Briar Cliff University 2001 — 2005
BA, Business Administration
Gordon Mack's TD Ameritrade Experience January 2015 - Present
Job Manager, Retail Strategy Product and Analytics at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2015 - Present
TD Ameritrade July 2013 - December 2014
TD Ameritrade July 2011 - June 2013
Yankee Group June 2010 - July 2011
Stax Inc. January 2010 - June 2010
Boston Beer Company January 2010 - May 2010
Wee Burn Country Club June 2009 - August 2009
Informa February 2009 - May 2009
Indian Harbor Yacht Club January 2006 - January 2008
Education
Boston University - School of Management 2006 — 2010
BS, Finance, Operations and Technology Management, Cum Laude
Boston University London Internship 2009 — 2009
Dual, Operations &Technology Management and Finance
TD Ameritrade January 2015 - Present
TD Ameritrade July 2013 - December 2014
TD Ameritrade July 2011 - June 2013
Yankee Group June 2010 - July 2011
Stax Inc. January 2010 - June 2010
Boston Beer Company January 2010 - May 2010
Wee Burn Country Club June 2009 - August 2009
Informa February 2009 - May 2009
Indian Harbor Yacht Club January 2006 - January 2008
Education
Boston University - School of Management 2006 — 2010
BS, Finance, Operations and Technology Management, Cum Laude
Boston University London Internship 2009 — 2009
Dual, Operations &Technology Management and Finance
Michael Taylor, CAPM Michael Taylor, CAPM's TD Ameritrade Experience May 2009 - July 2010
Job CEO at English Learning Channel, LLC
Industry Computer Software
Experience
English Learning Channel, LLC November 2011 - Present
FranklinCovey Software August 2011 - Present
DealerTrack August 2010 - August 2011
English Learning Channel 2011 - 2011
TD Ameritrade May 2009 - July 2010
Shape Up Fitness LLC April 2008 - April 2009
Skills
SaaS, B2B
Education
Brigham Young University - Idaho 2005 — 2008
Bachelors of Arts, Communications
Columbus State 2004 — 2005
General Studies
English Learning Channel, LLC November 2011 - Present
FranklinCovey Software August 2011 - Present
DealerTrack August 2010 - August 2011
English Learning Channel 2011 - 2011
TD Ameritrade May 2009 - July 2010
Shape Up Fitness LLC April 2008 - April 2009
Skills
SaaS, B2B
Education
Brigham Young University - Idaho 2005 — 2008
Bachelors of Arts, Communications
Columbus State 2004 — 2005
General Studies
Stephen Woodis Stephen Woodis's TD Ameritrade Experience December 2002 - April 2012
Job Senior Project Manager at Open Doors Group
Industry E-Learning
Experience
Open Doors Group July 2013 - Present
Professional Marketing International April 2014 - Present
DevMountain 2015 - 2015
DevMountain 2015 - 2015
TD Ameritrade December 2002 - April 2012
Investools/TDAmeritrade December 2002 - April 2012
Investools 2002 - 2012
NextPage June 1989 - October 2002
NextPage Corporation October 1984 - October 2002
NextPage June 1984 - October 2002
Skills
Public Speaking, Marketing, Sales, Customer Service, Public Relations, Coaching, Training, Editing, Teaching, Team Building, Project Management, Strategic Planning, Employee Training, Leadership, Microsoft Excel, Entrepreneurship, Access, Management, Program Management, Team Leadership, Investments, Microsoft Office, Leadership Development, E-Learning, Organizational..., Analysis, Web Development, JavaScript, AngularJS, CSS, HTML
Education
Brigham Young University 1984 — 1989
Bachelor of Arts (BA), English
Brigham Young University 1981 — 1989
Bachelor Degree, English
DevMountain
DevMountain
DevMountain
Open Doors Group July 2013 - Present
Professional Marketing International April 2014 - Present
DevMountain 2015 - 2015
DevMountain 2015 - 2015
TD Ameritrade December 2002 - April 2012
Investools/TDAmeritrade December 2002 - April 2012
Investools 2002 - 2012
NextPage June 1989 - October 2002
NextPage Corporation October 1984 - October 2002
NextPage June 1984 - October 2002
Skills
Public Speaking, Marketing, Sales, Customer Service, Public Relations, Coaching, Training, Editing, Teaching, Team Building, Project Management, Strategic Planning, Employee Training, Leadership, Microsoft Excel, Entrepreneurship, Access, Management, Program Management, Team Leadership, Investments, Microsoft Office, Leadership Development, E-Learning, Organizational..., Analysis, Web Development, JavaScript, AngularJS, CSS, HTML
Education
Brigham Young University 1984 — 1989
Bachelor of Arts (BA), English
Brigham Young University 1981 — 1989
Bachelor Degree, English
DevMountain
DevMountain
DevMountain
Nancy Pierce Nancy Pierce's TD Ameritrade Experience October 2009 - Present
Job Institutional Sales Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2009 - Present
Doyon, Limited June 2008 - November 2008
Clerestory Consulting April 2007 - May 2008
Cypress Communications January 2007 - April 2007
American Tower Corporation November 2000 - September 2006
Skills
Series 7, Series 66, Business Development, Due Diligence, Project Management, Wealth Management, Uniform Combined State...
Education
Boston University 2009 — 2010
MCJ, Criminal Justice
Meredith College 2002 — 2004
MBA, Business Administration and Management, General
Robert Morris College 1997 — 1999
BBA, Business Administration and Management, General
TD Ameritrade October 2009 - Present
Doyon, Limited June 2008 - November 2008
Clerestory Consulting April 2007 - May 2008
Cypress Communications January 2007 - April 2007
American Tower Corporation November 2000 - September 2006
Skills
Series 7, Series 66, Business Development, Due Diligence, Project Management, Wealth Management, Uniform Combined State...
Education
Boston University 2009 — 2010
MCJ, Criminal Justice
Meredith College 2002 — 2004
MBA, Business Administration and Management, General
Robert Morris College 1997 — 1999
BBA, Business Administration and Management, General
Tingyan Zheng's TD Ameritrade Experience July 2014 - Present
Job Analyst II, Enterprise Data Analytic Group at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2014 - Present
TD Ameritrade January 2014 - June 2014
TD Ameritrade June 2013 - January 2014
State Street September 2012 - May 2013
State Street June 2012 - August 2012
Skills
SQL, Business Objects, Tableau, Hadoop, CA Clarity, Crystal Reports, Python, Computer: Microsoft..., Language: Chinese..., Financial Analysis, Bloomberg
Education
Boston University - School of Management 2011 — 2013
Accounting and Finance, 3.72
TD Ameritrade July 2014 - Present
TD Ameritrade January 2014 - June 2014
TD Ameritrade June 2013 - January 2014
State Street September 2012 - May 2013
State Street June 2012 - August 2012
Skills
SQL, Business Objects, Tableau, Hadoop, CA Clarity, Crystal Reports, Python, Computer: Microsoft..., Language: Chinese..., Financial Analysis, Bloomberg
Education
Boston University - School of Management 2011 — 2013
Accounting and Finance, 3.72
Harshel K. Aggarwal's TD Ameritrade Experience June 2013 - August 2013
Job Assurance Associate at EY
Industry Accounting
Experience
EY September 2015 - Present
Rising Business Executives Inc. June 2013 - Present
EY June 2014 - August 2014
TD Ameritrade June 2013 - August 2013
Boston University School of Management May 2013 - August 2013
Urban Business Accelerator January 2013 - May 2013
NYC Seminar and Conference Center May 2012 - August 2012
Skills
Financial Accounting, QuickBooks, Google Analytics, Microsoft Office, Leadership, Management
Education
Boston University 2011 — 2015
Bachelor of Science Business Administration & Management (BSBA), Accounting and Business Law
Poly Prep Country Day School 2007 — 2011
High School Diploma
EY September 2015 - Present
Rising Business Executives Inc. June 2013 - Present
EY June 2014 - August 2014
TD Ameritrade June 2013 - August 2013
Boston University School of Management May 2013 - August 2013
Urban Business Accelerator January 2013 - May 2013
NYC Seminar and Conference Center May 2012 - August 2012
Skills
Financial Accounting, QuickBooks, Google Analytics, Microsoft Office, Leadership, Management
Education
Boston University 2011 — 2015
Bachelor of Science Business Administration & Management (BSBA), Accounting and Business Law
Poly Prep Country Day School 2007 — 2011
High School Diploma
Sanjay Phanse's TD Ameritrade Experience 2009 - 2011
Job
Industry Management Consulting
Experience
Deutsche Bank August 2014 - Present
Quantum Business Solutions, Inc August 2000 - Present
Knowledgent August 2013 - March 2014
Morgan Stanley 2013 - 2014
Barclays January 2012 - September 2013
TD Bank March 2011 - August 2011
TD Ameritrade 2009 - 2011
Bank of America 2008 - 2009
JPMorgan Chase February 2007 - September 2008
The Bank Of New York January 2004 - February 2007
Skills
Program Management, Integration, Business Analysis, Product Management, Enterprise Architecture, CRM, Management Consulting, Process Improvement, Management, Consulting, Data Warehousing, Software Project..., Financial Services, Leadership, Analytics, Risk Management, Software Development, Business Process..., IT Strategy, Strategy, PMO, Solution Architecture, SDLC, Information Technology, PMP, Resource Management, Business Intelligence, Project Management, Project Portfolio..., Change Management, Team Management, Cross-functional Team..., Vendor Management, Banking, Requirements Analysis, Training, Business Process, Governance, Business Transformation, Outsourcing, Business Process..., Asset Management, Fixed Income, Equities, Compliance, Trade Compliance, Derivatives, Data Analytics, Mutual Funds, Risk Assessment
Education
University of Pennsylvania - Wharton School & Penn Engineering 2004 — 2007
MSE
Birla Institute of Technology and Science
M.M.S.
Birla Institute of Technology and Science, Pilani
B.E. (HONS)
Deutsche Bank August 2014 - Present
Quantum Business Solutions, Inc August 2000 - Present
Knowledgent August 2013 - March 2014
Morgan Stanley 2013 - 2014
Barclays January 2012 - September 2013
TD Bank March 2011 - August 2011
TD Ameritrade 2009 - 2011
Bank of America 2008 - 2009
JPMorgan Chase February 2007 - September 2008
The Bank Of New York January 2004 - February 2007
Skills
Program Management, Integration, Business Analysis, Product Management, Enterprise Architecture, CRM, Management Consulting, Process Improvement, Management, Consulting, Data Warehousing, Software Project..., Financial Services, Leadership, Analytics, Risk Management, Software Development, Business Process..., IT Strategy, Strategy, PMO, Solution Architecture, SDLC, Information Technology, PMP, Resource Management, Business Intelligence, Project Management, Project Portfolio..., Change Management, Team Management, Cross-functional Team..., Vendor Management, Banking, Requirements Analysis, Training, Business Process, Governance, Business Transformation, Outsourcing, Business Process..., Asset Management, Fixed Income, Equities, Compliance, Trade Compliance, Derivatives, Data Analytics, Mutual Funds, Risk Assessment
Education
University of Pennsylvania - Wharton School & Penn Engineering 2004 — 2007
MSE
Birla Institute of Technology and Science
M.M.S.
Birla Institute of Technology and Science, Pilani
B.E. (HONS)
Jithu Reddy's TD Ameritrade Experience August 2005 - June 2006
Job UI Designer / Developer
Industry Information Technology and Services
Experience
Prudential December 2006 - Present
AOL July 2006 - November 2006
TD Ameritrade August 2005 - June 2006
Merck January 2005 - July 2005
Utopia Silver, Inc. Utopia TX June 2002 - December 2004
LiveTechSolutions, MI December 1999 - May 2002
Skills
User Interface, Web Design, E-commerce, Information Architecture, User Interface Design, Google Analytics, Web Development, Web Analytics, Usability, Web Services, HTML 5, CSS, Web Accessibility, Usability Testing, Mobile Applications, Agile Project Management, Website Development, Interaction Design, User Experience Design, CMS, JavaScript, Mobile Design, Dreamweaver, Content Management, XML, HTML, CSS3, Financial Services, Mobile Web Design, SEO, jQuery, User-centered Design, Flash, Scrum, Front-end, Agile Methodologies, XHTML, Web Applications, Web Project Management, PHP, Social Media, Graphic Design, Adobe Creative Suite, Wireframes, ADA compliance, Requirements Gathering, Responsive Design, Management, Resource Management, Taleo Branding
Education
Birla Institute of Technology and Science 1995 — 1999
Master's degree
Prudential December 2006 - Present
AOL July 2006 - November 2006
TD Ameritrade August 2005 - June 2006
Merck January 2005 - July 2005
Utopia Silver, Inc. Utopia TX June 2002 - December 2004
LiveTechSolutions, MI December 1999 - May 2002
Skills
User Interface, Web Design, E-commerce, Information Architecture, User Interface Design, Google Analytics, Web Development, Web Analytics, Usability, Web Services, HTML 5, CSS, Web Accessibility, Usability Testing, Mobile Applications, Agile Project Management, Website Development, Interaction Design, User Experience Design, CMS, JavaScript, Mobile Design, Dreamweaver, Content Management, XML, HTML, CSS3, Financial Services, Mobile Web Design, SEO, jQuery, User-centered Design, Flash, Scrum, Front-end, Agile Methodologies, XHTML, Web Applications, Web Project Management, PHP, Social Media, Graphic Design, Adobe Creative Suite, Wireframes, ADA compliance, Requirements Gathering, Responsive Design, Management, Resource Management, Taleo Branding
Education
Birla Institute of Technology and Science 1995 — 1999
Master's degree
Jonathan Dermer's TD Ameritrade Experience January 2011 - October 2012
Job Senior Business Planning & Product Consultant at MetLife
Industry Financial Services
Experience
MetLife June 2014 - Present
MetLife February 2013 - May 2014
TD Ameritrade January 2011 - October 2012
TD Ameritrade June 2009 - December 2010
Citi April 2008 - May 2008
NYCB May 2007 - August 2007
Merrill Lynch June 2004 - August 2007
Education
Boston University - School of Management
Bachelor of Science in Business Administration, Concentration in Finance, Minor in International Relations
Boston University - International Programs
► Sydney Internship Program
MetLife June 2014 - Present
MetLife February 2013 - May 2014
TD Ameritrade January 2011 - October 2012
TD Ameritrade June 2009 - December 2010
Citi April 2008 - May 2008
NYCB May 2007 - August 2007
Merrill Lynch June 2004 - August 2007
Education
Boston University - School of Management
Bachelor of Science in Business Administration, Concentration in Finance, Minor in International Relations
Boston University - International Programs
► Sydney Internship Program
Rod Willyerd's TD Ameritrade Experience September 2014 - Present
Job Branch Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2014 - Present
TD Ameritrade November 2003 - September 2014
Skills
Investments, Wealth Management, Securities, Mutual Funds, Risk Management, Financial Services, Equities, Retirement Planning, Series 7, Series 24, Financial Planning, Investment Advisory, Portfolio Management, Asset Allocation, Asset Management
Education
Brigham Young University 1989 — 1995
TD Ameritrade September 2014 - Present
TD Ameritrade November 2003 - September 2014
Skills
Investments, Wealth Management, Securities, Mutual Funds, Risk Management, Financial Services, Equities, Retirement Planning, Series 7, Series 24, Financial Planning, Investment Advisory, Portfolio Management, Asset Allocation, Asset Management
Education
Brigham Young University 1989 — 1995
Brent Moors's TD Ameritrade Experience January 2007 - Present
Job Financial Instructor at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2007 - Present
Investools July 2004 - December 2006
Skills
Financial Analysis, Options, Coaching
Education
Western Governors University 2013 — 2014
Master of Arts (M.A.), Biological Science Education
Brigham Young University
Bachelor of Arts (B.A.), English/Language Arts Teacher Education
TD Ameritrade January 2007 - Present
Investools July 2004 - December 2006
Skills
Financial Analysis, Options, Coaching
Education
Western Governors University 2013 — 2014
Master of Arts (M.A.), Biological Science Education
Brigham Young University
Bachelor of Arts (B.A.), English/Language Arts Teacher Education
Chris Sabo's TD Ameritrade Experience November 2008 - Present
Job Risk Management Analyst at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade November 2008 - Present
TD Ameritrade July 2008 - October 2008
TD Ameritrade July 2007 - July 2008
TD Ameritrade November 2005 - July 2007
Ameritrade March 2005 - November 2005
Ameritrade November 2004 - March 2005
Ameritrade September 2002 - November 2004
Datek March 2000 - September 2002
Skills
Series 7, Series 63, Series 24, Series 4, Investment Advisers Act, FINRA, Risk Management, Uniform Combined State..., Securities, Mutual Funds, Equities, Options, Trading, Microsoft Office
Education
Kean University 1992 — 1999
BA, Earth Science
Brookdale Community College 1987 — 1990
AA, Science
Marlboro HS 1983 — 1987
TD Ameritrade November 2008 - Present
TD Ameritrade July 2008 - October 2008
TD Ameritrade July 2007 - July 2008
TD Ameritrade November 2005 - July 2007
Ameritrade March 2005 - November 2005
Ameritrade November 2004 - March 2005
Ameritrade September 2002 - November 2004
Datek March 2000 - September 2002
Skills
Series 7, Series 63, Series 24, Series 4, Investment Advisers Act, FINRA, Risk Management, Uniform Combined State..., Securities, Mutual Funds, Equities, Options, Trading, Microsoft Office
Education
Kean University 1992 — 1999
BA, Earth Science
Brookdale Community College 1987 — 1990
AA, Science
Marlboro HS 1983 — 1987
Deborah (Debbie) Lee's TD Ameritrade Experience June 2005 - April 2007
Job Seasoned Finance and Operations Director
Industry Management Consulting
Experience
IntegraCore July 2014 - Present
Self January 2011 - August 2014
Utah Transit Authority April 2007 - January 2011
TD Ameritrade June 2005 - April 2007
CR England April 1999 - August 2003
Amercian Stores June 1997 - April 1999
Steelcase May 1994 - June 1997
Target May 1991 - May 1994
Unisys June 1988 - May 1991
Skills
Business Strategy, Financial Analysis, Business Planning, Business Process, Analytics, Budget, Project Planning, Competitive Analysis, Project Management, Transportation..., Requirements Analysis, Business Process..., Logistics Management, Software Project..., Warehouse Management, Inventory Management, Enterprise Software, Program Management, Supply Chain Management, Warehousing, Budgets, Vendor Management, Leadership, Strategy, Strategic Planning, Process Improvement, Management, Team Building, Cross-functional Team...
Education
University of Wisconsin-Madison 1995 — 1995
Master's degree, Marketing
Brigham Young University 1989 — 1991
Master of Business Administration (M.B.A.), Business Administration and Management
Utah State University 1984 — 1989
Bachelor of Science (BS), Finance, Magna cum Laude
IntegraCore July 2014 - Present
Self January 2011 - August 2014
Utah Transit Authority April 2007 - January 2011
TD Ameritrade June 2005 - April 2007
CR England April 1999 - August 2003
Amercian Stores June 1997 - April 1999
Steelcase May 1994 - June 1997
Target May 1991 - May 1994
Unisys June 1988 - May 1991
Skills
Business Strategy, Financial Analysis, Business Planning, Business Process, Analytics, Budget, Project Planning, Competitive Analysis, Project Management, Transportation..., Requirements Analysis, Business Process..., Logistics Management, Software Project..., Warehouse Management, Inventory Management, Enterprise Software, Program Management, Supply Chain Management, Warehousing, Budgets, Vendor Management, Leadership, Strategy, Strategic Planning, Process Improvement, Management, Team Building, Cross-functional Team...
Education
University of Wisconsin-Madison 1995 — 1995
Master's degree, Marketing
Brigham Young University 1989 — 1991
Master of Business Administration (M.B.A.), Business Administration and Management
Utah State University 1984 — 1989
Bachelor of Science (BS), Finance, Magna cum Laude
Vijay VenkataSubramanyan's TD Ameritrade Experience October 2011 - Present
Job Application Development Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2011 - Present
Securities America April 2006 - October 2011
Cognizant Technology Solutions March 1998 - March 2006
ACNielsen 1999 - 2005
Tata Infotech 1997 - 1997
Education
Birla Institute of Technology 1994 — 1997
MCA, Computer Applications
DTEA Janak Puri
TD Ameritrade October 2011 - Present
Securities America April 2006 - October 2011
Cognizant Technology Solutions March 1998 - March 2006
ACNielsen 1999 - 2005
Tata Infotech 1997 - 1997
Education
Birla Institute of Technology 1994 — 1997
MCA, Computer Applications
DTEA Janak Puri
Warren Eastman's TD Ameritrade Experience February 2006 - April 2008
Job Executive Director at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase September 2010 - Present
Pershing December 2008 - September 2010
TD Ameritrade February 2006 - April 2008
DTCC May 2001 - December 2005
Wachovia June 2000 - May 2001
First Union National Bank December 1994 - June 2000
BayBank February 1989 - December 1994
Skills
Business Development, Sales Management, Mergers, Relationship Management, Sales, E-commerce, Equities, Securities, Financial Services, Fixed Income, Series 7, Mutual Funds, Capital Markets, Wealth Management
Education
Boston University 1991 — 1993
Master of Business Administration (MBA), Finance
Syracuse University 1983 — 1988
Bachelor of Science (BS), Finance, Economics
JP Morgan Chase September 2010 - Present
Pershing December 2008 - September 2010
TD Ameritrade February 2006 - April 2008
DTCC May 2001 - December 2005
Wachovia June 2000 - May 2001
First Union National Bank December 1994 - June 2000
BayBank February 1989 - December 1994
Skills
Business Development, Sales Management, Mergers, Relationship Management, Sales, E-commerce, Equities, Securities, Financial Services, Fixed Income, Series 7, Mutual Funds, Capital Markets, Wealth Management
Education
Boston University 1991 — 1993
Master of Business Administration (MBA), Finance
Syracuse University 1983 — 1988
Bachelor of Science (BS), Finance, Economics
Paul Siroky's TD Ameritrade Experience October 2014 - Present
Job Sr. Manager; Client Engagement Analytics at TD Ameritrade
Industry Marketing and Advertising
Experience
TD Ameritrade October 2014 - Present
The Children's Place March 2013 - October 2014
Dick's Sporting Goods July 2011 - March 2013
Dick's Sporting Goods June 2009 - July 2011
Skills
Predictive Modeling, Analytics, Market Research, Statistics, Consumer Insights, Data Mining, Customer Analytics, Data Analysis, Database Marketing, Marketing Strategy, SPSS, SAS, Marketing Research, Segmentation, Direct Marketing, Excel, CRM, Customer Insight
Education
Indiana University - Kelley School of Business 2007 — 2009
MBA, Decision Sciences, Marketing, Strategy
Boston University
BS, Hospitality Administration
TD Ameritrade October 2014 - Present
The Children's Place March 2013 - October 2014
Dick's Sporting Goods July 2011 - March 2013
Dick's Sporting Goods June 2009 - July 2011
Skills
Predictive Modeling, Analytics, Market Research, Statistics, Consumer Insights, Data Mining, Customer Analytics, Data Analysis, Database Marketing, Marketing Strategy, SPSS, SAS, Marketing Research, Segmentation, Direct Marketing, Excel, CRM, Customer Insight
Education
Indiana University - Kelley School of Business 2007 — 2009
MBA, Decision Sciences, Marketing, Strategy
Boston University
BS, Hospitality Administration
Scott Savarese's TD Ameritrade Experience January 2010 - January 2012
Job Managing Member at Savarese Tech, LLC
Industry Financial Services
Experience
Vitals.com October 2012 - July 2015
Two Sigma Investments January 2012 - October 2012
TD Ameritrade January 2010 - January 2012
Goldman Sachs May 2006 - December 2009
Goldman Sachs December 2002 - May 2006
MasterCard International June 2001 - December 2002
Andover Trading February 2001 - April 2001
Fortunecity.com July 2000 - December 2000
AnswerThink Consulting Group January 2000 - June 2000
Boston University February 1996 - December 1999
Skills
Unix, Linux, DNS, Servers, Perl, System Administration, Operating Systems, Security, IT Strategy, Red Hat Linux, CVS, Integration, Cloud Computing, Automation, Distributed Systems, Apache, Scripting, HTML, Clustering, Bash, Systems Management, System Architecture, Computer Hardware, Documentation, z/VM, zSeries, xSeries, Cfengine, Configuration Management, Nagios, Server Monitoring, SLES, VMware, Windows, Firewalls, Testing, Cluster, Microsoft SQL Server, RedHat, Storage, IIS, AIX, Oracle, Disaster Recovery, Enterprise Architecture, Solaris, Software Documentation, Virtualization, Infrastructure, Sybase
Education
Boston University 1995 — 1999
BA, Computer Science
Bronx High School of Science 1991 — 1995
HS, Science
Vitals.com October 2012 - July 2015
Two Sigma Investments January 2012 - October 2012
TD Ameritrade January 2010 - January 2012
Goldman Sachs May 2006 - December 2009
Goldman Sachs December 2002 - May 2006
MasterCard International June 2001 - December 2002
Andover Trading February 2001 - April 2001
Fortunecity.com July 2000 - December 2000
AnswerThink Consulting Group January 2000 - June 2000
Boston University February 1996 - December 1999
Skills
Unix, Linux, DNS, Servers, Perl, System Administration, Operating Systems, Security, IT Strategy, Red Hat Linux, CVS, Integration, Cloud Computing, Automation, Distributed Systems, Apache, Scripting, HTML, Clustering, Bash, Systems Management, System Architecture, Computer Hardware, Documentation, z/VM, zSeries, xSeries, Cfengine, Configuration Management, Nagios, Server Monitoring, SLES, VMware, Windows, Firewalls, Testing, Cluster, Microsoft SQL Server, RedHat, Storage, IIS, AIX, Oracle, Disaster Recovery, Enterprise Architecture, Solaris, Software Documentation, Virtualization, Infrastructure, Sybase
Education
Boston University 1995 — 1999
BA, Computer Science
Bronx High School of Science 1991 — 1995
HS, Science
Jeff Lang's TD Ameritrade Experience June 2003 - June 2010
Job Corporate Vice President Corporate Compliance Department at NewYork Life/Eagle Strategies LLC
Industry Financial Services
Experience
NewYork Life/Eagle Strategies LLC June 2013 - September 2015
Citigroup Global Markets Inc June 2010 - June 2013
TD Ameritrade June 2003 - June 2010
Fidelity Investments July 1998 - June 2003
LPL Financial November 1994 - July 1998
Phoenix Home Life Insurance Company December 1993 - November 1994
Private Practice of Law 1989 - 1993
Skills
Investment Advisory, Risk Management, Compliance, Compliance Management, Hedge Funds, Institutional, Brokerage, Series 7, Series 63, Series 24, Securities, Financial Services, Mutual Funds, Wealth Management, FINRA, Investments
Education
The University of Connecticut 1982 — 1986
BS, Finance
Boston University 2000 — 2002
Diploma in Financial Planning, Completed Program for Financial Planners
Syracuse University College of Law 1986 — 1989
Juris Doctor, Law
NewYork Life/Eagle Strategies LLC June 2013 - September 2015
Citigroup Global Markets Inc June 2010 - June 2013
TD Ameritrade June 2003 - June 2010
Fidelity Investments July 1998 - June 2003
LPL Financial November 1994 - July 1998
Phoenix Home Life Insurance Company December 1993 - November 1994
Private Practice of Law 1989 - 1993
Skills
Investment Advisory, Risk Management, Compliance, Compliance Management, Hedge Funds, Institutional, Brokerage, Series 7, Series 63, Series 24, Securities, Financial Services, Mutual Funds, Wealth Management, FINRA, Investments
Education
The University of Connecticut 1982 — 1986
BS, Finance
Boston University 2000 — 2002
Diploma in Financial Planning, Completed Program for Financial Planners
Syracuse University College of Law 1986 — 1989
Juris Doctor, Law
Eric Spencer's TD Ameritrade Experience August 2011 - February 2012
Job Regional Director at Instructure
Industry Information Technology and Services
Experience
Instructure, Inc. September 2013 - Present
TD Ameritrade August 2011 - February 2012
Fidelity Investments October 2005 - September 2011
Skills
Retirement Planning, Investments, Series 7, Mutual Funds, Series 63, Asset Allocation, Investment Strategies, FINRA, Uniform Combined State..., 401k, Series 65, Fixed Annuities, IRAs, Asset Management, Solution Selling, Start-ups, Leadership, Sales, Public Speaking, Educational Technology, Customer Service, Marketing Strategy, Management, Team Building, Marketing, Salesforce.com, Strategic Planning
Education
Brigham Young University - Hawaii 2002 — 2004
Bachelor of Science (BS), International Business Management, Summa Cum Laude
Instructure, Inc. September 2013 - Present
TD Ameritrade August 2011 - February 2012
Fidelity Investments October 2005 - September 2011
Skills
Retirement Planning, Investments, Series 7, Mutual Funds, Series 63, Asset Allocation, Investment Strategies, FINRA, Uniform Combined State..., 401k, Series 65, Fixed Annuities, IRAs, Asset Management, Solution Selling, Start-ups, Leadership, Sales, Public Speaking, Educational Technology, Customer Service, Marketing Strategy, Management, Team Building, Marketing, Salesforce.com, Strategic Planning
Education
Brigham Young University - Hawaii 2002 — 2004
Bachelor of Science (BS), International Business Management, Summa Cum Laude
Ryan Dudzinski, MPA's TD Ameritrade Experience March 2014 - Present
Job Client Risk Analyst at TD Ameritrade
Industry Banking
Experience
TD Ameritrade March 2014 - Present
First National Bank of Omaha May 2012 - March 2014
Lincoln Financial Group July 2010 - June 2012
Mutual of Omaha May 2008 - March 2010
University of Nebraska at Omaha 2009 - 2009
Skills
Visio, Software Documentation, Requirements Gathering, Business Analysis, Data Analysis, Risk Management, Analysis, Access, Project Management, SAS, Microsoft Excel, Business Process, Process Improvement, Systems Analysis, Analytics, Acrobatics, SQL, Microsoft Office
Education
University of Nebraska at Omaha 2011 — 2013
Master of Public Administration (M.P.A.), Non-Profit/Public/Organizational Management, 3.8
Boston University 2006 — 2008
M.A., International Relations
University of Nebraska at Omaha 2001 — 2005
Bachelor of Arts (B.A.), International Studies and Political Science
TD Ameritrade March 2014 - Present
First National Bank of Omaha May 2012 - March 2014
Lincoln Financial Group July 2010 - June 2012
Mutual of Omaha May 2008 - March 2010
University of Nebraska at Omaha 2009 - 2009
Skills
Visio, Software Documentation, Requirements Gathering, Business Analysis, Data Analysis, Risk Management, Analysis, Access, Project Management, SAS, Microsoft Excel, Business Process, Process Improvement, Systems Analysis, Analytics, Acrobatics, SQL, Microsoft Office
Education
University of Nebraska at Omaha 2011 — 2013
Master of Public Administration (M.P.A.), Non-Profit/Public/Organizational Management, 3.8
Boston University 2006 — 2008
M.A., International Relations
University of Nebraska at Omaha 2001 — 2005
Bachelor of Arts (B.A.), International Studies and Political Science
Kelly Allman's TD Ameritrade Experience April 2010 - December 2012
Job Manager
Industry Financial Services
Experience
Independent Investor May 1999 - Present
TD Ameritrade April 2010 - December 2012
TD Ameritrade April 2004 - April 2010
Skills
Product Development, Presentations, Corporate Training, Team Leadership, Portfolio Management, Tactical Asset..., Equity Trading, Option trading, Risk Management, Client Relations Skills, Retirement Planning, Performance Management, Consultative Selling..., Strategic Planning, Asset Gathering, Options, Series 7, Investments, Series 24, Series 63, FINRA, Securities, Equities, Financial Services, Technical Analysis
Education
Brigham Young University 1997 — 2001
B.S. in Business Administration, Finance & Entrepreneurship
Independent Investor May 1999 - Present
TD Ameritrade April 2010 - December 2012
TD Ameritrade April 2004 - April 2010
Skills
Product Development, Presentations, Corporate Training, Team Leadership, Portfolio Management, Tactical Asset..., Equity Trading, Option trading, Risk Management, Client Relations Skills, Retirement Planning, Performance Management, Consultative Selling..., Strategic Planning, Asset Gathering, Options, Series 7, Investments, Series 24, Series 63, FINRA, Securities, Equities, Financial Services, Technical Analysis
Education
Brigham Young University 1997 — 2001
B.S. in Business Administration, Finance & Entrepreneurship
Jeremy Despain's TD Ameritrade Experience March 2010 - Present
Job Business Strategy and Analytics Leader
Industry Financial Services
Experience
TD Ameritrade March 2010 - Present
TD Ameritrade June 2005 - February 2010
Toyo Tires April 2004 - June 2005
Toyo Tires August 2002 - April 2004
Funai Corporation February 2002 - August 2002
Skills
Forecasting, Series 63, Financial Analysis, Process Improvement, Analytics, Data Analysis, Financial Modeling, Investments, Business Analysis, Strategy, Business Strategy, Analysis, Series 7, Strategic Planning, Risk Management, Business Development, Management, Start-ups, Leadership
Education
California State University-Long Beach 2004 — 2005
MBA, MBA
Brigham Young University 1998 — 2001
BS, Finance
TD Ameritrade March 2010 - Present
TD Ameritrade June 2005 - February 2010
Toyo Tires April 2004 - June 2005
Toyo Tires August 2002 - April 2004
Funai Corporation February 2002 - August 2002
Skills
Forecasting, Series 63, Financial Analysis, Process Improvement, Analytics, Data Analysis, Financial Modeling, Investments, Business Analysis, Strategy, Business Strategy, Analysis, Series 7, Strategic Planning, Risk Management, Business Development, Management, Start-ups, Leadership
Education
California State University-Long Beach 2004 — 2005
MBA, MBA
Brigham Young University 1998 — 2001
BS, Finance
Alison Rodden's TD Ameritrade Experience January 2013 - Present
Job I help protect assets and continually solve problems that pose risk.
Industry Financial Services
Experience
TD Ameritrade January 2013 - Present
TD Ameritrade December 2006 - January 2013
TD Ameritrade May 2006 - December 2006
TD Ameritrade November 2004 - April 2006
Skills
Risk Management, Investments, Financial Services, Portfolio Management, Financial Analysis, Analysis, Microsoft Office, Series 7, Series 63, Series 65, Series 24, Project Management, Debt Collection, Negotiation, Securities, Equities, FINRA, Trading
Education
St. Ambrose University 1999 — 2001
Bachelor's, Political Science
St. Ambrose University 1999 — 2001
Bachelor's degree, Political Science and Government
Black Hawk College 1993 — 2000
Associates, Liberal Arts and Sciences/Liberal Studies
TD Ameritrade January 2013 - Present
TD Ameritrade December 2006 - January 2013
TD Ameritrade May 2006 - December 2006
TD Ameritrade November 2004 - April 2006
Skills
Risk Management, Investments, Financial Services, Portfolio Management, Financial Analysis, Analysis, Microsoft Office, Series 7, Series 63, Series 65, Series 24, Project Management, Debt Collection, Negotiation, Securities, Equities, FINRA, Trading
Education
St. Ambrose University 1999 — 2001
Bachelor's, Political Science
St. Ambrose University 1999 — 2001
Bachelor's degree, Political Science and Government
Black Hawk College 1993 — 2000
Associates, Liberal Arts and Sciences/Liberal Studies
Glen Bover's TD Ameritrade Experience 2003 - 2005
Job Vice President, Tax Services Division
Industry Financial Services
Experience
Broadridge October 2008 - Present
Financial Industry Technical Services (FITS) July 2008 - October 2008
Jefferies & Company 2006 - 2008
Broadridge December 2005 - August 2006
TD Ameritrade 2003 - 2005
Datek Online 1999 - 2003
Paine Webber December 1995 - May 1999
PaineWebber 1995 - 1999
Wall Street Concepts September 1992 - December 1995
Skills
Tax, Project Management, Securities, Account Reconciliation, Series 7, Financial Services, FINRA, Risk Management, Outsourcing, Mutual Funds, Corporate Actions, Portfolio Management, Alternative Investments, Equities, Financial Risk, Prime Brokerage, Fixed Income, Back Office, Hedge Funds, Investments, Investment Banking, Capital Markets, Derivatives, Bloomberg, Trading Systems, Middle Office, Series 63, Options
Education
Boston University 2006 — 2006
Certification, Project Management
Fordham University 1987 — 1991
Bachelors, Finance
Broadridge October 2008 - Present
Financial Industry Technical Services (FITS) July 2008 - October 2008
Jefferies & Company 2006 - 2008
Broadridge December 2005 - August 2006
TD Ameritrade 2003 - 2005
Datek Online 1999 - 2003
Paine Webber December 1995 - May 1999
PaineWebber 1995 - 1999
Wall Street Concepts September 1992 - December 1995
Skills
Tax, Project Management, Securities, Account Reconciliation, Series 7, Financial Services, FINRA, Risk Management, Outsourcing, Mutual Funds, Corporate Actions, Portfolio Management, Alternative Investments, Equities, Financial Risk, Prime Brokerage, Fixed Income, Back Office, Hedge Funds, Investments, Investment Banking, Capital Markets, Derivatives, Bloomberg, Trading Systems, Middle Office, Series 63, Options
Education
Boston University 2006 — 2006
Certification, Project Management
Fordham University 1987 — 1991
Bachelors, Finance
Geraldine Hansell's TD Ameritrade Experience June 2010 - October 2011
Job Associate at Apollo Global Management LLC
Industry Financial Services
Experience
Apollo Global Management LLC January 2014 - Present
TUDOR INVESTMENT CORPORATION October 2011 - January 2014
TD Ameritrade June 2010 - October 2011
IBM June 2009 - August 2009
Skills
Financial Modeling, Equities, Series 7, Valuation, Equity Research, Hedge Funds, Investment Management, Quantitative Analytics, Asset Allocation, Alternative Investments, Derivatives, Capital Markets, Bloomberg Terminal, Options, Quantitative Finance, Bonds
Education
Boston University - School of Management 2006 — 2010
BS, Finance
New York University 2011 — 2011
SCPS: Mergers & Acquisitions; US and Overseas
Apollo Global Management LLC January 2014 - Present
TUDOR INVESTMENT CORPORATION October 2011 - January 2014
TD Ameritrade June 2010 - October 2011
IBM June 2009 - August 2009
Skills
Financial Modeling, Equities, Series 7, Valuation, Equity Research, Hedge Funds, Investment Management, Quantitative Analytics, Asset Allocation, Alternative Investments, Derivatives, Capital Markets, Bloomberg Terminal, Options, Quantitative Finance, Bonds
Education
Boston University - School of Management 2006 — 2010
BS, Finance
New York University 2011 — 2011
SCPS: Mergers & Acquisitions; US and Overseas
Natasha Miles-Lee's TD Ameritrade Experience August 1998 - May 2003
Job Private Wealth Management Advisory Surveillance Analyst at Morgan Stanley Smith Barney
Industry Financial Services
Experience
David Lerner Associates, Inc. October 2013 - Present
JPMorgan Chase February 2012 - April 2012
Morgan Stanley Smith Barney February 2007 - December 2011
AIG May 2006 - February 2007
Bank of America August 2003 - January 2006
TD Ameritrade August 1998 - May 2003
Skills
Fixed Income, Mutual Funds, Asset Management, Back Office, Portfolio Management, Trading, Asset, Series 63, Investments, Series 7, Private Equity, Securities, Compliance, Equities, Wealth Management, Financial Reporting, Banking, Derivatives, Valuation, Customer Relations, Bonds, Investment Banking, Financial Analysis, Asset Managment, Capital Markets, Asset Allocation, Customer Service, FINRA, Financial Services, Risk Management, Finance, Financial Advisory, Financial Risk, Management, Due Diligence, Bloomberg, Alternative Investments, Credit, Anti Money Laundering
Education
Binghamton University
BA, Pre-Law/Sociology
David Lerner Associates, Inc. October 2013 - Present
JPMorgan Chase February 2012 - April 2012
Morgan Stanley Smith Barney February 2007 - December 2011
AIG May 2006 - February 2007
Bank of America August 2003 - January 2006
TD Ameritrade August 1998 - May 2003
Skills
Fixed Income, Mutual Funds, Asset Management, Back Office, Portfolio Management, Trading, Asset, Series 63, Investments, Series 7, Private Equity, Securities, Compliance, Equities, Wealth Management, Financial Reporting, Banking, Derivatives, Valuation, Customer Relations, Bonds, Investment Banking, Financial Analysis, Asset Managment, Capital Markets, Asset Allocation, Customer Service, FINRA, Financial Services, Risk Management, Finance, Financial Advisory, Financial Risk, Management, Due Diligence, Bloomberg, Alternative Investments, Credit, Anti Money Laundering
Education
Binghamton University
BA, Pre-Law/Sociology
Scott Durfey's TD Ameritrade Experience 2006 - Present
Job Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade 2006 - Present
Skills
Analytics, Business Planning, Investment Management, Credit Risk, Analysis, Marketing Strategy, Entrepreneurship, Business Strategy, Finance, Financial Analysis, Financial Modeling, Investments, Leadership, Account Management, Banking, Business Analysis, Business Development, Management, Management Consulting, Marketing, Mergers & Acquisitions, Mutual Funds, Portfolio Management, Project Management, Public Speaking, Risk Management, Sales, Series 7, Start-ups, Strategic Financial..., Strategic Planning, Strategy, Trading, Financial Planning
Education
Glendale University 1995 — 1997
MBA, Busines Administration
Brigham Young University
Business Administration and Management, General
University of Phoenix
BSBA, Busines Administration
TD Ameritrade 2006 - Present
Skills
Analytics, Business Planning, Investment Management, Credit Risk, Analysis, Marketing Strategy, Entrepreneurship, Business Strategy, Finance, Financial Analysis, Financial Modeling, Investments, Leadership, Account Management, Banking, Business Analysis, Business Development, Management, Management Consulting, Marketing, Mergers & Acquisitions, Mutual Funds, Portfolio Management, Project Management, Public Speaking, Risk Management, Sales, Series 7, Start-ups, Strategic Financial..., Strategic Planning, Strategy, Trading, Financial Planning
Education
Glendale University 1995 — 1997
MBA, Busines Administration
Brigham Young University
Business Administration and Management, General
University of Phoenix
BSBA, Busines Administration
Greg Wehmeyer's TD Ameritrade Experience September 2009 - February 2010
Job HR Technology Specialist at BCBSNE
Industry Human Resources
Experience
Blue Cross Blue Shield of Nebraska July 2014 - Present
Kiewit November 2010 - July 2014
Union Pacific Railroad May 2010 - November 2010
TD Ameritrade September 2009 - February 2010
Union Pacific May 2008 - August 2008
Scheels All Sports April 2006 - May 2007
Big Brothers Big Sisters of Siouxland 2006 - 2006
Skills
Change Management, Customer Service, Employee Relations, Human Resources, Leadership, Leadership Development, Microsoft Excel, Microsoft Office, Performance Management, Recruiting, Succession Planning, Training, Management
Education
University of Northern Iowa 2007 — 2009
MA, Industrial Organizational Psychology
Briar Cliff University 2003 — 2007
BA, Psychology
Blue Cross Blue Shield of Nebraska July 2014 - Present
Kiewit November 2010 - July 2014
Union Pacific Railroad May 2010 - November 2010
TD Ameritrade September 2009 - February 2010
Union Pacific May 2008 - August 2008
Scheels All Sports April 2006 - May 2007
Big Brothers Big Sisters of Siouxland 2006 - 2006
Skills
Change Management, Customer Service, Employee Relations, Human Resources, Leadership, Leadership Development, Microsoft Excel, Microsoft Office, Performance Management, Recruiting, Succession Planning, Training, Management
Education
University of Northern Iowa 2007 — 2009
MA, Industrial Organizational Psychology
Briar Cliff University 2003 — 2007
BA, Psychology
Dennis Reichenberg's TD Ameritrade Experience 2003 - 2005
Job Sr. Manager, Trading and Trade Support
Industry Investment Management
Experience
Charles Schwab Investment Advisory 2012 - Present
Charles Schwab Investment Advisory 2007 - 2012
Charles Schwab 2006 - 2007
TD Ameritrade 2003 - 2005
Nicholas Applegate 2000 - 2003
Scudder Investments 1998 - 2000
Skills
Separately Managed..., Managed Accounts, ETFs, Investments, Series 7, Mutual Funds, Investment Advisory, Asset Managment, Equity Trading, Alternative Investments, Asset Allocation, FINRA, Investment Strategies, Securities, Portfolio Management, Hedge Funds, Institutional..., RIA, Trade Compliance, Wrap Accounts, Emerging Markets, International..., Trade Fund Management, Bloomberg, Thompson One, Managing Accounts, Investment Management, Trading, SMA, Trade Operations, Rebalancing, Unified Managed Accounts, BlackRock Aladdin, Charles River IMS, Security APL, Order Routing, Dark Pools, Best Execution, Program Trading, Automated Trading, Asset Management, Equities, Options, Series 65, Equity Research, Risk Management
Education
Boston University 1994 — 1998
Bachelor's degree, International Relations
Northfield Mount Hermon
Charles Schwab Investment Advisory 2012 - Present
Charles Schwab Investment Advisory 2007 - 2012
Charles Schwab 2006 - 2007
TD Ameritrade 2003 - 2005
Nicholas Applegate 2000 - 2003
Scudder Investments 1998 - 2000
Skills
Separately Managed..., Managed Accounts, ETFs, Investments, Series 7, Mutual Funds, Investment Advisory, Asset Managment, Equity Trading, Alternative Investments, Asset Allocation, FINRA, Investment Strategies, Securities, Portfolio Management, Hedge Funds, Institutional..., RIA, Trade Compliance, Wrap Accounts, Emerging Markets, International..., Trade Fund Management, Bloomberg, Thompson One, Managing Accounts, Investment Management, Trading, SMA, Trade Operations, Rebalancing, Unified Managed Accounts, BlackRock Aladdin, Charles River IMS, Security APL, Order Routing, Dark Pools, Best Execution, Program Trading, Automated Trading, Asset Management, Equities, Options, Series 65, Equity Research, Risk Management
Education
Boston University 1994 — 1998
Bachelor's degree, International Relations
Northfield Mount Hermon
Alan C. Anderson's TD Ameritrade Experience December 2009 - December 2010
Job Investment Solutions ConsultantFILI at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
Fidelity Investments March 2012 - July 2013
Fidelity Investments December 2010 - March 2012
TD Ameritrade December 2009 - December 2010
Fidelity Investments April 2006 - February 2009
Fidelity Investments January 2006 - March 2006
Fidelity Investments March 2005 - December 2005
Fidelity Investments August 2004 - February 2005
Fidelity Investments January 2004 - August 2004
Boy Scouts of America May 2003 - August 2003
Skills
Public Speaking, Leadership, Process Improvement, Project Management
Education
Brigham Young University 2001 — 2003
Bachelor of Science (BS), Recreation Management & Youth Leadership
Snow College 2000 — 2001
Associate of Arts (AA), Communications
Snow College 1997 — 1998
Communications
Fidelity Investments July 2013 - Present
Fidelity Investments March 2012 - July 2013
Fidelity Investments December 2010 - March 2012
TD Ameritrade December 2009 - December 2010
Fidelity Investments April 2006 - February 2009
Fidelity Investments January 2006 - March 2006
Fidelity Investments March 2005 - December 2005
Fidelity Investments August 2004 - February 2005
Fidelity Investments January 2004 - August 2004
Boy Scouts of America May 2003 - August 2003
Skills
Public Speaking, Leadership, Process Improvement, Project Management
Education
Brigham Young University 2001 — 2003
Bachelor of Science (BS), Recreation Management & Youth Leadership
Snow College 2000 — 2001
Associate of Arts (AA), Communications
Snow College 1997 — 1998
Communications
Cody Forbush's TD Ameritrade Experience August 2012 - Present
Job Investment Consultant at TD Ameritrade
Industry Investment Management
Experience
TD Ameritrade August 2012 - Present
TD Ameritrade August 2010 - August 2012
Omaha Steaks February 2008 - August 2009
Education
University of Nebraska at Omaha 2014 — 2016
Master of Business Administration (M.B.A.), Accounting and Finance
University of Nebraska at Omaha 2008 — 2010
Bachelor of Science (B.S.), Accounting and Finance, 3.7
Brigham Young University - Idaho 2003 — 2006
Associate's degree, General Studies
TD Ameritrade August 2012 - Present
TD Ameritrade August 2010 - August 2012
Omaha Steaks February 2008 - August 2009
Education
University of Nebraska at Omaha 2014 — 2016
Master of Business Administration (M.B.A.), Accounting and Finance
University of Nebraska at Omaha 2008 — 2010
Bachelor of Science (B.S.), Accounting and Finance, 3.7
Brigham Young University - Idaho 2003 — 2006
Associate's degree, General Studies
Daniel Nickerson, CFA's TD Ameritrade Experience June 2010 - August 2010
Job Pricing and Valuation Analyst at The Baupost Group
Industry Financial Services
Experience
The Baupost Group June 2012 - Present
State Street March 2011 - June 2012
TD Ameritrade June 2010 - August 2010
Kinsale Capital Management April 2010 - June 2010
Caritas Collective January 2009 - April 2009
New Jersey Devils June 2008 - August 2008
Merrill Lynch Global Wealth Management June 2008 - August 2008
Skills
Microsoft Office, Structured Products
Education
Boston University Questrom School of Business 2007 — 2011
Business Administration, Finance, Economics
Christian Brothers Academy 2003 — 2007
The Baupost Group June 2012 - Present
State Street March 2011 - June 2012
TD Ameritrade June 2010 - August 2010
Kinsale Capital Management April 2010 - June 2010
Caritas Collective January 2009 - April 2009
New Jersey Devils June 2008 - August 2008
Merrill Lynch Global Wealth Management June 2008 - August 2008
Skills
Microsoft Office, Structured Products
Education
Boston University Questrom School of Business 2007 — 2011
Business Administration, Finance, Economics
Christian Brothers Academy 2003 — 2007
Besjana Husted's TD Ameritrade Experience September 2008 - April 2010
Job Owner at Fairytale Piano Academy
Industry Music
Experience
Fairytale Piano Academy May 2014 - Present
TD Ameritrade September 2008 - April 2010
Skills
Risk Management, Wealth Management, Securities, Investments, Series 63, Equities, Portfolio Management, Finance, Series 7, Asset Management, Mutual Funds, Financial Analysis, Financial Modeling, Valuation, Credit, Banking
Education
CFP Candidate 2014 — 2014
Brigham Young University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management
Fairytale Piano Academy May 2014 - Present
TD Ameritrade September 2008 - April 2010
Skills
Risk Management, Wealth Management, Securities, Investments, Series 63, Equities, Portfolio Management, Finance, Series 7, Asset Management, Mutual Funds, Financial Analysis, Financial Modeling, Valuation, Credit, Banking
Education
CFP Candidate 2014 — 2014
Brigham Young University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management
Jackie Katz's TD Ameritrade Experience October 1998 - March 2004
Job Visual FoxPro Developer
Industry Information Technology and Services
Experience
Pennsylvania Coach Lines August 2010 - Present
TD Ameritrade October 1998 - March 2004
Datek Online October 1993 - October 1998
Skills
Databases, SQL, Unix, XML, Visio, Testing, Microsoft SQL Server, Web Applications, Visual Basic, VB.NET
Education
Binghamton University 1988 — 1992
BA, Foreign Languages and Linguistics
Pennsylvania Coach Lines August 2010 - Present
TD Ameritrade October 1998 - March 2004
Datek Online October 1993 - October 1998
Skills
Databases, SQL, Unix, XML, Visio, Testing, Microsoft SQL Server, Web Applications, Visual Basic, VB.NET
Education
Binghamton University 1988 — 1992
BA, Foreign Languages and Linguistics
Gerald Lind's TD Ameritrade Experience August 2011 - Present
Job Manager, Strategy and Analysis at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2011 - Present
Verizon Wireless January 2010 - August 2011
The Selling Source LLS April 2009 - December 2009
Farmers Insurance May 2006 - April 2009
Skills
Analytics, Account Management, Forecasting, Microsoft Excel, Process Improvement, Strategic Planning, SQL, SAS, Salesforce.com, Analysis, Financial Modeling, Strategy, Leadership, Risk Management
Education
Utah State University 2010 — 2013
Master, Business Administration
Brigham Young University 2002 — 2006
B.S, Statistics; Actuarial Science
TD Ameritrade August 2011 - Present
Verizon Wireless January 2010 - August 2011
The Selling Source LLS April 2009 - December 2009
Farmers Insurance May 2006 - April 2009
Skills
Analytics, Account Management, Forecasting, Microsoft Excel, Process Improvement, Strategic Planning, SQL, SAS, Salesforce.com, Analysis, Financial Modeling, Strategy, Leadership, Risk Management
Education
Utah State University 2010 — 2013
Master, Business Administration
Brigham Young University 2002 — 2006
B.S, Statistics; Actuarial Science
Justin Randermann's TD Ameritrade Experience February 2013 - Present
Job Financial Representative at TD Ameritrade
Industry Retail
Experience
TD Ameritrade February 2013 - Present
University of Texas at Arlington June 2012 - May 2013
Michaels Arts and Crafts September 2010 - June 2012
Michaels Stores, Inc. August 2005 - October 2010
sears 2000 - 2005
Skills
Store Management, Retail Management, Stores, Loss Prevention, Merchandising, Big Box, Shrinkage, Visual Merchandising, Store Operations, Planograms, INTJ, Morningstar Direct..., Time Management
Education
The University of Texas at Arlington - College of Business Administration 2012 — 2013
Bachelor of Science (BS), Finance, 3.5
Texas A&M University 1996 — 2000
Psychology BS
Blinn College 1995 — 1996
Associate's degree, Science
TD Ameritrade February 2013 - Present
University of Texas at Arlington June 2012 - May 2013
Michaels Arts and Crafts September 2010 - June 2012
Michaels Stores, Inc. August 2005 - October 2010
sears 2000 - 2005
Skills
Store Management, Retail Management, Stores, Loss Prevention, Merchandising, Big Box, Shrinkage, Visual Merchandising, Store Operations, Planograms, INTJ, Morningstar Direct..., Time Management
Education
The University of Texas at Arlington - College of Business Administration 2012 — 2013
Bachelor of Science (BS), Finance, 3.5
Texas A&M University 1996 — 2000
Psychology BS
Blinn College 1995 — 1996
Associate's degree, Science
Nikol Dor's TD Ameritrade Experience May 2014 - Present
Job Senior Paralegal at TD Ameritrade
Industry Legal Services
Experience
TD Ameritrade May 2014 - Present
Patton Boggs LLP November 2011 - May 2014
Societe Generale March 2010 - November 2011
JPMorgan Chase (formerly know as Bear Stearns & Co.) March 2007 - June 2008
New York Life Investment Management LLC September 2006 - February 2007
Sabin, Bermant & Gould LLP August 2005 - August 2006
Bingham McCutchen LLP (formerly McKee Nelson LLP) August 2002 - August 2005
Skills
Structured Products, Derivatives, Hedge Funds, Trading, Equities, Securities, Mergers & Acquisitions, Finance, Corporate Finance, Investments, Alternative Investments, Due Diligence, Structured Finance, Corporate Law, Capital Markets
Education
LIU Brooklyn 2003 — 2005
MBA, Finance
Boston College 1998 — 2002
BA, Economics
TD Ameritrade May 2014 - Present
Patton Boggs LLP November 2011 - May 2014
Societe Generale March 2010 - November 2011
JPMorgan Chase (formerly know as Bear Stearns & Co.) March 2007 - June 2008
New York Life Investment Management LLC September 2006 - February 2007
Sabin, Bermant & Gould LLP August 2005 - August 2006
Bingham McCutchen LLP (formerly McKee Nelson LLP) August 2002 - August 2005
Skills
Structured Products, Derivatives, Hedge Funds, Trading, Equities, Securities, Mergers & Acquisitions, Finance, Corporate Finance, Investments, Alternative Investments, Due Diligence, Structured Finance, Corporate Law, Capital Markets
Education
LIU Brooklyn 2003 — 2005
MBA, Finance
Boston College 1998 — 2002
BA, Economics
Susan Boudrot's TD Ameritrade Experience October 2011 - Present
Job Chief Compliance Officer Retail Brokerage at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2011 - Present
Susan M. Boudrot Consulting January 2011 - October 2011
Fidelity Investments 2008 - 2010
Fidelity Investments 2004 - 2008
Fidelity Investments 2003 - 2004
Charles Schwab 1998 - 2003
Brown & Company Securities Corp. 1994 - 1998
US Securities and Exchange Commission 1989 - 1994
Weiss Angoff Coltin Koski & Wolf 1987 - 1989
Skills
Series 7, Securities, Mutual Funds, Investment Advisory, Compliance, Options, Investments, Risk, Pensions, FINRA, Series 24, AML, Fixed Income, Series 63, Equities, Risk Management, Alternative Investments, Asset Management, OFAC, Brokerage, ERISA, Securities Law, Back Office, Wealth Management, Executive Management, Bonds, Series 3, Commodities and Futures
Education
Boston University Questrom School of Business 1987 — 1989
MBA, Management
Boston University School of Law 1984 — 1987
Juris Doctorate, Law
Regis College 1980 — 1984
Bachelor of Arts, Political Science
TD Ameritrade October 2011 - Present
Susan M. Boudrot Consulting January 2011 - October 2011
Fidelity Investments 2008 - 2010
Fidelity Investments 2004 - 2008
Fidelity Investments 2003 - 2004
Charles Schwab 1998 - 2003
Brown & Company Securities Corp. 1994 - 1998
US Securities and Exchange Commission 1989 - 1994
Weiss Angoff Coltin Koski & Wolf 1987 - 1989
Skills
Series 7, Securities, Mutual Funds, Investment Advisory, Compliance, Options, Investments, Risk, Pensions, FINRA, Series 24, AML, Fixed Income, Series 63, Equities, Risk Management, Alternative Investments, Asset Management, OFAC, Brokerage, ERISA, Securities Law, Back Office, Wealth Management, Executive Management, Bonds, Series 3, Commodities and Futures
Education
Boston University Questrom School of Business 1987 — 1989
MBA, Management
Boston University School of Law 1984 — 1987
Juris Doctorate, Law
Regis College 1980 — 1984
Bachelor of Arts, Political Science
Shannon Bené, CFP®'s TD Ameritrade Experience August 2013 - Present
Job Branch Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2013 - Present
Fidelity Investments February 2010 - August 2013
Fidelity Investments February 2008 - February 2010
Fidelity Investments July 2006 - February 2008
Fidelity Investments June 2005 - July 2006
Fidelity Investments May 2004 - June 2005
Fidelity Investments May 2000 - May 2004
Fidelity Investments August 1998 - May 2000
Fidelity Investments November 1995 - August 1998
Skills
Investments, Mutual Funds, Wealth Management, Retirement Planning, Series 7, Financial Services, Securities, Series 65, Series 6, Certified Financial..., Series 9, Series 10, Life Insurance, Asset Allocation, Retirement, Series 63
Education
Boston College 2001 — 2005
Master of Business Administration (M.B.A.), Finance, General
Southern Methodist University 1991 — 1995
Bachelor of Arts (B.A.), English Language and Literature, General
TD Ameritrade August 2013 - Present
Fidelity Investments February 2010 - August 2013
Fidelity Investments February 2008 - February 2010
Fidelity Investments July 2006 - February 2008
Fidelity Investments June 2005 - July 2006
Fidelity Investments May 2004 - June 2005
Fidelity Investments May 2000 - May 2004
Fidelity Investments August 1998 - May 2000
Fidelity Investments November 1995 - August 1998
Skills
Investments, Mutual Funds, Wealth Management, Retirement Planning, Series 7, Financial Services, Securities, Series 65, Series 6, Certified Financial..., Series 9, Series 10, Life Insurance, Asset Allocation, Retirement, Series 63
Education
Boston College 2001 — 2005
Master of Business Administration (M.B.A.), Finance, General
Southern Methodist University 1991 — 1995
Bachelor of Arts (B.A.), English Language and Literature, General
Jake Eggett's TD Ameritrade Experience June 2010 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2010 - Present
Fidelity Investments 2005 - 2010
Skills
Series 7, Series 63, Retirement Planning, Asset Management, 401k, Asset Allocation, FINRA, Financial Analysis, Investment Advisory, Investments, Mutual Funds, Retirement, Securities, Strategic Financial..., Uniform Combined State..., Wealth Management, Financial Planning
Education
Brigham Young University 2003 — 2005
Bachelor, Finance
Utah Valley University 2001 — 2003
Associate, Accounting
TD Ameritrade June 2010 - Present
Fidelity Investments 2005 - 2010
Skills
Series 7, Series 63, Retirement Planning, Asset Management, 401k, Asset Allocation, FINRA, Financial Analysis, Investment Advisory, Investments, Mutual Funds, Retirement, Securities, Strategic Financial..., Uniform Combined State..., Wealth Management, Financial Planning
Education
Brigham Young University 2003 — 2005
Bachelor, Finance
Utah Valley University 2001 — 2003
Associate, Accounting
Jake Oates's TD Ameritrade Experience September 2006 - June 2009
Job Signal Officer at US Army
Industry Military
Experience
US Army June 2009 - Present
TD Ameritrade September 2006 - June 2009
Education
Brigham Young University 1998 — 2001
BS
US Army June 2009 - Present
TD Ameritrade September 2006 - June 2009
Education
Brigham Young University 1998 — 2001
BS
Jake Mayorga's TD Ameritrade Experience January 2011 - December 2011
Job Customer Advocacy Manager at Adobe
Industry Marketing and Advertising
Experience
Adobe June 2015 - Present
Adobe May 2014 - May 2015
Adobe May 2013 - August 2013
LifeVantage Corporation December 2011 - August 2012
TD Ameritrade January 2011 - December 2011
TD Ameritrade September 2010 - December 2010
Lands' End June 2009 - September 2010
Skills
Strategic Planning, SQL, VBA, Analytics, Statistical Modeling, Microsoft Office, Data Analysis, Financial Modeling, Marketing, Analysis, Product Management, Marketing Strategy, Process Improvement, Competitive Analysis, Project Management, Leadership, Social Media Marketing, Public Speaking, Social Media, Market Research, Business Strategy, Segmentation, Strategy, Entrepreneurship, Marketing Research, Sales, Management, Salesforce.com, Web Analytics, Business Development, Team Leadership, Cross-functional Team..., Online Advertising, Services Marketing, Training, Market Analysis, Product Marketing, SPSS, CRM, Marketing Management
Education
Brigham Young University 2012 — 2014
Master of Business Administration (MBA), Marketing
Brigham Young University 2005 — 2009
BS, Management Emphasis in Strategy
Adobe June 2015 - Present
Adobe May 2014 - May 2015
Adobe May 2013 - August 2013
LifeVantage Corporation December 2011 - August 2012
TD Ameritrade January 2011 - December 2011
TD Ameritrade September 2010 - December 2010
Lands' End June 2009 - September 2010
Skills
Strategic Planning, SQL, VBA, Analytics, Statistical Modeling, Microsoft Office, Data Analysis, Financial Modeling, Marketing, Analysis, Product Management, Marketing Strategy, Process Improvement, Competitive Analysis, Project Management, Leadership, Social Media Marketing, Public Speaking, Social Media, Market Research, Business Strategy, Segmentation, Strategy, Entrepreneurship, Marketing Research, Sales, Management, Salesforce.com, Web Analytics, Business Development, Team Leadership, Cross-functional Team..., Online Advertising, Services Marketing, Training, Market Analysis, Product Marketing, SPSS, CRM, Marketing Management
Education
Brigham Young University 2012 — 2014
Master of Business Administration (MBA), Marketing
Brigham Young University 2005 — 2009
BS, Management Emphasis in Strategy
Adam Sabo's TD Ameritrade Experience December 2003 - January 2009
Job Home Loans Servicing at Bank of America
Industry Real Estate
Experience
Bank of America March 2010 - Present
CoreLogic April 2009 - March 2010
TD Ameritrade December 2003 - January 2009
Skills
Forclosures, Property Tax, Banking, Credit, Loans, Mortgage Lending, Credit Analysis, Commercial Banking, Retail Banking, Credit Risk, Portfolio Management, Mortgage Banking, Risk Management, Loan Origination, Commercial Lending, Financial Analysis, Financial Risk, Finance
Education
Brookdale Community College 1998 — 2000
International Business
Marlboro High School 1994 — 1997
Bank of America March 2010 - Present
CoreLogic April 2009 - March 2010
TD Ameritrade December 2003 - January 2009
Skills
Forclosures, Property Tax, Banking, Credit, Loans, Mortgage Lending, Credit Analysis, Commercial Banking, Retail Banking, Credit Risk, Portfolio Management, Mortgage Banking, Risk Management, Loan Origination, Commercial Lending, Financial Analysis, Financial Risk, Finance
Education
Brookdale Community College 1998 — 2000
International Business
Marlboro High School 1994 — 1997
Vicky Chung's TD Ameritrade Experience June 2004 - May 2005
Job Director, Creative Services at Coach
Industry Retail
Experience
Coach September 2013 - Present
Coach January 2010 - August 2013
Tiffany & Co. June 2005 - April 2008
TD Ameritrade June 2004 - May 2005
Verizon Communications December 2001 - May 2004
Ethnicgrocer.com January 2000 - December 2001
Young & Rubicam (Mosaica) October 1997 - December 1999
LLT Advertising June 1994 - October 1996
Skills
Integrated Marketing, Digital Marketing, Digital Strategy, Fashion, Advertising, Social Media Marketing, Social Media, Marketing Communications, Marketing, Online Advertising, Brand Development, Email Marketing, Retail, Digital Media, Media Planning
Education
Boston University 1992 — 1994
Master of Science, Mass Commuications
Coach September 2013 - Present
Coach January 2010 - August 2013
Tiffany & Co. June 2005 - April 2008
TD Ameritrade June 2004 - May 2005
Verizon Communications December 2001 - May 2004
Ethnicgrocer.com January 2000 - December 2001
Young & Rubicam (Mosaica) October 1997 - December 1999
LLT Advertising June 1994 - October 1996
Skills
Integrated Marketing, Digital Marketing, Digital Strategy, Fashion, Advertising, Social Media Marketing, Social Media, Marketing Communications, Marketing, Online Advertising, Brand Development, Email Marketing, Retail, Digital Media, Media Planning
Education
Boston University 1992 — 1994
Master of Science, Mass Commuications
Peter DeTommaso III's TD Ameritrade Experience June 2013 - January 2014
Job Junior Deduction Allocation Analyst
Industry Food & Beverages
Experience
Applegate March 2014 - Present
TD Ameritrade June 2013 - January 2014
Home Owners Heaven October 2006 - October 2012
Education
Centenary College 2009 — 2010
Bachelor of Business Administration (B.B.A.), Marketing
Raritan Valley Community College 2007 — 2008
Associate's Degree, Business Administration and Management, General
Bloomsburg University of Pennsylvania 2003 — 2006
Business Administration and Management, General
Applegate March 2014 - Present
TD Ameritrade June 2013 - January 2014
Home Owners Heaven October 2006 - October 2012
Education
Centenary College 2009 — 2010
Bachelor of Business Administration (B.B.A.), Marketing
Raritan Valley Community College 2007 — 2008
Associate's Degree, Business Administration and Management, General
Bloomsburg University of Pennsylvania 2003 — 2006
Business Administration and Management, General
Jennifer Cabral, CAMS's TD Ameritrade Experience February 2004 - November 2006
Job at
Industry Financial Services
Experience
Santander Bank, N.A. March 2015 - Present
RBS Citizens Financial Group May 2013 - Present
State Street Bank 2010 - May 2013
RBS Citizens Group 2013 - 2013
State Street Bank May 2007 - November 2010
TD Ameritrade February 2004 - November 2006
Skills
Equities, Securities, Banking, Fixed Income, Mutual Funds, Bloomberg, Series 7, Investments, Portfolio Management, Asset Managment, Financial Risk, Derivatives, Risk Management, Financial Analysis, Hedge Funds
Education
Boston University
Bachelor's degree, Political Science and Government
Santander Bank, N.A. March 2015 - Present
RBS Citizens Financial Group May 2013 - Present
State Street Bank 2010 - May 2013
RBS Citizens Group 2013 - 2013
State Street Bank May 2007 - November 2010
TD Ameritrade February 2004 - November 2006
Skills
Equities, Securities, Banking, Fixed Income, Mutual Funds, Bloomberg, Series 7, Investments, Portfolio Management, Asset Managment, Financial Risk, Derivatives, Risk Management, Financial Analysis, Hedge Funds
Education
Boston University
Bachelor's degree, Political Science and Government
Carolina Menendez's TD Ameritrade Experience June 2013 - July 2013
Job Student at Boston College
Industry
Experience
Boston College January 2013 - Present
TD Ameritrade June 2013 - July 2013
AEG June 2010 - July 2010
Education
Boston College 2012 — 2016
Bachelor's degree, Political Science and Government
Boston College January 2013 - Present
TD Ameritrade June 2013 - July 2013
AEG June 2010 - July 2010
Education
Boston College 2012 — 2016
Bachelor's degree, Political Science and Government
Paul Meldrum's TD Ameritrade Experience August 2003 - November 2007
Job Financial Advisor at CUSO Financial Services, LP
Industry Financial Services
Experience
CUSO Financial Services, LP at America First Credit Union January 2015 - Present
CUNA Brokerage Services October 2008 - January 2015
Investor Game Plan LLC November 2007 - October 2008
TD Ameritrade August 2003 - November 2007
Charles Schwab December 1991 - December 2001
Dean Witter Reynolds Inc. November 1983 - September 1988
Skills
Finra Series 7, Finra Series 63, Finra Series 65, Finra Series 8, Insurance License:...
Education
Brigham Young University 1974 — 1980
Bachelor's Degree, Business Management. Emphasis in Marketing and Flinance
CUSO Financial Services, LP at America First Credit Union January 2015 - Present
CUNA Brokerage Services October 2008 - January 2015
Investor Game Plan LLC November 2007 - October 2008
TD Ameritrade August 2003 - November 2007
Charles Schwab December 1991 - December 2001
Dean Witter Reynolds Inc. November 1983 - September 1988
Skills
Finra Series 7, Finra Series 63, Finra Series 65, Finra Series 8, Insurance License:...
Education
Brigham Young University 1974 — 1980
Bachelor's Degree, Business Management. Emphasis in Marketing and Flinance
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.