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
Lizbeth McCall Lizbeth McCall's TD Ameritrade Experience November 2009 - July 2012
Job Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group February 2014 - Present
ING Financial Partners October 2012 - February 2014
TD Ameritrade November 2009 - July 2012
First National Bank March 2006 - May 2009
Skills
Customer Relations, Banking, Retail, Strategy Development, Investment Strategies, Trading Strategies, Investment Products, Series 7, Series 63, FINRA, Financial Services, Securities, Equities, Problem Solving, People-oriented, Call Center, Mutual Funds, Insurance, Finance, Microsoft Excel, Financial Analysis, Due Diligence, Uniform Combined State..., Fixed Income, Trading, IRAs, Fixed Annuities, Asset Allocation, Call Centers, Investments, Leadership, Retirement Planning
Education
Buena Vista University
Bachelor of Arts Distributive Degree, Emphasis English/Finance
Northwest Missouri State University 1990 — 1993
English/Language Arts Teacher Education
Principal Financial Group February 2014 - Present
ING Financial Partners October 2012 - February 2014
TD Ameritrade November 2009 - July 2012
First National Bank March 2006 - May 2009
Skills
Customer Relations, Banking, Retail, Strategy Development, Investment Strategies, Trading Strategies, Investment Products, Series 7, Series 63, FINRA, Financial Services, Securities, Equities, Problem Solving, People-oriented, Call Center, Mutual Funds, Insurance, Finance, Microsoft Excel, Financial Analysis, Due Diligence, Uniform Combined State..., Fixed Income, Trading, IRAs, Fixed Annuities, Asset Allocation, Call Centers, Investments, Leadership, Retirement Planning
Education
Buena Vista University
Bachelor of Arts Distributive Degree, Emphasis English/Finance
Northwest Missouri State University 1990 — 1993
English/Language Arts Teacher Education
Keith DeMatteo Keith DeMatteo's TD Ameritrade Experience October 2005 - October 2012
Job Director, Center of Sourcing Excellence at BristolMyers Squibb
Industry Pharmaceuticals
Experience
Bristol-Myers Squibb December 2013 - Present
Verizon October 2012 - December 2013
TD Ameritrade October 2005 - October 2012
PNY Technologies April 2004 - October 2005
Hewlett-Packard / Agilent Technologies (spin off) February 1993 - November 2003
Skills
Strategic Sourcing, Global Sourcing, Supplier Management, Procurement, Contract Negotiations, Contract Negotiation, Supply Management, Purchasing, Project Planning, Program Management, Management, Six Sigma, Business Process..., Vendor Management, Supply Chain, Inventory Management, Leadership, Project Management, Engineering, Process Improvement, Outsourcing, Sourcing, Strategy, Employee Engagement, Risk Management, Change Management, Cross-functional Team..., Supply Chain Management, Business Strategy, Forecasting, Contract Management, Product Development, SAP, Operations Management, Logistics, Analysis, Negotiation, Supplier Development, Pricing, Strategic Planning, Manufacturing, Spend Analysis, eSourcing, Finance, E-procurement, Continuous Improvement, Ariba, ERP, Product Management, Management Consulting
Education
University of Rochester - Simon Business School 1991 — 1993
MBA, Finance, Economics
Carnegie Mellon University 1985 — 1989
BS, Economics
Bristol-Myers Squibb December 2013 - Present
Verizon October 2012 - December 2013
TD Ameritrade October 2005 - October 2012
PNY Technologies April 2004 - October 2005
Hewlett-Packard / Agilent Technologies (spin off) February 1993 - November 2003
Skills
Strategic Sourcing, Global Sourcing, Supplier Management, Procurement, Contract Negotiations, Contract Negotiation, Supply Management, Purchasing, Project Planning, Program Management, Management, Six Sigma, Business Process..., Vendor Management, Supply Chain, Inventory Management, Leadership, Project Management, Engineering, Process Improvement, Outsourcing, Sourcing, Strategy, Employee Engagement, Risk Management, Change Management, Cross-functional Team..., Supply Chain Management, Business Strategy, Forecasting, Contract Management, Product Development, SAP, Operations Management, Logistics, Analysis, Negotiation, Supplier Development, Pricing, Strategic Planning, Manufacturing, Spend Analysis, eSourcing, Finance, E-procurement, Continuous Improvement, Ariba, ERP, Product Management, Management Consulting
Education
University of Rochester - Simon Business School 1991 — 1993
MBA, Finance, Economics
Carnegie Mellon University 1985 — 1989
BS, Economics
Frank Bruno Frank Bruno's TD Ameritrade Experience July 2013 - Present
Job Manager, Securities Lending at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2013 - Present
State Street February 2001 - June 2013
Education
California State University-Fullerton
TD Ameritrade July 2013 - Present
State Street February 2001 - June 2013
Education
California State University-Fullerton
Denise Celaya Denise Celaya's TD Ameritrade Experience September 1995 - October 2000
Job VP Strategic Partnerships at Smart Utility Systems
Industry Information Technology and Services
Experience
Smart Utility Systems August 2015 - Present
MILLS Communications March 2015 - Present
CenturyLink Technology Solutions February 2014 - March 2015
Mitel February 2008 - March 2014
UBS Wealth Management October 2002 - December 2007
Morgan Stanley October 2000 - October 2002
TD Ameritrade September 1995 - October 2000
Skills
Unified Communications, Telephony, VoIP, Managed Services, SIP, T1, Co-location, Cloud Computing, MPLS, Telecommunications, IP, Call Centers, Video Conferencing, Wireless, Marketing Communications, Solution Selling, Direct Sales, Account Management, WAN, Strategic Planning, Marketing Strategy, Business Development, Leadership, SaaS, IaaS, Professional Services, Start-ups, Product Strategies, Information Management, Data Center, Networking, Salesforce.com, Sales, Management, Strategic Partnerships, Sales Process, Consulting, Channel Partners, Enterprise Software, Sales Operations, Sales Management, New Business Development, Strategy, Product Management, CRM, Mobile Devices, Marketing
Education
Cal State 1997 — 1999
Bachelor's Degree
College of the Desert 1995 — 1996
Associate's Degree
Grossmont College 1993 — 1995
Associate's Degree
Smart Utility Systems August 2015 - Present
MILLS Communications March 2015 - Present
CenturyLink Technology Solutions February 2014 - March 2015
Mitel February 2008 - March 2014
UBS Wealth Management October 2002 - December 2007
Morgan Stanley October 2000 - October 2002
TD Ameritrade September 1995 - October 2000
Skills
Unified Communications, Telephony, VoIP, Managed Services, SIP, T1, Co-location, Cloud Computing, MPLS, Telecommunications, IP, Call Centers, Video Conferencing, Wireless, Marketing Communications, Solution Selling, Direct Sales, Account Management, WAN, Strategic Planning, Marketing Strategy, Business Development, Leadership, SaaS, IaaS, Professional Services, Start-ups, Product Strategies, Information Management, Data Center, Networking, Salesforce.com, Sales, Management, Strategic Partnerships, Sales Process, Consulting, Channel Partners, Enterprise Software, Sales Operations, Sales Management, New Business Development, Strategy, Product Management, CRM, Mobile Devices, Marketing
Education
Cal State 1997 — 1999
Bachelor's Degree
College of the Desert 1995 — 1996
Associate's Degree
Grossmont College 1993 — 1995
Associate's Degree
Fabio Joaquim Fabio Joaquim's TD Ameritrade Experience June 2014 - Present
Job Financial Representative / Broker at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2014 - Present
Wells Fargo September 2010 - June 2014
The Master's College August 2009 - December 2010
The Master's College June 2009 - August 2009
California State University Bakersfield August 2005 - July 2007
Kallan Modas, Ltd October 2004 - July 2005
Banco Real August 2000 - September 2004
Interativa Transitaria International Ltda January 1997 - May 1998
Mercomar Servicos Comercio Exterior, Ltd June 1995 - December 1996
Skills
Fluent English/..., Proficient in MS Word,..., Strong work ethic, Leadership and teamwork..., Strong analytical skills, Strong client/ customer..., Athletic & competitive, Time Management, Banking, Retail, Customer Service, Sales, Microsoft Office
Education
The Master's College 2007 — 2010
Bachelor of Science; The Master's, Business Administration (Accounting, Finance)
California State University-Bakersfield 2005 — 2007
Bachelor of Science; Business Administration (Accounting, Finance)
TD Ameritrade June 2014 - Present
Wells Fargo September 2010 - June 2014
The Master's College August 2009 - December 2010
The Master's College June 2009 - August 2009
California State University Bakersfield August 2005 - July 2007
Kallan Modas, Ltd October 2004 - July 2005
Banco Real August 2000 - September 2004
Interativa Transitaria International Ltda January 1997 - May 1998
Mercomar Servicos Comercio Exterior, Ltd June 1995 - December 1996
Skills
Fluent English/..., Proficient in MS Word,..., Strong work ethic, Leadership and teamwork..., Strong analytical skills, Strong client/ customer..., Athletic & competitive, Time Management, Banking, Retail, Customer Service, Sales, Microsoft Office
Education
The Master's College 2007 — 2010
Bachelor of Science; The Master's, Business Administration (Accounting, Finance)
California State University-Bakersfield 2005 — 2007
Bachelor of Science; Business Administration (Accounting, Finance)
Catherine Gibbons Catherine Gibbons's TD Ameritrade Experience June 2010 - August 2010
Job Account Supervisor, Project Manager & Knowledge Manager, Global Client Experience at Edelman
Industry Management Consulting
Experience
Edelman September 2015 - Present
Edelman August 2014 - August 2015
FTI Consulting 2012 - 2014
FTI Consulting June 2011 - August 2011
TD Ameritrade June 2010 - August 2010
Skills
Management Consulting, Litigation Consulting, Due Diligence, Financial Modeling, Forensic Analysis, Valuation, Event Planning, Research, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Strategy, Data Analysis, Social Media Marketing, Leadership
Education
Bucknell University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
London School of Economics and Political Science
Junior Year Abroad, The General Course
Milton Academy
High School Diploma
Edelman September 2015 - Present
Edelman August 2014 - August 2015
FTI Consulting 2012 - 2014
FTI Consulting June 2011 - August 2011
TD Ameritrade June 2010 - August 2010
Skills
Management Consulting, Litigation Consulting, Due Diligence, Financial Modeling, Forensic Analysis, Valuation, Event Planning, Research, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Strategy, Data Analysis, Social Media Marketing, Leadership
Education
Bucknell University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
London School of Economics and Political Science
Junior Year Abroad, The General Course
Milton Academy
High School Diploma
Dharmi Mehta Dharmi Mehta's TD Ameritrade Experience August 2006 - December 2011
Job Attorney
Industry Law Practice
Experience
Robbins Geller Rudman & Dowd LLP November 2014 - April 2015
Financial Industry Regulatory Authority (FINRA) August 2014 - October 2014
US Securities and Exchange Commission January 2014 - May 2014
Banker's Hill Law Firm, A.P.C. February 2013 - September 2013
San Diego Volunteer Lawyer Program February 2013 - July 2013
TD Ameritrade August 2006 - December 2011
Grant Thornton LLP April 2010 - April 2011
Skills
Corporate Law, Business Planning, Financial Services, Strategic Financial..., Securities Regulation, Securities License, Estate Planning, Leadership, Legal Research, Legal Writing, Civil Litigation, Motions, Wills
Education
California Western School of Law 2012 — 2014
Doctor of Law (JD), Business Law
Texas Tech University 2001 — 2004
Bachelor of Arts (B.A.)
Robbins Geller Rudman & Dowd LLP November 2014 - April 2015
Financial Industry Regulatory Authority (FINRA) August 2014 - October 2014
US Securities and Exchange Commission January 2014 - May 2014
Banker's Hill Law Firm, A.P.C. February 2013 - September 2013
San Diego Volunteer Lawyer Program February 2013 - July 2013
TD Ameritrade August 2006 - December 2011
Grant Thornton LLP April 2010 - April 2011
Skills
Corporate Law, Business Planning, Financial Services, Strategic Financial..., Securities Regulation, Securities License, Estate Planning, Leadership, Legal Research, Legal Writing, Civil Litigation, Motions, Wills
Education
California Western School of Law 2012 — 2014
Doctor of Law (JD), Business Law
Texas Tech University 2001 — 2004
Bachelor of Arts (B.A.)
Kevin Mayo, MBA-Financial Planning Kevin Mayo, MBA-Financial Planning's TD Ameritrade Experience April 1998 - January 2015
Job Vice President at Bank of the West
Industry Financial Services
Experience
Bank of the West Wealth Management BNP Paribas Group January 2015 - Present
TD Ameritrade April 1998 - January 2015
Skills
Investments, Sales Management, Business Strategy, Strategic Planning, Management, Sales, Coaching, FINRA, New Business Development, Financial Services, Strategic Financial..., Banking, Risk Management, Team Leadership, Portfolio Management, Team Building, Wealth Management, Insurance, Series 7, Mutual Funds, Financial Planning, Retirement Planning, Financial Analysis, Strategy, Series 63, Series 24, Securities, Asset Management, Recruiting, Marketing Strategy, Program Management, Management Consulting, Investment Advisory, Business Analysis
Education
California Lutheran University 2013 — 2015
Master of Business Administration (M.B.A.), MBA- Financial Planning
California State University-San Bernardino 1992 — 1995
Bachelor's degree, Political Science and Government
Canyon Springs High School
Bank of the West Wealth Management BNP Paribas Group January 2015 - Present
TD Ameritrade April 1998 - January 2015
Skills
Investments, Sales Management, Business Strategy, Strategic Planning, Management, Sales, Coaching, FINRA, New Business Development, Financial Services, Strategic Financial..., Banking, Risk Management, Team Leadership, Portfolio Management, Team Building, Wealth Management, Insurance, Series 7, Mutual Funds, Financial Planning, Retirement Planning, Financial Analysis, Strategy, Series 63, Series 24, Securities, Asset Management, Recruiting, Marketing Strategy, Program Management, Management Consulting, Investment Advisory, Business Analysis
Education
California Lutheran University 2013 — 2015
Master of Business Administration (M.B.A.), MBA- Financial Planning
California State University-San Bernardino 1992 — 1995
Bachelor's degree, Political Science and Government
Canyon Springs High School
Whitney Skala, Jr. Whitney Skala, Jr.'s TD Ameritrade Experience December 2014 - Present
Job Cost Basis Analyst at TD Ameritrade
Industry Real Estate
Experience
TD Ameritrade December 2014 - Present
Hong Kong Association of Southern California March 2014 - Present
Bios Blanc Sports Company May 2014 - December 2014
Asia Pacific Properties June 2012 - December 2013
Point Loma High School Baseball October 2011 - May 2012
Aurignac and Associates February 2010 - May 2012
Asia Pacific Properties June 2010 - August 2010
World Trade Center San Diego May 2010 - May 2010
Asia Pacific Properties June 2009 - August 2009
Skills
Commercial Real Estate, Commercial Real Estate..., Commercial Leasing, Commercial Property..., Investment Properties, Real Estate Economics, Market Research, Due Diligence, Outstanding..., International Economics, International Real..., Marketing Strategy, Business Sourcing, Lease Negotiations, Investments, Contract Negotiation, New Business Development, Economics, Real Estate, Corporate Real Estate, Marketing, Leases, Valuation, Analysis, Brokerage, Negotiation
Education
California Polytechnic State University-San Luis Obispo
BS, Economics; International Business Management Concentration
Point Loma High School 2002 — 2005
St. Augustine High School 2001 — 2002
TD Ameritrade December 2014 - Present
Hong Kong Association of Southern California March 2014 - Present
Bios Blanc Sports Company May 2014 - December 2014
Asia Pacific Properties June 2012 - December 2013
Point Loma High School Baseball October 2011 - May 2012
Aurignac and Associates February 2010 - May 2012
Asia Pacific Properties June 2010 - August 2010
World Trade Center San Diego May 2010 - May 2010
Asia Pacific Properties June 2009 - August 2009
Skills
Commercial Real Estate, Commercial Real Estate..., Commercial Leasing, Commercial Property..., Investment Properties, Real Estate Economics, Market Research, Due Diligence, Outstanding..., International Economics, International Real..., Marketing Strategy, Business Sourcing, Lease Negotiations, Investments, Contract Negotiation, New Business Development, Economics, Real Estate, Corporate Real Estate, Marketing, Leases, Valuation, Analysis, Brokerage, Negotiation
Education
California Polytechnic State University-San Luis Obispo
BS, Economics; International Business Management Concentration
Point Loma High School 2002 — 2005
St. Augustine High School 2001 — 2002
Shayne Layton, CFP® Shayne Layton, CFP®'s TD Ameritrade Experience April 2012 - January 2013
Job Financial Education Specialist at Aon Hewitt
Industry Financial Services
Experience
Aon Hewitt January 2015 - Present
Westlake, Grahl and Glover February 2013 - December 2014
TD Ameritrade April 2012 - January 2013
USBancorp Investments, Inc. October 2010 - April 2012
Principal Financial Group October 2007 - November 2009
Wamu Investment Services January 2004 - October 2007
Education
California State University-Sacramento 1998 — 2000
B.A., Communication Studies
College for Financial Planning 2011 — 2013
CFP Certification Professional Education Program, Financial Planning
Aon Hewitt January 2015 - Present
Westlake, Grahl and Glover February 2013 - December 2014
TD Ameritrade April 2012 - January 2013
USBancorp Investments, Inc. October 2010 - April 2012
Principal Financial Group October 2007 - November 2009
Wamu Investment Services January 2004 - October 2007
Education
California State University-Sacramento 1998 — 2000
B.A., Communication Studies
College for Financial Planning 2011 — 2013
CFP Certification Professional Education Program, Financial Planning
Eric Fager Eric Fager's TD Ameritrade Experience June 2007 - July 2008
Job Executive Director at Sex Worker's Resource Network
Industry Law Practice
Experience
Sex Worker's Resource Network March 2014 - Present
Office Team November 2011 - Present
Exclusive Collections Galleries June 2011 - September 2011
San Diego Volunteer Lawyer Program May 2009 - November 2009
TD Ameritrade June 2007 - July 2008
IDEA Health & Fitness Association September 2004 - May 2007
Skills
Microsoft Office, Legal Writing, Legal Research, Policy, Outlook, Teaching, Filing, Data Entry, Negotiation, Spreadsheets, Marketing, Microsoft Word, Time Management, PowerPoint, Microsoft Excel
Education
California Western School of Law 2008 — 2011
Juris Doctor
University of California, San Diego 2002 — 2004
Bachelor of Arts 2004
Sex Worker's Resource Network March 2014 - Present
Office Team November 2011 - Present
Exclusive Collections Galleries June 2011 - September 2011
San Diego Volunteer Lawyer Program May 2009 - November 2009
TD Ameritrade June 2007 - July 2008
IDEA Health & Fitness Association September 2004 - May 2007
Skills
Microsoft Office, Legal Writing, Legal Research, Policy, Outlook, Teaching, Filing, Data Entry, Negotiation, Spreadsheets, Marketing, Microsoft Word, Time Management, PowerPoint, Microsoft Excel
Education
California Western School of Law 2008 — 2011
Juris Doctor
University of California, San Diego 2002 — 2004
Bachelor of Arts 2004
Alec Sindelar's TD Ameritrade Experience June 2015 - Present
Job Summer Intern at Sport Clips Haircuts
Industry Marketing and Advertising
Experience
TD Ameritrade June 2015 - Present
Sport Clips Haircuts June 2015 - Present
Buena Vista University May 2014 - Present
Buena Vista Theater Department September 2013 - Present
Regatta Bar and Grille May 2013 - Present
Buena Vista University August 2013 - May 2014
Guaranteed Roofing May 2012 - August 2012
Great Dane Trailers May 2012 - August 2012
Skills
Photoshop, Microsoft Excel, Marketing Research, Statistical Data..., Project Management, Supervisory Skills, Illustrator, InDesign, Logo Design, Graphic Design, Microsoft Office, Photography, Sales Management, Public Speaking, Microsoft Word, PowerPoint
Education
Buena Vista University 2012 — 2016
Winside High School 2007 — 2012
High School Diploma
TD Ameritrade June 2015 - Present
Sport Clips Haircuts June 2015 - Present
Buena Vista University May 2014 - Present
Buena Vista Theater Department September 2013 - Present
Regatta Bar and Grille May 2013 - Present
Buena Vista University August 2013 - May 2014
Guaranteed Roofing May 2012 - August 2012
Great Dane Trailers May 2012 - August 2012
Skills
Photoshop, Microsoft Excel, Marketing Research, Statistical Data..., Project Management, Supervisory Skills, Illustrator, InDesign, Logo Design, Graphic Design, Microsoft Office, Photography, Sales Management, Public Speaking, Microsoft Word, PowerPoint
Education
Buena Vista University 2012 — 2016
Winside High School 2007 — 2012
High School Diploma
Karl Pollack Karl Pollack's TD Ameritrade Experience January 1999 - July 2002
Job Risk Management Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors October 2012 - Present
Wells Fargo June 2009 - October 2012
Wells Fargo April 2008 - June 2009
A.G. Edwards April 2006 - April 2008
US Securities and Exchange Commission June 2004 - August 2004
TD Ameritrade January 1999 - July 2002
TD Ameritrade June 1996 - January 1999
Skills
Risk Management, Compliance, Credit Risk, Legal, Securities Regulation, Securities
Education
Washington University in St. Louis School of Law 2002 — 2005
Doctor of Law (J.D.)
Creighton University 1993 — 1995
Bachelor of Arts (B.A.)
Calvin College 1991 — 1993
Wells Fargo Advisors October 2012 - Present
Wells Fargo June 2009 - October 2012
Wells Fargo April 2008 - June 2009
A.G. Edwards April 2006 - April 2008
US Securities and Exchange Commission June 2004 - August 2004
TD Ameritrade January 1999 - July 2002
TD Ameritrade June 1996 - January 1999
Skills
Risk Management, Compliance, Credit Risk, Legal, Securities Regulation, Securities
Education
Washington University in St. Louis School of Law 2002 — 2005
Doctor of Law (J.D.)
Creighton University 1993 — 1995
Bachelor of Arts (B.A.)
Calvin College 1991 — 1993
Jeff Ellena Jeff Ellena's TD Ameritrade Experience July 2011 - Present
Job Investment Consultant
Industry Financial Services
Experience
TD Ameritrade July 2011 - Present
Skills
Wealth Management, Retirement Planning, Portfolio Management, Mutual Funds, Investment Advisory, Financial Services, Finance, Asset Allocation, Investment Strategies, Series 63, Series 7
Education
Cal Poly Pomona 1998 — 2002
Business/ Marketing
TD Ameritrade July 2011 - Present
Skills
Wealth Management, Retirement Planning, Portfolio Management, Mutual Funds, Investment Advisory, Financial Services, Finance, Asset Allocation, Investment Strategies, Series 63, Series 7
Education
Cal Poly Pomona 1998 — 2002
Business/ Marketing
Laura Moreno Laura Moreno's TD Ameritrade Experience December 2011 - 2013
Job Chief Executive Officer at Ladada
Industry Apparel & Fashion
Experience
Ladada August 2013 - Present
TD Ameritrade December 2011 - 2013
LALY designs April 2009 - January 2012
SunGard December 2007 - December 2011
Xtiva Financial Systems January 2001 - December 2007
First Allied Securities February 1998 - January 2001
Skills
Series 7, Miller Heiman, Social Media, Salesforce.com, SaaS, Fashion, Volusion, Financial Services, Sales, New Business Development, CRM, Account Management, Online Retail, Management, Entrepreneurship, Leadership, Investments, Business Development, Social Networking, Lead Generation, Enterprise Software, Product Management, Facebook
Education
California State University-Sacramento 1994 — 1997
BS, Criminal Law
Ladada August 2013 - Present
TD Ameritrade December 2011 - 2013
LALY designs April 2009 - January 2012
SunGard December 2007 - December 2011
Xtiva Financial Systems January 2001 - December 2007
First Allied Securities February 1998 - January 2001
Skills
Series 7, Miller Heiman, Social Media, Salesforce.com, SaaS, Fashion, Volusion, Financial Services, Sales, New Business Development, CRM, Account Management, Online Retail, Management, Entrepreneurship, Leadership, Investments, Business Development, Social Networking, Lead Generation, Enterprise Software, Product Management, Facebook
Education
California State University-Sacramento 1994 — 1997
BS, Criminal Law
Jamie Lincoln's TD Ameritrade Experience August 2008 - June 2009
Job Administrative Assistant at Kirsch Transportation
Industry Accounting
Experience
Kirsch Transportation November 2013 - Present
Ameristar Casino February 2012 - November 2013
Bella's Diner June 2011 - February 2012
Famous Dave's BBQ January 2005 - May 2011
TD Ameritrade August 2008 - June 2009
Porter, Tauke & Ebke Law Firm June 2004 - January 2005
Hy-Vee Food Store February 2003 - June 2004
Harrah's Casino and Hotel June 2002 - June 2004
Skills
Microsoft Office Suite..., Scanners, 10 Key, Fax, Type 56 Words Per Minute, New Hire Paperwork, Human Resources, Microsoft Word, Recruiting, Hotels, Interviews, Performance Management, Employee Relations, Food & Beverage, Hospitality Industry, Onboarding
Education
Buena Vista University 2009 — 2011
B.S, Business Management Diploma; Human Resources
Metropolitan Community College 2005 — 2007
Abraham Lincoln High School 2001 — 2005
Diploma
Kirsch Transportation November 2013 - Present
Ameristar Casino February 2012 - November 2013
Bella's Diner June 2011 - February 2012
Famous Dave's BBQ January 2005 - May 2011
TD Ameritrade August 2008 - June 2009
Porter, Tauke & Ebke Law Firm June 2004 - January 2005
Hy-Vee Food Store February 2003 - June 2004
Harrah's Casino and Hotel June 2002 - June 2004
Skills
Microsoft Office Suite..., Scanners, 10 Key, Fax, Type 56 Words Per Minute, New Hire Paperwork, Human Resources, Microsoft Word, Recruiting, Hotels, Interviews, Performance Management, Employee Relations, Food & Beverage, Hospitality Industry, Onboarding
Education
Buena Vista University 2009 — 2011
B.S, Business Management Diploma; Human Resources
Metropolitan Community College 2005 — 2007
Abraham Lincoln High School 2001 — 2005
Diploma
Janice Pedini Janice Pedini's TD Ameritrade Experience April 2015 - Present
Job Category Manager, Marketing Service & Print at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2015 - Present
TD Ameritrade May 2012 - Present
Ralph Lauren March 2012 - May 2012
Atlantic Health July 2009 - March 2012
Atlantic Health August 2005 - July 2009
Skills
Microsoft Office, McKesson, Health Insurance, Medical Devices, Financial Analysis, Market Research, Market Analysis, Strategic Sourcing, Sourcing, Product Sourcing, Budget Management, Healthcare Marketing, Creative Sourcing, Global Sourcing, Healthcare Management, Public Health, Sourcing & Procurement, Competitive Analysis, Data Analysis, Cost Analysis, Cost Reduction, Cost Savings, Cost Containment, Cost Management, Cost Control, Cost Savings Initiatives, Strategic Planning, Budgets, Inventory Management, Supply Chain, Marketing, Strategic Financial..., Consulting, Contract Negotiation
Education
Capella University 2009 — 2011
Master of Business Administration (MBA), Non-Profit/Public/Organizational Management
College of Saint Elizabeth 2005 — 2009
Bachelor of Arts (BA), Psychology
TD Ameritrade April 2015 - Present
TD Ameritrade May 2012 - Present
Ralph Lauren March 2012 - May 2012
Atlantic Health July 2009 - March 2012
Atlantic Health August 2005 - July 2009
Skills
Microsoft Office, McKesson, Health Insurance, Medical Devices, Financial Analysis, Market Research, Market Analysis, Strategic Sourcing, Sourcing, Product Sourcing, Budget Management, Healthcare Marketing, Creative Sourcing, Global Sourcing, Healthcare Management, Public Health, Sourcing & Procurement, Competitive Analysis, Data Analysis, Cost Analysis, Cost Reduction, Cost Savings, Cost Containment, Cost Management, Cost Control, Cost Savings Initiatives, Strategic Planning, Budgets, Inventory Management, Supply Chain, Marketing, Strategic Financial..., Consulting, Contract Negotiation
Education
Capella University 2009 — 2011
Master of Business Administration (MBA), Non-Profit/Public/Organizational Management
College of Saint Elizabeth 2005 — 2009
Bachelor of Arts (BA), Psychology
Dennis Bielik, M.A. CAPM Dennis Bielik, M.A. CAPM's TD Ameritrade Experience 2011 - May 2014
Job Director of Operations & Strategy at Four Seasons Wealth Management
Industry Financial Services
Experience
Four Seasons Wealth Management September 2015 - Present
Scottrade May 2014 - July 2015
TD Ameritrade 2011 - May 2014
TD Ameritrade June 2012 - December 2012
TD Ameritrade August 2011 - November 2011
Page Parkes Management October 2008 - August 2011
TD Ameritrade 2011 - 2011
Intregrated Entertainment Group March 2008 - June 2009
Skills
Investments, Leadership, Finance, Options Strategies, Management, Modeling, Acting, Options, Stock Trading, Sales, Portfolio Management, JavaScript, Mutual Funds, Microsoft Office, Registered Investment..., Trading, CSS, Equities, Athletic Training, Foreign Exchange..., PHP, Series 7, Strategy, Customer Service, Financial Services, Russian, HTML scripting, Risk Management, Futures, Securities, New Business Development, Financial Analysis, Project Management
Education
The University of Texas at Arlington 2009 — 2011
Master's degree, International Relations and Political Economics, 3.78
The University of Texas at Arlington 2006 — 2009
Bachelor of Applied Science (B.A.Sc.), Psychology, 3.2
The University of Texas at Arlington 2006 — 2009
Bachelor's degree, Political Science/International Relations, 3.4
Carthage College 2003 — 2004
N/A, Sports Management
Four Seasons Wealth Management September 2015 - Present
Scottrade May 2014 - July 2015
TD Ameritrade 2011 - May 2014
TD Ameritrade June 2012 - December 2012
TD Ameritrade August 2011 - November 2011
Page Parkes Management October 2008 - August 2011
TD Ameritrade 2011 - 2011
Intregrated Entertainment Group March 2008 - June 2009
Skills
Investments, Leadership, Finance, Options Strategies, Management, Modeling, Acting, Options, Stock Trading, Sales, Portfolio Management, JavaScript, Mutual Funds, Microsoft Office, Registered Investment..., Trading, CSS, Equities, Athletic Training, Foreign Exchange..., PHP, Series 7, Strategy, Customer Service, Financial Services, Russian, HTML scripting, Risk Management, Futures, Securities, New Business Development, Financial Analysis, Project Management
Education
The University of Texas at Arlington 2009 — 2011
Master's degree, International Relations and Political Economics, 3.78
The University of Texas at Arlington 2006 — 2009
Bachelor of Applied Science (B.A.Sc.), Psychology, 3.2
The University of Texas at Arlington 2006 — 2009
Bachelor's degree, Political Science/International Relations, 3.4
Carthage College 2003 — 2004
N/A, Sports Management
Tim MacDougall Tim MacDougall's TD Ameritrade Experience February 2014 - Present
Job Investment Consultant at TD Ameritrade
Industry Investment Management
Experience
TD Ameritrade February 2014 - Present
TD Ameritrade February 2014 - December 2014
Fidelity Investments August 2012 - February 2014
Coldwell Banker Residential Brokerage March 2011 - December 2013
Fidelity Investments August 2012 - April 2013
Skills
Investments, Financial Analysis, Portfolio Management, Risk Management, Getting to Yes, Teamwork, Equity Trading, Fixed Income Analysis, Public Speaking, Management, Leadership, Contract Negotiation, Options Strategies, Business Development, Short Sales, Market Research, Equity Research, Portfolio Assessment, Diversification, Stock Trading, RIAs, Risk Analysis, Consultative Selling..., Consultative Sales..., Growth Investing, Value Investing, Contract Negotiations, Analysis, Equities, Trading, Finance, Series 7, Microsoft Office
Education
Cedarville University 2006 — 2010
BA
TD Ameritrade February 2014 - Present
TD Ameritrade February 2014 - December 2014
Fidelity Investments August 2012 - February 2014
Coldwell Banker Residential Brokerage March 2011 - December 2013
Fidelity Investments August 2012 - April 2013
Skills
Investments, Financial Analysis, Portfolio Management, Risk Management, Getting to Yes, Teamwork, Equity Trading, Fixed Income Analysis, Public Speaking, Management, Leadership, Contract Negotiation, Options Strategies, Business Development, Short Sales, Market Research, Equity Research, Portfolio Assessment, Diversification, Stock Trading, RIAs, Risk Analysis, Consultative Selling..., Consultative Sales..., Growth Investing, Value Investing, Contract Negotiations, Analysis, Equities, Trading, Finance, Series 7, Microsoft Office
Education
Cedarville University 2006 — 2010
BA
Brian Salmon Brian Salmon's TD Ameritrade Experience May 1999 - May 2001
Job Senior UX Architect at Union Pacific Railroad
Industry Internet
Experience
Union Pacific Railroad May 2001 - Present
TD Ameritrade May 1999 - May 2001
First Data Corporation April 1997 - May 1999
HealthCare Communications October 1995 - April 1997
Jump Development Group May 1993 - August 1994
Skills
Interaction Design, Ideation, User Interface Design, Design Patterns, Information Architecture, User Experience, User-centered Design, Innovation, Mobile Devices, Mobile Internet, Mobile Applications, Mobile, Usability Design, Intuitive, Customer Experience, Balsamiq, Usability Engineering, E-commerce, Analysis, User Interface, Web Applications, Software Documentation, Contextual Inquiry, User Experience Design, Paper Prototyping
Education
Carnegie Mellon University 1988 — 1993
B.S., Mechanical Engineering
Union Pacific Railroad May 2001 - Present
TD Ameritrade May 1999 - May 2001
First Data Corporation April 1997 - May 1999
HealthCare Communications October 1995 - April 1997
Jump Development Group May 1993 - August 1994
Skills
Interaction Design, Ideation, User Interface Design, Design Patterns, Information Architecture, User Experience, User-centered Design, Innovation, Mobile Devices, Mobile Internet, Mobile Applications, Mobile, Usability Design, Intuitive, Customer Experience, Balsamiq, Usability Engineering, E-commerce, Analysis, User Interface, Web Applications, Software Documentation, Contextual Inquiry, User Experience Design, Paper Prototyping
Education
Carnegie Mellon University 1988 — 1993
B.S., Mechanical Engineering
Laura Dobkins Laura Dobkins's TD Ameritrade Experience June 2014 - Present
Job Web Developer at TD Ameritrade
Industry Computer Software
Experience
TD Ameritrade June 2014 - Present
Painted Cloud Studio August 2013 - June 2014
Round Two Creative Group September 2012 - August 2013
United States Navy June 2003 - November 2009
Skills
PHP, jQuery, HTML, Databases, CSS, JavaScript, SQL, Photoshop, Wordpress, Illustrator, Laravel, AngularJS
Education
California State University-Stanislaus 2001 — 2003
Bachelor of Science (B.S.), Computer Information Systems
Art Institute of California San Diego 2010 — 2012
Bachelor of Science (B.S.), Web Design and Interactive Media
TD Ameritrade June 2014 - Present
Painted Cloud Studio August 2013 - June 2014
Round Two Creative Group September 2012 - August 2013
United States Navy June 2003 - November 2009
Skills
PHP, jQuery, HTML, Databases, CSS, JavaScript, SQL, Photoshop, Wordpress, Illustrator, Laravel, AngularJS
Education
California State University-Stanislaus 2001 — 2003
Bachelor of Science (B.S.), Computer Information Systems
Art Institute of California San Diego 2010 — 2012
Bachelor of Science (B.S.), Web Design and Interactive Media
Rachel Robbins's TD Ameritrade Experience September 2012 - October 2013
Job Digital Design Consult & Founder at Intuit the Changes, LLC
Industry Design
Experience
Intuit the Changes, LLC May 2013 - Present
TD Ameritrade September 2012 - October 2013
TrueChoice Solutions June 2010 - August 2012
Bella Mancini Design, Inc. June 2010 - September 2010
NIKE 255 Custom Lab January 2010 - May 2010
The Daily Show with Jon Stewart October 2008 - October 2008
Heidi Roland Design 2006 - 2008
Heidi Roland Design 2007 - 2007
The Fabric Workshop & Museum 2006 - 2006
The Mural Arts Program 2005 - 2005
Skills
Design Management, Illustrator, Graphic Design, Art Direction, Adobe Creative Suite, InDesign, Interaction Design, User Interface Design, Logo Design, Web Design, User Experience, Information Architecture, Art, User Interface, Graphics, User-centered Design, Flash, Product Design, User Experience Design, Typography, Branding & Identity, Experience Design, Information Design, Illustration, Integrated Marketing, Mobile Design, Corporate Branding, Creative Direction, Concept Development, Corporate Identity, Visual Design, Wireframes, Wire Framing, OmniGraffle, Adobe Fireworks
Education
Parsons School of Design 2008 — 2009
Graphic Design
Bryn Mawr College 2002 — 2006
BA, B.A. Fine Art: Printmaking
University of Pennsylvania
Photography & Digital Video
Intuit the Changes, LLC May 2013 - Present
TD Ameritrade September 2012 - October 2013
TrueChoice Solutions June 2010 - August 2012
Bella Mancini Design, Inc. June 2010 - September 2010
NIKE 255 Custom Lab January 2010 - May 2010
The Daily Show with Jon Stewart October 2008 - October 2008
Heidi Roland Design 2006 - 2008
Heidi Roland Design 2007 - 2007
The Fabric Workshop & Museum 2006 - 2006
The Mural Arts Program 2005 - 2005
Skills
Design Management, Illustrator, Graphic Design, Art Direction, Adobe Creative Suite, InDesign, Interaction Design, User Interface Design, Logo Design, Web Design, User Experience, Information Architecture, Art, User Interface, Graphics, User-centered Design, Flash, Product Design, User Experience Design, Typography, Branding & Identity, Experience Design, Information Design, Illustration, Integrated Marketing, Mobile Design, Corporate Branding, Creative Direction, Concept Development, Corporate Identity, Visual Design, Wireframes, Wire Framing, OmniGraffle, Adobe Fireworks
Education
Parsons School of Design 2008 — 2009
Graphic Design
Bryn Mawr College 2002 — 2006
BA, B.A. Fine Art: Printmaking
University of Pennsylvania
Photography & Digital Video
Anna Lisa Story Anna Lisa Story's TD Ameritrade Experience 2011 - 2011
Job Senior Technical Writer
Industry Computer Software
Experience
TD Ameritrade 2011 - 2011
IBM 2007 - 2010
Education
Brooks Institute of Photography
University of Tulsa
BS
TD Ameritrade 2011 - 2011
IBM 2007 - 2010
Education
Brooks Institute of Photography
University of Tulsa
BS
Robert Sedillo Robert Sedillo's TD Ameritrade Experience June 2011 - May 2014
Job Experience Manager
Industry Financial Services
Experience
TD Ameritrade June 2011 - May 2014
Investment Sales, Fullerton Community Bank April 2005 - January 2010
Jackson Federal Bank October 1999 - April 2005
Jackson 2000 - 2005
T. Rowe Price October 1989 - April 1999
Skills
Finance, Customer Service, Management, Retirement Planning, Microsoft Office, Insurance, Financial Analysis, Call Centers, Risk Management, Recruiting, Commercial Banking, Sales, Mutual Funds, Credit, Project Planning, Investments, Alternative Investments, Banking, Series 7, Portfolio Management, Project Management, Asset Management, Strategic Financial..., Wealth Management, Financial Modeling, Mortgage Lending, 401k, Loans, Relationship Management, Asset Allocation, Uniform Combined State..., Financial Advisory, Investment Advisory, Fixed Income, Series 63, Investment Strategies, Financial Services, Equities, Series 24, Securities, Financial Planning
Education
University of Southern California 1994 — 1995
Master, Business Administration
California State Polytechnic University-Pomona 1986 — 1989
Bachelor of Science (BS), Finance, General, Economics
California Polytechnic University
Bachelor of Science
TD Ameritrade June 2011 - May 2014
Investment Sales, Fullerton Community Bank April 2005 - January 2010
Jackson Federal Bank October 1999 - April 2005
Jackson 2000 - 2005
T. Rowe Price October 1989 - April 1999
Skills
Finance, Customer Service, Management, Retirement Planning, Microsoft Office, Insurance, Financial Analysis, Call Centers, Risk Management, Recruiting, Commercial Banking, Sales, Mutual Funds, Credit, Project Planning, Investments, Alternative Investments, Banking, Series 7, Portfolio Management, Project Management, Asset Management, Strategic Financial..., Wealth Management, Financial Modeling, Mortgage Lending, 401k, Loans, Relationship Management, Asset Allocation, Uniform Combined State..., Financial Advisory, Investment Advisory, Fixed Income, Series 63, Investment Strategies, Financial Services, Equities, Series 24, Securities, Financial Planning
Education
University of Southern California 1994 — 1995
Master, Business Administration
California State Polytechnic University-Pomona 1986 — 1989
Bachelor of Science (BS), Finance, General, Economics
California Polytechnic University
Bachelor of Science
Atul Sareen, PMP Atul Sareen, PMP's TD Ameritrade Experience February 2003 - February 2004
Job TECHNOLOGY MANAGEMENT & PROJECT DELIVERY EXECUTIVE
Industry Information Technology and Services
Experience
AEGIS Insurance Services July 2009 - May 2010
Johnson & Johnson September 2007 - July 2009
JP Morgan Chase September 2005 - August 2006
Party City July 2004 - September 2005
TD Ameritrade February 2003 - February 2004
TD Ameritrade July 2000 - February 2003
Cegedim Dendrite June 1998 - July 2000
AT&T June 1988 - June 1998
Education
Lehigh University
MBA
Lehigh University
MS
Carnegie Mellon University
BS
AEGIS Insurance Services July 2009 - May 2010
Johnson & Johnson September 2007 - July 2009
JP Morgan Chase September 2005 - August 2006
Party City July 2004 - September 2005
TD Ameritrade February 2003 - February 2004
TD Ameritrade July 2000 - February 2003
Cegedim Dendrite June 1998 - July 2000
AT&T June 1988 - June 1998
Education
Lehigh University
MBA
Lehigh University
MS
Carnegie Mellon University
BS
Brian Canning, CFP® Brian Canning, CFP®'s TD Ameritrade Experience September 2008 - December 2010
Job Personal CFO at Abacus Wealth Partners
Industry Financial Services
Experience
Abacus Wealth Partners December 2011 - Present
Fidelity Investments January 2011 - December 2011
TD Ameritrade September 2008 - December 2010
Education
UCLA 2010 — 2011
Personal Financial Planning Certificate, Financial Planning, Earned with Distinction
University of North Texas 2006 — 2010
MM, Performance
California Lutheran University 2003 — 2006
BA, Music
Abacus Wealth Partners December 2011 - Present
Fidelity Investments January 2011 - December 2011
TD Ameritrade September 2008 - December 2010
Education
UCLA 2010 — 2011
Personal Financial Planning Certificate, Financial Planning, Earned with Distinction
University of North Texas 2006 — 2010
MM, Performance
California Lutheran University 2003 — 2006
BA, Music
Jennie Myers's TD Ameritrade Experience October 2013 - Present
Job Strategic Account Manager, Workplace Solutions
Industry Financial Services
Experience
TD Ameritrade October 2013 - Present
Charles Schwab March 2001 - October 2013
Cigna 2000 - March 2001
Fidelity Investments 1997 - 1999
Skills
Financial Services, Investments, Management, Mutual Funds, Portfolio Management, Risk Management, Sales, Salesforce.com, Series 63, Series 7, Wealth Management
Education
California State University-Chico
BA
TD Ameritrade October 2013 - Present
Charles Schwab March 2001 - October 2013
Cigna 2000 - March 2001
Fidelity Investments 1997 - 1999
Skills
Financial Services, Investments, Management, Mutual Funds, Portfolio Management, Risk Management, Sales, Salesforce.com, Series 63, Series 7, Wealth Management
Education
California State University-Chico
BA
John Keany John Keany's TD Ameritrade Experience February 2004 - July 2013
Job Operations Control at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade February 2004 - July 2013
Skills
Series 7, Series 63, Securities
Education
University of Rhode Island 1972 — 1976
Doctor of Philosophy (Ph.D.), Geological Oceanography
Florida State University 1969 — 1972
Master of Science (M.S.), Marine Geology
Brown University 1965 — 1969
BA, Biology-Geology
Wayland 1961 — 1965
TD Ameritrade February 2004 - July 2013
Skills
Series 7, Series 63, Securities
Education
University of Rhode Island 1972 — 1976
Doctor of Philosophy (Ph.D.), Geological Oceanography
Florida State University 1969 — 1972
Master of Science (M.S.), Marine Geology
Brown University 1965 — 1969
BA, Biology-Geology
Wayland 1961 — 1965
Robert Norcross's TD Ameritrade Experience April 2007 - April 2012
Job Executive Vice President, Human Resources
Industry Financial Services
Experience
Zions Bancorporation January 2015 - Present
Zions Bancorporation April 2012 - January 2015
TD Ameritrade April 2007 - April 2012
Ingersoll Rand April 2006 - April 2007
TD Waterhouse August 2004 - April 2006
Fiserv September 1999 - August 2004
Alliance Data Systems February 1997 - August 1999
Skills
HRIS, Onboarding, Employee Relations, Talent Management, Talent Acquisition, Deferred Compensation, Employee Engagement, Change Management, Performance Management, Leadership Development, Succession Planning
Education
Rowan University
Human Resources Management and Services
Carleton University
Business Administration and Management, General
Zions Bancorporation January 2015 - Present
Zions Bancorporation April 2012 - January 2015
TD Ameritrade April 2007 - April 2012
Ingersoll Rand April 2006 - April 2007
TD Waterhouse August 2004 - April 2006
Fiserv September 1999 - August 2004
Alliance Data Systems February 1997 - August 1999
Skills
HRIS, Onboarding, Employee Relations, Talent Management, Talent Acquisition, Deferred Compensation, Employee Engagement, Change Management, Performance Management, Leadership Development, Succession Planning
Education
Rowan University
Human Resources Management and Services
Carleton University
Business Administration and Management, General
Pat Petersen Pat Petersen's TD Ameritrade Experience June 1999 - March 2006
Job Chief Technology Officer at Ally Financial Inc.
Industry Financial Services
Experience
Ally Financial Inc. August 2012 - Present
Legg Mason March 2006 - August 2012
TD Ameritrade June 1999 - March 2006
St. Paul Companies June 1998 - June 1999
USF&G November 1986 - June 1998
Skills
Executive Management, IT Strategy, Mergers, Security, Budgeting, Contract Negotiations, Systems Engineering, Network Engineering, Data Center, Network Architecture, Cloud Computing, IT Service Management, IT Governance, IT Operations, Disaster Recovery, Contract Negotiation, Program Management, Vendor Management, Outsourcing, Virtualization, Management, Leadership, Project Management, Integration, Infrastructure, Enterprise Architecture, Business Continuity, SDLC, IT Management, Network Design
Education
Capitol College
Electronics Engineering
United States Navy
Electronics Technician, Submarine Sonar Systems
University of Baltimore
Bachelor of Science
Ally Financial Inc. August 2012 - Present
Legg Mason March 2006 - August 2012
TD Ameritrade June 1999 - March 2006
St. Paul Companies June 1998 - June 1999
USF&G November 1986 - June 1998
Skills
Executive Management, IT Strategy, Mergers, Security, Budgeting, Contract Negotiations, Systems Engineering, Network Engineering, Data Center, Network Architecture, Cloud Computing, IT Service Management, IT Governance, IT Operations, Disaster Recovery, Contract Negotiation, Program Management, Vendor Management, Outsourcing, Virtualization, Management, Leadership, Project Management, Integration, Infrastructure, Enterprise Architecture, Business Continuity, SDLC, IT Management, Network Design
Education
Capitol College
Electronics Engineering
United States Navy
Electronics Technician, Submarine Sonar Systems
University of Baltimore
Bachelor of Science
Steve Goodrich Steve Goodrich's TD Ameritrade Experience March 2011 - December 2011
Job Vice President
Industry Financial Services
Experience
JPMorgan Chase April 2012 - Present
SIFMA - Corporate Actions Section January 2013 - February 2015
SIFMA - Customer Account Transfer Division April 2010 - April 2012
TD Ameritrade March 2011 - December 2011
TD Ameritrade May 2009 - March 2011
ETRADE Financial October 2008 - April 2009
E*TRADE FINANCIAL 1999 - 2008
Franklin Templeton Group 1998 - 1999
Wells Fargo 1996 - 1998
Bank of America 1993 - 1996
Skills
Project Management, Process Reengineering, Site Start-ups, Operations Management, Management Consulting, Conversions, Change Leadership, Strategic Leadership, Leadership Development, Cross-functional Team..., Team Leadership, Lean Initiatives, Launch Of New Products, Cashiering, Retirement Services, Account Reconciliation, Business Relationship..., Brokerage, Banking, Client Engagement, Series 6, Series 7, Series 63, Series 24, Series 4, BETA, ADP- BPS, ADP- Broadridge, Offshoring, Outsourcing, Clearing, Strategy, Securities, FINRA, Mutual Funds, Retirement, Management, Risk Management, Financial Markets, Change Management, Business Process..., Leadership, Equities, Data Conversion, Back Office, Financial Services
Education
The University of Dallas 2010 — 2013
MBA, 3.9 GPA
California State University-Sacramento 1995 — 2002
BS, Criminal Justice
JPMorgan Chase April 2012 - Present
SIFMA - Corporate Actions Section January 2013 - February 2015
SIFMA - Customer Account Transfer Division April 2010 - April 2012
TD Ameritrade March 2011 - December 2011
TD Ameritrade May 2009 - March 2011
ETRADE Financial October 2008 - April 2009
E*TRADE FINANCIAL 1999 - 2008
Franklin Templeton Group 1998 - 1999
Wells Fargo 1996 - 1998
Bank of America 1993 - 1996
Skills
Project Management, Process Reengineering, Site Start-ups, Operations Management, Management Consulting, Conversions, Change Leadership, Strategic Leadership, Leadership Development, Cross-functional Team..., Team Leadership, Lean Initiatives, Launch Of New Products, Cashiering, Retirement Services, Account Reconciliation, Business Relationship..., Brokerage, Banking, Client Engagement, Series 6, Series 7, Series 63, Series 24, Series 4, BETA, ADP- BPS, ADP- Broadridge, Offshoring, Outsourcing, Clearing, Strategy, Securities, FINRA, Mutual Funds, Retirement, Management, Risk Management, Financial Markets, Change Management, Business Process..., Leadership, Equities, Data Conversion, Back Office, Financial Services
Education
The University of Dallas 2010 — 2013
MBA, 3.9 GPA
California State University-Sacramento 1995 — 2002
BS, Criminal Justice
D Gammon Hall D Gammon Hall's TD Ameritrade Experience December 2008 - November 2011
Job Assistant Vice President | Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge September 2011 - Present
TD Ameritrade December 2008 - November 2011
Ameriprise Financial Services October 2007 - September 2008
Lager Heads Tavern January 2001 - January 2006
Skills
Mutual Funds, Wealth Management, Insurance, Trading, Securities, Series 7, Investments, Retirement Planning, Series 66, Financial Planning, Investment Advisory, Portfolio Management, Asset Allocation, Asset Management, Retirement, Investment Strategies, Options, Fixed Income, Equities, Annuities, 401k, Financial Modeling, Long Term Care, Financial Advisory
Education
University of North Carolina at Wilmington
B.S, Business Administration; Finance
Bucknell University
Pre, med; Biology
Cameron School of Business
Merrill Edge September 2011 - Present
TD Ameritrade December 2008 - November 2011
Ameriprise Financial Services October 2007 - September 2008
Lager Heads Tavern January 2001 - January 2006
Skills
Mutual Funds, Wealth Management, Insurance, Trading, Securities, Series 7, Investments, Retirement Planning, Series 66, Financial Planning, Investment Advisory, Portfolio Management, Asset Allocation, Asset Management, Retirement, Investment Strategies, Options, Fixed Income, Equities, Annuities, 401k, Financial Modeling, Long Term Care, Financial Advisory
Education
University of North Carolina at Wilmington
B.S, Business Administration; Finance
Bucknell University
Pre, med; Biology
Cameron School of Business
Bob Ham Bob Ham's TD Ameritrade Experience December 2013 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade December 2013 - Present
Edward Jones December 2011 - April 2012
GlaxoSmithKline 2005 - 2010
GlaxoSmithKline 2000 - 2005
GlaxoSmithKline 1999 - 2000
GlaxoSmithKline 1996 - 1999
GlaxoSmithKline 1990 - 1996
GlaxoSmithKline 1987 - 1990
Education
California Lutheran University
Master of Business Administration (MBA)
San Jose State University 1978 — 1982
B.S. with Great Distinction (Business Adm.)
TD Ameritrade December 2013 - Present
Edward Jones December 2011 - April 2012
GlaxoSmithKline 2005 - 2010
GlaxoSmithKline 2000 - 2005
GlaxoSmithKline 1999 - 2000
GlaxoSmithKline 1996 - 1999
GlaxoSmithKline 1990 - 1996
GlaxoSmithKline 1987 - 1990
Education
California Lutheran University
Master of Business Administration (MBA)
San Jose State University 1978 — 1982
B.S. with Great Distinction (Business Adm.)
Patrick Washington Patrick Washington's TD Ameritrade Experience April 2014 - Present
Job Business Development Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2014 - Present
United States Army Reserve January 1986 - Present
Franklin Templeton Investments March 1997 - February 2009
Skills
Series 7, Series 66, Series 63, 401k, Retirement Planning, Command, Retirement, Variable Annuities, Financial Services
Education
San Francisco State University, College of Business 2012 — 2013
B.S. Business Administration, Finance
Cañada College 2011 — 2011
Business Administration
College of San Mateo 1987 — 1989
General Education
Mt Carmel
Mt Carmel
TD Ameritrade April 2014 - Present
United States Army Reserve January 1986 - Present
Franklin Templeton Investments March 1997 - February 2009
Skills
Series 7, Series 66, Series 63, 401k, Retirement Planning, Command, Retirement, Variable Annuities, Financial Services
Education
San Francisco State University, College of Business 2012 — 2013
B.S. Business Administration, Finance
Cañada College 2011 — 2011
Business Administration
College of San Mateo 1987 — 1989
General Education
Mt Carmel
Mt Carmel
Jonathan Loc Jonathan Loc's TD Ameritrade Experience June 1997 - June 2002
Job Tax, Insurance and Financial consultant
Industry Financial Services
Experience
Lincoln Financial Group June 2005 - June 2010
Tax & Financial Group February 2002 - June 2005
TD Ameritrade June 1997 - June 2002
Mitsubishi Materials June 1992 - June 1997
Education
Securian University 2004 — 2004
certificate, insurance and financial training
University of California, Irvine 1997 — 2003
PFP, financial planning
California State University-Fullerton, Mihaylo College of Business and Economics 1994 — 1997
Lincoln Financial Group June 2005 - June 2010
Tax & Financial Group February 2002 - June 2005
TD Ameritrade June 1997 - June 2002
Mitsubishi Materials June 1992 - June 1997
Education
Securian University 2004 — 2004
certificate, insurance and financial training
University of California, Irvine 1997 — 2003
PFP, financial planning
California State University-Fullerton, Mihaylo College of Business and Economics 1994 — 1997
Alexis Taitt's TD Ameritrade Experience October 2010 - June 2012
Job Student at Canisius College
Industry
Experience
Canisius College August 2013 - Present
Grassroots Gardens of Buffalo September 2014 - January 2015
Canisius College August 2012 - May 2013
TD Ameritrade October 2010 - June 2012
Cristo Rey Brooklyn High School 2009 - 2012
JPMorgan Chase September 2009 - June 2010
Skills
Teamwork, Data Entry, Microsoft Word, PowerPoint, Time Management, Microsoft Office, Microsoft Excel, Sales, Customer Service, Event Planning, Qualitative Research, Quantitative Research, Research, Social Media, Public Speaking, Facebook, Social Networking
Education
Canisius College 2012 — 2016
Canisius College August 2013 - Present
Grassroots Gardens of Buffalo September 2014 - January 2015
Canisius College August 2012 - May 2013
TD Ameritrade October 2010 - June 2012
Cristo Rey Brooklyn High School 2009 - 2012
JPMorgan Chase September 2009 - June 2010
Skills
Teamwork, Data Entry, Microsoft Word, PowerPoint, Time Management, Microsoft Office, Microsoft Excel, Sales, Customer Service, Event Planning, Qualitative Research, Quantitative Research, Research, Social Media, Public Speaking, Facebook, Social Networking
Education
Canisius College 2012 — 2016
Hamza Hasan, MBA Hamza Hasan, MBA's TD Ameritrade Experience November 2014 - Present
Job Premier Investment Broker at TD Ameritrade
Industry Investment Banking
Experience
TD Ameritrade November 2014 - Present
TD Ameritrade April 2014 - November 2014
Golden Ratio Tech Services Inc. April 2013 - March 2014
Carleton University September 2007 - December 2011
Carleton University January 2011 - April 2011
Carleton University January 2009 - January 2010
Skills
Excel, Microsoft Office, Bloomberg, Valuation, Research, Financial Modeling, Corporate Finance, Equities, English, Derivatives, Customer Relations, Mergers, Financial Analysis, Investments, Mergers & Acquisitions, Finance, Analysis, Economics
Education
Carleton University 2007 — 2011
Bachelor of Commerce (B.Com.), Finance
Middle East International School 2004 — 2007
High school diploma
CFA Institute
TD Ameritrade November 2014 - Present
TD Ameritrade April 2014 - November 2014
Golden Ratio Tech Services Inc. April 2013 - March 2014
Carleton University September 2007 - December 2011
Carleton University January 2011 - April 2011
Carleton University January 2009 - January 2010
Skills
Excel, Microsoft Office, Bloomberg, Valuation, Research, Financial Modeling, Corporate Finance, Equities, English, Derivatives, Customer Relations, Mergers, Financial Analysis, Investments, Mergers & Acquisitions, Finance, Analysis, Economics
Education
Carleton University 2007 — 2011
Bachelor of Commerce (B.Com.), Finance
Middle East International School 2004 — 2007
High school diploma
CFA Institute
Raaj Gupta Raaj Gupta's TD Ameritrade Experience October 2014 - Present
Job Branch Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2014 - Present
TD Ameritrade January 2009 - October 2014
PNC Investments May 2008 - August 2008
Merrill Lynch October 2006 - May 2008
CitiFinancial October 2004 - October 2006
Skills
Investments, Portfolio Management, Financial Advisory, Leadership, Business Development, Retirement
Education
Bucknell University 2000 — 2004
Bachelors of Science, Business admin and Math Econ
Sewickley Academy 1996 — 2000
Diploma, High school
TD Ameritrade October 2014 - Present
TD Ameritrade January 2009 - October 2014
PNC Investments May 2008 - August 2008
Merrill Lynch October 2006 - May 2008
CitiFinancial October 2004 - October 2006
Skills
Investments, Portfolio Management, Financial Advisory, Leadership, Business Development, Retirement
Education
Bucknell University 2000 — 2004
Bachelors of Science, Business admin and Math Econ
Sewickley Academy 1996 — 2000
Diploma, High school
Sean Rich Sean Rich's TD Ameritrade Experience January 2011 - October 2012
Job Business Intelligence Architect Enterprise Risk Management at Mutual of Omaha
Industry Financial Services
Experience
Mutual of Omaha October 2013 - Present
Ameritas Investment Corp. November 2012 - October 2013
TD Ameritrade January 2011 - October 2012
TD Ameritrade January 2011 - October 2012
TD Ameritrade January 2009 - January 2011
TD Ameritrade January 2009 - January 2011
TD Ameritrade June 2008 - January 2009
TD Ameritrade May 2005 - May 2008
TD Ameritrade May 2005 - May 2008
TD Ameritrade May 2002 - May 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Teaching, Public Speaking, Budgets, Series 7, Series 63, Series 24, Risk Management, Financial Services, Securities, Process Improvement, Relationship Management, Risk Assessment, Change Management, Policy, Internal Audit, Leadership, Auditing, Project Management, Team Leadership, FINRA, Enterprise Risk..., Coaching, Team Building, Series 53, Series 66, Management, Financial Risk, Finance, Business Analysis, Training, Software Documentation, Mutual Funds, Investment Advisory, Insurance, Quality Assurance, AML, Options, Executive Management, Trading
Education
Buena Vista University 1993 — 1997
Bachelor's degree, Psychology
Mutual of Omaha October 2013 - Present
Ameritas Investment Corp. November 2012 - October 2013
TD Ameritrade January 2011 - October 2012
TD Ameritrade January 2011 - October 2012
TD Ameritrade January 2009 - January 2011
TD Ameritrade January 2009 - January 2011
TD Ameritrade June 2008 - January 2009
TD Ameritrade May 2005 - May 2008
TD Ameritrade May 2005 - May 2008
TD Ameritrade May 2002 - May 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Teaching, Public Speaking, Budgets, Series 7, Series 63, Series 24, Risk Management, Financial Services, Securities, Process Improvement, Relationship Management, Risk Assessment, Change Management, Policy, Internal Audit, Leadership, Auditing, Project Management, Team Leadership, FINRA, Enterprise Risk..., Coaching, Team Building, Series 53, Series 66, Management, Financial Risk, Finance, Business Analysis, Training, Software Documentation, Mutual Funds, Investment Advisory, Insurance, Quality Assurance, AML, Options, Executive Management, Trading
Education
Buena Vista University 1993 — 1997
Bachelor's degree, Psychology
Walt Del Vecchio Walt Del Vecchio's TD Ameritrade Experience September 2013 - Present
Job Sr. Enterprise Ops Analyst at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade September 2013 - Present
Linoma Software 2012 - 2013
DIRECTV July 2010 - December 2011
Capital Group October 2008 - May 2009
Impac Funding Corporation September 2005 - October 2007
Fidelity National Financial 1998 - 2005
Skills
SDLC, SharePoint, Requirements Analysis, Process Improvement, Agile Methodologies, Visio, Vendor Management, Data Center, Software Development, Disaster Recovery, ITIL, Microsoft SQL Server, Analysis, Quality Assurance, Unix, Linux, Oracle, Software Documentation, XML, Testing, Management, Databases, .NET, Project Management, MS Project
Education
Pepperdine University 1988 — 1990
MBA, General Business
California State University-Fullerton 1900 — 1976
Bachelor of Arts (BA), Biochemistry
TD Ameritrade September 2013 - Present
Linoma Software 2012 - 2013
DIRECTV July 2010 - December 2011
Capital Group October 2008 - May 2009
Impac Funding Corporation September 2005 - October 2007
Fidelity National Financial 1998 - 2005
Skills
SDLC, SharePoint, Requirements Analysis, Process Improvement, Agile Methodologies, Visio, Vendor Management, Data Center, Software Development, Disaster Recovery, ITIL, Microsoft SQL Server, Analysis, Quality Assurance, Unix, Linux, Oracle, Software Documentation, XML, Testing, Management, Databases, .NET, Project Management, MS Project
Education
Pepperdine University 1988 — 1990
MBA, General Business
California State University-Fullerton 1900 — 1976
Bachelor of Arts (BA), Biochemistry
Andy Plaice's TD Ameritrade Experience 1998 - 2005
Job Director of Technical Support and Service at Schwab Performance Technologies
Industry Financial Services
Experience
Schwab Performance Technologies August 2011 - Present
GMAC Insurance May 2008 - August 2011
GMAC Insurance January 2007 - May 2008
GMAC Insurance February 2005 - December 2006
TD AMERITRADE 1998 - 2005
Skills
Call Center Development, Operations Management, Partner Management, Process Improvement, Outsourcing, Customer Experience, Analytics, Staff Management, Statistical Modeling, Leadership Development, Client Retention..., IVR, Business Strategy, Operational Risk..., Business Continuity..., Business Process..., Strategic Communications, Key Performance..., Project Management, Contact Center..., Customer Service..., Business Requirements, Strategic Alliances, Emotional Intelligence, Performance Management, Vendor Management, Call Center, Strategic Planning, Customer Service, Team Leadership, Visio, Analysis, Management, Strategy, Call Centers, Cross-functional Team..., Customer Satisfaction, Leadership, Business Analysis, Financial Services
Education
Wake Forest University School of Business 2008 — 2010
Master's
San Diego State University-California State University 1998 — 2004
Business Administration
California State University-Northridge 1994 — 1994
Music Performance
Schwab Performance Technologies August 2011 - Present
GMAC Insurance May 2008 - August 2011
GMAC Insurance January 2007 - May 2008
GMAC Insurance February 2005 - December 2006
TD AMERITRADE 1998 - 2005
Skills
Call Center Development, Operations Management, Partner Management, Process Improvement, Outsourcing, Customer Experience, Analytics, Staff Management, Statistical Modeling, Leadership Development, Client Retention..., IVR, Business Strategy, Operational Risk..., Business Continuity..., Business Process..., Strategic Communications, Key Performance..., Project Management, Contact Center..., Customer Service..., Business Requirements, Strategic Alliances, Emotional Intelligence, Performance Management, Vendor Management, Call Center, Strategic Planning, Customer Service, Team Leadership, Visio, Analysis, Management, Strategy, Call Centers, Cross-functional Team..., Customer Satisfaction, Leadership, Business Analysis, Financial Services
Education
Wake Forest University School of Business 2008 — 2010
Master's
San Diego State University-California State University 1998 — 2004
Business Administration
California State University-Northridge 1994 — 1994
Music Performance
Matthew G. Marsh, JD, NSA, CISA, CISSP's TD Ameritrade Experience September 2009 - December 2011
Job LawHacker
Industry Information Technology and Services
Experience
Paktronix Systems LLC January 1993 - Present
Nebraska Infragard August 1998 - Present
Bellevue University May 2012 - Present
TD Ameritrade September 2009 - December 2011
NEbraskaCERT January 1997 - October 2007
Skills
Data Loss Prevention, Compliance, Security, Privacy, Risk Management, CISSP, Linux, Intellectual Property, Information Security, Privacy Law, DLP, Computer Security, ITIL, Business Continuity, Security Architecture..., Network Security, Strategy, Information Security..., Unix, Penetration Testing, CISA, Firewalls, Network Administration, Disaster Recovery, System Administration, Security Audits, TCP/IP, Risk Assessment, Networking, Vulnerability Assessment, Integration, Governance, PCI DSS, Virtualization, Enterprise Architecture, Cloud Computing, Data Center, Leadership, IT Audit, IT Management
Education
Creighton University School of Law 2006 — 2009
J.D., Business Law Certficate, Death & Taxes
Brown University 1990 — 1991
GeoPhysics
Oberlin College 1981 — 1990
BA, Experimental Physics
RETS Electronic School 1984 — 1986
AAS Electronic Technician, Electronics Technology
Hill School 1977 — 1981
Diploma, College Prep
Paktronix Systems LLC January 1993 - Present
Nebraska Infragard August 1998 - Present
Bellevue University May 2012 - Present
TD Ameritrade September 2009 - December 2011
NEbraskaCERT January 1997 - October 2007
Skills
Data Loss Prevention, Compliance, Security, Privacy, Risk Management, CISSP, Linux, Intellectual Property, Information Security, Privacy Law, DLP, Computer Security, ITIL, Business Continuity, Security Architecture..., Network Security, Strategy, Information Security..., Unix, Penetration Testing, CISA, Firewalls, Network Administration, Disaster Recovery, System Administration, Security Audits, TCP/IP, Risk Assessment, Networking, Vulnerability Assessment, Integration, Governance, PCI DSS, Virtualization, Enterprise Architecture, Cloud Computing, Data Center, Leadership, IT Audit, IT Management
Education
Creighton University School of Law 2006 — 2009
J.D., Business Law Certficate, Death & Taxes
Brown University 1990 — 1991
GeoPhysics
Oberlin College 1981 — 1990
BA, Experimental Physics
RETS Electronic School 1984 — 1986
AAS Electronic Technician, Electronics Technology
Hill School 1977 — 1981
Diploma, College Prep
Jeff Menning CFP ®'s TD Ameritrade Experience January 2011 - Present
Job Sales Professional / Certified Financial Planner
Industry Financial Services
Experience
TD Ameritrade January 2011 - Present
Chase Investment Services March 2010 - December 2010
Fidelity Investments July 1999 - October 2008
A.G. Edwards & Sons, Inc. April 1997 - August 1999
Skills
Series 63, Fixed Annuities, FINRA, Fixed Income, Wealth, Management, Sales, Life Insurance, Finance, Sales Management, High Net Worth..., Certified Financial..., Equities, Alternative Investments, Uniform Combined State..., 401k, Risk Management, Insurance, Series 6, Financial Analysis
Education
California Coast University
B.S., Management
TD Ameritrade January 2011 - Present
Chase Investment Services March 2010 - December 2010
Fidelity Investments July 1999 - October 2008
A.G. Edwards & Sons, Inc. April 1997 - August 1999
Skills
Series 63, Fixed Annuities, FINRA, Fixed Income, Wealth, Management, Sales, Life Insurance, Finance, Sales Management, High Net Worth..., Certified Financial..., Equities, Alternative Investments, Uniform Combined State..., 401k, Risk Management, Insurance, Series 6, Financial Analysis
Education
California Coast University
B.S., Management
Tysha Penny's TD Ameritrade Experience September 2014 - Present
Job Senior Transfer Analyst at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2014 - Present
American Honda Finance Corp July 2014 - September 2014
American Honda Finance Corp August 2013 - July 2014
American Honda Finance Corp February 2013 - August 2013
American Honda Finance Corp June 2011 - February 2013
Skills
Customer Satisfaction, Microsoft Office, Customer Service, Customer Retention, Microsoft Excel, Call Centers, Troubleshooting, Sales, Process Improvement, Microsoft Word, Team Leadership, Inventory Management, Outlook, PowerPoint, Teamwork, Time Management, Data Entry, Team Building, Management, Account Management, Technical Support, Customer Experience, Automotive
Education
University of North Texas 2007 — 2010
Bachelor of Science (B.S.), Interdisciplinary Studies
Brookhaven Community College 2004 — 2006
None
Newman Smith High School 2000 — 2004
HS Diploma, General Studies
TD Ameritrade September 2014 - Present
American Honda Finance Corp July 2014 - September 2014
American Honda Finance Corp August 2013 - July 2014
American Honda Finance Corp February 2013 - August 2013
American Honda Finance Corp June 2011 - February 2013
Skills
Customer Satisfaction, Microsoft Office, Customer Service, Customer Retention, Microsoft Excel, Call Centers, Troubleshooting, Sales, Process Improvement, Microsoft Word, Team Leadership, Inventory Management, Outlook, PowerPoint, Teamwork, Time Management, Data Entry, Team Building, Management, Account Management, Technical Support, Customer Experience, Automotive
Education
University of North Texas 2007 — 2010
Bachelor of Science (B.S.), Interdisciplinary Studies
Brookhaven Community College 2004 — 2006
None
Newman Smith High School 2000 — 2004
HS Diploma, General Studies
Brianne (Sweeden) Kloewer Brianne (Sweeden) Kloewer's TD Ameritrade Experience June 2010 - August 2010
Job Sr. Analyst, Finance First National Bank of Omaha
Industry Financial Services
Experience
First National Bank of Omaha July 2011 - Present
Buena Vista University August 2008 - August 2011
TD Ameritrade June 2010 - August 2010
NYK Logistics May 2008 - August 2008
Skills
Financial Analysis, Finance, Microsoft Excel
Education
Buena Vista University 2007 — 2011
Bachelor of Arts (BA), International Business, Economics, Spanish
First National Bank of Omaha July 2011 - Present
Buena Vista University August 2008 - August 2011
TD Ameritrade June 2010 - August 2010
NYK Logistics May 2008 - August 2008
Skills
Financial Analysis, Finance, Microsoft Excel
Education
Buena Vista University 2007 — 2011
Bachelor of Arts (BA), International Business, Economics, Spanish
Michael Jannain Michael Jannain's TD Ameritrade Experience March 2007 - Present
Job SelfDirected Investor
Industry Restaurants
Experience
TD Ameritrade March 2007 - Present
Where's My Hippo 2008 - Present
Himalayan Designs January 2011 - June 2015
Ruth's Chris Steak House November 2008 - August 2014
Apple June 2013 - January 2014
Golden Key International Honour Society 2013 - 2014
Confucius Institute Online September 2011 - August 2012
Skills
Web Design, Database Administration, CSS, Time Management, OOP, Mandarin (Chinese), Mandarin, Public Speaking, Chinese, Web Development, Object-Oriented..., HTML Applet Hosting, Investments, Options Strategies, Options, Finance, Leadership, Microsoft Office, Customer Service, Social Media Marketing, Microsoft Word, Microsoft Excel, Social Networking, Event Planning, Social Media, Management, Research, Marketing, PowerPoint
Education
San Diego State University-California State University 2012 — 2015
Bachelor of Science (B.S.), Computer Science, Senior
San Diego State University-California State University 2012 — 2015
Bachelor of Arts (B.A.), International Business (Chinese and Asia-Pacific), Senior
National Sun Yat-Sen University 2012 — 2013
Chinese Studies, International Business
Capital Normal University 2011 — 2011
Chinese Studies
ITUNES-U 2014 — 2015
Swift App Development for iOS 8
TD Ameritrade March 2007 - Present
Where's My Hippo 2008 - Present
Himalayan Designs January 2011 - June 2015
Ruth's Chris Steak House November 2008 - August 2014
Apple June 2013 - January 2014
Golden Key International Honour Society 2013 - 2014
Confucius Institute Online September 2011 - August 2012
Skills
Web Design, Database Administration, CSS, Time Management, OOP, Mandarin (Chinese), Mandarin, Public Speaking, Chinese, Web Development, Object-Oriented..., HTML Applet Hosting, Investments, Options Strategies, Options, Finance, Leadership, Microsoft Office, Customer Service, Social Media Marketing, Microsoft Word, Microsoft Excel, Social Networking, Event Planning, Social Media, Management, Research, Marketing, PowerPoint
Education
San Diego State University-California State University 2012 — 2015
Bachelor of Science (B.S.), Computer Science, Senior
San Diego State University-California State University 2012 — 2015
Bachelor of Arts (B.A.), International Business (Chinese and Asia-Pacific), Senior
National Sun Yat-Sen University 2012 — 2013
Chinese Studies, International Business
Capital Normal University 2011 — 2011
Chinese Studies
ITUNES-U 2014 — 2015
Swift App Development for iOS 8
Douglas H. Forbes Douglas H. Forbes's TD Ameritrade Experience May 2014 - Present
Job Senior Analyst, Vulnerability Management at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2014 - Present
Tiffany & Co. May 2012 - May 2014
Celebrity International, Inc June 2004 - May 2012
Verizon Wireless February 2004 - June 2004
Celebrity International, Inc March 2000 - February 2004
Summit Bank February 1997 - June 1998
Skills
Security, Disaster Recovery, Troubleshooting, Computer Hardware, Telecommunications, Team Leadership, TCP/IP, Networking, Mobile Devices, Servers, Vendor Management, Firewalls, Project Planning, Project Management, Computer Security, Information Security, Switches, Management, Routers, WAN, Network Administration, Technical Support, Training, Hardware, System Administration, Network Security, Data Center, Cisco Technologies, IT Operations, IT Management, System Deployment, Virtualization, Windows Server, Threat
Education
Carnegie Mellon University 2011 — 2016
MSIT, Information Security and Assurance
DeVry University 2007 — 2009
Network Communications Management, Networking
Brookdale Community College
Associate of Science, Business Administration
Middletown HS North
TD Ameritrade May 2014 - Present
Tiffany & Co. May 2012 - May 2014
Celebrity International, Inc June 2004 - May 2012
Verizon Wireless February 2004 - June 2004
Celebrity International, Inc March 2000 - February 2004
Summit Bank February 1997 - June 1998
Skills
Security, Disaster Recovery, Troubleshooting, Computer Hardware, Telecommunications, Team Leadership, TCP/IP, Networking, Mobile Devices, Servers, Vendor Management, Firewalls, Project Planning, Project Management, Computer Security, Information Security, Switches, Management, Routers, WAN, Network Administration, Technical Support, Training, Hardware, System Administration, Network Security, Data Center, Cisco Technologies, IT Operations, IT Management, System Deployment, Virtualization, Windows Server, Threat
Education
Carnegie Mellon University 2011 — 2016
MSIT, Information Security and Assurance
DeVry University 2007 — 2009
Network Communications Management, Networking
Brookdale Community College
Associate of Science, Business Administration
Middletown HS North
Catherine Mulbrandon Catherine Mulbrandon's TD Ameritrade Experience July 2004 - December 2006
Job Data Visualization & Interaction Design
Industry Internet
Experience
Mulbrandon, Research, Design & Insights LLC December 2008 - Present
SchoolNet January 2007 - December 2009
TD Ameritrade July 2004 - December 2006
School of Design, Carnegie Mellon June 2003 - June 2005
Cambridge Associates January 1998 - December 2001
Cambridge Associates March 1994 - January 1998
Skills
Interaction Design, User Research, Information Architecture, Usability, Designs, Business Analysis, Persona, User-centered Design, Data Visualization, User Experience Design, Information Design, Graphics, Data, Web Applications, Finance, Agile Methodologies, User Experience, User Interface Design, Cross-functional Team..., E-commerce, R, Adobe Creative Suite, OmniGraffle, Tableau, Visio, HTML, CSS, MApublisher
Education
Carnegie Mellon University 2002 — 2004
Masters, Interaction Design
The University of Chicago 1989 — 1993
AB, Economics
Mulbrandon, Research, Design & Insights LLC December 2008 - Present
SchoolNet January 2007 - December 2009
TD Ameritrade July 2004 - December 2006
School of Design, Carnegie Mellon June 2003 - June 2005
Cambridge Associates January 1998 - December 2001
Cambridge Associates March 1994 - January 1998
Skills
Interaction Design, User Research, Information Architecture, Usability, Designs, Business Analysis, Persona, User-centered Design, Data Visualization, User Experience Design, Information Design, Graphics, Data, Web Applications, Finance, Agile Methodologies, User Experience, User Interface Design, Cross-functional Team..., E-commerce, R, Adobe Creative Suite, OmniGraffle, Tableau, Visio, HTML, CSS, MApublisher
Education
Carnegie Mellon University 2002 — 2004
Masters, Interaction Design
The University of Chicago 1989 — 1993
AB, Economics
Isabel Uribe's TD Ameritrade Experience May 2014 - Present
Job Client Services Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2014 - Present
Wells Fargo August 2013 - May 2014
Wells Fargo June 2012 - August 2013
CBS Corporation June 2012 - September 2012
State Farm November 2011 - March 2012
Skills
Research, PowerPoint, Microsoft Office, International Relations, English, Public Speaking, Microsoft Word, Microsoft Excel, Teamwork, Social Media, Spanish, Politics, Economics, Facebook, Nonprofits, Marketing
Education
California State Polytechnic University-Pomona 2008 — 2013
Bachelor of Science (B.S.), International Business, Minor in Marketing
TD Ameritrade May 2014 - Present
Wells Fargo August 2013 - May 2014
Wells Fargo June 2012 - August 2013
CBS Corporation June 2012 - September 2012
State Farm November 2011 - March 2012
Skills
Research, PowerPoint, Microsoft Office, International Relations, English, Public Speaking, Microsoft Word, Microsoft Excel, Teamwork, Social Media, Spanish, Politics, Economics, Facebook, Nonprofits, Marketing
Education
California State Polytechnic University-Pomona 2008 — 2013
Bachelor of Science (B.S.), International Business, Minor in Marketing
Ron Lambert, CFP Ron Lambert, CFP's TD Ameritrade Experience March 2012 - Present
Job Branch Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade March 2012 - Present
HSBC Bank USA 2007 - 2011
HSBC Securities 2004 - 2007
HSBC 1996 - 2004
Skills
Retail Banking, Fixed Annuities, Sales Management, Securities, Insurance, Wealth Management, Mutual Funds, FINRA, Portfolio Management, Financial Services, Credit, Retirement, Financial Risk, Relationship Management, Management, Sales, Leadership, Series 63, Financial Advisory, Life Insurance, Risk Management, Fixed Income, Asset Allocation, Loans, Series 6, Capital Markets, Options, Commercial Banking, Investments, Retirement Planning, Strategic Financial..., Equities, Series 7, Wealth, Alternative Investments, Bonds, Investment Advisory, Finance, Consumer Lending, Asset Management, Wealth Management..., Credit Analysis, Private Banking, Credit Risk, Mortgage Lending, Cross Selling, Financial Markets, Investment Strategies, Trading
Education
Carnegie Mellon University
MSIA, Industrial Administration
Lehigh University
BSIE, Industrial Engineering
TD Ameritrade March 2012 - Present
HSBC Bank USA 2007 - 2011
HSBC Securities 2004 - 2007
HSBC 1996 - 2004
Skills
Retail Banking, Fixed Annuities, Sales Management, Securities, Insurance, Wealth Management, Mutual Funds, FINRA, Portfolio Management, Financial Services, Credit, Retirement, Financial Risk, Relationship Management, Management, Sales, Leadership, Series 63, Financial Advisory, Life Insurance, Risk Management, Fixed Income, Asset Allocation, Loans, Series 6, Capital Markets, Options, Commercial Banking, Investments, Retirement Planning, Strategic Financial..., Equities, Series 7, Wealth, Alternative Investments, Bonds, Investment Advisory, Finance, Consumer Lending, Asset Management, Wealth Management..., Credit Analysis, Private Banking, Credit Risk, Mortgage Lending, Cross Selling, Financial Markets, Investment Strategies, Trading
Education
Carnegie Mellon University
MSIA, Industrial Administration
Lehigh University
BSIE, Industrial Engineering
Matt Ingraham Matt Ingraham's TD Ameritrade Experience January 2013 - Present
Job Legal Collections Manager at TD Ameritrade
Industry Legal Services
Experience
TD Ameritrade January 2013 - Present
TD Ameritrade April 2008 - January 2013
John T. Turco October 2007 - April 2008
United States Bankruptcy Court, Southern District of Iowa August 2005 - September 2007
Skills
Securities Regulation, Legal Writing, FINRA, Corporate Law, Securities, Legal Research, Civil Litigation, Litigation, Series 7, Arbitration, Bankruptcy, Corporate Governance, Dispute Resolution, Legal Compliance, Financial Services
Education
Nebraska State Bar Association Leadership Academy 2011 — 2012
Creighton University School of Law 2002 — 2005
JD
Kansas Wesleyan University 1999 — 2002
BA, Accounting & Business Administration
Central Arizona College 1997 — 1999
General Studies
FINRA
7, 24, 63
TD Ameritrade January 2013 - Present
TD Ameritrade April 2008 - January 2013
John T. Turco October 2007 - April 2008
United States Bankruptcy Court, Southern District of Iowa August 2005 - September 2007
Skills
Securities Regulation, Legal Writing, FINRA, Corporate Law, Securities, Legal Research, Civil Litigation, Litigation, Series 7, Arbitration, Bankruptcy, Corporate Governance, Dispute Resolution, Legal Compliance, Financial Services
Education
Nebraska State Bar Association Leadership Academy 2011 — 2012
Creighton University School of Law 2002 — 2005
JD
Kansas Wesleyan University 1999 — 2002
BA, Accounting & Business Administration
Central Arizona College 1997 — 1999
General Studies
FINRA
7, 24, 63
Norman Yee Norman Yee's TD Ameritrade Experience June 2001 - February 2007
Job Financial Advisor at Wescom Financial Services
Industry Financial Services
Experience
Wescom Financial Services August 2011 - Present
E*TRADE Financial February 2007 - February 2009
TD Ameritrade June 2001 - February 2007
Countrywide May 2000 - May 2001
UBS April 1997 - April 2000
Torrance Police Department January 1994 - March 1997
Education
California State University-Long Beach 1988 — 1993
Bachelor of Science, Criminal Justice & Economics
Wescom Financial Services August 2011 - Present
E*TRADE Financial February 2007 - February 2009
TD Ameritrade June 2001 - February 2007
Countrywide May 2000 - May 2001
UBS April 1997 - April 2000
Torrance Police Department January 1994 - March 1997
Education
California State University-Long Beach 1988 — 1993
Bachelor of Science, Criminal Justice & Economics
Eric Rolfes Eric Rolfes's TD Ameritrade Experience May 2012 - August 2012
Job Sales & Trading Analyst at Citi
Industry Financial Services
Tim Miles, CWS®'s TD Ameritrade Experience June 2007 - August 2012
Job Vice President, Business Consulting Group at First Allied Securities
Industry Financial Services
Experience
First Allied Securities August 2013 - Present
Fidelity Investments July 2012 - August 2013
TD Ameritrade June 2007 - August 2012
TD Ameritrade May 2003 - June 2007
TD Ameritrade October 2001 - May 2003
TD Ameritrade March 2000 - October 2001
Mattel - Fisher Price 1996 - 1997
The Goodyear Tire & Rubber Company 1994 - 1996
Skills
Portfolio Management, Financial Advisory, Financial Services, CRM, Wealth Management, Series 7, Strategy, FINRA, Series 63, Investment Advisory, Business Development, Sales, Investments, Selling, Negotiation, Mutual Funds, Management, Competitive Analysis, Training, Asset Management, Marketing, Business Strategy, Retirement Planning, Securities, Marketing Strategy, New Business Development, Relationship Management, Business Intelligence, Risk Management, 401k, P&L Analysis, Asset Allocation, Modern Portfolio Theory, Strategic Planning, Strategic Financial..., Wealth, Strategic Account..., Retirement, Sales Operations
Education
Butler University - College of Business Administration 1990 — 1994
B.S., Business Marketing
First Allied Securities August 2013 - Present
Fidelity Investments July 2012 - August 2013
TD Ameritrade June 2007 - August 2012
TD Ameritrade May 2003 - June 2007
TD Ameritrade October 2001 - May 2003
TD Ameritrade March 2000 - October 2001
Mattel - Fisher Price 1996 - 1997
The Goodyear Tire & Rubber Company 1994 - 1996
Skills
Portfolio Management, Financial Advisory, Financial Services, CRM, Wealth Management, Series 7, Strategy, FINRA, Series 63, Investment Advisory, Business Development, Sales, Investments, Selling, Negotiation, Mutual Funds, Management, Competitive Analysis, Training, Asset Management, Marketing, Business Strategy, Retirement Planning, Securities, Marketing Strategy, New Business Development, Relationship Management, Business Intelligence, Risk Management, 401k, P&L Analysis, Asset Allocation, Modern Portfolio Theory, Strategic Planning, Strategic Financial..., Wealth, Strategic Account..., Retirement, Sales Operations
Education
Butler University - College of Business Administration 1990 — 1994
B.S., Business Marketing
Rob Morrissey Rob Morrissey's TD Ameritrade Experience December 2013 - Present
Job New Client Development Senior Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade December 2013 - Present
TD Ameritrade February 2012 - Present
TD Ameritrade July 2011 - February 2012
TD Ameritrade February 2010 - July 2011
Edward Jones August 2009 - February 2010
Skills
Series 7, Investments, Management, Financial Services, Mutual Funds, Securities, Wealth Management, Finance, Portfolio Management
Education
Wichita State University 2005 — 2006
Bachelor's Degree, General Studies
Butler County Community College 2003 — 2005
General Studies
University of Nebraska-Lincoln 2002 — 2003
General Studies
Millard West High School 1999 — 2002
TD Ameritrade December 2013 - Present
TD Ameritrade February 2012 - Present
TD Ameritrade July 2011 - February 2012
TD Ameritrade February 2010 - July 2011
Edward Jones August 2009 - February 2010
Skills
Series 7, Investments, Management, Financial Services, Mutual Funds, Securities, Wealth Management, Finance, Portfolio Management
Education
Wichita State University 2005 — 2006
Bachelor's Degree, General Studies
Butler County Community College 2003 — 2005
General Studies
University of Nebraska-Lincoln 2002 — 2003
General Studies
Millard West High School 1999 — 2002
Dana Stewart Dana Stewart's TD Ameritrade Experience September 2001 - June 2006
Job Executive Recruiter
Industry Information Technology and Services
Experience
Specialized Recruiting Group August 2014 - Present
Ecessa Corporation October 2012 - September 2014
E-Technical Staffing February 2011 - October 2012
Capella University September 2008 - February 2011
Wolters Kluwer June 2007 - September 2008
TD Ameritrade September 2001 - June 2006
Skills
Selling, Cold Calling, Customer Service, Account Management, Sales Management, Salesforce.com, Sales Operations, Direct Sales, Marketing, Sales Process, Solution Selling, Sales, New Business Development, Networking, B2B, SaaS, Sales Presentations, Cloud Computing, Recruiting, CRM
Education
Capella University
Bachelor's degree, Business Administration and Management, General
Specialized Recruiting Group August 2014 - Present
Ecessa Corporation October 2012 - September 2014
E-Technical Staffing February 2011 - October 2012
Capella University September 2008 - February 2011
Wolters Kluwer June 2007 - September 2008
TD Ameritrade September 2001 - June 2006
Skills
Selling, Cold Calling, Customer Service, Account Management, Sales Management, Salesforce.com, Sales Operations, Direct Sales, Marketing, Sales Process, Solution Selling, Sales, New Business Development, Networking, B2B, SaaS, Sales Presentations, Cloud Computing, Recruiting, CRM
Education
Capella University
Bachelor's degree, Business Administration and Management, General
Eve Wood Eve Wood's TD Ameritrade Experience April 2006 - Present
Job Senior Relationship Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2006 - Present
Education
Buena Vista University 2001 — 2005
Bachelor's degree, Accounting
TD Ameritrade April 2006 - Present
Education
Buena Vista University 2001 — 2005
Bachelor's degree, Accounting
Nathan Nicholas, CFA Nathan Nicholas, CFA's TD Ameritrade Experience September 2011 - March 2013
Job Director of Portfolio Management at Pure Financial Advisors, Inc.
Industry Investment Management
Experience
Pure Financial Advisors, Inc. July 2015 - Present
Pure Financial Advisors, Inc. February 2015 - July 2015
TD Ameritrade Institutional March 2013 - January 2015
TD Ameritrade September 2011 - March 2013
Door Systems, Inc September 2008 - September 2011
Berkeley Capital Securities December 2010 - August 2011
CBRE June 2007 - September 2008
Education
California State University-Long Beach - College of Business Administration 2002 — 2006
Bachelor of Science (BS)
Pure Financial Advisors, Inc. July 2015 - Present
Pure Financial Advisors, Inc. February 2015 - July 2015
TD Ameritrade Institutional March 2013 - January 2015
TD Ameritrade September 2011 - March 2013
Door Systems, Inc September 2008 - September 2011
Berkeley Capital Securities December 2010 - August 2011
CBRE June 2007 - September 2008
Education
California State University-Long Beach - College of Business Administration 2002 — 2006
Bachelor of Science (BS)
Courtney Bottazzi's TD Ameritrade Experience July 2015 - Present
Job Analyzer and implementer of trends within the social world from a corporate perspective
Industry Financial Services
Experience
TD Ameritrade July 2015 - Present
TD Ameritrade August 2013 - June 2015
TD Ameritrade October 2012 - July 2013
The New Victory Theater 2011 - 2011
Education
Bucknell University 2008 — 2012
Bachelor of Arts (B.A.), Philosophy and English Language and Literature, General
Immaculate Heart Academy
TD Ameritrade July 2015 - Present
TD Ameritrade August 2013 - June 2015
TD Ameritrade October 2012 - July 2013
The New Victory Theater 2011 - 2011
Education
Bucknell University 2008 — 2012
Bachelor of Arts (B.A.), Philosophy and English Language and Literature, General
Immaculate Heart Academy
Jennifer Culhane's TD Ameritrade Experience 2014 - Present
Job Client Service Specialist at TD Ameritrade
Industry Investment Management
Experience
TD Ameritrade 2014 - Present
Skills
Advertising, Sales, Online Marketing, Media Planning, Marketing Strategy, Marketing Communications, Business Development, Digital Marketing, Social Media Marketing, Integrated Marketing, Sales Management, Social Media, Management, Online Advertising, Digital Media, Leadership, Marketing, Investment Strategies, Investment Banking
Education
University of Arizona 2002 — 2005
BA
Carroll College 2000 — 2002
NA
TD Ameritrade 2014 - Present
Skills
Advertising, Sales, Online Marketing, Media Planning, Marketing Strategy, Marketing Communications, Business Development, Digital Marketing, Social Media Marketing, Integrated Marketing, Sales Management, Social Media, Management, Online Advertising, Digital Media, Leadership, Marketing, Investment Strategies, Investment Banking
Education
University of Arizona 2002 — 2005
BA
Carroll College 2000 — 2002
NA
Chris Legg, CFP® Chris Legg, CFP®'s TD Ameritrade Experience September 2004 - December 2006
Job Director, Client Management Financial Advisor at OFS Wealth
Industry Financial Services
Experience
Octagon January 2007 - Present
TD Ameritrade September 2004 - December 2006
Skills
Risk Management, Series 7, Management, Financial Analysis, Equities, Alternative Investments, Finance, Investments, Strategy, Financial Modeling, Wealth Management, Portfolio Management
Education
Brown University 1999 — 2003
Bachelor of Arts (B.A.), Business Economics
Octagon January 2007 - Present
TD Ameritrade September 2004 - December 2006
Skills
Risk Management, Series 7, Management, Financial Analysis, Equities, Alternative Investments, Finance, Investments, Strategy, Financial Modeling, Wealth Management, Portfolio Management
Education
Brown University 1999 — 2003
Bachelor of Arts (B.A.), Business Economics
Tim Doermer Tim Doermer's TD Ameritrade Experience December 2014 - July 2015
Job Client Solutions Analyst Commercial Banking at Scotiabank
Industry Capital Markets
Experience
Scotiabank July 2015 - Present
TD Ameritrade December 2014 - July 2015
Odette Investment Counsel July 2013 - June 2014
University of Windsor September 2013 - January 2014
Odette Commerce Society May 2012 - April 2013
Manitree Fruit May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Research, Teamwork, Investments, Economics, Valuation, Corporate Finance, Fundamental Analysis, Team Leadership, Entrepreneurship, Equity Research
Education
University of Windsor 2012 — 2014
Bachelor's Degree, Concentration: Finance and Strategy, Minor: Economics, Average: A
Carleton University 2010 — 2012
Bachelor of Commerce (B.Com.), Finance
Chatham Kent Secondary School 2005 — 2009
Scotiabank July 2015 - Present
TD Ameritrade December 2014 - July 2015
Odette Investment Counsel July 2013 - June 2014
University of Windsor September 2013 - January 2014
Odette Commerce Society May 2012 - April 2013
Manitree Fruit May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Research, Teamwork, Investments, Economics, Valuation, Corporate Finance, Fundamental Analysis, Team Leadership, Entrepreneurship, Equity Research
Education
University of Windsor 2012 — 2014
Bachelor's Degree, Concentration: Finance and Strategy, Minor: Economics, Average: A
Carleton University 2010 — 2012
Bachelor of Commerce (B.Com.), Finance
Chatham Kent Secondary School 2005 — 2009
Darryl Lopez Darryl Lopez's TD Ameritrade Experience August 2011 - May 2012
Job Account Transfer Team at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2011 - May 2012
Zen Enterprise April 2011 - August 2011
Morgan Stanley Smith Barney - New York, NY October 2008 - January 2009
LPL Financial October 2007 - August 2008
MainStreet Tax & Financial August 2005 - October 2007
Al Shad CPA January 2005 - April 2005
Skills
Mutual Funds, Microsoft Excel, Finance, QuickBooks, Financial Analysis
Education
California State University San Marcos 2002 — 2006
Bachelors of Science, Emphasis: Accountancy
TD Ameritrade August 2011 - May 2012
Zen Enterprise April 2011 - August 2011
Morgan Stanley Smith Barney - New York, NY October 2008 - January 2009
LPL Financial October 2007 - August 2008
MainStreet Tax & Financial August 2005 - October 2007
Al Shad CPA January 2005 - April 2005
Skills
Mutual Funds, Microsoft Excel, Finance, QuickBooks, Financial Analysis
Education
California State University San Marcos 2002 — 2006
Bachelors of Science, Emphasis: Accountancy
Andrew Town Andrew Town's TD Ameritrade Experience November 2013 - Present
Job Collaborative, expert consulting to help advisors solve problems and achieve goals
Industry Financial Services
Experience
TD Ameritrade November 2013 - Present
Fidelity Investments December 2010 - November 2013
Virtual Solutions Consortium 2009 - November 2010
Tandem Business Specialists, LLC September 2006 - November 2010
Bank of America January 2000 - September 2006
Skills
Outsourcing, Consulting, Management Consulting, Process Improvement, Project Management, Management, Financial Services, Process Consulting, Strategic Planning, Organizational..., Operations Management, Technology Evaluation, Certified Project..., Business Management, Customer Relations
Education
The University of Texas at Dallas - School of Management 2009 — 2011
MBA, Global Leadership, 4.0
Capella University
MS, Industrial/Organizational Psychology, 3.85
Gonzaga University
B.A., Psychology and Philosophy
TD Ameritrade November 2013 - Present
Fidelity Investments December 2010 - November 2013
Virtual Solutions Consortium 2009 - November 2010
Tandem Business Specialists, LLC September 2006 - November 2010
Bank of America January 2000 - September 2006
Skills
Outsourcing, Consulting, Management Consulting, Process Improvement, Project Management, Management, Financial Services, Process Consulting, Strategic Planning, Organizational..., Operations Management, Technology Evaluation, Certified Project..., Business Management, Customer Relations
Education
The University of Texas at Dallas - School of Management 2009 — 2011
MBA, Global Leadership, 4.0
Capella University
MS, Industrial/Organizational Psychology, 3.85
Gonzaga University
B.A., Psychology and Philosophy
Anthony Lodi Anthony Lodi's TD Ameritrade Experience January 2001 - June 2008
Job Construction Manager at Haynes Group
Industry Construction
Experience
Haynes Group Inc. March 2009 - Present
Bank of America June 2008 - March 2009
TD Ameritrade January 2001 - June 2008
Education
Wentworth Institute of Technology 2012 — 2014
Construction Management
Bryant University 2007 — 2007
Project Management
Providence College 1992 — 1996
BS, Management / Finance
Haynes Group Inc. March 2009 - Present
Bank of America June 2008 - March 2009
TD Ameritrade January 2001 - June 2008
Education
Wentworth Institute of Technology 2012 — 2014
Construction Management
Bryant University 2007 — 2007
Project Management
Providence College 1992 — 1996
BS, Management / Finance
Brent La Bounty Brent La Bounty's TD Ameritrade Experience December 2013 - December 2014
Job IBS Reorganization Trading Senior Specialist at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional November 2014 - Present
True Gentlemen's Jerky May 2013 - Present
TD Ameritrade December 2013 - December 2014
Western Milling LLC August 2012 - January 2013
JPMorgan Chase November 2011 - August 2012
JPMorgan Chase July 2011 - December 2011
Rapid7 January 2011 - April 2011
Skills
Vulnerability Management, Web Application Security, HIPAA, Salesforce.com, Sales, Cold Calling, Account Management, Direct Sales, Start-ups, Microsoft Excel, Entrepreneurship, Real Estate, Real Estate Development, Account Executives, Mac OS, Business Development, Business Intelligence..., Finance, Trade Marketing, Food & Beverage, Organization, Trade Finance, Business Intelligence, Corporate Finance, Customer Service, Management
Education
California Polytechnic State University-San Luis Obispo 2003 — 2007
International Business and Marketing
TD Ameritrade Institutional November 2014 - Present
True Gentlemen's Jerky May 2013 - Present
TD Ameritrade December 2013 - December 2014
Western Milling LLC August 2012 - January 2013
JPMorgan Chase November 2011 - August 2012
JPMorgan Chase July 2011 - December 2011
Rapid7 January 2011 - April 2011
Skills
Vulnerability Management, Web Application Security, HIPAA, Salesforce.com, Sales, Cold Calling, Account Management, Direct Sales, Start-ups, Microsoft Excel, Entrepreneurship, Real Estate, Real Estate Development, Account Executives, Mac OS, Business Development, Business Intelligence..., Finance, Trade Marketing, Food & Beverage, Organization, Trade Finance, Business Intelligence, Corporate Finance, Customer Service, Management
Education
California Polytechnic State University-San Luis Obispo 2003 — 2007
International Business and Marketing
Christian Talavera Christian Talavera's TD Ameritrade Experience September 2011 - Present
Job Product Manager, Institutional Technology Solutions at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2011 - Present
Laserfiche Content Management System October 2004 - September 2011
Laserfiche Direct Strategic Group January 2006 - June 2007
Skills
Enterprise Content..., Enterprise Software, Coaching, Document Management, Solution Selling
Education
California Polytechnic State University-San Luis Obispo 1998 — 2003
Industrial Engineer, B.S.
TD Ameritrade September 2011 - Present
Laserfiche Content Management System October 2004 - September 2011
Laserfiche Direct Strategic Group January 2006 - June 2007
Skills
Enterprise Content..., Enterprise Software, Coaching, Document Management, Solution Selling
Education
California Polytechnic State University-San Luis Obispo 1998 — 2003
Industrial Engineer, B.S.
Barry Mizrahi Barry Mizrahi's TD Ameritrade Experience October 2013 - Present
Job Manager, UX Research at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2013 - Present
TD Ameritrade October 2010 - Present
Union Bank October 2007 - September 2010
EarthLink November 2004 - September 2007
Human Factors International June 2004 - October 2004
Self January 2004 - June 2004
CSUN 2002 - 2003
Xcelerate 2000 - 2001
Telcordia Technologies 1999 - 2000
Lotus Development 1998 - 1999
Skills
Usability Testing, Human Factors, Participatory Design, Ethnography, Heuristic Evaluation, Contextual Inquiry, Requirements Gathering, User Experience, Card Sorting, User-centered Design, Task Analysis, Axure, Prototyping, Usability Engineering, Usability, Information Architecture, Prototype, Human Computer..., Research Design, User Interface, Web Applications, Information Design, User Experience Design, Interaction Design, User Interface Design, Web Design, Experience Design, Wireframes, Mobile Design, Mobile Devices, Persona, User Scenarios, Focus Groups, Rapid Prototyping, Wire Framing, Paper Prototyping, Design Strategy, Data Visualization, Content Strategy, Mobile Applications, User Research
Education
California State University-Northridge 2001 — 2003
Masters, Human Factors
TD Ameritrade October 2013 - Present
TD Ameritrade October 2010 - Present
Union Bank October 2007 - September 2010
EarthLink November 2004 - September 2007
Human Factors International June 2004 - October 2004
Self January 2004 - June 2004
CSUN 2002 - 2003
Xcelerate 2000 - 2001
Telcordia Technologies 1999 - 2000
Lotus Development 1998 - 1999
Skills
Usability Testing, Human Factors, Participatory Design, Ethnography, Heuristic Evaluation, Contextual Inquiry, Requirements Gathering, User Experience, Card Sorting, User-centered Design, Task Analysis, Axure, Prototyping, Usability Engineering, Usability, Information Architecture, Prototype, Human Computer..., Research Design, User Interface, Web Applications, Information Design, User Experience Design, Interaction Design, User Interface Design, Web Design, Experience Design, Wireframes, Mobile Design, Mobile Devices, Persona, User Scenarios, Focus Groups, Rapid Prototyping, Wire Framing, Paper Prototyping, Design Strategy, Data Visualization, Content Strategy, Mobile Applications, User Research
Education
California State University-Northridge 2001 — 2003
Masters, Human Factors
Lauren Muñoz Lauren Muñoz's TD Ameritrade Experience July 2014 - Present
Job Data Governance Specialist
Industry Computer Software
Experience
TD Ameritrade July 2014 - Present
Center for Social Research June 2012 - Present
United Community Outreach Ministries September 2012 - May 2013
United Community Outreach Ministries February 2011 - May 2012
Skills
Report Writing, SPSS, Qualtrics, Tableau, Spanish-English, QuickBase, Microsoft Applications, Survey Design, Critical Thinking, Statistics, Academic Writing, Program Evaluation, NVivo, Student Leadership, Volunteer Recruiting, Volunteer Training, Volunteer Management, Focus Groups, Translation, Spanish
Education
Calvin College 2010 — 2014
Bachelor's Degree, Sociology, Spanish
TD Ameritrade July 2014 - Present
Center for Social Research June 2012 - Present
United Community Outreach Ministries September 2012 - May 2013
United Community Outreach Ministries February 2011 - May 2012
Skills
Report Writing, SPSS, Qualtrics, Tableau, Spanish-English, QuickBase, Microsoft Applications, Survey Design, Critical Thinking, Statistics, Academic Writing, Program Evaluation, NVivo, Student Leadership, Volunteer Recruiting, Volunteer Training, Volunteer Management, Focus Groups, Translation, Spanish
Education
Calvin College 2010 — 2014
Bachelor's Degree, Sociology, Spanish
David Haskin David Haskin's TD Ameritrade Experience 2006 - Present
Job Chief Operating Officer at SCF Securities, Inc.
Industry Financial Services
Experience
SCF Securities, Inc. February 1992 - Present
TD Ameritrade 2006 - Present
Evangel Home 2009 - December 2012
Skills
Securities, Series 7, Insurance, Investments, Retirement Planning, Mutual Funds, Fixed Annuities, Asset Management, Risk Management, 401k, Estate Planning, Strategic Financial..., Wealth Management, Investment Advisory, Asset Managment, Series 63, Network Administration, IT Operations, IT Management, Telecommunications
Education
Central California College of Law 1990 — 1991
Pre law study
California State University-Fresno 1988 — 1990
Business Administration
Kings River Community College 1976 — 1978
Aviation, Aviation Technology
Fresno City College 1973 — 1975
AS, General Ed, with Business emphasis
SCF Securities, Inc. February 1992 - Present
TD Ameritrade 2006 - Present
Evangel Home 2009 - December 2012
Skills
Securities, Series 7, Insurance, Investments, Retirement Planning, Mutual Funds, Fixed Annuities, Asset Management, Risk Management, 401k, Estate Planning, Strategic Financial..., Wealth Management, Investment Advisory, Asset Managment, Series 63, Network Administration, IT Operations, IT Management, Telecommunications
Education
Central California College of Law 1990 — 1991
Pre law study
California State University-Fresno 1988 — 1990
Business Administration
Kings River Community College 1976 — 1978
Aviation, Aviation Technology
Fresno City College 1973 — 1975
AS, General Ed, with Business emphasis
Patrick E Cullen Patrick E Cullen's TD Ameritrade Experience February 2007 - December 2008
Job Leasing Agent, Rockrose Development Corp.
Industry Real Estate
Experience
Rockrose Development January 2009 - Present
TD Ameritrade February 2007 - December 2008
Lieff Cabraser Heimann & Bernstein December 2005 - January 2007
Skills
Management, Valuation, Due Diligence, High Net Worth..., Lease Administration, Asset Allocation, Risk Assessment, Administrative..., Fixed Assets, Legal Research, Legal Writing, Legal Compliance, Paralegals, Oral Arguments, Equities, Equity Research, Equity Trading, Risk Management
Education
Fordham University 1988 — 1992
BA, Economics
Brooklyn Law School
JD
Rockrose Development January 2009 - Present
TD Ameritrade February 2007 - December 2008
Lieff Cabraser Heimann & Bernstein December 2005 - January 2007
Skills
Management, Valuation, Due Diligence, High Net Worth..., Lease Administration, Asset Allocation, Risk Assessment, Administrative..., Fixed Assets, Legal Research, Legal Writing, Legal Compliance, Paralegals, Oral Arguments, Equities, Equity Research, Equity Trading, Risk Management
Education
Fordham University 1988 — 1992
BA, Economics
Brooklyn Law School
JD
Ranard Brown, MBA Ranard Brown, MBA's TD Ameritrade Experience October 2007 - September 2008
Job Specializing in High Risk & High Visibility Tech & Ops Program/Change Management
Industry Banking
Experience
Bank of America September 2014 - Present
Wells Fargo May 2014 - September 2014
Bank of America May 2013 - February 2014
Bank of America May 2012 - May 2013
The Resource People October 2008 - May 2012
TD Ameritrade October 2007 - September 2008
Bank of America October 2005 - October 2007
The Stock People April 2002 - April 2007
VectorVest Investment Management 1999 - April 2002
Skills
Certified Project..., Training & Development, Operations Management, Process Improvement, Change Management, Graphics Development, Web Development, Sales Collateral..., Process Redesign, Performance Improvement, New Business Development, International Project..., Agile Project Management, Management, Leadership, Strategy, CRM, Marketing, Consulting, Computer Graphics, Training, Marketing Strategy, Project Management, Sales, Program Management, Employee Training, Analysis, Team Leadership, Advertising, Social Media, Team Building, Integration, Vendor Management, Budgets, Customer Service
Education
Villanova University 2011 — 2012
Master Certificate, Project Management
Regis University 2007 — 2010
MBA, Operations Management/ Finance
Canisius College 1997 — 2001
BA, Psychology
Amherst High School 1991 — 1994
Bank of America September 2014 - Present
Wells Fargo May 2014 - September 2014
Bank of America May 2013 - February 2014
Bank of America May 2012 - May 2013
The Resource People October 2008 - May 2012
TD Ameritrade October 2007 - September 2008
Bank of America October 2005 - October 2007
The Stock People April 2002 - April 2007
VectorVest Investment Management 1999 - April 2002
Skills
Certified Project..., Training & Development, Operations Management, Process Improvement, Change Management, Graphics Development, Web Development, Sales Collateral..., Process Redesign, Performance Improvement, New Business Development, International Project..., Agile Project Management, Management, Leadership, Strategy, CRM, Marketing, Consulting, Computer Graphics, Training, Marketing Strategy, Project Management, Sales, Program Management, Employee Training, Analysis, Team Leadership, Advertising, Social Media, Team Building, Integration, Vendor Management, Budgets, Customer Service
Education
Villanova University 2011 — 2012
Master Certificate, Project Management
Regis University 2007 — 2010
MBA, Operations Management/ Finance
Canisius College 1997 — 2001
BA, Psychology
Amherst High School 1991 — 1994
Curt Bryson Curt Bryson's TD Ameritrade Experience September 2009 - May 2013
Job Information Security Architect II, Asst Vice President at Bank of the West
Industry Computer & Network Security
Experience
Bank of the West September 2013 - Present
Full Moon Cheesecakes October 2008 - Present
TD Ameritrade September 2009 - May 2013
Washington Mutual Bank 2003 - August 2008
National Nuclear Security Administration via NCI Information Systems Contract November 2002 - January 2003
Enterasys Networks January 2002 - June 2002
New Technologies Inc 1999 - 2001
Air Force Office of Special Investigations 1994 - 2000
Skills
Security, ITIL, SOX, COBIT, CMM, Payment Industry, Information Security, Sarbanes-Oxley Act, Computer Forensics, Incident Response, Risk Management, Information Assurance, CISSP, Privacy Law, Information Security..., Disaster Recovery, Networking, IT Management, Governance, Risk Assessment, Identity Management, Information Technology, IT Audit, IDS, Vulnerability Assessment, Vulnerability Management, PCI DSS, Business Continuity, Security Awareness, Computer Security, Security Audits, Network Security, ISO 27001, Security Policy, Fraud
Education
Capella University 2006 — 2010
Business - Concentration on Management and Leadership
Community College of the Air Force 1989 — 1999
Criminal Justice
McNeese State University 1988 — 1989
Music Education
Bank of the West September 2013 - Present
Full Moon Cheesecakes October 2008 - Present
TD Ameritrade September 2009 - May 2013
Washington Mutual Bank 2003 - August 2008
National Nuclear Security Administration via NCI Information Systems Contract November 2002 - January 2003
Enterasys Networks January 2002 - June 2002
New Technologies Inc 1999 - 2001
Air Force Office of Special Investigations 1994 - 2000
Skills
Security, ITIL, SOX, COBIT, CMM, Payment Industry, Information Security, Sarbanes-Oxley Act, Computer Forensics, Incident Response, Risk Management, Information Assurance, CISSP, Privacy Law, Information Security..., Disaster Recovery, Networking, IT Management, Governance, Risk Assessment, Identity Management, Information Technology, IT Audit, IDS, Vulnerability Assessment, Vulnerability Management, PCI DSS, Business Continuity, Security Awareness, Computer Security, Security Audits, Network Security, ISO 27001, Security Policy, Fraud
Education
Capella University 2006 — 2010
Business - Concentration on Management and Leadership
Community College of the Air Force 1989 — 1999
Criminal Justice
McNeese State University 1988 — 1989
Music Education
Mike Safaie Mike Safaie's TD Ameritrade Experience March 2007 - October 2011
Job Senior Sales Manager
Industry Financial Services
Experience
ALLSTATE May 2013 - Present
New York Life Insurance Company December 2010 - May 2013
Colonial Life April 2009 - December 2012
TD Ameritrade March 2007 - October 2011
Skills
CRM, Insurance, Financial Services, Sales, Business Development, Investments, Customer Satisfaction, Finance, Employee Benefits, Retirement Planning, Marketing, Portfolio Management, Life Insurance, Fixed Annuities, Management, Leadership, Customer Service, Team Building
Education
California State University-Dominguez Hills 1988 — 1992
Bachelor of Science, Business Administration & Marketing, Business Administration & Marketing
ALLSTATE May 2013 - Present
New York Life Insurance Company December 2010 - May 2013
Colonial Life April 2009 - December 2012
TD Ameritrade March 2007 - October 2011
Skills
CRM, Insurance, Financial Services, Sales, Business Development, Investments, Customer Satisfaction, Finance, Employee Benefits, Retirement Planning, Marketing, Portfolio Management, Life Insurance, Fixed Annuities, Management, Leadership, Customer Service, Team Building
Education
California State University-Dominguez Hills 1988 — 1992
Bachelor of Science, Business Administration & Marketing, Business Administration & Marketing
Darin McLeish's TD Ameritrade Experience 2006 - 2007
Job Vice President, Branch Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2009 - Present
Fidelity Investments April 2007 - January 2009
TD Ameritrade 2006 - 2007
Morgan Stanley 2005 - 2006
Morgan Stanley 2004 - 2005
Morgan Stanley 2002 - 2004
UBS Wealth Management 1999 - 2001
Prudential Financial 1997 - 1999
Prudential Financial 1995 - 1997
ADP 1992 - 1995
Education
California State University-Long Beach
Bachelor’s Degree, Criminal Justice/Security Management
Chadron State College
Criminal Justice and Corrections
Moorpark College
Associate’s Degree
Fidelity Investments January 2009 - Present
Fidelity Investments April 2007 - January 2009
TD Ameritrade 2006 - 2007
Morgan Stanley 2005 - 2006
Morgan Stanley 2004 - 2005
Morgan Stanley 2002 - 2004
UBS Wealth Management 1999 - 2001
Prudential Financial 1997 - 1999
Prudential Financial 1995 - 1997
ADP 1992 - 1995
Education
California State University-Long Beach
Bachelor’s Degree, Criminal Justice/Security Management
Chadron State College
Criminal Justice and Corrections
Moorpark College
Associate’s Degree
Paul Tondreault Paul Tondreault's TD Ameritrade Experience 2006 - 2008
Job Accounting/HR Manager at iConn Technologies
Industry Electrical/Electronic Manufacturing
Experience
iConn Technologies December 2011 - Present
TD Ameritrade 2006 - 2008
Advanced Home Improvements 1990 - 2006
Skills
Financial Analysis, Strategic Financial..., Financial Reporting, Accounting, Process Improvement, Finance, 401k, Auditing, Financial Modeling, Sarbanes-Oxley Act, Account Reconciliation, Forecasting, Financial Accounting, PeopleSoft, Internal Controls, Internal Audit, Cash Management, Employee Benefits, Managerial Finance, Budgets, ADP Payroll, Cost Accounting, General Ledger, Accounts Receivable, Accounts Payable, Financial Planning
Education
Bryant University 1982 — 1986
Bachelor of Science (BS), Accounting and Finance
Bryant University
iConn Technologies December 2011 - Present
TD Ameritrade 2006 - 2008
Advanced Home Improvements 1990 - 2006
Skills
Financial Analysis, Strategic Financial..., Financial Reporting, Accounting, Process Improvement, Finance, 401k, Auditing, Financial Modeling, Sarbanes-Oxley Act, Account Reconciliation, Forecasting, Financial Accounting, PeopleSoft, Internal Controls, Internal Audit, Cash Management, Employee Benefits, Managerial Finance, Budgets, ADP Payroll, Cost Accounting, General Ledger, Accounts Receivable, Accounts Payable, Financial Planning
Education
Bryant University 1982 — 1986
Bachelor of Science (BS), Accounting and Finance
Bryant University
Kristen McMann, MBA, PHR, SHRM-CP Kristen McMann, MBA, PHR, SHRM-CP's TD Ameritrade Experience December 2011 - February 2012
Job Human Resources Manager at The Clearing House
Industry Banking
Experience
The Clearing House February 2012 - Present
TD Ameritrade December 2011 - February 2012
Gucci America May 2011 - October 2011
Samsung Electronics America April 2010 - August 2011
Polo Ralph Lauren June 2006 - November 2010
Lohmann Therapy Systems August 2005 - June 2006
Amerex February 2004 - July 2005
Sports Authority July 1999 - January 2004
Skills
Human Resources, HRIS, Payroll, Training, Deferred Compensation, PeopleSoft, New Hire Orientations, Leadership, Management, Policy, Analysis, Outlook, Auditing, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, FMLA, Employee Benefits, Succession Planning, Time Management, Onboarding, Recruiting, Interviews, ADP Payroll, Budgets, Performance Management, Benefits Administration, Customer Service, Applicant Tracking..., HR Policies, Employee Relations, Hiring, Talent Management
Education
Fairleigh Dickinson University 2013 — 2013
Human Resources Management & PHR Certification, Human Resources
Caldwell University 2007 — 2009
MBA, Business Administration w/ concentration in Nonprofit Law/Management
Caldwell University 2001 — 2005
Bachelor of Science, Management
The Clearing House February 2012 - Present
TD Ameritrade December 2011 - February 2012
Gucci America May 2011 - October 2011
Samsung Electronics America April 2010 - August 2011
Polo Ralph Lauren June 2006 - November 2010
Lohmann Therapy Systems August 2005 - June 2006
Amerex February 2004 - July 2005
Sports Authority July 1999 - January 2004
Skills
Human Resources, HRIS, Payroll, Training, Deferred Compensation, PeopleSoft, New Hire Orientations, Leadership, Management, Policy, Analysis, Outlook, Auditing, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, FMLA, Employee Benefits, Succession Planning, Time Management, Onboarding, Recruiting, Interviews, ADP Payroll, Budgets, Performance Management, Benefits Administration, Customer Service, Applicant Tracking..., HR Policies, Employee Relations, Hiring, Talent Management
Education
Fairleigh Dickinson University 2013 — 2013
Human Resources Management & PHR Certification, Human Resources
Caldwell University 2007 — 2009
MBA, Business Administration w/ concentration in Nonprofit Law/Management
Caldwell University 2001 — 2005
Bachelor of Science, Management
Ed Caseres's TD Ameritrade Experience July 2009 - September 2009
Job Senior Solutions Manager: Vitech Systems Group
Industry Information Technology and Services
Experience
Vitech Systems Group September 2009 - Present
TD Ameritrade July 2009 - September 2009
Sapient October 2006 - December 2008
J.P. Morgan Retirement Plan Services August 2005 - October 2006
American Century Investments September 2004 - August 2005
Sphere Technology June 2003 - August 2004
Sprint May 1998 - May 2003
PacifiCare Health Systems 1990 - 1998
Skills
Program Management, Vendor Management, PMP, Requirements Analysis, Project Management, Project Planning, Budgets, SDLC, PMO, Business Analysis, Software Project..., Process Improvement, Business Process..., Project Portfolio..., Integration, Requirements Gathering, Consulting, Outsourcing, Telecommunications, Strategy, Cross-functional Team..., Management, Enterprise Software, Leadership, Risk Management, Testing, Business Process, Team Building, IT Strategy, CRM, Information Technology, Resource Management
Education
California State University-Long Beach 1979 — 1984
MBA
Claremont McKenna College 1974 — 1978
BA
Vitech Systems Group September 2009 - Present
TD Ameritrade July 2009 - September 2009
Sapient October 2006 - December 2008
J.P. Morgan Retirement Plan Services August 2005 - October 2006
American Century Investments September 2004 - August 2005
Sphere Technology June 2003 - August 2004
Sprint May 1998 - May 2003
PacifiCare Health Systems 1990 - 1998
Skills
Program Management, Vendor Management, PMP, Requirements Analysis, Project Management, Project Planning, Budgets, SDLC, PMO, Business Analysis, Software Project..., Process Improvement, Business Process..., Project Portfolio..., Integration, Requirements Gathering, Consulting, Outsourcing, Telecommunications, Strategy, Cross-functional Team..., Management, Enterprise Software, Leadership, Risk Management, Testing, Business Process, Team Building, IT Strategy, CRM, Information Technology, Resource Management
Education
California State University-Long Beach 1979 — 1984
MBA
Claremont McKenna College 1974 — 1978
BA
Michael Lacorazza's TD Ameritrade Experience January 2012 - June 2012
Job
Industry Marketing and Advertising
Experience
Wells Fargo June 2012 - Present
TD Ameritrade January 2012 - June 2012
TD Ameritrade 2009 - January 2012
Digitas 2005 - 2009
The St. Joe Company 2003 - 2005
Marriott International 2000 - 2003
Toyota Motor Sales, USA, Inc 1990 - 2000
Skills
Advertising, Digital Marketing, Media, Brand Management, SEM, Relationship Marketing, Mobile Marketing, Integrated Marketing, SEO, Marketing, CRM, Customer Acquisition, Interactive Marketing, Product Launch, Brand Architecture, Leadership, Marketing Strategy, PPC, Analytics, Strategy, Creative Direction, Product Development, Digital Strategy, Lead Generation, Strategic Partnerships, Email Marketing, Online Advertising, Management, Market Research, Web Marketing, Competitive Analysis, Digital Media, Direct Mail, Online Marketing, Web Analytics, Direct Marketing, Media Planning, Multi-channel Marketing
Education
Pepperdine University
BA
California State University-Long Beach
MBA
Wells Fargo June 2012 - Present
TD Ameritrade January 2012 - June 2012
TD Ameritrade 2009 - January 2012
Digitas 2005 - 2009
The St. Joe Company 2003 - 2005
Marriott International 2000 - 2003
Toyota Motor Sales, USA, Inc 1990 - 2000
Skills
Advertising, Digital Marketing, Media, Brand Management, SEM, Relationship Marketing, Mobile Marketing, Integrated Marketing, SEO, Marketing, CRM, Customer Acquisition, Interactive Marketing, Product Launch, Brand Architecture, Leadership, Marketing Strategy, PPC, Analytics, Strategy, Creative Direction, Product Development, Digital Strategy, Lead Generation, Strategic Partnerships, Email Marketing, Online Advertising, Management, Market Research, Web Marketing, Competitive Analysis, Digital Media, Direct Mail, Online Marketing, Web Analytics, Direct Marketing, Media Planning, Multi-channel Marketing
Education
Pepperdine University
BA
California State University-Long Beach
MBA
Jeremy Schlarb's TD Ameritrade Experience July 1996 - September 1997
Job Channel Sales Manager
Industry Computer Software
Experience
Yodlee July 2014 - Present
Fiserv December 2013 - March 2014
Fiserv August 2012 - 2013
Fiserv June 2010 - August 2012
AdviceAmerica July 2004 - June 2010
Smith Barney July 2000 - July 2003
Bank of America September 1997 - September 2000
TD Ameritrade July 1996 - September 1997
US Marine Corps April 1989 - June 1996
Skills
Financial Planning, Problem Solving, Integration, Administration, Investments, Strategic Financial..., Product Management, System Administration, Wealth Management, Business Development, Financial Services, Leadership, Strategy, Team Building, Sales Operations, Executive Management, Training, Banking, Team Leadership, Change Management, Product Development, Risk Management, SaaS, Strategic Partnerships, Start-ups, Salesforce.com, Cross-functional Team..., Management, Product Marketing, Sales, Pre-sales, Strategic Alliances, CRM
Education
California State University-East Bay 1992 — 1995
B.S., Business Administration - Finance Option
Sequoia High School 1984 — 1988
Yodlee July 2014 - Present
Fiserv December 2013 - March 2014
Fiserv August 2012 - 2013
Fiserv June 2010 - August 2012
AdviceAmerica July 2004 - June 2010
Smith Barney July 2000 - July 2003
Bank of America September 1997 - September 2000
TD Ameritrade July 1996 - September 1997
US Marine Corps April 1989 - June 1996
Skills
Financial Planning, Problem Solving, Integration, Administration, Investments, Strategic Financial..., Product Management, System Administration, Wealth Management, Business Development, Financial Services, Leadership, Strategy, Team Building, Sales Operations, Executive Management, Training, Banking, Team Leadership, Change Management, Product Development, Risk Management, SaaS, Strategic Partnerships, Start-ups, Salesforce.com, Cross-functional Team..., Management, Product Marketing, Sales, Pre-sales, Strategic Alliances, CRM
Education
California State University-East Bay 1992 — 1995
B.S., Business Administration - Finance Option
Sequoia High School 1984 — 1988
Phil Royes's TD Ameritrade Experience January 2008 - January 2010
Job Global Program Manager Head of LE Environment Management at Credit Suisse
Industry Financial Services
Experience
Credit Suisse March 2015 - Present
Morgan Stanley Wealth Management February 2010 - Present
TD Ameritrade January 2008 - January 2010
JP Morgan Chase Bank 1997 - 2008
Skills
Financial Risk, Program Management, Project Management, Offshoring, Project Planning, Vendor Management, Relationship Management, IT Strategy, Portfolio Management, Financial Services, Risk Management, SDLC, PMP, Disaster Recovery, Trading Systems, Business Analysis, Banking, IT Management, PMO, Service Delivery
Education
Montclair State University
Master of Business Administration (M.B.A.), Finance
Rutgers University-New Brunswick
BA, Information Technology
Brookdale Community College
Associate of Arts and Sciences (A.A.S.), Computer Science
Credit Suisse March 2015 - Present
Morgan Stanley Wealth Management February 2010 - Present
TD Ameritrade January 2008 - January 2010
JP Morgan Chase Bank 1997 - 2008
Skills
Financial Risk, Program Management, Project Management, Offshoring, Project Planning, Vendor Management, Relationship Management, IT Strategy, Portfolio Management, Financial Services, Risk Management, SDLC, PMP, Disaster Recovery, Trading Systems, Business Analysis, Banking, IT Management, PMO, Service Delivery
Education
Montclair State University
Master of Business Administration (M.B.A.), Finance
Rutgers University-New Brunswick
BA, Information Technology
Brookdale Community College
Associate of Arts and Sciences (A.A.S.), Computer Science
Brent Wells, CFP®'s TD Ameritrade Experience April 2004 - April 2008
Job Sr. Branch Supervisor at Independent Financial Group LLC
Industry Financial Services
Experience
Independent Financial Group LLC February 2014 - Present
Fifty Barrels Urban Winery & Tasting Room July 2000 - October 2014
LPL Financial Services April 2008 - February 2014
TD Ameritrade April 2004 - April 2008
TD Ameritrade January 2001 - April 2004
Skills
Series 7, FINRA, Series 63, Financial Advisory, Securities, Supervision, Management, Series 24, Trading, Uniform Combined State..., Series 66, Salesforce.com, SharePoint
Education
California State University San Marcos 1995 — 2000
Bachelor’s Degree, Social Science
Independent Financial Group LLC February 2014 - Present
Fifty Barrels Urban Winery & Tasting Room July 2000 - October 2014
LPL Financial Services April 2008 - February 2014
TD Ameritrade April 2004 - April 2008
TD Ameritrade January 2001 - April 2004
Skills
Series 7, FINRA, Series 63, Financial Advisory, Securities, Supervision, Management, Series 24, Trading, Uniform Combined State..., Series 66, Salesforce.com, SharePoint
Education
California State University San Marcos 1995 — 2000
Bachelor’s Degree, Social Science
Annette Jordan's TD Ameritrade Experience 2000 - 2003
Job Interest Areas: Employee motivation/engagement/wellbeing, Organizational change/development, career Development
Industry Military
Experience
Department of Defense June 2007 - Present
Ameritrade April 2002 - December 2004
TD Ameritrade 2000 - 2003
Internet Security Systems 2001 - 2002
USSTRATCOM 1995 - 1999
USAF 1990 - 1995
IBM Global Services 1987 - 1990
USAF 1985 - 1987
USAF 1983 - 1985
Education
Capella University 2009 — 2014
Doctor of Philosophy (Ph.D.), Industrial and Organizational Psychology
Capella University 2005 — 2008
MS, Industrial/Organizational Psychology
University of Colorado Boulder 1993 — 1997
MS, Telecommunications
University of Northern Colorado 1978 — 1982
BS, Computer Science
Department of Defense June 2007 - Present
Ameritrade April 2002 - December 2004
TD Ameritrade 2000 - 2003
Internet Security Systems 2001 - 2002
USSTRATCOM 1995 - 1999
USAF 1990 - 1995
IBM Global Services 1987 - 1990
USAF 1985 - 1987
USAF 1983 - 1985
Education
Capella University 2009 — 2014
Doctor of Philosophy (Ph.D.), Industrial and Organizational Psychology
Capella University 2005 — 2008
MS, Industrial/Organizational Psychology
University of Colorado Boulder 1993 — 1997
MS, Telecommunications
University of Northern Colorado 1978 — 1982
BS, Computer Science
Ting Yan's TD Ameritrade Experience August 2005 - August 2006
Job Senior, Financial Services Advisory at EY
Industry Financial Services
Experience
EY November 2014 - Present
Credit Suisse June 2014 - November 2014
Fitch Ratings August 2010 - June 2014
DTCC January 2008 - December 2008
Merrill Lynch October 2006 - October 2007
TD Ameritrade August 2005 - August 2006
Skills
Business Analysis, Capital Markets, Financial Analysis, Chartered Financial..., Fixed Income, Financial Reporting, Derivatives, Portfolio Management, Microsoft Excel, Alternative Investments, Investment Banking, Credit Risk, Corporate Finance, Financial Modeling, Equities, Management, Financial Services, Finance, Risk Management, Consulting
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2005
Bachelor of Science (BS), Finance
Centenary College
EY November 2014 - Present
Credit Suisse June 2014 - November 2014
Fitch Ratings August 2010 - June 2014
DTCC January 2008 - December 2008
Merrill Lynch October 2006 - October 2007
TD Ameritrade August 2005 - August 2006
Skills
Business Analysis, Capital Markets, Financial Analysis, Chartered Financial..., Fixed Income, Financial Reporting, Derivatives, Portfolio Management, Microsoft Excel, Alternative Investments, Investment Banking, Credit Risk, Corporate Finance, Financial Modeling, Equities, Management, Financial Services, Finance, Risk Management, Consulting
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2005
Bachelor of Science (BS), Finance
Centenary College
Craig Zimmerman's TD Ameritrade Experience 1993 - 2010
Job Vice President
Industry Financial Services
Experience
Securities America April 2011 - Present
TD Ameritrade 1993 - 2010
Skills
Series 7, Series 63, Series 24, Series 55, Series 4, Series 3, Mergers & Acquisitions, Risk Management
Education
Buena Vista University 1988 — 1992
Bachelor's Degree, Finance/Banking
Securities America April 2011 - Present
TD Ameritrade 1993 - 2010
Skills
Series 7, Series 63, Series 24, Series 55, Series 4, Series 3, Mergers & Acquisitions, Risk Management
Education
Buena Vista University 1988 — 1992
Bachelor's Degree, Finance/Banking
Patty Franklin's TD Ameritrade Experience 2010 - 2014
Job EVP of Investor Relations at Strategic Holdings
Industry Financial Services
Experience
Strategic Holdings January 2014 - Present
TD Ameritrade 2010 - 2014
Newport Advisory/Cambridge Investment Research July 2009 - 2010
UBS Wealth Management/Edward Jones September 2001 - July 2009
QHL Investments September 2004 - November 2008
Skills
Investments, Alternative Investments, Competitive Analysis, Investor Relations, Financial Analysis, Banking, Accounting, Asset Managment, Financial Services, Strategic Planning, Risk Management, Portfolio Management, Asset Allocation, Finance, Mortgage Banking, Project Management
Education
California Lutheran University 2011 — 2015
MBA, in Finance
University of California, Los Angeles 2004 — 2007
Professional Designation, Personal Financial Planning
University of California, Los Angeles 1990 — 1995
BA, Psychology Minor Chemistry
Strategic Holdings January 2014 - Present
TD Ameritrade 2010 - 2014
Newport Advisory/Cambridge Investment Research July 2009 - 2010
UBS Wealth Management/Edward Jones September 2001 - July 2009
QHL Investments September 2004 - November 2008
Skills
Investments, Alternative Investments, Competitive Analysis, Investor Relations, Financial Analysis, Banking, Accounting, Asset Managment, Financial Services, Strategic Planning, Risk Management, Portfolio Management, Asset Allocation, Finance, Mortgage Banking, Project Management
Education
California Lutheran University 2011 — 2015
MBA, in Finance
University of California, Los Angeles 2004 — 2007
Professional Designation, Personal Financial Planning
University of California, Los Angeles 1990 — 1995
BA, Psychology Minor Chemistry
Chris Snowardt's TD Ameritrade Experience October 2011 - Present
Job Director Investor Services TDAmeritrade
Industry Financial Services
Experience
TD Ameritrade October 2011 - Present
TD Ameritrade March 2008 - October 2011
TDAmeritrade October 2004 - March 2008
TD Ameritrade December 2003 - October 2004
TD Ameritrade December 1998 - December 2003
Education
Buena Vista University 1990 — 1994
TD Ameritrade October 2011 - Present
TD Ameritrade March 2008 - October 2011
TDAmeritrade October 2004 - March 2008
TD Ameritrade December 2003 - October 2004
TD Ameritrade December 1998 - December 2003
Education
Buena Vista University 1990 — 1994
Brian McHenry's TD Ameritrade Experience January 2009 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2009 - Present
Prudential October 2003 - January 2009
Skills
Vendor Management, Microsoft Excel, Sales, Account Management, Process Improvement, Strategic Planning, Life Insurance, Securities, Sales Management, Credit, Financial Modeling, Project Management, Microsoft Office, Underwriting, Employee Benefits, New Business Development, Management, Marketing, Finance
Education
California State University-Chico 1977 — 1982
Business, Management, Marketing, and Related Support Services
TD Ameritrade January 2009 - Present
Prudential October 2003 - January 2009
Skills
Vendor Management, Microsoft Excel, Sales, Account Management, Process Improvement, Strategic Planning, Life Insurance, Securities, Sales Management, Credit, Financial Modeling, Project Management, Microsoft Office, Underwriting, Employee Benefits, New Business Development, Management, Marketing, Finance
Education
California State University-Chico 1977 — 1982
Business, Management, Marketing, and Related Support Services
Jerome Ivery's TD Ameritrade Experience July 2012 - July 2013
Job Investment Advisor
Industry Investment Management
Experience
Aon Hewitt March 2014 - Present
TD Ameritrade July 2012 - July 2013
Morgan Stanley Smith Barney November 2010 - June 2012
Southwest Securities February 2008 - November 2010
Wells Fargo September 2004 - June 2008
Skills
Wealth Management, Series 7, Retirement Planning, Equities, Portfolio Management, Mutual Funds, Strategic Financial..., Investments, Risk Management, Bonds, Fixed Income, Asset Managment, Fixed Annuities, Financial Modeling, Financial Services, Insurance, Disability Insurance, Wealth Management..., Investment Advisory, Asset Allocation, Series 65, Uniform Combined State..., Strategic Planning, Alternative Investments
Education
California State University-Sacramento 2014 — 2015
Master’s Degree, Accounting
California State University-Sacramento 2004 — 2007
Bachelor of Science, Real Estate and Land Use Affairs
California State University-Chico 1998 — 2002
Business Administration, Management and Operations
Aon Hewitt March 2014 - Present
TD Ameritrade July 2012 - July 2013
Morgan Stanley Smith Barney November 2010 - June 2012
Southwest Securities February 2008 - November 2010
Wells Fargo September 2004 - June 2008
Skills
Wealth Management, Series 7, Retirement Planning, Equities, Portfolio Management, Mutual Funds, Strategic Financial..., Investments, Risk Management, Bonds, Fixed Income, Asset Managment, Fixed Annuities, Financial Modeling, Financial Services, Insurance, Disability Insurance, Wealth Management..., Investment Advisory, Asset Allocation, Series 65, Uniform Combined State..., Strategic Planning, Alternative Investments
Education
California State University-Sacramento 2014 — 2015
Master’s Degree, Accounting
California State University-Sacramento 2004 — 2007
Bachelor of Science, Real Estate and Land Use Affairs
California State University-Chico 1998 — 2002
Business Administration, Management and Operations
Melvin Luckey's TD Ameritrade Experience March 2006 - January 2009
Job Problem Solver
Industry Hospitality
Experience
Club Corp. 2013 - Present
Stewart Enterprises August 2011 - January 2013
Independent Insurance Agent April 2009 - January 2013
TD Ameritrade March 2006 - January 2009
Mydiscountbroker 2000 - 2005
Skills
Sales, Mutual Funds, Retirement Planning, Microsoft Office
Education
Golf Academy of America 2013 — 2014
Associate's degree, Golf Course Operation and Grounds Management
California State University-Sacramento 1989 — 1994
Bachelor of Science (BS), Finance
Club Corp. 2013 - Present
Stewart Enterprises August 2011 - January 2013
Independent Insurance Agent April 2009 - January 2013
TD Ameritrade March 2006 - January 2009
Mydiscountbroker 2000 - 2005
Skills
Sales, Mutual Funds, Retirement Planning, Microsoft Office
Education
Golf Academy of America 2013 — 2014
Associate's degree, Golf Course Operation and Grounds Management
California State University-Sacramento 1989 — 1994
Bachelor of Science (BS), Finance
Christopher Soukup's TD Ameritrade Experience February 2015 - Present
Job Branch Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade February 2015 - Present
TD Ameritrade January 2012 - February 2015
TD Ameritrade May 2011 - December 2011
Wells Fargo April 2010 - May 2011
MassMutual Financial Group April 2008 - April 2010
Skills
Series 7, Series 66, Life Agent Licence, Retirement Planning, Series 63, Wealth Management, Investments, Mutual Funds, Strategic Financial..., Securities, Asset Allocation, Retirement, Investment Advisory, Series 65, Portfolio Management, 401k, Financial Services, Investment Strategies, Fixed Annuities, Insurance, Uniform Combined State..., Series 24
Education
Western Governors University 2014 — 2016
Master of Business Administration (MBA), Management & Strategy
California Polytechnic State University-San Luis Obispo 2003 — 2006
Bachelor of Science, Business Administration, Finance
Etiwanda High School 1999 — 2003
HS Diploma
TD Ameritrade February 2015 - Present
TD Ameritrade January 2012 - February 2015
TD Ameritrade May 2011 - December 2011
Wells Fargo April 2010 - May 2011
MassMutual Financial Group April 2008 - April 2010
Skills
Series 7, Series 66, Life Agent Licence, Retirement Planning, Series 63, Wealth Management, Investments, Mutual Funds, Strategic Financial..., Securities, Asset Allocation, Retirement, Investment Advisory, Series 65, Portfolio Management, 401k, Financial Services, Investment Strategies, Fixed Annuities, Insurance, Uniform Combined State..., Series 24
Education
Western Governors University 2014 — 2016
Master of Business Administration (MBA), Management & Strategy
California Polytechnic State University-San Luis Obispo 2003 — 2006
Bachelor of Science, Business Administration, Finance
Etiwanda High School 1999 — 2003
HS Diploma
Watts Ha's TD Ameritrade Experience September 2014 - Present
Job Committed to helping investors and associates achieve their goals
Industry Financial Services
Experience
TD Ameritrade September 2014 - Present
TD Ameritrade October 2013 - September 2014
TD Ameritrade 2000 - October 2013
Wedbush Morgan 1998 - 2000
Skills
Series 24, Series 63, Series 7, Securities, Mutual Funds, Uniform Combined State..., Retirement Planning, Investments, Asset Allocation, FINRA, Wealth Management, Retirement, Risk Management, Investment Advisory, Equities, Hedge Funds, Options, Financial Services, Series 65, Insurance, Financial Advisory, Investment Strategies, Wealth Management..., Portfolio Management, Strategic Financial..., 401k, Alternative Investments, Asset Management, IRAs, Bonds, Investment Management, Fixed Income, Series 6, Relationship Management, Wealth, Financial Planning
Education
CSUN 1992 — 1996
TD Ameritrade September 2014 - Present
TD Ameritrade October 2013 - September 2014
TD Ameritrade 2000 - October 2013
Wedbush Morgan 1998 - 2000
Skills
Series 24, Series 63, Series 7, Securities, Mutual Funds, Uniform Combined State..., Retirement Planning, Investments, Asset Allocation, FINRA, Wealth Management, Retirement, Risk Management, Investment Advisory, Equities, Hedge Funds, Options, Financial Services, Series 65, Insurance, Financial Advisory, Investment Strategies, Wealth Management..., Portfolio Management, Strategic Financial..., 401k, Alternative Investments, Asset Management, IRAs, Bonds, Investment Management, Fixed Income, Series 6, Relationship Management, Wealth, Financial Planning
Education
CSUN 1992 — 1996
David cai's TD Ameritrade Experience January 2015 - April 2015
Job Investment Advisor, Insurance Agent at New York Life Insurance Company
Industry Investment Management
Experience
New York Life Insurance Company July 2015 - Present
trader January 2001 - Present
World Financial Group, Calgary (WFG) December 2008 - July 2015
TD Ameritrade January 2015 - April 2015
Great Point Capital LLC April 2014 - January 2015
Skills
Equities, Portfolio Management, Investments, Options, Financial Modeling, Mutual Funds, Trading, Currency, Trading Strategies, Hedge Funds, Financial Markets, Mergers & Acquisitions, Derivatives, Due Diligence, Proprietary Trading, FX trading, Trading Systems, Finance, Hedging, Strategy, Bloomberg, Technical Analysis, Alternative Investments, Equity Trading, Electronic Trading..., FX Options, Pitch Books, Microsoft Office, Fixed Income, Electronic Trading, Mergers, Restructuring, OneSource, Financial Planners, Capital IQ, Commodity, Salesforce.com, Securities, International business..., LinkedIn, saleforce, Microsoft Office Suite, AutoCAD, 3DMAX, Photoshop, Trading Desk, Trading Platforms, Licensing, Equity Derivatives, Market Making
Education
Cameron University
MBA
The University of Texas at Austin
Bachelor of Arts (BA) Accounting/Finance
New York Life Insurance Company July 2015 - Present
trader January 2001 - Present
World Financial Group, Calgary (WFG) December 2008 - July 2015
TD Ameritrade January 2015 - April 2015
Great Point Capital LLC April 2014 - January 2015
Skills
Equities, Portfolio Management, Investments, Options, Financial Modeling, Mutual Funds, Trading, Currency, Trading Strategies, Hedge Funds, Financial Markets, Mergers & Acquisitions, Derivatives, Due Diligence, Proprietary Trading, FX trading, Trading Systems, Finance, Hedging, Strategy, Bloomberg, Technical Analysis, Alternative Investments, Equity Trading, Electronic Trading..., FX Options, Pitch Books, Microsoft Office, Fixed Income, Electronic Trading, Mergers, Restructuring, OneSource, Financial Planners, Capital IQ, Commodity, Salesforce.com, Securities, International business..., LinkedIn, saleforce, Microsoft Office Suite, AutoCAD, 3DMAX, Photoshop, Trading Desk, Trading Platforms, Licensing, Equity Derivatives, Market Making
Education
Cameron University
MBA
The University of Texas at Austin
Bachelor of Arts (BA) Accounting/Finance
Jeff Savin's TD Ameritrade Experience April 2000 - July 2006
Job Ruby/Rails, Full Stack Developer
Industry Information Technology and Services
Experience
Personal Projects October 2011 - Present
SporkApps February 2010 - Present
E-Lance September 2009 - June 2011
TD Ameritrade April 2000 - July 2006
WaveMaker, Inc. 1995 - 2000
Various 1985 - 1995
Skills
Ruby on Rails, SDLC, Agile Methodologies, Java, SQL, JavaScript, Requirements Analysis, Unix, Software Project..., Project Management, Business Analysis, Software Development, XML, Linux, Web Services
Education
California State University-Los Angeles 1985 — 1989
BS, Computer Science
Personal Projects October 2011 - Present
SporkApps February 2010 - Present
E-Lance September 2009 - June 2011
TD Ameritrade April 2000 - July 2006
WaveMaker, Inc. 1995 - 2000
Various 1985 - 1995
Skills
Ruby on Rails, SDLC, Agile Methodologies, Java, SQL, JavaScript, Requirements Analysis, Unix, Software Project..., Project Management, Business Analysis, Software Development, XML, Linux, Web Services
Education
California State University-Los Angeles 1985 — 1989
BS, Computer Science
Deiatria Harrison's TD Ameritrade Experience February 2001 - September 2005
Job Topnotch administrative professional with executive level experience managing business relations and special projects.
Industry Nonprofit Organization Management
Experience
Enterprise Community Partners June 2007 - Present
JWR Enterprise Toastmasters Club July 2013 - June 2014
JWR Enterprise Toastmasters Club July 2012 - June 2013
Baltimore City Commission on Aging September 2005 - June 2007
TD Ameritrade February 2001 - September 2005
Skills
Outlook, Word, Microsoft Office, Problem Solving, Writing, Microsoft Word, Community Outreach, Training, Time Management, Microsoft Excel, Administrative..., Management, Nonprofits, PowerPoint, Customer Service, Fundraising, Event Planning, Office Management, Budgets, Program Management, Event Management, Project Management, Non-profits, Public Speaking, Recruiting, Team Building, Policy, Process Scheduler, Data Entry, Community Development, Employee Relations, Government, System Administration, Human Resources, Administration, Organizational..., Grants, Research, Proposal Writing, Access
Education
Catonsville Community College
Associate of Arts (AA), Business Administration and Accounting
Enterprise Community Partners June 2007 - Present
JWR Enterprise Toastmasters Club July 2013 - June 2014
JWR Enterprise Toastmasters Club July 2012 - June 2013
Baltimore City Commission on Aging September 2005 - June 2007
TD Ameritrade February 2001 - September 2005
Skills
Outlook, Word, Microsoft Office, Problem Solving, Writing, Microsoft Word, Community Outreach, Training, Time Management, Microsoft Excel, Administrative..., Management, Nonprofits, PowerPoint, Customer Service, Fundraising, Event Planning, Office Management, Budgets, Program Management, Event Management, Project Management, Non-profits, Public Speaking, Recruiting, Team Building, Policy, Process Scheduler, Data Entry, Community Development, Employee Relations, Government, System Administration, Human Resources, Administration, Organizational..., Grants, Research, Proposal Writing, Access
Education
Catonsville Community College
Associate of Arts (AA), Business Administration and Accounting
Steve Schoenfeld's TD Ameritrade Experience 2015 - Present
Job Senior Manager, Institutional Fixed Income Sales at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade 2015 - Present
TD Ameritrade 2011 - 2015
Merrill Lynch 2009 - 2011
Charles Schwab 2002 - 2008
Charles Schwab 1999 - 2002
Charles Schwab 1991 - 1999
Skills
Series 7, Mutual Funds, Investments, Portfolio Management, Fixed Income, Bonds, Sales Management, Leadership, Sales, Asset Allocation, Retirement Planning, Options, Alternative Investments, Equities, Investment Advisory, Investment Strategies, Finance, Uniform Combined State..., Wealth Management, Electronic Trading, Financial Advisory, Securities, Financial Services, Series 65, ETFs, Asset Management, Financial Markets, Derivatives, Relationship Management, Bloomberg, Strategic Financial..., Separately Managed..., Hedge Funds, Investment Management, Retirement, Wealth Management..., Series 63, 401k, Bloomberg Terminal, Capital Markets, Equity Trading, Options Strategies, Series 24
Education
California Polytechnic State University-San Luis Obispo 1985 — 1988
BS, Business Administration
TD Ameritrade 2015 - Present
TD Ameritrade 2011 - 2015
Merrill Lynch 2009 - 2011
Charles Schwab 2002 - 2008
Charles Schwab 1999 - 2002
Charles Schwab 1991 - 1999
Skills
Series 7, Mutual Funds, Investments, Portfolio Management, Fixed Income, Bonds, Sales Management, Leadership, Sales, Asset Allocation, Retirement Planning, Options, Alternative Investments, Equities, Investment Advisory, Investment Strategies, Finance, Uniform Combined State..., Wealth Management, Electronic Trading, Financial Advisory, Securities, Financial Services, Series 65, ETFs, Asset Management, Financial Markets, Derivatives, Relationship Management, Bloomberg, Strategic Financial..., Separately Managed..., Hedge Funds, Investment Management, Retirement, Wealth Management..., Series 63, 401k, Bloomberg Terminal, Capital Markets, Equity Trading, Options Strategies, Series 24
Education
California Polytechnic State University-San Luis Obispo 1985 — 1988
BS, Business Administration
Bill Applegate's TD Ameritrade Experience April 2007 - October 2008
Job Marketing and Public Relations
Industry Management Consulting
Experience
Residential Properties Ltd. August 2009 - January 2013
TD Ameritrade April 2007 - October 2008
Morgan Stanley August 2005 - October 2006
Microway, Inc. June 2001 - August 2005
North American Industries August 1995 - August 2000
Sawyer & Beers / Graphic Express July 1991 - August 1995
Augat Corporation January 1989 - October 1990
ADE Corporation August 1983 - December 1988
Associated Dynamics Incorporated January 1979 - May 1982
Bell Helicopter June 1975 - December 1978
Skills
Marketing, Advertising, Blogging, Press Releases, International Sales, Direct Sales, Product Marketing, Marketing Strategy, Investors, Sales Operations, Photoshop, Social Media Marketing, graphic design, Statistics, InDesign, Microsoft Excel, Microsoft Word, Wordpress, HTML emails, Luxury, Management, Selling, Online Marketing, Residential Homes, First Time Home Buyers, Short Sales, Condos, Real Estate, Graphic Design, Sales
Education
Brown University 1970 — 1975
A.B., Sc.B., Economics, Engineering
Residential Properties Ltd. August 2009 - January 2013
TD Ameritrade April 2007 - October 2008
Morgan Stanley August 2005 - October 2006
Microway, Inc. June 2001 - August 2005
North American Industries August 1995 - August 2000
Sawyer & Beers / Graphic Express July 1991 - August 1995
Augat Corporation January 1989 - October 1990
ADE Corporation August 1983 - December 1988
Associated Dynamics Incorporated January 1979 - May 1982
Bell Helicopter June 1975 - December 1978
Skills
Marketing, Advertising, Blogging, Press Releases, International Sales, Direct Sales, Product Marketing, Marketing Strategy, Investors, Sales Operations, Photoshop, Social Media Marketing, graphic design, Statistics, InDesign, Microsoft Excel, Microsoft Word, Wordpress, HTML emails, Luxury, Management, Selling, Online Marketing, Residential Homes, First Time Home Buyers, Short Sales, Condos, Real Estate, Graphic Design, Sales
Education
Brown University 1970 — 1975
A.B., Sc.B., Economics, Engineering
Alan Cummings's TD Ameritrade Experience June 2013 - April 2015
Job Senior Financial Analyst at SRS Distribution Inc.
Industry Financial Services
Experience
SRS Distribution Inc. May 2015 - Present
TD Ameritrade June 2013 - April 2015
TD Ameritrade January 2011 - June 2013
Regal Wine Company October 2009 - May 2010
Skills
Microsoft Excel, Finance, Series 7, Series 63, Analysis, Salesforce.com, Microsoft Office, Microsoft Access, Mutual Funds, Financial Analysis, Pivot Tables, Vlookup
Education
California Polytechnic State University-San Luis Obispo 2006 — 2009
Bachelors, Financial Management
California Polytechnic State University-San Luis Obispo 2006 — 2009
Bachelor's degree, Financial Management
SRS Distribution Inc. May 2015 - Present
TD Ameritrade June 2013 - April 2015
TD Ameritrade January 2011 - June 2013
Regal Wine Company October 2009 - May 2010
Skills
Microsoft Excel, Finance, Series 7, Series 63, Analysis, Salesforce.com, Microsoft Office, Microsoft Access, Mutual Funds, Financial Analysis, Pivot Tables, Vlookup
Education
California Polytechnic State University-San Luis Obispo 2006 — 2009
Bachelors, Financial Management
California Polytechnic State University-San Luis Obispo 2006 — 2009
Bachelor's degree, Financial Management
Minh T. Phan, CFP®'s TD Ameritrade Experience March 2004 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade March 2004 - Present
Merrill Lynch September 2000 - March 2004
Skills
Series 7, Series 66, Certified Financial..., Asset Allocation, Retirement Planning
Education
California State University-Northridge 1995 — 2000
Bachelor of Science (BS), Business
TD Ameritrade March 2004 - Present
Merrill Lynch September 2000 - March 2004
Skills
Series 7, Series 66, Certified Financial..., Asset Allocation, Retirement Planning
Education
California State University-Northridge 1995 — 2000
Bachelor of Science (BS), Business
Paul Tondreault's TD Ameritrade Experience 2007 - 2008
Job Owner, NAA Tondreault
Industry Financial Services
Experience
The Tondreault Group April 2009 - Present
TD Ameritrade 2007 - 2008
Advanced Option Trading 2000 - 2008
1st Investors Corp May 1987 - December 1990
Education
Bryant University 1983 — 1986
BS, Accounting
The Tondreault Group April 2009 - Present
TD Ameritrade 2007 - 2008
Advanced Option Trading 2000 - 2008
1st Investors Corp May 1987 - December 1990
Education
Bryant University 1983 — 1986
BS, Accounting
Jeffrey Wiltse's TD Ameritrade Experience December 2009 - October 2010
Job Senior Registered Client Associate at WELLS FARGO ADVISORS, LLC
Industry Financial Services
Experience
WELLS FARGO ADVISORS, LLC August 2014 - Present
Ameriprise Financial Services, Inc. May 2012 - October 2013
Ignite Funding November 2010 - March 2012
TD Ameritrade December 2009 - October 2010
Charles Schwab Brokerage and Bank December 2005 - October 2008
WestPark Capital June 2005 - November 2005
Safeco Investment Services, Inc April 2002 - May 2003
Skills
Sales Management, Investments, Asset Management, Relationship Development, Direct Sales, Sales Process, Asset Managment, Inter-personal, Series 63, Series 7, Retirement Planning, Insurance, Finance, Mutual Funds, Retirement, Wealth Management, Strategic Financial..., Securities, Mortgage Lending, Financial Advisory, Financial Services, Loans, Financial Planning
Education
University of California, Santa Barbara 2001 — 2004
Bachelor of Arts, Philosophy of the Ethics of Public Policy
Bryant University
Financial Planning Certificate Program, Financial Planning and Services
WELLS FARGO ADVISORS, LLC August 2014 - Present
Ameriprise Financial Services, Inc. May 2012 - October 2013
Ignite Funding November 2010 - March 2012
TD Ameritrade December 2009 - October 2010
Charles Schwab Brokerage and Bank December 2005 - October 2008
WestPark Capital June 2005 - November 2005
Safeco Investment Services, Inc April 2002 - May 2003
Skills
Sales Management, Investments, Asset Management, Relationship Development, Direct Sales, Sales Process, Asset Managment, Inter-personal, Series 63, Series 7, Retirement Planning, Insurance, Finance, Mutual Funds, Retirement, Wealth Management, Strategic Financial..., Securities, Mortgage Lending, Financial Advisory, Financial Services, Loans, Financial Planning
Education
University of California, Santa Barbara 2001 — 2004
Bachelor of Arts, Philosophy of the Ethics of Public Policy
Bryant University
Financial Planning Certificate Program, Financial Planning and Services
Darmanian, John's TD Ameritrade Experience February 1997 - September 2005
Job Financial Consultant at Western International Securities
Industry Financial Services
Experience
Western International Securities September 2009 - Present
Citi September 2005 - September 2009
TD Ameritrade February 1997 - September 2005
Skills
Protect lifestyle, Protect Income, Protect assets, Protect your desired..., Client Centered services, Family financial..., Retirement plan..., 401K Rollovers, 401K Specialist, Women and Investing, Licensed Life & Health..., Business Continuity..., Asset, 401k Rollovers, Financial Education, Strategic Financial..., Income, Investments, Insurance, Series 63, Retirement, Financial Services, Retirement Planning, IRAs, Finance, Fixed Annuities, Financial Planning, Mutual Funds, Portfolio Management, Wealth Management, Series 7, Life Insurance
Education
Cal State L.A.
B.A., Liberal Studies
California State University-Los Angeles
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Western International Securities September 2009 - Present
Citi September 2005 - September 2009
TD Ameritrade February 1997 - September 2005
Skills
Protect lifestyle, Protect Income, Protect assets, Protect your desired..., Client Centered services, Family financial..., Retirement plan..., 401K Rollovers, 401K Specialist, Women and Investing, Licensed Life & Health..., Business Continuity..., Asset, 401k Rollovers, Financial Education, Strategic Financial..., Income, Investments, Insurance, Series 63, Retirement, Financial Services, Retirement Planning, IRAs, Finance, Fixed Annuities, Financial Planning, Mutual Funds, Portfolio Management, Wealth Management, Series 7, Life Insurance
Education
Cal State L.A.
B.A., Liberal Studies
California State University-Los Angeles
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Harout Garabedian, CFP®'s TD Ameritrade Experience May 2007 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2007 - Present
Wells Fargo 2003 - 2007
Skills
Series 7, Series 63, Investments, Uniform Combined State..., Asset Allocation, Wealth Management, Strategic Financial..., Sales, Retirement Planning, Retirement, Portfolio Management, Mutual Funds, Investment Strategies, Investment Management, Investment Advisory, Financial Services, Financial Planners, Financial Advisory, Estate Planning, Equities, Brokerage, Bonds, Bloomberg, Asset Management, Alternative Investments, 401k, Financial Analysis, Securities, Finance, Fixed Income
Education
UCLA 2010 — 2013
Personal Financial Planning Program
California State University-Northridge 2001 — 2003
Bachelor of Arts (B.A.), History
Burlingame High School 1992 — 1996
TD Ameritrade May 2007 - Present
Wells Fargo 2003 - 2007
Skills
Series 7, Series 63, Investments, Uniform Combined State..., Asset Allocation, Wealth Management, Strategic Financial..., Sales, Retirement Planning, Retirement, Portfolio Management, Mutual Funds, Investment Strategies, Investment Management, Investment Advisory, Financial Services, Financial Planners, Financial Advisory, Estate Planning, Equities, Brokerage, Bonds, Bloomberg, Asset Management, Alternative Investments, 401k, Financial Analysis, Securities, Finance, Fixed Income
Education
UCLA 2010 — 2013
Personal Financial Planning Program
California State University-Northridge 2001 — 2003
Bachelor of Arts (B.A.), History
Burlingame High School 1992 — 1996
Aaron Fry's TD Ameritrade Experience July 2011 - January 2013
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2013 - Present
TD Ameritrade July 2011 - January 2013
MSSB Consulting January 2010 - July 2011
Sushi Pier April 2000 - June 2007
Skills
Financial Analysis, Customer Service, Strategic Planning, Risk Management, Investments, Strategic Financial..., Financial Modeling, Series 7, Business Development, Mutual Funds
Education
California State University-Sacramento 2007 — 2009
BS, Finance
Fidelity Investments January 2013 - Present
TD Ameritrade July 2011 - January 2013
MSSB Consulting January 2010 - July 2011
Sushi Pier April 2000 - June 2007
Skills
Financial Analysis, Customer Service, Strategic Planning, Risk Management, Investments, Strategic Financial..., Financial Modeling, Series 7, Business Development, Mutual Funds
Education
California State University-Sacramento 2007 — 2009
BS, Finance
Chris Habig's TD Ameritrade Experience 2008 - 2014
Job Instructor and Evaluator Pilot
Industry Defense & Space
Experience
US Air Force Reserve September 2009 - Present
TD Ameritrade 2008 - 2014
United Airlines January 2001 - February 2010
US Air Force Reserve January 2007 - September 2008
United Airlines September 1998 - December 2000
United Airlines August 1997 - September 1998
United States Air Force September 1995 - August 1997
United States Air Force January 1992 - September 1995
United States Air Force January 1991 - December 1991
United States Air Force January 1988 - December 1990
Skills
Flight Test, Flight Safety, Electronic Warfare, Air Force, Flight Planning, Flights, Aviation, Aircraft, Military, Human Factors, Flight Training, Weapons, Radar, Security Clearance, DoD, Military Operations, Piloting, Defense, Aerospace, National Security, Command, Program Management, Operational Planning, Avionics
Education
Air Command and Staff College 2009 — 2009
California State University-Fresno 1992 — 1994
Master's degree, Electrical Engineering, Honor Graduate
Unites States Air Force Test Pilot School 1991 — 1991
Flight Test, Aeronautics and Flight Test Techniques, Top Graduate
US Air Force Academy 1979 — 1983
Bachelor's degree, Electrical Engineering, Distinguished Graduate
US Air Force Reserve September 2009 - Present
TD Ameritrade 2008 - 2014
United Airlines January 2001 - February 2010
US Air Force Reserve January 2007 - September 2008
United Airlines September 1998 - December 2000
United Airlines August 1997 - September 1998
United States Air Force September 1995 - August 1997
United States Air Force January 1992 - September 1995
United States Air Force January 1991 - December 1991
United States Air Force January 1988 - December 1990
Skills
Flight Test, Flight Safety, Electronic Warfare, Air Force, Flight Planning, Flights, Aviation, Aircraft, Military, Human Factors, Flight Training, Weapons, Radar, Security Clearance, DoD, Military Operations, Piloting, Defense, Aerospace, National Security, Command, Program Management, Operational Planning, Avionics
Education
Air Command and Staff College 2009 — 2009
California State University-Fresno 1992 — 1994
Master's degree, Electrical Engineering, Honor Graduate
Unites States Air Force Test Pilot School 1991 — 1991
Flight Test, Aeronautics and Flight Test Techniques, Top Graduate
US Air Force Academy 1979 — 1983
Bachelor's degree, Electrical Engineering, Distinguished Graduate
Ann Prekker's TD Ameritrade Experience July 1994 - Present
Job Senior Systems Analyst at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 1994 - Present
Manpower August 1991 - July 1994
World Data, Inc. April 1989 - August 1991
Ameritrade, Inc. July 1987 - April 1989
Education
Buena Vista University 1983 — 1987
MIS & Computer Science
TD Ameritrade July 1994 - Present
Manpower August 1991 - July 1994
World Data, Inc. April 1989 - August 1991
Ameritrade, Inc. July 1987 - April 1989
Education
Buena Vista University 1983 — 1987
MIS & Computer Science
Jason Halder's TD Ameritrade Experience December 2007 - Present
Job Retirement Account Analyst at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade December 2007 - Present
Fareway Stores Inc June 2000 - October 2006
Center of Academic Excellence - Buena Vista University August 2004 - September 2006
Education
Buena Vista University 2004 — 2006
Storm Lake High School 2000 — 2004
TD Ameritrade December 2007 - Present
Fareway Stores Inc June 2000 - October 2006
Center of Academic Excellence - Buena Vista University August 2004 - September 2006
Education
Buena Vista University 2004 — 2006
Storm Lake High School 2000 — 2004
Yu Wiberg's TD Ameritrade Experience July 2013 - December 2013
Job Translator at Cigna Medical
Industry Accounting
Experience
Cigna April 2015 - Present
IBM April 2014 - November 2014
Mannatech Incorporated September 2014 - October 2014
TD Ameritrade July 2013 - December 2013
Ariba January 2012 - December 2012
Interbank FX 2011 - 2011
Skills
Chinese, Customer Service, Medical Massage, Microsoft Office, Excel, Sabre, Quickbooks, Outlook, Accounting, Teamwork, Microsoft Excel, QuickBooks, Accounts Payable, Financial Analysis, Finance, Management, Strategic Planning, Microsoft Word, Sales, Leadership, Process Improvement
Education
Point Park University 2014 — 2016
Master's Degree, Accounting and Finance, 3.96
Carnegie Mellon University 2012 — 2013
International Business, 3.96
Salt Lake Community College 2010 — 2012
International Business, 4.0
CangZhou Medical College 2004 — 2008
Bachelor's Degree, Nursing Administration, 4.0
Cigna April 2015 - Present
IBM April 2014 - November 2014
Mannatech Incorporated September 2014 - October 2014
TD Ameritrade July 2013 - December 2013
Ariba January 2012 - December 2012
Interbank FX 2011 - 2011
Skills
Chinese, Customer Service, Medical Massage, Microsoft Office, Excel, Sabre, Quickbooks, Outlook, Accounting, Teamwork, Microsoft Excel, QuickBooks, Accounts Payable, Financial Analysis, Finance, Management, Strategic Planning, Microsoft Word, Sales, Leadership, Process Improvement
Education
Point Park University 2014 — 2016
Master's Degree, Accounting and Finance, 3.96
Carnegie Mellon University 2012 — 2013
International Business, 3.96
Salt Lake Community College 2010 — 2012
International Business, 4.0
CangZhou Medical College 2004 — 2008
Bachelor's Degree, Nursing Administration, 4.0
JUHO KIM's TD Ameritrade Experience October 2004 - March 2007
Job Investment banking
Industry Financial Services
Experience
Merrill Lynch March 2011 - Present
Charles Schwab July 2008 - January 2011
TD Ameritrade October 2004 - March 2007
Skills
Foreign Languages, Securities
Education
California State University-Bakersfield 2010 — 2012
Master's degree, Secondary Education and Teaching
Weber State University 1992 — 1997
Bachelor's degree, Marketing
Merrill Lynch March 2011 - Present
Charles Schwab July 2008 - January 2011
TD Ameritrade October 2004 - March 2007
Skills
Foreign Languages, Securities
Education
California State University-Bakersfield 2010 — 2012
Master's degree, Secondary Education and Teaching
Weber State University 1992 — 1997
Bachelor's degree, Marketing
Albert Woolum's TD Ameritrade Experience December 2008 - Present
Job Registered Representative at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade December 2008 - Present
Chess In Education September 1996 - December 2011
Education
California State University-Bakersfield 1981 — 1983
Bachelor of Science (BS), Accounting
The University of Texas at Arlington
TD Ameritrade December 2008 - Present
Chess In Education September 1996 - December 2011
Education
California State University-Bakersfield 1981 — 1983
Bachelor of Science (BS), Accounting
The University of Texas at Arlington
Craig Harbin's TD Ameritrade Experience March 2000 - June 2004
Job Executive Director at Manor Ridge® Wealth
Industry Financial Services
Experience
Manor Ridge® Wealth September 2014 - Present
StockCross Financial Services July 2005 - Present
Capital Securities of America July 2004 - July 2005
TD Ameritrade March 2000 - June 2004
Paine Webber April 1999 - March 2000
TD Ameritrade November 1997 - April 1999
Kennedy Cabot April 1992 - November 1997
Skills
Retirement Planning, Investment Strategies, Series 7, Wealth, IRAs, Securities, Series 63, Financial Planning, Alternative Investments, Wealth Management, Mutual Funds, Asset Management, Asset Allocation, Equities, Investment Advisory, Investments, Finance
Education
California State University-Northridge 1987 — 1990
Finance, General
Pierce College 1983 — 1986
Finance, General
Manor Ridge® Wealth September 2014 - Present
StockCross Financial Services July 2005 - Present
Capital Securities of America July 2004 - July 2005
TD Ameritrade March 2000 - June 2004
Paine Webber April 1999 - March 2000
TD Ameritrade November 1997 - April 1999
Kennedy Cabot April 1992 - November 1997
Skills
Retirement Planning, Investment Strategies, Series 7, Wealth, IRAs, Securities, Series 63, Financial Planning, Alternative Investments, Wealth Management, Mutual Funds, Asset Management, Asset Allocation, Equities, Investment Advisory, Investments, Finance
Education
California State University-Northridge 1987 — 1990
Finance, General
Pierce College 1983 — 1986
Finance, General
Jason Halder's TD Ameritrade Experience December 2007 - April 2013
Job Works
Industry Investment Management
Experience
Place April 2013 - Present
BlackTopp Studios Inc. June 2010 - Present
TD Ameritrade December 2007 - April 2013
Fareway Stores, Inc. June 2001 - November 2007
Skills
FINRA Series 7, FINRA Series 63, FINRA Series 66, NE Life & Health License, CRPC, Investments
Education
Storm Lake High School 2000 — 2004
Buena Vista University
Place April 2013 - Present
BlackTopp Studios Inc. June 2010 - Present
TD Ameritrade December 2007 - April 2013
Fareway Stores, Inc. June 2001 - November 2007
Skills
FINRA Series 7, FINRA Series 63, FINRA Series 66, NE Life & Health License, CRPC, Investments
Education
Storm Lake High School 2000 — 2004
Buena Vista University
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.