TD Ameritrade
Industry: Financial services company
DescriptionTD Ameritrade is a brokerage firm based in Omaha, Nebraska with major trading centers in Southlake, Texas and St Louis, Missouri. The letters TD are derived from Toronto-Dominion Bank, the largest shareholder. The company provides services for individuals and institutions that are investing online. Headquarters: Omaha, Nebraska, United States CEO: Tim Hockey (Oct 2016–) Owner: Toronto–Dominion Bank (42%) Subsidiaries: Thinkorswim, Scottrade, TD AMERITRADE IP Co Inc,
TD Ameritrade List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at TD Ameritrade. You can filter them based on skills, years of employment, job, education, department, and prior employment.
TD Ameritrade Salaries. You can even request information on how much does TD Ameritrade pay if you want to. Learn about salaries, pros and cons of working for TD Ameritrade directly from the past employees.
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5,092 TD Ameritrade employees in database. Find out everything there's to know about TD Ameritrade employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
TD Ameritrade Employees
Employee
Years
Job
Industry
Amy Huber Amy Huber's TD Ameritrade Experience June 2011 - May 2013
Job Vice President, Business Development Officer at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2013 - Present
TD Ameritrade June 2011 - May 2013
OppenheimerFunds December 2010 - May 2011
OppenheimerFunds January 2006 - December 2010
OppenheimerFunds April 1998 - January 2006
Skills
Retirement, Retirement Planning, Series 63, 401k, Product Marketing, Mutual Funds, Series 7, Relationship Management, ERISA, Series 6, Retirement Plan..., Defined Contribution, Pensions, Investment Advisory, Defined Benefit, FINRA, Asset Allocation, Securities
Education
Colorado State University
BS, Business Administration
Charles Schwab May 2013 - Present
TD Ameritrade June 2011 - May 2013
OppenheimerFunds December 2010 - May 2011
OppenheimerFunds January 2006 - December 2010
OppenheimerFunds April 1998 - January 2006
Skills
Retirement, Retirement Planning, Series 63, 401k, Product Marketing, Mutual Funds, Series 7, Relationship Management, ERISA, Series 6, Retirement Plan..., Defined Contribution, Pensions, Investment Advisory, Defined Benefit, FINRA, Asset Allocation, Securities
Education
Colorado State University
BS, Business Administration
Playthell Marshall II Playthell Marshall II's TD Ameritrade Experience September 2012 - February 2013
Job Audio Visual Technician at PSAV
Industry Media Production
Experience
PSAV March 2015 - Present
IPG June 2013 - May 2014
TD Ameritrade September 2012 - February 2013
United States Army Reserve February 2008 - September 2012
Metro Health Services Federal Credit Union May 2011 - August 2012
Skills
Pro Tools, Studer Vista, Broadcast Audio, Audio Mixing, Audio Editing, Logic Pro, Audio Post Production, Social Media, Human Resources, Data Entry, Banking, Microsoft Office, Customer Service, Accounting, Management, Finance, Financial Services, Microsoft Word, Leadership, Sales, Training, Public Speaking, Time Management, Microsoft Excel
Education
Conservatory of Recording Arts and Sciences 2014 — 2015
Sound Engineering
Wright Career College 2013 — 2015
Associate's degree, Accounting
Dana College 2007 — 2008
N/A, Business Administration and Management, General
Rampart HS 2003 — 2007
High School Diploma
PSAV March 2015 - Present
IPG June 2013 - May 2014
TD Ameritrade September 2012 - February 2013
United States Army Reserve February 2008 - September 2012
Metro Health Services Federal Credit Union May 2011 - August 2012
Skills
Pro Tools, Studer Vista, Broadcast Audio, Audio Mixing, Audio Editing, Logic Pro, Audio Post Production, Social Media, Human Resources, Data Entry, Banking, Microsoft Office, Customer Service, Accounting, Management, Finance, Financial Services, Microsoft Word, Leadership, Sales, Training, Public Speaking, Time Management, Microsoft Excel
Education
Conservatory of Recording Arts and Sciences 2014 — 2015
Sound Engineering
Wright Career College 2013 — 2015
Associate's degree, Accounting
Dana College 2007 — 2008
N/A, Business Administration and Management, General
Rampart HS 2003 — 2007
High School Diploma
Christina Lucier Christina Lucier's TD Ameritrade Experience January 2015 - Present
Job Finance Analyst II at TD Ameritrade; MBA & MSF Candidate at Creighton University
Industry Financial Services
Experience
TD Ameritrade January 2015 - Present
TD Ameritrade June 2013 - December 2014
TD Ameritrade January 2013 - May 2013
Skills
Financial Reporting, Oracle Discoverer, Aprimo, Oracle Financial, Outlook, Microsoft Excel, PowerPoint, Microsoft Office, Time Management, Microsoft Word, Inventory Management, Team Leadership, Written & Verbal..., Prioritize Workload, Customer Service, Highly self-motivated, Organized with Strong..., Creative Problem Solving, Timely Decision Making, Pharmaceutical Industry, Finance, Forecasting, Analysis, Financial Analysis, Accounts Payable, Leadership, Financial Modeling
Education
Creighton University 2014 — 2016
Master of Business Administration, Finance, Economics
University of Nebraska at Omaha 2010 — 2013
Bachelors Degree, Corporate Finance; Investment Science and Portfolio Management
Creighton University 2015 — 2017
Master of Finance, Finance
TD Ameritrade January 2015 - Present
TD Ameritrade June 2013 - December 2014
TD Ameritrade January 2013 - May 2013
Skills
Financial Reporting, Oracle Discoverer, Aprimo, Oracle Financial, Outlook, Microsoft Excel, PowerPoint, Microsoft Office, Time Management, Microsoft Word, Inventory Management, Team Leadership, Written & Verbal..., Prioritize Workload, Customer Service, Highly self-motivated, Organized with Strong..., Creative Problem Solving, Timely Decision Making, Pharmaceutical Industry, Finance, Forecasting, Analysis, Financial Analysis, Accounts Payable, Leadership, Financial Modeling
Education
Creighton University 2014 — 2016
Master of Business Administration, Finance, Economics
University of Nebraska at Omaha 2010 — 2013
Bachelors Degree, Corporate Finance; Investment Science and Portfolio Management
Creighton University 2015 — 2017
Master of Finance, Finance
Gregg Dunavan Gregg Dunavan's TD Ameritrade Experience November 2014 - Present
Job Financial Representative
Industry Financial Services
Experience
TD Ameritrade November 2014 - Present
United States Marine Corps May 2012 - September 2014
United States Marine Corps June 2010 - September 2012
United States Marine Corps August 2009 - June 2010
United States Marine Corps July 2005 - July 2009
United States Marine Corps June 2000 - July 2005
United States Marine Corps September 1992 - June 2000
Skills
Military, Security Clearance, Military Experience, Command, DoD, Operational Planning, Force Protection, National Security, Counterterrorism, Marine Corps, Aviation, Helicopters, Maintenance Management, Aircraft, Quality Assurance
Education
University of Southern California 2013 — 2014
Masters of Business for Veterans, Business
Columbia College 2004 — 2012
Bachelor of Science (BS), Accounting and Business/Management
TD Ameritrade November 2014 - Present
United States Marine Corps May 2012 - September 2014
United States Marine Corps June 2010 - September 2012
United States Marine Corps August 2009 - June 2010
United States Marine Corps July 2005 - July 2009
United States Marine Corps June 2000 - July 2005
United States Marine Corps September 1992 - June 2000
Skills
Military, Security Clearance, Military Experience, Command, DoD, Operational Planning, Force Protection, National Security, Counterterrorism, Marine Corps, Aviation, Helicopters, Maintenance Management, Aircraft, Quality Assurance
Education
University of Southern California 2013 — 2014
Masters of Business for Veterans, Business
Columbia College 2004 — 2012
Bachelor of Science (BS), Accounting and Business/Management
Christina Najarian Christina Najarian's TD Ameritrade Experience May 2014 - August 2014
Job Securities Summer Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2015 - August 2015
TD Ameritrade May 2014 - August 2014
International Monetary Fund June 2013 - August 2013
Education
Cornell University 2013 — 2016
Bachelor of Applied Science (BASc), ILR - Industrial and Labor Relations, Minor in Business, Dean's List all semesters
The Pingry School 2008 — 2012
Goldman Sachs June 2015 - August 2015
TD Ameritrade May 2014 - August 2014
International Monetary Fund June 2013 - August 2013
Education
Cornell University 2013 — 2016
Bachelor of Applied Science (BASc), ILR - Industrial and Labor Relations, Minor in Business, Dean's List all semesters
The Pingry School 2008 — 2012
Justin Pasayan Justin Pasayan's TD Ameritrade Experience July 2013 - July 2014
Job Financial Advisor at USAA
Industry Financial Services
Experience
USAA July 2014 - Present
TD Ameritrade July 2013 - July 2014
Wells Fargo Advisors October 2012 - July 2013
JPMorgan Chase June 2011 - October 2012
Sprint 2007 - 2008
Skills
Retirement Planning, 401k Rollovers, 529 Plans, Asset Allocation, Fixed Income, Stock Trading, Bonds, Stocks, Fixed Annuities, Variable Annuities, Personal Budgeting, Asset Managment, Wealth Management..., Investment Planning, Asset Management, Investments, Mutual Funds, Uniform Combined State..., Investment Advisory, Series 7, Securities, Wealth Management, Portfolio Management, Investment Strategies, IRAs, FINRA, Financial Services
Education
Colorado Technical University
The University of Texas at Arlington
USAA July 2014 - Present
TD Ameritrade July 2013 - July 2014
Wells Fargo Advisors October 2012 - July 2013
JPMorgan Chase June 2011 - October 2012
Sprint 2007 - 2008
Skills
Retirement Planning, 401k Rollovers, 529 Plans, Asset Allocation, Fixed Income, Stock Trading, Bonds, Stocks, Fixed Annuities, Variable Annuities, Personal Budgeting, Asset Managment, Wealth Management..., Investment Planning, Asset Management, Investments, Mutual Funds, Uniform Combined State..., Investment Advisory, Series 7, Securities, Wealth Management, Portfolio Management, Investment Strategies, IRAs, FINRA, Financial Services
Education
Colorado Technical University
The University of Texas at Arlington
Joel Lenzini's TD Ameritrade Experience May 2007 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2007 - Present
Edward Jones July 2004 - May 2007
Skills
Asset Allocation, Investments, Series 7, Wealth Management, Investment Advisory, Retirement Planning, Series 63, Mutual Funds, Securities, Series 24, Investment Strategies, Financial Planning, Portfolio Management, Asset Management
Education
College of the Holy Cross
Bachelor of Arts (B.A.)
University of California, Los Angeles
Personal Financial Planning
TD Ameritrade May 2007 - Present
Edward Jones July 2004 - May 2007
Skills
Asset Allocation, Investments, Series 7, Wealth Management, Investment Advisory, Retirement Planning, Series 63, Mutual Funds, Securities, Series 24, Investment Strategies, Financial Planning, Portfolio Management, Asset Management
Education
College of the Holy Cross
Bachelor of Arts (B.A.)
University of California, Los Angeles
Personal Financial Planning
JoAnna Van Horne's TD Ameritrade Experience April 2014 - Present
Job at TD Ameritrade
Industry Human Resources
Experience
TD Ameritrade April 2014 - Present
ConAgra Foods September 2008 - April 2014
West Corporation September 2007 - September 2008
Skills
Recruiting, PeopleSoft, New Hire Orientations, Human Resources, Payroll, Interviews, Onboarding, Employee Relations, College Recruiting, Labor Relations, Talent Acquisition, Workforce Planning, Training, Applicant Tracking..., HRIS
Education
University of Nebraska-Lincoln 2005 — 2007
BS, Marketing/Business
Concordia University, Nebraska 2003 — 2005
Business Administration
TD Ameritrade April 2014 - Present
ConAgra Foods September 2008 - April 2014
West Corporation September 2007 - September 2008
Skills
Recruiting, PeopleSoft, New Hire Orientations, Human Resources, Payroll, Interviews, Onboarding, Employee Relations, College Recruiting, Labor Relations, Talent Acquisition, Workforce Planning, Training, Applicant Tracking..., HRIS
Education
University of Nebraska-Lincoln 2005 — 2007
BS, Marketing/Business
Concordia University, Nebraska 2003 — 2005
Business Administration
Nathaniel Hatten, MBA, CISA Nathaniel Hatten, MBA, CISA's TD Ameritrade Experience September 2009 - November 2009
Job Senior Associate Data & Analytics Technical Lead / IT Attest
Industry Accounting
Experience
KPMG US October 2013 - Present
BKM Sowan Horan, LLP January 2013 - October 2013
Texas Comptroller of Public Accounts June 2011 - January 2013
AmerisourceBergen September 2010 - June 2011
Main Street Bistro & Bakery February 2010 - October 2010
TD Ameritrade September 2009 - November 2009
- October 2000 - June 2009
Skills
Auditing, Accounting, Financial Accounting, Microsoft Excel, Account Reconciliation, Accounts Receivable, Internal Controls, Access, Financial Analysis, Accounts Payable, Microsoft Office, Finance, General Ledger, Customer Service, Financial Reporting, Management, Internal Audit, US GAAP, Sarbanes-Oxley Act, VBA, QuickBooks, Budgets, Software Documentation, Analysis, GAAP, PeopleSoft, Financial Statements, Excel, Microsoft Word, PowerPoint, Outlook, Spreadsheets, IT Audit, CaseWare IDEA, Sampling, Leadership, Microsoft SQL Server, C#, HTML, IT Hardware Support, Python, SSIS, OLEDB, Business Process..., SAP, External Audit
Education
University of North Texas 2011 — 2013
M.B.A., Audit / IT Audit
University of North Texas 2012 — 2013
Certificate, Internal Audit
University of North Texas 2009 — 2010
B.B.A., Finance
University of North Texas 2006 — 2008
B.S., Accounting Control Systems
Collin County Community College 2004 — 2006
A.A., General Studies
KPMG US October 2013 - Present
BKM Sowan Horan, LLP January 2013 - October 2013
Texas Comptroller of Public Accounts June 2011 - January 2013
AmerisourceBergen September 2010 - June 2011
Main Street Bistro & Bakery February 2010 - October 2010
TD Ameritrade September 2009 - November 2009
- October 2000 - June 2009
Skills
Auditing, Accounting, Financial Accounting, Microsoft Excel, Account Reconciliation, Accounts Receivable, Internal Controls, Access, Financial Analysis, Accounts Payable, Microsoft Office, Finance, General Ledger, Customer Service, Financial Reporting, Management, Internal Audit, US GAAP, Sarbanes-Oxley Act, VBA, QuickBooks, Budgets, Software Documentation, Analysis, GAAP, PeopleSoft, Financial Statements, Excel, Microsoft Word, PowerPoint, Outlook, Spreadsheets, IT Audit, CaseWare IDEA, Sampling, Leadership, Microsoft SQL Server, C#, HTML, IT Hardware Support, Python, SSIS, OLEDB, Business Process..., SAP, External Audit
Education
University of North Texas 2011 — 2013
M.B.A., Audit / IT Audit
University of North Texas 2012 — 2013
Certificate, Internal Audit
University of North Texas 2009 — 2010
B.B.A., Finance
University of North Texas 2006 — 2008
B.S., Accounting Control Systems
Collin County Community College 2004 — 2006
A.A., General Studies
Steve Monfils Steve Monfils's TD Ameritrade Experience July 2014 - Present
Job Graphic Designer at TD Ameritrade
Industry Design
Experience
TD Ameritrade July 2014 - Present
Steve Monfils Creative August 2005 - Present
Infogroup October 2011 - July 2014
Centiv April 2010 - October 2011
Centiv July 2009 - April 2010
Marketing Resources, Inc. June 2004 - July 2005
Skills
Graphic Design, Brand Development, Promotional Design, Layout, Web Design, Email Design, Photoshop, Illustrator, InDesign, Dreamweaver, Flash, Adobe Acrobat, HTML, HTML5, Advanced CSS, jQuery, Logo Design, Print, Print Production, Posters, Packaging, Preflight, Direct Mail, Wordpress, Client Service Oriented, Creative Strategy, Art Direction, Online Advertising, Advertising, Corporate Identity, Brochures, Typography, QuarkXPress, Mac, Vector Illustration, Illustration, Image Manipulation
Education
Columbia College Chicago 2004 — 2008
BFA, Graphic Design
TD Ameritrade July 2014 - Present
Steve Monfils Creative August 2005 - Present
Infogroup October 2011 - July 2014
Centiv April 2010 - October 2011
Centiv July 2009 - April 2010
Marketing Resources, Inc. June 2004 - July 2005
Skills
Graphic Design, Brand Development, Promotional Design, Layout, Web Design, Email Design, Photoshop, Illustrator, InDesign, Dreamweaver, Flash, Adobe Acrobat, HTML, HTML5, Advanced CSS, jQuery, Logo Design, Print, Print Production, Posters, Packaging, Preflight, Direct Mail, Wordpress, Client Service Oriented, Creative Strategy, Art Direction, Online Advertising, Advertising, Corporate Identity, Brochures, Typography, QuarkXPress, Mac, Vector Illustration, Illustration, Image Manipulation
Education
Columbia College Chicago 2004 — 2008
BFA, Graphic Design
Fred Tomczyk Fred Tomczyk's TD Ameritrade Experience October 2008 - Present
Job President & CEO at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2008 - Present
TD Ameritrade June 2007 - October 2008
TD Ameritrade January 2006 - June 2007
TD June 2002 - June 2007
TD April 2001 - June 2002
TD February 2000 - April 2001
Canada Trust January 1999 - February 2000
London Life 1996 - 1998
Education
Cornell University 1973 — 1977
Bachelor of Science (B.S.), Applied Economics and Business Management
TD Ameritrade October 2008 - Present
TD Ameritrade June 2007 - October 2008
TD Ameritrade January 2006 - June 2007
TD June 2002 - June 2007
TD April 2001 - June 2002
TD February 2000 - April 2001
Canada Trust January 1999 - February 2000
London Life 1996 - 1998
Education
Cornell University 1973 — 1977
Bachelor of Science (B.S.), Applied Economics and Business Management
James Wangsness James Wangsness's TD Ameritrade Experience March 2002 - March 2006
Job President at TMC Bonds LLC
Industry Financial Services
Experience
TMC Bonds November 2006 - Present
TD Ameritrade March 2002 - March 2006
PortfolioScope August 2000 - November 2001
Inventure Group July 1997 - May 2000
Zacks Investment Research August 1993 - July 1997
J.P. Morgan 1985 - 1993
Skills
Series 24, Fixed Income Trading, Series 7, Electronic Trading, Fixed Income, Series 53, Series 65, Series 63, Equities & Derivatives..., Market Data, Back Office, Wealth Management..., Trading, Bonds, Proprietary Trading, FX Options, Securities, Trading Strategies, Investor Relations, Private Equity
Education
Columbia University - Columbia Business School 1990 — 1992
Master of Business Administration (MBA), International Business
Columbia University (Columbia College) in the City of New York 1980 — 1984
BA, Economics
TMC Bonds November 2006 - Present
TD Ameritrade March 2002 - March 2006
PortfolioScope August 2000 - November 2001
Inventure Group July 1997 - May 2000
Zacks Investment Research August 1993 - July 1997
J.P. Morgan 1985 - 1993
Skills
Series 24, Fixed Income Trading, Series 7, Electronic Trading, Fixed Income, Series 53, Series 65, Series 63, Equities & Derivatives..., Market Data, Back Office, Wealth Management..., Trading, Bonds, Proprietary Trading, FX Options, Securities, Trading Strategies, Investor Relations, Private Equity
Education
Columbia University - Columbia Business School 1990 — 1992
Master of Business Administration (MBA), International Business
Columbia University (Columbia College) in the City of New York 1980 — 1984
BA, Economics
David Adkison David Adkison's TD Ameritrade Experience December 2003 - May 2005
Job Senior Consultant
Industry Management Consulting
Experience
Booz Allen Hamilton October 2014 - Present
US Air Force Reserve December 2010 - Present
Booz Allen Hamilton December 2009 - November 2010
United States Air Force February 2008 - December 2009
US Air Force Reserve April 2005 - December 2009
TD Ameritrade December 2003 - May 2005
United States Air Force June 1997 - June 2003
Skills
Information Assurance, DoD, Security Clearance, SIGINT, Intelligence, Analysis, Intelligence Analysis, Air Force, Top Secret, Military Operations, National Security, Military Experience, Military, Special Operations, Operational Planning, Force Protection, Command, Electronic Warfare, Government Contracting, Defense, Training, Instructor-led Training, Counterterrorism, Organizational..., Tactics, Intelligence Community, Homeland Security, Government, Program Management, Security+, Weapons, Navy, Aviation, Leadership, Systems Engineering, Reconnaissance, Army, Foreign Policy, C4ISR, Security, Afghanistan, Federal Government, Earned Value Management, Contingency Planning, Signals Intelligence, Management, Military Training, Microsoft Office, Aircraft, Team Leadership
Education
Fresno Pacific University 1996 — 1997
American Military University 2011 — 2015
Master of Business Administration (MBA), Entrepreneurial and Small Business Operations
University of Nebraska at Omaha 2003 — 2009
Bachelor of General Studies, Communication
Community College of the Air Force 1997 — 2006
Associates, Communication Application Technology
Booz Allen Hamilton October 2014 - Present
US Air Force Reserve December 2010 - Present
Booz Allen Hamilton December 2009 - November 2010
United States Air Force February 2008 - December 2009
US Air Force Reserve April 2005 - December 2009
TD Ameritrade December 2003 - May 2005
United States Air Force June 1997 - June 2003
Skills
Information Assurance, DoD, Security Clearance, SIGINT, Intelligence, Analysis, Intelligence Analysis, Air Force, Top Secret, Military Operations, National Security, Military Experience, Military, Special Operations, Operational Planning, Force Protection, Command, Electronic Warfare, Government Contracting, Defense, Training, Instructor-led Training, Counterterrorism, Organizational..., Tactics, Intelligence Community, Homeland Security, Government, Program Management, Security+, Weapons, Navy, Aviation, Leadership, Systems Engineering, Reconnaissance, Army, Foreign Policy, C4ISR, Security, Afghanistan, Federal Government, Earned Value Management, Contingency Planning, Signals Intelligence, Management, Military Training, Microsoft Office, Aircraft, Team Leadership
Education
Fresno Pacific University 1996 — 1997
American Military University 2011 — 2015
Master of Business Administration (MBA), Entrepreneurial and Small Business Operations
University of Nebraska at Omaha 2003 — 2009
Bachelor of General Studies, Communication
Community College of the Air Force 1997 — 2006
Associates, Communication Application Technology
Aser Rodriguez Aser Rodriguez's TD Ameritrade Experience January 2015 - Present
Job Managing Director, Head of Retail Strategy and Analytics at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2015 - Present
McKinsey & Company October 2011 - January 2015
McKinsey & Company December 2008 - October 2011
McKinsey & Company September 2007 - December 2008
Columbia Business School July 2005 - May 2007
McKinsey & Company June 2006 - August 2006
Comunitel January 2004 - June 2005
Comunitel September 1999 - December 2003
Skills
New Business Development, Business Strategy, Management Consulting, Strategic Planning, Strategy Development, Financial Analysis, Competitive Analysis, Marketing Strategy, Mergers & Acquisitions, Strategy, Product Marketing, Sales, Telecommunications, Sales Operations, Leadership, Product Development
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Management and Finance
Instituto de Empresa 2001 — 2002
Master, Operations Management
Escuela Técnica Superior de Ingenieros de Telecomunicación de Vigo 1993 — 1998
Master of Science, Telecommunications
International Wine Center 2006 — 2007
Diploma, Advanced Wine Certificate
TD Ameritrade January 2015 - Present
McKinsey & Company October 2011 - January 2015
McKinsey & Company December 2008 - October 2011
McKinsey & Company September 2007 - December 2008
Columbia Business School July 2005 - May 2007
McKinsey & Company June 2006 - August 2006
Comunitel January 2004 - June 2005
Comunitel September 1999 - December 2003
Skills
New Business Development, Business Strategy, Management Consulting, Strategic Planning, Strategy Development, Financial Analysis, Competitive Analysis, Marketing Strategy, Mergers & Acquisitions, Strategy, Product Marketing, Sales, Telecommunications, Sales Operations, Leadership, Product Development
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Management and Finance
Instituto de Empresa 2001 — 2002
Master, Operations Management
Escuela Técnica Superior de Ingenieros de Telecomunicación de Vigo 1993 — 1998
Master of Science, Telecommunications
International Wine Center 2006 — 2007
Diploma, Advanced Wine Certificate
Aaron Glatt's TD Ameritrade Experience April 2010 - April 2011
Job Strategic Sourcing at The Guardian Life Insurance Company of America
Industry Insurance
Experience
The Guardian Life Insurance Company of America November 2012 - Present
The Guardian Life Insurance Company of America April 2011 - November 2012
TD Ameritrade April 2010 - April 2011
Cadbury plc. July 2008 - March 2010
Glanelm Property Management May 2007 - August 2007
Skills
Strategic Sourcing, Procurement, Supply Chain Management, E-procurement, BPO, Data Analysis, Business Analysis, Excel
Education
New York University, Stern School of Business 2012 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Columbia University - Fu Foundation School of Engineering and Applied Science 2006 — 2008
Bachelor of Science, Industrial Engineering
Yeshiva University 2003 — 2008
Bachelor of Arts, Physics
The Guardian Life Insurance Company of America November 2012 - Present
The Guardian Life Insurance Company of America April 2011 - November 2012
TD Ameritrade April 2010 - April 2011
Cadbury plc. July 2008 - March 2010
Glanelm Property Management May 2007 - August 2007
Skills
Strategic Sourcing, Procurement, Supply Chain Management, E-procurement, BPO, Data Analysis, Business Analysis, Excel
Education
New York University, Stern School of Business 2012 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Columbia University - Fu Foundation School of Engineering and Applied Science 2006 — 2008
Bachelor of Science, Industrial Engineering
Yeshiva University 2003 — 2008
Bachelor of Arts, Physics
Tom Gartner, MSAPM, CFP® Tom Gartner, MSAPM, CFP®'s TD Ameritrade Experience January 2007 - April 2008
Job Independent Fiduciary Advice
Industry Financial Services
Experience
Let's Go Fishing with Seniors January 2015 - Present
ISC Financial Advisors May 2008 - Present
TD Ameritrade January 2007 - April 2008
TD Ameritrade January 2006 - December 2006
TD Waterhouse September 1999 - December 2005
Great Speakers I've heard January 2000 - January 2000
Skills
Asset Allocation, Retirement Planning, Strategic Financial..., Wealth Management, Retirement, Wealth Management..., Financial Advisory, Alternative Investments, Estate Planning, Portfolio Management, Personal Finance, Investments, Investment Management, Wealth, Tax, IRAs, Wealth Preservation..., Financial Planning, 401k Rollovers, Certified Financial..., Social Security..., Tax Reduction Strategies, Investment Selection, CFP, Fiduciary, Retirement Income..., Retirement Plan..., IRA Rollovers, Fund Analysis, Comprehensive Wealth..., Retirement Plans, Tax Free Bonds, Municipal Bonds, Retirement Plan..., Cash Flow Forecasting, Fiduciary Services, Senior Finance, Socially Responsible..., Index Funds
Education
Creighton University 2010 — 2014
Master's in Security Analysis and Portfolio Management
TD Ameritrade Leadership Development Program 2005 — 2008
Graduate, Leadership
Southern Methodist University 2006 — 2007
Certificate Program in Financial Planning
University of San Diego 1996 — 1999
Finance & Minor in Psychology, Bachelor of Business Administration
Edina High School
Let's Go Fishing with Seniors January 2015 - Present
ISC Financial Advisors May 2008 - Present
TD Ameritrade January 2007 - April 2008
TD Ameritrade January 2006 - December 2006
TD Waterhouse September 1999 - December 2005
Great Speakers I've heard January 2000 - January 2000
Skills
Asset Allocation, Retirement Planning, Strategic Financial..., Wealth Management, Retirement, Wealth Management..., Financial Advisory, Alternative Investments, Estate Planning, Portfolio Management, Personal Finance, Investments, Investment Management, Wealth, Tax, IRAs, Wealth Preservation..., Financial Planning, 401k Rollovers, Certified Financial..., Social Security..., Tax Reduction Strategies, Investment Selection, CFP, Fiduciary, Retirement Income..., Retirement Plan..., IRA Rollovers, Fund Analysis, Comprehensive Wealth..., Retirement Plans, Tax Free Bonds, Municipal Bonds, Retirement Plan..., Cash Flow Forecasting, Fiduciary Services, Senior Finance, Socially Responsible..., Index Funds
Education
Creighton University 2010 — 2014
Master's in Security Analysis and Portfolio Management
TD Ameritrade Leadership Development Program 2005 — 2008
Graduate, Leadership
Southern Methodist University 2006 — 2007
Certificate Program in Financial Planning
University of San Diego 1996 — 1999
Finance & Minor in Psychology, Bachelor of Business Administration
Edina High School
Michael Wasserman, CFA Michael Wasserman, CFA's TD Ameritrade Experience 2011 - 2015
Job Business & Technology Strategy | Change Management | Product & Program Management | Data Management & Analytics
Industry Financial Services
Experience
TD Ameritrade 2011 - 2015
Cohen & Steers 2005 - 2011
Skills
Business Strategy, Business Transformation, IT Transformation, Data Management, Financial Services, Capital Markets, Strategic Planning, Product Management, Program Management, Financial Research, Risk Management, Business Analysis, Analytics, Trading, Trading Systems, Portfolio Management, Market Data, Reference Data, Analysis, Derivatives, Macroeconomics
Education
Columbia University in the City of New York
Bachelor of Science (BSc)
The Park School of Baltimore
TD Ameritrade 2011 - 2015
Cohen & Steers 2005 - 2011
Skills
Business Strategy, Business Transformation, IT Transformation, Data Management, Financial Services, Capital Markets, Strategic Planning, Product Management, Program Management, Financial Research, Risk Management, Business Analysis, Analytics, Trading, Trading Systems, Portfolio Management, Market Data, Reference Data, Analysis, Derivatives, Macroeconomics
Education
Columbia University in the City of New York
Bachelor of Science (BSc)
The Park School of Baltimore
Angela Worthington's TD Ameritrade Experience February 2013 - May 2013
Job Recruiter
Industry Staffing and Recruiting
Experience
Express Employment Professionals March 2015 - Present
Omaha Country Club April 2014 - March 2015
A & K Marketing Inc June 2013 - April 2014
Mangia Italiana August 2007 - July 2013
TD Ameritrade February 2013 - May 2013
Creighton College of Business May 2012 - May 2012
Delta Zeta Sorority April 2011 - April 2012
EXPRESS May 2009 - October 2011
Quantum Workplace May 2010 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Prezi, Photoshop, Research, Management, Budgets, Sales, Program Management, Social Media, Teamwork, Event Planning
Education
Creighton University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing, Finance
Creighton University 2009 — 2013
Bachelor of Science, Business Administration; Marketing & Finance
Creighton University 2009 — 2013
Bachelor of Science, Business Administration; Marketing & Finance
Marian High School 2005 — 2009
Express Employment Professionals March 2015 - Present
Omaha Country Club April 2014 - March 2015
A & K Marketing Inc June 2013 - April 2014
Mangia Italiana August 2007 - July 2013
TD Ameritrade February 2013 - May 2013
Creighton College of Business May 2012 - May 2012
Delta Zeta Sorority April 2011 - April 2012
EXPRESS May 2009 - October 2011
Quantum Workplace May 2010 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Prezi, Photoshop, Research, Management, Budgets, Sales, Program Management, Social Media, Teamwork, Event Planning
Education
Creighton University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing, Finance
Creighton University 2009 — 2013
Bachelor of Science, Business Administration; Marketing & Finance
Creighton University 2009 — 2013
Bachelor of Science, Business Administration; Marketing & Finance
Marian High School 2005 — 2009
Nick Rudd Nick Rudd's TD Ameritrade Experience April 2011 - August 2014
Job Entrepreneur & Co Founder of Pace
Industry Financial Services
Experience
Pace Tech June 2015 - Present
Eniac Ventures February 2015 - May 2015
InSITE September 2014 - May 2015
TD Ameritrade April 2011 - August 2014
Omaha Nighthawks April 2011 - April 2012
United Football League 2009 - 2011
Banc of America Securities July 2005 - July 2009
Skills
Alternative Investments, Business Strategy, Contract Negotiation, Due Diligence, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investments, Leadership, Marketing, Marketing Strategy, Social Media, Sponsorship, Sports Marketing, Strategic Partnerships, Strategic Planning, Strategy, Series 7, CRM, Financial Analysis, New Business Development, Valuation
Education
Cornell University - Johnson Graduate School of Management 2014 — 2015
Master of Business Administration (M.B.A.), Digital Economy & Technology
Columbia University in the City of New York 2001 — 2005
BA, History
Pace Tech June 2015 - Present
Eniac Ventures February 2015 - May 2015
InSITE September 2014 - May 2015
TD Ameritrade April 2011 - August 2014
Omaha Nighthawks April 2011 - April 2012
United Football League 2009 - 2011
Banc of America Securities July 2005 - July 2009
Skills
Alternative Investments, Business Strategy, Contract Negotiation, Due Diligence, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investments, Leadership, Marketing, Marketing Strategy, Social Media, Sponsorship, Sports Marketing, Strategic Partnerships, Strategic Planning, Strategy, Series 7, CRM, Financial Analysis, New Business Development, Valuation
Education
Cornell University - Johnson Graduate School of Management 2014 — 2015
Master of Business Administration (M.B.A.), Digital Economy & Technology
Columbia University in the City of New York 2001 — 2005
BA, History
Brandon Teamer Brandon Teamer's TD Ameritrade Experience March 2008 - December 2008
Job Associate Analyst Mutual Fund Research at Edward Jones
Industry Investment Management
Experience
Edward Jones July 2015 - Present
Edward Jones June 2014 - June 2015
Mutual of Omaha Insurance Company April 2012 - May 2013
Omaha Healthy Kids Alliance - AmeriCorps September 2010 - August 2011
New York Life Insurance Company January 2009 - January 2010
TD Ameritrade March 2008 - December 2008
Kiewit Corporation September 2007 - March 2008
Douglas County Treasurer's Office June 2007 - August 2007
Nelnet May 2005 - June 2007
Skills
Accounting, Risk Management, Asset Management, Wealth Management, Investment Strategies, Analysis, Leadership, Financial Reporting, Strategic Planning, Data Analysis, Microsoft Excel, Process Improvement, Customer Service
Education
Creighton University
Master of Business Administration (M.B.A.), MBA Candidate
Creighton University 2011 — 2013
Master of Investment Management and Financial Analysis, Finance
University of Nebraska-Lincoln 2003 — 2008
Bachelor of Science, Finance
Central High School 1999 — 2003
Chartered Financial Analyst (CFA) - Level 2 Candidate - December 2016
Wall Street Prep: Financial and Valuation Modeling Certification Candidate
Edward Jones July 2015 - Present
Edward Jones June 2014 - June 2015
Mutual of Omaha Insurance Company April 2012 - May 2013
Omaha Healthy Kids Alliance - AmeriCorps September 2010 - August 2011
New York Life Insurance Company January 2009 - January 2010
TD Ameritrade March 2008 - December 2008
Kiewit Corporation September 2007 - March 2008
Douglas County Treasurer's Office June 2007 - August 2007
Nelnet May 2005 - June 2007
Skills
Accounting, Risk Management, Asset Management, Wealth Management, Investment Strategies, Analysis, Leadership, Financial Reporting, Strategic Planning, Data Analysis, Microsoft Excel, Process Improvement, Customer Service
Education
Creighton University
Master of Business Administration (M.B.A.), MBA Candidate
Creighton University 2011 — 2013
Master of Investment Management and Financial Analysis, Finance
University of Nebraska-Lincoln 2003 — 2008
Bachelor of Science, Finance
Central High School 1999 — 2003
Chartered Financial Analyst (CFA) - Level 2 Candidate - December 2016
Wall Street Prep: Financial and Valuation Modeling Certification Candidate
Brooke Webb Brooke Webb's TD Ameritrade Experience 2007 - 2009
Job Relationship Manager
Industry Financial Services
Experience
Computershare January 2015 - Present
Mesa Park Vineyards March 2009 - Present
Farmers Insurance Group of Companies July 2013 - December 2014
CAVE January 2012 - December 2014
Farmers Insurance September 2011 - July 2013
TD Ameritrade 2007 - 2009
JPMorgan Chase August 2003 - July 2006
Prudential Financial August 2001 - June 2003
Skills
Insurance, Customer Service, Customer Relations, Marketing Strategy, Winemaking, Social Media, Public Relations, Public Speaking, Wine, Small Business, Viticulture, Marketing, Sales, Sales Management, Wineries, Event Management, Event Planning, Budgets, Strategic Planning, Online Marketing, Social Networking, Social Media Marketing, Leadership, Entrepreneurship, Team Building, New Business Development, Marketing Communications, Advertising, Fundraising, Direct Sales, Business Planning, Account Management, Email Marketing, Management, Start-ups, Retail, Negotiation, Online Advertising, Training, Business Development, Coaching, Strategy, Leadership Development, Lead Generation, Contract Negotiation, Direct Marketing, Investments, Financial Services, Microsoft Office
Education
Colorado State University 1996 — 2000
B.A., Political Science
Douglas County Highschool
Douglas County Highschool
Computershare January 2015 - Present
Mesa Park Vineyards March 2009 - Present
Farmers Insurance Group of Companies July 2013 - December 2014
CAVE January 2012 - December 2014
Farmers Insurance September 2011 - July 2013
TD Ameritrade 2007 - 2009
JPMorgan Chase August 2003 - July 2006
Prudential Financial August 2001 - June 2003
Skills
Insurance, Customer Service, Customer Relations, Marketing Strategy, Winemaking, Social Media, Public Relations, Public Speaking, Wine, Small Business, Viticulture, Marketing, Sales, Sales Management, Wineries, Event Management, Event Planning, Budgets, Strategic Planning, Online Marketing, Social Networking, Social Media Marketing, Leadership, Entrepreneurship, Team Building, New Business Development, Marketing Communications, Advertising, Fundraising, Direct Sales, Business Planning, Account Management, Email Marketing, Management, Start-ups, Retail, Negotiation, Online Advertising, Training, Business Development, Coaching, Strategy, Leadership Development, Lead Generation, Contract Negotiation, Direct Marketing, Investments, Financial Services, Microsoft Office
Education
Colorado State University 1996 — 2000
B.A., Political Science
Douglas County Highschool
Douglas County Highschool
Joseph Garnett's TD Ameritrade Experience January 2015 - August 2015
Job Financial Representative, Independent Travel Consultant
Industry International Trade and Development
Experience
TD Ameritrade January 2015 - August 2015
Sojern December 2013 - May 2014
Lutz & Company January 2013 - April 2013
Skills
Leadership, Accounting, International Business, Travel, Microsoft Office, Team Building, Time Management, Access, Microsoft Excel, Outlook, PowerPoint, Marketing, Project Management, Customer Service, intern, International Relations, Marketing Strategy, Marketing Communications, Microsoft Word, Event Planning, Financial Analysis, Data Analysis, Analysis, QuickBooks, Teamwork, Public Speaking, Management
Education
Creighton University 2010 — 2014
Bachelor of Science in Business Administration (BSBA), Accounting and International Business
Creighton Prep 2006 — 2010
TD Ameritrade January 2015 - August 2015
Sojern December 2013 - May 2014
Lutz & Company January 2013 - April 2013
Skills
Leadership, Accounting, International Business, Travel, Microsoft Office, Team Building, Time Management, Access, Microsoft Excel, Outlook, PowerPoint, Marketing, Project Management, Customer Service, intern, International Relations, Marketing Strategy, Marketing Communications, Microsoft Word, Event Planning, Financial Analysis, Data Analysis, Analysis, QuickBooks, Teamwork, Public Speaking, Management
Education
Creighton University 2010 — 2014
Bachelor of Science in Business Administration (BSBA), Accounting and International Business
Creighton Prep 2006 — 2010
James Tsai James Tsai's TD Ameritrade Experience June 2009 - June 2010
Job Associate at Goldman Sachs
Industry Investment Management
Experience
Goldman, Sachs & Co. January 2013 - Present
Goldman, Sachs & Co. July 2010 - December 2012
TD Ameritrade June 2009 - June 2010
DessertTruck June 2008 - December 2008
Zurich Financial Services June 2008 - August 2008
Skills
Strategy, Finance, Analytics, Business Development, Data Analysis, Financial Modeling, Corporate FP&A
Education
Columbia University in the City of New York 2005 — 2009
B.S.
Watchung Hills Regional High School 2001 — 2005
Goldman, Sachs & Co. January 2013 - Present
Goldman, Sachs & Co. July 2010 - December 2012
TD Ameritrade June 2009 - June 2010
DessertTruck June 2008 - December 2008
Zurich Financial Services June 2008 - August 2008
Skills
Strategy, Finance, Analytics, Business Development, Data Analysis, Financial Modeling, Corporate FP&A
Education
Columbia University in the City of New York 2005 — 2009
B.S.
Watchung Hills Regional High School 2001 — 2005
Maija Nelson Maija Nelson's TD Ameritrade Experience October 2012 - Present
Job Financial Representative at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2012 - Present
Heartland Payment Systems February 2012 - September 2012
WOWT February 2010 - February 2012
WOWT February 2009 - February 2012
Skills
Digital Media, Public Relations, Marketing, Social Media, Television, Advertising, Event Planning, Facebook, Social Networking, Social Media Marketing, Blogging, Online Advertising, Event Management, Sales, Marketing Strategy, Public Speaking, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word
Education
Creighton University
TD Ameritrade October 2012 - Present
Heartland Payment Systems February 2012 - September 2012
WOWT February 2010 - February 2012
WOWT February 2009 - February 2012
Skills
Digital Media, Public Relations, Marketing, Social Media, Television, Advertising, Event Planning, Facebook, Social Networking, Social Media Marketing, Blogging, Online Advertising, Event Management, Sales, Marketing Strategy, Public Speaking, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word
Education
Creighton University
Anna Farley Anna Farley's TD Ameritrade Experience March 2008 - June 2010
Job Software Developer
Industry Computer Software
Experience
IBM June 2013 - Present
Morgan Stanley May 2012 - April 2013
BMO Harris Bank May 2011 - April 2012
Scotiabank June 2010 - April 2011
TD Ameritrade March 2008 - June 2010
Lehman Brothers August 2006 - February 2008
Charles Schwab January 2006 - June 2006
NYSE January 2005 - December 2005
CBOE April 2003 - December 2004
TD Ameritrade January 2002 - February 2003
Skills
Java, Perl, Python, C++, SQL, XML
Education
Concordia University 1992 — 1994
MBA, Risk Managment
Université de Montréal - Ecole polytechnique de Montréal 1988 — 1992
Bachelor of Engineering (B.Eng.), Electrical Engineering
IBM June 2013 - Present
Morgan Stanley May 2012 - April 2013
BMO Harris Bank May 2011 - April 2012
Scotiabank June 2010 - April 2011
TD Ameritrade March 2008 - June 2010
Lehman Brothers August 2006 - February 2008
Charles Schwab January 2006 - June 2006
NYSE January 2005 - December 2005
CBOE April 2003 - December 2004
TD Ameritrade January 2002 - February 2003
Skills
Java, Perl, Python, C++, SQL, XML
Education
Concordia University 1992 — 1994
MBA, Risk Managment
Université de Montréal - Ecole polytechnique de Montréal 1988 — 1992
Bachelor of Engineering (B.Eng.), Electrical Engineering
Nikhil Jhawar Nikhil Jhawar's TD Ameritrade Experience December 2010 - February 2012
Job Associate Director
Industry Computer & Network Security
Experience
UBS February 2012 - Present
TD Ameritrade December 2010 - February 2012
Vigilant, LLC April 2008 - December 2010
Skills
Security Architecture..., Information Security, Penetration Testing, SIEM, ArcSight, CISSP, Information Security..., Fraud Detection, PCI DSS, Application Security, Security, Vulnerability Management, Identity Management
Education
Columbia Engineering 2006 — 2007
Masters, Computer Science
UBS February 2012 - Present
TD Ameritrade December 2010 - February 2012
Vigilant, LLC April 2008 - December 2010
Skills
Security Architecture..., Information Security, Penetration Testing, SIEM, ArcSight, CISSP, Information Security..., Fraud Detection, PCI DSS, Application Security, Security, Vulnerability Management, Identity Management
Education
Columbia Engineering 2006 — 2007
Masters, Computer Science
Vanessa Lo, CEP, CCP Vanessa Lo, CEP, CCP's TD Ameritrade Experience April 2012 - Present
Job Sr Analyst, Total Rewards at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2012 - Present
Pearl Meyer & Partners August 2010 - April 2012
Skills
Deferred Compensation, Executive Pay, Analysis, Strategic Planning, Recruiting, Event Planning, Management Consulting, Business Strategy, Consulting, Management, HR Consulting, Auditing, Data Processing, Equity Valuation, Market Pricing, Data Analysis, PowerPoint, Microsoft Excel, Microsoft Office, Research, Human Resources, Compensation Structures, Benchmarking, Incentive Programs, Performance Management, Analytics, PeopleSoft, Bloomberg, Competitive Analysis, Financial Analysis, Bloomberg Terminal
Education
Cornell University 2007 — 2010
Bachelor's degree, Labor and Industrial Relations
TD Ameritrade April 2012 - Present
Pearl Meyer & Partners August 2010 - April 2012
Skills
Deferred Compensation, Executive Pay, Analysis, Strategic Planning, Recruiting, Event Planning, Management Consulting, Business Strategy, Consulting, Management, HR Consulting, Auditing, Data Processing, Equity Valuation, Market Pricing, Data Analysis, PowerPoint, Microsoft Excel, Microsoft Office, Research, Human Resources, Compensation Structures, Benchmarking, Incentive Programs, Performance Management, Analytics, PeopleSoft, Bloomberg, Competitive Analysis, Financial Analysis, Bloomberg Terminal
Education
Cornell University 2007 — 2010
Bachelor's degree, Labor and Industrial Relations
Edgar Lopez Ramirez Edgar Lopez Ramirez's TD Ameritrade Experience July 2007 - August 2008
Job Enterprise Optimization Consultant at Blue Cross and Blue Shield of Nebraska
Industry Management Consulting
Experience
Blue Cross and Blue Shield of Nebraska September 2014 - Present
Bridgepoint Merchant Banking September 2013 - August 2014
Strategic Growth Bank May 2011 - September 2013
Sallie Mae December 2010 - May 2011
Sallie Mae June 2010 - December 2010
Sallie Mae July 2009 - June 2010
Fidelity Financial Corporation May 2008 - 2010
University of Pennsylvania September 2006 - May 2009
TD Ameritrade July 2007 - August 2008
Skills
Strategy, Analysis, Project Management, Business Analysis, Financial Modeling, Business Strategy, Financial Analysis, Strategic Planning, Process Improvement, Training, Business Development, Risk Management, Financial Services, Budgeting, Administration, Credit, M&A due diligence, Data Analysis, Valuation, Banking, Mergers, Microsoft Excel, PowerPoint, Capital Raising, M&A analysis, Private Equity, Buy-side, DCF, Series 63, Kaizen, Investment Valuation, Agile Methodologies, BPMN, Change Management, Process Optimization, Management Consulting, Healthcare, Analytics, Predictive Analytics, Business Intelligence
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Bachelor of Science, Economics: Strategic and Operational Management
Creighton University 2014 — 2017
Master's Degree, Business Intelligence and Analytics
University of Pennsylvania - The Wharton School 2005 — 2009
BS, Strategic and Operational Management
Blue Cross and Blue Shield of Nebraska September 2014 - Present
Bridgepoint Merchant Banking September 2013 - August 2014
Strategic Growth Bank May 2011 - September 2013
Sallie Mae December 2010 - May 2011
Sallie Mae June 2010 - December 2010
Sallie Mae July 2009 - June 2010
Fidelity Financial Corporation May 2008 - 2010
University of Pennsylvania September 2006 - May 2009
TD Ameritrade July 2007 - August 2008
Skills
Strategy, Analysis, Project Management, Business Analysis, Financial Modeling, Business Strategy, Financial Analysis, Strategic Planning, Process Improvement, Training, Business Development, Risk Management, Financial Services, Budgeting, Administration, Credit, M&A due diligence, Data Analysis, Valuation, Banking, Mergers, Microsoft Excel, PowerPoint, Capital Raising, M&A analysis, Private Equity, Buy-side, DCF, Series 63, Kaizen, Investment Valuation, Agile Methodologies, BPMN, Change Management, Process Optimization, Management Consulting, Healthcare, Analytics, Predictive Analytics, Business Intelligence
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Bachelor of Science, Economics: Strategic and Operational Management
Creighton University 2014 — 2017
Master's Degree, Business Intelligence and Analytics
University of Pennsylvania - The Wharton School 2005 — 2009
BS, Strategic and Operational Management
Eric Renshaw's TD Ameritrade Experience 2005 - 2006
Job Registered Representative 7 63 65
Industry Financial Services
Experience
Fidelity Investments September 2014 - November 2014
Fidelity Investments September 2013 - September 2014
Fidelity Investments September 2012 - September 2013
Capital One Auto Finance 2012 - 2012
1st Global 2010 - 2011
Scottrade 2006 - 2010
TD Ameritrade 2005 - 2006
Fidelity Investments 2004 - 2005
JPMorgan Chase 2001 - 2004
Skills
Trader, Stockbroker, Financial Markets, Financial Advisory, Series 7, Series 63, Series 65, Retirement, Microsoft Excel, Wealth Management, Securities, Capital Markets, Options, Financial Services, Equities, Investments, Mutual Funds
Education
University of North Texas
Business
Collin County Community College
Fidelity Investments September 2014 - November 2014
Fidelity Investments September 2013 - September 2014
Fidelity Investments September 2012 - September 2013
Capital One Auto Finance 2012 - 2012
1st Global 2010 - 2011
Scottrade 2006 - 2010
TD Ameritrade 2005 - 2006
Fidelity Investments 2004 - 2005
JPMorgan Chase 2001 - 2004
Skills
Trader, Stockbroker, Financial Markets, Financial Advisory, Series 7, Series 63, Series 65, Retirement, Microsoft Excel, Wealth Management, Securities, Capital Markets, Options, Financial Services, Equities, Investments, Mutual Funds
Education
University of North Texas
Business
Collin County Community College
Brandon Bower's TD Ameritrade Experience November 2011 - March 2013
Job Manager, Tax Reporting & Cost Basis
Industry Financial Services
Experience
Scottrade March 2015 - Present
First Command Financial Services March 2013 - Present
TD Ameritrade November 2011 - March 2013
TD Ameritrade Clearing October 2009 - November 2011
TD Ameritrade Clearing October 2007 - October 2009
TD Ameritrade Clearing May 2007 - October 2007
TD Ameritrade Clearing January 2006 - May 2007
TD Ameritrade January 2005 - January 2006
United States Air Force December 1996 - December 2004
Skills
Series 7, Series 63, Financial Services, Finance, Options, Investment Strategies, Derivatives, Bloomberg, Process Improvement, Financial Reporting, 401k, FINRA, Bonds, Accounting, Asset Managment, Financial Analysis, Securities, Equities, Portfolio Management, Wealth Management, Investments, Mutual Funds, Investment Advisory, Financial Risk, Back Office, Settlement, Prime Brokerage, ETFs, Electronic Trading, Management, Asset Management, Corporate Actions
Education
Tarleton State University 2006 — 2008
Business/Commerce, General
Tarrant County College 2000 — 2004
Associate of Arts (A.A.)
Community College of the Air Force 1996 — 2000
Burleson High School 1992 — 1995
Scottrade March 2015 - Present
First Command Financial Services March 2013 - Present
TD Ameritrade November 2011 - March 2013
TD Ameritrade Clearing October 2009 - November 2011
TD Ameritrade Clearing October 2007 - October 2009
TD Ameritrade Clearing May 2007 - October 2007
TD Ameritrade Clearing January 2006 - May 2007
TD Ameritrade January 2005 - January 2006
United States Air Force December 1996 - December 2004
Skills
Series 7, Series 63, Financial Services, Finance, Options, Investment Strategies, Derivatives, Bloomberg, Process Improvement, Financial Reporting, 401k, FINRA, Bonds, Accounting, Asset Managment, Financial Analysis, Securities, Equities, Portfolio Management, Wealth Management, Investments, Mutual Funds, Investment Advisory, Financial Risk, Back Office, Settlement, Prime Brokerage, ETFs, Electronic Trading, Management, Asset Management, Corporate Actions
Education
Tarleton State University 2006 — 2008
Business/Commerce, General
Tarrant County College 2000 — 2004
Associate of Arts (A.A.)
Community College of the Air Force 1996 — 2000
Burleson High School 1992 — 1995
Elkin Tomas Elkin Tomas's TD Ameritrade Experience January 1998 - January 2004
Job AVP Account Manager, Global Client RelationshipsPershing LLC, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company July 2014 - Present
BNY Mellon October 2008 - July 2014
Intuit January 2006 - January 2008
Flex Hose January 2004 - January 2006
TD Ameritrade January 1998 - January 2004
Skills
Relationship Management, Sales, Banking, New Business Development, CRM, Series 7, Fixed Income, Mutual Funds, Client Development, Global Custody, Cross Selling, Manage Client..., Investment Advisory, FX trading, Cash Management, Derivatives, Salesforce.com, Series 66, Licensed Life & Health..., Business Process..., Global Business..., International Relations, Client Service Oriented, Prime Brokerage, Global Client Management, International Business, repos, Liquidity Solutions, Treasury Services, Client Presentation, Margin, Global Delivery, Lean Six Sigma, Asset Management, Client Services, Financial Analysis, Strategy, Investment Properties, Management, Equities
Education
Columbia College
B.A, Business Administration
Pershing, a BNY Mellon company July 2014 - Present
BNY Mellon October 2008 - July 2014
Intuit January 2006 - January 2008
Flex Hose January 2004 - January 2006
TD Ameritrade January 1998 - January 2004
Skills
Relationship Management, Sales, Banking, New Business Development, CRM, Series 7, Fixed Income, Mutual Funds, Client Development, Global Custody, Cross Selling, Manage Client..., Investment Advisory, FX trading, Cash Management, Derivatives, Salesforce.com, Series 66, Licensed Life & Health..., Business Process..., Global Business..., International Relations, Client Service Oriented, Prime Brokerage, Global Client Management, International Business, repos, Liquidity Solutions, Treasury Services, Client Presentation, Margin, Global Delivery, Lean Six Sigma, Asset Management, Client Services, Financial Analysis, Strategy, Investment Properties, Management, Equities
Education
Columbia College
B.A, Business Administration
S Aberle S Aberle's TD Ameritrade Experience July 2012 - Present
Job Skip Trace Rep at TD Ameritrade
Industry Health, Wellness and Fitness
Experience
TD Ameritrade July 2012 - Present
Recovery Healthcare July 2011 - July 2012
Capital One June 2009 - June 2011
Skills
Case Managment, Healthcare, Treatment, Public Speaking, Community Outreach, Social Services, Non-profits, Customer Service, Wellness, Coaching, Nonprofits, Fundraising
Education
Colorado State University 2013 — 2015
Bachelor of Applied Science (BASc), Business, Management, Marketing, and Related Support Services
TD Ameritrade July 2012 - Present
Recovery Healthcare July 2011 - July 2012
Capital One June 2009 - June 2011
Skills
Case Managment, Healthcare, Treatment, Public Speaking, Community Outreach, Social Services, Non-profits, Customer Service, Wellness, Coaching, Nonprofits, Fundraising
Education
Colorado State University 2013 — 2015
Bachelor of Applied Science (BASc), Business, Management, Marketing, and Related Support Services
Sacha Einhorn Sacha Einhorn's TD Ameritrade Experience February 2001 - May 2006
Job Human Resources Business Partner at BlackRock
Industry Financial Services
Experience
BlackRock April 2015 - Present
Thomson Reuters June 2006 - April 2015
TD Ameritrade February 2001 - May 2006
Skills
Talent Management, Performance Management, Business Process..., Employee Engagement, Onboarding, Talent Acquisition, Employee Relations, Change Management, Succession Planning, Organizational..., Organizational..., Leadership Development, Organizational Design, Executive Coaching, Applicant Tracking..., Personnel Management, Interviews, Executive Search, Human Resources, Technical Recruiting, Workforce Planning, Recruiting, HR Consulting, Career Development, HR Policies, Employee Training, Culture Change, HR Transformation
Education
Columbia University 2000 — 2001
Masters, Organizational Psychology
University at Albany, SUNY 1996 — 2000
BA, Psychology
BlackRock April 2015 - Present
Thomson Reuters June 2006 - April 2015
TD Ameritrade February 2001 - May 2006
Skills
Talent Management, Performance Management, Business Process..., Employee Engagement, Onboarding, Talent Acquisition, Employee Relations, Change Management, Succession Planning, Organizational..., Organizational..., Leadership Development, Organizational Design, Executive Coaching, Applicant Tracking..., Personnel Management, Interviews, Executive Search, Human Resources, Technical Recruiting, Workforce Planning, Recruiting, HR Consulting, Career Development, HR Policies, Employee Training, Culture Change, HR Transformation
Education
Columbia University 2000 — 2001
Masters, Organizational Psychology
University at Albany, SUNY 1996 — 2000
BA, Psychology
Fernando Ferreras Fernando Ferreras's TD Ameritrade Experience October 1998 - April 1999
Job Investment Specialist at Hub Capital Inc.
Industry Investment Management
Experience
HUB Capital Inc. November 2013 - Present
Scotiabank March 2012 - November 2013
RBC Dominion Securities July 2009 - November 2011
IA Clarington Investments March 2006 - December 2008
CIBC April 1999 - March 2006
TD Ameritrade October 1998 - April 1999
Montreal Exchange January 1997 - January 1998
Skills
Wealth Management, Wealth Management..., Investment Advisory, Investment Strategies, ETFs, Mutual Funds, Securities Market, Asset Allocation, Investments, Finance, Trading, Portfolio Management, Strategic Financial..., Investment Management, Securities, Asset Management, Alternative Investments, Equities, Financial Advisory, Relationship Management, Retirement Planning, Financial Services, Retirement, Risk Management, Fixed Income, Insurance, Financial Analysis
Education
Concordia University 1995 — 1998
Bachelor of Commerce, Major in Finance
Dawson College 1986 — 1987
Social Sciences
HUB Capital Inc. November 2013 - Present
Scotiabank March 2012 - November 2013
RBC Dominion Securities July 2009 - November 2011
IA Clarington Investments March 2006 - December 2008
CIBC April 1999 - March 2006
TD Ameritrade October 1998 - April 1999
Montreal Exchange January 1997 - January 1998
Skills
Wealth Management, Wealth Management..., Investment Advisory, Investment Strategies, ETFs, Mutual Funds, Securities Market, Asset Allocation, Investments, Finance, Trading, Portfolio Management, Strategic Financial..., Investment Management, Securities, Asset Management, Alternative Investments, Equities, Financial Advisory, Relationship Management, Retirement Planning, Financial Services, Retirement, Risk Management, Fixed Income, Insurance, Financial Analysis
Education
Concordia University 1995 — 1998
Bachelor of Commerce, Major in Finance
Dawson College 1986 — 1987
Social Sciences
Katherine Cole Katherine Cole's TD Ameritrade Experience September 2014 - May 2015
Job Graduate Assistant Director of the Cortina Community at Creighton University
Industry Nonprofit Organization Management
Experience
Creighton University July 2015 - Present
Midtown Crossing March 2015 - Present
HOBY Nebraska June 2009 - Present
Mercy Meals of Nebraska August 2009 - Present
Greater Omaha Chamber June 2014 - June 2015
TD Ameritrade September 2014 - May 2015
TD Ameritrade April 2014 - August 2014
Hugh O'Brian Youth Leadership January 2013 - July 2014
Inter Residence Hall Government - Creighton University August 2013 - May 2014
TD Ameritrade February 2014 - April 2014
Skills
Leadership, Social Media, Fundraising, Customer Service, Public Speaking, Trading, Event Planning, Microsoft Office, Social Media Marketing, Entrepreneurship, Research, Teaching, Stata, Brand Management, Campaigns, iMovie, Lean Operations, Nonprofits, Office Management, Organization, Salesforce.com, Start-ups, Strategic Planning, User Acceptance Testing, Web Development, Youth Development
Education
Creighton University 2015 — 2017
Master of Science (M.S.), Negotiation and Conflict Resolution
Creighton University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Lutheran High Northeast 2007 — 2011
High School Diploma (with Honors)
Creighton University July 2015 - Present
Midtown Crossing March 2015 - Present
HOBY Nebraska June 2009 - Present
Mercy Meals of Nebraska August 2009 - Present
Greater Omaha Chamber June 2014 - June 2015
TD Ameritrade September 2014 - May 2015
TD Ameritrade April 2014 - August 2014
Hugh O'Brian Youth Leadership January 2013 - July 2014
Inter Residence Hall Government - Creighton University August 2013 - May 2014
TD Ameritrade February 2014 - April 2014
Skills
Leadership, Social Media, Fundraising, Customer Service, Public Speaking, Trading, Event Planning, Microsoft Office, Social Media Marketing, Entrepreneurship, Research, Teaching, Stata, Brand Management, Campaigns, iMovie, Lean Operations, Nonprofits, Office Management, Organization, Salesforce.com, Start-ups, Strategic Planning, User Acceptance Testing, Web Development, Youth Development
Education
Creighton University 2015 — 2017
Master of Science (M.S.), Negotiation and Conflict Resolution
Creighton University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Lutheran High Northeast 2007 — 2011
High School Diploma (with Honors)
Mark Coury Mark Coury's TD Ameritrade Experience June 2011 - August 2012
Job Sr Analyst, Institutional Client Analytics at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional August 2014 - Present
TD Ameritrade Institutional September 2012 - July 2014
TD Ameritrade June 2011 - August 2012
Goldman Sachs June 2010 - August 2010
Cornell University, Dean's Office August 2009 - December 2009
West Bloomfield Township November 2008 - November 2008
Skills
Strategy, Trading, Analytics, Marketing, Fixed Income, Finance, Financial Services
Education
Cornell University
Bachelor of Science, Finance
University of Kentucky
TD Ameritrade Institutional August 2014 - Present
TD Ameritrade Institutional September 2012 - July 2014
TD Ameritrade June 2011 - August 2012
Goldman Sachs June 2010 - August 2010
Cornell University, Dean's Office August 2009 - December 2009
West Bloomfield Township November 2008 - November 2008
Skills
Strategy, Trading, Analytics, Marketing, Fixed Income, Finance, Financial Services
Education
Cornell University
Bachelor of Science, Finance
University of Kentucky
Kaleb Cowden Kaleb Cowden's TD Ameritrade Experience March 2014 - Present
Job Enterprise Business Analysis Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade March 2014 - Present
Education
Creighton University 1999 — 2006
BSBA
TD Ameritrade March 2014 - Present
Education
Creighton University 1999 — 2006
BSBA
Marjorie Orrante Marjorie Orrante's TD Ameritrade Experience April 2013 - June 2014
Job Seasoned Financial Professional
Industry Financial Services
Experience
TD Ameritrade April 2013 - June 2014
TD Ameritrade-Investools Education February 2005 - December 2012
Premier Properties January 2003 - January 2005
Skills
Options, Trading, Technical Analysis, Investments, Options Strategies, Equities, Public Speaking, Team Building, Financial Markets, Coaching, Customer Service, Marketing, Time Management, Team Leadership, Sales, Microsoft Word, Fundamental Analysis, Stock Trading, ETFs, Series 7, Sales Management, Series 63, Risk Management, Leadership Development, Business Strategy, Portfolio Management, Management, Securities, Financial Services, Leadership, Financial Planning, Strategic Planning, Mutual Funds, Finance, Entrepreneurship, Business Development
Education
College of San Mateo
Web/Multimedia Management and Webmaster
TD Ameritrade April 2013 - June 2014
TD Ameritrade-Investools Education February 2005 - December 2012
Premier Properties January 2003 - January 2005
Skills
Options, Trading, Technical Analysis, Investments, Options Strategies, Equities, Public Speaking, Team Building, Financial Markets, Coaching, Customer Service, Marketing, Time Management, Team Leadership, Sales, Microsoft Word, Fundamental Analysis, Stock Trading, ETFs, Series 7, Sales Management, Series 63, Risk Management, Leadership Development, Business Strategy, Portfolio Management, Management, Securities, Financial Services, Leadership, Financial Planning, Strategic Planning, Mutual Funds, Finance, Entrepreneurship, Business Development
Education
College of San Mateo
Web/Multimedia Management and Webmaster
Jay Pestrichelli Jay Pestrichelli's TD Ameritrade Experience 1999 - 2010
Job Delivering Growth Through Alternative Investment Strategies
Industry Financial Services
Experience
ZEGA Financial, LLC March 2011 - Present
Buy and Hedge LLC January 2011 - Present
TD Ameritrade 1999 - 2010
Datek May 1999 - September 2002
Skills
Investments, Series 7, Portfolio Management, Options, Equities, Securities, Finance, Financial Services, Executive Management, Business Strategy, Wealth Management, Mergers & Acquisitions, Risk Management, Product Management, Financial Risk, Strategic Financial..., Strategic Planning, Series 63, Management, Mutual Funds, Bonds, Product Development, Fixed Income, Retirement, Derivatives, Start-ups, Investment Advisory, Hedging, Capital Markets, Management Consulting, Asset Management, FINRA, Financial Markets, Retirement Planning, Hedge Funds, Investment Strategies, Financial Advisory, Series 24, Team Management, Relationship Management, Alternative Investments, Asset Allocation, 401k, Bloomberg, Mergers, Absolute Return, Customer Service, Back Office, Customer Relations, Financial Planning
Education
Concordia College-New York 1998 — 1999
Bachelor of Arts (B.A.), Behavioral Science
Rensselaer Polytechnic Institute 1988 — 1992
Electric Power Engineering
ZEGA Financial, LLC March 2011 - Present
Buy and Hedge LLC January 2011 - Present
TD Ameritrade 1999 - 2010
Datek May 1999 - September 2002
Skills
Investments, Series 7, Portfolio Management, Options, Equities, Securities, Finance, Financial Services, Executive Management, Business Strategy, Wealth Management, Mergers & Acquisitions, Risk Management, Product Management, Financial Risk, Strategic Financial..., Strategic Planning, Series 63, Management, Mutual Funds, Bonds, Product Development, Fixed Income, Retirement, Derivatives, Start-ups, Investment Advisory, Hedging, Capital Markets, Management Consulting, Asset Management, FINRA, Financial Markets, Retirement Planning, Hedge Funds, Investment Strategies, Financial Advisory, Series 24, Team Management, Relationship Management, Alternative Investments, Asset Allocation, 401k, Bloomberg, Mergers, Absolute Return, Customer Service, Back Office, Customer Relations, Financial Planning
Education
Concordia College-New York 1998 — 1999
Bachelor of Arts (B.A.), Behavioral Science
Rensselaer Polytechnic Institute 1988 — 1992
Electric Power Engineering
Jack Caranci Jack Caranci's TD Ameritrade Experience June 2006 - June 2007
Job Vice President, Technology Risk Management at M&T Bank
Industry Banking
Experience
M&T Bank December 2014 - Present
First Data Corporation June 2012 - Present
First Data Corporation April 2008 - March 2010
First Data July 2007 - March 2008
Bellevue University 1996 - 2008
TD Ameritrade June 2006 - June 2007
ACI Worldwide, Inc. 2004 - 2006
Skills
Security, Information Security, Risk Management, IT Audit, Security Audits, Project Management, Disaster Recovery, Computer Security, Software Documentation, Training, Management, SDLC, CISSP, Quality Assurance, Auditing, Lotus Notes, Physical Security, Quality Management, ISO 27001 Lead..., Knights Templar, IT Risk Management, Enterprise Risk..., Information Technology, PCI DSS, Penetration Testing, Leadership, Security Policy, Incident Management, ISO 27001, Vendor Management
Education
Northcentral University 2005 — 2008
PhD. ABD, International Business
Creighton University 1991 — 1994
MBA, Business/MIS
Housatonic Valley Regional High School 1961 — 1962
High School, College Prep
Yokohama High School 1958 — 1961
High School, College Prep
M&T Bank December 2014 - Present
First Data Corporation June 2012 - Present
First Data Corporation April 2008 - March 2010
First Data July 2007 - March 2008
Bellevue University 1996 - 2008
TD Ameritrade June 2006 - June 2007
ACI Worldwide, Inc. 2004 - 2006
Skills
Security, Information Security, Risk Management, IT Audit, Security Audits, Project Management, Disaster Recovery, Computer Security, Software Documentation, Training, Management, SDLC, CISSP, Quality Assurance, Auditing, Lotus Notes, Physical Security, Quality Management, ISO 27001 Lead..., Knights Templar, IT Risk Management, Enterprise Risk..., Information Technology, PCI DSS, Penetration Testing, Leadership, Security Policy, Incident Management, ISO 27001, Vendor Management
Education
Northcentral University 2005 — 2008
PhD. ABD, International Business
Creighton University 1991 — 1994
MBA, Business/MIS
Housatonic Valley Regional High School 1961 — 1962
High School, College Prep
Yokohama High School 1958 — 1961
High School, College Prep
Ben Niederee Ben Niederee's TD Ameritrade Experience February 2011 - Present
Job Senior Manager of Data and Model Implementation at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade February 2011 - Present
TD Ameritrade July 2010 - February 2011
TD Ameritrade August 2008 - July 2010
TD Ameritrade April 2006 - August 2008
Ameritrade September 2005 - April 2006
Ameritrade November 2004 - September 2005
Skills
Analytics, Business Intelligence, Data Warehousing, Data Modeling, Series 7, Financial Services, ETL, Requirements Gathering, Data Mining, SDLC, Business Analytics, Microsoft SQL Server, Netezza, Business Analysis, SQL, Business Objects, VBScript, Data Analysis, Risk Management, Visio, Data Science, Ext JS, MySQL, Predictive Analytics, Node.js, Tomcat, Database-driven Web..., Management, Oracle SQL, Bash, Nginx, IIS, Git, Process Improvement, Securities, Series 63, JIRA
Education
Creighton University 2000 — 2004
BSBA, Finance & Economics
TD Ameritrade February 2011 - Present
TD Ameritrade July 2010 - February 2011
TD Ameritrade August 2008 - July 2010
TD Ameritrade April 2006 - August 2008
Ameritrade September 2005 - April 2006
Ameritrade November 2004 - September 2005
Skills
Analytics, Business Intelligence, Data Warehousing, Data Modeling, Series 7, Financial Services, ETL, Requirements Gathering, Data Mining, SDLC, Business Analytics, Microsoft SQL Server, Netezza, Business Analysis, SQL, Business Objects, VBScript, Data Analysis, Risk Management, Visio, Data Science, Ext JS, MySQL, Predictive Analytics, Node.js, Tomcat, Database-driven Web..., Management, Oracle SQL, Bash, Nginx, IIS, Git, Process Improvement, Securities, Series 63, JIRA
Education
Creighton University 2000 — 2004
BSBA, Finance & Economics
Monica (Noronha) O'Connor Monica (Noronha) O'Connor's TD Ameritrade Experience June 2006 - February 2007
Job Digital Producer at Rodgers Townsend
Industry Marketing and Advertising
Experience
Rodgers Townsend/DDB St. Louis January 2010 - Present
Rodgers Townsend March 2007 - December 2009
TD Ameritrade June 2006 - February 2007
Skills
Digital Marketing, B2B, Corporate Communications, Market Research, Direct Mail, Direct Marketing, Digital Strategy, Advertising, Interactive Advertising, Video Production, Interactive Marketing, Digital Media, Creative Direction, Creative Strategy, Integrated Marketing
Education
Creighton University 2002 — 2006
Journalism and Mass Communications, Advertising
Rodgers Townsend/DDB St. Louis January 2010 - Present
Rodgers Townsend March 2007 - December 2009
TD Ameritrade June 2006 - February 2007
Skills
Digital Marketing, B2B, Corporate Communications, Market Research, Direct Mail, Direct Marketing, Digital Strategy, Advertising, Interactive Advertising, Video Production, Interactive Marketing, Digital Media, Creative Direction, Creative Strategy, Integrated Marketing
Education
Creighton University 2002 — 2006
Journalism and Mass Communications, Advertising
Brad Will Brad Will's TD Ameritrade Experience August 2013 - Present
Job Enterprise Business Analyst Consultant
Industry Computer Software
Experience
TD Ameritrade August 2013 - Present
T. Rowe Price April 2011 - August 2013
TD Ameritrade June 2000 - April 2011
Ameritrade Holding Corporation August 1997 - June 2000
Ameritrade Holding Corporation July 1996 - August 1997
Skills
SQL, MediaWiki, CSS, HTML, PHP, Rational Rose, Web Services, Visio, JavaScript, XML, AJAX, Rational XDE, Software Requirements, System Testing, SDLC, Business Analysis, SOA, Authentication Systems, Information Security, Brokerage, Online Brokerage, Options Strategies, Quality Assurance, User Experience, WordPress, IntelliMatch, Requirements Analysis
Education
Creighton University 1992 — 1996
BSBA, Finance
TD Ameritrade August 2013 - Present
T. Rowe Price April 2011 - August 2013
TD Ameritrade June 2000 - April 2011
Ameritrade Holding Corporation August 1997 - June 2000
Ameritrade Holding Corporation July 1996 - August 1997
Skills
SQL, MediaWiki, CSS, HTML, PHP, Rational Rose, Web Services, Visio, JavaScript, XML, AJAX, Rational XDE, Software Requirements, System Testing, SDLC, Business Analysis, SOA, Authentication Systems, Information Security, Brokerage, Online Brokerage, Options Strategies, Quality Assurance, User Experience, WordPress, IntelliMatch, Requirements Analysis
Education
Creighton University 1992 — 1996
BSBA, Finance
David Martinelli David Martinelli's TD Ameritrade Experience November 1995 - March 2000
Job Project Manager and PMO Consultant at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities July 2014 - Present
DMA Consulting Services January 2013 - Present
BNY Mellon September 2013 - June 2014
Nomura February 2013 - May 2013
Credit Suisse April 2000 - July 2012
TD Ameritrade November 1995 - March 2000
Skills
Project Management, Business Analysis, Capital Markets, Equities, Fixed Income, Derivatives, PRINCE2, Six Sigma, Microsoft Excel, MS Excel Pivot Tables, MS PowerPoint, MS Project, Series 7, Series 9/10, Series 63, Business Objects, Quantitative Analytics, Some SQL programming..., Trading
Education
Cornell University 1991 — 1995
BS, Applied Economics and Finance
Wells Fargo Securities July 2014 - Present
DMA Consulting Services January 2013 - Present
BNY Mellon September 2013 - June 2014
Nomura February 2013 - May 2013
Credit Suisse April 2000 - July 2012
TD Ameritrade November 1995 - March 2000
Skills
Project Management, Business Analysis, Capital Markets, Equities, Fixed Income, Derivatives, PRINCE2, Six Sigma, Microsoft Excel, MS Excel Pivot Tables, MS PowerPoint, MS Project, Series 7, Series 9/10, Series 63, Business Objects, Quantitative Analytics, Some SQL programming..., Trading
Education
Cornell University 1991 — 1995
BS, Applied Economics and Finance
Monique Anaya Monique Anaya's TD Ameritrade Experience June 2013 - Present
Job Retirement Plan Representative at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2013 - Present
TD Ameritrade Institutional August 2009 - May 2013
TD Ameritrade Institutional August 2009 - February 2011
Skills
Certified IRA Specialist, Building Relationships, IRAs, Roth IRA, SEP IRA, Simple IRA, Qualified Retirement..., Asset Management, Relationship Management, Series 7, Series 63, Series 24, Salesforce.com, Communication Skills, Multi Tasking, Prioritize Workload, Customer Service, Workflow, Microsoft Office, Microsoft Excel, Microsoft Word, Typing, Administrative..., Efficiency, Teamwork, Cross-functional..., Organization, Email, 10 Key, Operations Research, Ownership, Team-oriented, Access
Education
Metropolitan State College of Denver 2005 — 2007
Bachelor of Science (B.S.), Finance, General
Community College of Denver 2002 — 2005
Associate's degree, Business Administration and Management, General
TD Ameritrade June 2013 - Present
TD Ameritrade Institutional August 2009 - May 2013
TD Ameritrade Institutional August 2009 - February 2011
Skills
Certified IRA Specialist, Building Relationships, IRAs, Roth IRA, SEP IRA, Simple IRA, Qualified Retirement..., Asset Management, Relationship Management, Series 7, Series 63, Series 24, Salesforce.com, Communication Skills, Multi Tasking, Prioritize Workload, Customer Service, Workflow, Microsoft Office, Microsoft Excel, Microsoft Word, Typing, Administrative..., Efficiency, Teamwork, Cross-functional..., Organization, Email, 10 Key, Operations Research, Ownership, Team-oriented, Access
Education
Metropolitan State College of Denver 2005 — 2007
Bachelor of Science (B.S.), Finance, General
Community College of Denver 2002 — 2005
Associate's degree, Business Administration and Management, General
Daniel Lensing Daniel Lensing's TD Ameritrade Experience October 2009 - August 2012
Job Investment Call Center Sales Representative at Wells Fargo Advisors, LLC
Industry Investment Management
Experience
Wells Fargo Advisors September 2012 - Present
TD Ameritrade October 2009 - August 2012
Ameriprise Financial Advisors July 2005 - October 2009
Ameriprise Financial July 2005 - 2009
St. Louis Lithographing April 2002 - July 2005
Consolidated Graphics June 1999 - April 2002
Lyon Financial Services February 1998 - May 1999
The Schwan Food Company September 1996 - February 1998
Skills
Retirement Planning, Wealth Management, Estate Planning, Business Planning, Financial Planning, Wealth, Retirement, Investment Advisory, Investments, Asset Allocation, Insurance Planning, Financial Advice, Wealth Accumulation, Long Term Care, Inheritance Tax Planning, Asset Management, Annuities, Wealth Transfer, Disability Insurance, IRA's, Investment Strategies, 401k, High Net Worth..., Mutual Funds, Income Protection, Financial Advisory, Retirement Income..., Personal Finance, Insurance, Long-term Care, Financial Analysis, Portfolio Management, Business Strategy, Savings, Asset, Equities, Alternative Investments, Series 7, Securities, Bonds, Options, Fixed Income, Risk Management, Stocks, Corporate Finance, ETFs, Trading, Budgeting, Derivatives, Strategic Planning
Education
Creighton University 2012 — 2015
Masters of Security Analysis and Portfolio Management, Finance and Financial Management Services
Southwest Minnesota State University 1994 — 1998
BS, Finance and Management
Wells Fargo Advisors September 2012 - Present
TD Ameritrade October 2009 - August 2012
Ameriprise Financial Advisors July 2005 - October 2009
Ameriprise Financial July 2005 - 2009
St. Louis Lithographing April 2002 - July 2005
Consolidated Graphics June 1999 - April 2002
Lyon Financial Services February 1998 - May 1999
The Schwan Food Company September 1996 - February 1998
Skills
Retirement Planning, Wealth Management, Estate Planning, Business Planning, Financial Planning, Wealth, Retirement, Investment Advisory, Investments, Asset Allocation, Insurance Planning, Financial Advice, Wealth Accumulation, Long Term Care, Inheritance Tax Planning, Asset Management, Annuities, Wealth Transfer, Disability Insurance, IRA's, Investment Strategies, 401k, High Net Worth..., Mutual Funds, Income Protection, Financial Advisory, Retirement Income..., Personal Finance, Insurance, Long-term Care, Financial Analysis, Portfolio Management, Business Strategy, Savings, Asset, Equities, Alternative Investments, Series 7, Securities, Bonds, Options, Fixed Income, Risk Management, Stocks, Corporate Finance, ETFs, Trading, Budgeting, Derivatives, Strategic Planning
Education
Creighton University 2012 — 2015
Masters of Security Analysis and Portfolio Management, Finance and Financial Management Services
Southwest Minnesota State University 1994 — 1998
BS, Finance and Management
Julie Xue Julie Xue's TD Ameritrade Experience August 2014 - June 2015
Job Analytics at Box
Industry Information Technology and Services
Experience
Box June 2015 - Present
TD Ameritrade August 2014 - June 2015
TD Ameritrade January 2014 - July 2014
TD Ameritrade June 2013 - December 2013
The Jones Group Inc. June 2012 - August 2012
Mass Mutual July 2011 - May 2012
Skills
Microsoft Excel, PowerPoint, Analytics, Statistics, Strategy, SQL, Web Analytics, Business Strategy, Data Analysis, Microsoft Office, Microsoft Word, Business Analysis, Sales, Analysis
Education
Cornell University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Box June 2015 - Present
TD Ameritrade August 2014 - June 2015
TD Ameritrade January 2014 - July 2014
TD Ameritrade June 2013 - December 2013
The Jones Group Inc. June 2012 - August 2012
Mass Mutual July 2011 - May 2012
Skills
Microsoft Excel, PowerPoint, Analytics, Statistics, Strategy, SQL, Web Analytics, Business Strategy, Data Analysis, Microsoft Office, Microsoft Word, Business Analysis, Sales, Analysis
Education
Cornell University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Erica Ollison's TD Ameritrade Experience May 2015 - September 2015
Job Implementation Project Manager at Fidelity
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
TD Ameritrade May 2015 - September 2015
TD Ameritrade March 2013 - May 2015
TD Ameritrade March 2012 - March 2013
TD Ameritrade January 2011 - March 2012
TD Ameritrade June 2008 - January 2011
Skills
Project Management, Time Management, Organization, Microsoft Office, Series 7, Series 63, Series 24, Risk Management, Research, Advisor Relations, Marketing Strategy, Advertising, Manage Client..., Portfolio Management, Wealth Management, Mutual Funds, Real Estate
Education
Columbia Southern University
Bachelor of Business Administration (BBA), Project Management
Fidelity Investments September 2015 - Present
TD Ameritrade May 2015 - September 2015
TD Ameritrade March 2013 - May 2015
TD Ameritrade March 2012 - March 2013
TD Ameritrade January 2011 - March 2012
TD Ameritrade June 2008 - January 2011
Skills
Project Management, Time Management, Organization, Microsoft Office, Series 7, Series 63, Series 24, Risk Management, Research, Advisor Relations, Marketing Strategy, Advertising, Manage Client..., Portfolio Management, Wealth Management, Mutual Funds, Real Estate
Education
Columbia Southern University
Bachelor of Business Administration (BBA), Project Management
Nate Christian Nate Christian's TD Ameritrade Experience July 2012 - April 2014
Job Manager Creator Platform Analytics at Vimeo
Industry Financial Services
Experience
Vimeo April 2014 - Present
TD Ameritrade July 2012 - April 2014
TD Ameritrade December 2011 - July 2012
TD Ameritrade June 2011 - December 2011
Avalon Partners Inc June 2010 - March 2011
National Bureau of Economic Research November 2009 - February 2010
Skills
Analytics, Analysis, SQL, Omniture, Excel, Financial Analysis, Microsoft Excel, SAS, Marketing Strategy, Equity Research, Data Analysis, Business Strategy, Metrics Analysis, Automation, Text Analytics, Forecasting, Toad, Tableau, BigQuery
Education
Columbia University in the City of New York 2007 — 2011
BA, Economics
Vimeo April 2014 - Present
TD Ameritrade July 2012 - April 2014
TD Ameritrade December 2011 - July 2012
TD Ameritrade June 2011 - December 2011
Avalon Partners Inc June 2010 - March 2011
National Bureau of Economic Research November 2009 - February 2010
Skills
Analytics, Analysis, SQL, Omniture, Excel, Financial Analysis, Microsoft Excel, SAS, Marketing Strategy, Equity Research, Data Analysis, Business Strategy, Metrics Analysis, Automation, Text Analytics, Forecasting, Toad, Tableau, BigQuery
Education
Columbia University in the City of New York 2007 — 2011
BA, Economics
Abbie Wolff's TD Ameritrade Experience June 2010 - June 2011
Job Graduate Student at SUNY Oswego
Industry Graphic Design
Experience
SUNY Oswego Graduate Studies August 2015 - Present
Abbie Wolff January 2012 - Present
Albertsons April 2014 - June 2014
Verizon Wireless February 2014 - April 2014
Franklin County Community Action April 2013 - August 2013
Adecco Staffing, USA October 2011 - January 2012
Howard Center March 2011 - August 2011
TD Ameritrade June 2010 - June 2011
Shaw's Supermarkets May 2008 - May 2010
Carolyn's Red Balloon Enrichment Center April 2007 - August 2007
Skills
Customer Service, Microsoft Office, Psychology, Research, Sociology, Writing, Therapeutic Listening, Social Media, Cash Handling, Communication, Social Services, Activism, Childcare, Drawing, IT Solutions, Data Entry, Watercolor Painting, Digital Media
Education
State University of New York College at Oswego 2015 — 2016
Master of Arts (M.A.), Human Computer Interaction
Johnson State College 2010 — 2012
Bachelor of Arts (B.A.), Psychology, 3.6 GPA
Community College of Vermont 2009 — 2010
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies, 4.0 GPA
Saint Michael's College 2007 — 2009
Psychology, 3.6 GPA
Bellows Free Academy of St. Albans 2003 — 2007
Diploma, College Preparatory, 3.6 GPA
SUNY Oswego Graduate Studies August 2015 - Present
Abbie Wolff January 2012 - Present
Albertsons April 2014 - June 2014
Verizon Wireless February 2014 - April 2014
Franklin County Community Action April 2013 - August 2013
Adecco Staffing, USA October 2011 - January 2012
Howard Center March 2011 - August 2011
TD Ameritrade June 2010 - June 2011
Shaw's Supermarkets May 2008 - May 2010
Carolyn's Red Balloon Enrichment Center April 2007 - August 2007
Skills
Customer Service, Microsoft Office, Psychology, Research, Sociology, Writing, Therapeutic Listening, Social Media, Cash Handling, Communication, Social Services, Activism, Childcare, Drawing, IT Solutions, Data Entry, Watercolor Painting, Digital Media
Education
State University of New York College at Oswego 2015 — 2016
Master of Arts (M.A.), Human Computer Interaction
Johnson State College 2010 — 2012
Bachelor of Arts (B.A.), Psychology, 3.6 GPA
Community College of Vermont 2009 — 2010
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies, 4.0 GPA
Saint Michael's College 2007 — 2009
Psychology, 3.6 GPA
Bellows Free Academy of St. Albans 2003 — 2007
Diploma, College Preparatory, 3.6 GPA
Andrew Band, CFP® Andrew Band, CFP®'s TD Ameritrade Experience January 2007 - October 2013
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2013 - Present
TD Ameritrade January 2007 - October 2013
IFMG Securities February 2006 - November 2006
Wells Fargo 2004 - 2006
American Express Financial Advisors 2001 - 2004
Education
Colorado State University
Fidelity Investments November 2013 - Present
TD Ameritrade January 2007 - October 2013
IFMG Securities February 2006 - November 2006
Wells Fargo 2004 - 2006
American Express Financial Advisors 2001 - 2004
Education
Colorado State University
Amy Q Lin Amy Q Lin's TD Ameritrade Experience July 2012 - January 2014
Job Sales Operations @ Kahuna
Industry Internet
Experience
Kahuna March 2015 - Present
LinkedIn January 2014 - March 2015
TD Ameritrade July 2012 - January 2014
TD Ameritrade November 2011 - July 2012
TD Ameritrade August 2008 - November 2011
First Environment May 2006 - August 2007
Skills
Relationship Management, Business Analysis, Program Management, Business Strategy, Salesforce.com, Strategy, Analytics, Financial Analysis, Segmentation, Financial Services, CRM, Product Management, Leadership, Forecasting, Product Development, Management, Start-ups, Analysis, Sales, Data Analysis, SaaS
Education
Columbia University in the City of New York 2004 — 2008
B.S., Operations Research -- Engineering Management Systems
Kahuna March 2015 - Present
LinkedIn January 2014 - March 2015
TD Ameritrade July 2012 - January 2014
TD Ameritrade November 2011 - July 2012
TD Ameritrade August 2008 - November 2011
First Environment May 2006 - August 2007
Skills
Relationship Management, Business Analysis, Program Management, Business Strategy, Salesforce.com, Strategy, Analytics, Financial Analysis, Segmentation, Financial Services, CRM, Product Management, Leadership, Forecasting, Product Development, Management, Start-ups, Analysis, Sales, Data Analysis, SaaS
Education
Columbia University in the City of New York 2004 — 2008
B.S., Operations Research -- Engineering Management Systems
Bronwyn Moreno's TD Ameritrade Experience June 2011 - November 2012
Job Analytics Manager at R/GA
Industry Marketing and Advertising
Experience
R/GA August 2015 - Present
Ralph Lauren December 2012 - August 2015
TD Ameritrade June 2011 - November 2012
JP Morgan Chase June 2010 - August 2010
Skills
Microsoft Excel, SQL, SAS, Salesforce.com, Business Intelligence...
Education
Columbia University in the City of New York 2007 — 2011
Bachelor of Arts, Economics, Psychology
R/GA August 2015 - Present
Ralph Lauren December 2012 - August 2015
TD Ameritrade June 2011 - November 2012
JP Morgan Chase June 2010 - August 2010
Skills
Microsoft Excel, SQL, SAS, Salesforce.com, Business Intelligence...
Education
Columbia University in the City of New York 2007 — 2011
Bachelor of Arts, Economics, Psychology
Loren Amsden's TD Ameritrade Experience June 2012 - Present
Job Senior Business Analyst | Leverage Database and Development Background | Oracle/Mantas SME
Industry Information Technology and Services
Experience
TD Ameritrade June 2012 - Present
Affusion, Inc. May 2010 - January 2012
Bank of America Merrill Lynch June 2000 - April 2010
Financial Sciences Corporation November 1990 - June 2000
Skills
Business Analysis, Vendor Management, Compliance, Program Management, Requirements Analysis, Management, Databases, Project Management, Analysis, Enterprise Software, IT Strategy, Risk Management
Education
New York University
Computer and Information Sciences
Columbia University - School of International and Public Affairs
Political Science
United States Navy
Engineroom Supervisor - Main Propulsion
TD Ameritrade June 2012 - Present
Affusion, Inc. May 2010 - January 2012
Bank of America Merrill Lynch June 2000 - April 2010
Financial Sciences Corporation November 1990 - June 2000
Skills
Business Analysis, Vendor Management, Compliance, Program Management, Requirements Analysis, Management, Databases, Project Management, Analysis, Enterprise Software, IT Strategy, Risk Management
Education
New York University
Computer and Information Sciences
Columbia University - School of International and Public Affairs
Political Science
United States Navy
Engineroom Supervisor - Main Propulsion
Lynn Parrott Lynn Parrott's TD Ameritrade Experience March 2015 - Present
Job Executive & Financial Assistant/Registered Client Service Associate
Industry Financial Services
Experience
TD Ameritrade March 2015 - Present
Kaiser Permanente December 2014 - February 2015
Arapahoe County Elections Division October 2014 - November 2014
CIMCO Private Wealth (Capital Investment Management) May 2013 - May 2014
TD Ameritrade (Via Access Staffing) October 2012 - January 2013
General Motors Corp.(Via Acro Service Group) June 2011 - August 2012
Altria Group Distribution Co. (Via RemX Staffing) April 2011 - May 2011
Great West Life Co. (Via Corestaff Services) December 2010 - February 2011
Lockheed Martin Space Systems (via Rose International) August 2010 - October 2010
Morgan Stanley December 2007 - October 2009
Skills
Training, Outlook, Customer Service, Salesforce.com, PeopleSoft, Microsoft Office, Insurance, Microsoft Excel, Event Planning, Sales Process, Loan Origination, Banking, Microsoft Office 2007, Calendaring, Purchasing, Expenses, Lotus Notes, Adobe Acrobat, Investment Banking, Credit Risk, Underwriting, Business Continuity..., Newsletters, Union Grievances, E-Verify, Loan Servicing, MS Word, MS Powerpoint, MS Excel, MS Outlook, Remote Access, CISCO WebEx Connect, MS Office Communicator, Internet Explorer, Scheduling, Payroll Processing, Investment Products, Sales Support, Travel Planning, Presentation Preparation, Multitasker, Credit Unions, Loan Documentation, Cash Handling, Administrative Support, Process Risk Management, Employee Grievance, Union Labor, Microsoft Windows 8.1, Hold Series 7
Education
Colorado State University 1979 — 1984
Architectural Design-Journalism
Centennial High School, Pueblo, CO 1975 — 1979
HS Diploma
TD Ameritrade March 2015 - Present
Kaiser Permanente December 2014 - February 2015
Arapahoe County Elections Division October 2014 - November 2014
CIMCO Private Wealth (Capital Investment Management) May 2013 - May 2014
TD Ameritrade (Via Access Staffing) October 2012 - January 2013
General Motors Corp.(Via Acro Service Group) June 2011 - August 2012
Altria Group Distribution Co. (Via RemX Staffing) April 2011 - May 2011
Great West Life Co. (Via Corestaff Services) December 2010 - February 2011
Lockheed Martin Space Systems (via Rose International) August 2010 - October 2010
Morgan Stanley December 2007 - October 2009
Skills
Training, Outlook, Customer Service, Salesforce.com, PeopleSoft, Microsoft Office, Insurance, Microsoft Excel, Event Planning, Sales Process, Loan Origination, Banking, Microsoft Office 2007, Calendaring, Purchasing, Expenses, Lotus Notes, Adobe Acrobat, Investment Banking, Credit Risk, Underwriting, Business Continuity..., Newsletters, Union Grievances, E-Verify, Loan Servicing, MS Word, MS Powerpoint, MS Excel, MS Outlook, Remote Access, CISCO WebEx Connect, MS Office Communicator, Internet Explorer, Scheduling, Payroll Processing, Investment Products, Sales Support, Travel Planning, Presentation Preparation, Multitasker, Credit Unions, Loan Documentation, Cash Handling, Administrative Support, Process Risk Management, Employee Grievance, Union Labor, Microsoft Windows 8.1, Hold Series 7
Education
Colorado State University 1979 — 1984
Architectural Design-Journalism
Centennial High School, Pueblo, CO 1975 — 1979
HS Diploma
Donna Summers Donna Summers's TD Ameritrade Experience February 2004 - February 2009
Job Training and Development
Industry Financial Services
Experience
Residential Credit Solutions, Inc May 2009 - Present
TD Ameritrade February 2004 - February 2009
Delta Airlines (Atlantic Southeast Airlines) August 2000 - February 2004
AlphaGraphics February 1996 - July 2000
Skills
Training, Performance Management, Training Delivery, Employee Training, Team Building, Staff Development, Change Management, Leadership, Call Centers, Management, Customer Service, Human Resources, Coaching, Employee Relations, Process Improvement, Vendor Management, Analysis, Employee Benefits, Software Documentation, Organizational..., Talent Management, E-Learning, Team Leadership, New Business Development, Public Speaking, Personnel Management, Program Management, Employee Engagement, Mortgage Servicing, Project Management, Call Center, Interviews, Risk Management
Education
Columbia College
BS.BA with a major in Human Resource Management
Residential Credit Solutions, Inc May 2009 - Present
TD Ameritrade February 2004 - February 2009
Delta Airlines (Atlantic Southeast Airlines) August 2000 - February 2004
AlphaGraphics February 1996 - July 2000
Skills
Training, Performance Management, Training Delivery, Employee Training, Team Building, Staff Development, Change Management, Leadership, Call Centers, Management, Customer Service, Human Resources, Coaching, Employee Relations, Process Improvement, Vendor Management, Analysis, Employee Benefits, Software Documentation, Organizational..., Talent Management, E-Learning, Team Leadership, New Business Development, Public Speaking, Personnel Management, Program Management, Employee Engagement, Mortgage Servicing, Project Management, Call Center, Interviews, Risk Management
Education
Columbia College
BS.BA with a major in Human Resource Management
JD Hasna's TD Ameritrade Experience May 2008 - April 2012
Job Talent Acquisition Consultant
Industry Human Resources
Experience
Independent April 2014 - Present
Novartis June 2012 - May 2014
TD Ameritrade May 2008 - April 2012
Skills
Interviews, Employee Benefits, Employee Relations, HRIS, Human Resources, Performance Management, Benefits Administration, Organizational..., Recruiting, Talent Management, Sourcing, New Hire Orientations, Talent Acquisition, Conflict Resolution, Management, Onboarding, Vendor Management, Leadership, Deferred Compensation, Team Building, Outsourcing, Temporary Placement, Employment Law, Process Improvement, Personnel Management, Coaching, Hiring, Talent Pipelining, Policy, Job Descriptions
Education
Columbia Southern University
Master’s Degree
Peru State College
Independent April 2014 - Present
Novartis June 2012 - May 2014
TD Ameritrade May 2008 - April 2012
Skills
Interviews, Employee Benefits, Employee Relations, HRIS, Human Resources, Performance Management, Benefits Administration, Organizational..., Recruiting, Talent Management, Sourcing, New Hire Orientations, Talent Acquisition, Conflict Resolution, Management, Onboarding, Vendor Management, Leadership, Deferred Compensation, Team Building, Outsourcing, Temporary Placement, Employment Law, Process Improvement, Personnel Management, Coaching, Hiring, Talent Pipelining, Policy, Job Descriptions
Education
Columbia Southern University
Master’s Degree
Peru State College
Charles McCall Charles McCall's TD Ameritrade Experience July 2014 - Present
Job Investment Consultant
Industry Investment Management
Experience
TD Ameritrade July 2014 - Present
TD Ameritrade March 2013 - June 2014
Scipione, Berg & Associates, LLC May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, General Insurance, Life Insurance, Licensed Life & Health..., Health Insurance, Marketing Strategy, Disability Insurance, Insurance Marketing, Financial Advisory, Strategic Financial..., Investments, Retirement Planning, Marketing, Public Speaking, Social Media, Leadership, Event Planning, Research, Customer Service, Sales, Finance, Insurance, Teamwork, Series 7
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts (B.A.), Sociology
TD Ameritrade July 2014 - Present
TD Ameritrade March 2013 - June 2014
Scipione, Berg & Associates, LLC May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, General Insurance, Life Insurance, Licensed Life & Health..., Health Insurance, Marketing Strategy, Disability Insurance, Insurance Marketing, Financial Advisory, Strategic Financial..., Investments, Retirement Planning, Marketing, Public Speaking, Social Media, Leadership, Event Planning, Research, Customer Service, Sales, Finance, Insurance, Teamwork, Series 7
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts (B.A.), Sociology
Kelly Meade Kelly Meade's TD Ameritrade Experience June 2007 - June 2008
Job Enterprise Account Manager at Avaya
Industry Information Technology and Services
Experience
Avaya February 2015 - Present
IBM February 2014 - February 2015
IBM February 2013 - February 2014
IBM January 2011 - February 2013
IBM October 2008 - January 2011
TD Ameritrade June 2007 - June 2008
Skills
Cloud Computing, Sales Process, Enterprise Software, Sales Management, Solution Selling, Sales Enablement, Social Media, CRM, Strategy, Professional Services, Sales Operations, Cross-functional Team..., Lead Generation, Sales, Business Development, Go-to-market Strategy, Account Management, Business Alliances, Managed Services, Analytics, SaaS, Salesforce.com, Direct Sales, Data Center, Marketing, Start-ups, Team Leadership, Vendor Management, Leadership, Virtualization, Pre-sales, Strategic Partnerships, Channel Partners, Integration, Software Industry, Management, Business Intelligence, Partner Management, Demand Generation, Selling, Outsourcing, Product Marketing, Storage, Product Management, IT Strategy, Competitive Analysis, Consulting, IaaS, Multi-channel Marketing, PaaS
Education
Creighton University 2004 — 2008
Marketing
Saint Louis University - Madrid, Spain 2007 — 2007
Avaya February 2015 - Present
IBM February 2014 - February 2015
IBM February 2013 - February 2014
IBM January 2011 - February 2013
IBM October 2008 - January 2011
TD Ameritrade June 2007 - June 2008
Skills
Cloud Computing, Sales Process, Enterprise Software, Sales Management, Solution Selling, Sales Enablement, Social Media, CRM, Strategy, Professional Services, Sales Operations, Cross-functional Team..., Lead Generation, Sales, Business Development, Go-to-market Strategy, Account Management, Business Alliances, Managed Services, Analytics, SaaS, Salesforce.com, Direct Sales, Data Center, Marketing, Start-ups, Team Leadership, Vendor Management, Leadership, Virtualization, Pre-sales, Strategic Partnerships, Channel Partners, Integration, Software Industry, Management, Business Intelligence, Partner Management, Demand Generation, Selling, Outsourcing, Product Marketing, Storage, Product Management, IT Strategy, Competitive Analysis, Consulting, IaaS, Multi-channel Marketing, PaaS
Education
Creighton University 2004 — 2008
Marketing
Saint Louis University - Madrid, Spain 2007 — 2007
Bhavesh Pandya Bhavesh Pandya's TD Ameritrade Experience September 2011 - Present
Job
Industry Financial Services
Experience
TD Ameritrade September 2011 - Present
Education
Columbia University in the City of New York 2010 — 2012
MPH, Policy & Management
Rutgers University 1996 — 2000
Master of Business Administration (MBA)
Rutgers University 1989 — 1994
Bachelor of Arts (B.A.), Statistics
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1994
Bachelor of Science (B.S.), Industrial Engineering
TD Ameritrade September 2011 - Present
Education
Columbia University in the City of New York 2010 — 2012
MPH, Policy & Management
Rutgers University 1996 — 2000
Master of Business Administration (MBA)
Rutgers University 1989 — 1994
Bachelor of Arts (B.A.), Statistics
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1994
Bachelor of Science (B.S.), Industrial Engineering
Amy Kaiser Amy Kaiser's TD Ameritrade Experience July 2013 - Present
Job Senior Marketing Manager at TD Ameritrade
Industry Marketing and Advertising
Experience
TD Ameritrade July 2013 - Present
Factor Advisors, LLC March 2011 - April 2012
Wealth Management Systems February 2009 - December 2010
Van Eck Global March 2007 - February 2009
TIAA-CREF 2000 - 2005
Skills
Marketing, Web Marketing, Marketing Strategy, Marketing Communications, Marketing Management, Email Marketing, Social Media Marketing, Product Marketing, Integrated Marketing, Writing, Project Management, Digital Marketing, Online Marketing, SEO, Copywriting, Strategy, Direct Marketing, Strategic Planning, Brand Management, Digital Strategy, Series 7, Lead Generation, Asset Managment, Multi-channel Marketing
Education
College of the Holy Cross 1993 — 1997
Bachelor of Arts (BA), English Language and Literature/Letters
TD Ameritrade July 2013 - Present
Factor Advisors, LLC March 2011 - April 2012
Wealth Management Systems February 2009 - December 2010
Van Eck Global March 2007 - February 2009
TIAA-CREF 2000 - 2005
Skills
Marketing, Web Marketing, Marketing Strategy, Marketing Communications, Marketing Management, Email Marketing, Social Media Marketing, Product Marketing, Integrated Marketing, Writing, Project Management, Digital Marketing, Online Marketing, SEO, Copywriting, Strategy, Direct Marketing, Strategic Planning, Brand Management, Digital Strategy, Series 7, Lead Generation, Asset Managment, Multi-channel Marketing
Education
College of the Holy Cross 1993 — 1997
Bachelor of Arts (BA), English Language and Literature/Letters
Brian Heid Brian Heid's TD Ameritrade Experience July 2007 - February 2009
Job Infrastructure Engineer at Tyler Technologies
Industry Information Technology and Services
Experience
Tyler Technologies July 2014 - Present
GameStop October 2011 - July 2014
CCRA Travel Solutions February 2010 - October 2011
Campbell Wilson March 2009 - February 2010
TD Ameritrade July 2007 - February 2009
United States Marine Corps June 2003 - June 2007
Skills
ASP.NET AJAX, Visual Basic, SQL Server, C#, HTML + CSS, Accounting, Microsoft Office, T-SQL, Microsoft SQL Server, Databases, Training, Software Documentation, Database Design, Business Intelligence, Access, Agile Methodologies, Software Development
Education
Colorado Technical University 2008 — 2009
MBA, Human Resources
Colorado Technical University 2005 — 2008
Bachelors, Business Management
Tyler Technologies July 2014 - Present
GameStop October 2011 - July 2014
CCRA Travel Solutions February 2010 - October 2011
Campbell Wilson March 2009 - February 2010
TD Ameritrade July 2007 - February 2009
United States Marine Corps June 2003 - June 2007
Skills
ASP.NET AJAX, Visual Basic, SQL Server, C#, HTML + CSS, Accounting, Microsoft Office, T-SQL, Microsoft SQL Server, Databases, Training, Software Documentation, Database Design, Business Intelligence, Access, Agile Methodologies, Software Development
Education
Colorado Technical University 2008 — 2009
MBA, Human Resources
Colorado Technical University 2005 — 2008
Bachelors, Business Management
Charles Lai Charles Lai's TD Ameritrade Experience May 2012 - March 2014
Job User Experience Researcher (Freelance)
Industry Internet
Experience
The College Board March 2014 - Present
TD Ameritrade May 2012 - March 2014
Insurance Services Office June 2008 - December 2010
Deloitte & Touche USA LLP June 2007 - July 2007
Skills
HTML 5, JavaScript, PHP, Drupal, CSS3, SQL, Flash, Java, Photoshop, Microsoft Office, MAMP, User Experience, Human Computer..., User Research, Personas, Usability Testing
Education
Cornell University 2011 — 2011
Master of Professional Studies, Information Science
Cornell University 2004 — 2008
Bachelor of Science, Information Science, Systems, and Technology
The College Board March 2014 - Present
TD Ameritrade May 2012 - March 2014
Insurance Services Office June 2008 - December 2010
Deloitte & Touche USA LLP June 2007 - July 2007
Skills
HTML 5, JavaScript, PHP, Drupal, CSS3, SQL, Flash, Java, Photoshop, Microsoft Office, MAMP, User Experience, Human Computer..., User Research, Personas, Usability Testing
Education
Cornell University 2011 — 2011
Master of Professional Studies, Information Science
Cornell University 2004 — 2008
Bachelor of Science, Information Science, Systems, and Technology
Christopher Shih Christopher Shih's TD Ameritrade Experience July 2013 - July 2015
Job Senior Data Scientist at Oracle | Datalogix
Industry Financial Services
Experience
Oracle Datalogix July 2015 - Present
TD Ameritrade July 2013 - July 2015
TD Ameritrade August 2012 - June 2013
TD Ameritrade Institutional June 2011 - August 2012
Citi May 2009 - August 2009
Skills
Strategic Analytics, SQL, Data Analysis, Finance, VBA, Financial Analysis, Equities, Series 7, Microsoft Office, Financial Services, Strategy
Education
Cornell University 2008 — 2011
Strategy, Finance, and Accounting
Great Neck South High
Oracle Datalogix July 2015 - Present
TD Ameritrade July 2013 - July 2015
TD Ameritrade August 2012 - June 2013
TD Ameritrade Institutional June 2011 - August 2012
Citi May 2009 - August 2009
Skills
Strategic Analytics, SQL, Data Analysis, Finance, VBA, Financial Analysis, Equities, Series 7, Microsoft Office, Financial Services, Strategy
Education
Cornell University 2008 — 2011
Strategy, Finance, and Accounting
Great Neck South High
Olivia Cederberg Olivia Cederberg's TD Ameritrade Experience October 2013 - Present
Job Software Developer at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade October 2013 - Present
First Data Corporation April 2013 - October 2013
First Data Corporation January 2013 - April 2013
Pentagon Federal Credit Union June 2011 - September 2012
The Pointe Management January 2011 - June 2011
Skills
Business Analysis, Analytics, Data Analysis, Information Technology, Financial Analysis, Databases, SQL, Business Planning, Market Research, Database Design, Business Strategy, Data Entry, Global Business..., Marketing Strategy, COBOL, Software Project..., Entrepreneurship, Collaborative Problem..., JCL, IT Project Leadership, Project Design, JIRA, Intersystems Cache, JavaScript, HTML, Microsoft Office
Education
College of Saint Mary 2015 — 2016
Master’s Degree, Organizational Leadership
College of Saint Mary 2008 — 2013
Bachelor's degree, Business Analytics and Strategic Communication
Burke High 2004 — 2008
High School
TD Ameritrade October 2013 - Present
First Data Corporation April 2013 - October 2013
First Data Corporation January 2013 - April 2013
Pentagon Federal Credit Union June 2011 - September 2012
The Pointe Management January 2011 - June 2011
Skills
Business Analysis, Analytics, Data Analysis, Information Technology, Financial Analysis, Databases, SQL, Business Planning, Market Research, Database Design, Business Strategy, Data Entry, Global Business..., Marketing Strategy, COBOL, Software Project..., Entrepreneurship, Collaborative Problem..., JCL, IT Project Leadership, Project Design, JIRA, Intersystems Cache, JavaScript, HTML, Microsoft Office
Education
College of Saint Mary 2015 — 2016
Master’s Degree, Organizational Leadership
College of Saint Mary 2008 — 2013
Bachelor's degree, Business Analytics and Strategic Communication
Burke High 2004 — 2008
High School
Matt Trokey Matt Trokey's TD Ameritrade Experience January 2013 - July 2014
Job
Industry Financial Services
Experience
E*TRADE Financial Corporation July 2015 - Present
Consultants 2 Go July 2014 - July 2015
TD Ameritrade January 2013 - July 2014
Rosetta January 2009 - December 2012
American Express August 2004 - January 2009
American Express August 2004 - December 2007
Accenture September 1997 - July 2002
Skills
Segmentation, Financial Services, Strategy, Analytics, Product Management, Management, Customer Insight, Product Development, Strategic Brand..., Product Strategy, Consumer Insights, Social Media Marketing, CRM, Affluent Customer..., New Product Development, Customer Segmentation, User Experience Design, Mobile Marketing, Customer Loyalty
Education
Cornell University - Johnson Graduate School of Management 2002 — 2004
MBA, Strategy & Marketing
Imperial College London
Term Abroad
University of Missouri-Columbia
BS, Finance & Banking
E*TRADE Financial Corporation July 2015 - Present
Consultants 2 Go July 2014 - July 2015
TD Ameritrade January 2013 - July 2014
Rosetta January 2009 - December 2012
American Express August 2004 - January 2009
American Express August 2004 - December 2007
Accenture September 1997 - July 2002
Skills
Segmentation, Financial Services, Strategy, Analytics, Product Management, Management, Customer Insight, Product Development, Strategic Brand..., Product Strategy, Consumer Insights, Social Media Marketing, CRM, Affluent Customer..., New Product Development, Customer Segmentation, User Experience Design, Mobile Marketing, Customer Loyalty
Education
Cornell University - Johnson Graduate School of Management 2002 — 2004
MBA, Strategy & Marketing
Imperial College London
Term Abroad
University of Missouri-Columbia
BS, Finance & Banking
Reid Bowman's TD Ameritrade Experience August 1999 - November 2000
Job General Counsel at Towne Park
Industry Hospitality
Experience
Towne Park April 2013 - Present
NAVEX Global September 2008 - March 2013
Allegis Group, Inc. 2000 - 2008
TD Ameritrade August 1999 - November 2000
Honeywell June 1998 - August 1999
USF&G 1994 - 1998
DLA Piper January 1986 - April 1994
Bethlehem Steel 1982 - 1986
Skills
Employment Law, Compliance, Ethics, Arbitration, Litigation, Commercial Litigation, Mediation, Legal Writing, Legal Assistance, Litigation Management, Legal Research, Employment Contracts, Labor Relations, Corporate Law, Contract Negotiation, Joint Ventures, Employment..., Privacy Law, Civil Litigation, International Law, Licensing, Due Diligence, Immigration Law, Legal Compliance, Alternative Dispute..., Dispute Resolution, Trademarks, Trade Secrets, Legal Issues, Legal Advice, Human Resources, Class Actions, Software Licensing, Business Ethics, Data Privacy, Competition Law, Cyberlaw
Education
University of Maryland School of Law 1983 — 1987
JD, with Honors
Cornell University 1978 — 1982
BS, Industrial & Labor Relations
Towne Park April 2013 - Present
NAVEX Global September 2008 - March 2013
Allegis Group, Inc. 2000 - 2008
TD Ameritrade August 1999 - November 2000
Honeywell June 1998 - August 1999
USF&G 1994 - 1998
DLA Piper January 1986 - April 1994
Bethlehem Steel 1982 - 1986
Skills
Employment Law, Compliance, Ethics, Arbitration, Litigation, Commercial Litigation, Mediation, Legal Writing, Legal Assistance, Litigation Management, Legal Research, Employment Contracts, Labor Relations, Corporate Law, Contract Negotiation, Joint Ventures, Employment..., Privacy Law, Civil Litigation, International Law, Licensing, Due Diligence, Immigration Law, Legal Compliance, Alternative Dispute..., Dispute Resolution, Trademarks, Trade Secrets, Legal Issues, Legal Advice, Human Resources, Class Actions, Software Licensing, Business Ethics, Data Privacy, Competition Law, Cyberlaw
Education
University of Maryland School of Law 1983 — 1987
JD, with Honors
Cornell University 1978 — 1982
BS, Industrial & Labor Relations
Andrew Hendershot Andrew Hendershot's TD Ameritrade Experience August 2015 - Present
Job TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2015 - Present
AIG Direct June 2013 - Present
Reed Exhibitions November 2012 - April 2013
Cambridge Organization June 2011 - August 2011
Skills
PowerPoint, Public Speaking, Research, Marketing, Social Media, Customer Service, Social Media Marketing, Sales, Leadership, Microsoft Excel, Microsoft Word, Marketing Strategy
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts (BA), History
TD Ameritrade August 2015 - Present
AIG Direct June 2013 - Present
Reed Exhibitions November 2012 - April 2013
Cambridge Organization June 2011 - August 2011
Skills
PowerPoint, Public Speaking, Research, Marketing, Social Media, Customer Service, Social Media Marketing, Sales, Leadership, Microsoft Excel, Microsoft Word, Marketing Strategy
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts (BA), History
Kate Knowles Kate Knowles's TD Ameritrade Experience July 2010 - April 2014
Job Marketing
Industry Marketing and Advertising
Experience
Knowles Household April 2014 - Present
TD Ameritrade July 2010 - April 2014
TD Ameritrade June 2008 - July 2010
First National Bank of Omaha 2007 - 2008
Creighton University 2004 - 2008
Happy Hollow Club June 2005 - August 2006
Skills
Marketing, Web Content Optimization, Web Content Management, SEO, Project Management, Digital Marketing, Online Advertising, Online Marketing, Content Managed Websites, Adobe Creative Suite, Merchandising, Visual Merchandising, Adobe Test & Target, Marketing Communications, Social Media Marketing, Web Analytics, Analytics, Content Management
Education
Creighton University 2004 — 2008
BA, Graphic Design, Advertising
Marian High School 2000 — 2004
Knowles Household April 2014 - Present
TD Ameritrade July 2010 - April 2014
TD Ameritrade June 2008 - July 2010
First National Bank of Omaha 2007 - 2008
Creighton University 2004 - 2008
Happy Hollow Club June 2005 - August 2006
Skills
Marketing, Web Content Optimization, Web Content Management, SEO, Project Management, Digital Marketing, Online Advertising, Online Marketing, Content Managed Websites, Adobe Creative Suite, Merchandising, Visual Merchandising, Adobe Test & Target, Marketing Communications, Social Media Marketing, Web Analytics, Analytics, Content Management
Education
Creighton University 2004 — 2008
BA, Graphic Design, Advertising
Marian High School 2000 — 2004
John Alduenda John Alduenda's TD Ameritrade Experience July 1993 - June 2007
Job Branch Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2011 - Present
Fidelity Investments July 2007 - June 2011
TD Ameritrade July 1993 - June 2007
Education
Colorado Technical University
Bachelors in Business Administration, Business Management
Fidelity Investments July 2011 - Present
Fidelity Investments July 2007 - June 2011
TD Ameritrade July 1993 - June 2007
Education
Colorado Technical University
Bachelors in Business Administration, Business Management
Jai Gulati, MBA's TD Ameritrade Experience April 2015 - Present
Job Leading Talent Acquisition Strategy at TD Ameritrade
Industry Human Resources
Experience
TD Ameritrade April 2015 - Present
Skills
Talent Acquisition, Recruitment Operations, Recruitment Technology, Talent Management, HR Transformation, HR Service Delivery, Organizational..., Organizational Design, Operating Model Design, Organizational Structure, Staffing Models, Operational Strategy, Operating Models, Expense Reduction, Operating Budgets, Budget Process, Analytics, Business Analysis, Business Process, Business Process..., Project Management, Program Management, Project Portfolio..., Program Implementation, Solution Implementation, Recruitment Process..., Strategic Recruitment..., RPOs, Recruiting, Human Resources, Executive Search, Global Talent..., Deferred Compensation, Vendor Management, Strategic Sourcing, Sourcing, Temporary Placement, Strategy, Outsourcing, Leadership, Change Management, Hiring, Workforce Planning, Management, Consulting, College Recruiting, Internet Recruiting, Influential Communicator, Employer Branding, Technical Recruiting
Education
Temple University - Fox School of Business and Management 2012 — 2014
Master of Business Administration (M.B.A.)
Cornell University 2007 — 2007
Stony Brook University 1994 — 2002
BA in Economics and Business Management
TD Ameritrade April 2015 - Present
Skills
Talent Acquisition, Recruitment Operations, Recruitment Technology, Talent Management, HR Transformation, HR Service Delivery, Organizational..., Organizational Design, Operating Model Design, Organizational Structure, Staffing Models, Operational Strategy, Operating Models, Expense Reduction, Operating Budgets, Budget Process, Analytics, Business Analysis, Business Process, Business Process..., Project Management, Program Management, Project Portfolio..., Program Implementation, Solution Implementation, Recruitment Process..., Strategic Recruitment..., RPOs, Recruiting, Human Resources, Executive Search, Global Talent..., Deferred Compensation, Vendor Management, Strategic Sourcing, Sourcing, Temporary Placement, Strategy, Outsourcing, Leadership, Change Management, Hiring, Workforce Planning, Management, Consulting, College Recruiting, Internet Recruiting, Influential Communicator, Employer Branding, Technical Recruiting
Education
Temple University - Fox School of Business and Management 2012 — 2014
Master of Business Administration (M.B.A.)
Cornell University 2007 — 2007
Stony Brook University 1994 — 2002
BA in Economics and Business Management
Lee Oberlander McAdoo's TD Ameritrade Experience November 2013 - Present
Job Managing Director, Retail Engagement at TD Ameritrade
Industry Marketing and Advertising
Experience
TD Ameritrade November 2013 - Present
TD Ameritrade 2009 - November 2013
thinkorswim January 2009 - June 2009
Investools January 2007 - December 2008
Markitecture July 2005 - December 2006
Meredith July 2001 - July 2003
Forbes Magazine June 1999 - June 2001
Skills
Integrated Marketing, Online Marketing, Marketing, Financial Services, Segmentation, Direct Marketing, Analytics, Strategy, Competitive Analysis, Marketing Strategy, Digital Marketing, Strategic Partnerships, Business Strategy, Customer Acquisition
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Marketing and Management
McGill University 1994 — 1998
BA, English and Economics
TD Ameritrade November 2013 - Present
TD Ameritrade 2009 - November 2013
thinkorswim January 2009 - June 2009
Investools January 2007 - December 2008
Markitecture July 2005 - December 2006
Meredith July 2001 - July 2003
Forbes Magazine June 1999 - June 2001
Skills
Integrated Marketing, Online Marketing, Marketing, Financial Services, Segmentation, Direct Marketing, Analytics, Strategy, Competitive Analysis, Marketing Strategy, Digital Marketing, Strategic Partnerships, Business Strategy, Customer Acquisition
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Marketing and Management
McGill University 1994 — 1998
BA, English and Economics
Tamara Reingold Solomon's TD Ameritrade Experience January 2008 - December 2011
Job FP&A Manager at CT Corsearch
Industry Financial Services
Experience
Corsearch Wolters Kluwer Corporate Legal Services November 2013 - Present
TUDOR INVESTMENT CORPORATION January 2012 - August 2013
TD Ameritrade January 2008 - December 2011
TD Ameritrade May 2005 - January 2008
Cigna Healthcare July 2000 - July 2003
Skills
Investments, Financial Modeling, Risk Management, Management Consulting, Banking, Valuation, Management
Education
New York University - Leonard N. Stern School of Business 2003 — 2005
MBA, Information Systems, Finance & Management
Cornell University 1996 — 2000
BS, Business
Corsearch Wolters Kluwer Corporate Legal Services November 2013 - Present
TUDOR INVESTMENT CORPORATION January 2012 - August 2013
TD Ameritrade January 2008 - December 2011
TD Ameritrade May 2005 - January 2008
Cigna Healthcare July 2000 - July 2003
Skills
Investments, Financial Modeling, Risk Management, Management Consulting, Banking, Valuation, Management
Education
New York University - Leonard N. Stern School of Business 2003 — 2005
MBA, Information Systems, Finance & Management
Cornell University 1996 — 2000
BS, Business
Bruce Esrig's TD Ameritrade Experience October 2007 - February 2008
Job
Industry Information Services
Experience
Verizon Wireless April 2014 - Present
IxDA Northern NJ June 2007 - Present
Redbox Instant by Verizon January 2012 - March 2014
Verizon September 2011 - December 2011
EMC August 2010 - September 2011
Bintro April 2009 - July 2010
OCLC March 2008 - March 2009
TD Ameritrade October 2007 - February 2008
dita.xml.org 2005 - 2008
TD Ameritrade July 2007 - September 2007
Skills
Interaction Design, Data Modeling, Information Architecture, User Experience, Agile Methodologies, User-centered Design, Content Strategy, XML, Usability, Product Management, Requirements Analysis, Taxonomy, Mobile Devices, User Scenarios, Software Documentation, Integration, Databases, Business Analysis, Cross-functional Team..., Program Management
Education
Cornell University
MSE
Princeton University 1978 — 1984
1984
Verizon Wireless April 2014 - Present
IxDA Northern NJ June 2007 - Present
Redbox Instant by Verizon January 2012 - March 2014
Verizon September 2011 - December 2011
EMC August 2010 - September 2011
Bintro April 2009 - July 2010
OCLC March 2008 - March 2009
TD Ameritrade October 2007 - February 2008
dita.xml.org 2005 - 2008
TD Ameritrade July 2007 - September 2007
Skills
Interaction Design, Data Modeling, Information Architecture, User Experience, Agile Methodologies, User-centered Design, Content Strategy, XML, Usability, Product Management, Requirements Analysis, Taxonomy, Mobile Devices, User Scenarios, Software Documentation, Integration, Databases, Business Analysis, Cross-functional Team..., Program Management
Education
Cornell University
MSE
Princeton University 1978 — 1984
1984
Catherine Rivier's TD Ameritrade Experience July 2011 - April 2013
Job Statistical Data Analyst
Industry Information Technology and Services
Experience
Union Pacific Railroad April 2014 - Present
Carlson Rezidor Hotel Group April 2013 - April 2014
TD Ameritrade July 2011 - April 2013
West Interactive Corporation July 2011 - December 2011
West Interactive Corporation December 2006 - July 2011
Professional Research Consultants May 2003 - October 2006
Skills
SPSS, SQL, Tableau, R, SAS, Nexidia (Phonetic Audio..., Text Mining, C++, Visual Basic, Microsoft Office, IVR, Data Analysis, Survey Research, Series 7, Series 63, Call Centers, Data Mining, Business Intelligence, Predictive Modeling, Market Research, Statistics, Database Design, Forecasting, Dashboard, Analytics, Predictive Analytics, Data Modeling, Statistical Modeling
Education
University of Nebraska at Omaha 2011 — 2014
Master of Science, Mathematics
Creighton University 1998 — 2002
Bachelor of Science, Mathematics
Union Pacific Railroad April 2014 - Present
Carlson Rezidor Hotel Group April 2013 - April 2014
TD Ameritrade July 2011 - April 2013
West Interactive Corporation July 2011 - December 2011
West Interactive Corporation December 2006 - July 2011
Professional Research Consultants May 2003 - October 2006
Skills
SPSS, SQL, Tableau, R, SAS, Nexidia (Phonetic Audio..., Text Mining, C++, Visual Basic, Microsoft Office, IVR, Data Analysis, Survey Research, Series 7, Series 63, Call Centers, Data Mining, Business Intelligence, Predictive Modeling, Market Research, Statistics, Database Design, Forecasting, Dashboard, Analytics, Predictive Analytics, Data Modeling, Statistical Modeling
Education
University of Nebraska at Omaha 2011 — 2014
Master of Science, Mathematics
Creighton University 1998 — 2002
Bachelor of Science, Mathematics
Scott Jeffords's TD Ameritrade Experience November 2008 - June 2010
Job Supervisor at Scottrade
Industry Financial Services
Experience
Scottrade June 2010 - Present
TD Ameritrade November 2008 - June 2010
Fiserv Investment Support Services July 1996 - October 2008
The Bank of Boulder 1990 - September 1995
Education
Colorado State University 1988 — 1990
BA, Political Science
Point Loma College 1982 — 1984
Business Administration and Management, General
Scottrade June 2010 - Present
TD Ameritrade November 2008 - June 2010
Fiserv Investment Support Services July 1996 - October 2008
The Bank of Boulder 1990 - September 1995
Education
Colorado State University 1988 — 1990
BA, Political Science
Point Loma College 1982 — 1984
Business Administration and Management, General
Kenny Irick's TD Ameritrade Experience 2008 - 2011
Job Sr. Cloud Engineer at ViaWest
Industry Information Technology and Services
Experience
ViaWest October 2013 - Present
ViaWest October 2011 - October 2013
TD Ameritrade 2008 - 2011
Fiserv Investment Support Services 2002 - 2008
RESOURCES TRUST COMPANY January 1988 - January 2002
Resources Trust Company 1986 - 1988
Resources Trust Company 1983 - 1986
Skills
Virtualization, VMware, Cloud Computing, VMware ESX, System Administration, Software Development, vSphere, Technical Support, System Deployment, Troubleshooting, Disaster Recovery, Data Center, Servers, SQL, Active Directory, Unix, Windows
Education
Colorado State University 1982 — 1983
BS, Computer Science
ViaWest October 2013 - Present
ViaWest October 2011 - October 2013
TD Ameritrade 2008 - 2011
Fiserv Investment Support Services 2002 - 2008
RESOURCES TRUST COMPANY January 1988 - January 2002
Resources Trust Company 1986 - 1988
Resources Trust Company 1983 - 1986
Skills
Virtualization, VMware, Cloud Computing, VMware ESX, System Administration, Software Development, vSphere, Technical Support, System Deployment, Troubleshooting, Disaster Recovery, Data Center, Servers, SQL, Active Directory, Unix, Windows
Education
Colorado State University 1982 — 1983
BS, Computer Science
Greg Cimburek's TD Ameritrade Experience March 2008 - October 2012
Job Director, Advisor Services at Trust Company of America
Industry Financial Services
Experience
Trust Company of America April 2014 - Present
Trust Company of America April 2013 - April 2014
TD Ameritrade March 2008 - October 2012
Fiserv ISS April 1987 - March 2008
Skills
Team Building, Management, Leadership, Investments, Strategic Financial..., Quality Assurance, Customer Service, Finance, Analysis, Strategic Planning, Financial Analysis, Microsoft Office, Process Improvement, Risk Management, SDLC, New Business Development, Financial Planning, Portfolio Management, Training
Education
Colorado State University 1981 — 1985
BS, Business Administration-Finance
Trust Company of America April 2014 - Present
Trust Company of America April 2013 - April 2014
TD Ameritrade March 2008 - October 2012
Fiserv ISS April 1987 - March 2008
Skills
Team Building, Management, Leadership, Investments, Strategic Financial..., Quality Assurance, Customer Service, Finance, Analysis, Strategic Planning, Financial Analysis, Microsoft Office, Process Improvement, Risk Management, SDLC, New Business Development, Financial Planning, Portfolio Management, Training
Education
Colorado State University 1981 — 1985
BS, Business Administration-Finance
Jessica Qualteri's TD Ameritrade Experience January 2011 - Present
Job Stay at home mom
Industry Financial Services
Experience
Stay at home mom June 2014 - Present
TD Ameritrade January 2011 - Present
TD Ameritrade July 2007 - December 2010
Fiserv ISS 2005 - 2008
Skills
Series 7, Series 63, Portfolio Management
Education
Colorado State University 2001 — 2005
Stay at home mom June 2014 - Present
TD Ameritrade January 2011 - Present
TD Ameritrade July 2007 - December 2010
Fiserv ISS 2005 - 2008
Skills
Series 7, Series 63, Portfolio Management
Education
Colorado State University 2001 — 2005
Debra Bartling's TD Ameritrade Experience October 1999 - Present
Job Revenue Management Team Lead TD Ameritrade Trust Company
Industry Financial Services
Experience
TD Ameritrade October 1999 - Present
Education
Colorado Mesa University 1993 — 1997
TD Ameritrade October 1999 - Present
Education
Colorado Mesa University 1993 — 1997
Galina Brukman's TD Ameritrade Experience June 2011 - September 2013
Job IT Sourcing Manager at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters July 2014 - Present
JPMorgan Chase September 2013 - June 2014
TD Ameritrade June 2011 - September 2013
State of NY Metropolitan Transportation Authority March 2004 - June 2011
Skills
Contract Negotiation, Contract Management, Forecasting, SaaS, Sourcing, Purchasing, Strategic Sourcing, Process Improvement, Procurement, Cross-functional Team..., Vendor Management, Outsourcing, Business Process..., Supply Management
Education
Columbia University in the City of New York 1998 — 2002
BS, Computer Science
Brooklyn Tech
Thomson Reuters July 2014 - Present
JPMorgan Chase September 2013 - June 2014
TD Ameritrade June 2011 - September 2013
State of NY Metropolitan Transportation Authority March 2004 - June 2011
Skills
Contract Negotiation, Contract Management, Forecasting, SaaS, Sourcing, Purchasing, Strategic Sourcing, Process Improvement, Procurement, Cross-functional Team..., Vendor Management, Outsourcing, Business Process..., Supply Management
Education
Columbia University in the City of New York 1998 — 2002
BS, Computer Science
Brooklyn Tech
Ben Ganger's TD Ameritrade Experience December 2014 - July 2015
Job Manager Retail Strategy & Analytics, TD Ameritrade
Industry Capital Markets
Experience
TD Ameritrade December 2014 - July 2015
Citi 2011 - 2012
Mars & Co. 2010 - November 2011
Dialectic Capital May 2009 - August 2009
City of Redondo Beach 2006 - 2008
United States Peace Corps 2004 - 2005
Professional Securities & Advisory Services, LLC 2003 - 2004
Summit Financial Group, LLC/Raymond James (RJFS) 2000 - 2002
Arthur Andersen, LLP 1999 - 1999
Skills
Financial Modeling, Business Strategy, Strategy, Management Consulting, Start-ups, Finance, Investments, Business Development, Budgets, Business Process..., Strategic Planning, Business Planning, Strategic Financial..., Leadership, Management, Financial Analysis, Portfolio Management, Corporate Finance, Valuation, Managerial Finance
Education
Cornell University - Johnson Graduate School of Management 2008 — 2010
MBA
William & Mary 1995 — 1999
Bachelors, Business Finance
TD Ameritrade December 2014 - July 2015
Citi 2011 - 2012
Mars & Co. 2010 - November 2011
Dialectic Capital May 2009 - August 2009
City of Redondo Beach 2006 - 2008
United States Peace Corps 2004 - 2005
Professional Securities & Advisory Services, LLC 2003 - 2004
Summit Financial Group, LLC/Raymond James (RJFS) 2000 - 2002
Arthur Andersen, LLP 1999 - 1999
Skills
Financial Modeling, Business Strategy, Strategy, Management Consulting, Start-ups, Finance, Investments, Business Development, Budgets, Business Process..., Strategic Planning, Business Planning, Strategic Financial..., Leadership, Management, Financial Analysis, Portfolio Management, Corporate Finance, Valuation, Managerial Finance
Education
Cornell University - Johnson Graduate School of Management 2008 — 2010
MBA
William & Mary 1995 — 1999
Bachelors, Business Finance
Naydene Brickus's TD Ameritrade Experience April 2009 - March 2011
Job Big Data Project Manager
Industry Information Technology and Services
Experience
CSC - Computer Sciences Corporation October 2014 - Present
Bristol-Myers Squibb May 2012 - March 2014
Stronger Technology, LLC February 2012 - May 2012
IEEE June 2011 - February 2012
TD Ameritrade April 2009 - March 2011
Adobe Systems September 2008 - March 2009
Starwood Hotels April 2007 - February 2008
JPMorgan Chase April 1997 - April 2007
Lower East Side Tenement Museum 2005 - 2005
Skills
Agile, SOA, Business Analysis, Waterfall, Workflow Automation, Project Planning, Software Project..., Product Management, Project Finance, Quality Assurance, Testing, Visio, MS Project, MS Office Suite, Offshore Management, Matrix Management, Project Management, Agile Methodologies, Workflow, SDLC, Microsoft Office, PMO, Cross-functional Team..., Agile Project Management, Integration, Process Improvement, Databases, Management, Team Building, Program Management, Strategy, Enterprise Software, Project Portfolio..., CRM, Oracle, Leadership, Resource Management, Requirements Gathering, Access, Vendor Management, SQL, Security, SharePoint, Salesforce.com, Data Center, Business Process..., Business Intelligence, Business Process, PMP, Software Documentation
Education
Arts High School
Columbia University in the City of New York
Certificate
Pace University
CSC - Computer Sciences Corporation October 2014 - Present
Bristol-Myers Squibb May 2012 - March 2014
Stronger Technology, LLC February 2012 - May 2012
IEEE June 2011 - February 2012
TD Ameritrade April 2009 - March 2011
Adobe Systems September 2008 - March 2009
Starwood Hotels April 2007 - February 2008
JPMorgan Chase April 1997 - April 2007
Lower East Side Tenement Museum 2005 - 2005
Skills
Agile, SOA, Business Analysis, Waterfall, Workflow Automation, Project Planning, Software Project..., Product Management, Project Finance, Quality Assurance, Testing, Visio, MS Project, MS Office Suite, Offshore Management, Matrix Management, Project Management, Agile Methodologies, Workflow, SDLC, Microsoft Office, PMO, Cross-functional Team..., Agile Project Management, Integration, Process Improvement, Databases, Management, Team Building, Program Management, Strategy, Enterprise Software, Project Portfolio..., CRM, Oracle, Leadership, Resource Management, Requirements Gathering, Access, Vendor Management, SQL, Security, SharePoint, Salesforce.com, Data Center, Business Process..., Business Intelligence, Business Process, PMP, Software Documentation
Education
Arts High School
Columbia University in the City of New York
Certificate
Pace University
John Volk's TD Ameritrade Experience January 2015 - Present
Job Experienced Financial Services Professional
Industry Financial Services
Experience
TD Ameritrade January 2015 - Present
JP Morgan Chase May 2009 - April 2014
AXA Equitable August 2006 - March 2009
North Track Funds January 2006 - June 2006
Aquila Investment Management September 1998 - June 2005
New York Life Insurance Company 1994 - 1996
Skills
Investments, Relationship Management, Series 7, Series 63, Securities, Loans, Strategic Financial..., Life Insurance, Series 65, Equities, Asset Allocation, Fixed Annuities, Financial Services, Insurance, Mutual Funds, Wealth Management, Financial Analysis, Uniform Combined State..., Customer Satisfaction, Financial Advisory, Competitive Analysis, Risk Management, Sales, Capital Markets, Financial Planning, Variable Annuities, FINRA, Credit, Microsoft Office, Retirement Planning, Sales Operations, Portfolio Management, Investment Strategies, Microsoft Excel, Investment Advisory, Hedge Funds, Analysis, Finance, IRAs, Series 6, Small Business Lending, Bonds, Retirement, 401k
Education
College of Mount Saint Vincent 1989 — 1993
TD Ameritrade January 2015 - Present
JP Morgan Chase May 2009 - April 2014
AXA Equitable August 2006 - March 2009
North Track Funds January 2006 - June 2006
Aquila Investment Management September 1998 - June 2005
New York Life Insurance Company 1994 - 1996
Skills
Investments, Relationship Management, Series 7, Series 63, Securities, Loans, Strategic Financial..., Life Insurance, Series 65, Equities, Asset Allocation, Fixed Annuities, Financial Services, Insurance, Mutual Funds, Wealth Management, Financial Analysis, Uniform Combined State..., Customer Satisfaction, Financial Advisory, Competitive Analysis, Risk Management, Sales, Capital Markets, Financial Planning, Variable Annuities, FINRA, Credit, Microsoft Office, Retirement Planning, Sales Operations, Portfolio Management, Investment Strategies, Microsoft Excel, Investment Advisory, Hedge Funds, Analysis, Finance, IRAs, Series 6, Small Business Lending, Bonds, Retirement, 401k
Education
College of Mount Saint Vincent 1989 — 1993
Mike Serafino's TD Ameritrade Experience December 1995 - Present
Job Senior Application Architecture Consultant at TD Ameritrade
Industry Computer Software
Experience
TD Ameritrade December 1995 - Present
Automation Inc 1991 - 1995
Wang Laboratories 1982 - 1991
Veterans Administration 1981 - 1982
USAF 1976 - 1980
Skills
SOA, SDLC, Enterprise Architecture, Agile Methodologies, Software Project..., Unix, Solution Architecture, Requirements Analysis, Integration, Java Enterprise Edition, Oracle, Databases, Microsoft SQL Server, Linux, SQL, XML, Java, Software Development, Spring, Web Services, Unix Shell Scripting, DB2, Hibernate, Weblogic, Tomcat, UML, Websphere, Solaris, Ant, JMS, SOAP, PL/SQL, Perl, JSP, Spring Framework
Education
Creighton University 1991 — 1991
Computer Programming
University of Nebraska at Omaha 1976 — 1980
Chemistry
Community College of the US Air Force 1978 — 1980
Associates In Applied Computer Technology, Applied Computer Technology
Michigan State University 1974 — 1975
Chemistry, Computer Programming
TD Ameritrade December 1995 - Present
Automation Inc 1991 - 1995
Wang Laboratories 1982 - 1991
Veterans Administration 1981 - 1982
USAF 1976 - 1980
Skills
SOA, SDLC, Enterprise Architecture, Agile Methodologies, Software Project..., Unix, Solution Architecture, Requirements Analysis, Integration, Java Enterprise Edition, Oracle, Databases, Microsoft SQL Server, Linux, SQL, XML, Java, Software Development, Spring, Web Services, Unix Shell Scripting, DB2, Hibernate, Weblogic, Tomcat, UML, Websphere, Solaris, Ant, JMS, SOAP, PL/SQL, Perl, JSP, Spring Framework
Education
Creighton University 1991 — 1991
Computer Programming
University of Nebraska at Omaha 1976 — 1980
Chemistry
Community College of the US Air Force 1978 — 1980
Associates In Applied Computer Technology, Applied Computer Technology
Michigan State University 1974 — 1975
Chemistry, Computer Programming
Bogdan Nicolau's TD Ameritrade Experience March 2015 - Present
Job User Experience Manager at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade March 2015 - Present
J.P. Morgan March 2010 - March 2015
Saatchi & Saatchi Wellness June 2008 - February 2010
BusinessEdge January 2007 - April 2008
Enterpulse November 2004 - January 2007
Merrill Lynch March 2001 - October 2004
Plural July 2000 - January 2001
Donovan Data Systems March 1997 - July 2000
Skills
User Experience, Information Architecture, User Interface Design, Usability Testing, E-commerce, Content Strategy, User-centered Design, Digital Strategy, User Experience Design, Interaction Design, Business Analysis, JavaScript, Usability, Wireframes, User Research, User Interface, Experience Design
Education
Cornell University
TD Ameritrade March 2015 - Present
J.P. Morgan March 2010 - March 2015
Saatchi & Saatchi Wellness June 2008 - February 2010
BusinessEdge January 2007 - April 2008
Enterpulse November 2004 - January 2007
Merrill Lynch March 2001 - October 2004
Plural July 2000 - January 2001
Donovan Data Systems March 1997 - July 2000
Skills
User Experience, Information Architecture, User Interface Design, Usability Testing, E-commerce, Content Strategy, User-centered Design, Digital Strategy, User Experience Design, Interaction Design, Business Analysis, JavaScript, Usability, Wireframes, User Research, User Interface, Experience Design
Education
Cornell University
Don Fowler's TD Ameritrade Experience 2006 - 2007
Job Information Architect at Modis
Industry Information Technology and Services
Experience
Modis September 2013 - Present
Modis January 2009 - August 2013
Ajilon Consulting at International Financial Corporation April 2007 - December 2008
TD Ameritrade 2006 - 2007
Ajilon January 2005 - June 2006
Skills
Data Modeling, Data Warehousing, Erwin, ETL, Enterprise Architecture
Education
Columbia Union College
Business Administration and Management, General
Modis September 2013 - Present
Modis January 2009 - August 2013
Ajilon Consulting at International Financial Corporation April 2007 - December 2008
TD Ameritrade 2006 - 2007
Ajilon January 2005 - June 2006
Skills
Data Modeling, Data Warehousing, Erwin, ETL, Enterprise Architecture
Education
Columbia Union College
Business Administration and Management, General
Christopher L. Stevenson's TD Ameritrade Experience March 2004 - February 2012
Job Director at Deloitte & Touche LLP
Industry Financial Services
Experience
Deloitte & Touche LLP August 2015 - Present
Deloitte & Touche LLP May 2013 - Present
Vigilant, Inc. February 2012 - May 2013
TD Ameritrade March 2004 - February 2012
KCG Holdings, Inc. January 2006 - November 2006
ADP 2003 - 2004
New York Mercantile Exchange May 2001 - March 2003
Know-Ware Consulting June 2000 - May 2001
Skills
Trading Systems, Market Data, Electronic Trading, Agile Methodologies, Java, SQL, SDLC, Unix, Messaging, FPGA, Matlab, Xilinx ISE, Network Programming, RTL design, ModelSim, C/C++ STL, Low Latency Trading, Technical Leadership, Perl, Low Latency, Executive Management, UML, Subversion, Security, Software Development, Risk Management, Integration, Enterprise Architecture, SOA, Distributed Systems, Shell Scripting, IT Strategy, Program Management, Linux, Object Oriented Design, Software Project..., Software Engineering, Design Patterns
Education
New York University - Polytechnic School of Engineering 2009 — 2012
Master’s Degree
New York University - Polytechnic School of Engineering 2002 — 2005
Master’s Degree
Columbia University in the City of New York 1996 — 1998
George Mason University
Bachelor’s Degree
Deloitte & Touche LLP August 2015 - Present
Deloitte & Touche LLP May 2013 - Present
Vigilant, Inc. February 2012 - May 2013
TD Ameritrade March 2004 - February 2012
KCG Holdings, Inc. January 2006 - November 2006
ADP 2003 - 2004
New York Mercantile Exchange May 2001 - March 2003
Know-Ware Consulting June 2000 - May 2001
Skills
Trading Systems, Market Data, Electronic Trading, Agile Methodologies, Java, SQL, SDLC, Unix, Messaging, FPGA, Matlab, Xilinx ISE, Network Programming, RTL design, ModelSim, C/C++ STL, Low Latency Trading, Technical Leadership, Perl, Low Latency, Executive Management, UML, Subversion, Security, Software Development, Risk Management, Integration, Enterprise Architecture, SOA, Distributed Systems, Shell Scripting, IT Strategy, Program Management, Linux, Object Oriented Design, Software Project..., Software Engineering, Design Patterns
Education
New York University - Polytechnic School of Engineering 2009 — 2012
Master’s Degree
New York University - Polytechnic School of Engineering 2002 — 2005
Master’s Degree
Columbia University in the City of New York 1996 — 1998
George Mason University
Bachelor’s Degree
Larry Nazarenus's TD Ameritrade Experience October 2009 - October 2011
Job Financial Advisor, CUSO Financial Services LP at Partner Coloardo Credit Union
Industry Financial Services
Experience
Partner Colorado Credit Union June 2011 - Present
TD Ameritrade October 2009 - October 2011
Edward Jones September 2005 - September 2009
Skills
Financial Planning, Retirement Planning, Investments, Financial Advisory, Portfolio Management, Equities, Salesforce.com, Asset Management, Financial Services, Finance, Series 7, Mutual Funds, Wealth
Education
Colorado State University 1987 — 1992
Bachelor of Science, Pyschology
Partner Colorado Credit Union June 2011 - Present
TD Ameritrade October 2009 - October 2011
Edward Jones September 2005 - September 2009
Skills
Financial Planning, Retirement Planning, Investments, Financial Advisory, Portfolio Management, Equities, Salesforce.com, Asset Management, Financial Services, Finance, Series 7, Mutual Funds, Wealth
Education
Colorado State University 1987 — 1992
Bachelor of Science, Pyschology
Wayne Windholz's TD Ameritrade Experience June 2014 - Present
Job Investment Consultant at TD Ameritrade
Industry Investment Banking
Experience
TD Ameritrade June 2014 - Present
TD Ameritrade February 2013 - June 2014
Access National Mortgage March 2009 - February 2013
Aurora Loan Services a Lehman Brothers Company 2006 - 2008
Aurora Loan Services a Lehman Brothers Company 2006 - 2008
Central Mortgage Solutions February 2005 - December 2007
Skills
Loans, Investment Properties, Mortgage Lending, Refinance, Mortgage Banking, Residential Homes, FHA, Residential Mortgages, Loan Origination, Purchase, Mortgage, FHA financing, Investments, VA loans, Retirement Planning, Stock Market, Government Bonds, Municipal Bonds, Mutual Funds, ETFs, Portfolio Management, Options Strategies, Futures Trading, Direct Sales
Education
Metropolitan State College of Denver 2000 — 2001
Business, Management, Marketing, and Related Support Services
Colorado State University 1998 — 2000
Business, Management, Marketing, and Related Support Services
TD Ameritrade June 2014 - Present
TD Ameritrade February 2013 - June 2014
Access National Mortgage March 2009 - February 2013
Aurora Loan Services a Lehman Brothers Company 2006 - 2008
Aurora Loan Services a Lehman Brothers Company 2006 - 2008
Central Mortgage Solutions February 2005 - December 2007
Skills
Loans, Investment Properties, Mortgage Lending, Refinance, Mortgage Banking, Residential Homes, FHA, Residential Mortgages, Loan Origination, Purchase, Mortgage, FHA financing, Investments, VA loans, Retirement Planning, Stock Market, Government Bonds, Municipal Bonds, Mutual Funds, ETFs, Portfolio Management, Options Strategies, Futures Trading, Direct Sales
Education
Metropolitan State College of Denver 2000 — 2001
Business, Management, Marketing, and Related Support Services
Colorado State University 1998 — 2000
Business, Management, Marketing, and Related Support Services
Kalinda Reeves's TD Ameritrade Experience January 2011 - Present
Job Sr. Technical & Engineering Writer, Technical Editor, Documentation Management
Industry Writing and Editing
Experience
TD Ameritrade January 2011 - Present
GamePlan Technologies March 2010 - November 2010
West Corporation April 2009 - November 2009
First Data Corporation September 2007 - February 2009
Omnium Worldwide 2006 - 2007
BigSky Technical Writers Group December 1993 - 2006
ManTech IS&T 1990 - 1994
Space Systems Loral 1988 - 1990
Allied Signal 1984 - 1988
United States Air Force 1980 - 1984
Skills
Vendor Management, Software Documentation, Technical Writing, Business Analysis, SDLC, Process Improvement, Training, Management, Troubleshooting, Quality Assurance, SharePoint, Testing, Integration
Education
Community College of the Air Force 1980 — 1984
; Electronic Engineering and Technologies
HACC, Central Pennsylvania's Community College
Communications Arts, English Grammar and Composition
TD Ameritrade January 2011 - Present
GamePlan Technologies March 2010 - November 2010
West Corporation April 2009 - November 2009
First Data Corporation September 2007 - February 2009
Omnium Worldwide 2006 - 2007
BigSky Technical Writers Group December 1993 - 2006
ManTech IS&T 1990 - 1994
Space Systems Loral 1988 - 1990
Allied Signal 1984 - 1988
United States Air Force 1980 - 1984
Skills
Vendor Management, Software Documentation, Technical Writing, Business Analysis, SDLC, Process Improvement, Training, Management, Troubleshooting, Quality Assurance, SharePoint, Testing, Integration
Education
Community College of the Air Force 1980 — 1984
; Electronic Engineering and Technologies
HACC, Central Pennsylvania's Community College
Communications Arts, English Grammar and Composition
Nicola Hartery-Sampers's TD Ameritrade Experience April 2011 - Present
Job Senior Manager, Marketing, TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade April 2011 - Present
Hartery Consulting LLC April 2010 - May 2011
Pershing LLC October 2008 - March 2010
SFI Advisors LLC May 2003 - September 2008
SoundView Technology Group September 2001 - June 2002
Credit Suisse March 1999 - May 2001
Merrill Lynch Private Client Group September 1997 - March 1999
Education
Montclair State University 1999 — 2003
BA, Fine Arts - Graphic Design
Columbia University - Columbia Business School 2000 — 2001
Credit Suisse Equity Capital Markets Program, Corporate Finance
Davidson College 1993 — 1997
BA, Economics
National University of Ireland, Galway 1996 — 1996
Regional and European Union Economics
Scuola Lorenzo de' Medici - Institute of Italian Studies 1995 — 1995
Fine Arts and Italian
Charlotte Country Day School
TD Ameritrade April 2011 - Present
Hartery Consulting LLC April 2010 - May 2011
Pershing LLC October 2008 - March 2010
SFI Advisors LLC May 2003 - September 2008
SoundView Technology Group September 2001 - June 2002
Credit Suisse March 1999 - May 2001
Merrill Lynch Private Client Group September 1997 - March 1999
Education
Montclair State University 1999 — 2003
BA, Fine Arts - Graphic Design
Columbia University - Columbia Business School 2000 — 2001
Credit Suisse Equity Capital Markets Program, Corporate Finance
Davidson College 1993 — 1997
BA, Economics
National University of Ireland, Galway 1996 — 1996
Regional and European Union Economics
Scuola Lorenzo de' Medici - Institute of Italian Studies 1995 — 1995
Fine Arts and Italian
Charlotte Country Day School
David C. Ligan, CFP®'s TD Ameritrade Experience November 2007 - October 2012
Job Regional Planning Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Fidelity Investments October 2012 - August 2015
TD Ameritrade November 2007 - October 2012
Fifth Third Securities September 2005 - November 2007
Fifth Third Securities March 2003 - September 2005
Charles Schwab & Co., Inc. December 1992 - March 2003
PaineWebber January 1992 - December 1992
Olde Discount Corporation June 1991 - December 1991
Education
Colorado State University 2007 — 2011
Masters of Business Administration, MBA
Michigan State University 1987 — 1991
Financial Administration, Finance / Business
Fidelity Investments August 2015 - Present
Fidelity Investments October 2012 - August 2015
TD Ameritrade November 2007 - October 2012
Fifth Third Securities September 2005 - November 2007
Fifth Third Securities March 2003 - September 2005
Charles Schwab & Co., Inc. December 1992 - March 2003
PaineWebber January 1992 - December 1992
Olde Discount Corporation June 1991 - December 1991
Education
Colorado State University 2007 — 2011
Masters of Business Administration, MBA
Michigan State University 1987 — 1991
Financial Administration, Finance / Business
Baljinder Samrai's TD Ameritrade Experience June 2014 - Present
Job CMDB/ITSM Consultant at TD Ameritrade
Industry Computer Software
Experience
TD Ameritrade June 2014 - Present
Cogeco Cable March 2014 - May 2014
City of Winnipeg November 2013 - March 2014
Ericsson September 2013 - November 2013
TELUS March 2012 - August 2013
Kraft Foods November 2011 - March 2012
Research In Motion February 2011 - November 2011
Research In Motion September 2010 - February 2011
Softential March 2010 - September 2010
Vonage USA March 2010 - September 2010
Skills
ITIL, IT Service Management, Integration, Requirements Analysis, Business Process, Unix, Requirements Gathering, CMDB, BMC Remedy, Incident Management, Business Analysis, Software Documentation, Oracle, Service Desk, Microsoft SQL Server, Process Improvement, Release Management, Change Management, Problem Management, Linux, Project Management, Service Management
Education
Concordia University 1990 — 1993
Bachelor of Computer Science, Computer Science
Concordia University 1989 — 1993
Bachelor Computer Science, Systems Architecture
TD Ameritrade June 2014 - Present
Cogeco Cable March 2014 - May 2014
City of Winnipeg November 2013 - March 2014
Ericsson September 2013 - November 2013
TELUS March 2012 - August 2013
Kraft Foods November 2011 - March 2012
Research In Motion February 2011 - November 2011
Research In Motion September 2010 - February 2011
Softential March 2010 - September 2010
Vonage USA March 2010 - September 2010
Skills
ITIL, IT Service Management, Integration, Requirements Analysis, Business Process, Unix, Requirements Gathering, CMDB, BMC Remedy, Incident Management, Business Analysis, Software Documentation, Oracle, Service Desk, Microsoft SQL Server, Process Improvement, Release Management, Change Management, Problem Management, Linux, Project Management, Service Management
Education
Concordia University 1990 — 1993
Bachelor of Computer Science, Computer Science
Concordia University 1989 — 1993
Bachelor Computer Science, Systems Architecture
Noah Gaynor's TD Ameritrade Experience October 2013 - Present
Job Sr. Analyst at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2013 - Present
TD Ameritrade February 2012 - October 2013
AMR Capital Trading March 2011 - February 2012
Robert Levine, CFA June 2010 - February 2011
Lehman Brothers Holdings, Inc. May 2009 - August 2009
Nomura Corporate Research and Asset Management June 2008 - August 2008
Skills
VBA, Financial Modeling, Bloomberg, C#, .NET, SQL, Python, Algorithmic Trading, Process Improvement, Derivatives, Microsoft Excel, Capital Markets, Analysis
Education
Cornell University 2006 — 2010
B.S., Hotel Administration
TD Ameritrade October 2013 - Present
TD Ameritrade February 2012 - October 2013
AMR Capital Trading March 2011 - February 2012
Robert Levine, CFA June 2010 - February 2011
Lehman Brothers Holdings, Inc. May 2009 - August 2009
Nomura Corporate Research and Asset Management June 2008 - August 2008
Skills
VBA, Financial Modeling, Bloomberg, C#, .NET, SQL, Python, Algorithmic Trading, Process Improvement, Derivatives, Microsoft Excel, Capital Markets, Analysis
Education
Cornell University 2006 — 2010
B.S., Hotel Administration
Dayton Daberkow's TD Ameritrade Experience May 2008 - August 2008
Job Sales Manager Food Ingredients at CHS
Industry Food Production
Experience
CHS February 2012 - Present
Solbar Industries Ltd July 2010 - December 2012
Solbar Industries Ltd January 2009 - August 2010
TD Ameritrade May 2008 - August 2008
State of Nebraska January 2008 - May 2008
Newmont Mining Corporation May 2007 - August 2007
Skills
Sales, Sales Management, Direct Sales, Customer Service, Food, Product Development, Food Industry, New Business Development, Sales Operations, Account Management, Marketing Strategy, Purchasing, Negotiation, Key Account Management, International Sales, Business Planning, CRM
Education
Concordia University-Seward 2005 — 2009
Bachelor of Business Administration (BBA) - 3.94 GPA
Concordia University, Nebraska 2005 — 2009
Bachelor of Arts, Communications - Interpersonal
CHS February 2012 - Present
Solbar Industries Ltd July 2010 - December 2012
Solbar Industries Ltd January 2009 - August 2010
TD Ameritrade May 2008 - August 2008
State of Nebraska January 2008 - May 2008
Newmont Mining Corporation May 2007 - August 2007
Skills
Sales, Sales Management, Direct Sales, Customer Service, Food, Product Development, Food Industry, New Business Development, Sales Operations, Account Management, Marketing Strategy, Purchasing, Negotiation, Key Account Management, International Sales, Business Planning, CRM
Education
Concordia University-Seward 2005 — 2009
Bachelor of Business Administration (BBA) - 3.94 GPA
Concordia University, Nebraska 2005 — 2009
Bachelor of Arts, Communications - Interpersonal
Sarah Hahs's TD Ameritrade Experience February 2010 - October 2011
Job Team Manager IBS Advisor Relations at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional October 2013 - Present
TD Ameritrade Institutional November 2012 - October 2013
TD Ameritrade Institutional October 2011 - November 2012
TD Ameritrade February 2010 - October 2011
TD Ameritrade October 2008 - February 2010
TD Ameritrade August 2007 - October 2008
TD Ameritrade October 2005 - August 2007
Fidelity Investments June 2005 - October 2005
Plains Capital Bank February 2005 - June 2005
LVR Carpet Center May 2004 - November 2004
Skills
Securities, Series 7, Series 63, Financial Services, Investments, Relationship Management, Uniform Combined State..., Mutual Funds, Series 24, Finance, Banking, FINRA, Vendor Management, Investment Advisory, Asset Allocation, Wealth Management, Risk Management, Call Centers, Options, Portfolio Management, Equities, Trading, Retirement Planning, Business Process..., Needs Analysis, Content Development, Strategic Financial..., Asset Managment, Asset Management, Quality Management, Cross-functional Team...
Education
Colorado Technical University 2008 — 2010
MBA, Finanace
Texas Tech University 2002 — 2004
BA, Economics
TD Ameritrade Institutional October 2013 - Present
TD Ameritrade Institutional November 2012 - October 2013
TD Ameritrade Institutional October 2011 - November 2012
TD Ameritrade February 2010 - October 2011
TD Ameritrade October 2008 - February 2010
TD Ameritrade August 2007 - October 2008
TD Ameritrade October 2005 - August 2007
Fidelity Investments June 2005 - October 2005
Plains Capital Bank February 2005 - June 2005
LVR Carpet Center May 2004 - November 2004
Skills
Securities, Series 7, Series 63, Financial Services, Investments, Relationship Management, Uniform Combined State..., Mutual Funds, Series 24, Finance, Banking, FINRA, Vendor Management, Investment Advisory, Asset Allocation, Wealth Management, Risk Management, Call Centers, Options, Portfolio Management, Equities, Trading, Retirement Planning, Business Process..., Needs Analysis, Content Development, Strategic Financial..., Asset Managment, Asset Management, Quality Management, Cross-functional Team...
Education
Colorado Technical University 2008 — 2010
MBA, Finanace
Texas Tech University 2002 — 2004
BA, Economics
Deen Albert's TD Ameritrade Experience June 1999 - January 2000
Job Branch Manager at ABF Freight
Industry Transportation/Trucking/Railroad
Experience
ABF Freight November 2014 - Present
POBLO October 2014 - Present
ABF Freight System March 2011 - November 2014
ABF Freight System October 2008 - March 2011
ABF Freight System November 2005 - October 2008
ABF Freight System December 2004 - November 2005
ABF Freight System, Inc. May 2001 - December 2004
ABF Freight System Inc. May 2000 - May 2001
ABF Freight System Inc. January 2000 - May 2000
TD Ameritrade June 1999 - January 2000
Skills
Transportation, Management, Sales, Organizational Diagnosis, Organizational..., LTL, Transportation..., Leadership, Logistics, 3PL, Trucking, Logistics Management, Container, Flatbed, Air Freight, Brand Management, Freight, Truckload
Education
Concordia University, Nebraska 1995 — 1999
BS, Business Administration
Millard South
Millard South
Millard South
Millard South
ABF Freight November 2014 - Present
POBLO October 2014 - Present
ABF Freight System March 2011 - November 2014
ABF Freight System October 2008 - March 2011
ABF Freight System November 2005 - October 2008
ABF Freight System December 2004 - November 2005
ABF Freight System, Inc. May 2001 - December 2004
ABF Freight System Inc. May 2000 - May 2001
ABF Freight System Inc. January 2000 - May 2000
TD Ameritrade June 1999 - January 2000
Skills
Transportation, Management, Sales, Organizational Diagnosis, Organizational..., LTL, Transportation..., Leadership, Logistics, 3PL, Trucking, Logistics Management, Container, Flatbed, Air Freight, Brand Management, Freight, Truckload
Education
Concordia University, Nebraska 1995 — 1999
BS, Business Administration
Millard South
Millard South
Millard South
Millard South
Deseré Johns's TD Ameritrade Experience January 2007 - April 2011
Job Team Manager, Participant Services, TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2007 - April 2011
TD Ameritrade September 2003 - January 2007
Mutual of Omaha January 2003 - July 2003
Skills
Series 7, Series 63, Series 24, Coaching, Call Centers, Financial Services, FINRA, Fixed Annuities, Investments, Management
Education
University of Nebraska at Omaha 1998 — 2002
BA, Speech Communication
College of Saint Benedict 1996 — 1998
TD Ameritrade January 2007 - April 2011
TD Ameritrade September 2003 - January 2007
Mutual of Omaha January 2003 - July 2003
Skills
Series 7, Series 63, Series 24, Coaching, Call Centers, Financial Services, FINRA, Fixed Annuities, Investments, Management
Education
University of Nebraska at Omaha 1998 — 2002
BA, Speech Communication
College of Saint Benedict 1996 — 1998
Monica Dugan, CFP(R)'s TD Ameritrade Experience March 2011 - February 2014
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
TD Ameritrade March 2011 - February 2014
TD Ameritrade -Burlington May 2009 - February 2011
Ameriprise Financial Services, Inc. December 2007 - March 2009
Ameriprise Financial Services, Inc. February 2007 - December 2007
Ameriprise Financial Services, Inc. November 2001 - January 2007
Skills
Series 24, Series 7, Wealth Management...
Education
Cornell University
Fidelity Investments March 2014 - Present
TD Ameritrade March 2011 - February 2014
TD Ameritrade -Burlington May 2009 - February 2011
Ameriprise Financial Services, Inc. December 2007 - March 2009
Ameriprise Financial Services, Inc. February 2007 - December 2007
Ameriprise Financial Services, Inc. November 2001 - January 2007
Skills
Series 24, Series 7, Wealth Management...
Education
Cornell University
Tim Ebert's TD Ameritrade Experience January 2009 - May 2009
Job Director of Development at CommVergent Technologies
Industry Information Technology and Services
Experience
CommVergent Technologies July 2015 - Present
Utilimap Corporation September 2010 - June 2015
Harris Bank May 2010 - October 2010
Buckingham Asset Management October 2009 - May 2010
Fidelity June 2009 - October 2009
Realtime Results May 2009 - June 2009
TD Ameritrade January 2009 - May 2009
Buckingham Asset Management July 2003 - November 2008
The Keystone Partnership April 2003 - July 2003
Digital Consulting & Software Services November 1999 - March 2003
Skills
ASP.NET, C#, .NET, Visual Studio, VB.NET, XML, Web Services, T-SQL, AJAX, SQL, JavaScript, ASP, Database Design, Visio, HTML, Web Applications, Visual Basic, IIS, Databases, Microsoft SQL Server, Requirements Analysis, VBScript
Education
Columbia College 1997 — 1999
BS, Computer Information Systems
St. Louis Community College at Florissant Valley 1991 — 1993
Associates, Chemical Technology
CommVergent Technologies July 2015 - Present
Utilimap Corporation September 2010 - June 2015
Harris Bank May 2010 - October 2010
Buckingham Asset Management October 2009 - May 2010
Fidelity June 2009 - October 2009
Realtime Results May 2009 - June 2009
TD Ameritrade January 2009 - May 2009
Buckingham Asset Management July 2003 - November 2008
The Keystone Partnership April 2003 - July 2003
Digital Consulting & Software Services November 1999 - March 2003
Skills
ASP.NET, C#, .NET, Visual Studio, VB.NET, XML, Web Services, T-SQL, AJAX, SQL, JavaScript, ASP, Database Design, Visio, HTML, Web Applications, Visual Basic, IIS, Databases, Microsoft SQL Server, Requirements Analysis, VBScript
Education
Columbia College 1997 — 1999
BS, Computer Information Systems
St. Louis Community College at Florissant Valley 1991 — 1993
Associates, Chemical Technology
Bradley McCarty's TD Ameritrade Experience April 2013 - Present
Job Senior Specialist: Retail Trading at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade April 2013 - Present
TD Ameritrade/thinkorswim November 2012 - Present
thinkorswim July 2010 - November 2012
DROWST July 2007 - May 2008
Susquehanna International Group April 2001 - January 2007
Susquehanna International Group September 1999 - April 2001
CBOE 1998 - 1999
Skills
Options, Futures, FX, Series 7, Series 63, Series 3, Series 34, Series 4, Series 24, Trading, Derivatives, FINRA, Portfolio Management, Electronic Trading, Equities, Equity Derivatives, Trading Systems, Securities, Financial Markets, Trading Strategies, Proprietary Trading, Hedging
Education
DeVry 2008 — 2010
Technical Management, Computer Programming
Columbia College Chicago 1992 — 1996
BA, Film/Video
TD Ameritrade April 2013 - Present
TD Ameritrade/thinkorswim November 2012 - Present
thinkorswim July 2010 - November 2012
DROWST July 2007 - May 2008
Susquehanna International Group April 2001 - January 2007
Susquehanna International Group September 1999 - April 2001
CBOE 1998 - 1999
Skills
Options, Futures, FX, Series 7, Series 63, Series 3, Series 34, Series 4, Series 24, Trading, Derivatives, FINRA, Portfolio Management, Electronic Trading, Equities, Equity Derivatives, Trading Systems, Securities, Financial Markets, Trading Strategies, Proprietary Trading, Hedging
Education
DeVry 2008 — 2010
Technical Management, Computer Programming
Columbia College Chicago 1992 — 1996
BA, Film/Video
Tim Blotzer's TD Ameritrade Experience 2005 - May 2012
Job Owner Blotzer & Associates
Industry Investment Management
Experience
Blotzer & Associates August 1998 - Present
www.condorcash.com 2014 - April 2015
Incometrader.com November 2013 - April 2015
IncomeTrader.com 2013 - April 2015
Options University Group June 2012 - August 2013
Investools by TD Ameritrade February 2005 - May 2012
TD Ameritrade 2005 - May 2012
The Luggage Center February 1999 - February 2002
PetSmart August 1996 - January 1999
MacFrugals (Pic N Save/Big Lots) January 1992 - July 1996
Skills
Sales, Trading, Investments, Team Building, Options Strategies, Options, Leadership Development, Coaching, Training, Risk Management, Strategic Planning, Public Speaking, Technical Analysis, Organizational..., Business Development, Business Strategy, Leadership, Sales Management, Start-ups, Executive Management, Entrepreneurship, Securities, Team Leadership, Stocks, Financial Markets, Writing, Budgets, Equities, Time Management, Advertising, Customer Service, New Business Development, Marketing, Portfolio Management, Stock Trading, Project Management, Small Business, Management, Investment Strategies, Trading Strategies, FINRA, ETFs, Problem Solving, Loss Prevention, Human Resources, Team Management, Master Scheduling, Inventory Control
Education
University of Southern California-Marshall School of Business 1982 — 1983
Food Industry Management
San Francisco State University 1973 — 1981
B.S., Personnel and Industrial Relations
Contra Costa College 1970 — 1972
A.A
Salesian High School 1966 — 1970
St. Patricks 1959 — 1966
Blotzer & Associates August 1998 - Present
www.condorcash.com 2014 - April 2015
Incometrader.com November 2013 - April 2015
IncomeTrader.com 2013 - April 2015
Options University Group June 2012 - August 2013
Investools by TD Ameritrade February 2005 - May 2012
TD Ameritrade 2005 - May 2012
The Luggage Center February 1999 - February 2002
PetSmart August 1996 - January 1999
MacFrugals (Pic N Save/Big Lots) January 1992 - July 1996
Skills
Sales, Trading, Investments, Team Building, Options Strategies, Options, Leadership Development, Coaching, Training, Risk Management, Strategic Planning, Public Speaking, Technical Analysis, Organizational..., Business Development, Business Strategy, Leadership, Sales Management, Start-ups, Executive Management, Entrepreneurship, Securities, Team Leadership, Stocks, Financial Markets, Writing, Budgets, Equities, Time Management, Advertising, Customer Service, New Business Development, Marketing, Portfolio Management, Stock Trading, Project Management, Small Business, Management, Investment Strategies, Trading Strategies, FINRA, ETFs, Problem Solving, Loss Prevention, Human Resources, Team Management, Master Scheduling, Inventory Control
Education
University of Southern California-Marshall School of Business 1982 — 1983
Food Industry Management
San Francisco State University 1973 — 1981
B.S., Personnel and Industrial Relations
Contra Costa College 1970 — 1972
A.A
Salesian High School 1966 — 1970
St. Patricks 1959 — 1966
Jeff Kuxhausen's TD Ameritrade Experience Government Administration ProfessionalWestinghouse - Savannah River Nuclear SiteAugust 2009 - July 2010
Job Government Administration Professional
Industry Government Administration
Experience
TD Ameritrade Government Administration ProfessionalWestinghouse - Savannah River Nuclear SiteAugust 2009 - July 2010
Education
Concord Law School - Kaplan University
JD, Law
TD Ameritrade Government Administration ProfessionalWestinghouse - Savannah River Nuclear SiteAugust 2009 - July 2010
Education
Concord Law School - Kaplan University
JD, Law
Ronald Goldgewert's TD Ameritrade Experience February 2008 - November 2014
Job Director of Wealth Management Strategy at UBS
Industry Banking
Experience
UBS September 2015 - Present
TD Ameritrade February 2008 - November 2014
JPMorgan Chase April 2002 - February 2008
Booz Allen Hamilton August 1996 - June 2001
Skills
Strategy, Business Strategy, Business Analysis, Competitive Analysis, Strategic Planning, Equities, Financial Modeling, Securities, Financial Services, Investments, Series 7, Financial Analysis, Series 63, Valuation, Analytics, Customer Segmentation..., Segmentation, business pla, Analysis, busin, Management Consulting, Business Process..., Fixed Income, Portfolio Management, Cross-functional Team..., Management, Leadership, Consulting, Predictive Modeling
Education
University of Pennsylvania - The Wharton School 1994 — 1996
Master of Business Administration (MBA), Strategy and Finance
Cornell University 1986 — 1990
BS and BA, Operations Research and Industrial Engineering (BS) and Economics (BA)
UBS September 2015 - Present
TD Ameritrade February 2008 - November 2014
JPMorgan Chase April 2002 - February 2008
Booz Allen Hamilton August 1996 - June 2001
Skills
Strategy, Business Strategy, Business Analysis, Competitive Analysis, Strategic Planning, Equities, Financial Modeling, Securities, Financial Services, Investments, Series 7, Financial Analysis, Series 63, Valuation, Analytics, Customer Segmentation..., Segmentation, business pla, Analysis, busin, Management Consulting, Business Process..., Fixed Income, Portfolio Management, Cross-functional Team..., Management, Leadership, Consulting, Predictive Modeling
Education
University of Pennsylvania - The Wharton School 1994 — 1996
Master of Business Administration (MBA), Strategy and Finance
Cornell University 1986 — 1990
BS and BA, Operations Research and Industrial Engineering (BS) and Economics (BA)
Brian Fibiger's TD Ameritrade Experience February 2004 - September 2013
Job Compliance Associate at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services June 2015 - Present
First Command Financial Services April 2014 - May 2015
Thrivent Financial for Lutherans October 2013 - March 2014
TD Ameritrade February 2004 - September 2013
Skills
Series 24, Series 7, Series 66, Life Insurance, Health Insurance, Accident Insurance, Investments, Uniform Combined State..., Financial Services
Education
Concordia University-Wisconsin 1991 — 1995
BA, Elementary Education
First Command Financial Services June 2015 - Present
First Command Financial Services April 2014 - May 2015
Thrivent Financial for Lutherans October 2013 - March 2014
TD Ameritrade February 2004 - September 2013
Skills
Series 24, Series 7, Series 66, Life Insurance, Health Insurance, Accident Insurance, Investments, Uniform Combined State..., Financial Services
Education
Concordia University-Wisconsin 1991 — 1995
BA, Elementary Education
Lynne Ward's TD Ameritrade Experience January 2012 - Present
Job HR Business Partner at TD Ameritrade
Industry Publishing
Experience
TD Ameritrade January 2012 - Present
Elsevier February 2003 - January 2012
Elsevier August 1998 - February 2003
Parker Hannifin April 1994 - July 1998
Infonet Services Corporation January 1990 - March 1994
Skills
Compensation, Onboarding, Succession Planning, Employee Relations, Talent Management, Performance Management, Change Management, HR Strategy, Coaching, Talent Acquisition, Mergers, Deferred Compensation
Education
Cornell University
BS, Industrial & Labor Relations
University of Maryland College Park
M.Ed., Counseling & Personnel Services
TD Ameritrade January 2012 - Present
Elsevier February 2003 - January 2012
Elsevier August 1998 - February 2003
Parker Hannifin April 1994 - July 1998
Infonet Services Corporation January 1990 - March 1994
Skills
Compensation, Onboarding, Succession Planning, Employee Relations, Talent Management, Performance Management, Change Management, HR Strategy, Coaching, Talent Acquisition, Mergers, Deferred Compensation
Education
Cornell University
BS, Industrial & Labor Relations
University of Maryland College Park
M.Ed., Counseling & Personnel Services
Jeanne Juricka's TD Ameritrade Experience January 2010 - Present
Job Financial Services Professional
Industry Financial Services
Experience
TD Ameritrade January 2010 - Present
Skills
Mutual Funds, Series 63, Retirement Planning, Equities, Wealth Management, Investments, Strategic Financial..., Public Speaking, Customer Service, Financial Analysis, Salesforce.com, Sales, Insurance, Fixed Income, Microsoft Excel, Asset Allocation, Leadership, Team Building, Portfolio Management, Series 7, Series 66
Education
Columbia College Chicago
TD Ameritrade January 2010 - Present
Skills
Mutual Funds, Series 63, Retirement Planning, Equities, Wealth Management, Investments, Strategic Financial..., Public Speaking, Customer Service, Financial Analysis, Salesforce.com, Sales, Insurance, Fixed Income, Microsoft Excel, Asset Allocation, Leadership, Team Building, Portfolio Management, Series 7, Series 66
Education
Columbia College Chicago
Tim Frawley's TD Ameritrade Experience January 2010 - May 2011
Job Sales Professional
Industry Financial Services
Experience
TD Ameritrade January 2010 - May 2011
WACHOVIA: A WELLS FARGO COMPANY October 2008 - October 2009
WACHOVIA SECURITIES August 2005 - October 2008
New York Life Insurance Company July 2004 - April 2005
Education
College of the Holy Cross 1999 — 2003
Bachelor of Arts (BA), History
Chaminade High School 1995 — 1999
TD Ameritrade January 2010 - May 2011
WACHOVIA: A WELLS FARGO COMPANY October 2008 - October 2009
WACHOVIA SECURITIES August 2005 - October 2008
New York Life Insurance Company July 2004 - April 2005
Education
College of the Holy Cross 1999 — 2003
Bachelor of Arts (BA), History
Chaminade High School 1995 — 1999
Jonathan Fersh's TD Ameritrade Experience February 2012 - Present
Job Compensation Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade February 2012 - Present
TD Ameritrade May 2009 - February 2012
Morgan Stanley 2007 - 2009
Skills
HRIS, Talent Management, PowerPoint, Performance Management, Talent Acquisition, Executive Pay
Education
Cornell University 2005 — 2007
BS, Industrial & Labor Relations
TD Ameritrade February 2012 - Present
TD Ameritrade May 2009 - February 2012
Morgan Stanley 2007 - 2009
Skills
HRIS, Talent Management, PowerPoint, Performance Management, Talent Acquisition, Executive Pay
Education
Cornell University 2005 — 2007
BS, Industrial & Labor Relations
Adam Dubrow's TD Ameritrade Experience June 2010 - September 2010
Job Analytics Supervisor at Crossix Solutions
Industry Marketing and Advertising
Experience
Crossix Solutions March 2013 - Present
Crossix Solutions October 2012 - March 2013
Crossix Solutions July 2011 - October 2012
TD Ameritrade June 2010 - September 2010
Starlite Media February 2010 - June 2010
SeatGeek November 2009 - January 2010
Skills
Analytics, Segmentation, Data Analysis, Market Research, Strategy, Competitive Analysis, Marketing Research
Education
Columbia University in the City of New York 2007 — 2011
Bachelor of Arts, Economics and Philosophy
Crossix Solutions March 2013 - Present
Crossix Solutions October 2012 - March 2013
Crossix Solutions July 2011 - October 2012
TD Ameritrade June 2010 - September 2010
Starlite Media February 2010 - June 2010
SeatGeek November 2009 - January 2010
Skills
Analytics, Segmentation, Data Analysis, Market Research, Strategy, Competitive Analysis, Marketing Research
Education
Columbia University in the City of New York 2007 — 2011
Bachelor of Arts, Economics and Philosophy
Karen Parks's TD Ameritrade Experience February 2008 - January 2012
Job Business Analyst at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade Institutional 2012 - Present
TD Ameritrade February 2008 - January 2012
FISERV TRUST COMPANY January 2000 - February 2008
Fiserv ISS 2005 - 2007
Fiserv ISS 2004 - 2005
Fiserv Trust Company January 2001 - January 2002
Fiserv Trust Company January 2000 - January 2001
Skills
Business Analysis, Mutual Funds, Problem Solving, SQL, Access Database, Client Liaison, Coordination, Training, Requirements Gathering, Access, Analysis, Requirements Analysis, Software Documentation, SharePoint, CRM
Education
Colorado State University 1999 — 2000
Bachelors of Fine Arts
Intermenno Cultural Exchange Program 1995 — 1996
Dutch
Piedmont Virginia Community College 1994 — 1995
General Studies
University of Colorado Denver 1993 — 1993
Bachelors of Fine Arts
Eastern Mennonite College
Bahelors of Fine Arts
TD Ameritrade Institutional 2012 - Present
TD Ameritrade February 2008 - January 2012
FISERV TRUST COMPANY January 2000 - February 2008
Fiserv ISS 2005 - 2007
Fiserv ISS 2004 - 2005
Fiserv Trust Company January 2001 - January 2002
Fiserv Trust Company January 2000 - January 2001
Skills
Business Analysis, Mutual Funds, Problem Solving, SQL, Access Database, Client Liaison, Coordination, Training, Requirements Gathering, Access, Analysis, Requirements Analysis, Software Documentation, SharePoint, CRM
Education
Colorado State University 1999 — 2000
Bachelors of Fine Arts
Intermenno Cultural Exchange Program 1995 — 1996
Dutch
Piedmont Virginia Community College 1994 — 1995
General Studies
University of Colorado Denver 1993 — 1993
Bachelors of Fine Arts
Eastern Mennonite College
Bahelors of Fine Arts
Carita G. Blocker, PHR's TD Ameritrade Experience April 2013 - Present
Job Relationship Manager, Human Resources TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2013 - Present
Richemont October 2011 - April 2013
UPS Supply Chain Solutions January 2002 - October 2011
Linens N Things April 2000 - January 2002
TOYS "R" US September 1997 - April 2000
Dillard's/Chanel, Inc April 1994 - September 1997
Skills
Human Resources, Personnel Management, Employee Relations, Performance Management, Deferred Compensation, Recruiting, Change Management, Operations Management, Training, Workforce Planning, Coaching, Logistics, HR Consulting, Organizational..., Hiring, Management, Employee Benefits, Policy, Employee Engagement, Succession Planning, Temporary Placement, Talent Management, Talent Acquisition, Sourcing, HRIS, Onboarding, Career Development
Education
The University of Texas at Arlington 1995 — 1997
B.A, Communications /Business Administration
University of Missouri-Columbia 1990 — 1993
Undergraduate Studies, Journalism Major
Colorado Technical University
MBA Studies, Business Administration and Management, General
TD Ameritrade April 2013 - Present
Richemont October 2011 - April 2013
UPS Supply Chain Solutions January 2002 - October 2011
Linens N Things April 2000 - January 2002
TOYS "R" US September 1997 - April 2000
Dillard's/Chanel, Inc April 1994 - September 1997
Skills
Human Resources, Personnel Management, Employee Relations, Performance Management, Deferred Compensation, Recruiting, Change Management, Operations Management, Training, Workforce Planning, Coaching, Logistics, HR Consulting, Organizational..., Hiring, Management, Employee Benefits, Policy, Employee Engagement, Succession Planning, Temporary Placement, Talent Management, Talent Acquisition, Sourcing, HRIS, Onboarding, Career Development
Education
The University of Texas at Arlington 1995 — 1997
B.A, Communications /Business Administration
University of Missouri-Columbia 1990 — 1993
Undergraduate Studies, Journalism Major
Colorado Technical University
MBA Studies, Business Administration and Management, General
Keith Denerstein's TD Ameritrade Experience July 2015 - Present
Job Director, Guidance Product Management at TD Ameritrade
Industry Management Consulting
Experience
TD Ameritrade July 2015 - Present
TD Ameritrade March 2014 - June 2015
Blue Ridge Partners April 2012 - February 2014
Deutsche Bank July 2009 - April 2012
Flo Marketing LLC April 2002 - June 2007
Skills
Management Consulting, Competitive Intelligence, Business Strategy, Strategy Implementation, Business Process Design, Revenue Analysis, Sales Force Alignment, Value Propositions, Marketing Strategy, Team Leadership, Market Sizing, Financial Modeling, Lead Generation, Capital Markets, Valuation, Derivatives, Fixed Income, Financial Markets, Trading, Options, Due Diligence, Strategy
Education
University of Pennsylvania - The Wharton School 2007 — 2009
Master of Business Administration (MBA), Finance, General
Cornell University 1995 — 1999
Bachelor of Science (BS), Business Administration and Management, General
TD Ameritrade July 2015 - Present
TD Ameritrade March 2014 - June 2015
Blue Ridge Partners April 2012 - February 2014
Deutsche Bank July 2009 - April 2012
Flo Marketing LLC April 2002 - June 2007
Skills
Management Consulting, Competitive Intelligence, Business Strategy, Strategy Implementation, Business Process Design, Revenue Analysis, Sales Force Alignment, Value Propositions, Marketing Strategy, Team Leadership, Market Sizing, Financial Modeling, Lead Generation, Capital Markets, Valuation, Derivatives, Fixed Income, Financial Markets, Trading, Options, Due Diligence, Strategy
Education
University of Pennsylvania - The Wharton School 2007 — 2009
Master of Business Administration (MBA), Finance, General
Cornell University 1995 — 1999
Bachelor of Science (BS), Business Administration and Management, General
Maisee Xiong's TD Ameritrade Experience April 2014 - Present
Job Business Analyst II at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade April 2014 - Present
CSG International January 2012 - April 2014
CSG International July 2011 - April 2014
CSG International April 2006 - July 2011
USAF, AIR FORCE WEATHER AGENCY TRAINING DIVISION OFFUTT AIR FORCE BASE August 2004 - April 2006
MAUN-LEMKE SPEAKING & CONSULTING, LLC January 2004 - April 2006
HOLLYWOOD VIDEO ENTERTAINMENT CORPORATION January 1999 - January 2006
Skills
Requirements Gathering, Contextual Modeling, Agile Methodologies, Agile Project Management, Scrum Master, Waterfall Methodologies, Software Development, Systems Analysis, Identifying stakeholders, Requirements Analysis, Business Process, Process Improvement, Troubleshooting, SQL, SDLC, Software Documentation, Software Design, SharePoint, Business Requirements, VB.NET, Visio, Visual Studio, Web Applications, .NET, C#, JavaScript, Databases, MySQL, T-SQL, SQL Server Reporting..., Microsoft SQL Server
Education
University of Nebraska at Omaha 2002 — 2008
M.S, Management Information Systems
University of Nebraska at Omaha 2002 — 2004
B.S, Management Information Systems
Cosumnes River College 2000 — 2002
A.A, General Studies
TD Ameritrade April 2014 - Present
CSG International January 2012 - April 2014
CSG International July 2011 - April 2014
CSG International April 2006 - July 2011
USAF, AIR FORCE WEATHER AGENCY TRAINING DIVISION OFFUTT AIR FORCE BASE August 2004 - April 2006
MAUN-LEMKE SPEAKING & CONSULTING, LLC January 2004 - April 2006
HOLLYWOOD VIDEO ENTERTAINMENT CORPORATION January 1999 - January 2006
Skills
Requirements Gathering, Contextual Modeling, Agile Methodologies, Agile Project Management, Scrum Master, Waterfall Methodologies, Software Development, Systems Analysis, Identifying stakeholders, Requirements Analysis, Business Process, Process Improvement, Troubleshooting, SQL, SDLC, Software Documentation, Software Design, SharePoint, Business Requirements, VB.NET, Visio, Visual Studio, Web Applications, .NET, C#, JavaScript, Databases, MySQL, T-SQL, SQL Server Reporting..., Microsoft SQL Server
Education
University of Nebraska at Omaha 2002 — 2008
M.S, Management Information Systems
University of Nebraska at Omaha 2002 — 2004
B.S, Management Information Systems
Cosumnes River College 2000 — 2002
A.A, General Studies
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.