TD Ameritrade

Industry: Financial services company

Description

TD 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
Brian Kooienga, MBA Brian Kooienga, MBA Omaha, Nebraska Details
Brian Kooienga, MBA's TD Ameritrade Experience June 2013 - Present
Job New Client Sales Consultant at TD Ameritrade
Industry Marketing and Advertising
Experience
TD Ameritrade   June 2013 - Present
Creighton University Men's Basketball   May 2010 - June 2013
Creighton University Men's Basketball   October 2006 - May 2010
College World Series Inc   April 2008 - July 2008

Skills
Marketing, Recruiting, Management, Sales, Social Media, Event Planning, Public Speaking, Databases, Microsoft Office, Research, PowerPoint, Facebook, Public Relations, Social Networking, Social Media Marketing, Data Analysis, Event Management, Fundraising, Leadership, Microsoft Excel, Microsoft Word, Customer Service

Education
Creighton University   2010 — 2012
MBA, Business Administration

Creighton University   2006 — 2010
Bachelor of Science, Business Administration; Marketing and Finance

Creighton University
Masters of Science in Negotiation and Dispute Resolution, Peace Studies and Conflict Resolution

Maureen Mayer Maureen Mayer Greater Omaha Area Details
Maureen Mayer's TD Ameritrade Experience March 1995 - September 1998
Job Administrative and Human Resources Manager at Graphic Technologies Incorporated
Industry Printing
Experience
Graphic Technologies Incorporated   March 1996 - Present
TD Ameritrade   March 1995 - September 1998

Education
Creighton University   1990 — 1994
Bachelors, Organizational Communications

Cathy Hirsch Cathy Hirsch Greater Omaha Area Details
Cathy Hirsch's TD Ameritrade Experience February 2007 - May 2007
Job Local Client Relations Manager at The Knot
Industry Online Media
Experience
The Knot  May 2010 - Present
The Candy Project   October 2008 - Present
The Knot  January 2010 - May 2010
YMCA  October 2009 - December 2009
Omaha World-Herald  June 2008 - October 2009
Omaha World-Herald  April 2007 - June 2008
TD Ameritrade   February 2007 - May 2007
Walt Disney World Resort  August 2006 - November 2006
Aurstaff  January 2006 - August 2006
Dippin' Dots  June 2002 - January 2006

Skills
Negotiation, Advertising, Customer Service, Social Media, Microsoft Office, Brand Development, Theatrical Production, Theatre, Marketing, Public Relations, Online Advertising, Facebook, Musical Theatre, Web Design, Entertainment, Performing Arts, Singing, Social Networking, Music, Graphic Design

Education
Creighton University   2002 — 2006
BSBA, Marketing; an emphasis in Management

Brenna Lassley Brenna Lassley Lincoln, Nebraska Details
Brenna Lassley's TD Ameritrade Experience October 2014 - August 2015
Job Internal Communications Coordinator at Kiewit
Industry Writing and Editing
Experience
Kiewit  August 2015 - Present
TD Ameritrade   October 2014 - August 2015
TD Ameritrade   December 2013 - October 2014
Revitalift Aesthetic Center   September 2012 - December 2013

Skills
PowerPoint, Social Media, Microsoft Word, Microsoft Office, Creative Writing, Microsoft Excel, Editing, Public Relations

Education
Creighton University   2009 — 2013
Bachelor of Arts (B.A.), English Language and Literature, General

Mary Cate Feuerborn Mary Cate Feuerborn Omaha, Nebraska Details
Mary Cate Feuerborn's TD Ameritrade Experience May 2015 - Present
Job Corporate Audit Intern at TD Ameritrade
Industry Banking
Experience
TD Ameritrade   May 2015 - Present
Creighton Federal Credit Union   February 2013 - Present
NBH Bank, N.A.   May 2013 - August 2013
Lauren Alexandra BeBe Boutique   May 2011 - December 2012

Skills
Computers, Sales, Project Management, Banking, Organization, Merchandising, Time Management, Communication Skills, Customer Service, Teamwork

Education
Creighton University   2012 — 2016
Accounting and Finance

Universidad Pablo de Olavide

Bryon Langenfeld Bryon Langenfeld Greater Omaha Area Details
Bryon Langenfeld's TD Ameritrade Experience November 2014 - Present
Job Human Resources Professional
Industry Financial Services
Experience
TD Ameritrade   November 2014 - Present
ConAgra Foods  June 2014 - November 2014
ConAgra Foods  December 2012 - June 2014
Aspen Athletic Club  July 2010 - March 2014
ConAgra Foods  August 2010 - December 2012
Prairie Life Fitness Center  December 2009 - December 2012
Bellevue University  August 2009 - 2012
University of Nebraska at Omaha  January 2011 - September 2011
ConAgra Foods  October 2008 - August 2010
24 Hour Fitness  June 2007 - 2010

Skills
PeopleSoft, SAP R/3, SAP BW, Microsoft Office, Business Intelligence, Project Management, SDLC, ERP, Business Process, Process Improvement, Analysis, Training, Integration, Testing, Management, Talent Management, Talent Acquisition, Strategic HR, Performance Management, Diversity & Inclusion, Strategy, Human Resources, Leadership, Change Management, SAP ERP

Education
University of Nebraska at Omaha   2003 — 2005
MBA, Human Resources Management/Personnel Administration, General

Creighton University   1999 — 2001
Masters, Computer Science

Creighton University   1997 — 1999
Certificate, Applied Computer Science

Wayne State College   1992 — 1995
BA, Accounting and Spanish

Caleb D. Vetter Caleb D. Vetter New York, New York Details
Caleb D. Vetter's TD Ameritrade Experience 2014 - Present
Job Investment Products and Strategy Analyst at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   2014 - Present

Education
Creighton University   2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance

Danny Treinen Danny Treinen Chicago, Illinois Details
Danny Treinen's TD Ameritrade Experience November 2010 - Present
Job Marketing Coordinator at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   November 2010 - Present

Education
Creighton University   2008 — 2012
BSBA, Finance, Marketing, Spanish

Creighton Preparatory School   2005 — 2008
High School Diploma

Bob Mantell Bob Mantell Treynor, Iowa Details
Bob Mantell's TD Ameritrade Experience January 2005 - October 2006
Job Director, Financial Literacy
Industry Nonprofit Organization Management
Experience
TS Institute   September 2009 - Present
Treynor High School   September 2005 - Present
Cargill  June 2009 - September 2009
ConAgra Foods  October 2006 - June 2009
TD Ameritrade   January 2005 - October 2006
ConAgra Foods  December 2002 - January 2005
Avaya  July 2000 - December 2002
Waterloo Mills Company   November 1990 - July 2000

Skills
Banking, Risk Management, Investments, Customer Service, Management, Credit Analysis, Portfolio Management, Loans, Strategic Financial..., Nonprofits, Public Speaking, Procurement, Grant Writing, Event Planning, Leadership, Strategic Planning, Budgets, Team Building, Process Improvement, Sales, Leadership Development, Negotiation, Program Management, Marketing Strategy

Education
Creighton University   1988 — 1990
Bachelor of Arts (B.A.), Economics

Iowa Western Community College   1986 — 1988
Associate of Arts (A.A.), Economics

Thomas Jefferson High School

Thomas Jefferson High School

Jessica Valdez Jessica Valdez Omaha, Nebraska Details
Jessica Valdez's TD Ameritrade Experience November 2014 - Present
Job Intern at TD Ameritrade
Industry Information Services
Experience
TD Ameritrade   November 2014 - Present
Von Maur  January 2012 - November 2014
infofree.com  November 2013 - May 2014
Pinnacle Bank  January 2011 - January 2012

Skills
Digital Marketing, Customer Service, Sales, Facebook, Social Media, Time Management, Social Networking, Marketing, Microsoft Office, Social Media Marketing, Event Planning, Microsoft Excel, Retail Sales, Customer Satisfaction, Public Relations, Visual Merchandising, PowerPoint, Retail, Microsoft Word, Data Entry

Education
Creighton University   2011 — 2013
Bachelor of Arts (B.A.), Journalism/Public Relations

Iowa Western Community College   2008 — 2010
Associate of Arts and Sciences (A.A.S.), General Studies

Alex Person Alex Person Greater Omaha Area Details
Alex Person's TD Ameritrade Experience September 2014 - Present
Job Financial Representative at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   September 2014 - Present
First Data Corporation  March 2013 - September 2014
First Data Corporation  July 2011 - March 2013
Raven Industries  May 2010 - August 2010

Skills
Onboarding, Succession Planning, Human Resources, Personnel Management, Talent Acquisition, Talent Management, Severance, Interviews

Education
Missouri State University   2009 — 2011
Master of Science, Industrial/Organizational Psychology

Creighton University   2005 — 2009
BA, Psychology, Cum Laude

Brandon Harrison Brandon Harrison Greater Omaha Area Details
Brandon Harrison's TD Ameritrade Experience January 2007 - July 2007
Job Project Analyst at Northern Natural Gas
Industry Oil & Energy
Experience
Berkshire Hathaway Energy  June 2015 - Present
Sequent Energy Management  October 2012 - May 2015
University of Tennessee  August 2010 - August 2012
TRIO/Upward Bound   June 2010 - August 2010
Iowa Central Community College- Student Support Services   September 2009 - May 2010
US Army Corps of Engineers  May 2008 - November 2008
TD Ameritrade   January 2007 - July 2007

Skills
Data Analysis, MS Office Suite, Excel, Prezi, Stata, R, Eviews, Field Work, Government Liason, University Teaching, Data Collection, Community Relations, Customer Relations, Economics, Customer Service, Microsoft Excel, Microsoft Word, Econometrics, Research, Analysis, Financial Analysis, Market Research, Higher Education, Finance, PowerPoint, Leadership, Budgets, Public Speaking, Nonprofits, Marketing, Accounting, Management, Team Leadership, Access, Microsoft Office

Education
University of Tennessee-Knoxville   2010 — 2012
Master of Arts (M.A.), Economics

Creighton University   2004 — 2008
Bachelor of Science in Business Administration, Economics

Cris Riddle Shreve Cris Riddle Shreve Greater Omaha Area Details
Cris Riddle Shreve's TD Ameritrade Experience January 2015 - Present
Job Senior Manager, Solutions & Strategy at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   January 2015 - Present
Creighton University  January 2008 - Present
Nebraska Methodist College  August 2007 - Present
TD Ameritrade   April 2012 - December 2014
TD Ameritrade   April 2010 - April 2012

Skills
Editing, Public Speaking, Teaching, Risk Assessment, Training, Auditing, Microsoft Office, Higher Education, Professional Writing, Project Planning, Project Management, Performance Management, COSO Framework, Risk Management, Internal Controls

Education
Creighton University   2003 — 2005
MA, English/Creative Writing

Creighton University   1999 — 2003
BA, English

Julie Boilesen Julie Boilesen Greater Atlanta Area Details
Julie Boilesen's TD Ameritrade Experience January 2008 - January 2012
Job Director of Brand Management/Verbal Identity at AT&T
Industry Marketing and Advertising
Experience
AT&T  April 2012 - Present
TD Ameritrade   January 2008 - January 2012
TD Ameritrade   August 2006 - January 2008
TD Ameritrade   January 2005 - January 2006
TD Ameritrade   January 1999 - January 2005
Bluffs Run Casino  February 1995 - January 1999

Skills
Employment & Workspace..., Strategic Planning, High-ROI Marketing..., Process Management, Negotiations, VIP Event Planning, Client Relationship..., Staff Development, New Business Development, Agency Relations, Brand Communication, Fulfillment Services, Marketing Communications, Project Planning, Project Implementation, Budget Oversight, Offer Development, Product Naming, Brand Voice Coaching, Nomenclature, Brand Architecture, Team Leadership, Creative Strategy, Digital Marketing, Integrated Marketing, Online Marketing, Online Communications

Education
Creighton University   1991 — 1994
BA, Organizational Communitation

Adrian Rogers Adrian Rogers New York, New York Details
Adrian Rogers's TD Ameritrade Experience September 2013 - March 2014
Job Global Marketing Operations at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP  April 2014 - Present
TD Ameritrade   September 2013 - March 2014
TD Ameritrade   October 2011 - August 2013
TD Ameritrade   January 2010 - September 2011
TD Ameritrade   February 2009 - January 2010
TD Ameritrade   March 2008 - January 2009
TD Ameritrade   July 2007 - February 2008

Skills
Financial Modeling, Financial Analysis, Analytics, Series 7, Data Analysis, Business Analysis, SAS, Valuation, Series 63, Site Analysis

Education
Creighton University   2003 — 2007
Bachelors of Science, Business Administration; Finance; Marketing

Andrew Cumbee Andrew Cumbee Greater Omaha Area Details
Andrew Cumbee's TD Ameritrade Experience August 2009 - July 2012
Job Annuities Specialist at Pacific Life
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC   October 2014 - Present
Pacific Life  March 2014 - October 2014
BancWest Investor Services   June 2013 - February 2014
TD Ameritrade   August 2009 - July 2012
TD Ameritrade   March 2008 - August 2009
TD Ameritrade   August 2007 - March 2008
University of Nebraska at Omaha's The Gateway newspaper   June 2005 - December 2006

Skills
Series 63, Trading, Series 7, Options, Equities, FINRA, Securities, Mutual Funds, Series 24, Management, Uniform Combined State..., Asset Allocation, ETFs, Investments, Wealth Management, Strategy, Financial Services, Investment Strategies, Portfolio Management, Investment Advisory, Retirement Planning, Derivatives, Financial Markets, Strategic Financial..., Asset Management

Education
University of Nebraska at Omaha   2003 — 2006
Bachelor's of Science, Communications/Broadcasting

Creighton University   2002 — 2003

Papillion-LaVista High School   1999 — 2002

Keith Weeces Keith Weeces Omaha, Nebraska Details
Keith Weeces's TD Ameritrade Experience June 2010 - August 2010
Job Associate at Javlin Capital
Industry Capital Markets
Experience
Javlin Capital LLC  2011 - Present
Goss & Associates   July 2010 - 2012
TD Ameritrade   June 2010 - August 2010
American National Bank  August 2009 - June 2010

Skills
Financial Analysis, Finance, Microsoft Office, Microsoft Excel, Investments, Stata, PowerPoint, Valuation, Microsoft Word, Financial Modeling

Education
Creighton University
BSBA, Financial Analysis and Economics

Anthony Romano Anthony Romano Greater Omaha Area Details
Anthony Romano's TD Ameritrade Experience December 2014 - Present
Job Branch Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   December 2014 - Present
TD Ameritrade   June 2010 - December 2014
TD Ameritrade   July 2009 - June 2010
FirstComp  March 2007 - May 2009
Vente, Inc.   September 2006 - January 2007
MSI Systems Integrators  May 2006 - August 2006
M & A Advertising and Media   May 2004 - August 2004

Skills
Series 7, Salesforce.com, Investments, Sales, Email Marketing, Financial Services, Analysis, Market Research, Uniform Combined State..., Management, Mutual Funds, Securities, PowerPoint, Access, Retirement Planning, Portfolio Management, Equities, FINRA, Investment Advisory, Asset Allocation, Wealth Management, Investment Strategies, Retirement, Finance, ETFs, Investment Management, Fixed Income, Separately Managed..., Microsoft Excel, Outlook, Asset Management, Trading, Series 24, General Securities...

Education
Creighton University   2002 — 2006
Bachelor of Science, Business Administration Marketing

Ben Niederee Ben Niederee Greater Omaha Area Details
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

Elisa Hillman, PHR Elisa Hillman, PHR Greater Omaha Area Details
Elisa Hillman, PHR's TD Ameritrade Experience 2009 - 2010
Job Management Consultant at Talent Plus, Inc.
Industry Human Resources
Experience
Talent Plus, Inc.   2014 - Present
The Center for Sales Strategy  2010 - 2013
TD Ameritrade   2009 - 2010
HearthStone Homes  2007 - 2009
Home Instead Senior Care  2005 - 2007
Home Instead Senior Care  2004 - 2005

Skills
Talent Acquisition, Onboarding, Coaching, HR Policies, New Business Development, Talent Management, Leadership Development, Human Resources, ELISA, Process Improvement, Leadership, Team Building, Employee Training, Recruiting, Strategic Planning, Training, Negotiation, Change Management, Budgets, Management, Public Speaking, Team Leadership, Workshop Facilitation, Organizational..., Management Consulting, Strategy, Performance Management, Time Management, Employee Relations

Education
Creighton University   2004 — 2004
Human Resource Generalist

University of Nebraska at Omaha   1998 — 2002
BS, Human Resources & Family Sciences

Academy for Coaching Excellence

Chris Leek Chris Leek Omaha, Nebraska Details
Chris Leek's TD Ameritrade Experience September 2014 - December 2014
Job Student
Industry Information Technology and Services
Experience
DST Systems  June 2015 - Present
TD Ameritrade   September 2014 - December 2014
NetStandard, Inc.   May 2014 - August 2014
NetStandard, Inc.   May 2013 - August 2013

Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, BrightGauge, Analytics, Public Speaking, Social Media, Research, Event Planning, Leadership, Social Networking, Strategic Planning, Time Management

Education
Creighton University   2012 — 2016
Bachelor of Science in Business Administration, Business Intelligence and Analytics & Finance

Tara Valentino-Maher Tara Valentino-Maher Greater New York City Area Details
Tara Valentino-Maher's TD Ameritrade Experience November 2013 - Present
Job Senior Manager, Communications, Public Affairs and Corporate Events at TD Ameritrade
Industry Public Relations and Communications
Experience
TD Ameritrade   November 2013 - Present
TD Ameritrade   February 2011 - November 2013
TD Ameritrade   April 2008 - February 2011
ConAgra Foods  May 2001 - April 2008

Skills
Leadership, Strategy, Program Management, Retail, Internal Communications, Corporate Communications, Marketing Communications, Newsletters, Public Relations, Event Planning, Social Media, Marketing, Strategic Communications, Public Speaking, Advertising, Community Outreach, Communication Skills, Teamwork, Recruiting, Project Management, Training, Employee Engagement, Management, Sales, Cross-functional Team..., Fundraising, Strategic Partnerships, Crisis Communications, Social Media Marketing, Project Planning, Strategic Planning, Media Relations, Social Networking, Press Releases, Event Management, Time Management, Email Marketing, Marketing Strategy, Communication

Education
University of Nebraska at Omaha   2005 — 2008
Masters, Communication Studies

Creighton University   1998 — 2002
BA, Communication Studies and Journalism

York high

Bridgett Gaul Bridgett Gaul Greater Omaha Area Details
Bridgett Gaul's TD Ameritrade Experience April 2015 - Present
Job Analyst II at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   April 2015 - Present
TD Ameritrade   2008 - Present
TD Ameritrade   January 2006 - January 2008

Skills
Workforce Management, Forecasting, Series 63, Series 7, Series 24, Access, Business Analysis, Call Center, Call Centers, Customer Service, FINRA, Financial Services, Leadership, Performance Management, Workforce Planning, Process Improvement, Vendor Management, Analysis, SDLC, Risk Management, Visio

Education
University of Nebraska at Omaha   2009 — 2012
Masters, Business Administration

Creighton University   2000 — 2004
Bachelor of Arts, Psychology

Jacob M. Day, CFA Jacob M. Day, CFA Greater Omaha Area Details
Jacob M. Day, CFA's TD Ameritrade Experience December 2006 - February 2008
Job Portfolio Manager at WoodmenLife
Industry Investment Management
Experience
WoodmenLife  October 2013 - Present
Woodmen of the World  June 2012 - October 2013
Woodmen of the World  July 2011 - June 2012
Woodmen of the World  February 2008 - July 2011
TD Ameritrade   December 2006 - February 2008
TD Ameritrade   July 2005 - December 2006

Skills
Insurance, Risk Management, Financial Modeling, Portfolio Management, Financial Analysis, Investment Strategies, Finance, Securities, Asset Management, Loans, Credit

Education
University of Nebraska at Omaha   2013 — 2016
Master of Science (M.S.), Economics

University of Nebraska-Lincoln   2001 — 2005
BS/BA, Business Administration - Finance Major

Creighton University

Bill Mulvey Bill Mulvey Greater Omaha Area Details
Bill Mulvey's TD Ameritrade Experience April 1998 - August 2000
Job Director of Sales at Haier America
Industry Consumer Electronics
Experience
Haier America  July 2011 - Present
Kmart Stores  November 2010 - July 2011
Pamida Stores   October 2008 - January 2010
Digital Products International, Inc.   April 2007 - September 2008
Pamida  April 2002 - February 2007
PayPal  October 2000 - August 2001
TD Ameritrade   April 1998 - August 2000
RTI Corp  1985 - 1995

Skills
Business Development, Project Planning, Retail, Merchandising, Forecasting, Inventory Management, Strategic Planning, Negotiation, Team Building, Sales Management, New Business Development, Marketing Strategy, Pricing, Purchasing, Product Development, Strategy, Leadership, Performance Management, Strategic Partnerships, Sales, Selling, P&L Management, B2B, Brand Management, Management, Sales Operations, Product Marketing, Competitive Analysis, Cross-functional Team..., Program Management, Customer Service, Product Management, E-commerce, Direct Sales, Market Planning, Consumer Electronics, Account Management, P&L, Key Account Management, Consumer Products

Education
University of Iowa   1976 — 1977
Counseling Psychology

Creighton University   1975 — 1976
Masters, Guidance and Counseling

Creighton University   1971 — 1975
BA, Psychology

Sandi Topolski Sandi Topolski Greater Omaha Area Details
Sandi Topolski's TD Ameritrade Experience December 2010 - December 2012
Job Senior BA/QA Specialist at Modis Consulting
Industry Information Technology and Services
Experience
Modis Consulting  January 2013 - Present
TD Ameritrade   December 2010 - December 2012
CSG Systems  October 2009 - December 2010
Planet Consulting  November 2008 - October 2009
GMAC  2008 - 2009
Farm Credit Services of America  July 2005 - October 2008
Dex Media  June 2000 - July 2005
Bass & Associates  December 1996 - June 2000
US West MRG   December 1990 - June 2000
US West Communications  January 1985 - December 1990

Skills
Agile Methodologies, Quality Center, Test Planning, Testing, SQL, Test Automation, Quality Assurance, Business Analysis, Databases, QTP, Regression Testing, Test Cases, VBScript, Test Strategy, Program Management, Oracle, Perl, Analysis, SDLC, Software Quality..., RUP, Scrum, User Acceptance Testing, Requirements Analysis, Manual Testing, Requirements Gathering, Software Documentation, Software Project..., Waterfall, System Testing, JIRA, LoadRunner, COBOL, Defect Tracking, Test Management, Performance Testing, TFS, Business Requirements, Integration Testing, Agile Project Management, Unix, HP Quality Center, HP QTP

Education
Creighton University   1990 — 1999
Bachelor, Computer Science

Metropolitan Community College   1979 — 1981
Associate, Computer Programming and Technology

Tom Kaminski Tom Kaminski Chicago, Illinois Details
Tom Kaminski's TD Ameritrade Experience October 2009 - June 2011
Job Strategic Relationship Consultant at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional  March 2014 - Present
TD Ameritrade Institutional  July 2011 - February 2014
TD Ameritrade   October 2009 - June 2011
TD Ameritrade   June 2007 - September 2009
TD Ameritrade   May 2006 - May 2007

Skills
Sales, Relationship Management, Wealth Management..., Series 7, Marketing, CRPC, Series 66, Practice Management, Strategic Consulting, Financial Planning, Strategy, Uniform Combined State..., Portfolio Management, Retirement Planning

Education
Creighton University   2003 — 2007
Bachelor of Business Administration (BBA), Marketing

Devin Ekberg Devin Ekberg Salt Lake City, Utah Details
Devin Ekberg's TD Ameritrade Experience September 2013 - Present
Job Content Manager/Writer at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   September 2013 - Present
TD Ameritrade   February 2011 - September 2013
Thomson Reuters  September 2005 - July 2010
Qwest Communications  March 2002 - September 2005
Discover Financial Services  November 2000 - March 2002

Skills
Equities, Advanced Options, Futures, Forex, Day Trading, Swing Trading, Position Trading, Investing, Instructional Design, Online Learning, Education, Probability Analysis, Risk Management, Portfolio Management, Public Speaking, Technical Writer, Foreign Exchange, Investments, Technical Analysis, Analysis, Finance, Financial Analysis, Financial Markets, Options, Trading

Education
Creighton University   2014 — 2016
Master's Degree, Master's of Securities Analysis and Portfolio Management

University of Phoenix   2006 — 2008
Bachelor of Science (BS), Business Administration and Management, General

University of Utah   2002 — 2004
Business Administration and Management, General

Kevin Malone Kevin Malone Omaha, Nebraska Details
Kevin Malone's TD Ameritrade Experience June 2013 - January 2015
Job Vice President of Private Wealth Management Private Client Manager
Industry Investment Management
Experience
UMB Bank  March 2015 - Present
TD Ameritrade   June 2013 - January 2015
Mutual of Omaha  November 2012 - June 2013
Wells Fargo  January 2006 - October 2012
Wells Fargo Advisors  2007 - 2012
Guardian Title Services, LLC   May 2001 - August 2005

Skills
Wealth Management, Series 7, Series 66, Financial Services, Banking, Retirement Planning, Relationship Management, Strategic Financial..., Strategy, Retirement, Risk Management, Asset Allocation, Private Banking

Education
Creighton University   2001 — 2005
Bachelors Degree in Business Administration, Finance

Creighton Prep

Jerry Brundo II Jerry Brundo II Omaha, Nebraska Details
Jerry Brundo II's TD Ameritrade Experience April 2015 - Present
Job Team Manager, Trader Solutions Group
Industry Financial Services
Experience
TD Ameritrade   April 2015 - Present
TD Ameritrade   January 2014 - April 2015
TD Ameritrade   August 2005 - January 2014

Skills
Series 7, Investments, Series 63, Mutual Funds, Securities, Financial Analysis, Wealth Management, FINRA, Equities, Portfolio Management, Retirement Planning, Asset Allocation, Uniform Combined State..., Investment Advisory, Series 24, Series 3, Series 34

Education
Creighton University   2001 — 2005
Bachelor of Science (BS), Finance

Carly Thelen Carly Thelen Omaha, Nebraska Details
Carly Thelen's TD Ameritrade Experience June 2014 - August 2014
Job Product Analyst Process Improvements
Industry Financial Services
Experience
Vendorin Inc  April 2015 - Present
Enterprise Holdings  May 2013 - January 2015
TD Ameritrade   June 2014 - August 2014

Skills
Customer Service, Sales, Office Administration, Administrative..., Teamwork, Microsoft Excel, Data Entry, Microsoft Word, PowerPoint, Time Management, Microsoft Office, Event Planning, Research, Outlook, Social Media, Social Networking, Leadership

Education
Creighton University   2011 — 2015
Bachelor of Science in Business Administration, Finance & Marketing

Creighton University   2011 — 2015
Finance and Marketing

Dawn (Zulauf) Claussen Dawn (Zulauf) Claussen Greater Omaha Area Details
Dawn (Zulauf) Claussen's TD Ameritrade Experience October 2007 - January 2011
Job CCO/COO at Manarin Investment Counsel, Ltd.
Industry Investment Management
Experience
Manarin Investment Counsel   July 2015 - Present
Manarin Investment Counsel, Ltd.   April 2011 - July 2015
Manarin Investment Counsel, Ltd.   January 2010 - April 2011
TD Ameritrade   October 2007 - January 2011

Education
Creighton University   2005 — 2010
Bachelors of Arts and Science, Classical and Near Eastern Studies

Greg Gerber Greg Gerber Dallas/Fort Worth Area Details
Greg Gerber's TD Ameritrade Experience April 2015 - Present
Job Advisor Relations Manager
Industry Financial Services
Experience
TD Ameritrade   April 2015 - Present
TD Ameritrade   January 2015 - April 2015
TD Ameritrade   January 2014 - March 2015
TD Ameritrade   June 2012 - January 2014
TD Ameritrade   February 2012 - May 2012
TD Ameritrade   August 2010 - March 2012

Skills
Investments, Series 7, Series 63, Mutual Funds, Securities, Investment Advisory, Financial Analysis, Equities, Series 66, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Management, Leadership, Series 24

Education
Creighton University   2006 — 2010
Bachelor, Finance

Amanda Forget Amanda Forget Omaha, Nebraska Details
Amanda Forget's TD Ameritrade Experience May 2015 - Present
Job Student at Creighton University
Industry
Experience
TD Ameritrade   May 2015 - Present
Scooter's Coffee & Yogurt   September 2010 - May 2015
Nebraska Methodist Health System  July 2013 - April 2015
YMCA  August 2012 - April 2013
Nebraska Department of Health and Human Services  November 2010 - January 2012

Skills
Time Management, Healthcare, Event Planning, Data Entry, Customer Service, Childcare, Child Development, Microsoft Excel, Social Media, Microsoft Office, Nonprofits, Cpr Certified

Education
Creighton University   2013 — 2017
Accounting

Emily Trotter, PMP Emily Trotter, PMP Greater Omaha Area Details
Emily Trotter, PMP's TD Ameritrade Experience August 1995 - April 2003
Job Program Director at First Data Corporation
Industry Financial Services
Experience
First Data  July 2007 - Present
Alexander Open Systems  January 2005 - July 2007
Mutual of Omaha  April 2003 - January 2005
TD Ameritrade   August 1995 - April 2003

Skills
Project Management, SDLC, Project Planning, Change Management, Software Project..., PMP, Project Portfolio..., Business Analysis, Requirements Gathering, Payment Card Processing, Leadership, Clarity, Budgets, Electronic Payments, Payment Systems, Debit Cards, PMO, Financial Services, Cross-functional Team..., Mentoring, Relationship Management, Issue Management, Visio, Training, Resource Management, Waterfall, Communication Skills, Listener, Patience, Payments, Mainframe, Planning, Maximize, High Performer, Strategic Thinking, Great Motivator, Adaptive Leadership, Human Resource Planning, Result Oriented, Positive Team Player, Inspiring People, Social Networking

Education
Creighton University   1991 — 1995
BSBA

University of Nebraska at Omaha   1996 — 2000
MBA

AIM IT Leadership Academy   2012 — 2013

Tyra Louis-Steinke Tyra Louis-Steinke Phoenix, Arizona Area Details
Tyra Louis-Steinke's TD Ameritrade Experience June 2006 - December 2006
Job Assistant Vice President at Mutual of Omaha Bank
Industry Financial Services
Experience
Mutual of Omaha Bank  January 2008 - Present
Charles Schwab  July 1999 - January 2008
TD Ameritrade   June 2006 - December 2006
Charles Schwab  January 2003 - June 2006

Skills
Series 7, Wealth Management, Series 63, Investments, Financial Services, Finance, Insurance, Fixed Annuities, Banking, Portfolio Management, Investment Advisory, Mutual Funds, Securities, Life Insurance, Asset Management, Project Management, Financial Analysis, Loans, Equities, Employee Benefits, Business Development, Retirement Planning, Retirement, Investment Management, Uniform Combined State..., Disability Insurance, Fixed Income, Payroll, Strategic Financial..., Relationship Management, Asset Allocation, 401k Rollovers, International Relations, Leisure Travel, Technical Writing, Office Management, Brokerage, Institutional..., Stock Trading, Variable Annuities, Broker-Dealer, KYC, Dodd-Frank, Interagency Coordination, Vendor Management, Business Continuity..., Financial Audits, Brokerage Audits

Education
University of Nebraska-Lincoln   1994 — 1999
Bachelor of Arts, International Affairs & Political Science w/ a minor in English, Filmmaking & Film History

University of Nebraska at Kearney   1993 — 1995
Political Science and Government and English

Creighton University   1992 — 1993
International Affairs/Pre-Law

Jeff Daneff Jeff Daneff Terre Haute, Indiana Details
Jeff Daneff's TD Ameritrade Experience January 2008 - September 2010
Job Chief Financial Officer at Terre Haute Regional Hospital (HCA)
Industry Hospital & Health Care
Experience
Terre Haute Regional Hospital (HCA)   March 2015 - Present
Oro Valley Hospital & Northwest Medical Center (CHS)   January 2013 - March 2015
Alegent-Creighton Health System   April 2011 - January 2013
Alegent-Creighton Health System   September 2010 - April 2011
TD Ameritrade   January 2008 - September 2010
Renaissance Financial  July 2006 - December 2008

Skills
Financial Reporting, Financial Analysis, Budgeting, Financial Modeling, Risk Management, Data Analysis, Forecasting, Strategic Planning, Accounting, Process Improvement, Healthcare, Account Management, Analysis, Investments, Strategic Financial..., Auditing, Healthcare Management, Healthcare Reimbursement, Healthcare Analytics, Inventory Management, Business Strategy, Operations Management, Compliance, Negotiation, Insurance, Business Analysis, Financial Planning

Education
Creighton University   2012 — 2016
Master of Finance (MSF)

Creighton University   2012 — 2015
Master of Business Intelligence and Analytics (MS-BIA)

Creighton University   2012 — 2015
Master of Business Administration (MBA)

Creighton University
Bachelors Degree, Finance and Economics

Christopher Finken Christopher Finken Greater Omaha Area Details
Christopher Finken's TD Ameritrade Experience August 2005 - July 2007
Job Consultant
Industry Financial Services
Experience
First National Bank  August 2013 - April 2014
21st Century Bank  January 2012 - December 2012
Wells Fargo  September 2007 - June 2011
TD AMERITRADE   August 2005 - July 2007

Skills
Market Risk, Portfolio Management, Financial Modeling, Strategic Financial..., Investments, Financial Analysis, Credit, Derivatives, Finance, Capital Markets, Loans, Fixed Income, Securities

Education
Creighton University   2006 — 2009
M.S.A.P.M., Masters of Security Analysis & Portfolio Management

Creighton University   2001 — 2005
B.S.B.A., Finance & International Business

Saint Louis University in Spain   2003 — 2003
International Business Study Abroad Program

Lauren Sasich Lauren Sasich Greater Omaha Area Details
Lauren Sasich's TD Ameritrade Experience 2009 - 2010
Job
Industry Marketing and Advertising
Experience
Presley Media   2010 - Present
TD Ameritrade   2009 - 2010

Skills
Account Management, Brand Development, Direct Marketing, Integrated Marketing, Online Marketing, Photoshop, Sales, Sales Management, Email Marketing, Marketing Strategy, Management, Customer Retention, Facebook, Leadership, Copywriting, Salesforce.com, Lead Generation, Event Management, Product Marketing, Strategy

Education
Creighton University
Bachelor of Arts (B.A.), Journalism and Mass Communications, Public Relations

Fashion Institute of Design & Merchandising
Associate of Arts (A.A.), Visual Communications

Joseph Belek Joseph Belek Chicago, Illinois Details
Joseph Belek's TD Ameritrade Experience October 2004 - May 2012
Job AML and Fraud Surveillance Specialist at OptionsHouse
Industry Financial Services
Experience
OptionsHouse  February 2015 - Present
BMO Financial Group  April 2014 - February 2015
COR Clearing LLC  May 2012 - March 2014
TD Ameritrade   October 2004 - May 2012

Skills
AML, FINRA, Fraud, Anti Money Laundering, Financial Services, Securities

Education
University of Nebraska at Omaha   2008 — 2010
Master of Business Administration (MBA)

Creighton University   2000 — 2004
Bachelor of Business Administration (B.B.A.), Accounting and Finance

Jesse Wright, CRPC® Jesse Wright, CRPC® Sioux Falls, South Dakota Details
Jesse Wright, CRPC®'s TD Ameritrade Experience November 2005 - January 2013
Job Associate Vice President – Investments at Person Wright Financial Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  January 2013 - Present
TD Ameritrade   November 2005 - January 2013
Tyson Foods  February 2004 - November 2005
Abercrombie & Fitch  March 2001 - February 2003

Skills
Retirement Planning, Financial Advisory, Investment Strategies, Investments, Asset Allocation, Estate Investment..., Multigenerational..., Business Owner Planning, Securities, Mutual Funds, Risk Management, Fixed-Income Strategies, Trading, Insurance, Options, Coaching

Education
Creighton University   2010 — 2013
MBA, Financial Planning

University of Nebraska-Lincoln   2000 — 2004
BS, Finance

Kaci Frates Kaci Frates Denver, Colorado Details
Kaci Frates's TD Ameritrade Experience January 2015 - August 2015
Job Marketing Client Communications and Operations Strategy Contractor at TD Ameritrade
Industry Marketing and Advertising
Experience
TD Ameritrade   January 2015 - August 2015
TD Ameritrade   January 2014 - January 2015
Hayneedle, Inc.   May 2013 - August 2013
MarbleSpark   January 2012 - December 2012
Sanborn Western Camps  July 2011 - August 2011

Skills
Marketing, Market Research, Social Media, SEO, Project Coordination, Microsoft Office, Content Strategy, Facebook, E-commerce, Google Analytics, Web Analytics, Link Building, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Leadership

Education
Creighton University   2009 — 2013
Bachelor of Business Administration (BBA), Marketing

Vincent Icenogle Vincent Icenogle Greater Omaha Area Details
Vincent Icenogle's TD Ameritrade Experience October 2010 - December 2011
Job Director Project Portfolio Management
Industry Information Technology and Services
Experience
Solutionary  2013 - Present
City of Omaha  April 2012 - 2013
TD Ameritrade   October 2010 - December 2011
Mutual of Omaha  2009 - 2010
Oriental Trading Company  2008 - 2009
ConAgra Foods  2002 - 2008
APL Logistics  2000 - 2002
HP  1994 - 2000
Wal-Mart  1992 - 1994
US Air Force  1984 - 1992

Skills
Process Improvement, Strategic Planning, Vendor Management, Team Building, Business Analysis, Program Management, Change Management, Problem Solving, Budgeting, Process Engineering, Team Leadership, Analysis, SDLC, Compliance, Integration, Coaching, Six Sigma, Operations Management, ITIL, Microsoft Office, Planning, Vendor Relations, Mentoring, MS Project, Application Development, PowerPoint, Cross-functional Team..., Requirements Analysis, Customer Relations, Customer Service, ERP, Clarity, Offshore Project..., Communications Planning, Project Portfolio..., Software Project..., Project Planning, Project Management, Information Technology, IT Service Management, Software Development, Governance, IT Strategy

Education
Creighton University   1990 — 1992
Master of Business Administration (M.B.A.)

The University of Texas at San Antonio   1980 — 1984
BA, Business Systems Management

Matt Grimlie Matt Grimlie Saint Louis, Missouri Details
Matt Grimlie's TD Ameritrade Experience January 2011 - November 2013
Job Divisional Guidance Manager
Industry Financial Services
Experience
Scottrade  November 2013 - Present
TD Ameritrade   January 2011 - November 2013
Wells Fargo  January 2009 - December 2010

Skills
Mutual Funds, Portfolio Management, Investments, Series 7, Series 66, Investment Advisory, Uniform Combined State..., Wealth Management, Asset Allocation, FINRA, Investment Strategies, Retirement Planning, Series 24, Relationship Management, Financial Planning, Financial Services, Finance

Education
Creighton University   2012 — 2013

South Dakota State University   2005 — 2009
Bachelor of Science (BS), Business/Managerial Economics

Grace Giitter Grace Giitter Omaha, Nebraska Details
Grace Giitter's TD Ameritrade Experience May 2015 - Present
Job Rotational Analyst at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   May 2015 - Present
TD Ameritrade   February 2015 - May 2015
TD Ameritrade   April 2014 - December 2014
Skutt Student Center   February 2013 - April 2014
Alpha Kappa Psi  2012 - December 2013
State Farm  May 2013 - October 2013

Skills
Photography, Photoshop, PowerPoint, Microsoft Excel, Outlook, Microsoft Word, Microsoft Office, Organization Skills, Research, Creativity, Public Speaking, Teamwork, Event Planning, Social Networking, Facebook, Leadership, Social Media, Spanish, Marketing, Time Management

Education
Creighton University   2011 — 2015

Richard Montgomery High School   2007 — 2011

Clinton Pearcy Clinton Pearcy Greater Omaha Area Details
Clinton Pearcy's TD Ameritrade Experience July 2013 - Present
Job Social Media Support at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   July 2013 - Present
TD Ameritrade   September 2007 - October 2014
First Data Corporation  August 1993 - March 2006

Education
Metropolitan Community College   2010 — 2011
Business

Creighton University   1991 — 1993
Computer Science

Bryan Senior High   1989 — 1991
Diploma

Leo Milan III Leo Milan III Greater Omaha Area Details
Leo Milan III's TD Ameritrade Experience September 2013 - Present
Job Manager, Systems at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   September 2013 - Present
TD Ameritrade   September 2011 - September 2013
TD Ameritrade   July 2008 - September 2011
TD Ameritrade   November 2007 - July 2008
TD Ameritrade   July 2007 - November 2007
Quiznos  October 2006 - July 2007
PayPal  September 2005 - October 2006
The Nebraska Medical Center  October 2004 - September 2005

Skills
Series 7, Series 63, Series 24, Financial Services, Relationship Management, Risk Management, Business Analysis, Process Improvement, Mutual Funds, Securities, Equities, Options, Fixed Income, Investments, Trading, Vendor Management, Data Analysis, Insurance, Banking, Back Office, Asset Allocation

Education
Creighton University   1990 — 1997
B.S., Biology

Danielle Hampton Danielle Hampton Greater Omaha Area Details
Danielle Hampton's TD Ameritrade Experience July 1998 - January 2001
Job Chief Compliance Officer at First National Capital Markets
Industry Financial Services
Experience
First National Capital Markets  August 2014 - Present
First National Capital Markets  June 2010 - Present
First National Capital Markets  June 2008 - June 2010
First National Capital Markets  September 2002 - June 2008
E*Trade Financial  September 2001 - September 2002
Brennan Financial Services   February 2001 - September 2001
TD Ameritrade   July 1998 - January 2001

Education
Creighton University   1994 — 1998
BA, Psychology

Marian High School   1990 — 1994

Jacob MacCarron Jacob MacCarron Omaha, Nebraska Details
Jacob MacCarron's TD Ameritrade Experience April 2013 - Present
Job Financial Rep at TD Ameritrade
Industry Higher Education
Experience
TD Ameritrade   April 2013 - Present
TD Ameritrade   November 2012 - Present
National Weather Service  October 2011 - May 2012
Creighton University  September 2011 - May 2012
Creighton Atmospheric Science Society   September 2011 - May 2012
Creighton University  August 2008 - May 2012
Robertsons Pools   April 2009 - August 2009
ADDITIONALLittle Pete’s Restaurant   March 2006 - August 2008

Skills
Research, Fortran, Science, Microsoft Office, Physics, Teaching, PowerPoint, Statistics, Microsoft Excel, Environmental Science, University Teaching, Social Media, Editing, Higher Education, Data Analysis

Education
Creighton University   2008 — 2012
Bachelor of Science, Atmospheric Sciences

Flower Mound High School   2004 — 2008
High School Diploma, General

Jeremy Hauer Jeremy Hauer Greater Omaha Area Details
Jeremy Hauer's TD Ameritrade Experience February 2010 - April 2010
Job Fund Administration
Industry Financial Services
Experience
Gemini Fund Services  January 2015 - Present
Gemini Fund Services  October 2011 - Present
Gemini Fund Services  October 2011 - November 2012
Lutz Financial   October 2010 - February 2012
Northern Leauge   July 2009 - October 2010
TD Ameritrade   February 2010 - April 2010

Education
Creighton University   2007 — 2009
BSBA, Finance

Indian Hills Community College   2005 — 2007
AA degree

Daniel Seaman Daniel Seaman Greater Omaha Area Details
Daniel Seaman's TD Ameritrade Experience February 2015 - Present
Job Market Risk Analyst at TD Ameritrade
Industry Computer Software
Experience
TD Ameritrade   February 2015 - Present
WebEquity Solutions  June 2012 - February 2015
TD Ameritrade   February 2007 - June 2012

Skills
Options, Equities, Risk Management, Product Management, Software Design, Product Road Mapping, Data Analysis, Databases, Software Prototyping, Financial Analysis, Series 63, Business Strategy, Public Speaking, Credit, Security, Financial Modeling, Investments, Portfolio Management, Loans, VBA, Credit Analysis, Series 7, SQL, Business Analysis

Education
University of Nebraska at Omaha   2012 — 2015
Master of Science (MS), Management Information Systems

Creighton University   2002 — 2006
Bachelor of Arts (B.A.), Philosophy

Jerry Carnazzo Jerry Carnazzo Omaha, Nebraska Details
Jerry Carnazzo's TD Ameritrade Experience March 2014 - September 2014
Job B2B Sales Supervisor at Omaha Steaks
Industry Food & Beverages
Experience
Omaha Steaks  September 2014 - Present
TD Ameritrade   March 2014 - September 2014
FSI Nutrition, Inc.   May 2008 - October 2013

Skills
Account Management, Customer Service, Leadership, New Business Development, Sales, Sales Management, Social Media Marketing, Event Planning, Management, Microsoft Office, Outlook, Social Networking, PowerPoint

Education
Creighton University   2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Marketing

Bob Hruska Bob Hruska Greater Omaha Area Details
Bob Hruska's TD Ameritrade Experience 1999 - July 2004
Job Internal Wholesaler
Industry Financial Services
Experience
Pacific Life  July 2005 - Present
TD Ameritrade   1999 - July 2004
United States Marine Corps  June 1998 - June 2004

Skills
Fixed Annuities, 401k, Underwriting, Customer Service, Team Building, Microsoft Office, Consultative Selling,..., Series 7, Series 63

Education
Creighton University   1999 — 2003
Bachelor’s Degree, Accounting and Finance

Omaha Central

Barb Lightner Barb Lightner Greater Omaha Area Details
Barb Lightner's TD Ameritrade Experience March 2014 - Present
Job Senior Enterprise Project Manager at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade   March 2014 - Present
TD Ameritrade   August 2010 - March 2014
TD Ameritrade   May 2004 - August 2010
Nebraska Legislature  January 2003 - May 2004
First Data Corporation  1999 - 2002
CSG Systems  May 1994 - May 1998

Skills
SDLC, Portfolio Management, Risk Management, Business Analysis, Vendor Management, Financial Services, Process Improvement, Securities, Equities, Relationship Management, Visio, Requirements Gathering, Project Portfolio..., Requirements Analysis, Software Documentation, Software Project..., Program Management, Business Requirements, Project Management, Management, Enterprise Software, Waterfall, PMO, Business Process..., IT Strategy, Agile Project Management, Enterprise Architecture, Integration, Business Process

Education
Creighton University
BSBA, Finance

Matt Madigan Matt Madigan Greater Omaha Area Details
Matt Madigan's TD Ameritrade Experience October 2011 - Present
Job Director at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   October 2011 - Present
TD Ameritrade   October 2000 - October 2011

Skills
Securities, Series 7, Series 63, Equities, Fixed Income, Financial Services, Series 24, FINRA, Trading, Risk Management, Investments, Mutual Funds, Derivatives, Capital Markets, Bloomberg, Options, Prime Brokerage, ETFs, Financial Markets, Bonds, Hedge Funds, Trading Systems, Wealth Management, Asset Management, Portfolio Management, Securities Lending, Management

Education
Creighton University   1999 — 2001
MBA

Creighton University   1993 — 1997

Amy (Thurmond) Johnson Amy (Thurmond) Johnson Greater Omaha Area Details
Amy (Thurmond) Johnson's TD Ameritrade Experience 2001 - 2002
Job Art Director at Physicians Mutual
Industry Graphic Design
Experience
Physicians Mutual  July 2013 - Present
Physicians Mutual  June 2005 - July 2013
Physicians Mutual  June 2002 - June 2005
TD Ameritrade   2001 - 2002

Skills
Graphic Design, Creative Direction, Direct Mail, Advertising, Email Marketing, Brand Development, Creative Strategy, Direct Marketing, Web Design, Digital Marketing, Adobe Creative Suite, Copywriting, Newsletters, Online Marketing, Art Direction, Marketing Communications, Leadership, Integrated Marketing, Branding & Identity, Social Media, Marketing, Marketing Strategy, Social Media Marketing, Brand Management, Corporate Communications, Branding, Logo Design, Layout, InDesign, Art, Online Advertising, QuarkXPress, Brochures, Customer Service, Corporate Branding, Facebook Marketing, Graphics, Corporate Identity, Typography, Illustrator, Visual Communication, Adobe Acrobat, Photoshop, Mac, Dreamweaver, Relationship Building, Posters

Education
Creighton University   1998 — 2002
Bachelor of Science (BS), Graphic Design and Visual Communications, Minor in French

Université de Bourgogne   2001 — 2001
French Studies

University of East Anglia   2000 — 2000
Creative Writing, Film & Museology

Marian High School   1994 — 1998

JJ Kortan JJ Kortan Greater Omaha Area Details
JJ Kortan's TD Ameritrade Experience January 2010 - February 2011
Job Director of Business Development RONCO Construction Company
Industry Construction
Experience
Ronco Construction Company   April 2013 - Present
LJK Investments LLC   October 2009 - Present
CB Richard Ellis  July 2010 - May 2011
TD Ameritrade   January 2010 - February 2011

Skills
Executive Coaching..., Collaboration of Teams..., Merchandising, Real Estate, Investments, Retail, Investment Properties, E-commerce, PowerPoint, Social Media, Market Research, Marketing, Finance, Recruiting, Training

Education
Creighton University   2013 — 2016
Master of Business Administration (MBA), Finance

University of Nebraska at Omaha   2003 — 2008
BA, Business Management & Real Estate

University of San Diego   2002 — 2004
economics

Catherine Luth Catherine Luth Greater Omaha Area Details
Catherine Luth's TD Ameritrade Experience April 2009 - Present
Job Associate Counsel at TD Ameritrade
Industry Law Practice
Experience
TD Ameritrade   April 2009 - Present
McGrath North Mullin & Kratz  June 2006 - April 2009

Education
Creighton University   2003 — 2006
JD, Law

Creighton University School of Law   2003 — 2006

Montana State University-Bozeman   1999 — 2002
B.S., Justice Studies; English

Texas A&M University   1997 — 1998
Biomedical Science

Bryce Tanaka Bryce Tanaka Greater San Diego Area Details
Bryce Tanaka's TD Ameritrade Experience 2004 - Present
Job . at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   2004 - Present

Skills
Series 7, Public Speaking, Securities, Wealth Management, Series 63

Education
Creighton University   2000 — 2004

Karla Farris, PMP Karla Farris, PMP Greater Omaha Area Details
Karla Farris, PMP's TD Ameritrade Experience August 2013 - Present
Job Enterprise Project Manager II at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade   August 2013 - Present
Solutionary  February 2009 - May 2013
Northern Natural Gas  July 2003 - December 2008
Ensite  2002 - 2003
First Data Resources  1999 - 2002
Inacom  1995 - 1999

Skills
Business Analysis, Project Management, Integration, Maintaining Strong..., Cross-functional Team..., Agile Project Management, Business process..., Service Delivery, PMP, SDLC, Business Process, Vendor Management, PCI DSS, Network Security, Information Security..., IT Service Management, Software Project..., PMO, Agile Methodologies, SharePoint, Management, Process Improvement, Data Center, Leadership, Software Development, Project Portfolio..., Incident Management, Visio, Cloud Computing, Business Continuity, Security, MS Project, Outsourcing, Testing, Disaster Recovery, Professional Services, CRM, Resource Management, Vulnerability Management, Computer Security, IT Audit, Business Intelligence, Scrum, Managed Services, IT Operations, Infrastructure, Virtualization, IT Management, Business Process..., Information Security

Education
Project Management Institute
PMP (Project Management Professional), Project Management

George Washington University   1997 — 1999
Masters Certificate, Project Management

Creighton University   1991 — 1996
Bachelor of Science, Management Information Systems (MIS)

Jim Gamerl Jim Gamerl Greater Omaha Area Details
Jim Gamerl's TD Ameritrade Experience May 2004 - Present
Job Business Analyst at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade   May 2004 - Present
TD Ameritrade   August 2002 - May 2004

Skills
Business Requirements, Requirements Gathering, Series 7, Mutual Funds, SDLC, Business Analysis, Systems Analysis, Waterfall, Securities, Requirements Analysis, Risk Management, Financial Services, Visio, Vendor Management, User Acceptance Testing

Education
Creighton University   1989 — 1993
BA, Philosophy

Andrew Millard Andrew Millard Washington, District Of Columbia Details
Andrew Millard's TD Ameritrade Experience May 2006 - August 2006
Job Associate Director Clinical Implementation at Evolent Health
Industry Health, Wellness and Fitness
Experience
Evolent Health  August 2015 - Present
Evolent Health  August 2014 - Present
Cumberland Consulting Group  February 2014 - August 2014
Cumberland Consulting Group  June 2013 - February 2014
Cumberland Consulting Group  May 2011 - June 2013
Nebraska Methodist Health System  August 2007 - May 2011
Methodist Hospital  December 2008 - October 2010
Methodist Health System Decontamination Team   January 2008 - October 2010
Methodist Hospital  November 2007 - January 2008
TD Ameritrade   May 2006 - August 2006

Skills
Healthcare, Hospitals, Healthcare Management, Excel, Strategic Planning, Microsoft Office, PowerPoint, Word, Research, Problem Solving, Outlook, Data Analysis, Writing, Analysis, Process Improvement, Market Research, Administration, Budgeting, Access, Non-profits, Compliance, Business Strategy, Statistics, Microsoft Excel, Leadership, Project Planning, Healthcare Consulting, EMR, Management, Project Management, Revenue Cycle, HIPAA, Microsoft Word

Education
Saint Louis University   2003 — 2007
B.S.B.A, Economics

Creighton University   2007 — 2010
Pre-Medicine

University of Nebraska at Omaha   2007 — 2010
Pre-Medicine

Saint Louis University Madrid Campus   2006 — 2006
Bachelor's degree, Economics

Benjamin Rouch Benjamin Rouch Dallas/Fort Worth Area Details
Benjamin Rouch's TD Ameritrade Experience October 2014 - Present
Job Managing Director Investor Services at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   October 2014 - Present
TD Ameritrade   October 2011 - September 2014
TD Ameritrade   May 2009 - September 2011
TD Ameritrade   February 2006 - May 2009

Skills
Securities, Mutual Funds, Options, Team Building, Equities, Series 7, Series 65, Customer Service, Call Center Management, Lean Management, Associate Engagement, Series 63, Series 24, Series 4, Series 55, o, Asset Allocation, Call Centers, FINRA, Leadership, Risk Management

Education
Creighton University
Bachelor of Arts (B.A.), English Language and Literature/Letters

New York University
Associate of Arts (A.A.), Humanities/Humanistic Studies

Bryce Brackle Bryce Brackle Greater Omaha Area Details
Bryce Brackle's TD Ameritrade Experience October 2014 - Present
Job Senior Manager, Financial Analysis at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   October 2014 - Present
TD Ameritrade   March 2013 - October 2014
TD Ameritrade   July 2005 - March 2013
TD Ameritrade   January 2005 - July 2005

Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Financial Reporting, Finance, Forecasting, Process Improvement, Series 7, Hyperion Performance..., Financial Markets

Education
Creighton University   2000 — 2004
BSBA, Finance

Chad Reeson Chad Reeson Greater Omaha Area Details
Chad Reeson's TD Ameritrade Experience October 2011 - February 2013
Job Investment Analyst at First Nebraska Trust Company
Industry Financial Services
Experience
First Nebraska Trust Company   March 2013 - Present
TD Ameritrade   October 2011 - February 2013
TD AMERITRADE   November 2005 - October 2011

Skills
Risk Management, Equities, Securities, Fixed Income, Alternative Investments, Portfolio Management, Investments, Financial Risk, Financial Modeling, Banking

Education
Creighton University   2012 — 2016
Master of Investment Management and Financial Analysis (MIMFA)

University of Nebraska at Omaha   1997 — 2001
Bachelor of Business Administration (BBA), Finance and Banking

Greg Gerber Greg Gerber Greater Omaha Area Details
Greg Gerber's TD Ameritrade Experience June 2009 - August 2009
Job Finance Major at Creighton University
Industry Financial Services
Experience
Brix  December 2009 - Present
TD Ameritrade   June 2009 - August 2009
CYC  May 2008 - July 2008

Education
Creighton University   2007 — 2010
Finance

Marijo Lalley Marijo Lalley Greater Boston Area Details
Marijo Lalley's TD Ameritrade Experience September 2007 - January 2008
Job Senior Manager at Deloitte Tax, LLP
Industry Accounting
Experience
Deloitte  September 2011 - Present
Compliance Technologies International, LLP  February 2008 - September 2011
TD Ameritrade   September 2007 - January 2008
TD Ameritrade   September 1998 - July 2007

Skills
Asset Management, Equities, Financial Services, Investments, Leadership, Management, Mutual Funds, Process Improvement, Program Management, Project Management, SDLC, Series 7, Visio

Education
Creighton University   1983 — 1988
BA, Organizational Communications

Michael Pray Michael Pray Greater Omaha Area Details
Michael Pray's TD Ameritrade Experience April 2005 - June 2005
Job Sr Application Developer at Union Pacific Railroad
Industry Computer Software
Experience
Union Pacific Railroad  January 2014 - Present
Union Pacific Distribution Services  March 2011 - December 2013
CSSS.Net  2008 - 2011
Sirius Computer Solutions  May 2007 - May 2008
The Durham Museum  May 2006 - April 2007
TD Ameritrade   April 2005 - June 2005

Skills
Java, Databases, JavaScript, AngularJS, SQL, XML, CSS, jQuery, Oracle SQL, Spring, Eclipse Rich Client..., Eclipse, Flex, Wicket, Maven, Adobe Flex, Spring Framework

Education
Creighton University   2012 — 2015
Master of Business Administration (MBA)

University of Nebraska at Omaha   2004 — 2008
B.S. Management Information Systems and B.S.B.A in Economics

Bob Slezak Bob Slezak Greater Omaha Area Details
Bob Slezak's TD Ameritrade Experience 1999 - Present
Job Independent Financial Services Professional
Industry Financial Services
Experience
TD Ameritrade   1999 - Present
Ameritrade< inc.   1999 - Present

Education
Creighton University   1987 — 1989
Master of Business Administration (MBA), Finance, General

University of Nebraska at Omaha   1976 — 1979
Bachelor of Science in Business Administration, Accounting

Cathy Chamberlain Cathy Chamberlain Greater Omaha Area Details
Cathy Chamberlain's TD Ameritrade Experience January 2000 - January 2002
Job Manager, ePublishing using HP Exstream
Industry Information Technology and Services
Experience
Blue Cross and Blue Shield of Nebraska  February 2012 - Present
TEKsystems/First Data   August 2009 - August 2010
TD AMERITRADE Holding Corporation   January 1995 - January 2009
TD Ameritrade   January 2000 - January 2002

Skills
Software Documentation, SDLC, Requirements Gathering, Risk Management, Business Analysis, Project Management, Integration, Testing, Requirements Analysis, COBOL, Management, Analysis, Business Requirements, Program Management, Unix, Vendor Management, Visio, Agile Methodologies, Software Project..., PMP, Business Intelligence, Systems Analysis, Databases, Enterprise Architecture, SharePoint, User Acceptance Testing

Education
Creighton University   1999 — 2004
certificate

Creighton University
Certificate

Creighton University
Certificate

Chris Kee, PMP Chris Kee, PMP Greater Omaha Area Details
Chris Kee, PMP's TD Ameritrade Experience May 2011 - April 2013
Job Manager, PMO at ACI Worldwide
Industry Financial Services
Experience
ACI Worldwide  October 2013 - Present
ACI Worldwide  July 2013 - October 2013
Experis  April 2013 - July 2013
TD Ameritrade   May 2011 - April 2013
TD Ameritrade   July 2005 - June 2011
TD Ameritrade   December 2001 - July 2005
Kiewit  2001 - 2001
Interpublic Group  1999 - 2001
The Information House   March 1998 - October 1999

Skills
PeopleSoft, HRIS, Project Management, Business Analysis, SDLC, Data Warehousing, Business Intelligence, Management, PMO, Process Improvement, Requirements Analysis, Cross-functional Team..., Software Documentation, Enterprise Software, Data Conversion, Payroll, Vendor Management, Human Resources, Visio, Requirements Gathering, SharePoint, Integration, Business Process, PMP, Project Portfolio..., Program Management, Software Project...

Education
Hawaii Pacific University   1995 — 1997
CIS, Business Administration and Computer Information Systems

Creighton University

Greg Newlin Greg Newlin Dallas/Fort Worth Area Details
Greg Newlin's TD Ameritrade Experience January 2011 - Present
Job Managing Director at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional  September 2014 - Present
TD Ameritrade   January 2011 - Present
TD Ameritrade Institutional  November 2007 - January 2011
TD Ameritrade   January 2004 - December 2007
TD Ameritrade   January 2001 - December 2004
TD Ameritrade   February 1999 - December 2001

Skills
Series 24, Mutual Funds, Series 7, Series 63, Securities, Wealth Management, Asset Allocation, Strategy, FINRA, Financial Services, Options, Portfolio Management, Investments, Investment Advisory

Education
University of Nebraska at Omaha   1995 — 1997
Education

Creighton University   1990 — 1995
Education

Joseph McAuliffe Joseph McAuliffe Greater Omaha Area Details
Joseph McAuliffe's TD Ameritrade Experience January 2007 - Present
Job Relationship Manager at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional  March 2014 - Present
TD Ameritrade   January 2007 - Present

Skills
Series 7, Series 63, Mutual Funds, Wealth Management, Retirement Planning, Investments, Securities, Uniform Combined State..., Portfolio Management, Financial Analysis, Relationship Management, Financial Advisory, 401k, Financial Modeling, Insurance

Education
Creighton University   2003 — 2007
Bachelors, Marketing

Keith Barnes Keith Barnes Omaha, Nebraska Details
Keith Barnes's TD Ameritrade Experience March 2008 - Present
Job Investment Consultant TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   March 2008 - Present

Education
Creighton University   2002 — 2005

Chris Leader Chris Leader Greater Omaha Area Details
Chris Leader's TD Ameritrade Experience September 2013 - Present
Job Program Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   September 2013 - Present
TD Ameritrade   September 2009 - September 2013
TD Ameritrade   November 2007 - September 2009
TD Ameritrade   February 2006 - November 2007

Skills
Financial Services, Mutual Funds, Wealth Management, Banking, Equities, Securities, Investments, Risk Management, Series 7, Fixed Income, Financial Analysis, Portfolio Management

Education
University of Nebraska at Omaha   2000 — 2003
MBA

Creighton University

Darshil Parikh Darshil Parikh Chicago, Illinois Details
Darshil Parikh's TD Ameritrade Experience May 2008 - August 2008
Job Principal Examiner/Auditor
Industry Banking
Experience
NCUA  July 2010 - Present
Union Pacific Railroad  January 2009 - February 2010
TD Ameritrade   May 2008 - August 2008
Creighton University  August 2006 - May 2008
Gold USA, Inc   August 2003 - May 2006

Skills
Accounting, Financial Reporting, Financial Analysis, Auditing, Finance, Banking, Credit Risk, Microsoft Word, Public Speaking, Credit

Education
Creighton University   2006 — 2010
Bachelor of Business Administration (BBA), Accounting and Finance

Travis Thomas Travis Thomas Greater Omaha Area Details
Travis Thomas's TD Ameritrade Experience March 2013 - October 2014
Job Market Manager at Redfin
Industry Real Estate
Experience
Redfin  October 2014 - Present
TD Ameritrade   March 2013 - October 2014
Travis M Thomas, Real Estate Broker   November 2008 - October 2014
TD Ameritrade   October 2008 - March 2013
Conerstone Commercial Real Estate   October 2007 - October 2008
Celebrity Homes Omaha   December 2006 - October 2007

Skills
Investments, Series 7, Series 63, Series 65, FINRA, Uniform Combined State..., Wealth Management, Securities, Investment Advisory, Asset Allocation, Retirement Planning, Portfolio Management, Bloomberg, Fixed Income, Investment Strategies, Mutual Funds, Equities, Trading, Strategic Financial..., Options, Real Estate, Sales

Education
Creighton University   2009 — 2011
Master's, Securities Analysis, Portfolio Management

University of Nebraska at Omaha   2003 — 2007
Bachelor's, Finance, Real Estate

Corey Comer Corey Comer Greater Omaha Area Details
Corey Comer's TD Ameritrade Experience July 2014 - Present
Job Manager, Technology Finance at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   July 2014 - Present
TD Ameritrade   April 2012 - July 2014
ConAgra Foods  October 2010 - April 2012
First National Bank of Omaha  March 2007 - October 2010

Skills
Financial Analysis, Financial Modeling, Business Analysis, Finance, Banking, Financial Reporting, Risk Management, Forecasting, Credit, Process Improvement, Financial Services, Accounting, Managerial Finance, Analysis, SAP, Mergers & Acquisitions, Internal Controls, Budgets, Credit Risk, Financial Risk, Cross-functional Team..., Insurance

Education
Creighton University   1996 — 2000
BSBA, Finance

Brad Gude Brad Gude Silver Spring, Maryland Details
Brad Gude's TD Ameritrade Experience August 1999 - August 2000
Job Special Counsel at U.S. Securities and Exchange Commission
Industry Law Practice
Experience
US Securities and Exchange Commission  August 2003 - Present
TD Ameritrade   August 1999 - August 2000

Skills
Securities Law, Securities Regulation, Administrative Law, Legal Writing, Legal Research, Financial Regulation, Legal Advice, Investigations, Securities, Government..., Private Investigations, Corporate Governance

Education
The Catholic University of America   2000 — 2003
JD, Law, 3.348

Creighton University   1994 — 1998
BA, English

Kara Dally Kara Dally Papillion, Nebraska Details
Kara Dally's TD Ameritrade Experience June 2009 - Present
Job Senior Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   June 2009 - Present
TD Ameritrade   June 2006 - June 2009
US Navy  May 2003 - July 2005

Skills
Financial Services, Risk Management, Securities, Series 7, Mutual Funds, Process Improvement, Investments, Series 24, FINRA, Wealth Management, Portfolio Management, Equities, Fixed Income, Relationship Management

Education
Creighton University   2006 — 2009
Master of Business Administration (M.B.A.)

United States Naval Academy   1999 — 2003
Bachelor's degree, Quantatitive Analysis

Jonelle Faust Jonelle Faust Omaha, Nebraska Details
Jonelle Faust's TD Ameritrade Experience Senior operations representativeBancWestMarch 2014 - Present
Job Senior OperationsSpecialist
Industry Financial Services
Experience
TD Ameritrade   Senior operations representativeBancWestMarch 2014 - Present

Education
Creighton University   1994 — 1998
Bachelor of Science in Business Administration, Marketing

Matthew Piskorski Matthew Piskorski Omaha, Nebraska Details
Matthew Piskorski's TD Ameritrade Experience March 1998 - July 2008
Job Tier 1 NOC Engineer at Ballantyne Strong
Industry Internet
Experience
Ballantyne Strong  October 2014 - Present
Ballantyne Strong  September 2013 - September 2014
PayPal  September 2009 - May 2013
TD Ameritrade   March 1998 - July 2008
Valmont Industries  February 1989 - March 1998

Skills
E-commerce, Product Management, Analytics, Digital Marketing, Web Analytics, Account Management, Microsoft Office, Computer Network..., Programming, Leadership, Project Management, Security, Process Improvement, Team Building, Networking, Technical Support, Unix

Education
Creighton University   1985 — 1987
Mathematics and Computer Science

Archbishop Bergan Catholic High School   1982 — 1985
Diploma, General Studies

Erin Houseton Erin Houseton Council Bluffs, Iowa Details
Erin Houseton's TD Ameritrade Experience 2007 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
TD Ameritrade   2007 - 2013
Pier 1 Imports  August 2003 - June 2007

Skills
Series 7, Series 63, Customer Service, Equities, Equity Trading, Photography, PowerPoint, Microsoft Excel, Options Strategies, Trading Systems, Phone Etiquette

Education
Creighton University   2000 — 2004
Bachelor of Arts (BA), Art History, Criticism and Conservation

Greg Sernett Greg Sernett Keller, Texas Details
Greg Sernett's TD Ameritrade Experience July 2012 - Present
Job Director, Institutional Compliance at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   July 2012 - Present

Education
Washington University in St. Louis   1982 — 1986
JD/MBA

Creighton University   1978 — 1982
BSBA, Finance and Financial Management Services

Nicholas Mascio Nicholas Mascio Los Angeles, California Details
Nicholas Mascio's TD Ameritrade Experience Investment ConsultantTD AmeritradeJune 2015 - Present
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade   Investment ConsultantTD AmeritradeJune 2015 - Present

Education
Creighton University   2010 — 2014

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