TD Ameritrade Institutional
Industry: Company
DescriptionParent organization: TD WATERHOUSE INVESTOR SERVICES INC Subsidiary: FA Insight, LLC
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TD Ameritrade Institutional Employees
Employee
Years
Job
Industry
Shauna Ruyle Shauna Ruyle's TD Ameritrade Institutional Experience January 2008 - December 2010
Job Content Strategist/Marcom Consultant | Advocate for Women in Tech & Leadership
Industry Information Technology and Services
Experience
Women's Hackathon @ CSUSM March 2014 - Present
eMessaging July 2013 - Present
SaaSMAX Corp. March 2015 - Present
AAUW San Diego Branch July 2013 - Present
BofI Federal Bank December 2010 - July 2013
TD Ameritrade Institutional January 2008 - December 2010
Microsoft January 2004 - September 2007
Iomega Corporation February 2000 - July 2001
Skills
Marketing, Leadership, Digital Marketing, Marketing Communications, Email Marketing, Social Media Marketing, Online Marketing, Marketing Strategy, Lead Generation, Sales, E-commerce, Analytics, Online Advertising, Social Media, Project Management, Sales Management, Sales Operations, Web Analytics, Salesforce.com, Competitive Analysis, Event Management, Entrepreneurship, Customer Acquisition, Customer Retention, Direct Marketing, Customer Experience, SEO, Mobile Marketing, SEM, PPC, Google Analytics, Customer Centric..., Social CRM, Data Visualization, Content Strategy, Brand Awareness, Digital Copywriting, Social Listening, Coaching, Social Entrepreneurship, Women's Leadership
Education
California State University San Marcos
MBA, Business Administration
California State University-San Marcos
Bachelor's degree, Psychology
Women's Hackathon @ CSUSM March 2014 - Present
eMessaging July 2013 - Present
SaaSMAX Corp. March 2015 - Present
AAUW San Diego Branch July 2013 - Present
BofI Federal Bank December 2010 - July 2013
TD Ameritrade Institutional January 2008 - December 2010
Microsoft January 2004 - September 2007
Iomega Corporation February 2000 - July 2001
Skills
Marketing, Leadership, Digital Marketing, Marketing Communications, Email Marketing, Social Media Marketing, Online Marketing, Marketing Strategy, Lead Generation, Sales, E-commerce, Analytics, Online Advertising, Social Media, Project Management, Sales Management, Sales Operations, Web Analytics, Salesforce.com, Competitive Analysis, Event Management, Entrepreneurship, Customer Acquisition, Customer Retention, Direct Marketing, Customer Experience, SEO, Mobile Marketing, SEM, PPC, Google Analytics, Customer Centric..., Social CRM, Data Visualization, Content Strategy, Brand Awareness, Digital Copywriting, Social Listening, Coaching, Social Entrepreneurship, Women's Leadership
Education
California State University San Marcos
MBA, Business Administration
California State University-San Marcos
Bachelor's degree, Psychology
Michael Turvey, CFP®, CMT Michael Turvey, CFP®, CMT's TD Ameritrade Institutional Experience January 2015 - Present
Job Senior Strategist Institutional Trading Education at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional January 2015 - Present
Investools from TD Ameritrade Holding Corp. November 2003 - December 2014
Botta Capital Management LLC 2001 - 2003
RTB Derivatives LLC 1999 - 2001
PJV Options Inc. 1995 - 1999
Skills
Asset Allocation, Portfolio Management, Financial Planning, Hedging, Technical Analysis, Options, Financial Markets, Fixed Income, ETFs, Investments, Trading, Strategic Financial..., Investment Strategies, Coaching, Asset Management, Investment Management, Derivatives, Risk Management, Training, Financial Services, Retirement Planning, Business Strategy, Trading Systems, Finance, Securities, Series 7
Education
College for Financial Planning 2008 — 2009
University of Illinois 1988 — 1992
BA, History
TD Ameritrade Institutional January 2015 - Present
Investools from TD Ameritrade Holding Corp. November 2003 - December 2014
Botta Capital Management LLC 2001 - 2003
RTB Derivatives LLC 1999 - 2001
PJV Options Inc. 1995 - 1999
Skills
Asset Allocation, Portfolio Management, Financial Planning, Hedging, Technical Analysis, Options, Financial Markets, Fixed Income, ETFs, Investments, Trading, Strategic Financial..., Investment Strategies, Coaching, Asset Management, Investment Management, Derivatives, Risk Management, Training, Financial Services, Retirement Planning, Business Strategy, Trading Systems, Finance, Securities, Series 7
Education
College for Financial Planning 2008 — 2009
University of Illinois 1988 — 1992
BA, History
Bryan T. Baas Bryan T. Baas's TD Ameritrade Institutional Experience April 2015 - Present
Job Managing Director Risk Oversight and Controls at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional April 2015 - Present
TD Ameritrade January 2011 - Present
Fidelity Investments December 2009 - January 2011
Fidelity Investments, FMR Co. 2001 - January 2010
Fidelity Investments January 2005 - December 2009
Fidelity 1991 - 2008
Fidelity Investments September 1997 - April 2001
Skills
Risk, Operational Risk, Risk Assessment, Risk Mitigation, Series 7, Series 24, Business Continuity and..., Operational Compliance, Internal Audit, Risk Management, Financial Risk, Business Continuity, Analysis, Trading, Program Management, Internal Controls, Leadership, Management, Financial Services
Education
University of Cincinnati College of Business 1985 — 1987
Business Adminstration
Miami University 1983 — 1985
Business Adminstration
TD Ameritrade Institutional April 2015 - Present
TD Ameritrade January 2011 - Present
Fidelity Investments December 2009 - January 2011
Fidelity Investments, FMR Co. 2001 - January 2010
Fidelity Investments January 2005 - December 2009
Fidelity 1991 - 2008
Fidelity Investments September 1997 - April 2001
Skills
Risk, Operational Risk, Risk Assessment, Risk Mitigation, Series 7, Series 24, Business Continuity and..., Operational Compliance, Internal Audit, Risk Management, Financial Risk, Business Continuity, Analysis, Trading, Program Management, Internal Controls, Leadership, Management, Financial Services
Education
University of Cincinnati College of Business 1985 — 1987
Business Adminstration
Miami University 1983 — 1985
Business Adminstration
Jennifer Im Jennifer Im's TD Ameritrade Institutional Experience January 2006 - April 2011
Job Project Managing Officer
Industry Financial Services
Experience
HSBC August 2013 - Present
HSBC Securities October 2011 - August 2013
TD Ameritrade Institutional January 2006 - April 2011
Image Solutions, Inc August 2001 - January 2006
Education
Fairleigh Dickinson University 2002 — 2004
HSBC August 2013 - Present
HSBC Securities October 2011 - August 2013
TD Ameritrade Institutional January 2006 - April 2011
Image Solutions, Inc August 2001 - January 2006
Education
Fairleigh Dickinson University 2002 — 2004
Jack Cooper Jack Cooper's TD Ameritrade Institutional Experience August 2014 - June 2015
Job Associate Partnership Integration at Beacon Pointe Wealth Advisors
Industry Investment Management
Experience
Beacon Pointe Wealth Advisors July 2015 - Present
TD Ameritrade Institutional August 2014 - June 2015
TD Ameritrade Institutional June 2014 - August 2014
Boston College Cable TV Services September 2011 - May 2014
Natixis Global Asset Management June 2013 - August 2013
Beacon Pointe Advisors May 2011 - January 2013
Eastman Technologies February 2010 - August 2010
Jack's Surfboards July 2008 - October 2009
U.S. House of Representatives July 2009 - July 2009
Skills
Fixed Income, Financially Literate, Proficient Communicator, Client Service Oriented, Asset Allocation, Rebalancing, Zephyr Style Advisor, Junxure, Guidestar, Morningstar, Wilshire, Social Networking, Recruiting, Private Client Services, Value Investing, Alternative Investments, Institutional Consulting, Strategic Financial..., Financial Accounting, Inventory Analysis, Negotiation, Human Resources, Business Ethics, Professional Ethics, Risk Management, Internal Controls, Communication, Client Services, Financial Planning, Microsoft Office
Education
Boston College 2010 — 2014
Bachelor of Arts (B.A.), History
Mater Dei High School 2006 — 2010
Andersen
Beacon Pointe Wealth Advisors July 2015 - Present
TD Ameritrade Institutional August 2014 - June 2015
TD Ameritrade Institutional June 2014 - August 2014
Boston College Cable TV Services September 2011 - May 2014
Natixis Global Asset Management June 2013 - August 2013
Beacon Pointe Advisors May 2011 - January 2013
Eastman Technologies February 2010 - August 2010
Jack's Surfboards July 2008 - October 2009
U.S. House of Representatives July 2009 - July 2009
Skills
Fixed Income, Financially Literate, Proficient Communicator, Client Service Oriented, Asset Allocation, Rebalancing, Zephyr Style Advisor, Junxure, Guidestar, Morningstar, Wilshire, Social Networking, Recruiting, Private Client Services, Value Investing, Alternative Investments, Institutional Consulting, Strategic Financial..., Financial Accounting, Inventory Analysis, Negotiation, Human Resources, Business Ethics, Professional Ethics, Risk Management, Internal Controls, Communication, Client Services, Financial Planning, Microsoft Office
Education
Boston College 2010 — 2014
Bachelor of Arts (B.A.), History
Mater Dei High School 2006 — 2010
Andersen
Adrienne Weinman Adrienne Weinman's TD Ameritrade Institutional Experience October 2011 - April 2013
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2013 - Present
TD Ameritrade Institutional October 2011 - April 2013
TD Ameritrade Institutional January 2011 - October 2011
Charles Schwab January 2010 - January 2011
Skills
Foreign Currency, Foreign Exchange, Series 7, Microsoft Office, Futures Trading, Portfolio Management, Investments, Bloomberg Terminal, Commodity Markets, Financial Services, Commodity, Series 9/10, Uniform Combined State..., Trading, Foreign Currency..., SuRPAS, Citrix, Notary Public, Mutual Funds, Thompson One, FINRA, Linedata Mfact, EXTRA, Trade Execution System..., Client Central, PeopleSoft, Uniform Combined State..., Series 66, TD Ameritrade..., Thomson One, Oracle Imaging and..., SQL Server Reporting...
Education
Arizona State University 2002 — 2006
Bachelor of Arts, Psychology
Morgan Stanley Wealth Management April 2013 - Present
TD Ameritrade Institutional October 2011 - April 2013
TD Ameritrade Institutional January 2011 - October 2011
Charles Schwab January 2010 - January 2011
Skills
Foreign Currency, Foreign Exchange, Series 7, Microsoft Office, Futures Trading, Portfolio Management, Investments, Bloomberg Terminal, Commodity Markets, Financial Services, Commodity, Series 9/10, Uniform Combined State..., Trading, Foreign Currency..., SuRPAS, Citrix, Notary Public, Mutual Funds, Thompson One, FINRA, Linedata Mfact, EXTRA, Trade Execution System..., Client Central, PeopleSoft, Uniform Combined State..., Series 66, TD Ameritrade..., Thomson One, Oracle Imaging and..., SQL Server Reporting...
Education
Arizona State University 2002 — 2006
Bachelor of Arts, Psychology
Jason Zeng's TD Ameritrade Institutional Experience October 2012 - April 2013
Job Financial Analyst (FP&A) at Choice Hotels International/SkyTouch Technology, CPA Candidate
Industry Information Technology and Services
Experience
SkyTouch Technology August 2014 - Present
HanYuan Education 2014 - Present
Shanghai Pudong Development Bank June 2013 - August 2013
TD Ameritrade Institutional October 2012 - April 2013
Univest Securities May 2012 - September 2012
Keystone Capital Corp June 2011 - September 2011
UC San Diego January 2011 - July 2011
Suravi Inc April 2008 - August 2010
Skills
Accounting, Microsoft Excel, Financial Analysis, Analysis, Leadership, Mandarin, Investments, Finance, Valuation, PowerPoint, Financial Modeling, Data Analysis, Access, Auditing, Accounts Receivable, Strategic Financial..., Financial Reporting, QuickBooks, Economics, Analytical Skills, High Organizational..., Tax Accounting, Managerial Finance, Financial Econometrics, Accounts Payable, Economic Modeling, Strategic Planning, Corporate Finance, Transfer Pricing..., Variance Analysis, Stata, Communication Skills, SAP, US GAAP, Internal Controls, Tax Law, Econometrics, Credit Risk, Forensic Accounting, Tax, Customer Service, Risk Management, Due Diligence, Financial Accounting, GAAP, Financial Statements
Education
Arizona State University, W. P. Carey School of Business 2013 — 2014
Master of Science (MS), Accounting
University of California, San Diego 2010 — 2012
Bachelor of Arts (BA), Economics and Accounting
Santa Barbara City College 2008 — 2010
Associate of Arts (AA), Economics/Mathmatics/Business
SkyTouch Technology August 2014 - Present
HanYuan Education 2014 - Present
Shanghai Pudong Development Bank June 2013 - August 2013
TD Ameritrade Institutional October 2012 - April 2013
Univest Securities May 2012 - September 2012
Keystone Capital Corp June 2011 - September 2011
UC San Diego January 2011 - July 2011
Suravi Inc April 2008 - August 2010
Skills
Accounting, Microsoft Excel, Financial Analysis, Analysis, Leadership, Mandarin, Investments, Finance, Valuation, PowerPoint, Financial Modeling, Data Analysis, Access, Auditing, Accounts Receivable, Strategic Financial..., Financial Reporting, QuickBooks, Economics, Analytical Skills, High Organizational..., Tax Accounting, Managerial Finance, Financial Econometrics, Accounts Payable, Economic Modeling, Strategic Planning, Corporate Finance, Transfer Pricing..., Variance Analysis, Stata, Communication Skills, SAP, US GAAP, Internal Controls, Tax Law, Econometrics, Credit Risk, Forensic Accounting, Tax, Customer Service, Risk Management, Due Diligence, Financial Accounting, GAAP, Financial Statements
Education
Arizona State University, W. P. Carey School of Business 2013 — 2014
Master of Science (MS), Accounting
University of California, San Diego 2010 — 2012
Bachelor of Arts (BA), Economics and Accounting
Santa Barbara City College 2008 — 2010
Associate of Arts (AA), Economics/Mathmatics/Business
Jared De Soto Jared De Soto's TD Ameritrade Institutional Experience February 2014 - Present
Job Relationship Manager II | TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional February 2014 - Present
Edward Jones December 2012 - February 2014
Luxottica Retail November 2002 - December 2012
Bumble Bee Foods August 2010 - December 2010
Skills
Relationship Management, Customer Service, Analysis, Visio, MS Project, Excel - Advanced, Adobe Design Suite, MS Office Suite, Visual Studio, SAP
Education
California State University-San Marcos - College of Business Administration 2006 — 2011
Bachelor of Science (B.S.) in Business Administration, Emphasis in Management Information Systems
TD Ameritrade Institutional February 2014 - Present
Edward Jones December 2012 - February 2014
Luxottica Retail November 2002 - December 2012
Bumble Bee Foods August 2010 - December 2010
Skills
Relationship Management, Customer Service, Analysis, Visio, MS Project, Excel - Advanced, Adobe Design Suite, MS Office Suite, Visual Studio, SAP
Education
California State University-San Marcos - College of Business Administration 2006 — 2011
Bachelor of Science (B.S.) in Business Administration, Emphasis in Management Information Systems
Jason Kurpjuweit Jason Kurpjuweit's TD Ameritrade Institutional Experience April 2014 - Present
Job Product Manager at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional April 2014 - Present
TD Ameritrade Institutional August 2011 - April 2014
PlanMember Financial Corporation November 2009 - August 2011
PlanMember Financial Corporation July 2008 - November 2009
Skills
Series 7, Series 63, Asset Allocation, Investments, Portfolio Management, Mutual Funds, Wealth Management, Asset Management, Investment Advisory, Financial Services, Salesforce.com, CRM
Education
California Polytechnic State University-San Luis Obispo 2003 — 2008
BS, Business Administration, Finance
TD Ameritrade Institutional April 2014 - Present
TD Ameritrade Institutional August 2011 - April 2014
PlanMember Financial Corporation November 2009 - August 2011
PlanMember Financial Corporation July 2008 - November 2009
Skills
Series 7, Series 63, Asset Allocation, Investments, Portfolio Management, Mutual Funds, Wealth Management, Asset Management, Investment Advisory, Financial Services, Salesforce.com, CRM
Education
California Polytechnic State University-San Luis Obispo 2003 — 2008
BS, Business Administration, Finance
Samantha Gardner's TD Ameritrade Institutional Experience 2013 - 2013
Job Relationship Manager II, TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional 2013 - 2013
Lake Forest College 2009 - 2013
Skills
Finance, Economics, Community Outreach, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Research, Statistics
Education
Lake Forest College 2009 — 2013
Bachelor of Liberal Arts, Finance and Philosophy, Graduate
TD Ameritrade Institutional 2013 - 2013
Lake Forest College 2009 - 2013
Skills
Finance, Economics, Community Outreach, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Research, Statistics
Education
Lake Forest College 2009 — 2013
Bachelor of Liberal Arts, Finance and Philosophy, Graduate
Erin McPeters's TD Ameritrade Institutional Experience April 2014 - Present
Job Senior Product Specialist Retirement Plan Solutions TD Ameritrade Institutional Wealth Management
Industry Financial Services
Experience
TD Ameritrade Institutional April 2014 - Present
TD Ameritrade Trust Company, Retirement Plan Solutions September 2006 - Present
Skills
Mutual Funds, Investments, Uniform Combined State..., FINRA, Securities, Leadership, 401k, Equities, Relationship Management, Management, Event Management, Project Management, Strategic Planning, Legal Compliance, Retirement
Education
Metropolitan State College of Denver
Bachelor of Applied Science (B.A.Sc.), Finance and Financial Management Services
TD Ameritrade Institutional April 2014 - Present
TD Ameritrade Trust Company, Retirement Plan Solutions September 2006 - Present
Skills
Mutual Funds, Investments, Uniform Combined State..., FINRA, Securities, Leadership, 401k, Equities, Relationship Management, Management, Event Management, Project Management, Strategic Planning, Legal Compliance, Retirement
Education
Metropolitan State College of Denver
Bachelor of Applied Science (B.A.Sc.), Finance and Financial Management Services
Eric Niergarth's TD Ameritrade Institutional Experience October 2011 - Present
Job Sales Specialist at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional October 2011 - Present
TD Ameritrade Institutional December 2009 - October 2011
TD Ameritrade Institutional July 2009 - December 2009
Ameriprise Financial Services, Inc. May 2008 - August 2008
Skills
Series 7, Series 63, Series 65, Compliance, Six Sigma, Salesforce.com, Financial Services, Relationship Management, Process Improvement
Education
Arizona State University, W. P. Carey School of Business 2005 — 2009
Bachelors of Science, Accounting
TD Ameritrade Institutional October 2011 - Present
TD Ameritrade Institutional December 2009 - October 2011
TD Ameritrade Institutional July 2009 - December 2009
Ameriprise Financial Services, Inc. May 2008 - August 2008
Skills
Series 7, Series 63, Series 65, Compliance, Six Sigma, Salesforce.com, Financial Services, Relationship Management, Process Improvement
Education
Arizona State University, W. P. Carey School of Business 2005 — 2009
Bachelors of Science, Accounting
Christian J. Graham's TD Ameritrade Institutional Experience December 1999 - February 2006
Job Vice President at Globe Tax Services, Inc.
Industry Financial Services
Experience
Globe Tax Services, Inc. April 2012 - Present
Fisher Investments March 2008 - September 2010
U.S. Department of Justice, Criminal Division November 2007 - January 2008
CWC Advisors June 2006 - November 2007
TD Ameritrade Institutional December 1999 - February 2006
Skills
Relationship Management, Personal Data Protection, Security Management, Interviewing, Bloomberg, Salesforce.com, Surveillance, KYC, Security and Fraud..., Database Management, CRM, Research, Due Diligence, Presentation..., Operations, Process Management, Customer Prospecting, Customer Engagement, Superior Client Service, Handle Confidential..., Interviewing Techniques, SharePoint, MS Office, Disaster Recovery, Disaster Response, Client Services, Interviews, Series 7, Financial Services, Securities, Investment Advisory, New Business Development, Analysis, Asset Allocation, Microsoft Office, Client Prospecting, Strategy, Management, Investments
Education
Concordia University-Portland
Business Management & Communications
Globe Tax Services, Inc. April 2012 - Present
Fisher Investments March 2008 - September 2010
U.S. Department of Justice, Criminal Division November 2007 - January 2008
CWC Advisors June 2006 - November 2007
TD Ameritrade Institutional December 1999 - February 2006
Skills
Relationship Management, Personal Data Protection, Security Management, Interviewing, Bloomberg, Salesforce.com, Surveillance, KYC, Security and Fraud..., Database Management, CRM, Research, Due Diligence, Presentation..., Operations, Process Management, Customer Prospecting, Customer Engagement, Superior Client Service, Handle Confidential..., Interviewing Techniques, SharePoint, MS Office, Disaster Recovery, Disaster Response, Client Services, Interviews, Series 7, Financial Services, Securities, Investment Advisory, New Business Development, Analysis, Asset Allocation, Microsoft Office, Client Prospecting, Strategy, Management, Investments
Education
Concordia University-Portland
Business Management & Communications
Rocky Monson's TD Ameritrade Institutional Experience March 2011 - July 2014
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade September 2014 - Present
TD Ameritrade Institutional March 2011 - July 2014
Skills
Customer Service, Salesforce.com, Financial Analysis, Series 7, Risk Management, Microsoft Office, Banking, Relationship Management, Wealth Management, Securities
Education
California State University-Bakersfield
Bachelor’s Degree, Business Administration
Scottrade September 2014 - Present
TD Ameritrade Institutional March 2011 - July 2014
Skills
Customer Service, Salesforce.com, Financial Analysis, Series 7, Risk Management, Microsoft Office, Banking, Relationship Management, Wealth Management, Securities
Education
California State University-Bakersfield
Bachelor’s Degree, Business Administration
Randy Newman, C.E.M. Randy Newman, C.E.M.'s TD Ameritrade Institutional Experience September 2012 - July 2014
Job Sr. Manager of Energy, Engineering, Facilities and Projects at TD Ameritrade
Industry Banking
Experience
TD Ameritrade July 2014 - Present
TD Ameritrade Institutional September 2012 - July 2014
First National Bank of Omaha June 2007 - September 2012
First National Bank of Omaha April 1998 - June 2007
Dan Thomas Electric May 1996 - April 1998
Education
Bellevue University 2012 — 2013
Bachelor, Project Management, A
Kaplan University-Omaha Campus 2010 — 2011
Associate in Business Administration, Business Administration and Management, General, A
Metropolitan Community College 2009 — 2011
Business Management
TD Ameritrade July 2014 - Present
TD Ameritrade Institutional September 2012 - July 2014
First National Bank of Omaha June 2007 - September 2012
First National Bank of Omaha April 1998 - June 2007
Dan Thomas Electric May 1996 - April 1998
Education
Bellevue University 2012 — 2013
Bachelor, Project Management, A
Kaplan University-Omaha Campus 2010 — 2011
Associate in Business Administration, Business Administration and Management, General, A
Metropolitan Community College 2009 — 2011
Business Management
Bennett Cooper's TD Ameritrade Institutional Experience June 2015 - Present
Job Wealth Management Intern at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional June 2015 - Present
Beacon Pointe Advisors June 2013 - August 2014
The Coca-Cola Company September 2013 - January 2014
Vineyard Vines September 2011 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Junxure, Social Media, Team Leadership, Teamwork, English, Salesforce.com
Education
Boston College - Carroll School of Management 2012 — 2016
Bachelor of Science, Finance, History
Boston College 2012 — 2016
Bachelor of Science (B.S.), Finance, History
Mater Dei High School 2008 — 2012
High School Diploma
TD Ameritrade Institutional June 2015 - Present
Beacon Pointe Advisors June 2013 - August 2014
The Coca-Cola Company September 2013 - January 2014
Vineyard Vines September 2011 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Junxure, Social Media, Team Leadership, Teamwork, English, Salesforce.com
Education
Boston College - Carroll School of Management 2012 — 2016
Bachelor of Science, Finance, History
Boston College 2012 — 2016
Bachelor of Science (B.S.), Finance, History
Mater Dei High School 2008 — 2012
High School Diploma
Amy Zeng's TD Ameritrade Institutional Experience July 2014 - Present
Job Sr Analyst at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional July 2014 - Present
TD Ameritrade Institutional June 2012 - July 2014
TD Ameritrade June 2011 - June 2012
John Hancock Financial Services June 2010 - August 2010
State Street May 2008 - August 2009
Margolis & Bloom January 2006 - January 2008
Skills
Microsoft Excel, Analysis, Strategy, Salesforce.com, Business Planning, SQL, Microsoft Powerpoint, Reporting Design &..., Data Analysis, Business Analysis, PowerPoint, Management, Analytics, Financial Modeling, Market Research, Access, Financial Analysis, Microsoft Office, Investments
Education
Boston University Questrom School of Business 2008 — 2011
BS, Business Administration, Concentration in Finance & Business Law
Bentley University 2008 — 2009
Finance
Boston Latin School 2004 — 2007
College Preparatory
TD Ameritrade Institutional July 2014 - Present
TD Ameritrade Institutional June 2012 - July 2014
TD Ameritrade June 2011 - June 2012
John Hancock Financial Services June 2010 - August 2010
State Street May 2008 - August 2009
Margolis & Bloom January 2006 - January 2008
Skills
Microsoft Excel, Analysis, Strategy, Salesforce.com, Business Planning, SQL, Microsoft Powerpoint, Reporting Design &..., Data Analysis, Business Analysis, PowerPoint, Management, Analytics, Financial Modeling, Market Research, Access, Financial Analysis, Microsoft Office, Investments
Education
Boston University Questrom School of Business 2008 — 2011
BS, Business Administration, Concentration in Finance & Business Law
Bentley University 2008 — 2009
Finance
Boston Latin School 2004 — 2007
College Preparatory
Jeffrey Ortega's TD Ameritrade Institutional Experience August 2013 - February 2014
Job Registered Client Service Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2014 - Present
TD Ameritrade Institutional August 2013 - February 2014
The Vanguard Group March 2012 - August 2013
Vanguard May 2011 - February 2012
Vanguard September 2008 - April 2011
Vanguard January 2008 - August 2008
Wells Fargo July 2007 - December 2007
Skills
Series 7, Series 63, Series 6, Equities, Microsoft Excel, Microsoft Office, Financial Analysis, Project Management, Customer Service, PowerPoint, Microsoft Word, Strategic Planning, Risk Management, Investments, Banking, Business Analysis, Strategic Financial..., Negotiation, Budgets, Business Strategy, Asset Allocation, Retirement, Financial Services, Financial Planning
Education
New Mexico State University 2004 — 2007
Bachelor of Business Administration (BBA), Finance and International Business, 3.25
Eastern New Mexico University 2002 — 2003
Charles Schwab March 2014 - Present
TD Ameritrade Institutional August 2013 - February 2014
The Vanguard Group March 2012 - August 2013
Vanguard May 2011 - February 2012
Vanguard September 2008 - April 2011
Vanguard January 2008 - August 2008
Wells Fargo July 2007 - December 2007
Skills
Series 7, Series 63, Series 6, Equities, Microsoft Excel, Microsoft Office, Financial Analysis, Project Management, Customer Service, PowerPoint, Microsoft Word, Strategic Planning, Risk Management, Investments, Banking, Business Analysis, Strategic Financial..., Negotiation, Budgets, Business Strategy, Asset Allocation, Retirement, Financial Services, Financial Planning
Education
New Mexico State University 2004 — 2007
Bachelor of Business Administration (BBA), Finance and International Business, 3.25
Eastern New Mexico University 2002 — 2003
Sarah M. Maxwell, M.S. Sarah M. Maxwell, M.S.'s TD Ameritrade Institutional Experience July 2011 - August 2013
Job Professional Services Intern at The Ken Blanchard Companies
Industry Professional Training & Coaching
Experience
Independent Consultant February 2015 - Present
The Ken Blanchard Companies October 2013 - April 2015
TD Ameritrade Institutional July 2011 - August 2013
TD Ameritrade Institutional April 2007 - July 2011
Skills
Leadership Development, Data Analysis, Coaching, SPSS, Organizational..., Microsoft Office, Public Speaking, Customer Service, Leadership, Time Management, Staff Development, Training, Sales, Workshop Facilitation, Organizational...
Education
Alliant International University-San Diego Scripps Ranch 2010 — 2015
Doctoral Student, Consulting Psychology Ph.D., 5th Year
West Chester University of Pennsylvania 1995 — 1999
Bachelor of Arts (B.A.), Psychology
Independent Consultant February 2015 - Present
The Ken Blanchard Companies October 2013 - April 2015
TD Ameritrade Institutional July 2011 - August 2013
TD Ameritrade Institutional April 2007 - July 2011
Skills
Leadership Development, Data Analysis, Coaching, SPSS, Organizational..., Microsoft Office, Public Speaking, Customer Service, Leadership, Time Management, Staff Development, Training, Sales, Workshop Facilitation, Organizational...
Education
Alliant International University-San Diego Scripps Ranch 2010 — 2015
Doctoral Student, Consulting Psychology Ph.D., 5th Year
West Chester University of Pennsylvania 1995 — 1999
Bachelor of Arts (B.A.), Psychology
Leisa Pangilinan's TD Ameritrade Institutional Experience June 2015 - Present
Job Corporate Actions Institutional Trading
Industry Financial Services
Experience
TD Ameritrade Institutional June 2015 - Present
TD Ameritrade Institutional October 2013 - June 2015
TD Ameritrade Institutional February 2012 - September 2013
Ashford University March 2011 - October 2011
HDSupply Inc April 2010 - March 2011
San Diego County Credit Union June 2007 - May 2009
Skills
Call Centers, Technical Support, Troubleshooting, Active Directory, Customer Service, Software Documentation, Windows 7, Access, Process Improvement, XP, software support, Database Administration, Bilingual- Filipino and..., Telephone Skills, Sales/retail, Receptionist Duties, General Administrative..., Organizational..., Time Management, Multi Tasking, Microsoft Office, Salesforce.com, Symitar, MS Outlook, Novell, SAP, Oracle Applications, DocuSign, LaserApp, Windows XP, Human Resources, Sales, Outlook, Employee Relations, Program Management, Training, Banking, PeopleSoft, Financial Services, Talent Acquisition, Microsoft Excel, Leadership, Finance
Education
Ashford University
MA in Organizational Management
Ashford University 2011 — 2013
Bachelor's degree, Human Resources Management
Southwestern College 2005 — 2010
A.A, General Studies
TD Ameritrade Institutional June 2015 - Present
TD Ameritrade Institutional October 2013 - June 2015
TD Ameritrade Institutional February 2012 - September 2013
Ashford University March 2011 - October 2011
HDSupply Inc April 2010 - March 2011
San Diego County Credit Union June 2007 - May 2009
Skills
Call Centers, Technical Support, Troubleshooting, Active Directory, Customer Service, Software Documentation, Windows 7, Access, Process Improvement, XP, software support, Database Administration, Bilingual- Filipino and..., Telephone Skills, Sales/retail, Receptionist Duties, General Administrative..., Organizational..., Time Management, Multi Tasking, Microsoft Office, Salesforce.com, Symitar, MS Outlook, Novell, SAP, Oracle Applications, DocuSign, LaserApp, Windows XP, Human Resources, Sales, Outlook, Employee Relations, Program Management, Training, Banking, PeopleSoft, Financial Services, Talent Acquisition, Microsoft Excel, Leadership, Finance
Education
Ashford University
MA in Organizational Management
Ashford University 2011 — 2013
Bachelor's degree, Human Resources Management
Southwestern College 2005 — 2010
A.A, General Studies
Cameron Macleod, AIF® Cameron Macleod, AIF®'s TD Ameritrade Institutional Experience January 2008 - April 2010
Job 401(k) and Pension Plan Design Consultant / Investment Advisor Liason
Industry Financial Services
Experience
Nyhart January 2014 - Present
Margaux Inc May 2010 - August 2013
Financial Planning Association March 2012 - December 2012
TD Ameritrade Institutional January 2008 - April 2010
Fiserv Investment Support Services December 2006 - March 2008
Fiserv Trust Company 2004 - 2007
Fiserv Investment Support Services January 2002 - December 2006
First Trust Corporation March 2001 - December 2002
First Trust Corporation September 1999 - February 2001
Skills
Strategic Consulting, New Business Development, Retirement Plans, 401k, Wealth Management, Financial Services, Asset Managment, Asset Allocation, Strategic Financial..., Relationship Management, Retirement Planning, Employee Benefits, Strategic Planning, Financial Advisory, Defined Benefit, Management, Business Development, CRM, Pensions, Leadership, Entrepreneurship, Securities, Strategic Partnerships, Small Business, Asset Management, Process Improvement, Finance, Mutual Funds, Financial Planning
Education
Bucknell University 1989 — 1992
Economics, Developmental Global Economics
Nyhart January 2014 - Present
Margaux Inc May 2010 - August 2013
Financial Planning Association March 2012 - December 2012
TD Ameritrade Institutional January 2008 - April 2010
Fiserv Investment Support Services December 2006 - March 2008
Fiserv Trust Company 2004 - 2007
Fiserv Investment Support Services January 2002 - December 2006
First Trust Corporation March 2001 - December 2002
First Trust Corporation September 1999 - February 2001
Skills
Strategic Consulting, New Business Development, Retirement Plans, 401k, Wealth Management, Financial Services, Asset Managment, Asset Allocation, Strategic Financial..., Relationship Management, Retirement Planning, Employee Benefits, Strategic Planning, Financial Advisory, Defined Benefit, Management, Business Development, CRM, Pensions, Leadership, Entrepreneurship, Securities, Strategic Partnerships, Small Business, Asset Management, Process Improvement, Finance, Mutual Funds, Financial Planning
Education
Bucknell University 1989 — 1992
Economics, Developmental Global Economics
Ginger Nichols's TD Ameritrade Institutional Experience August 2014 - Present
Job Instructional Designer ● eLearning Developer ● Facilitator
Industry Financial Services
Experience
TD Ameritrade Institutional August 2014 - Present
TD Ameritrade Institutional March 2011 - Present
Janus Capital Group April 2006 - February 2011
The Catapult Training Group May 2010 - July 2010
Janus Capital Group March 2003 - April 2006
Janus Capital Group October 1998 - April 2006
Nichols Bus Service May 1995 - September 1998
Skills
Instructional Design, Captivate, E-Learning, Leadership, ADDIE, Instructor-led Training, Mutual Funds, Training, Program Management, Technical Writing, Learning Management..., Needs Analysis, Instructional Technology, SharePoint, Coaching, Analysis, Adult Education, Blended Learning, PowerPoint, Learning Management, Employee Training, Training Delivery, Flash, Technical Training, Hands-on Training, Series 7, Project Management, SnagIt, Curriculum Design, Series 63, Microsoft Office, Training & Development, WordPress, HTML, Articulate Studio, Web 2.0, iLife, Brainshark, Photoshop, eLearning, Apple Macintosh, iWork, Adobe Creative Suite, Keynote, Microsoft Project, SumTotal, iClickers, Articulate Storyline
Education
University of Colorado at Denver 2008 — 2010
MA, Information and Learning Technology - Instructional Design and Adult Learning
Ithaca College 1991 — 1995
BS, Athletic Training/Exercise Science
TD Ameritrade Institutional August 2014 - Present
TD Ameritrade Institutional March 2011 - Present
Janus Capital Group April 2006 - February 2011
The Catapult Training Group May 2010 - July 2010
Janus Capital Group March 2003 - April 2006
Janus Capital Group October 1998 - April 2006
Nichols Bus Service May 1995 - September 1998
Skills
Instructional Design, Captivate, E-Learning, Leadership, ADDIE, Instructor-led Training, Mutual Funds, Training, Program Management, Technical Writing, Learning Management..., Needs Analysis, Instructional Technology, SharePoint, Coaching, Analysis, Adult Education, Blended Learning, PowerPoint, Learning Management, Employee Training, Training Delivery, Flash, Technical Training, Hands-on Training, Series 7, Project Management, SnagIt, Curriculum Design, Series 63, Microsoft Office, Training & Development, WordPress, HTML, Articulate Studio, Web 2.0, iLife, Brainshark, Photoshop, eLearning, Apple Macintosh, iWork, Adobe Creative Suite, Keynote, Microsoft Project, SumTotal, iClickers, Articulate Storyline
Education
University of Colorado at Denver 2008 — 2010
MA, Information and Learning Technology - Instructional Design and Adult Learning
Ithaca College 1991 — 1995
BS, Athletic Training/Exercise Science
Derrell Seigler Derrell Seigler's TD Ameritrade Institutional Experience September 2014 - Present
Job Research Associate, General Funds Specialist at TD Ameritrade Institutional
Industry Nonprofit Organization Management
Experience
TD Ameritrade Institutional September 2014 - Present
New Vision Inc. February 2014 - August 2014
Dual Purpose Mission Foundation April 2013 - July 2013
RFD-TV July 2012 - July 2013
The UPS Store October 2006 - July 2012
LIPSCOMB UNIVERSITY WRITING CENTER August 2006 - May 2009
VALDOSTA STATE UNIVERSITY WRITING CENTER August 2004 - May 2006
Skills
Leadership, Marketing, Teaching, Editing, Management, Public Speaking, Customer Service, Microsoft Office, Nonprofits, Marketing Strategy, Facebook, Event Planning, Social Networking, Social Media Marketing, Fundraising, Team Building, Marketing Communications, Grant Writing, Sales Management, Policy, Social Media, Blogging, Public Relations, Event Management, Advertising, Financial Analysis, Financial Accounting, Financial Services
Education
Lipscomb University 2006 — 2009
MASTERS, Conflict Management / Theological Studies
Valdosta State University 2004 — 2006
Bachelors of Arts, English Literature
TOCCOA FALLS COLLEGE 2001 — 2003
Associates, English Language and Literature/Letters
TD Ameritrade Institutional September 2014 - Present
New Vision Inc. February 2014 - August 2014
Dual Purpose Mission Foundation April 2013 - July 2013
RFD-TV July 2012 - July 2013
The UPS Store October 2006 - July 2012
LIPSCOMB UNIVERSITY WRITING CENTER August 2006 - May 2009
VALDOSTA STATE UNIVERSITY WRITING CENTER August 2004 - May 2006
Skills
Leadership, Marketing, Teaching, Editing, Management, Public Speaking, Customer Service, Microsoft Office, Nonprofits, Marketing Strategy, Facebook, Event Planning, Social Networking, Social Media Marketing, Fundraising, Team Building, Marketing Communications, Grant Writing, Sales Management, Policy, Social Media, Blogging, Public Relations, Event Management, Advertising, Financial Analysis, Financial Accounting, Financial Services
Education
Lipscomb University 2006 — 2009
MASTERS, Conflict Management / Theological Studies
Valdosta State University 2004 — 2006
Bachelors of Arts, English Literature
TOCCOA FALLS COLLEGE 2001 — 2003
Associates, English Language and Literature/Letters
Steven Rosegreen Steven Rosegreen's TD Ameritrade Institutional Experience May 2014 - June 2014
Job Technical Support Specialist at Tech International Charter School
Industry Information Technology and Services
Experience
Tech International Charter School August 2014 - Present
TD Ameritrade Institutional May 2014 - June 2014
Brookdale University Hospital and Medical Center October 2013 - November 2013
NYC Department of Education December 2011 - July 2013
Skills
CompTIA A+ Certification, VMware, Help Desk Support, Active Directory, Virtualization, Computer Repair, Computer Hardware, Microsoft Office, Computer Science, Java, C++, Visual Basic, Tivoli Identity Manager, Programming, Customer Service, CompTIA A+, Security, Technical Support
Education
NPower Technology Service Corps 2014 — 2014
Information Technology
CUNY New York City College of Technology
Bachelor of Technology (B.Tech.), Computer and Information Sciences, General
Tech International Charter School August 2014 - Present
TD Ameritrade Institutional May 2014 - June 2014
Brookdale University Hospital and Medical Center October 2013 - November 2013
NYC Department of Education December 2011 - July 2013
Skills
CompTIA A+ Certification, VMware, Help Desk Support, Active Directory, Virtualization, Computer Repair, Computer Hardware, Microsoft Office, Computer Science, Java, C++, Visual Basic, Tivoli Identity Manager, Programming, Customer Service, CompTIA A+, Security, Technical Support
Education
NPower Technology Service Corps 2014 — 2014
Information Technology
CUNY New York City College of Technology
Bachelor of Technology (B.Tech.), Computer and Information Sciences, General
Jeff Rossi, CFP® Jeff Rossi, CFP®'s TD Ameritrade Institutional Experience February 2008 - July 2013
Job Financial Services Executive
Industry Financial Services
Experience
AIG August 2013 - Present
Peak Wealth Advisors, LLC September 2014 - Present
TD Ameritrade Institutional February 2008 - July 2013
E*trade Financial January 2007 - February 2008
TD Ameritrade January 2002 - January 2007
TD Ameritrade January 1996 - January 2002
Skills
Talent Management, Leadership Development, Performance Management, Strategy, Succession Planning, Coaching, Management, Employee Engagement, Sales Management, Program Management, Management Development, Organizational..., E-Learning, Financial Services, Internal Communications, Human Resources, Strategic Planning, Instructional Design, Salesforce.com, Organizational..., Vendor Management, Marketing Strategy, Human Capital Management, Selling, Sales Process, Salesforce Training, Training, Performance Improvement, Personnel Management, Solution Selling, Emotional Intelligence, Bench Strength, Workshop Facilitation, CRM, Talent Development, Consultative Selling, Customer Education, HR Strategy, Financial Planning, Leadership, Certified Financial...
Education
University of Scranton
BS, Business Management
Bellevue University
MS, Organizational Performance
College of Financial Planning
CFP Certification Professional Education Program
Securities Industry Institute at the Wharton School
Executive Education, Securities Industry and Leadership
AIG August 2013 - Present
Peak Wealth Advisors, LLC September 2014 - Present
TD Ameritrade Institutional February 2008 - July 2013
E*trade Financial January 2007 - February 2008
TD Ameritrade January 2002 - January 2007
TD Ameritrade January 1996 - January 2002
Skills
Talent Management, Leadership Development, Performance Management, Strategy, Succession Planning, Coaching, Management, Employee Engagement, Sales Management, Program Management, Management Development, Organizational..., E-Learning, Financial Services, Internal Communications, Human Resources, Strategic Planning, Instructional Design, Salesforce.com, Organizational..., Vendor Management, Marketing Strategy, Human Capital Management, Selling, Sales Process, Salesforce Training, Training, Performance Improvement, Personnel Management, Solution Selling, Emotional Intelligence, Bench Strength, Workshop Facilitation, CRM, Talent Development, Consultative Selling, Customer Education, HR Strategy, Financial Planning, Leadership, Certified Financial...
Education
University of Scranton
BS, Business Management
Bellevue University
MS, Organizational Performance
College of Financial Planning
CFP Certification Professional Education Program
Securities Industry Institute at the Wharton School
Executive Education, Securities Industry and Leadership
Brandon Curry Brandon Curry's TD Ameritrade Institutional Experience August 2011 - July 2013
Job Manager I, Network Control Systems SOC/PTC, Operations Support at BNSF Railway
Industry Transportation/Trucking/Railroad
Experience
BNSF Railway September 2015 - Present
BNSF Railway September 2014 - September 2015
BNSF Railway July 2013 - September 2014
TD Ameritrade Institutional August 2011 - July 2013
TD Ameritrade Institutional August 2010 - August 2011
TD Ameritrade Institutional December 2009 - August 2010
TD Ameritrade Institutional May 2009 - December 2009
FedEx Office April 2008 - May 2009
Buca di Beppo October 2004 - December 2007
California Pizza Kitchen May 2002 - October 2004
Skills
Business Intelligence, Analytics, Management, Securities, Mutual Funds, Risk Management, Equities, Series 7, Process Improvement, Wealth Management, Investments, Business Analysis, Portfolio Management, Relationship Management, Call Centers, Options, Series 63, Financial Risk, Investment Advisory, Financial Modeling, Strategic Planning, Executive Management, Vendor Relations, Series 24, Compliance, Call Center, Customer Relations, Team Leadership, Risk, Business Strategy, Salesforce.com, Cisco Technologies, Project Management, Adobe Creative Suite, Systems Management, Business Intelligence..., SAS, JMP, Microsoft Office, SQL, Data, Big Data, Financial Services, Financial Planning, Business Process..., Strategy, Project Portfolio..., Analysis, Financial Analysis, Operations Management
Education
Colorado State University 2015 — 2016
Bachelor of Science (B.S.), Business Administration and Management, General
The University of Texas at Arlington 2003 — 2008
History, Criminal Justice, Computer Science
University of Oklahoma 2002 — 2003
Political Science and Government
BNSF Railway September 2015 - Present
BNSF Railway September 2014 - September 2015
BNSF Railway July 2013 - September 2014
TD Ameritrade Institutional August 2011 - July 2013
TD Ameritrade Institutional August 2010 - August 2011
TD Ameritrade Institutional December 2009 - August 2010
TD Ameritrade Institutional May 2009 - December 2009
FedEx Office April 2008 - May 2009
Buca di Beppo October 2004 - December 2007
California Pizza Kitchen May 2002 - October 2004
Skills
Business Intelligence, Analytics, Management, Securities, Mutual Funds, Risk Management, Equities, Series 7, Process Improvement, Wealth Management, Investments, Business Analysis, Portfolio Management, Relationship Management, Call Centers, Options, Series 63, Financial Risk, Investment Advisory, Financial Modeling, Strategic Planning, Executive Management, Vendor Relations, Series 24, Compliance, Call Center, Customer Relations, Team Leadership, Risk, Business Strategy, Salesforce.com, Cisco Technologies, Project Management, Adobe Creative Suite, Systems Management, Business Intelligence..., SAS, JMP, Microsoft Office, SQL, Data, Big Data, Financial Services, Financial Planning, Business Process..., Strategy, Project Portfolio..., Analysis, Financial Analysis, Operations Management
Education
Colorado State University 2015 — 2016
Bachelor of Science (B.S.), Business Administration and Management, General
The University of Texas at Arlington 2003 — 2008
History, Criminal Justice, Computer Science
University of Oklahoma 2002 — 2003
Political Science and Government
Ryan Frady Ryan Frady's TD Ameritrade Institutional Experience July 2007 - April 2008
Job Contact Center Sales Floor Manager at Nebraska Furniture Mart
Industry Retail
Experience
Nebraska Furniture Mart November 2014 - Present
Nebraska Furniture Mart January 2014 - November 2014
West Corporation July 2013 - October 2013
West Corporation August 2012 - June 2013
No Frills Supermarkets August 2010 - September 2012
Nash Finch Company August 2010 - August 2012
Hy-Vee October 2008 - July 2010
Hy-Vee October 2008 - July 2010
TD Ameritrade Institutional July 2007 - April 2008
TD Ameritrade July 2007 - April 2008
Skills
I have experience from..., Loss Prevention, Retail, Inventory Management, Store Management, Customer Service, Merchandising, Shrinkage, Asset Protection, Organized Retail Crime, Inventory Control, Microsoft Office, Internal Investigations, Visual Merchandising, CCTV, Private Investigations, PowerPoint, Microsoft Excel, Microsoft Word, Exception Based..., Interrogation, Interviews, Sales, Management, Finance
Education
Bellevue University 2012 — 2014
MBA, Resource Management; Progress
Wayne State College 2002 — 2006
BS, Business Administration, Management
Nebraska Furniture Mart November 2014 - Present
Nebraska Furniture Mart January 2014 - November 2014
West Corporation July 2013 - October 2013
West Corporation August 2012 - June 2013
No Frills Supermarkets August 2010 - September 2012
Nash Finch Company August 2010 - August 2012
Hy-Vee October 2008 - July 2010
Hy-Vee October 2008 - July 2010
TD Ameritrade Institutional July 2007 - April 2008
TD Ameritrade July 2007 - April 2008
Skills
I have experience from..., Loss Prevention, Retail, Inventory Management, Store Management, Customer Service, Merchandising, Shrinkage, Asset Protection, Organized Retail Crime, Inventory Control, Microsoft Office, Internal Investigations, Visual Merchandising, CCTV, Private Investigations, PowerPoint, Microsoft Excel, Microsoft Word, Exception Based..., Interrogation, Interviews, Sales, Management, Finance
Education
Bellevue University 2012 — 2014
MBA, Resource Management; Progress
Wayne State College 2002 — 2006
BS, Business Administration, Management
Ryder Brose, MFP™, RFC® Ryder Brose, MFP™, RFC®'s TD Ameritrade Institutional Experience January 2015 - Present
Job Partner @ Baker Brose & Mitsutome Wealth Management
Industry Financial Services
Experience
TD Ameritrade Institutional January 2015 - Present
Contra Costa Taxpayers Association July 2011 - Present
100 Club of Contra Costa September 2009 - Present
CRD #5517793 January 2007 - Present
Baker Brose & Mitsutome Wealth Management 2007 - Present
Skills
Securities, Wealth, Stocks, Wealth Management, Health Insurance, Mutual Funds, 401k Rollovers, ETFs, Investments, Strategic Financial..., Retirement, Portfolio Management, Asset Allocation, Fixed Income, 401k, IRAs, Financial Advisory, Retirement Planning, Investment Strategies, Risk Management, Wealth Management..., Bonds, Series 7, Investment Advisory, Fixed Annuities, Estate Planning, FINRA, Alternative Investments, Series 63, Financial Planning
Education
AAFM - American Academy of Financial Management
Master Financial Planner Professional - MFP, Financial Planning and Services
CCCHS
California Polytechnic State University
Bachelor of Science
California Polytechnic State University-San Luis Obispo
B.S., Psychology
IARFC - International Association of Registered Financial Consultants
RFC - Registered Financial Consultant, Finance and Financial Management Services
TD Ameritrade Institutional January 2015 - Present
Contra Costa Taxpayers Association July 2011 - Present
100 Club of Contra Costa September 2009 - Present
CRD #5517793 January 2007 - Present
Baker Brose & Mitsutome Wealth Management 2007 - Present
Skills
Securities, Wealth, Stocks, Wealth Management, Health Insurance, Mutual Funds, 401k Rollovers, ETFs, Investments, Strategic Financial..., Retirement, Portfolio Management, Asset Allocation, Fixed Income, 401k, IRAs, Financial Advisory, Retirement Planning, Investment Strategies, Risk Management, Wealth Management..., Bonds, Series 7, Investment Advisory, Fixed Annuities, Estate Planning, FINRA, Alternative Investments, Series 63, Financial Planning
Education
AAFM - American Academy of Financial Management
Master Financial Planner Professional - MFP, Financial Planning and Services
CCCHS
California Polytechnic State University
Bachelor of Science
California Polytechnic State University-San Luis Obispo
B.S., Psychology
IARFC - International Association of Registered Financial Consultants
RFC - Registered Financial Consultant, Finance and Financial Management Services
Debra L. Morrison, CFP®, MS, AEP's TD Ameritrade Institutional Experience 1987 - Present
Job FeeOnly CERTIFIED FINANCIAL PLANNER™spec in Widows/Grief Coach/Public Speaker/Author
Industry Financial Services
Experience
Empowered Retirement, Inc. December 2013 - Present
Grief Coach Academy 2011 - Present
Empowered Retirement, Inc. December 2000 - Present
TD Ameritrade Institutional 1987 - Present
Ms. Morrison Speaks January 1979 - Present
New Jersey 300 2000 - 2011
Mark Victor Hansen's MEGA Inner Circle January 2007 - June 2009
Skills
Public Speaking, Retirement Planning, Estate Planning, Strategic Financial..., Entrepreneurship, Coaching, Management, Independent Financial..., Published Author, Certified Financial..., Grief Coaching, Blogger, Behavioral Finance, Leadership, Cash Flow, Income Tax, Neurolinguistics, National Association of..., Professional Women, Women Leaders, Women Owned Business, Small Business..., Investment Management, Asset Managment, Asset Allocation, Passive Investing, Institutional Portfolio..., Securities, Asset Management, Wealth, Financial Planning, Finance, Retirement, Mutual Funds, Investments, Portfolio Management
Education
College for Financial Planning 1982 — 1986
MS, Retirement Planning
Messiah College 1974 — 1978
Bachelor of Science, Business Adminstration
Empowered Retirement, Inc. December 2013 - Present
Grief Coach Academy 2011 - Present
Empowered Retirement, Inc. December 2000 - Present
TD Ameritrade Institutional 1987 - Present
Ms. Morrison Speaks January 1979 - Present
New Jersey 300 2000 - 2011
Mark Victor Hansen's MEGA Inner Circle January 2007 - June 2009
Skills
Public Speaking, Retirement Planning, Estate Planning, Strategic Financial..., Entrepreneurship, Coaching, Management, Independent Financial..., Published Author, Certified Financial..., Grief Coaching, Blogger, Behavioral Finance, Leadership, Cash Flow, Income Tax, Neurolinguistics, National Association of..., Professional Women, Women Leaders, Women Owned Business, Small Business..., Investment Management, Asset Managment, Asset Allocation, Passive Investing, Institutional Portfolio..., Securities, Asset Management, Wealth, Financial Planning, Finance, Retirement, Mutual Funds, Investments, Portfolio Management
Education
College for Financial Planning 1982 — 1986
MS, Retirement Planning
Messiah College 1974 — 1978
Bachelor of Science, Business Adminstration
Marc Panasuk's TD Ameritrade Institutional Experience December 2013 - Present
Job Vice President Retirement Plan Solutions
Industry Investment Management
Experience
TD Ameritrade Institutional December 2013 - Present
Credit Suisse October 2011 - December 2013
TMT Real Estate November 2010 - December 2013
ING U.S. Retirement formerly CitiStreet September 2001 - September 2011
Putnam Investments September 1997 - May 2001
Skills
Series 6, Series 63, Series 65, Series 7, Fiduciary Management, Qualified Retirement..., Retirement Plan..., Institutional...
Education
Boston University
BS
TD Ameritrade Institutional December 2013 - Present
Credit Suisse October 2011 - December 2013
TMT Real Estate November 2010 - December 2013
ING U.S. Retirement formerly CitiStreet September 2001 - September 2011
Putnam Investments September 1997 - May 2001
Skills
Series 6, Series 63, Series 65, Series 7, Fiduciary Management, Qualified Retirement..., Retirement Plan..., Institutional...
Education
Boston University
BS
Erin Baxter Erin Baxter's TD Ameritrade Institutional Experience July 2011 - June 2012
Job Senior Executive Assistant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2012 - Present
TD Ameritrade Institutional July 2011 - June 2012
TD Ameritrade Institutional August 2009 - July 2011
TD Ameritrade April 2009 - August 2009
Franklin Credit Management January 2009 - April 2009
Enfield Public Schools September 2006 - June 2008
Database Creations June 2006 - August 2007
Albany Advanced Imaging June 2004 - June 2006
Skills
Organization &..., Oral & Written..., Active Listening, Teamwork, Executive Calendar..., Travel Arrangements, Accurate Data Entry, Proficient Typing Skills, Positivity, Event Planning, Administrative..., Time Management, Management, Marketing, PowerPoint, Data Entry, Telephone Skills, Spreadsheets, Executive Support, Editing, Sales, Outlook, Office Management, Team Building, Software Documentation, Lotus Notes, Fax, Calendaring, Confidentiality, PeopleSoft, Communication
Education
Saint Joseph College 2006 — 2008
Masters of Arts, Secondary Education and Teaching, English
Marist College 2004 — 2006
Bachelor of Arts (B.A.), English Language and Literature/Letters
Hudson Valley Community College 2002 — 2004
Associate of Science (A.S.), Liberal Arts and Sciences/Liberal Studies
Art Instruction Schools 2000 — 2002
Received 24 College Credits, Fundamentals of Art
TD Ameritrade June 2012 - Present
TD Ameritrade Institutional July 2011 - June 2012
TD Ameritrade Institutional August 2009 - July 2011
TD Ameritrade April 2009 - August 2009
Franklin Credit Management January 2009 - April 2009
Enfield Public Schools September 2006 - June 2008
Database Creations June 2006 - August 2007
Albany Advanced Imaging June 2004 - June 2006
Skills
Organization &..., Oral & Written..., Active Listening, Teamwork, Executive Calendar..., Travel Arrangements, Accurate Data Entry, Proficient Typing Skills, Positivity, Event Planning, Administrative..., Time Management, Management, Marketing, PowerPoint, Data Entry, Telephone Skills, Spreadsheets, Executive Support, Editing, Sales, Outlook, Office Management, Team Building, Software Documentation, Lotus Notes, Fax, Calendaring, Confidentiality, PeopleSoft, Communication
Education
Saint Joseph College 2006 — 2008
Masters of Arts, Secondary Education and Teaching, English
Marist College 2004 — 2006
Bachelor of Arts (B.A.), English Language and Literature/Letters
Hudson Valley Community College 2002 — 2004
Associate of Science (A.S.), Liberal Arts and Sciences/Liberal Studies
Art Instruction Schools 2000 — 2002
Received 24 College Credits, Fundamentals of Art
Elizabeth Eastman Elizabeth Eastman's TD Ameritrade Institutional Experience January 2013 - Present
Job Sales Logistics at TD Ameritrade Institutional
Industry Hospitality
Experience
TD Ameritrade Institutional January 2013 - Present
Dallas Fan Fares, Inc. January 2012 - January 2013
Snowball Express February 2009 - December 2012
Sheraton Dallas Hotel March 2011 - January 2012
Fort Worth Convention & Visitors Bureau January 2009 - March 2011
PHM Hospitality October 2008 - January 2009
Marriott International July 2008 - October 2008
ClubCorp October 2007 - June 2008
Gaylord Texan Resort and Convention Center August 2005 - February 2007
Ambassador Hotel July 2004 - May 2005
Skills
Hotels, Hospitality, Event Management, Hospitality Management, Catering, Food & Beverage, Resorts, Event Planning, Hospitality Industry, Training, Management, Meeting Planning, Tourism, Sales, Corporate Events, Hotel Management, Banquets, Front Office, Trade Shows
Education
University of North Texas 2005 — 2008
Bachelor of Science, Hospitality Management
Emporia State University 2002 — 2004
TD Ameritrade Institutional January 2013 - Present
Dallas Fan Fares, Inc. January 2012 - January 2013
Snowball Express February 2009 - December 2012
Sheraton Dallas Hotel March 2011 - January 2012
Fort Worth Convention & Visitors Bureau January 2009 - March 2011
PHM Hospitality October 2008 - January 2009
Marriott International July 2008 - October 2008
ClubCorp October 2007 - June 2008
Gaylord Texan Resort and Convention Center August 2005 - February 2007
Ambassador Hotel July 2004 - May 2005
Skills
Hotels, Hospitality, Event Management, Hospitality Management, Catering, Food & Beverage, Resorts, Event Planning, Hospitality Industry, Training, Management, Meeting Planning, Tourism, Sales, Corporate Events, Hotel Management, Banquets, Front Office, Trade Shows
Education
University of North Texas 2005 — 2008
Bachelor of Science, Hospitality Management
Emporia State University 2002 — 2004
Daniel Banning Daniel Banning's TD Ameritrade Institutional Experience 2007 - 2012
Job Risk Specialist at Scottrade® Advisor Services
Industry Financial Services
Experience
St. Charles Financial Services, LLC 2013 - 2015
Wells Fargo Advisors 2012 - 2013
TD Ameritrade Institutional 2007 - 2012
Fidelity Investments 2006 - 2006
West Corporation 2005 - 2006
Skills
Management, Cash Management, Finance, Investments, Banking, Sales, Microsoft Office, Microsoft Excel, Customer Service, Series 7, Retail, Portfolio Management, Financial Analysis, Risk Management, Analysis, Financial Advisory, Access, Web Design, Social Media Marketing
Education
Franciscan University of Steubenville 2000 — 2005
BA, History
Tulsa Community College 1999 — 2000
N/A, LIberal Arts
Sapulpa High School 1996 — 1999
High School
St. Charles Financial Services, LLC 2013 - 2015
Wells Fargo Advisors 2012 - 2013
TD Ameritrade Institutional 2007 - 2012
Fidelity Investments 2006 - 2006
West Corporation 2005 - 2006
Skills
Management, Cash Management, Finance, Investments, Banking, Sales, Microsoft Office, Microsoft Excel, Customer Service, Series 7, Retail, Portfolio Management, Financial Analysis, Risk Management, Analysis, Financial Advisory, Access, Web Design, Social Media Marketing
Education
Franciscan University of Steubenville 2000 — 2005
BA, History
Tulsa Community College 1999 — 2000
N/A, LIberal Arts
Sapulpa High School 1996 — 1999
High School
Christopher Honea Christopher Honea's TD Ameritrade Institutional Experience November 2012 - Present
Job Today is what you make it
Industry Consumer Services
Experience
TD Ameritrade Institutional November 2012 - Present
Fidelity Investments August 2004 - May 2008
RealPage, Inc. June 2000 - April 2003
Skills
Windows 7, Windows Vista, Microsoft Windows 98, Windows 2000, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Access, Internet, Outlook, Analysis, Customer Service, Documentation, Leadership, Problem Solving, Quality Assurance, Team Leadership, Testing, Training
Education
The University of Texas at Dallas 2010 — 2012
Bachelor of Arts (B.A.), Historical Studies
Collin County Community College 2008 — 2010
Associate of Arts, Liberal Arts
TD Ameritrade Institutional November 2012 - Present
Fidelity Investments August 2004 - May 2008
RealPage, Inc. June 2000 - April 2003
Skills
Windows 7, Windows Vista, Microsoft Windows 98, Windows 2000, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Access, Internet, Outlook, Analysis, Customer Service, Documentation, Leadership, Problem Solving, Quality Assurance, Team Leadership, Testing, Training
Education
The University of Texas at Dallas 2010 — 2012
Bachelor of Arts (B.A.), Historical Studies
Collin County Community College 2008 — 2010
Associate of Arts, Liberal Arts
Sean Callahan's TD Ameritrade Institutional Experience May 1999 - January 2005
Job Experienced Product Manager, Marketer and Entrepreneur.
Industry Internet
Experience
Amazon November 2013 - Present
RapidEngage (Acquired by QuestionPro, Inc.) October 2012 - November 2013
Lockerz, Inc January 2011 - October 2012
Plixi, Inc. (Acquired by Lockerz, Inc.) March 2009 - January 2011
AddsYou, Inc. May 2008 - September 2009
Blueprint Financial Group August 2006 - May 2007
Encinitas Design May 2004 - July 2006
TD Ameritrade Institutional May 1999 - January 2005
Skills
Product Management, Start-ups, Sales, Mobile Devices, Mobile Applications, Entrepreneurship, Management, Social Media, Capital Raising, Online Advertising, Product Development, Team Building, Product Marketing, Business Strategy, New Business Development, Social Networking, Business Development, Content Marketing, Project Management, Technical Project..., Integration, Leadership, E-commerce, Strategic Partnerships, Strategy
Education
London Metropolitan Business School 2008 — 2009
MBA, Business Management, Best Masters Award with Distinction
California State University San Marcos 2002 — 2004
BS, High Technology Management
MiraCosta College 1998 — 2002
Associate of Arts (A.A.), General Studies
Amazon November 2013 - Present
RapidEngage (Acquired by QuestionPro, Inc.) October 2012 - November 2013
Lockerz, Inc January 2011 - October 2012
Plixi, Inc. (Acquired by Lockerz, Inc.) March 2009 - January 2011
AddsYou, Inc. May 2008 - September 2009
Blueprint Financial Group August 2006 - May 2007
Encinitas Design May 2004 - July 2006
TD Ameritrade Institutional May 1999 - January 2005
Skills
Product Management, Start-ups, Sales, Mobile Devices, Mobile Applications, Entrepreneurship, Management, Social Media, Capital Raising, Online Advertising, Product Development, Team Building, Product Marketing, Business Strategy, New Business Development, Social Networking, Business Development, Content Marketing, Project Management, Technical Project..., Integration, Leadership, E-commerce, Strategic Partnerships, Strategy
Education
London Metropolitan Business School 2008 — 2009
MBA, Business Management, Best Masters Award with Distinction
California State University San Marcos 2002 — 2004
BS, High Technology Management
MiraCosta College 1998 — 2002
Associate of Arts (A.A.), General Studies
Mark Coury Mark Coury's TD Ameritrade Institutional Experience August 2014 - Present
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
David Taksen David Taksen's TD Ameritrade Institutional Experience April 2015 - Present
Job VP Sales at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional April 2015 - Present
Fidelity Investments April 2009 - April 2015
Lincoln Financial Group February 2007 - February 2009
Skills
Business Development, Wealth Management, Recruiting, Financial Services, Series 7, Series 24, Series 65, Investments, Mutual Funds, 401k, Asset Managment
Education
Michigan State University 1993 — 1998
TD Ameritrade Institutional April 2015 - Present
Fidelity Investments April 2009 - April 2015
Lincoln Financial Group February 2007 - February 2009
Skills
Business Development, Wealth Management, Recruiting, Financial Services, Series 7, Series 24, Series 65, Investments, Mutual Funds, 401k, Asset Managment
Education
Michigan State University 1993 — 1998
Nicholas Dreyer Nicholas Dreyer's TD Ameritrade Institutional Experience March 2014 - Present
Job Analyst at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional March 2014 - Present
First Investors Corporation June 2011 - February 2014
Center for Lifelong Learning - Emory University June 2008 - February 2011
Skills
Microsoft Excel, Access, Forecasting, Financial Services, Financial Analysis, Strategic Financial..., Business Development, Business Intelligence, Decision Support, Data Quality Control, Project Management, Strategy, Analytics, Analysis, Finance, Leadership
Education
Emory University
Bachelor of Arts, Economics, Mathematics
Bergen Catholic High School 2002 — 2006
TD Ameritrade Institutional March 2014 - Present
First Investors Corporation June 2011 - February 2014
Center for Lifelong Learning - Emory University June 2008 - February 2011
Skills
Microsoft Excel, Access, Forecasting, Financial Services, Financial Analysis, Strategic Financial..., Business Development, Business Intelligence, Decision Support, Data Quality Control, Project Management, Strategy, Analytics, Analysis, Finance, Leadership
Education
Emory University
Bachelor of Arts, Economics, Mathematics
Bergen Catholic High School 2002 — 2006
Lejla Krkalic Lejla Krkalic's TD Ameritrade Institutional Experience November 2012 - Present
Job MF Trading Representative at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional November 2012 - Present
Village at Lowry October 2003 - July 2011
Skills
Microsoft Excel, Financial Analysis, Customer Service, Microsoft Office, Microsoft Word, Public Speaking
Education
Metropolitan State College of Denver 2005 — 2010
Bachelor of Science, Criminal Justice
TD Ameritrade Institutional November 2012 - Present
Village at Lowry October 2003 - July 2011
Skills
Microsoft Excel, Financial Analysis, Customer Service, Microsoft Office, Microsoft Word, Public Speaking
Education
Metropolitan State College of Denver 2005 — 2010
Bachelor of Science, Criminal Justice
John Lieu John Lieu's TD Ameritrade Institutional Experience August 2010 - Present
Job Senior Specialist
Industry Financial Services
Experience
TD Ameritrade Institutional August 2010 - Present
Skills
Financial Analysis, Series 7, Process Improvement, Microsoft Office, Microsoft Word, Leadership, PowerPoint, Microsoft Excel, Management, Public Speaking, Salesforce.com, Outlook
Education
California State University-San Marcos - College of Business Administration 2006 — 2009
Finance
TD Ameritrade Institutional August 2010 - Present
Skills
Financial Analysis, Series 7, Process Improvement, Microsoft Office, Microsoft Word, Leadership, PowerPoint, Microsoft Excel, Management, Public Speaking, Salesforce.com, Outlook
Education
California State University-San Marcos - College of Business Administration 2006 — 2009
Finance
Daniel Lorber Daniel Lorber's TD Ameritrade Institutional Experience March 2014 - February 2015
Job CCFG Investments (DiversyFund.com)
Industry Investment Management
Experience
CCFG Investments (DiversyFund.com) March 2015 - Present
TD Ameritrade Institutional March 2014 - February 2015
TD Ameritrade Institutional May 2012 - March 2014
Pure Logic Management Group LTD May 2011 - April 2012
Athena Capital Partners, Inc. November 2010 - May 2011
Re/Max United November 2009 - January 2011
BambooSk8 May 2010 - September 2010
Pirate Capital June 2006 - August 2006
Skills
Asset Managment, Due Diligence, Investments, Private Equity, Entrepreneurship, Equities, Investment Banking, Real Estate, Real Estate Transactions, Real Estate Economics, Brokerage, Customer Service, Investment Properties, Valuation, Financial Analysis
Education
California State University-Northridge 2003 — 2008
BS, Finance
Investment Banking Institute
Mt. Carmel High School
Mt. Carmel High School
CCFG Investments (DiversyFund.com) March 2015 - Present
TD Ameritrade Institutional March 2014 - February 2015
TD Ameritrade Institutional May 2012 - March 2014
Pure Logic Management Group LTD May 2011 - April 2012
Athena Capital Partners, Inc. November 2010 - May 2011
Re/Max United November 2009 - January 2011
BambooSk8 May 2010 - September 2010
Pirate Capital June 2006 - August 2006
Skills
Asset Managment, Due Diligence, Investments, Private Equity, Entrepreneurship, Equities, Investment Banking, Real Estate, Real Estate Transactions, Real Estate Economics, Brokerage, Customer Service, Investment Properties, Valuation, Financial Analysis
Education
California State University-Northridge 2003 — 2008
BS, Finance
Investment Banking Institute
Mt. Carmel High School
Mt. Carmel High School
Sarah Stormberg Estep's TD Ameritrade Institutional Experience April 2014 - Present
Job Building an Innovative Social Media Marketing Strategy at TD Ameritrade Institutional
Industry Marketing and Advertising
Experience
TD Ameritrade Institutional April 2014 - Present
Esoteric Velvet July 2012 - June 2014
Michael Kors April 2012 - June 2014
BAMIN (Build And Make It Now) July 2013 - March 2014
Onward Luxury Group June 2013 - March 2014
Bemis Center for Contemporary Arts 2009 - 2010
Skills
Fashion, Styling, Social Media Marketing, Visual Merchandising, Blogging, Marketing, Trend Analysis, Social Media, Sales, Illustrator, Photoshop, Social Networking, Fashion Design, Copywriting, Photo Shoots, Creative Direction, Personal Shopping, Event Planning, Businessowners, Retail, Customer Satisfaction, Sample Management, Sales Administration, Word Press, Shoutlet, Hootsuite, Digital Marketing, Public Relations
Education
Creighton University 2006 — 2010
BFA, Studio Art
TD Ameritrade Institutional April 2014 - Present
Esoteric Velvet July 2012 - June 2014
Michael Kors April 2012 - June 2014
BAMIN (Build And Make It Now) July 2013 - March 2014
Onward Luxury Group June 2013 - March 2014
Bemis Center for Contemporary Arts 2009 - 2010
Skills
Fashion, Styling, Social Media Marketing, Visual Merchandising, Blogging, Marketing, Trend Analysis, Social Media, Sales, Illustrator, Photoshop, Social Networking, Fashion Design, Copywriting, Photo Shoots, Creative Direction, Personal Shopping, Event Planning, Businessowners, Retail, Customer Satisfaction, Sample Management, Sales Administration, Word Press, Shoutlet, Hootsuite, Digital Marketing, Public Relations
Education
Creighton University 2006 — 2010
BFA, Studio Art
Daniel Colluccio Daniel Colluccio's TD Ameritrade Institutional Experience August 2013 - August 2014
Job Director of Institutional Sales at WBI Investments
Industry Financial Services
Experience
WBI August 2014 - Present
TD Ameritrade Institutional August 2013 - August 2014
BlackRock March 2010 - August 2013
BlackRock January 2008 - February 2010
Merrill Lynch January 2007 - December 2007
Skills
Direct Sales, Financial Analysis, Sales Management, ETFs, Series 7, Mutual Funds, Series 63, Asset Allocation, Alternative Investments, Investment Strategies, Fixed Income, Asset Managment, Investment Management, Hedge Funds, Investments, Equities, Portfolio Management, Wealth Management, Index Funds, Training, Sales Rep Training, Capital Markets, Modern Portfolio Theory, CIMA, Certified Investment..., FINRA, Public Speaking, Relationship Management
Education
Fairleigh Dickinson University 2006 — 2008
MBA, Finance
Fairleigh Dickinson University 2001 — 2005
Bachelor's of Science, Finance / Economics
WBI August 2014 - Present
TD Ameritrade Institutional August 2013 - August 2014
BlackRock March 2010 - August 2013
BlackRock January 2008 - February 2010
Merrill Lynch January 2007 - December 2007
Skills
Direct Sales, Financial Analysis, Sales Management, ETFs, Series 7, Mutual Funds, Series 63, Asset Allocation, Alternative Investments, Investment Strategies, Fixed Income, Asset Managment, Investment Management, Hedge Funds, Investments, Equities, Portfolio Management, Wealth Management, Index Funds, Training, Sales Rep Training, Capital Markets, Modern Portfolio Theory, CIMA, Certified Investment..., FINRA, Public Speaking, Relationship Management
Education
Fairleigh Dickinson University 2006 — 2008
MBA, Finance
Fairleigh Dickinson University 2001 — 2005
Bachelor's of Science, Finance / Economics
Richard Whitworth, AIF® Richard Whitworth, AIF®'s TD Ameritrade Institutional Experience June 2010 - March 2013
Job Managing Director Business Consulting at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group March 2015 - Present
First Allied Securities March 2013 - March 2015
TD Ameritrade Institutional June 2010 - March 2013
LPL Financial September 2009 - June 2010
LPL Financial June 2006 - September 2007
LPL Financial June 2004 - June 2006
LPL Financial March 2003 - June 2004
MARCAP Vendor Finance August 2002 - March 2003
Morgan Stanley March 2000 - May 2001
IBES International June 1999 - March 2000
Education
IE Business School 2007 — 2008
International MBA, International MBA
University of Delaware 1994 — 1998
BS, Finance
The Peddie School 1990 — 1994
Chapin School
Cetera Financial Group March 2015 - Present
First Allied Securities March 2013 - March 2015
TD Ameritrade Institutional June 2010 - March 2013
LPL Financial September 2009 - June 2010
LPL Financial June 2006 - September 2007
LPL Financial June 2004 - June 2006
LPL Financial March 2003 - June 2004
MARCAP Vendor Finance August 2002 - March 2003
Morgan Stanley March 2000 - May 2001
IBES International June 1999 - March 2000
Education
IE Business School 2007 — 2008
International MBA, International MBA
University of Delaware 1994 — 1998
BS, Finance
The Peddie School 1990 — 1994
Chapin School
Kathleen Rooney Kathleen Rooney's TD Ameritrade Institutional Experience December 2014 - Present
Job Develop & manage the content for our programs designed to build sustainable growth and enduring value for advisory firms
Industry Financial Services
Experience
TD Ameritrade Institutional December 2014 - Present
TD Ameritrade Institutional July 2013 - Present
Skills
Client Relationship..., Consultative Selling, Public Speaking, Series 7, Series 63, Selling, CRM, Recruiting, Relationship Management, Mutual Funds, Finance, Management, Sales, 401k, Financial Services, Retirement Planning, Leadership Development, Human Resources, Time Management, Training, Investment Advisory, Fixed Income, Customer Satisfaction, Business Strategy
Education
Colgate University 1995 — 1999
B.A.
TD Ameritrade Institutional December 2014 - Present
TD Ameritrade Institutional July 2013 - Present
Skills
Client Relationship..., Consultative Selling, Public Speaking, Series 7, Series 63, Selling, CRM, Recruiting, Relationship Management, Mutual Funds, Finance, Management, Sales, 401k, Financial Services, Retirement Planning, Leadership Development, Human Resources, Time Management, Training, Investment Advisory, Fixed Income, Customer Satisfaction, Business Strategy
Education
Colgate University 1995 — 1999
B.A.
Monique Anaya Monique Anaya's TD Ameritrade Institutional Experience August 2009 - May 2013
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
Scott Leak, CFP® Scott Leak, CFP®'s TD Ameritrade Institutional Experience October 2011 - Present
Job Leading a growing, high performing sales team whose aim is to engage and enable RIAs to build better businesses.
Industry Financial Services
Experience
TD Ameritrade Institutional October 2011 - Present
TD Ameritrade Institutional January 2006 - September 2011
Ameritrade Advisor Services January 2003 - December 2005
Ameritrade and Ameritrade Advisor Services September 1999 - January 2003
Skills
Sales, Selling, Management, Sales Management, Investments, Series 7, Series 63, Strategic Planning, Relationship Management, Insurance, Marketing Strategy, Salesforce.com, Business Strategy, New Business Development, Time Management, Account Management, Financial Services, Business Development, Integration, Marketing
Education
College for Financial Planning 2007 — 2009
Creighton University
BA, Psychology
Omaha Cathedral High School
TD Ameritrade Institutional October 2011 - Present
TD Ameritrade Institutional January 2006 - September 2011
Ameritrade Advisor Services January 2003 - December 2005
Ameritrade and Ameritrade Advisor Services September 1999 - January 2003
Skills
Sales, Selling, Management, Sales Management, Investments, Series 7, Series 63, Strategic Planning, Relationship Management, Insurance, Marketing Strategy, Salesforce.com, Business Strategy, New Business Development, Time Management, Account Management, Financial Services, Business Development, Integration, Marketing
Education
College for Financial Planning 2007 — 2009
Creighton University
BA, Psychology
Omaha Cathedral High School
Cory Wilkinson Cory Wilkinson's TD Ameritrade Institutional Experience June 2014 - Present
Job Product Risk Oversight Specialist at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional June 2014 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, HTML, English, Market Research, Marketing, Sales, Time Management, Management, Data Analysis
Education
Cal State San Marcos 2012 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration, Finance
MiraCosta College 2009 — 2011
Associate of Arts (AA), Business Administration
TD Ameritrade Institutional June 2014 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, HTML, English, Market Research, Marketing, Sales, Time Management, Management, Data Analysis
Education
Cal State San Marcos 2012 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration, Finance
MiraCosta College 2009 — 2011
Associate of Arts (AA), Business Administration
Nick Hendra's TD Ameritrade Institutional Experience May 2008 - August 2008
Job Senior Associate at MediaLink
Industry Management Consulting
Experience
MediaLink January 2015 - Present
Lexington Partners October 2012 - January 2015
Execution Noble July 2011 - October 2012
Merrill Lynch May 2010 - August 2010
U.S. House of Representatives May 2009 - August 2009
TD Ameritrade Institutional May 2008 - August 2008
Skills
Trading, Equities, Private Equity, Capital Markets, Investments, Funding, Valuation, Strategy, Corporate Finance, Financial Modeling, Investment Banking, Venture Capital, Social Media
Education
American University - Kogod School of Business 2007 — 2011
BSBA, Finance, International Business
Xavier High School 2004 — 2007
MediaLink January 2015 - Present
Lexington Partners October 2012 - January 2015
Execution Noble July 2011 - October 2012
Merrill Lynch May 2010 - August 2010
U.S. House of Representatives May 2009 - August 2009
TD Ameritrade Institutional May 2008 - August 2008
Skills
Trading, Equities, Private Equity, Capital Markets, Investments, Funding, Valuation, Strategy, Corporate Finance, Financial Modeling, Investment Banking, Venture Capital, Social Media
Education
American University - Kogod School of Business 2007 — 2011
BSBA, Finance, International Business
Xavier High School 2004 — 2007
Katherine Jose Katherine Jose's TD Ameritrade Institutional Experience January 2015 - September 2015
Job Systems Analyst at CliniComp
Industry Hospital & Health Care
Experience
CliniComp, Intl. September 2015 - Present
TD Ameritrade Institutional January 2015 - September 2015
Kcorp Technology Services November 2011 - December 2014
Lockheed Martin April 2009 - September 2011
Skills
Customer Service, Microsoft Office, Microsoft Excel, Research, Project Management, Information Technology, Data Entry
Education
National University 2012 — 2015
Master's degree, Health Informatics
California State University San Marcos 2007 — 2010
Bachelor of Science (BS), Business Administration and Management, General
CliniComp, Intl. September 2015 - Present
TD Ameritrade Institutional January 2015 - September 2015
Kcorp Technology Services November 2011 - December 2014
Lockheed Martin April 2009 - September 2011
Skills
Customer Service, Microsoft Office, Microsoft Excel, Research, Project Management, Information Technology, Data Entry
Education
National University 2012 — 2015
Master's degree, Health Informatics
California State University San Marcos 2007 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Steven Tran Steven Tran's TD Ameritrade Institutional Experience April 2014 - May 2015
Job Analyst at LPL Financial
Industry Financial Services
Experience
LPL Financial May 2015 - Present
TD Ameritrade Institutional April 2014 - May 2015
First Allied Securities August 2012 - April 2014
LPL Financial July 2008 - August 2012
LPL Financial September 2006 - June 2008
Washington Mutual October 2005 - September 2006
Hollywood Video November 2002 - December 2005
Skills
Series 4, Series 7, Series 24, Series 66
Education
California State University San Marcos 2004 — 2006
Bachelor of Science, Business Administration; Finance, 3.45
LPL Financial May 2015 - Present
TD Ameritrade Institutional April 2014 - May 2015
First Allied Securities August 2012 - April 2014
LPL Financial July 2008 - August 2012
LPL Financial September 2006 - June 2008
Washington Mutual October 2005 - September 2006
Hollywood Video November 2002 - December 2005
Skills
Series 4, Series 7, Series 24, Series 66
Education
California State University San Marcos 2004 — 2006
Bachelor of Science, Business Administration; Finance, 3.45
Tom Kaminski Tom Kaminski's TD Ameritrade Institutional Experience March 2014 - Present
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
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
Kelly Caffrey (Joinnides)'s TD Ameritrade Institutional Experience September 2011 - Present
Job B2B Marketer leading a high performing team responsible for Lead Generation, Brand Advertising, and Digital Marketing
Industry Financial Services
Experience
TD Ameritrade Institutional September 2011 - Present
TD Ameritrade July 2009 - November 2011
Pershing LLC, an affiliate of The Bank of New York Mellon June 2006 - July 2009
Deloitte 2005 - 2006
Deloitte 2001 - 2005
Smith Barney 2000 - 2001
Smith Barney 1996 - 2001
Skills
Marketing Strategy, Product Marketing, Financial Services, Marketing Communications, Social Media Marketing, Content Strategy, integrated marketing, advertising, brand management, Integrated Marketing, Advertising, Corporate Communications, Digital Marketing, Social Media, Brand Management, Lead Generation, Segmentation
Education
Fordham Gabelli School of Business 2001 — 2008
MBA, Marketing
Saint Michael's College 1991 — 1995
Bachelor of Arts (B.A.), English Literature
Summit High School 1987 — 1992
TD Ameritrade Institutional September 2011 - Present
TD Ameritrade July 2009 - November 2011
Pershing LLC, an affiliate of The Bank of New York Mellon June 2006 - July 2009
Deloitte 2005 - 2006
Deloitte 2001 - 2005
Smith Barney 2000 - 2001
Smith Barney 1996 - 2001
Skills
Marketing Strategy, Product Marketing, Financial Services, Marketing Communications, Social Media Marketing, Content Strategy, integrated marketing, advertising, brand management, Integrated Marketing, Advertising, Corporate Communications, Digital Marketing, Social Media, Brand Management, Lead Generation, Segmentation
Education
Fordham Gabelli School of Business 2001 — 2008
MBA, Marketing
Saint Michael's College 1991 — 1995
Bachelor of Arts (B.A.), English Literature
Summit High School 1987 — 1992
Asante Noel's TD Ameritrade Institutional Experience April 2011 - April 2014
Job Field Integration Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2014 - Present
TD Ameritrade Institutional April 2011 - April 2014
TD Ameritrade February 2010 - November 2011
TD Ameritrade November 2008 - April 2010
Merrill Lynch May 2007 - November 2008
Skills
Onboarding, Financial Services, Deferred Compensation, Employee Benefits, PeopleSoft, Succession Planning, Risk Management, Vendor Management
Education
Fordham University 2003 — 2007
Bachelor of Arts (B.A.), Cell/Cellular and Molecular Biology
The Hill School 1999 — 2003
TD Ameritrade April 2014 - Present
TD Ameritrade Institutional April 2011 - April 2014
TD Ameritrade February 2010 - November 2011
TD Ameritrade November 2008 - April 2010
Merrill Lynch May 2007 - November 2008
Skills
Onboarding, Financial Services, Deferred Compensation, Employee Benefits, PeopleSoft, Succession Planning, Risk Management, Vendor Management
Education
Fordham University 2003 — 2007
Bachelor of Arts (B.A.), Cell/Cellular and Molecular Biology
The Hill School 1999 — 2003
Ryan Benson Ryan Benson's TD Ameritrade Institutional Experience March 2014 - May 2015
Job Senior Analytics Consultant at CoEnterprise, LLC
Industry Information Technology and Services
Experience
CoEnterprise, LLC June 2015 - Present
TD Ameritrade Institutional March 2014 - May 2015
Financial Principles, LLC January 2010 - July 2013
Sontag Advisory April 2008 - October 2008
Northwestern Mutual Financial Network September 2006 - February 2008
Janney Montgomery Scott LLC September 2004 - November 2004
Skills
Tableau, Data Analysis, Analytics, SQL, Netezza, Investments, Wealth Management, Insurance, Estate Planning, Financial Advisory, Retirement, Financial Risk, SPSS, InfoSphere, Web Analytics, Business Analytics, Text Analytics, CRM, Equities, Retirement Planning, Asset Management, Securities, Python, Risk Management, Strategic Financial..., SQL DB2, Cognos, R, Hadoop, Financial Planning, Series 6, Series 7, Series 63, Life & Health Insurance..., Variable Annuities, Predictive Analytics, Data Mining, Data Warehousing, Business Objects, QlikView, Amazon Web Services..., Cloudera, Analysis, Finance, Strategy, Business Intelligence, Consulting
Education
Fordham University 2013 — 2014
Master's degree
Dale Carnegie 2012 — 2013
Boston College 2002 — 2006
Carroll School of Management
University of New South Wales 2005 — 2005
Boston College Semester Abroad Program - Sydney, Australia
Bergen Catholic High School 1998 — 2002
CoEnterprise, LLC June 2015 - Present
TD Ameritrade Institutional March 2014 - May 2015
Financial Principles, LLC January 2010 - July 2013
Sontag Advisory April 2008 - October 2008
Northwestern Mutual Financial Network September 2006 - February 2008
Janney Montgomery Scott LLC September 2004 - November 2004
Skills
Tableau, Data Analysis, Analytics, SQL, Netezza, Investments, Wealth Management, Insurance, Estate Planning, Financial Advisory, Retirement, Financial Risk, SPSS, InfoSphere, Web Analytics, Business Analytics, Text Analytics, CRM, Equities, Retirement Planning, Asset Management, Securities, Python, Risk Management, Strategic Financial..., SQL DB2, Cognos, R, Hadoop, Financial Planning, Series 6, Series 7, Series 63, Life & Health Insurance..., Variable Annuities, Predictive Analytics, Data Mining, Data Warehousing, Business Objects, QlikView, Amazon Web Services..., Cloudera, Analysis, Finance, Strategy, Business Intelligence, Consulting
Education
Fordham University 2013 — 2014
Master's degree
Dale Carnegie 2012 — 2013
Boston College 2002 — 2006
Carroll School of Management
University of New South Wales 2005 — 2005
Boston College Semester Abroad Program - Sydney, Australia
Bergen Catholic High School 1998 — 2002
Ryan Macaluso Ryan Macaluso's TD Ameritrade Institutional Experience September 2010 - Present
Job Advisor Transition Consultant / Build lasting partnerships by helping advisors achieve their business goals
Industry Financial Services
Experience
TD Ameritrade Institutional September 2010 - Present
Vanguard September 2004 - August 2010
Skills
Investment Advisory, Wealth Management, Portfolio Management, Separately Managed..., Mutual Funds, Equities, Retirement Planning, 401k, Investments, Asset Allocation, Uniform Combined State..., Series 7, Series 63, ETFs, Securities, Retirement, FINRA
Education
Arizona State University, W. P. Carey School of Business 2000 — 2004
Bachelor of Science (B.S.), Finance, General
TD Ameritrade Institutional September 2010 - Present
Vanguard September 2004 - August 2010
Skills
Investment Advisory, Wealth Management, Portfolio Management, Separately Managed..., Mutual Funds, Equities, Retirement Planning, 401k, Investments, Asset Allocation, Uniform Combined State..., Series 7, Series 63, ETFs, Securities, Retirement, FINRA
Education
Arizona State University, W. P. Carey School of Business 2000 — 2004
Bachelor of Science (B.S.), Finance, General
Garrett Hahn Garrett Hahn's TD Ameritrade Institutional Experience June 2006 - Present
Job
Industry Financial Services
Experience
TD Ameritrade Institutional June 2006 - Present
Skills
Financial Analysis, Series 63, Relationship Management, Risk Management, Customer Service
Education
Lamar University
Bachelor of Science (BS), Marketing
TD Ameritrade Institutional June 2006 - Present
Skills
Financial Analysis, Series 63, Relationship Management, Risk Management, Customer Service
Education
Lamar University
Bachelor of Science (BS), Marketing
Nathan Nicholas, CFA Nathan Nicholas, CFA's TD Ameritrade Institutional Experience March 2013 - January 2015
Job Director of Portfolio Management at Pure Financial Advisors, Inc.
Industry Investment Management
Experience
Pure Financial Advisors, Inc. July 2015 - Present
Pure Financial Advisors, Inc. February 2015 - July 2015
TD Ameritrade Institutional March 2013 - January 2015
TD Ameritrade September 2011 - March 2013
Door Systems, Inc September 2008 - September 2011
Berkeley Capital Securities December 2010 - August 2011
CBRE June 2007 - September 2008
Education
California State University-Long Beach - College of Business Administration 2002 — 2006
Bachelor of Science (BS)
Pure Financial Advisors, Inc. July 2015 - Present
Pure Financial Advisors, Inc. February 2015 - July 2015
TD Ameritrade Institutional March 2013 - January 2015
TD Ameritrade September 2011 - March 2013
Door Systems, Inc September 2008 - September 2011
Berkeley Capital Securities December 2010 - August 2011
CBRE June 2007 - September 2008
Education
California State University-Long Beach - College of Business Administration 2002 — 2006
Bachelor of Science (BS)
Alexandra Salgado's TD Ameritrade Institutional Experience September 2014 - Present
Job Program Specialist Practice Management at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional September 2014 - Present
TD Ameritrade Institutional November 2012 - September 2014
TD Ameritrade Institutional June 2011 - October 2012
Skills
Outlook, PowerPoint, SharePoint, Microsoft Excel, E-Learning, HTML, Microsoft Office, SumTotal, WebEx, Adobe Acrobat, Adobe Captivate 5.5, Captivate, Management, Employee Training, Instructional Design, Talent Management, Program Management, Learning Management..., Strategy, Social Media, Event Planning, Program Development, Budget, Taleo, Dreamweaver, Articulate Studio, Goldwave, Customer Service, Leadership
Education
Boston University 2013 — 2014
Graduate Certificate/Masters Program in Project Management, Metropolitan College of Business & Management
William Paterson University of New Jersey 2006 — 2011
Bachelor of the Arts, History and Education, minor in Anthropology
Wayne Valley High School
TD Ameritrade Institutional September 2014 - Present
TD Ameritrade Institutional November 2012 - September 2014
TD Ameritrade Institutional June 2011 - October 2012
Skills
Outlook, PowerPoint, SharePoint, Microsoft Excel, E-Learning, HTML, Microsoft Office, SumTotal, WebEx, Adobe Acrobat, Adobe Captivate 5.5, Captivate, Management, Employee Training, Instructional Design, Talent Management, Program Management, Learning Management..., Strategy, Social Media, Event Planning, Program Development, Budget, Taleo, Dreamweaver, Articulate Studio, Goldwave, Customer Service, Leadership
Education
Boston University 2013 — 2014
Graduate Certificate/Masters Program in Project Management, Metropolitan College of Business & Management
William Paterson University of New Jersey 2006 — 2011
Bachelor of the Arts, History and Education, minor in Anthropology
Wayne Valley High School
Steve Rashis's TD Ameritrade Institutional Experience June 2011 - September 2013
Job Partner / Chief Option Strategist at M1 Capital Management
Industry Banking
Experience
M1 Capital Management September 2013 - Present
TD Ameritrade Institutional June 2011 - September 2013
TD Ameritrade June 2009 - June 2011
thinkorswim November 2001 - June 2009
CBOE - SOSNOFF / SHERIDAN GROUP, LLC. August 1987 - November 2001
Skills
Options
Education
Indiana University Bloomington 1983 — 1987
Bachelor of Science (BS), Finance
M1 Capital Management September 2013 - Present
TD Ameritrade Institutional June 2011 - September 2013
TD Ameritrade June 2009 - June 2011
thinkorswim November 2001 - June 2009
CBOE - SOSNOFF / SHERIDAN GROUP, LLC. August 1987 - November 2001
Skills
Options
Education
Indiana University Bloomington 1983 — 1987
Bachelor of Science (BS), Finance
Karen Floyd Karen Floyd's TD Ameritrade Institutional Experience November 2012 - April 2014
Job
Industry Financial Services
Experience
TD Ameritrade Institutional November 2012 - April 2014
Wells Fargo Advisors January 2012 - November 2012
Wells Fargo Advisors February 2009 - December 2011
Wells Fargo Advisors (formerly Wachovia & AG Edwards) February 2003 - February 2009
Prospera Financial April 2002 - November 2002
Salomon Smith Barney May 2000 - March 2002
A.G. Edwards & Sons, Inc. March 1995 - May 2000
Skills
Business Communications, Compliance Review, Project Management, Event Planning, Strong Interpersonal..., Business Tool..., Change Management, Highly detail oriented, Budget Management, Business Development, Wealth Management
Education
Baylor University
Oral Communications
Henderson State University
Bachelor of Business Administration (BBA), Business Administration and Management, General
TD Ameritrade Institutional November 2012 - April 2014
Wells Fargo Advisors January 2012 - November 2012
Wells Fargo Advisors February 2009 - December 2011
Wells Fargo Advisors (formerly Wachovia & AG Edwards) February 2003 - February 2009
Prospera Financial April 2002 - November 2002
Salomon Smith Barney May 2000 - March 2002
A.G. Edwards & Sons, Inc. March 1995 - May 2000
Skills
Business Communications, Compliance Review, Project Management, Event Planning, Strong Interpersonal..., Business Tool..., Change Management, Highly detail oriented, Budget Management, Business Development, Wealth Management
Education
Baylor University
Oral Communications
Henderson State University
Bachelor of Business Administration (BBA), Business Administration and Management, General
Caitlin Mapes Caitlin Mapes's TD Ameritrade Institutional Experience August 2012 - Present
Job Marketing Consultant
Industry Marketing and Advertising
Experience
TD Ameritrade Institutional August 2012 - Present
Northwestern Mutual 2010 - 2011
Northwestern Mutual 2007 - 2010
Tierney 2005 - 2007
Skills
Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing
Education
Adelphi University 2010 — 2011
Master of Arts (M.A.), Education
Villanova University 2001 — 2005
Bachelor of Arts (B.A.), Communication, General
TD Ameritrade Institutional August 2012 - Present
Northwestern Mutual 2010 - 2011
Northwestern Mutual 2007 - 2010
Tierney 2005 - 2007
Skills
Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing
Education
Adelphi University 2010 — 2011
Master of Arts (M.A.), Education
Villanova University 2001 — 2005
Bachelor of Arts (B.A.), Communication, General
Brent La Bounty Brent La Bounty's TD Ameritrade Institutional Experience November 2014 - Present
Job IBS Reorganization Trading Senior Specialist at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional November 2014 - Present
True Gentlemen's Jerky May 2013 - Present
TD Ameritrade December 2013 - December 2014
Western Milling LLC August 2012 - January 2013
JPMorgan Chase November 2011 - August 2012
JPMorgan Chase July 2011 - December 2011
Rapid7 January 2011 - April 2011
Skills
Vulnerability Management, Web Application Security, HIPAA, Salesforce.com, Sales, Cold Calling, Account Management, Direct Sales, Start-ups, Microsoft Excel, Entrepreneurship, Real Estate, Real Estate Development, Account Executives, Mac OS, Business Development, Business Intelligence..., Finance, Trade Marketing, Food & Beverage, Organization, Trade Finance, Business Intelligence, Corporate Finance, Customer Service, Management
Education
California Polytechnic State University-San Luis Obispo 2003 — 2007
International Business and Marketing
TD Ameritrade Institutional November 2014 - Present
True Gentlemen's Jerky May 2013 - Present
TD Ameritrade December 2013 - December 2014
Western Milling LLC August 2012 - January 2013
JPMorgan Chase November 2011 - August 2012
JPMorgan Chase July 2011 - December 2011
Rapid7 January 2011 - April 2011
Skills
Vulnerability Management, Web Application Security, HIPAA, Salesforce.com, Sales, Cold Calling, Account Management, Direct Sales, Start-ups, Microsoft Excel, Entrepreneurship, Real Estate, Real Estate Development, Account Executives, Mac OS, Business Development, Business Intelligence..., Finance, Trade Marketing, Food & Beverage, Organization, Trade Finance, Business Intelligence, Corporate Finance, Customer Service, Management
Education
California Polytechnic State University-San Luis Obispo 2003 — 2007
International Business and Marketing
Elizabeth Billings's TD Ameritrade Institutional Experience June 2011 - August 2011
Job Assistant Account Executive at Grey Group
Industry Marketing and Advertising
Experience
Smile Train April 2015 - August 2015
Grey Group November 2013 - November 2014
Children's Tumor Foundation September 2013 - November 2014
McCann June 2012 - August 2012
TD Ameritrade Institutional June 2011 - August 2011
Skills
Market Research, CRM, Strategy, Leadership, Competitive Analysis, Marketing Strategy, Project Management, Account Management, Cross-functional Team..., Microsoft Excel, PowerPoint, Training, New Business Development, Research, Customer Satisfaction, Series 7, Microsoft Office, Bloomberg, Social Media, Microsoft Word, Public Speaking
Education
Villanova University 2009 — 2013
Bachelor of Arts, History
CUPA 2012 — 2012
Center for University Programs Abroad 2012 — 2012
HACKLEY SCHOOL
Smile Train April 2015 - August 2015
Grey Group November 2013 - November 2014
Children's Tumor Foundation September 2013 - November 2014
McCann June 2012 - August 2012
TD Ameritrade Institutional June 2011 - August 2011
Skills
Market Research, CRM, Strategy, Leadership, Competitive Analysis, Marketing Strategy, Project Management, Account Management, Cross-functional Team..., Microsoft Excel, PowerPoint, Training, New Business Development, Research, Customer Satisfaction, Series 7, Microsoft Office, Bloomberg, Social Media, Microsoft Word, Public Speaking
Education
Villanova University 2009 — 2013
Bachelor of Arts, History
CUPA 2012 — 2012
Center for University Programs Abroad 2012 — 2012
HACKLEY SCHOOL
Christopher Shih Christopher Shih's TD Ameritrade Institutional Experience June 2011 - August 2012
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
Alexander McGlynn's TD Ameritrade Institutional Experience March 2015 - Present
Job Analyst, Client Analytics at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional March 2015 - Present
Morgan Stanley February 2014 - March 2015
Clearview Capital February 2011 - May 2013
Skills
Microsoft Excel, Microsoft Powerpoint, Financial Modeling, Fundamental Analysis, Valuation, Private Equity, Mergers & Acquisitions, Investment Banking, LBO
Education
Cornell University 2006 — 2010
Bachelor of Science, Applied Economics and Management, 3.75/4.00
Glastonbury High School 2002 — 2006
TD Ameritrade Institutional March 2015 - Present
Morgan Stanley February 2014 - March 2015
Clearview Capital February 2011 - May 2013
Skills
Microsoft Excel, Microsoft Powerpoint, Financial Modeling, Fundamental Analysis, Valuation, Private Equity, Mergers & Acquisitions, Investment Banking, LBO
Education
Cornell University 2006 — 2010
Bachelor of Science, Applied Economics and Management, 3.75/4.00
Glastonbury High School 2002 — 2006
Elyse Smith's TD Ameritrade Institutional Experience October 2012 - Present
Job Senior Manager Advisor Relations at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade February 2013 - Present
TD Ameritrade Institutional October 2012 - Present
TD Ameritrade Institutional May 2012 - November 2012
TD Ameritrade July 2010 - May 2012
TD Ameritrade June 2007 - June 2010
Pershing Advisor Solutions November 2006 - June 2007
Skills
401k
Education
Binghamton University 2001 — 2005
BA, Psychology
TD Ameritrade February 2013 - Present
TD Ameritrade Institutional October 2012 - Present
TD Ameritrade Institutional May 2012 - November 2012
TD Ameritrade July 2010 - May 2012
TD Ameritrade June 2007 - June 2010
Pershing Advisor Solutions November 2006 - June 2007
Skills
401k
Education
Binghamton University 2001 — 2005
BA, Psychology
Kevin R. Shaw's TD Ameritrade Institutional Experience 2007 - 2009
Job Due Diligence Underwriter at Planet Financial Group, LLC
Industry Real Estate
Experience
Planet Financial Group, LLC August 2013 - Present
Opus CMC March 2013 - August 2013
JCIII & Associates August 2012 - March 2013
USAA March 2011 - August 2012
Peyton Resource Group June 2010 - March 2011
TD Ameritrade Institutional 2007 - 2009
Accredited Home Lenders 2006 - 2007
First NLC Financial Services, LLC 2003 - 2006
Skills
VA, Conventional, Mortgage Lending, Mortgage Banking, Mortgage Underwriting, FHA DE Underwriting..., Credit, FHA, Due Diligence, Loans, Underwriting, Finance, Sales
Education
Florida State University - College of Business 1998 — 2002
Bachelor's of science, Finance
Planet Financial Group, LLC August 2013 - Present
Opus CMC March 2013 - August 2013
JCIII & Associates August 2012 - March 2013
USAA March 2011 - August 2012
Peyton Resource Group June 2010 - March 2011
TD Ameritrade Institutional 2007 - 2009
Accredited Home Lenders 2006 - 2007
First NLC Financial Services, LLC 2003 - 2006
Skills
VA, Conventional, Mortgage Lending, Mortgage Banking, Mortgage Underwriting, FHA DE Underwriting..., Credit, FHA, Due Diligence, Loans, Underwriting, Finance, Sales
Education
Florida State University - College of Business 1998 — 2002
Bachelor's of science, Finance
Mr. Chadwick Nason Mr. Chadwick Nason's TD Ameritrade Institutional Experience May 2015 - Present
Job Remote Consultant at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional May 2015 - Present
Region 8 Mental Health June 2014 - Present
DICK'S Sporting Goods October 2013 - July 2014
Best Buy April 2011 - October 2013
Mississippi Department of Revenue February 2012 - April 2013
Mississippi Department of Revenue February 2012 - April 2012
Young Law Firm (PLLC) May 2011 - August 2011
L-3 Communications February 2009 - April 2011
New York Life Insurance Company November 2010 - March 2011
Vector Marketing January 2009 - December 2009
Skills
Android, Android Development, Training, Access, Microsoft Excel, Finance, Marketing, Sales, SAP, Risk Management, Microsoft Office, Financial Reporting, PowerPoint, Microsoft Word, Time Management, Government, HTML, Logistics, Outlook, Supply Chain, Java, XML, Budgets, Social Media, Data Analysis, Analysis, Management, Strategic Planning, Customer Service, Leadership, Team Building, Team Leadership
Education
Mississippi State University 2005 — 2009
Degree; B.B.A; of 2009, Risk Management, Insurance and Financial Planning; Business
Madison Central High School 2001 — 2005
High School Diploma - Special Distinction, Accelerated/Weighted AP High School Curriculum
TD Ameritrade Institutional May 2015 - Present
Region 8 Mental Health June 2014 - Present
DICK'S Sporting Goods October 2013 - July 2014
Best Buy April 2011 - October 2013
Mississippi Department of Revenue February 2012 - April 2013
Mississippi Department of Revenue February 2012 - April 2012
Young Law Firm (PLLC) May 2011 - August 2011
L-3 Communications February 2009 - April 2011
New York Life Insurance Company November 2010 - March 2011
Vector Marketing January 2009 - December 2009
Skills
Android, Android Development, Training, Access, Microsoft Excel, Finance, Marketing, Sales, SAP, Risk Management, Microsoft Office, Financial Reporting, PowerPoint, Microsoft Word, Time Management, Government, HTML, Logistics, Outlook, Supply Chain, Java, XML, Budgets, Social Media, Data Analysis, Analysis, Management, Strategic Planning, Customer Service, Leadership, Team Building, Team Leadership
Education
Mississippi State University 2005 — 2009
Degree; B.B.A; of 2009, Risk Management, Insurance and Financial Planning; Business
Madison Central High School 2001 — 2005
High School Diploma - Special Distinction, Accelerated/Weighted AP High School Curriculum
Jason Hagan's TD Ameritrade Institutional Experience 1998 - 2000
Job
Industry Financial Services
Experience
First National Bank of Omaha October 2013 - Present
NMC August 2012 - September 2013
State Street August 2006 - June 2012
First National Investment Bank May 2005 - August 2006
State Street September 2001 - May 2005
TD Ameritrade Institutional 1998 - 2000
Travelex Global Financial Services March 1996 - May 1998
Skills
Financial Modeling, Portfolio Management, Business Development, Equities, Capital Markets, Investments, Mergers & Acquisitions, Valuation, Strategy, FX trading, Fixed Income, Financial Services, Electronic Trading, Asset Allocation, Competitive Analysis, Financial Markets, Analysis, Strategic Planning, FX Options, Financial Risk, Management, OTC Derivatives, Dodd Frank, Futures, Hedge Funds, Trading, Business Planning, Cross-functional Team..., Due Diligence, Strategic Financial..., Finance, Executive Management, Leadership, Options, Foreign Exchange, Process Improvement
Education
Boston University 2000 — 2002
MBA
Burke
University of Nebraska
BS
First National Bank of Omaha October 2013 - Present
NMC August 2012 - September 2013
State Street August 2006 - June 2012
First National Investment Bank May 2005 - August 2006
State Street September 2001 - May 2005
TD Ameritrade Institutional 1998 - 2000
Travelex Global Financial Services March 1996 - May 1998
Skills
Financial Modeling, Portfolio Management, Business Development, Equities, Capital Markets, Investments, Mergers & Acquisitions, Valuation, Strategy, FX trading, Fixed Income, Financial Services, Electronic Trading, Asset Allocation, Competitive Analysis, Financial Markets, Analysis, Strategic Planning, FX Options, Financial Risk, Management, OTC Derivatives, Dodd Frank, Futures, Hedge Funds, Trading, Business Planning, Cross-functional Team..., Due Diligence, Strategic Financial..., Finance, Executive Management, Leadership, Options, Foreign Exchange, Process Improvement
Education
Boston University 2000 — 2002
MBA
Burke
University of Nebraska
BS
Barbara Prończyk Boyer's TD Ameritrade Institutional Experience June 2005 - January 2009
Job Consultant at Sidoti & Company, LLC
Industry Financial Services
Experience
Sidoti & Company, LLC October 2011 - June 2014
TD Ameritrade Institutional June 2005 - January 2009
TD Waterhouse March 2003 - June 2005
TD Waterhouse 2000 - 2003
TD Waterhouse 1999 - 2000
Waterhouse Securities Inc 1997 - 1999
Waterhouse Securities Inc 1996 - 1997
Education
New York University School of Continuing and Professional Studies 1999 — 1999
Certificate, Multimedia
City University of New York-College of Staten Island 1991 — 1995
Bachelor of Science, Computer Science
Sidoti & Company, LLC October 2011 - June 2014
TD Ameritrade Institutional June 2005 - January 2009
TD Waterhouse March 2003 - June 2005
TD Waterhouse 2000 - 2003
TD Waterhouse 1999 - 2000
Waterhouse Securities Inc 1997 - 1999
Waterhouse Securities Inc 1996 - 1997
Education
New York University School of Continuing and Professional Studies 1999 — 1999
Certificate, Multimedia
City University of New York-College of Staten Island 1991 — 1995
Bachelor of Science, Computer Science
Jay Wampler, MS, AIF®'s TD Ameritrade Institutional Experience August 2013 - Present
Job Strategic Relationship Consultant TD Ameritrade Institutional
Industry Investment Management
Experience
TD Ameritrade Institutional August 2013 - Present
Guardian / RS Funds November 2010 - November 2012
LPL Financial August 2008 - November 2010
MassMutual Financial Group August 2005 - August 2008
Skills
Series 7, Asset Allocation, Separately Managed..., Investment Advisory, Public Speaking, Sales Presentations, Practice Management, Relationship Mgmt, Fund Of Funds, Unified Managed Accounts, Sales&Marketing, Client Education, Series 66, Territory Account..., California Life and..., Business Consulting, Technology Solutions
Education
Bridgewater College
BS, Business Administration & Economics
Towson University
MS, Business Development & HR
TD Ameritrade Institutional August 2013 - Present
Guardian / RS Funds November 2010 - November 2012
LPL Financial August 2008 - November 2010
MassMutual Financial Group August 2005 - August 2008
Skills
Series 7, Asset Allocation, Separately Managed..., Investment Advisory, Public Speaking, Sales Presentations, Practice Management, Relationship Mgmt, Fund Of Funds, Unified Managed Accounts, Sales&Marketing, Client Education, Series 66, Territory Account..., California Life and..., Business Consulting, Technology Solutions
Education
Bridgewater College
BS, Business Administration & Economics
Towson University
MS, Business Development & HR
Steve Sundquist's TD Ameritrade Institutional Experience February 2004 - June 2007
Job Manager at Shareholders Service Group, Inc
Industry Financial Services
Experience
Shareholders Service Group, Inc July 2007 - Present
TD Ameritrade Institutional February 2004 - June 2007
TD Waterhouse Institutional September 1996 - February 2004
Jack White & Co. 1996 - 1998
T. Rowe Price September 1992 - September 1996
Skills
Financial Services, Retirement Planning, Financial Advisory, Mutual Funds, Process Improvement, Business Process..., Business Process..., Business Process Design, Business Decision Making, Operations Management, Team Leadership, Data Analysis, VBA, Microsoft Office, Microsoft Excel, People Management, Project Management, Analytics
Education
California State University-Long Beach - College of Business Administration 1987 — 1992
Bachelor's Degree, Business Administration: Financial Management and Investments
Shareholders Service Group, Inc July 2007 - Present
TD Ameritrade Institutional February 2004 - June 2007
TD Waterhouse Institutional September 1996 - February 2004
Jack White & Co. 1996 - 1998
T. Rowe Price September 1992 - September 1996
Skills
Financial Services, Retirement Planning, Financial Advisory, Mutual Funds, Process Improvement, Business Process..., Business Process..., Business Process Design, Business Decision Making, Operations Management, Team Leadership, Data Analysis, VBA, Microsoft Office, Microsoft Excel, People Management, Project Management, Analytics
Education
California State University-Long Beach - College of Business Administration 1987 — 1992
Bachelor's Degree, Business Administration: Financial Management and Investments
Karisa Karlovich's TD Ameritrade Institutional Experience October 2011 - May 2013
Job Commercial Property Manager at Koast Properties LLC
Industry Real Estate
Experience
Koast Properties LLC August 2014 - Present
Mogl May 2013 - April 2014
TD Ameritrade Institutional October 2011 - May 2013
TD Ameritrade Institutional September 2010 - September 2011
ANB Property Corporation January 2010 - June 2010
Skills
Customer Service, Microsoft Excel, Salesforce.com, PowerPoint, Data Entry, Data Analysis, Real Estate, Banking, Finance, Leases, Outlook, Microsoft Office, Microsoft Word, Social Media, Analysis
Education
Santa Clara University 2006 — 2010
Bachelor of Science in Commerce, Finance
Bond University
Koast Properties LLC August 2014 - Present
Mogl May 2013 - April 2014
TD Ameritrade Institutional October 2011 - May 2013
TD Ameritrade Institutional September 2010 - September 2011
ANB Property Corporation January 2010 - June 2010
Skills
Customer Service, Microsoft Excel, Salesforce.com, PowerPoint, Data Entry, Data Analysis, Real Estate, Banking, Finance, Leases, Outlook, Microsoft Office, Microsoft Word, Social Media, Analysis
Education
Santa Clara University 2006 — 2010
Bachelor of Science in Commerce, Finance
Bond University
Heather Harrison's TD Ameritrade Institutional Experience February 2009 - August 2010
Job Finance Director
Industry Internet
Experience
Some Spider August 2014 - Present
Quidsi Inc. April 2013 - May 2014
Quidsi Inc. August 2010 - April 2013
TD Ameritrade Institutional February 2009 - August 2010
Jefferson National April 2008 - December 2008
Huron Consulting Group August 2006 - April 2008
Education
Lehigh University - College of Business and Economics
M.S. in Analytical Finance
Lehigh University - College of Business and Economics
B.S. in Finance and Economics, Minor in Psychology
Some Spider August 2014 - Present
Quidsi Inc. April 2013 - May 2014
Quidsi Inc. August 2010 - April 2013
TD Ameritrade Institutional February 2009 - August 2010
Jefferson National April 2008 - December 2008
Huron Consulting Group August 2006 - April 2008
Education
Lehigh University - College of Business and Economics
M.S. in Analytical Finance
Lehigh University - College of Business and Economics
B.S. in Finance and Economics, Minor in Psychology
Reuben Remigio's TD Ameritrade Institutional Experience March 2015 - Present
Job Senior Manager, Process Improvement at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional March 2015 - Present
TD Ameritrade January 2014 - March 2015
DeVry University November 2012 - January 2014
Groupon April 2012 - November 2012
Walgreens September 2010 - April 2012
Walgreens July 2008 - September 2010
Meijer December 2007 - July 2008
Nestle USA September 2006 - November 2007
Walgreens February 2003 - August 2006
Tellabs February 2000 - October 2002
Skills
Business Process..., Six Sigma, Continuous Improvement, Lean Manufacturing, Process Improvement, Industrial Engineering, Statistics, Performance Improvement, Value Stream Mapping, 5S, Root Cause Analysis, Operational Excellence, Kaizen, Data Analysis, Business Process..., Operations Management, Simul8, Discrete Event..., Business Transformation, Labor Management, Program Management, Management Consulting, Product Development, Manufacturing, Cross-functional Team..., Process Engineering, Business Process, Supply Chain, Budgets
Education
Keller Graduate School of Management of DeVry University 2013 — 2016
Master of Business Administration (M.B.A.), Dual Concentrations in Finance and Health Services
University of Illinois at Chicago 1997 — 1999
Bachelor of Science (B.S.), Industrial Engineering
Don Bosco Technical College
Electronics Technology
TD Ameritrade Institutional March 2015 - Present
TD Ameritrade January 2014 - March 2015
DeVry University November 2012 - January 2014
Groupon April 2012 - November 2012
Walgreens September 2010 - April 2012
Walgreens July 2008 - September 2010
Meijer December 2007 - July 2008
Nestle USA September 2006 - November 2007
Walgreens February 2003 - August 2006
Tellabs February 2000 - October 2002
Skills
Business Process..., Six Sigma, Continuous Improvement, Lean Manufacturing, Process Improvement, Industrial Engineering, Statistics, Performance Improvement, Value Stream Mapping, 5S, Root Cause Analysis, Operational Excellence, Kaizen, Data Analysis, Business Process..., Operations Management, Simul8, Discrete Event..., Business Transformation, Labor Management, Program Management, Management Consulting, Product Development, Manufacturing, Cross-functional Team..., Process Engineering, Business Process, Supply Chain, Budgets
Education
Keller Graduate School of Management of DeVry University 2013 — 2016
Master of Business Administration (M.B.A.), Dual Concentrations in Finance and Health Services
University of Illinois at Chicago 1997 — 1999
Bachelor of Science (B.S.), Industrial Engineering
Don Bosco Technical College
Electronics Technology
Walter Herbert's TD Ameritrade Institutional Experience July 2003 - April 2011
Job Principal Lorton Development
Industry Investment Management
Experience
Lorton Development July 2011 - Present
TD Ameritrade Institutional July 2003 - April 2011
Morgan Stanley 1999 - 2002
EnterSport Ventures 1994 - 1998
The Fuji Bank, Ltd. 1986 - 1993
Union Bank 1984 - 1986
Maryland National Bank 1983 - 1984
Bank of Boston 1978 - 1983
Skills
Investments, Private Equity, Wealth Management, Investment Banking, Finance, Portfolio Management, Equities, Financial Analysis, Business Development, Valuation, Venture Capital, Series 7, Strategic Planning, Banking
Education
Harvard University 1972 — 1976
Bachelor of Arts, Economics
Boston University
Master of Arts (MA), International Economics
Harvard University
Bachelor of Arts, Economics
Mount Hermon School
St. John's Preparatory School
Lorton Development July 2011 - Present
TD Ameritrade Institutional July 2003 - April 2011
Morgan Stanley 1999 - 2002
EnterSport Ventures 1994 - 1998
The Fuji Bank, Ltd. 1986 - 1993
Union Bank 1984 - 1986
Maryland National Bank 1983 - 1984
Bank of Boston 1978 - 1983
Skills
Investments, Private Equity, Wealth Management, Investment Banking, Finance, Portfolio Management, Equities, Financial Analysis, Business Development, Valuation, Venture Capital, Series 7, Strategic Planning, Banking
Education
Harvard University 1972 — 1976
Bachelor of Arts, Economics
Boston University
Master of Arts (MA), International Economics
Harvard University
Bachelor of Arts, Economics
Mount Hermon School
St. John's Preparatory School
Teri Druhot's TD Ameritrade Institutional Experience March 2002 - April 2014
Job Key Account Manager at Aspire Financial Services, LLC
Industry Financial Services
Experience
Aspire Financial Services, LLC May 2014 - Present
TD Ameritrade Institutional March 2002 - April 2014
AE Goodman,Co., LLC September 2000 - March 2002
Great-West Life January 1996 - September 2000
Education
University of Phoenix 1999 — 2001
MBA, Business
Metropolitan State University of Denver 1994 — 1998
Bachelors of Science, Finance
Aspire Financial Services, LLC May 2014 - Present
TD Ameritrade Institutional March 2002 - April 2014
AE Goodman,Co., LLC September 2000 - March 2002
Great-West Life January 1996 - September 2000
Education
University of Phoenix 1999 — 2001
MBA, Business
Metropolitan State University of Denver 1994 — 1998
Bachelors of Science, Finance
Daniel Cuevas's TD Ameritrade Institutional Experience June 1996 - Present
Job Senior Manager Business Transition Services at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional June 1996 - Present
Skills
Risk Management, Wealth Management, Strategic Financial..., Strategy, Financial Services, Securities, Relationship Management, Hedge Funds, Management, Vendor Management, Investment Advisory, Derivatives, Program Management, Financial Planning, Alternative Investments
Education
Massachusetts Institute of Technology - Sloan School of Management
Executive Education Program - Certificate in Technology, Operations and Value Chain Management
University of Phoenix
Bachelor of Business Administration (B.B.A.)
TD Ameritrade Institutional June 1996 - Present
Skills
Risk Management, Wealth Management, Strategic Financial..., Strategy, Financial Services, Securities, Relationship Management, Hedge Funds, Management, Vendor Management, Investment Advisory, Derivatives, Program Management, Financial Planning, Alternative Investments
Education
Massachusetts Institute of Technology - Sloan School of Management
Executive Education Program - Certificate in Technology, Operations and Value Chain Management
University of Phoenix
Bachelor of Business Administration (B.B.A.)
Tejashvini Goud Kasula Prakash's TD Ameritrade Institutional Experience February 2008 - December 2010
Job .NET Consultant at Prudential
Industry Information Technology and Services
Experience
Prudential Financial November 2014 - Present
Bank of America June 2012 - November 2014
Verizon Wireless December 2010 - June 2012
TD Ameritrade Institutional February 2008 - December 2010
Other September 2006 - January 2008
Electronics Corporation of India Ltd October 2004 - October 2005
Skills
.NET, WCF, ASP.NET, Web Services, C#, Microsoft SQL Server, SDLC, SQL, Agile Methodologies, XML, LINQ, SOA, jQuery, ASP.NET MVC, HTML5, CSS, SSIS, AJAX Toolkit
Education
Jawaharlal Nehru Technological University 2000 — 2004
B-Tech, Computer Science
St Anns 1998 — 2000
High School, 10+2
Atomic Energy Central School 1990 — 1998
Prudential Financial November 2014 - Present
Bank of America June 2012 - November 2014
Verizon Wireless December 2010 - June 2012
TD Ameritrade Institutional February 2008 - December 2010
Other September 2006 - January 2008
Electronics Corporation of India Ltd October 2004 - October 2005
Skills
.NET, WCF, ASP.NET, Web Services, C#, Microsoft SQL Server, SDLC, SQL, Agile Methodologies, XML, LINQ, SOA, jQuery, ASP.NET MVC, HTML5, CSS, SSIS, AJAX Toolkit
Education
Jawaharlal Nehru Technological University 2000 — 2004
B-Tech, Computer Science
St Anns 1998 — 2000
High School, 10+2
Atomic Energy Central School 1990 — 1998
Dave Prasad's TD Ameritrade Institutional Experience October 2014 - Present
Job Institutional Technology at TD Ameritrade Institutional
Industry Investment Management
Experience
TD Ameritrade Institutional October 2014 - Present
Microsoft September 2013 - July 2014
Setty & Associates, Ltd. December 2003 - December 2007
Skills
Marketing, Proposal Writing, Web Design, Photoshop, Adobe Creative Suite, PowerPoint, Microsoft Office, Marketing Communications
Education
Goldey-Beacom College
TD Ameritrade Institutional October 2014 - Present
Microsoft September 2013 - July 2014
Setty & Associates, Ltd. December 2003 - December 2007
Skills
Marketing, Proposal Writing, Web Design, Photoshop, Adobe Creative Suite, PowerPoint, Microsoft Office, Marketing Communications
Education
Goldey-Beacom College
Steven Swansig's TD Ameritrade Institutional Experience May 2007 - February 2009
Job Vice President, Financial Sales, Business Development/Relationship Management Professional
Industry Financial Services
Experience
RIA IN A BOX January 2011 - Present
TD Ameritrade institutional May 2007 - February 2009
Dreyfus Service Corporation May 1999 - May 2007
Skills
New Business Development, CRM, Mutual Funds, Business Development, Management, Series 63, Investments, Series 7, Sales, Risk Management, Insurance, Sales Operations, Finance, Mergers & Acquisitions
Education
Hofstra University 1994 — 1996
B.A., Communications
RIA IN A BOX January 2011 - Present
TD Ameritrade institutional May 2007 - February 2009
Dreyfus Service Corporation May 1999 - May 2007
Skills
New Business Development, CRM, Mutual Funds, Business Development, Management, Series 63, Investments, Series 7, Sales, Risk Management, Insurance, Sales Operations, Finance, Mergers & Acquisitions
Education
Hofstra University 1994 — 1996
B.A., Communications
Nat Ramberan's TD Ameritrade Institutional Experience 2006 - 2007
Job Financial Services Professional
Industry Financial Services
Experience
TD Ameritrade Institutional 2006 - 2007
Education
DePaul University 1990 — 1994
TD Ameritrade Institutional 2006 - 2007
Education
DePaul University 1990 — 1994
Chris Engelbert's TD Ameritrade Institutional Experience September 2006 - Present
Job Working with Financial Advisors to achieve their goals
Industry Financial Services
Experience
TD Ameritrade Institutional September 2006 - Present
TD Ameritrade April 2006 - September 2006
Ameritrade Advisor Services February 2004 - April 2006
Ameritrade June 2003 - February 2004
Skills
FINRA, Securities, Mergers & Acquisitions, Financial Services, Retirement Planning, Product Management, Mutual Funds, Asset Allocation, Sales, Series 7, Wealth Management, Sales Management, Portfolio Management, Management, Investment Advisory, Risk Management, Series 63, Retail, Relationship Management, Series 24, Investments, Retirement, Strategic Financial..., 401k, Financial Advisory, Alternative Investments, Uniform Combined State..., Brokerage, ETFs
Education
Bellevue University 2006 — 2007
Business Information Systems
TD Ameritrade Institutional September 2006 - Present
TD Ameritrade April 2006 - September 2006
Ameritrade Advisor Services February 2004 - April 2006
Ameritrade June 2003 - February 2004
Skills
FINRA, Securities, Mergers & Acquisitions, Financial Services, Retirement Planning, Product Management, Mutual Funds, Asset Allocation, Sales, Series 7, Wealth Management, Sales Management, Portfolio Management, Management, Investment Advisory, Risk Management, Series 63, Retail, Relationship Management, Series 24, Investments, Retirement, Strategic Financial..., 401k, Financial Advisory, Alternative Investments, Uniform Combined State..., Brokerage, ETFs
Education
Bellevue University 2006 — 2007
Business Information Systems
Daniel Broquadio's TD Ameritrade Institutional Experience November 2014 - Present
Job Senior Sales Specialist TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional November 2014 - Present
Prudential Financial December 2010 - Present
Edward Jones July 2010 - November 2010
Fiserv 2008 - July 2010
Moody's Analytics September 2005 - March 2008
Moody's Analytics January 2002 - September 2005
BUYandHOLD November 1999 - January 2002
Olsten Staffing November 1998 - November 1999
Skills
Customer Service, Sales Management, Management, Sales, Equities, Marketing, Product Development, Research, Salesforce.com, Marketing Communications, Finance, Financial Services, Analysis, Strategy
Education
Borough of Manhattan Community College
Greico Financial InstituteNew
TD Ameritrade Institutional November 2014 - Present
Prudential Financial December 2010 - Present
Edward Jones July 2010 - November 2010
Fiserv 2008 - July 2010
Moody's Analytics September 2005 - March 2008
Moody's Analytics January 2002 - September 2005
BUYandHOLD November 1999 - January 2002
Olsten Staffing November 1998 - November 1999
Skills
Customer Service, Sales Management, Management, Sales, Equities, Marketing, Product Development, Research, Salesforce.com, Marketing Communications, Finance, Financial Services, Analysis, Strategy
Education
Borough of Manhattan Community College
Greico Financial InstituteNew
Jay Russo, JD's TD Ameritrade Institutional Experience August 2000 - February 2015
Job Executive Vice President Institutional Sales
Industry Financial Services
Experience
Wellesley Investment Advisors, Inc. March 2015 - Present
TD Ameritrade Institutional August 2000 - February 2015
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Wealth Management, Investments, Alternative Investments, Retirement Planning, Portfolio Management, Asset Management, ETFs, Financial Services, Marketing, Securities, Equities, Investment Strategies, Investment Advisory, Asset Managment, Series 66
Education
Massachusetts School of Law 2006 — 2010
Doctor of Law (J.D.)
Babson College 1992 — 1996
BS
Mt. Hermon
St. John's Prep
Wellesley Investment Advisors, Inc. March 2015 - Present
TD Ameritrade Institutional August 2000 - February 2015
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Wealth Management, Investments, Alternative Investments, Retirement Planning, Portfolio Management, Asset Management, ETFs, Financial Services, Marketing, Securities, Equities, Investment Strategies, Investment Advisory, Asset Managment, Series 66
Education
Massachusetts School of Law 2006 — 2010
Doctor of Law (J.D.)
Babson College 1992 — 1996
BS
Mt. Hermon
St. John's Prep
Brian D. Matlock's TD Ameritrade Institutional Experience August 2013 - Present
Job Relationship Manager at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional August 2013 - Present
LPL Financial October 2011 - April 2013
H.D. Vest Financial Services November 2010 - April 2011
Range Online Media an iProspect Co. May 2010 - August 2010
Fidelity Investments May 2005 - December 2009
Fidelity Investments August 1991 - April 2005
Skills
Personal Financial..., Investment Advisory, Tactical Asset..., Retirement Planning, Saving for Education, Tax Management, Gifting Strategies, Risk Management, Series 66, Series 7, Uniform Combined State..., Wealth Management, Mutual Funds, Strategic Financial..., Financial Services
Education
Texas A&M University - Mays Business School 1986 — 1991
BBA, Finance
LHHS 1983 — 1986
Dallas Theological Seminary
TD Ameritrade Institutional August 2013 - Present
LPL Financial October 2011 - April 2013
H.D. Vest Financial Services November 2010 - April 2011
Range Online Media an iProspect Co. May 2010 - August 2010
Fidelity Investments May 2005 - December 2009
Fidelity Investments August 1991 - April 2005
Skills
Personal Financial..., Investment Advisory, Tactical Asset..., Retirement Planning, Saving for Education, Tax Management, Gifting Strategies, Risk Management, Series 66, Series 7, Uniform Combined State..., Wealth Management, Mutual Funds, Strategic Financial..., Financial Services
Education
Texas A&M University - Mays Business School 1986 — 1991
BBA, Finance
LHHS 1983 — 1986
Dallas Theological Seminary
Tom Schlumpf's TD Ameritrade Institutional Experience July 2008 - October 2009
Job Experienced and Skilled at Sales & Client Service
Industry Financial Services
Experience
TD Ameritrade Institutional July 2008 - October 2009
Fiserv Investment Support Services - Fortune 500 2005 - 2008
Charles Schwab 1999 - 2005
TeleTech 1996 - 1999
CitiMortgage 1986 - 1988
NVR, Inc. 1984 - 1986
MGIC 1982 - 1984
Skills
Series 7, Financial Services, Insurance, Trading, Portfolio Management, Securities, Vendor Management, Mutual Funds, IRAs, Series 63, Mortgage Lending, Financial Advisory, Fixed Income, Financial Analysis, Investments
Education
Colorado State University 1972 — 1977
Marketing & Finance
TD Ameritrade Institutional July 2008 - October 2009
Fiserv Investment Support Services - Fortune 500 2005 - 2008
Charles Schwab 1999 - 2005
TeleTech 1996 - 1999
CitiMortgage 1986 - 1988
NVR, Inc. 1984 - 1986
MGIC 1982 - 1984
Skills
Series 7, Financial Services, Insurance, Trading, Portfolio Management, Securities, Vendor Management, Mutual Funds, IRAs, Series 63, Mortgage Lending, Financial Advisory, Fixed Income, Financial Analysis, Investments
Education
Colorado State University 1972 — 1977
Marketing & Finance
Michael Colon's TD Ameritrade Institutional Experience February 2011 - Present
Job Program manager, Sales and acquisition marketing at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade Institutional February 2011 - Present
UBS Wealth Management June 2004 - February 2011
UBS June 2004 - June 2006
UBS 2000 - June 2004
Skills
Marketing, Strategic Financial..., Financial Services, Wealth Management, Relationship Management, Marketing Strategy, Analytics, Digital Marketing, Marketing Communications, Product Management, Retirement Planning, Retirement, Sales
Education
Liberty University 1995 — 1999
BS, Communications
TD Ameritrade Institutional February 2011 - Present
UBS Wealth Management June 2004 - February 2011
UBS June 2004 - June 2006
UBS 2000 - June 2004
Skills
Marketing, Strategic Financial..., Financial Services, Wealth Management, Relationship Management, Marketing Strategy, Analytics, Digital Marketing, Marketing Communications, Product Management, Retirement Planning, Retirement, Sales
Education
Liberty University 1995 — 1999
BS, Communications
Zak Khalique's TD Ameritrade Institutional Experience July 2012 - January 2014
Job CoFounder & COO @ http://qbix.com
Industry Computer Software
Experience
Qbix Inc. March 2011 - Present
TD Ameritrade Institutional July 2012 - January 2014
Lucky Apps August 2008 - 2010
The Big Brain, LLC November 2007 - January 2009
Skills
Web Development, HTML, Social Media Marketing, CSS, PHP, LAMP, JavaScript, JavaScriptMVC, CSS3, jQuery, MySQL, Dojo, Web 2.0, Mobile Applications, Web Applications, User Experience, XML, AJAX, JSON, OOP, Start-ups, Databases, Amazon Web Services...
Education
Boston University School of Medicine 2005 — 2007
MA, Medical Sciences
Georgetown University 2003 — 2005
MS, Biochemistry & Molecular Biology
Boston University 1997 — 2001
BS, Biochemstry & Molecular Biology
Qbix Inc. March 2011 - Present
TD Ameritrade Institutional July 2012 - January 2014
Lucky Apps August 2008 - 2010
The Big Brain, LLC November 2007 - January 2009
Skills
Web Development, HTML, Social Media Marketing, CSS, PHP, LAMP, JavaScript, JavaScriptMVC, CSS3, jQuery, MySQL, Dojo, Web 2.0, Mobile Applications, Web Applications, User Experience, XML, AJAX, JSON, OOP, Start-ups, Databases, Amazon Web Services...
Education
Boston University School of Medicine 2005 — 2007
MA, Medical Sciences
Georgetown University 2003 — 2005
MS, Biochemistry & Molecular Biology
Boston University 1997 — 2001
BS, Biochemstry & Molecular Biology
Chad Churchwell's TD Ameritrade Institutional Experience January 2011 - October 2014
Job Analytical, ResultsDriven Customer Service Relationship Manager
Industry Financial Services
Experience
TD Ameritrade Institutional January 2011 - October 2014
TD Ameritrade Institutional August 2008 - January 2011
Overland High School Football 2011 - 2011
Fiserv ISS April 2006 - August 2008
Aim Investments May 2003 - April 2006
INVESCO January 2003 - May 2003
Invesco US November 2000 - January 2003
Invesco US June 2000 - November 2000
Skills
Financial Services, Portfolio Management, Series 63, Asset Managment, Series 7, Investments, 401k, Mutual Funds, Relationship Management, Retirement Planning, Asset Management, Risk Management, Separately Managed..., Securities, Salesforce.com, Customer Satisfaction, Long-term Customer..., CRM, Finance
Education
University of Northern Colorado 1998 — 2000
Bachelor, Finance
Colorado State University 1995 — 1998
General Studies
TD Ameritrade Institutional January 2011 - October 2014
TD Ameritrade Institutional August 2008 - January 2011
Overland High School Football 2011 - 2011
Fiserv ISS April 2006 - August 2008
Aim Investments May 2003 - April 2006
INVESCO January 2003 - May 2003
Invesco US November 2000 - January 2003
Invesco US June 2000 - November 2000
Skills
Financial Services, Portfolio Management, Series 63, Asset Managment, Series 7, Investments, 401k, Mutual Funds, Relationship Management, Retirement Planning, Asset Management, Risk Management, Separately Managed..., Securities, Salesforce.com, Customer Satisfaction, Long-term Customer..., CRM, Finance
Education
University of Northern Colorado 1998 — 2000
Bachelor, Finance
Colorado State University 1995 — 1998
General Studies
Joseph Borriello's TD Ameritrade Institutional Experience October 2012 - Present
Job Expert at educating and delivering Financial Advisors through growth and business challenges.
Industry Financial Services
Experience
TD Ameritrade Institutional October 2012 - Present
TD Ameritrade Institutional May 2011 - October 2012
Genworth Financial Advisors Corp. February 2010 - January 2011
American Portfolios August 2005 - January 2010
Landor Captial 2005 - 2005
Skills
Business Development, Marketing, Mutual Funds, Series 7, Wealth Management, Securities, Series 24, Retirement, Retirement Planning, Asset Managment, Series 63, Investment Advisory
Education
State University of New York at Old Westbury 1990 — 1993
BS, Finance
Nassau Community College 1987 — 1990
AS, Business Administration
TD Ameritrade Institutional October 2012 - Present
TD Ameritrade Institutional May 2011 - October 2012
Genworth Financial Advisors Corp. February 2010 - January 2011
American Portfolios August 2005 - January 2010
Landor Captial 2005 - 2005
Skills
Business Development, Marketing, Mutual Funds, Series 7, Wealth Management, Securities, Series 24, Retirement, Retirement Planning, Asset Managment, Series 63, Investment Advisory
Education
State University of New York at Old Westbury 1990 — 1993
BS, Finance
Nassau Community College 1987 — 1990
AS, Business Administration
Scott Witowski's TD Ameritrade Institutional Experience December 2013 - Present
Job Senior Relationship Manager at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional December 2013 - Present
TD Ameritrade Institutional May 2011 - November 2013
Subway July 2004 - July 2009
Blue Water Capital Management LLC April 2007 - April 2009
US Bank September 1999 - June 2004
Skills
Portfolio Management, Wealth Management, Securities, Equities, Asset Allocation, Investments, Insurance, Investment Advisory, Banking, Retirement Planning, Relationship Management, Wealth, Financial Services, CRM, Mutual Funds, Strategic Financial..., Asset Management, Retirement, Series 7, Fixed Income, Selling, Management
Education
Miami University 1990 — 1995
BA, Economics
TD Ameritrade Institutional December 2013 - Present
TD Ameritrade Institutional May 2011 - November 2013
Subway July 2004 - July 2009
Blue Water Capital Management LLC April 2007 - April 2009
US Bank September 1999 - June 2004
Skills
Portfolio Management, Wealth Management, Securities, Equities, Asset Allocation, Investments, Insurance, Investment Advisory, Banking, Retirement Planning, Relationship Management, Wealth, Financial Services, CRM, Mutual Funds, Strategic Financial..., Asset Management, Retirement, Series 7, Fixed Income, Selling, Management
Education
Miami University 1990 — 1995
BA, Economics
Sarah Hahs's TD Ameritrade Institutional Experience October 2013 - Present
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
Justin Di Filippo's TD Ameritrade Institutional Experience October 2011 - Present
Job Senior Product Manager at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional October 2011 - Present
TD Ameritrade January 2009 - October 2011
Strikepoint Trading October 2004 - December 2008
Skills
Portfolio Management, Wealth Management, Investments, Asset Allocation, Investment Operations, Software Product..., Financial Services, Series 63, Series 7, Strategy, Electronic Trading, Financial Advisory, Financial Markets, Financial Planning, Investment Advisory, Investment Management, Investment Strategies, Management, Trading Systems
Education
Lehigh University - College of Business and Economics
BS Business & Economics, Business Finance
TD Ameritrade Institutional October 2011 - Present
TD Ameritrade January 2009 - October 2011
Strikepoint Trading October 2004 - December 2008
Skills
Portfolio Management, Wealth Management, Investments, Asset Allocation, Investment Operations, Software Product..., Financial Services, Series 63, Series 7, Strategy, Electronic Trading, Financial Advisory, Financial Markets, Financial Planning, Investment Advisory, Investment Management, Investment Strategies, Management, Trading Systems
Education
Lehigh University - College of Business and Economics
BS Business & Economics, Business Finance
Luke Grymek's TD Ameritrade Institutional Experience March 2010 - September 2010
Job Marketing Analyst at Harvard Business Publishing
Industry Financial Services
Experience
Harvard Business Publishing February 2014 - Present
Banco Santander October 2013 - February 2014
Tufts University January 2012 - August 2013
Harpoon Brewery September 2010 - February 2013
TD Ameritrade Institutional March 2010 - September 2010
JP Morgan July 2008 - March 2010
Skills
Data Analysis, Microsoft Excel, Analysis, Financial Analysis, Quantitative Analytics, Matlab, VBA, C++, Python, Statistics, Modern Portfolio Theory, SQL, Tableau
Education
Tufts University
Master of Science (M.S.), Electrical engineering
Columbia University in the City of New York
Bachelor of Science (B.S.), Electrical Engineering
Harvard Business Publishing February 2014 - Present
Banco Santander October 2013 - February 2014
Tufts University January 2012 - August 2013
Harpoon Brewery September 2010 - February 2013
TD Ameritrade Institutional March 2010 - September 2010
JP Morgan July 2008 - March 2010
Skills
Data Analysis, Microsoft Excel, Analysis, Financial Analysis, Quantitative Analytics, Matlab, VBA, C++, Python, Statistics, Modern Portfolio Theory, SQL, Tableau
Education
Tufts University
Master of Science (M.S.), Electrical engineering
Columbia University in the City of New York
Bachelor of Science (B.S.), Electrical Engineering
Jlynn Wilkinson's TD Ameritrade Institutional Experience March 2013 - Present
Job Senior Relationship Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade Institutional March 2013 - Present
TD Ameritrade Institutional September 2012 - Present
TD Ameritrade Institutional November 2010 - September 2012
TD Ameritrade Institutional September 2006 - November 2010
TD Ameritrade Institutional August 1999 - September 2006
Nebraska Iowa Computer Supplies May 1998 - August 1999
Kutak Rock August 1997 - May 1998
Skills
Coaching, Relationship Management, Customer Service, Microsoft Excel, Training, Call Center, Microsoft Office, Leadership, Team Building, Series 7, Series 24, Series 66
Education
University of Nebraska at Omaha 1995 — 1997
Bachelor's degree in Psychology, Minor in Sociology
Dana College 1993 — 1995
TD Ameritrade Institutional March 2013 - Present
TD Ameritrade Institutional September 2012 - Present
TD Ameritrade Institutional November 2010 - September 2012
TD Ameritrade Institutional September 2006 - November 2010
TD Ameritrade Institutional August 1999 - September 2006
Nebraska Iowa Computer Supplies May 1998 - August 1999
Kutak Rock August 1997 - May 1998
Skills
Coaching, Relationship Management, Customer Service, Microsoft Excel, Training, Call Center, Microsoft Office, Leadership, Team Building, Series 7, Series 24, Series 66
Education
University of Nebraska at Omaha 1995 — 1997
Bachelor's degree in Psychology, Minor in Sociology
Dana College 1993 — 1995
Jason Hardy's TD Ameritrade Institutional Experience April 2012 - April 2013
Job Salesforce.com Developer/Administrator at AMN Healthcare
Industry Information Technology and Services
Experience
AMN Healthcare January 2014 - Present
Hardy Computer Solutions September 1998 - Present
Mitchell International July 2013 - January 2014
TD Ameritrade Institutional April 2012 - April 2013
LPL Financial April 2010 - April 2012
Mission Federal Credit Union July 2007 - October 2009
Cisco-Linksys, LLC January 2001 - July 2007
Saddleback Valley Unified School District September 1996 - June 2000
Skills
Salesforce.com..., Salesforce.com..., Project Management, Salesforce Training, Apex Data Loader, Troubleshooting, Apex Programming, Visualforce Pages, CRM, Business Intelligence, Data Analysis, Business Analysis, Report Building, Technical Writing, Vendor Management, Email Marketing, RightNow, Call Center, Knowledge Management, Knowledge Base, Windows Server, Microsoft Office, Visio, PHP, SQL, Linux, HTML, MySQL, Drupal, Salesforce.com, Call Centers, Technical Support, Networking, System Administration, Analytics, Program Management, Testing, JavaScript, E-commerce, Management
Education
Fort Hays State University 2013 — 2016
Bachelor of Business Administration (BBA), Management Information Systems and Services
Palomar College 2009 — 2010
Information Management
Orange Coast College 2005 — 2007
General Education
AMN Healthcare January 2014 - Present
Hardy Computer Solutions September 1998 - Present
Mitchell International July 2013 - January 2014
TD Ameritrade Institutional April 2012 - April 2013
LPL Financial April 2010 - April 2012
Mission Federal Credit Union July 2007 - October 2009
Cisco-Linksys, LLC January 2001 - July 2007
Saddleback Valley Unified School District September 1996 - June 2000
Skills
Salesforce.com..., Salesforce.com..., Project Management, Salesforce Training, Apex Data Loader, Troubleshooting, Apex Programming, Visualforce Pages, CRM, Business Intelligence, Data Analysis, Business Analysis, Report Building, Technical Writing, Vendor Management, Email Marketing, RightNow, Call Center, Knowledge Management, Knowledge Base, Windows Server, Microsoft Office, Visio, PHP, SQL, Linux, HTML, MySQL, Drupal, Salesforce.com, Call Centers, Technical Support, Networking, System Administration, Analytics, Program Management, Testing, JavaScript, E-commerce, Management
Education
Fort Hays State University 2013 — 2016
Bachelor of Business Administration (BBA), Management Information Systems and Services
Palomar College 2009 — 2010
Information Management
Orange Coast College 2005 — 2007
General Education
Justine McCartin's TD Ameritrade Institutional Experience January 2013 - November 2014
Job Looking for employment in Risk Management; FINRA Series 7, 24, 63 & 66, MBA candidate
Industry Financial Services
Experience
TD Ameritrade Institutional January 2013 - November 2014
TD Ameritrade Institutional September 2010 - January 2013
Fidelity Investments November 2006 - June 2010
Fidelity Investments August 2006 - November 2006
Fidelity Investments October 2004 - August 2006
Sovereign Bank of New England June 2002 - March 2004
Skills
Series 24, Series 7, Series 6, Series 66, Series 63, Risk Management, Financial Risk, Operational Risk, Risk Assessment, Operational Risk..., Fraud, Fraud Detection, Standards Compliance, Fraud Prevention, Trade Compliance, Legal Compliance, Regulatory Compliance, Portfolio Management, Relationship Management, Team Management, Sales Management, Direct Sales, Retail Sales, Institutional Sales, Finance, Financial Planning, Investments, Mutual Funds, Stocks, Employee Stock Options, Trading, Options, Variable Annuities, Fixed Annuities, Variable Life, Life Insurance, Term Life Insurance, Whole Life, Fund Reporting, Financial Statements, Financial Analysis, Business Analysis, Banking, Retail Banking, Residential Mortgages, Home Equity Loans, Car Loans, Salesforce.com, Microsoft Office
Education
Daniel Webster College
Master of Business Administration (M.B.A.), 3.86
University of Massachusetts Lowell
Bachelor’s Degree, Liberal Arts, 3.40
Middlesex Community College
Associate’s Degree, Liberal Arts and Sciences, 3.11
Lowell Academy Hairstyling Institute
Cosmetology
Lowell High School 1986 — 1986
High School
Dracut High School 1982 — 1986
High School
TD Ameritrade Institutional January 2013 - November 2014
TD Ameritrade Institutional September 2010 - January 2013
Fidelity Investments November 2006 - June 2010
Fidelity Investments August 2006 - November 2006
Fidelity Investments October 2004 - August 2006
Sovereign Bank of New England June 2002 - March 2004
Skills
Series 24, Series 7, Series 6, Series 66, Series 63, Risk Management, Financial Risk, Operational Risk, Risk Assessment, Operational Risk..., Fraud, Fraud Detection, Standards Compliance, Fraud Prevention, Trade Compliance, Legal Compliance, Regulatory Compliance, Portfolio Management, Relationship Management, Team Management, Sales Management, Direct Sales, Retail Sales, Institutional Sales, Finance, Financial Planning, Investments, Mutual Funds, Stocks, Employee Stock Options, Trading, Options, Variable Annuities, Fixed Annuities, Variable Life, Life Insurance, Term Life Insurance, Whole Life, Fund Reporting, Financial Statements, Financial Analysis, Business Analysis, Banking, Retail Banking, Residential Mortgages, Home Equity Loans, Car Loans, Salesforce.com, Microsoft Office
Education
Daniel Webster College
Master of Business Administration (M.B.A.), 3.86
University of Massachusetts Lowell
Bachelor’s Degree, Liberal Arts, 3.40
Middlesex Community College
Associate’s Degree, Liberal Arts and Sciences, 3.11
Lowell Academy Hairstyling Institute
Cosmetology
Lowell High School 1986 — 1986
High School
Dracut High School 1982 — 1986
High School
Matt Jorgensen, CFP®'s TD Ameritrade Institutional Experience 2005 - 2007
Job Product Manager Financial Planning at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2013 - Present
Ameriprise Financial December 2011 - May 2013
Wells Fargo Investments November 2007 - August 2010
TD Ameritrade Institutional 2005 - 2007
Education
Concordia College
Minnesota State University, Mankato
Ameriprise Financial Services, Inc. May 2013 - Present
Ameriprise Financial December 2011 - May 2013
Wells Fargo Investments November 2007 - August 2010
TD Ameritrade Institutional 2005 - 2007
Education
Concordia College
Minnesota State University, Mankato
Greg Newlin's TD Ameritrade Institutional Experience September 2014 - 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
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's TD Ameritrade Institutional Experience March 2014 - 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
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
Kevin Kiefer's TD Ameritrade Institutional Experience 2012 - Present
Job Transition Consultant at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional 2012 - Present
New York Life Insurance Company 2006 - 2011
Ameriprise Financial 2005 - 2006
Education
Montclair State University 2008 — 2010
MBA, Finance
Stockton University 2001 — 2005
BS, Finance
TD Ameritrade Institutional 2012 - Present
New York Life Insurance Company 2006 - 2011
Ameriprise Financial 2005 - 2006
Education
Montclair State University 2008 — 2010
MBA, Finance
Stockton University 2001 — 2005
BS, Finance
Karen Parks's TD Ameritrade Institutional Experience 2012 - Present
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
Lauren Forlenza's TD Ameritrade Institutional Experience June 2013 - Present
Job Advisor Client Experience Professional, TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional June 2013 - Present
Merrill Lynch May 2012 - February 2013
Merrill Lynch November 2010 - May 2012
Merrill Lynch March 2009 - June 2010
Skills
Marketing, New Business Development, Business Strategy, Market Research, Strategic Planning, Lead Generation, Market Analysis
Education
Boston College 1983 — 1987
Bachelor's, Marketing
TD Ameritrade Institutional June 2013 - Present
Merrill Lynch May 2012 - February 2013
Merrill Lynch November 2010 - May 2012
Merrill Lynch March 2009 - June 2010
Skills
Marketing, New Business Development, Business Strategy, Market Research, Strategic Planning, Lead Generation, Market Analysis
Education
Boston College 1983 — 1987
Bachelor's, Marketing
Sean Wetherbee's TD Ameritrade Institutional Experience February 2014 - Present
Job Sr. Product Manager at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional February 2014 - Present
TD Ameritrade Institutional February 2013 - February 2014
TD Ameritrade Institutional August 2011 - February 2013
TD Ameritrade Institutional June 2010 - August 2011
Skills
Series 7, Series 66, Financial Modeling, Financial Analysis, Market Research, Business Strategy, SQL, Microsoft Office, Executive Reporting, Financial Services
Education
Boston University - School of Management 2006 — 2010
Business Administration, Finance, Law
TD Ameritrade Institutional February 2014 - Present
TD Ameritrade Institutional February 2013 - February 2014
TD Ameritrade Institutional August 2011 - February 2013
TD Ameritrade Institutional June 2010 - August 2011
Skills
Series 7, Series 66, Financial Modeling, Financial Analysis, Market Research, Business Strategy, SQL, Microsoft Office, Executive Reporting, Financial Services
Education
Boston University - School of Management 2006 — 2010
Business Administration, Finance, Law
Kyle Clemens's TD Ameritrade Institutional Experience August 2008 - Present
Job Relationship Manager at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional August 2008 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
LeTourneau University 1996 — 1998
BS Business Management
TD Ameritrade Institutional August 2008 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
LeTourneau University 1996 — 1998
BS Business Management
Andrew Gerber's TD Ameritrade Institutional Experience July 2011 - Present
Job Sales professional working with Registered Investment Advisors to build better businesses
Industry Financial Services
Experience
TD Ameritrade Institutional July 2011 - Present
Skills
Series 7, Series 66, Investment Advisory, Wealth Management, Relationship Management, Uniform Combined State..., Strategic Financial..., Securities, Financial Services, Series 63, Business Development, Investments, Asset Management
Education
Creighton University 2003 — 2007
BSBA, Finance
Creighton Prep 1999 — 2003
TD Ameritrade Institutional July 2011 - Present
Skills
Series 7, Series 66, Investment Advisory, Wealth Management, Relationship Management, Uniform Combined State..., Strategic Financial..., Securities, Financial Services, Series 63, Business Development, Investments, Asset Management
Education
Creighton University 2003 — 2007
BSBA, Finance
Creighton Prep 1999 — 2003
Sam Tomina's TD Ameritrade Institutional Experience August 2011 - Present
Job Corporate Actions Specialist at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional August 2011 - Present
TD Ameritrade Institutional February 2008 - August 2011
Smith Barney August 2007 - February 2008
LPL Finanical November 2000 - February 2007
Skills
Banking, Analysis, Troubleshooting, Accounting, Customer Service, Microsoft Office, Leadership, Editing, Team Leadership, PowerPoint, Research, Microsoft Excel, Outlook, Project Management, Microsoft Word, Inventory Management, Project Planning, Teamwork, Business Analysis, Financial Analysis, Risk Management, Finance, Financial Services, Series 7, Management, Equities, Corporate Actions, Investments, Series 63
Education
National University 1998 — 2000
BD, business administration finance
Grossmont College 1995 — 1999
Associate of Arts and Sciences (AAS), Criminal Justice/Law Enforcement Administration
TD Ameritrade Institutional August 2011 - Present
TD Ameritrade Institutional February 2008 - August 2011
Smith Barney August 2007 - February 2008
LPL Finanical November 2000 - February 2007
Skills
Banking, Analysis, Troubleshooting, Accounting, Customer Service, Microsoft Office, Leadership, Editing, Team Leadership, PowerPoint, Research, Microsoft Excel, Outlook, Project Management, Microsoft Word, Inventory Management, Project Planning, Teamwork, Business Analysis, Financial Analysis, Risk Management, Finance, Financial Services, Series 7, Management, Equities, Corporate Actions, Investments, Series 63
Education
National University 1998 — 2000
BD, business administration finance
Grossmont College 1995 — 1999
Associate of Arts and Sciences (AAS), Criminal Justice/Law Enforcement Administration
Mario Enriquez's TD Ameritrade Institutional Experience May 2000 - August 2012
Job Test Operator III at Lionbridge
Industry Electrical/Electronic Manufacturing
Experience
Lionbridge July 2014 - Present
TD Ameritrade Institutional May 2000 - August 2012
Citi September 1998 - May 2000
Skills
Microsoft Office, Testing, Electronics, Visio, Troubleshooting, Qualified Retirement..., Leadership Development, Project Management, Team Building, Financial Services
Education
ITT Technical Institute-San Diego 2012 — 2014
Associate of Science (A.S.), Electrical Engineering Technology
Lionbridge July 2014 - Present
TD Ameritrade Institutional May 2000 - August 2012
Citi September 1998 - May 2000
Skills
Microsoft Office, Testing, Electronics, Visio, Troubleshooting, Qualified Retirement..., Leadership Development, Project Management, Team Building, Financial Services
Education
ITT Technical Institute-San Diego 2012 — 2014
Associate of Science (A.S.), Electrical Engineering Technology
Ryan Federico's TD Ameritrade Institutional Experience September 2014 - Present
Job Broker Transition Associate at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional September 2014 - Present
BlackRock July 2012 - September 2014
BlackRock January 2010 - July 2012
AllianceBernstein April 2007 - December 2009
UPS August 2005 - April 2007
Skills
Series 7, Series 63, Series 65, Microsoft Excel, Portfolio Management, ETFs, Mutual Funds, Asset Management, RIA, Accounting, Management
Education
Marywood University 2001 — 2004
Bachelor's degree, Accounting
Western Wayne High School 1996 — 2000
TD Ameritrade Institutional September 2014 - Present
BlackRock July 2012 - September 2014
BlackRock January 2010 - July 2012
AllianceBernstein April 2007 - December 2009
UPS August 2005 - April 2007
Skills
Series 7, Series 63, Series 65, Microsoft Excel, Portfolio Management, ETFs, Mutual Funds, Asset Management, RIA, Accounting, Management
Education
Marywood University 2001 — 2004
Bachelor's degree, Accounting
Western Wayne High School 1996 — 2000
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY