TD Ameritrade Institutional
Industry: Company
DescriptionParent organization: TD WATERHOUSE INVESTOR SERVICES INC Subsidiary: FA Insight, LLC
TD Ameritrade Institutional List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at TD Ameritrade Institutional. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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TD Ameritrade Institutional Employees
Employee
Years
Job
Industry
Matthew Hubbell Matthew Hubbell's TD Ameritrade Institutional Experience April 2011 - February 2013
Job It's a beautiful thing when a career and passion come together.
Industry Program Development
Experience
Client Solution Architects September 2014 - Present
TriRock Series, Honey Stinger, RacePlace.com, Team Challenge May 2014 - Present
The Wheat Group Inc February 2013 - March 2014
TD Ameritrade Institutional April 2011 - February 2013
Vanguard April 2009 - January 2011
Vanguard April 2008 - May 2009
Vanguard November 2007 - April 2008
Croll Corporation June 2005 - July 2007
Skills
Sales, Account Management, Management, Customer Service, Analysis, Inventory Management, Sales Process, Team Leadership, Strategic Planning, Time Management, Retail, Process Improvement, Sales Management, Finance, Business Analytics, Team Management, Team Building, Training, Leadership, Microsoft Excel, Analytics, Mechanical, Individual Development, Innovation, Financial Analysis, Forecasting, Salesforce.com, Financial Reporting, Scheduling
Education
Finra 2008 — 2008
Scottsdale Community College 2005 — 2007
Associate of Arts (A.A.), Business Management
Client Solution Architects September 2014 - Present
TriRock Series, Honey Stinger, RacePlace.com, Team Challenge May 2014 - Present
The Wheat Group Inc February 2013 - March 2014
TD Ameritrade Institutional April 2011 - February 2013
Vanguard April 2009 - January 2011
Vanguard April 2008 - May 2009
Vanguard November 2007 - April 2008
Croll Corporation June 2005 - July 2007
Skills
Sales, Account Management, Management, Customer Service, Analysis, Inventory Management, Sales Process, Team Leadership, Strategic Planning, Time Management, Retail, Process Improvement, Sales Management, Finance, Business Analytics, Team Management, Team Building, Training, Leadership, Microsoft Excel, Analytics, Mechanical, Individual Development, Innovation, Financial Analysis, Forecasting, Salesforce.com, Financial Reporting, Scheduling
Education
Finra 2008 — 2008
Scottsdale Community College 2005 — 2007
Associate of Arts (A.A.), Business Management
Zack Rutland Zack Rutland's TD Ameritrade Institutional Experience December 2014 - Present
Job Institutional Relationship Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade Institutional December 2014 - Present
Duncan-Williams, Inc. March 2013 - September 2014
Skills
Outsourcing Management, Human Capital, Tax Preparation, Business Process..., Workers Compensation, Business Process..., Human Resources, ADP Payroll, Payroll, Business Process..., Time & Attendance, Cold Calling, Territory Planning, Athletes, Professional Networking, Closing Skills, Printers, Workflow Solutions, B2B, Quotas, Sales Presentations, Xerox, Device Management, Print Production, Writing, Public Speaking, Print Management, Durable Medical..., Document Management, Medical Devices, Operating Room, Hospitals, Healthcare, Orthopedics, Selling Skills, Sales Operations, Series 63, Sales
Education
University of Mississippi - School of Business Administration 2007 — 2010
Memphis University School 2002 — 2006
TD Ameritrade Institutional December 2014 - Present
Duncan-Williams, Inc. March 2013 - September 2014
Skills
Outsourcing Management, Human Capital, Tax Preparation, Business Process..., Workers Compensation, Business Process..., Human Resources, ADP Payroll, Payroll, Business Process..., Time & Attendance, Cold Calling, Territory Planning, Athletes, Professional Networking, Closing Skills, Printers, Workflow Solutions, B2B, Quotas, Sales Presentations, Xerox, Device Management, Print Production, Writing, Public Speaking, Print Management, Durable Medical..., Document Management, Medical Devices, Operating Room, Hospitals, Healthcare, Orthopedics, Selling Skills, Sales Operations, Series 63, Sales
Education
University of Mississippi - School of Business Administration 2007 — 2010
Memphis University School 2002 — 2006
Kent Tieber's TD Ameritrade Institutional Experience January 1998 - December 2012
Job Financial Services Professional
Industry Financial Services
Experience
LPL Financial July 2013 - Present
TD Ameritrade Institutional January 1998 - December 2012
Jack White &Co (Merged into TD Waterhouse) January 1996 - January 1998
Moneta Group January 1995 - January 1996
Sentra Securities January 1994 - January 1995
Skills
FINRA, Series 7, Series 63, Series 24, Series 9 and 10, Securities, Lean Management, Six Sigma, Management, Investment Advisory, Mutual Funds, Risk Management, Human Resources, Financial Services, Wealth Management, Portfolio Management, Asset Management, Asset Allocation, Alternative Investments, Investments, Training, Retirement Planning, Options, Equities, Investment Management, Financial Advisory, Retirement, Strategic Financial..., Investment Strategies, 401k, Financial Planning
Education
National University 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
FINRA
Series 7, 9, 10, 24 and 63
San Diego State University
Bachelor of Science, Economics
LPL Financial July 2013 - Present
TD Ameritrade Institutional January 1998 - December 2012
Jack White &Co (Merged into TD Waterhouse) January 1996 - January 1998
Moneta Group January 1995 - January 1996
Sentra Securities January 1994 - January 1995
Skills
FINRA, Series 7, Series 63, Series 24, Series 9 and 10, Securities, Lean Management, Six Sigma, Management, Investment Advisory, Mutual Funds, Risk Management, Human Resources, Financial Services, Wealth Management, Portfolio Management, Asset Management, Asset Allocation, Alternative Investments, Investments, Training, Retirement Planning, Options, Equities, Investment Management, Financial Advisory, Retirement, Strategic Financial..., Investment Strategies, 401k, Financial Planning
Education
National University 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
FINRA
Series 7, 9, 10, 24 and 63
San Diego State University
Bachelor of Science, Economics
Matthew Polera Matthew Polera's TD Ameritrade Institutional Experience November 2013 - Present
Job Senior Account Service Representative at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional November 2013 - Present
TD Ameritrade January 2012 - November 2013
Skills
Banking, Salesforce.com, Microsoft Excel, Customer Service, Analysis, PowerPoint, Microsoft Word, Account Management, Sales, Leadership, Microsoft Office, Outlook, Marketing, Data Analysis, Market Research
Education
San Diego State University-California State University 2007 — 2011
Bachelors, Finance
TD Ameritrade Institutional November 2013 - Present
TD Ameritrade January 2012 - November 2013
Skills
Banking, Salesforce.com, Microsoft Excel, Customer Service, Analysis, PowerPoint, Microsoft Word, Account Management, Sales, Leadership, Microsoft Office, Outlook, Marketing, Data Analysis, Market Research
Education
San Diego State University-California State University 2007 — 2011
Bachelors, Finance
Kameron Burt Kameron Burt's TD Ameritrade Institutional Experience October 2014 - Present
Job Team Manager, Advisor Relations at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional October 2014 - Present
TD Ameritrade Institutional October 2012 - October 2014
TD Ameritrade Institutional September 2011 - September 2012
TD Ameritrade Institutional November 2010 - September 2011
Skills
Series 7, Series 63, Series 24, Compliance Operations, Data Analysis, Salesforce.com, Microsoft Excel, Microsoft Office, Risk Management, Securities, Mutual Funds
Education
San Diego State University-California State University 2006 — 2010
Bachelor of Science (B.S.), Business Administration
TD Ameritrade Institutional October 2014 - Present
TD Ameritrade Institutional October 2012 - October 2014
TD Ameritrade Institutional September 2011 - September 2012
TD Ameritrade Institutional November 2010 - September 2011
Skills
Series 7, Series 63, Series 24, Compliance Operations, Data Analysis, Salesforce.com, Microsoft Excel, Microsoft Office, Risk Management, Securities, Mutual Funds
Education
San Diego State University-California State University 2006 — 2010
Bachelor of Science (B.S.), Business Administration
Chris Londino's TD Ameritrade Institutional Experience January 2015 - Present
Job Senior Relationship Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade Institutional January 2015 - Present
TD Ameritrade Institutional November 2013 - December 2014
TD Ameritrade Institutional October 2012 - November 2013
TD Ameritrade Institutional December 2010 - October 2012
TD Ameritrade Institutional May 2007 - December 2010
Penson Financial Services January 2007 - May 2007
Fidelity Investments April 2005 - October 2006
Chrysler Financial June 2001 - February 2005
Skills
Series 7, Series 63, Series 24, Mutual Funds, Equities, Relationship Management, Trading, Financial Services, Bloomberg Terminal, Risk Management
Education
Oral Roberts University 1995 — 1999
Bachelor of Science (BS), Mass Communication/Media Studies, 3.0
TD Ameritrade Institutional January 2015 - Present
TD Ameritrade Institutional November 2013 - December 2014
TD Ameritrade Institutional October 2012 - November 2013
TD Ameritrade Institutional December 2010 - October 2012
TD Ameritrade Institutional May 2007 - December 2010
Penson Financial Services January 2007 - May 2007
Fidelity Investments April 2005 - October 2006
Chrysler Financial June 2001 - February 2005
Skills
Series 7, Series 63, Series 24, Mutual Funds, Equities, Relationship Management, Trading, Financial Services, Bloomberg Terminal, Risk Management
Education
Oral Roberts University 1995 — 1999
Bachelor of Science (BS), Mass Communication/Media Studies, 3.0
Scott Gawrych Scott Gawrych's TD Ameritrade Institutional Experience March 2013 - Present
Job Institutional Consultant at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional March 2013 - Present
Schroders July 2008 - February 2013
Morgan Stanley Investment Management March 2007 - July 2008
Morgan Stanley Global Wealth Management December 2005 - March 2007
Morgan Stanley Global Wealth Management October 2003 - January 2005
Skills
Separately Managed..., Mutual Funds, Series 63, Alternative Investments, Series 7, ETFs, Asset Allocation, Fixed Income, Asset Managment, Investment Advisory, Equities, Investments, Wealth Management, Securities, Investment Strategies, Uniform Combined State..., Hedge Funds, Portfolio Management, Series 65, Commodity Markets, Emerging Markets, Engaging Public Speaker, Presentations, Asset Management, Sales, Bonds, Financial Services, Financial Advisory
Education
New York University - Leonard N. Stern School of Business 2006 — 2009
MBA, Finance, Corporate Finance
Neumann University 1998 — 2002
BA, Psychology
TD Ameritrade Institutional March 2013 - Present
Schroders July 2008 - February 2013
Morgan Stanley Investment Management March 2007 - July 2008
Morgan Stanley Global Wealth Management December 2005 - March 2007
Morgan Stanley Global Wealth Management October 2003 - January 2005
Skills
Separately Managed..., Mutual Funds, Series 63, Alternative Investments, Series 7, ETFs, Asset Allocation, Fixed Income, Asset Managment, Investment Advisory, Equities, Investments, Wealth Management, Securities, Investment Strategies, Uniform Combined State..., Hedge Funds, Portfolio Management, Series 65, Commodity Markets, Emerging Markets, Engaging Public Speaker, Presentations, Asset Management, Sales, Bonds, Financial Services, Financial Advisory
Education
New York University - Leonard N. Stern School of Business 2006 — 2009
MBA, Finance, Corporate Finance
Neumann University 1998 — 2002
BA, Psychology
Andy Osgood's TD Ameritrade Institutional Experience June 2015 - August 2015
Job Student at San Diego State UniversityCalifornia State University
Industry Financial Services
Experience
TD Ameritrade Institutional June 2015 - August 2015
LPL Financial Vantage Point Wealth Management May 2014 - July 2014
Pebble Beach Company May 2013 - December 2013
Pinehurst Resort February 2012 - August 2012
Skills
Time Management, Teamwork, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Public Speaking, Research, Social Media, Event Management, Event Planning
Education
San Diego State University-California State University 2014 — 2016
Bachelor's Degree, Bachelor of Science: Finance, Minor: Quantitative Economics, GPA: 3.67/4.00
The Chinese University of Hong Kong
Bachelor's degree, Study Abroad
North Carolina State University 2011 — 2014
Bachelor's Degree, Bachelor of Science: Business Administration and Professional Golf Management, GPA: 3.70/4.00
TD Ameritrade Institutional June 2015 - August 2015
LPL Financial Vantage Point Wealth Management May 2014 - July 2014
Pebble Beach Company May 2013 - December 2013
Pinehurst Resort February 2012 - August 2012
Skills
Time Management, Teamwork, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Public Speaking, Research, Social Media, Event Management, Event Planning
Education
San Diego State University-California State University 2014 — 2016
Bachelor's Degree, Bachelor of Science: Finance, Minor: Quantitative Economics, GPA: 3.67/4.00
The Chinese University of Hong Kong
Bachelor's degree, Study Abroad
North Carolina State University 2011 — 2014
Bachelor's Degree, Bachelor of Science: Business Administration and Professional Golf Management, GPA: 3.70/4.00
Naief Al-Chaikh's TD Ameritrade Institutional Experience April 2011 - February 2014
Job Financial Consultant, Comerica Securities, Inc.
Industry Financial Services
Experience
Comerica Securities, Inc. February 2014 - Present
TD Ameritrade Institutional April 2011 - February 2014
Comerica Bank January 2007 - April 2011
Bank of America December 2004 - December 2006
American Heritage Financial Services April 2004 - November 2004
Skills
Banking, Investments, Series 63, Management, Series 7, Relationship Management, Loans, Financial Services, Corporate Finance, Credit, Finance, Retirement, Series 65, Wealth Management, Asset Management
Education
San Diego State University-California State University 2007 — 2010
BS, Finance, Business Management
San Diego Mesa College
AS, Business Administration
Comerica Securities, Inc. February 2014 - Present
TD Ameritrade Institutional April 2011 - February 2014
Comerica Bank January 2007 - April 2011
Bank of America December 2004 - December 2006
American Heritage Financial Services April 2004 - November 2004
Skills
Banking, Investments, Series 63, Management, Series 7, Relationship Management, Loans, Financial Services, Corporate Finance, Credit, Finance, Retirement, Series 65, Wealth Management, Asset Management
Education
San Diego State University-California State University 2007 — 2010
BS, Finance, Business Management
San Diego Mesa College
AS, Business Administration
cheav chau cheav chau's TD Ameritrade Institutional Experience September 2005 - June 2006
Job Corporate Action Analyst at Brandes Investment Partners
Industry Investment Management
Experience
Brandes Investment Partners July 2006 - Present
TD Ameritrade Institutional September 2005 - June 2006
TD Ameritrade June 2005 - September 2005
TD Ameritrade Institutional June 1998 - June 2005
Education
University of California, San Diego 1994 — 1998
Bachelors of Arts, Economics
Brandes Investment Partners July 2006 - Present
TD Ameritrade Institutional September 2005 - June 2006
TD Ameritrade June 2005 - September 2005
TD Ameritrade Institutional June 1998 - June 2005
Education
University of California, San Diego 1994 — 1998
Bachelors of Arts, Economics
Jessica Kuo Jessica Kuo's TD Ameritrade Institutional Experience January 2014 - Present
Job Manager Technology Services at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional January 2014 - Present
TD Ameritrade Institutional June 2011 - December 2013
Da-Yu Loyola Learning Center June 2010 - January 2011
San Diego County Credit Union February 2010 - June 2010
OneWest Bank February 2009 - September 2009
Skills
Sales, Technical Support, CRM, Microsoft Office, Portfolio Management, Investments, Banking, Relationship-building..., Employee Training, Communication, Data Integration, Manage Client..., Strategic Financial..., Financial Planning, Call Centers
Education
University of California, San Diego 2003 — 2008
Bachelor of Arts (B.A.), International Studies
University of California, San Diego 2003 — 2008
Bachelor of Arts (B.A.), Literatures of the World
TD Ameritrade Institutional January 2014 - Present
TD Ameritrade Institutional June 2011 - December 2013
Da-Yu Loyola Learning Center June 2010 - January 2011
San Diego County Credit Union February 2010 - June 2010
OneWest Bank February 2009 - September 2009
Skills
Sales, Technical Support, CRM, Microsoft Office, Portfolio Management, Investments, Banking, Relationship-building..., Employee Training, Communication, Data Integration, Manage Client..., Strategic Financial..., Financial Planning, Call Centers
Education
University of California, San Diego 2003 — 2008
Bachelor of Arts (B.A.), International Studies
University of California, San Diego 2003 — 2008
Bachelor of Arts (B.A.), Literatures of the World
Wassim Abifaker Wassim Abifaker's TD Ameritrade Institutional Experience September 2000 - Present
Job Senior Manager at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional September 2000 - Present
Skills
Hold Series 7, Series 63, Series 24, Financial Services, Lean Operations, Business Acumen, Managing Workflow, Management, Customer Satisfaction, Customer Retention
Education
San Diego State University-California State University 1994 — 1999
Bachelor's Degree, International Business
TD Ameritrade Institutional September 2000 - Present
Skills
Hold Series 7, Series 63, Series 24, Financial Services, Lean Operations, Business Acumen, Managing Workflow, Management, Customer Satisfaction, Customer Retention
Education
San Diego State University-California State University 1994 — 1999
Bachelor's Degree, International Business
David Westerhout David Westerhout's TD Ameritrade Institutional Experience January 2012 - Present
Job Business Consultant helping advisors transition to independence and enhance their business
Industry Financial Services
Experience
TD Ameritrade Institutional January 2012 - Present
TD Ameritrade January 2009 - January 2012
TD Ameritrade May 2006 - December 2008
TD Waterhouse August 2003 - April 2006
TD Waterhouse January 2000 - July 2003
Skills
Mutual Funds, FINRA, Risk Management, Portfolio Management, Equities, Strategic Financial..., Strategy, Trading, Options, Series 63, Series 7, Relationship Management, Investment Advisory, Securities, Series 24, ETFs
Education
San Diego State University-California State University
TD Ameritrade Institutional January 2012 - Present
TD Ameritrade January 2009 - January 2012
TD Ameritrade May 2006 - December 2008
TD Waterhouse August 2003 - April 2006
TD Waterhouse January 2000 - July 2003
Skills
Mutual Funds, FINRA, Risk Management, Portfolio Management, Equities, Strategic Financial..., Strategy, Trading, Options, Series 63, Series 7, Relationship Management, Investment Advisory, Securities, Series 24, ETFs
Education
San Diego State University-California State University
Madelaine Alvarado Madelaine Alvarado's TD Ameritrade Institutional Experience November 2014 - Present
Job Product Risk Oversight Specialist at TD Ameritrade Institutional
Industry Marketing and Advertising
Experience
TD Ameritrade Institutional November 2014 - Present
TD Ameritrade Institutional October 2013 - Present
WDM Group August 2013 - August 2013
Cabrillo Credit Union May 2011 - 2013
San Diego County Credit Union 2007 - 2010
DATA College 1998 - 2005
Skills
Banking, Customer Service, Social Media, Credit, Marketing Communications, Outlook, Advertising, Strategic Planning, Marketing Strategy
Education
National University
Master's degree, Marketing
TD Ameritrade Institutional November 2014 - Present
TD Ameritrade Institutional October 2013 - Present
WDM Group August 2013 - August 2013
Cabrillo Credit Union May 2011 - 2013
San Diego County Credit Union 2007 - 2010
DATA College 1998 - 2005
Skills
Banking, Customer Service, Social Media, Credit, Marketing Communications, Outlook, Advertising, Strategic Planning, Marketing Strategy
Education
National University
Master's degree, Marketing
Annie Dang's TD Ameritrade Institutional Experience June 2014 - August 2014
Job Finance Rotation Associate at UTC Aerospace Systems
Industry
Experience
UTC Aerospace Systems July 2015 - Present
TD Ameritrade Institutional June 2014 - August 2014
Sally Ride Science January 2014 - June 2014
UC San Diego Transportation Services January 2014 - June 2014
Sally Ride EarthKAM June 2013 - December 2013
ISS EarthKAM October 2012 - June 2013
Skills
PowerPoint, Public Speaking, Microsoft Excel, Microsoft Word, Research, Event Planning, Microsoft Office, Mandarin, Outlook, Google Docs, Time Management, Customer Service
Education
University of California, San Diego 2011 — 2015
Bachelor of Arts (B.A.), Economics
UTC Aerospace Systems July 2015 - Present
TD Ameritrade Institutional June 2014 - August 2014
Sally Ride Science January 2014 - June 2014
UC San Diego Transportation Services January 2014 - June 2014
Sally Ride EarthKAM June 2013 - December 2013
ISS EarthKAM October 2012 - June 2013
Skills
PowerPoint, Public Speaking, Microsoft Excel, Microsoft Word, Research, Event Planning, Microsoft Office, Mandarin, Outlook, Google Docs, Time Management, Customer Service
Education
University of California, San Diego 2011 — 2015
Bachelor of Arts (B.A.), Economics
Jessica T. Carmen's TD Ameritrade Institutional Experience February 2014 - June 2014
Job Administrative and Accounting Support Professional
Industry Accounting
Experience
TD Ameritrade Institutional February 2014 - June 2014
Bank of America April 2013 - December 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Cash Management, Deposits, Account Management, Payments, Close Attention to..., Organizational..., Internal Audit, Internal Controls, Management, Financial Analysis, Policy, Number Crunching, Solid computer skills, Problem Solving, Handle Confidential..., Multi Tasking, Negotiable Instruments, Aptitude for Numbers, Data Entry, Documentations, Financial Services, Oracle, Accounting, Banking, Software Documentation, Accounts Payable, Auditing, Financial Accounting, Cash Flow
Education
University of California, Los Angeles
Accounting
University of Virginia
Bachelor of Arts (BA), Russian Studies
TD Ameritrade Institutional February 2014 - June 2014
Bank of America April 2013 - December 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Cash Management, Deposits, Account Management, Payments, Close Attention to..., Organizational..., Internal Audit, Internal Controls, Management, Financial Analysis, Policy, Number Crunching, Solid computer skills, Problem Solving, Handle Confidential..., Multi Tasking, Negotiable Instruments, Aptitude for Numbers, Data Entry, Documentations, Financial Services, Oracle, Accounting, Banking, Software Documentation, Accounts Payable, Auditing, Financial Accounting, Cash Flow
Education
University of California, Los Angeles
Accounting
University of Virginia
Bachelor of Arts (BA), Russian Studies
Paul Marchant Paul Marchant's TD Ameritrade Institutional Experience November 2011 - Present
Job Relationship Manager at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional November 2011 - Present
TD Ameritrade Trust Company November 2009 - November 2011
Skin-it s.c. January 2008 - September 2008
Skills
Series 7, Series 63, Salesforce.com, Customer Service, Portfolio Management, Financial Analysis, Finance, Financial Services, Relationship Management, Investments, Risk Management, Business Development, Sales, Microsoft Office
Education
University of Colorado Boulder 2003 — 2007
Bachelors, Economics
Acalanes High School 1999 — 2003
TD Ameritrade Institutional November 2011 - Present
TD Ameritrade Trust Company November 2009 - November 2011
Skin-it s.c. January 2008 - September 2008
Skills
Series 7, Series 63, Salesforce.com, Customer Service, Portfolio Management, Financial Analysis, Finance, Financial Services, Relationship Management, Investments, Risk Management, Business Development, Sales, Microsoft Office
Education
University of Colorado Boulder 2003 — 2007
Bachelors, Economics
Acalanes High School 1999 — 2003
Dustin O'Reilly Dustin O'Reilly's TD Ameritrade Institutional Experience February 2014 - Present
Job Producer at Hello Documentary Film
Industry Financial Services
Experience
Hello Documentary Film June 2015 - Present
TD Ameritrade Institutional February 2014 - Present
The Mustache Bash November 2010 - March 2015
TD Ameritrade Institutional October 2011 - February 2014
Skills
Financial Services, Retirement Planning, Microsoft Office, Salesforce.com, Investments, Investment Brokerage, Customer Service, Financial Advisory, Management, PowerPoint, Sales, Financial Markets, Social Media, Microsoft Excel, Insurance, Finance
Education
San Diego State University-California State University 2006 — 2011
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Hello Documentary Film June 2015 - Present
TD Ameritrade Institutional February 2014 - Present
The Mustache Bash November 2010 - March 2015
TD Ameritrade Institutional October 2011 - February 2014
Skills
Financial Services, Retirement Planning, Microsoft Office, Salesforce.com, Investments, Investment Brokerage, Customer Service, Financial Advisory, Management, PowerPoint, Sales, Financial Markets, Social Media, Microsoft Excel, Insurance, Finance
Education
San Diego State University-California State University 2006 — 2011
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Stella Gulino D'Orio Stella Gulino D'Orio's TD Ameritrade Institutional Experience March 2012 - January 2013
Job McKinsey Learning at McKinsey & Company
Industry Education Management
Experience
McKinsey & Company 2015 - Present
Societe Generale 2013 - 2015
TD Ameritrade Institutional March 2012 - January 2013
Morgan Stanley May 2000 - December 2011
McKinsey & Company 1996 - 2000
John Wiley and Sons 1995 - 1996
Gemini Consulting 1994 - 1995
Xerox Corporation 1983 - 1994
Skills
Leadership Development, Instructional Design, Curriculum Development, Technical Training, Microsoft Office, Program Management, Project Management, Program Facilitation, Corporate Events..., Management Assessment, Staff Development, Event Planning, Training, Management, Employee Engagement, Employee Training, E-Learning, Team Building, Coaching, Recruiting, PowerPoint, Leadership, Organizational..., Talent Management
Education
New York University
M.A., Business Education
Saint John's University
B.S., Marketing
McKinsey & Company 2015 - Present
Societe Generale 2013 - 2015
TD Ameritrade Institutional March 2012 - January 2013
Morgan Stanley May 2000 - December 2011
McKinsey & Company 1996 - 2000
John Wiley and Sons 1995 - 1996
Gemini Consulting 1994 - 1995
Xerox Corporation 1983 - 1994
Skills
Leadership Development, Instructional Design, Curriculum Development, Technical Training, Microsoft Office, Program Management, Project Management, Program Facilitation, Corporate Events..., Management Assessment, Staff Development, Event Planning, Training, Management, Employee Engagement, Employee Training, E-Learning, Team Building, Coaching, Recruiting, PowerPoint, Leadership, Organizational..., Talent Management
Education
New York University
M.A., Business Education
Saint John's University
B.S., Marketing
Jonathan Nechodom Jonathan Nechodom's TD Ameritrade Institutional Experience 2011 - October 2014
Job Client Support Specialist at Stronghold Financial
Industry Accounting
Experience
CUSO Financial Services, LP 2015 - Present
Stronghold Financial October 2014 - September 2015
TD Ameritrade Institutional 2011 - October 2014
Skills
Finance, Alternative Investments, Microsoft Excel, Accounting, Financial Reporting, General Ledger, Microsoft Office, Microsoft Word, Hedge Funds, Financial Advisory, Institutional..., PowerPoint, Investments, REIT, Financial Services, Journal Entries, Account Reconciliation
Education
San Diego State University-California State University 2009 — 2011
Bachelor's, Finance
CUSO Financial Services, LP 2015 - Present
Stronghold Financial October 2014 - September 2015
TD Ameritrade Institutional 2011 - October 2014
Skills
Finance, Alternative Investments, Microsoft Excel, Accounting, Financial Reporting, General Ledger, Microsoft Office, Microsoft Word, Hedge Funds, Financial Advisory, Institutional..., PowerPoint, Investments, REIT, Financial Services, Journal Entries, Account Reconciliation
Education
San Diego State University-California State University 2009 — 2011
Bachelor's, Finance
Eddie Ybarra's TD Ameritrade Institutional Experience March 2012 - Present
Job Institutional Trade Desk Manager, thinkpipes
Industry Financial Services
Experience
TD Ameritrade Institutional March 2012 - Present
TD Ameritrade 2009 - 2012
TD Ameritrade 2008 - 2009
TD Ameritrade 2007 - 2008
U.S. Small Business Administration 2005 - 2006
Skills
Outlook, Sales, Salesforce.com, Trading Systems, Research, Leadership, Training, Process Improvement, Windows, Interviews, Business Development
Education
Texas Tech University 2000 — 2005
Bachelor's degree, Finance, General
TD Ameritrade Institutional March 2012 - Present
TD Ameritrade 2009 - 2012
TD Ameritrade 2008 - 2009
TD Ameritrade 2007 - 2008
U.S. Small Business Administration 2005 - 2006
Skills
Outlook, Sales, Salesforce.com, Trading Systems, Research, Leadership, Training, Process Improvement, Windows, Interviews, Business Development
Education
Texas Tech University 2000 — 2005
Bachelor's degree, Finance, General
Maria Patel Maria Patel's TD Ameritrade Institutional Experience April 2011 - Present
Job Web Producer & Email Production Coordinator at TD Ameritrade Institutional
Industry Information Technology and Services
Experience
TD Ameritrade Institutional April 2011 - Present
TD Ameritrade Institutional April 2011 - Present
ASME September 2010 - April 2011
Acxiom Digital June 2007 - September 2010
QUIZNOS SUB September 2004 - April 2007
CIVIC ENGAGEMENT COMPUTER CENTER September 2002 - September 2004
Skills
Email Marketing, HTML, Online Marketing, Web Development, Web Design, Project Management, Graphic Design, Management, Quality Assurance, Software Documentation, SDLC, Web Analytics, Digital Marketing, CSS, Google Analytics, SEO, Content Management, Dreamweaver, User Experience, Marketing, Content Strategy, Online Advertising
Education
New Jersey Institute of Technology - School of Management 2000 — 2004
Bachelor of Science (BS), Management Information Systems, General
TD Ameritrade Institutional April 2011 - Present
TD Ameritrade Institutional April 2011 - Present
ASME September 2010 - April 2011
Acxiom Digital June 2007 - September 2010
QUIZNOS SUB September 2004 - April 2007
CIVIC ENGAGEMENT COMPUTER CENTER September 2002 - September 2004
Skills
Email Marketing, HTML, Online Marketing, Web Development, Web Design, Project Management, Graphic Design, Management, Quality Assurance, Software Documentation, SDLC, Web Analytics, Digital Marketing, CSS, Google Analytics, SEO, Content Management, Dreamweaver, User Experience, Marketing, Content Strategy, Online Advertising
Education
New Jersey Institute of Technology - School of Management 2000 — 2004
Bachelor of Science (BS), Management Information Systems, General
Grace Lu Grace Lu's TD Ameritrade Institutional Experience July 2010 - Present
Job Sales Specialist at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional July 2010 - Present
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, Asset Management, PowerPoint, Microsoft Word, Public Speaking, Outlook, Project Management, Salesforce.com, Marketing Strategy, Management, Access, Customer Service, Data Analysis, Sales
Education
UC Davis 2001 — 2005
TD Ameritrade Institutional July 2010 - Present
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, Asset Management, PowerPoint, Microsoft Word, Public Speaking, Outlook, Project Management, Salesforce.com, Marketing Strategy, Management, Access, Customer Service, Data Analysis, Sales
Education
UC Davis 2001 — 2005
John M. Constant Jr John M. Constant Jr's TD Ameritrade Institutional Experience August 2015 - Present
Job Institutional Relationship Manager at TD Ameritrade
Industry Investment Management
Experience
TD Ameritrade Institutional August 2015 - Present
Capital Wealth Planning, LLC. March 2015 - July 2015
CMG Life Services, Inc. January 2011 - July 2015
CMG Surety LLC June 2010 - August 2010
Skills
Portfolio Management, Financial Analysis, Risk Management, Investments, Management, Alternative Investments, Time Management, Analysis, Life Settlements, Asset Management, Insurance, Public Speaking, Financial Modeling, Investment Management, Series 7
Education
Southeastern University 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management
Fort Myers High School
High School
TD Ameritrade Institutional August 2015 - Present
Capital Wealth Planning, LLC. March 2015 - July 2015
CMG Life Services, Inc. January 2011 - July 2015
CMG Surety LLC June 2010 - August 2010
Skills
Portfolio Management, Financial Analysis, Risk Management, Investments, Management, Alternative Investments, Time Management, Analysis, Life Settlements, Asset Management, Insurance, Public Speaking, Financial Modeling, Investment Management, Series 7
Education
Southeastern University 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management
Fort Myers High School
High School
Nate Yuronich Nate Yuronich's TD Ameritrade Institutional Experience September 2014 - Present
Job Sales Specialist at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional September 2014 - Present
Dunham & Associates February 2013 - September 2014
TD Ameritrade January 2012 - February 2013
U.S. Bancorp Investments, Inc. March 2011 - December 2011
UBS Financial Services Inc January 2010 - January 2011
New York University October 2009 - September 2010
Lynx Capital Partners, LLC September 2007 - December 2009
Skills
Wealth Management, Equities, Series 7, Series 63, Relationship Management, Financial Services, Trading, Investments, Mutual Funds, Salesforce.com, Asset Allocation, Financial Advisory, Analysis, Asset Management, Portfolio Management, Sales
Education
State University of New York College at Buffalo 2002 — 2006
Bachelors of Science, Business Administration
TD Ameritrade Institutional September 2014 - Present
Dunham & Associates February 2013 - September 2014
TD Ameritrade January 2012 - February 2013
U.S. Bancorp Investments, Inc. March 2011 - December 2011
UBS Financial Services Inc January 2010 - January 2011
New York University October 2009 - September 2010
Lynx Capital Partners, LLC September 2007 - December 2009
Skills
Wealth Management, Equities, Series 7, Series 63, Relationship Management, Financial Services, Trading, Investments, Mutual Funds, Salesforce.com, Asset Allocation, Financial Advisory, Analysis, Asset Management, Portfolio Management, Sales
Education
State University of New York College at Buffalo 2002 — 2006
Bachelors of Science, Business Administration
Rolando Bautista Rolando Bautista's TD Ameritrade Institutional Experience November 1998 - Present
Job Compliance / Regulatory at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional November 1998 - Present
Wells Fargo Home Mortgage February 1996 - February 1998
Skills
Management, Customer Service, Quality Assurance, Quality Control, Instructional Technology, Standards Of Practice, Internal Audit, Series 7, Series 63, Series 9, Series 10, Series 4, Series 24, Series 66, Salesforce.com, Microsoft Office
Education
San Diego State University-California State University 1994 — 1998
Bachelor's Degree, Economics
Southwestern College 1983 — 1994
General Education
TD Ameritrade Institutional November 1998 - Present
Wells Fargo Home Mortgage February 1996 - February 1998
Skills
Management, Customer Service, Quality Assurance, Quality Control, Instructional Technology, Standards Of Practice, Internal Audit, Series 7, Series 63, Series 9, Series 10, Series 4, Series 24, Series 66, Salesforce.com, Microsoft Office
Education
San Diego State University-California State University 1994 — 1998
Bachelor's Degree, Economics
Southwestern College 1983 — 1994
General Education
Jocelyn Caliel Jocelyn Caliel's TD Ameritrade Institutional Experience October 2014 - Present
Job Account Services Rep at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional October 2014 - Present
Education
Texas Christian University - M.J. Neeley School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
TD Ameritrade Institutional October 2014 - Present
Education
Texas Christian University - M.J. Neeley School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
Russell Dorf Russell Dorf's TD Ameritrade Institutional Experience June 2014 - August 2014
Job Financial Product Sales & Analytics
Industry Financial Services
Experience
TD Ameritrade Institutional June 2014 - August 2014
Steiner Sports May 2013 - August 2013
Knopman Financial Training June 2012 - August 2012
Stellar Management June 2011 - August 2011
Skills
Basketball, Inventory Management, Portfolio Management, Sports Marketing, Microsoft Office, Sports Memorabilia, Entrepreneurial Finance, Management, Social Media, Product Development, Finance, Project Management, Customer Service, Real Estate, Training, Sales, Leadership, Public Relations, Retail, Market Research, Time Management, Social Networking, Social Media Marketing, Facebook, Advertising, Business Strategy, Fundraising, Microsoft Excel
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2015
Bachelor's degree, Business: Finance & Entrepreneurship, Junior
Millburn High School 2007 — 2011
High School Diploma, Business
TD Ameritrade Institutional June 2014 - August 2014
Steiner Sports May 2013 - August 2013
Knopman Financial Training June 2012 - August 2012
Stellar Management June 2011 - August 2011
Skills
Basketball, Inventory Management, Portfolio Management, Sports Marketing, Microsoft Office, Sports Memorabilia, Entrepreneurial Finance, Management, Social Media, Product Development, Finance, Project Management, Customer Service, Real Estate, Training, Sales, Leadership, Public Relations, Retail, Market Research, Time Management, Social Networking, Social Media Marketing, Facebook, Advertising, Business Strategy, Fundraising, Microsoft Excel
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2015
Bachelor's degree, Business: Finance & Entrepreneurship, Junior
Millburn High School 2007 — 2011
High School Diploma, Business
Josh Reich, CFP® Josh Reich, CFP®'s TD Ameritrade Institutional Experience February 2007 - Present
Job Helping Investment Advisors/RIAs understand and capitalize on industry trends VP Institutional Sales TDAI
Industry Financial Services
Experience
TD Ameritrade Institutional February 2007 - Present
HSBC Securities October 2004 - February 2007
JP Morgan Chase September 2002 - October 2004
Morgan Stanley October 1996 - June 2002
Fidelity Investments May 1994 - October 1996
Education
Pace University - Lubin School of Business
MBA, Finance
TD Ameritrade Institutional February 2007 - Present
HSBC Securities October 2004 - February 2007
JP Morgan Chase September 2002 - October 2004
Morgan Stanley October 1996 - June 2002
Fidelity Investments May 1994 - October 1996
Education
Pace University - Lubin School of Business
MBA, Finance
Brian DeRoy Brian DeRoy's TD Ameritrade Institutional Experience August 2015 - Present
Job Retirement Planner at Fidelity Investments
Industry Financial Services
Experience
TD Ameritrade Institutional August 2015 - Present
Fidelity Investments July 2014 - August 2015
Fidelity Investments September 2011 - June 2014
Fidelity Investments August 2013 - January 2014
Staples 2008 - 2011
D&H Distributing March 2004 - February 2007
Skills
Series 7, Series 66, Retirement Planning, Investment Strategies, Investment Management, Sales Management, Phone Skills
Education
Axia Univeristy
3.86
Northeastern University
TD Ameritrade Institutional August 2015 - Present
Fidelity Investments July 2014 - August 2015
Fidelity Investments September 2011 - June 2014
Fidelity Investments August 2013 - January 2014
Staples 2008 - 2011
D&H Distributing March 2004 - February 2007
Skills
Series 7, Series 66, Retirement Planning, Investment Strategies, Investment Management, Sales Management, Phone Skills
Education
Axia Univeristy
3.86
Northeastern University
Scott Collins Scott Collins's TD Ameritrade Institutional Experience January 2013 - Present
Job Director Institutional Sales at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional January 2013 - Present
FirstPoint Partners January 2011 - January 2013
LPL Financial February 1998 - January 2011
Merrill Lynch September 1995 - February 1998
Skills
Financial Advisory, Licensing, Series 7, Sales Operations, Portfolio Management, Leadership, Wealth Management, Business Development, Salesforce.com, Retirement Planning, Finance, Investments, Consulting, Asset Management, Recruiting, Securities, Investment Strategies, Investment Management, Strategy, Investment Advisory, Asset Allocation, Management, Series 63, Relationship Management, FINRA, 401k, Financial Services, Estate Planning, Hedge Funds, Fixed Income, Equities, Retirement, Mutual Funds, Strategic Financial..., Negotiation, Alternative Investments, Analysis, Series 65, IRAs, Series 24
Education
Texas A&M University 1992 — 1994
B.S., Psychology
Stephen F. Austin State University 1988 — 1990
TD Ameritrade Institutional January 2013 - Present
FirstPoint Partners January 2011 - January 2013
LPL Financial February 1998 - January 2011
Merrill Lynch September 1995 - February 1998
Skills
Financial Advisory, Licensing, Series 7, Sales Operations, Portfolio Management, Leadership, Wealth Management, Business Development, Salesforce.com, Retirement Planning, Finance, Investments, Consulting, Asset Management, Recruiting, Securities, Investment Strategies, Investment Management, Strategy, Investment Advisory, Asset Allocation, Management, Series 63, Relationship Management, FINRA, 401k, Financial Services, Estate Planning, Hedge Funds, Fixed Income, Equities, Retirement, Mutual Funds, Strategic Financial..., Negotiation, Alternative Investments, Analysis, Series 65, IRAs, Series 24
Education
Texas A&M University 1992 — 1994
B.S., Psychology
Stephen F. Austin State University 1988 — 1990
Ryan Sladich Ryan Sladich's TD Ameritrade Institutional Experience July 2013 - Present
Job Senior Relationship Manager at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional July 2013 - Present
TD Ameritrade January 2012 - Present
TD Ameritrade July 2011 - January 2012
SDSU Small Business Consulting January 2010 - May 2010
Internet Marketing Inc. June 2009 - March 2010
Southern California Marketing & Barter May 2009 - August 2009
Skills
SEO, Salesforce.com, Marketing, Sales, Customer Service, Microsoft Office, Financial Services, Management, Email Marketing, Analysis
Education
San Diego State University-California State University 2006 — 2010
Bachelor's, Marketing
Garden Grove High School
TD Ameritrade Institutional July 2013 - Present
TD Ameritrade January 2012 - Present
TD Ameritrade July 2011 - January 2012
SDSU Small Business Consulting January 2010 - May 2010
Internet Marketing Inc. June 2009 - March 2010
Southern California Marketing & Barter May 2009 - August 2009
Skills
SEO, Salesforce.com, Marketing, Sales, Customer Service, Microsoft Office, Financial Services, Management, Email Marketing, Analysis
Education
San Diego State University-California State University 2006 — 2010
Bachelor's, Marketing
Garden Grove High School
Mark Josefczyk Mark Josefczyk's TD Ameritrade Institutional Experience September 2007 - Present
Job Helping Financial Advisors achieve true independence...say goodbye to FINRA!
Industry Financial Services
Experience
TD Ameritrade Institutional September 2007 - Present
Schwab Advisor Services Schwab Institutional January 2006 - September 2007
Haberer Registered Investment Advisor Huntington Investment Compay 1996 - 2006
Schwab Institutional 1994 - 1996
Charles Schwab 1988 - 1994
Ruff Times Publishing, LLC 1986 - 1988
Skills
Consulting, Entertainment, Golf, Networking, New Business Development, Relationship Management, Sales, Building Relationships
Education
University of California, Davis 1983 — 1986
BS, Managerial Economics
The Ohio State University 1981 — 1983
transferred, Managerial Economics
Northmont High School 1978 — 1981
TD Ameritrade Institutional September 2007 - Present
Schwab Advisor Services Schwab Institutional January 2006 - September 2007
Haberer Registered Investment Advisor Huntington Investment Compay 1996 - 2006
Schwab Institutional 1994 - 1996
Charles Schwab 1988 - 1994
Ruff Times Publishing, LLC 1986 - 1988
Skills
Consulting, Entertainment, Golf, Networking, New Business Development, Relationship Management, Sales, Building Relationships
Education
University of California, Davis 1983 — 1986
BS, Managerial Economics
The Ohio State University 1981 — 1983
transferred, Managerial Economics
Northmont High School 1978 — 1981
Eden De Ruse's TD Ameritrade Institutional Experience 2013 - 2014
Job Writer & Top Notch Executive Assistant
Industry Entertainment
Experience
EdenDeRuse.com April 2014 - Present
TD Ameritrade Institutional 2013 - 2014
Advanstar Communications March 2012 - September 2013
Skills
Integrated Marketing, Entertainment, Screenwriting, Script Consultation, Executive Support, Film Production, Press Releases, Social Media, Storytelling, Theatre, Online Advertising, Direct Marketing, Marketing, Editing, Digital Media, Social Media Marketing, Film, Television
Education
Hollywood Scriptwriting Institute 1988 — 1990
Certificate of Completion, Commercial Screenwriting, 4.0
Washington Center, Washington DC 1984 — 1985
Internship Completion, NBC News
University of La Verne 1981 — 1985
Bachelor of Arts (B.A.), Mass Communication/Media Studies
EdenDeRuse.com April 2014 - Present
TD Ameritrade Institutional 2013 - 2014
Advanstar Communications March 2012 - September 2013
Skills
Integrated Marketing, Entertainment, Screenwriting, Script Consultation, Executive Support, Film Production, Press Releases, Social Media, Storytelling, Theatre, Online Advertising, Direct Marketing, Marketing, Editing, Digital Media, Social Media Marketing, Film, Television
Education
Hollywood Scriptwriting Institute 1988 — 1990
Certificate of Completion, Commercial Screenwriting, 4.0
Washington Center, Washington DC 1984 — 1985
Internship Completion, NBC News
University of La Verne 1981 — 1985
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Laura Geck Laura Geck's TD Ameritrade Institutional Experience July 2014 - Present
Job Account Services at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade Institutional July 2014 - Present
Education
The University of Texas at Arlington 2003 — 2007
BA
TD Ameritrade Institutional July 2014 - Present
Education
The University of Texas at Arlington 2003 — 2007
BA
Adam Horelick Adam Horelick's TD Ameritrade Institutional Experience June 2015 - August 2015
Job Intern at TD Ameritrade Institutional
Industry Marketing and Advertising
Experience
TD Ameritrade Institutional June 2015 - August 2015
Fox Broadcasting Company June 2014 - July 2014
Video Games For Homeless Children September 2010 - July 2014
Panera Bread August 2012 - June 2013
Camp All-Star July 2012 - August 2012
BigBelly Solar Group July 2011 - August 2011
BigBelly Solar Group July 2010 - August 2010
Centris Group August 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Minitab, Marketing, Entrepreneurship, Presentations, Advertising, Sales, Business Analysis, Market Research, Digital Media, Final Cut Pro, Microsoft Office, Social Media, Public Speaking
Education
Syracuse University - Martin J. Whitman School of Management 2012 — 2016
Marketing Management, Entrepreneurship and Emerging Enterprises, Senior
Wellesley High School 2008 — 2012
TD Ameritrade Institutional June 2015 - August 2015
Fox Broadcasting Company June 2014 - July 2014
Video Games For Homeless Children September 2010 - July 2014
Panera Bread August 2012 - June 2013
Camp All-Star July 2012 - August 2012
BigBelly Solar Group July 2011 - August 2011
BigBelly Solar Group July 2010 - August 2010
Centris Group August 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Minitab, Marketing, Entrepreneurship, Presentations, Advertising, Sales, Business Analysis, Market Research, Digital Media, Final Cut Pro, Microsoft Office, Social Media, Public Speaking
Education
Syracuse University - Martin J. Whitman School of Management 2012 — 2016
Marketing Management, Entrepreneurship and Emerging Enterprises, Senior
Wellesley High School 2008 — 2012
Jacqueline Goldberg Jacqueline Goldberg's TD Ameritrade Institutional Experience June 2013 - August 2013
Job Assistant Account Coordinator at KSV
Industry Financial Services
Experience
KSV September 2015 - Present
Canopy Brand Group March 2015 - September 2015
NYU Program Board May 2013 - May 2014
TD Ameritrade Institutional June 2013 - August 2013
NYU Program Board May 2012 - May 2013
Nanny May 2012 - August 2012
NYU Phonathon / Ruffalo Cody May 2011 - August 2011
Kumon August 2008 - August 2010
Pinnacle Associates June 2009 - July 2009
Skills
Social Media, Microsoft Office, Blogging, Photography, HTML, Photoshop Elements, Photoshop, Marketing, QuickBooks, Lightroom, Fundraising, MailChimp, WordPress, Event Planning
Education
New York University 2010 — 2014
Bachelor of Arts (B.A.), Economics
NYU in London 2012 — 2012
John P. Stevens High School 2006 — 2010
3.7
KSV September 2015 - Present
Canopy Brand Group March 2015 - September 2015
NYU Program Board May 2013 - May 2014
TD Ameritrade Institutional June 2013 - August 2013
NYU Program Board May 2012 - May 2013
Nanny May 2012 - August 2012
NYU Phonathon / Ruffalo Cody May 2011 - August 2011
Kumon August 2008 - August 2010
Pinnacle Associates June 2009 - July 2009
Skills
Social Media, Microsoft Office, Blogging, Photography, HTML, Photoshop Elements, Photoshop, Marketing, QuickBooks, Lightroom, Fundraising, MailChimp, WordPress, Event Planning
Education
New York University 2010 — 2014
Bachelor of Arts (B.A.), Economics
NYU in London 2012 — 2012
John P. Stevens High School 2006 — 2010
3.7
Lori Davis Lori Davis's TD Ameritrade Institutional Experience 2009 - 2009
Job Marketing & Communications Leader
Industry Marketing and Advertising
Experience
SK Solutions North America Inc. 2014 - Present
S&P Capital IQ 2010 - 2014
MWBE COALITION 2009 - 2010
TD Ameritrade Institutional 2009 - 2009
TIAA-CREF 2003 - 2008
Prudential Financial 1998 - 2003
Citibank 1995 - 1998
CONAGRA, 1994 - 1995
HEUBLEIN 1990 - 1994
Skills
Product Marketing, Cross-functional Team..., Strategy, Marketing, Strategic Partnerships, Marketing Communications, Budgets, Analytics, Leadership, Marketing Strategy, Product Development, Strategic Planning, Finance, Financial Services, Sales, Management, Mergers
Education
The University of Chicago - Booth School of Business
MBA, Marketing
Washington University in St. Louis
BA, Economics
SK Solutions North America Inc. 2014 - Present
S&P Capital IQ 2010 - 2014
MWBE COALITION 2009 - 2010
TD Ameritrade Institutional 2009 - 2009
TIAA-CREF 2003 - 2008
Prudential Financial 1998 - 2003
Citibank 1995 - 1998
CONAGRA, 1994 - 1995
HEUBLEIN 1990 - 1994
Skills
Product Marketing, Cross-functional Team..., Strategy, Marketing, Strategic Partnerships, Marketing Communications, Budgets, Analytics, Leadership, Marketing Strategy, Product Development, Strategic Planning, Finance, Financial Services, Sales, Management, Mergers
Education
The University of Chicago - Booth School of Business
MBA, Marketing
Washington University in St. Louis
BA, Economics
Derek Migl Derek Migl's TD Ameritrade Institutional Experience July 2011 - Present
Job Technoloy Services Representative at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional July 2011 - Present
Kroger January 2011 - June 2011
Stephen F. Austin State University February 2008 - December 2010
Skills
Customer Service, Microsoft Office, Microsoft Excel, Management, Sales, Financial Analysis, PowerPoint, Microsoft Word, Project Management, Risk Management, Business Analysis, Time Management, Financial Services, Leadership, CRM, Inventory Management, Social Media, Series 7, Series 63, Portfolio Management..., Redtail, Portfolio Center
Education
Stephen F. Austin State University 2006 — 2010
Master of Business Administration (M.B.A.)
TD Ameritrade Institutional July 2011 - Present
Kroger January 2011 - June 2011
Stephen F. Austin State University February 2008 - December 2010
Skills
Customer Service, Microsoft Office, Microsoft Excel, Management, Sales, Financial Analysis, PowerPoint, Microsoft Word, Project Management, Risk Management, Business Analysis, Time Management, Financial Services, Leadership, CRM, Inventory Management, Social Media, Series 7, Series 63, Portfolio Management..., Redtail, Portfolio Center
Education
Stephen F. Austin State University 2006 — 2010
Master of Business Administration (M.B.A.)
Olivia Tromm's TD Ameritrade Institutional Experience October 2014 - Present
Job Strategic Relationship Consultant at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional October 2014 - Present
AXA US January 2014 - October 2014
TD Ameritrade Institutional June 2011 - December 2013
Morgan Stanley February 2011 - April 2011
AllianceBernstein June 2010 - November 2010
NYU Infant Cognition and Communication Lab January 2010 - May 2010
Skills
Series 7, Series 66, Research, Marketing Research, Practice Management, CRM, Investments, Strategy, Business Development, Cross-functional Team..., Business Strategy, Management, Wealth Management, Finance
Education
New York University
Southern Regional High School
TD Ameritrade Institutional October 2014 - Present
AXA US January 2014 - October 2014
TD Ameritrade Institutional June 2011 - December 2013
Morgan Stanley February 2011 - April 2011
AllianceBernstein June 2010 - November 2010
NYU Infant Cognition and Communication Lab January 2010 - May 2010
Skills
Series 7, Series 66, Research, Marketing Research, Practice Management, CRM, Investments, Strategy, Business Development, Cross-functional Team..., Business Strategy, Management, Wealth Management, Finance
Education
New York University
Southern Regional High School
Philip Beranato Philip Beranato's TD Ameritrade Institutional Experience January 2012 - Present
Job Senior BA with Agile Project Experience
Industry Financial Services
Experience
TD Ameritrade Institutional January 2012 - Present
TD Ameritrade Institutional February 2008 - December 2011
Skills
Business Analysis, Microsoft Excel, Microsoft Office, Microsoft Access, Microsoft Word, Software Project..., Basic SQL, Visio, Version One, PAM for Securities, Cross-functional Team..., Mutual Funds
Education
State University of New York College at Plattsburgh 1990 — 1994
Bachelor of Science (BS), Accounting
TD Ameritrade Institutional January 2012 - Present
TD Ameritrade Institutional February 2008 - December 2011
Skills
Business Analysis, Microsoft Excel, Microsoft Office, Microsoft Access, Microsoft Word, Software Project..., Basic SQL, Visio, Version One, PAM for Securities, Cross-functional Team..., Mutual Funds
Education
State University of New York College at Plattsburgh 1990 — 1994
Bachelor of Science (BS), Accounting
Sean Lindenbaum Sean Lindenbaum's TD Ameritrade Institutional Experience September 1993 - Present
Job Motivating advisors to grow and build better businesses. Managing Director, Sales TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional September 1993 - Present
Oppenheimer & Co. November 1991 - July 1993
Skills
Financial Advisory, Business Development, Relationship Management, Insurance, Portfolio Management, Wealth Management, Strategic Financial..., Financial Services, Investment Advisory, Asset Allocation, Risk Management, Investments, Equities, Mutual Funds, Securities, Retirement Planning, Asset Management, Series 24, Series 63, Alternative Investments, ETFs, Investment Strategies, Uniform Combined State..., Series 65, Retirement, Fixed Income, 401k, Series 7, Investment Management, Options, FINRA, Separately Managed..., Hedge Funds, Management, Sales
Education
State University of New York College at Oneonta 1987 — 1991
Bachelor of Science, Economics
TD Ameritrade Institutional September 1993 - Present
Oppenheimer & Co. November 1991 - July 1993
Skills
Financial Advisory, Business Development, Relationship Management, Insurance, Portfolio Management, Wealth Management, Strategic Financial..., Financial Services, Investment Advisory, Asset Allocation, Risk Management, Investments, Equities, Mutual Funds, Securities, Retirement Planning, Asset Management, Series 24, Series 63, Alternative Investments, ETFs, Investment Strategies, Uniform Combined State..., Series 65, Retirement, Fixed Income, 401k, Series 7, Investment Management, Options, FINRA, Separately Managed..., Hedge Funds, Management, Sales
Education
State University of New York College at Oneonta 1987 — 1991
Bachelor of Science, Economics
Evan Meyer Evan Meyer's TD Ameritrade Institutional Experience November 2011 - Present
Job Relationship Manager at TD Ameritrade Institutional
Industry Photography
Experience
TD Ameritrade Institutional November 2011 - Present
Evan Meyer Photography January 2009 - Present
Semester At Sea / ISE June 2011 - August 2011
Meyer Financial & Consulting, LLC January 2011 - June 2011
Education
University of Denver - Daniels College of Business 2006 — 2010
BSBA, Business
Semester at Sea study abroad 2008 — 2008
TD Ameritrade Institutional November 2011 - Present
Evan Meyer Photography January 2009 - Present
Semester At Sea / ISE June 2011 - August 2011
Meyer Financial & Consulting, LLC January 2011 - June 2011
Education
University of Denver - Daniels College of Business 2006 — 2010
BSBA, Business
Semester at Sea study abroad 2008 — 2008
Joseph Giannone Joseph Giannone's TD Ameritrade Institutional Experience July 2013 - Present
Job
Industry Financial Services
Experience
TD Ameritrade Institutional July 2013 - Present
Campden Wealth / Institute for Private Investors December 2012 - June 2013
Reuters April 2003 - October 2012
Argus Media October 2001 - May 2003
BridgeNews September 1998 - September 2001
Bloomberg News May 1996 - August 1998
Lafferty Group 1994 - 1996
Manchester (Conn) Journal Inquirer 1992 - 1994
Shore Line Times 1991 - 1992
Education
Tufts University 1986 — 1990
B.A., History
TD Ameritrade Institutional July 2013 - Present
Campden Wealth / Institute for Private Investors December 2012 - June 2013
Reuters April 2003 - October 2012
Argus Media October 2001 - May 2003
BridgeNews September 1998 - September 2001
Bloomberg News May 1996 - August 1998
Lafferty Group 1994 - 1996
Manchester (Conn) Journal Inquirer 1992 - 1994
Shore Line Times 1991 - 1992
Education
Tufts University 1986 — 1990
B.A., History
Cliff Shelton Cliff Shelton's TD Ameritrade Institutional Experience June 2013 - August 2014
Job Business Strategy Intern at Aviall, A Boeing Company
Industry Financial Services
Experience
Aviall, A Boeing Company May 2015 - August 2015
Jackson Analytics, LLC August 2014 - January 2015
TD Ameritrade Institutional June 2013 - August 2014
Hat Club, LLC August 2010 - November 2013
Skills
Management, Microsoft Office, Financial Services, Sales, Microsoft Excel, Investments, Leadership, Time Management, Financial Analysis, PowerPoint
Education
Texas A&M University 2014 — 2015
Master's Degree, Economics
The University of Texas at Arlington 2009 — 2013
Bachelor's Degree, Economics
Aviall, A Boeing Company May 2015 - August 2015
Jackson Analytics, LLC August 2014 - January 2015
TD Ameritrade Institutional June 2013 - August 2014
Hat Club, LLC August 2010 - November 2013
Skills
Management, Microsoft Office, Financial Services, Sales, Microsoft Excel, Investments, Leadership, Time Management, Financial Analysis, PowerPoint
Education
Texas A&M University 2014 — 2015
Master's Degree, Economics
The University of Texas at Arlington 2009 — 2013
Bachelor's Degree, Economics
Andrew Ferrette Andrew Ferrette's TD Ameritrade Institutional Experience May 2013 - May 2015
Job Director of Client Services at Beta Wealth Group
Industry Financial Services
Experience
Beta Wealth Group May 2015 - June 2015
TD Ameritrade Institutional May 2013 - May 2015
LPL Financial November 2012 - January 2013
Bellatore Financial, Inc. August 2010 - April 2012
Charles Schwab 2008 - 2010
Skills
Finance, Equity Trading, Financial Services, Trading, Superior Client Service, Financial Modeling, Series 7, Series 63
Education
Sonoma State University 2004 — 2008
Bachelor of Arts (B.A.), Economics
Rancho Bernardo High School
Rancho Bernardo High School
Rancho Bernardo High School
Rancho Bernardo High School
Beta Wealth Group May 2015 - June 2015
TD Ameritrade Institutional May 2013 - May 2015
LPL Financial November 2012 - January 2013
Bellatore Financial, Inc. August 2010 - April 2012
Charles Schwab 2008 - 2010
Skills
Finance, Equity Trading, Financial Services, Trading, Superior Client Service, Financial Modeling, Series 7, Series 63
Education
Sonoma State University 2004 — 2008
Bachelor of Arts (B.A.), Economics
Rancho Bernardo High School
Rancho Bernardo High School
Rancho Bernardo High School
Rancho Bernardo High School
Jessie Whitfield's TD Ameritrade Institutional Experience January 2015 - Present
Job Account Service Representative at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional January 2015 - Present
TD Ameritrade Institutional September 2014 - January 2015
First Command Financial Services April 2013 - September 2014
First Command Financial Services January 2013 - April 2014
Palm Beach Tan January 2011 - January 2013
Party City November 2008 - August 2009
Gap Inc./Old Navy September 2007 - November 2008
Skills
Outlook, Sales, Microsoft Office, Microsoft Excel, Time Management, Investments, Mutual Funds
Education
Keller Central High School 2003 — 2007
Tarrant County College
Bachelor of Business Administration (B.B.A.)
TD Ameritrade Institutional January 2015 - Present
TD Ameritrade Institutional September 2014 - January 2015
First Command Financial Services April 2013 - September 2014
First Command Financial Services January 2013 - April 2014
Palm Beach Tan January 2011 - January 2013
Party City November 2008 - August 2009
Gap Inc./Old Navy September 2007 - November 2008
Skills
Outlook, Sales, Microsoft Office, Microsoft Excel, Time Management, Investments, Mutual Funds
Education
Keller Central High School 2003 — 2007
Tarrant County College
Bachelor of Business Administration (B.B.A.)
Victoria Veith's TD Ameritrade Institutional Experience October 2009 - March 2011
Job Regional Vice President at Financial Products LLC
Industry Financial Services
Experience
Financial Products LLC May 2015 - Present
Tocqueville Asset Management September 2013 - April 2015
Tocqueville Asset Management March 2012 - September 2013
Cohen & Steers March 2011 - March 2012
TD Ameritrade Institutional October 2009 - March 2011
Cohen & Steers August 2008 - October 2009
Cohen & Steers October 2007 - August 2008
Lord Abbett & Co. LLC June 2007 - September 2007
Lord Abbett & Co. LLC May 2006 - June 2007
Skills
Series 7, Uniform Combined State..., Mutual Funds, Asset Allocation, Series 63, Investment Advisory, Securities, Investments, Financial Services, Strategic Financial..., Investment Strategies, Equities, Sales, Financial Advisory, ETFs
Education
New York University 2002 — 2006
Bachelor of Arts (B.A.), Psychology
New York University 2002 — 2006
Bachelor's degree, Psychology
Financial Products LLC May 2015 - Present
Tocqueville Asset Management September 2013 - April 2015
Tocqueville Asset Management March 2012 - September 2013
Cohen & Steers March 2011 - March 2012
TD Ameritrade Institutional October 2009 - March 2011
Cohen & Steers August 2008 - October 2009
Cohen & Steers October 2007 - August 2008
Lord Abbett & Co. LLC June 2007 - September 2007
Lord Abbett & Co. LLC May 2006 - June 2007
Skills
Series 7, Uniform Combined State..., Mutual Funds, Asset Allocation, Series 63, Investment Advisory, Securities, Investments, Financial Services, Strategic Financial..., Investment Strategies, Equities, Sales, Financial Advisory, ETFs
Education
New York University 2002 — 2006
Bachelor of Arts (B.A.), Psychology
New York University 2002 — 2006
Bachelor's degree, Psychology
McCord DeHart McCord DeHart's TD Ameritrade Institutional Experience December 2014 - Present
Job Relationship Manager at TD Ameritrade Institutional
Industry Business Supplies and Equipment
Experience
TD Ameritrade Institutional December 2014 - Present
Lanyon May 2014 - Present
Concept Services June 2013 - August 2013
Skills
Social Media, PowerPoint, Marketing, Sales, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Time Management, Social Networking, Teamwork, Research, Data Analysis
Education
The University of Texas at Dallas 2010 — 2013
Bachelor of Science (BS), Global Business
TD Ameritrade Institutional December 2014 - Present
Lanyon May 2014 - Present
Concept Services June 2013 - August 2013
Skills
Social Media, PowerPoint, Marketing, Sales, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Time Management, Social Networking, Teamwork, Research, Data Analysis
Education
The University of Texas at Dallas 2010 — 2013
Bachelor of Science (BS), Global Business
Josh Wineriter Josh Wineriter's TD Ameritrade Institutional Experience May 2015 - Present
Job Senior Sales Specialist at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional May 2015 - Present
Fidelity Investments August 2014 - May 2015
Fidelity Investments December 2013 - August 2014
Fidelity Investments May 2013 - December 2013
Skills
Customer Service, Strategic Planning, Microsoft Excel, Microsoft Office, Research
Education
Texas A&M University 2008 — 2012
Bachelor of Arts (B.A.), Economics, Political Science
TD Ameritrade Institutional May 2015 - Present
Fidelity Investments August 2014 - May 2015
Fidelity Investments December 2013 - August 2014
Fidelity Investments May 2013 - December 2013
Skills
Customer Service, Strategic Planning, Microsoft Excel, Microsoft Office, Research
Education
Texas A&M University 2008 — 2012
Bachelor of Arts (B.A.), Economics, Political Science
Emmanuel James Penera's TD Ameritrade Institutional Experience October 2013 - Present
Job Account Services Representative TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade Institutional October 2013 - Present
Beta Theta Pi July 2013 - August 2014
Wells Fargo December 2012 - September 2013
Pacifica Del Mar October 2011 - June 2013
Guest and Event Services, University of California Irvine August 2009 - June 2011
Beta Theta Pi September 2007 - June 2011
Campus Recreation, University of California Irvine October 2007 - June 2009
Skills
Finance, Financial Analysis, Banking, Cash Management, Risk Management, Intercollegiate..., Customer Service, Logistics, Hospitality, Fine Dining, Recruiting, Policy, Microsoft Office, Microsoft Word
Education
University of California, Irvine 2007 — 2011
Bachelor of Arts (B.A.), Economics
Torrey Pines High School 2003 — 2007
TD Ameritrade Institutional October 2013 - Present
Beta Theta Pi July 2013 - August 2014
Wells Fargo December 2012 - September 2013
Pacifica Del Mar October 2011 - June 2013
Guest and Event Services, University of California Irvine August 2009 - June 2011
Beta Theta Pi September 2007 - June 2011
Campus Recreation, University of California Irvine October 2007 - June 2009
Skills
Finance, Financial Analysis, Banking, Cash Management, Risk Management, Intercollegiate..., Customer Service, Logistics, Hospitality, Fine Dining, Recruiting, Policy, Microsoft Office, Microsoft Word
Education
University of California, Irvine 2007 — 2011
Bachelor of Arts (B.A.), Economics
Torrey Pines High School 2003 — 2007
Steven McBrayer Steven McBrayer's TD Ameritrade Institutional Experience February 2014 - Present
Job Relationship Manager II, Advisor Relations at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional February 2014 - Present
Pence Wealth Management September 2013 - February 2014
LPL Financial February 2011 - September 2013
LPL Financial November 2007 - February 2011
McBrayer Financial Life Insurance June 2005 - May 2009
LPL Financial December 2006 - November 2007
MassMutual Financial Group June 2005 - December 2006
Skills
Financial Services, Series 7, Series 6, Series 63, Series 65, Investments, Asset Allocation, Wealth Management, Securities, Mutual Funds, Portfolio Management, Insurance, Retirement Planning, Bonds, Equities, Options, Fixed Income, Microsoft Excel, Uniform Combined State..., Project Management, Strategic Financial..., PowerPoint, Risk Management, Financial Planning, Relationship Management, Client Relationships..., Client Services, Salesforce.com, Microsoft Office
Education
San Diego Mesa College 2007 — 2012
Associate of Arts and Sciences (A.A.S.), Economics
TD Ameritrade Institutional February 2014 - Present
Pence Wealth Management September 2013 - February 2014
LPL Financial February 2011 - September 2013
LPL Financial November 2007 - February 2011
McBrayer Financial Life Insurance June 2005 - May 2009
LPL Financial December 2006 - November 2007
MassMutual Financial Group June 2005 - December 2006
Skills
Financial Services, Series 7, Series 6, Series 63, Series 65, Investments, Asset Allocation, Wealth Management, Securities, Mutual Funds, Portfolio Management, Insurance, Retirement Planning, Bonds, Equities, Options, Fixed Income, Microsoft Excel, Uniform Combined State..., Project Management, Strategic Financial..., PowerPoint, Risk Management, Financial Planning, Relationship Management, Client Relationships..., Client Services, Salesforce.com, Microsoft Office
Education
San Diego Mesa College 2007 — 2012
Associate of Arts and Sciences (A.A.S.), Economics
Derek Soliz Derek Soliz's TD Ameritrade Institutional Experience February 2010 - August 2010
Job Financial Advisor at Fulcrum Equity Management
Industry Financial Services
Experience
Fulcrum Equity Management July 2015 - Present
Merrill Edge December 2014 - July 2015
Williams Financial Group March 2014 - November 2014
Williams Financial Group August 2011 - February 2014
Williams Financial Group August 2010 - August 2011
TD Ameritrade Institutional February 2010 - August 2010
JP Morgan Chase October 2008 - February 2010
Fidelity Investments June 2007 - October 2008
John Deere October 2004 - May 2007
Skills
Series 63, Series 66, Series 6, Series 7, Uniform Combined State..., Financial Services, 401k, Retirement Planning, Financial Advisory, Securities, Mutual Funds, Retirement, Wealth Management, Asset Allocation, Investments, Portfolio Management, Microsoft Office, Microsoft Excel, Risk Management, Financial Analysis, Financial Modeling, Finance, Microsoft Word, Sales, Salesforce.com, PowerPoint, Orion, Separately Managed..., RIA, Envestnet, Money Guide Pro, Streetscape, Strategic Financial..., Equities, Asset Management, Fixed Income, Alternative Investments, Investment Strategies, Investment Advisory, ETFs, Financial Planning
Education
The University of Texas at Arlington - College of Business Administration 2003 — 2007
BBA, Finance
Fulcrum Equity Management July 2015 - Present
Merrill Edge December 2014 - July 2015
Williams Financial Group March 2014 - November 2014
Williams Financial Group August 2011 - February 2014
Williams Financial Group August 2010 - August 2011
TD Ameritrade Institutional February 2010 - August 2010
JP Morgan Chase October 2008 - February 2010
Fidelity Investments June 2007 - October 2008
John Deere October 2004 - May 2007
Skills
Series 63, Series 66, Series 6, Series 7, Uniform Combined State..., Financial Services, 401k, Retirement Planning, Financial Advisory, Securities, Mutual Funds, Retirement, Wealth Management, Asset Allocation, Investments, Portfolio Management, Microsoft Office, Microsoft Excel, Risk Management, Financial Analysis, Financial Modeling, Finance, Microsoft Word, Sales, Salesforce.com, PowerPoint, Orion, Separately Managed..., RIA, Envestnet, Money Guide Pro, Streetscape, Strategic Financial..., Equities, Asset Management, Fixed Income, Alternative Investments, Investment Strategies, Investment Advisory, ETFs, Financial Planning
Education
The University of Texas at Arlington - College of Business Administration 2003 — 2007
BBA, Finance
Carly Greenfield Carly Greenfield's TD Ameritrade Institutional Experience February 2008 - Present
Job Sales VP at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional February 2008 - Present
Fiserv Investment Support Services June 2001 - February 2008
Skills
Series 7, series 63, FINRA, Wealth Management, Selling, Securities, Alternative Investments, Series 63, Investment Advisory, Investments, Series 24, Business Development, Account Management, Equities, Mutual Funds, Strategic Financial..., Series 65, Asset Allocation, Retirement Planning, Financial Analysis, Asset Management, Risk Management, 401k, Retirement, Uniform Combined State..., Portfolio Management
Education
University of Colorado Denver 2004 — 2008
Bachelor of Science, Finance
TD Ameritrade Institutional February 2008 - Present
Fiserv Investment Support Services June 2001 - February 2008
Skills
Series 7, series 63, FINRA, Wealth Management, Selling, Securities, Alternative Investments, Series 63, Investment Advisory, Investments, Series 24, Business Development, Account Management, Equities, Mutual Funds, Strategic Financial..., Series 65, Asset Allocation, Retirement Planning, Financial Analysis, Asset Management, Risk Management, 401k, Retirement, Uniform Combined State..., Portfolio Management
Education
University of Colorado Denver 2004 — 2008
Bachelor of Science, Finance
Kate Healy's TD Ameritrade Institutional Experience July 2012 - Present
Job Managing Director, Institutional Marketing at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional July 2012 - Present
TD Ameritrade Institutional February 2010 - August 2012
TD Ameritrade Institutional June 2008 - February 2010
Merrill Lynch October 2006 - May 2008
MetLife 2003 - 2006
MetLife Broker/Dealer group 2003 - 2006
Prudential Financial November 1998 - January 2001
Rosenfield Dentino October 1996 - November 1998
Anthem Health & Life Insurance February 1995 - October 1996
Home Life Insurance June 1986 - June 1994
Skills
Investments, IRA's, RIA, Wealth Management, Marketing Strategy, Marketing Communications, Product Management, Product Marketing
Education
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1986
Bachelor of Arts, Economics
St. Frances Cabrini
TD Ameritrade Institutional July 2012 - Present
TD Ameritrade Institutional February 2010 - August 2012
TD Ameritrade Institutional June 2008 - February 2010
Merrill Lynch October 2006 - May 2008
MetLife 2003 - 2006
MetLife Broker/Dealer group 2003 - 2006
Prudential Financial November 1998 - January 2001
Rosenfield Dentino October 1996 - November 1998
Anthem Health & Life Insurance February 1995 - October 1996
Home Life Insurance June 1986 - June 1994
Skills
Investments, IRA's, RIA, Wealth Management, Marketing Strategy, Marketing Communications, Product Management, Product Marketing
Education
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1986
Bachelor of Arts, Economics
St. Frances Cabrini
John Warnock John Warnock's TD Ameritrade Institutional Experience September 2013 - Present
Job Principal
Industry Financial Services
Experience
TD Ameritrade Institutional September 2013 - Present
TD Ameritrade Institutional March 2009 - September 2013
Skills
Series 7, Sailing, Corporate Actions, Series 63, Financial Services, Options, FINRA, Mutual Funds, Relationship Management, Alternative Investments, Asset Management, Customer Service
Education
University of California, Santa Barbara 1998 — 2003
Bachelor's degree, Geography
TD Ameritrade Institutional September 2013 - Present
TD Ameritrade Institutional March 2009 - September 2013
Skills
Series 7, Sailing, Corporate Actions, Series 63, Financial Services, Options, FINRA, Mutual Funds, Relationship Management, Alternative Investments, Asset Management, Customer Service
Education
University of California, Santa Barbara 1998 — 2003
Bachelor's degree, Geography
Liz Vandewalle Liz Vandewalle's TD Ameritrade Institutional Experience 2007 - 2009
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade August 2014 - Present
TD Ameritrade 2012 - 2014
TD Ameritrade 2011 - 2012
TD Ameritrade 2010 - 2011
TD Ameritrade 2009 - 2010
TD Ameritrade Institutional 2007 - 2009
Skills
FINRA 7, 63, & 66..., Business Development, Series 7, Strategic Financial..., Mutual Funds, Series 63, Financial Services, Wealth Management, Asset Allocation, Investment Advisory, Asset Management, FINRA, Investments, Portfolio Management, Retirement Planning, Investment Strategies, Equities, Securities, Options, Financial Planning
Education
Southern Illinois University, Carbondale
Scottrade August 2014 - Present
TD Ameritrade 2012 - 2014
TD Ameritrade 2011 - 2012
TD Ameritrade 2010 - 2011
TD Ameritrade 2009 - 2010
TD Ameritrade Institutional 2007 - 2009
Skills
FINRA 7, 63, & 66..., Business Development, Series 7, Strategic Financial..., Mutual Funds, Series 63, Financial Services, Wealth Management, Asset Allocation, Investment Advisory, Asset Management, FINRA, Investments, Portfolio Management, Retirement Planning, Investment Strategies, Equities, Securities, Options, Financial Planning
Education
Southern Illinois University, Carbondale
Jason Heinrichs's TD Ameritrade Institutional Experience November 2012 - Present
Job Analyst at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional November 2012 - Present
TD Ameritrade Institutional November 2012 - Present
TD Ameritrade Institutional April 2011 - November 2012
Global Greengrants Fund December 2010 - April 2011
Skills
Analytics, SQL, Access, VBA, Databases, Microsoft Excel, Requirements Gathering, DocuSign
Education
University of Colorado Boulder 2006 — 2010
Bachelor of Science - Business Administration, Finance, General
TD Ameritrade Institutional November 2012 - Present
TD Ameritrade Institutional November 2012 - Present
TD Ameritrade Institutional April 2011 - November 2012
Global Greengrants Fund December 2010 - April 2011
Skills
Analytics, SQL, Access, VBA, Databases, Microsoft Excel, Requirements Gathering, DocuSign
Education
University of Colorado Boulder 2006 — 2010
Bachelor of Science - Business Administration, Finance, General
Jason Susdorf Jason Susdorf's TD Ameritrade Institutional Experience November 2014 - Present
Job Coaching a team to deliver superior service, operational efficiencies, and investment solutions to independent RIA’s
Industry Financial Services
Experience
TD Ameritrade Institutional November 2014 - Present
TD Ameritrade Institutional November 2012 - November 2014
Scottrade January 2010 - November 2012
Best Buy June 2006 - March 2011
Skills
Investments, Brokerage Operations, Investment Advisory, NextGen, Series 7, Series 63, Investment Strategies, ETFs, Equities, Close Attention to...
Education
San Diego State University-California State University 2008 — 2010
BA, Finance
Solano Community College 2005 — 2008
Associate of Science (A.S.)
TD Ameritrade Institutional November 2014 - Present
TD Ameritrade Institutional November 2012 - November 2014
Scottrade January 2010 - November 2012
Best Buy June 2006 - March 2011
Skills
Investments, Brokerage Operations, Investment Advisory, NextGen, Series 7, Series 63, Investment Strategies, ETFs, Equities, Close Attention to...
Education
San Diego State University-California State University 2008 — 2010
BA, Finance
Solano Community College 2005 — 2008
Associate of Science (A.S.)
Cathy Linin Cathy Linin's TD Ameritrade Institutional Experience November 2013 - Present
Job Account Services Representative at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional November 2013 - Present
Halliburton August 2008 - March 2011
Attack! Marketing; Ascent Talent, Model, Promotion Ltd.; Encore Nationwide; EventPro Strategies; etc August 2007 - October 2008
Colgan Air, Inc. April 2008 - July 2008
TGSNOPEC Geophysical Co August 2007 - April 2008
Skills
Office Administration, Microsoft Office, Oil & Gas Industry, SAP Implementation, Database Administration, Proposal Writing, Supervisory Skills, Process Scheduler, Procurement, Operations Management, Logistics Management, Project Management, Program Management, Engineering, Manufacturing, Analysis, Leadership, SAP, Team Leadership, Time Management, Software Documentation, Microsoft Excel, Motivation, Training, Teamwork, Microsoft Word, Inventory Management, Troubleshooting, Logistics, Outlook, Quality Assurance, Customer Service, Data Analysis, Purchasing, Team Building, Contract Management, PowerPoint, Management, Inventory Control, Sales, Process Improvement
Education
University of North Texas 2012 — 2013
Bachelor of Business Administration (BBA), General Business, 3.526 cum laude
Tarrant County College 2011 — 2012
TD Ameritrade Institutional November 2013 - Present
Halliburton August 2008 - March 2011
Attack! Marketing; Ascent Talent, Model, Promotion Ltd.; Encore Nationwide; EventPro Strategies; etc August 2007 - October 2008
Colgan Air, Inc. April 2008 - July 2008
TGSNOPEC Geophysical Co August 2007 - April 2008
Skills
Office Administration, Microsoft Office, Oil & Gas Industry, SAP Implementation, Database Administration, Proposal Writing, Supervisory Skills, Process Scheduler, Procurement, Operations Management, Logistics Management, Project Management, Program Management, Engineering, Manufacturing, Analysis, Leadership, SAP, Team Leadership, Time Management, Software Documentation, Microsoft Excel, Motivation, Training, Teamwork, Microsoft Word, Inventory Management, Troubleshooting, Logistics, Outlook, Quality Assurance, Customer Service, Data Analysis, Purchasing, Team Building, Contract Management, PowerPoint, Management, Inventory Control, Sales, Process Improvement
Education
University of North Texas 2012 — 2013
Bachelor of Business Administration (BBA), General Business, 3.526 cum laude
Tarrant County College 2011 — 2012
Brendan Fisher Brendan Fisher's TD Ameritrade Institutional Experience September 2014 - Present
Job Client Relationship Manager at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional September 2014 - Present
TD Ameritrade September 2013 - September 2014
Wells Fargo Retail Finance October 2012 - September 2013
Wells Fargo April 2012 - October 2012
Red Oak Capital January 2012 - March 2012
Chik-Fil-A January 2008 - January 2011
Phi Mu Alpha Sinfonia January 2009 - January 2010
Consulting Resources January 2004 - January 2008
Skills
Sales Management, Financial Advisory, Cash Management, Risk Management, Interpersonal..., Financial and Strategic..., Analytical Skills, Proficient in Microsoft..., Series 63, Series 7, Loans, Microsoft Word, Event Planning, Social Media, Microsoft Excel, Banking, Microsoft Office, Financial Services, Mortgage Lending, PowerPoint, Finance, Cash Flow
Education
Texas Tech University 2007 — 2011
Bachelor of Arts (B.A.), Music
Birdville High School 2003 — 2007
TD Ameritrade Institutional September 2014 - Present
TD Ameritrade September 2013 - September 2014
Wells Fargo Retail Finance October 2012 - September 2013
Wells Fargo April 2012 - October 2012
Red Oak Capital January 2012 - March 2012
Chik-Fil-A January 2008 - January 2011
Phi Mu Alpha Sinfonia January 2009 - January 2010
Consulting Resources January 2004 - January 2008
Skills
Sales Management, Financial Advisory, Cash Management, Risk Management, Interpersonal..., Financial and Strategic..., Analytical Skills, Proficient in Microsoft..., Series 63, Series 7, Loans, Microsoft Word, Event Planning, Social Media, Microsoft Excel, Banking, Microsoft Office, Financial Services, Mortgage Lending, PowerPoint, Finance, Cash Flow
Education
Texas Tech University 2007 — 2011
Bachelor of Arts (B.A.), Music
Birdville High School 2003 — 2007
Hayes Walker Hayes Walker's TD Ameritrade Institutional Experience September 2014 - Present
Job Portfolio Accountant at TD Ameritrade Institutional
Industry Investment Management
Experience
TD Ameritrade Institutional September 2014 - Present
TD Ameritrade Institutional February 2013 - Present
UBS August 2011 - May 2012
Skills
Microsoft Excel, Access, VBA, PowerPoint, Financial Analysis, Equity Research
Education
University of Colorado at Boulder 2009 — 2012
Bachelor of Business Administration (BBA), Finance, General
TD Ameritrade Institutional September 2014 - Present
TD Ameritrade Institutional February 2013 - Present
UBS August 2011 - May 2012
Skills
Microsoft Excel, Access, VBA, PowerPoint, Financial Analysis, Equity Research
Education
University of Colorado at Boulder 2009 — 2012
Bachelor of Business Administration (BBA), Finance, General
Craig Cintron, CFP® Craig Cintron, CFP®'s TD Ameritrade Institutional Experience March 2015 - Present
Job Strategic Relationship Consultant at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional March 2015 - Present
New York Life Insurance Company March 2013 - March 2015
New York Life Insurance Company December 2011 - March 2013
New York Life Insurance Company May 2010 - December 2011
Cohen and Steers August 2008 - May 2010
Ameriprise Financial June 2005 - August 2008
Skills
Mutual Funds, Investments, Retirement, Fixed Annuities, Series 7, Wealth Management, Retirement Planning, Strategic Financial..., Insurance, Estate Planning, Finance, Asset Allocation, Sales, 401k, Separately Managed..., Strategy, Financial Planning, Investment Advisory, IRAs, Asset Protection, Multi-generational..., Leadership, Asset Management, Financial Advisory, Marketing, Management, Life Insurance, Securities, Wealth Preservation..., Banking, Portfolio Management, Investment Strategies, Protection..., Multi-Generational..., 401(k) Rollovers, Gifting Strategies, Succession Planning, Key Person Protection, Financial Services, Practice Management, CFP, Variable Annuities, Project Management, Technology Needs...
Education
The College of New Jersey 1997 — 2001
BS Business Administration, Marketing Specialization
Bergenfield High School
TD Ameritrade Institutional March 2015 - Present
New York Life Insurance Company March 2013 - March 2015
New York Life Insurance Company December 2011 - March 2013
New York Life Insurance Company May 2010 - December 2011
Cohen and Steers August 2008 - May 2010
Ameriprise Financial June 2005 - August 2008
Skills
Mutual Funds, Investments, Retirement, Fixed Annuities, Series 7, Wealth Management, Retirement Planning, Strategic Financial..., Insurance, Estate Planning, Finance, Asset Allocation, Sales, 401k, Separately Managed..., Strategy, Financial Planning, Investment Advisory, IRAs, Asset Protection, Multi-generational..., Leadership, Asset Management, Financial Advisory, Marketing, Management, Life Insurance, Securities, Wealth Preservation..., Banking, Portfolio Management, Investment Strategies, Protection..., Multi-Generational..., 401(k) Rollovers, Gifting Strategies, Succession Planning, Key Person Protection, Financial Services, Practice Management, CFP, Variable Annuities, Project Management, Technology Needs...
Education
The College of New Jersey 1997 — 2001
BS Business Administration, Marketing Specialization
Bergenfield High School
Mairead Kerr Mairead Kerr's TD Ameritrade Institutional Experience 2000 - 2010
Job Account Management/Administration
Industry Financial Services
Experience
The Job Store Staffing (Colorado) July 2015 - Present
Arapahoe House February 2012 - May 2015
TD Ameritrade Institutional 2000 - 2010
Skills
Compassion Fatigue, Personal Development, Stress Management, Group Therapy, Crisis Intervention, Mental Health, Mental Health Counseling, Counseling Psychology, Conflict Resolution, Psychotherapy, Case Management, Therapists, Treatment, Social Services, Mindfulness, Adolescents, Wellness, Holistic Health, Meditation, Public Speaking, Teaching, Healing
Education
Soul University, Penukonda 2010 — 2012
Soul Healing, Meditation
Nutrition Therapy Institute 2006 — 2008
Certified Nutrition Therapist, Holistic Health
University of Ulster 1994 — 1998
BA Hons Peace and Conflict Studies, Peace Studies and Conflict Resolution
The Job Store Staffing (Colorado) July 2015 - Present
Arapahoe House February 2012 - May 2015
TD Ameritrade Institutional 2000 - 2010
Skills
Compassion Fatigue, Personal Development, Stress Management, Group Therapy, Crisis Intervention, Mental Health, Mental Health Counseling, Counseling Psychology, Conflict Resolution, Psychotherapy, Case Management, Therapists, Treatment, Social Services, Mindfulness, Adolescents, Wellness, Holistic Health, Meditation, Public Speaking, Teaching, Healing
Education
Soul University, Penukonda 2010 — 2012
Soul Healing, Meditation
Nutrition Therapy Institute 2006 — 2008
Certified Nutrition Therapist, Holistic Health
University of Ulster 1994 — 1998
BA Hons Peace and Conflict Studies, Peace Studies and Conflict Resolution
Bob Groves's TD Ameritrade Institutional Experience April 2013 - Present
Job Institutional Strategy Desk Senior Strategist at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional April 2013 - Present
thinkorswim January 2008 - April 2013
Consolidated Trading October 2003 - October 2007
CBOE May 1984 - October 2003
Skills
Trading, Options, Equities, Series 7, Volatility, Market Risk, ETFs, Equity Trading, Investment Strategies, Series 63, Stocks, Risk Management, Portfolio Management, Hedging, Securities, Financial Markets, Trading Systems, Equity Derivatives, Trading Strategies, Electronic Trading, Technical Analysis, Derivatives, FINRA, Hedge Funds, Investments, Bloomberg, Options Strategies, Alternative Investments, Bonds, Fixed Income, Investment Advisory, Capital Markets, Mutual Funds, Asset Allocation
Education
North Central College 1980 — 1984
BS, Accounting
University of Illinois at Urbana-Champaign 1979 — 1983
TD Ameritrade Institutional April 2013 - Present
thinkorswim January 2008 - April 2013
Consolidated Trading October 2003 - October 2007
CBOE May 1984 - October 2003
Skills
Trading, Options, Equities, Series 7, Volatility, Market Risk, ETFs, Equity Trading, Investment Strategies, Series 63, Stocks, Risk Management, Portfolio Management, Hedging, Securities, Financial Markets, Trading Systems, Equity Derivatives, Trading Strategies, Electronic Trading, Technical Analysis, Derivatives, FINRA, Hedge Funds, Investments, Bloomberg, Options Strategies, Alternative Investments, Bonds, Fixed Income, Investment Advisory, Capital Markets, Mutual Funds, Asset Allocation
Education
North Central College 1980 — 1984
BS, Accounting
University of Illinois at Urbana-Champaign 1979 — 1983
Kristina Ayr Kristina Ayr's TD Ameritrade Institutional Experience March 2015 - Present
Job Team Manager at TD Ameritrade Institutional
Industry Public Relations and Communications
Experience
TD Ameritrade Institutional March 2015 - Present
TD Ameritrade Institutional May 2013 - March 2015
TD Ameritrade November 2011 - May 2013
Coach Leatherware October 2006 - March 2012
Crusader Cheer and More December 2005 - August 2009
Skills
Sales, Customer Service, Public Relations, Microsoft Office, PowerPoint, Microsoft Excel, Adobe Creative Suite, InDesign, Photoshop, Outlook, Series 7, Series 63, Social Networking, Social Media, Advertising, Training, Employee Training, Microsoft Word, Time Management, CRM, Management, Leadership, Financial Services
Education
Texas Christian University 2007 — 2009
Bachelor's degree, Public Relations and Advertising
TD Ameritrade Institutional March 2015 - Present
TD Ameritrade Institutional May 2013 - March 2015
TD Ameritrade November 2011 - May 2013
Coach Leatherware October 2006 - March 2012
Crusader Cheer and More December 2005 - August 2009
Skills
Sales, Customer Service, Public Relations, Microsoft Office, PowerPoint, Microsoft Excel, Adobe Creative Suite, InDesign, Photoshop, Outlook, Series 7, Series 63, Social Networking, Social Media, Advertising, Training, Employee Training, Microsoft Word, Time Management, CRM, Management, Leadership, Financial Services
Education
Texas Christian University 2007 — 2009
Bachelor's degree, Public Relations and Advertising
Shelly Dukes Shelly Dukes's TD Ameritrade Institutional Experience September 2015 - Present
Job Relationship Manger at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade Institutional September 2015 - Present
Hines Securities, Inc. January 2015 - August 2015
Hines Securities, Inc. June 2012 - January 2015
International Technology Supply LLC September 2011 - May 2012
Education
University of Houston-Downtown 2007 — 2010
Bachelor's Degree, Communication, General
TD Ameritrade Institutional September 2015 - Present
Hines Securities, Inc. January 2015 - August 2015
Hines Securities, Inc. June 2012 - January 2015
International Technology Supply LLC September 2011 - May 2012
Education
University of Houston-Downtown 2007 — 2010
Bachelor's Degree, Communication, General
Dan Weingarten's TD Ameritrade Institutional Experience 1998 - 2000
Job
Industry Capital Markets
Experience
ITG 2011 - Present
Penson Financial Services 2007 - 2011
NYFIX 2003 - 2007
The Island ECN 2000 - 2003
Credit Suisse 2000 - 2000
TD Ameritrade Institutional 1998 - 2000
Education
University of Delaware
BSBA, Business Administration/Marketing
ITG 2011 - Present
Penson Financial Services 2007 - 2011
NYFIX 2003 - 2007
The Island ECN 2000 - 2003
Credit Suisse 2000 - 2000
TD Ameritrade Institutional 1998 - 2000
Education
University of Delaware
BSBA, Business Administration/Marketing
Eric Kullich's TD Ameritrade Institutional Experience 2001 - Present
Job Assisting RIA's in current trends, technology and growth initiatives through TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade February 2001 - Present
TD Ameritrade Institutional 2001 - Present
Skills
Series 7, Mutual Funds, Series 63
Education
University of Massachusetts, Amherst 1991 — 1996
TD Ameritrade February 2001 - Present
TD Ameritrade Institutional 2001 - Present
Skills
Series 7, Mutual Funds, Series 63
Education
University of Massachusetts, Amherst 1991 — 1996
Killilea, Ryan's TD Ameritrade Institutional Experience June 2014 - Present
Job Advisor Transition Consultant at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional June 2014 - Present
TD Ameritrade Institutional December 2012 - June 2014
TD Ameritrade Institutional September 2007 - December 2012
Skills
Investment Advisory, Series 7, Securities, Process Improvement, Mutual Funds, Series 63, Wealth Management, Financial Analysis, Microsoft Excel, Asset Management, Financial Planning, Financial Services, Microsoft Office, Salesforce.com
Education
San Diego State University-California State University 1998 — 2004
Bachelor of Science (BS), Finance, General
TD Ameritrade Institutional June 2014 - Present
TD Ameritrade Institutional December 2012 - June 2014
TD Ameritrade Institutional September 2007 - December 2012
Skills
Investment Advisory, Series 7, Securities, Process Improvement, Mutual Funds, Series 63, Wealth Management, Financial Analysis, Microsoft Excel, Asset Management, Financial Planning, Financial Services, Microsoft Office, Salesforce.com
Education
San Diego State University-California State University 1998 — 2004
Bachelor of Science (BS), Finance, General
Brian Harriman's TD Ameritrade Institutional Experience August 2013 - Present
Job Senior Manager at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional August 2013 - Present
TD Ameritrade August 2008 - April 2013
Toastmasters International 2011 - 2011
First Trust Corporation 2004 - August 2008
Computershare US June 1999 - August 2004
Merrill Lynch 1997 - 1999
Merrill Lynch 1996 - 1997
Skills
Mutual Funds, Series 7, Retirement Planning, Series 63, 401k, Retirement, Wealth Management, Investment Advisory, Asset Allocation, Financial Services, Financial Planning, Pensions, Equities, Investments, Management
Education
Regis University
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
TD Ameritrade Institutional August 2013 - Present
TD Ameritrade August 2008 - April 2013
Toastmasters International 2011 - 2011
First Trust Corporation 2004 - August 2008
Computershare US June 1999 - August 2004
Merrill Lynch 1997 - 1999
Merrill Lynch 1996 - 1997
Skills
Mutual Funds, Series 7, Retirement Planning, Series 63, 401k, Retirement, Wealth Management, Investment Advisory, Asset Allocation, Financial Services, Financial Planning, Pensions, Equities, Investments, Management
Education
Regis University
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Randy Magdaluyo's TD Ameritrade Institutional Experience June 2014 - Present
Job Program Manager, Business Development at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional June 2014 - Present
Accenture January 2014 - June 2014
Fidelity Institutional Wealth Services October 2010 - January 2014
Xealot, Inc. April 2009 - December 2009
State Street June 2001 - February 2009
Andersen Consulting (now Accenture) October 1999 - May 2001
Skills
Wealth Management, Financial Services, Relationship Management, Investments, Management, Outsourcing, Consulting, Business Analysis
Education
UCLA Anderson School of Management
MBA
San Diego State University-California State University
Bachelor of Science
TD Ameritrade Institutional June 2014 - Present
Accenture January 2014 - June 2014
Fidelity Institutional Wealth Services October 2010 - January 2014
Xealot, Inc. April 2009 - December 2009
State Street June 2001 - February 2009
Andersen Consulting (now Accenture) October 1999 - May 2001
Skills
Wealth Management, Financial Services, Relationship Management, Investments, Management, Outsourcing, Consulting, Business Analysis
Education
UCLA Anderson School of Management
MBA
San Diego State University-California State University
Bachelor of Science
W. John McCartin's TD Ameritrade Institutional Experience 2005 - Present
Job Owner of First Financial Security, LLC
Industry Financial Services
Experience
First Financial Security, LLC January 1998 - Present
TD Ameritrade Institutional 2005 - Present
MassMutual Financial Group 1995 - 2005
Butcher and Singer 1993 - 1995
Famous Artists 1988 - 1991
T.V. Guide June 1984 - June 1988
Skills
Customer Service, Business Development, Consulting, Sales, Sales Management, Insurance, Marketing, New Business Development, Coaching, Team Building, Small Business, Entrepreneurship, Direct Sales, Real Estate, Advertising, Public Speaking, Leadership, Strategic Planning, Marketing Strategy, Start-ups, Social Media Marketing, Team Leadership, Training, Negotiation, Business Planning, Leadership Development, Social Networking, Fundraising, Account Management, Social Media, Event Planning, Budgets, Cold Calling, Management, Marketing Communications, Home Based Business, Business Networking, Online Marketing, Selling, Customer Satisfaction
Education
Santa Clara University 1960 — 1962
Political Science, Business
Bellarmine College Preparatory 1956 — 1960
college preparatory, Liberal Arts and Sciences, General Studies and Humanities
First Financial Security, LLC January 1998 - Present
TD Ameritrade Institutional 2005 - Present
MassMutual Financial Group 1995 - 2005
Butcher and Singer 1993 - 1995
Famous Artists 1988 - 1991
T.V. Guide June 1984 - June 1988
Skills
Customer Service, Business Development, Consulting, Sales, Sales Management, Insurance, Marketing, New Business Development, Coaching, Team Building, Small Business, Entrepreneurship, Direct Sales, Real Estate, Advertising, Public Speaking, Leadership, Strategic Planning, Marketing Strategy, Start-ups, Social Media Marketing, Team Leadership, Training, Negotiation, Business Planning, Leadership Development, Social Networking, Fundraising, Account Management, Social Media, Event Planning, Budgets, Cold Calling, Management, Marketing Communications, Home Based Business, Business Networking, Online Marketing, Selling, Customer Satisfaction
Education
Santa Clara University 1960 — 1962
Political Science, Business
Bellarmine College Preparatory 1956 — 1960
college preparatory, Liberal Arts and Sciences, General Studies and Humanities
Boris Kontsov's TD Ameritrade Institutional Experience May 2013 - Present
Job Java Developer II at TD Ameritrade Institutional
Industry Computer Software
Experience
TD Ameritrade Institutional May 2013 - Present
Dovetail February 2011 - May 2013
ExpertPlan May 2010 - February 2011
Spanish Academic Journal October 2009 - March 2010
Lightspeed Research May 2008 - September 2009
SAIC September 2007 - April 2008
UPS January 2007 - August 2007
Celerant Technologies April 2006 - January 2007
Business Control Systems Corporation June 2005 - April 2006
New Jersey Institute of Technology September 2003 - June 2005
Skills
Hibernate, Spring, JSP, Struts, Servlets, Tomcat, JDBC, EJB, Eclipse, Ant, JUnit, XML, Java Enterprise Edition, JBoss Application Server, JMS
Education
Rutgers, The State University of New Jersey-Newark 2008 — 2013
MBA, Business, Finance, Strategic Management
New Jersey Institute of Technology 2003 — 2004
MS, CS
Globe Institute of Technology 2000 — 2002
BS, Computer Science
Academy of Communications, Odessa, Ukraine 1987 — 1992
BS, Radio Communications
TD Ameritrade Institutional May 2013 - Present
Dovetail February 2011 - May 2013
ExpertPlan May 2010 - February 2011
Spanish Academic Journal October 2009 - March 2010
Lightspeed Research May 2008 - September 2009
SAIC September 2007 - April 2008
UPS January 2007 - August 2007
Celerant Technologies April 2006 - January 2007
Business Control Systems Corporation June 2005 - April 2006
New Jersey Institute of Technology September 2003 - June 2005
Skills
Hibernate, Spring, JSP, Struts, Servlets, Tomcat, JDBC, EJB, Eclipse, Ant, JUnit, XML, Java Enterprise Edition, JBoss Application Server, JMS
Education
Rutgers, The State University of New Jersey-Newark 2008 — 2013
MBA, Business, Finance, Strategic Management
New Jersey Institute of Technology 2003 — 2004
MS, CS
Globe Institute of Technology 2000 — 2002
BS, Computer Science
Academy of Communications, Odessa, Ukraine 1987 — 1992
BS, Radio Communications
Surya Talla's TD Ameritrade Institutional Experience March 2012 - August 2014
Job Senior Web Developer at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo August 2014 - Present
TD Ameritrade Institutional March 2012 - August 2014
Ally Financial Inc. August 2011 - February 2012
Union Pacific Railroad November 2007 - August 2011
EPL November 2006 - July 2007
Federal Communications Commission November 2005 - November 2006
AXA Advisors September 2005 - November 2005
Humana September 2004 - August 2005
University of Alabama at Birmingham August 2002 - September 2004
Skills
JSP, Web Services, XML, J2EE, Java, SQL, JavaScript, Spring, Hibernate, jQuery, Linux, HTML, Unix, Struts, EJB, PL/SQL, AJAX, Software Development, SOA, CSS, Servlets, Tomcat, Subversion, MySQL, SOAP, JDBC, Sybase, Weblogic, Agile, ClearCase, Web Development, Websphere, PHP, Windows, DB2, C, C++, SQL Server, Maven, Dojo, JSF, Microsoft SQL Server, Java Enterprise Edition, JUnit, Ant, Design Patterns, JMS, Scrum, XSLT
Education
University of Alabama at Birmingham 2002 — 2004
Master of Science
Osmania University 1997 — 2001
Bachelor of Engineering
Wells Fargo August 2014 - Present
TD Ameritrade Institutional March 2012 - August 2014
Ally Financial Inc. August 2011 - February 2012
Union Pacific Railroad November 2007 - August 2011
EPL November 2006 - July 2007
Federal Communications Commission November 2005 - November 2006
AXA Advisors September 2005 - November 2005
Humana September 2004 - August 2005
University of Alabama at Birmingham August 2002 - September 2004
Skills
JSP, Web Services, XML, J2EE, Java, SQL, JavaScript, Spring, Hibernate, jQuery, Linux, HTML, Unix, Struts, EJB, PL/SQL, AJAX, Software Development, SOA, CSS, Servlets, Tomcat, Subversion, MySQL, SOAP, JDBC, Sybase, Weblogic, Agile, ClearCase, Web Development, Websphere, PHP, Windows, DB2, C, C++, SQL Server, Maven, Dojo, JSF, Microsoft SQL Server, Java Enterprise Edition, JUnit, Ant, Design Patterns, JMS, Scrum, XSLT
Education
University of Alabama at Birmingham 2002 — 2004
Master of Science
Osmania University 1997 — 2001
Bachelor of Engineering
Rey Pajarillo's TD Ameritrade Institutional Experience July 2010 - Present
Job Senior Product Manager at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional July 2010 - Present
LPL Financial Services September 2006 - July 2010
ING Advisors Network July 1997 - August 2006
Skills
Series 7, Series 24, Retirement, Investments, Securities, Mutual Funds, Financial Services, Portfolio Management, Retirement Planning, Investment Advisory, FINRA, Asset Management, Wealth Management, Relationship Management, Investment Strategies, Alternative Investments, Financial Advisory, Asset Allocation, Series 63, Investment Management, Strategic Financial...
Education
University of California, Berkeley 1995 — 1997
Bachelor of Arts (BA), Economics
NHS
NHS
NHS
NHS
NHS
TD Ameritrade Institutional July 2010 - Present
LPL Financial Services September 2006 - July 2010
ING Advisors Network July 1997 - August 2006
Skills
Series 7, Series 24, Retirement, Investments, Securities, Mutual Funds, Financial Services, Portfolio Management, Retirement Planning, Investment Advisory, FINRA, Asset Management, Wealth Management, Relationship Management, Investment Strategies, Alternative Investments, Financial Advisory, Asset Allocation, Series 63, Investment Management, Strategic Financial...
Education
University of California, Berkeley 1995 — 1997
Bachelor of Arts (BA), Economics
NHS
NHS
NHS
NHS
NHS
Lin Giles's TD Ameritrade Institutional Experience August 2015 - September 2015
Job Relationships Manager
Industry Computer Hardware
Experience
TD Ameritrade Institutional August 2015 - September 2015
TD Ameritrade Institutional December 2014 - February 2015
Kaiser Permanente (Temporary Assignment) July 2014 - November 2014
BAE September 2013 - March 2014
McAlister Institute July 2012 - September 2013
Quest Software June 2011 - December 2011
Cox Communications December 2009 - January 2011
RadioRadioSL May 2006 - June 2010
Entropic Communications April 2008 - August 2008
Entropic Communications April 2008 - August 2008
Skills
Outlook, Office Management, Administrative..., Software Documentation, Project Management, Program Management, Human Resources, Management, Administration, Process Scheduler, Event Planning, Data Entry, Invoicing, Administrative..., Social Media, Team Building, Training, Research, Microsoft Office
Education
San Diego City College 2009 — 2013
Certificate of Achievement AODS, Alcohol and Drug Counseling
TD Ameritrade Institutional August 2015 - September 2015
TD Ameritrade Institutional December 2014 - February 2015
Kaiser Permanente (Temporary Assignment) July 2014 - November 2014
BAE September 2013 - March 2014
McAlister Institute July 2012 - September 2013
Quest Software June 2011 - December 2011
Cox Communications December 2009 - January 2011
RadioRadioSL May 2006 - June 2010
Entropic Communications April 2008 - August 2008
Entropic Communications April 2008 - August 2008
Skills
Outlook, Office Management, Administrative..., Software Documentation, Project Management, Program Management, Human Resources, Management, Administration, Process Scheduler, Event Planning, Data Entry, Invoicing, Administrative..., Social Media, Team Building, Training, Research, Microsoft Office
Education
San Diego City College 2009 — 2013
Certificate of Achievement AODS, Alcohol and Drug Counseling
Nicholas Gaugler's TD Ameritrade Institutional Experience October 2014 - Present
Job Program Manager at TD Ameritrade Institutional
Industry Investment Management
Experience
TD Ameritrade Institutional October 2014 - Present
TD Ameritrade Institutional October 2012 - October 2014
TD Ameritrade Institutional October 2010 - October 2012
TD Ameritrade Institutional October 2009 - October 2010
TD Ameritrade September 2007 - October 2009
Education
The University of Texas at Arlington 2000 — 2005
Bachelor's Degree, Communications
TD Ameritrade Institutional October 2014 - Present
TD Ameritrade Institutional October 2012 - October 2014
TD Ameritrade Institutional October 2010 - October 2012
TD Ameritrade Institutional October 2009 - October 2010
TD Ameritrade September 2007 - October 2009
Education
The University of Texas at Arlington 2000 — 2005
Bachelor's Degree, Communications
Thomas Nally's TD Ameritrade Institutional Experience February 2012 - Present
Job President, TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional February 2012 - Present
TD Ameritrade Institutional January 1994 - February 2012
Skills
Series 7, Series 24, Series 63, Wealth Management, Investment Advisory, Retirement Planning, Wealth Management..., Fixed Income, Financial Services, Mutual Funds, Asset Management, Bonds, ETFs, Portfolio Management, Financial Planning, Securities, Options, Financial Advisory, Retirement, Asset Allocation, Trading, FINRA, Risk Management, Finance, Alternative Investments, Investments, Brokerage, Financial Markets, Investment Management, Series 65, Investment Strategies, Strategic Financial..., Strategic Planning, IRAs, Management, Estate Planning, 401k, Separately Managed..., Uniform Combined State...
Education
Rider University 1989 — 1993
BS, Finance
TD Ameritrade Institutional February 2012 - Present
TD Ameritrade Institutional January 1994 - February 2012
Skills
Series 7, Series 24, Series 63, Wealth Management, Investment Advisory, Retirement Planning, Wealth Management..., Fixed Income, Financial Services, Mutual Funds, Asset Management, Bonds, ETFs, Portfolio Management, Financial Planning, Securities, Options, Financial Advisory, Retirement, Asset Allocation, Trading, FINRA, Risk Management, Finance, Alternative Investments, Investments, Brokerage, Financial Markets, Investment Management, Series 65, Investment Strategies, Strategic Financial..., Strategic Planning, IRAs, Management, Estate Planning, 401k, Separately Managed..., Uniform Combined State...
Education
Rider University 1989 — 1993
BS, Finance
Patrick McCuen's TD Ameritrade Institutional Experience February 2014 - Present
Job Sales Specialist at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional February 2014 - Present
TD Ameritrade Institutional October 2010 - January 2014
Clear View Windows March 2008 - October 2010
Napa Wealth Management February 2003 - August 2007
Skills
Series 7, Series 63, Mutual Funds, Wealth Management, Securities, Investments, Portfolio Management, Asset Allocation, Asset Management, Financial Analysis, Salesforce.com, ETFs, Relationship Management, Investment Advisory
Education
Florence University of the Arts 2007 — 2007
Point Loma Nazarene University 2005 — 2007
Bachelor of Science (BS), Business Administration and Management, General
TD Ameritrade Institutional February 2014 - Present
TD Ameritrade Institutional October 2010 - January 2014
Clear View Windows March 2008 - October 2010
Napa Wealth Management February 2003 - August 2007
Skills
Series 7, Series 63, Mutual Funds, Wealth Management, Securities, Investments, Portfolio Management, Asset Allocation, Asset Management, Financial Analysis, Salesforce.com, ETFs, Relationship Management, Investment Advisory
Education
Florence University of the Arts 2007 — 2007
Point Loma Nazarene University 2005 — 2007
Bachelor of Science (BS), Business Administration and Management, General
Jeffrey Zabel's TD Ameritrade Institutional Experience October 2005 - Present
Job Expertise leading Advisors in Transition to the RIA model. Have knowledge/experience to improve advisors bottom line.
Industry Financial Services
Experience
TD Ameritrade Institutional October 2005 - Present
TD Ameritrade Institutional 2005 - Present
Schwab Advisor Services 1994 - 2005
Skills
Wealth Management, Series 7, Series 63, Financial Services, Retirement
Education
Northeastern University
Masters, Education Administration
Northeastern University
TD Ameritrade Institutional October 2005 - Present
TD Ameritrade Institutional 2005 - Present
Schwab Advisor Services 1994 - 2005
Skills
Wealth Management, Series 7, Series 63, Financial Services, Retirement
Education
Northeastern University
Masters, Education Administration
Northeastern University
Paul Surowiec's TD Ameritrade Institutional Experience August 2011 - August 2012
Job Managing Director at TDAmeritrade
Industry Financial Services
Experience
TDAmeritrade August 2012 - Present
TD Ameritrade Institutional August 2011 - August 2012
TD AMERITRADE January 2001 - August 2011
TD Waterhouse September 1993 - February 2001
Education
Rider University 1988 — 1992
Bachelor's degree, Accounting
TDAmeritrade August 2012 - Present
TD Ameritrade Institutional August 2011 - August 2012
TD AMERITRADE January 2001 - August 2011
TD Waterhouse September 1993 - February 2001
Education
Rider University 1988 — 1992
Bachelor's degree, Accounting
Elizabeth Wavra's TD Ameritrade Institutional Experience October 2012 - Present
Job Senior Manager Advisor Relations at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional October 2012 - Present
TD Ameritrade June 2011 - October 2012
Bachrach & Associates March 2007 - April 2008
TD Hays 1992 - 2005
Skills
Coaching, Team Building, Series 63, Financial Services, Team Leadership, Training, Salesforce.com, Time Management, Leadership, Business Development, Employee Training, Business Planning, Strategic Planning, Leadership Development, Executive Coaching, Workshop Facilitation, Strategy, Management, Wealth Management, Risk Management, Series 7, Public Speaking, Program Management, Analysis, Small Business, Portfolio Management
Education
San Diego State University-California State University
BA, History, Religious Studies
TD Ameritrade Institutional October 2012 - Present
TD Ameritrade June 2011 - October 2012
Bachrach & Associates March 2007 - April 2008
TD Hays 1992 - 2005
Skills
Coaching, Team Building, Series 63, Financial Services, Team Leadership, Training, Salesforce.com, Time Management, Leadership, Business Development, Employee Training, Business Planning, Strategic Planning, Leadership Development, Executive Coaching, Workshop Facilitation, Strategy, Management, Wealth Management, Risk Management, Series 7, Public Speaking, Program Management, Analysis, Small Business, Portfolio Management
Education
San Diego State University-California State University
BA, History, Religious Studies
Bret Londer's TD Ameritrade Institutional Experience April 2013 - Present
Job Team Manager at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional April 2013 - Present
Apogee, LLC February 2009 - Present
TD Ameritrade January 2012 - April 2013
TD Ameritrade January 2010 - December 2011
Bank of the West October 2007 - December 2009
Bank of the West 2007 - 2008
Best Buy November 2004 - August 2007
Old Navy July 2003 - June 2004
Skills
Banking, Investments, Portfolio Management, Series 7, Financial Services, Management, Customer Service, Mutual Funds, Financial Analysis, Risk Management, Loans, Credit, Relationship Management, Securities, Wealth Management
Education
Nebraska Wesleyan University 2000 — 2007
Political Science, Political Science and Government
Kearney High School 1996 — 2000
Tecnológico de Monterrey
Spanish Language and Literature
TD Ameritrade Institutional April 2013 - Present
Apogee, LLC February 2009 - Present
TD Ameritrade January 2012 - April 2013
TD Ameritrade January 2010 - December 2011
Bank of the West October 2007 - December 2009
Bank of the West 2007 - 2008
Best Buy November 2004 - August 2007
Old Navy July 2003 - June 2004
Skills
Banking, Investments, Portfolio Management, Series 7, Financial Services, Management, Customer Service, Mutual Funds, Financial Analysis, Risk Management, Loans, Credit, Relationship Management, Securities, Wealth Management
Education
Nebraska Wesleyan University 2000 — 2007
Political Science, Political Science and Government
Kearney High School 1996 — 2000
Tecnológico de Monterrey
Spanish Language and Literature
Sam Thigpen's TD Ameritrade Institutional Experience March 2000 - Present
Job Institutional Relationship Manager
Industry Financial Services
Experience
TD Ameritrade Institutional March 2000 - Present
Skills
Series 7, Series 63, Wealth Management, Investment Advisory, Mutual Funds, Securities, Series 24, FINRA, Uniform Combined State..., Asset Allocation, Financial Services, Investments
Education
Texas State University 1988 — 1993
TD Ameritrade Institutional March 2000 - Present
Skills
Series 7, Series 63, Wealth Management, Investment Advisory, Mutual Funds, Securities, Series 24, FINRA, Uniform Combined State..., Asset Allocation, Financial Services, Investments
Education
Texas State University 1988 — 1993
Bradley Berry's TD Ameritrade Institutional Experience April 2000 - January 2004
Job Northeast Sales
Industry Computer Software
Experience
Bronto Software July 2015 - Present
ExpenseWire June 2014 - July 2015
ADP April 2013 - June 2014
Verizon Wireless September 2011 - April 2013
Verizon Wireless January 2006 - September 2011
Fidelity Mortgage Bank January 2004 - January 2006
TD Ameritrade Institutional April 2000 - January 2004
Morgan Stanley February 1998 - April 2000
Skills
Account Management, Direct Sales, Management, Solution Selling, Sales Process, Salesforce.com, Cold Calling, Sales Management, SaaS, Sales Operations, Wireless, Sales, Telecommunications, Selling, M2M, Customer Retention, Mobile Devices, B2B, Strategic Partnerships, Sales Presentations, Managed Services, Unified Communications, Enterprise Software, Leadership, CRM, Business Development, Strategic Planning, New Business Development
Education
Queens College
Bachelor of Arts (B.A.), Economics
Bronto Software July 2015 - Present
ExpenseWire June 2014 - July 2015
ADP April 2013 - June 2014
Verizon Wireless September 2011 - April 2013
Verizon Wireless January 2006 - September 2011
Fidelity Mortgage Bank January 2004 - January 2006
TD Ameritrade Institutional April 2000 - January 2004
Morgan Stanley February 1998 - April 2000
Skills
Account Management, Direct Sales, Management, Solution Selling, Sales Process, Salesforce.com, Cold Calling, Sales Management, SaaS, Sales Operations, Wireless, Sales, Telecommunications, Selling, M2M, Customer Retention, Mobile Devices, B2B, Strategic Partnerships, Sales Presentations, Managed Services, Unified Communications, Enterprise Software, Leadership, CRM, Business Development, Strategic Planning, New Business Development
Education
Queens College
Bachelor of Arts (B.A.), Economics
Daneen Wolf's TD Ameritrade Institutional Experience May 2010 - January 2012
Job Marketing Communications
Industry Marketing and Advertising
Experience
Hawes Financial Group March 2012 - September 2014
TD Ameritrade Institutional May 2010 - January 2012
Skills
Marketing, Social Media, Event Planning, Online Advertising, Marketing Strategy, Marketing Communications, Event Management, Public Relations, Web Content, Proposal Writing, Salesforce, Sugar, CRM, Grassroots Fundraising
Education
University of California San Diego
San Diego Mesa College
Hawes Financial Group March 2012 - September 2014
TD Ameritrade Institutional May 2010 - January 2012
Skills
Marketing, Social Media, Event Planning, Online Advertising, Marketing Strategy, Marketing Communications, Event Management, Public Relations, Web Content, Proposal Writing, Salesforce, Sugar, CRM, Grassroots Fundraising
Education
University of California San Diego
San Diego Mesa College
Mary Merlo's TD Ameritrade Institutional Experience September 2012 - Present
Job Cash Management at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional September 2012 - Present
Home February 2008 - September 2012
TIAA-CREF September 2007 - February 2008
TD Ameritrade December 2005 - September 2007
TD Ameritrade June 2004 - December 2005
TD Ameritrade December 2002 - June 2004
Saint-Gobain Abrasives September 1996 - September 2002
Skills
Call Centers, Training, Customer Service, Management, Portfolio Management, Financial Services, Equities, Microsoft Office, Finance, Accounting, Time Management, Sales, Outlook, IRAs, Microsoft Excel, Team Building, Access, PowerPoint, Salesforce.com, Microsoft Word, Call Center, Data Entry, Inventory Control, Forklift Operator, Invoicing, Networking, Office Administration, Windows, Retail, 401k, Job Coaching, Subject Matter Experts, Series 7, Investments
Education
Texas State Technical College 2000 — 2002
Associate, Applied Science/Computer Networking
TD Ameritrade Institutional September 2012 - Present
Home February 2008 - September 2012
TIAA-CREF September 2007 - February 2008
TD Ameritrade December 2005 - September 2007
TD Ameritrade June 2004 - December 2005
TD Ameritrade December 2002 - June 2004
Saint-Gobain Abrasives September 1996 - September 2002
Skills
Call Centers, Training, Customer Service, Management, Portfolio Management, Financial Services, Equities, Microsoft Office, Finance, Accounting, Time Management, Sales, Outlook, IRAs, Microsoft Excel, Team Building, Access, PowerPoint, Salesforce.com, Microsoft Word, Call Center, Data Entry, Inventory Control, Forklift Operator, Invoicing, Networking, Office Administration, Windows, Retail, 401k, Job Coaching, Subject Matter Experts, Series 7, Investments
Education
Texas State Technical College 2000 — 2002
Associate, Applied Science/Computer Networking
Sathyanarayanan Gokarnesan's TD Ameritrade Institutional Experience November 2012 - Present
Job Technical Lead / Lead Developer
Industry Information Technology and Services
Experience
Educational Testing Service (ETS) March 2014 - Present
TD Ameritrade Institutional November 2012 - Present
Investools November 2012 - Present
Mphasis November 2008 - Present
Oracle Financial Software Services May 2005 - November 2008
Bear Stearns June 2007 - August 2008
LightSurf Technologies, A Verisign Company July 2003 - April 2005
Skills
Java Enterprise Edition, Design Patterns, Java, Struts, Web Services, Spring, Hibernate, JSP, Core Java, JavaScript, Ant, Web Development, Spring Framework, jQuery, J2EE, Microsoft SQL Server, tile, AOP, HTML + CSS, Data Structures
Education
AG Metric
National Institute of Technology Karnataka
Bachelor of Engineering (BE), Electrical, Electronic and Communications Engineering Technology/Technician
Educational Testing Service (ETS) March 2014 - Present
TD Ameritrade Institutional November 2012 - Present
Investools November 2012 - Present
Mphasis November 2008 - Present
Oracle Financial Software Services May 2005 - November 2008
Bear Stearns June 2007 - August 2008
LightSurf Technologies, A Verisign Company July 2003 - April 2005
Skills
Java Enterprise Edition, Design Patterns, Java, Struts, Web Services, Spring, Hibernate, JSP, Core Java, JavaScript, Ant, Web Development, Spring Framework, jQuery, J2EE, Microsoft SQL Server, tile, AOP, HTML + CSS, Data Structures
Education
AG Metric
National Institute of Technology Karnataka
Bachelor of Engineering (BE), Electrical, Electronic and Communications Engineering Technology/Technician
Scott Monroe's TD Ameritrade Institutional Experience 2005 - Present
Job VP Institutional Sales at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade 2005 - Present
TD Ameritrade Institutional 2005 - Present
Fidelity Investments October 2002 - October 2005
Skills
Series 7, Investment Advisory, Series 63, Institutional Sales, Securities, Risk Management, Mutual Funds, Options, Financial Services, Alternative Investments, Asset Management, Hedge Funds, Management, ETFs, Retirement, FINRA, Wealth Management, Retirement Planning, Fixed Income, Asset Allocation, Investments, Equities, Investment Strategies, Portfolio Management
Education
University of Hawaii at Manoa 1990 — 1993
BA, International Business
TD Ameritrade 2005 - Present
TD Ameritrade Institutional 2005 - Present
Fidelity Investments October 2002 - October 2005
Skills
Series 7, Investment Advisory, Series 63, Institutional Sales, Securities, Risk Management, Mutual Funds, Options, Financial Services, Alternative Investments, Asset Management, Hedge Funds, Management, ETFs, Retirement, FINRA, Wealth Management, Retirement Planning, Fixed Income, Asset Allocation, Investments, Equities, Investment Strategies, Portfolio Management
Education
University of Hawaii at Manoa 1990 — 1993
BA, International Business
Andrew Hyland's TD Ameritrade Institutional Experience September 2009 - December 2013
Job Senior Business Analyst at LPL Financial
Industry Financial Services
Experience
LPL Financial March 2015 - Present
Encore Capital Group December 2013 - March 2015
TD Ameritrade Institutional September 2009 - December 2013
Skills
Series 7, Series 63, Series 24, Mutual Funds, Securities, Fixed Income, Financial Analysis, Hedge Funds, Uniform Combined State..., Asset Managment, Investment Management, Asset Allocation, ETFs, Wealth Management, Alternative Investments, FINRA, Portfolio Management, Investment Advisory, Investments, Equities
Education
San Diego State University-California State University 2005 — 2009
BS, Finance
Live Oak High 2001 — 2005
LPL Financial March 2015 - Present
Encore Capital Group December 2013 - March 2015
TD Ameritrade Institutional September 2009 - December 2013
Skills
Series 7, Series 63, Series 24, Mutual Funds, Securities, Fixed Income, Financial Analysis, Hedge Funds, Uniform Combined State..., Asset Managment, Investment Management, Asset Allocation, ETFs, Wealth Management, Alternative Investments, FINRA, Portfolio Management, Investment Advisory, Investments, Equities
Education
San Diego State University-California State University 2005 — 2009
BS, Finance
Live Oak High 2001 — 2005
David Albin's TD Ameritrade Institutional Experience December 2012 - November 2013
Job Investment Advisory Compliance Analyst at First Allied Securities
Industry Financial Services
Experience
First Allied Securities November 2013 - Present
TD Ameritrade Institutional December 2012 - November 2013
TD Ameritrade Institutional December 2009 - December 2012
Bacara Resort and Spa July 2007 - December 2008
Skills
Series 7, Series 63, Financial Analysis, Series 66, Equity Valuation, Mutual Funds, FX Spot, Investment Advisory, Asset Allocation, FX trading, Currency Futures, Financial Services, Asset Management, Fixed Income, Equities, Uniform Combined State..., Securities, Wealth Management, Options, Investment Strategies, Portfolio Management, Options Strategies, FINRA, Trading
Education
University of California, Santa Barbara
BA, Philosophy
First Allied Securities November 2013 - Present
TD Ameritrade Institutional December 2012 - November 2013
TD Ameritrade Institutional December 2009 - December 2012
Bacara Resort and Spa July 2007 - December 2008
Skills
Series 7, Series 63, Financial Analysis, Series 66, Equity Valuation, Mutual Funds, FX Spot, Investment Advisory, Asset Allocation, FX trading, Currency Futures, Financial Services, Asset Management, Fixed Income, Equities, Uniform Combined State..., Securities, Wealth Management, Options, Investment Strategies, Portfolio Management, Options Strategies, FINRA, Trading
Education
University of California, Santa Barbara
BA, Philosophy
Jennifer Bernard's TD Ameritrade Institutional Experience July 2013 - Present
Job Senior Relationship Manager at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional July 2013 - Present
TD Ameritrade Institutional November 2012 - June 2013
TD Ameritrade November 2011 - December 2012
TD Ameritrade March 2011 - November 2011
TD Ameritrade October 2010 - March 2011
TD Ameritrade October 2009 - October 2010
TD Ameritrade March 2007 - October 2010
Skills
Options, Series 63, Series 24, Securities, Mutual Funds, Financial Services, Investments, Brokerage, AML, Series 7, Series 4, ACATS, Brokerage Operations, Lean Management, Asset Managment, Alternative Investments, Financial Advisory, Asset Allocation, Brokers, 401k, Asset Management, FINRA, Portfolio Management, Hedge Funds, Relationship Management, Back Office
Education
Texas Woman's University 1996 — 2000
Bachelor of Arts, Drama
TD Ameritrade Institutional July 2013 - Present
TD Ameritrade Institutional November 2012 - June 2013
TD Ameritrade November 2011 - December 2012
TD Ameritrade March 2011 - November 2011
TD Ameritrade October 2010 - March 2011
TD Ameritrade October 2009 - October 2010
TD Ameritrade March 2007 - October 2010
Skills
Options, Series 63, Series 24, Securities, Mutual Funds, Financial Services, Investments, Brokerage, AML, Series 7, Series 4, ACATS, Brokerage Operations, Lean Management, Asset Managment, Alternative Investments, Financial Advisory, Asset Allocation, Brokers, 401k, Asset Management, FINRA, Portfolio Management, Hedge Funds, Relationship Management, Back Office
Education
Texas Woman's University 1996 — 2000
Bachelor of Arts, Drama
Thomas Hagan's TD Ameritrade Institutional Experience January 2011 - July 2013
Job Senior, Tax Incentives and Credits at EY
Industry Financial Services
Experience
EY July 2013 - Present
TD Ameritrade Institutional January 2011 - July 2013
TD Ameritrade January 2006 - January 2011
Skills
Mutual Funds, Wealth Management, Relationship Management, Portfolio Management, Financial Services, Series 7, Equities, Investments, Banking, Series 63, Securities, Credit, Customer Service, Management, Finance, Leadership, Financial Advisory, Financial Analysis, Sales, Microsoft Excel
Education
The University of Texas at Austin 1998 — 2002
Government, Political Science and Sociology
The University of Texas at Austin
EY July 2013 - Present
TD Ameritrade Institutional January 2011 - July 2013
TD Ameritrade January 2006 - January 2011
Skills
Mutual Funds, Wealth Management, Relationship Management, Portfolio Management, Financial Services, Series 7, Equities, Investments, Banking, Series 63, Securities, Credit, Customer Service, Management, Finance, Leadership, Financial Advisory, Financial Analysis, Sales, Microsoft Excel
Education
The University of Texas at Austin 1998 — 2002
Government, Political Science and Sociology
The University of Texas at Austin
Alan Bergeman's TD Ameritrade Institutional Experience March 2015 - Present
Job at
Industry Financial Services
Experience
TD Ameritrade Institutional March 2015 - Present
TD Ameritrade Institutional October 2013 - Present
TD Ameritrade Institutional February 2013 - October 2013
TD Ameritrade November 2011 - February 2013
Baker Botts LLP May 2008 - July 2008
Tennessee Attorney General's Office May 2007 - July 2007
Skills
Series 7, Series 63, Series 24, Legal Research, Legal Writing, Financial Services, Securities, FINRA, Portfolio Management, Equities, Retirement Planning, Retirement, Uniform Combined State...
Education
Southern Methodist University 2009 — 2010
Master of Laws (LL.M.), Taxation
The University of Texas at Austin 2003 — 2006
B.A., Government
TD Ameritrade Institutional March 2015 - Present
TD Ameritrade Institutional October 2013 - Present
TD Ameritrade Institutional February 2013 - October 2013
TD Ameritrade November 2011 - February 2013
Baker Botts LLP May 2008 - July 2008
Tennessee Attorney General's Office May 2007 - July 2007
Skills
Series 7, Series 63, Series 24, Legal Research, Legal Writing, Financial Services, Securities, FINRA, Portfolio Management, Equities, Retirement Planning, Retirement, Uniform Combined State...
Education
Southern Methodist University 2009 — 2010
Master of Laws (LL.M.), Taxation
The University of Texas at Austin 2003 — 2006
B.A., Government
Asif Ali Zaidi's TD Ameritrade Institutional Experience August 2006 - December 2007
Job IT TECHNICAL SPECIALIST
Industry Marketing and Advertising
Experience
Xerox August 2014 - Present
Comcast May 2014 - April 2015
Burlington Stores, Inc. June 2013 - June 2014
PNC April 2011 - May 2013
Wells Fargo Advisors September 2009 - March 2011
J.P. Morgan January 2008 - August 2009
TD Ameritrade Institutional August 2006 - December 2007
Skills
Credit, Loans, Mortgage Lending, Private Banking, Banking, Portfolio Management, Commercial Banking, Credit Analysis, Small Business Lending, Customer Service, Microsoft Excel, Financial Analysis, Microsoft Office, Management, Leadership, Analysis, Microsoft Word, Team Building, PowerPoint, Public Speaking, Risk Management, Financial Services
Education
ITM Tech 2008 — 2010
Associate of Science (A.S.), Computer Science (FICO)
Rider University 2003 — 2006
Bachelor of Laws (LLB), Legal Assistant/Paralegal
Rider University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Banking and Financial Support Services
Xerox August 2014 - Present
Comcast May 2014 - April 2015
Burlington Stores, Inc. June 2013 - June 2014
PNC April 2011 - May 2013
Wells Fargo Advisors September 2009 - March 2011
J.P. Morgan January 2008 - August 2009
TD Ameritrade Institutional August 2006 - December 2007
Skills
Credit, Loans, Mortgage Lending, Private Banking, Banking, Portfolio Management, Commercial Banking, Credit Analysis, Small Business Lending, Customer Service, Microsoft Excel, Financial Analysis, Microsoft Office, Management, Leadership, Analysis, Microsoft Word, Team Building, PowerPoint, Public Speaking, Risk Management, Financial Services
Education
ITM Tech 2008 — 2010
Associate of Science (A.S.), Computer Science (FICO)
Rider University 2003 — 2006
Bachelor of Laws (LLB), Legal Assistant/Paralegal
Rider University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Banking and Financial Support Services
Robert F. MacDonald Piekarz's TD Ameritrade Institutional Experience October 2006 - Present
Job Senior Trader TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional October 2006 - Present
Breakwater Trading LLC. September 2005 - May 2006
BOG Piekarz, LLC September 2002 - September 2005
Triange Trading, LLC June 1998 - September 2002
Timber Hill 1995 - 1998
US Army September 1983 - June 1987
Skills
Options, Trading, Equities, Series 7, Electronic Trading, Derivatives, Hedging, Series 63, Bonds, Equity Derivatives, Equity Trading, Financial Markets, Hedge Funds, Investment Advisory, Market Making, Proprietary Trading, Securities, Traders, Trading Strategies, Trading Systems, Volatility
Education
St. Cloud State University 1989 — 1992
B.A., Economics
St. Cloud State University 1989 — 1992
BA, Economics
TD Ameritrade Institutional October 2006 - Present
Breakwater Trading LLC. September 2005 - May 2006
BOG Piekarz, LLC September 2002 - September 2005
Triange Trading, LLC June 1998 - September 2002
Timber Hill 1995 - 1998
US Army September 1983 - June 1987
Skills
Options, Trading, Equities, Series 7, Electronic Trading, Derivatives, Hedging, Series 63, Bonds, Equity Derivatives, Equity Trading, Financial Markets, Hedge Funds, Investment Advisory, Market Making, Proprietary Trading, Securities, Traders, Trading Strategies, Trading Systems, Volatility
Education
St. Cloud State University 1989 — 1992
B.A., Economics
St. Cloud State University 1989 — 1992
BA, Economics
Sophie Horelick's TD Ameritrade Institutional Experience June 2014 - March 2015
Job Regional Account Executive
Industry Marketing and Advertising
Experience
Caltek Staffing March 2015 - Present
TD Ameritrade Institutional June 2014 - March 2015
Princess Mother School April 2013 - April 2014
Takuapa Senanukul School December 2011 - April 2013
Universal Media Inc May 2010 - June 2011
Depaul Babysitters Incorporated May 2010 - May 2011
Skills
Microsoft Office, Microsoft Excel, Sales, Social Media, Social Networking, Microsoft Word, Marketing Communications, Public Relations, Email Marketing, PowerPoint, Cold Calling, Management, Lead Generation, Advertising, Online Marketing, Teamwork, Marketing, IT Recruitment, IT Relationship..., Technical Recruiting, Start-ups, Boolean Searching, Applicant Tracking..., New Business Development, New Business..., Talent Acquisition, Information Technology, Territory Management, Territory Development, Recruiting, Staffing Services, Proposal Writing, Consulting, Resume Writing, Employee Management, Account Management, Temporary Placement, Long-term Customer..., Intercultural..., Customer Service, Leadership, Research
Education
Northern Arizona University 2005 — 2010
Bachelor of Science (B.S.), Advertising
Caltek Staffing March 2015 - Present
TD Ameritrade Institutional June 2014 - March 2015
Princess Mother School April 2013 - April 2014
Takuapa Senanukul School December 2011 - April 2013
Universal Media Inc May 2010 - June 2011
Depaul Babysitters Incorporated May 2010 - May 2011
Skills
Microsoft Office, Microsoft Excel, Sales, Social Media, Social Networking, Microsoft Word, Marketing Communications, Public Relations, Email Marketing, PowerPoint, Cold Calling, Management, Lead Generation, Advertising, Online Marketing, Teamwork, Marketing, IT Recruitment, IT Relationship..., Technical Recruiting, Start-ups, Boolean Searching, Applicant Tracking..., New Business Development, New Business..., Talent Acquisition, Information Technology, Territory Management, Territory Development, Recruiting, Staffing Services, Proposal Writing, Consulting, Resume Writing, Employee Management, Account Management, Temporary Placement, Long-term Customer..., Intercultural..., Customer Service, Leadership, Research
Education
Northern Arizona University 2005 — 2010
Bachelor of Science (B.S.), Advertising
Maria Castillo Dominguez's TD Ameritrade Institutional Experience January 2015 - Present
Job Principal, Correspondence Review at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional January 2015 - Present
TD Ameritrade Institutional June 2013 - January 2015
TD Ameritrade Institutional January 2013 - June 2013
Santa Barbara County Elections September 2012 - December 2012
Unicaja July 2008 - September 2010
Geshotels April 2007 - June 2008
Aluronda October 2006 - April 2007
NH Viapol Hotel April 2006 - June 2006
Skills
Customer Service, Banking, Bilingual, Internet research, Microsoft Office, Teamwork, Microsoft Excel, Social Networking, PowerPoint, Personal Banking, Team Leadership, Outlook, Data Entry, Teller Operations, Branch Operation, Series 7, Series 63, Series 24, Spanish
Education
Instituto Superior de Tecnicas y Practicas Bancarias 2009 — 2010
Master's degree, Finance
Universidad de Sevilla 2003 — 2006
Bachelor's degree, Business
TD Ameritrade Institutional January 2015 - Present
TD Ameritrade Institutional June 2013 - January 2015
TD Ameritrade Institutional January 2013 - June 2013
Santa Barbara County Elections September 2012 - December 2012
Unicaja July 2008 - September 2010
Geshotels April 2007 - June 2008
Aluronda October 2006 - April 2007
NH Viapol Hotel April 2006 - June 2006
Skills
Customer Service, Banking, Bilingual, Internet research, Microsoft Office, Teamwork, Microsoft Excel, Social Networking, PowerPoint, Personal Banking, Team Leadership, Outlook, Data Entry, Teller Operations, Branch Operation, Series 7, Series 63, Series 24, Spanish
Education
Instituto Superior de Tecnicas y Practicas Bancarias 2009 — 2010
Master's degree, Finance
Universidad de Sevilla 2003 — 2006
Bachelor's degree, Business
Jeff Jardine's TD Ameritrade Institutional Experience August 2012 - May 2013
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2013 - Present
TD Ameritrade Institutional August 2012 - May 2013
TD Ameritrade Institutional April 2012 - August 2012
2011 UFL Omaha Nighthawks July 2011 - November 2011
Financial Services 2008 - 2011
Skills
Event Management, Social Media, Event Planning, Public Relations, Facebook, Microsoft Excel, Sports Marketing, Microsoft Office, Sports, Public Speaking, Marketing, PowerPoint, Equities, Asset Management, Finance, Sales, Investments
Education
Southern Methodist University 2007 — 2011
Bachelor’s Degree, Economics with Financial Applications
TD Ameritrade May 2013 - Present
TD Ameritrade Institutional August 2012 - May 2013
TD Ameritrade Institutional April 2012 - August 2012
2011 UFL Omaha Nighthawks July 2011 - November 2011
Financial Services 2008 - 2011
Skills
Event Management, Social Media, Event Planning, Public Relations, Facebook, Microsoft Excel, Sports Marketing, Microsoft Office, Sports, Public Speaking, Marketing, PowerPoint, Equities, Asset Management, Finance, Sales, Investments
Education
Southern Methodist University 2007 — 2011
Bachelor’s Degree, Economics with Financial Applications
Tha Penh's TD Ameritrade Institutional Experience October 2012 - Present
Job Account Transfers at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional October 2012 - Present
TD Ameritrade Institutional August 2006 - October 2012
Skills
Salesforce.com, Customer Service, FINRA, Microsoft Excel, Asset Management, Portfolio Management, Relationship Management, Financial Analysis, Financial Services, Microsoft Word, Microsoft Office, Outlook, Alternative Investments
Education
San Diego Miramar College 2002 — 2007
Associates in Business Management
TD Ameritrade Institutional October 2012 - Present
TD Ameritrade Institutional August 2006 - October 2012
Skills
Salesforce.com, Customer Service, FINRA, Microsoft Excel, Asset Management, Portfolio Management, Relationship Management, Financial Analysis, Financial Services, Microsoft Word, Microsoft Office, Outlook, Alternative Investments
Education
San Diego Miramar College 2002 — 2007
Associates in Business Management
Dusty Sargent's TD Ameritrade Institutional Experience January 2014 - Present
Job Senior Manager Process Confirmations at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional January 2014 - Present
TD Ameritrade January 2013 - Present
TD Ameritrade 2005 - January 2013
US Army October 1998 - May 2010
Skills
Command, Military Experience, Top Secret, Operational Planning, Military Operations, Army, Counterterrorism, Lean Manufacturing, Logistics Management, Military, Military Logistics, Physical Security, National Security, Program Management, Security, Security Clearance, Security Management, Government Contracting, Security Operations, Team Leadership, Leadership, Operations Management, Microsoft Office
Education
University of Dallas 2012 — 2014
Master of Business Administration (MBA)
The University of Texas at Arlington 2002 — 2005
Bachelor of Arts (B.A.), Criminal Justice and Corrections
TD Ameritrade Institutional January 2014 - Present
TD Ameritrade January 2013 - Present
TD Ameritrade 2005 - January 2013
US Army October 1998 - May 2010
Skills
Command, Military Experience, Top Secret, Operational Planning, Military Operations, Army, Counterterrorism, Lean Manufacturing, Logistics Management, Military, Military Logistics, Physical Security, National Security, Program Management, Security, Security Clearance, Security Management, Government Contracting, Security Operations, Team Leadership, Leadership, Operations Management, Microsoft Office
Education
University of Dallas 2012 — 2014
Master of Business Administration (MBA)
The University of Texas at Arlington 2002 — 2005
Bachelor of Arts (B.A.), Criminal Justice and Corrections
Fred Ouyang's TD Ameritrade Institutional Experience June 2000 - Present
Job Fixed Income Specialist @ TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional June 2000 - Present
Education
Rutgers University-New Brunswick 1986 — 1990
Bachelor of Arts (B.A.), Economics
TD Ameritrade Institutional June 2000 - Present
Education
Rutgers University-New Brunswick 1986 — 1990
Bachelor of Arts (B.A.), Economics
Chad Hoekstra's TD Ameritrade Institutional Experience October 2000 - June 2001
Job Lead SeniorMutual Fund Accounting at Jackson National Asset Management, LLC
Industry Financial Services
Experience
Jackson National Asset Management, LLC June 2006 - Present
Northern Trust January 2002 - January 2006
TD Ameritrade Institutional October 2000 - June 2001
Education
University of Iowa 1996 — 2000
Bachelor of Business Administration (BBA), Finance
Jackson National Asset Management, LLC June 2006 - Present
Northern Trust January 2002 - January 2006
TD Ameritrade Institutional October 2000 - June 2001
Education
University of Iowa 1996 — 2000
Bachelor of Business Administration (BBA), Finance
Jose Alamilla's TD Ameritrade Institutional Experience May 2015 - Present
Job Institutional Trading Desk at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional May 2015 - Present
TD Ameritrade Institutional January 2014 - May 2015
TD Ameritrade Institutional October 2012 - December 2013
Skills
Alternative Investments, Trading, Securities, Investments, Mutual Funds, Series 63, Asset Allocation, Financial Services
Education
San Diego State University-California State University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance
TD Ameritrade Institutional May 2015 - Present
TD Ameritrade Institutional January 2014 - May 2015
TD Ameritrade Institutional October 2012 - December 2013
Skills
Alternative Investments, Trading, Securities, Investments, Mutual Funds, Series 63, Asset Allocation, Financial Services
Education
San Diego State University-California State University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Joshua Choi's TD Ameritrade Institutional Experience January 2013 - June 2014
Job BSA Analyst at Wilshire Bank
Industry Banking
Experience
Wilshire Bank September 2014 - Present
TD Ameritrade Institutional January 2013 - June 2014
Wynn Law Center APC June 2008 - September 2008
Skills
Bank Secrecy Act, PowerPoint, Sales, Teamwork, Salesforce.com, Microsoft Word, Microsoft Excel, Korean, 10 Key, Customer Service, Portfolio Management
Education
University of California, San Diego 2009 — 2012
Bachelor of Science (BS), Management Science
Wilshire Bank September 2014 - Present
TD Ameritrade Institutional January 2013 - June 2014
Wynn Law Center APC June 2008 - September 2008
Skills
Bank Secrecy Act, PowerPoint, Sales, Teamwork, Salesforce.com, Microsoft Word, Microsoft Excel, Korean, 10 Key, Customer Service, Portfolio Management
Education
University of California, San Diego 2009 — 2012
Bachelor of Science (BS), Management Science
Victor Barba's TD Ameritrade Institutional Experience August 2013 - Present
Job Technology Services Rep at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional August 2013 - Present
TD Ameritrade Institutional November 2010 - August 2013
Barton Malow Company April 2007 - October 2009
Skills
Microsoft Excel, Microsoft Office, Minitab, SQL, Spanish, TREX, Microsoft Word, Mac OS, Apple Numbers, Statistics, Statistical Data..., Statistical Modeling, Customer Service, Internet Troubleshooting, Software Troubleshooting, Actuarial Science, SAS, C++, VBA
Education
San Diego State University-California State University 2007 — 2009
Bachelor of Science in Applied Arts and Sciences (B.S.), Statistics with Emphasis in Actuarial Science
Southwestern Community College District 2003 — 2007
TD Ameritrade Institutional August 2013 - Present
TD Ameritrade Institutional November 2010 - August 2013
Barton Malow Company April 2007 - October 2009
Skills
Microsoft Excel, Microsoft Office, Minitab, SQL, Spanish, TREX, Microsoft Word, Mac OS, Apple Numbers, Statistics, Statistical Data..., Statistical Modeling, Customer Service, Internet Troubleshooting, Software Troubleshooting, Actuarial Science, SAS, C++, VBA
Education
San Diego State University-California State University 2007 — 2009
Bachelor of Science in Applied Arts and Sciences (B.S.), Statistics with Emphasis in Actuarial Science
Southwestern Community College District 2003 — 2007
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY