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
Michael Stanton Michael Stanton's TD Ameritrade Institutional Experience May 2012 - October 2012
Job Director of Development at Allen Capital Group
Industry Financial Services
Experience
Allen Capital Group August 2014 - Present
Associated Staffing Inc September 2012 - September 2014
TD Ameritrade Institutional May 2012 - October 2012
Edward Jones March 2009 - May 2012
Enterprise Rent-A-Car January 2007 - March 2009
Skills
Investments, Financial Advisory, Recruiting, Finance, Series 7, Wealth Management, Asset Management, Uniform Combined State..., Retirement Planning, Sales Management, Life Insurance, Contract Negotiation, Sales, Series 66, Professional..., Benefits Negotiation, Financial Services
Education
University of Nebraska at Kearney
Wayne State College
Allen Capital Group August 2014 - Present
Associated Staffing Inc September 2012 - September 2014
TD Ameritrade Institutional May 2012 - October 2012
Edward Jones March 2009 - May 2012
Enterprise Rent-A-Car January 2007 - March 2009
Skills
Investments, Financial Advisory, Recruiting, Finance, Series 7, Wealth Management, Asset Management, Uniform Combined State..., Retirement Planning, Sales Management, Life Insurance, Contract Negotiation, Sales, Series 66, Professional..., Benefits Negotiation, Financial Services
Education
University of Nebraska at Kearney
Wayne State College
Craig Uhlenkott Craig Uhlenkott's TD Ameritrade Institutional Experience June 2013 - Present
Job Passionate Product Manager & Client Advocate | Strategic Planner | Relationship Builder | Product Evangelist
Industry Financial Services
Experience
TD Ameritrade Institutional June 2013 - Present
Zywave 2011 - 2013
EISI 2005 - 2011
Financial Profiles 2004 - 2005
MetLife Financial Services 2002 - 2004
Fleishman-Hillard 2000 - 2001
Skills
Financial Planning, User Experience, Product Management, Product Marketing, Competitive Analysis, SaaS, Marketing Strategy, Cross-functional Team..., Strategic Planning, Agile, New Business Development, Product Development, Social Media, B2B, Business Strategy, Problem Solving, Software Development, Product Launches, Quality Assurance, Agile Methodologies, Strategic Financial..., Blogger, White Papers, Product Launch, Strategy, Salesforce.com, Forecasting, Business Analysis, CRM, Team Leadership, Management, Strategic Partnerships, Project Management, Integration, Leadership, Account Management, Project Planning, Mobile Applications, Consumer Products, Usability, User Experience Design, User Interface Design, User Interface, Software Product..., Product Lifecycle..., Professional Services, Consumer Behaviour, Partner Management, Sales, Public Relations
Education
University of San Diego 1995 — 1999
BBA, Emphasis in Finance and Marketing
St. Augustine 1991 — 1995
TD Ameritrade Institutional June 2013 - Present
Zywave 2011 - 2013
EISI 2005 - 2011
Financial Profiles 2004 - 2005
MetLife Financial Services 2002 - 2004
Fleishman-Hillard 2000 - 2001
Skills
Financial Planning, User Experience, Product Management, Product Marketing, Competitive Analysis, SaaS, Marketing Strategy, Cross-functional Team..., Strategic Planning, Agile, New Business Development, Product Development, Social Media, B2B, Business Strategy, Problem Solving, Software Development, Product Launches, Quality Assurance, Agile Methodologies, Strategic Financial..., Blogger, White Papers, Product Launch, Strategy, Salesforce.com, Forecasting, Business Analysis, CRM, Team Leadership, Management, Strategic Partnerships, Project Management, Integration, Leadership, Account Management, Project Planning, Mobile Applications, Consumer Products, Usability, User Experience Design, User Interface Design, User Interface, Software Product..., Product Lifecycle..., Professional Services, Consumer Behaviour, Partner Management, Sales, Public Relations
Education
University of San Diego 1995 — 1999
BBA, Emphasis in Finance and Marketing
St. Augustine 1991 — 1995
Derrick Dike Derrick Dike's TD Ameritrade Institutional Experience May 2013 - November 2013
Job Currency and Futures Market Daytrader
Industry Financial Services
Experience
TMH Capital January 2014 - November 2014
TD Ameritrade Institutional May 2013 - November 2013
Jeff Jenkins Signature Homes August 2005 - December 2008
Skills
Financial Analysis, Customer Satisfaction, Customer Relations, Investments, Finance, Critical Thinking, Investment Banking
Education
University of North Texas 2007 — 2014
Bachelor's Degree, Sociology
Plano East Senior High 2004 — 2005
TMH Capital January 2014 - November 2014
TD Ameritrade Institutional May 2013 - November 2013
Jeff Jenkins Signature Homes August 2005 - December 2008
Skills
Financial Analysis, Customer Satisfaction, Customer Relations, Investments, Finance, Critical Thinking, Investment Banking
Education
University of North Texas 2007 — 2014
Bachelor's Degree, Sociology
Plano East Senior High 2004 — 2005
Jessi Waers Jessi Waers'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
Target November 2010 - November 2011
University of San Diego September 2007 - May 2010
Skills
Customer Service, End User Research, General Financial..., Outlook, Salesforce.com, Event Management, Process Scheduler, Leadership, Sales, Retail, Time Management, Customer Satisfaction, Team Building
Education
University of San Diego 2006 — 2011
Bachelor of Arts (BA), Business Administration and Management, General
TD Ameritrade Institutional November 2011 - Present
Target November 2010 - November 2011
University of San Diego September 2007 - May 2010
Skills
Customer Service, End User Research, General Financial..., Outlook, Salesforce.com, Event Management, Process Scheduler, Leadership, Sales, Retail, Time Management, Customer Satisfaction, Team Building
Education
University of San Diego 2006 — 2011
Bachelor of Arts (BA), Business Administration and Management, General
Joseph Shoemaker Joseph Shoemaker's TD Ameritrade Institutional Experience June 2015 - Present
Job PartTime Dialer at Professional Finance Company, Inc.
Industry Financial Services
Experience
TD Ameritrade Institutional June 2015 - Present
Professional Finance Company, Inc. January 2014 - June 2015
Student and Foundation Fund (SAFF) January 2015 - May 2015
UNC Bear Logic January 2014 - June 2014
Xerox February 2013 - October 2013
Einstein Noah Restaurant Group, Inc. May 2009 - October 2012
Education
University of Northern Colorado 2009 — 2015
Bachelor of Applied Science (BASc), Finance, General, Junior
TD Ameritrade Institutional June 2015 - Present
Professional Finance Company, Inc. January 2014 - June 2015
Student and Foundation Fund (SAFF) January 2015 - May 2015
UNC Bear Logic January 2014 - June 2014
Xerox February 2013 - October 2013
Einstein Noah Restaurant Group, Inc. May 2009 - October 2012
Education
University of Northern Colorado 2009 — 2015
Bachelor of Applied Science (BASc), Finance, General, Junior
Samuel Kozma Samuel Kozma's TD Ameritrade Institutional Experience July 2013 - Present
Job Institutional Relationship Manager at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional July 2013 - Present
TD Ameritrade October 2011 - July 2013
TD Ameritrade February 2010 - October 2011
Skills
Series 7, Series 24, Options, FINRA, Securities, Research and Resolution, Equity Trading, Fixed Income, Office Administration, Conflict Resolution, Series 66, Financial Markets, Prime Brokerage, Uniform Combined State..., Financial Advisory, Financial Services, Investments, 401k, IRAs, Retirement, Regulatory Compliance
Education
University of Phoenix 2009 — 2012
Continued education for personal use.
Anglican School of Theology 2001 — 2004
TD Ameritrade Institutional July 2013 - Present
TD Ameritrade October 2011 - July 2013
TD Ameritrade February 2010 - October 2011
Skills
Series 7, Series 24, Options, FINRA, Securities, Research and Resolution, Equity Trading, Fixed Income, Office Administration, Conflict Resolution, Series 66, Financial Markets, Prime Brokerage, Uniform Combined State..., Financial Advisory, Financial Services, Investments, 401k, IRAs, Retirement, Regulatory Compliance
Education
University of Phoenix 2009 — 2012
Continued education for personal use.
Anglican School of Theology 2001 — 2004
Bradley Craft Bradley Craft's TD Ameritrade Institutional Experience December 2014 - Present
Job Advisor Risk and Operations Compliance
Industry Financial Services
Experience
TD Ameritrade Institutional December 2014 - Present
TD Ameritrade May 2012 - Present
TD Ameritrade April 1999 - Present
TD Ameritrade January 1999 - Present
Fidelity Investments January 1997 - April 1999
FIDELTY INVESTMENTS January 1997 - January 1999
Skills
Series 7, Series 63, Series 24, Series 3, MS Office Suite, Customer Negotiations, Trading, Investments, FINRA, Equities, Mutual Funds, Options, Securities, Financial Services, Equity Trading, Derivatives, ETFs, Coaching, Options Strategies, Business Analysis, Investment Strategies, Negotiation
Education
University of North Texas
Bachelor, Business Administration; Marketing
TD Ameritrade Institutional December 2014 - Present
TD Ameritrade May 2012 - Present
TD Ameritrade April 1999 - Present
TD Ameritrade January 1999 - Present
Fidelity Investments January 1997 - April 1999
FIDELTY INVESTMENTS January 1997 - January 1999
Skills
Series 7, Series 63, Series 24, Series 3, MS Office Suite, Customer Negotiations, Trading, Investments, FINRA, Equities, Mutual Funds, Options, Securities, Financial Services, Equity Trading, Derivatives, ETFs, Coaching, Options Strategies, Business Analysis, Investment Strategies, Negotiation
Education
University of North Texas
Bachelor, Business Administration; Marketing
James Surless James Surless's TD Ameritrade Institutional Experience May 2012 - August 2012
Job Analyst, Capstone Investment Advisors
Industry Capital Markets
Experience
Capstone Investment Advisors April 2015 - Present
Javelin Capital Markets, LLC June 2013 - March 2015
TD Ameritrade Institutional May 2012 - August 2012
TD Ameritrade Institutional May 2011 - August 2011
Skills
Fixed Income, CDS, Interest Rate Swaps, Trading, Electronic Trading, Sales Operations, Dodd-Frank, Interest Rate..., E-commerce, Derivatives, Investments
Education
University of Scranton 2009 — 2013
Bachelor of Science (BS), Finance
Don Bosco Preparatory High School
Capstone Investment Advisors April 2015 - Present
Javelin Capital Markets, LLC June 2013 - March 2015
TD Ameritrade Institutional May 2012 - August 2012
TD Ameritrade Institutional May 2011 - August 2011
Skills
Fixed Income, CDS, Interest Rate Swaps, Trading, Electronic Trading, Sales Operations, Dodd-Frank, Interest Rate..., E-commerce, Derivatives, Investments
Education
University of Scranton 2009 — 2013
Bachelor of Science (BS), Finance
Don Bosco Preparatory High School
Katie Desai Katie Desai's TD Ameritrade Institutional Experience September 2010 - July 2012
Job Vice President | Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2012 - Present
TD Ameritrade Institutional September 2010 - July 2012
New York Life / MainStay Investments 2003 - 2010
Kelmoore Investment Company 2001 - 2003
Education
University of Pennsylvania - The Wharton School 1996 — 2000
Bachelor of Science, Economics
Fidelity Investments July 2012 - Present
TD Ameritrade Institutional September 2010 - July 2012
New York Life / MainStay Investments 2003 - 2010
Kelmoore Investment Company 2001 - 2003
Education
University of Pennsylvania - The Wharton School 1996 — 2000
Bachelor of Science, Economics
Daryl Kohlscheen Daryl Kohlscheen's TD Ameritrade Institutional Experience August 2012 - December 2012
Job Finance Specialist III at ConAgra Foods
Industry Financial Services
Experience
ConAgra Foods January 2013 - Present
Cashier, Dairy Department, Meat Department August 2005 - January 2013
TD Ameritrade Institutional August 2012 - December 2012
Skills
Leadership, Microsoft Excel, Forecasting, Financial Analysis, Outlook, Access, Time Management, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Banking, Accounts Payable, SAP, Organization, Strategic Planning, Networking, Acquisition Integration, Management
Education
University of Nebraska at Omaha 2009 — 2012
Bachelor of Science in Business Administration, Finance, General
University of Nebraska-Lincoln
ConAgra Foods January 2013 - Present
Cashier, Dairy Department, Meat Department August 2005 - January 2013
TD Ameritrade Institutional August 2012 - December 2012
Skills
Leadership, Microsoft Excel, Forecasting, Financial Analysis, Outlook, Access, Time Management, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Banking, Accounts Payable, SAP, Organization, Strategic Planning, Networking, Acquisition Integration, Management
Education
University of Nebraska at Omaha 2009 — 2012
Bachelor of Science in Business Administration, Finance, General
University of Nebraska-Lincoln
Liz Barnhill Liz Barnhill's TD Ameritrade Institutional Experience April 2012 - April 2015
Job Pricing Analyst at OCC
Industry Financial Services
Experience
OCC April 2015 - Present
TD Ameritrade Institutional April 2012 - April 2015
TD Ameritrade June 2011 - April 2012
TD Ameritrade September 2009 - June 2011
TD Ameritrade September 2007 - September 2009
Skills
Portfolio Management, Risk Management, Investments, Banking, Financial Services, Fixed Income, Credit Risk, Relationship Management, Equities, Finance, Financial Analysis, Asset Management, Financial Planning, Mutual Funds, Credit
Education
University of North Texas 1999 — 2004
Bachelor's Degree, Graphic Design
Lubbock High School 1996 — 1999
OCC April 2015 - Present
TD Ameritrade Institutional April 2012 - April 2015
TD Ameritrade June 2011 - April 2012
TD Ameritrade September 2009 - June 2011
TD Ameritrade September 2007 - September 2009
Skills
Portfolio Management, Risk Management, Investments, Banking, Financial Services, Fixed Income, Credit Risk, Relationship Management, Equities, Finance, Financial Analysis, Asset Management, Financial Planning, Mutual Funds, Credit
Education
University of North Texas 1999 — 2004
Bachelor's Degree, Graphic Design
Lubbock High School 1996 — 1999
Scott Revis Scott Revis's TD Ameritrade Institutional Experience 2005 - Present
Job Senior Relationship Manager: TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade Institutional 2005 - Present
Sprint 2002 - 2004
Skytel LLC 1998 - 2002
Skills
Investments, Wealth Management, Asset Allocation, Portfolio Management, Mutual Funds, Series 7, Series 66, Options Strategies, RIA, Investment Strategies, Manage Client...
Education
University of Missouri-Saint Louis
TD Ameritrade Institutional 2005 - Present
Sprint 2002 - 2004
Skytel LLC 1998 - 2002
Skills
Investments, Wealth Management, Asset Allocation, Portfolio Management, Mutual Funds, Series 7, Series 66, Options Strategies, RIA, Investment Strategies, Manage Client...
Education
University of Missouri-Saint Louis
Matthew Feldman Matthew Feldman's TD Ameritrade Institutional Experience May 2012 - August 2012
Job Senior Analyst at American Express
Industry Financial Services
Experience
American Express September 2015 - Present
American Express July 2014 - August 2015
American Express June 2013 - August 2013
TD Ameritrade Institutional May 2012 - August 2012
Skills
Marketing Strategy, Social Media Marketing, Microsoft Office, Mobile Devices, Leadership, Economics, Stata, Product Management, Marketing, Digital Marketing, PowerPoint, E-commerce, Display Advertising, Project Management, Brand Marketing, Integrated..., Payments
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (B.A.), Economics
American Express September 2015 - Present
American Express July 2014 - August 2015
American Express June 2013 - August 2013
TD Ameritrade Institutional May 2012 - August 2012
Skills
Marketing Strategy, Social Media Marketing, Microsoft Office, Mobile Devices, Leadership, Economics, Stata, Product Management, Marketing, Digital Marketing, PowerPoint, E-commerce, Display Advertising, Project Management, Brand Marketing, Integrated..., Payments
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (B.A.), Economics
Christina Schoenau Christina Schoenau's TD Ameritrade Institutional Experience 2013 - Present
Job Product Risk Oversight Specialist at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional 2013 - Present
Gurtin Fixed Income Management, LLC November 2012 - February 2013
FrontPage Local May 2012 - September 2012
Social Ups September 2011 - May 2012
Ministère de l’Éducation nationale October 2010 - July 2011
TESOL Training International July 2009 - September 2010
Stella Maris Academy August 2007 - April 2009
High Tech High January 2007 - June 2007
Answerbag, purchased by Demand Media June 2006 - August 2006
University of Southern California March 2005 - March 2006
Skills
Social Media, Blogging, Social Media Marketing, Public Speaking, Facebook, Public Relations, Copywriting, Microsoft Office, Event Planning, Spanish, Customer Service, Teaching, Editing, PowerPoint, Microsoft Excel, Photoshop, Microsoft Word, Press Releases, Email Marketing, Advertising, English, Marketing, Leadership, Management, Newsletters
Education
TESOL Training International 2009 — 2009
TESOL Certificate, English Language Instruction
University of San Diego 2007 — 2007
Credential, CA Teaching Credential
University of Southern California 2002 — 2006
Bachelors, History, Psychology
TD Ameritrade Institutional 2013 - Present
Gurtin Fixed Income Management, LLC November 2012 - February 2013
FrontPage Local May 2012 - September 2012
Social Ups September 2011 - May 2012
Ministère de l’Éducation nationale October 2010 - July 2011
TESOL Training International July 2009 - September 2010
Stella Maris Academy August 2007 - April 2009
High Tech High January 2007 - June 2007
Answerbag, purchased by Demand Media June 2006 - August 2006
University of Southern California March 2005 - March 2006
Skills
Social Media, Blogging, Social Media Marketing, Public Speaking, Facebook, Public Relations, Copywriting, Microsoft Office, Event Planning, Spanish, Customer Service, Teaching, Editing, PowerPoint, Microsoft Excel, Photoshop, Microsoft Word, Press Releases, Email Marketing, Advertising, English, Marketing, Leadership, Management, Newsletters
Education
TESOL Training International 2009 — 2009
TESOL Certificate, English Language Instruction
University of San Diego 2007 — 2007
Credential, CA Teaching Credential
University of Southern California 2002 — 2006
Bachelors, History, Psychology
John J Dolan Jr John J Dolan Jr's TD Ameritrade Institutional Experience January 2006 - February 2008
Job Director of Enterprise Solutions at Rocket Fuel Inc.
Industry Online Media
Experience
Rocket Fuel Inc. January 2015 - Present
Rocket Fuel Inc. January 2014 - December 2014
Rocket Fuel Inc. March 2012 - December 2013
Credit Suisse March 2008 - February 2012
TD Ameritrade Institutional January 2006 - February 2008
Bonnet Shores Beach Club May 2004 - November 2005
Skills
Salesforce.com, Financial Services, Account Management, Business Development, Sales, New Business Development, Relationship Management, Marketing, Sales Management, Financial Analysis, Advertising, Marketing Strategy, SEM, Forecasting, Online Advertising, Management, Digital Media, Analysis, Analytics, Digital Marketing
Education
University of Rhode Island 2000 — 2004
Bachelors, Science
Rocket Fuel Inc. January 2015 - Present
Rocket Fuel Inc. January 2014 - December 2014
Rocket Fuel Inc. March 2012 - December 2013
Credit Suisse March 2008 - February 2012
TD Ameritrade Institutional January 2006 - February 2008
Bonnet Shores Beach Club May 2004 - November 2005
Skills
Salesforce.com, Financial Services, Account Management, Business Development, Sales, New Business Development, Relationship Management, Marketing, Sales Management, Financial Analysis, Advertising, Marketing Strategy, SEM, Forecasting, Online Advertising, Management, Digital Media, Analysis, Analytics, Digital Marketing
Education
University of Rhode Island 2000 — 2004
Bachelors, Science
Nicholas Mushaike's TD Ameritrade Institutional Experience December 2013 - June 2015
Job Recent Graduate
Industry Financial Services
Experience
Seeking Alpha December 2013 - July 2015
Eightfold LLC February 2015 - June 2015
TD Ameritrade Institutional December 2013 - June 2015
FINCA Microfinance Bank Ltd July 2014 - August 2014
University Of Pennsyvania July 2012 - September 2012
Skills
Microsoft Excel, Financial Modeling, Teamwork, R, Java, Strategic Leadership, Customer Service, PowerPoint, HTML, Strategic Planning, CSS, JMP, Entrepreneurship, Social Media, Negotiation, Strategy
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (B.Sc.)
Sussex Coast College, Hastings 2009 — 2011
International Baccalaureate Diploma Program
Libala High School 2006 — 2008
O'Level, General Certificate Examinations
Seeking Alpha December 2013 - July 2015
Eightfold LLC February 2015 - June 2015
TD Ameritrade Institutional December 2013 - June 2015
FINCA Microfinance Bank Ltd July 2014 - August 2014
University Of Pennsyvania July 2012 - September 2012
Skills
Microsoft Excel, Financial Modeling, Teamwork, R, Java, Strategic Leadership, Customer Service, PowerPoint, HTML, Strategic Planning, CSS, JMP, Entrepreneurship, Social Media, Negotiation, Strategy
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (B.Sc.)
Sussex Coast College, Hastings 2009 — 2011
International Baccalaureate Diploma Program
Libala High School 2006 — 2008
O'Level, General Certificate Examinations
Thomas Vipond Thomas Vipond's TD Ameritrade Institutional Experience January 2014 - Present
Job Senior Relationship Manager at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional January 2014 - Present
Education
University of Nebraska-Lincoln 2008 — 2012
Bachelor of Science, Major: Finance, Minors: Economics and Marketing, 3.45
Oxford University 2011 — 2011
Study Abroad, Economics
Gretna High School 2004 — 2008
High School Diploma
TD Ameritrade Institutional January 2014 - Present
Education
University of Nebraska-Lincoln 2008 — 2012
Bachelor of Science, Major: Finance, Minors: Economics and Marketing, 3.45
Oxford University 2011 — 2011
Study Abroad, Economics
Gretna High School 2004 — 2008
High School Diploma
Michael Bacher's TD Ameritrade Institutional Experience March 2015 - Present
Job at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade Institutional March 2015 - Present
TD Ameritrade July 2013 - Present
TD Ameritrade October 2010 - July 2013
King's III Fire and Security August 2009 - August 2010
BDB Photagraphy 2007 - August 2009
The Stanley Works 2008 - April 2009
Sonitrol July 2007 - April 2009
Main Event Entertainment 2001 - 2006
Skills
Coaching, Social Skills, Conflict Management, Situation Analysis, Decision, Customer Service, Inventory Management, Account Management, Team Building, Budgets, Microsoft Excel, New Business Development, Access Control, Microsoft Word, Operations Management, Negotiation, Microsoft Office
Education
University of North Texas 1999 — 2003
Hospitality and Restaurant management
TD Ameritrade Institutional March 2015 - Present
TD Ameritrade July 2013 - Present
TD Ameritrade October 2010 - July 2013
King's III Fire and Security August 2009 - August 2010
BDB Photagraphy 2007 - August 2009
The Stanley Works 2008 - April 2009
Sonitrol July 2007 - April 2009
Main Event Entertainment 2001 - 2006
Skills
Coaching, Social Skills, Conflict Management, Situation Analysis, Decision, Customer Service, Inventory Management, Account Management, Team Building, Budgets, Microsoft Excel, New Business Development, Access Control, Microsoft Word, Operations Management, Negotiation, Microsoft Office
Education
University of North Texas 1999 — 2003
Hospitality and Restaurant management
Daniel Berkman Daniel Berkman's TD Ameritrade Institutional Experience February 2012 - July 2012
Job Manager, Retail Strategy & Planning at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2015 - Present
Apollo Global Management LLC March 2014 - May 2015
TD Ameritrade August 2012 - March 2014
TD Ameritrade Institutional February 2012 - July 2012
TD Ameritrade Institutional June 2011 - January 2012
LGA Capital, LLLC May 2010 - May 2011
Punch Bowl Humor Magazine February 2008 - May 2011
Redbrick Development Group June 2009 - August 2009
Skills
Microsoft Excel, Microsoft SQL Server, Microsoft Acces, Microsoft Powerpoint, Series 7, Series 66, Photoshop, InDesign, SQL, Strategy, Data Analysis, Finance
Education
University of Pennsylvania 2007 — 2011
BA, Economics, Consumer Psychology, Mathematics
Bullis High School 2003 — 2007
High School Diploma
TD Ameritrade June 2015 - Present
Apollo Global Management LLC March 2014 - May 2015
TD Ameritrade August 2012 - March 2014
TD Ameritrade Institutional February 2012 - July 2012
TD Ameritrade Institutional June 2011 - January 2012
LGA Capital, LLLC May 2010 - May 2011
Punch Bowl Humor Magazine February 2008 - May 2011
Redbrick Development Group June 2009 - August 2009
Skills
Microsoft Excel, Microsoft SQL Server, Microsoft Acces, Microsoft Powerpoint, Series 7, Series 66, Photoshop, InDesign, SQL, Strategy, Data Analysis, Finance
Education
University of Pennsylvania 2007 — 2011
BA, Economics, Consumer Psychology, Mathematics
Bullis High School 2003 — 2007
High School Diploma
Julie Schumann's TD Ameritrade Institutional Experience September 2014 - June 2015
Job Financial Analyst at Werner Enterprises
Industry Financial Services
Experience
Werner Enterprises June 2015 - Present
TD Ameritrade Institutional September 2014 - June 2015
The Richdale Group May 2014 - September 2014
maurices August 2013 - May 2014
Skills
Time Management, Customer Service, Finance, Microsoft Excel, Microsoft Office, Financial Analysis
Education
University of Nebraska at Omaha 2012 — 2014
Bachelor of Business Administration (BBA), Finance, Banking, Investment Management
Werner Enterprises June 2015 - Present
TD Ameritrade Institutional September 2014 - June 2015
The Richdale Group May 2014 - September 2014
maurices August 2013 - May 2014
Skills
Time Management, Customer Service, Finance, Microsoft Excel, Microsoft Office, Financial Analysis
Education
University of Nebraska at Omaha 2012 — 2014
Bachelor of Business Administration (BBA), Finance, Banking, Investment Management
Kasey Stant's TD Ameritrade Institutional Experience December 2013 - Present
Job Manager, Business Transition Services at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional December 2013 - Present
TD Ameritrade Institutional April 2010 - December 2013
TD Ameritrade April 2008 - April 2010
TD Ameritrade February 2007 - April 2008
TD Ameritrade July 2006 - February 2007
Skills
Uniform Combined State..., Wealth Management, Mutual Funds, Investment Advisory, Retirement Planning, Series 24, Equities, Securities, Investments, Fixed Income, Retirement, Series 65, Asset Allocation, FINRA, Portfolio Management, Strategic Financial..., ETFs, Options, Risk Management, Series 7, Financial Services, Series 3, Series 55, Series 4
Education
University of North Texas 1998 — 2002
University of North Texas 1998 — 2002
Bachelor's degree, Entrepreneurship/Strategic Management
TD Ameritrade Institutional December 2013 - Present
TD Ameritrade Institutional April 2010 - December 2013
TD Ameritrade April 2008 - April 2010
TD Ameritrade February 2007 - April 2008
TD Ameritrade July 2006 - February 2007
Skills
Uniform Combined State..., Wealth Management, Mutual Funds, Investment Advisory, Retirement Planning, Series 24, Equities, Securities, Investments, Fixed Income, Retirement, Series 65, Asset Allocation, FINRA, Portfolio Management, Strategic Financial..., ETFs, Options, Risk Management, Series 7, Financial Services, Series 3, Series 55, Series 4
Education
University of North Texas 1998 — 2002
University of North Texas 1998 — 2002
Bachelor's degree, Entrepreneurship/Strategic Management
Hank Soluk's TD Ameritrade Institutional Experience November 2006 - Present
Job VP Institutional Sales at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional November 2006 - Present
Sincere & Co. January 2005 - November 2006
Kobren Insight Management 2002 - 2005
A.G. Edwards 1999 - 2002
Gruntal & Company 1995 - 1998
Education
University of Rhode Island 1991 — 1995
BA., Finance
TD Ameritrade Institutional November 2006 - Present
Sincere & Co. January 2005 - November 2006
Kobren Insight Management 2002 - 2005
A.G. Edwards 1999 - 2002
Gruntal & Company 1995 - 1998
Education
University of Rhode Island 1991 — 1995
BA., Finance
Curt Favinger's TD Ameritrade Institutional Experience February 2011 - May 2015
Job Project Manager at Hillwood Construction Services
Industry Construction
Experience
Hillwood Construction Svc June 2015 - Present
TD Ameritrade Institutional February 2011 - May 2015
United States Marine Corps May 2003 - June 2011
ROEL Construction Co., Inc. January 2001 - December 2009
Skills
Process Scheduler, Project Management, Construction, Strategic Planning, Leadership, Project Planning, Contract Management, Operational Planning, Military, Security Clearance, Risk Management, Program Management, Team Building
Education
University of Nebraska-Lincoln 2010 — 2012
Master of Business Administration (MBA)
University of Nebraska-Lincoln 1994 — 1999
Construction Management
Hillwood Construction Svc June 2015 - Present
TD Ameritrade Institutional February 2011 - May 2015
United States Marine Corps May 2003 - June 2011
ROEL Construction Co., Inc. January 2001 - December 2009
Skills
Process Scheduler, Project Management, Construction, Strategic Planning, Leadership, Project Planning, Contract Management, Operational Planning, Military, Security Clearance, Risk Management, Program Management, Team Building
Education
University of Nebraska-Lincoln 2010 — 2012
Master of Business Administration (MBA)
University of Nebraska-Lincoln 1994 — 1999
Construction Management
Jeff Granneman's TD Ameritrade Institutional Experience December 2014 - Present
Job TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade Institutional December 2014 - Present
TD Ameritrade December 2012 - December 2014
TD Ameritrade February 2007 - November 2012
Education
University of Nebraska-Lincoln 2002 — 2006
Bachelors, Finance
TD Ameritrade Institutional December 2014 - Present
TD Ameritrade December 2012 - December 2014
TD Ameritrade February 2007 - November 2012
Education
University of Nebraska-Lincoln 2002 — 2006
Bachelors, Finance
Andrew Iverson's TD Ameritrade Institutional Experience October 2014 - September 2015
Job Financial Analyst (FP&A) at AECOM
Industry Financial Services
Experience
AECOM September 2015 - Present
TD Ameritrade Institutional October 2014 - September 2015
AXA Advisors June 2014 - October 2014
Amazing Grass July 2012 - August 2013
Peet's Coffee & Tea June 2010 - August 2011
Skills
Microsoft Excel, Microsoft Word, Financial Analysis, Interpersonal Skill, Strategy, Accounting, Accounts Receivable, Microsoft Office, Financial Modeling, Financial Risk, PowerPoint, Public Speaking, Leadership, Management, Research, Investments, Portfolio Management, Social Media Marketing
Education
University of Southern California 2010 — 2014
Bachelor’s Degree, Business Administration and Management, Finance
AECOM September 2015 - Present
TD Ameritrade Institutional October 2014 - September 2015
AXA Advisors June 2014 - October 2014
Amazing Grass July 2012 - August 2013
Peet's Coffee & Tea June 2010 - August 2011
Skills
Microsoft Excel, Microsoft Word, Financial Analysis, Interpersonal Skill, Strategy, Accounting, Accounts Receivable, Microsoft Office, Financial Modeling, Financial Risk, PowerPoint, Public Speaking, Leadership, Management, Research, Investments, Portfolio Management, Social Media Marketing
Education
University of Southern California 2010 — 2014
Bachelor’s Degree, Business Administration and Management, Finance
Kristin Broussard's TD Ameritrade Institutional Experience January 2012 - Present
Job OwnerI Love A Child With Autism
Industry Retail
Experience
TD Ameritrade Institutional January 2012 - Present
Self-employed October 2005 - Present
Education
University of North Texas 1993 — 1997
Bachelor of Business Administration (BBA), Marketing
TD Ameritrade Institutional January 2012 - Present
Self-employed October 2005 - Present
Education
University of North Texas 1993 — 1997
Bachelor of Business Administration (BBA), Marketing
Joshua Orton's TD Ameritrade Institutional Experience January 2013 - Present
Job Relationship Manager II, Advisor Relations at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional January 2013 - Present
TD Ameritrade Institutional November 2012 - January 2013
TD Ameritrade August 2011 - November 2012
Skills
Series 7, Series 63, Options, Securities, Financial Markets, Investments
Education
University of North Texas 2007 — 2011
Bachelor of Business Administration (BBA), Finance
TD Ameritrade Institutional January 2013 - Present
TD Ameritrade Institutional November 2012 - January 2013
TD Ameritrade August 2011 - November 2012
Skills
Series 7, Series 63, Options, Securities, Financial Markets, Investments
Education
University of North Texas 2007 — 2011
Bachelor of Business Administration (BBA), Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY