TD Waterhouse Investor Services

Industry: Company

Description

Customer service: 1 (800) 454-9272 Headquarters: Omaha, NE Founded: 1971 Subsidiary: TD AMERITRADE Clearing, Inc., Asset Management Arm Parent organizations: TD Ameritrade, TD AMERITRADE Online Holdings Corp

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TD Waterhouse Investor Services Employees

Employee
Years
Job
Industry
Audrey Tarter Audrey Tarter Springfield, Illinois Area Details
Audrey Tarter's TD Waterhouse Investor Services Experience December 2002 - September 2003
Job AVP, Talent Management at Horace Mann
Industry Human Resources
Experience
Horace Mann  January 2015 - Present
USAA  January 2012 - December 2014
USAA  March 2009 - January 2012
USAA  February 2007 - March 2009
USAA  August 2006 - February 2007
USAA, High Net Worth (Select®)   May 2004 - August 2006
TD Waterhouse Investor Services   December 2002 - September 2003
E*TRADE Financial  May 2002 - December 2002
USAA, Investment Management Company  August 1999 - May 2002

Skills
Microsoft Office, Strategic Leadership, Succession Planning, Leadership Development, Management, Leadership, Talent Management, Workforce Planning, Executive Coaching, Personnel Management, Strategic Planning, Training, Organizational..., Analysis, Process Improvement, Business Process..., Employee Training, Human Resources, Call Centers, Change Management, Organizational..., Coaching, Employee Engagement, Management Development, New Hire Orientations, Training Delivery, Career Development, Interviews, HR Consulting, HR Policies, Employee Benefits, HRIS, Performance Management, Deferred Compensation, Onboarding, Employee Relations, Hiring, Talent Acquisition, Recruiting, Organizational Design, College Recruiting, Applicant Tracking..., Benefits Administration, Conflict Resolution, Executive Management, Job Analysis, Culture Change, Performance Consulting, Job Evaluation, Performance Improvement

Education
The University of Texas at San Antonio   1992 — 1996
Bachelor of Arts, Psychology

ICMI

St. Mary's University - Postgraduate work
Industrial/Organizational Psychology

Jonathan Cleall Jonathan Cleall Edmonton, Canada Area Details
Jonathan Cleall's TD Waterhouse Investor Services Experience June 2000 - May 2006
Job Account Manager at Enmax Energy
Industry Utilities
Experience
Enmax Energy  November 2006 - Present
TD Waterhouse Investor Services   June 2000 - May 2006

Skills
Energy, Account Management

Education
Northern Alberta Institute of Technology   2000 — 2002
Marketing

University of Alberta   1994 — 1999
Bachelor of Arts, Sociology

St Francis Xavier

Gabriel Skipper Gabriel Skipper Las Vegas, Nevada Details
Gabriel Skipper's TD Waterhouse Investor Services Experience 1999 - 2000
Job Vice President at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial  October 2014 - Present
Fidelity Investments  January 2014 - April 2014
Charles Schwab  April 2007 - April 2013
The Vanguard Group  2003 - 2007
AIG Advisor Group (SunAmerica, Sentra, and Spelman)   2002 - 2003
Charles Schwab  2000 - 2001
TD Waterhouse Investor Services   1999 - 2000
TD Waterhouse Investor Services   1998 - 1999
TD Waterhouse Investor Services   1996 - 1998

Skills
Series 7, Business Transformation, Competitive Analysis, Operational Risk..., Risk Management, Securities, Management, Financial Services, Six Sigma, Leadership, Series 24, Project Management, CRM, Relationship Management, FINRA, Series 63, Mutual Funds, Investments, Business Strategy, Employee Engagement, Net Promoter Score, Contact Centers, Development Of Employees, Process Improvement, Compliance, Great Motivator, Call Centers, Gallup Strengths, Strategy

Education
University of Nevada-Las Vegas   1990 — 1992
B.S., Business/Hotel Administration

University of Hawaii Maui College   1988 — 1990
General Studies

Greg Pack Greg Pack Greater New York City Area Details
Greg Pack's TD Waterhouse Investor Services Experience March 2000 - August 2001
Job Managing Director at Cardinal Data Systems, Inc.
Industry Information Technology and Services
Experience
Cardinal Data Systems, Inc.   August 2001 - Present
CDS Resources, LLC   January 2004 - June 2010
AHP Settlement Trust  2005 - 2010
Hotres.com   2002 - 2005
AlliedTPro  2002 - 2005
Cardinal Data Systems, Inc.   August 2001 - January 2004
TD Waterhouse Investor Services   March 2000 - August 2001
CIBC World Markets  January 1981 - March 2000
CIBC World Markets  1999 - 2000
CIBC World Markets  1981 - 2000

Skills
Disaster Recovery, IT Management, Project Management, Virtualization, Financial Services, Cloud computing (Iaas,..., Staff Augmentation, System Architecture, Business Analysis, Information Technology, Technical Recruiting, Technical Documentation, Talent Management, Screening Resumes, Team Leadership, SaaS, Document Imaging, Docuware, Process Improvement, Vendor Management, IT Strategy, Recruiting, Data Center, SDLC, Software Development, Management, Enterprise Architecture, Risk Management, ITIL, Software Project..., PMO, Cloud Computing, Infrastructure, Project Portfolio..., Business Continuity, Resource Management, Servers, Information Security, Solution Architecture, Program Management, Network Administration, Integration, Security, System Administration, Networking, IT Service Management, IT Operations, Outsourcing, Consulting, Strategy

Education
Pace University - Lubin School of Business   1980 — 1986

american institute of banking   1981 — 1983
Banking for Professionals, Banking and Financial Support Services

Music and Art

Gilbert Addeo Gilbert Addeo Greater San Diego Area Details
Gilbert Addeo's TD Waterhouse Investor Services Experience 1996 - 1998
Job COO Investment Placement Group
Industry Financial Services
Experience
Investment Placement Group  July 2015 - Present
Pershing LLC  January 2008 - Present
Bear Stearns  October 2001 - October 2007
SunGard  1998 - 2001
TD Waterhouse Investor Services   1996 - 1998
Philadelphia Stock Exchange  1990 - 1996

Skills
CRM, Financial Services, Management, Project Management, Sales Management, Strategy, Securities, Hedge Funds, Asset Management, Capital Markets, Trading, Executive Management, Equities, Sales, Fixed Income, Business Strategy

Education
Temple University

Matthew Villa Matthew Villa Greater New York City Area Details
Matthew Villa's TD Waterhouse Investor Services Experience November 1999 - July 2004
Job Vice President, Chief Compliance Officer at Prudential Real Estate Investors
Industry Investment Management
Experience
Prudential Real Estate Investors  August 2011 - Present
Fox Asset Management, LLC   July 2007 - August 2011
Prudential Investments  July 2004 - July 2007
TD Waterhouse Investor Services   November 1999 - July 2004
Dreyfus  December 1997 - November 1999
AIG Royal Alliance  October 1995 - December 1997

Skills
Series 7, Mutual Funds, Contract Negotiation, FINRA, Securities, Investment Advisory, Asset Managment, Alternative Investments, Series 24, Hedge Funds, Series 63, FX Options, Management, AML, Asset Allocation, Asset Management, Due Diligence, Equities, Investments, Risk Management

Education
University of Richmond - Robins School of Business   1989 — 1993
BSBA, Marketing

University of Richmond   1989 — 1993
Bachelor of Science, Business Administration

Monmouth University   2008 — 2009
MBA, Business Administration

Karl Shultz Karl Shultz Greater San Diego Area Details
Karl Shultz's TD Waterhouse Investor Services Experience March 1996 - August 2004
Job Compliance BSA/AML Specialist
Industry Financial Services
Experience
California Coast Credit Union  August 2011 - Present
Independent Financial Group LLC  April 2011 - August 2011
TD Ameritrade Institutional Services   June 2005 - October 2008
TD Waterhouse Investor Services   March 1996 - August 2004

Skills
Training, Customer Service, Risk Management, Investments, Human Resources, Series 7, Microsoft Excel

Education
California State University San Marcos   1993 — 1995
BS, Business Administration, High Tech Management, 3.60

San Diego Miramar College   1991 — 1993
AS, Business Admin

Kyle Guiao Kyle Guiao Roseville, California Details
Kyle Guiao's TD Waterhouse Investor Services Experience February 2000 - October 2001
Job
Industry Computer Software
Experience
Act-On Software, Inc.   October 2014 - Present
Act-On Software, Inc.   June 2013 - September 2014
Act-On Software, Inc.   January 2011 - May 2013
Cisco WebEx  January 2006 - December 2010
National Medical Health Card, Inc. (NMHC)   February 2003 - December 2005
Health Net of California  July 2002 - February 2004
Blue Cross of California  October 2001 - July 2002
TD Waterhouse Investor Services   February 2000 - October 2001

Skills
Account Management, Customer Service, Integrated Marketing, Relationship Management, Salesforce.com, SaaS, Lead Generation, Marketing Automation, Webinars, Solution Selling, WebEx, Sales, Enterprise Software, Analytics, Cloud Computing, CRM, Email Marketing, Customer Retention, Zendesk, Training, Software Industry, Start-ups, Online Marketing, Unified Communications, Customer Experience, Management, Leadership, B2B Marketing, Team Building, Strategic Planning, GoToMeeting, Team Leadership, Customer Engagement, Strategy

Education
University of California, Santa Barbara   1995 — 2000
BA, Business Economics

Peter Irwin Peter Irwin Greater Chicago Area Details
Peter Irwin's TD Waterhouse Investor Services Experience 2000 - 2000
Job Eze Software Group
Industry Financial Services
Experience
Eze Software Group  April 2013 - Present
RealTick, LLC  December 2010 - April 2013
Townsend Analytics, Ltd. (RealTick)   March 2009 - December 2010
Townsend Analytics, Ltd. (RealTick)   February 2008 - March 2009
Townsend Analytics, Ltd. (RealTick)   February 2007 - February 2008
Williams-Sonoma, Inc.   2004 - 2007
TD Waterhouse Investor Services   2000 - 2000
TD Waterhouse Investor Services   1998 - 2000
TD Waterhouse Investor Services   1996 - 1998
TD Waterhouse Investor Services   1995 - 1996

Skills
Financial Modeling, Microsoft Excel, Commercials, Customer Relations, Process Improvement, Capital Markets, Customer Service, Leadership, Project Management, Financial Services, Investments, Financial Markets, Electronic Trading, Trading Systems

Education
Boston University   1981 — 1987
BA, Economics

William Kearney William Kearney Daytona Beach, Florida Area Details
William Kearney's TD Waterhouse Investor Services Experience 2000 - 2008
Job FirsTrust
Industry Financial Services
Experience
FirsTrust, LLC - Private Wealth Management   November 2000 - Present
TD Waterhouse Investor Services   2000 - 2008

Skills
Sales, Strategic Planning, Strategy, Investments, Finance, Financial Services, Management, Leadership, Public Speaking, Budgets

Education
Florida Institute of Technology   1982 — 1987
BS, Business Administration

Florida Institute of Technology   1982 — 1986
Bachelor's degree, Business Administration and Management, General

Jennifer Pizzoli Jennifer Pizzoli Montreal, Canada Area Details
Jennifer Pizzoli's TD Waterhouse Investor Services Experience May 2008 - March 2013
Job Credit Analyst at TD
Industry Financial Services
Experience
TD  March 2013 - Present
TD Waterhouse Investor Services   May 2008 - March 2013
TD  May 2007 - May 2008

Skills
Relationship Management, Banking, Financial Modeling, Portfolio Management, Mutual Funds, Credit, Investments, Wealth Management, Financial Analysis, Commercial Banking, Loans, Business Development, Retail Banking, ETFs, Fixed Income, Asset Allocation, Customer Retention

Education
CSI
Canadian Securities Course

CSI
Options & Derivatives

Concordia University

Randolph Hawkins Randolph Hawkins Greater New York City Area Details
Randolph Hawkins's TD Waterhouse Investor Services Experience May 2003 - July 2006
Job Loan IQ Technical Analyst at Sumitomo Mitsui Banking Corporation
Industry Financial Services
Experience
Sumitomo Mitsui Banking Corporation  October 2010 - Present
Wachovia, A Wells Fargo Company  September 2009 - October 2010
Metlife Bank  May 2009 - September 2009
Societe Generale  March 2007 - October 2008
Credit Suisse  July 2006 - March 2007
TD Waterhouse Investor Services   May 2003 - July 2006
TD Waterhouse  2000 - 2003
Solomon Smith Barney  June 1998 - June 2000

Skills
Loans, Banking, Back Office, Credit Risk, SWIFT payments, Derivatives, Business Analysis, Business Requirements, SDLC, Financial Services, Requirements Gathering, User Acceptance Testing, Requirements Analysis, Process Improvement, Business Intelligence, Project Delivery

Education
Rutgers, The State University of New Jersey-New Brunswick   1994 — 1998
Bachelor's degree, Economics

Lauren R Lauren R Greater Nashville Area Details
Lauren R's TD Waterhouse Investor Services Experience 2002 - 2004
Job Security Operations Center Manager
Industry Computer & Network Security
Experience
Comdata  March 2014 - December 2014
LBMC  August 2012 - February 2014
NCI Information Systems, Inc.   April 2010 - August 2012
Computer Sciences Corporation  April 2010 - April 2011
Department of Defense Dependent Schools  December 2007 - March 2010
Rent-A-Geek Computer Services   April 2005 - October 2007
TD Waterhouse Investor Services   2002 - 2004
Chapman University  1997 - 2001

Skills
Cat Herding, General Awesomeness, Awesomeness, CISSP, Hardware, Security, Vulnerability Assessment, Security+, Software Documentation, Technical Support, Windows Server, CompTIA Security+, Computer Hardware, Scripting, Patch Management, Altiris, Checkpoint, Nessus, McAfee, corgis, Help Desk Support, Servers, Windows 7, System Administration, A+, Whitewater Kayaking, CompTIA, Documentation, Problem Solving, awkward hugs, Iambic Pentameter, Information Security, Computer Security, Dog Grooming

Education
University of Maryland University College   2008 — 2010
MS, Information Technology Information Assurance

Augusta Technical College   2005 — 2007
Diploma, Computer Programming and A+/Net+

Chapman University   1997 — 2001
BFA, Film and Television Production

Bryan Hedrick, CFA CAIA Bryan Hedrick, CFA CAIA Dallas/Fort Worth Area Details
Bryan Hedrick, CFA CAIA's TD Waterhouse Investor Services Experience December 2002 - August 2005
Job Investment Officer, Fort Worth Employees' Retirement Fund
Industry Investment Management
Experience
Fort Worth Employees' Retirement Fund   June 2008 - Present
Texas Christian University  August 2010 - Present
TCU Endowment Fund   October 2007 - February 2008
Brazos River Capital   June 2007 - October 2007
JPMorgan Chase & Co.   August 2005 - July 2006
TD Waterhouse Investor Services   December 2002 - August 2005
Morgan Stanley  August 2000 - March 2002

Skills
Valuation, Financial Analysis, Capital Raising, Investments, Portfolio Management, Asset Managment, Private Equity, Mutual Funds, Pricing, Financial Modeling, Equities, Alternative Investments, Corporate Finance, Capital Markets, Equity Research, Risk Management, Due Diligence, Finance, Investment Strategies, Derivatives

Education
Texas A&M University-Commerce   2015 — 2018
Master’s Degree, Accounting

Texas Christian University   2006 — 2008
Master of Business Administration (M.B.A.), Corporate Finance & Investments

Oklahoma State University   1995 — 2000
Bachelor's Degree, Finance

Joe Barra Joe Barra New York, New York Details
Joe Barra's TD Waterhouse Investor Services Experience 1996 - 2005
Job President – Financial Services | Technology | BPO
Industry Financial Services
Experience
Broadridge Financial Solutions  2007 - 2013
ADP  2005 - 2007
TD Waterhouse Investor Services   1996 - 2005
Fidelity Investments Company (National Financial Services Corp)   1990 - 1996
Thomson McKinnon Securities, Inc.   1982 - 1990

Education
Hofstra University
Bachelor of Business Administration / Finance

Steven Lieff Steven Lieff Toronto, Canada Area Details
Steven Lieff's TD Waterhouse Investor Services Experience 2006 - 2009
Job Actively seeking career opportunities
Industry Banking
Experience
TD  January 2015 - June 2015
TD  December 2013 - January 2015
TD Bank Group  February 2012 - December 2013
TD Bank Group  December 2010 - February 2012
TD Canada Trust  2009 - December 2010
TD Waterhouse Investor Services   2006 - 2009
TD Waterhouse  2004 - 2006
TD Waterhouse  2000 - 2004

Skills
Recruiting, Change Management, Employee Relations, Banking, Management, Credit, Human Resources, Operations Management, Retail Banking, HR Consulting, Relationship Management, Mortgage Lending, Mutual Funds, Cross Selling, Strategic Communications, Strategic Thinking, Personal Financial..., Stocks, Wealth Management, Employee Engagement, Consumer Lending, Lines Of Credit, Leadership, Customer Experience, Investments, Performance Management, Coaching, Risk Management, Team Leadership, Financial Services

Education
Carleton University   1991 — 1995
BComm, Business

Sharon Pereira Marks Sharon Pereira Marks New York, New York Details
Sharon Pereira Marks's TD Waterhouse Investor Services Experience May 2000 - May 2001
Job
Industry Insurance
Experience
Excess Line Association of New York   July 2012 - Present
QBE North America  April 2011 - June 2012
A.M. Best Company   March 2005 - April 2011
Safeco  May 2001 - March 2005
TD Waterhouse Investor Services   May 2000 - May 2001

Skills
Insurance, Accounting, Auditing, Finance, Strategic Financial..., Internal Controls, Analysis, Corporate Finance, Mergers & Acquisitions, Financial Analysis, Credit Analysis, Valuation, Asset Management, Forecasting, Due Diligence, Managerial Finance, Banking, Variance Analysis

Education
Rutgers, The State University of New Jersey - Rutgers Business School   2007 — 2012
M.B.A.

Rutgers University-New Brunswick   1996 — 2000
BA

Sherry Horton Sherry Horton Edmonton, Canada Area Details
Sherry Horton's TD Waterhouse Investor Services Experience April 2000 - July 2012
Job Claims Analyst at Wawanesa Insurance
Industry Insurance
Experience
Wawanesa Insurance  November 2013 - Present
TD Insurance  July 2012 - July 2013
TD Waterhouse Investor Services   April 2000 - July 2012

Skills
Mutual Funds, Options, Trading, Bonds, Wealth Management, Foreign Exchange, Fixed Income, Banking, Investments, Derivatives, Credit, Bloomberg, Securities, Customer Service, Equities, Microsoft Excel, Risk Management, PowerPoint

Education
Northern Alberta Institute of Technology / NAIT   1998 — 2000
Business Administration, Finance, General

Red Deer College   1992 — 1994
Rehabilitation Diploma

Fenella Au Fenella Au Edmonton, Canada Area Details
Fenella Au's TD Waterhouse Investor Services Experience March 2004 - November 2007
Job Financial Advisor
Industry Financial Services
Experience
TD Canada Trust  September 2012 - Present
TD Waterhouse  December 2007 - September 2012
TD Waterhouse Investor Services   March 2004 - November 2007
TD Waterhouse Investor Services   September 2000 - March 2004

Skills
Coaching, Presentations, Customer Service, People Management, People Development, Mutual Funds, Management, Securities, Investments, Banking, Fixed Income, Bonds, Options, Wealth Management, Equity Trading, Credit Risk, Equities, Financial Markets, Foreign Exchange, Investment Strategies, FX Options, Options Strategies, Finance, Trading, Bloomberg, Portfolio Management

Education
Northern Alberta Institute of Technology   1998 — 2000
Finance

Carmen So Carmen So Vancouver, Canada Area Details
Carmen So's TD Waterhouse Investor Services Experience June 2008 - September 2010
Job Senior Private Banker at TD Wealth Private Client Group
Industry Banking
Experience
TD Waterhouse - Private Client Services  September 2011 - Present
HSBC Bank Canada  September 2010 - September 2011
TD Waterhouse Investor Services   June 2008 - September 2010

Skills
Credit Analysis, Banking, Retail Banking, Portfolio Management, Wealth Management, Credit, Investments, Mutual Funds, Mortgage Lending

Education
Eric Hamber Secondary

Simon Fraser University

Andres Castrillon Andres Castrillon Washington D.C. Metro Area Details
Andres Castrillon's TD Waterhouse Investor Services Experience July 2000 - July 2001
Job International Trade Attorney/Lobbyist
Industry Law Practice
Experience
Auto Care Association  September 2012 - Present
Hughes Hubbard & Reed LLP  July 2008 - August 2012
Vinson & Elkins LLP  September 2007 - July 2008
Willkie Farr & Gallagher LLP  May 2005 - December 2006
Safer Foundation  August 2003 - August 2004
Ewha American Language School  August 2001 - July 2003
TD Waterhouse Investor Services   July 2000 - July 2001
City Year Chicago (AmeriCorps)   July 1999 - July 2000

Skills
International Trade, Export Controls, Leadership, Customs Regulations, FCPA, Foreign Affairs, Latin America, International Law, Internal Investigations, Corporate Governance, Courts, Joint Ventures, Corporate Law, Anti-corruption, Sanction, Import

Education
The George Washington University Law School   2004 — 2007
JD, Law

Denison University   1995 — 1999
BA, Political Science

Bill Charters Bill Charters Toronto, Canada Area Details
Bill Charters's TD Waterhouse Investor Services Experience 2000 - 2002
Job President & CEO at Velloe Inc.
Industry Information Technology and Services
Experience
Velloe   2013 - Present
Youth in Motion Education Foundation   2008 - 2014
Sunrise Sustainable Energy   2009 - 2013
Loblaw Companies Limited  2007 - 2009
Capco  2006 - 2007
TD Bank Financial Group  2002 - 2005
TD Waterhouse Investor Services   2000 - 2002
TD Bank Financial Group  1997 - 2000
TD Bank Financial Group  1995 - 1997
Information Systems Audit & Control Association (ISACA)   1995 - 1997

Skills
Leadership, Management, Strategic Planning, Product Management, Team Building, Risk Management, Business Strategy, Executive Management, Business Transformation, IT Strategy, Change Management, Program Management, Sales, Vendor Management, Strategy, Process Improvement, Project Planning, Business Development, Entrepreneurship, Management Consulting, Governance, Business Process..., Strategic Partnerships, New Business Development, Negotiation, Talent Management, Outsourcing, Operations Management, Cross-functional Team..., Business Planning, Team Leadership, Service Management, Mergers, Process Engineering, Strategic Thinking, Start-ups, Team Management, Business Optimization, Change Leadership, Process Optimization, Business Management, Organizational Change, Organizational..., Acquisition Integration, Compliance, Performance Management, P&L Management, Leadership Development, Due Diligence, Planning

Education
Queen's University   2003 — 2003
Executive Program, Executive Program

University of Toronto   1982 — 1986
BA, Commerce/Economics/Computer Science

Mark Skirbe Mark Skirbe Greater New York City Area Details
Mark Skirbe's TD Waterhouse Investor Services Experience July 1996 - June 2002
Job Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade  December 2008 - Present
Kiwi Mortgage LLC   July 2007 - December 2008
T. Rowe Price  January 2004 - July 2007
TD Waterhouse Investor Services   July 1996 - June 2002

Skills
Series 7, Series 24, Mutual Funds, Wealth Management, Series 63, Sales Management, Retirement Planning, Asset Allocation, FINRA, Investments, Risk Management, Retirement, Strategic Financial..., Financial Advisory, Portfolio Management, Financial Services, Equities, 401k, Uniform Combined State..., Securities, Relationship Management, Investment Advisory, Investment Strategies, Financial Markets, Asset Management, Fixed Income, Series 6, Alternative Investments, Options, Wealth Management..., Bonds, Fixed Annuities, Investment Management, Wealth, Trading, High Net Worth..., ETFs, IRAs, Stocks, Hedge Funds, Life Insurance

Education
Ramapo College of New Jersey
Bachelor's of Science, Business Administration and Management, General

Juan C. Valencia Juan C. Valencia Greater New York City Area Details
Juan C. Valencia's TD Waterhouse Investor Services Experience April 2000 - April 2001
Job Marketing Specialist Prod Dev/Mgmt at Verizon
Industry Telecommunications
Experience
Verizon  May 2013 - Present
Verizon Wireless  June 2011 - May 2013
Verizon Wireless, HQ   June 2005 - June 2011
Verizon Wireless, HQ   February 2005 - May 2005
Verizon Wireless  June 2001 - January 2005
TD Waterhouse Investor Services   April 2000 - April 2001

Skills
Spanish, Purchasing, Inventory Management, Project Management, Strategic Partnerships, Account Management, Wireless, CDMA, Telecommunications, LTE, Mobile Communications, Smartphones, Mobile Devices, Customer Experience, Cross-functional Team..., 3G, Product Management, Product Lifecycle..., 4G, Mobile Technology, Management, Cellular Communications, WCDMA, 3GPP, Product Marketing, Go-to-market Strategy, Managed Services, UMTS, Mobile Internet, GPRS, GSM, Leadership, SMS, Customer Retention, Solutions Marketing, Broadband, VoIP, Vendor Management, Product Development

Education
University of Florida
Master of Arts, Latin American StudiesCenter for Latin American Studies

Rutgers University-New Brunswick
B.A., History/Latin American Studies/Mathematics

Nelson V. Gomez Nelson V. Gomez Greater New York City Area Details
Nelson V. Gomez's TD Waterhouse Investor Services Experience July 2003 - September 2004
Job Financial Intelligence Citigroup
Industry Financial Services
Experience
Citi  June 2013 - Present
Bank of New York Mellon  April 2010 - April 2012
Deutsche Bank  August 2008 - January 2009
Blaylock & Company  September 2006 - March 2007
Citigroup  September 2004 - August 2006
TD Waterhouse Investor Services   July 2003 - September 2004
Citigroup  June 1999 - July 2003
Citigroup  August 1997 - June 1999

Skills
Equities, FINRA, Financial Modeling, Series 24, Emerging Markets, Private Equity, Series 63, Series 7, AML, Business Development, Regulations, Securities, Internal Audit, Financial Risk, Mutual Funds, Financial Services, Due Diligence, Hedge Funds, Asset Management, Risk Management, Capital Markets, Financial Advisory, KYC, Investments, Finance, Trading, Wealth Management, Fixed Income, Investment Advisory, Financial Regulation, Options, Derivatives, Alternative Investments, Anti Money Laundering

Education
City University of New York-Brooklyn College
Biology, Biology, Business

James Madison High School

James Madison High School

Kingsborough Community College
Biology, Biology

Martin Franco Martin Franco Puerto Rico area Details
Martin Franco's TD Waterhouse Investor Services Experience January 1999 - March 2001
Job HR Manager at Enterprise Holdings
Industry Retail
Experience
Enterprise Rent -A- Car  August 2006 - Present
TD Waterhouse Investor Services   January 1999 - March 2001
Banco De Bogota  July 1995 - July 1999

Skills
Employee Relations, Performance Management, Talent Acquisition, Human Resources, Onboarding, Recruiting, Team Building, Employee Engagement, Talent Management, College Recruiting, Employee Benefits, Employee Training, Interviews, Succession Planning, Applicant Tracking...

Education
Universidad Externado de Colombia   1990 — 1995
Finance & International Relations, Finance, Foreign policy, economics, history

Clive Rodgers Clive Rodgers Toronto, Canada Area Details
Clive Rodgers's TD Waterhouse Investor Services Experience November 1997 - January 2000
Job IT Manager
Industry Information Technology and Services
Experience
TD Securities Technology Solutions   December 2011 - Present
TD Securities  May 2008 - December 2011
TD Waterhouse  March 2005 - May 2008
TD Wealth Management Technology Solutions   2005 - 2008
TD Bank Financial Group  January 2000 - March 2005
TD Waterhouse Investor Services   November 1997 - January 2000
Standard Chartered Bank Pakistan Limited  1992 - 1995

Skills
Banking, Budgeting, Disaster Recovery, Incident Management, Business Analysis, Business Process..., Risk Management, SDLC, Vendor Management, Process Improvement, People Management, Change Management, Compliance, Access, Analysis, Problem Solving, Microsoft Office, Team Building, IT Management, Testing, Customer Service, User Acceptance Testing, Project Planning, Systems Analysis, Documentation, Coaching, Team Leadership, Solution Design, Business Requirements, Customer Relations, Vendor Relations, Service Management, Business Continuity, IT Operations, Project Implementation, Wealth Management, Software Documentation, Management, Requirements Gathering, Business Process, Requirements Analysis, Team Management, Governance, Information Technology, System Administration, IT Audit, Financial Services, IT Service Management, Project Management, Back Office

Education
Karachi University   1988 — 1992
BComm, Accounting

St. Paul's English High School   1976 — 1987
O'Levels, Accounting

Anthony Morice Anthony Morice Greater Chicago Area Details
Anthony Morice's TD Waterhouse Investor Services Experience March 2000 - August 2001
Job General Manager at West Loop Auto Body
Industry Automotive
Experience
West Loop Auto Body   November 2001 - Present
TD Waterhouse Investor Services   March 2000 - August 2001
GNC  February 1999 - February 2000

Skills
Mutual Funds, Customer Relations, Accounting, Automotive, Collision, Stocks, Stock Market, Automotive Aftermarket, Customer Satisfaction, Automobile, Vehicles, Customer Service, Team Building, Parts, Purchasing, Operations Management, Profit, Negotiation, Sales Management, Automotive Repair, New Business Development, Customer Retention, Warranty, Automotive Parts, Truck, Training, Reynolds, Strategic Planning, Sales Process, Dealer Management, Fleet Management, Auto Body, Dealers, Tires, Sales, Continuous Improvement, I-CAR Platinum, Income Statement, Aftersales, Powertrain, Motorcycle, Motorsports, Automotive Engineering, Racing, P&L, Automotive Electronics, Gross Profit, CCC Pathways, Sales Operations, Pricing

Education
University of Illinois at Urbana-Champaign   1995 — 1998
BA, Sociology (emphasis in Criminology)

Moraine Valley Community College   1993 — 1994
na, General Ed

Joshua Lybolt Joshua Lybolt Greater Chicago Area Details
Joshua Lybolt's TD Waterhouse Investor Services Experience July 2000 - November 2001
Job President, Prime Real Estate
Industry Real Estate
Experience
Prime Real Estate  May 2005 - Present
Premier Development  April 2006 - Present
Indiana Economic Development Corporation's (IEDC) Small Business Development Center (SBDC)   October 2007 - May 2010
Purdue University Calumet  January 2001 - October 2007
TD Waterhouse Investor Services   July 2000 - November 2001

Skills
Real Estate, Real Estate Development, Economic Development, Fundraising, Entrepreneurship, Corporate Finance, Non-profits, Real Estate Investment, Investment Properties, Property Management, Grants, Sellers, Short Sales, Foreclosures, Real Estate Finance, Residential, Real Estate Transactions, Leases, Construction, Community Development, Public Speaking, Venture Capital, REO, Dispositions, First Time Home Buyers, Zoning, Condos, Realty, Private Equity, Investors, Valuation, Corporate Real Estate, Land Use, Social Entrepreneurship, Relocation, Real Estate Negotiation, Small Business, Program Development, Due Diligence, Residential Homes, Finance, Real Estate Economics, Management, Nonprofits, Marketing, Leadership, Strategic Planning, Disposition, Real Property, Selling

Education
Purdue University   2001 — 2002
MBA, Finance

Purdue University   1997 — 2001
BS, Finance and Economics

Rod McKinnis Rod McKinnis Phoenix, Arizona Area Details
Rod McKinnis's TD Waterhouse Investor Services Experience January 1994 - February 2006
Job Partner at Research Based Solutions | Author | Sales Speaker
Industry Management Consulting
Experience
Research Based Solutions   June 2012 - Present
National Sales Network, Phoenix   January 2011 - December 2013
The McKinnis Consulting Group LLC   February 2004 - June 2012
PsyMetrics Global   2009 - 2009
National Sales Network  2006 - 2008
TD Waterhouse Investor Services   January 1994 - February 2006
TD Waterhouse  1994 - 2004
University of Colorado  August 1996 - May 1997
Waterhouse Securities  1994 - 1996

Skills
Sales Management, Sales Process, Direct Sales, Consultative Selling, New Business Development, Increasing Revenue, Lead Generation, Strategic Planning, Leadership Development, Selling, Team Building, Coaching, Business Strategy, Executive Management, Management Consulting, Customer Relations, Executive Coaching, Training, Salesforce.com, Sales, Customer Service, Management, Strategy, Business Development, Start-ups, Strategic Partnerships, Leadership, Business Planning, Marketing Strategy, Small Business, Fundraising

Education
Eastern Illinois University   1987 — 1993
M.A., Economics/Business

Mendel Catholic   1983 — 1987

Scott Dart Scott Dart London, Canada Area Details
Scott Dart's TD Waterhouse Investor Services Experience March 2005 - January 2009
Job Living Life!
Industry Sports
Experience
Fanshawe College  August 2014 - Present
London Majors Baseball Corp.   March 2004 - Present
Fanshawe College  June 2011 - August 2014
Fanshawe College  October 2011 - March 2012
Fanshawe College  January 2009 - November 2011
Lambton Shores Predators Junior B Hockey Team   2006 - November 2011
The Better Way Lending Company   April 2010 - October 2011
TD Waterhouse Investor Services   March 2005 - January 2009
Lambeth Lancers Junior D Hockey Team   2006 - 2008
Ontario Mortgage Action Centre   March 2002 - March 2005

Skills
Public Speaking, Coaching, Social Media, Event Planning, Customer Service, Marketing, Social Media Marketing, Leadership Development, Fundraising, Event Management, Strategic Planning, Public Relations, Strategic Financial..., Sports, Team Building, Small Business, Staff Development, Non-profits, Team Leadership, Media Relations, Time Management, Management, Nonprofits, Social Networking, Leadership, Marketing Communications, Entrepreneurship, Training, Business Strategy, Strategy, Account Management, Project Planning, Budgets, PowerPoint, Business Development, Advertising, Sponsorship, Sales, Organizational..., Teaching, Business Planning, Online Marketing, New Business Development, Volunteer Management, Research, Teamwork, Marketing Strategy, Project Management, Market Research, Negotiation

Education
Husson University   2013 — 2015
Bachelor of Science (BSc), Business Administration

University of Fredericton   2015 — 2018
Master's degree, Business Administration

LERN   2012 — 2012
Certified Program Planner

Fanshawe College
Business Finance Diploma, Finance

Chesley Ave PS

Anthony Link Anthony Link Naples, Florida Area Details
Anthony Link's TD Waterhouse Investor Services Experience October 1990 - November 2000
Job VP Operations, Program Mgmt. & Regulation at Scottrade
Industry Financial Services
Experience
Scottrade  July 2014 - Present
QuantRiver Financial, LLC   December 2010 - July 2014
Consultant  June 2009 - November 2010
The Capital Group  June 2008 - May 2009
optionMONSTER  June 2007 - May 2008
ex24, Inc.   February 2002 - June 2007
TD Waterhouse Investor Services   October 1990 - November 2000

Skills
Equities, Fixed Income, Options, Series 24, Securities, Trading, Risk Management, Electronic Trading, Investments, Portfolio Management, Wealth Management, FINRA, Financial Risk, Hedge Funds, Derivatives, Financial Markets, Equity Trading, Capital Markets, Trading Systems, Financial Services, Series 63

Education
University of Iowa

Jeffrey Haggerty Jeffrey Haggerty Edmonton, Canada Area Details
Jeffrey Haggerty's TD Waterhouse Investor Services Experience September 2000 - September 2001
Job Financial Planning Specialist at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  February 2012 - Present
Sun Life Financial, Edmonton, AB   June 2007 - February 2012
BMO Bank of Montreal  March 2006 - June 2007
CIBC Imperial Service  May 2004 - March 2006
TD Canada Trust  February 2003 - May 2004
TD Canada Trust  September 2001 - February 2003
TD Waterhouse Investor Services   September 2000 - September 2001

Skills
Mutual Funds, Wealth Management, Financial Advisory, Investments, Retirement Planning, Strategic Financial..., Financial Planners, Portfolio Management, Investment Strategies, Financial Services, Finance, Securities, Estate Planning, Financial Planning, High Net Worth..., Investment Advisory, Retirement

Education
University of Alberta   1995 — 2000
BSc., Psychology, Chemistry

University of Alberta   1994 — 1999
Bachelor of Science (BSc), Psychology

Louis St. Laurent High School
Advanced High School Diploma with Honours; Bachelor of Science, Psychology; Chemistry

Cindy Dunn Cindy Dunn Toronto, Canada Area Details
Cindy Dunn's TD Waterhouse Investor Services Experience June 2000 - January 2001
Job Vice President of Human Resources at Heart & Stroke Foundation
Industry Financial Services
Experience
Heart and Stroke Foundation  November 2011 - Present
Start2Finish   September 2009 - September 2012
TD Bank  November 2008 - May 2011
TD Canada Trust  November 2006 - November 2008
TD Canada Trust  September 2003 - November 2006
TD Canada Trust  June 2002 - September 2003
TD Bank Group  January 2001 - June 2002
TD Waterhouse Investor Services   June 2000 - January 2001
Canada Trust  January 1996 - June 2000
Canada Trust  January 1993 - January 1996

Skills
HR strategy and..., Leadership, Performance Management, Management, Strategy, Employee Engagement, Talent Management, Strategic Planning, Change Management, Human Resources, Coaching

Education
University of Toronto - Rotman School of Management   1997 — 1999
MBA, Business Administration, Dean's list

University of Toronto - Rotman School of Management   1996 — 1999
ICD, Not for Profit Governance Essentials

The University of Western Ontario - Richard Ivey School of Business   1980 — 1984
HBA, Business Administration

Rod Mustapic Rod Mustapic Vancouver, Canada Area Details
Rod Mustapic's TD Waterhouse Investor Services Experience 2002 - 2006
Job Owner, Triage Data Solutions Inc.
Industry Information Technology and Services
Experience
Triage Data Solutions Inc.   2006 - Present
TD Waterhouse Investor Services   2002 - 2006

Skills
Project Management, Document Management, New Business Development, Business Development, Business Analysis, Sales Management, Account Management, Networking, Risk Management, Strategy, Business Strategy

Education
The University of British Columbia / UBC   2011 — 2014
Award of Achievement in Sustainability Management, Sustainability Management

British Columbia Institute of Technology
Construction Management

British Columbia Institute of Technology   1991 — 1993
Marketing/Sales

Simon Fraser University   1986 — 1991
Bachelor of Applied Science (B.A.Sc.), Communications

Templeton High School   1981 — 1986

Robson Lin Robson Lin Montreal, Canada Area Details
Robson Lin's TD Waterhouse Investor Services Experience May 2006 - June 2007
Job A Team Leader who gives 110%, curiosity marks me and team success is my goa!
Industry Banking
Experience
TD Direct Investing (TD Waterhouse)   April 2014 - Present
TD Direct Investing (TD Waterhouse)   May 2011 - April 2014
TD Waterhouse Canada   June 2007 - September 2011
TD Waterhouse Investor Services   May 2006 - June 2007
TD Waterhouse Investor Services   October 1999 - May 2006

Skills
Investments, Fixed Income, Equities, Leadership, Management, Mutual Funds, Team Leadership, New Business Development, Sales, Banking, Microsoft Excel, Relationship Management, Risk Management, Financial Analysis, Trading, Credit, Retail Banking, Finance, Portfolio Management

Education
McGill University   1994 — 1997
Bachelor of Science (B.Sc.), Cell Biology and Anatomy

Greg Coverdale, MBA, CFP® Greg Coverdale, MBA, CFP® Greater Philadelphia Area Details
Greg Coverdale, MBA, CFP®'s TD Waterhouse Investor Services Experience January 2002 - May 2003
Job Entrepreneur and Investor
Industry Financial Services
Experience
Civitas Partners   October 2010 - May 2015
Merrill Lynch  May 2003 - October 2010
TD Waterhouse Investor Services   January 2002 - May 2003
Morgan Stanley  April 2000 - December 2001
Chase Manhattan Bank  August 1999 - April 2000
J.P. Morgan   June 1999 - August 1999
Bank of New York  May 1998 - August 1998
PNC Bank  May 1997 - August 1997
Chase Manhattan Bank  May 1996 - August 1996
First USA Bank  September 1994 - August 1995

Skills
Financial Modeling, International Business, Executive Management, Investments, Mutual Funds, Fixed Income, Financial Analysis, Equities, Wealth Management, Asset Managment, Portfolio Management, Strategic Financial..., Series 7, Alternative Investments, Securities, Valuation, Bonds, Banking, Asset Management, Credit, Leadership

Education
Delaware State University
Master of Business Administration (M.B.A.), Finance, 3.63 GPA

Investment Banking Institute   2008 — 2008
Certificate, Investment Banking

Delaware State University   1995 — 1999
Bachelor of Science, Business Administration

William Penn High School   1991 — 1994
Diploma, Business

Walter A Brantley Walter A Brantley Richmond, Virginia Area Details
Walter A Brantley's TD Waterhouse Investor Services Experience January 2000 - January 2001
Job Recruiting Manager at Robert Half Finance & Accounting
Industry Staffing and Recruiting
Experience
Robert Half Finance & Accounting  2015 - Present
Trader/Financial Analyst   January 2010 - 2015
BNP Paribas Fortis  2007 - 2010
Bance IMI Securities   2004 - 2007
Banca IMI Securities   2001 - 2004
TD Waterhouse Investor Services   January 2000 - January 2001

Skills
Equities, Capital Markets, Bloomberg, Fixed Income, Financial Analysis, Risk Management, Economic Research, Securities Lending, Security Operations, Sales Management, International Sales, Trading Systems, Trading Strategies, Internal Controls, Derivatives, Foreign Exchange, Swaps, Trade Finance, Settlement Services, Funding, Arbitrage, Cross-border..., Relationship Management, Client Development

Education
James Madison University   1996 — 2000
BBA, Finance

Joseph Lo Piccolo Joseph Lo Piccolo New York, New York Details
Joseph Lo Piccolo's TD Waterhouse Investor Services Experience 2000 - 2002
Job Audit Director at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP  March 2004 - Present
American Stock Transfer & Trust Co.   February 2003 - March 2004
TD Waterhouse Investor Services   2000 - 2002
JP Morgan  1999 - 2000
Republic National Bank (Aquired by HSBC)   1997 - 1999
The Chase Manhattan Bank  1993 - 1997

Skills
Risk Management, Auditing, Internal Controls, Internal Audit, Financial Risk, IT Audit, Banking, Capital Markets, Sarbanes-Oxley, Finance, Financial Services, Investments, SAS70, Governance, Business Process, Assurance, Sarbanes-Oxley Act, Financial Reporting

Education
Hofstra University   1996 — 2000
MBA, Finance

Hofstra University   1989 — 1993
BBA, Accounting

Sal Di Benedetto Sal Di Benedetto Greater San Diego Area Details
Sal Di Benedetto's TD Waterhouse Investor Services Experience August 1998 - October 1999
Job Assistant Vice President Service, Trading and Operations at LPL Financial
Industry Financial Services
Experience
LPL Financial  February 2001 - Present
Bank of America  October 1999 - January 2001
TD Waterhouse Investor Services   August 1998 - October 1999

Skills
Series 63, Series 24, Series 7, Operations Management, Trading, Risk Management, Coaching, Problem Solving, Mutual Funds, Process Improvement, Equities, Financial Services, Settlement Services, Corrections, Vendor Management, Project Management, Business Analysis, Broker-Dealer, Investment Strategies, Relationship Management, Options, Equity Trading, Settlement, Series 65, AML, Leadership, Fixed Annuities, Retirement Planning, Financial Planners, Insurance, Budgets, Financial Analysis, Securities Regulation, Investment Advisory, Strategic Financial..., Certified Financial..., Financial Markets, Sarbanes-Oxley Act, Alternative Investments, OFAC, Middle Office, Series 6, Variable Annuities, Capital Markets, Asset Allocation, IRAs, FINRA

Education
Saint John's University - Peter J. Tobin College of Business   1993 — 1998
Bachelor's Degree, Finance

St. John's University   1993 — 1998
Bachelor of Science (B.S.), Finance, General

Wendy Bryce Wendy Bryce Greater New York City Area Details
Wendy Bryce's TD Waterhouse Investor Services Experience September 2000 - May 2006
Job SVP Senior Audit Manager, ICG Compliance
Industry Financial Services
Experience
Citi  September 2015 - Present
FINRA  November 2006 - September 2015
TD Waterhouse Investor Services   September 2000 - May 2006

Skills
Investments, AML, FINRA, Securities Regulation, Capital Markets, OFAC, Series 63, Options, Mutual Funds, Series 7, Series 24, Financial Regulation, Equities, Hedge Funds, Investment Advisory, Due Diligence, Risk Management, Asset Management, Banking, Financial Risk, Trading, Fixed Income, Bank Secrecy Act, Financial Services, Securities, KYC

Education
University of Phoenix   1997 — 1999
Master of Business Administration (MBA)

Merrimack College   1988 — 1992
Bachelor of Science, Marketing

Paul Guest Paul Guest Toronto, Canada Area Details
Paul Guest's TD Waterhouse Investor Services Experience June 2007 - October 2010
Job Senior Manager, Engineering Strategy at TD
Industry Financial Services
Experience
TD  October 2014 - Present
TD Bank Group  February 2012 - October 2014
TD Bank  October 2010 - February 2012
TD Waterhouse Investor Services   June 2007 - October 2010
Deloitte  September 2005 - June 2007
Global Home Loans  June 2003 - September 2005
Deloitte  2002 - June 2003
Arthur Andersen  August 1999 - 2002

Skills
Internal Audit, Development Of People, FCCA, Operational Risk..., Corporate Governance, Controls Assurance, Capital Management, Project Coordination, Wealth Management, Retail Banking, IT Audit, CISA, Due Diligence, Audit, Assurance, Internal Controls, Governance, Risk, Financial Risk, Banking, Risk Management, Auditing, Operational Risk, Strategy, Financial Services

Education
The University of Manchester   1995 — 1999
M.Eng, Aerospace Engineering

Luis J. Cordero Luis J. Cordero Greater New York City Area Details
Luis J. Cordero's TD Waterhouse Investor Services Experience 2001 - 2004
Job Director of Legal Affairs at HELP USA
Industry Nonprofit Organization Management
Experience
HELP USA  August 2008 - Present
Merrill Lynch  August 2006 - August 2008
Smith Barney  November 2004 - January 2006
TD Waterhouse Investor Services   2001 - 2004

Skills
Community Outreach, Public Speaking, Corporate Finance, Social Networking, Fundraising, Event Planning, Event Management, Social Media, Microsoft Office, Non-profits, Customer Service, Grant Writing, Research, Training, Program Development, Strategic Planning, Volunteer Management, Microsoft Excel, Nonprofits, Public Relations, Litigation, Corporate Governance, Leadership, Editing, Program Management, Community Development, Outlook, PowerPoint

Education
Seton Hall University   1981 — 1985
BA, Criminal Jusice

Jessica Cathey Jessica Cathey Austin, Texas Details
Jessica Cathey's TD Waterhouse Investor Services Experience January 2000 - January 2002
Job Director of Placement at DTI LLC
Industry Law Practice
Experience
DTI LLC  September 2012 - Present
Providus  2011 - September 2012
Irelan * Hargis, P.L.L.C.   October 2010 - August 2011
Texas DPS  October 2009 - October 2010
Office of the Attorney General  August 2007 - August 2008
Brown & Carls   May 2005 - August 2007
TD Waterhouse Investor Services   January 2000 - January 2002
Hearst Book Group   June 1998 - January 2000

Skills
Litigation, Legal Research, Document Review, Administrative Law, Staffing Services, Litigation Support, Licensing, Courts, Corporate Law, Recruiting, Legal Writing, Appeals, Intellectual Property, Legal Advice, Legal Assistance

Education
The University of Texas School of Law   2002 — 2005

University of Notre Dame   1994 — 1998
BA, English, Art History

Plano

Brian Albiar Brian Albiar Austin, Texas Details
Brian Albiar's TD Waterhouse Investor Services Experience July 2002 - December 2005
Job Sr. Retirement Plan Consultant at Ubiquity Retirement + Savings
Industry Financial Services
Experience
Ubiquity Retirement + Savings  July 2010 - Present
Internal Revenue Service  January 2010 - July 2010
Albiar Financial, Inc.   January 2007 - September 2008
TD Waterhouse Investor Services   July 2002 - December 2005
Charles Schwab  May 2000 - July 2002

Skills
Retirement Planning, ERISA, Retirement, Retirement Plan..., 401k, Insurance, Management, Small Business, Finance, Analysis, Wealth Management, CRM, Investments, Employee Benefits, Portfolio Management, Mutual Funds, Strategic Financial..., Financial Planning, Securities, Financial Analysis, Financial Services, Life Insurance, Asset Allocation, Microsoft Office, Relationship Management, Financial Risk

Education
St. Edward's University
Master of Business Administration (MBA) Candidate, Finance

Texas Tech University
Bachelors, Economics

Roy Wolker Roy Wolker Toronto, Canada Area Details
Roy Wolker's TD Waterhouse Investor Services Experience 1990 - 2000
Job Senior Financial Consultant
Industry Investment Management
Experience
Investors Group Financial Services Inc.  2000 - Present
TD Waterhouse Investor Services   1990 - 2000

Skills
Strategic Financial..., Retirement Planning, Investments, Estate Planning, Retirement, Portfolio Management, Financial Planners, Securities, Risk Management, Financial Services, Wealth, Tax, High Net Worth..., Employee Benefits, Pensions, Mutual Funds, Finance, Wealth Management, Investment Strategies, Financial Advisory, Financial Planning

Education
Carleton University
B.Comm Hon.

Paul McNabola Paul McNabola Greater New York City Area Details
Paul McNabola's TD Waterhouse Investor Services Experience September 1999 - March 2002
Job Senior IT Systems Architect and Engineer
Industry Information Technology and Services
Experience
Glen Rock Board of Education  October 2005 - June 2007
TD Waterhouse Investor Services   September 1999 - March 2002
Barnes & Noble  May 1997 - September 1999
Barnes & Noble  May 1995 - May 1997
Barnes & Noble, Inc.   May 1993 - May 1995

Skills
TCP/IP, Windows Server, Servers, DNS, Troubleshooting, Microsoft Exchange, DHCP, Data Center, System Administration, Visio, Technical Support, Windows, Software Installation, Hardware, Networking

Education
McGill University   1989 — 1993
BSc, Biology

Joseph Orlic Joseph Orlic Greater New York City Area Details
Joseph Orlic's TD Waterhouse Investor Services Experience 2000 - 2002
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
IPP of America, Inc.   2006 - 2007
Redcats USA  2004 - 2005
TD Waterhouse Investor Services   2000 - 2002
CIBC World Markets  1994 - 2000
Under Contract to Financial Institutions   1993 - 1994
Securities Industry Automation Corporation (SIAC)   1990 - 1993
Under Contract to Defense Contractors   1982 - 1990
Harris Corporation, PRD Electronics Division   1977 - 1982

Education
City University of New York City College
BS

Edward Alonzo Edward Alonzo Greater New York City Area Details
Edward Alonzo's TD Waterhouse Investor Services Experience March 1998 - May 2000
Job Eight Years of Financial Services Experience
Industry Financial Services
Experience
Deutsche Bank  December 2006 - October 2007
TD Waterhouse  June 2005 - May 2006
TD Waterhouse  December 2003 - June 2005
Brokerage America, Inc   May 2001 - November 2002
JPMorgan Chase  May 2000 - April 2001
TD Waterhouse Investor Services   March 1998 - May 2000

Skills
Equities, Customer Service, Corporate Actions, Options, Trading, Financial Services, Securities, Banking, Call Centers, Risk Management, Bonds, Investments, Financial Markets, Back Office, Bloomberg, Microsoft Office, Wealth Management

Education
University of Miami   2015 — 2015
Undergraduate Certificate in Healthcare Advocacy (completed September, 2015), Healthcare Advocacy Certificate Program

Lehman College   1991 — 1994
Bachelor of Arts, Communications w/ Economics minor

Saint John's University   1988 — 1991
Business Administration

Trevor Arkell Trevor Arkell Toronto, Canada Area Details
Trevor Arkell's TD Waterhouse Investor Services Experience December 1999 - September 2002
Job Professor at Humber College
Industry Higher Education
Experience
Humber College  September 2012 - Present
Humber College  January 2001 - August 2012
TD Waterhouse Investor Services   December 1999 - September 2002
Seneca College of Applied Arts and Technology  August 2000 - December 2000
Humber College  May 1997 - December 1999
Centennial College  August 1994 - December 1998

Skills
Research, Higher Education, Editing, Microsoft Office, Public Speaking, Teaching, Curriculum Design, Curriculum Development, University Teaching, Adult Education, English, E-Learning, Student Affairs, Lecturing

Education
University of Guelph   1986 — 1990
M.A., English Literature and Critical Theory

University of Guelph   1981 — 1986
B.A., Microbiology; English Literature

St. Andrew's College   1976 — 1981
Grade 13

Sonja Robinson Sonja Robinson Greater New York City Area Details
Sonja Robinson's TD Waterhouse Investor Services Experience June 2000 - July 2001
Job
Industry Information Technology and Services
Experience
Sony Corporation of America  June 2011 - April 2014
Eisai  May 2009 - May 2011
FTI Consulting  March 2006 - February 2009
HIP Health Plan of New York  August 2002 - March 2006
Kroll  July 2001 - April 2002
TD Waterhouse Investor Services   June 2000 - July 2001
Dow Jones and Company  1996 - 2000
State of New Jersey  May 1993 - May 1996

Skills
Computer Forensics, Information Security, Security, Litigation Support, Forensic Analysis, Litigation, Information Security..., Disaster Recovery, CISSP, Computer Security, PCI DSS, Vulnerability Assessment, Network Security, Security Audits, eDiscovery, Incident Response, Compliance, CISA, CIFI, CISM, Vulnerability Management, Threat & Vulnerability...

Education
Rider University   1988 — 1992
Bachelor of Science (B.S.), Computer Information Systems and Accounting

Satish Madho Satish Madho Charlotte, North Carolina Area Details
Satish Madho's TD Waterhouse Investor Services Experience 1998 - 2002
Job EC Teacher/ JJ Officer at DJJDP
Industry Information Technology and Services
Experience
DJJDP   System administrator / QC AnalystTDWaterhouse1998 - 2002
TD Waterhouse Investor Services   1998 - 2002
TD Ameritrade  1998 - 2002

Education
The University of Sheffield   1989 — 1995

Carrie Walter Carrie Walter San Francisco Bay Area Details
Carrie Walter's TD Waterhouse Investor Services Experience April 2004 - January 2005
Job Professional Sales Rep at Boehringer Ingelheim Pharmaceuticals
Industry Pharmaceuticals
Experience
Boehringer Ingelheim Pharmaceuticals  January 2006 - Present
Smith Barney/Citigroup Global Markets   June 2005 - January 2006
TD Waterhouse Investor Services   April 2004 - January 2005
TD Waterhouse Investor Services   September 2000 - April 2004

Skills
Pharmaceutical Sales, Cardiology, Pharmaceutical Industry, Sales Effectiveness, Urology, Pulmonology, Product Launch, Managed Care

Education
University of California, San Diego   1995 — 2000
Bachelor of Arts (B.A.), Cultural Anthropology

Michael Gambol Michael Gambol Greater Philadelphia Area Details
Michael Gambol's TD Waterhouse Investor Services Experience July 1991 - March 2002
Job Director at BlackRock
Industry Financial Services
Experience
BlackRock  2012 - Present
BlackRock  2009 - 2012
BlackRock  2007 - 2009
BlackRock  2003 - 2007
Flagship Capital Management   2002 - 2003
TD Waterhouse Investor Services   July 1991 - March 2002

Skills
Fixed Income, Asset Allocation, ETFs, Hedge Funds, Series 7, Alternative Investments, Mutual Funds, Equities, Asset Management, Series 63, Financial Services, Investments, Relationship Management, SDLC, Investment Management, Investment Strategies, Securities

Education
Penn State University   1995 — 1997
Master of Business Administration (MBA), Business Administration and Management

Penn State University   1987 — 1990
Bachelor of Arts (B.A.), Liberal Arts/Finance/Management

Edward Hlavach Edward Hlavach Greater New York City Area Details
Edward Hlavach's TD Waterhouse Investor Services Experience October 1999 - September 2004
Job Audit,Compliance and Risk Management Executive
Industry Financial Services
Experience
Experis  April 2015 - Present
Guggenheim Partners  April 2013 - March 2015
Edward a Hlavach, CPA   January 1990 - June 2013
Newbold Advisors  February 2012 - March 2013
Freddie Mac  April 2009 - February 2012
ICMA-RC  2008 - 2008
DOW JONES & COMPANY, INC   2004 - 2008
Jackson Township, NJ   January 1999 - December 2006
TD Waterhouse Investor Services   October 1999 - September 2004
depository trust company  1989 - 1999

Skills
Leadership, Process Improvement, Risk Management, Accounting, Management Consulting, Banking, Financial Services, Portfolio Management, Executive Management, Internal Audit, Finance, Enterprise Risk..., Mergers & Acquisitions, Business Process..., Due Diligence, Quality Assurance, Auditing, Financial Modeling, Financial Risk, Business Analysis, Financial Analysis, Internal Controls

Education
Montclair State University   1983 — 1987

Jeremiah Fletcher, PMP Jeremiah Fletcher, PMP Washington D.C. Metro Area Details
Jeremiah Fletcher, PMP's TD Waterhouse Investor Services Experience January 1997 - May 1999
Job Senior IT Project Manager at General Dynamics Information Technology
Industry Information Technology and Services
Experience
General Dynamics Information Technology  February 2013 - Present
General Dynamics Information Technology  February 2012 - February 2013
General Dynamics Information Technology  April 2010 - February 2012
Vigilant, Inc.   March 2008 - December 2009
Depository Trust and Clearing Corporation  May 1999 - March 2008
TD Waterhouse Investor Services   January 1997 - May 1999
American Stock Exchange  February 1995 - January 1997

Skills
Disaster Recovery, SDLC, Business Analysis, Security, Project Management

Education
Capella University
Information Technology/Project Management

Carnegie Mellon University
Capability Maturity Model Integrated (CMMI)

New York University
Project Management

Jeffrey Beris Jeffrey Beris Greater New York City Area Details
Jeffrey Beris's TD Waterhouse Investor Services Experience 2000 - 2005
Job Senior Vice President, Recruiting Senior Manager, Citi Professional Recruiting
Industry Financial Services
Experience
Citi  August 2005 - Present
TD Waterhouse Investor Services   2000 - 2005
Bear Stearns  October 1991 - April 2000
Crossland Savings, FSB   August 1989 - September 1991

Skills
Recruiting, Mutual Funds, Financial Services, Human Resources, Derivatives, Talent Acquisition, Hedge Funds, Talent Management, Banking, Securities, AML, Risk Management, Asset Management, Onboarding, Employee Relations, Equities, Applicant Tracking..., Leadership Development, Series 7, Fixed Income, Performance Management, Financial Risk, Capital Markets, Succession Planning, Financial Recruiting, Credit

Education
City University of New York   1985 — 1989
MBA, Industrial and Organizational Psychology

Hofstra University   1980 — 1985
Bachelor of Arts (BA), Psychology

Mark Litva Mark Litva Toronto, Canada Area Details
Mark Litva's TD Waterhouse Investor Services Experience
Job Sr. Compliance Officer. Client Complaint Resolution. TD Wealth Compliance
Industry Banking
Experience
TD Waterhouse Investor Services  

Skills
Capital Markets, Investments, Options Strategies, Banking, Management, Fixed Income, Derivatives, Mutual Funds, Retail Banking, Wealth Management

Education
Carleton University   1984 — 1987

Brian Brody Brian Brody Greater New York City Area Details
Brian Brody's TD Waterhouse Investor Services Experience 1997 - 2002
Job Head of Americas, OTC Derivatives, Collateral & Futures Operations at HSBC Securities
Industry Financial Services
Experience
HSBC Securities  February 2012 - Present
Brody Consulting Corp   March 2011 - March 2012
Nasdaq  May 2002 - January 2011
NASDAQ  December 2005 - January 2008
INET ATS   November 2003 - December 2005
Island ECN  May 2002 - November 2003
TD Waterhouse Investor Services   1997 - 2002
United States Navy  1990 - 1994

Skills
Dodd Frank SEF CCP, Operations Management, Risk Management, Operations, Series 7, Equities, Derivatives, Options, Trading, OTC Swaps, Clearing, Regulatory Affairs, Change Management, Exchanges, Heas of Operations, Interest Rate Swaps, Swaptions, FX Swaps, Strategic Planning, Futures, listed derivaties, Senior Stakeholder..., Stock Exchange, options exchanges, Executive Management, Marketing Operations, Capital Market..., Capital Markets, Banking, Business Strategy, Trading Systems, Financial Risk, Swaps, Mutual Funds, Financial Markets, Financial Services, Fixed Income, Management, Microsoft Exchange, Staff Development

Education
St. Francis College
Finance

Xaverian High School

Hector Silvestre Hector Silvestre Scottsdale, Arizona Details
Hector Silvestre's TD Waterhouse Investor Services Experience January 2003 - February 2005
Job Financial Services Professional
Industry Financial Services
Experience
Charles Schwab  October 2014 - Present
Albridge, an Affiliate of Pershing  February 2005 - July 2014
TD Waterhouse Investor Services   January 2003 - February 2005

Skills
Treasury, Portfolio Management, Financial Services, Relationship Management, Mutual Funds, Equities, Fixed Income, Bonds, Investments, Series 7, Wealth Management, Requirements Gathering, Financial Advisory, CRM, Securities, Asset Management, Series 63, Retirement Planning

Education
Rutgers University-New Brunswick   1995 — 1999
Bachelor's Degree, Economics

Tom Avgoustakis Tom Avgoustakis Montreal, Canada Area Details
Tom Avgoustakis's TD Waterhouse Investor Services Experience June 1999 - March 2003
Job Senior Analyst at CDS Clearing and Depository Services Inc
Industry Financial Services
Experience
CDS Clearing and Depository Services Inc   October 2005 - Present
TD Waterhouse  March 2003 - October 2005
TD Waterhouse Investor Services   June 1999 - March 2003

Education
Concordia University   1995 — 1998
Finace, Bachelor of Commerce

Mireille Mishriky Mireille Mishriky Montreal, Canada Area Details
Mireille Mishriky's TD Waterhouse Investor Services Experience January 2006 - January 2007
Job Manager Customer Relations, Quebec Region, TD Canada Trust at TD
Industry Banking
Experience
TD  May 2014 - Present
TD Bank  May 2009 - Present
TD Bank  January 2007 - May 2009
TD Waterhouse Investor Services   January 2006 - January 2007
TD Canada Trust  December 2004 - January 2006
CIBC Wealth Management  June 2003 - December 2003

Skills
Credit, Retail Banking, Wealth Management, Relationship Management, Banking, Loans, Securities, Mortgage Lending, Strategic Financial..., Mutual Funds, Investment Strategies, Financial Analysis, Investments, Credit Analysis, Commercial Banking, Risk Management, Portfolio Management

Education
Concordia University   1999 — 2002
Bachelor of Arts, double major: Journalism, Political Science

CEGEP - John Abbott College   1997 — 1999
Liberal Arts

college sainte marcelline   1992 — 1997
High School Diploma

Christine Miura Christine Miura Toronto, Canada Area Details
Christine Miura's TD Waterhouse Investor Services Experience September 1999 - August 2003
Job VicePresident, Program Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  June 2011 - Present
BMO Nesbitt Burns  August 2005 - June 2011
TD Waterhouse Investor Services   September 1999 - August 2003

Skills
Program Management, Product Development, Marketing, Portfolio Management, ETFs, Mutual Funds, Wealth Management, Wealth Management..., Relationship Management, Fixed Income, Managing Accounts, Equities, Options, Asset Allocation, Investment Advisory

Education
Keio University   2004 — 2005
MBA, Marketing

York University - Schulich School of Business   2003 — 2005
MBA, Marketing

University of Toronto - Victoria University   1995 — 1999
Hons B.A., Economics Specialist

Brian Riley Brian Riley Greater Boston Area Details
Brian Riley's TD Waterhouse Investor Services Experience April 1993 - October 1994
Job Regional Sales Manager at Bunce Industries, LLC/ Topcon Positioning Systems
Industry Construction
Experience
Bunce Industries, LLC   January 2014 - Present
Ritchie Bros. Auctioneers  July 2012 - December 2013
Bunce Industries-New England Positioning Systems   July 1995 - July 2012
TD Waterhouse Investor Services   April 1993 - October 1994

Skills
Microsoft Word, CRM, Leadership, Sales, Sales Operations, Training, Marketing

Education
University of Massachusetts at Lowell   2010 — 2012
MBA, Business

Westfield State University   1988 — 1992
BS, Business Management

Melrose High

Steven H Weiss Steven H Weiss Greater Los Angeles Area Details
Steven H Weiss's TD Waterhouse Investor Services Experience November 1997 - December 2006
Job Senior VP Investments at StockCross Financial Services, Inc.
Industry Investment Management
Experience
StockCross Financial Services, Inc.   January 2007 - Present
TD Waterhouse Investor Services   November 1997 - December 2006

Skills
Series 7, Securities, Fixed Income, Equities, Series 63, Capital Markets, Mutual Funds, Series 24, ETFs, Investments, Portfolio Management, Bonds, Wealth Management, Retirement Planning, Asset Allocation, Estate Planning, Alternative Investments, Investment Strategies, Investment Advisory, Series 65, Uniform Combined State..., Asset Management, Retirement, Financial Services, Management

Education
California State University-Northridge   1980 — 1983
BA, Business Administration

State University of New York at Buffalo   1975 — 1977

Jessica Beneduce Jessica Beneduce Greater New York City Area Details
Jessica Beneduce's TD Waterhouse Investor Services Experience June 2001 - November 2004
Job Financial Services Professional
Industry Financial Services
Experience
Prudential Financial  August 2006 - March 2009
Nomura Securities International  November 2004 - August 2006
TD Waterhouse Investor Services   June 2001 - November 2004
TD Waterhouse Investor Services   August 2000 - June 2001
AT&T  June 1995 - August 1999

Skills
Account Reconciliation, Corporate Actions

Education
Penn State University   1995 — 2000
Bachelors, Management

Chuck Mack Chuck Mack Greater New York City Area Details
Chuck Mack's TD Waterhouse Investor Services Experience March 1999 - August 2001
Job AVP US Equities at NASDAQ OMX
Industry Financial Services
Experience
NASDAQ  November 2013 - Present
NASDAQ OMX  June 2012 - November 2013
NASDAQ  March 2008 - June 2012
NASDAQ  April 2007 - March 2008
NASDAQ  April 2006 - April 2007
NASDAQ  September 2004 - April 2006
Brut ECN  July 2003 - September 2004
Randstad/Merrill Lynch   November 2002 - July 2003
TD Waterhouse Investor Services   March 1999 - August 2001

Skills
Options, Trading Systems, Equities, Electronic Trading, Financial Markets, Equity Trading, Derivatives, Trading, Capital Markets, Market Data, Series 7, Securities, Hedge Funds, Equity Derivatives, Bloomberg, FINRA, Series 63, Series 24, SEC, Long-term Customer..., Market Regulation, Financial Regulation, Technology Solutions, Series 4

Education
Rutgers, The State University of New Jersey-New Brunswick   2007 — 2011
MBA, Management and Business Strategy

Rutgers, The State University of New Jersey-New Brunswick   1994 — 1998
BA, Economics and English (double major)

Matt Hassen Matt Hassen Greater New York City Area Details
Matt Hassen's TD Waterhouse Investor Services Experience March 1996 - 1997
Job Senior Developer at Fiserv
Industry Investment Banking
Experience
Fiserv  October 2010 - Present
Goldman Sachs  August 2001 - October 2010
Spear, Leeds & Kellog   December 1998 - August 2001
Invengen   March 1997 - November 1998
TD Waterhouse Investor Services   March 1996 - 1997
Kuroda & Co.   February 1990 - April 1996

Skills
Trading Systems, Exchange Connectivity, Electronic Trading, Market Data, Low Latency

Education
City University of New York City College
BS, Computer Science

Andrea Calmeira Andrea Calmeira Toronto, Canada Area Details
Andrea Calmeira's TD Waterhouse Investor Services Experience September 1999 - March 2006
Job Manager, Syndication Accounting and Administration at Scotia Capital
Industry Banking
Experience
Scotia Capital  March 2006 - Present
TD Waterhouse Investor Services   September 1999 - March 2006
TD Securities Inc  January 1993 - September 1999

Education
Seneca College of Applied Arts and Technology   1992 — 1993
legal assistant programme

Eddy Solorzano Eddy Solorzano Montreal, Canada Area Details
Eddy Solorzano's TD Waterhouse Investor Services Experience September 2009 - November 2012
Job TD Wealth
Industry Financial Services
Experience
TD Wealth Management  May 2014 - Present
TD Wealth Management  December 2012 - May 2014
TD Waterhouse Investor Services   September 2009 - November 2012
TD Bank Group  May 2008 - August 2009

Skills
Mutual Funds, Banking, Finance, Wealth Management, Credit, Management, Financial Analysis, Equities, Investments, Investment Strategies

Education
Concordia University   2001 — 2005
B.A, Major Economics

Eric Collazo Eric Collazo Greater New York City Area Details
Eric Collazo's TD Waterhouse Investor Services Experience February 2004 - June 2005
Job Director/ GWIM Compliance Executive at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   April 2014 - Present
Arden Asset Management  March 2013 - April 2014
Lazard  March 2010 - March 2013
Citi  September 2006 - March 2010
Bear Stearns & Co  June 2005 - August 2006
TD Waterhouse Investor Services   February 2004 - June 2005
AIG Advisor Group  April 1999 - February 2004

Skills
Investment Advisers Act, Investments, Alternative Investments, Asset Management, Compliance, financial services, Investment Company Act, UCITS, Securities Regulation, Banking, Series 7, Series 24, Series 53, Series 4, Regulatory Requirements

Education
Stony Brook University   1990 — 1995
Bachelor's Degree, Multi-/Interdisciplinary Studies, concentrations in Business and History

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