TD Waterhouse Securities

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TD Waterhouse Securities Employees

Employee
Years
Job
Industry
Francine Gao Francine Gao Greater New York City Area Details
Francine Gao's TD Waterhouse Securities Experience February 1998 - May 2002
Job Prime Brokerage VP
Industry Financial Services
Experience
Citigroup Global Markets Inc  September 2005 - Present
Citicorp Investment Services  October 2002 - September 2005
TD Waterhouse Securities   February 1998 - May 2002

Skills
Series 7, Series 63, Series 4, Banking, Capital Markets, Emerging Markets, Equities, Finance, Hedge Funds, Mutual Funds, Options, Securities, Trading

Education
Baruch College
Bachelor of Business Administration (B.B.A.), Accounting and Finance

Sean Allison Sean Allison Greater New York City Area Details
Sean Allison's TD Waterhouse Securities Experience January 1995 - May 2001
Job Over a decades worth of experience in the financial services field. As well as licensed real estate salesman
Industry Real Estate
Experience
NYTF   2013 - 2013
ModelMayhem  2008 - 2013
ModelMayhem  2008 - 2013
ModelMayhem  2008 - 2013
Weichert Realty  January 2008 - 2011
Citicorp  June 2001 - January 2008
TD Waterhouse Securities   January 1995 - May 2001

Skills
Series 7 and Series 63..., Basic Excel and Access..., SAG Screen Actors Guild, Equities, Trading, Options, Series 7, Mutual Funds, Sales, Social Media, Event Planning, Microsoft Office, Customer Service, Advertising, Marketing

Education
Seton Hall University   1986 — 1994
BA, English

Edmund Morrissey Edmund Morrissey Greater New York City Area Details
Edmund Morrissey's TD Waterhouse Securities Experience May 1999 - August 2005
Job Paramedic at Nyhq
Industry Hospital & Health Care
Experience
new york hospital queens  June 2000 - Present
New York Presbyterian Hospital  June 2001 - February 2007
TD Waterhouse Securities   May 1999 - August 2005

Education
Baruch College
Finance and Investments

Borough of Manhattan Community College   1995 — 1998
AAS, finance banking

Aviation high school

Brandon Fade Brandon Fade San Francisco Bay Area Details
Brandon Fade's TD Waterhouse Securities Experience March 2002 - March 2003
Job Owner at Brandon Fade Painting
Industry Construction
Experience
Brandon Fade Painting   January 2006 - Present
TD Waterhouse Securities   March 2002 - March 2003
Lee E Tenzar Trading Company   March 2001 - March 2002

Skills
Great People Skills, Fast Learner, Hard Worker

Education
University of California, Davis   1994 — 1996

Jason Jingeleski Jason Jingeleski Las Vegas, Nevada Area Details
Jason Jingeleski's TD Waterhouse Securities Experience September 2000 - September 2001
Job William Hill
Industry Gambling & Casinos
Experience
William Hill  July 2015 - Present
Jokers Wild - Eldorado Casino   July 2014 - April 2015
Jokers Wild- Eldorado Casino   July 2013 - July 2014
Tropicana Las Vegas Inc  2011 - 2012
Jokers Wild- Eldordao Casino   December 2007 - July 2011
Hard Rock Hotel and Casino  December 2009 - October 2010
TD Ameritrade  October 2003 - December 2007
TD Waterhouse  September 2001 - October 2003
TD Waterhouse Securities   September 2000 - September 2001
TD Waterhouse Institutional Services  March 1999 - September 2000

Skills
Gambling, Customer Satisfaction, Team Building, Risk Management, Social Media Marketing, Budgets, Financial Services, Strategic Planning, Coaching, Training, Sales, Hiring, Microsoft Excel, Investments, Casino, Management, Microsoft Office, Leadership, Hospitality, Customer Service, CRM, Policy

Education
State University of New York College at Oneonta   1994 — 1998
BS, Political Science

Jon Patullo Jon Patullo Dallas/Fort Worth Area Details
Jon Patullo's TD Waterhouse Securities Experience July 1996 - 2006
Job Managing Director, Technology Product Management at TD AMERITRADE
Industry Financial Services
Experience
TD AMERITRADE  March 2006 - Present
TD Waterhouse Securities   July 1996 - 2006

Skills
Investments, Series 63, Product Management, Risk Management, Securities, Series 7, Equities, Financial Services, Program Management, Asset Allocation, Mutual Funds, Wealth Management, Asset Management, Management, Investment Advisory, Alternative Investments, Portfolio Management, Retirement Planning, Fixed Income, Options

Education
Rider University   1990 — 1993

Jerry Hare Jerry Hare Greater Chicago Area Details
Jerry Hare's TD Waterhouse Securities Experience February 1998 - August 2001
Job Investment Operations Outsourcing at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation  September 2015 - Present
Arthur J. Gallagher and Co.   June 2013 - April 2014
Arrowstream  September 2008 - January 2011
Lowery Asset Consulting   April 2004 - December 2007
Harris Associates  November 2002 - November 2003
TD Waterhouse Securities   February 1998 - August 2001
National Discount Brokers  January 1995 - November 1997
Linnco Futures   October 1992 - December 1994

Skills
Account Reconciliation, Accounts Payable, Financial Accounting, Financial Services, Microsoft Excel, Microsoft Office, General Ledger, Great Plains Software, PowerPoint, Journal Entries, Due Diligence, Industry Research, Industry Analysis, Bloomberg, Staff Accountant, Month End Close, Advent Axys, Net Asset Value, Account Management, Bank Reconciliation, Hedge Funds, Separately Managed..., Performance Management, Performance Measurement, MS Excel Pivot Tables

Education
DePaul University   1989 — 1993
Bachelor's Degree, Finance

Marc A. Merino Marc A. Merino Greater New York City Area Details
Marc A. Merino's TD Waterhouse Securities Experience January 2000 - January 2003
Job Director 21st Century Learning at New York Junior Tennis League
Industry Nonprofit Organization Management
Experience
New York Junior Tennis League  September 2013 - Present
Sports and Arts in Schools Foundation  September 2011 - Present
Sports and Arts in Schools Foundation  June 2010 - September 2011
Police Athletic League  2007 - 2009
Aspira of New York  2007 - 2009
Co-nect  2005 - 2007
TD WATERHOUSE SECURITIES   January 2000 - January 2003
NYC Department of Education  January 1997 - January 2000

Skills
Project Management, Workshops, Teachers, Supervision, Leadership, Leadership Development, Community Outreach

Education
Baruch College, City University of New York (CUNY)   2006 — 2010
MBA, Management

City University of New York-Brooklyn College   1992 — 1997
BA, Elementary Education

Ross Emmer, CFP® Ross Emmer, CFP® Scottsdale, Arizona Details
Ross Emmer, CFP®'s TD Waterhouse Securities Experience June 1999 - February 2001
Job Financial Services Professional | Financial Planner | Wealth Management Advisor | Relationship Manager
Industry Financial Services
Experience
Money Matters with Ken Moraif  September 2014 - Present
Galloway Asset Management   August 2012 - June 2014
ICMA-RC  March 2007 - August 2012
Financial Profiles, Inc.   June 2005 - December 2006
AIG Advisor Group  May 2002 - April 2005
Prudential Financial  February 2001 - February 2002
TD Waterhouse Securities   June 1999 - February 2001
The Householder Group  March 1997 - October 1998

Skills
Retirement Planning, Wealth Management, Series 24, Series 7, Uniform Combined State..., Investor Education, Certified Financial..., Key Account Management, Curriculum Development, Institutional Sales, Personal Financial..., Sales Presentations, Coaching, Leadership, Series 66, Investment Education, Management, Financial Advisory, Financial Services, Asset Management, Series 63, Asset Allocation, Insurance, Wealth, FINRA, IRAs, Financial Planning

Education
State University of New York College at Geneseo   1992 — 1996
Bachelor of Arts, Communication, Finance

William Bryan William Bryan Greater Philadelphia Area Details
William Bryan's TD Waterhouse Securities Experience January 2000 - January 2001
Job System Engineer at OTS Holdings, LLC
Industry Information Technology and Services
Experience
OTS Holdings, LLC   February 2015 - Present
Consultant  June 2012 - Present
Hilton/Resorts Casino, Atlantic City   January 2012 - June 2012
Menark technologies   April 2010 - January 2012
Tech Wise Group, LLC   January 2009 - November 2009
The Nielsen Company  January 2001 - January 2009
TD Waterhouse Securities   January 2000 - January 2001
Sun Oil Company, Inc   January 1998 - January 2000

Skills
Servers, Networking, Microsoft Exchange, Active Directory, Windows Server, Technical Support, Security, VPN, DNS, Troubleshooting, Operating Systems, Cisco Technologies, Firewalls, Network Security, Hardware, Software Documentation, Help Desk Support, System Deployment, Software Installation

Education
Drexel University   1996 — 2001
Computer Science, Computer Science

Ocean City High School   1992 — 1996
Diploma, Mathematics and Computer Science

Larry Metzger Larry Metzger Greater New York City Area Details
Larry Metzger's TD Waterhouse Securities Experience 1995 - 1999
Job Equity Trader
Industry Investment Banking
Experience
TD Ameritrade  2009 - Present
UBS Investment Bank  September 1999 - May 2008
ubs  1999 - 2008
UBS  1999 - 2008
TD Waterhouse Securities   1995 - 1999

Skills
Investments, Securities, Series 7, Equities, Options, Series 63, Trading Systems

Education
University of Delaware - Lerner College of Business and Economics   1990 — 1994
BS, Economics

Marlboro High School

Jon Baute Jon Baute Cincinnati Area Details
Jon Baute's TD Waterhouse Securities Experience 1996 - 2001
Job Sales Representative at ABC Supply
Industry Consumer Services
Experience
ABC Supply  2014 - Present
Self Employed  2001 - 2009
TD Waterhouse Securities   1996 - 2001

Education
Thomas More College
B.S., Double major - Business/Economics and Masters in Education

Shadi Nasr Shadi Nasr New Rochelle, New York Details
Shadi Nasr's TD Waterhouse Securities Experience May 2000 - October 2005
Job Assistant Vice President OTC Swap Clearing at HSBC Securities
Industry Investment Banking
Experience
HSBC Securities  April 2013 - Present
Citigroup Investment Banking Operations   2012 - April 2013
Citigroup  2007 - December 2011
Investment Banking Institute  July 2009 - August 2009
JPMorgan Chase Investment Banking   October 2005 - December 2006
TD Waterhouse Securities   May 2000 - October 2005
Saint Peter's College:Master of Business Administration   September 2002 - June 2004

Skills
Trading, Hedge Funds, Equities, FX Options, Fixed Income, Credit Derivatives, Financial Risk

Education
Calypso V.14 release Demo/Conference   2013 — 2013

FTF Financial Technology Conference DerivOps - NYC   2013 — 2013

Collateral Management Seminar NYC   2012 — 2012

City University of New York-Baruch College   1996 — 1999
International Marketing, Marketing

FTF - Collateral Management Forum - NYC Feb 2014

Saint Peters
MBA

Christine Tubbs Christine Tubbs Greater Milwaukee Area Details
Christine Tubbs's TD Waterhouse Securities Experience October 1993 - March 1998
Job Blue Sky Supervisor at UMB Fund Services
Industry Financial Services
Experience
UMB Fund Services  June 1998 - Present
TD Waterhouse Securities   October 1993 - March 1998

Education
Marquette University
Business Administration/Finance

Bruce Gould Bruce Gould Providence, Rhode Island Area Details
Bruce Gould's TD Waterhouse Securities Experience March 1994 - March 2000
Job Director, Direct Supervision Manager at Merrill Edge
Industry Financial Services
Experience
Merrill Edge  April 2000 - Present
TD Waterhouse Securities   March 1994 - March 2000

Skills
Investments, Mutual Funds, Series 63, Series 7, Risk Management, FINRA, Securities

Education
Hobart and William Smith Colleges   1986 — 1989
BA, Economics

Monty Touzalin Monty Touzalin Hoboken, New Jersey Details
Monty Touzalin's TD Waterhouse Securities Experience June 1993 - October 1999
Job SVP Operations at Convergex
Industry Financial Services
Experience
Convergex  September 2000 - Present
Blue Stone Capital   October 1999 - September 2000
TD Waterhouse Securities   June 1993 - October 1999

Skills
Accounting, Middle Office, SDLC, Team Management, Trading, Banking, Financial Services, Hedge Funds, Relationship Management, Series 7

Education
Monmouth University   1988 — 1992
Bachelor of Science (BS), Finance and Marketing