thinkorswim Company
Industry: Educational services company
DescriptionThinkorswim is a software product by TD Ameritrade that offers tools and educational services for online investing. It is geared for self-directed stock, options and futures traders. It was previously offered by ThinkorSwim Group, Inc., which was purchased by TD Ameritrade in 2009. Founder: Tom Sosnoff Founded: 1983 Parent organization: TD Ameritrade Headquarters: Chicago, IL Subsidiaries: THINKORSWIM, INC., thinkorswim Advisors Inc,
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thinkorswim Employees
Employee
Years
Job
Industry
Christopher Legan Christopher Legan's thinkorswim Experience March 2009 - December 2011
Job Consulting Software Engineer at Tricke Software
Industry Computer Software
Experience
Trick-e Software August 2015 - Present
Critical Mass July 2014 - August 2015
CME Group April 2013 - June 2014
VOKAL Interactive December 2012 - April 2013
Lextech Global Services January 2012 - November 2012
thinkorswim March 2009 - December 2011
Fermilab July 2010 - April 2011
Trade Forecaster April 2007 - February 2009
Bank of America 2004 - 2007
Kiwi Internet Group April 2001 - November 2004
Skills
Axis2, JSON, RESTful WebServices, Amazon Web Services..., Scala, IntelliJ IDEA, Hudson, Maven, SOAP, JAX-WS, Akka, Objective-C, Git, Spring, Subversion, Java Enterprise Edition, Agile Methodologies, Web Services, REST, Software Development, Spring Framework
Education
Iowa State University 1991 — 1997
PhD, High Energy Physics
University of Illinois at Urbana-Champaign 1987 — 1991
BS, Engineering Physics
Trick-e Software August 2015 - Present
Critical Mass July 2014 - August 2015
CME Group April 2013 - June 2014
VOKAL Interactive December 2012 - April 2013
Lextech Global Services January 2012 - November 2012
thinkorswim March 2009 - December 2011
Fermilab July 2010 - April 2011
Trade Forecaster April 2007 - February 2009
Bank of America 2004 - 2007
Kiwi Internet Group April 2001 - November 2004
Skills
Axis2, JSON, RESTful WebServices, Amazon Web Services..., Scala, IntelliJ IDEA, Hudson, Maven, SOAP, JAX-WS, Akka, Objective-C, Git, Spring, Subversion, Java Enterprise Edition, Agile Methodologies, Web Services, REST, Software Development, Spring Framework
Education
Iowa State University 1991 — 1997
PhD, High Energy Physics
University of Illinois at Urbana-Champaign 1987 — 1991
BS, Engineering Physics
Magdarys Chaparro Magdarys Chaparro's thinkorswim Experience September 2011 - Present
Job Retail Client Tech Support Rep at thinkorswim
Industry Financial Services
Experience
thinkorswim September 2011 - Present
Geek Squad 2007 - 2011
Carey Private Aviation and Transportation Services 2005 - 2007
Bone and Joint Center 2004 - 2005
Skills
Troubleshooting, Call Centers, Windows 7, Microsoft Office, Customer Service, Customer Satisfaction, Windows, Computer Hardware, PowerPoint, Microsoft Word, Microsoft Excel, Technical Support, Administration, Data Entry, Software Documentation, Sales, Leadership, Management
Education
City Colleges of Chicago-Harry S Truman College 2005 — 2007
Registered Nursing, Nursing Administration, Nursing Research and Clinical Nursing
Cortiva Institute-Chicago 2003 — 2004
LMT/NCTMB, Clinical Massage Therapy
thinkorswim September 2011 - Present
Geek Squad 2007 - 2011
Carey Private Aviation and Transportation Services 2005 - 2007
Bone and Joint Center 2004 - 2005
Skills
Troubleshooting, Call Centers, Windows 7, Microsoft Office, Customer Service, Customer Satisfaction, Windows, Computer Hardware, PowerPoint, Microsoft Word, Microsoft Excel, Technical Support, Administration, Data Entry, Software Documentation, Sales, Leadership, Management
Education
City Colleges of Chicago-Harry S Truman College 2005 — 2007
Registered Nursing, Nursing Administration, Nursing Research and Clinical Nursing
Cortiva Institute-Chicago 2003 — 2004
LMT/NCTMB, Clinical Massage Therapy
Héctor J. García Héctor J. García's thinkorswim Experience March 2015 - Present
Job Senior Software Engineer at TD Ameritrade
Industry Computer Software
Experience
thinkorswim March 2015 - Present
Amazon June 2014 - March 2015
CompSys Research & Consulting June 2007 - June 2014
University of Michigan September 2007 - May 2014
Ford Motor Company July 2003 - June 2007
Social Security Administration January 1998 - July 2003
Skills
C++, High Performance..., Data Mining, Distributed Systems, Perl, Java, Matlab, E-Learning, Instructional Design, HTML, Computer Science, Python, Machine Learning, Mathematica, PHP, XML, Bash, Linux System..., Algorithm Design, Algorithm Analysis, Distributed Algorithms, Data Structures, Visual Basic, Quantum Computing, Quantum Information, Bioinformatics, Business Analytics, System Dynamics, Systems Thinking, Simulations, Algorithms, Software Development
Education
University of Michigan 2007 — 2013
Doctor of Philosophy (PhD), Computer Science & Engineering
University of Michigan-Dearborn 2004 — 2007
Master's degree, Computer Science
Universidad de Puerto Rico 1996 — 2001
BBA, Computer and Information Systems
thinkorswim March 2015 - Present
Amazon June 2014 - March 2015
CompSys Research & Consulting June 2007 - June 2014
University of Michigan September 2007 - May 2014
Ford Motor Company July 2003 - June 2007
Social Security Administration January 1998 - July 2003
Skills
C++, High Performance..., Data Mining, Distributed Systems, Perl, Java, Matlab, E-Learning, Instructional Design, HTML, Computer Science, Python, Machine Learning, Mathematica, PHP, XML, Bash, Linux System..., Algorithm Design, Algorithm Analysis, Distributed Algorithms, Data Structures, Visual Basic, Quantum Computing, Quantum Information, Bioinformatics, Business Analytics, System Dynamics, Systems Thinking, Simulations, Algorithms, Software Development
Education
University of Michigan 2007 — 2013
Doctor of Philosophy (PhD), Computer Science & Engineering
University of Michigan-Dearborn 2004 — 2007
Master's degree, Computer Science
Universidad de Puerto Rico 1996 — 2001
BBA, Computer and Information Systems
Douglas Basile Douglas Basile's thinkorswim Experience May 2009 - April 2011
Job Portfolio Specialist at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management June 2012 - Present
Wells Fargo Advantage Funds April 2011 - June 2012
thinkorswim May 2009 - April 2011
Timber Hill LLC June 2000 - May 2009
ADM Investor Services January 1996 - May 1999
Skills
Series 7, Options, Trading, Investments, Series 3, Series 63, Securities, Equities, Asset Management, Asset Allocation, Bloomberg, Commodity, Derivatives, ETFs, Electronic Trading, FINRA, Fixed Income, Financial Markets, Financial Services, Proprietary Trading, Trading Systems
Education
Indiana University - Kelley School of Business 2014 — 2016
Master of Science in Finance
Elmhurst College 2007 — 2009
Master of Business Administration (M.B.A.)
West Virginia Wesleyan College 1990 — 1994
Bachelor's Degree, History and English
Indiana University Bloomington
Wells Capital Management June 2012 - Present
Wells Fargo Advantage Funds April 2011 - June 2012
thinkorswim May 2009 - April 2011
Timber Hill LLC June 2000 - May 2009
ADM Investor Services January 1996 - May 1999
Skills
Series 7, Options, Trading, Investments, Series 3, Series 63, Securities, Equities, Asset Management, Asset Allocation, Bloomberg, Commodity, Derivatives, ETFs, Electronic Trading, FINRA, Fixed Income, Financial Markets, Financial Services, Proprietary Trading, Trading Systems
Education
Indiana University - Kelley School of Business 2014 — 2016
Master of Science in Finance
Elmhurst College 2007 — 2009
Master of Business Administration (M.B.A.)
West Virginia Wesleyan College 1990 — 1994
Bachelor's Degree, History and English
Indiana University Bloomington
Case Sosnoff Case Sosnoff's thinkorswim Experience June 2007 - August 2007
Job Operations and Business Development at tastytrade | dough
Industry Financial Services
Experience
dough, Inc. April 2014 - Present
tastytrade September 2011 - Present
rock paper scissors, inc. August 2010 - May 2011
Where I've Been June 2009 - August 2009
Hi-five Sports Camp June 2008 - August 2008
thinkorswim June 2007 - August 2007
Exposure June 2006 - August 2006
Skills
Social Media, Trade Shows, Public Relations, Social Networking, Sales, Microsoft Excel, Online Marketing
Education
Indiana University Bloomington 2007 — 2011
BS, Communications and Political Science
College
Francis W. Parker School
dough, Inc. April 2014 - Present
tastytrade September 2011 - Present
rock paper scissors, inc. August 2010 - May 2011
Where I've Been June 2009 - August 2009
Hi-five Sports Camp June 2008 - August 2008
thinkorswim June 2007 - August 2007
Exposure June 2006 - August 2006
Skills
Social Media, Trade Shows, Public Relations, Social Networking, Sales, Microsoft Excel, Online Marketing
Education
Indiana University Bloomington 2007 — 2011
BS, Communications and Political Science
College
Francis W. Parker School
Philip Case's thinkorswim Experience January 2008 - December 2008
Job Corporate Finance, Cornerstone Research & Development Inc.
Industry Alternative Medicine
Experience
Cornerstone Research & Development, Inc. October 2012 - Present
WorldTrans Services, Inc. April 2011 - December 2011
TGG Capital December 2010 - May 2011
CR Bard December 2009 - November 2010
thinkorswim January 2008 - December 2008
The Case Group November 2003 - December 2007
JPMorgan Securities 1997 - 2003
U.S. Marine Corps July 1988 - October 1998
Skills
Financial Modeling, Mergers & Acquisitions, Financial Analysis, Corporate Finance, Forecasting, Finance, Business Intelligence, Leadership, Due Diligence, Managerial Finance, Mergers, Valuation, Business Valuation, Strategy, Start-ups, Business Strategy, Accounting, Management, Budgets, Process Improvement, Analysis, ERP, Business Development, Financial Reporting, Analytics, Risk Management, Strategic Financial..., Operations Management, Strategic Planning, Internal Controls, Integration, Value Stream Mapping, Corporate Development, Investment Banking, Management Consulting, Data Analysis, Cost Accounting, Cash Flow Forecasting, Revenue Recognition, Data Mining, Regression Analysis, Pareto Analysis, Process Control, US GAAP reporting, Foreign Currency..., Hedge Funds, Private Equity, cGMP manufacturing, Lean Manufacturing, Sarbanes-Oxley
Education
University of Washington 1992 — 1995
Bachelors
Seattle University 1995 — 1996
Masters of Science
Cornerstone Research & Development, Inc. October 2012 - Present
WorldTrans Services, Inc. April 2011 - December 2011
TGG Capital December 2010 - May 2011
CR Bard December 2009 - November 2010
thinkorswim January 2008 - December 2008
The Case Group November 2003 - December 2007
JPMorgan Securities 1997 - 2003
U.S. Marine Corps July 1988 - October 1998
Skills
Financial Modeling, Mergers & Acquisitions, Financial Analysis, Corporate Finance, Forecasting, Finance, Business Intelligence, Leadership, Due Diligence, Managerial Finance, Mergers, Valuation, Business Valuation, Strategy, Start-ups, Business Strategy, Accounting, Management, Budgets, Process Improvement, Analysis, ERP, Business Development, Financial Reporting, Analytics, Risk Management, Strategic Financial..., Operations Management, Strategic Planning, Internal Controls, Integration, Value Stream Mapping, Corporate Development, Investment Banking, Management Consulting, Data Analysis, Cost Accounting, Cash Flow Forecasting, Revenue Recognition, Data Mining, Regression Analysis, Pareto Analysis, Process Control, US GAAP reporting, Foreign Currency..., Hedge Funds, Private Equity, cGMP manufacturing, Lean Manufacturing, Sarbanes-Oxley
Education
University of Washington 1992 — 1995
Bachelors
Seattle University 1995 — 1996
Masters of Science
Brandon Herman Brandon Herman's thinkorswim Experience October 2009 - August 2011
Job Operations Regulatory/Systems Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2014 - Present
TD Ameritrade November 2011 - Present
thinkorswim October 2009 - August 2011
United States Marine Corps August 2002 - August 2008
Skills
Project Management, People Management, Millitary Leadership, Risk Management, Leadership, Team Leadership, Process Improvement, Analysis, Vendor Management, Operations Management, Business Analysis, Team Building, Banking, Program Management, Business Process..., Management
Education
Bellevue University 2007 — 2009
Bachelor of Business Administration (B.B.A.), Business
TD Ameritrade May 2014 - Present
TD Ameritrade November 2011 - Present
thinkorswim October 2009 - August 2011
United States Marine Corps August 2002 - August 2008
Skills
Project Management, People Management, Millitary Leadership, Risk Management, Leadership, Team Leadership, Process Improvement, Analysis, Vendor Management, Operations Management, Business Analysis, Team Building, Banking, Program Management, Business Process..., Management
Education
Bellevue University 2007 — 2009
Bachelor of Business Administration (B.B.A.), Business
Ann M. Grady Ann M. Grady's thinkorswim Experience May 2008 - September 2008
Job President, Pyrenees Compliance LLC
Industry Financial Services
Experience
Pyrenees Compliance Ltd. January 2015 - Present
X-Change Financial Access (XFA) August 2012 - September 2014
TD Ameritrade June 2009 - August 2012
thinkorswim Inc. October 2008 - June 2010
thinkorswim May 2008 - September 2008
Merrill Lynch April 2004 - March 2008
Office of General Counsel, Merrill Lynch April 2004 - March 2008
ABN AMRO June 2002 - April 2004
Wolverine Trading March 2000 - June 2002
Chicago Board Options Exchange November 1979 - March 2000
Skills
FINRA, Securities, Options, Trading, Alternative Investments, Electronic Trading, Series 7, Hedge Funds, Series 24, ETFs, Financial Markets, Equities, Risk Management, Derivatives, Financial Services, Series 63, Securities Regulation, Broker-Dealer, Investments, Equity Trading, Due Diligence, Equity Derivatives, Market Making, Brokerage, Options Strategies, Mutual Funds, Bloomberg, AML, Trading Systems, Proprietary Trading, Futures, forex, Operations Management, Index Options, Portfolio Management, Financial Risk, Capital Markets, Anti Money Laundering
Education
DePaul University 1976 — 1980
Bachelor of Arts (BA), Liberal Arts and Sciences/Economics
Felician College, Illinois 1978 — 1979
Associate of Arts and Sciences (AAS), Social & Political Science
Pyrenees Compliance Ltd. January 2015 - Present
X-Change Financial Access (XFA) August 2012 - September 2014
TD Ameritrade June 2009 - August 2012
thinkorswim Inc. October 2008 - June 2010
thinkorswim May 2008 - September 2008
Merrill Lynch April 2004 - March 2008
Office of General Counsel, Merrill Lynch April 2004 - March 2008
ABN AMRO June 2002 - April 2004
Wolverine Trading March 2000 - June 2002
Chicago Board Options Exchange November 1979 - March 2000
Skills
FINRA, Securities, Options, Trading, Alternative Investments, Electronic Trading, Series 7, Hedge Funds, Series 24, ETFs, Financial Markets, Equities, Risk Management, Derivatives, Financial Services, Series 63, Securities Regulation, Broker-Dealer, Investments, Equity Trading, Due Diligence, Equity Derivatives, Market Making, Brokerage, Options Strategies, Mutual Funds, Bloomberg, AML, Trading Systems, Proprietary Trading, Futures, forex, Operations Management, Index Options, Portfolio Management, Financial Risk, Capital Markets, Anti Money Laundering
Education
DePaul University 1976 — 1980
Bachelor of Arts (BA), Liberal Arts and Sciences/Economics
Felician College, Illinois 1978 — 1979
Associate of Arts and Sciences (AAS), Social & Political Science
Brandon Rubinshtein Brandon Rubinshtein's thinkorswim Experience January 2006 - Present
Job CEO at Verre
Industry Executive Office
Experience
GetVerre LLC May 2014 - Present
thinkorswim January 2006 - Present
Walk Us In May 2012 - June 2013
Rank My Dentist, LLC March 2009 - February 2012
Skills
Marketing, Marketing Strategy, Social Media Marketing, Email Marketing, Target Marketing, SEO, Management, Executive Management, Business Development, Start-up Consulting, Options Strategies, Investment Advisory, Investment Strategies, Finance, Investments, Entrepreneurship, Start-ups
Education
Baruch College 2011 — 2015
Bachelor's degree, Economics
Yeshiva of Flatbush 2007 — 2011
GetVerre LLC May 2014 - Present
thinkorswim January 2006 - Present
Walk Us In May 2012 - June 2013
Rank My Dentist, LLC March 2009 - February 2012
Skills
Marketing, Marketing Strategy, Social Media Marketing, Email Marketing, Target Marketing, SEO, Management, Executive Management, Business Development, Start-up Consulting, Options Strategies, Investment Advisory, Investment Strategies, Finance, Investments, Entrepreneurship, Start-ups
Education
Baruch College 2011 — 2015
Bachelor's degree, Economics
Yeshiva of Flatbush 2007 — 2011
David Lukens David Lukens's thinkorswim Experience August 2007 - May 2008
Job President at C.E. Professionals
Industry Education Management
Experience
UCCI June 2013 - Present
Utah Transit Authority 2010 - Present
CE Professionals April 1999 - Present
CE Professionals September 2000 - December 2009
Thinkorswim August 2007 - May 2008
InvesTools - Thinkorswim April 2005 - May 2008
Investools April 2005 - May 2008
MetLife Financial Services & MetLife Auto & Home May 2002 - July 2005
Edward Jones and Company January 2000 - May 2002
Empire Construction, Inc May 1992 - October 2000
Skills
Mergers, Investments, Management, Portfolio Management, Strategic Financial..., Asset Managment, Securities, Finance, Business Strategy, Coaching, Start-ups, Mutual Funds, Series 7, Series 63, Investment Strategies, Team Building, Options, Asset Allocation, Executive Management, Disability Insurance, 401k, Trading, Contract Negotiation, Investment Advisory, Strategy, Strategic Planning, Sales, Negotiation, Asset Management, Training, Leadership, Small Business, Financial Analysis, Risk Management, Employee Benefits, Insurance, Entrepreneurship, Analysis, Time Management, Budgets, Process Improvement, Leadership Development, Operations Management, Management Consulting, Business Planning, Team Leadership, Organizational..., Public Speaking, Marketing, Sales Management
Education
Brigham Young University 1976 — 1986
B.S., Construction Management / Business / Sociology
UCCI June 2013 - Present
Utah Transit Authority 2010 - Present
CE Professionals April 1999 - Present
CE Professionals September 2000 - December 2009
Thinkorswim August 2007 - May 2008
InvesTools - Thinkorswim April 2005 - May 2008
Investools April 2005 - May 2008
MetLife Financial Services & MetLife Auto & Home May 2002 - July 2005
Edward Jones and Company January 2000 - May 2002
Empire Construction, Inc May 1992 - October 2000
Skills
Mergers, Investments, Management, Portfolio Management, Strategic Financial..., Asset Managment, Securities, Finance, Business Strategy, Coaching, Start-ups, Mutual Funds, Series 7, Series 63, Investment Strategies, Team Building, Options, Asset Allocation, Executive Management, Disability Insurance, 401k, Trading, Contract Negotiation, Investment Advisory, Strategy, Strategic Planning, Sales, Negotiation, Asset Management, Training, Leadership, Small Business, Financial Analysis, Risk Management, Employee Benefits, Insurance, Entrepreneurship, Analysis, Time Management, Budgets, Process Improvement, Leadership Development, Operations Management, Management Consulting, Business Planning, Team Leadership, Organizational..., Public Speaking, Marketing, Sales Management
Education
Brigham Young University 1976 — 1986
B.S., Construction Management / Business / Sociology
Natalie Yoshimura Natalie Yoshimura's thinkorswim Experience May 2009 - December 2011
Job Sr. Consultant at Slalom Consulting
Industry Financial Services
Experience
Slalom Consulting January 2012 - Present
thinkorswim May 2009 - December 2011
Think or Swin, Inc. June 2007 - May 2009
AOL MusicNow October 2003 - April 2007
IRI June 2001 - October 2003
LEC LTD August 1999 - February 2001
Skills
SQL Server, SQL, Data Analysis, Business Intelligence, Business Analysis, Perl, Oracle, MySQL, SSIS, SSRS, Requirements Gathering, Requirements Analysis, Agile Project Management, TOAD, Visio, Erwin, Microsoft SQL Server, ETL, SDLC, Database Design
Education
DePaul University 2001 — 2004
M.S., Computer Science
Loyola University Chicago 1993 — 1997
B.S., Economics, Pschology
Slalom Consulting January 2012 - Present
thinkorswim May 2009 - December 2011
Think or Swin, Inc. June 2007 - May 2009
AOL MusicNow October 2003 - April 2007
IRI June 2001 - October 2003
LEC LTD August 1999 - February 2001
Skills
SQL Server, SQL, Data Analysis, Business Intelligence, Business Analysis, Perl, Oracle, MySQL, SSIS, SSRS, Requirements Gathering, Requirements Analysis, Agile Project Management, TOAD, Visio, Erwin, Microsoft SQL Server, ETL, SDLC, Database Design
Education
DePaul University 2001 — 2004
M.S., Computer Science
Loyola University Chicago 1993 — 1997
B.S., Economics, Pschology
David Mishkin David Mishkin's thinkorswim Experience October 2009 - September 2011
Job Equity Options Trader at Simplex Investments
Industry
Experience
Simplex Investments March 2012 - Present
thinkorswim October 2009 - September 2011
Simplex Investments August 2007 - April 2009
Skills
Equities, Options, Trading, Trading Systems, Financial Markets, Electronic Trading, Derivatives, Investments, Series 7, Series 63
Education
Bradley University 2003 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
Simplex Investments March 2012 - Present
thinkorswim October 2009 - September 2011
Simplex Investments August 2007 - April 2009
Skills
Equities, Options, Trading, Trading Systems, Financial Markets, Electronic Trading, Derivatives, Investments, Series 7, Series 63
Education
Bradley University 2003 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
Tracy Algeo Tracy Algeo's thinkorswim Experience November 2008 - December 2008
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
dough, Inc. October 2014 - Present
TD Ameritrade June 2014 - September 2014
J.P. Morgan December 2010 - June 2014
TD Ameritrade November 2009 - December 2009
thinkorswim November 2008 - December 2008
Skills
Account Management, Marketing, Financial Analysis, Microsoft Office, Market Research, Sales, Customer Service, Advertising, Email Marketing, Social Media, Social Media Marketing, Credit, Leadership, Salesforce.com, Marketing Communications, Competitive Analysis, Integrated Marketing, Marketing Strategy, Digital Marketing, PowerPoint, Microsoft Excel
Education
Ohio University 2006 — 2010
Bachleor of Business Administration, Marketing
dough, Inc. October 2014 - Present
TD Ameritrade June 2014 - September 2014
J.P. Morgan December 2010 - June 2014
TD Ameritrade November 2009 - December 2009
thinkorswim November 2008 - December 2008
Skills
Account Management, Marketing, Financial Analysis, Microsoft Office, Market Research, Sales, Customer Service, Advertising, Email Marketing, Social Media, Social Media Marketing, Credit, Leadership, Salesforce.com, Marketing Communications, Competitive Analysis, Integrated Marketing, Marketing Strategy, Digital Marketing, PowerPoint, Microsoft Excel
Education
Ohio University 2006 — 2010
Bachleor of Business Administration, Marketing
Chantay Moore's thinkorswim Experience December 2011 - December 2012
Job Registered Operations Leader at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2012 - Present
thinkorswim December 2011 - December 2012
Genesis Wealth Management March 2009 - August 2009
Groshong & Associates August 2007 - March 2008
Ameriprise Financial Services, Inc. January 2006 - April 2007
Skills
Mutual Funds, Retirement Planning, Series 63, Series 7, Wealth Management, Life Insurance, College Education..., Personal Financial..., Retirement, Investment Strategies, Securities, Microsoft Excel, Financial Services, Investments, Insurance
Education
Roosevelt University 2002 — 2005
Bachelor of Science (B.S.), Accounting
Ameriprise Financial Services, Inc. December 2012 - Present
thinkorswim December 2011 - December 2012
Genesis Wealth Management March 2009 - August 2009
Groshong & Associates August 2007 - March 2008
Ameriprise Financial Services, Inc. January 2006 - April 2007
Skills
Mutual Funds, Retirement Planning, Series 63, Series 7, Wealth Management, Life Insurance, College Education..., Personal Financial..., Retirement, Investment Strategies, Securities, Microsoft Excel, Financial Services, Investments, Insurance
Education
Roosevelt University 2002 — 2005
Bachelor of Science (B.S.), Accounting
Tucker Balch Tucker Balch's thinkorswim Experience September 2007 - November 2008
Job CoFounder and CTO at Lucena Research
Industry Investment Management
Experience
Lucena Research January 2011 - Present
Georgia Institute of Technology September 2001 - Present
Cerebellum Capital, Inc 2009 - May 2010
thinkorswim September 2007 - November 2008
Carnegie Mellon University September 1999 - September 2001
United States Air Force May 1988 - May 1997
Skills
Machine Learning, Artificial Intelligence, Computer Science, Computer Vision, Python, Algorithms, Pattern Recognition, Matlab, C++, Java, Quantitative Finance, R, Robotics, Cooperation, Mobile Robotics, Software Engineering, Simulations, Data Mining, Image Processing, Big Data, Human Computer..., Programming, LaTeX, C, Signal Processing, Optimization, Mathematical Modeling, Entrepreneurship, High Performance..., Natural Language..., Distributed Systems
Education
Georgia Institute of Technology 1997 — 1998
Ph.D., Computer Science
University of California, Davis 1988 — 1988
MS, Computer Science
Lucena Research January 2011 - Present
Georgia Institute of Technology September 2001 - Present
Cerebellum Capital, Inc 2009 - May 2010
thinkorswim September 2007 - November 2008
Carnegie Mellon University September 1999 - September 2001
United States Air Force May 1988 - May 1997
Skills
Machine Learning, Artificial Intelligence, Computer Science, Computer Vision, Python, Algorithms, Pattern Recognition, Matlab, C++, Java, Quantitative Finance, R, Robotics, Cooperation, Mobile Robotics, Software Engineering, Simulations, Data Mining, Image Processing, Big Data, Human Computer..., Programming, LaTeX, C, Signal Processing, Optimization, Mathematical Modeling, Entrepreneurship, High Performance..., Natural Language..., Distributed Systems
Education
Georgia Institute of Technology 1997 — 1998
Ph.D., Computer Science
University of California, Davis 1988 — 1988
MS, Computer Science
Guido Espinosa Guido Espinosa's thinkorswim Experience January 2010 - February 2013
Job Derivatives risk modeling and application development.
Industry Financial Services
Experience
TD Ameritrade March 2014 - Present
TD Ameritrade February 2013 - March 2014
thinkorswim January 2010 - February 2013
thinkorswim June 2008 - January 2010
thinkorswim December 2006 - June 2008
Skills
Derivatives, Equities, Securities, Financial Risk, Options, Futures Trading, Option Pricing Models, Python, SQL, Financial Modeling, Risk Management, Foreign Exchange, Trading Systems, Series 7, Series 63, FINRA, Electronic Trading, Trading, Series 24, Financial Markets, Portfolio Management, FX Options, Bloomberg, Equity Trading, Financial Services, Investments, Management, Equity Derivatives, Options Strategies, Technical Analysis, Currency, Hedge Funds, Mutual Funds, Stocks, Capital Markets, Alternative Investments, Customer Service, Uniform Combined State..., Market Data, ETFs, Investment Management, Back Office, Market Risk, Commodity, Series 65, Volatility, Financial Analysis, Leadership, Microsoft Office, Django
Education
DePaul University
Bachelor’s Degree, Finance
TD Ameritrade March 2014 - Present
TD Ameritrade February 2013 - March 2014
thinkorswim January 2010 - February 2013
thinkorswim June 2008 - January 2010
thinkorswim December 2006 - June 2008
Skills
Derivatives, Equities, Securities, Financial Risk, Options, Futures Trading, Option Pricing Models, Python, SQL, Financial Modeling, Risk Management, Foreign Exchange, Trading Systems, Series 7, Series 63, FINRA, Electronic Trading, Trading, Series 24, Financial Markets, Portfolio Management, FX Options, Bloomberg, Equity Trading, Financial Services, Investments, Management, Equity Derivatives, Options Strategies, Technical Analysis, Currency, Hedge Funds, Mutual Funds, Stocks, Capital Markets, Alternative Investments, Customer Service, Uniform Combined State..., Market Data, ETFs, Investment Management, Back Office, Market Risk, Commodity, Series 65, Volatility, Financial Analysis, Leadership, Microsoft Office, Django
Education
DePaul University
Bachelor’s Degree, Finance
James Amine James Amine's thinkorswim Experience February 2014 - September 2014
Job Client Service Associate at J.P. Morgan
Industry Banking
Experience
J.P. Morgan September 2014 - Present
thinkorswim February 2014 - September 2014
thinkorswim June 2011 - August 2012
Credit Suisse July 2009 - September 2009
Skills
Series 7, Series 63, Trading, Excel, Word, Customer Service, Financial Modeling, PowerPoint, Equities, Financial Analysis, Options, Valuation, Microsoft Office
Education
Loyola University of Chicago 2012 — 2013
Master of Business Administration (M.B.A.), Finance
Loyola University Chicago 2007 — 2010
Bachelor of Business Administration, Finance & International Business
J.P. Morgan September 2014 - Present
thinkorswim February 2014 - September 2014
thinkorswim June 2011 - August 2012
Credit Suisse July 2009 - September 2009
Skills
Series 7, Series 63, Trading, Excel, Word, Customer Service, Financial Modeling, PowerPoint, Equities, Financial Analysis, Options, Valuation, Microsoft Office
Education
Loyola University of Chicago 2012 — 2013
Master of Business Administration (M.B.A.), Finance
Loyola University Chicago 2007 — 2010
Bachelor of Business Administration, Finance & International Business
Neal Klotsmam's thinkorswim Experience May 2014 - Present
Job Day Trader at thinkorswim
Industry Retail
Experience
thinkorswim May 2014 - Present
Ej Sterling January 2014 - June 2014
Cohen's Fashion Optical December 2010 - 2014
Panahi NYC September 2012 - November 2013
Wall Street Equity Research Group July 2013 - September 2013
Khloe Bistrot April 2011 - October 2011
Skills
Bilingual, Microsoft Office, POS, Brand Development, Marketing Strategy, Advertising, Fashion, Adobe Creative Suite, Blogging, Business Development, Customer Satisfaction, Customer Service, Data Analysis, Entrepreneurship, Event Management, Event Planning, Facebook, Illustrator, Leadership, Luxury Goods, Marketing, Marketing Communications, Media Relations, Merchandising, Microsoft Word, Negotiation, New Business Development, Photoshop, PowerPoint, Team Leadership, Social Media Marketing, Coaching, Public Speaking, Microsoft Excel, Retail, Social Networking, Social Media, Team Building, Research, Access, Pricing, Sales, Business Planning, Real Estate, Corporate Communications, Time Management, Teamwork, Digital Media, Public Relations, Financial Analysis
Education
Baruch College 2011 — 2015
International Finance
Fort Lee high school
thinkorswim May 2014 - Present
Ej Sterling January 2014 - June 2014
Cohen's Fashion Optical December 2010 - 2014
Panahi NYC September 2012 - November 2013
Wall Street Equity Research Group July 2013 - September 2013
Khloe Bistrot April 2011 - October 2011
Skills
Bilingual, Microsoft Office, POS, Brand Development, Marketing Strategy, Advertising, Fashion, Adobe Creative Suite, Blogging, Business Development, Customer Satisfaction, Customer Service, Data Analysis, Entrepreneurship, Event Management, Event Planning, Facebook, Illustrator, Leadership, Luxury Goods, Marketing, Marketing Communications, Media Relations, Merchandising, Microsoft Word, Negotiation, New Business Development, Photoshop, PowerPoint, Team Leadership, Social Media Marketing, Coaching, Public Speaking, Microsoft Excel, Retail, Social Networking, Social Media, Team Building, Research, Access, Pricing, Sales, Business Planning, Real Estate, Corporate Communications, Time Management, Teamwork, Digital Media, Public Relations, Financial Analysis
Education
Baruch College 2011 — 2015
International Finance
Fort Lee high school
Mandy Wolfson Mandy Wolfson's thinkorswim Experience May 2009 - Present
Job thinkorswim
Industry Real Estate
Experience
thinkorswim May 2009 - Present
Chicago Apartment Solutions 2006 - 2009
Education
Real Estate Institute 2007 — 2007
leasing license, Residential leasing, laws, contracts, Property
Columbia College Chicago
Hofstra University
Recording Workshop
certificate audio engineering, sound, recording, music production
thinkorswim May 2009 - Present
Chicago Apartment Solutions 2006 - 2009
Education
Real Estate Institute 2007 — 2007
leasing license, Residential leasing, laws, contracts, Property
Columbia College Chicago
Hofstra University
Recording Workshop
certificate audio engineering, sound, recording, music production
Seth R. Dowling's thinkorswim Experience June 2009 - November 2009
Job Vice President, Product Management Zacks Investment Research
Industry Financial Services
Experience
Zacks Investment Research April 2013 - Present
Zacks Investment Research July 2010 - April 2013
ETF Database February 2010 - July 2010
thinkorswim June 2009 - November 2009
Skills
Logistics, Financial Markets, Equities, Analysis, Portfolio Management, Trading, Management, Corporate Finance, Training, Project Management, Hedge Funds, Equity Research, Asset Management, Capital Markets, Securities, Finance, Investments, Alternative Investments, Equity Trading, Derivatives, Asset Allocation, Valuation, Financial Analysis, ETFs, Bonds, Mutual Funds, Market Data, Fixed Income, Options, Accounting, Investment Management, Forecasting, Trading Systems, Asset Managment, Investment Strategies, Bloomberg, Risk Management, Financial Modeling, Wealth Management, Series 63, Equity Valuation, Hedging, Commodity, Private Equity, Financial Services, Investment Advisory
Education
DePaul University 2004 — 2009
B.S., Finance
Wheaton-Warrenville South High School 1996 — 2000
Diploma, General Studies
Zacks Investment Research April 2013 - Present
Zacks Investment Research July 2010 - April 2013
ETF Database February 2010 - July 2010
thinkorswim June 2009 - November 2009
Skills
Logistics, Financial Markets, Equities, Analysis, Portfolio Management, Trading, Management, Corporate Finance, Training, Project Management, Hedge Funds, Equity Research, Asset Management, Capital Markets, Securities, Finance, Investments, Alternative Investments, Equity Trading, Derivatives, Asset Allocation, Valuation, Financial Analysis, ETFs, Bonds, Mutual Funds, Market Data, Fixed Income, Options, Accounting, Investment Management, Forecasting, Trading Systems, Asset Managment, Investment Strategies, Bloomberg, Risk Management, Financial Modeling, Wealth Management, Series 63, Equity Valuation, Hedging, Commodity, Private Equity, Financial Services, Investment Advisory
Education
DePaul University 2004 — 2009
B.S., Finance
Wheaton-Warrenville South High School 1996 — 2000
Diploma, General Studies
DANIEL SPEER DANIEL SPEER's thinkorswim Experience June 2014 - Present
Job Trader
Industry Investment Management
Experience
Lion's Den Capital LLC July 2015 - Present
thinkorswim June 2014 - Present
TD Ameritrade June 2012 - June 2014
Skills
Financial Markets, Derivatives, Equities, Hedge Funds, Portfolio Management, Equity Trading
Education
The University of Texas at Arlington 2013 — 2015
Bachelor’s Degree, Economics
Lion's Den Capital LLC July 2015 - Present
thinkorswim June 2014 - Present
TD Ameritrade June 2012 - June 2014
Skills
Financial Markets, Derivatives, Equities, Hedge Funds, Portfolio Management, Equity Trading
Education
The University of Texas at Arlington 2013 — 2015
Bachelor’s Degree, Economics
Aric Forsythe Aric Forsythe's thinkorswim Experience May 2003 - May 2006
Job Chief Product Officer
Industry Financial Services
Experience
Aperture Group - A General Atlantic holding company September 2014 - March 2015
tradeMONSTER April 2006 - August 2014
thinkorswim May 2003 - May 2006
thinkorswim May 2000 - May 2003
Forsythe Consulting May 1993 - August 1997
Kessler Asher International June 1994 - April 1996
Saliba Companies June 1991 - June 1994
International Trading Institute (ITI) 1991 - 1992
Skills
Options, Electronic Trading, Equities, Trading, Derivatives, Trading Systems, Product Development, User Experience, Interaction Design, Innovation, Start-ups, Financial Markets, Financial Services, Market Data, Securities, Fixed Income, Capital Markets, Equity Trading, ETFs, Equity Derivatives, Prime Brokerage, Hedge Funds, FX Options, FINRA
Education
Illinois School of Professional Psychology, Chicago Campus 2003 — 2007
Master's Degree, Pyschology / Counseling
Florida State University 1989 — 1991
Bachelor of Science (BS), Finance, Magna Cum Laude
Florida State University 1989 — 1991
Bachelor's Degree, Management Information Systems, Magna Cum Laude
Aperture Group - A General Atlantic holding company September 2014 - March 2015
tradeMONSTER April 2006 - August 2014
thinkorswim May 2003 - May 2006
thinkorswim May 2000 - May 2003
Forsythe Consulting May 1993 - August 1997
Kessler Asher International June 1994 - April 1996
Saliba Companies June 1991 - June 1994
International Trading Institute (ITI) 1991 - 1992
Skills
Options, Electronic Trading, Equities, Trading, Derivatives, Trading Systems, Product Development, User Experience, Interaction Design, Innovation, Start-ups, Financial Markets, Financial Services, Market Data, Securities, Fixed Income, Capital Markets, Equity Trading, ETFs, Equity Derivatives, Prime Brokerage, Hedge Funds, FX Options, FINRA
Education
Illinois School of Professional Psychology, Chicago Campus 2003 — 2007
Master's Degree, Pyschology / Counseling
Florida State University 1989 — 1991
Bachelor of Science (BS), Finance, Magna Cum Laude
Florida State University 1989 — 1991
Bachelor's Degree, Management Information Systems, Magna Cum Laude
Trevor O'Rourke Trevor O'Rourke's thinkorswim Experience January 2011 - Present
Job Retail Trading Specalist at Thinkorswim
Industry Financial Services
Experience
thinkorswim January 2011 - Present
SIMM (Students In Money Management) August 2009 - December 2009
Skills
Equities, Finance, Investments, Securities, Options, Mutual Funds, Series 7, Portfolio Management, Microsoft Excel, Series 63, Derivatives, Financial Analysis, Financial Markets, Customer Service, Analysis
Education
Saint Bonaventure University 2006 — 2010
Bachelor, Finance, Economics
thinkorswim January 2011 - Present
SIMM (Students In Money Management) August 2009 - December 2009
Skills
Equities, Finance, Investments, Securities, Options, Mutual Funds, Series 7, Portfolio Management, Microsoft Excel, Series 63, Derivatives, Financial Analysis, Financial Markets, Customer Service, Analysis
Education
Saint Bonaventure University 2006 — 2010
Bachelor, Finance, Economics
Rachael Turner's thinkorswim Experience September 2008 - February 2014
Job Business Manager & Entrepreneur
Industry Accounting
Experience
Private Company November 2014 - Present
Non-Profit June 2013 - Present
Rosemint Inc. February 2013 - Present
Northwestern Mutual January 2015 - June 2015
TD Ameritrade September 2008 - February 2014
thinkorswim September 2008 - February 2014
TCF Bank February 2008 - September 2008
TCF Bank September 2006 - February 2008
Skills
Finance, Financial Advisory, Banking, Retail Banking, Management, Account Management, Operations Management, Operational Planning, Brokerage, Broker-Dealer, Money Market, Anti Money Laundering, Compliance, Fraud, Fraud Detection, Staff Development, Procedure Development, Series 7, Series 24, Series 34, Series 3, Series 63, FINRA, Event Planning, Event Management, Organization, Organizational..., Team Building, Process Efficiency, Financial Services, Trading, Financial Analysis, Mutual Funds, Public Speaking, Securities, Strategic Planning, Marketing, Leadership, Social Media, PowerPoint, Nonprofits
Education
University of Illinois at Urbana-Champaign 2002 — 2006
Bachelor's Degree, Finance and Spanish
Private Company November 2014 - Present
Non-Profit June 2013 - Present
Rosemint Inc. February 2013 - Present
Northwestern Mutual January 2015 - June 2015
TD Ameritrade September 2008 - February 2014
thinkorswim September 2008 - February 2014
TCF Bank February 2008 - September 2008
TCF Bank September 2006 - February 2008
Skills
Finance, Financial Advisory, Banking, Retail Banking, Management, Account Management, Operations Management, Operational Planning, Brokerage, Broker-Dealer, Money Market, Anti Money Laundering, Compliance, Fraud, Fraud Detection, Staff Development, Procedure Development, Series 7, Series 24, Series 34, Series 3, Series 63, FINRA, Event Planning, Event Management, Organization, Organizational..., Team Building, Process Efficiency, Financial Services, Trading, Financial Analysis, Mutual Funds, Public Speaking, Securities, Strategic Planning, Marketing, Leadership, Social Media, PowerPoint, Nonprofits
Education
University of Illinois at Urbana-Champaign 2002 — 2006
Bachelor's Degree, Finance and Spanish
Tim Cullen, MBA Tim Cullen, MBA's thinkorswim Experience January 2007 - May 2010
Job Chief Global AntiMoney Laundering Compliance Officer at INTL FCStone Inc.
Industry Financial Services
Experience
INTL FCStone Inc. September 2015 - Present
TD Ameritrade September 2012 - September 2015
TD Ameritrade May 2010 - September 2012
thinkorswim January 2007 - May 2010
Financial Industry Regulatory Authority January 2006 - January 2007
Schiff Hardin LLP June 2003 - August 2003
American Enterprise Institute January 2003 - June 2003
Bank of Cattaraugus May 1996 - December 2002
Skills
AML, Analysis, Program Management, Series 24, Series 7, Series 63, Series 4, Series 3, FINRA, Options, Equities, Securities, Broker-Dealer, Training, USA PATRIOT Act, OFAC, Finance, Securities Regulation, Uniform Combined State..., Risk Management, Anti Money Laundering, Management, Mutual Funds, Financial Services, Investments
Education
Saint Bonaventure University 2004 — 2005
MBA, Finance and Accounting
Saint Bonaventure University 2000 — 2004
BBA, Finance
American University 2003 — 2003
Advanced Economic Policy Certificate, Economic Policy Program
INTL FCStone Inc. September 2015 - Present
TD Ameritrade September 2012 - September 2015
TD Ameritrade May 2010 - September 2012
thinkorswim January 2007 - May 2010
Financial Industry Regulatory Authority January 2006 - January 2007
Schiff Hardin LLP June 2003 - August 2003
American Enterprise Institute January 2003 - June 2003
Bank of Cattaraugus May 1996 - December 2002
Skills
AML, Analysis, Program Management, Series 24, Series 7, Series 63, Series 4, Series 3, FINRA, Options, Equities, Securities, Broker-Dealer, Training, USA PATRIOT Act, OFAC, Finance, Securities Regulation, Uniform Combined State..., Risk Management, Anti Money Laundering, Management, Mutual Funds, Financial Services, Investments
Education
Saint Bonaventure University 2004 — 2005
MBA, Finance and Accounting
Saint Bonaventure University 2000 — 2004
BBA, Finance
American University 2003 — 2003
Advanced Economic Policy Certificate, Economic Policy Program
Steve Rashis's thinkorswim Experience November 2001 - June 2009
Job Partner / Chief Option Strategist at M1 Capital Management
Industry Banking
Experience
M1 Capital Management September 2013 - Present
TD Ameritrade Institutional June 2011 - September 2013
TD Ameritrade June 2009 - June 2011
thinkorswim November 2001 - June 2009
CBOE - SOSNOFF / SHERIDAN GROUP, LLC. August 1987 - November 2001
Skills
Options
Education
Indiana University Bloomington 1983 — 1987
Bachelor of Science (BS), Finance
M1 Capital Management September 2013 - Present
TD Ameritrade Institutional June 2011 - September 2013
TD Ameritrade June 2009 - June 2011
thinkorswim November 2001 - June 2009
CBOE - SOSNOFF / SHERIDAN GROUP, LLC. August 1987 - November 2001
Skills
Options
Education
Indiana University Bloomington 1983 — 1987
Bachelor of Science (BS), Finance
Sarah Linane's thinkorswim Experience August 2011 - Present
Job Thinkorswim Trade Desk
Industry Financial Services
Experience
thinkorswim August 2011 - Present
Lia Sophia 2009 - December 2012
T.D. Ameritrade December 2010 - August 2011
CBOT 2007 - 2010
CBOT 2003 - 2007
Skills
Options, Series 63, Trading, Series 7, Electronic Trading, Securities, FINRA, Technical Analysis, Trading Systems, Equities, Financial Markets, Hedging, Options Strategies, Trading Strategies, Equity Trading, Portfolio Management, Derivatives, Risk Management
Education
Eastern Illinois University 1998 — 2002
B.A., Speech Communication
thinkorswim August 2011 - Present
Lia Sophia 2009 - December 2012
T.D. Ameritrade December 2010 - August 2011
CBOT 2007 - 2010
CBOT 2003 - 2007
Skills
Options, Series 63, Trading, Series 7, Electronic Trading, Securities, FINRA, Technical Analysis, Trading Systems, Equities, Financial Markets, Hedging, Options Strategies, Trading Strategies, Equity Trading, Portfolio Management, Derivatives, Risk Management
Education
Eastern Illinois University 1998 — 2002
B.A., Speech Communication
Richard Ransom Richard Ransom's thinkorswim Experience January 2006 - October 2008
Job Sr. Systems Analyst at Charles River Development
Industry Information Technology and Services
Experience
Charles River Development October 2014 - Present
Charles River Development October 2008 - September 2014
thinkorswim January 2006 - October 2008
Arrowhead Solutions December 1999 - December 2005
The Boston Company (Mellon Trust) October 1995 - December 1999
Skills
Infrastructure..., Databases, Enterprise Architecture, Disaster Recovery, Vendor Management, Trading Systems, IT Management, Market Data, Electronic Trading, Order Management, Sybase, Infrastructure, Requirements Gathering, SQL, SDLC, Business Analysis, Software Project..., Requirements Analysis
Education
Northwestern Connecticut Community College
AS, Computer Science
Southern New Hampshire University
BS, MIS
Charles River Development October 2014 - Present
Charles River Development October 2008 - September 2014
thinkorswim January 2006 - October 2008
Arrowhead Solutions December 1999 - December 2005
The Boston Company (Mellon Trust) October 1995 - December 1999
Skills
Infrastructure..., Databases, Enterprise Architecture, Disaster Recovery, Vendor Management, Trading Systems, IT Management, Market Data, Electronic Trading, Order Management, Sybase, Infrastructure, Requirements Gathering, SQL, SDLC, Business Analysis, Software Project..., Requirements Analysis
Education
Northwestern Connecticut Community College
AS, Computer Science
Southern New Hampshire University
BS, MIS
Bob Groves's thinkorswim Experience January 2008 - April 2013
Job Institutional Strategy Desk Senior Strategist at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional April 2013 - Present
thinkorswim January 2008 - April 2013
Consolidated Trading October 2003 - October 2007
CBOE May 1984 - October 2003
Skills
Trading, Options, Equities, Series 7, Volatility, Market Risk, ETFs, Equity Trading, Investment Strategies, Series 63, Stocks, Risk Management, Portfolio Management, Hedging, Securities, Financial Markets, Trading Systems, Equity Derivatives, Trading Strategies, Electronic Trading, Technical Analysis, Derivatives, FINRA, Hedge Funds, Investments, Bloomberg, Options Strategies, Alternative Investments, Bonds, Fixed Income, Investment Advisory, Capital Markets, Mutual Funds, Asset Allocation
Education
North Central College 1980 — 1984
BS, Accounting
University of Illinois at Urbana-Champaign 1979 — 1983
TD Ameritrade Institutional April 2013 - Present
thinkorswim January 2008 - April 2013
Consolidated Trading October 2003 - October 2007
CBOE May 1984 - October 2003
Skills
Trading, Options, Equities, Series 7, Volatility, Market Risk, ETFs, Equity Trading, Investment Strategies, Series 63, Stocks, Risk Management, Portfolio Management, Hedging, Securities, Financial Markets, Trading Systems, Equity Derivatives, Trading Strategies, Electronic Trading, Technical Analysis, Derivatives, FINRA, Hedge Funds, Investments, Bloomberg, Options Strategies, Alternative Investments, Bonds, Fixed Income, Investment Advisory, Capital Markets, Mutual Funds, Asset Allocation
Education
North Central College 1980 — 1984
BS, Accounting
University of Illinois at Urbana-Champaign 1979 — 1983
Michelle Cullen's thinkorswim Experience October 2006 - June 2010
Job CFO at dough, Inc.
Industry Financial Services
Experience
dough, Inc. (formerly tastytrade + dough) May 2011 - Present
TD Ameritrade July 2010 - May 2011
thinkorswim October 2006 - June 2010
Whitehall Jewellers February 2004 - October 2006
KPMG September 2001 - February 2004
Skills
Financial Analysis, Accounting, Sarbanes-Oxley Act, Financial Reporting, Risk Management, Financial Modeling, Securities, Equities, Account Reconciliation, Finance, Options, Investments, SEC filings, Strategic Financial..., Financial Services, SEC Filings, Financial Planning, Management
Education
Saint Bonaventure University 1996 — 2001
MBA/BBA, Accounting
Danbury High School 1992 — 1996
dough, Inc. (formerly tastytrade + dough) May 2011 - Present
TD Ameritrade July 2010 - May 2011
thinkorswim October 2006 - June 2010
Whitehall Jewellers February 2004 - October 2006
KPMG September 2001 - February 2004
Skills
Financial Analysis, Accounting, Sarbanes-Oxley Act, Financial Reporting, Risk Management, Financial Modeling, Securities, Equities, Account Reconciliation, Finance, Options, Investments, SEC filings, Strategic Financial..., Financial Services, SEC Filings, Financial Planning, Management
Education
Saint Bonaventure University 1996 — 2001
MBA/BBA, Accounting
Danbury High School 1992 — 1996
Landon Swan's thinkorswim Experience 2008 - 2009
Job Founder: SwanPowers, LikeFolio
Industry Internet
Experience
SwanPowers 2013 - Present
TD Ameritrade 2009 - 2013
thinkorswim 2008 - 2009
mytrade.com 2008 - 2009
DaytradeTeam.com 2000 - 2007
Skills
Social Media, Start-ups, Entrepreneurship, CRM, Management, Strategy, Cloud Computing, Leadership, Enterprise Software, Sales, Strategic Partnerships, Excel VBA, Software Project..., Data Analysis
Education
Bellarmine University 1997 — 2003
BA, Business
SwanPowers 2013 - Present
TD Ameritrade 2009 - 2013
thinkorswim 2008 - 2009
mytrade.com 2008 - 2009
DaytradeTeam.com 2000 - 2007
Skills
Social Media, Start-ups, Entrepreneurship, CRM, Management, Strategy, Cloud Computing, Leadership, Enterprise Software, Sales, Strategic Partnerships, Excel VBA, Software Project..., Data Analysis
Education
Bellarmine University 1997 — 2003
BA, Business
Scott Tallarida's thinkorswim Experience May 2006 - November 2007
Job CTO, onPeak
Industry Computer Software
Experience
Binge, LLC April 2008 - Present
Planet Earth Agency March 2008 - Present
onPeak 2007 - Present
thinkorswim May 2006 - November 2007
Travel Technology Group January 1991 - May 2006
Skills
Ruby on Rails, Ruby, ColdFusion, Agile, Software Development, Agile Methodologies, HTML 5, HTML, Leadership, Creative Direction, Enterprise Software, JavaScript, CSS, SQL, jQuery, Management, AJAX, Web Development, Marketing, Web Design, Project Planning, Agile Project Management, User Interface Design, Music, User Experience, Mobile Applications, Event Management, PHP, Process Improvement, Python
Education
University of Notre Dame 1986 — 1990
Bachelor of Arts (B.A.), English Language and Literature/Letters
Binge, LLC April 2008 - Present
Planet Earth Agency March 2008 - Present
onPeak 2007 - Present
thinkorswim May 2006 - November 2007
Travel Technology Group January 1991 - May 2006
Skills
Ruby on Rails, Ruby, ColdFusion, Agile, Software Development, Agile Methodologies, HTML 5, HTML, Leadership, Creative Direction, Enterprise Software, JavaScript, CSS, SQL, jQuery, Management, AJAX, Web Development, Marketing, Web Design, Project Planning, Agile Project Management, User Interface Design, Music, User Experience, Mobile Applications, Event Management, PHP, Process Improvement, Python
Education
University of Notre Dame 1986 — 1990
Bachelor of Arts (B.A.), English Language and Literature/Letters
Lee Oberlander McAdoo's thinkorswim Experience January 2009 - June 2009
Job Managing Director, Retail Engagement at TD Ameritrade
Industry Marketing and Advertising
Experience
TD Ameritrade November 2013 - Present
TD Ameritrade 2009 - November 2013
thinkorswim January 2009 - June 2009
Investools January 2007 - December 2008
Markitecture July 2005 - December 2006
Meredith July 2001 - July 2003
Forbes Magazine June 1999 - June 2001
Skills
Integrated Marketing, Online Marketing, Marketing, Financial Services, Segmentation, Direct Marketing, Analytics, Strategy, Competitive Analysis, Marketing Strategy, Digital Marketing, Strategic Partnerships, Business Strategy, Customer Acquisition
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Marketing and Management
McGill University 1994 — 1998
BA, English and Economics
TD Ameritrade November 2013 - Present
TD Ameritrade 2009 - November 2013
thinkorswim January 2009 - June 2009
Investools January 2007 - December 2008
Markitecture July 2005 - December 2006
Meredith July 2001 - July 2003
Forbes Magazine June 1999 - June 2001
Skills
Integrated Marketing, Online Marketing, Marketing, Financial Services, Segmentation, Direct Marketing, Analytics, Strategy, Competitive Analysis, Marketing Strategy, Digital Marketing, Strategic Partnerships, Business Strategy, Customer Acquisition
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Marketing and Management
McGill University 1994 — 1998
BA, English and Economics
Maria (Goodney) White's thinkorswim Experience September 2000 - August 2009
Job Senior Business Analyst at Charles River Development
Industry Computer Software
Experience
Charles River Development October 2012 - Present
BlockCross Holdings LLC August 2009 - September 2012
thinkorswim September 2000 - August 2009
Linedata Services May 1997 - August 2000
The LongView Group May 1997 - August 2000
State Street Research February 1996 - May 1997
Skills
OATS, SQL, Quality Assurance, Electronic Trading, Trading Systems, FIX, Equities, Dark Pools, Block Trading, Business Analysis, Financial Markets, Market Data, Order Management, Equity Trading, Product Management
Education
Worcester Polytechnic Institute 1987 — 1991
M.S., Applied Mathematics
Bates College 1983 — 1987
Bachelor of Science (B.S.), Mathematics
Charles River Development October 2012 - Present
BlockCross Holdings LLC August 2009 - September 2012
thinkorswim September 2000 - August 2009
Linedata Services May 1997 - August 2000
The LongView Group May 1997 - August 2000
State Street Research February 1996 - May 1997
Skills
OATS, SQL, Quality Assurance, Electronic Trading, Trading Systems, FIX, Equities, Dark Pools, Block Trading, Business Analysis, Financial Markets, Market Data, Order Management, Equity Trading, Product Management
Education
Worcester Polytechnic Institute 1987 — 1991
M.S., Applied Mathematics
Bates College 1983 — 1987
Bachelor of Science (B.S.), Mathematics
Alex Ivanov's thinkorswim Experience January 2011 - June 2014
Job Software Engineer at Apple
Industry Computer Software
Experience
Apple July 2014 - Present
thinkorswim January 2011 - June 2014
Deutsche Bank June 2008 - December 2010
Yandex.ru July 2007 - June 2008
Vita-plus January 2005 - July 2007
Skills
Java, JavaSE, Architecture, Design Patterns, Swing, JMS, Spring, Java Enterprise Edition, Core Java, Hibernate, JUnit, Maven
Education
Orenburg State Pedagogical University (OSPU) 2002 — 2007
Apple July 2014 - Present
thinkorswim January 2011 - June 2014
Deutsche Bank June 2008 - December 2010
Yandex.ru July 2007 - June 2008
Vita-plus January 2005 - July 2007
Skills
Java, JavaSE, Architecture, Design Patterns, Swing, JMS, Spring, Java Enterprise Edition, Core Java, Hibernate, JUnit, Maven
Education
Orenburg State Pedagogical University (OSPU) 2002 — 2007
Tiina Pirker's thinkorswim Experience August 2010 - Present
Job Institutional Client Liason at thinkorswim group
Industry Financial Services
Experience
thinkorswim August 2010 - Present
thinkorswim, inc. March 2005 - February 2007
Education
DePaul University 2005 — 2007
Accounting
Concordia University-Wisconsin 1998 — 2000
MBA, Finance
thinkorswim August 2010 - Present
thinkorswim, inc. March 2005 - February 2007
Education
DePaul University 2005 — 2007
Accounting
Concordia University-Wisconsin 1998 — 2000
MBA, Finance
Paul Helbling's thinkorswim Experience 2007 - December 2009
Job Partner at Tatum, a Randstad Company
Industry Financial Services
Experience
Tatum, a Randstad Company February 2011 - Present
thinkorswim 2007 - December 2009
Investools 2005 - December 2009
Investools 1999 - 2005
Precision Castparts - Flow Technologies Division 1997 - 1999
HydroChem Industrial Services, Inc. 1991 - 1997
American Exploration Company 1987 - 1990
Sonat Offshore Drilling (Transocean Offshore) 1981 - 1987
Ernst & Young 1976 - 1981
Skills
Strategic Financial..., Auditing, Analysis, Options, Financial Analysis, Equities, Mergers & Acquisitions, Financial Modeling, Risk Management, Finance, Strategic Planning, Due Diligence, Asset Management, Trading, Budgets, Mergers, Corporate Finance, Business Strategy, Business Development, Accounting, Investments, Executive Management, Internal Audit, Valuation
Education
Rice University - Jesse H. Jones Graduate School of Business 1975 — 1976
Master of Accountancy, Accounting
Rice University 1971 — 1975
Bachelors, Economics
Tatum, a Randstad Company February 2011 - Present
thinkorswim 2007 - December 2009
Investools 2005 - December 2009
Investools 1999 - 2005
Precision Castparts - Flow Technologies Division 1997 - 1999
HydroChem Industrial Services, Inc. 1991 - 1997
American Exploration Company 1987 - 1990
Sonat Offshore Drilling (Transocean Offshore) 1981 - 1987
Ernst & Young 1976 - 1981
Skills
Strategic Financial..., Auditing, Analysis, Options, Financial Analysis, Equities, Mergers & Acquisitions, Financial Modeling, Risk Management, Finance, Strategic Planning, Due Diligence, Asset Management, Trading, Budgets, Mergers, Corporate Finance, Business Strategy, Business Development, Accounting, Investments, Executive Management, Internal Audit, Valuation
Education
Rice University - Jesse H. Jones Graduate School of Business 1975 — 1976
Master of Accountancy, Accounting
Rice University 1971 — 1975
Bachelors, Economics
Andy H.'s thinkorswim Experience October 2006 - March 2010
Job Middle Office Operations Trader at Key Investment Services
Industry Financial Services
Experience
Key Investment Services July 2012 - Present
Key Investment Services October 2010 - July 2012
All Hands Volunteers, Inc March 2010 - June 2010
thinkorswim October 2006 - March 2010
Skills
Trading, Equities, Commodity, Bonds, Technical Analysis, Foreign Exchange, Investments, Options Strategies, Financial Analysis, Middle Office, Securities, Series 7, Derivatives
Education
Saint Bonaventure University 2002 — 2006
Finance
Key Investment Services July 2012 - Present
Key Investment Services October 2010 - July 2012
All Hands Volunteers, Inc March 2010 - June 2010
thinkorswim October 2006 - March 2010
Skills
Trading, Equities, Commodity, Bonds, Technical Analysis, Foreign Exchange, Investments, Options Strategies, Financial Analysis, Middle Office, Securities, Series 7, Derivatives
Education
Saint Bonaventure University 2002 — 2006
Finance
Rohan Grant's thinkorswim Experience 2003 - 2007
Job Experienced Capital Markets Investor/Trader/ Entrepreneur
Industry Capital Markets
Experience
Synergy Capital Group, LLC October 2003 - Present
MAVERIC Performance 2010 - 2012
New York Life Insurance Company July 2009 - August 2010
thinkorswim 2003 - 2007
Jacada 1999 - 2000
Cerner 1997 - 1999
IBM 1995 - 1997
Skills
Valuation, Debt, Derivatives, Financial Modeling, Corporate Finance, FX, Investments, Industry Analysis, DCF, Equities, Capital Markets, Equity Research, Options, Equity Valuation, Trading Systems, Business Valuation, Investment Strategies, Investor Presentations, Insurance Planning, Strategic Partnerships, Competitive Analysis, Financial Services, Risk Management, Mergers & Acquisitions, Business Development, Financial Analysis, Strategy, Trading, Finance
Education
Drexel University 1990 — 1993
Commerce and Engineering
Brooklyn Technical High 1986 — 1990
Mechanical Engineering
Synergy Capital Group, LLC October 2003 - Present
MAVERIC Performance 2010 - 2012
New York Life Insurance Company July 2009 - August 2010
thinkorswim 2003 - 2007
Jacada 1999 - 2000
Cerner 1997 - 1999
IBM 1995 - 1997
Skills
Valuation, Debt, Derivatives, Financial Modeling, Corporate Finance, FX, Investments, Industry Analysis, DCF, Equities, Capital Markets, Equity Research, Options, Equity Valuation, Trading Systems, Business Valuation, Investment Strategies, Investor Presentations, Insurance Planning, Strategic Partnerships, Competitive Analysis, Financial Services, Risk Management, Mergers & Acquisitions, Business Development, Financial Analysis, Strategy, Trading, Finance
Education
Drexel University 1990 — 1993
Commerce and Engineering
Brooklyn Technical High 1986 — 1990
Mechanical Engineering
David Mullis's thinkorswim Experience March 2011 - July 2012
Job Trading Delivery Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2012 - Present
thinkorswim March 2011 - July 2012
RealTick LLC. ConvergEx 2009 - January 2011
Townsend Analytics / RealTick 2005 - 2009
Townsend Analytics/RealTick 2002 - 2005
Peregrine Financial Group October 2001 - May 2002
TD Waterhouse 1999 - 2001
Skills
Projects, Trading, Electronic Trading, Project Management, Technical Documentation, Options, Trading Systems, Equities, Asset Management, Software Documentation, Market Data, FX Options, Risk Management, Software Project..., Low Latency, Derivatives, FINRA, Financial Markets, Hedge Funds, Financial Risk, Fixed Income, Equity Trading, Technical Analysis, Order Management, Capital Markets, Financial Services, Exchange Connectivity, Back Office, Securities, Middle Office, Equity Derivatives, Portfolio Management, Trading Strategies, ETFs, Series 63, Investment Banking, Foreign Exchange, Bloomberg
Education
University of Alabama 1993 — 1998
Washington High School 1989 — 1993
Bank of America Merrill Lynch July 2012 - Present
thinkorswim March 2011 - July 2012
RealTick LLC. ConvergEx 2009 - January 2011
Townsend Analytics / RealTick 2005 - 2009
Townsend Analytics/RealTick 2002 - 2005
Peregrine Financial Group October 2001 - May 2002
TD Waterhouse 1999 - 2001
Skills
Projects, Trading, Electronic Trading, Project Management, Technical Documentation, Options, Trading Systems, Equities, Asset Management, Software Documentation, Market Data, FX Options, Risk Management, Software Project..., Low Latency, Derivatives, FINRA, Financial Markets, Hedge Funds, Financial Risk, Fixed Income, Equity Trading, Technical Analysis, Order Management, Capital Markets, Financial Services, Exchange Connectivity, Back Office, Securities, Middle Office, Equity Derivatives, Portfolio Management, Trading Strategies, ETFs, Series 63, Investment Banking, Foreign Exchange, Bloomberg
Education
University of Alabama 1993 — 1998
Washington High School 1989 — 1993
Kenneth M. Siegel's thinkorswim Experience June 2005 - January 2007
Job Managing Director, Trading and Operations Compliance at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2014 - Present
JPMorgan Chase April 2011 - April 2014
OptionVue Securities Corp January 2007 - April 2011
thinkorswim June 2005 - January 2007
Terra Nova Trading October 2002 - June 2005
Spike Financial Services August 2000 - October 2002
On-Line Investment Services December 1999 - August 2000
William M. Mercer Securities Corp July 1997 - December 1999
TD Waterhouse Investor Services, Inc January 1985 - July 1997
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
Illinois State University
BA, Economics
Charles Schwab May 2014 - Present
JPMorgan Chase April 2011 - April 2014
OptionVue Securities Corp January 2007 - April 2011
thinkorswim June 2005 - January 2007
Terra Nova Trading October 2002 - June 2005
Spike Financial Services August 2000 - October 2002
On-Line Investment Services December 1999 - August 2000
William M. Mercer Securities Corp July 1997 - December 1999
TD Waterhouse Investor Services, Inc January 1985 - July 1997
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
Illinois State University
BA, Economics
Dan Anthony's thinkorswim Experience June 2011 - Present
Job Reg. Emerging Electronic Rep. at thinkorswim
Industry Financial Services
Experience
thinkorswim June 2011 - Present
Blue Capital Group June 2006 - March 2011
Skills
Equities, Social Media Marketing, Account Management, Hedging, Options, Financial Markets
Education
Lewis University 2013 — 2014
Athletic Training, Sports Management, Junior-ish
Moraine Valley Community College 2004 — 2006
St. Ambrose University 2001 — 2004
St. Ambrose University 2002 — 2003
carl sandburg high school 1998 — 2002
Central Middle School 1996 — 1998
thinkorswim June 2011 - Present
Blue Capital Group June 2006 - March 2011
Skills
Equities, Social Media Marketing, Account Management, Hedging, Options, Financial Markets
Education
Lewis University 2013 — 2014
Athletic Training, Sports Management, Junior-ish
Moraine Valley Community College 2004 — 2006
St. Ambrose University 2001 — 2004
St. Ambrose University 2002 — 2003
carl sandburg high school 1998 — 2002
Central Middle School 1996 — 1998
Bradley McCarty's thinkorswim Experience July 2010 - November 2012
Job Senior Specialist: Retail Trading at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade April 2013 - Present
TD Ameritrade/thinkorswim November 2012 - Present
thinkorswim July 2010 - November 2012
DROWST July 2007 - May 2008
Susquehanna International Group April 2001 - January 2007
Susquehanna International Group September 1999 - April 2001
CBOE 1998 - 1999
Skills
Options, Futures, FX, Series 7, Series 63, Series 3, Series 34, Series 4, Series 24, Trading, Derivatives, FINRA, Portfolio Management, Electronic Trading, Equities, Equity Derivatives, Trading Systems, Securities, Financial Markets, Trading Strategies, Proprietary Trading, Hedging
Education
DeVry 2008 — 2010
Technical Management, Computer Programming
Columbia College Chicago 1992 — 1996
BA, Film/Video
TD Ameritrade April 2013 - Present
TD Ameritrade/thinkorswim November 2012 - Present
thinkorswim July 2010 - November 2012
DROWST July 2007 - May 2008
Susquehanna International Group April 2001 - January 2007
Susquehanna International Group September 1999 - April 2001
CBOE 1998 - 1999
Skills
Options, Futures, FX, Series 7, Series 63, Series 3, Series 34, Series 4, Series 24, Trading, Derivatives, FINRA, Portfolio Management, Electronic Trading, Equities, Equity Derivatives, Trading Systems, Securities, Financial Markets, Trading Strategies, Proprietary Trading, Hedging
Education
DeVry 2008 — 2010
Technical Management, Computer Programming
Columbia College Chicago 1992 — 1996
BA, Film/Video
Jeremy Alons's thinkorswim Experience January 2007 - September 2010
Job Experienced problem solver.
Industry Financial Services
Experience
Spot Trading LLC October 2012 - Present
ifbyphone February 2011 - October 2012
Sun Trading LLC September 2010 - February 2011
TD Ameritrade January 2009 - September 2010
thinkorswim January 2007 - September 2010
FastServers, Inc. February 2003 - January 2007
Skills
Python, SaltStack, DevOps, Perl, Linux, Bash, VMware, Solaris, MySQL, Data Center, Shell Scripting, High Availability, Apache, Ruby, PostgreSQL, RedHat, Cloud Computing, Xen, System Monitoring, KVM, Nagios
Education
University of Northern Iowa 1999 — 2003
BA, Computer Science
Spot Trading LLC October 2012 - Present
ifbyphone February 2011 - October 2012
Sun Trading LLC September 2010 - February 2011
TD Ameritrade January 2009 - September 2010
thinkorswim January 2007 - September 2010
FastServers, Inc. February 2003 - January 2007
Skills
Python, SaltStack, DevOps, Perl, Linux, Bash, VMware, Solaris, MySQL, Data Center, Shell Scripting, High Availability, Apache, Ruby, PostgreSQL, RedHat, Cloud Computing, Xen, System Monitoring, KVM, Nagios
Education
University of Northern Iowa 1999 — 2003
BA, Computer Science
Charles Cottle RiskDoctor's thinkorswim Experience September 1999 - March 2003
Job President at RiskDoctor, Inc.
Industry Financial Services
Experience
RiskDoctor, Inc. 1996 - Present
thinkorswim September 1999 - March 2003
Charles Cottle 1981 - 1995
Charles Cottle 1981 - 1995
Charles Cottle 1981 - 1995
Charles Cottle 1981 - 1995
Charles Cottle 1981 - 1995
International Trading Institute September 1989 - September 1994
Skills
Options, Equities, Trading, Derivatives, Series 7, Stocks, Electronic Trading, Hedge Funds, Financial Markets, Risk Management, Hedging, Equity Trading, Alternative Investments, Securities, Technical Analysis, Valuation, Financial Modeling, Financial Analysis, Trading Systems, Portfolio Management
Education
University of Colorado at Boulder 1975 — 1979
Bachelor of Business Administration (BBA), Accounting and Finance
RiskDoctor, Inc. 1996 - Present
thinkorswim September 1999 - March 2003
Charles Cottle 1981 - 1995
Charles Cottle 1981 - 1995
Charles Cottle 1981 - 1995
Charles Cottle 1981 - 1995
Charles Cottle 1981 - 1995
International Trading Institute September 1989 - September 1994
Skills
Options, Equities, Trading, Derivatives, Series 7, Stocks, Electronic Trading, Hedge Funds, Financial Markets, Risk Management, Hedging, Equity Trading, Alternative Investments, Securities, Technical Analysis, Valuation, Financial Modeling, Financial Analysis, Trading Systems, Portfolio Management
Education
University of Colorado at Boulder 1975 — 1979
Bachelor of Business Administration (BBA), Accounting and Finance
Rachel Crawford's thinkorswim Experience July 2008 - December 2009
Job Sr. Business Data Analyst at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2011 - Present
TD Ameritrade December 2009 - September 2011
thinkorswim July 2008 - December 2009
Skills
Microsoft Office, PowerPoint, Analysis, Microsoft Word, Accounting, SQL, Oracle SQL, Microsoft SQL Server, Microsoft Excel, Team Leadership, Business Analysis, Financial Reporting, Marketing, Data Analysis, Forecasting, Software Documentation, SharePoint, Process Improvement, Project Management, Software Development, Outlook, Databases, Integration, HTML, Program Management, Leadership, Management, Human Resources, Visio
Education
DePaul University 2010 — 2013
MBA, Business Strategy
Regis University 2004 — 2008
BS, Business, Finance, Economics
TD Ameritrade October 2011 - Present
TD Ameritrade December 2009 - September 2011
thinkorswim July 2008 - December 2009
Skills
Microsoft Office, PowerPoint, Analysis, Microsoft Word, Accounting, SQL, Oracle SQL, Microsoft SQL Server, Microsoft Excel, Team Leadership, Business Analysis, Financial Reporting, Marketing, Data Analysis, Forecasting, Software Documentation, SharePoint, Process Improvement, Project Management, Software Development, Outlook, Databases, Integration, HTML, Program Management, Leadership, Management, Human Resources, Visio
Education
DePaul University 2010 — 2013
MBA, Business Strategy
Regis University 2004 — 2008
BS, Business, Finance, Economics
Christian West's thinkorswim Experience May 2011 - July 2013
Job Manager, Investor Services at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2014 - Present
TD Ameritrade July 2013 - June 2014
thinkorswim May 2011 - July 2013
thinkorswim May 2008 - May 2011
Northwestern Mutual 2007 - 2008
Northwestern Mutual May 2005 - March 2007
Skills
Portfolio Management, Risk Management, Financial Markets, Options, Hedge Funds, FINRA, Series 7, Securities, Alternative Investments, Finance, Financial Risk, Trading, Derivatives, Technical Analysis, Electronic Trading, Data Analysis, Equities, Mutual Funds, Bonds, Series 63, Trading Strategies
Education
University of Idaho 2005 — 2008
Bachelor of Science, Finance
Northeastern Junior College 2003 — 2005
Associate of Arts, Business
TD Ameritrade June 2014 - Present
TD Ameritrade July 2013 - June 2014
thinkorswim May 2011 - July 2013
thinkorswim May 2008 - May 2011
Northwestern Mutual 2007 - 2008
Northwestern Mutual May 2005 - March 2007
Skills
Portfolio Management, Risk Management, Financial Markets, Options, Hedge Funds, FINRA, Series 7, Securities, Alternative Investments, Finance, Financial Risk, Trading, Derivatives, Technical Analysis, Electronic Trading, Data Analysis, Equities, Mutual Funds, Bonds, Series 63, Trading Strategies
Education
University of Idaho 2005 — 2008
Bachelor of Science, Finance
Northeastern Junior College 2003 — 2005
Associate of Arts, Business
Lorraine Gavican's thinkorswim Experience October 2009 - June 2013
Job Director, Trader Operations and Oversight at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade 2013 - Present
thinkorswim October 2009 - June 2013
Kilmurry Management, Inc. September 2003 - September 2009
Skills
Strategic Planning, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Budgets, Negotiation, Team Leadership, Risk Management, Series 7, Options, Equities, Portfolio Management, Securities, Management, Leadership, PowerPoint, Research, Financial Analysis, Investments, Trading, Derivatives, English, Windows, Outlook, Teaching, Editing, Compliance Management, Regulatory Compliance, Contract Management, Budget Management, Registered Investment..., Anti Money Laundering, Series 24, Series 65, Social Media..., Financial Services, Options Strategies, Web Chat, Trading Systems, Electronic Trading, Complaint Management, Complaint Investigations, Supervisory Management, Supervisory Skills, Strategic Thinking, Strategic Leadership, Interpersonal..., Performance Management, Operations Management
Education
National University of Ireland, Galway 1996 — 1999
Bachelor of Arts (B.A.), History and Geography
National University of Ireland, Cork
Postgraduate diploma in Education, Education
TD Ameritrade 2013 - Present
thinkorswim October 2009 - June 2013
Kilmurry Management, Inc. September 2003 - September 2009
Skills
Strategic Planning, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Budgets, Negotiation, Team Leadership, Risk Management, Series 7, Options, Equities, Portfolio Management, Securities, Management, Leadership, PowerPoint, Research, Financial Analysis, Investments, Trading, Derivatives, English, Windows, Outlook, Teaching, Editing, Compliance Management, Regulatory Compliance, Contract Management, Budget Management, Registered Investment..., Anti Money Laundering, Series 24, Series 65, Social Media..., Financial Services, Options Strategies, Web Chat, Trading Systems, Electronic Trading, Complaint Management, Complaint Investigations, Supervisory Management, Supervisory Skills, Strategic Thinking, Strategic Leadership, Interpersonal..., Performance Management, Operations Management
Education
National University of Ireland, Galway 1996 — 1999
Bachelor of Arts (B.A.), History and Geography
National University of Ireland, Cork
Postgraduate diploma in Education, Education
Anna Lempert's thinkorswim Experience July 2003 - Present
Job Brains at thinkorswim
Industry Financial Services
Experience
thinkorswim July 2003 - Present
ACNielsen March 2003 - June 2003
ThoughtWorks August 1997 - April 2002
Education
University of California, Berkeley 1992 — 1994
BS, Physics
Moscow Institute of Physics and Technology (State University) (MIPT) 1990 — 1992
Physics
thinkorswim July 2003 - Present
ACNielsen March 2003 - June 2003
ThoughtWorks August 1997 - April 2002
Education
University of California, Berkeley 1992 — 1994
BS, Physics
Moscow Institute of Physics and Technology (State University) (MIPT) 1990 — 1992
Physics
Linwood Ma's thinkorswim Experience 2005 - 2009
Job CTO at dough, Inc.
Industry Design
Experience
dough, Inc. October 2013 - Present
Quiet Foundation, Inc. 2010 - Present
TD Ameritrade 2009 - 2010
thinkorswim 2005 - 2009
thinkorswim 2000 - 2005
Wubba Communication and Consulting 1991 - 2000
Skills
Visual and Interactive..., Software Development:..., Trumpet, Entrepreneurship, Interaction Design, Software Development, Graphic Design, User Interface Design, Management, Start-ups, User Experience, Project Management, Creative Direction, Multimedia, MySQL, Options, Mergers & Acquisitions, Agile Methodologies, Technical Analysis, Trading, JavaScript, Git, Ruby on Rails, Web Development, Ruby, EmberJS, Integration, Software Design
Education
University of Illinois at Urbana-Champaign 1985 — 1989
BFA, Architecture
dough, Inc. October 2013 - Present
Quiet Foundation, Inc. 2010 - Present
TD Ameritrade 2009 - 2010
thinkorswim 2005 - 2009
thinkorswim 2000 - 2005
Wubba Communication and Consulting 1991 - 2000
Skills
Visual and Interactive..., Software Development:..., Trumpet, Entrepreneurship, Interaction Design, Software Development, Graphic Design, User Interface Design, Management, Start-ups, User Experience, Project Management, Creative Direction, Multimedia, MySQL, Options, Mergers & Acquisitions, Agile Methodologies, Technical Analysis, Trading, JavaScript, Git, Ruby on Rails, Web Development, Ruby, EmberJS, Integration, Software Design
Education
University of Illinois at Urbana-Champaign 1985 — 1989
BFA, Architecture
Brad Nave's thinkorswim Experience October 2011 - Present
Job Trade Desk at thinkorswim
Industry Investment Management
Experience
thinkorswim October 2011 - Present
TD Ameritrade January 2011 - October 2011
TD Ameritrade January 2009 - January 2011
Banc of America Securities May 2008 - August 2008
Skills
Series 7, Series 63, Series 3, Series 24, Series 34, Options, FINRA, FX Options, Derivatives, Equities, Foreign Exchange, Finance, Investments, Risk Management
Education
University of Nebraska at Kearney 2004 — 2008
Bachelor of Science, Finance, Economics
thinkorswim October 2011 - Present
TD Ameritrade January 2011 - October 2011
TD Ameritrade January 2009 - January 2011
Banc of America Securities May 2008 - August 2008
Skills
Series 7, Series 63, Series 3, Series 24, Series 34, Options, FINRA, FX Options, Derivatives, Equities, Foreign Exchange, Finance, Investments, Risk Management
Education
University of Nebraska at Kearney 2004 — 2008
Bachelor of Science, Finance, Economics
Jessica Palmerin's thinkorswim Experience August 2010 - June 2013
Job Student at Rock Valley College
Industry Business Supplies and Equipment
Experience
thinkorswim August 2010 - June 2013
Skills
Customer Service, Management, Sales, Microsoft Office, Microsoft Excel, Strategic Planning, Leadership, Project Management, Sales Management, Team Building, Administrative..., Clerical Skills
Education
Rock Valley College 2014 — 2017
Associate’s Degree, Business, Sophmore
Lincoln Park High School 1997 — 2001
High School Diploma
thinkorswim August 2010 - June 2013
Skills
Customer Service, Management, Sales, Microsoft Office, Microsoft Excel, Strategic Planning, Leadership, Project Management, Sales Management, Team Building, Administrative..., Clerical Skills
Education
Rock Valley College 2014 — 2017
Associate’s Degree, Business, Sophmore
Lincoln Park High School 1997 — 2001
High School Diploma
selena brosnan's thinkorswim Experience October 2002 - May 2009
Job Lower Elementary Intern at Brickton Montessori School
Industry Arts and Crafts
Experience
Brickton Montessori School August 2012 - Present
Young Rembrandts February 2011 - September 2012
TD Ameritrade June 2009 - October 2010
thinkorswim October 2002 - May 2009
Woolf and Goldman June 2000 - February 2002
Skills
Customer Service, Microsoft Office, Word, PowerPoint, Microsoft Word, Troubleshooting, Microsoft Excel, Teaching, Art, Editing, Event Planning, Coaching, Public Speaking, Social Media Marketing, Social Media, Social Networking, Management, Event Management, Team Building, Leadership, Time Management, Team Leadership, Advertising, Outlook
Education
MMTTC 2012 — 2014
Montessori Certification
Roosevelt University 1998 — 2000
BA, English Literature
Parkland College 1995 — 1997
AA, English
Brickton Montessori School August 2012 - Present
Young Rembrandts February 2011 - September 2012
TD Ameritrade June 2009 - October 2010
thinkorswim October 2002 - May 2009
Woolf and Goldman June 2000 - February 2002
Skills
Customer Service, Microsoft Office, Word, PowerPoint, Microsoft Word, Troubleshooting, Microsoft Excel, Teaching, Art, Editing, Event Planning, Coaching, Public Speaking, Social Media Marketing, Social Media, Social Networking, Management, Event Management, Team Building, Leadership, Time Management, Team Leadership, Advertising, Outlook
Education
MMTTC 2012 — 2014
Montessori Certification
Roosevelt University 1998 — 2000
BA, English Literature
Parkland College 1995 — 1997
AA, English
Thomas Goodrich's thinkorswim Experience June 2011 - August 2011
Job Credit Analyst at Citi
Industry Banking
Experience
Citi June 2012 - Present
thinkorswim June 2011 - August 2011
Skills
Financial Analysis, Microsoft Excel
Education
Miami University 2008 — 2012
Bachelor of Science (B.S.), Finance
Loyola Academy 2004 — 2008
High School
Citi June 2012 - Present
thinkorswim June 2011 - August 2011
Skills
Financial Analysis, Microsoft Excel
Education
Miami University 2008 — 2012
Bachelor of Science (B.S.), Finance
Loyola Academy 2004 — 2008
High School
Michael Ying's thinkorswim Experience May 2012 - Present
Job Trading Solutions at thinkorswim
Industry Financial Services
Experience
thinkorswim May 2012 - Present
Best Buy May 2004 - May 2012
Education
DePaul University
Oakton Community College
General Education
thinkorswim May 2012 - Present
Best Buy May 2004 - May 2012
Education
DePaul University
Oakton Community College
General Education
Paul Carlson, MBA's thinkorswim Experience 2006 - 2011
Job Finance Professional interested in new opportunities; available for consulting in operations and finance.
Industry Investment Management
Experience
Benefitfocus September 2015 - Present
Carlson Enterprises 2011 - September 2015
thinkorswim 2006 - 2011
ARAMARK June 2005 - June 2006
Hagerty Grain 2003 - 2005
BT Global Services / Syntegra 2001 - 2002
Thomson Financial / A-T Financial Information 1997 - 2001
Kessler Asher Group division of Goldman Sachs 1996 - 1997
Kessler Asher Clearing 1990 - 1996
Cowen and Company 1990 - 1990
Skills
Oracle Discoverer, Oracle, Forecasting, Budget Process, Options, Trading, Equities, Securities, Investments, Financial Markets, Portfolio Management, Electronic Trading, Financial Services, Derivatives, Fixed Income, Alternative Investments, Corporate Finance, Databases, Microsoft Excel, Access, Microsoft Word, Microsoft Office, Hedge Funds, Series 7, Microsoft SQL Server, Series 3, Series 4, Series 63, Series 53, Sarbanes-Oxley, Cash Management, ACH, Risk Management, Hedging, Maintaining Strong..., Process Improvement, Bloomberg, Bonds, Finance, Financial Risk, Trading Systems, Equity Trading, Capital Markets, Equity Derivatives, Jabber, Replicon, JIRA, Salesforce.com, Futures Trading
Education
Quinlan School of Business, Loyola University Chicago
Master of Business Administration (MBA), International Finance
Loyola University Chicago
Bachelor of Business Administration (BBA), Economics
Benefitfocus September 2015 - Present
Carlson Enterprises 2011 - September 2015
thinkorswim 2006 - 2011
ARAMARK June 2005 - June 2006
Hagerty Grain 2003 - 2005
BT Global Services / Syntegra 2001 - 2002
Thomson Financial / A-T Financial Information 1997 - 2001
Kessler Asher Group division of Goldman Sachs 1996 - 1997
Kessler Asher Clearing 1990 - 1996
Cowen and Company 1990 - 1990
Skills
Oracle Discoverer, Oracle, Forecasting, Budget Process, Options, Trading, Equities, Securities, Investments, Financial Markets, Portfolio Management, Electronic Trading, Financial Services, Derivatives, Fixed Income, Alternative Investments, Corporate Finance, Databases, Microsoft Excel, Access, Microsoft Word, Microsoft Office, Hedge Funds, Series 7, Microsoft SQL Server, Series 3, Series 4, Series 63, Series 53, Sarbanes-Oxley, Cash Management, ACH, Risk Management, Hedging, Maintaining Strong..., Process Improvement, Bloomberg, Bonds, Finance, Financial Risk, Trading Systems, Equity Trading, Capital Markets, Equity Derivatives, Jabber, Replicon, JIRA, Salesforce.com, Futures Trading
Education
Quinlan School of Business, Loyola University Chicago
Master of Business Administration (MBA), International Finance
Loyola University Chicago
Bachelor of Business Administration (BBA), Economics
Phil Carava's thinkorswim Experience August 2007 - August 2011
Job Manager, Trade Desk at thinkorswim by TD Ameritrade
Industry Financial Services
Experience
thinkorswim by TD Ameritrade August 2011 - Present
thinkorswim August 2007 - August 2011
Beviamo Wine Bar January 2005 - July 2009
Skills
Equities, Trading, Risk Management, Investments, Options, Securities, Derivatives, Portfolio Management, Financial Markets, Series 3, Series 4, Series 7, Series 24, Series 63, Series 66, Stocks, Equity Trading, Asset Allocation, Bloomberg, Technical Analysis, Mutual Funds, FINRA
Education
University of Illinois at Urbana-Champaign 1992 — 1996
Bachelor of Arts (B.A.), Double major: Economics and Speech Communication
thinkorswim by TD Ameritrade August 2011 - Present
thinkorswim August 2007 - August 2011
Beviamo Wine Bar January 2005 - July 2009
Skills
Equities, Trading, Risk Management, Investments, Options, Securities, Derivatives, Portfolio Management, Financial Markets, Series 3, Series 4, Series 7, Series 24, Series 63, Series 66, Stocks, Equity Trading, Asset Allocation, Bloomberg, Technical Analysis, Mutual Funds, FINRA
Education
University of Illinois at Urbana-Champaign 1992 — 1996
Bachelor of Arts (B.A.), Double major: Economics and Speech Communication
Robert John Ogilvie's thinkorswim Experience April 2005 - November 2010
Job Chief Strategist at ROBOT FUTURES, LLC
Industry Financial Services
Experience
ROBOT Futures, LLC January 2007 - Present
thinkorswim April 2005 - November 2010
Coastal Capital Management August 2004 - December 2006
Skills
Futures Trading, Managed Futures, Portfolio Development, Portfolio Management, Options, Options Strategies, Index Options, Futures Options, Foreign Currency, Strategy Automation, Software Development, Financial Services, Trading Strategies, Hedging, Electronic Trading, Trading, Financial Risk, FX Options, Alternative Investments, Financial Markets, Proprietary Trading, Foreign Exchange, Trading Systems, Bonds, Hedge Funds
Education
University of Central Florida 1994 — 1997
Bachelor of Science (BS), Finance, General
ROBOT Futures, LLC January 2007 - Present
thinkorswim April 2005 - November 2010
Coastal Capital Management August 2004 - December 2006
Skills
Futures Trading, Managed Futures, Portfolio Development, Portfolio Management, Options, Options Strategies, Index Options, Futures Options, Foreign Currency, Strategy Automation, Software Development, Financial Services, Trading Strategies, Hedging, Electronic Trading, Trading, Financial Risk, FX Options, Alternative Investments, Financial Markets, Proprietary Trading, Foreign Exchange, Trading Systems, Bonds, Hedge Funds
Education
University of Central Florida 1994 — 1997
Bachelor of Science (BS), Finance, General
Kurt Christopher's thinkorswim Experience July 2003 - Present
Job Autotrade Manager at thinkorswim
Industry Financial Services
Experience
thinkorswim July 2003 - Present
Gruntal & Co April 1993 - October 2001
Chicago Board Options Exchange May 1986 - April 1993
Skills
Options Trading, Trading, Management, Equities, Options, Derivatives, Electronic Trading, FINRA, FX Options, Series 63, Series 7, Equity Trading, Securities, Equity Derivatives, Trading Systems, Series 24
Education
The University of New Mexico 1979 — 1980
Crete Monee High School 1974 — 1978
thinkorswim July 2003 - Present
Gruntal & Co April 1993 - October 2001
Chicago Board Options Exchange May 1986 - April 1993
Skills
Options Trading, Trading, Management, Equities, Options, Derivatives, Electronic Trading, FINRA, FX Options, Series 63, Series 7, Equity Trading, Securities, Equity Derivatives, Trading Systems, Series 24
Education
The University of New Mexico 1979 — 1980
Crete Monee High School 1974 — 1978
Investools
LINC
Scientific Learning Corp
SCORE! Educational Centers