TD Ameritrade
Company Employees
SP
Shana Parks
Software developer @TD Ameritrade
Verified
Tina Behers
Founder @Trans4mative Strategies
Verified
Tina Behers, Founder of Trans4mative Strategies, has revolutionized the consulting industry by spearheading innovative approaches to organizational change, resulting in a 200% increase in client satisfaction across Fortune 500 companies. Under her leadership, the firm was recognized as the "Top Consulting Agency for Transformative Growth" by Business Innovators Magazine in 2022. Tina's groundbreaking work in developing sustainable business models has been featured in Harvard Business Review, showcasing her commitment to driving long-term impact. She also successfully led a global initiative that reduced operational costs by 30% while enhancing employee engagement and productivity.More...
Brett Waterfield
Financial Advisor Consultant @Bridgemark Strategies
Verified
I have worked with financial Advisors for over 25 years. I specialize in providing in-depth knowledge and support in transitioning firms and helping sellers find their ideal buyer. I also have lead high performing Sales Teams, and developed specialized Sales Processes, Sales Methodology, and Complex Sales training in the Experienced Financial Advisor Recruiting space.More...
Adam O'Donoghue
Vice President of Licensing @Morris Insurance Services & Consulting
Verified
Adam O'Donoghue is a seasoned professional within the insurance industry and currently holds the position of Vice President of Licensing at Morris Insurance Services & Consulting. With over two decades of experience in various aspects of insurance, he excels in risk management, strategic planning, and organizational leadership. Adam is well-versed in insurance regulations and compliance, making him an invaluable asset in his role overseeing licensing. His expertise in developing new business strategies and his commitment to excellent customer service have been instrumental in the growth and success of Morris Insurance Services & Consulting. Adam's leadership style is marked by his ability to build strong relationships and foster a positive work environment.More...
Locklan Newberry
Sabbatical
Verified
Currently on sabbatical, but looking for projects able to be done from anywhere in the world. Eager to work in Human Resources, medical administration, customer service, or data entry.More...
Sylvia Rogan
Self-employed
Verified
With over seven years of experience as a Client Service Manager and Senior Relationship Manager at TD Ameritrade, I honed my skills in building lasting relationships, managing complex projects, and delivering exceptional support. Leveraging this expertise, I’m here to help entrepreneurs, side hustlers, and project enthusiasts turn their passions into actionable successes. Whether you’re launching a new idea, streamlining your workflow, or navigating the challenges of balancing multiple priorities, I offer the tools and guidance to help you thrive. Let’s make your side gig soar!More...
Courtney Chapman
CEO & Founder @Heartspace Virtual Solutions
Verified
Courtney Chapman is the Founder and CEO of Heartspace Virtual Solutions, a company that provides virtual assistance and remote administrative services. With a background in project management and business administration, Courtney has honed her skills in organization, strategic planning, and communication. She started Heartspace with the aim of supporting businesses with their administrative needs, allowing them to focus on their core competencies. Under her leadership, the company has grown significantly and has served a diverse range of clients. Courtney's vision for Heartspace is to continue providing top-notch virtual solutions to businesses of all sizes, helping them streamline their processes and improve productivity. Her business acumen, drive, and dedication to her clients' success are what sets her apart in the industry.More...
Gina Esswein
Compliance and Risk manager @Schwab
Verified
Gina Esswein has over 23 years experience in financial services industry. Gina has an extensive background in risk management and regulatory compliance, leveraging her industry knowledge to identify and mitigate potential risks for the company. She holds a Bachelor's degree in Business Administration and has gained valuable experience over the years in strategic planning, corporate governance, and policy development. Her passion for maintaining high standards of compliance has significantly contributed to the success of Schwab company. Gina possesses excellent leadership abilities and is skilled in fostering a culture of compliance within the organization. Her dedication, combined with her meticulous attention to detail, ensures that Schwab company's operations align with the ever-evolving regulatory requirements.More...
Joe McClue
Project Manager @Barclays
Verified
As an accomplished learning & development, instructional design and project management professional with extensive hands-on experience, I have consistently contributed my relationship-building and communication strengths, team leadership, organizational capacities, and technical proficiency to create and deliver highly effective training programs; as well as to plan and direct successful application development and implementation projects.More...
Christopher Shipwash
Application Support Analyst @The Pilot Company
Verified
Christopher Shipwash is an accomplished Application Support Analyst at The Pilot Company. He has extensive experience in IT support, specializing in application troubleshooting, system upgrades, and software implementation. Christopher has proven expertise in ensuring smooth and efficient software operations, assisting users, and resolving technical issues. He is known for his exceptional problem-solving skills and ability to deliver effective solutions in a timely manner. Prior to joining The Pilot Company, Christopher held various IT roles where he honed his skills and gained valuable industry experience. He holds a degree in Information Technology and remains committed to continuous learning in the ever-evolving tech industry. Christopher's dedication to providing reliable application support contributes significantly to The Pilot Company's operations.More...
Shaun Halverson
Owner/Founder @QuantumBound IT Services
Verified
Shaun is an accomplished IT leader with expertise in program and project management, specializing in cloud computing, big data, IT infrastructure, and AI/ML. As a certified PMP, Scrum Master, and SAFe Product Owner/Manager, Shaun has led transformative initiatives across multiple sectors internationally. Currently a Senior IT Program Manager with a well known firm in the Financial sector, and the proud founder/owner of his own firm, QuantumBound IT Services, Shaun excels in strategic planning, maximizing team achievement, cross-functional partnerships, and process improvement. With a track record of delivering innovative, often cutting edge, solutions and mentoring high-performance teams, he brings a results-driven approach to every project.More...
Michael Nix
Lead Designer @Design Fox
Verified
With more than 15 years of design experience at Amazon, Oracle, CVS and in FinTech, I can provide delivery at lightning fast speed on product design and marketing as well as innovation and product strategy in UX/UI and leveraging of AI for businesses of all sizes.More...