Summit Specialist
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Gender: Female
Year of Birth:
Trading Experience: My mother, also a stock broker, sparked my interest in trading at a very young age. I had a custodial account to trade in prior to turning 18 and have been heavily involved in trading since 2005.
Career: I started at Scottrade in 2003 as an intern in the Compliance and Risk Management departments. After interning for several years, I became a full time traveling broker in 2005. Recently I have moved to the Product Development department as a Customer Education Specialist.
Education: B.S. in Business Administration- Integrated Marketing Communications from Southeast Missouri State University; Series 7 and 63 licensed
Hobbies/Interests: Traveling, reading, family, sports/ working out, my cat...
About Me: I am the specialist and organizer of the ScottradeELITE User Summits and would like to hear any suggestions you have, positive or negative feedback, location requests you would like to submit and any general comments or concerns you have regarding the User Summits.
My Trading
I have been a Scottrade client for ...: 6-10 years
My primary trading platform is ...: ScottradeELITE
I have traded the following in the last 6 months ...: Stocks, Mutual Funds, ETFs, Options, CDs Bonds
Do you have a Margin Account?: no
The number of trades I average in a month is: varies
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Summit Specialist's Friends' Comments
Hi bw6637! - March 31, 2009 - 12:01 PM
To view comments on your photos, click on 'View my Profile' from your community home page. Then, in the Control Panel, click on View all Photos. If you click on each of the photos, it should show you the comments that have been made on them...let me know if you need anything else! Glad to hear your feedback on the Houston User Summit. We are continually struggling with making the discussion advanced enough so as not to bore attendees, but at the same time not too advanced, so the majority can understand the content. We tried breakout sessions as you mentioned at one of our User Summits earlier this year and found it was not overly successful either...I think we will find the right balance as we continue to hold them.