Jonathan Kousgaard
Trading Operations Specialist at Charles Schwab | Omaha, Nebraska, United States
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Jonathan Kousgaard is a seasoned Trading Operations Specialist at Charles Schwab, bringing over eight years of robust experience in the brokerage industry. His analytical mindset and detail-oriented approach enable him to excel in complex tasks such as analyzing and settling trade differences between Back Office System (BOS) postings and items cleared at the National Securities Clearing Corporation (NSCC) and the Options Clearing Corporation (OCC). Jonathan's expertise extends to performing meticulous monthly quality control and comprehensive yearly audits, ensuring that his department adheres to stringent regulatory compliance standards.
His proficiency in SQL, Python, and Tableau, honed through a Google Data Analytics Certificate and ongoing studies for an IBM Data Science Professional Certificate, empowers him to leverage data-driven insights for operational improvements. Jonathan is adept at rectifying unresolved discrepancies in Equities and Options, ensuring accuracy between trade dates and settlements. His skills in cash reconciliation and data analysis are complemented by his strong communication abilities, making him an effective collaborator in cross-functional teams.
In addition to his technical skills, Jonathan is passionate about knowledge sharing and has taken on roles in new hire training, where he imparts his expertise to foster a culture of continuous learning within the organization. As he looks to further utilize his analytical capabilities and programming skills, Jonathan is committed to driving efficiency and enhancing the trading operations landscape at Charles Schwab, positioning himself as a key contributor to the firm’s success in a rapidly evolving financial environment.
Trading Operations Specialist at Charles Schwab in May 2021 to Present
Futures & Forex Representative at TD Ameritrade in January 2018 to May 2021
Retirement Account Services Representative at TD Ameritrade in April 2016 to December 2017
Financial Specialist II at ConAgra Foods in June 2012 to April 2016
Para-Professional at Bellevue Public Schools in April 2010 to December 2013
Contractor Consultant at Staples in January 2012 to May 2012
Document Analyst at TD Ameritrade in March 2011 to November 2011
Independent Contractor at Kousgaard Home Improvement LLC. in May 2000 to January 2010
Groundskeeper/ Maintenance at Seldin Company in May 2009 to August 2009
Deli/Meat Clerk at Kroger in June 2006 to August 2008
Dorm Desk Assistant at University of Nebraksa - Lincoln in January 2006 to May 2007
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University of Nebraska-Lincoln, Bachelor of Science - BS, November 2026
Bellevue East High School, November 2026
University of Nebraska-Lincoln, Bachelor of Science - BS, November 2026
University of Nebraska-Lincoln, Bachelor of Business Administration - BBA, November 2026
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Attention to Detail
GitHub
k-means clustering
Sklearn
Folium Lab
Plotly
Artificial Intelligence (AI)
Folium
Matplotlib
Seaborn
NumPy
SciPy
IBM Db2
Jupyter Notebook
Relational Databases
SQL
Classification
Clustering
Data Science
Machine Learing
Regression
Scikit-Learn
PySci
Finance
Pandas (Software)
Statistics
Programming Languages
Data Collection
Python (Programming Language)
Initiative
Teamwork
Tableau
R Markdown
Data Analysis
Data Cleaning
Data Visualization
R (Programming Language)
Data-driven Decision Making
Calculation and analysis in SQL and spreadsheets
Effective presentations
Presentations
Problem Solving
Google BigQuery
Communication
Reporting
Telnet
Pivot Tables
OCC
Equities
Options
Food Service
Food Safety
Construction Management
Cash Reconciliation
BOS
Vlookup
Series 3
Series 34
Series 7
Series 63
ORF
WorkX
Microsoft Office
Microsoft Excel
Customer Service
10 Key
SAP
PowerPoint
Public Speaking
Microsoft Word
New Hire Training
Analytical Skills
Time Management
Leadership
Sales
SAP Products
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Discover more about Charles SchwabWhat is Jonathan Kousgaard email address?
Email Jonathan Kousgaard at [email protected], [email protected] and [email protected]. This email is the most updated Jonathan Kousgaard's email found in 2026.
What is Jonathan Kousgaard phone number?
Jonathan Kousgaard phone number is 402-253-9543.
How to contact Jonathan Kousgaard?
To contact Jonathan Kousgaard send an email to [email protected], [email protected] or [email protected]. If you want to call Jonathan Kousgaard try calling on 402-253-9543. (updated on September 02, 2024)
What company does Jonathan Kousgaard work for?
Jonathan Kousgaard works for Charles Schwab
What is Jonathan Kousgaard's role at Charles Schwab?
Jonathan Kousgaard is Trading Operations Specialist
What industry does Jonathan Kousgaard work in?
Jonathan Kousgaard works in the Financial Services industry.
Jonathan Kousgaard Email Addresses
Jonathan Kousgaard Phone Numbers
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