E*TRADE FINANCIAL Corporate Services
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E*TRADE FINANCIAL Corporate Services Employees
H.E.A.L. (Help Educate & Assist Lives), Inc. February 2013 - Present
E*TRADE Financial - Corporate Services June 2011 - Present
E*TRADE Financial February 2010 - June 2011
E*TRADE Financial September 2007 - February 2010
TD Ameritrade December 2003 - July 2007
Skills
Series 63, Series 7, Series 24, Certified Equity Expert..., Cpr Certified, Equity Edge, Equity Edge online, Certified Equity..., Equities, Financial Services, Management, Professional Services, Training, Fixed Income, CRM, Banking, Relationship Management, Customer Satisfaction, Customer Service, Financial Markets, Asset Allocation, Fixed Annuities, Employee Benefits, Options, Wealth Management, Wealth Management..., Financial Analysis, Series 6, Insurance, FINRA, Asset Management, Accounting, Financial Advisory, Investment Strategies, Trading, Project Management, Investments, Stocks, Uniform Combined State..., Credit, Microsoft Word, Call Centers, Strategic Financial..., Cross-functional Team..., Defined Benefit, Investment Advisory, Negotiation, Finance, Mergers & Acquisitions, B2B
Education
Strayer University-Georgia 2013 — 2015
Master of Science (MS), Organizational Leadership
The University of Texas at Arlington 2005 — 2007
Bachelors of Science, Social Work
North Lake College 2002 — 2005
Associate of Science (A.S.), Personal Computer Support
St. Patrick's High School
American Express June 2014 - Present
DGG, LLC April 2005 - Present
E*TRADE Financial Corporate Services September 2012 - May 2014
E*TRADE Financial Corporate Services July 2011 - August 2012
Southern Financial Systems March 2006 - July 2011
Apogee Interactive May 2001 - February 2003
Skills
Microsoft SQL Server, ASP, VBScript, JavaScript, IIS, Visual Basic, Visual Studio, CSS, HTML, Microsoft Office, Business Analysis, Visio, SQL, Software Project..., T-SQL, ASP.NET, Databases, Microsoft Project, Equity Edge Online, Integration, Access, Management, SDLC, Web Applications, Project Management
Education
Duke University - The Fuqua School of Business 2013 — 2014
Master of Business Administration (MBA)
Georgia State University - J. Mack Robinson College of Business 2000 — 2003
Bachelor of Business Administration (B.B.A.), Computer Information Systems
E*TRADE Financial Services December 2013 - Present
E*TRADE Financial Corporate Services 2011 - December 2013
UBS Financial Services August 2004 - 2010
UBS Global Asset Management June 2002 - August 2004
Skills
Investments
Education
Stony Brook University
BA
Stock & Option Solutions March 2014 - Present
E*TRADE Financial Corporate Services February 2009 - March 2014
E*TRADE Financial Corporate Services April 2007 - January 2009
E*TRADE Financial April 2004 - March 2007
E*TRADE Financial June 2000 - April 2004
Skills
Equities, Financial Services, Securities, Restricted Stock, Options, Risk Management, Finance, Stocks, FINRA, Process Improvement, Sarbanes-Oxley Act, Business Analysis, Project Management, Mergers & Acquisitions, Mutual Funds, CEP III, Series 4, Six Sigma-Green Belt, Accounting, Microsoft Excel, ESPP, Risk Assessment, Auditing, Microsoft Access, SARS, SSAE 16, PowerPoint, Oracle, Analysis, Stock Plan..., Insider Trading, Management, Series 7
Education
California State University-Sacramento
Bachelor's degree, Finance
TIAA-CREF August 2013 - Present
Wells Fargo Advisors May 2012 - August 2013
E*TRADE Financial Corporate Services February 2009 - May 2012
E*TRADE Financial Corporate Services August 2008 - 2009
E*TRADE Financial October 2006 - August 2008
Harris direct February 2000 - October 2005
DLJ Direct 1998 - 2000
Skills
Brokerage, Equities, Equity Compensation, Customer Service, Customer Relations, Series 24, Series 63, Series 7, Call Center, Business Relationship...
Education
Northern Kentucky University
B.S., Management
E*TRADE Financial - Corporate Services February 2013 - Present
Skills
Sales, Account Management, Employee Benefits, Salesforce.com, B2B, Business Development, New Business Development, Mergers & Acquisitions, Human Resources, Equities, Investor Relations, Solution Selling, Miller Heiman Sales..., Marketing, Cold Calling, Business Strategy, Direct Sales, Sales Process, Equity Compensation, Series 7, Series 63
Education
Texas Woman's University 2012 — 2014
Master of Business Administration (M.B.A.)
Truman State University 1995 — 1999
Bachelor of Science (B.S.)
eXelate August 2014 - December 2014
AudienceScience August 2013 - August 2014
E*TRADE Financial - Corporate Services January 2012 - July 2013
Bank of New York Mellon January 2002 - January 2012
E*TRADE FINANCIAL Corporate Services 1998 - 2001
Robertson Stephens & Co 1996 - 1999
Skills
Equities, Series 7, Series 63, Financial Services, Securities, Options, Mergers, Mutual Funds, Investments, Relationship Management, Executive Pay, Wealth Management, Capital Markets, Due Diligence, Alternative Investments, FINRA, Hedge Funds, Trading, Business Development, Integrated Marketing, Mergers & Acquisitions, Financial Markets, Fixed Income, Digital Marketing
Education
University of Pennsylvania 1982 — 1986
B.S, Business
University of Pennsylvania - The Wharton School 1982 — 1986
BS, Economics, Marketing
ETRADE FINANCIAL CORPORATE SERVICES July 2006 - January 2012
FREMONT UNION HIGH SCHOOL DISTRICT June 2002 - June 2008
Adecco Technical December 2005 - July 2006
VENGROFF, WILLIAMS, & ASSOCIATES (VWA) April 2004 - October 2005
STOCK & OPTION SOLUTIONS, INC. November 2003 - February 2004
ACCOUNTANTS PLUS April 2002 - July 2003
MARTIN STAFFING RESOURCES January 2002 - March 2002
CHAHAYA OPTRONICS, INC. January 2001 - November 2001
KOMAG, INC. October 2000 - December 2000
HMT TECHNOLOGY May 1998 - October 2000
Education
San Jose State University
Bachelor's Degree, Business Administration/Accounting and German
UC Berkeley