E*TRADE Financial
Industry: Financial services company
DescriptionE-Trade Financial Corporation is a financial services company organized in Delaware and headquartered in New York City. The company provides services for individuals and institutions that are investing online. Customer service: 80033387233 Headquarters: New York City, New York, United States Subsidiaries: OptionsHouse, LLC, Founders: William A. Porter, Bernard A. Newcomb
E*TRADE Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at E*TRADE Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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E*TRADE Financial Employees
Employee
Years
Job
Industry
Dean Richmond Dean Richmond's E*TRADE Financial Experience 1997 - 1998
Job Developing Industry Leading Products and Services for the Digital World. For the America's and beyond.
Industry Consumer Electronics
Experience
Toshiba 2014 - Present
Sony Electronics 2010 - 2014
Sony Electronics 2004 - 2010
Sony Electronics 2001 - 2004
Sony Electronics 1999 - 2001
Microsoft 1998 - 1999
SGI 1997 - 1998
E*TRADE Financial 1997 - 1998
Old National Bank 1994 - 1996
J.P. Morgan 1993 - 1994
Skills
Cross-functional Team..., Product Management, Product Marketing, Strategy, Consumer Electronics, CRM, Vendor Management, Management, Business Development, Customer Satisfaction, Customer Experience, Competitive Analysis, Leadership, Product Development, Retail, New Business Development, Strategic Partnerships, Program Management, Project Management, Process Improvement, Sales Management, Forecasting, Business Planning, Business Strategy, Inventory Management, Supply Chain Management, Sales, Team Leadership, Customer Service, Extended Warranty, Six Sigma, Partner Management, Software Project...
Education
University of California, Los Angeles 1999 — 2001
Certification Programs, Technology Management and Project Management
Stanford University 1998 — 1999
Masters of Liberal Arts - How to Start a Start-Up
Miami University 1995 — 1995
Certification Program, Kettering Foundation - Art of Deliberation
Wittenberg University
Bachelor's degree, Business Administration and Management, Finance
Toshiba 2014 - Present
Sony Electronics 2010 - 2014
Sony Electronics 2004 - 2010
Sony Electronics 2001 - 2004
Sony Electronics 1999 - 2001
Microsoft 1998 - 1999
SGI 1997 - 1998
E*TRADE Financial 1997 - 1998
Old National Bank 1994 - 1996
J.P. Morgan 1993 - 1994
Skills
Cross-functional Team..., Product Management, Product Marketing, Strategy, Consumer Electronics, CRM, Vendor Management, Management, Business Development, Customer Satisfaction, Customer Experience, Competitive Analysis, Leadership, Product Development, Retail, New Business Development, Strategic Partnerships, Program Management, Project Management, Process Improvement, Sales Management, Forecasting, Business Planning, Business Strategy, Inventory Management, Supply Chain Management, Sales, Team Leadership, Customer Service, Extended Warranty, Six Sigma, Partner Management, Software Project...
Education
University of California, Los Angeles 1999 — 2001
Certification Programs, Technology Management and Project Management
Stanford University 1998 — 1999
Masters of Liberal Arts - How to Start a Start-Up
Miami University 1995 — 1995
Certification Program, Kettering Foundation - Art of Deliberation
Wittenberg University
Bachelor's degree, Business Administration and Management, Finance
Peter Pagano Peter Pagano's E*TRADE Financial Experience July 2005 - January 2009
Job Director of Asset Management at First Capital Advisors
Industry Program Development
Experience
First Capital Advisors August 2013 - Present
The Inland Real Estate Group of Companies, Inc. November 2010 - August 2013
Etrade Financial July 2005 - January 2009
Rock Island Securities June 2001 - July 2005
Skills
Financial Analysis, Due Diligence, Real Estate, Equities, Asset Managment, Real Estate Development, Contract Negotiation, Real Estate Economics, Investments, Valuation, Portfolio Management, Property Management, Financial Modeling, Commercial Real Estate, Budgets, Private Equity, Series 63, Securities, Asset Management
Education
Northwestern University 2009 — 2010
Master of Project Management, Project Management
Lewis University 1995 — 2000
BA Finance, Finance, Accounting, Information Systems
First Capital Advisors August 2013 - Present
The Inland Real Estate Group of Companies, Inc. November 2010 - August 2013
Etrade Financial July 2005 - January 2009
Rock Island Securities June 2001 - July 2005
Skills
Financial Analysis, Due Diligence, Real Estate, Equities, Asset Managment, Real Estate Development, Contract Negotiation, Real Estate Economics, Investments, Valuation, Portfolio Management, Property Management, Financial Modeling, Commercial Real Estate, Budgets, Private Equity, Series 63, Securities, Asset Management
Education
Northwestern University 2009 — 2010
Master of Project Management, Project Management
Lewis University 1995 — 2000
BA Finance, Finance, Accounting, Information Systems
Alan Wells, CHP, LMT Alan Wells, CHP, LMT's E*TRADE Financial Experience 2000 - 2001
Job Director Organizational Development at Oregon School of Massage
Industry Professional Training & Coaching
Experience
Private Practice August 2008 - Present
Oregon School of Massage January 2005 - Present
Private Practice January 2004 - Present
Etrade Financial 2000 - 2001
Cenquest 2000 - 2001
Fred Meyer August 1984 - August 2000
Skills
Leadership Development, Management Consulting, Curriculum Development, Life Coaching, Business, Transition Management, Coaching, Executive Coaching, Organizational..., Organizational..., Public Speaking, Organizational Design, Instructional Design, Culture Change, Executive Development, Emotional Intelligence, Career Development, Employee Engagement, MBTI, Performance Improvement, Conflict Resolution, Organizational Learning, Workshop Facilitation, Training, Personal Development, Leadership, Staff Development, Program Management, Facilitation, Psychology, Human Resources, Consulting, Training Delivery, Career Counseling, Employee Training, Management Development, Mindfulness, Stress Management, Process Improvement, Performance Management, Teaching, Wellness Coaching
Education
Marylhurst University
In process: Bachelors, Human Studies
META-Trainings Portland 2005 — 2007
Graduate, Therapy
Oregon School of Massage 2000 — 2007
Licensed Massage Therapist
Private Practice August 2008 - Present
Oregon School of Massage January 2005 - Present
Private Practice January 2004 - Present
Etrade Financial 2000 - 2001
Cenquest 2000 - 2001
Fred Meyer August 1984 - August 2000
Skills
Leadership Development, Management Consulting, Curriculum Development, Life Coaching, Business, Transition Management, Coaching, Executive Coaching, Organizational..., Organizational..., Public Speaking, Organizational Design, Instructional Design, Culture Change, Executive Development, Emotional Intelligence, Career Development, Employee Engagement, MBTI, Performance Improvement, Conflict Resolution, Organizational Learning, Workshop Facilitation, Training, Personal Development, Leadership, Staff Development, Program Management, Facilitation, Psychology, Human Resources, Consulting, Training Delivery, Career Counseling, Employee Training, Management Development, Mindfulness, Stress Management, Process Improvement, Performance Management, Teaching, Wellness Coaching
Education
Marylhurst University
In process: Bachelors, Human Studies
META-Trainings Portland 2005 — 2007
Graduate, Therapy
Oregon School of Massage 2000 — 2007
Licensed Massage Therapist
Fabian Clarke's E*TRADE Financial Experience September 2007 - January 2010
Job Senior Financial Analyst at GeorgiaPacific LLC
Industry Consumer Goods
Experience
Georgia-Pacific LLC March 2014 - Present
HD Supply February 2012 - March 2014
Coca-Cola January 2010 - February 2012
E*TRADE Financial September 2007 - January 2010
E*TRADE Financial March 2006 - September 2007
Skills
Analysis, Data Analysis, SAP BW, SAP, Forecasting, Financial Reporting, Access, Microsoft Excel, Financial Analysis, Financial Modeling, Variance Analysis, Finance, Business Analysis, Management, Process Improvement
Education
Missouri State University 2004 — 2005
MBA, Finance
Livingstone College 2000 — 2003
BS, Computer Information Systems
Georgia-Pacific LLC March 2014 - Present
HD Supply February 2012 - March 2014
Coca-Cola January 2010 - February 2012
E*TRADE Financial September 2007 - January 2010
E*TRADE Financial March 2006 - September 2007
Skills
Analysis, Data Analysis, SAP BW, SAP, Forecasting, Financial Reporting, Access, Microsoft Excel, Financial Analysis, Financial Modeling, Variance Analysis, Finance, Business Analysis, Management, Process Improvement
Education
Missouri State University 2004 — 2005
MBA, Finance
Livingstone College 2000 — 2003
BS, Computer Information Systems
Hetal Soni Hetal Soni's E*TRADE Financial Experience January 2002 - January 2005
Job Design Strategist at Intuit
Industry Design
Experience
Intuit Inc January 2005 - Present
Aloki Inc. February 2000 - Present
E*TRADE Financial January 2002 - January 2005
E*TRADE October 2001 - January 2002
Auction Watch June 1999 - August 2001
Skills
Mobile Internet, Visual Design, Mobile Applications, Enterprise Software, Interaction Design, User Interface Design, Information Architecture, User Interface, Mobile Design, Usability Testing, Graphic Design, Web Design, Web Application Design, iPhone, Information Graphics, SEO, Creative Direction, Typography, Logo Design, Corporate Branding, Graphics
Education
Mississippi State University 1996 — 1999
MSc, Digital Media, Electronic Visualization
Faculty of Fine Arts, MSU, Vadodara 1990 — 1994
BFA, Graphic Design
Intuit Inc January 2005 - Present
Aloki Inc. February 2000 - Present
E*TRADE Financial January 2002 - January 2005
E*TRADE October 2001 - January 2002
Auction Watch June 1999 - August 2001
Skills
Mobile Internet, Visual Design, Mobile Applications, Enterprise Software, Interaction Design, User Interface Design, Information Architecture, User Interface, Mobile Design, Usability Testing, Graphic Design, Web Design, Web Application Design, iPhone, Information Graphics, SEO, Creative Direction, Typography, Logo Design, Corporate Branding, Graphics
Education
Mississippi State University 1996 — 1999
MSc, Digital Media, Electronic Visualization
Faculty of Fine Arts, MSU, Vadodara 1990 — 1994
BFA, Graphic Design
Melissa Zetty's E*TRADE Financial Experience September 2010 - Present
Job Financial Services Professional
Industry Financial Services
Experience
E*TRADE Financial September 2010 - Present
Fidelity Investments 2008 - October 2010
Hess Corporation 2004 - 2005
Prudential Financial October 1996 - May 2004
Prudential Financial October 1996 - May 2004
Skills
Investments, Mutual Funds, Vendor Management, Risk Management, Business Analysis, Securities, Series 63, Series 7
Education
Mountainside Hospital School of Nursing
Registered Nursing/Registered Nurse
Middlesex County College
E*TRADE Financial September 2010 - Present
Fidelity Investments 2008 - October 2010
Hess Corporation 2004 - 2005
Prudential Financial October 1996 - May 2004
Prudential Financial October 1996 - May 2004
Skills
Investments, Mutual Funds, Vendor Management, Risk Management, Business Analysis, Securities, Series 63, Series 7
Education
Mountainside Hospital School of Nursing
Registered Nursing/Registered Nurse
Middlesex County College
Julie Griffin Julie Griffin's E*TRADE Financial Experience April 2000 - July 2002
Job Vice President, Contact Center Operations at Navy Federal Credit Union
Industry Financial Services
Experience
Navy Federal Credit Union December 2013 - Present
Navy Federal Credit Union May 2008 - December 2013
Navy Federal Credit Union January 2006 - August 2008
E*TRADE Financial April 2000 - July 2002
Skills
Mobile Banking, Banking, Internet Banking, Consumer Lending, Customer Service, Loans, New Business Development, Loss Mitigation, Call Center, Enterprise Risk..., Leadership, Strategy, Analytics, Branch Banking, Management, Retail Banking, Call Centers, Risk Management, Process Improvement, Product Management, Credit, Payments, Business Analysis, User Experience, Credit Unions, Mobile Devices, Mobile Payments, Executive Management, Credit Cards, Financial Services
Education
Marymount University
Navy Federal Credit Union December 2013 - Present
Navy Federal Credit Union May 2008 - December 2013
Navy Federal Credit Union January 2006 - August 2008
E*TRADE Financial April 2000 - July 2002
Skills
Mobile Banking, Banking, Internet Banking, Consumer Lending, Customer Service, Loans, New Business Development, Loss Mitigation, Call Center, Enterprise Risk..., Leadership, Strategy, Analytics, Branch Banking, Management, Retail Banking, Call Centers, Risk Management, Process Improvement, Product Management, Credit, Payments, Business Analysis, User Experience, Credit Unions, Mobile Devices, Mobile Payments, Executive Management, Credit Cards, Financial Services
Education
Marymount University
Bethany Di Filippo, CHES's E*TRADE Financial Experience August 2012 - April 2013
Job CHES
Industry Health, Wellness and Fitness
Experience
CWPS May 2013 - June 2014
E*TRADE Financial August 2012 - April 2013
Boeing Service Company June 2010 - August 2012
Conde Nast May 2009 - August 2009
Christ Chapel Academy August 2005 - May 2009
Skills
Procurement, Negotiation, Purchasing, Contract Management, Logistics, Supply Chain Management, SAP, Vendor Relations, Excel, Contract Negotiation, Wellness, Fitness, Health Promotion, CHES, Microsoft Excel, Marketing, Customer Service, Vendor Relationships, New Business Development, Client Development, Business Meetings, Business Development, Client Co-ordination, Manage Client..., Customer Satisfaction
Education
Liberty University 2005 — 2009
Health Promotion-CHES, Business
CWPS May 2013 - June 2014
E*TRADE Financial August 2012 - April 2013
Boeing Service Company June 2010 - August 2012
Conde Nast May 2009 - August 2009
Christ Chapel Academy August 2005 - May 2009
Skills
Procurement, Negotiation, Purchasing, Contract Management, Logistics, Supply Chain Management, SAP, Vendor Relations, Excel, Contract Negotiation, Wellness, Fitness, Health Promotion, CHES, Microsoft Excel, Marketing, Customer Service, Vendor Relationships, New Business Development, Client Development, Business Meetings, Business Development, Client Co-ordination, Manage Client..., Customer Satisfaction
Education
Liberty University 2005 — 2009
Health Promotion-CHES, Business
Erica DeCandia's E*TRADE Financial Experience July 2013 - Present
Job Director, Offline Media and Sponsorships at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial July 2013 - Present
E*TRADE Financial August 2006 - July 2013
MediaCom June 2005 - August 2006
Newspaper National Network February 2001 - June 2005
Zenith Media September 2000 - February 2001
Skills
Marketing Communications, Offline Media, Advertising, Negotiation, Contract Negotiation, Market Analysis, Media Planning, Sponsorship, Account Management, Strategy, Media Buying, Marketing Strategy
Education
New York State Real Estate Course 2012 — 2013
Licensed Real Estate Salespersonas of February 2013
Marist College 1996 — 2000
Bachelor of Business Administration (BBA), Marketing
E*TRADE Financial July 2013 - Present
E*TRADE Financial August 2006 - July 2013
MediaCom June 2005 - August 2006
Newspaper National Network February 2001 - June 2005
Zenith Media September 2000 - February 2001
Skills
Marketing Communications, Offline Media, Advertising, Negotiation, Contract Negotiation, Market Analysis, Media Planning, Sponsorship, Account Management, Strategy, Media Buying, Marketing Strategy
Education
New York State Real Estate Course 2012 — 2013
Licensed Real Estate Salespersonas of February 2013
Marist College 1996 — 2000
Bachelor of Business Administration (BBA), Marketing
Maurice Adams Maurice Adams's E*TRADE Financial Experience February 2006 - December 2006
Job Sec Processing Analyst 2 at Citibank
Industry Banking
Experience
Citibank US November 2014 - Present
Citibank US May 2010 - November 2014
JPMorgan Chase December 2006 - May 2010
E*TRADE Financial February 2006 - December 2006
Skills
Network Manager..., Account Reconciliation, Analysis, Portfolio Management, Financial Risk, Banking, Fixed Income
Education
Medaille College 2002 — 2005
Master of Business Administration (MBA), Business Administration and Management, General
Medaille College 2000 — 2002
Bachelor of Business Administration (BBA), Business Administration and Management, General
Citibank US November 2014 - Present
Citibank US May 2010 - November 2014
JPMorgan Chase December 2006 - May 2010
E*TRADE Financial February 2006 - December 2006
Skills
Network Manager..., Account Reconciliation, Analysis, Portfolio Management, Financial Risk, Banking, Fixed Income
Education
Medaille College 2002 — 2005
Master of Business Administration (MBA), Business Administration and Management, General
Medaille College 2000 — 2002
Bachelor of Business Administration (BBA), Business Administration and Management, General
Edward Stone III's E*TRADE Financial Experience May 2000 - March 2005
Job Certified Fitness Trainer at Independent Contractor
Industry Health, Wellness and Fitness
Experience
Urban Body Fitness May 2012 - Present
Independent Contractor April 2011 - Present
Comcast May 2008 - July 2009
Border's Group Inc March 2006 - June 2007
E*TRADE Financial May 2000 - March 2005
CROWSON-STONE PRINTING COMPANY December 1998 - May 2000
SPRINT CORPORATION November 1993 - December 1998
Parisian- Phipps Plaza October 1991 - December 1992
CROWSON-STONE PRINTING COMPANY June 1982 - October 1991
Skills
Personal Training, Customer Service, Training, Sales, Policy, Leadership, CRM, Project Management, Coaching, Management, Time Management, Public Speaking, Strategic Planning, Marketing, Event Planning, Social Media, Marketing Strategy, Team Building, Team Leadership, Social Networking, Microsoft Office, Healthcare, Sales Operations
Education
Oglethorpe University 1995 — 1996
Course work completed towards Bachelors, Communications, 4.0
Perimeter College 1994 — 1995
Bachelor’s degree, communications, 3.8
Midlands Technical College 1989 — 1991
Bachelor’s degree, communications, 4.0
Spartanburg Methodist College 1981 — 1982
Bachelor’s degree, communications
Urban Body Fitness May 2012 - Present
Independent Contractor April 2011 - Present
Comcast May 2008 - July 2009
Border's Group Inc March 2006 - June 2007
E*TRADE Financial May 2000 - March 2005
CROWSON-STONE PRINTING COMPANY December 1998 - May 2000
SPRINT CORPORATION November 1993 - December 1998
Parisian- Phipps Plaza October 1991 - December 1992
CROWSON-STONE PRINTING COMPANY June 1982 - October 1991
Skills
Personal Training, Customer Service, Training, Sales, Policy, Leadership, CRM, Project Management, Coaching, Management, Time Management, Public Speaking, Strategic Planning, Marketing, Event Planning, Social Media, Marketing Strategy, Team Building, Team Leadership, Social Networking, Microsoft Office, Healthcare, Sales Operations
Education
Oglethorpe University 1995 — 1996
Course work completed towards Bachelors, Communications, 4.0
Perimeter College 1994 — 1995
Bachelor’s degree, communications, 3.8
Midlands Technical College 1989 — 1991
Bachelor’s degree, communications, 4.0
Spartanburg Methodist College 1981 — 1982
Bachelor’s degree, communications
Allison Pavia Allison Pavia's E*TRADE Financial Experience December 2013 - April 2014
Job Client Analyst at Sterling Risk Advisors, Inc.
Industry Insurance
Experience
Sterling Risk Advisors, Inc. September 2015 - Present
Sterling Risk Advisors April 2014 - September 2015
E*TRADE Financial December 2013 - April 2014
E*TRADE Financial August 2013 - April 2014
Mercer University Office of Admissions May 2012 - May 2013
Bibb County Office of Tax Commissioner August 2012 - December 2012
The School Box April 2009 - January 2011
Skills
Customer Service, Event Planning, Financial Analysis, Microsoft Excel, Finance, Valuation, Investments, Microsoft Office, Accounting, Account Management, Commercial Insurance
Education
Mercer University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Sterling Risk Advisors, Inc. September 2015 - Present
Sterling Risk Advisors April 2014 - September 2015
E*TRADE Financial December 2013 - April 2014
E*TRADE Financial August 2013 - April 2014
Mercer University Office of Admissions May 2012 - May 2013
Bibb County Office of Tax Commissioner August 2012 - December 2012
The School Box April 2009 - January 2011
Skills
Customer Service, Event Planning, Financial Analysis, Microsoft Excel, Finance, Valuation, Investments, Microsoft Office, Accounting, Account Management, Commercial Insurance
Education
Mercer University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Bryan Ginberg Bryan Ginberg's E*TRADE Financial Experience June 2011 - November 2011
Job Marketing at FlexShopper
Industry Marketing and Advertising
Experience
FlexShopper January 2014 - Present
PetCareRx Inc September 2013 - November 2013
PetCareRx Inc August 2013 - September 2013
Loeb Enterprises November 2011 - March 2013
E*TRADE Financial June 2011 - November 2011
Beezer Consulting, LLC November 2010 - June 2011
Prime Cigar & Wine Bar October 2010 - February 2011
Green Bullion Financial Services, LLC May 2010 - October 2010
Green Bullion Financial Services, LLC May 2009 - July 2010
Skills
Management, Email Marketing, Online Marketing, Digital Marketing, Social Media, Direct Marketing, Start-ups, Startup Marketing, Business Development, Data Analysis, B2B2C, B2B Marketing, B2C marketing, Advertising, Marketing Communications, Digital Strategy, Strategic Partnerships, Marketing, Customer Acquisition, Online Advertising
Education
Lehigh University - College of Business and Economics
B.S. Business & Economics, Finance, Statistics, Psychology
FlexShopper January 2014 - Present
PetCareRx Inc September 2013 - November 2013
PetCareRx Inc August 2013 - September 2013
Loeb Enterprises November 2011 - March 2013
E*TRADE Financial June 2011 - November 2011
Beezer Consulting, LLC November 2010 - June 2011
Prime Cigar & Wine Bar October 2010 - February 2011
Green Bullion Financial Services, LLC May 2010 - October 2010
Green Bullion Financial Services, LLC May 2009 - July 2010
Skills
Management, Email Marketing, Online Marketing, Digital Marketing, Social Media, Direct Marketing, Start-ups, Startup Marketing, Business Development, Data Analysis, B2B2C, B2B Marketing, B2C marketing, Advertising, Marketing Communications, Digital Strategy, Strategic Partnerships, Marketing, Customer Acquisition, Online Advertising
Education
Lehigh University - College of Business and Economics
B.S. Business & Economics, Finance, Statistics, Psychology
Allen K. Cummings Allen K. Cummings's E*TRADE Financial Experience 2003 - 2008
Job Sales Rep
Industry Electrical/Electronic Manufacturing
Experience
Key electronic solutions July 2013 - Present
The Home Depot September 2012 - July 2013
Construction Company January 2009 - July 2012
The Hackett Group March 2008 - January 2009
E*TRADE Financial 2003 - 2008
Morgan Stanley January 2000 - February 2003
Interstate Johnson and lane January 1998 - January 2000
Skills
Account Management, Sales, Sales Management, New Business Development, Sales Process, B2B, Solution Selling, Cold Calling, Strategic Planning, Team Building, Marketing, Contract Negotiation, Key Account Management, Business Strategy, Lead Generation, Microsoft Office, Pricing, Microsoft Excel, Marketing Communications, Sales Presentations, Salesforce.com
Education
University of Alabama at Birmingham 1997 — 1998
Psycology, Social Sciences
Mississippi Delta Community College 1990 — 1992
Librial arts
Humphreys Academy 1987 — 1990
Deploma
Key electronic solutions July 2013 - Present
The Home Depot September 2012 - July 2013
Construction Company January 2009 - July 2012
The Hackett Group March 2008 - January 2009
E*TRADE Financial 2003 - 2008
Morgan Stanley January 2000 - February 2003
Interstate Johnson and lane January 1998 - January 2000
Skills
Account Management, Sales, Sales Management, New Business Development, Sales Process, B2B, Solution Selling, Cold Calling, Strategic Planning, Team Building, Marketing, Contract Negotiation, Key Account Management, Business Strategy, Lead Generation, Microsoft Office, Pricing, Microsoft Excel, Marketing Communications, Sales Presentations, Salesforce.com
Education
University of Alabama at Birmingham 1997 — 1998
Psycology, Social Sciences
Mississippi Delta Community College 1990 — 1992
Librial arts
Humphreys Academy 1987 — 1990
Deploma
Doug Miles's E*TRADE Financial Experience May 2013 - January 2015
Job Director of Product at Aperture Group, LLC
Industry Financial Services
Experience
Aperture Group, LLC January 2015 - Present
E*TRADE Financial May 2013 - January 2015
E*TRADE Financial March 2013 - May 2013
E*TRADE Financial October 2011 - March 2013
optionsXpress by Charles Schwab September 2011 - October 2011
optionsXpress January 2008 - August 2011
Self Employed May 2005 - January 2008
Imici May 2000 - May 2005
VoxCap.com August 1998 - May 2000
Realcomp II Ltd 1997 - 1998
Skills
Product Management, Product Strategy, Technical Analysis, Mobile Applications, Cross-functional Team..., Product Marketing, Road Maps, PRD, MRDs, Business Case..., Agile, Scrum, Android, iPhone, iPad, Blackberry, Windows Mobile, Android Tablet, Mobile Internet, Derivatives, Options Strategies, Futures, Stock Trading, Financial Markets, ETFs, Functional..., Requirements Analysis, Requirements Gathering, Product Requirements, Software Requirements, User Requirements, Functional Requirements, Usability Testing, Performance Metrics, Press Releases, Media Relations, Public Relations, Analyst Relations, Trading Systems
Education
Northwestern University 2012 — 2014
Master of Science (MSc), Product Design and Development Management
Michigan State University
BA, Economics, Political Science, Psychology
Aperture Group, LLC January 2015 - Present
E*TRADE Financial May 2013 - January 2015
E*TRADE Financial March 2013 - May 2013
E*TRADE Financial October 2011 - March 2013
optionsXpress by Charles Schwab September 2011 - October 2011
optionsXpress January 2008 - August 2011
Self Employed May 2005 - January 2008
Imici May 2000 - May 2005
VoxCap.com August 1998 - May 2000
Realcomp II Ltd 1997 - 1998
Skills
Product Management, Product Strategy, Technical Analysis, Mobile Applications, Cross-functional Team..., Product Marketing, Road Maps, PRD, MRDs, Business Case..., Agile, Scrum, Android, iPhone, iPad, Blackberry, Windows Mobile, Android Tablet, Mobile Internet, Derivatives, Options Strategies, Futures, Stock Trading, Financial Markets, ETFs, Functional..., Requirements Analysis, Requirements Gathering, Product Requirements, Software Requirements, User Requirements, Functional Requirements, Usability Testing, Performance Metrics, Press Releases, Media Relations, Public Relations, Analyst Relations, Trading Systems
Education
Northwestern University 2012 — 2014
Master of Science (MSc), Product Design and Development Management
Michigan State University
BA, Economics, Political Science, Psychology
Nicholas Aguirre's E*TRADE Financial Experience June 2002 - October 2003
Job Systems Engineer
Industry Information Technology and Services
Experience
Profulgent Technology November 2014 - Present
PIMCO December 2012 - November 2014
inVentiv Health May 2012 - December 2012
PIMCO June 2011 - May 2012
Church & Dwight, Co., Inc. September 2010 - June 2011
Warren Systems Group October 2006 - November 2009
Thomson Reuters November 2004 - October 2006
GlaxoSmithKline October 2003 - October 2004
E*TRADE Financial June 2002 - October 2003
Andover Capital Partners November 1998 - June 2002
Skills
Ableton Live, Traktor, Active Directory..., Blackberry Enterprise..., Bloomberg Terminal, Lightspeed, Microsoft Exchange, Windows Server, Cisco Technologies, System Administration, Mac OS X, Windows 7, RSA SecurID, Citrix, MobileIron, iOS, Veritas Storage..., VMware, Windows, Disaster Recovery, Active Directory, XP, OS X, Blackberry, AppSense, Symantec Endpoint..., Symantec Backup, VMware Fusion, Market Data, Thomson One Analytics, Fidessa, Siemens HiPath, Technical Support, VMware Infrastructure, Software Documentation, Infrastructure, Citrix Metaframe, Virtualization, Remote Desktop, System Deployment, DNS, Group Policy, SCCM, SharePoint, Software Installation, Data Center, Servers, Networking, HP, Laptops
Education
Rutgers University-New Brunswick
Middlesex County College
The Chubb Institute of Technology 1998 — 1999
TCP/IP / Windows NT 4.0, Networking - Information Systems
Profulgent Technology November 2014 - Present
PIMCO December 2012 - November 2014
inVentiv Health May 2012 - December 2012
PIMCO June 2011 - May 2012
Church & Dwight, Co., Inc. September 2010 - June 2011
Warren Systems Group October 2006 - November 2009
Thomson Reuters November 2004 - October 2006
GlaxoSmithKline October 2003 - October 2004
E*TRADE Financial June 2002 - October 2003
Andover Capital Partners November 1998 - June 2002
Skills
Ableton Live, Traktor, Active Directory..., Blackberry Enterprise..., Bloomberg Terminal, Lightspeed, Microsoft Exchange, Windows Server, Cisco Technologies, System Administration, Mac OS X, Windows 7, RSA SecurID, Citrix, MobileIron, iOS, Veritas Storage..., VMware, Windows, Disaster Recovery, Active Directory, XP, OS X, Blackberry, AppSense, Symantec Endpoint..., Symantec Backup, VMware Fusion, Market Data, Thomson One Analytics, Fidessa, Siemens HiPath, Technical Support, VMware Infrastructure, Software Documentation, Infrastructure, Citrix Metaframe, Virtualization, Remote Desktop, System Deployment, DNS, Group Policy, SCCM, SharePoint, Software Installation, Data Center, Servers, Networking, HP, Laptops
Education
Rutgers University-New Brunswick
Middlesex County College
The Chubb Institute of Technology 1998 — 1999
TCP/IP / Windows NT 4.0, Networking - Information Systems
Valerie Wicks Mooney's E*TRADE Financial Experience November 2009 - August 2013
Job Customer Success Manager at Workday
Industry Information Technology and Services
Experience
Workday September 2013 - Present
E*TRADE Financial November 2009 - August 2013
Garrison & Sisson October 2006 - December 2009
GTSI Corp 2003 - 2006
Titan Corporation 2001 - 2003
BTG 1997 - 2001
National Research Council 1995 - 1997
USTravel 1994 - 1995
ADP 1993 - 1994
Skills
HRIS, Oracle E-Business Suite, PeopleSoft, Oracle, Business Analysis, Business Process..., Human Resources, Process Improvement, Employee Benefits, Vendor Management, Recruiting, Requirements Gathering, Performance Management, SDLC, Personnel Management, Business Process, SaaS, IT Strategy, Project Management, Benefits Administration, Business Transformation, Business Process..., Change Management, ERP
Education
Le Moyne College 1989 — 1993
BS, Business Administration
Workday September 2013 - Present
E*TRADE Financial November 2009 - August 2013
Garrison & Sisson October 2006 - December 2009
GTSI Corp 2003 - 2006
Titan Corporation 2001 - 2003
BTG 1997 - 2001
National Research Council 1995 - 1997
USTravel 1994 - 1995
ADP 1993 - 1994
Skills
HRIS, Oracle E-Business Suite, PeopleSoft, Oracle, Business Analysis, Business Process..., Human Resources, Process Improvement, Employee Benefits, Vendor Management, Recruiting, Requirements Gathering, Performance Management, SDLC, Personnel Management, Business Process, SaaS, IT Strategy, Project Management, Benefits Administration, Business Transformation, Business Process..., Change Management, ERP
Education
Le Moyne College 1989 — 1993
BS, Business Administration
Jennifer Dauer Jennifer Dauer's E*TRADE Financial Experience September 2006 - July 2008
Job Officer, Global Financial Crimes Compliance
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2015 - Present
Collabera (Bank of America) 2014 - September 2015
Aerotek (LPL Financial) October 2013 - April 2014
Wells Fargo June 2010 - October 2013
THE MERGIS GROUP (WACHOVIA) January 2010 - June 2010
TITANIUM SOLUTIONS/Aerotek Professional Services 2009 - 2009
E*TRADE Financial September 2006 - July 2008
Skills
Banking, Fraud Detection, Online Fraud, Account takeovers, Check fraud, Credit Card Fraud, Debit card fraud, New account fraud, Trending, Risk Assessment, Anti Money Laundering, Fraud, Risk Management, Analysis, Bank Secrecy Act, Retail Banking, Financial Services, Financial Risk, Finance, Internal Audit, Access, KYC
Education
Utica College 2013 — 2015
Master of Business Administration (MBA), Economic Crime & Fraud Management
Kent State University 2002 — 2005
BBA, Operations Management/Business Management
Bank of America Merrill Lynch September 2015 - Present
Collabera (Bank of America) 2014 - September 2015
Aerotek (LPL Financial) October 2013 - April 2014
Wells Fargo June 2010 - October 2013
THE MERGIS GROUP (WACHOVIA) January 2010 - June 2010
TITANIUM SOLUTIONS/Aerotek Professional Services 2009 - 2009
E*TRADE Financial September 2006 - July 2008
Skills
Banking, Fraud Detection, Online Fraud, Account takeovers, Check fraud, Credit Card Fraud, Debit card fraud, New account fraud, Trending, Risk Assessment, Anti Money Laundering, Fraud, Risk Management, Analysis, Bank Secrecy Act, Retail Banking, Financial Services, Financial Risk, Finance, Internal Audit, Access, KYC
Education
Utica College 2013 — 2015
Master of Business Administration (MBA), Economic Crime & Fraud Management
Kent State University 2002 — 2005
BBA, Operations Management/Business Management
Lyndsey Williams's E*TRADE Financial Experience September 2005 - September 2008
Job eCommerce, Creative Operations, Site Merchandising, & Marketing Professional
Industry Internet
Experience
Bloomingdales.com February 2015 - Present
Bloomingdales.com May 2014 - January 2015
National Geographic Society May 2011 - April 2014
The National Academies April 2009 - May 2011
Vocus September 2008 - March 2009
E*TRADE FINANCIAL September 2005 - September 2008
National Association for Equal Opportunity in Higher Education (NAFEO) January 2005 - August 2005
Sodexo August 2004 - February 2005
Susan Davis International, Washington D.C. May 2003 - October 2003
Skills
Marketing, Management, Advertising, Social Media, E-commerce, Press Releases, Marketing Communications, Online Marketing, Online Advertising, Public Relations
Education
Loyola University Maryland 2000 — 2004
Bachelor of Arts, Public Relations with a Minor in Marketing
Bloomingdales.com February 2015 - Present
Bloomingdales.com May 2014 - January 2015
National Geographic Society May 2011 - April 2014
The National Academies April 2009 - May 2011
Vocus September 2008 - March 2009
E*TRADE FINANCIAL September 2005 - September 2008
National Association for Equal Opportunity in Higher Education (NAFEO) January 2005 - August 2005
Sodexo August 2004 - February 2005
Susan Davis International, Washington D.C. May 2003 - October 2003
Skills
Marketing, Management, Advertising, Social Media, E-commerce, Press Releases, Marketing Communications, Online Marketing, Online Advertising, Public Relations
Education
Loyola University Maryland 2000 — 2004
Bachelor of Arts, Public Relations with a Minor in Marketing
Darrin Brady Darrin Brady's E*TRADE Financial Experience April 2007 - July 2010
Job Network Engineer at GXS
Industry Financial Services
Experience
GXS December 2013 - Present
ThyssenKrupp January 2012 - Present
Cox Communications August 2010 - December 2011
E*TRADE Financial April 2007 - July 2010
Skills
Security Engineering, Checkpoint, Network Engineering, Firewalls, ASA, Juniper Firewalls
Education
Mercer University
GXS December 2013 - Present
ThyssenKrupp January 2012 - Present
Cox Communications August 2010 - December 2011
E*TRADE Financial April 2007 - July 2010
Skills
Security Engineering, Checkpoint, Network Engineering, Firewalls, ASA, Juniper Firewalls
Education
Mercer University
Corin Counihan Corin Counihan's E*TRADE Financial Experience January 2001 - January 2003
Job Senior Recruiter at Macmillan
Industry Human Resources
Experience
Macmillan March 2012 - Present
Oxford University Press February 2010 - March 2012
Siegel Auction Galleries September 2007 - January 2010
Healthcare Staffing March 2005 - September 2007
Institute for Community Living February 2003 - February 2005
E*TRADE Financial January 2001 - January 2003
Skills
Interviewing, College Recruiting, Hiring, Budgeting, Employee Relations, Recruiting, Human Resources, Screening, Interviews, Resume Writing, Personnel Management, Management, Employee Benefits, Talent Acquisition, Applicant Tracking..., Onboarding, Talent Management, Sourcing, Social Media
Education
Metropolitan College of New York - School of Business 2004 — 2005
MPA, Psychology
Pace University 1999 — 2001
BA, Psychology
Macmillan March 2012 - Present
Oxford University Press February 2010 - March 2012
Siegel Auction Galleries September 2007 - January 2010
Healthcare Staffing March 2005 - September 2007
Institute for Community Living February 2003 - February 2005
E*TRADE Financial January 2001 - January 2003
Skills
Interviewing, College Recruiting, Hiring, Budgeting, Employee Relations, Recruiting, Human Resources, Screening, Interviews, Resume Writing, Personnel Management, Management, Employee Benefits, Talent Acquisition, Applicant Tracking..., Onboarding, Talent Management, Sourcing, Social Media
Education
Metropolitan College of New York - School of Business 2004 — 2005
MPA, Psychology
Pace University 1999 — 2001
BA, Psychology
Danielle Nazinitsky Danielle Nazinitsky's E*TRADE Financial Experience September 2010 - May 2012
Job Licensed Real Estate Salesperson at The Corcoran Group
Industry Accounting
Experience
Soho Strut May 2013 - Present
The Corcoran Group November 2014 - Present
Mitsubishi UFJ Financial Group, Inc. December 2013 - October 2014
BNY Mellon May 2012 - December 2013
E*TRADE Financial September 2010 - May 2012
Aultman Hospital November 2009 - September 2010
KPMG September 2007 - March 2009
Miami University August 2005 - April 2007
Gap Inc. October 2001 - April 2007
Skills
Teammate Audit..., SAP, Lawson, Microsoft Office, Visual Basic, Oracle, Sarbanes-Oxley, Internal Controls, Auditing, Accounting, IFRS, Enterprise Risk..., Internal Audit, Sarbanes-Oxley Act, General Ledger, GAAP, Financial Audits, Finance, Valuation, Financial Analysis, Financial Risk, US GAAP, Corporate Finance, External Audit, Accounts Receivable, Accounts Payable, Management, Investments, Financial Reporting, Sales, Budgets, Marketing, Social Media, Microsoft Excel, Risk Management, Financial Accounting, PowerPoint
Education
Miami University 2006 — 2007
Master's, Accounting
Miami University 2003 — 2006
Bachelor of Science Degree, Accounting
Soho Strut May 2013 - Present
The Corcoran Group November 2014 - Present
Mitsubishi UFJ Financial Group, Inc. December 2013 - October 2014
BNY Mellon May 2012 - December 2013
E*TRADE Financial September 2010 - May 2012
Aultman Hospital November 2009 - September 2010
KPMG September 2007 - March 2009
Miami University August 2005 - April 2007
Gap Inc. October 2001 - April 2007
Skills
Teammate Audit..., SAP, Lawson, Microsoft Office, Visual Basic, Oracle, Sarbanes-Oxley, Internal Controls, Auditing, Accounting, IFRS, Enterprise Risk..., Internal Audit, Sarbanes-Oxley Act, General Ledger, GAAP, Financial Audits, Finance, Valuation, Financial Analysis, Financial Risk, US GAAP, Corporate Finance, External Audit, Accounts Receivable, Accounts Payable, Management, Investments, Financial Reporting, Sales, Budgets, Marketing, Social Media, Microsoft Excel, Risk Management, Financial Accounting, PowerPoint
Education
Miami University 2006 — 2007
Master's, Accounting
Miami University 2003 — 2006
Bachelor of Science Degree, Accounting
Brandye Miller's E*TRADE Financial Experience August 2002 - September 2008
Job Senior Real Estate Consultant, Realtor®
Industry Real Estate
Experience
Colorado HomeFinder Realty April 2015 - Present
ERA Herman Group Real Estate September 2012 - 2015
Avaya November 2008 - September 2013
Etrade Financial August 2002 - September 2008
Skills
Real Estate, Contract Negotiation, Direct Sales, Marketing, Marketing Strategy, Selling, Credit, Finance, Financial Analysis, Leadership, Relationship Management, Customer Satisfaction, Sales Process, Customer Service, CRM, Sales Management, Lead Generation, Insurance, Telecommunications, Account Management, Strategic Partnerships, Business Development, New Business Development, Managed Services, Workforce Management, VoIP, Vendor Management, Business Relationship..., Unified Communications, Salesforce.com, Team Building, Sales Operations, Management, Financial Modeling, Mergers, Customer Acquisition, Business Strategy, Business Analysis, Strategic Financial..., Risk Management, Consulting, Cloud Computing, Solution Selling, Sales
Education
Metropolitan State University of Denver
Orange Coast College
Colorado HomeFinder Realty April 2015 - Present
ERA Herman Group Real Estate September 2012 - 2015
Avaya November 2008 - September 2013
Etrade Financial August 2002 - September 2008
Skills
Real Estate, Contract Negotiation, Direct Sales, Marketing, Marketing Strategy, Selling, Credit, Finance, Financial Analysis, Leadership, Relationship Management, Customer Satisfaction, Sales Process, Customer Service, CRM, Sales Management, Lead Generation, Insurance, Telecommunications, Account Management, Strategic Partnerships, Business Development, New Business Development, Managed Services, Workforce Management, VoIP, Vendor Management, Business Relationship..., Unified Communications, Salesforce.com, Team Building, Sales Operations, Management, Financial Modeling, Mergers, Customer Acquisition, Business Strategy, Business Analysis, Strategic Financial..., Risk Management, Consulting, Cloud Computing, Solution Selling, Sales
Education
Metropolitan State University of Denver
Orange Coast College
Edward Barca's E*TRADE Financial Experience January 2014 - July 2014
Job Financial Planning Associate at Allegheny Financial Group
Industry Financial Services
Experience
Allegheny Financial Group October 2014 - Present
EDMC July 2014 - October 2014
E*TRADE Financial January 2014 - July 2014
Erie Insurance Group May 2012 - August 2012
Skills
Microsoft Office, Customer Service, Team Leadership, Sales Management, Sales, Selling, Marketing, Insurance, Financial Services, Financial Analysis
Education
Mercyhurst University 2010 — 2013
Bachelor's degree, Finance, General
Allegheny Financial Group October 2014 - Present
EDMC July 2014 - October 2014
E*TRADE Financial January 2014 - July 2014
Erie Insurance Group May 2012 - August 2012
Skills
Microsoft Office, Customer Service, Team Leadership, Sales Management, Sales, Selling, Marketing, Insurance, Financial Services, Financial Analysis
Education
Mercyhurst University 2010 — 2013
Bachelor's degree, Finance, General
Andrew Lord's E*TRADE Financial Experience March 2011 - September 2014
Job Product Manager at Mindspark Interactive Network, Inc.
Industry Marketing and Advertising
Experience
E*TRADE Financial March 2011 - September 2014
Burning Tree Country Club January 2010 - February 2011
The Golf Club of Purchase January 2008 - December 2009
Loyola College Athletics October 2006 - March 2007
Great Oak Lending Partners September 2005 - May 2006
Aflac September 2004 - June 2005
Skills
Analytics, Sales, Product Management, Customer Service, Fundraising, Data Analysis, Microsoft Office, Golf Instruction, Golf Outings, Golf, Omniture, Inside Sales, Content Management, User Experience, Agile & Waterfall..., Office Administration, Retail, Relationship-building..., Tableau, Web Content Management
Education
Loyola University Maryland 2003 — 2007
Business, Marketing
Sellinger School of Business & Management 2003 — 2007
Bachelors, Business Administration; Marketing Concentration 2003 - 2007
E*TRADE Financial March 2011 - September 2014
Burning Tree Country Club January 2010 - February 2011
The Golf Club of Purchase January 2008 - December 2009
Loyola College Athletics October 2006 - March 2007
Great Oak Lending Partners September 2005 - May 2006
Aflac September 2004 - June 2005
Skills
Analytics, Sales, Product Management, Customer Service, Fundraising, Data Analysis, Microsoft Office, Golf Instruction, Golf Outings, Golf, Omniture, Inside Sales, Content Management, User Experience, Agile & Waterfall..., Office Administration, Retail, Relationship-building..., Tableau, Web Content Management
Education
Loyola University Maryland 2003 — 2007
Business, Marketing
Sellinger School of Business & Management 2003 — 2007
Bachelors, Business Administration; Marketing Concentration 2003 - 2007
Preston M. Firmin, CPA, MBA Preston M. Firmin, CPA, MBA's E*TRADE Financial Experience June 2008 - May 2010
Job Internal Auditor with Carter's
Industry Accounting
Experience
Carter's OshKosh B'gosh August 2015 - Present
Enterprise Rent-A-Car July 2014 - August 2015
Decosimo January 2014 - April 2014
SunTrust Bank August 2011 - January 2014
American Equity Mortgage May 2010 - March 2011
E*TRADE Financial June 2008 - May 2010
Wells Fargo Financial October 2006 - May 2008
Enterprise Rent-A-Car 2002 - 2006
Skills
Credit, Accounting, Credit Analysis, Auditing, Financial Analysis, General Ledger, Financial Reporting, Loans, Microsoft Office, Series 7, Account Reconciliation, Financial Modeling, GAAP, Consumer Lending, Analysis, Data Modeling, Accounts Payable &..., Leadership, Corporate Communications, Balance Sheet Review, Fixed Asset Depreciation, Forecasting, Monthly Close Process, PeopleSoft Financial, CPA, Internal Control..., Sarbanes-Oxley Act, COSO Framework, GAAS, Control Environment, Process Flow Charts, Fraud Detection, Walkthroughs, Finance, Microsoft Excel, Financial Statements, Internal Controls, Financial Accounting, Banking, Management
Education
Mercer University - Stetson School of Business and Economics 2011 — 2013
Masters, Accountancy, 3.65 GPA
University of Georgia - Terry College of Business 1997 — 2001
Bachelor of Business Administration (BBA), Finance, General
Carter's OshKosh B'gosh August 2015 - Present
Enterprise Rent-A-Car July 2014 - August 2015
Decosimo January 2014 - April 2014
SunTrust Bank August 2011 - January 2014
American Equity Mortgage May 2010 - March 2011
E*TRADE Financial June 2008 - May 2010
Wells Fargo Financial October 2006 - May 2008
Enterprise Rent-A-Car 2002 - 2006
Skills
Credit, Accounting, Credit Analysis, Auditing, Financial Analysis, General Ledger, Financial Reporting, Loans, Microsoft Office, Series 7, Account Reconciliation, Financial Modeling, GAAP, Consumer Lending, Analysis, Data Modeling, Accounts Payable &..., Leadership, Corporate Communications, Balance Sheet Review, Fixed Asset Depreciation, Forecasting, Monthly Close Process, PeopleSoft Financial, CPA, Internal Control..., Sarbanes-Oxley Act, COSO Framework, GAAS, Control Environment, Process Flow Charts, Fraud Detection, Walkthroughs, Finance, Microsoft Excel, Financial Statements, Internal Controls, Financial Accounting, Banking, Management
Education
Mercer University - Stetson School of Business and Economics 2011 — 2013
Masters, Accountancy, 3.65 GPA
University of Georgia - Terry College of Business 1997 — 2001
Bachelor of Business Administration (BBA), Finance, General
Dennis Brewer's E*TRADE Financial Experience December 2001 - February 2011
Job Semiretired
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. September 2011 - December 2012
Transamerica Financial Advisors September 2011 - December 2012
E*TRADE Financial December 2001 - February 2011
E*TRADE Securities December 2001 - February 2011
DST Output November 1999 - July 2001
DST Output November 1999 - July 2001
The Copy House July 1993 - November 1999
The Copyhouse July 1993 - November 1999
U.S. Army January 1976 - October 1977
U.S. Army September 1972 - December 1975
Skills
Over 10 years of team..., Ability to identify..., Strong customer..., Strong attention to..., Ability to solve..., Experienced with many..., Strong organizational..., Ability to manage time..., Strong verbal and..., Ability to see the..., Experienced with..., Accustomed to absolute..., Coaching, Customer Satisfaction, Problem Solving, Microsoft Office, Securities, Series 7, Change Management, Compliance, Supervisory Skills, Team Building, Customer Relations, Customer Service, Call Center, Investments, Equities, Risk Management, Excel, Performance Management, Process Improvement, PowerPoint, Executive Management, Operations Management, Team Leadership, Mentoring, Series 63, Outlook, Budgeting, Team Management, Quality Assurance, Trading, Series 24, Financial Services, Budgets, Call Centers, Microsoft Excel, Business Analysis, Human Resources, Strategy
Education
Sierra College 1978 — 1980
Business
Los Angeles City College 1973 — 1974
Electronics
Transamerica Financial Advisors, Inc. September 2011 - December 2012
Transamerica Financial Advisors September 2011 - December 2012
E*TRADE Financial December 2001 - February 2011
E*TRADE Securities December 2001 - February 2011
DST Output November 1999 - July 2001
DST Output November 1999 - July 2001
The Copy House July 1993 - November 1999
The Copyhouse July 1993 - November 1999
U.S. Army January 1976 - October 1977
U.S. Army September 1972 - December 1975
Skills
Over 10 years of team..., Ability to identify..., Strong customer..., Strong attention to..., Ability to solve..., Experienced with many..., Strong organizational..., Ability to manage time..., Strong verbal and..., Ability to see the..., Experienced with..., Accustomed to absolute..., Coaching, Customer Satisfaction, Problem Solving, Microsoft Office, Securities, Series 7, Change Management, Compliance, Supervisory Skills, Team Building, Customer Relations, Customer Service, Call Center, Investments, Equities, Risk Management, Excel, Performance Management, Process Improvement, PowerPoint, Executive Management, Operations Management, Team Leadership, Mentoring, Series 63, Outlook, Budgeting, Team Management, Quality Assurance, Trading, Series 24, Financial Services, Budgets, Call Centers, Microsoft Excel, Business Analysis, Human Resources, Strategy
Education
Sierra College 1978 — 1980
Business
Los Angeles City College 1973 — 1974
Electronics
Matt Rourke Matt Rourke's E*TRADE Financial Experience October 2000 - October 2005
Job
Industry Information Technology and Services
Experience
Hewlett-Packard July 2014 - Present
HP 3PAR September 2009 - Present
Hitachi Data Systems October 2005 - September 2009
E*TRADE Financial October 2000 - October 2005
Skills
Storage, Cloud Computing, New Business Development, Backup Solutions, Enterprise Software, SaaS
Education
Michigan State University 1992 — 1996
University of California, Santa Cruz 2000 — 2002
Master's degree
Hewlett-Packard July 2014 - Present
HP 3PAR September 2009 - Present
Hitachi Data Systems October 2005 - September 2009
E*TRADE Financial October 2000 - October 2005
Skills
Storage, Cloud Computing, New Business Development, Backup Solutions, Enterprise Software, SaaS
Education
Michigan State University 1992 — 1996
University of California, Santa Cruz 2000 — 2002
Master's degree
Matt Marinovich's E*TRADE Financial Experience November 2011 - April 2013
Job Associate at Homrich Berg
Industry Financial Services
Experience
Homrich Berg May 2015 - Present
Homrich Berg February 2014 - May 2015
Homrich Berg May 2013 - January 2014
E*TRADE Financial November 2011 - April 2013
Marietta Country Club August 2005 - December 2011
The Dempsey Companies January 2011 - March 2011
Skills
Account Management, CRM, Customer Service, Sales, Sales Management, Series 7, Series 63, Investments, IRAs, Equities, Mutual Funds, Options Strategies, ETFs, Microsoft Office, PowerPoint, Microsoft Excel
Education
Kennesaw State University - Michael J. Coles College of Business 2005 — 2010
Professional Sales, B2B Sales, Advanced Selling, Market Analysis, Sales Managment
Homrich Berg May 2015 - Present
Homrich Berg February 2014 - May 2015
Homrich Berg May 2013 - January 2014
E*TRADE Financial November 2011 - April 2013
Marietta Country Club August 2005 - December 2011
The Dempsey Companies January 2011 - March 2011
Skills
Account Management, CRM, Customer Service, Sales, Sales Management, Series 7, Series 63, Investments, IRAs, Equities, Mutual Funds, Options Strategies, ETFs, Microsoft Office, PowerPoint, Microsoft Excel
Education
Kennesaw State University - Michael J. Coles College of Business 2005 — 2010
Professional Sales, B2B Sales, Advanced Selling, Market Analysis, Sales Managment
Michael Espe Michael Espe's E*TRADE Financial Experience January 2001 - April 2011
Job IT Architect at HP Enterprise Services
Industry Information Technology and Services
Experience
HP Enterprise Services April 2011 - Present
E*Trade Financial January 2001 - April 2011
Emerson Process Solutions June 1980 - January 2001
Skills
IT Strategy, Software Development, Unix, Web Services, Software Project..., SDLC, Integration, Enterprise Architecture, Agile Methodologies, SOA
Education
Marquette University 1974 — 1980
Bachelor of Science (BS), Electrical and Electronics Engineering
HP Enterprise Services April 2011 - Present
E*Trade Financial January 2001 - April 2011
Emerson Process Solutions June 1980 - January 2001
Skills
IT Strategy, Software Development, Unix, Web Services, Software Project..., SDLC, Integration, Enterprise Architecture, Agile Methodologies, SOA
Education
Marquette University 1974 — 1980
Bachelor of Science (BS), Electrical and Electronics Engineering
Ozkan Korkmaz's E*TRADE Financial Experience May 2012 - April 2013
Job Funds transfer and payment sanctions specialist
Industry Financial Services
Experience
Commerzbank AG April 2015 - Present
BNP Paribas August 2014 - April 2015
BNY Mellon September 2013 - May 2014
Societe Generale May 2013 - September 2013
E*TRADE Financial May 2012 - April 2013
American Stock Transfer and Trust Co December 2009 - September 2010
Quench Inc May 2008 - May 2009
New York Community Bank March 2006 - May 2008
Skills
Access, Banking, Project Management, Microsoft Excel, Vendor Management, Business Process..., Visio, Microsoft Office, Mergers, Zeus, Data Analysis, Mergers & Acquisitions, Securities, Portfolio Management, Equities, Training, Trading
Education
December 2011 COLLEGE OF STATEN ISLAND 2012 — 2012
Bachelor of Science; Associate of Applied Science, Business Management; Business Management
Kingsborough Community College 2002 — 2005
AAS, Finance
Commerzbank AG April 2015 - Present
BNP Paribas August 2014 - April 2015
BNY Mellon September 2013 - May 2014
Societe Generale May 2013 - September 2013
E*TRADE Financial May 2012 - April 2013
American Stock Transfer and Trust Co December 2009 - September 2010
Quench Inc May 2008 - May 2009
New York Community Bank March 2006 - May 2008
Skills
Access, Banking, Project Management, Microsoft Excel, Vendor Management, Business Process..., Visio, Microsoft Office, Mergers, Zeus, Data Analysis, Mergers & Acquisitions, Securities, Portfolio Management, Equities, Training, Trading
Education
December 2011 COLLEGE OF STATEN ISLAND 2012 — 2012
Bachelor of Science; Associate of Applied Science, Business Management; Business Management
Kingsborough Community College 2002 — 2005
AAS, Finance
Thomas Karry Thomas Karry's E*TRADE Financial Experience August 2013 - January 2015
Job Financial Advisor Assistant Vice President at Merrill Edge
Industry Financial Services
Experience
Merrill Edge January 2015 - Present
E*TRADE Financial August 2013 - January 2015
E*TRADE Financial January 2011 - August 2013
E*TRADE Financial October 2007 - January 2011
E*TRADE Financial January 2006 - October 2007
Noble Parking and Valet Services September 2001 - December 2005
Skills
Series 7, Equities, Mutual Funds, Investments, Securities, Options, Financial Services, Series 63, Finance, Trading, Asset Allocation, Commodity Markets, Series 3, Series 66, Asset Management
Education
Kennesaw State University - Michael J. Coles College of Business 2000 — 2005
Business Administration - Finance, Finance, Portfolio Management, Corporate Finance
Merrill Edge January 2015 - Present
E*TRADE Financial August 2013 - January 2015
E*TRADE Financial January 2011 - August 2013
E*TRADE Financial October 2007 - January 2011
E*TRADE Financial January 2006 - October 2007
Noble Parking and Valet Services September 2001 - December 2005
Skills
Series 7, Equities, Mutual Funds, Investments, Securities, Options, Financial Services, Series 63, Finance, Trading, Asset Allocation, Commodity Markets, Series 3, Series 66, Asset Management
Education
Kennesaw State University - Michael J. Coles College of Business 2000 — 2005
Business Administration - Finance, Finance, Portfolio Management, Corporate Finance
Craig Stoe's E*TRADE Financial Experience February 2000 - March 2006
Job VP Product Management at Linqia
Industry Internet
Experience
Linqia May 2015 - Present
Adobe January 2012 - January 2015
Context Optional May 2011 - January 2012
Context Optional February 2010 - May 2011
Waterfall Mobile July 2008 - February 2010
Waterfall Mobile October 2005 - July 2008
E*TRADE Financial February 2000 - March 2006
Skills
Agile Methodologies, Product Management, Mobile Devices, SaaS, Mobile Marketing, Social Media Marketing, Product Marketing, Start-ups, Digital Marketing, Online Marketing, User Interface Design, CRM, Information Architecture, Competitive Analysis, Enterprise Software, Strategic Partnerships, Management, Online Advertising, Leadership, Analytics
Education
Michigan State University 1991 — 1996
Zoology, Physiology, Zoology, History
Linqia May 2015 - Present
Adobe January 2012 - January 2015
Context Optional May 2011 - January 2012
Context Optional February 2010 - May 2011
Waterfall Mobile July 2008 - February 2010
Waterfall Mobile October 2005 - July 2008
E*TRADE Financial February 2000 - March 2006
Skills
Agile Methodologies, Product Management, Mobile Devices, SaaS, Mobile Marketing, Social Media Marketing, Product Marketing, Start-ups, Digital Marketing, Online Marketing, User Interface Design, CRM, Information Architecture, Competitive Analysis, Enterprise Software, Strategic Partnerships, Management, Online Advertising, Leadership, Analytics
Education
Michigan State University 1991 — 1996
Zoology, Physiology, Zoology, History
Adam Schilling Adam Schilling's E*TRADE Financial Experience August 2003 - July 2005
Job National Sales Director at ExamWorks
Industry Hospital & Health Care
Experience
ExamWorks August 2011 - Present
Advanced Medical Reviews September 2007 - August 2011
Countrywide June 2006 - September 2007
Universal Savings Bank June 2005 - June 2006
E*TRADE Financial August 2003 - July 2005
Skills
New Business Development, Account Management, Marketing Strategy, Quality Of Care, Strategic Planning, Insurance, Hospitals, Disability Insurance, Team Building, Customer Service, Sales, Medical Records, CRM, Sales Management, Business Development, Process Improvement, Workers Compensation, Managed Care, Healthcare, Employee Benefits, Medicare, Claim, Management, Leadership, Health Insurance, HIPAA, Disease Management, Physicians, Claims Management, Healthcare Industry, Provider Relations, HMO, Healthcare Management, PPO, Healthcare Consulting, Medicaid, Health Policy, Long-term Care, Claim Investigation, Utilization Management, Commercial Insurance, Network Development, Medicine, Healthcare Information..., Health Savings Accounts, Executive Management, Legal Liability, Liability, Pharmacy Benefit..., Underwriting
Education
Arvada West High School 1994 — 1996
Diploma
Metropolitan State College of Denver
Business
ExamWorks August 2011 - Present
Advanced Medical Reviews September 2007 - August 2011
Countrywide June 2006 - September 2007
Universal Savings Bank June 2005 - June 2006
E*TRADE Financial August 2003 - July 2005
Skills
New Business Development, Account Management, Marketing Strategy, Quality Of Care, Strategic Planning, Insurance, Hospitals, Disability Insurance, Team Building, Customer Service, Sales, Medical Records, CRM, Sales Management, Business Development, Process Improvement, Workers Compensation, Managed Care, Healthcare, Employee Benefits, Medicare, Claim, Management, Leadership, Health Insurance, HIPAA, Disease Management, Physicians, Claims Management, Healthcare Industry, Provider Relations, HMO, Healthcare Management, PPO, Healthcare Consulting, Medicaid, Health Policy, Long-term Care, Claim Investigation, Utilization Management, Commercial Insurance, Network Development, Medicine, Healthcare Information..., Health Savings Accounts, Executive Management, Legal Liability, Liability, Pharmacy Benefit..., Underwriting
Education
Arvada West High School 1994 — 1996
Diploma
Metropolitan State College of Denver
Business
Laila Yapor Laila Yapor's E*TRADE Financial Experience September 1997 - May 2004
Job Logistics Manager at USAF
Industry Logistics and Supply Chain
Experience
USAF May 2007 - Present
E*TRADE Financial September 1997 - May 2004
Skills
Air Force, Logistics Management, Security Clearance, Military Logistics, Logistics, Operational Planning, Supply Chain Management, Aviation, Defense
Education
Macon State College
Bachelor of Science (BS), Business Administration and Management, General
The University of Texas at El Paso
USAF May 2007 - Present
E*TRADE Financial September 1997 - May 2004
Skills
Air Force, Logistics Management, Security Clearance, Military Logistics, Logistics, Operational Planning, Supply Chain Management, Aviation, Defense
Education
Macon State College
Bachelor of Science (BS), Business Administration and Management, General
The University of Texas at El Paso
Matthew Tolan's E*TRADE Financial Experience May 2008 - August 2009
Job Senior Transaction Tax Analyst at Birch
Industry Accounting
Experience
Birch January 2015 - Present
EarthLink October 2012 - January 2015
KPMG February 2011 - October 2012
Niz Investments, LLC August 2009 - January 2010
E*TRADE Financial May 2008 - August 2009
Skills
Tax, Indirect Taxation, Sales & Use Tax..., Accounting, Tax Research, Financial Accounting, Finance, Tax Accounting, Financial Reporting, Account Reconciliation, Sales Tax, GAAP, Corporate Tax, General Ledger
Education
Kennesaw State University - Michael J. Coles College of Business 2010 — 2011
MAcc, Accountancy
Kennesaw State University - Michael J. Coles College of Business 2003 — 2007
B.B.A., Finance
Woodstock High School 1998 — 2002
Birch January 2015 - Present
EarthLink October 2012 - January 2015
KPMG February 2011 - October 2012
Niz Investments, LLC August 2009 - January 2010
E*TRADE Financial May 2008 - August 2009
Skills
Tax, Indirect Taxation, Sales & Use Tax..., Accounting, Tax Research, Financial Accounting, Finance, Tax Accounting, Financial Reporting, Account Reconciliation, Sales Tax, GAAP, Corporate Tax, General Ledger
Education
Kennesaw State University - Michael J. Coles College of Business 2010 — 2011
MAcc, Accountancy
Kennesaw State University - Michael J. Coles College of Business 2003 — 2007
B.B.A., Finance
Woodstock High School 1998 — 2002
Michael Geitner Michael Geitner's E*TRADE Financial Experience February 2013 - Present
Job Financial Consultant at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial February 2013 - Present
Hertz April 2011 - January 2013
New England Financial October 2007 - March 2011
Waddell & Reed September 2006 - October 2007
Skills
Series 6, Series 7, Series 63, Series 65, Life & Health Insurance...
Education
Menlo College
Business, Management
E*TRADE Financial February 2013 - Present
Hertz April 2011 - January 2013
New England Financial October 2007 - March 2011
Waddell & Reed September 2006 - October 2007
Skills
Series 6, Series 7, Series 63, Series 65, Life & Health Insurance...
Education
Menlo College
Business, Management
Robert Christian Robert Christian's E*TRADE Financial Experience June 2013 - October 2013
Job Licensed Personal Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2013 - Present
E*TRADE Financial June 2013 - October 2013
JPMorgan Chase April 2010 - June 2013
E*TRADE Financial June 2008 - April 2010
Skills
Investments, Management, Equities, Insurance, Customer Service, Microsoft Excel, Sales, Microsoft Office, Financial Reporting, Business Analysis, PowerPoint, Banking, CRM, Financial Services, Finance, Forecasting
Education
Kennesaw State University
Bachelor, Finance
Wells Fargo October 2013 - Present
E*TRADE Financial June 2013 - October 2013
JPMorgan Chase April 2010 - June 2013
E*TRADE Financial June 2008 - April 2010
Skills
Investments, Management, Equities, Insurance, Customer Service, Microsoft Excel, Sales, Microsoft Office, Financial Reporting, Business Analysis, PowerPoint, Banking, CRM, Financial Services, Finance, Forecasting
Education
Kennesaw State University
Bachelor, Finance
Craig Epling Craig Epling's E*TRADE Financial Experience July 2011 - Present
Job Sr. IT Business Analyst Business Intelligence Solutions at E*TRADE Financial
Industry Oil & Energy
Experience
E*TRADE Financial July 2011 - Present
Mirant Corporation January 2006 - July 2011
Mirant Corporation June 2000 - January 2006
Mirant Corporation April 1999 - June 2000
Laurel Springs Golf Club March 1998 - April 1999
U.S. Communications, Inc April 1997 - March 1998
Williams Group International, Inc March 1995 - April 1997
Skills
Visio, Business Objects
Education
Marshall University
B.S, Accounting
E*TRADE Financial July 2011 - Present
Mirant Corporation January 2006 - July 2011
Mirant Corporation June 2000 - January 2006
Mirant Corporation April 1999 - June 2000
Laurel Springs Golf Club March 1998 - April 1999
U.S. Communications, Inc April 1997 - March 1998
Williams Group International, Inc March 1995 - April 1997
Skills
Visio, Business Objects
Education
Marshall University
B.S, Accounting
Lisa Kyle's E*TRADE Financial Experience September 2011 - Present
Job CORPORATE EVENT MANAGEMENT • Investor Meetings (600+) • National TV Events: Music, Super Bowls, Final 4, Olympics
Industry Events Services
Experience
E*TRADE Financial September 2011 - Present
CBS Sports August 2001 - September 2011
MTV Networks May 2003 - June 2003
NBC Sports March 2000 - July 2002
The Image Group, Inc August 1999 - March 2000
The Image Group, Inc October 1997 - August 1999
Classic Sports Network November 1996 - August 1997
NBC Olympics June 1996 - August 1996
Skills
Editing, Event Management, Budgets, Event Planning, Public Relations, Management, Television, Video, Time Management, Vendor Management, Sponsorship, Strategic Planning, Video Production, Contract Negotiation, Broadcast, Production Management, Project Management, Corporate Events, New Business Development, Social Media, Negotiation, Entertainment, Post Production, Trade Shows, Customer Service
Education
Louisiana State University and Agricultural and Mechanical College 1991 — 1996
Bachelor of Arts (B.A.), Mass Communication/Media Studies
E*TRADE Financial September 2011 - Present
CBS Sports August 2001 - September 2011
MTV Networks May 2003 - June 2003
NBC Sports March 2000 - July 2002
The Image Group, Inc August 1999 - March 2000
The Image Group, Inc October 1997 - August 1999
Classic Sports Network November 1996 - August 1997
NBC Olympics June 1996 - August 1996
Skills
Editing, Event Management, Budgets, Event Planning, Public Relations, Management, Television, Video, Time Management, Vendor Management, Sponsorship, Strategic Planning, Video Production, Contract Negotiation, Broadcast, Production Management, Project Management, Corporate Events, New Business Development, Social Media, Negotiation, Entertainment, Post Production, Trade Shows, Customer Service
Education
Louisiana State University and Agricultural and Mechanical College 1991 — 1996
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Rick Caponi Rick Caponi's E*TRADE Financial Experience November 2007 - July 2010
Job Operations Analyst
Industry Financial Services
Experience
Etrade Financial November 2007 - July 2010
Sovereign Bank March 2007 - August 2007
JPMorgan Chase August 2006 - February 2007
MORGAN STANLEY July 2005 - June 2006
TECNOART OF AMERICA, INC January 2001 - January 2005
Education
University of Cincinnati College of Business 2013 — 2015
Master's Degree, Masters in Taxation, 3.1
Kennesaw State University - Michael J. Coles College of Business 2007 — 2009
Master of Business Administration (M.B.A.), Business Administration, 3.8
Rutgers University-New Brunswick
B.A., Economics
University of Nevada-Las Vegas
B.S., Hospitality Administration
Etrade Financial November 2007 - July 2010
Sovereign Bank March 2007 - August 2007
JPMorgan Chase August 2006 - February 2007
MORGAN STANLEY July 2005 - June 2006
TECNOART OF AMERICA, INC January 2001 - January 2005
Education
University of Cincinnati College of Business 2013 — 2015
Master's Degree, Masters in Taxation, 3.1
Kennesaw State University - Michael J. Coles College of Business 2007 — 2009
Master of Business Administration (M.B.A.), Business Administration, 3.8
Rutgers University-New Brunswick
B.A., Economics
University of Nevada-Las Vegas
B.S., Hospitality Administration
Jeffrey Cambria Jeffrey Cambria's E*TRADE Financial Experience January 2011 - Present
Job Student Investor Aspiring Entrepreneur
Industry Financial Services
Experience
ARAMARK October 2013 - Present
E*TRADE Financial January 2011 - Present
Jeff's Transportation Services January 2008 - June 2013
Skills
Professional Driving, Client Billing, Customer Service, Sales, Finance, Value Investing, Equity Derivatives, Marketing, Problem Solving, Time Management, Microsoft Word, Social Media, Retail, Microsoft Excel, Budgets, PowerPoint, Solution Implementation
Education
Middlesex Community College 2014 — 2016
Business Administration Transfer, Business Administration and Management, General, 3.93 GPA
Suffolk University - Sawyer School of Management 2008 — 2009
Business Administration
Catholic Memorial High School 2004 — 2008
High School Deploma
ARAMARK October 2013 - Present
E*TRADE Financial January 2011 - Present
Jeff's Transportation Services January 2008 - June 2013
Skills
Professional Driving, Client Billing, Customer Service, Sales, Finance, Value Investing, Equity Derivatives, Marketing, Problem Solving, Time Management, Microsoft Word, Social Media, Retail, Microsoft Excel, Budgets, PowerPoint, Solution Implementation
Education
Middlesex Community College 2014 — 2016
Business Administration Transfer, Business Administration and Management, General, 3.93 GPA
Suffolk University - Sawyer School of Management 2008 — 2009
Business Administration
Catholic Memorial High School 2004 — 2008
High School Deploma
Lynn Tassin's E*TRADE Financial Experience June 2003 - January 2005
Job Department Assistant Academy of Motion Picture Arts and Sciences
Industry Entertainment
Experience
Academy of Motion Picture Arts and Sciences January 2013 - Present
Beverly Hills Carpet Cleaners April 2013 - July 2013
Community Foundation of the Florida Keys September 2011 - January 2012
Key West Chamber of Commerce February 2011 - September 2011
E*TRADE Financial June 2003 - January 2005
American Airlines March 1986 - November 2002
Skills
PowerPoint, English, Research, Outlook, Photoshop, Customer Service, Microsoft Excel
Education
LSU 1981 — 1982
General Studies
Academy of Motion Picture Arts and Sciences January 2013 - Present
Beverly Hills Carpet Cleaners April 2013 - July 2013
Community Foundation of the Florida Keys September 2011 - January 2012
Key West Chamber of Commerce February 2011 - September 2011
E*TRADE Financial June 2003 - January 2005
American Airlines March 1986 - November 2002
Skills
PowerPoint, English, Research, Outlook, Photoshop, Customer Service, Microsoft Excel
Education
LSU 1981 — 1982
General Studies
Nicolette (Nicky) Conti Nicolette (Nicky) Conti's E*TRADE Financial Experience February 2014 - July 2015
Job Senior UX Designer
Industry Information Technology and Services
Experience
ADP August 2015 - Present
E*TRADE Financial February 2014 - July 2015
Pod1 October 2012 - January 2014
HeathWallace London October 2011 - October 2012
University College London October 2010 - October 2011
Pod1 April 2010 - October 2010
HeathWallace April 2009 - April 2010
Vodafone Australia April 2008 - July 2008
Vodafone UK January 2005 - October 2007
Vodafone Malta April 2004 - January 2005
Skills
Usability Testing, User Journeys, Personas, Information Architecture, Wireframing, User Interface Design, User Experience, Wireframes, Persona, User Experience Design, Interaction Design, Mobile Devices, Axure, Wire Framing, User-centered Design, HTML 5, User Research, Customer Experience, Front-end, Content Strategy, User Interface, E-commerce, HTML, Human Computer..., Strategy, Web Analytics, Usability, Web Project Management, Usability Engineering, Accessibility, Agile Methodologies, User Scenarios, Content Management, Experience Design, Web Applications, Service Design, Mobile Design, Mobile Applications, Information Design, Ethnography, Rapid Prototyping, XHTML, Google Analytics, Web Strategy, Digital Strategy, Card Sorting, OmniGraffle, User Stories, CMS, Web Development
Education
UCL London 2010 — 2011
MSc HCI, Human Computer Interaction, Ergonomics
L-Università ta' Malta 1994 — 1998
B. Comm Hons. Mgt, Management
ADP August 2015 - Present
E*TRADE Financial February 2014 - July 2015
Pod1 October 2012 - January 2014
HeathWallace London October 2011 - October 2012
University College London October 2010 - October 2011
Pod1 April 2010 - October 2010
HeathWallace April 2009 - April 2010
Vodafone Australia April 2008 - July 2008
Vodafone UK January 2005 - October 2007
Vodafone Malta April 2004 - January 2005
Skills
Usability Testing, User Journeys, Personas, Information Architecture, Wireframing, User Interface Design, User Experience, Wireframes, Persona, User Experience Design, Interaction Design, Mobile Devices, Axure, Wire Framing, User-centered Design, HTML 5, User Research, Customer Experience, Front-end, Content Strategy, User Interface, E-commerce, HTML, Human Computer..., Strategy, Web Analytics, Usability, Web Project Management, Usability Engineering, Accessibility, Agile Methodologies, User Scenarios, Content Management, Experience Design, Web Applications, Service Design, Mobile Design, Mobile Applications, Information Design, Ethnography, Rapid Prototyping, XHTML, Google Analytics, Web Strategy, Digital Strategy, Card Sorting, OmniGraffle, User Stories, CMS, Web Development
Education
UCL London 2010 — 2011
MSc HCI, Human Computer Interaction, Ergonomics
L-Università ta' Malta 1994 — 1998
B. Comm Hons. Mgt, Management
Douglas Bush Douglas Bush's E*TRADE Financial Experience 2006 - 2008
Job Financial Instructor at Strategic Financial Principles Inc
Industry Investment Banking
Experience
Strategic Financial Principles Inc April 2013 - Present
Federal Reserve Bank of Richmond 2014 - 2014
Bank Of America/Merrill Lynch 2008 - 2012
E*TRADE Financial 2006 - 2008
Skills
Equities, Fixed Income, Capital Markets, Options, Derivatives, New Business Development, Business Strategy, Residential Mortgages, Foreclosure Defense, Strategic Financial..., Structured Products, Equity Derivatives
Education
Miami Valley Career Technology Center
I.T./ ACCOUNTING
Sinclair Community College
Financial Mathematics
Strategic Financial Principles Inc April 2013 - Present
Federal Reserve Bank of Richmond 2014 - 2014
Bank Of America/Merrill Lynch 2008 - 2012
E*TRADE Financial 2006 - 2008
Skills
Equities, Fixed Income, Capital Markets, Options, Derivatives, New Business Development, Business Strategy, Residential Mortgages, Foreclosure Defense, Strategic Financial..., Structured Products, Equity Derivatives
Education
Miami Valley Career Technology Center
I.T./ ACCOUNTING
Sinclair Community College
Financial Mathematics
Michael Landry, CFE's E*TRADE Financial Experience August 1999 - September 2001
Job VP Franchise Development at RentACenter Franchising International
Industry Retail
Experience
Rent-A-Center Franchising International, Inc. February 2012 - Present
CiCi's Pizza December 2009 - January 2012
Planet Beach Franchising Corporation January 2005 - December 2009
Virtual Wellness Network October 2001 - December 2004
E*TRADE Financial August 1999 - September 2001
Skills
Franchising, New Business Development, Sales Management, Negotiation, Franchise Consulting, Business Development, Franchise Sales, Retail, Sales, Marketing Strategy, Strategy, Strategic Planning, Team Building, Marketing, Management, P&L, Training, Leadership, Entrepreneurship, Business Planning, Selling, Investments, Profit
Education
International Franchise Association 2011 — 2013
C.F.E.
Louisiana State University 1992 — 1996
BA, Psychology / Political Science
Rent-A-Center Franchising International, Inc. February 2012 - Present
CiCi's Pizza December 2009 - January 2012
Planet Beach Franchising Corporation January 2005 - December 2009
Virtual Wellness Network October 2001 - December 2004
E*TRADE Financial August 1999 - September 2001
Skills
Franchising, New Business Development, Sales Management, Negotiation, Franchise Consulting, Business Development, Franchise Sales, Retail, Sales, Marketing Strategy, Strategy, Strategic Planning, Team Building, Marketing, Management, P&L, Training, Leadership, Entrepreneurship, Business Planning, Selling, Investments, Profit
Education
International Franchise Association 2011 — 2013
C.F.E.
Louisiana State University 1992 — 1996
BA, Psychology / Political Science
Sean McIntyre Sean McIntyre's E*TRADE Financial Experience February 2000 - June 2002
Job UI Developer at Teavana
Industry Information Technology and Services
Experience
Teavana June 2013 - Present
Freelance clients January 2008 - Present
Southern Ground Inc September 2011 - July 2013
Hot Sauce Studios May 2011 - September 2011
Verizon Wireless September 2007 - September 2010
CIO Partners, Inc. 2004 - 2004
E*TRADE Financial February 2000 - June 2002
Skills
Web Development, CSS, HTML, jQuery, HTML5, JavaScript, CMS
Education
Kennesaws State University 2003 — 2005
Bachelor's degree, Information Technology
Kennesaw State University 2002 — 2005
Information Systems, Information Systems
Teavana June 2013 - Present
Freelance clients January 2008 - Present
Southern Ground Inc September 2011 - July 2013
Hot Sauce Studios May 2011 - September 2011
Verizon Wireless September 2007 - September 2010
CIO Partners, Inc. 2004 - 2004
E*TRADE Financial February 2000 - June 2002
Skills
Web Development, CSS, HTML, jQuery, HTML5, JavaScript, CMS
Education
Kennesaws State University 2003 — 2005
Bachelor's degree, Information Technology
Kennesaw State University 2002 — 2005
Information Systems, Information Systems
Robert Peloso's E*TRADE Financial Experience June 2003 - November 2005
Job Field Sales Manager at Synchrony Financial
Industry Education Management
Experience
Synchrony Financial July 2014 - Present
GE Capital August 2012 - July 2014
Fortis Institute September 2010 - August 2012
Frontier Communications July 2009 - March 2010
GE Money November 2005 - June 2008
E*TRADE Financial June 2003 - November 2005
Sebrite Financial Corporation November 1989 - June 2003
Skills
Leadership, New Business Development, Recruiting, Team Building, Coaching, Customer Service, Sales, Resume Writing, Training, Staff Development, Career Development, Interviews, Program Management, Cold Calling, Marketing, Sales Management, Strategic Planning, Account Management, Customer Retention
Education
Luzerne County Community College 1981 — 1983
AS, Foodservice Management, Business
Messiah College 1978 — 1979
Radio, TV, Film
Synchrony Financial July 2014 - Present
GE Capital August 2012 - July 2014
Fortis Institute September 2010 - August 2012
Frontier Communications July 2009 - March 2010
GE Money November 2005 - June 2008
E*TRADE Financial June 2003 - November 2005
Sebrite Financial Corporation November 1989 - June 2003
Skills
Leadership, New Business Development, Recruiting, Team Building, Coaching, Customer Service, Sales, Resume Writing, Training, Staff Development, Career Development, Interviews, Program Management, Cold Calling, Marketing, Sales Management, Strategic Planning, Account Management, Customer Retention
Education
Luzerne County Community College 1981 — 1983
AS, Foodservice Management, Business
Messiah College 1978 — 1979
Radio, TV, Film
James Bruner James Bruner's E*TRADE Financial Experience 2002 - 2004
Job VP of Sales and Marketing at Best Servers LLC
Industry Information Technology and Services
Experience
Best Servers LLC April 2014 - Present
Diligent Board Member Services December 2010 - October 2012
The NASDAQ Stock Market November 2007 - December 2010
National Stock Exchange 2004 - November 2007
ETrade Financial 2002 - 2004
Chicago Stock Exchange 1999 - 2002
Skills
Sales, Equities, Selling, Capital Markets, Investments, Leadership, Trading, Trading Systems, Series 7, Risk Management, Financial Markets, Securities, New Business Development, Strategic Planning, Business Strategy, Account Management, Financial Services, Public Speaking, Investor Relations, Equity Trading, Bloomberg, Mergers & Acquisitions, Hedge Funds, Entrepreneurship, Market Data, Management, CRM, SaaS, Business Intelligence, Electronic Trading, Analysis, Finance, Marketing, Start-ups, Strategy, Strategic Partnerships, Business Development, Executive Management, Integration, Salesforce.com, Competitive Analysis, Relationship Management, Series 63, Mutual Funds, Commodity, Venture Capital, Solution Selling, Sales Process, Business Analysis, Direct Sales
Education
Lewis University 1996 — 2000
Bachelor's degree, Finance and Economics
Spartan College of Aeronautics and Technology 1995 — 1996
Flight
Best Servers LLC April 2014 - Present
Diligent Board Member Services December 2010 - October 2012
The NASDAQ Stock Market November 2007 - December 2010
National Stock Exchange 2004 - November 2007
ETrade Financial 2002 - 2004
Chicago Stock Exchange 1999 - 2002
Skills
Sales, Equities, Selling, Capital Markets, Investments, Leadership, Trading, Trading Systems, Series 7, Risk Management, Financial Markets, Securities, New Business Development, Strategic Planning, Business Strategy, Account Management, Financial Services, Public Speaking, Investor Relations, Equity Trading, Bloomberg, Mergers & Acquisitions, Hedge Funds, Entrepreneurship, Market Data, Management, CRM, SaaS, Business Intelligence, Electronic Trading, Analysis, Finance, Marketing, Start-ups, Strategy, Strategic Partnerships, Business Development, Executive Management, Integration, Salesforce.com, Competitive Analysis, Relationship Management, Series 63, Mutual Funds, Commodity, Venture Capital, Solution Selling, Sales Process, Business Analysis, Direct Sales
Education
Lewis University 1996 — 2000
Bachelor's degree, Finance and Economics
Spartan College of Aeronautics and Technology 1995 — 1996
Flight
Edward Johnson Edward Johnson's E*TRADE Financial Experience June 2008 - August 2008
Job Sales Trader at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald November 2010 - Present
Avalon Partners, Inc. July 2009 - August 2009
E*TRADE Financial June 2008 - August 2008
ICON International, Inc. June 2006 - August 2006
Skills
Trading, Valuation, Bloomberg, Capital Markets, Investments, Financial Modeling, Financial Analysis, Due Diligence, Equities, Equity Research, Hedge Funds, Asset Management, Derivatives, Corporate Finance, Portfolio Management, Bloomberg Terminal
Education
McGill University
Bachelor of Commerce, Management
Cantor Fitzgerald November 2010 - Present
Avalon Partners, Inc. July 2009 - August 2009
E*TRADE Financial June 2008 - August 2008
ICON International, Inc. June 2006 - August 2006
Skills
Trading, Valuation, Bloomberg, Capital Markets, Investments, Financial Modeling, Financial Analysis, Due Diligence, Equities, Equity Research, Hedge Funds, Asset Management, Derivatives, Corporate Finance, Portfolio Management, Bloomberg Terminal
Education
McGill University
Bachelor of Commerce, Management
Keith Cline's E*TRADE Financial Experience October 2012 - October 2013
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade January 2014 - Present
E*TRADE Financial October 2012 - October 2013
Scottrade May 2011 - January 2012
Skills
Series 7, Series 63, Financial Analysis, Investments, Mutual Funds, Equities, Finance, Bloomberg, Securities, FINRA, Banking
Education
Kennesaw State University - Michael J. Coles College of Business 2009 — 2012
Bachelor of Business Administration (BBA), Finance, General
Scottrade January 2014 - Present
E*TRADE Financial October 2012 - October 2013
Scottrade May 2011 - January 2012
Skills
Series 7, Series 63, Financial Analysis, Investments, Mutual Funds, Equities, Finance, Bloomberg, Securities, FINRA, Banking
Education
Kennesaw State University - Michael J. Coles College of Business 2009 — 2012
Bachelor of Business Administration (BBA), Finance, General
Anastasia Saleem's E*TRADE Financial Experience October 2011 - May 2012
Job Customer Account Representative at Norfolk Southern Corporation
Industry Accounting
Experience
Norfolk Southern Corporation July 2015 - Present
Allstate May 2012 - July 2015
E*TRADE Financial October 2011 - May 2012
Skills
Customer Service, Accounting, Property & Casualty..., Retirement Planning, Series 7, Series 63, Financial Services, Subrogation, Policy Analysis, Phone Etiquette, Investments, Analysis, Microsoft Office, Sales, Marketing
Education
Macon State College 2006 — 2010
Bachelor's Degree, Accounting and Business Management
Mercer University 2001 — 2003
Strayer University
Master of Business Administration (M.B.A.), Finance, General, 4.0
Norfolk Southern Corporation July 2015 - Present
Allstate May 2012 - July 2015
E*TRADE Financial October 2011 - May 2012
Skills
Customer Service, Accounting, Property & Casualty..., Retirement Planning, Series 7, Series 63, Financial Services, Subrogation, Policy Analysis, Phone Etiquette, Investments, Analysis, Microsoft Office, Sales, Marketing
Education
Macon State College 2006 — 2010
Bachelor's Degree, Accounting and Business Management
Mercer University 2001 — 2003
Strayer University
Master of Business Administration (M.B.A.), Finance, General, 4.0
Pierre Papillon Pierre Papillon's E*TRADE Financial Experience January 1999 - January 2007
Job Chief Executive Officer
Industry Financial Services
Experience
Global Access Capital Corp. January 2015 - Present
B.C Capital Corp. January 2011 - January 2015
Dominion Lending Centers January 2011 - December 2011
Biodenix Technologies Inc February 2010 - February 2011
Kyocera Mita Canada January 2007 - April 2009
CCS Express January 1999 - January 2007
E*TRADE Financial January 1999 - January 2007
Skills
Negotiation, Customer Service, Account Management, New Business Development, Product Development, Sales Management, Sales, Sales Presentations, Integrity, Market Research, Marketing Strategy, Credit, Sales Process, Finance, Real Estate, Sales Operations, Business Planning, Management, Marketing, Business Strategy, Business Development, Selling, Advertising, Mergers & Acquisitions, Direct Sales, Cold Calling, Customer Retention, Start-ups
Education
Breboeuf College
D.E.C. (D, education Collegiale) Health Sciences
College St. Jerome
Business, and marketing
McGill University
Bachelor of Science, Anatomy
Global Access Capital Corp. January 2015 - Present
B.C Capital Corp. January 2011 - January 2015
Dominion Lending Centers January 2011 - December 2011
Biodenix Technologies Inc February 2010 - February 2011
Kyocera Mita Canada January 2007 - April 2009
CCS Express January 1999 - January 2007
E*TRADE Financial January 1999 - January 2007
Skills
Negotiation, Customer Service, Account Management, New Business Development, Product Development, Sales Management, Sales, Sales Presentations, Integrity, Market Research, Marketing Strategy, Credit, Sales Process, Finance, Real Estate, Sales Operations, Business Planning, Management, Marketing, Business Strategy, Business Development, Selling, Advertising, Mergers & Acquisitions, Direct Sales, Cold Calling, Customer Retention, Start-ups
Education
Breboeuf College
D.E.C. (D, education Collegiale) Health Sciences
College St. Jerome
Business, and marketing
McGill University
Bachelor of Science, Anatomy
Mike Charland's E*TRADE Financial Experience 2003 - 2006
Job COO, SVP at Owens Realty Services
Industry Real Estate
Experience
Owens Realty Services May 2015 - Present
Designs For Health November 2011 - Present
ESP Technologies Corp November 2007 - November 2011
Capital Access Network August 2006 - September 2007
E*TRADE FINANCIAL 2003 - 2006
GE / GE Capital September 1985 - August 2003
Skills
Financial Modeling, Risk Management, Finance, Financial Planning, Strategic Partnerships, Financial Services, Analysis, Negotiation, Integration, Loans, Telecommunications, Forecasting, Mergers & Acquisitions, Financial Analysis, Acquisition Integration, Leadership, Budgets, Corporate Finance
Education
Massachusetts College of Liberal Arts 1982 — 1986
BS, Accounting & Finance
Owens Realty Services May 2015 - Present
Designs For Health November 2011 - Present
ESP Technologies Corp November 2007 - November 2011
Capital Access Network August 2006 - September 2007
E*TRADE FINANCIAL 2003 - 2006
GE / GE Capital September 1985 - August 2003
Skills
Financial Modeling, Risk Management, Finance, Financial Planning, Strategic Partnerships, Financial Services, Analysis, Negotiation, Integration, Loans, Telecommunications, Forecasting, Mergers & Acquisitions, Financial Analysis, Acquisition Integration, Leadership, Budgets, Corporate Finance
Education
Massachusetts College of Liberal Arts 1982 — 1986
BS, Accounting & Finance
Rob Guldner Rob Guldner's E*TRADE Financial Experience August 2006 - August 2008
Job Chief Compliance Officer, Investment Advisory at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group September 2014 - Present
AIG Advisor Group October 2008 - September 2014
E*TRADE Financial August 2006 - August 2008
AIG Advisor Group 2005 - 2006
AIG Royal Alliance 2002 - 2005
AIG SunAmerica 1999 - 2002
Independent Financial Marketing Group 1997 - 1999
Skills
Wealth Management, Leadership, Econometric Modeling, Strategy, Strategic Partnerships, Program Management, Investments, Trading, Venture Capital, Cross-functional Team..., Business Analysis, CRM, Investment Advisory, Analysis, Mutual Funds, Alternative Investments, Fixed Income, Business Strategy, Risk Management, Marketing, Management, Portfolio Management, Financial Services, Finance, Due Diligence, Project Management, Financial Advisory, SDLC, Recruiting
Education
Marist College 1988 — 1992
B.S., Finance
AIG Advisor Group September 2014 - Present
AIG Advisor Group October 2008 - September 2014
E*TRADE Financial August 2006 - August 2008
AIG Advisor Group 2005 - 2006
AIG Royal Alliance 2002 - 2005
AIG SunAmerica 1999 - 2002
Independent Financial Marketing Group 1997 - 1999
Skills
Wealth Management, Leadership, Econometric Modeling, Strategy, Strategic Partnerships, Program Management, Investments, Trading, Venture Capital, Cross-functional Team..., Business Analysis, CRM, Investment Advisory, Analysis, Mutual Funds, Alternative Investments, Fixed Income, Business Strategy, Risk Management, Marketing, Management, Portfolio Management, Financial Services, Finance, Due Diligence, Project Management, Financial Advisory, SDLC, Recruiting
Education
Marist College 1988 — 1992
B.S., Finance
Atit Mehrotra's E*TRADE Financial Experience January 2010 - July 2014
Job VP Engineering, Platform & Infrastructure at Thomson Reuters (IP & Science)
Industry Financial Services
Experience
Thomson Reuters (IP & Science) September 2015 - Present
E*TRADE Financial Corporation August 2014 - August 2015
E*TRADE Financial January 2010 - July 2014
E*TRADE Financial June 2005 - December 2009
E*TRADE Financial January 2004 - May 2005
E*TRADE Financial May 2002 - December 2003
E*TRADE Financial June 2000 - April 2002
HCL Technologies May 1998 - May 2000
HCL Technologies October 1996 - April 1998
Skills
Agile Methodologies, AngularJS, SDLC, Mobile Applications, Mobile Devices, IT Strategy, SOA, Scalability, Java, Web Services, E-commerce, Android, Cloud Computing, Spring, Vendor Management, Software Development, CRM, Distributed Systems, Enterprise Architecture, Agile Project Management, Unix, User Experience, Scrum, SaaS, SOAP, Web Applications, Perl, Open Source, Architecture, Mobile Platforms, API, Windows Mobile, HTML 5, APIs, CXF, OAuth, Mobile, Web 2.0, Platform Architecture, iOS development, Node.js, ActiveMQ, JSON, Mobile Architecture, RESTful architecture, Service Oriented..., Android Development, iPhone Application..., Socket.io, Bootstrap
Education
Lucknow University 1993 — 1996
Master of Computer Applications (M.C.A.), Computer Science
Mahatma Jyotiba Phule (MJP) Rohilkhand University 1989 — 1992
Bachelor of Science (B.Sc.), Mathematics
Thomson Reuters (IP & Science) September 2015 - Present
E*TRADE Financial Corporation August 2014 - August 2015
E*TRADE Financial January 2010 - July 2014
E*TRADE Financial June 2005 - December 2009
E*TRADE Financial January 2004 - May 2005
E*TRADE Financial May 2002 - December 2003
E*TRADE Financial June 2000 - April 2002
HCL Technologies May 1998 - May 2000
HCL Technologies October 1996 - April 1998
Skills
Agile Methodologies, AngularJS, SDLC, Mobile Applications, Mobile Devices, IT Strategy, SOA, Scalability, Java, Web Services, E-commerce, Android, Cloud Computing, Spring, Vendor Management, Software Development, CRM, Distributed Systems, Enterprise Architecture, Agile Project Management, Unix, User Experience, Scrum, SaaS, SOAP, Web Applications, Perl, Open Source, Architecture, Mobile Platforms, API, Windows Mobile, HTML 5, APIs, CXF, OAuth, Mobile, Web 2.0, Platform Architecture, iOS development, Node.js, ActiveMQ, JSON, Mobile Architecture, RESTful architecture, Service Oriented..., Android Development, iPhone Application..., Socket.io, Bootstrap
Education
Lucknow University 1993 — 1996
Master of Computer Applications (M.C.A.), Computer Science
Mahatma Jyotiba Phule (MJP) Rohilkhand University 1989 — 1992
Bachelor of Science (B.Sc.), Mathematics
Genna Battaglino's E*TRADE Financial Experience February 2014 - August 2015
Job Pharmaceutical Sales Representative at Daiichi Sankyo, Inc.
Industry Pharmaceuticals
Experience
Daiichi Sankyo, Inc. August 2015 - Present
E*TRADE Financial February 2014 - August 2015
Zoe's Place Inc. January 2010 - April 2014
Fiserv November 2010 - February 2014
Mercedes Benz USA May 2007 - November 2010
GINGER AND SPICE June 2005 - August 2007
JERHEL PLASTICS May 2003 - August 2005
Skills
Microsoft Office, Visio, Leadership, Project Management, Process Improvement, Microsoft Excel, Program Management, Business Analysis, Access, Strategic Planning, Disaster Recovery, Project Planning, Software Documentation, Business Continuity..., SAP, Management, Financial Analysis, Analysis, PowerPoint
Education
Manhattan College 2005 — 2009
Bachelor's of Science, Marketing, Management
Daiichi Sankyo, Inc. August 2015 - Present
E*TRADE Financial February 2014 - August 2015
Zoe's Place Inc. January 2010 - April 2014
Fiserv November 2010 - February 2014
Mercedes Benz USA May 2007 - November 2010
GINGER AND SPICE June 2005 - August 2007
JERHEL PLASTICS May 2003 - August 2005
Skills
Microsoft Office, Visio, Leadership, Project Management, Process Improvement, Microsoft Excel, Program Management, Business Analysis, Access, Strategic Planning, Disaster Recovery, Project Planning, Software Documentation, Business Continuity..., SAP, Management, Financial Analysis, Analysis, PowerPoint
Education
Manhattan College 2005 — 2009
Bachelor's of Science, Marketing, Management
Julie LaFata's E*TRADE Financial Experience December 2013 - Present
Job Benefits Analyst at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial December 2013 - Present
E*TRADE Financial July 2013 - December 2013
Manhattan's Physician Group April 2013 - July 2013
Mental Health Association in Ulster County September 2012 - March 2013
Warner Music Group May 2012 - August 2012
Target May 2011 - August 2011
SafeStreets, U.S.A June 2007 - January 2011
Skills
Benefits Administration, Employee Benefits, Employee Relations, HRIS, Human Resources, Onboarding, Outlook, Personnel Management, Recruiting, Applicant Tracking..., Deferred Compensation, FMLA, Leadership, Management, New Hire Orientations, Performance Management, Talent Acquisition, Talent Management
Education
Marist College 2009 — 2013
Bachelor of Science (BS), Business Administration, Concentration in Human Resources
E*TRADE Financial December 2013 - Present
E*TRADE Financial July 2013 - December 2013
Manhattan's Physician Group April 2013 - July 2013
Mental Health Association in Ulster County September 2012 - March 2013
Warner Music Group May 2012 - August 2012
Target May 2011 - August 2011
SafeStreets, U.S.A June 2007 - January 2011
Skills
Benefits Administration, Employee Benefits, Employee Relations, HRIS, Human Resources, Onboarding, Outlook, Personnel Management, Recruiting, Applicant Tracking..., Deferred Compensation, FMLA, Leadership, Management, New Hire Orientations, Performance Management, Talent Acquisition, Talent Management
Education
Marist College 2009 — 2013
Bachelor of Science (BS), Business Administration, Concentration in Human Resources
Brian Dursun Brian Dursun's E*TRADE Financial Experience January 2011 - March 2013
Job Experienced & Ambitious Financial Associate
Industry Financial Services
Experience
E*TRADE Financial January 2011 - March 2013
Morgan Stanley December 2009 - December 2010
Morgan Stanley July 2007 - December 2009
GAIN Capital October 2006 - July 2007
Skills
Bloomberg, Investments, Microsoft Office, Banking, Trading, Securities, Bonds, Financial Services, Financial Analysis, FX Options, Corporate Actions, Series 3, Visio, Financial Operations, Access, Fixed Income, Bloomberg Terminal, Wealth Management, Equities, Microsoft Excel, Financial Modeling, Capital Markets, Mutual Funds, Development &..., Analysis, Finance, Asset Managment, Risk Management, Accounts Payable, Accounts Receivable, Strategic Financial..., Financial Markets, Vendor Management, Account Reconciliation, Alternative Investments, Financial Risk, Investment Management, PowerPoint, Back Office, Operational Risk..., Outlook, ETFs, Accounting, Technical Analysis, FX trading, Financial Reporting, Process Improvement, MS Project, Project Management, MS Publisher
Education
Monmouth University 2002 — 2006
Bachelors Degree of Science, Major in Finance, Minor in Information Technology, 3.1 GPA
Macquarie University 2005 — 2005
Study Abroad Program, International Business, International Finance, Finance
E*TRADE Financial January 2011 - March 2013
Morgan Stanley December 2009 - December 2010
Morgan Stanley July 2007 - December 2009
GAIN Capital October 2006 - July 2007
Skills
Bloomberg, Investments, Microsoft Office, Banking, Trading, Securities, Bonds, Financial Services, Financial Analysis, FX Options, Corporate Actions, Series 3, Visio, Financial Operations, Access, Fixed Income, Bloomberg Terminal, Wealth Management, Equities, Microsoft Excel, Financial Modeling, Capital Markets, Mutual Funds, Development &..., Analysis, Finance, Asset Managment, Risk Management, Accounts Payable, Accounts Receivable, Strategic Financial..., Financial Markets, Vendor Management, Account Reconciliation, Alternative Investments, Financial Risk, Investment Management, PowerPoint, Back Office, Operational Risk..., Outlook, ETFs, Accounting, Technical Analysis, FX trading, Financial Reporting, Process Improvement, MS Project, Project Management, MS Publisher
Education
Monmouth University 2002 — 2006
Bachelors Degree of Science, Major in Finance, Minor in Information Technology, 3.1 GPA
Macquarie University 2005 — 2005
Study Abroad Program, International Business, International Finance, Finance
Kelly Sudovar Kelly Sudovar's E*TRADE Financial Experience April 2012 - April 2015
Job Lead Product Manager at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation April 2015 - Present
E*TRADE Financial April 2012 - April 2015
Pershing June 2010 - April 2012
AllianceBernstein Defined Contribution Investments August 2007 - June 2010
AllianceBernstein June 2002 - August 2007
AllianceBernstein August 1999 - June 2002
Putnam Investments June 1997 - August 1999
Skills
Investments, Pensions, 401k, Retirement, Series 6, Product Marketing, Marketing Strategy, Marketing Communications, Training
Education
Montclair State University 2003 — 2007
MBA, Marketing
Loyola University Maryland 1993 — 1997
BBA, Marketing
Georgetown Visitation 1989 — 1993
E*TRADE Financial Corporation April 2015 - Present
E*TRADE Financial April 2012 - April 2015
Pershing June 2010 - April 2012
AllianceBernstein Defined Contribution Investments August 2007 - June 2010
AllianceBernstein June 2002 - August 2007
AllianceBernstein August 1999 - June 2002
Putnam Investments June 1997 - August 1999
Skills
Investments, Pensions, 401k, Retirement, Series 6, Product Marketing, Marketing Strategy, Marketing Communications, Training
Education
Montclair State University 2003 — 2007
MBA, Marketing
Loyola University Maryland 1993 — 1997
BBA, Marketing
Georgetown Visitation 1989 — 1993
Derek Hewlett Derek Hewlett's E*TRADE Financial Experience April 2007 - September 2009
Job Collector at Commonwealth Financial Systems
Industry Financial Services
Experience
Commonwealth Financial Systems August 2013 - Present
USCB Corporation July 2012 - December 2012
Combined Insurance September 2011 - October 2012
Citadel Broadcasting May 2011 - May 2011
E*TRADE Financial April 2007 - September 2009
Etrade Financial August 2006 - April 2007
E*TRADE Financial March 2006 - August 2006
TD Waterhouse February 2005 - March 2006
Hewlett Investments August 2003 - October 2004
Delaware Investments May 2002 - August 2002
Skills
Insurance, Accident, Health, General Insurance, Brokers, Agents, Investments, Trading
Education
Lehigh University 1999 — 2003
bachelor of science, marketing
Abington Heights High School
Commonwealth Financial Systems August 2013 - Present
USCB Corporation July 2012 - December 2012
Combined Insurance September 2011 - October 2012
Citadel Broadcasting May 2011 - May 2011
E*TRADE Financial April 2007 - September 2009
Etrade Financial August 2006 - April 2007
E*TRADE Financial March 2006 - August 2006
TD Waterhouse February 2005 - March 2006
Hewlett Investments August 2003 - October 2004
Delaware Investments May 2002 - August 2002
Skills
Insurance, Accident, Health, General Insurance, Brokers, Agents, Investments, Trading
Education
Lehigh University 1999 — 2003
bachelor of science, marketing
Abington Heights High School
David Broderick David Broderick's E*TRADE Financial Experience May 2012 - June 2014
Job Financial Advisor, Assistant Vice President at Merrill Edge
Industry Financial Services
Experience
Merrill Edge July 2014 - Present
E*TRADE Financial May 2012 - June 2014
TD Ameritrade September 2011 - March 2012
Charles Schwab February 2007 - August 2011
Key Financial Corporation November 2003 - November 2004
Wachovia Securities Financial Network October 2001 - November 2003
Skills
NASD Series 7, 63, 9..., Life/Accident &..., Conversational Spanish, NASD Series 66
Education
College of Financial Planning
Loyola University of Chicago
BA Politic Science, Political Science and Government
Merrill Edge July 2014 - Present
E*TRADE Financial May 2012 - June 2014
TD Ameritrade September 2011 - March 2012
Charles Schwab February 2007 - August 2011
Key Financial Corporation November 2003 - November 2004
Wachovia Securities Financial Network October 2001 - November 2003
Skills
NASD Series 7, 63, 9..., Life/Accident &..., Conversational Spanish, NASD Series 66
Education
College of Financial Planning
Loyola University of Chicago
BA Politic Science, Political Science and Government
Jennifer Levine Jennifer Levine's E*TRADE Financial Experience September 2010 - July 2013
Job Brand Marketing & Communications, Ernst & Young
Industry Marketing and Advertising
Experience
Ernst & Young December 2014 - Present
Kita Capital Management, LLC August 2013 - November 2014
E*TRADE Financial September 2010 - July 2013
E*TRADE Financial June 2007 - August 2007
E*TRADE Financial May 2006 - June 2006
Skills
Social Media Marketing, Marketing, Email Marketing, Marketing Strategy, Direct Marketing, Advertising, Marketing Communications, Digital Marketing, Account Management, Product Marketing, Market Research, Integrated Marketing, Online Advertising, Marketing Research, Online Marketing, Mobile Marketing, Sales, Salesforce.com, Brand Development, Entrepreneurship, Analytics, Lead Generation, Digital Strategy, Competitive Analysis, Press Releases, Management, Digital Media, Public Relations, Direct Mail, Newsletters
Education
Miami University 2006 — 2010
Bachelor of Science (B.S.), Marketing
Byram Hills High School 2002 — 2006
Ernst & Young December 2014 - Present
Kita Capital Management, LLC August 2013 - November 2014
E*TRADE Financial September 2010 - July 2013
E*TRADE Financial June 2007 - August 2007
E*TRADE Financial May 2006 - June 2006
Skills
Social Media Marketing, Marketing, Email Marketing, Marketing Strategy, Direct Marketing, Advertising, Marketing Communications, Digital Marketing, Account Management, Product Marketing, Market Research, Integrated Marketing, Online Advertising, Marketing Research, Online Marketing, Mobile Marketing, Sales, Salesforce.com, Brand Development, Entrepreneurship, Analytics, Lead Generation, Digital Strategy, Competitive Analysis, Press Releases, Management, Digital Media, Public Relations, Direct Mail, Newsletters
Education
Miami University 2006 — 2010
Bachelor of Science (B.S.), Marketing
Byram Hills High School 2002 — 2006
Douglas Brochier Douglas Brochier's E*TRADE Financial Experience May 1998 - September 1999
Job Unix Guy
Industry Information Technology and Services
Experience
BROCHIERandASSOCIATES April 2011 - Present
Berkeley Communications November 2007 - May 2008
BrochierAndAssociates May 2007 - April 2008
Murphy McKay & Associates September 2007 - November 2007
VideoSymphony July 2002 - September 2007
Altera September 2000 - May 2001
Segasoft/Heat.net October 1999 - September 2000
Etrade Financial May 1998 - September 1999
HUGHES SPACE & COMM November 1996 - February 1998
SPACE SYSTEMS LORAL February 1996 - October 1996
Skills
Sales Engineering, Data Center, Disaster Recovery, Cisco Technologies, VMware, Networking, Windows, Virtualization, VPN, HP, Active Directory, Perl, Servers, IT Operations, Scripting, WAN, Unix, Information Technology, Start-ups, SAN, System Administration, Windows Server
Education
VideoSymphony Hollywood Ins 2002 — 2003
Film & Video Editor, Video & Motion Picture Editing
MiraCosta College 1979 — 1982
BROCHIERandASSOCIATES April 2011 - Present
Berkeley Communications November 2007 - May 2008
BrochierAndAssociates May 2007 - April 2008
Murphy McKay & Associates September 2007 - November 2007
VideoSymphony July 2002 - September 2007
Altera September 2000 - May 2001
Segasoft/Heat.net October 1999 - September 2000
Etrade Financial May 1998 - September 1999
HUGHES SPACE & COMM November 1996 - February 1998
SPACE SYSTEMS LORAL February 1996 - October 1996
Skills
Sales Engineering, Data Center, Disaster Recovery, Cisco Technologies, VMware, Networking, Windows, Virtualization, VPN, HP, Active Directory, Perl, Servers, IT Operations, Scripting, WAN, Unix, Information Technology, Start-ups, SAN, System Administration, Windows Server
Education
VideoSymphony Hollywood Ins 2002 — 2003
Film & Video Editor, Video & Motion Picture Editing
MiraCosta College 1979 — 1982
Patrick Biggs Patrick Biggs's E*TRADE Financial Experience November 2010 - Present
Job Securities Broker with an interest in Banking
Industry Financial Services
Experience
E*TRADE Financial November 2010 - Present
Skills
Microsoft Word, Microsoft Excel, Telnet, Bloomberg Terminal, eID, Visa CATS, Return on Investment, Return on Investment..., Corporate Finance, Cash Flow, Cash Flow Statements, GAAP, US GAAP, FIFO, LIFO, Game Theory, Decision Analysis, Decision Trees, Regression Analysis, Financial Analysis, Financial Statements, Cost Of Capital, Valuation, Accruals
Education
Kennesaw State University - Michael J. Coles College of Business 2008 — 2010
MBA, Business, 3.58
The University of Georgia 2002 — 2006
B.A., Communications, 2.98
E*TRADE Financial November 2010 - Present
Skills
Microsoft Word, Microsoft Excel, Telnet, Bloomberg Terminal, eID, Visa CATS, Return on Investment, Return on Investment..., Corporate Finance, Cash Flow, Cash Flow Statements, GAAP, US GAAP, FIFO, LIFO, Game Theory, Decision Analysis, Decision Trees, Regression Analysis, Financial Analysis, Financial Statements, Cost Of Capital, Valuation, Accruals
Education
Kennesaw State University - Michael J. Coles College of Business 2008 — 2010
MBA, Business, 3.58
The University of Georgia 2002 — 2006
B.A., Communications, 2.98
Andrew Weber Andrew Weber's E*TRADE Financial Experience November 2011 - March 2015
Job AVP at Makosi Consulting
Industry Investment Management
Experience
Makosi Consulting March 2015 - Present
E*TRADE Financial November 2011 - March 2015
The Bank of Montreal January 2011 - November 2011
JPMorgan Chase December 2009 - October 2010
Morgan Stanley September 2009 - November 2009
Rockit Solutions LLC January 2009 - June 2009
Axiom Capital Management September 2003 - June 2008
Skills
Business Analysis, Investments, Trading, Portfolio Management, Finance, Capital Markets, Equities, Financial Modeling, Vendor Management, Financial Analysis, Management, Fixed Income, Corporate Actions, Valuation, Corporate Finance, Derivatives, Risk Management, Financial Services, Strategic Financial...
Education
Pace University - Lubin School of Business 2003 — 2005
Master's of Business Administration, Financial Management
King's College 1999 — 2003
Bachelor of Arts Degree, Mass Communications/Media Technologies and Financial Management
Makosi Consulting March 2015 - Present
E*TRADE Financial November 2011 - March 2015
The Bank of Montreal January 2011 - November 2011
JPMorgan Chase December 2009 - October 2010
Morgan Stanley September 2009 - November 2009
Rockit Solutions LLC January 2009 - June 2009
Axiom Capital Management September 2003 - June 2008
Skills
Business Analysis, Investments, Trading, Portfolio Management, Finance, Capital Markets, Equities, Financial Modeling, Vendor Management, Financial Analysis, Management, Fixed Income, Corporate Actions, Valuation, Corporate Finance, Derivatives, Risk Management, Financial Services, Strategic Financial...
Education
Pace University - Lubin School of Business 2003 — 2005
Master's of Business Administration, Financial Management
King's College 1999 — 2003
Bachelor of Arts Degree, Mass Communications/Media Technologies and Financial Management
Frank Bradley Frank Bradley's E*TRADE Financial Experience 1998 - 2000
Job District Manager at Foremost Insurance
Industry Financial Services
Experience
Foremost Insurance August 2012 - Present
PMI Mortgage Insurance Co. May 2011 - September 2012
Real Estate Mortgage Network December 2008 - May 2011
Security Atlantic Mortgage December 2008 - January 2010
Wachovia, A Wells Fargo Company June 2005 - October 2008
Cingular Wireless July 2002 - June 2005
Momentum Securities January 2001 - June 2002
E*TRADE Financial 1998 - 2000
Lehman Brothers 1996 - 1998
Chase Manhattan Corporation 1995 - 1998
Skills
Sales Management, Account Management, Leadership, CRM, Sales Operations, Sales, New Business Development, Selling Skills, Forecasting, Training, Management, Budgets, FHA, Recruiting, Selling, Marketing, Sales Process, Insurance, Team Building, Strategy, Mortgage Lending, Process Improvement, Credit, Customer Service, Risk Management, Strategic Planning, Mortgage Banking, Contract Negotiation, Coaching, Loan Origination, Marketing Strategy, Underwriting, Business Development, Banking, Investments, Portfolio Management, Time Management, Sales Presentations, Loans, Refinance, Salesforce.com, Residential Mortgages, Mortgage Underwriting, Cold Calling, Loss Mitigation, Finance, Credit Analysis, Customer Retention, VA loans, Executive Management
Education
Marist College 1989 — 1993
BS, Finance
Saint Anthony's HS - Huntington 1985 — 1989
diploma, Business Administration and Management, General
Foremost Insurance August 2012 - Present
PMI Mortgage Insurance Co. May 2011 - September 2012
Real Estate Mortgage Network December 2008 - May 2011
Security Atlantic Mortgage December 2008 - January 2010
Wachovia, A Wells Fargo Company June 2005 - October 2008
Cingular Wireless July 2002 - June 2005
Momentum Securities January 2001 - June 2002
E*TRADE Financial 1998 - 2000
Lehman Brothers 1996 - 1998
Chase Manhattan Corporation 1995 - 1998
Skills
Sales Management, Account Management, Leadership, CRM, Sales Operations, Sales, New Business Development, Selling Skills, Forecasting, Training, Management, Budgets, FHA, Recruiting, Selling, Marketing, Sales Process, Insurance, Team Building, Strategy, Mortgage Lending, Process Improvement, Credit, Customer Service, Risk Management, Strategic Planning, Mortgage Banking, Contract Negotiation, Coaching, Loan Origination, Marketing Strategy, Underwriting, Business Development, Banking, Investments, Portfolio Management, Time Management, Sales Presentations, Loans, Refinance, Salesforce.com, Residential Mortgages, Mortgage Underwriting, Cold Calling, Loss Mitigation, Finance, Credit Analysis, Customer Retention, VA loans, Executive Management
Education
Marist College 1989 — 1993
BS, Finance
Saint Anthony's HS - Huntington 1985 — 1989
diploma, Business Administration and Management, General
Nicole Barbier's E*TRADE Financial Experience September 2013 - Present
Job Corporate Events Manager | Financial Meetings & Conferences | National Televised Events: Super Bowls, Concerts, Olympics
Industry Events Services
Experience
E*TRADE Financial September 2013 - Present
NBCUniversal, Inc. November 2003 - September 2013
NBCUniversal, Inc. December 2001 - November 2003
Skills
Event Management, Budgets, Live Events, Contract Negotiation, Event Planning, Production Managment, Video Production, Food & Beverage, Logistics, Payroll, Project Management, Trade Shows, Production Management, Corporate Events, Entertainment, Hospitality
Education
Louisiana State University and Agricultural and Mechanical College
Bachelor of Arts, Mass Communication
E*TRADE Financial September 2013 - Present
NBCUniversal, Inc. November 2003 - September 2013
NBCUniversal, Inc. December 2001 - November 2003
Skills
Event Management, Budgets, Live Events, Contract Negotiation, Event Planning, Production Managment, Video Production, Food & Beverage, Logistics, Payroll, Project Management, Trade Shows, Production Management, Corporate Events, Entertainment, Hospitality
Education
Louisiana State University and Agricultural and Mechanical College
Bachelor of Arts, Mass Communication
Joel Loveless's E*TRADE Financial Experience December 2000 - October 2004
Job Data Center Engineer at ABM Industries
Industry Information Technology and Services
Experience
ABM Industries February 2012 - Present
Peak 10 October 2007 - March 2012
CPT International January 2005 - October 2006
Etrade Financial December 2000 - October 2004
Electronic Data Systems December 1998 - November 2000
Swift Denim August 1997 - December 1998
Russell Corporation June 1989 - August 1997
Skills
Data Center, Problem Solving, Operating Systems, Storage, Hardware, Disaster Recovery, SAN, Servers
Education
LaGrange College 1981 — 1985
BA, Chemistry, Computer Science
ABM Industries February 2012 - Present
Peak 10 October 2007 - March 2012
CPT International January 2005 - October 2006
Etrade Financial December 2000 - October 2004
Electronic Data Systems December 1998 - November 2000
Swift Denim August 1997 - December 1998
Russell Corporation June 1989 - August 1997
Skills
Data Center, Problem Solving, Operating Systems, Storage, Hardware, Disaster Recovery, SAN, Servers
Education
LaGrange College 1981 — 1985
BA, Chemistry, Computer Science
Mike Loewengart's E*TRADE Financial Experience August 2007 - Present
Job
Industry Investment Management
Experience
E*Trade Financial August 2007 - Present
Skills
Chartered Alternative..., Morningstar Direct, Zephyr Style Advisor, Bloomberg Terminal, Series 7, Series 24, Portfolio Management, Investment Management, Mutual Funds, ETFs, Separately Managed..., Asset Allocation, Alternative Investments, Liquidity Management, Product Management, Fixed Income, Equities, Defined Contribution, Defined Benefit
Education
Middlebury College 1994 — 1998
B.A
E*Trade Financial August 2007 - Present
Skills
Chartered Alternative..., Morningstar Direct, Zephyr Style Advisor, Bloomberg Terminal, Series 7, Series 24, Portfolio Management, Investment Management, Mutual Funds, ETFs, Separately Managed..., Asset Allocation, Alternative Investments, Liquidity Management, Product Management, Fixed Income, Equities, Defined Contribution, Defined Benefit
Education
Middlebury College 1994 — 1998
B.A
Aarti Chander's E*TRADE Financial Experience July 2001 - Present
Job
Industry Executive Office
Experience
E*TRADE Financial July 2001 - Present
Skills
Unix, Oracle, Solaris, Databases, SDLC, Unix Shell Scripting, Shell Scripting, Disaster Recovery, Database Administration, Perl, Oracle Database..., Active Data Guard..., Clustering (RAC 10g/11g), Performance Tuning, 11g/12c Grid Control, Rolling Patches &..., Microsoft SQL Server..., MS-SQL logshipping,...
Education
Southern Polytechnic State University 1999 — 2001
Masters
Kurukshetra University 1995 — 1997
Masters in Physics
E*TRADE Financial July 2001 - Present
Skills
Unix, Oracle, Solaris, Databases, SDLC, Unix Shell Scripting, Shell Scripting, Disaster Recovery, Database Administration, Perl, Oracle Database..., Active Data Guard..., Clustering (RAC 10g/11g), Performance Tuning, 11g/12c Grid Control, Rolling Patches &..., Microsoft SQL Server..., MS-SQL logshipping,...
Education
Southern Polytechnic State University 1999 — 2001
Masters
Kurukshetra University 1995 — 1997
Masters in Physics
Laura Topliffe's E*TRADE Financial Experience 2006 - 2008
Job Partner Services Coordinator IMG College
Industry Sports
Experience
IMG September 2012 - September 2013
Tampa Bay Rays January 2012 - September 2012
Pros Locker Room, LLC 2011 - 2011
TopCat Enterprises, LLC 2009 - 2011
Citi Smith Barney 2007 - 2008
E*TRADE Financial 2006 - 2008
Skills
Microsoft Office, Microsoft CRM, Salesforce.com, Adobe Creative Suite, Archtics Ticketing..., Scarborough Research, Social Media Marketing, Awesomeness, Advertising, Social Media, Marketing, Sports Marketing, Sponsorship, Marketing Strategy, Sports, Leadership
Education
Hughes Junior High
Lynn University
Master of Business Administration (M.B.A.), Sports and Athletic Administration
Woodbury University
Bachelor of Science (B.S.), Finance
IMG September 2012 - September 2013
Tampa Bay Rays January 2012 - September 2012
Pros Locker Room, LLC 2011 - 2011
TopCat Enterprises, LLC 2009 - 2011
Citi Smith Barney 2007 - 2008
E*TRADE Financial 2006 - 2008
Skills
Microsoft Office, Microsoft CRM, Salesforce.com, Adobe Creative Suite, Archtics Ticketing..., Scarborough Research, Social Media Marketing, Awesomeness, Advertising, Social Media, Marketing, Sports Marketing, Sponsorship, Marketing Strategy, Sports, Leadership
Education
Hughes Junior High
Lynn University
Master of Business Administration (M.B.A.), Sports and Athletic Administration
Woodbury University
Bachelor of Science (B.S.), Finance
Jason Gentile's E*TRADE Financial Experience 2002 - 2006
Job Associate Director, US Brokerage Operations at BMO Capital Markets
Industry Investment Management
Experience
BMO Capital Markets March 2011 - Present
RBC Capital Markets March 2007 - March 2011
Etrade Financial 2002 - 2006
Skills
Asset Management, Equity Trading, Electronic Trading, Derivatives, Back Office, Financial Markets, Financial Modeling
Education
Manhattan College 1995 — 1999
BMO Capital Markets March 2011 - Present
RBC Capital Markets March 2007 - March 2011
Etrade Financial 2002 - 2006
Skills
Asset Management, Equity Trading, Electronic Trading, Derivatives, Back Office, Financial Markets, Financial Modeling
Education
Manhattan College 1995 — 1999
Tim Whitehead's E*TRADE Financial Experience February 2000 - June 2002
Job Vice President, Marketing, Advertising and Communications at Children's Healthcare of Atlanta
Industry Hospital & Health Care
Experience
Children's Healthcare of Atlanta September 2008 - Present
Children's Healthcare of Atlanta August 2004 - September 2009
Ketchum Public Relations June 2002 - August 2004
E*TRADE Financial February 2000 - June 2002
The Coca-Cola Company December 1995 - February 2000
Georgia Pacific June 1992 - December 1995
Southwire Company June 1990 - June 1992
Hill & Knowlton 1989 - 1990
Skills
Strategic Communications, Internal Communications, Communication Training, Media Relations, Crisis Communications, Corporate Communications, Message Development, Communications Planning, Public Relations, Marketing Communications, Integrated Marketing, Copywriting, Corporate Branding, Marketing Strategy, Agency Relationship..., Content Development, Speech Writing, Press Releases, Reputation Management, Crisis Management, Newsletters, Social Media Marketing, Marketing, Leadership, Publicity, Messaging, Social Media, Community Outreach, Web Content, Content Strategy
Education
Mercer University 1985 — 1989
BA, Communications, Speech Arts / English
Children's Healthcare of Atlanta September 2008 - Present
Children's Healthcare of Atlanta August 2004 - September 2009
Ketchum Public Relations June 2002 - August 2004
E*TRADE Financial February 2000 - June 2002
The Coca-Cola Company December 1995 - February 2000
Georgia Pacific June 1992 - December 1995
Southwire Company June 1990 - June 1992
Hill & Knowlton 1989 - 1990
Skills
Strategic Communications, Internal Communications, Communication Training, Media Relations, Crisis Communications, Corporate Communications, Message Development, Communications Planning, Public Relations, Marketing Communications, Integrated Marketing, Copywriting, Corporate Branding, Marketing Strategy, Agency Relationship..., Content Development, Speech Writing, Press Releases, Reputation Management, Crisis Management, Newsletters, Social Media Marketing, Marketing, Leadership, Publicity, Messaging, Social Media, Community Outreach, Web Content, Content Strategy
Education
Mercer University 1985 — 1989
BA, Communications, Speech Arts / English
Lya Laberge's E*TRADE Financial Experience November 2005 - August 2006
Job Senior UX Designer at Polaris Financial Technology Limited
Industry Computer Hardware
Experience
Intellect Design Arena Ltd A Polaris Group Company March 2014 - Present
Verde Beans August 2013 - Present
Apps N'At 2014 - Present
Baking Ninjas March 2013 - January 2015
Environmental Charter School at Frick Park 2012 - June 2014
General Dynamics C4 Systems August 2006 - February 2014
E*TRADE Financial November 2005 - August 2006
Chicago Board of Trade March 2004 - November 2005
TracFone Wireless January 2003 - March 2004
Aon January 2002 - September 2002
Skills
Human Centered Design, User Experience Design, User Research, User Interface Design, Unix, Solaris, Information Architecture, Requirements Gathering, Integration, Concept Mapping, XSLT, Servers, System Architecture, Testing, Apache, Software Design, XML, Software Engineering, Operating Systems, Enterprise Software, Tomcat, SQL, Troubleshooting, Perl, Distributed Systems, Software Development, Networking, Hardware, Architectures, Linux, Object Oriented Design, Strategy, Oracle, SAN, Singing, Data Science, Managing Workflow, Data Analysis, Workshop Facilitation, User Experience
Education
University of Phoenix 2006 — 2008
Master of Arts (M.A.), Adult Education and Training, 4.0
Massachusetts Institute of Technology 1992 — 1996
BS, Cognitive Science
Intellect Design Arena Ltd A Polaris Group Company March 2014 - Present
Verde Beans August 2013 - Present
Apps N'At 2014 - Present
Baking Ninjas March 2013 - January 2015
Environmental Charter School at Frick Park 2012 - June 2014
General Dynamics C4 Systems August 2006 - February 2014
E*TRADE Financial November 2005 - August 2006
Chicago Board of Trade March 2004 - November 2005
TracFone Wireless January 2003 - March 2004
Aon January 2002 - September 2002
Skills
Human Centered Design, User Experience Design, User Research, User Interface Design, Unix, Solaris, Information Architecture, Requirements Gathering, Integration, Concept Mapping, XSLT, Servers, System Architecture, Testing, Apache, Software Design, XML, Software Engineering, Operating Systems, Enterprise Software, Tomcat, SQL, Troubleshooting, Perl, Distributed Systems, Software Development, Networking, Hardware, Architectures, Linux, Object Oriented Design, Strategy, Oracle, SAN, Singing, Data Science, Managing Workflow, Data Analysis, Workshop Facilitation, User Experience
Education
University of Phoenix 2006 — 2008
Master of Arts (M.A.), Adult Education and Training, 4.0
Massachusetts Institute of Technology 1992 — 1996
BS, Cognitive Science
Jessica Morris, CEP's E*TRADE Financial Experience January 2007 - Present
Job Reporting Solutions Manager, Advanced Solutions with E*TRADE Financial Corporate Services, Inc.
Industry Financial Services
Experience
E*TRADE Financial January 2007 - Present
Global Payments 2004 - 2007
Friedman, Dever & Merlin 2003 - 2004
Paul Hastings 2001 - 2003
Able Telcom 1999 - 2001
Skills
Business Analysis, Corporate Governance, Equities, FINRA, Financial Services, Mergers, Mergers, Process Improvement, Program Management, Salesforce.com, Securities, Stocks, Vendor Management, Options, Risk Management, Project Management, Relationship Management, Finance, Accounting
Education
University Of Oklahoma 1997 — 1999
MHR, Human Relations
University of South Florida 1994 — 1995
BAS, English Literature
Marshall University 1990 — 1993
English Literature
E*TRADE Financial January 2007 - Present
Global Payments 2004 - 2007
Friedman, Dever & Merlin 2003 - 2004
Paul Hastings 2001 - 2003
Able Telcom 1999 - 2001
Skills
Business Analysis, Corporate Governance, Equities, FINRA, Financial Services, Mergers, Mergers, Process Improvement, Program Management, Salesforce.com, Securities, Stocks, Vendor Management, Options, Risk Management, Project Management, Relationship Management, Finance, Accounting
Education
University Of Oklahoma 1997 — 1999
MHR, Human Relations
University of South Florida 1994 — 1995
BAS, English Literature
Marshall University 1990 — 1993
English Literature
Catherine Esposito's E*TRADE Financial Experience 2008 - 2008
Job Technical Support Manager at Vimeo
Industry Information Technology and Services
Experience
Vimeo February 2015 - Present
Mindspark Interactive Network, Inc. January 2013 - Present
Mindspark Interactive Network, Inc. February 2011 - December 2012
CEOcast January 2010 - March 2011
TEKsystems November 2008 - February 2010
Best Buy 2010 - 2010
Etrade Financial 2008 - 2008
Raymond James June 2007 - December 2007
Taylor, Bean & Whitaker February 2005 - October 2006
Skills
Technical Writing, Project Management, Microsoft Office, HTML, Business Analysis, CSS, SQL, Databases, Software Documentation, Web Development, XML
Education
Massachusetts College of Pharmacy and Health Sciences 2000 — 2003
Pharmacy
Vimeo February 2015 - Present
Mindspark Interactive Network, Inc. January 2013 - Present
Mindspark Interactive Network, Inc. February 2011 - December 2012
CEOcast January 2010 - March 2011
TEKsystems November 2008 - February 2010
Best Buy 2010 - 2010
Etrade Financial 2008 - 2008
Raymond James June 2007 - December 2007
Taylor, Bean & Whitaker February 2005 - October 2006
Skills
Technical Writing, Project Management, Microsoft Office, HTML, Business Analysis, CSS, SQL, Databases, Software Documentation, Web Development, XML
Education
Massachusetts College of Pharmacy and Health Sciences 2000 — 2003
Pharmacy
Curtis Ritter's E*TRADE Financial Experience April 2002 - November 2012
Job CK Capital Management, LLC
Industry Financial Services
Experience
CK Capital Management, LLC January 2013 - Present
CK Properties of Georgia, LLC June 2010 - Present
E*Trade Financial April 2002 - November 2012
Skills
Series 7, Wealth Management, Retirement Planning, Asset Allocation, Portfolio Management, Series 24, Sales Management, Banking
Education
Mercer University - Stetson School of Business and Economics 2005 — 2007
MBA, Finance
University of Delaware - Lerner College of Business and Economics 1986 — 1991
Bachelor of Science, Economics
CK Capital Management, LLC January 2013 - Present
CK Properties of Georgia, LLC June 2010 - Present
E*Trade Financial April 2002 - November 2012
Skills
Series 7, Wealth Management, Retirement Planning, Asset Allocation, Portfolio Management, Series 24, Sales Management, Banking
Education
Mercer University - Stetson School of Business and Economics 2005 — 2007
MBA, Finance
University of Delaware - Lerner College of Business and Economics 1986 — 1991
Bachelor of Science, Economics
Bryan Freeman's E*TRADE Financial Experience November 2008 - March 2010
Job Loan Specialist at Cornerstone Mortgage Group, LLC
Industry Financial Services
Experience
Cornerstone Mortgage Group, LLC July 2012 - Present
Etrade Financial November 2008 - March 2010
Aegis Wholesale Corporation April 2007 - August 2007
SouthStar Funding April 2005 - April 2007
Skills
Loan Origination, Credit Analysis, Financial Analysis, Refinance, FHA, Mortgage Banking, First Time Home Buyers, Investment Properties, Foreclosures, VA loans, Investments, Real Estate, REO, FHA financing, Short Sales, Selling, Real Estate Transactions, USDA, Referrals
Education
Missouri State University 2001 — 2003
MBA, Finance
Missouri State University 1997 — 2001
Bachelor of Science, Administrative Management
Cornerstone Mortgage Group, LLC July 2012 - Present
Etrade Financial November 2008 - March 2010
Aegis Wholesale Corporation April 2007 - August 2007
SouthStar Funding April 2005 - April 2007
Skills
Loan Origination, Credit Analysis, Financial Analysis, Refinance, FHA, Mortgage Banking, First Time Home Buyers, Investment Properties, Foreclosures, VA loans, Investments, Real Estate, REO, FHA financing, Short Sales, Selling, Real Estate Transactions, USDA, Referrals
Education
Missouri State University 2001 — 2003
MBA, Finance
Missouri State University 1997 — 2001
Bachelor of Science, Administrative Management
Claire Keefe (Lieberman)'s E*TRADE Financial Experience September 2013 - Present
Job
Industry Financial Services
Experience
E*TRADE Financial September 2013 - Present
AllianceBernstein April 2011 - August 2013
HighTower February 2010 - April 2011
Morgan Stanley Smith Barney June 2008 - February 2010
Citigroup June 2007 - September 2007
Chicago Mercantile Exchange May 2000 - September 2000
Education
Middlebury College 2004 — 2008
CFA Institute
Milton Academy
New Trier High School
E*TRADE Financial September 2013 - Present
AllianceBernstein April 2011 - August 2013
HighTower February 2010 - April 2011
Morgan Stanley Smith Barney June 2008 - February 2010
Citigroup June 2007 - September 2007
Chicago Mercantile Exchange May 2000 - September 2000
Education
Middlebury College 2004 — 2008
CFA Institute
Milton Academy
New Trier High School
Aileen Gore's E*TRADE Financial Experience May 2000 - May 2001
Job QA Program Manager
Industry Information Technology and Services
Experience
OLG December 2012 - Present
OLG June 2012 - December 2012
RBC Dexia March 2010 - November 2011
CPP Investment Board December 2009 - March 2010
Milestone Solutions Corporation December 1994 - January 2010
Ontario Lottery and Gaming Corporation June 2005 - December 2008
Manulife Financial April 2003 - May 2005
EDULINX Canada Corporation March 2002 - December 2002
Etrade Financial May 2000 - May 2001
Home Hardware May 1998 - February 2000
Skills
Quality Assurance, Test Management, User Acceptance Testing, Test Strategy, Testing, Requirements Gathering, Quality Center, Performance Testing, Test Automation, Business Analysis, Test Planning, Requirements Analysis, Project Management, Regression Testing, Test Cases, SDLC, System Testing, Software Quality..., QTP, ITIL, Agile Testing, Integration Testing, Leadership, Software Project..., Automation
Education
McMaster University
Social Sciences
OLG December 2012 - Present
OLG June 2012 - December 2012
RBC Dexia March 2010 - November 2011
CPP Investment Board December 2009 - March 2010
Milestone Solutions Corporation December 1994 - January 2010
Ontario Lottery and Gaming Corporation June 2005 - December 2008
Manulife Financial April 2003 - May 2005
EDULINX Canada Corporation March 2002 - December 2002
Etrade Financial May 2000 - May 2001
Home Hardware May 1998 - February 2000
Skills
Quality Assurance, Test Management, User Acceptance Testing, Test Strategy, Testing, Requirements Gathering, Quality Center, Performance Testing, Test Automation, Business Analysis, Test Planning, Requirements Analysis, Project Management, Regression Testing, Test Cases, SDLC, System Testing, Software Quality..., QTP, ITIL, Agile Testing, Integration Testing, Leadership, Software Project..., Automation
Education
McMaster University
Social Sciences
David Samhat's E*TRADE Financial Experience 2003 - 2008
Job Trader at PEAK6 Investments LP
Industry Financial Services
Experience
PEAK6 Investments LP February 2010 - Present
International Trading Group January 2009 - May 2009
E*Trade Financial 2003 - 2008
William Blair & Co 1999 - 2002
Olde Discount 1996 - 1999
Skills
Trading
Education
University of Miami - School of Business 2001 — 2002
MBA
Michigan State University 1995 — 1999
Edsel Ford High School
PEAK6 Investments LP February 2010 - Present
International Trading Group January 2009 - May 2009
E*Trade Financial 2003 - 2008
William Blair & Co 1999 - 2002
Olde Discount 1996 - 1999
Skills
Trading
Education
University of Miami - School of Business 2001 — 2002
MBA
Michigan State University 1995 — 1999
Edsel Ford High School
Mark Gaudian, CMB's E*TRADE Financial Experience February 2010 - Present
Job
Industry Banking
Experience
E*TRADE Financial February 2010 - Present
E*TRADE Financial February 2008 - January 2010
E*TRADE FINANCIAL 2006 - 2008
E*TRADE Financial 2002 - 2006
Chevy Chase Bank March 1998 - January 2002
Skills
Credit, Credit Risk, Underwriting, Mortgage, Loans, Risk Management, Banking, Executive Management, Compliance, Mortgage Lending, P&L Management, Loss Mitigation, Risk Mitigation
Education
Virginia Polytechnic Institute and State University
BA
MIT 2012 — 2014
E*TRADE Financial February 2010 - Present
E*TRADE Financial February 2008 - January 2010
E*TRADE FINANCIAL 2006 - 2008
E*TRADE Financial 2002 - 2006
Chevy Chase Bank March 1998 - January 2002
Skills
Credit, Credit Risk, Underwriting, Mortgage, Loans, Risk Management, Banking, Executive Management, Compliance, Mortgage Lending, P&L Management, Loss Mitigation, Risk Mitigation
Education
Virginia Polytechnic Institute and State University
BA
MIT 2012 — 2014
Woodrow Cooper's E*TRADE Financial Experience May 2008 - January 2009
Job Human Resources Professional
Industry Human Resources
Experience
E*Trade Financial May 2008 - January 2009
Bethlehem Steel Corporation 1968 - 2001
Skills
Onboarding, Performance Management, Employee Relations, Deferred Compensation, Employee Benefits, Recruiting, Personnel Management, Microsoft Excel, Organizational..., Succession Planning, Benefits Administration, Policy, Customer Service, Employment Law, 401k
Education
Lehigh University 1964 — 1968
E*Trade Financial May 2008 - January 2009
Bethlehem Steel Corporation 1968 - 2001
Skills
Onboarding, Performance Management, Employee Relations, Deferred Compensation, Employee Benefits, Recruiting, Personnel Management, Microsoft Excel, Organizational..., Succession Planning, Benefits Administration, Policy, Customer Service, Employment Law, 401k
Education
Lehigh University 1964 — 1968
Donnie Balenger's E*TRADE Financial Experience March 2007 - Present
Job Financial Consultant at E*TRADE.
Industry Financial Services
Experience
E*Trade Financial March 2007 - Present
Morgan Stanley 2002 - 2005
Skills
Investments, Portfolio Management, Series 7, Financial Planning, Risk Management, Financial Analysis, Management, Customer Service, Wealth Management, Securities
Education
Kennesaw State University - Michael J. Coles College of Business 2000 — 2005
Bachelor of Business Administration (BBA), Finance and Economics
E*Trade Financial March 2007 - Present
Morgan Stanley 2002 - 2005
Skills
Investments, Portfolio Management, Series 7, Financial Planning, Risk Management, Financial Analysis, Management, Customer Service, Wealth Management, Securities
Education
Kennesaw State University - Michael J. Coles College of Business 2000 — 2005
Bachelor of Business Administration (BBA), Finance and Economics
Eric C. Williams's E*TRADE Financial Experience May 2000 - October 2009
Job Retired
Industry Investment Management
Experience
IKEA Group March 2015 - Present
IKEA Group April 2014 - March 2015
Kimpton Hotels & Restaurants November 2012 - March 2014
The Eat Good Food Group October 2011 - November 2012
CapTech October 2009 - January 2011
E*TRADE Financial May 2000 - October 2009
Ernst & Young September 1995 - May 2000
Skills
Fine Dining, Food Service Operations, Food Service Sanitation, Menu Development, Culinary Skills, Banquets, Vendor Management, Business Analysis, Project Management, Financial Services, Customer Service, Analytics, Business Process..., Strategy
Education
L'Academie de Cuisine 2011 — 2012
Honors Graduate and President's Award Recipient, Culinary Arts/Chef Training
University of Virginia
BS, Commerce (Management Information Systems)
IKEA Group March 2015 - Present
IKEA Group April 2014 - March 2015
Kimpton Hotels & Restaurants November 2012 - March 2014
The Eat Good Food Group October 2011 - November 2012
CapTech October 2009 - January 2011
E*TRADE Financial May 2000 - October 2009
Ernst & Young September 1995 - May 2000
Skills
Fine Dining, Food Service Operations, Food Service Sanitation, Menu Development, Culinary Skills, Banquets, Vendor Management, Business Analysis, Project Management, Financial Services, Customer Service, Analytics, Business Process..., Strategy
Education
L'Academie de Cuisine 2011 — 2012
Honors Graduate and President's Award Recipient, Culinary Arts/Chef Training
University of Virginia
BS, Commerce (Management Information Systems)
Heike Bergeron's E*TRADE Financial Experience April 2007 - April 2013
Job Accounting Manager at K12, Inc.
Industry E-Learning
Experience
K12 April 2013 - Present
E*TRADE Financial April 2007 - April 2013
Republic Services Inc/AAA Recycling & Trash November 2005 - April 2007
Sunrise Senior Living June 2003 - November 2005
Skills
Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Financial Services, Financial Accounting, Accounting, Cash Management, Internal Controls, PeopleSoft, Budgets, Banking, SEC filings, Mergers & Acquisitions, US GAAP, Process Improvement, Fixed Assets, Financial Statements, Payroll, Tax, Account Reconciliation, SEC Filings
Education
Loyola University Chicago 1990 — 1994
K12 April 2013 - Present
E*TRADE Financial April 2007 - April 2013
Republic Services Inc/AAA Recycling & Trash November 2005 - April 2007
Sunrise Senior Living June 2003 - November 2005
Skills
Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Financial Services, Financial Accounting, Accounting, Cash Management, Internal Controls, PeopleSoft, Budgets, Banking, SEC filings, Mergers & Acquisitions, US GAAP, Process Improvement, Fixed Assets, Financial Statements, Payroll, Tax, Account Reconciliation, SEC Filings
Education
Loyola University Chicago 1990 — 1994
Sara Rosenblatt's E*TRADE Financial Experience October 2004 - January 2011
Job VP, Digital Experience at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds January 2011 - Present
E*Trade Financial October 2004 - January 2011
JPMorgan Chase January 1999 - October 2004
Citibank July 1997 - January 1999
Skills
Integrated Marketing, Direct Marketing, Segmentation, Multi-channel Marketing, Strategic Partnerships, Marketing Strategy, Relationship Management, CRM, Competitive Analysis, Lead Generation, Analytics, Business Development, Product Marketing, Cross-functional Team..., Customer Experience, Customer Acquisition, Social Media, Digital Marketing, Asset Management, Mutual Funds
Education
Lehigh University 1993 — 1997
Bachelor of Arts (B.A.), International Business
Westfield High School 1989 — 1993
OppenheimerFunds January 2011 - Present
E*Trade Financial October 2004 - January 2011
JPMorgan Chase January 1999 - October 2004
Citibank July 1997 - January 1999
Skills
Integrated Marketing, Direct Marketing, Segmentation, Multi-channel Marketing, Strategic Partnerships, Marketing Strategy, Relationship Management, CRM, Competitive Analysis, Lead Generation, Analytics, Business Development, Product Marketing, Cross-functional Team..., Customer Experience, Customer Acquisition, Social Media, Digital Marketing, Asset Management, Mutual Funds
Education
Lehigh University 1993 — 1997
Bachelor of Arts (B.A.), International Business
Westfield High School 1989 — 1993
Sambou Makalou's E*TRADE Financial Experience March 2004 - August 2005
Job VP, West Accounts at Nanigans
Industry Internet
Experience
Nanigans July 2012 - Present
Spotflag, Inc. June 2010 - July 2012
Yahoo! November 2008 - June 2010
Redwood Trust August 2005 - June 2008
E*TRADE Financial March 2004 - August 2005
Rising Data Solutions June 2001 - February 2004
Ernst & Young July 1994 - July 1998
Skills
Product Development, Market Research, Product Marketing, Mobile Internet, Consumer Internet, Facebook API, Fundraising, Start-ups, Team Building, Online Branding, Entrepreneurship, Mobile Applications, Location Based Services, International Business, MBA, Venture Financing, Angel Investing, Social Media, User Experience, Data Analysis, Competitive Analysis, Sales Management, Customer Service, Call Center, IT Outsourcing, Outsourcing, New Business Development, Economic Development, Management Consulting, Concensus Building, Problem Solving, User Interface Design, Microstrategy, Agile Project Management, Excel, DSP, Ad Networks, Business Strategy, Mobile Devices, Management
Education
Stanford University Graduate School of Business 1998 — 2000
MBA
Massachusetts Institute of Technology 1990 — 1994
BS, Mechanical Engineering
Nanigans July 2012 - Present
Spotflag, Inc. June 2010 - July 2012
Yahoo! November 2008 - June 2010
Redwood Trust August 2005 - June 2008
E*TRADE Financial March 2004 - August 2005
Rising Data Solutions June 2001 - February 2004
Ernst & Young July 1994 - July 1998
Skills
Product Development, Market Research, Product Marketing, Mobile Internet, Consumer Internet, Facebook API, Fundraising, Start-ups, Team Building, Online Branding, Entrepreneurship, Mobile Applications, Location Based Services, International Business, MBA, Venture Financing, Angel Investing, Social Media, User Experience, Data Analysis, Competitive Analysis, Sales Management, Customer Service, Call Center, IT Outsourcing, Outsourcing, New Business Development, Economic Development, Management Consulting, Concensus Building, Problem Solving, User Interface Design, Microstrategy, Agile Project Management, Excel, DSP, Ad Networks, Business Strategy, Mobile Devices, Management
Education
Stanford University Graduate School of Business 1998 — 2000
MBA
Massachusetts Institute of Technology 1990 — 1994
BS, Mechanical Engineering
Jeffrey Dalto's E*TRADE Financial Experience August 2001 - April 2002
Job Instructional Designer and ELearning Developer
Industry E-Learning
Experience
Convergence Training August 2012 - Present
Convergence Training September 2007 - August 2012
Morrison Media (formerly Mometrix) July 2008 - December 2010
Apex Learning January 2006 - June 2010
Amazon March 2005 - June 2008
State of Hawaii Department of Health May 2006 - September 2006
Science A to Z June 2005 - January 2006
Pharmaceutical Research Associates December 2003 - June 2005
Las Olas Surf Safaris August 2002 - October 2002
E*TRADE Financial August 2001 - April 2002
Skills
Editing, Training, E-Learning, Learning Management, Graphic Design, Technical Writing, Social Networking, Captivate, Instructional Design, Articulate Studio, Blogging, Writing, Software Documentation, Social Media, OSHA, Training Leadership, Training Delivery, Training Videos, Education Software, Adobe Creative Suite, Narratology, Management, Learning Management..., Analysis, Project Management, Instructor-led Training, Camtasia, ADDIE, Leadership, Blended Learning, Lectora, SCORM, Flash, Needs Analysis, Mobile Learning, Curriculum Design, Social Learning, SnagIt, Adult Learning Theory, Educational Technology, Adult Education, Distance Learning, Content Development, Multimedia, Storyboarding, Job Aids, Technical Training, Dreamweaver, Adobe Connect, Moodle
Education
Michigan State University 1984 — 1989
Bachelor of Arts (BA), English Language and Literature/Letters
Grosse Ile High School
Convergence Training August 2012 - Present
Convergence Training September 2007 - August 2012
Morrison Media (formerly Mometrix) July 2008 - December 2010
Apex Learning January 2006 - June 2010
Amazon March 2005 - June 2008
State of Hawaii Department of Health May 2006 - September 2006
Science A to Z June 2005 - January 2006
Pharmaceutical Research Associates December 2003 - June 2005
Las Olas Surf Safaris August 2002 - October 2002
E*TRADE Financial August 2001 - April 2002
Skills
Editing, Training, E-Learning, Learning Management, Graphic Design, Technical Writing, Social Networking, Captivate, Instructional Design, Articulate Studio, Blogging, Writing, Software Documentation, Social Media, OSHA, Training Leadership, Training Delivery, Training Videos, Education Software, Adobe Creative Suite, Narratology, Management, Learning Management..., Analysis, Project Management, Instructor-led Training, Camtasia, ADDIE, Leadership, Blended Learning, Lectora, SCORM, Flash, Needs Analysis, Mobile Learning, Curriculum Design, Social Learning, SnagIt, Adult Learning Theory, Educational Technology, Adult Education, Distance Learning, Content Development, Multimedia, Storyboarding, Job Aids, Technical Training, Dreamweaver, Adobe Connect, Moodle
Education
Michigan State University 1984 — 1989
Bachelor of Arts (BA), English Language and Literature/Letters
Grosse Ile High School
Paul Magee's E*TRADE Financial Experience December 2010 - Present
Job Senior Application Support/ Unix Administration at E*TRADE Financial
Industry Banking
Experience
E*TRADE Financial December 2010 - Present
Fiserv 2003 - November 2010
Marconi 1997 - 2003
Marconi 1994 - 1997
Marconi 1988 - 1994
Marconi 1986 - 1988
Skills
Solaris, Unix, VMware, Red Hat Linux, Apache, Operating Systems, Weblogic, Servers, Troubleshooting, Oracle, High Availability, Tomcat, ITIL, Disaster Recovery, TCP/IP
Education
University of Central Lancashire 1988 — 1993
BSc(Hons), Computer Science and Electronics
Liverpool John Moores University 1986 — 1988
Higher National Diploma, Telecommunications Engineering
E*TRADE Financial December 2010 - Present
Fiserv 2003 - November 2010
Marconi 1997 - 2003
Marconi 1994 - 1997
Marconi 1988 - 1994
Marconi 1986 - 1988
Skills
Solaris, Unix, VMware, Red Hat Linux, Apache, Operating Systems, Weblogic, Servers, Troubleshooting, Oracle, High Availability, Tomcat, ITIL, Disaster Recovery, TCP/IP
Education
University of Central Lancashire 1988 — 1993
BSc(Hons), Computer Science and Electronics
Liverpool John Moores University 1986 — 1988
Higher National Diploma, Telecommunications Engineering
Fabian Clarke's E*TRADE Financial Experience April 2006 - Present
Job Financial Analyst at Coca Cola
Industry Financial Services
Experience
The Coca-Cola Company January 2010 - Present
E*TRADE Financial April 2006 - Present
Missouri State University August 2004 - December 2005
Waffle House January 2004 - August 2004
Education
Missouri State University 2004 — 2005
MBA, Finance
Livingstone College 2000 — 2003
BS, Computer Information System
The Coca-Cola Company January 2010 - Present
E*TRADE Financial April 2006 - Present
Missouri State University August 2004 - December 2005
Waffle House January 2004 - August 2004
Education
Missouri State University 2004 — 2005
MBA, Finance
Livingstone College 2000 — 2003
BS, Computer Information System
Craig Kotash's E*TRADE Financial Experience May 2008 - July 2009
Job Branch Supervisory/Compliance at Aegis Capital
Industry Financial Services
Experience
Aegis Capital July 2010 - Present
E*TRADE Financial May 2008 - July 2009
Morgan Stanley Investment Management 2002 - 2008
NDB 1998 - 2001
Sportsphone 1992 - 1998
Skills
Securities, Process Improvement, Equities, Mutual Funds, Series 63, Series 7, Leadership, Series 24
Education
Manhattan College 1990 — 1993
Aegis Capital July 2010 - Present
E*TRADE Financial May 2008 - July 2009
Morgan Stanley Investment Management 2002 - 2008
NDB 1998 - 2001
Sportsphone 1992 - 1998
Skills
Securities, Process Improvement, Equities, Mutual Funds, Series 63, Series 7, Leadership, Series 24
Education
Manhattan College 1990 — 1993
Alison Guarino's E*TRADE Financial Experience March 2009 - April 2010
Job HR Generalist/Recruiter at Aperture Group, LLC
Industry Human Resources
Experience
Aperture Group, LLC August 2014 - Present
SmithBucklin January 2014 - August 2014
SmithBucklin September 2012 - December 2013
The LaSalle Network @ Huron Consulting Group April 2012 - September 2012
Citadel LLC March 2011 - March 2012
Global Employment Solutions at Citadel June 2010 - March 2011
E*TRADE Financial March 2009 - April 2010
E*TRADE Financial October 2006 - March 2009
E*TRADE Financial June 2005 - October 2006
Request Technology December 2004 - May 2005
Skills
HRIS, Performance Management, Employment Law, Benefits Administration, Onboarding, Employee Relations, Human Resources, Recruiting, New Hire Orientations, HR Policies, Deferred Compensation, Employee Benefits, Interviews, Payroll, Screening, FMLA, Job Descriptions
Education
Lewis University 2000 — 2004
BA, Human Resource Management and Psychology
Montini Catholic 1996 — 2000
Aperture Group, LLC August 2014 - Present
SmithBucklin January 2014 - August 2014
SmithBucklin September 2012 - December 2013
The LaSalle Network @ Huron Consulting Group April 2012 - September 2012
Citadel LLC March 2011 - March 2012
Global Employment Solutions at Citadel June 2010 - March 2011
E*TRADE Financial March 2009 - April 2010
E*TRADE Financial October 2006 - March 2009
E*TRADE Financial June 2005 - October 2006
Request Technology December 2004 - May 2005
Skills
HRIS, Performance Management, Employment Law, Benefits Administration, Onboarding, Employee Relations, Human Resources, Recruiting, New Hire Orientations, HR Policies, Deferred Compensation, Employee Benefits, Interviews, Payroll, Screening, FMLA, Job Descriptions
Education
Lewis University 2000 — 2004
BA, Human Resource Management and Psychology
Montini Catholic 1996 — 2000
Seshagiri Rao's E*TRADE Financial Experience November 2006 - July 2009
Job AVP at Barclays Capital
Industry Financial Services
Experience
Barclays Capital August 2009 - Present
E*TRADE Financial November 2006 - July 2009
Bear Stearns April 2006 - November 2006
Dennemeyer & Co. 2005 - 2006
Hewlett-Packard 2004 - June 2005
Nous Infosystems 2002 - 2004
Education
Madurai Kamaraj University 1999 — 2002
Barclays Capital August 2009 - Present
E*TRADE Financial November 2006 - July 2009
Bear Stearns April 2006 - November 2006
Dennemeyer & Co. 2005 - 2006
Hewlett-Packard 2004 - June 2005
Nous Infosystems 2002 - 2004
Education
Madurai Kamaraj University 1999 — 2002
Brent Cohen's E*TRADE Financial Experience October 2012 - September 2014
Job Financial Consultant E*Trade Financial
Industry Banking
Experience
E*TRADE Financial Corporation September 2014 - Present
E*TRADE Financial October 2012 - September 2014
SunTrust Bank June 2011 - October 2012
MiLend Inc May 2010 - 2011
SunTrust Bank November 2007 - May 2010
Kennesaw State University 2004 - 2009
Guaranty Bank FSB April 2007 - November 2007
Education
Kennesaw State University - Michael J. Coles College of Business 2004 — 2009
Finance, Finance/accounting
E*TRADE Financial Corporation September 2014 - Present
E*TRADE Financial October 2012 - September 2014
SunTrust Bank June 2011 - October 2012
MiLend Inc May 2010 - 2011
SunTrust Bank November 2007 - May 2010
Kennesaw State University 2004 - 2009
Guaranty Bank FSB April 2007 - November 2007
Education
Kennesaw State University - Michael J. Coles College of Business 2004 — 2009
Finance, Finance/accounting
Frantz Joazard, CEP's E*TRADE Financial Experience November 2006 - May 2012
Job Client Service Manager at Etrade Financial, Corporate Services Group
Industry Financial Services
Experience
Etrade Financial, Corporate Services Group May 2012 - Present
E*TRADE Financial November 2006 - May 2012
TD Waterhouse 2004 - 2006
Primerica Financial Services 2002 - 2004
Skills
Internal Communications, Human Relations, Organizational, Series 63, Series 7, Equities, Securities, Financial Services, Options, Stocks, Credit, Banking, Restricted Stock, Investments, Strategic Financial...
Education
LIU Brooklyn
B.S, Business Management
Etrade Financial, Corporate Services Group May 2012 - Present
E*TRADE Financial November 2006 - May 2012
TD Waterhouse 2004 - 2006
Primerica Financial Services 2002 - 2004
Skills
Internal Communications, Human Relations, Organizational, Series 63, Series 7, Equities, Securities, Financial Services, Options, Stocks, Credit, Banking, Restricted Stock, Investments, Strategic Financial...
Education
LIU Brooklyn
B.S, Business Management
Daman Cuzmanes's E*TRADE Financial Experience August 2003 - May 2008
Job Charles River Development
Industry Financial Services
Experience
Charles River Developement July 2011 - Present
Bank Of America May 2008 - March 2013
E*Trade Financial August 2003 - May 2008
Deustche Bank August 2000 - August 2003
Skills
Asset Management, Bloomberg, Capital Markets, Credit, Fixed Income, Investments, Portfolio Management, Series 7, Financial Modeling, Bonds, Derivatives, Options, Financial Services, Equities, Hedge Funds
Education
Lehigh University 1996 — 2000
Bacholers Of Science, Finance
Charles River Developement July 2011 - Present
Bank Of America May 2008 - March 2013
E*Trade Financial August 2003 - May 2008
Deustche Bank August 2000 - August 2003
Skills
Asset Management, Bloomberg, Capital Markets, Credit, Fixed Income, Investments, Portfolio Management, Series 7, Financial Modeling, Bonds, Derivatives, Options, Financial Services, Equities, Hedge Funds
Education
Lehigh University 1996 — 2000
Bacholers Of Science, Finance
Richard E. Willimon's E*TRADE Financial Experience July 2009 - Present
Job E*TRADE
Industry Financial Services
Experience
E*TRADE Financial July 2009 - Present
Smith Barney 2006 - 2008
Communications & Electronics Inc 1996 - 2003
Skills
FINRA, Finance, Uniform Combined State..., Strategic Planning, Series 7, Risk Management, Strategic Financial..., Team Building, 401k, Trading, Fixed Annuities, Banking, Investments, Wealth, Business Development, Sales Management, ETFs, Leadership, Financial Planners, Business Analysis, Investment Management, Investment Strategies, Retirement Savings, Account Management, Forecasting, Insurance, Stock Market, New Business Development, Microsoft Excel, Strategy, Mutual Funds, Financial Markets, Stock Trading, Equity Derivatives, Equities, Investment Advisory, Bonds, Wealth Management, Two-way Radio, RF design, Day Trading, Bond Markets, Unified Managed Accounts, Separately Managed..., Amateur Radio Operator, Severe Weather, Stocks, Equity Trading, Options Strategies, Trading Strategies
Education
LaGrange College 1984 — 1996
BA, Business Admin
Mercer University 1984 — 1996
E*TRADE Financial July 2009 - Present
Smith Barney 2006 - 2008
Communications & Electronics Inc 1996 - 2003
Skills
FINRA, Finance, Uniform Combined State..., Strategic Planning, Series 7, Risk Management, Strategic Financial..., Team Building, 401k, Trading, Fixed Annuities, Banking, Investments, Wealth, Business Development, Sales Management, ETFs, Leadership, Financial Planners, Business Analysis, Investment Management, Investment Strategies, Retirement Savings, Account Management, Forecasting, Insurance, Stock Market, New Business Development, Microsoft Excel, Strategy, Mutual Funds, Financial Markets, Stock Trading, Equity Derivatives, Equities, Investment Advisory, Bonds, Wealth Management, Two-way Radio, RF design, Day Trading, Bond Markets, Unified Managed Accounts, Separately Managed..., Amateur Radio Operator, Severe Weather, Stocks, Equity Trading, Options Strategies, Trading Strategies
Education
LaGrange College 1984 — 1996
BA, Business Admin
Mercer University 1984 — 1996
Pedro Cleveland's E*TRADE Financial Experience 2006 - 2008
Job Financial Services Account Specialist II at RR Donnelley
Industry Financial Services
Experience
RR Donnelley 2014 - Present
Doctors Diet Program 2010 - 2014
Merrill Lynch 2008 - 2009
E*TRADE Financial 2006 - 2008
The Network 2004 - 2006
WFS Financial 2003 - 2004
Bowne 1999 - 2003
SunTrust Bank 1998 - 1999
Skills
Business Strategy, New Business Development, Business Development, Sales Management, Financial Services, Sales, Business Planning, Management, CRM, Marketing, Marketing Strategy
Education
Louisiana State University 1992 — 1996
Bachelor's degree, Psychology
RR Donnelley 2014 - Present
Doctors Diet Program 2010 - 2014
Merrill Lynch 2008 - 2009
E*TRADE Financial 2006 - 2008
The Network 2004 - 2006
WFS Financial 2003 - 2004
Bowne 1999 - 2003
SunTrust Bank 1998 - 1999
Skills
Business Strategy, New Business Development, Business Development, Sales Management, Financial Services, Sales, Business Planning, Management, CRM, Marketing, Marketing Strategy
Education
Louisiana State University 1992 — 1996
Bachelor's degree, Psychology
Robert Waits , CAMS's E*TRADE Financial Experience June 2000 - August 2008
Job Operations Manager at The Strategic Financial Alliance
Industry Financial Services
Experience
The Strategic Financial Alliance July 2012 - Present
Self Employed September 2008 - August 2012
ETrade Financial June 2000 - August 2008
Interstate Johnson Lane 1986 - 2000
Oppenheimer & Company 1984 - 1986
A G Becker 1978 - 1984
Merrill Lynch 1972 - 1978
Skills
Series 7, Series 24, Mutual Funds, Policy, Securities, Financial Services, Risk Management, FINRA, Operations Management
Education
Minnesota School of Business 1971 — 1972
Business
Normandale Community College 1970 — 1971
Education
The Strategic Financial Alliance July 2012 - Present
Self Employed September 2008 - August 2012
ETrade Financial June 2000 - August 2008
Interstate Johnson Lane 1986 - 2000
Oppenheimer & Company 1984 - 1986
A G Becker 1978 - 1984
Merrill Lynch 1972 - 1978
Skills
Series 7, Series 24, Mutual Funds, Policy, Securities, Financial Services, Risk Management, FINRA, Operations Management
Education
Minnesota School of Business 1971 — 1972
Business
Normandale Community College 1970 — 1971
Education
Clara Teague-Thurman's E*TRADE Financial Experience April 2006 - December 2009
Job Human Resources Associate
Industry Higher Education
Experience
Wayne County Community College District November 2010 - Present
Clara Teague Thurman February 2008 - Present
E*TRADE Financial April 2006 - December 2009
National City Bank June 1985 - April 2006
Skills
Applicant Tracking..., Onboarding, FMLA, Employee Relations, Employee Benefits, Benefits Administration, Human Resources, HRIS, New Hire Orientations, HR Policies, Background Checks, Conflict Resolution, Screening, Management, Organizational..., Leadership, Customer Service, Training
Education
Marygrove College
MA, Human Resources Management
University of Detroit Mercy
BA, Human Services
Wayne County Community College District November 2010 - Present
Clara Teague Thurman February 2008 - Present
E*TRADE Financial April 2006 - December 2009
National City Bank June 1985 - April 2006
Skills
Applicant Tracking..., Onboarding, FMLA, Employee Relations, Employee Benefits, Benefits Administration, Human Resources, HRIS, New Hire Orientations, HR Policies, Background Checks, Conflict Resolution, Screening, Management, Organizational..., Leadership, Customer Service, Training
Education
Marygrove College
MA, Human Resources Management
University of Detroit Mercy
BA, Human Services
James Beatty's E*TRADE Financial Experience February 2013 - Present
Job Quantitative Analyst at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial February 2013 - Present
E*TRADE January 2011 - Present
Pepco Energy Services February 2007 - January 2011
BB&T May 2006 - February 2007
Skills
Financial Modeling, Risk Management, Financial Analysis, Financial Risk, Finance, Derivatives, Valuation, Capital Markets, Market Risk, Trading
Education
New York University, Stern School of Business 2012 — 2013
Master of Science (M.S.), Risk Management
Massachusetts Institute of Technology 2001 — 2005
Bachelor of Science in Management Science, Finance
E*TRADE Financial February 2013 - Present
E*TRADE January 2011 - Present
Pepco Energy Services February 2007 - January 2011
BB&T May 2006 - February 2007
Skills
Financial Modeling, Risk Management, Financial Analysis, Financial Risk, Finance, Derivatives, Valuation, Capital Markets, Market Risk, Trading
Education
New York University, Stern School of Business 2012 — 2013
Master of Science (M.S.), Risk Management
Massachusetts Institute of Technology 2001 — 2005
Bachelor of Science in Management Science, Finance
Kelly Barar Keeler's E*TRADE Financial Experience December 2013 - Present
Job Senior Access Control Specialist
Industry Information Services
Experience
E*TRADE Financial December 2013 - Present
Gwinnett Medical Center June 2011 - December 2013
Gwinnett Medical Center January 2010 - June 2011
Alexian Brothers Health System October 2008 - February 2010
U.S. Government Accountability Office April 2005 - October 2008
Skills
Data Analysis, Policy Analysis, HIPAA, Privacy Compliance, Information Security, Project Management, Policy, Security Policy, Software Documentation
Education
Mississippi State University 2002 — 2004
MPPA, Public Policy and Administration
Mississippi State University 1997 — 2001
BA, Political Science
Corinth High School
E*TRADE Financial December 2013 - Present
Gwinnett Medical Center June 2011 - December 2013
Gwinnett Medical Center January 2010 - June 2011
Alexian Brothers Health System October 2008 - February 2010
U.S. Government Accountability Office April 2005 - October 2008
Skills
Data Analysis, Policy Analysis, HIPAA, Privacy Compliance, Information Security, Project Management, Policy, Security Policy, Software Documentation
Education
Mississippi State University 2002 — 2004
MPPA, Public Policy and Administration
Mississippi State University 1997 — 2001
BA, Political Science
Corinth High School
Jegan Velappan's E*TRADE Financial Experience 2005 - 2007
Job Senior Data Scientist at PayPal
Industry Information Technology and Services
Experience
PayPal July 2015 - Present
eBay Inc December 2013 - July 2015
PayPal May 2013 - December 2013
CTS February 2005 - December 2013
PayPal March 2013 - April 2013
eBay June 2012 - February 2013
Genentech July 2011 - May 2012
Actelion June 2011 - September 2011
Amgen September 2007 - May 2011
E*TRADE Financial 2005 - 2007
Skills
Business Intelligence, Data Warehouse..., Tableau, Python, R Programming, Web Scraping, Social Media Tracking, Hive, Apache Pig, Hadoop, Oracle, PL/SQL, Data Modeling, Agile Methodologies, Project Management, Software Project..., Business Requirements
Education
Manonmaniam Sundaranar University 1996 — 2000
B.E, Electronica ad Communication
None
PayPal July 2015 - Present
eBay Inc December 2013 - July 2015
PayPal May 2013 - December 2013
CTS February 2005 - December 2013
PayPal March 2013 - April 2013
eBay June 2012 - February 2013
Genentech July 2011 - May 2012
Actelion June 2011 - September 2011
Amgen September 2007 - May 2011
E*TRADE Financial 2005 - 2007
Skills
Business Intelligence, Data Warehouse..., Tableau, Python, R Programming, Web Scraping, Social Media Tracking, Hive, Apache Pig, Hadoop, Oracle, PL/SQL, Data Modeling, Agile Methodologies, Project Management, Software Project..., Business Requirements
Education
Manonmaniam Sundaranar University 1996 — 2000
B.E, Electronica ad Communication
None
Kevin Hearn's E*TRADE Financial Experience October 2011 - October 2013
Job Ops Support Analyst for PFS Investments, inc
Industry Financial Services
Experience
PFS Investments January 2015 - Present
E*TRADE Financial Corporation October 2013 - December 2014
E*TRADE Financial October 2011 - October 2013
E*TRADE Financial October 2009 - October 2011
E*TRADE Financial January 2009 - October 2009
EMERGYS CORPORATION October 2007 - May 2008
Atlanta Binding and Graphics August 2001 - October 2007
Skills
Series 7, Series 63, FINRA, Securities, Insurance
Education
Kennesaw State University
PFS Investments January 2015 - Present
E*TRADE Financial Corporation October 2013 - December 2014
E*TRADE Financial October 2011 - October 2013
E*TRADE Financial October 2009 - October 2011
E*TRADE Financial January 2009 - October 2009
EMERGYS CORPORATION October 2007 - May 2008
Atlanta Binding and Graphics August 2001 - October 2007
Skills
Series 7, Series 63, FINRA, Securities, Insurance
Education
Kennesaw State University
Donald Klein's E*TRADE Financial Experience July 2007 - February 2009
Job Director, Retail Derivatives at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial July 2007 - February 2009
MEB Options, Inc. 2002 - 2005
Lehman Brothers, Inc. 1978 - 2002
Skills
Trading Systems, Electronic Trading
Education
Lake Forest College 1970 — 1972
BA
E*TRADE Financial July 2007 - February 2009
MEB Options, Inc. 2002 - 2005
Lehman Brothers, Inc. 1978 - 2002
Skills
Trading Systems, Electronic Trading
Education
Lake Forest College 1970 — 1972
BA
Carole Lamb's E*TRADE Financial Experience February 2009 - March 2010
Job HR Business Partner at Fundtech
Industry Financial Services
Experience
Fundtech May 2014 - Present
Owl Creek Asset Management July 2013 - May 2014
Bloomberg March 2010 - July 2013
E*TRADE Financial February 2009 - March 2010
Morgan Stanley May 2005 - May 2008
Denihan Hospitality Group June 2002 - May 2005
Skills
Human Resources, Performance Management, PeopleSoft, Succession Planning, Employee Engagement, Deferred Compensation, Employee Relations, Financial Services, Interviews
Education
St. John's University, The Peter J. Tobin College of Business 2003 — 2004
MBA, Executive Management
Marist College 1998 — 2002
BS, Finance, Accounting
Fundtech May 2014 - Present
Owl Creek Asset Management July 2013 - May 2014
Bloomberg March 2010 - July 2013
E*TRADE Financial February 2009 - March 2010
Morgan Stanley May 2005 - May 2008
Denihan Hospitality Group June 2002 - May 2005
Skills
Human Resources, Performance Management, PeopleSoft, Succession Planning, Employee Engagement, Deferred Compensation, Employee Relations, Financial Services, Interviews
Education
St. John's University, The Peter J. Tobin College of Business 2003 — 2004
MBA, Executive Management
Marist College 1998 — 2002
BS, Finance, Accounting
Christopher A. Patterson's E*TRADE Financial Experience February 2007 - December 2007
Job IBCM Fixed Income Compliance Officer at Wells Fargo
Industry Capital Markets
Experience
Wells Fargo April 2014 - Present
Wachovia, A Wells Fargo Company December 2007 - April 2014
E*TRADE Financial February 2007 - December 2007
U.S Bank January 2006 - February 2007
Wells Fargo Corp June 2006 - January 2007
Cincinnati Public Schools February 2004 - June 2006
Primerica June 2002 - June 2005
Skills
Finance, Series 7, Fixed Income, Series 63, Management, Equities, Investments, CRM, Banking, Asset Management, Analysis, Financial Services, Securities, Portfolio Management, Derivatives, Capital Markets, Investment Banking
Education
Kent State University 1997 — 2001
Bachelor of Science, Finance
Wells Fargo April 2014 - Present
Wachovia, A Wells Fargo Company December 2007 - April 2014
E*TRADE Financial February 2007 - December 2007
U.S Bank January 2006 - February 2007
Wells Fargo Corp June 2006 - January 2007
Cincinnati Public Schools February 2004 - June 2006
Primerica June 2002 - June 2005
Skills
Finance, Series 7, Fixed Income, Series 63, Management, Equities, Investments, CRM, Banking, Asset Management, Analysis, Financial Services, Securities, Portfolio Management, Derivatives, Capital Markets, Investment Banking
Education
Kent State University 1997 — 2001
Bachelor of Science, Finance
Pete Goodman's E*TRADE Financial Experience January 1998 - February 2014
Job International Equities Trader at G1 Execution Services
Industry Financial Services
Experience
G1 Execution Services January 1998 - Present
E*TRADE Financial January 1998 - February 2014
Skills
Series 7, Equities, Financial Services, Investments, Portfolio Management, Series 63, Securities, Risk Management, Trading, Financial Analysis, Relationship Management, Derivatives, Business Analysis, Trading Systems, Financial Markets
Education
Loyola University Chicago 1992 — 1996
G1 Execution Services January 1998 - Present
E*TRADE Financial January 1998 - February 2014
Skills
Series 7, Equities, Financial Services, Investments, Portfolio Management, Series 63, Securities, Risk Management, Trading, Financial Analysis, Relationship Management, Derivatives, Business Analysis, Trading Systems, Financial Markets
Education
Loyola University Chicago 1992 — 1996
Gregory Ewing's E*TRADE Financial Experience February 2006 - July 2008
Job Head Equity Trader at J.P. Turner & Company
Industry Financial Services
Experience
J.P. Turner & Company April 2011 - Present
The Caffey & Campanella Investment Group December 2009 - September 2010
Forest Laboratories August 2008 - November 2009
E*TRADE Financial February 2006 - July 2008
American Express March 1999 - August 2005
Skills
Equities, Options, Trading, Marketing, Account Management, Customer Service, Portfolio Management, Negotiation, Series 7, Team Building, Project Management, Microsoft Office, Strategic Partnerships, Commodity Markets
Education
Marquette University 1983 — 1987
Business Administration, Marketing
J.P. Turner & Company April 2011 - Present
The Caffey & Campanella Investment Group December 2009 - September 2010
Forest Laboratories August 2008 - November 2009
E*TRADE Financial February 2006 - July 2008
American Express March 1999 - August 2005
Skills
Equities, Options, Trading, Marketing, Account Management, Customer Service, Portfolio Management, Negotiation, Series 7, Team Building, Project Management, Microsoft Office, Strategic Partnerships, Commodity Markets
Education
Marquette University 1983 — 1987
Business Administration, Marketing
Kevin Muir's E*TRADE Financial Experience August 2012 - Present
Job
Industry Financial Services
Experience
E*TRADE Financial August 2012 - Present
Daiwa Capital Markets May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Lynn University 2007 — 2012
Bachelor of Applied Science (BASc), Business Administration and Management, General
London South Bank University 2011 — 2011
E*TRADE Financial August 2012 - Present
Daiwa Capital Markets May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Lynn University 2007 — 2012
Bachelor of Applied Science (BASc), Business Administration and Management, General
London South Bank University 2011 — 2011
Imari Wright's E*TRADE Financial Experience January 2008 - July 2010
Job Senior Credit AnalystCommercial Banking at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2014 - Present
Wells Fargo Securities August 2010 - March 2014
E*TRADE Financial January 2008 - July 2010
Lenox Financial Mortgage January 2005 - January 2008
SunTrust Bank September 2003 - May 2004
Federal Home Loan Bank of Atlanta January 2000 - September 2003
Skills
Credit Risk, Investments, Financial Modeling, Credit Analysis, Credit, Loans, Series 7, Series 63, Underwriting, Financial Analysis, Corporate Finance, Banking, Commercial Banking
Education
Mercer University - Stetson School of Business and Economics 2010 — 2012
MBA
Morehouse College 1996 — 2000
BA, Economics
Wells Fargo March 2014 - Present
Wells Fargo Securities August 2010 - March 2014
E*TRADE Financial January 2008 - July 2010
Lenox Financial Mortgage January 2005 - January 2008
SunTrust Bank September 2003 - May 2004
Federal Home Loan Bank of Atlanta January 2000 - September 2003
Skills
Credit Risk, Investments, Financial Modeling, Credit Analysis, Credit, Loans, Series 7, Series 63, Underwriting, Financial Analysis, Corporate Finance, Banking, Commercial Banking
Education
Mercer University - Stetson School of Business and Economics 2010 — 2012
MBA
Morehouse College 1996 — 2000
BA, Economics
Brandon Weatherford's E*TRADE Financial Experience February 2010 - March 2013
Job Financial Solutions Advisor
Industry Financial Services
Experience
Bank of America Merrill Lynch November 2014 - Present
Scottrade November 2013 - November 2014
Huntington Bank March 2013 - November 2013
Etrade Financial February 2010 - March 2013
PNC Investments April 2008 - February 2010
National City Bank May 2003 - April 2008
Leonard & Co. Investment Brokers June 2001 - February 2003
MyStockFund Securities, LLC October 2000 - May 2001
MAVRICC 1994 - 2000
Skills
Financial & Operations..., General Securities..., General Securities..., Uniform Securities..., Uniform Combined State..., Michign Life Insurance..., Mutual Funds, Equities, Finance, Financial Advisory, Financial Services, Investments, Series 63, Series 7, Financial Planning, Securities
Education
Minnesota State University, Moorhead
BS, Finance, minor in Accounting
UND
Bank of America Merrill Lynch November 2014 - Present
Scottrade November 2013 - November 2014
Huntington Bank March 2013 - November 2013
Etrade Financial February 2010 - March 2013
PNC Investments April 2008 - February 2010
National City Bank May 2003 - April 2008
Leonard & Co. Investment Brokers June 2001 - February 2003
MyStockFund Securities, LLC October 2000 - May 2001
MAVRICC 1994 - 2000
Skills
Financial & Operations..., General Securities..., General Securities..., Uniform Securities..., Uniform Combined State..., Michign Life Insurance..., Mutual Funds, Equities, Finance, Financial Advisory, Financial Services, Investments, Series 63, Series 7, Financial Planning, Securities
Education
Minnesota State University, Moorhead
BS, Finance, minor in Accounting
UND
Cassandra Simon, MBA's E*TRADE Financial Experience November 2010 - January 2015
Job Lead Financial Analyst at E*TRADE Financial
Industry Internet
Experience
E*TRADE Financial November 2010 - January 2015
Audible, Inc. (an Amazon company) August 2008 - November 2010
JP Morgan Chase January 2006 - April 2008
Thomson Financial (now Thomson Reuters) July 2003 - August 2004
Johnson & Johnson May 2002 - January 2003
Skills
Financial Analysis, Data Analysis, Business Analysis, Finance, Forecasting, Analytics, Financial Reporting, Hyperion Enterprise, Strategic Financial..., Microsoft Excel, Process Improvement
Education
LIU Post 2004 — 2005
MBA, International Business
Rutgers, The State University of New Jersey-Newark 1999 — 2003
BS, Finance and Economics
E*TRADE Financial November 2010 - January 2015
Audible, Inc. (an Amazon company) August 2008 - November 2010
JP Morgan Chase January 2006 - April 2008
Thomson Financial (now Thomson Reuters) July 2003 - August 2004
Johnson & Johnson May 2002 - January 2003
Skills
Financial Analysis, Data Analysis, Business Analysis, Finance, Forecasting, Analytics, Financial Reporting, Hyperion Enterprise, Strategic Financial..., Microsoft Excel, Process Improvement
Education
LIU Post 2004 — 2005
MBA, International Business
Rutgers, The State University of New Jersey-Newark 1999 — 2003
BS, Finance and Economics
Naveed Lalani's E*TRADE Financial Experience April 2013 - March 2014
Job Investment Consultant at Scottrade
Industry Banking
Experience
Scottrade May 2014 - Present
E*TRADE Financial April 2013 - March 2014
Wells Fargo March 2011 - March 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, HTML, Public Speaking, Budgets, Financial Analysis, Analysis, Sales, Banking, Marketing, Insurance, Financial Services, Access, Credit, Finance, Risk Management, CRM, Leadership, Consumer Lending, Business Analysis, Strategic Planning, Teamwork, Investments, Portfolio Management, Financial Modeling, Process Improvement, Series 7, Financial Planning, Business Development, Relationship Management, Loans, Series 63, Mutual Funds, Credit Analysis, Financial Risk, Wealth Management
Education
Mercer University 2013 — 2015
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Mercer University - Stetson School of Business and Economics 2007 — 2011
Bachelor of Business Administration, Finance, General
Scottrade May 2014 - Present
E*TRADE Financial April 2013 - March 2014
Wells Fargo March 2011 - March 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, HTML, Public Speaking, Budgets, Financial Analysis, Analysis, Sales, Banking, Marketing, Insurance, Financial Services, Access, Credit, Finance, Risk Management, CRM, Leadership, Consumer Lending, Business Analysis, Strategic Planning, Teamwork, Investments, Portfolio Management, Financial Modeling, Process Improvement, Series 7, Financial Planning, Business Development, Relationship Management, Loans, Series 63, Mutual Funds, Credit Analysis, Financial Risk, Wealth Management
Education
Mercer University 2013 — 2015
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Mercer University - Stetson School of Business and Economics 2007 — 2011
Bachelor of Business Administration, Finance, General
Manikandan Balachandran's E*TRADE Financial Experience 2008 - 2013
Job Software Engineer at Cognizant Technology Solutions
Industry Outsourcing/Offshoring
Experience
Cognizant Technology Solutions September 2006 - Present
E*TRADE Financial 2008 - 2013
Changepond Technologies November 2003 - September 2006
Education
Madurai Kamaraj University 2000 — 2003
MCA, Computer Science
Madurai Kamaraj University 1997 — 2000
Bsc, Computer Science
Cognizant Technology Solutions September 2006 - Present
E*TRADE Financial 2008 - 2013
Changepond Technologies November 2003 - September 2006
Education
Madurai Kamaraj University 2000 — 2003
MCA, Computer Science
Madurai Kamaraj University 1997 — 2000
Bsc, Computer Science
Stephen Blinsinger's E*TRADE Financial Experience 2002 - 2004
Job Project Manager at Johnson Controls, Inc.
Industry Facilities Services
Experience
Johnson Controls December 2009 - Present
E*TRADE Financial 2002 - 2004
Morgan Stanley January 2000 - January 2002
Skills
Project Coordination, Energy Management, Customer Satisfaction, Building Automation, Program Management, Asset Managment, Construction, Energy Efficiency, Microsoft Office, Project Management, Strategic Planning, Project Planning, Management, Risk Management, Contract Management, Asset Management
Education
Marist College
BS, Environmental Science
Johnson Controls December 2009 - Present
E*TRADE Financial 2002 - 2004
Morgan Stanley January 2000 - January 2002
Skills
Project Coordination, Energy Management, Customer Satisfaction, Building Automation, Program Management, Asset Managment, Construction, Energy Efficiency, Microsoft Office, Project Management, Strategic Planning, Project Planning, Management, Risk Management, Contract Management, Asset Management
Education
Marist College
BS, Environmental Science
shifone moore's E*TRADE Financial Experience March 2005 - September 2007
Job Money Desk at LPL Financial
Industry Financial Services
Experience
LPL Financial March 2011 - Present
LPL Financial September 2007 - September 2011
E*TRADE Financial March 2005 - September 2007
The Vanguard Group October 2004 - March 2005
Spirit Telecom 1998 - 2004
Skills
Investments, Mutual Funds, Equities, Trading, Series 63, Fixed Income, Financial Services, Financial Advisory, FINRA, Wealth Management, CRM, Securities, Finance, Asset Allocation, Series 7, Trading Systems, Options, Leadership
Education
University of Phoenix
Master; MBA, Business Administration/Human Resource Management
Livingstone College
Bachelor of Science (BS), Business Administration
LPL Financial March 2011 - Present
LPL Financial September 2007 - September 2011
E*TRADE Financial March 2005 - September 2007
The Vanguard Group October 2004 - March 2005
Spirit Telecom 1998 - 2004
Skills
Investments, Mutual Funds, Equities, Trading, Series 63, Fixed Income, Financial Services, Financial Advisory, FINRA, Wealth Management, CRM, Securities, Finance, Asset Allocation, Series 7, Trading Systems, Options, Leadership
Education
University of Phoenix
Master; MBA, Business Administration/Human Resource Management
Livingstone College
Bachelor of Science (BS), Business Administration
STACY LOCKITT's E*TRADE Financial Experience August 1999 - June 2000
Job Special Agent at Postal Service Office of Inspector General
Industry Law Enforcement
Experience
US Postal Service Office of Inspector General May 2005 - Present
US Postal Inspection Service June 2002 - May 2005
State of Georgia June 2000 - June 2002
E*TRADE Financial August 1999 - June 2000
United States Postal Service October 1988 - August 1999
Skills
Criminal Investigations, Homeland Security, Enforcement, Fraud, Internal Investigations, Federal Law Enforcement, Private Investigations, Executive Protection, Surveillance, Protection, Security Management, Interrogation, Firearms, Emergency Management, Investigation, Background Checks, Counterterrorism, Security Operations, Criminal Justice, Police, Physical Security, Evidence
Education
Long Island University, C.W. Post Campus 1987 — 1991
BS, Management, Marketing
US Postal Service Office of Inspector General May 2005 - Present
US Postal Inspection Service June 2002 - May 2005
State of Georgia June 2000 - June 2002
E*TRADE Financial August 1999 - June 2000
United States Postal Service October 1988 - August 1999
Skills
Criminal Investigations, Homeland Security, Enforcement, Fraud, Internal Investigations, Federal Law Enforcement, Private Investigations, Executive Protection, Surveillance, Protection, Security Management, Interrogation, Firearms, Emergency Management, Investigation, Background Checks, Counterterrorism, Security Operations, Criminal Justice, Police, Physical Security, Evidence
Education
Long Island University, C.W. Post Campus 1987 — 1991
BS, Management, Marketing
Christopher Gramolini's E*TRADE Financial Experience May 2008 - October 2013
Job
Industry Financial Services
Experience
E*TRADE Financial May 2008 - October 2013
Wedbush Securities June 2005 - May 2008
Education
Mercy College 2003 — 2005
Business/Managerial Economics
State University of New York College at Plattsburgh 2001 — 2003
Economics/Finance
E*TRADE Financial May 2008 - October 2013
Wedbush Securities June 2005 - May 2008
Education
Mercy College 2003 — 2005
Business/Managerial Economics
State University of New York College at Plattsburgh 2001 — 2003
Economics/Finance
Alexander Giammarco's E*TRADE Financial Experience June 2010 - August 2010
Job Principal Consultant at Etherios
Industry Management Consulting
Experience
Etherios May 2015 - Present
Etherios June 2014 - May 2015
IBM July 2013 - March 2014
IBM August 2011 - June 2013
E*TRADE Financial June 2010 - August 2010
Skills
Econometrics, Financial Analysis, Economics, Financial Modeling, Business Strategy, Competitive Analysis, Research, Management Consulting, Valuation, Data Analysis, Analytics, Strategy, Market Research
Education
Middlebury College 2007 — 2011
BA, Economics
Xaverian Brothers High School 2003 — 2007
Etherios May 2015 - Present
Etherios June 2014 - May 2015
IBM July 2013 - March 2014
IBM August 2011 - June 2013
E*TRADE Financial June 2010 - August 2010
Skills
Econometrics, Financial Analysis, Economics, Financial Modeling, Business Strategy, Competitive Analysis, Research, Management Consulting, Valuation, Data Analysis, Analytics, Strategy, Market Research
Education
Middlebury College 2007 — 2011
BA, Economics
Xaverian Brothers High School 2003 — 2007
Jeremy Kolhagen's E*TRADE Financial Experience July 2008 - December 2009
Job Project Purchasing Buyer at General Motors
Industry Logistics and Supply Chain
Experience
General Motors June 2014 - Present
Howco Group September 2013 - May 2014
Arkema June 2011 - September 2013
E*TRADE Financial July 2008 - December 2009
Wells Fargo July 2007 - June 2008
Advanced Benefits, Wealth Outfitters & AG Edwards August 2006 - December 2006
Skills
Series 7, Series 63, Bloomberg Terminal, Microsoft Office, Data Analysis, Technical Analysis, Fundamental Research, Client Services, Client Retention, Client Relationship..., Client Engagement, Trading, Margin, Options, Options Pricing, Options Strategies, Banking, Banking Operations, Retail Banking, Conflict Resolution, Due Diligence, Research, Qualitative Research, Quantitative Research
Education
Loyola University of Chicago 2010 — 2011
MBA, Finance
Michigan State University 2004 — 2006
BA, Economics
General Motors June 2014 - Present
Howco Group September 2013 - May 2014
Arkema June 2011 - September 2013
E*TRADE Financial July 2008 - December 2009
Wells Fargo July 2007 - June 2008
Advanced Benefits, Wealth Outfitters & AG Edwards August 2006 - December 2006
Skills
Series 7, Series 63, Bloomberg Terminal, Microsoft Office, Data Analysis, Technical Analysis, Fundamental Research, Client Services, Client Retention, Client Relationship..., Client Engagement, Trading, Margin, Options, Options Pricing, Options Strategies, Banking, Banking Operations, Retail Banking, Conflict Resolution, Due Diligence, Research, Qualitative Research, Quantitative Research
Education
Loyola University of Chicago 2010 — 2011
MBA, Finance
Michigan State University 2004 — 2006
BA, Economics
Patrick Biggs's E*TRADE Financial Experience November 2010 - Present
Job Senior Broker at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial November 2010 - Present
Kennesaw State University June 2008 - August 2010
Education
Kennesaw State University - Michael J. Coles College of Business 2008 — 2010
Master of Business Administration (M.B.A.), Business Administration, Management and Operations, 3.6
The University of Georgia 2002 — 2006
Speech Communications, Speech Communication and Rhetoric, 3.0
E*TRADE Financial November 2010 - Present
Kennesaw State University June 2008 - August 2010
Education
Kennesaw State University - Michael J. Coles College of Business 2008 — 2010
Master of Business Administration (M.B.A.), Business Administration, Management and Operations, 3.6
The University of Georgia 2002 — 2006
Speech Communications, Speech Communication and Rhetoric, 3.0
Anu Monga's E*TRADE Financial Experience February 2014 - Present
Job Compliance Manager at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial February 2014 - Present
PayPal April 2013 - February 2014
Wells Fargo June 2011 - November 2012
Capital One October 1995 - June 2011
Skills
Financial Audits, Compliance, Operations Audit, Operations Management, Banking Solutions, Banking Law, AML, Credit, Credit Cards, Fraud, KYC, Operational Risk
Education
Kurukshetra University
Master's degree, English Literature
Kurukshetra University
Bachelor of Education (B.Ed.), Secondary Education and Teaching
Kurukshetra University
Bachelor's degree, Economics
E*TRADE Financial February 2014 - Present
PayPal April 2013 - February 2014
Wells Fargo June 2011 - November 2012
Capital One October 1995 - June 2011
Skills
Financial Audits, Compliance, Operations Audit, Operations Management, Banking Solutions, Banking Law, AML, Credit, Credit Cards, Fraud, KYC, Operational Risk
Education
Kurukshetra University
Master's degree, English Literature
Kurukshetra University
Bachelor of Education (B.Ed.), Secondary Education and Teaching
Kurukshetra University
Bachelor's degree, Economics
John Whiteside's E*TRADE Financial Experience January 2006 - February 2008
Job Business Development at Blue Sky MLS, Inc.
Industry Financial Services
Experience
Blue Sky MLS, Inc. July 2011 - Present
E*TRADE Financial January 2006 - February 2008
Skills
Paralegals
Education
Manhattan College 1980 — 1984
Bachelor of Science (BS), Economics
Blue Sky MLS, Inc. July 2011 - Present
E*TRADE Financial January 2006 - February 2008
Skills
Paralegals
Education
Manhattan College 1980 — 1984
Bachelor of Science (BS), Economics
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.