E*TRADE Financial

Industry: Financial services company

Description

E-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
Jason Finley Jason Finley Boise, Idaho Area Details
Jason Finley's E*TRADE Financial Experience January 2001 - April 2005
Job Agency Business Consultant
Industry Insurance
Experience
Corwin Insurance Group   August 2015 - Present
Altig - American Income Life Insurance Company  March 2015 - August 2015
Farmers Insurance  December 2013 - February 2015
Farmer Insurance  September 2014 - January 2015
Farmers Insurance  August 2011 - January 2014
Farmers Insurance & Financial Services  August 2009 - November 2011
Farmers Insurance & Financial Services   October 2005 - August 2009
E*TRADE Financial   January 2001 - April 2005
Agilent Technologies  March 1999 - January 2001

Skills
Renters, CRM, Selling Skills, Disability Insurance, Claim, Licensed Property, Property Damage, Sales Presentations, Flood Insurance, Building Relationships, Hiring, Series 7, Licensed Life, College Recruiting, Recruiting, Training, Whole Life, Commercial Lines, Liability, Homeowners, Health Insurance, Umbrella Insurance, Fixed Annuities, Life Insurance, Sales, Commercial Insurance, Casualty Insurance, Insurance, Customer Service, Team Building, Leadership, Small Business, Term Life Insurance, Property, Management, General Insurance, Marketing

Education
Sac State   2001 — 2003
Electrical Engineering, Electrical and Electronics Engineering

Sierra College   1999 — 2001
AAS, Applied Science

Sierra College   1999 — 2001
Associate of Science (A.S.), Industrial Electronics Technology/Technician

Kevin Nolle Kevin Nolle Tampa/St. Petersburg, Florida Area Details
Kevin Nolle's E*TRADE Financial Experience January 2014 - Present
Job Principal Telecom Engineer at E*TRADE Financial
Industry Telecommunications
Experience
E*TRADE Financial   January 2014 - Present
GTE Federal Credit Union  August 2010 - January 2014
E*TRADE Financial   January 2007 - August 2010
GTE Federal Credit Union  January 2005 - January 2007
Sykes  January 1999 - January 2005

Skills
VoIP, Cisco Call Manager, Cisco Technologies, Telecommunications, IVR, Unity, Call Management, Unified Communications, ICM, Call Routing, ACD, Cisco VoIP, Voice Mail, SIP, Cisco UCS, Contact Centers, Active Directory, Networking, Avaya, CCNA, Data Center, OSPF, VMware, Telephony, Avaya Communication..., Switches, Cisco IOS, Avaya IP Telephony, Firewalls, EIGRP, WAN, Network Architecture, LAN-WAN, System Deployment, VPN, Call Centers, CCNP, QoS, Routing, H.323, Integration, Routers, Cisco Wireless, Network Design, SIP Trunking, MPLS, TCP/IP, Cisco Nexus, Avaya Technologies

Education
St. Petersburg College   1998 — 1999

Marcia Merriweather Marcia Merriweather Sacramento, California Area Details
Marcia Merriweather's E*TRADE Financial Experience September 1999 - October 2005
Job Client Services at US Tax Lien
Industry Insurance
Experience
US Tax Lien Association   April 2013 - Present
Self Employed  February 2009 - May 2013
Sacramento Bee McClatchy Company   February 2009 - April 2013
Crump Life Insurance (formerly, BISYS)   June 2007 - September 2009
Intel Corporation  October 2005 - June 2007
E*TRADE Financial   September 1999 - October 2005
E*TRADE Financial   June 1996 - September 1999

Skills
Customer Service, Outlook, Microsoft Word, PowerPoint, Strategic Planning, Windows, Budgets, Research, Public Speaking, English, Negotiation, Team Building, Photoshop, HTML, Management, Administrative..., Marketing, Sales

Education
Southern Illinois University, Edwardsville

Will Hochradel Will Hochradel Greater Atlanta Area Details
Will Hochradel's E*TRADE Financial Experience April 2011 - March 2013
Job Solutions Architect for Sovereign Systems
Industry Information Technology and Services
Experience
Sovereign Systems  March 2013 - Present
E*TRADE Financial   April 2011 - March 2013
VMUG   October 2010 - August 2012
Asbury Automotive Group  July 2007 - April 2011
Northridge Systems  March 2006 - June 2007
Motorsports Authentics  May 2004 - March 2006

Skills
Virtualization, VMware ESX, VMware, Disaster Recovery, Data Center, Cisco Technologies, Powershell, NetApp, Storage, VMware Infrastructure, Citrix, vSphere, Windows Server, NetApp Filers, Server Architecture, Business Continuity, Solution Architecture, Infrastructure, Storage Area Networks, Cisco UCS, VMware vSphere, Solution Design, SAN, Cluster, Cloud Computing, Enterprise Software, Networking

Education
Southern Polytechnic State University

Lassiter High School

Elliott Dement Elliott Dement Atlanta, Georgia Details
Elliott Dement's E*TRADE Financial Experience June 2008 - July 2014
Job Seeking a new career path in Financial operations or Logistics
Industry Financial Services
Experience
Homeside Properties, Inc.   January 2015 - July 2015
Kalos Financial  July 2014 - October 2014
Etrade Financial  June 2008 - July 2014

Skills
Series 7, Customer Service, Investments, Financial Analysis, Series 63, Business Analysis, Retirement Planning, Social Media, Call Centers, Series 24, Microsoft Word, Microsoft Excel, ACATS, DTC, Account Management, Financial Services, Salesforce.com, Opening New Accounts, Data Analysis, Operational Support, Investment Strategies, Single Family Homes, Public Speaking, Condos, Finance, Research, Community Management, Management, Vendor Relationship..., Operating Systems, Fraud Detection, FINRA, Bloomberg Terminal, ADP E-Time, ADP HRB, Cold Calling Experience, Triathlon, Swimming, Swim Instruction

Education
Sewanee-The University of the South   2002 — 2006
Bachelor of Arts (BA), Economics

Glade Olson Glade Olson Greater Salt Lake City Area Details
Glade Olson's E*TRADE Financial Experience August 2011 - August 2014
Job Fund Accountant at Strata Fund Solutions LLC
Industry Financial Services
Experience
Strata Fund Solutions LLC  March 2015 - Present
Fluor Corporation  August 2014 - February 2015
E*TRADE Financial   August 2011 - August 2014

Skills
Finance, Financial Analysis, Brokerage, Corporate Finance, Financial Services, Equities, Securities, Portfolio Management

Education
University of Utah   2012 — 2014
Masters, Finance

University of Utah - David Eccles School of Business   2012 — 2014
Masters, Finance

Southern Utah University   2007 — 2011
Bachelor's Degree, Finance, General, 3.6

Justin Harrelson Justin Harrelson Greater Atlanta Area Details
Justin Harrelson's E*TRADE Financial Experience October 2010 - Present
Job Senior Infrastructure Engineer at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial   October 2010 - Present
E*TRADE Financial   September 2005 - October 2010
Graphic Art Service, Inc.   January 2000 - September 2005
Graphic Art Service, Inc   February 1998 - January 2000

Skills
Perl, Python, PHP, HTML, CSS, Javascript, XML, SQL, Java, C++, Linux, Mac OS X, automation, Shell Scripting, Computer Hardware, Web Applications, Volume Manager, Tape Libraries, OS X, Adobe Flash/AIR, Content Delivery..., Objective-C, Cocoa / Cocoa Touch, Apache, LDAP, Enterprise Architecture, Disaster Recovery, Ruby, JavaScript, Automation, System Architecture, Mobile Applications, Subversion, VMware, Active Directory, PostgreSQL, Ant, DNS, REST, Content Distribution..., Testing, Virtualization, Data Center, Security, Bash, Tomcat, Solaris, Unix Shell Scripting, JSON, Unix

Education
Southern Polytechnic State University   2005 — 2008
Bachelor of Science, Computer Science

Southern Polytechnic State University   1991 — 1994
Associate of Science (A.S.), Computer Science

David Everly David Everly Brooklyn, New York Details
David Everly's E*TRADE Financial Experience 2010 - 2011
Job Art Director, Visual Designer
Industry Graphic Design
Experience
Huge  September 2013 - Present
DIRECTV  January 2013 - August 2013
SS+K  December 2012 - January 2013
Critical Mass  November 2011 - October 2012
Manifest Digital  August 2009 - November 2011
E*TRADE Financial   2010 - 2011
TerpSys  December 2007 - August 2009
Discovery Communications  2006 - 2007
Gilden Integrated  August 2005 - March 2006

Skills
Art Direction, Interaction Design, Information Architecture, Graphic Design, User Experience, User Interface Design, Creative Direction, Adobe Creative Suite, Typography, Web Design, Illustration, Logo Design, Mobile Design, Branding & Identity, Illustrator, Iconography, Motion Graphics, Interactive Advertising, Icon Design, Visual Design, Concept Development, Experience Design, User Experience Design, Sales, Photography, Corporate Identity, Creative Strategy, Information Design, User Interface, Layout, Visual Communication

Education
Savannah College of Art and Design   2001 — 2005
Bachelor of Fine Arts, Graphic Design

Raymond Albano Raymond Albano Jersey City, New Jersey Details
Raymond Albano's E*TRADE Financial Experience June 2013 - Present
Job Director, Platinum Relationship Management
Industry Financial Services
Experience
E*TRADE Financial Corporation  April 2015 - Present
E*TRADE Financial   June 2013 - Present
E*TRADE Financial   June 2009 - June 2013
E*TRADE Financial   October 2007 - June 2009
E*TRADE Financial   March 2006 - October 2007
TD Ameritrade  January 2006 - March 2006
TD Ameritrade  February 2005 - January 2006

Skills
Series 7, 63, 4, 24,...

Education
Seton Hall University

Maurice Perkins Maurice Perkins Benicia, California Details
Maurice Perkins's E*TRADE Financial Experience January 1999 - January 2001
Job Owner at Maurice Keith Productions
Industry Entertainment
Experience
Maurice Keith Productions   November 2007 - Present
Maurice Keith   September 2007 - Present
Pacific Gas & Electric  January 2001 - November 2007
E*TRADE Financial   January 1999 - January 2001

Skills
Feature Films, Short Films, Film, Film Production, Finance, Final Cut Pro, Soundtrack Pro, Adobe Creative Suite, Microsoft Office, Social Media, Video Editing

Education
Solano Community College   1996 — 1998
Cinematography and Film/Video Production

Ben Tahy Ben Tahy Greater Salt Lake City Area Details
Ben Tahy's E*TRADE Financial Experience November 2011 - April 2014
Job Platinum Relationship Manager Specialist
Industry Financial Services
Experience
E*TRADE Financial Corporation  April 2014 - Present
E*TRADE Financial   November 2011 - April 2014

Skills
Financial Services, Securities, Equities, Investments, Series 7, Credit, Mutual Funds, Strategic Financial..., Trading, Insurance, Loan Origination

Education
University of Utah   2001 — 2003
Bachlors, Economics

Snow College
Associate of Science (A.S.)

Catherine Wagnon Catherine Wagnon Sacramento, California Details
Catherine Wagnon's E*TRADE Financial Experience May 1997 - January 2006
Job Accounting Portfolio Manager at State Street
Industry Financial Services
Experience
State Street  May 2011 - Present
State Street  September 2006 - May 2011
E*TRADE Financial   May 1997 - January 2006
Prudential Securities  June 1996 - May 1997

Skills
Financial Analysis, Financial Reporting, Accounting, Bloomberg, Mutual Funds, Financial Modeling, Fund Accounting, Equities, Fixed Income, Account Reconciliation, Investments, Hedge Funds, Risk Management, Derivatives, Financial Accounting, Financial Services, Securities

Education
Sierra College   1988 — 1990
Associate's degree, General Studies

Center High School   1986 — 1988
High School Diploma, General Studies

Danielle Kristine Hewitt Danielle Kristine Hewitt Greater New York City Area Details
Danielle Kristine Hewitt's E*TRADE Financial Experience November 2011 - Present
Job
Industry Financial Services
Experience
E*TRADE Financial   November 2011 - Present
Gain Capital  October 2008 - October 2011

Skills
Banking, Risk Management, Analysis, Treasury, Financial Analysis, Salesforce.com, AML, Email Marketing, Microsoft Excel, Trading Systems, Fixed Income, Options, Investments, Microsoft Office, Databases, HTML, Quality Assurance, SQL, FX trading, Hedge Funds, Business Analysis, Fraud, Portfolio Management, CRM, Commodity, Foreign Exchange, FX Options, Financial Risk, Back Office, LexisNexis, Excel, Equifax, Transunion, URU, Fraud Investigations, Fraud Prevention, CRM software, Series 7, Financial Services, Financial Reporting

Education
Seton Hall University   2006 — 2008
B.S.

County College of Morris   2005 — 2006
AS

North Carolina State University   2003 — 2004

West Morris Mendham High School   1999 — 2003

Corinne Costa Davis Corinne Costa Davis Greater New York City Area Details
Corinne Costa Davis's E*TRADE Financial Experience November 2013 - Present
Job Head of Human Resources at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial   November 2013 - Present
COPD Foundation  January 2012 - Present
Johnson & Johnson  June 2013 - October 2013
Russell Investments  January 2010 - December 2011
RGD Associates   April 2009 - December 2009
Deutsche Bank  October 1999 - March 2009
Prudential Insurance Company  September 1997 - September 1999
Verizon  June 1988 - September 1997

Skills
Organizational..., Marketing, Sales Management, IT Outsourcing, BPO, Executive Management, Organizational Design, Offshoring, Business Transformation, Talent Management, Change Management, Restructuring, HR Strategy, Mergers, Succession Planning, Organization..., Leadership Development, Performance Management, Program Management, Strategy Development, Executive Coaching, Employee Engagement, Process Engineering, Talent Acquisition, Business Strategy, Vendor Management, Compensation, Financial Modeling, Process Improvement, Change Leadership, Team Building, IT Governance, Organizational Change, Strategic Planning, Mentoring, Organizational..., Team Leadership, Culture Change, People Management, Customer Relations, Employee Relations, Organizational..., Management, Personnel Management, Strategy, Human Resources, Mergers & Acquisitions, Recruiting, Outsourcing, Governance

Education
Seton Hall University   1986 — 1988
MBA, Finance

Seton Hall University
Bachelor of Science, Marketing

Shaun McLaughlin Shaun McLaughlin San Francisco Bay Area Details
Shaun McLaughlin's E*TRADE Financial Experience January 1998 - November 2007
Job Vice President, Relationship Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  May 2010 - Present
Transcentive  October 2008 - May 2010
Etrade Financial  January 1998 - November 2007
ShareData  December 1996 - December 1998

Skills
Financial Services, Relationship Management, Series 7, Equities, Series 63

Education
Sonoma State University   1988 — 1993

Vinod Paniker Vinod Paniker San Francisco Bay Area Details
Vinod Paniker's E*TRADE Financial Experience July 2007 - March 2010
Job Fin Tech/ eCommerce Entrepreneur, COO, Board Member
Industry Information Technology and Services
Experience
Sooryen Technologies  April 2014 - Present
500 BC, Inc.   April 2014 - Present
National Institute of Training & Education (NITE)   February 2013 - Present
Brookline College  March 2012 - Present
Pricelock  March 2010 - April 2014
Maitri  August 2012 - December 2013
E*TRADE FINANCIAL   July 2007 - March 2010
E*TRADE Financial   October 1998 - June 2007
Vibha - Bay Area   January 2002 - December 2002
Vibha - Bay Area   January 2001 - December 2001

Skills
Project Portfolio..., Application Lifecycle..., Product Management, Program Management, Process Development, PMO, Outsourcing, SDLC, Software Project..., Product Development, Software Development, Team Leadership, Strategic Planning, E-commerce, SugarCRM, Salesforce.com..., Marketo, Marketing Automation, Entrepreneurship, Executive Management, Cloud Strategist, Project Management, Financial Services, IT Strategy, Cloud Computing, Vendor Management, Scrum, Integration, Agile Methodologies, Analytics, Requirements Analysis, Leadership, Enterprise Architecture, Start-ups, PMP, Quality Assurance, Business Analysis, Project Planning, Product Marketing, Analysis, Enterprise Software, Management Consulting, Change Management, Management, SaaS, Strategy, Technical Marketing, Software Engineering, Business Intelligence

Education
Stanford University
Stanford Center for Professional Development, Advanced Project Management, Project Management

Bombay University   1990 — 1994
BE / BS, Industrial Engineering

Calvin Chin Calvin Chin San Francisco Bay Area Details
Calvin Chin's E*TRADE Financial Experience April 2005 - July 2005
Job
Industry Market Research
Experience
Facebook  November 2013 - Present
Onavo (Acq by Facebook)   July 2013 - October 2013
UCLA Anderson School of Management  September 2011 - June 2013
Amazon  June 2012 - August 2012
Nielsen Mobile  May 2009 - April 2011
Nielsen Mobile  January 2008 - May 2009
Nielsen Mobile (formerly Telephia Inc.)   July 2005 - January 2008
Etrade Financial  April 2005 - July 2005
Stanford University Medical School  October 2003 - April 2005
eBay, Inc.   June 2004 - September 2004

Skills
Product Management, Product Marketing, Wireless, Mobile Technology, Market Research, Competitive Intelligence, Analytics, Customer Insight, Program Management, Product Development, Financial Modeling, International Market..., Modeling, Marketing Strategy, Competitive Analysis, Management Consulting, Analysis, Management, Project Management, Leadership, Market Analysis, Marketing

Education
UCLA Anderson School of Management   2011 — 2013
MBA

Stanford University   2001 — 2005
BS

Sandra Pettiford Sandra Pettiford Charlotte, North Carolina Details
Sandra Pettiford's E*TRADE Financial Experience April 2006 - May 2008
Job Experienced Financial Professional
Industry Financial Services
Experience
US Airways  April 2001 - Present
MetLife  April 2014 - October 2014
LPL  May 2008 - July 2013
E*TRADE Financial   April 2006 - May 2008
TIAA-CREF  August 2004 - February 2006
Coldwell Banker United  May 2003 - May 2004
The Vanguard Group  September 1998 - May 2003

Skills
Investments, Series 63, Series 7, Retirement, Asset Managment, Financial Services, Mutual Funds, Securities, Insurance, Portfolio Management, Strategic Financial..., Employee Benefits, Equities, Fixed Annuities, Customer Service, FINRA

Education
UNC Charlotte   1995 — 1997
Bachelor of Arts (B.A.), Communication, General

Southern Illinois University, Carbondale   1992 — 1993

Kari March Kari March Roswell, Georgia Details
Kari March's E*TRADE Financial Experience 1999 - 2003
Job President/CEO at ROKA Wealth Strategists
Industry Financial Services
Experience
ROKA Wealth Strategists.com   June 2006 - Present
H&R Block Financial Advisors  2003 - 2006
E*TRADE Financial   1999 - 2003
American Stock Exchange  1982 - 1988
CBOE  1978 - 1982
Chicgo Board of Trade   1975 - 1978

Skills
Wealth Management, Investments, Retirement Planning, Strategic Financial..., Portfolio Management, Mutual Funds, Investment Advisory, Asset Managment, Equities, Retirement, Estate Planning, Series 7, Asset Allocation, Financial Advisory, Financial Analysis, Insurance, Investment Strategies, Pensions, Investment Banking, Securities, Wealth

Education
Southern Illinois University, Carbondale
Bachelor of Science (BS), Agriculture, General

Ronnie Davidovic Ronnie Davidovic Miami/Fort Lauderdale Area Details
Ronnie Davidovic's E*TRADE Financial Experience January 2000 - December 2003
Job
Industry Marketing and Advertising
Experience
LeadCreations.com, LLC   March 2003 - Present
Radiant Holdings, Inc   January 2000 - April 2004
E*TRADE Financial   January 2000 - December 2003

Skills
Affiliate Marketing, Lead Generation, Online Lead Generation, PPC, CPL, E-commerce, Online Advertising, B2B Marketing, Business Development, Email Marketing, SEM, Google Adwords, Google Analytics, Online Marketing, Affiliate Management, SEO, Digital Media, Search Advertising, Mobile Marketing, Interactive Marketing, Direct Marketing, Content Strategy, Media Buying, Social Media Marketing, Landing Page..., Mobile Advertising, Digital Marketing, Digital Strategy, Advertising, Conversion Optimization, Customer Acquisition, Ad Networks, Performance Based..., Campaign Management, Business Performance..., Web Analytics, Web Marketing

Education
St. Thomas University School of Law   1993 — 1996
Doctor of Law (J.D.), Law

University of Miami   1990 — 1993
BBA, Business

Ben Langley Ben Langley Tooele, Utah Details
Ben Langley's E*TRADE Financial Experience December 2008 - September 2009
Job Assistant Controller at Valley Behavioral Health
Industry Accounting
Experience
Valley Behavioral Health  August 2015 - Present
Miller Motorsports Park  January 2015 - August 2015
Miller Motorsports Park  July 2013 - December 2014
Pritchett, Siler and Hardy P.C.   January 2013 - April 2013
JOSEPH EVE, Certified Public Accountants  2013 - 2013
United Country Real Estate  September 2012 - October 2012
UMKC  May 2010 - May 2012
Etrade Financial  December 2008 - September 2009
Fidelity Investments  August 2007 - August 2008
Zions Bank  January 2006 - August 2007

Skills
Microsoft Office 2007, Microsoft Excel, Time Management, Customer Service, Auditing, Microsoft Word, PowerPoint, Peachtree, Outlook, Teamwork, Banking, Windows, Accounts Receivable, Accounting, General Ledger, Microsoft Office, Tax, Account Reconciliation

Education
University of Missouri - Kansas City   2010 — 2012
Bachelor of Science (BS), Accounting

Southern Utah University   2003 — 2007
Associates Degree, General studies

Utah State University-Regional Campuses and Distance Education

Utah State University-Regional Campuses and Distance Education

Benedict Joanis Benedict Joanis Greater New York City Area Details
Benedict Joanis's E*TRADE Financial Experience September 2008 - June 2009
Job CEO / Owner of Rose Venture Group LLC
Industry Real Estate
Experience
Rose Venture Group LLC   October 2013 - Present
JPMorgan Chase  October 2011 - August 2014
Rising Seas Wealth Management, an office of MetLife Financial Group of NY   March 2011 - September 2011
Fidelity Investments  July 2009 - March 2011
E*TRADE Financial   September 2008 - June 2009
Merrill Lynch  October 2007 - September 2008
Emblem Health Corporation   June 2006 - October 2007
Software House International  June 2005 - June 2006
Changing Directions for youth and families   2003 - 2003

Skills
Finance, Wealth Management, Securities, Retirement Planning, Asset Management, Series 7, Financial Planners, Mutual Funds, Financial Advisory, Strategic Financial..., French, Financial Services, Investments, Risk Management, Microsoft Excel, Insurance, Leadership, Sales

Education
Seton Hall University   2001 — 2005
Bachelor of Arts, Anthropology & Minor in French

West Orange High School   1999 — 2001
HS Degree

St Louis De Gonzague, Port-au-Prince, Haiti   1995 — 1999
High School, High School

Alex Flury Alex Flury Santa Barbara, California Area Details
Alex Flury's E*TRADE Financial Experience March 2011 - August 2011
Job Software Developer at HG Data
Industry Computer Software
Experience
HG Data  May 2014 - Present
UC Santa Barbara  September 2011 - December 2013
E*TRADE Financial   March 2011 - August 2011
Yahoo!  July 2008 - February 2010

Skills
HTML, Java, PHP, Subversion, JavaScript, HTML 5, MySQL, Perl, jQuery, Linux, Social Networking, Front-end

Education
Stanford University   2006 — 2008
BS, Mathematics, minor in computer science

Kendell Fowler Kendell Fowler United States Details
Kendell Fowler's E*TRADE Financial Experience November 2010 - April 2012
Job Securities Lending Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  April 2012 - Present
E*TRADE Financial   November 2010 - April 2012
Park City Mountain Resort  November 2009 - March 2011
Blue Chip Group, Inc.   May 2009 - August 2009
Brian Head Resort  November 2006 - April 2009

Skills
Financial Analysis, Financial Services, Equities, Securities Lending, Microsoft Office, Team Leadership, Operational Risk..., Time Management, Investments, Portfolio Management, Securities, Financial Modeling, Valuation, Financial Markets, Finance, Timely Decision Making, Series 63, Series 7

Education
Southern Utah University   2006 — 2009
BS, Finance/Economics

Juliya Freidlin Juliya Freidlin Toronto, Canada Area Details
Juliya Freidlin's E*TRADE Financial Experience 2002 - 2005
Job Senior QA Analyst at CIBC Wholesale Banking
Industry Financial Services
Experience
Royal Bank of Canada  May 2015 - Present
CIBC Wholesale Banking  September 2013 - December 2014
TD Securities  February 2013 - August 2013
IIROC  April 2009 - December 2012
Alpha Trading Systems  January 2008 - April 2009
TD Bank  March 2007 - December 2007
FIS Financial Solutions Canada Inc.   2004 - 2005
E*TRADE Financial   2002 - 2005

Skills
Derivatives, Capital Markets, Trading Systems, SDLC, User Acceptance Testing, Risk Management, Quality Assurance, Business Analysis, Fixed Income, Trading, Equity Trading, Securities, Market Data, Requirements Gathering, Testing, Software Quality..., Quality Center, Wealth Management, Test Planning, Test Automation, Options, Electronic Trading, Performance Testing

Education
Seneca College of Applied Arts and Technology   1997 — 1999
Diploma, Business Computer Systems

Ramesh Rao Ramesh Rao San Francisco Bay Area Details
Ramesh Rao's E*TRADE Financial Experience 1999 - 2001
Job QA Manager, SaaS Applications at IBM
Industry Computer Software
Experience
IBM  July 2012 - Present
Adchemy  July 2011 - July 2012
Plaxo  2006 - July 2011
Blue Pumpkin  February 2001 - February 2006
E*TRADE Financial   1999 - 2001
Tata Consultancy Services  1999 - 2000

Skills
Agile Methodologies, Test Planning, Test Automation, Project Management, Software Quality..., Managing Onshore and..., Scrum, Selenium, QTP, Test Management, SaaS, Web 2.0, Web Applications, Social Networking, Agile Project Management, Performance Reviews, Budget Process, Time Management, Program Management, Testing, Test Cases, Regression Testing, Enterprise Software, Mobile Applications, Test Strategy

Education
Santa Clara University   2009 — 2011
MS, Engineering Management and Leadership

University of Mysore   1992 — 1996
BS, Communication and Media Studies

Susan Holgate Susan Holgate Greater New York City Area Details
Susan Holgate's E*TRADE Financial Experience February 2002 - December 2007
Job Senior Managing Director, Business Development at Mission Markets
Industry Financial Services
Experience
Mission Markets   May 2013 - Present
Bendigo Partners   October 2008 - Present
Lamont-Doherty Earth Observatory  2012 - 2014
Lamont-Doherty Earth Observatory  2012 - 2014
E*TRADE Financial   February 2002 - December 2007
TIR SECURITIES   March 1991 - November 2000

Education
St. Lawrence University   1978 — 1982
Bachelor of Science, Geology

Moore House School
liberal arts: drama, music

Lisa Bredeson Lisa Bredeson Phoenix, Arizona Area Details
Lisa Bredeson's E*TRADE Financial Experience 1996 - 2000
Job Leadership with Integrity™
Industry Hospital & Health Care
Experience
CIGNA  2012 - Present
Leadership with Integrity   2009 - Present
AIG Financial Advisors/Advisor Group   January 2006 - December 2008
Fifth Third Bank  2001 - 2004
eCapitalist Group International   2000 - 2000
E*TRADE Financial   1996 - 2000
Key Bank  1992 - 1996

Skills
Effective Talent..., Internal Controls, Internal Audit, Operations Management, Business Process..., Customer Experience, Client Service, Business Strategy, Business Management, Team Leadership, Change Leadership, Organizational..., Business Analysis, Risk Management, Leading Projects, Project Implementation, SOX, Compliance, Vendor Management, BPO, Mergers, Acquisition Integration, Performance Measurement, Start-ups, Turnarounds

Education
Simmons College
B.A., Finance

Ellen O'Shei Whitaker Ellen O'Shei Whitaker Greater Atlanta Area Details
Ellen O'Shei Whitaker's E*TRADE Financial Experience August 1998 - January 2000
Job Executive Director "One Industry. One Voice. One Team."
Industry Management Consulting
Experience
Plumbing & Mechanical Association of GA   August 2002 - Present
E*TRADE Financial   August 1998 - January 2000
Key Services  1994 - 1998
KeyCorp  1985 - 1998
Key Bank  1990 - 1995
Smartline   1985 - 1990
Empire of America  1984 - 1990

Skills
Business Strategy, New Business Development, Team Building, Strategic Planning, Leadership, Management, Marketing, Project Planning, Budgets, Sales, Negotiation, Contract Negotiation, Marketing Strategy, Management Consulting, Customer Service, Leadership Development, Change Management, Account Management, Coaching, Business Development, Business Planning, Program Management, Strategy, Sales Management, Operations Management, Team Leadership, Mergers & Acquisitions, Organizational..., Social Media, Training, Sales Process, Sales Operations, Public Speaking, Time Management, Start-ups, Entrepreneurship

Education
State University of New York College at Buffalo   1980 — 1984
BS

Kenmore West High School   1974 — 1978
Buffalo State Collge

Gerad Ellsworth Gerad Ellsworth Sacramento, California Area Details
Gerad Ellsworth's E*TRADE Financial Experience January 2003 - October 2003
Job Territory Manager at Nobel Biocare
Industry Medical Devices
Experience
Nobel Biocare  April 2014 - Present
Nobel Biocare  January 2006 - April 2013
Wells Fargo  January 2000 - January 2005
E*TRADE Financial   January 2003 - October 2003

Skills
Sales Force Development, Series 63, Medical Devices, Surgeons, Sales Operations, Surgical Instruments, Dentistry, Market Development, Operating Room, Product Launch, Capital Equipment, Selling Skills, Cold Calling, Direct Sales, Marketing, Sales Process, Marketing Strategy, New Business Development, Account Management, Customer Service

Education
Sonoma State University   1999 — 2003
Bachelor of Science, Business Administration

Raj (Rajesh) Swamy Raj (Rajesh) Swamy San Francisco Bay Area Details
Raj (Rajesh) Swamy's E*TRADE Financial Experience January 2008 - December 2013
Job Software Development Director | Java | Python | MySQL | Cash Management | Banking | Trading
Industry Information Technology and Services
Experience
E*TRADE Financial   January 2008 - December 2013
E*TRADE Financial   April 2002 - December 2007
E*TRADE Financial   January 2001 - April 2002
E*TRADE Financial   December 1999 - December 2000
US Interactive (Formerly SoftPLUS)   July 1997 - December 1999
Tata Consultancy Services (Formerly Tata Unisys, Tata Infotech)   March 1994 - June 1997
Indian Institute of Technology (IIT)   October 1992 - March 1994

Skills
Agile Methodologies, Enterprise Architecture, Web Services, Python, Java, Unix Shell Scripting, MySQL, Github, Vagrant, Jenkins, RESTful WebServices, Technical Leadership, Online Brokerage, Retail Banking, Check 21, Open Source, Cross-functional Team..., Service Oriented..., Scalability, Message Oriented..., Software Project..., Finance Startup, Software Engineering, Spring, APIs, Distributed Systems, SDLC, SOAP, Online Bill Payment, Software Development, REST, Web Applications, MVC Architecture, Docker, Mobile Banking, Financial Services, Broker-Dealer, Oracle Fusion Middleware, Electronic Trading, Application Architecture, Business Process..., BPMN, Mobile Check Image..., Offshore Software..., Lean Startup, Oracle SOA Suite, OAuth, C, C++, Cucumber Test Tool

Education
Shivaji University   1988 — 1992
Bachelor of Engineering (BE), Computer Engineering

Crosby Olinto Crosby Olinto Greater Atlanta Area Details
Crosby Olinto's E*TRADE Financial Experience 2001 - 2003
Job Southeastern Regional Manager, NXGEN Payment Services
Industry Financial Services
Experience
NXGEN Payment Services  February 2012 - Present
PLatinum Solutions Group   February 2003 - Present
E*TRADE Financial   2001 - 2003

Skills
Electronic Payments, Payments, Credit Cards, Payment Card Processing, Debit Cards, Strategic Partnerships, Merchant Services, Payment Systems, New Business Development, Account Management, Sales Management, Payment Gateways, Mobile Payments, Relationship Management, Credit, Mobile Commerce, Banking, Loyalty Programs, Executive Management, Customer Retention, Gift Cards, Acquiring, Cold Calling, E-commerce, PCI DSS, E-payments

Education
Spring Hill College   1969 — 1973
B/A, History

Eric Stoehr Eric Stoehr Marietta, Georgia Details
Eric Stoehr's E*TRADE Financial Experience May 2012 - Present
Job Principle Engineer at E*TRADE Financial
Industry Information Technology and Services
Experience
E*TRADE Financial   May 2012 - Present
The Home Depot  July 2008 - May 2012
TEKsystems  2008 - 2009
NASA Langley Research Center  February 2008 - July 2008
MedQuest Associates  2006 - 2007

Skills
VMware

Education
Southern Connecticut State University   2001 — 2005
Bachelor of Science (BS)

Fred Rodriguez, MBA Fred Rodriguez, MBA Rancho Cordova, California Details
Fred Rodriguez, MBA's E*TRADE Financial Experience September 1999 - August 2000
Job Business Banking Relationship Manager / Portfolio Management Officer
Industry Banking
Experience
Global Commercial Banking at Bank of America   July 2012 - March 2013
Global Commercial Banking at Bank of America   August 2011 - July 2012
Ford Motor Credit Company  July 2009 - March 2011
Ford Motor Credit Company  August 2007 - July 2009
Ford Motor Credit Company  July 2006 - July 2007
Ford Motor Credit Company  September 2001 - July 2006
E*TRADE Financial   September 1999 - August 2000
6 Pak Inc.   June 1996 - July 1998
Yee, Demond, Shroeder, and Allen   June 1995 - March 1996
Kemper, Securities, Inc.   September 1993 - June 1995

Skills
Credit, Finance, Banking, Commercial Banking, Portfolio Management, Credit Analysis, Microsoft Excel, Retail, Credit Risk, Forbearance, Underwriting, Small Business Lending, Commercial Lending, Commercial Credit..., Debt Restructuring, Relationship Management, Investments, Mortgage Underwriting, Investment Banking, Bilingual-English/Spanis..., New Business Development, Mergers & Acquisitions, Treasury Management, Business Banking..., Commercial Risk..., Financial Modeling /..., Commercial Real Estate..., Certified FHA Credit..., Certified FHA Loss..., Troubled Debt..., Business Banking Risk..., Corporate Finance, High Attention Credit..., Agricultural BB..., Commercial Loan..., Healthcare Business..., BB & MM Underwriting, Special Assets Group..., Municipal Pubic Finance, Healthcare Banking, 409A Business Valuation, Goodwill & Intangible..., C-Level Relationships, Wine Industry Financial..., Commercial Underwriting, Loans, Risk Management, Financial Services, Financial Analysis, Loan Origination

Education
National University MBA Finance   1984 — 1987
Master Business Administration, MBA Financial Management

National University dual MPA/MBA Program   1984 — 1987
Master Public Administration, Public Finance / Completed all course work for MPA

University Honolulu School Of Law ( Doctor of Jurisprudence )   1985 — 1986
Doctor of Jurisprudence, Law

University of Arizona BA   1980 — 1983
Bachelor of Arts, Speech Communications

University of Arizona BA   1980 — 1982
Bachelor of Arts, Political Science

Pima Community College AA   1979 — 1981
Associate of Arts, Pre-Law

Pimma Community College AA   1979 — 1981
Associate of Arts, Criminal Law

Snow College AA   1976 — 1978
Associate of Arts, General Studies

Brian Foley Brian Foley Albany, New York Area Details
Brian Foley's E*TRADE Financial Experience May 2008 - July 2009
Job Equity Trader at Goldman Sachs
Industry Financial Services
Experience
The Ayco Company, L.P.   July 2010 - Present
Goldman Sachs  July 2010 - Present
Etrade Financial  May 2008 - July 2009
Mack Trading LLC   June 2000 - May 2008

Skills
Equity Trading, Options, Separately Managed..., Trade Operations, Trade Compliance, Equities, FINRA, Investments, Series 63, Series 7

Education
Siena College   2000 — 2004
BA, Creative Arts

Chaminade High School   1996 — 2000
HSD

Eric Lay Eric Lay Sacramento, California Area Details
Eric Lay's E*TRADE Financial Experience February 1998 - March 2003
Job CEO/Principal at LOJO Group
Industry Information Technology and Services
Experience
LOJO Group  August 2001 - Present
E*TRADE Financial   February 1998 - March 2003
Bear River Mortgage   September 1997 - February 1998

Skills
Enterprise Architecture, Management, Vendor Management, Cloud Computing, Web Design, Email Marketing, Information Technology, Networking, Data Center, Security, Network Administration

Education
University of Phoenix   2008 — 2012
MBA, Emphasis in Marketing

University of Phoenix   2001 — 2003
Bachelor's of Information Technology, Information Technology

MTI College   1999 — 2000
Technology Certifications, Cisco CCNA

MTI College   1998 — 1999
Technology Certifications, Microsoft MCSE

Folsom Community College   1998 — 1998
General Education: Emphasis in Technology

Sierra College   1997 — 1998
General Education: Emphasis in Technology

Nancy Yu Nancy Yu San Francisco Bay Area Details
Nancy Yu's E*TRADE Financial Experience 2005 - 2007
Job Experienced eCommerce and Payments Professional
Industry Financial Services
Experience
LinkedIn  2015 - Present
Visa  2013 - 2015
Visa  2011 - 2013
Visa  2009 - 2011
eBay Inc.  2007 - 2009
E*Trade Financial   2005 - 2007
Morgan Stanley  1999 - 2005
Barclays Global Investors  1999 - 1999

Skills
Product Management, Product Strategy, Partner Management, Product Design, Product Development, Marketing Strategy, Analytics, Business Requirements, Product Requirements, Payments, Trading, Brokerage, Wealth Management, E-commerce, Due Diligence, Agile, Product Life Cycle..., Cross-functional Team..., Product Launch, Competitive Analysis, User Experience, Agile Methodologies, Business Development, Product Lifecycle..., Mobile Devices, Strategy, Management, Program Management, Strategic Partnerships, Leadership, Integration

Education
Stanford University
MS, Management Science and Engineering

University of California, Davis
BS, Electrical Engineering

John F. Robb John F. Robb Alpharetta, Georgia Details
John F. Robb's E*TRADE Financial Experience 2010 - 2013
Job TIAACREF
Industry Financial Services
Experience
TIAA-CREF  2013 - Present
E*TRADE Financial   2010 - 2013
Raymond James Financial Services  2010 - 2011

Skills
Securities, Strategic Financial..., Banking, Financial Advisory, Financial Services

Education
Spring Hill College   2004 — 2009
B.S., Business Management

Brian Szymanoski, CPA Brian Szymanoski, CPA Buffalo, New York Details
Brian Szymanoski, CPA's E*TRADE Financial Experience September 1999 - September 2002
Job Controller at Gordon Companies Inc.
Industry Retail
Experience
Gordon Companies Inc.  July 2015 - Present
SPoT Coffee  June 2012 - July 2015
AIX Group - A Member of Hanover Insurance Group, Inc.   September 2011 - June 2012
The Bonadio Group  June 2005 - September 2011
KPMG  September 2002 - June 2005
E*TRADE Financial   September 1999 - September 2002

Skills
Financial Reporting, Auditing, Internal Controls, Accounting, GAAP, Audit, Excel, SOX, Budgets, Analysis, Sarbanes-Oxley Act, Account Reconciliation, CPA, Finance, Financial Analysis, Microsoft Excel, US GAAP

Education
St. John's University, The Peter J. Tobin College of Business   1998 — 2002
MBA, Accounting

State University of New York College at Buffalo   1992 — 1997
BS, Economics and Finance

Rick Tawfik Rick Tawfik San Francisco Bay Area Details
Rick Tawfik's E*TRADE Financial Experience January 1998 - January 1999
Job Sales Professional at Arena Solutions
Industry Computer Software
Experience
Arena Solutions  January 2015 - Present
Soonr  July 2014 - December 2014
Intacct Corporation  April 2013 - June 2014
Dell  November 2010 - March 2013
Isis and Sanford   January 2004 - November 2010
Sybase  January 2002 - August 2004
Avantgo/Sybase   1999 - 2002
E*TRADE Financial   January 1998 - January 1999
Bell Sports  January 1996 - January 1998
Siliconix  January 1995 - January 1996

Skills
CRM, Cloud Computing, Salesforce.com, SaaS, Start-ups, Marketing Automation, application integration, service cloud solutions, Goldmine, Direct Sales, Negotiation, Sales Management, Strategic Sales, Presentations, Entrepreneurship, Financial Analysis, Forecasting, Real Estate License, budgeting, Account Management, Budgets, New Business Development, EAI, Strategic Partnerships, Sales, Management, Sales Operations, Selling, Solution Selling, Enterprise Software, Leadership, Cold Calling, Marketing, Business Process..., Sales Process, Lead Generation, Go-to-market Strategy, ERP Software

Education
University of California, Berkeley
BA, Architecture/Economics

Santa Clara University - Leavey School of Business   1997 — 2000
MBA, Marketing

University of California, Berkeley Extension
Marketing

Jamie Landis, CEP, CECP Jamie Landis, CEP, CECP Miami/Fort Lauderdale Area Details
Jamie Landis, CEP, CECP's E*TRADE Financial Experience September 2006 - November 2009
Job Director, Compensation & Benefits
Industry Human Resources
Experience
Seminole Gaming  February 2015 - Present
Dick's Sporting Goods  November 2009 - February 2015
E*TRADE Financial   September 2006 - November 2009
Fidelity Investments  February 2004 - August 2006

Skills
Restricted Stock, Stocks, Options, Equities, Executive Pay, Incentive Programs, Mergers & Acquisitions, Securities, Account Reconciliation, Sarbanes-Oxley Act, Deferred Compensation, Payroll, Process Improvement, Human Resources

Education
Southern New Hampshire University
Bachelor's Degree, Business Administration and Management, General

Theresa Willie, MBA Theresa Willie, MBA Greensboro/Winston-Salem, North Carolina Area Details
Theresa Willie, MBA's E*TRADE Financial Experience January 2003 - March 2005
Job Academic Success Counselor
Industry Higher Education
Experience
Winston-Salem State University  February 2015 - Present
Winston-Salem State University  January 2015 - May 2015
Winston-Salem State University  November 2013 - November 2014
United States Senate  January 2010 - December 2010
ADP  March 2006 - September 2006
E*TRADE Financial   January 2003 - March 2005
National Bank of Canada  April 2000 - October 2001

Skills
Banking, Analysis, Teamwork, Event Planning, Building Relationships, Client Liaison, CRM, Entrepreneurship, Finance, Government, Leadership, Microsoft Excel, Public Relations, Retail, Training, Community Outreach, Customer Service, Management, Public Speaking, Research, Microsoft Office, Nonprofits, Fundraising

Education
Winston-Salem State University   2007 — 2009
M.B.A., Business Administration

South Carolina State University   1995 — 1998
B.S., Marketing

Brian Finucane Brian Finucane Tampa/St. Petersburg, Florida Area Details
Brian Finucane's E*TRADE Financial Experience February 2007 - April 2008
Job Branch Manager at SunPoint Home Loans
Industry Financial Services
Experience
SunPoint Home Loans   May 2015 - Present
Sierra Pacific Mortgage Company, Inc.   November 2013 - May 2015
Integrity Home Loan of Central FL, Inc.   September 2011 - November 2013
E*TRADE Financial   February 2007 - April 2008
Countrywide Financial  September 2006 - February 2007

Skills
Mortgage Lending, Mortgage Banking, Residential Mortgages, FHA, VA loans, Refinance, Loan Origination, USDA, First Time Home Buyers, Investment Properties, FHA financing, Government Loans, Non-Conforming, Real Estate, Loans, Condos, Short Sales, Finance, Underwriting, Real Estate Economics, Real Estate Transactions, Single Family Homes, Foreclosures, Customer Service, Sellers, Loan Servicing

Education
Shippensburg University of Pennsylvania   2003 — 2006
Bachelor of Business Administration (B.B.A.), Economics

Shippensburg University of Pennsylvania   2003 — 2006
Bachelor of Science (BS), Economics

Kevin Nilson Kevin Nilson San Francisco Bay Area Details
Kevin Nilson's E*TRADE Financial Experience October 2007 - September 2011
Job Tech Lead & Manager, Chromecast Technical Solutions Engineer at Google
Industry Computer Software
Experience
Google  September 2013 - Present
just.me   March 2011 - August 2013
E*TRADE Financial   October 2007 - September 2011
College of San Mateo  January 2006 - December 2007
Pfizer  December 2003 - September 2007
Northrop Grumman  January 2003 - December 2003
AT&T Corporation  2002 - 2003
US Postal Service  2001 - 2002

Skills
Java Enterprise Edition, Java, JSF, ClearCase, Spring, Hibernate, JavaScript, AJAX, Distributed Systems, Oracle, CSS, SOA, Software Development, Struts, Eclipse, Linux, UML, JUnit, Android, JSP, Subversion, HTML 5, Maven, Cloud Computing, Git, Web Development, Object Oriented Design, Architecture, Tomcat, Mobile Devices, REST, Programming, SOAP, Agile Methodologies, Web Applications, Design Patterns, Web Services, Ant, Servlets, Unix, JDBC, JMS, Architectures, Databases, Spring Framework

Education
Southern Illinois University, Edwardsville   2002 — 2004
MS, Computer Science

Southern Illinois University, Carbondale   1997 — 2001
BS, Computer Science

Chris Palermo Chris Palermo Greater Chicago Area Details
Chris Palermo's E*TRADE Financial Experience 2000 - 2004
Job Vice President of Capital Equity Markets at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial Inc.  April 2011 - Present
Howe Barnes Hoefer & Arnett  2004 - April 2011
E*TRADE Financial   2000 - 2004
William Blair & Co  1996 - 2000
Spear Leeds & Kellog   1991 - 1995

Skills
Equity Capital Markets, Series 7, Equities, Securities, Series 63, Trading, Capital Markets, Options, Investments, Portfolio Management, Hedge Funds, Fixed Income, Financial Modeling, Equity Research, Valuation, Asset Management, Equity Trading, Mutual Funds, Financial Analysis, Bloomberg

Education
St. Francis College   1986 — 1989
B.S., finance

Series 7, 24, 55, 63.
Bachelor of Science, Finance

Cynthia Freshwater Cynthia Freshwater Sacramento, California Area Details
Cynthia Freshwater's E*TRADE Financial Experience 2001 - 2004
Job Security Officer/Site Supervisor at AlliedBarton Security Services
Industry Security and Investigations
Experience
AlliedBarton Security Services  October 2009 - Present
Franklin Templeton Investments  November 2006 - October 2008
Bayside Church  January 2006 - September 2006
E*TRADE Financial   2001 - 2004
Barton Protective Services  August 2002 - September 2003

Skills
Security, Customer Service, Data Entry, Access Control, Typing, Administrative Assistant, Receptionist Duties, Answering Phones, Concert Security, General Office Skills, Security Audits, Security+, Security Operations, Leadership, Cpr Certified, Personal Protection, Crowd Control, Close Protection, Fax, First Aid, Computer Security, Executive Protection, Filing, Payroll, Protection, Counterterrorism, Emergency Management, Phone Etiquette, Personnel Security, Supervisory Skills, Telephone Skills, Security Awareness, Administrative..., Homeland Security, Loss Prevention, Workplace Violence, Weapons, Software Documentation, Surveillance, Asset Protection

Education
Sierra College   1994 — 2001
Associate of Science (A.S.), Administration of Justice Concentration in Law Enforcement

Sierra College   1994 — 2001
Associate of Arts (A.A.), General Studies

Mesa Verde High School   1990 — 1994

Sierra College
Associate of Arts Degree, general studies

Adam D Wells Adam D Wells Elk Grove, California Details
Adam D Wells's E*TRADE Financial Experience October 2005 - August 2006
Job Library Technical Assistant at Sacramento Public Library
Industry Information Technology and Services
Experience
WebEx  November 2012 - July 2014
WebEx  2010 - January 2013
Cisco WebEx  July 2008 - October 2012
Cisco WebEx  October 2006 - October 2012
WebEx Communications  August 2006 - August 2007
E*Trade Financial   October 2005 - August 2006
E*TRADE Financial Corporation  August 2005 - October 2005
Hanson McClain Securities America   August 2003 - August 2005

Skills
Cisco, Troubleshooting, SaaS, Cloud Computing, Unified Communications, WebEx, Video Conferencing, Mobile Devices, Product Management, Call Center, VoIP, Virtualization, User Experience, Operating Systems, Call Centers, Cisco Technologies, Management, Technical Support, Training, Strategic Communications

Education
Securities Training Corporation, USA (STCUSA)   2005 — 2005

Securities Training Corporation, USA (STCUSA)   2005 — 2005

Sierra College   2000 — 2001

Monika Reyes, CFS®, CFP® Monika Reyes, CFS®, CFP® Sacramento, California Area Details
Monika Reyes, CFS®, CFP®'s E*TRADE Financial Experience 2003 - 2003
Job Financial Advisor at Westlake, Grahl, and Glover a Private Wealth Advisory Practice of Ameriprise Financial
Industry Financial Services
Experience
Westlake, Grahl, and Glover   2003 - Present
E*TRADE Financial   2003 - 2003
RCU Services Group   2000 - 2002

Education
Sonoma State University   2000 — 2002
Bachelor, Business Administration

The George Washington University   1999 — 2000

UC Davis Extension
Certificate, Personal Financial Planning

Kim Creager Kim Creager Seattle, Washington Details
Kim Creager's E*TRADE Financial Experience July 2005 - May 2010
Job WE'RE HIRING various Marketing & Analysis roles at Capital One Investing in Seattle and McLean! Contact me for details!
Industry Financial Services
Experience
Capital One  February 2012 - Present
TD Ameritrade  June 2010 - January 2012
E*TRADE Financial   July 2005 - May 2010
Affinion Loyalty Group  April 2003 - April 2004
Capital One  July 1999 - April 2003

Skills
Direct Marketing, Strategy, Segmentation, Financial Services, Analytics, Competitive Analysis, Market Research, Integrated Marketing, Management, Marketing Strategy, Investments, Strategic Planning, Marketing, Analysis, Business Analysis

Education
New York University - Leonard N. Stern School of Business   2007 — 2010
MBA, Marketing and Global Business

St. Mary's College of Maryland   1995 — 1999
BA, Mathematics

Frederick Andrew Frederick Andrew Greater Atlanta Area Details
Frederick Andrew's E*TRADE Financial Experience March 2007 - March 2008
Job Assistant Vice President/Branch Manager at IBERIABANK
Industry Banking
Experience
IBERIABANK  June 2015 - Present
Georgia Commerce Bank  January 2014 - Present
Brookhaven Bank  July 2008 - Present
E*TRADE Financial   March 2007 - March 2008
First Southern Bank  July 2005 - August 2006
Banterra Bank  January 2004 - June 2005

Education
Southern Illinois University, Carbondale   2000 — 2002
BS, Finance

Steve Lundie, CEP Steve Lundie, CEP Greater Salt Lake City Area Details
Steve Lundie, CEP's E*TRADE Financial Experience November 2009 - Present
Job Senior Service Manager at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial   November 2009 - Present
E*TRADE Financial   November 2006 - November 2009

Skills
Stock Plan..., Equity Edge Online, CEP, Series 7, Series 63, FAS 123R, Equity Compensation

Education
Santa Clara University

Weber State University

Kristopher Johns Kristopher Johns Greater Los Angeles Area Details
Kristopher Johns's E*TRADE Financial Experience January 2006 - August 2007
Job VP User Experience and Design
Industry Online Media
Experience
Maker Studios Inc  April 2013 - Present
Newegg.com  October 2012 - December 2012
Atari  October 2010 - October 2012
Youbet   January 2010 - December 2010
Art Institute  August 2007 - December 2010
GamersFirst   February 2008 - December 2009
E*TRADE Financial   January 2006 - August 2007
Seed Magazine   August 2005 - January 2006
Elephant Studio   March 1999 - January 2006

Skills
Typography, Concept Development, Creative Development, Advertising, User Experience, Information Architecture, Digital Media, Email Marketing, Art Direction, User Interface Design, Interaction Design, Information Design, Illustration, Graphic Design, Creative Strategy, Video Games, ActionScript, Experience Design, Concept Design, Creative Direction, Mobile Applications, Brand Development, Logo Design, Digital Strategy, Multimedia, User Experience Design, User Interface, Game Development, Flash, Branding & Identity

Education
School of Visual Arts   2003 — 2005
MFA, Design

Laguna College of Art and Design   1999 — 2002
BFA, Graphic Design

Meredith Marer Meredith Marer Yorba Linda, California Details
Meredith Marer's E*TRADE Financial Experience 2011 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
E*TRADE Financial   2011 - 2012

Education
Southern Methodist University
Business Administration

Alagappan G Alagappan G Charlotte, North Carolina Details
Alagappan G's E*TRADE Financial Experience November 2007 - November 2010
Job ETL developer at Time Warner Cable
Industry Information Technology and Services
Experience
Time Warner Cable  July 2014 - Present
Cognizant Technology Solutions  November 2010 - July 2014
RadioShack  November 2010 - July 2014
E*TRADE Financial   November 2007 - November 2010
Cognizant Technology Solutions  September 2007 - November 2010

Skills
PL/SQL, Data Warehousing, Unix Shell Scripting, SDLC, SQL, Oracle, Teradata, Unix, XML, Ab Initio, DB2, Perl, Shell Scripting

Education
Sathyabama Institute of Science and Technology   2003 — 2007
Bachelor of Engineering (BEng), Electrical and Electronics Engineering

Aaron Oberg, CEP Aaron Oberg, CEP San Jose, California Details
Aaron Oberg, CEP's E*TRADE Financial Experience February 2011 - June 2013
Job Senior Account Manager at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation  July 2014 - Present
E*TRADE Corporate Services   June 2013 - July 2014
E*TRADE Financial   February 2011 - June 2013
E*TRADE Financial   June 2009 - February 2011
E*TRADE Financial   January 2008 - June 2009

Skills
Series 7, Series 63, CEP, Licensing, Mutual Funds, Stocks, Investments, Asset Allocation, Executive Pay, Presenter

Education
Embry-Riddle Aeronautical University   2001 — 2003
B.S. Aerospace Studies, Business, Psychology, and Aeronautical Science, 3.5

Santa Clara University - Leavey School of Business   2008 — 2009
Certified Equity Professional, Securities Law, Accounting, Taxation, Administration

Andrew Famulare Andrew Famulare Scarsdale, New York Details
Andrew Famulare's E*TRADE Financial Experience July 2011 - Present
Job Mutual Funds Operations Supervisor at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial   July 2011 - Present
Fidelity Investments  2006 - 2011
TD Waterhouse  2000 - 2006

Skills
Mutual Funds, Operations Management

Education
Siena College   1995 — 1999
Bachelor of Arts (B.A.), Psychology

Marcia Morgan Marcia Morgan Greater Minneapolis-St. Paul Area Details
Marcia Morgan's E*TRADE Financial Experience 2000 - 2002
Job CTO at Varde Partners
Industry Investment Management
Experience
Värde Partners  February 2013 - Present
Nuveen Investments  January 2011 - November 2012
FAF Advisors, Inc.   September 2003 - December 2010
The Willow Group  2002 - 2003
E*TRADE Financial   2000 - 2002
PrivateAccounts.com   February 2000 - October 2000
Cambridge Technology (Novell)   1996 - 2000
Norwest Bank  1994 - 1996
Norwest Investment Services, Inc.   1993 - 1994
Norwest Corporation  1991 - 1993

Skills
Business Analysis, Vendor Management, Asset Management, Project Management, Program Management, Portfolio Management, Quality Assurance, Fixed Income, Management, Business Requirements, Customer Relations, Equities, MS Project, Finance, Leadership, Excel, Change Management, Strategic Planning, Business Strategy, Mergers, Asset Managment, Strategy, RFP, Product Development, Budgeting, Mutual Funds, Investments, Bloomberg, Financial Analysis, Financial Modeling, Negotiation, Application Development, Software Development, Visio, Microsoft Excel, Customer Service, Word, SQL Server, Outsourcing

Education
University of St. Thomas   1993 — 1997

St. Cloud State University   1986 — 1991

Roosevelt High School

John Markway John Markway Alpharetta, Georgia Details
John Markway's E*TRADE Financial Experience May 2011 - Present
Job Senior Financial Services Representative at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial   May 2011 - Present
John Markway, LUTCF   May 2006 - July 2012
New York Life Insurance  May 2006 - March 2011
ING  2002 - 2005
AIG Agency Auto  January 2001 - January 2002
MetLife Auto & Home  1998 - 2000

Skills
Financial Services, Insurance, Retirement Planning, Strategic Financial..., Investments, Mutual Funds, Wealth Management, Series 7, Finance, Securities, Fixed Annuities, Financial Analysis, Risk Management, Life Insurance, Portfolio Management, Banking, Mortgage Lending, Estate Planning, Disability Insurance, Credit, Series 63, 401k, Loans

Education
Simpson College   1994 — 1998
B.A.

Urbandale High School   1990 — 1994

John LoPresti John LoPresti Boston, Massachusetts Details
John LoPresti's E*TRADE Financial Experience October 2009 - July 2013
Job Director, Communication Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  March 2014 - Present
E*TRADE Financial   October 2009 - July 2013
E*TRADE Corporate Services   October 2009 - December 2010
Fidelity Investments  July 2006 - July 2009
Fidelity Registered Investment Advisor Group   October 2005 - October 2006

Skills
Product Management, Mutual Funds, Financial Services, Business Development, Series 7, CRM, Management, Equities, Product Development, Strategic Planning, Relationship Management, Marketing, Sales, Leadership, Project Management, Mergers & Acquisitions, Insurance, Series 63, Segmentation, Securities, FINRA, Investments

Education
St. Francis College   1980 — 1984
BS/AS, Sociology and Electronic Data Processing

FINRA Licenses
FINRA Registered Representative

Duane Graham Duane Graham Greater Atlanta Area Details
Duane Graham's E*TRADE Financial Experience March 2014 - Present
Job Director, Enterprise Services at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial   March 2014 - Present
E*TRADE Financial   September 2013 - Present
E*TRADE Financial   November 2007 - September 2013
Spanlink Communications  October 2006 - November 2007
eLoyalty  2004 - 2006
Morgan Stanley  November 1999 - June 2004
US Navy  May 1992 - November 1999

Skills
Cisco Technologies, Unified Communications, Cloud Computing, Cisco Call Manager, Data Center, VoIP, Telecommunications, Call Center, Business Transformation, Call Centers, SaaS, Vendor Management, Integration, Disaster Recovery, Security, Enterprise Software, Program Management, IT Strategy, Business Continuity, System Deployment, Process Improvement, Managed Services, SDLC, IT Management, Virtualization, PMP, ITIL, IT Operations, Professional Services, Enterprise Architecture

Education
Southern Illinois University, Carbondale   1993 — 1996
Bachelor of Science (BS), Health/Health Care Administration/Management

Robein

Rebekah Toton Rebekah Toton Washington D.C. Metro Area Details
Rebekah Toton's E*TRADE Financial Experience January 2014 - Present
Job Director, Associate General Counsel at E*TRADE Financial
Industry Law Practice
Experience
E*TRADE Financial   January 2014 - Present
O'Melveny & Myers LLP   October 2007 - December 2013
U.S. Securities and Exchange Commission   September 2003 - September 2007

Skills
Securities Regulation, Corporate Governance, SEC filings, SEC, IPO, Corporate Finance, Securities, Securities Litigation, Mergers & Acquisitions, Securities Offerings

Education
University of North Carolina School of Law   2000 — 2003
J.D., Law

Southern Methodist University   1992 — 1997
BS/BA, Economics/Government, Public Policy and International Studies

Michael Feser Michael Feser Greater Los Angeles Area Details
Michael Feser's E*TRADE Financial Experience December 2005 - December 2007
Job President/COO at Stockpile Investments
Industry Financial Services
Experience
Stockpile Investments   February 2013 - Present
Zecco Trading, Inc. (Acquired by TradeKing Group)   January 2008 - September 2012
E*Trade Financial   December 2005 - December 2007
JP Morgan Brownco (acquired by E*Trade)   March 2003 - December 2005
USAA Investment Management Company  June 1989 - November 2002

Skills
Operations Management, Customer Service, Business Process..., Call Center, Risk Management, Investments, Asset Managment, Mutual Funds, Fixed Income, Financial Services, Asset Management, Strategic Leadership, Series 24, Internet Services, Finance, Business Strategy, Executive Management, Series 63, Brokerage, Call Centers, Trading, FINRA, Financial Advisory, Investment Strategies, Wealth Management, Strategic Planning, Series 7, Banking, Leadership, Securities, Mergers & Acquisitions

Education
St. Mary's University   1998 — 2000
Master of Business Administration

Wharton School, University of Pennsylvania   1996 — 1998
Securities Industry Institute, Executive Development Program

Southwest Texas State University   1982 — 1986
Bachelor of Business Administration, Finance

John Sullivan John Sullivan San Francisco Bay Area Details
John Sullivan's E*TRADE Financial Experience December 2005 - December 2007
Job Relationship Manager at New Relic, Inc.
Industry Information Technology and Services
Experience
New Relic, Inc.   September 2014 - Present
OpenDNS (Acquired by Cisco)   July 2013 - August 2014
Cisco Systems  January 2013 - July 2013
Meraki, Inc. (Acquired by Cisco)   April 2011 - December 2012
Meraki, Inc. (Acquired by Cisco)   January 2011 - March 2011
BNB Entertainment   October 2008 - January 2011
Rutberg & Company  December 2007 - October 2008
E*TRADE Financial   December 2005 - December 2007

Skills
Salesforce.com, Start-ups, Management, Sales, Sales Process, SaaS, Business Planning, Selling, Sales Operations, Cloud Computing, Channel Partners, Security, CRM, Enterprise Software, Solution Selling

Education
Saint Lawrence University   2001 — 2005
Economics

Leonard Raucci Leonard Raucci Greater Atlanta Area Details
Leonard Raucci's E*TRADE Financial Experience November 2007 - September 2008
Job Client Relationship Manager
Industry Financial Services
Experience
Priority Payment Systems  July 2011 - January 2012
AUTOMATIC DATA PROCESSING INSURANCE AGENCY, INC  September 2008 - May 2011
E*TRADE Financial   November 2007 - September 2008
E*TRADE Financial   November 2006 - November 2007
E*TRADE Financial   April 2006 - November 2006
Snap On Credit  January 2001 - August 2005
FSKAM   January 1998 - January 2000
TRANSAMERICA CORPORATION - DISTRIBUTION FINANCE COMPANY   January 1996 - January 2000
FSSAR   January 1997 - January 1998
FSAR   January 1996 - January 1997

Skills
CRM, Credit, Salesforce.com, Financial Analysis, Management, Finance, Portfolio Management, Financial Services, Training, Sales Operations, Sales, New Business Development, Customer Retention, Human Resources, Insurance

Education
State University of New York College at Cortland   1991 — 1995

Brian Cadwell Brian Cadwell Kansas City, Missouri Area Details
Brian Cadwell's E*TRADE Financial Experience April 2001 - October 2001
Job Sr. Manager Oracle Database Consulting at Cerner Corporation
Industry Information Technology and Services
Experience
Cerner Corporation  February 2002 - Present
E*TRADE Financial   April 2001 - October 2001
Yahoo!  April 1999 - April 2001

Skills
Database Administration, Databases, Unix, Oracle, AIX, Data Guard, Software Implementation, Oracle RAC, Cerner, Testing, Disaster Recovery, Healthcare Information..., Solaris, Perl, RMAN, Data Migration, VMS

Education
Southern Oregon University   1997 — 2001
BSCS, Computer Science, Finance

Johnny Kang Johnny Kang Dallas/Fort Worth Area Details
Johnny Kang's E*TRADE Financial Experience July 2013 - June 2014
Job Managing Director at Prestonwood Capital Mangement, LLC
Industry Financial Services
Experience
Prestonwood Capital Management, LLC   February 2015 - Present
Clark, Waters & Hardy, LLC   June 2014 - February 2015
E*TRADE Financial   July 2013 - June 2014
Merrill Lynch  October 2010 - July 2013
Bank of America  October 2005 - October 2010

Skills
Investments, Mortgage Lending, Series 7, Loans, Banking, Credit, Financial Analysis, Finance, Portfolio Management, Equities

Education
Southern Methodist University   2003 — 2005
Bachelors, Political Science, minor: International Studies

Texas A&M University
Financial Planning Program, Financial Planning and Services, 4.0 GPA

Sanjay Kulkarni Sanjay Kulkarni Orange County, California Area Details
Sanjay Kulkarni's E*TRADE Financial Experience January 2003 - October 2006
Job IGM Manager at Alcon, a Novartis company
Industry Financial Services
Experience
Alcon, a Novartis company  January 2015 - Present
Capital Group Companies  October 2006 - December 2014
E*Trade Financial   January 2003 - October 2006
Nexgenix Inc.  September 1994 - December 2003
Rolta Inc.   August 1992 - August 1994

Skills
Risk Management, PMP, SDLC, Disaster Recovery, Program Management, Project Management, Software Project..., PMO, Agile Methodologies, Requirements Analysis, IT Strategy, Business Continuity, Vendor Management, Projects, Business Analysis, Information Security..., Cloud Security, Web Application..., Information Risk, CISSP, Application Security

Education
Stanford University   2004 — 2006
Certification, Advanced Project Management

Shivaji University   1989 — 1992
BE, Computer Technology

Dana Bennett Dana Bennett San Francisco Bay Area Details
Dana Bennett's E*TRADE Financial Experience February 2002 - May 2005
Job Human Resources Manager at Apple Inc.
Industry Computer Software
Experience
Apple Inc  October 2007 - Present
Shopping.com  January 2007 - October 2007
Shopping.com  May 2005 - February 2007
E*TRADE FINANCIAL   February 2002 - May 2005
Applied Materials  March 2000 - February 2002

Skills
Onboarding, Talent Acquisition, Employee Relations, Applicant Tracking..., Talent Management, College Recruiting, HRIS, Succession Planning, Recruiting, Organizational...

Education
Santa Clara University   1997 — 2001
BS, Sociology

Jianjing Li Jianjing Li San Francisco Bay Area Details
Jianjing Li's E*TRADE Financial Experience July 2002 - March 2005
Job Software Engineer at Google
Industry Financial Services
Experience
Google  March 2011 - Present
Calypso Technology  June 2007 - March 2011
McDATA  March 2005 - January 2007
E*Trade Financial   July 2002 - March 2005
Trilogy Software  July 2000 - 2001

Education
Stanford University   2006 — 2007
MS, Management Science & Engineering

University of Michigan   1996 — 2000
BS, Computer Science/Cell & Molecular Biology

William Pan William Pan San Francisco, California Details
William Pan's E*TRADE Financial Experience 1996 - 1996
Job Entrepreneur, CoFounder at LastBash
Industry Internet
Experience
LastBash   2010 - Present
Standard Pacific Capital  August 2007 - December 2008
Sequence Capital   August 2006 - June 2007
GT Capital   March 2003 - August 2006
Blue Martini Software  January 2001 - February 2003
Desktop.com   August 1999 - November 2000
Oracle Corporation  June 1998 - August 1998
Montgomery Securities  February 1995 - August 1997
E*TRADE Financial   1996 - 1996

Skills
Venture Capital, Start-ups, Hedge Funds, Investments, Product Management, Corporate Development, Equities, Business Strategy, Portfolio Management, Entrepreneurship, Asset Managment, Private Equity, Mergers, Financial Modeling, Competitive Analysis, E-commerce, Valuation, Business Development, Strategy, Finance, Mergers & Acquisitions, Management

Education
Stanford Graduate School of Business   1997 — 1999
MBA

University of California at Berkeley   1990 — 1994
BS, Finance & Accounting (Highest Honors)

Shannon Parker Hane Shannon Parker Hane San Francisco Bay Area Details
Shannon Parker Hane's E*TRADE Financial Experience September 1996 - September 1998
Job
Industry Internet
Experience
Magento, an eBay Company   April 2013 - Present
Yahoo!  December 2002 - April 2013
Inktomi  July 2000 - July 2002
E*TRADE Financial   September 1996 - September 1998
Apple Computer  July 1993 - September 1996

Education
UCLA Anderson School of Management   1998 — 2000
MBA

Stanford University   1989 — 1993
BA

Camille A. Walker, MBA, MS Ecommerce Camille A. Walker, MBA, MS Ecommerce Washington D.C. Metro Area Details
Camille A. Walker, MBA, MS Ecommerce's E*TRADE Financial Experience July 2013 - January 2014
Job
Industry Marketing and Advertising
Experience
American Association for Clinical Chemistry  January 2014 - Present
E*TRADE Financial   July 2013 - January 2014
Valliantica   2013 - 2014
Valliantica   2013 - 2014
University of Maryland University College (CIP)   November 2011 - August 2013
American Nurses Association  October 2009 - November 2011
Institute for Operations Research and the Management Sciences   June 2008 - August 2009
National Medical Association  January 2007 - June 2008
American Health Lawyers Association  January 2003 - January 2007
American Health Lawyers Association  January 2003 - January 2007

Skills
Social Media, Marketing Communications, Strategic Planning, Marketing, Project Management, Event Planning, Public Relations, Fundraising, Non-profits, Marketing Strategy, Event Management, Editing, Nonprofits, Leadership, Social Media Marketing, Email Marketing, Microsoft Office, Management, Press Releases, Advertising

Education
University of Maryland University College   2010 — 2012
MBA, MBA

University of Maryland University College   2008 — 2010
Master of Science (M.Sc.), ECommerce

University of Maryland University College   2001 — 2003
B.A., Communication Studies

Virginia Commonwealth University   1987 — 1988
Mass Communications, B.A.

Simmons College   1985 — 1987

American Cooperative School (DOD) Monrovia Liberia
High School Diploma, General Studies

Bonn American High School
General Studies

David Yue, DDS, FAGD David Yue, DDS, FAGD Mission Viejo, California Details
David Yue, DDS, FAGD's E*TRADE Financial Experience August 2004 - April 2005
Job Owner, Dentist, at Yue Family Dentistry
Industry Hospital & Health Care
Experience
Yue Family Dentistry   February 2013 - Present
Self-Employed  July 2012 - February 2013
US Navy  June 2008 - August 2012
E*TRADE Financial   August 2004 - April 2005
AllAdvantage.com  1999 - 2000

Skills
Cosmetic Dentistry, Restorative Dentistry, Periodontics, Sleep Medicine, Oral Surgery, Cosmetics, Endodontics, Laser Dentistry, Teeth Whitening, Prosthodontics, Invisalign, Orthodontics, CEREC, Dentistry, Healthcare

Education
University of the Pacific   2005 — 2008
DDS, Dentistry

Stanford University   1997 — 2003
BA, Human Biology

Navita Bhoir Navita Bhoir San Francisco Bay Area Details
Navita Bhoir's E*TRADE Financial Experience May 2009 - June 2009
Job Product Technology Manager, Brand & Platforms Product Operations at Google
Industry Internet
Experience
Google  September 2014 - Present
Google  June 2010 - August 2014
iTradeNetwork  June 2009 - March 2010
Etrade Financial  May 2009 - June 2009
Google Inc. (Mountain View, CA)   October 2006 - March 2009
First Franklin Financial Corporation (Division of Merill Lynch)   February 2005 - October 2006
T3CI   August 2004 - February 2005
Brocade Communications  August 2002 - August 2004
Xoriant  2000 - 2003

Skills
Cloud Computing, Java, Hadoop, Distributed Systems, Software Development, Java Enterprise Edition, Web Services, XML, SOA, Scalability, SaaS, Unix, Linux, JavaScript, Enterprise Software, SQL, Big Data, Software Engineering, Oracle, REST, Requirements Analysis, Perl, Web Applications

Education
University of California, Berkeley, Haas School of Business   2015 — 2015
Product Manager Program

Stanford University
Innovation & Entrepreneurship

Stanford University
SCPM, Project Management

N.I.I.T India
ASM, Systems Management

University of Mumbai
DEE, Electrical Engineering

University of Pune
B.E, Computer Engineering

Fu Leow Fu Leow San Francisco Bay Area Details
Fu Leow's E*TRADE Financial Experience December 2007 - January 2008
Job
Industry Computer Software
Experience
Hewlett-Packard  February 2010 - Present
Hewlett-Packard  February 2008 - February 2010
E*TRADE Financial   December 2007 - January 2008
University of California, San Diego  September 2004 - June 2005

Skills
Project Management, SDLC, ITIL, Agile Methodologies, Python, SQL, Java, Unix, Spring, Spring Framework

Education
Santa Clara University   2005 — 2007
B.S., Management Information Systems

University of California, San Diego   2004 — 2005

Jan Cohen Jan Cohen Burlington, Vermont Area Details
Jan Cohen's E*TRADE Financial Experience 2008 - 2010
Job Owner, Shining Lamp Publications; Primary Consultant
Industry Information Technology and Services
Experience
Shining lamp Publications   2006 - Present
ETrade Financial  2008 - 2010
Nortel  1999 - 2007
Rockwell Automation / Anorad   1997 - 1999
Advanced Systems Devlopment, Inc.   December 1992 - April 1995
United States Air Force  August 1972 - September 1992

Skills
Unix Operating Systems, Linux, MySQL, Apache, PHP, Perl, PEAR, Plesk, SSH Client, HTML, XML, CSS, JavaScript, DTDs, SEO, Information Architecture, Content Management, User Experience, Accessibility (WCAG 1.0..., Adobe Creative Suite, FrameMaker, Arbortext, Microsoft Office, Microsoft Project, Axure RP, Online Help, Microsoft Visio, Single-Sourcing, Requirements Analysis, Software Documentation

Education
Southern Illinois University, Carbondale   1989 — 1998
BS, Summa cum Laude, Electronics Management

Toula Azelis Toula Azelis Toronto, Canada Area Details
Toula Azelis's E*TRADE Financial Experience January 2003 - November 2005
Job .
Industry Financial Services
Experience
OANDA Corp   November 2005 - July 2013
E*TRADE Financial   January 2003 - November 2005
E*TRADE Financial   1999 - 2005

Skills
Leadership, Business Strategy, Customer Service, Team Leadership, Banking, Strategic Planning, Management, Portfolio Management, Market Making, Microsoft Office, Electronic Trading, Marketing Strategy, Marketing, Business Analysis, Financial Analysis, Regulatory Compliance, Anti Money Laundering, Suspicious Activity..., FATCA, Investigation, In-depth Analysis, Hiring Crew, Employee Management, Employee Training, Team Building, Employee Handbooks, Start-ups Management, Change Management, Project Management, Office Management, Event Planning, Trade Shows, Trading, Financial Markets

Education
Seneca College of Applied Arts and Technology   1995 — 1997

Lucia Mendoza-Ronquillo Lucia Mendoza-Ronquillo San Francisco Bay Area Details
Lucia Mendoza-Ronquillo's E*TRADE Financial Experience October 1999 - December 2002
Job Marketing Strategy, Technology, Process Optimization and Analytics Leader
Industry Investment Management
Experience
Wells Fargo  May 2013 - Present
BlackRock  April 2009 - May 2013
JP Morgan Chase  April 2007 - March 2009
Wells Fargo  December 2002 - April 2007
E*TRADE Financial   October 1999 - December 2002
Charles Schwab  February 1999 - October 1999
Bank of America  December 1985 - February 1999

Skills
Database Marketing, Email Marketing, Marketing Analytics, Data Warehousing, Teradata, Direct Marketing, End to End Campaign..., Campaign Effectiveness, Digital Marketing, Predictive Analytics, Segmentation, Business Intelligence..., MicroStrategy Reporting, Business Objects, Unica Affinium Campaign, Marketing Strategy, Strategic Financial..., Financial Modeling, Activity Based Costing, Investment Management, Technical Project..., Marketing Resource..., Analytics, Customer Acquisition, Business Intelligence, CRM, Customer Insight, Lead Generation, Management, Vendor Management, Strategy

Education
Stanford University Graduate School of Business   2012 — 2012
Executive Program

University of San Francisco - School of Management
MBA

University of the Philippines
BS

Steve Honeyfield Steve Honeyfield Greater San Diego Area Details
Steve Honeyfield's E*TRADE Financial Experience May 2002 - November 2003
Job Senior Compliance Analyst VALIC Financial Advisors, Inc.
Industry Financial Services
Experience
VALIC Financial Advisors, Inc.   December 2007 - Present
VALIC Financial Advisors, Inc.   November 2003 - December 2007
E*TRADE Financial   May 2002 - November 2003
E*TRADE Financial   July 2000 - May 2002
E*TRADE Financial   October 1999 - July 2000

Education
Sonoma State University

Oktay Erbil Oktay Erbil San Francisco Bay Area Details
Oktay Erbil's E*TRADE Financial Experience February 2011 - March 2013
Job Sr. Applications Engineer at Lecorpio
Industry Computer Software
Experience
Lecorpio  September 2013 - Present
E*TRADE Financial   February 2011 - March 2013
Hewlett Packard  November 2008 - February 2011
Symantec Corporation  January 2002 - October 2008
WebMD (Healtheon)   December 1997 - October 2001
Knight Ridder Information  March 1991 - November 1997
3Com Corporation  April 1990 - January 1991
Teknekron Communications Systems   September 1989 - April 1990
Anistics, Inc (A subsidiary of Alexander & Alexander)   March 1980 - September 1989

Skills
Integration, Software Project..., Unix, Software Development, IT Service Management, SaaS, Perl, Solaris, JavaScript, ITIL, Oracle, Databases, Linux, Java, C++, C

Education
Stanford University   1978 — 1979
M.S, Computer Engineering

Istanbul Technical University   1972 — 1977
B.S, Electrical Engineering

Sandy Vehrs Sandy Vehrs San Francisco Bay Area Details
Sandy Vehrs's E*TRADE Financial Experience May 2013 - Present
Job Security Compliance Specialist at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial   May 2013 - Present
Ameriprise Financial  October 2008 - August 2012
Clark Consulting  June 2003 - October 2008
RBC Dain Rauscher  June 2002 - April 2003
Piper Jaffray  July 1991 - June 2002

Skills
Series 7, Series 9, Series 24, Series 63, Series 66, FINRA, Mutual Funds, Disability Insurance, Financial Services, Risk Management, Financial Risk, Insurance, Securities, Analysis, Employee Benefits, Wealth Management, Retirement Planning, Finance, Leadership

Education
St. Cloud State University   1988 — 1991
BS, Business Administration

Willmar Community College   1986 — 1988
Associate of Arts (A.A.), Legal Secretary

Redwood Falls High School   1983 — 1986

Rao Thammana Rao Thammana Greater New York City Area Details
Rao Thammana's E*TRADE Financial Experience July 2011 - June 2012
Job Tax Remediation AnalystHSBC
Industry Banking
Experience
HSBC  July 2013 - July 2015
E*TRADE Financial   July 2011 - June 2012
bkny   2010 - 2011
Deutsche Bank  June 2007 - May 2008
JPMorgan Chase & Co.   September 2002 - December 2005
TD Waterhouse  1995 - 2001

Skills
Financial Analysis, Investments, Strategic Financial..., Mutual Funds, Tax, Banking, Equities, Series 7, Risk Management, Securities

Education
State University of New York at New Paltz   1987 — 1991

Argyrie Galanes Argyrie Galanes Greater New York City Area Details
Argyrie Galanes's E*TRADE Financial Experience 2005 - Present
Job Senior Global Events Specialist at E*TRADE FINANCIAL
Industry Financial Services
Experience
Etrade Financial  2005 - Present
E*TRADE FINANCIAL   2002 - Present
E*TRADE Financial   August 2002 - June 2011

Education
State University of New York at New Paltz   1990 — 1993

Greg Comella Greg Comella Sacramento, California Area Details
Greg Comella's E*TRADE Financial Experience 2006 - 2006
Job Human Resources Specialist at USDI Bureau of Land Management
Industry Government Administration
Experience
USDI - Bureau of Land Management  April 2006 - Present
E*TRADE Financial   2006 - 2006
Fulfillment Plus Services, Inc   2004 - 2006

Skills
Federal Personnel..., Part 5 Code of Federal..., Human Resources, Management, Team Building, Customer Service, Advertising, Hiring, Policy, Employee Relations, Organizational..., Personnel Management, Government, Onboarding, Deferred Compensation

Education
Simpson University   2000 — 2003
Bachelors, Business and Human Resources

Southwestern Oregon Community College   1997 — 2000
Associates, Business Administration

Jim Sullivan, CEP Jim Sullivan, CEP Austin, Texas Details
Jim Sullivan, CEP's E*TRADE Financial Experience November 1997 - July 2011
Job Stock Plan Administrator at Apple Inc.
Industry Financial Services
Experience
Apple Inc.  July 2011 - Present
E*TRADE Financial   November 1997 - July 2011
Progressive Casualty Insurance Co   March 1994 - October 1997
Progressive Casualty Insurance Co.   November 1986 - January 1992

Skills
Restricted Stock, Equities, Financial Services, Stocks, Options, Executive Pay, Series 7, Securities, Mergers, Series 63, Incentive Programs, 401k, Deferred Compensation, SEC filings

Education
Santa Clara University
CEP, Certified Equity Professional

Russ Norman Russ Norman Greater Atlanta Area Details
Russ Norman's E*TRADE Financial Experience July 2009 - Present
Job Director Storage Engineering at Etrade
Industry Information Technology and Services
Experience
etrade  May 2014 - Present
Etrade Financial  July 2009 - Present
Emory University  February 2007 - January 2010
EMC Corp  March 2006 - February 2007
Georgia Pacific  February 2003 - March 2006
Premier Systems/Di-Data   March 1997 - February 2003
Southern Tech   September 1988 - September 2000
BellSouth Corp  July 1988 - March 1997
Lockheed Georgia  January 1987 - June 1988

Skills
Storage Area Networks, Integration, SAN, Storage, NAS, Unix, Architecture, Data Center, Linux, Cloud Computing, Disaster Recovery, Windows Server, Team Leadership, System Administration, Troubleshooting, Team Building, Solaris, Systems Engineering, Enterprise Architecture, HP, HP-UX, Hardware, Servers, High Availability, Cisco Technologies, NetApp, VMware, Server Architecture, VMware Infrastructure, Virtualization, Business Continuity, EMC Storage, Red Hat Linux, Cluster, VDI, Enterprise Storage, Replication, vSphere, Storage Virtualization, Shell Scripting, VMware ESX, Brocade

Education
Southern Polytechnic State University   1985 — 1988
BSEET

Joyce Siegel Joyce Siegel Greater Los Angeles Area Details
Joyce Siegel's E*TRADE Financial Experience September 2008 - July 2012
Job Licensed Financial Services Professional
Industry Financial Services
Experience
Etrade Financial  September 2008 - July 2012
Charles Schwab  1999 - 2007
Charles Schwab  1993 - 1999
Dale Carnegie & Assoc., Inc.   1991 - 1993

Education
Southern Connecticut State University
BS

University of Miami

Belen Cabot Belen Cabot San Francisco Bay Area Details
Belen Cabot's E*TRADE Financial Experience June 2012 - September 2012
Job Compliance Consultant at Wells Fargo Global Financial Institutions Group
Industry Financial Services
Experience
Wells Fargo  January 2013 - March 2013
E*TRADE Financial   June 2012 - September 2012
Union Bank  June 2010 - June 2012
BSA/AML   November 2007 - May 2010
IPSA International  January 2005 - April 2007

Skills
AML, KYC, Legal Research, Commercial Banking, Risk Management, Due Diligence, Fraud, Financial Risk, Banking, Risk Assessment, Private Investigations

Education
The George Washington University Law School
Juris Doctor

Stanford University   1995 — 1999
Bachelor's degree, International Relations/Spanish

Amy Oswald Amy Oswald Charlotte, North Carolina Area Details
Amy Oswald's E*TRADE Financial Experience November 2005 - February 2006
Job Consumer Direct Mortgage Specialist NMLS # 940535 at Suntrust Mortgage
Industry Insurance
Experience
Suntrust Mortgage  November 2014 - Present
MetLife  June 2014 - October 2014
Bank of America  July 2012 - June 2014
Merrill Lynch Wealth Management  December 2009 - June 2012
Bank of America  February 2009 - December 2009
Bank of America  August 2008 - March 2009
Banc of America Investments  November 2007 - August 2008
Banc of America Investment Services Inc.  February 2006 - November 2007
E*TRADE Financial   November 2005 - February 2006
Delinquency Servicing Unit Leader   1995 - 2005

Skills
Series 7, Series 63, Coaching, Call Center, Investments, Mortgage Lending, Mortgage Servicing, Retail Brokerage, Residential Mortgages, Outstanding Customer..., Call Centers, Financial Services, Mutual Funds, Finance, Options, Equities, Customer Service, Trading, Wealth Management, Banking, Retirement Planning, Credit, Loans, Portfolio Management, Securities, Credit Analysis, FHA, Mortgage Banking, Consumer Lending

Education
State University of New York College at Buffalo   1991 — 1996
Bachelor of Science, Business Studies

Kara Hackenburg Kara Hackenburg Greater Denver Area Details
Kara Hackenburg's E*TRADE Financial Experience August 1995 - December 1997
Job Sr. Investment Operations Manager at SVB Financial Group
Industry Financial Services
Experience
SVB Financial Group  June 2010 - Present
Silicon Valley Bank  October 2002 - June 2010
Wells Fargo  March 2000 - October 2002
NASD  June 1999 - March 2000
Smith Barney  December 1997 - June 1999
E*TRADE Financial   August 1995 - December 1997

Skills
Banking, Capital Markets, Investments, Securities, Financial Services, FINRA, Portfolio Management, Risk Management

Education
Santa Clara University   1992 — 1995
BS

Chin Liu Chin Liu Greater Boston Area Details
Chin Liu's E*TRADE Financial Experience August 2005 - April 2006
Job Portfolio Manager at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments  November 2007 - Present
Numeric Investors  June 2006 - October 2007
E*TRADE Financial   August 2005 - April 2006
Flextronics  June 2005 - August 2005

Skills
Tail Risk Hedge, Derivatives, Insurance Linked..., Asset Allocation, Non-Traditional Bond..., Hedging, Bonds, Mutual Funds, Asset Management, Investment Management, Options, Portfolio Management, Fixed Income, Trading, Securities, Investment Strategies, Financial Risk, Swaps

Education
Stanford University   2004 — 2006
M.S., Management Science & Engineering

Tsinghua University   1996 — 2000
B.S., Mechanical Engineering

Jermaine Steward Jermaine Steward Charlotte, North Carolina Area Details
Jermaine Steward's E*TRADE Financial Experience June 2006 - September 2006
Job Experienced Customer Service/Supervisor/Quality Associate
Industry Financial Services
Experience
Aon Hewitt  May 2012 - Present
Hewitt Associates  October 2008 - April 2012
TIAA-CREF  November 2006 - June 2008
E*TRADE Financial   June 2006 - September 2006

Skills
Call Center, Insurance, Microsoft Money, Credit, Defined Benefit, 401k, Investments, PeopleSoft, Customer Service, Call Centers, Benefits Administration, Process Improvement, Microsoft Excel

Education
South Carolina State University   1998 — 2006
Bachelor of Science (BS), Business Administration and Management, General

Denmark-Olar High   1994 — 1998

Jennifer Shepherd Cashio Jennifer Shepherd Cashio Sacramento, California Area Details
Jennifer Shepherd Cashio's E*TRADE Financial Experience May 1998 - January 2007
Job Sr. Stock Administrator at eHealth, Inc.
Industry Hospital & Health Care
Experience
eHealth, Inc.   January 2007 - Present
E*TRADE Financial   May 1998 - January 2007
DLA Piper (formerly known as Gray Cary Ware and Freidenrich)   March 1995 - May 1998

Skills
Mergers, Procedure Creation, Options, SOX, Stock, Stocks, Sarbanes-Oxley Act, SEC filings, Internal Controls, Employee Benefits, Employee Relations, Human Resources, Executive Pay, Mergers & Acquisitions, Management, Process Improvement, Equities, Financial Reporting, Restricted Stock, Accounting, Payroll, PeopleSoft, Due Diligence, Deferred Compensation, Administration, ADP Payroll, HRIS, Benefits Administration, Incentive Programs, Onboarding, Applicant Tracking..., Vendor Management, Executive Management, SEC Filings, Employee Stock Options

Education
Santa Clara University   1997 — 1999
CEP, CEP Certified Equity Professional

Santa Clara University   1990 — 1992
BS, Political Science

University of the Pacific   1988 — 1990
Political Science

Arroyo High School   1984 — 1988
HS, College Preparatory

Jay Black Jay Black Greater Salt Lake City Area Details
Jay Black's E*TRADE Financial Experience June 2010 - Present
Job Beneficiary Service Specialist Research and Resolution at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial   June 2010 - Present
E-Trade Financial  September 2008 - September 2010
Fidelity Investments  November 2006 - July 2008
Fidelity Investments  May 2000 - November 2006
Teltrust Communications   1994 - 2000
Teltrust Inc.  1994 - 2000
Teltrust Communications   March 1996 - June 1998

Skills
Series 7, Call Center, Customer Service, Mutual Funds, Critical Thinking, Securities, Outlook, Excel, Customer Experience, Problem Solving, Process Improvement, PowerPoint, Word, Microsoft Office, Research, Mentoring, Conflict Resolution, Teamwork

Education
Westminster College   2004 — 2011
BS, Management

Weber State University   1994 — 1997
AS, Business Management

Snow College   1990 — 1993
General Studies

West Jordan High School   1986 — 1990
Diploma

West Jordan High School   1986 — 1990
Diploma, Honors

Dayana Abreu, CEP Dayana Abreu, CEP Alpharetta, Georgia Details
Dayana Abreu, CEP's E*TRADE Financial Experience May 2012 - May 2014
Job Implementation Manager at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial Corporation  May 2014 - Present
E*TRADE Financial   May 2012 - May 2014
Computershare  January 2012 - April 2012
The Bank of New York Mellon  April 2008 - April 2012
The Bank of New York Mellon  September 2005 - April 2008
BNY Mellon  2001 - 2007

Skills
Securities, Project Management, Coaching, Financial Services, Training, Call Centers, Analysis, Banking, Business Planning, Business Process, Corporate Actions, Databases, Equities, Investments, Leadership, Management, Mutual Funds, Risk Management, Series 7, Series 63, Vendor Management

Education
Berkeley College

Santa Clara University
Certified Equity Professional

Sophia Kerr-Douglas Sophia Kerr-Douglas Fort Lauderdale, Florida Details
Sophia Kerr-Douglas's E*TRADE Financial Experience September 2006 - November 2010
Job Project Management Manager, Product Management at TradeStation Securities
Industry Financial Services
Experience
TradeStation Securities  November 2010 - Present
E*TRADE Financial   September 2006 - November 2010
J P Morgan Chase  April 2004 - August 2006
American Express  October 1996 - February 2004

Skills
Vendor Management, Process Improvement, Business Analysis, Risk Management, Product Management, SDLC, Financial Services, Project Planning, Leadership, Project Management

Education
St. Thomas University
BA, Communications

Michael Bondi Michael Bondi Greater Chicago Area Details
Michael Bondi's E*TRADE Financial Experience April 2006 - April 2007
Job Trader at TradeLink
Industry Financial Services
Experience
TradeLink  April 2011 - Present
TradeLink  September 2008 - May 2011
TradeLink  April 2007 - September 2008
Etrade Financial  April 2006 - April 2007
Technology Partners  April 2004 - April 2006

Skills
Equity Trader, Commodities Futures..., Series 7, Series 63, FINRA, Trading, Equities, Electronic Trading, Proprietary Trading, Options, Trading Systems, Securities, Trading Strategies, Portfolio Management, Fixed Income, Mutual Funds, Bloomberg, Market Making, Investments, Financial Markets, Financial Modeling, Bonds, Hedging, Managed Futures, Derivatives, Asset Management, Commodity

Education
Southern Illinois University, Edwardsville   1997 — 2003
B.S., Finance

Elgin St Edward Central Catholic HS

Raj Pendurthi, MBA Raj Pendurthi, MBA Washington D.C. Metro Area Details
Raj Pendurthi, MBA's E*TRADE Financial Experience April 2011 - March 2013
Job Oracle EBS Support Analyst at TEKsystems
Industry Information Technology and Services
Experience
TEKsystems  May 2015 - Present
IT Convergence  April 2013 - April 2015
MasTec Advanced Technologies  April 2013 - March 2014
E*TRADE Financial   April 2011 - March 2013
Metropolitan Washington Airport Authority  June 2009 - April 2011
NII Holdings, Inc.   April 2010 - August 2010
Premier IT   2005 - June 2009
Paradigm Geophysical Corp.   January 2008 - April 2008
Novatel Wireless  March 2007 - August 2007
Equatrac   July 2006 - December 2006

Skills
Oracle E-Business Suite, Oracle Applications, Business Process, Oracle, Integration, Process Improvement, Data Migration, ERP, Business Requirements, Order to Cash, Finance, Oracle Financials, Accounts Receivable, Business Process..., Requirements Analysis, Solution Architecture, Orcale Financial..., Systems Analysis and..., Accounting, Financial Reporting, Financial Management..., Cash Flow, Business Process Design, Financial Analysis, Asset Managment, Cash Management, Financial Systems Design, Marketing Strategy, Chart of Accounts, Revenue Recognition, Oracle BIEE, FSG, Data Analysis, Government Procurement, Fixed Assets, Oracle R12 Financials, Oracle Project..., Oracle General Ledger, iReceivables, iExp, iProcurement, iPayments, Full SDLC, Oracle EBS Integration..., P&L, Balance Sheet and..., Purchasing - Procure to..., Purchasing - Source to..., CRM Qote to Cash Process, Oracle CRM, Business Analysis

Education
Shivaji University   1985 — 1987
MBA, Financial Management and Marketing Management

Nagarjuna University   1983 — 1985
Bachelor of Commerce With specialization in Accounting and Costing, Accounting, Costing, Economics and Commerce

Liz Gottfried Liz Gottfried San Francisco Bay Area Details
Liz Gottfried's E*TRADE Financial Experience 2000 - November 2011
Job Executive Director at MSCI Inc.
Industry Financial Services
Experience
MSCI Inc.  2011 - Present
E*TRADE Financial   2000 - November 2011
Well Fargo  September 1984 - September 2000

Skills
Financial Services, Securities, Investments, Equities, Series 7, Mutual Funds, Wealth Management, Product Management, Risk Management, Fixed Income, Capital Markets, Hedge Funds, Strategic Planning, Project Management, Analytics, Alternative Investments, Program Management

Education
Stanford University   1977 — 1981
BA, Human Biology

Joel Schaubert Joel Schaubert Austin, Texas Area Details
Joel Schaubert's E*TRADE Financial Experience October 2000 - June 2008
Job I build software that creates wealth
Industry Computer Software
Experience
Hospital Housekeeping Systems  May 2010 - Present
distict support.com   October 2008 - May 2010
Etrade Financial  October 2000 - June 2008
Works.com  October 1998 - October 2000
Object Reservoir  April 1998 - October 1998
Barracuda Software Inc for Motorola   1995 - 1998

Skills
Strategy, Integration, Cloud Computing, Web Applications, HIPAA, Programming, Middleware, Scalability, SOA, Product Development, Patents, Architectures, Enterprise Architecture, Agile Methodologies, Mobile Applications, Architecture, Strategic Planning, Databases, Team Building, Process Improvement

Education
Stanford University   2000 — 2002
MSEE, Electrical Engineering

University of Minnesota-Twin Cities   1983 — 1988
BSEE, Engineering

Martin Elute-Penda Martin Elute-Penda Chicago, Illinois Details
Martin Elute-Penda's E*TRADE Financial Experience May 2006 - June 2011
Job MD at JPN Ventures
Industry Banking
Experience
JPN Ventures   January 2014 - Present
Wells Fargo Financial  June 2011 - January 2014
E*TRADE Financial   May 2006 - June 2011
E&Y  May 2002 - May 2006
Arthur Andersen LLP  June 2001 - May 2002

Skills
Financial Modeling, Financial Analysis, Banking, Mergers & Acquisitions, Equities, Capital Markets, Corporate Finance, Portfolio Management, Risk Management, Private Equity, Valuation, Fixed Income, Derivatives, Securities, Bloomberg

Education
University of Buea   1993 — 2006
Bachelor's Degree, Economics, BSc (Hons)

Southern Illinois University, Carbondale
MSc, Accountancy

University of Oxford - Said Business School
MBA, Finance & Strategy

Brian Askew Brian Askew Greater Salt Lake City Area Details
Brian Askew's E*TRADE Financial Experience August 2008 - March 2011
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  January 2015 - Present
Wells Fargo Advisors  March 2011 - December 2014
Etrade Financial  August 2008 - March 2011
UPS  March 2008 - August 2008
InterContinental Hotels Group  September 2006 - February 2008
InterContinental Hotels Group  February 2005 - August 2006

Skills
Microsoft Office, Spreadsheet Programming, Microsoft Excel, Microsoft Access, SQL, Securities, Mutual Funds, Microsoft Word, Customer Service, PowerPoint, Spreadsheets, Series 7, Financial Services, Finance

Education
University of Phoenix   2005 — 2006
Masters, M.B.A

Southern Utah University   1999 — 2004
Bachelors, Economics

Southern Utah University   1999 — 2004
Bachelors, Political Science

Joe Sneed Joe Sneed Chicago, Illinois Details
Joe Sneed's E*TRADE Financial Experience 2010 - 2013
Job Equity Trader at Avatar Securities, LLC
Industry Capital Markets
Experience
Avatar Securities, LLC  March 2013 - October 2014
E*TRADE Financial   2010 - 2013
Sole Proprietor  2007 - 2010
Bell Trading LLC  2003 - 2007
Dempsey & Company / E*TRADE   1998 - 2003

Skills
Strategic Planning, Electronic Trading, Proprietary Trading, New Business Development, Equity Trading, Commodity, Futures Trading, Trading, Traders, Marketing Strategy, Financial Markets, Trading Systems, Trading Strategies, Hedging, Equities, Bonds, ETFs, Series 7

Education
Southern Illinois University, Carbondale   1984 — 1988
Bachelor's degree, Marketing

Kenneth Hayes Kenneth Hayes Greater Atlanta Area Details
Kenneth Hayes's E*TRADE Financial Experience May 2011 - Present
Job at
Industry Financial Services
Experience
E*TRADE Financial Corporation  June 2015 - Present
E*TRADE Financial   May 2011 - Present
E*Trade Financial Corporation  July 2009 - May 2011
Enterprise Rent-A-Car  February 2009 - July 2009
Enterprise Rent-A-Car  December 2007 - February 2009
Citi Group  June 2007 - December 2007

Skills
Series 7, Series 63, Sales, Investments

Education
State University of New York College at Buffalo   2003 — 2007
Bachelors, Economics, Finance

Brittany Van Dover Brittany Van Dover Greater New York City Area Details
Brittany Van Dover's E*TRADE Financial Experience August 2009 - August 2010
Job Registered Nurse
Industry Hospital & Health Care
Experience
North Shore-LIJ Health System  July 2015 - Present
Reval  October 2013 - May 2014
RBC Capital Markets  April 2013 - July 2013
CIBC  August 2010 - March 2013
E*TRADE Financial   August 2009 - August 2010
FINRA  August 2007 - July 2009
ABN AMRO Asset Management (Guernsey) Limited   2005 - 2005
ABN AMRO Asset Management  2005 - 2005

Skills
ICU, Nursing, Registered Nurses, Patient Safety, Patient Education, Patient Advocacy, Securities, Fixed Income, Capital Markets, Financial Services, Series 7, Securities Regulation, Interest Rate Swaps, Equities, Hedge Funds, Bonds, AML, Treasury Management, Options, Bloomberg, Derivatives, Risk Management

Education
Stony Brook University   2014 — 2015
Bachelor of Science (BS), Accelerated Nursing/Registered Nurse

Siena College   2003 — 2007
Bachelor of Business Administration (B.B.A.), Accounting

Robert Chapdelaine Robert Chapdelaine Chicago, Illinois Details
Robert Chapdelaine's E*TRADE Financial Experience August 2013 - July 2015
Job Manager, Active Trader Sales
Industry Financial Services
Experience
OptionsHouse & Aperture Group, LLC   July 2015 - Present
E*TRADE Financial   August 2013 - July 2015
E*TRADE Financial   June 2010 - August 2013
E*TRADE Financial   February 2008 - June 2010

Skills
FINRA, Series 7, Series 63, Securities, Options, Relationship Management, Equities, Electronic Trading, Equity Trading, Portfolio Management, ETFs, Trading, Series 24, Futures, Technical Analysis, Consultative Sales..., Trading Strategies, Asset Allocation, Trade Shows, Uniform Combined State..., Salesforce.com, Series 3, Series 4, Series 55, Trading Systems, Series 34, Series 66

Education
Sophia University   2003 — 2007
BA, Political Science and International Relations

Kendra Baxter Kendra Baxter United States Details
Kendra Baxter's E*TRADE Financial Experience July 1997 - May 1998
Job Assistant Director/Software Analyst at Southern New Hampshire University
Industry Banking
Experience
Southern New Hampshire University  August 2014 - Present
Centrix Bank  June 2011 - August 2014
City of Nashua, NH  November 2008 - September 2010
Innisbrook Wraps  August 2004 - January 2009
ADP  June 1998 - June 2004
E*TRADE Financial   July 1997 - May 1998
CODA  1989 - 1997
Digital Equipment Corporation  1981 - 1990

Skills
Project Management, Management, SaaS, Business Analysis, Cross-functional Team..., Professional Services, Quality Assurance, CRM, Team Building, Visio, Business Process..., Risk Management, Program Management, Contract Management, Software Project..., Vendor Management, Business Intelligence, SDLC, Process Improvement, Test Planning, Team Mentoring, Data Analysis, Data Mining, Analysis

Education
College for America at Southern New Hampshire University   2014 — 2014
Associate of Arts in General Studies, Business Concentration

Southern New Hampshire University
Information Technology and Business

Jack Radin Jack Radin San Francisco Bay Area Details
Jack Radin's E*TRADE Financial Experience December 2001 - October 2004
Job CFO at MasonMcDuffie Mortgage Corporation
Industry Capital Markets
Experience
Mason-McDuffie Mortgage Corporation  March 2009 - Present
Lime Financial  December 2007 - February 2009
American Home Mortgage  December 2006 - August 2007
MortgageIT, Inc.   2004 - 2006
E*TRADE Financial   December 2001 - October 2004

Education
Stanford University
BA, Social Sciences

Tulane University - A.B. Freeman School of Business
MBA

Rodi Guidero Rodi Guidero Greater Seattle Area Details
Rodi Guidero's E*TRADE Financial Experience 1999 - 2000
Job Company confidential
Industry Investment Management
Experience
Company confidential  July 2010 - Present
Independent Consultant - Venture Capital   January 2010 - June 2010
ComVentures   April 2006 - December 2009
AllBusiness.com  2004 - 2007
VantagePoint Venture Partners  August 2000 - April 2006
E*TRADE Financial   1999 - 2000
Brobeck, Phleger & Harrison   1996 - 1999

Skills
Venture Capital, Private Equity, Start-ups, Mergers, Venture Financing

Education
Stanford University Law School   1993 — 1996
J.D.

University of Washington   1988 — 1992
B.A., English

South Whidbey High School

Christine Berglund Christine Berglund Washington D.C. Metro Area Details
Christine Berglund's E*TRADE Financial Experience December 2013 - February 2015
Job Sr. Manager Digital Design, Capital One Labs at Capital One
Industry Online Media
Experience
Capital One  July 2015 - Present
E*TRADE Financial Corporation  March 2015 - July 2015
E*TRADE Financial   December 2013 - February 2015
Quidsi Inc.  April 2013 - December 2013
Scholastic  January 2010 - April 2013
Scholastic  April 2009 - January 2010
Scholastic  June 1999 - April 2009
Avenue Magazine  June 1997 - June 1998
State University of New York at New Paltz  September 1992 - January 1997

Skills
User Interface Design, User Experience, Creative Direction, Interaction Design, Adobe Creative Suite, Art Direction, Layout, Typography, Publishing, Brochures, Graphic Design, Logo Design, Corporate Identity, Catalogs, Graphics, Book Design, Art, Brand Development, Editorial, Books, Illustration, Concept Design, QuarkXPress, Image Manipulation, User Experience Design, Adobe Acrobat, Magazines, InDesign, Illustrator, Web Design, Pre-press, Email Marketing, Visual Communication, Photography, Information Design, Mobile Design, Posters, Vector Illustration, Visual Design, Branding & Identity, Concept Development, Integrated Marketing, E-commerce, Creative Strategy, Digital Illustration, Mac, Information Architecture, Corporate Branding, Experience Design

Education
State University of New York at New Paltz   1992 — 1997
BFA, Graphic Design, Metalsmithing, English

Todd Zimmerman Todd Zimmerman Greater New York City Area Details
Todd Zimmerman's E*TRADE Financial Experience July 2008 - March 2009
Job Platinum Relationship Manager at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE SECURITIES LLC, E*TRADE CAPITAL MANAGEMENT LLC   2008 - Present
Etrade Financial  July 2008 - March 2009
E*TRADE Financial   November 2007 - 2008
Commerce One Financial LLC   November 2006 - November 2007

Skills
Investments, Investment Strategies, Series 7, Series 63, series 66, Securities, Mutual Funds, Asset Allocation, Wealth Management, Trading, Equities, Options, Alternative Investments, Fixed Income, Investment Advisory, Portfolio Management, ETFs, Relationship Management

Education
State University of New York College at Buffalo   2001 — 2005
B.A., Public Relations, Marketing, Advertising, Minor: Political Science, Minor: Creative Studies

Brian Kofoed Brian Kofoed Greater Salt Lake City Area Details
Brian Kofoed's E*TRADE Financial Experience August 2009 - June 2011
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  May 2014 - Present
Fidelity Investments  October 2011 - May 2014
Fidelity Investments  June 2011 - October 2011
E*TRADE Financial   August 2009 - June 2011
Fidelity Investments  June 2007 - August 2009

Skills
Investments, Portfolio Management, CRM, Trading, Series 7, Management, Sales, SDLC, Salesforce.com

Education
University of Utah - David Eccles School of Business   2012 — 2013
Master of Business Administration (MBA), Business Administration and Management, General

Southern Utah University   2003 — 2007
Bachelor of Science, Marketing

Marc Duffy Marc Duffy Washington D.C. Metro Area Details
Marc Duffy's E*TRADE Financial Experience January 2004 - August 2006
Job lawyer at AARP Services
Industry Financial Services
Experience
AARP Services, Inc.   August 2006 - Present
ETRADE Financial  January 2004 - August 2006
Legg Mason  September 2000 - January 2004

Education
Seattle University School of Law   1986 — 1989
JD

Dawn Burke Dawn Burke Greater New York City Area Details
Dawn Burke's E*TRADE Financial Experience May 2006 - April 2013
Job Director, Offline Advertising & Brand Management at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade  October 2014 - Present
E*TRADE Financial   May 2006 - April 2013
TD Waterhouse  1998 - 2005

Skills
Series 7, Series 63, Direct Marketing, Online Advertising, Financial Services, Marketing Communications, Advertising, Marketing Strategy, Social Media, Marketing, Integrated Marketing, Digital Marketing, Analytics, Wealth Management

Education
St. John's University   1994 — 1998

Karl Roessner Karl Roessner Greater New York City Area Details
Karl Roessner's E*TRADE Financial Experience May 2009 - Present
Job EVP and General Counsel at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial   May 2009 - Present
Clifford Chance US LLP  May 2001 - May 2009
Clifford Chance US LLP  January 2000 - May 2001
Rogers & Wells  September 1992 - December 2000

Skills
Mergers & Acquisitions, Corporate Governance, Securities, Corporate Law, Joint Ventures, Due Diligence, Capital Markets, Regulatory Interactions, Banking, Compliance Oversight

Education
St. John's University School of Law   1989 — 1992
JD

Siena College   1985 — 1989
BBA, Accounting

Tom Vitale Tom Vitale Greater New York City Area Details
Tom Vitale's E*TRADE Financial Experience May 2010 - Present
Job Branch Manager at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation  June 2015 - Present
E*TRADE Financial   May 2010 - Present
AllianceBernstein  January 2006 - March 2010
AllianceBernstein  January 2004 - December 2005
AllianceBernstein  September 2002 - December 2003
AllianceBernstein  June 2000 - August 2002
American Express Financial Advisors  January 1999 - June 2000

Skills
Mutual Funds, Series 7, Investments, Fixed Income, Financial Services, ETFs, Investment Strategies, CRM, Selling, Capital Markets, Leadership, Management, Equities, Strategic Planning

Education
Saint Thomas Aquinas College   1995 — 1999
Bachelor of Science, Finance

Joe Montuoro Joe Montuoro Greater Grand Rapids, Michigan Area Details
Joe Montuoro's E*TRADE Financial Experience June 2010 - September 2010
Job Financial Advisor Representative at Bankers Life and Casualty/ProEquities
Industry Financial Services
Experience
Bankers Life and Casualty/ProEquities   October 2011 - February 2012
Centennial Securities Co. LLC   February 2011 - March 2011
E*TRADE Financial   June 2010 - September 2010
Fidelity Investments  February 2001 - February 2009
NECA  January 1999 - January 2001

Education
Millburn High School   1984 — 1998

Seton Hall University   1995 — 1997
MBA, Finance

Drew University   1991 — 1992
BA, Psychology

University of Colorado Boulder   1988 — 1991

Victor Spigner Victor Spigner Greater Atlanta Area Details
Victor Spigner's E*TRADE Financial Experience January 2010 - June 2012
Job Quality Analyst
Industry Financial Services
Experience
Coca-Cola Refreshments  December 2012 - Present
Financial Services Institute  September 2012 - December 2012
E*TRADE Financial   January 2010 - June 2012
E*TRADE Financial   July 2008 - January 2010
E*TRADE Financial   April 2006 - July 2008
Distribution Technology   February 2003 - April 2006

Skills
Process Improvement, Call Center, Call Centers, Insurance, Salesforce.com, Leadership, Quality Assurance, Training, Customer Satisfaction, Management, Operations Management, Program Management, Financial Services, Coaching, Analysis, Customer Service

Education
South Carolina State University   1987 — 1992
Bachelor of Science, Business Management

Neelaksh Sharma Neelaksh Sharma Alpharetta, Georgia Details
Neelaksh Sharma's E*TRADE Financial Experience October 2013 - Present
Job Database Engineer at E*TRADE Financial
Industry Information Technology and Services
Experience
E*TRADE Financial   October 2013 - Present
E*Trade Financial   April 2011 - October 2013
Microland  January 2009 - January 2011

Skills
Sybase Adaptive Server, GoldenGate, VMware, Perl Script, Shell Scripting, Python, VMware ESX, SQL, MongoDB, Node.js, Jade, Integration, Linux, Hadoop, Servers, Website Development, Unix

Education
Sikkim Manipal University of Health, Medical and Technological Sciences   2005 — 2009
Engineering in Computer Sc., Computers

HOLY CROSS CONVENT SCHOOL

Seshanna Gooty Seshanna Gooty San Francisco Bay Area Details
Seshanna Gooty's E*TRADE Financial Experience October 2001 - Present
Job Senior Manager, Performance Engineering and Load Testing at Etrade Financial
Industry Financial Services
Experience
E*TRADE Financial Corporation  May 2014 - Present
Etrade Financial  October 2001 - Present

Education
Sri Venkateswara University   1985 — 1989
Bachelor of Technology (B.Tech.)

APRSK, Kodiginahalli

Brandon Ballif Brandon Ballif Greater Salt Lake City Area Details
Brandon Ballif's E*TRADE Financial Experience September 2013 - Present
Job MidMarket, Client Services at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial   September 2013 - Present
Neovest  March 2008 - October 2013
Neovest  March 2008 - January 2013
Account Services   March 2008 - January 2013
Diamond Wireless  August 2007 - March 2008
Westours Motorcoach inc   January 2007 - August 2007
Summit Fitness Equipment   July 2006 - April 2007
LDS  June 2004 - July 2006

Skills
Account Management, Electronic Trading, Trading Systems, Sales, Equity Trading, Sales Management, Options, Team Building, Windows, Customer Service, Team Leadership, Marketing, Direct Sales, Microsoft Office, Strategic Planning, Project Management, Sales Process

Education
Western Governors University   2011 — 2014
Bachelors, Business Marketing

Utah Valley State College   2006 — 2009

Southern Utah University   2004 — 2004

Gary Sarkissian, CFA Gary Sarkissian, CFA Boston, Massachusetts Details
Gary Sarkissian, CFA's E*TRADE Financial Experience November 2006 - July 2007
Job
Industry Financial Services
Experience
Ned Davis Research, Inc.   May 2011 - January 2014
Morgan Stanley Smith Barney  July 2007 - May 2011
E*TRADE Financial   November 2006 - July 2007
Premier Mortgage Funding  September 2005 - October 2006

Skills
Equities, Investments, Financial Markets, Asset Allocation, Fixed Income, Financial Modeling, Investment Strategies, Wealth Management, Market Research, Finance, Options, Strategy, Portfolio Management, Trading, Series 7, Financial Services

Education
University of South Florida - College of Business Administration   2000 — 2002
BS

St. Petersburg College   1999 — 2000
AA

Paula Augustine Paula Augustine Greater New York City Area Details
Paula Augustine's E*TRADE Financial Experience December 2005 - April 2006
Job Financial Services Professional
Industry Financial Services
Experience
cw  October 2012 - Present
Ridge Clearing  May 2006 - January 2011
E*TRADE Financial   December 2005 - April 2006

Skills
Investments, Mutual Funds, Banking, Financial Services, Securities, Loans

Education
Saint John's University   1986 — 1990
Bachelor of Science (BS, Business Administration and Management, General

St. John's University
Bachelor of Science (B.S.), Business Administration and Management, General

St. John's University
Bachelor of Science (B.S.), Business Administration and Management, General

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