E*TRADE Financial
Industry: Financial services company
DescriptionE-Trade Financial Corporation is a financial services company organized in Delaware and headquartered in New York City. The company provides services for individuals and institutions that are investing online. Customer service: 80033387233 Headquarters: New York City, New York, United States Subsidiaries: OptionsHouse, LLC, Founders: William A. Porter, Bernard A. Newcomb
E*TRADE Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at E*TRADE Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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E*TRADE Financial Employees
Employee
Years
Job
Industry
Daniel Ethington Daniel Ethington's E*TRADE Financial Experience December 2007 - October 2013
Job Licensed Financial Service Representative
Industry Financial Services
Experience
Imdalind Press October 2013 - July 2014
E*TRADE Financial December 2007 - October 2013
Skills
Finance, Series 7, Mutual Funds, Series 63, Investments, Securities, Financial Services, Banking, Equities, Strategic Financial..., Retirement Planning, Wealth Management, Retirement, Credit, Asset Allocation, Accounting, Risk Management, Mortgage Lending, Corporate Finance
Education
Western Governors University 2010 — 2013
Business Administration and Management, General
University of Phoenix 2008 — 2010
Accounting and Finance
Imdalind Press October 2013 - July 2014
E*TRADE Financial December 2007 - October 2013
Skills
Finance, Series 7, Mutual Funds, Series 63, Investments, Securities, Financial Services, Banking, Equities, Strategic Financial..., Retirement Planning, Wealth Management, Retirement, Credit, Asset Allocation, Accounting, Risk Management, Mortgage Lending, Corporate Finance
Education
Western Governors University 2010 — 2013
Business Administration and Management, General
University of Phoenix 2008 — 2010
Accounting and Finance
Jordan Edgel Jordan Edgel's E*TRADE Financial Experience August 2011 - August 2014
Job Platinum Executive Services Specialist @ Etrade Financial
Industry Financial Services
Experience
E*TRADE Financial Corporation August 2014 - Present
E*TRADE Financial August 2011 - August 2014
Skills
Series 7, Series 63, Securities, Wealth Management, Employee Equity..., Bilingual-English/Spanis..., General Awesomeness
Education
University of Phoenix
Bachelor of Science (BS), Business Finance
E*TRADE Financial Corporation August 2014 - Present
E*TRADE Financial August 2011 - August 2014
Skills
Series 7, Series 63, Securities, Wealth Management, Employee Equity..., Bilingual-English/Spanis..., General Awesomeness
Education
University of Phoenix
Bachelor of Science (BS), Business Finance
Jared Hague Jared Hague's E*TRADE Financial Experience January 2011 - October 2013
Job Digital Services Manager at PostFilm Design
Industry Internet
Experience
PostFilm Design December 2014 - Present
Tin Robot October 2013 - Present
E*TRADE Financial January 2011 - October 2013
E*TRADE Financial April 2007 - January 2011
T. Rowe Price September 2004 - November 2006
Skills
Email Marketing, Marketing, Marketing Communications, Social Media Marketing, Social Media, Web Development, HTML/CSS/Javascript, Direct Marketing, Analytics, Investments, PHP, Linux Server..., Financial Services, Marketing Strategy, Online Marketing, Corporate Communications, Lead Generation, Customer Acquisition, SEO, Google Analytics, Google Webmaster Tools
Education
University of South Florida 1999 — 2004
Bachelor's, Journalism
PostFilm Design December 2014 - Present
Tin Robot October 2013 - Present
E*TRADE Financial January 2011 - October 2013
E*TRADE Financial April 2007 - January 2011
T. Rowe Price September 2004 - November 2006
Skills
Email Marketing, Marketing, Marketing Communications, Social Media Marketing, Social Media, Web Development, HTML/CSS/Javascript, Direct Marketing, Analytics, Investments, PHP, Linux Server..., Financial Services, Marketing Strategy, Online Marketing, Corporate Communications, Lead Generation, Customer Acquisition, SEO, Google Analytics, Google Webmaster Tools
Education
University of South Florida 1999 — 2004
Bachelor's, Journalism
Erin M Talbot Erin M Talbot's E*TRADE Financial Experience April 2013 - Present
Job Vice President at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial April 2013 - Present
E*TRADE Financial Corporation February 2011 - April 2013
E*TRADE Financial Corporation September 2009 - February 2011
E*TRADE Financial December 2007 - September 2009
Freddie Mac May 2007 - December 2007
Dean & Company Strategy Consulting 2006 - 2007
IBM 2004 - 2006
Inveresk Research 2002 - 2004
Skills
Financial Modeling, SAS, Risk Management, Financial Analysis, Project Management, Business Analysis, Data Analysis, Process Improvement, Analytics, Forecasting
Education
University of South Carolina-Columbia 1997 — 2001
BS, Statistics
E*TRADE Financial April 2013 - Present
E*TRADE Financial Corporation February 2011 - April 2013
E*TRADE Financial Corporation September 2009 - February 2011
E*TRADE Financial December 2007 - September 2009
Freddie Mac May 2007 - December 2007
Dean & Company Strategy Consulting 2006 - 2007
IBM 2004 - 2006
Inveresk Research 2002 - 2004
Skills
Financial Modeling, SAS, Risk Management, Financial Analysis, Project Management, Business Analysis, Data Analysis, Process Improvement, Analytics, Forecasting
Education
University of South Carolina-Columbia 1997 — 2001
BS, Statistics
Evan Trigg Evan Trigg's E*TRADE Financial Experience July 2013 - Present
Job Senior Auditor at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial July 2013 - Present
CliftonLarsonAllen August 2012 - July 2013
CSC August 2011 - July 2012
LarsonAllen May 2011 - July 2011
Skills
Internal Audit, Auditing, Accounting, GAAP, Financial Accounting, Financial Reporting, US GAAP, Financial Statements, Internal Controls, Assurance, SEC filings, Account Reconciliation, CPA, Microsoft Office, Financial Analysis, Microsoft Word, PowerPoint, Microsoft Excel, Data Analysis, External Audit, Sarbanes-Oxley Act, Corporate Finance, Enterprise Risk..., Cost Accounting, Tax Accounting, Leadership, Risk Assessment, Corporate Tax, IT Audit, Financial Services, SOX Compliancy, Securities Market, Data Mining, SAS, Weka, Sarbanes-Oxley, SOX 404, Business Analysis, Oracle PL/SQL..., Oracle, SQL, Relational Databases, Audit Command Language, Tableau
Education
University of South Florida 2013 — 2016
Master of Science (M.S.), Management Information Systems
University of South Carolina - The Moore School of Business 2010 — 2012
Bachelor of Science, Business Administration; Accounting and Finance
North Greenville University 2007 — 2010
E*TRADE Financial July 2013 - Present
CliftonLarsonAllen August 2012 - July 2013
CSC August 2011 - July 2012
LarsonAllen May 2011 - July 2011
Skills
Internal Audit, Auditing, Accounting, GAAP, Financial Accounting, Financial Reporting, US GAAP, Financial Statements, Internal Controls, Assurance, SEC filings, Account Reconciliation, CPA, Microsoft Office, Financial Analysis, Microsoft Word, PowerPoint, Microsoft Excel, Data Analysis, External Audit, Sarbanes-Oxley Act, Corporate Finance, Enterprise Risk..., Cost Accounting, Tax Accounting, Leadership, Risk Assessment, Corporate Tax, IT Audit, Financial Services, SOX Compliancy, Securities Market, Data Mining, SAS, Weka, Sarbanes-Oxley, SOX 404, Business Analysis, Oracle PL/SQL..., Oracle, SQL, Relational Databases, Audit Command Language, Tableau
Education
University of South Florida 2013 — 2016
Master of Science (M.S.), Management Information Systems
University of South Carolina - The Moore School of Business 2010 — 2012
Bachelor of Science, Business Administration; Accounting and Finance
North Greenville University 2007 — 2010
Barbara Myers, PMP Barbara Myers, PMP's E*TRADE Financial Experience March 2000 - April 2007
Job Project Manager at Gilead Sciences
Industry Information Technology and Services
Experience
Visa April 2013 - June 2013
NetApp October 2010 - March 2013
Pricelock April 2010 - June 2010
Visa October 2007 - October 2008
Siemens Business Services, Inc. April 2007 - September 2007
E*TRADE Financial March 2000 - April 2007
HP February 1996 - February 2000
US Bank January 1993 - January 1996
Bank of America April 1980 - April 1990
Skills
PMP, CRM, Software Integrations, Vendor Management, Teamwork, Getting The Job Done, Issue Resolution, Software Development
Education
University of San Francisco 1984 — 1986
BS
Visa April 2013 - June 2013
NetApp October 2010 - March 2013
Pricelock April 2010 - June 2010
Visa October 2007 - October 2008
Siemens Business Services, Inc. April 2007 - September 2007
E*TRADE Financial March 2000 - April 2007
HP February 1996 - February 2000
US Bank January 1993 - January 1996
Bank of America April 1980 - April 1990
Skills
PMP, CRM, Software Integrations, Vendor Management, Teamwork, Getting The Job Done, Issue Resolution, Software Development
Education
University of San Francisco 1984 — 1986
BS
Eric Packard Eric Packard's E*TRADE Financial Experience November 2007 - December 2009
Job Master of Occupational Therapy Student at University of Saint Augustine
Industry Medical Practice
Experience
Simi Oaks LLC January 2010 - Present
E*TRADE Financial November 2007 - December 2009
Skills
Real Estate, Sales, Marketing Strategy, Team Building, Selling, Customer Satisfaction, Strategic Planning, Property Management...
Education
University of Saint Augustine 2015 — 2017
Master of Occupational Therapy, Occupational Therapy/Therapist
University of Phoenix 2009 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Twin Falls High School 1994 — 1997
High School Diploma, General
Simi Oaks LLC January 2010 - Present
E*TRADE Financial November 2007 - December 2009
Skills
Real Estate, Sales, Marketing Strategy, Team Building, Selling, Customer Satisfaction, Strategic Planning, Property Management...
Education
University of Saint Augustine 2015 — 2017
Master of Occupational Therapy, Occupational Therapy/Therapist
University of Phoenix 2009 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Twin Falls High School 1994 — 1997
High School Diploma, General
Charita King Charita King's E*TRADE Financial Experience June 2001 - February 2006
Job Real Estate Specialist
Industry Real Estate
Experience
Americash Mortgage Bankers October 2010 - Present
C-21 My Real Estate October 2007 - Present
Indymac Bank January 2007 - December 2007
Financial Freedom May 2006 - December 2007
E*TRADE Financial June 2001 - February 2006
Skills
Mortgage Lending, Loans
Education
University of Phoenix 2006 — 2008
B.S. Finance
Long Beach City College 1997 — 2001
A.A.
Americash Mortgage Bankers October 2010 - Present
C-21 My Real Estate October 2007 - Present
Indymac Bank January 2007 - December 2007
Financial Freedom May 2006 - December 2007
E*TRADE Financial June 2001 - February 2006
Skills
Mortgage Lending, Loans
Education
University of Phoenix 2006 — 2008
B.S. Finance
Long Beach City College 1997 — 2001
A.A.
Marc Schoonbrood Marc Schoonbrood's E*TRADE Financial Experience July 1995 - May 2006
Job Operations at Fantex
Industry Financial Services
Experience
Fantex October 2013 - Present
Morgan Stanley Smith Barney March 2008 - October 2013
Independent Trader May 2006 - March 2008
E*TRADE Financial July 1995 - May 2006
Skills
Securities, Equities, Series 7, Trading, Series 24, 63 Licenses, Compliance, Best Execution, Legal Compliance, SEC regulations, Series 55, Options, Series 65, Investment Brokerage, Customer Service, Brokerage Operations
Education
University of San Francisco 1988 — 1991
Bachelor of Science (B.S.), Finance
Fantex October 2013 - Present
Morgan Stanley Smith Barney March 2008 - October 2013
Independent Trader May 2006 - March 2008
E*TRADE Financial July 1995 - May 2006
Skills
Securities, Equities, Series 7, Trading, Series 24, 63 Licenses, Compliance, Best Execution, Legal Compliance, SEC regulations, Series 55, Options, Series 65, Investment Brokerage, Customer Service, Brokerage Operations
Education
University of San Francisco 1988 — 1991
Bachelor of Science (B.S.), Finance
william darling william darling's E*TRADE Financial Experience 2006 - 2013
Job artist at william darling creative works
Industry Financial Services
Experience
william darling creative works July 2013 - Present
E*TRADE Financial 2006 - 2013
JPMorgan Chase March 2001 - December 2006
Skills
Series 7, Securities, Series 63, Mutual Funds, Investments, Options
Education
University of San Diego 1993 — 1997
Bachelor of Arts (B.A.), History
william darling creative works July 2013 - Present
E*TRADE Financial 2006 - 2013
JPMorgan Chase March 2001 - December 2006
Skills
Series 7, Securities, Series 63, Mutual Funds, Investments, Options
Education
University of San Diego 1993 — 1997
Bachelor of Arts (B.A.), History
Natara Beaurem Natara Beaurem's E*TRADE Financial Experience July 2011 - March 2012
Job Payroll Specialist at Ultimate Software
Industry Financial Services
Experience
Ultimate Software August 2014 - Present
ADP October 2012 - August 2014
E*TRADE Financial July 2011 - March 2012
TASQ Technology August 2010 - March 2011
The Bank of New York Mellon March 2007 - November 2010
Raymond James Financial August 2005 - March 2007
Skills
Project Management, Microsoft Office, Equity Research, Salesforce.com, Oracle Discoverer, Oracle Applications, Crystal Reports, Harmonized Tariff..., Commodity Pricing, ADP Payroll, Access, Payroll, Human Resources, Options, Relationship Management, Microsoft Excel, Business Analysis, Sales, Databases, Finance, Management, Securities, Analysis, Visio, Employee Benefits, Series 63, Equities, Testing, Account Reconciliation, Banking, Process Improvement, Professional Services, Software Documentation, Mutual Funds, Team Building, Cross-functional Team..., Quality Assurance, Data Analysis, Financial Services, Program Management, Customer Satisfaction, PeopleSoft, Troubleshooting
Education
University of Phoenix 2008 — 2012
Bachelor of Applied Science (BASc), Finance
Ultimate Software August 2014 - Present
ADP October 2012 - August 2014
E*TRADE Financial July 2011 - March 2012
TASQ Technology August 2010 - March 2011
The Bank of New York Mellon March 2007 - November 2010
Raymond James Financial August 2005 - March 2007
Skills
Project Management, Microsoft Office, Equity Research, Salesforce.com, Oracle Discoverer, Oracle Applications, Crystal Reports, Harmonized Tariff..., Commodity Pricing, ADP Payroll, Access, Payroll, Human Resources, Options, Relationship Management, Microsoft Excel, Business Analysis, Sales, Databases, Finance, Management, Securities, Analysis, Visio, Employee Benefits, Series 63, Equities, Testing, Account Reconciliation, Banking, Process Improvement, Professional Services, Software Documentation, Mutual Funds, Team Building, Cross-functional Team..., Quality Assurance, Data Analysis, Financial Services, Program Management, Customer Satisfaction, PeopleSoft, Troubleshooting
Education
University of Phoenix 2008 — 2012
Bachelor of Applied Science (BASc), Finance
Edward Singleton Edward Singleton's E*TRADE Financial Experience 2005 - 2007
Job Business Analyst
Industry Financial Services
Experience
BSR & Associates, LLC January 2012 - Present
SCORE 2012 - 2014
SCORE 2012 - 2014
VectorVest, Inc February 2008 - 2013
E*TRADE Financial 2005 - 2007
Bob Evans July 2003 - 2005
Skills
Public Speaking, Microsoft Excel, Social Media, PowerPoint, Microsoft Word, Event Planning, Public Relations, Coaching, Training, Fundraising, Project Management, Team Leadership, Negotiation, Marketing, Recruiting, Time Management, Leadership, Management, Human Resources, Teamwork, Market Research, Budgets, Social Media Marketing, Small Business, Banking, Account Management, Leadership Development, Social Networking, Organizational..., Finance
Education
University of South Carolina-Aiken 1999 — 2003
Bachelor's,, Business Administration and Management, General
BSR & Associates, LLC January 2012 - Present
SCORE 2012 - 2014
SCORE 2012 - 2014
VectorVest, Inc February 2008 - 2013
E*TRADE Financial 2005 - 2007
Bob Evans July 2003 - 2005
Skills
Public Speaking, Microsoft Excel, Social Media, PowerPoint, Microsoft Word, Event Planning, Public Relations, Coaching, Training, Fundraising, Project Management, Team Leadership, Negotiation, Marketing, Recruiting, Time Management, Leadership, Management, Human Resources, Teamwork, Market Research, Budgets, Social Media Marketing, Small Business, Banking, Account Management, Leadership Development, Social Networking, Organizational..., Finance
Education
University of South Carolina-Aiken 1999 — 2003
Bachelor's,, Business Administration and Management, General
Daniel Manning Daniel Manning's E*TRADE Financial Experience December 2006 - September 2007
Job Consultant at Moffitt Cancer Center
Industry Hospital & Health Care
Experience
Moffitt Cancer Center July 2013 - Present
Raymond James Financial Inc. September 2007 - July 2013
E*TRADE Financial December 2006 - September 2007
E*TRADE Financial July 2006 - March 2007
Progressive Insurance December 2005 - December 2006
Skills
Management, Data Analysis, Marketing, Instructional Design, Sales, Leadership Development, Process Improvement, Strategic Planning, Onboarding, Team Building, Brand Development, Investments, Customer Service, Consulting, Business Development, Coaching, Analysis, Performance Management, Presentation Development, Strategy, Public Speaking, Program Management, Change Management, Business Analysis, Entrepreneurship
Education
University of South Florida 2009 — 2012
Masters, Business Administration
University of South Florida 2000 — 2004
Bachelor of Science, Political Science
Moffitt Cancer Center July 2013 - Present
Raymond James Financial Inc. September 2007 - July 2013
E*TRADE Financial December 2006 - September 2007
E*TRADE Financial July 2006 - March 2007
Progressive Insurance December 2005 - December 2006
Skills
Management, Data Analysis, Marketing, Instructional Design, Sales, Leadership Development, Process Improvement, Strategic Planning, Onboarding, Team Building, Brand Development, Investments, Customer Service, Consulting, Business Development, Coaching, Analysis, Performance Management, Presentation Development, Strategy, Public Speaking, Program Management, Change Management, Business Analysis, Entrepreneurship
Education
University of South Florida 2009 — 2012
Masters, Business Administration
University of South Florida 2000 — 2004
Bachelor of Science, Political Science
Bryan Bishop Bryan Bishop's E*TRADE Financial Experience March 2013 - November 2014
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2014 - Present
E*TRADE Financial March 2013 - November 2014
USC Alumni Club of San Fernando Valley June 2013 - July 2014
USC Alumni Club of San Fernando Valley September 2010 - June 2013
Churchill Management Group August 2012 - November 2012
TD Ameritrade June 2011 - June 2012
Morgan Stanley Smith Barney - Wealth Management August 2009 - June 2011
Countrywide Bank March 2004 - December 2008
Merril Lynch June 2001 - March 2002
Education
University of Southern California 1999 — 2003
Bachelors, Economics
Phillips Andover Academy 1998 — 1999
Post Graduate, Diploma
Wellesley High School 1994 — 1998
Diploma, General Studies
TIAA-CREF November 2014 - Present
E*TRADE Financial March 2013 - November 2014
USC Alumni Club of San Fernando Valley June 2013 - July 2014
USC Alumni Club of San Fernando Valley September 2010 - June 2013
Churchill Management Group August 2012 - November 2012
TD Ameritrade June 2011 - June 2012
Morgan Stanley Smith Barney - Wealth Management August 2009 - June 2011
Countrywide Bank March 2004 - December 2008
Merril Lynch June 2001 - March 2002
Education
University of Southern California 1999 — 2003
Bachelors, Economics
Phillips Andover Academy 1998 — 1999
Post Graduate, Diploma
Wellesley High School 1994 — 1998
Diploma, General Studies
Jim McHale Jim McHale's E*TRADE Financial Experience April 2012 - August 2014
Job Legal and Compliance Executive in the Securities Industry
Industry Financial Services
Experience
Wells Fargo Advisors October 2014 - Present
E*TRADE Financial April 2012 - August 2014
Securities Industry and Financial Markets Association January 2010 - April 2012
E*TRADE Financial February 2004 - January 2010
Morgan, Lewis & Bockius LLP August 1999 - January 2004
US Securities and Exchange Commission 1995 - 1999
Skills
Securities Regulation, FINRA, Securities, SEC, Capital Markets, Corporate Governance, Equities, Series 7, Derivatives, AML, Hedge Funds, Series 24, Due Diligence, Mergers, Financial Services, FCPA, Investments, Fraud, Licensing, Mutual Funds, Financial Regulation, OFAC, Alternative Investments, Series 63, Broker-Dealer, Options, Mergers & Acquisitions, USA PATRIOT Act, Risk Management, KYC, Private Equity, Investment Advisers Act
Education
University of South Carolina School of Law 1989 — 1991
Wells Fargo Advisors October 2014 - Present
E*TRADE Financial April 2012 - August 2014
Securities Industry and Financial Markets Association January 2010 - April 2012
E*TRADE Financial February 2004 - January 2010
Morgan, Lewis & Bockius LLP August 1999 - January 2004
US Securities and Exchange Commission 1995 - 1999
Skills
Securities Regulation, FINRA, Securities, SEC, Capital Markets, Corporate Governance, Equities, Series 7, Derivatives, AML, Hedge Funds, Series 24, Due Diligence, Mergers, Financial Services, FCPA, Investments, Fraud, Licensing, Mutual Funds, Financial Regulation, OFAC, Alternative Investments, Series 63, Broker-Dealer, Options, Mergers & Acquisitions, USA PATRIOT Act, Risk Management, KYC, Private Equity, Investment Advisers Act
Education
University of South Carolina School of Law 1989 — 1991
Aaron Bascomb, CEP Aaron Bascomb, CEP's E*TRADE Financial Experience November 2013 - Present
Job Senior Manager, Client Services at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial November 2013 - Present
E*TRADE Financial Corporate Services, Inc. April 2012 - November 2013
E*TRADE Financial July 2011 - April 2012
E*TRADE Financial August 2007 - July 2011
E*TRADE Financial March 2006 - August 2007
Skills
Equities, Series 7, Financial Services, Securities, Options, Series 63, Relationship Management, Series 24, Stocks, Mutual Funds, FINRA, Risk Management
Education
University of Phoenix 2006 — 2008
Bachelors, Business Adminstration / Accounting
E*TRADE Financial November 2013 - Present
E*TRADE Financial Corporate Services, Inc. April 2012 - November 2013
E*TRADE Financial July 2011 - April 2012
E*TRADE Financial August 2007 - July 2011
E*TRADE Financial March 2006 - August 2007
Skills
Equities, Series 7, Financial Services, Securities, Options, Series 63, Relationship Management, Series 24, Stocks, Mutual Funds, FINRA, Risk Management
Education
University of Phoenix 2006 — 2008
Bachelors, Business Adminstration / Accounting
Kirk Mullen, CFP® Kirk Mullen, CFP®'s E*TRADE Financial Experience June 2005 - November 2005
Job VP Financial Advisor at JPMorgan Securities LLC
Industry Financial Services
Experience
JPMorgan Securities LLC March 2014 - Present
Charles Schwab September 2009 - March 2014
TD Bank April 2008 - August 2009
Fidelity Investments November 2005 - April 2008
Etrade Financial June 2005 - November 2005
TD Waterhouse 1998 - 2005
Education
University of South Florida 1993 — 1995
BS, Finance
Hillsborough Community College 1992 — 1993
Associate of Arts (AA), Business Administration
JPMorgan Securities LLC March 2014 - Present
Charles Schwab September 2009 - March 2014
TD Bank April 2008 - August 2009
Fidelity Investments November 2005 - April 2008
Etrade Financial June 2005 - November 2005
TD Waterhouse 1998 - 2005
Education
University of South Florida 1993 — 1995
BS, Finance
Hillsborough Community College 1992 — 1993
Associate of Arts (AA), Business Administration
Sameer Rede Sameer Rede's E*TRADE Financial Experience March 2009 - February 2014
Job Software Developer at Susquehanna International Group, LLP (SIG)
Industry Banking
Experience
G1X, Susquehanna International Group, LLP (SIG) February 2014 - Present
E*TRADE Financial March 2009 - February 2014
iSynergy Systems,Pune April 2007 - November 2008
3i Infotech September 2006 - April 2007
Sigma Software Solutions December 2004 - August 2006
Sunbeam Infotech August 2004 - December 2004
Skills
Java Enterprise Edition, SQL, Java, Oracle, C++, C, Spring, Struts, JMS, Ant, Hibernate, Core Java, C#, JDBC, Servlets, Tomcat, SOA, Web Services, PL/SQL, JSP, Spring Framework
Education
University of Pune 2005 — 2007
Master of Computer Science, Computer Science
University of Pune 2003 — 2004
C-DAC, Computers
University of Pune 2000 — 2003
B.C.S, Computers
G1X, Susquehanna International Group, LLP (SIG) February 2014 - Present
E*TRADE Financial March 2009 - February 2014
iSynergy Systems,Pune April 2007 - November 2008
3i Infotech September 2006 - April 2007
Sigma Software Solutions December 2004 - August 2006
Sunbeam Infotech August 2004 - December 2004
Skills
Java Enterprise Edition, SQL, Java, Oracle, C++, C, Spring, Struts, JMS, Ant, Hibernate, Core Java, C#, JDBC, Servlets, Tomcat, SOA, Web Services, PL/SQL, JSP, Spring Framework
Education
University of Pune 2005 — 2007
Master of Computer Science, Computer Science
University of Pune 2003 — 2004
C-DAC, Computers
University of Pune 2000 — 2003
B.C.S, Computers
Jack Whalen Jack Whalen's E*TRADE Financial Experience 2005 - 2007
Job
Industry
Experience
Wellington Management September 2014 - Present
Wellington Management August 2012 - April 2014
Wellington Management January 2007 - August 2012
E*TRADE Financial 2005 - 2007
Investors Bank & Trust 2003 - 2005
State Street 2001 - 2003
State Street 1999 - 2001
State Street 1995 - 1999
Education
University of Rhode Island - College of Business Administration 1991 — 1995
Bachelor's Degree, Finance
Wellington Management September 2014 - Present
Wellington Management August 2012 - April 2014
Wellington Management January 2007 - August 2012
E*TRADE Financial 2005 - 2007
Investors Bank & Trust 2003 - 2005
State Street 2001 - 2003
State Street 1999 - 2001
State Street 1995 - 1999
Education
University of Rhode Island - College of Business Administration 1991 — 1995
Bachelor's Degree, Finance
Jenny Devine-Smith's E*TRADE Financial Experience February 2000 - August 2006
Job JM Devine Group, LLC
Industry Events Services
Experience
JM Devine Group, LLC May 2015 - Present
California Association of Winegrape Growers March 2011 - May 2015
American Council of Engineering Companies of California September 2006 - March 2011
E*TRADE Financial February 2000 - August 2006
Skills
Public Relations, Event Management, Public Speaking, Marketing Communications, Event Planning, Non-profits, Marketing Research, Nonprofits, Customer Service, Strategic Communications, Leadership, Fundraising, Social Media Marketing, Marketing, Media Relations, Marketing Strategy
Education
University of South Alabama 1995 — 2000
Bachelor's Degree, Marketing
JM Devine Group, LLC May 2015 - Present
California Association of Winegrape Growers March 2011 - May 2015
American Council of Engineering Companies of California September 2006 - March 2011
E*TRADE Financial February 2000 - August 2006
Skills
Public Relations, Event Management, Public Speaking, Marketing Communications, Event Planning, Non-profits, Marketing Research, Nonprofits, Customer Service, Strategic Communications, Leadership, Fundraising, Social Media Marketing, Marketing, Media Relations, Marketing Strategy
Education
University of South Alabama 1995 — 2000
Bachelor's Degree, Marketing
Jeff Chorn Jeff Chorn's E*TRADE Financial Experience 2001 - 2004
Job Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2011 - Present
Principal Funds October 2007 - December 2011
Morgan Stanley Smith Barney September 2004 - September 2007
E*TRADE Financial 2001 - 2004
Education
University of Southern California 1996 — 2001
BA, Economics
Fidelity Investments December 2011 - Present
Principal Funds October 2007 - December 2011
Morgan Stanley Smith Barney September 2004 - September 2007
E*TRADE Financial 2001 - 2004
Education
University of Southern California 1996 — 2001
BA, Economics
Chloe Sowers Chloe Sowers's E*TRADE Financial Experience May 2006 - May 2008
Job Web Developer/Entrepreneur/Investor/Trader
Industry Financial Services
Experience
oDesk Freelancer May 2013 - Present
GC Infotech February 2008 - Present
Kizbit Enterprises LLC February 2007 - Present
FakeLove August 2013 - September 2013
Bloomberg LP April 2012 - October 2012
EquaMetrics, Inc. November 2011 - February 2012
3 Thirds Software May 2008 - July 2008
Etrade Financial May 2006 - May 2008
TechnoDyne LLC November 2004 - November 2005
The Black Pearl October 2004 - October 2004
Skills
Visionary, Strategic Insight, Entrepreneurship, Outsourcing, Negotiations, Import/Export, Cost Cutting, Pareto Analysis, Efficiency Optimization, Presentations, Creative Problem Solving, Stocks, Options, Real Estate, Foreign Exchange, Risk Management, Fundamental Analysis, Technical Analysis, Portfolio Allocation, Cash Flow Management, Micro Economics, Macro Economics, Valuation, Deal Analysis, Empathic, Hustling, Perseverance, Inspirational, Customer Service, Conflict Resolution, Rudimentary French, Discernment, Aesthetics, Detail Oriented, Java, PHP, Perl, VBA, C++, HTML, Javascript, CSS, AJAX, SQL, MySQL, MSSQL, Oracle, Linux, SVN, Ant
Education
University of South Florida 1992 — 1996
BS, Computer Engineering
oDesk Freelancer May 2013 - Present
GC Infotech February 2008 - Present
Kizbit Enterprises LLC February 2007 - Present
FakeLove August 2013 - September 2013
Bloomberg LP April 2012 - October 2012
EquaMetrics, Inc. November 2011 - February 2012
3 Thirds Software May 2008 - July 2008
Etrade Financial May 2006 - May 2008
TechnoDyne LLC November 2004 - November 2005
The Black Pearl October 2004 - October 2004
Skills
Visionary, Strategic Insight, Entrepreneurship, Outsourcing, Negotiations, Import/Export, Cost Cutting, Pareto Analysis, Efficiency Optimization, Presentations, Creative Problem Solving, Stocks, Options, Real Estate, Foreign Exchange, Risk Management, Fundamental Analysis, Technical Analysis, Portfolio Allocation, Cash Flow Management, Micro Economics, Macro Economics, Valuation, Deal Analysis, Empathic, Hustling, Perseverance, Inspirational, Customer Service, Conflict Resolution, Rudimentary French, Discernment, Aesthetics, Detail Oriented, Java, PHP, Perl, VBA, C++, HTML, Javascript, CSS, AJAX, SQL, MySQL, MSSQL, Oracle, Linux, SVN, Ant
Education
University of South Florida 1992 — 1996
BS, Computer Engineering
Armando Colon Armando Colon's E*TRADE Financial Experience July 2011 - Present
Job Lead Business Analyst at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial July 2011 - Present
Independent Consultant March 2009 - June 2011
Interpublic Group of Companies December 2006 - October 2008
IBM Corporation August 2005 - November 2006
General Accountability Office May 2004 - September 2004
Skills
Hyperion HFM, Quantitative Analysis, Segmentation, Financial Analysis, Pricing, Project Management, Forecasting, Market Analysis, Budget, Analytics, Financial Modeling, Microsoft Office, Business Acumen, Business Valuation, Essbase, Hyperion Enterprise, Team Building, Strategic Financial..., Process Improvement, Performance Metrics, Business Strategy, Business Objects, Genie, Sarbanes-Oxley Act, Finance, Budgets, Competitive Analysis, Financial Reporting, Internal Controls, Management, Business Planning, Analysis, Leadership, Variance Analysis, Financial Planning
Education
University of Puerto Rico-Mayaguez 2003 — 2005
Master of Business Administration (MBA), General
University of Puerto Rico-Mayaguez 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
E*TRADE Financial July 2011 - Present
Independent Consultant March 2009 - June 2011
Interpublic Group of Companies December 2006 - October 2008
IBM Corporation August 2005 - November 2006
General Accountability Office May 2004 - September 2004
Skills
Hyperion HFM, Quantitative Analysis, Segmentation, Financial Analysis, Pricing, Project Management, Forecasting, Market Analysis, Budget, Analytics, Financial Modeling, Microsoft Office, Business Acumen, Business Valuation, Essbase, Hyperion Enterprise, Team Building, Strategic Financial..., Process Improvement, Performance Metrics, Business Strategy, Business Objects, Genie, Sarbanes-Oxley Act, Finance, Budgets, Competitive Analysis, Financial Reporting, Internal Controls, Management, Business Planning, Analysis, Leadership, Variance Analysis, Financial Planning
Education
University of Puerto Rico-Mayaguez 2003 — 2005
Master of Business Administration (MBA), General
University of Puerto Rico-Mayaguez 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
Alyson Johansen's E*TRADE Financial Experience January 2004 - November 2008
Job Experienced Financial Services Junior Executive Focus in Compliance, Operations, Project Management, FINRA 7, 24, 63, 65
Industry Financial Services
Experience
TD Ameritrade October 2011 - Present
Morgan Stanley Smith Barney November 2008 - August 2011
E*TRADE Financial January 2004 - November 2008
E*TRADE Financial January 2004 - November 2008
Harrisdirect (Merged with E*TRADE) January 2004 - November 2008
ING Advisors Network September 2000 - January 2003
Ameriprise Financial Services, Inc. August 1998 - September 2000
Foster Jeffries, LLC May 1997 - June 1998
Skills
Wealth Management, Vendor Management, Portfolio Management, Investments, Securities, Customer Service, FINRA, Management, Human Resources, Series 63, Process Improvement, Equities, Training, Financial Services, Recruiting, Mutual Funds, Relationship Management, Series 7, Retirement Planning, Call Centers, Leadership, Team Leadership, Finance, Risk Management, Employee Benefits, Project Management, Series 24, Options
Education
University of Phoenix 2012 — 2015
Bachelor of Science (B.S.), Business Management and Operations, 3.88 Cum Laude
University of Utah 1992 — 1993
Psychology
TD Ameritrade October 2011 - Present
Morgan Stanley Smith Barney November 2008 - August 2011
E*TRADE Financial January 2004 - November 2008
E*TRADE Financial January 2004 - November 2008
Harrisdirect (Merged with E*TRADE) January 2004 - November 2008
ING Advisors Network September 2000 - January 2003
Ameriprise Financial Services, Inc. August 1998 - September 2000
Foster Jeffries, LLC May 1997 - June 1998
Skills
Wealth Management, Vendor Management, Portfolio Management, Investments, Securities, Customer Service, FINRA, Management, Human Resources, Series 63, Process Improvement, Equities, Training, Financial Services, Recruiting, Mutual Funds, Relationship Management, Series 7, Retirement Planning, Call Centers, Leadership, Team Leadership, Finance, Risk Management, Employee Benefits, Project Management, Series 24, Options
Education
University of Phoenix 2012 — 2015
Bachelor of Science (B.S.), Business Management and Operations, 3.88 Cum Laude
University of Utah 1992 — 1993
Psychology
Jeret Shaffer's E*TRADE Financial Experience October 2013 - October 2014
Job Accountant
Industry Mining & Metals
Experience
Barrick Gold Corporation October 2014 - Present
E*TRADE Financial October 2013 - October 2014
Morgan Stanley Wealth Management June 2007 - October 2013
DISCOVER FINANCIAL SERVICES, INC March 2003 - June 2007
MAC'S May 2000 - March 2003
Skills
Customer Service, Risk Management, Banking, Management, Process Improvement, Microsoft Excel, Microsoft Office, Financial Services, Financial Analysis, Strategic Planning, Leadership, Microsoft Word, Sales, Call Center, USA PATRIOT Act, Series 7, Series 63, Accounting, General Ledger, Bank Reconciliation
Education
University of Phoenix 2009 — 2011
BS, Accounting
Barrick Gold Corporation October 2014 - Present
E*TRADE Financial October 2013 - October 2014
Morgan Stanley Wealth Management June 2007 - October 2013
DISCOVER FINANCIAL SERVICES, INC March 2003 - June 2007
MAC'S May 2000 - March 2003
Skills
Customer Service, Risk Management, Banking, Management, Process Improvement, Microsoft Excel, Microsoft Office, Financial Services, Financial Analysis, Strategic Planning, Leadership, Microsoft Word, Sales, Call Center, USA PATRIOT Act, Series 7, Series 63, Accounting, General Ledger, Bank Reconciliation
Education
University of Phoenix 2009 — 2011
BS, Accounting
Umar Ehtisham Umar Ehtisham's E*TRADE Financial Experience January 2013 - September 2014
Job Director at Cipperman Compliance Services, LLC
Industry Financial Services
Experience
Cipperman Compliance Services, LLC September 2014 - Present
E*TRADE Financial January 2013 - September 2014
Merrill Lynch December 2010 - October 2012
Merrill Lynch April 2007 - December 2010
Merrill Lynch January 2004 - April 2007
Solution Capital LLC June 2003 - January 2004
Skills
SEC Regulations, SEC Filings, Securities Regulation, Investment Company Act, Investment Advisers Act, Risk Management, Investment Advisor..., Compliance Testing, Risk Assessment, Private Equity, FINRA, Risk Based Testing, Financial Services, Auditing, Mutual Funds, Management, SharePoint, User Acceptance Testing, Cognos, Test Planning, Form ADV, Form PF, Due Diligence Review, Soft Dollars
Education
University of Rochester 1999 — 2003
BA, Economics
Cipperman Compliance Services, LLC September 2014 - Present
E*TRADE Financial January 2013 - September 2014
Merrill Lynch December 2010 - October 2012
Merrill Lynch April 2007 - December 2010
Merrill Lynch January 2004 - April 2007
Solution Capital LLC June 2003 - January 2004
Skills
SEC Regulations, SEC Filings, Securities Regulation, Investment Company Act, Investment Advisers Act, Risk Management, Investment Advisor..., Compliance Testing, Risk Assessment, Private Equity, FINRA, Risk Based Testing, Financial Services, Auditing, Mutual Funds, Management, SharePoint, User Acceptance Testing, Cognos, Test Planning, Form ADV, Form PF, Due Diligence Review, Soft Dollars
Education
University of Rochester 1999 — 2003
BA, Economics
Stephen Northrop's E*TRADE Financial Experience July 2006 - January 2008
Job Store Manager
Industry Facilities Services
Experience
AT&T Mobile Tel May 2014 - Present
Green Halo Systems February 2014 - Present
Microsoft Store September 2013 - January 2014
Western Digital July 2013 - September 2013
Advantech March 2013 - July 2013
T-Mobile April 2011 - August 2012
State Board of Equalization February 2010 - April 2011
Adecco Group January 2008 - January 2010
E*TRADE Financial July 2006 - January 2008
K-Designers January 2004 - June 2006
Skills
Training, Management, Account Management, Customer Satisfaction, Sales, Process Improvement, Marketing, Customer Service, Outlook, Networking, Cold Calling, Teamwork, Technical Writing, Microsoft Excel, PowerPoint, Online Gaming, Interviews, Team Leadership, Sales Operations, Recruiting
Education
University of Phoenix-Bay Area Campus
Bachelor of Applied Science (B.A.Sc.), Computer Software Engineering
AT&T Mobile Tel May 2014 - Present
Green Halo Systems February 2014 - Present
Microsoft Store September 2013 - January 2014
Western Digital July 2013 - September 2013
Advantech March 2013 - July 2013
T-Mobile April 2011 - August 2012
State Board of Equalization February 2010 - April 2011
Adecco Group January 2008 - January 2010
E*TRADE Financial July 2006 - January 2008
K-Designers January 2004 - June 2006
Skills
Training, Management, Account Management, Customer Satisfaction, Sales, Process Improvement, Marketing, Customer Service, Outlook, Networking, Cold Calling, Teamwork, Technical Writing, Microsoft Excel, PowerPoint, Online Gaming, Interviews, Team Leadership, Sales Operations, Recruiting
Education
University of Phoenix-Bay Area Campus
Bachelor of Applied Science (B.A.Sc.), Computer Software Engineering
Michelle Boucher's E*TRADE Financial Experience January 2008 - December 2008
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2012 - Present
Zecco Trading September 2009 - September 2012
E*TRADE Financial January 2008 - December 2008
Access Worldwide Inc June 2007 - January 2008
Access Worldwide Inc July 2006 - April 2007
Education
University of Santo Tomas 1999 — 2003
Bachelor of Commerce (B.Com.), Business Administration and Management, General
Fidelity Investments October 2012 - Present
Zecco Trading September 2009 - September 2012
E*TRADE Financial January 2008 - December 2008
Access Worldwide Inc June 2007 - January 2008
Access Worldwide Inc July 2006 - April 2007
Education
University of Santo Tomas 1999 — 2003
Bachelor of Commerce (B.Com.), Business Administration and Management, General
Randy Cabingas Randy Cabingas's E*TRADE Financial Experience March 2014 - September 2014
Job Banking & Finance
Industry Banking
Experience
Avidbank September 2014 - Present
E*TRADE Financial March 2014 - September 2014
Bridge Bank September 2009 - February 2014
First Tech CU fka Addisson Avenue Federal Credit Union March 2006 - June 2009
JP Morgan Chase fka Washington Mutual Bank July 2005 - March 2006
KeyPoint Credit Union August 2000 - July 2005
Skills
Lead Generation, Accounting, Business Development, CRM, Credit, Customer Service, Finance, Leadership, Management, Salesforce.com, Training, Banking, Invoicing, Financial Analysis, Outlook, Credit Analysis, Microsoft Office
Education
University of Phoenix 2011 — 2013
Associate's degree, Finance, General
Avidbank September 2014 - Present
E*TRADE Financial March 2014 - September 2014
Bridge Bank September 2009 - February 2014
First Tech CU fka Addisson Avenue Federal Credit Union March 2006 - June 2009
JP Morgan Chase fka Washington Mutual Bank July 2005 - March 2006
KeyPoint Credit Union August 2000 - July 2005
Skills
Lead Generation, Accounting, Business Development, CRM, Credit, Customer Service, Finance, Leadership, Management, Salesforce.com, Training, Banking, Invoicing, Financial Analysis, Outlook, Credit Analysis, Microsoft Office
Education
University of Phoenix 2011 — 2013
Associate's degree, Finance, General
Dyvonne Robinson Dyvonne Robinson's E*TRADE Financial Experience August 2006 - July 2008
Job
Industry Financial Services
Experience
MetLife December 2013 - Present
Vanguard September 2012 - November 2013
Vanguard June 2011 - August 2012
Aon Hewitt June 2010 - March 2011
E*TRADE Financial August 2006 - July 2008
E*TRADE Financial March 2006 - August 2006
Bob Evans October 2004 - March 2006
NPC International-Pizza Hut March 2003 - July 2004
Skills
Series 6, 7 and 63..., Access, Call Centers, Equities, Financial Services, Investments, Management, Mutual Funds, Leadership, Microsoft Office, Trading
Education
University of South Carolina-Aiken 1998 — 2003
Bachelor's degree, Business Administration and Management, General
University of South Carolina
Bachelor’s Degree
MetLife December 2013 - Present
Vanguard September 2012 - November 2013
Vanguard June 2011 - August 2012
Aon Hewitt June 2010 - March 2011
E*TRADE Financial August 2006 - July 2008
E*TRADE Financial March 2006 - August 2006
Bob Evans October 2004 - March 2006
NPC International-Pizza Hut March 2003 - July 2004
Skills
Series 6, 7 and 63..., Access, Call Centers, Equities, Financial Services, Investments, Management, Mutual Funds, Leadership, Microsoft Office, Trading
Education
University of South Carolina-Aiken 1998 — 2003
Bachelor's degree, Business Administration and Management, General
University of South Carolina
Bachelor’s Degree
Scott Carlton Scott Carlton's E*TRADE Financial Experience June 2008 - July 2010
Job Financial Planner at New York Life
Industry Financial Services
Experience
New York Life Insurance Company December 2011 - Present
Fairway Golf Tour, Individual Golf Tour July 2010 - July 2012
Etrade Financial June 2008 - July 2010
AXA Equitable December 2007 - June 2008
Thrivent Financial for Lutherans June 2005 - November 2007
General Nutrition Centers October 2002 - June 2005
Skills
Series 7, Uniform Combined State..., Fixed Annuities, Mutual Funds, Retirement Planning, Estate Planning, Retirement, Microsoft Excel, Asset Allocation, Strategic Financial..., Financial Planners, Life Insurance, Insurance, Variable Annuities, Salesforce.com, IRAs, Wealth Accumulation
Education
Georgia Institute of Technology - Georgia Tech College of Management
Business Management
University of Phoenix
Bachelor of Science, Business Management
New York Life Insurance Company December 2011 - Present
Fairway Golf Tour, Individual Golf Tour July 2010 - July 2012
Etrade Financial June 2008 - July 2010
AXA Equitable December 2007 - June 2008
Thrivent Financial for Lutherans June 2005 - November 2007
General Nutrition Centers October 2002 - June 2005
Skills
Series 7, Uniform Combined State..., Fixed Annuities, Mutual Funds, Retirement Planning, Estate Planning, Retirement, Microsoft Excel, Asset Allocation, Strategic Financial..., Financial Planners, Life Insurance, Insurance, Variable Annuities, Salesforce.com, IRAs, Wealth Accumulation
Education
Georgia Institute of Technology - Georgia Tech College of Management
Business Management
University of Phoenix
Bachelor of Science, Business Management
Damon Massey Damon Massey's E*TRADE Financial Experience June 2013 - Present
Job Financial Consultant at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial June 2013 - Present
Merrill Lynch August 2011 - June 2013
Servpro Industries November 2007 - May 2011
Education
University of Rhode Island - College of Business Administration 2003 — 2007
BA, Marketing & Management
E*TRADE Financial June 2013 - Present
Merrill Lynch August 2011 - June 2013
Servpro Industries November 2007 - May 2011
Education
University of Rhode Island - College of Business Administration 2003 — 2007
BA, Marketing & Management
Don Santina's E*TRADE Financial Experience June 1998 - March 2014
Job Head of Securities Lending at Scottrade, Inc
Industry Financial Services
Experience
Scottrade July 2014 - Present
Industrial and Commercial Bank of China (ICBC) Financial Services LLC April 2014 - June 2014
E*TRADE Financial June 1998 - March 2014
Barclays Global Investors 1996 - 1997
Skills
Securities Lending, Equities, Securities, Fixed Income, Trading Systems, Hedge Funds, FINRA, Bloomberg, Prime Brokerage, Trading, Options, Electronic Trading, Capital Markets, Alternative Investments, Financial Markets, Risk Management, Investments, ETFs, Financial Services, Equity Trading, Derivatives, Equity Derivatives, Series 7, Series 63
Education
University of San Francisco
Bachelor of Science (B.S.), Banking, Corporate, Finance, and Securities Law
Scottrade July 2014 - Present
Industrial and Commercial Bank of China (ICBC) Financial Services LLC April 2014 - June 2014
E*TRADE Financial June 1998 - March 2014
Barclays Global Investors 1996 - 1997
Skills
Securities Lending, Equities, Securities, Fixed Income, Trading Systems, Hedge Funds, FINRA, Bloomberg, Prime Brokerage, Trading, Options, Electronic Trading, Capital Markets, Alternative Investments, Financial Markets, Risk Management, Investments, ETFs, Financial Services, Equity Trading, Derivatives, Equity Derivatives, Series 7, Series 63
Education
University of San Francisco
Bachelor of Science (B.S.), Banking, Corporate, Finance, and Securities Law
Brian Venuti's E*TRADE Financial Experience December 2013 - Present
Job Vice President of Customer Experience and Channel Strategy at E*TRADE
Industry Marketing and Advertising
Experience
E*TRADE Financial December 2013 - Present
Sears Holdings Corporation August 2013 - December 2013
Sears Holdings Corporation February 2012 - July 2013
Sears Holdings Corporation June 2011 - February 2012
American Express January 2011 - June 2011
Affinion Loyalty Group November 2006 - November 2010
Dun and Bradstreet January 2005 - November 2006
Capital One May 2003 - December 2004
Capital One June 2001 - April 2003
Capital One June 1999 - May 2001
Skills
Segmentation, CRM, Strategy, Cross-functional Team..., Product Marketing, Marketing Strategy, Business Development, New Business Development, Multi-channel Marketing, Loyalty Programs, Integrated Marketing, Retail, Start-ups, B2B, Process Improvement, Marketing, E-commerce, Sales Operations
Education
University of Virginia Darden School of Business 2009 — 2011
MBA, Business
University of Richmond 1995 — 1999
Bachelor of Science (BS), Business Administration: Marketing
Sachem High School 1990 — 1995
High School/Secondary Diplomas and Certificates
E*TRADE Financial December 2013 - Present
Sears Holdings Corporation August 2013 - December 2013
Sears Holdings Corporation February 2012 - July 2013
Sears Holdings Corporation June 2011 - February 2012
American Express January 2011 - June 2011
Affinion Loyalty Group November 2006 - November 2010
Dun and Bradstreet January 2005 - November 2006
Capital One May 2003 - December 2004
Capital One June 2001 - April 2003
Capital One June 1999 - May 2001
Skills
Segmentation, CRM, Strategy, Cross-functional Team..., Product Marketing, Marketing Strategy, Business Development, New Business Development, Multi-channel Marketing, Loyalty Programs, Integrated Marketing, Retail, Start-ups, B2B, Process Improvement, Marketing, E-commerce, Sales Operations
Education
University of Virginia Darden School of Business 2009 — 2011
MBA, Business
University of Richmond 1995 — 1999
Bachelor of Science (BS), Business Administration: Marketing
Sachem High School 1990 — 1995
High School/Secondary Diplomas and Certificates
Pascale Chambers's E*TRADE Financial Experience 2006 - Present
Job Project Manager at E*Trade
Industry Investment Management
Experience
E*TRADE FINANCIAL 2006 - Present
Education
University of South Florida 1988 — 1992
E*TRADE FINANCIAL 2006 - Present
Education
University of South Florida 1988 — 1992
Ahana Aman Tur's E*TRADE Financial Experience 2010 - 2013
Job Program Management, Technical Education Services, ScrumMaster, MCSE
Industry Computer Software
Experience
E*TRADE Financial 2010 - 2013
E*TRADE Financial 2008 - 2010
CA Inc. 2005 - 2007
Skills
E-Learning, Instructional Design, Instructor-led Training, Technical Writing, Learning Management, Program Management, Project Management, Partnerships, Knowledge Management, Team Leadership, Training, Enterprise Software, PMO, Project Portfolio..., Software Project..., Enterprise Architecture, SDLC, Software Development, SOA, Agile Methodologies
Education
RMIT University Australia
Master's degree, Applied Science (IT)
Pune University
Bachelor's degree, Computer Engineering
E*TRADE Financial 2010 - 2013
E*TRADE Financial 2008 - 2010
CA Inc. 2005 - 2007
Skills
E-Learning, Instructional Design, Instructor-led Training, Technical Writing, Learning Management, Program Management, Project Management, Partnerships, Knowledge Management, Team Leadership, Training, Enterprise Software, PMO, Project Portfolio..., Software Project..., Enterprise Architecture, SDLC, Software Development, SOA, Agile Methodologies
Education
RMIT University Australia
Master's degree, Applied Science (IT)
Pune University
Bachelor's degree, Computer Engineering
Kevin Desquitado's E*TRADE Financial Experience December 2013 - Present
Job Financial ConsultantE*Trade Financial
Industry Financial Services
Experience
E*TRADE Financial December 2013 - Present
Fidelity Investments December 2010 - Present
T Rowe Price January 2006 - December 2010
Education
University of South Florida 1991 — 1997
E*TRADE Financial December 2013 - Present
Fidelity Investments December 2010 - Present
T Rowe Price January 2006 - December 2010
Education
University of South Florida 1991 — 1997
Allen Spence's E*TRADE Financial Experience 2006 - 2007
Job VP, Agency Trader Team Lead at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc May 2014 - Present
Raymond James & Associates Inc September 2013 - Present
Raymond James & Associates, Inc July 2007 - September 2013
E*TRADE Financial 2006 - 2007
Scottrade 2002 - 2006
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Bloomberg Terminal, U2, B2, Equity Trading, Investment Advisory, Series 63, Series 7, Financial Services, ETFs, FINRA, Series 24, Securities, Options, Equities, Trading, Investments
Education
University of South Florida-St. Petersburg Campus
Bachelor of Arts (B.A.), Economics
Raymond James & Associates, Inc May 2014 - Present
Raymond James & Associates Inc September 2013 - Present
Raymond James & Associates, Inc July 2007 - September 2013
E*TRADE Financial 2006 - 2007
Scottrade 2002 - 2006
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Bloomberg Terminal, U2, B2, Equity Trading, Investment Advisory, Series 63, Series 7, Financial Services, ETFs, FINRA, Series 24, Securities, Options, Equities, Trading, Investments
Education
University of South Florida-St. Petersburg Campus
Bachelor of Arts (B.A.), Economics
Robert Calabro's E*TRADE Financial Experience May 2011 - Present
Job Experienced Investment Industry Professional
Industry Investment Management
Experience
E*TRADE Financial May 2011 - Present
Lootok, Ltd. March 2008 - May 2011
Deutsche Bank March 1997 - September 2007
GoldenSource June 1995 - March 1997
Skills
Portfolio Management, Investments, Options, Mutual Funds, Securities, Asset Allocation, Finance, Trading, Investment Management, Hedge Funds, Cost Basis Reporting, Equities, Fixed Income, Systems Analysis/Testing
Education
University of Pittsburgh
B.A, Economics
E*TRADE Financial May 2011 - Present
Lootok, Ltd. March 2008 - May 2011
Deutsche Bank March 1997 - September 2007
GoldenSource June 1995 - March 1997
Skills
Portfolio Management, Investments, Options, Mutual Funds, Securities, Asset Allocation, Finance, Trading, Investment Management, Hedge Funds, Cost Basis Reporting, Equities, Fixed Income, Systems Analysis/Testing
Education
University of Pittsburgh
B.A, Economics
Chris Fountain's E*TRADE Financial Experience July 2006 - July 2010
Job Business Intelligence Analyst at Tampa General Hospital
Industry Hospital & Health Care
Experience
Tampa General Hospital January 2013 - Present
Kobie Marketing July 2010 - January 2013
E*TRADE Financial July 2006 - July 2010
E*TRADE Financial June 2002 - July 2006
Skills
Series 63, Management, Microsoft Excel, Equities, Business Intelligence, Customer Satisfaction, Securities, Financial Services, Analytics, Options, SDLC, Series 7, SQL, Business Analysis, Series 24, Data Warehousing, Data Analysis, Process Improvement, Risk Management, Business Objects, Databases, CRM, Analysis, Software Documentation, Crystal Reports, Database Marketing, Database Design, Requirements Gathering, Access, Business Process, Requirements Analysis
Education
University of South Florida 1995 — 1998
B.A., Political Science, Economics
Tampa General Hospital January 2013 - Present
Kobie Marketing July 2010 - January 2013
E*TRADE Financial July 2006 - July 2010
E*TRADE Financial June 2002 - July 2006
Skills
Series 63, Management, Microsoft Excel, Equities, Business Intelligence, Customer Satisfaction, Securities, Financial Services, Analytics, Options, SDLC, Series 7, SQL, Business Analysis, Series 24, Data Warehousing, Data Analysis, Process Improvement, Risk Management, Business Objects, Databases, CRM, Analysis, Software Documentation, Crystal Reports, Database Marketing, Database Design, Requirements Gathering, Access, Business Process, Requirements Analysis
Education
University of South Florida 1995 — 1998
B.A., Political Science, Economics
Julietta Oree's E*TRADE Financial Experience October 2007 - June 2008
Job Compliance Analyst
Industry Financial Services
Experience
LPL Financial August 2008 - Present
E*Trade Financial October 2007 - June 2008
E*TRADE Financial March 2006 - October 2007
Skills
Training, Sales, Advertising, Customer Service, Policy, Series 7, Series 63, Mutual Funds, Internal Audit, FINRA, Series 24, Financial Services, Retirement, Fixed Annuities, Retirement Planning, Risk Management, Team Building, Microsoft Office
Education
University of South Carolina-Columbia
LPL Financial August 2008 - Present
E*Trade Financial October 2007 - June 2008
E*TRADE Financial March 2006 - October 2007
Skills
Training, Sales, Advertising, Customer Service, Policy, Series 7, Series 63, Mutual Funds, Internal Audit, FINRA, Series 24, Financial Services, Retirement, Fixed Annuities, Retirement Planning, Risk Management, Team Building, Microsoft Office
Education
University of South Carolina-Columbia
Matthew Pechulis's E*TRADE Financial Experience 2003 - 2005
Job Controller, Sales Finance at GE Capital
Industry Financial Services
Experience
GE Capital - Retail Finance 2011 - Present
GE Capital - Retail Finance 2005 - 2011
E*TRADE Financial 2003 - 2005
Mitsubishi Motors Credit of America 2002 - 2003
Mitsubishi Motors Credit of America 2000 - 2002
Deutsche Financial Services 1999 - 2000
Deutsche Financial Services 1997 - 1999
Deutsche Financial Services 1996 - 1998
Bank Boston 1994 - 1996
Ganis Credit Corporation 1992 - 1994
Skills
Financial Services, Capital Markets, Securitization, Strategic Financial..., Financial Analysis, Financial Modeling, Financial Statement..., Operational Accounting, General Accounting, Portfolio Loan and..., Loan Portfolio Analysis, Loan System Conversions, GL System Conversions, Loan Servicing, Project Management, Process Improvement, Accounting, Credit, Analysis, Banking, Mergers & Acquisitions, Sarbanes-Oxley Act, Six Sigma, Risk Management, Financial Reporting, Corporate Finance, Forecasting, Financial Risk, Credit Risk, Portfolio Management, Finance
Education
University of Rhode Island 1987 — 1991
Bachelors, Accounting
GE Capital - Retail Finance 2011 - Present
GE Capital - Retail Finance 2005 - 2011
E*TRADE Financial 2003 - 2005
Mitsubishi Motors Credit of America 2002 - 2003
Mitsubishi Motors Credit of America 2000 - 2002
Deutsche Financial Services 1999 - 2000
Deutsche Financial Services 1997 - 1999
Deutsche Financial Services 1996 - 1998
Bank Boston 1994 - 1996
Ganis Credit Corporation 1992 - 1994
Skills
Financial Services, Capital Markets, Securitization, Strategic Financial..., Financial Analysis, Financial Modeling, Financial Statement..., Operational Accounting, General Accounting, Portfolio Loan and..., Loan Portfolio Analysis, Loan System Conversions, GL System Conversions, Loan Servicing, Project Management, Process Improvement, Accounting, Credit, Analysis, Banking, Mergers & Acquisitions, Sarbanes-Oxley Act, Six Sigma, Risk Management, Financial Reporting, Corporate Finance, Forecasting, Financial Risk, Credit Risk, Portfolio Management, Finance
Education
University of Rhode Island 1987 — 1991
Bachelors, Accounting
James Iannuzzo's E*TRADE Financial Experience January 2000 - Present
Job VP General Merchandising Manager
Industry Retail
Experience
Etrade Financial January 2000 - Present
Belk Stores Services February 1984 - July 1999
Education
University of South Florida
BA, MARKETING
Etrade Financial January 2000 - Present
Belk Stores Services February 1984 - July 1999
Education
University of South Florida
BA, MARKETING
Aimee Poquiz's E*TRADE Financial Experience 2004 - 2006
Job Customer Success Manager, Global Enterprise Theater
Industry Information Technology and Services
Experience
Cisco Systems August 2008 - Present
The Mutual Fund Store 2007 - 2008
Loring Ward 2006 - 2007
E*TRADE Financial 2004 - 2006
E*TRADE Financial 1999 - 2004
Skills
Account Management, Sales, Investments, Customer Service, Series 7, Mutual Funds, Training, Portfolio Management, Series 63, Securities, SaaS, Customer Success
Education
University of Phoenix
Cisco Systems August 2008 - Present
The Mutual Fund Store 2007 - 2008
Loring Ward 2006 - 2007
E*TRADE Financial 2004 - 2006
E*TRADE Financial 1999 - 2004
Skills
Account Management, Sales, Investments, Customer Service, Series 7, Mutual Funds, Training, Portfolio Management, Series 63, Securities, SaaS, Customer Success
Education
University of Phoenix
Damon Martin's E*TRADE Financial Experience January 2005 - July 2007
Job Trade Desk Support at Title Trading Services USA Inc
Industry Computer Software
Experience
Title Trading Services USA Inc July 2010 - Present
LPL Financial December 2009 - July 2010
E*TRADE Financial January 2005 - July 2007
BlueCross BlueShield of South Carolina 2004 - 2004
Skills
Trading Systems, Trading, Equities, Options, Risk Management, Microsoft Office, Quality Assurance, Equity Trading, Technical Analysis, Investments, Financial Markets, Mutual Funds, Project Management, Electronic Trading, Customer Service, Portfolio Management, Management, Hedge Funds, GBA, Securities, Strategic Planning, Process Improvement, Capital Markets, FX Options, Data Analysis, Analysis, Commodity, Microsoft Excel, Pottery, Financial Risk, VBA, Handmade Jewelry, American English, Internet Explorer, Windows, Written Word, Handheld Computers, Connectivity, Solution Architecture, Series 7, Series 63, Getting The Job Done, Bonds, Workplace Safety, Toad, Email Etiquette, Star Wars
Education
University of South Carolina-Columbia 1999 — 2004
Computer Engineering
York Technical College 1997 — 1999
associates of the arts, General Studies
Title Trading Services USA Inc July 2010 - Present
LPL Financial December 2009 - July 2010
E*TRADE Financial January 2005 - July 2007
BlueCross BlueShield of South Carolina 2004 - 2004
Skills
Trading Systems, Trading, Equities, Options, Risk Management, Microsoft Office, Quality Assurance, Equity Trading, Technical Analysis, Investments, Financial Markets, Mutual Funds, Project Management, Electronic Trading, Customer Service, Portfolio Management, Management, Hedge Funds, GBA, Securities, Strategic Planning, Process Improvement, Capital Markets, FX Options, Data Analysis, Analysis, Commodity, Microsoft Excel, Pottery, Financial Risk, VBA, Handmade Jewelry, American English, Internet Explorer, Windows, Written Word, Handheld Computers, Connectivity, Solution Architecture, Series 7, Series 63, Getting The Job Done, Bonds, Workplace Safety, Toad, Email Etiquette, Star Wars
Education
University of South Carolina-Columbia 1999 — 2004
Computer Engineering
York Technical College 1997 — 1999
associates of the arts, General Studies
Jim Iannuzzo's E*TRADE Financial Experience 2005 - 2008
Job INTERNATIONAL FINANCE & SALES EXECUTIVE
Industry Financial Services
Experience
VANDELAY INDUSTRIES 2008 - Present
Etrade Financial 2005 - 2008
Harris Financial Services 2002 - 2005
DLJ Financial 2001 - 2002
Belk 1984 - 1999
Estee Lauder Cosmetics 1982 - 1983
Maas Brothers Department Stores, Allied Corp 1970 - 1982
Education
University of South Florida 1965 — 1969
BA, MARKETING
VANDELAY INDUSTRIES 2008 - Present
Etrade Financial 2005 - 2008
Harris Financial Services 2002 - 2005
DLJ Financial 2001 - 2002
Belk 1984 - 1999
Estee Lauder Cosmetics 1982 - 1983
Maas Brothers Department Stores, Allied Corp 1970 - 1982
Education
University of South Florida 1965 — 1969
BA, MARKETING
Harkleroad Jon's E*TRADE Financial Experience May 1998 - January 2013
Job Client Services Manager at Wells Fargo Advisors
Industry Facilities Services
Experience
Wells Fargo Advisors January 2013 - Present
E*TRADE Financial May 1998 - January 2013
Skills
Financial Services, Series 7, Equities, Securities, Series 63, Mutual Funds, Risk Management, Process Improvement, Investments, Options, Vendor Management, Wealth Management
Education
University of South Carolina-Columbia 1995 — 1997
Bachelor's Degree, Interdisciplinary Studies - Political Science & Criminal Justice
Wells Fargo Advisors January 2013 - Present
E*TRADE Financial May 1998 - January 2013
Skills
Financial Services, Series 7, Equities, Securities, Series 63, Mutual Funds, Risk Management, Process Improvement, Investments, Options, Vendor Management, Wealth Management
Education
University of South Carolina-Columbia 1995 — 1997
Bachelor's Degree, Interdisciplinary Studies - Political Science & Criminal Justice
Monterro Foreman's E*TRADE Financial Experience September 2006 - June 2011
Job Stock Plan Administrator at PNC
Industry Financial Services
Experience
PNC August 2011 - Present
E*TRADE Financial September 2006 - June 2011
Skills
Equities, Securities, Financial Services, Diversity & Inclusion, Proxy Statements, Six Sigma - Yellow Belt...
Education
University of Phoenix 2004 — 2006
MBA, Global Management
PNC August 2011 - Present
E*TRADE Financial September 2006 - June 2011
Skills
Equities, Securities, Financial Services, Diversity & Inclusion, Proxy Statements, Six Sigma - Yellow Belt...
Education
University of Phoenix 2004 — 2006
MBA, Global Management
Stephen Tachiera's E*TRADE Financial Experience January 1999 - August 2006
Job at California Department of Food and Agriculture
Industry Financial Services
Experience
California Department of Food and Agriculture November 2009 - Present
BancWest Investment Services, Inc August 2008 - June 2009
Esurance October 2006 - July 2008
E*TRADE Financial January 1999 - August 2006
Education
University of San Francisco
Bachelors of Science, Applied Economics
California Department of Food and Agriculture November 2009 - Present
BancWest Investment Services, Inc August 2008 - June 2009
Esurance October 2006 - July 2008
E*TRADE Financial January 1999 - August 2006
Education
University of San Francisco
Bachelors of Science, Applied Economics
Pascale Chambers's E*TRADE Financial Experience September 2006 - March 2008
Job Project Manager/Marketing
Industry Banking
Experience
Cumming Harvest April 2014 - Present
YMCA 2006 - Present
Appen Media Group September 2014 - January 2015
Career Solutions April 2008 - May 2009
Etrade Financial September 2006 - March 2008
Citibank June 2000 - October 2001
Bear Stearns May 1998 - May 2000
Salomon Brothers August 1992 - April 1998
Education
University of South Florida 1990 — 1992
BA, Psychology
Cumming Harvest April 2014 - Present
YMCA 2006 - Present
Appen Media Group September 2014 - January 2015
Career Solutions April 2008 - May 2009
Etrade Financial September 2006 - March 2008
Citibank June 2000 - October 2001
Bear Stearns May 1998 - May 2000
Salomon Brothers August 1992 - April 1998
Education
University of South Florida 1990 — 1992
BA, Psychology
Joseph Valenti's E*TRADE Financial Experience April 2006 - June 2008
Job Individual Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2012 - Present
Merrill Lynch October 2011 - June 2012
Merrill Lynch November 2009 - October 2011
Bank of America July 2008 - March 2009
Etrade Financial April 2006 - June 2008
Skills
Series 7, Series 63, Securities, Mutual Funds, Fixed Income, Options, Investments, Asset Allocation, Banking, Bonds, CRM, FINRA, Financial Services, Risk Management, Trading, Uniform Combined State..., Wealth Management
Education
University of South Carolina - Darla Moore School of Business 1985 — 1989
BS, Management and Marketing
TIAA-CREF July 2012 - Present
Merrill Lynch October 2011 - June 2012
Merrill Lynch November 2009 - October 2011
Bank of America July 2008 - March 2009
Etrade Financial April 2006 - June 2008
Skills
Series 7, Series 63, Securities, Mutual Funds, Fixed Income, Options, Investments, Asset Allocation, Banking, Bonds, CRM, FINRA, Financial Services, Risk Management, Trading, Uniform Combined State..., Wealth Management
Education
University of South Carolina - Darla Moore School of Business 1985 — 1989
BS, Management and Marketing
Joe Henriquez Jr's E*TRADE Financial Experience February 2006 - December 2007
Job Junior Estimator at AIO Electric
Industry Construction
Experience
All-In-One Electric, INC February 2013 - Present
JDHenry Studios February 2014 - Present
Charles Schwab February 2010 - February 2011
E*TRADE Financial February 2006 - December 2007
Skills
Audio Engineering, Composition, Event Planning, Customer Service, DJ, Piano, Networking, Music Theory, Project Management, Music Industry, Sales, Microsoft Office, Management, Music Production, Team Building, Bilingual, Spanish-speaking, Computer Maintenance, Computer Repair, Landscaping, Landscape Maintenance, Project Estimation, Electrical Contracting, Microsoft Excel, Microsoft Word, Social Media Marketing, PowerPoint, Editing, Leadership, Music, Video Editing, Outlook, Relationship Management, Relationship Building, Long-term Customer..., Relationship Development, Vendor Relationship...
Education
University of South Florida 2001 — 2003
Business, Economics, Music Theory, Business Management
Hillsborough Community College
All-In-One Electric, INC February 2013 - Present
JDHenry Studios February 2014 - Present
Charles Schwab February 2010 - February 2011
E*TRADE Financial February 2006 - December 2007
Skills
Audio Engineering, Composition, Event Planning, Customer Service, DJ, Piano, Networking, Music Theory, Project Management, Music Industry, Sales, Microsoft Office, Management, Music Production, Team Building, Bilingual, Spanish-speaking, Computer Maintenance, Computer Repair, Landscaping, Landscape Maintenance, Project Estimation, Electrical Contracting, Microsoft Excel, Microsoft Word, Social Media Marketing, PowerPoint, Editing, Leadership, Music, Video Editing, Outlook, Relationship Management, Relationship Building, Long-term Customer..., Relationship Development, Vendor Relationship...
Education
University of South Florida 2001 — 2003
Business, Economics, Music Theory, Business Management
Hillsborough Community College
Deepak Sachdeva, PMP's E*TRADE Financial Experience May 2011 - Present
Job Principal Project Manager at E*TRADE Financial
Industry Information Technology and Services
Experience
E*TRADE Financial May 2011 - Present
Cognizant Technology Solutions August 2004 - April 2011
eBay May 2009 - March 2011
eBay August 2007 - May 2009
Deloitte March 2003 - August 2004
Mastek Ltd, UK January 2002 - March 2003
L&T Infotech Ltd July 1999 - January 2002
Skills
Enterprise Architecture, Program Management, Project Management, Architecture, Vendor Management, Agile Methodologies, Mobile Applications, Business Analysis, Product Management, E-commerce, Management, .NET
Education
University of Rajasthan 1995 — 1999
Bachelor of Engineering, Computer Science
E*TRADE Financial May 2011 - Present
Cognizant Technology Solutions August 2004 - April 2011
eBay May 2009 - March 2011
eBay August 2007 - May 2009
Deloitte March 2003 - August 2004
Mastek Ltd, UK January 2002 - March 2003
L&T Infotech Ltd July 1999 - January 2002
Skills
Enterprise Architecture, Program Management, Project Management, Architecture, Vendor Management, Agile Methodologies, Mobile Applications, Business Analysis, Product Management, E-commerce, Management, .NET
Education
University of Rajasthan 1995 — 1999
Bachelor of Engineering, Computer Science
Kim Bowers's E*TRADE Financial Experience November 2005 - May 2008
Job Asset Management Group AVP at PNC
Industry Banking
Experience
PNC June 2015 - Present
PNC Bank, Consumer Loan Center – AMG- Asset Management Group May 2011 - Present
PNC Bank, Consumer Loan Center June 2010 - May 2011
PNC Mortgage May 2009 - June 2010
BNY Mellon May 2008 - May 2009
E*TRADE Financial November 2005 - May 2008
E*TRADE Financial Corporation November 2005 - May 2008
Citizens Bank February 2005 - November 2005
Citizens Bank January 1995 - February 2005
Mellon Bank / Citizens Bank July 1992 - January 1995
Skills
Residential Mortgages, Credit Analysis, FHA, Underwriting, Credit, Mortgage Banking, Loans, Mortgage Underwriting, Mortgage Lending, Home Equity, Wealth Management, Asset Based Lending, Commercial Lending, Asset Management, Consumer Lending, Credit Risk, Loan Servicing, Refinance, FHA financing, Banking, Lines Of Credit, Risk Management, Financial Analysis, Leadership, Commercial Banking, Financial Structuring, Real Estate Financing, Home Equity Loans, Retail Banking, Home Equity Lines of..., Cross Selling, Real Estate, Government Loans, Private Banking, Real Estate Lending, Analysis
Education
Westmoreland County Community College 1985 — 1987
Business Administration and Management, General / Accounting
University of Pittsburgh 1980 — 1982
Mechanical Engineering
PNC June 2015 - Present
PNC Bank, Consumer Loan Center – AMG- Asset Management Group May 2011 - Present
PNC Bank, Consumer Loan Center June 2010 - May 2011
PNC Mortgage May 2009 - June 2010
BNY Mellon May 2008 - May 2009
E*TRADE Financial November 2005 - May 2008
E*TRADE Financial Corporation November 2005 - May 2008
Citizens Bank February 2005 - November 2005
Citizens Bank January 1995 - February 2005
Mellon Bank / Citizens Bank July 1992 - January 1995
Skills
Residential Mortgages, Credit Analysis, FHA, Underwriting, Credit, Mortgage Banking, Loans, Mortgage Underwriting, Mortgage Lending, Home Equity, Wealth Management, Asset Based Lending, Commercial Lending, Asset Management, Consumer Lending, Credit Risk, Loan Servicing, Refinance, FHA financing, Banking, Lines Of Credit, Risk Management, Financial Analysis, Leadership, Commercial Banking, Financial Structuring, Real Estate Financing, Home Equity Loans, Retail Banking, Home Equity Lines of..., Cross Selling, Real Estate, Government Loans, Private Banking, Real Estate Lending, Analysis
Education
Westmoreland County Community College 1985 — 1987
Business Administration and Management, General / Accounting
University of Pittsburgh 1980 — 1982
Mechanical Engineering
Craig Newcomb's E*TRADE Financial Experience January 2001 - April 2009
Job Financial Services Professional
Industry Financial Services
Experience
E*TRADE Financial January 2001 - April 2009
Education
University of South Florida 1988 — 1992
Finance, Finance and Economics
E*TRADE Financial January 2001 - April 2009
Education
University of South Florida 1988 — 1992
Finance, Finance and Economics
Adena Williams's E*TRADE Financial Experience July 2002 - May 2007
Job Stay at Home Mom to 4 Peeps
Industry Recreational Facilities and Services
Experience
E*TRADE Financial July 2002 - May 2007
Notari & Associates February 2002 - July 2002
Office Pavilion June 2000 - February 2002
OfficeScapes September 1999 - June 2000
One Workplace October 1997 - September 1999
Education
University of San Diego 1992 — 1996
B.A., Psychology
Marist School 1988 — 1992
E*TRADE Financial July 2002 - May 2007
Notari & Associates February 2002 - July 2002
Office Pavilion June 2000 - February 2002
OfficeScapes September 1999 - June 2000
One Workplace October 1997 - September 1999
Education
University of San Diego 1992 — 1996
B.A., Psychology
Marist School 1988 — 1992
Shalleewa Hurst's E*TRADE Financial Experience April 2006 - January 2007
Job Relationship SpecialistFunding at Hyundai Capital America
Industry Financial Services
Experience
Hyundai Capital America November 2012 - Present
Hyundai Capital America December 2010 - Present
Reliance Trust Company August 2008 - June 2009
Reliance Trust Company January 2007 - June 2009
Reliance Trust Company January 2007 - August 2008
E*TRADE Financial April 2006 - January 2007
E*TRADE Financial 2006 - 2007
Ford Motor Credit Company 2005 - 2007
Ford Motor Credit Company January 2004 - April 2006
Ford Motor Credit Co January 2004 - April 2006
Skills
Microsoft Office
Education
University of Pittsburgh 1996 — 2000
BA, History
University of Pittsburgh 1996 — 2000
BA, History
University of Pittsburgh-Main Campus 1996 — 2000
Bachelor of Arts, History
Penn Hills Senior High School 1995 — 1996
Diploma, General Studies
Hyundai Capital America November 2012 - Present
Hyundai Capital America December 2010 - Present
Reliance Trust Company August 2008 - June 2009
Reliance Trust Company January 2007 - June 2009
Reliance Trust Company January 2007 - August 2008
E*TRADE Financial April 2006 - January 2007
E*TRADE Financial 2006 - 2007
Ford Motor Credit Company 2005 - 2007
Ford Motor Credit Company January 2004 - April 2006
Ford Motor Credit Co January 2004 - April 2006
Skills
Microsoft Office
Education
University of Pittsburgh 1996 — 2000
BA, History
University of Pittsburgh 1996 — 2000
BA, History
University of Pittsburgh-Main Campus 1996 — 2000
Bachelor of Arts, History
Penn Hills Senior High School 1995 — 1996
Diploma, General Studies
Dan Coyle's E*TRADE Financial Experience March 2006 - February 2015
Job Product Management
Industry Information Technology and Services
Experience
Asurion April 2015 - Present
Etrade Financial March 2006 - February 2015
E*TRADE Financial May 2011 - April 2012
E*TRADE Financial January 2010 - May 2011
Skills
Series 63, Equities, Series 24, Financial Services, Series 7, Series 66, Securities, FINRA, Mutual Funds, Portfolio Management, Investments, Wealth Management, Financial Analysis, Corporate Services, Risk Management, Uniform Combined State..., Alternative Investments, Management, Options, Asset Allocation, Fixed Income, Finance
Education
University of Richmond - Robins School of Business 2001 — 2005
BSBA, Finance, Accounting
University of Richmond - Robins School of Business 2001 — 2005
Asurion April 2015 - Present
Etrade Financial March 2006 - February 2015
E*TRADE Financial May 2011 - April 2012
E*TRADE Financial January 2010 - May 2011
Skills
Series 63, Equities, Series 24, Financial Services, Series 7, Series 66, Securities, FINRA, Mutual Funds, Portfolio Management, Investments, Wealth Management, Financial Analysis, Corporate Services, Risk Management, Uniform Combined State..., Alternative Investments, Management, Options, Asset Allocation, Fixed Income, Finance
Education
University of Richmond - Robins School of Business 2001 — 2005
BSBA, Finance, Accounting
University of Richmond - Robins School of Business 2001 — 2005
Janice Vasquez A's E*TRADE Financial Experience April 2012 - October 2012
Job
Industry E-Learning
Experience
E*TRADE Financial April 2012 - October 2012
E*TRADE Financial June 2009 - April 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
University of the Philippines 2007 — 2009
Certificate of Professional Teaching
University of Santo Tomas 1996 — 2002
Bachelor of Science (BS), Architecture
E*TRADE Financial April 2012 - October 2012
E*TRADE Financial June 2009 - April 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
University of the Philippines 2007 — 2009
Certificate of Professional Teaching
University of Santo Tomas 1996 — 2002
Bachelor of Science (BS), Architecture
Kristina Medeiros's E*TRADE Financial Experience May 2006 - March 2015
Job Director, Financial Reporting at E*TRADE Financial
Industry Financial Services
Experience
Macquarie Group March 2015 - Present
E*TRADE Financial May 2006 - March 2015
KPMG 2002 - May 2006
Education
University of Richmond 1997 — 2001
BS, Accounting
Macquarie Group March 2015 - Present
E*TRADE Financial May 2006 - March 2015
KPMG 2002 - May 2006
Education
University of Richmond 1997 — 2001
BS, Accounting
George Englenton's E*TRADE Financial Experience 1997 - 1998
Job Sr. Technical Analyst at HCA
Industry Hospital & Health Care
Experience
HCA October 2012 - Present
Chapters Health System January 2004 - September 2012
Fultec Systems, Inc. 2001 - 2002
Englenton Computer Consulting, LLC 1995 - 2000
Systems Integration Solutions, Inc 1995 - 1999
E*TRADE Financial 1997 - 1998
Skills
Computer Service, Healthcare IT, IT Consulting, Network Administration, System Administration, Computer Repair, Computer Hardware, Active Directory, Healthcare Information..., HIPAA, Windows 7, Consulting, SharePoint, Technical Support, Software Documentation, Software Project..., Windows Server, IT Operations, Databases, Access, Windows, Data Center, Troubleshooting, Network Security, Process Improvement, Software Installation, Servers, Cisco Technologies, Microsoft SQL Server, Virtualization, Visio
Education
University of San Francisco 1991 — 1995
Biochemistry, Computer Science (minor)
St. John's College, Belize 1986 — 1988
Associates in Science, Biology, Math, Chemistry
HCA October 2012 - Present
Chapters Health System January 2004 - September 2012
Fultec Systems, Inc. 2001 - 2002
Englenton Computer Consulting, LLC 1995 - 2000
Systems Integration Solutions, Inc 1995 - 1999
E*TRADE Financial 1997 - 1998
Skills
Computer Service, Healthcare IT, IT Consulting, Network Administration, System Administration, Computer Repair, Computer Hardware, Active Directory, Healthcare Information..., HIPAA, Windows 7, Consulting, SharePoint, Technical Support, Software Documentation, Software Project..., Windows Server, IT Operations, Databases, Access, Windows, Data Center, Troubleshooting, Network Security, Process Improvement, Software Installation, Servers, Cisco Technologies, Microsoft SQL Server, Virtualization, Visio
Education
University of San Francisco 1991 — 1995
Biochemistry, Computer Science (minor)
St. John's College, Belize 1986 — 1988
Associates in Science, Biology, Math, Chemistry
Gerard Kinzel's E*TRADE Financial Experience November 2004 - Present
Job Branch Manager at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial November 2004 - Present
Datek Online Holdings Corp. May 1998 - March 2003
Education
University of Scranton 1993 — 1997
Bachelor of Science (B.S.), Finance
E*TRADE Financial November 2004 - Present
Datek Online Holdings Corp. May 1998 - March 2003
Education
University of Scranton 1993 — 1997
Bachelor of Science (B.S.), Finance
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.