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.
E*TRADE Financial Salaries. You can even request information on how much does E*TRADE Financial pay if you want to. Learn about salaries, pros and cons of working for E*TRADE Financial directly from the past employees.
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E*TRADE Financial Employees
E*TRADE Financial Corporation September 2015 - Present
E*TRADE Financial Corporation April 2015 - September 2015
E*TRADE Financial November 2013 - April 2015
TheStreet July 2012 - November 2013
TheStreet March 2012 - July 2012
TheStreet February 2010 - March 2012
Skills
Email Marketing, Email Marketing Software, Digital Media, Online Advertising, Mobile Marketing, Content Management, Digital Marketing, HTML emails, Project Management, Social Media, Digital Strategy, Lead Generation, Customer Retention, Marketing, Sales, Copywriting, Management, CRM, Social Media Marketing
Education
Drew University 2005 — 2009
Bachelor of Arts (B.A.), Sociology
Military.com May 2015 - Present
Esurance March 2014 - March 2015
E*TRADE Financial June 2010 - March 2014
E*Trade Financial December 2009 - June 2010
E*TRADE Financial July 2008 - December 2009
Etrade Financial July 2006 - July 2008
Myriad Services Inc. May 2001 - July 2007
Chips Computers August 2000 - January 2001
Skills
Series 7, Series 63, Scrum, Call Center, Customer Service, Customer Satisfaction, Troubleshooting, Software Installation, Details, Product Requirements, Product Management, Microsoft Office, Timely, Escalation, Blackberry, Metrics, Credit Cards, Connectivity, Remedy, Trading, Documentation, Feedback, Cross-functional Team..., Vendor Relations, Quality Assurance, Problem Solving, Brokerage, Outlook, Customer Relations, Vendor Management, Access, IPO, Business Requirements, CUA, Equities, Call Centers, Trading Systems, Software Documentation, Networking
Education
De Anza College 2011 — 2015
Associate of Arts (A.A.), Liberal Arts w/ Business / CIS Focus, 3.5 GPA
Kenmore West Senior High School 1991 — 1995
High School Diploma, General
E*TRADE Financial March 2008 - Present
AT&T, San Ramon CA November 2005 - March 2008
Trust Benefits Online, Emeryville CA June 2004 - October 2005
Metabyte Networks Inc, Fremont CA October 2000 - March 2003
Defence R&D Organization, Hyderabad India January 1998 - April 2000
Skills
Servlets, Hibernate, CXF, iBatis, J2EE, AJAX, JSON, XML, HTML, PL/SQL, JSP, MVC, JDBC, JUnit, Spring, Maven, Struts, Tomcat, JAXB, Subversion, Web Services, Java Enterprise Edition, Java, Web Applications, Core Java, MySQL, Sun Certified Java...
Education
De Anza College 2004 — 2004
Visula Studio.Net Programming using CSharp
Nagarjuna University 1993 — 1997
BS
Bishop Azhariah High School For Girls 1986 — 1991
HighSchool
Mental Health Center of Madison County 2013 - Present
Home HealthLine, LLC 2009 - Present
Russell Asset Management 2003 - 2009
E*TRADE Financial 2002 - 2003
Charles Schwab 1997 - 2002
Edward Jones 1995 - 1997
J.C. Bradford & Co 1994 - 1995
White Tiger Manufacturing 1992 - 1994
SportsLife - Baptist Medical Center 1988 - 1992
Central Bank of the South 1986 - 1988
Skills
Registered Nurses, Project Management..., Consultative Sales..., Experienced Sales..., Experienced Speaker, Team Leadership, Medical Terminology, Nursing Process, Nursing Documentation, Professional..., World Class Customer..., Executive Level..., Microsoft Office, Sales Presentation..., Presentation Coaching, Business Planning, Investment Advisory, Prospecting New Clients, Computer Proficiency, National Media..., Strategic Hiring, New Business Development, Rain Maker, Surgical Device Sales, Surgical Nursing, Cardiology, Oncology, Employee Benefits, Emergency Room, Orthopedic, Pay Close Attention to..., Highly motivated..., Goal-oriented..., Outstanding time..., Medical/Surgical, Quality Patient Care, Outstanding..., Successful Business..., HIPAA, Surgery, Operating Room Sales, Strategic Financial..., Hospital Information..., Staff Management, High Achiever, Seven Habits of Highly..., Persuasive Presentation..., BLS Health Care..., Superior Work Ethic, Medical Devices
Education
John C Calhoun State Community College 2009 — 2012
Associate of Applied Science, Nursing
Graduate Finance Licenses & Management Classes toward 1994 — 2009
Master of Business Administration (MBA), Graduate Finance Licenses & Management Classes toward MBA
Faulkner University 1992 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration
De La Salle High School
College Preparatory Diploma
Microsoft February 2012 - Present
Microsoft April 2009 - January 2012
Microsoft August 2002 - March 2009
E*TRADE Financial June 2000 - August 2000
Skills
Software Development, C#, Big Data, Skype, .NET, Agile Methodologies, SQL, Lync, Windows, Web Services, Powershell, Java, C++, Distributed Systems, Hadoop, COSMOS, Microsoft SQL Server
Education
Duke University 1999 — 2002
Bachelor of Science (BS), Computer Science
Standfast USA March 2013 - Present
E*TRADE Financial November 2004 - March 2011
BMO Harris Bank July 2002 - November 2004
Education
Denison University
Bachelor of Arts (B.A.), English Literature and Composition
New Trier East High School
LCG Associates October 2014 - Present
E*TRADE Financial June 2013 - October 2014
The Princeton Review July 2011 - March 2013
Skills
Series 7, Series 63
Education
Emory University - Goizueta Business School 2011 — 2013
Bachelor of Business Administration (BBA), Finance & Economics
Oxford College of Emory University 2009 — 2011
Associate of Arts (AA)
Nachler Inc Property Preservation May 2012 - Present
E*TRADE Financial 1999 - 2012
GVR Company February 1999 - March 2001
Skills
HTML, CSS, JavaScript, MAC OS X Tiger, Mac OS, Customer Service, Team Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Access, Outlook, PROTOOL, Abelton, Reason, Logic Pro, OS X
Education
CompTIA 2012 — 2013
A+ Certification, Information Technology
CompTIA 2012 — 2013
Network+ Certificaion, Information Technology
Illinois Institue of Technology 1992 — 1993
Electrical Engineering Technologies/Technicians
DeVry University-Illinois 1989 — 1991
Electrical and Electronics Engineering
CVS
Aquent 2012 - Present
The Active Network 2010 - 2012
IPG January 2005 - December 2009
Salmini Films & Sports Marketing 2001 - 2004
E*TRADE Financial 1999 - 2000
New York Road Runners 1994 - 1999
Skills
Sponsorship, Integrated Marketing, Online Marketing, Sports Marketing, Experiential Marketing, Sponsorship Sales, digital sales, Marketing Communications, Marketing Strategy, Digital Media, Digital Marketing, Strategic Partnerships, Relationship Marketing, Management, Marketing, Mobile Marketing, Brand Development
Education
Fairfield University 1989 — 1993
BS, Marketing
New York Institute of Technology December 2014 - Present
Morgan Stanley June 2010 - December 2014
E*TRADE Financial March 2009 - June 2010
Merrill Lynch June 2006 - March 2009
Education
Fairfield University 2002 — 2006
Bachelor of Science, Accounting and Information Systems
Dexis November 2005 - Present
E*TRADE Financial December 2000 - June 2004
Electronic Data Systems (EDS) June 1996 - December 2000
Cerner Corporation March 1994 - June 1996
Skills
System Administration, Troubleshooting, Capacity Planning, Software Installation, Active Directory, Citrix, Cluster, Computer Hardware, Data Center, Disaster Recovery, Hardware, Team Leadership, Team Building, TCP/IP, Technical Support, Storage Area Networks, Software Documentation, SQL, SDLC, SAN, Operating Systems, Network Administration, Linux, Management, Leadership, Integration, Training, Unix, VMware, Vendor Management, Virtualization, WAN, Windows, XP, Windows Server
Education
Elgin Community College
Associate, Electronics
Cognosos, Inc. February 2015 - Present
eVestment July 2014 - Present
CircleBack, Inc. December 2013 - Present
Cbeyond June 2010 - February 2014
Air2Web August 2008 - June 2010
Air2Web May 2002 - August 2008
E*TRADE Financial 2000 - 2002
Synchrologic, Inc. 1996 - 2000
Matesys Corp. 1991 - 1993
Skills
Mobile Devices, Product Management, Cross-functional Team..., Telecommunications, Agile Methodologies, Cloud Computing, Software Development, Management, Leadership, Product Development, SaaS, Mobile Technology, Mobile Applications, Start-ups, Scrum, Wireless, Team Building, Strategic Planning, Analytics, Professional Services, Product Strategies, P&L Management, Software Architectural..., Business Development, Strategic Partnerships, Wireless Networking, Broadband Networks, Sales, Java Enterprise Edition, Architectures, .NET, Java, C++ Language, Android Development
Education
East Stroudsburg University of Pennsylvania 1989 — 1991
MS, Computer Science
Jai Hind College 1983 — 1986
Bachelor, Finance
RaceTrac Petroleum April 2013 - Present
E*Trade Financial December 2007 - January 2013
E*Trade Financial November 2002 - December 2007
Affiliated Computer Services - City of Irvine 1995 - 2002
Hughes Network Systems 1991 - 1995
Skills
VMWare, Software Documentation, Vendor Management, Troubleshooting, Desktop Support..., Customer Service, Commitment to Customer..., Large Scale Deployments, Cisco Technologies, VMware, Management, Technical Support, Enterprise Software, IT Management, Security, Networking, Information Technology, Team Leadership, Training, Project Management, Customer Satisfaction, Strategy, Call Centers, Disaster Recovery, System Administration, Process Improvement, Visio, Leadership, Strategic Planning, Active Directory
Education
DeVry University-California 1988 — 1991
BS, Technology and Accounting
Commonwealth Financial Network October 2013 - Present
Investors Capital Corp August 2013 - October 2013
Investors Capital October 2009 - September 2013
E*TRADE Financial May 2008 - June 2009
DFS Investments 2007 - 2008
Skills
Series 7, Securities, Series 63, FINRA, Equities, Fixed Income, Bloomberg, Mutual Funds, Series 24, Investments, Trading, Wealth Management, Alternative Investments, Portfolio Management, Options, Investment Advisory, Asset Allocation, Financial Advisory, 401k, Microsoft Excel, IRAs
Education
Fairfield University 2003 — 2007
Bachelor of Science (BS), Finance, General
North Shore-LIJ Health System January 2015 - Present
Broadridge Financial Solutions January 2013 - January 2015
E*TRADE Financial May 2012 - September 2012
Fireworks by Grucci May 2006 - August 2010
Skills
Microsoft Excel, Microsoft Office, Genie, Sales Force Compensation, Microsoft Word, Accounting, Banking, Budgets, Finance, Financial Analysis, Financial Reporting, Management, PowerPoint, Sales, Software Documentation
Education
Pace University - Lubin School of Business 2012 — 2013
Certified Compliance and Regulatory Professional
East Carolina University 2008 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
SAIC January 2011 - Present
E*TRADE Financial 2011 - 2013
Softscience LLC DBA September 2010 - April 2012
Redstone Arsenal SMDC FWC Battle Lab May 2005 - September 2010
Summit Research Corporation January 2001 - January 2004
CTC January 1993 - January 2000
New Mexico State University February 1989 - January 1992
Skills
Sockets, Subversion, C++, Software Engineering, Linux, Cross-platform..., Software Design, Ubuntu, .NET, Agile Methodologies, OOP, Technical Leadership, Shell Scripting, Object Oriented Design, XML, C#, C, Apache, Programming, SQL, Software Development, Integration, Visual Studio, Windows, Eclipse, Web Services, SOAP, ClearCase, JavaScript, HTML, Vulnerability, Testing, PostgreSQL, Unix, Web Applications, Databases, MySQL, OpenGL, UML, jQuery, VB.NET, Design Patterns, Bash
Education
Cooks Institute of Electronics Engineering 1990 — 1993
BSEE, Electronics Engineering
The University of Texas at El Paso 1983 — 1985
Electrical Eng., Computer Science
El Paso Community College
Liberal Arts
Federal Reserve Bank of Atlanta February 2015 - Present
Emory University June 2013 - July 2013
E*TRADE Financial June 2012 - August 2012
Standard Chartered Bank July 2010 - August 2010
Skills
Stata, R, Statistical Modeling, Chinese, Mandarin, Data Analysis, Quantitative Analytics, Statistics, Econometrics, Financial Modeling, Quantitative Finance, Economics, VBA, SAS, Matlab
Education
Emory University
Economics
University of Wisconsin-Madison - School of Business 2008 — 2011
BBA, Mathematics and finance
J.P. Morgan Chase Bank, N.A. March 2015 - Present
E*TRADE Financial June 2013 - March 2015
Fidelity Investments August 2011 - June 2013
Barclaycard June 2010 - August 2010
Skills
Mutual Funds, Investments, Series 7, Series 63, Retirement Planning, Financial Services, Asset Allocation, Retirement, Strategic Financial..., Finance, Financial Planners, Securities, IRAs, Wealth Management, ETFs, Wealth, 529 Plans, College Savings Plans, Personal Financial..., High Net Worth..., Roth IRA, Financial Advisory, Investment Advisory, 401k Rollovers, Series 65
Education
San Francisco State University 2009 — 2012
Bachelor of Science (B.S.), Accounting
De Anza College
Renu Auto January 2009 - Present
Private Wealth Management (Vantage Financial) January 2009 - May 2012
E*TRADE Financial May 2008 - January 2009
Wilson Electronics May 2002 - May 2008
Skills
Account Management, Investments, Strategic Financial..., Budget, Sales Management, Customer Service, Wealth Management, Portfolio Management, Mutual Funds, Series 7, Retirement Planning, Securities
Education
Dixie State College 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Dixie State University 2006 — 2010
Associates, Business Management
Credit Suisse January 2015 - Present
Credit Suisse October 2012 - Present
UBS Wealth Management September 2011 - October 2012
UBS Wealth Management December 2009 - September 2011
E*TRADE Financial January 2007 - July 2009
E*TRADE Financial 2006 - 2007
Skills
Series 24, Series 7, Series 63, Securities, Mutual Funds, Bloomberg, Equities, Investments, FINRA, Options, Financial Services, Hedge Funds, Trading Systems, Investment Strategies, Bloomberg Terminal, Trading, FX Options, Electronic Trading, Business Analysis, Wealth Management, Fixed Income, Capital Markets, Asset Management, Investment Advisory, Uniform Combined State..., Finance, Vendor Management, ETFs, Alternative Investments, Financial Markets, Derivatives, Structured Products, Bonds
Education
New Jersey City University 2003 — 2005
Bachelor of Business Administration (B.B.A.), Finance
Fairleigh Dickinson University 2001 — 2003
Associate of Science (A.S.), Business Administration and Management
Wells Fargo Advisors July 2015 - Present
E*TRADE Financial March 2006 - July 2015
Charles Schwab July 1989 - August 2004
Education
Ferris State University
Bachelor's degree, Business, Management, Marketing, and Related Support Services
McKesson Health Solutions July 2013 - Present
E*TRADE Financial October 2006 - Present
Simtrol Inc. January 2005 - September 2006
ScorePAD January 2004 - July 2004
Hughes Software Systems October 1997 - June 2000
Skills
J2EE, Spring, iBatis, Software Engineering, Tomcat, Hibernate, Eclipse, Java, C++, SOAP, JavaScript, SQL, Web Services, Subversion, Perl, XML, Unix, Software Development, JDBC, Servlets, HTML, Sybase, Maven, SOA, UML, AJAX, Rational Rose, JUnit, JSP, PL/SQL, REST, Design Patterns, Agile Methodologies, Scrum, Requirements Analysis, CXF, JAX-WS, Web Development, Object Oriented Design, SoapUI, Multithreading, Distributed Systems, ClearCase, Software Design, CVS, Test Driven Development, Java Enterprise Edition
Education
Georgia State University 2003 — 2004
MS
Kurukshetra University 1994 — 1997
Master of Computer Applications
Delhi University 1991 — 1994
BA
Vanguard November 2010 - Present
Bank of America July 2008 - August 2010
Etrade Financial March 2007 - July 2008
Education
De La Salle University 1981 — 1986
Bachelors, Economics and Business Management
Oak Tree Center Mall April 2012 - Present
JP Morgan Chase November 2010 - August 2011
JP Morgan Chase November 2008 - February 2009
Reed Elsevier July 2008 - October 2008
E*TRADE Financial 2007 - 2008
JPMorgan Chase 2005 - 2007
New York Stock Exchange, Inc. 1987 - 2005
Skills
Business Transformation, Vendor Management, SDLC, Business Analysis, Financial Services, Program Management, PMO, Process Improvement, Risk Management, Project Management, Requirements Analysis, PMP, Business Process..., Project Portfolio..., Software Project..., Requirements Gathering, Business Requirements, IT Strategy, Business Process..., Change Management, Outsourcing, Unix, Integration, Analysis
Education
Fairleigh Dickinson University 1976 — 1985
Master's & Bachelor's, Electrical Engineering
Ceros Financial Services, Inc. August 2009 - Present
Rydex Investments March 2006 - December 2009
Invespro 2007 - 2007
Rydex 2005 - 2006
JFB Planning March 2003 - March 2005
E*TRADE Financial 1999 - 2002
Skills
Trading Systems, Hedge Funds, Trading, Mutual Funds, Options, Financial Services, Equities, Asset Management, Alternative Investments, Investments, Securities
Education
Fairfield University 1987 — 1991
Business Management
Prep 1984 — 1987
AIG April 2015 - Present
Forward Solutions, LLC January 2014 - Present
United Way of Greater Atlanta September 2013 - December 2013
The Foundation Center June 2013 - August 2013
Communities In Schools of Georgia September 2011 - August 2012
The Historic Tabernacle Baptist Church August 2006 - October 2011
BELL (Building Educated Leaders for Life) February 2010 - November 2010
Non Profit and Community Outreach January 2004 - December 2008
E*TRADE Financial March 2006 - October 2006
Emory Healthcare February 2005 - October 2005
Skills
Program Management, Grant Writing, Community Outreach, Research, Non-profits, Nonprofits, Training, Fundraising, Leadership, Teaching, Leadership Development, Public Speaking, Coaching, Team Building, Curriculum Design, Strategy, Entrepreneurship, Staff Development, Youth Development, Grants, Raiser's Edge, Microsoft CRM, Proposal Writing, Marketing, Analysis, Blogging
Education
Emory University 2007 — 2010
M.Div., Theology/Counseling
Morehouse College 2001 — 2005
B.A., Business Finance
People's United Bank June 2014 - Present
Wells Fargo January 2013 - June 2014
Chimera Securities June 2012 - December 2013
Assent LLC 2009 - 2010
E*TRADE Financial December 2007 - June 2008
New York Life Insurance Company June 2007 - December 2007
Skills
Trading, Risk Management, Trading Strategies, Quantitative Investing, Quantitative Analytics, Equities, Proprietary Trading, Bloomberg, Electronic Trading, Fixed Income, Options, Finance
Education
Fairleigh Dickinson University 2003 — 2007
Bachelor's degree, Finance, General
Laureate Online Education July 2013 - Present
Laureate Education November 2011 - June 2013
Marriott International April 2008 - December 2011
E*Trade Financial July 2004 - March 2008
Progress Energy August 2001 - June 2004
HDFC Bank March 1996 - April 2000
S.B.Billimoria &Co 1992 - 1995
Skills
Financial Analysis, Mergers, Valuation, Risk Management, Due Diligence, Sarbanes-Oxley Act, Finance, Financial Modeling, Strategic Financial..., Strategy, Analysis, Mergers & Acquisitions, Banking, Training, Cash Management, Financial Risk, Forecasting, Internal Audit, Financial Planning
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2002
MBA, Corporate Finance
Delhi University 1989 — 1992
Bachelor of Commerce (B.Com.), Honors
Delhi Public School - Mathura Road
CenturyLink Technology Solutions (Savvis) January 2013 - Present
International Technology Solutions, Inc. June 2008 - Present
E*TRADE Financial April 2011 - December 2012
Cisco Systems January 2010 - April 2011
Apple November 2009 - January 2010
eBay Inc November 2008 - November 2009
Dow Jones June 2008 - November 2008
Fort Systems Ltd. October 2006 - June 2008
iPass September 2004 - October 2006
Bainsdigital Inc. December 2003 - September 2004
Skills
Java, PHP, Linux, Perl, Web Services, Spring, API, XML, Unix, LDAP, Open Source, Quality Center, REST, DB2, MySQL, Solaris, Unix Shell Scripting, Python, Integration, Software Design, Oracle, Architecture, Architectures, APIs, Agile Methodologies
Education
Devi Ahilya Vishwavidyalaya 1997 — 1999
Master in Science, Computer Technology
Shaheed Chandrasekhar Azad College JHABUA, MP. 1993 — 1996
B.Sc., Science
Charles Schwab October 2011 - Present
E*TRADE Financial 2009 - 2011
Pitney Bowes 2007 - 2009
Pitney Bowes 2004 - 2007
Pitney Bowes 2002 - 2004
Credit Suisse First Boston 2001 - 2002
Skills
Strategy, Financial Modeling, Forecasting, Mergers, Divestitures, Negotiations, M&A, Acquisitions, Corporate Development, Finance, Mergers & Acquisitions, Competitive Analysis, Corporate Finance, Due Diligence, Strategic Financial..., Business Planning, Management, Capital Markets, Risk Management, Valuation, Acquisition Integration, Financial Analysis, Analysis, Leadership, Negotiation, Investment Banking
Education
Duke University - The Fuqua School of Business 1999 — 2001
MBA, Finance
Imperial College London 1989 — 1992
BEng, Electrical Engineering
DHL December 2011 - Present
BB&T December 2008 - June 2011
E*TRADE Financial July 2006 - August 2008
BB&T January 2006 - July 2006
BB&T July 2002 - December 2005
The National Bank of South Carolina/Synovus August 1997 - July 2002
Skills
Equities, Banking, Investments, Accounting, Credit, Account Reconciliation, Logistics, Air Freight, Data Administration, Accounts Receivable, Leadership, Process Improvement, Management, Sales, Cross-functional Team..., Financial Services, Internal Audit, Analysis, Software Documentation, New Business Development, Training, Options, Loans, Insurance, Finance, Customer Service, Microsoft Excel, Invoicing, Budgets, Auditing
Education
DeVry University 2008 — 2010
Technical Management, Finance
University of South Carolina-Columbia 1997 — 2002
Associates of Arts, Business Managment
Hillcrest
E*TRADE Financial January 2013 - Present
Morgan Stanley August 2012 - January 2013
Allconnect April 2010 - August 2012
Allconnect January 2010 - April 2010
America First Credit Union June 2008 - December 2009
Morgan Stanley May 2005 - June 2008
Discover Financial Services November 2004 - April 2005
Discover Financial Services February 2004 - October 2004
Discover Financial Services November 2002 - January 2004
Northwestern Mutual September 1997 - October 2002
Skills
Cross-functional Team..., Strategic Financial..., Sales Management, Retirement Planning, Series 7, Series 63, Investments, Financial Analysis, Credit, Insurance, Employee Benefits, Retirement, Risk Management, Customer Service, Team Building, Sales, Mortgage Lending, Strategic Planning, Disability Insurance, Call Center, Portfolio Management
Education
Westminster College 2004 — 2006
Business, Financial Services
University of Phoenix 2002 — 2003
Business Administration
Dixie State University 1991 — 1992
Citrix June 2013 - Present
CA Technologies May 2011 - May 2013
CA February 2007 - May 2011
Computer Associates - Wily Technology Division - CEM May 2005 - February 2007
E*Trade Financial, Inc. June 2002 - May 2005
E*TRADE Financial July 1999 - May 2002
Hewlett Packard July 1997 - June 1999
MindSpring June 1996 - June 1997
Skills
Linux, Product Management, Windows, TCP/IP, Python, SSL, Unix, Java, Operations Management, Application Performance..., Cloud Computing, Virtualization, Enterprise Software, Solaris, Performance Tuning, Agile, Operating Systems, Architecture, SaaS, Web Services, Enterprise Architecture, Application Servers, Network Security, High Availability, Scrum, Unix Shell Scripting, Systems Management, Web Applications, Server Architecture, Data Center, Security, Agile Methodologies, Hardware, Netscaler, Citrix, Pre-sales, Go-to-market Strategy, Firewalls, Servers, Cisco Technologies, System Administration, Integration, Solution Architecture, Networking, Cross-functional Team..., Start-ups, Partner Management, Strategy, PaaS, Sales Enablement
Education
Emory University 1992 — 1996
B.A., Biological Anthropology
AZ Realty.LA Group April 2015 - Present
Law Office of Michael D. Luppi January 2010 - Present
Park Avenue Enterprises LLC 2007 - Present
Etrade Financial November 2004 - March 2006
Skills
Customer Service, Mortgage Lending, Sales, Management, Contract Management, Mortgage Banking, Real Estate, Credit, Loans, Risk Management, Coaching, Residential Mortgages, Insurance, Banking, Financial Services
Education
Eagle Rock High School
East Los Angeles College
Associate's degree, General Studies
Silver Management 1991 - Present
JPMorgan Chase 2008 - 2015
E*TRADE Financial 2005 - 2015
Frontera Partners 2007 - 2014
Pershing 2007 - 2008
TD Ameritrade 2006 - 2008
Harrisdirect 2004 - 2005
Bear Stearns 2003 - 2004
Susquehanna International Group 2002 - 2003
TAHO Commerce 1998 - 2002
Skills
Cost Basis, Financial Technology, Operations Management, Portfolio Management, Tax Reporting, Wealth Management, Management, Strategy, Analysis, Business Analysis, Risk Management, Leadership, Project Planning, Management Consulting, Product Management, Project Portfolio..., SDLC, Vendor Management, CRM, Business Intelligence, Consulting, Analytics, Project Management, Business Process..., IT Strategy, Requirements Gathering, Software Project..., Enterprise Software, Process Improvement, Software Development, Corporate Actions, Business Strategy
Education
University of Pennsylvania - The Wharton School 1991 — 1993
BS, Decision Science / Marketing
Drexel University 1988 — 1991
Management Information Systems
LF Distribution Holding Inc. (A member of the Fung Group) December 2014 - Present
Tom Cody Design May 2014 - December 2014
Bank of America January 2014 - March 2014
DKNY September 2013 - January 2014
Macy's January 2013 - January 2013
E*TRADE Financial December 2012 - December 2012
Diesel January 2012 - November 2012
Loris Diran December 2011 - January 2012
Levi Strauss & Co. July 2010 - September 2011
Splash Magazines Worldwide 2011 - 2011
Skills
Visual Merchandising, Styling, Fashion, Apparel, Retail, Mannequin Styling, Merchandising, Photography, Fashion Illustration, Fashion Design, Draping, Microsoft Excel, Illustrator, Illustration, Textiles
Education
Fashion Institute of Technology 2011 — 2014
Bachelors, Entrepreneurship/Entrepreneurial Studies
Fashion Institute of Technology 2009 — 2011
Associate in Applied Science Cum Laude, Fashion Illustration
High School of Fashion Industries 2005 — 2009
High School Diploma, Fashion/Apparel Design
UBS July 2013 - Present
E*TRADE Financial February 2009 - July 2013
E*TRADE FINANCIAL June 2007 - January 2009
E*TRADE Financial May 2003 - May 2007
Smith Barney December 1999 - May 2003
Smith Barney May 1998 - December 1999
Baker & Taylor October 1996 - May 1998
Skills
Enterprise Solution..., Enterprise Technology..., New Business Development, Marketing Strategy, Sales, Strategic Planning, Management, Account Management, Client Management, SaaS, Sales Management, FINRA, Securities, Corporate Services, Equity Compensation, Financial Services, Salesforce.com, CRM
Education
Davidson College
B.A.
Frederick High School
Wells Fargo December 2013 - Present
Merrill Lynch May 2013 - December 2013
Georgeson November 2012 - May 2013
E*TRADE Financial October 2011 - May 2012
Advanced Health Media June 2011 - June 2011
Merrill Lynch September 2010 - December 2010
Centra-State IME September 2006 - September 2008
Skills
Financial Modeling, Budgets, Management, Investments, Fixed Income, Strategic Financial..., Financial Analysis, Portfolio Management, Investment Banking, Insurance, Financial Reporting, Mergers, Employee Benefits, Accounting, College Recruiting, Series 7, Access, Uniform Combined State..., Securities
Education
Fairleigh Dickinson University 2003 — 2010
Bachelor of Arts, Business Management
Oratory Prep
IBM January 2014 - Present
IBM January 2010 - January 2014
IBM June 2006 - January 2010
E*TRADE Financial January 1999 - January 2004
Skills
Informix, Perl, SQL, Unix Shell Scripting, Java, CGI/Perl, ODBC, JDBC, JSON, MySQL, C, JavaScript, SPL, jQuery, AJAX, Raspberry Pi, Program Management, Databases, Shell Scripting, Cloud Computing, Programming
Education
San Jose State University 2002 — 2006
Bachelor of Science, Computer Science
De Anza College 2001 — 2002
KMM Graphic Designs March 2012 - Present
E*TRADE Financial February 2005 - October 2005
Vista Resorts September 2003 - February 2005
Skills
typing, filing, Customer Service, Call Center, Cold Calling, Data Entry, HTML, Telephone Skills, Telemarketing
Education
DeVry University-California 2012 — 2016
Bachelor of Arts (B.A.), Graphic and Multimedia design
Bryan College 2010 — 2012
Associate of Science (A.S.), Health Information Management & Coding, B
Notheast High School 1996 — 2000
Diploma, General
San Jose State University 2014 - Present
Adjunct lecturer March 2012 - Present
Silicon Valley Education Foundation April 2010 - December 2012
Etrade Financial 2007 - 2008
Peninsula Habitat for Humanity 2005 - 2008
Hewlett-Packard 1995 - 1999
Hewlett-Packard 1989 - 1995
Skills
Human Resources, Strategy, Finance, Management, Program Management, Personnel Management, Leadership, Business Development, Financial Analysis, Strategic Planning, Team Building, Business Planning, Recruiting, Employee Relations, Training, Change Management, Product Management
Education
Santa Clara University - Leavey School of Business
MBA
University of California, Berkeley
Human Resource Management
University of Delhi
MS, Business Economics
Gilead Sciences 2011 - Present
MediMedia USA January 2010 - December 2010
Portico MMC, LLC 2007 - 2009
Genentech 2006 - 2007
Genentech, Inc. 2004 - 2006
E*TRADE Financial 2003 - 2003
E*TRADE Financial 2000 - 2002
Merck 1998 - 1999
Merck 1997 - 1998
Merck 1995 - 1996
Skills
Product Launch, Cross-functional Team..., Marketing Strategy, Market Research, Segmentation, Analytics, Marketing, Positioning, Business Planning, Online Advertising, Managed Markets, Modeling, Pharmaceutical Industry, Biotechnology, Product Marketing, Strategic Planning, Competitive Analysis, Commercialization, Product Management, Integrated Marketing, Marketing Management, Start-ups
Education
Duke University - The Fuqua School of Business
MBA, General Management/Marketing
Northwestern University
BS, Chemical/Biomedical Engineering
FoodEMarket.Com July 2014 - Present
pwm for large bank July 2013 - Present
Fresh Roots Farm LLC January 2012 - Present
E*TRADE Financial August 2010 - 2013
Opus Trading Fund November 2007 - March 2010
Amerisave Mortgage Corporation October 2004 - August 2007
Education
Emory University 2000 — 2004
Bachelor of Arts, Economics
Charles University, Prague, CZ 2002 — 2002
Economics
United Nations August 2014 - Present
Express Scripts August 2013 - January 2014
Novartis February 2013 - June 2013
INSYS Group, Inc. 2013 - 2013
Express Scripts March 2012 - May 2012
Guardian Life Insurance Company October 2007 - February 2008
E*Trade Financial February 2007 - May 2007
Securities Industry Automation Corporation 1987 - 2006
NYSE Euronext 1987 - 2006
Ericsson Information Systems 1984 - 1987
Skills
Process Improvement, Business Analysis, Business Process..., ITIL, IT Governance, Coaching, Microsoft Office, SDLC, Project Planning, MS Project, Requirements Analysis, Social Networking, Visio, Technical Writing, SalesLogix, PMO, Requirements Gathering, Project Management, Management, Training, Analysis, Program Management, Team Leadership, Leadership, Leadership Development, Organizational..., Governance, Sage, Integration, Business Process, Software Documentation, Networking, Strategy, CRM, Business Development, IT Management, Customer Satisfaction, Information Technology, Testing, Consulting, Project Portfolio..., Business Planning, IT Strategy, PMP, Cross-functional Team..., Salesforce.com, Vendor Management, Team Building, Service Delivery, Change Management
Education
New York University 2006 — 2010
Certificate, Organizational Leadership
Fairleigh Dickinson University 1980 — 1984
MBA, Finance
Rutgers University-New Brunswick 1975 — 1979
BA, ART
Clifton High School
Saint Brendan's
Unify4Life™ Corporation 2009 - 2011
Nexient Learning 2007 - 2008
Newcom Business Media 2004 - 2007
E*TRADE Financial 1998 - 2001
Monsanto 1989 - 1998
Skills
Marketing, Management, Strategic Planning, Integrated Marketing, Strategy, Start-ups, Executive Management, Strategic Partnerships, New Business Development, Business Strategy, Mergers & Acquisitions, Marketing Communications, Social Media, Marketing Strategy
Education
Duke University 1975 — 1979
BSc
KB Consulting for Financial Services Industry, LLC March 2013 - Present
SFEO Homes INC March 2005 - Present
E*TRADE Financial July 2011 - February 2013
Silver Management Group, Inc January 2006 - July 2011
Fidelity Information Systems 2000 - 2006
Spectra Securities Software 2000 - 2004
Instinet Corporation 1999 - 1999
Morgan Stanley 1998 - 1998
Charles Schwab 1996 - 1998
Wells Fargo Securities 1990 - 1996
Skills
Relationship Management, Program Management, Vendor Management, Consensus Building, Financial Services, Tax Reporting, Broker-Dealer, Project Management, Cost Basis Reporting, Restricted Stock, Back Office, Strategic Planning, Risk Management, Operations Management, Self Clearing, Fixed Income, Settlement, Securities, SDLC, Creative Problem Solving, Business Analysis, Internal Controls, M&A support, Equities, Options, Management Consulting, Data Conversion, System Implementations, Financial System..., Banking, Correspondent Clearing, Introducing Broker /..., Mergers & Acquisitions, Analysis, Trading, Mutual Funds, Product Management, Asset Management, Governance, Capital Markets, Portfolio Management, Investments, Series 7, Strategy
Education
University of Pennsylvania - The Wharton School 2005 — 2007
Securities Industry Institute
University of Washington - Pacific Coast Banking School 1992 — 1995
Pacific Coast Banking School Program
Fairfield University 1981 — 1985
Bachelor of Science, Finance
E*TRADE Financial December 2013 - Present
Booz & Company October 2012 - December 2013
Booz & Company October 2010 - October 2012
Smith Rothchild Financial February 2008 - August 2009
Smith Rothchild Financial May 2007 - February 2008
Smith Rothchild Financial August 2006 - May 2007
Smith Rothchild Financial September 2004 - August 2006
Skills
Due Diligence, Growth Strategies, Financial Analysis, Strategy, Strategic Planning, Management Consulting, Financial Modeling, Change Management, Business Strategy
Education
Elmhurst College
Finance and Economics
Northwestern University - Kellogg School of Management
MBA
Ernst & Young May 2013 - Present
E*TRADE Financial July 2007 - March 2013
SunTrust Bank September 2006 - July 2007
FairIsaac Corporation December 2005 - September 2006
SunTrust Bank & STOLI Call Center August 2002 - December 2005
SunTrust Mortgage August 1998 - July 2002
Skills
SDLC, Vendor Management, PMO, Business Analysis, Business Intelligence, MS Project, Process Improvement, PMP, Project Management, Data Warehousing, Change Management, Management, Risk Management, Program Management, Project Portfolio..., Portfolio Management, Business Process..., Quality Assurance, Business Process, Cross-functional Team..., SCM, Agile & Waterfall..., Operations Management, Infrastructure..., Call Centers, Customer Service, LAN-WAN, Telecommunications, Workforce Management, Sales Management, Primavera, PMO set-up, Budget Forecasts, Microsoft Project
Education
Keller Graduate School of Management of DeVry University 2000 — 2002
Master's degree, Telecommunications Management
DeVry University-Georgia
Bachelor's degree, Telecommunications Management
Lee University
NUVI February 2015 - Present
Proofpoint April 2014 - November 2014
Proofpoint July 2013 - April 2014
Vivint December 2012 - July 2013
DeVry University December 2008 - October 2012
Morgan Stanley June 2008 - November 2008
Morgan Stanley July 2006 - June 2008
E*TRADE Financial March 2006 - June 2006
Fidelity Investments November 2005 - March 2006
Skills
Sales, Management, Customer Service, Salesforce.com, Training, Leadership, Recruiting, Microsoft Office, Business Development, Microsoft Excel, Strategy, Sales Process, Public Speaking, PowerPoint, Human Resources, Coaching, New Business Development, Account Management, CRM, Program Management, Enterprise Software, Sales Management, Analysis, Microsoft Word, Teamwork, Inventory Management, Project Management, Social Media, HTML + CSS, Financial Analysis, Process Improvement, SaaS, Solution Selling, Sales Operations, Social Networking, Lead Generation, Marketing, Analytics, Marketing Strategy, Social Media Marketing
Education
DeVry University 2009 — 2012
BS, Marketing
Pocatello High School
O.C. Tanner May 2015 - Present
VerticalResponse July 2013 - April 2015
Whodini, Inc. August 2010 - July 2013
E*TRADE Financial November 2008 - September 2010
Traffiq, Inc. August 2007 - October 2008
Opelin Inc. May 2006 - November 2007
Aviation Core Matrix May 2005 - May 2006
IT Associates Program, DePauw University August 2002 - May 2006
Skills
User Experience, Product Management, Product Design, Usability, Online Advertising, Agile Methodologies, Customer Service, Artificial Intelligence, Enterprise Software, Analytics, Adobe Creative Suite, Product Strategy, Data Analysis, SDLC, User Interface Design, Start-ups, Product Development, Mobile Applications, Strategy
Education
DePauw University 2002 — 2006
BA, English Literature, Religious Studies
Vasant Valley School 1998 — 2002
AISSCE, Math, Physics, English, Economics
Kendriya Vidyalaya 1993 — 1998
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
Morgan Stanley June 2013 - August 2013
E*TRADE Financial June 2012 - August 2012
EarthLink December 2011 - January 2012
Skills
Analytics, Data Analysis, Quantitative Analytics, Microsoft Excel, Structured Investments, PowerPoint, Statistics, Public Speaking, Finance
Education
Dartmouth College 2010 — 2015
Bachelor's degree, Economics and Mathematics
New Canaan High School 2006 — 2010
CBS Radio Detroit - WOMC July 2015 - Present
zulily March 2014 - March 2015
Entercom Communications September 2011 - May 2014
Junior League June 2009 - January 2014
Freelance October 2006 - 2011
Detour Wines Import & Distribution October 2009 - November 2010
One Destiny Productions 2004 - 2006
Premiere Radio Networks 2003 - 2004
Beasley Broadcast Group 2001 - 2002
Etrade Financial 2000 - 2001
Skills
Blogging, Editing, Event Planning, Non-profits, Press Releases, Copywriting, Radio, Media Relations, Social Media, Marketing Communications, Public Relations, Facebook, Broadcast, Video Production, Social Media Marketing, Marketing, Fundraising, Event Management, Digital Marketing, Creative Direction, Content Management, Adobe Creative Suite, Advertising, Newsletters, Video, Digital Media, Creative Writing, Social Networking, Copy Editing, Journalism, Music, Content Strategy, New Media, Television, Publicity, Email Marketing, Leadership, Radio Host, Radio Broadcasting, Radio Producing, Video Editing, Voice Over, Strategic Communications, Online Advertising, Nonprofits
Education
Eastern Michigan University 1986 — 1996
B.S, Communications, Film & Writing
University of Washington 2007 — 2008
Certificate, Certificate in Public Relations
Gotham Writers Workshop & Media Bistro 2007 — 2008
Online-Misc Writing Classes
Copywritingsuccess.com 2008 — 2008
Copywriting
Specs Howard School of Broadcast Arts 1988 — 1989
TV & Radio Broadcasting, TV & Radio Broadcasting
TekStream Solutions October 2014 - Present
URS Corporation April 2008 - October 2014
Option One Mortgage Corporation January 2004 - February 2008
E*Trade Financial June 2002 - January 2004
KnowledgeWorkers, Inc. January 1998 - February 2002
MadenTech Consulting January 1996 - January 1998
Skills
Applicant Tracking..., Recruiting, Talent Acquisition, Benefits Negotiation, Sourcing, Internet Recruiting, Onboarding, Technical Recruiting, Human Resources, Leadership, Interviews, Outsourcing, Team Leadership, College Recruiting, Screening, Deferred Compensation, Talent Management, Temporary Staffing, Training, Building Relationships, Negotiation, Temporary Placement, Contract Recruitment, Program Management, Networking, Sales, Hiring, Management, Time Management, Strategy, Process Improvement, Employee Relations, Job Descriptions, Consulting, Screening Resumes, HRIS, Team Building, Executive Search, Analysis, Strategic Planning
Education
Elizabeth City State University 1985 — 1989
BS, Management
ADP September 2014 - Present
ADP January 2013 - Present
ADP March 2011 - January 2013
Fiserv December 2010 - March 2011
Cox Communications January 2008 - December 2010
E*TRADE Financial February 2005 - January 2008
Fiserv September 2004 - March 2005
PRGX October 2002 - May 2004
Skills
Process Engineering, Outsourcing, Program Management, Requirements Analysis, Integration, Cross-functional Team..., Strategic Leadership, PMP, Requirements Management, Vendor Management, Cross-functional Team..., Strategy Creation, Agile Methodologies, Telecommunications, Product Management, Process Improvement, CRM, Business Analysis, Management, PMO, Project Management, Software Documentation, Leadership, Strategy, Change Management, Project Planning, Team Leadership, Training, Risk Management
Education
Keller Graduate School of Management of DeVry University 2012 — 2014
Master of Human Resource Management, 3.9 GPA
DeVry University 2003 — 2004
BS, Technical Managment
Georgia Perimeter College 2001 — 2003
AS, Business Management
Maynard Evans High School
Pearson April 2015 - Present
The Entrepreneurial Science Foundation April 2014 - Present
neigh*borrow January 2005 - Present
All In Startup - An incredible novel by Diana Kander January 2014 - Present
26smiles May 2011 - Present
Shared, Squared July 2011 - Present
Lean Startup Machine March 2012 - February 2014
JUSTtrade January 2006 - March 2009
QRINK 2007 - 2009
E*TRADE Financial August 2001 - December 2004
Skills
Lean Startup, Entrepreneurship, Just Shipping It, Social Media, GSD, Creative Problem Solving, Social Media Marketing, SEM, Photography, Entrepreneur, SEO, Blogging, Start-ups, PPC, User Experience, Product Development, Creative Direction, Mobile Applications, E-commerce, Leadership, Strategic Customer..., Strategy, Management, Business Strategy, Consulting
Education
Emory University 1996 — 2000
BA, ECONOMICS
BNY Mellon Investment Management January 2014 - Present
BNY Mellon Investment Management January 2012 - December 2013
BNY Mellon Investment Management December 2007 - December 2011
BNY Mellon November 2005 - November 2007
E*Trade Financial August 2004 - November 2005
Dean & Company Strategy Consulting September 2000 - July 2004
Skills
Asset Management, Investments, Investment Management, Mutual Funds, Strategic Planning, Strategy, Business Strategy, Marketing Strategy, Business Development, Sales Management, Marketing Communications, Product Marketing, Brand Development, Leading Organizational..., Strategic Financial..., P&L Management, M&A due diligence, Leadership, Financial Analysis, Analysis, Multi-channel Marketing, Marketing Management, Marketing Budget..., Management, Financial Services, Alternative Investments, Analytics
Education
Dartmouth College 1996 — 2000
BA, Government
Google January 2014 - Present
American Express March 2012 - December 2013
American Express April 2010 - March 2012
American Express May 2008 - April 2010
E*TRADE Financial May 2006 - May 2008
BBDO March 2005 - May 2006
FSC Marketing Communications May 2004 - March 2005
Skills
Strategy, Analytics, Marketing, Strategic Partnerships, Digital Marketing, Segmentation, Business Planning, Direct Marketing, Digital Strategy, Relationship Management, Integrated Marketing, Financial Services, Customer Acquisition, Market Research, Loyalty Marketing, Advertising, Sales, Digital Media
Education
Duquesne University 2000 — 2004
Business Administration, Marketing
E*TRADE Financial Corporation February 2015 - Present
E*TRADE Financial July 2013 - Present
E*TRADE Financial August 2011 - July 2013
E*TRADE Financial Corporation November 2010 - August 2011
Lime Brokerage LLC June 2009 - August 2009
Merrill Lynch June 2007 - August 2007
Skills
Series 7, Financial Analysis, Financial Services, Securities, Wealth Management, Data Analysis, Asset Management, Financial Risk, Regulatory Reporting, Financial Reporting, Relationship Management, Finance, Equities, Microsoft Excel, Research
Education
Emory University 2006 — 2010
Bachelor's degree, Economics
Tenafly High School (Class of 2006) 2002 — 2006
E*TRADE Financial March 2013 - Present
Trading Technologies March 2012 - February 2013
SunGard May 2008 - February 2012
Peak6 Investments December 2003 - March 2008
TD June 2000 - March 2003
Education
St. Xavier University 2008 — 2011
M.S., Finance
DePaul University
B.S., Finance
Genuine Parts Company July 2013 - Present
Hunter Douglas 2006 - 2011
E*TRADE Financial January 2006 - May 2006
Skills
SAP, Customer Service, Inventory Management, Process Improvement, Customer Satisfaction, Data Entry, Lotus Notes, Call Centers, Microsoft Office, Outlook, Consumer Products, Telephone Skills
Education
Everest University-Tampa
Heald College
E*TRADE Financial August 2013 - Present
E*TRADE Financial April 2013 - August 2013
Vanguard April 2012 - April 2013
Vanguard January 2011 - April 2012
Vanguard March 2008 - January 2011
Greentree Brokerage Services June 2007 - February 2008
Skills
Analytical Approach, Client Relationship..., Trading, Bloomberg, Equities, Investments, Equity Research, Mutual Funds, Insurance, Series 7, Financial Markets, Technical Analysis, Securities, Asset Allocation, ETFs, Options, Relationship Management, Series 63, Fixed Income
Education
Drexel University - College of Business and Administration 2007 — 2009
Master's degree, Finance, General
Pennsylvania College of Technology 2002 — 2007
Bachelor of Science (BS), Banking and Financial Support Services
Alliance Rehab - A Symbria Company April 2015 - Present
Virgin America April 2015 - July 2015
E*TRADE Financial October 2007 - April 2010
MSN June 2003 - September 2006
Pegasus Satellite Communications March 2003 - June 2003
Skills
Technical Support, Salesforce.com, Leadership, Software Installation, Enterprise Software, Microsoft Technologies, Management, Corporate Services, Technical Project..., Oracle SQL, Customer Service, Process Improvement, CRM, Salesforce Training, Salesforce.com..., Project+, Project Planning, Call Centers, Training, BPO, Performance Management, Vendor Management, Customer Experience, Troubleshooting, Outsourcing
Education
Wilbur Wright College 2011 — 2014
De La Salle University 1998 — 2003
Bachelor of Science, Nursing
Wells Fargo May 2007 - Present
Fuqua School of Business April 2012 - December 2013
Capgemini Consulting January 2006 - May 2007
Mahindra Satyam January 2005 - January 2006
Mahindra Satyam June 2004 - December 2004
E*TRADE Financial October 2003 - June 2004
Software People Inc April 2000 - June 2004
Skills
Data Warehousing, Business Intelligence, ETL, SDLC, Oracle, Databases, Requirements Analysis, Teradata, Business Analysis, Requirements Gathering, Business Objects, SQL, Unix, Data Modeling, DB2, Analytics, Unix Shell Scripting, SAS, Sybase, Data Analysis, Ab Initio
Education
Duke University - The Fuqua School of Business 2012 — 2013
Master of Business Administration (MBA), Finance, General
Osmania University 1996 — 2000
Bachelor of Engineering (B.E.), Mechanical Engineering
Etrade Financial August 2009 - Present
A.D.A.M., Inc. July 2008 - August 2009
Reynolds & Reynolds July 1994 - July 2008
Coin Software January 1991 - June 1994
Unisys November 1989 - January 1991
Convergent Technologies November 1987 - November 1989
Skills
Security, Information Security, Network Security, Computer Security, Multi-factor..., SSL Certificates, PKI, Perl, Shell Scripting, Proxies, Firewalls, Logging, DDoS Mitigation, Email Encryption, Switches, Cisco Technologies, Networking, Solaris, Programming, Hardware, Servers, Linux, Unix, Operating Systems, Enterprise Software, TCP/IP, Software Development, Application Security, Active Directory, Troubleshooting, SQL, Databases, System Deployment, Embedded Software, C#, Java, C++, Integration, Disaster Recovery
Education
Georgia Institute of Technology 2002 — 2008
Bachelor of Science (B.Sc.), Electrical Engineering
DeVry University 1985 — 1987
Associate of Applied Science (AA.Sc.), Electronics
JPMorgan Chase & Co. May 2013 - Present
Bendigo Partners January 2013 - April 2013
E*TRADE Financial October 2004 - December 2012
JPMorgan Chase June 1979 - September 2004
Skills
Management, Business Analysis, Leadership, Strategic Planning, Forecasting, Financial Services, Analytics, Collaboration, Brokerage, Credit Cards, Banking, Critical Thinking, Problem Solving, Process Improvement, Matrix Management
Education
Fairleigh Dickinson University
MBA, Finance
Seton Hall University
BS, Accounting
E*TRADE Financial March 2011 - Present
ADP January 2010 - March 2011
Emory University Hospital March 2009 - December 2009
Fidelity Stock Plan Services September 2006 - August 2008
Skills
Process Improvement, Data Analysis, Financial Modeling, Microsoft Excel, Research, Accounting, Business Analysis, Project Management, Financial Services
Education
Emory University 2002 — 2006
BBA, Finance, pre-Medicine
Noble & Greenough 1996 — 2002
Citizen Schools July 2011 - Present
Broadridge Financial Solutions April 2006 - August 2011
E*TRADE Financial October 2004 - April 2006
JPMorgan Chase & Co September 2002 - September 2004
JPMorgan Chase & Co September 2000 - September 2002
Education
Dowling College 2007 — 2010
Bachelors, Management & Leadership
Katharine Gibbs School New
AAS, Legal Office Administration
E*TRADE Financial September 2014 - Present
E*TRADE Financial January 2011 - September 2014
BLACKROCK November 2006 - April 2011
BLACKROCK/ Barclays Global Investors March 2009 - October 2009
TAG AVIATION USA, INC June 2005 - October 2006
ECLIPSE SYSTEMS, INC October 1999 - December 2004
Skills
Software Documentation, Databases, Integration, Troubleshooting, Active Directory, Servers, Unix, Technical Support, Management, Access, Microsoft SQL Server, Human Resources, Windows, Microsoft Excel, Account Management, Collaboration, Disaster Recovery, Vigilance, SQL, Process Improvement
Education
De Anza College
Associate Arts Degree, Anthropology; Philosophy, and Photography
BKD Wealth Advisors March 2014 - Present
Goldstone Financial Group September 2013 - October 2013
The Tranel Financial Group May 2011 - August 2013
Abt Electronics September 2009 - June 2011
Fifth Third Bank February 2009 - May 2009
Kampen Investments April 2007 - August 2008
E*TRADE Financial December 2005 - April 2007
Skills
Mutual Funds, Series 7, Investments, Sales, Sales Operations, Financial Advisory, Client Service Oriented, Finance, Process Improvement, Securities, CRM, Superior Client Service, Outstanding time..., Management, Series 63, Customer Service, Time Management, IRAs, Portfolio Management, Alternative Investments, Asset Allocation, Banking, New Business Development, Selling, Credit, Sales Management, Sales Process, Retirement Planning, Retail, Account Management, Financial Services, Investment Strategies, Social Networking, Social Media, Investment Advisory, Wealth Management, Investment Management, Insurance, Coaching, Asset Management, Relationship Management, Forecasting, Retirement, Financial Modeling, ETFs, Series 65, 401k, Separately Managed..., Financial Planning, Variable Annuities
Education
DePaul University 2000 — 2005
Bachelors of Science, Finance
E*TRADE Financial October 2013 - Present
Honeywell September 2009 - October 2013
Skills
Cross-functional Team..., Leadership, Business Process..., Program Management, Organizational..., Organizational Design, Management, Process Improvement, Six Sigma, Continuous Improvement, Qualified Retirement..., Small Business..., Cost Basis, 1099 Preparation, Retirement Planning
Education
Dalton State College 2005 — 2009
PGi April 2015 - Present
The Coca-Cola Company November 2013 - April 2015
The Home Depot July 2012 - November 2013
E*TRADE Financial September 2008 - May 2012
Level 3 Communications May 2007 - May 2008
Premiere Global Services June 2004 - May 2007
Verizon Business 1990 - 2003
MCI Corporation 1990 - 2003
Skills
Unified Communications, Solution Selling, Salesforce.com, Telecommunications, Process Improvement, Direct Sales, Sales, Account Management, Business Analysis, Business Process..., Team Leadership, Wireless, Call Center, SaaS, Management, Enterprise Software, Sales Operations, Program Management, Product Management, Project Management, Cloud Computing, Customer Experience, Cross-functional Team..., Strategy, Business Intelligence, Training, Analysis, Customer Satisfaction, Product Marketing, PMP, Team Building, Customer Retention, Strategic Planning, Strategic Partnerships, Vendor Management, Business Development
Education
Mercer University - Stetson School of Business and Economics 2005 — 2008
Business/Managerial Economics
Eastern Michigan University 1984 — 1988
Business Administration and Management, General
E*TRADE Financial February 2014 - Present
Skills
Test Planning, Quality Center, Test Automation, Unix, Testing, Quality Assurance, Databases, Market Data, QTP, Business Analysis, SDLC, Test Strategy, Management, Requirements Analysis, Software Quality..., Agile Methodologies
Education
Dharmsinh Desai Institute of Technology 1987 — 1991
B.E.
Vanguard September 2013 - Present
The Vanguard Group July 2009 - September 2013
E*Trade Financial January 2005 - July 2007
SLM CORPORATION (SALLIE MAE) December 2003 - January 2005
Skills
Passed November 2012..., Series 7, Series 24, Series 63, Financial Modeling, Finance, Portfolio Management, Investments, Equities, Securities, Credit, Forecasting, Capital Markets, Bloomberg, Financial Services, Analysis, Financial Analysis
Education
Duke University - The Fuqua School of Business 2007 — 2009
MBA, Finance-Investments
Lehigh University 1999 — 2003
Bachelor of Science (B.S.), Finance, General
Northwestern Mutual Financial Network October 2007 - Present
JPMorganChase May 2005 - October 2007
Chicago Stock Exchange September 1993 - May 2005
E*TRADE Financial 2000 - 2005
Education
DePaul University 1984 — 1988
BA, Political Science
Benet Academy 1983 — 1984
Insight Investment August 2015 - Present
Alcoa September 2013 - May 2015
Artisan Partners May 2013 - August 2013
Moelis & Company October 2010 - April 2013
Continuum December 2009 - September 2010
E*Trade Financial March 2003 - November 2009
ABN AMRO Bank N.V. January 2000 - March 2003
IQ Financial August 1998 - December 1999
Barclays Capital August 1997 - August 1998
Equitrac November 1995 - July 1997
Skills
Technical Support, Microsoft Exchange, Windows 7, Troubleshooting, Help Desk Support, IT Service Management, Active Directory, System Administration, Infrastructure, Team Leadership, Desktop Support..., Vendor Management, Blackberry Enterprise..., Executive Support, Microsoft Office, Windows, Blackberry, RSA SecurID, Management, Disaster Recovery, Business Continuity, Enterprise Software, Outlook, ITIL, Trading Systems, Citrix, Windows Server, XP, Information Technology, IT Strategy, IT Management, Wireless Networking, Market Data, Customer Service, Servers, Data Center, Security, System Deployment, Mobile Devices, VPN, Leadership, iPhone, Technical Training, IT Operations, Virtualization, Help Desk Management, VDI, thinkFolio, VMware vSphere
Education
William Paterson University of New Jersey 1988 — 1991
BA, Finance
Embry-Riddle Aeronautical University
Aeronautical Engineering
Deloitte Consulting September 2008 - Present
AT&T (Formerly BellSouth) May 2007 - August 2007
E*Trade Financial October 2005 - August 2006
Harrisdirect, LLC January 2005 - October 2005
Dimension Data August 2001 - December 2004
Proxicom August 2001 - December 2004
Comet Systems February 2000 - April 2001
Skills
Performance Management, Finance, Management Consulting, Business Analysis, Business Process..., Strategy, Business Strategy, Analytics, Process Improvement, Business Transformation, Financial Modeling, Program Management, Business Process, CRM, Product Management, Mergers & Acquisitions, Management
Education
Emory University - Goizueta Business School 2006 — 2008
MBA, Strategy
New York University - Leonard N. Stern School of Business 1997 — 2001
B.S., Information Systems, Management, International Business
Mark My Media January 2011 - January 2014
Mantara August 2009 - January 2011
Matrix USA, LLC March 2008 - April 2009
Mellon Investor Services January 2006 - July 2007
Mellon Investor Services September 2005 - July 2007
E*Trade Financial October 2003 - September 2005
Bank Julius Baer November 1996 - March 2003
Spear Leeds & Kellogg 1993 - 1996
Best Products February 1992 - February 1993
RCG Information Technology November 1990 - February 1992
Skills
Financial Reporting, Treasury Management, Project Management, Transfer Pricing, Wealth Management..., Equities, Financial Analysis, Securities, Investments, Capital Markets, Risk Management, Options, Finance, Asset Management, Bloomberg, Management, Accounting, Equity Trading, Venture Capital, Trading Systems, Hedge Funds, Financial Markets, Financial Modeling, Leadership, Banking, Analytics, Financial Services, Portfolio Management, Process Improvement, Private Equity, Strategic Planning, CRM, Fixed Income, Mergers & Acquisitions, Derivatives, Valuation, Investment Banking, Trading, Series 7, Mutual Funds
Education
IMD (International Institute for Management Development) - Business Programs 2001 — 2001
Post Graduate Certificate
Dowling College 1992 — 1993
M.B.A.
Manhattan College 1985 — 1990
B.S.
Cathedral Prep 1981 — 1985
Visa May 2013 - Present
RK - MV Group February 2013 - Present
E*TRADE Financial December 2011 - January 2013
Visa November 2008 - December 2011
PayPal November 2004 - November 2008
401Konnect January 2000 - March 2004
Excite@Home August 1999 - January 2000
Excite@Home July 1998 - August 1999
Microsoft October 1997 - July 1998
Skills
Visa, Electronic Payments, Online Payments, Mobile Payments, Money Transfer, Product Management, Product Strategy, Remittances, NFC, PayPal, Web services, Developer Tools, Internet, Entrepreneurship, Developer Relations, Payments, E-payments, Financial Services, SaaS, E-commerce, Competitive Analysis, Web Services, Electronic Funds..., Strategy, Mobile Applications, Cross-functional Team..., Business Development, Segmentation, Credit Cards, Strategic Partnerships, Start-ups, Mobile Devices, Management, Leadership, Market Analysis
Education
Emory University 1992 — 1995
BS, Molecular Biology
E*Trade Financial October 2002 - Present
US Interactive May 1996 - September 2002
Tata Consultancy Services August 1990 - April 1996
National Industrial Development Corporation (NIDC) July 1989 - August 1990
Info-Tek Consultants April 1988 - July 1989
ISRO Satellite Center February 1986 - June 1986
Skills
SDLC, SOA, Software Project..., Agile Methodologies, Enterprise Architecture, Agile Project Management, IT Strategy, Web Services, Unix, Java Enterprise Edition, Software Development, Enterprise Software, Leadership, Requirements Analysis, PMO, Cloud Computing, Solution Architecture, Vendor Management, Business Intelligence, Integration, SaaS, Project Portfolio..., Requirements Gathering, Scrum, Oracle, Data Warehousing, Perl, Business Analysis
Education
Indian Institute of Technology, Roorkee 1986 — 1988
MTech, Comp Sc & Technology
Delhi University 1984 — 1985
MSc, Electronics
Kendriya Vidyalya Andrews Ganj 1968 — 1980
SSLC, Science
Arlington County Public Health Division October 2009 - Present
E*TRADE Financial October 2000 - March 2007
Road Runner Network September 1999 - September 2000
James Martin + co 1997 - 1999
Price Waterhouse LLC 1994 - 1997
Skills
Public Health, Program Management, Nonprofits, Product Management, Research, Strategic Planning, Project Management, Program Evaluation, Analytics, Policy Analysis, Community Outreach, Program Development, Public Policy, Policy, Marketing Strategy
Education
The George Washington University 2006 — 2009
Masters of Public Health, Public Health Policy
Dartmouth College 1990 — 1994
Bachelor of Arts (B.A.), History
E*TRADE FINANCIAL May 2006 - Present
Merrill Lynch March 2003 - March 2005
PNC Financial Services Group 1999 - 2003
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2008
ACCOUNTING
Pennsylvania State University-Great Valley Graduate Center 2000 — 2003
MBA, BUSINESS
Denison University 1990 — 1994
The Rappaport Firm October 2014 - Present
Atherton Law Group August 2013 - October 2014
Jackson Lewis LLP September 2011 - August 2013
Brown & Heller, P.A. January 2008 - September 2011
Hodgson Russ LLP August 2003 - December 2007
E*TRADE Financial May 1999 - May 2001
Skills
Employment Law, Litigation, Securities Litigation, Business Litigation, Non-compete Agreements, Civil Litigation, Commercial Litigation, Courts
Education
Georgetown University 2004 — 2005
LL.M, Securities and Financial Regulations
Nova Southeastern University—Shepard Broad Law Center 2001 — 2004
J.D., Cum Laude, Law Review, Moot Court
Emory University 1995 — 1999
B.A., Political Science
E*TRADE Financial September 2011 - Present
E*Trade Financial September 2006 - July 2012
SuperTarget at John’s Creek May 2005 - December 2005
NuRock Management, Inc. October 2004 - February 2005
The Home for Little Wanderers February 2001 - May 2004
Agentry Staffing Services, Inc. April 1999 - January 2001
Skills
HRIS, Human Resources, Applicant Tracking..., PeopleSoft, Onboarding, Deferred Compensation, Oracle E-Business Suite..., Talent Acquisition, Temporary Placement, Sourcing, Personnel Management, Talent Management, Leadership, Oracle E-Business Suite
Education
Northeastern University 1992 — 1996
Endicott College
Bachelor of Science (BS), Hospitality, Restaurant, Tourism Administration
Goldman Sachs November 2005 - Present
E*trade Professional February 2003 - November 2005
E*TRADE Financial 2003 - 2005
ETRADE 1999 - 2005
Tradescape November 1999 - October 2001
OCI Chemical September 1997 - October 1999
Skills
Trading, Series 7, Series 63, Series 24, Proprietary Trading, Electronic Trading, Operations Management, Management, Regulatory Reporting, Business Analysis, SEC filings, Regulatory Filings, Futures, Compliance, 13F, 13G, LOPR, Short Interest, CFTC Part 43, CFTC Part 45, CFTC Part 46, Exchange Limit..., System Design, Prime Brokerage, Hedge Funds
Education
Duke University 1993 — 1997
BA, Psychology
MKA 1989 — 1993
High School
E*TRADE Clearing LLC June 2012 - Present
E*TRADE Financial July 2007 - May 2013
Fidelity Investments May 2006 - July 2007
AIG Financial Advisors, Inc. April 2002 - May 2006
AIG Financial Advisors, Inc. February 2001 - March 2002
SunAmerica Securities, May 2000 - January 2001
Pershing Division of Donaldson, Lufkin & Jenrette Securities Corporation October 1994 - April 2000
Skills
Regulatory Affairs, Securities, Social Media, Corporate Governance, Microsoft Office, Marketing, Corporate Law, Management, Microsoft Excel, Project Management, Customer Service, Financial Regulation, Series 7, Due Diligence, FINRA, Litigation, Digital Media, Licensing, Legal Research, Securities Regulation
Education
Seton Hall University School of Law 1991 — 1994
Doctor of Law (JD)
Emory University 1986 — 1990
Bachelor of Arts (BA), Art History
First Direct Lending March 2015 - Present
Discover Financial Services December 2013 - February 2015
Discover Home Loans June 2012 - December 2013
LendingTree, LLC 2007 - June 2012
HLC Escrow February 2003 - September 2007
E*TRADE Financial 2001 - 2003
Skills
Mortgage Banking, Loan Origination, Residential Mortgages, Mortgage Lending, FHA, Banking, Loans, Credit, Refinance, Financial Services, Management, Finance, Sales, Escrow, Real Estate
Education
El Camino College 1994 — 1997
Sentient Jet March 2011 - Present
Chimera Securities January 2010 - December 2010
State Street May 2008 - January 2009
E*TRADE Financial September 2005 - March 2008
JP Morgan Invest October 2003 - September 2005
Brown & Co July 1999 - October 2003
Skills
Series 7, FINRA
Education
Duquesne University 1990 — 1994
Prudential Financial April 2015 - Present
E*TRADE Financial Corporation August 2014 - Present
E*TRADE Financial December 2004 - Present
Beyond Interactive April 2004 - December 2004
MDB Communications April 2003 - April 2004
DKI August 2002 - April 2003
Bozell Worldwide December 2001 - May 2002
i-traffic 1999 - 2001
Skills
Integrated Marketing, Email Marketing, Direct Marketing, Marketing Strategy, Product Marketing, Account Management, Direct Mail, Online Advertising, Marketing Communications, Relationship Marketing, Campaign Management, Multi-channel Marketing, SEO, Strategic Partnerships, Brand Development, Digital Marketing, B2B, Direct Response, Customer Acquisition, Marketing, Mobile Marketing, CRM
Education
Fairfield University 1995 — 1999
Bachelor of Science, Marketing and Management
Blair, Bohlé & Whitsitt, PLLC August 2013 - Present
PwC September 2011 - August 2013
Bank of America July 2008 - February 2012
Etrade Financial March 2007 - July 2008
Education
Dartmouth College 1991 — 1994
Avant-Garde Trading April 2015 - Present
TM Futures, LLC March 2012 - February 2015
OM Securites LLC June 2011 - January 2015
OM Securities, LLC & TM Futures, LLC January 2010 - January 2015
OM Securites, LLC March 2008 - June 2011
E*TRADE Financial October 2004 - March 2008
Hewitt Associates 2003 - 2004
TD Waterhouse 1996 - 2001
LFA Trading January 1994 - February 1996
The Chicago Corporation 1991 - 1994
Skills
Securities, Equities, Trading, Options, Derivatives, Wealth Management, Brokerage, Series 7, Investments, Financial Markets, Risk Management, Electronic Trading, ETFs, Risk, FINRA, Series 63, Commodities, Compliance, Financial Planning, Equity Trading, Series 24, Investment Advisory, Proprietary Trading, Investment Strategies, Due Diligence, Series 3, Stocks, Customer Relations
Education
DePaul University 2003 — 2004
CFP, Certified Financial Planner
E*TRADE Financial November 2005 - December 2007
BrownCo (formerly known as Brown & Company, an online brokerage service of JPMorgan Chase) April 2002 - November 2005
Dreyfus Brokerage Services, an online brokerage service of Mellon Bank August 1997 - March 2002
Pacific Brokerage Services March 1992 - August 1997
Service Merchandise September 1984 - January 1991
Education
Eastern Illinois University 1989 — 1992
Bachelor of Science in Business, Finance and Investment Management
Harper College 1985 — 1989
Two Associate Degrees, Accounting and Arts
OptionsHouse June 2015 - Present
CME Group August 2013 - June 2015
E*TRADE Financial December 2004 - August 2013
Iowa Grain Company September 2001 - October 2004
TD Waterhouse 1999 - 2001
American Express Financial Advisors 1999 - 1999
Charles Schwab 1998 - 1999
Skills
Trading, Risk Management, Derivatives, ALM, Financial Risk, Valuation, Options Strategies, Hedge Funds, FX Options, Hedging, Electronic Trading, Investments, Series 24, Risk Analytics, Settlement, Options, Wealth Management..., Fixed Income, Proprietary Trading, Commodity, Finance, VAR, Capital Markets, Series 7, Trading Systems, Money Market, Portfolio Management, Financial Markets, Securities Lending, Trading Strategies, Operational Risk..., Securities, Alternative Investments, Equities, Equity Derivatives, Equity Trading, FINRA, Bloomberg
Education
DePaul University 2007 — 2008
CFP Advanced Degree, Financial Planning
St. Ambrose University 1994 — 1998
B.S, Finance
Northern Trust Corporation January 2014 - Present
PEAK6 Investments LP October 2013 - December 2013
Etrade Financial April 2005 - July 2013
Wunderlich Securities January 2005 - April 2005
Bank One Securities Corporation March 2001 - June 2004
Skills
Series 7, Series 63, Securities, Financial Analysis, Bloomberg, Investments, Derivatives, Electronic Trading, Equity Trading, Asset Managment, Banking, Trading Systems, Financial Markets, Leadership, Arbitrage, Hedge Funds, FX trading, Settlement, Public Speaking, Entrepreneurship, DCF, Options, Alternative Investments, Cash Flow, Presentations, Order Management, Talent Management, Microsoft Excel, Equity Capital Markets, Series 24, Series 55, Series 4, Mutual Funds, Prime Brokerage, FINRA, Trading, Financial Services, Fixed Income, Risk Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2012
MBA, Finance & Entrepreneurship
St. Norbert College 1995 — 1999
Bachelor of Arts, Business Administration
Wirtschaftsuniversität Wien / Vienna University of Economics and Business Administration 2012 — 2012
Richmond, The American International University in London 1998 — 1998
International Internship
Fenwick High School 1991 — 1995
Symphony - Secure Seamless Communication June 2015 - Present
OptionsHouse 2014 - Present
OptionsHouse April 2010 - Present
OptionsHouse October 2007 - Present
E*TRADE Financial July 2004 - September 2007
Skills
Options, Trading Systems, Electronic Trading, SQL, Visio, Trading, Financial Markets, Technical Analysis, SDLC, Equities, Unix Shell Scripting, Fixed Income, Project Management, Commodity, Portfolio Management, HTML, Software Quality..., Derivatives, Unix, Equity Trading, Agile Methodologies, Databases, Market Data, VBA, Securities, Bloomberg, Linux, Risk Management, Exchange Connectivity, Equity Derivatives, Business Analysis, Kanban, DevOps, Agile Methodolgy, Web Servers, Java, F5 BigIP, Nagios, Splunk, ElasticSearch, MongoDB, Redis, High Availability, Index Options, Apache, Nginx, System Monitoring, 24x7 Production Support, 24/7 Operations, Back Office
Education
DePaul University
Masters, Network Security
Raymond James Financial Inc. July 2013 - Present
Independent August 2009 - Present
E*TRADE Financial 1997 - August 2009
Cohig and Associates 1993 - 1997
Rodman & Renshaw 1982 - 1987
Education
UIC 2001 — 2003
MS Public Health Sciences/Environmental Science, Solid Waste Mangement
DePaul University 1984 — 1987
BA, Financial Management
University of Iowa 1982 — 1984
General Studies
Deerfield High School
Habitat for Humanity International September 2008 - December 2011
IndyMac Bank August 2005 - September 2008
JLS Financial Services May 2004 - May 2005
Grant Bettingen Inc November 2003 - May 2004
E*TRADE Financial October 2002 - August 2003
A.G. Edwards April 2002 - July 2002
Wachovia Securities Financial Network December 1999 - December 2001
Skills
Mortgage Lending, Banking, Refinance, Stock Market, Stock Brokerage..., Brokerage Firm Cashier, Brokerage Firm Sales..., Sales, Loans
Education
Drew University 1977 — 1981
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
Roselle Park High School 1973 — 1977
E*TRADE Financial Senior TraderHarrisdirect2004 - 2006
CSFBdirect 2000 - 2003
DLJdirect 1998 - 2000
Education
East Carolina University 1993 — 1998
E*TRADE Financial November 2012 - Present
VALIC July 2012 - November 2012
AXA Advisors October 2008 - May 2012
Daniels College of Business 2006 - 2008
Education
University of Denver - Daniels College of Business 2006 — 2008
MBA, Finance
Elon University 2002 — 2006
BA, Corporate Communications
Wells Fargo November 2013 - Present
Active Net January 2006 - November 2014
Innovative Interfaces February 2001 - February 2013
Moneta.ru Ltd April 2007 - May 2009
E*TRADE Financial December 1999 - December 2000
ReleaseNow.com May 1998 - November 1999
Skills
Marketing, SEO, CRM, SEM, Mobile Marketing, Web 2.0, Integrated Marketing, User Interface Design, Web Applications, PPC, E-commerce, Information Architecture, CSS, Content Management, XHTML, Online Marketing, ExactTarget, Constant Contact, Aweber, Web Analytics, Email Marketing, Affiliate Marketing, Marketo, SharePoint, Web Development, HTML 5, WebTrends Analytics, WordPress, Website Development, PHP, Mobile Applications, HTML5
Education
Google 2013 — 2013
Certificate, Digital Analytics Fundamentals
University of California, Berkeley 2013 — 2013
UC Berkeley, Advanced E-Mail and Online Marketing
Diablo Valley College 2011 — 2011
Diablo Valley College, Project Management
University of California, Berkeley 2010 — 2010
UC Berkeley
Kiev Polytech Institute (KPI) 1988 — 1992
Bachelor's degree, Finance, Economics
E*TRADE Financial 2006 - Present
Skills
Highly detail oriented, Functional Requirements, Business Requirements, Web Content, Online Help, Quality Assurance, Business Analysis, Financial Services, Series 24, Management, Banking, Self Service, Website Search, Virtual Assistance, Click to Call, Live Chat, Functional Verification, Web Experience
Education
Fayetteville State University 1998 — 2002
Bachelor of Science (B.S.), Banking & Finance
PwC July 2015 - Present
PwC January 2014 - June 2015
E*TRADE Financial August 2011 - December 2013
E*TRADE Financial September 2010 - August 2011
Morgan Stanley November 2008 - August 2010
UBS Wealth Management June 2007 - August 2007
UBS 2007 - 2007
UBS 2007 - 2007
UBS 2007 - 2007
Skills
Certifications: Series..., Data Analysis, Financial Modeling, Management, Product Management, Software Documentation, Finance, Cross-functional Team..., Fraud Detection, Financial Analysis, Equities, SDLC, Banking, Investment Banking, Microsoft Excel, Microsoft Office, Business Strategy
Education
Duke University 2004 — 2008
BA, Public Policy Studies, Economics, Markets and Management Studies
Keller Williams Realty January 2010 - Present
SunGard April 2009 - October 2009
E*TRADE Financial July 2004 - April 2009
Skills
Residential Homes, Contract Negotiation, Leadership, Sales Management, Real Estate, Negotiation, Marketing, Investments, Financial Services, Selling, New Business Development, Sales, Sellers, Buyer Representation, Investment Properties
Education
Northeastern University - Graduate School of Business Administration 1988 — 1991
MBA
Tufts University 1979 — 1983
BS, Mechanical Engineering
E*TRADE Financial December 2004 - Present
JPMorgan Chase 2002 - 2005
TD Waterhouse 1998 - 2001
Skills
FINRA, Trading, Trading Systems, Investments, Electronic Trading, Equities, Series 7, Options
Education
DePaul University
Commerce, Accounting
Discovery Communications July 2012 - Present
Deltek May 2011 - June 2012
E*TRADE Financial September 2006 - May 2011
UBS Wealth Management 2003 - 2006
Investment Scorecard 2002 - 2003
MetLife Financial Services 1998 - 2002
Deutsche Bank July 1995 - September 1998
Skills
Series 6, CEP, Equities, Stocks, Series 7, Securities, Financial Services, Options, Process Improvement, 401k
Education
Clayton State University 2008 — 2008
None, Event Planning Certificate
Dillard University 1987 — 1991
Bachelors, Business Administration
Etrade Financial February 2007 - Present
H&R Block January 2004 - February 2007
CompUSA January 1994 - July 2001
Education
DePaul University 1976 — 1981
ba, finance
E*TRADE Financial August 2008 - Present
Computershare Plan Managers January 2000 - August 2008
Merrill Lynch August 1999 - January 2000
SAFECO Mutual Funds September 1997 - June 1999
BISYS Fund Services August 1995 - September 1997
Towers Perrin May 1992 - August 1995
Skills
Options, Financial Services, Mutual Funds, Investments, 401k, Relationship Management, Series 24, Executive Pay, Series 7, Series 63, Risk Management, Retirement, Investment Advisory, Asset Managment, Retirement Planning, Financial Modeling, Alternative Investments, Financial Analysis, Banking, Strategic Financial..., Asset Allocation, FINRA, IRAs, Capital Markets, Defined Benefit, Business Strategy, Financial Markets, Financial Reporting, Fixed Income, Investment Strategies, Process Improvement, Pensions, Incentive Programs, Business Analysis, Investor Relations, Trading, Derivatives, Employee Benefits, Mergers, ETFs, Due Diligence, Employee Stock Options, Compensation & Benefits..., Restricted Stock, Contract Negotiation, ESPP, Brokerage, CRM, Leadership, Mergers & Acquisitions
Education
Drexel University - LeBow College of Business 1987 — 1992
BSBA, Finance
St. Joseph's Prep 1983 — 1987
E*TRADE Financial November 2013 - Present
E*TRADE Financial December 2008 - November 2013
Washington Mutual August 2004 - November 2008
Bank One 2000 - 2003
MidCity Financial 1997 - 1999
Skills
Financial Analysis, Banking, Finance, Leadership, Management, Process Improvement, Financial Reporting, Portfolio Management, Risk Management, Securities, Financial Services, Business Analysis, Accounting, Strategic Financial..., Financial Risk
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MS, Accounting
Roosevelt University
BA, Political Science
E*TRADE Financial January 2007 - Present
DLJdirect August 1997 - October 2004
Merrill Lynch August 1991 - May 1997
Skills
Series 7, Securities, Fixed Income, Equities, Derivatives, Capital Markets, Series 24, Alternative Investments, Bloomberg, Trading, Series 63, Investments, Bonds, Series 53
Education
New York Institute of Technology 2002 — 2005
MBA, Finance
Fairleigh Dickinson University 1986 — 1991
Bachelor, Business Management
Queen of Peace HS
Kohl's Department Stores February 2013 - Present
PwC August 2012 - February 2013
Symantec April 2012 - August 2012
E*TRADE Financial March 2006 - April 2012
SolutionNet May 2005 - February 2006
One Empower January 2003 - May 2005
SGX June 2002 - January 2003
NEC Mobile Communications Development Centre, Singapore June 2001 - July 2002
Logistic Software Inc. June 1999 - June 2001
Skills
Spring, Agile Methodologies, Hibernate, Perl, Tomcat, Web Services, Java Enterprise Edition, Maven, Java, REST, Sybase, XML, Ant, SOAP, Weblogic, Oracle, Struts, Project Management
Education
De La Salle University 1994 — 1999
Bachelor of Science (B.S.), Computer Science
E*TRADE Financial Corporation November 2014 - Present
E*TRADE Financial May 2013 - Present
E*TRADE Financial December 2010 - May 2013
Yodlee August 2010 - December 2010
Union Bank of California October 2007 - May 2010
CashEdge May 2008 - November 2008
Washington Mutual November 2005 - March 2007
KeyPoint Credit Union October 2001 - October 2005
Wells Fargo August 2000 - October 2001
Skills
AML, Anti Money Laundering, Auditing, Bank Secrecy Act, Banking, Business Analysis, Credit, Due Diligence, Financial Risk, Financial Services, Fraud, Investigation, Leadership, Payments, Management, Process Improvement, Retail Banking, Risk Management, Training, USA PATRIOT Act
Education
De Anza College
E*TRADE Financial October 2011 - Present
E*TRADE Financial Corporation January 2008 - October 2011
BearingPoint April 2007 - January 2008
KBR, Inc. January 2004 - April 2007
Skills
Financial Analysis, Internal Controls, Accounting, Auditing, Risk Management, Accounts Payable, Accounts Receivable, Account Reconciliation, General Ledger, Variance Analysis, Pivot Tables, PeopleSoft, Microsoft Excel, SAP, Contract Management, Outlook, Financial Reporting, Sarbanes-Oxley Act, Procurement Outsourcing, Strategic Sourcing, Contract Negotiation, Vendor Management, Sourcing, Data Analysis, Outsourcing, Procure-to-Pay, Management, Procurement, Analysis
Education
Ege Üniversitesi 1992 — 1996
Bachelor's degree, Economics
Fannie Mae February 2014 - Present
E*TRADE Financial May 2012 - November 2013
PricewaterhouseCoopers December 2003 - September 2008
R.S. Bansal and Co. July 1997 - February 2001
Skills
Accounting, Audit, Auditing, Financial Reporting, Statutory, Compliance, IFRS, SEC reporting, Financial Analysis, GAAP, Financial Audits, Financial Statements, Revenue Recognition, CPA, Capital Markets, Finance, US GAAP, Financial Accounting, Sarbanes-Oxley Act, Big 4, Financial Services, Financial Instruments, Securities, SEC filings, Technical Accounting..., Valuation, Tax, Assurance, SEC Filings
Education
Devi Ahilya Vishwavidyalaya 1994 — 1997
B.Com, Accounting, Banking, Finance & Management
Crescent Bay Advisors, Inc November 2012 - Present
Wishnow Ross Warsavsky & Co. July 2006 - October 2012
KPMG US July 2004 - July 2006
E*TRADE Financial August 2001 - October 2003
Skills
Income Tax, Corporate Tax, Tax Returns, Auditing, S Corporations, Tax Accounting, Tax Research, General Ledger, Sales Tax, IRS, Payroll, Account Reconciliation, Financial Statements, Strategic Financial..., External Audit, Internal Audit
Education
Golden Gate University 2009 — 2012
MST, Masters of Science in Taxation
Emory University 1997 — 2001
Bachelor of Business Administration (BBA), Accounting and Consulting
E*TRADE Financial Corporation April 2015 - Present
E*TRADE Financial April 2011 - April 2015
E*TRADE Financial Corporation August 2009 - April 2011
Wunderman DC (RTCRM) April 2008 - August 2009
Wunderman DC April 2007 - April 2008
Abelson-Taylor 2005 - 2007
AbelsonTaylor 2004 - 2005
AbelsonTaylor 2002 - 2004
Skills
Digital Marketing, Integrated Marketing, Interactive Marketing, Analytics, Direct Marketing, Email Marketing, Digital Strategy, Marketing Communications, Online Advertising, Web Analytics, Multi-channel Marketing, Direct Mail, SEM, Database Marketing, Mobile Marketing, Marketing Strategy
Education
DePaul University 1998 — 2002
Bachelor of Arts, Communication Studies & Applied Psychology
High School
E*TRADE Financial June 2009 - Present
Pepco Energy Services June 2007 - June 2009
E*Trade 2002 - 2007
Lehman Brothers November 2000 - April 2002
JPMorgan October 1997 - November 2000
JPMorgan 1997 - 2000
Skills
Credit, Capital Markets, Risk Management, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Portfolio Management, Equities, Derivatives, Fixed Income, Valuation, Trading, Hedge Funds, Financial Risk, Finance, Investments, Financial Services, Banking, Equity Research, Corporate Finance, Securities, Analysis, Asset Management, Bloomberg
Education
Emory University - Goizueta Business School 1995 — 1997
MBA, Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business 1987 — 1991
BS, Finance
First Advantage August 2014 - Present
E*TRADE Financial October 2013 - March 2014
SunTrust Bank February 2013 - July 2013
Booz Allen Hamilton September 2009 - November 2012
Progressive Insurance July 2008 - March 2009
Weltman, Weinberg & Reis August 2007 - July 2008
KeyCorp July 2006 - January 2007
National City Bank March 2004 - July 2006
Skills
Information Security, Programme Governance, Business Continuity, IT Audit, Risk Management, CISSP, PCI DSS, Security, Information Security..., Enterprise Risk..., COBIT, Disaster Recovery, Process Improvement, IT Strategy, Data Center, Business Process..., Sarbanes-Oxley Act
Education
David N. Myers University 2005 — 2006
MBA, Business Administration
David N. Myers University 2001 — 2003
Bachelors of Science, Information Technology
Bryant & Stratton College 1999 — 2001
Associate of Applied Business, Information Technology
Huber Engineered Woods January 2015 - Present
Huber Engineered Woods March 2014 - December 2014
Huber Engineered Woods January 2011 - March 2014
Huber Engineered Woods October 2008 - December 2010
Huber Engineered Woods August 2006 - October 2008
Huber Engineered Woods June 2005 - August 2006
J.M. Huber Corporation August 2004 - May 2005
Hypertherm, Inc. June 2003 - August 2003
E*TRADE Financial April 2002 - August 2002
Clareon Corp. July 2000 - December 2001
Education
The Tuck School of Business at Dartmouth 2002 — 2004
MBA, General Management
Dartmouth College 1992 — 1996
BA, Economics
St. Paul's School 1990 — 1992
Belmont Hill School 1987 — 1990
Fenn School
Synagro 2013 - Present
Synagro 2013 - Present
Coventry Health Care, an Aetna Company 2012 - 2013
Choice Hotels International 2009 - 2011
Etrade Financial August 2005 - December 2007
Skills
Investments, Analysis, Treasury, Cash Management, Accounting
Education
Fairleigh Dickinson University
bachelor, Finance
E*TRADE Financial 2013 - Present
Chase Investment Services Corp October 2007 - June 2013
Skills
Retirement Planning, Risk Management, Retirement, Strategic Planning, Finance, Insurance, Investment Strategies, Securities, Cash Flow, Real Estate, Banking, Financial Services
Education
DePaul University 2003 — 2007
Major Business Admnistration, Minor MIS
Cincinnati Country Day 2000 — 2003
HR Block Tax and Business Services December 2009 - April 2010
TD Ameritrade September 2007 - January 2009
E*TRADE Financial July 2006 - September 2007
Citizens Bank January 2005 - February 2006
Police and Fire Federal Credit Union June 2000 - August 2003
Education
Drexel University 1974 — 1976
MS, Public Administration
JPMorgan Chase & Co. September 2014 - Present
E*TRADE Financial June 2013 - June 2014
E*TRADE Financial Corporation June 2011 - June 2013
Law Office of David Benowitz March 2010 - August 2010
Public Defender Service January 2009 - February 2010
Skills
Compliance, Research, Word, PowerPoint, Microsoft Office, SPSS, Policy, Financial Analysis, Microsoft Word, Public Speaking, OFAC, Microsoft Excel, AML
Education
Eckerd College 2004 — 2008
Bachelor's degree, Psychology
Eckerd College 2004 — 2008
Bachelor's degree, Psychology
OnDeck June 2014 - Present
Doonya September 2012 - Present
On Deck Capital, Inc. April 2012 - June 2014
Dhoonya Dance LLC March 2012 - December 2012
On Deck Capital August 2011 - April 2012
CustomInk July 2009 - August 2011
Vorsight 2009 - 2010
Washington Post Co. January 2009 - May 2009
E*TRADE Financial November 2006 - August 2007
Cvent June 2005 - November 2006
Skills
Graphics, Graphic Design, Management, Salesforce.com, Marketing, Sales, Account Management, Customer Service, Training, Product Management, Gatekeeper, Social Media, Licensed Doonya..., Business Development, Multimedia, Coaching, Email Marketing, Social Media Marketing, Marketing Communications, Cpr Certified, Analysis, New Business Development, Market Research, Advertising, Strategy, Strategic Planning, General Awesomeness, Blogging, Dinosaurs
Education
Marymount University 2007 — 2009
Bachelor of Arts, Graphic Design
Emory University 2003 — 2005
South Asian Studies, Religious Studies
Holton-Arms School 1990 — 2000
Avigilon November 2012 - Present
Avigilon March 2012 - November 2012
Lenovo January 2009 - June 2009
E*TRADE Financial February 2008 - August 2008
British Telecom December 2007 - February 2008
Thomson Reuters March 2004 - August 2007
BRAL March 2002 - March 2004
Skills
Accounting, Financial Reporting, Financial Analysis, Microsoft Excel, Managerial Finance, Accounts Payable, Finance, Microsoft Office, Financial Accounting, Internal Controls, Teamwork, Leadership
Education
Douglas College 2010 — 2011
Diploma, Accounting Management
Douglas College
Bachelor of Business Administration (B.B.A.), Accounting
CGA
FJ900, Inc September 2008 - Present
GURU Aviation LLC May 2008 - May 2011
E*TRADE Financial April 2007 - May 2008
Bombardier Aerospace June 1998 - April 2007
Skills
Triathlon Coach
Education
Embry-Riddle Aeronautical University 1990 — 1996
BS, Aviation technology
Self Employed-Financial Consulting January 2008 - Present
E*TRADE Financial May 2003 - September 2006
Partners First Holdings, LLC 1998 - 2000
Education
Dallas Baptist University 1982 — 1984
MBA, Corporate Finance
University of Geneva 1979 — 1982
JD, Maritime Law
Ethnikon kai Kapodistriakon Panepistimion Athinon 1975 — 1979
BS, Economics
Morgan Stanley June 2015 - Present
Clements Worldwide April 2011 - June 2015
ETrade Financial February 2006 - December 2010
ETrade Financial February 2003 - January 2006
Telebank / ETrade Financial January 2000 - January 2003
Skills
Strategic Planning, Banking, Customer Service, Financial Services, Risk Management, Process Improvement, Call Centers, Sales, Human Resources, Management, Credit, Leadership
Education
Delaware State University 1991 — 1996
BA, Business Administration
Lannum Insurance Services January 2010 - Present
Federal Financial Group 2011 - 2011
E*TRADE Financial April 1998 - October 2006
Education
Diablo Valley College
AA, Liberal Arts
Trevinci Capital Partners January 2014 - Present
Brock Associates, Inc. May 2008 - October 2011
Writer October 2006 - June 2008
E*TRADE Financial December 2000 - October 2005
Skills
Writing, Newsletters, Editing, Microsoft Office, Blogging, Trading
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 2000
MBA-Finance
University of Illinois at Urbana-Champaign 1990 — 1994
Bs-Journalism, Print Journalism
E*TRADE Financial December 2012 - Present
Morgan Stanley Smith Barney June 2004 - June 2011
Morgan Stanley August 2004 - June 2007
Skills
Fixed Income, Trading, Series 7, Securities, Series 63, Bonds, Equities, Electronic Trading, Derivatives, ETFs, Bloomberg, Series 65, Microsoft Office, Series 55
Education
Dowling College 2002 — 2004
Business Administration, Concentration in Finance
Towson University 1996 — 2000
Business Administration, Concentration in Finance
Tom Mikula Trucking May 2004 - Present
E*TRADE Financial 1996 - 1999
Skills
New Business Development, Entrepreneurship, Strategic Planning, Small Business, Team Building, Business Strategy, Coaching, Marketing Strategy, Sales Management, Transportation, Start-ups, Negotiation, Trucking, Budgets, Business Planning, Change Management, Contract Negotiation, Customer Service, Freight, Interim Management, Logistics, Management, Management Consulting, Microsoft Excel, Microsoft Office, Microsoft Word, Operations Management, Sales, Team Leadership
Education
Montana State University-Bozeman 1985 — 1987
De Anza College 1982 — 1984
G1 Execution Services, E*TRADE Financial 2008 - Present
E*TRADE Financial 2005 - 2008
Rock Island Company 1989 - 2005
Skills
Series 7, Series 63, Series 55, Equity Trading, Electronic Trading, Trading, Equities, Trading Systems, Financial Risk, Market Making, Options, Financial Markets, Risk Management, Investments, Portfolio Management, Proprietary Trading, Trading Strategies, ETFs, Securities, Derivatives, Equity Derivatives, Bloomberg, Hedging, Capital Markets, Fixed Income, FX Options, Commodity, Hedge Funds, Alternative Investments, Options Strategies, Traders, Stocks, Market Data, Bonds, Technical Analysis, FX trading, Currency, Bloomberg Terminal, FINRA, Finance, Financial Services, Asset Management, Financial Analysis, Investment Strategies
Education
DePaul University
Bachelor Of Science, Finance
E*TRADE Financial February 2011 - October 2014
AXA Advisors September 2009 - January 2011
Skills
Financial Analysis, Fixed Income, Equities, Series 7, Mutual Funds, Series 63, Series 65, Insurance, Company Valuation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
Master of Business Administration (MBA), Managerial Finance
Penn State University
Bachelor of Science (B.S.), Psychology
EXIT Realty Corp. International 2008 - Present
US Air Force Reserve January 2004 - Present
Jackson National Life January 2002 - January 2004
First Union January 2001 - January 2002
E*TRADE Financial January 1999 - January 2001
Skills
Real Estate License, Hazardous Materials, Safety Management..., Process Improvement, Leadership, Military, Management, Logistics, Analysis, Security Clearance, Forecasting, Strategic Planning, Shipping, Training, Transportation, Operations Management, Marketing, Air Force, Real Estate Transactions, REO, Commercial Real Estate, Foreclosures, Short Sales, Investment Properties, Property Management, Agents, Buyer Representation, Rentals, Investors, Military Experience, Real Estate, DoD, Sellers, Single Family Homes, First Time Home Buyers, Customer Service, Buyers, Army, Military Logistics, Supply Chain, Investigation, Contract Management, Risk Assessment, Supervisory Skills
Education
Noncommissioned Officer Academy
Webster University
MBA, Master of Business Administration
Community College of the Air Force Maxwell AFB
AAS; Associates Degree, Transportation (Logistics)
Airman Leadership Academy
DeVry University
BS; Bachelor of Science, Business Information Systems
OptionsXpress/ Charles Schwab May 2014 - Present
E*TRADE Financial March 2013 - October 2013
Via Gelato & Cafe January 2007 - December 2011
E*TRADE Capital markets February 1999 - December 2007
JB OXFORD AND COMPANY March 1998 - February 1999
Skills
Securities, Financial Analysis, Portfolio Management, Trading, Equities, Series 7
Education
DePaul University 1994 — 1997
Bachelor of Arts (BA), Secondary Education and Teaching, History, Summa cum Laude