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: 1 (800) 387-2331 Headquarters: New York City, NY 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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30 E-trade Financial employees in database. Find out everything there's to know about E-trade Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
E-trade Financial Employees
Employee
Years
Job
Industry
Eric Flemming Eric Flemming's E-trade Financial Experience March 2007 - April 2008
Job Banking Professional
Industry Banking
Experience
RBC July 2009 - March 2010
Sprint Nextel April 2008 - July 2009
E Trade Financial March 2007 - April 2008
Wells Fargo (Wachovia Bank) August 2005 - April 2007
Skills
Anti Money Laundering..., Skilled in all aspects..., ability to streamline..., Maintaining..., Presentations and..., Analysis, Banking, Retail Banking, Accounting, Financial Analysis, Credit, Auditing, Grant Writing, Audio Engineering, Radio Producing, Financial Reporting, Training, External Audit, Full-Charge Bookkeeping
Education
Alabama Agricultural and Mechanical University 1997 — 2002
B.S., Accounting
RBC July 2009 - March 2010
Sprint Nextel April 2008 - July 2009
E Trade Financial March 2007 - April 2008
Wells Fargo (Wachovia Bank) August 2005 - April 2007
Skills
Anti Money Laundering..., Skilled in all aspects..., ability to streamline..., Maintaining..., Presentations and..., Analysis, Banking, Retail Banking, Accounting, Financial Analysis, Credit, Auditing, Grant Writing, Audio Engineering, Radio Producing, Financial Reporting, Training, External Audit, Full-Charge Bookkeeping
Education
Alabama Agricultural and Mechanical University 1997 — 2002
B.S., Accounting
Raul Negrillo Raul Negrillo's E-trade Financial Experience January 2001 - January 2002
Job Passionate Agent with New York Life helping protect families in New York and New Jersey area.
Industry Insurance
Experience
New York Life Insurance Company May 2012 - Present
Bennett Management Corp./Trade Debt Division March 2002 - August 2010
E-Trade Financial January 2001 - January 2002
Evergreen International January 2000 - January 2001
Skills
Veterans, Sales, 401k Rollovers, Annuity Sales, Asset Protection, Leadership, Retirement Planning, Legacy Planning, Key Person Insurance, Grandchild Gifting, IRA Rollovers, Lifetime Income..., Wealth Preservation..., Term Life Insurance, Business Insurance..., Estate Planning, Multi-generational..., Buy-Sell Agreements
Education
Berkeley College 2000 — 2003
B.A, Bachelors, Electronic Commerce/Business Administration
U.S Marine Corp 1992 — 1996
School of Special Security Forces, School of Infantry
New York Life Insurance Company May 2012 - Present
Bennett Management Corp./Trade Debt Division March 2002 - August 2010
E-Trade Financial January 2001 - January 2002
Evergreen International January 2000 - January 2001
Skills
Veterans, Sales, 401k Rollovers, Annuity Sales, Asset Protection, Leadership, Retirement Planning, Legacy Planning, Key Person Insurance, Grandchild Gifting, IRA Rollovers, Lifetime Income..., Wealth Preservation..., Term Life Insurance, Business Insurance..., Estate Planning, Multi-generational..., Buy-Sell Agreements
Education
Berkeley College 2000 — 2003
B.A, Bachelors, Electronic Commerce/Business Administration
U.S Marine Corp 1992 — 1996
School of Special Security Forces, School of Infantry
Nancy Starnes Nancy Starnes's E-trade Financial Experience April 2006 - October 2007
Job Retirement Specialist at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2012 - Present
Banc of America / Merrill Edge October 2007 - June 2012
East Mecklenburg High School 2009 - 2009
E-Trade Financial April 2006 - October 2007
Randstad Staffing October 2005 - April 2006
Mecklenburg County Schools August 1998 - June 2005
Casual Corner Group August 2001 - December 2002
Skills
Series 63, Mutual Funds, Retirement Planning, Series 7, ETFs, Retirement, Investments, FINRA, 401k, Trading, Financial Advisory, Financial Services, Securities
Education
Wright State University 1992 — 1996
Bachelor of Science (BS), Elementary Education and Teaching
Sinclair Community College 1989 — 1992
TIAA-CREF July 2012 - Present
Banc of America / Merrill Edge October 2007 - June 2012
East Mecklenburg High School 2009 - 2009
E-Trade Financial April 2006 - October 2007
Randstad Staffing October 2005 - April 2006
Mecklenburg County Schools August 1998 - June 2005
Casual Corner Group August 2001 - December 2002
Skills
Series 63, Mutual Funds, Retirement Planning, Series 7, ETFs, Retirement, Investments, FINRA, 401k, Trading, Financial Advisory, Financial Services, Securities
Education
Wright State University 1992 — 1996
Bachelor of Science (BS), Elementary Education and Teaching
Sinclair Community College 1989 — 1992
Marilou Kuffner Marilou Kuffner's E-trade Financial Experience September 2006 - November 2007
Job Account Executive at Mass Design Inc
Industry Electrical/Electronic Manufacturing
Experience
Mass Design Inc June 2010 - Present
E Trade Financial September 2006 - November 2007
LEAR Automotive Corporation September 2000 - January 2002
Gaisano Mactan Lapu-Lapu April 1999 - September 2000
Mitsumi Incorporated September 1998 - April 1999
Education
Rivier College 2008 — 2011
Master of Business Administration (MBA)
Rivier College 2008 — 2010
Bachelors of Arts, Psychology
Nashua Community College 2004 — 2008
Associate, General Science
Mass Design Inc June 2010 - Present
E Trade Financial September 2006 - November 2007
LEAR Automotive Corporation September 2000 - January 2002
Gaisano Mactan Lapu-Lapu April 1999 - September 2000
Mitsumi Incorporated September 1998 - April 1999
Education
Rivier College 2008 — 2011
Master of Business Administration (MBA)
Rivier College 2008 — 2010
Bachelors of Arts, Psychology
Nashua Community College 2004 — 2008
Associate, General Science
Marilyn James Marilyn James's E-trade Financial Experience February 2006 - January 2007
Job ASC Project Manager at Continental Office Environments
Industry Facilities Services
Experience
Continental Office Environments February 2013 - Present
ESD August 2011 - June 2012
Cincinnati Eye Institute December 2010 - March 2011
Manpower/United States Postal Service April 2007 - April 2008
E trade Financial February 2006 - January 2007
Radisson Hotel June 2000 - July 2004
Skills
Process Scheduler, Microsoft Excel, Customer Service, Project Management, AutoCAD, Submittals, Purchasing, Organizational Structure, Analytical Skills, Microsoft Office, Photoshop, Space-planning
Education
University of Toledo 2012 — 2014
Bachelor's degree, Logistics, Materials, and Supply Chain Management
International Academy of Design 2006 — 2008
B.F.A, Interior Design
Owens Community College 2003 — 2005
A.A., Business Management
Toledo
Continental Office Environments February 2013 - Present
ESD August 2011 - June 2012
Cincinnati Eye Institute December 2010 - March 2011
Manpower/United States Postal Service April 2007 - April 2008
E trade Financial February 2006 - January 2007
Radisson Hotel June 2000 - July 2004
Skills
Process Scheduler, Microsoft Excel, Customer Service, Project Management, AutoCAD, Submittals, Purchasing, Organizational Structure, Analytical Skills, Microsoft Office, Photoshop, Space-planning
Education
University of Toledo 2012 — 2014
Bachelor's degree, Logistics, Materials, and Supply Chain Management
International Academy of Design 2006 — 2008
B.F.A, Interior Design
Owens Community College 2003 — 2005
A.A., Business Management
Toledo
Johanna Imhof, MBA, AIF® Johanna Imhof, MBA, AIF®'s E-trade Financial Experience January 2008 - May 2008
Job Vice President, Senior Premier Relationship Manager at HSBC Bank
Industry Financial Services
Experience
HSBC February 2012 - Present
Citi February 2010 - December 2011
Commerzbank AG January 2009 - January 2010
Bank of America, International Private Banking June 2008 - October 2008
E-Trade Financial January 2008 - May 2008
Citigroup May 2004 - November 2007
Hess Corporation September 2002 - May 2004
Skills
Private Wealth..., Securities, Hedge Funds, Fixed Income, Banking, Insurance, Financial Planning, Alternative Investments, Private Banking, International Sales, Private Equity, Estate Planning, Tax, Multilingual, European Studies, Trading, Commodities, Investments, Investment Strategies, New Business Development, International Business, 401k Rollovers, IRA Rollovers, Charitable Giving..., Retirement Plan..., Wealth Preservation..., Retirement Income..., Wealth Transfer, Wealth Accumulation, Insurance Planning, Charitable Giving
Education
New York University 2002 — 2004
Post Graduate Certification, Financial Risk Management
Freie Universität Berlin 1995 — 2001
MBA, Diplom Kauffrau, Banking, Finance
Cannon Financial Institute
Grow Your Book, Business Development
HSBC February 2012 - Present
Citi February 2010 - December 2011
Commerzbank AG January 2009 - January 2010
Bank of America, International Private Banking June 2008 - October 2008
E-Trade Financial January 2008 - May 2008
Citigroup May 2004 - November 2007
Hess Corporation September 2002 - May 2004
Skills
Private Wealth..., Securities, Hedge Funds, Fixed Income, Banking, Insurance, Financial Planning, Alternative Investments, Private Banking, International Sales, Private Equity, Estate Planning, Tax, Multilingual, European Studies, Trading, Commodities, Investments, Investment Strategies, New Business Development, International Business, 401k Rollovers, IRA Rollovers, Charitable Giving..., Retirement Plan..., Wealth Preservation..., Retirement Income..., Wealth Transfer, Wealth Accumulation, Insurance Planning, Charitable Giving
Education
New York University 2002 — 2004
Post Graduate Certification, Financial Risk Management
Freie Universität Berlin 1995 — 2001
MBA, Diplom Kauffrau, Banking, Finance
Cannon Financial Institute
Grow Your Book, Business Development
Rhonda Mahram Rhonda Mahram's E-trade Financial Experience May 1994 - January 2004
Job Administrative/Consulting/Organizational Projects
Industry Nonprofit Organization Management
Experience
Love Propagation October 2009 - Present
Power Plus October 2004 - August 2009
E-Trade Financial May 1994 - January 2004
Bank of America January 1989 - April 1994
Skills
Event Planning, Management, Nonprofits, Budgets, Strategic Planning, Team Leadership, Start-ups, Project Management, Community Outreach, Organizational..., Sales, Mergers & Acquisitions, Accounting, Executive Management, Executive Support, Consulting, Administrative..., Networking, Social Media, Social Networking, Project Planning
Education
Biola University
Bachelor of Applied Science (B.A.Sc.), Psychology
University of Phoenix
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.57 GPA
Katella Highschool
General Studies
Love Propagation October 2009 - Present
Power Plus October 2004 - August 2009
E-Trade Financial May 1994 - January 2004
Bank of America January 1989 - April 1994
Skills
Event Planning, Management, Nonprofits, Budgets, Strategic Planning, Team Leadership, Start-ups, Project Management, Community Outreach, Organizational..., Sales, Mergers & Acquisitions, Accounting, Executive Management, Executive Support, Consulting, Administrative..., Networking, Social Media, Social Networking, Project Planning
Education
Biola University
Bachelor of Applied Science (B.A.Sc.), Psychology
University of Phoenix
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.57 GPA
Katella Highschool
General Studies
Brett Jenson Brett Jenson's E-trade Financial Experience May 2011 - October 2012
Job Senior Financial Consultant at Security Service Investment Group
Industry Financial Services
Experience
Security Service Federal Credit Union November 2013 - Present
Fidelity Investments October 2012 - November 2013
E-Trade Financial May 2011 - October 2012
Keller Williams Southwest Realty/HomeSmart Realty September 2007 - November 2010
Vanguard Group October 2007 - April 2010
Keller Williams Southwest Realty/HomeSmart Realty October 2005 - September 2007
Universal Scoreboards Advertising of Arizona June 2004 - September 2006
BYU-Idaho Sacred Music Series January 2004 - May 2004
Merrill Lynch May 2003 - August 2003
The Church of Jesus Christ of Latter-day Saints January 1997 - February 1999
Skills
Negotiation, Advertising, Lead Generation, Investments, Proposal Writing, Marketing Strategy, Sales, Real Estate, Marketing, Finance, Contract Negotiation, Training, Account Management, Series 63, Customer Service
Education
Brigham Young University - Idaho 2000 — 2004
Associate of Arts; Associate of Arts, Business; Spanish
Brigham Young University - Idaho 2000 — 2004
Bachelor of Arts, Business Management
Brigham Young University - Idaho 1999 — 2004
Associate of Arts; Associate of Arts, Business; Spanish
Security Service Federal Credit Union November 2013 - Present
Fidelity Investments October 2012 - November 2013
E-Trade Financial May 2011 - October 2012
Keller Williams Southwest Realty/HomeSmart Realty September 2007 - November 2010
Vanguard Group October 2007 - April 2010
Keller Williams Southwest Realty/HomeSmart Realty October 2005 - September 2007
Universal Scoreboards Advertising of Arizona June 2004 - September 2006
BYU-Idaho Sacred Music Series January 2004 - May 2004
Merrill Lynch May 2003 - August 2003
The Church of Jesus Christ of Latter-day Saints January 1997 - February 1999
Skills
Negotiation, Advertising, Lead Generation, Investments, Proposal Writing, Marketing Strategy, Sales, Real Estate, Marketing, Finance, Contract Negotiation, Training, Account Management, Series 63, Customer Service
Education
Brigham Young University - Idaho 2000 — 2004
Associate of Arts; Associate of Arts, Business; Spanish
Brigham Young University - Idaho 2000 — 2004
Bachelor of Arts, Business Management
Brigham Young University - Idaho 1999 — 2004
Associate of Arts; Associate of Arts, Business; Spanish
Christopher L. Brown Christopher L. Brown's E-trade Financial Experience May 2008 - July 2009
Job Financial Services Professional helping clients create, build and preserve wealth.
Industry Financial Services
Experience
NYLIFE Securities LLC March 2015 - Present
New York Life Insurance Company March 2015 - Present
Park Avenue Securities August 2010 - March 2013
TD Wealth Management February 2010 - June 2010
E-Trade Financial May 2008 - July 2009
AXA Advisors September 2006 - September 2007
Merrill Lynch & Co., Inc April 2002 - August 2006
Mellon Investor Services November 1997 - August 2001
D.H. Blair & Co. Inc March 1996 - September 1997
Skills
Tactical Asset..., Mutual Funds, Equities, Asset Allocation, Securities, Portfolio Management, Financial Advisory, Options, Investments, Trading
Education
Baruch College, City University of New York 1993 — 1995
BBA, Finance
Morehouse College
NYLIFE Securities LLC March 2015 - Present
New York Life Insurance Company March 2015 - Present
Park Avenue Securities August 2010 - March 2013
TD Wealth Management February 2010 - June 2010
E-Trade Financial May 2008 - July 2009
AXA Advisors September 2006 - September 2007
Merrill Lynch & Co., Inc April 2002 - August 2006
Mellon Investor Services November 1997 - August 2001
D.H. Blair & Co. Inc March 1996 - September 1997
Skills
Tactical Asset..., Mutual Funds, Equities, Asset Allocation, Securities, Portfolio Management, Financial Advisory, Options, Investments, Trading
Education
Baruch College, City University of New York 1993 — 1995
BBA, Finance
Morehouse College
Kevin J. Hood Real Estate Broker Kevin J. Hood Real Estate Broker's E-trade Financial Experience June 1997 - December 1999
Job Orange County, CA REO and Short Sale Expert, RES.NET ID# 32981
Industry Real Estate
Experience
GreenTree Properties January 2005 - Present
GreenTree Properties January 2005 - Present
Indymac Bank December 2001 - December 2004
E Trade Financial June 1997 - December 1999
Skills
REO, Short Sales, Cash For Keys, Evictions, Keys, Selling, Sellers, Investment Properties, Foreclosures, Equator, Real Estate, Buyers, Disposition, Real Estate Transactions, Residential Homes, New Homes, Property, First Time Home Buyers, Mortgage Lending, Sales
Education
California State University-Long Beach 1992 — 1997
Bachelor's of Science, Business Administration with Emphasis in Finance
GreenTree Properties January 2005 - Present
GreenTree Properties January 2005 - Present
Indymac Bank December 2001 - December 2004
E Trade Financial June 1997 - December 1999
Skills
REO, Short Sales, Cash For Keys, Evictions, Keys, Selling, Sellers, Investment Properties, Foreclosures, Equator, Real Estate, Buyers, Disposition, Real Estate Transactions, Residential Homes, New Homes, Property, First Time Home Buyers, Mortgage Lending, Sales
Education
California State University-Long Beach 1992 — 1997
Bachelor's of Science, Business Administration with Emphasis in Finance
chanel amin's E-trade Financial Experience May 2004 - February 2005
Job Consumer Services Professional
Industry Consumer Services
Experience
First Data Tasq Technology-Kelly Staffing Agency December 2009 - March 2010
Gregory Mountain Products October 2009 - December 2009
Verizon Wireless March 2006 - July 2008
Bank of America February 2005 - March 2006
E trade Financial May 2004 - February 2005
Blue Shield of California September 2003 - April 2004
Health Net of California January 2002 - July 2003
Education
Highlands High School 1998 — 2001
High school Diploma, general
Sacramento City College
First Data Tasq Technology-Kelly Staffing Agency December 2009 - March 2010
Gregory Mountain Products October 2009 - December 2009
Verizon Wireless March 2006 - July 2008
Bank of America February 2005 - March 2006
E trade Financial May 2004 - February 2005
Blue Shield of California September 2003 - April 2004
Health Net of California January 2002 - July 2003
Education
Highlands High School 1998 — 2001
High school Diploma, general
Sacramento City College
Katina Charles's E-trade Financial Experience September 2006 - January 2007
Job Social Media Manager at UNCF
Industry Marketing and Advertising
Experience
UNCF May 2012 - Present
In Blaqk Ink, Communications April 2009 - Present
GULLY Multimedia July 2010 - April 2011
DMV International Film Festival January 2010 - June 2010
Maersk Inc August 2008 - February 2009
Rack Room Shoes Inc.Rack Room Shoes Inc October 2007 - May 2008
E* trade Financial September 2006 - January 2007
Bobcats, LLC October 2005 - December 2005
Skills
Online Marketing, Social Media Marketing, Email Marketing, Marketing Communications, Public Relations, WordPress, Brand Management, Integrated Marketing, Marketing Strategy, CMS, Content Management, Google Analytics, Analytics, Web Analytics, CRM, Digital Marketing, New Media, SEM, SEO, Community Outreach, PPC, Press Releases, Budgets, Databases, Microsoft Word, Marketing, Advertising, Outlook, Dreamweaver, Data Analysis, Customer Service, Lotus Notes, Sales Management, Recruiting, Newsletters, Marketing Research, Microsoft Office, Sales, Microsoft Excel, Direct Mail, New Business Development, Sponsorship, Creative Writing, Facebook, Google Adwords, Blogging, Strategy, Social Media, Management, Social Networking
Education
Johnson C. Smith University - JCSU 2002 — 2006
Bachelor Science, Management, Marketing
Johnson C. Smith University 2002 — 2006
Bachelor of Science; Bachelor of Science, Business Administration; Management; Business Administration; Marketing
2006 2002 — 2006
B. S. Business Administration; B. S. Business Administration, Management; Marketing
UNCF May 2012 - Present
In Blaqk Ink, Communications April 2009 - Present
GULLY Multimedia July 2010 - April 2011
DMV International Film Festival January 2010 - June 2010
Maersk Inc August 2008 - February 2009
Rack Room Shoes Inc.Rack Room Shoes Inc October 2007 - May 2008
E* trade Financial September 2006 - January 2007
Bobcats, LLC October 2005 - December 2005
Skills
Online Marketing, Social Media Marketing, Email Marketing, Marketing Communications, Public Relations, WordPress, Brand Management, Integrated Marketing, Marketing Strategy, CMS, Content Management, Google Analytics, Analytics, Web Analytics, CRM, Digital Marketing, New Media, SEM, SEO, Community Outreach, PPC, Press Releases, Budgets, Databases, Microsoft Word, Marketing, Advertising, Outlook, Dreamweaver, Data Analysis, Customer Service, Lotus Notes, Sales Management, Recruiting, Newsletters, Marketing Research, Microsoft Office, Sales, Microsoft Excel, Direct Mail, New Business Development, Sponsorship, Creative Writing, Facebook, Google Adwords, Blogging, Strategy, Social Media, Management, Social Networking
Education
Johnson C. Smith University - JCSU 2002 — 2006
Bachelor Science, Management, Marketing
Johnson C. Smith University 2002 — 2006
Bachelor of Science; Bachelor of Science, Business Administration; Management; Business Administration; Marketing
2006 2002 — 2006
B. S. Business Administration; B. S. Business Administration, Management; Marketing
Paul Corazza Paul Corazza's E-trade Financial Experience February 2011 - August 2011
Job Associate Professor of Mathematics and Computer Science at Maharishi University of Management
Industry Computer Software
Experience
Maharishi University of Management September 2011 - Present
e-Trade Financial February 2011 - August 2011
Google January 2010 - January 2011
Maharishi University of Management January 2009 - December 2009
Google July 2008 - December 2008
Maharishi University of Management September 2004 - June 2008
Mutual of Omaha April 2003 - August 2004
Boise State University September 2000 - September 2002
Firemans Fund Insurance Company 2000 - 2001
Skills
Java, XML, JavaScript, MySQL, SQL, HTML, C#, Subversion, Web Services, Eclipse, Software Development, AJAX, Databases, Agile Methodologies, JUnit, CSS, Spring, jQuery, Hibernate, Computer Science, Web Development, Software Engineering, Design Patterns, Java Enterprise Edition, Maven, Web Applications, Software Design, PHP, Algorithms, JSP, Servlets, Tomcat, University Teaching, Mathematics, Set Theory, Large Cardinals, Category Theory, Topos Theory, Mathematics in the..., Mathematical Logic, Philosophy of Tao, Philosophy, Table Tennis, Badminton, Tai Chi Chuan, UML, Python, JDBC, Linux, NetBeans
Education
Auburn University 1978 — 1987
Ph.D., Mathematics (Set Theory)
Maharishi University of Management 1974 — 1978
BA, Western Philosophy
Maharishi University of Management September 2011 - Present
e-Trade Financial February 2011 - August 2011
Google January 2010 - January 2011
Maharishi University of Management January 2009 - December 2009
Google July 2008 - December 2008
Maharishi University of Management September 2004 - June 2008
Mutual of Omaha April 2003 - August 2004
Boise State University September 2000 - September 2002
Firemans Fund Insurance Company 2000 - 2001
Skills
Java, XML, JavaScript, MySQL, SQL, HTML, C#, Subversion, Web Services, Eclipse, Software Development, AJAX, Databases, Agile Methodologies, JUnit, CSS, Spring, jQuery, Hibernate, Computer Science, Web Development, Software Engineering, Design Patterns, Java Enterprise Edition, Maven, Web Applications, Software Design, PHP, Algorithms, JSP, Servlets, Tomcat, University Teaching, Mathematics, Set Theory, Large Cardinals, Category Theory, Topos Theory, Mathematics in the..., Mathematical Logic, Philosophy of Tao, Philosophy, Table Tennis, Badminton, Tai Chi Chuan, UML, Python, JDBC, Linux, NetBeans
Education
Auburn University 1978 — 1987
Ph.D., Mathematics (Set Theory)
Maharishi University of Management 1974 — 1978
BA, Western Philosophy
Quiana Martin Quiana Martin's E-trade Financial Experience June 2007 - March 2011
Job
Industry Banking
Experience
Deutsche Bank June 2015 - Present
Thomson Reuters, Tax and Accounting, Government March 2014 - May 2015
Scivantage March 2011 - March 2014
E-Trade Financial June 2007 - March 2011
Merrill Lynch November 2003 - June 2006
Skills
Business Analysis, Software Project..., Requirements Gathering, SDLC, Requirements Analysis, SharePoint, PMP, Business Requirements, Process Improvement, Project Management, MS Project, IT Management, Change Management
Education
Monmouth University 1994 — 1998
Bachelor of Arts (B.A.)
Deutsche Bank June 2015 - Present
Thomson Reuters, Tax and Accounting, Government March 2014 - May 2015
Scivantage March 2011 - March 2014
E-Trade Financial June 2007 - March 2011
Merrill Lynch November 2003 - June 2006
Skills
Business Analysis, Software Project..., Requirements Gathering, SDLC, Requirements Analysis, SharePoint, PMP, Business Requirements, Process Improvement, Project Management, MS Project, IT Management, Change Management
Education
Monmouth University 1994 — 1998
Bachelor of Arts (B.A.)
Jonathan Pascoe's E-trade Financial Experience July 2011 - February 2013
Job Senior Network Engineer at Publix Super Markets
Industry Retail
Experience
Publix Super Markets February 2013 - Present
E-Trade Financial July 2011 - February 2013
E-Trade Financial November 2008 - July 2011
E-Trade Financial August 2006 - November 2008
Skills
Security, Disaster Recovery, VoIP, Data Center, Cisco Technologies, VMware, Virtualization
Education
Kennesaw State University 2002 — 2006
Publix Super Markets February 2013 - Present
E-Trade Financial July 2011 - February 2013
E-Trade Financial November 2008 - July 2011
E-Trade Financial August 2006 - November 2008
Skills
Security, Disaster Recovery, VoIP, Data Center, Cisco Technologies, VMware, Virtualization
Education
Kennesaw State University 2002 — 2006
Jay Quinn's E-trade Financial Experience 2000 - 2005
Job Citadel Execution Services
Industry Financial Services
Experience
Citadel Securities July 2007 - Present
LaSalle Capital 2005 - 2007
E-TRADE FINANCIAL 2000 - 2005
Dempsey & Co. LLC 1998 - 2001
TD Waterhouse 1996 - 1997
Education
Southern Illinois University, Carbondale 1990 — 1994
Citadel Securities July 2007 - Present
LaSalle Capital 2005 - 2007
E-TRADE FINANCIAL 2000 - 2005
Dempsey & Co. LLC 1998 - 2001
TD Waterhouse 1996 - 1997
Education
Southern Illinois University, Carbondale 1990 — 1994
Arthur J Firlik, CFP's E-trade Financial Experience October 2006 - January 2008
Job Advanced Markets & Product Support at Invest Financial
Industry Financial Services
Experience
Invest Financial January 2008 - Present
E Trade Financial October 2006 - January 2008
T Rowe Price October 2001 - May 2006
Skills
Series 7, Mutual Funds, Fixed Annuities, Insurance, Investments, Series 63, Alternative Investments, 401k, Retirement, Series 6, series 66, Uniform Combined State..., Series 24, Financial Advisory, Asset Allocation, Investment Strategies, Investment Advisory, Securities, Equities, Banking, Variable Annuities, Disability Insurance, IRAs, Life Insurance, Wealth, Options, Asset Management, Bonds, Fixed Income, Series 65, Risk Management, Financial Analysis, Financial Services, Estate Planning, Term Life Insurance, Employee Benefits
Education
University of South Florida 2000 — 2002
Certificate, FInancial Planning
State University of New York College at Plattsburgh
BA, Economics
Invest Financial January 2008 - Present
E Trade Financial October 2006 - January 2008
T Rowe Price October 2001 - May 2006
Skills
Series 7, Mutual Funds, Fixed Annuities, Insurance, Investments, Series 63, Alternative Investments, 401k, Retirement, Series 6, series 66, Uniform Combined State..., Series 24, Financial Advisory, Asset Allocation, Investment Strategies, Investment Advisory, Securities, Equities, Banking, Variable Annuities, Disability Insurance, IRAs, Life Insurance, Wealth, Options, Asset Management, Bonds, Fixed Income, Series 65, Risk Management, Financial Analysis, Financial Services, Estate Planning, Term Life Insurance, Employee Benefits
Education
University of South Florida 2000 — 2002
Certificate, FInancial Planning
State University of New York College at Plattsburgh
BA, Economics
Claiborne Arnette's E-trade Financial Experience March 2007 - June 2008
Job Co Owner at Three Crowns
Industry Consumer Services
Experience
Three Crowns June 2011 - Present
Transamerica Retirement Management March 2010 - June 2011
UBS Financial Services June 2008 - May 2009
E-Trade Financial March 2007 - June 2008
Bank of America December 2002 - March 2007
KPMG May 2001 - December 2002
Charles Schwab 1990 - 2001
Skills
Call Center, Compliance, Series 7, Customer Relations, Coaching, Customer Service, Team Building, Performance Management, Management, Banking, Sales, Operations Management, Employee Benefits, Call Centers, Project Management, Risk Management, Mutual Funds, Financial Analysis, Insurance, Vendor Management, Relationship Management, Leadership, Process Improvement, Financial Services, Change Management, Securities
Education
Langley
Old Dominion University
BSBA, Business Administration
Three Crowns June 2011 - Present
Transamerica Retirement Management March 2010 - June 2011
UBS Financial Services June 2008 - May 2009
E-Trade Financial March 2007 - June 2008
Bank of America December 2002 - March 2007
KPMG May 2001 - December 2002
Charles Schwab 1990 - 2001
Skills
Call Center, Compliance, Series 7, Customer Relations, Coaching, Customer Service, Team Building, Performance Management, Management, Banking, Sales, Operations Management, Employee Benefits, Call Centers, Project Management, Risk Management, Mutual Funds, Financial Analysis, Insurance, Vendor Management, Relationship Management, Leadership, Process Improvement, Financial Services, Change Management, Securities
Education
Langley
Old Dominion University
BSBA, Business Administration
Kristi Ahr's E-trade Financial Experience February 2008 - Present
Job Banking Professional
Industry Banking
Experience
E Trade Financial February 2008 - Present
1st National Bank of Arizona 2001 - 2007
Education
George Mason University 2002 — 2004
Associates, Nursing
George Mason University 1998 — 2001
BS, Psychology
E Trade Financial February 2008 - Present
1st National Bank of Arizona 2001 - 2007
Education
George Mason University 2002 — 2004
Associates, Nursing
George Mason University 1998 — 2001
BS, Psychology
Jay Black's E-trade Financial Experience September 2008 - September 2010
Job Beneficiary Service Specialist Research and Resolution at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial June 2010 - Present
E-Trade Financial September 2008 - September 2010
Fidelity Investments November 2006 - July 2008
Fidelity Investments May 2000 - November 2006
Teltrust Communications 1994 - 2000
Teltrust Inc. 1994 - 2000
Teltrust Communications March 1996 - June 1998
Skills
Series 7, Call Center, Customer Service, Mutual Funds, Critical Thinking, Securities, Outlook, Excel, Customer Experience, Problem Solving, Process Improvement, PowerPoint, Word, Microsoft Office, Research, Mentoring, Conflict Resolution, Teamwork
Education
Westminster College 2004 — 2011
BS, Management
Weber State University 1994 — 1997
AS, Business Management
Snow College 1990 — 1993
General Studies
West Jordan High School 1986 — 1990
Diploma
West Jordan High School 1986 — 1990
Diploma, Honors
E*TRADE Financial June 2010 - Present
E-Trade Financial September 2008 - September 2010
Fidelity Investments November 2006 - July 2008
Fidelity Investments May 2000 - November 2006
Teltrust Communications 1994 - 2000
Teltrust Inc. 1994 - 2000
Teltrust Communications March 1996 - June 1998
Skills
Series 7, Call Center, Customer Service, Mutual Funds, Critical Thinking, Securities, Outlook, Excel, Customer Experience, Problem Solving, Process Improvement, PowerPoint, Word, Microsoft Office, Research, Mentoring, Conflict Resolution, Teamwork
Education
Westminster College 2004 — 2011
BS, Management
Weber State University 1994 — 1997
AS, Business Management
Snow College 1990 — 1993
General Studies
West Jordan High School 1986 — 1990
Diploma
West Jordan High School 1986 — 1990
Diploma, Honors
Nathan Zahm's E-trade Financial Experience January 2008 - August 2011
Job Senior Client Service Manager at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial August 2011 - Present
E*TRADE Financial September 2008 - August 2011
E-Trade Financial January 2008 - August 2011
E*TRADE Financial 2005 - 2008
E*TRADE Financial January 2000 - January 2005
American General Finance January 1998 - January 2000
Skills
Options, Equities, Stocks, Brokerage, Accounting, Series 7, Series 63, Securities, Mutual Funds, Financial Markets, Wealth Management, Portfolio Management, Investments, Financial Services, Asset Managment, Series 24, Equity Derivatives, Equity Trading, Electronic Trading, Derivatives, Investment Strategies, ETFs
Education
Georgia Southern University - College of Business Administration 1994 — 1998
BBA, Finance
Rockdale County High School 1990 — 1994
High School Diploma
E*TRADE Financial August 2011 - Present
E*TRADE Financial September 2008 - August 2011
E-Trade Financial January 2008 - August 2011
E*TRADE Financial 2005 - 2008
E*TRADE Financial January 2000 - January 2005
American General Finance January 1998 - January 2000
Skills
Options, Equities, Stocks, Brokerage, Accounting, Series 7, Series 63, Securities, Mutual Funds, Financial Markets, Wealth Management, Portfolio Management, Investments, Financial Services, Asset Managment, Series 24, Equity Derivatives, Equity Trading, Electronic Trading, Derivatives, Investment Strategies, ETFs
Education
Georgia Southern University - College of Business Administration 1994 — 1998
BBA, Finance
Rockdale County High School 1990 — 1994
High School Diploma
Sreeram Premkumar's E-trade Financial Experience January 2007 - November 2007
Job Technical Product Manager
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2011 - Present
Wells Fargo Advisors November 2007 - July 2011
E-trade Financial January 2007 - November 2007
Skills
Mutual Funds, Series 7, Investments, Wealth Management, Retirement, Securities, FINRA, Series 63, Retirement Planning, Equities, Options, Fixed Income, Fixed Annuities, Investment Advisory, Asset Allocation, Portfolio Management, Bonds, Financial Advisory, Financial Services, 401k, Strategic Financial..., Uniform Combined State..., Trading, Financial Risk, Risk Management, Financial Planning
Education
University of North Carolina at Charlotte 2004 — 2006
BA, Finance, Economics
Ameriprise Financial Services, Inc. July 2011 - Present
Wells Fargo Advisors November 2007 - July 2011
E-trade Financial January 2007 - November 2007
Skills
Mutual Funds, Series 7, Investments, Wealth Management, Retirement, Securities, FINRA, Series 63, Retirement Planning, Equities, Options, Fixed Income, Fixed Annuities, Investment Advisory, Asset Allocation, Portfolio Management, Bonds, Financial Advisory, Financial Services, 401k, Strategic Financial..., Uniform Combined State..., Trading, Financial Risk, Risk Management, Financial Planning
Education
University of North Carolina at Charlotte 2004 — 2006
BA, Finance, Economics
Amit Vasi's E-trade Financial Experience April 2007 - Present
Job Stock Options Fraud Investigations
Industry Financial Services
Experience
E-Trade Financial April 2007 - Present
Skills
Valuation, Equities, Financial Analysis, Mortgage Lending, Asset Managment, Derivatives, Investments, Customer Service, Bloomberg, Series 7, Real Estate, Financial Markets, Asset Management, Securities, AML
Education
Pfeiffer University
MBA, Finance
E-Trade Financial April 2007 - Present
Skills
Valuation, Equities, Financial Analysis, Mortgage Lending, Asset Managment, Derivatives, Investments, Customer Service, Bloomberg, Series 7, Real Estate, Financial Markets, Asset Management, Securities, AML
Education
Pfeiffer University
MBA, Finance
Joseph N. Morena's E-trade Financial Experience November 2007 - July 2009
Job Financial Services Representative New York Life
Industry Financial Services
Experience
New York Life Securities May 2012 - Present
Morgan Stanley Smith Barney July 2011 - May 2012
MetLife Financial Services March 2010 - April 2012
E Trade Financial November 2007 - July 2009
Amerivest Partners, American Stock Exchange, August 2005 - November 2007
American Stock Exchange 1976 - 2007
JNM Brokerage October 2003 - August 2005
Harvey Young Yurman September 2001 - October 2003
McDonald Investments April 1999 - September 2001
Lasher Group May 1996 - April 1999
Skills
Options, Series 7, FINRA, Derivatives, Equities, ETFs, Trading, Trading Systems, Electronic Trading, Series 63, Fixed Income, Securities, Brokerage
Education
Baruch College, City University of New York (CUNY) 1974 — 1979
MBA, Finance and Investments
New York Life Securities May 2012 - Present
Morgan Stanley Smith Barney July 2011 - May 2012
MetLife Financial Services March 2010 - April 2012
E Trade Financial November 2007 - July 2009
Amerivest Partners, American Stock Exchange, August 2005 - November 2007
American Stock Exchange 1976 - 2007
JNM Brokerage October 2003 - August 2005
Harvey Young Yurman September 2001 - October 2003
McDonald Investments April 1999 - September 2001
Lasher Group May 1996 - April 1999
Skills
Options, Series 7, FINRA, Derivatives, Equities, ETFs, Trading, Trading Systems, Electronic Trading, Series 63, Fixed Income, Securities, Brokerage
Education
Baruch College, City University of New York (CUNY) 1974 — 1979
MBA, Finance and Investments
Derrick McNeese's E-trade Financial Experience December 2010 - March 2015
Job Senior Fraud Services Specialist at E* Trade financial
Industry Financial Services
Experience
E*TRADE Financial Corporation March 2015 - Present
E* Trade financial December 2010 - March 2015
Education
Columbia University in the City of New York
Bachelor of Arts (B.A.)
E*TRADE Financial Corporation March 2015 - Present
E* Trade financial December 2010 - March 2015
Education
Columbia University in the City of New York
Bachelor of Arts (B.A.)
Alan Glenn's E-trade Financial Experience January 2006 - July 2008
Job Senior Registered Client Services Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS FINANCIAL SERVICES May 2009 - Present
E-TRADE FINANCIAL January 2006 - July 2008
CARFARO, INC September 2004 - September 2005
VANGUARD CAR RENTAL CLAIMS USA August 2003 - September 2004
YORK CLAIMS SERVICE January 1999 - July 2003
York Claims Service January 1989 - January 1999
Education
Brookdale Community College
AAS, Business Management
UBS FINANCIAL SERVICES May 2009 - Present
E-TRADE FINANCIAL January 2006 - July 2008
CARFARO, INC September 2004 - September 2005
VANGUARD CAR RENTAL CLAIMS USA August 2003 - September 2004
YORK CLAIMS SERVICE January 1999 - July 2003
York Claims Service January 1989 - January 1999
Education
Brookdale Community College
AAS, Business Management
John Moriarity's E-trade Financial Experience May 2002 - September 2003
Job Business Information Specialist
Industry Insurance
Experience
Nationwide Insurance February 2013 - Present
Allied Insurance September 2005 - February 2013
E Trade Financial May 2002 - September 2003
Progressive Insurance February 2000 - May 2002
Arno Political Consultants June 1997 - February 2000
Skills
Property & Casualty..., Insurance, Underwriting, Commercial Insurance, Claim, General Insurance, Liability, Casualty Insurance, Legal Liability, Professional Liability, Databases, SDLC, Visio
Education
Sierra College 1994 — 1997
AA, Political Science
Nationwide Insurance February 2013 - Present
Allied Insurance September 2005 - February 2013
E Trade Financial May 2002 - September 2003
Progressive Insurance February 2000 - May 2002
Arno Political Consultants June 1997 - February 2000
Skills
Property & Casualty..., Insurance, Underwriting, Commercial Insurance, Claim, General Insurance, Liability, Casualty Insurance, Legal Liability, Professional Liability, Databases, SDLC, Visio
Education
Sierra College 1994 — 1997
AA, Political Science
Allen So's E-trade Financial Experience January 2003 - March 2008
Job GBR Funding Inc. Direct Lender
Industry Financial Services
Experience
GBR Funding Inc October 2010 - Present
E Trade Financial January 2003 - March 2008
Skills
Customer Service, Banking, Credit, Loans, Management, Strategic Planning, Business Planning, Risk Management, Credit Cards, Public Speaking, Funding, Sales, New Business Development, Small Business Lending, Credit Analysis, Budgets, Asset Based Lending, Small Business, Payments, Financial Analysis, Commercial Mortgages, Finance, Investments
Education
The University of Georgia 1995 — 2000
Bachelor of Arts (B.A.) Minor in business, Biology, General
GBR Funding Inc October 2010 - Present
E Trade Financial January 2003 - March 2008
Skills
Customer Service, Banking, Credit, Loans, Management, Strategic Planning, Business Planning, Risk Management, Credit Cards, Public Speaking, Funding, Sales, New Business Development, Small Business Lending, Credit Analysis, Budgets, Asset Based Lending, Small Business, Payments, Financial Analysis, Commercial Mortgages, Finance, Investments
Education
The University of Georgia 1995 — 2000
Bachelor of Arts (B.A.) Minor in business, Biology, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.