E*Trade Company
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 List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at E*Trade. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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E*Trade Employees
@Properties June 2010 - Present
MCZ Development October 2004 - Present
Centrum Properties cmccormick@centrumproperties.com January 2003 - June 2010
Legal Services 2000 - 2009
Rezmar Development April 1999 - January 2003
E*Trade 1996 - 2000
Skills
Project Management, Sales Management, Interior Designer, Real Estate Transactions, Training, Sales, Marketing, Selling, New Business Development, Residential Homes, Real Estate, Marketing Strategy, Negotiation, Real Estate Development, Start-ups, Leadership, Partnerships, Contract Negotiation, Luxury, Property, Public Relations, Entrepreneurship, Single Family Homes, Market Analysis, Investment Properties, Management, Advertising, Leases, Real Estate Economics, Disposition, Property Management, Location Intelligence, First Time Home Buyers, Sellers
Education
The School of the Art Institute of Chicago 1993 — 1996
Masters, Design
Retreat Capital Management Group April 2012 - Present
Vanguard Logistics Services March 2011 - April 2012
ITT CORPORATION February 2007 - February 2010
AAMES INVESTMENT CORPORATION May 2005 - October 2006
CB Richard Ellis August 2003 - May 2005
Primedia December 2000 - March 2003
E*Trade July 1999 - December 2000
3Com July 1997 - July 1999
Skills
Hyperion Enterprise, Forecasting, Essbase, Financial Analysis, Financial Reporting, Cash Flow, Pricing, Financial Accounting, Sarbanes-Oxley, Executive Management, Finance, Budgets, Analysis, Sarbanes-Oxley Act, Mergers & Acquisitions, Process Improvement, Internal Controls, Management, Auditing, Variance Analysis, Hyperion, SAP, Strategic Financial..., Strategy, Financial Modeling, Leadership, Strategic Planning, Consolidation, Business Strategy, Banking, Due Diligence, Managerial Finance, Budgeting, Corporate Finance, Business Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1995 — 1997
MBA, Finance
Pacific Union College 1990 — 1995
BS degree, Business
Capstone Financial, LLC June 2015 - Present
Etrade June 2014 - Present
Scottrade inc August 2009 - February 2014
Publix Super Markets October 2003 - May 2008
Skills
Investments, Stockbroking, Customer Service, Mutual Funds, Securities, Equities, Asset Allocation, Wealth Management, Retirement Planning, Fixed Income, Investment Strategies, Options, Portfolio Management, ETFs, Uniform Combined State..., Series 7, Finance, Bonds, Series 63, Financial Markets, Financial Analysis, Trading, Microsoft Office, Financial Services, Relationship Management
Education
University of West Georgia 2006 — 2009
Bachelor's degree, Finance
Gainesville State College 2004 — 2006
Milton High School 1999 — 2003
NewCap Partners January 2013 - Present
Various Companies January 2010 - Present
Natixis Global Associates November 2007 - December 2009
Charles Schwab April 2007 - November 2007
TTT Moneycorp / Moneycorp Markets June 2006 - March 2007
GLG Council of Advisors April 2005 - March 2007
BrokerageAmerica, Inc. November 2000 - April 2005
Credit Suisse First Boston October 1999 - October 2000
E*Trade February 1996 - September 1999
Fidelity Investments 1991 - 1996
Skills
Mergers, Valuation, Financial Modeling, Trading, Private Equity, Structuring, Integration, Equities, Risk Management, Portfolio Management, Business Strategy, Restructuring, Venture Capital, Asset Management, Capital Markets, Compliance, Investments, Start-ups, Funding, Corporate Finance, Financial Analysis, Business Planning, Due Diligence, Change Management, Management Consulting, Investment Banking, Strategic Planning, Negotiation, Financial Markets, Financial Management, Derivatives, Executive Management, FX, Forecasting, Planning, Corporate Development, Series 7, Deal Structuring, Contract Negotiation, Private Placements, Securities, Project Planning, Operations Management, New Business Development, FX Options, Strategy, Managerial Finance, Fixed Income, Financial Risk, Options
Education
Southern Methodist University 1986 — 1990
B.A., Economics
John L. Miller Great Neck North High School
Etrade Staff Software EngineerE*TRADE Financial CorporationJuly 2014 - Present
Skills
Programming, C++, Java, C, Microsoft Office, Linux, C#, JavaScript, Agile Project Management, Software Development, Customer Service, MySQL, PowerPoint, Windows, Databases, CSS, Matlab, Eclipse, HTML, SQL, PHP, Spring Framework, Spring MVC, Spring DI, Spring AOP, OAuth, SSO, Log4j, Spring Annotation
Education
San Jose State University 2015 — 2018
Master of Science (M.S.), Computer Science
San Jose State University 2012 — 2014
Bachelor of Science (B.S.), Computer Science
Ohlone College 2009 — 2012
Stealth Mode Startup Company 2015 - Present
GoPro 2012 - 2015
Root-1 2012 - 2012
HP / Palm webOS 2008 - 2012
UserFit (www.userfit.com) 2003 - 2008
DashJack 2004 - 2006
MOXI / Digeo (member of original Rearden Steel team) 2001 - 2003
E*TRADE 1998 - 2000
Sony Design Center 1996 - 1998
Apple 1992 - 1996
Skills
Engineering, Mobile Devices, User Experience, User-centered Design, Mobile Applications, Interaction Design, User Interface, Usability Testing, User Interface Design, Information Architecture, Consumer Electronics, Human Computer..., Product Design, User Experience Design, User Research, Ethnography, iPhone, Web Design, Wireframes, Contextual Inquiry, Usability Engineering, Heuristic Evaluation, Rapid Prototyping, Usability, Experience Design, Design Strategy, Design Thinking, Mobile Internet, Persona, Mobile Design, Product Management, Start-ups, Management, Product Development, Android, Software Design, Testing
Education
Stanford University 1988 — 1992
BS, Product Design Engineering (forerunner of d.school)
Morgan Stanley May 2011 - November 2012
BlackRock Financial October 2005 - January 2011
KRAFT Foods January 2005 - April 2005
E*TRADE September 1998 - January 2004
Merrill Lynch January 1998 - September 1998
SIMCHA Multimedia Productions September 1991 - August 1998
National Discount Brokers September 1995 - December 1997
Brown Brother's Harriman & Co. December 1992 - September 1995
RMC Research January 1991 - June 1992
Crum & Forster September 1985 - June 1988
Skills
Business Analysis, CRM, Cisco Technologies, Cloud Computing, Data Center, Digital Media, IP, IT Strategy, ITIL, Integration, Management, Networking, Product Management, Program Management, Project Management, Project Planning, Requirements Analysis, SDLC, Telephony, Vendor Management, Video, Video Conferencing, Streaming Media
Education
Stanford University 2002 — 2003
Industrial Psychology
University of Maryland College Park 1984 — 1985
Computer Science
Millburn H.S., Millburn, NJ 1979 — 1982
HS Diploma
Other
Mozilla Corporation August 2012 - Present
Mozilla Corporation May 2011 - August 2012
Mozilla Corporation January 2011 - April 2011
TiVo January 2010 - January 2011
Akamai Technologies March 2007 - October 2009
Etrade November 2006 - March 2007
Google January 2006 - November 2006
Molly Brown Temps April 2004 - August 2005
Skills
Event Planning, College Recruiting, Technical Recruiting, Sourcing, Talent Acquisition, Applicant Tracking..., Human Resources, Recruiting, Resume Writing, Interviews, Onboarding, Screening, New Hire Orientations, Process Scheduler, Training, Social Networking, Management, Temporary Placement, Internet Recruiting, Hiring, Workforce Planning, Administration, Employee Relations, HRIS, Leadership, Corporate Recruiting, Cat Herding
Education
The Evergreen State College 1992 — 1996
Bachelor of Arts (B.A.)
Elisabeth Irwin 1988 — 1992
HS
Salesforce September 2015 - Present
Model N November 2013 - September 2015
Tri Valley Minor Hockey 2012 - 2015
Tri Valley Minor Hockey 2012 - 2015
Smith Micro Software October 2010 - October 2013
Achievo Corporation June 2008 - January 2010
Callidus Software September 2005 - December 2007
WebEx April 2003 - September 2005
E*TRADE April 2000 - December 2002
Ted Chin & Co. Advertising August 1988 - August 1990
Skills
Solution Selling, Analyst Relations, B2B, Go-to-market Strategy, SaaS, Rebranding, Public Relations, Product Marketing, Marketing Management, Social Media Marketing, Marketing Strategy, Enterprise Software, Enterprise Mobility..., Leadership, Marketing, Salesforce.com, Market Research, Competitive Analysis, Mobile Devices, Product Development, Strategic Partnerships, Management, SEO, Product Management, Demand Generation, New Business Development, Strategy, Sales, Start-ups, Business Planning, Sales Enablement, Analytics, Messaging, Multi-channel Marketing, Cloud Computing, CRM, Product Launch, E-commerce, Channel Partners, Positioning, Lead Generation, Cross-functional Team..., Partner Management, B2B Marketing
Education
UCLA Anderson School of Management 1990 — 1992
MBA, Marketing
Inbound Marketing University 2010 — 2010
Certification w/ Honors, Social Media Marketing
Pragmatic Marketing 2011 — 2011
Tufts University 1984 — 1988
BS, Psychology
Stuyvesant High School
HS, Math/Science
Town of Paradise August 2013 - Present
Oracle Corporation January 2007 - February 2012
Etrade August 2003 - November 2006
Skills
Business Analysis, Program Management, Process Improvement, Relationship Management, Project Management, Risk Management, Cross-functional Team..., Salesforce.com, Sales, Account Management, Business Development, Strategic Planning, Strategy, Leadership, Management
Education
University of California, Berkeley 1999 — 2003
BA, Political Science
Upwork January 2012 - Present
LikeList.com October 2010 - January 2012
MyBestBrands.de July 2009 - April 2010
Art.com August 2004 - February 2009
Unicity International August 2002 - March 2004
E*TRADE June 1998 - April 2002
Asante Technologies June 1990 - June 1994
Skills
Direct Marketing, Social Media, SEM, Customer Acquisition, Customer Retention, Catalog Management, Email Marketing, Multi-channel Marketing, Database Marketing, Marketing Strategy, E-commerce, Lead Generation, SEO, Direct Mail, CRM, Marketing Communications, Segmentation
Education
University of Arizona
Bachelors in Business Administration
Cantor Fitzgerald November 2013 - Present
JMP Securities May 2007 - September 2013
Etrade March 2006 - April 2007
Susquehanna International Group May 2004 - February 2006
Charles Schwab 2002 - 2004
NDB Capital Markets August 1996 - March 2002
Cantor Fitzgerald July 1995 - July 1996
First Fidelity Bank April 1993 - June 1995
American Stock Exchange September 1989 - March 1993
Skills
Series 63, Series 24, Series 7, Trading, Bloomberg, Equity Trading, Hedge Funds, Electronic Trading, Investment Sales, Equities, Trading Systems, Securities, Capital Markets, Options, FINRA, Financial Markets, Fixed Income, Investments
Education
University of Delaware 1985 — 1989
rhs
Gunsenheimer Management Consulting September 2013 - Present
Stanford Graduate School of Business June 2012 - June 2013
Google January 2011 - December 2011
Google January 2010 - January 2011
Google February 2008 - January 2010
Google September 2006 - February 2008
Volvo CE January 2006 - June 2006
Electrolux April 2002 - December 2005
CSFB direct, Credit Suisse Group 2000 - 2001
E*Trade June 2000 - November 2000
Skills
Strategy, Product Management, Cross-functional Team..., Business Strategy, Start-ups, Business Development, Management, Management Consulting, Strategic Planning, Strategic Partnerships, Venture Capital, Product Development, Entrepreneurship
Education
Stanford University Graduate School of Business 2012 — 2013
MS, Business Management
MBA Institute 1997 — 2001
Maitrise, International Management
London School of Economics and Political Science 1998 — 1999
Economics & Finance
Lycee International de Sevres 1994 — 1997
French Baccalaureat, Sciences: Maths/Physics
Franklin Templeton Investments October 2013 - Present
Morgan Stanley September 2006 - May 2009
TD Ameritrade August 2005 - August 2006
E*Trade 2002 - 2005
Global Crossing 2000 - 2002
Optimark Technologies 1998 - 2000
Nortel Networks 1995 - 1998
Market Vision Corporation 1988 - 1995
Skills
Telecommunications, Network Architecture, Network Engineering, IP, Data Center, MPLS, Disaster Recovery, WAN, Virtualization, Integration, Vendor Management, Security, Networking, VoIP
Education
University of Pennsylvania - The Wharton School 1980 — 1984
Bachelor of Science, Economics
Fantex, Inc. 2012 - Present
StreetOwl March 2011 - October 2013
GreenRoad September 2009 - April 2011
Mapyrus, Inc November 2007 - September 2009
Sonatype March 2007 - October 2007
E*TRADE January 1998 - February 2007
IBM Global Services August 1995 - December 1997
Tata Unisys January 1994 - August 1995
Skills
Mobile, Agile, Product Development, Start-ups, Web 2.0, SOA, Open Source, Social Media, SaaS, Cloud Computing, Product Management, Mobile Devices, Agile Methodologies
Education
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2009
MBA
University of Mumbai 1991 — 1994
B.S(Tech), Computer Engineering
University of Mumbai 1988 — 1991
B.S, Physics
Allstate August 2013 - Present
Liberty Mutual Insurance August 2012 - 2013
State Farm Insurance January 2012 - August 2012
Morgan Stanley Smith Barney January 2011 - December 2011
JP Turner & Company, LLC May 2009 - August 2010
Etrade November 2006 - May 2009
New York Life Insurance Company 2005 - 2006
Skills
Series 7, Series 63, Securities, Insurance, Financial Analysis, Investments, Strategic Financial..., Mutual Funds, Wealth Management, Portfolio Management, Underwriting, Financial Services, Equities, FINRA, Retirement Planning, Property & Casualty..., Umbrella Insurance, Life Insurance, Term Life Insurance, Consultative Selling..., Risk Management, Risk Assessment
Education
University of Georgia - Terry College of Business 1996 — 2000
BBA, Accounting
Collins Hill 1994 — 1996
high school
VMware April 2014 - Present
NetApp January 2008 - April 2014
Hyperion Solutions/Oracle Corp September 2004 - December 2007
HDS 2007 - 2007
Cisco Systems November 2000 - July 2004
eTouch Systems 1998 - 2003
Etrade December 1999 - August 2000
CMC Ltd. 1996 - 1998
Skills
Knowledge Management, Outsourcing, Business Intelligence, Program Management, Cloud Computing, Software Project..., SDLC, Requirements Analysis, IT Strategy, Enterprise Software, Vendor Management, Integration, Pre-sales, Data Warehousing, PMP, Professional Services, SaaS, Business Analysis, Enterprise Architecture, Siebel, Cross-functional Team..., Business Process..., Agile Methodologies, Management, Consulting, Oracle, Strategy, Product Management, Leadership, Solution Architecture, Databases, Project Management, Testing, Software Development, CRM, Process Improvement, Training, Business Process, Team Management, Security, Data Migration
Education
The M. S. University of Baroda 1993 — 1996
MCA
NCSTC 1990 — 1993
B.Sc Computer Science
South Gujarat University 1990 — 1993
B.Sc Computer Science
Interlocking Technologies September 2008 - December 2014
Tippr December 2011 - July 2012
TiVo March 2008 - July 2008
LogSavvy May 2006 - January 2008
FriendFinder May 2005 - November 2005
Macrovision April 2004 - April 2005
Sensage (formerly Adamark Technologies) March 2003 - October 2003
bamboo.com / Internet Pictures (iPIX) January 2000 - March 2002
bamboo.com / Internet Pictures (iPIX) June 1999 - January 2000
E*Trade May 1997 - May 1999
Skills
Web Applications, Distributed Systems, Cloud Computing, Analytics, Databases, Perl, Python, Database Design, SQL, jQuery, Big Data, System Architecture, Team Management, Software Engineering, SaaS, Product Management, Business Intelligence
Education
University of California, Berkeley
Morgan Stanley June 2012 - Present
E*TRADE January 2011 - June 2012
E*TRADE January 2011 - August 2011
GAIN CAPITAL GROUP, LLC October 2010 - December 2010
GAIN Capital October 2008 - October 2010
GAIN Capital November 2007 - October 2008
Skills
Salesforce.com, Risk Management, Financial Services, Financial Risk, Finance, Analysis, Russian, Microsoft Office, Banking, Team Leadership, Data Analysis, Funding, Entrepreneur, LexisNexis, NICE, RSA, Visa, Organizational..., Time Management, Work Under Pressure, Independent Thinker, Highly Adaptable, Critical Thinking, SQL, Access Database, Actimize, Fraud Detection, Process Improvement, AML, Cyber-security, Reporting & Analysis, Pattern Recognition, Palantir, Case Management, Reconciling Reports, Anti Money Laundering, Access
Education
Utica College 2012 — 2014
Masters of Science, Economic Crime Management
Utica College 2012 — 2014
M.A, Economic Crime Management
George Washington University, Elliott School of International Affairs 2005 — 2007
B.A, International Affairs
The George Washington University 2005 — 2007
Bachelor, International Affairs
Freedom Financial September 2007 - November 2010
Columbia University - National Center for Children in Poverty 2007 - 2009
Etrade 2005 - 2007
Garden City Group 2003 - 2004
Cendant Mobility 2003 - 2004
ACS Financial & Securities Services 1990 - 2003
ChaseMellon Shareowner Services January 1998 - December 1998
Mercury Group of Companies Inc, 1983 - 1990
Skills
Training & Development, Organizational..., Team Building, Microsoft Office, Call Center, Customer Experience, Operations Management, Quality Assurance, Salesforce.com, AS400, Proofreading, Securities, Class Actions, Corporate Actions, DTC, Interpreter, Translation Services, Tagalog, Spanish, World Class Customer..., Customer Service, Call Centers, Employee Training, Financial Services, Lotus Notes, Process Improvement, Project Management, Training
Education
University of Santo Tomas
Bachelor of Arts, BEHAVIORAL SCIENCE
Motorola Mobility July 2013 - Present
Ridezu November 2012 - 2013
Visa March 2011 - November 2012
PlaySpan April 2009 - February 2011
Spare Change Payments 2008 - April 2009
PayPal 2007 - 2008
HedgeStreet 2004 - 2007
Yodlee 2003 - 2004
E*TRADE 1998 - 2003
Adflight 1999 - 2000
Skills
Mobile Payments, E-payments, Product Management, Monetization, Product Requirements, E-commerce, Analytics, Payments, Go-to-market Strategy, User Experience, Online Gaming, Mobile Internet, Strategic Partnerships, Product Marketing, Mobile Applications, Start-ups, Payment Systems, Mobile Devices, Payment Card Processing, Electronic Payments, Mobile Commerce, Big Data, Competitive Analysis, Financial Services, Mobile Technology, Marketing, Payment Gateways, SaaS
Education
California State University-Fresno (Sid Craig School of Business) 1995 — 1997
MBA, Information Systems
University of California, Davis 1988 — 1992
BA, International Relations
Tiber Creek Real Estate January 2012 - Present
Long & Foster 2004 - January 2012
E*TRADE 2001 - 2004
UCG 1998 - 2001
Skills
Real Estate, Sellers, Listings, Residential Homes, Single Family Homes, New Home Sales, Move Up Buyers, Short Sale Listings, Property Management, Short Sales, Buyer Representation, Real Estate Transactions, Condos, Investment Properties, Sales, Referrals, First Time Home Buyers, Buyers, Investors, Relocation, Foreclosures, Selling, Contract Negotiation, Rentals, Luxury, Property, Townhomes
Education
The Catholic University of America 1992 — 1996
Bachelor of Arts (B.A.)
Gonzaga College High School 1988 — 1992
Consumer Portfolio Services October 2012 - Present
OC Social Guys February 2012 - Present
LBS Financial Credit Union July 2011 - June 2012
Hyundai Capital America October 2010 - October 2011
Smile Implant Center July 2009 - May 2010
Thor Credit Corporation Inc March 2009 - July 2009
GE Money January 2006 - June 2008
Etrade March 2003 - January 2006
Deutsche Financial Services March 2000 - March 2003
Ganis Credit Corporation March 1996 - March 2000
Skills
Credit Analysis, Underwriting, Help Desk Management, Computer Repair, Supervising, User Acceptance Testing, Microsoft Office, loan underwriting, auto loans, Credit Risk, Credit Unions, Freelance Writing
Education
Orange Coast College 2008 — 2012
AA, General Studies
Edison High School 1988 — 1992
Diploma, General Education
The Altman Companies January 2008 - Present
Lennar Homes, Inc. May 2004 - January 2008
Etrade 2000 - 2003
Skills
Real Estate Development, Negotiation, Property Management, Budgets, Disposition, Customer Service, Contract Negotiation, Sales Management, New Business Development, Real Estate Economics, Due Diligence, Real Estate, Leases, Sales, Residential Homes, Apartments, Investment Properties, Financial Analysis
Education
University of Florida 2003 — 2004
MBA, Finance & Real Estate
University of Florida - Warrington College of Business Administration 1995 — 1999
BS, Finance
Nutanix March 2015 - Present
NetApp May 2008 - Present
NetApp November 2001 - April 2008
E*TRADE January 2000 - July 2001
Skills
NetApp, NAS, SAN, Storage, Virtualization, iSCSI, Storage Virtualization, Storage Area Networks, Data Center, Storage Solutions, Fibre Channel, VMware, Cloud Computing, Enterprise Storage, NFS, Enterprise Software, Unix, Brocade, High Availability, SMB, VMware ESX, Clariion, EMC Storage, Hyper-V, Architecture, Microsoft SQL Server, NetApp Filers, TCP/IP, vSphere, VMware vSphere, Benchmarking, Architectures, SQL Server, Windows Server
Education
Tulane University 1993 — 1997
BA, Political Science, International Relations
Mandeville High School 1989 — 1993
McAfee October 2014 - Present
Puppet Labs, Inc. January 2014 - July 2014
Ebay mobile April 2012 - January 2014
TransCore April 2011 - April 2012
Stockamp & Associates 2011 - 2011
E*TRADE December 2007 - August 2010
E*Trade November 2007 - August 2010
Seriosity February 2007 - September 2007
UNITED BIOSOURCE May 2006 - February 2007
FIREMANS FUND November 2005 - April 2006
Skills
Test Automation, Agile Methodologies, Test Planning, Selenium, Software Quality..., Quality Assurance, Testing, SQL, Scrum, Quality Center, Java, Regression Testing, SDLC, QTP, XML, Test Management, Requirements Analysis, System Testing, Databases, Test Cases, LoadRunner, VBScript, C#, ASP.NET, Operating Systems, Ruby, Microsoft SQL Server, Web Applications, Test Strategy, Apache, Web Services, Unix, TFS, Business Analysis, Defect Tracking, IIS, HTML, Integration Testing, Software Documentation, Performance Testing, WinRunner, Automation, Agile Testing, Software Project..., Tomcat, SOA, Test Automation..., Python, Scripting, JIRA
Education
University of Oregon 1989 — 1991
I started working at Microsoft before I finished my degree., English Language and Literature, General
South Eugene High School
Baystate Wealth Management August 2009 - Present
E*TRADE May 2001 - August 2009
Kobren Insight Management 2001 - 2004
A.G. Edwards January 1999 - May 2001
Gruntal & Co. January 1996 - January 1999
Education
Northeastern University 1990 — 1995
Dome9 Security 2014 - Present
NAATAK Theater (501c3 non-profit) 1995 - Present
CloudPassage 2013 - 2014
Trend Micro 2008 - 2013
Trend Micro 2005 - 2007
Verity 2004 - 2005
Etrade 2004 - 2004
Oracle 2002 - 2003
Maaya 2000 - 2001
Tandem Computers 1993 - 2000
Skills
Enterprise Software, Go-to-market Strategy, Product Marketing, Strategy, Competitive Analysis, Product Management, Data Center, Cloud Computing, Market Research, Business Strategy, Business Alliances, Competitive Intelligence, Marketing Strategy, Product Launch, Virtualization, Start-ups, Cloud Security, virtualization security, Marketing Leadership, Enterprise Security, Product Evangelism, Demand Generation, Marketing Management
Education
UC Berkeley 1997 — 1999
MBA, Business, 3.96
Pennsylvania State Univ. 1990 — 1992
MS, Computer Science, 3.75
Victoria Jubilee Technical Institute, University of Bombay 1986 — 1990
BE, Electrical Engineering
MEA NEA September 2015 - Present
Measure Consumer Perspectives August 2012 - Present
Humana April 2011 - June 2015
Lexmark International April 2008 - December 2010
Diverge September 2006 - May 2008
ACCENT July 2005 - July 2006
Asurion 2002 - 2004
E*TRADE 1999 - 2002
Coca-Cola 1998 - 1999
Coca-Cola 1996 - 1998
Skills
Marketing Strategy, Marketing, Marketing Communications, Marketing Management, Cross-functional Team..., Product Marketing, Brand Management, Advertising, Brand Development, Direct Marketing, Strategy, Marketing Research, Business Development, Integrated Marketing, Segmentation, Leadership, Business Strategy, Digital Marketing, Management, Online Marketing, Strategic Planning, Social Media, Competitive Analysis, Social Media Marketing
Education
Wake Forest University - Babcock Graduate School of Management
MBA, Marketing
University of Kentucky
B.A. Journalism-Advertising Concentration Program, Journalism/Advertising
BragOn, LLC March 2014 - May 2015
E*TRADE June 2014 - August 2014
Tulane University Technology Services January 2014 - May 2014
OptTown May 2013 - July 2013
Weir and Associates Catering May 2013 - July 2013
ComputerCare June 2012 - August 2012
Skills
Strategy, Learning Quickly, Problem Solving, Data Analysis, Puzzles
Education
Tulane University 2011 — 2015
Bachelor of Science (B.S.), Economics, Computer Science, 3.5
University of Sydney 2013 — 2013
Economics
Crystal Springs Uplands School 2007 — 2011
CSC - Computer Sciences Corporation September 2014 - Present
Capital One January 2013 - April 2014
Macy's September 2011 - April 2013
Freddie Mac May 2009 - August 2011
Jupiterimages November 2007 - April 2009
Loan to Learn May 2006 - May 2007
E*Trade June 2002 - February 2004
Skills
Process Improvement, Business Analysis, Customer Service, Call Centers, Leadership, Management, Training, Strategic Planning, Risk Management, Loans, Performance Management, Analysis, Microsoft Office, Customer Relations, Coaching, Cross-functional Team...
Education
Indian River High School
Old Dominion University
Business Administration and Management, General
AVOS Systems / MixBit, Inc. October 2010 - June 2014
Google December 2006 - November 2010
Youtube September 2006 - November 2010
ETRADE August 2000 - October 2005
Confluent, Inc. May 2000 - August 2000
Beckman Institute 1998 - 2000
Skills
Python, Hadoop, HBase, Big Data, iOS, Engineering Management, Business Strategy, Digital Media, Software Development, Scalability, Strategic Partnerships, Software Engineering, Mobile Applications, Ruby on Rails, Machine Learning, Cloud Computing, Distributed Systems, MapReduce, Ruby, Git, Software Design, Mobile Devices, C++, Web Applications, REST, Java, iOS development, Objective-C
Education
University of California, Berkeley 2009 — 2011
MBA, Haas School of Business
Stanford University 2004 — 2005
MS, Computer Science
University of Illinois at Urbana-Champaign 1996 — 2000
BS, Biochemistry, Mathematics
Newbold Advisors 2011 - Present
Bethpage Federal Credit Union October 2010 - June 2011
American Home Mortgage 2006 - 2007
E*Trade May 2001 - June 2005
E*TRADE Financial 2001 - 2005
Hinton Mortgage Company/The Adair Advisory Group 1981 - 2001
Skills
Mortgage Lending, Market Risk
Education
The University of Memphis 1972 — 1976
BBA, International Business
Cisco Systems 2009 - Present
CAbi Clothing 2005 - 2013
KC Presentations, Inc. January 2005 - February 2010
CollabWorks March 2008 - September 2008
Seriosity March 2007 - September 2007
Consultant 2002 - February 2007
E*TRADE April 1999 - July 2001
ZANTAZ 2001 - 2001
Lotus Development; IBM 1992 - 1999
Lotus Development Corp. 1992 - 1999
Education
University of Oklahoma 1981 — 1985
BBA, Management Information Systems
Twitter March 2014 - Present
Twitter November 2012 - March 2014
WebEx/Cisco September 2010 - November 2012
Cisco WebEx September 2007 - November 2011
WebEx May 2003 - September 2007
WebEx July 2002 - May 2003
WorldCom April 2000 - December 2002
Etrade January 2002 - July 2002
EDS Technologies August 1998 - April 2000
Skills
SaaS, WebEx, Cisco Technologies, Video Conferencing, Cloud Computing, Virtualization, VMware, Webinars, Network Administration, Technical Support, OSPF, VoIP, Unified Communications, Networking, Telepresence, Cisco Call Manager, Linux, Routers, TCP/IP, Scalability, Operating Systems, Routing, Load Balancing, High Availability, Audio Conferencing, SIP, Cisco IOS, Hardware, VMware ESX, Mobile Devices, Unix, Storage, Firewalls, Switches, Databases, Telephony, IT Service Management, Solution Selling, Software Documentation, Integration, Solaris, Troubleshooting, Security, Enterprise Software, Windows, System Administration, Salesforce.com, Network Security, Data Center, Servers
Education
MTI 2000 — 2002
Microsoft Networking Professional Engineer and Cisco Engineering
Sacramento City College 1998 — 2000
Computer Science
ChildHelp, Inc. April 2011 - Present
USIS October 2006 - September 2008
Etrade March 2004 - August 2006
AlliedBarton Security Services February 2002 - March 2004
United International Investigative Services November 1995 - February 2002
US Air Force December 1985 - November 1991
Skills
Physical Security, Security, Investigation, Leadership, Security Operations, Private Investigations, Surveillance, Law Enforcement, Counterterrorism, Firearms, Research, Community Outreach, Youth Mentoring, Nonprofits, First Aid, Cpr Certified, Public Speaking, Customer Service
Education
University of Phoenix 2009 — 2012
B.S., Human Services
University of Phoenix
Master of Science, Counseling Psychology
RiaRichTravel.com May 2008 - Present
E*TRADE 2005 - 2007
United National Bank of Washington 1971 - 1992
Education
Trinity University-Washington
B.S., Business Admin./Finance
Jeld-Wen April 2014 - Present
Jeld-Wen February 2012 - April 2014
Jeld-Wen June 2006 - February 2012
Nike 2004 - 2006
Mentor Graphics 2003 - 2004
E*TRADE 2001 - 2003
Hollywood Entertainment 1996 - 2003
Skills
Budgets, Data Analysis, Brand Management, Marketing, Finance, Research, Forecasting, Sales, Microsoft Excel, Access, Pricing, Cross-functional Team..., Product Development, Management, Purchasing, Business Analysis, Process Improvement, Product Marketing, Analysis, Project Management, Leadership, Financial Modeling, Strategic Planning, Financial Analysis, Mergers & Acquisitions, Operations Management, Retail, Accounting, Market Research, Competitive Analysis, Strategy, Marketing Research
Education
Oregon State University 1991 — 1996
BS, Applied Economics
OneAmerica Financial Partners Inc. June 2014 - Present
OneAmerica June 2012 - June 2014
E*TRADE August 2010 - May 2012
PlatipusSports.com September 2009 - December 2011
NexTrust June 2009 - August 2010
Fidelity Investments August 2002 - March 2009
Fidelity Investments August 2003 - February 2006
NewRiver January 2002 - May 2003
Fidelity Investments May 1995 - January 2002
Fidelity Investments September 1993 - May 1995
Skills
Vendor Management, Process Improvement, Strategy, Cross-functional Team..., Program Management, Leadership, Outsourcing, Financial Services, Change Management, Strategic Planning, Management, Team Building, Product Development, Equities, Executive Management, 401k, Coaching, Defined Benefit, Business Development, Employee Benefits, Employee Engagement, Six Sigma, Business Strategy, Customer Service, P&L Management, Organizational..., Shared Services, Retirement Planning, Client Services, Retirement Plans, Institutional Clients, Business Analysis, Team Leadership, Insurance, IRAs, Contract Negotiation, SDLC, Mergers & Acquisitions, Marketing, Customer Relations, Contract Negotiations, Project Implementation, IRA's, New Business Development, Sales, CRM, Relationship Management, Pension Risk Transfer, Qualified Retirement..., Pension Administration
Education
University of Phoenix 1989 — 1991
MBA, Marketing
Southern Utah University 1986 — 1988
BA, Marketing and Accounting
William Howard Taft University 1984 — 1986
BS, Management
Basic High School 1980 — 1984
High School Diploma
Varian Medical Systems May 2014 - December 2014
iPass June 2012 - February 2014
Abbott Medical Optics, Inc November 2008 - June 2012
Netflix, Inc October 2005 - October 2008
Kyocera Technology Development, Inc November 2003 - October 2005
Portnov Computer School 2002 - 2003
Informatica 2000 - 2003
E*Trade 1998 - 2000
Skills
Perl, Regression Testing, Quality Assurance, SQL, Software Project..., Test Automation, Software Quality..., Software Installation, Agile Methodologies, Scripting, Software Development, Test Planning, System Testing, JScript, JavaScript, Linux, Program Management, Web Applications, JIRA, WebDriver, SDLC, Software installations..., Design and..., C# script, Coded UI
Education
Flexera Inc 2011 — 2011
Certificate of Completion, Software Installation packaging with InstallShield
UCSC 1999 — 1999
Certificate of Completion, Computer Programming in C
Moscow University of Electronics 1975 — 1980
Bachelor's degree, BS in Electronics
InsideSales.com April 2013 - Present
C9 Inc. April 2013 - May 2015
Rearden Commerce October 2011 - April 2013
E*TRADE June 2010 - October 2011
Etrade Financial 2010 - October 2011
HP hopefully, but looking just in case May 2009 - August 2009
HP 2008 - 2008
Skills
Java 6, Spring, Hibernate, Selenium, Tomcat, Jetty, MySQL, Maven, J2EE Application..., SOAP, REST, JUnit, TestNG, Mockito, Java, CXF, Perl, Web Services, Oracle, Test Automation, MVC, Core Java, Python, Ant, Testing, Eclipse, Java Enterprise Edition, JMS, Hadoop, JIRA, MongoDB, Mobile Applications, JSP, Git, Distributed Systems, Subversion, Web Development, Agile Methodologies, JSON, JDBC, Spring Framework, Video Games, Debugging, Forklift Training, Graphic Design, Fortran, Snakes, Subtitling, Array Formulas, C++
Education
San Jose State University 2006 — 2010
BSSE, Software Engineering, Math Minor, Physics Minor, UNIX cert.
Good Technology October 2014 - Present
Aruba Networks June 2012 - October 2014
HP Software April 2011 - May 2012
ArcSight December 2010 - March 2011
Symantec October 2008 - September 2010
Symantec October 2006 - September 2008
Symantec (Formerly VERITAS Software) October 2002 - September 2006
Terayon (Acquired by Motorola) October 2000 - October 2002
E*Trade October 1998 - October 2000
Silicon Graphics November 1993 - October 1998
Skills
Project Portfolio..., Program Management, IT Management, Business Analysis, Cross-functional Team..., Salesforce.com, Entitlements, Renewals, Quote Price and..., Business Process..., Oracle Applications, Application Management, ITIL, PMP, Quote, Application Lifecycle..., CRM, Business Process, SaaS, Oracle, IT Strategy, Change Management, Agile Methodologies, Business Intelligence, Enterprise Software, Management, Leadership, Project Management, Strategy, Vendor Management, IT Service Management, SDLC, Integration, Solution Architecture, Requirements Analysis, Process Improvement, Cloud Computing, Mergers & Acquisitions, Data Warehousing, Governance, Consulting, Enterprise Architecture, Team Leadership, Software Project..., Analysis, Pre-sales, Data Center, SAP, Analytics
Education
San Jose State University 1990 — 1994
BS
PayPal March 2015 - Present
PayPal March 2014 - March 2015
PayPal November 2012 - March 2014
eBay December 2010 - November 2012
eBay Marketplaces November 2008 - December 2010
eBay Marketplaces November 2006 - November 2008
eBay January 2004 - November 2006
Barclays Global Investors January 2002 - January 2003
E*Trade January 1999 - January 2002
Skills
Financial Modeling, Cross-functional Team..., Thought Leadership, Investor Relations, Financial Planning and..., Corporate Finance and..., Business Analytics, Internal and External..., Corporate Treasury:..., Executive Level..., Operational Excellence, Financial Systems, Form 10 Filing, Data Governance, External Public Company..., SOX 404
Education
Santa Clara University
MBA
Stellenbosch University, South Africa
Bachelor of Commerce (B.Com.)
Christian Castro Agency with American Family Insurance July 2014 - Present
American Family Insurance March 2012 - Present
E'trade July 2011 - December 2011
Trusway Insurance November 2006 - July 2011
Skills
Insurance, Underwriting, General Insurance, Commercial Insurance, Casualty, Property & Casualty..., Sales, Team Building, Claim, Business Planning, Negotiation, Leadership, Strategic Planning, Liability, Call Centers, Training, Whole Life, Life Insurance, Management, CRM, Fixed Annuities, Disability Insurance, Umbrella Insurance, Customer Retention, Strategic Financial..., Health Insurance, Finance, Term Life Insurance, Workers Compensation, Employee Benefits, Casualty Insurance
Education
Pontificia Universidad Javeriana 1999 — 2004
BBA, Business Administration
Personal Investment 2012 - Present
ThinkEquity LLC 2009 - 2012
FOCUS LLC 2008 - 2009
E*TRADE 2006 - 2007
JMP Securities 2001 - 2005
StockPower Inc. 1999 - 2001
Citibank - Prague 1997 - 1999
Skills
Finance, Investment Banking, Start-ups, Management, Mergers & Acquisitions, Restructuring, Equities, Mergers, Financial Modeling, E-commerce, Financial Analysis, Business Strategy, Strategy, Valuation, Hedge Funds, Investment Management, Due Diligence, Managerial Finance, Corporate Finance, Accounting, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Finance, Business Strategy
University of California, Berkeley, Haas School of Business 1980 — 1984
BS, Accounting
American Platform & Scaffolding April 2012 - Present
Presidential Bank April 2010 - December 2013
PBS-Professional Bartenders and Servers April 2010 - December 2012
Etrade June 2011 - November 2011
Benefit Funding Corporation January 2009 - May 2010
JPMorgan Chase & Co. 2000 - 2007
Skills
Credit, Sales Management, Customer Service, Coaching, Real Estate, Strategic Planning, Problem Solving, Negotiation, Microsoft Office, Team Building, Customer Relations, Construction Management, New Business Development, Operations Management, Project Management, Interpersonal Leadership, Project Design, Budgeting, Project Scope..., Portfolio Management, Financial Analysis, Project Control, Loss Mitigation, Due Diligence, Time Management, Communication, Risk Management, Risk Assessment, Project Implementation, Planning, Scheduling, Budget Monitoring, Vendor Management, Salesforce, Excel, Management, Sales
Education
University of Maryland College Park 1980 — 1983
Business and Information Technology
E*TRADE Financial Corporation June 2014 - Present
E*TRADE March 2014 - June 2014
Ogilvy & Mather January 2014 - June 2014
Ogilvy & Mather April 2012 - December 2013
Ogilvy & Mather June 2011 - April 2012
Ogilvy & Mather September 2010 - August 2011
CBRE 2009 - 2009
Skills
Integrated Marketing, Brand Advertising, Branding & Identity, Advertising, Project Management, Manage Client..., Marketing Compliance, Business Process Mapping, Digital Marketing, Social Media Marketing, Account Management, Digital Media, Digital Strategy, Creative Strategy, Analytics, Interactive Marketing, CRM, Marketing, Social Media
Education
The Dalton School
The George Washington University - School of Business
BBA, International Business
Torrey Pines Town Car June 2015 - Present
Baron HR Technical May 2015 - May 2015
KPI Connect LTD September 2014 - December 2014
Casa de Amparo July 2014 - September 2014
Salvation Army Door of Hope Haven August 2007 - June 2014
E*TRADE October 1994 - April 2005
Skills
Customer Service, Management, Microsoft Excel, Public Speaking, Logistics, Supply Chain, Banking, Transportation, Microsoft Office, Credit
Education
Institute for Hope and Life 2013 — 2015
Bible/Biblical Studies
San Diego Mesa College 1989 — 2011
AA, English, 3.67 GPA
SunTrust Bank June 2012 - Present
Heritage Unlimited, Inc. December 2006 - Present
TMX Finance April 2012 - July 2012
The Home Depot March 2011 - April 2012
Avery Dennison May 2010 - March 2011
Manheim December 2006 - July 2009
E*Trade September 2006 - December 2006
SunTrust Bank August 2004 - September 2006
Worldspan, LP May 2000 - March 2004
Skills
Executive Management, Vendor Management, PMP, Resource Management, Process Improvement, Change Management, Project Portfolio..., Business Process..., PMO, MS Project, Project Management, Program Management, Cross-functional Team..., Business Analysis, Visio, SDLC, Information Technology, Management, Enterprise Software, IT Management, Software Development, ITIL, Disaster Recovery, Software Documentation, Leadership, Project Planning, Project Delivery, Risk Management, IT Operations, Training, Integration, Microsoft Project
Education
Regis University 2002 — 2003
MBA, Business Management
DeVry University 1992 — 1995
BS, Computer Information Systems, Accounting
J.H. Rose 1982 — 1986
HS Diploma
ALPS, A DST Company April 2013 - Present
Transamerica Capital October 2010 - April 2013
Merrill Lynch January 2008 - July 2010
E*Trade 2010 - 2010
Northwestern Mutual April 2007 - October 2007
Coldwell Banker Residential Brokerage January 2002 - January 2006
Northwestern Mutual Financial Network 1999 - 2001
Skills
Mutual Funds, Finance, Financial Advisory, Sales Management, ETFs, Investments, Customer Service, Financial Analysis, Banking, Account Management, New Business Development, Sales, Series 63, Series 7, Team Building, Strategic Planning, Risk Management, Microsoft Excel, Business Strategy, Series 6, Negotiation, Project Management, Microsoft Office, Microsoft Word, PowerPoint, Versatile,..., Leadership skills with..., Excellent written and..., Financial Services..., Salesforce.com, Territory..., Investment Strategies
Education
Skidmore College
BS, Business
Razorfish February 2015 - Present
AutoTrader.com August 2014 - January 2015
AT&T October 2013 - August 2014
T-Mobile February 2013 - September 2013
The Coca-Cola Company July 2012 - January 2013
Manheim April 2012 - July 2012
McKenney's, Inc. December 2011 - March 2012
Turner Broadcasting March 2011 - October 2011
InterContinental Hotels Group March 2010 - February 2011
E*TRADE June 2006 - March 2010
Skills
CSS, jQuery, HTML 5, JavaScript, HTML, MySQL, Apache, Web Development, Java, Linux, XML, AJAX, JSP, Flash, User Interface, JSON, Web Applications, PostgreSQL, PHP, Subversion, SQL, Eclipse, Web Services, Git, Windows, Unix, ActionScript, Microsoft SQL Server, HTML5, SQL Server, J2EE, angular.js, Node.js, XSLT
Education
Tennessee State University 1989 — 1995
Bachelor of Science, Computer Science
Hall High School 1986 — 1989
General, General
The Holistic Chamber of Commerce October 2013 - Present
Empowered Life Productions November 2009 - Present
Conscious Living Magazine January 2013 - January 2014
Feminine Soul Radio Show January 2012 - January 2014
NJ Unleashed, New Jersey's Powerteam January 2009 - October 2009
Etrade July 2007 - June 2008
Citigroup February 2004 - July 2007
Moda Capital Management Inc October 2001 - October 2003
Citigroup 2000 - 2001
Communications Equity Associates 1999 - 2000
Skills
Online Advertising, Product Management, Marketing Strategy, Direct Marketing, Market Research, Strategy, Marketing Management, Marketing, Advertising, Social Media, Cross-functional Team..., Business Development, Entrepreneurship, Leadership, Strategic Planning, Sales, Management, Product Development, CRM, Public Speaking, Strategic Partnerships, Program Management, Online Marketing, Social Media Marketing, Web Marketing, Blogging, Start-ups, Lead Generation, Mobile Marketing, Email Marketing, Product Marketing, Digital Marketing, E-commerce, Business Planning, Integrated Marketing, Team Building, New Business Development, Budgets, Training, Coaching, Competitive Analysis, Business Strategy, Marketing Communications, Social Networking, SEO, Small Business, Brand Development, SEM, Consulting, Public Relations
Education
Anthony Robbins' Mastery University 2008 — 2009
Neuro Associative Conditioning, Psychology of Leadership
Landmark Eduation 2008 — 2008
Curriculum for Living, Landmark Forum
Universidad Interamericana de Puerto Rico 1995 — 1999
BA, Marketing
Let's Get Social
Let's Get Social
NLP Center of New York
The New School
Spidernip June 2011 - Present
Apple August 2011 - August 2014
For Earth August 2007 - August 2011
Atlas Disposal 2007 - 2007
Costco Wholesale 2003 - 2005
Etrade 1999 - 2002
Wells Fargo 1995 - 1999
Skills
HTML, CSS, OS X, Web Development, Web Design, Technical Support, Photoshop, jQuery, Illustrator, MySQL, Microsoft Excel, Microsoft Word, JavaScript, Customer Service, Linux, User Experience, User Interface, Windows, InDesign, iOS, WordPress, Microsoft Office
Education
Sacramento City College
Associate in Arts, Photography
E*TRADE Financial Corporation April 2014 - Present
E*TRADE Financial June 2012 - Present
E*TRADE Financial June 2011 - June 2012
E*Trade July 2008 - June 2011
Fidelity Investments March 1996 - July 2008
Angelo, Gordon & Co. January 2003 - December 2003
Synergy Architect January 2003 - December 2003
Hibbard Brown 1994 - 1995
Skills
Financial Services, Institutional Sales, Compensation & Benefits..., Outsourcing, Retirement, Risk Management, Service Providers, Global Compensation, Deferred Compensation, Process Improvement, Strategy Implementation, Relationship Management, 401k, Topgrading, Management, Strategy, CRM, Leadership, Securities, Employee Benefits, Product Management, Sales
Education
Penn State University 1989 — 1994
Bachelor of Science, Health Policy & Administration
Facebook April 2010 - Present
Google January 2006 - April 2010
Etrade January 2005 - September 2005
Skills
Digital Marketing, Analytics, Online Advertising, Sales, Social Media Marketing, Social Media, E-commerce
Education
University of California, Davis 2000 — 2004
BA, Economics and Communications
Gap Inc./Outlet May 2007 - August 2013
Gap, Inc January 2007 - August 2013
Cost Plus 2006 - 2007
Abercrombie & Fitch 2005 - 2006
Gap, Inc 2004 - 2005
Gap Inc. 2003 - 2004
Gap Inc. 2002 - 2003
Etrade January 2001 - January 2002
Yorkey’s Canine Connection 2001 - 2001
Food Science Laboratory January 1999 - January 2000
Skills
Cross-functional Team..., Store Management, Product Development, Merchandising, Inventory Management, Global Sourcing, Sales, Inventory Control, Training
Education
Sacramento Entrepreneurship Academy 2000 — 2001
University of California, Davis
Bachelor of Science, Food Science
E*Trade May 2000 - Present
Birlasoft 1999 - 2000
Canadian Imperial Bank of Commerce - Singapore 1998 - 1999
Indo Thai Synthetics - Thailand ( Aditya Birla Group Company) 1996 - 1998
Shoppers Stop 1995 - 1996
Skills
Vendor Management, Sybase, Microsoft SQL Server, SDLC, Tomcat, Enterprise Architecture, Unix, Requirements Analysis, Oracle, Business Analysis, Software Project..., Unix Shell Scripting, Perl, Shell Scripting, Agile Methodologies, Database Design, Business Intelligence, Integration, Data Migration, Data Warehousing, Solaris, Databases, SOA, Solution Architecture, Performance Tuning, IT Strategy, PL/SQL, PMO, Java Enterprise Edition, PMP, Data Modeling, Global Delivery, Weblogic
Education
University of Mumbai
MCA
LinkedIn November 2014 - May 2015
Apple March 2013 - August 2013
Etrade 2006 - 2012
Skills
JavaScript, CSS3, HTML5, Python, ArcGIS, GIS, JavaScript, Cartography, Front-end, User Interface, APIs, User Experience, CSS, HTML 5, OS X, Web Development, jQuery, MySQL, Web Applications, HTML5
Education
San Francisco State University 2008 — 2015
B.A., Geography/GIS
Chasing Cars LLC -- Digital Advisory January 2014 - Present
Vinfolio April 2012 - November 2013
atZip January 2010 - April 2012
Chegg Inc. May 2009 - October 2009
Ask.com December 2007 - May 2009
Match.com August 2004 - July 2007
AT&T Wireless 2002 - 2004
E*TRADE 1997 - 2002
Intuit 1995 - 1997
Alberto-Culver 1994 - 1994
Skills
Marketing, Marketing Strategy, Social Media Marketing, Digital Marketing, Executive Management, Business Strategy, Leadership, Board of Directors, Product Management, Product Marketing, Analytics, Start-ups, Strategy, E-commerce, Customer Acquisition, Strategic Partnerships, Mobile Devices, Online Advertising, Mobile Applications, Entrepreneurship
Education
Northwestern University - Kellogg School of Management 1993 — 1994
Master of Management, Marketing
University of Southern California 1986 — 1990
Bachelor of Science, Accounting
The Musik Nest September 2003 - Present
Stella & Dot December 2013 - Present
E*TRADE January 2000 - July 2002
Franklin Templeton Investments September 1998 - December 1999
Transcend 1996 - 1998
Skills
Outstanding Customer..., Email Marketing, Graphic Design, Training & Development, Office Management, iContact, Excel, Google Docs, Writing, Microsoft Office, Social Media, Photoshop, Editing, Facebook, Illustrator, Event Management, Customer Service, Microsoft Excel, Training, Process Scheduler, Event Planning
Education
UC Davis 1994 — 1998
B.A., Rhetoric & Communications
Monta Vista
VigLink May 2012 - May 2014
Capitalogix March 2011 - January 2012
KPMG 2010 - 2010
Robert Half International 2009 - 2010
SeeingFinance.com 2008 - 2009
Stout Risius Ross 2007 - 2009
UIC Publications Department 2006 - 2006
Hewitt Associates 2004 - 2005
The Princeton Review 2003 - 2005
E*TRADE 2001 - 2002
Skills
R, hive, ggplot2, Data Visualization, python, sql, Excel, linux, Data Mining, Data Analysis, VBA, Financial Analysis, SAS, Databases, Accounting, Analytics, Business Intelligence, Programming, SQL Server, Financial Modeling, Mathematics, Git, SQL, Cloud Computing, Start-ups, Big Data, Machine Learning, Predictive Modeling, Predictive Analytics, Analysis
Education
University of California, Berkeley 2010 — 2010
University of Illinois at Chicago 2005 — 2006
MSA
Northwestern University 1996 — 2000
BS
Ernst & Young January 2013 - Present
Ernst & Young November 2008 - Present
Arena Treningssenter January 2011 - January 2012
Etrade June 2005 - August 2005
Skills
Transfer Pricing, International Tax, Corporate Tax, Tax, Shipping, Tax Law, Tax Advisory, Cross-border..., Tax Treaties
Education
University of Gothenburg 2003 — 2008
LLM, Master of law
Université Toulouse 1 Capitole 2005 — 2006
LLM, International Law / Tax
Sunnerboskolan 2001 — 2003
High school, Natural Sciences
ONLINE TRADING ACADEMY December 2006 - Present
THUNDER FACTORY 2005 - 2006
FLEETWOOD June 2003 - June 2005
E*TRADE March 1999 - January 2003
AMERICAN ISUZU MOTORS INC. March 1991 - March 1999
American Isuzu Motors Inc 1992 - 1997
YAMAHA MOTOR CORPORATION March 1988 - December 1990
Skills
Online Advertising, Strategic Partnerships, Lead Generation, Direct Marketing, Marketing Strategy, Email Marketing, Marketing Communications, Social Media Marketing, Strategic Planning, Product Marketing, Integrated Marketing, Marketing, Account Management, Advertising, Analytics, B2B, Business Strategy, CRM, Competitive Analysis, Creative Direction, Leadership
Education
Rutgers University-New Brunswick 1978 — 1981
BA, Psychology
Brainerd Jr. High
E*Trade Financial May 2007 - Present
E*Trade June 2006 - May 2007
ADCom January 2004 - May 2006
NetEffects Corp August 2002 - December 2003
CheckFree April 2000 - March 2002
International Network Service July 1999 - April 2000
United States Marine Corps July 1985 - June 1999
Skills
VoIP, Telecommunications, WAN, MPLS, Network Architecture, Switches, TCP/IP, Routing, BGP, Network Engineering, QoS, OSPF, Project Management, Team Leadership, IT Operations, Software Development, Managed Services, IT contract negotiation, Carrier Relationship..., Telecom Expense..., Strategic IT Management, Optical Communications, Executive Management, Enterprise Software, IP, Cisco Technologies, IT Service Management, Data Center, Vendor Management
Education
Troy University 1997 — 1998
MSM, Management
University of Maryland University College 1993 — 1997
BS, Computer Sciences
Apple November 2014 - Present
Apple May 2013 - November 2014
E*TRADE Financial November 2009 - May 2013
Etrade July 2001 - November 2009
Skills
Spring, Tomcat, Shell Scripting, Java, Subversion, CometD and Web Socket, Maven, Freemarker, jQuery, HTML, Agile Methodologies, Perl, Unix, HTML5, Performance Tuning, Servlets, Releases, SDLC, JUnit, Cucumber testing..., Enterprise Architecture, Software Engineering, System Architecture, Solution Architecture, Git, Software Development, Agile Project Management, Scrum, Integration, Architecture, HTML 5, Architectures, Hibernate, Web Applications, Java Enterprise Edition, XML, Scalability, Spring Framework
Education
Purdue University 1999 — 2001
Master of Science, Computer Technology
Tsinghua University 1995 — 1997
B.A., Communication
Tsinghua University 1991 — 1996
B. E,, Electrical Engineering
QVC January 2010 - Present
QVC November 2007 - December 2009
Longstreth Women's Sports November 2001 - March 2007
E*TRADE 1996 - 2001
Skills
E-commerce, Marketing Strategy, Marketing, Market Research, Blogging, Retail, Web Analytics, Merchandising, Strategic Planning, Management, Sales, Program Management, Budgets, Customer Service, Training, Event Planning, Leadership, Social Media, Analysis, Data Analysis, Social Media Marketing, Social Networking
Education
Oberlin College 1987 — 1991
Manhattan Center for Science and Mathematics 1983 — 1987
High School Diploma, general curriculum
Weiss and Weissman Inc November 2013 - Present
Liberty Group LLC May 2011 - September 2013
Wiliams Sonoma October 2012 - May 2013
Pacific Placement April 2010 - April 2011
Wells Fargo Home Mortgage January 2009 - August 2009
Veritas Financial March 2006 - July 2008
Reliance Lending Group July 2005 - March 2006
American Residential January 2005 - July 2005
Progressive Lending August 2004 - January 2005
ETrade September 2002 - August 2004
Skills
Loans, Mortgage Lending, Mortgage Banking, Loan Origination, Residential Mortgages, Credit, FHA, Credit Analysis, Banking, VA loans, Consumer Lending, Real Estate, Investment Properties, Series 7, Marketing, Commercial Lending, USDA
Education
University of California, Berkeley 2013 — 2014
Paralegal Certification, Legal - Law
University of Colorado at Boulder 1998 — 2002
Bachelor of Arts (B.A.), Political Science and Government
Louise S. McGehee 1994 — 1998
AppDynamics 2013 - 2014
YouTube / Google July 2006 - April 2010
LinkedIn August 2004 - July 2006
E*TRADE April 2003 - August 2004
E*TRADE December 1998 - March 2003
ITC / Monotype 1999 - 2001
Knight Ridder Digital September 1996 - November 1998
Skills
User Experience, User Interface Design, Web Design, User Interface, Interaction Design, Information Architecture, Typography, Web Applications, Corporate Identity, Brand Development, Style Guides, iOS development, iPhone development, Visual interface design, Data display, Data
Education
University of Illinois at Urbana-Champaign
BFA, Design
Netmite September 2001 - Present
HiSoft September 2007 - November 2009
PayPal, an eBay Company January 2006 - September 2007
Genentech September 2004 - November 2005
Bearingpoint September 2004 - November 2005
E*trade September 2003 - July 2004
Vitria January 2000 - December 2001
plexus May 1998 - January 2000
Morgan Stanley Barra January 1997 - May 1998
Skills
Mobile Devices, Management, Cloud Computing, SaaS, Business Development, Start-ups, Strategy, Product Management, Java, Enterprise Software
Education
Stanford University 2006 — 2007
Stanford Certified Advanced Project Manager
Western Michigan University 1995 — 1996
Master, Computer Science
The Polyclinic August 2013 - Present
The Seattle Times Company 2003 - July 2013
E*TRADE 2000 - 2001
mPower 1999 - 2000
ADP 1989 - 1999
Computer Associates 1984 - 1989
Skills
Scrum, Strategic Planning, Project Management, Governance, Software Engineering, Agile Methodologies, SDLC, Agile Project Management, SharePoint, Business Intelligence, Software Development, SaaS, Content Management, Business Analysis, Program Management, Requirements Analysis, Vendor Management, IT Management, Mobile Applications, Enterprise Software, Integration, Contract Negotiation, Enterprise Architecture, Staff Development, Team Building, Change Management, Product Management, Leadership, Software Project..., Strategic Partnerships, Analysis, Databases, Quality Assurance, IT Strategy, Project Planning
Education
University of Michigan 1982 — 1983
MSE, Computer Science
Tufts University 1978 — 1982
BSE, Computer Science
SuperSlow Zone September 2006 - Present
Zantaz February 2007 - July 2007
McAfee August 2001 - May 2005
E*Trade 2000 - 2001
E*Trade 1997 - 2000
Charles Schwab & Co 1983 - 1995
Skills
IPO, Leadership, Divestitures, Strategic Partnerships, Start-ups, Mergers, Product Management, Strategic Planning, Entrepreneurship, Product Marketing, Team Building, Business Strategy, Business Development, New Business Development, Strategic Alliances, Marketing Strategy, Business Planning, Program Management, Business Process..., Mergers & Acquisitions, Executive Management, Project Management, Team Leadership, E-commerce, Marketing, Change Management, Small Business, Coaching, Project Planning, Contract Negotiation, Competitive Analysis, Strategy, Sales, Training, Risk Management, Management, Social Media Marketing, Integration, Personal Training, Management Consulting, Strength Training, Fitness, Cross-functional Team..., Public Speaking, Social Networking, Customer Service
Education
San Francisco State University, College of Business 1979 — 1982
BS
SuperSlow Institute 2008 — 2010
Level III Certification
McDonald's Corporation August 2015 - Present
SSB Bart Group December 2014 - August 2015
Kaiser Permanente May 2012 - September 2014
California Ear Institute June 2008 - May 2012
Let Them Hear Foundation September 2004 - June 2008
E*Trade July 2003 - June 2004
Kana Communications December 1999 - September 2002
Broadbase February 2000 - April 2001
Rubric December 1999 - February 2000
Egghead 1999 - 1999
Skills
Cross-functional Team..., Healthcare, Management, Project Management, Enterprise Software, HIPAA, Mediation, CRM, Legal Writing, Legal Service, Process Improvement, Quality Assurance, Health Insurance, Analysis, Software Documentation, Policy, EHR, Integration, Data Analysis, Healthcare Industry, Healthcare Consulting, Managed Care, Start-ups, SDLC, Strategic Planning, Program Management, Agile Methodologies, Employee Benefits, Databases, EMR, Healthcare Information..., Revenue Cycle, Business Intelligence, Analytics, Affordable Care Act, Hospitals, Reinsurance, ADA compliance, Digital Accessibility, Section 508, Section 504, Risk Management, Enterprise Risk..., Mergers, Testing
Education
Walden University 2015 — 2019
Doctor of Philosophy (PhD)
University of California, Berkeley 2013 — 2013
Haas School of Business NSF Icorp
The George Washington University - School of Business 2006 — 2012
MBA
University of San Francisco School of Law 1993 — 1997
J.D.
University of San Francisco 1989 — 1991
B.Sc.
Certent, Inc. September 2013 - Present
eHealthInsurance July 2012 - September 2013
Infor Global Solutions April 2011 - July 2012
My Equity Comp January 2008 - April 2011
Infor Global Solutions September 2006 - December 2007
ETRADE March 2003 - August 2006
ETRADE Financial April 2004 - September 2005
ETRADE 2000 - 2003
ETRADE 1997 - 2000
UC Santa Cruz 1997 - 1997
Skills
Series 7, Options, Financial Services, Stocks
Education
University of California, Santa Cruz 1993 — 1997
BA
Sacramento High School
Santa Clara University
First National Bank Of Pa December 2014 - Present
Cigna Insurance Services March 2014 - November 2014
Eligibility Patient Advocate Liasons August 2013 - March 2014
Workway May 2008 - August 2009
Etrade December 2005 - May 2007
Skills
Cold Calling, Customer Service, Management, Recruiting, Account Management, Applicant Tracking..., Mortgage Lending, Sales, Banking, Technical Recruiting, Contract Recruitment, Talent Acquisition, Temporary Placement, Financial Services, Staffing Services, Sourcing, Internet Recruiting, Business Development, Human Resources, Salesforce.com, Call Centers, New Business Development, College Recruiting, Insurance
Education
University of Pittsburgh 2006 — 2010
Bachelor, Social Sciences, Special Education
Nantucket Lightship Basket Museum May 2009 - Present
Maryann Wasik LLC February 2006 - February 2008
ETrade 2005 - 2006
Harrisdirect 2000 - 2006
DLJdirect / CSFBDirect / Harris 2000 - 2005
Dun & Bradstreet 1984 - 2000
Skills
Financial Services, Series 7, Relationship Management, Investments, Analytics, Business Development, Vendor Management, Product Management, Strategic Partnerships, Series 63, Mutual Funds, Business Analysis, Strategic Planning, Securities, Risk Management, Equities, Hedge Funds, New Business Development, Salesforce.com, Mergers, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 1985 — 1989
Masters Business Administration, Marketing
Rutgers, The State University of New Jersey-Newark 1972 — 1976
BA, English Literature
UBS FSI August 2006 - Present
American General Finance 2005 - 2006
ETrade 2004 - 2005
RBC Centura/Mortgage 2001 - 2004
Knutson Mortgage 2002 - 2003
Pedestal, Inc 1999 - 2001
First Nationwide Mortgage 1996 - 1999
Travellers Mortgage 1989 - 1989
Education
University of Buffalo
MA, Spanish
University of Houston
MBA, Marketing and Management
Deloitte & Touche January 2010 - Present
ATSC (Formerly Number Six Software) January 2007 - December 2009
E*Trade 2009 - 2009
Allstate 2008 - 2008
Baker Hill 2008 - 2008
US Cellular 2007 - 2007
Sears Holdings May 2006 - December 2006
Motorola Inc. January 1996 - April 2006
Skills
ClearCase, ClearQuest, SDLC, Rational Team Concert, Rational Requirements..., Rational Quality Manager, RUP, OOAD, Software Configuration..., Integration, Scrum, Agile Methodologies, Requirements Management, Software Project..., SOA, Requirements Analysis, UML, Release Management, Agile Project Management, Quality Center, CMMI, Enterprise Architecture, Configuration Management, Software Development, PMP, Business Intelligence, Business Analysis, IT Strategy, Process Improvement
Education
University of Illinois at Chicago 1990 — 1994
Self-employed July 2003 - Present
ArenaNet April 2006 - April 2008
Etrade April 1998 - September 1998
Integrated Systems, Inc. (later acquired by Wind River Systems) August 1996 - April 1998
Skills
Intellectual Property, Video Games
Education
Santa Clara University 1999 — 2001
MBA
Santa Clara University School of Law 1998 — 2001
JD
University of California, Berkeley 1992 — 1995
BA
UBS August 2007 - June 2011
E*TRADE 2004 - August 2007
Rowe Companies 2003 - 2004
Arthur Andersen 1999 - 2002
Skills
Risk Management, Operational Risk, Financial Risk, Operational Risk..., Financial Services, Banking, Enterprise Risk..., Internal Controls, Sarbanes-Oxley Act, Internal Audit, Series 7
Education
University of Maryland College Park 1995 — 1999
Bachelor of Science (BS), Accounting
Anadarko Petroleum September 2011 - Present
Catapult Systems November 2007 - September 2011
E*Trade January 2007 - October 2007
Temple-Inland May 2005 - December 2006
Wells Fargo June 2000 - December 2004
Wells Fargo 2000 - 2004
Skills
App-V, Windows Server, Application Packaging, SCCM, BMC Remedy, VMware, Troubleshooting, SMS, Citrix, Technical Support, MSI, Norton Ghost, InstallShield, Virtualization, Microsoft Exchange, VMware ESX
Education
The University of Texas at Dallas 1997 — 1999
E*TRADE Leasing ConsultantAsset Plus Management2004 - 2006
Education
The University of Texas at Austin 2001 — 2005
Etrade August 2003 - November 2007
E*TRADE Financial 2003 - 2007
Etrade Financial 2003 - 2007
IBM Business Consulting Services 2002 - 2003
PricewaterhouseCoopers 2000 - 2003
PwC Consulting 2000 - 2003
Skills
MBS, Portfolio Management, Fixed Income, Asset Management, Securities, Capital Markets, Derivatives, Investments, Series 7, Risk Management, Financial Modeling, Financial Analysis, Bloomberg, Banking, Financial Risk, Trading
Education
University of Maryland - Robert H. Smith School of Business 1996 — 2000
Bachelor of Science (BS), Decision Information Systems
E*TRADE April 2006 - Present
E*TRADE Financial 2006 - Present
ETRADE FINANCIAL 2006 - Present
Morgan Stanley August 2002 - March 2006
Citigroup Asset Management March 2001 - August 2002
FINRA May 1998 - March 2001
Education
Saint John's University 1980 — 1984
The E4 Realty Group Partnered with RE/Max Gateway August 2013 - September 2014
Wells Fargo October 2010 - August 2013
Merit Property Management August 2008 - May 2010
OfficeTeam February 2008 - August 2008
Ameriquest Mortgage 2005 - 2007
E*Trade June 2004 - April 2005
Skills
Real Estate, Customer Service, Mortgage Lending, Sales, Marketing, Investment Properties, Selling, Investments, Management, First Time Home Buyers, Microsoft Excel, Microsoft Office, Sales Management
Education
University of Phoenix 2002 — 2006
Interactive Data July 2011 - Present
Instinet August 2005 - July 2011
E*Trade August 1997 - August 2005
Education
Oregon State University 1990 — 1994
Scotiabank September 2008 - Present
E*TRADE September 1999 - September 2008
E*Trade Canada Securities 1999 - 2008
MBS 1994 - 1999
Skills
Employee Engagement, Human Resources, HRIS, Succession Planning, Onboarding, Performance Management, Employee Relations, Talent Management, Talent Acquisition
Education
Saint Mary's University 1988 — 1991
Morgan Stanley January 2013 - Present
EBS (ICAP) January 2012 - June 2012
ETrade 2011 - 2011
ICAP June 2009 - July 2010
Bloomberg LLP August 2002 - February 2009
Amdahl Corporation August 1998 - May 2002
Verizon Corporation April 1996 - July 1998
Skills
Multithreading, C++, Software Development, SQL, Design Patterns, Databases, Object Oriented Design, Distributed Systems, Software Engineering, Trading Systems, STL, Electronic Trading, Agile Methodologies, Low Latency, Unix, Market Data, TCP/IP
Education
Politechnika Poznańska 1981 — 1988
Master of Science (M.Sc.), Computer Science
Bank of America Merrill Lynch September 2015 - Present
E*TRADE 2012 - January 2015
E*TRADE Financial October 2008 - February 2012
E*Trade Financial 2005 - October 2008
BrownCo 2003 - 2005
Morgan Stanley January 2000 - December 2002
Morgan Stanley May 1999 - January 2000
Skills
Series 24, Customer Relations, Series 63, Equities, Customer Service, Retirement Planning, FINRA, Wealth Management, Series 7, Securities, Series 65, Mutual Funds, Investments, ETFs, 401k, Fixed Annuities, Fixed Income, Alternative Investments, Investment Strategies, Insurance, Banking, Financial Services, Uniform Combined State..., Portfolio Management, Asset Managment, Retirement, Capital Markets, Asset Allocation, Financial Analysis, Investment Advisory, Options, New Business Development
Education
University of Iowa 1993 — 1997
BS, Political Science
University of Iowa 1993 — 1997
BS, Political Science and Government
Premera Blue Cross April 2012 - Present
E*TRADE February 2006 - April 2012
Fidelity Investments 2005 - 2006
Fidelity Investments 2005 - 2006
Skills
Series 24, Series 7, Series 9 & 10, Series 63, WA Insurance License
Education
Northern Kentucky University
Bachelor of Science (B.S.), Public Administration
Instinet February 2009 - Present
Instinet Corporation June 2008 - February 2009
Instinet June 2007 - June 2008
Instinet April 2006 - June 2007
E*Trade 2002 - 2006
Tradescape 1998 - 2002
Olde 1995 - 1998
Education
University of San Diego 1993 — 1995
E*Trade Project ManagerBank of America2000 - 2007
Skills
Business Analysis, Financial Services, Banking, Vendor Management, Risk Management
Education
University of South Carolina-Aiken 1990 — 1994
NewStar Business Credit July 2011 - Present
Columbus Nova June 2010 - August 2010
E*Trade November 2007 - July 2009
E*Trade Financial March 2005 - November 2007
The CIT Group 2000 - 2005
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA, Corporate Finance
University of South Carolina - The Moore School of Business 1995 — 2000
Bachelor of Science, Finance and Economics
Etrade market makerChicago Securities Group1998 - 2001
Education
University of Michigan 1990 — 1995
BA, Economics
Sutter Medical Foundation November 2011 - Present
Sutter Physician Services June 2008 - November 2011
Sutter Physician Services January 2008 - November 2011
Sutter Health -Corporate January 2007 - January 2008
Sutter Health 2007 - 2008
Sutter Health Central January 2001 - January 2007
Sutter Health April 1994 - 2007
E*TRADE January 1999 - January 2001
Sutter Connect January 1996 - January 2001
Hills Physicians Med. Group January 1995 - January 1996
Education
UOP Online 2000 — 2002
University of Phoenix
B.A, Business Management
Western Career College
etrade May 2014 - Present
Etrade Financial July 2009 - Present
Emory University February 2007 - January 2010
EMC Corp March 2006 - February 2007
Georgia Pacific February 2003 - March 2006
Premier Systems/Di-Data March 1997 - February 2003
Southern Tech September 1988 - September 2000
BellSouth Corp July 1988 - March 1997
Lockheed Georgia January 1987 - June 1988
Skills
Storage Area Networks, Integration, SAN, Storage, NAS, Unix, Architecture, Data Center, Linux, Cloud Computing, Disaster Recovery, Windows Server, Team Leadership, System Administration, Troubleshooting, Team Building, Solaris, Systems Engineering, Enterprise Architecture, HP, HP-UX, Hardware, Servers, High Availability, Cisco Technologies, NetApp, VMware, Server Architecture, VMware Infrastructure, Virtualization, Business Continuity, EMC Storage, Red Hat Linux, Cluster, VDI, Enterprise Storage, Replication, vSphere, Storage Virtualization, Shell Scripting, VMware ESX, Brocade
Education
Southern Polytechnic State University 1985 — 1988
BSEET
flight restaurant December 2002 - Present
Flight of the Rooster August 2002 - Present
Etrade 1987 - 2002
Education
University of Iowa 1981 — 1986
bs, finance
glenbrook north high school 1977 — 1981
California Dental Association April 2013 - Present
Blue Shield of California October 2011 - April 2013
Sutter Health January 2006 - October 2011
VSP (Vision Service Plan) June 2002 - November 2005
VSP (Vision Service Plan) August 2001 - June 2002
VSP (Vision Service Plan) August 2000 - July 2001
E*TRADE December 1999 - July 2000
SourceFile 1997 - 1999
Versar 1994 - 1997
Skills
Product Innovation, Qualitative Research, Competitive Intelligence, Market Intelligence, Market Research, Focus Groups, Marketing Research, Data Analysis, Company Profiling, Quantitative Analytics, Customer Insight, Healthcare, Healthcare Management, innovation, Business Innovation, Innovation Development, Research, SWOT analysis, Consumer Insights, Quantitative Research, Secondary Research, Qualitative Market..., Primary Research, Survey Design, Quantitative Analysis, Business Intelligence, Healthcare Information..., Managed Care, Analysis, EHR, Process Improvement, Health Insurance, Strategy, Leadership, Cross-functional Team..., Analytics, Integration, Management, Strategic Thinking, Segmentation
Education
University of California, Davis - Graduate School of Management 1999 — 2002
MBA, Healthcare Management, Marketing, Consumer Behavior
University of California, Santa Barbara 1988 — 1992
Bachelor’s Degree, Environmental Studies; Geography
Punahou School 1985 — 1986
RML Advisors LLC July 2015 - Present
The Collingwood Group, LLC February 2011 - June 2015
MCM Capital Partners April 2009 - November 2009
Taylor, Bean and Whitaker Mortgage October 2007 - March 2009
American Home Mortgage July 2005 - August 2007
ETrade 2002 - 2005
GE Capital 1997 - 2000
Chase Home Equity 1995 - 1997
Philadelphia Mortgage Corp. 1991 - 1995
Skills
Financial Risk, Leadership, Due Diligence, Mortgage Lending, Loan Origination, Portfolio Management, Loans, FHA, Credit, Capital Markets, Investments, Financial Services, Valuation, Investors, Loan Servicing, Management, Residential Mortgages, Sales, Mortgage Banking, Strategic Planning
Education
Temple University 2000 — 2004
JD, Law
Villanova University 1992 — 1997
MBA, Finance
Villanova University 1985 — 1989
BSBA, Finance
Fannie Mae November 2012 - Present
Fannie Mae February 2010 - November 2012
Navy Federal Credit Union May 2009 - February 2010
Old Dominion University January 2008 - December 2008
Tidewater Sports & Collectables May 2008 - November 2008
ETRADE January 2007 - December 2007
Countrywide 2003 - 2006
Bank of America 2002 - 2003
Foot Locker 1995 - 2003
Skills
Loans
Education
Old Dominion University 1996 — 2009
Business Management, Business
Fidelity Investments January 2010 - Present
Fidelity Investments October 2005 - June 2010
E*TRADE Financial January 2001 - October 2005
E*Trade 2001 - 2005
TRK LLC 2000 - 2005
Skills
Series 7, Business Development, Capital Markets, Defined Contribution, ERISA, ETFs, Employee Benefits, Entrepreneurship, Finance, Equities, 401k, Asset Allocation, Asset Management, Alternative Investments, Defined Benefit, Hedge Funds, Leadership, Management, Negotiation, Options, Relationship Management, Retirement Plan..., Retirement Planning, Sales, Series 24, Trading, Trading Systems
Education
University of Massachusetts, Amherst 1989 — 1993
BA
Northeastern University
Regional BD March 2014 - March 2015
Gold Coast Gold Buyer October 2011 - January 2014
MetLife Financial Services November 2010 - August 2012
AppCrown March 2010 - September 2010
DSI 2009 - 2010
Smith Barney November 2005 - May 2009
E*Trade Professional 2004 - 2005
E*TRADE 2003 - 2005
Quick & Reilly 1995 - 2001
Waterhouse Securities 1993 - 1995
Skills
Fixed Income, Mutual Funds, Options, Management, FINRA, Trading, Compliance, Securities, Investments, Banking, Series 63, Financial Services, Series 7, CRM, Insurance, Training, Portfolio Management, Strategic Financial..., Wealth Management, Leadership, Retirement Planning, Equities, Risk Management, Bonds, Finance, Call Centers, Business Development, Financial Risk, Asset Management, Asset Allocation, Relationship Management, Start-ups, Branch Operation, Branch Management, Series 24, Financial Planning
Education
Saint Joseph's College 2001 — 2010
BS, Organizational Managment
Centereach
E*TRADE Financial September 2013 - Present
E*TRADE Financial October 2012 - September 2013
E*TRADE Financial October 2010 - October 2012
Etrade June 2009 - October 2010
Rollover Securities, LLC January 2008 - June 2009
Vanguard 2001 - 2007
GE Polymerland April 2000 - February 2001
Nike April 1996 - May 1999
Skills
Series 63, Series 6, Retirement Planning, Mutual Funds, Securities, Series 7
Education
North Carolina State University 1990 — 1995
TLG 2013 - 2015
Promontory Financial Group 2011 - 2013
Feldman Law Center 2008 - 2009
EMC Mortgage 2007 - 2008
Cal Mortgage Services Corp 2004 - 2007
E*Trade 2003 - 2004
Countrywide Financial Corp 2002 - 2003
Marcus & Millichap Real Estate Investment Services 1998 - 2000
Skills
Loss Mitigation, REO, Portfolio Management, Foreclosures, Default, Loans, Loan Modifications, Mortgage Lending, FHA, Credit, Mortgage Underwriting, Short Sales, Finance, Real Estate Transactions, Loan Origination, Due Diligence, Commercial Real Estate, Underwriting, Valuation, Property, Sellers, Loan Servicing, Real Estate, Mortgage Banking, Residential Mortgages, Investment Properties, Refinance, Asset Management, Mortgage Servicing
Education
University of California, Irvine
Bachelor of Arts (B.A.)
ETRADE Director of Credit and UnderwritingRapidAdvance2008 - Present
RapidAdvance 2008 - Present
RapidAdvance 2008 - Present
Education
University of Maryland College Park
Etrade May 2011 - Present
E*TRADE Financial November 2009 - May 2011
E*TRADE Financial September 2008 - November 2009
E*TRADE Financial January 2008 - September 2008
1-800 CONTACTS August 2005 - January 2008
Champion Window Co. May 2004 - May 2005
Skills
Human Resources, Customer Service, De-escalation, Mediation, Analysis, Employee Benefits, Call Center, Outlook, Customer Satisfaction, Financial Analysis, Coaching, Microsoft Excel, Team Building, PowerPoint, Microsoft Word, Process Improvement, Microsoft Office, Call Centers, Mutual Funds, Data Analysis, Access, Financial Services
Education
Salt Lake Community College 2002 — 2008
Associate of Science (AS), General Studies
Etrade Operations AnalystE*TRADE Financial2007 - Present
Skills
Banking, Financial Analysis, Risk Management, Business Analysis, Analysis, Process Improvement, Finance, Portfolio Management, Financial Services, Microsoft Word
Education
Towson University 2002 — 2006
First Public Investments November 2004 - Present
ETrade Financial 1995 - 2005
E*TRADE 1996 - 2003
E*Trade Financial 1996 - 2001
Skills
Fixed Income, Series 7, Equities, Securities, Electronic Trading, Options, Hedge Funds, Trading, Series 24, Trading Systems, Series 63, Alternative Investments
Education
University of California, Davis
Business/Managerial Economics
Wells Fargo April 2010 - Present
Etrade January 2006 - August 2008
Harris Direct September 2002 - December 2005
Wachovia Securities ( December 1998 - July 2002
Education
University of North Carolina at Charlotte
Finance
E*TRADE 2012 - 2015
Morgan Stanley Smith Barney 2004 - 2012
Wachovia Securities (formerly Prudential Securities) 1991 - 2004
Skills
Financial Services, Retail Brokerage, Product Management, Cash Management, Product Development, Retail Banking, Banking, Debit Cards, Third Party Vendor..., Sweep Accounts, Bill Payment, Money Transfers, Business Development, Business Strategy, Risk Management, Relationship Management, Portfolio Management, Asset Management, Investments, Securities, Wealth Management, Business Requirements, Vendor Relationship..., Vendor Management, Series 99, Management, Business Analysis, SDLC, Process Improvement, Strategy, Marketing, Leadership, Financial Risk
Education
Thomas Edison State College
Twitter May 2015 - Present
TellApart October 2014 - May 2015
Proofpoint October 2011 - September 2014
Stratify, Iron Mountain Digital, Autonomy Digital November 2005 - October 2011
Etrade August 2005 - November 2005
Tata Infotech Limited 2000 - 2003
Skills
Big Data, Machine Learning, NoSQL, Infrastructure, Distributed Systems, Java, Cloud Computing, Amazon Web Services..., Cassandra, Hadoop, SQL, Apache Spark, Databases, SaaS
Education
State University of New York at Buffalo 2003 — 2005
M.S., Computer Science
Microsoft June 2008 - Present
Hewlett Packard 2002 - 2008
E*trade 2002 - 2002
Skills
Firmware, ClearCase, Technical Leadership, Embedded Systems, Perl, Software Development, Agile Methodologies, C++, C, Unix, Linux, XML, Software Engineering, System Design, Debugging, Visual Studio
Education
University of Illinois at Urbana-Champaign 1997 — 2002
BS, Computer Science
University of Illinois at Urbana-Champaign 1997 — 2002
BS, Mathematics
E*Trade ManagerE*TRADE Financial1996 - Present
CSFBdirect 2000 - 2001
DLJdirect 1998 - 2000
Skills
Series 7, Series 24, Securities, Equities, FINRA, Options, Financial Services, Mutual Funds, Investments, Series 63, Fixed Income, Risk Management, Capital Markets, Hedge Funds, Trading, Portfolio Management, Wealth Management, Bloomberg, Derivatives, Alternative Investments, Trading Systems, Management, Back Office, Asset Allocation, Financial Markets, Bonds, Asset Management, ETFs, Financial Risk
Education
Niagara University 1993 — 1996
Hanover Park
ETrade December 2013 - Present
Merrill Edge August 2011 - December 2013
John Hancock Financial Network June 2009 - March 2010
AXA Advisor January 2008 - March 2009
Laidlaw & Co March 2005 - December 2007
Martin Auctions March 2004 - February 2005
Skills
Investments, Retirement Planning, Finance, Series 7, Mutual Funds, Wealth Management, Securities, Life Insurance, Market Research, Strategic Financial..., Account Management, Portfolio Management, Sales, Customer Service
Education
University of San Francisco 1999 — 2003
BS, International Business
Systems & Methods October 2004 - Present
E*TRADE Financial September 1998 - February 2004
E*Trade 1998 - 2004
Skills
Business Analysis, Project Management, Program Management, SDLC, IT Strategy, Software Project..., Requirements Analysis, Microsoft Office, Process Improvement
Education
Norfolk State University
Discover Pulse October 2014 - March 2015
The Arietis Group September 2013 - October 2014
Broadridge Financial Services February 2010 - September 2013
Wachovia Securities, LLC August 2008 - December 2009
BROADRIDGE FINANCIAL SERVICES June 2007 - July 2008
JPMORGANCHASE November 2006 - June 2007
SEI INVESTMENTS July 2006 - November 2006
FANNIEMAE February 2006 - June 2006
WACHOVIA SECURITIES October 2004 - February 2006
ETRADE June 2004 - October 2004
Skills
PMO, Testing, SharePoint, Business Process, User Acceptance Testing, Requirements Analysis, Management, Derivatives, Fixed Income, Training, Mergers & Acquisitions, Banking, Risk Management, Equities, Business Analysis
Education
American Management Association 2001 — 2001
PMP Certification, Project Management
Queens College 1977 — 1981
BA, Accounting
Northern Trust Corporation June 2014 - Present
INTL FCStone Inc. September 2011 - January 2014
etrade August 2000 - December 2010
Skills
Equities, Trading, Derivatives, Risk Management, Capital Markets, Options, Fixed Income, Portfolio Management, Financial Analysis, Investments, Securities, Banking, Hedge Funds, Bloomberg, Financial Markets
Education
Robert Morris University - Illinois 2000 — 2001
TSYS February 2012 - Present
Etrade July 2011 - February 2012
Executive Asset Management August 2009 - October 2010
Lowe's Home Improvement May 2009 - August 2009
Education
University of Georgia - Terry College of Business 2005 — 2009
Bachelors of Business Administration, Real Estate
The University of Georgia, Terry School of Business
Bachelor of Business Administration, Real Estate; Banking and Finance
Ally Financial Inc. April 2013 - Present
LEAP Auto Loans January 2010 - January 2011
ACC Consumer Finance January 2006 - January 2008
Operating Engineers Federal Credit Union January 2005 - January 2006
E*trade January 2004 - January 2005
WFS Financial January 2003 - January 2004
Household Automotive Finance Corp January 2001 - January 2002
Household Automotive Finance Corp January 2000 - January 2001
Household Automotive Finance Corp January 1998 - January 2000
ACC/Household Automotive Finance Corp January 1996 - January 1998
Skills
Loans, Credit, Banking, Customer Service, Strategic Planning, Coaching, Public Speaking, Leadership, Sales, Microsoft Excel, Sales Management, Microsoft Office, Financial Services, Underwriting, Risk Management, Management
Education
University of Michigan
Bachelor of Science Degree, Kinesiology and Exercise Science
University of Michigan 1983 — 1985
Bachelor of Science, Kinesiology
eWinery Solutions February 2015 - Present
UMANO Inc. May 2011 - Present
Hattyar Consulting 1997 - Present
Wilson Daniels 2007 - September 2010
Boulevard R 2007 - 2007
E*Trade 1989 - 2002
Kaiser Permanente IT April 1989 - July 1999
Wells Fargo Bank 1984 - 1989
ross systems 1982 - 1985
Skills
Cluster, Software Development, Project Management, SMO, Business Analysis, Business Intelligence, Google Analytics, Program Management, Storage, HP, Perl, Enterprise Software, Databases, Servers
Education
University of California, Berkeley 1976 — 1978
Minit Medical Urgent Care March 2015 - Present
Citadel Securities July 2012 - April 2014
Etrade November 2002 - July 2012
GMST World trading August 2001 - November 2002
Raymond James Financial Inc. June 1996 - August 2001
Skills
Bloomberg, Electronic Trading, Equities, Equity Trading, Financial Markets, Investment Advisory, Options, Securities, Series 63, Series 7, Trading, Trading Systems
Education
University of Colorado at Boulder
Bachelor of Arts (B.A.)
BB&T June 2011 - Present
Athens First Bank & Trust, A Division of Synovus November 2006 - February 2011
Wachovia, A Wells Fargo Company January 2003 - November 2006
Bell Capital Management June 2002 - January 2003
Etrade May 2000 - January 2002
Education
University of Florida 1989 — 1993
Bachelor of Arts, Economics and Political Science
E*TRADE Financial Corporation November 2014 - Present
E*TRADE Financial January 2011 - Present
Etrade June 2007 - January 2011
Etrade May 2004 - June 2007
Skills
Account Reconciliation
Education
Strayer University 2008 — 2010
MBA, Finance
Fayetteville State University 1988 — 1994
BS, Business Administration
Morgan Stanley Smith Barney 2011 - Present
Etrade 2007 - 2011
Skills
Retirement Planning, Series 7, Microsoft Excel, FINRA, PowerPoint, Series 24, Microsoft Word, Securities, Series 63, Uniform Combined State..., Trading, Mutual Funds
Education
Northern Arizona University 2013 — 2014
Master's degree, English Language and Literature, General
University of Utah - David Eccles School of Business 2003 — 2009
Bachelor's, Finance
Parsons April 2006 - Present
Etrade November 2002 - March 2003
Mercury Insurance March 1999 - September 2002
Skills
Troubleshooting, Citrix, Microstation, MS Project, DNS, Owners Representative, Punch List Management, Construction Quality..., Specification Review, Document Controls, Sumbittal Review, Project Close Out, Change Order Control, Change Order Negotiation, Warranty System..., Computer Software..., Help Desk Support, AutoCAD, Windows Server, Active Directory, Servers, Microsoft Exchange, System Administration, MS Office Suite Expert, Networking, XP, VMware
Education
University of California, Santa Cruz 1993 — 1997
Psychology
Software Education of America
MCSE WIndows NT 4.0
Matheson Tri-Gas July 2013 - Present
Airgas June 2011 - July 2013
Pristene Water/Home Depot March 2007 - February 2010
Office Max October 2006 - March 2007
E*Trade October 1999 - December 2000
United States Air Force March 1995 - March 1999
Skills
Advertising, Marketing Communications, Social Media Marketing, Digital Marketing, Marketing Strategy, Online Advertising, Integrated Marketing, Email Marketing, Marketing, Social Media, Sales Operations, Sales, Management, Key Account Management, Business Development, Sales Process
Education
UC Davis 2002 — 2006
Bachelor's degree, Communications
Superior Concrete Materials (formerly DuBrook Concrete) August 2011 - Present
E*TRADE 1998 - 2002
Education
San Jose State University 1994 — 1996
BA, Business/MIS
E*Trade 2005 - 2006
Education
University of California, Berkeley
Etrade November 2013 - Present
Education
St. John's University 2005 — 2011
Bachelor's degree, Sports Management
E*TRADE Financial Corporation April 2014 - Present
E*TRADE February 2007 - Present
Skills
Stock Administration, Equity Compensation, CEP, Series 7, Series 63, Series 24
Education
University of Utah 2002 — 2005
BS, Finance, General
Santa Clara University
CEP, Equity Compensation
Etrade 2008 - 2012
TD Ameritrade 2007 - 2008
Fidelity Investments 2005 - 2006
Automatic Data Processing 2003 - 2005
Morgan Stanley 2001 - 2003
Skills
Asset, Retirement Plan..., Financial Advisory, Business Planning, 401k, Direct Sales, 403 b, Simple Plans, Unit Investment Trusts, Registered Investment..., Salesforce.com, Selling
Education
Southern Methodist University
Certificate Program in Financial Planning, Financial Planning
University of New Orleans
Bachelor of Arts (BA), Economics
Salt Lake County December 2014 - Present
E*TRADE Financial Corporation 2012 - March 2015
Etrade October 2012 - November 2014
Discover Financial Services 1999 - 2011
Skills
Customer Service, Financial Services, Credit Cards, Finance, Relationship Management, Retail Banking, PowerPoint, Banking, Credit, Financial Analysis, Investments, Leadership, Microsoft Word
Education
University of Phoenix 2007 — 2010
Bachelor's degree, Finance, General