E*TRADE Financial
Industry: Financial services company
DescriptionE-Trade Financial Corporation is a financial services company organized in Delaware and headquartered in New York City. The company provides services for individuals and institutions that are investing online. Customer service: 80033387233 Headquarters: New York City, New York, United States Subsidiaries: OptionsHouse, LLC, Founders: William A. Porter, Bernard A. Newcomb
E*TRADE Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at E*TRADE Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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E*TRADE Financial Employees
Employee
Years
Job
Industry
Wallace Louie Wallace Louie's E*TRADE Financial Experience 2006 - 2007
Job Director of Communications and Marketing at SEED
Industry Consumer Services
Experience
Stanford Institute for Innovation in Developing Economies (SEED) 2014 - Present
Teen Esteem 2013 - Present
WGL Consulting 2013 - 2014
World Vision 2012 - 2013
Wells Fargo Wealth Management 2010 - 2011
Joie de Vivre Hospitality 2008 - 2009
Taleo 2007 - 2008
E*TRADE Financial 2006 - 2007
Charles Schwab 1989 - 2005
Skills
Marketing Strategy, Product Development, Direct Marketing, Product Marketing, Marketing Communications, Leadership, Coaching, Customer-focused, Brand Management, Cross-functional Team..., Strategy, Entrepreneurship, Integrated Marketing, Online Advertising, Marketing, Social Media Marketing, Market Research, SaaS, B2B, E-commerce, Advertising, Business Planning, Strategic Planning, Management, SEM, Social Networking, Enterprise Software, Public Relations, Team Leadership, Mobile Devices, Sales, Cloud Computing, Segmentation, Strategic Partnerships, B2B Marketing
Education
Stanford University Graduate School of Business
Strategic Marketing Management Executive Program (MMP)
Northwestern University - Kellogg School of Management
Executive Development Program (EDP)
San Francisco State University, College of Business
MBA, Finance
University of California, Berkeley
BA, Economics
Lowell High School
Stanford Institute for Innovation in Developing Economies (SEED) 2014 - Present
Teen Esteem 2013 - Present
WGL Consulting 2013 - 2014
World Vision 2012 - 2013
Wells Fargo Wealth Management 2010 - 2011
Joie de Vivre Hospitality 2008 - 2009
Taleo 2007 - 2008
E*TRADE Financial 2006 - 2007
Charles Schwab 1989 - 2005
Skills
Marketing Strategy, Product Development, Direct Marketing, Product Marketing, Marketing Communications, Leadership, Coaching, Customer-focused, Brand Management, Cross-functional Team..., Strategy, Entrepreneurship, Integrated Marketing, Online Advertising, Marketing, Social Media Marketing, Market Research, SaaS, B2B, E-commerce, Advertising, Business Planning, Strategic Planning, Management, SEM, Social Networking, Enterprise Software, Public Relations, Team Leadership, Mobile Devices, Sales, Cloud Computing, Segmentation, Strategic Partnerships, B2B Marketing
Education
Stanford University Graduate School of Business
Strategic Marketing Management Executive Program (MMP)
Northwestern University - Kellogg School of Management
Executive Development Program (EDP)
San Francisco State University, College of Business
MBA, Finance
University of California, Berkeley
BA, Economics
Lowell High School
Kimberley Bornschein Kimberley Bornschein's E*TRADE Financial Experience June 2008 - June 2010
Job Certified Surgical Technologist at Texoma Valley Surgery Center
Industry Hospital & Health Care
Experience
Texoma Valley Surgery Center September 2014 - Present
WB Carrell Clinic May 2013 - September 2014
Texas Health Presbyterian Hospital Denton June 2014 - August 2014
Texoma Medical Center January 2014 - May 2014
Texas Health Presbyterian Hospital - WNJ September 2013 - December 2013
Staff Force April 2012 - January 2013
LSI Mortgage Plus July 2011 - January 2012
E*Trade Financial June 2008 - June 2010
Skills
Healthcare Industry, Surgical Technology, Surgical Instruments, Surgical Assisting, Front Office Support, Surgeons, Process Improvement, Plastic Surgery, Healthcare, Strategic Planning, Leadership
Education
North Central Texas College 2013 — 2014
Certificate, Surgical Technologist, 4.0 - President's List
Richland College 1985 — 1989
Associate of Arts and Sciences (AAS), Business Management
Garland High School 1982 — 1985
Diploma - Honor Graduate, Marketing and Distributive Education Program
Texoma Valley Surgery Center September 2014 - Present
WB Carrell Clinic May 2013 - September 2014
Texas Health Presbyterian Hospital Denton June 2014 - August 2014
Texoma Medical Center January 2014 - May 2014
Texas Health Presbyterian Hospital - WNJ September 2013 - December 2013
Staff Force April 2012 - January 2013
LSI Mortgage Plus July 2011 - January 2012
E*Trade Financial June 2008 - June 2010
Skills
Healthcare Industry, Surgical Technology, Surgical Instruments, Surgical Assisting, Front Office Support, Surgeons, Process Improvement, Plastic Surgery, Healthcare, Strategic Planning, Leadership
Education
North Central Texas College 2013 — 2014
Certificate, Surgical Technologist, 4.0 - President's List
Richland College 1985 — 1989
Associate of Arts and Sciences (AAS), Business Management
Garland High School 1982 — 1985
Diploma - Honor Graduate, Marketing and Distributive Education Program
Betsy Karetnick Betsy Karetnick's E*TRADE Financial Experience October 2002 - March 2003
Job Accomplished Broadcaster, Journalist and Media Host/Brand Builder/Innovator/Entrepreneur
Industry Media Production
Experience
THE PORTABLE GARDEN January 2004 - Present
710 WOR June 2013 - January 2015
Martha Stewart Living Omnimedia January 2006 - February 2013
E*TRADE Financial October 2002 - March 2003
WNET July 2000 - September 2001
CBS MARKETWATCH March 1998 - July 2000
WALL STREET JOURNAL TELEVISION June 1990 - February 1998
Skills
Entrepreneur, producer, brand builder, experienced media..., healthy eating advocate, Digital Media, Digital Strategy, Social Media, Blogging, Entrepreneurship, Journalism, Editorial, Storytelling, Broadcast, Entertainment, Radio, New Media
Education
New York University
Master of Arts, Journalism (MA)
TRINITY COLLEGE
Bachelor of Arts (BS)
THE PORTABLE GARDEN January 2004 - Present
710 WOR June 2013 - January 2015
Martha Stewart Living Omnimedia January 2006 - February 2013
E*TRADE Financial October 2002 - March 2003
WNET July 2000 - September 2001
CBS MARKETWATCH March 1998 - July 2000
WALL STREET JOURNAL TELEVISION June 1990 - February 1998
Skills
Entrepreneur, producer, brand builder, experienced media..., healthy eating advocate, Digital Media, Digital Strategy, Social Media, Blogging, Entrepreneurship, Journalism, Editorial, Storytelling, Broadcast, Entertainment, Radio, New Media
Education
New York University
Master of Arts, Journalism (MA)
TRINITY COLLEGE
Bachelor of Arts (BS)
Kristopher Wilson Kristopher Wilson's E*TRADE Financial Experience 2000 - 2001
Job Principal Consultant, Hyper Future Vision
Industry Computer Networking
Experience
Hyper Future Vision, Inc. 2001 - Present
Lumina Engineering January 2010 - September 2011
E*TRADE Financial 2000 - 2001
Lumina Engineering 1996 - 2000
Skills
Security, Troubleshooting, Integration, Disaster Recovery, Networking, Telecommunications, Data Center, Management, Outsourcing, SaaS, Cloud Computing
Education
North Central University 1989 — 1993
Theology
Hyper Future Vision, Inc. 2001 - Present
Lumina Engineering January 2010 - September 2011
E*TRADE Financial 2000 - 2001
Lumina Engineering 1996 - 2000
Skills
Security, Troubleshooting, Integration, Disaster Recovery, Networking, Telecommunications, Data Center, Management, Outsourcing, SaaS, Cloud Computing
Education
North Central University 1989 — 1993
Theology
Carolyn Maldonado Veizaga's E*TRADE Financial Experience 2005 - October 2014
Job Senior Manager at Capital One
Industry Banking
Experience
Capital One October 2014 - Present
E*TRADE Financial 2005 - October 2014
Wachovia Securities 2004 - 2005
Capital One 2001 - 2004
Skills
Vendor Management, Risk Management, Banking, Financial Services, Process Improvement, Marketing, Project Management, Credit, Analysis, Program Management, Analytics, SDLC, Customer Service, Community Outreach, Business Analysis
Education
The George Washington University - School of Business 2009 — 2011
Northern Virginia Community College 2005 — 2007
Capital One October 2014 - Present
E*TRADE Financial 2005 - October 2014
Wachovia Securities 2004 - 2005
Capital One 2001 - 2004
Skills
Vendor Management, Risk Management, Banking, Financial Services, Process Improvement, Marketing, Project Management, Credit, Analysis, Program Management, Analytics, SDLC, Customer Service, Community Outreach, Business Analysis
Education
The George Washington University - School of Business 2009 — 2011
Northern Virginia Community College 2005 — 2007
Shawn Haning's E*TRADE Financial Experience 1998 - 2002
Job Information Technology Specialist
Industry Information Technology and Services
Experience
School Innovations And Achievement July 2007 - July 2015
Kaiser Permanente IT 2005 - 2006
Sutter Health 2004 - 2005
AT&T 2002 - 2004
E*TRADE Financial 1998 - 2002
Skills
Data Analysis, Access, Microsoft Office, Project Management, Business Analysis, Customer Service, Analysis, SQL, Training, Visio, Management, Process Improvement, Microsoft Excel, Windows, Account Management, Help Desk Support, PowerPoint, Strategic Planning, Microsoft SQL Server, Business Intelligence, Project Planning, Marketing Strategy, Marketing, Program Management, Microsoft Word, Leadership, Social Networking, Team Leadership, Requirements Analysis, Databases, Operations Management, Graphic Design, QlikView, QlikView Development, T-SQL, Technical Support, Windows 7, Windows 8, Windows XP, Computer Hardware..., Remote Troubleshooting
Education
ITT Technical Institute 2002 — 2007
Associate's Degree, Information Technology
MTI College 1998 — 1999
Computer Application Specialist diploma, Computer and Information Sciences and Support Services
School Innovations And Achievement July 2007 - July 2015
Kaiser Permanente IT 2005 - 2006
Sutter Health 2004 - 2005
AT&T 2002 - 2004
E*TRADE Financial 1998 - 2002
Skills
Data Analysis, Access, Microsoft Office, Project Management, Business Analysis, Customer Service, Analysis, SQL, Training, Visio, Management, Process Improvement, Microsoft Excel, Windows, Account Management, Help Desk Support, PowerPoint, Strategic Planning, Microsoft SQL Server, Business Intelligence, Project Planning, Marketing Strategy, Marketing, Program Management, Microsoft Word, Leadership, Social Networking, Team Leadership, Requirements Analysis, Databases, Operations Management, Graphic Design, QlikView, QlikView Development, T-SQL, Technical Support, Windows 7, Windows 8, Windows XP, Computer Hardware..., Remote Troubleshooting
Education
ITT Technical Institute 2002 — 2007
Associate's Degree, Information Technology
MTI College 1998 — 1999
Computer Application Specialist diploma, Computer and Information Sciences and Support Services
Jana (Phillipini) Fisher Jana (Phillipini) Fisher's E*TRADE Financial Experience August 2000 - August 2004
Job Legal Assistant at Clark Allison LLP
Industry Financial Services
Experience
Clark Allison LLP August 2014 - May 2015
Little Dolphins Daycare (Facility #343618798) November 2007 - June 2014
Kaneski Associates June 2007 - November 2007
Charles Schwab June 2006 - March 2007
Bank of America January 2005 - May 2006
Etrade Financial August 2000 - August 2004
Skills
Series 7, Sales, Banking, Investments, Public Speaking, Time Management, Customer Service, Marketing, Leadership, Management, Financial Services, Portfolio Management, Sales Management, Series 63, Securities
Education
National University 2004 — 2007
Bachelor's Degree, Liberal Studies with concentrations in Marketing and Psychology
San Juan High School
Clark Allison LLP August 2014 - May 2015
Little Dolphins Daycare (Facility #343618798) November 2007 - June 2014
Kaneski Associates June 2007 - November 2007
Charles Schwab June 2006 - March 2007
Bank of America January 2005 - May 2006
Etrade Financial August 2000 - August 2004
Skills
Series 7, Sales, Banking, Investments, Public Speaking, Time Management, Customer Service, Marketing, Leadership, Management, Financial Services, Portfolio Management, Sales Management, Series 63, Securities
Education
National University 2004 — 2007
Bachelor's Degree, Liberal Studies with concentrations in Marketing and Psychology
San Juan High School
Kevin Cypert Kevin Cypert's E*TRADE Financial Experience March 2011 - May 2014
Job Sales Supervision Principal at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group February 2015 - Present
BancArizona Investment Center May 2014 - September 2014
E*TRADE Financial March 2011 - May 2014
Charles Schwab July 1999 - February 2011
Skills
Series 7, Banking, Uniform Combined State..., Series 65, Retirement Planning, Portfolio Management, Wealth Management, Mutual Funds, Series 63, Investments, Asset Allocation
Education
University of Phoenix 1995 — 1997
Masters Degree, Business Administration and Management, General
Northern Arizona University 1984 — 1988
Bachelor's degree
Brophy College Preparatory 1980 — 1984
High School Diploma
AIG Advisor Group February 2015 - Present
BancArizona Investment Center May 2014 - September 2014
E*TRADE Financial March 2011 - May 2014
Charles Schwab July 1999 - February 2011
Skills
Series 7, Banking, Uniform Combined State..., Series 65, Retirement Planning, Portfolio Management, Wealth Management, Mutual Funds, Series 63, Investments, Asset Allocation
Education
University of Phoenix 1995 — 1997
Masters Degree, Business Administration and Management, General
Northern Arizona University 1984 — 1988
Bachelor's degree
Brophy College Preparatory 1980 — 1984
High School Diploma
Tamikiyo Cartwright Watters Tamikiyo Cartwright Watters's E*TRADE Financial Experience April 2011 - August 2013
Job Contracts & Software Licensing Manager at Syngenta
Industry Biotechnology
Experience
Syngenta October 2013 - Present
E*TRADE Financial April 2011 - August 2013
ADP, Inc January 2007 - April 2011
Oracle USA, Inc 2005 - 2007
McKesson Provider Technologies2003 - 2005 2003 - 2005
Skills
Contract Management, Negotiation, Contract Negotiation, Professional Services, Software Licensing, IT Outsourcing, CRM, Analysis, Sales, Account Management, Leadership, Management, Qualified Mediator, Mediation, Strategic Partnerships, Process Improvement, Project Management, Strategy
Education
North Carolina Central University School of Law 2013 — 2017
Juris Doctor Candidate, (J.D. - Law)
Villanova University 2007 — 2009
Masters Certification, Professional Contracts Management
Old Dominion University 1991 — 1995
Bachelor of Science, Political Science
Justice Center of Atlanta
General Mediation (Registered Mediator - State of Georgia)
Syngenta October 2013 - Present
E*TRADE Financial April 2011 - August 2013
ADP, Inc January 2007 - April 2011
Oracle USA, Inc 2005 - 2007
McKesson Provider Technologies2003 - 2005 2003 - 2005
Skills
Contract Management, Negotiation, Contract Negotiation, Professional Services, Software Licensing, IT Outsourcing, CRM, Analysis, Sales, Account Management, Leadership, Management, Qualified Mediator, Mediation, Strategic Partnerships, Process Improvement, Project Management, Strategy
Education
North Carolina Central University School of Law 2013 — 2017
Juris Doctor Candidate, (J.D. - Law)
Villanova University 2007 — 2009
Masters Certification, Professional Contracts Management
Old Dominion University 1991 — 1995
Bachelor of Science, Political Science
Justice Center of Atlanta
General Mediation (Registered Mediator - State of Georgia)
Majid Hasan Majid Hasan's E*TRADE Financial Experience May 2010 - April 2013
Job Managing Partner at Rock One Advisors
Industry Financial Services
Experience
E*TRADE Financial May 2010 - April 2013
Merrill Lynch Global Wealth Management May 2008 - November 2009
Automated Data Processing January 2006 - May 2008
Right Track Healthcare, Inc January 2002 - January 2006
Nortel Networks June 2000 - April 2001
Skills
Strategic Financial..., Process Improvement, Retirement Planning, Analysis, Banking, CRM, Investments, Strategy, Budgets, Business Strategy, Finance, Forecasting, Management, Mutual Funds, Series 7, Financial Planning, Public Speaking, Leadership
Education
University of Phoenix 2005 — 2007
MBA, Business Administration
North Carolina Agricultural and Technical State University 1996 — 2000
BS, Industrial Technology
E*TRADE Financial May 2010 - April 2013
Merrill Lynch Global Wealth Management May 2008 - November 2009
Automated Data Processing January 2006 - May 2008
Right Track Healthcare, Inc January 2002 - January 2006
Nortel Networks June 2000 - April 2001
Skills
Strategic Financial..., Process Improvement, Retirement Planning, Analysis, Banking, CRM, Investments, Strategy, Budgets, Business Strategy, Finance, Forecasting, Management, Mutual Funds, Series 7, Financial Planning, Public Speaking, Leadership
Education
University of Phoenix 2005 — 2007
MBA, Business Administration
North Carolina Agricultural and Technical State University 1996 — 2000
BS, Industrial Technology
Hasib Asib's E*TRADE Financial Experience January 2013 - Present
Job CEO Pennystockoutlook.com
Industry Marketing and Advertising
Experience
E*TRADE Financial January 2013 - Present
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Java, HTML, C, Windows, Matlab, Event Planning, AutoCAD, Time Management, Strategic Planning, Leadership, Equity Trading, Analysis, Online Marketing, Access, Marketing, WordPress, Series 7, Spanish, Social Networking, Budgets, Stocks, Team Leadership, IPO, Investor Relations, Day Trading, Market Research, Web Design, Securities, Stock Market, Fundamental Analysis, Advertising, Facebook, Series 63, Editing, Stock Trading, Project Management, Social Media Marketing, Capital Raising, Negotiation
Education
Northwest Vista College 2013 — 2015
The University of Texas at San Antonio 2013 — 2015
E*TRADE Financial January 2013 - Present
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Java, HTML, C, Windows, Matlab, Event Planning, AutoCAD, Time Management, Strategic Planning, Leadership, Equity Trading, Analysis, Online Marketing, Access, Marketing, WordPress, Series 7, Spanish, Social Networking, Budgets, Stocks, Team Leadership, IPO, Investor Relations, Day Trading, Market Research, Web Design, Securities, Stock Market, Fundamental Analysis, Advertising, Facebook, Series 63, Editing, Stock Trading, Project Management, Social Media Marketing, Capital Raising, Negotiation
Education
Northwest Vista College 2013 — 2015
The University of Texas at San Antonio 2013 — 2015
John Lau John Lau's E*TRADE Financial Experience 1999 - 2003
Job Deputy Managing Director at US Chemical Safety and Hazard Investigation Board
Industry Human Resources
Experience
US Chemical Safety Board March 2003 - Present
US Chemical Safety Board March 2003 - Present
E*TRADE Financial 1999 - 2003
BTG 1998 - 1999
MCI 1995 - 1998
EON Corporation 1992 - 1995
Skills
Employee Relations, Change Management, Human Capital Management, HR Transformation, Organizational..., Talent Management, Leadership Development, Performance Management, Succession Planning, Coaching, Strategic Planning, Team Building, Business Strategy, Process Improvement, Negotiation, Executive Coaching, HR Strategy, Leadership, Personnel Management, Risk Assessment, Policy, Government, Public Speaking, Analysis, Program Management, Safety Management..., Data Analysis, Risk Management, Human Resources, Management Consulting, Strategy, Management, Process Engineering, Mergers & Acquisitions, Executive Management, Emergency Management, Training, Project Management, Crisis Management, Business Process..., Talent Acquisition, Employee Engagement, Organizational..., Performance Improvement, Organizational Design, Workshop Facilitation, Recruiting, Executive Search, HR Consulting, Strategic Leadership
Education
Mount Saint Mary's College 1983 — 1987
Bachelors of Science, Business Finance
Bishop O'Connell
US Chemical Safety Board March 2003 - Present
US Chemical Safety Board March 2003 - Present
E*TRADE Financial 1999 - 2003
BTG 1998 - 1999
MCI 1995 - 1998
EON Corporation 1992 - 1995
Skills
Employee Relations, Change Management, Human Capital Management, HR Transformation, Organizational..., Talent Management, Leadership Development, Performance Management, Succession Planning, Coaching, Strategic Planning, Team Building, Business Strategy, Process Improvement, Negotiation, Executive Coaching, HR Strategy, Leadership, Personnel Management, Risk Assessment, Policy, Government, Public Speaking, Analysis, Program Management, Safety Management..., Data Analysis, Risk Management, Human Resources, Management Consulting, Strategy, Management, Process Engineering, Mergers & Acquisitions, Executive Management, Emergency Management, Training, Project Management, Crisis Management, Business Process..., Talent Acquisition, Employee Engagement, Organizational..., Performance Improvement, Organizational Design, Workshop Facilitation, Recruiting, Executive Search, HR Consulting, Strategic Leadership
Education
Mount Saint Mary's College 1983 — 1987
Bachelors of Science, Business Finance
Bishop O'Connell
Chialing (Kate) Chiu Chialing (Kate) Chiu's E*TRADE Financial Experience July 2010 - September 2010
Job Controller/CPA
Industry Accounting
Experience
Stemcyte Inc January 2015 - Present
BDO USA, LLP January 2013 - December 2014
PwC March 2012 - September 2012
Sunrise Senior Living April 2011 - September 2011
E*TRADE Financial July 2010 - September 2010
PricewaterhouseCoopers July 2006 - August 2009
SINOPAC LEASING CORPORATION December 2002 - July 2003
Skills
Internal Controls, Sarbanes-Oxley Act, Auditing, Internal Audit
Education
National Taiwan University
M.B.A, 2006
National Taiwan University
B.S, Accounting
Stemcyte Inc January 2015 - Present
BDO USA, LLP January 2013 - December 2014
PwC March 2012 - September 2012
Sunrise Senior Living April 2011 - September 2011
E*TRADE Financial July 2010 - September 2010
PricewaterhouseCoopers July 2006 - August 2009
SINOPAC LEASING CORPORATION December 2002 - July 2003
Skills
Internal Controls, Sarbanes-Oxley Act, Auditing, Internal Audit
Education
National Taiwan University
M.B.A, 2006
National Taiwan University
B.S, Accounting
Corina Pinkney Corina Pinkney's E*TRADE Financial Experience April 2006 - Present
Job Senior Financial Service Representative at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial April 2006 - Present
Education
Morris Brown College 2000 — 2002
Pre-Med, Pre-Medical Biology
E*TRADE Financial April 2006 - Present
Education
Morris Brown College 2000 — 2002
Pre-Med, Pre-Medical Biology
Isaac McCutcheon's E*TRADE Financial Experience 2003 - February 2006
Job Customer Service Professional
Industry Information Technology and Services
Experience
Boeing June 2014 - Present
Dish Network June 2008 - January 2014
DIRECTV March 2006 - February 2008
U.S. Bank August 2006 - December 2006
Tri Counties Bank February 2006 - August 2006
E*TRADE Financial 2003 - February 2006
Skills
Customer Service, Great troubleshooting..., Personnel Management, Team Leadership, Customer Retention, Budgets, Asset Management, ITIL v2011 Foundation..., Satellite TV, Microsoft Applications, Networking Strategy, Microsoft Office, Visio, Android, Mac & PC platforms, PC Management, Cable Broadband, Network Design, Internet Troubleshooting, Troubleshooting, Asset Allocation, LAN-WAN, Audio/Video Equipment, Wireless Networking, Help Desk Support
Education
National University 2014 — 2016
Master of Science (M.S.), Cyber Security and Information Assurance
National University 2010 — 2013
Bachelor of Science (B.S.), Information Technology Management
Boeing June 2014 - Present
Dish Network June 2008 - January 2014
DIRECTV March 2006 - February 2008
U.S. Bank August 2006 - December 2006
Tri Counties Bank February 2006 - August 2006
E*TRADE Financial 2003 - February 2006
Skills
Customer Service, Great troubleshooting..., Personnel Management, Team Leadership, Customer Retention, Budgets, Asset Management, ITIL v2011 Foundation..., Satellite TV, Microsoft Applications, Networking Strategy, Microsoft Office, Visio, Android, Mac & PC platforms, PC Management, Cable Broadband, Network Design, Internet Troubleshooting, Troubleshooting, Asset Allocation, LAN-WAN, Audio/Video Equipment, Wireless Networking, Help Desk Support
Education
National University 2014 — 2016
Master of Science (M.S.), Cyber Security and Information Assurance
National University 2010 — 2013
Bachelor of Science (B.S.), Information Technology Management
Bruce Perlstein's E*TRADE Financial Experience August 1999 - December 2002
Job Marketing & Advertising Leader
Industry Internet
Experience
DigiWorksCorp June 2013 - Present
Travelocity September 2011 - May 2013
MATCH.com March 2005 - May 2008
Yahoo! January 2003 - January 2004
E*TRADE Financial August 1999 - December 2002
Education
New York University
Parsons School of Design
DigiWorksCorp June 2013 - Present
Travelocity September 2011 - May 2013
MATCH.com March 2005 - May 2008
Yahoo! January 2003 - January 2004
E*TRADE Financial August 1999 - December 2002
Education
New York University
Parsons School of Design
Jackey Barrentine Jackey Barrentine's E*TRADE Financial Experience November 2008 - Present
Job Lead Operations Analyst at Etrade Financial
Industry Financial Services
Experience
Etrade Financial November 2008 - Present
Skills
Financial Services, Banking, Process Improvement, Risk Management, Securities
Education
New Jersey City University
B.S., Business Management
Northern Virginia Community College
AAS, Administration of Justice
Etrade Financial November 2008 - Present
Skills
Financial Services, Banking, Process Improvement, Risk Management, Securities
Education
New Jersey City University
B.S., Business Management
Northern Virginia Community College
AAS, Administration of Justice
Thomas Matarazzo Thomas Matarazzo's E*TRADE Financial Experience March 2003 - May 2005
Job Business Development at Quasar Trading LLC
Industry Investment Banking
Experience
Quasar Trading LLC March 2013 - Present
Coastal Trade Securities, LLC January 2013 - Present
Avatar Securities, LLC May 2005 - May 2012
E*TRADE Financial March 2003 - May 2005
Skills
I hold a Series 7,55,63, Proprietary Trading, Securities, Equity Trading, Series 7, Trading, Equities, Equity Derivatives, ETFs, Options, FX Options, FINRA, Technical Analysis, Financial Markets, Capital Markets, Traders, Commodity, FX trading, Series 63, Bloomberg, Alternative Investments, Hedge Funds, Trading Systems, Fixed Income, Currency, Hedging, Trading Strategies, Electronic Trading, Derivatives, Bonds, Portfolio Management, Market Making, Foreign Exchange, Arbitrage, Stocks, Equity Research, Series 24, Fundamental Analysis
Education
Montclair State University 1986 — 1990
Bachelor of Arts (B.A.), Psychology, 3.0
Quasar Trading LLC March 2013 - Present
Coastal Trade Securities, LLC January 2013 - Present
Avatar Securities, LLC May 2005 - May 2012
E*TRADE Financial March 2003 - May 2005
Skills
I hold a Series 7,55,63, Proprietary Trading, Securities, Equity Trading, Series 7, Trading, Equities, Equity Derivatives, ETFs, Options, FX Options, FINRA, Technical Analysis, Financial Markets, Capital Markets, Traders, Commodity, FX trading, Series 63, Bloomberg, Alternative Investments, Hedge Funds, Trading Systems, Fixed Income, Currency, Hedging, Trading Strategies, Electronic Trading, Derivatives, Bonds, Portfolio Management, Market Making, Foreign Exchange, Arbitrage, Stocks, Equity Research, Series 24, Fundamental Analysis
Education
Montclair State University 1986 — 1990
Bachelor of Arts (B.A.), Psychology, 3.0
Sebastian Sadovsky Sebastian Sadovsky's E*TRADE Financial Experience July 2009 - July 2009
Job Financial Advisor at Prudential Financial
Industry Financial Services
Experience
Prudential Financial April 2015 - Present
Charlotte Soccer Academy (CSA) January 2013 - Present
Orsa International Corp. March 2014 - March 2015
Merrill Lynch June 2011 - February 2014
Bank of America August 2010 - June 2011
J.P. Morgan November 2009 - August 2010
Merrill Lynch October 2009 - November 2009
E*TRADE Financial July 2009 - July 2009
CitiFinancial June 2009 - June 2009
Merrill Lynch May 2007 - December 2008
Skills
Financial Planning, Investments, Wealth Management, Financial Advisory, Derivatives, Series 7, Asset Allocation, Asset Management, Retirement Planning, Insurance, Mutual Funds, Banking, Annuities, Portfolio Management, Equities, Securities, Fixed Income, Business Analysis, Long Term Care, Mortgage, Asset, Investment Advisory, Strategic Planning, Retirement Income..., Financial Analysis, Retirement, Estate Planning, Equity Research, Financial Modeling, Investment Strategies, Wealth, Alternative Investments, Series 66, Personal Finance, Wealth Accumulation, Insurance Planning, Financial Advice, Bonds, Business Planning, Charitable Giving, Financial Management, Investor Relations, Saving for Education, Business Strategy, Investment Products, Private Wealth..., IRA's, High Net Worth..., Stocks, ETFs
Education
FINRA - Series 66 2007 — 2007
Series 66, Financial Services
FINRA - Series 7 2007 — 2007
Series 7, Financial Services
NC Department of Insurance 2007 — 2007
Life, Accident and Health and Variable Life/Variable Annuities, Financial Services
Northeastern University 1988 — 1989
Associate Degree, Management of Information Systems
Universidade Federal do Espírito Santo 1982 — 1986
Bachelor in Sciences, Economics and Financial Services
Prudential Financial April 2015 - Present
Charlotte Soccer Academy (CSA) January 2013 - Present
Orsa International Corp. March 2014 - March 2015
Merrill Lynch June 2011 - February 2014
Bank of America August 2010 - June 2011
J.P. Morgan November 2009 - August 2010
Merrill Lynch October 2009 - November 2009
E*TRADE Financial July 2009 - July 2009
CitiFinancial June 2009 - June 2009
Merrill Lynch May 2007 - December 2008
Skills
Financial Planning, Investments, Wealth Management, Financial Advisory, Derivatives, Series 7, Asset Allocation, Asset Management, Retirement Planning, Insurance, Mutual Funds, Banking, Annuities, Portfolio Management, Equities, Securities, Fixed Income, Business Analysis, Long Term Care, Mortgage, Asset, Investment Advisory, Strategic Planning, Retirement Income..., Financial Analysis, Retirement, Estate Planning, Equity Research, Financial Modeling, Investment Strategies, Wealth, Alternative Investments, Series 66, Personal Finance, Wealth Accumulation, Insurance Planning, Financial Advice, Bonds, Business Planning, Charitable Giving, Financial Management, Investor Relations, Saving for Education, Business Strategy, Investment Products, Private Wealth..., IRA's, High Net Worth..., Stocks, ETFs
Education
FINRA - Series 66 2007 — 2007
Series 66, Financial Services
FINRA - Series 7 2007 — 2007
Series 7, Financial Services
NC Department of Insurance 2007 — 2007
Life, Accident and Health and Variable Life/Variable Annuities, Financial Services
Northeastern University 1988 — 1989
Associate Degree, Management of Information Systems
Universidade Federal do Espírito Santo 1982 — 1986
Bachelor in Sciences, Economics and Financial Services
Tom Whiting Tom Whiting's E*TRADE Financial Experience November 2004 - December 2006
Job Senior Analyst at Fannie Mae
Industry Computer Software
Experience
Fannie Mae December 2014 - Present
NCQA January 2007 - December 2014
E*TRADE Financial November 2004 - December 2006
Chevy Chase Bank November 2001 - October 2004
Wachovia Bank May 1997 - November 2001
Skills
SAS, Data Analysis, Policy Analysis, Quality Assurance, Analysis, Healthcare Information..., Analytics, Healthcare, CRM
Education
North Carolina State University 1988 — 1993
BA, MA, Political Science / Public Administration
Cardinal Gibbons High School
Cardinal Gibbons High School
Fannie Mae December 2014 - Present
NCQA January 2007 - December 2014
E*TRADE Financial November 2004 - December 2006
Chevy Chase Bank November 2001 - October 2004
Wachovia Bank May 1997 - November 2001
Skills
SAS, Data Analysis, Policy Analysis, Quality Assurance, Analysis, Healthcare Information..., Analytics, Healthcare, CRM
Education
North Carolina State University 1988 — 1993
BA, MA, Political Science / Public Administration
Cardinal Gibbons High School
Cardinal Gibbons High School
Andre Sigismondo Andre Sigismondo's E*TRADE Financial Experience November 2011 - January 2012
Job Client Resolution Specialist at UBS
Industry Financial Services
Experience
UBS October 2013 - Present
Otteau Valuation Group, Inc. September 2012 - September 2013
Morgan Stanley February 2012 - September 2012
E*TRADE Financial November 2011 - January 2012
Skills
Financial Modeling, Valuation, Financial Analysis, Customer Service, Microsoft Word
Education
Montclair State University 2007 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance
UBS October 2013 - Present
Otteau Valuation Group, Inc. September 2012 - September 2013
Morgan Stanley February 2012 - September 2012
E*TRADE Financial November 2011 - January 2012
Skills
Financial Modeling, Valuation, Financial Analysis, Customer Service, Microsoft Word
Education
Montclair State University 2007 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance
Alfred Huang Alfred Huang's E*TRADE Financial Experience August 2004 - August 2005
Job Senior Consultant at Bank Of Montreal
Industry Financial Services
Experience
Bank Of Montreal September 2011 - Present
Toronto Stock Exchange (TSX) TECHNOLOGIES August 2010 - September 2011
CGI Group February 2009 - August 2010
SCOTIA CAPITAL August 2008 - February 2009
TSX Group August 2007 - August 2008
BMO Capital Markets August 2005 - August 2007
Bank of Montreal 2005 - 2007
Etrade Financial August 2004 - August 2005
Reuters Financial Software March 2001 - August 2004
Keane Canada 2003 - 2004
Skills
Trading Systems, Equities, SDLC, Market Data, Sybase, Software Development, Risk Management, Oracle, Java, Solaris, Linux, SOA
Education
National Chiao Tung University 1991 — 1993
Master of Science, ComputerInformationManagement
Xi'an Jiaotong University 1991 — 1993
Master's degree, Computer Information Systems Management
National Chung Hsing University 1983 — 1987
B. BA, Statistics
Bank Of Montreal September 2011 - Present
Toronto Stock Exchange (TSX) TECHNOLOGIES August 2010 - September 2011
CGI Group February 2009 - August 2010
SCOTIA CAPITAL August 2008 - February 2009
TSX Group August 2007 - August 2008
BMO Capital Markets August 2005 - August 2007
Bank of Montreal 2005 - 2007
Etrade Financial August 2004 - August 2005
Reuters Financial Software March 2001 - August 2004
Keane Canada 2003 - 2004
Skills
Trading Systems, Equities, SDLC, Market Data, Sybase, Software Development, Risk Management, Oracle, Java, Solaris, Linux, SOA
Education
National Chiao Tung University 1991 — 1993
Master of Science, ComputerInformationManagement
Xi'an Jiaotong University 1991 — 1993
Master's degree, Computer Information Systems Management
National Chung Hsing University 1983 — 1987
B. BA, Statistics
Michael Pohlmann's E*TRADE Financial Experience 1997 - 1999
Job Associate Director, Planned Giving at Environmental Defense Fund
Industry Fund-Raising
Experience
Environmental Defense Fund May 2010 - Present
American Civil Liberties Union Foundation 2005 - 2010
AllBusiness.com 2000 - 2001
Rentals.com 1999 - 2000
E*TRADE Financial 1997 - 1999
IBM 1995 - 1997
Skills
Planned Giving, Fundraising, New Business Development, Non-profit Development, Integrated Marketing, Leadership, Strategy, Business Development, Management, Event Planning, Program Development, Sponsorship, Newsletters, Advertising, Solution Selling, Sales, Marketing Strategy, Strategic Planning, Charities, Non-profit...
Education
New York University
BA, Organizational Communications
New York University
Registered Financial Consultant with Certificate in Financial Planning
Environmental Defense Fund May 2010 - Present
American Civil Liberties Union Foundation 2005 - 2010
AllBusiness.com 2000 - 2001
Rentals.com 1999 - 2000
E*TRADE Financial 1997 - 1999
IBM 1995 - 1997
Skills
Planned Giving, Fundraising, New Business Development, Non-profit Development, Integrated Marketing, Leadership, Strategy, Business Development, Management, Event Planning, Program Development, Sponsorship, Newsletters, Advertising, Solution Selling, Sales, Marketing Strategy, Strategic Planning, Charities, Non-profit...
Education
New York University
BA, Organizational Communications
New York University
Registered Financial Consultant with Certificate in Financial Planning
Sando Karneh's E*TRADE Financial Experience February 2010 - June 2011
Job Founder at H.E.A.L. (Help Educate & Assist Lives), Inc.
Industry Financial Services
Experience
H.E.A.L. (Help Educate & Assist Lives), Inc. February 2013 - Present
E*TRADE Financial - Corporate Services June 2011 - Present
E*TRADE Financial February 2010 - June 2011
E*TRADE Financial September 2007 - February 2010
TD Ameritrade December 2003 - July 2007
Skills
Series 63, Series 7, Series 24, Certified Equity Expert..., Cpr Certified, Equity Edge, Equity Edge online, Certified Equity..., Equities, Financial Services, Management, Professional Services, Training, Fixed Income, CRM, Banking, Relationship Management, Customer Satisfaction, Customer Service, Financial Markets, Asset Allocation, Fixed Annuities, Employee Benefits, Options, Wealth Management, Wealth Management..., Financial Analysis, Series 6, Insurance, FINRA, Asset Management, Accounting, Financial Advisory, Investment Strategies, Trading, Project Management, Investments, Stocks, Uniform Combined State..., Credit, Microsoft Word, Call Centers, Strategic Financial..., Cross-functional Team..., Defined Benefit, Investment Advisory, Negotiation, Finance, Mergers & Acquisitions, B2B
Education
Strayer University-Georgia 2013 — 2015
Master of Science (MS), Organizational Leadership
The University of Texas at Arlington 2005 — 2007
Bachelors of Science, Social Work
North Lake College 2002 — 2005
Associate of Science (A.S.), Personal Computer Support
St. Patrick's High School
H.E.A.L. (Help Educate & Assist Lives), Inc. February 2013 - Present
E*TRADE Financial - Corporate Services June 2011 - Present
E*TRADE Financial February 2010 - June 2011
E*TRADE Financial September 2007 - February 2010
TD Ameritrade December 2003 - July 2007
Skills
Series 63, Series 7, Series 24, Certified Equity Expert..., Cpr Certified, Equity Edge, Equity Edge online, Certified Equity..., Equities, Financial Services, Management, Professional Services, Training, Fixed Income, CRM, Banking, Relationship Management, Customer Satisfaction, Customer Service, Financial Markets, Asset Allocation, Fixed Annuities, Employee Benefits, Options, Wealth Management, Wealth Management..., Financial Analysis, Series 6, Insurance, FINRA, Asset Management, Accounting, Financial Advisory, Investment Strategies, Trading, Project Management, Investments, Stocks, Uniform Combined State..., Credit, Microsoft Word, Call Centers, Strategic Financial..., Cross-functional Team..., Defined Benefit, Investment Advisory, Negotiation, Finance, Mergers & Acquisitions, B2B
Education
Strayer University-Georgia 2013 — 2015
Master of Science (MS), Organizational Leadership
The University of Texas at Arlington 2005 — 2007
Bachelors of Science, Social Work
North Lake College 2002 — 2005
Associate of Science (A.S.), Personal Computer Support
St. Patrick's High School
Michael Thibodeau's E*TRADE Financial Experience March 2009 - March 2010
Job UX/IA at Titanium Innovation Lab
Industry Internet
Experience
ADP Titanium Innovation Lab December 2013 - Present
Saatchi & Saatchi June 2012 - December 2013
LBi US April 2011 - June 2012
Draftfcb March 2010 - April 2011
E*TRADE Financial March 2009 - March 2010
AKA Advertising, Berlin Cameron/Red Cell, BBDO, Bravo, CSTV, Estée Lauder, Grey Direct, Grey Health September 2002 - September 2007
The National Basketball Association April 1996 - May 2002
Skills
Interaction Design, Information Architecture, User Experience, Usability Testing, Personas, Heuristic Evaluation, Content Strategy, Art Direction, Site Maps, Information Design, Experience Design, Mobile Design, User-centered Design, Prototyping, User Interface Design, User Interface, Creative Direction, OmniGraffle, Wire Framing, Front-end Development, Typography, Design Strategy, HTML5, Rapid Prototyping, Web Design, Axure, Graphic Design, Storyboarding, Adobe Creative Suite, Dreamweaver, Digital Strategy, Human-computer..., Illustrator, Fireworks, XHTML, Mobile Applications, Usability Design, HTML + CSS, Ideation, Mobile, Concept Development, Creative Strategy, CSS, InDesign, Illustration, Logo Design, User Research, Usability, Visual Design, Front-end
Education
Parsons School of Design 2007 — 2009
MFA, Design and Technology
New York University 2000 — 2000
Certificate in Interactive Design and Production
School of Visual Arts 1987 — 1989
MFA, Illustration as Visual Essay
The Art Institute of Boston 1982 — 1986
Certificate in Illustration
ADP Titanium Innovation Lab December 2013 - Present
Saatchi & Saatchi June 2012 - December 2013
LBi US April 2011 - June 2012
Draftfcb March 2010 - April 2011
E*TRADE Financial March 2009 - March 2010
AKA Advertising, Berlin Cameron/Red Cell, BBDO, Bravo, CSTV, Estée Lauder, Grey Direct, Grey Health September 2002 - September 2007
The National Basketball Association April 1996 - May 2002
Skills
Interaction Design, Information Architecture, User Experience, Usability Testing, Personas, Heuristic Evaluation, Content Strategy, Art Direction, Site Maps, Information Design, Experience Design, Mobile Design, User-centered Design, Prototyping, User Interface Design, User Interface, Creative Direction, OmniGraffle, Wire Framing, Front-end Development, Typography, Design Strategy, HTML5, Rapid Prototyping, Web Design, Axure, Graphic Design, Storyboarding, Adobe Creative Suite, Dreamweaver, Digital Strategy, Human-computer..., Illustrator, Fireworks, XHTML, Mobile Applications, Usability Design, HTML + CSS, Ideation, Mobile, Concept Development, Creative Strategy, CSS, InDesign, Illustration, Logo Design, User Research, Usability, Visual Design, Front-end
Education
Parsons School of Design 2007 — 2009
MFA, Design and Technology
New York University 2000 — 2000
Certificate in Interactive Design and Production
School of Visual Arts 1987 — 1989
MFA, Illustration as Visual Essay
The Art Institute of Boston 1982 — 1986
Certificate in Illustration
Mark Daya Mark Daya's E*TRADE Financial Experience August 1999 - September 2002
Job REALTOR at Realty World Dominion
Industry Real Estate
Experience
Realty World Dominion April 2004 - Present
Golden Lending October 2002 - April 2005
E*TRADE Financial August 1999 - September 2002
Skills
Sellers, Referrals, Negotiation, First Time Home Buyers, Short Sales, Property, Real Estate, Foreclosures, Mortgage Lending, Loans, Marketing, Investment Properties, REO, Investors, Real Estate Transactions
Education
University of California, Davis 1995 — 1999
B.S., Managerial Economics
Monterey Peninsula College
Realty World Dominion April 2004 - Present
Golden Lending October 2002 - April 2005
E*TRADE Financial August 1999 - September 2002
Skills
Sellers, Referrals, Negotiation, First Time Home Buyers, Short Sales, Property, Real Estate, Foreclosures, Mortgage Lending, Loans, Marketing, Investment Properties, REO, Investors, Real Estate Transactions
Education
University of California, Davis 1995 — 1999
B.S., Managerial Economics
Monterey Peninsula College
Isha Mcknight Isha Mcknight's E*TRADE Financial Experience May 2006 - January 2007
Job Supervisor New Accounts at LPL Financial
Industry Financial Services
Experience
LPL Financial June 2007 - Present
E*TRADE Financial May 2006 - January 2007
E*TRADE Financial March 2006 - June 2006
Skills
Investments, Securities, Financial Services, Retirement, Series 99, Customer Service, Process Improvement, Technology
Education
North Carolina Agricultural and Technical State University 2000 — 2004
Bachelor of Science (BS), Computer Science
LPL Financial June 2007 - Present
E*TRADE Financial May 2006 - January 2007
E*TRADE Financial March 2006 - June 2006
Skills
Investments, Securities, Financial Services, Retirement, Series 99, Customer Service, Process Improvement, Technology
Education
North Carolina Agricultural and Technical State University 2000 — 2004
Bachelor of Science (BS), Computer Science
maria liza gonzales-adajar maria liza gonzales-adajar's E*TRADE Financial Experience June 2007 - June 2008
Job Risk and control
Industry Financial Services
Experience
Morgan Stanley November 2012 - Present
Charles Schwab June 2008 - June 2012
E*TRADE Financial June 2007 - June 2008
E*Trade Financial June 2006 - June 2007
AllianceBernstein April 2000 - June 2005
Skills
Financial Risk, Settlement, Internal Controls, Middle Office, Equities, Fixed Income, Securities, Bloomberg, Portfolio Management, Capital Markets, Mutual Funds, Hedge Funds, Risk Management, Trading
Education
New Jersey City University 1996 — 2000
Bachelor Science, Finance
Morgan Stanley November 2012 - Present
Charles Schwab June 2008 - June 2012
E*TRADE Financial June 2007 - June 2008
E*Trade Financial June 2006 - June 2007
AllianceBernstein April 2000 - June 2005
Skills
Financial Risk, Settlement, Internal Controls, Middle Office, Equities, Fixed Income, Securities, Bloomberg, Portfolio Management, Capital Markets, Mutual Funds, Hedge Funds, Risk Management, Trading
Education
New Jersey City University 1996 — 2000
Bachelor Science, Finance
Jim Foley Jim Foley's E*TRADE Financial Experience June 2012 - December 2012
Job Contract Technical Writer at Google
Industry Information Technology and Services
Experience
Google April 2014 - Present
Disney Interactive October 2013 - March 2014
Zuora March 2013 - August 2013
E*TRADE Financial June 2012 - December 2012
Various Silicon Valley companies December 2011 - June 2012
Biomedical Systems August 2011 - October 2011
Thomson Reuters February 2008 - August 2011
Reuters Financial Software 2003 - 2007
Canterbury Travel & Tiger Travel Associates 1997 - 2003
University of Missouri-Columbia School of Medicine 1996 - 1999
Skills
Technical Writing, XML, Editing, Writing, API, HTML, Online Help, Documentation, CMS, Manuals, Visio, Content Management, Technical Documentation, Software Documentation, Web Content, Instructional Design, SDLC, SharePoint, Adobe Acrobat, Microsoft Office, Research, Newsletters, Analysis, Proofreading, Copy Editing, Web Applications, Agile Methodologies, Microsoft Excel, Content Development, Scrum, Technical Communication, SaaS, Databases, Training, Management, Microsoft Word, Networking, APIs, Mobile Devices, JIRA, WordPress, Visual Basic, SnagIt, User Experience, Agile Project Management, Information Architecture, Proposal Writing, FrameMaker, Blogging, Content Strategy
Education
University of Missouri-Columbia
Linguistics
New College of Florida
Google April 2014 - Present
Disney Interactive October 2013 - March 2014
Zuora March 2013 - August 2013
E*TRADE Financial June 2012 - December 2012
Various Silicon Valley companies December 2011 - June 2012
Biomedical Systems August 2011 - October 2011
Thomson Reuters February 2008 - August 2011
Reuters Financial Software 2003 - 2007
Canterbury Travel & Tiger Travel Associates 1997 - 2003
University of Missouri-Columbia School of Medicine 1996 - 1999
Skills
Technical Writing, XML, Editing, Writing, API, HTML, Online Help, Documentation, CMS, Manuals, Visio, Content Management, Technical Documentation, Software Documentation, Web Content, Instructional Design, SDLC, SharePoint, Adobe Acrobat, Microsoft Office, Research, Newsletters, Analysis, Proofreading, Copy Editing, Web Applications, Agile Methodologies, Microsoft Excel, Content Development, Scrum, Technical Communication, SaaS, Databases, Training, Management, Microsoft Word, Networking, APIs, Mobile Devices, JIRA, WordPress, Visual Basic, SnagIt, User Experience, Agile Project Management, Information Architecture, Proposal Writing, FrameMaker, Blogging, Content Strategy
Education
University of Missouri-Columbia
Linguistics
New College of Florida
Lori (Peter) Burrows Lori (Peter) Burrows's E*TRADE Financial Experience June 2011 - February 2012
Job Personal Financial Assistant at First Niagara Bank
Industry Financial Services
Experience
First Niagara Bank January 2014 - Present
Kapitall Generation LLC at Kapitall March 2013 - December 2013
TD Ameritrade May 2012 - February 2013
E*TRADE Financial June 2011 - February 2012
E*TRADE Financial August 2010 - June 2011
UBS February 2010 - July 2010
Etrade Financial August 2008 - July 2009
MJM Trading LLC November 2005 - August 2008
Ford Motor Credit August 2001 - November 2005
ManpowerGroup 2000 - 2001
Skills
Mutual Funds, Morningstar, Bloomberg Terminal, Series 7, Series 63, Series 65, Series 24, Series 55, Bonds, Fixed Income, Structured Products, Managed Accounts, Salesforce, Sales, Investment Advisory, Day Trading, Customer Service, Asset Allocation, Equities, FINRA, Portfolio Management, Financial Services, Investments, ETFs, Finance
Education
Tonawanda High School
Niagara County Community College 1994 — 1996
Associate of Arts and Sciences (A.A.S.), Human Services, General
USCS-Spartanburg
First Niagara Bank January 2014 - Present
Kapitall Generation LLC at Kapitall March 2013 - December 2013
TD Ameritrade May 2012 - February 2013
E*TRADE Financial June 2011 - February 2012
E*TRADE Financial August 2010 - June 2011
UBS February 2010 - July 2010
Etrade Financial August 2008 - July 2009
MJM Trading LLC November 2005 - August 2008
Ford Motor Credit August 2001 - November 2005
ManpowerGroup 2000 - 2001
Skills
Mutual Funds, Morningstar, Bloomberg Terminal, Series 7, Series 63, Series 65, Series 24, Series 55, Bonds, Fixed Income, Structured Products, Managed Accounts, Salesforce, Sales, Investment Advisory, Day Trading, Customer Service, Asset Allocation, Equities, FINRA, Portfolio Management, Financial Services, Investments, ETFs, Finance
Education
Tonawanda High School
Niagara County Community College 1994 — 1996
Associate of Arts and Sciences (A.A.S.), Human Services, General
USCS-Spartanburg
Nagaraj Kura Nagaraj Kura's E*TRADE Financial Experience October 2007 - March 2009
Job Senior Associate Projects at Cognizant Technology Solutions
Industry Information Technology and Services
Experience
Cognizant Technology Solutions April 2011 - Present
Cognizant Technology Solutions August 2007 - March 2011
Kohl's October 2009 - June 2010
E*TRADE Financial October 2007 - March 2009
Cognizant Technology Solutions April 2004 - July 2007
Skills
PL/SQL, SSIS, Microsoft SQL Server, XML, XSL, SQL Tuning, OBIEE, Sybase IQ, T-SQL Stored Procedures, Oracle, Informatica, SDLC, Sybase, Business Objects, Data Warehousing, ETL, Requirements Analysis, Core Java, Software Project..., SSRS, Requirements Gathering, Unix Shell Scripting
Education
National Institute of Technology Kurukshetra 1998 — 2002
B.Tech, Electronics and Communication
Cognizant Technology Solutions April 2011 - Present
Cognizant Technology Solutions August 2007 - March 2011
Kohl's October 2009 - June 2010
E*TRADE Financial October 2007 - March 2009
Cognizant Technology Solutions April 2004 - July 2007
Skills
PL/SQL, SSIS, Microsoft SQL Server, XML, XSL, SQL Tuning, OBIEE, Sybase IQ, T-SQL Stored Procedures, Oracle, Informatica, SDLC, Sybase, Business Objects, Data Warehousing, ETL, Requirements Analysis, Core Java, Software Project..., SSRS, Requirements Gathering, Unix Shell Scripting
Education
National Institute of Technology Kurukshetra 1998 — 2002
B.Tech, Electronics and Communication
Carol Phelan-Marsh Carol Phelan-Marsh's E*TRADE Financial Experience December 2002 - March 2007
Job Founder at 500 BC
Industry Marketing and Advertising
Experience
500 BC January 2011 - Present
MAXjet Airways July 2007 - February 2008
E*TRADE Financial December 2002 - March 2007
WealthCycle January 2001 - July 2002
LoanCity March 1999 - January 2001
E*TRADE Financial August 1995 - November 1998
American Century / The Benham Group 1987 - 1995
J. Walter Thompson 1981 - 1984
Skills
Business Development, Strategic Planning, Mergers, Start-ups, Strategic Partnerships, Salesforce.com, Business Strategy, Social Media, Marketing, Competitive Analysis, Analytics, New Business Development, Advertising, CRM, Email Marketing, Product Management, Strategy, Integrated Marketing, Web Analytics, Online Advertising, User Experience, Marketing Strategy, Digital Marketing, Online Marketing, Corporate Branding, Marketing Communications, Financial Services, Leadership, Brand Development, Mobile Devices, B2B, Segmentation, E-commerce, SEM, Lead Generation, Mobile Marketing, Digital Strategy, Direct Marketing, Product Marketing, Social Media Marketing, Customer Acquisition, PPC, Digital Media, Interactive Marketing, Social Networking, Content Strategy, SEO, Web Marketing
Education
Mount St. Mary's University 1975 — 1981
500 BC January 2011 - Present
MAXjet Airways July 2007 - February 2008
E*TRADE Financial December 2002 - March 2007
WealthCycle January 2001 - July 2002
LoanCity March 1999 - January 2001
E*TRADE Financial August 1995 - November 1998
American Century / The Benham Group 1987 - 1995
J. Walter Thompson 1981 - 1984
Skills
Business Development, Strategic Planning, Mergers, Start-ups, Strategic Partnerships, Salesforce.com, Business Strategy, Social Media, Marketing, Competitive Analysis, Analytics, New Business Development, Advertising, CRM, Email Marketing, Product Management, Strategy, Integrated Marketing, Web Analytics, Online Advertising, User Experience, Marketing Strategy, Digital Marketing, Online Marketing, Corporate Branding, Marketing Communications, Financial Services, Leadership, Brand Development, Mobile Devices, B2B, Segmentation, E-commerce, SEM, Lead Generation, Mobile Marketing, Digital Strategy, Direct Marketing, Product Marketing, Social Media Marketing, Customer Acquisition, PPC, Digital Media, Interactive Marketing, Social Networking, Content Strategy, SEO, Web Marketing
Education
Mount St. Mary's University 1975 — 1981
Shareef Salaam Shareef Salaam's E*TRADE Financial Experience September 2010 - March 2012
Job Associate Director AML Systems Integration and Implementation Consultant
Industry Management Consulting
Experience
Navigant April 2015 - Present
BNP Paribas August 2014 - April 2015
CIT April 2012 - June 2014
E*TRADE Financial September 2010 - March 2012
AIG July 2007 - 2009
EmblemHealth (formally GHI) May 2005 - July 2007
Salomon Brothers (Formally Salomon Smith Barney) 2000 - 2003
SBLI USA 1910 - 1910
Nkuru 1910 - 1910
Skills
Business Analysis, Risk Management, SDLC, Business Process, Business Strategy, Finance, Financial Analysis, Financial Risk, Financial Services, Management, PMO, Process Improvement, Project Management, Visio, Analysis, Banking, Analytics, Consulting, Management Consulting, Anti Money Laundering, Leadership, Requirements Analysis, Due Diligence, Program Management, Strategic Planning
Education
University of Michigan 1994 — 1998
New York University
Riverdale Country School
Navigant April 2015 - Present
BNP Paribas August 2014 - April 2015
CIT April 2012 - June 2014
E*TRADE Financial September 2010 - March 2012
AIG July 2007 - 2009
EmblemHealth (formally GHI) May 2005 - July 2007
Salomon Brothers (Formally Salomon Smith Barney) 2000 - 2003
SBLI USA 1910 - 1910
Nkuru 1910 - 1910
Skills
Business Analysis, Risk Management, SDLC, Business Process, Business Strategy, Finance, Financial Analysis, Financial Risk, Financial Services, Management, PMO, Process Improvement, Project Management, Visio, Analysis, Banking, Analytics, Consulting, Management Consulting, Anti Money Laundering, Leadership, Requirements Analysis, Due Diligence, Program Management, Strategic Planning
Education
University of Michigan 1994 — 1998
New York University
Riverdale Country School
Mark Silvestri Mark Silvestri's E*TRADE Financial Experience September 2011 - July 2013
Job Surveillance Associate at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 2014 - Present
Tradition Capital Management September 2013 - August 2014
E*TRADE Financial September 2011 - July 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Social Networking, Social Media Marketing, Marketing, Investments, Customer Service, Data Analysis, Analysis, Advertising, Access, Financial Analysis
Education
Montclair State University 2007 — 2011
Bachelor of Science (BS), Sociology
Brown Brothers Harriman August 2014 - Present
Tradition Capital Management September 2013 - August 2014
E*TRADE Financial September 2011 - July 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Social Networking, Social Media Marketing, Marketing, Investments, Customer Service, Data Analysis, Analysis, Advertising, Access, Financial Analysis
Education
Montclair State University 2007 — 2011
Bachelor of Science (BS), Sociology
Catherine Tibaaga Catherine Tibaaga's E*TRADE Financial Experience April 2013 - September 2013
Job Associate
Industry Financial Services
Experience
J.P. Morgan February 2014 - Present
E*TRADE Financial April 2013 - September 2013
Jones Lang LaSalle June 2011 - April 2013
StreamCenter, Inc May 2008 - January 2011
Freddie Mac August 2006 - December 2006
Skills
Microsoft Excel, Python, SQL, Data Analysis, Project Management, Risk Management, Visio, Access, SDLC, Analysis, Research, Software Documentation, Public Speaking, Financial Reporting, Finance, Vendor Management, Management, Accounts Receivable, Financial Accounting, Procurement, Payroll, Microsoft Word, Project Planning, JD Edwards OneView..., Agiliance, Oracle Applications, QuickBooks, DOORS, Budgets, Financial Modeling
Education
New York University 2015 — 2020
Certificate, International Banking Risk and Regulation
University of California, Berkeley 2015 — 2020
Certificate In Finance, Finance, General
Etiquette School of New York 2015 — 2015
Social Success Makeover, Finishing School for Adults
Herndon High School 2001 — 2003
Concord Academy 1999 — 2001
J.P. Morgan February 2014 - Present
E*TRADE Financial April 2013 - September 2013
Jones Lang LaSalle June 2011 - April 2013
StreamCenter, Inc May 2008 - January 2011
Freddie Mac August 2006 - December 2006
Skills
Microsoft Excel, Python, SQL, Data Analysis, Project Management, Risk Management, Visio, Access, SDLC, Analysis, Research, Software Documentation, Public Speaking, Financial Reporting, Finance, Vendor Management, Management, Accounts Receivable, Financial Accounting, Procurement, Payroll, Microsoft Word, Project Planning, JD Edwards OneView..., Agiliance, Oracle Applications, QuickBooks, DOORS, Budgets, Financial Modeling
Education
New York University 2015 — 2020
Certificate, International Banking Risk and Regulation
University of California, Berkeley 2015 — 2020
Certificate In Finance, Finance, General
Etiquette School of New York 2015 — 2015
Social Success Makeover, Finishing School for Adults
Herndon High School 2001 — 2003
Concord Academy 1999 — 2001
Tom McAneney's E*TRADE Financial Experience October 2005 - March 2006
Job Vice President,eCommerce and Customer Service at The Children's Place
Industry Retail
Experience
The Children's Place April 2010 - Present
Movado Group, Inc March 2006 - March 2010
E*TRADE Financial October 2005 - March 2006
Harrisdirect June 1995 - September 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, E-commerce, Leadership, Process Improvement, Marketing Strategy, Call Centers, Customer Satisfaction, Management, Strategic Planning, Business Analysis, Customer Experience, Business Strategy
Education
Muhlenberg College 1991 — 1995
Bachelor's degree, Economics
The Children's Place April 2010 - Present
Movado Group, Inc March 2006 - March 2010
E*TRADE Financial October 2005 - March 2006
Harrisdirect June 1995 - September 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, E-commerce, Leadership, Process Improvement, Marketing Strategy, Call Centers, Customer Satisfaction, Management, Strategic Planning, Business Analysis, Customer Experience, Business Strategy
Education
Muhlenberg College 1991 — 1995
Bachelor's degree, Economics
Cody Kittle Cody Kittle's E*TRADE Financial Experience May 2007 - September 2007
Job Analyst at Elliott Management
Industry Investment Management
Experience
N.Y. Based Hedge Fund August 2014 - Present
Wind Point Partners August 2012 - July 2014
J.P. Morgan June 2011 - August 2012
J.P. Morgan June 2010 - August 2010
Goldman Sachs June 2009 - August 2009
Tudor Investment Corporation July 2008 - September 2008
E*TRADE Financial May 2007 - September 2007
Polo Ralph Lauren August 2006 - September 2006
Education
Northwestern University 2007 — 2010
Bachelor of Arts, Mathematics
Greenwich High School 2004 — 2007
Greenwich Country Day
N.Y. Based Hedge Fund August 2014 - Present
Wind Point Partners August 2012 - July 2014
J.P. Morgan June 2011 - August 2012
J.P. Morgan June 2010 - August 2010
Goldman Sachs June 2009 - August 2009
Tudor Investment Corporation July 2008 - September 2008
E*TRADE Financial May 2007 - September 2007
Polo Ralph Lauren August 2006 - September 2006
Education
Northwestern University 2007 — 2010
Bachelor of Arts, Mathematics
Greenwich High School 2004 — 2007
Greenwich Country Day
David Oster David Oster's E*TRADE Financial Experience January 2008 - June 2011
Job Personal Banker 2 at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2014 - Present
Wells Fargo Advisors April 2014 - May 2014
Aerotek November 2012 - April 2013
Nesco Resource October 2012 - November 2012
Morgan Stanley July 2011 - November 2011
E*TRADE Financial January 2008 - June 2011
Discover Product ServicesDiscover Financial Services, Inc December 2005 - January 2008
Everwood Utah, Incorporated May 2005 - October 2005
Convergys December 2003 - May 2005
Skills
Mutual Funds, Banking, Stocks, Employee Stock Options, Restricted Stock, Variable Annuities, ESPP, Credit Cards, ETFs, Options, Index Options
Education
Salt Lake Community College 2006 — 2007
Accounting and Finance
Salt Lake Community College 2005 — 2006
Nursing
Northern Arizona University 2001 — 2002
Mechanical Engineering
Park City High 1997 — 2001
Diploma
Wells Fargo May 2014 - Present
Wells Fargo Advisors April 2014 - May 2014
Aerotek November 2012 - April 2013
Nesco Resource October 2012 - November 2012
Morgan Stanley July 2011 - November 2011
E*TRADE Financial January 2008 - June 2011
Discover Product ServicesDiscover Financial Services, Inc December 2005 - January 2008
Everwood Utah, Incorporated May 2005 - October 2005
Convergys December 2003 - May 2005
Skills
Mutual Funds, Banking, Stocks, Employee Stock Options, Restricted Stock, Variable Annuities, ESPP, Credit Cards, ETFs, Options, Index Options
Education
Salt Lake Community College 2006 — 2007
Accounting and Finance
Salt Lake Community College 2005 — 2006
Nursing
Northern Arizona University 2001 — 2002
Mechanical Engineering
Park City High 1997 — 2001
Diploma
Michael Paige Michael Paige's E*TRADE Financial Experience June 2005 - June 2008
Job Senior Project Manager at Unilever
Industry Financial Services
Experience
Unilever October 2012 - January 2015
Fiserv September 2011 - August 2012
Citi January 2011 - October 2011
Prudential Financial October 2008 - November 2010
Etrade Financial June 2005 - June 2008
School District of Philadelphia September 2003 - June 2005
New York Mercantile Exchange January 2001 - January 2003
Herzog, Heine January 2000 - January 2001
Thomson Financial Securities January 1998 - January 2000
Morgan Stanley Smith Barney January 1995 - January 1998
Skills
Investments, Analysis, Business Analysis, Project Planning, Access, Integration, Project Management, Program Management, Sales, PMO, Management, Quality Assurance, Software Documentation, CRM, Networking, Testing, Vendor Management, SharePoint, Change Management, Project Portfolio..., Requirements Analysis, SDLC, Leadership, Risk Management, Budgets, Business Process..., Resource Management, Process Improvement, ERP, Coaching
Education
New Jersey City University 1994 — 1999
BA, History
Unilever October 2012 - January 2015
Fiserv September 2011 - August 2012
Citi January 2011 - October 2011
Prudential Financial October 2008 - November 2010
Etrade Financial June 2005 - June 2008
School District of Philadelphia September 2003 - June 2005
New York Mercantile Exchange January 2001 - January 2003
Herzog, Heine January 2000 - January 2001
Thomson Financial Securities January 1998 - January 2000
Morgan Stanley Smith Barney January 1995 - January 1998
Skills
Investments, Analysis, Business Analysis, Project Planning, Access, Integration, Project Management, Program Management, Sales, PMO, Management, Quality Assurance, Software Documentation, CRM, Networking, Testing, Vendor Management, SharePoint, Change Management, Project Portfolio..., Requirements Analysis, SDLC, Leadership, Risk Management, Budgets, Business Process..., Resource Management, Process Improvement, ERP, Coaching
Education
New Jersey City University 1994 — 1999
BA, History
Sanat Shankardass Sanat Shankardass's E*TRADE Financial Experience April 2000 - April 2006
Job National Pricing Director at Freddie Mac
Industry Financial Services
Experience
Freddie Mac April 2006 - Present
Bridges Charter Public School November 2009 - Present
E*TRADE Financial April 2000 - April 2006
Sun West Mortgage Company April 1991 - December 1999
Skills
Mortgage Lending, Financial Risk, Loans, Capital Markets, Banking, Credit, Risk Management, Portfolio Management, Management, Business Development, Strategy, Executive Management, Financial Services, Finance, Fixed Income, Mergers & Acquisitions, Derivatives, Asset Management, Credit Risk, Underwriting, Credit Analysis, Investments, Mortgage Banking, MBS, Hedging, Structured Finance, Valuation, Securities, Financial Modeling, Securitization, Bonds
Education
School of Mortgage Banking 2012 — 2013
AMB - Accredited Mortgage Banker
University of California, Los Angeles 1995 — 1996
Continuing Education
University of Louisiana at Monroe 1988 — 2000
Master, MBA - Finance
Shri Ram College of Commerce 1985 — 1988
B.A. Economics (Honors)
Modern School 1978 — 1985
High School
Freddie Mac April 2006 - Present
Bridges Charter Public School November 2009 - Present
E*TRADE Financial April 2000 - April 2006
Sun West Mortgage Company April 1991 - December 1999
Skills
Mortgage Lending, Financial Risk, Loans, Capital Markets, Banking, Credit, Risk Management, Portfolio Management, Management, Business Development, Strategy, Executive Management, Financial Services, Finance, Fixed Income, Mergers & Acquisitions, Derivatives, Asset Management, Credit Risk, Underwriting, Credit Analysis, Investments, Mortgage Banking, MBS, Hedging, Structured Finance, Valuation, Securities, Financial Modeling, Securitization, Bonds
Education
School of Mortgage Banking 2012 — 2013
AMB - Accredited Mortgage Banker
University of California, Los Angeles 1995 — 1996
Continuing Education
University of Louisiana at Monroe 1988 — 2000
Master, MBA - Finance
Shri Ram College of Commerce 1985 — 1988
B.A. Economics (Honors)
Modern School 1978 — 1985
High School
Samuel Lu, CEP's E*TRADE Financial Experience September 2006 - April 2008
Job Vice President Total Rewards at Markit
Industry Financial Services
Experience
Markit May 2014 - April 2015
Thomson Reuters December 2012 - May 2014
MF Global October 2011 - June 2012
TD Ameritrade April 2010 - October 2011
Vertex Pharmaceuticals April 2008 - April 2010
E*Trade Financial September 2006 - April 2008
JPMorgan Chase May 2005 - September 2005
Merrill Lynch January 2002 - May 2002
Skills
Series 7, Series 63, Equities, Executive Pay, Deferred Compensation, Series 24, Mergers, Securities, Options, Financial Services, Stocks, Mutual Funds, FINRA, Wealth Management, Mergers & Acquisitions, PeopleSoft, Analysis
Education
New York University 2002 — 2005
Bachelor, Economics
Townsend Harris High School 2000 — 2002
Markit May 2014 - April 2015
Thomson Reuters December 2012 - May 2014
MF Global October 2011 - June 2012
TD Ameritrade April 2010 - October 2011
Vertex Pharmaceuticals April 2008 - April 2010
E*Trade Financial September 2006 - April 2008
JPMorgan Chase May 2005 - September 2005
Merrill Lynch January 2002 - May 2002
Skills
Series 7, Series 63, Equities, Executive Pay, Deferred Compensation, Series 24, Mergers, Securities, Options, Financial Services, Stocks, Mutual Funds, FINRA, Wealth Management, Mergers & Acquisitions, PeopleSoft, Analysis
Education
New York University 2002 — 2005
Bachelor, Economics
Townsend Harris High School 2000 — 2002
Matthew Murphy Matthew Murphy's E*TRADE Financial Experience June 2000 - June 2006
Job Investor, Entrepreneur and Marketer
Industry Marketing and Advertising
Experience
Renren, Inc. / Appsurdity August 2012 - Present
Startups January 2011 - Present
Gerson Lehrman Group January 2006 - Present
Bling Nation June 2010 - August 2012
Lemon.com June 2010 - August 2012
Chegg Inc. June 2009 - June 2010
Ask.com, a Division of IAC February 2009 - July 2009
MOLI June 2006 - January 2009
E*TRADE FINANCIAL June 2000 - June 2006
Education
Northwestern University - Kellogg School of Management 2006 — 2006
Certificate, Consumer Marketing Strategy
Santa Clara University 1998 — 2002
BC, Finance
Menlo School 1994 — 1998
Renren, Inc. / Appsurdity August 2012 - Present
Startups January 2011 - Present
Gerson Lehrman Group January 2006 - Present
Bling Nation June 2010 - August 2012
Lemon.com June 2010 - August 2012
Chegg Inc. June 2009 - June 2010
Ask.com, a Division of IAC February 2009 - July 2009
MOLI June 2006 - January 2009
E*TRADE FINANCIAL June 2000 - June 2006
Education
Northwestern University - Kellogg School of Management 2006 — 2006
Certificate, Consumer Marketing Strategy
Santa Clara University 1998 — 2002
BC, Finance
Menlo School 1994 — 1998
Joseph Macon Joseph Macon's E*TRADE Financial Experience July 2010 - December 2012
Job Insurance Claims Manager
Industry Insurance
Experience
TheBestIRS September 2014 - Present
McPherson Planning Local Redevelopment Authority January 2006 - Present
E.A. Renfroe & Co. January 2014 - September 2014
The Jacobson Group 2012 - 2013
E*TRADE Financial July 2010 - December 2012
The City of East Point January 2006 - December 2010
Allstate January 1999 - February 2009
Skills
Customer Service, Public Relations, Public Speaking, Strategic Planning, Community Outreach, Customer Relations, Economic Development, Problem Solving, Team Building, Non-profits, Budgets, Nonprofits, Community Development, Contract Negotiation, Fundraising, Project Management, Training, Program Management, Leadership, Government, Leadership Development, Project Planning, Event Planning, Organizational..., Event Management, Policy, Proposal Writing, Social Media, Strategy, Coaching, Analysis, Management, Insurance
Education
Morehouse College
B. A. Political Science
TheBestIRS September 2014 - Present
McPherson Planning Local Redevelopment Authority January 2006 - Present
E.A. Renfroe & Co. January 2014 - September 2014
The Jacobson Group 2012 - 2013
E*TRADE Financial July 2010 - December 2012
The City of East Point January 2006 - December 2010
Allstate January 1999 - February 2009
Skills
Customer Service, Public Relations, Public Speaking, Strategic Planning, Community Outreach, Customer Relations, Economic Development, Problem Solving, Team Building, Non-profits, Budgets, Nonprofits, Community Development, Contract Negotiation, Fundraising, Project Management, Training, Program Management, Leadership, Government, Leadership Development, Project Planning, Event Planning, Organizational..., Event Management, Policy, Proposal Writing, Social Media, Strategy, Coaching, Analysis, Management, Insurance
Education
Morehouse College
B. A. Political Science
Shuwei Hu Shuwei Hu's E*TRADE Financial Experience June 2013 - December 2013
Job Fraud Risk Analytics 888 Holdings
Industry Financial Services
Experience
BNP Paribas December 2014 - Present
888 Holdings March 2014 - November 2014
E*TRADE Financial June 2013 - December 2013
GAIN Capital January 2012 - May 2013
GAIN Capital January 2011 - December 2011
GAIN Capital December 2009 - December 2010
GAIN Capital October 2008 - November 2009
Skills
Treasury, FX Options, Financial Analysis, FX trading, Derivatives, AML, Financial Risk, Financial Services, Banking, Risk Management, Financial Markets, Cash Management, FX Trading, Salesforce.com
Education
Montclair State University
Bachelor of Science (BS), International Business & Management
BNP Paribas December 2014 - Present
888 Holdings March 2014 - November 2014
E*TRADE Financial June 2013 - December 2013
GAIN Capital January 2012 - May 2013
GAIN Capital January 2011 - December 2011
GAIN Capital December 2009 - December 2010
GAIN Capital October 2008 - November 2009
Skills
Treasury, FX Options, Financial Analysis, FX trading, Derivatives, AML, Financial Risk, Financial Services, Banking, Risk Management, Financial Markets, Cash Management, FX Trading, Salesforce.com
Education
Montclair State University
Bachelor of Science (BS), International Business & Management
Anthony Palles's E*TRADE Financial Experience August 2004 - April 2005
Job Principal Consultant
Industry Financial Services
Experience
Principal Consultant July 2015 - Present
RBC Capital Markets April 2013 - June 2015
RBC Capital Markets April 2008 - March 2013
RBC Capital Markets January 2006 - March 2008
E*TRADE Financial August 2004 - April 2005
United States Military September 1990 - September 2000
Skills
Business Analysis, SDLC, Financial System..., Legacy System Conversion, Project Planning, Project Management, Solutions Architect, Client Liason, Process Automation, Software Project..., IT Strategy, Business Requirements, Back Office, Trading Systems, Project Portfolio..., Prime Brokerage, Requirements Gathering, Management, Enterprise Architecture, Business Process..., Sybase, Interest Rate..., PMO, Credit Derivatives, Market Risk, Bonds, Swaps, Bloomberg, Hedge Funds, Portfolio Management, FX Options, Outsourcing, Options, Alternative Investments, Financial Markets, Equity Derivatives, Market Data, Electronic Trading, Settlement, Securities, Middle Office, Structured Products, Low Latency, Financial Risk, Foreign Exchange, Corporate Actions, Commodity, Collateral Management, Operational Risk, Reference Data
Education
New Jersey Institute of Technology
M.S., Management Information Systems
Rutgers University School of Business
B.S., Management
Principal Consultant July 2015 - Present
RBC Capital Markets April 2013 - June 2015
RBC Capital Markets April 2008 - March 2013
RBC Capital Markets January 2006 - March 2008
E*TRADE Financial August 2004 - April 2005
United States Military September 1990 - September 2000
Skills
Business Analysis, SDLC, Financial System..., Legacy System Conversion, Project Planning, Project Management, Solutions Architect, Client Liason, Process Automation, Software Project..., IT Strategy, Business Requirements, Back Office, Trading Systems, Project Portfolio..., Prime Brokerage, Requirements Gathering, Management, Enterprise Architecture, Business Process..., Sybase, Interest Rate..., PMO, Credit Derivatives, Market Risk, Bonds, Swaps, Bloomberg, Hedge Funds, Portfolio Management, FX Options, Outsourcing, Options, Alternative Investments, Financial Markets, Equity Derivatives, Market Data, Electronic Trading, Settlement, Securities, Middle Office, Structured Products, Low Latency, Financial Risk, Foreign Exchange, Corporate Actions, Commodity, Collateral Management, Operational Risk, Reference Data
Education
New Jersey Institute of Technology
M.S., Management Information Systems
Rutgers University School of Business
B.S., Management
Ryan Rasske's E*TRADE Financial Experience 2000 - 2003
Job SVP, Risk and Compliance Markets at American Bankers Association
Industry Executive Office
Experience
American Bankers Association February 2015 - Present
Stonier School of Banking at Wharton University August 2012 - Present
American Bankers Association April 2012 - Present
American Bankers Association National Compliance School February 2006 - Present
RiskGap Advisors, LLC November 2011 - February 2015
Associated Banc-Corp 2003 - October 2011
E*TRADE Financial 2000 - 2003
U.S. Secret Service December 1995 - 2000
Skills
Operational Risk, Operational Risk..., Compliance Management, Governance, Risk Assessment, Due Diligence, Fraud, Risk, Enterprise Risk..., AML, OFAC, Bank Secrecy Act, USA PATRIOT Act, BSA, Compliance, Risk Management, Banking, Investigations, Corporate Governance, Regulatory Risk, Management Consulting, Financial Risk, Executive Management, Business Continuity, Loans, KYC, Financial Services, Leadership, Training, Management, Business Process, Financial Institutions, Securities, Credit, Payments, Internal Audit, Credit Risk, Financial Regulation, Capital Markets, Commercial Banking, Portfolio Management, Retail Banking, Mortgage Lending, Mergers & Acquisitions, Cash Management, Credit Analysis, Treasury Management, Privacy Law, Anti Money Laundering, Risk Analysis
Education
Northwestern University 2013 — 2015
Master of Science
National Louis University
Bachelors
American Bankers Association February 2015 - Present
Stonier School of Banking at Wharton University August 2012 - Present
American Bankers Association April 2012 - Present
American Bankers Association National Compliance School February 2006 - Present
RiskGap Advisors, LLC November 2011 - February 2015
Associated Banc-Corp 2003 - October 2011
E*TRADE Financial 2000 - 2003
U.S. Secret Service December 1995 - 2000
Skills
Operational Risk, Operational Risk..., Compliance Management, Governance, Risk Assessment, Due Diligence, Fraud, Risk, Enterprise Risk..., AML, OFAC, Bank Secrecy Act, USA PATRIOT Act, BSA, Compliance, Risk Management, Banking, Investigations, Corporate Governance, Regulatory Risk, Management Consulting, Financial Risk, Executive Management, Business Continuity, Loans, KYC, Financial Services, Leadership, Training, Management, Business Process, Financial Institutions, Securities, Credit, Payments, Internal Audit, Credit Risk, Financial Regulation, Capital Markets, Commercial Banking, Portfolio Management, Retail Banking, Mortgage Lending, Mergers & Acquisitions, Cash Management, Credit Analysis, Treasury Management, Privacy Law, Anti Money Laundering, Risk Analysis
Education
Northwestern University 2013 — 2015
Master of Science
National Louis University
Bachelors
Jeremie Ruvunangiza Jeremie Ruvunangiza's E*TRADE Financial Experience Software Engineer InternIntel CorporationJanuary 2015 - Present
Job Software Engineer Intern at Intel Corporation
Industry Banking
Experience
E*TRADE Financial Software Engineer InternIntel CorporationJanuary 2015 - Present
Wells Fargo October 2008 - January 2015
Skills
Back Office, Financial Services, Equities, Securities, Risk Management, Banking, Business Analysis, Customer Service, Finance, Financial Analysis
Education
Northern Virginia Community College 2006 — 2008
E*TRADE Financial Software Engineer InternIntel CorporationJanuary 2015 - Present
Wells Fargo October 2008 - January 2015
Skills
Back Office, Financial Services, Equities, Securities, Risk Management, Banking, Business Analysis, Customer Service, Finance, Financial Analysis
Education
Northern Virginia Community College 2006 — 2008
Leslie Dancy Leslie Dancy's E*TRADE Financial Experience November 2008 - August 2011
Job Business Analysis /Financial Services Professional
Industry Financial Services
Experience
McMaster-Carr August 2011 - February 2013
E*TRADE Financial November 2008 - August 2011
SunTrust Bank January 2006 - November 2007
Capital One Bank (formerly Chevy Chase Bank) October 2004 - January 2006
Skills
Financial Analysis, Banking
Education
Morehouse College
Bachelor of Arts, Business Finance; Residential and Commercial Real
McMaster-Carr August 2011 - February 2013
E*TRADE Financial November 2008 - August 2011
SunTrust Bank January 2006 - November 2007
Capital One Bank (formerly Chevy Chase Bank) October 2004 - January 2006
Skills
Financial Analysis, Banking
Education
Morehouse College
Bachelor of Arts, Business Finance; Residential and Commercial Real
Tom Cox, PMP Tom Cox, PMP's E*TRADE Financial Experience August 2008 - August 2009
Job Application Support and Project Manager for Astellas Pharma
Industry Pharmaceuticals
Experience
Randstad Pharma August 2010 - Present
Chicago Technologies, Inc. 1998 - Present
Symphono, LLC September 2009 - July 2010
E*TRADE Financial August 2008 - August 2009
Stericycle August 2008 - January 2009
Valence Health January 2008 - July 2008
Tru Vue September 2007 - July 2008
ComEd October 2005 - August 2007
Cintas January 2004 - October 2005
United States Navy April 2002 - December 2003
Skills
Veeva, Veeva CRM, Veeva Vault, CRM, PMP, SDLC, Project Management, Validated Applications, Web Applications, Pharmaceutical..., Global Cross-Functional..., MS Project, Software Project..., SaaS, Databases, Microsoft SQL Server, Oracle, Business Intelligence, Agile Methodologies, Visio, .NET, SQL, C#, Software Development, Application Development, Testing, Data Warehousing, ASP.NET, Web Services, Business Process, VB.NET, Java, Quality Assurance, Data Mining, Visual Studio, Microsoft Project
Education
Northern Illinois University 1997 — 2001
M.S. Ed, Instructional Technology and Educational Psychology
Northern Illinois University
B.S. Computer Science, Applied Business
Randstad Pharma August 2010 - Present
Chicago Technologies, Inc. 1998 - Present
Symphono, LLC September 2009 - July 2010
E*TRADE Financial August 2008 - August 2009
Stericycle August 2008 - January 2009
Valence Health January 2008 - July 2008
Tru Vue September 2007 - July 2008
ComEd October 2005 - August 2007
Cintas January 2004 - October 2005
United States Navy April 2002 - December 2003
Skills
Veeva, Veeva CRM, Veeva Vault, CRM, PMP, SDLC, Project Management, Validated Applications, Web Applications, Pharmaceutical..., Global Cross-Functional..., MS Project, Software Project..., SaaS, Databases, Microsoft SQL Server, Oracle, Business Intelligence, Agile Methodologies, Visio, .NET, SQL, C#, Software Development, Application Development, Testing, Data Warehousing, ASP.NET, Web Services, Business Process, VB.NET, Java, Quality Assurance, Data Mining, Visual Studio, Microsoft Project
Education
Northern Illinois University 1997 — 2001
M.S. Ed, Instructional Technology and Educational Psychology
Northern Illinois University
B.S. Computer Science, Applied Business
Renuka Atale Renuka Atale's E*TRADE Financial Experience September 2008 - April 2011
Job UI Lead at Apple
Industry Computer Software
Experience
Apple via Cognizant September 2012 - Present
EMC 2011 - 2012
KreditFly, Inc. April 2011 - December 2011
E*TRADE Financial September 2008 - April 2011
Quinstreet Inc September 2005 - September 2008
Inktel Direct Inc October 2004 - September 2005
Skills
AJAX, jQuery, Subversion, JavaScript, MySQL, XML, Database Design, Eclipse, CSS, User Interface, Spring, Tomcat, User Interface Design, JSON, HTML 5, Spring Framework
Education
Northeastern Illinois University 2003 — 2005
2005, Masters Computer Science
Apple via Cognizant September 2012 - Present
EMC 2011 - 2012
KreditFly, Inc. April 2011 - December 2011
E*TRADE Financial September 2008 - April 2011
Quinstreet Inc September 2005 - September 2008
Inktel Direct Inc October 2004 - September 2005
Skills
AJAX, jQuery, Subversion, JavaScript, MySQL, XML, Database Design, Eclipse, CSS, User Interface, Spring, Tomcat, User Interface Design, JSON, HTML 5, Spring Framework
Education
Northeastern Illinois University 2003 — 2005
2005, Masters Computer Science
Jamal Spencer Jamal Spencer's E*TRADE Financial Experience January 2000 - January 2002
Job Affiliate Broker with Reliant Realty
Industry Real Estate
Experience
Reliant Realty June 2012 - Present
Melo Risk Advisors, LLC July 2013 - Present
Advocare April 2012 - Present
Lotus Energy Drink April 2012 - Present
Us Healthworks Medical Clinic May 2012 - July 2013
AmMed Direct December 2010 - April 2012
First Community Mortgage May 2010 - December 2010
United Capital Lending January 2006 - September 2010
First Tennessee Bank February 2004 - December 2005
E*TRADE Financial January 2000 - January 2002
Skills
Healthcare, Access, Banking, Customer Relations, Coaching, Customer Service, Contract Negotiation, Excel, Financial Planning, Insurance, Microsoft Office, Social Media, Newsletters, New Business Development, Outlook, PowerPoint, Photoshop, Quickbooks, Real Estate, Underwriting, Word, Valuation
Education
Morehouse College 1991 — 1997
Bachelor of Arts Degree, Finance
Westchester High School 1987 — 1991
Diploma, General
Reliant Realty June 2012 - Present
Melo Risk Advisors, LLC July 2013 - Present
Advocare April 2012 - Present
Lotus Energy Drink April 2012 - Present
Us Healthworks Medical Clinic May 2012 - July 2013
AmMed Direct December 2010 - April 2012
First Community Mortgage May 2010 - December 2010
United Capital Lending January 2006 - September 2010
First Tennessee Bank February 2004 - December 2005
E*TRADE Financial January 2000 - January 2002
Skills
Healthcare, Access, Banking, Customer Relations, Coaching, Customer Service, Contract Negotiation, Excel, Financial Planning, Insurance, Microsoft Office, Social Media, Newsletters, New Business Development, Outlook, PowerPoint, Photoshop, Quickbooks, Real Estate, Underwriting, Word, Valuation
Education
Morehouse College 1991 — 1997
Bachelor of Arts Degree, Finance
Westchester High School 1987 — 1991
Diploma, General
Julie R. Vasady-Kovacs's E*TRADE Financial Experience April 2013 - January 2015
Job Axiom Attorney Regulatory Compliance at Pershing LLC
Industry Legal Services
Experience
Axiom July 2015 - Present
E*TRADE Financial April 2013 - January 2015
Kelley Drye & Warren LLP May 2009 - March 2013
NYC Bar Association 2009 - 2012
Political Law Group 2006 - 2010
Deutsche Bank September 2006 - January 2009
Morgan Stanley May 2005 - August 2006
New York Stock Exchange August 1998 - July 2005
Office of the NY State Inspector General September 1996 - August 1998
New York County District Attorney's Office August 1988 - September 1993
Skills
Securities, Compliance, FCPA, FINRA, Risk, Litigation, Internal Investigations, Risk Management, Negotiation, Government Relations, Fraud, International Law, Government, Securities Law, Private Investigations, Securities Regulation, Policy, Criminal Law, Civil Litigation, Arbitration, Risk Assessment, Appeals, Legal Advice, Corporate Governance, Financial Risk
Education
New York University School of Law 1985 — 1988
JD, Criminal Law
Wesleyan University
BA, Russian Literature
Axiom July 2015 - Present
E*TRADE Financial April 2013 - January 2015
Kelley Drye & Warren LLP May 2009 - March 2013
NYC Bar Association 2009 - 2012
Political Law Group 2006 - 2010
Deutsche Bank September 2006 - January 2009
Morgan Stanley May 2005 - August 2006
New York Stock Exchange August 1998 - July 2005
Office of the NY State Inspector General September 1996 - August 1998
New York County District Attorney's Office August 1988 - September 1993
Skills
Securities, Compliance, FCPA, FINRA, Risk, Litigation, Internal Investigations, Risk Management, Negotiation, Government Relations, Fraud, International Law, Government, Securities Law, Private Investigations, Securities Regulation, Policy, Criminal Law, Civil Litigation, Arbitration, Risk Assessment, Appeals, Legal Advice, Corporate Governance, Financial Risk
Education
New York University School of Law 1985 — 1988
JD, Criminal Law
Wesleyan University
BA, Russian Literature
Srinivas Bade Srinivas Bade's E*TRADE Financial Experience July 2002 - July 2010
Job Principal Engineer, Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments March 2015 - Present
Infosys March 2013 - March 2015
HCL America (TIAA-CREF) August 2012 - March 2013
Convergys September 2010 - August 2012
E*TRADE Financial July 2002 - July 2010
Tekstrom Inc December 2001 - July 2002
APN Software Services January 2001 - November 2001
Tekstrom Inc August 2000 - December 2000
Skills
Linux, C, Perl, Unix, SQL Server, Shell Scripting, SQL, XML, MySQL, Tomcat, Unix Shell Scripting, Sybase, Quality Assurance, Test Automation, HTML, Testing, Subversion, Databases, J2EE, System Administration, Solaris, Performance Tuning, LoadRunner, SDLC, Java Enterprise Edition, Oracle, SOA, Agile Methodologies, Batch Processing, Web Services, Microsoft SQL Server, Spring, SOAP, PL/SQL
Education
National Institute of Information Technology 1987 — 1988
PGDCA, Computers
Shivaji University 1985 — 1987
MBA, Marketing & Finanace
Osmania University 1982 — 1985
B.Sc, Science
Nrupathunga Jr. College 1980 — 1982
Intermediate, Science
Osmania University
Bachelor of Science
Osmania University
Fidelity Investments March 2015 - Present
Infosys March 2013 - March 2015
HCL America (TIAA-CREF) August 2012 - March 2013
Convergys September 2010 - August 2012
E*TRADE Financial July 2002 - July 2010
Tekstrom Inc December 2001 - July 2002
APN Software Services January 2001 - November 2001
Tekstrom Inc August 2000 - December 2000
Skills
Linux, C, Perl, Unix, SQL Server, Shell Scripting, SQL, XML, MySQL, Tomcat, Unix Shell Scripting, Sybase, Quality Assurance, Test Automation, HTML, Testing, Subversion, Databases, J2EE, System Administration, Solaris, Performance Tuning, LoadRunner, SDLC, Java Enterprise Edition, Oracle, SOA, Agile Methodologies, Batch Processing, Web Services, Microsoft SQL Server, Spring, SOAP, PL/SQL
Education
National Institute of Information Technology 1987 — 1988
PGDCA, Computers
Shivaji University 1985 — 1987
MBA, Marketing & Finanace
Osmania University 1982 — 1985
B.Sc, Science
Nrupathunga Jr. College 1980 — 1982
Intermediate, Science
Osmania University
Bachelor of Science
Osmania University
Peter Pellizzi's E*TRADE Financial Experience 2011 - 2012
Job Partnership builder and Catalyst. Leader of growth/innovation/change initiatives. Team builder.
Industry Financial Services
Experience
Univision Communications Inc. 2013 - 2014
E*TRADE Financial 2011 - 2012
Peter N Pellizzi 2009 - 2011
Citi Cards 2001 - 2009
Citicorp Retail Services 1998 - 2001
Citicorp Retail Services 1993 - 1998
Citicorp Retail Services 1986 - 1993
Citibank 1982 - 1986
Skills
Business Development, Competitive Analysis, Strategic Partnerships, Strategy, Financial Services, Start-ups, Management, New Business Development, CRM, Team Leadership, Payments, Credit Cards, Leadership, Program Management, Strategic Planning, Risk Management, Executive Management, Mergers & Acquisitions, Team Building, Sales Management, Product Development, Relationship Management, Credit, Portfolio Management, Product Management, Project Management
Education
New York University 2010 — 2010
Graduate Certificate, Marketing Management
Pace University - Lubin School of Business 1979 — 1981
MBA, Banking and Finance
St. John's University, The Peter J. Tobin College of Business 1974 — 1978
BS, Marketing
Univision Communications Inc. 2013 - 2014
E*TRADE Financial 2011 - 2012
Peter N Pellizzi 2009 - 2011
Citi Cards 2001 - 2009
Citicorp Retail Services 1998 - 2001
Citicorp Retail Services 1993 - 1998
Citicorp Retail Services 1986 - 1993
Citibank 1982 - 1986
Skills
Business Development, Competitive Analysis, Strategic Partnerships, Strategy, Financial Services, Start-ups, Management, New Business Development, CRM, Team Leadership, Payments, Credit Cards, Leadership, Program Management, Strategic Planning, Risk Management, Executive Management, Mergers & Acquisitions, Team Building, Sales Management, Product Development, Relationship Management, Credit, Portfolio Management, Product Management, Project Management
Education
New York University 2010 — 2010
Graduate Certificate, Marketing Management
Pace University - Lubin School of Business 1979 — 1981
MBA, Banking and Finance
St. John's University, The Peter J. Tobin College of Business 1974 — 1978
BS, Marketing
Percy Elhosseine Percy Elhosseine's E*TRADE Financial Experience January 2005 - Present
Job Accounts Payable at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial January 2005 - Present
Skills
Accounting, Financial Analysis, Financial Reporting, Account Reconciliation, Accounts Payable, Finance, Internal Controls, Accounts Receivable, Auditing, Financial Accounting
Education
Morgan State University 1993 — 2000
Gonzaga College High School 1989 — 1993
E*TRADE Financial January 2005 - Present
Skills
Accounting, Financial Analysis, Financial Reporting, Account Reconciliation, Accounts Payable, Finance, Internal Controls, Accounts Receivable, Auditing, Financial Accounting
Education
Morgan State University 1993 — 2000
Gonzaga College High School 1989 — 1993
Jason R. Hottle's E*TRADE Financial Experience December 2004 - July 2010
Job Regulatory Relations, Servicing Oversight, Organizational Development, and Loss Mitigation Leader
Industry Financial Services
Experience
JPMorgan Chase October 2012 - Present
Fannie Mae August 2010 - October 2012
E*TRADE Financial December 2004 - July 2010
JPMorgan Chase January 1998 - November 2004
Skills
Regulatory Compliance, Loan Servicing, Mortgage Lending, Loans, Mortgage Banking, Mortgage Servicing, Loss Mitigation, Credit Risk, Program Management, Operations Management, Strategic Planning, Internal Controls, Policy, Operating Budgets, Budget Forecasts, Regulatory Reporting, Regulatory Filings, Business Relationship..., Risk Analysis
Education
Mount Vernon Nazarene University
Bachelor’s Degree, Business Administration
University of Phoenix
MBA, Business Administration and Management
JPMorgan Chase October 2012 - Present
Fannie Mae August 2010 - October 2012
E*TRADE Financial December 2004 - July 2010
JPMorgan Chase January 1998 - November 2004
Skills
Regulatory Compliance, Loan Servicing, Mortgage Lending, Loans, Mortgage Banking, Mortgage Servicing, Loss Mitigation, Credit Risk, Program Management, Operations Management, Strategic Planning, Internal Controls, Policy, Operating Budgets, Budget Forecasts, Regulatory Reporting, Regulatory Filings, Business Relationship..., Risk Analysis
Education
Mount Vernon Nazarene University
Bachelor’s Degree, Business Administration
University of Phoenix
MBA, Business Administration and Management
Ben Lieberman's E*TRADE Financial Experience September 2012 - February 2013
Job Director of Recruiting at Nvent | Big Data Talent Acquisition Specialist | Big Data Hadoop Recruitment Specialist
Industry Information Technology and Services
Experience
Nvent June 2015 - Present
Think Big, A Teradata Company September 2014 - June 2015
Think Big Analytics January 2014 - September 2014
Think Big Analytics March 2013 - June 2014
E*TRADE Financial September 2012 - February 2013
E*TRADE Financial June 2011 - August 2012
Blindsource of Bozeman Inc June 2006 - August 2011
Morgan Stanley Smith Barney May 2010 - May 2011
Bob Trailers March 2006 - September 2006
CenturyLink September 2004 - December 2005
Skills
Technical Recruiting, Talent Acquisition, Big Data Recruiting, Problem Solving, Management, Team-oriented, Business Development, Training, Sales Operations, Business Intelligence, Account Management, Leadership, Sales, Lead Generation, Customer Service, Product Management, Negotiation, CRM, Strategy, Salesforce.com, Budgets, Entrepreneurship, Call Centers, Marketing, Start-ups, Teamwork, Inside Sales, Sales Management, Hadoop, Selling, Analytics, Analysis, Call Center, General Operations, Customer Acquisition, Research, Team Oriented, Project Management, Budgeting, Sales Support, High Energy
Education
Montana State University-Bozeman 1995 — 2001
Bachelor of Science, Business Administration; Marketing Emphasis
Avon Old Farms 1991 — 1994
Nvent June 2015 - Present
Think Big, A Teradata Company September 2014 - June 2015
Think Big Analytics January 2014 - September 2014
Think Big Analytics March 2013 - June 2014
E*TRADE Financial September 2012 - February 2013
E*TRADE Financial June 2011 - August 2012
Blindsource of Bozeman Inc June 2006 - August 2011
Morgan Stanley Smith Barney May 2010 - May 2011
Bob Trailers March 2006 - September 2006
CenturyLink September 2004 - December 2005
Skills
Technical Recruiting, Talent Acquisition, Big Data Recruiting, Problem Solving, Management, Team-oriented, Business Development, Training, Sales Operations, Business Intelligence, Account Management, Leadership, Sales, Lead Generation, Customer Service, Product Management, Negotiation, CRM, Strategy, Salesforce.com, Budgets, Entrepreneurship, Call Centers, Marketing, Start-ups, Teamwork, Inside Sales, Sales Management, Hadoop, Selling, Analytics, Analysis, Call Center, General Operations, Customer Acquisition, Research, Team Oriented, Project Management, Budgeting, Sales Support, High Energy
Education
Montana State University-Bozeman 1995 — 2001
Bachelor of Science, Business Administration; Marketing Emphasis
Avon Old Farms 1991 — 1994
Benjamin McKay's E*TRADE Financial Experience November 2006 - June 2008
Job Director/Producer at BGM Productions
Industry Entertainment
Experience
Oddball Films July 2015 - Present
BGM Productions July 2010 - Present
"Trooper" (feature film) November 2008 - December 2009
Etrade Financial November 2006 - June 2008
The Thomas Collective March 2007 - June 2007
Gap Inc. June 2004 - June 2006
Citysearch.com February 2003 - May 2004
AOL October 2001 - December 2002
Skills
Social Media, Editing, Digital Media, Social Media Marketing, Digital Marketing, Digital Strategy, Copywriting, Video, Event Management, Online Advertising, Event Planning, Advertising, Editorial, Entertainment, Creative Direction, Content Management, Marketing Strategy, E-commerce, Video Production, New Media, Public Relations, Content Strategy, Photoshop, Marketing, Final Cut Pro, Facebook, Video Editing, Film Production, Avid Media Composer, Cinematography, Digital Video, Creative Writing, Producing
Education
New York University
B.A., Film/Television Production
Oddball Films July 2015 - Present
BGM Productions July 2010 - Present
"Trooper" (feature film) November 2008 - December 2009
Etrade Financial November 2006 - June 2008
The Thomas Collective March 2007 - June 2007
Gap Inc. June 2004 - June 2006
Citysearch.com February 2003 - May 2004
AOL October 2001 - December 2002
Skills
Social Media, Editing, Digital Media, Social Media Marketing, Digital Marketing, Digital Strategy, Copywriting, Video, Event Management, Online Advertising, Event Planning, Advertising, Editorial, Entertainment, Creative Direction, Content Management, Marketing Strategy, E-commerce, Video Production, New Media, Public Relations, Content Strategy, Photoshop, Marketing, Final Cut Pro, Facebook, Video Editing, Film Production, Avid Media Composer, Cinematography, Digital Video, Creative Writing, Producing
Education
New York University
B.A., Film/Television Production
Alec Doughty's E*TRADE Financial Experience April 2001 - April 2003
Job Technical Solutions Engineer
Industry Computer Networking
Experience
Self Employed December 2010 - Present
Essential Labs (a division of Essential Wholesale) March 2009 - September 2009
WaMu April 2003 - January 2009
Washington Mutual Bank 2003 - January 2009
E*TRADE Financial April 2001 - April 2003
eAdvisor, Inc. September 2000 - April 2001
Ernst & Young March 2000 - September 2000
Ernst & Young March 1996 - February 2000
Skills
Project Management, Visio, SharePoint, Vendor Management, Team Leadership, Risk Management, Program Management, Business Analysis, Cross-functional Team..., Process Improvement, Strategic Planning, Team Building, Leadership, Integration, Disaster Recovery, SDLC, Networking, Data Center, Security
Education
Multnomah University 1988 — 1990
American College of Sports Medicine
Exercise Physiology
Self Employed December 2010 - Present
Essential Labs (a division of Essential Wholesale) March 2009 - September 2009
WaMu April 2003 - January 2009
Washington Mutual Bank 2003 - January 2009
E*TRADE Financial April 2001 - April 2003
eAdvisor, Inc. September 2000 - April 2001
Ernst & Young March 2000 - September 2000
Ernst & Young March 1996 - February 2000
Skills
Project Management, Visio, SharePoint, Vendor Management, Team Leadership, Risk Management, Program Management, Business Analysis, Cross-functional Team..., Process Improvement, Strategic Planning, Team Building, Leadership, Integration, Disaster Recovery, SDLC, Networking, Data Center, Security
Education
Multnomah University 1988 — 1990
American College of Sports Medicine
Exercise Physiology
Liensa Rouse Liensa Rouse's E*TRADE Financial Experience July 2013 - Present
Job Sr. Manager, Mobile Product Management at E*TRADE Financial
Industry Wireless
Experience
E*TRADE Financial Corporation January 2015 - Present
E*TRADE Financial July 2013 - Present
E*TRADE Financial August 2012 - July 2013
E*TRADE Financial October 2010 - August 2012
2ergo group plc 2010 - October 2010
2ergo group plc 2009 - 2010
2ergo 2008 - 2009
Proteus 2006 - 2008
Skills
Mobile Devices, Product Management, Strategic Partnerships, Mobile Applications, Business Development, Product Marketing, Lead Generation, Analytics, Agile Methodologies, SDLC, Sales, Account Management, Management, Strategy, E-commerce, Digital Strategy, Marketing Strategy
Education
Northwestern University 2001 — 2005
BS, Industrial Engineering & Management Science, French
E*TRADE Financial Corporation January 2015 - Present
E*TRADE Financial July 2013 - Present
E*TRADE Financial August 2012 - July 2013
E*TRADE Financial October 2010 - August 2012
2ergo group plc 2010 - October 2010
2ergo group plc 2009 - 2010
2ergo 2008 - 2009
Proteus 2006 - 2008
Skills
Mobile Devices, Product Management, Strategic Partnerships, Mobile Applications, Business Development, Product Marketing, Lead Generation, Analytics, Agile Methodologies, SDLC, Sales, Account Management, Management, Strategy, E-commerce, Digital Strategy, Marketing Strategy
Education
Northwestern University 2001 — 2005
BS, Industrial Engineering & Management Science, French
Justina Lyon Justina Lyon's E*TRADE Financial Experience July 2009 - November 2009
Job Looking for a new Opportunity!
Industry Human Resources
Experience
ProCare One Nurses May 2015 - July 2015
Quadrant October 2010 - May 2011
Cisco June 2010 - October 2010
E*TRADE Financial July 2009 - November 2009
SAIC November 2008 - July 2009
Skills
Customer Service, Administrative..., Microsoft Excel, Microsoft Office, C++, Analysis, Human Resources, Interviews, Microsoft Word, Office Management, Recruiting, Time Management, System Administration, Training, Windows Server, Security, Outlook, Data Entry, Management, Sales, Social Media, Applicant Tracking..., Leadership, Temporary Placement, Talent Acquisition, Internet Recruiting
Education
Penn State University 2013 — 2015
Bachelor of Science (BS), Economics, 3.77
Northern Virginia Community College 2010 — 2010
Associate of Science (AS), General Studies
ProCare One Nurses May 2015 - July 2015
Quadrant October 2010 - May 2011
Cisco June 2010 - October 2010
E*TRADE Financial July 2009 - November 2009
SAIC November 2008 - July 2009
Skills
Customer Service, Administrative..., Microsoft Excel, Microsoft Office, C++, Analysis, Human Resources, Interviews, Microsoft Word, Office Management, Recruiting, Time Management, System Administration, Training, Windows Server, Security, Outlook, Data Entry, Management, Sales, Social Media, Applicant Tracking..., Leadership, Temporary Placement, Talent Acquisition, Internet Recruiting
Education
Penn State University 2013 — 2015
Bachelor of Science (BS), Economics, 3.77
Northern Virginia Community College 2010 — 2010
Associate of Science (AS), General Studies
Terrell Mobley's E*TRADE Financial Experience January 2008 - October 2011
Job FCC QA AML ANALYST at Standard Chartered Bank
Industry Financial Services
Experience
FIS April 2014 - December 2014
The Hilltop Companies January 2014 - April 2014
SunTrust Mortgage February 2013 - December 2013
SolomonEdwardsGroup October 2011 - February 2013
Etrade Financial January 2008 - October 2011
Mortgage Data Management Corp. January 2005 - January 2008
Indecomm Global Services 2003 - 2005
Skills
Underwriting, Default, Loans, Mortgage Lending, Credit, Loss Mitigation, Mortgage Servicing, Foreclosures, Fraud, Mortgage Underwriting, Residential Mortgages, Loan Origination, Credit Analysis, Mortgage Banking, Retail Banking, Commercial Banking, Asset Management, Banking
Education
North Carolina State University
FIS April 2014 - December 2014
The Hilltop Companies January 2014 - April 2014
SunTrust Mortgage February 2013 - December 2013
SolomonEdwardsGroup October 2011 - February 2013
Etrade Financial January 2008 - October 2011
Mortgage Data Management Corp. January 2005 - January 2008
Indecomm Global Services 2003 - 2005
Skills
Underwriting, Default, Loans, Mortgage Lending, Credit, Loss Mitigation, Mortgage Servicing, Foreclosures, Fraud, Mortgage Underwriting, Residential Mortgages, Loan Origination, Credit Analysis, Mortgage Banking, Retail Banking, Commercial Banking, Asset Management, Banking
Education
North Carolina State University
ATHENA MCBRIDE's E*TRADE Financial Experience June 2007 - September 2008
Job Payment Verification Specialist at Western Union Business Solutions
Industry Financial Services
Experience
Western Union Business Solutions September 2008 - Present
E*TRADE Financial June 2007 - September 2008
Education
Northern Virginia Community College 2011 — 2013
Associate of Science (A.S.), Business Administration and Management, General, 3.33
Western Union Business Solutions September 2008 - Present
E*TRADE Financial June 2007 - September 2008
Education
Northern Virginia Community College 2011 — 2013
Associate of Science (A.S.), Business Administration and Management, General, 3.33
Mark J. Robertson, Jr. Mark J. Robertson, Jr.'s E*TRADE Financial Experience September 2013 - Present
Job Sr. Financial Services Representative at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial September 2013 - Present
World Omni Financial Corp/ Southeast Toyota Finance June 2011 - July 2013
Future Seekers Inc August 2010 - May 2011
City National Bank June 2010 - August 2010
Raytheon June 2009 - August 2009
Skills
Finance, Forecasting, Customer Service, Process Improvement, Credit, Financial Analysis, Portfolio Management, Microsoft Excel, Call Centers, Risk Management, Financial Reporting, Microsoft Office, Financial Modeling, Accounting, Corporate Finance, Microsoft Word, Series 7, Series 63
Education
Morehouse College 2007 — 2011
Bachelors of Art, Finance
Palisades Charter High School 2003 — 2007
E*TRADE Financial September 2013 - Present
World Omni Financial Corp/ Southeast Toyota Finance June 2011 - July 2013
Future Seekers Inc August 2010 - May 2011
City National Bank June 2010 - August 2010
Raytheon June 2009 - August 2009
Skills
Finance, Forecasting, Customer Service, Process Improvement, Credit, Financial Analysis, Portfolio Management, Microsoft Excel, Call Centers, Risk Management, Financial Reporting, Microsoft Office, Financial Modeling, Accounting, Corporate Finance, Microsoft Word, Series 7, Series 63
Education
Morehouse College 2007 — 2011
Bachelors of Art, Finance
Palisades Charter High School 2003 — 2007
Gina Scardigno Gina Scardigno's E*TRADE Financial Experience August 2006 - March 2007
Job Account Manager at Smart Tuition
Industry Education Management
Experience
Smart Tuition January 2012 - May 2015
Computershare May 2007 - October 2011
E*Trade Financial August 2006 - March 2007
UBS Financial Services Inc. May 1999 - August 2006
Skills
Account Management, Salesforce.com, Sales, New Business Development, Sales Management, Customer Service, Team Building, CRM, Leadership, Sales Process, Solution Selling, Marketing, Coaching, Key Account Management, Team Leadership, B2B, Marketing Strategy
Education
New Jersey City University 2002 — 2005
Bachelor of Science (B.S.), Sociology
New Jersey City University 1994 — 2005
•B.A., Sociology, Sociology
Smart Tuition January 2012 - May 2015
Computershare May 2007 - October 2011
E*Trade Financial August 2006 - March 2007
UBS Financial Services Inc. May 1999 - August 2006
Skills
Account Management, Salesforce.com, Sales, New Business Development, Sales Management, Customer Service, Team Building, CRM, Leadership, Sales Process, Solution Selling, Marketing, Coaching, Key Account Management, Team Leadership, B2B, Marketing Strategy
Education
New Jersey City University 2002 — 2005
Bachelor of Science (B.S.), Sociology
New Jersey City University 1994 — 2005
•B.A., Sociology, Sociology
Nisheet Verma Nisheet Verma's E*TRADE Financial Experience April 2007 - July 2011
Job Senior Director of Engineering at Ellie Mae
Industry Computer Software
Experience
Ellie Mae April 2015 - Present
Intuit September 2012 - March 2015
Rearden Commerce July 2011 - July 2012
E*Trade Financial April 2007 - July 2011
RedEnvelope.com December 2006 - April 2007
Inovis Inc August 2004 - December 2006
Errigal Telecom Solutions November 2003 - July 2004
MCI Worldcom June 2002 - November 2003
Rioport.com December 1999 - February 2002
Providian Financials May 1999 - December 1999
Skills
Agile Methodologies, SDLC, Scrum, Web Services, Product Management, Enterprise Software, Java, Cross-functional Team..., REST, Unix, Project Management, Databases, Spring, Agile Project Management, Software Project..., SOA, Hibernate, Oracle, Team Leadership, SQL, Enterprise Architecture, Linux, SOAP, Backend Development, XML, Maven, JUnit, MySQL, Memcached, Team Building, Career Development, Vendor Management, Database-driven Web..., Sun Certified Java..., Servlets, JSP, Ant, Mockito, Informix, Perforce, Subversion, Tortoise CVS, Financial Systems, Distributed Team..., User Interface Design, XSLT, Dell Boomi, Spring Framework, RESTful WebServices
Education
Santa Clara University - Leavey School of Business 2005 — 2008
MBA, Marketing
Netaji Subhas Institute of Technology 1992 — 1996
BE, Instruementation & Control Engineering
DU
DU
Ellie Mae April 2015 - Present
Intuit September 2012 - March 2015
Rearden Commerce July 2011 - July 2012
E*Trade Financial April 2007 - July 2011
RedEnvelope.com December 2006 - April 2007
Inovis Inc August 2004 - December 2006
Errigal Telecom Solutions November 2003 - July 2004
MCI Worldcom June 2002 - November 2003
Rioport.com December 1999 - February 2002
Providian Financials May 1999 - December 1999
Skills
Agile Methodologies, SDLC, Scrum, Web Services, Product Management, Enterprise Software, Java, Cross-functional Team..., REST, Unix, Project Management, Databases, Spring, Agile Project Management, Software Project..., SOA, Hibernate, Oracle, Team Leadership, SQL, Enterprise Architecture, Linux, SOAP, Backend Development, XML, Maven, JUnit, MySQL, Memcached, Team Building, Career Development, Vendor Management, Database-driven Web..., Sun Certified Java..., Servlets, JSP, Ant, Mockito, Informix, Perforce, Subversion, Tortoise CVS, Financial Systems, Distributed Team..., User Interface Design, XSLT, Dell Boomi, Spring Framework, RESTful WebServices
Education
Santa Clara University - Leavey School of Business 2005 — 2008
MBA, Marketing
Netaji Subhas Institute of Technology 1992 — 1996
BE, Instruementation & Control Engineering
DU
DU
Nicholas Pagano Nicholas Pagano's E*TRADE Financial Experience December 2012 - Present
Job Operations Specialist at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial December 2012 - Present
Berkeley College (Contractor) October 2012 - November 2012
Monmouth University January 2011 - May 2012
The Burgiss Group June 2011 - August 2011
Skills
Microsoft Excel, Research, Microsoft Office, PowerPoint, Microsoft Word, Project Management
Education
Monmouth University 2008 — 2012
Bachelor of Science (BS), Finance, General
E*TRADE Financial December 2012 - Present
Berkeley College (Contractor) October 2012 - November 2012
Monmouth University January 2011 - May 2012
The Burgiss Group June 2011 - August 2011
Skills
Microsoft Excel, Research, Microsoft Office, PowerPoint, Microsoft Word, Project Management
Education
Monmouth University 2008 — 2012
Bachelor of Science (BS), Finance, General
Emily Lucht Emily Lucht's E*TRADE Financial Experience September 2008 - April 2011
Job Manager of Education and Development at inContact
Industry Computer Software
Experience
inContact August 2011 - Present
Jr. League of Salt Lake City February 2010 - Present
E*TRADE Financial September 2008 - April 2011
E*TRADE Financial February 2006 - September 2008
E*TRADE Financial October 2002 - February 2006
Skills
Captivate, E-Learning, Content Development, Recruiting, Training Facilitation, Job Coaching, Project Management, Coaching, Cloud Computing, Employee Engagement, Salesforce.com, Employee Training, Non-profits, SaaS, Employee Recognition, Group Dynamics, Presentations, Photoshop, SharePoint, Camtasia, Employee Handbooks, Employee Management, Finance, Workshop Facilitation, Articulate Suite, Brokerage, Telecommunications, Project Planning, Culture Change, Employee Surveys, Content Management, Technical Writing, Call Center, Strategic Planning, Software Project..., Nonprofits, Onboarding
Education
University of California, Davis
B.A., Organizational Studies
National University
MBA
inContact August 2011 - Present
Jr. League of Salt Lake City February 2010 - Present
E*TRADE Financial September 2008 - April 2011
E*TRADE Financial February 2006 - September 2008
E*TRADE Financial October 2002 - February 2006
Skills
Captivate, E-Learning, Content Development, Recruiting, Training Facilitation, Job Coaching, Project Management, Coaching, Cloud Computing, Employee Engagement, Salesforce.com, Employee Training, Non-profits, SaaS, Employee Recognition, Group Dynamics, Presentations, Photoshop, SharePoint, Camtasia, Employee Handbooks, Employee Management, Finance, Workshop Facilitation, Articulate Suite, Brokerage, Telecommunications, Project Planning, Culture Change, Employee Surveys, Content Management, Technical Writing, Call Center, Strategic Planning, Software Project..., Nonprofits, Onboarding
Education
University of California, Davis
B.A., Organizational Studies
National University
MBA
Joseph Mantione Joseph Mantione's E*TRADE Financial Experience May 2006 - May 2009
Job Financial Services Professional
Industry Financial Services
Experience
Scottrade August 2009 - Present
E*TRADE Financial May 2006 - May 2009
Education
New Jersey City University 2003 — 2007
Finance
Scottrade August 2009 - Present
E*TRADE Financial May 2006 - May 2009
Education
New Jersey City University 2003 — 2007
Finance
Sheri Levine Sheri Levine's E*TRADE Financial Experience June 2006 - August 2007
Job Real Estate Services Coordinator at CBRE
Industry Real Estate
Experience
CBRE May 2015 - Present
Aramark June 2014 - May 2015
Operating Engineers Local 99 November 2013 - January 2014
EMCOR Facilities Services October 2008 - October 2013
Fortigent LLC August 2007 - June 2008
Etrade Financial June 2006 - August 2007
Fidelity Investments March 1999 - June 2006
Fidelity Investments January 1999 - June 2001
Skills
Human Resources, Analysis, Team Building, Employee Relations, Customer Service, Vendor Management, Process Improvement, Facilities Management, Leadership, Microsoft Excel, Training, Employee Benefits, Financial Analysis, Team Leadership, Research, Marketing, Microsoft Office, Business Analysis, Software Documentation, Union Labor, PowerPoint, Union Agreements, Employee Training, Hands-on Training, Database Administration, Data Validation, Investments, Building Relationships, Maintaining Procedures, Property Management
Education
Northeastern University 1996 — 2001
Bachelor of Science (B.S.), Sociology
CBRE May 2015 - Present
Aramark June 2014 - May 2015
Operating Engineers Local 99 November 2013 - January 2014
EMCOR Facilities Services October 2008 - October 2013
Fortigent LLC August 2007 - June 2008
Etrade Financial June 2006 - August 2007
Fidelity Investments March 1999 - June 2006
Fidelity Investments January 1999 - June 2001
Skills
Human Resources, Analysis, Team Building, Employee Relations, Customer Service, Vendor Management, Process Improvement, Facilities Management, Leadership, Microsoft Excel, Training, Employee Benefits, Financial Analysis, Team Leadership, Research, Marketing, Microsoft Office, Business Analysis, Software Documentation, Union Labor, PowerPoint, Union Agreements, Employee Training, Hands-on Training, Database Administration, Data Validation, Investments, Building Relationships, Maintaining Procedures, Property Management
Education
Northeastern University 1996 — 2001
Bachelor of Science (B.S.), Sociology
Alexander DeTrano Alexander DeTrano's E*TRADE Financial Experience September 2012 - July 2013
Job Security Researcher at Intel
Industry Computer & Network Security
Experience
Intel Corporation June 2015 - Present
Intel Corporation January 2015 - May 2015
E*TRADE Financial September 2012 - July 2013
AvePoint September 2011 - March 2012
AvePoint October 2010 - September 2011
Villanova University: Center for Advanced Communications June 2009 - August 2009
Skills
PPC, Analytics, Email Marketing, Salesforce.com, SEO, Marketing, Lead Generation, Google Analytics, Online Marketing, Web Analytics, SEM, Online Advertising, Business Intelligence, SaaS, Google Adwords, CRM, Multi-channel Marketing, Microsoft Excel, C
Education
New York University 2013 — 2015
Master’s Degree, Electrical Engineering
Villanova University 2006 — 2010
Bachelor of Science, Electrical Engineering
Intel Corporation June 2015 - Present
Intel Corporation January 2015 - May 2015
E*TRADE Financial September 2012 - July 2013
AvePoint September 2011 - March 2012
AvePoint October 2010 - September 2011
Villanova University: Center for Advanced Communications June 2009 - August 2009
Skills
PPC, Analytics, Email Marketing, Salesforce.com, SEO, Marketing, Lead Generation, Google Analytics, Online Marketing, Web Analytics, SEM, Online Advertising, Business Intelligence, SaaS, Google Adwords, CRM, Multi-channel Marketing, Microsoft Excel, C
Education
New York University 2013 — 2015
Master’s Degree, Electrical Engineering
Villanova University 2006 — 2010
Bachelor of Science, Electrical Engineering
Rick Corcoran Rick Corcoran's E*TRADE Financial Experience 2007 - 2008
Job Project Manager Wells Fargo
Industry Financial Services
Experience
Wachovia Securities July 2010 - Present
WELLS FARGO ADVISORS, St. Louis, MO 2003 - Present
Global Financial Services 2000 - Present
JP Morgan Chase Swindon, England 2008 - 2009
Etrade Financial 2007 - 2008
A. G. Edwards 2003 - 2004
Midland Walwyn Capital Corp 1990 - 1991
Skills
FINRA, Risk Management, Integration, Bonds, Leadership, Project Management, Training, Vendor Management, Business Analysis, Process Improvement, Requirements Gathering, Back Office, Relationship Management, Mergers, Mutual Funds, Financial Services, Corporate Actions, Securities, Account Reconciliation, Banking, Financial Risk, Mergers & Acquisitions, Equities, Budgets, Series 7, Portfolio Management, Security, Credit, Management, Options, Analysis, Requirements Analysis, Fixed Income, SDLC, Asset Managment, Retirement, Strategic Financial..., Investments, Visio, Investment Banking, Middle Office, Financial Analysis, Finance, Brokers, Capital Markets, Series 63, Business Requirements, Strategic Planning, Asset Management, Trading
Education
Canadian Securities Institute 1993 — 1993
Canadian Securities Course
New York University 1967 — 1970
BS, Chemical Engineering
Wachovia Securities July 2010 - Present
WELLS FARGO ADVISORS, St. Louis, MO 2003 - Present
Global Financial Services 2000 - Present
JP Morgan Chase Swindon, England 2008 - 2009
Etrade Financial 2007 - 2008
A. G. Edwards 2003 - 2004
Midland Walwyn Capital Corp 1990 - 1991
Skills
FINRA, Risk Management, Integration, Bonds, Leadership, Project Management, Training, Vendor Management, Business Analysis, Process Improvement, Requirements Gathering, Back Office, Relationship Management, Mergers, Mutual Funds, Financial Services, Corporate Actions, Securities, Account Reconciliation, Banking, Financial Risk, Mergers & Acquisitions, Equities, Budgets, Series 7, Portfolio Management, Security, Credit, Management, Options, Analysis, Requirements Analysis, Fixed Income, SDLC, Asset Managment, Retirement, Strategic Financial..., Investments, Visio, Investment Banking, Middle Office, Financial Analysis, Finance, Brokers, Capital Markets, Series 63, Business Requirements, Strategic Planning, Asset Management, Trading
Education
Canadian Securities Institute 1993 — 1993
Canadian Securities Course
New York University 1967 — 1970
BS, Chemical Engineering
Lisa Nash's E*TRADE Financial Experience 1998 - 2002
Job Chief Marketing Officer at Thrive Networks; Executive Director, Blue Planet Network
Industry Nonprofit Organization Management
Experience
Thrive Networks September 2013 - Present
BLUE PLANET NETWORK March 2008 - Present
LN Marketing Associates 2004 - 2008
Prosper.com 2005 - 2005
Yahoo! Inc. 2002 - 2004
E*TRADE Financial 1998 - 2002
Charles Schwab 1997 - 1998
VISA 1991 - 1997
American Express 1983 - 1990
Skills
Marketing, Negotiation, Inspiration, Public Speaking, Direct Marketing, Customer Experience, Marketing Strategy, Non-profits, Nonprofits, Start-ups, Business Development, Fundraising, Digital Marketing, New Business Development, Integrated Marketing, Program Management, Market Research, Product Management, Strategy, Marketing Communications, Strategic Partnerships, Business Strategy, Strategic Planning, Analytics, Leadership, Online Marketing, Public Relations, Social Media Marketing, Entrepreneurship, Business Planning, Financial Services, SEO, Segmentation, CRM, Social Media, Product Marketing, Project Management, Market Analysis, Competitive Analysis, Event Management, Digital Strategy, E-commerce, Online Advertising, Email Marketing, International..., SEM, Lead Generation, Brand Development, Marketing Management, Web Analytics
Education
National Taiwan Normal University 1981 — 1982
Graduate Certificate, Mandarin Chinese
The Chinese University of Hong Kong 1980 — 1981
Graduate Certificate, Mandarin Chinese
Swarthmore College 1976 — 1980
BA, Political Science/History/Asian Studies, Graduated with Honors
Thrive Networks September 2013 - Present
BLUE PLANET NETWORK March 2008 - Present
LN Marketing Associates 2004 - 2008
Prosper.com 2005 - 2005
Yahoo! Inc. 2002 - 2004
E*TRADE Financial 1998 - 2002
Charles Schwab 1997 - 1998
VISA 1991 - 1997
American Express 1983 - 1990
Skills
Marketing, Negotiation, Inspiration, Public Speaking, Direct Marketing, Customer Experience, Marketing Strategy, Non-profits, Nonprofits, Start-ups, Business Development, Fundraising, Digital Marketing, New Business Development, Integrated Marketing, Program Management, Market Research, Product Management, Strategy, Marketing Communications, Strategic Partnerships, Business Strategy, Strategic Planning, Analytics, Leadership, Online Marketing, Public Relations, Social Media Marketing, Entrepreneurship, Business Planning, Financial Services, SEO, Segmentation, CRM, Social Media, Product Marketing, Project Management, Market Analysis, Competitive Analysis, Event Management, Digital Strategy, E-commerce, Online Advertising, Email Marketing, International..., SEM, Lead Generation, Brand Development, Marketing Management, Web Analytics
Education
National Taiwan Normal University 1981 — 1982
Graduate Certificate, Mandarin Chinese
The Chinese University of Hong Kong 1980 — 1981
Graduate Certificate, Mandarin Chinese
Swarthmore College 1976 — 1980
BA, Political Science/History/Asian Studies, Graduated with Honors
Terence Hall's E*TRADE Financial Experience March 2002 - September 2002
Job
Industry Information Technology and Services
Experience
Michael Kors September 2012 - Present
Sotheby's September 2002 - August 2012
E*Trade Financial March 2002 - September 2002
Tradescape Technologies (Acquired by E*Trade in 2002) March 1999 - April 2002
National Video Center November 1997 - March 1999
NY1 News February 1998 - December 1998
WTNH-TV May 1996 - November 1997
WFLN-FM RADIO in Philadelphia March 1995 - April 1996
GREATER MEDIA CABLE July 1994 - March 1996
National Academy of Television Arts and Sciences, Mid-Atlantic Chapter September 1995 - September 1995
Skills
Cisco IOS, Cisco Switches, Cisco Wireless, Cisco devices, HTML, HTML5, CSS, PHP, WAN, IP, Wireless Networking, Visio, LAN, TCP/IP, Frame Relay, T1, DS3, DMZ, css3, PowerPoint, Websense, Aptana, NTP, Multiplexers, XAML, C#, .NET, Cisco Nexus, Cisco Technologies, HTML 5
Education
New York Institute of Technology 2006 — 2008
MBA, Technology Management
Temple University 1991 — 1996
BA, Broadcast Communications
Michael Kors September 2012 - Present
Sotheby's September 2002 - August 2012
E*Trade Financial March 2002 - September 2002
Tradescape Technologies (Acquired by E*Trade in 2002) March 1999 - April 2002
National Video Center November 1997 - March 1999
NY1 News February 1998 - December 1998
WTNH-TV May 1996 - November 1997
WFLN-FM RADIO in Philadelphia March 1995 - April 1996
GREATER MEDIA CABLE July 1994 - March 1996
National Academy of Television Arts and Sciences, Mid-Atlantic Chapter September 1995 - September 1995
Skills
Cisco IOS, Cisco Switches, Cisco Wireless, Cisco devices, HTML, HTML5, CSS, PHP, WAN, IP, Wireless Networking, Visio, LAN, TCP/IP, Frame Relay, T1, DS3, DMZ, css3, PowerPoint, Websense, Aptana, NTP, Multiplexers, XAML, C#, .NET, Cisco Nexus, Cisco Technologies, HTML 5
Education
New York Institute of Technology 2006 — 2008
MBA, Technology Management
Temple University 1991 — 1996
BA, Broadcast Communications
Shirley Chiang's E*TRADE Financial Experience 2010 - 2012
Job Sr. Director, Corporate Controller at Principia Biopharma
Industry Accounting
Experience
Principia Biopharma November 2014 - Present
OncoMed Pharmaceuticals June 2014 - November 2014
Engine Room Consulting 2013 - June 2014
E*TRADE Financial 2010 - 2012
Cytokinetics 2007 - 2012
Sunesis Pharmaceuticals 2005 - 2007
Sonus Networks August 2004 - October 2005
Pennichuck Corporation 2001 - 2003
CUSeeMe Networks (formerly White Pine Software) February 1997 - September 2000
Skills
Revenue Recognition, SEC filings, Sarbanes-Oxley Act, US GAAP, GAAP, Internal Controls, Financial Reporting, Accounting, Consolidation, Financial Analysis, Sarbanes-Oxley, CPA, Financial Modeling, Cost Accounting, Strategic Financial..., Internal Audit, External Audit, SEC Filings, Financial Planning
Education
Virginia Polytechnic Institute and State University
Master, Accountancy
National Chengchi University
Bachelor, Economics
Principia Biopharma November 2014 - Present
OncoMed Pharmaceuticals June 2014 - November 2014
Engine Room Consulting 2013 - June 2014
E*TRADE Financial 2010 - 2012
Cytokinetics 2007 - 2012
Sunesis Pharmaceuticals 2005 - 2007
Sonus Networks August 2004 - October 2005
Pennichuck Corporation 2001 - 2003
CUSeeMe Networks (formerly White Pine Software) February 1997 - September 2000
Skills
Revenue Recognition, SEC filings, Sarbanes-Oxley Act, US GAAP, GAAP, Internal Controls, Financial Reporting, Accounting, Consolidation, Financial Analysis, Sarbanes-Oxley, CPA, Financial Modeling, Cost Accounting, Strategic Financial..., Internal Audit, External Audit, SEC Filings, Financial Planning
Education
Virginia Polytechnic Institute and State University
Master, Accountancy
National Chengchi University
Bachelor, Economics
Chris Keeling's E*TRADE Financial Experience 2008 - 2009
Job Director of Product Vision at Wargaming.Net
Industry Computer Games
Experience
Wargaming.Net 2009 - Present
Full Sail University 2009 - 2012
United States Army Reserve 1989 - 2012
E*TRADE Financial 2008 - 2009
Computershare Inc. 2000 - 2008
Smiling Gator Productions, Inc. 2004 - 2005
Army Game Project 2002 - 2003
Psygnosis / Wings Simulations 1998 - 1999
Skills
Game Design, Content Development, Team Management, Video Games, Game Development, User Experience, Technical Documentation, Online Gaming, Editing, Mobile Games, Technical Writing, Creative Writing, Gameplay, Localization, Management, Xbox 360, Cross-functional Team..., Quality Assurance, Security, iPhone, Game Mechanics, MMO, Software Documentation, Storytelling, Publishing, Training, Scrum, Mobile Devices, Strategy, Agile Project Management, Social Games, Storyboarding, Computer Games, iOS development, Community Management, Content Management, Level Design, Casual Games, Scripting, Character Animation, Project Management, Content Strategy, User Interface Design, ActionScript, Unreal Editor, Mobile Applications, Public Relations, Testing, Usability Testing
Education
National University 2008 — 2010
MFA, Videogame Production and Design
Charter Oak State College
BA, Russian
Wargaming.Net 2009 - Present
Full Sail University 2009 - 2012
United States Army Reserve 1989 - 2012
E*TRADE Financial 2008 - 2009
Computershare Inc. 2000 - 2008
Smiling Gator Productions, Inc. 2004 - 2005
Army Game Project 2002 - 2003
Psygnosis / Wings Simulations 1998 - 1999
Skills
Game Design, Content Development, Team Management, Video Games, Game Development, User Experience, Technical Documentation, Online Gaming, Editing, Mobile Games, Technical Writing, Creative Writing, Gameplay, Localization, Management, Xbox 360, Cross-functional Team..., Quality Assurance, Security, iPhone, Game Mechanics, MMO, Software Documentation, Storytelling, Publishing, Training, Scrum, Mobile Devices, Strategy, Agile Project Management, Social Games, Storyboarding, Computer Games, iOS development, Community Management, Content Management, Level Design, Casual Games, Scripting, Character Animation, Project Management, Content Strategy, User Interface Design, ActionScript, Unreal Editor, Mobile Applications, Public Relations, Testing, Usability Testing
Education
National University 2008 — 2010
MFA, Videogame Production and Design
Charter Oak State College
BA, Russian
Angela Long's E*TRADE Financial Experience July 2007 - Present
Job Senior IT Project Manager, Financial Services Industry
Industry Information Technology and Services
Experience
E*TRADE Financial July 2007 - Present
BCD Travel August 2005 - July 2007
Synavant (Sales Technologies) June 1999 - January 2004
Synavant (Sales Technologies) November 1997 - May 1999
Synavant (Sales Technologies) December 1996 - October 1997
Skills
Project Management, Management, SDLC, Information Technology, Investments, Vendor Management, Business Analysis, Business Intelligence, Software Project..., Integration, Visio, Agile Methodologies, Requirements Analysis, Enterprise Architecture, Process Improvement, Web Services, Agile Project Management, SaaS, Team Building, Data Warehousing, CRM, Cross-functional Team..., SOA, Microsoft SQL Server, Business Process..., Enterprise Software, PMO, IT Strategy, Program Management, PMP, Product Management, Cloud Computing, Implementation..., Project Portfolio..., Resource Management, Leadership
Education
Devry University, Alpharetta GA 2002 — 2005
Bachelor's degree
New Mexico State University 1986 — 1988
Associate’s Degree
E*TRADE Financial July 2007 - Present
BCD Travel August 2005 - July 2007
Synavant (Sales Technologies) June 1999 - January 2004
Synavant (Sales Technologies) November 1997 - May 1999
Synavant (Sales Technologies) December 1996 - October 1997
Skills
Project Management, Management, SDLC, Information Technology, Investments, Vendor Management, Business Analysis, Business Intelligence, Software Project..., Integration, Visio, Agile Methodologies, Requirements Analysis, Enterprise Architecture, Process Improvement, Web Services, Agile Project Management, SaaS, Team Building, Data Warehousing, CRM, Cross-functional Team..., SOA, Microsoft SQL Server, Business Process..., Enterprise Software, PMO, IT Strategy, Program Management, PMP, Product Management, Cloud Computing, Implementation..., Project Portfolio..., Resource Management, Leadership
Education
Devry University, Alpharetta GA 2002 — 2005
Bachelor's degree
New Mexico State University 1986 — 1988
Associate’s Degree
Amy Berne's E*TRADE Financial Experience July 2001 - November 2005
Job at
Industry Computer Software
Experience
Interactive Data Corporation November 2010 - Present
NookCo LLC August 2010 - Present
Instinet November 2005 - July 2010
E*TRADE Financial July 2001 - November 2005
Webstreet December 2000 - May 2001
Lightflow August 1999 - December 2000
Education
Northwestern University 1995 — 1999
BA, Computer Science
Hawaii Baptist Academy
Interactive Data Corporation November 2010 - Present
NookCo LLC August 2010 - Present
Instinet November 2005 - July 2010
E*TRADE Financial July 2001 - November 2005
Webstreet December 2000 - May 2001
Lightflow August 1999 - December 2000
Education
Northwestern University 1995 — 1999
BA, Computer Science
Hawaii Baptist Academy
Sujit Bangera's E*TRADE Financial Experience November 2009 - March 2010
Job Sr Software Engineer at E2open
Industry Computer Software
Experience
E2open March 2010 - Present
E*TRADE Financial November 2009 - March 2010
Trignos December 2006 - March 2010
CBS Interactive February 2009 - July 2009
JPMorgan Chase October 2007 - December 2008
Global Computer Solutions Inc March 2006 - December 2006
Citibank , NY January 2005 - February 2006
Oracle Financial Services Software Ltd June 2004 - February 2006
Citibank, Australia - Sydney June 2004 - October 2004
Polaris Software Lab June 2003 - June 2004
Skills
JDBC, JSP, Servlets, Hibernate, Struts, Spring
Education
University of Mangalore 1995 — 1999
Bachelor's Degree, Electrical and Electronic Engineering
Mithibai College 1993 — 1995
Higher Secondary, PCMB
Boston
Master, Oracle Technology professional
E2open March 2010 - Present
E*TRADE Financial November 2009 - March 2010
Trignos December 2006 - March 2010
CBS Interactive February 2009 - July 2009
JPMorgan Chase October 2007 - December 2008
Global Computer Solutions Inc March 2006 - December 2006
Citibank , NY January 2005 - February 2006
Oracle Financial Services Software Ltd June 2004 - February 2006
Citibank, Australia - Sydney June 2004 - October 2004
Polaris Software Lab June 2003 - June 2004
Skills
JDBC, JSP, Servlets, Hibernate, Struts, Spring
Education
University of Mangalore 1995 — 1999
Bachelor's Degree, Electrical and Electronic Engineering
Mithibai College 1993 — 1995
Higher Secondary, PCMB
Boston
Master, Oracle Technology professional
William McFadden's E*TRADE Financial Experience December 2007 - Present
Job Relationship Manager at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial December 2007 - Present
E*Trade Financial August 2006 - September 2007
selfemployed January 2003 - July 2006
Bank of America August 2000 - January 2003
Education
University of Limerick 1990 — 1991
Graduate Diploma, Business Administration
Galway Regional Technical College 1989 — 1990
Graduate Diploma, Pharmaceutical Science
National University of Ireland, Galway 1985 — 1989
Bachelor of Science, Biochemistry
E*TRADE Financial December 2007 - Present
E*Trade Financial August 2006 - September 2007
selfemployed January 2003 - July 2006
Bank of America August 2000 - January 2003
Education
University of Limerick 1990 — 1991
Graduate Diploma, Business Administration
Galway Regional Technical College 1989 — 1990
Graduate Diploma, Pharmaceutical Science
National University of Ireland, Galway 1985 — 1989
Bachelor of Science, Biochemistry
Steven Cuco's E*TRADE Financial Experience October 2011 - February 2012
Job Career Firefighter
Industry Public Safety
Experience
Linden Fire Department November 2013 - Present
BMW Financial Services November 2012 - October 2013
MetLife January 2012 - November 2012
E*TRADE Financial October 2011 - February 2012
Merrill Lynch June 2011 - October 2011
International Fund Services (Ireland) Ltd, A State Street Company May 2008 - January 2010
The Childrens Place 2007 - 2007
Skills
Financial Analysis, Finance, Financial Services, Accounting, Analysis, Business Analysis, Financial Modeling, Financial Reporting, Financial Risk, Forecasting, Management, Microsoft Excel, Microsoft Office, Portfolio Management, Sales
Education
Montclair State University 2004 — 2008
Bachelors, Finance
Linden Fire Department November 2013 - Present
BMW Financial Services November 2012 - October 2013
MetLife January 2012 - November 2012
E*TRADE Financial October 2011 - February 2012
Merrill Lynch June 2011 - October 2011
International Fund Services (Ireland) Ltd, A State Street Company May 2008 - January 2010
The Childrens Place 2007 - 2007
Skills
Financial Analysis, Finance, Financial Services, Accounting, Analysis, Business Analysis, Financial Modeling, Financial Reporting, Financial Risk, Forecasting, Management, Microsoft Excel, Microsoft Office, Portfolio Management, Sales
Education
Montclair State University 2004 — 2008
Bachelors, Finance
Priyanka Sharma, PMP, CSM's E*TRADE Financial Experience December 2008 - Present
Job Senior Project/Program Manager at Etrade Financial
Industry Computer Software
Experience
Etrade Financial December 2008 - Present
Apple January 2006 - November 2008
Tata Consultancy Services January 1998 - November 2008
Skills
Software Project..., SDLC, PMP, PMO, Agile Project Management, Requirements Analysis, Agile Methodologies, Vendor Management, Project Portfolio..., Business Analysis, Program Management, MS Project, Scrum
Education
National Institute of Technology Durgapur
Bachelor of Engineering (B.E.)
Etrade Financial December 2008 - Present
Apple January 2006 - November 2008
Tata Consultancy Services January 1998 - November 2008
Skills
Software Project..., SDLC, PMP, PMO, Agile Project Management, Requirements Analysis, Agile Methodologies, Vendor Management, Project Portfolio..., Business Analysis, Program Management, MS Project, Scrum
Education
National Institute of Technology Durgapur
Bachelor of Engineering (B.E.)
Jim Rojek's E*TRADE Financial Experience April 2004 - October 2014
Job CFO at Optiver US LLC
Industry Financial Services
Experience
Optiver US LLC October 2014 - Present
E*TRADE Financial April 2004 - October 2014
Botta Capital Management, LLC October 2001 - March 2004
ING March 1998 - September 2001
Skills
Accounting, Securities, Equities, Financial Services, Finance, CPA, Capital Markets, Financial Reporting, Financial Analysis, Strategic Financial..., Internal Controls, Regulatory Filings, General Ledger, Internal Audit, Budgets, Hyperion Enterprise, Auditing
Education
Northern Illinois University 1989 — 1994
B.S., Accountancy
Optiver US LLC October 2014 - Present
E*TRADE Financial April 2004 - October 2014
Botta Capital Management, LLC October 2001 - March 2004
ING March 1998 - September 2001
Skills
Accounting, Securities, Equities, Financial Services, Finance, CPA, Capital Markets, Financial Reporting, Financial Analysis, Strategic Financial..., Internal Controls, Regulatory Filings, General Ledger, Internal Audit, Budgets, Hyperion Enterprise, Auditing
Education
Northern Illinois University 1989 — 1994
B.S., Accountancy
Kyle Okimoto's E*TRADE Financial Experience 2013 - 2015
Job Senior Vice President, Head of Marketing at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation June 2015 - Present
E*TRADE Financial Corporation 2015 - 2015
E*TRADE Financial 2013 - 2015
Merrill Lynch 2011 - 2013
Merrill Lynch 2010 - 2011
Merrill Lynch 2009 - 2010
Merrill Lynch 2007 - 2009
Merrill Lynch August 2004 - July 2007
The Cambridge Group 1999 - 2004
Avon 1998 - 1999
Skills
Wealth Management, Business Planning, Financial Modeling, Leading Organizational..., Business Strategy, Value Propositions, Cross-functional Team..., Management Consulting, Market Research, Performance Management
Education
The University of Chicago Booth School of Business 1990 — 1992
MBA, Marketing
University of Leuven 1991 — 1992
MBA, International Business
Northwestern University 1985 — 1989
BA, Economics
Iolani School 1979 — 1985
E*TRADE Financial Corporation June 2015 - Present
E*TRADE Financial Corporation 2015 - 2015
E*TRADE Financial 2013 - 2015
Merrill Lynch 2011 - 2013
Merrill Lynch 2010 - 2011
Merrill Lynch 2009 - 2010
Merrill Lynch 2007 - 2009
Merrill Lynch August 2004 - July 2007
The Cambridge Group 1999 - 2004
Avon 1998 - 1999
Skills
Wealth Management, Business Planning, Financial Modeling, Leading Organizational..., Business Strategy, Value Propositions, Cross-functional Team..., Management Consulting, Market Research, Performance Management
Education
The University of Chicago Booth School of Business 1990 — 1992
MBA, Marketing
University of Leuven 1991 — 1992
MBA, International Business
Northwestern University 1985 — 1989
BA, Economics
Iolani School 1979 — 1985
Michael J. Hanline, CRCP's E*TRADE Financial Experience May 2005 - September 2008
Job Compliance Officer
Industry Financial Services
Experience
PEAK6 Investments July 2014 - Present
IMC Financial Markets September 2008 - July 2014
E*TRADE Financial May 2005 - September 2008
E*TRADE Financial May 2000 - May 2005
E*TRADE Financial August 1999 - May 2000
Skills
Series 7, Series 3, Series 24, Series 55, Series 63, FINRA, Series 4, Options, Electronic Trading, ETFs, Securities, Trading, Trading Systems, Equity Trading, Equities, Financial Markets, Derivatives, Capital Markets, Bloomberg, AML
Education
FINRA Institute at Wharton 2012 — 2012
Northern Illinois University 1987 — 1992
B.A., Communications
PEAK6 Investments July 2014 - Present
IMC Financial Markets September 2008 - July 2014
E*TRADE Financial May 2005 - September 2008
E*TRADE Financial May 2000 - May 2005
E*TRADE Financial August 1999 - May 2000
Skills
Series 7, Series 3, Series 24, Series 55, Series 63, FINRA, Series 4, Options, Electronic Trading, ETFs, Securities, Trading, Trading Systems, Equity Trading, Equities, Financial Markets, Derivatives, Capital Markets, Bloomberg, AML
Education
FINRA Institute at Wharton 2012 — 2012
Northern Illinois University 1987 — 1992
B.A., Communications
John (Eric) Poe's E*TRADE Financial Experience October 2006 - August 2008
Job Managing Director at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2013 - Present
Wells Fargo Advisors May 2012 - August 2013
E*TRADE Financial Corporate Services February 2009 - May 2012
E*TRADE Financial Corporate Services August 2008 - 2009
E*TRADE Financial October 2006 - August 2008
Harris direct February 2000 - October 2005
DLJ Direct 1998 - 2000
Skills
Brokerage, Equities, Equity Compensation, Customer Service, Customer Relations, Series 24, Series 63, Series 7, Call Center, Business Relationship...
Education
Northern Kentucky University
B.S., Management
TIAA-CREF August 2013 - Present
Wells Fargo Advisors May 2012 - August 2013
E*TRADE Financial Corporate Services February 2009 - May 2012
E*TRADE Financial Corporate Services August 2008 - 2009
E*TRADE Financial October 2006 - August 2008
Harris direct February 2000 - October 2005
DLJ Direct 1998 - 2000
Skills
Brokerage, Equities, Equity Compensation, Customer Service, Customer Relations, Series 24, Series 63, Series 7, Call Center, Business Relationship...
Education
Northern Kentucky University
B.S., Management
Aaron Francis's E*TRADE Financial Experience January 2001 - October 2005
Job Vice President, Account Executive, Workplace Investing at Fidelity Investments
Industry Financial Services
Experience
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
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
Michael Albino's E*TRADE Financial Experience September 2001 - June 2008
Job Chief Compliance Officer at tradeMONSTER
Industry Financial Services
Experience
tradeMONSTER July 2008 - Present
E*TRADE Financial September 2001 - June 2008
Education
Nassau Community College 1968 — 1972
tradeMONSTER July 2008 - Present
E*TRADE Financial September 2001 - June 2008
Education
Nassau Community College 1968 — 1972
Dan Goldhaber's E*TRADE Financial Experience 2006 - 2007
Job Account Manager at Square 1 Art, LLC
Industry Information Technology and Services
Experience
Square 1 Art, LLC June 2012 - Present
STAFFING RESOURCES - CSM BAKERY PRODUCTS February 2011 - May 2012
CARE DYNAMIX, INC. / HIRE DYNAMICS 2009 - 2010
MARCUS JCC 2009 - 2009
GWINNETT COUNTY SCHOOLS 2008 - 2009
E*TRADE Financial 2006 - 2007
NIAGARA CONSERVATION CORP 2005 - 2006
JOHNSON & JOHNSON / KELLY SERVICES 2005 - 2005
ARCHTECH ELECTRONICS 2002 - 2004
AT&T Solutions 1999 - 2001
Skills
Sourcing, Purchasing, Customer Service, Vendor, Negotiation, Customer Relations, Excel, Word, Microsoft Office, Account Management, Procurement, Contract Management, Contract Negotiations, Problem Solving, Logistics, Outlook, Process Improvement, Cost Reduction, Vendor Management, Inventory Management, Contract Negotiation, Salesforce.com, Microsoft Excel, Budgets, Human Resources, Business Development, Sales Operations, Project Management, Analysis, Project Planning
Education
Montclair State University 1993 — 2002
Bachelor of Arts (BA), History
Temple University 1987 — 1991
History
Chubb Institute 2004 — 2006
Certificate, Computer Networking & Security
Square 1 Art, LLC June 2012 - Present
STAFFING RESOURCES - CSM BAKERY PRODUCTS February 2011 - May 2012
CARE DYNAMIX, INC. / HIRE DYNAMICS 2009 - 2010
MARCUS JCC 2009 - 2009
GWINNETT COUNTY SCHOOLS 2008 - 2009
E*TRADE Financial 2006 - 2007
NIAGARA CONSERVATION CORP 2005 - 2006
JOHNSON & JOHNSON / KELLY SERVICES 2005 - 2005
ARCHTECH ELECTRONICS 2002 - 2004
AT&T Solutions 1999 - 2001
Skills
Sourcing, Purchasing, Customer Service, Vendor, Negotiation, Customer Relations, Excel, Word, Microsoft Office, Account Management, Procurement, Contract Management, Contract Negotiations, Problem Solving, Logistics, Outlook, Process Improvement, Cost Reduction, Vendor Management, Inventory Management, Contract Negotiation, Salesforce.com, Microsoft Excel, Budgets, Human Resources, Business Development, Sales Operations, Project Management, Analysis, Project Planning
Education
Montclair State University 1993 — 2002
Bachelor of Arts (BA), History
Temple University 1987 — 1991
History
Chubb Institute 2004 — 2006
Certificate, Computer Networking & Security
Jermaine Pitt's E*TRADE Financial Experience September 2013 - Present
Job Emerging Market Client Service Manager E*TRADE Financial
Industry Financial Services
Experience
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
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
Soojin Park, PMP, ITIL, CSM's E*TRADE Financial Experience September 2013 - September 2015
Job Senior Product Manager at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial Corporation March 2015 - Present
E*TRADE Financial September 2013 - September 2015
E*TRADE Financial April 2011 - September 2013
E*TRADE Financial June 2007 - April 2011
Freddie Mac 2006 - 2007
Deutsche Bank July 2005 - September 2006
Deutsche Bank May 2000 - July 2005
Skills
Business Analysis, Process Improvement, Financial Services, Analysis, Product Development, Product Management, Project Management, Requirements Analysis, Risk Management, SDLC, Troubleshooting, Management
Education
New York University
E*TRADE Financial Corporation March 2015 - Present
E*TRADE Financial September 2013 - September 2015
E*TRADE Financial April 2011 - September 2013
E*TRADE Financial June 2007 - April 2011
Freddie Mac 2006 - 2007
Deutsche Bank July 2005 - September 2006
Deutsche Bank May 2000 - July 2005
Skills
Business Analysis, Process Improvement, Financial Services, Analysis, Product Development, Product Management, Project Management, Requirements Analysis, Risk Management, SDLC, Troubleshooting, Management
Education
New York University
Rosalind Ellis's E*TRADE Financial Experience Operation AnalysisEtrade1990 - Present
Job Operation Analysis at Etrade Financial
Industry Financial Services
Experience
Etrade Financial Operation AnalysisEtrade1990 - Present
E*TRADE Financial 1990 - Present
Skills
Series 24, Series 63, Securities, Series 7, FINRA, Equities, Financial Services, Mutual Funds, Trading
Education
New Jersey City University 1997 — 2003
Etrade Financial Operation AnalysisEtrade1990 - Present
E*TRADE Financial 1990 - Present
Skills
Series 24, Series 63, Securities, Series 7, FINRA, Equities, Financial Services, Mutual Funds, Trading
Education
New Jersey City University 1997 — 2003
Thomas Sawyer, CFP®'s E*TRADE Financial Experience October 2008 - August 2014
Job Director, Participant Engagement at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation September 2014 - Present
E*TRADE Financial October 2008 - August 2014
AllianceBernstein July 2005 - September 2008
Ameriprise Financial Advisors 2001 - 2005
American Express Financial Advisors 1999 - 2001
The Newark Group 1993 - 1999
US Army 1986 - 1993
Skills
Mutual Funds, Financial Services, Series 7, Wealth Management, Series 63, Series 24, Uniform Combined State..., Investments, Strategic Financial..., Asset Allocation, Asset Managment, Process Improvement, Retirement
Education
United States Military Academy at West Point 1982 — 1986
BS, Civil Engineering
New York University 2010 — 2011
Certificate, Leadership and Organizational Development
Westbrook High School 1978 — 1982
E*TRADE Financial Corporation September 2014 - Present
E*TRADE Financial October 2008 - August 2014
AllianceBernstein July 2005 - September 2008
Ameriprise Financial Advisors 2001 - 2005
American Express Financial Advisors 1999 - 2001
The Newark Group 1993 - 1999
US Army 1986 - 1993
Skills
Mutual Funds, Financial Services, Series 7, Wealth Management, Series 63, Series 24, Uniform Combined State..., Investments, Strategic Financial..., Asset Allocation, Asset Managment, Process Improvement, Retirement
Education
United States Military Academy at West Point 1982 — 1986
BS, Civil Engineering
New York University 2010 — 2011
Certificate, Leadership and Organizational Development
Westbrook High School 1978 — 1982
Aaron McCracken's E*TRADE Financial Experience February 2005 - June 2008
Job Margin Manager at OptionsHouse
Industry Financial Services
Experience
OptionsHouse January 2015 - Present
tradeMONSTER July 2008 - Present
E*TRADE Financial February 2005 - June 2008
Harrisdirect, LLC February 2005 - January 2006
Smith Barney 2004 - 2004
Skills
Margin, Operations, Options, Risk Management, Series 24, Series 7, Series 66, Bloomberg, Brokerage, FINRA, Trading, Investments, Securities, Equities, Risk, Derivatives, Mutual Funds, Financial Markets, Capital Markets, Customer Relations, Retirement Planning, Stocks, Electronic Trading, Equity Derivatives, Back Office, Financial Risk
Education
Northwestern University 2000 — 2004
B.S. In Education and Social Policy, Learning and Organizational Change
Naperville Central High School 1996 — 2000
OptionsHouse January 2015 - Present
tradeMONSTER July 2008 - Present
E*TRADE Financial February 2005 - June 2008
Harrisdirect, LLC February 2005 - January 2006
Smith Barney 2004 - 2004
Skills
Margin, Operations, Options, Risk Management, Series 24, Series 7, Series 66, Bloomberg, Brokerage, FINRA, Trading, Investments, Securities, Equities, Risk, Derivatives, Mutual Funds, Financial Markets, Capital Markets, Customer Relations, Retirement Planning, Stocks, Electronic Trading, Equity Derivatives, Back Office, Financial Risk
Education
Northwestern University 2000 — 2004
B.S. In Education and Social Policy, Learning and Organizational Change
Naperville Central High School 1996 — 2000
Adrian Gainey's E*TRADE Financial Experience September 2006 - January 2008
Job Project Management Consultant at Wells Fargo Corporation
Industry Logistics and Supply Chain
Experience
Wells Fargo Corporation January 2009 - Present
Wachovia, A Wells Fargo Company August 2008 - January 2009
Wachovia Corporation January 2008 - August 2008
E*TRADE Financial September 2006 - January 2008
LPL Financial 2008 - 2008
Bank of America August 1996 - July 2002
Skills
Change Management, Project Management, Supply Chain Management, Supplier Management, Business Analysis, Process Improvement, Business Requirements, User Acceptance Testing, Technical Documentation
Education
North Carolina Central University 1987 — 1992
Bachelor of Business Administration, Management
Wells Fargo Corporation January 2009 - Present
Wachovia, A Wells Fargo Company August 2008 - January 2009
Wachovia Corporation January 2008 - August 2008
E*TRADE Financial September 2006 - January 2008
LPL Financial 2008 - 2008
Bank of America August 1996 - July 2002
Skills
Change Management, Project Management, Supply Chain Management, Supplier Management, Business Analysis, Process Improvement, Business Requirements, User Acceptance Testing, Technical Documentation
Education
North Carolina Central University 1987 — 1992
Bachelor of Business Administration, Management
Jamie Mariano's E*TRADE Financial Experience May 2001 - May 2003
Job Banking Professional
Industry Banking
Experience
Morgan Stanley June 2003 - Present
E*TRADE Financial May 2001 - May 2003
GE Capital June 1997 - May 2001
Education
Northeastern University 1985 — 1989
Morgan Stanley June 2003 - Present
E*TRADE Financial May 2001 - May 2003
GE Capital June 1997 - May 2001
Education
Northeastern University 1985 — 1989
Brian Nygard's E*TRADE Financial Experience May 2002 - October 2006
Job Berkshire Hathaway HomeServices KoenigRubloff Realty Group: Chicago/Gold Coast
Industry Real Estate
Experience
Berkshire Hathaway HomeServices KoenigRubloff Realty Group 2015 - Present
IllinoisRealEstate.com 2005 - 2015
Etrade Financial May 2002 - October 2006
Re/Max Grand 2005 - 2006
Chicago Stock Exchange (CHX) January 2000 - May 2003
Scudder Investments 1999 - 2000
Skills
Real Estate, First Time Home Buyers, Condos, Short Sales, Sellers, Residential Homes, Commercial Real Estate, Foreclosures, Relocation, Investment Properties, Investors, Buyer Representation, Real Estate Transactions, Single Family Homes, Customer Service, Listing Homes, Listing Services, Multiple Listing Service, chicago real estate, Luxury Homes, luxury real estate, Marketing
Education
Northern Michigan University
Bachelor of Applied Science (BASc), Economics
The University of Memphis
Business
Berkshire Hathaway HomeServices KoenigRubloff Realty Group 2015 - Present
IllinoisRealEstate.com 2005 - 2015
Etrade Financial May 2002 - October 2006
Re/Max Grand 2005 - 2006
Chicago Stock Exchange (CHX) January 2000 - May 2003
Scudder Investments 1999 - 2000
Skills
Real Estate, First Time Home Buyers, Condos, Short Sales, Sellers, Residential Homes, Commercial Real Estate, Foreclosures, Relocation, Investment Properties, Investors, Buyer Representation, Real Estate Transactions, Single Family Homes, Customer Service, Listing Homes, Listing Services, Multiple Listing Service, chicago real estate, Luxury Homes, luxury real estate, Marketing
Education
Northern Michigan University
Bachelor of Applied Science (BASc), Economics
The University of Memphis
Business
Alfred Huang's E*TRADE Financial Experience July 2004 - July 2005
Job Sr. Application Developer at Toronto Stock Exchange
Industry Information Technology and Services
Experience
Toronto Stock Exchange August 2007 - Present
BMO Capital Markets June 2005 - August 2007
Etrade Financial July 2004 - July 2005
Reuters July 2001 - July 2004
IBM Global Services November 1999 - July 2001
Oasis Technology June 1996 - November 1999
Education
National Chiao Tung University 1991 — 1993
National Chung Hsing University 1982 — 1987
B.Ba, Statistics
Toronto Stock Exchange August 2007 - Present
BMO Capital Markets June 2005 - August 2007
Etrade Financial July 2004 - July 2005
Reuters July 2001 - July 2004
IBM Global Services November 1999 - July 2001
Oasis Technology June 1996 - November 1999
Education
National Chiao Tung University 1991 — 1993
National Chung Hsing University 1982 — 1987
B.Ba, Statistics
JaNell Harris's E*TRADE Financial Experience October 2005 - March 2010
Job Sr Tax Manager at Computer Sciences Corporation
Industry Accounting
Experience
Computer Sciences Corporation April 2010 - Present
E*TRADE Financial October 2005 - March 2010
Marriott International 1999 - 2004
Skills
Tax, Financial Reporting, Accounting, Sarbanes-Oxley Act, Corporate Tax, Internal Controls, US GAAP, Auditing
Education
The George Washington University - School of Business 2003 — 2005
MBA
North Carolina Agricultural and Technical State University 1993 — 1997
Bachelor of Science
Computer Sciences Corporation April 2010 - Present
E*TRADE Financial October 2005 - March 2010
Marriott International 1999 - 2004
Skills
Tax, Financial Reporting, Accounting, Sarbanes-Oxley Act, Corporate Tax, Internal Controls, US GAAP, Auditing
Education
The George Washington University - School of Business 2003 — 2005
MBA
North Carolina Agricultural and Technical State University 1993 — 1997
Bachelor of Science
Patrick Fontana's E*TRADE Financial Experience January 2002 - November 2004
Job Associate Portfolio Manager at Deer Park Road Corp
Industry Financial Services
Experience
Deer Park Road Corp September 2013 - Present
TD Securities January 2009 - September 2013
Pursuit Partners June 2007 - September 2008
Fortis Investments November 2004 - May 2007
Etrade Financial January 2002 - November 2004
American Express Financial Advisors June 2000 - December 2001
Skills
Securitization, Structured Finance, ABS, CDO, CMBS, Bonds, Financial Structuring, Residential Mortgages, CLO, MBS, Subprime, CDS, Student Loans, Credit Derivatives, ABCP, S&P, Remortgages, Prime, Non-Conforming, Arms, Home Equity Loans, Home Equity Lines of..., Credit Cards, Equipment Finance
Education
North Carolina Wesleyan College 1996 — 2000
BS, Business Administration
North Carolina Wesleyan College 1996 — 2000
BA, Computer Information Systems
Staples High School 1990 — 1994
Deer Park Road Corp September 2013 - Present
TD Securities January 2009 - September 2013
Pursuit Partners June 2007 - September 2008
Fortis Investments November 2004 - May 2007
Etrade Financial January 2002 - November 2004
American Express Financial Advisors June 2000 - December 2001
Skills
Securitization, Structured Finance, ABS, CDO, CMBS, Bonds, Financial Structuring, Residential Mortgages, CLO, MBS, Subprime, CDS, Student Loans, Credit Derivatives, ABCP, S&P, Remortgages, Prime, Non-Conforming, Arms, Home Equity Loans, Home Equity Lines of..., Credit Cards, Equipment Finance
Education
North Carolina Wesleyan College 1996 — 2000
BS, Business Administration
North Carolina Wesleyan College 1996 — 2000
BA, Computer Information Systems
Staples High School 1990 — 1994
Renee Gulius's E*TRADE Financial Experience November 2012 - Present
Job Credit Risk Op Auditor
Industry Printing
Experience
E*TRADE Financial November 2012 - Present
BB&T April 2004 - May 2006
Skills
Mortgage Lending
Education
Northern Virginia Community College 1989 — 1996
Assoc, Business
E*TRADE Financial November 2012 - Present
BB&T April 2004 - May 2006
Skills
Mortgage Lending
Education
Northern Virginia Community College 1989 — 1996
Assoc, Business
Kevin Hung's E*TRADE Financial Experience March 2003 - July 2004
Job Consultant at AIG
Industry Information Technology and Services
Experience
AIG September 2014 - Present
Shell Trading November 2008 - July 2014
Credit Suisse October 2005 - October 2008
JPMorgan Chase July 2004 - October 2005
E*TRADE Financial March 2003 - July 2004
JP Morgan March 1998 - November 2002
Goldman Sachs January 1997 - March 1998
Reuters - Sailfish Systems April 1996 - January 1997
Information Builders May 1995 - April 1996
Skills
Oracle SQL, Sybase, C#, C++, Java, Perl, TIBCO Rendezvous, Crystal Reports, Unix Shell Scripting, Endur OpenComponent,..., SQL, Derivatives, Oracle, .NET, Databases, Requirements Analysis, Shell Scripting
Education
New York University 1991 — 1993
Master Degree, Computer Science
AIG September 2014 - Present
Shell Trading November 2008 - July 2014
Credit Suisse October 2005 - October 2008
JPMorgan Chase July 2004 - October 2005
E*TRADE Financial March 2003 - July 2004
JP Morgan March 1998 - November 2002
Goldman Sachs January 1997 - March 1998
Reuters - Sailfish Systems April 1996 - January 1997
Information Builders May 1995 - April 1996
Skills
Oracle SQL, Sybase, C#, C++, Java, Perl, TIBCO Rendezvous, Crystal Reports, Unix Shell Scripting, Endur OpenComponent,..., SQL, Derivatives, Oracle, .NET, Databases, Requirements Analysis, Shell Scripting
Education
New York University 1991 — 1993
Master Degree, Computer Science
Ramu Chennuri's E*TRADE Financial Experience September 2011 - Present
Job Principal (Oracle EBusiness Suite Techno Functional) at E*TRADE Financial
Industry Information Technology and Services
Experience
E*TRADE Financial September 2011 - Present
FCS March 2010 - September 2011
Ciena March 2009 - December 2009
7-Eleven Corporation July 2008 - February 2009
Oracle June 2005 - July 2008
Education
National Institute of Technology Warangal 2001 — 2005
B.Tech
Vagdevi
E*TRADE Financial September 2011 - Present
FCS March 2010 - September 2011
Ciena March 2009 - December 2009
7-Eleven Corporation July 2008 - February 2009
Oracle June 2005 - July 2008
Education
National Institute of Technology Warangal 2001 — 2005
B.Tech
Vagdevi
Maggie Lim's E*TRADE Financial Experience April 2008 - Present
Job Financial Consultant
Industry Financial Services
Experience
E*TRADE Financial April 2008 - Present
Morgan Stanley 2006 - 2007
Shiok Singapore 1999 - 2006
Ariat International 1997 - 1999
Golden Village 1994 - 1997
Lloyd Martin Creative Consultancy 1992 - 1994
Advertising Workshop 1990 - 1992
Education
National University of Singapore 1988 — 1990
Bachelor of Arts
Saint Anthony's Convent
E*TRADE Financial April 2008 - Present
Morgan Stanley 2006 - 2007
Shiok Singapore 1999 - 2006
Ariat International 1997 - 1999
Golden Village 1994 - 1997
Lloyd Martin Creative Consultancy 1992 - 1994
Advertising Workshop 1990 - 1992
Education
National University of Singapore 1988 — 1990
Bachelor of Arts
Saint Anthony's Convent
Rishi Girdhar's E*TRADE Financial Experience September 2008 - September 2009
Job Compliance Business Analyst at Citi
Industry Banking
Experience
Citigroup May 2010 - Present
Exzac October 2009 - April 2010
E*TRADE Financial September 2008 - September 2009
Citigroup November 2005 - September 2008
Skills
AML, Fixed Income, SDLC, Data Warehousing, Equities, SQL, Data Analysis, Requirements Analysis, Business Requirements, Business Analysis, Business Objects, Testing, Quality Assurance, Requirements Gathering, User Acceptance Testing, Vendor Management, Anti Money Laundering
Education
Netaji Subhas Institute of Technology 2000 — 2002
Bachelor of Engineering (BE), Computer Science
University of Bridgeport
Master, Computer Science
Citigroup May 2010 - Present
Exzac October 2009 - April 2010
E*TRADE Financial September 2008 - September 2009
Citigroup November 2005 - September 2008
Skills
AML, Fixed Income, SDLC, Data Warehousing, Equities, SQL, Data Analysis, Requirements Analysis, Business Requirements, Business Analysis, Business Objects, Testing, Quality Assurance, Requirements Gathering, User Acceptance Testing, Vendor Management, Anti Money Laundering
Education
Netaji Subhas Institute of Technology 2000 — 2002
Bachelor of Engineering (BE), Computer Science
University of Bridgeport
Master, Computer Science
Patrick Hooker's E*TRADE Financial Experience February 2005 - May 2006
Job Contractor (Aerotek) Inbound Advisor at Financial Engines
Industry Financial Services
Experience
UPS 2015 - Present
Financial Engines January 2013 - January 2015
TEKsystems January 2012 - January 2013
Merrill Edge June 2011 - December 2011
Shurwest Financial Group September 2010 - June 2011
Ameriprise Financial Services, Inc. January 2009 - January 2010
ING Mutual Funds May 2006 - October 2008
E*TRADE Financial February 2005 - May 2006
Charles Schwab February 2004 - January 2005
Skills
Mutual Funds, Retirement Planning, Strategic Financial..., Investments, Prospecting Skills, Investment Management, Alternative Investments, Annuities, Fixed Income, Portfolio Management, Sales, Sales Presentations, ETFs, Stocks, Sales Management, Wholesaling Mutual Funds, Cold Calling, Call Center, Consultative Selling..., Business Development, Product Marketing, Sales Territory..., Wholesaling, Series 7, Series 65, Series 63, B2B Sales, Account Management, Fixed Annuities, Financial Services, Financial Planning
Education
Northern Arizona University 1991 — 1994
B.S., Economics, Business Administration
UPS 2015 - Present
Financial Engines January 2013 - January 2015
TEKsystems January 2012 - January 2013
Merrill Edge June 2011 - December 2011
Shurwest Financial Group September 2010 - June 2011
Ameriprise Financial Services, Inc. January 2009 - January 2010
ING Mutual Funds May 2006 - October 2008
E*TRADE Financial February 2005 - May 2006
Charles Schwab February 2004 - January 2005
Skills
Mutual Funds, Retirement Planning, Strategic Financial..., Investments, Prospecting Skills, Investment Management, Alternative Investments, Annuities, Fixed Income, Portfolio Management, Sales, Sales Presentations, ETFs, Stocks, Sales Management, Wholesaling Mutual Funds, Cold Calling, Call Center, Consultative Selling..., Business Development, Product Marketing, Sales Territory..., Wholesaling, Series 7, Series 65, Series 63, B2B Sales, Account Management, Fixed Annuities, Financial Services, Financial Planning
Education
Northern Arizona University 1991 — 1994
B.S., Economics, Business Administration
Amy Esposito, PMP's E*TRADE Financial Experience May 2011 - January 2013
Job at
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2013 - Present
E*TRADE Financial May 2011 - January 2013
Morgan Stanley March 1995 - August 2010
Skills
Series 7, Financial Services
Education
New York University 2009 — 2012
MS, Human Resource Management, Organizational Effectiveness
New York University
BA, Organizational Behavior & Communications
New York University 2006 — 2007
Professional Certificate in Business Project Management
Morgan Stanley Wealth Management January 2013 - Present
E*TRADE Financial May 2011 - January 2013
Morgan Stanley March 1995 - August 2010
Skills
Series 7, Financial Services
Education
New York University 2009 — 2012
MS, Human Resource Management, Organizational Effectiveness
New York University
BA, Organizational Behavior & Communications
New York University 2006 — 2007
Professional Certificate in Business Project Management
B. Keith Jackson Sr.'s E*TRADE Financial Experience April 2002 - September 2005
Job Commercial Contract Attorney at RollsRoyce Controls & Data Services
Industry Oil & Energy
Experience
Rolls-Royce Controls and Data Services April 2012 - Present
Statoil December 2010 - March 2012
Enbridge Energy August 2009 - September 2010
Fulton County Government May 2009 - August 2009
Arrington Law Offices December 2007 - July 2008
Proudfoot Consulting September 2005 - December 2007
E*TRADE Financial April 2002 - September 2005
Invesco Retirement January 2000 - April 2002
AXA Equitable July 1995 - December 1999
Skills
Business Development, Negotiation, Account Management, Energy, Mergers, Risk Management, Strategic Planning, Contract Management, Leadership, Recruiting, Management, Project Planning, Contract Negotiation, Analysis, Legal Research, Legal Writing, Natural Gas, Strategy, Sales, Mergers, Real Estate, Team Building, Management Consulting, Litigation, Corporate Law, Coaching, CRM, Budgets
Education
Texas Southern University—Thurgood Marshall School of Law 2007 — 2010
JD, Law
Morehouse College 1989 — 1994
BA, Finance
PSHS
Willowridge HS
Willowridge HS
Rolls-Royce Controls and Data Services April 2012 - Present
Statoil December 2010 - March 2012
Enbridge Energy August 2009 - September 2010
Fulton County Government May 2009 - August 2009
Arrington Law Offices December 2007 - July 2008
Proudfoot Consulting September 2005 - December 2007
E*TRADE Financial April 2002 - September 2005
Invesco Retirement January 2000 - April 2002
AXA Equitable July 1995 - December 1999
Skills
Business Development, Negotiation, Account Management, Energy, Mergers, Risk Management, Strategic Planning, Contract Management, Leadership, Recruiting, Management, Project Planning, Contract Negotiation, Analysis, Legal Research, Legal Writing, Natural Gas, Strategy, Sales, Mergers, Real Estate, Team Building, Management Consulting, Litigation, Corporate Law, Coaching, CRM, Budgets
Education
Texas Southern University—Thurgood Marshall School of Law 2007 — 2010
JD, Law
Morehouse College 1989 — 1994
BA, Finance
PSHS
Willowridge HS
Willowridge HS
Kim Herzog MBA, PMP, PgMP's E*TRADE Financial Experience 2009 - 2012
Job International Project Management Consultant
Industry Financial Services
Experience
Executive Services; Project Management Consulting 2012 - Present
E*TRADE Financial 2009 - 2012
American Express 2006 - 2008
Hewlett-Packard 2003 - 2005
Siemens 2003 - 2003
Xerox 2000 - 2002
ChoicePoint 1998 - 2000
A&C Enercom 1994 - 1997
Skills
Business Management, Strategic Planning, Information Systems, SDLC, Management, Business Process..., Project Management, PMP, Consulting, Team Leadership, International Project..., Cross-functional Team..., Project Portfolio..., Program Management, Operations Management, Leadership
Education
Regis University 2002 — 2004
MBA, Business Administration
Northwood University 1981 — 1985
BBA, Marketing / Management
Executive Services; Project Management Consulting 2012 - Present
E*TRADE Financial 2009 - 2012
American Express 2006 - 2008
Hewlett-Packard 2003 - 2005
Siemens 2003 - 2003
Xerox 2000 - 2002
ChoicePoint 1998 - 2000
A&C Enercom 1994 - 1997
Skills
Business Management, Strategic Planning, Information Systems, SDLC, Management, Business Process..., Project Management, PMP, Consulting, Team Leadership, International Project..., Cross-functional Team..., Project Portfolio..., Program Management, Operations Management, Leadership
Education
Regis University 2002 — 2004
MBA, Business Administration
Northwood University 1981 — 1985
BBA, Marketing / Management
Kim Rodriguez's E*TRADE Financial Experience September 1998 - February 2004
Job Cust Service Manager/Deputy Director at Systems & Methods
Industry Financial Services
Experience
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
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
Laura Singer's E*TRADE Financial Experience January 2001 - June 2006
Job Securities Regulation and Broker Dealer Expertise
Industry Law Practice
Experience
E*TRADE Financial January 2001 - June 2006
US Securities and Exchange Commission 1990 - 1996
Education
Northwestern University School of Law 1975 — 1978
JD
Northwestern University 1971 — 1975
BA, Psych, English
E*TRADE Financial January 2001 - June 2006
US Securities and Exchange Commission 1990 - 1996
Education
Northwestern University School of Law 1975 — 1978
JD
Northwestern University 1971 — 1975
BA, Psych, English
Dhawal Batavia's E*TRADE Financial Experience June 2008 - September 2012
Job Software Developer at G1X Susquehanna International Group, LLP (SIG)
Industry Financial Services
Experience
G1X - Susquehanna International Group, LLP (SIG) February 2014 - Present
G1X - f/k/a E*TRADE Capital Markets September 2012 - February 2014
E*TRADE Financial June 2008 - September 2012
Skills
Data Warehousing, Visio, Business Intelligence, SQL, Databases, Microsoft SQL Server, SSIS, MySQL, SDLC, SSRS, Business Analysis, Requirements Analysis, PL/SQL, Crystal Reports, Agile Methodologies, Database Design, C#, Web Services, Data Modeling, Software Project..., Unix, Agile Project Management, Automated Trading, Requirements Gathering, SOA, ETL, T-SQL, MongoDB, NoSQL, Sybase, SharePoint, Scrum
Education
NYIT 2006 — 2008
MS, Computer Science, A
University of Mumbai 2001 — 2004
Bachelors of Engineering, Computer Engineering
KK Wagh Polytechnic 1998 — 2001
Diploma; Associate, Computer Technology
Fravashi Academy
SSC, Secondary School
G1X - Susquehanna International Group, LLP (SIG) February 2014 - Present
G1X - f/k/a E*TRADE Capital Markets September 2012 - February 2014
E*TRADE Financial June 2008 - September 2012
Skills
Data Warehousing, Visio, Business Intelligence, SQL, Databases, Microsoft SQL Server, SSIS, MySQL, SDLC, SSRS, Business Analysis, Requirements Analysis, PL/SQL, Crystal Reports, Agile Methodologies, Database Design, C#, Web Services, Data Modeling, Software Project..., Unix, Agile Project Management, Automated Trading, Requirements Gathering, SOA, ETL, T-SQL, MongoDB, NoSQL, Sybase, SharePoint, Scrum
Education
NYIT 2006 — 2008
MS, Computer Science, A
University of Mumbai 2001 — 2004
Bachelors of Engineering, Computer Engineering
KK Wagh Polytechnic 1998 — 2001
Diploma; Associate, Computer Technology
Fravashi Academy
SSC, Secondary School
Jason Yin's E*TRADE Financial Experience April 2011 - Present
Job Sr. Staff Engineer at E*TRADE Financial
Industry Computer Software
Experience
E*TRADE Financial April 2011 - Present
Ingenico December 2009 - April 2011
Skills
Java, J2EE Application..., J2EE Web Services, Maven2, iBatis, Hibernate 3.1, Oracle SQL, JAX-WS, WSDL, XSD, Core Java, JDBC, JavaScript, JSP, JUnit, C++, Visual C++, OO Software Development, UML, Pascal, Fortran, Assembly Language, Microcontrollers, Perl Script, Python, Visual Studio, Eclipse, SpringSource, PLC Allen Bradley, NetBeans, Unix, Linux, RTOS, TCP/IP protocols, CIP, DeviceNet, PLC Programming, Modbus, TMS320
Education
Fithchburg State College 1997 — 1999
Master's degree, Computer Science
Nankai University 1983 — 1987
Bachelor's degree, Computer Science
E*TRADE Financial April 2011 - Present
Ingenico December 2009 - April 2011
Skills
Java, J2EE Application..., J2EE Web Services, Maven2, iBatis, Hibernate 3.1, Oracle SQL, JAX-WS, WSDL, XSD, Core Java, JDBC, JavaScript, JSP, JUnit, C++, Visual C++, OO Software Development, UML, Pascal, Fortran, Assembly Language, Microcontrollers, Perl Script, Python, Visual Studio, Eclipse, SpringSource, PLC Allen Bradley, NetBeans, Unix, Linux, RTOS, TCP/IP protocols, CIP, DeviceNet, PLC Programming, Modbus, TMS320
Education
Fithchburg State College 1997 — 1999
Master's degree, Computer Science
Nankai University 1983 — 1987
Bachelor's degree, Computer Science
Israel Botnick's E*TRADE Financial Experience July 2006 - Present
Job Senior Software Engineer at Etrade Financial
Industry Financial Services
Experience
Etrade Financial July 2006 - Present
Goldman Sachs January 2006 - July 2006
ExpertPlan April 2005 - February 2006
Telcordia Technologies May 1992 - April 2005
Skills
Unix, Core Java, Java, Software Development, Perl, Agile Methodologies, Solaris, Java Enterprise Edition, XML, Shell Scripting, Weblogic, Unix Shell Scripting
Education
Polytechnic University 1989 — 1989
MS, Computer Science
Yeshiva University 1984 — 1987
BS, Computer Science
Etrade Financial July 2006 - Present
Goldman Sachs January 2006 - July 2006
ExpertPlan April 2005 - February 2006
Telcordia Technologies May 1992 - April 2005
Skills
Unix, Core Java, Java, Software Development, Perl, Agile Methodologies, Solaris, Java Enterprise Edition, XML, Shell Scripting, Weblogic, Unix Shell Scripting
Education
Polytechnic University 1989 — 1989
MS, Computer Science
Yeshiva University 1984 — 1987
BS, Computer Science
Emma Viles's E*TRADE Financial Experience July 2013 - October 2013
Job Online Banking Analyst at First Republic Bank
Industry Financial Services
Experience
First Republic Bank October 2013 - Present
E*TRADE Financial July 2013 - October 2013
Casa Italiana Zerilli Marimo/NYU March 2013 - July 2013
Pediatricians, Inc. January 2010 - January 2013
Quannapowitt Yacht Club June 2007 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, Blogging, Writing, Foreign Languages, Telephone Reception, Analytical Capability, Leadership, Team Management, Photography, Spanish, Teaching
Education
New York University 2009 — 2013
Bachelor of Arts, Linguistics and Italian
First Republic Bank October 2013 - Present
E*TRADE Financial July 2013 - October 2013
Casa Italiana Zerilli Marimo/NYU March 2013 - July 2013
Pediatricians, Inc. January 2010 - January 2013
Quannapowitt Yacht Club June 2007 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, Blogging, Writing, Foreign Languages, Telephone Reception, Analytical Capability, Leadership, Team Management, Photography, Spanish, Teaching
Education
New York University 2009 — 2013
Bachelor of Arts, Linguistics and Italian
Jamie Kaibel's E*TRADE Financial Experience December 2013 - July 2015
Job Sr. Manager FP&A E*TRADE
Industry Financial Services
Experience
E*TRADE Financial Corporation July 2015 - Present
E*TRADE Financial December 2013 - July 2015
Cvent February 2013 - November 2013
General Dynamics March 2011 - January 2013
General Dynamics October 2010 - March 2011
General Dynamics OTS November 2008 - October 2010
General Dynamics OTS June 2007 - November 2008
Skills
Hyperion HFM, Smartview, SharePoint, PeopleSoft, Microsoft Excel, PowerPoint, Financial Modeling, Financial Reporting, Accounting, Strategic Financial..., Corporate Finance, Internal Audit, Leadership, Variance Analysis, Defense, Sarbanes-Oxley, US GAAP, Consolidation, Auditing, Budgets
Education
Missouri State University 2001 — 2007
BS
E*TRADE Financial Corporation July 2015 - Present
E*TRADE Financial December 2013 - July 2015
Cvent February 2013 - November 2013
General Dynamics March 2011 - January 2013
General Dynamics October 2010 - March 2011
General Dynamics OTS November 2008 - October 2010
General Dynamics OTS June 2007 - November 2008
Skills
Hyperion HFM, Smartview, SharePoint, PeopleSoft, Microsoft Excel, PowerPoint, Financial Modeling, Financial Reporting, Accounting, Strategic Financial..., Corporate Finance, Internal Audit, Leadership, Variance Analysis, Defense, Sarbanes-Oxley, US GAAP, Consolidation, Auditing, Budgets
Education
Missouri State University 2001 — 2007
BS
Dev M. Patel's E*TRADE Financial Experience June 2006 - June 2009
Job New Accounts Supervision Principal at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2015 - Present
MetLife November 2011 - April 2015
Sogo Trade June 2009 - June 2011
E*TRADE Financial June 2006 - June 2009
TD Waterhouse May 1998 - April 2006
Olde Discount 1996 - 1998
Skills
Options, Series 7, Customer Service, Mutual Funds, Call Center, Investments, Equities, Banking, FINRA, Microsoft Word, Trading, Financial Services, Wealth Management, Series 63, Securities, Series 24, Call Centers, Fixed Income, Bloomberg, Derivatives
Education
New Jersey City University 1985 — 1993
BS, Accounting
New Jersey City University 1985 — 1993
Bachelor Of Science, Accounting
Bank of America Merrill Lynch June 2015 - Present
MetLife November 2011 - April 2015
Sogo Trade June 2009 - June 2011
E*TRADE Financial June 2006 - June 2009
TD Waterhouse May 1998 - April 2006
Olde Discount 1996 - 1998
Skills
Options, Series 7, Customer Service, Mutual Funds, Call Center, Investments, Equities, Banking, FINRA, Microsoft Word, Trading, Financial Services, Wealth Management, Series 63, Securities, Series 24, Call Centers, Fixed Income, Bloomberg, Derivatives
Education
New Jersey City University 1985 — 1993
BS, Accounting
New Jersey City University 1985 — 1993
Bachelor Of Science, Accounting
Woody Lipinski's E*TRADE Financial Experience January 2006 - November 2007
Job Financial Analyst and Project Controller at ERT, Inc.
Industry Information Technology and Services
Experience
ERT, Inc. Subcontractor for NWS of NOAA July 2008 - Present
E*TRADE Financial January 2006 - November 2007
Skills
Financial Analysis, Financial Reporting, Accounting, Forecasting, Financial Planning, Pivot Tables
Education
Northern Virginia Community College 1999 — 2005
AAS, Accounting
University of Warsaw, Poland 1964 — 1971
Master, Economics
ERT, Inc. Subcontractor for NWS of NOAA July 2008 - Present
E*TRADE Financial January 2006 - November 2007
Skills
Financial Analysis, Financial Reporting, Accounting, Forecasting, Financial Planning, Pivot Tables
Education
Northern Virginia Community College 1999 — 2005
AAS, Accounting
University of Warsaw, Poland 1964 — 1971
Master, Economics
James Mariano's E*TRADE Financial Experience March 2001 - May 2003
Job Vice President Capital Markets at TD Bank
Industry Banking
Experience
TD May 2014 - Present
PMAC Lending Services Inc. January 2013 - May 2014
Fannie Mae June 2011 - December 2012
PwC May 2010 - June 2011
Freddie Mac April 2009 - May 2010
Morgan Stanley June 2003 - May 2008
E*TRADE Financial March 2001 - May 2003
G.E. Capital Mortgage Services June 1997 - February 2001
Skills
Mortgage Lending, Risk Management, Mortgage Banking, Residential Mortgages, Credit, Residential Loan..., Secondary Market, Financial Risk, Loans, Banking, Underwriting, Sales Management, Credit Analysis, Sales, Loan Origination, Portfolio Management, Investments, Loan Servicing, Structured Finance, Capital Markets, Finance, Investment Properties, Leadership, Financial Services, Management, Executive Management, Real Estate, Consumer Lending, Valuation
Education
Northeastern University 1985 — 1989
B.S., Criminal Justice
Catholic Memorial High School 1981 — 1985
TD May 2014 - Present
PMAC Lending Services Inc. January 2013 - May 2014
Fannie Mae June 2011 - December 2012
PwC May 2010 - June 2011
Freddie Mac April 2009 - May 2010
Morgan Stanley June 2003 - May 2008
E*TRADE Financial March 2001 - May 2003
G.E. Capital Mortgage Services June 1997 - February 2001
Skills
Mortgage Lending, Risk Management, Mortgage Banking, Residential Mortgages, Credit, Residential Loan..., Secondary Market, Financial Risk, Loans, Banking, Underwriting, Sales Management, Credit Analysis, Sales, Loan Origination, Portfolio Management, Investments, Loan Servicing, Structured Finance, Capital Markets, Finance, Investment Properties, Leadership, Financial Services, Management, Executive Management, Real Estate, Consumer Lending, Valuation
Education
Northeastern University 1985 — 1989
B.S., Criminal Justice
Catholic Memorial High School 1981 — 1985
Ray Calimlim's E*TRADE Financial Experience September 2009 - January 2011
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2011 - Present
E*Trade Financial September 2009 - January 2011
TD Ameritrade May 2005 - May 2008
Charles Schwab 1999 - 2004
Skills
Trading Systems, Equity Trading, Cross-functional Team...
Education
Northeastern University 1990 — 1995
Bachelors Degree, Finance & Management
Fidelity Investments March 2011 - Present
E*Trade Financial September 2009 - January 2011
TD Ameritrade May 2005 - May 2008
Charles Schwab 1999 - 2004
Skills
Trading Systems, Equity Trading, Cross-functional Team...
Education
Northeastern University 1990 — 1995
Bachelors Degree, Finance & Management
Jeremey Benekin's E*TRADE Financial Experience June 1997 - May 2014
Job at
Industry Financial Services
Experience
Prudential Financial May 2015 - Present
E*TRADE Financial June 1997 - May 2014
Skills
Financial Services, Finance, Banking
Education
New Jersey City University 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Prudential Financial May 2015 - Present
E*TRADE Financial June 1997 - May 2014
Skills
Financial Services, Finance, Banking
Education
New Jersey City University 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
India Yates's E*TRADE Financial Experience April 2003 - July 2004
Job Vice President Banking Professional
Industry Banking
Experience
Bank of America June 2011 - Present
Bank of America June 2010 - June 2011
Bank of America May 2007 - June 2010
M&T Bank July 2005 - May 2007
Bank of America June 2005 - January 2007
Andrews Federal Credit Union March 2005 - July 2005
E*TRADE Financial April 2003 - July 2004
Provident Bank February 2002 - February 2003
Provident Bank June 2001 - April 2002
Systems Planning and Analysis, Inc August 2000 - June 2001
Skills
Leadership, Banking, Risk Management, Management, Employee Training, Training, Loans, Sales, Customer Satisfaction, Finance, Retail Banking, Coaching, Mortgage Lending, Strategy, Sales Management, Cash Management, Analysis
Education
Olympic College 1995 — 1996
Morgan State University 1994 — 1995
Bank of America June 2011 - Present
Bank of America June 2010 - June 2011
Bank of America May 2007 - June 2010
M&T Bank July 2005 - May 2007
Bank of America June 2005 - January 2007
Andrews Federal Credit Union March 2005 - July 2005
E*TRADE Financial April 2003 - July 2004
Provident Bank February 2002 - February 2003
Provident Bank June 2001 - April 2002
Systems Planning and Analysis, Inc August 2000 - June 2001
Skills
Leadership, Banking, Risk Management, Management, Employee Training, Training, Loans, Sales, Customer Satisfaction, Finance, Retail Banking, Coaching, Mortgage Lending, Strategy, Sales Management, Cash Management, Analysis
Education
Olympic College 1995 — 1996
Morgan State University 1994 — 1995
Kristoffer Denboske's E*TRADE Financial Experience May 2011 - March 2014
Job Fraud Operations Analyst at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial May 2011 - March 2014
Opa Greek Cuisine March 2010 - June 2011
Fair Lawn Board of Education December 2007 - April 2011
Office of the Inspector General for the Port Authority of NY & NJ July 2009 - August 2009
Skills
Fraud, Investigation, Time Management, Research, Databases, Training, Analysis, Writing, Access
Education
John Jay College Of Criminal Justice 2008 — 2009
Master's, Criminal Justice
Muhlenberg College 2004 — 2008
Bachelor's degree, Psychology
E*TRADE Financial May 2011 - March 2014
Opa Greek Cuisine March 2010 - June 2011
Fair Lawn Board of Education December 2007 - April 2011
Office of the Inspector General for the Port Authority of NY & NJ July 2009 - August 2009
Skills
Fraud, Investigation, Time Management, Research, Databases, Training, Analysis, Writing, Access
Education
John Jay College Of Criminal Justice 2008 — 2009
Master's, Criminal Justice
Muhlenberg College 2004 — 2008
Bachelor's degree, Psychology
Akearah Judge's E*TRADE Financial Experience March 2007 - Present
Job Senior Compliance Analyst at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial March 2007 - Present
Education
New Jersey City University 2003 — 2007
Bachelor of Science (BS), Marketing
E*TRADE Financial March 2007 - Present
Education
New Jersey City University 2003 — 2007
Bachelor of Science (BS), Marketing
Leslie King Lewis's E*TRADE Financial Experience April 2008 - December 2011
Job Provide contractor support to local Federal Law Enforcement Agencies
Industry Government Relations
Experience
SAVA, LLC @ Federal Bureau of Investigations (FBI) December 2014 - Present
H&R Block January 2014 - Present
Forfeiture Support Associates (FSA) @ Drug Enforcement Administration (DEA) December 2011 - December 2014
E*TRADE Financial April 2008 - December 2011
Skills
Auditing, Internal Controls, Analysis, Financial Analysis, Financial Reporting, Financial Accounting, Data Analysis, Risk Management, Microsoft Excel, Microsoft Office, Access, Banking, Customer Service, Sarbanes-Oxley Act, Financial Risk, Process Improvement, Business Analysis, Tax Preparation, Salesforce.com, Actimize, Fraud Detection, Proposal Writing, Grant Writing
Education
North Carolina Agricultural and Technical State University 2003 — 2007
BS., Finance
SAVA, LLC @ Federal Bureau of Investigations (FBI) December 2014 - Present
H&R Block January 2014 - Present
Forfeiture Support Associates (FSA) @ Drug Enforcement Administration (DEA) December 2011 - December 2014
E*TRADE Financial April 2008 - December 2011
Skills
Auditing, Internal Controls, Analysis, Financial Analysis, Financial Reporting, Financial Accounting, Data Analysis, Risk Management, Microsoft Excel, Microsoft Office, Access, Banking, Customer Service, Sarbanes-Oxley Act, Financial Risk, Process Improvement, Business Analysis, Tax Preparation, Salesforce.com, Actimize, Fraud Detection, Proposal Writing, Grant Writing
Education
North Carolina Agricultural and Technical State University 2003 — 2007
BS., Finance
Harry Luo's E*TRADE Financial Experience April 2012 - Present
Job Senior QA Engineer at E*TRADE
Industry Information Technology and Services
Experience
E*TRADE Financial April 2012 - Present
GE Healthcare March 2008 - April 2012
Burlington Coat Factory February 2003 - March 2008
Rudolph Technologies, Inc., October 2002 - February 2003
Lucent Technologies Inc. September 2000 - September 2002
Fountain Technologies Inc. October 1994 - August 2000
Skills
Quality Assurance, SQL, Agile Methodologies, Testing, Software Quality..., Quality Center, QTP, WinRunner, LoadRunner, VBScript, VMware, MS SQL, PACS, HL7, DICOM, vCenter Server, MS Excel Pivot Tables, VBA, Microsoft SQL Server, Requirements Analysis, System Testing, Regression Testing, Unix
Education
New Jersey Institute of Technology
Master's degree, Computer Science
New Jersey Institute of Technology
Master's degree, Applied Physics
E*TRADE Financial April 2012 - Present
GE Healthcare March 2008 - April 2012
Burlington Coat Factory February 2003 - March 2008
Rudolph Technologies, Inc., October 2002 - February 2003
Lucent Technologies Inc. September 2000 - September 2002
Fountain Technologies Inc. October 1994 - August 2000
Skills
Quality Assurance, SQL, Agile Methodologies, Testing, Software Quality..., Quality Center, QTP, WinRunner, LoadRunner, VBScript, VMware, MS SQL, PACS, HL7, DICOM, vCenter Server, MS Excel Pivot Tables, VBA, Microsoft SQL Server, Requirements Analysis, System Testing, Regression Testing, Unix
Education
New Jersey Institute of Technology
Master's degree, Computer Science
New Jersey Institute of Technology
Master's degree, Applied Physics
Cheryl Teague's E*TRADE Financial Experience December 2003 - October 2004
Job Senior Underwriter at Citibank, NA
Industry Financial Services
Experience
Citibank, NA October 2012 - Present
BB&T June 2010 - September 2012
BB&T Bank June 2010 - September 2012
Bank of America January 2005 - June 2010
Bank of America January 2005 - June 2010
E*TRADE Financial December 2003 - October 2004
Fidelity National June 2003 - December 2003
WAMU VA August 2002 - June 2003
Penn Federal September 1999 - August 2001
RPI Consulting NYC June 1999 - September 1999
Skills
Mortgage Underwriting, Mortgage Lending, Loans, Credit Analysis, Underwriting, Mortgage Banking, Credit, Consumer Lending, Refinance, Residential Mortgages, FHA, Credit Risk, USDA, VA loans, FHA financing, Loan Servicing
Education
Norfolk State University
Finance
Citibank, NA October 2012 - Present
BB&T June 2010 - September 2012
BB&T Bank June 2010 - September 2012
Bank of America January 2005 - June 2010
Bank of America January 2005 - June 2010
E*TRADE Financial December 2003 - October 2004
Fidelity National June 2003 - December 2003
WAMU VA August 2002 - June 2003
Penn Federal September 1999 - August 2001
RPI Consulting NYC June 1999 - September 1999
Skills
Mortgage Underwriting, Mortgage Lending, Loans, Credit Analysis, Underwriting, Mortgage Banking, Credit, Consumer Lending, Refinance, Residential Mortgages, FHA, Credit Risk, USDA, VA loans, FHA financing, Loan Servicing
Education
Norfolk State University
Finance
Connie (Chia-Kang) Wang's E*TRADE Financial Experience April 2000 - Present
Job Senior Principal Software Engineer at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial April 2000 - Present
Education
National Taiwan University
Bachelor of Science (BS), Agricultural Chemistry
University of California, Davis
Master's degree, Computer Science
E*TRADE Financial April 2000 - Present
Education
National Taiwan University
Bachelor of Science (BS), Agricultural Chemistry
University of California, Davis
Master's degree, Computer Science
Peter Belvis's E*TRADE Financial Experience 2002 - 2003
Job Physical Therapy and Sports Medicine center at Physical therapy and Sports medicine center
Industry Hospital & Health Care
Experience
Physical therapy and Sports medicine center August 2013 - Present
American Red Cross June 2013 - June 2013
Fatima Medical Center January 2011 - November 2011
E*TRADE Financial 2002 - 2003
Skills
Physical Therapy, Leadership, Community Outreach, Nonprofits, Subcontracting, Management
Education
Our Lady of Fatima University 2005 — 2012
Bachelor of Applied Science (B.A.Sc.), Physical Therapy/Therapist
Montgomery College 2004 — 2005
Pre-Medicine/Pre-Medical Studies
Mira Mesa High School
Physical therapy and Sports medicine center August 2013 - Present
American Red Cross June 2013 - June 2013
Fatima Medical Center January 2011 - November 2011
E*TRADE Financial 2002 - 2003
Skills
Physical Therapy, Leadership, Community Outreach, Nonprofits, Subcontracting, Management
Education
Our Lady of Fatima University 2005 — 2012
Bachelor of Applied Science (B.A.Sc.), Physical Therapy/Therapist
Montgomery College 2004 — 2005
Pre-Medicine/Pre-Medical Studies
Mira Mesa High School
Richard Soto's E*TRADE Financial Experience February 1999 - May 2003
Job IT Manager, Business System Analysis at Blue Shield of California
Industry Insurance
Experience
Blue Shield of California August 2012 - Present
Blue Shield of California May 2004 - August 2012
E*TRADE Financial February 1999 - May 2003
Skills
Process Improvement, Leadership Development, Change Management, Healthcare Industry, Operations Management
Education
University of Phoenix 1994 — 1996
Master's degree, Business Administration, Management and Operations
Mt. San Antonio College 1983 — 1985
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Blue Shield of California August 2012 - Present
Blue Shield of California May 2004 - August 2012
E*TRADE Financial February 1999 - May 2003
Skills
Process Improvement, Leadership Development, Change Management, Healthcare Industry, Operations Management
Education
University of Phoenix 1994 — 1996
Master's degree, Business Administration, Management and Operations
Mt. San Antonio College 1983 — 1985
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Marek Bednarczyk's E*TRADE Financial Experience June 2007 - April 2010
Job Settlements Analyst at Barclays
Industry Financial Services
Experience
Barclays April 2010 - Present
E*TRADE Financial June 2007 - April 2010
Pershing, a BNY Mellon company March 2005 - June 2007
Skills
Series 7, Series 63, Series 24, Settlement, Middle Office, Equities
Education
New Jersey City University 2000 — 2004
Bachelor's degree, Finance, General
Barclays April 2010 - Present
E*TRADE Financial June 2007 - April 2010
Pershing, a BNY Mellon company March 2005 - June 2007
Skills
Series 7, Series 63, Series 24, Settlement, Middle Office, Equities
Education
New Jersey City University 2000 — 2004
Bachelor's degree, Finance, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.