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
Scripps Health January 2015 - Present
Xrad Platinum August 2014 - Present
Biodata Medical Laboratories August 2014 - Present
Ditech.com May 2009 - November 2011
LendingTree 2006 - December 2008
Etrade Financial 2004 - 2006
Skills
Radiologic Technology, Mortgage Banking, FHA, Loan Origination, Residential Mortgages, Refinance, Mortgage Lending, Loans, Credit, USDA, FHA financing, Underwriting, Banking, Finance
Education
Orange Coast College 2011 — 2014
Associate of Science (A.S.), Radiologic Technology/Science - Radiographer
Viewpoint Construction Software December 2014 - Present
Robert Half June 2014 - April 2015
Equality Funds, Inc. September 2012 - June 2014
Solsted Consulting November 2012 - April 2013
Portland State University June 2012 - October 2012
Self-Employed June 2005 - July 2008
E*TRADE Financial July 2001 - June 2005
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Teamwork, Economics, Mac, Financial Analysis, Accounting, Sustainability, Econometrics, Portfolio Management, Finance, Data Analysis, Valuation, Analysis
Education
Portland State University 2011 — 2012
Master of Science (M.S.), Financial Analysis, GPA: 3.94
Vassar College 1997 — 2001
Bachelor of Arts (B.A.), Economics
Stockpile Investments February 2013 - Present
Zecco Trading (acquired by TradeKing) January 2011 - October 2012
TeleTech November 2009 - April 2010
E*TRADE Financial June 2006 - July 2009
J.P. Morgan March 2000 - June 2006
Skills
Training, Customer Retention, FINRA, Series 7, Series 63, Series 24, Securities, Mutual Funds, Financial Services, Call Center, Risk Management, Equities, Investments, Process Improvement, Options, Banking, Asset Managment, Trading Systems, Business Process..., Due Diligence, Investment Strategies, Operations Management, BPO, Vendor Management, Call Centers, Management, CRM, Start-ups, Outsourcing, Leadership, Recruiting, Relationship Management, Performance Management, Financial Risk
Education
Rhode Island College
BS Management, Business Administration/Management
Community College of Rhode Island
Associate, Business Administration
Canfield Scientific May 2015 - Present
Capsugel September 2014 - March 2015
E*TRADE Financial June 2011 - August 2011
Skills
Microsoft Excel, Computer Science, Fitness Instruction, Windows, Cpr Certified, Fitness, NASM, Personal Training, Sports Medicine, Derivatives, Teamwork, Analysis, Management, Time Management, Research, Team Leadership, Leadership, Marketing, Sales
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor of Arts (B.A.), Mathematics and Economics, Senior
James Caldwell High School 2006 — 2010
E*TRADE Financial January 2014 - Present
Wells Fargo July 2012 - July 2013
Cohen's Fashion Optical September 2011 - June 2012
St. Patrick High School September 2008 - June 2010
Skills
Banking, Commercial Banking, Cash Management, Customer Service, Sales, Retail Banking, Cross Selling, Deposits, Customer Satisfaction, Insurance, Finance, Financial Services, Customer Experience, Data Entry, Leadership, Back Office, Management, Microsoft Office, Microsoft Excel, Analysis, Portfolio Management, Time Management, Relationship Management, Microsoft Word, Investments, PowerPoint
Education
Berkeley College 2010 — 2014
Bachelor of Science (BS), Business Administration, Management and Operations
Prince George's Community College 2009 — 2009
Certificate, Web Design Xhtml Part 1 & 2
TIAA-CREF July 2014 - Present
Wells Fargo Financial August 2011 - July 2014
LPL Financial September 2008 - March 2010
E*TRADE Financial April 2007 - July 2008
E*TRADE Financial March 2006 - June 2008
E*TRADE Financial June 2006 - April 2007
AXA Equitable June 2002 - March 2006
Skills
Series 7, Series 63, Equities, Financial Services, Trading Systems, Call Centers, Securities, Trading, Management, FINRA, Investments, Asset Allocation, Mutual Funds, Customer Service, Banking, Wealth Management, Retirement Planning
Education
University of North Carolina at Charlotte - Belk College of Business 2001 — 2005
BA, Business Administration
Pfeiffer University
Master's Degree, Financial Fraud Investigations
E*TRADE Financial June 2013 - Present
Deutsche Bank April 2005 - November 2012
Credit Suisse December 2002 - April 2005
Pershing, Division of DLJ June 1996 - December 2002
Skills
Securities Lending, Prime Brokerage, Series 7, Series 63, Series 55, FINRA, Fixed Income, Bloomberg, Securities, Equities, Equity Derivatives, Hedge Funds, Middle Office, Swaps, ETFs, Derivatives
Education
Pace University - Lubin School of Business 1993 — 1996
MBA, Investment Management
Stony Brook University 1988 — 1993
Bachelor of Arts (B.A.), Economics
Xavier High School
Scotia iTRADE January 2006 - Present
E*TRADE Financial 2006 - 2008
TELUS May 2003 - October 2005
Skills
Options, Trading, Equities, Mutual Funds, Derivatives, Securities, Fixed Income, Investments, Equity Trading, Capital Markets, Bonds, Bloomberg, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Relationship Management, Investment Strategies, Investment Advisory
Education
Regent University 1999 — 2002
Master of Divinity (M.Div.) incomplete, Theology/Theological Studies
Zion Bible College 1995 — 1998
Bachelor of Arts (B.A.), Bible/Biblical Studies
EquityComp Associates (ECa) May 2008 - Present
Stock & Option Solutions September 2006 - March 2008
E*TRADE Financial 2005 - 2006
CCH Corporation 2003 - 2005
Transcentive June 1999 - October 2001
Transcentive January 1996 - June 1999
Skills
Training & Development, Employee Communications, Financial Reporting, Client Liaison, Internal Communications, Options, E-Learning, Strategic Planning, Process Improvement, Analysis, Contract Negotiation, Project Management, Data Analysis, Public Speaking, Software Implementation, Employee Training, Training, Program Management, Equities, Management
Education
University of Vermont 1974 — 1976
M.Ed, Education
Rochester Institute of Technology 1967 — 1971
B.S., Marketing, Business Admin
Neuberger Berman May 2013 - Present
BNY Mellon October 2012 - May 2013
Legg Mason March 2008 - April 2012
E*TRADE Financial October 2007 - March 2008
Pershing LLC. October 2006 - July 2007
Skills
Microsoft Office, Bloomberg Terminal, TA2000, Rumba, ADP Payroll, Merlin, SAP, AWD, Ad Hoc Reporting, Citrix, DST, Mutual Funds, Asset Allocation, Financial Services, Wealth Management, Alternative Investments, Finance
Education
Queens College 2013 — 2015
Bachelor of Arts (B.A.), Economics
Queensborough Community College 2010 — 2012
Associate of Science (A.S.), Business Administration, Management and Operations
Cardtronics May 2013 - Present
Aptus Financial February 2002 - April 2013
E*TRADE Financial September 1998 - December 2001
Skills
Start-ups, Payments, Executive Management, B2B Marketing, Mergers, Mergers & Acquisitions, Vendor Management, Business Development, Management, Strategic Partnerships, Customer Service, Entrepreneurship, Sales Operations, Business Strategy, Sales, Leadership, Strategy, Strategic Planning
Education
Portland State University 1995 — 1997
BS, Communications
Oregon State University 1994 — 1995
Riverdale 1978 — 1986
TD Ameritrade April 2015 - Present
E*TRADE Financial Corporation July 2014 - April 2015
E*TRADE Financial July 2012 - July 2014
Purdue University January 2011 - May 2012
Skills
Java, Python, JavaScript, Linux, Scala, HTML5, Perl, C/C++ STL, Git, Node.js, Bash, OOP, Groovy
Education
Purdue University 2007 — 2012
Bachelor of Science, Computer Engineering
Wells Fargo, U. S. Bank 2013 - Present
Charles Schwab & Co., Putnam Investments 2003 - 2013
Franklin Templeton Investments 2001 - 2003
E*TRADE Financial 2000 - 2001
BISYS Brokerage Services 1998 - January 2000
Essex Corporation, Napa, CA 1994 - 1998
RBM Partners 1993 - 1994
Wells Fargo February 1992 - 1993
Skills
Financial Services, Mutual Funds, Product Management, Marketing Communications, Wealth Management, Retirement Planning, Product Marketing, Insurance, Marketing Strategy, Strategy, Investments, Product Development, Business Development, Lead Generation, Training, Corporate Branding, Competitive Analysis, Direct Marketing, Retirement, Consumer Behaviour, Derivatives, Managed Money
Education
Ohio University
BS Communication, Interpersonal Communication
GRADUATE CERTIFICATE IN TECHNICAL MARKET ANALYSIS
Ageno Graduate School of Finance, Golden Gate University, San Francisco
E*TRADE Financial Corporation August 2014 - Present
E*TRADE Financial May 2013 - August 2014
E*TRADE Financial March 2007 - May 2013
E*TRADE Financial August 2005 - March 2007
Skills
Series 7, Series 63, Series 24, Series 4, Stocks, Mutual Funds, Series 66
Education
Piedmont College 1998 — 2002
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Spanish Ministry of Education October 2014 - Present
Pomona College Office of Alumni and Parent Engagement May 2014 - September 2014
Breakthrough Santa Fe June 2014 - August 2014
Pomona College Annual Fund September 2012 - May 2014
Breakthrough Santa Fe June 2012 - August 2012
Pomona College Annual Fund August 2011 - April 2012
E*TRADE Financial June 2011 - August 2011
Politifact.com June 2009 - September 2009
Skills
Research, Microsoft Office, Stata, Public Speaking, Statistics, Teaching, Spanish, DailVision, iWork, Mac OS X, PC
Education
Pomona College 2011 — 2014
Bachelor's Degree, Religion/Religious Studies, Cum Laude
La Universidad de Córdoba 2013 — 2013
Filosofía y Letras
University of Virginia 2010 — 2011
Voxware September 2015 - Present
Tata Consultancy Services February 2014 - August 2015
E*TRADE Financial October 2013 - December 2013
Music Development Inc. July 2013 - September 2013
CGI June 2012 - August 2012
Skills
Java, WordPress, Windows, HTML, CSS, Chinese (Mandarin), Social Media, C++, Team Leadership, Teamwork, Microsoft Office, User Experience, Databases, XML, Web Design, Web Applications, Project Management, Microsoft Excel, PowerPoint, Microsoft Word
Education
Penn State University 2003 — 2013
Bachelor of Science (BS), Major: Information Sciences and Technology Minor: Chinese Language (Mandarin), 3.54/4.00
San Clemente High School
AmeriPride March 2013 - Present
QuinStreet September 2011 - May 2012
Maxum Petroleum, Inc. November 2003 - September 2011
E*Trade Financial 2002 - 2003
Skills
Consultative Selling..., Revenue & Profit Growth, Strategic Communications, Organizational..., Time Management, Deadline Driven, Hunter, Deal Closer, Negotiation, Business Analysis, Business Understanding, Strategic Partnerships, Sales Presentations, Marketing Strategy, Marketing Communications, Project Management, Proposal Writing, Contract Negotiation, Solution Selling, Creative Problem Solving, B2B, Sales Process, Forecasting, Account Management, Sales, Training, Leadership, Deal Closure, Customer Service
Education
Oklahoma Christian University 2009 — 2010
Master of Business Administration, Leadership and Organizational Development
Oklahoma State University 1996 — 1998
Bachelor of Science, Business Management
Data Derivatives November 2013 - Present
Actimize November 2012 - November 2013
Bank of America Merrill Lynch January 2012 - November 2012
Exzac March 2011 - October 2011
FIRST CAPITAL CONSULTING February 2010 - March 2011
E*TRADE Financial July 2008 - July 2009
MetLife August 2006 - April 2008
Skills
Actimize Implementation, Oracle SQL, SQL Server, SQL, Business Analysis, Databases, Data Warehousing, Data Analysis, AML, Access, ETL, MySQL, Requirements Analysis, Requirements Gathering, Excel, Visio, UML, User Acceptance Testing, Quality Assurance, User Interface Design, Use Case Analysis, User Stories, Mockups, Functional..., MS Project, SDLC, Scrum, Agile Methodologies, Project Management, Unified Process, Stored Procedures, Microsoft SQL Server, Microsoft Excel, Oracle, Actimize Risk Case..., Equities, Sybase, Fixed Income, Analytics, Hedge Funds, Derivatives, Financial Risk, Financial Services, Investment Banking, Trading Systems, Analysis, Banking, Business Intelligence, Capital Markets, Risk Management
Education
BARUCH COLLEGE, ZICKLIN SCHOOL OF BUSINESS 2010 — 2012
Master, Business Administration; CIS and Decision Sciences
Queens College 2002 — 2006
Bachelor of Arts, Philosophy
Archbishop Molloy High School 1998 — 2002
E*TRADE FINANCIAL October 2005 - Present
Harrisdirect July 1998 - October 2005
Education
NYU - Stern School of Business 2003 — 2006
MBA, Product Management, Finance, Economics
Rutgers University 1994 — 1998
B.S., Finance
Charles Schwab March 2015 - Present
Charles Schwab June 2009 - Present
E*TRADE Financial May 2006 - June 2009
Thrivent Financial for Lutherans May 2004 - May 2006
Skills
Finance, Investments, Financial Analysis, Portfolio Management, Mutual Funds, Wealth Management, Series 7, Financial Services, Retirement Planning, Series 63, Investment Portfolio
Education
Loyola University of Chicago - Graduate School of Business 2009 — 2012
MBA, Finance
Valparaiso University 2000 — 2004
Business, Management
The Portrait Group 2001 - Present
FINEXA 2000 - 2001
Bellespring Consulting 1998 - 2000
E*TRADE Financial 1997 - 1998
Ziff-Davis Publishing 1994 - 1996
ZDNet 1994 - 1996
Skills
Interaction Design, Information Architecture, Functional..., Content Strategy, Requirements Management, User Experience, Usability Testing, User Interface Design, User-centered Design, Web Project Management, Project Management, Product Design, SEO, Social Media, Experience Design, Design Thinking, User Research, Design Strategy, Rapid Prototyping, Product Development, User Interface, Usability, Start-ups, Concept Development, Ethnography
Education
Rhode Island School of Design 1990 — 1994
BFA, Industrial Design
Gunn High School
Burberry November 2014 - Present
E*TRADE Financial May 2010 - Present
101: One-on-one Customized Tutoring Solutions August 2004 - Present
John Casablancas Modeling and Career Centers August 2003 - Present
Elite Model Management August 2003 - Present
Bateson Business Brokerage May 2009 - August 2009
Rollins College January 2009 - June 2009
Coffee Cafe May 2006 - August 2006
Skills
Excel, Word, PowerPoint, Microsoft Office, Social Media, Research, Public Speaking, Problem Solving, Writing, English, Spanish, Market Research, International Business, Financial Analysis, Financial Modeling, Outlook, Customer Relations, Customer Service, Editing, Mentoring, Photoshop, Economics, Negotiation, Budgeting, Marketing Strategy, Investments, Data Analysis, Event Planning, Strategic Planning, Business Strategy, Forecasting, Teamwork, Analysis, Market Analysis, Advertising, Teaching, Statistics, Online Marketing, New Business Development, Financial Planning, Team Building, Management Consulting, Promotions, Business Planning, Account Management, Stock Market, Investment Advisory, Investment Strategies, Public Relations, Leadership
Education
Rollins College 2006 — 2010
B.A., International Business, Spanish, 3.75
TNS March 2011 - Present
Greenwich Associates May 2007 - June 2011
Etrade Financial June 2005 - February 2006
Skills
Business Strategy, Strategic Planning, Banking, Competitive Analysis, Financial Services, Change Management, Consulting, Marketing Communications, Competitive Intelligence, Customer Experience, Market Analysis, New Business Development, Strategy, Analytics, Portfolio Management, Market Research, Direct Banking, Finance
Education
MBA, Frank G. Zarb School of Business at Hofstra University 2013 — 2015
Masters of Business Administration
State University of New York College at Purchase
BA, Economics
Wells Fargo Advisors August 2015 - Present
Wells Fargo August 2013 - July 2015
Wells Fargo November 2007 - August 2013
E*TRADE Financial March 2006 - November 2007
Wyndham Capital Mortgage December 2005 - March 2006
Skills
Retirement Income..., Variable Annuities, Series 7, Retirement Planning, FINRA, Series 63, Investments, Analysis, IRAs, Customer Service, Mutual Funds, Financial Services, Mortgage Lending, Retirement, Fixed Annuities, Management, Training, Series 24, Roth IRA
Education
Radford University - College of Business and Economics 2002 — 2005
BBA, Finance & Economics
Integrated Management Systems May 2014 - Present
Infosys May 2013 - April 2014
E*TRADE Financial June 2012 - May 2013
Applico March 2012 - May 2012
Oklahoma City University August 2009 - December 2011
Skills
Java, SQL, iOS development, C, JavaScript, C++, MySQL, Eclipse, XML, Software Development, Agile Methodologies, Software Engineering, HTML 5, JSON, Mobile Devices
Education
Oklahoma City University 2009 — 2011
Masters, Computer Science
Medicaps Institute of Technology & Mgt 2004 — 2008
Bachelor's degree, Mechanical Engineering
E*TRADE Financial August 2013 - Present
VMware June 2013 - August 2013
KLA-Tencor October 2011 - April 2013
Lockheed Martin January 2009 - October 2011
Lockheed Martin January 2009 - October 2011
Lockheed Martin August 2007 - December 2008
Brooktrout Technology January 2000 - June 2004
Brooktrout Technology February 1997 - December 1999
Electroglas 1993 - 1997
Skills
Certified Scrum Master..., Certified Green Belt, Process Development, Quality Assurance, Testing, Test Planning, Metrics, Software Quality, CMMI, Requirements Management, Software Quality..., System Testing, SDLC, Agile, Agile Methodologies, Software Development, ClearCase, Project Management, Systems Engineering, Software Engineering, System Design, Integration, Telecommunications, Test Automation, Configuration Management, Program Management, System Architecture, Process Improvement, Requirements Analysis, Earned Value Management, Software Design, Enterprise Software, Security, Technical Leadership, PMP, ClearQuest, Process Simulation
Education
University of California, Santa Cruz 2010 — 2011
Certificate, Project Management
University of Mary Washington 1975 — 1979
BA, International Relations
Old Dominion University
none, Computer Science
Sherwin Williams July 2015 - Present
HIMEX/Evogi February 2014 - Present
Chrysalis Education Services January 2012 - Present
SkyTouch Technology March 2013 - February 2014
American Express June 2012 - March 2013
Charles Schwab January 2011 - June 2012
Fidelity Investments January 2009 - January 2011
UBS Investment Bank June 2007 - January 2009
E*TRADE Financial February 2005 - May 2007
Deloitte Consulting April 2003 - January 2005
Skills
Agile, SDLC, Business Requirements, Waterfall, Requirements Gathering, Gap Analysis, Business Analysis, User Acceptance Testing, Functional..., Visio, RUP, Requirements Analysis, MS Project, Software Project..., RAD, Business Process, Systems Analysis, Data Warehousing, Agile Project Management, Stakeholder Management, Business Objects, Software Implementation, Rational Rose, Certified Scrum Master..., ClearQuest, Market Data, Risk Mitigation, Project Planning, Back Office, Risk Management, Data Modeling, Metrics, Quality Assurance, Trading Systems, Data Migration, Quality Center, Business Process..., Application Design, Release Management, Business Process Design, Vendor Management, Process Improvement, Financial Systems, Order Management, Program Management, Portfolio Management, Project Portfolio..., Agile Methodologies, PMP, PMO
Education
Oklahoma City University 2000 — 2002
MBA, Finance
The Maharaja Sayajirao University of Baroda
WellPoint September 2008 - Present
WellPoint September 2008 - Present
E*TRADE Financial September 2007 - September 2008
High Museum of Art December 2006 - September 2008
WellPoint January 2000 - January 2006
Blue Cross Blue Sheild of Georgia January 1998 - January 2000
WellPoint January 1996 - January 1998
Highmark January 1995 - January 1996
Skills
Microsoft Office, Insurance, Customer Service, Photography, Health Insurance, Customer Satisfaction, Photoshop, Event Planning, Portrait Photography, Event Management, Training, Sales, Time Management
Education
Oglethorpe University 2009 — 2011
Certificate of Financial Planning
Point Park University 1986 — 1988
Bachelor, Arts
Augusta Prep
Anthoney Law September 2011 - October 2012
Lane County Circuit Court 2008 - 2008
Professor Robert Illig 2007 - 2007
E*TRADE Financial July 2003 - June 2006
Skills
Tax, Business Planning, Restructuring, Estate Planning, Retirement Planning, Financial Analysis, Financial Services, Tax Law, Legal Writing, Legal Research, Civil Litigation, Westlaw, Litigation
Education
University of Washington School of Law 2010 — 2011
LLM
University of Oregon School of Law 2006 — 2009
JD
Oberlin College 1992 — 1996
BA
RelayHealth July 2014 - Present
RelayHealth January 2013 - Present
Tethys Bioscience, Inc. September 2008 - November 2012
Osmos 2007 - 2009
Hosting Paradigms June 2006 - November 2008
Lipomics Technologies, Inc. July 2002 - September 2008
E*TRADE Financial 2001 - 2002
NuvoMedia 1999 - 2000
Skills
Agile Project Management, Enterprise Architecture, Startup Consulting, Information Security..., Program Management, Software Development, Information Architecture, IT Audit, Cross-functional Team..., Project Management, Cloud Computing, Vendor Management, Strategic Planning, Data Mining, Data Management, Leadership, Start-ups, Biotechnology, Product Management, Strategy, Management, Integration, Data Analysis, Virtualization, Security, CRM, Analytics, Business Intelligence, IT Strategy, Consulting, Java, SDLC, Information Technology, Databases, Mergers & Acquisitions, Testing
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA, Business
Queen's University 2011 — 2013
Master of Business Administration (MBA)
University of California, Davis 1997 — 2001
Engineering: Computer Science
Pulse Health LLC 2008 - Present
Summit Development Group 2014 - Present
Arm Insight, Inc 2009 - Present
i4cp 2009 - Present
Henningsen Cold Storage 2009 - Present
Point B 2015 - Present
Unicru, Inc. 2001 - 2007
E*TRADE Financial 1998 - April 2001
Skills
Leadership, Talent Management, Marketing, Mergers & Acquisitions, Sales, Finance, Logistics, Private Equity, Retail, Start-ups, Warehousing, Business Development
Education
Oregon State University 1980 — 1984
BS, Business Administration
E*TRADE Financial September 2013 - Present
Capital One April 2012 - September 2013
ING DIRECT September 2011 - March 2012
Skills
Market Risk, Quantitative Analytics, Matlab, SAS, Statistics, Monte Carlo Simulation, Bloomberg, Interest Rate..., QRM, Financial Engineering, Banking, Credit Risk, Derivatives, Financial Modeling, Fixed Income
Education
Oklahoma State University 2009 — 2011
M.S, Quantitative Financial Economics
Shanghai Jiao Tong University 2004 — 2008
B.S., Biotechnology
Verizon June 2014 - Present
Verizon Wireless July 2010 - June 2014
E*TRADE Financial January 2009 - June 2010
eBay Inc May 2006 - December 2008
Sun Microsystems May 2005 - April 2006
ProHealth Care February 2005 - April 2005
Peace Software June 2002 - February 2005
Skills
Spring, XML, Web Services, Hibernate, Agile Methodologies, Java, Oracle, Perl, SDLC, SOA, Software Development, Weblogic, Linux, Databases, JSP
Education
Osmania University
M.Tech, Chemical Technology
Osmania University
B.Tech, Chemical Engineering
Ameriprise Financial Services, Inc. April 2011 - Present
Consultant February 2010 - May 2011
E*TRADE Financial January 2009 - February 2010
Dunham & Associates July 2008 - September 2008
Kelmoore Investment Co Inc. August 2005 - July 2008
Kelmoore Investment Company November 2003 - September 2005
Morgan Stanley 2000 - 2003
Education
Notre Dame de Namur University 1997 — 2000
Bachelors of Science, Finance/ Economics
E*TRADE Financial July 2010 - July 2015
Bank of America Merrill Lynch November 2007 - July 2010
JPMorgan Chase & Co June 2006 - November 2007
INROADS 2003 - 2006
JPMorgan Chase & Co June 2005 - August 2005
JPMorgan Chase & Co June 2004 - August 2004
Skills
Portfolio Management, Banking, Executive Management, Reconciliation, Investment Banking
Education
Syracuse University 2001 — 2006
B.S; B.S, Finance; Information Management & Technology
Randolph
Randolph
Rutgers Business School
TEKsystems @ Hewlett Packard April 2009 - November 2011
Neighborly Realty March 2008 - September 2011
E*TRADE Financial March 2004 - October 2006
Hewlett-Packard January 2001 - August 2002
Skills
Vendor Management, Process Improvement, Program Management, Marketing, Outsourcing, Software Documentation
Education
University of California, Davis - Graduate School of Management 1996 — 1998
MBA, Information Technology
Pepperdine University 1985 — 1988
Bachelor of Arts, Liberal Arts
McKesson Provider Technologies October 2011 - Present
Cox Communications February 2011 - August 2011
Everest Technologies, Inc. March 2007 - August 2011
E*TRADE Financial September 2008 - January 2011
AT&T December 2007 - August 2008
Sprint March 2007 - November 2007
CSC January 2006 - January 2007
Zurich Insurance January 2006 - January 2007
Virtusa December 2002 - December 2005
iNuCom June 2001 - November 2002
Skills
Weblogic, Struts, Spring, JBoss, Hibernate, Core Java, Web Services, RESTFul Services, WebSphere Application..., Web Development, Enterprise Software, Tomcat, Maven, Java, Oracle, iBatis, CXF, Ant, EJB, Servlets, XML, SOA, JDBC, Java Enterprise Edition, JSP, Websphere, SOAP, JUnit, Design Patterns, Eclipse, JAXB, PL/SQL, Scrum, SQL, AJAX, XSLT, Software Development, Enterprise Architecture, Linux, J2EE Application..., Requirements Analysis, Agile Project Management, JMS, Databases, JBoss Application Server, Testing, Software Design, Spring Framework, Agile Methodologies
Education
Osmania University 1996 — 1999
Master of Computer Applications, Computers, Distinction
Osmania University 1993 — 1996
Bachelor of Science, Maths, Physics and Electronics
VALIC (AIG) October 2014 - Present
Ameriprise Financial Services, Inc. August 2013 - August 2014
PNC Investments January 2013 - April 2013
E*TRADE Financial February 2008 - September 2012
GAIN Capital October 2006 - January 2008
Hennion & Walsh, Inc June 2005 - October 2006
Best Buy September 2000 - January 2005
Skills
Investments, Mutual Funds, Finance, Retirement Planning, Financial Services, Financial Planning, Retirement, Estate Planning, Investment Strategies, Insurance
Education
Rutgers University-New Brunswick 2001 — 2005
Bachelors of Science, Finance, Paleontology, Graphic Arts, Psychology
Interactive Intelligence October 2011 - Present
Brightpoint January 2010 - October 2011
Brightpoint February 2008 - December 2009
E*Trade Financial July 2003 - February 2008
Purdue University January 2002 - July 2003
Skills
Cloud Operations, Cloud Computing, Infrastructure, VoIP, Network Security, IT Management, IT Operations, Networking, SaaS, Telecommunications, ITIL, Cisco Technologies, Security, Network Design, Managed Services, Management, Firewalls, IT Service Management, TCP/IP, Vendor Management, Wireless, Technical Support, MPLS, Network Engineering, Troubleshooting, IT Strategy, Information Technology, Unix, System Deployment, System Administration, Network Administration, Active Directory, Enterprise Software, Data Center, Disaster Recovery, Hardware, Network Architecture, WAN, Virtualization, Servers, Windows Server, Unified Communications
Education
Purdue University 1998 — 2002
BS, Information Systems
TIAA-CREF September 2014 - Present
TIAA-CREF March 2013 - Present
Bank of America Merrill Lynch April 2011 - August 2012
Merrill Lynch October 2007 - April 2011
E*TRADE Financial 2006 - 2007
Mecklenburg County Sheriffs Office 1997 - 2006
Skills
Series 7, Series 63, Six Sigma, Process Improvement, Leadership, Investments, Change Management, Cross-functional Team..., Mutual Funds, Team Building, Risk Management, Management, Sales, Project Management
Education
Pfeiffer University 2003 — 2005
Masters Degree, Business Administration
Pfeiffer University 2001 — 2003
Masters Degree, Organizational Change and Leadership
Pfeiffer University 1998 — 2001
Bachelors Degree, Criminal Justice
Central Piedmont Community College
Six sigma green belt
Borderfree November 2014 - Present
E*TRADE Financial July 2012 - November 2014
Pronto December 2011 - April 2012
Skills
Java, SQL, C++, Perl, C, Linux, HTML, MySQL, PHP, Windows, OS X, Microsoft Office, Microsoft Excel, XML, Agile Methodologies, Unix, Software Development
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2014 — 2017
Master of Business Administration (M.B.A.), Finance
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
Bachelor of Science (B.S.), Computer Science
E*TRADE Financial October 2011 - Present
Total Benefits Partners September 2009 - September 2011
MassMutual Financial Group / Piedmont Financial, LLC September 2009 - October 2010
New York Life Insurance Company August 2006 - August 2009
Education
Oglethorpe University 2001 — 2006
Hired, Inc. September 2014 - Present
Sales Beach August 2013 - September 2014
GaymerCon March 2012 - January 2014
heyzap.com December 2010 - July 2012
Quid August 2010 - January 2011
YouNoodle June 2009 - August 2010
E*TRADE Financial July 2008 - June 2009
Purdue University Instructional Development Center November 2004 - May 2008
Purdue University 2004 - 2008
Scrolltalk.com October 2007 - October 2007
Skills
jQuery, JavaScript, CSS, MySQL, PHP, XHTML, HTML, Ruby on Rails, Java, AJAX, ActionScript, SQL, Perl, Web Development, Flash, Modeling, Fundraising, Bootstrapping
Education
Purdue University 2003 — 2008
BS
MUFG Union Bank, N.A. May 2013 - Present
Union Bank May 2009 - May 2013
E*TRADE Financial September 2006 - May 2009
SunTrust Bank December 2003 - September 2006
The Home Depot January 2002 - October 2003
American International Group December 1999 - January 2002
Fidelity Investments October 1993 - December 1999
CBS Personnel August 1992 - October 1993
GE Capital August 1991 - August 1992
Skills
Program Management, Strategic Planning, Customer Service, Technology Management, IT Transformation, Vendor Management, Process Improvement, Change Management, Banking, Project Management, Call Center, Business Analysis, Business Process..., Risk Management, Operations Management, Call Centers
Education
University of Phoenix 2004 — 2005
MBA, Technology Management
Ohio University 1987 — 1991
BA, International Studies
ICMA-RC July 2015 - Present
Kaiser Permanente March 2015 - July 2015
The Myers Group November 2013 - October 2014
E*TRADE Financial September 2009 - April 2013
Access Worldwide Inc August 2009 - September 2009
Access Worldwide Inc February 2008 - August 2009
Advanced Contact Solutions, Inc. September 2006 - January 2008
Advanced Contact Solutions, Inc. September 2006 - January 2008
Skills
Workforce Management, Process Improvement, Performance Management, Training, Management, Call Center, Forecasting, Call Centers, Operations Management, Contact Centers, Customer Satisfaction, Business Analysis, Business Process..., Process Scheduler, Analysis, Customer Service, Telecommunications, Outsourcing, Service Delivery, Customer Experience, Coaching, Vendor Management, Team Management, BPO, Program Management, Quality Assurance, Workforce Planning, Call Center Development, Avaya, CRM, IEX, Customer Retention, Team Leadership, Technical Support, Sla, Capacity Planning, Leadership, Contact Center..., Troubleshooting, Data Analysis, Software Documentation, Recruiting, Change Management, Microsoft Excel
Education
Polytechnic University of the Philippines
Meridian Health November 2014 - Present
E*TRADE Financial April 2011 - November 2014
CA Technologies (CA, Inc) February 2005 - April 2011
Black Mountain Management, Inc. January 2002 - January 2005
Benefit Plan Installations, Inc January 1999 - January 2002
Smith Barney Plan Services (a/k/a CitiStreet) January 1996 - January 1999
Towers Perrin January 1992 - January 1996
Merrill Lynch January 1986 - January 1992
Bankers Trust January 1976 - January 1986
Skills
Vendor Management, Relationship Management, Consulting, Project Management, Business Process..., Employee Benefits, Deferred Compensation, HRIS, Financial Services, Mergers, Talent Acquisition, Performance Management, Process Improvement, Outsourcing, Talent Management, PeopleSoft, Mergers & Acquisitions, Payroll, 401k, Management, Business Planning, Change Management, Benefits Administration, Analysis, Business Process..., Leadership, Employee Relations, Human Resources, Applicant Tracking..., Program Management, Cross-functional Team..., CRM, Executive Management, Business Development, Team Building, Compensation & Benefit, Employee Engagement, Executive Pay, Onboarding, Organizational Design, Defined Benefit, Personnel Management, Workforce Planning, Organizational..., HRO Outsourcing, Health & Welfare..., Equity Plan Design &..., Health Care Reform..., Succession Planning, College Recruiting
Education
Pace University - Lubin School of Business
BA, Economics - with a minor in Management
Zenmonics Inc May 2012 - Present
Lenos Software July 2011 - January 2012
Capital Insurance Group June 2005 - April 2011
Wells Fargo Bank June 2004 - June 2005
Synarc April 2002 - May 2004
Etrade Financial March 2000 - January 2002
HCL Perot Systems November 1996 - March 2000
Skills
SOA, Design Patterns, OOAD, Software Development..., User Interface Design, Distributed Applications, SSRS, Databases, VB.NET, Microsoft SQL Server, .NET, PL/SQL, Software Development, SQL, Requirements Analysis, Oracle, SDLC, ASP.NET, XML, Web Services, WCF, Agile Methodologies, Software Project...
Education
Osmania University 1993 — 1996
Master of Compter applications (MCA), Computer Applications, Maths
Osmania University 1990 — 1993
Bachelor of Science (B.Sc), Electronics, Physics, Maths
Informatica January 2011 - Present
Walt Disney World Company May 2009 - August 2009
University of Pittsburgh January 2009 - May 2009
E*TRADE Financial July 2007 - May 2008
Iranian Studies February 2006 - April 2007
Purdue University May 2006 - June 2006
Krannert School of Management May 2005 - December 2005
Purdue University May 2005 - August 2005
Chatterjee Research Institute June 2003 - August 2003
Lab Vantage Solutions June 2003 - August 2003
Skills
Databases, Linux, Oracle, PL/SQL, Enterprise Architecture, Java, Web Applications, PHP, C++, MySQL, UML, Security, HTML, Web Development, ALM, Data Warehousing, Testing, Architectures, ETL, Java Enterprise Edition, Network Administration, Architecture
Education
University of Pittsburgh 2009 — 2010
MSIS, Information Security
Purdue University 2002 — 2007
B.S., Computer Information Technology (Network Engineering)
La Martiniere for Boys 1989 — 2002
High School, Computer Science
E*TRADE Financial February 2014 - Present
TMNG Global November 2013 - January 2014
Time Warner Cable November 2013 - January 2014
Locus Telecommunications, Inc. - KDDI Global February 2011 - October 2013
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science (B.S.), Environmental and Business Economics
E*TRADE Financial January 2014 - Present
Sony Electronics October 2007 - November 2013
Verizon Wireless July 2002 - October 2007
Verizon October 2000 - July 2002
Skills
Fraud Detection, Credit Card Fraud, E-commerce, Identity Fraud, Fraud Claims, Online Fraud, Data Analysis, Payment Card Processing, Identifying Trends, Credit Risk, SAP, PCI DSS, Financial Analysis, Loss Prevention, Collections, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Access, Investigation, Chargebacks, Communication Skills, CRM, Credit Cards, Financial Risk, Management, Fraud, Process Improvement, Risk Management, Leadership
Education
Ramapo College of New Jersey
Bachelor of Arts (BA), History
Audubon Savings Bank May 2013 - Present
Electronic Payment Exchange July 2010 - May 2013
ISN Bank February 2001 - July 2010
E*TRADE Financial March 1997 - February 2001
Skills
Banking, Payment Card Processing, Risk Management, Financial Analysis, Cash Management, Strategic Planning, Process Improvement, Credit Cards, Team Building, Electronic Payments, Payments, Credit, Merchant Services, Project Management, Mobile Payments, Start-ups, Business Strategy, Customer Service, Strategic Partnerships, Relationship Management, Financial Services, Management, Operations Management
Education
Peirce College
Business Administration, Management and Operations
Stonier Graduate School of Banking
Executive Management Program
TradeStation August 2007 - Present
TradeStation Securities January 2007 - July 2007
E*TRADE Financial June 1998 - February 2006
GVRC 1998 - 2001
Skills
Financial Analysis, Series 7, Series 63, Team Building, Securities, Equities, FINRA, Options, Mutual Funds, Electronic Trading, Trading, Trading Systems, Investments, Risk Management, Microsoft Excel, Asset Managment, Series 24, series 4, series 3, Futures, Foreign Exchange, Management, Financial Operations, Compliance, Microsoft Office, Brokerage, Institutional Investors, Market Making, Equity Derivatives, Equity Trading, Stock Option, Option Agreements, Futures Trading, series 55
Education
Penn State University 1990 — 1994
Bachelor of Arts (B.A.)
Evanston Township High School 1986 — 1990
Bank of New York Mellon February 2008 - Present
E*TRADE Financial March 2003 - December 2007
Crown Castle, Inc. September 2000 - March 2003
FedEx Ground May 1995 - September 2000
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Essbase, Corporate Finance, Sarbanes-Oxley Act, Variance Analysis, Hyperion Enterprise, Investments, Finance, Portfolio Management, Financial Services
Education
Robert Morris University 1994 — 1996
Master of Business Administration (M.B.A.)
Washington and Jefferson College 1984 — 1987
Bachelor of Arts (B.A.), Mathematics
Brandcast, Inc. March 2015 - Present
Mills Uniform Co. October 2009 - Present
Change.org April 2014 - August 2014
Amyris Biotechnologies July 2008 - March 2011
BigFix, Inc. August 2006 - June 2008
Symyx Technologies, Inc. June 2004 - August 2006
E*TRADE Financial December 2000 - January 2004
Fort Point Partners March 2000 - November 2000
Ernst & Young December 1989 - March 2000
Education
University of Michigan - Stephen M. Ross School of Business 1984 — 1986
MBA, Finance, Operations
Presidio Graduate School
Presidio Graduate School
Fischer CCS Inc. March 2011 - Present
Fast Refinance October 2008 - March 2011
South Florida Finance November 2002 - September 2008
E*TRADE Financial September 2001 - October 2002
TD Ameritrade June 1998 - August 2001
Singer Asset Financial February 1998 - April 1999
Skills
Motivational Speaking, Credit, Loans, Mortgage Lending, Merchant Services, Sales, Sales Management, Marketing, Credit Cards, Payments, Financial Services, Small Business, New Business Development, Risk Management, Start-ups, Lead Generation, Training, Financial Analysis, Business Development, Leadership, Customer Service, Banking, Payment Card Processing, Strategic Planning, Finance, Call Centers, Mobile Payments, Funding, Small Business Lending
Education
Palm Beach Atlantic University 1999 — 2001
MBA, Finance
State University of New York at Oswego 1992 — 1994
BA, Economics
Centrify Corporation July 2012 - Present
Orc Financial Technologies December 2010 - July 2012
Orc Financial Technologies March 2008 - December 2010
E*TRADE Financial June 2006 - March 2008
United States Army Military Police Corps January 2000 - January 2007
GL Trade December 2005 - June 2006
Goldman Sachs June 2002 - July 2005
Skills
Product Management, Business Development, Project Management, Strategic Alliances, Financial Markets, Start-ups, Sales Channel..., International Sales, Contract Negotiation, International Expansion, Sales Management
Education
New York Institute of Finance 2009 — 2009
Certificate
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1998 — 2003
Bachelors of Science
CLT Appraisal Services February 2012 - Present
Tax Management Associates March 2011 - March 2012
Signature Bank of GA May 2009 - July 2010
Alpha Bank & Trust April 2008 - March 2009
Wachovia Bank May 2005 - March 2008
Etrade Financial June 2003 - May 2005
Skills
Customer Service, Loans, Selling, Sales, Investments, Portfolio Management, Real Estate, Credit, Finance
Education
Radford University 1999 — 2003
BBA, Finance, Economics
Roanoke Consulting LLC May 2008 - Present
E*TRADE Financial February 2011 - February 2014
Quest Diagnostics December 2006 - May 2008
Assurant 1998 - 2006
Dun & Bradstreet 1996 - 1998
Engelhard Corporation 1993 - 1996
Citibank 1983 - 1992
Skills
Deferred Compensation, Executive Pay, Personnel Management, Employee Benefits, Human Resources, Talent Management, Succession Planning, Incentive Programs, Onboarding, Mergers & Acquisitions, Strategy, Organizational Design, Retirement, Performance Management, New Hire Orientations, Compensation & Benefit, Competitive Analysis, Sales Compensation, Executive Management, Workforce Planning, Strategic HR, Leadership, Benefits Administration, Employee Engagement, HRIS, Market Pricing, Talent Acquisition, Organizational..., HR Transformation, Compensation, Compensation
Education
Rice University 1977 — 1980
MA, Industrial/Organizational Psychology & Quantitative Methods
Providence College 1973 — 1977
BA, Experimental Psychology
Fifth Third Bank January 2012 - Present
Federal Deposit Insurance Corporation April 2009 - January 2012
Beacon Funding Corporation July 2008 - December 2008
GE Money March 1996 - May 2008
Etrade Financial March 2003 - December 2005
Deutsche Financial Services March 2000 - 2003
GANIS Credit Corporation March 1996 - 2000
Skills
Hunter, Relationship Marketing, Automotive, Dealer Network..., Relationship Management, Team Building, Forecasting, Contract Negotiation, Leadership, Market Analysis, Technology Needs..., FMCG, Loans, Credit, Underwriting, Banking, Sales Operations, Sales Management, Selling, Account Management, Customer Service, Mortgage Lending, Credit Analysis, Finance, Mortgage Banking, Loan Origination, New Business Development, Risk Management, CRM, Financial Analysis, Sales
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1998 — 2001
MBA, Business Administration and Management, General
Pepperdine University 1991 — 1995
BA, Industrial Psychology
La Rain Investigations September 2008 - Present
E*TRADE Financial January 2001 - January 2008
ETRADE Financial 2001 - 2008
Revlon Consumer Products Inc. December 1993 - January 2001
U.S. Department of Justice March 1992 - December 1993
Bergen Mall August 1990 - November 1991
Erik Lighting Inc. November 1988 - August 1990
NYPD October 1968 - October 1988
N.Y.P.D. 43 Pct Detective Squad 1968 - 1988
Skills
Investigations, Access Control, Physical Security, Law Enforcement, Executive Protection, Workplace Violence, Investigative Reporting, Corporate Security, Risk Assessment, Investigation, Crisis Management, Security Management, Security, Interviewing, Surveillance, Criminal Investigations, Interrogation, Private Investigations, Security Training, Internal Investigations, Security Audits, Vulnerability Assessment, Asset Protection, CCTV, Risk Management, Fraud, Law Enforcement..., Background Checks, Enforcement, AML, Protection, Security Operations, Emergency Management, Loss Prevention, Intelligence Analysis, Criminal Justice, Personal Security, Police, Interviews, Personal Protection, Training, Crime Prevention, Security Awareness, Homeland Security, Expert Witness, Tactics, Skip Tracing, Dignitary Protection, Counterterrorism, Criminal Law
Education
CPP (American Society For Industrial Security)
CPP
State University of New York Empire State College
Rockland Community College 1976 — 1981
A.A.S., Criminal Justice
Citrix August 2015 - Present
Starbucks January 2015 - August 2015
Starbucks August 2013 - January 2015
Starbucks September 2012 - August 2013
Dell September 2010 - September 2012
CGI September 2008 - September 2010
E*TRADE Financial May 2008 - August 2008
United States Marine Corps Reserve August 2002 - August 2008
CDW-Berbee February 2008 - April 2008
CGI November 2007 - February 2008
Skills
SCCM, Virtualization, Applications Delivery, Active Directory, Network Administration, System Deployment, Citrix Metaframe, Citrix, Windows 7, App-V, Windows Server, XP, Security, Servers, Operating Systems, Powershell, Terminal Services, VMware ESX, Infrastructure, Windows, Microsoft Exchange, Microsoft Technologies, VMware, VMware Workstation, Troubleshooting, Hyper-V, Technical Support, Application Packaging, Software Installation, Disaster Recovery, Application..., Server Architecture
Education
Washington State University 2007 — 2009
Olympic College 2003 — 2004
Certificate of Proficiency, LAN Administration
Olympic College 2000 — 2003
AAS, General Studies
BBDO New York 2010 - Present
Kino Lorber, Incorporated September 2009 - Present
BBDO April 2010 - January 2013
Red State September 2010 - November 2010
New Jersey Devils September 2007 - April 2010
International Olympic Committee February 2010 - February 2010
E*TRADE Financial March 2007 - September 2007
Thackway + McCord March 2007 - July 2007
The Gate Worldwide September 2006 - March 2007
BBDO October 2004 - June 2006
Skills
Advertising, Social Media, Integrated Marketing, Creative Direction, InDesign, Fine Art, Graphic Design, Illustrator, New Media, Image Manipulation, Adobe Creative Suite, Film, Photoshop, Posters, Email Marketing, Blogging, Video, Photography, Graphics, Art, Copywriting, Mac, Creative Strategy
Education
Providence College 2000 — 2004
BA, Art, Art History
Providence College 2000 — 2004
Bachelor of Arts (B.A.), Fine and Studio Arts
Freelance Web Application Developer and Designer August 2015 - Present
Paychex January 2013 - December 2013
E*TRADE Financial June 2004 - April 2012
Digital Insight April 2003 - April 2004
Skills
Business Analysis, Financial Services, Investments, Accounting, Tax Reporting, Financial Reporting, Financial Institutions, Banking, Management, Training, Coaching, Customer Service, Product Development, Product Management, Mutual Funds, Credit, Risk Management, Finance, Securities, Retirement Planning
Education
Portland State University 2014 — 2016
Grad Prep Program for M.S. in Computer Science (In Progress), Computer Science
University of Phoenix 2007 — 2010
Bachelor of Science in Business Accounting, Accounting, 3.78
Horizon Instructional Systems 1996 — 1999
High School Graduate, 3.5/4
Moda Operandi, Inc March 2015 - Present
David Yurman January 2014 - March 2015
Coach June 2013 - January 2014
E*TRADE Financial March 2012 - May 2013
AvePoint July 2010 - February 2012
Avis Budget Group June 2007 - June 2008
Skills
Microsoft CRM, Excel, SharePoint, SEO, PPC, HTML, Photoshop, Salesforce.com, Omniture, Microsoft Excel, SQL, Online Marketing, Email Marketing, Forecasting, Marketing Strategy, Market Research, Analytics, Site Optimisation
Education
Rutgers, The State University of New Jersey-Newark 2008 — 2009
MBA, Finance & Marketing
Rutgers University-New Brunswick 2003 — 2007
BS, Finance
MasterCard July 2015 - Present
E*TRADE Financial May 2012 - Present
TandemSeven September 2006 - May 2012
Arrow Design Studio June 2002 - September 2006
ZEFER May 1999 - 2002
Cambridge Technology Partners May 1998 - May 1999
Channell Communications Inc. 1995 - 1998
Education
Rowan University 1993 — 1995
BFA, Design
Wayne Valley High School
Architecture
A&B Insurance and Financial September 2014 - May 2015
Amerilife and Health Services of Collier County LLC March 2014 - July 2014
Ridge Clearing August 2007 - May 2012
E*TRADE Financial February 2006 - May 2007
Claims Conference February 2005 - December 2005
B.D.I.T., inc. July 1984 - January 2005
Skills
Foreign Exchange, Series 7, Securities, Investments, Mutual Funds, Mortgage Lending, International Trade, Fixed Income, Critical Thinking, Corporate Actions, Finance, ICD-9, Complex Problem Solving, Investments and trading, ADR trading and..., Life, Health & Variable..., Series 66 (in progress), Medical administration..., Mortgage sales, Cross border trading, Entrepreneurial..., Global trading, Publishing and Travel, Excel and access reports, Marketing Research, Advertising Management, Medical Terminology, CPT, ICD9, Judgment and..., Series 63, Management, Insurance, Strategic Financial..., Options, Retirement Planning, Financial Services, Banking, ETFs, Trading, Equities, Portfolio Management, Analysis, Hedge Funds, Financial Markets, Asset Management, Bloomberg, New Business Development, Key Account..., FINRA
Education
Pace University 1982 — 1984
MBA, Finance, International Banking
Université Sorbonne Nouvelle (Paris III) 1976 — 1978
MA, BA, Commerce, Economics, English
Université de Franche-Comté 1974 — 1976
DUEG, DUEL, English, French
Walmart Global eCommerce, SamsClub.com July 2010 - July 2015
E*TRADE Financial September 2009 - July 2010
California State Automobile Association (AAA) April 2009 - August 2009
Charles Schwab December 2004 - April 2009
Charles Schwab October 1999 - December 2004
Pacific Gas & Electric February 1999 - July 2002
Skills
Agile Methodologies, Scrum, Integration, E-commerce, CRM, Mobile Applications, Coaching, Business, Object Oriented Design, Teamwork, Use Case, Computer Security, Mobile Internet, Stakeholder Engagement, Privacy Law, Fraud, SDLC, Agile Project Management, PMO, Waterfall, PMP, Project Portfolio..., Program Management, Software Project..., Business Analysis, Visio, Process Improvement, Cross-functional Team..., Requirements Analysis, Sprint Planning, Product Management, Release Management, Quality Assurance, Team Leadership, Team Building, Workshop Facilitation, Project Management, Vendor Management, Resource Management, MS Project, Management, Software Development, Leadership, Change Management, Enterprise Software, Training, Analysis, Databases, Software Documentation, Project Planning
Education
Notre Dame de Namur University 1993 — 1997
MA, Counseling Psychology
San Francisco State University 1986 — 1989
BA, Information Science, Psychology
Royalty Toastmasters Club 2010 — 2013
CC, CL, VP Education, Public Speaking
The Options Clearing Corporation, OIC June 2015 - Present
TD Ameritrade August 2013 - May 2015
E*TRADE Financial September 2005 - August 2013
Chicago Board Options Exchange November 1999 - September 2005
Chicago Board Options Exchange November 1999 - September 2005
Chicago Board Options Exchange January 1997 - November 1999
Chicago Board Options Exchange January 1995 - November 1997
Chicago Board Options Exchange April 1989 - January 1995
Skills
Options, Equities, Strategy, Derivatives, Leadership, Securities, Investments, Marketing Communications, Portfolio Management, Mergers & Acquisitions, Marketing Strategy, Finance, Business Development, Marketing, Financial Markets, Management, Trading Systems, Financial Services, Capital Markets, Hedging
Education
University of Pennsylvania - The Wharton School
SIFMA Securities Industry Institute
Roosevelt University
Master of Science, International Business
The University of New Mexico - Robert O. Anderson School of Management
Bachelor of Business Administration, Finance
Financial Industry Regulatory Authority 2011 - Present
Independent Researcher August 2009 - November 2011
Morgan Stanley July 2007 - January 2009
E*Trade Financial May 2006 - July 2007
Research Institute on Financial Fraud November 2003 - November 2005
Skills
AML, Securities, Risk Management, Due Diligence, Banking, Fraud, FINRA, Series 24, Financial Risk, Hedge Funds, Asset Managment, Series 7, Capital Markets, Alternative Investments, Mutual Funds, Equities, Asset Management, Fixed Income, Investments, Financial Services
Education
Stockholm University 2004 — 2005
Erasmus
Otto-Friedrich-Universität Bamberg 1998 — 2005
Diplom-Psychologie
Universidad Pontificia de Salamanca 2001 — 2002
Erasmus
Otto-Friedrich-Universität Bamberg 1998 — 2001
Bachelor of Arts
SunTrust Investment Services, Inc. November 2014 - Present
SunTrust Investment Services May 2011 - November 2014
E*TRADE Financial April 2006 - May 2011
Education
Ohio University 1998 — 2002
Bachelor of Science (BS), Media Studies
Orange High School
CIBC March 2011 - Present
Scotia Bank September 2008 - February 2011
Etrade Financial September 2004 - September 2008
Wipro Infotech Ltd November 2000 - April 2004
Education
Osmania University 1997 — 2000
Masters In Computer Science (MCA), Computer Science
Osmania University 1994 — 1997
BSc Computer Sc., Mathematics, Computer Sc, Statistics.
E*TRADE Financial Corporation April 2014 - Present
E*TRADE Financial June 2012 - Present
E*TRADE Financial June 2011 - June 2012
E*Trade July 2008 - June 2011
Fidelity Investments March 1996 - July 2008
Angelo, Gordon & Co. January 2003 - December 2003
Synergy Architect January 2003 - December 2003
Hibbard Brown 1994 - 1995
Skills
Financial Services, Institutional Sales, Compensation & Benefits..., Outsourcing, Retirement, Risk Management, Service Providers, Global Compensation, Deferred Compensation, Process Improvement, Strategy Implementation, Relationship Management, 401k, Topgrading, Management, Strategy, CRM, Leadership, Securities, Employee Benefits, Product Management, Sales
Education
Penn State University 1989 — 1994
Bachelor of Science, Health Policy & Administration
IHG - InterContinental Hotels Group July 2014 - Present
E*TRADE Financial July 2012 - July 2014
Purdue University May 2009 - May 2012
Purdue University January 2007 - May 2009
Fry's Electronics May 2008 - August 2008
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, Cisco IOS, Cisco Routers, Cisco Firewall Security, pfSense, VMware ESX, Windows Server, Cisco Wireless, Macintosh Applications, Adobe Creative Suite, Adobe Acrobat, iMovie, Windows Movie Maker, HD Video, iWork, Keynote, MS Project, Project Management, VoIP, CentOS, Mac OS X, Windows 7, Windows XP Pro, iPhoto, Photography, Videography, Digital Conversion, Windows Remote Desktop, iPhone Support, Android, Video Editing, OSPF, EIGRP, BGP, MPLS, MPLS VPN, HSRP, VRRP, Forefront, High Performance..., Cluster Development, Supercomputing, Bioinformatics, Biometrics, OS X, Wireless Networking
Education
Purdue University 2005 — 2011
Bachelor of Science (BS), Computer and Information Technology / Network Engineering Technology, 2.7
Activision August 2013 - Present
E*TRADE Financial July 2011 - August 2013
Bank of American Fork July 2009 - June 2011
Bank of American Fork March 2005 - July 2009
Skills
Team Leadership, Management, Portfolio Management, Project Management, Customer Experience, Investments
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2014 — 2017
Master of Business Administration (MBA), Finance
Santa Clara University 2011 — 2013
Certified Equity Professional (CEP)
Utah Valley University 2005 — 2010
Bachelor of Science (BS), Business Management in Finance & Banking
SuccessFactors January 2014 - Present
E*TRADE Financial July 2012 - January 2014
Agiliance June 2011 - August 2011
PLLX3, Inc. June 2010 - August 2010
Skills
Java, C++, C#, C, Python, Ruby on Rails, JavaScript, Unix, Programming, Testing, PHP, Unix Shell Scripting, Shell Scripting, Subversion, Agile Methodologies, Selenium, Linux, Software Development, Mobile Applications, SQL
Education
Purdue University 2007 — 2011
ECE, Electrical and Computer Engineering
Fiserv April 2014 - Present
E*TRADE Financial January 2011 - April 2014
Federal Home Loan Bank of Atlanta October 2005 - January 2011
SunTrust Bank 2003 - 2005
Atlanta Intown 2001 - 2003
Skills
Asset Management, Barcode, Purchasing, CMDB, IT Service Management, Microsoft Office, Procurement, Contract Negotiation, Software Procurement, Software Asset..., Contract Review, Software Licensing, Software Licensing..., Software License..., Vendor Management, Vendor Management Skills, Contract Management, IT Procurement, IT Asset Management, Conflict Resolution, Situational Awareness, High Pressure Situations, Communication Skills, Communication, Mac OS X, Windows, Microsoft Excel, Access, SQL, Microsoft Licensing, Enterprise Agreements, Banking, Compliance, Software Compliance, Information Technology, Information Security..., Information Security..., Asset Managment, Databases, Sourcing
Education
Reinhardt University
Science
Macy's April 2013 - Present
E*TRADE Financial May 2011 - March 2013
Marsh March 2007 - May 2010
AIG 2003 - 2005
Drake Beam Morin 1988 - 1995
Skills
Requirements Analysis, Business Analysis, Project Management, SDLC, Requirements Gathering, Vendor Management, Process Improvement, Risk Management
Education
Pace University - Lubin School of Business 1982 — 1986
Pershing, a BNY Mellon company June 2014 - Present
MetLife September 2010 - May 2014
E*TRADE Financial 2008 - 2009
Pershing - A Division of The Bank of New York Mellon April 2003 - February 2008
Hill, Thompson, Magid LP May 1999 - April 2003
Pace University, William C. Freund Center for the Study of Securities Markets January 1998 - May 1999
Skills
Securities, Series 63, Series 7, Mutual Funds, Financial Markets, Capital Markets, Bloomberg, FINRA, Asset Allocation, Options, Alternative Investments, Series 24, Trading, Equity Trading, Finance, Fixed Income, Investments, Equities
Education
Pace University - Lubin School of Business 1994 — 1999
Bachelor of Business Administration (B.B.A.), International Business
Leonia High School 1990 — 1994
Apple November 2014 - Present
Apple May 2013 - November 2014
E*TRADE Financial November 2009 - May 2013
Etrade July 2001 - November 2009
Skills
Spring, Tomcat, Shell Scripting, Java, Subversion, CometD and Web Socket, Maven, Freemarker, jQuery, HTML, Agile Methodologies, Perl, Unix, HTML5, Performance Tuning, Servlets, Releases, SDLC, JUnit, Cucumber testing..., Enterprise Architecture, Software Engineering, System Architecture, Solution Architecture, Git, Software Development, Agile Project Management, Scrum, Integration, Architecture, HTML 5, Architectures, Hibernate, Web Applications, Java Enterprise Edition, XML, Scalability, Spring Framework
Education
Purdue University 1999 — 2001
Master of Science, Computer Technology
Tsinghua University 1995 — 1997
B.A., Communication
Tsinghua University 1991 — 1996
B. E,, Electrical Engineering
E*TRADE Financial May 2004 - Present
PBS&J January 2003 - April 2004
Carter & Burgess August 1998 - January 2003
Education
The Catholic University of America
MS, Human Resource Management
Rollins College
Overture Technologies March 2015 - Present
Fortigent December 2007 - March 2015
E*TRADE Financial January 2007 - December 2007
Total Settlement Solutions, LLC May 2005 - December 2006
Skills
Securities, Equities, Account Reconciliation, Mergers & Acquisitions, Analysis, Detail Orientation, Compliance, Mergers, Pricing, Eager To Learn, Customer Service, Fixed Income Analysis, Bloomberg Terminal, Zendesk, GoodData, SQL, 1099 Reconciliation, Cost Basis, Bloomberg API tool, Direct Sales, Bloomberg, Financial Services, Process Improvement, Banking, Investments, Mutual Funds, Business Analysis, Financial Analysis, Portfolio Management, Asset Management
Education
Radford University 2000 — 2004
Bachelor of Science, Biology
Laura Malone Designs April 2011 - Present
GE 2012 - 2013
StubHub June 2009 - April 2011
Freelance September 2006 - June 2009
E*TRADE Financial 2007 - 2009
Kodak Imaging Network September 2005 - August 2006
Onlinefocus August 1998 - September 2005
Digital Asylum June 1993 - September 1997
LightSpan Interactive April 1993 - June 1994
Bien Logic January 1993 - March 1994
Skills
Interaction Design, Usability Testing, User Interface Design, Information Architecture, User Experience, User-centered Design, Usability, User Experience Design, User Interface, E-commerce, Mobile Applications, Experience Design, Web Project Management, Web Design, Mobile Design, Contextual Inquiry, Heuristic Evaluation, User Research, User Experience Strategy, Lean UX, Design Thinking, Concept Design, Concept Generation, Wireframes, Persona, Mobile Devices, Web Applications, Human Computer..., Usability Engineering, Information Design, Wire Framing
Education
San Diego State University-California State University 1991 — 1993
MA, Educational Technology
Oberlin College
English/Creative Writing
San Francisco Studio School
Beanstock Media July 2014 - Present
Undertone May 2013 - July 2014
Undertone March 2009 - May 2013
Kiptronic July 2008 - January 2009
Reuters June 2006 - July 2008
Application Networks April 2005 - June 2006
E*TRADE Financial August 2004 - April 2005
Skills
Product Management, BDD, Cucumber, Digital Strategy, Data Analysis, Certified Scrum Master..., End User Training, Market Analysis, Management, RTB, System Monitoring, Amazon Web Services..., Continuous Integration, Agile Methodologies, DevOps, QADirector, Test Automation, Test Planning, Quality Assurance, Manual Testing, Scrum, Databases, QA Engineering, Test Management, Regression Testing, Linux, Oracle, Ruby on Rails, System Testing, Java, Project Management, Build Automation, Release Engineering, Nagios, Ganglia, Jenkins, Greenplum, Akamai
Education
Penn State University 2001 — 2003
MS, Electrical Engineering
Panjab University 1997 — 2001
B.E., Engineering
Punjab Engineering College 1997 — 2001
BE, Electronics
Morgan Stanley July 2013 - Present
Miami International Holdings April 2012 - July 2013
E*TRADE Financial May 2011 - March 2012
Credit Suisse July 2007 - April 2011
American Stock Exchange June 2006 - July 2007
eRT July 2001 - June 2006
Baltros March 1999 - March 2001
Skills
C++, Linux Kernel, TCP/IP, UDP, Oracle SQL, Electronic Trading, FIX, Ultra Low Latency, Low Latency Trading, x86 Assembly, Microarchitecture, Linux, Unix Shell Scripting, SQL, Unix, PL/SQL, Oracle, Algorithms, STL, JDBC, Database Design, Trading Systems
Education
Peter the Great St.Petersburg Polytechnic University 1993 — 1999
Master, Computer Engineering
Псковский технический лицей 1991 — 1993
The Canton Group December 2013 - Present
Blue Water Media January 2012 - December 2013
Eyemaginations January 2011 - February 2012
Vocus January 2009 - January 2011
Corporate Executive Board February 2008 - January 2009
GlobalSpec May 2005 - January 2008
E*Trade Financial January 2001 - May 2003
Legg Mason February 1996 - January 2001
Skills
Social Media Marketing, B2B, SaaS, Marketing Strategy, Lead Generation, Digital Media, New Business Development, Social Media, Integrated Marketing, Enterprise Software, Salesforce.com, Sales Process, Selling, Marketing Communications, Online Advertising, Sales, Software Sales, Digital Marketing, Business Strategy, Digital Media Sales, Mobile Applications, Corporate Websites, Custom Software..., Triple Double, Responsive Web Design, Non-Proft Advocacy, CRM, Business Development, Marketing
Education
Providence College 1991 — 1995
BS
Saint Johns High School, Shrewsbury MA 1988 — 1991
Wells Fargo Bank December 2007 - Present
JMC Marketing March 2007 - Present
VeriSign September 2006 - February 2007
Hutner Group 2006 - 2006
Intuit 2005 - 2006
Charles Schwab 2004 - 2005
Macromedia 2003 - 2004
E*TRADE Financial 2002 - 2003
Adobe Systems 2000 - 2002
Cisco Systems 1999 - 2000
Education
Portland State University - School of Business
BS, Business Admin.
University of Oregon
Journalism
E*Trade Financial October 2006 - Present
Skills
Series 63, Mutual Funds, Series 7, Series 24
Education
Rutgers University-New Brunswick 1999 — 2004
Scottrade May 2014 - Present
E*TRADE Financial June 2012 - May 2014
Charles Schwab April 2006 - June 2012
TD Waterhouse--Ameritrade April 1998 - April 2006
Direct Media 1994 - 1996
Skills
Series 63, Series 7, series 9, series 10, series 66, life and health..., Asset Allocation, Banking, Equities, FINRA, Finance, Financial Advisory, Financial Modeling, Investment Advisory, Investments, Mortgage Lending, Mutual Funds, Options, Retirement Planning, Securities, Series 65, Strategic Financial..., Uniform Combined State..., Wealth Management
Education
Pace University 2006 — 2007
C.F.P. Candidate, Financial Planning
Alfred State 1991 — 1993
AS, Business Mangement, Finance
Somers High 1990 — 1990
E*TRADE Financial November 2003 - Present
Fleet Securities / Bank of America 2000 - 2003
National Basketball Association July 1997 - 2000
Quest Diagnostics May 1994 - July 1997
ADP July 1985 - November 1994
Skills
Vendor Management
Education
Stevens Institute of Technology 1998 — 2003
Masters of Science, Information Management
Pace University 1981 — 1985
BS, Management Information Systems
Wharton SII
AIG Advisor Group October 2013 - Present
AIG Advisor Group September 2007 - October 2013
Creative Management Group March 2006 - August 2007
Merrill Lynch October 2003 - December 2005
JP Turner & Company, LLC September 2002 - October 2003
E*TRADE Financial December 2000 - May 2002
Skills
Series 63, Series 7, Series 66, Series 24
Education
Presbyterian College 1995 — 1999
Bachelor of Science (B.S.), Business Administration and Management, General
iNautix Technologies February 2012 - December 2012
E*TRADE Financial November 2007 - May 2010
Cognizant Technology Solutions April 2007 - October 2007
Cognizant Technology Solutions December 2003 - February 2007
SoftLink International February 2003 - December 2003
Newgen Software Technologies July 2001 - August 2002
Skills
C++, DICOM, PL/SQL, MFC, IT Leadership, Enterprise Service Bus..., Misys Summit -..., Distributed Systems
Education
Padmashree Dr D. Y. Patil Vidyapeeth 1997 — 2001
Bachelor of Engineering, Computers
Naples Asset Management Company®, LLC July 2014 - Present
JPMorgan Chase October 2011 - Present
T3 Capital Management March 2011 - August 2011
E*Trade Financial March 2007 - January 2009
Skills
Series 63, Series 7, Series 24, Mutual Funds, Securities, Financial Analysis, FINRA, Finance, Retirement Planning, Microsoft Excel, Fixed Annuities, Microsoft Office, Wealth Management, Asset Allocation, Retirement, Mortgage Lending, Investments, Process Improvement, Equities, Portfolio Management, Fixed Income, Bloomberg, Risk Management, Financial Services, Derivatives, Options, Trading, Analysis
Education
William Paterson University of New Jersey 2009 — 2010
M.A.T., Education
Ramapo College of New Jersey 2002 — 2007
B.A., Political Science
Recall May 2011 - February 2014
E*TRADE Financial February 2010 - May 2011
InComm February 2009 - December 2009
SunTrust Bank January 2008 - February 2009
Norfolk-Southern August 2004 - August 2007
Unisource WorldWide July 2003 - August 2004
WebMD July 2000 - July 2002
Powell Goldstein, LLP May 1999 - July 2000
Deloitte September 1998 - April 1999
Marts & Lundy, Inc. November 1997 - August 1998
Skills
T-SQL, SQL, Microsoft SQL Server, ETL, SSRS, Data Warehousing, Database Design, Databases, SSIS, Database Mirroring, Database Replication, SSAS 2008, Disaster Recovery, High Availability, Database Administration, AIX, SQL Tuning, Performance Tuning, Mirroring, Replication, DB2
Education
Penn State University 1992 — 1996
Bachelor of Arts (B.A.), Economics
Old Dominion University 1996 — 1997
MA, Economics
Wachovia July 2005 - Present
Wells Fargo Advisors 2005 - Present
Etrade Financial 2004 - 2005
Education
Old Dominion University 1995 — 1999
National Retail Federation February 2014 - Present
National Retail Federation June 2012 - February 2014
National Retail Federation June 2005 - June 2012
Hartnett, Inc. May 2003 - February 2005
E*TRADE Bank/Telebank January 1998 - March 2003
E*TRADE Financial 1998 - 2003
Skills
Project Coordination, Relationship Management, Contractor Liaison, Mobile Applications, Marketing Communications, Email Marketing, Direct Marketing, Integrated Marketing, Online Marketing, Multi-channel Marketing, Social Media, Corporate Communications, Digital Strategy, Digital Marketing, Event Management, E-commerce, Copy Editing, Customer Acquisition, Integrated Marketing..., Marketing Documents, Direct Mail Campaigns, Customer Retention, Marketing Analytics, Mistake Proofing, Marketing Event Planning, Marketing
Education
Randolph-Macon Woman's College 1993 — 1997
BA, Psychology
Evanston Township High School 1989 — 1993
E*Trade Financial SupervisorEarthLink1997 - 2003
Education
Riverside City College 1996 — 1997
Popeyes Louisiana Kitchen, Inc. May 2012 - Present
E*Trade Financial May 2006 - June 2011
E*TRADE Financial 2006 - 2008
AFC Enterprises June 2001 - December 2005
S1 Corporation March 1998 - November 1999
Skills
Equities
Education
Oglethorpe University
Citigroup April 2008 - June 2015
BST America, LLC September 2007 - March 2008
E*TRADE Financial July 2001 - September 2007
Merrill Lynch April 1998 - July 2001
Union Bank of Switzerland 1994 - 1998
Skills
Vendor Management, Sybase, Risk Management, Equities, Financial Services, Derivatives, Outsourcing, Order Management, Portfolio Management, Business Process, Procurement, Negotiation
Education
Ohio University
Bachelor's Degree
Ohio Wesleyan University
E*TRADE Financial Corporation July 2015 - Present
OM Securities, LLC dba OptionsHouse November 2007 - July 2015
E*TRADE Financial April 2005 - November 2007
Scottrade August 2003 - April 2005
Charles Schwab June 2002 - August 2003
Charles Schwab May 2000 - June 2002
Skills
Series 7, Series 4, Series 24, Series 55, Series 63, Operations Management, Options, Risk Management, Trading, Electronic Trading, Securities, Retail Brokerage, Stock Trading, Financial Markets, FINRA, Regulatory Reporting, Back Office, Futures, Mutual Funds, Customer Relations, General Securities..., Equities, Trading Systems, Brokerage, Customer Service, Equity Trading, Block Trading, Broker-Dealer Operations, Trading Operations, Best Execution, Order Routing, Start-ups, Financial Services, ETFs, Stocks, Capital Markets, Prime Brokerage, Market Data, Equity Derivatives, Options Strategies, Commodity, Financial Risk, Bonds, Finance, Middle Office, Spread Trading, FX Options, Portfolio Management, Settlement, Bloomberg
Education
Purdue University 1995 — 1999
Northwest Bank April 2015 - Present
Bank of the Cascades March 2014 - April 2015
US Bank April 2003 - February 2013
E*TRADE Financial November 2001 - April 2003
CCS Express ATM June 1998 - November 2001
Skills
Wealth Management, Investments, Financial Planning, Risk Management, Estate Planning, Customer Service, Customer Support, Customer Satisfaction, Customer Experience, Dispute Resolution, Private Banking, Loans, Training, Securities, Credit, Deposits, Financial Services, Banking, Consumer Lending, Insurance, AML, Retail Banking, Lines Of Credit, Finance, Retirement Planning, Call Centers, Operational Risk..., Wealth Management..., Bank Secrecy Act, Process Improvement, Strategic Financial...
Education
Universite de Rennes II 1996 — 1998
MA, American Studies
Reed College 1995 — 1996
BA, American Studies
Lycee Emile Zola 1988 — 1992
Baccalaureat, Philosophy
Jules Isaac
Hold Brothers Capital LLC August 2012 - Present
Robert Half International/HSBC 2012 - 2012
Adecco Group/Credit Suisse July 2011 - September 2011
Genesis Securities April 2009 - April 2011
E*TRADE Financial August 2004 - February 2009
The MONY Group April 2003 - August 2004
Investec Asset Management May 2000 - April 2003
Wit Soundview Corp 2000 - 2001
PaineWebber 1995 - 2000
Skills
Series 7, FINRA, AML, Series 24, Securities
Education
Rider University 1990 — 1994
BA, History, Political Science
Freddie Mac November 2012 - Present
Freddie Mac December 2008 - October 2012
Freddie Mac July 2007 - November 2008
Freddie Mac June 2004 - June 2007
Etrade Financial July 2000 - May 2004
Skills
Financial Analysis, Sarbanes-Oxley Act, Risk Management, Financial Modeling, Internal Controls, Financial Reporting, Reporting & Analysis, Financial Systems..., System Implementations, Systems Improvement, Strategic Planning, Monthly Close Process, Subsidiaries, Business Initiatives, Change Management, Financial Forecasting, Corporate FP&A, Controllership Functions, Capital Markets, Financial Accounting, Investor Relations, Investor Reporting, PeopleSoft, Oracle, MicroStrategy Reporting, Hyperion, Crystal Reports, Regulatory Reporting, Regulatory Filings
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1998 — 2000
MBA, Accounting / Accounting Information System
Discover Home Loans September 2011 - Present
LendingTree February 2005 - September 2011
E*TRADE Financial February 2003 - February 2005
Skills
Mortgage Banking, Mortgage Underwriting, Underwriting, FHA, VA loans, Credit Analysis, Loans, Mortgage Lending, Refinance, Loan Origination, Credit, Loss Mitigation, Management, Sales, Residential Mortgages, FHA financing, Customer Service, Selling, Banking, FHA Financing, Loan Servicing, Mortgage Servicing, USDA, VA Loans
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Marketing
University of California, Los Angeles
BA, Economics
U.S. Department of Justice January 2009 - Present
Sizzling Good LLC March 2003 - July 2008
Princeton eCom September 1999 - March 2003
E*TRADE Financial August 1997 - August 1999
Education
Portland State University 1987 — 1990
Economics and Geography
Oregon State University 1986 — 1987
Electrical Engineering
SKY Harbor Capital Management, LLC November 2012 - Present
Equus Financial Consulting LLC February 2009 - Present
Pegasus Capital Advisors June 2012 - December 2013
Carter Ledyard & Milburn LLP May 2006 - February 2009
E*TRADE Financial February 2005 - May 2006
Wall Street Access October 2003 - February 2005
Josephthal & Co., Inc. January 2000 - October 2003
Prudential Financial 1994 - 1997
Prudential Financial 1994 - 1997
Prudential Financial 1994 - 1997
Skills
FINRA, Series 24, SEC compliance, USA PATRIOT Act, SEC regulations, CRD, Restricted Stock, Hedge Funds, SEC, Corporate Law, Securities, Securities Regulation, Options, AML, Financial Services, Anti Money Laundering
Education
Pace University School of Law 1989 — 1992
JD, Law
University of Richmond 1978 — 1982
BA, History
E*TRADE Financial May 2006 - Present
Skills
Equities, Fixed Income, Relationship Management, Wealth Management, Derivatives, Product Management, Product Marketing, Product Launch, Investment Strategies, Asset Allocation, Cross-functional Team..., Financial Services, Securities, Strategic Planning, Analytics, Mutual Funds, Leadership, Budgets, Project Management, Project Planning, Product Development, Investments, Risk Management, Management, Finance
Education
Pace University - Lubin School of Business
BBA, Marketing
TD Ameritrade October 2014 - Present
E*TRADE Financial Corporation June 2012 - October 2014
E*TRADE Financial March 2011 - June 2012
E*TRADE Financial December 2008 - March 2011
E*TRADE Financial December 2007 - December 2008
E*TRADE Financial February 2007 - December 2007
Computershare March 2005 - February 2007
Hennion & Walsh June 2004 - January 2005
Konsyl Pharmacueticals July 2003 - January 2004
Skills
Series 7, Finance, Investments, Financial Services, Securities, Mutual Funds
Education
Rutgers University-New Brunswick 2000 — 2004
BA, Economics
ImageFIRST 2010 - Present
E*TRADE Financial October 2008 - June 2009
Longhorn Steakhouse 2007 - 2008
Old Mill Realty 2005 - 2007
HealthSouth 2000 - 2004
Skills
Sales, Sales Force Development, Cold Calling, Account Management
Education
Reinhardt University 2002 — 2006
B.S.B.A., Accounting, Marketing
Kinney Group, Inc. January 2015 - Present
UnitedHealth Group October 2014 - January 2015
Interactive Intelligence October 2013 - October 2014
E*TRADE Financial August 2010 - September 2013
Purdue University November 2007 - July 2010
Upper Sandusky Exempted Village Schools August 2003 - August 2007
Skills
Firewalls, Wireless Networking, Cisco Networking, Cisco IOS, Cisco Technologies, BGP, Juniper, Cisco Wireless, CCNA, OSPF, RADIUS, Spanning Tree, Splunk, EIGRP, Cisco Nexus, TACACS+, VMware, Hyper-V, Switches, Network Security, Networking, Servers, Juniper Technologies, Data Center
Education
Purdue University 2006 — 2010
Bachelor of Science (BS), Computer Information Technology
E*TRADE FINANCIAL 2004 - Present
Skills
Risk Management, Accounting, Banking, Process Improvement, Financial Analysis, Financial Services, Financial Risk, Credit
Education
Rider University
A.A., Secretarial Science
E*TRADE Financial January 2013 - Present
Motorola September 2008 - December 2012
Advent Software September 2006 - August 2008
Oracle Corporation September 2000 - September 2005
Electronic Data Systems 1998 - 2000
Skills
Project Management, Program Management, Software Implementation, Release Management, Oracle Applications, Web Applications, CRM, ERP, Knowledge Management, Oracle PL/SQL..., MySQL, phpMyAdmin, Project Portfolio..., Cross-functional..., Offshore Resource..., Strategic Planning, Agile & Waterfall..., MS Project, PMO, Scope Management, Partner Management, Business Intelligence, Enterprise Software, Requirements Gathering, Integration, Data Warehousing, SaaS, Business Analysis, Oracle E-Business Suite, Business Process
Education
Continental Informatics 1995 — 2001
Certification, Oracle Certification - Database & Applications
Frontier Technologies
Diploma, Computers Diploma
Osmania University
Bachelors, Accounting
Mozilla Foundation September 2015 - Present
E*TRADE Financial October 2013 - August 2015
Weill Cornell Medical College February 2012 - October 2013
Weill Cornell Medical College March 2011 - February 2012
Apple, Inc. May 2006 - March 2011
Skills
Front-end Development, CSS, HTML, JavaScript, Web Applications, AngularJS, User Interface, iOS AutoLayout, iWork, Windows, jQuery, Web Development, Mac OS X, HTML5, CSS3, Grunt, Sass, Photoshop, Mac, Microsoft Office, Adobe Creative Suite
Education
Ramapo College of New Jersey 2006 — 2010
Bachelor's degree, Design and Visual Communications, General
Middlesex County Academy for Science, Mathematics and Engineering Technology 2002 — 2006
High School, Electrical and Computer Engineering, Salutatorian
Etrade Financial January 2010 - May 2015
Merrill Lynch October 2006 - January 2009
Merrill Lynch November 2001 - October 2006
Merrill Lynch April 2001 - October 2001
Merrill Lynch July 1999 - April 2001
DLJ Direct August 1994 - July 1999
Skills
Series 7, Six Sigma, Project Management, Product Management, Marketing, Recruiting, Financial Services, Banking, Securities, Portfolio Management, Wealth Management, Series 63, Investments, Equities, Risk Management, Financial Analysis, Process Improvement, Management, Leadership, Strategy
Education
Rider University 1990 — 1994
BS, Finance
Genworth Financial January 2008 - Present
Etrade Financial August 2004 - October 2007
GE Asset Management 2002 - 2004
Structured Finance Advisors Inc June 1995 - April 2002
Structured Finance Advisors, Inc. 1995 - 2002
MBIA June 1992 - June 1995
KPMG Bahrain 1985 - 1990
Raychem Engineering Pvt Ltd April 1985 - October 1985
Ambalal Sarabhai Enterprises Ltd 1981 - 1985
Skills
Securitization, Fixed Income, MBS, Risk Management, Capital Markets, Structured Finance, Securities, Alternative Investments, Portfolio Management, Asset Management, Hedge Funds, Structured Products, Bonds, Derivatives, Finance
Education
Pace University - Lubin School of Business 1990 — 1993
MBA, Finance, General
St. Joseph's College, Trichy, India 1977 — 1981
B.Com, Business
TIAA-CREF July 2007 - Present
TIAA-CREF September 2005 - June 2007
E*TRADE Financial August 2004 - August 2005
US Bank May 2003 - May 2004
First United Bank April 2002 - March 2003
Charles Schwab October 1997 - March 2002
Skills
Certified Financial..., Series 7, Series 66, Naviplan, Life & Health Insurance..., Retirement Planning, Investments, Finance, Uniform Combined State...
Education
Regis University
BS, Finance │ Minor, Economics
Dekalb County Schools August 2013 - Present
Gwinnett County Public Schools September 2008 - Present
Gwinnett County Schools August 2012 - May 2013
Etrade Financial August 2003 - June 2005
SunTrust Robinson Humphrey March 1994 - August 2003
Skills
Economics, Trading, Series 7, Securities, Banking, Strategic Financial..., Insurance, Finance, Equities, Risk Management
Education
Piedmont College 2010 — 2012
Master's degree, Secondary Education/Histoey, 4.0
University of North Georgia
BS, Political Science, History
E*TRADE Financial Corporation July 2014 - Present
E*TRADE Financial August 2012 - Present
Hartford/ Merrill Lynch November 2006 - Present
Super Target January 2006 - November 2006
CDW January 2005 - October 2005
American Income Life January 2003 - April 2003
UBS May 2002 - September 2002
Education
NJ 1999 — 2003
Bachelor of Business Administration (BBA), Marketing
Rowan University 1999 — 2003
B.S, Business Administration; Marketing
GE Global Research August 2012 - Present
WebEx July 2011 - August 2012
E*TRADE Financial January 2006 - October 2010
E*TRADE Financial 2002 - 2005
E*TRADE Financial November 2000 - April 2002
E*TRADE Financial August 1999 - November 2000
Tata Infotech Ltd 1997 - 1999
Skills
Spring, JAXB, Hibernate, Tomcat, JDBC, Maven, Web Services, Servlets, JUnit, iBatis, Perl, XSL, REST, Java Enterprise Edition, SOA, Distributed Systems
Education
PSG College of Technology 1993 — 1997
BE, Electrical and Electronics Engineering
Victory Capital Management June 2015 - Present
KPMG US July 2014 - Present
Cohen & Company December 2013 - Present
Cohen & Company January 2013 - December 2013
E*TRADE Financial October 2009 - January 2013
Etrade Financial April 2006 - October 2009
Skills
Series 7, Series 63, CPA, MBA, Accounting, Auditing, Hedge Funds, Trading, Account Reconciliation, Mutual Funds, Internal Audit, Financial Statements, Finance, Team Leadership, Financial Analysis, Tax, Fraud, Securities, Options, FINRA, Equities, Due Diligence
Education
Roosevelt University 2008 — 2010
Master of Business Administration (MBA), Accounting
University of Kansas 1994 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General
CenturyLink February 2008 - Present
E*TRADE Financial March 2004 - August 2005
Skills
BMC Remedy, Remote Desktop, Active Directory, VMware, Desktop Computers, Citrix, Business Analysis, Visio, Software Documentation, Microsoft Office, Computer Hardware, Cloud Computing, Desktop Application..., Desktop Deployment, Citrix Metaframe, SAP, Remote Access, Adobe Acrobat, Remedy User, Remedy Ticketing System, Remedy AR System, Lotus Notes, Jabber, Ghost Imaging
Education
Prince George's Community College 2003 — 2005
Electronic Engineering
High Point High School
Lewisdale Elementary
E*TRADE Financial Corporation April 2014 - Present
E*TRADE Financial January 2012 - April 2014
E*TRADE Financial September 2008 - January 2012
Commerce Bank September 2005 - August 2008
Skills
Captivate, Banking, Onboarding, ADDIE, Process Improvement, Organizational..., E-Learning, Performance Management, Change Management, Project Management, Needs Analysis, Leadership, Vendor Management, Risk Management, Instructional Design, Talent Management, Employee Relations, Coaching, Management, Training, Human Resources, Career Development, Instructor-led Training, Workshop Facilitation
Education
Nova Southeastern University Shepard Broad College of Law 2000 — 2003
J.D., Law
University of South Florida 1993 — 1998
B.A., Criminology
MBank Inc. January 2015 - Present
Loan Resolution Corporation August 2014 - December 2014
Timberline Servicing January 2011 - August 2014
Nike December 2010 - May 2011
Wealthbridge Mortgage December 2008 - December 2010
Merrill Lynch June 2006 - October 2008
Merrill Lynch April 2003 - June 2006
E*TRADE Financial January 2000 - February 2002
E*TRADE Financial April 1999 - December 1999
Wilshire Credit Corporation August 1997 - April 1999
Skills
Process Improvement, Databases, Loans, Analysis, Finance, Portfolio Management, Loss Mitigation, Mortgage Lending, Access, Management, Data Analysis, SQL, Loan Servicing
Education
Portland State University
BS, Economics
NCR Corporation March 2015 - Present
Fiserv June 2014 - October 2014
Fiserv October 2013 - June 2014
Huntington National Bank November 2012 - October 2013
TSYS Prepaid 2011 - 2012
TSYS Prepaid 2011 - 2011
E*TRADE Financial 2010 - 2011
Skills
Product Management, Business Analysis, SDLC, Financial Services, Cross-functional Team..., Strategy, Competitive Analysis, Management, Payments, Banking, Program Management, Analysis, Product Development, Electronic Payments, Payment Card Processing, Mobile Payments, Debit Cards, Software Documentation, User Acceptance Testing, Software Implementation, Prepaid Cards, Payment Services, Agile, Software Development, Business Process..., Preparation of Business..., Atlassian JIRA, CRM, Team Leadership, Emerging Payments, Online Payment Solutions, Roadmap, Product Requirement..., Market Sizing, Competitive Intelligence, Contract Negotiating, ACH, Business Development
Education
Ohio University 2007 — 2010
BBA, Business Economics
University of Cincinnati 2001 — 2003
Pickerington
Fiserv June 2015 - Present
Windstream Communications December 2013 - June 2015
Windstream Communications March 2013 - December 2013
Windstream Communications June 2012 - March 2013
Windstream Communications December 2011 - June 2012
Windstream Communications July 2010 - December 2011
E*TRADE Financial April 2008 - July 2010
Skills
Strategic Sourcing, Negotiation, Contract Negotiation, Vendor Management, Management, Project Management, Procurement, Sourcing, Account Management, Business Process..., Cross-functional Team..., Outsourcing, Process Improvement, Product Management, Purchasing, Supply Chain, Supply Chain Management, Supply Management, Telecommunications
Education
Reinhardt College 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Shorter College 2001 — 2006
Bachelor of Arts (BA), Business Administration and Management, General
Milton Highschool
Etrade Financial October 2006 - Present
Cort Furniture 1998 - 2006
Skills
Accounting, Accounts Payable, Financial Analysis, Account Reconciliation, Financial Reporting, Microsoft Excel, General Ledger, Process Improvement, PowerPoint, PeopleSoft, Internal Controls, Accounts Receivable, Sarbanes-Oxley Act
Education
Prince George's Community College 2009 — 2015
Associate of Applied Science in Accounting, Accounting and Business/Management
E*TRADE Financial Corporation November 2014 - Present
E*TRADE Financial Corporation March 2014 - Present
E*TRADE Financial April 2012 - October 2014
Alpari (US), LLC April 2011 - April 2012
BNP Paribas January 2011 - March 2011
Forex Capital Markets, LLC May 2005 - May 2010
RefcoFX, LLC February 2004 - May 2005
Computershare, Inc June 2003 - February 2004
Skills
Software Implementation, AML, Due Diligence, Auditing, Software Documentation, KYC, Financial Risk, FX Options, Risk Management, Complaint Management, Complaints, Compliance, Legal Compliance, Trade Compliance, Complaint Investigations, Product Complaints, Series 7, OFAC, Series 24, Derivatives, Capital Markets, Trading, Securities, Bank Secrecy Act, Financial Regulation
Education
Pace University 1999 — 2003
BA, Psychology; Abnormal Psychology, Child Psychology
Monsignor Farrell HS 1995 — 1999
Line2 June 2013 - Present
E*TRADE Financial August 2011 - May 2013
Purdue University June 2010 - May 2011
Purdue University May 2009 - August 2009
Skills
Java, Android Development, iPhone Application..., Objective-C, JavaScript, SQL, C++, Linux, MySQL, C, XML, C#, HTML, PHP, CSS, jQuery, Eclipse, Unix, Software Development, Microsoft SQL Server, AJAX, Programming, Subversion, Mobile Applications, Access, Android
Education
Purdue University 2006 — 2011
Bachelor of Science (B.S.), Computer and Information Technology
AmeriLife Group LLC March 2011 - Present
Allstate Financial February 2011 - March 2011
E*TRADE Financial August 2006 - December 2007
Skills
Insurance, Disability Insurance, Life Insurance, Strategic Financial..., Bonds, Customer Service, Series 63, Sales Management, Account Management, Strategic Planning, Series 7, Retirement Planning, Cold Calling, Team Building, Term Life Insurance, Retirement, Investments, Fixed Annuities, Long-term Care, IRAs, Long Term Care Insurance, Whole Life, Health Insurance, 401k, Securities, Asset Allocation, Wealth Management, Medicare, Risk Management, Underwriting, Mutual Funds, Income Protection, Investment Advisory, Financial Planners, Critical Illness, Financial Services, Investment Strategies, Indexed Annuities, Trading, Sales, Medicare Part D, Universal Life, Licensed Life
Education
UNC Charlotte 2000 — 2002
Bachelor of Science (BS), Business Administration, Management and Operations
Pennsylvania State University-Erie Campus 1998 — 2000
Nanto Board of Education July 2015 - Present
E*TRADE Financial Corporation May 2014 - July 2015
E*TRADE Financial December 2013 - May 2014
Kaplan Test Prep June 2013 - March 2014
Bloomberg LP July 2013 - December 2013
AEON Corporation of Japan December 2012 - May 2013
Kaplan Test Prep February 2012 - November 2012
Digital Manga Guild July 2011 - October 2012
Roukema Center for International Education, Ramapo College of New Jersey October 2010 - May 2011
Ramapo College August 2009 - May 2011
Education
Ramapo College of New Jersey 2007 — 2011
Bachelor of Arts
KCP International Language Institute 2010 — 2010
Certificate of Completion
Capital One February 2015 - Present
Capital One November 2012 - January 2015
N/A July 2011 - August 2012
E*TRADE Financial October 2004 - June 2011
Mars & Co August 2001 - September 2004
Skills
Data Analysis, Business Strategy, Analysis, Marketing Strategy, Strategic Planning, Web Analytics, Test Planning, Online Marketing
Education
Princeton University 1997 — 2001
BSE, Mechanical & Aerospace Engineering
Ally Financial Inc. August 2011 - Present
LPL Financial May 2008 - August 2011
E*TRADE Financial May 2007 - May 2008
E*TRADE Financial March 2006 - May 2007
Independent Financial Marketing Group July 2005 - March 2006
McAvey Sales and Service June 2004 - March 2005
J&J Sales and Logistics Company December 2002 - July 2003
Ocean First Bank May 1999 - December 2001
Skills
Series 7, Series 63, Series 24, Series 4, Business Requirements, Clarity, Excel, Access, SAP, Business Analysis, Operations, Microsoft Office, Documentation, Testing, Teamwork
Education
The College of New Jersey 2002 — 2004
Bachelor of Science (BS), Accounting
Ocean County College 2000 — 2001
Associate's degree, Business Administration and Management, General
Acurian Inc. January 2002 - Present
E*TRADE Financial September 1999 - July 2001
Graphnet June 1998 - October 1999
Skills
Blackberry, Linux System..., LAMP administration, Unix, Spacecraft, Molecular Modeling, Red Hat Linux, Sun Enterprise, Tomcat, Oracle, Web Services, Virtualization, Servers, Solaris, Data Center, Enterprise Software, Firewalls, Switches, Cisco Technologies, Software Development, Network Administration, Networking, Linux, DNS
Education
Rutgers University 1984 — 1992
Bachelor of Arts (B.A.), Computer Science
Rochester Institute of Technology 1980 — 1983