E*TRADE Financial
Industry: Financial services company
DescriptionE-Trade Financial Corporation is a financial services company organized in Delaware and headquartered in New York City. The company provides services for individuals and institutions that are investing online. Customer service: 80033387233 Headquarters: New York City, New York, United States Subsidiaries: OptionsHouse, LLC, Founders: William A. Porter, Bernard A. Newcomb
E*TRADE Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at E*TRADE Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
E*TRADE Financial Salaries. You can even request information on how much does E*TRADE Financial pay if you want to. Learn about salaries, pros and cons of working for E*TRADE Financial directly from the past employees.
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E*TRADE Financial Employees
E*TRADE Financial March 2014 - Present
E*TRADE Financial July 2013 - February 2014
SC Accounting and Tax Services January 2013 - April 2013
Westminster College January 2012 - April 2013
U.S. Census Bureau -- Census Coverage Management March 2010 - August 2010
Summit Group November 2008 - September 2009
Premier Mentoring January 2007 - October 2007
Discover Financial Services January 2005 - December 2006
Skills
Income Tax, Sales, Team Leadership, Team Building, Financial Statements, Customer Service, Microsoft Excel, Financial Analysis, Teaching, Finance, Leadership, Tax, Accounting, Access, Analysis, QuickBooks, Financial Reporting, Strategic Financial..., PowerPoint, Microsoft Word, Data Analysis, Microsoft Office, Time Management, Financial Accounting, Training, Teamwork, Auditing, Research, Strategic Planning, Management, Financial Modeling, Marketing, Sarbanes-Oxley Act, Coaching, Business Strategy, Tax Preparation, Internal Controls, Small Business, Accounts Receivable, Accounts Payable, Payroll, Account Reconciliation
Education
Westminster College 2011 — 2013
Bachelors of Science, Accounting
Salt Lake Community College 2010 — 2011
Business Administration and Management, General
YExplore Yosemite Adventures January 2006 - Present
Etrade Financial June 2003 - May 2005
Etrade Financial June 2002 - June 2003
Tradescape Securities June 1999 - June 2002
Skills
Team Building, Start-ups, SEO, Marketing, Program Management, Entrepreneurship, Online Marketing, Social Networking, Photography, Strategic Planning, Event Management, Social Media, Public Speaking, Leadership, Customer Service, Social Media Marketing, Event Planning, Marketing Strategy, Fundraising, Online Advertising, Small Business, Brand Development, Coaching, Public Relations, Tourism, Sustainable Tourism, Hospitality, Business Planning, Advertising, Training, Strategic Partnerships, E-commerce, Blogging, Email Marketing, Adventure Travel, Budgets, Editing, Marketing Communications, Community Development, Recruiting, Business Development, New Business Development, Business Strategy, Management, Sales, Trade Shows, Strategy, Direct Marketing, Tour Operators, Chocolate Tasting
Education
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1992
B.A.
Freehold High School 1984 — 1988
if(we) June 2015 - Present
E*TRADE Financial August 2011 - May 2015
iD Tech Camps June 2013 - August 2013
Gaia Interactive May 2011 - July 2011
Fireman's Fund Insurance Company June 2010 - August 2010
Fundavision February 2010 - May 2010
Skills
Spring, Java, Java Web Services, Oracle, Hibernate, Maven, Web Services, Tomcat
Education
San Jose State University 2007 — 2011
BS, Computer Science
Mission San Jose
Strongbrook July 2013 - Present
E*TRADE Financial October 2011 - July 2013
Metals USA July 2004 - August 2010
Skills
Microsoft Excel, Marketing, Financial Analysis, Customer Service, Inventory Management, Analysis, Finance, Sales, Time Management, Microsoft Office, Negotiation, Investment Properties, Investments, Real Estate, Stock Market, Asset Protection, Day Trading, Stock Trading, Stock Market Analysis, Technical Analysis
Education
University of Utah 2010 — 2011
Bachelor of Arts (BA), Economics
Salt Lake Community College 2004 — 2010
Associates, Architectural Technology
Goldman Sachs March 2010 - Present
Winder Farms January 2009 - March 2010
Wells Fargo Securities August 2008 - January 2009
E*TRADE Financial April 2006 - July 2008
Skills
Due Diligence, Equities, Fixed Income, Financial Services, Finance, Financial Analysis, Investments, Leadership, Management, Risk Management, Trading, Wealth Management
Education
University of Phoenix
Bachelor's degree, Finance, General
Salt Lake Community College
Associate's degree, General Studies
Bridgeworth, LLC August 2008 - Present
First Financial Group of the South, Inc. July 2003 - August 2008
E*TRADE Financial July 2001 - July 2003
American Express February 1998 - July 2001
Skills
Investment Advisor, Investment Management, Financial Planning, Estate Planning, Personal Risk Management
Education
Samford University 2007 — 2009
Master of Business Administration (M.B.A.)
Tulane University 1988 — 1993
Bachelor's of Science in Management, Finance
Hewlett-Packard November 2012 - Present
Hewlett-Packard November 2012 - Present
E*TRADE Financial May 2012 - October 2012
E*TRADE Financial August 2011 - July 2012
ARMUS Corporation April 2010 - July 2011
Acxiom Digital June 2007 - December 2007
Skills
Linux, 3PAR, FCoE, Fiber Switches, System Administration, JavaScript, Java, HTML, Spring, Agile Methodologies, Testing, XML, Software Development, SQL, Microsoft Office, Web Services, Quality Assurance, Scrum, Unix, CSS, Photoshop, MS Project, Hibernate, JIRA, Software Engineering, Maven, Tomcat, Windows, REST, Project Management, SOA, Spring Framework, Visio, JUnit, Trac, Agile Project Management, Agile & Waterfall..., PTS, PostgreSQL, Subversion, Apache, Software Project..., Requirements Gathering, Hyper-V
Education
San Francisco State University 2008 — 2011
BS, Information Systems
Lisa Kampner Hebrew Academy 2003 — 2006
Diploma
New Jersey State Board of Accountancy September 2013 - Present
E*TRADE Financial April 2012 - July 2013
Chartis July 2009 - April 2012
AT Professional Accounting Inc. June 2004 - June 2009
Skills
Insurance, Account Reconciliation, General Ledger, Accounts Receivable, Customer Service, Underwriting, Financial Statements, Cash Flow, Financial Analysis, Data Analysis, Microsoft Excel, Access, Financial Risk, Accounting, Auditing, Management, Microsoft Office, Business Analysis, Finance
Education
Rutgers University-New Brunswick 2005 — 2009
Bachelor of Science, Finance, 3.53
Bergen County Technical High School 2001 — 2005
High School Diploma, Engineering
J.P. Morgan July 2013 - April 2015
Katharine & George Alexander Community Law Center - Worker's Rights Clinic January 2013 - May 2013
Law Foundation of Silicon Valley May 2012 - March 2013
Katharine & George Alexander Community Law Center - Consumer Law Program January 2012 - May 2012
Watsonville Law Center June 2011 - August 2011
UC Davis - Student Disability Center September 2009 - July 2010
E*TRADE Financial September 2005 - March 2006
Wells Fargo February 2005 - September 2005
Skills
Client Counseling, Community Outreach, Community Development, Recreation Planning, Therapeutic Recreation, Childcare, Customer Advocacy, Negotiation, Financial Services, Customer Service, Creative Writing, Letter Writing, FileMaker, Database Admin, Handle Confidential..., Client Contact, Client Intake, Public Speaking, Non-profit Volunteer, Research, Public Benefits, Persuasive Writing, Leadership, Youth Work, Experience Working with..., Communication Skills, Legal Research, Licensing, Lexis
Education
Santa Clara University 2010 — 2013
Doctor of Law (J.D.), Public Interest/Social Justice Emphasis
University of California, Davis 2008 — 2010
B.A. in English, with Honors, English Literature, Emphasis in Creative Writing
The Mindful Warrior Project July 2014 - Present
The Mindful Warrior Project 2013 - Present
UBS Financial January 2011 - January 2012
MindGlo March 2009 - October 2010
E*TRADE Financial January 2002 - December 2008
US Navy January 1990 - January 1994
Skills
Program Management, Management, Coaching, Business Development, Risk Management, Customer Satisfaction, Strategic Planning, Product Management, Team Building, Performance Management, Customer Service, Vendor Management, Team Leadership, Cross-functional Team..., Project Management, Analysis, Leadership, Process Improvement, Sales, Business Analysis
Education
Sacramento City College 2000 — 2003
studies, Business
Rogers Family Company September 2014 - Present
E*TRADE Financial February 2010 - March 2014
E*TRADE Financial Corporation March 2008 - February 2010
E*TRADE Financial Corporation June 2000 - March 2008
E*TRADE Financial Corporation August 1999 - June 2000
Adobe 1995 - 1999
KPMG US 1991 - 1995
Skills
Analysis, Strategic Financial..., Forecasting, Financial Modeling, Financial Analysis, Financial Reporting, Metrics, Metrics Reporting, Key Performance..., Consolidation, Budget Forecasts, Financial Variance..., Executive Reporting, Performance Reporting, Hyperion Enterprise, Essbase, Microsoft Excel, Microsoft Office, PowerPoint
Education
San Jose State University 1990 — 1992
Master of Science (MS), Taxation
San Diego State University-California State University 1988 — 1990
Bachelor of Science (BS), Accounting
USAA November 2013 - Present
E*TRADE Financial July 2009 - November 2013
E*TRADE Financial June 2003 - January 2008
Morgan Stanley March 1999 - June 2003
Skills
Consultative Sales..., Hands-on Problem Solver, Delegation, Sales Operations, Series 7, Series 63, Financial Analysis, Risk Management, Financial Planners, Financial Modeling, Wealth, Cash Management, Securities, FINRA, Uniform Combined State..., Series 24, Registered Investment..., Options, Asset Allocation
Education
San Diego State University-California State University 1988 — 1993
Bachelor of Applied Science (BASc), Finance, General
Point Loma High School
EY 2011 - Present
Wells Fargo October 2009 - March 2011
Wells Fargo October 2007 - February 2010
Wells Fargo Advisors October 2006 - October 2007
E*TRADE Financial October 2004 - October 2006
Skills
Project Management, Investments, Series 7, Series 63, Series 6, Consumer Lending, Loans, Banking, Portfolio Management, Integration, Operational Due..., Transaction Management, Acquisition Integration, Management Consulting, Strategy, Due Diligence, Financial Services, Mergers & Acquisitions, CRM, Management, Cross-functional Team..., Business Process..., Divestitures, Retail Banking, Project Planning, Business Development, Process Improvement, Relationship Management, Consulting
Education
San Jose State University 1999 — 2004
Bachelor of Science, Business Administration; Finance
Dushi Accounting Services January 2013 - Present
University of Phoenix August 2013 - Present
E*TRADE Financial September 2011 - December 2012
NEW YORK TIMES COMPANY August 2000 - May 2011
KPMG LLP February 1999 - August 2000
THE NEW YORK CITY COMPTROLLER'S OFFICE September 1995 - January 1999
Skills
Public Accounting, Internal Audit, Sarbanes-Oxley Act, Newspaper, Magazines, Television, Radio, Internet, Construction, Fraud, System Implementations, Financial Services, Government Auditing, contract compliance, Project Management, Sarbanes-Oxley, Internal Controls, Auditing, Process Improvement, CISA, External Audit, Contract Management, Financial Audits, Accounting, Forecasting, Risk Assessment, Financial Analysis, Accountants, Newspapers, Financial Statements, SEC filings, Mergers & Acquisitions, Budgets, CPA, Enterprise Risk..., Finance, GAAP, SAP, SOX 404, US GAAP, Financial Accounting, IFRS, Variance Analysis, Financial Reporting, Leadership, Management, SEC Filings, IT Audit
Education
Saint John's University 2003 — 2005
Master of Business Administration (MBA), Finance
St. John's University 1991 — 1995
Bachelor of Science, Accounting
MetLife 2006 - Present
E*TRADE FINANCIAL 2004 - 2006
MetLife 2001 - 2004
Datek Online 1998 - 2001
AT&T 1983 - 1998
Skills
Marketing Communications, Mutual Funds, Marketing, Retirement, Employee Benefits, Insurance, 401k, Marketing Strategy, Financial Services, Fixed Annuities, Investments, Leadership, Relationship Management
Education
Saint Louis University
MBA
University of Missouri-Columbia
B.S., Business
NinthDecimal, Formally (JiWire, Inc.) December 2006 - Present
E*TRADE Financial 1999 - 2003
Stanford University January 1997 - January 1999
Skills
Hadoop, C, Perl, PHP, Subversion, Python, Apache, Java, Linux, MySQL, Unix Shell Scripting, Data Mining, LAMP, SQL, ETL, Data Warehousing, Data Modeling, Amazon Redshift, Amazon S3, ParAccel, Agile Methodologies, Git
Education
SFSU
Master of Science (M.S.), Physics
San Francisco State University
Bachelor of Arts (BA), Philosophy
BlackRock 2013 - Present
Lifestyle Fitness 2009 - 2015
BlackRock 2012 - 2013
BlackRock 2011 - 2012
E*TRADE Financial 2010 - 2011
Merrill Lynch 2004 - 2009
Wells Fargo Bank 2002 - 2004
Skills
Investments, Asset Allocation, Equities, Strategic Financial..., Business Strategy, Financial Analysis, Finance, Financial Planning, Strategic Planning, ETFs, FX trading, Portfolio Management, Mutual Funds, Wealth Management, Valuation, Alternative Investments
Education
San Diego State University-California State University 2007 — 2008
MBA, Financial and Tax Planning
San Diego State University-California State University 2003 — 2005
BA, Economics
E*TRADE Financial July 2012 - Present
Learning Star June 2011 - May 2012
SJSU Learning Assistance and Resource Center August 2008 - May 2011
Skills
Java, Android, NetBeans, Eclipse, Software Development, Software Engineering, Software Design, Software Implementation, Network Architecture, Google App Engine, Microsoft Office, Photoshop, Writing Skills, Editing, JavaScript, Tutoring
Education
San Jose State University 2006 — 2011
Bachelor's degree, Computer Software Engineering, 3.2
Blue Jeans Network October 2013 - Present
E*TRADE Financial October 2011 - October 2013
VisiStat June 2011 - October 2011
DreamWorks Animation August 2009 - August 2010
Skills
JavaScript, jQuery, Backbone.js, JSON, HTML 5, CSS3, XML, XSLT, PHP, LAMP, MySQL, Subversion, Git, Apache, Python, REST, Perl, Web Development, User Interface, Unix, SQL, Django, Web Applications
Education
San Jose State University 2009 — 2011
Bachelor of Science (BS), Computer Science
Apple January 2013 - Present
Pacific Gas and Electric Company March 2006 - April 2010
E*TRADE Financial January 2005 - March 2006
Skills
Sound, Financial Modeling, Data Analysis, Microsoft Excel, Project Management, Financial Analysis, Visio, Research, Microsoft Office, Business Analysis, PowerPoint, Process Improvement, Requirements Analysis, Risk Management, Strategic Planning, Analysis, SAP, SQL, Access, Accounting, Leadership, Project Planning, Public Relations, Business Process..., Team Leadership, Business Process, System Administration
Education
Embry-Riddle Aeronautical University 2014 — 2016
Master of aeronautics, Aeronautics/Aviation/Aerospace Science and Technology, General
Sacramento City College 2003 — 2005
Associate of Arts and Sciences (AAS), Economics
CLEARLINK March 2013 - Present
CR England Trucking April 2012 - January 2013
Morgan Stanley Smith Barney February 2010 - December 2012
E*TRADE Financial June 2011 - March 2012
The Sussex Group 2000 - 2005
Discover Card 1993 - 2000
Skills
Finra Series 7, Series 63
Education
Cottonwood High School
High School Diploma, General Education
Salt Lake Community College
E*TRADE Financial January 2014 - March 2015
E*TRADE Financial Corporation February 2015 - 2015
E*TRADE Financial January 2013 - January 2014
E*TRADE Securities, LLC August 2011 - December 2012
E*TRADE Financial July 2009 - July 2011
Morgan Stanley January 2006 - February 2009
Fidelity Investments March 2005 - September 2005
Discover Financial Services 2001 - 2005
Skills
Investment Advisory, Series 7, Series 24, Series 9, Series 10, Branch Management, Series 63, Financial Services, Portfolio Management, Securities, Finance, Mutual Funds, FINRA, Investments, Uniform Combined State..., Investment Strategies, Management, Retirement Planning, Wealth Management, Asset Allocation, ETFs, Series 65, Equities, Retirement, Sales, Options, Relationship Management, Financial Planning, Financial Advisory, Fixed Income, 401k, Asset Management, Trading, Strategic Financial..., Fixed Annuities, Series 66, SEC filings, Series 31, Wholesale Operations
Education
Salt Lake Community College
University of Phoenix-Utah Campus
Alpine Securities May 2014 - Present
E*TRADE Financial September 2012 - May 2014
Prestige Financial Services March 2012 - August 2012
Prestige Financial Services January 2010 - March 2012
Prestige Financial Services July 2009 - December 2009
Prestige Financial Services April 2008 - June 2009
Dragon Diner June 2002 - April 2008
Skills
Financial Services, Call Centers, Customer Service, Series 7, Finance, Series 63, Training, Time Management, Credit, Financial Analysis, Risk Management, Banking, Credit Cards, Series 55
Education
University of Utah 2004 — 2007
Bachelor's Degree, Art History
Salt Lake Community College 2002 — 2004
Associate of Science
Genesys March 2015 - Present
RBS Markets and International Banking September 2013 - February 2015
E*TRADE Financial June 2011 - September 2013
Hold Brothers Capital, LLC June 2010 - May 2011
JP Morgan Chase November 2010 - February 2011
Wells Fargo Bank December 2008 - May 2010
Euor-Mir Corp April 2006 - November 2008
Skills
Equities, Investments, Trading, Securities, Series 7, Customer Service, Options, Risk Management, Banking, Financial Services, Management, Portfolio Management, Analysis, Sales, Series 63, Financial Markets, Investment Strategies, Budgets, Stocks, Economics, Operations Analyst, Futures Trading, Foreign Currency Trading, JavaScript, AngularJS, HTML5, CSS, Node.js, Software Development, FINRA, Finance
Education
Salt Lake Community College 2011 — 2015
Bachelors, Business
Stratford Career Institute 2004 — 2008
Technical Degree, Travel/Tourism
Circle Dog Media 2008 - Present
Traction August 2011 - April 2015
ATTIK.com August 2007 - September 2008
MOLI 2006 - 2007
San Francisco City Hall February 2006 - August 2006
IZIZ Dezigns March 2005 - February 2006
E*TRADE Financial December 1996 - April 2003
E*TRADE Financial June 1997 - June 1999
Skills
Management, User Experience, Email Marketing, Budgets, Product Development, Project Management, Flash, Digital Strategy, Brand Development, Web Design, Quality Assurance, Start-ups, Account Management, Online Marketing, Mobile Marketing, WordPress, E-commerce, Creative Direction, Information Architecture, Social Media Marketing, Entrepreneurship, Digital Marketing, Integrated Marketing, Social Media, Online Advertising, Web Development, Leadership, Advertising, Website Development, User Interface Design, Strategy, Content Strategy, Interactive Advertising, Digital Media, Interaction Design, User Interface, Web Project Management, Creative Strategy, Experience Design, Mobile Devices, Interactive Marketing, SEM, User Experience Design, People Management
Education
San Francisco State University 1994 — 1997
BFA
E*TRADE Financial Corporation July 2015 - Present
E*TRADE Financial December 2013 - July 2015
Integrated Medical Development May 2013 - October 2013
Shanghai Maritime University September 2008 - June 2009
Skills
Microsoft Office, Excel, PowerPoint, Word, Research, SAS, C, R, Data Analysis, Statistical Modeling, Microsoft Excel, SPSS, Market Research, Data Mining, Microsoft Word
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2013
Master's degree, Statistics
Shanghai Maritime University 2007 — 2011
Bachelor's degree, Management Science
LinkedIn September 2013 - Present
Tesla Motors June 2013 - September 2013
Facebook August 2012 - April 2013
meebo November 2007 - June 2012
Google Inc October 2006 - November 2007
Synopsys Inc April 2006 - October 2006
Google February 2005 - March 2006
E*TRADE Financial August 2004 - February 2005
Skills
Applicant Tracking..., College Recruiting, Recruiting, Talent Acquisition, Sales, Internet Recruiting, Sourcing, Enterprise Software, Management, Technical Recruiting, Employee Relations, Salesforce.com, Interviews, Human Resources, Hiring, Business Development, Temporary Placement
Education
Santa Clara University
Bachelor of Arts
JPMorgan Chase January 2012 - Present
Citi 2008 - 2012
E*TRADE Financial 2005 - 2007
BrownCo 2000 - 2005
JPMorgan Chase 1999 - 2000
Skills
Building Relationships, Mutual Funds, Financial Services, Banking, Relationship Management, Credit, Securities, Global Custody, Management, Quality Assurance, Employee Coaching, Employee Engagement, Business & Reporting..., Call Center, Investments, Talent Management, Performance Appraisals, Fixed Income, Equities, Trading, Bloomberg, Options, Call Centers
Education
Saint Joseph's College 2014 — 2016
Master of Business Administration (M.B.A.), Leadership
University of West Alabama 1995 — 1999
Bachelor of Science (B.S.), Business Administration and Management, General
St. Petersburg Catholic 1992 — 1995
California Department of Insurance August 2012 - Present
Universal North America 2008 - August 2012
Nationwide Insurance 2006 - 2008
USAA 2003 - 2006
E*TRADE Financial 2000 - 2003
Holiday Inn Capital Plaza 1996 - 2000
Skills
Process Improvement, Leadership, Risk Management, Project Management, Insurance, Management, Business Development, Underwriting, Property & Casualty..., Customer Service, Data Analysis, Training, Team Building, Strategic Planning, Microsoft Office, Business Analysis, Budgets, Software Documentation, Access, Sales, Time Management, PowerPoint, Microsoft Excel, Analysis, Marketing, Auditing, Program Management, Team Leadership, Business Process..., Financial Analysis, Vendor Management, Visio, Coaching, Quality Assurance, Outlook, Accounting
Education
Saint Mary's College of California 2007 — 2008
MBA, Business
University of San Francisco 2003 — 2005
Bachelor of Arts, Public Administration
Decca Design February 2015 - Present
Panoramic Leadership, Inc October 2012 - Present
Three 4 Design January 2011 - Present
Heart of the Valley, Services for Seniors, Inc. 1990 - Present
Salas O'Brien June 2013 - December 2013
Artik Art & Architecture (formerly Bill Gould Design) May 2004 - March 2012
Good Samaritan Hospital 2003 - 2003
E*TRADE Financial 2000 - 2001
Project Sentinel 1997 - 2000
ilc Technology 1988 - 1998
Skills
Marketing Event Planning, Adobe Creative Suite, Microsoft Office, Creative Direction, Marketing Communications, Project Management, Website Development, Community Outreach, Photography, Brand Management, Proposal Production, Marketing Campaigns, Marketing Budget..., Mentoring, Advertising Management, Motivated self-starter, Outstanding verbal, Teamwork, Positive Team Player, Deadline Driven, Imaginative, Mac OS, SEO
Education
San Jose State University 1995 — 1998
Master of Arts (MA), Speech Communication and Rhetoric
San Jose State University 1992 — 1995
Bachelor of Arts (BA), Radio, Film & Television, Minor in Advertising
prospect high school
Sovereign Bank May 2011 - Present
New Movement Media Corp March 2009 - Present
New Movement Real Estate September 2014 - Present
JPMorgan Chase July 2013 - March 2014
Landmark Realty Capital February 2011 - May 2011
Etrade Financial August 2008 - July 2009
JP Morgan Chase March 2006 - May 2007
US Mortgage 2005 - 2006
Cardinal Health 2004 - 2004
Skills
Mortgage Lending, Loans, Refinance, FHA, Mortgage Banking, Investment Properties, Real Estate Transactions, Leadership, Business Development, Loan Origination, Residential Mortgages, Credit, Management, Credit Analysis, Commercial Lending, Commercial Mortgages, FHA financing, Underwriting, Banking, VA loans, Real Estate Financing, Construction Loans, Reverse Mortgages, Mortgage Underwriting, Real Estate Economics, Consumer Lending, Small Business Lending, Equities, Investments, Real Estate, Home Equity Loans, Finance, Portfolio Management, Lines Of Credit, Commercial Banking, First Time Home Buyers, Certified Mortgage..., Government Loans, Credit Risk, Financial Analysis, Retail Banking, Funding, Cross Selling, Financial Services, Risk Management, Residential Homes, Financial Structuring, Asset Management, Commercial Real Estate, Strategic Financial...
Education
Rutgers University-New Brunswick
New York Real Estate Institute
Certificate in Commercial Real Estate
Monroe Township high school
E*TRADE Financial March 2011 - Present
Citi Private Bank March 2007 - July 2010
Citi Private Bank September 2006 - March 2007
Citi Private Bank May 2005 - September 2006
Merrill Lynch August 2003 - April 2005
ICAP February 2002 - August 2003
Merrill Lynch April 2000 - February 2002
Merrill Lynch December 1997 - March 2000
Merrill Lynch July 1996 - November 1997
Merrill Lynch June 1992 - January 1996
Skills
Brokerage, Asset Managment, Wealth Management, Compliance, Financial Services, Banking, Investments, Series 53 - Municipal..., Series 24 - General..., Series 7 - General..., Series 63 - Uniform...
Education
Rutgers University-New Brunswick 1992 — 1996
Bachelor of Science, Finance
VSP Vision Care November 2013 - Present
Vanir Construction Management December 2009 - September 2013
E*Trade Financial November 2006 - December 2009
FitzGerald Communications (now Fleishman-Hillard) August 2004 - October 2006
Connect Public Relations 2002 - 2004
Sterling Hager February 2001 - October 2001
Skills
Public Relations, Corporate Communications, Marketing Communications, Media Relations, Social Media, Writing, Brand Development, Product Launches, Website Development, Press Releases, Social Media Marketing, Internal Communications, Copywriting, Strategic Communications, Event Management, Marketing Strategy, Newsletters, Editing, Facebook, Social Networking, Community Relations, Communications Strategy, SEO, Promotions, B2B, Messaging, Account Management, Customer Relations, Executive Communications, Investor Relations, Publicity, Lead Generation, Microsoft Office, Employee Relations, Vendor Relations, Community Outreach, Email Marketing, Online Marketing, Proposal Writing, Advertising
Education
St. Mary's College of California 1996 — 2000
BA, Communication, Psychology
Novato High School 1992 — 1996
High School, General Studies
sitelettes.com January 2012 - Present
E*TRADE Financial December 2009 - December 2011
Oracle January 2009 - December 2009
STI Innsbruck 2008 - 2008
Boeing 2004 - 2007
SAP 2001 - 2004
Nokia 2000 - 2002
westwave communications 2000 - 2001
Fujitsu Network Communications 1997 - 1999
Skills
JavaScript, User Interface Design, Java, Android, REST, HTML 5, HTML5, Software Development, Web Services, Agile Methodologies, XML, Linux, JSP, SQL, Java Enterprise Edition, Software Architecture
Education
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1994
Master of Science, Computer Science
University Laboraty School
Sotheby's International Realty July 2014 - Present
Source4 Teachers April 2014 - Present
E*TRADE Financial February 2006 - February 2013
E*TRADE Financial 2006 - February 2013
Harrisdirect 2004 - 2006
DLJdirect 1998 - 2002
Skills
Series 7, Series 24, Securities, Series 63, Equities, Mutual Funds, FINRA, Fixed Income, Financial Services, Wealth Management, Trading, Investments, Risk Management, Options, Capital Markets, Back Office, Alternative Investments, Middle Office, Finance, Relationship Management
Education
Rutgers, The State University of New Jersey-Newark
ADP August 2014 - Present
Kings III Emergency Communications April 2013 - August 2014
ZocDoc September 2012 - January 2013
Sano Investments September 2011 - August 2012
Forest Laboratories August 2005 - August 2011
E*TRADE Financial February 2002 - May 2005
ADP October 1999 - November 2001
Skills
Pain Management, Nephrology, Rheumatology, Neurology, Cardiology, Pharmaceutical Sales, Clinical, Sales Presentations, Business Strategy, Stock Trading, Stock Picking, New Business Development, Small Business, ADP Payroll, Payroll Services, Microsoft Word, Problem Solving, Strategic Planning, Hospitals, Financial Analysis, Financial Markets, Sales, Pharmaceutical Industry, Sales Operations, Leadership, Sales Force Development, Selling, Business Development, Urology, Managed Care, Sales Effectiveness, Product Launch, Cold Calling
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1998
B.A., Political Science
Parsippany Hills High School
E*TRADE Financial Corporation May 2015 - Present
E*TRADE Financial August 2013 - May 2015
E*TRADE Financial October 2012 - August 2013
NAPA Auto Parts April 2011 - October 2012
Utah Athletic Foundation January 2007 - April 2011
Skills
Customer Satisfaction, Sales, Customer Service, Leadership, Time Management, Forecasting, Outlook, Series 7, Customer Retention, Team Building, Microsoft Excel, Team Leadership, Event Planning, Training, Series 63, Inventory Management, Microsoft Office, Inventory Control, Microsoft Word, PowerPoint, Marketing, Sales Management, Purchasing, Account Management, Budgets, Teamwork
Education
University of Utah - David Eccles School of Business 2011 — 2014
Bachelor of Finance, Finance, General
Salt Lake Community College 2006 — 2011
Associate of Arts and Sciences (A.A.S.), Business/Corporate Communications
Rhodora Angpin RTW February 2014 - March 2014
Maureen Recca Cruz Haute Couture October 2013 - December 2013
E*TRADE Financial August 2012 - September 2013
Convergys April 2012 - October 2012
Innodata Inc. March 2011 - February 2012
IBM Global Process Services March 2009 - October 2010
Skills
Series 7, Series 63, Financial Analysis, Financial Accounting, Compliance, Accounts Receivable, Customer Service, Market Research
Education
SLIM's Fashion and Arts School 2014 — 2014
Certificate, Fashion/Apparel Design, A+
TESDA Women's Center 2013 — 2014
National Certificate, Fashion/Apparel Design, A+
Saint Louis University (PH) 2003 — 2008
Bachelor of Science (B.S.), Accounting
Sky Coaching Inc. October 2005 - Present
Irwin Home Equity February 2004 - November 2005
Polyserve Corporation 2001 - 2003
Montclare Technologies April 2000 - April 2001
E*TRADE Financial April 1999 - April 2000
Visa International March 1995 - April 1999
Skills
Performance Management, Coaching, Training, Life Transitions, Organizational..., Leadership Development, Executive Coaching, Workshop Facilitation, Public Speaking, Career Development, Personal Development, Team Building, Career Counseling, Leadership, Recruiting, Community Outreach, Teaching, Staff Development, Conflict Resolution, Human Resources, Nonprofits, Strategy, Personnel Management, Interviews, Program Management, Management, Entrepreneurship, New Hire Orientations, Time Management, Motivational Speaking, 360 Feedback, Life Coaching, Executive Development, Presentation Coaching, Succession Planning, Deferred Compensation, Culture Change, Lifestyle Coaching, Stress Management, HRIS, Outplacement, Employee Benefits, MBTI
Education
The Coaches Training Institute 2005 — 2007
Certified Professional Co-Active Coach, Professional Coaching and Development
University of San Francisco 1997 — 2000
MA, Human Resources and Organizational Development
Santa Clara University 1988 — 1992
BA, Psychology
E*TRADE Financial January 2012 - Present
Merrill Lynch 2009 - 2012
Waddell & Reed 2008 - 2010
Enterprise Rent-A-Car July 2003 - December 2006
Ace Parking 1999 - 2003
Skills
Strategic Financial..., Investments, Finance, Risk Management, Retirement Planning, Estate Planning, Asset Allocation, Retirement, Asset Management, Asset Managment, Wealth Management, Mutual Funds, Financial Planning, Retirement Income..., Asset
Education
San Diego State University-California State University 1999 — 2004
Business Management, Finance & Management
San Diego Mesa College 1999 — 2000
Associate Degree, Undergraduate
Liquidnet Canada April 2008 - Present
E*TRADE Financial October 2006 - March 2008
E*TRADE Canada Securities Corp 2006 - 2008
ITG Canada May 2000 - July 2006
Deutsche Bank Securities January 1994 - May 2000
Skills
Equities, Back Office, Capital Markets, Front to Back Office, Electronic Trading, Middle Office, Settlement, Equity Trading, Trading Systems, Fixed Income, Investments, Prime Brokerage, Equity Derivatives, Derivatives, Hedge Funds, Asset Management, Bloomberg, Bonds, FINRA, FX Options, ETFs, Financial Services, Investment Banking, Mutual Funds, Portfolio Management, Trading
Education
Ryerson University 1990 — 1992
Psychology
CorVel Corporation May 2012 - Present
CorVel Corporation January 2011 - April 2012
NMS June 2008 - December 2010
E*TRADE Financial January 2006 - July 2008
SAIC January 2003 - May 2005
Skills
AAPC Certified..., Medical Coding, Ambulatory, Pediatrics, Family Medicine, OB/GYN, Provider Relations, Claim, Mental Health, Healthcare, Hospitals, HIPAA, Healthcare Information..., Managed Care
Education
San Antonio College 1998 — 2001
General Studies
Placer high school 1989 — 1992
InsideSales.com April 2013 - Present
C9 Inc. April 2013 - May 2015
Rearden Commerce October 2011 - April 2013
E*TRADE June 2010 - October 2011
Etrade Financial 2010 - October 2011
HP hopefully, but looking just in case May 2009 - August 2009
HP 2008 - 2008
Skills
Java 6, Spring, Hibernate, Selenium, Tomcat, Jetty, MySQL, Maven, J2EE Application..., SOAP, REST, JUnit, TestNG, Mockito, Java, CXF, Perl, Web Services, Oracle, Test Automation, MVC, Core Java, Python, Ant, Testing, Eclipse, Java Enterprise Edition, JMS, Hadoop, JIRA, MongoDB, Mobile Applications, JSP, Git, Distributed Systems, Subversion, Web Development, Agile Methodologies, JSON, JDBC, Spring Framework, Video Games, Debugging, Forklift Training, Graphic Design, Fortran, Snakes, Subtitling, Array Formulas, C++
Education
San Jose State University 2006 — 2010
BSSE, Software Engineering, Math Minor, Physics Minor, UNIX cert.
Amtrak November 2014 - Present
Etrade Financial September 2009 - November 2014
FBR February 2008 - September 2009
Conservation International November 2003 - February 2008
Jones Day October 2001 - November 2003
GE GXS May 2000 - February 2001
Marriott International 2001 - 2001
American Express Tax and Business Services December 1999 - May 2000
Skills
Employee Benefits, Human Resources, Talent Management, Benefits Administration, Employee Relations, HRIS, ADP Payroll, Applicant Tracking..., HR Policies, HRIS Database Management, Onboarding, Performance Management, Personnel Management, Talent Acquisition, Vendor Management, Workforce Planning, Deferred Compensation, Oracle E-Business Suite, SaaS
Education
University of Maryland College Park 1994 — 2000
Bachelor of Arts (BA), Spanish Language and Literature
Salisbury State University 1993 — 1993
Cetera Financial Group January 2014 - Present
E*Trade Financial April 1998 - December 2013
(Tata Unisys Ltd.)Tata Consultancy Services 1995 - 1998
Aptech June 1994 - June 1995
Skills
Strategic Planning, Financial Services, Product Management, Project Portfolio..., Internationalization, SOA, SDLC, Agile Methodologies, PMO, Software Development, Vendor Management, Quality Assurance, Databases, Analysis, PMP, System Architecture, Requirements Analysis, Integration, Program Management, Management, Disaster Recovery, Analytics, Leadership, Software Project..., IT Strategy, SaaS, Enterprise Software, Software Engineering, Process Improvement, Digital Marketing, Agile Project Management, Cloud Computing, Scrum, Business Intelligence, Enterprise Architecture, Business Analysis, Scalability, Perl, Oracle, Unix, Solution Architecture, Requirements Gathering
Education
St. Mary's College of California 2010 — 2012
MBA, Business Administration, Honors
University of Madras 1990 — 1994
B.E, Electronics and Communication
Seventh day adventist high school 1981 — 1987
Intuit, Inc. 2008 - Present
Home Shopping Latino, Inc. May 2007 - October 2008
E*TRADE Financial 1994 - 2007
Digital Cucina 1999 - 2006
LSI Logic 1984 - 1990
Skills
Perl, C, HTML, Shell Scripting, XML, OFX, Agile Methodologies, Scrum Master, Web Applications, CGI programming, Google Developer API's, Git/Github, Mobile App Release..., LAMP (Linux, Apache,..., SDLC, JIRA, Jenkins/Hudson, Cloud Computing, QuickBase, Management, Google Developer Console, Apple iTunesConnect, Apple's Transporter tool, Apache web servers, MySQL, Software Development, Software Project..., Linux, Unix, Solaris, Integration, Software Engineering, Product Management, Web Services, Ruby, Java, CSS, JSON, YAML, Watir, Mobile Applications, Nexus, Mobile Technology, Mobile Devices, Scrum, node.js web server, Automation
Education
San Diego State University-California State University 1991 — 1994
Computer Science, Biology, Psychology
E*TRADE Financial July 2012 - Present
Morgan Stanley Smith Barney February 2010 - June 2012
Morgan Stanley Smith Barney September 2006 - January 2010
Merrill Lynch February 2000 - August 2006
Skills
Series 7, Equities, Mutual Funds, Series 63, Alternative Investments, Investments, Chartered Financial...
Education
Rutgers, The State University of New Jersey-New Brunswick
B.A., Economics
Wells Fargo October 2014 - Present
Rosetta Stone February 2013 - June 2014
Wells Fargo April 2012 - February 2013
PayPal June 2008 - February 2011
E*TRADE Financial September 1998 - June 2008
Staffing Source, Inc. May 1998 - September 1998
Plustek Inc. December 1997 - April 1998
(Contract Work) January 1997 - December 1997
Education
Stanford University 2008 — 2010
SCPM Certification, March 2010., Stanford Certified Project Management, Stanford University, Palo Alto.
San Jose State University 1992 — 1998
BS in Advertising/ Marketing; AA in Liberal Arts, Online/ Internet Media, Journalism, GPA: 3.6/4.0, Magna Cum Laude
E*TRADE Financial June 2012 - Present
E*TRADE Financial May 2011 - June 2012
E*TRADE Financial November 2006 - May 2011
Reliance Homes, Inc. May 2006 - November 2006
Discover Card June 2003 - May 2006
Skills
Job Coaching, Employee Training, Qualified Retirement..., IRAs, Product Innovation, Goal Setting, Professional Mentoring, Retirement, Estate Administration, Retirement Plan..., Coaching, 401k, Performance Management, Customer Service
Education
Western Governors University 2013 — 2015
Columbia College 2012 — 2013
Bachelor's degree, Finance, General
Salt Lake Community College
West Jordan High School
Scottrade September 2015 - Present
Special Olympics Utah 2012 - Present
TD Ameritrade June 2009 - September 2015
5 Buck Pizza of Taylorsville April 2001 - August 2009
E*TRADE Financial April 2008 - April 2009
Fairchild Semiconductor May 2007 - October 2007
UPS October 2005 - October 2007
Utah Army National Guard September 1993 - October 2001
Skills
Trading, Equities, Account Management, Asset Management, Public Speaking, Employee Relations, Budgeting, series 66, Series 7, Asset Managment, Budgets, Coaching, Leadership, Management, Portfolio Management, Recruiting, Sales, Series 63, Strategic Planning, Strategy, Uniform Combined State..., Investments, Finance, Team Building, Financial Services, Risk Management, Mutual Funds, Financial Planning, Wealth Management, Retirement Planning, Securities, Microsoft Office, Process Improvement, Entrepreneurship, Financial Analysis, Asset Allocation, Business Strategy, Relationship Management, Investment Advisory, Sales Management, Consulting, Marketing, Banking, CRM, Analysis, Business Development, Investment Strategies, Program Management, Options
Education
Salt Lake Community College 1998 — 1999
Business/Managerial Economics
Taylorsville High School 1991 — 1994
High School Diploma
LDS BUSINESS COLLEGE
Associate of Science, generals
Greenlight Loans December 2013 - Present
Cash Call Mortgage December 2011 - November 2013
Kondaur Capital Corporation April 2009 - January 2012
REDC May 2008 - March 2009
Ditech.com February 2005 - February 2008
E*TRADE Financial February 2003 - January 2005
Skills
CA Real Estate Brokers..., Notary Public, Proficient on PC..., Mortgage Lending, Loans, REO, Loss Mitigation, Mortgage Banking, Real Estate, Loan Origination, Investment Properties, Credit, Short Sales, FHA, Refinance
Education
Saddleback College 1999 — 2001
Associates Degree, Liberal Arts
VSP Global August 2015 - Present
MAXIMUS October 2014 - March 2015
San Jacinto College January 2013 - May 2014
Colbert/Ball Tax Service November 2013 - March 2014
MyGait July 2013 - November 2013
US Capital Investments September 2010 - December 2011
Comcast May 2009 - August 2010
Volt October 2006 - September 2007
E*TRADE Financial January 2006 - August 2006
ReserveAmerica August 2003 - January 2006
Skills
Call Center, Customer Service, Outlook, Data Entry, Troubleshooting, Networking, Microsoft Excel, Microsoft Office, Access, Customer Experience, Customer Satisfaction, Leadership, Internet Explorer, Training, Microsoft Word, Call Centers, Technical Support, Time Management, Management, Security, Help Desk Support, PowerPoint, Communication, Windows
Education
San Jacinto College 2012 — 2014
Non Destructive Testing
Walnutwood High School 2001 — 2003
High School Diploma, Regular/General High School/Secondary Diploma Program
Electronic Arts December 2010 - Present
Prokarma August 2009 - December 2010
Intuit April 2005 - April 2009
Intuit June 2003 - February 2005
Wachovia January 2003 - June 2003
ETRADE Financial February 2002 - November 2002
Veritas August 2000 - November 2001
Advanced System Designs June 1999 - July 2000
USCS International June 1996 - May 1999
Skills
Big Data, Hadoop, Analytics, Technical Recruiting, Teamwork, Sourcing, Recruiting, Talent Management, Candidate Generation, Product Management, Vendor Management, Product Development, Human Resources, Employee Relations, College Recruiting, Social Networking, Temporary Placement, Mobile Devices, Interviews, Applicant Tracking..., Contract Recruitment, PeopleSoft, Internet Recruiting, Management, Benefits Negotiation, HRIS, Talent Acquisition, Screening, Screening Resumes, Onboarding, Executive Search, Networking, Salesforce.com, Hiring, Enterprise Software, IT Recruitment, SDLC, Recruitment Advertising, Program Management, Strategic Sourcing, CRM, Leadership, Employer Branding, Staff Augmentation, Search, Information Technology, Staffing Services, Resource Management, Taleo, Permanent Placement
Education
San Jose State University 1984 — 1987
BSBA, Management & Industrial Technology
Charles Schwab September 2014 - Present
LevaData Inc January 2014 - August 2014
E*TRADE Financial December 2011 - December 2013
Philips Healthcare Informatics 2009 - December 2011
Wells Fargo 2008 - 2009
Network Appliance February 2006 - March 2007
IP&R July 2005 - January 2006
IP&R January 2005 - June 2005
Stentor Inc, now Philips Medical Systems June 2004 - December 2004
APYL Software & Systems Ltd August 1999 - July 2002
Skills
Software Development, SaaS, Product Management, Product Marketing, Enterprise Software, Requirements Analysis, Software Project..., Agile Methodologies, Cross-functional Team..., Competitive Analysis, CRM, Business Analysis, Business Intelligence, Analytics, Strategy, Management, Product Development, Leadership
Education
San Francisco State University 2003 — 2005
MBA, Marketing and Product Development
UC Berkeley 2003 — 2003
Technical writing, Certification in Technical Writing
Army Institue Of Technology, Pune, INDIA 1994 — 1998
BEng, Computer Science & Engineering
CAPITAL VIRTUAL ASSISTANCE June 2004 - Present
EASearch,LLC 2004 - 2006
ETRADE FINANCIAL April 2000 - June 2004
CHARTWELL PARTNERS June 1994 - April 2000
GUMP'S May 1990 - June 1992
Skills
Social Media Marketing, Administrative..., Social Media, Online Advertising, Email Marketing, Office Management, Marketing, Outlook, Social Networking, Small Business, Salesforce.com, Customer Service, Training, Management, Event Management, Leadership, Public Speaking, Research, Fundraising, Entrepreneurship, Strategy, Online Marketing, Client Service Oriented, Administrative..., Customer Engagement, Editing, Executive...
Education
Assist University 2004 — 2005
Graduate
San Francisco State University 1999 — 2002
Landstar July 2011 - Present
Platinum Cargo Logistics October 2007 - July 2011
Allen Lund Company October 2007 - October 2008
Etrade Financial April 2000 - January 2005
Skills
Shipping, Logistics, Freight, Transportation, Logistics Management, Freight Forwarding, LTL, Warehousing, 3PL, Transportation..., Trucking, Container
Education
Sacramento City College
Citrix April 2014 - Present
Cisco Systems April 2012 - April 2014
Etrade Financial August 2010 - April 2012
Solix Technologies 2009 - January 2010
Seagate Technology July 2008 - January 2009
Yahoo! 2008 - 2008
Skills
Google Search, Lucene, Solr, MongoDB, Oracle SQL, SQL, Java, Spring, Alfresco, JavaScript, jQuery, HTML, Big Data, ElasticSearch, REST, SOAP, Ant, Web Services, XML, AJAX, Spring Framework
Education
San Jose State University 2007 — 2009
MS, Software Engineering, A
Visvesvaraya Technological University
BS, Computer Sci. and Engr., A
M2W, Inc. 2013 - 2013
M2W, Inc. 2013 - 2013
First Data Commercial Services 2003 - 2009
E*TRADE Financial June 2000 - June 2002
Skills
Performance Management
Education
Rutgers University-New Brunswick 1995 — 2000
B.S., Public Health
Fidelity Investments Canada EVP & Managing Director, CanadaHSBC SecuritiesMarch 1999 - April 2001
E*TRADE Financial October 1996 - June 1998
RBC Dominion Securities June 1981 - September 1996
Education
Ryerson University 1975 — 1978
Diploma, Fashion Merchandising
Collingwood Collegiate 1970 — 1975
Bonfire Communications, Contractor onsite at Genentech, Inc March 2005 - April 2008
AT&T Wireless/Cingular April 2003 - March 2005
Schwab April 2003 - March 2005
E*TRADE Financial 2000 - 2003
Skills
Streaming Media, Television, Digital Media, Social Media, Web 2.0, Video, Editorial, Asset Management, Digital Marketing, Radio, Social Networking, New Media, Online Marketing, Digital Strategy, Film, Social Media Marketing, Online Advertising, Facebook, Community Management, Email Marketing, SEM, Publishing, Mobile Marketing, Broadcast, E-commerce, VOD, Online Communities, Copy Editing, Writing, Event Planning, Copywriting, Online Video, Multimedia, Media Planning, Marketing Communications, Enterprise 2.0, Television Production, Web Analytics
Education
San Francisco Art Institute 1995 — 1997
MFA
Farmers Insurance December 2011 - Present
Farmers Insurance December 2011 - Present
E*TRADE Financial August 2010 - Present
Better Trades January 2010 - June 2010
Wells Fargo Financial January 2009 - January 2010
SkyBox Grill & Arena October 2007 - January 2009
AAA Fair Credit Foundation August 2008 - December 2008
Education
Dec 2008 Westminster College
Bachelor of Science, Finance
Salt Lake Community College
Associate of Science
Southern Utah University
Platfora September 2014 - March 2015
California ISO August 2013 - August 2014
Haemonetics October 2012 - May 2013
E*TRADE Financial August 2011 - September 2012
Telenav June 2009 - August 2011
State Street June 2006 - March 2009
Skills
Software Quality..., Testing, Testing Web Applications, Web Services Testing, Testing Client-Sever..., ETL Testing, Manual Testing, Test Plan, Test Automation, Black-box Testing, Test Case Design, Gray-box Testing, White-box Testing, Java, Functional Testing, Windows, Regression Testing, Requirements Analysis, SDLC, PL/SQL, SQL, Perl, HP ALM, Quality Center, QTP, Object Oriented Design, Agile & Waterfall..., SCRUM, Performance Testing, SoapUI, Eclipse, Visual Studio, Unix Shell Scripting, T-SQL, Core Java, VB.NET, VBScript, Regular Expressions, JavaScript, Requirements..., SOATest, Jython, Python, XML, XSLT, Hadoop, Python Fabric, Bash, Linux, Python Robot Framework
Education
University of Phoenix
BS/IS, Business Information Systems
Sacramento City College
AS/CIS, Software Development
E*TRADE Financial October 2011 - February 2013
Connell + Associates March 2011 - September 2011
Synovate March 2007 - May 2010
GfK Custom Research North America May 2005 - March 2007
Rutgers, The State University of New Jersey June 2003 - July 2004
Rutgers, The State University of New Jersey September 2000 - May 2003
Center for Applied Psychology January 1998 - December 1999
Skills
Customer Satisfaction..., Advertising Research, Product Development, Segmentation, Brand Equity, Questionnaires, Market Research, Consumer Behaviour, Customer Satisfaction, Business Insights, Quantitative Research, Questionnaire Design, Marketing Research, Customer Satisfaction..., SPSS, Data Analysis, Survey Design, Customer Insight, Analytics
Education
Rutgers, The State University of New Jersey-Newark 2000 — 2003
MA, Psychology
Belgrade Univeristy, Serbia 1991 — 1997
BA, Psychology
Oracle 2012 - Present
Datalytics Technologies (formerly known as RapidDecision Software) 2012 - 2012
Andrews Consulting Group 2012 - 2012
World Economic Forum 2010 - 2011
Bank of America Merrill Lynch 2005 - 2010
Dynamo Analytics 2003 - 2004
QRS Software Corporation 2003 - 2003
BiosGroup Incorporated 2001 - 2001
E*TRADE Financial 1999 - 2000
Cambridge Management Consulting, a Division of Cambridge Technology Partners (CTP) 1996 - 1999
Education
The University of Chicago - Booth School of Business 2006 — 2008
MBA
St. Mary's College of California 2004 — 2005
MS
Stanford University 1987 — 1991
BA
Franklin Templeton Investments May 2011 - Present
Franklin Templeton Investments November 2007 - April 2011
Resources Global Professionals May 2005 - November 2007
Independent Consultant, Silicon Valley June 2004 - March 2005
ETRADE FINANCIAL April 1997 - April 2004
COLLEGIS INC January 1993 - January 1997
Skills
IT Governance, SOX, SharePoint, Archer - eGRC, Business Analysis, IT Risk, Information Technology, ITIL, Sarbanes-Oxley Act, Security, Information Security, SSAE 16, GRC, IT GRC, IT Risk Management, Governance, Cisco Technologies, IT Audit, Enterprise Risk..., SAS70, Business Process, Risk Management, Business Continuity, Internal Audit, IT Management, PMO, Sarbanes-Oxley, Financial Risk, SOX 404, Internal Controls, Auditing, Information Security..., Software Documentation, CISA, ISO 27001, Enterprise Software, PCI DSS, CISSP
Education
Saint Mary's College 1989 — 1993
Bachelor of Science; School
St. Francis High School 1985 — 1989
ASK Solutions Inc. June 2011 - Present
Wells Fargo May 2010 - June 2011
Delta Dental February 2008 - July 2009
Visa May 2007 - February 2008
Hewlett Packard March 2005 - April 2007
CNET Networks June 2001 - March 2005
Etrade Financial February 1998 - June 2000
Skills
Product Management, Enterprise Architecture, Agile Methodologies, SDLC, Software Project..., Nonprofits, Social Media Marketing, Program Management, Payment Card Processing, Money Transfers, Volunteer Management, Event Planning, Sales Force Development, content management, Open Source Platforms, Youth Development, IT Strategy, Business Strategy, Non-profit Leadership, Management, Consulting, Process Improvement, E-commerce, Cloud Computing, Enterprise Software, Start-ups, Software Development
Education
San Jose State University 1998 — 2000
MS, Software Engineering
TPGIT 1988 — 1992
1992, Electronics and Communicatons
Slalom Consulting June 2015 - Present
Yahoo! December 2011 - February 2015
E*TRADE Financial June 2009 - November 2011
E*TRADE Financial Corporation September 2005 - June 2009
Rainmaker Systems May 2004 - September 2005
Info-One January 2003 - August 2003
Reuters June 2001 - December 2002
Cambridge Technology Partners June 1999 - June 2001
Barra September 1998 - June 1999
Skills
Product Management, Requirements Analysis, Analytics, Product Development, Cross-functional Team..., Management, Agile Methodologies, User Experience, CRM, Business Analysis, Product Marketing, Team Management, Business Intelligence, Vendor Management, Testing, UML, Team Building, Project Planning, Online Advertising, Software Development, Start-ups, Strategy, Consulting, Leadership, Software Project..., Financial Services
Education
Santa Clara University 2003 — 2006
MBA
Santa Clara University 1991 — 1995
BS, Decision and Information Sciences
Cornerstone Automation Systems Inc. July 2012 - Present
Cherokee Systems LLC October 2008 - November 2012
Natoma Technologies June 2007 - December 2008
Infor September 2006 - June 2007
Navisite April 2006 - September 2006
E*TRADE Financial December 1999 - February 2006
Oracle January 1996 - December 1999
Boudin Bakery & Cafe February 1994 - January 1996
Skills
Software Project..., Project Implementation, Portfolio Management, Oracle E-Business Suite, SAP, System Automation, Software Consulting, State Government, Public Sector, PMP, PMO, SDLC, Management Consulting, IT Management, Business Analysis, Vendor Management, ERP, Process Engineering, Requirements Analysis, Project Portfolio..., Enterprise Software, Solution Design, Enterprise Architecture, IT Strategy, Business Process..., Program Management, Integration, Data Warehousing, Management, Business Intelligence, Process Improvement, Solution Architecture, Cloud Computing
Education
San Francisco State 1989 — 1992
BS, Business Administration, Accounting
ServiceNow - The Enterprise IT Cloud Company May 2014 - Present
eHealthInsurance November 2010 - April 2014
eHealthInsurance May 2010 - November 2010
eHealthInsurance October 2006 - May 2010
E*Trade Financial June 1998 - October 2006
San Jose State University June 1997 - June 1998
San Jose State University June 1994 - June 1997
Skills
Cisco Technologies, Data Center, Security, Network Security, VPN, Servers, Networking, Network Design, VoIP, Contact Centers, PCI Standards, SOX Compliancy, NIST 800-53, Project Management, Team Leadership, Staff Development, Operations Management, Change Management, Department Budgeting, Cisco UCS, Cisco Wireless, Operating Budgets, Standards Compliance, Visio, Solarwinds, Network Monitoring Tools, Websense, Qualys, RSA enVision, IT GRC, MPLS VPN, Business Continuity, Disaster Recovery, Vendor Management, Firewalls
Education
San Jose State University 1991 — 1993
Geology
Certent, Inc. September 2013 - Present
eHealthInsurance July 2012 - September 2013
Infor Global Solutions April 2011 - July 2012
My Equity Comp January 2008 - April 2011
Infor Global Solutions September 2006 - December 2007
ETRADE March 2003 - August 2006
ETRADE Financial April 2004 - September 2005
ETRADE 2000 - 2003
ETRADE 1997 - 2000
UC Santa Cruz 1997 - 1997
Skills
Series 7, Options, Financial Services, Stocks
Education
University of California, Santa Cruz 1993 — 1997
BA
Sacramento High School
Santa Clara University
E*TRADE Financial June 2009 - January 2015
E*Trade Financial 1998 - 2009
Franklin Templeton Investments 1991 - 1998
Skills
Securities, FINRA, Series 7, Series 63, Series 24, Series 55, Mutual Funds, Options, Electronic Trading, Management, Equities, Trading, ETFs, Trading Systems, Fixed Income, Back Office, Equity Trading, Financial Services, Investments, Risk Management
Education
San Jose State University 1989 — 1991
Bachelor of Arts (B.A.)
San Diego State University-California State University 1981 — 1984
Tenet Healthcare August 2014 - Present
Grant Thornton LLP July 2010 - August 2014
Juvenile Diabetes Research Foundation February 2009 - July 2010
Response 1 Medical Staffing September 2005 - December 2007
E*Trade Financial October 2003 - October 2004
Skills
Applicant Tracking..., Talent Acquisition, Onboarding, Technical Recruiting, Employee Relations, Human Resources, Sourcing, Talent Management, PeopleSoft, Employee Benefits, Logistics, Background Checks, Mergers & Acquisitions, Recruiting, Campus Recruiting, College Recruiting, Internet Recruiting, Employer Branding, Temporary Placement, Interviews, Hiring, Taleo
Education
San Jose State University 1991 — 1994
Advertising / Marketing
E*TRADE Financial September 2000 - August 2006
Education
San Joaquin Delta College 1995 — 1997
AA
E*TRADE Financial Corporation July 2015 - Present
GE Global Research, SW Center of Excellence May 2013 - July 2015
ETRADE Financial October 2009 - May 2013
ETRADE Financial, Menlo Park, CA. October 1998 - December 2007
Bank of America Systems Engineering, Concord, CA. March 1991 - October 1998
NASA Ames Research Center, Moffet Field, CA. November 1989 - August 1991
University of the South Pacific, Suva, FIJI February 1984 - January 1987
EDP Services, Govt. Computing Center, Suva, FIJI August 1980 - February 1984
National Weather Service, Fiji January 1978 - June 1980
Skills
Distributed Systems, Software Engineering, Business Analysis, Software Project..., Cross-functional Team..., SOA, Software Development, Perl, Unix, Requirements Analysis, Enterprise Architecture, Java, Technology Integration, Scientific Computing, Sybase, JIRA and Scrum board..., Agile Methodologies, Integration, SDLC, Scrum
Education
University of California, Berkeley 1995 — 1997
Grad. Cert. EECS, Telecommunications Eng. and Network Management
San Jose State University 1987 — 1987
MS (not completed), Meteorology, with a focus on Planetary Boundary Layer modeling
University of Auckland 1974 — 1977
BSc., Physics
Aspire CoffeeWorks September 2015 - Present
Highline Health LLC July 2015 - Present
Cantor Fitzgerald November 2014 - July 2015
KCG Holdings, Inc. January 2013 - October 2014
Rodman & Renshaw April 2010 - October 2013
Terra Nova Financial 2005 - February 2010
E*TRADE Financial January 2003 - September 2005
Chicago Stock Exchange 1981 - 2005
Engelman Securties July 1981 - December 2002
Skills
Securities, Equities, Trading, Options, Financial Markets, Series 7, Risk Management, Trading Systems, Customer Relations, Investments, Hedge Funds, Bloomberg, Electronic Trading, Strategic Planning, Business Strategy, Series 63, New Business Development, Institutional, Account Management, Equity Trading, Series 24, Prime Brokerage, Research, Customer Service, Sales Management, Asset Managment, Capital Markets, Derivatives, Alternative Investments, Financial Services, Mergers, Brokerage, ETFs, Business Development, Market Data, Proprietary Trading, Relationship Management, Equity Research, Technical Analysis, Investment Strategies, Stocks, Trading Strategies, Asset Management, Investment Banking, FINRA, Portfolio Management, Mergers & Acquisitions, Bonds, Mutual Funds, Fixed Income
Education
Saint Xavier University 1976 — 1979
E*TRADE April 2006 - Present
E*TRADE Financial 2006 - Present
ETRADE FINANCIAL 2006 - Present
Morgan Stanley August 2002 - March 2006
Citigroup Asset Management March 2001 - August 2002
FINRA May 1998 - March 2001
Education
Saint John's University 1980 — 1984
E*TRADE Financial Corporation February 2015 - Present
E*TRADE Financial September 2012 - February 2015
E*TRADE Financial Corporation December 2011 - September 2012
Spherion Professional Services March 2011 - February 2012
RMCi Financial September 2010 - March 2011
Time Warner Cable January 2007 - May 2010
Bank Of Amercia April 2006 - January 2007
Time Warner Inc. April 2003 - April 2006
UBS 2000 - 2003
Merrill Lynch September 1996 - April 2000
Skills
Deferred Compensation, Employee Benefits, Executive Pay, Program Management, Management, Product Management, Equities, Project Planning, Compensation & Benefit, Customer Service, Compensation, Human Resources, Consulting, Financial Services, Project Management, Risk Management, Securities, Strategic Planning, Process Improvement
Education
Rutgers University-New Brunswick 1991 — 1995
BS, Economics and Business Management
Medtronic April 2015 - Present
Medtronic April 2009 - March 2015
Jack Morton Worldwide August 2008 - March 2009
Starbucks Coffee Company July 2005 - July 2008
E*TRADE Financial June 2004 - June 2005
Avaya Inc. May 2002 - May 2004
Reuters America October 1997 - April 2002
Skills
Financial Modeling, Financial Analysis, Team Building, Forecasting, Managerial Finance, Business Planning, Auditing, Strategic Planning, Analysis, Strategy, Finance, Program Management, Financial Reporting, Leadership, Management, Business Strategy
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
Master of Business Administration (MBA), Finance
Rutgers University-New Brunswick 1993 — 1996
BS, Finance
East West Bank July 2005 - Present
Ultimate Motor X, LLC November 2008 - Present
First United Bank Metro United Bank Merged w. East West Bank 2014 July 2005 - 2014
20/20 Realty & Mortgage January 2002 - 2005
Citywide Financial January 2001 - 2002
E*Trade Financial January 2000 - January 2001
Skills
Banking, Short Sales, Commercial Lending, Loss Mitigation, Mortgage Banking, Residential Mortgages, Negotiation, Portfolio Management, Real Estate Financing, Refinance, SBA 504, Real Estate Economics, Asset Managment, Retail Banking, Real Estate Development, Credit Analysis, Commercial Real Estate, Commercial Banking, Real Estate Transactions, Single Family Homes, Credit Risk, Small Business Lending, Marketing, Commercial Mortgages, FHA financing, C&I Lending, Residential Income, Residential Homes, REO, Foreclosures, Investors, Brokerage, First Time Home Buyers, credit underwriting, Business Development, SBA 7A, Retail Marketing, Community Development, Asset Management, Aviation Finance, Film Production Finance, SBA, Underwriting
Education
San Diego State University 1995 — 1999
Irvine Highschool 1989 — 1993
Huntsman Cancer Institute June 2013 - Present
Huntsman Cancer Institute March 2012 - June 2013
University of Utah Hospitals and Clinics October 2009 - March 2012
E*Trade Financial March 2007 - November 2008
Skills
Public Speaking, Healthcare, Customer Service, Hospitals, Public Health, Patient Safety, BLS, EMR, Epic Systems
Education
Western Governors University 2015 — 2017
Master of Business Administration (M.B.A.), Health Administration
Salt Lake Community College 2011 — 2013
Associate's Degree, Registered Nursing/Registered Nurse, 3.6
University of Utah 1999 — 2004
Bachelor's Degree, Near and Middle Eastern Studies / Arabic
Moody's Analytics May 2013 - Present
E*Trade Financial July 2007 - March 2013
Skills
Spring, REST, Hibernate, Servlets, Tomcat, Java Enterprise Edition, Web Services, Java, Perl, JDBC, SOAP, SOA, JUnit, JSP, Eclipse, Agile Methodologies, Maven, Subversion, Unix
Education
San Jose State University 2004 — 2006
M.S., Computer Engineering
University of California, Irvine 2000 — 2004
B.S., Computer Engineering
GE Global Research February 2014 - Present
E*TRADE Financial July 2004 - January 2014
Skills
Spring, Java, REST, JPA, JDBC, CXF, Maven, Git, MySQL, MS SQL Server, PostgreSQL, Sybase, C++, C, Linux, Subversion, Eclipse, Perl, Agile Methodologies
Education
San Jose State University
M.S. in Software Engineering, Software
E*TRADE Financial July 2012 - Present
Oracle August 2007 - May 2009
Cognizant Technology Solutions July 2005 - August 2007
IBM Global Process Services December 2004 - May 2005
Skills
Java, Servlets, JSP, HTML, CSS, Javascript, Web Services, Amazon Web Services..., Spring, Amazon Beanstalk, Amazon Cloud Watch, Amazon SES, Hadoop, HBase, SOA, Virtualization..., JDBC, JavaScript, Spring Framework, Java Enterprise Edition, Oracle
Education
San Jose State University 2010 — 2012
MS, Cloud Computing and Virtualization
Vishveshwariah Technological University
Bachelor of Engineering (B.E.), Computer Science
California Department of Fish and Wildlife April 2014 - Present
E*TRADE Financial January 2011 - March 2014
E*TRADE Financial January 2007 - March 2014
E*TRADE Financial February 2000 - January 2007
Skills
Leadership, Project Management, CRM, Vendor Management, Cloud Computing, Customer Service, Social Media, SaaS, Product Management, Product Development, Program Management, Cross-functional Team..., Product Lifecycle..., Team Management, Social Business, SharePoint, Business Process..., Business Analysis, Strategic Planning
Education
San Jose State University 1992 — 1998
BS, Kinesiology
TD Ameritrade 2009 - Present
ETRADE Financial 2006 - 2009
Charles Schwab 1999 - 2006
Franklin Templeton Investments April 1986 - 1999
Education
San Jose State University 1988 — 1993
PurpleTie March 1999 - Present
Neoforma August 1999 - April 2000
Bank of America August 1997 - August 1999
Etrade Financial 1995 - 1997
Education
San Jose State University 1989 — 1994
BS, Finance
E*TRADE Financial July 2008 - Present
Audible Magic Corp. November 2007 - July 2008
Risk Management Solutions June 2007 - August 2007
Fabric7 Systems September 2006 - January 2007
IBM June 2006 - August 2006
Education
San Jose State University 2005 — 2007
Masters, Computer Science
Accenture September 2004 - Present
ShareData Corporation 2001 - Present
E*Trade Financial/ShareData 1996 - Present
E*Trade Financial 1996 - 2001
Etrade Financial 1996 - 2001
E Trade Business Solutions Group 1996 - 2001
Education
San Jose State University
Etrade May 2011 - Present
E*TRADE Financial November 2009 - May 2011
E*TRADE Financial September 2008 - November 2009
E*TRADE Financial January 2008 - September 2008
1-800 CONTACTS August 2005 - January 2008
Champion Window Co. May 2004 - May 2005
Skills
Human Resources, Customer Service, De-escalation, Mediation, Analysis, Employee Benefits, Call Center, Outlook, Customer Satisfaction, Financial Analysis, Coaching, Microsoft Excel, Team Building, PowerPoint, Microsoft Word, Process Improvement, Microsoft Office, Call Centers, Mutual Funds, Data Analysis, Access, Financial Services
Education
Salt Lake Community College 2002 — 2008
Associate of Science (AS), General Studies
Bank of America March 2011 - Present
Stearns Lending July 2008 - March 2010
E*TRADE Financial October 2001 - May 2003
Skills
Mortgage, Conventional, Mortgage Lending, Refinance, Mortgage Banking, Credit, Loss Mitigation, Residential Mortgages, Reverse Mortgages, Mortgage Underwriting, VA loans, FHA, Credit Analysis, Credit Risk, Loan Origination, Mortgage Marketing, USDA, FHA financing, Construction Loans
Education
Saddleback College 1985 — 2008
Foster City, Middle School
Foster City, Middle School
Fidelity Investments August 2012 - Present
Fidelity Investments October 2011 - August 2012
E*TRADE Financial December 2008 - September 2011
Ameriprise Financial September 2007 - October 2008
Altiris August 2002 - December 2006
Financial Fusion March 2000 - May 2001
Novell May 1999 - March 2000
Moore Corporation September 1997 - February 1998
Skills
Series 7, Series 63, Series 66, Investments, Mutual Funds, Securities, Retirement Planning, Risk Management, Strategic Financial..., Asset Managment, Finance, Customer Service, Retirement, Team Building, Strategic Planning, Portfolio Management, Asset Allocation, Project Management, Financial Services, Leadership
Education
Utah State University 1997 — 1999
B.S., Business Info Systems Management
Salt Lake Community College 1996 — 1997
A.A.S., General Education
Taylorsville High School 1986 — 1989
High School Diploma, General Studies
E*TRADE Financial September 2010 - Present
E*TRADE Financial January 2006 - September 2010
HarrisDirect/CSFBdirect/DLJdirect 1999 - 2006
Skills
FINRA, AML, Securities, Series 7, KYC, Series 24, Series 63, USA PATRIOT Act, Financial Services, Brokerage, Trade Compliance, Regulatory Affairs, Regulatory Compliance, Mutual Funds, Bank Secrecy Act, Equities, Anti Money Laundering
Education
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1995
Bachelor of Arts (B.A.)
Rutherford High School
Mobile Notary October 2013 - Present
LD Escrow August 2011 - November 2012
Home Loan Center September 2003 - December 2007
E*TRADE Financial January 2001 - August 2003
Skills
Escrow
Education
San Jose State University 1996 — 1997
E*TRADE Financial Director Corporate ComplianceNationwide FinancialSeptember 2012 - Present
Education
Saint Vincent College 1989 — 1993
ISP Advisors LLC April 2014 - Present
Salesforce.com November 2010 - March 2014
E*TRADE Financial August 2006 - January 2011
Skills
Equities, Salesforce.com, Business Analysis, Securities, Process Improvement, Mergers & Acquisitions, Project Management, SaaS, Financial Services, Management, Sarbanes-Oxley Act
Education
University of Utah 2004 — 2008
Bachelor's Degree, Economics
Salt Lake Community College 2001 — 2004
Associate's Degree, Economics and International Studies
Etrade Financial June 2006 - Present
E*TRADE Financial 2006 - Present
KLA-Tencor November 1995 - February 2001
Skills
Equities, Series 63, Leadership, Series 7, Financial Services, Training
Education
San Jose State University 1989 — 1991
Citigroup December 2010 - Present
Citi 2013 - 2013
Citigroup March 2009 - December 2010
E*TRADE Financial January 2009 - March 2009
MetLife February 2007 - December 2008
MetLife February 2005 - February 2007
MetLife January 2004 - February 2005
MetLife May 2003 - January 2004
MetLife May 2002 - May 2003
Skills
Microsoft Office, PeopleSoft, People-oriented, Analytics, FARO, Recon+, Account Reconciliation, Crystal Reports, Microsoft Excel, Microsoft Word, PowerPoint, BARS, EDCS, Bottom Line, Camra, CSR/IDEAS, Powerplay, Wings, Fast Learner, FAST, Arms Control, Smartview, GARS, GIRS, Catalyst, Solar, TGL, GMIRO, FRS, Pearl, Optima, SQL, Oracle Applications, Communication Skills, Access, Balance Sheet, Accounting, Auditing, Financial Analysis, Internal Controls, Variance Analysis
Education
Saint Leo University 2006 — 2007
Master of Business Administration (MBA), Accounting, 3.7
University of South Florida 1999 — 2003
J.P. Morgan July 2010 - Present
Thomas Weisel Partners April 2004 - July 2009
J.P. Morgan April 1997 - October 2002
E*TRADE Financial 1995 - 1997
Skills
Hedge Funds, Equities, Asset Managment, Trading, Venture Capital, Wealth Management, Private Equity, Securities, Series 7, Asset Management, New Business Development, Hedging, Stock Distributions, 10b5-1 Plans, Block Trading, Liquidity Solutions
Education
San Diego State University-California State University
B.A., Sociology
Etrade Financial July 2006 - 2013
NASA Ames Research Center December 2005 - June 2006
Skills
Spring, Perl, Java, Unix, Java Enterprise Edition, Agile Methodologies, Linux, Unix Shell Scripting, C/C++ STL, XML, C++, SQL, Shell Scripting, Subversion, Tomcat
Education
San Jose State University 2002 — 2005
BS, Computer Science
FDIC February 2011 - Present
FDIC October 2010 - February 2011
E*TRADE Financial 2006 - October 2010
Union Bank of California 2002 - 2006
Loan City 2001 - 2002
Wells Fargo 1998 - 2001
Skills
Mortgage Lending, Loans, Banking, AML, Loss Mitigation, Credit, Risk Management, Credit Risk, Fraud, Loan Servicing, Bank Secrecy Act, OFAC, Regulatory Affairs, Regulatory Requirements, Compliance, Community Development
Education
Saint Mary-of-the-Woods College
Psychology and History
OOCL Logistics July 2013 - Present
E*TRADE Financial August 2011 - March 2013
Skills
Spring, Java Enterprise Edition, Hibernate, JUnit, Eclipse, Java, Tomcat, Web Services, XML, Servlets, REST, JDBC
Education
San Jose State University 2006 — 2008
Masters, Software Engineering
E*TRADE Financial April 2010 - Present
Skills
Analysis, Financial Analysis, Financial Reporting, Process Improvement, Risk Management, Securities, Series 63, Series 7
Education
Rutgers, The State University of New Jersey-Newark 1982 — 1986
B.A., Business Administration
Sun Trust Bank June 2013 - Present
E*TRADE Financial November 2006 - April 2013
Norfolk Southern February 2003 - November 2006
AT&T September 1997 - September 2002
alltel information services 1996 - 1998
Skills
actimize, AIX, BMC Remedy, C++, Chartered Financial..., Data Modeling, Datastage, Data Warehouse..., Erwin, DB2 9.7, IBM certified Advanced..., Microsoft SQL Server, Perl Script, Quest Tools, RDBMS, Red Hat Linux, Shell Scripting, SQL, Sun Certified Java..., Sybase Certifed DBA 10, Visio, ETL Tools, DB2 UDB partitioned..., Database Storage Design, BMC control-m, subversion, RCS, citrix, Microsoft Office, Embarcadero ER Studio, Oracle Certified DBA..., data architecture, Oracle RAC, DB2 UDB Work Load...
Education
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1994
Master of Science (MS), Computer Science
Wuhan University 1980 — 1984
bachelor's degree of engineering, Computer Science
E*TRADE Financial Corporation May 2014 - Present
E*TRADE Financial March 2011 - Present
Merrill Lynch & Co. Inc May 2010 - March 2011
Merrill Lynch & Co. Inc July 2009 - May 2010
Merrill Lynch & Co. Inc November 2008 - July 2009
Merrill Lynch & Co. Inc May 2008 - November 2008
Merrill Lynch & Co. Inc February 2008 - May 2008
Merrill Lynch & Co. Inc June 2006 - February 2008
Merrill Lynch & Co. Inc November 2005 - June 2006
Merrill Lynch & Co. Inc November 2004 - November 2005
Skills
Series 7, Securities, Retirement, Investments, Credit Cards, Debit Cards, Rewards Programs, Operations Management, Relationship Management, Retirement Planning, Strategy, FINRA, Financial Services, Leadership, Wealth Management
Education
Rutgers University-New Brunswick
8060070 Canada Inc May 2012 - Present
Online Trading Academy October 2008 - August 2012
E*TRADE Financial March 2004 - October 2008
Skills
Microsoft Office, Microsoft Excel, Public Speaking, PowerPoint, Research, Microsoft Word, Customer Service, Project Management, Coaching, Teaching, Strategic Planning, Data Analysis, Equity Trading, Options trading, Fixed Income, Foreign Currency, Chart Analysis, Portfolio Management, Options, Currency Exchange, Stock Market, Futures Trading, Technical Analysis, Fundamental Analysis
Education
Ryerson University 2001 — 2004
University of Waterloo 1999 — 2001
Computershare September 2014 - Present
E*TRADE Financial June 2012 - September 2014
BNY Mellon Shareowner Services August 2010 - June 2012
BNY Mellon Shareowner Services April 2000 - August 2010
MetLife December 1993 - April 2000
Mutual Benefit Life May 1989 - December 1993
Skills
Equities, Options, Completed CEP Level 1 &..., LOMA 1 & 2, 401k, Defined Benefit, Employee Stock Purchase..., 403b, Project Management, Financial Services, Employee Stock Options, Restricted Stock, ESPP, Product Management, Technical Sales..., New Business Development, Management, Finance, Investments, Business Analysis, Relationship Management, Securities, Series 7, Series 63, Mutual Funds, Corporate Actions, FINRA, 403 b, Alternative Investments, Business Development, Equity Compensation, Wealth Management, Project Implementation
Education
Rutgers, The State University of New Jersey-Newark
B.A.
First Republic Bank December 2012 - Present
Etrade Financial May 2009 - December 2012
Charles Schwab Inc November 1998 - April 2009
Charles Schwab November 1998 - January 2009
Smith Barney October 1997 - November 1998
Skills
Risk Management, Brokerage, Mergers, Fraud, Compliance, Due Diligence, Series 24, Series 7, Series 63, Securities, Customer Relations, Series 66, License 9-10
Education
St. Mary's College of California
English/ Philosophy
Morgan Stanley March 2011 - Present
E*TRADE Financial July 2006 - March 2011
Fidelity Investments December 2005 - April 2006
eBay 2004 - November 2005
Education
Salt Lake Community College
Associate of Science (A.S.), Political Science
Walmart February 2014 - Present
Walmart January 2013 - Present
E*TRADE Financial August 2010 - Present
IBM February 2009 - July 2010
Skills
JAVA, Spring, J2EE, Web Services, Java, Tomcat, JUnit, Hibernate, SOAP, Ant, Java Enterprise Edition, JSP
Education
San Jose State University 2007 — 2009
Masters, Software Engineering
San Jose State University 2007 — 2009
Masters, Software Engineering
San Jose State University 2007 — 2009
Masters, Software Engineering
Biju Patnaik University of Techonology 2003 — 2007
BTech, Computer Science and Engineering
Atmel 2006 - 2006
Symantec 2004 - 2006
Stock and Option Solutions 2002 - 2002
Exodus Communications 1999 - 2002
Etrade Financial 1997 - 1999
American Century Investments 1991 - 1997
Skills
Leadership, Human Resources, SaaS, Financial Services, Customer Service, Project Management, Mergers & Acquisitions, Employee Benefits, HRIS, Program Management, Management, Salesforce.com, Deferred Compensation, Process Improvement, Benefits Administration, Vendor Management
Education
Adrian C. Wilcox High School
San Jose State University
BA
Santa Clara University - Leavey School of Business
CEP Level 2, Equity Compensation
E*TRADE Financial August 2011 - Present
Hitachi America Limited July 2009 - September 2009
Hitachi Data Systems July 2009 - September 2009
Skills
Java, JUnit, Java Enterprise Edition, Eclipse, Spring, Hibernate, XML, Web Services, Agile Methodologies, Perl, REST, JDBC, Unix, JMS, SQL
Education
San Jose State University 2008 — 2010
MS, Software Engineering
San Jose State University 2008 — 2010
MS, Computer Software Engineering
Allscripts January 2012 - September 2012
Brown and Toland June 2010 - January 2012
Job Seaker July 2009 - June 2010
Chevron Technology Company January 2008 - March 2008
E*TRADE Financial January 2000 - October 2007
Advanced Micro Devices January 1995 - December 2000
Wells Fargo Nikko Investment Advisors January 1990 - December 1995
Ingres Corporation January 1985 - December 1990
SOHIO Petroleum January 1980 - December 1985
Chevron Overseas Petroleum January 1976 - December 1980
Skills
Sybase, Unix, Solaris, Ksh, SDLC, Shell Scripting, Disaster Recovery, Oracle, WebSphere MQ, HP-UX
Education
Saint Mary's College of California 1989 — 1990
MBA, General
University of California, San Diego 1970 — 1974
BA, Mathematics
E*TRADE Financial July 2008 - Present
Skills
Customer Service, Investments, Team Leadership, Securities, Call Centers, Microsoft Excel, Financial Analysis, Process Improvement, Microsoft Office, Outlook, Social Media, Call Center, Budgets, Series 7, Troubleshooting, Sales, Customer Satisfaction, Series 63
Education
University of Utah 2005 — 2008
Bachelor's degree, Spanish Language and Literature
Salt Lake Community College 2002 — 2004
Associate's degree, General Studies
PNC January 2014 - Present
E*TRADE Financial January 2012 - January 2014
TD Ameritrade April 2011 - December 2011
Citizens Bank March 2008 - April 2011
HSBC 1998 - 2005
Dreyfus 1989 - 1998
Education
Rutgers, The State University of New Jersey-Newark
E*TRADE Financial Corporation December 2013 - Present
E*TRADE Financial November 2006 - Present
Skills
Equities, Management, ASC 718, Financial Reporting, Accounting, Series 63, Financial Services, Series 24, Series 7, Securities, Stocks, Outsourcing, Customer Satisfaction, Investments, FINRA, Relationship Management
Education
Santa Clara University 2007 — 2009
Salt Lake Community College
University of Utah
Kennatopia, LLC June 2011 - Present
E*TRADE Financial March 2006 - October 2013
Skills
FINRA, Series 24, Securities, Electronic Trading, Series 7, Series 9, Series 10, Information Systems, Equities, Mutual Funds, PHP, HTML 5, CSS, JavaScript, MySQL, XHTML, Object Oriented Design
Education
Salt Lake Community College
Information Systems
E*Trade Financial August 2010 - Present
Education
San Jose State University 2007 — 2010
MS, Software Engineering
Rainmaker April 2013 - Present
ARES Project Management LLC March 2011 - April 2013
Institute of Reading Development May 2010 - September 2010
Rainmaker Systems, Inc. 2007 - 2009
Levi Strauss & Co. August 2006 - September 2006
United BioSource Corporation September 2005 - January 2006
Corporate Relocation Services 2004 - 2005
Independent ASP.NET Development December 2003 - April 2004
Etrade Financial 2000 - 2003
Banc of America Securities 1997 - 2000
Education
San Francisco State University
B.S., Business Administration, Computer Information Systems
E*Trade Financial August 2010 - Present
Education
San Jose State University 2007 — 2010
Master's degree, Software Engineering
SSN College of Engineering 1998 — 2002
Bachelor of Engineering, Electronics and Communication Engineering
The Home Depot November 2014 - Present
The Home Depot June 2013 - November 2014
E*TRADE Financial March 2013 - June 2013
Etrade Financial August 2010 - March 2013
E*TRADE Financial January 2009 - August 2010
E*TRADE Financial August 2006 - January 2009
Wentworth Marketing September 2005 - January 2006
College Loan Corporation August 2004 - July 2005
The Daily Aztec May 2003 - May 2004
Skills
Toad, SQL, NICE Perform, Crystal Reports, Business Objects, Microsoft Excel, Salesforce.com, Microsoft Office 2007, Visio, PowerPoint, \, Project+, Quest Central, Process Improvement, New Product..., Root Cause Analysis, Customer Satisfaction, Net Promoter Score, Customer Service, Vendor Management, Business Analysis, Market Research, Financial Services, Call Center, Management, Banking, Risk Management, Team Building, Leadership, Training, Call Centers, Program Management, Project Management, Operations Management, Customer Experience, Analysis, Business Process..., NICE, ForeSee, Microsoft Office
Education
University of Phoenix 2007 — 2009
MBA, Human Resource Management
San Diego State University-California State University 1999 — 2004
BA, Communication
Gilead Sciences March 2015 - Present
Piqora - Marketing Suite for the Visual Web July 2014 - March 2015
E*TRADE Financial February 2014 - July 2014
Genentech October 2012 - February 2014
Foghorn Creative March 2012 - August 2012
VentureBeat September 2011 - March 2012
Winifred Dajani (San Francisco Board of Education campagn) June 2010 - October 2010
Skills
Social Media, Entrepreneurship, Microsoft Office, Community Outreach, PowerPoint, Time Management, Microsoft Excel, Research, Microsoft Word, Teamwork, Project Planning, Operations Management, Outlook, Customer Service, Excel, Marketo
Education
San Francisco State University, College of Business
B.S. Business Administration, Management
Western Governors University August 2013 - Present
Western Governors University July 2010 - August 2013
E*TRADE Financial November 2006 - April 2008
Overstock.com 2000 - 2007
Skills
Adult Education, Higher Education, E-Learning, Student Affairs, Distance Learning, Customer Service, Staff Development, Public Speaking, Customer Satisfaction, Research, Academic Advising, Educational Leadership, Career Counseling, Customer Service..., Call Center..., Series 7, Series 63, Philosophy of Religion, Workforce Management, Philosophy, Microsoft Office, Training
Education
Westminster College 2007 — 2010
BA, Philosophy, Religious Studies, Graduated Magna Cum Laude
Salt Lake Community College 1998 — 2000
Associate of Science (AS), General Studies
E*TRADE Financial October 2011 - Present
Larry H. Miller Dealerships - Honda of Murray July 2011 - September 2011
Temple Square Hospitality Corporation - The Garden Restaurant August 2008 - July 2011
Preventive Pest Control May 2009 - June 2009
KNS International August 2005 - June 2006
Megaplex Theaters - Megaplex 17 at Jordan Commons November 1999 - April 2004
Education
Western Governors University 2015 — 2016
Bachelor's Degree, Business - Information Technology Mangement
University of Utah 2010 — 2011
Political Science & Middle East Studies Persian
Salt Lake Community College 2008 — 2010
Political Science and Governement
Murray High School 1998 — 2001
ETrade Financial July 2012 - Present
San Jose State University 2010 - 2011
Skills
C++, Java, maven, Maven, XML, Tomcat, Web Services, Spring, Eclipse, Hibernate, Java Enterprise Edition, Perl, Subversion
Education
San Jose State University 2010 — 2011
B.S., Computer Science
Etrade Financial June 2008 - Present
Skills
Investments, Banking, Equities, Financial Services, Securities, Risk Management, Strategic Planning, Negotiation, Trading, Analysis, Financial Analysis, Derivatives
Education
Salem College
Communication, General
E*TRADE Financial March 2006 - Present
Discover Financial Services March 2002 - March 2006
Ovid Technologies April 1995 - May 2001
Education
University of Phoenix 1993 — 1995
Bachelor of Arts (B.A.), Managment
Salt Lake Community College
Associate of Arts and Sciences (A.A.S.), Marketing
E*TRADE Financial August 2013 - Present
RBC Wealth Management April 2009 - August 2013
Credit Suisse September 2007 - April 2009
Smith Barney October 2006 - May 2007
Bank of America September 2004 - August 2006
Education
San Jose State University
Bachelor of Science (BS), Business Administration - Management Information Systems