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
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E*TRADE Financial Employees
Employee
Years
Job
Industry
Jeff Goldrich Jeff Goldrich's E*TRADE Financial Experience June 2011 - August 2011
Job Commercial Lending Associate at The Private Bank And Trust Company
Industry Financial Services
Experience
The Private Bank And Trust Company July 2013 - Present
E*TRADE Financial June 2011 - August 2011
The Sports Authority June 2010 - August 2010
Skills
PowerPoint, Excel, Outlook, Salesforce.com, Genie, Bloomberg, Capital IQ, Crystal Ball, Morningstar, Microsoft Access, Microsoft Excel, Access
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2013
Bachelors, Finance, High Honors
The Hebrew University 2012 — 2012
International Business
The Private Bank And Trust Company July 2013 - Present
E*TRADE Financial June 2011 - August 2011
The Sports Authority June 2010 - August 2010
Skills
PowerPoint, Excel, Outlook, Salesforce.com, Genie, Bloomberg, Capital IQ, Crystal Ball, Morningstar, Microsoft Access, Microsoft Excel, Access
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2013
Bachelors, Finance, High Honors
The Hebrew University 2012 — 2012
International Business
Everett Wilkerson Everett Wilkerson's E*TRADE Financial Experience February 2004 - April 2012
Job Investment Consultant
Industry Financial Services
Experience
TD Ameritrade April 2012 - Present
E*TRADE Financial February 2004 - April 2012
E*TRADE Corporate Service Group January 2007 - June 2008
Etrade Financial January 2005 - December 2006
Skills
Portfolio Management, Equities, Wealth Management, Securities, Investments, Series 7, Investment Advisory, Retirement Planning, Asset Allocation, Relationship Management, Series 24, Financial Risk, FINRA, Fixed Income, Asset Management, Options, Financial Services, Mutual Funds, Series 63, Retirement, Investment Strategies, Strategic Financial..., Financial Advisory, Alternative Investments, ETFs, 401k, Investment Management, Bonds, Uniform Combined State..., Stocks, Hedge Funds, Bloomberg, Financial Markets, Trading, Capital Markets, Corporate Finance, Equity Trading, Derivatives, Electronic Trading, Risk Management, Trading Systems
Education
The University of Georgia 1992 — 1996
Bachelor of Science (BS), Biology/Biological Sciences, General
LaGrange High School 1988 — 1992
Diploma
TD Ameritrade April 2012 - Present
E*TRADE Financial February 2004 - April 2012
E*TRADE Corporate Service Group January 2007 - June 2008
Etrade Financial January 2005 - December 2006
Skills
Portfolio Management, Equities, Wealth Management, Securities, Investments, Series 7, Investment Advisory, Retirement Planning, Asset Allocation, Relationship Management, Series 24, Financial Risk, FINRA, Fixed Income, Asset Management, Options, Financial Services, Mutual Funds, Series 63, Retirement, Investment Strategies, Strategic Financial..., Financial Advisory, Alternative Investments, ETFs, 401k, Investment Management, Bonds, Uniform Combined State..., Stocks, Hedge Funds, Bloomberg, Financial Markets, Trading, Capital Markets, Corporate Finance, Equity Trading, Derivatives, Electronic Trading, Risk Management, Trading Systems
Education
The University of Georgia 1992 — 1996
Bachelor of Science (BS), Biology/Biological Sciences, General
LaGrange High School 1988 — 1992
Diploma
Jason Kelley's E*TRADE Financial Experience April 2002 - May 2004
Job Senior Fixed Income Investment Management Professional
Industry Investment Management
Experience
Voya Investment Management (previously ING Investment Management) January 2011 - September 2014
Goldman Sachs Asset Management March 2008 - January 2011
Goldman Sachs Asset Management May 2006 - March 2008
FOLIOfn Investments, Inc. May 2004 - November 2005
E*TRADE Financial April 2002 - May 2004
E*TRADE Financial September 2000 - April 2002
Skills
Fixed Income, Bonds, Trading, Investments, Equities, Equity Trading, Portfolio Management, Hedge Funds, Securities, High Yield, Bloomberg, Financial Services, Investment Management, Series 7, Leveraged Finance, Investment Banking, Equity Derivatives, Capital Markets, Derivatives, Asset Management, Structured Products, Financial Markets, Alternative Investments, Private Equity, Asset Allocation, Emerging Markets, Series 63, Options, Corporate Credit, Credit, Credit Derivatives, Valuation, Financial Modeling, Investment Strategies, Middle Office, Mutual Funds, Fixed Income Trading, Series 24, BlackRock Aladdin, Bloomberg Terminal, Relationship Management, Product Management, Data Analysis, Core, Insurance, Electronic Trading, BlackRock Solutions..., Institutional..., ETFs
Education
The George Washington University - School of Business 2003 — 2005
Master of Business Administration (M.B.A.), Economics/International Business
University of North Georgia 1997 — 2000
B.B.A., Management
Voya Investment Management (previously ING Investment Management) January 2011 - September 2014
Goldman Sachs Asset Management March 2008 - January 2011
Goldman Sachs Asset Management May 2006 - March 2008
FOLIOfn Investments, Inc. May 2004 - November 2005
E*TRADE Financial April 2002 - May 2004
E*TRADE Financial September 2000 - April 2002
Skills
Fixed Income, Bonds, Trading, Investments, Equities, Equity Trading, Portfolio Management, Hedge Funds, Securities, High Yield, Bloomberg, Financial Services, Investment Management, Series 7, Leveraged Finance, Investment Banking, Equity Derivatives, Capital Markets, Derivatives, Asset Management, Structured Products, Financial Markets, Alternative Investments, Private Equity, Asset Allocation, Emerging Markets, Series 63, Options, Corporate Credit, Credit, Credit Derivatives, Valuation, Financial Modeling, Investment Strategies, Middle Office, Mutual Funds, Fixed Income Trading, Series 24, BlackRock Aladdin, Bloomberg Terminal, Relationship Management, Product Management, Data Analysis, Core, Insurance, Electronic Trading, BlackRock Solutions..., Institutional..., ETFs
Education
The George Washington University - School of Business 2003 — 2005
Master of Business Administration (M.B.A.), Economics/International Business
University of North Georgia 1997 — 2000
B.B.A., Management
Todd Fields, CFP Todd Fields, CFP's E*TRADE Financial Experience 1999 - 2002
Job Partner at Wealth and Pension Services Group, Inc
Industry Investment Management
Experience
Wealth and Pension Services Group January 2013 - Present
Trusted Wealth Management, Inc January 2005 - Present
Kring Financial Management, Inc 2002 - 2005
E*TRADE Financial 1999 - 2002
Skills
Investments, Retirement, Portfolio Management, Wealth, Fixed Annuities, 401k, Asset Allocation, Financial Advisory, Insurance, Strategic Financial..., Investment Advisory, Wealth Management, Investment Strategies, Financial Planning, ETFs, Securities, Retirement Planning, Annuities, Asset Management, IRA's, Mutual Funds, Stocks, Bonds, Equities, Retirement Income..., Fixed Income, Personal Finance, Financial Markets, Social Security Planning, Diversification, Budgeting, Seniors
Education
Oglethorpe University 2002 — 2003
CFP, CFP curriculum
University of Georgia - Terry College of Business 1998 — 2000
BBA, Finance
The University of Georgia 1990 — 1994
BS, Biology
Wealth and Pension Services Group January 2013 - Present
Trusted Wealth Management, Inc January 2005 - Present
Kring Financial Management, Inc 2002 - 2005
E*TRADE Financial 1999 - 2002
Skills
Investments, Retirement, Portfolio Management, Wealth, Fixed Annuities, 401k, Asset Allocation, Financial Advisory, Insurance, Strategic Financial..., Investment Advisory, Wealth Management, Investment Strategies, Financial Planning, ETFs, Securities, Retirement Planning, Annuities, Asset Management, IRA's, Mutual Funds, Stocks, Bonds, Equities, Retirement Income..., Fixed Income, Personal Finance, Financial Markets, Social Security Planning, Diversification, Budgeting, Seniors
Education
Oglethorpe University 2002 — 2003
CFP, CFP curriculum
University of Georgia - Terry College of Business 1998 — 2000
BBA, Finance
The University of Georgia 1990 — 1994
BS, Biology
Dzanh Le-Si Dzanh Le-Si's E*TRADE Financial Experience July 2006 - May 2010
Job Consultant at Accenture
Industry Information Technology and Services
Experience
Accenture May 2010 - Present
E*Trade Financial July 2006 - May 2010
Computech February 2006 - July 2006
Stanley Associates January 2004 - February 2006
Skills
SDLC, Project Management, Business Analysis, Requirements Gathering, Integration, Requirements Analysis, Enterprise Architecture, Business Process..., IT Strategy, Software Project..., PMO, Business Process Design, Agile Methodologies
Education
George Washington University
M.S., Information Systems Technology
Mary Washington College
B.S., Computer Science
Mary Washington College
B.S., Business Administration
Accenture May 2010 - Present
E*Trade Financial July 2006 - May 2010
Computech February 2006 - July 2006
Stanley Associates January 2004 - February 2006
Skills
SDLC, Project Management, Business Analysis, Requirements Gathering, Integration, Requirements Analysis, Enterprise Architecture, Business Process..., IT Strategy, Software Project..., PMO, Business Process Design, Agile Methodologies
Education
George Washington University
M.S., Information Systems Technology
Mary Washington College
B.S., Computer Science
Mary Washington College
B.S., Business Administration
Henry Bonilla's E*TRADE Financial Experience August 2011 - Present
Job Platinum Executive Services Specialist, 10b51 at E*TRADE Financial Corporation
Industry Investment Management
Experience
E*TRADE Financial Corporation July 2015 - Present
E*TRADE Financial August 2011 - Present
Advantage Professional Staffing, LLC March 2011 - August 2011
Modern Italian Bakery September 2010 - February 2011
American Consultants June 2009 - June 2010
Atlantic Chevrolet July 2006 - April 2007
Skills
Sales, Banking, Finance, Financial Services, Microsoft Office, Financial Advisory, Debt Settlement, Microsoft Excel, Call Center, Payments, Employee Benefits, Outlook, Insurance, Consultants, Market Analysis, Operations Management, Call Centers, Investments, Management, Customer Service, Loans, Analysis, Equities, Customer Satisfaction, Series 7, Series 63
Education
Kennesaw State University 2011 — 2014
Bachelor's Degree, Cum Laude, Finance, 3.63/4.0
Suffolk County Community College 2005 — 2008
Associate's Degree, Business Administration
E*TRADE Financial Corporation July 2015 - Present
E*TRADE Financial August 2011 - Present
Advantage Professional Staffing, LLC March 2011 - August 2011
Modern Italian Bakery September 2010 - February 2011
American Consultants June 2009 - June 2010
Atlantic Chevrolet July 2006 - April 2007
Skills
Sales, Banking, Finance, Financial Services, Microsoft Office, Financial Advisory, Debt Settlement, Microsoft Excel, Call Center, Payments, Employee Benefits, Outlook, Insurance, Consultants, Market Analysis, Operations Management, Call Centers, Investments, Management, Customer Service, Loans, Analysis, Equities, Customer Satisfaction, Series 7, Series 63
Education
Kennesaw State University 2011 — 2014
Bachelor's Degree, Cum Laude, Finance, 3.63/4.0
Suffolk County Community College 2005 — 2008
Associate's Degree, Business Administration
Michelle O'Connor's E*TRADE Financial Experience May 2010 - Present
Job Senior Account Executive, Corporate Services
Industry Financial Services
Experience
E*TRADE Financial May 2010 - Present
Tax District of Candlewood Isle 2004 - 2010
Intuit / EmployeeMatters 2000 - 2002
Paychex 1991 - 2000
Skills
401k, Human Resources, Equities, SaaS, Series 7, Financial Services, Finance, HRIS, Series 63, Start-ups, Securities, Employee Benefits, Sales, Cloud Applications, Relationship Management, Payroll, Equity Compensation, FINRA, Strategy, Enterprise Software
Education
SUNY Plattsburgh
Bachelor of Arts (BA), Psychology
E*TRADE Financial May 2010 - Present
Tax District of Candlewood Isle 2004 - 2010
Intuit / EmployeeMatters 2000 - 2002
Paychex 1991 - 2000
Skills
401k, Human Resources, Equities, SaaS, Series 7, Financial Services, Finance, HRIS, Series 63, Start-ups, Securities, Employee Benefits, Sales, Cloud Applications, Relationship Management, Payroll, Equity Compensation, FINRA, Strategy, Enterprise Software
Education
SUNY Plattsburgh
Bachelor of Arts (BA), Psychology
Brian Rosenstock's E*TRADE Financial Experience March 2006 - September 2007
Job Technology Product Executive
Industry Information Technology and Services
Experience
Thomson Reuters July 2013 - Present
Orion Fleet Intelligence June 2011 - June 2013
Comcast Interactive Media September 2007 - December 2010
E*TRADE Financial March 2006 - September 2007
Kintera June 2001 - March 2006
Enhanced Technologies January 2000 - June 2001
Verizon August 1999 - January 2000
Skills
Product Management, Product Development, Business Intelligence, P&L responsibility, Product Strategy, SaaS, Software Development, Software Project..., Profit & Loss Management, Digital Media, Strategic Planning, Agile Methodologies, Cross-functional Team..., Product Requirements, Product Marketing, Program Management, Team Leadership, E-commerce, User Experience, Analytics, Salesforce.com, Project Management, Mobile Devices, CRM, Leadership, Integration, Entrepreneurship, Strategic Partnerships, Management, Web Applications, Enterprise Software, Scrum, Business Analysis, B2B, Agile, Project Portfolio..., Online Video, Client Services, Digital Marketing, Vendor Management, Software Requirements, Market Requirements, Business Requirements, Competitive Analysis, Product Launch, Product Life Cycle..., SDLC, Mobile Applications, Big Data, Agile Project Management
Education
The Johns Hopkins University - Carey Business School 2003 — 2006
MS, Information and Telecommunications Systems
The George Washington University - School of Business 1995 — 1999
BBA, Management Information Systems
Thomson Reuters July 2013 - Present
Orion Fleet Intelligence June 2011 - June 2013
Comcast Interactive Media September 2007 - December 2010
E*TRADE Financial March 2006 - September 2007
Kintera June 2001 - March 2006
Enhanced Technologies January 2000 - June 2001
Verizon August 1999 - January 2000
Skills
Product Management, Product Development, Business Intelligence, P&L responsibility, Product Strategy, SaaS, Software Development, Software Project..., Profit & Loss Management, Digital Media, Strategic Planning, Agile Methodologies, Cross-functional Team..., Product Requirements, Product Marketing, Program Management, Team Leadership, E-commerce, User Experience, Analytics, Salesforce.com, Project Management, Mobile Devices, CRM, Leadership, Integration, Entrepreneurship, Strategic Partnerships, Management, Web Applications, Enterprise Software, Scrum, Business Analysis, B2B, Agile, Project Portfolio..., Online Video, Client Services, Digital Marketing, Vendor Management, Software Requirements, Market Requirements, Business Requirements, Competitive Analysis, Product Launch, Product Life Cycle..., SDLC, Mobile Applications, Big Data, Agile Project Management
Education
The Johns Hopkins University - Carey Business School 2003 — 2006
MS, Information and Telecommunications Systems
The George Washington University - School of Business 1995 — 1999
BBA, Management Information Systems
Brian L. Stilwell Brian L. Stilwell's E*TRADE Financial Experience March 2000 - February 2001
Job Duplication Editor at R2C Group
Industry Animation
Experience
R2C Group June 2014 - Present
E*TRADE Financial March 2000 - February 2001
Nike July 1987 - October 1997
Skills
Maya, Photoshop, Animation, After Effects, Computer Animation, Character Animation, 3D Studio Max, Illustrator, 3D Modeling, Texturing, Storyboarding, Drawing, Premiere, Traditional Animation, Zbrush, Illustration, Microsoft Office, Compositing, Flash Animation, Graphic Design
Education
The Art Institute of Portland 2009 — 2013
Bachelor of Fine Arts (BFA), Media Arts and Animation
R2C Group June 2014 - Present
E*TRADE Financial March 2000 - February 2001
Nike July 1987 - October 1997
Skills
Maya, Photoshop, Animation, After Effects, Computer Animation, Character Animation, 3D Studio Max, Illustrator, 3D Modeling, Texturing, Storyboarding, Drawing, Premiere, Traditional Animation, Zbrush, Illustration, Microsoft Office, Compositing, Flash Animation, Graphic Design
Education
The Art Institute of Portland 2009 — 2013
Bachelor of Fine Arts (BFA), Media Arts and Animation
Kyle Welker's E*TRADE Financial Experience September 2011 - March 2013
Job Wealth Strategist at FMB Advisors
Industry Financial Services
Experience
FMB Advisors January 2014 - Present
oXYGen Financial Inc March 2013 - March 2014
E*TRADE Financial September 2011 - March 2013
Waddell & Reed February 2009 - September 2011
Volunteer Income Tax Assistance Program January 2008 - April 2008
New York Life Insurance Company January 2007 - January 2008
Universal Financial Group January 2002 - August 2003
Skills
Strategic Financial..., Securities, Investments, Asset Management, Retirement Planning, Fixed Income, Series 7, Portfolio Management, Wealth Management, Equities, Financial Advisory, Financial Planners, Estate Planning, Financial Analysis, Relationship Management, Life Insurance, Asset Managment, Retirement, Investment Strategies
Education
The University of Georgia 2003 — 2008
Bachelors, Family Financial Planning
FMB Advisors January 2014 - Present
oXYGen Financial Inc March 2013 - March 2014
E*TRADE Financial September 2011 - March 2013
Waddell & Reed February 2009 - September 2011
Volunteer Income Tax Assistance Program January 2008 - April 2008
New York Life Insurance Company January 2007 - January 2008
Universal Financial Group January 2002 - August 2003
Skills
Strategic Financial..., Securities, Investments, Asset Management, Retirement Planning, Fixed Income, Series 7, Portfolio Management, Wealth Management, Equities, Financial Advisory, Financial Planners, Estate Planning, Financial Analysis, Relationship Management, Life Insurance, Asset Managment, Retirement, Investment Strategies
Education
The University of Georgia 2003 — 2008
Bachelors, Family Financial Planning
Richard H Harvey Jr's E*TRADE Financial Experience 2002 - 2003
Job Chief Compliance Officer at Colonial Savings
Industry Banking
Experience
Colonial Savings July 2014 - Present
American Bankers Association 2004 - Present
Omney, Inc. May 2013 - March 2014
Skrill (Moneybookers) August 2012 - March 2013
State Farm Bank August 2009 - August 2012
Rabobank September 2006 - December 2007
Silicon Valley Bank 2004 - 2006
Washington Mutual 2003 - 2004
ETrade Financial 2002 - 2003
Chevy Chase Bank 1995 - 2002
Skills
Compliance, AML, Risk Management, Bank Secrecy Act, Privacy, Compliance Management, Financial Institutions, USA PATRIOT Act, OFAC, Banking, Risk, Risk Assessment, Enterprise Risk..., Policy, Governance, Loans, Credit, Corporate Governance, Underwriting, BSA, Mortgage, KYC, Executive Management, Payments, Financial Risk, Privacy Law, Mortgage Lending, Due Diligence, Financial Services, Operational Risk..., Credit Analysis, Credit Risk, Portfolio Management, Finance, Retail Banking, Operational Risk, Securities, Leadership, Financial Regulation, Regulations, Management, Capital Markets, Training, Commercial Banking, Banking Law, Core Banking, Program Management, Commercial Lending, Mergers & Acquisitions, Mortgage Banking
Education
The Catholic University of America, Columbus School of Law 1982 — 1986
Juris Doctor, Law
University of the District of Columbia 1978 — 1981
Bachelor of Arts (B.A.), Political Science and Government
Colonial Savings July 2014 - Present
American Bankers Association 2004 - Present
Omney, Inc. May 2013 - March 2014
Skrill (Moneybookers) August 2012 - March 2013
State Farm Bank August 2009 - August 2012
Rabobank September 2006 - December 2007
Silicon Valley Bank 2004 - 2006
Washington Mutual 2003 - 2004
ETrade Financial 2002 - 2003
Chevy Chase Bank 1995 - 2002
Skills
Compliance, AML, Risk Management, Bank Secrecy Act, Privacy, Compliance Management, Financial Institutions, USA PATRIOT Act, OFAC, Banking, Risk, Risk Assessment, Enterprise Risk..., Policy, Governance, Loans, Credit, Corporate Governance, Underwriting, BSA, Mortgage, KYC, Executive Management, Payments, Financial Risk, Privacy Law, Mortgage Lending, Due Diligence, Financial Services, Operational Risk..., Credit Analysis, Credit Risk, Portfolio Management, Finance, Retail Banking, Operational Risk, Securities, Leadership, Financial Regulation, Regulations, Management, Capital Markets, Training, Commercial Banking, Banking Law, Core Banking, Program Management, Commercial Lending, Mergers & Acquisitions, Mortgage Banking
Education
The Catholic University of America, Columbus School of Law 1982 — 1986
Juris Doctor, Law
University of the District of Columbia 1978 — 1981
Bachelor of Arts (B.A.), Political Science and Government
Han Rui Han Rui's E*TRADE Financial Experience November 2013 - Present
Job Mobile Application Developer at E*TRADE Financial
Industry Computer Software
Experience
E*TRADE Financial November 2013 - Present
Simbiosys Mobile Solutions, Inc. June 2012 - Present
Wireless Communications Lab at University of Illinois at Chicago January 2010 - January 2013
Unified Communication Lab at Sun Yat-sen University July 2008 - July 2009
Skills
Android SDK, Android Development, JSON, Matlab, JAVA, Microsoft Office, Linux, Eclipse, RESTful WebServices, SOAP, Jsoup, OpenGL ES
Education
University of Illinois 2009 — 2012
M.S, Electrical and Computer Engineering
Sun Yat-Sen University 2004 — 2008
B.S, Electrical and Computer Engineering
E*TRADE Financial November 2013 - Present
Simbiosys Mobile Solutions, Inc. June 2012 - Present
Wireless Communications Lab at University of Illinois at Chicago January 2010 - January 2013
Unified Communication Lab at Sun Yat-sen University July 2008 - July 2009
Skills
Android SDK, Android Development, JSON, Matlab, JAVA, Microsoft Office, Linux, Eclipse, RESTful WebServices, SOAP, Jsoup, OpenGL ES
Education
University of Illinois 2009 — 2012
M.S, Electrical and Computer Engineering
Sun Yat-Sen University 2004 — 2008
B.S, Electrical and Computer Engineering
Jarrod Brown Jarrod Brown's E*TRADE Financial Experience May 2011 - May 2012
Job Associate Product Manager Fixed Income at Invesco
Industry Investment Management
Experience
Invesco Ltd. January 2015 - Present
SunTrust Investment Services December 2013 - December 2014
SunTrust Investment Services June 2012 - December 2013
E*TRADE Financial May 2011 - May 2012
First Investors Corporation May 2009 - August 2009
Education
The University of Georgia 2005 — 2009
B.S., Financial Planning
2015 CFA Level I Candidate in the CFA Program
Invesco Ltd. January 2015 - Present
SunTrust Investment Services December 2013 - December 2014
SunTrust Investment Services June 2012 - December 2013
E*TRADE Financial May 2011 - May 2012
First Investors Corporation May 2009 - August 2009
Education
The University of Georgia 2005 — 2009
B.S., Financial Planning
2015 CFA Level I Candidate in the CFA Program
Benny Joseph Benny Joseph's E*TRADE Financial Experience July 2002 - March 2006
Job Product Development at Intuit; CEO & CoFounder at GoodApril
Industry Computer Software
Experience
Intuit August 2013 - Present
GoodApril January 2013 - August 2013
Zecco July 2010 - January 2013
Adobe Systems July 2009 - July 2010
Waterfall Mobile March 2006 - September 2007
E*TRADE FINANCIAL July 2002 - March 2006
Autodesk May 2000 - July 2002
Skills
Product Management, Product Strategy, Mobile, Software Development, Analytics, Business Strategy, SaaS, User Experience, Cloud Computing, Mobile Applications, HTML 5, Mobile Devices, Agile Methodologies, Web Services, Integration, Competitive Analysis, Cross-functional Team..., Strategy, Software Project..., Analysis, Early-stage Startups, Product Development, Web Analytics, IT Strategy, Business Analysis
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA
University of Michigan 1998 — 2002
B.S
Intuit August 2013 - Present
GoodApril January 2013 - August 2013
Zecco July 2010 - January 2013
Adobe Systems July 2009 - July 2010
Waterfall Mobile March 2006 - September 2007
E*TRADE FINANCIAL July 2002 - March 2006
Autodesk May 2000 - July 2002
Skills
Product Management, Product Strategy, Mobile, Software Development, Analytics, Business Strategy, SaaS, User Experience, Cloud Computing, Mobile Applications, HTML 5, Mobile Devices, Agile Methodologies, Web Services, Integration, Competitive Analysis, Cross-functional Team..., Strategy, Software Project..., Analysis, Early-stage Startups, Product Development, Web Analytics, IT Strategy, Business Analysis
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA
University of Michigan 1998 — 2002
B.S
Griffin Fittsporter Griffin Fittsporter's E*TRADE Financial Experience October 2013 - Present
Job Sr. Financial Services Representative at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial October 2013 - Present
Skills
Customer Service, Microsoft Word, PowerPoint, Microsoft Excel, Sales, Research, Budgets, Windows, Public Speaking, English, Strategic Planning, Teaching, Negotiation, Team Building, Inventory Management
Education
The University of Georgia 2008 — 2012
Bachelor of Business Administration (BBA), Management
Roswell High School
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
E*TRADE Financial October 2013 - Present
Skills
Customer Service, Microsoft Word, PowerPoint, Microsoft Excel, Sales, Research, Budgets, Windows, Public Speaking, English, Strategic Planning, Teaching, Negotiation, Team Building, Inventory Management
Education
The University of Georgia 2008 — 2012
Bachelor of Business Administration (BBA), Management
Roswell High School
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Casey Strapp's E*TRADE Financial Experience November 2006 - December 2007
Job Senior Field Research Manager at CoStar Group
Industry Commercial Real Estate
Experience
CoStar Group March 2014 - Present
CoStar Group January 2010 - Present
CoStar Group January 2008 - January 2010
E*Trade Financial November 2006 - December 2007
JPMorgan Chase April 2006 - October 2006
JPMorgan Chase October 2004 - April 2006
JPMorgan Chase June 2001 - October 2004
Skills
Managing Employees, Hiring, Customer Service, Call Center, Quality Assurance, Digital Photography, Residential Mortgages, Online Research, Retail Banking
Education
The Ohio State University 1995 — 2001
BA, History, English
CoStar Group March 2014 - Present
CoStar Group January 2010 - Present
CoStar Group January 2008 - January 2010
E*Trade Financial November 2006 - December 2007
JPMorgan Chase April 2006 - October 2006
JPMorgan Chase October 2004 - April 2006
JPMorgan Chase June 2001 - October 2004
Skills
Managing Employees, Hiring, Customer Service, Call Center, Quality Assurance, Digital Photography, Residential Mortgages, Online Research, Retail Banking
Education
The Ohio State University 1995 — 2001
BA, History, English
Bill Orsini Bill Orsini's E*TRADE Financial Experience 2004 - 2008
Job Institutional Sales and Trading at Lek Securities
Industry Financial Services
Experience
Lek Securities January 2014 - May 2014
Citadel Investment Group 2012 - 2013
Avatar Securities, LLC 2011 - 2012
Proprietary Trader 2008 - 2011
E*TRADE Financial 2004 - 2008
Deutsche Bank Alex. Brown 1997 - 2004
Skills
Risk Management, Series 7, Series 24, Series 4, Series 55, Series 56, Series 63, Equities, Options, Futures, Technical Analysis, Trading Strategies, Electronic Trading, Proprietary Trading, Market Making, Portfolio Management, Statistical Arbitrage, Spread Trading, Trading Systems, Trading, Securities, Fixed Income, Derivatives, Alternative Investments, FINRA, Hedge Funds
Education
The Johns Hopkins University
BA, Economics
Lek Securities January 2014 - May 2014
Citadel Investment Group 2012 - 2013
Avatar Securities, LLC 2011 - 2012
Proprietary Trader 2008 - 2011
E*TRADE Financial 2004 - 2008
Deutsche Bank Alex. Brown 1997 - 2004
Skills
Risk Management, Series 7, Series 24, Series 4, Series 55, Series 56, Series 63, Equities, Options, Futures, Technical Analysis, Trading Strategies, Electronic Trading, Proprietary Trading, Market Making, Portfolio Management, Statistical Arbitrage, Spread Trading, Trading Systems, Trading, Securities, Fixed Income, Derivatives, Alternative Investments, FINRA, Hedge Funds
Education
The Johns Hopkins University
BA, Economics
George Montalvo, CEP's E*TRADE Financial Experience November 2010 - October 2013
Job Senior People Success Manager at Ultimate Software
Industry Information Technology and Services
Experience
Ultimate Software May 2014 - Present
E*TRADE Financial Corporation December 2013 - May 2014
E*TRADE Financial November 2010 - October 2013
E*TRADE Financial September 2009 - November 2010
E*TRADE Financial July 2006 - September 2009
Franklin Templeton Investments 1996 - 2006
Skills
Securities, Equities, Series 7, Consumer Lending, Mutual Funds, Financial Services, Investments, Relationship Management, Series 63, Management, Leadership, Mergers & Acquisitions, Vendor Management, Business Development, Product Management, Salesforce.com, Training, Business Planning, Performance Management
Education
Suffolk University
Bachelor of Business Administration (BBA)
University of Miami - School of Business
Master of Business Administration (MBA), International Business
Ultimate Software May 2014 - Present
E*TRADE Financial Corporation December 2013 - May 2014
E*TRADE Financial November 2010 - October 2013
E*TRADE Financial September 2009 - November 2010
E*TRADE Financial July 2006 - September 2009
Franklin Templeton Investments 1996 - 2006
Skills
Securities, Equities, Series 7, Consumer Lending, Mutual Funds, Financial Services, Investments, Relationship Management, Series 63, Management, Leadership, Mergers & Acquisitions, Vendor Management, Business Development, Product Management, Salesforce.com, Training, Business Planning, Performance Management
Education
Suffolk University
Bachelor of Business Administration (BBA)
University of Miami - School of Business
Master of Business Administration (MBA), International Business
Rio Slaven Rio Slaven's E*TRADE Financial Experience 2004 - 2006
Job Head of Marketing and Community at Tradier Inc.
Industry Marketing and Advertising
Experience
Tradier Inc. 2015 - Present
district6 Strategic Marketing 2012 - 2014
APMEX 2011 - 2012
TD Ameritrade 2006 - 2011
E*Trade Financial 2004 - 2006
Morgan Stanley 2002 - 2004
BBDO 2000 - 2002
Skills
Financial Services, SEO, E-commerce, Customer Acquisition, SEM, Digital Strategy, Social Media Marketing, Digital Marketing, Integrated Marketing, Direct Marketing, Online Advertising, Management, Email Marketing, Lead Generation, Brand Development, Marketing Strategy, Strategic Partnerships, Cross-functional Team..., Strategy, Mobile Marketing, CRM, Start-ups, Mobile Devices, Content Strategy, Creative Direction, Advertising, Leadership, Marketing, Digital Media, Competitive Analysis, Analytics, Segmentation, Sales, Public Relations, Facebook, Customer Retention, Web Analytics, Enterprise Software, Online Marketing, Strategic Planning, Marketing Communications, Mergers & Acquisitions, Social Media, B2B, Business Strategy
Education
Suffolk University - Sawyer Business School
MBA, Marketing and Quantitative Methods
University of Massachusetts, Amherst
Tradier Inc. 2015 - Present
district6 Strategic Marketing 2012 - 2014
APMEX 2011 - 2012
TD Ameritrade 2006 - 2011
E*Trade Financial 2004 - 2006
Morgan Stanley 2002 - 2004
BBDO 2000 - 2002
Skills
Financial Services, SEO, E-commerce, Customer Acquisition, SEM, Digital Strategy, Social Media Marketing, Digital Marketing, Integrated Marketing, Direct Marketing, Online Advertising, Management, Email Marketing, Lead Generation, Brand Development, Marketing Strategy, Strategic Partnerships, Cross-functional Team..., Strategy, Mobile Marketing, CRM, Start-ups, Mobile Devices, Content Strategy, Creative Direction, Advertising, Leadership, Marketing, Digital Media, Competitive Analysis, Analytics, Segmentation, Sales, Public Relations, Facebook, Customer Retention, Web Analytics, Enterprise Software, Online Marketing, Strategic Planning, Marketing Communications, Mergers & Acquisitions, Social Media, B2B, Business Strategy
Education
Suffolk University - Sawyer Business School
MBA, Marketing and Quantitative Methods
University of Massachusetts, Amherst
Jeanne Mommaerts's E*TRADE Financial Experience 1998 - 2002
Job Mobile & Embedded Systems Software Engineer at BSQUARE
Industry Computer Software
Experience
BSQUARE September 2008 - Present
Vigilant Privacy Corporation 2002 - 2006
E*TRADE Financial 1998 - 2002
DSP Solutions, Kaleida, Creative Multimedia 1995 - 1998
IBM 1985 - 1994
Skills
Product Development, Software Development, Process Development, Requirements Analysis, Mobile, Embedded Systems, Speech, Audio, Android, Windows, C++, C
Education
Florida Atlantic University 1985 — 1990
Electrical Engineering Masters Program, Speech Processing
The Ohio State University 1981 — 1985
BSEE, Telecommunications, DSP, audio technology
BSQUARE September 2008 - Present
Vigilant Privacy Corporation 2002 - 2006
E*TRADE Financial 1998 - 2002
DSP Solutions, Kaleida, Creative Multimedia 1995 - 1998
IBM 1985 - 1994
Skills
Product Development, Software Development, Process Development, Requirements Analysis, Mobile, Embedded Systems, Speech, Audio, Android, Windows, C++, C
Education
Florida Atlantic University 1985 — 1990
Electrical Engineering Masters Program, Speech Processing
The Ohio State University 1981 — 1985
BSEE, Telecommunications, DSP, audio technology
Julie London's E*TRADE Financial Experience April 2006 - July 2006
Job Senior Web App Engineer at The Walt Disney Studios
Industry Computer Software
Experience
The Walt Disney Studios October 2013 - Present
Intuit July 2012 - March 2013
Yahoo! July 2011 - April 2012
Yahoo! April 2010 - June 2011
Yahoo! March 2009 - April 2010
Yahoo! August 2006 - March 2009
E*TRADE Financial April 2006 - July 2006
E*TRADE Financial February 2004 - April 2006
Aplia September 2001 - November 2003
Mondo Media January 2000 - August 2001
Skills
YUI, CSS, AJAX, JavaScript, HTML, PHP, xslt, ActionScript, XSLT, HTML 5, MySQL, Web Applications, User Interface, User Experience, XHTML, Web Development, Front-end, XML, SEO, REST, JSON, jQuery, Accessibility, Agile Methodologies, CMS, HTML5
Education
The George Washington University
M.A.
University of Colorado Boulder
B.A.
The Walt Disney Studios October 2013 - Present
Intuit July 2012 - March 2013
Yahoo! July 2011 - April 2012
Yahoo! April 2010 - June 2011
Yahoo! March 2009 - April 2010
Yahoo! August 2006 - March 2009
E*TRADE Financial April 2006 - July 2006
E*TRADE Financial February 2004 - April 2006
Aplia September 2001 - November 2003
Mondo Media January 2000 - August 2001
Skills
YUI, CSS, AJAX, JavaScript, HTML, PHP, xslt, ActionScript, XSLT, HTML 5, MySQL, Web Applications, User Interface, User Experience, XHTML, Web Development, Front-end, XML, SEO, REST, JSON, jQuery, Accessibility, Agile Methodologies, CMS, HTML5
Education
The George Washington University
M.A.
University of Colorado Boulder
B.A.
Richmond Carter Richmond Carter's E*TRADE Financial Experience April 2007 - Present
Job MidMarket Service Manager at E*TRADE Financial Corporate Services, Inc.
Industry Financial Services
Experience
E*TRADE Financial Corporation September 2015 - Present
E*TRADE Financial April 2007 - Present
Skills
10b5-1 Plans, Executive Compensation..., Executive Services, Rule 144
Education
The University of Georgia 2003 — 2006
Bachelor of Science (B.S.), Consumer Economics
E*TRADE Financial Corporation September 2015 - Present
E*TRADE Financial April 2007 - Present
Skills
10b5-1 Plans, Executive Compensation..., Executive Services, Rule 144
Education
The University of Georgia 2003 — 2006
Bachelor of Science (B.S.), Consumer Economics
Paul Vienick Paul Vienick's E*TRADE Financial Experience January 2003 - January 2011
Job Managing Director at Merrill Lynch/Merrill Edge
Industry Financial Services
Experience
Merrill Edge December 2010 - Present
E*TRADE Financial January 2003 - January 2011
TD Waterhouse August 1992 - January 2003
Education
State University of New York College at Oswego 1987 — 1991
BS, Accounting
Merrill Edge December 2010 - Present
E*TRADE Financial January 2003 - January 2011
TD Waterhouse August 1992 - January 2003
Education
State University of New York College at Oswego 1987 — 1991
BS, Accounting
Si-Young Park Si-Young Park's E*TRADE Financial Experience October 2004 - March 2006
Job Owner, Si Young Park, CPA, PLLC
Industry Accounting
Experience
Si Young Park, CPA, PLLC April 2006 - Present
E*TRADE Financial October 2004 - March 2006
Mirant June 2001 - May 2003
Global TeleSystem, Inc December 1999 - April 2001
Ernst & Young January 1997 - December 1999
Skills
Accounting, SEC filings, General Ledger, Internal Controls, Financial Audits, CPA, GAAP, Cash Flow, Financial Reporting, Financial Statements
Education
The George Washington University 1994 — 1996
BA, Accountancy
Si Young Park, CPA, PLLC April 2006 - Present
E*TRADE Financial October 2004 - March 2006
Mirant June 2001 - May 2003
Global TeleSystem, Inc December 1999 - April 2001
Ernst & Young January 1997 - December 1999
Skills
Accounting, SEC filings, General Ledger, Internal Controls, Financial Audits, CPA, GAAP, Cash Flow, Financial Reporting, Financial Statements
Education
The George Washington University 1994 — 1996
BA, Accountancy
Barry Mione's E*TRADE Financial Experience August 2005 - July 2009
Job CEO, Kapitall Generation LLC at Kapitall
Industry Financial Services
Experience
Kapitall August 2011 - Present
BNY Mellon October 2010 - October 2011
E*TRADE Financial August 2005 - July 2009
Bank of Montreal 2002 - 2005
Credit Suisse 2000 - 2002
Donaldson, Lufkin, & Jenrette January 1995 - January 2000
Pershing 1994 - 1996
PCFN 1990 - 1995
Skills
Series 7, Product Management, Online Advertising, Financial Services, Mergers & Acquisitions, Fixed Income, Mergers, Trading, Business Process..., Equities, Management, Entrepreneurship, Risk Management, Strategic Planning, Due Diligence, CRM, Portfolio Management, Investments, Product Development, Change Management, Customer Experience, Leadership, Business Strategy, International Business, Budgets, Financial Risk, Project Planning, Securities, Relationship Management
Education
Stony Brook University 1982 — 1986
Psychology, Engineering, Society, and Tech.
Kapitall August 2011 - Present
BNY Mellon October 2010 - October 2011
E*TRADE Financial August 2005 - July 2009
Bank of Montreal 2002 - 2005
Credit Suisse 2000 - 2002
Donaldson, Lufkin, & Jenrette January 1995 - January 2000
Pershing 1994 - 1996
PCFN 1990 - 1995
Skills
Series 7, Product Management, Online Advertising, Financial Services, Mergers & Acquisitions, Fixed Income, Mergers, Trading, Business Process..., Equities, Management, Entrepreneurship, Risk Management, Strategic Planning, Due Diligence, CRM, Portfolio Management, Investments, Product Development, Change Management, Customer Experience, Leadership, Business Strategy, International Business, Budgets, Financial Risk, Project Planning, Securities, Relationship Management
Education
Stony Brook University 1982 — 1986
Psychology, Engineering, Society, and Tech.
Isidoro Lombrozo Isidoro Lombrozo's E*TRADE Financial Experience July 2011 - March 2012
Job Tacoteur at Puesto
Industry Restaurants
Experience
Puesto March 2012 - Present
E*TRADE Financial July 2011 - March 2012
E*TRADE Financial July 2010 - July 2011
United States Senator Bob Corker (R-TN) June 2008 - August 2008
Law Office of Miguel Leff May 2007 - August 2007
Republican Party of San Diego County June 2005 - August 2005
Skills
Financial Analysis, Financial Modeling, Accounting, Sarbanes-Oxley Act, Microsoft Excel, Financial Reporting, Auditing, Internal Controls, Bloomberg, Internal Audit, PowerPoint, Microsoft Office, Financial Accounting, SEC filings, GAAP, Account Reconciliation, Strategic Financial..., Finance, Equities, Microsoft Word, Valuation, Revenue Recognition
Education
Vanderbilt University 2006 — 2010
BA, Economics, Finance, Corporate Strategy
London School of Economics and Political Science 2009 — 2009
Puesto March 2012 - Present
E*TRADE Financial July 2011 - March 2012
E*TRADE Financial July 2010 - July 2011
United States Senator Bob Corker (R-TN) June 2008 - August 2008
Law Office of Miguel Leff May 2007 - August 2007
Republican Party of San Diego County June 2005 - August 2005
Skills
Financial Analysis, Financial Modeling, Accounting, Sarbanes-Oxley Act, Microsoft Excel, Financial Reporting, Auditing, Internal Controls, Bloomberg, Internal Audit, PowerPoint, Microsoft Office, Financial Accounting, SEC filings, GAAP, Account Reconciliation, Strategic Financial..., Finance, Equities, Microsoft Word, Valuation, Revenue Recognition
Education
Vanderbilt University 2006 — 2010
BA, Economics, Finance, Corporate Strategy
London School of Economics and Political Science 2009 — 2009
Tony Pai Tony Pai's E*TRADE Financial Experience April 2004 - February 2008
Job IT Consultant at Tony Pai LLC
Industry Information Technology and Services
Experience
Tony Pai LLC November 2013 - Present
Tony Pai LLC March 2013 - November 2013
Tony Pai LLC November 2009 - December 2012
Solstice Consulting February 2008 - October 2009
E*TRADE Financial April 2004 - February 2008
ATD November 2002 - March 2004
Sydan and Company March 1999 - June 2002
First Analysis March 1997 - March 1999
Capital Resources Group January 1994 - March 1997
Skills
Trading, Securities, Risk Management, Project Management, Business Analysis, Software Development, Software Documentation, Legal Issues, SDLC, Physical Security, Identity Management, AML, Security, Equities, Program Management, Leadership, Agile Methodologies, Scrum, Portfolio Management, Finance, Options, PMP, Information Technology, Team Management, Databases, Access, Investment Banking, IT Strategy, Mobile Devices, Information Security
Education
The John Marshall Law School 2006 — 2010
JD, Law
University of Illinois - Urbana Champaign 1989 — 1993
BA, Economics
Wootton 1985 — 1989
High School Diploma
Tony Pai LLC November 2013 - Present
Tony Pai LLC March 2013 - November 2013
Tony Pai LLC November 2009 - December 2012
Solstice Consulting February 2008 - October 2009
E*TRADE Financial April 2004 - February 2008
ATD November 2002 - March 2004
Sydan and Company March 1999 - June 2002
First Analysis March 1997 - March 1999
Capital Resources Group January 1994 - March 1997
Skills
Trading, Securities, Risk Management, Project Management, Business Analysis, Software Development, Software Documentation, Legal Issues, SDLC, Physical Security, Identity Management, AML, Security, Equities, Program Management, Leadership, Agile Methodologies, Scrum, Portfolio Management, Finance, Options, PMP, Information Technology, Team Management, Databases, Access, Investment Banking, IT Strategy, Mobile Devices, Information Security
Education
The John Marshall Law School 2006 — 2010
JD, Law
University of Illinois - Urbana Champaign 1989 — 1993
BA, Economics
Wootton 1985 — 1989
High School Diploma
Gidon Albert Gidon Albert's E*TRADE Financial Experience June 2008 - May 2010
Job Consultant at TopDown Consulting
Industry Financial Services
Experience
TopDown Consulting January 2011 - Present
Primatics Financial May 2010 - January 2011
E*TRADE Financial June 2008 - May 2010
E*TRADE Financial July 2006 - November 2009
E*TRADE Financial September 2004 - July 2006
Viacom October 2002 - September 2004
Nextel October 1996 - May 2001
Raffa, PC August 1994 - October 1996
Education
The Johns Hopkins University - Carey Business School 2009 — 2010
MS, Information Systems
University of Maryland - Robert H. Smith School of Business 1992 — 1994
BS, Finance, Accounting
TopDown Consulting January 2011 - Present
Primatics Financial May 2010 - January 2011
E*TRADE Financial June 2008 - May 2010
E*TRADE Financial July 2006 - November 2009
E*TRADE Financial September 2004 - July 2006
Viacom October 2002 - September 2004
Nextel October 1996 - May 2001
Raffa, PC August 1994 - October 1996
Education
The Johns Hopkins University - Carey Business School 2009 — 2010
MS, Information Systems
University of Maryland - Robert H. Smith School of Business 1992 — 1994
BS, Finance, Accounting
Jamie Weatherby Jamie Weatherby's E*TRADE Financial Experience August 2011 - August 2013
Job JD Candidate at the University of Virginia School of Law
Industry Financial Services
Experience
E*TRADE Financial August 2011 - August 2013
E*TRADE Financial September 2008 - August 2011
Fidelity Bank May 2007 - June 2008
Skills
Banking, Financial Services, Portfolio Management, Trading, Retirement, Training, Tax, Series 7, Mutual Funds, Securities, Equities, Investments
Education
University of Virginia School of Law 2013 — 2016
The University of Georgia 2005 — 2008
Bachelor of Business Administration (BBA), Finance
E*TRADE Financial August 2011 - August 2013
E*TRADE Financial September 2008 - August 2011
Fidelity Bank May 2007 - June 2008
Skills
Banking, Financial Services, Portfolio Management, Trading, Retirement, Training, Tax, Series 7, Mutual Funds, Securities, Equities, Investments
Education
University of Virginia School of Law 2013 — 2016
The University of Georgia 2005 — 2008
Bachelor of Business Administration (BBA), Finance
Vincent Williams Jr. Vincent Williams Jr.'s E*TRADE Financial Experience June 2003 - October 2004
Job Commercial Project Manager at Siemens
Industry Oil & Energy
Experience
Siemens Energy April 2014 - Present
Tervita August 2012 - February 2014
MAG Defense Services LLC May 2010 - July 2012
Northrop Grumman Corporation May 2006 - May 2010
Freddie Mac July 1998 - May 2006
E*TRADE Financial June 2003 - October 2004
Skills
Financial Analysis, Earned Value Management, Financial Modeling, Essbase, Hyperion Enterprise, Risk Management, Cost Benefit, Analysis, Financial Reporting, Hyperion Planning, PeopleSoft, Financial Forecasting, Forecasting, Process Improvement, Sarbanes-Oxley Act, Managerial Finance, Strategic Financial..., Finance, Access, Project Management, Closed Loop, Project Control, Solid Waste, Waste Management, Root Cause Analysis, Utilization Management, Financial Statements, Financial Accounting, Variance Analysis, SAP, Government Contracting, Cost Accounting, Cash Flow Forecasting, Account Reconciliation, Project Accounting, Revenue Recognition, Cash Flow, Management Accounting, Project Planning, Management, Accounting
Education
University of Phoenix 2003 — 2005
MBA, Finance
Strayer University (VA) 1998 — 2001
Bachelor of Science, Business Admin/Economics
Chantilly High School
Mary Washington College
Siemens Energy April 2014 - Present
Tervita August 2012 - February 2014
MAG Defense Services LLC May 2010 - July 2012
Northrop Grumman Corporation May 2006 - May 2010
Freddie Mac July 1998 - May 2006
E*TRADE Financial June 2003 - October 2004
Skills
Financial Analysis, Earned Value Management, Financial Modeling, Essbase, Hyperion Enterprise, Risk Management, Cost Benefit, Analysis, Financial Reporting, Hyperion Planning, PeopleSoft, Financial Forecasting, Forecasting, Process Improvement, Sarbanes-Oxley Act, Managerial Finance, Strategic Financial..., Finance, Access, Project Management, Closed Loop, Project Control, Solid Waste, Waste Management, Root Cause Analysis, Utilization Management, Financial Statements, Financial Accounting, Variance Analysis, SAP, Government Contracting, Cost Accounting, Cash Flow Forecasting, Account Reconciliation, Project Accounting, Revenue Recognition, Cash Flow, Management Accounting, Project Planning, Management, Accounting
Education
University of Phoenix 2003 — 2005
MBA, Finance
Strayer University (VA) 1998 — 2001
Bachelor of Science, Business Admin/Economics
Chantilly High School
Mary Washington College
Colleen Bradley Colleen Bradley's E*TRADE Financial Experience June 1997 - December 2002
Job J.Hilburn Men's Clothier Austin TX
Industry Apparel & Fashion
Experience
J.HILBURN November 2012 - Present
CB Wardrobe Consulting September 2008 - Present
Carlisle Collection September 2008 - Present
ADP January 2003 - September 2006
E*TRADE Financial June 1997 - December 2002
Skills
Styling, Fashion, Apparel, Wardrobe, Personal Shopping, Visual Merchandising, Merchandising, Fashion Shows, Trend Analysis, Fit, Selling, Textiles, Retail, Sales, Leadership, Dresses, Marketing, Fashion Illustration
Education
Texas Woman's University 1984 — 1988
Bachelor of Science (B.S.), Fashion Merchandising
Certified DRES Stylist
Series 63 Uniform Securities Agent State Law License
Series 7 General Securities License
J.HILBURN November 2012 - Present
CB Wardrobe Consulting September 2008 - Present
Carlisle Collection September 2008 - Present
ADP January 2003 - September 2006
E*TRADE Financial June 1997 - December 2002
Skills
Styling, Fashion, Apparel, Wardrobe, Personal Shopping, Visual Merchandising, Merchandising, Fashion Shows, Trend Analysis, Fit, Selling, Textiles, Retail, Sales, Leadership, Dresses, Marketing, Fashion Illustration
Education
Texas Woman's University 1984 — 1988
Bachelor of Science (B.S.), Fashion Merchandising
Certified DRES Stylist
Series 63 Uniform Securities Agent State Law License
Series 7 General Securities License
Stephen Willard, CFP® Stephen Willard, CFP®'s E*TRADE Financial Experience December 2000 - April 2004
Job Financial Services Professional
Industry Financial Services
Experience
Northwestern Mutual December 2009 - June 2012
E*TRADE Financial December 2000 - April 2004
Skills
Certified Financial..., Financial Services
Education
The Ohio State University 2005 — 2008
Human Ecology, Certified Financial Planner
Northwestern Mutual December 2009 - June 2012
E*TRADE Financial December 2000 - April 2004
Skills
Certified Financial..., Financial Services
Education
The Ohio State University 2005 — 2008
Human Ecology, Certified Financial Planner
Anthony Boccio Anthony Boccio's E*TRADE Financial Experience November 2013 - June 2014
Job Product Manager
Industry Financial Services
Experience
PMG Consultant January 2015 - Present
E*TRADE Financial November 2013 - June 2014
Wey Technology August 2011 - January 2013
Thomson Reuters May 2008 - February 2011
Reuters July 2002 - May 2008
Reuters America, LLC January 2006 - April 2007
JPMorgan Chase January 2001 - October 2001
JPMorgan Chase September 1998 - January 2001
Citigroup 1992 - 1996
Skills
Market Data, Financial Markets, Product Management, Equities, Low Latency, Strategy, Business Analysis, Pre-sales, Fixed Income, Financial Services, Sales, Hedge Funds, Electronic Trading, Securities, Derivatives, Training, Trading Systems, Reference Data, Equity Derivatives, Sales Presentations, Portfolio Management, Trading Strategies, Derivatives Trading, Trading Floor, Technology Solutions, Strategic Partnerships, Index Options, Competitive Strategies, Competitive Analysis
Education
The Ohio State University 1987 — 1989
PMG Consultant January 2015 - Present
E*TRADE Financial November 2013 - June 2014
Wey Technology August 2011 - January 2013
Thomson Reuters May 2008 - February 2011
Reuters July 2002 - May 2008
Reuters America, LLC January 2006 - April 2007
JPMorgan Chase January 2001 - October 2001
JPMorgan Chase September 1998 - January 2001
Citigroup 1992 - 1996
Skills
Market Data, Financial Markets, Product Management, Equities, Low Latency, Strategy, Business Analysis, Pre-sales, Fixed Income, Financial Services, Sales, Hedge Funds, Electronic Trading, Securities, Derivatives, Training, Trading Systems, Reference Data, Equity Derivatives, Sales Presentations, Portfolio Management, Trading Strategies, Derivatives Trading, Trading Floor, Technology Solutions, Strategic Partnerships, Index Options, Competitive Strategies, Competitive Analysis
Education
The Ohio State University 1987 — 1989
Deborah Newman Deborah Newman's E*TRADE Financial Experience 2000 - 2002
Job Director Corporate Communications at Jefferson National
Industry Financial Services
Experience
Jefferson National 2004 - Present
Development School for Youth 2007 - 2012
The World Bank 2002 - 2003
E*TRADE Financial 2000 - 2002
Telebank 1997 - 2000
Skills
Corporate Communications, Investments, Strategic Communications, Strategic Planning, Press Releases, Blogging, Mutual Funds, Editing, Crisis Management, Marketing, Marketing Strategy, Management, Asset Management, Social Media, Strategy, Investor Relations, Email Marketing, Marketing Communications, Public Relations, Media Relations, Entrepreneurship, Social Media Marketing, Direct Marketing, Social Networking, Internal Communications, Digital Marketing, Public Speaking, Crisis Communications, Lead Generation, Newsletters, Copywriting, Content Development, Fundraising, SEO
Education
American Film Institute
MFA, Screenwriting
The Johns Hopkins University
BA, Economics
Havre de Grace Senior HighSchool
High School
Jefferson National 2004 - Present
Development School for Youth 2007 - 2012
The World Bank 2002 - 2003
E*TRADE Financial 2000 - 2002
Telebank 1997 - 2000
Skills
Corporate Communications, Investments, Strategic Communications, Strategic Planning, Press Releases, Blogging, Mutual Funds, Editing, Crisis Management, Marketing, Marketing Strategy, Management, Asset Management, Social Media, Strategy, Investor Relations, Email Marketing, Marketing Communications, Public Relations, Media Relations, Entrepreneurship, Social Media Marketing, Direct Marketing, Social Networking, Internal Communications, Digital Marketing, Public Speaking, Crisis Communications, Lead Generation, Newsletters, Copywriting, Content Development, Fundraising, SEO
Education
American Film Institute
MFA, Screenwriting
The Johns Hopkins University
BA, Economics
Havre de Grace Senior HighSchool
High School
Glenn N. Hill Glenn N. Hill's E*TRADE Financial Experience August 1996 - February 2006
Job Senior Account Executive New Business Development @ CDK GLOBAL {formerly ADP Dealer Services/Lightspeed}
Industry Computer Software
Experience
CDK Global Recreation - formerly ADP Dealer Services/ADP Lightspeed November 2013 - Present
CDK Global November 2013 - Present
UpperDeck Marketing, UpperDeck Domains February 2013 - Present
UpperDeck Builders August 2008 - Present
GE Trailer Fleet Services/GE Transportation October 2010 - July 2011
Bank of the West March 2006 - October 2008
GE Consumer Finance/GE Capital August 1996 - February 2006
E*TRADE Financial August 1996 - February 2006
Deutsche Bank August 1996 - February 2006
Ganis Credit Corp. August 1996 - February 2006
Skills
Business Development, Sales, Relationship Management, Contract Negotiation, Portfolio Management, Sales Management, Banking, Consumer Lending, Mortgage Lending, Commercial Leasing, Underwriting, Financial Analysis, Tax Returns, Income Statement, Credit Scoring, Credit Risk, Budgeting & Forecasting, Microsoft Excel, Salesforce.com, Pricing, Customer Satisfaction, Budgets, Loans, Team Building, Customer Service, Finance, Business Planning, CRM, Leadership, Selling, Management, P&L
Education
Richard Stockton College of New Jersey 1987 — 1991
Business, Finance
West Deptford High 1983 — 1987
CDK Global Recreation - formerly ADP Dealer Services/ADP Lightspeed November 2013 - Present
CDK Global November 2013 - Present
UpperDeck Marketing, UpperDeck Domains February 2013 - Present
UpperDeck Builders August 2008 - Present
GE Trailer Fleet Services/GE Transportation October 2010 - July 2011
Bank of the West March 2006 - October 2008
GE Consumer Finance/GE Capital August 1996 - February 2006
E*TRADE Financial August 1996 - February 2006
Deutsche Bank August 1996 - February 2006
Ganis Credit Corp. August 1996 - February 2006
Skills
Business Development, Sales, Relationship Management, Contract Negotiation, Portfolio Management, Sales Management, Banking, Consumer Lending, Mortgage Lending, Commercial Leasing, Underwriting, Financial Analysis, Tax Returns, Income Statement, Credit Scoring, Credit Risk, Budgeting & Forecasting, Microsoft Excel, Salesforce.com, Pricing, Customer Satisfaction, Budgets, Loans, Team Building, Customer Service, Finance, Business Planning, CRM, Leadership, Selling, Management, P&L
Education
Richard Stockton College of New Jersey 1987 — 1991
Business, Finance
West Deptford High 1983 — 1987
Steve Lyons CRPS® CRPC® Steve Lyons CRPS® CRPC®'s E*TRADE Financial Experience March 2011 - October 2012
Job VP Premier Relationship Advisor at HSBC Securities
Industry Investment Management
Experience
HSBC Securities March 2013 - Present
E*TRADE Financial March 2011 - October 2012
Merrill Lynch Wealth Management April 2010 - March 2011
BNYMellon March 2007 - February 2009
BNY Mellon March 2007 - February 2009
Dreyfus Service Corp January 2002 - March 2007
Dreyfus June 2001 - December 2002
Skills
Training, Sales, Series 7, 401k, Consulting, Series 63, Series 65, Territory Management, value add wholesaling, Sales Force Development, Mutual Funds, Options
Education
College for Financial Planning 2012 — 2012
Chartered Retirement Plan Specialist
Stony Brook University
Suffolk County Community College
AAS
HSBC Securities March 2013 - Present
E*TRADE Financial March 2011 - October 2012
Merrill Lynch Wealth Management April 2010 - March 2011
BNYMellon March 2007 - February 2009
BNY Mellon March 2007 - February 2009
Dreyfus Service Corp January 2002 - March 2007
Dreyfus June 2001 - December 2002
Skills
Training, Sales, Series 7, 401k, Consulting, Series 63, Series 65, Territory Management, value add wholesaling, Sales Force Development, Mutual Funds, Options
Education
College for Financial Planning 2012 — 2012
Chartered Retirement Plan Specialist
Stony Brook University
Suffolk County Community College
AAS
Nathan Evenson Nathan Evenson's E*TRADE Financial Experience October 2001 - September 2004
Job Senior Loan Processor at The Lending Foundation
Industry Financial Services
Experience
The Lending Foundation Senior Loan ProcessorGMAC ResCap2004 - 2007
E*TRADE Financial October 2001 - September 2004
E*Trade Mortgage 2001 - 2004
Education
Wheaton College 1991 — 1995
BA, Theology
The Hebrew University 1992 — 1993
Theology
The Lending Foundation Senior Loan ProcessorGMAC ResCap2004 - 2007
E*TRADE Financial October 2001 - September 2004
E*Trade Mortgage 2001 - 2004
Education
Wheaton College 1991 — 1995
BA, Theology
The Hebrew University 1992 — 1993
Theology
Sandy Mangum Watkins Sandy Mangum Watkins's E*TRADE Financial Experience October 1999 - Present
Job Platinum Operations Specialist, E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial October 1999 - Present
Hewitt & Hewitt, Inc. 1996 - 1999
Innovations Modern Classic Furniture 1994 - 1996
Private Jet Expeditions, Inc. 1993 - 1994
Circuit City 1990 - 1993
Circuit City 1989 - 1990
Education
The University of Georgia 1981 — 1984
Journalism
E*TRADE Financial October 1999 - Present
Hewitt & Hewitt, Inc. 1996 - 1999
Innovations Modern Classic Furniture 1994 - 1996
Private Jet Expeditions, Inc. 1993 - 1994
Circuit City 1990 - 1993
Circuit City 1989 - 1990
Education
The University of Georgia 1981 — 1984
Journalism
Anna Klayman's E*TRADE Financial Experience 2007 - 2014
Job Group Director, Digital at Pathway Group LLC
Industry Marketing and Advertising
Experience
Pathway Group LLC 2014 - Present
E*Trade Financial 2007 - 2014
Yahoo! 2006 - 2007
Conversant, LLC 2004 - 2006
MediaCom September 2002 - November 2003
Skills
Media Buying, Start-ups, Forecasting, Direct Response, SEM, PPC, Mobile Marketing, Analytics, Web Analytics, Digital Strategy, Digital Marketing, Media Planning, Google Adwords, Digital Media, Lead Generation, Omniture, Display Advertising, Online Advertising, Search Advertising, Integrated Marketing, Business Development, Marketing, Interactive Marketing, Affiliate Marketing, SEO, Campaign Management, Customer Acquisition, Mobile Advertising, Direct Marketing, Conversion Optimization, Web Marketing, Online Marketing
Education
Stony Brook University 1998 — 2002
BS/BA, Business Managment/Sociology
Pathway Group LLC 2014 - Present
E*Trade Financial 2007 - 2014
Yahoo! 2006 - 2007
Conversant, LLC 2004 - 2006
MediaCom September 2002 - November 2003
Skills
Media Buying, Start-ups, Forecasting, Direct Response, SEM, PPC, Mobile Marketing, Analytics, Web Analytics, Digital Strategy, Digital Marketing, Media Planning, Google Adwords, Digital Media, Lead Generation, Omniture, Display Advertising, Online Advertising, Search Advertising, Integrated Marketing, Business Development, Marketing, Interactive Marketing, Affiliate Marketing, SEO, Campaign Management, Customer Acquisition, Mobile Advertising, Direct Marketing, Conversion Optimization, Web Marketing, Online Marketing
Education
Stony Brook University 1998 — 2002
BS/BA, Business Managment/Sociology
Joseph Wayne Joseph Wayne's E*TRADE Financial Experience July 2008 - July 2010
Job Senior Associate at PwC
Industry Financial Services
Experience
PwC September 2013 - Present
PwC June 2012 - August 2012
US Securities and Exchange Commission September 2011 - November 2011
Investment Company Institute May 2011 - July 2011
E*TRADE Financial July 2008 - July 2010
Skills
Financial Services, Capital Markets, Corporate Governance, Due Diligence, Private Equity, Corporate Law, Finance, Securities, AML, Research, Legal Writing, Financial Analysis, Financial Risk, Risk Management, Anti Money Laundering
Education
The George Washington University Law School 2010 — 2013
J.D.
Wesleyan University 2004 — 2008
B.A., Government
PwC September 2013 - Present
PwC June 2012 - August 2012
US Securities and Exchange Commission September 2011 - November 2011
Investment Company Institute May 2011 - July 2011
E*TRADE Financial July 2008 - July 2010
Skills
Financial Services, Capital Markets, Corporate Governance, Due Diligence, Private Equity, Corporate Law, Finance, Securities, AML, Research, Legal Writing, Financial Analysis, Financial Risk, Risk Management, Anti Money Laundering
Education
The George Washington University Law School 2010 — 2013
J.D.
Wesleyan University 2004 — 2008
B.A., Government
Justin Martin Justin Martin's E*TRADE Financial Experience August 2010 - Present
Job Software Engineer at E*TRADE Financial
Industry Computer Software
Experience
E*TRADE Financial August 2010 - Present
J House Media March 2010 - August 2010
University of Georgia August 2008 - May 2010
Aflac June 2009 - August 2009
Delia Wilson Design, LLC May 2008 - July 2008
Skills
SFDC, Apex, Visualforce Pages, Apex Data Loader, SOQL, SOSL, Java, Eclipse, Java Enterprise Edition, J2EE Web Services, Tomcat, REST, SOAP, MySQL, jQuery, Spring, Web Development, Linux, Perl, Oracle, Sybase, C++, C, PHP, HTML, AJAX, NetBeans, SoapUI, Windows, Freemarker, Remedy, Emacs, Mac OS X, Unix command line, Subversion, Maven, Lucene, Jetty, JBoss Application Server, CXF, ActiveMQ, Sublime Text, Mavensmate, Force.com IDE, ElectricCommander, D3.js
Education
The University of Georgia 2008 — 2011
MS, Computer Science
The University of Georgia 2006 — 2008
BS, Computer Science
E*TRADE Financial August 2010 - Present
J House Media March 2010 - August 2010
University of Georgia August 2008 - May 2010
Aflac June 2009 - August 2009
Delia Wilson Design, LLC May 2008 - July 2008
Skills
SFDC, Apex, Visualforce Pages, Apex Data Loader, SOQL, SOSL, Java, Eclipse, Java Enterprise Edition, J2EE Web Services, Tomcat, REST, SOAP, MySQL, jQuery, Spring, Web Development, Linux, Perl, Oracle, Sybase, C++, C, PHP, HTML, AJAX, NetBeans, SoapUI, Windows, Freemarker, Remedy, Emacs, Mac OS X, Unix command line, Subversion, Maven, Lucene, Jetty, JBoss Application Server, CXF, ActiveMQ, Sublime Text, Mavensmate, Force.com IDE, ElectricCommander, D3.js
Education
The University of Georgia 2008 — 2011
MS, Computer Science
The University of Georgia 2006 — 2008
BS, Computer Science
Niki McNeill Niki McNeill's E*TRADE Financial Experience September 2004 - July 2012
Job
Industry Financial Services
Experience
Citadel July 2012 - Present
E*TRADE Financial September 2004 - July 2012
Skills
Equities, Fixed Income, Series 7, Trading, Options, Bloomberg, Series 63, Securities, Electronic Trading, Trading Systems, Financial Services
Education
The John Marshall Law School 2004 — 2008
University of Massachusetts, Amherst 2000 — 2004
Citadel July 2012 - Present
E*TRADE Financial September 2004 - July 2012
Skills
Equities, Fixed Income, Series 7, Trading, Options, Bloomberg, Series 63, Securities, Electronic Trading, Trading Systems, Financial Services
Education
The John Marshall Law School 2004 — 2008
University of Massachusetts, Amherst 2000 — 2004
Tara Foscato's E*TRADE Financial Experience June 2000 - April 2006
Job Senior Vice President, Director of Federal Government Affairs at PNC
Industry Government Relations
Experience
PNC October 2013 - Present
Rich Feuer Group 2010 - October 2013
Federal Reserve Board June 2007 - May 2010
Lehman Brothers April 2006 - July 2007
E*TRADE Financial June 2000 - April 2006
The Bond Market Association September 1999 - June 2000
Congresswoman Tillie K. Fowler August 1998 - September 1999
Skills
Government, Legislative Relations, Policy Analysis, Strategy, Financial Services, Public Policy, Legislation, Strategic Communications, Politics, Policy, Banking, Speech Writing, Public Affairs, Congress, Crisis Communications, Media Relations, Securities, Public Relations
Education
University of North Florida 1996 — 1998
BA, Communications
University of Florida 1994 — 1996
The Johns Hopkins University
Masters of Government Affairs and Policy
PNC October 2013 - Present
Rich Feuer Group 2010 - October 2013
Federal Reserve Board June 2007 - May 2010
Lehman Brothers April 2006 - July 2007
E*TRADE Financial June 2000 - April 2006
The Bond Market Association September 1999 - June 2000
Congresswoman Tillie K. Fowler August 1998 - September 1999
Skills
Government, Legislative Relations, Policy Analysis, Strategy, Financial Services, Public Policy, Legislation, Strategic Communications, Politics, Policy, Banking, Speech Writing, Public Affairs, Congress, Crisis Communications, Media Relations, Securities, Public Relations
Education
University of North Florida 1996 — 1998
BA, Communications
University of Florida 1994 — 1996
The Johns Hopkins University
Masters of Government Affairs and Policy
John Loiudice John Loiudice's E*TRADE Financial Experience March 2006 - December 2007
Job at Lowes Music
Industry Entertainment
Experience
Lowes Music February 2011 - Present
E*TRADE Financial March 2006 - December 2007
UBS International May 2005 - December 2005
TD Ameritrade Institutional Services March 1998 - March 2004
Fleet Brokerage Securities January 1990 - March 1998
Skills
Music, Guitar, Band, Rock, Recording, Songwriting, Microsoft Office, Music Production, Customer Service, Social Media, Singing, Microsoft Excel, Entertainment, Music Industry, Teaching, Sound, Microsoft Word, Music Education, Composition, Musicians, Musical Theatre, Blues, Festivals, Bands, Rock Music, Social Networking
Education
State University of New York College at Oneonta 1982 — 1986
BS, Business Economics
Commack High School South 1980 — 1982
High School Diploma
Lowes Music February 2011 - Present
E*TRADE Financial March 2006 - December 2007
UBS International May 2005 - December 2005
TD Ameritrade Institutional Services March 1998 - March 2004
Fleet Brokerage Securities January 1990 - March 1998
Skills
Music, Guitar, Band, Rock, Recording, Songwriting, Microsoft Office, Music Production, Customer Service, Social Media, Singing, Microsoft Excel, Entertainment, Music Industry, Teaching, Sound, Microsoft Word, Music Education, Composition, Musicians, Musical Theatre, Blues, Festivals, Bands, Rock Music, Social Networking
Education
State University of New York College at Oneonta 1982 — 1986
BS, Business Economics
Commack High School South 1980 — 1982
High School Diploma
Bill McGlade, CEM Bill McGlade, CEM's E*TRADE Financial Experience January 2007 - September 2007
Job Director of Account Management at a2z, Inc.
Industry Events Services
Experience
a2z, Inc. May 2014 - Present
International Sign Association May 2010 - May 2014
American Council on the Teaching of Foreign Languages February 2010 - May 2010
National Trade Productions October 2007 - December 2009
E*TRADE Financial January 2007 - September 2007
Enterprise Rent-A-Car July 2006 - December 2006
Department of Justice, Office of Justice Programs January 2006 - May 2006
GWU Navy ROTC September 2002 - September 2004
Skills
Trade Shows, Account Management, Marketing, Budgets, Logistics, Leadership, Salesforce.com, Sales, Management, Marketing Strategy, Strategic Planning, Team Building, Meeting Planning, Sales Management, Training, Sponsorship, New Business Development, Negotiation, CRM, Advertising, Contract Negotiation, Business Development, Customer Satisfaction, Customer Service, Event Planning, Selling, Newsletters, Public Speaking, Event Management, Marketing Communications
Education
The George Washington University 2002 — 2006
BA, Criminal Justice
Bergen Catholic HS 1998 — 2002
a2z, Inc. May 2014 - Present
International Sign Association May 2010 - May 2014
American Council on the Teaching of Foreign Languages February 2010 - May 2010
National Trade Productions October 2007 - December 2009
E*TRADE Financial January 2007 - September 2007
Enterprise Rent-A-Car July 2006 - December 2006
Department of Justice, Office of Justice Programs January 2006 - May 2006
GWU Navy ROTC September 2002 - September 2004
Skills
Trade Shows, Account Management, Marketing, Budgets, Logistics, Leadership, Salesforce.com, Sales, Management, Marketing Strategy, Strategic Planning, Team Building, Meeting Planning, Sales Management, Training, Sponsorship, New Business Development, Negotiation, CRM, Advertising, Contract Negotiation, Business Development, Customer Satisfaction, Customer Service, Event Planning, Selling, Newsletters, Public Speaking, Event Management, Marketing Communications
Education
The George Washington University 2002 — 2006
BA, Criminal Justice
Bergen Catholic HS 1998 — 2002
Leah Lansberry Austin Leah Lansberry Austin's E*TRADE Financial Experience 2003 - 2003
Job Senior Associate, Management Consulting at Point B
Industry Management Consulting
Experience
Point B January 2015 - Present
Point B September 2013 - December 2014
PepsiCo - Frito Lay June 2012 - August 2012
AT&T att.com November 2010 - July 2011
AT&T att.com May 2009 - November 2010
Ten Thousand Villages February 2009 - December 2009
Adaptive Engineering November 2007 - October 2008
Silver Hill Financial/Bayview Financial March 2004 - July 2007
Bayview Financial March 2004 - July 2007
E*Trade Financial 2003 - 2003
Skills
Business Strategy, Marketing Strategy, Growth Strategies, Strategic Planning, Project Management, Product Management, Cross-functional Team..., Process Improvement, Employee Training, Usability, User Interface Design, Content Management, Retail, Consumer Products, Telecommunications, Financial Services, Consumer Insight, E-commerce, Data Analysis, Start-ups, Analytics, Competitive Analysis, Market Research, Management, Digital Marketing, Business Planning, Online Marketing, Leadership, Management Consulting
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (MBA), Economics, Marketing, & Entrepreneurship
University of Miami - School of Business 1999 — 2003
BBA, Finance
Point B January 2015 - Present
Point B September 2013 - December 2014
PepsiCo - Frito Lay June 2012 - August 2012
AT&T att.com November 2010 - July 2011
AT&T att.com May 2009 - November 2010
Ten Thousand Villages February 2009 - December 2009
Adaptive Engineering November 2007 - October 2008
Silver Hill Financial/Bayview Financial March 2004 - July 2007
Bayview Financial March 2004 - July 2007
E*Trade Financial 2003 - 2003
Skills
Business Strategy, Marketing Strategy, Growth Strategies, Strategic Planning, Project Management, Product Management, Cross-functional Team..., Process Improvement, Employee Training, Usability, User Interface Design, Content Management, Retail, Consumer Products, Telecommunications, Financial Services, Consumer Insight, E-commerce, Data Analysis, Start-ups, Analytics, Competitive Analysis, Market Research, Management, Digital Marketing, Business Planning, Online Marketing, Leadership, Management Consulting
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (MBA), Economics, Marketing, & Entrepreneurship
University of Miami - School of Business 1999 — 2003
BBA, Finance
Edward Narh Edward Narh's E*TRADE Financial Experience July 2011 - August 2011
Job Leadership Development Program Associate, FP&A at Praxair
Industry Chemicals
Experience
Praxair August 2014 - Present
Auerbach Grayson May 2013 - August 2013
Genentech May 2012 - August 2012
E*TRADE Financial July 2011 - August 2011
E*TRADE Financial May 2010 - July 2011
Skills
Analytics, Valuation, Market Research, PowerPoint, Financial Analysis, Access, Microsoft Excel, Research, Social Media, Marketing, Data Analysis
Education
University of Pennsylvania - The Wharton School 2010 — 2014
B.S in Economics, Finance and Marketing
The Chinese University of Hong Kong 2012 — 2012
Study Abroad, International Business
Greenwich High School 2006 — 2010
High School
Praxair August 2014 - Present
Auerbach Grayson May 2013 - August 2013
Genentech May 2012 - August 2012
E*TRADE Financial July 2011 - August 2011
E*TRADE Financial May 2010 - July 2011
Skills
Analytics, Valuation, Market Research, PowerPoint, Financial Analysis, Access, Microsoft Excel, Research, Social Media, Marketing, Data Analysis
Education
University of Pennsylvania - The Wharton School 2010 — 2014
B.S in Economics, Finance and Marketing
The Chinese University of Hong Kong 2012 — 2012
Study Abroad, International Business
Greenwich High School 2006 — 2010
High School
Pamela Nootshara Pettus's E*TRADE Financial Experience September 2013 - December 2014
Job Client Care Coordinator at Anthony Smith Advisors, Inc
Industry Financial Services
Experience
Anthony Smith Advisors, Inc. December 2014 - Present
E*TRADE Financial September 2013 - December 2014
Costco Wholesale April 2007 - August 2013
Jon Baker- Financial Advisor to Atlanta Executives May 2013 - July 2013
APIA Southeast Unity Mixer December 2011 - December 2012
APIA Southeast Unity Mixer December 2010 - December 2011
Asian American Student Association August 2010 - May 2011
Delta Phi Lambda Sorority, Inc. August 2010 - May 2011
Delta Phi Lambda Sorority, Inc. August 2010 - May 2011
American Campus Communities July 2010 - December 2010
Skills
Customer Service, PowerPoint, Microsoft Office, Social Media, Public Speaking, Microsoft Word, Research, Retail, Teamwork, Social Networking, Microsoft Excel, Fundraising, Marketing, Public Relations, Analysis, Team Building, Time Management, Event Planning, Facebook, Data Entry, Series 63, Series 7, Windows, Word, Excel, Outlook, Morningstar, Redtail, Tax Wise, Tax Preparation, Retirement Planning, Estate Planning, Customer Relations
Education
The University of Georgia 2007 — 2013
Family Financial Planning, Minor in Sociology
2014 Level I Candidate in the CFA Program
Anthony Smith Advisors, Inc. December 2014 - Present
E*TRADE Financial September 2013 - December 2014
Costco Wholesale April 2007 - August 2013
Jon Baker- Financial Advisor to Atlanta Executives May 2013 - July 2013
APIA Southeast Unity Mixer December 2011 - December 2012
APIA Southeast Unity Mixer December 2010 - December 2011
Asian American Student Association August 2010 - May 2011
Delta Phi Lambda Sorority, Inc. August 2010 - May 2011
Delta Phi Lambda Sorority, Inc. August 2010 - May 2011
American Campus Communities July 2010 - December 2010
Skills
Customer Service, PowerPoint, Microsoft Office, Social Media, Public Speaking, Microsoft Word, Research, Retail, Teamwork, Social Networking, Microsoft Excel, Fundraising, Marketing, Public Relations, Analysis, Team Building, Time Management, Event Planning, Facebook, Data Entry, Series 63, Series 7, Windows, Word, Excel, Outlook, Morningstar, Redtail, Tax Wise, Tax Preparation, Retirement Planning, Estate Planning, Customer Relations
Education
The University of Georgia 2007 — 2013
Family Financial Planning, Minor in Sociology
2014 Level I Candidate in the CFA Program
Giuseppe Rotella's E*TRADE Financial Experience December 2013 - March 2014
Job Human Resources Lead for QBE North America
Industry Human Resources
Experience
QBE North America March 2015 - Present
Genpact Headstrong Capital Markets April 2014 - March 2015
E*TRADE Financial December 2013 - March 2014
Coach July 2013 - October 2013
JPMorgan Chase 2007 - 2013
JPMorgan Chase April 2001 - November 2007
Skills
Recruiting, Employee Training, Talent Management, Office Management, Human Resources, Retail Category..., Account Management, Outstanding..., Team Leadership, Individual Counselling, Office Administration, Employee Database..., research analyis, Client Liaison, Interdepartmental..., International Liaison, Corporate Communications, Corporate Liaison, Career Development, Employee Relations, Leadership, Management, Onboarding, PeopleSoft, Performance Appraisal, Performance Management, Personnel Management, Succession Planning, Training
Education
Syracuse University
Bachelor's degree, English Language and Literature/Letters
QBE North America March 2015 - Present
Genpact Headstrong Capital Markets April 2014 - March 2015
E*TRADE Financial December 2013 - March 2014
Coach July 2013 - October 2013
JPMorgan Chase 2007 - 2013
JPMorgan Chase April 2001 - November 2007
Skills
Recruiting, Employee Training, Talent Management, Office Management, Human Resources, Retail Category..., Account Management, Outstanding..., Team Leadership, Individual Counselling, Office Administration, Employee Database..., research analyis, Client Liaison, Interdepartmental..., International Liaison, Corporate Communications, Corporate Liaison, Career Development, Employee Relations, Leadership, Management, Onboarding, PeopleSoft, Performance Appraisal, Performance Management, Personnel Management, Succession Planning, Training
Education
Syracuse University
Bachelor's degree, English Language and Literature/Letters
Dan Herbst's E*TRADE Financial Experience March 2007 - June 2007
Job Senior Recruiter at Connect Search, LLC
Industry Staffing and Recruiting
Experience
Connect Search, LLC May 2015 - Present
Sterling Engineering December 2014 - April 2015
Commercial Metals Company September 2013 - December 2014
Experis January 2011 - March 2012
COMSYS February 2009 - March 2012
Signature Consultants November 2007 - November 2008
Zip Realty, Inc June 2007 - November 2007
E*TRADE Financial March 2007 - June 2007
The Plus Group May 2006 - March 2007
The Reserves Network January 2005 - May 2006
Skills
Contract Recruitment, Technical Recruiting, Recruiting, Screening, Cold Calling, Interviews, Temporary Staffing, Screening Resumes, Training, Employee Benefits, Temporary Placement, Human Resources, Onboarding, Business Development, Networking, Internet Recruiting, Applicant Tracking..., Management, Leadership, Hiring, Staff Augmentation, Staffing Services, New Hire Orientations, Consulting
Education
The Art Institute of Charlotte 2012 — 2013
Graphic Design
Morrisville State University 1997 — 2000
Business Administration, Psychology
State University of New York College of Agriculture and Technology at Morrisville 1997 — 2000
Business Administration and Management, General
Connect Search, LLC May 2015 - Present
Sterling Engineering December 2014 - April 2015
Commercial Metals Company September 2013 - December 2014
Experis January 2011 - March 2012
COMSYS February 2009 - March 2012
Signature Consultants November 2007 - November 2008
Zip Realty, Inc June 2007 - November 2007
E*TRADE Financial March 2007 - June 2007
The Plus Group May 2006 - March 2007
The Reserves Network January 2005 - May 2006
Skills
Contract Recruitment, Technical Recruiting, Recruiting, Screening, Cold Calling, Interviews, Temporary Staffing, Screening Resumes, Training, Employee Benefits, Temporary Placement, Human Resources, Onboarding, Business Development, Networking, Internet Recruiting, Applicant Tracking..., Management, Leadership, Hiring, Staff Augmentation, Staffing Services, New Hire Orientations, Consulting
Education
The Art Institute of Charlotte 2012 — 2013
Graphic Design
Morrisville State University 1997 — 2000
Business Administration, Psychology
State University of New York College of Agriculture and Technology at Morrisville 1997 — 2000
Business Administration and Management, General
Blake Kahn Blake Kahn's E*TRADE Financial Experience February 2011 - June 2012
Job Wealth Management at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual February 2015 - Present
Morgan Stanley July 2012 - January 2015
E*TRADE Financial February 2011 - June 2012
Wells Fargo Advisors May 2010 - January 2011
Athens Country Club August 2008 - December 2009
Marriott Hotels February 2002 - September 2004
Education
The University of Georgia 2008 — 2010
B.S.F.C.S - Family Financial Planning, Family and Consumer Economics and Related Studies, Alumni
Northwestern Mutual February 2015 - Present
Morgan Stanley July 2012 - January 2015
E*TRADE Financial February 2011 - June 2012
Wells Fargo Advisors May 2010 - January 2011
Athens Country Club August 2008 - December 2009
Marriott Hotels February 2002 - September 2004
Education
The University of Georgia 2008 — 2010
B.S.F.C.S - Family Financial Planning, Family and Consumer Economics and Related Studies, Alumni
Bradley Pollard Bradley Pollard's E*TRADE Financial Experience October 2013 - April 2015
Job Jr. Consultant, Client Services
Industry Financial Services
Experience
DDS Financial April 2015 - Present
E*TRADE Financial October 2013 - April 2015
Education
The University of Georgia 2008 — 2013
Bachelor of Business Administration (BBA), Economics
DDS Financial April 2015 - Present
E*TRADE Financial October 2013 - April 2015
Education
The University of Georgia 2008 — 2013
Bachelor of Business Administration (BBA), Economics
Thi Ban Thi Ban's E*TRADE Financial Experience April 2005 - April 2008
Job Founder at http://www.gaapadvisor.com/
Industry Accounting
Experience
Stahl Cowen Crowley Addis LLC October 2012 - Present
http://www.gaapadvisor.com/ December 2002 - Present
Textura Corporation August 2011 - April 2012
Magnetar Capital April 2008 - June 2010
E*TRADE Financial April 2005 - April 2008
Navistar Financial Corporation August 2002 - April 2005
Skills
Accounting, Auditing, Financial Modeling, Financial Analysis, Internal Control..., SEC filings, Regulatory Reporting, Month End Close, Financial Risk..., Operational Risk..., Consolidated Financial..., Financial Reporting, Financial Accounting, Budget Process, Financial Services, Sarbanes-Oxley, Mergers & Acquisitions, Leadership, Finance, Cash Management, SEC Filings, Sarbanes-Oxley Act
Education
The University of Chicago - Booth School of Business 2002 — 2006
MBA, Finance, Economics, and Entrepreneurship
University of Illinois at Chicago 1994 — 1999
BS, Accounting and Finance
Lane Tech
Stahl Cowen Crowley Addis LLC October 2012 - Present
http://www.gaapadvisor.com/ December 2002 - Present
Textura Corporation August 2011 - April 2012
Magnetar Capital April 2008 - June 2010
E*TRADE Financial April 2005 - April 2008
Navistar Financial Corporation August 2002 - April 2005
Skills
Accounting, Auditing, Financial Modeling, Financial Analysis, Internal Control..., SEC filings, Regulatory Reporting, Month End Close, Financial Risk..., Operational Risk..., Consolidated Financial..., Financial Reporting, Financial Accounting, Budget Process, Financial Services, Sarbanes-Oxley, Mergers & Acquisitions, Leadership, Finance, Cash Management, SEC Filings, Sarbanes-Oxley Act
Education
The University of Chicago - Booth School of Business 2002 — 2006
MBA, Finance, Economics, and Entrepreneurship
University of Illinois at Chicago 1994 — 1999
BS, Accounting and Finance
Lane Tech
Corin Jacoby's E*TRADE Financial Experience July 2013 - December 2014
Job Recruitment Relationship Manager at E*TRADE Financial Corporation
Industry Higher Education
Experience
E*TRADE Financial Corporation January 2015 - Present
E*TRADE Financial July 2013 - December 2014
Smoking Totally Not Cool April 2012 - January 2014
Brown Harris Stevens May 2013 - July 2013
GrowthLeaders January 2013 - May 2013
Columbia University August 2011 - May 2013
Columbia University July 2012 - August 2012
Chilly Jilly April 2011 - August 2011
University of Maryland August 2008 - August 2010
Skills
Onboarding, HRIS, Organizational..., Recruiting, Leadership Development, Interviews, SPSS, Human Resources, Data Analysis, Leadership, Training, Management, Succession Planning
Education
Columbia University Teachers College 2011 — 2013
Masters, Industrial and Organizational Psychology
University of Maryland College Park 2007 — 2010
Bachelor of Arts (B.A.), Psychology
E*TRADE Financial Corporation January 2015 - Present
E*TRADE Financial July 2013 - December 2014
Smoking Totally Not Cool April 2012 - January 2014
Brown Harris Stevens May 2013 - July 2013
GrowthLeaders January 2013 - May 2013
Columbia University August 2011 - May 2013
Columbia University July 2012 - August 2012
Chilly Jilly April 2011 - August 2011
University of Maryland August 2008 - August 2010
Skills
Onboarding, HRIS, Organizational..., Recruiting, Leadership Development, Interviews, SPSS, Human Resources, Data Analysis, Leadership, Training, Management, Succession Planning
Education
Columbia University Teachers College 2011 — 2013
Masters, Industrial and Organizational Psychology
University of Maryland College Park 2007 — 2010
Bachelor of Arts (B.A.), Psychology
Larisa Avner Trainor Larisa Avner Trainor's E*TRADE Financial Experience September 2004 - March 2005
Job General Counsel at Cambridge Information Group
Industry Information Services
Experience
Cambridge Information Group January 2010 - Present
ProQuest February 2007 - Present
Cambridge Information Group, Inc. April 2007 - January 2010
Cambridge Information Group April 2005 - April 2007
Etrade Financial September 2004 - March 2005
Fried Frank September 1998 - September 2004
Republic National Bank of NY July 1992 - August 1995
Skills
Securities Regulation, Mergers & Acquisitions, Corporate Governance, Corporate Law, Finance, Internal Controls, Auditing, Licensing, Intellectual Property, Due Diligence, Management, Legal Research, Litigation
Education
The George Washington University Law School 1995 — 1998
JD
University at Albany, SUNY 1988 — 1992
BS
Cambridge Information Group January 2010 - Present
ProQuest February 2007 - Present
Cambridge Information Group, Inc. April 2007 - January 2010
Cambridge Information Group April 2005 - April 2007
Etrade Financial September 2004 - March 2005
Fried Frank September 1998 - September 2004
Republic National Bank of NY July 1992 - August 1995
Skills
Securities Regulation, Mergers & Acquisitions, Corporate Governance, Corporate Law, Finance, Internal Controls, Auditing, Licensing, Intellectual Property, Due Diligence, Management, Legal Research, Litigation
Education
The George Washington University Law School 1995 — 1998
JD
University at Albany, SUNY 1988 — 1992
BS
Ronald E. Bryant II Ronald E. Bryant II's E*TRADE Financial Experience January 2000 - May 2005
Job Branch Office Examiner at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group October 2014 - Present
Highpointe Wealth Advisors a Private Wealth Advisory Practice of Ameriprise Financial March 2013 - August 2014
Employees Retirement System of Georgia January 2013 - February 2013
Oppenheimer & Co. 2007 - 2012
Creative Management Group, Inc. December 2005 - June 2007
E*TRADE Financial January 2000 - May 2005
Skills
Series 7, Series 65, Series 63, Financial Services, Securities, Equities, Life Insurance, Health Insurance, Alternative Investments, Mutual Funds, Uniform Combined State..., FINRA, Investment Advisory, Retirement Planning, Portfolio Management, Certified Equity..., Strategic Financial..., Investments, Wealth Management, Financial Planning
Education
The University of Georgia 1995 — 1999
Bachelor of Arts (BA), Economics
AIG Advisor Group October 2014 - Present
Highpointe Wealth Advisors a Private Wealth Advisory Practice of Ameriprise Financial March 2013 - August 2014
Employees Retirement System of Georgia January 2013 - February 2013
Oppenheimer & Co. 2007 - 2012
Creative Management Group, Inc. December 2005 - June 2007
E*TRADE Financial January 2000 - May 2005
Skills
Series 7, Series 65, Series 63, Financial Services, Securities, Equities, Life Insurance, Health Insurance, Alternative Investments, Mutual Funds, Uniform Combined State..., FINRA, Investment Advisory, Retirement Planning, Portfolio Management, Certified Equity..., Strategic Financial..., Investments, Wealth Management, Financial Planning
Education
The University of Georgia 1995 — 1999
Bachelor of Arts (BA), Economics
Lance Gause Lance Gause's E*TRADE Financial Experience 2003 - 2007
Job Wealth Management Advisor at Merrill Lynch
Industry Internet
Experience
Merrill Lynch 2012 - 2013
BB&T April 2011 - March 2012
BlueRock Real Estate Services, LLC April 2010 - April 2011
Wells Real Estate Funds November 2007 - April 2010
E*TRADE Financial 2003 - 2007
Skills
Insurance, Sales, Finance, New Business Development, Strategic Planning, Business Development, CRM, Team Building, Marketing Strategy, Leadership, Securities, Commercial Real Estate, Alternative Investments, Investment Strategies
Education
University of Phoenix 2003 — 2005
Master of Business Administration (MBA), Accounting and Finance
The University of Georgia 1995 — 2000
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
Merrill Lynch 2012 - 2013
BB&T April 2011 - March 2012
BlueRock Real Estate Services, LLC April 2010 - April 2011
Wells Real Estate Funds November 2007 - April 2010
E*TRADE Financial 2003 - 2007
Skills
Insurance, Sales, Finance, New Business Development, Strategic Planning, Business Development, CRM, Team Building, Marketing Strategy, Leadership, Securities, Commercial Real Estate, Alternative Investments, Investment Strategies
Education
University of Phoenix 2003 — 2005
Master of Business Administration (MBA), Accounting and Finance
The University of Georgia 1995 — 2000
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
Kapil Chopra Kapil Chopra's E*TRADE Financial Experience October 2008 - September 2013
Job Sr Staff Software Engineer
Industry Information Technology and Services
Experience
GE September 2013 - Present
E*TRADE Financial October 2008 - September 2013
Fuze September 2007 - February 2010
Bank of America February 2007 - September 2007
Morgan Stanley January 2005 - January 2007
GlobalLogic October 2004 - January 2005
Amdocs March 2004 - September 2004
Quark January 2001 - March 2004
Skills
Agile Methodologies, Web Services, XML, Java, Microsoft SQL Server, C#, Design Patterns, Perl, C++, Spring, SOA, SQL
Education
Thapar Institute of Engineering and Technology 1997 — 2001
B.E, Electornics
GE September 2013 - Present
E*TRADE Financial October 2008 - September 2013
Fuze September 2007 - February 2010
Bank of America February 2007 - September 2007
Morgan Stanley January 2005 - January 2007
GlobalLogic October 2004 - January 2005
Amdocs March 2004 - September 2004
Quark January 2001 - March 2004
Skills
Agile Methodologies, Web Services, XML, Java, Microsoft SQL Server, C#, Design Patterns, Perl, C++, Spring, SOA, SQL
Education
Thapar Institute of Engineering and Technology 1997 — 2001
B.E, Electornics
Manouchehr Torabazari Manouchehr Torabazari's E*TRADE Financial Experience September 2005 - Present
Job Sr Desktop Support at E*TRADE Financial Corporation
Industry Information Technology and Services
Experience
E*Trade Financial September 2005 - Present
E*TRADE Financial Corporation September 2005 - Present
Etrade Financial 2005 - Present
NEGT July 1999 - August 2005
Skills
Disaster Recovery, Vendor Management, Trading Systems, Technical Support, MOE
Education
Texas Southern University 1977 — 1980
E*Trade Financial September 2005 - Present
E*TRADE Financial Corporation September 2005 - Present
Etrade Financial 2005 - Present
NEGT July 1999 - August 2005
Skills
Disaster Recovery, Vendor Management, Trading Systems, Technical Support, MOE
Education
Texas Southern University 1977 — 1980
Basil Syed Basil Syed's E*TRADE Financial Experience September 2013 - August 2015
Job Branch Service Representative, E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial Corporation August 2015 - Present
E*TRADE Financial September 2013 - August 2015
Mercury Payment Systems June 2012 - August 2012
Carry the Load January 2012 - May 2012
University of Georgia Food Service August 2011 - December 2011
University of Georgia August 2009 - May 2010
University of Georgia August 2009 - May 2010
Kroger December 2007 - September 2008
Skills
Microsoft Office, Customer Service, Data Analysis, PowerPoint, Microsoft Excel, Foreign Language..., Social Networking, Access, Computer Proficient, Logistics, Event Planning, Research, Facebook, Social Media
Education
The University of Georgia 2009 — 2013
Bachelor of Business Administration, Business Administration; Banking and Finance, International Business, Risk Management
E*TRADE Financial Corporation August 2015 - Present
E*TRADE Financial September 2013 - August 2015
Mercury Payment Systems June 2012 - August 2012
Carry the Load January 2012 - May 2012
University of Georgia Food Service August 2011 - December 2011
University of Georgia August 2009 - May 2010
University of Georgia August 2009 - May 2010
Kroger December 2007 - September 2008
Skills
Microsoft Office, Customer Service, Data Analysis, PowerPoint, Microsoft Excel, Foreign Language..., Social Networking, Access, Computer Proficient, Logistics, Event Planning, Research, Facebook, Social Media
Education
The University of Georgia 2009 — 2013
Bachelor of Business Administration, Business Administration; Banking and Finance, International Business, Risk Management
Dennis Webb, CPA CFA Dennis Webb, CPA CFA's E*TRADE Financial Experience May 2000 - November 2007
Job Managing Director, Broadlands Capital
Industry Financial Services
Experience
Broadlands Capital May 2008 - Present
George Mason Enterpise Center (MEC) December 2012 - Present
E*TRADE Financial May 2000 - November 2007
E*TRADE Financial 2000 - 2007
ETrade Global Asset Management 2000 - 2007
E*Trade Capital Markets 2000 - 2007
Allfirst 1995 - 2000
TideMark Bank 1992 - 1995
PriceWaterhouse Coopers 1987 - 1990
Coopers and Lybrand 1987 - 1990
Skills
Capital Markets, Asset Managment, Strategy, Finance, Treasury, Risk Management, Financial Modeling, Accounting, Mortgage Banking, Asset Liability..., Asset Allocation, Management, Asset Management, Portfolio Management, Securities, Investments, Leadership, Valuation, Financial Services, Fixed Income
Education
The Johns Hopkins University - Carey Business School 1996 — 1998
MBA
Virginia Polytechnic Institute and State University - Pamplin College of Business 1983 — 1987
Bachelor of Science (BS)
Broadlands Capital May 2008 - Present
George Mason Enterpise Center (MEC) December 2012 - Present
E*TRADE Financial May 2000 - November 2007
E*TRADE Financial 2000 - 2007
ETrade Global Asset Management 2000 - 2007
E*Trade Capital Markets 2000 - 2007
Allfirst 1995 - 2000
TideMark Bank 1992 - 1995
PriceWaterhouse Coopers 1987 - 1990
Coopers and Lybrand 1987 - 1990
Skills
Capital Markets, Asset Managment, Strategy, Finance, Treasury, Risk Management, Financial Modeling, Accounting, Mortgage Banking, Asset Liability..., Asset Allocation, Management, Asset Management, Portfolio Management, Securities, Investments, Leadership, Valuation, Financial Services, Fixed Income
Education
The Johns Hopkins University - Carey Business School 1996 — 1998
MBA
Virginia Polytechnic Institute and State University - Pamplin College of Business 1983 — 1987
Bachelor of Science (BS)
Kurt Kesler Kurt Kesler's E*TRADE Financial Experience January 2011 - Present
Job CISSP, GCIH
Industry Information Services
Experience
E*TRADE Financial January 2011 - Present
CG Sound and Lighting January 1992 - Present
University of Georgia November 2010 - January 2011
CMD Services November 1997 - November 2010
US Army June 1993 - June 1999
Athens Regional Medical Center 1996 - 1997
Custom Audio Distributors September 1993 - November 1996
Skills
Security, Networking, Business Analysis, Problem Solving, Firewalls, Unix, Social Media Marketing, Computer Forensics, Network Administration, System Administration, Management, Disaster Recovery, Linux, Technical Support, Vendor Management, Team Building, Troubleshooting, Cloud Computing, IT Management, Legal Discovery, Databases, Sound Design, Integration, Mail Server, Sound Mixing, E-Discovery Consulting, Security Awareness
Education
University of Georgia 1993 — 1996
BBA, Economics
Stephens County High School
E*TRADE Financial January 2011 - Present
CG Sound and Lighting January 1992 - Present
University of Georgia November 2010 - January 2011
CMD Services November 1997 - November 2010
US Army June 1993 - June 1999
Athens Regional Medical Center 1996 - 1997
Custom Audio Distributors September 1993 - November 1996
Skills
Security, Networking, Business Analysis, Problem Solving, Firewalls, Unix, Social Media Marketing, Computer Forensics, Network Administration, System Administration, Management, Disaster Recovery, Linux, Technical Support, Vendor Management, Team Building, Troubleshooting, Cloud Computing, IT Management, Legal Discovery, Databases, Sound Design, Integration, Mail Server, Sound Mixing, E-Discovery Consulting, Security Awareness
Education
University of Georgia 1993 — 1996
BBA, Economics
Stephens County High School
Nancy (Abernathy) DeBinder Nancy (Abernathy) DeBinder's E*TRADE Financial Experience April 2000 - January 2011
Job Broker/Trainer
Industry Financial Services
Experience
E*TRADE Financial April 2000 - January 2011
Rare Hospitality/LongHorn 1997 - 2002
Rare Hospitality July 1997 - July 2000
Skills
Series 63, Series 7, Investments, Securities, Mutual Funds, Financial Services, Equities, Asset Allocation, Options, Trading, Asset Management, Financial Markets, Relationship Management, Retirement Planning, FINRA, Strategic Financial..., Banking, Equity Trading, Electronic Trading, Investment Strategies, Finance, Portfolio Management, Wealth Management, Bloomberg, Fixed Income, Derivatives
Education
Texas Woman's University
E*TRADE Financial April 2000 - January 2011
Rare Hospitality/LongHorn 1997 - 2002
Rare Hospitality July 1997 - July 2000
Skills
Series 63, Series 7, Investments, Securities, Mutual Funds, Financial Services, Equities, Asset Allocation, Options, Trading, Asset Management, Financial Markets, Relationship Management, Retirement Planning, FINRA, Strategic Financial..., Banking, Equity Trading, Electronic Trading, Investment Strategies, Finance, Portfolio Management, Wealth Management, Bloomberg, Fixed Income, Derivatives
Education
Texas Woman's University
Corey Evert Corey Evert's E*TRADE Financial Experience July 2006 - August 2010
Job Director Business Finance at HMSHost
Industry Real Estate
Experience
HMSHost February 2015 - Present
Walton Group of Companies October 2012 - February 2015
Forest City Enterprises May 2011 - August 2011
E*TRADE Financial July 2006 - August 2010
Courtland Partners June 2005 - September 2005
Skills
Financial Modeling, Private Equity, Financial Reporting, Finance, Equities, Strategic Planning, Real Estate Economics, Real Estate Finance, Risk Management, Real Estate Development
Education
The College of William and Mary - The Mason School of Business 2010 — 2012
MBA, Finance
The Ohio State University - The Max M. Fisher College of Business 2002 — 2006
BSBA, Finance
HMSHost February 2015 - Present
Walton Group of Companies October 2012 - February 2015
Forest City Enterprises May 2011 - August 2011
E*TRADE Financial July 2006 - August 2010
Courtland Partners June 2005 - September 2005
Skills
Financial Modeling, Private Equity, Financial Reporting, Finance, Equities, Strategic Planning, Real Estate Economics, Real Estate Finance, Risk Management, Real Estate Development
Education
The College of William and Mary - The Mason School of Business 2010 — 2012
MBA, Finance
The Ohio State University - The Max M. Fisher College of Business 2002 — 2006
BSBA, Finance
Emmanuel Cruz Emmanuel Cruz's E*TRADE Financial Experience September 2010 - Present
Job Assistant General Counsel (Bank) at E*TRADE Financial
Industry Law Practice
Experience
E*TRADE Financial September 2010 - Present
Education
The George Washington University Law School 2007 — 2010
University of Maryland College Park
E*TRADE Financial September 2010 - Present
Education
The George Washington University Law School 2007 — 2010
University of Maryland College Park
Nicholas Eckhart's E*TRADE Financial Experience November 2007 - February 2009
Job Director of Product at Wenner Media (Rolling Stone, US Weekly, Men's Journal)
Industry Publishing
Experience
Wenner Media (Rolling Stone, US Weekly, Men's Journal) October 2014 - Present
New York Magazine January 2012 - October 2014
Adweek April 2009 - January 2012
E*TRADE Financial November 2007 - February 2009
GlobalSpec September 2005 - October 2007
Stanley Vidmar May 2005 - September 2005
Skills
Analytics, Product Management, Project Management, Drupal, Online Advertising, Digital Marketing, Digital Media, Email Marketing, Web Analytics, Marketing, Management, Program Management, Strategy, Sales, Entrepreneurship, Content Management, E-commerce, Content Strategy, SEO, Advertising
Education
Syracuse University - Martin J. Whitman School of Management 2001 — 2005
BS, marketing/finance
Wenner Media (Rolling Stone, US Weekly, Men's Journal) October 2014 - Present
New York Magazine January 2012 - October 2014
Adweek April 2009 - January 2012
E*TRADE Financial November 2007 - February 2009
GlobalSpec September 2005 - October 2007
Stanley Vidmar May 2005 - September 2005
Skills
Analytics, Product Management, Project Management, Drupal, Online Advertising, Digital Marketing, Digital Media, Email Marketing, Web Analytics, Marketing, Management, Program Management, Strategy, Sales, Entrepreneurship, Content Management, E-commerce, Content Strategy, SEO, Advertising
Education
Syracuse University - Martin J. Whitman School of Management 2001 — 2005
BS, marketing/finance
David Colin David Colin's E*TRADE Financial Experience May 2007 - August 2007
Job Media Strategy Expert
Industry Marketing and Advertising
Experience
Initiative July 2015 - Present
ID Media March 2014 - June 2015
UM WW October 2013 - March 2014
Universal McCann November 2012 - September 2013
Universal McCann/J3 March 2011 - November 2012
UM WW August 2010 - March 2011
Schott NYC August 2008 - August 2010
E*TRADE Financial May 2007 - August 2007
Skills
Social Media, Media Planning, Digital Media, Management, Integrated Marketing, Strategic Planning, Brand Development, Social Media Marketing, Digital Strategy, Strategy, E-commerce, Facebook, Digital Marketing, Google Adwords, Online Advertising, Advertising, Mobile Marketing, Media Buying, Marketing Strategy, Marketing
Education
The George Washington University - School of Business 2004 — 2008
BBA
Initiative July 2015 - Present
ID Media March 2014 - June 2015
UM WW October 2013 - March 2014
Universal McCann November 2012 - September 2013
Universal McCann/J3 March 2011 - November 2012
UM WW August 2010 - March 2011
Schott NYC August 2008 - August 2010
E*TRADE Financial May 2007 - August 2007
Skills
Social Media, Media Planning, Digital Media, Management, Integrated Marketing, Strategic Planning, Brand Development, Social Media Marketing, Digital Strategy, Strategy, E-commerce, Facebook, Digital Marketing, Google Adwords, Online Advertising, Advertising, Mobile Marketing, Media Buying, Marketing Strategy, Marketing
Education
The George Washington University - School of Business 2004 — 2008
BBA
Leonard Raucci Leonard Raucci's E*TRADE Financial Experience November 2007 - September 2008
Job Client Relationship Manager
Industry Financial Services
Experience
Priority Payment Systems July 2011 - January 2012
AUTOMATIC DATA PROCESSING INSURANCE AGENCY, INC September 2008 - May 2011
E*TRADE Financial November 2007 - September 2008
E*TRADE Financial November 2006 - November 2007
E*TRADE Financial April 2006 - November 2006
Snap On Credit January 2001 - August 2005
FSKAM January 1998 - January 2000
TRANSAMERICA CORPORATION - DISTRIBUTION FINANCE COMPANY January 1996 - January 2000
FSSAR January 1997 - January 1998
FSAR January 1996 - January 1997
Skills
CRM, Credit, Salesforce.com, Financial Analysis, Management, Finance, Portfolio Management, Financial Services, Training, Sales Operations, Sales, New Business Development, Customer Retention, Human Resources, Insurance
Education
State University of New York College at Cortland 1991 — 1995
Priority Payment Systems July 2011 - January 2012
AUTOMATIC DATA PROCESSING INSURANCE AGENCY, INC September 2008 - May 2011
E*TRADE Financial November 2007 - September 2008
E*TRADE Financial November 2006 - November 2007
E*TRADE Financial April 2006 - November 2006
Snap On Credit January 2001 - August 2005
FSKAM January 1998 - January 2000
TRANSAMERICA CORPORATION - DISTRIBUTION FINANCE COMPANY January 1996 - January 2000
FSSAR January 1997 - January 1998
FSAR January 1996 - January 1997
Skills
CRM, Credit, Salesforce.com, Financial Analysis, Management, Finance, Portfolio Management, Financial Services, Training, Sales Operations, Sales, New Business Development, Customer Retention, Human Resources, Insurance
Education
State University of New York College at Cortland 1991 — 1995
Lisa (Bennett) Hellendoorn Lisa (Bennett) Hellendoorn's E*TRADE Financial Experience 2009 - 2010
Job REALTOR® and Training Consultant / Sr. Instructional Designer
Industry Real Estate
Experience
Meridian Realty, Saylor & Associates 2015 - Present
The Coca-Cola Company / Coca-Cola Technical 2013 - Present
Xerox 2011 - 2013
E*TRADE Financial 2009 - 2010
McKesson Provider Technologies 2008 - 2009
Eclipsys Corp 2006 - 2008
Aflac 2004 - 2006
AXA Financial 2004 - 2004
Radiant Systems Inc. 2002 - 2004
Cooper Lighting 2001 - 2002
Skills
Technical Writing, Instructional Design, Software Documentation, Training, E-Learning, SharePoint, Instructor-led Training, Employee Training, Quality Assurance, Leadership, Blended Learning, ADDIE, Process Improvement, Project Management, Management, Strategy, Performance Management, Technical Training, Hands-on Training, Business Process, Enterprise Software, Learning Management..., Needs Analysis, Captivate, Customer Service, Selling, Consulting, Team Building, Team Leadership, Analysis, Change Management
Education
The University of Georgia
Meridian Realty, Saylor & Associates 2015 - Present
The Coca-Cola Company / Coca-Cola Technical 2013 - Present
Xerox 2011 - 2013
E*TRADE Financial 2009 - 2010
McKesson Provider Technologies 2008 - 2009
Eclipsys Corp 2006 - 2008
Aflac 2004 - 2006
AXA Financial 2004 - 2004
Radiant Systems Inc. 2002 - 2004
Cooper Lighting 2001 - 2002
Skills
Technical Writing, Instructional Design, Software Documentation, Training, E-Learning, SharePoint, Instructor-led Training, Employee Training, Quality Assurance, Leadership, Blended Learning, ADDIE, Process Improvement, Project Management, Management, Strategy, Performance Management, Technical Training, Hands-on Training, Business Process, Enterprise Software, Learning Management..., Needs Analysis, Captivate, Customer Service, Selling, Consulting, Team Building, Team Leadership, Analysis, Change Management
Education
The University of Georgia
James Harrah's E*TRADE Financial Experience March 2013 — Present
Job Asst. General Auditor at E*TRADE Financial
Industry Banking
Experience
E*TRADE Financial March 2013 — Present
Citi June 2007 — February 2013
KeyBank April 2004 — June 2007
KPMG 2003 — 2004
National City Bank 2000 — 2003
American Greetings 1999 — 2000
Cleveland Indians 1994 — 1998
Ciuni & Panichi 1992 — 1994
Skills
Risk Management, Internal Audit, Internal Controls, Risk Assessment, Executive Reporting, Operational Risk..., Enterprise Risk..., Data Mining, Data Analysis, Compliance, AML, Sarbanes-Oxley Act, Management Consulting, Project Management
Education
The University of Akron 1987 — 1991
Bachelor of Science (B.S.), Accountancy
E*TRADE Financial March 2013 — Present
Citi June 2007 — February 2013
KeyBank April 2004 — June 2007
KPMG 2003 — 2004
National City Bank 2000 — 2003
American Greetings 1999 — 2000
Cleveland Indians 1994 — 1998
Ciuni & Panichi 1992 — 1994
Skills
Risk Management, Internal Audit, Internal Controls, Risk Assessment, Executive Reporting, Operational Risk..., Enterprise Risk..., Data Mining, Data Analysis, Compliance, AML, Sarbanes-Oxley Act, Management Consulting, Project Management
Education
The University of Akron 1987 — 1991
Bachelor of Science (B.S.), Accountancy
Bob Sandler's E*TRADE Financial Experience April 2006 - February 2009
Job Director, Sales Operations at Promontory Interfinancial Network
Industry Internet
Experience
Promontory Interfinancial Network April 2009 - Present
E*Trade Financial April 2006 - February 2009
AOL January 1998 - May 2006
Pricewaterhouse Coopers 1985 - 1998
Skills
Financial Services, Strategic Partnerships, Analytics, Internet Banking, Product Marketing, Product Management, Project Management, E-commerce, SaaS, Investments, Management, Marketing, Cross-functional Team..., Business Development, Program Management, Forecasting, Sales Operations, Strategy
Education
University of Maryland 1983 — 1985
MBA, Finance/Information Systems
Syracuse University 1978 — 1982
BS, Marketing
Promontory Interfinancial Network April 2009 - Present
E*Trade Financial April 2006 - February 2009
AOL January 1998 - May 2006
Pricewaterhouse Coopers 1985 - 1998
Skills
Financial Services, Strategic Partnerships, Analytics, Internet Banking, Product Marketing, Product Management, Project Management, E-commerce, SaaS, Investments, Management, Marketing, Cross-functional Team..., Business Development, Program Management, Forecasting, Sales Operations, Strategy
Education
University of Maryland 1983 — 1985
MBA, Finance/Information Systems
Syracuse University 1978 — 1982
BS, Marketing
B. Alex Kim's E*TRADE Financial Experience April 2006 - September 2007
Job Financial Data Analytics & Technology Consultant
Industry Management Consulting
Experience
Project Continuum January 2006 - Present
Commodity Futures Trading Commission November 2011 - Present
Fannie Mae January 2011 - December 2011
Fannie Mae September 2007 - January 2011
E*TRADE Financial April 2006 - September 2007
Fannie Mae January 2006 - March 2006
Freddie Mac 2002 - 2005
Digitas 2000 - 2001
iXL 1999 - 2000
Andersen Consulting 1995 - 1999
Skills
Data Analytics, IT Strategy, SDLC, Program Management, Business Analysis, Management Consulting, PMO, Integration, Analytics, Process Improvement, PMP, Analysis, Enterprise Software, Business Process..., Strategy, Project Management, Cross-functional Team..., Project Portfolio..., ITIL, Change Management, Leadership, Enterprise Architecture, Risk Management, Consulting, Requirements Analysis, Business Development
Education
The George Washington University
MS, Mechanical Engineering/Computer Aided Design and Manufacturing
The George Washington University
BS, School of Engineering & Applied Science, Mechanical Engineering
Kodaikanal International School, India 1981 — 1987
Tehran Korean School, Tehran, Iran 1976 — 1980
Bondi Beach Primary School, Sydney, Australia 1980 — 1981
Project Continuum January 2006 - Present
Commodity Futures Trading Commission November 2011 - Present
Fannie Mae January 2011 - December 2011
Fannie Mae September 2007 - January 2011
E*TRADE Financial April 2006 - September 2007
Fannie Mae January 2006 - March 2006
Freddie Mac 2002 - 2005
Digitas 2000 - 2001
iXL 1999 - 2000
Andersen Consulting 1995 - 1999
Skills
Data Analytics, IT Strategy, SDLC, Program Management, Business Analysis, Management Consulting, PMO, Integration, Analytics, Process Improvement, PMP, Analysis, Enterprise Software, Business Process..., Strategy, Project Management, Cross-functional Team..., Project Portfolio..., ITIL, Change Management, Leadership, Enterprise Architecture, Risk Management, Consulting, Requirements Analysis, Business Development
Education
The George Washington University
MS, Mechanical Engineering/Computer Aided Design and Manufacturing
The George Washington University
BS, School of Engineering & Applied Science, Mechanical Engineering
Kodaikanal International School, India 1981 — 1987
Tehran Korean School, Tehran, Iran 1976 — 1980
Bondi Beach Primary School, Sydney, Australia 1980 — 1981
Peteris Sprudzs's E*TRADE Financial Experience 2002 - 2004
Job
Industry Financial Services
Experience
Freddie Mac December 2014 - Present
Freddie Mac 2004 - Present
E*Trade Financial 2002 - 2004
Capital One Financial Corporation 1995 - 2002
Speer & Associates 1992 - 1995
Manufacturers and Traders Trust Co (M&T Bank) 1985 - 1992
Skills
Financial Modeling, Strategic Financial..., Financial Analysis, Corporate Finance, Risk Management, Capital Markets, Strategic Planning, Valuation, Banking, Portfolio Management, Finance, Analysis, Due Diligence, Cost Accounting, Business Profitability, Liquidity Risk, Credit Risk, Investments, Forecasting, Credit Cards, Bank Mergers, Interest Rate Risk..., Mortgage Servicing, Mortgage Banking, Financial Risk, Treasury Management, Enterprise Risk..., Treasury, Fixed Income, Executive Management, Financial Planning, Strategic Leadership
Education
The University of Chicago Booth School of Business 1982 — 1985
MBA, Finance
Université catholique de Louvain 1983 — 1984
Maitrise (Master's), Finance and International Business
The University of Chicago 1978 — 1982
BA, Statistics
Freddie Mac December 2014 - Present
Freddie Mac 2004 - Present
E*Trade Financial 2002 - 2004
Capital One Financial Corporation 1995 - 2002
Speer & Associates 1992 - 1995
Manufacturers and Traders Trust Co (M&T Bank) 1985 - 1992
Skills
Financial Modeling, Strategic Financial..., Financial Analysis, Corporate Finance, Risk Management, Capital Markets, Strategic Planning, Valuation, Banking, Portfolio Management, Finance, Analysis, Due Diligence, Cost Accounting, Business Profitability, Liquidity Risk, Credit Risk, Investments, Forecasting, Credit Cards, Bank Mergers, Interest Rate Risk..., Mortgage Servicing, Mortgage Banking, Financial Risk, Treasury Management, Enterprise Risk..., Treasury, Fixed Income, Executive Management, Financial Planning, Strategic Leadership
Education
The University of Chicago Booth School of Business 1982 — 1985
MBA, Finance
Université catholique de Louvain 1983 — 1984
Maitrise (Master's), Finance and International Business
The University of Chicago 1978 — 1982
BA, Statistics
Scott Isaacson's E*TRADE Financial Experience February 2003 - October 2003
Job . at Seeking new opportunites.
Industry Internet
Experience
Seeking new opportunites. July 2015 - Present
Nationstar Mortgage July 2013 - July 2015
Think Finace January 2013 - July 2013
Fox Sports Media Group May 2012 - August 2012
G4S Justice Services, LLC December 2008 - April 2012
CorVel Corporation May 2007 - July 2008
Commerce Velocity October 2006 - April 2007
AMC Mortgage Services February 2004 - July 2006
Etrade Financial February 2003 - October 2003
The Capital Group Companies November 2001 - April 2002
Skills
SDLC, SQL, Software Quality..., Agile Methodologies, Test Planning, Quality Assurance, User Acceptance Testing, Scrum, Visio, Testing, Requirements Analysis, SharePoint, Software Development, Test Cases, HTML, Web Services, .NET, Software Project..., XML, Integration, JIRA, Web Applications, Microsoft SQL Server
Education
The College of Idaho 1985 — 1987
Notre Dame High School 1981 — 1985
Seeking new opportunites. July 2015 - Present
Nationstar Mortgage July 2013 - July 2015
Think Finace January 2013 - July 2013
Fox Sports Media Group May 2012 - August 2012
G4S Justice Services, LLC December 2008 - April 2012
CorVel Corporation May 2007 - July 2008
Commerce Velocity October 2006 - April 2007
AMC Mortgage Services February 2004 - July 2006
Etrade Financial February 2003 - October 2003
The Capital Group Companies November 2001 - April 2002
Skills
SDLC, SQL, Software Quality..., Agile Methodologies, Test Planning, Quality Assurance, User Acceptance Testing, Scrum, Visio, Testing, Requirements Analysis, SharePoint, Software Development, Test Cases, HTML, Web Services, .NET, Software Project..., XML, Integration, JIRA, Web Applications, Microsoft SQL Server
Education
The College of Idaho 1985 — 1987
Notre Dame High School 1981 — 1985
Lisa Epstein's E*TRADE Financial Experience 2004 - 2006
Job Relationship Management at State Street
Industry Financial Services
Experience
State Street Bank 2010 - Present
State Street Bank 2007 - 2010
Franklin Templeton Investments 2007 - 2007
E*TRADE Financial 2004 - 2006
Skills
Mutual Funds, Client Billing, Expenses, Fund Accounting, Expense Allocation, Invoice Processing, Microsoft Excel, Process Improvement, Relationship Management, Securities, Corporate Actions
Education
University of the Pacific 2000 — 2004
BS, Mathematical Economics
London School of Economics and Political Science 2002 — 2003
General Course
State Street Bank 2010 - Present
State Street Bank 2007 - 2010
Franklin Templeton Investments 2007 - 2007
E*TRADE Financial 2004 - 2006
Skills
Mutual Funds, Client Billing, Expenses, Fund Accounting, Expense Allocation, Invoice Processing, Microsoft Excel, Process Improvement, Relationship Management, Securities, Corporate Actions
Education
University of the Pacific 2000 — 2004
BS, Mathematical Economics
London School of Economics and Political Science 2002 — 2003
General Course
Roshan Poojari's E*TRADE Financial Experience March 2012 - August 2012
Job
Industry Financial Services
Experience
Freddie Mac August 2012 - Present
E*TRADE Financial March 2012 - August 2012
Fannie Mae January 2010 - March 2012
Primatics Financial June 2008 - January 2010
Fannie Mae June 2007 - June 2008
Freddie Mac August 2003 - 2007
FHLMC 2003 - 2007
Gulf Computers 2001 - 2003
HCL Technologies 2001 - 2003
Karna Global Technologies 2000 - 2001
Skills
Intex, SQL, SAS, C++, Valuation, Accounting, Financial Modeling, Risk Management, Fixed Income, Data Analysis, Data Warehousing, BlackRock Aladdin, Summit, Excel, Data Warehouse, Data Analytics, Business Systems Analyst, Quality Assurance, Java, Matlab, Business Analysis, Capital Markets, Derivatives, Microsoft Excel, Project Management, SDLC, Analysis
Education
George Washington School of Business Executive Education Program 2011 — 2011
Certificate, Risk Management
The George Washington University - School of Business 2004 — 2006
MBA, Finance
University of Pune 1992 — 1996
BE, Electronics
Freddie Mac August 2012 - Present
E*TRADE Financial March 2012 - August 2012
Fannie Mae January 2010 - March 2012
Primatics Financial June 2008 - January 2010
Fannie Mae June 2007 - June 2008
Freddie Mac August 2003 - 2007
FHLMC 2003 - 2007
Gulf Computers 2001 - 2003
HCL Technologies 2001 - 2003
Karna Global Technologies 2000 - 2001
Skills
Intex, SQL, SAS, C++, Valuation, Accounting, Financial Modeling, Risk Management, Fixed Income, Data Analysis, Data Warehousing, BlackRock Aladdin, Summit, Excel, Data Warehouse, Data Analytics, Business Systems Analyst, Quality Assurance, Java, Matlab, Business Analysis, Capital Markets, Derivatives, Microsoft Excel, Project Management, SDLC, Analysis
Education
George Washington School of Business Executive Education Program 2011 — 2011
Certificate, Risk Management
The George Washington University - School of Business 2004 — 2006
MBA, Finance
University of Pune 1992 — 1996
BE, Electronics
William Duckfield's E*TRADE Financial Experience 2006 - 2008
Job
Industry Capital Markets
Experience
Independent Contractor 2014 - Present
Toronto Stock Exchange 2013 - 2014
Mantara October 2010 - 2013
Trading Screen, LLC March 2008 - September 2010
E*TRADE Financial 2006 - 2008
E*Trade Capital Markets 2006 - 2008
Citi 2002 - 2006
Lava Trading 2002 - 2006
The Island ECN 2000 - 2002
DLJ direct 1997 - 2000
Skills
Electronic Trading, Trading Systems, Equities, Market Data, Securities, Equity Trading, Exchange Connectivity, Financial Markets, Options, Series 7, Low Latency, Derivatives, Trading, Capital Markets, Financial Services, Hedge Funds, Fixed Income, FX Options, Customer Service, Client Services, FX trading, Routing, Smart Order Routing, Customer Relations, Equity Derivatives, FIX Certification &..., Electronic Trading..., MS Visio, FIX & Unix (Advanced), Back Office, Bloomberg
Education
State University of New York at Stony Brook 1989 — 1994
Independent Contractor 2014 - Present
Toronto Stock Exchange 2013 - 2014
Mantara October 2010 - 2013
Trading Screen, LLC March 2008 - September 2010
E*TRADE Financial 2006 - 2008
E*Trade Capital Markets 2006 - 2008
Citi 2002 - 2006
Lava Trading 2002 - 2006
The Island ECN 2000 - 2002
DLJ direct 1997 - 2000
Skills
Electronic Trading, Trading Systems, Equities, Market Data, Securities, Equity Trading, Exchange Connectivity, Financial Markets, Options, Series 7, Low Latency, Derivatives, Trading, Capital Markets, Financial Services, Hedge Funds, Fixed Income, FX Options, Customer Service, Client Services, FX trading, Routing, Smart Order Routing, Customer Relations, Equity Derivatives, FIX Certification &..., Electronic Trading..., MS Visio, FIX & Unix (Advanced), Back Office, Bloomberg
Education
State University of New York at Stony Brook 1989 — 1994
Amy Farrell's E*TRADE Financial Experience 1999 - 2000
Job President at Privos Advisory
Industry Financial Services
Experience
Privos Advisory January 2012 - Present
Privos Capital January 2009 - December 2010
Investor Select Advisors 2000 - 2007
E*TRADE Financial 1999 - 2000
Barclays Global Investors June 1998 - August 1999
IFC - International Finance Corporation August 1994 - January 1997
Skills
Alternative Investments, Asset Management, CRM, Governance, Strategy, Sustainability, Program Management, Public Relations, International Relations, Hedge Funds
Education
Johns Hopkins SAIS 1992 — 1994
Master's degree, International Relations and Affairs
Vassar College 1985 — 1989
Bachelor's degree, Asian Studies/Civilization
Privos Advisory January 2012 - Present
Privos Capital January 2009 - December 2010
Investor Select Advisors 2000 - 2007
E*TRADE Financial 1999 - 2000
Barclays Global Investors June 1998 - August 1999
IFC - International Finance Corporation August 1994 - January 1997
Skills
Alternative Investments, Asset Management, CRM, Governance, Strategy, Sustainability, Program Management, Public Relations, International Relations, Hedge Funds
Education
Johns Hopkins SAIS 1992 — 1994
Master's degree, International Relations and Affairs
Vassar College 1985 — 1989
Bachelor's degree, Asian Studies/Civilization
Richard Kropp's E*TRADE Financial Experience July 2000 - April 2001
Job Managing Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab, Advisor Services July 2012 - Present
UBS Wealth Management April 2008 - June 2012
UBS Wealth Management Zurich, Switzerland May 2007 - March 2008
UBS Wealth Management October 2004 - April 2007
UBS Global Asset Management June 2001 - October 2004
E*TRADE Financial July 2000 - April 2001
Skills
Vendor Management, Product Management, Wealth Management, Portfolio Management, Project Management, Business Analysis, Mutual Funds, Business Case, Asset Allocation, Asset Managment
Education
Syracuse University 1986 — 1990
BS, Finance
Charles Schwab, Advisor Services July 2012 - Present
UBS Wealth Management April 2008 - June 2012
UBS Wealth Management Zurich, Switzerland May 2007 - March 2008
UBS Wealth Management October 2004 - April 2007
UBS Global Asset Management June 2001 - October 2004
E*TRADE Financial July 2000 - April 2001
Skills
Vendor Management, Product Management, Wealth Management, Portfolio Management, Project Management, Business Analysis, Mutual Funds, Business Case, Asset Allocation, Asset Managment
Education
Syracuse University 1986 — 1990
BS, Finance
James Peppers's E*TRADE Financial Experience April 2010 - Present
Job Senior Staff, Systems Engineer at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial April 2010 - Present
E*Trade Financial May 2007 - April 2010
E*Trade Financial April 2006 - May 2007
St Jude Children's Res Hosp December 2005 - April 2006
St. Jude Children's Research Hospital March 2002 - December 2005
St Jude Children's Res Hosp April 2000 - March 2002
St. Jude Children's Research Hospital April 1998 - April 2000
Skills
Disaster Recovery
Education
Strayer University 2004 — 2007
BS, Computer networking
Southeast College of Technology 1997 — 1999
Associate, Computer Information Systems
E*TRADE Financial April 2010 - Present
E*Trade Financial May 2007 - April 2010
E*Trade Financial April 2006 - May 2007
St Jude Children's Res Hosp December 2005 - April 2006
St. Jude Children's Research Hospital March 2002 - December 2005
St Jude Children's Res Hosp April 2000 - March 2002
St. Jude Children's Research Hospital April 1998 - April 2000
Skills
Disaster Recovery
Education
Strayer University 2004 — 2007
BS, Computer networking
Southeast College of Technology 1997 — 1999
Associate, Computer Information Systems
Otto Stolzenberger's E*TRADE Financial Experience 2000 - 2001
Job Computer Software Consultant and Contractor
Industry Computer Software
Experience
Federal Reserve Bank Of Cleveland 2003 - Present
Pathfire 2002 - 2003
ForestExpress 2001 - 2002
E*TRADE Financial 2000 - 2001
McKesson 1997 - 1999
Hayes Microcomputer Products 1995 - 1996
Education
Stockton University 1990 — 1994
BS, Computer Science
Federal Reserve Bank Of Cleveland 2003 - Present
Pathfire 2002 - 2003
ForestExpress 2001 - 2002
E*TRADE Financial 2000 - 2001
McKesson 1997 - 1999
Hayes Microcomputer Products 1995 - 1996
Education
Stockton University 1990 — 1994
BS, Computer Science
LaVon McCargo's E*TRADE Financial Experience September 2013 - May 2015
Job Financial Consultant E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial September 2013 - May 2015
E*TRADE Financial January 2005 - November 2013
Fluor / Delgen / U.S. Labor Department 2005 - 2005
Cablevision 1990 - 1996
Skills
Series 7, FINRA, Series 24, Series 63, Relationship Management, Entrepreneurship, Uniform Combined State..., Securities Regulation, Marketing Management, Financial Services, Portfolio Management, Banking, Management, Trading, Mutual Funds, Investments, Customer Service, Risk Management, Securities, Series 4, Series 66, Customer Service..., Loan Officer, Strategic Negotiations, Technology, Entertainment Management, Instructor-led Training, Finance, Sales, Equities, Analysis, Wealth Management, Financial Analysis, Strategic Planning, Process Improvement, Marketing, Business Development, Business Analysis, Budgets, Business Strategy, Insurance, Financial Planning, Team Building, Retirement Planning, Options, Asset Management, Vendor Management, Financial Markets
Education
The Ohio State University - The Max M. Fisher College of Business 1997 — 2002
B.S. Science, Marketing
The Ohio State University Fisher College of Business 1997 — 2002
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
E*TRADE Financial September 2013 - May 2015
E*TRADE Financial January 2005 - November 2013
Fluor / Delgen / U.S. Labor Department 2005 - 2005
Cablevision 1990 - 1996
Skills
Series 7, FINRA, Series 24, Series 63, Relationship Management, Entrepreneurship, Uniform Combined State..., Securities Regulation, Marketing Management, Financial Services, Portfolio Management, Banking, Management, Trading, Mutual Funds, Investments, Customer Service, Risk Management, Securities, Series 4, Series 66, Customer Service..., Loan Officer, Strategic Negotiations, Technology, Entertainment Management, Instructor-led Training, Finance, Sales, Equities, Analysis, Wealth Management, Financial Analysis, Strategic Planning, Process Improvement, Marketing, Business Development, Business Analysis, Budgets, Business Strategy, Insurance, Financial Planning, Team Building, Retirement Planning, Options, Asset Management, Vendor Management, Financial Markets
Education
The Ohio State University - The Max M. Fisher College of Business 1997 — 2002
B.S. Science, Marketing
The Ohio State University Fisher College of Business 1997 — 2002
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Gregory Framke's E*TRADE Financial Experience 2000 - March 2013
Job Chief Information & Operating Executive
Industry Financial Services
Experience
Insight Venture Partners January 2015 - Present
RealtyShares March 2014 - Present
E*TRADE Financial 2000 - March 2013
Deutsche Bank Securities 1999 - 2000
Morgan Stanley 1994 - 1999
IBM 1984 - 1993
Skills
Financial Services, Equities, Risk Management, Financial Markets, Capital Markets, Leadership, Fixed Income, Executive Management, Hedge Funds, Banking, IT Strategy, Securities, Strategy, Mergers & Acquisitions, Asset Management, Derivatives, Strategic Planning, Investments, Investment Banking, Vendor Management
Education
The George Washington University 1978 — 1982
B.A., International Finance
Insight Venture Partners January 2015 - Present
RealtyShares March 2014 - Present
E*TRADE Financial 2000 - March 2013
Deutsche Bank Securities 1999 - 2000
Morgan Stanley 1994 - 1999
IBM 1984 - 1993
Skills
Financial Services, Equities, Risk Management, Financial Markets, Capital Markets, Leadership, Fixed Income, Executive Management, Hedge Funds, Banking, IT Strategy, Securities, Strategy, Mergers & Acquisitions, Asset Management, Derivatives, Strategic Planning, Investments, Investment Banking, Vendor Management
Education
The George Washington University 1978 — 1982
B.A., International Finance
Joy Roque Betaharon's E*TRADE Financial Experience November 2004 - January 2012
Job Manager, Software Engineering
Industry Information Technology and Services
Experience
E*TRADE Financial November 2004 - January 2012
American Management Systems/CGI 1999 - 2004
New York Stock Exchange August 1997 - March 1999
Skills
Agile Methodologies, Software Development, SDLC, Software Project..., Enterprise Architecture, SOA, Requirements Analysis
Education
The George Washington University 1993 — 1997
E*TRADE Financial November 2004 - January 2012
American Management Systems/CGI 1999 - 2004
New York Stock Exchange August 1997 - March 1999
Skills
Agile Methodologies, Software Development, SDLC, Software Project..., Enterprise Architecture, SOA, Requirements Analysis
Education
The George Washington University 1993 — 1997
Mavi Thorpe's E*TRADE Financial Experience August 2013 - Present
Job Product Management
Industry Internet
Experience
E*TRADE Financial August 2013 - Present
J.Crew October 2010 - July 2013
Moody's Analytics October 2005 - March 2009
American Express June 2004 - September 2004
Saks Fifth Avenue June 2000 - September 2003
Barnes & Noble January 1998 - June 2000
Skills
E-commerce, Product Management, Agile Methodologies, Strategy, Business Analysis, Management, Digital Strategy, User Experience, Project Management, Marketing Strategy
Education
New York University - Leonard N. Stern School of Business 2003 — 2005
MBA, Marketing
Syracuse University
E*TRADE Financial August 2013 - Present
J.Crew October 2010 - July 2013
Moody's Analytics October 2005 - March 2009
American Express June 2004 - September 2004
Saks Fifth Avenue June 2000 - September 2003
Barnes & Noble January 1998 - June 2000
Skills
E-commerce, Product Management, Agile Methodologies, Strategy, Business Analysis, Management, Digital Strategy, User Experience, Project Management, Marketing Strategy
Education
New York University - Leonard N. Stern School of Business 2003 — 2005
MBA, Marketing
Syracuse University
Jan Schmuckler's E*TRADE Financial Experience 1998 - 2001
Job Professor at John F. Kennedy University
Industry Executive Office
Experience
John F. Kennedy University September 2002 - Present
Jan M. Schmuckler, Ph.D. Consultation June 1998 - Present
Midrasha Berkeley 2008 - June 2014
Aon Consulting 1999 - 2008
Workpath 2003 - 2007
John F. Kennedy University 2002 - 2007
Genentech 2000 - 2005
Change Management Associates 2000 - 2005
Change Management Group 2000 - 2005
E*TRADE Financial 1998 - 2001
Skills
Organizational..., Leadership Development, Coaching, 360 Feedback, Organizational Diagnosis, Leadership, Executive Coaching, Executive Development, Organizational..., MBTI, Training, Management Consulting, Public Speaking, Culture Change, Change Management, Workshop Facilitation, Career Development, Consulting, Personal Development, Strategic Planning, Emotional Intelligence, Career Counseling, Management, Conflict Resolution, Management Development, Organizational Design, Staff Development, Career Management, Nonprofits, Instructional Design, Psychology, Talent Management, Succession Planning, Employee Engagement
Education
The Wright Institute 1977 — 1980
Doctor of Philosophy (Ph.D.), Psychology
Temple University 1970 — 1972
Master's Degree, Educational Psychology
John F. Kennedy University September 2002 - Present
Jan M. Schmuckler, Ph.D. Consultation June 1998 - Present
Midrasha Berkeley 2008 - June 2014
Aon Consulting 1999 - 2008
Workpath 2003 - 2007
John F. Kennedy University 2002 - 2007
Genentech 2000 - 2005
Change Management Associates 2000 - 2005
Change Management Group 2000 - 2005
E*TRADE Financial 1998 - 2001
Skills
Organizational..., Leadership Development, Coaching, 360 Feedback, Organizational Diagnosis, Leadership, Executive Coaching, Executive Development, Organizational..., MBTI, Training, Management Consulting, Public Speaking, Culture Change, Change Management, Workshop Facilitation, Career Development, Consulting, Personal Development, Strategic Planning, Emotional Intelligence, Career Counseling, Management, Conflict Resolution, Management Development, Organizational Design, Staff Development, Career Management, Nonprofits, Instructional Design, Psychology, Talent Management, Succession Planning, Employee Engagement
Education
The Wright Institute 1977 — 1980
Doctor of Philosophy (Ph.D.), Psychology
Temple University 1970 — 1972
Master's Degree, Educational Psychology
Elizabeth Turski's E*TRADE Financial Experience October 2008 - Present
Job Senior Project Manager at E*TRADE Financial
Industry Information Services
Experience
E*TRADE Financial October 2008 - Present
Kirela Consulting May 2007 - Present
Fannie Mae 1987 - 2007
Education
Temple University
E*TRADE Financial October 2008 - Present
Kirela Consulting May 2007 - Present
Fannie Mae 1987 - 2007
Education
Temple University
Pam Colacci's E*TRADE Financial Experience October 2006 - August 2008
Job HR Business Partner
Industry Human Resources
Experience
Lowe's August 2011 - June 2014
Cognizant Technology Solutions February 2009 - May 2010
E*TRADE Financial October 2006 - August 2008
Avantair, Inc. June 2005 - April 2006
AT&T January 2000 - November 2004
Skills
Talent Management, Performance Management, Employee Relations, Recruiting, Human Resources, Change Management, Training, Coaching, Management, Labor Relations, Strategic Partnerships, Employee Engagement, HRIS, Workforce Planning, HR Policies, Onboarding, Succession Planning, HR Consulting, Personnel Management, Interviews, Benefits Administration, Talent Acquisition, College Recruiting, Employee Benefits, Applicant Tracking..., Performance Appraisal, Employee Training, FMLA, New Hire Orientations, Employer Branding, Hiring, Compensation & Benefit, Organizational Design
Education
The College of New Jersey 1997 — 1999
BS, Education
College of St. Elizabeth 1997 — 1999
HR Management Certification, HR
Lowe's August 2011 - June 2014
Cognizant Technology Solutions February 2009 - May 2010
E*TRADE Financial October 2006 - August 2008
Avantair, Inc. June 2005 - April 2006
AT&T January 2000 - November 2004
Skills
Talent Management, Performance Management, Employee Relations, Recruiting, Human Resources, Change Management, Training, Coaching, Management, Labor Relations, Strategic Partnerships, Employee Engagement, HRIS, Workforce Planning, HR Policies, Onboarding, Succession Planning, HR Consulting, Personnel Management, Interviews, Benefits Administration, Talent Acquisition, College Recruiting, Employee Benefits, Applicant Tracking..., Performance Appraisal, Employee Training, FMLA, New Hire Orientations, Employer Branding, Hiring, Compensation & Benefit, Organizational Design
Education
The College of New Jersey 1997 — 1999
BS, Education
College of St. Elizabeth 1997 — 1999
HR Management Certification, HR
Chuck Mattson's E*TRADE Financial Experience January 2004 - March 2007
Job Account Executive: Insurance at SAP
Industry Computer Software
Experience
SAP July 2015 - Present
Gartner Invest April 2007 - June 2015
E*TRADE Financial January 2004 - March 2007
Thomson Financial 1994 - 2004
Skills
Technology Investing, Information Technology, Software, Computer Hardware, Semiconductors, IT Service Management, Equities, Business Development, Solution Selling, Sales, Enterprise Software, SaaS, Strategy, Account Management, Financial Markets, Financial Services
Education
The University of Connecticut School of Business 2000 — 2004
MBA, Finance, Marketing
University of Rhode Island 1990 — 1994
Bachelor of Science, Political Science and Government
SAP July 2015 - Present
Gartner Invest April 2007 - June 2015
E*TRADE Financial January 2004 - March 2007
Thomson Financial 1994 - 2004
Skills
Technology Investing, Information Technology, Software, Computer Hardware, Semiconductors, IT Service Management, Equities, Business Development, Solution Selling, Sales, Enterprise Software, SaaS, Strategy, Account Management, Financial Markets, Financial Services
Education
The University of Connecticut School of Business 2000 — 2004
MBA, Finance, Marketing
University of Rhode Island 1990 — 1994
Bachelor of Science, Political Science and Government
Chad Herklotz's E*TRADE Financial Experience January 2005 - March 2008
Job Business Manager National Accounts at CPA Global
Industry Legal Services
Experience
CPA Global June 2013 - Present
CPA Global March 2008 - June 2013
E*TRADE Financial January 2005 - March 2008
Stanley Steemer 2002 - 2005
AOS/Lanier Worldwide January 2002 - November 2003
Enterprise Rent-A-Car April 1999 - November 2001
Skills
Salesforce.com, New Business Development, Sales Management, Account Management, Contract Negotiation, Sales, Negotiation, Strategic Planning, Business Development, Customer Service, B2B, Licensing, Strategy, Start-ups
Education
The Ohio State University 1991 — 1997
CPA Global June 2013 - Present
CPA Global March 2008 - June 2013
E*TRADE Financial January 2005 - March 2008
Stanley Steemer 2002 - 2005
AOS/Lanier Worldwide January 2002 - November 2003
Enterprise Rent-A-Car April 1999 - November 2001
Skills
Salesforce.com, New Business Development, Sales Management, Account Management, Contract Negotiation, Sales, Negotiation, Strategic Planning, Business Development, Customer Service, B2B, Licensing, Strategy, Start-ups
Education
The Ohio State University 1991 — 1997
Edward Hosty's E*TRADE Financial Experience June 2011 - February 2014
Job Wolverine Trading
Industry Financial Services
Experience
Wolverine Trading August 2014 - Present
E*TRADE Financial June 2011 - February 2014
G1 Execution Services June 2011 - February 2014
E*TRADE Financial December 2006 - May 2011
Skills
Equities, Electronic Trading, Trading Systems, Options, Series 7, Derivatives, Financial Markets, Trading, Capital Markets, Securities, Bloomberg, Series 63, Hedge Funds, Fixed Income, Market Data, Financial Services, Portfolio Management
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA, Analytic Finance, Economics, Statistics
University of Illinois at Urbana-Champaign 1998 — 2002
BA, Economics
Wolverine Trading August 2014 - Present
E*TRADE Financial June 2011 - February 2014
G1 Execution Services June 2011 - February 2014
E*TRADE Financial December 2006 - May 2011
Skills
Equities, Electronic Trading, Trading Systems, Options, Series 7, Derivatives, Financial Markets, Trading, Capital Markets, Securities, Bloomberg, Series 63, Hedge Funds, Fixed Income, Market Data, Financial Services, Portfolio Management
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA, Analytic Finance, Economics, Statistics
University of Illinois at Urbana-Champaign 1998 — 2002
BA, Economics
Alfred AJ Kiel's E*TRADE Financial Experience August 2010 - Present
Job Software Engineering at Etrade Financial
Industry Information Technology and Services
Experience
E*TRADE Financial August 2010 - Present
Prenova August 2009 - December 2012
Avanade October 2008 - June 2009
The University of Georgia October 2007 - January 2008
NCR 2000 - 2006
Skills
Data Warehouse..., Data Warehousing, Data Modeling, Dimensional Modeling, Business Intelligence, Erwin, Toad 9.0, SQL, Microsoft BI SSIS, SSRS, SSAS 2008, Business Process, SDLC, Microsoft SQL Server, Database Design
Education
University of Georgia - Terry College of Business 2007 — 2008
The University of Georgia 2006 — 2008
- Terry College of Business, B.S. Management Information Systems
Clayton State University 1997 — 2000
Network Administrator
E*TRADE Financial August 2010 - Present
Prenova August 2009 - December 2012
Avanade October 2008 - June 2009
The University of Georgia October 2007 - January 2008
NCR 2000 - 2006
Skills
Data Warehouse..., Data Warehousing, Data Modeling, Dimensional Modeling, Business Intelligence, Erwin, Toad 9.0, SQL, Microsoft BI SSIS, SSRS, SSAS 2008, Business Process, SDLC, Microsoft SQL Server, Database Design
Education
University of Georgia - Terry College of Business 2007 — 2008
The University of Georgia 2006 — 2008
- Terry College of Business, B.S. Management Information Systems
Clayton State University 1997 — 2000
Network Administrator
John Mickel's E*TRADE Financial Experience January 2006 - December 2007
Job Financial Consultant at E*TRADE Financial Corporation
Industry Real Estate
Experience
E*TRADE Financial Corporation January 2008 - Present
E*TRADE Financial January 2006 - December 2007
Skills
FHA, Mortgage Lending, Residential Mortgages, Loan Origination, Mortgage Banking, Credit, Loans, Refinance, VA loans, Real Estate Transactions, Referrals, Investors, Marketing, Foreclosures, FHA financing, Real Estate, Finance, First Time Home Buyers, Investments, Investment Properties
Education
Stetson University 1969 — 1971
E*TRADE Financial Corporation January 2008 - Present
E*TRADE Financial January 2006 - December 2007
Skills
FHA, Mortgage Lending, Residential Mortgages, Loan Origination, Mortgage Banking, Credit, Loans, Refinance, VA loans, Real Estate Transactions, Referrals, Investors, Marketing, Foreclosures, FHA financing, Real Estate, Finance, First Time Home Buyers, Investments, Investment Properties
Education
Stetson University 1969 — 1971
Mehtab Haleem's E*TRADE Financial Experience March 2013 - November 2014
Job Junior Portfolio Manager at E*TRADE Financial Corporation
Industry Investment Banking
Experience
E*TRADE Financial Corporation November 2014 - Present
E*TRADE Financial March 2013 - November 2014
Standard & Poor's January 2011 - March 2013
Freddie Mac January 2009 - January 2011
Skills
MBS, Fixed Income, Derivatives, Econometrics, Financial Modeling, Volatility Modeling, R, Matlab, SQL, Statistical Data..., Structured Finance, Financial Analysis, Data Analysis, Valuation, Portfolio Management, Volatility
Education
The Johns Hopkins University 2009 — 2012
Masters, Applied Economics
Virginia Polytechnic Institute and State University 2006 — 2008
BS, Applied Mathematics, Minor:Economics
E*TRADE Financial Corporation November 2014 - Present
E*TRADE Financial March 2013 - November 2014
Standard & Poor's January 2011 - March 2013
Freddie Mac January 2009 - January 2011
Skills
MBS, Fixed Income, Derivatives, Econometrics, Financial Modeling, Volatility Modeling, R, Matlab, SQL, Statistical Data..., Structured Finance, Financial Analysis, Data Analysis, Valuation, Portfolio Management, Volatility
Education
The Johns Hopkins University 2009 — 2012
Masters, Applied Economics
Virginia Polytechnic Institute and State University 2006 — 2008
BS, Applied Mathematics, Minor:Economics
Libbi Lepow's E*TRADE Financial Experience 1997 - 2001
Job Retired "People Effectiveness Guru"
Industry Management Consulting
Experience
E*TRADE Financial 1997 - 2001
Providian Financial 1995 - 1997
ARCO Chemical 1993 - 1995
Cabot Corporation 1982 - 1992
Data General 1978 - 1980
Skills
Coaching, Workshop Facilitation, Organizational..., Executive Coaching, Change Management, Human Resources, Organizational Design, Management Consulting, Team Building, Leadership Development, Strategy, Performance Management, Employee Training, Strategic Planning, Succession Planning, Training, Data Analysis, Talent Management, Employee Engagement, Project Management, Career Development, Public Speaking, Organizational..., Leadership, Employee Relations, Conflict Resolution, Culture Change, Personnel Management, Workforce Planning, 360 Feedback, Onboarding, MBTI, Executive Development, Performance Improvement, Talent Acquisition, Management Development, HRIS, Program Management, Process Improvement, Deferred Compensation, Policy
Education
Temple University 1965 — 1973
AB, History
E*TRADE Financial 1997 - 2001
Providian Financial 1995 - 1997
ARCO Chemical 1993 - 1995
Cabot Corporation 1982 - 1992
Data General 1978 - 1980
Skills
Coaching, Workshop Facilitation, Organizational..., Executive Coaching, Change Management, Human Resources, Organizational Design, Management Consulting, Team Building, Leadership Development, Strategy, Performance Management, Employee Training, Strategic Planning, Succession Planning, Training, Data Analysis, Talent Management, Employee Engagement, Project Management, Career Development, Public Speaking, Organizational..., Leadership, Employee Relations, Conflict Resolution, Culture Change, Personnel Management, Workforce Planning, 360 Feedback, Onboarding, MBTI, Executive Development, Performance Improvement, Talent Acquisition, Management Development, HRIS, Program Management, Process Improvement, Deferred Compensation, Policy
Education
Temple University 1965 — 1973
AB, History
Mark Matteucci's E*TRADE Financial Experience 2003 - 2007
Job Sr Manager, Finance at Workday
Industry Information Technology and Services
Experience
Workday 2015 - Present
Cisco August 2009 - March 2015
E*TRADE Financial 2003 - 2007
Skills
Financial Modeling, Financial Analysis, Cross-functional Team..., Strategy, Analytics, Business Analysis, Business Strategy, Analysis, Competitive Analysis, Strategic Planning
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA
University of Michigan 1999 — 2003
BSE, Computer Engineering
Workday 2015 - Present
Cisco August 2009 - March 2015
E*TRADE Financial 2003 - 2007
Skills
Financial Modeling, Financial Analysis, Cross-functional Team..., Strategy, Analytics, Business Analysis, Business Strategy, Analysis, Competitive Analysis, Strategic Planning
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA
University of Michigan 1999 — 2003
BSE, Computer Engineering
Derek Romano's E*TRADE Financial Experience 2007 - 2008
Job Supervisor, Customer Service
Industry Financial Services
Experience
CIT 2008 - 2009
E*TRADE Financial 2007 - 2008
E*TRADE Financial March 2006 - April 2007
E*TRADE Financial November 2005 - March 2006
Education
State University of New York College at Oneonta 1988 — 1992
BS, Business Economics
CIT 2008 - 2009
E*TRADE Financial 2007 - 2008
E*TRADE Financial March 2006 - April 2007
E*TRADE Financial November 2005 - March 2006
Education
State University of New York College at Oneonta 1988 — 1992
BS, Business Economics
Lisa Karp's E*TRADE Financial Experience February 2005 - April 2010
Job N/A
Industry Financial Services
Experience
E*TRADE Financial February 2005 - April 2010
Education
Stephens College 1987 — 1991
BA, Psychology
E*TRADE Financial February 2005 - April 2010
Education
Stephens College 1987 — 1991
BA, Psychology
Cliff Cyphers's E*TRADE Financial Experience December 2011 - October 2012
Job Web Developer at One Technologies, LP
Industry Information Technology and Services
Experience
One Technologies, LP September 2015 - Present
MVP Index December 2014 - June 2015
Bartech Group December 2013 - October 2014
Samsung Austin Research Center May 2013 - September 2013
GameSalad, Inc March 2013 - April 2013
E*TRADE Financial December 2011 - October 2012
Cyber Connects, LLC December 2010 - 2011
Crossroads Systems June 2009 - November 2009
Charles Schwab October 2008 - December 2008
Gap Inc. Direct October 2007 - September 2008
Skills
DB2, Ruby, WebSphere Application..., PHP, MySQL, Apache, JavaScript, Programming, Servers, WebSphere MQ, High Performance..., PostgreSQL, Sendmail, Postfix, IBM Tivoli, Snort, OpenSSH, OpenVPN, Spamassassin, Nginx, Lua, Node.js, Socket.io, Backbone.js, Redis, Tcpdump, Protocols TCP/IP, TCP/IP stack, Puppet, Vim, Ruby on Rails, Sinatra, Capistrano, Tunneling, SSL, CSS, JavaScript Libraries, jQuery, jQuery UI, Unicorn, Passenger, Thin, Curl, OAuth, Test Automation, Integration, Web Applications, Testing, Perl, Unix
Education
Texas Tech University 1999 — 2002
BS, Computer Science
One Technologies, LP September 2015 - Present
MVP Index December 2014 - June 2015
Bartech Group December 2013 - October 2014
Samsung Austin Research Center May 2013 - September 2013
GameSalad, Inc March 2013 - April 2013
E*TRADE Financial December 2011 - October 2012
Cyber Connects, LLC December 2010 - 2011
Crossroads Systems June 2009 - November 2009
Charles Schwab October 2008 - December 2008
Gap Inc. Direct October 2007 - September 2008
Skills
DB2, Ruby, WebSphere Application..., PHP, MySQL, Apache, JavaScript, Programming, Servers, WebSphere MQ, High Performance..., PostgreSQL, Sendmail, Postfix, IBM Tivoli, Snort, OpenSSH, OpenVPN, Spamassassin, Nginx, Lua, Node.js, Socket.io, Backbone.js, Redis, Tcpdump, Protocols TCP/IP, TCP/IP stack, Puppet, Vim, Ruby on Rails, Sinatra, Capistrano, Tunneling, SSL, CSS, JavaScript Libraries, jQuery, jQuery UI, Unicorn, Passenger, Thin, Curl, OAuth, Test Automation, Integration, Web Applications, Testing, Perl, Unix
Education
Texas Tech University 1999 — 2002
BS, Computer Science
Jarvis Williams's E*TRADE Financial Experience April 2006 - Present
Job Senior Fraud Analyst at Etrade Financial
Industry Financial Services
Experience
Etrade Financial April 2006 - Present
Skills
Risk Management, Financial Analysis, Analysis, Portfolio Management, Credit, Financial Risk, Process Improvement
Education
Strayer University 2012 — 2015
Master of Science (M.S.), Information Systems, 3.8
Strayer University 2009 — 2015
Bachelor's degree/Master's degree, Business Administration, Finance and Information Systems
Etrade Financial April 2006 - Present
Skills
Risk Management, Financial Analysis, Analysis, Portfolio Management, Credit, Financial Risk, Process Improvement
Education
Strayer University 2012 — 2015
Master of Science (M.S.), Information Systems, 3.8
Strayer University 2009 — 2015
Bachelor's degree/Master's degree, Business Administration, Finance and Information Systems
Patrick Molley's E*TRADE Financial Experience May 2010 - May 2013
Job Mortgage Professional at Cornerstone Mortgage Group, LLC
Industry Banking
Experience
Cornerstone Mortgage Group, LLC June 2013 - Present
E*TRADE Financial May 2010 - May 2013
Skills
Underwriting, Mortgage Lending, Mortgage Banking, Mortgage Underwriting, Loans, Residential Mortgages, Loan Origination, Credit, Refinance, Credit Risk, Credit Analysis, FHA, Real Estate Financing, VA loans, FHA financing, First Time Home Buyers, Referrals, Loss Mitigation, Finance
Education
The University of Georgia 1996 — 2001
Bachelor of Science (B.S.)
Cornerstone Mortgage Group, LLC June 2013 - Present
E*TRADE Financial May 2010 - May 2013
Skills
Underwriting, Mortgage Lending, Mortgage Banking, Mortgage Underwriting, Loans, Residential Mortgages, Loan Origination, Credit, Refinance, Credit Risk, Credit Analysis, FHA, Real Estate Financing, VA loans, FHA financing, First Time Home Buyers, Referrals, Loss Mitigation, Finance
Education
The University of Georgia 1996 — 2001
Bachelor of Science (B.S.)
Archana Meka's E*TRADE Financial Experience June 2007 - December 2011
Job Sr. Business Analyst at Carter's | OshKosh B'gosh
Industry Information Technology and Services
Experience
Carter's OshKosh B'gosh September 2013 - Present
The Coca-Cola Company May 2013 - August 2013
UPS Supply Chain Solutions June 2012 - April 2013
The Coca-Cola Company January 2012 - May 2012
E*TRADE Financial June 2007 - December 2011
Skills
Testing, Oracle, Business Objects, Microsoft SQL Server, Business Intelligence, Business Process, Business Analysis, Data Migration, Solution Architecture, Requirements Analysis, Experienced Business..., Data Modeling, EDW, Data Analysis, Data Quality Assurance, ETL Tools, Erwin, Quality Center, IBM DataStage 7.5, IBM Business Glossary, SAP, Test Planning, Agile Project Management, SDLC, Visio, Access, User Acceptance Testing, DB2, Data Quality, Business Requirements, Quality Assurance
Education
The University of Georgia
Master's degree, Computer Science
Carter's OshKosh B'gosh September 2013 - Present
The Coca-Cola Company May 2013 - August 2013
UPS Supply Chain Solutions June 2012 - April 2013
The Coca-Cola Company January 2012 - May 2012
E*TRADE Financial June 2007 - December 2011
Skills
Testing, Oracle, Business Objects, Microsoft SQL Server, Business Intelligence, Business Process, Business Analysis, Data Migration, Solution Architecture, Requirements Analysis, Experienced Business..., Data Modeling, EDW, Data Analysis, Data Quality Assurance, ETL Tools, Erwin, Quality Center, IBM DataStage 7.5, IBM Business Glossary, SAP, Test Planning, Agile Project Management, SDLC, Visio, Access, User Acceptance Testing, DB2, Data Quality, Business Requirements, Quality Assurance
Education
The University of Georgia
Master's degree, Computer Science
Andy Goodman's E*TRADE Financial Experience November 2010 - August 2013
Job EVP, CHRO at OpenLink Financial
Industry Computer Software
Experience
OpenLink Financial September 2014 - Present
Andrew Goodman September 2013 - August 2014
E*TRADE Financial November 2010 - August 2013
CA 2002 - November 2010
Merrill Lynch 1996 - 2002
Bankers Trust 1993 - 1996
Ernst & Young 1986 - 1993
GE 1983 - 1986
Skills
Succession Planning, Strategy, Talent Management, Deferred Compensation, Performance Management, Recruiting, Personnel Management, HRIS, Executive Management, Business Strategy, Change Management, Professional Services, Employee Relations, Integration, Leadership Development, Mergers & Acquisitions, Strategic Planning, Onboarding, Business Process, Employee Benefits, Organizational..., Human Resources, Project Management, Talent Acquisition, Executive Pay, Leadership, Employee Engagement, Management, Organizational Design, Vendor Management, Cross-functional Team..., Workforce Planning, Applicant Tracking..., Interpersonal Skill, Temporary Placement, Compensation & Benefit, HR Consulting, Executive Coaching, Executive Search, HR Transformation, Technical Recruiting, Organizational..., Internet Recruiting, HR Policies, Compensation & Benefits
Education
Stony Brook University 1976 — 1981
OpenLink Financial September 2014 - Present
Andrew Goodman September 2013 - August 2014
E*TRADE Financial November 2010 - August 2013
CA 2002 - November 2010
Merrill Lynch 1996 - 2002
Bankers Trust 1993 - 1996
Ernst & Young 1986 - 1993
GE 1983 - 1986
Skills
Succession Planning, Strategy, Talent Management, Deferred Compensation, Performance Management, Recruiting, Personnel Management, HRIS, Executive Management, Business Strategy, Change Management, Professional Services, Employee Relations, Integration, Leadership Development, Mergers & Acquisitions, Strategic Planning, Onboarding, Business Process, Employee Benefits, Organizational..., Human Resources, Project Management, Talent Acquisition, Executive Pay, Leadership, Employee Engagement, Management, Organizational Design, Vendor Management, Cross-functional Team..., Workforce Planning, Applicant Tracking..., Interpersonal Skill, Temporary Placement, Compensation & Benefit, HR Consulting, Executive Coaching, Executive Search, HR Transformation, Technical Recruiting, Organizational..., Internet Recruiting, HR Policies, Compensation & Benefits
Education
Stony Brook University 1976 — 1981
Stephen Shelnutt's E*TRADE Financial Experience February 2008 - March 2009
Job Investor Central Client Relations at Integratec Services
Industry Financial Services
Experience
Integratec Services April 2009 - Present
Etrade Financial February 2008 - March 2009
Wells Fargo November 2006 - February 2008
Education
The University of Georgia 2002 — 2006
B.S., Consumer Economics/Financial Management
Integratec Services April 2009 - Present
Etrade Financial February 2008 - March 2009
Wells Fargo November 2006 - February 2008
Education
The University of Georgia 2002 — 2006
B.S., Consumer Economics/Financial Management
David Buczkowski's E*TRADE Financial Experience June 2012 - Present
Job
Industry Financial Services
Experience
Lincoln Investment Planning LLC May 2014 - Present
E*TRADE Financial June 2012 - Present
Merrill Lynch and Morgan Stanley February 2009 - June 2012
Corporate Express Inc February 2006 - December 2009
Minolta Business Solutions July 2002 - February 2006
Education
Bank of America Merrill Lynch 2011 — 2012
Certification in Special Needs Advisor
Morgan Stanley smith Barnie 2010 — 2010
Series 7
Bloomsburg University of Pennsylvania 1994 — 2002
Bachelor's degree
Merrill Lynch
Series 66 As well a life,health, disability, and annuties Producers License PA
Temple University - James E. Beasley School of Law
Continuing Education Business
Lincoln Investment Planning LLC May 2014 - Present
E*TRADE Financial June 2012 - Present
Merrill Lynch and Morgan Stanley February 2009 - June 2012
Corporate Express Inc February 2006 - December 2009
Minolta Business Solutions July 2002 - February 2006
Education
Bank of America Merrill Lynch 2011 — 2012
Certification in Special Needs Advisor
Morgan Stanley smith Barnie 2010 — 2010
Series 7
Bloomsburg University of Pennsylvania 1994 — 2002
Bachelor's degree
Merrill Lynch
Series 66 As well a life,health, disability, and annuties Producers License PA
Temple University - James E. Beasley School of Law
Continuing Education Business
Matthew Murray's E*TRADE Financial Experience April 2010 - Present
Job Vice President, Clearing Operations at E*TRADE
Industry Financial Services
Experience
E*TRADE Financial April 2010 - Present
Charles Schwab & Co., Inc. 1999 - 2010
Salomon Smith Barney July 1986 - July 1999
DTCC February 1984 - May 1986
Pershing 1980 - 1982
Skills
Securities, Asset Managment, Portfolio Management, Capital Markets, Executive Management, Mutual Funds, Bloomberg, Equities, Risk Management, AML, Asset Management, Banking, Bonds, FINRA, Financial Services, Fixed Income, Hedge Funds, Options, Series 24, Series 63, Series 7, Trading, Settlement, Corporate Actions
Education
Securities Industry Institute @ The Wharton School University of Pennsylvania 2012 — 2014
Graduate, Finance and Financial Management Services
University of Notre Dame - Mendoza College of Business 2007 — 2008
Executive Certificate in Leadership & Management, Leadership & Management
American Institute of Banking (ABA) 2006 — 2007
AIB Bank Operations Diploma, Bank Operations
State University of New York Empire State College 1989 — 1991
Business, Management and Economics, Accounting
New York Institute of Finance 1986 — 1990
Certificate, Brokerage Operations and Accounting
E*TRADE Financial April 2010 - Present
Charles Schwab & Co., Inc. 1999 - 2010
Salomon Smith Barney July 1986 - July 1999
DTCC February 1984 - May 1986
Pershing 1980 - 1982
Skills
Securities, Asset Managment, Portfolio Management, Capital Markets, Executive Management, Mutual Funds, Bloomberg, Equities, Risk Management, AML, Asset Management, Banking, Bonds, FINRA, Financial Services, Fixed Income, Hedge Funds, Options, Series 24, Series 63, Series 7, Trading, Settlement, Corporate Actions
Education
Securities Industry Institute @ The Wharton School University of Pennsylvania 2012 — 2014
Graduate, Finance and Financial Management Services
University of Notre Dame - Mendoza College of Business 2007 — 2008
Executive Certificate in Leadership & Management, Leadership & Management
American Institute of Banking (ABA) 2006 — 2007
AIB Bank Operations Diploma, Bank Operations
State University of New York Empire State College 1989 — 1991
Business, Management and Economics, Accounting
New York Institute of Finance 1986 — 1990
Certificate, Brokerage Operations and Accounting
Alexandra Cumings's E*TRADE Financial Experience September 2009 - April 2011
Job Senior Consultant at VSAG / Vucurevich Simons Advisory Group
Industry Marketing and Advertising
Experience
VSAG / Vucurevich Simons Advisory Group January 2015 - Present
Time Inc. June 2014 - November 2014
Time Inc. April 2011 - July 2014
E*TRADE Financial September 2009 - April 2011
Bank of America Merrill Lynch July 2008 - July 2009
Bank of America July 2007 - July 2008
Skills
Digital Marketing..., Social Media Marketing, Email Marketing, Digital Applications, Consumer Marketing, Marketing, SEM, Direct Marketing, Strategy, Management, SEO, Online Advertising
Education
The Johns Hopkins University 2003 — 2007
BAS, Economics, Business, Writing
VSAG / Vucurevich Simons Advisory Group January 2015 - Present
Time Inc. June 2014 - November 2014
Time Inc. April 2011 - July 2014
E*TRADE Financial September 2009 - April 2011
Bank of America Merrill Lynch July 2008 - July 2009
Bank of America July 2007 - July 2008
Skills
Digital Marketing..., Social Media Marketing, Email Marketing, Digital Applications, Consumer Marketing, Marketing, SEM, Direct Marketing, Strategy, Management, SEO, Online Advertising
Education
The Johns Hopkins University 2003 — 2007
BAS, Economics, Business, Writing
Teegan Conti's E*TRADE Financial Experience June 2007 - August 2007
Job Marketing, Communication and Events Maven
Industry Marketing and Advertising
Experience
Strategic Group June 2014 - Present
Strategic Group May 2012 - May 2014
Diamond in the Rough April 2011 - April 2012
Michael C. Fina May 2008 - May 2011
Michael C. Fina January 2008 - May 2008
The College of New Jersey March 2006 - May 2008
E*TRADE Financial June 2007 - August 2007
Skills
Integrated Marketing, Promotions, Public Relations, Copywriting, Social Media, Event Planning, Blogger Relations, Advertising, Social Media Marketing, Blogging, Digital Marketing, Online Marketing, Event Management, Press Releases, Video, Facebook, Email Marketing, Television, Marketing Strategy, Marketing, Magazines, E-commerce, Fashion, Sales, Management, Retail, New Media, Marketing Communications
Education
The College of New Jersey 2004 — 2008
BA, Communications, Business, Professional Writing
Strategic Group June 2014 - Present
Strategic Group May 2012 - May 2014
Diamond in the Rough April 2011 - April 2012
Michael C. Fina May 2008 - May 2011
Michael C. Fina January 2008 - May 2008
The College of New Jersey March 2006 - May 2008
E*TRADE Financial June 2007 - August 2007
Skills
Integrated Marketing, Promotions, Public Relations, Copywriting, Social Media, Event Planning, Blogger Relations, Advertising, Social Media Marketing, Blogging, Digital Marketing, Online Marketing, Event Management, Press Releases, Video, Facebook, Email Marketing, Television, Marketing Strategy, Marketing, Magazines, E-commerce, Fashion, Sales, Management, Retail, New Media, Marketing Communications
Education
The College of New Jersey 2004 — 2008
BA, Communications, Business, Professional Writing
Edward Spiegel's E*TRADE Financial Experience Senior Compliance ManagerE*TRADE FinancialApril 2013 - Present
Job Compliance Officer at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial Senior Compliance ManagerE*TRADE FinancialApril 2013 - Present
GWIM Learning project manager Bank of America 2000 - 2008
Quick & Reilly 2000 - 2003
Morgan Stanley Dean Witter 1997 - 1999
Skills
Risk Management, Portfolio Management, Process Improvement, CRM, Financial Services, Program Management, Business Analysis, Banking, Change Management, Management, Visio, Project Management
Education
State University of New York College at Oneonta
E*TRADE Financial Senior Compliance ManagerE*TRADE FinancialApril 2013 - Present
GWIM Learning project manager Bank of America 2000 - 2008
Quick & Reilly 2000 - 2003
Morgan Stanley Dean Witter 1997 - 1999
Skills
Risk Management, Portfolio Management, Process Improvement, CRM, Financial Services, Program Management, Business Analysis, Banking, Change Management, Management, Visio, Project Management
Education
State University of New York College at Oneonta
Brett J. Akers, CRPC®'s E*TRADE Financial Experience July 2006 - Present
Job Financial Consultant at Etrade Financial
Industry Financial Services
Experience
Etrade Financial July 2006 - Present
Cushman & Wakefield August 2005 - April 2006
Skills
Investments, Wealth Management, CRPC, Series 24, Series 7, Series 63, Series 66, Retirement Planning
Education
The University of Georgia 2002 — 2005
BBS, Consumer Economics, & Housing
Brookstone School
Etrade Financial July 2006 - Present
Cushman & Wakefield August 2005 - April 2006
Skills
Investments, Wealth Management, CRPC, Series 24, Series 7, Series 63, Series 66, Retirement Planning
Education
The University of Georgia 2002 — 2005
BBS, Consumer Economics, & Housing
Brookstone School
Deepak Aggarwal's E*TRADE Financial Experience July 2013 - June 2014
Job Experienced CPA/Accountant and Business Advisor
Industry Accounting
Experience
Tri State Accounting & Tax Services Inc. July 2014 - Present
Paylink Corporation July 2014 - Present
E*TRADE Financial July 2013 - June 2014
MorganFranklin Corporation November 2012 - July 2013
Deloitte & Touche October 2007 - October 2012
Skills
Enterprise Risk..., Revenue Recognition, Assurance, Due Diligence, Financial Statements, Proficient in MS..., Financial Modeling, Sarbanes-Oxley, Bookkeeping, Financial Audits, Business Advisory, Financial Reporting, Financial Analysis, Finance, Accounting, Internal Controls, US GAAP, Auditing, GAAP, Management, External Audit
Education
The Ohio State University 2006 — 2007
Master of Accounting (MAcc), Accounting and Business Administration
The Ohio State University - The Max M. Fisher College of Business 2003 — 2007
Bachelor of Science, Accounting and Business Administration
The Ohio State University Fisher College of Business
Master of Accounting
Tri State Accounting & Tax Services Inc. July 2014 - Present
Paylink Corporation July 2014 - Present
E*TRADE Financial July 2013 - June 2014
MorganFranklin Corporation November 2012 - July 2013
Deloitte & Touche October 2007 - October 2012
Skills
Enterprise Risk..., Revenue Recognition, Assurance, Due Diligence, Financial Statements, Proficient in MS..., Financial Modeling, Sarbanes-Oxley, Bookkeeping, Financial Audits, Business Advisory, Financial Reporting, Financial Analysis, Finance, Accounting, Internal Controls, US GAAP, Auditing, GAAP, Management, External Audit
Education
The Ohio State University 2006 — 2007
Master of Accounting (MAcc), Accounting and Business Administration
The Ohio State University - The Max M. Fisher College of Business 2003 — 2007
Bachelor of Science, Accounting and Business Administration
The Ohio State University Fisher College of Business
Master of Accounting
James Leaderer's E*TRADE Financial Experience February 1999 - December 2004
Job VP Reverse Mergers at Peak Securities, Inc.
Industry Financial Services
Experience
Peak Securities, Inc. former directorAmerican Leisure Group Limited1999 - 2005
Etrade Financial February 1999 - December 2004
Skills
Series 7, series 24, series 63, series 55, Securities, FINRA, Series 63, Retirement, Private Equity, Series 24, Insurance, Wealth Management, Fixed Income, Retirement Planning, Series 65
Education
Syracuse University
BS, Engineering
Peak Securities, Inc. former directorAmerican Leisure Group Limited1999 - 2005
Etrade Financial February 1999 - December 2004
Skills
Series 7, series 24, series 63, series 55, Securities, FINRA, Series 63, Retirement, Private Equity, Series 24, Insurance, Wealth Management, Fixed Income, Retirement Planning, Series 65
Education
Syracuse University
BS, Engineering
Josh Kahan's E*TRADE Financial Experience July 2003 - October 2007
Job Commercial Real Estate Broker at @properties
Industry Real Estate
Experience
@properties November 2013 - Present
Investors Playbook January 2013 - Present
Nelson Cash September 2011 - December 2012
AE January 2011 - August 2011
KB Real Estate, Inc. December 2009 - December 2010
C.O.T Investments November 2007 - September 2009
E*TRADE Financial July 2003 - October 2007
Morgan Stanley December 1999 - December 2002
EVEREN SECURITIES January 1999 - November 1999
G.V.R. COMPANY March 1997 - August 1998
Skills
Computers, People Skills, Networking, Trading, Market Research, Securities, Hedge Funds, Business Development, CRM, Sales, Mutual Funds, Alternative Investments, Private Equity, Portfolio Management, Investments, Equities, Finance, Bonds, Marketing, Options, Asset Management
Education
Loyola University
Criminal Justice/Police Science
Syracuse University
Criminal Justice and Sociology
@properties November 2013 - Present
Investors Playbook January 2013 - Present
Nelson Cash September 2011 - December 2012
AE January 2011 - August 2011
KB Real Estate, Inc. December 2009 - December 2010
C.O.T Investments November 2007 - September 2009
E*TRADE Financial July 2003 - October 2007
Morgan Stanley December 1999 - December 2002
EVEREN SECURITIES January 1999 - November 1999
G.V.R. COMPANY March 1997 - August 1998
Skills
Computers, People Skills, Networking, Trading, Market Research, Securities, Hedge Funds, Business Development, CRM, Sales, Mutual Funds, Alternative Investments, Private Equity, Portfolio Management, Investments, Equities, Finance, Bonds, Marketing, Options, Asset Management
Education
Loyola University
Criminal Justice/Police Science
Syracuse University
Criminal Justice and Sociology
Kartik Pisharodi's E*TRADE Financial Experience July 2012 - October 2013
Job DevOps Engineer
Industry Computer Software
Experience
Sovereign Systems October 2013 - Present
E*TRADE Financial July 2012 - October 2013
Skills
Microsoft Office, Java, HTML, SQL, Microsoft Excel, MySQL, PowerPoint, Windows, Microsoft Word, Customer Service, Python, Matlab, Linux, C, JavaScript, Social Media, Data Analysis, Programming, Public Speaking, C#, OS X, Databases, Visio, CSS, Unix
Education
The University of Georgia 2008 — 2012
Bachelor's degree, Computer Science
Sovereign Systems October 2013 - Present
E*TRADE Financial July 2012 - October 2013
Skills
Microsoft Office, Java, HTML, SQL, Microsoft Excel, MySQL, PowerPoint, Windows, Microsoft Word, Customer Service, Python, Matlab, Linux, C, JavaScript, Social Media, Data Analysis, Programming, Public Speaking, C#, OS X, Databases, Visio, CSS, Unix
Education
The University of Georgia 2008 — 2012
Bachelor's degree, Computer Science
BADRI PADHMANABAN's E*TRADE Financial Experience 2007 - 2009
Job Professional services at Guidewire software
Industry Insurance
Experience
Guidewire software December 2009 - Present
Etrade Financial 2007 - 2009
Covansys Corporation 2000 - 2004
Covansys Corporation 2000 - 2004
Skills
Agile Project Management, Ant, Enterprise Software, Websphere, Microsoft SQL Server, Business Intelligence, Java Enterprise Edition, Servlets, Scrum, Data Warehousing, .NET, EJB, Unix, SQL, XML, Software Project..., Web Services, Agile Methodologies, Solution Architecture, Requirements Gathering, Cloud Computing, SDLC, Integration, Testing, Databases, Java, PL/SQL, Software Development, JavaScript, Hibernate, Business Analysis, Oracle, Requirements Analysis, Web Applications, JSP, SOA, Enterprise Architecture, Data Modeling, JUnit, Maven, Weblogic, UML, Spring, Tomcat, Eclipse
Education
Symbiosis institute of Management Studies 2001 — 2003
Master Diploma Business Administration (M.D.B.A.), Accounting and Finance
Guidewire software December 2009 - Present
Etrade Financial 2007 - 2009
Covansys Corporation 2000 - 2004
Covansys Corporation 2000 - 2004
Skills
Agile Project Management, Ant, Enterprise Software, Websphere, Microsoft SQL Server, Business Intelligence, Java Enterprise Edition, Servlets, Scrum, Data Warehousing, .NET, EJB, Unix, SQL, XML, Software Project..., Web Services, Agile Methodologies, Solution Architecture, Requirements Gathering, Cloud Computing, SDLC, Integration, Testing, Databases, Java, PL/SQL, Software Development, JavaScript, Hibernate, Business Analysis, Oracle, Requirements Analysis, Web Applications, JSP, SOA, Enterprise Architecture, Data Modeling, JUnit, Maven, Weblogic, UML, Spring, Tomcat, Eclipse
Education
Symbiosis institute of Management Studies 2001 — 2003
Master Diploma Business Administration (M.D.B.A.), Accounting and Finance
fara soltani's E*TRADE Financial Experience May 2006 - March 2010
Job Benefits Analyst III at Fannie Mae
Industry Human Resources
Experience
Fannie Mae September 2012 - Present
MCR Federal April 2012 - August 2012
J. M. Waller Associates September 2010 - April 2012
E*TRADE Financial May 2006 - March 2010
EMCOR Facilities Services February 2005 - April 2006
UNICCO Service Company October 2001 - January 2005
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Windows, Excel, Power point,..., Employee Benefits, Performance Management
Education
Strayer University (VA) 2010 — 2013
Master of Business Administration (MBA), Business Management
Newbury College 2001 — 2004
BS, Human Resources & Marketing
Fannie Mae September 2012 - Present
MCR Federal April 2012 - August 2012
J. M. Waller Associates September 2010 - April 2012
E*TRADE Financial May 2006 - March 2010
EMCOR Facilities Services February 2005 - April 2006
UNICCO Service Company October 2001 - January 2005
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Windows, Excel, Power point,..., Employee Benefits, Performance Management
Education
Strayer University (VA) 2010 — 2013
Master of Business Administration (MBA), Business Management
Newbury College 2001 — 2004
BS, Human Resources & Marketing
Erik Tarpley's E*TRADE Financial Experience May 2011 - Present
Job Internal Planning Consultant at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation September 2015 - Present
E*TRADE Financial Corporation July 2014 - Present
E*TRADE Financial May 2011 - Present
E*TRADE Financial October 2007 - May 2011
Edward Jones February 2007 - October 2007
Skills
Financial Guidance, Mutual Funds, Series 7, Series 63, Series 65, Unified Managed Accounts, Portfolio Management, Diversification, Strategic Asset..., Asset Allocation, Equities, Investments, Securities, Trading Systems, Options, Trading, Retirement, Bloomberg, Wealth Management, Uniform Combined State...
Education
Texas Tech University 2001 — 2005
BS, Psychology
Green River, Wyoming 1998 — 2001
High School
E*TRADE Financial Corporation September 2015 - Present
E*TRADE Financial Corporation July 2014 - Present
E*TRADE Financial May 2011 - Present
E*TRADE Financial October 2007 - May 2011
Edward Jones February 2007 - October 2007
Skills
Financial Guidance, Mutual Funds, Series 7, Series 63, Series 65, Unified Managed Accounts, Portfolio Management, Diversification, Strategic Asset..., Asset Allocation, Equities, Investments, Securities, Trading Systems, Options, Trading, Retirement, Bloomberg, Wealth Management, Uniform Combined State...
Education
Texas Tech University 2001 — 2005
BS, Psychology
Green River, Wyoming 1998 — 2001
High School
Blair Kurtz's E*TRADE Financial Experience August 2009 - September 2010
Job Administrative Manager at UBS
Industry Financial Services
Experience
UBS September 2010 - December 2013
E*TRADE Financial August 2009 - September 2010
Morgan Stanley April 2008 - August 2009
Pequot Capital June 2007 - April 2008
Skills
Series 7, Series 9, Series 10, Series 63, Series 66
Education
University of Pittsburgh 2004 — 2007
Bachelor of Arts, English Literature, Business Administration
The George Washington University 2003 — 2004
N/A
UBS September 2010 - December 2013
E*TRADE Financial August 2009 - September 2010
Morgan Stanley April 2008 - August 2009
Pequot Capital June 2007 - April 2008
Skills
Series 7, Series 9, Series 10, Series 63, Series 66
Education
University of Pittsburgh 2004 — 2007
Bachelor of Arts, English Literature, Business Administration
The George Washington University 2003 — 2004
N/A
C. Steve Buchanan Jr.'s E*TRADE Financial Experience August 2010 - Present
Job Implementation Manager at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial August 2010 - Present
ADP 2008 - 2010
Skills
SDLC, Business Analysis, Process Improvement, Project Management, Benefits Administration, Salesforce.com, HRIS, ADP Payroll, Employee Benefits, SaaS, 401k, Human Resources, Management, Integration, Team Building, CRM, Financial Services
Education
The University of Georgia
BA, Communication
E*TRADE Financial August 2010 - Present
ADP 2008 - 2010
Skills
SDLC, Business Analysis, Process Improvement, Project Management, Benefits Administration, Salesforce.com, HRIS, ADP Payroll, Employee Benefits, SaaS, 401k, Human Resources, Management, Integration, Team Building, CRM, Financial Services
Education
The University of Georgia
BA, Communication
Charles Massey's E*TRADE Financial Experience December 2011 - April 2015
Job Financial Consultant with Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
E*TRADE Financial December 2011 - April 2015
Chase Investment Services June 2010 - November 2011
JPMorgan Chase September 2007 - May 2010
Skills
Management, Investments, Finance, Banking, Financial Analysis, Credit, Portfolio Management, Financial Services, Mutual Funds, Loans
Education
Tennessee Technological University - College of Business Administration 1994 — 1998
Bachelor of Business Administration (BBA), Economics
Fidelity Investments April 2015 - Present
E*TRADE Financial December 2011 - April 2015
Chase Investment Services June 2010 - November 2011
JPMorgan Chase September 2007 - May 2010
Skills
Management, Investments, Finance, Banking, Financial Analysis, Credit, Portfolio Management, Financial Services, Mutual Funds, Loans
Education
Tennessee Technological University - College of Business Administration 1994 — 1998
Bachelor of Business Administration (BBA), Economics
William Hill, MBA's E*TRADE Financial Experience January 2011 - Present
Job Senior Treasury Analyst at E*TRADE Financial Corporation
Industry Banking
Experience
E*TRADE Financial Corporation November 2014 - Present
E*TRADE Financial January 2011 - Present
Etrade June 2007 - January 2011
Etrade May 2004 - June 2007
Skills
Account Reconciliation
Education
Strayer University 2008 — 2010
MBA, Finance
Fayetteville State University 1988 — 1994
BS, Business Administration
E*TRADE Financial Corporation November 2014 - Present
E*TRADE Financial January 2011 - Present
Etrade June 2007 - January 2011
Etrade May 2004 - June 2007
Skills
Account Reconciliation
Education
Strayer University 2008 — 2010
MBA, Finance
Fayetteville State University 1988 — 1994
BS, Business Administration
Dustin McIlvain's E*TRADE Financial Experience April 2011 - November 2014
Job Supervisor of Principal Review Operations at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation November 2014 - Present
E*TRADE Financial April 2011 - November 2014
Genesis Securities 2006 - 2011
Huntington National Bank August 2002 - June 2006
Skills
Equities, Series 7, Securities, Risk Management, FINRA, Fixed Income, Series 24, Banking, Derivatives, Series 63, Options, Trading, Series 3, Futures Trading
Education
The Ohio State University 2001 — 2006
Bachelor of Science: Business Administration, Marketing
E*TRADE Financial Corporation November 2014 - Present
E*TRADE Financial April 2011 - November 2014
Genesis Securities 2006 - 2011
Huntington National Bank August 2002 - June 2006
Skills
Equities, Series 7, Securities, Risk Management, FINRA, Fixed Income, Series 24, Banking, Derivatives, Series 63, Options, Trading, Series 3, Futures Trading
Education
The Ohio State University 2001 — 2006
Bachelor of Science: Business Administration, Marketing
Archana Banskota's E*TRADE Financial Experience August 2011 - August 2013
Job Senior Consultant at Protiviti
Industry Management Consulting
Experience
Protiviti November 2014 - Present
NeuStar, Inc. August 2013 - November 2014
E*TRADE Financial August 2011 - August 2013
Education
The College of William and Mary - The Mason School of Business
BBA, Accounting, Process management and consulting
Protiviti November 2014 - Present
NeuStar, Inc. August 2013 - November 2014
E*TRADE Financial August 2011 - August 2013
Education
The College of William and Mary - The Mason School of Business
BBA, Accounting, Process management and consulting
D. A. Wright's E*TRADE Financial Experience June 2007 - September 2012
Job Licensed Financial Professional
Industry Financial Services
Experience
FSC Securities June 2013 - Present
E*TRADE Financial June 2007 - September 2012
Skills
Brokerage, Investments, Options, Series 7, Series 63, FINRA, Trading, Equities, Asset Managment, Short Sales, Investors, Electronic Trading, Securities, Brokers, Loss Mitigation, Asset Management, Bonds
Education
Strayer University-Georgia
FSC Securities June 2013 - Present
E*TRADE Financial June 2007 - September 2012
Skills
Brokerage, Investments, Options, Series 7, Series 63, FINRA, Trading, Equities, Asset Managment, Short Sales, Investors, Electronic Trading, Securities, Brokers, Loss Mitigation, Asset Management, Bonds
Education
Strayer University-Georgia
Louis Bernstein's E*TRADE Financial Experience October 2011 - Present
Job Relationship Manager at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial October 2011 - Present
Invest Financial March 2007 - October 2011
astoria federal 2000 - 2002
Education
State University of New York College at Old Westbury 1995 — 1998
BS, Finance
E*TRADE Financial October 2011 - Present
Invest Financial March 2007 - October 2011
astoria federal 2000 - 2002
Education
State University of New York College at Old Westbury 1995 — 1998
BS, Finance
Sean Glazier's E*TRADE Financial Experience June 2010 - Present
Job Financial Consultant at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial June 2010 - Present
Fidelity Investments June 2005 - 2010
Skills
Series 7, Series 63, Series 65, Mutual Funds, Valuation, Investment Advisory, Investment Strategies, Asset Allocation, Retirement Planning, Retirement Plan..., Fixed Income, Fixed Annuities, Variable Annuities, 529 Plans, DCF Valuation, Financial Analysis, Unified Managed Accounts, Separately Managed..., IRAs, Alternative Investments
Education
University of Southern California 2011 — 2014
Master of Business Administration (M.B.A.)
The Ohio State University 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
E*TRADE Financial June 2010 - Present
Fidelity Investments June 2005 - 2010
Skills
Series 7, Series 63, Series 65, Mutual Funds, Valuation, Investment Advisory, Investment Strategies, Asset Allocation, Retirement Planning, Retirement Plan..., Fixed Income, Fixed Annuities, Variable Annuities, 529 Plans, DCF Valuation, Financial Analysis, Unified Managed Accounts, Separately Managed..., IRAs, Alternative Investments
Education
University of Southern California 2011 — 2014
Master of Business Administration (M.B.A.)
The Ohio State University 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Rob Wisdom's E*TRADE Financial Experience January 2006 - December 2006
Job Furniture Professional
Industry Furniture
Experience
Platinum Commincations, Inc. October 2011 - May 2012
Offenbacher Pool/Patio Furniture May 2011 - August 2011
E*TRADE Financial January 2006 - December 2006
Education
TESST College of Technology-Beltsville 2000 — 2001
N/A, Electrical, Electronics and Communications Engineering
Calvin Coolidge SHS 1997 — 2000
Diploma, Mathematics and Computer Science, 3.5
Platinum Commincations, Inc. October 2011 - May 2012
Offenbacher Pool/Patio Furniture May 2011 - August 2011
E*TRADE Financial January 2006 - December 2006
Education
TESST College of Technology-Beltsville 2000 — 2001
N/A, Electrical, Electronics and Communications Engineering
Calvin Coolidge SHS 1997 — 2000
Diploma, Mathematics and Computer Science, 3.5
Steven Salotti's E*TRADE Financial Experience August 2012 - January 2014
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs May 2015 - Present
KPMG January 2014 - Present
E*TRADE Financial August 2012 - January 2014
Medco June 2011 - August 2012
Bergen County Prosecutor's Office October 2007 - June 2011
TD June 2006 - October 2007
Skills
Business Analysis, SQL, Data Modeling, Business Intelligence, Analytics, Data Analysis, Access, Requirements Analysis, Databases, Business Requirements, SAS, Requirements Gathering
Education
University of Pennsylvania 2005 — 2006
Master of Science (M.S.), Criminology
The College of New Jersey 2000 — 2004
Bachelor of Science (B.S.), Criminology
Goldman Sachs May 2015 - Present
KPMG January 2014 - Present
E*TRADE Financial August 2012 - January 2014
Medco June 2011 - August 2012
Bergen County Prosecutor's Office October 2007 - June 2011
TD June 2006 - October 2007
Skills
Business Analysis, SQL, Data Modeling, Business Intelligence, Analytics, Data Analysis, Access, Requirements Analysis, Databases, Business Requirements, SAS, Requirements Gathering
Education
University of Pennsylvania 2005 — 2006
Master of Science (M.S.), Criminology
The College of New Jersey 2000 — 2004
Bachelor of Science (B.S.), Criminology
Grant Sohn's E*TRADE Financial Experience 2006 - 2007
Job Software Tools/Automation Expert
Industry Computer Software
Experience
Self-employed February 2013 - Present
Yahoo 2011 - 2013
Yahoo 2009 - 2011
Phoenix Technologies 2008 - 2009
Cisco Systems 2007 - 2008
E*TRADE Financial 2006 - 2007
U.S. Cellular 2006 - 2006
E*TRADE Financial 2005 - 2005
Tech Safari 2003 - 2004
SchlumbergerSema France 2003 - 2003
Skills
17 years of C in..., Linux(Redhat/Centos/Ubun..., Mac, UNIX admin..., 8 years of perl and..., 17 years of shell..., trace tools..., debuggers (gdb/adb/kadb), UNIX SVR4 kernel..., SQL, JavaScript, HTML, PHP, SVG, Oracle..., Sybase (ProC/isql), MySQL(mysql/DBI), TCP/IP, UDP, NFS, DNS,..., sniffers..., Subversion, CVS, CMVC,..., BSCS, Amdocs Ensemble, GSM, SMS
Education
The Ohio State University
Bachelor's degree, Computer Information Science Engineering
Self-employed February 2013 - Present
Yahoo 2011 - 2013
Yahoo 2009 - 2011
Phoenix Technologies 2008 - 2009
Cisco Systems 2007 - 2008
E*TRADE Financial 2006 - 2007
U.S. Cellular 2006 - 2006
E*TRADE Financial 2005 - 2005
Tech Safari 2003 - 2004
SchlumbergerSema France 2003 - 2003
Skills
17 years of C in..., Linux(Redhat/Centos/Ubun..., Mac, UNIX admin..., 8 years of perl and..., 17 years of shell..., trace tools..., debuggers (gdb/adb/kadb), UNIX SVR4 kernel..., SQL, JavaScript, HTML, PHP, SVG, Oracle..., Sybase (ProC/isql), MySQL(mysql/DBI), TCP/IP, UDP, NFS, DNS,..., sniffers..., Subversion, CVS, CMVC,..., BSCS, Amdocs Ensemble, GSM, SMS
Education
The Ohio State University
Bachelor's degree, Computer Information Science Engineering
Shawn Gallagher, CFP®, CRPC®'s E*TRADE Financial Experience April 2011 - February 2014
Job Wealth Management Advisor at FRISCH FINANCIAL GROUP, INC.
Industry Financial Services
Experience
FRISCH FINANCIAL GROUP, INC. March 2015 - Present
TIAA-CREF February 2014 - February 2015
E*TRADE Financial April 2011 - February 2014
T. Rowe Price March 2007 - April 2011
New Dimensions Research Corp June 2006 - March 2007
Laidlaw & Company UK Ltd. June 2004 - June 2006
Skills
Certified Financial..., Chartered Retirement..., Portfolio Management, Retirement Planning, Retirement Plan..., Relationship Management, Analytic Thinking, Creative Problem Solving, Adaptability, Investment Strategies, Managed Money
Education
Syracuse University 1999 — 2004
Bachelor of Arts (BA), Industrial and Product Design
West Islip High School
West Islip High School
FRISCH FINANCIAL GROUP, INC. March 2015 - Present
TIAA-CREF February 2014 - February 2015
E*TRADE Financial April 2011 - February 2014
T. Rowe Price March 2007 - April 2011
New Dimensions Research Corp June 2006 - March 2007
Laidlaw & Company UK Ltd. June 2004 - June 2006
Skills
Certified Financial..., Chartered Retirement..., Portfolio Management, Retirement Planning, Retirement Plan..., Relationship Management, Analytic Thinking, Creative Problem Solving, Adaptability, Investment Strategies, Managed Money
Education
Syracuse University 1999 — 2004
Bachelor of Arts (BA), Industrial and Product Design
West Islip High School
West Islip High School
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.