E*TRADE Financial
Industry: Financial services company
DescriptionE-Trade Financial Corporation is a financial services company organized in Delaware and headquartered in New York City. The company provides services for individuals and institutions that are investing online. Customer service: 80033387233 Headquarters: New York City, New York, United States Subsidiaries: OptionsHouse, LLC, Founders: William A. Porter, Bernard A. Newcomb
E*TRADE Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at E*TRADE Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
E*TRADE Financial Salaries. You can even request information on how much does E*TRADE Financial pay if you want to. Learn about salaries, pros and cons of working for E*TRADE Financial directly from the past employees.
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E*TRADE Financial Employees
Employee
Years
Job
Industry
Audrey Tarter Audrey Tarter's E*TRADE Financial Experience May 2002 - December 2002
Job AVP, Talent Management at Horace Mann
Industry Human Resources
Experience
Horace Mann January 2015 - Present
USAA January 2012 - December 2014
USAA March 2009 - January 2012
USAA February 2007 - March 2009
USAA August 2006 - February 2007
USAA, High Net Worth (Select®) May 2004 - August 2006
TD Waterhouse Investor Services December 2002 - September 2003
E*TRADE Financial May 2002 - December 2002
USAA, Investment Management Company August 1999 - May 2002
Skills
Microsoft Office, Strategic Leadership, Succession Planning, Leadership Development, Management, Leadership, Talent Management, Workforce Planning, Executive Coaching, Personnel Management, Strategic Planning, Training, Organizational..., Analysis, Process Improvement, Business Process..., Employee Training, Human Resources, Call Centers, Change Management, Organizational..., Coaching, Employee Engagement, Management Development, New Hire Orientations, Training Delivery, Career Development, Interviews, HR Consulting, HR Policies, Employee Benefits, HRIS, Performance Management, Deferred Compensation, Onboarding, Employee Relations, Hiring, Talent Acquisition, Recruiting, Organizational Design, College Recruiting, Applicant Tracking..., Benefits Administration, Conflict Resolution, Executive Management, Job Analysis, Culture Change, Performance Consulting, Job Evaluation, Performance Improvement
Education
The University of Texas at San Antonio 1992 — 1996
Bachelor of Arts, Psychology
ICMI
St. Mary's University - Postgraduate work
Industrial/Organizational Psychology
Horace Mann January 2015 - Present
USAA January 2012 - December 2014
USAA March 2009 - January 2012
USAA February 2007 - March 2009
USAA August 2006 - February 2007
USAA, High Net Worth (Select®) May 2004 - August 2006
TD Waterhouse Investor Services December 2002 - September 2003
E*TRADE Financial May 2002 - December 2002
USAA, Investment Management Company August 1999 - May 2002
Skills
Microsoft Office, Strategic Leadership, Succession Planning, Leadership Development, Management, Leadership, Talent Management, Workforce Planning, Executive Coaching, Personnel Management, Strategic Planning, Training, Organizational..., Analysis, Process Improvement, Business Process..., Employee Training, Human Resources, Call Centers, Change Management, Organizational..., Coaching, Employee Engagement, Management Development, New Hire Orientations, Training Delivery, Career Development, Interviews, HR Consulting, HR Policies, Employee Benefits, HRIS, Performance Management, Deferred Compensation, Onboarding, Employee Relations, Hiring, Talent Acquisition, Recruiting, Organizational Design, College Recruiting, Applicant Tracking..., Benefits Administration, Conflict Resolution, Executive Management, Job Analysis, Culture Change, Performance Consulting, Job Evaluation, Performance Improvement
Education
The University of Texas at San Antonio 1992 — 1996
Bachelor of Arts, Psychology
ICMI
St. Mary's University - Postgraduate work
Industrial/Organizational Psychology
Eric Bohren Eric Bohren's E*TRADE Financial Experience 1999 - 2001
Job VP of Business Development at Conversica ★ Strategic Partners ★ M&A ★ Venture Capital
Industry Information Technology and Services
Experience
Dynamic Signal November 2014 - Present
Conversica October 2014 - Present
DocuSign, Inc. June 2010 - May 2014
Western Prospector 2006 - 2009
ZANTAZ 2001 - 2007
E*TRADE Financial 1999 - 2001
BOOZ ALLEN & HAMILTON 1996 - 1999
Broadview International 1992 - 1995
Skills
Mergers, Venture Capital, Go-to-market Strategy, Joint Ventures, Corporate Development, SaaS, Cloud Computing, Business Development, Business Alliances, Strategy, Mergers & Acquisitions, Product Marketing, Enterprise Software, Strategic Partnerships, Start-ups, Business Strategy, Business Planning, New Business Development, Leadership
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
University of Pennsylvania - The Lauder Institute 1995 — 1997
MA, International/Global Studies
University of California, Berkeley 1987 — 1991
BA, Political Science and Government
Dynamic Signal November 2014 - Present
Conversica October 2014 - Present
DocuSign, Inc. June 2010 - May 2014
Western Prospector 2006 - 2009
ZANTAZ 2001 - 2007
E*TRADE Financial 1999 - 2001
BOOZ ALLEN & HAMILTON 1996 - 1999
Broadview International 1992 - 1995
Skills
Mergers, Venture Capital, Go-to-market Strategy, Joint Ventures, Corporate Development, SaaS, Cloud Computing, Business Development, Business Alliances, Strategy, Mergers & Acquisitions, Product Marketing, Enterprise Software, Strategic Partnerships, Start-ups, Business Strategy, Business Planning, New Business Development, Leadership
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
University of Pennsylvania - The Lauder Institute 1995 — 1997
MA, International/Global Studies
University of California, Berkeley 1987 — 1991
BA, Political Science and Government
Angela2007 Beck Angela2007 Beck's E*TRADE Financial Experience June 2000 - April 2005
Job Creekside Elementary Comet Fund Board Member
Industry
Experience
Plantronics June 2006 - June 2008
General Dynamics June 2005 - January 2006
E*TRADE Financial June 2000 - April 2005
Education
UC Davis 1992 — 1994
Master of Business Administration (MBA), Accounting & Finance
UCSD 1988 — 1992
Bachelor's degree, Managerial Economics
Plantronics June 2006 - June 2008
General Dynamics June 2005 - January 2006
E*TRADE Financial June 2000 - April 2005
Education
UC Davis 1992 — 1994
Master of Business Administration (MBA), Accounting & Finance
UCSD 1988 — 1992
Bachelor's degree, Managerial Economics
Joseph Gleason Joseph Gleason's E*TRADE Financial Experience October 2005 - November 2006
Job Pension Program Manager I at CalSTRS
Industry Financial Services
Experience
CalSTRS May 2014 - Present
CalSTRS January 2014 - May 2014
CalSTRS January 2013 - December 2013
CalSTRS July 2012 - January 2013
Franklin Templeton Investments December 2006 - February 2009
E*TRADE Financial October 2005 - November 2006
Skills
Financial Services, Pensions, Customer Service, Microsoft Office, Risk Management, Financial Analysis, Analysis, Finance, Mutual Funds, Management, Financial Securities
Education
University of California, Davis 2009 — 2011
Bachelor's degree, Economics
Los Rios Community College 2007 — 2009
Business Administration and Management, General
CalSTRS May 2014 - Present
CalSTRS January 2014 - May 2014
CalSTRS January 2013 - December 2013
CalSTRS July 2012 - January 2013
Franklin Templeton Investments December 2006 - February 2009
E*TRADE Financial October 2005 - November 2006
Skills
Financial Services, Pensions, Customer Service, Microsoft Office, Risk Management, Financial Analysis, Analysis, Finance, Mutual Funds, Management, Financial Securities
Education
University of California, Davis 2009 — 2011
Bachelor's degree, Economics
Los Rios Community College 2007 — 2009
Business Administration and Management, General
Benedict Mok's E*TRADE Financial Experience 2007 - 2013
Job Senior Product Manager at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial 2007 - 2013
Mutant Logic 2006 - 2007
Teradyne, Inc 2000 - 2005
Skills
Product Development, SDLC, Product Management, Testing, Cross-functional Team..., Management, Product Marketing, Product Requirements, Analysis, Competitive Analysis, Agile Methodologies, System Design, Hardware Development, Software Development, Coding Languages
Education
University of California, Davis - Graduate School of Management 2005 — 2007
MBA, Marketing and Technology Management
University of California, Davis 1995 — 2000
BS, Electrical Engineering
E*TRADE Financial 2007 - 2013
Mutant Logic 2006 - 2007
Teradyne, Inc 2000 - 2005
Skills
Product Development, SDLC, Product Management, Testing, Cross-functional Team..., Management, Product Marketing, Product Requirements, Analysis, Competitive Analysis, Agile Methodologies, System Design, Hardware Development, Software Development, Coding Languages
Education
University of California, Davis - Graduate School of Management 2005 — 2007
MBA, Marketing and Technology Management
University of California, Davis 1995 — 2000
BS, Electrical Engineering
Maryam Longrus Maryam Longrus's E*TRADE Financial Experience 2004 - 2006
Job Lead Senior Consultant at SunGard
Industry Financial Services
Experience
eFront June 2013 - September 2014
LP Capital Advisors April 2007 - May 2013
Investors Bank & Trust 2007 - 2007
E*TRADE Financial 2004 - 2006
Skills
Private Equity, Alternative Investments, Investments, Valuation, Financial Services, Financial Modeling, Due Diligence, Asset Management, Portfolio Management, Venture Capital, Investment Banking, Capital Markets, Hedge Funds, Corporate Finance, Equities, Financial Analysis, Investment Management, Analysis, Derivatives, CRM
Education
University of California, Davis 2000 — 2004
Bachelor of Science (B.S.), Managerial Economics
eFront June 2013 - September 2014
LP Capital Advisors April 2007 - May 2013
Investors Bank & Trust 2007 - 2007
E*TRADE Financial 2004 - 2006
Skills
Private Equity, Alternative Investments, Investments, Valuation, Financial Services, Financial Modeling, Due Diligence, Asset Management, Portfolio Management, Venture Capital, Investment Banking, Capital Markets, Hedge Funds, Corporate Finance, Equities, Financial Analysis, Investment Management, Analysis, Derivatives, CRM
Education
University of California, Davis 2000 — 2004
Bachelor of Science (B.S.), Managerial Economics
Jason Oltchick Jason Oltchick's E*TRADE Financial Experience August 2005 - March 2008
Job Sr. Recruiter
Industry Staffing and Recruiting
Experience
DecisionPathHR August 2014 - Present
XOOM Energy November 2013 - Present
PointOne Recruiting Solutions January 2013 - September 2013
Employment Plus February 2012 - January 2013
Virginia Counselors January 2010 - August 2011
2-Markets, Inc March 2008 - October 2009
E*TRADE Financial August 2005 - March 2008
Mortgage Service Network March 2003 - July 2005
Skills
Recruiting, Human Resources, Management, New Business Development, Cold Calling, Strategic Planning, Sales, Technical Recruiting, Strategy, Marketing, Account Management, Finance, Sales Management, Direct Sales, Leadership, Temporary Staffing, Credit, Investments, Loans, Mortgage Lending, Manufacturing, Lateral Hiring, Executive Search, Social Media, Applicant Tracking..., Sourcing, Direct-hire, Temp-to-perm, Contingency Staffing, Engineer recruiting, Salary Negotiations, Payroll, Interviewing Skills, Performance Metrics, Passive Candidate..., Candidate Retention, Permanent Placement, Strategic Hiring, Corporate Recruiting, candidate consultation, Full-life Cycle..., Networking, Relationship Building, Internet Recruiting, interview process..., Analytical Skills
Education
University of Arizona 1998 — 2002
B.S. Resource Economics
DecisionPathHR August 2014 - Present
XOOM Energy November 2013 - Present
PointOne Recruiting Solutions January 2013 - September 2013
Employment Plus February 2012 - January 2013
Virginia Counselors January 2010 - August 2011
2-Markets, Inc March 2008 - October 2009
E*TRADE Financial August 2005 - March 2008
Mortgage Service Network March 2003 - July 2005
Skills
Recruiting, Human Resources, Management, New Business Development, Cold Calling, Strategic Planning, Sales, Technical Recruiting, Strategy, Marketing, Account Management, Finance, Sales Management, Direct Sales, Leadership, Temporary Staffing, Credit, Investments, Loans, Mortgage Lending, Manufacturing, Lateral Hiring, Executive Search, Social Media, Applicant Tracking..., Sourcing, Direct-hire, Temp-to-perm, Contingency Staffing, Engineer recruiting, Salary Negotiations, Payroll, Interviewing Skills, Performance Metrics, Passive Candidate..., Candidate Retention, Permanent Placement, Strategic Hiring, Corporate Recruiting, candidate consultation, Full-life Cycle..., Networking, Relationship Building, Internet Recruiting, interview process..., Analytical Skills
Education
University of Arizona 1998 — 2002
B.S. Resource Economics
Brett Francis's E*TRADE Financial Experience April 2009 - April 2010
Job Owner, Francis Financial Group
Industry Accounting
Experience
ADP April 2010 - Present
Francis Financial Group April 2009 - Present
E*TRADE Financial April 2009 - April 2010
Dave Allred Retirement Services June 2007 - December 2008
Fidelity Investments July 2005 - June 2007
Skills
Finance, Financial Analysis, Small Business, Management, Team Building, Strategic Planning, Accounting, Leadership, Budgets, CRM
Education
Thunderbird School of Global Management
Master of Business Administration (MBA)
University of Utah - David Eccles School of Business
Bachelor's degree, Finance
ADP April 2010 - Present
Francis Financial Group April 2009 - Present
E*TRADE Financial April 2009 - April 2010
Dave Allred Retirement Services June 2007 - December 2008
Fidelity Investments July 2005 - June 2007
Skills
Finance, Financial Analysis, Small Business, Management, Team Building, Strategic Planning, Accounting, Leadership, Budgets, CRM
Education
Thunderbird School of Global Management
Master of Business Administration (MBA)
University of Utah - David Eccles School of Business
Bachelor's degree, Finance
Darren DeFrance Darren DeFrance's E*TRADE Financial Experience February 2003 - July 2004
Job Attorney at Goldberg Jones
Industry Law Practice
Experience
Goldberg Jones August 2013 - Present
King County Prosecuting Attorney's Office 2011 - 2012
City of Vancouver, Washington February 2008 - September 2011
Sacramento County District Attorney's Office 2006 - 2007
E*TRADE Financial February 2003 - July 2004
Wells Fargo 1998 - 1999
Education
University of the Pacific - McGeorge School of Law 2004 — 2007
Doctor of Law (J.D.)
UC Davis 2000 — 2002
Bachelor of Arts (B.A.), Political Science and Government; Sociology
Goldberg Jones August 2013 - Present
King County Prosecuting Attorney's Office 2011 - 2012
City of Vancouver, Washington February 2008 - September 2011
Sacramento County District Attorney's Office 2006 - 2007
E*TRADE Financial February 2003 - July 2004
Wells Fargo 1998 - 1999
Education
University of the Pacific - McGeorge School of Law 2004 — 2007
Doctor of Law (J.D.)
UC Davis 2000 — 2002
Bachelor of Arts (B.A.), Political Science and Government; Sociology
Samantha Lee Samantha Lee's E*TRADE Financial Experience February 2000 - December 2000
Job VP of Site Management & Customer Experience
Industry Marketing and Advertising
Experience
Men's Wearhouse July 2015 - Present
bebe stores April 2013 - July 2015
2b bebe - bebe stores inc. division May 2012 - April 2013
Sanrio, Inc. - The Hello Kitty Company April 2008 - April 2012
Marketing Consultant January 2004 - March 2008
Archelan Design Studio April 2001 - May 2006
E*TRADE Financial February 2000 - December 2000
Charles Schwab July 1996 - January 2000
Skills
E-commerce, Email Marketing, Social Media, Mobile Commerce, Online Marketing, Web Development, SEM, Affiliate Marketing, Online Advertising, PPC, Web Analytics, Digital Marketing, Marketing, Direct Marketing, Start-ups, Strategy, Marketing Communications, Creative Direction, Management, Marketing Strategy
Education
University of California, Berkeley
Bachelor of Arts, Economics & Chinese Language and Literature
Men's Wearhouse July 2015 - Present
bebe stores April 2013 - July 2015
2b bebe - bebe stores inc. division May 2012 - April 2013
Sanrio, Inc. - The Hello Kitty Company April 2008 - April 2012
Marketing Consultant January 2004 - March 2008
Archelan Design Studio April 2001 - May 2006
E*TRADE Financial February 2000 - December 2000
Charles Schwab July 1996 - January 2000
Skills
E-commerce, Email Marketing, Social Media, Mobile Commerce, Online Marketing, Web Development, SEM, Affiliate Marketing, Online Advertising, PPC, Web Analytics, Digital Marketing, Marketing, Direct Marketing, Start-ups, Strategy, Marketing Communications, Creative Direction, Management, Marketing Strategy
Education
University of California, Berkeley
Bachelor of Arts, Economics & Chinese Language and Literature
Steve Yarnevich's E*TRADE Financial Experience November 2000 - June 2005
Job Director of Operations
Industry Wireless
Experience
HYLA Mobile - Extending the Life Cycle of Mobile Devices April 2010 - Present
Ameriprise Financial February 2006 - October 2009
E*TRADE Financial November 2000 - June 2005
Education
The University of Kansas 1996 — 2000
Bachelor of Science, Business Administration
HYLA Mobile - Extending the Life Cycle of Mobile Devices April 2010 - Present
Ameriprise Financial February 2006 - October 2009
E*TRADE Financial November 2000 - June 2005
Education
The University of Kansas 1996 — 2000
Bachelor of Science, Business Administration
Kevin Hopke Kevin Hopke's E*TRADE Financial Experience February 2001 - July 2003
Job Senor Documentation Manager WebCenter Portal at Oracle
Industry Information Technology and Services
Experience
Oracle May 2014 - Present
Oracle March 2013 - May 2014
Oracle Corporation February 2010 - March 2013
Sun Microsystems January 2009 - February 2010
Sun Microsystems August 2007 - January 2009
Sun Microsystems September 2003 - August 2007
E*TRADE Financial February 2001 - July 2003
First Calgary Savings September 1999 - March 2000
Bank of Montreal September 1999 - March 2000
Investors Group October 1995 - November 1997
Skills
FrameMaker, Unix, Enterprise Software, EAI, Technical Writing, Online Help, Professional Services, SOA, Software Documentation, Management, HTML, Technical Documentation, Program Management, Leadership, Strategy, Requirements Analysis, XML, Technical Communication, Programming, User Experience, Training, Enterprise Architecture, Agile Methodologies, Quality Assurance, Integration, DITA, Middleware, Content Management
Education
The University of Winnipeg 1990 — 1995
BA, Remote Sensing and Geographic Information Systems
The University of Winnipeg
Bachelor of Arts (BA), Geography and Geographic Informaiton Science
Oracle May 2014 - Present
Oracle March 2013 - May 2014
Oracle Corporation February 2010 - March 2013
Sun Microsystems January 2009 - February 2010
Sun Microsystems August 2007 - January 2009
Sun Microsystems September 2003 - August 2007
E*TRADE Financial February 2001 - July 2003
First Calgary Savings September 1999 - March 2000
Bank of Montreal September 1999 - March 2000
Investors Group October 1995 - November 1997
Skills
FrameMaker, Unix, Enterprise Software, EAI, Technical Writing, Online Help, Professional Services, SOA, Software Documentation, Management, HTML, Technical Documentation, Program Management, Leadership, Strategy, Requirements Analysis, XML, Technical Communication, Programming, User Experience, Training, Enterprise Architecture, Agile Methodologies, Quality Assurance, Integration, DITA, Middleware, Content Management
Education
The University of Winnipeg 1990 — 1995
BA, Remote Sensing and Geographic Information Systems
The University of Winnipeg
Bachelor of Arts (BA), Geography and Geographic Informaiton Science
Faisal Aziz's E*TRADE Financial Experience July 2003 - November 2003
Job Staff Services Manager at California Department of Social Services
Industry Government Administration
Experience
California Department of Social Services March 2008 - Present
Red Robin February 1998 - October 2010
E*TRADE Financial July 2003 - November 2003
Skills
Data Analysis, Microsoft Excel, Microsoft Office, Customer Service, Leadership, Team Building, Organizational..., Microsoft Word, Public Speaking, Training, Policy Analysis, Event Planning, Management, PowerPoint, Human Resources, Community Outreach, Research, Sales, Social Media
Education
University of California, Davis 1996 — 2002
Bachelor of Science, Managerial Economics
California Department of Social Services March 2008 - Present
Red Robin February 1998 - October 2010
E*TRADE Financial July 2003 - November 2003
Skills
Data Analysis, Microsoft Excel, Microsoft Office, Customer Service, Leadership, Team Building, Organizational..., Microsoft Word, Public Speaking, Training, Policy Analysis, Event Planning, Management, PowerPoint, Human Resources, Community Outreach, Research, Sales, Social Media
Education
University of California, Davis 1996 — 2002
Bachelor of Science, Managerial Economics
Patricia Gonzales Patricia Gonzales's E*TRADE Financial Experience December 2003 - December 2005
Job Human Resources Professional
Industry Human Resources
Experience
Experian January 2015 - Present
Experian April 2012 - January 2015
Alexandria Real Estate Equities, Inc. June 2008 - April 2012
CB Richard Ellis June 2007 - June 2008
Haggar Clothing Co. May 2006 - June 2007
E*TRADE Financial December 2003 - December 2005
Skills
Talent Acquisition, Project Management, Personnel Management, Performance Management, Onboarding, Human Resources, Employee Relations, Employee Engagement
Education
University of California, Berkeley
BA, Psychology
Experian January 2015 - Present
Experian April 2012 - January 2015
Alexandria Real Estate Equities, Inc. June 2008 - April 2012
CB Richard Ellis June 2007 - June 2008
Haggar Clothing Co. May 2006 - June 2007
E*TRADE Financial December 2003 - December 2005
Skills
Talent Acquisition, Project Management, Personnel Management, Performance Management, Onboarding, Human Resources, Employee Relations, Employee Engagement
Education
University of California, Berkeley
BA, Psychology
Jesse Zuckerman Jesse Zuckerman's E*TRADE Financial Experience February 2005 - April 2008
Job Realtor John Aaroe Group/Operations for City Wall Construction, Inc
Industry Construction
Experience
John Aaroe Group May 2014 - Present
City Wall Construction, Inc January 2012 - Present
MGR Real Estate October 2009 - Present
E*TRADE Financial February 2005 - April 2008
Skills
Real Estate, REO, Investment Properties, Investors, Leases, Residential Homes, Relocation, Short Sales, Real Estate Transactions, Foreclosures, Commercial Real Estate, First Time Home Buyers, Sellers, Property Management, Collections, Business Process..., Business Analysis, Business Strategy
Education
University of Arizona
John Aaroe Group May 2014 - Present
City Wall Construction, Inc January 2012 - Present
MGR Real Estate October 2009 - Present
E*TRADE Financial February 2005 - April 2008
Skills
Real Estate, REO, Investment Properties, Investors, Leases, Residential Homes, Relocation, Short Sales, Real Estate Transactions, Foreclosures, Commercial Real Estate, First Time Home Buyers, Sellers, Property Management, Collections, Business Process..., Business Analysis, Business Strategy
Education
University of Arizona
Jean Elzayek's E*TRADE Financial Experience April 2007 - July 2008
Job Vice President. LPL General Securities Principal
Industry Financial Services
Experience
LPL Financial -Financial Resources Group June 2014 - Present
Merrill Lynch July 2011 - June 2014
LPL Financial January 2010 - July 2011
UVEST Financial Services September 2008 - 2010
E*Trade Financial April 2007 - July 2008
E*TRADE Financial August 2006 - April 2007
E*TRADE Financial May 2003 - August 2006
Skills
Financial Services, Leadership, Securities, Call Centers, FINRA, Series 7, Series 63, Management, Trading, Insurance, Training, Outsourcing, Process Improvement, Fraud, Financial Risk, Team Leadership, Call Center
Education
University of California, Davis 1994 — 1998
BS, Economics and International Relations
LPL Financial -Financial Resources Group June 2014 - Present
Merrill Lynch July 2011 - June 2014
LPL Financial January 2010 - July 2011
UVEST Financial Services September 2008 - 2010
E*Trade Financial April 2007 - July 2008
E*TRADE Financial August 2006 - April 2007
E*TRADE Financial May 2003 - August 2006
Skills
Financial Services, Leadership, Securities, Call Centers, FINRA, Series 7, Series 63, Management, Trading, Insurance, Training, Outsourcing, Process Improvement, Fraud, Financial Risk, Team Leadership, Call Center
Education
University of California, Davis 1994 — 1998
BS, Economics and International Relations
Michael Preis, CFA Michael Preis, CFA's E*TRADE Financial Experience May 2006 - August 2008
Job Regional Director at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors January 2014 - Present
Dimensional Fund Advisors July 2010 - December 2013
MBA Investment Fund LLC October 2008 - May 2010
Employees Retirement System of Texas June 2009 - August 2009
E*TRADE Financial May 2006 - August 2008
Skills
Investments, Asset Allocation, Portfolio Management, Mutual Funds, Emerging Markets, Financial Modeling, Equities, Asset Managment, Fixed Income, Wealth Management, Investment Strategies, Investment Management, Investment Advisory, Hedge Funds, Valuation, Asset Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2010
MBA, Investment Management
University of Southern California 1999 — 2003
Bachelor of Science, Finance
Episcopal High School, Baton Rouge, LA 1995 — 1999
Dimensional Fund Advisors January 2014 - Present
Dimensional Fund Advisors July 2010 - December 2013
MBA Investment Fund LLC October 2008 - May 2010
Employees Retirement System of Texas June 2009 - August 2009
E*TRADE Financial May 2006 - August 2008
Skills
Investments, Asset Allocation, Portfolio Management, Mutual Funds, Emerging Markets, Financial Modeling, Equities, Asset Managment, Fixed Income, Wealth Management, Investment Strategies, Investment Management, Investment Advisory, Hedge Funds, Valuation, Asset Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2010
MBA, Investment Management
University of Southern California 1999 — 2003
Bachelor of Science, Finance
Episcopal High School, Baton Rouge, LA 1995 — 1999
John McCollum's E*TRADE Financial Experience September 2008 - June 2009
Job Nuclear Sub Officer at US Navy
Industry Military
Experience
US Navy January 2010 - August 2014
E*TRADE Financial September 2008 - June 2009
Skills
Nuclear Technology, Finance, Series 7, Management, Leadership, Budget Management, Conflict Resolution, Classified Information..., Industrial Control..., Industrial Equipment..., Process Analysis and..., Process/Program..., Risk Management, Schedule/Itenerary..., Documenting and Record..., Teaching/Instruction, Engineering, Training, Reactor, Navy, Nuclear, Strategic Financial..., Budgets
Education
University of Kansas 2003 — 2007
Bachelor of Science (B.S.), Finance, concentration in chemistry
US Navy January 2010 - August 2014
E*TRADE Financial September 2008 - June 2009
Skills
Nuclear Technology, Finance, Series 7, Management, Leadership, Budget Management, Conflict Resolution, Classified Information..., Industrial Control..., Industrial Equipment..., Process Analysis and..., Process/Program..., Risk Management, Schedule/Itenerary..., Documenting and Record..., Teaching/Instruction, Engineering, Training, Reactor, Navy, Nuclear, Strategic Financial..., Budgets
Education
University of Kansas 2003 — 2007
Bachelor of Science (B.S.), Finance, concentration in chemistry
Kevin Fitzgerald Kevin Fitzgerald's E*TRADE Financial Experience May 2000 - September 2001
Job Operations Executive | EVP, Bank Operations
Industry Banking
Experience
Busey Bank June 2014 - Present
Bangor Savings Bank June 2010 - August 2013
TD Bank November 2008 - June 2010
Citibank February 2005 - October 2008
University of Sheffield Graduate School December 2002 - November 2004
CheckFree October 2001 - November 2002
E*TRADE Financial May 2000 - September 2001
E*TRADE Financial November 1999 - May 2000
Citibank June 1998 - October 1999
Citi 1996 - 1998
Skills
Operations Management, Risk Management, Process Improvement, Change Management, Leadership, Business Process..., Product Management, Banking, Retail Banking, Project Management, Program Management, Thought Leadership, Portfolio Management, Team Building, Cross-functional Team..., Credit, Strategy, Vendor Management, Financial Services, Coaching, Customer Profitability, Operational Risk, Continuous Improvement, International Project..., Business Strategy, Business Analysis, Management, Executive Management, Finance
Education
The University of Sheffield 2003 — 2004
MA, Archaeology
University of Maine 1983 — 1988
BA, BA, History, Math
Busey Bank June 2014 - Present
Bangor Savings Bank June 2010 - August 2013
TD Bank November 2008 - June 2010
Citibank February 2005 - October 2008
University of Sheffield Graduate School December 2002 - November 2004
CheckFree October 2001 - November 2002
E*TRADE Financial May 2000 - September 2001
E*TRADE Financial November 1999 - May 2000
Citibank June 1998 - October 1999
Citi 1996 - 1998
Skills
Operations Management, Risk Management, Process Improvement, Change Management, Leadership, Business Process..., Product Management, Banking, Retail Banking, Project Management, Program Management, Thought Leadership, Portfolio Management, Team Building, Cross-functional Team..., Credit, Strategy, Vendor Management, Financial Services, Coaching, Customer Profitability, Operational Risk, Continuous Improvement, International Project..., Business Strategy, Business Analysis, Management, Executive Management, Finance
Education
The University of Sheffield 2003 — 2004
MA, Archaeology
University of Maine 1983 — 1988
BA, BA, History, Math
Elba Barnaby Elba Barnaby's E*TRADE Financial Experience 2003 - 2005
Job Multilingual Financial Professional
Industry Financial Services
Experience
BB&T September 2014 - Present
Patheon/DSM January 2014 - September 2014
Andrews Federal Credit Union August 2011 - April 2013
E*TRADE Financial 2003 - 2005
Millennium Bank, N.A. 2002 - 2003
Mid-State Bank & Trust 1998 - 2001
Skills
Retail Banking, Risk Management, Consumer Lending, Credit Analysis, Cross Selling, Deposits, Loan Origination, Credit Cards, Cash Management, Computers:MS Office..., Bank Safety & Security, Budgeting, Financial Briefer, Event Planning, Bank Compliance, Training & Development, Employee Recruiting and..., Cost Variance Analysis, Business development, Multicultural Outreach
Education
Trident University International 2010 — 2012
Master of Business Administration (MBA), Business Administration/Concentration in Finance, GPA: 3.97
Trident University International 2005 — 2009
Bachelor of Business Administration (BBA), Business Administration/Concentration in Finance, GPA: 3.96
BB&T September 2014 - Present
Patheon/DSM January 2014 - September 2014
Andrews Federal Credit Union August 2011 - April 2013
E*TRADE Financial 2003 - 2005
Millennium Bank, N.A. 2002 - 2003
Mid-State Bank & Trust 1998 - 2001
Skills
Retail Banking, Risk Management, Consumer Lending, Credit Analysis, Cross Selling, Deposits, Loan Origination, Credit Cards, Cash Management, Computers:MS Office..., Bank Safety & Security, Budgeting, Financial Briefer, Event Planning, Bank Compliance, Training & Development, Employee Recruiting and..., Cost Variance Analysis, Business development, Multicultural Outreach
Education
Trident University International 2010 — 2012
Master of Business Administration (MBA), Business Administration/Concentration in Finance, GPA: 3.97
Trident University International 2005 — 2009
Bachelor of Business Administration (BBA), Business Administration/Concentration in Finance, GPA: 3.96
Gary (Guangrui) Su's E*TRADE Financial Experience November 2013 - Present
Job Analysis Programmer at E*TRADE Financial
Industry Computer Software
Experience
E*TRADE Financial November 2013 - Present
University of San Francisco August 2011 - Present
University of San Francisco June 2012 - May 2013
Chinasoft International September 2009 - September 2009
Skills
JSP, Networking, HTML, DNS, Servers, Python, Hardware, Testing, Storage, Databases
Education
University of San Francisco 2011 — 2013
Master of Science (MS), Computer Science
Tianjin University 2006 — 2010
Bachelor's degree, Computer Software Engineering
E*TRADE Financial November 2013 - Present
University of San Francisco August 2011 - Present
University of San Francisco June 2012 - May 2013
Chinasoft International September 2009 - September 2009
Skills
JSP, Networking, HTML, DNS, Servers, Python, Hardware, Testing, Storage, Databases
Education
University of San Francisco 2011 — 2013
Master of Science (MS), Computer Science
Tianjin University 2006 — 2010
Bachelor's degree, Computer Software Engineering
Jeff Whitworth Jeff Whitworth's E*TRADE Financial Experience 2011 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
E*TRADE Financial 2011 - 2012
SunTrust Investment Services October 2007 - February 2011
Wachovia Securities February 2003 - October 2007
Raymond James October 2000 - January 2003
Skills
Investments, Series 7, Series 63, Securities, Fixed Income, Asset Allocation, Asset Management, Uniform Combined State...
Education
The University of Memphis 1993 — 1995
Master of Business Administration (M.B.A.), International Business
The University of Memphis 1990 — 1992
Bachelor of Arts (B.A.), French Studies
E*TRADE Financial 2011 - 2012
SunTrust Investment Services October 2007 - February 2011
Wachovia Securities February 2003 - October 2007
Raymond James October 2000 - January 2003
Skills
Investments, Series 7, Series 63, Securities, Fixed Income, Asset Allocation, Asset Management, Uniform Combined State...
Education
The University of Memphis 1993 — 1995
Master of Business Administration (M.B.A.), International Business
The University of Memphis 1990 — 1992
Bachelor of Arts (B.A.), French Studies
Mark Mastoras Mark Mastoras's E*TRADE Financial Experience September 2001 - July 2006
Job DevOps Consultant
Industry Internet
Experience
Appthority September 2014 - Present
Spongecell August 2012 - January 2015
Gild August 2009 - February 2012
DPRails Software Inc. August 2007 - July 2009
VizzVox Inc. August 2006 - July 2007
E*TRADE Financial September 2001 - July 2006
ClearStation, Inc July 2000 - September 2001
ClearStation Inc June 1999 - July 2000
Independent November 1994 - May 2000
Skills
Ruby on Rails, Git, REST, Perl, Software Development, Ruby, Node.js, XHTML, Amazon Web Services..., MySQL, JSON, Software Engineering, Scalability, Apache, JavaScript, CSS, Amazon S3, Scrum, Amazon EC2, Databases, S3, EC2, C, C++, Heroku, EngineYard, jQuery, Technology Planning, Information Architecture, Chef, Nginx, Unicorn, Redis, Yarn, Hadoop, ElasticSearch, Kafka, Opsworks, Linux, Cloud Computing, System Administration, Troubleshooting, Amazon VPC
Education
Tufts University
BSEE
Appthority September 2014 - Present
Spongecell August 2012 - January 2015
Gild August 2009 - February 2012
DPRails Software Inc. August 2007 - July 2009
VizzVox Inc. August 2006 - July 2007
E*TRADE Financial September 2001 - July 2006
ClearStation, Inc July 2000 - September 2001
ClearStation Inc June 1999 - July 2000
Independent November 1994 - May 2000
Skills
Ruby on Rails, Git, REST, Perl, Software Development, Ruby, Node.js, XHTML, Amazon Web Services..., MySQL, JSON, Software Engineering, Scalability, Apache, JavaScript, CSS, Amazon S3, Scrum, Amazon EC2, Databases, S3, EC2, C, C++, Heroku, EngineYard, jQuery, Technology Planning, Information Architecture, Chef, Nginx, Unicorn, Redis, Yarn, Hadoop, ElasticSearch, Kafka, Opsworks, Linux, Cloud Computing, System Administration, Troubleshooting, Amazon VPC
Education
Tufts University
BSEE
Scott Ross, PMP Scott Ross, PMP's E*TRADE Financial Experience October 2007 - November 2012
Job Project Manager at KimberlyClark
Industry Information Technology and Services
Experience
Kimberly-Clark January 2015 - Present
GSquared Group February 2013 - Present
FINCA International February 2013 - January 2015
TMX Finance December 2012 - February 2013
E*TRADE FINANCIAL October 2007 - November 2012
SunTrust Bank, Inc November 2003 - September 2007
Anthem BCBS September 2003 - November 2003
Verizon March 2003 - August 2003
Blue Cross Blue Shield of Florida October 2002 - March 2003
Elsevier Sience November 2001 - October 2002
Skills
PMP, PMI, Software Project..., Program Management, Portfolio Management, Project Management, Business Intelligence, Vendor Management, SDLC, Agile & Waterfall..., Infrastructure, Data Warehousing, Business Analysis, Software Development, International Project..., Agile Methodologies, Enterprise Architecture, Enterprise Software, IT Strategy, Business Process, Requirements Analysis, Management, Project Portfolio..., Team Management, Business Process..., Resource Management, Requirements Gathering, Risk Management, IT Management, Strategy, Agile Project Management, Solution Architecture, Project Delivery, Governance, MS Project, PRINCE2, Leadership, Process Improvement, Integration, Information Technology, Outsourcing, PMO, Stakeholder Management, IT Service Management, ITIL, CRM, Cross-functional Team..., Change Management, Data Governance, Project Governance
Education
The University of Stirling 1992 — 1993
MSc, Neural Computation
The University of Glasgow 1984 — 1989
B.Eng, Engineering
Kimberly-Clark January 2015 - Present
GSquared Group February 2013 - Present
FINCA International February 2013 - January 2015
TMX Finance December 2012 - February 2013
E*TRADE FINANCIAL October 2007 - November 2012
SunTrust Bank, Inc November 2003 - September 2007
Anthem BCBS September 2003 - November 2003
Verizon March 2003 - August 2003
Blue Cross Blue Shield of Florida October 2002 - March 2003
Elsevier Sience November 2001 - October 2002
Skills
PMP, PMI, Software Project..., Program Management, Portfolio Management, Project Management, Business Intelligence, Vendor Management, SDLC, Agile & Waterfall..., Infrastructure, Data Warehousing, Business Analysis, Software Development, International Project..., Agile Methodologies, Enterprise Architecture, Enterprise Software, IT Strategy, Business Process, Requirements Analysis, Management, Project Portfolio..., Team Management, Business Process..., Resource Management, Requirements Gathering, Risk Management, IT Management, Strategy, Agile Project Management, Solution Architecture, Project Delivery, Governance, MS Project, PRINCE2, Leadership, Process Improvement, Integration, Information Technology, Outsourcing, PMO, Stakeholder Management, IT Service Management, ITIL, CRM, Cross-functional Team..., Change Management, Data Governance, Project Governance
Education
The University of Stirling 1992 — 1993
MSc, Neural Computation
The University of Glasgow 1984 — 1989
B.Eng, Engineering
Joseph (Asperin) Bowik's E*TRADE Financial Experience February 2000 - April 2003
Job Creative Director
Industry Internet
Experience
HealthGrades June 2011 - Present
Playdom April 2010 - May 2011
Chegg Inc. June 2009 - March 2010
Green.com January 2008 - December 2008
Match.com November 2004 - December 2007
E*TRADE Financial February 2000 - April 2003
Event411.com March 1999 - February 2000
Jim Henson Interactive January 1997 - January 1998
Disney Interactive February 1995 - April 1997
Magnet Interactive Studios June 1994 - January 1995
Skills
Creative Direction, Art Direction, Prototyping, Graphics, 3D animation, Illustration, Computer Animation, Web Design, Logo Design, Mac, Brochures
Education
University of Washington 1987 — 1990
BFA, Graphic Design
University of California, Berkeley 1985 — 1987
HealthGrades June 2011 - Present
Playdom April 2010 - May 2011
Chegg Inc. June 2009 - March 2010
Green.com January 2008 - December 2008
Match.com November 2004 - December 2007
E*TRADE Financial February 2000 - April 2003
Event411.com March 1999 - February 2000
Jim Henson Interactive January 1997 - January 1998
Disney Interactive February 1995 - April 1997
Magnet Interactive Studios June 1994 - January 1995
Skills
Creative Direction, Art Direction, Prototyping, Graphics, 3D animation, Illustration, Computer Animation, Web Design, Logo Design, Mac, Brochures
Education
University of Washington 1987 — 1990
BFA, Graphic Design
University of California, Berkeley 1985 — 1987
Thomas Williams, MS Thomas Williams, MS's E*TRADE Financial Experience December 2013 - Present
Job Tax & Retirement Specialist at E*Trade Financial
Industry Financial Services
Experience
E*TRADE Financial December 2013 - Present
Volunteer Income Tax Assistance January 2014 - April 2014
E*TRADE Financial May 2013 - December 2013
University of Georgia August 2011 - December 2012
Aspire Clinic June 2011 - December 2012
Abacus Planning Group June 2008 - August 2008
Freedom First Federal Credit Union March 2007 - March 2008
Skills
Finance, Strategic Financial..., Financial Services, Microsoft Excel, Personal Finance, Investments, Public Speaking, Financial Advisory, Insurance, Teaching, Customer Service, PowerPoint, Financial Analysis, Microsoft Word, Leadership, Tax Preparation, Tax, Time Management, Research, Budgets, Estate Planning, Financial Counseling, Credit Analysis, Highly Personable, Higher Education, Data Analysis, Student Affairs, Retirement, Comprehensive Planning, Debt Management, Statistics, Analysis, Financial Modeling, Personal Budgeting, Personal Tax Planning, Retirement Planning, Benefits Analysis, Communication Skills, Mentoring, Microsoft PowerPoint, SPSS, Financial Accounting, Community Outreach, Loans, Access, Nonprofits, Cash Flow, Personal Financial..., Series 7
Education
The University of Georgia 2010 — 2012
M.S., Housing and Consumer Economics - Major: Financial Planning
Virginia Polytechnic Institute and State University 2002 — 2008
B.S., Agriculture and Applied Economics - Major: Personal Financial Planning
Virginia Polytechnic Institute and State University - Pamplin College of Business 2002 — 2008
B.S., Management - Human Resources
E*TRADE Financial December 2013 - Present
Volunteer Income Tax Assistance January 2014 - April 2014
E*TRADE Financial May 2013 - December 2013
University of Georgia August 2011 - December 2012
Aspire Clinic June 2011 - December 2012
Abacus Planning Group June 2008 - August 2008
Freedom First Federal Credit Union March 2007 - March 2008
Skills
Finance, Strategic Financial..., Financial Services, Microsoft Excel, Personal Finance, Investments, Public Speaking, Financial Advisory, Insurance, Teaching, Customer Service, PowerPoint, Financial Analysis, Microsoft Word, Leadership, Tax Preparation, Tax, Time Management, Research, Budgets, Estate Planning, Financial Counseling, Credit Analysis, Highly Personable, Higher Education, Data Analysis, Student Affairs, Retirement, Comprehensive Planning, Debt Management, Statistics, Analysis, Financial Modeling, Personal Budgeting, Personal Tax Planning, Retirement Planning, Benefits Analysis, Communication Skills, Mentoring, Microsoft PowerPoint, SPSS, Financial Accounting, Community Outreach, Loans, Access, Nonprofits, Cash Flow, Personal Financial..., Series 7
Education
The University of Georgia 2010 — 2012
M.S., Housing and Consumer Economics - Major: Financial Planning
Virginia Polytechnic Institute and State University 2002 — 2008
B.S., Agriculture and Applied Economics - Major: Personal Financial Planning
Virginia Polytechnic Institute and State University - Pamplin College of Business 2002 — 2008
B.S., Management - Human Resources
Kristina Shaw Kristina Shaw's E*TRADE Financial Experience June 2009 - September 2010
Job Advertising Regulatory Analyst at Financial Industry Regulatory Authority (FINRA)
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) January 2014 - Present
Financial Industry Regulatory Authority (FINRA) September 2010 - January 2014
E*TRADE Financial June 2009 - September 2010
E*TRADE Financial May 2008 - June 2009
Skills
Securities, Bloomberg, Equities, Fixed Income, AML, FINRA, Financial Services, Bonds, Bloomberg Terminal, Finance, ETFs, Banking
Education
University of Maryland University College 2011 — 2015
Master's degree, Accounting and Financial Managmement
Towson University 2004 — 2008
Bachelor's degree, Business and Finance
Financial Industry Regulatory Authority (FINRA) January 2014 - Present
Financial Industry Regulatory Authority (FINRA) September 2010 - January 2014
E*TRADE Financial June 2009 - September 2010
E*TRADE Financial May 2008 - June 2009
Skills
Securities, Bloomberg, Equities, Fixed Income, AML, FINRA, Financial Services, Bonds, Bloomberg Terminal, Finance, ETFs, Banking
Education
University of Maryland University College 2011 — 2015
Master's degree, Accounting and Financial Managmement
Towson University 2004 — 2008
Bachelor's degree, Business and Finance
David Covell's E*TRADE Financial Experience March 2001 - September 2007
Job Product, brand, business builder
Industry Internet
Experience
Credit Karma December 2014 - Present
Alembic Goods March 2013 - Present
Friends of the Urban Forest June 2011 - June 2014
Covell & Jones April 2012 - March 2013
Yahoo! March 2011 - June 2012
Yahoo! March 2010 - March 2011
Yahoo! March 2009 - March 2010
Yahoo! September 2007 - March 2009
Killing My Lobster August 2005 - August 2008
E*TRADE Financial March 2001 - September 2007
Skills
Product Management, Product Marketing, Customer Experience, Product Strategy, Online Advertising, Product Requirements, Mobile, User Experience, Competitive Analysis, E-commerce, Go-to-market Strategy, Product Development, Mobile Devices, Partnerships, Product Design, Business Operations, Business Development, International Business, Leadership, Marketing Strategy, Management, Enterprise Software, Program Management, Marketing
Education
University of Kansas 1994 — 1999
B.S., Business Administration
Codecademy
Credit Karma December 2014 - Present
Alembic Goods March 2013 - Present
Friends of the Urban Forest June 2011 - June 2014
Covell & Jones April 2012 - March 2013
Yahoo! March 2011 - June 2012
Yahoo! March 2010 - March 2011
Yahoo! March 2009 - March 2010
Yahoo! September 2007 - March 2009
Killing My Lobster August 2005 - August 2008
E*TRADE Financial March 2001 - September 2007
Skills
Product Management, Product Marketing, Customer Experience, Product Strategy, Online Advertising, Product Requirements, Mobile, User Experience, Competitive Analysis, E-commerce, Go-to-market Strategy, Product Development, Mobile Devices, Partnerships, Product Design, Business Operations, Business Development, International Business, Leadership, Marketing Strategy, Management, Enterprise Software, Program Management, Marketing
Education
University of Kansas 1994 — 1999
B.S., Business Administration
Codecademy
Eric Goldstein's E*TRADE Financial Experience July 2006 - August 2007
Job Investment Counselor at David Lerner Associates, Inc.
Industry Financial Services
Experience
David Lerner Associates, Inc. September 2014 - Present
Freelance September 2013 - September 2014
Lenox Advisors July 2012 - August 2013
Black Shield Infrared Seamless Asphalt Repair, resulting from LBE Acquisitions & Investments August 2007 - July 2012
E*TRADE Financial July 2006 - August 2007
Morgan Stanley December 1998 - August 2005
Newmark & Co. Real Estate, Inc. April 1990 - December 1998
Skills
Financial Advisory, Investments, Asset Managment, Risk Management, Securities, Fixed Income, Hedge Funds, Asset Allocation, Estate Planning, Retirement Planning, Mutual Funds, Finance, Due Diligence, Insurance, Strategic Financial..., Retirement, 401k, Strategy, Asset Management, Financial Planning
Education
Tulane University 1985 — 1989
BA, Communication
David Lerner Associates, Inc. September 2014 - Present
Freelance September 2013 - September 2014
Lenox Advisors July 2012 - August 2013
Black Shield Infrared Seamless Asphalt Repair, resulting from LBE Acquisitions & Investments August 2007 - July 2012
E*TRADE Financial July 2006 - August 2007
Morgan Stanley December 1998 - August 2005
Newmark & Co. Real Estate, Inc. April 1990 - December 1998
Skills
Financial Advisory, Investments, Asset Managment, Risk Management, Securities, Fixed Income, Hedge Funds, Asset Allocation, Estate Planning, Retirement Planning, Mutual Funds, Finance, Due Diligence, Insurance, Strategic Financial..., Retirement, 401k, Strategy, Asset Management, Financial Planning
Education
Tulane University 1985 — 1989
BA, Communication
Tristan Ludwig, CFP® Tristan Ludwig, CFP®'s E*TRADE Financial Experience October 2012 - September 2015
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
E*TRADE Financial October 2012 - September 2015
Patelco Credit Union July 2012 - October 2012
CUSO September 2009 - December 2011
The San Francisco Bay Area Insurance Agency July 2007 - September 2009
Wells Fargo Bank September 2006 - June 2007
Wells Fargo Bank August 2005 - September 2006
Education
University of Arizona 2000 — 2004
BA, Economics
Fidelity Investments September 2015 - Present
E*TRADE Financial October 2012 - September 2015
Patelco Credit Union July 2012 - October 2012
CUSO September 2009 - December 2011
The San Francisco Bay Area Insurance Agency July 2007 - September 2009
Wells Fargo Bank September 2006 - June 2007
Wells Fargo Bank August 2005 - September 2006
Education
University of Arizona 2000 — 2004
BA, Economics
Puneet Sehgal's E*TRADE Financial Experience February 2002 - May 2005
Job Sr. Account Executive at The Judge Group
Industry Financial Services
Experience
The Judge Group August 2015 - Present
The Judge Group April 2013 - August 2015
Nelson Technology April 2012 - April 2013
e-Infotek Solutions August 2010 - February 2012
Accountants Incorporated September 2007 - January 2009
Robert Half International February 2006 - April 2007
E*TRADE Financial February 2002 - May 2005
Skills
Employee Engagement, Interviews, Payroll, Quality Assurance, Insurance, Salesforce.com, Technical Recruiting, New Business Development, SFDC, Account Management, Vendor Management, IT contract negotiation, Talent Management, Analysis, Applicant Tracking..., Business Development, Cloud Computing, Finance, Management, Recruiting, Talent Acquisition, Training
Education
University of California, Davis
The Judge Group August 2015 - Present
The Judge Group April 2013 - August 2015
Nelson Technology April 2012 - April 2013
e-Infotek Solutions August 2010 - February 2012
Accountants Incorporated September 2007 - January 2009
Robert Half International February 2006 - April 2007
E*TRADE Financial February 2002 - May 2005
Skills
Employee Engagement, Interviews, Payroll, Quality Assurance, Insurance, Salesforce.com, Technical Recruiting, New Business Development, SFDC, Account Management, Vendor Management, IT contract negotiation, Talent Management, Analysis, Applicant Tracking..., Business Development, Cloud Computing, Finance, Management, Recruiting, Talent Acquisition, Training
Education
University of California, Davis
Douglas Adair Douglas Adair's E*TRADE Financial Experience 2001 - 2005
Job Associate at Newbold Advisors
Industry Capital Markets
Experience
Newbold Advisors 2011 - Present
Bethpage Federal Credit Union October 2010 - June 2011
American Home Mortgage 2006 - 2007
E*Trade May 2001 - June 2005
E*TRADE Financial 2001 - 2005
Hinton Mortgage Company/The Adair Advisory Group 1981 - 2001
Skills
Mortgage Lending, Market Risk
Education
The University of Memphis 1972 — 1976
BBA, International Business
Newbold Advisors 2011 - Present
Bethpage Federal Credit Union October 2010 - June 2011
American Home Mortgage 2006 - 2007
E*Trade May 2001 - June 2005
E*TRADE Financial 2001 - 2005
Hinton Mortgage Company/The Adair Advisory Group 1981 - 2001
Skills
Mortgage Lending, Market Risk
Education
The University of Memphis 1972 — 1976
BBA, International Business
Amy Obana Amy Obana's E*TRADE Financial Experience April 2003 - April 2005
Job
Industry Human Resources
Experience
Twitter June 2014 - March 2015
Twitter January 2013 - May 2014
Twitter April 2011 - December 2012
Twitter December 2010 - March 2011
eHealth Inc February 2010 - August 2010
Ning May 2008 - October 2009
SEVEN Networks, Inc. January 2006 - April 2008
E*TRADE Financial April 2003 - April 2005
Luminous Networks December 2000 - April 2003
RealNames Corp June 1999 - November 2000
Education
University of California, Davis
Bachelor of Science (BS)
Twitter June 2014 - March 2015
Twitter January 2013 - May 2014
Twitter April 2011 - December 2012
Twitter December 2010 - March 2011
eHealth Inc February 2010 - August 2010
Ning May 2008 - October 2009
SEVEN Networks, Inc. January 2006 - April 2008
E*TRADE Financial April 2003 - April 2005
Luminous Networks December 2000 - April 2003
RealNames Corp June 1999 - November 2000
Education
University of California, Davis
Bachelor of Science (BS)
Jonathan Fong Jonathan Fong's E*TRADE Financial Experience August 2003 - August 2006
Job Investment Analyst at University of the Pacific
Industry Investment Management
Experience
University of the Pacific December 2011 - Present
Student Investment Fund, Eberhardt School of Business August 2010 - December 2010
Boudames Investments Corporation August 2010 - December 2010
State Street Bank May 2007 - November 2008
E*TRADE Financial August 2003 - August 2006
Skills
Investments, Valuation, Options, Corporate Finance, Economics, Due Diligence, Finance, Hedge Funds, Asset Allocation, Mutual Funds, Derivatives, Alternative Investments
Education
University of the Pacific - Eberhardt School of Business 2009 — 2010
MBA, Finance
University of California, Berkeley 2001 — 2003
BA, Economics
University of the Pacific December 2011 - Present
Student Investment Fund, Eberhardt School of Business August 2010 - December 2010
Boudames Investments Corporation August 2010 - December 2010
State Street Bank May 2007 - November 2008
E*TRADE Financial August 2003 - August 2006
Skills
Investments, Valuation, Options, Corporate Finance, Economics, Due Diligence, Finance, Hedge Funds, Asset Allocation, Mutual Funds, Derivatives, Alternative Investments
Education
University of the Pacific - Eberhardt School of Business 2009 — 2010
MBA, Finance
University of California, Berkeley 2001 — 2003
BA, Economics
Mark Thonen, PMP, CSM Mark Thonen, PMP, CSM's E*TRADE Financial Experience 2000 - 2004
Job Manager Project Management Office at UC Davis
Industry Program Development
Experience
UC Davis September 2014 - Present
UC Davis 2012 - 2014
IASCO 2011 - 2012
IASCO 2005 - 2011
U.S Navy and U.S. Navy Reserve 1989 - 2009
Lance Jackson Enterprises 2006 - 2008
Eclipse Solutions 2005 - 2005
E*TRADE Financial 2000 - 2004
Logicon 1998 - 2000
Lockheed Martin Management & Data Systems 1996 - 1998
Skills
Contract Negotiation, Project Management, Business Process..., Leadership, Integration, Start-ups, Project Portfolio..., Project Coordination, Cross-functional Team..., Operations Management, Process Improvement, Risk Management, Training, Strategy, Program Management, Strategic Planning, Project Planning, Team Building, CRM, Organizational..., PMP, Certified Scrum Master..., Agile Project Management, Agile Methodologies, Educational Leadership, Workforce Development
Education
University of Pennsylvania 1995 — 1997
Masters of Science, Technology Management
United States Naval Academy 1985 — 1989
Bachelor of Science, Physics
UC Davis September 2014 - Present
UC Davis 2012 - 2014
IASCO 2011 - 2012
IASCO 2005 - 2011
U.S Navy and U.S. Navy Reserve 1989 - 2009
Lance Jackson Enterprises 2006 - 2008
Eclipse Solutions 2005 - 2005
E*TRADE Financial 2000 - 2004
Logicon 1998 - 2000
Lockheed Martin Management & Data Systems 1996 - 1998
Skills
Contract Negotiation, Project Management, Business Process..., Leadership, Integration, Start-ups, Project Portfolio..., Project Coordination, Cross-functional Team..., Operations Management, Process Improvement, Risk Management, Training, Strategy, Program Management, Strategic Planning, Project Planning, Team Building, CRM, Organizational..., PMP, Certified Scrum Master..., Agile Project Management, Agile Methodologies, Educational Leadership, Workforce Development
Education
University of Pennsylvania 1995 — 1997
Masters of Science, Technology Management
United States Naval Academy 1985 — 1989
Bachelor of Science, Physics
Chad Allen Chad Allen's E*TRADE Financial Experience February 2003 - September 2003
Job Trading Team Leader at Fisher Investments
Industry Financial Services
Experience
Fisher Investments August 2014 - Present
Fisher Investments April 2012 - August 2014
Fisher Investments October 2010 - April 2012
Fisher Investments November 2006 - October 2010
Fisher Investments April 2005 - November 2006
Fisher Investments March 2004 - April 2005
Fisher Investments November 2003 - March 2004
E*TRADE Financial February 2003 - September 2003
Education
University of California, Davis 1999 — 2002
Fisher Investments August 2014 - Present
Fisher Investments April 2012 - August 2014
Fisher Investments October 2010 - April 2012
Fisher Investments November 2006 - October 2010
Fisher Investments April 2005 - November 2006
Fisher Investments March 2004 - April 2005
Fisher Investments November 2003 - March 2004
E*TRADE Financial February 2003 - September 2003
Education
University of California, Davis 1999 — 2002
Manny Ju Manny Ju's E*TRADE Financial Experience 1998 - 1998
Job Director of Strategic Partnerships at @Pay
Industry Information Technology and Services
Experience
@Pay July 2014 - Present
BlueHornet, a Digital River Company 2010 - July 2014
Yesmail June 2006 - February 2010
CargoSmart November 2001 - May 2006
SmartAge.com December 1998 - July 2001
Ziff-Davis July 1995 - December 1998
E*TRADE FINANCIAL 1998 - 1998
Logitech 1989 - 1995
Skills
Product Management, SaaS, Online Marketing, Agile, Market Research, Strategic Planning, E-commerce, Email Marketing, Product Development, Competitive Analysis, Strategic Partnerships, Mobile Marketing, Product Strategy, Social Media Marketing, Project Management, Strategy, Online Advertising, Mobile Devices, Start-ups, Enterprise Software, SDLC, SEO, Agile Methodologies, Product Marketing, Digital Marketing, Multi-channel Marketing, Marketing Management, Business Intelligence, Management
Education
Lucas Graduate School of Business - San Jose State University 2002 — 2005
MBA, New Venture Development
The University of New Mexico 1977 — 1981
BUS, Chemistry, Mathematics
@Pay July 2014 - Present
BlueHornet, a Digital River Company 2010 - July 2014
Yesmail June 2006 - February 2010
CargoSmart November 2001 - May 2006
SmartAge.com December 1998 - July 2001
Ziff-Davis July 1995 - December 1998
E*TRADE FINANCIAL 1998 - 1998
Logitech 1989 - 1995
Skills
Product Management, SaaS, Online Marketing, Agile, Market Research, Strategic Planning, E-commerce, Email Marketing, Product Development, Competitive Analysis, Strategic Partnerships, Mobile Marketing, Product Strategy, Social Media Marketing, Project Management, Strategy, Online Advertising, Mobile Devices, Start-ups, Enterprise Software, SDLC, SEO, Agile Methodologies, Product Marketing, Digital Marketing, Multi-channel Marketing, Marketing Management, Business Intelligence, Management
Education
Lucas Graduate School of Business - San Jose State University 2002 — 2005
MBA, New Venture Development
The University of New Mexico 1977 — 1981
BUS, Chemistry, Mathematics
Patrick Li Patrick Li's E*TRADE Financial Experience July 2001 - June 2005
Job CoFounder & VP of Engineering Raptr & Plays.tv
Industry Internet
Experience
Raptr / Plays.tv August 2007 - Present
Google July 2005 - August 2007
Digital Rights Agency March 2003 - July 2005
E*TRADE Financial July 2001 - June 2005
Skills
C++, Java, PHP, Python, Distributed Systems, Perl, Product Development, Software Engineering, Programming, C, MySQL, Linux, SQL, HTML, High Availability, System Design, Windows, Unix, Apache, Operating Systems, Scripting, AJAX, OOP, Scalability, Web Applications, REST, Subversion, Mobile Applications
Education
University of California, Davis 1997 — 2001
BS, Computer Science
Raptr / Plays.tv August 2007 - Present
Google July 2005 - August 2007
Digital Rights Agency March 2003 - July 2005
E*TRADE Financial July 2001 - June 2005
Skills
C++, Java, PHP, Python, Distributed Systems, Perl, Product Development, Software Engineering, Programming, C, MySQL, Linux, SQL, HTML, High Availability, System Design, Windows, Unix, Apache, Operating Systems, Scripting, AJAX, OOP, Scalability, Web Applications, REST, Subversion, Mobile Applications
Education
University of California, Davis 1997 — 2001
BS, Computer Science
Eric Christensen, CMB Eric Christensen, CMB's E*TRADE Financial Experience 2002 - 2004
Job CEO at UHS America ★ Predictive Analytics Authority ★ Finance Industry Expert ★ Business Transformation Specialist
Industry Banking
Experience
UHS America January 2014 - Present
Interthinx January 2012 - January 2014
Strategic Analytics May 2007 - January 2012
Fair Isaac Corporation 2005 - May 2007
Lender Processing Services, Inc. (LPS) "formerly Applied Financial Technology" 2005 - 2005
Fannie Mae 2004 - 2005
E*TRADE Financial 2002 - 2004
CoreLogic "formerly LoanPerformance" 1994 - 2002
ITT RCC - Bowest Corporation 1990 - 1994
Skills
Sales Management, Credit Risk, Risk Based Pricing, Mortgage Lending, Executive Management, Credit Scoring, Capital Markets, Loan Review and Due..., Servicing Audits, Risk Analysis, Credit Risk Models, Prepayment Modeling, Retail Banking, Credit Risk Modeling, Automated Underwriting..., Software Sales, Loss Forecasting, Stress Testing, Mortgage Banking, Residential Mortgages, Mortgage Servicing, Mortgage Risk Model, Product Development, International Sales, Software Asset..., Credit Risk Management..., Mortgage Quality..., Risk Management, Financial Risk, Banking, Forecasting, Strategic Planning, Loans, Sales Process, Portfolio Management, Sales, Strategy, Salesforce.com, Analytics, Sales Operations, Credit, Thought Leadership, Business Strategy
Education
University of Arizona 1985 — 1990
BA, Marketing, Interdisciplinary Studies
UHS America January 2014 - Present
Interthinx January 2012 - January 2014
Strategic Analytics May 2007 - January 2012
Fair Isaac Corporation 2005 - May 2007
Lender Processing Services, Inc. (LPS) "formerly Applied Financial Technology" 2005 - 2005
Fannie Mae 2004 - 2005
E*TRADE Financial 2002 - 2004
CoreLogic "formerly LoanPerformance" 1994 - 2002
ITT RCC - Bowest Corporation 1990 - 1994
Skills
Sales Management, Credit Risk, Risk Based Pricing, Mortgage Lending, Executive Management, Credit Scoring, Capital Markets, Loan Review and Due..., Servicing Audits, Risk Analysis, Credit Risk Models, Prepayment Modeling, Retail Banking, Credit Risk Modeling, Automated Underwriting..., Software Sales, Loss Forecasting, Stress Testing, Mortgage Banking, Residential Mortgages, Mortgage Servicing, Mortgage Risk Model, Product Development, International Sales, Software Asset..., Credit Risk Management..., Mortgage Quality..., Risk Management, Financial Risk, Banking, Forecasting, Strategic Planning, Loans, Sales Process, Portfolio Management, Sales, Strategy, Salesforce.com, Analytics, Sales Operations, Credit, Thought Leadership, Business Strategy
Education
University of Arizona 1985 — 1990
BA, Marketing, Interdisciplinary Studies
Tyler Lewison's E*TRADE Financial Experience May 2010 - July 2010
Job VP of Sales & Supply Chain at GTM Sportswear
Industry Apparel & Fashion
Experience
GTM Sportswear July 2015 - Present
Flint Hills Breadbasket June 2015 - Present
Kansas State University 2011 - Present
GTM Sportswear October 2014 - July 2015
GTM Sportswear January 2014 - October 2014
GTM Sportswear April 2013 - December 2013
GTM Sportswear June 2011 - April 2013
NYU Stern School of Business 2008 - June 2011
E*TRADE Financial May 2010 - July 2010
United States Corps of Cadets at United States Military Academy April 2007 - August 2009
Skills
Leadership, Management, Analysis, Training, Project Planning, Coaching, Business Strategy, Change Management, Leadership Development, Strategic Planning
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
MBA, Specializations in Finance, Marketing, Management
University of Missouri-Saint Louis 2004 — 2005
MPA, Public Policy
United States Military Academy at West Point 1996 — 2000
Bachelor of Science in International Relations
Little Rock Catholic High School 1992 — 1996
GTM Sportswear July 2015 - Present
Flint Hills Breadbasket June 2015 - Present
Kansas State University 2011 - Present
GTM Sportswear October 2014 - July 2015
GTM Sportswear January 2014 - October 2014
GTM Sportswear April 2013 - December 2013
GTM Sportswear June 2011 - April 2013
NYU Stern School of Business 2008 - June 2011
E*TRADE Financial May 2010 - July 2010
United States Corps of Cadets at United States Military Academy April 2007 - August 2009
Skills
Leadership, Management, Analysis, Training, Project Planning, Coaching, Business Strategy, Change Management, Leadership Development, Strategic Planning
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
MBA, Specializations in Finance, Marketing, Management
University of Missouri-Saint Louis 2004 — 2005
MPA, Public Policy
United States Military Academy at West Point 1996 — 2000
Bachelor of Science in International Relations
Little Rock Catholic High School 1992 — 1996
Andrew Theiss Andrew Theiss's E*TRADE Financial Experience August 2011 - April 2013
Job Platform + UI Engineer at Rubicon Project
Industry Computer Software
Experience
Rubicon Project April 2013 - Present
Rubicon Project 2013 - 2015
Rubicon Project 2013 - 2015
E*TRADE Financial August 2011 - April 2013
Creative Media May 2008 - June 2011
Skills
JavascriptMVC, C++, Backbone.js, Zend Framework, PHP, C, CUDA, jQuery, R, JavaScript
Education
UC Davis 2007 — 2011
Bachelor of Science (BS), Computer Science
Rubicon Project April 2013 - Present
Rubicon Project 2013 - 2015
Rubicon Project 2013 - 2015
E*TRADE Financial August 2011 - April 2013
Creative Media May 2008 - June 2011
Skills
JavascriptMVC, C++, Backbone.js, Zend Framework, PHP, C, CUDA, jQuery, R, JavaScript
Education
UC Davis 2007 — 2011
Bachelor of Science (BS), Computer Science
Emilio Gutierrez Emilio Gutierrez's E*TRADE Financial Experience September 2001 - October 2003
Job Associate Director of Network Office Supervision Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual August 2013 - Present
Tamarind Investments October 2012 - February 2013
Wealth Solutions Inc January 2012 - June 2012
NEXT Financial Group, Inc. September 2009 - December 2011
Stanford Group Company April 2006 - April 2009
JPMorgan Chase July 2005 - April 2006
American General Life Companies is now part of the AIG Family! July 2004 - July 2005
E*TRADE Financial September 2001 - October 2003
Invest Financial April 2000 - September 2001
Skills
OSJ-Supervision, Securities Suitability..., International Compliance, Advertising and Sales..., AML, FINRA,SEC and State..., Off-Shore Securities..., General Securities..., Variable Annuities, 1035 exchanges, FINRA Gateway-CRD, FINRA Licensing and..., Product Disclosure Forms, WSPs, Equity Research Reports..., Equity Analyst..., Securities, FINRA, Licensing, Banking, Asset Allocation, Series 24, Series 7, Financial Risk, Financial Advisory, Mutual Funds, Wealth Management, Financial Services, Retirement, Alternative Investments, Fixed Income, Asset Management, Wealth Management..., Equities, Estate Planning, Financial Planners, Series 63, Due Diligence, Investment Banking, Trading, Strategic Financial..., Retirement Planning, Investment Advisory, Insurance, Finance, Portfolio Management, Investments, Fixed Annuities, USA PATRIOT Act, OFAC
Education
University of Houston 1991 — 1997
Bachelor of Business Administration (BBA), Double Major: Finance/Management
Alief-Elsik High School 1987 — 1991
High School, General
The University of Texas at Austin
Finance
Northwestern Mutual August 2013 - Present
Tamarind Investments October 2012 - February 2013
Wealth Solutions Inc January 2012 - June 2012
NEXT Financial Group, Inc. September 2009 - December 2011
Stanford Group Company April 2006 - April 2009
JPMorgan Chase July 2005 - April 2006
American General Life Companies is now part of the AIG Family! July 2004 - July 2005
E*TRADE Financial September 2001 - October 2003
Invest Financial April 2000 - September 2001
Skills
OSJ-Supervision, Securities Suitability..., International Compliance, Advertising and Sales..., AML, FINRA,SEC and State..., Off-Shore Securities..., General Securities..., Variable Annuities, 1035 exchanges, FINRA Gateway-CRD, FINRA Licensing and..., Product Disclosure Forms, WSPs, Equity Research Reports..., Equity Analyst..., Securities, FINRA, Licensing, Banking, Asset Allocation, Series 24, Series 7, Financial Risk, Financial Advisory, Mutual Funds, Wealth Management, Financial Services, Retirement, Alternative Investments, Fixed Income, Asset Management, Wealth Management..., Equities, Estate Planning, Financial Planners, Series 63, Due Diligence, Investment Banking, Trading, Strategic Financial..., Retirement Planning, Investment Advisory, Insurance, Finance, Portfolio Management, Investments, Fixed Annuities, USA PATRIOT Act, OFAC
Education
University of Houston 1991 — 1997
Bachelor of Business Administration (BBA), Double Major: Finance/Management
Alief-Elsik High School 1987 — 1991
High School, General
The University of Texas at Austin
Finance
Lee Thompson Lee Thompson's E*TRADE Financial Experience June 1996 - July 2009
Job Vice President Web Operations
Industry Internet
Experience
AlienVault January 2015 - Present
Solinea January 2014 - January 2015
DTO Solutions, Inc. September 2011 - December 2012
Morphlabs November 2011 - September 2012
Hewlett-Packard October 2010 - September 2011
DTO Solutions, Inc. August 2009 - October 2010
E*TRADE Financial June 1996 - July 2009
Emerson Process Management May 1986 - May 1996
Skills
Cloud Computing, Distributed Systems, DevOps, Computing, Scalability, Software Development, Lean IT, SDLC, Test Automation, SOA, REST, SaaS, Open Source, Enterprise Software, PaaS, System Architecture, Agile Project Management, High Availability, Unix, Technical Leadership, Agile Methodologies, Integration, Software Engineering, XML, Web Services, Virtualization, Enterprise Architecture, Perl, Architecture, Linux, Software Project..., Tomcat, Scrum, Big Data, Subversion, IT Operations, Amazon Web Services..., Continuous Integration, Apache, Hadoop, Ruby, Git, Web Applications, Ruby on Rails, MySQL, Maven, RPM, Mobile Applications, Java, Shell Scripting
Education
The University of Texas at Austin 1983 — 1987
BSEE
Stratford High School
AlienVault January 2015 - Present
Solinea January 2014 - January 2015
DTO Solutions, Inc. September 2011 - December 2012
Morphlabs November 2011 - September 2012
Hewlett-Packard October 2010 - September 2011
DTO Solutions, Inc. August 2009 - October 2010
E*TRADE Financial June 1996 - July 2009
Emerson Process Management May 1986 - May 1996
Skills
Cloud Computing, Distributed Systems, DevOps, Computing, Scalability, Software Development, Lean IT, SDLC, Test Automation, SOA, REST, SaaS, Open Source, Enterprise Software, PaaS, System Architecture, Agile Project Management, High Availability, Unix, Technical Leadership, Agile Methodologies, Integration, Software Engineering, XML, Web Services, Virtualization, Enterprise Architecture, Perl, Architecture, Linux, Software Project..., Tomcat, Scrum, Big Data, Subversion, IT Operations, Amazon Web Services..., Continuous Integration, Apache, Hadoop, Ruby, Git, Web Applications, Ruby on Rails, MySQL, Maven, RPM, Mobile Applications, Java, Shell Scripting
Education
The University of Texas at Austin 1983 — 1987
BSEE
Stratford High School
Aric Koshiyama Aric Koshiyama's E*TRADE Financial Experience December 1999 - February 2001
Job LPL Investment Advisor at Travis Financial Services
Industry Financial Services
Experience
Travis Financial Services February 2002 - Present
D.A. Davidson & Co. February 2001 - February 2002
E*TRADE Financial December 1999 - February 2001
Paine Webber January 1997 - December 1999
Paine Webber January 1996 - January 1997
Dean Witter June 1994 - January 1996
Skills
Leadership, Retirement Planning, Trading, Investments, Series 63, Insurance, Securities, Financial Analysis, Series 7
Education
University of California, Davis
Bachelor of Science, Managerial Economics
Travis Financial Services February 2002 - Present
D.A. Davidson & Co. February 2001 - February 2002
E*TRADE Financial December 1999 - February 2001
Paine Webber January 1997 - December 1999
Paine Webber January 1996 - January 1997
Dean Witter June 1994 - January 1996
Skills
Leadership, Retirement Planning, Trading, Investments, Series 63, Insurance, Securities, Financial Analysis, Series 7
Education
University of California, Davis
Bachelor of Science, Managerial Economics
Ricardo Gomez Ricardo Gomez's E*TRADE Financial Experience 2003 - 2007
Job Senior Director of Technical Operations
Industry Computer Software
Experience
Raptr.com Plays.tv November 2007 - Present
Right90 June 2007 - November 2007
E*TRADE FINANCIAL 2003 - 2007
University of California Department of Computer Science and Research 1997 - 2002
SUN 2001 - 2001
Anhueser Busch 2000 - 2000
Skills
Perl, Shell Scripting, System Administration, Scalability, Python, Apache, Hadoop, MySQL, Java, Unix, Linux, Security, Agile Methodologies, PHP, Subversion, Operating Systems, Distributed Systems, Web Applications, Networking, OOP, REST, SQL, JSON, Network Security, Mobile Applications
Education
University of California, Davis 1997 — 2002
Bachelor of Science (BS), Computer Science
Hillsdale High School 1993 — 1997
Raptr.com Plays.tv November 2007 - Present
Right90 June 2007 - November 2007
E*TRADE FINANCIAL 2003 - 2007
University of California Department of Computer Science and Research 1997 - 2002
SUN 2001 - 2001
Anhueser Busch 2000 - 2000
Skills
Perl, Shell Scripting, System Administration, Scalability, Python, Apache, Hadoop, MySQL, Java, Unix, Linux, Security, Agile Methodologies, PHP, Subversion, Operating Systems, Distributed Systems, Web Applications, Networking, OOP, REST, SQL, JSON, Network Security, Mobile Applications
Education
University of California, Davis 1997 — 2002
Bachelor of Science (BS), Computer Science
Hillsdale High School 1993 — 1997
Devin Newkirk, CFA Devin Newkirk, CFA's E*TRADE Financial Experience December 2003 - May 2006
Job Bank Asset/Liability Management
Industry Banking
Experience
Integra Bank N.A. August 2006 - Present
E*TRADE Financial December 2003 - May 2006
Southwest Corporate Investment Services, Plano, TX July 2003 - December 2003
RBC Centura September 2001 - July 2003
ALM First Financial Advisors October 1998 - July 2001
Education
The University of Texas at San Antonio 1984 — 1988
Integra Bank N.A. August 2006 - Present
E*TRADE Financial December 2003 - May 2006
Southwest Corporate Investment Services, Plano, TX July 2003 - December 2003
RBC Centura September 2001 - July 2003
ALM First Financial Advisors October 1998 - July 2001
Education
The University of Texas at San Antonio 1984 — 1988
James Ziel James Ziel's E*TRADE Financial Experience November 2004 - March 2008
Job Agency Supervisory Officer at HF Financial
Industry Financial Services
Experience
HF Financial October 2014 - Present
LPL Financial October 2013 - October 2014
LPL Financial September 2011 - October 2013
LPL Financial October 2009 - September 2011
Hewitt Associates June 2009 - October 2009
LPL Financial March 2008 - March 2009
E*TRADE Financial November 2004 - March 2008
Skills
Series 7, Series 63, Series 24, FINRA, Mutual Funds, Risk Management, Customer Service, Compliance, Brokerage, Process Improvement, Call Center, Analysis, Coaching, Strategic Planning, Microsoft Office, Quality Assurance, Risk, Excel, Problem Solving, Vendor Relations, Needs Analysis, Negotiation, Series 4, Series 53, Series 66, Insurance, Wealth Management, Investments, Financial Risk, Uniform Combined State..., Strategic Financial..., Call Centers, Equities, Financial Services
Education
University of California, Davis 1998 — 2003
B.A., Economics
HF Financial October 2014 - Present
LPL Financial October 2013 - October 2014
LPL Financial September 2011 - October 2013
LPL Financial October 2009 - September 2011
Hewitt Associates June 2009 - October 2009
LPL Financial March 2008 - March 2009
E*TRADE Financial November 2004 - March 2008
Skills
Series 7, Series 63, Series 24, FINRA, Mutual Funds, Risk Management, Customer Service, Compliance, Brokerage, Process Improvement, Call Center, Analysis, Coaching, Strategic Planning, Microsoft Office, Quality Assurance, Risk, Excel, Problem Solving, Vendor Relations, Needs Analysis, Negotiation, Series 4, Series 53, Series 66, Insurance, Wealth Management, Investments, Financial Risk, Uniform Combined State..., Strategic Financial..., Call Centers, Equities, Financial Services
Education
University of California, Davis 1998 — 2003
B.A., Economics
Spencer Dreiling Spencer Dreiling's E*TRADE Financial Experience 2003 - 2005
Job Seeking Opportunity
Industry Investment Banking
Experience
Barclays Capital 2011 - March 2015
Wells Fargo Home Mortgage 2009 - 2011
NetMore America, Inc 2008 - 2009
World Alliance Financial fka Senior Lending Network (a KBC Bank subidiary) September 2008 - December 2008
American Home Mortgage 2005 - 2008
E*TRADE Financial 2003 - 2005
US Small Business Administration 2002 - 2003
Microchip Computers, Inc. May 2001 - October 2001
Dell Computer Corporation May 2000 - April 2001
EverythingOffice.com November 1999 - April 2000
Skills
Team Leadership, Leadership, Management, Business Analysis, Business Requirements, Risk Management, Requirements Analysis, Project Management, Functional..., Gap Analysis, Regulatory Reporting, Use Case Analysis, Test Cases, Functional Requirements, Non-Functional..., SDLC, Customer Service, Product/service..., Operational Streamlining, Financial Services, Mortgage Lending, Loans, Finance, Visio, Sales, Loan Servicing, Banking, Credit, Loan Origination, Portfolio Management, Mortgage, Training/Mentoring, Onboarding, Customer Relations, Youth Soccer Coach, Fixed Income, Derivatives, Investment Banking, Data Reconciliation, Trading Systems, User Acceptance Testing, Financial Risk
Education
Austin Community College
General Studies
The University of Texas at Austin
General Studies
ESI International
Project Management
Barclays Capital 2011 - March 2015
Wells Fargo Home Mortgage 2009 - 2011
NetMore America, Inc 2008 - 2009
World Alliance Financial fka Senior Lending Network (a KBC Bank subidiary) September 2008 - December 2008
American Home Mortgage 2005 - 2008
E*TRADE Financial 2003 - 2005
US Small Business Administration 2002 - 2003
Microchip Computers, Inc. May 2001 - October 2001
Dell Computer Corporation May 2000 - April 2001
EverythingOffice.com November 1999 - April 2000
Skills
Team Leadership, Leadership, Management, Business Analysis, Business Requirements, Risk Management, Requirements Analysis, Project Management, Functional..., Gap Analysis, Regulatory Reporting, Use Case Analysis, Test Cases, Functional Requirements, Non-Functional..., SDLC, Customer Service, Product/service..., Operational Streamlining, Financial Services, Mortgage Lending, Loans, Finance, Visio, Sales, Loan Servicing, Banking, Credit, Loan Origination, Portfolio Management, Mortgage, Training/Mentoring, Onboarding, Customer Relations, Youth Soccer Coach, Fixed Income, Derivatives, Investment Banking, Data Reconciliation, Trading Systems, User Acceptance Testing, Financial Risk
Education
Austin Community College
General Studies
The University of Texas at Austin
General Studies
ESI International
Project Management
Keith Schneider Keith Schneider's E*TRADE Financial Experience June 2008 - August 2008
Job Account Director, Helping Build Technology & Marketing Teams with Engro Partners
Industry Staffing and Recruiting
Experience
Engro Partners September 2015 - Present
Engro Partners June 2015 - Present
TTS Media March 2013 - Present
PageGroup October 2012 - March 2013
Warner Chilcott August 2011 - October 2012
Konica Minolta Business Solutions U.S.A., Inc. May 2009 - August 2011
E*TRADE Financial June 2008 - August 2008
Skills
Business Networking, Social Media, New Business Development, Sales Presentations, Recruiting, Business Process..., Interviews, Resume Writing, Job Search, Job Search Strategies, SEM, Digital Media, Cold Calling, Digital Marketing, Email Marketing, Account Management, Talent Acquisition, Sales Process, Advertising, Digital Strategy
Education
University of Florida - Warrington College Of Business
BS, Business Management
Universidad Antonio de Nebrija
Spanish Language and Literature
Engro Partners September 2015 - Present
Engro Partners June 2015 - Present
TTS Media March 2013 - Present
PageGroup October 2012 - March 2013
Warner Chilcott August 2011 - October 2012
Konica Minolta Business Solutions U.S.A., Inc. May 2009 - August 2011
E*TRADE Financial June 2008 - August 2008
Skills
Business Networking, Social Media, New Business Development, Sales Presentations, Recruiting, Business Process..., Interviews, Resume Writing, Job Search, Job Search Strategies, SEM, Digital Media, Cold Calling, Digital Marketing, Email Marketing, Account Management, Talent Acquisition, Sales Process, Advertising, Digital Strategy
Education
University of Florida - Warrington College Of Business
BS, Business Management
Universidad Antonio de Nebrija
Spanish Language and Literature
B. Brandon Mackie, CFP®'s E*TRADE Financial Experience October 2000 - February 2001
Job Associate at Henssler Financial
Industry Financial Services
Experience
Henssler Financial July 2015 - Present
SunTrust March 2014 - June 2015
SunTrust Investment Services, Inc. June 2008 - March 2014
SunTrust October 2005 - June 2008
Triad Advisors February 2001 - December 2003
E*TRADE Financial October 2000 - February 2001
BANC OF AMERICA SECURITIES May 1999 - June 2000
Education
Tulane University - A.B. Freeman School of Business 1995 — 1999
Bachelor of Science In Management, Finance
The Terry College of Business at The University of Georgia 2010 — 2011
Certificate in Financial Planning
Henssler Financial July 2015 - Present
SunTrust March 2014 - June 2015
SunTrust Investment Services, Inc. June 2008 - March 2014
SunTrust October 2005 - June 2008
Triad Advisors February 2001 - December 2003
E*TRADE Financial October 2000 - February 2001
BANC OF AMERICA SECURITIES May 1999 - June 2000
Education
Tulane University - A.B. Freeman School of Business 1995 — 1999
Bachelor of Science In Management, Finance
The Terry College of Business at The University of Georgia 2010 — 2011
Certificate in Financial Planning
Laurie Lorenz Laurie Lorenz's E*TRADE Financial Experience March 2005 - December 2007
Job Senior Mortgage Loan Officer at MAC5 Mortgage Inc
Industry Real Estate
Experience
MAC5 Mortgage Inc May 2014 - Present
PRMG, Inc. May 2012 - May 2014
Vectra Bank Colorado January 2011 - April 2012
Vectra Bank Colorado January 2009 - January 2011
Vertice, a division of Wachovia February 2008 - November 2008
E*TRADE Financial March 2005 - December 2007
RBC October 2003 - February 2005
Skills
Project Management, Wholesale Lending, Residential Mortgages, Treasury Management, Account Executive, Sales, Mortgage Banking, Mortgage Lending, Loans, Refinance, Credit, FHA, Loan Origination
Education
University of Colorado at Denver 2000 — 2005
Bachelor of Science, Business Administration Emphasis in Finance
University of Kansas 1997 — 1997
MAC5 Mortgage Inc May 2014 - Present
PRMG, Inc. May 2012 - May 2014
Vectra Bank Colorado January 2011 - April 2012
Vectra Bank Colorado January 2009 - January 2011
Vertice, a division of Wachovia February 2008 - November 2008
E*TRADE Financial March 2005 - December 2007
RBC October 2003 - February 2005
Skills
Project Management, Wholesale Lending, Residential Mortgages, Treasury Management, Account Executive, Sales, Mortgage Banking, Mortgage Lending, Loans, Refinance, Credit, FHA, Loan Origination
Education
University of Colorado at Denver 2000 — 2005
Bachelor of Science, Business Administration Emphasis in Finance
University of Kansas 1997 — 1997
Eddy Ng's E*TRADE Financial Experience 2006 - 2006
Job Account Manager at Unity Technologies
Industry Online Media
Experience
Unity Technologies May 2015 - Present
Adchemy May 2012 - December 2013
Adteractive August 2011 - April 2012
Adteractive August 2009 - August 2011
Clear Channel 2008 - 2009
CBS Radio 2006 - 2008
Etrade Financial 2006 - 2006
Hang Cheong Construction Co. January 2003 - December 2005
Skills
Online Marketing, Marketing, Online Lead Generation, Sales, Advertising Sales, Affiliate Networks, Data Analysis, User Experience, Customer Acquisition, Facebook Marketing, Analytics, New Business Development, CPA, Affiliate Marketing, Mortgage Lending, Higher Education, Cold Calling, Sales Prospecting, Prospecting Skills, Strategic Prospecting, Business Intelligence, Email Marketing, Social Media Marketing, Media Buying, Ad Networks, Team Leadership, Affiliate Management, Billing Process, Microstrategy, Creative Strategy, Mobile Games, Mobile Advertising
Education
University of California, Berkeley
BA, Economics, Haas Business Administration Minor
Acalanes High School
Unity Technologies May 2015 - Present
Adchemy May 2012 - December 2013
Adteractive August 2011 - April 2012
Adteractive August 2009 - August 2011
Clear Channel 2008 - 2009
CBS Radio 2006 - 2008
Etrade Financial 2006 - 2006
Hang Cheong Construction Co. January 2003 - December 2005
Skills
Online Marketing, Marketing, Online Lead Generation, Sales, Advertising Sales, Affiliate Networks, Data Analysis, User Experience, Customer Acquisition, Facebook Marketing, Analytics, New Business Development, CPA, Affiliate Marketing, Mortgage Lending, Higher Education, Cold Calling, Sales Prospecting, Prospecting Skills, Strategic Prospecting, Business Intelligence, Email Marketing, Social Media Marketing, Media Buying, Ad Networks, Team Leadership, Affiliate Management, Billing Process, Microstrategy, Creative Strategy, Mobile Games, Mobile Advertising
Education
University of California, Berkeley
BA, Economics, Haas Business Administration Minor
Acalanes High School
Marla Kowalski Knapp Marla Kowalski Knapp's E*TRADE Financial Experience 2002 - 2003
Job Senior Director of Partnership Marketing at Volta Industries
Industry Sports
Experience
Volta Industries March 2015 - Present
Independent Contractor March 2014 - February 2015
Visa May 2006 - October 2013
Infineon Raceway - SMI June 2001 - April 2006
E*TRADE FINANCIAL 2002 - 2003
Global Inventures, OSGi 2001 - 2002
Microsoft July 2000 - June 2001
The Carlyle Group April 1999 - July 2000
U.S. House of Representatives - Congressman Cal Dooley June 1997 - June 1999
Skills
Branding & Identity, NASCAR, Sponsorship, Sports, Entertainment, Trade Shows, Sports Marketing, Marketing Communications, Event Based Marketing, Corporate Event Planner, Entertainment liaison, Branding and Identity, Advertising (Print,..., Hispanic marketer, Web Marketing, Digital Marketing, Brand Architecture, Customer Acquisition, Integrated Marketing, Brand Management, Email Marketing, Sponsorship Activation, Online Advertising, Advertising, Digital Strategy, Marketing Strategy, Online Marketing, Media Relations, Fundraising, Market Planning, E-commerce, Budgets, Event Planning, Multi-channel Marketing, B2B Marketing, Brand Development, Relationship Marketing, Product Launch, Marketing Research, International Marketing, Partnership Marketing, Social Media, Product Marketing, Strategic Partnerships, Leadership, Program Management, Marketing, Interactive Marketing, Media Planning, Digital Media
Education
University of California, Davis 1993 — 1997
Bachelors of Arts, History and Spanish, 3.4
Universidad Complutense de Madrid 1991 — 1991
Honors Language Program, Spanish Language and Literature, 3.5
C.E.P.E. (Universidad de Guadalajara),
Spanish Honors Univeristy Classes in high school, Spanish Language and Literature, 3.8
Volta Industries March 2015 - Present
Independent Contractor March 2014 - February 2015
Visa May 2006 - October 2013
Infineon Raceway - SMI June 2001 - April 2006
E*TRADE FINANCIAL 2002 - 2003
Global Inventures, OSGi 2001 - 2002
Microsoft July 2000 - June 2001
The Carlyle Group April 1999 - July 2000
U.S. House of Representatives - Congressman Cal Dooley June 1997 - June 1999
Skills
Branding & Identity, NASCAR, Sponsorship, Sports, Entertainment, Trade Shows, Sports Marketing, Marketing Communications, Event Based Marketing, Corporate Event Planner, Entertainment liaison, Branding and Identity, Advertising (Print,..., Hispanic marketer, Web Marketing, Digital Marketing, Brand Architecture, Customer Acquisition, Integrated Marketing, Brand Management, Email Marketing, Sponsorship Activation, Online Advertising, Advertising, Digital Strategy, Marketing Strategy, Online Marketing, Media Relations, Fundraising, Market Planning, E-commerce, Budgets, Event Planning, Multi-channel Marketing, B2B Marketing, Brand Development, Relationship Marketing, Product Launch, Marketing Research, International Marketing, Partnership Marketing, Social Media, Product Marketing, Strategic Partnerships, Leadership, Program Management, Marketing, Interactive Marketing, Media Planning, Digital Media
Education
University of California, Davis 1993 — 1997
Bachelors of Arts, History and Spanish, 3.4
Universidad Complutense de Madrid 1991 — 1991
Honors Language Program, Spanish Language and Literature, 3.5
C.E.P.E. (Universidad de Guadalajara),
Spanish Honors Univeristy Classes in high school, Spanish Language and Literature, 3.8
Michael P. Walsh Michael P. Walsh's E*TRADE Financial Experience January 2006 - January 2007
Job Founder & CEO at evo.world
Industry Internet
Experience
GlobalPovertyProject.com February 2015 - Present
Evo.World November 2013 - Present
AtticDr.com June 2010 - September 2011
GlobalCitizen.me January 2009 - December 2009
VailSkiVacations.com March 2007 - December 2009
E•Trade Financial January 2006 - January 2007
Acoustic Café Austin July 2001 - May 2003
Skills
Social Networking, Start-ups, Entrepreneur, Social Media Marketing, Thought Leadership, Green, Strategic Partnerships, Online Marketing, Business Strategy, Research, Online Advertising, Entrepreneurship, Advertising, Social Media, Email Marketing, Digital Media, SEO, Marketing, Marketing Strategy, Digital Strategy, CRM, Digital Marketing, Strategy, New Business Development, Program Management, Leadership, Public Relations, Analysis, Business Development, E-commerce, Market Research, Brand Development, Marketing Communications, SEM, Lead Generation, Salesforce.com, Competitive Analysis, Product Management, Analytics, Google Analytics, Product Marketing, Web Analytics, User Experience, Web Marketing, Mobile Marketing, Product Development, Direct Marketing, Integrated Marketing, Content Strategy, Mobile Applications
Education
The University of Texas at Austin - The LBJ School of Public Affairs 1984 — 1986
MPA, International Economics
The University of Texas at Austin 1979 — 1983
BBA in International Business, International Business and French Civilization
Ecole Nouvelle de Paudex, Lausanne, Switzerland 1978 — 1979
Certificat d'Etudes Secondaires, Geography, Physics, Literature, Algebra, Languages and History
Memorial Sr High 1978 — 1979
High School Diploma
GlobalPovertyProject.com February 2015 - Present
Evo.World November 2013 - Present
AtticDr.com June 2010 - September 2011
GlobalCitizen.me January 2009 - December 2009
VailSkiVacations.com March 2007 - December 2009
E•Trade Financial January 2006 - January 2007
Acoustic Café Austin July 2001 - May 2003
Skills
Social Networking, Start-ups, Entrepreneur, Social Media Marketing, Thought Leadership, Green, Strategic Partnerships, Online Marketing, Business Strategy, Research, Online Advertising, Entrepreneurship, Advertising, Social Media, Email Marketing, Digital Media, SEO, Marketing, Marketing Strategy, Digital Strategy, CRM, Digital Marketing, Strategy, New Business Development, Program Management, Leadership, Public Relations, Analysis, Business Development, E-commerce, Market Research, Brand Development, Marketing Communications, SEM, Lead Generation, Salesforce.com, Competitive Analysis, Product Management, Analytics, Google Analytics, Product Marketing, Web Analytics, User Experience, Web Marketing, Mobile Marketing, Product Development, Direct Marketing, Integrated Marketing, Content Strategy, Mobile Applications
Education
The University of Texas at Austin - The LBJ School of Public Affairs 1984 — 1986
MPA, International Economics
The University of Texas at Austin 1979 — 1983
BBA in International Business, International Business and French Civilization
Ecole Nouvelle de Paudex, Lausanne, Switzerland 1978 — 1979
Certificat d'Etudes Secondaires, Geography, Physics, Literature, Algebra, Languages and History
Memorial Sr High 1978 — 1979
High School Diploma
Raymond Tham Raymond Tham's E*TRADE Financial Experience July 2001 - August 2008
Job Principal Software Engineer at Fantex
Industry Computer Software
Experience
Fantex May 2012 - Present
Mozes, Inc. August 2008 - May 2012
E*TRADE FINANCIAL July 2001 - August 2008
University of California, Davis January 1999 - July 2001
Skills
PHP, Perl, Python, MySQL, Amazon Web Services..., Chef, EC2, CentOS, REST, Amazon EC2
Education
University of California, Davis 1997 — 2001
BS, Computer Science
Fantex May 2012 - Present
Mozes, Inc. August 2008 - May 2012
E*TRADE FINANCIAL July 2001 - August 2008
University of California, Davis January 1999 - July 2001
Skills
PHP, Perl, Python, MySQL, Amazon Web Services..., Chef, EC2, CentOS, REST, Amazon EC2
Education
University of California, Davis 1997 — 2001
BS, Computer Science
Neil Howe Neil Howe's E*TRADE Financial Experience March 1999 - Present
Job Manager, Desktop Support at E*Trade Financial
Industry Financial Services
Experience
E*Trade Financial March 1999 - Present
Skills
Disaster Recovery, Technical Support, Networking, VMware, Troubleshooting, Security, Call Centers, Virtualization, Integration, Data Center, Cisco Technologies, Cloud Computing, Vendor Management, Telecommunications, Unix, Asset Management, Desktop Deployment, System Administration, Leadership, ITIL, Active Directory, System Deployment, Citrix, Enterprise Software, Windows System..., Desktop Administration, Enterprise Architecture, Windows 7, Servers, Computer Hardware
Education
University of California, Davis 1991 — 1996
E*Trade Financial March 1999 - Present
Skills
Disaster Recovery, Technical Support, Networking, VMware, Troubleshooting, Security, Call Centers, Virtualization, Integration, Data Center, Cisco Technologies, Cloud Computing, Vendor Management, Telecommunications, Unix, Asset Management, Desktop Deployment, System Administration, Leadership, ITIL, Active Directory, System Deployment, Citrix, Enterprise Software, Windows System..., Desktop Administration, Enterprise Architecture, Windows 7, Servers, Computer Hardware
Education
University of California, Davis 1991 — 1996
Barry Webb Barry Webb's E*TRADE Financial Experience 2001 - 2008
Job TEKsystems Consultant at Nike | Seeking New Opportunities
Industry Information Technology and Services
Experience
Fiserv August 2009 - February 2015
USDA Forest Service November 2008 - August 2009
E*TRADE Financial 2001 - 2008
Skills
Business Intelligence, Data Center, Disaster Recovery, Enterprise Architecture, Integration, Management, SDLC, Unix, Vendor Management, Virtualization, ITIL, Solution Architecture, Enterprise Software, IT Management, IT Operations, Infrastructure, IT Strategy
Education
University of Alabama
BS, Computer Science
Fiserv August 2009 - February 2015
USDA Forest Service November 2008 - August 2009
E*TRADE Financial 2001 - 2008
Skills
Business Intelligence, Data Center, Disaster Recovery, Enterprise Architecture, Integration, Management, SDLC, Unix, Vendor Management, Virtualization, ITIL, Solution Architecture, Enterprise Software, IT Management, IT Operations, Infrastructure, IT Strategy
Education
University of Alabama
BS, Computer Science
SoChi Chen, PMP, CSM SoChi Chen, PMP, CSM's E*TRADE Financial Experience November 2008 - July 2013
Job Senior Technical Project Manager at Walmart.com
Industry Information Technology and Services
Experience
Walmart July 2013 - Present
Etrade Financial November 2008 - July 2013
Stiefel Laboratories April 2006 - October 2008
THE NANALYTICS.COM SAN JOSE, CA April 2005 - September 2005
THE COCA COLA COMPANY (Global IT) Mountain View, CA April 2000 - December 2004
DEPLOY SOLUTION INC, Mountain View, CA March 1999 - April 2000
INFORMATION COMMUNICATION CORPORATION, Santa Clara, CA March 1998 - March 1999
GOYOYO INFORMATION CORPORATION, Fremont, CA May 1997 - March 1998
Skills
SQL, XML, Databases, Software Project..., Requirements Analysis, Software Development, Web Project Management, Web Applications, Risk Management, Enterprise Software, SDLC, PMP, ASP, SharePoint, Project Management, Agile Project Management, Testing, Oracle, Web Development
Education
University of California, Berkeley
BS, Forestry
Walmart July 2013 - Present
Etrade Financial November 2008 - July 2013
Stiefel Laboratories April 2006 - October 2008
THE NANALYTICS.COM SAN JOSE, CA April 2005 - September 2005
THE COCA COLA COMPANY (Global IT) Mountain View, CA April 2000 - December 2004
DEPLOY SOLUTION INC, Mountain View, CA March 1999 - April 2000
INFORMATION COMMUNICATION CORPORATION, Santa Clara, CA March 1998 - March 1999
GOYOYO INFORMATION CORPORATION, Fremont, CA May 1997 - March 1998
Skills
SQL, XML, Databases, Software Project..., Requirements Analysis, Software Development, Web Project Management, Web Applications, Risk Management, Enterprise Software, SDLC, PMP, ASP, SharePoint, Project Management, Agile Project Management, Testing, Oracle, Web Development
Education
University of California, Berkeley
BS, Forestry
Kyrene Butters Kyrene Butters's E*TRADE Financial Experience June 2006 - November 2007
Job Product Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2015 - Present
SquareTwo Financial March 2014 - December 2014
Lender Processing Services, Inc. (LPS) October 2012 - January 2014
Aurora Bank FSB October 2011 - May 2012
Aurora Bank FSB (fka Lehman Brothers Bank) April 2009 - October 2011
Assurity Financial Services November 2007 - May 2008
E*Trade Financial June 2006 - November 2007
LoanCity Wholesale Lending February 2005 - June 2006
New Line Wholesale Mortgage August 2004 - February 2005
Skills
Process Improvement, Gap Analysis, Business Analysis, Loans, Analysis, Requirements Gathering, Business Requirements, Business Process, Requirements Analysis, Finance, Mortgage Banking, Financial Analysis, Product Development, Mortgage Lending, Portfolio Management, Relationship Management, Analytics, CRM, Project Management, Program Management
Education
The University of Montana - School of Business Administration
MBA, Business
Charles Schwab January 2015 - Present
SquareTwo Financial March 2014 - December 2014
Lender Processing Services, Inc. (LPS) October 2012 - January 2014
Aurora Bank FSB October 2011 - May 2012
Aurora Bank FSB (fka Lehman Brothers Bank) April 2009 - October 2011
Assurity Financial Services November 2007 - May 2008
E*Trade Financial June 2006 - November 2007
LoanCity Wholesale Lending February 2005 - June 2006
New Line Wholesale Mortgage August 2004 - February 2005
Skills
Process Improvement, Gap Analysis, Business Analysis, Loans, Analysis, Requirements Gathering, Business Requirements, Business Process, Requirements Analysis, Finance, Mortgage Banking, Financial Analysis, Product Development, Mortgage Lending, Portfolio Management, Relationship Management, Analytics, CRM, Project Management, Program Management
Education
The University of Montana - School of Business Administration
MBA, Business
Sandra Ann Sutter Sandra Ann Sutter's E*TRADE Financial Experience 2001 - 2003
Job Designated Principal at LPL Financial
Industry Financial Services
Experience
LPL Financial March 2015 - Present
Broker Dealer August 2012 - September 2013
Pointe Atlantic, Inc January 2012 - June 2012
MassMutual Financial Group 2004 - 2008
E*TRADE Financial 2001 - 2003
Bank of America August 1997 - July 1999
Fidelity Investments 1993 - 1997
Skills
FINRA, Series 24, Series 7, Securities, AML, Mutual Funds, Investment Advisory, Wealth Management, Investments, Alternative Investments, Risk Management, Retirement Planning, Series 63, Asset Managment, OFAC, KYC, USA PATRIOT Act, Equities, Hedge Funds, Series 65, Asset Allocation, Uniform Combined State..., Trading, Financial Services, Financial Risk, Fixed Income, Capital Markets, Options, Banking, Portfolio Management, Fixed Annuities, Brokerage, Due Diligence, Strategic Financial..., Derivatives, Investment Banking, Financial Markets, Prime Brokerage, Operational Risk, Bonds, Investment Management, Bank Secrecy Act, Retirement, Financial Regulation, Bloomberg, Anti Money Laundering, Securities Regulation, Private Banking, ETFs, Operational Risk...
Education
The University of Texas at Arlington 1985 — 1990
Bachelor of Arts (B.A.)
LPL Financial March 2015 - Present
Broker Dealer August 2012 - September 2013
Pointe Atlantic, Inc January 2012 - June 2012
MassMutual Financial Group 2004 - 2008
E*TRADE Financial 2001 - 2003
Bank of America August 1997 - July 1999
Fidelity Investments 1993 - 1997
Skills
FINRA, Series 24, Series 7, Securities, AML, Mutual Funds, Investment Advisory, Wealth Management, Investments, Alternative Investments, Risk Management, Retirement Planning, Series 63, Asset Managment, OFAC, KYC, USA PATRIOT Act, Equities, Hedge Funds, Series 65, Asset Allocation, Uniform Combined State..., Trading, Financial Services, Financial Risk, Fixed Income, Capital Markets, Options, Banking, Portfolio Management, Fixed Annuities, Brokerage, Due Diligence, Strategic Financial..., Derivatives, Investment Banking, Financial Markets, Prime Brokerage, Operational Risk, Bonds, Investment Management, Bank Secrecy Act, Retirement, Financial Regulation, Bloomberg, Anti Money Laundering, Securities Regulation, Private Banking, ETFs, Operational Risk...
Education
The University of Texas at Arlington 1985 — 1990
Bachelor of Arts (B.A.)
Kamau Mweru MD Kamau Mweru MD's E*TRADE Financial Experience 2001 - 2002
Job Applications Analyst II at Mercy Hospital & Medical Center
Industry Information Technology and Services
Experience
Mercy Hospital & Medical Center 2012 - Present
Sokoni Net Enterprises 2010 - Present
Primus Orthopedics 2010 - 2012
Chiron Corporation 2002 - 2004
E*TRADE Financial 2001 - 2002
F-Secure Corporation 2000 - 2001
Seagate Technology 1997 - 2000
Chiron Corporation 1996 - 1997
Shaklee Corporation 1995 - 1996
University of California 1994 - 1994
Skills
Microsoft Office, Microsoft, Terminal Services, Active Directory, Visual C++, Windows 7, Powershell, F-Secure, Novartis, HPLC, SDS-PAGE, Western Blotting, ELISA, MySQL, HTML, Java, PHP, JavaScript, PCR, C++, XML, CSS, Linux, Perl, AJAX, Apache, Mass Spectrometry, IEF, MALDI-TOF, UV-Vis, VBScript, In Situ Hybridization, Mac OS, iPhone development, Purification, C, C#, SQL, Cell Culture, GLP, DNA sequencing, GMP, DNA, Windows, jQuery, Protein Chemistry, Cell Based Assays, SQL Server, Chromatography, Gel Electrophoresis
Education
American Red Cross 2009 — 2009
Adult, Child & Infant CPR/AED/First Aid Instructor for the Professional & the Lay Responder
University of St Eustatius 2004 — 2009
M.D., Medicine
University of California, Berkeley 1990 — 1994
Bachelors, Molecular & Cell Biology / Biochemistry
Mercy Hospital & Medical Center 2012 - Present
Sokoni Net Enterprises 2010 - Present
Primus Orthopedics 2010 - 2012
Chiron Corporation 2002 - 2004
E*TRADE Financial 2001 - 2002
F-Secure Corporation 2000 - 2001
Seagate Technology 1997 - 2000
Chiron Corporation 1996 - 1997
Shaklee Corporation 1995 - 1996
University of California 1994 - 1994
Skills
Microsoft Office, Microsoft, Terminal Services, Active Directory, Visual C++, Windows 7, Powershell, F-Secure, Novartis, HPLC, SDS-PAGE, Western Blotting, ELISA, MySQL, HTML, Java, PHP, JavaScript, PCR, C++, XML, CSS, Linux, Perl, AJAX, Apache, Mass Spectrometry, IEF, MALDI-TOF, UV-Vis, VBScript, In Situ Hybridization, Mac OS, iPhone development, Purification, C, C#, SQL, Cell Culture, GLP, DNA sequencing, GMP, DNA, Windows, jQuery, Protein Chemistry, Cell Based Assays, SQL Server, Chromatography, Gel Electrophoresis
Education
American Red Cross 2009 — 2009
Adult, Child & Infant CPR/AED/First Aid Instructor for the Professional & the Lay Responder
University of St Eustatius 2004 — 2009
M.D., Medicine
University of California, Berkeley 1990 — 1994
Bachelors, Molecular & Cell Biology / Biochemistry
Christopher Gervaise Christopher Gervaise's E*TRADE Financial Experience May 2009 - September 2012
Job Online Product Manager and Transactional Due Diligence Analyst at PNC Investments
Industry Financial Services
Experience
PNC Investments July 2014 - Present
PNC Investments September 2012 - August 2014
E*TRADE Financial May 2009 - September 2012
Bank of America July 2008 - April 2009
Wachovia Securities, LLC May 2007 - July 2008
Banc of America Investments May 2005 - May 2007
AXA Equitable September 2003 - May 2005
Skills
Microsoft Excel, Risk Management, Risk Assessment, Financial Statement..., Investment Research, Alternative Investments, Capital Markets, Portfolio Management, Investments, Asset Managment, Financial Modeling, Corporate Finance, Wealth Management, Stock Valuation, Modern Portfolio Theory, Mutual Funds, Fixed Income, ETFs, Options, Hedge Funds, REIT, SMA, Equities, Private Equity, Series 7, Series 66, Series 63, MBA, Pivot Tables, Asset Management, Finance, Uniform Combined State..., Retirement, Financial Advisory
Education
University of Liverpool 2009 — 2011
MBA, Finance and Accounting
State University of New York at Buffalo 1999 — 2003
B.S., Political Science with a concentration in law
PNC Investments July 2014 - Present
PNC Investments September 2012 - August 2014
E*TRADE Financial May 2009 - September 2012
Bank of America July 2008 - April 2009
Wachovia Securities, LLC May 2007 - July 2008
Banc of America Investments May 2005 - May 2007
AXA Equitable September 2003 - May 2005
Skills
Microsoft Excel, Risk Management, Risk Assessment, Financial Statement..., Investment Research, Alternative Investments, Capital Markets, Portfolio Management, Investments, Asset Managment, Financial Modeling, Corporate Finance, Wealth Management, Stock Valuation, Modern Portfolio Theory, Mutual Funds, Fixed Income, ETFs, Options, Hedge Funds, REIT, SMA, Equities, Private Equity, Series 7, Series 66, Series 63, MBA, Pivot Tables, Asset Management, Finance, Uniform Combined State..., Retirement, Financial Advisory
Education
University of Liverpool 2009 — 2011
MBA, Finance and Accounting
State University of New York at Buffalo 1999 — 2003
B.S., Political Science with a concentration in law
Jason Maskell, CPA Jason Maskell, CPA's E*TRADE Financial Experience January 2013 - August 2014
Job Manager, Credit Analysis at E*TRADE Financial Corporation
Industry Accounting
Experience
E*TRADE Financial Corporation August 2014 - Present
E*TRADE Financial January 2013 - August 2014
E*TRADE Financial January 2011 - January 2013
CliftonLarsonAllen December 2009 - January 2011
Drescher & Malecki April 2008 - October 2009
KPMG LLP September 2006 - March 2008
Computer Task Group 2004 - 2006
University at Buffalo 2002 - 2004
Skills
Internal Controls, Auditing, Financial Reporting, Data Extraction, CPA, Sarbanes-Oxley Act, Account Reconciliation, SEC filings, Accounting, Finance, Budgets, Financial Statements, Internal Audit, Access, PeopleSoft, Strategic Financial..., Financial Audits, External Audit, Mergers & Acquisitions, Analysis
Education
University at Buffalo 2001 — 2005
Bachelors of Science, Accounting and Finance
E*TRADE Financial Corporation August 2014 - Present
E*TRADE Financial January 2013 - August 2014
E*TRADE Financial January 2011 - January 2013
CliftonLarsonAllen December 2009 - January 2011
Drescher & Malecki April 2008 - October 2009
KPMG LLP September 2006 - March 2008
Computer Task Group 2004 - 2006
University at Buffalo 2002 - 2004
Skills
Internal Controls, Auditing, Financial Reporting, Data Extraction, CPA, Sarbanes-Oxley Act, Account Reconciliation, SEC filings, Accounting, Finance, Budgets, Financial Statements, Internal Audit, Access, PeopleSoft, Strategic Financial..., Financial Audits, External Audit, Mergers & Acquisitions, Analysis
Education
University at Buffalo 2001 — 2005
Bachelors of Science, Accounting and Finance
Vi Huang's E*TRADE Financial Experience April 2011 - December 2014
Job Entrepreneurial Product Management Professional Who Enjoys Disrupting Industries
Industry Marketing and Advertising
Experience
Yuzu™ December 2014 - Present
E*TRADE Financial April 2011 - December 2014
Blue Shield of California July 2010 - December 2010
IRIS Distribution 2009 - 2009
LiveWorld November 2006 - November 2008
Wells Fargo April 2005 - November 2006
PwC 1999 - 2005
Skills
Product Management, User Experience, Business Analysis, E-commerce, Product Development, Requirements Gathering, Market Analysis, Marketing, Usability Testing, Web Services, Negotiation, Research, Product Planning, Organization &..., Project Delivery, Presentations, Analysis, Cross-functional Team..., Management
Education
University of California, Davis
B.A., International Relations: World Trade & Development
University of California, Davis - Graduate School of Management
MBA
Yuzu™ December 2014 - Present
E*TRADE Financial April 2011 - December 2014
Blue Shield of California July 2010 - December 2010
IRIS Distribution 2009 - 2009
LiveWorld November 2006 - November 2008
Wells Fargo April 2005 - November 2006
PwC 1999 - 2005
Skills
Product Management, User Experience, Business Analysis, E-commerce, Product Development, Requirements Gathering, Market Analysis, Marketing, Usability Testing, Web Services, Negotiation, Research, Product Planning, Organization &..., Project Delivery, Presentations, Analysis, Cross-functional Team..., Management
Education
University of California, Davis
B.A., International Relations: World Trade & Development
University of California, Davis - Graduate School of Management
MBA
Wesley Previant Wesley Previant's E*TRADE Financial Experience September 2000 - March 2003
Job Vice President Financial Advisor
Industry Financial Services
Experience
RBC Wealth Management June 2014 - Present
Morgan Stanley April 2012 - June 2014
Morgan Stanley Smith Barney August 2005 - May 2012
Merrill Lynch July 2004 - August 2005
Consolidated Electric Distributors 2003 - 2004
E*TRADE Financial September 2000 - March 2003
Skills
Series 7, Mutual Funds, Retirement Planning, Investment Advisory, 401k, Retirement, Series 6, Series 24, Series 63, FINRA, Wealth Management, Defined Benefit, Retirement Plan..., Pensions, Qualified Retirement..., Financial Advisory, Defined Contribution, Investment Management, Asset Allocation, Series 65, 401k Rollovers, Certified Financial..., Strategic Financial..., Investment Strategies, Finance, ETFs, Estate Planning, Equities, Securities, Financial Services, Uniform Combined State..., IRAs, Asset Management, Investments, Wealth Management..., Fixed Annuities, Alternative Investments, Separately Managed..., Fixed Income, Financial Planners, Life Insurance, Bonds, Portfolio Management, Wealth, Variable Annuities
Education
University of Arizona 1995 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General
RBC Wealth Management June 2014 - Present
Morgan Stanley April 2012 - June 2014
Morgan Stanley Smith Barney August 2005 - May 2012
Merrill Lynch July 2004 - August 2005
Consolidated Electric Distributors 2003 - 2004
E*TRADE Financial September 2000 - March 2003
Skills
Series 7, Mutual Funds, Retirement Planning, Investment Advisory, 401k, Retirement, Series 6, Series 24, Series 63, FINRA, Wealth Management, Defined Benefit, Retirement Plan..., Pensions, Qualified Retirement..., Financial Advisory, Defined Contribution, Investment Management, Asset Allocation, Series 65, 401k Rollovers, Certified Financial..., Strategic Financial..., Investment Strategies, Finance, ETFs, Estate Planning, Equities, Securities, Financial Services, Uniform Combined State..., IRAs, Asset Management, Investments, Wealth Management..., Fixed Annuities, Alternative Investments, Separately Managed..., Fixed Income, Financial Planners, Life Insurance, Bonds, Portfolio Management, Wealth, Variable Annuities
Education
University of Arizona 1995 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General
Daniel T. Ramaroson, CPA, MBA Daniel T. Ramaroson, CPA, MBA's E*TRADE Financial Experience November 2012 - May 2015
Job JPMorgan
Industry Financial Services
Experience
JPMorgan Chase & Co. June 2015 - Present
E*TRADE Financial November 2012 - May 2015
ERNST & YOUNG LLP November 2011 - November 2012
ERNST & YOUNG LLP November 2011 - November 2012
Grant Thornton LLP October 2010 - November 2011
SS&C GlobeOp May 2009 - August 2009
GMAC July 2006 - May 2008
Salomon Smith Barney September 2005 - December 2005
Skills
Auditing, Credit Analysis, Commercial Lending, Financial Analysis, Financial Modeling, Financial Reporting, Hedge Funds, Corporate Finance, Accounting, Valuation, Financial Statement..., Due Diligence, Internal Audit, Financial Statements, Financial Accounting
Education
FORDHAM UNIVERSITY, GRADUATE SCHOOL OF BUSINESS
MBA, Professional Accounting
Trinity College-Hartford
BS, Economics, Hispanic Studies
JPMorgan Chase & Co. June 2015 - Present
E*TRADE Financial November 2012 - May 2015
ERNST & YOUNG LLP November 2011 - November 2012
ERNST & YOUNG LLP November 2011 - November 2012
Grant Thornton LLP October 2010 - November 2011
SS&C GlobeOp May 2009 - August 2009
GMAC July 2006 - May 2008
Salomon Smith Barney September 2005 - December 2005
Skills
Auditing, Credit Analysis, Commercial Lending, Financial Analysis, Financial Modeling, Financial Reporting, Hedge Funds, Corporate Finance, Accounting, Valuation, Financial Statement..., Due Diligence, Internal Audit, Financial Statements, Financial Accounting
Education
FORDHAM UNIVERSITY, GRADUATE SCHOOL OF BUSINESS
MBA, Professional Accounting
Trinity College-Hartford
BS, Economics, Hispanic Studies
Matt Franck's E*TRADE Financial Experience February 2001 - June 2008
Job Financial Team Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2008 - Present
E*TRADE Financial February 2001 - June 2008
Charles Schwab February 1998 - February 2001
Charles Schwab December 1992 - February 1998
Skills
Financial Services, Sales Management, Training, Public Speaking, Wealth Management, Coaching, Vendor Management, Salesforce.com, Investments, Mutual Funds, Strategy, Leadership, Management, CRM, Team Leadership, Selling, Sales
Education
University of Nebraska-Lincoln 1991 — 1992
Bachelor of Arts, Economics, minor in Mathematics
United States Air Force Academy 1988 — 1991
Operations Research
Fidelity Investments September 2008 - Present
E*TRADE Financial February 2001 - June 2008
Charles Schwab February 1998 - February 2001
Charles Schwab December 1992 - February 1998
Skills
Financial Services, Sales Management, Training, Public Speaking, Wealth Management, Coaching, Vendor Management, Salesforce.com, Investments, Mutual Funds, Strategy, Leadership, Management, CRM, Team Leadership, Selling, Sales
Education
University of Nebraska-Lincoln 1991 — 1992
Bachelor of Arts, Economics, minor in Mathematics
United States Air Force Academy 1988 — 1991
Operations Research
Predrag Jovanovic, PMP Predrag Jovanovic, PMP's E*TRADE Financial Experience January 2007 - July 2007
Job IT Consultant and Professional
Industry Computer Software
Experience
Bank of Montreal January 2008 - Present
CIBC World Markets September 2007 - December 2007
Etrade Financial January 2007 - July 2007
Aviva Canada Inc October 2005 - December 2006
Dominion Voting Systems Corporation May 2005 - July 2005
Government Of Ontario (EBC) July 2003 - April 2005
TSX Group November 2001 - July 2003
IBM Global Services (Canada) February 2000 - July 2001
Nortel Networks 1998 - 1999
Skills
SDLC, Enterprise Architecture, Agile Methodologies, SOA, Requirements Analysis, Integration, Solution Architecture, UML, Java Enterprise Edition, Unix, Business Analysis, Architecture, Requirements Gathering, Business Process, Process Improvement, Project Management, Virtualization, Weblogic, Software Development, Disaster Recovery, Software Project..., Application Architecture, Scrum, Testing, IT Strategy, Quality Assurance, Websphere, Databases, Enterprise Software, RUP, Design Patterns, Software Design, Security, ITIL, Software Documentation, JMS, ClearCase, Agile Project Management, OOP, SharePoint, IT Management, PMO, Visio, MS Project, PMP, Architectures
Education
Univerzitet u Beogradu
BScEE, Electrical Engineering and Computer Science
Bank of Montreal January 2008 - Present
CIBC World Markets September 2007 - December 2007
Etrade Financial January 2007 - July 2007
Aviva Canada Inc October 2005 - December 2006
Dominion Voting Systems Corporation May 2005 - July 2005
Government Of Ontario (EBC) July 2003 - April 2005
TSX Group November 2001 - July 2003
IBM Global Services (Canada) February 2000 - July 2001
Nortel Networks 1998 - 1999
Skills
SDLC, Enterprise Architecture, Agile Methodologies, SOA, Requirements Analysis, Integration, Solution Architecture, UML, Java Enterprise Edition, Unix, Business Analysis, Architecture, Requirements Gathering, Business Process, Process Improvement, Project Management, Virtualization, Weblogic, Software Development, Disaster Recovery, Software Project..., Application Architecture, Scrum, Testing, IT Strategy, Quality Assurance, Websphere, Databases, Enterprise Software, RUP, Design Patterns, Software Design, Security, ITIL, Software Documentation, JMS, ClearCase, Agile Project Management, OOP, SharePoint, IT Management, PMO, Visio, MS Project, PMP, Architectures
Education
Univerzitet u Beogradu
BScEE, Electrical Engineering and Computer Science
Jennifer Stokes's E*TRADE Financial Experience 2000 - 2006
Job Sr Manager Business Process Management Baker Hughes Integrated Operations
Industry Oil & Energy
Experience
Baker Hughes July 2013 - Present
Lightspeed Trading LLC July 2006 - June 2013
Etrade Financial 2000 - 2006
Skills
Acquisition Integration, Trading Systems, Capital Markets, Electronic Trading, Financial Modeling, Investment Banking, Financial Services, Mergers & Acquisitions, Project Management, Risk Management, Financial Analysis, Portfolio Management, Alternative Investments, Strategy, Corporate Finance, Options, Finance, Executive Management, Valuation, Equities, Securities, Investments, Equity Derivatives, Management, Business Analysis, Banking, Trading, Financial Markets, Financial Risk, ETFs, Equity Trading
Education
Tulane University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, Concentration in Finance, 3.6
St. Francis
Baker Hughes July 2013 - Present
Lightspeed Trading LLC July 2006 - June 2013
Etrade Financial 2000 - 2006
Skills
Acquisition Integration, Trading Systems, Capital Markets, Electronic Trading, Financial Modeling, Investment Banking, Financial Services, Mergers & Acquisitions, Project Management, Risk Management, Financial Analysis, Portfolio Management, Alternative Investments, Strategy, Corporate Finance, Options, Finance, Executive Management, Valuation, Equities, Securities, Investments, Equity Derivatives, Management, Business Analysis, Banking, Trading, Financial Markets, Financial Risk, ETFs, Equity Trading
Education
Tulane University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, Concentration in Finance, 3.6
St. Francis
James Peterson James Peterson's E*TRADE Financial Experience May 2007 - Present
Job Senior Manager, Network Architecture at E*Trade
Industry Information Technology and Services
Experience
E*Trade Financial May 2007 - Present
E*Trade June 2006 - May 2007
ADCom January 2004 - May 2006
NetEffects Corp August 2002 - December 2003
CheckFree April 2000 - March 2002
International Network Service July 1999 - April 2000
United States Marine Corps July 1985 - June 1999
Skills
VoIP, Telecommunications, WAN, MPLS, Network Architecture, Switches, TCP/IP, Routing, BGP, Network Engineering, QoS, OSPF, Project Management, Team Leadership, IT Operations, Software Development, Managed Services, IT contract negotiation, Carrier Relationship..., Telecom Expense..., Strategic IT Management, Optical Communications, Executive Management, Enterprise Software, IP, Cisco Technologies, IT Service Management, Data Center, Vendor Management
Education
Troy University 1997 — 1998
MSM, Management
University of Maryland University College 1993 — 1997
BS, Computer Sciences
E*Trade Financial May 2007 - Present
E*Trade June 2006 - May 2007
ADCom January 2004 - May 2006
NetEffects Corp August 2002 - December 2003
CheckFree April 2000 - March 2002
International Network Service July 1999 - April 2000
United States Marine Corps July 1985 - June 1999
Skills
VoIP, Telecommunications, WAN, MPLS, Network Architecture, Switches, TCP/IP, Routing, BGP, Network Engineering, QoS, OSPF, Project Management, Team Leadership, IT Operations, Software Development, Managed Services, IT contract negotiation, Carrier Relationship..., Telecom Expense..., Strategic IT Management, Optical Communications, Executive Management, Enterprise Software, IP, Cisco Technologies, IT Service Management, Data Center, Vendor Management
Education
Troy University 1997 — 1998
MSM, Management
University of Maryland University College 1993 — 1997
BS, Computer Sciences
Foo Lim Foo Lim's E*TRADE Financial Experience January 2003 - March 2005
Job Staff Software Engineer at Vungle
Industry Computer Software
Experience
Vungle October 2014 - Present
Construcs May 2012 - September 2014
C3 Energy Network August 2011 - May 2012
Carbonflow, Inc. July 2008 - August 2011
SuccessFactors, Inc. January 2006 - July 2008
Health Net Inc. March 2005 - February 2006
E*Trade Financial January 2003 - March 2005
University of California, Davis, Computer Science Dept March 2001 - December 2002
Electronics for Imaging July 2000 - September 2000
Skills
Java, Perl, AJAX, C++, C, Ruby on Rails, Web Services, Agile Methodologies, Tomcat, Subversion, SQL, Apache, MySQL, Ant, Data Warehousing, Web Applications, Amazon Web Services..., JBoss Application Server, EJB, Databases, Software Engineering, Bash, Software Development, Ruby, Oracle, JavaScript, System Architecture, Integration, Architecture, Cloud Computing, Enterprise Software, Requirements Analysis, Product Management, JSON, MongoDB, XML, Distributed Systems
Education
University of California, Davis 2001 — 2002
M.S., Computer Science
University of California, Davis 1996 — 2001
B.S., Computer Science
Vungle October 2014 - Present
Construcs May 2012 - September 2014
C3 Energy Network August 2011 - May 2012
Carbonflow, Inc. July 2008 - August 2011
SuccessFactors, Inc. January 2006 - July 2008
Health Net Inc. March 2005 - February 2006
E*Trade Financial January 2003 - March 2005
University of California, Davis, Computer Science Dept March 2001 - December 2002
Electronics for Imaging July 2000 - September 2000
Skills
Java, Perl, AJAX, C++, C, Ruby on Rails, Web Services, Agile Methodologies, Tomcat, Subversion, SQL, Apache, MySQL, Ant, Data Warehousing, Web Applications, Amazon Web Services..., JBoss Application Server, EJB, Databases, Software Engineering, Bash, Software Development, Ruby, Oracle, JavaScript, System Architecture, Integration, Architecture, Cloud Computing, Enterprise Software, Requirements Analysis, Product Management, JSON, MongoDB, XML, Distributed Systems
Education
University of California, Davis 2001 — 2002
M.S., Computer Science
University of California, Davis 1996 — 2001
B.S., Computer Science
Amy S. Hoffman Amy S. Hoffman's E*TRADE Financial Experience July 2008 - March 2012
Job Product Management at Banjo
Industry Financial Services
Experience
Banjo August 2015 - Present
Charles Schwab April 2012 - August 2015
UC Berkeley Extension September 2009 - December 2014
E*TRADE FINANCIAL July 2008 - March 2012
Market Compass, Inc. December 1999 - July 2008
Aquila Capital Management, LLC October 2002 - January 2008
ON24 2000 - 2002
NYSE Euronext 1992 - 2000
Skills
Options, Derivatives, Equities, Trading, Risk Management, Portfolio Management, Investments, Financial Risk, Strategy, Series 7, Financial Markets, Hedge Funds, Product Management, Fixed Income, Hedging, Trading Systems, Analytics, Strategic Planning, Options Strategies, Management, Equity Derivatives, Analysis, Financial Services, Brokerage, Start-ups, Leadership, FINRA, SDLC, New Business Development, Market Making, Business Development, Technical Analysis, Competitive Analysis, Asset Management, Series 63, Business Strategy, Derivatives Trading, Product Marketing, User Experience, Product Development, Product Design, Agile & Waterfall..., Agile Web Development, Technology, Team Leadership, Teaching, E-Learning, Training & Development, Learning Management..., TFS
Education
IDEO U 2015 — 2015
Insights for Innovation
University of California, Berkeley 2002 — 2006
CFP, Certified Financial Planner, 3.8
University of Arizona
BA, Psychology, Child Development
The New School - Santa Fe, NM
College Preparatory
Banjo August 2015 - Present
Charles Schwab April 2012 - August 2015
UC Berkeley Extension September 2009 - December 2014
E*TRADE FINANCIAL July 2008 - March 2012
Market Compass, Inc. December 1999 - July 2008
Aquila Capital Management, LLC October 2002 - January 2008
ON24 2000 - 2002
NYSE Euronext 1992 - 2000
Skills
Options, Derivatives, Equities, Trading, Risk Management, Portfolio Management, Investments, Financial Risk, Strategy, Series 7, Financial Markets, Hedge Funds, Product Management, Fixed Income, Hedging, Trading Systems, Analytics, Strategic Planning, Options Strategies, Management, Equity Derivatives, Analysis, Financial Services, Brokerage, Start-ups, Leadership, FINRA, SDLC, New Business Development, Market Making, Business Development, Technical Analysis, Competitive Analysis, Asset Management, Series 63, Business Strategy, Derivatives Trading, Product Marketing, User Experience, Product Development, Product Design, Agile & Waterfall..., Agile Web Development, Technology, Team Leadership, Teaching, E-Learning, Training & Development, Learning Management..., TFS
Education
IDEO U 2015 — 2015
Insights for Innovation
University of California, Berkeley 2002 — 2006
CFP, Certified Financial Planner, 3.8
University of Arizona
BA, Psychology, Child Development
The New School - Santa Fe, NM
College Preparatory
Andrew Hylton, CPA Andrew Hylton, CPA's E*TRADE Financial Experience January 2014 - April 2014
Job Senior Consultant at EY
Industry Accounting
Experience
EY April 2014 - Present
E*TRADE Financial January 2014 - April 2014
Grant Thornton LLP January 2012 - January 2014
PricewaterhouseCoopers November 2010 - January 2012
PwC June 2009 - August 2009
Skills
Auditing, Internal Controls, Government Accounting, Tax, CPA, Financial Analysis, Federal Audit, OMB Circular A-133, Accounting, Data Analytics, Internal Audit, Due Diligence, GAO Red Book, GAO Yellow Book, GAO Green Book, DoD FMR, GAO/PCIE Financial..., TeamMate, Mergers, Corporate Tax, Income Tax, OMB A-123, Financial Services, Banking, GAAP, US GAAP
Education
University of Alabama 2007 — 2010
Masters of Science in Taxation, Accounting
University of Alabama 2007 — 2009
Bachelors, Accounting
EY April 2014 - Present
E*TRADE Financial January 2014 - April 2014
Grant Thornton LLP January 2012 - January 2014
PricewaterhouseCoopers November 2010 - January 2012
PwC June 2009 - August 2009
Skills
Auditing, Internal Controls, Government Accounting, Tax, CPA, Financial Analysis, Federal Audit, OMB Circular A-133, Accounting, Data Analytics, Internal Audit, Due Diligence, GAO Red Book, GAO Yellow Book, GAO Green Book, DoD FMR, GAO/PCIE Financial..., TeamMate, Mergers, Corporate Tax, Income Tax, OMB A-123, Financial Services, Banking, GAAP, US GAAP
Education
University of Alabama 2007 — 2010
Masters of Science in Taxation, Accounting
University of Alabama 2007 — 2009
Bachelors, Accounting
Philip Bouchard's E*TRADE Financial Experience July 2007 - September 2010
Job Author
Industry Writing and Editing
Experience
self-employed September 2013 - Present
SugarSync March 2012 - August 2013
Huawei March 2011 - August 2011
E*TRADE Financial July 2007 - September 2010
Extractable September 2005 - March 2007
Onlinefocus February 1999 - July 2005
Creative Wonders April 1997 - February 1998
McGraw-Hill Home Interactive September 1995 - February 1997
Broderbund Software January 1993 - September 1995
Bouchard Creations September 1986 - December 1992
Skills
Interaction Design, Web Applications, User Experience, Information Architecture, User Interface Design, User-centered Design, Product Management, Prototyping, Usability Testing, Personas, Balsamiq, iRise, Photoshop, Wireframes, Agile Methodologies, E-commerce, Visual Design, Usability, Web Design, Wire Framing, Heuristic Evaluation, User Interface, Mobile Applications, Design Strategy, Usability Engineering
Education
University of Texas at Austin 1977 — 1979
Master’s Degree
University of North Carolina at Chapel Hill 1976 — 1977
University of Georgia 1972 — 1976
Bachelor’s Degree
self-employed September 2013 - Present
SugarSync March 2012 - August 2013
Huawei March 2011 - August 2011
E*TRADE Financial July 2007 - September 2010
Extractable September 2005 - March 2007
Onlinefocus February 1999 - July 2005
Creative Wonders April 1997 - February 1998
McGraw-Hill Home Interactive September 1995 - February 1997
Broderbund Software January 1993 - September 1995
Bouchard Creations September 1986 - December 1992
Skills
Interaction Design, Web Applications, User Experience, Information Architecture, User Interface Design, User-centered Design, Product Management, Prototyping, Usability Testing, Personas, Balsamiq, iRise, Photoshop, Wireframes, Agile Methodologies, E-commerce, Visual Design, Usability, Web Design, Wire Framing, Heuristic Evaluation, User Interface, Mobile Applications, Design Strategy, Usability Engineering
Education
University of Texas at Austin 1977 — 1979
Master’s Degree
University of North Carolina at Chapel Hill 1976 — 1977
University of Georgia 1972 — 1976
Bachelor’s Degree
Brett Cornwell, CFA Brett Cornwell, CFA's E*TRADE Financial Experience July 1998 - February 2001
Job Senior Vice President
Industry Financial Services
Experience
Callan Associates August 2010 - Present
Wetherby Asset Management July 2001 - July 2010
E*TRADE Financial July 1998 - February 2001
Morgan Stanley Dean Witter August 1997 - July 1998
Skills
Fixed Income, Asset Allocation, Investment Manager Due..., MLP, Asset Managment, Commodity, Research, Alternative Investments, Investments, Wealth Management, Investment Management, Mutual Funds, Asset Management, Due Diligence, Economics, Capital Markets, Derivatives, Investment Strategies, Strategy, Emerging Markets, Institutional..., Performance Attribution, Pension Funds
Education
University of Alabama 1992 — 1996
Bachelor of Science, Finance & Economics
Callan Associates August 2010 - Present
Wetherby Asset Management July 2001 - July 2010
E*TRADE Financial July 1998 - February 2001
Morgan Stanley Dean Witter August 1997 - July 1998
Skills
Fixed Income, Asset Allocation, Investment Manager Due..., MLP, Asset Managment, Commodity, Research, Alternative Investments, Investments, Wealth Management, Investment Management, Mutual Funds, Asset Management, Due Diligence, Economics, Capital Markets, Derivatives, Investment Strategies, Strategy, Emerging Markets, Institutional..., Performance Attribution, Pension Funds
Education
University of Alabama 1992 — 1996
Bachelor of Science, Finance & Economics
Fiona Ping Lam Fiona Ping Lam's E*TRADE Financial Experience September 2006 - August 2007
Job Financial Services Rep
Industry Financial Services
Experience
Lionbridge 2011 - May 2015
TD Bank 2010 - 2010
Genesis Securities/SogoTrade 2008 - 2009
Etrade Financial September 2006 - August 2007
TD Waterhouse May 2004 - April 2005
Skills
Series 7, Series 63, Mutual Funds, Securities, Equities, Financial Services, Investments, Options, Retirement Planning, Asset Allocation, Bloomberg, Fixed Income, Trading, Wealth Management, Finance
Education
State University of New York at Albany 1998 — 2002
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Lionbridge 2011 - May 2015
TD Bank 2010 - 2010
Genesis Securities/SogoTrade 2008 - 2009
Etrade Financial September 2006 - August 2007
TD Waterhouse May 2004 - April 2005
Skills
Series 7, Series 63, Mutual Funds, Securities, Equities, Financial Services, Investments, Options, Retirement Planning, Asset Allocation, Bloomberg, Fixed Income, Trading, Wealth Management, Finance
Education
State University of New York at Albany 1998 — 2002
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Bradley J. Chestler's E*TRADE Financial Experience 2001 - 2003
Job IT Recruiting Manager at Robert Half Technology
Industry Information Technology and Services
Experience
Robert Half Technology February 2015 - Present
CareerBuilder.com December 2012 - October 2014
Chicago Apartment Finders June 2008 - December 2012
GCG Financial 2005 - 2008
KMBE trading 2003 - 2005
E*TRADE Financial 2001 - 2003
Dempsey & Company 1999 - 2001
C & A Trading / GVR Company January 1990 - January 1999
Skills
Trading, Fundraising, Options, Securities, Financial Markets, Marketing, Sales, Managing large groups, Real Estate, Effective training..., Conceptionally..., People Skills, Business, Customer Service, Youth Work, Problem Solving, Recruiting, Quality Management, Leadership, Entrepreneurship, Creative Writing, Management, Business Development, Start-ups, Talent Acquisition, Risk Management, Team Building, Finance, Sales Operations, Management Consulting, Networking, Account Management, Training, Analysis, Consulting, Bass Fishing
Education
University of Kansas 1986 — 1990
BS, Cognitive Psychology
Homewood Flossmoor 1982 — 1986
bg
Robert Half Technology February 2015 - Present
CareerBuilder.com December 2012 - October 2014
Chicago Apartment Finders June 2008 - December 2012
GCG Financial 2005 - 2008
KMBE trading 2003 - 2005
E*TRADE Financial 2001 - 2003
Dempsey & Company 1999 - 2001
C & A Trading / GVR Company January 1990 - January 1999
Skills
Trading, Fundraising, Options, Securities, Financial Markets, Marketing, Sales, Managing large groups, Real Estate, Effective training..., Conceptionally..., People Skills, Business, Customer Service, Youth Work, Problem Solving, Recruiting, Quality Management, Leadership, Entrepreneurship, Creative Writing, Management, Business Development, Start-ups, Talent Acquisition, Risk Management, Team Building, Finance, Sales Operations, Management Consulting, Networking, Account Management, Training, Analysis, Consulting, Bass Fishing
Education
University of Kansas 1986 — 1990
BS, Cognitive Psychology
Homewood Flossmoor 1982 — 1986
bg
Matthew Scheuer Matthew Scheuer's E*TRADE Financial Experience August 2013 - Present
Job Senior Risk Analyst at E*trade Financial
Industry Financial Services
Experience
E*TRADE Financial August 2013 - Present
E*TRADE Financial Corporation August 2011 - August 2013
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Trading, Microsoft Office, Derivatives, Risk Management, Microsoft Word, Investments, Finance, Financial Risk, Sales, FINRA, Agriculture, Customer Service, Marketing, Research, Equities
Education
2016 Level II Candidate in the CFA Program 2015 — 2016
State University of New York at Albany 2007 — 2011
Bachelor of Science (B.S.), Economics, Business Administration
E*TRADE Financial August 2013 - Present
E*TRADE Financial Corporation August 2011 - August 2013
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Trading, Microsoft Office, Derivatives, Risk Management, Microsoft Word, Investments, Finance, Financial Risk, Sales, FINRA, Agriculture, Customer Service, Marketing, Research, Equities
Education
2016 Level II Candidate in the CFA Program 2015 — 2016
State University of New York at Albany 2007 — 2011
Bachelor of Science (B.S.), Economics, Business Administration
Brendan Delumpa's E*TRADE Financial Experience October 2004 - February 2006
Job UI Architect at RiverMeadow Software
Industry Internet
Experience
RiverMeadow Software August 2012 - Present
Max's Opera Cafe 2001 - Present
WhiteHat Security December 2011 - August 2012
SuccessFactors October 2007 - May 2011
G2 Technology 2011 - 2011
Virtual Construction May 2007 - October 2007
Ludi Labs February 2007 - May 2007
E*TRADE Financial October 2004 - February 2006
Innovation Architects January 2000 - September 2004
Full Moon Interactive January 1999 - August 2001
Skills
JavaScript, CSS, User Interface, HTML, User Experience, AJAX, Agile Methodologies, Web Development, Software Development, JSON, User Interface Design, HTML 5, MVC, UML, Object Oriented Design, Design Patterns, Software Engineering, Project Management, Ruby on Rails, Musicians, Team Building, REST, Web Applications, Mobile Applications, Front-end, Java, Scrum, software architect, user interface manager, object oriented..., Big Brother, Perl, Integration, HTML5, Backbone.js
Education
UC Davis 1980 — 1986
BS, Biology (pending)
RiverMeadow Software August 2012 - Present
Max's Opera Cafe 2001 - Present
WhiteHat Security December 2011 - August 2012
SuccessFactors October 2007 - May 2011
G2 Technology 2011 - 2011
Virtual Construction May 2007 - October 2007
Ludi Labs February 2007 - May 2007
E*TRADE Financial October 2004 - February 2006
Innovation Architects January 2000 - September 2004
Full Moon Interactive January 1999 - August 2001
Skills
JavaScript, CSS, User Interface, HTML, User Experience, AJAX, Agile Methodologies, Web Development, Software Development, JSON, User Interface Design, HTML 5, MVC, UML, Object Oriented Design, Design Patterns, Software Engineering, Project Management, Ruby on Rails, Musicians, Team Building, REST, Web Applications, Mobile Applications, Front-end, Java, Scrum, software architect, user interface manager, object oriented..., Big Brother, Perl, Integration, HTML5, Backbone.js
Education
UC Davis 1980 — 1986
BS, Biology (pending)
Carmen Tan's E*TRADE Financial Experience November 2001 - July 2003
Job
Industry Gambling & Casinos
Experience
Big Fish December 2014 - Present
IGT December 2013 - May 2015
Electronic Arts July 2012 - December 2013
PLAYSTUDIOS March 2012 - July 2012
IGT January 2011 - March 2012
IGT January 2009 - January 2011
IGT July 2006 - September 2010
WagerWorks March 2004 - July 2006
PayPal, Inc August 2003 - March 2004
E*TRADE Financial November 2001 - July 2003
Skills
Product Management, Product Requirements, E-commerce, Online Gambling, User Experience, Agile Methodologies, CRM, Enterprise Software, Flash, Game Development, Integration, Management, Marketing, Mobile Devices, Online Gaming, Product Marketing, Requirements Analysis, SDLC, SaaS, Scrum, Strategy, User Interface Design, Web Services, Social Games, Product Development, Mobile Applications
Education
University of California, Berkeley 1995 — 1997
Bachelor of Arts, English Literature
Mercy High School, SF
Big Fish December 2014 - Present
IGT December 2013 - May 2015
Electronic Arts July 2012 - December 2013
PLAYSTUDIOS March 2012 - July 2012
IGT January 2011 - March 2012
IGT January 2009 - January 2011
IGT July 2006 - September 2010
WagerWorks March 2004 - July 2006
PayPal, Inc August 2003 - March 2004
E*TRADE Financial November 2001 - July 2003
Skills
Product Management, Product Requirements, E-commerce, Online Gambling, User Experience, Agile Methodologies, CRM, Enterprise Software, Flash, Game Development, Integration, Management, Marketing, Mobile Devices, Online Gaming, Product Marketing, Requirements Analysis, SDLC, SaaS, Scrum, Strategy, User Interface Design, Web Services, Social Games, Product Development, Mobile Applications
Education
University of California, Berkeley 1995 — 1997
Bachelor of Arts, English Literature
Mercy High School, SF
Audrey Dzahli-Sowu's E*TRADE Financial Experience December 2011 - August 2014
Job Senior Manager, IT Change Management at E*TRADE Financial Corporation
Industry Information Technology and Services
Experience
E*TRADE Financial December 2011 - August 2014
E*TRADE Financial November 2010 - December 2011
Hewlett-Packard August 2007 - April 2010
Hewlett-Packard August 2005 - April 2007
Hewlett-Packard 2003 - 2004
P&G 2000 - 2003
National Health Service 1997 - 2000
Skills
Building Collaborative..., Business Process Design, Managing Diverse and..., Negotiation, ITIL, Management, System Deployment, Coaching, IT Service Management, Vendor Management, Service Management, Incident Management, Process Improvement, Change Management, Service Delivery, Disaster Recovery, Data Center, Business Analysis
Education
University of Manchester - Institute of Science and Technology 1996 — 2000
Master of Engineering Electrical Engineering and Electronics with French
Université Montpellier II 1998 — 1999
Master of Engineering Electrical Engineering and Electronics with French
Achimota School 1993 — 1995
GCE A-Levels
E*TRADE Financial December 2011 - August 2014
E*TRADE Financial November 2010 - December 2011
Hewlett-Packard August 2007 - April 2010
Hewlett-Packard August 2005 - April 2007
Hewlett-Packard 2003 - 2004
P&G 2000 - 2003
National Health Service 1997 - 2000
Skills
Building Collaborative..., Business Process Design, Managing Diverse and..., Negotiation, ITIL, Management, System Deployment, Coaching, IT Service Management, Vendor Management, Service Management, Incident Management, Process Improvement, Change Management, Service Delivery, Disaster Recovery, Data Center, Business Analysis
Education
University of Manchester - Institute of Science and Technology 1996 — 2000
Master of Engineering Electrical Engineering and Electronics with French
Université Montpellier II 1998 — 1999
Master of Engineering Electrical Engineering and Electronics with French
Achimota School 1993 — 1995
GCE A-Levels
Ryan Hatton's E*TRADE Financial Experience December 2000 - July 2002
Job Entrepreneur/Consultant/Business Owner
Industry Capital Markets
Experience
HMC June 2011 - Present
Focus Services November 2010 - June 2011
Data Systems International November 2009 - November 2010
Investools November 2003 - November 2008
Investools Online November 2003 - November 2008
Investools Online November 2003 - October 2006
Cornerstone America December 2002 - July 2003
Barclay's Global Investors July 2002 - December 2002
E*TRADE Financial December 2000 - July 2002
franklin templeton March 1998 - December 2000
Skills
Competitive Analysis, Asset Allocation, Options, Currency, Investments, Trading, Equities, Technical Analysis, Finance, Financial Analysis, Mutual Funds, Team Building, Sales, Coaching, Business Development, Entrepreneurship, Business Strategy, Account Management, Management, Training, Financial Modeling, Data Analysis, Investment Advisory, Executive Management, Risk Management, Strategy, Asset Management, Program Management, Investment Strategies, Business Planning, Start-ups, Customer Service, Analysis, Leadership, Financial Markets, Financial Services, Team Leadership, Securities, Mergers & Acquisitions
Education
University of Utah 2004 — 2006
MBA, Finance
University of California, Davis 2000 — 2002
B.A, Economics
HMC June 2011 - Present
Focus Services November 2010 - June 2011
Data Systems International November 2009 - November 2010
Investools November 2003 - November 2008
Investools Online November 2003 - November 2008
Investools Online November 2003 - October 2006
Cornerstone America December 2002 - July 2003
Barclay's Global Investors July 2002 - December 2002
E*TRADE Financial December 2000 - July 2002
franklin templeton March 1998 - December 2000
Skills
Competitive Analysis, Asset Allocation, Options, Currency, Investments, Trading, Equities, Technical Analysis, Finance, Financial Analysis, Mutual Funds, Team Building, Sales, Coaching, Business Development, Entrepreneurship, Business Strategy, Account Management, Management, Training, Financial Modeling, Data Analysis, Investment Advisory, Executive Management, Risk Management, Strategy, Asset Management, Program Management, Investment Strategies, Business Planning, Start-ups, Customer Service, Analysis, Leadership, Financial Markets, Financial Services, Team Leadership, Securities, Mergers & Acquisitions
Education
University of Utah 2004 — 2006
MBA, Finance
University of California, Davis 2000 — 2002
B.A, Economics
Annu Kristipati's E*TRADE Financial Experience March 2001 - June 2005
Job Engagement Manager at Looker
Industry Information Technology and Services
Experience
Looker June 2014 - Present
Claraview January 2013 - May 2014
KIPP Foundation February 2011 - December 2012
Lunexa July 2010 - February 2011
Technology Finance Partners July 2008 - February 2009
IBM July 2007 - July 2008
Amgen June 2006 - September 2006
E*Trade Financial March 2001 - June 2005
PricewaterhouseCoopers July 2000 - February 2001
Skills
Project Management, Business Intelligence, Analytics, Business Analysis, SDLC, Consulting, Analysis, Cross-functional Team..., Data Analysis, Databases, Salesforce.com, Financial Services, Program Management, Software Project..., SQL, IT Strategy, Training, Management, Management Consulting, Cloud Computing, SaaS, LookML, Engagement Management
Education
University of California, Los Angeles - The Anderson School of Management 2005 — 2007
MBA
University of California, Los Angeles 1996 — 2000
BA
Irvington High School 1993 — 1996
Looker June 2014 - Present
Claraview January 2013 - May 2014
KIPP Foundation February 2011 - December 2012
Lunexa July 2010 - February 2011
Technology Finance Partners July 2008 - February 2009
IBM July 2007 - July 2008
Amgen June 2006 - September 2006
E*Trade Financial March 2001 - June 2005
PricewaterhouseCoopers July 2000 - February 2001
Skills
Project Management, Business Intelligence, Analytics, Business Analysis, SDLC, Consulting, Analysis, Cross-functional Team..., Data Analysis, Databases, Salesforce.com, Financial Services, Program Management, Software Project..., SQL, IT Strategy, Training, Management, Management Consulting, Cloud Computing, SaaS, LookML, Engagement Management
Education
University of California, Los Angeles - The Anderson School of Management 2005 — 2007
MBA
University of California, Los Angeles 1996 — 2000
BA
Irvington High School 1993 — 1996
Matt Bloom's E*TRADE Financial Experience June 2000 - July 2004
Job Senior Director of Product Management at Demand Media
Industry Online Media
Experience
Demand Media March 2014 - Present
Demand Media August 2012 - March 2014
TrueCar, Inc. November 2010 - August 2012
lynda.com September 2009 - October 2010
Matt Bloom Consulting January 2009 - December 2009
Yahoo! November 2006 - February 2009
Yahoo March 2006 - November 2006
Yahoo July 2004 - March 2006
E*TRADE Financial June 2000 - July 2004
Team One Advertising April 1999 - May 2000
Skills
Product Management, User Experience, Product Development, Competitive Analysis, Business Development, Strategic Planning, Marketing, Mobile Devices, Strategic Partnerships, Web Analytics, Product Marketing, Agile Methodologies, Management, Online Advertising, Start-ups, E-commerce, Marketing Strategy, Partner Management, Business Case, Editorial, Projects, Opportunity Assessment, Digital Strategy, Roadmap, Agile Project Management, Scrum, Content Strategy, Content Management, Web Content, Online Content Creation, Leadership, Strategy, Digital Media, Analytics, Cross-functional Team..., Business Strategy, Consulting
Education
University of California, Berkeley - Walter A. Haas School of Business 2003 — 2006
MBA
University of Wisconsin-Madison 1992 — 1994
B.S.
Demand Media March 2014 - Present
Demand Media August 2012 - March 2014
TrueCar, Inc. November 2010 - August 2012
lynda.com September 2009 - October 2010
Matt Bloom Consulting January 2009 - December 2009
Yahoo! November 2006 - February 2009
Yahoo March 2006 - November 2006
Yahoo July 2004 - March 2006
E*TRADE Financial June 2000 - July 2004
Team One Advertising April 1999 - May 2000
Skills
Product Management, User Experience, Product Development, Competitive Analysis, Business Development, Strategic Planning, Marketing, Mobile Devices, Strategic Partnerships, Web Analytics, Product Marketing, Agile Methodologies, Management, Online Advertising, Start-ups, E-commerce, Marketing Strategy, Partner Management, Business Case, Editorial, Projects, Opportunity Assessment, Digital Strategy, Roadmap, Agile Project Management, Scrum, Content Strategy, Content Management, Web Content, Online Content Creation, Leadership, Strategy, Digital Media, Analytics, Cross-functional Team..., Business Strategy, Consulting
Education
University of California, Berkeley - Walter A. Haas School of Business 2003 — 2006
MBA
University of Wisconsin-Madison 1992 — 1994
B.S.
Romer Blanquera, CRPC®'s E*TRADE Financial Experience September 1999 - November 2006
Job
Industry Financial Services
Experience
Merrill Lynch June 2007 - Present
Investors Bank and Trust February 2007 - April 2007
E*TRADE Financial September 1999 - November 2006
Skills
Notary Public, Securities, Financial Services, Retirement Planning, Wealth Management, Mutual Funds, Call Centers, Investments, Asset Allocation, Retirement, Trading, Banking, Investment Advisory, ETFs, Equity Trading, Fixed Income, Electronic Trading, Equities, Financial Advisory, Investment Strategies, 401k, CRPC, IRAs
Education
University of California, Davis 1993 — 1998
Merrill Lynch June 2007 - Present
Investors Bank and Trust February 2007 - April 2007
E*TRADE Financial September 1999 - November 2006
Skills
Notary Public, Securities, Financial Services, Retirement Planning, Wealth Management, Mutual Funds, Call Centers, Investments, Asset Allocation, Retirement, Trading, Banking, Investment Advisory, ETFs, Equity Trading, Fixed Income, Electronic Trading, Equities, Financial Advisory, Investment Strategies, 401k, CRPC, IRAs
Education
University of California, Davis 1993 — 1998
Radha Krishnaswamy's E*TRADE Financial Experience 1998 - 2001
Job Vice President, Online Banking Product Management at Bank of the West
Industry Financial Services
Experience
Bank of the West February 2015 - Present
Bank of the West August 2014 - Present
Consultant at Wells Fargo 2013 - August 2014
Yahoo! 2011 - 2013
Charles Schwab 2005 - 2011
Charles Schwab & Co. Inc. 2003 - 2005
Intuit 2002 - 2003
E*TRADE Financial 1998 - 2001
Sun Microsystems 1997 - 1998
Skills
Product Management, Cross-functional Team..., User Experience, Agile Methodologies, Web Analytics, Mobile Devices, Requirements Analysis, Financial Services, Integration, Product Development, Mobile Applications, Agile Project Management, Online Products, Business Requirements, Competitive Analysis, Web Applications, Strategy, Management, Agile, Electronic Funds..., Product Strategy, Mobile Apps, Online Retail, Usability Testing, Mobile, Six Sigma, Leadership
Education
University of California, Berkeley
MBA, Management
University of Delhi, India
Master of Philosophy (M.Phil.), Operations Research
University of Delhi, India
Master of Arts (M.A.), Operations Research
Bank of the West February 2015 - Present
Bank of the West August 2014 - Present
Consultant at Wells Fargo 2013 - August 2014
Yahoo! 2011 - 2013
Charles Schwab 2005 - 2011
Charles Schwab & Co. Inc. 2003 - 2005
Intuit 2002 - 2003
E*TRADE Financial 1998 - 2001
Sun Microsystems 1997 - 1998
Skills
Product Management, Cross-functional Team..., User Experience, Agile Methodologies, Web Analytics, Mobile Devices, Requirements Analysis, Financial Services, Integration, Product Development, Mobile Applications, Agile Project Management, Online Products, Business Requirements, Competitive Analysis, Web Applications, Strategy, Management, Agile, Electronic Funds..., Product Strategy, Mobile Apps, Online Retail, Usability Testing, Mobile, Six Sigma, Leadership
Education
University of California, Berkeley
MBA, Management
University of Delhi, India
Master of Philosophy (M.Phil.), Operations Research
University of Delhi, India
Master of Arts (M.A.), Operations Research
Anthony Liberty's E*TRADE Financial Experience 1997 - 2001
Job AJLiberty dot com
Industry Investment Management
Experience
S.F. Baker Investments, LLC. January 1998 - Present
Etrade Financial 1997 - 2001
Platt College January 1995 - September 1998
Education
University of California, Berkeley 1984 — 1987
S.F. Baker Investments, LLC. January 1998 - Present
Etrade Financial 1997 - 2001
Platt College January 1995 - September 1998
Education
University of California, Berkeley 1984 — 1987
Josh Bliss's E*TRADE Financial Experience April 2006 - March 2008
Job Vice PresidentInvestments, Senior Financial Advisor, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2008 - Present
E*TRADE FINANCIAL April 2006 - March 2008
Merrill Lynch 2003 - 2006
Estate Planning of California 2001 - 2003
Skills
Investment Strategies, Retirement Planning, Investment Planning, Asset Allocation, 401k Rollovers, Relationship Management, Financial Advisory, Financial Services, Financial Analysis, Wealth Accumulation..., Estate Investment..., Intergenerational..., Wealth Preservation..., Fixed Income Strategies, Stock Research, ETFs, Investments, Stock Trading, Bond Markets, Unit Investment Trusts, 529 Plans, Mutual Funds, Long Term Care Insurance, Life Insurance
Education
University of Arizona 1987 — 1992
B.S
Wells Fargo Advisors March 2008 - Present
E*TRADE FINANCIAL April 2006 - March 2008
Merrill Lynch 2003 - 2006
Estate Planning of California 2001 - 2003
Skills
Investment Strategies, Retirement Planning, Investment Planning, Asset Allocation, 401k Rollovers, Relationship Management, Financial Advisory, Financial Services, Financial Analysis, Wealth Accumulation..., Estate Investment..., Intergenerational..., Wealth Preservation..., Fixed Income Strategies, Stock Research, ETFs, Investments, Stock Trading, Bond Markets, Unit Investment Trusts, 529 Plans, Mutual Funds, Long Term Care Insurance, Life Insurance
Education
University of Arizona 1987 — 1992
B.S
Harry Florio, Jr., SPHR, HCS's E*TRADE Financial Experience July 2005 - March 2008
Job Experienced Consultative and Strategic Human Capital Leader
Industry Human Resources
Experience
SECU March 2008 - Present
E*TRADE FINANCIAL July 2005 - March 2008
T. Rowe Price January 2003 - July 2005
Verio April 2000 - December 2002
T Rowe Price 1997 - 1999
Skills
Talent Management, Applicant Tracking..., Employee Relations, HRIS, Onboarding, Strategic Planning, Workforce Planning, Succession Planning, Compensation & Benefit, Mergers, Project Management, Collaborative Problem..., Leadership Development, Coaching Staff, Workshop Facilitation, Acquisitions
Education
University of Baltimore 1996 — 1998
MBA, Human Resource Management
Towson University 1990 — 1995
BS, Business Administration
SECU March 2008 - Present
E*TRADE FINANCIAL July 2005 - March 2008
T. Rowe Price January 2003 - July 2005
Verio April 2000 - December 2002
T Rowe Price 1997 - 1999
Skills
Talent Management, Applicant Tracking..., Employee Relations, HRIS, Onboarding, Strategic Planning, Workforce Planning, Succession Planning, Compensation & Benefit, Mergers, Project Management, Collaborative Problem..., Leadership Development, Coaching Staff, Workshop Facilitation, Acquisitions
Education
University of Baltimore 1996 — 1998
MBA, Human Resource Management
Towson University 1990 — 1995
BS, Business Administration
Harry Florio's E*TRADE Financial Experience July 2005 - Present
Job HR Business Partner, E*TRADE Financial
Industry Human Resources
Experience
E*TRADE Financial July 2005 - Present
T. Rowe Price January 2003 - July 2005
Verio/NTT April 2000 - December 2002
Verio 2000 - 2002
NTT/Verio 2000 - 2002
Education
University of Baltimore 1996 — 1998
Towson University 1990 — 1995
BS, Business Administration
E*TRADE Financial July 2005 - Present
T. Rowe Price January 2003 - July 2005
Verio/NTT April 2000 - December 2002
Verio 2000 - 2002
NTT/Verio 2000 - 2002
Education
University of Baltimore 1996 — 1998
Towson University 1990 — 1995
BS, Business Administration
Jeffrey A. Johnson's E*TRADE Financial Experience 2006 - 2009
Job Director, Enterprise Risk Management at OPSEU Pension Trust
Industry Financial Services
Experience
OPSEU Pension Trust 2014 - Present
Canada Deposit Insurance Corporation 2010 - 2013
First Solar 2009 - 2010
E*TRADE Financial 2006 - 2009
TD Waterhouse 2000 - 2006
TD Bank Financial Group 1999 - 2000
TD Canada Trust 1997 - 1999
Imperial Oil Limited 1980 - 1996
Skills
Enterprise Risk..., Risk Management, Risk, Operational Risk, Insurance, Credit Risk, Risk Mitigation, Financial Risk, Risk Assessment, Financial Modeling, Banking, Capital Markets, Financial Analysis, Finance, Management, Strategy, Operational Risk..., Leadership, Equities, Policy, Governance, Internal Controls, Credit
Education
University of Alberta 1982 — 1987
MBA
University of Waterloo 1975 — 1980
B Sc., Engineering
OPSEU Pension Trust 2014 - Present
Canada Deposit Insurance Corporation 2010 - 2013
First Solar 2009 - 2010
E*TRADE Financial 2006 - 2009
TD Waterhouse 2000 - 2006
TD Bank Financial Group 1999 - 2000
TD Canada Trust 1997 - 1999
Imperial Oil Limited 1980 - 1996
Skills
Enterprise Risk..., Risk Management, Risk, Operational Risk, Insurance, Credit Risk, Risk Mitigation, Financial Risk, Risk Assessment, Financial Modeling, Banking, Capital Markets, Financial Analysis, Finance, Management, Strategy, Operational Risk..., Leadership, Equities, Policy, Governance, Internal Controls, Credit
Education
University of Alberta 1982 — 1987
MBA
University of Waterloo 1975 — 1980
B Sc., Engineering
Xiyong (Adam) Yuan's E*TRADE Financial Experience May 1999 - Present
Job Director of Operations Technology at E*TRADE
Industry Financial Services
Experience
E*TRADE Financial May 1999 - Present
Tradescape May 1999 - April 2002
XKX January 1995 - January 2000
Merrill Lynch March 1998 - April 1999
NBC November 1996 - March 1998
Skills
SDLC, Agile Methodologies, Software Project..., Business Analysis, Windows Server, Unix, XML, Oracle SQL, Sybase, Microsoft SQL Server, Risk Management, BPEL, BPMN, Java, C++, .NET, Business Objects, Frontier, Oracle SOA Suite, Oracle, Linux, LDAP, Financial Reporting, Bank Reconciliation, Business Process..., Batch Processing, ETL Tools, Back Office, Day Trading, Web Development, Online Gaming, SOA, Visual Basic
Education
University of Cincinnati 1994 — 1996
Master of Science, Engineering
Tongji University 1988 — 1992
Bachelor, Civil Engineering
E*TRADE Financial May 1999 - Present
Tradescape May 1999 - April 2002
XKX January 1995 - January 2000
Merrill Lynch March 1998 - April 1999
NBC November 1996 - March 1998
Skills
SDLC, Agile Methodologies, Software Project..., Business Analysis, Windows Server, Unix, XML, Oracle SQL, Sybase, Microsoft SQL Server, Risk Management, BPEL, BPMN, Java, C++, .NET, Business Objects, Frontier, Oracle SOA Suite, Oracle, Linux, LDAP, Financial Reporting, Bank Reconciliation, Business Process..., Batch Processing, ETL Tools, Back Office, Day Trading, Web Development, Online Gaming, SOA, Visual Basic
Education
University of Cincinnati 1994 — 1996
Master of Science, Engineering
Tongji University 1988 — 1992
Bachelor, Civil Engineering
Randy L. Tripp's E*TRADE Financial Experience June 2011 - April 2013
Job Managing Director, Chief Audit Executive at TD Ameritrade
Industry Financial Services
Experience
Completely KIDS January 2014 - Present
TD Ameritrade April 2013 - Present
E*TRADE Financial June 2011 - April 2013
E*TRADE Financial April 2004 - June 2011
Avaya March 2001 - April 2004
Deutsche Bank February 1995 - March 2001
ITT Financial February 1994 - February 1995
ITT Financial September 1991 - February 1994
The Boatmen's National Bank of St. Louis December 1990 - September 1991
Community Federal Savings and Loan Association February 1987 - December 1990
Skills
Risk Management, Internal Audit, Internal Controls, Fraud, Financial Risk, Enterprise Risk..., SEC filings, Financial Analysis, Auditing, Mergers, Risk Assessment, Executive Management, Corporate Governance, Due Diligence, IT Audit, Financial Reporting, Sarbanes-Oxley, Governance, Mergers & Acquisitions, Forecasting, Finance, Strategy, Banking, Credit Risk, Equities, Financial Services, Investments, Change Management, Leadership, Management, Operational Risk..., Budgets, Securities, AML, Financial Modeling, Cash Management, Strategic Financial..., Operational Risk, Managerial Finance, Corporate Finance, Capital Markets, Asset Management, Fixed Income, COSO, Loans, Derivatives, Investment Banking, Portfolio Management, Credit, Hedge Funds
Education
Center for Creative Leadership 1996 — 1996
Leadership Development Program, Executive Management Skills
The University of Texas at Austin 1989 — 1991
Graduate Banking Certificate, Savings Institution Management
University of Missouri-Saint Louis 1974 — 1978
Bachelor of Science (BS), Accounting
Hazelwood High School 1973 — 1974
Completely KIDS January 2014 - Present
TD Ameritrade April 2013 - Present
E*TRADE Financial June 2011 - April 2013
E*TRADE Financial April 2004 - June 2011
Avaya March 2001 - April 2004
Deutsche Bank February 1995 - March 2001
ITT Financial February 1994 - February 1995
ITT Financial September 1991 - February 1994
The Boatmen's National Bank of St. Louis December 1990 - September 1991
Community Federal Savings and Loan Association February 1987 - December 1990
Skills
Risk Management, Internal Audit, Internal Controls, Fraud, Financial Risk, Enterprise Risk..., SEC filings, Financial Analysis, Auditing, Mergers, Risk Assessment, Executive Management, Corporate Governance, Due Diligence, IT Audit, Financial Reporting, Sarbanes-Oxley, Governance, Mergers & Acquisitions, Forecasting, Finance, Strategy, Banking, Credit Risk, Equities, Financial Services, Investments, Change Management, Leadership, Management, Operational Risk..., Budgets, Securities, AML, Financial Modeling, Cash Management, Strategic Financial..., Operational Risk, Managerial Finance, Corporate Finance, Capital Markets, Asset Management, Fixed Income, COSO, Loans, Derivatives, Investment Banking, Portfolio Management, Credit, Hedge Funds
Education
Center for Creative Leadership 1996 — 1996
Leadership Development Program, Executive Management Skills
The University of Texas at Austin 1989 — 1991
Graduate Banking Certificate, Savings Institution Management
University of Missouri-Saint Louis 1974 — 1978
Bachelor of Science (BS), Accounting
Hazelwood High School 1973 — 1974
Jeffrey Shue, Esq.'s E*TRADE Financial Experience July 2013 - May 2014
Job SVP UDAAP Compliance
Industry Banking
Experience
Bank of America September 2014 - Present
E*TRADE Financial Corporation May 2014 - September 2014
E*TRADE Financial July 2013 - May 2014
Consumer Financial Protection Bureau January 2011 - July 2013
U.S. Department of the Treasury August 2009 - January 2011
Citigroup July 2007 - August 2009
Citigroup June 2005 - July 2007
Citi October 2003 - May 2005
Skills
Banking, Compliance, Policy, Policy Analysis, Internal Controls, Loans, Mortgage Lending, Risk Management, Operational Risk..., Financial Regulation, Change Management, Operational Risk, Legal Research, Banking Law, Financial Institutions, Consumer Lending, Mortgage Servicing, Retail Banking, Regulatory Analysis, Finance, Financial Risk, Legal Writing, Auditing, Internal Audit, Litigation, Analysis, Public Policy, Fraud
Education
University of Baltimore School of Law
Juris Doctor, Business Law
Towson University
B.S, Mass Communication
Bank of America September 2014 - Present
E*TRADE Financial Corporation May 2014 - September 2014
E*TRADE Financial July 2013 - May 2014
Consumer Financial Protection Bureau January 2011 - July 2013
U.S. Department of the Treasury August 2009 - January 2011
Citigroup July 2007 - August 2009
Citigroup June 2005 - July 2007
Citi October 2003 - May 2005
Skills
Banking, Compliance, Policy, Policy Analysis, Internal Controls, Loans, Mortgage Lending, Risk Management, Operational Risk..., Financial Regulation, Change Management, Operational Risk, Legal Research, Banking Law, Financial Institutions, Consumer Lending, Mortgage Servicing, Retail Banking, Regulatory Analysis, Finance, Financial Risk, Legal Writing, Auditing, Internal Audit, Litigation, Analysis, Public Policy, Fraud
Education
University of Baltimore School of Law
Juris Doctor, Business Law
Towson University
B.S, Mass Communication
Chris Mokros's E*TRADE Financial Experience December 2007 - October 2010
Job National Director of Training, StoneMor Partners L.P.
Industry Professional Training & Coaching
Experience
StoneMor Partners, L.P. April 2015 - Present
Cox Communications January 2013 - March 2015
Lenny's Sub Shop December 2009 - April 2013
WorldPay US December 2010 - September 2012
E*TRADE Financial December 2007 - October 2010
SUNTRUST BANKS 2006 - 2007
First Horizon National Corporation January 1999 - January 2006
VINING SPARKS INVESTMENT GROUP January 1998 - January 1999
LUTHERAN BROTHERHOOD January 1997 - January 1998
Prudential Securities January 1995 - January 1996
Skills
Training, Salesforce.com, WebEx, Series 7, Captivate, Blended Learning, Instructional Design, Instructor-led Training, Needs Analysis, Team Building, Coaching, Leadership, Performance Management, E-Learning, Financial Services, Program Management, CRM, Customer Service, Employee Training, Software Documentation, Call Centers, Human Resources, Business Development, Interviews, Onboarding, Strategy, Project Management, Sales, Strategic Planning, Time Management, Analysis, Customer Retention, Banking, Employee Benefits
Education
The University of Memphis
Bachelor of Arts, Communications
University of Tennessee-Knoxville
StoneMor Partners, L.P. April 2015 - Present
Cox Communications January 2013 - March 2015
Lenny's Sub Shop December 2009 - April 2013
WorldPay US December 2010 - September 2012
E*TRADE Financial December 2007 - October 2010
SUNTRUST BANKS 2006 - 2007
First Horizon National Corporation January 1999 - January 2006
VINING SPARKS INVESTMENT GROUP January 1998 - January 1999
LUTHERAN BROTHERHOOD January 1997 - January 1998
Prudential Securities January 1995 - January 1996
Skills
Training, Salesforce.com, WebEx, Series 7, Captivate, Blended Learning, Instructional Design, Instructor-led Training, Needs Analysis, Team Building, Coaching, Leadership, Performance Management, E-Learning, Financial Services, Program Management, CRM, Customer Service, Employee Training, Software Documentation, Call Centers, Human Resources, Business Development, Interviews, Onboarding, Strategy, Project Management, Sales, Strategic Planning, Time Management, Analysis, Customer Retention, Banking, Employee Benefits
Education
The University of Memphis
Bachelor of Arts, Communications
University of Tennessee-Knoxville
Rick Clark's E*TRADE Financial Experience 2005 - 2007
Job Co Founder at aaSemble
Industry Computer Software
Experience
aaSemble September 2015 - Present
Reliance Jio Infocomm June 2013 - September 2015
Cisco March 2011 - May 2013
Rackspace Hosting September 2009 - March 2011
Canonical Ltd. June 2007 - September 2009
Etrade Financial 2005 - 2007
McKesson 2004 - 2005
BB&T 2002 - 2004
LearningSoft Corporation 2000 - 2002
Skills
Cloud Computing, Open Source, Linux, Distributed Systems, Virtualization, Ubuntu, Unix, System Architecture, Operating Systems, Agile Methodologies, Citrix, Security, Python, Shell Scripting, Apache, Enterprise Software, Amazon EC2, OpenStack, Git, PaaS, SaaS, Perl, High Availability
Education
University of Arizona
Anthropology
aaSemble September 2015 - Present
Reliance Jio Infocomm June 2013 - September 2015
Cisco March 2011 - May 2013
Rackspace Hosting September 2009 - March 2011
Canonical Ltd. June 2007 - September 2009
Etrade Financial 2005 - 2007
McKesson 2004 - 2005
BB&T 2002 - 2004
LearningSoft Corporation 2000 - 2002
Skills
Cloud Computing, Open Source, Linux, Distributed Systems, Virtualization, Ubuntu, Unix, System Architecture, Operating Systems, Agile Methodologies, Citrix, Security, Python, Shell Scripting, Apache, Enterprise Software, Amazon EC2, OpenStack, Git, PaaS, SaaS, Perl, High Availability
Education
University of Arizona
Anthropology
Randy Ramos's E*TRADE Financial Experience June 2001 - November 2001
Job Revenue Accountant at Yelp
Industry Accounting
Experience
Yelp July 2015 - Present
Hitachi Data Systems February 2015 - July 2015
Hitachi Data Systems April 2004 - February 2015
Dreyer's Grand Ice Cream June 2003 - April 2004
Dreyer's Grand Ice Cream January 2002 - June 2003
E*TRADE Financial June 2001 - November 2001
Skills
Accounts Receivable, Cash Management, Account Reconciliation, Financial Services, Microsoft Excel, Accounts Payable, Accounting, Financial Analysis, Financial Reporting, Microsoft Word
Education
University of California, Davis 1997 — 2001
Bachelor of Science (BS), Business/Managerial Economics
Yelp July 2015 - Present
Hitachi Data Systems February 2015 - July 2015
Hitachi Data Systems April 2004 - February 2015
Dreyer's Grand Ice Cream June 2003 - April 2004
Dreyer's Grand Ice Cream January 2002 - June 2003
E*TRADE Financial June 2001 - November 2001
Skills
Accounts Receivable, Cash Management, Account Reconciliation, Financial Services, Microsoft Excel, Accounts Payable, Accounting, Financial Analysis, Financial Reporting, Microsoft Word
Education
University of California, Davis 1997 — 2001
Bachelor of Science (BS), Business/Managerial Economics
Ky Dong's E*TRADE Financial Experience 2000 - 2005
Job Senior Complex Securities Specialist at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments June 2011 - Present
Franklin Templeton Investments June 2005 - June 2011
E*TRADE Financial 2000 - 2005
Skills
Derivatives, Middle Office, Fixed Income, Equities, Securities, Collateral Management, Mutual Funds, FX Options, Asset Managment, Swaps, Alternative Investments, Equity Derivatives, Hedge Funds, Back Office, Options, Emerging Markets, Dodd-Frank, Settlement, Financial Services, Asset Management, Electronic Trading
Education
University of California, Davis
Bachelor of Science, Managerial Economics
Franklin Templeton Investments June 2011 - Present
Franklin Templeton Investments June 2005 - June 2011
E*TRADE Financial 2000 - 2005
Skills
Derivatives, Middle Office, Fixed Income, Equities, Securities, Collateral Management, Mutual Funds, FX Options, Asset Managment, Swaps, Alternative Investments, Equity Derivatives, Hedge Funds, Back Office, Options, Emerging Markets, Dodd-Frank, Settlement, Financial Services, Asset Management, Electronic Trading
Education
University of California, Davis
Bachelor of Science, Managerial Economics
Neal Dorr's E*TRADE Financial Experience May 2006 - December 2010
Job Gartland & Mellina Group
Industry Financial Services
Experience
Gartland & Mellina June 2012 - Present
SAVVIS December 2010 - June 2012
E*TRADE Financial May 2006 - December 2010
Oppenheimer & Co. January 2001 - May 2006
IBM July 2000 - August 2001
Deloitte June 1998 - June 2000
Skills
Project Management, Full Life Cycle..., Full project lifecycle..., SDLC, Trading, Brokerage, Disaster Recovery, Compliance, Technical Documentation, Technical Writing, Microsoft Excel, MS Project, Agile Project Management, Agile & Waterfall..., Cloud Computing, Financial Modeling, Financial Analysis, Business Analysis, Management Consulting, IT Strategy, Cost Planning, Change Management, Software Implementation, Software Project..., Sarbanes-Oxley, Technical Analysis
Education
University of Arizona 1995 — 1998
Bachelor of Science Business, Emphasis Finance & Marketing
Gartland & Mellina June 2012 - Present
SAVVIS December 2010 - June 2012
E*TRADE Financial May 2006 - December 2010
Oppenheimer & Co. January 2001 - May 2006
IBM July 2000 - August 2001
Deloitte June 1998 - June 2000
Skills
Project Management, Full Life Cycle..., Full project lifecycle..., SDLC, Trading, Brokerage, Disaster Recovery, Compliance, Technical Documentation, Technical Writing, Microsoft Excel, MS Project, Agile Project Management, Agile & Waterfall..., Cloud Computing, Financial Modeling, Financial Analysis, Business Analysis, Management Consulting, IT Strategy, Cost Planning, Change Management, Software Implementation, Software Project..., Sarbanes-Oxley, Technical Analysis
Education
University of Arizona 1995 — 1998
Bachelor of Science Business, Emphasis Finance & Marketing
Matthew Hagans, CFP®'s E*TRADE Financial Experience May 2003 - June 2004
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2004 - Present
Etrade Financial May 2003 - June 2004
Skills
Finance, Series 7, Investments, Series 63, Strategic Financial..., Retirement Planning, Insurance, Financial Analysis, Sales
Education
University of California, Davis 2010 — 2013
Master of Business Administration (MBA), Accounting and Finance
University of California, Davis 1997 — 2002
Bachelor of Science (BS) and Bachelor of Arts (BA), Managerial Economics and Ancient History
Holds FINRA Series 7, 63, 65
Wells Fargo Advisors, LLC June 2004 - Present
Etrade Financial May 2003 - June 2004
Skills
Finance, Series 7, Investments, Series 63, Strategic Financial..., Retirement Planning, Insurance, Financial Analysis, Sales
Education
University of California, Davis 2010 — 2013
Master of Business Administration (MBA), Accounting and Finance
University of California, Davis 1997 — 2002
Bachelor of Science (BS) and Bachelor of Arts (BA), Managerial Economics and Ancient History
Holds FINRA Series 7, 63, 65
Jarl Gary Sahol's E*TRADE Financial Experience 2004 - 2006
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade October 2010 - Present
M.L. Stern Investment Securities, a Division of Southwest Securities April 2008 - July 2009
E*Trade Financial 2004 - 2006
E*Trade Financial 2000 - 2006
Skills
Investments, Securities, Series 7, Series 63, Financial Services, Risk Management, Mutual Funds, Equities, Strategic Planning, Leadership
Education
The University of Texas at Austin 1976 — 1980
BA, Business Management
The Kinkaid School in Houston, Texas 1962 — 1975
Scottrade October 2010 - Present
M.L. Stern Investment Securities, a Division of Southwest Securities April 2008 - July 2009
E*Trade Financial 2004 - 2006
E*Trade Financial 2000 - 2006
Skills
Investments, Securities, Series 7, Series 63, Financial Services, Risk Management, Mutual Funds, Equities, Strategic Planning, Leadership
Education
The University of Texas at Austin 1976 — 1980
BA, Business Management
The Kinkaid School in Houston, Texas 1962 — 1975
Tom Bevilacqua's E*TRADE Financial Experience 1997 - 2002
Job Managing Director at VantagePoint Venture Partners
Industry Venture Capital & Private Equity
Experience
VantagePoint Venture Partners October 2006 - Present
ArrowPath Venture Capital December 1999 - November 2007
E*TRADE Financial 1997 - 2002
Brobeck, Phleger & Harrison 1989 - 1997
Orrick, Herrington & Sutcliffe LLP 1981 - 1989
Skills
Venture Capital, Corporate Development, Business Strategy, Mergers, Start-ups, SaaS, Mergers & Acquisitions, Private Equity, Business Development, Entrepreneurship, Angel Investing, Growth Capital, Strategic Partnerships, Due Diligence, Venture Financing, Buyouts, Private Placements, Investor Relations, LBO, Emerging Markets, Corporate Finance, M&A experience, IPO, Deal Sourcing, Strategy, Cleantech
Education
University of California, Hastings College of the Law 1978 — 1981
jd, law
University of California, Berkeley 1974 — 1978
BS, Business Administration
VantagePoint Venture Partners October 2006 - Present
ArrowPath Venture Capital December 1999 - November 2007
E*TRADE Financial 1997 - 2002
Brobeck, Phleger & Harrison 1989 - 1997
Orrick, Herrington & Sutcliffe LLP 1981 - 1989
Skills
Venture Capital, Corporate Development, Business Strategy, Mergers, Start-ups, SaaS, Mergers & Acquisitions, Private Equity, Business Development, Entrepreneurship, Angel Investing, Growth Capital, Strategic Partnerships, Due Diligence, Venture Financing, Buyouts, Private Placements, Investor Relations, LBO, Emerging Markets, Corporate Finance, M&A experience, IPO, Deal Sourcing, Strategy, Cleantech
Education
University of California, Hastings College of the Law 1978 — 1981
jd, law
University of California, Berkeley 1974 — 1978
BS, Business Administration
Stacy McDowell's E*TRADE Financial Experience June 2013 - Present
Job Director, Product Management at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial June 2013 - Present
E*TRADE Financial July 2005 - June 2013
E*TRADE Financial January 2000 - July 2005
E*TRADE Financial September 1997 - January 2000
Education
University of California, Davis 1990 — 1994
B.S., Managerial Economics
E*TRADE Financial June 2013 - Present
E*TRADE Financial July 2005 - June 2013
E*TRADE Financial January 2000 - July 2005
E*TRADE Financial September 1997 - January 2000
Education
University of California, Davis 1990 — 1994
B.S., Managerial Economics
Pauline Kuklis's E*TRADE Financial Experience 1999 - 2007
Job Retired and Loving It!
Industry Philanthropy
Experience
ETRADE FINANCIAL 1999 - 2007
E*TRADE Financial January 1999 - April 2006
E*trade Inc 1999 - 2005
Wellspring Resources, LLC 1990 - 1992
General Electric 1986 - 1990
Education
University at Albany, SUNY 1976 — 1978
MBA, MIS
ETRADE FINANCIAL 1999 - 2007
E*TRADE Financial January 1999 - April 2006
E*trade Inc 1999 - 2005
Wellspring Resources, LLC 1990 - 1992
General Electric 1986 - 1990
Education
University at Albany, SUNY 1976 — 1978
MBA, MIS
James Bistrain's E*TRADE Financial Experience May 2003 - June 2006
Job Vice President, Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Fidelity Investments May 2012 - August 2014
TD Ameritrade July 2006 - April 2012
E*TRADE Financial May 2003 - June 2006
Morgan Stanley September 2001 - December 2002
Education
University of California, Berkeley 1995 — 2000
Bachelor's degree, Economics
Fidelity Investments September 2014 - Present
Fidelity Investments May 2012 - August 2014
TD Ameritrade July 2006 - April 2012
E*TRADE Financial May 2003 - June 2006
Morgan Stanley September 2001 - December 2002
Education
University of California, Berkeley 1995 — 2000
Bachelor's degree, Economics
Katrin Waples's E*TRADE Financial Experience October 2003 - October 2005
Job Vice President at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs February 2007 - Present
Commerzbank October 2005 - February 2007
E*Trade Financial October 2003 - October 2005
Goldman Sachs February 2000 - December 2002
Citigroup 1995 - 2000
LoBue Associates 1993 - 1995
Skills
Capital Markets, Fixed Income, Hedge Funds, Equities, Bloomberg, Investment Banking, Trading, Derivatives, Trading Systems, Structured Products, Emerging Markets, Business Analysis, Project Management, Financial Modeling, Portfolio Management, Financial Services, Management, SDLC, Asset Management, Banking
Education
Thunderbird School of Global Management 1986 — 1987
MBA
University of Wisconsin-Madison 1980 — 1984
BS
Goldman Sachs February 2007 - Present
Commerzbank October 2005 - February 2007
E*Trade Financial October 2003 - October 2005
Goldman Sachs February 2000 - December 2002
Citigroup 1995 - 2000
LoBue Associates 1993 - 1995
Skills
Capital Markets, Fixed Income, Hedge Funds, Equities, Bloomberg, Investment Banking, Trading, Derivatives, Trading Systems, Structured Products, Emerging Markets, Business Analysis, Project Management, Financial Modeling, Portfolio Management, Financial Services, Management, SDLC, Asset Management, Banking
Education
Thunderbird School of Global Management 1986 — 1987
MBA
University of Wisconsin-Madison 1980 — 1984
BS
Victoria Tarkovski's E*TRADE Financial Experience 2006 - 2007
Job Global IT Executive Director
Industry Financial Services
Experience
KPMG US May 2011 - Present
KPMG April 2008 - April 2011
Boutigue Compliance Consulting Firm September 2006 - March 2008
Etrade Financial 2006 - 2007
Bank of New York Mellon January 2006 - August 2006
Morgan Stanley 2003 - 2005
Thomson Financial 2001 - 2002
Education
Union College 1994 — 1996
BA, Economics
KPMG US May 2011 - Present
KPMG April 2008 - April 2011
Boutigue Compliance Consulting Firm September 2006 - March 2008
Etrade Financial 2006 - 2007
Bank of New York Mellon January 2006 - August 2006
Morgan Stanley 2003 - 2005
Thomson Financial 2001 - 2002
Education
Union College 1994 — 1996
BA, Economics
Peter Umbrich's E*TRADE Financial Experience September 1998 - January 2015
Job Options Trader
Industry Financial Services
Experience
Equity Options Trading January 2014 - Present
ETrade Financial September 1998 - January 2015
Bodycote December 2012 - December 2013
CCPI Inc August 2008 - July 2009
Praxair Surface Technologies December 1985 - May 1998
Skills
Marketing Strategy, Metallurgy, Aerospace, New Business Development, Microsoft Office, Social Media, Manufacturing, Customer Service, Business Development, Energy, Team Leadership, Aluminum, Strategic Planning, Product Development
Education
The University of Sheffield 1972 — 1976
BS, Materials Science, Metallurgy
Equity Options Trading January 2014 - Present
ETrade Financial September 1998 - January 2015
Bodycote December 2012 - December 2013
CCPI Inc August 2008 - July 2009
Praxair Surface Technologies December 1985 - May 1998
Skills
Marketing Strategy, Metallurgy, Aerospace, New Business Development, Microsoft Office, Social Media, Manufacturing, Customer Service, Business Development, Energy, Team Leadership, Aluminum, Strategic Planning, Product Development
Education
The University of Sheffield 1972 — 1976
BS, Materials Science, Metallurgy
Ken Stephenson's E*TRADE Financial Experience October 2002 - December 2008
Job VP; Information Security Engineer, Bank of America
Industry Security and Investigations
Experience
Bank of America Merrill Lynch April 2014 - Present
Bank of America January 2012 - Present
Bank of America August 2009 - April 2012
Bank of America December 2008 - January 2010
E*TRADE Financial October 2002 - December 2008
E*TRADE Financial October 2005 - December 2007
Skills
Risk Management, Security, Information Security, Network Security, Computer Forensics, Information Security..., Disaster Recovery, Financial Risk, Vendor Management, Fraud
Education
University of California, Davis 1999 — 2002
BA
Bank of America Merrill Lynch April 2014 - Present
Bank of America January 2012 - Present
Bank of America August 2009 - April 2012
Bank of America December 2008 - January 2010
E*TRADE Financial October 2002 - December 2008
E*TRADE Financial October 2005 - December 2007
Skills
Risk Management, Security, Information Security, Network Security, Computer Forensics, Information Security..., Disaster Recovery, Financial Risk, Vendor Management, Fraud
Education
University of California, Davis 1999 — 2002
BA
Ionut Mihalache's E*TRADE Financial Experience May 2007 - September 2008
Job Sr. Programmer Analyst Scotia iTrade
Industry Computer Software
Experience
Scotia iTRADE September 2008 - Present
E*TRADE Financial May 2007 - September 2008
Capital Software Romania February 2004 - January 2007
Skills
Databases, Eclipse, Unix
Education
2004 — 2005
M.S.
1999 — 2004
B.S.
Colegiul National "B.P.Hasdeu" - Buzau 1995 — 1999
Scotia iTRADE September 2008 - Present
E*TRADE Financial May 2007 - September 2008
Capital Software Romania February 2004 - January 2007
Skills
Databases, Eclipse, Unix
Education
2004 — 2005
M.S.
1999 — 2004
B.S.
Colegiul National "B.P.Hasdeu" - Buzau 1995 — 1999
Consuelo Scott's E*TRADE Financial Experience September 2006 - July 2008
Job 401k Brokerage Specialist at Hewitt Financial Services
Industry Financial Services
Experience
AON Hewitt March 2011 - Present
Hewitt Financial Services March 2011 - Present
Connextions January 2010 - January 2011
E*TRADE Financial September 2006 - July 2008
CitiFinancial March 2005 - September 2006
Duval County Public Schools November 2002 - May 2004
America Online December 1995 - July 2002
Skills
Employee Benefits, Customer Service, Management, Call Centers, Finance, Analysis, Performance Management, Payroll, Project Management, Public Speaking, Sales, Portfolio Management, Negotiation, Security, Executing Trades, Fraud Investigations, Anti Money Laundering, Pensions, 401k, 403 b, 457 Plans, Self Directed Brokerage..., Teaching, Financial Education, NetX360, Identity Theft, Microsoft Office, Workflows, Siebel, Microsoft Excel, Training, Leadership
Education
Rowan-Cabarrus Community College 2007 — 2010
Associate's Degree, Early Childhood Education with a concentration in ECE Administration
Trinity Baptist College 1992 — 2002
Bachelor's Degree, Christian Secondary Education with a concentration in Math & Business
Trinity Baptist College 1992 — 2002
Bachelor's Degree, Church Ministries with a concentration in Church Office Administration & Children's Ministries
Peterson Academies 1989 — 1990
Certificate of Completion, Introduction to Criminal Justice and Legal Assisting
AON Hewitt March 2011 - Present
Hewitt Financial Services March 2011 - Present
Connextions January 2010 - January 2011
E*TRADE Financial September 2006 - July 2008
CitiFinancial March 2005 - September 2006
Duval County Public Schools November 2002 - May 2004
America Online December 1995 - July 2002
Skills
Employee Benefits, Customer Service, Management, Call Centers, Finance, Analysis, Performance Management, Payroll, Project Management, Public Speaking, Sales, Portfolio Management, Negotiation, Security, Executing Trades, Fraud Investigations, Anti Money Laundering, Pensions, 401k, 403 b, 457 Plans, Self Directed Brokerage..., Teaching, Financial Education, NetX360, Identity Theft, Microsoft Office, Workflows, Siebel, Microsoft Excel, Training, Leadership
Education
Rowan-Cabarrus Community College 2007 — 2010
Associate's Degree, Early Childhood Education with a concentration in ECE Administration
Trinity Baptist College 1992 — 2002
Bachelor's Degree, Christian Secondary Education with a concentration in Math & Business
Trinity Baptist College 1992 — 2002
Bachelor's Degree, Church Ministries with a concentration in Church Office Administration & Children's Ministries
Peterson Academies 1989 — 1990
Certificate of Completion, Introduction to Criminal Justice and Legal Assisting
Tinh Vy's E*TRADE Financial Experience 1997 - 2000
Job Head of Internal Audit at Square
Industry Financial Services
Experience
Square July 2015 - Present
LinkedIn January 2012 - June 2015
Visa Inc. October 2010 - January 2012
Visa Inc. October 2009 - October 2010
Visa Inc. August 2008 - October 2009
Sun Microsystems, Inc. January 2005 - August 2008
Johnson & Johnson 2000 - 2005
E*TRADE Financial 1997 - 2000
Tides Center 1995 - 1998
Tides Center 1995 - 1998
Skills
Sarbanes-Oxley Act, Payments, Fraud, Sarbanes-Oxley, Internal Audit, Financial Modeling, Financial Risk, Essbase, Revenue Recognition, Financial Analysis, Risk Management, Analytics, Strategic Financial..., Finance, Financial Services, Forecasting, Enterprise Risk..., Financial Reporting, Auditing, GAAP, Project Management, Risk Assessment, Internal Controls, Corporate Governance, Process Improvement, Management, Corporate Finance, Training, Analysis, SEC filings, Leadership, Due Diligence, Budgets, Executive Management, Accounting, Account Reconciliation, Cross-functional Team..., Policy, US GAAP, Managerial Finance, Accounts Receivable, Business Process...
Education
University of California, Davis 1989 — 1993
BA, Economics, Political Sciences
Square July 2015 - Present
LinkedIn January 2012 - June 2015
Visa Inc. October 2010 - January 2012
Visa Inc. October 2009 - October 2010
Visa Inc. August 2008 - October 2009
Sun Microsystems, Inc. January 2005 - August 2008
Johnson & Johnson 2000 - 2005
E*TRADE Financial 1997 - 2000
Tides Center 1995 - 1998
Tides Center 1995 - 1998
Skills
Sarbanes-Oxley Act, Payments, Fraud, Sarbanes-Oxley, Internal Audit, Financial Modeling, Financial Risk, Essbase, Revenue Recognition, Financial Analysis, Risk Management, Analytics, Strategic Financial..., Finance, Financial Services, Forecasting, Enterprise Risk..., Financial Reporting, Auditing, GAAP, Project Management, Risk Assessment, Internal Controls, Corporate Governance, Process Improvement, Management, Corporate Finance, Training, Analysis, SEC filings, Leadership, Due Diligence, Budgets, Executive Management, Accounting, Account Reconciliation, Cross-functional Team..., Policy, US GAAP, Managerial Finance, Accounts Receivable, Business Process...
Education
University of California, Davis 1989 — 1993
BA, Economics, Political Sciences
Katina Umenyiora's E*TRADE Financial Experience October 2006 - October 2008
Job Treasury Cash Management
Industry Financial Services
Experience
NCR Corporation October 2013 - Present
Pennsylvania State Treasury October 2010 - October 2012
Global Investments October 2008 - September 2010
E*TRADE Financial October 2006 - October 2008
Edward Jones October 2004 - October 2006
AT&T August 1999 - August 2004
Skills
Trading, Call Centers, Sales, Portfolio Management, Relationship Management, Risk Management, Credit, Business Analysis, Leadership, Management, Salesforce.com, Strategic Planning, Mutual Funds, Customer Retention, Wealth Management, Financial Advisory, Access, Cross-functional Team..., Bonds, Options, Auditing, Finance, Analysis, Budgets, Microsoft Office, Banking, Accounting
Education
Tuskegee University
Bachelors
NCR Corporation October 2013 - Present
Pennsylvania State Treasury October 2010 - October 2012
Global Investments October 2008 - September 2010
E*TRADE Financial October 2006 - October 2008
Edward Jones October 2004 - October 2006
AT&T August 1999 - August 2004
Skills
Trading, Call Centers, Sales, Portfolio Management, Relationship Management, Risk Management, Credit, Business Analysis, Leadership, Management, Salesforce.com, Strategic Planning, Mutual Funds, Customer Retention, Wealth Management, Financial Advisory, Access, Cross-functional Team..., Bonds, Options, Auditing, Finance, Analysis, Budgets, Microsoft Office, Banking, Accounting
Education
Tuskegee University
Bachelors
Joseph Alteri's E*TRADE Financial Experience November 2005 - October 2013
Job Assistant Vice President, Business Development and Economic Outreach at SUNY Polytechnic Institute
Industry Nanotechnology
Experience
SUNY College of Nanoscale Science and Engineering November 2013 - Present
E*TRADE Financial November 2005 - October 2013
JPMorgan Chase / BrownCo August 1998 - November 2005
A.G. Edwards & Sons, Inc. March 1996 - August 1998
Skills
Investments, Series 7, Series 63, Equities, Mutual Funds, Securities, Financial Services, Wealth Management, Fixed Income, Series 24, Portfolio Management, FINRA
Education
University at Albany, SUNY 1994 — 1996
BA, Business / Economics
SUNY College of Nanoscale Science and Engineering November 2013 - Present
E*TRADE Financial November 2005 - October 2013
JPMorgan Chase / BrownCo August 1998 - November 2005
A.G. Edwards & Sons, Inc. March 1996 - August 1998
Skills
Investments, Series 7, Series 63, Equities, Mutual Funds, Securities, Financial Services, Wealth Management, Fixed Income, Series 24, Portfolio Management, FINRA
Education
University at Albany, SUNY 1994 — 1996
BA, Business / Economics
Eduardo Canet's E*TRADE Financial Experience November 2009 - February 2010
Job International Financial Advisor at Merrill Lynch International Private Bank
Industry Financial Services
Experience
Merrill Lynch International Private Bank August 2013 - Present
Merrill Lynch March 2011 - November 2013
Infuse Commercial Capital Corporation August 2010 - February 2011
E*TRADE Financial November 2009 - February 2010
The Tennis Channel May 2009 - July 2009
South Gate Investments September 2008 - December 2008
Schonfeld Securities June 2008 - August 2008
Bear Stearns May 2007 - August 2007
Skills
Series 7, Series 66, Microsoft Excel, PowerPoint, Microsoft Word, Spanish, Equities, Bloomberg Terminal, Investments, Financial Analysis, Due Diligence, Fixed Income
Education
Trinity College-Hartford 2005 — 2009
BA, Economics
The Lawrenceville School
Merrill Lynch International Private Bank August 2013 - Present
Merrill Lynch March 2011 - November 2013
Infuse Commercial Capital Corporation August 2010 - February 2011
E*TRADE Financial November 2009 - February 2010
The Tennis Channel May 2009 - July 2009
South Gate Investments September 2008 - December 2008
Schonfeld Securities June 2008 - August 2008
Bear Stearns May 2007 - August 2007
Skills
Series 7, Series 66, Microsoft Excel, PowerPoint, Microsoft Word, Spanish, Equities, Bloomberg Terminal, Investments, Financial Analysis, Due Diligence, Fixed Income
Education
Trinity College-Hartford 2005 — 2009
BA, Economics
The Lawrenceville School
Matt Keel's E*TRADE Financial Experience February 2013 - February 2014
Job Compliance Officer, Futures and FOREX at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation May 2015 - Present
Susquehanna International Group, LLP (SIG) February 2014 - January 2015
E*TRADE Financial February 2013 - February 2014
E*TRADE Financial Corporation April 2008 - February 2013
Sentinel Management Group, Inc January 2006 - September 2007
Financial Industry Regulatory Authority (FINRA) December 2000 - January 2006
Merrill Lynch May 2000 - December 2000
Skills
Securities, Series 7, FINRA, Series 24, Equities, Series 63, AML, Mutual Funds, Fixed Income, Trading, Options, Capital Markets, Investments, Investment Advisory, Hedge Funds, Financial Markets, Risk Management, Equity Trading, Financial Risk, Asset Management
Education
The University of Kansas
BS, Business
E*TRADE Financial Corporation May 2015 - Present
Susquehanna International Group, LLP (SIG) February 2014 - January 2015
E*TRADE Financial February 2013 - February 2014
E*TRADE Financial Corporation April 2008 - February 2013
Sentinel Management Group, Inc January 2006 - September 2007
Financial Industry Regulatory Authority (FINRA) December 2000 - January 2006
Merrill Lynch May 2000 - December 2000
Skills
Securities, Series 7, FINRA, Series 24, Equities, Series 63, AML, Mutual Funds, Fixed Income, Trading, Options, Capital Markets, Investments, Investment Advisory, Hedge Funds, Financial Markets, Risk Management, Equity Trading, Financial Risk, Asset Management
Education
The University of Kansas
BS, Business
Alexis Blackman, SPHR's E*TRADE Financial Experience January 2012 - November 2014
Job HR Manager at E*TRADE Financial Corporation
Industry Human Resources
Experience
E*TRADE Financial Corporation November 2014 - Present
E*TRADE Financial January 2012 - November 2014
BNY Mellon February 2007 - December 2011
Volt August 2001 - February 2007
Leafstone Staffing January 2000 - July 2001
Skills
Call Centers, Deferred Compensation, Performance Management, Recruiting, Human Resources, New Hire Orientations, Interviews, Training, HRIS, Employee Relations, Onboarding, Personnel Management, Payroll, Employee Benefits, Talent Acquisition, Financial Services, Management, HR Policies, Vendor Management
Education
The University of Texas at Austin 1991 — 1995
Bachelor, Liberal Arts
E*TRADE Financial Corporation November 2014 - Present
E*TRADE Financial January 2012 - November 2014
BNY Mellon February 2007 - December 2011
Volt August 2001 - February 2007
Leafstone Staffing January 2000 - July 2001
Skills
Call Centers, Deferred Compensation, Performance Management, Recruiting, Human Resources, New Hire Orientations, Interviews, Training, HRIS, Employee Relations, Onboarding, Personnel Management, Payroll, Employee Benefits, Talent Acquisition, Financial Services, Management, HR Policies, Vendor Management
Education
The University of Texas at Austin 1991 — 1995
Bachelor, Liberal Arts
Lonnie Parker III's E*TRADE Financial Experience February 1998 - October 2000
Job Financial Services
Industry Insurance
Experience
Statefarm 2014 - Present
SunTrust Bank February 2007 - October 2013
IBM Global Services March 2004 - May 2007
SouthTrust Bank October 2000 - January 2004
Etrade Financial February 1998 - October 2000
Skills
Process Improvement, Banking, Training, Sales, Insurance, Strategic Financial..., Loans, Financial Services, Team Building, Team Leadership
Education
The Institutes 2014 — 2015
CPCU
University of Phoenix 2005 — 2007
MBA, Business
The University of Memphis 1987 — 1989
BA
Statefarm 2014 - Present
SunTrust Bank February 2007 - October 2013
IBM Global Services March 2004 - May 2007
SouthTrust Bank October 2000 - January 2004
Etrade Financial February 1998 - October 2000
Skills
Process Improvement, Banking, Training, Sales, Insurance, Strategic Financial..., Loans, Financial Services, Team Building, Team Leadership
Education
The Institutes 2014 — 2015
CPCU
University of Phoenix 2005 — 2007
MBA, Business
The University of Memphis 1987 — 1989
BA
Chris Proctor, CFA's E*TRADE Financial Experience 2002 - 2004
Job SVP, Head of Cash Strategies
Industry Investment Management
Experience
OppenheimerFunds August 2008 - Present
Calamos Investments 2007 - 2008
E*TRADE Financial 2002 - 2004
Deutsche Asset Management 1999 - 2002
Russell Investments 1997 - 1999
Skills
Mutual Funds, Fixed Income, Portfolio Management, Credit, Investments, Asset Management, Bonds, Capital Markets, Cash Management, Separately Managed..., Money Market, Alternative Investments, Investment Strategies, Valuation
Education
Trinity University 1986 — 1990
BA, Economics
OppenheimerFunds August 2008 - Present
Calamos Investments 2007 - 2008
E*TRADE Financial 2002 - 2004
Deutsche Asset Management 1999 - 2002
Russell Investments 1997 - 1999
Skills
Mutual Funds, Fixed Income, Portfolio Management, Credit, Investments, Asset Management, Bonds, Capital Markets, Cash Management, Separately Managed..., Money Market, Alternative Investments, Investment Strategies, Valuation
Education
Trinity University 1986 — 1990
BA, Economics
Rick Dieterle, CFA's E*TRADE Financial Experience 2007 - 2010
Job Compliance Officer at Hutchin Hill Capital
Industry Investment Management
Experience
Hutchin Hill Capital 2015 - Present
Highbridge Capital Management / JPMorgan 2010 - 2015
E*TRADE Financial 2007 - 2010
Wachovia Corp. 2003 - 2005
Investment Capital, LLC/Lynx Capital, LLC 2001 - 2003
Education
Tulane University - A.B. Freeman School of Business
BS, Business
Hutchin Hill Capital 2015 - Present
Highbridge Capital Management / JPMorgan 2010 - 2015
E*TRADE Financial 2007 - 2010
Wachovia Corp. 2003 - 2005
Investment Capital, LLC/Lynx Capital, LLC 2001 - 2003
Education
Tulane University - A.B. Freeman School of Business
BS, Business
Don Parker, CBCP's E*TRADE Financial Experience October 2011 - July 2012
Job GVP, ETRM Manager Third Party Continuity Governance Group
Industry Financial Services
Experience
SunTrust Bank June 2012 - Present
E*TRADE Financial October 2011 - July 2012
Jack Henry & Associates October 2006 - October 2011
TRX 2004 - 2006
VistaScape Security Systems 2001 - 2003
Datalex 2000 - 2003
Carlson Wagonlit Travel 1999 - 2000
Skills
CBCP, Certified Business..., Disaster Recovery, Business Continuity..., Incident Management, Information Security..., Vendor Management, Risk Assessment, Security, IT Management, Data Center, Contingency Planning, ITIL, Community Emergency..., Governance, Information Security, Business Continuity
Education
Troy State University 1992 — 1995
SunTrust Bank June 2012 - Present
E*TRADE Financial October 2011 - July 2012
Jack Henry & Associates October 2006 - October 2011
TRX 2004 - 2006
VistaScape Security Systems 2001 - 2003
Datalex 2000 - 2003
Carlson Wagonlit Travel 1999 - 2000
Skills
CBCP, Certified Business..., Disaster Recovery, Business Continuity..., Incident Management, Information Security..., Vendor Management, Risk Assessment, Security, IT Management, Data Center, Contingency Planning, ITIL, Community Emergency..., Governance, Information Security, Business Continuity
Education
Troy State University 1992 — 1995
Colin Krieg's E*TRADE Financial Experience July 2012 - February 2015
Job Senior Analyst at Dudley Ventures
Industry Investment Banking
Experience
Dudley Ventures February 2015 - Present
E*TRADE Financial July 2012 - February 2015
Merrill Lynch March 2010 - August 2012
Merrill Lynch September 2008 - February 2009
Skills
Series 7, Asset Allocation, Wealth Management, Financial Modeling, Strategic Financial..., Investments, Portfolio Management, Asset Management, Financial Planning, Chartered Retirement..., Cash Flow
Education
University of Arizona, Eller College of Management 2004 — 2008
B.S. in Business Administration, Cum Laude, Finance
Dudley Ventures February 2015 - Present
E*TRADE Financial July 2012 - February 2015
Merrill Lynch March 2010 - August 2012
Merrill Lynch September 2008 - February 2009
Skills
Series 7, Asset Allocation, Wealth Management, Financial Modeling, Strategic Financial..., Investments, Portfolio Management, Asset Management, Financial Planning, Chartered Retirement..., Cash Flow
Education
University of Arizona, Eller College of Management 2004 — 2008
B.S. in Business Administration, Cum Laude, Finance
Fred Frierson's E*TRADE Financial Experience February 2012 - January 2015
Job Consumer & Private Wealth BSA/AML Risk Officer SunTrust Bank
Industry Banking
Experience
SunTrust Bank June 2015 - Present
Regions Bank January 2015 - June 2015
E*TRADE Financial February 2012 - January 2015
SunTrust Bank May 2010 - February 2012
East West Bank (formerly UCB) September 2006 - April 2010
BB&T November 2004 - September 2006
SouthTrust Bank July 2002 - November 2004
SouthTrust Bank April 2001 - June 2002
SouthTrust Bank June 1999 - April 2001
Skills
AML, Bank Secrecy Act, USA PATRIOT Act, KYC, Risk Management, OFAC, Banking, Fraud, Private Investigations, Operational Risk, Financial Risk, Fraud Detection, Corporate Security, Security, Enforcement, Investigation, Operational Risk..., Identity Theft, Finance, Retail Banking, Risk Analysis, Criminal Investigations, Risk Assessment, Internal Investigations, Credit Cards, Anti Money Laundering, Financial Services, Sanction, Enterprise Risk..., Securities, Financial Institutions, Credit Risk, Payments, Due Diligence, Loans, Mortgage Banking, Mortgage Lending, Portfolio Management, Regulations, Business Continuity, Relationship Management, Cash Management, Commercial Banking, Consumer Lending, Core Banking, Corporate Governance, Credit, Credit Analysis, Internal Audit, Internet Banking
Education
University of Alabama 1991 — 1995
Business, Marketing/Management
SunTrust Bank June 2015 - Present
Regions Bank January 2015 - June 2015
E*TRADE Financial February 2012 - January 2015
SunTrust Bank May 2010 - February 2012
East West Bank (formerly UCB) September 2006 - April 2010
BB&T November 2004 - September 2006
SouthTrust Bank July 2002 - November 2004
SouthTrust Bank April 2001 - June 2002
SouthTrust Bank June 1999 - April 2001
Skills
AML, Bank Secrecy Act, USA PATRIOT Act, KYC, Risk Management, OFAC, Banking, Fraud, Private Investigations, Operational Risk, Financial Risk, Fraud Detection, Corporate Security, Security, Enforcement, Investigation, Operational Risk..., Identity Theft, Finance, Retail Banking, Risk Analysis, Criminal Investigations, Risk Assessment, Internal Investigations, Credit Cards, Anti Money Laundering, Financial Services, Sanction, Enterprise Risk..., Securities, Financial Institutions, Credit Risk, Payments, Due Diligence, Loans, Mortgage Banking, Mortgage Lending, Portfolio Management, Regulations, Business Continuity, Relationship Management, Cash Management, Commercial Banking, Consumer Lending, Core Banking, Corporate Governance, Credit, Credit Analysis, Internal Audit, Internet Banking
Education
University of Alabama 1991 — 1995
Business, Marketing/Management
Jason Feldman's E*TRADE Financial Experience August 2001 - March 2014
Job Team Leader, Trading/ Market Maker Susquehanna International Group, LLP (SIG)
Industry Financial Services
Experience
Susquehanna International Group, LLP (SIG) March 2014 - Present
E*TRADE Financial August 2001 - March 2014
Skills
Equity Trading
Education
The University of Kansas 1987 — 1991
Susquehanna International Group, LLP (SIG) March 2014 - Present
E*TRADE Financial August 2001 - March 2014
Skills
Equity Trading
Education
The University of Kansas 1987 — 1991
Erik Easton's E*TRADE Financial Experience June 2004 - March 2006
Job Financial Analyst at Blue Shield of CA
Industry Hospital & Health Care
Experience
Blue Shield of California August 2010 - Present
Kaiser Permanente March 2004 - March 2010
E*TRADE Financial June 2004 - March 2006
Education
University of California, Davis - Graduate School of Management 1998 — 2001
Master's, General
University of California, Davis 1987 — 1992
mba, international relations & spanish
Blue Shield of California August 2010 - Present
Kaiser Permanente March 2004 - March 2010
E*TRADE Financial June 2004 - March 2006
Education
University of California, Davis - Graduate School of Management 1998 — 2001
Master's, General
University of California, Davis 1987 — 1992
mba, international relations & spanish
Jaren Mitchell's E*TRADE Financial Experience 2008 - 2009
Job Senior Representative at Primerica
Industry
Experience
Primerica April 2013 - Present
E*TRADE Financial 2008 - 2009
Skills
Leadership, Public Speaking, Program Management, Fundraising, Nonprofits
Education
University of California Los Angeles 2013 — 2015
Certificate, Project Management
Trinity University-Washington 2008 — 2010
Bachelor, Business Administration
University of South Carolina Upstate 1999 — 2003
Bachelor, Mass Communications
Primerica April 2013 - Present
E*TRADE Financial 2008 - 2009
Skills
Leadership, Public Speaking, Program Management, Fundraising, Nonprofits
Education
University of California Los Angeles 2013 — 2015
Certificate, Project Management
Trinity University-Washington 2008 — 2010
Bachelor, Business Administration
University of South Carolina Upstate 1999 — 2003
Bachelor, Mass Communications
Casey Goeman's E*TRADE Financial Experience 1995 - 1996
Job Home Package Store 2057585221
Industry Wine and Spirits
Experience
Goeman Beverages, Inc dba Home Package Store December 1997 - Present
Bank of America 1996 - 1997
E*TRADE Financial 1995 - 1996
American Express 1994 - 1995
Skills
Project Management, Retail, Strategic Planning, Financial Analysis, Contract Negotiation, Marketing, Leadership, Investments, Financial Planning, Marketing Strategy, Business Development, Strategy, Finance, Portfolio Management, Advertising, Risk Management, Public Relations, Social Media Marketing, Public Speaking, Sales, Entrepreneurship, Management, Customer Service, Budgets, Team Building
Education
Tulane University - A.B. Freeman School of Business 1989 — 1993
BSM, Business Administration and Management, General
The Baylor School 1987 — 1989
Diploma in general studies
Walker high school 1985 — 1987
Goeman Beverages, Inc dba Home Package Store December 1997 - Present
Bank of America 1996 - 1997
E*TRADE Financial 1995 - 1996
American Express 1994 - 1995
Skills
Project Management, Retail, Strategic Planning, Financial Analysis, Contract Negotiation, Marketing, Leadership, Investments, Financial Planning, Marketing Strategy, Business Development, Strategy, Finance, Portfolio Management, Advertising, Risk Management, Public Relations, Social Media Marketing, Public Speaking, Sales, Entrepreneurship, Management, Customer Service, Budgets, Team Building
Education
Tulane University - A.B. Freeman School of Business 1989 — 1993
BSM, Business Administration and Management, General
The Baylor School 1987 — 1989
Diploma in general studies
Walker high school 1985 — 1987
Ezekiel Richard's E*TRADE Financial Experience September 2010 - Present
Job Fraud Analyst at E*Trade
Industry Financial Services
Experience
E*TRADE Financial September 2010 - Present
Education
Buffalo State College 1997 — 1999
B.S., Business Studies
E*TRADE Financial September 2010 - Present
Education
Buffalo State College 1997 — 1999
B.S., Business Studies
Teresa Morgan's E*TRADE Financial Experience April 2006 - November 2011
Job Experienced Finance Professional
Industry Investment Management
Experience
Hire Dynamics Personal Banker IIWells FargoJune 2013 - February 2014
E*TRADE Financial April 2006 - November 2011
Skills
Real Estate, Portfolio Management, Marketing, Investments, Small Business, Customer Service, Insurance, Sales, Series 7, Public Speaking, New Business Development, Financial Analysis, Retail Banking, Private Banking, Consultative Sales..., Consultative Sales..., Marketing Strategy, Social Media Marketing, Product Marketing, Cold Calling Experience, Warm Calling, Global Trade Management, Trading, Equity Trading, Branding Experience, Retail Sales, Retail Marketing, Phone Etiquette, Call Centers, Management, Account Management, Event Management, FINRA, Sales Management, Salesforce.com, Sales Operations, Operations Management, Business Development, Employee Training, Life Insurance, Term Life Insurance, Insurance Law, Trade Compliance, Bonds, Municipal Bonds, Criminal Justice, Psychology
Education
American InterContinental University 2012 — 2014
Master of Business Administration (M.B.A.), Finance
The University of Tennessee at Chattanooga
Bachelor of Science (B.S.), Criminal Justice/Law Enforcement Administration
Hire Dynamics Personal Banker IIWells FargoJune 2013 - February 2014
E*TRADE Financial April 2006 - November 2011
Skills
Real Estate, Portfolio Management, Marketing, Investments, Small Business, Customer Service, Insurance, Sales, Series 7, Public Speaking, New Business Development, Financial Analysis, Retail Banking, Private Banking, Consultative Sales..., Consultative Sales..., Marketing Strategy, Social Media Marketing, Product Marketing, Cold Calling Experience, Warm Calling, Global Trade Management, Trading, Equity Trading, Branding Experience, Retail Sales, Retail Marketing, Phone Etiquette, Call Centers, Management, Account Management, Event Management, FINRA, Sales Management, Salesforce.com, Sales Operations, Operations Management, Business Development, Employee Training, Life Insurance, Term Life Insurance, Insurance Law, Trade Compliance, Bonds, Municipal Bonds, Criminal Justice, Psychology
Education
American InterContinental University 2012 — 2014
Master of Business Administration (M.B.A.), Finance
The University of Tennessee at Chattanooga
Bachelor of Science (B.S.), Criminal Justice/Law Enforcement Administration
Paul Rector's E*TRADE Financial Experience 1998 - 2003
Job EVP, Business Development at RJ Health Systems
Industry Pharmaceuticals
Experience
RJ Health Systems 2015 - Present
Engage121 2013 - 2015
Connecticut Innovations - TechStart incubator 2011 - 2013
Heartland Publications 2011 - 2012
Renzulli Learning Systems 2005 - 2011
Viacom 2003 - 2005
E*TRADE Financial 1998 - 2003
Skills
Venture Capital, Start-ups, Entrepreneurship, Business Strategy, New Business Development, Business Analysis, Business Planning, Business, Social Media, Marketing Communications, Public Relations, Team Building, Advertising, Publishing, Salesforce.com, Strategy, CRM, Business Development, SaaS, Marketing, Digital Media
Education
Trinity College-Hartford 1991 — 1995
Bachelor of Arts, Philosophy
RJ Health Systems 2015 - Present
Engage121 2013 - 2015
Connecticut Innovations - TechStart incubator 2011 - 2013
Heartland Publications 2011 - 2012
Renzulli Learning Systems 2005 - 2011
Viacom 2003 - 2005
E*TRADE Financial 1998 - 2003
Skills
Venture Capital, Start-ups, Entrepreneurship, Business Strategy, New Business Development, Business Analysis, Business Planning, Business, Social Media, Marketing Communications, Public Relations, Team Building, Advertising, Publishing, Salesforce.com, Strategy, CRM, Business Development, SaaS, Marketing, Digital Media
Education
Trinity College-Hartford 1991 — 1995
Bachelor of Arts, Philosophy
Dale Jensen's E*TRADE Financial Experience November 1997 - September 2002
Job Client Engineer at McAfee
Industry Computer & Network Security
Experience
McAfee September 2006 - Present
Novell September 2003 - July 2006
WebVan September 2002 - September 2003
Etrade Financial November 1997 - September 2002
Skills
Computer Security
Education
University of California, Berkeley 1992 — 1997
BS, Computer Science
McAfee September 2006 - Present
Novell September 2003 - July 2006
WebVan September 2002 - September 2003
Etrade Financial November 1997 - September 2002
Skills
Computer Security
Education
University of California, Berkeley 1992 — 1997
BS, Computer Science
Johnny Hua's E*TRADE Financial Experience July 2013 - September 2013
Job Software Engineer
Industry Computer Software
Experience
E*TRADE Financial July 2013 - September 2013
E*TRADE Financial August 2011 - July 2013
Skills
Java, Unix, XML, JavaScript, C, Web Services, Eclipse, Linux, C, Software Development, REST, Subversion, Software Engineering, JSON
Education
University of California, Davis 2006 — 2010
E*TRADE Financial July 2013 - September 2013
E*TRADE Financial August 2011 - July 2013
Skills
Java, Unix, XML, JavaScript, C, Web Services, Eclipse, Linux, C, Software Development, REST, Subversion, Software Engineering, JSON
Education
University of California, Davis 2006 — 2010
Scott Sutphin, CTP's E*TRADE Financial Experience June 2004 - May 2005
Job Web Permissions Administrator at NRUCFC
Industry Financial Services
Experience
NRUCFC June 2011 - Present
NRUCFC October 2010 - May 2011
NRUCFC April 2007 - September 2010
NRUCFC June 2006 - March 2007
NRUCFC June 2005 - May 2006
Etrade Financial June 2004 - May 2005
Skills
Credit, Banking, Loans, Analysis, Access, Account Reconciliation
Education
Association for Financial Professionals 2013 — 2013
Certified Treasury Professional ® (CTP), Treasury Management
Old Dominion University 1989 — 1992
BS, Business Administration
Tidewater Community College 1987 — 1989
AS, Business Administration
NRUCFC June 2011 - Present
NRUCFC October 2010 - May 2011
NRUCFC April 2007 - September 2010
NRUCFC June 2006 - March 2007
NRUCFC June 2005 - May 2006
Etrade Financial June 2004 - May 2005
Skills
Credit, Banking, Loans, Analysis, Access, Account Reconciliation
Education
Association for Financial Professionals 2013 — 2013
Certified Treasury Professional ® (CTP), Treasury Management
Old Dominion University 1989 — 1992
BS, Business Administration
Tidewater Community College 1987 — 1989
AS, Business Administration
Randy Fong's E*TRADE Financial Experience August 2011 - Present
Job Associate Software Engineering at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial August 2011 - Present
Edward B. Wong Co January 2009 - Present
UC Davis Pheonix Group May 2010 - July 2011
UC Davis School of Medicine May 2008 - December 2008
Skills
Java, Spring, JavaScript, jQuery, HTML + CSS, Maven, Firebug, Tomcat, Unix, Android, Subversion, JUnit
Education
University of California, Davis 2007 — 2011
BS, Computer Science
E*TRADE Financial August 2011 - Present
Edward B. Wong Co January 2009 - Present
UC Davis Pheonix Group May 2010 - July 2011
UC Davis School of Medicine May 2008 - December 2008
Skills
Java, Spring, JavaScript, jQuery, HTML + CSS, Maven, Firebug, Tomcat, Unix, Android, Subversion, JUnit
Education
University of California, Davis 2007 — 2011
BS, Computer Science
Michael Deleray's E*TRADE Financial Experience June 1996 - December 1999
Job Partner at Broadhaven Capital Partners
Industry Financial Services
Experience
Broadhaven Capital Partners July 2012 - Present
Bendigo Partners January 2009 - Present
Consultant July 2007 - Present
Solium Capital November 2009 - May 2015
Computershare August 2003 - June 2007
E*TRADE Australia January 2000 - June 2003
E*TRADE Financial June 1996 - December 1999
Skills
Equities, Investment Banking, Strategy, Financial Services, Investments, Business Strategy, Private Equity, Mergers & Acquisitions, Securities, Hedge Funds, Risk Management, Capital, Asset Management, Management, Sales, Capital Markets, Banking
Education
University of California, Berkeley 1983 — 1987
Bachelor of Arts (B.A.)
Broadhaven Capital Partners July 2012 - Present
Bendigo Partners January 2009 - Present
Consultant July 2007 - Present
Solium Capital November 2009 - May 2015
Computershare August 2003 - June 2007
E*TRADE Australia January 2000 - June 2003
E*TRADE Financial June 1996 - December 1999
Skills
Equities, Investment Banking, Strategy, Financial Services, Investments, Business Strategy, Private Equity, Mergers & Acquisitions, Securities, Hedge Funds, Risk Management, Capital, Asset Management, Management, Sales, Capital Markets, Banking
Education
University of California, Berkeley 1983 — 1987
Bachelor of Arts (B.A.)
Iat(Nicky) Chan's E*TRADE Financial Experience August 2010 - November 2012
Job Software Development Engineer at Amazon Lab126
Industry Computer Software
Experience
Amazon Lab126 July 2013 - Present
TripAdvisor November 2012 - May 2013
E*TRADE Financial August 2010 - November 2012
Cycon Technology Limited August 2011 - October 2011
UC Davis January 2009 - May 2010
Orange Door Inc June 2009 - September 2009
Skills
Programming, iPhone Application..., Android Development, Java, Android, XML, JavaScript, C#, Web Applications, HTML, Mobile Devices, Algorithms, User Interface, Software Development, Mobile Applications, SQLite, C++, Agile Methodologies
Education
UC Davis 2005 — 2010
Bachelor of Science (B.S.), Computer Science
Amazon Lab126 July 2013 - Present
TripAdvisor November 2012 - May 2013
E*TRADE Financial August 2010 - November 2012
Cycon Technology Limited August 2011 - October 2011
UC Davis January 2009 - May 2010
Orange Door Inc June 2009 - September 2009
Skills
Programming, iPhone Application..., Android Development, Java, Android, XML, JavaScript, C#, Web Applications, HTML, Mobile Devices, Algorithms, User Interface, Software Development, Mobile Applications, SQLite, C++, Agile Methodologies
Education
UC Davis 2005 — 2010
Bachelor of Science (B.S.), Computer Science
Rachel Zheng's E*TRADE Financial Experience May 2006 - Present
Job Director, Accounting at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial May 2006 - Present
Skills
CFA, CPA, Investment Accounting, Derivatives / Hedge..., Financial Analysis, Sarbanes-Oxley Act, Risk Management, Financial Modeling, Internal Controls, Process Improvement, Accounting, Forecasting, Strategic Financial..., Equities, Finance, Auditing, Accounts Payable, Financial Reporting, Hyperion Enterprise, General Ledger, Cash Management, Account Reconciliation, Variance Analysis, US GAAP, Sarbanes-Oxley, Financial Accounting, GAAP, Internal Audit, SEC filings, Consolidation
Education
Union College 2012 — 2013
MBA, Accounting and Finance
E*TRADE Financial May 2006 - Present
Skills
CFA, CPA, Investment Accounting, Derivatives / Hedge..., Financial Analysis, Sarbanes-Oxley Act, Risk Management, Financial Modeling, Internal Controls, Process Improvement, Accounting, Forecasting, Strategic Financial..., Equities, Finance, Auditing, Accounts Payable, Financial Reporting, Hyperion Enterprise, General Ledger, Cash Management, Account Reconciliation, Variance Analysis, US GAAP, Sarbanes-Oxley, Financial Accounting, GAAP, Internal Audit, SEC filings, Consolidation
Education
Union College 2012 — 2013
MBA, Accounting and Finance
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.