E*TRADE Financial

Industry: Financial services company

Description

E-Trade Financial Corporation is a financial services company organized in Delaware and headquartered in New York City. The company provides services for individuals and institutions that are investing online. Customer service: 80033387233 Headquarters: New York City, New York, United States Subsidiaries: OptionsHouse, LLC, Founders: William A. Porter, Bernard A. Newcomb

E*TRADE Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at E*TRADE Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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E*TRADE Financial Employees

Employee
Years
Job
Industry
Sean Yim Sean Yim San Francisco Bay Area Details
Sean Yim's E*TRADE Financial Experience February 2004 - August 2004
Job Enterprise Account Manager Business Intelligence, Big Data, and Cloud at Oracle
Industry Information Technology and Services
Experience
Oracle  January 2015 - Present
Thread Count   August 2009 - Present
ReTargeter  May 2014 - December 2014
Westfield  August 2007 - May 2014
IAC - LendingTree.com   August 2004 - January 2006
E*TRADE Financial   February 2004 - August 2004

Skills
Sales, Account Management, Financial Analysis, Financial Modeling, Analysis, Finance, Forecasting, Process Improvement, Online Advertising, Microsoft Excel, Salesforce.com, Retargeting, Online Marketing, CRM, SEM, PPC, Display Advertising, Start-ups, Account Executives, Google Adwords, Google Analytics, SaaS, Budgets, Cash Flow, New Business Development, Strategy, Financial Reporting, Valuation, Asset Management, Strategic Financial..., Variance Analysis, Business Process..., Retail, Portfolio Management, Management, Business Strategy, Contract Negotiation, Corporate Finance, Business Planning, Business Analysis, Strategic Planning, Project Management, Oracle E-Business Suite, Hyperion, OBIEE, Healthcare Information..., Business Intelligence, Business Intelligence..., PaaS, Software

Education
University of California, Irvine
Bachelor's Degree, International Studies

Colin Cosgrove Colin Cosgrove Phoenix, Arizona Area Details
Colin Cosgrove's E*TRADE Financial Experience September 2000 - April 2004
Job Executive Vice President of Sales at Eagle Capital Markets Group, a division of Griffin Capital Securies
Industry Financial Services
Experience
Cole Capital, an ARCP company   April 2005 - February 2015
E*TRADE Financial   September 2000 - April 2004
Charles Schwab  November 1993 - September 2000

Education
University of Iowa   1988 — 1992
B..A., Political Science

Ramon Gregory Ramon Gregory Columbus, Ohio Area Details
Ramon Gregory's E*TRADE Financial Experience 2006 - 2009
Job Senior Vice President Cardinal Health
Industry Hospital & Health Care
Experience
Cardinal Health  July 2011 - Present
Telstra  February 2009 - July 2010
E*TRADE Financial   2006 - 2009
The Gregory Group LLC   2005 - 2006
The Home Depot  2000 - 2005
AIG  1997 - 2000
Fidelity Investments  1994 - 1997
John Hancock Mutual Life Insurance  1993 - 1994
MCI  1983 - 1994

Skills
Call Center, Customer Experience, Customer Retention, Vendor Management, Process Improvement, Account Management, CRM, Leadership, Strategy, Operations Management, Call Centers, Program Management, Change Management, Team Building, Business Development, Cross-functional Team..., Executive Management, Customer Service, Workforce Management, Performance Management, Outsourcing, Management, Team Leadership, Project Management, Strategic Planning, Sales, P&L Management, Employee Engagement, Analytics, Business Process..., Direct Marketing, Sales Operations, Inspiring People, Customer Satisfaction, Project Planning, Coaching, Business Transformation, International Operations, Risk Management, Strategic Partnerships, Retail, Training, Forecasting, Product Management, Start-ups, Business Analysis, SaaS, Competitive Analysis, Salesforce.com, Telecommunications

Education
University of Cincinnati   1980 — 1983
BA, Communications

Wittenberg University   1978 — 1980
Communications

James Nicholson James Nicholson San Francisco Bay Area Details
James Nicholson's E*TRADE Financial Experience June 2013 - May 2014
Job Python programmer
Industry Information Technology and Services
Experience
Hearsay Social  June 2014 - October 2014
E*TRADE Financial   June 2013 - May 2014
Good Technology  May 2012 - April 2013
Venables Bell and Partners  July 2010 - January 2011
Stanford University  February 2010 - October 2010
University of Colorado  December 2008 - May 2009

Skills
Python, Friendly Personality, Business Development, User Acceptance Testing, Organization, Windows 7, Consulting, Linux Server, Bash, Ubuntu, Troubleshooting, Change Management, Microsoft SQL Server, SQLite, Nginx, Flask, ipython, Database Design, Advertising, Management, Microsoft Excel

Education
University of Colorado at Boulder   2005 — 2009
BS, Journalism and Mass Communication

Los Altos High School   2002 — 2005

Tyler DeWitt Tyler DeWitt Atlanta, Georgia Details
Tyler DeWitt's E*TRADE Financial Experience December 2011 - June 2013
Job Market Analyst at The Intercontinental Exchange
Industry Banking
Experience
IntercontinentalExchange, Inc.   July 2013 - Present
E*TRADE Financial   December 2011 - June 2013

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Series 7, Series 63

Education
University of Georgia - Terry College of Business   2007 — 2011
BBA, Finance, General

Tony Nunes Tony Nunes Greater Los Angeles Area Details
Tony Nunes's E*TRADE Financial Experience July 2003 - August 2004
Job Attorney Nunes Law Group, APC
Industry Law Practice
Experience
Nunes Law Group, APC   July 2012 - Present
Vermont Office of the Attorney General   June 2011 - August 2011
Hamner Law Office   June 2010 - August 2010
Bureau of Labor Statistics  February 2008 - August 2009
Bureau of Labor Statistics  January 2005 - February 2008
E*TRADE Financial   July 2003 - August 2004

Skills
Mediation

Education
University of Minnesota Law School   2009 — 2012
JD

University of California, Davis   1999 — 2003
Bachelor of Arts (B.A.), Economics & Political Science

Michael Krompegal, MBA Michael Krompegal, MBA Greater Atlanta Area Details
Michael Krompegal, MBA's E*TRADE Financial Experience 2001 - 2013
Job VP, Enterprise Technology at Aperture Group, LLC, owner of OptionsHouse
Industry Financial Services
Experience
RCS Capital Corporation  February 2014 - December 2014
E*TRADE Financial   2001 - 2013
Lockheed Martin  1996 - 1999

Skills
SDLC, Product Management, Process Improvement, Business Analysis, PMO, IT Strategy, Enterprise Software, Business Process..., Business Process, Financial Services, Program Management, Leadership, Vendor Management, Project Portfolio..., Product Development, Strategy, Project Management, Enterprise Architecture, Integration, CRM, Analytics, Cross-functional Team..., SaaS, ITIL, Outsourcing, Executive Management, PMP, Software Project..., Information Technology, Management

Education
University of Georgia - Terry College of Business
MBA, MIS, Finance, Real Estate

Unversity of Florida
Bachelor of Science, Accounting

Brooke (Walker) Motley Brooke (Walker) Motley Palm Beach, Florida Details
Brooke (Walker) Motley's E*TRADE Financial Experience March 2007 - March 2009
Job Sr. Regional Bank Private Banker, AVP at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  April 2013 - Present
Wells Fargo  November 2010 - April 2013
Wachovia  November 2009 - November 2010
Etrade Financial  March 2007 - March 2009
Etrade Financial  March 2007 - March 2009

Skills
Investments, Wealth Management, Loans, Financial Services, Equities, Risk Management, New Business Development, Valuation, Securities, Investment Strategies, Retirement Planning, Series 7, Estate Planning, Financial Advisory, Series 63, Mutual Funds, Options, Trading, Portfolio Management, Asset Allocation, Strategic Financial..., Financial Risk, Credit

Education
University of Florida   2013 — 2015
Master of Business Administration (MBA)

University of Central Florida   2001 — 2005
BS in Legal Studies

Sean Sitter Sean Sitter San Francisco Bay Area Details
Sean Sitter's E*TRADE Financial Experience January 2002 - July 2006
Job Software Architect & Entrepeneur
Industry Computer Software
Experience
BabyCenter.com (Johnson & Johnson)   2007 - Present
Maya's Mom, Inc   December 2006 - August 2007
Snipwiki.com   July 2006 - February 2007
Facebook, Inc  October 2006 - December 2006
E*Trade Financial   January 2002 - July 2006

Skills
Perl, Agile Methodologies, Scalability, Linux, Apache, PHP, Architecture, Scrum, Mobile Applications, Java Enterprise Edition, MySQL, Subversion, Web Applications, Spring, Architectures, Android, Continuous Integration, Git, Databases, REST, Ruby on Rails, Software Development, Java, Web Services, Distributed Systems, XML

Education
University of Illinois at Urbana-Champaign   1997 — 2001
BS, Mathematics and Computer Science

Tido Thac Hoang, EA. Tido Thac Hoang, EA. Sacramento, California Area Details
Tido Thac Hoang, EA.'s E*TRADE Financial Experience 2000 - 2004
Job Owner, Tido Financial
Industry Financial Services
Experience
TIDO FINANCIAL INC.- HD VEST INVESTMENT SERVICES   August 2007 - Present
LPL Financial  June 2008 - June 2009
E*TRADE Financial   2000 - 2004

Skills
Strategic Financial..., Mutual Funds, Retirement Planning, Investments, Tax, Risk Management, Retirement, IRAs, Insurance, Series 7, Microsoft Office, Series 63, Customer Service, PowerPoint, Financial Analysis, Process Improvement, Microsoft Excel, Securities, Financial Planners, Small Business

Education
UC Davis   2003 — 2004
CERTIFICANT, Personal Financial Planning

University of California, Santa Cruz   1992 — 1996
Economics/psychology

Matt Huyett, AAMS Matt Huyett, AAMS Sacramento, California Area Details
Matt Huyett, AAMS's E*TRADE Financial Experience February 2004 - August 2006
Job Divisional Sales Manager Internal
Industry Financial Services
Experience
Principal Funds  August 2006 - Present
Etrade Financial  February 2004 - August 2006
AXA Advisors  September 2001 - February 2003

Skills
Mutual Funds, Series 7, Investments, Alternative Investments, Sales Management, Retirement, Series 63, Series 24, Executive Management, Retirement Planning, Financial Services, Securities, Wealth Management, Management, Asset Allocation, Finance

Education
University of California, Santa Barbara   1997 — 2001
B.S., Economics with emphsis in Business

Laguna Creek High School   1994 — 1997

Lee Chang Lee Chang Greater Seattle Area Details
Lee Chang's E*TRADE Financial Experience 1999 - 2000
Job Software Geek
Industry Information Technology and Services
Experience
Samsung SDS  February 2015 - Present
MTN Satellite Communications  September 2012 - Present
Hewlett-Packard  August 2011 - September 2012
Hewlett-Packard  June 2010 - August 2011
Melodeo, INC   August 2004 - June 2010
Ecuity   2000 - 2004
Fox Communications   2000 - 2002
E*TRADE Financial   1999 - 2000
University of California Housing   May 1996 - August 1999

Skills
Team Building, Launching new products, Cloud Computing, Developing and..., Project Planning, Property Management, Scalability, Product Launch, Distributed Systems, Data Center, Web Services, VoIP, Start-ups, Product Management, Software Engineering, System Architecture, Apache, Java, Software Development, SaaS, Mobile Applications, Agile Methodologies, Integration, Mobile Devices, Enterprise Software, Management, Cat Herding

Education
University of California, Irvine   1990 — 1994
BS, Biology, Comp Sci

Amy Hsiao Amy Hsiao San Francisco Bay Area Details
Amy Hsiao's E*TRADE Financial Experience October 1999 - July 2002
Job Legal Consultant at Liu Consulting
Industry Health, Wellness and Fitness
Experience
PAMP (Palo Alto Menlo Park Parents Club)   May 2007 - May 2009
Wilson Sonsini Goodrich Rosati  June 2005 - November 2007
Robin Feldman   September 2003 - June 2005
E*TRADE Financial   October 1999 - July 2002

Skills
Corporate Law, Securities Regulation, Licensing, Corporate Governance, Intellectual Property, Litigation, Venture Capital, Mergers & Acquisitions, Private Equity, Start-ups, Strategic Partnerships, E-commerce, Yoga, Interior Design, Painting, Editing, Custom Remodeling

Education
University of California, Hastings College of the Law   2002 — 2005
J.D.

Yale University   1995 — 1999
B.A., English

Andrew Michael Machata, CRPC® Andrew Michael Machata, CRPC® Orlando, Florida Area Details
Andrew Michael Machata, CRPC®'s E*TRADE Financial Experience November 2012 - February 2015
Job Portfolio Consultant at Charles Schwab Private Client
Industry Financial Services
Experience
Charles Schwab  February 2015 - Present
E*TRADE Financial   November 2012 - February 2015
UBS Wealth Management  May 2011 - November 2012
Merrill Lynch  August 2008 - May 2011
Defense Contract Management Agency  September 2007 - July 2008
United States Marine Corps  May 2002 - May 2008

Education
University of Central Florida - College of Business Administration   2002 — 2008
BSBA, Finance, Business Economics

International Baccalaureate School at Bartow High School   1998 — 2002
International Baccalaureate Diploma

Peg Olson Peg Olson Greater Atlanta Area Details
Peg Olson's E*TRADE Financial Experience July 2002 - May 2004
Job Managing Director/Founder at jPEG Executive Search LLC
Industry Hospital & Health Care
Experience
jPEG Executive Search LLC   November 2009 - Present
Echelon Healthcare Executives   September 2009 - Present
Furst Group  2008 - 2009
United Healthcare  May 2004 - July 2008
E*TRADE Financial   July 2002 - May 2004
TMP Worldwide, formerly Management Solutions Inc.   September 1998 - September 2001
Devon&Devon Inc. Boutique Search Firm   September 1989 - September 1998
Jos. A. Bank Clothiers   1984 - 1989

Skills
Talent Acquisition, Executive Search, Recruiting, Sourcing, Healthcare, Start-ups, Retained Search, Management, Executive Management, Interviews, Healthcare Information..., Talent Management, Mergers & Acquisitions, Leadership, c-suite recruiter, Social Media, EMR, Venture Capital, Human Resources, EHR, Executive Coaching, Entrepreneurship, Managed Care, Health Insurance, Strategy, Recruiters, Consulting, HIT, Recruitment, Telemedicine, Linkedin training, Wellness, Personnel Management, Direct Sourcing, eHealth, mHealth, Wellness Industry, HCIT, Consumer Healthcare, Mobile Health, SAAS, Fitness, Nutrition, Sales, BPCI, Long Term Acute Care, C Suite

Education
University of Denver   1984 — 1989
B.A., English

Maine Central Institute   1980 — 1984
High School Diploma, College Prep

Dan Crump Dan Crump Houston, Texas Details
Dan Crump's E*TRADE Financial Experience June 2013 - August 2013
Job Dispute Consulting Analyst at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps  July 2015 - Present
U.S. Department of Commerce   June 2014 - August 2014
E*TRADE Financial   June 2013 - August 2013
Appropos LLC   October 2011 - June 2013
Novartis  May 2012 - August 2012

Skills
Entrepreneurship, Business Strategy, Corporate Development, Venture Capital, Start-ups

Education
University of Maryland - Robert H. Smith School of Business   2011 — 2015
Bachelor of Science (B.S.), Finance

University of Maryland College Park   2011 — 2015
Bachelor of Arts (B.A.), Economics

Jonathan Lindner, CFA Jonathan Lindner, CFA Charlotte, North Carolina Area Details
Jonathan Lindner, CFA's E*TRADE Financial Experience September 2006 - April 2007
Job Portfolio Administrator at Cygnus Asset Management
Industry Financial Services
Experience
Cygnus Asset Management, LLC   December 2013 - Present
Bank of America  March 2010 - November 2013
Bank of America  August 2007 - March 2010
E*TRADE Financial   September 2006 - April 2007
E*TRADE Financial   June 2006 - September 2006
E*TRADE Financial   March 2006 - June 2006
E*TRADE Financial   February 2005 - March 2006
NATIONWIDE ADVANTAGE MORTGAGE COMPANY  June 2004 - December 2004
NATIONWIDE ADVANTAGE MORTGAGE  September 2002 - June 2004

Skills
Bloomberg, Trading, Options, Bonds, Mutual Funds, Fixed Income, Equities, Securities, Investments, Microsoft Excel, Financial Risk, VBA, Swaps, Derivatives, Asset Management, Financial Services, Series 7

Education
University of Iowa   1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance with an emphasis in accounting

Ankeny High School   1995 — 1998
High School

Jonathan Beckford Jonathan Beckford Greater New York City Area Details
Jonathan Beckford's E*TRADE Financial Experience March 2006 - January 2007
Job Retirement Specialist at Great West Financial
Industry Financial Services
Experience
Great-West Financial  September 2007 - Present
E*TRADE Financial   March 2006 - January 2007
AXA Equitable  November 2005 - January 2006
Highview Construction Inc.   July 2002 - November 2005
Spear Leeds & Kellogg / Goldman Sachs   February 1991 - July 2002

Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, Java, Team Building, Project Management, Social Media, Microsoft Office

Education
University of Hertfordshire   1986 — 1988
Bachelor of Science (BS), Business & Finance

Selhurst High School For Boys   1980 — 1985
7 GCE's & 3 A Levels

Kellee Watt Kellee Watt Tampa/St. Petersburg, Florida Area Details
Kellee Watt's E*TRADE Financial Experience 2000 - 2003
Job VP, Human Resource Advisor at Citi
Industry Aviation & Aerospace
Experience
Citi  2014 - Present
Transitions Optical  2012 - 2013
Honeywell Aerospace  2010 - 2012
Honeywell Aerospace  2007 - 2010
Honeywell Aerospace  2005 - 2007
Honeywell Aerospace  2004 - 2005
Honeywell Aerospace  2003 - 2004
E*TRADE Financial   2000 - 2003
SunTrust Bank  1997 - 2000
American Red Cross  1989 - 1996

Skills
Talent Acquisition, Workforce Planning, Six Sigma, Labor Relations, Succession Planning, Diversity & Inclusion, Culture Change, Talent Management, Employee Relations, Employee Engagement, Organizational..., Acquisition Integration, Performance Management, Change Management, Compensation Structure..., Certified Compensation..., HRIS, Analytics, Process Improvement, Vendor Management Skills, Program Management, Divestitures, Managing Start-ups, Global Management, Matrix Management, Supervisory Experience, EEO/AA Compliance, Leadership Development, Strategy

Education
University of Florida - Warrington College Of Business
Bachelor of Science in Business Administration, Marketing

Georiga State University
MBA, Personnel and Employment Relations, Summa Cum Laude

Alison Cahill Alison Cahill Greater New York City Area Details
Alison Cahill's E*TRADE Financial Experience December 2007 - December 2011
Job Corporate Communications, Capital One Financial
Industry Public Relations and Communications
Experience
Capital One  January 2012 - Present
E*TRADE Financial   December 2007 - December 2011
Burson-Marsteller  June 2007 - December 2008
Powell Communications  2002 - 2004

Skills
Strategic Communications, Marketing Communications, Reputation Management, Corporate Communications, Crisis Communications, Corporate Social..., Strategy, Messaging, Crisis Management, Media Relations, Public Relations, Communication Training, Storytelling, Content Strategy, Press Releases, Internal Communications

Education
University of Florida   1998 — 2002
Journalism, Public Relations, Business Administration

Mike Marcin Mike Marcin Orange County, California Area Details
Mike Marcin's E*TRADE Financial Experience January 2005 - January 2006
Job Director of Business Development for DynamicPoint
Industry Computer Software
Experience
DynamicPoint   January 2010 - Present
Systematica Inc.   June 2007 - October 2012
Aprimo  January 2006 - June 2007
E*TRADE Financial   January 2005 - January 2006
Accenture  June 1998 - December 2004
Resources Global Professionals  2000 - 2001

Skills
Professional Services, Consulting, Manufacturing, Marketing, Media & Entertainment, Business Analysis, SaaS, Business Intelligence, Microsoft CRM, Enterprise Software, SharePoint, Software Implementation, Microsoft Dynamics, CRM, Business Process..., Cloud Computing, Solution Selling, Lead Generation

Education
University of California, Santa Barbara   1994 — 1998
BA, Finance, Economics, Computer Science

Anjanette Hill-Mendoza Anjanette Hill-Mendoza San Francisco Bay Area Details
Anjanette Hill-Mendoza's E*TRADE Financial Experience October 2003 - March 2004
Job Build. Lead. Scale. Succeed with Customers.
Industry Computer Software
Experience
Advent Software  December 2014 - Present
AHM Consulting   August 2011 - Present
Hightail  July 2012 - December 2014
Extole  June 2011 - July 2012
Mindjet  October 2009 - May 2011
Cisco / WebEx   March 2004 - October 2009
E*Trade Financial   October 2003 - March 2004
Examen Inc.  April 1997 - October 2003

Skills
Social Media, Customer Engagement, Customer Retention, Social Media Marketing, Customer Satisfaction, Scalability, Staff Mentoring, Strategic Leadership, Thought Leadership, Process Improvement, Marketing Strategy, SaaS, Team Building, Client Relationship..., Upselling, CRM, Customer Success, Net Promoter Score, Customer Analysis, Salesforce.com, Strategic Partnerships, Client Service Oriented, Account Management, Program Management, Management, Sales Management, Strategy, Leadership, Enterprise Software, Training, Cross-functional Team..., Start-ups, Customer Experience, Lead Generation, Business Strategy, Marketing, Team Management, Project Management, Integration, Business Process..., Consulting, Business Process, E-commerce, Multi-channel Marketing, Pre-sales, Analytics, Cloud Computing, Product Management, Sales, Solution Selling

Education
University of the Pacific - McGeorge School of Law   1992 — 1995
JD, Law

University of California, Santa Cruz   1987 — 1991
BA, Sociology with Law Emphasis

Carol T Jordan Carol T Jordan Greater Denver Area Details
Carol T Jordan's E*TRADE Financial Experience 1996 - 1997
Job Financial Services Professional
Industry Financial Services
Experience
Independent  2000 - Present
H&R Block Financial Advisors  1998 - 2000
Deposit Guaranty Corporation   1997 - 1998
E*TRADE Financial   1996 - 1997
Wells Fargo Investments  1994 - 1996
Wells Fargo Investments  1993 - 1994
Wells Fargo  1990 - 1993

Skills
Financial Services, Securities, Retirement Planning, 401k, Regulatory Agencies, Regulatory Guidelines, Compliance Oversight, Training, Estate Planning, Client Presentation, Wealth Management, Superior written &..., Superior Client Service, Strategic Financial...

Education
University of California, Irvine
BA, Social Ecology: Law & Society emphasis

Steve Talley, CFS Steve Talley, CFS Greater Denver Area Details
Steve Talley, CFS's E*TRADE Financial Experience 2006 - 2006
Job CFA Level III Candidate in CFA Institute Program at CFA Level III Candidate in CFA Institute Program
Industry Investment Management
Experience
Curian Capital LLC  November 2009 - Present
CFA Level III Candidate in CFA Institute Program   January 2007 - Present
Edward Jones  January 2009 - December 2010
Investment Management  January 2007 - January 2009
DLJ  January 1999 - December 2006
Donaldson, Lufkin & Jenrette   January 1999 - January 2006
E*TRADE Financial   2006 - 2006
Credit Suisse  2001 - 2003
Credit Suisse  2001 - 2003
Morgan Stanley  January 1997 - January 1999

Skills
Mutual Funds, Investments, Series 7, Securities, Alternative Investments, Asset Management, Financial Services, Portfolio Management, Equities, Series 63, Fixed Income, Finance, Financial Advisory, Asset Allocation, Investment Management, Capital Markets, Wealth Management, FINRA, Management, Retirement Planning, Strategy, Options, Due Diligence, 401k, Investment Advisory, Sales, Financial Analysis, Investment Strategies, Insurance, Risk Management, Hedge Funds, Retirement, CRM, Financial Planning, Executive Management, Financial Modeling, Series 6, Bloomberg, Financial Markets, Fixed Annuities, Trading, ETFs, Relationship Management, Valuation, Marketing, Credit

Education
University of Colorado Boulder   1992 — 1995
B.S., Business Administration

University of Colorado Boulder   1992 — 1995
B.S, Business Administration

CFA Institute

FINRA

NYSSA

Brian Bremner Brian Bremner New York, New York Details
Brian Bremner's E*TRADE Financial Experience October 2000 - July 2003
Job VP, Operations Client Relationship Mgmt at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  July 2013 - Present
Morgan Stanley  November 2007 - July 2013
Wells Fargo  July 2003 - November 2007
E*TRADE Financial   October 2000 - July 2003
Cendant Mortgage  1999 - 2000
Merrill Lynch  1998 - 1998

Skills
Management, Equities, Series 7, Finance, Loans, Investments, Securities, Hedge Funds, Mutual Funds, Portfolio Management, Fixed Income, Derivatives, Financial Services, Risk Management, Banking, Asset Management

Education
University of Delaware - Lerner College of Business and Economics   1995 — 1999
Bachelor of Science (BS), Business Administration, Management and Operations

Tom Martin Tom Martin Houston, Texas Area Details
Tom Martin's E*TRADE Financial Experience 2000 - 2001
Job Global Corporate Treasurer
Industry Logistics and Supply Chain
Experience
CEVA Logistics  September 2013 - Present
Univar  2011 - September 2013
CHC Helicopter  2009 - 2011
Various capital intensive/transportation companies   2007 - 2009
Royal Caribbean International  2006 - 2007
Allied Waste  2001 - 2006
E*Trade Financial   2000 - 2001
Federal Mogul Corporation  1997 - 2000
Red Lion Hotels  1995 - 1996
Boise Cascade  1990 - 1995

Skills
Finance, Corporate Finance, Restructuring, Mergers, Mergers & Acquisitions, Forecasting, Financial Modeling, Financial Analysis

Education
University of California, Los Angeles
MBA

Virginia Tech
BA, Economics/International Studies

Ryan Randall Ryan Randall San Francisco Bay Area Details
Ryan Randall's E*TRADE Financial Experience 2000 - 2002
Job CFO at Upstart
Industry Financial Services
Experience
Upstart  July 2013 - Present
FIGS  March 2013 - Present
Fairfax County Government  2012 - 2013
Passport Capital  2010 - 2011
Passport Capital  2008 - 2011
Randall Capital, LLC   2007 - 2008
Leeward Investments, LLC   2006 - 2007
Cannell Capital LLC  2002 - 2005
E*TRADE Financial   2000 - 2002
eInvesting.com   1999 - 2000

Skills
Investments, Portfolio Management, Hedge Funds, Mergers & Acquisitions, Finance, Equities, Alternative Investments, Financial Analysis, Private Equity, Financial Modeling, Asset Management, Asset Allocation, Financial Services, Venture Capital, Capital Markets, Valuation, Fixed Income, Investment Management, Business Development, Entrepreneurship, Due Diligence, Securities, Investment Products, Public Policy, Fiscal Policy, Asset Managment, Trading, Emerging Markets, Equity Research, Global Macro, Accounting

Education
University of California, Los Angeles   1987 — 1992
BA, Political Science

Mission San Jose High School   1983 — 1987

Matt Troedson Matt Troedson Sacramento, California Area Details
Matt Troedson's E*TRADE Financial Experience 2000 - 2006
Job Student at n/a currently unemployed
Industry Financial Services
Experience
Cedar Springs Waldorf School   July 2014 - Present
Huntington Learning Center  June 2013 - July 2014
E*TRADE Financial   2000 - 2006
E*Trade Financial   1999 - 2005
E*TRADE Securities  1999 - 2005
Borders  July 1995 - January 1998

Skills
Microsoft Excel, Corporate Actions, Public Speaking, Teaching, Sales, Data Entry, Analysis, Leadership, Social Media, Training

Education
Rudolf Steiner College   2011 — 2013
Certified Waldorf Teacher

Brandman University, Part of the Chapman University System   2011 — 2012
Bachelor's degree, Liberal Arts and Sciences, General Studies and Humanities

University of California, Irvine   1991 — 1994
No, Russian Culture

Scott Hunter Scott Hunter Greater Atlanta Area Details
Scott Hunter's E*TRADE Financial Experience 1999 - 2008
Job Sr. Director Network Services at Crawford & Company
Industry Insurance
Experience
Crawford & Company  July 2014 - Present
Birch (formally Cbeyond)   2010 - July 2014
Asurion  2008 - 2009
E*TRADE Financial   1999 - 2008
Verizon (formally MCI Telecommunications)   1988 - 1999

Skills
Driving Operational..., Contact Center..., Management, Process Improvement, Cisco Technologies, Leadership, Project Planning, Enterprise Software, Disaster Recovery, Integration, Telecommunications, Data Center, Business Process, Managed Services, Vendor Management, Program Management

Education
University of Iowa

Richard (Rich) Stalzer Richard (Rich) Stalzer Greater New York City Area Details
Richard (Rich) Stalzer's E*TRADE Financial Experience January 1999 - March 2002
Job CEO at Voltari (previously Motricity)
Industry Internet
Experience
Voltari  November 2012 - January 2014
Motricity  January 2012 - November 2012
Education Dynamics  July 2010 - September 2011
IAC Advertising Solutions  September 2006 - October 2009
Bankrate, Inc.   January 2004 - September 2006
Microsoft - MSN  September 2002 - February 2004
Etrade Financial  January 1999 - March 2002
Time Inc.  September 1991 - February 1999

Skills
Lead Generation, Online Advertising, SEM, Affiliate Marketing, P&L Management, Strategic Planning, P&L, PPC, Consultative Selling, Online Marketing, Analytics, Product Management, Strategic Partnerships, SEO, Leadership, Selling, Advertising, Mobile Marketing, Entrepreneurship, Management, Executive Management, Sales Operations, CRM, Strategy, Business Development, Mobile Devices, Sales, Salesforce.com

Education
University of Denver   1982 — 1986
BSBA, Marketing

Tommy Li Tommy Li San Francisco Bay Area Details
Tommy Li's E*TRADE Financial Experience October 2003 - August 2008
Job Software Architect at Autodesk
Industry Computer Software
Experience
Autodesk  August 2008 - Present
E*Trade Financial   October 2003 - August 2008
HPL Technology   July 2002 - October 2003
Consilient  January 2000 - December 2000
Rivio  November 1999 - December 2000
Orient Overseas Container Line (USA) Inc   June 1987 - October 1999

Skills
Agile Methodologies, Web Services, Spring, Hibernate, REST, Java, OSGi, Amazon Web Services..., Object Oriented Systems, NoSQL, HBase, Cassandra, Scala, Akka, Hadoop, MapReduce, Hive, Oracle, PHP, Linux, System Architecture, Open Source Software, Scalability, Performance Tuning, Lucene, Architectures, Integration, Architecture

Education
University of Liverpool
MSc, Information Technology

Robert Beltz Robert Beltz Chicago, Illinois Details
Robert Beltz's E*TRADE Financial Experience August 2011 - Present
Job Senior Manager, Product Management / Experienced Derivatives Trader
Industry Capital Markets
Experience
E*TRADE Financial   August 2011 - Present
TD Options LLC   July 2005 - January 2010
TD Options LLC   April 2001 - June 2005
Stafford Trading, First Continental Trading, O'Connor Partnerships / Swiss Bank Corp.   January 1996 - March 2001

Skills
Excel, Word, PowerPoint, Bloomberg, Outlook, Microsoft Access, Equities, Microsoft Excel, Commodity, Options, Financial Services, Product Management, Analysis, Portfolio Management, Foreign Currency, Derivatives, Risk Management, Equity Trading, Financial Risk, Bonds, Microsoft Word, Interest Rate..., Investments, Financial Markets, Fixed Income, Market Making, Trading, Securities, Banking, Volatility, Trading Strategies, Low Latency, Series 7, Trading Systems, Electronic Trading, Equity Derivatives, Foreign Exchange, ETFs

Education
University of Illinois at Urbana-Champaign   1990 — 1994
Bachelor of Science, Finance

Martin J. Aspin Martin J. Aspin Greater Atlanta Area Details
Martin J. Aspin's E*TRADE Financial Experience January 2012 - October 2012
Job at
Industry Financial Services
Experience
Fidelity Investments  August 2015 - Present
Capstone Financial, LLC  October 2012 - Present
Kalos Financial  December 2013 - July 2015
E*TRADE Financial   January 2012 - October 2012
Thrivent Financial for Lutherans  August 2010 - January 2012
MassMutual Financial Group  May 2009 - June 2010
Thrivent Financial for Lutherans  August 2008 - May 2009

Skills
Retirement Planning, Fixed Annuities, Strategic Financial..., Investments, Retirement, Wealth Management, Securities, Investment Advisory, Life Insurance, Financial Analysis, Disability Insurance, Margin, Employee Stock Options, Options Trading, Mutual Funds, Customer Service, Data Analysis, Financial Services, Finance

Education
University of Georgia - Terry College of Business   2005 — 2009
Bachelor of Business Administration (BBA), Marketing / Finance

Robert Huddleston Robert Huddleston Greater Chicago Area Details
Robert Huddleston's E*TRADE Financial Experience June 2009 - Present
Job at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial   June 2009 - Present
Fidelity Investments  July 2006 - February 2009
Fidelity Investments  January 2005 - July 2006
Fidelity Investments  September 2000 - January 2005

Education
University of Kentucky   1995 — 1999
BA, Economics

Bala Shetty Bala Shetty Greater Los Angeles Area Details
Bala Shetty's E*TRADE Financial Experience December 2006 - April 2007
Job Computer Software Consultant and Contractor
Industry Computer Software
Experience
PCS  February 2008 - Present
Wells Fargo  October 2007 - January 2008
E*TRADE Financial   December 2006 - April 2007

Education
University of California, Los Angeles
Engineering

Kraig Carlson Kraig Carlson Greater Salt Lake City Area Details
Kraig Carlson's E*TRADE Financial Experience 2006 - 2008
Job Complex Risk Officer at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  August 2014 - Present
Morgan Stanley Smith Barney  September 2008 - December 2014
Morgan Stanley  2009 - 2009
E*TRADE Financial   2006 - 2008

Skills
Series 3, Series 4, Series 7, Series 9, Series 10, Series 66, Series 24, Options, Equities, Investments, Mutual Funds, Series 63, Securities, ETFs, Bonds, Investment Strategies

Education
University of Dayton   2002 — 2003

Hilliard Darby High School   1998 — 2002

David Edmisten, CFP David Edmisten, CFP Greater Atlanta Area Details
David Edmisten, CFP's E*TRADE Financial Experience October 2009 - March 2010
Job Vice President, Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge  October 2011 - Present
Justopenthebook.com   March 2010 - September 2011
E*TRADE Financial   October 2009 - March 2010
Wells Fargo Advisors  October 2006 - October 2009
AGIA  July 1998 - October 2006

Skills
Investments, Risk Management, Finance, Wealth Management, Insurance, Non-profits, Financial Services

Education
University of California, Santa Barbara   1991 — 1995
BA, Law and Society

Nhia Vang Nhia Vang Greater Atlanta Area Details
Nhia Vang's E*TRADE Financial Experience August 2010 - Present
Job Masters MIT at University of Georgia
Industry Information Technology and Services
Experience
E*TRADE FINANCIAL   August 2010 - Present
Prospectus Central, LLC   August 2008 - August 2009
Progressive Lighting, Inc.   August 2006 - February 2007
ACS Solutions dba Atlanta Cable Sales  April 2004 - February 2005

Skills
Troubleshooting, ASP.NET, C#, Databases, Integration, JavaScript, Microsoft SQL Server, SDLC, SQL, Software Documentation, Software Development, VBA, XML, Oracle, Linux, Analysis, Web Applications, Access, Management, Process Improvement, Solaris, Performance Tuning, Java, Engineering, PL/SQL, Ksh, Shell Scripting

Education
University of Georgia - Terry College of Business   2015 — 2017
Master's degree, Master of Internet Technology

University of Georgia - Terry College of Business   2007 — 2010
Bachelor, Management Information Systems

Andrew Rieger Andrew Rieger San Francisco Bay Area Details
Andrew Rieger's E*TRADE Financial Experience February 2003 - November 2003
Job Account Executive at salesforce.com
Industry Internet
Experience
salesforce.com  March 2014 - Present
Monster  October 2011 - February 2014
CoreLogic  May 2011 - October 2011
Kondaur Capital Corporation  September 2009 - May 2011
MONTECITO FINANCIAL SERVICES   June 2006 - September 2009
HOMELOANADVISORS.COM   November 2003 - June 2006
E*TRADE Financial   February 2003 - November 2003

Skills
Negotiation, Customer Relations, New Business Development, Consultative Selling, Strategic Planning, Contract Negotiation, Account Management, B2B, Customer Service, Credit, Banking, Contract Negotiations, Microsoft Office, Cold Calling, Social Media, Public Speaking, Business Planning, Sales Management, Analytics, Team Building, Solution Selling, Direct Sales, Lead Generation, Budgeting, Selling, Budgets, Strategy, Sales, Start-ups, Management, CRM, Marketing, Business Development

Education
University of California, Santa Barbara   1996 — 1999
Bachelor of Arts, Business Economics

steve herzon steve herzon Greater Chicago Area Details
steve herzon's E*TRADE Financial Experience January 2000 - December 2002
Job owner at flight of the rooster
Industry Restaurants
Experience
flight restaurant   December 2002 - Present
flight of the rooster   January 2002 - Present
E*TRADE Financial   January 2000 - December 2002
dempsey trading   January 1995 - December 2000

Skills
Investments, Series 63, Series 7, Options, Trading, Financial Analysis, Equities

Education
University of Iowa   1981 — 1986
Bachelor's degree, Finance, General

glenbrook north high school   1977 — 1981
Finance, General

Tyrone Glover Tyrone Glover Greater Denver Area Details
Tyrone Glover's E*TRADE Financial Experience December 2001 - November 2002
Job Attorney, Stimson Glover LLC
Industry Law Practice
Experience
Stimson Glover LLC   February 2015 - Present
Colorado State Public Defender  July 2011 - February 2015
Shepherd Law Group, P.C.   October 2009 - June 2011
Colorado Court of Appeals  January 2009 - May 2009
Kamlet Shepherd & Reichert, LLP   June 2007 - August 2008
City Boxing, Inc.   September 2004 - July 2006
USAA  March 2003 - September 2004
E*TRADE Financial   December 2001 - November 2002

Skills
Trial Advocacy, Criminal Defense, Small Business Law, Trials, Small Business, Commercial Litigation, Courts, Legal Writing, Corporate Law, Litigation, Appeals, Trial Practice, Intellectual Property, Civil Litigation, Westlaw, Legal Research, International Law, Family Law, Criminal Law, Torts, Personal Injury, Administrative Law, Medical Malpractice, Legal Assistance, Juvenile Law, Alternative Dispute..., Employment Law, White Collar Criminal..., Hearings, Legal Issues, Motions, Civil Rights, Immigration Law, Mediation, Arbitration, Class Actions, Personal Injury..., Bankruptcy, Dispute Resolution, Jury Trials, Litigation Support, Trademarks, Patent Litigation, Constitutional Law, Trade Secrets, Business Litigation, Depositions

Education
University of Colorado School of Law   2006 — 2009
JD, LAW

University of California, Santa Barbara   1997 — 2001
B.A., Communication

James Giacalone James Giacalone San Francisco Bay Area Details
James Giacalone's E*TRADE Financial Experience August 2002 - November 2004
Job GIS Manager at Frontline Energy Services
Industry Utilities
Experience
Frontline Energy Services  July 2014 - Present
Frontline Energy Services  September 2011 - June 2014
Telekenex  April 2008 - December 2010
Gateway Bank  May 2006 - April 2008
Bryco Funding  February 2005 - April 2006
E*TRADE Financial   August 2002 - November 2004

Skills
Project Management, Microsoft Excel, Management, CRM, Account Management, Analysis, Accounting, Customer Service, Project Planning, Software Documentation, Strategic Planning, Sales, Spatial Analysis, Cartography, GIS, ArcGIS, Geography, ESRI, ArcSDE, Leadership

Education
University of Colorado at Boulder   1997 — 2001
BA, Geographical Information Systems

Gina Curry Gina Curry Orange County, California Area Details
Gina Curry's E*TRADE Financial Experience October 2002 - November 2003
Job Experienced Marketing Manager
Industry Marketing and Advertising
Experience
American Technologies, Inc.   January 2008 - Present
Encore Credit Corp  July 2004 - August 2007
E*TRADE Financial   October 2002 - November 2003
Coca-Cola Fountain  June 1994 - August 1998

Skills
New Business Development, Marketing Strategy, Marketing, Budget, Sales, Leadership, Team Building, Account Management, Customer Service, Strategic Planning, Project Management, Business Development, Budgets, Recruiting, Training, Sales Operations, Project Planning, Management, Contract Negotiation, Salesforce.com, Contract Management, Trade Shows, Advertising, Analysis, Negotiation, Sales Management, CRM, Marketing Management, Marketing Communications, Social Media Marketing, Event Management, Email Marketing, Event Planning, Strategy, Public Relations, Market Research, Market Planning, Social Networking

Education
University of Phoenix   1998 — 2001
MBA, Business Administration and Management, General

University of California, Los Angeles
Bachelor of Arts, Political Science

Kevin Hong Kevin Hong Greater Los Angeles Area Details
Kevin Hong's E*TRADE Financial Experience January 2008 - November 2008
Job Cofounder & CBD at Dealflicks
Industry Motion Pictures and Film
Experience
Peregrine Investment Partners (2016 Coming Soon)   August 2015 - Present
Dealflicks  October 2011 - Present
Zecco  August 2009 - November 2011
William O'Neil + Co. Inc.   March 2010 - June 2010
Coral Ridge Capital Management   November 2008 - June 2009
E*TRADE Financial   January 2008 - November 2008
Merrill Lynch  April 2007 - July 2007

Skills
Start-ups, Trading, Entrepreneurship, Portfolio Management, Options, Sales, Banking, Equities, Business Strategy, Financial Markets, Series 7, Sales Management, Financial Modeling, Series 63, Team Leadership, Basketball, Team Building, Series 65, Business Analysis, Options Strategies, Teamwork, Team Management, marketing strategy, marketing, Business Development

Education
University of California, Riverside   2003 — 2007
Bachelor of Science, Finance Curriculum; Business Administration; Finance

CFA Institute
Level 1

Lindsey Reilly Lindsey Reilly Greater Atlanta Area Details
Lindsey Reilly's E*TRADE Financial Experience December 2013 - Present
Job Senior Procurement Analyst at E*TRADE Financial
Industry
Experience
E*TRADE Financial   December 2013 - Present
Southern Parts and Engineering  January 2013 - November 2013
Southern Parts and Engineering  April 2011 - January 2013

Skills
Procurement, Customer Service, Process Improvement, Purchasing, Inventory Management, Microsoft Office, Access, Microsoft Excel, Outlook, Microsoft Word, Negotiation, PowerPoint, Windows, Research, HTML

Education
University of Georgia - Terry College of Business
Bachelor of Business Administration (B.B.A.), Managment Information Systems

Rand Penrod Rand Penrod Orange County, California Area Details
Rand Penrod's E*TRADE Financial Experience 2002 - 2004
Job Realtor at Villa Real Estate
Industry Financial Services
Experience
Villa Real Estate  March 2015 - Present
Torelli Realty  February 2012 - March 2015
Homefield Financial  2003 - 2004
Etrade Financial  2002 - 2004
Lending Tree  2002 - 2003
E*Trade Financial   2002 - 2003

Skills
Residential Homes, Real Estate, First Time Home Buyers, Investors, Foreclosures, Mortgage Lending, Investment Properties, Short Sales, FHA, Sellers, Buyer Representation, Condos

Education
University of California, Irvine   1997 — 2000
Bachelor of Science, Social Science

La Serna high school   1992 — 1996
high school

Chris Ruhe Chris Ruhe Greater Los Angeles Area Details
Chris Ruhe's E*TRADE Financial Experience May 2003 - August 2004
Job Senior Director at Point B, Inc.
Industry Management Consulting
Experience
Point B, Inc.   August 2008 - Present
Indymac Bank (now OneWest Bank)   September 2004 - August 2008
E*TRADE Financial   May 2003 - August 2004
Accenture  September 1998 - May 2003

Skills
Management Consulting, Business Process..., Vendor Management, Program Management, IT Strategy, PMO, Enterprise Software, Change Management, Business Transformation, Software Documentation, Business Intelligence, Strategy, Consulting, SDLC, Product Marketing, Analytics, Project Portfolio..., Cross-functional Team..., Business Analysis, Start-ups, Business Process, Process Improvement, Executive Management, Mergers & Acquisitions, Business Process..., Product Management

Education
University of California, Los Angeles   1994 — 1998
B.A., Double Major: Economics and Communication Studies

Jeff Graham Jeff Graham Sacramento, California Area Details
Jeff Graham's E*TRADE Financial Experience 1997 - 2008
Job VP of Sales Certent (EASi's new name is Certent)
Industry Computer Software
Experience
Certent (EASi's New Name is Certent)   2008 - Present
E*TRADE Financial   1997 - 2008
Citi/Smith Barney  2006 - 2007
Lycos QUOTE.COM   1996 - 1997

Skills
New Business Development, Stocks, SaaS, Equities, Sales, Management, Incentive Programs, Executive Pay, CRM, Options

Education
University of California, Los Angeles   1979 — 1984

SLV

Andrea Chilton Pedersen Andrea Chilton Pedersen Livermore, California Details
Andrea Chilton Pedersen's E*TRADE Financial Experience March 1999 - April 2005
Job Practitioner
Industry Medical Practice
Experience
UCSF Benioff Children's Hospital Oakland  September 2012 - Present
Stanford Hospital & Clinics  February 2006 - May 2015
E*TRADE Financial   March 1999 - April 2005

Skills
Pediatrics, Nursing, EMR, Clinical Research, BLS, Healthcare, Hospitals

Education
University of California, San Francisco   2008 — 2012
Master's degree, Advanced Practice Nursing

Ozzie Hernandez Ozzie Hernandez San Francisco Bay Area Details
Ozzie Hernandez's E*TRADE Financial Experience August 2013 - Present
Job Private Client Relationship Manager at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial   August 2013 - Present
E*TRADE Financial   July 2012 - August 2013
E*TRADE Financial   August 2008 - June 2012
E*TRADE Financial   July 2004 - August 2008
E*TRADE Financial   October 2001 - July 2004
Charles Schwab  December 2000 - January 2001
Charles Schwab  June 2000 - September 2000

Skills
Equities, Trading, Business Development, Asset Allocation, Portfolio Management, Salesforce.com, FINRA, Series 24, Derivatives, Series 63, Series 7, Risk Management, Financial Services, Options, Futures, Relationship Management, Technical Analysis, Consultative Selling, Series 3, ETFs, Series 4, Professional Sales..., Performance Management, Trading Platforms, Foreign Exchange, Marketing Strategy, Cross Functional Team..., Project Management

Education
University of California, Santa Barbara   1998 — 2001
Bachelor of Arts in Law and Society, Law

Wes Leung Wes Leung San Francisco Bay Area Details
Wes Leung's E*TRADE Financial Experience 1995 - 1999
Job Operations Engineer at Plex, Inc
Industry Information Technology and Services
Experience
Plex, Inc  May 2014 - Present
Skyhigh Networks  May 2013 - April 2014
Proximic  February 2011 - April 2013
MokaFive  January 2009 - October 2010
IronPort Systems, a Cisco Business Unit   2007 - January 2009
PostX  August 2002 - June 2007
actzero, llc.   1999 - 2001
Etrade Financial  1995 - 1999

Skills
Linux, SMTP, DNS, Operating Systems, Perl, Firewalls, Unix, Data Center, Solaris, Shell Scripting, Cloud Computing, VPN, Windows Server, Cisco Technologies, Security, Servers, VMware

Education
University of California, Irvine   1984 — 1989
BS, BA, Math, Social Sciences

Jerry Liao, MBA Jerry Liao, MBA Irvine, California Details
Jerry Liao, MBA's E*TRADE Financial Experience 2004 - 2008
Job Vice President, Market Information Consultant at Bank of America
Industry Banking
Experience
Bank of America  April 2015 - Present
Bank of America  April 2013 - Present
Bank of America  October 2012 - April 2013
Bank of America  February 2012 - October 2012
Bank of America  June 2011 - February 2012
Bank of America  April 2010 - June 2011
E*TRADE Financial   2004 - 2008
Bridge Capital  2003 - 2004
RiechesBaird  2002 - 2003

Skills
Banking, Mortgage, Product Strategy, Sales Management, project management, Loss Mitigation, Investor Relations, Project Management, Mortgage Lending, Strategic Planning, Management, Marketing, Financial Analysis, Sales, New Business Development, Customer Service, Loans, Forecasting, Training, Process Improvement, Team Building, Business Development, Finance, Analysis, Leadership, Strategy, Program Management, Accounting, Business Analysis, Competitive Analysis, Cross-functional Team..., Business Planning, Analytics, Investments, Market Research, Risk Management, Executive Management, Marketing Strategy, Portfolio Management, Coaching, Financial Risk, Financial Modeling

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2008 — 2010
MBA

University of California, Irvine   1998 — 2001
B.A., Psychology w/ Business Mgmt

Kimberly Lekse Kimberly Lekse Solana Beach, California Details
Kimberly Lekse's E*TRADE Financial Experience October 2008 - Present
Job Vice President, Client Manager Corporate Services at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial   October 2008 - Present
E*TRADE Financial   2008 - 2010

Skills
Series 63, Securities, Equities, Series 7, Process Improvement, Relationship Management, Wealth Management, Fixed Income, Investments, Options, Finance, Mutual Funds, Series 24, Financial Analysis, Asset Allocation, FINRA, Management, Uniform Combined State..., Financial Services

Education
University of California, Los Angeles   1989 — 1993
Bachelors, Economics

Joe Galunas Joe Galunas Greater Atlanta Area Details
Joe Galunas's E*TRADE Financial Experience August 2009 - July 2015
Job Vice President, Senior Client Relationship Specialist
Industry Financial Services
Experience
Capital Group  August 2015 - Present
E*TRADE Financial   August 2009 - July 2015
Atlanta Financial Associates   February 2009 - July 2009
Ameriprise Financial  December 2006 - December 2008

Skills
Equities, Options, Financial Analysis, Investment Advisory, Investment Strategies, Equity Trading, Trading Strategies

Education
University of Georgia - Terry College of Business   2002 — 2006
Finance, Business/Finance

Lauren Capen Lauren Capen New York, New York Details
Lauren Capen's E*TRADE Financial Experience January 2012 - May 2012
Job Mobile Product Manager at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation  October 2014 - Present
Dow Jones  January 2013 - October 2014
WealthVest Marketing  May 2012 - December 2012
E*TRADE Financial   January 2012 - May 2012
Ipreo  January 2010 - September 2011
FactSet Research Systems  October 2007 - January 2010

Skills
Product Management, Equity Capital Markets, Factset, Equities, Investment Banking, Cross-functional Team..., Business Strategy, Investments, Financial Analysis, Portfolio Management

Education
University of Delaware - Lerner College of Business and Economics   2002 — 2006
BS, Dual Finance & Marketing

Ursuline Academy   1998 — 2002

Chris Sauro Chris Sauro Greater New York City Area Details
Chris Sauro's E*TRADE Financial Experience September 2008 - July 2009
Job Account Manager LearnVest at Work
Industry Banking
Experience
LearnVest  September 2015 - Present
LearnVest, Inc.   May 2013 - Present
Broadband Capital Management   2011 - May 2013
Intrinsic Advisory Group   February 2010 - September 2011
E*TRADE Financial   September 2008 - July 2009

Skills
Series 65, Personal Financial..., Capital Markets, Trading Systems, Series 7, Series 63, Equities, Equity Trading, series 79, Proprietary Trading, Investment Banking, Bloomberg, FINRA, Financial Services, Investments, Securities, Wealth Management, Financial Planning

Education
University of Hartford   2000 — 2004
BA, Business Management

University of Hartford

Juan Fernandez III, CRPC® Juan Fernandez III, CRPC® Greater San Diego Area Details
Juan Fernandez III, CRPC®'s E*TRADE Financial Experience 2004 - Present
Job Financial Consultant at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial   2004 - Present

Skills
Series 7-General..., Series 63-Uniform..., Series 66-Registered..., Series 31-Futures..., Series 28-Financial..., Rule 144...

Education
University of California, Santa Barbara   1993 — 1997
Business Economics, Accounting

Stephen Wright , CRPC® Stephen Wright , CRPC® Greater Los Angeles Area Details
Stephen Wright , CRPC®'s E*TRADE Financial Experience 2011 - Present
Job Financial Advisor
Industry Financial Services
Experience
E*TRADE Financial   2011 - Present
Morgan Stanley Smith Barney  2009 - 2011

Education
University of California, San Diego
Bachelor's Degree

Dave Whitmore Dave Whitmore Greater New York City Area Details
Dave Whitmore's E*TRADE Financial Experience April 2011 - Present
Job Investment professional
Industry Financial Services
Experience
E*TRADE Financial   April 2011 - Present
Coleman Research Group  July 2010 - April 2011
Genesis Securities  May 2008 - July 2010
TD Ameritrade, Inc.   October 2005 - July 2007
Ameritrade Inc  April 2002 - October 2005
Datek Online  May 1999 - April 2002
Waterhouse Securities  1985 - 1994

Skills
Product Development, Marketing Communications, Investments, Trading, Series 7, Equities, Risk Management, Financial Markets, Mutual Funds, Securities, Fixed Income, Series 24, Series 3, Technical Analysis, FINRA, Series 63, Business Strategy, Electronic Trading, Financial Services, Investment Strategies, Product Management, Options, Mergers & Acquisitions, Portfolio Management, Trading Systems, Alternative Investments, Asset Management, Hedge Funds

Education
New York University, Stern School of Business   1995 — 1997
MBA

University of California, Santa Barbara
BA

Jake Yingling Jake Yingling Washington D.C. Metro Area Details
Jake Yingling's E*TRADE Financial Experience June 2006 - January 2009
Job Senior Manager, Product Management at Capital One
Industry Financial Services
Experience
Capital One  January 2013 - Present
Capital One  December 2010 - December 2012
Virid  January 2009 - December 2010
E*TRADE Financial   June 2006 - January 2009
Fiserv  November 2005 - June 2006

Skills
Product Management, Software Project..., Agile Project Management, Negotiation, Project Management, Cross-functional Team..., SDLC, Agile Methodologies, Product Development, Business Analysis, Business Requirements, Program Management, Project Portfolio..., Requirements Gathering, Vendor Management, Budget Setting, Financial Services, Analytics, E-commerce, Leadership, Project Planning, Business Strategy, Management

Education
Wilmington College   2006 — 2008
MS, Information Systems Management

University of Delaware - Lerner College of Business and Economics   2000 — 2004
BA, Economics

Lindsey Goff Lindsey Goff Greater New York City Area Details
Lindsey Goff's E*TRADE Financial Experience November 2013 - Present
Job Marketing Manager at E*TRADE Financial
Industry Marketing and Advertising
Experience
E*TRADE Financial   November 2013 - Present
Ogilvy & Mather  April 2010 - November 2013
CDMiConnect  January 2008 - February 2010
CDMiConnect  March 2006 - December 2007
Saatchi & Saatchi Consumer Healthcare  November 2003 - February 2006
AstraZeneca Pharmaceuticals  June 2002 - October 2003
FineStationery.com  2001 - 2001

Skills
Microsoft Office, Forecasting, Account Reconciliation, Integrated Marketing, Digital Marketing, Advertising, Direct Marketing, Interactive Marketing, Digital Strategy, Relationship Marketing, Account Management, Interactive Advertising, Digital Media, Creative Direction, CRM, Marketing Strategy, Marketing

Education
University of Delaware - Lerner College of Business and Economics   1999 — 2003
Bachelor, Business Administration; Marketing and Business Management

David Atlas David Atlas New York, New York Details
David Atlas's E*TRADE Financial Experience May 2011 - August 2011
Job Compliance Attorney, New York City Economic Development Corporation
Industry Legal Services
Experience
New York City Economic Development Corporation  August 2014 - Present
New York State Department of Financial Services  May 2013 - August 2013
17th Judicial Circuit Court of Florida, Honorable Alan R. Marks   May 2012 - August 2012
E*TRADE Financial   May 2011 - August 2011
PNC Private Client Group  October 2009 - June 2010
Lambda Chi Alpha  May 2008 - May 2009

Skills
Legal Research, Legal Writing, Public Speaking, PowerPoint, Financial Analysis, Microsoft Office, Fundraising, Customer Service, Microsoft Excel, Event Management, Legal Documents, Negotiation, Data Analysis, Leadership, Microsoft Word, Management, Analysis, Contract Negotiation, Market Research, Access, Due Diligence, Mergers & Acquisitions, Commercial Lending, Securities, Corporate Finance, Corporate Law, Corporate Governance

Education
Emory University School of Law   2012 — 2014
Juris Doctor Candidate (J.D.), Law

University of Central Florida   2005 — 2010
Bachelor of Science, Business Administration Finance Track

AJMLS

Sanjil Patel Sanjil Patel San Francisco Bay Area Details
Sanjil Patel's E*TRADE Financial Experience January 2012 - September 2013
Job software professional and investments
Industry Computer Software
Experience
Independent  October 2011 - Present
Wells Fargo  July 2014 - July 2015
E*TRADE Financial   January 2012 - September 2013
Charles Schwab  2011 - September 2011
Wells Fargo  February 2010 - March 2011
The Options Report, LLC   June 2006 - December 2009
Socialpicks (acquired by FinancialContent Services, Inc.)   August 2008 - October 2008
Symantec (formerly VERITAS Software)   January 2004 - June 2006
Inucom (acquired by IBM)   2001 - 2003
Solid Information Technology (acquired by IBM)   2000 - 2001

Skills
Product Management, Product Marketing, Competitive Analysis, Mobile Applications, Investments, Options Strategies, Product Development, Business Development, Start-ups, Stock Market, Futures, Digital Marketing, Product Strategy, Agile Methodologies, Online Marketing, Requirements Analysis, Internet Banking, Options, Mergers & Acquisitions, Analytics, Integration, Brokerage, Equities, Management, online banking, Scrum, User Experience, User Interface Design

Education
University of California, San Diego   1994 — 1998
BA

UC Berkeley Extension   2004 — 2005

Carolyn Glendening Carolyn Glendening San Francisco Bay Area Details
Carolyn Glendening's E*TRADE Financial Experience January 2002 - January 2003
Job Product Marketing & Digital Campaigns Manager at Adobe
Industry Computer Software
Experience
Adobe  April 2014 - Present
SMART  July 2012 - April 2014
County of Marin  February 2007 - July 2012
Oracle  January 2003 - May 2009
E*TRADE Financial   January 2002 - January 2003
Linkguard, Inc.   January 2001 - September 2001
Business Objects  October 1997 - January 2001
Acumen International  November 1996 - September 1997
SBT Accounting Systems  1993 - 1996

Education
University of Colorado Boulder
B.A, International Affairs

Vincent Jordan, CAMS Vincent Jordan, CAMS Charlotte, North Carolina Area Details
Vincent Jordan, CAMS's E*TRADE Financial Experience October 2008 - April 2009
Job Senior Compliance Analyst / AntiMoney Laundering Investigator at Crowe Horwath (Consultant)
Industry Financial Services
Experience
Crowe Horwath LLP  April 2013 - Present
JPMorgan Chase  July 2012 - March 2013
Citibank /Ernst & Young (Consultant)   February 2012 - July 2012
Moneygram International/Experis (Consultant)   January 2012 - February 2012
The Hong Kong and Shanghai Banking Corporation (HSBC)/IPSA (Consultant)   July 2011 - December 2011
PNC Financial Services Group  August 2010 - July 2011
Wachovia Corporation (Consultant)   January 2009 - February 2010
Etrade Financial  October 2008 - April 2009
E*TRADE Financial   2000 - 2008
AXA  January 1999 - January 2000

Skills
USA PATRIOT Act, AML, OFAC, Series 7, Securities, Options, Brokerage, Series 63, Series 24, Bank Secrecy Act, Mutual Funds, FINRA, Compliance, KYC, Risk Management, Due Diligence, Banking, Analysis, Quality Assurance, Financial Institutions, Investments, Microsoft Office, Fraud, Risk, Investigation, Back Office, Annuities, Financial Risk, Bloomberg, Portfolio Management, Operational Risk, Anti Money Laundering, Fixed Annuities, Capital Markets, Fraud Detection, Transaction Processing, Retail Banking, Regulations, Operational Risk..., Derivatives, Equities, Trading, Credit, Sanction, Enterprise Risk..., Asset Management, Hedge Funds, Financial Regulation, Finance, Loans

Education
University of Central Missouri   1988 — 1993

University of Central Missouri
B.S. Degree, Graphics Arts Technology ­ Management

Brian McDonell, CRISC Brian McDonell, CRISC Orange County, California Area Details
Brian McDonell, CRISC's E*TRADE Financial Experience December 2002 - November 2005
Job Technology Risk Manager at Synchrony Financial
Industry Financial Services
Experience
Synchrony Financial  July 2014 - Present
GE Capital  November 2005 - July 2014
E*Trade Financial   December 2002 - November 2005
Deutsche Financial Services  October 1992 - December 2002

Skills
Process Improvement, Strategy, Mergers & Acquisitions, Business Analysis, Information Technology, Portfolio Management, SDLC, Integration, ITIL, Information Security, Disaster Recovery, Vendor Management, Change Management, Sarbanes-Oxley Act, Software Documentation, Security, IT Operations, Finance, Credit, IT Strategy, Testing, IT Audit, Management, Risk Management, Negotiation, Banking, Compliance, Six Sigma, Budgets, Financial Services, Cross-functional Team..., SaaS, Leadership, IT Management, Business Process, PMO, Information Management, Wireless Security, Wireless Networking, Web Project Management, Software Project..., Executive Management, Crisis Management, Business Strategy, IT Service Management, Corporate Communications, MIS, Executive-level..., Data Recovery, Computer Network...

Education
University of Central Florida   1979 — 1983
BA, Communications

Satheesh Menon Satheesh Menon South Amboy, New Jersey Details
Satheesh Menon's E*TRADE Financial Experience 2006 - 2007
Job Head of Global Strategic Sales, WEST at Nokia Siemens Networks
Industry Telecommunications
Experience
Nokia Siemens Networks  October 2010 - Present
Misison Mpower   March 2009 - January 2012
NetCracker  March 2009 - September 2010
Mission Mpower Inc.   2006 - 2009
E*TRADE Financial   2006 - 2007
Bearingpoint  1999 - 2004
AT&T Bell Laboratories  1990 - 1995

Education
University of Illinois at Urbana-Champaign   1983 — 1999
Ph.D, Mechanical & Industrial Engineering

Bill Warshawer Bill Warshawer Greater New York City Area Details
Bill Warshawer's E*TRADE Financial Experience June 2009 - March 2010
Job Experienced corporate equity benefit professional
Industry Financial Services
Experience
UBS  January 2015 - Present
Computershare  April 2010 - December 2014
E*TRADE Financial   June 2009 - March 2010
E*TRADE Financial   February 2009 - June 2009
E*TRADE Financial   October 2008 - February 2009
E*TRADE Financial   August 2007 - October 2008
UBS  July 2006 - July 2007
Computershare  January 2002 - July 2006
ChaseMellon   2000 - 2000

Skills
Account Management, Administration, Banking, Business Analysis, Business Requirements, CRM, Call Centers, Consulting, Contract Negotiation, Customer Satisfaction, Customer Service, Databases, Enterprise Software, Financial Analysis, Equities, Fixed Income, Financial Services, Management, Investments, Negotiation, Options, Mutual Funds, Portfolio Management, Process Improvement, Product Management, Project Management, Project Planning, Product Development, Relationship Management, Requirements Analysis, Risk Management, SDLC, Securities, Series 63, Security, Series 7, Software Documentation, Strategic Planning, Team Building, System Administration, Testing, Time Management, Training, Troubleshooting, Wealth Management, Vendor Management, Corporate Actions

Education
University of Delaware
Bachelor of Arts, History Education

Laura Asquino Laura Asquino Greater New York City Area Details
Laura Asquino's E*TRADE Financial Experience April 2006 - April 2008
Job Executive Assistant
Industry Financial Services
Experience
Office of William A. Douglass   November 2014 - Present
Bendigo Partners   April 2008 - Present
Kapitall  2012 - October 2014
ETRADE Financial  April 2006 - April 2008
Connolly Consulting  January 2000 - March 2006

Education
University of Connecticut   2001 — 2005

Ramana Anasuri Ramana Anasuri San Francisco Bay Area Details
Ramana Anasuri's E*TRADE Financial Experience February 2002 - Present
Job Technical Lead at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  October 2013 - Present
E*TRADE Financial   February 2002 - Present
E*TRADE Financial   March 2000 - February 2002
eComServer  May 1999 - February 2000
Novell  March 1997 - May 1999

Skills
Java, c, C++, Spring, Hibernate, Tomcat, Oracle SQL, Sybase, MySQL, XML, XSL, SSO, SOAP UI, Servlets, ActiveMQ, Unix, Perl, Unix Shell Scripting, JSON, RESTful WebServices, SOAP, Tuxedo, CXF, UML, OAuth, Multi-threaded..., CYOTA, SVN, Maven, Windows, JDBC, Apache, Eclipse, WSO2, JAXB, Jetty

Education
University of Hyderabad   1995 — 1997
M.Tech, Computer Science

Anthony Shortland Anthony Shortland San Francisco Bay Area Details
Anthony Shortland's E*TRADE Financial Experience June 1998 - June 2002
Job Senior Manager, Platform Services at Apple
Industry Internet
Experience
Apple  February 2013 - Present
DTO Solutions, Inc.   October 2006 - December 2012
ControlTier Software Inc.   October 2006 - August 2009
Charles Schwab & Co. Inc   July 2002 - September 2006
E*TRADE Financial   June 1998 - June 2002
Tanning Technology  June 1998 - June 2001
Fidelity Investments  February 1994 - June 1998
Perot Systems Europe Ltd.   January 1993 - January 1994
Churchill Insurance Company Ltd   February 1989 - November 1992
J D Anderson & Co. Inc.   January 1986 - September 1988

Skills
Linux, Cloud Computing, Unix, SaaS, Agile Methodologies, DevOps, Release Engineering, Service Deployment, Application Lifecycle..., Consulting and..., Technical and business..., Build process automation, Software Packaging, Orchestration, Continuous Integration, Lean IT

Education
University of Cape Town   1983 — 1985
B.Sc., Computer Science

Janis Valens Janis Valens Greater Atlanta Area Details
Janis Valens's E*TRADE Financial Experience December 2005 - Present
Job Sr. CS Mgr at E*Trade Financial
Industry Financial Services
Experience
E*Trade Financial   December 2005 - Present

Education
University of Central Florida - College of Business Administration   1978 — 1981

Lina Gantman Lina Gantman Greater San Diego Area Details
Lina Gantman's E*TRADE Financial Experience 2012 - 2012
Job at SAJER Software Solutions
Industry Defense & Space
Experience
Abeille Solutions/ Abeille Designs   January 2010 - Present
SAJER Software Solutions   October 2010 - December 2012
E*TRADE Financial   2012 - 2012
INgrooves  2008 - 2009
General Atomics Aeronautical Systems  2003 - 2008
FUJITSU  1998 - 2003
Qualcomm Inc.  1997 - 1998

Skills
Software Engineering, Software Design, C#, ASP.NET MVC, ASP.NET AJAX, Telerik, Razor, JavaScript, ASP.NET, XML, Object Oriented Design, SQL, Software Development, C++, C, Agile Methodologies

Education
University of California, San Diego   1995 — 1998

Alison Grayson Foster Alison Grayson Foster Tampa/St. Petersburg, Florida Area Details
Alison Grayson Foster's E*TRADE Financial Experience September 2005 - October 2008
Job Senior Stock Broker Scottrade Inc
Industry Financial Services
Experience
Invest Financial  July 2015 - Present
Scottrade Financial, Inc   October 2008 - July 2015
E*Trade Financial   September 2005 - October 2008
BrownCo  1999 - 2005

Skills
Series 63, Investments, Equity Trading, Series 24, Series 7, Options, Securities, Mutual Funds, Equities, FINRA, Fixed Income, Investment Strategies, Trading, Uniform Combined State...

Education
University of Central Florida

Valencia College
AA

Lauren J. White Lauren J. White Sacramento, California Area Details
Lauren J. White's E*TRADE Financial Experience November 2000 - May 2001
Job Senior Human Resources Business Partner at VSP Global
Industry Human Resources
Experience
VSP Global  September 2014 - Present
Sutter Health  June 2013 - September 2014
State Street  November 2011 - January 2013
State Street  July 2007 - November 2011
Investors Bank & Trust  March 2003 - July 2007
Investors Bank & Trust  June 2001 - February 2003
E*TRADE Financial   November 2000 - May 2001
Barclays Global Investors  July 1998 - November 2000

Skills
Employee Relations, Employee Benefits, Performance Management, Recruiting, Employee Engagement, Talent Management, Human Resources, Talent Acquisition, Onboarding, Benefits Administration, HR Policies, Process Improvement, College Recruiting, Training, Coaching, Succession Planning, Leadership Development, Organizational..., Management, Strategic Planning, Interviews, Leadership, HR Consulting, Hiring, Deferred Compensation, Personnel Management, Conflict Resolution, Policy, Temporary Placement, Applicant Tracking..., New Hire Orientations, Workforce Planning

Education
UCLA
Bachelor of Arts (B.A.), English Language and Literature/Letters

Scott Bever Scott Bever Tampa/St. Petersburg, Florida Area Details
Scott Bever's E*TRADE Financial Experience October 2008 - February 2012
Job Regional Sales Executive
Industry Financial Services
Experience
Bank of America Merrill Lynch  September 2015 - Present
E*TRADE  2012 - January 2015
E*TRADE Financial   October 2008 - February 2012
E*Trade Financial   2005 - October 2008
BrownCo  2003 - 2005
Morgan Stanley  January 2000 - December 2002
Morgan Stanley  May 1999 - January 2000

Skills
Series 24, Customer Relations, Series 63, Equities, Customer Service, Retirement Planning, FINRA, Wealth Management, Series 7, Securities, Series 65, Mutual Funds, Investments, ETFs, 401k, Fixed Annuities, Fixed Income, Alternative Investments, Investment Strategies, Insurance, Banking, Financial Services, Uniform Combined State..., Portfolio Management, Asset Managment, Retirement, Capital Markets, Asset Allocation, Financial Analysis, Investment Advisory, Options, New Business Development

Education
University of Iowa   1993 — 1997
BS, Political Science

University of Iowa   1993 — 1997
BS, Political Science and Government

Michael Burnham Michael Burnham Greater Atlanta Area Details
Michael Burnham's E*TRADE Financial Experience January 2013 - July 2014
Job Manager, Platinum Relationship Management at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation  September 2015 - Present
E*TRADE Financial Corporation  July 2014 - September 2015
E*TRADE Financial   January 2013 - July 2014
E*TRADE Financial   August 2010 - January 2013
E*TRADE Financial   June 2008 - August 2010
E*TRADE Financial   November 2007 - June 2008

Skills
Series 7, Securities, Series 63, Retirement Planning, Equities, Retirement, Financial Services, Mutual Funds, Investments, Banking, Trading, Fixed Annuities, Risk Management, Management, Relationship Management, Customer Service

Education
University of Georgia - Terry College of Business   2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General

Tony Nunes Tony Nunes Greater Los Angeles Area Details
Tony Nunes's E*TRADE Financial Experience August 2003 - August 2004
Job Attorney Nunes Law Group, APC
Industry Law Practice
Experience
Nunes Law Group, APC   July 2012 - Present
Vermont Office of the Attorney General   June 2011 - August 2011
Hamner Law Office   June 2010 - August 2010
Bureau of Labor Statistics  February 2008 - August 2009
Consumer Expenditure Survey   February 2005 - February 2008
E*Trade Financial   August 2003 - August 2004

Skills
Class Actions, Analysis, Economics, Mediation, Program Management, Legal Research, Public Policy, Statistics, Public Relations, Litigation, Employment Law, Policy Analysis

Education
University of Minnesota Law School   2009 — 2012
JD

University of California, Davis   1999 — 2003
BA, Political Science and Economics

Scott Epstein Scott Epstein Greater Chicago Area Details
Scott Epstein's E*TRADE Financial Experience January 2002 - September 2007
Job CEO at FOG Equities LLC
Industry Financial Services
Experience
IllinoisRealEstate.com   October 2008 - Present
FOG Equities LLC   January 2011 - September 2015
E*TRADE Financial   January 2002 - September 2007
Chicago Stock Exchange  2000 - 2002
BDP Partnership   January 1999 - August 2000
ABN AMRO Bank N.V.   July 1998 - January 1999

Skills
Short Sales, Real Estate, Equity Trading, Series 7, Series 24, Series 55, Series 63, FINRA, Foreclosures, Selling, Investors, New Home Sales, Financial Services, Sales, Equities, Investments, Trading, Options, Management, Financial Markets

Education
University of Illinois at Urbana-Champaign
Liberal Arts and Science

Amy de Yampert Amy de Yampert Irvine, California Details
Amy de Yampert's E*TRADE Financial Experience 1999 - 2002
Job Operations Manager at Plaza Home Mortgage
Industry Financial Services
Experience
Plaza Home Mortgage  May 2012 - Present
MetLife Home Loans  November 2010 - May 2012
Home Loan Center  2002 - June 2008
LendingTree Loans  2002 - June 2008
Etrade Financial  1999 - 2002

Skills
Continuous Improvement, Analysis, FHA, Investments, Loans, Mortgage Banking, Time Management, Mortgage Lending, Marketing, Training

Education
University of California, Irvine   1993 — 1997

Larry Reynolds Larry Reynolds Baltimore, Maryland Details
Larry Reynolds's E*TRADE Financial Experience July 2011 - August 2014
Job Managing Director, Equity Compensation
Industry Financial Services
Experience
Fidelity Investments  August 2014 - Present
E*TRADE Financial   July 2011 - August 2014
E*TRADE Financial   November 2007 - July 2011
UBS Financial Services Inc.  2004 - 2007
UBS  2001 - 2007

Skills
Series 7, Customer Retention, Equities, FINRA, Financial Analysis, Financial Services, Fixed Income, Leadership, Management, Relationship Management, Sales, Program Management

Education
University of Delaware   1992 — 1996

Sue Pettersen Sue Pettersen Greater New York City Area Details
Sue Pettersen's E*TRADE Financial Experience Manager, Global Marketing/EventsBarclays Capital1996 - 2001
Job Director, Global Events at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial   Manager, Global Marketing/EventsBarclays Capital1996 - 2001
Salomon Brothers  1993 - 1996

Education
University of Hartford

Ashlie (Ashlie Yi) Bergquist Ashlie (Ashlie Yi) Bergquist Greater Los Angeles Area Details
Ashlie (Ashlie Yi) Bergquist's E*TRADE Financial Experience October 2002 - November 2003
Job Sr. Business Control Specialist at Bank of America
Industry Banking
Experience
Bank of America  August 2012 - April 2014
Bank of America  May 2010 - September 2012
Bank of America  March 2009 - May 2010
Radian  September 2008 - March 2009
Homecomings Financial  November 2006 - January 2008
Brenward Mortgage Corporation   March 2006 - November 2006
Encore Credit Corp  April 2004 - March 2006
Countrywide Home Loans  January 2004 - April 2004
E*TRADE Financial   October 2002 - November 2003

Skills
Mortgage Banking, Mortgage Lending, Underwriting, Loans, Analysis, Credit, Loan Origination, Leadership, Credit Analysis, Customer Service, FHA, Residential Mortgages, Loss Mitigation

Education
University of California, Irvine   1997 — 2002
BA, Psychology

Jay Reever Jay Reever Greater San Diego Area Details
Jay Reever's E*TRADE Financial Experience 2005 - 2007
Job Field Claims Supervisor at Farmers Insurance
Industry Financial Services
Experience
Farmers Insurance  November 2010 - Present
TV Show Productions   December 2007 - November 2010
E*Trade Financial   2005 - 2007

Skills
Management, Sales, Series 24, Training

Education
University of California, San Diego   2002 — 2004
Bachelor of Arts (B.A.), Economics

Kristofer Kuckowicz Kristofer Kuckowicz Sacramento, California Area Details
Kristofer Kuckowicz's E*TRADE Financial Experience 2008 - July 2010
Job Financial Services Professional
Industry Financial Services
Experience
Etrade Financial  2008 - July 2010
E*TRADE Financial   March 2006 - December 2007
E*TRADE Financial   September 1999 - March 2006
Investors Bank & Trust  September 2004 - June 2005

Education
University of California, Santa Barbara   1997 — 1999

University of California, Santa Barbara   1997 — 1999
Mathematics Economics

Daniel Wendt Daniel Wendt Greater Chicago Area Details
Daniel Wendt's E*TRADE Financial Experience March 2008 - August 2008
Job Operations Analyst at tradeMONSTER
Industry Financial Services
Experience
tradeMONSTER  August 2008 - Present
E*TRADE Financial   March 2008 - August 2008
E*Trade Securities  April 2005 - March 2008
Great Point Capital  July 2003 - January 2005
Access Financial Group   1999 - 2002

Skills
Derivatives, Order Management, Financial Markets, SDLC, Trading Systems, Fixed Income, Financial Services, Capital Markets, Bloomberg, Mutual Funds, Back Office, Hedge Funds, FINRA, Proprietary Trading, Investments, Risk Management

Education
University of Iowa   1993 — 1997
BBA, Finance and Marketing

Ryan Fewell Ryan Fewell Dallas/Fort Worth Area Details
Ryan Fewell's E*TRADE Financial Experience 2000 - 2005
Job Sr. Director at Broadridge
Industry Financial Services
Experience
Broadridge  September 2011 - Present
Broadridge Financial Solutions Inc  March 2005 - November 2011
E*TRADE Financial   2000 - 2005
ETRADE Clearing LLC   2000 - 2005
Wells Fargo  September 1998 - February 2000

Skills
Financial Services, Process Improvement, Vendor Management, Business Analysis, Series 7, Relationship Management, Securities, Salesforce.com, Product Management, Back Office, Mutual Funds, Project Management, Cross-functional Team..., Business Development, Strategic Planning, Risk Management, Operations Management, Strategy, Executive Management, Leadership, FINRA, Management, Options, Sales, Customer Satisfaction, Program Management, Account Management, Investments, Trading, Series 24

Education
University of California, Santa Barbara   1992 — 1998
Bachelor's degree, Economics, focus in Monetary Policy

Bella Vista High School   1988 — 1992

Stacy McDowell Stacy McDowell Greater Atlanta Area Details
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

Steve Orta Steve Orta Austin, Texas Details
Steve Orta's E*TRADE Financial Experience 1995 - 2005
Job Director
Industry Investment Management
Experience
First Public Investments   November 2004 - Present
ETrade Financial  1995 - 2005
E*TRADE  1996 - 2003
E*Trade Financial   1996 - 2001

Skills
Fixed Income, Series 7, Equities, Securities, Electronic Trading, Options, Hedge Funds, Trading, Series 24, Trading Systems, Series 63, Alternative Investments

Education
University of California, Davis
Business/Managerial Economics

Bryan Karcher, CFA, CAIA, CIMA Bryan Karcher, CFA, CAIA, CIMA San Francisco Bay Area Details
Bryan Karcher, CFA, CAIA, CIMA's E*TRADE Financial Experience August 2002 - May 2007
Job Senior Research Analyst at Alan D. Biller & Associates
Industry Investment Management
Experience
Alan D. Biller & Associates   March 2013 - Present
CalPERS  June 2007 - February 2013
E*TRADE Financial   August 2002 - May 2007
American Century Investments  July 1989 - November 2001

Skills
Asset Allocation, Performance Measurement..., Investment Manager..., Economic and..., Alternative Investments, Fixed Income, Portfolio Management, Capital Markets, Economics, Hedge Funds, Private Equity, Investment Management, Investments, Asset Management

Education
University of California, Los Angeles   1982 — 1987
Bachelor of Arts (BA), Economics

Sathish Duraivelu Sathish Duraivelu San Francisco Bay Area Details
Sathish Duraivelu's E*TRADE Financial Experience November 2009 - August 2012
Job Senior Architect at Apple Inc.
Industry Information Technology and Services
Experience
Apple  March 2014 - Present
Apple  April 2013 - March 2014
Hewlett-Packard  October 2012 - March 2013
E*TRADE Financial   November 2009 - August 2012
Etrade Financial  February 2007 - November 2009
AB Star Group  August 2006 - February 2007
Verizon  February 2003 - August 2006
Tata Consultancy Services  February 2003 - July 2006
Byzan System Pvt Ltd  April 2000 - February 2003
Byzan System Pvt Ltd  April 2000 - February 2003

Skills
J2EE, Perl, Unix, SQL, PL/SQL, REST, WSDL, CXF, Hibernate, Spring, Spring Webflow, RESTful WebServices, Java, JavaScript, Pro*C, Sybase, Oracle 9i, J2EE Web Services, JAXB, JAX-WS, JAX-RS, Agile Methodologies, Team Building, Team Leadership, Distributed Team..., Cross-functional Team..., Vendor Management, SDLC, Scrum, Career Development, Java Enterprise Edition, Oracle, Tomcat, SOA, Maven, Enterprise Architecture, Weblogic, Ant, Jasper Reports, JPA, Spring DI, Spring Integration, Memcached, Oracle Coherence, Cloud Computing, JMS, Software Development, Architecture, Web Applications, SaaS

Education
Madras University   1995 — 1999
Bachelor of Engineering (B.E.), Mechanical Engineering

CHSS   1993 — 1995
HSC, Mathematics and Computer Science

Erika Homon Erika Homon Baltimore, Maryland Area Details
Erika Homon's E*TRADE Financial Experience November 2001 - May 2003
Job Manager, Aveda
Industry Retail
Experience
Aveda  March 2012 - Present
Prism Microsystems  December 2006 - April 2010
YellowBrix, Inc.   2005 - 2005
Online Resources  1998 - 2004
E*TRADE Financial   November 2001 - May 2003

Education
University of Delaware   1987 — 1991
Bachelor's degree, Psychology

Jim Lucas, AAMS Jim Lucas, AAMS San Francisco Bay Area Details
Jim Lucas, AAMS's E*TRADE Financial Experience August 2011 - February 2012
Job Vice President Financial Advisor at HSBC Securities
Industry Financial Services
Experience
HSBC Securities  April 2012 - Present
E*TRADE Financial   August 2011 - February 2012
Charles Schwab  May 2003 - June 2011
Morgan Stanley  February 2000 - November 2002

Skills
Strategic Financial..., Asset Managment, Wealth Management..., Series 7, Insurance, Financial Advisory, Portfolio Management, Asset Allocation, Asset Management, Financial Services, Series 63

Education
University of California, Los Angeles
BA, Economics

Karan Pannu Karan Pannu Tustin, California Details
Karan Pannu's E*TRADE Financial Experience February 2005 - May 2006
Job Sr. Financial Analyst at UCI Medical Affiliates
Industry Financial Services
Experience
UCI Medical Affiliates  June 2014 - Present
Elite Financial  March 2011 - Present
Capital Group  July 2012 - July 2013
Deutsche Bank  June 2011 - August 2012
State Street / IMS   May 2008 - February 2011
Merrill Lynch  2006 - 2008
E*TRADE Financial   February 2005 - May 2006

Skills
Derivatives, Mortgage Lending, Equities, Loans, Hedge Funds, Swaps, Finance, Bonds, Investments, Real Estate Transactions, Credit, Banking, Corporate Actions, Trading, Funding, Business Analysis, Securities, Bloomberg, Mutual Funds, Fixed Income, Financial Analysis, Asset Management, Valuation, First Time Home Buyers, Listings, Financial Services, Fitness Training, Sellers, Buyers, Middle Office, Kuali Financial System

Education
University of California, Irvine   2000 — 2004

Jennifer Schuh Jennifer Schuh Seattle, Washington Details
Jennifer Schuh's E*TRADE Financial Experience November 2001 - August 2004
Job IT Project Manager Internal Audit at Starbucks Coffee Company
Industry Retail
Experience
Starbucks Coffee Company  October 2013 - Present
Starbucks Coffee Company  May 2012 - September 2013
Starbucks Coffee Company  February 2010 - May 2012
Microsoft  September 2006 - January 2010
Microsoft Corporation  November 2004 - September 2006
E*TRADE Financial   November 2001 - August 2004
Oracle Corporation / Delphi Asset Management   March 1999 - October 2001
Oracle Corporation  September 1997 - March 1999

Skills
Cash Management, Corporate Treasury, FX, Treasury, Financial Analysis, Banking, Risk Management, Cash Flow Forecasting, Financial Modeling, Cash Flow, Corporate Finance, Finance, Payments, Financial Services, Treasury Management, Business Analysis, FX Options

Education
University of California, Santa Barbara   1989 — 1993
BA, Business Economics with Concentration in Accounting

Brent Bassler Brent Bassler Tampa/St. Petersburg, Florida Area Details
Brent Bassler's E*TRADE Financial Experience February 2005 - Present
Job Financial Consultant CRPC® at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial   February 2005 - Present

Education
University of Florida - Warrington College of Business Administration   1998 — 2002

Andrea Rosselli Andrea Rosselli Greater Atlanta Area Details
Andrea Rosselli's E*TRADE Financial Experience April 2006 - June 2008
Job Salesforce.com Administrator and Developer at Towson University
Industry Information Technology and Services
Experience
Towson University  February 2015 - Present
INVISTA  January 2012 - December 2014
Exide Technologies  August 2008 - January 2012
E*TRADE Financial   April 2006 - June 2008
E*TRADE Financial   November 2004 - April 2006
Kimberly-Clark  August 1999 - October 2003

Skills
Salesforce.com, Process Improvement, Business Analysis, Microsoft Office, Forecasting, Project Management, Sales, Customer Service, Cross-functional Team..., Account Management, Training, Data Analysis, CRM, Call Centers, Management, Program Management, Marketing, Sales Operations

Education
University of Florida   1995 — 1996
BS, Food Science/Human Nutrition

University of Central Florida   1991 — 1995
BA, French

Prasanna Balasubramaniam Prasanna Balasubramaniam San Francisco Bay Area Details
Prasanna Balasubramaniam's E*TRADE Financial Experience November 2006 - February 2011
Job Team Lead at BlackRock Solutions
Industry Financial Services
Experience
BlackRock  February 2011 - Present
Etrade Financial  November 2006 - February 2011
Tata Consultancy Services  2003 - 2006

Skills
Spring, Sybase, Agile Methodologies, SOA, Java Enterprise Edition, Hibernate, Web Services, JMS, Perl, SDLC, Tomcat, Unix, REST, Maven, Enterprise Architecture, JDBC, Java, Oracle, SOAP, Application Architecture, Solution Architecture, Linux, Scalability, Databases, Middleware, Architecture, Database Design, Requirements Analysis, Software Development, Distributed Systems, Unix Shell Scripting, XML, Weblogic, JSP, Shell Scripting, Spring Framework, WebLogic

Education
University of Madras   1995 — 1999
BE, ECE

Carmen Arszman, CEP Carmen Arszman, CEP Cincinnati Area Details
Carmen Arszman, CEP's E*TRADE Financial Experience October 2006 - July 2008
Job Executive Compensation Consultant at Fifth Third Bank
Industry Human Resources
Experience
Fifth Third Bank  August 2013 - Present
Domino's  April 2012 - August 2013
Domino's  May 2010 - April 2012
Western & Southern Financial Group  May 2009 - May 2010
Fidelity Investments  July 2008 - February 2009
E*TRADE Financial   October 2006 - July 2008
Fidelity Investments  July 2002 - October 2006
Fidelity Investments  August 2000 - July 2002

Skills
Restricted Stock, CEP, Equities, Stocks, Auditing, Accounting, Program Management, Series 7, PeopleSoft, Performance Management, Securities, Mutual Funds, Executive Pay, Vendor Management, Deferred Compensation, Incentive Programs, Financial Services, Relationship Management, Options, Financial Analysis, Human Resources, Onboarding, Series 63, FMLA, Business Relationship..., Salary, Consulting, HR Policies

Education
Santa Clara University - Executive Development Center   2007 — 2008
Certified Equity Professional

University of Cincinnati College of Business   2004 — 2006
MBA, International Business

University of Cincinnati College of Business   1995 — 2000
BBA, Finance

Jason Chiu Jason Chiu Greater Los Angeles Area Details
Jason Chiu's E*TRADE Financial Experience September 2007 - April 2009
Job Employee at East West Bank
Industry Financial Services
Experience
East West Bank  March 2014 - Present
Citibank  December 2011 - March 2014
Citi Personal Wealth Management  June 2010 - December 2011
Wells Fargo  June 2009 - December 2009
E*TRADE Financial   September 2007 - April 2009
Banc of America Investment Services, Inc  June 2006 - August 2007
Global American Investments, Inc   June 2001 - May 2006
Leo Capital Management, Inc   September 1998 - May 2001
University of California  April 1999 - May 2000
Gallup Polls   August 1997 - January 1998

Skills
Portfolio Management, Business Development, Investments, Banking, Marketing, CRM, Financial Services, Marketing Strategy, Sales, Microsoft Excel, Trading, Asset Allocation, Customer Service, PowerPoint, Financial Advisory, Relationship Management, Outlook, Options, Customer Retention, Wealth Management, Microsoft Word, Series 7, Series 63, Finance, Mutual Funds, Microsoft Office, Asset Management, Risk Management, Strategic Financial..., Financial Planning

Education
University of California, Irvine   1996 — 2000
Bachelor, Eonomics

Taylor Rudnick, CFA Taylor Rudnick, CFA Greater Los Angeles Area Details
Taylor Rudnick, CFA's E*TRADE Financial Experience January 2004 - June 2005
Job Vice President, Fixed Income Portfolio Manager at RNC Genter
Industry Financial Services
Experience
RNC Genter Capital Management  March 2013 - Present
RNC Genter   April 2006 - Present
Etrade Financial  January 2004 - June 2005

Skills
Fixed Income, Asset Managment, Investment Management, Asset Allocation, Asset Management, Portfolio Management, Investment Strategies, Bloomberg, Equity Research, Alternative Investments

Education
University of California, Davis   1999 — 2003
Bachelor, Managerial Economics

Eric Warren Eric Warren Atlanta, Georgia Details
Eric Warren's E*TRADE Financial Experience April 2009 - September 2012
Job Group Controller at Randstad
Industry Staffing and Recruiting
Experience
Randstad  May 2014 - Present
Randstad  September 2012 - May 2014
E*TRADE Financial   April 2009 - September 2012
Bank of America  November 2008 - April 2009
Sperry Van Ness  January 2008 - November 2008
E*TRADE Financial   January 2006 - January 2008
JPMorgan Chase  August 2000 - January 2006

Skills
Financial Analysis, Strategic Planning, Forecasting, Budgets, Analysis, Business Planning, Financial Modeling, Process Improvement, Strategic Financial..., Series 7, Finance, Financial Reporting, Corporate Finance

Education
University of Miami - School of Business   2004 — 2006
MBA

University of Florida - Warrington College Of Business   1996 — 2000
BS, Management

Lianne Brinch Lianne Brinch Washington D.C. Metro Area Details
Lianne Brinch's E*TRADE Financial Experience June 2009 - April 2010
Job Senior Manager, Site Marketing at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial   June 2009 - April 2010
Discovery Communications  May 2008 - December 2008
Discovery Communications  May 2006 - May 2008
Jos. A. Bank Clothiers   February 2005 - March 2006
Jos. A. Bank Clothiers   August 2001 - February 2005
Jos. A. Bank Clothiers   August 2000 - August 2001
Mellon Bank  November 1999 - August 2000

Skills
Email Marketing, Online Advertising, Affiliate Marketing, Direct Marketing, Merchandising, Project Management, Catalog Marketing, Omniture, Web Analytics, E-commerce, Digital Marketing, Digital Strategy, Analytics, Mobile Marketing, SEM, PPC, Interactive Marketing, SEO, Digital Media, Social Media Marketing, Marketing Management

Education
University of Maryland - Robert H. Smith School of Business   2002 — 2004
Master of Business Administration, Marketing

University of Delaware   1995 — 1999
Bachelor of Science, Marketing and Management

Brian Genninger Brian Genninger Lakeland, Florida Area Details
Brian Genninger's E*TRADE Financial Experience September 2006 - June 2009
Job Securities Broker at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  February 2010 - Present
E*TRADE Financial   September 2006 - June 2009
Brown Co   October 2005 - September 2006
Chase  March 2004 - July 2005
Sprint Nextel  August 2001 - June 2003

Skills
Series 7, Series 63, Series 65, Wealth Management, Retirement Planning, Portfolio Management, Investments, Securities, Securities Taxation, Equities, Equity Trading, Fixed Income, Options, Index Options, Complex Option..., Mutual Funds, Uniform Combined State..., Microsoft Office, Windows 7

Education
University of Central Florida   2000 — 2001

Lakeland Senior High School   1997 — 2000
Mathematics

Maren Vidal Maren Vidal Sacramento, California Area Details
Maren Vidal's E*TRADE Financial Experience May 2001 - June 2004
Job Sr. Project Manager Chief Technology Office at Health Net
Industry Insurance
Experience
Health Net  March 2008 - Present
HealthNet  2008 - Present
SureWest Communications  August 2004 - February 2008
Etrade Financial  May 2001 - June 2004
Cal Fed  1999 - 2001

Skills
SDLC, Software Project..., Cross-functional Team..., PMP, Business Analysis, Requirements Gathering, Vendor Management, Business Process..., Integration, Visio, Requirements Analysis, Business Requirements, PMO, Project Portfolio..., Systems Analysis

Education
UC Davis   1999 — 2001
Professional Certification, Project Management

University of California, San Diego   1997 — 1999
BA/BS, Economics, Communication

Paul Vitale Paul Vitale Houston, Texas Area Details
Paul Vitale's E*TRADE Financial Experience June 1999 - May 2003
Job Financial Planner at Linscomb & Williams
Industry Financial Services
Experience
Linscomb & Williams  November 2013 - Present
BBVA Wealth Solutions  January 2005 - April 2013
E*TRADE Financial   June 1999 - May 2003
Valero Energy Corporation  June 1974 - March 1997

Skills
Portfolio Management, Strategic Financial..., Wealth Management, Insurance, Finance, Management, Personal Financial..., Investments, Series 7, Financial Analysis, Retirement Planning, Asset Management, Mutual Funds

Education
West Texas A&M University   1982 — 1986
MBA

University of Delaware   1970 — 1974
BS ChE, Chemical Engineering

David Sjogren, CIA, CRCM David Sjogren, CIA, CRCM Washington D.C. Metro Area Details
David Sjogren, CIA, CRCM's E*TRADE Financial Experience September 2008 - Present
Job Manager, AML Quality Control at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial   September 2008 - Present
Integrated Compliance Solutions  2007 - 2008
Colombo Bank  2006 - 2007
Community Bank Of Tri County  1999 - 2005
Office of Thrift Supervision  1979 - 1999

Skills
Bank Secrecy Act, Fair Lending, USA PATRIOT Act, OFAC, AML, KYC, Securities, Financial Regulation, Anti Money Laundering, Operational Risk, Risk Management

Education
University of Florida - Warrington College of Business Administration   1977 — 1979
BSBA, Finance

Brendon Marsingill Brendon Marsingill Atlanta, Georgia Details
Brendon Marsingill's E*TRADE Financial Experience August 2011 - Present
Job Staff, Telecommunications Operations at E*TRADE Financial
Industry Information Technology and Services
Experience
E*TRADE Financial   August 2011 - Present

Skills
NICE Call Recording, Cisco VoIP, Microsoft Office, PowerPoint, Salesforce.com, Social Media, Microsoft Word, Process Improvement, Financial Analysis, Leadership, Marketing, Time Management, Data Analysis, Access, Public Speaking, Customer Service, Microsoft Excel

Education
University of Georgia - Terry College of Business   2007 — 2011
Bachelor of Business Administration (B.B.A.), Management Information Systems, General

Dev Mone Dev Mone Greater New York City Area Details
Dev Mone's E*TRADE Financial Experience December 2010 - February 2012
Job Consultant Developer at Barclays Investment Bank
Industry Computer Software
Experience
Barclays Investment Bank  December 2012 - Present
Goldman Sachs  April 2012 - October 2012
E*TRADE Financial   December 2010 - February 2012
Credit Suisse  December 2009 - November 2010
Interactivedata   March 2003 - November 2009

Skills
Sybase, Low Latency, Trading Systems, marketdata, Oracle SQL, C++, Java, TCP/IP, Threads, CMIP, SNMP, unix, Red Hat Linux, Scripting, mioddleware

Education
Villanova University   1984 — 1996
Master's degree, Computer Science

University of Iowa   1979 — 1981
Bachelor of Science (BS), Computer Science

Aaron McInerney Aaron McInerney Houston, Texas Area Details
Aaron McInerney's E*TRADE Financial Experience March 2000 - September 2006
Job Compliance Manager at Salient Partners
Industry Financial Services
Experience
Salient Partners  July 2013 - Present
Simmons & Company International  June 2012 - June 2013
Penson Financial Services  June 2007 - May 2012
E*TRADE Financial   March 2000 - September 2006
NASD Regulation  August 1998 - March 2000

Skills
Series 7, Series 24, FINRA, Series 63, Securities, Hedge Funds, Equities, Trading, Bloomberg, AML, Capital Markets, Fixed Income, Options, series 55, series 66, Mutual Funds

Education
University of California, Santa Barbara   1993 — 1998
Bachelor, Business Economics

Andrew Valcik Andrew Valcik Greater Chicago Area Details
Andrew Valcik's E*TRADE Financial Experience March 2011 - Present
Job Futures/Forex Specialist at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial   March 2011 - Present
JP Morgan Chase  November 2010 - May 2011
RJO & Associates, LLC   February 2009 - November 2010

Skills
Series 7, Series 63

Education
University of Iowa - Henry B. Tippie College of Business   2000 — 2003
Bachelor of Science, Finance

Viliami (Val) Mataele Viliami (Val) Mataele Greater Los Angeles Area Details
Viliami (Val) Mataele's E*TRADE Financial Experience 2004 - 2005
Job Principal, FALKON Construction, Inc
Industry Construction
Experience
FALKON Construction, Inc   October 2007 - Present
Wells Fargo Home Mortgage  2006 - 2007
LendingTree  2005 - 2006
E*TRADE Financial   2004 - 2005
Full Spectrum Lending  2003 - 2004
New Age Electronics  1996 - 2003

Skills
Concrete, Microsoft Office, Residential Homes, Retaining Walls, Sales, Contract Negotiation, Team Building, Marketing Strategy, Masonry, New Business Development, Sales Management, Negotiation

Education
University of California, Santa Cruz   1990 — 1995
Bachelor's degree, Sociology

Kyle Massey Kyle Massey Greater Los Angeles Area Details
Kyle Massey's E*TRADE Financial Experience July 2010 - June 2015
Job at
Industry Financial Services
Experience
E*TRADE Financial Corporation  July 2015 - Present
E*TRADE Financial   July 2010 - June 2015
TD Ameritrade  March 2008 - September 2009
Ameriprise Financial Services, Inc.   2006 - 2007

Skills
Asset Allocation, Asset Management, Retirement Planning, Consultative Sales..., Investments, Insurance, Strategic Financial..., Mutual Funds, Equities, Portfolio Management, Customer Service, Financial Analysis, Microsoft Excel, Microsoft Office

Education
University of California, Riverside   2003 — 2006
Bachelor of Science (BS), Business Administration and Management, General

Dakshin Rajavel Dakshin Rajavel San Francisco Bay Area Details
Dakshin Rajavel's E*TRADE Financial Experience April 2011 - September 2014
Job Lead Software Engineer at SEPHORA
Industry Information Technology and Services
Experience
SEPHORA  October 2014 - Present
E*TRADE Financial   April 2011 - September 2014
E*TRADE Financial   January 2011 - March 2011
Visa  January 2007 - December 2010
GMAC Insurance  September 2004 - December 2006
Kaiser Permanente  March 2004 - September 2004
Kaiser Permanente  April 2002 - February 2004
Citi  December 2001 - April 2002
Merrill Lynch  December 2000 - December 2001
NEC  September 2001 - November 2001

Skills
Hibernate, Java, Oracle, JDBC, Servlets, Requirements Analysis, Agile Methodologies, Program Management, Websphere, Ant, Unix, Design Patterns, Subversion, Spring, ClearCase, Software Design, C++ and C, Magic Draw, DB2, PLSQL, Sybase, Agile Methodology, Shell Scripting, IBI Reporting Tool, SQL Loader, Hadoop, Pig, Hive, Spring Framework, SOAP, JPA, SDLC, Web Services

Education
University of Madras

Jack Wlodkowski Jack Wlodkowski Orange County, California Area Details
Jack Wlodkowski's E*TRADE Financial Experience February 2002 - December 2004
Job President at ICM Lending
Industry Financial Services
Experience
ICM Lending   August 2005 - Present
E*TRADE Financial   February 2002 - December 2004

Skills
Retirement Planning, Strategic Financial..., Wealth Management, Estate Planning, Mutual Funds, Insurance, Retirement, Fixed Annuities, Financial Analysis, Series 7, Securities, Real Estate, Life Insurance, Investments, New Business Development, Financial Planning, 401k

Education
The University of Connecticut   1995 — 1999
Bachelor of Science, Finance

The University of Connecticut   1995 — 1999
BS, Finance, General

Michelle Nicole Payton Michelle Nicole Payton Charlotte, North Carolina Area Details
Michelle Nicole Payton's E*TRADE Financial Experience 2008 - 2008
Job Client Service Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  August 2012 - November 2014
Wells Fargo Advisors  January 2011 - August 2012
E*TRADE Financial   2008 - 2008
E*TRADE Financial   2007 - 2008

Skills
Research, Escalation, Customer Service, IRAs, Asset, AML, Retirement, Trading, Options, Call Center, Fixed Income, Series 7, Series 63, Series 9, Series 10, Situational Leadership

Education
The Manchester Metropolitan University   2002 — 2003

University of California, Davis   1998 — 2000

sheldon mendelsberg sheldon mendelsberg Greater Chicago Area Details
sheldon mendelsberg's E*TRADE Financial Experience March 1999 - January 2011
Job Financial Services Professional
Industry Financial Services
Experience
E*TRADE Financial   March 1999 - January 2011

Education
University of Illinois at Chicago
B.S. Business, Marketing

Braz Salangsang Braz Salangsang San Francisco, California Details
Braz Salangsang's E*TRADE Financial Experience April 2013 - Present
Job at
Industry Financial Services
Experience
E*TRADE Financial   April 2013 - Present
Fisher Investments  January 2011 - April 2013
Fisher Investments  January 2008 - January 2011
Fisher Investments  January 2007 - January 2008
Fisher Investments  October 2004 - December 2006

Skills
Wealth Management, Asset Allocation, Investments, Series 7, Investment Advisory, Portfolio Management, Investment Strategies, Equities, Fixed Income, Asset Managment, Mutual Funds, Alternative Investments

Education
UC Santa Cruz   1999 — 2004
Bachelor of Science (BS), Business/Managerial Economics

Srikrishna Karatalapu Srikrishna Karatalapu Mountain View, California Details
Srikrishna Karatalapu's E*TRADE Financial Experience July 2007 - December 2012
Job Systems Engineer at VUDU a Walmart company
Industry Financial Services
Experience
VUDU - a Walmart company  December 2012 - Present
E*TRADE Financial   July 2007 - December 2012

Skills
DNS, Netscaler, Python, Unix Shell Scripting, Perl Script, Shell Scripting, Linux, jQuery, Load Balancing

Education
University of Hartford   2004 — 2006
Master's degree, Electrical and Computer Engineering

Daniel Colwill Daniel Colwill Beaverton, Oregon Details
Daniel Colwill's E*TRADE Financial Experience 2008 - 2012
Job Associate Advisor at Phillips and Company
Industry Financial Services
Experience
Phillips and Company   April 2014 - Present
E*TRADE Financial   2008 - 2012
Smith Barney  January 2001 - December 2007

Skills
Excellent written and..., Creative and insightful..., Organized and detail..., Ability to connect with..., Finance, Portfolio Management, Investments, Analysis, Management, Sales, Marketing, Financial Services, Consulting, Financial Planning

Education
University of Colorado Boulder   1996 — 1998

International School of Dusseldorf, Germany   1991 — 1996
International Baccalaureate, Mathematics and Physics

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