E*TRADE Financial
Industry: Financial services company
DescriptionE-Trade Financial Corporation is a financial services company organized in Delaware and headquartered in New York City. The company provides services for individuals and institutions that are investing online. Customer service: 80033387233 Headquarters: New York City, New York, United States Subsidiaries: OptionsHouse, LLC, Founders: William A. Porter, Bernard A. Newcomb
E*TRADE Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at E*TRADE Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
E*TRADE Financial Salaries. You can even request information on how much does E*TRADE Financial pay if you want to. Learn about salaries, pros and cons of working for E*TRADE Financial directly from the past employees.
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E*TRADE Financial Employees
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
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
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
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
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
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
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
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
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 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
PCS February 2008 - Present
Wells Fargo October 2007 - January 2008
E*TRADE Financial December 2006 - April 2007
Education
University of California, Los Angeles
Engineering
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
E*TRADE Financial 2011 - Present
Morgan Stanley Smith Barney 2009 - 2011
Education
University of California, San Diego
Bachelor's Degree
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
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
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
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
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
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
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
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
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
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
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
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
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
E*Trade Financial December 2005 - Present
Education
University of Central Florida - College of Business Administration 1978 — 1981
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
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
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
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
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
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
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
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
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
E*TRADE Financial Manager, Global Marketing/EventsBarclays Capital1996 - 2001
Salomon Brothers 1993 - 1996
Education
University of Hartford
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
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
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
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
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
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
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
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
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
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
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
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
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
E*TRADE Financial February 2005 - Present
Education
University of Florida - Warrington College of Business Administration 1998 — 2002
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
E*TRADE Financial March 1999 - January 2011
Education
University of Illinois at Chicago
B.S. Business, Marketing
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
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
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