E*TRADE Financial
Industry: Financial services company
DescriptionE-Trade Financial Corporation is a financial services company organized in Delaware and headquartered in New York City. The company provides services for individuals and institutions that are investing online. Customer service: 80033387233 Headquarters: New York City, New York, United States Subsidiaries: OptionsHouse, LLC, Founders: William A. Porter, Bernard A. Newcomb
E*TRADE Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at E*TRADE Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
E*TRADE Financial Salaries. You can even request information on how much does E*TRADE Financial pay if you want to. Learn about salaries, pros and cons of working for E*TRADE Financial directly from the past employees.
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E*TRADE Financial Employees
Employee
Years
Job
Industry
Joshua Howcroft, MBA Joshua Howcroft, MBA's E*TRADE Financial Experience July 2009 - April 2010
Job
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2013 - Present
Wells Fargo Advisors April 2010 - April 2013
E*TRADE Financial July 2009 - April 2010
Merrill Lynch Bank, USA May 2007 - April 2009
Education
University of Phoenix
Master of Business Administration (MBA), 3.61
University of Phoenix
Bachelor of Science, Business and Finance (BSB/F), 3.69
Axia College
Associate of Arts, Information Technology (AAIT/N), 3.75
Morgan Stanley Wealth Management June 2013 - Present
Wells Fargo Advisors April 2010 - April 2013
E*TRADE Financial July 2009 - April 2010
Merrill Lynch Bank, USA May 2007 - April 2009
Education
University of Phoenix
Master of Business Administration (MBA), 3.61
University of Phoenix
Bachelor of Science, Business and Finance (BSB/F), 3.69
Axia College
Associate of Arts, Information Technology (AAIT/N), 3.75
Peggy Bodenreider Peggy Bodenreider's E*TRADE Financial Experience December 2002 - November 2005
Job Sales Manager at Sterling Acceptance Corporation
Industry Maritime
Experience
Sterling Acceptance Corporation September 2010 - Present
Maritime Capital Group December 2008 - August 2010
General Electric / GE Money 2005 - 2008
E*TRADE Financial December 2002 - November 2005
Deutsche Financial Services June 1997 - December 2002
BankBoston June 1995 - June 1997
Ganis Credit Corporation April 1988 - June 1995
Horizon Credit Corp 1986 - 1988
Skills
Sales Management, Team Leadership, New Business Development, Boating, Sailing, Consumer Finance, Boat Insurance, Marine Insurance, Financial Services, Management, Yachting, Boat, Maritime, Sales, Selling, Start-ups, Finance, Business Development, Leadership, Banking, Credit, CRM, Loans, Negotiation, Marketing, Analysis
Education
University of Phoenix 2008 — 2010
Bachelor's, Business Marketing
Franklin Central High School
Sterling Acceptance Corporation September 2010 - Present
Maritime Capital Group December 2008 - August 2010
General Electric / GE Money 2005 - 2008
E*TRADE Financial December 2002 - November 2005
Deutsche Financial Services June 1997 - December 2002
BankBoston June 1995 - June 1997
Ganis Credit Corporation April 1988 - June 1995
Horizon Credit Corp 1986 - 1988
Skills
Sales Management, Team Leadership, New Business Development, Boating, Sailing, Consumer Finance, Boat Insurance, Marine Insurance, Financial Services, Management, Yachting, Boat, Maritime, Sales, Selling, Start-ups, Finance, Business Development, Leadership, Banking, Credit, CRM, Loans, Negotiation, Marketing, Analysis
Education
University of Phoenix 2008 — 2010
Bachelor's, Business Marketing
Franklin Central High School
Alison Mittelstadt Alison Mittelstadt's E*TRADE Financial Experience May 2003 - September 2011
Job Head of Digital and Acquisition Marketing based in San Francisco, CA
Industry Internet
Experience
Personal Capital May 2014 - Present
Rock Creek Velo May 2014 - Present
Vocus (now Cision) September 2011 - April 2014
Potomac Speedskating Club May 2008 - April 2014
E*TRADE FINANCIAL May 2003 - September 2011
Network Solutions 2001 - 2002
Qfactor (webnet-marketing) January 1999 - August 2001
United States Postal Service, International Business Unit (IBU) February 1996 - February 1999
French Trade Commission 1990 - 1995
World Learning 1984 - 1989
Skills
Digital Marketing, Web Analytics, SEO, Media Buying, Social Marketing, Negotiation, SEM, Online Advertising, Digital Strategy, PPC, Lead Generation, Sports Marketing, E-commerce, Online Marketing, Analytics, Customer Acquisition, Integrated Marketing, Advertising, Product Marketing, Marketing Strategy, Direct Marketing, Social Media Marketing, Marketing, Web Marketing, B2B, New Media, SaaS, Digital Media, Social Media
Education
University of Michigan
BA with Highest Honors, French Language and Literature
University of South Carolina-Columbia
MBA, International Marketing
Personal Capital May 2014 - Present
Rock Creek Velo May 2014 - Present
Vocus (now Cision) September 2011 - April 2014
Potomac Speedskating Club May 2008 - April 2014
E*TRADE FINANCIAL May 2003 - September 2011
Network Solutions 2001 - 2002
Qfactor (webnet-marketing) January 1999 - August 2001
United States Postal Service, International Business Unit (IBU) February 1996 - February 1999
French Trade Commission 1990 - 1995
World Learning 1984 - 1989
Skills
Digital Marketing, Web Analytics, SEO, Media Buying, Social Marketing, Negotiation, SEM, Online Advertising, Digital Strategy, PPC, Lead Generation, Sports Marketing, E-commerce, Online Marketing, Analytics, Customer Acquisition, Integrated Marketing, Advertising, Product Marketing, Marketing Strategy, Direct Marketing, Social Media Marketing, Marketing, Web Marketing, B2B, New Media, SaaS, Digital Media, Social Media
Education
University of Michigan
BA with Highest Honors, French Language and Literature
University of South Carolina-Columbia
MBA, International Marketing
Benjamin Erdtmann, MBA Benjamin Erdtmann, MBA's E*TRADE Financial Experience May 2005 - March 2008
Job Regional Sales Manager at Deltek
Industry Computer Software
Experience
Deltek July 2012 - Present
Avectra 2011 - July 2012
Avectra 2008 - 2011
Formatta Corporation April 2008 - October 2008
E*TRADE Financial May 2005 - March 2008
Meridian One July 2003 - May 2005
Skills
Enterprise Software, Sales Process, Cloud Computing, CRM, Sales Operations, Business Development, Sales, Professional Services, Business Strategy, Contract Negotiation, Management, SaaS, Competitive Analysis, Direct Sales
Education
University of Maryland University College 2009 — 2011
MBA, Business Administration, Management and Operations
George Mason University - School of Business 2000 — 2003
B.S., Marketing
Deltek July 2012 - Present
Avectra 2011 - July 2012
Avectra 2008 - 2011
Formatta Corporation April 2008 - October 2008
E*TRADE Financial May 2005 - March 2008
Meridian One July 2003 - May 2005
Skills
Enterprise Software, Sales Process, Cloud Computing, CRM, Sales Operations, Business Development, Sales, Professional Services, Business Strategy, Contract Negotiation, Management, SaaS, Competitive Analysis, Direct Sales
Education
University of Maryland University College 2009 — 2011
MBA, Business Administration, Management and Operations
George Mason University - School of Business 2000 — 2003
B.S., Marketing
Alexa DiSciullo Alexa DiSciullo's E*TRADE Financial Experience June 2011 - August 2011
Job Partnerships at Snapchat, Inc.
Industry Marketing and Advertising
Experience
Snapchat, Inc. June 2015 - Present
DigitasLBi January 2015 - May 2015
Digitas September 2013 - January 2014
Digitas June 2012 - August 2012
E*TRADE Financial June 2011 - August 2011
Joey Showroom June 2010 - August 2010
The RJM Group June 2009 - August 2009
Beginnings Bleus September 2005 - February 2009
theONswitch June 2008 - August 2008
Skills
Facebook, Media Planning, Social Media, Social Media Marketing, Digital Media, Social Networking, Mac, Marketing, Microsoft Office, Twitter, Instagram, Pinterest, Google Analytics, Digital Strategy, Email Marketing, Online Advertising, Mobile Marketing, Advertising, Digital Marketing
Education
University of Michigan 2009 — 2013
Bachelor of Arts (B.A.), Art History, Global Media
Study Abroad - Barcelona 2012 — 2012
Snapchat, Inc. June 2015 - Present
DigitasLBi January 2015 - May 2015
Digitas September 2013 - January 2014
Digitas June 2012 - August 2012
E*TRADE Financial June 2011 - August 2011
Joey Showroom June 2010 - August 2010
The RJM Group June 2009 - August 2009
Beginnings Bleus September 2005 - February 2009
theONswitch June 2008 - August 2008
Skills
Facebook, Media Planning, Social Media, Social Media Marketing, Digital Media, Social Networking, Mac, Marketing, Microsoft Office, Twitter, Instagram, Pinterest, Google Analytics, Digital Strategy, Email Marketing, Online Advertising, Mobile Marketing, Advertising, Digital Marketing
Education
University of Michigan 2009 — 2013
Bachelor of Arts (B.A.), Art History, Global Media
Study Abroad - Barcelona 2012 — 2012
Seble Argaw Seble Argaw's E*TRADE Financial Experience October 2009 - Present
Job Supervisor, Procurement at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial October 2009 - Present
E*TRADE Financial June 2007 - October 2009
Skills
Vendor Management, Process Improvement, Risk Management, Procurement, Strategic Sourcing, Ariba, Procure-to-Pay, Strategic Planning, Accounts Payable, Management, Sourcing, Microsoft Excel, Customer Service, Process Management, Accounting, Outsourcing, Budgets
Education
University of Maryland Eastern Shore
Aviation/Airway Management and Operations
E*TRADE Financial October 2009 - Present
E*TRADE Financial June 2007 - October 2009
Skills
Vendor Management, Process Improvement, Risk Management, Procurement, Strategic Sourcing, Ariba, Procure-to-Pay, Strategic Planning, Accounts Payable, Management, Sourcing, Microsoft Excel, Customer Service, Process Management, Accounting, Outsourcing, Budgets
Education
University of Maryland Eastern Shore
Aviation/Airway Management and Operations
Matt Silk's E*TRADE Financial Experience May 2000 - August 2005
Job Head of Strategy, Waterfall
Industry Internet
Experience
Waterfall August 2005 - Present
E*TRADE Financial May 2000 - August 2005
Xircom (Acquired by Intel) August 1998 - April 2000
Skills
Mobile Marketing, Strategic Partnerships, Analytics, SaaS, Mobile Devices, Product Management, Lead Generation, Start-ups, E-commerce, Digital Marketing, Digital Strategy, Salesforce.com, SEO, Marketing, Entrepreneurship, Integrated Marketing, Management, Leadership, Strategy, Email Marketing, Sales Process, Digital Media, Mobile Applications, CRM, Direct Marketing, Enterprise Software, Mobile Technology, User Experience, Mobile Advertising, Facebook, Advertising, Social Media Marketing
Education
University of Pennsylvania 1993 — 1997
B.S. Economics, Multinational Management
Waterfall August 2005 - Present
E*TRADE Financial May 2000 - August 2005
Xircom (Acquired by Intel) August 1998 - April 2000
Skills
Mobile Marketing, Strategic Partnerships, Analytics, SaaS, Mobile Devices, Product Management, Lead Generation, Start-ups, E-commerce, Digital Marketing, Digital Strategy, Salesforce.com, SEO, Marketing, Entrepreneurship, Integrated Marketing, Management, Leadership, Strategy, Email Marketing, Sales Process, Digital Media, Mobile Applications, CRM, Direct Marketing, Enterprise Software, Mobile Technology, User Experience, Mobile Advertising, Facebook, Advertising, Social Media Marketing
Education
University of Pennsylvania 1993 — 1997
B.S. Economics, Multinational Management
Lawrence Koh Lawrence Koh's E*TRADE Financial Experience July 2002 - May 2004
Job VP of Product at Nexon M
Industry Entertainment
Experience
Nexon January 2015 - Present
Kabam March 2010 - January 2015
Raptr February 2009 - March 2010
Electronic Arts December 2006 - February 2009
Deloitte Consulting May 2004 - December 2006
E*TRADE Financial July 2002 - May 2004
UBS Investment Bank May 2001 - August 2001
Skills
Video Game Design, Product Development, Product Management, Analytics, Market Research, Customer Relations, Marketing Solutions, Interactive..., Social Media Marketing, Marketing, Social Media, Product Marketing, Customer Service, Game Design, Strategy, Online Marketing, Mobile Devices, Leadership, Online Advertising, Management, Strategic Partnerships, Video Games, Game Development, Online Gaming, Enterprise Software, Monetization, Mobile Applications
Education
University of Michigan 1998 — 2002
BSE, Computer Science
Nexon January 2015 - Present
Kabam March 2010 - January 2015
Raptr February 2009 - March 2010
Electronic Arts December 2006 - February 2009
Deloitte Consulting May 2004 - December 2006
E*TRADE Financial July 2002 - May 2004
UBS Investment Bank May 2001 - August 2001
Skills
Video Game Design, Product Development, Product Management, Analytics, Market Research, Customer Relations, Marketing Solutions, Interactive..., Social Media Marketing, Marketing, Social Media, Product Marketing, Customer Service, Game Design, Strategy, Online Marketing, Mobile Devices, Leadership, Online Advertising, Management, Strategic Partnerships, Video Games, Game Development, Online Gaming, Enterprise Software, Monetization, Mobile Applications
Education
University of Michigan 1998 — 2002
BSE, Computer Science
Eric Calhoun Eric Calhoun's E*TRADE Financial Experience April 2006 - April 2010
Job Vice President Strategic Planning Office at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs April 2010 - Present
E*TRADE Financial April 2006 - April 2010
Skills
Series 7, Series 63, Securities, Equities, Series 24, Investments, Options, Risk Management, Trading, Mutual Funds, FINRA, Performance Measurement, Hedge Funds, Private Equity, UAT coordination, Financial Services
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (MBA), Entrepreneurship & Sustainable Enterprise
University of Utah 2000 — 2005
BA, Economics
Goldman Sachs April 2010 - Present
E*TRADE Financial April 2006 - April 2010
Skills
Series 7, Series 63, Securities, Equities, Series 24, Investments, Options, Risk Management, Trading, Mutual Funds, FINRA, Performance Measurement, Hedge Funds, Private Equity, UAT coordination, Financial Services
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (MBA), Entrepreneurship & Sustainable Enterprise
University of Utah 2000 — 2005
BA, Economics
Joseph Grier Joseph Grier's E*TRADE Financial Experience November 2013 - April 2014
Job CSR at Metlife
Industry Financial Services
Experience
MetLife July 2015 - Present
Wells Fargo Advisors May 2014 - August 2014
Joseph Grier LLC March 2014 - May 2014
E*TRADE Financial November 2013 - April 2014
Right Moves For Youth 2006 - 2014
Convergys May 2013 - November 2013
Liberty Tax Service September 2012 - April 2013
Vanguard August 2011 - March 2012
Wells Fargo Advisors March 2011 - August 2011
Primerica Inc August 2009 - March 2011
Skills
Financial Analysis, Sales, Team Building, Insurance, Customer Service, Investments, Strategic Financial..., Leadership, Microsoft Office, Strategic Planning, Inventory Management, Public Speaking, Team Leadership, PowerPoint, Microsoft Excel, Marketing, Microsoft Word, Retirement, Forecasting, Coaching, Finance, Negotiation, Mutual Funds, Series 7, Asset Managment, Budgets, Employee Benefits
Education
University of North Carolina at Charlotte - Belk College of Business 2008 — 2010
BSBA, Finance
MetLife July 2015 - Present
Wells Fargo Advisors May 2014 - August 2014
Joseph Grier LLC March 2014 - May 2014
E*TRADE Financial November 2013 - April 2014
Right Moves For Youth 2006 - 2014
Convergys May 2013 - November 2013
Liberty Tax Service September 2012 - April 2013
Vanguard August 2011 - March 2012
Wells Fargo Advisors March 2011 - August 2011
Primerica Inc August 2009 - March 2011
Skills
Financial Analysis, Sales, Team Building, Insurance, Customer Service, Investments, Strategic Financial..., Leadership, Microsoft Office, Strategic Planning, Inventory Management, Public Speaking, Team Leadership, PowerPoint, Microsoft Excel, Marketing, Microsoft Word, Retirement, Forecasting, Coaching, Finance, Negotiation, Mutual Funds, Series 7, Asset Managment, Budgets, Employee Benefits
Education
University of North Carolina at Charlotte - Belk College of Business 2008 — 2010
BSBA, Finance
Bethany K. Allen, MBA Bethany K. Allen, MBA's E*TRADE Financial Experience January 2003 - March 2015
Job Senior Broker, US Markets/ Order Management at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial January 2003 - March 2015
BrownCo (Acquired by E*Trade in 2006) 2003 - 2006
New England Securities 2000 - 2002
Skills
Series 7, Series 24, Series 4, Series 55, Series 63, Series 6, General Securities..., Options Principal, Margin, Risk Management, Financial Markets, Trading Strategies, Order Management
Education
University of Illinois at Chicago 2011 — 2013
Master of Business Administration (MBA), Finance, Strategic Management
University of Massachusetts, Amherst 1995 — 1999
Bachelor of Arts (BA), Economics, Finance
E*TRADE Financial January 2003 - March 2015
BrownCo (Acquired by E*Trade in 2006) 2003 - 2006
New England Securities 2000 - 2002
Skills
Series 7, Series 24, Series 4, Series 55, Series 63, Series 6, General Securities..., Options Principal, Margin, Risk Management, Financial Markets, Trading Strategies, Order Management
Education
University of Illinois at Chicago 2011 — 2013
Master of Business Administration (MBA), Finance, Strategic Management
University of Massachusetts, Amherst 1995 — 1999
Bachelor of Arts (BA), Economics, Finance
Andrea L. Bowles's E*TRADE Financial Experience 2003 - 2004
Job Independent Associate at LegalShield/IDShield
Industry Consumer Services
Experience
LegalShield/IDShield July 2015 - Present
All Source Sales Group/ Twin Towers Trading January 2014 - 2014
UMB Bank 2012 - 2013
M&I Bank 2011 - 2011
First Horizon National Corporation 2004 - 2011
E*TRADE Financial 2003 - 2004
Prudential Financial 2000 - 2003
Wells Fargo Home Equity Direct January 1996 - April 2000
Edward Jones October 1994 - January 1996
Skills
Mortgage Lending, Banking, Loans, Credit, Risk Management, Portfolio Management, Mortgage Banking, Financial Services, Management, Strategy, Strategic Planning, Finance, Business Development, Sales Management, Leadership, Loan Origination, Consumer Lending, Mergers & Acquisitions, Investments, Financial Risk, Insurance, Executive Management, Treasury Management, Sales, Commercial Lending, Product Management, Cross Selling, Credit Analysis, Relationship Management, Retail Banking, Credit Risk, Commercial Banking, Loan Servicing, Marketing
Education
University of Virginia, CBA Graduate School of Retail Banking 2006 — 2008
Graduate Degree, Retail Banking
University of Northern Colorado
BS, Business Administration, Marketing
University of Colorado
Chemical Engineering and Applied Sciences
LegalShield/IDShield July 2015 - Present
All Source Sales Group/ Twin Towers Trading January 2014 - 2014
UMB Bank 2012 - 2013
M&I Bank 2011 - 2011
First Horizon National Corporation 2004 - 2011
E*TRADE Financial 2003 - 2004
Prudential Financial 2000 - 2003
Wells Fargo Home Equity Direct January 1996 - April 2000
Edward Jones October 1994 - January 1996
Skills
Mortgage Lending, Banking, Loans, Credit, Risk Management, Portfolio Management, Mortgage Banking, Financial Services, Management, Strategy, Strategic Planning, Finance, Business Development, Sales Management, Leadership, Loan Origination, Consumer Lending, Mergers & Acquisitions, Investments, Financial Risk, Insurance, Executive Management, Treasury Management, Sales, Commercial Lending, Product Management, Cross Selling, Credit Analysis, Relationship Management, Retail Banking, Credit Risk, Commercial Banking, Loan Servicing, Marketing
Education
University of Virginia, CBA Graduate School of Retail Banking 2006 — 2008
Graduate Degree, Retail Banking
University of Northern Colorado
BS, Business Administration, Marketing
University of Colorado
Chemical Engineering and Applied Sciences
Amgad Youssef Amgad Youssef's E*TRADE Financial Experience August 2009 - August 2010
Job UI Architect at Apple Inc.
Industry Information Technology and Services
Experience
Apple Inc. August 2014 - Present
JPMorgan Chase May 2012 - July 2014
Hewlett-Packard November 2010 - May 2012
E*TRADE Financial August 2009 - August 2010
IBM July 2004 - July 2009
Industrial Modernization Center (IMC) March 2003 - June 2004
e-Business Solutions Enabling Group November 2000 - October 2001
Skills
JavaScript, XML, AJAX, JSP, JSON, Eclipse, jQuery, HTML 5, Java, CSS, Dojo, Servlets, User Experience, Web Development, Palm OS, HTML5, HTML + CSS, Advanced CSS, NetBeans, Web Applications, Mobile Applications, Backbone.js, Underscore.js, Require.js, Less.js, Front-end, Backend Development
Education
University of Nottingham 2006 — 2006
MSc., Information Technology
Apple Inc. August 2014 - Present
JPMorgan Chase May 2012 - July 2014
Hewlett-Packard November 2010 - May 2012
E*TRADE Financial August 2009 - August 2010
IBM July 2004 - July 2009
Industrial Modernization Center (IMC) March 2003 - June 2004
e-Business Solutions Enabling Group November 2000 - October 2001
Skills
JavaScript, XML, AJAX, JSP, JSON, Eclipse, jQuery, HTML 5, Java, CSS, Dojo, Servlets, User Experience, Web Development, Palm OS, HTML5, HTML + CSS, Advanced CSS, NetBeans, Web Applications, Mobile Applications, Backbone.js, Underscore.js, Require.js, Less.js, Front-end, Backend Development
Education
University of Nottingham 2006 — 2006
MSc., Information Technology
Jasmine Eoff's E*TRADE Financial Experience November 2013 - February 2014
Job Content Curator at Nike
Industry Writing and Editing
Experience
Nike September 2015 - Present
Tough Mudder Inc March 2015 - July 2015
MJGuilfoyle LLC November 2014 - February 2015
Handy HQ October 2014 - January 2015
Tough Mudder LLC March 2014 - October 2014
E*TRADE Financial November 2013 - February 2014
East Hill Church September 2012 - September 2013
New Release Tuesday July 2012 - April 2013
Portland Monthly September 2012 - December 2012
Flux Magazine January 2012 - June 2012
Skills
Copy Editing, Fact-checking, Blogging, Social Media, Chicago Style, Editing, Web Content, Press Releases, Journalism, Storytelling, Public Relations, Editorial, Magazines, Newspapers, Marketing, AP Style, Publishing, Feature Articles, WordPress
Education
University of Oregon 2008 — 2012
Bachelor of Arts (BA), Journalism (Magazine/Newspaper) and Communications
Nike September 2015 - Present
Tough Mudder Inc March 2015 - July 2015
MJGuilfoyle LLC November 2014 - February 2015
Handy HQ October 2014 - January 2015
Tough Mudder LLC March 2014 - October 2014
E*TRADE Financial November 2013 - February 2014
East Hill Church September 2012 - September 2013
New Release Tuesday July 2012 - April 2013
Portland Monthly September 2012 - December 2012
Flux Magazine January 2012 - June 2012
Skills
Copy Editing, Fact-checking, Blogging, Social Media, Chicago Style, Editing, Web Content, Press Releases, Journalism, Storytelling, Public Relations, Editorial, Magazines, Newspapers, Marketing, AP Style, Publishing, Feature Articles, WordPress
Education
University of Oregon 2008 — 2012
Bachelor of Arts (BA), Journalism (Magazine/Newspaper) and Communications
Joseph Di Vico, CFA Joseph Di Vico, CFA's E*TRADE Financial Experience March 2004 - October 2005
Job Senior Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2011 - Present
HSBC Securities October 2005 - January 2011
E*TRADE Financial March 2004 - October 2005
Skills
Managing High Net Worth..., Client Portfolio..., Portfolio Analysis, Estate Planning, Generational Wealth..., Retirement Planning, Financial Planning, Fee-Based Accounts, Investment Vehicles, Insurance Vehicles, Wealth Management..., Strategic Financial..., Finance, Portfolio Management, Wealth Management, Asset Allocation, High Net Worth..., Mutual Funds, Investment Advisory, Alternative Investments, Series 63, Investment Strategies, Series 7
Education
University of Maryland College Park 1995 — 1999
Bachelor of Arts (BA), Economics
TIAA-CREF January 2011 - Present
HSBC Securities October 2005 - January 2011
E*TRADE Financial March 2004 - October 2005
Skills
Managing High Net Worth..., Client Portfolio..., Portfolio Analysis, Estate Planning, Generational Wealth..., Retirement Planning, Financial Planning, Fee-Based Accounts, Investment Vehicles, Insurance Vehicles, Wealth Management..., Strategic Financial..., Finance, Portfolio Management, Wealth Management, Asset Allocation, High Net Worth..., Mutual Funds, Investment Advisory, Alternative Investments, Series 63, Investment Strategies, Series 7
Education
University of Maryland College Park 1995 — 1999
Bachelor of Arts (BA), Economics
Jeff Striek, PMP, CSM Jeff Striek, PMP, CSM's E*TRADE Financial Experience April 2003 - May 2004
Job Director of Product Development / Quality Assurance / Program Management
Industry Computer Software
Experience
TruePosition February 2009 - September 2012
BMC Software (via aquisition of BladeLogic) January 2008 - December 2008
EMC February 2005 - January 2008
Oracle ( via aquisition of PeopleSoft) May 2004 - February 2005
Etrade Financial April 2003 - May 2004
Openwave May 1998 - October 2002
Skills
Program Management, Agile, SharePoint, Six Sigma, Outsourcing Management, Scrum, Change Leadership, Change Management, Metrics, Storage Area Networks, Oracle, Linux, Unix, Market Analysis, Business Intelligence, MS Office Suite, MS Project, VersionOne, PMP, CSM, Total Quality Management, Cost of Quality, Enterprise Risk..., Business Strategy, Process Improvement, Agile Methodologies, SaaS, Talent Management, Test Automation, Process Automation, Product Development, Negotiation, Project Portfolio..., Software Quality..., CMMI, Root Cause Analysis, TCO reduction, Distributed Systems, Enterprise Software, Enterprise Architecture, Performance Metrics, Test Metrics, Software Design, User Interface Design, User Experience, Mobile Product..., Requirements Analysis, Contract Management, SDLC, Building Relationships
Education
University of Phoenix
BS
TruePosition February 2009 - September 2012
BMC Software (via aquisition of BladeLogic) January 2008 - December 2008
EMC February 2005 - January 2008
Oracle ( via aquisition of PeopleSoft) May 2004 - February 2005
Etrade Financial April 2003 - May 2004
Openwave May 1998 - October 2002
Skills
Program Management, Agile, SharePoint, Six Sigma, Outsourcing Management, Scrum, Change Leadership, Change Management, Metrics, Storage Area Networks, Oracle, Linux, Unix, Market Analysis, Business Intelligence, MS Office Suite, MS Project, VersionOne, PMP, CSM, Total Quality Management, Cost of Quality, Enterprise Risk..., Business Strategy, Process Improvement, Agile Methodologies, SaaS, Talent Management, Test Automation, Process Automation, Product Development, Negotiation, Project Portfolio..., Software Quality..., CMMI, Root Cause Analysis, TCO reduction, Distributed Systems, Enterprise Software, Enterprise Architecture, Performance Metrics, Test Metrics, Software Design, User Interface Design, User Experience, Mobile Product..., Requirements Analysis, Contract Management, SDLC, Building Relationships
Education
University of Phoenix
BS
Saify Ranapurwala Saify Ranapurwala's E*TRADE Financial Experience 2013 - Present
Job Sr Principal and Manager, Software Development
Industry Computer Software
Experience
E*TRADE Financial 2013 - Present
E*Trade Financial June 2007 - October 2013
E*TRADE Financial July 2001 - June 2007
Headstrong July 1999 - July 2001
Network Test Systems 1996 - 1999
Business India Information Technology Ltd 1995 - 1996
Skills
Team Leadership, SDLC, Enterprise Architecture, Software Project..., Web Services, SOA, Java, SQL, Requirements Analysis, REST, Web 2.0, C/C++, Tuxedo, Jive, Social Networking, Agile & Waterfall..., Linux, Java Enterprise Edition, Tomcat, SOAP, Unix, Web Applications, Software Development, Enterprise Software, PMP, Distributed Systems, Agile Methodologies, Spring, Hibernate, Maven, Perl, Scalability, Ant
Education
University of Mumbai 1995 — 1998
Master of Business Administration (MBA), KG Somaiya Institute of Management and Research
University of Mumbai 1990 — 1994
Bachelor of Science (BS), Electronics & Computer Engineering
Bandodkar College, Thane, Mumbai 1988 — 1990
High School, Science
New Lourdes English High School, Kalyan
E*TRADE Financial 2013 - Present
E*Trade Financial June 2007 - October 2013
E*TRADE Financial July 2001 - June 2007
Headstrong July 1999 - July 2001
Network Test Systems 1996 - 1999
Business India Information Technology Ltd 1995 - 1996
Skills
Team Leadership, SDLC, Enterprise Architecture, Software Project..., Web Services, SOA, Java, SQL, Requirements Analysis, REST, Web 2.0, C/C++, Tuxedo, Jive, Social Networking, Agile & Waterfall..., Linux, Java Enterprise Edition, Tomcat, SOAP, Unix, Web Applications, Software Development, Enterprise Software, PMP, Distributed Systems, Agile Methodologies, Spring, Hibernate, Maven, Perl, Scalability, Ant
Education
University of Mumbai 1995 — 1998
Master of Business Administration (MBA), KG Somaiya Institute of Management and Research
University of Mumbai 1990 — 1994
Bachelor of Science (BS), Electronics & Computer Engineering
Bandodkar College, Thane, Mumbai 1988 — 1990
High School, Science
New Lourdes English High School, Kalyan
Takiyah Watford's E*TRADE Financial Experience October 2006 - February 2008
Job Compliance Consultant at MetLife
Industry Financial Services
Experience
MetLife October 2014 - Present
SunTrust Bank August 2012 - October 2014
Nationwide Insurance November 2009 - August 2012
LPL Financial February 2008 - November 2009
E*TRADE Financial October 2006 - February 2008
E*TRADE Financial June 2006 - October 2006
E*TRADE Financial November 2005 - June 2006
Wachovia National Bank March 1998 - February 2005
Skills
Series 7, Series 63, Series 24, FLMI, Compliance, AML, Fraud, FINRA, Customer Service, Banking, Annuities, Equities, Microsoft Office
Education
University of Phoenix 2007 — 2009
MBA, Business Administration
University of North Carolina at Charlotte 1995 — 1997
Bachelor of Arts, Criminal Justice
MetLife October 2014 - Present
SunTrust Bank August 2012 - October 2014
Nationwide Insurance November 2009 - August 2012
LPL Financial February 2008 - November 2009
E*TRADE Financial October 2006 - February 2008
E*TRADE Financial June 2006 - October 2006
E*TRADE Financial November 2005 - June 2006
Wachovia National Bank March 1998 - February 2005
Skills
Series 7, Series 63, Series 24, FLMI, Compliance, AML, Fraud, FINRA, Customer Service, Banking, Annuities, Equities, Microsoft Office
Education
University of Phoenix 2007 — 2009
MBA, Business Administration
University of North Carolina at Charlotte 1995 — 1997
Bachelor of Arts, Criminal Justice
Brad Purser's E*TRADE Financial Experience 2006 - 2007
Job Financial Analyst at IBM
Industry Accounting
Experience
IBM October 2007 - Present
Etrade Financial 2006 - 2007
Skills
Series 7, Series 63, Certified IRA Service..., Fin, Investments, Bulgarian, Bulgaria, Excel, Forecasting, Microsoft Excel, Call Center, Retirement, Retirement Planning, Essbase, Brio Query, Brio Explorer, Hyperion Enterprise, Customer Service, Mutual Funds, Corporate Finance, Financial Analysis, Data Analysis, Finance, Financial Reporting, Financial Services, Banking, Analysis, Business Analysis, Equities, Financial Forecasting, Insurance, Budgets, Variance Analysis, Outsourcing, Consolidation, Hyperion Planning, Revenue Recognition, Trading, Portfolio Management
Education
University Of Phoenix 2004 — 2006
Bachelor, Finance
IBM October 2007 - Present
Etrade Financial 2006 - 2007
Skills
Series 7, Series 63, Certified IRA Service..., Fin, Investments, Bulgarian, Bulgaria, Excel, Forecasting, Microsoft Excel, Call Center, Retirement, Retirement Planning, Essbase, Brio Query, Brio Explorer, Hyperion Enterprise, Customer Service, Mutual Funds, Corporate Finance, Financial Analysis, Data Analysis, Finance, Financial Reporting, Financial Services, Banking, Analysis, Business Analysis, Equities, Financial Forecasting, Insurance, Budgets, Variance Analysis, Outsourcing, Consolidation, Hyperion Planning, Revenue Recognition, Trading, Portfolio Management
Education
University Of Phoenix 2004 — 2006
Bachelor, Finance
Mimi Tran, CPA's E*TRADE Financial Experience January 2006 - December 2006
Job Senior Business Analyst at Sage
Industry Computer Software
Experience
Sage June 2008 - Present
Fannie Mae January 2007 - June 2008
E*TRADE Financial January 2006 - December 2006
Reznick Group November 2004 - December 2005
Skills
Sarbanes-Oxley Act, Accounts Payable, Accounting, Fixed Assets, Internal Audit, Crystal Reports, Account Reconciliation, Business Analysis, External Audit, Leadership
Education
University of North Carolina at Greensboro
BS, Accounting
University of North Carolina at Greensboro
BS, International Business
Sage June 2008 - Present
Fannie Mae January 2007 - June 2008
E*TRADE Financial January 2006 - December 2006
Reznick Group November 2004 - December 2005
Skills
Sarbanes-Oxley Act, Accounts Payable, Accounting, Fixed Assets, Internal Audit, Crystal Reports, Account Reconciliation, Business Analysis, External Audit, Leadership
Education
University of North Carolina at Greensboro
BS, Accounting
University of North Carolina at Greensboro
BS, International Business
Bryan Jardine Bryan Jardine's E*TRADE Financial Experience December 2011 - June 2013
Job Vice President, U.S. Operations and Product Management at Easy Solutions Inc
Industry Financial Services
Experience
Easy Solutions Inc July 2015 - Present
Easy Solutions Inc December 2014 - Present
Easy Solutions Inc July 2013 - Present
E*TRADE Financial December 2011 - June 2013
E*TRADE Financial January 2011 - January 2012
E*TRADE Financial January 2008 - February 2011
E*TRADE Financial 2004 - 2008
E*TRADE Financial January 2001 - January 2004
United States Marine Corps January 2000 - January 2001
United States Marine Corps January 1997 - January 2000
Skills
Relocation, Fraud, FFIEC, Risk Assessment, Security, SDLC, Risk Management, Information Security, Leadership, Process Improvement, Financial Risk, Management, Cross-functional Team..., Training, Analytics, Financial Services, Visio, Quality Assurance, Banking
Education
University of Phoenix 2010 — 2014
Bachelor of Science in Information Technology with a concentration in Software Engineering, Computer Software Engineering
Military 1990 — 2004
Satellite Communications, Aviation Engineering
Easy Solutions Inc July 2015 - Present
Easy Solutions Inc December 2014 - Present
Easy Solutions Inc July 2013 - Present
E*TRADE Financial December 2011 - June 2013
E*TRADE Financial January 2011 - January 2012
E*TRADE Financial January 2008 - February 2011
E*TRADE Financial 2004 - 2008
E*TRADE Financial January 2001 - January 2004
United States Marine Corps January 2000 - January 2001
United States Marine Corps January 1997 - January 2000
Skills
Relocation, Fraud, FFIEC, Risk Assessment, Security, SDLC, Risk Management, Information Security, Leadership, Process Improvement, Financial Risk, Management, Cross-functional Team..., Training, Analytics, Financial Services, Visio, Quality Assurance, Banking
Education
University of Phoenix 2010 — 2014
Bachelor of Science in Information Technology with a concentration in Software Engineering, Computer Software Engineering
Military 1990 — 2004
Satellite Communications, Aviation Engineering
Armen Simonian Armen Simonian's E*TRADE Financial Experience June 2000 - October 2002
Job Global Data Compliance Manager at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP October 2013 - Present
Bloomberg April 2009 - September 2013
American Express June 2003 - October 2008
Etrade Financial June 2000 - October 2002
EDS, an HP Company October 1998 - June 2000
Skills
Management, Financial Services, Analytics, Strategic Partnerships, Financial Analysis, Leadership, Business Strategy, Business Development, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1994 — 1998
Bachelor of Science, Economics & Entrepreneurial Management
Bloomberg LP October 2013 - Present
Bloomberg April 2009 - September 2013
American Express June 2003 - October 2008
Etrade Financial June 2000 - October 2002
EDS, an HP Company October 1998 - June 2000
Skills
Management, Financial Services, Analytics, Strategic Partnerships, Financial Analysis, Leadership, Business Strategy, Business Development, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1994 — 1998
Bachelor of Science, Economics & Entrepreneurial Management
LD Hardy LD Hardy's E*TRADE Financial Experience March 2006 - August 2009
Job CEO at Staffordshire Lane Publishing
Industry Writing and Editing
Experience
Staffordshire Lane Publishing October 2011 - Present
Staffordshire Lane Publishing April 2011 - Present
Allstate January 2009 - April 2010
E*TRADE Financial March 2006 - August 2009
ETRADE Financial January 2006 - July 2008
Convergys Corporation January 2004 - November 2005
Liberty Co January 2003 - May 2004
Education
UNCC 1998 — 2002
BA, History
The University of North Carolina at
Bachelor of Arts, HISTORY
Staffordshire Lane Publishing October 2011 - Present
Staffordshire Lane Publishing April 2011 - Present
Allstate January 2009 - April 2010
E*TRADE Financial March 2006 - August 2009
ETRADE Financial January 2006 - July 2008
Convergys Corporation January 2004 - November 2005
Liberty Co January 2003 - May 2004
Education
UNCC 1998 — 2002
BA, History
The University of North Carolina at
Bachelor of Arts, HISTORY
Michael Wallace's E*TRADE Financial Experience June 2013 - Present
Job Manager, Corporate Information Security at E*TRADE Financial
Industry Information Technology and Services
Experience
E*TRADE Financial June 2013 - Present
G2 Services Group, LLC April 2013 - June 2013
BiggsB Enterprises Inc September 2012 - June 2013
Kaiser Permanente IT June 2012 - August 2012
Visa September 2011 - April 2012
Sutter Health April 2011 - October 2011
Spansion, LLP (Insight Global Contract) September 2008 - April 2009
Charles Schwab (Sapphire Technologies Contract) June 2008 - September 2008
ALZA Corporation (Johnson & Johnson company) December 2000 - January 2008
Applied Materials March 1999 - December 2000
Skills
Risk Assessment, PCI DSS, Sarbanes-Oxley Act, CISSP, Information Security, Business Continuity, Disaster Recovery, Security, CISA, HIPAA, Information Security..., GLBA, Vulnerability Management, ISO 27001, IT Audit, ITIL, SDLC, Governance, Computer Security, Risk Management, COBIT, Information Technology, Application Security, Security Audits, IT Management, Vendor Management, Security Awareness, Business Continuity..., Privacy Law, Security Management, Data Center, Vulnerability Assessment, Security Policy, VPN, CISM, Security Architecture..., Identity Management, Enterprise Risk..., NIST, Data Security, Penetration Testing, IT Risk Management, DLP, Quality Assurance, Incident Management, IT Operations, PMO, Software Documentation, Servers, SAS70
Education
Computer Training Academy 1997 — 1997
Certificate, Client/Server Technology
University of Phoenix 1995 — 1996
BSBA, Business
E*TRADE Financial June 2013 - Present
G2 Services Group, LLC April 2013 - June 2013
BiggsB Enterprises Inc September 2012 - June 2013
Kaiser Permanente IT June 2012 - August 2012
Visa September 2011 - April 2012
Sutter Health April 2011 - October 2011
Spansion, LLP (Insight Global Contract) September 2008 - April 2009
Charles Schwab (Sapphire Technologies Contract) June 2008 - September 2008
ALZA Corporation (Johnson & Johnson company) December 2000 - January 2008
Applied Materials March 1999 - December 2000
Skills
Risk Assessment, PCI DSS, Sarbanes-Oxley Act, CISSP, Information Security, Business Continuity, Disaster Recovery, Security, CISA, HIPAA, Information Security..., GLBA, Vulnerability Management, ISO 27001, IT Audit, ITIL, SDLC, Governance, Computer Security, Risk Management, COBIT, Information Technology, Application Security, Security Audits, IT Management, Vendor Management, Security Awareness, Business Continuity..., Privacy Law, Security Management, Data Center, Vulnerability Assessment, Security Policy, VPN, CISM, Security Architecture..., Identity Management, Enterprise Risk..., NIST, Data Security, Penetration Testing, IT Risk Management, DLP, Quality Assurance, Incident Management, IT Operations, PMO, Software Documentation, Servers, SAS70
Education
Computer Training Academy 1997 — 1997
Certificate, Client/Server Technology
University of Phoenix 1995 — 1996
BSBA, Business
Lucas Giordano Lucas Giordano's E*TRADE Financial Experience May 2004 - August 2006
Job Partner at Main Street Wealth Group
Industry Investment Management
Experience
Main Street Wealth Group January 2011 - Present
League to Save Lake Tahoe October 2012 - Present
LPL Financial November 2008 - Present
Giordano Wealth Management September 2006 - January 2011
Signator Investors, Inc. September 2006 - November 2008
E*Trade Financial May 2004 - August 2006
Hammer Capital Management, Inc October 2002 - May 2004
720 Capital, LLC June 2001 - October 2002
Skills
Investment Strategies, Investment Management, Financial Planning, Retirement Planning, Estate Planning, Tax Strategies, Life Planning, Portfolio Management, Investments, Retirement Plans, Retirement Income..., College Savings Plans, Retirement Solutions, Financial Management, Financial Advisory, Retirement, Cash Flow Management, Estate Tax Planning, Tax Reduction Strategies, Portfolio Optimization, Diversification, Portfolio Strategy, 401k, IRA's, IRA Rollovers, 401k Rollovers, Roth IRA
Education
Westmont College 1998 — 2001
Bachelors, Economics - Business
Westmont College 1998 — 2001
Bachelors, Philosophy
University of Nevada-Reno 1997 — 1998
Economics
South Tahoe High School 1993 — 1996
HS Diploma
Main Street Wealth Group January 2011 - Present
League to Save Lake Tahoe October 2012 - Present
LPL Financial November 2008 - Present
Giordano Wealth Management September 2006 - January 2011
Signator Investors, Inc. September 2006 - November 2008
E*Trade Financial May 2004 - August 2006
Hammer Capital Management, Inc October 2002 - May 2004
720 Capital, LLC June 2001 - October 2002
Skills
Investment Strategies, Investment Management, Financial Planning, Retirement Planning, Estate Planning, Tax Strategies, Life Planning, Portfolio Management, Investments, Retirement Plans, Retirement Income..., College Savings Plans, Retirement Solutions, Financial Management, Financial Advisory, Retirement, Cash Flow Management, Estate Tax Planning, Tax Reduction Strategies, Portfolio Optimization, Diversification, Portfolio Strategy, 401k, IRA's, IRA Rollovers, 401k Rollovers, Roth IRA
Education
Westmont College 1998 — 2001
Bachelors, Economics - Business
Westmont College 1998 — 2001
Bachelors, Philosophy
University of Nevada-Reno 1997 — 1998
Economics
South Tahoe High School 1993 — 1996
HS Diploma
Tiffany Yeoman's E*TRADE Financial Experience May 2000 - October 2002
Job Psychological Science Office Administrator at University of North Georgia
Industry Higher Education
Experience
University of North Georgia March 2014 - January 2015
University of North Georgia July 2008 - March 2014
North Georgia College & State University September 2005 - July 2008
Hidden Lake Academy July 2004 - July 2005
E*TRADE Financial May 2000 - October 2002
Financial Development Corporation June 1998 - May 2000
Skills
Microsoft Office, PowerPoint, Fundraising, Time Management, Customer Service, Public Speaking, Editing, Nonprofits, Research, Higher Education, Microsoft Excel, Strategic Planning, Staff Development, Telephone Skills, QuickBooks, Event Planning, Career Counseling, Leadership Development, Facebook, Social Media, Microsoft Word, Community Outreach, Leadership, Public Relations, Critical Thinking, Marketing, Outlook, Administration, Accounts Receivable, Teamwork, Event Management, Data Analysis, Non-profits, Budgets, Team Building, Payroll, Teaching, Training, Accounts Payable, Social Networking
Education
University of North Georgia 1994 — 1998
BBA, Finance
University of North Georgia March 2014 - January 2015
University of North Georgia July 2008 - March 2014
North Georgia College & State University September 2005 - July 2008
Hidden Lake Academy July 2004 - July 2005
E*TRADE Financial May 2000 - October 2002
Financial Development Corporation June 1998 - May 2000
Skills
Microsoft Office, PowerPoint, Fundraising, Time Management, Customer Service, Public Speaking, Editing, Nonprofits, Research, Higher Education, Microsoft Excel, Strategic Planning, Staff Development, Telephone Skills, QuickBooks, Event Planning, Career Counseling, Leadership Development, Facebook, Social Media, Microsoft Word, Community Outreach, Leadership, Public Relations, Critical Thinking, Marketing, Outlook, Administration, Accounts Receivable, Teamwork, Event Management, Data Analysis, Non-profits, Budgets, Team Building, Payroll, Teaching, Training, Accounts Payable, Social Networking
Education
University of North Georgia 1994 — 1998
BBA, Finance
Pooja Jadhav's E*TRADE Financial Experience September 2010 - August 2011
Job Senior Software Engineer at eBay
Industry Computer Software
Experience
eBay August 2011 - Present
Etrade Financial September 2010 - August 2011
eBay June 2008 - August 2010
Accenture April 2008 - August 2010
BMJ Publishing Group September 2006 - July 2007
University of Southampton June 2006 - September 2006
Infosys October 2003 - May 2005
Education
University of Southampton 2005 — 2006
Masters, Software Engineering
University of Mumbai 1999 — 2003
Bachelors, Computer Engineering
eBay August 2011 - Present
Etrade Financial September 2010 - August 2011
eBay June 2008 - August 2010
Accenture April 2008 - August 2010
BMJ Publishing Group September 2006 - July 2007
University of Southampton June 2006 - September 2006
Infosys October 2003 - May 2005
Education
University of Southampton 2005 — 2006
Masters, Software Engineering
University of Mumbai 1999 — 2003
Bachelors, Computer Engineering
Cynthia Cohen Cynthia Cohen's E*TRADE Financial Experience 2008 - 2009
Job Senior Investment Specialist, US Fixed Income at AXA Investment Managers
Industry Investment Management
Experience
AXA Investment Managers March 2015 - Present
AXA Investment Managers January 2012 - March 2015
Bridgewater Associates March 2010 - June 2011
E*TRADE Financial 2008 - 2009
Ameriprise Financial 2006 - 2007
Skills
Equities, Asset Allocation, Hedge Funds, Client Services, Marketing, Asset Management, Portfolio Management, Mutual Funds
Education
University of North Carolina at Chapel Hill 2002 — 2006
B.A., Communications
Phillips Academy Andover
High School
University of Southern California
AXA Investment Managers March 2015 - Present
AXA Investment Managers January 2012 - March 2015
Bridgewater Associates March 2010 - June 2011
E*TRADE Financial 2008 - 2009
Ameriprise Financial 2006 - 2007
Skills
Equities, Asset Allocation, Hedge Funds, Client Services, Marketing, Asset Management, Portfolio Management, Mutual Funds
Education
University of North Carolina at Chapel Hill 2002 — 2006
B.A., Communications
Phillips Academy Andover
High School
University of Southern California
Kim Colombi Kim Colombi's E*TRADE Financial Experience November 2005 - May 2006
Job Founder and Principal at Kim Colombi Consulting
Industry Financial Services
Experience
Kim Colombi Consulting May 2006 - Present
American Student Assistance May 2012 - December 2013
Susquehanna International Group (SIG) March 2007 - February 2009
JPMorgan February 2008 - March 2008
NYFIX October 2007 - January 2008
E*TRADE Financial November 2005 - May 2006
JPMorgan; BrownCo July 2004 - November 2005
JPMorgan Invest, Inc. 2002 - 2004
MFS Investment Management October 2000 - December 2001
Fidelity Investments 1992 - 2000
Skills
Segmentation, Marketing Communications, Competitive Analysis, Positioning, Multimedia, Financial Services, Marketing Strategy, Integrated Marketing, Marketing, Market Research, Creative Strategy, Strategy, Management, Leadership, Strategic Planning, Advertising, Business Development
Education
University of Massachusetts, Amherst
BS, Marketing and Economics
Kim Colombi Consulting May 2006 - Present
American Student Assistance May 2012 - December 2013
Susquehanna International Group (SIG) March 2007 - February 2009
JPMorgan February 2008 - March 2008
NYFIX October 2007 - January 2008
E*TRADE Financial November 2005 - May 2006
JPMorgan; BrownCo July 2004 - November 2005
JPMorgan Invest, Inc. 2002 - 2004
MFS Investment Management October 2000 - December 2001
Fidelity Investments 1992 - 2000
Skills
Segmentation, Marketing Communications, Competitive Analysis, Positioning, Multimedia, Financial Services, Marketing Strategy, Integrated Marketing, Marketing, Market Research, Creative Strategy, Strategy, Management, Leadership, Strategic Planning, Advertising, Business Development
Education
University of Massachusetts, Amherst
BS, Marketing and Economics
Joseph Bayse Joseph Bayse's E*TRADE Financial Experience November 1998 - June 2008
Job Financial Advisor at SunTrust Investment Services, Inc
Industry Financial Services
Experience
SunTrust Investment Services, Inc April 2011 - Present
5/3 Bank November 2009 - April 2011
Bank of America July 2008 - March 2009
E*TRADE Financial November 1998 - June 2008
DLJdirect 1998 - 2002
R.M. Stark January 1998 - November 1998
MetLife Financial Services May 1997 - January 1998
Education
University of North Carolina at Asheville 1993 — 1997
Bachelor of Arts (B.A.), Economics
SunTrust Investment Services, Inc April 2011 - Present
5/3 Bank November 2009 - April 2011
Bank of America July 2008 - March 2009
E*TRADE Financial November 1998 - June 2008
DLJdirect 1998 - 2002
R.M. Stark January 1998 - November 1998
MetLife Financial Services May 1997 - January 1998
Education
University of North Carolina at Asheville 1993 — 1997
Bachelor of Arts (B.A.), Economics
Thomas Reid Thomas Reid's E*TRADE Financial Experience 2003 - 2005
Job Attorney/Partner Happe Reid, PC
Industry Law Practice
Experience
Happe Reid, PC June 2011 - Present
MTI Community College January 2011 - Present
The Burton Law Firm August 2008 - June 2011
The Law Office of Thomas D. Reid January 2006 - August 2008
State Street Bank 2005 - 2006
E*Trade Financial 2003 - 2005
Skills
Estate Planning, Litigation, Mediation, Real Estate, Estate Tax Planning, Legal Writing, Legal Research, Real Estate Transactions, Residential Homes, Conflict Resolution
Education
University of the Pacific - McGeorge School of Law 1999 — 2002
J.D.
University of Nevada-Reno 1993 — 1998
Happe Reid, PC June 2011 - Present
MTI Community College January 2011 - Present
The Burton Law Firm August 2008 - June 2011
The Law Office of Thomas D. Reid January 2006 - August 2008
State Street Bank 2005 - 2006
E*Trade Financial 2003 - 2005
Skills
Estate Planning, Litigation, Mediation, Real Estate, Estate Tax Planning, Legal Writing, Legal Research, Real Estate Transactions, Residential Homes, Conflict Resolution
Education
University of the Pacific - McGeorge School of Law 1999 — 2002
J.D.
University of Nevada-Reno 1993 — 1998
Katherine Biddle's E*TRADE Financial Experience April 2013 - February 2015
Job Director Digital Marketing at Prudential Financial
Industry Marketing and Advertising
Experience
Prudential Financial April 2015 - Present
E*TRADE Financial Corporation February 2015 - April 2015
E*TRADE Financial April 2013 - February 2015
E*TRADE Financial October 2009 - April 2013
E*TRADE Financial September 2007 - October 2009
Ocean Reef Club February 2004 - September 2007
Education
University of Maryland College Park 1999 — 2003
BA, Government & Politics
Prudential Financial April 2015 - Present
E*TRADE Financial Corporation February 2015 - April 2015
E*TRADE Financial April 2013 - February 2015
E*TRADE Financial October 2009 - April 2013
E*TRADE Financial September 2007 - October 2009
Ocean Reef Club February 2004 - September 2007
Education
University of Maryland College Park 1999 — 2003
BA, Government & Politics
Jerry Dark Jerry Dark's E*TRADE Financial Experience 1998 - 2000
Job CHRO at KCG Holdings, Inc.
Industry Financial Services
Experience
KCG Holdings, Inc. July 2013 - Present
GETCO LLC November 2011 - July 2013
Cisco May 2011 - November 2011
Cisco 2008 - November 2011
Microsoft 2005 - 2008
Quellos Group, LLC 2001 - 2005
E*TRADE Financial 1998 - 2000
Coopers & Lybrand Consulting 1995 - 1998
Georgia Institute of Technology 1991 - 1995
Skills
HR Transformation, Organizational..., Mergers, Vendor Management, Recruiting, Workforce Planning, Leadership Development, Process Improvement, Executive Coaching, Strategic Planning, Deferred Compensation, Mergers & Acquisitions, Management, Personnel Management, Leadership, Management Consulting, Employee Engagement, Sourcing, Change Management, New Business Development, Coaching, HR Policies, Executive Management, Executive Search, Start-ups, Technical Recruiting, Training, Talent Acquisition, Strategy, Human Resources, Performance Management, Talent Management
Education
University of Missouri-Kansas City 1976 — 1980
MBA, Finance
University of Missouri-Kansas City 1973 — 1974
Bachelor's Degree, Business Administration and Management, General
KCG Holdings, Inc. July 2013 - Present
GETCO LLC November 2011 - July 2013
Cisco May 2011 - November 2011
Cisco 2008 - November 2011
Microsoft 2005 - 2008
Quellos Group, LLC 2001 - 2005
E*TRADE Financial 1998 - 2000
Coopers & Lybrand Consulting 1995 - 1998
Georgia Institute of Technology 1991 - 1995
Skills
HR Transformation, Organizational..., Mergers, Vendor Management, Recruiting, Workforce Planning, Leadership Development, Process Improvement, Executive Coaching, Strategic Planning, Deferred Compensation, Mergers & Acquisitions, Management, Personnel Management, Leadership, Management Consulting, Employee Engagement, Sourcing, Change Management, New Business Development, Coaching, HR Policies, Executive Management, Executive Search, Start-ups, Technical Recruiting, Training, Talent Acquisition, Strategy, Human Resources, Performance Management, Talent Management
Education
University of Missouri-Kansas City 1976 — 1980
MBA, Finance
University of Missouri-Kansas City 1973 — 1974
Bachelor's Degree, Business Administration and Management, General
Jean Frost's E*TRADE Financial Experience January 1999 - April 2003
Job Training Consultant at IGL, LLC
Industry Real Estate
Experience
IGL, LLC January 2011 - Present
Metro Brokers/GMAC Real Estate December 2004 - December 2010
Coldwell Banker Commercial Metro Brokers December 2004 - December 2010
Better Homes and Gardens Real Estate Metro Brokers December 2004 - December 2010
Mass Mutual Financial Group April 2003 - April 2004
Etrade Financial January 1999 - April 2003
Mitchell International March 1988 - February 1998
Skills
Brokerage, Commercial Real Estate, Property Management, Sellers, Real Estate, Sales, First Time Home Buyers, Business Brokerage, Foreclosures, Leadership, Training, Selling, Resellers, Retail, Real Estate Transactions, Investments, Real Property, Relocation, Contract Negotiation, Rentals, Buyer Representation, New Homes, Vacation Homes, Single Family Homes, Buyers, Customer Service, Short Sales, Property, Referrals, Seller Representation, REO, Move Up Buyers, HUD, Townhomes, Residential Homes, e-PRO, New Home Sales, Luxury, Relocation Buyers, SFR, Investment Properties, Income Properties, Listings, ABR, National Association of..., Marketing, Condos, Leases, Negotiation, Investors
Education
Memphis Prep High School
University of Mississippi
IGL, LLC January 2011 - Present
Metro Brokers/GMAC Real Estate December 2004 - December 2010
Coldwell Banker Commercial Metro Brokers December 2004 - December 2010
Better Homes and Gardens Real Estate Metro Brokers December 2004 - December 2010
Mass Mutual Financial Group April 2003 - April 2004
Etrade Financial January 1999 - April 2003
Mitchell International March 1988 - February 1998
Skills
Brokerage, Commercial Real Estate, Property Management, Sellers, Real Estate, Sales, First Time Home Buyers, Business Brokerage, Foreclosures, Leadership, Training, Selling, Resellers, Retail, Real Estate Transactions, Investments, Real Property, Relocation, Contract Negotiation, Rentals, Buyer Representation, New Homes, Vacation Homes, Single Family Homes, Buyers, Customer Service, Short Sales, Property, Referrals, Seller Representation, REO, Move Up Buyers, HUD, Townhomes, Residential Homes, e-PRO, New Home Sales, Luxury, Relocation Buyers, SFR, Investment Properties, Income Properties, Listings, ABR, National Association of..., Marketing, Condos, Leases, Negotiation, Investors
Education
Memphis Prep High School
University of Mississippi
Jud Violette Jud Violette's E*TRADE Financial Experience March 2006 - June 2008
Job Assistant Vice President | Advisory Compliance at LPL Financial
Industry Financial Services
Experience
LPL Financial April 2015 - Present
LPL Financial February 2014 - April 2015
LPL Financial February 2013 - February 2014
LPL Financial November 2010 - February 2013
Aon Hewitt August 2009 - November 2010
Wells Fargo Advisors October 2008 - August 2009
Wachovia Securities August 2008 - October 2008
E*TRADE Financial March 2006 - June 2008
State Employees' Credit Union June 2004 - March 2006
Skills
FINRA Series 24, FINRA Series 53, FINRA Series 66, FINRA Series 7, FINRA Series 63, Series 7, Series 63, Series 24, FINRA, Mutual Funds, Fixed Income, Financial Services, Investment Banking, Training, Financial Advisory, Wealth Management, Series 6, Portfolio Management, Equities, Trading, Asset Allocation, Finance, Investments, Securities, Retirement Planning, Retirement, Uniform Combined State..., 401k, Loans, Options, Alternative Investments, Strategic Financial..., Fixed Annuities, Investment Advisory, Relationship Management, Bloomberg
Education
University of North Carolina at Chapel Hill 1998 — 2002
BA in Communications
LPL Financial April 2015 - Present
LPL Financial February 2014 - April 2015
LPL Financial February 2013 - February 2014
LPL Financial November 2010 - February 2013
Aon Hewitt August 2009 - November 2010
Wells Fargo Advisors October 2008 - August 2009
Wachovia Securities August 2008 - October 2008
E*TRADE Financial March 2006 - June 2008
State Employees' Credit Union June 2004 - March 2006
Skills
FINRA Series 24, FINRA Series 53, FINRA Series 66, FINRA Series 7, FINRA Series 63, Series 7, Series 63, Series 24, FINRA, Mutual Funds, Fixed Income, Financial Services, Investment Banking, Training, Financial Advisory, Wealth Management, Series 6, Portfolio Management, Equities, Trading, Asset Allocation, Finance, Investments, Securities, Retirement Planning, Retirement, Uniform Combined State..., 401k, Loans, Options, Alternative Investments, Strategic Financial..., Fixed Annuities, Investment Advisory, Relationship Management, Bloomberg
Education
University of North Carolina at Chapel Hill 1998 — 2002
BA in Communications
Joaquin Roose's E*TRADE Financial Experience December 2010 - March 2011
Job Assistant Vice President, Strategic Analysis at HSBC
Industry Banking
Experience
HSBC August 2013 - Present
HSBC Bank February 2011 - August 2013
E*Trade Financial December 2010 - March 2011
E*Trade Financial February 2008 - December 2010
E*Trade Financial December 2006 - December 2007
Skills
Risk Mitigation, Fraud Investigations, BSA, Compliance, Banking, Fraud, USA PATRIOT Act, AML, Risk, Policy, Consumer Lending, Fraud Prevention, Bank Secrecy Act, OFAC, Risk Management, Internal Audit, FINRA, SOX, Credit, Risk Assessment, Operational Risk, Due Diligence, Operational Risk..., Mortgage, Risk Analysis, Audit, Compliance Audits, Loans, Capital Markets, Financial Analysis, Underwriting, Series 7, Auditing, Securities, Investments, Certified Fraud Examiner, Credit Analysis, Payments, Asset Management, KYC
Education
University of Maryland University College 2008 — 2010
Master of Business Administration, International Finance
University of Maryland College Park 1996 — 2001
Bachelor of Arts, English
HSBC August 2013 - Present
HSBC Bank February 2011 - August 2013
E*Trade Financial December 2010 - March 2011
E*Trade Financial February 2008 - December 2010
E*Trade Financial December 2006 - December 2007
Skills
Risk Mitigation, Fraud Investigations, BSA, Compliance, Banking, Fraud, USA PATRIOT Act, AML, Risk, Policy, Consumer Lending, Fraud Prevention, Bank Secrecy Act, OFAC, Risk Management, Internal Audit, FINRA, SOX, Credit, Risk Assessment, Operational Risk, Due Diligence, Operational Risk..., Mortgage, Risk Analysis, Audit, Compliance Audits, Loans, Capital Markets, Financial Analysis, Underwriting, Series 7, Auditing, Securities, Investments, Certified Fraud Examiner, Credit Analysis, Payments, Asset Management, KYC
Education
University of Maryland University College 2008 — 2010
Master of Business Administration, International Finance
University of Maryland College Park 1996 — 2001
Bachelor of Arts, English
Justin Ward Justin Ward's E*TRADE Financial Experience June 2000 - July 2005
Job Regional Sales Manager at SemaSys
Industry Retail
Experience
SemaSys August 2014 - Present
Madix, Inc. January 2011 - July 2014
McCue Corporation March 2005 - April 2010
Etrade Financial June 2000 - July 2005
Skills
Negotiation, Manufacturing, Merchandising, Sales Management, Business Development, Sales, Account Management, B2B, Contract Negotiation, Forecasting, Key Account Management, New Business Development, Product Development, Retail, Sales Operations, Team Building, Direct Sales, Selling, Leadership
Education
University of Massachusetts at Lowell 1994 — 1999
Bachelor of Business Administration (B.B.A.), Marketing & Management
SemaSys August 2014 - Present
Madix, Inc. January 2011 - July 2014
McCue Corporation March 2005 - April 2010
Etrade Financial June 2000 - July 2005
Skills
Negotiation, Manufacturing, Merchandising, Sales Management, Business Development, Sales, Account Management, B2B, Contract Negotiation, Forecasting, Key Account Management, New Business Development, Product Development, Retail, Sales Operations, Team Building, Direct Sales, Selling, Leadership
Education
University of Massachusetts at Lowell 1994 — 1999
Bachelor of Business Administration (B.B.A.), Marketing & Management
Orren Prunty Orren Prunty's E*TRADE Financial Experience November 2007 - February 2010
Job Origination Analyst at B2R Finance
Industry Real Estate
Experience
B2R Finance July 2014 - Present
HavenBrook Homes February 2014 - June 2014
Invesco June 2013 - September 2013
Carter December 2012 - January 2013
Carter May 2012 - August 2012
Capgemini Consulting February 2010 - March 2011
E*TRADE Financial November 2007 - February 2010
Skills
Investment Banking, Financial Modeling, Financial Analysis, Microsoft Office, Excel, Argus, Microsoft Excel, Mergers & Acquisitions, Market Research, Finance, Portfolio Management, Equities, Due Diligence, Investments, Real Estate Development, Budgets, Financial Services, Asset Management, Valuation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
MBA, Finance and Real Estate
University of Virginia 2001 — 2005
BA, Economics
B2R Finance July 2014 - Present
HavenBrook Homes February 2014 - June 2014
Invesco June 2013 - September 2013
Carter December 2012 - January 2013
Carter May 2012 - August 2012
Capgemini Consulting February 2010 - March 2011
E*TRADE Financial November 2007 - February 2010
Skills
Investment Banking, Financial Modeling, Financial Analysis, Microsoft Office, Excel, Argus, Microsoft Excel, Mergers & Acquisitions, Market Research, Finance, Portfolio Management, Equities, Due Diligence, Investments, Real Estate Development, Budgets, Financial Services, Asset Management, Valuation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
MBA, Finance and Real Estate
University of Virginia 2001 — 2005
BA, Economics
Anthony LanFranca Anthony LanFranca's E*TRADE Financial Experience January 1999 - January 2004
Job Vice President Equity Capital Markets Raymond James and Associates, Inc.
Industry Financial Services
Experience
Raymond James & Associates, Inc 2005 - Present
Tradebot Systems January 2004 - January 2005
E*TRADE Financial January 1999 - January 2004
Skills
Trading, Series 7, Equities, Equity Capital Markets, Hedge Funds, Investments, Securities, Series 63, Fixed Income
Education
University of Missouri-Columbia, College of Business 1991 — 1995
Finance
Raymond James & Associates, Inc 2005 - Present
Tradebot Systems January 2004 - January 2005
E*TRADE Financial January 1999 - January 2004
Skills
Trading, Series 7, Equities, Equity Capital Markets, Hedge Funds, Investments, Securities, Series 63, Fixed Income
Education
University of Missouri-Columbia, College of Business 1991 — 1995
Finance
Emma Burton Emma Burton's E*TRADE Financial Experience January 2009 - December 2009
Job Technology Project Manager
Industry Investment Banking
Experience
Barclays Investment Bank July 2014 - Present
Barclays Investment Bank December 2012 - July 2014
Barclays Capital January 2011 - December 2012
Barclays Capital December 2009 - December 2010
E*TRADE Financial January 2009 - December 2009
Egg July 2006 - January 2009
Skills
Derivatives, Financial Risk, Fixed Income, Emerging Markets, Collateral Management, Rates, Investment Banking, Interest Rate..., Credit Derivatives, Swaps, Financial Services, Prime Brokerage, Banking, Operational Risk
Education
University of Nottingham 2006 — 2007
MA, Politics and Contemporary History
University of Nottingham 2002 — 2005
BA, History with Chinese Studies
Barclays Investment Bank July 2014 - Present
Barclays Investment Bank December 2012 - July 2014
Barclays Capital January 2011 - December 2012
Barclays Capital December 2009 - December 2010
E*TRADE Financial January 2009 - December 2009
Egg July 2006 - January 2009
Skills
Derivatives, Financial Risk, Fixed Income, Emerging Markets, Collateral Management, Rates, Investment Banking, Interest Rate..., Credit Derivatives, Swaps, Financial Services, Prime Brokerage, Banking, Operational Risk
Education
University of Nottingham 2006 — 2007
MA, Politics and Contemporary History
University of Nottingham 2002 — 2005
BA, History with Chinese Studies
Matt Redford, MBA Matt Redford, MBA's E*TRADE Financial Experience May 2010 - June 2014
Job Senior Product Manager at LexisNexis
Industry Financial Services
Experience
LexisNexis June 2014 - Present
E*TRADE Financial May 2010 - June 2014
E*TRADE Financial January 2007 - August 2010
E*TRADE Financial May 2006 - January 2007
Harrisdirect LLC November 2003 - May 2006
Bisys Insurance Services October 2001 - November 2003
American Express Financial Advisors April 2000 - August 2001
Skills
Call Center, Process Improvement, Product Management, Telecommunications, Management, Customer Experience, Customer Service, Workforce Management, Financial Services, Business Analysis, Risk Management, Relationship Management, Cross-functional Team..., Salesforce.com, Training, Project Management, Call Centers, Business Process, CRM, Sales, Strategic Planning, Leadership, Analytics, Software Documentation, Analysis, Vendor Management, Portfolio Management
Education
University of Phoenix 2008 — 2009
Masters, Business Administration
University of Phoenix 2004 — 2008
Bachelors, Finance
LexisNexis June 2014 - Present
E*TRADE Financial May 2010 - June 2014
E*TRADE Financial January 2007 - August 2010
E*TRADE Financial May 2006 - January 2007
Harrisdirect LLC November 2003 - May 2006
Bisys Insurance Services October 2001 - November 2003
American Express Financial Advisors April 2000 - August 2001
Skills
Call Center, Process Improvement, Product Management, Telecommunications, Management, Customer Experience, Customer Service, Workforce Management, Financial Services, Business Analysis, Risk Management, Relationship Management, Cross-functional Team..., Salesforce.com, Training, Project Management, Call Centers, Business Process, CRM, Sales, Strategic Planning, Leadership, Analytics, Software Documentation, Analysis, Vendor Management, Portfolio Management
Education
University of Phoenix 2008 — 2009
Masters, Business Administration
University of Phoenix 2004 — 2008
Bachelors, Finance
Cristine Bada's E*TRADE Financial Experience June 2013 - Present
Job Supervisor of Deposit Operations at E*Trade Financial
Industry Financial Services
Experience
E*TRADE Financial June 2013 - Present
E*TRADE Financial November 2010 - June 2013
Van Kampen Investments October 2003 - September 2011
Morgan Stanley Investment Management October 2000 - August 2010
Morgan Stanley 2003 - 2010
Skills
Mutual Funds, Financial Services, Back Office
Education
University of Phoenix 2007 — 2009
B.S.S., Business Management
William Paterson University of New Jersey 1997 — 1999
E*TRADE Financial June 2013 - Present
E*TRADE Financial November 2010 - June 2013
Van Kampen Investments October 2003 - September 2011
Morgan Stanley Investment Management October 2000 - August 2010
Morgan Stanley 2003 - 2010
Skills
Mutual Funds, Financial Services, Back Office
Education
University of Phoenix 2007 — 2009
B.S.S., Business Management
William Paterson University of New Jersey 1997 — 1999
Brian Coote Brian Coote's E*TRADE Financial Experience October 2007 - November 2010
Job Internal Wholesaler at MetLife
Industry Financial Services
Experience
MetLife July 2013 - Present
Financial Advisor December 2011 - July 2013
TD Ameritrade December 2010 - November 2011
E*TRADE Financial October 2007 - November 2010
Skills
Trading, Bonds, Investments, Series 7, Portfolio Management, Structured Products, Fixed Income, Investment Strategies, Mutual Funds, Options, Management, Sales, Securities, Account Management, Business Analysis, Financial Services, Series 63
Education
University of North Carolina at Charlotte - Belk College of Business 1996 — 2000
B.S.B.A, Finance
MetLife July 2013 - Present
Financial Advisor December 2011 - July 2013
TD Ameritrade December 2010 - November 2011
E*TRADE Financial October 2007 - November 2010
Skills
Trading, Bonds, Investments, Series 7, Portfolio Management, Structured Products, Fixed Income, Investment Strategies, Mutual Funds, Options, Management, Sales, Securities, Account Management, Business Analysis, Financial Services, Series 63
Education
University of North Carolina at Charlotte - Belk College of Business 1996 — 2000
B.S.B.A, Finance
Michelle Padidar, PMP, Certified Scrum Master Michelle Padidar, PMP, Certified Scrum Master's E*TRADE Financial Experience October 2007 - 2009
Job Senior Program Manager at Comcast (Media & Technology)
Industry Computer Software
Experience
Comcast 2010 - Present
E*TRADE Financial October 2007 - 2009
Kaspick & Company 2005 - 2007
Oracle Corporation 2003 - 2005
Callidus Software 1998 - 2000
NASA Ames Research Center 1986 - 1995
Skills
Product Management, PMP, Integration, Project Management, Business Process..., Strategic Planning, Resource Management, Web Application Design, Accounting System, Agile Methodologies, SDLC, Software Project..., Risk Management, Scrum Master, DevOps, Scrum, IT Management, Business Process, ERP, Software Development, Certified Scrum Master..., Program Management, Process Improvement, MS Project, Vendor Management, Leadership, Testing, Management, Visio, Enterprise Software, Analysis, CRM, SaaS, Strategy, IT Strategy, Cross-functional Team..., Telecommunications, Software Documentation, Analytics, Start-ups, Outsourcing, Agile Project Management, Project Portfolio..., User Acceptance Testing, Salesforce.com, Quality Assurance, PMO, Team Management, Business Intelligence
Education
University of Missouri-Rolla
B.S.
University of Missouri-Rolla
Computer Sciences
Comcast 2010 - Present
E*TRADE Financial October 2007 - 2009
Kaspick & Company 2005 - 2007
Oracle Corporation 2003 - 2005
Callidus Software 1998 - 2000
NASA Ames Research Center 1986 - 1995
Skills
Product Management, PMP, Integration, Project Management, Business Process..., Strategic Planning, Resource Management, Web Application Design, Accounting System, Agile Methodologies, SDLC, Software Project..., Risk Management, Scrum Master, DevOps, Scrum, IT Management, Business Process, ERP, Software Development, Certified Scrum Master..., Program Management, Process Improvement, MS Project, Vendor Management, Leadership, Testing, Management, Visio, Enterprise Software, Analysis, CRM, SaaS, Strategy, IT Strategy, Cross-functional Team..., Telecommunications, Software Documentation, Analytics, Start-ups, Outsourcing, Agile Project Management, Project Portfolio..., User Acceptance Testing, Salesforce.com, Quality Assurance, PMO, Team Management, Business Intelligence
Education
University of Missouri-Rolla
B.S.
University of Missouri-Rolla
Computer Sciences
Stephanie Glashow Stephanie Glashow's E*TRADE Financial Experience January 2010 - Present
Job Vice President, Marketing at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial January 2010 - Present
E*TRADE Financial July 2009 - January 2010
E*TRADE Financial September 2006 - July 2009
E*TRADE Financial March 2004 - September 2006
Charles Schwab 1997 - 2003
Jossey-Bass Publishers 1995 - 1997
Skills
Financial Services, Customer Acquisition, Vendor Management, Direct Marketing, Integrated Marketing, Customer Experience, Customer Retention, Direct Mail Programs, Management, Analytics, Database Marketing, Product Management, CRM, Multi-channel Marketing, Competitive Analysis, Securities, Marketing
Education
University of Michigan 1988 — 1992
BA
l'Universite d'Aix-Marseille III 1990 — 1991
E*TRADE Financial January 2010 - Present
E*TRADE Financial July 2009 - January 2010
E*TRADE Financial September 2006 - July 2009
E*TRADE Financial March 2004 - September 2006
Charles Schwab 1997 - 2003
Jossey-Bass Publishers 1995 - 1997
Skills
Financial Services, Customer Acquisition, Vendor Management, Direct Marketing, Integrated Marketing, Customer Experience, Customer Retention, Direct Mail Programs, Management, Analytics, Database Marketing, Product Management, CRM, Multi-channel Marketing, Competitive Analysis, Securities, Marketing
Education
University of Michigan 1988 — 1992
BA
l'Universite d'Aix-Marseille III 1990 — 1991
Tonya Nicholls, PHR Tonya Nicholls, PHR's E*TRADE Financial Experience September 2004 - February 2005
Job Human Resources Manager at JustEnough Software Corporation
Industry Human Resources
Experience
JustEnough Software Corporation August 2013 - Present
Kronos May 2011 - June 2013
PDSI, Principal Decision Systems International December 2009 - May 2011
US CAD March 2008 - September 2009
The Certus Company/K2 Information Services, Inc. March 2005 - February 2008
Etrade Financial September 2004 - February 2005
Skin & Laser Surgery Center September 2003 - March 2004
Bowers & Associates February 2003 - August 2003
Newgen Enterprise December 2001 - January 2003
Skills
Employee Benefits, Succession Planning, HRIS, HR Policies, Job Evaluation, Employee Recognition, Employee Relations, SPHR, System Administration, 401k, Program Management, Performance Management, Applicant Tracking..., Deferred Compensation, Temporary Placement, Human Resources, FMLA, New Hire Orientations, Talent Management, Compliance, Background Checks, Recruiting, Exit Interviews, Labor Relations, Benefits Administration, Talent Acquisition, Job Descriptions, Interviews, Employment Law, Workers Compensation, Organizational..., Software Documentation, Management, Payroll, Policy, Compensation & Benefit, Benefits Negotiation, Employee Handbooks, Legal Compliance, California Labor Law, Employee Training, Hiring, Performance Appraisal, Training, Screening, Onboarding, College Recruiting, Personnel Management, Screening Resumes, COBRA
Education
University of Maryland College Park 1996 — 2000
Bachelor of Applied Science (BASc), Behavioral Sciences
JustEnough Software Corporation August 2013 - Present
Kronos May 2011 - June 2013
PDSI, Principal Decision Systems International December 2009 - May 2011
US CAD March 2008 - September 2009
The Certus Company/K2 Information Services, Inc. March 2005 - February 2008
Etrade Financial September 2004 - February 2005
Skin & Laser Surgery Center September 2003 - March 2004
Bowers & Associates February 2003 - August 2003
Newgen Enterprise December 2001 - January 2003
Skills
Employee Benefits, Succession Planning, HRIS, HR Policies, Job Evaluation, Employee Recognition, Employee Relations, SPHR, System Administration, 401k, Program Management, Performance Management, Applicant Tracking..., Deferred Compensation, Temporary Placement, Human Resources, FMLA, New Hire Orientations, Talent Management, Compliance, Background Checks, Recruiting, Exit Interviews, Labor Relations, Benefits Administration, Talent Acquisition, Job Descriptions, Interviews, Employment Law, Workers Compensation, Organizational..., Software Documentation, Management, Payroll, Policy, Compensation & Benefit, Benefits Negotiation, Employee Handbooks, Legal Compliance, California Labor Law, Employee Training, Hiring, Performance Appraisal, Training, Screening, Onboarding, College Recruiting, Personnel Management, Screening Resumes, COBRA
Education
University of Maryland College Park 1996 — 2000
Bachelor of Applied Science (BASc), Behavioral Sciences
Diane Steinke Diane Steinke's E*TRADE Financial Experience August 2004 - January 2006
Job Educational Outreach Coordinator
Industry Writing and Editing
Experience
3Play Media August 2014 - Present
Arts Incorporated July 2012 - Present
Lincoln Literacy Council 2011 - 2014
Kenexa January 2006 - May 2007
E*TRADE Financial August 2004 - January 2006
Skills
Editing, Writing, Technical Writing, Training, English Language..., ELL, Adult Literacy, Tutoring, Public Speaking, Project Management, Applicant Tracking..., Talent Management, Performance Management, Succession Planning, Onboarding, Series 7, American Literature, British Literature
Education
University of Nebraska-Lincoln 1998 — 2003
BA, English
3Play Media August 2014 - Present
Arts Incorporated July 2012 - Present
Lincoln Literacy Council 2011 - 2014
Kenexa January 2006 - May 2007
E*TRADE Financial August 2004 - January 2006
Skills
Editing, Writing, Technical Writing, Training, English Language..., ELL, Adult Literacy, Tutoring, Public Speaking, Project Management, Applicant Tracking..., Talent Management, Performance Management, Succession Planning, Onboarding, Series 7, American Literature, British Literature
Education
University of Nebraska-Lincoln 1998 — 2003
BA, English
Scott Hultsman Scott Hultsman's E*TRADE Financial Experience May 1999 - January 2001
Job Risk Principal at M Holdings Securities, Inc.
Industry Financial Services
Experience
M Holdings Securities, Inc. October 2014 - Present
Sterne, Agee & Leach (formerly NCPI) May 2012 - August 2014
Nollenberger Capital Partners, Inc. (acquired by Sterne Agee January 2011) March 2010 - May 2012
Eplanning Securities, Inc. April 2004 - April 2009
Brecek & Young Advisors, Inc. January 2001 - April 2004
E*TRADE Financial May 1999 - January 2001
Skills
Generating investment..., Ability to perform..., Experienced in..., Extensive experience..., Expertise in a broad..., FINRA Licenses: Series..., Candidate in the CFA..., Series 63, Investment Advisory, Investments, Investment Management, Mergers & Acquisitions, Series 24, Finance, Portfolio Management, Securities, Fixed Income, Asset Allocation, Asset Management, Equities, Financial Services, Series 7, Analysis, Due Diligence, Management, Financial Analysis, Trading, Alternative Investments, Business Development, Wealth Management, Mutual Funds, Bonds, Leadership, Options
Education
University of Oregon 1992 — 1996
Bachlor of Arts, Economics
M Holdings Securities, Inc. October 2014 - Present
Sterne, Agee & Leach (formerly NCPI) May 2012 - August 2014
Nollenberger Capital Partners, Inc. (acquired by Sterne Agee January 2011) March 2010 - May 2012
Eplanning Securities, Inc. April 2004 - April 2009
Brecek & Young Advisors, Inc. January 2001 - April 2004
E*TRADE Financial May 1999 - January 2001
Skills
Generating investment..., Ability to perform..., Experienced in..., Extensive experience..., Expertise in a broad..., FINRA Licenses: Series..., Candidate in the CFA..., Series 63, Investment Advisory, Investments, Investment Management, Mergers & Acquisitions, Series 24, Finance, Portfolio Management, Securities, Fixed Income, Asset Allocation, Asset Management, Equities, Financial Services, Series 7, Analysis, Due Diligence, Management, Financial Analysis, Trading, Alternative Investments, Business Development, Wealth Management, Mutual Funds, Bonds, Leadership, Options
Education
University of Oregon 1992 — 1996
Bachlor of Arts, Economics
Dane Miluski Dane Miluski's E*TRADE Financial Experience January 2011 - June 2011
Job Member of Technical Staff at PayPal
Industry Computer Software
Experience
PayPal February 2014 - Present
PayPal June 2011 - February 2014
E*TRADE Financial January 2011 - June 2011
NVIDIA February 2008 - April 2010
ABB May 2007 - August 2007
Skills
Agile Methodologies, C, Software Engineering, Mobile Applications, Objective-C, Embedded Systems, Testing, Java, C++, JavaScript, Scrum, Perl, SQL, Subversion, HTML, Software Development, Debugging, Mobile Devices, XML, Git, Firmware, CSS, User Experience, Software Design, iOS, Architecture, REST, Object Oriented Design
Education
University of Missouri-Columbia 2003 — 2007
Joint B.S. in Electrical & Computer Engineering, Electrical & Computer Engineering
PayPal February 2014 - Present
PayPal June 2011 - February 2014
E*TRADE Financial January 2011 - June 2011
NVIDIA February 2008 - April 2010
ABB May 2007 - August 2007
Skills
Agile Methodologies, C, Software Engineering, Mobile Applications, Objective-C, Embedded Systems, Testing, Java, C++, JavaScript, Scrum, Perl, SQL, Subversion, HTML, Software Development, Debugging, Mobile Devices, XML, Git, Firmware, CSS, User Experience, Software Design, iOS, Architecture, REST, Object Oriented Design
Education
University of Missouri-Columbia 2003 — 2007
Joint B.S. in Electrical & Computer Engineering, Electrical & Computer Engineering
Melvin Harris Melvin Harris's E*TRADE Financial Experience March 2006 - March 2007
Job Team Leader on Analytics Desk (Buyside Client Coverage) at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP April 2015 - Present
Bloomberg October 2011 - April 2015
Hagin Investment Management February 2010 - October 2011
Swissquote March 2008 - February 2010
Commerzbank AG March 2007 - March 2008
E*TRADE Financial March 2006 - March 2007
Wells Fargo Bank March 2005 - March 2006
Morgan Stanley September 2004 - January 2005
JP Morgan June 2000 - December 2001
Skills
Structured Products, Investment Management, Fixed Income, Hedge Funds, Equities, Trading, Bloomberg, Financial Markets, Options, Alternative Investments, Asset Managment, Capital Markets, Investments, FX Options, Securities, Asset Management, Foreign Exchange, Bloomberg Terminal, Derivatives, Commodity, Financial Services, Equity Trading, Technical Analysis, ETFs, Electronic Trading, FX trading, Bonds, Trading Systems, Currency, Mutual Funds, Trading Strategies, Proprietary Trading, Portfolio Management, Hedging, Market Data, Asset Allocation, Swaps, New Business Development, Equity Derivatives, Institutional..., Credit Derivatives, MBS, Prime Brokerage, Traders, Emerging Markets, Interest Rate..., Electronic Trading..., Relationship Management, FX Trading
Education
University of Massachusetts, Amherst 2000 — 2004
ward melville 1997 — 2000
Bloomberg LP April 2015 - Present
Bloomberg October 2011 - April 2015
Hagin Investment Management February 2010 - October 2011
Swissquote March 2008 - February 2010
Commerzbank AG March 2007 - March 2008
E*TRADE Financial March 2006 - March 2007
Wells Fargo Bank March 2005 - March 2006
Morgan Stanley September 2004 - January 2005
JP Morgan June 2000 - December 2001
Skills
Structured Products, Investment Management, Fixed Income, Hedge Funds, Equities, Trading, Bloomberg, Financial Markets, Options, Alternative Investments, Asset Managment, Capital Markets, Investments, FX Options, Securities, Asset Management, Foreign Exchange, Bloomberg Terminal, Derivatives, Commodity, Financial Services, Equity Trading, Technical Analysis, ETFs, Electronic Trading, FX trading, Bonds, Trading Systems, Currency, Mutual Funds, Trading Strategies, Proprietary Trading, Portfolio Management, Hedging, Market Data, Asset Allocation, Swaps, New Business Development, Equity Derivatives, Institutional..., Credit Derivatives, MBS, Prime Brokerage, Traders, Emerging Markets, Interest Rate..., Electronic Trading..., Relationship Management, FX Trading
Education
University of Massachusetts, Amherst 2000 — 2004
ward melville 1997 — 2000
Alfonso Espada Alfonso Espada's E*TRADE Financial Experience November 2001 - July 2003
Job Integrated Services Officer at Sistema Universitario Ana G. Méndez (SUAGM)
Industry Marketing and Advertising
Experience
Sistema Universitario Ana G. Méndez (SUAGM) September 2014 - Present
AvalonBay Communities January 2013 - September 2014
Restaurant.com September 2012 - January 2013
Misericordia University July 2008 - June 2012
Wilkes University July 2005 - July 2008
Cigna August 2004 - July 2005
NAI Personnel August 2003 - March 2004
ETrade Financial November 2001 - July 2003
InfoCurrent May 2000 - September 2001
University of Maryland March 1987 - February 2000
Skills
Customer Service, Recruiting, Sales, Marketing, Admissions, Higher Education, Public Speaking, Event Planning, Resume Writing, Staff Development, College Recruiting, Public Relations, Leadership Development, Career Counseling, Social Media, Coaching, Social Networking, Fundraising, Event Management, Leadership, Interviews, Curriculum Development, Training, Management, Community Outreach, Program Development
Education
University of Maryland College Park 1981 — 1990
Bachelor of Science, Business Marketing
Groveton High School 1978 — 1981
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Sistema Universitario Ana G. Méndez (SUAGM) September 2014 - Present
AvalonBay Communities January 2013 - September 2014
Restaurant.com September 2012 - January 2013
Misericordia University July 2008 - June 2012
Wilkes University July 2005 - July 2008
Cigna August 2004 - July 2005
NAI Personnel August 2003 - March 2004
ETrade Financial November 2001 - July 2003
InfoCurrent May 2000 - September 2001
University of Maryland March 1987 - February 2000
Skills
Customer Service, Recruiting, Sales, Marketing, Admissions, Higher Education, Public Speaking, Event Planning, Resume Writing, Staff Development, College Recruiting, Public Relations, Leadership Development, Career Counseling, Social Media, Coaching, Social Networking, Fundraising, Event Management, Leadership, Interviews, Curriculum Development, Training, Management, Community Outreach, Program Development
Education
University of Maryland College Park 1981 — 1990
Bachelor of Science, Business Marketing
Groveton High School 1978 — 1981
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
T. Shanetta Brown-Donovan's E*TRADE Financial Experience April 2010 - December 2010
Job Top Producer | Project Manager | Implementation | Client Relations | Strategic Planning | Consulting
Industry Financial Services
Experience
Mercer April 2015 - Present
Purchasing Power August 2011 - Present
E*TRADE Financial April 2010 - December 2010
ADP October 2007 - April 2010
Travillia Construction Company June 2002 - October 2007
CitiStreet June 2000 - January 2002
Fidelity Investments January 1998 - January 2000
Fidelity Investments January 1994 - January 1998
Skills
Process Improvement, SDLC, Project Management, Project Planning, Integration, Business Analysis, Analysis, Change Management, Management, Team Building, Training, Recruiting, CRM, Vendor Management, Employee Benefits, Leadership, Human Resources, Strategic Planning, Consulting, Customer Service, Employee Relations
Education
Northeastern University
Bachelor of Science, Finance
University of Phoenix
Master of Arts, Organizational Management
Mercer April 2015 - Present
Purchasing Power August 2011 - Present
E*TRADE Financial April 2010 - December 2010
ADP October 2007 - April 2010
Travillia Construction Company June 2002 - October 2007
CitiStreet June 2000 - January 2002
Fidelity Investments January 1998 - January 2000
Fidelity Investments January 1994 - January 1998
Skills
Process Improvement, SDLC, Project Management, Project Planning, Integration, Business Analysis, Analysis, Change Management, Management, Team Building, Training, Recruiting, CRM, Vendor Management, Employee Benefits, Leadership, Human Resources, Strategic Planning, Consulting, Customer Service, Employee Relations
Education
Northeastern University
Bachelor of Science, Finance
University of Phoenix
Master of Arts, Organizational Management
Brandon Mann Brandon Mann's E*TRADE Financial Experience January 2006 - July 2008
Job Licensed Real Estate Agent at Harry E. Robbins Associates Inc.
Industry Investment Banking
Experience
Raymond James Financial Inc. April 2012 - Present
Harry E. Robbins Associates Inc. January 2013 - Present
Kendrick Pierce & Co. June 2010 - January 2012
Bank of America July 2008 - March 2009
Banc of America Investments 2008 - 2009
E*TRADE Financial January 2006 - July 2008
Skills
Investment Banking, Mergers & Acquisitions, Financial Services, Trading, Finance, Banking, FINRA, Capital Raising, Investments, Asset Management, Valuation, Equities, Capital Markets, Private Equity, Series 7, Portfolio Management, Financial Modeling, Series 63, Hedge Funds, Fixed Income
Education
University of North Carolina at Charlotte - Belk College of Business 2008 — 2009
MBA, Finance
University of North Carolina at Chapel Hill 2001 — 2004
B.A., Ecomonics, Spanish
Independence High 1996 — 2000
Raymond James Financial Inc. April 2012 - Present
Harry E. Robbins Associates Inc. January 2013 - Present
Kendrick Pierce & Co. June 2010 - January 2012
Bank of America July 2008 - March 2009
Banc of America Investments 2008 - 2009
E*TRADE Financial January 2006 - July 2008
Skills
Investment Banking, Mergers & Acquisitions, Financial Services, Trading, Finance, Banking, FINRA, Capital Raising, Investments, Asset Management, Valuation, Equities, Capital Markets, Private Equity, Series 7, Portfolio Management, Financial Modeling, Series 63, Hedge Funds, Fixed Income
Education
University of North Carolina at Charlotte - Belk College of Business 2008 — 2009
MBA, Finance
University of North Carolina at Chapel Hill 2001 — 2004
B.A., Ecomonics, Spanish
Independence High 1996 — 2000
Douglas Fellner, CFA Douglas Fellner, CFA's E*TRADE Financial Experience April 2011 - November 2012
Job Sr. Financial Analyst at Fannie Mae
Industry Financial Services
Experience
Fannie Mae October 2013 - Present
Fannie Mae November 2012 - October 2013
E*TRADE Financial April 2011 - November 2012
First Investors July 2007 - April 2011
Elie Tahari April 2002 - April 2002
Skills
MS Excel Pivot Tables, Financial Modeling, Portfolio Management, SPSS, Financial Analysis, Credit Card Analytics, Business Objects, Access, Investments, Corporate Finance, Asset Managment, Equities, Investment Management, Loans, Microsoft Office, Credit Risk, Mortgage Lending, Banking, PowerPoint
Education
University of Maryland College Park 2003 — 2007
Bachelor of Arts (BA), Economics
Suffern High School
Fannie Mae October 2013 - Present
Fannie Mae November 2012 - October 2013
E*TRADE Financial April 2011 - November 2012
First Investors July 2007 - April 2011
Elie Tahari April 2002 - April 2002
Skills
MS Excel Pivot Tables, Financial Modeling, Portfolio Management, SPSS, Financial Analysis, Credit Card Analytics, Business Objects, Access, Investments, Corporate Finance, Asset Managment, Equities, Investment Management, Loans, Microsoft Office, Credit Risk, Mortgage Lending, Banking, PowerPoint
Education
University of Maryland College Park 2003 — 2007
Bachelor of Arts (BA), Economics
Suffern High School
Jill Buck Jill Buck's E*TRADE Financial Experience 2000 - 2003
Job Group Vice President at SunTrust Bank
Industry Banking
Experience
SunTrust Bank April 2014 - Present
SunTrust Bank March 2007 - March 2014
Wells Fargo Home Mortgage 2004 - 2006
E*TRADE Financial 2000 - 2003
Chevy Chase Bank and SECU 1994 - 2000
Skills
Coaching Staff, Employee Relations, Strategic Planning, Resource Management, Change Management, Employee Management, Quality Management, Vendor Management, Document Imaging, Customer Service, Credit, Consumer Lending, Loans, Mortgage Lending, Banking, Risk Management, Outsourcing, Training
Education
University of Maryland University College 2003 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
SunTrust Bank April 2014 - Present
SunTrust Bank March 2007 - March 2014
Wells Fargo Home Mortgage 2004 - 2006
E*TRADE Financial 2000 - 2003
Chevy Chase Bank and SECU 1994 - 2000
Skills
Coaching Staff, Employee Relations, Strategic Planning, Resource Management, Change Management, Employee Management, Quality Management, Vendor Management, Document Imaging, Customer Service, Credit, Consumer Lending, Loans, Mortgage Lending, Banking, Risk Management, Outsourcing, Training
Education
University of Maryland University College 2003 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
Sachin Sampath, MBA Sachin Sampath, MBA's E*TRADE Financial Experience January 2005 - March 2006
Job Director, Account Management at CEB
Industry Management Consulting
Experience
CEB January 2014 - Present
Verizon Enterprise Solutions Group October 2012 - January 2014
COOP Systems, INC December 2011 - November 2012
FactSet Research Systems 2006 - October 2011
Factset March 2006 - June 2008
E*TRADE Financial January 2005 - March 2006
Merrill Lynch January 2004 - December 2004
Skills
Account Management, Salesforce.com, Solution Selling, Market Data, Business Analysis, New Business Development, Business Development, SaaS, Competitive Analysis, Enterprise Software, Financial Services, Strategic Planning
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Maryland College Park 2000 — 2004
Bachelor of Science (B.S.), Economics
CEB January 2014 - Present
Verizon Enterprise Solutions Group October 2012 - January 2014
COOP Systems, INC December 2011 - November 2012
FactSet Research Systems 2006 - October 2011
Factset March 2006 - June 2008
E*TRADE Financial January 2005 - March 2006
Merrill Lynch January 2004 - December 2004
Skills
Account Management, Salesforce.com, Solution Selling, Market Data, Business Analysis, New Business Development, Business Development, SaaS, Competitive Analysis, Enterprise Software, Financial Services, Strategic Planning
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Maryland College Park 2000 — 2004
Bachelor of Science (B.S.), Economics
Manosh Chakravorty Manosh Chakravorty's E*TRADE Financial Experience 1998 - 2003
Job Head of State and Local Government + Education (SLED)@ Google for Work
Industry Computer Software
Experience
Google 2010 - Present
salesforce.com 2009 - 2010
Oracle 2003 - 2009
Etrade Financial 1998 - 2003
Skills
Enterprise Software, Solution Selling, Strategy, Management, Salesforce.com, Leadership, Sales Operations, Business Intelligence, Selling, Business Development, SaaS, Sales, Cloud Computing, Direct Sales, CRM, Go-to-market Strategy, Lead Generation, Strategic Partnerships, Analytics, Business Analysis, Security, Account Management, New Business Development, CXO, Professional Services, Business Strategy, Start-ups, Product Management, Business Modeling, Sales Process, Oracle, Team Leadership, Business Alliances, Cross-functional Team..., Strategic Planning, Channel Partners, Product Marketing, Software Industry, Cold Calling, Sales Enablement, Partner Management, Pre-sales, Complex Sales, Contract Negotiation, B2B, Demand Generation, IaaS, Sales Management, PaaS, Channel
Education
University of Maryland College Park 1994 — 1997
Google 2010 - Present
salesforce.com 2009 - 2010
Oracle 2003 - 2009
Etrade Financial 1998 - 2003
Skills
Enterprise Software, Solution Selling, Strategy, Management, Salesforce.com, Leadership, Sales Operations, Business Intelligence, Selling, Business Development, SaaS, Sales, Cloud Computing, Direct Sales, CRM, Go-to-market Strategy, Lead Generation, Strategic Partnerships, Analytics, Business Analysis, Security, Account Management, New Business Development, CXO, Professional Services, Business Strategy, Start-ups, Product Management, Business Modeling, Sales Process, Oracle, Team Leadership, Business Alliances, Cross-functional Team..., Strategic Planning, Channel Partners, Product Marketing, Software Industry, Cold Calling, Sales Enablement, Partner Management, Pre-sales, Complex Sales, Contract Negotiation, B2B, Demand Generation, IaaS, Sales Management, PaaS, Channel
Education
University of Maryland College Park 1994 — 1997
Clayton Forbes Clayton Forbes's E*TRADE Financial Experience February 2007 - November 2007
Job Vice President Treasury Sales Officer
Industry Financial Services
Experience
Bank of America June 2014 - Present
Bank of America September 2012 - May 2014
Bank of America Merrill Lynch June 2011 - October 2012
Merrill Edge June 2008 - June 2011
Merrill Edge November 2007 - June 2008
E*TRADE Financial February 2007 - November 2007
Skills
PowerPoint, Excel, Team Leadership, Customer Service, Business Strategy, Financial Managment, Investments, Organizational Behavior, Policy, Finance, Analysis, Relationship Management, Sales, Treasury Management, Strategy, Banking, Risk Management, Real Estate, Financial Analysis, Process Improvement, Strategic Planning
Education
Wake Forest University 2010 — 2011
Master of Business Administration (M.B.A.)
University of North Carolina at Charlotte 2004 — 2006
Bachelor of Arts (B.A.), Psychology
University of Richmond 1998 — 2000
Bank of America June 2014 - Present
Bank of America September 2012 - May 2014
Bank of America Merrill Lynch June 2011 - October 2012
Merrill Edge June 2008 - June 2011
Merrill Edge November 2007 - June 2008
E*TRADE Financial February 2007 - November 2007
Skills
PowerPoint, Excel, Team Leadership, Customer Service, Business Strategy, Financial Managment, Investments, Organizational Behavior, Policy, Finance, Analysis, Relationship Management, Sales, Treasury Management, Strategy, Banking, Risk Management, Real Estate, Financial Analysis, Process Improvement, Strategic Planning
Education
Wake Forest University 2010 — 2011
Master of Business Administration (M.B.A.)
University of North Carolina at Charlotte 2004 — 2006
Bachelor of Arts (B.A.), Psychology
University of Richmond 1998 — 2000
Jason Hathcock Jason Hathcock's E*TRADE Financial Experience 2007 - 2008
Job Advisory Compliance Analyst at LPL Financial
Industry Financial Services
Experience
LPL Financial March 2011 - Present
Robinson and Associates 2009 - 2011
Bank of America 2008 - 2009
E*TRADE Financial 2007 - 2008
Skills
Investments, FINRA, Retirement, Series 7, Mutual Funds, Wealth Management, Series 63, Financial Services, Strategic Financial..., Retirement Planning, Portfolio Management, Equities
Education
University of North Carolina at Charlotte
LPL Financial March 2011 - Present
Robinson and Associates 2009 - 2011
Bank of America 2008 - 2009
E*TRADE Financial 2007 - 2008
Skills
Investments, FINRA, Retirement, Series 7, Mutual Funds, Wealth Management, Series 63, Financial Services, Strategic Financial..., Retirement Planning, Portfolio Management, Equities
Education
University of North Carolina at Charlotte
Ryan Lacedonia's E*TRADE Financial Experience November 2011 - February 2015
Job Wealth Management Advisor at TIAACREF
Industry Investment Management
Experience
TIAA-CREF February 2015 - Present
E*TRADE Financial November 2011 - February 2015
Gabelli Asset Management July 2007 - November 2011
Skills
Mutual Funds, Investments, Alternative Investments, Equities, Retirement Planning, Fixed Income, Separately Managed..., Financial Planning, Financial Management, Financial Sales, Consultative Selling, Strategic Consulting, Closed-end Funds, Managed Accounts
Education
University of Miami 2005 — 2008
BBA, Finance and Marketing
TIAA-CREF February 2015 - Present
E*TRADE Financial November 2011 - February 2015
Gabelli Asset Management July 2007 - November 2011
Skills
Mutual Funds, Investments, Alternative Investments, Equities, Retirement Planning, Fixed Income, Separately Managed..., Financial Planning, Financial Management, Financial Sales, Consultative Selling, Strategic Consulting, Closed-end Funds, Managed Accounts
Education
University of Miami 2005 — 2008
BBA, Finance and Marketing
Marcelino Correa Marcelino Correa's E*TRADE Financial Experience 1995 - 2003
Job Experienced Accounting and Finance Professional
Industry Accounting
Experience
CB&I July 2015 - Present
Turner Construction September 2007 - March 2015
Irwin Commercial Finance 2003 - 2007
E*TRADE Financial 1995 - 2003
Skills
Process Improvement, Microsoft Office, General Ledger, Financial Reporting, Financial Analysis, Customer Service, Credit, Contract Negotiation, Budgets, Accounts Receivable, Accounts Payable, Accounting, Account Reconciliation, Finance
Education
University of Phoenix 2010 — 2016
Masters, Business Administration
University of Phoenix
Bachelors of Science, Accounting
CB&I July 2015 - Present
Turner Construction September 2007 - March 2015
Irwin Commercial Finance 2003 - 2007
E*TRADE Financial 1995 - 2003
Skills
Process Improvement, Microsoft Office, General Ledger, Financial Reporting, Financial Analysis, Customer Service, Credit, Contract Negotiation, Budgets, Accounts Receivable, Accounts Payable, Accounting, Account Reconciliation, Finance
Education
University of Phoenix 2010 — 2016
Masters, Business Administration
University of Phoenix
Bachelors of Science, Accounting
Kenneth F. Johnson, ChFC, CRPC Kenneth F. Johnson, ChFC, CRPC's E*TRADE Financial Experience September 2006 - March 2007
Job Experienced retirement consultant
Industry Financial Services
Experience
TIAA-CREF September 2012 - Present
TIAA-CREF March 2007 - September 2012
E*TRADE Financial September 2006 - March 2007
Verizon Wireless October 2005 - September 2006
Skills
Series 7, Series 63, Life & Health Insurance..., Retirement Planning, Defined Benefit, Pensions, 401k, Mutual Funds, Fixed Annuities, Retirement Planner, series 66, Uniform Combined State..., Investments, Wealth Management, Retirement, CRM, Insurance, FINRA, Securities, Investment Management, Strategic Financial..., Financial Advisory, Financial Services, Portfolio Management, Sales, Relationship Management, Asset Allocation, Variable Annuities, 401k Rollovers, Roth IRA, Finance, Life Insurance, Leadership, Business Development, Series 6, Asset Management
Education
University of North Carolina at Charlotte 1994 — 1999
Bachelors of Science in Business Administration, Finance (Financial Institutions/ Commercial Banking)
TIAA-CREF September 2012 - Present
TIAA-CREF March 2007 - September 2012
E*TRADE Financial September 2006 - March 2007
Verizon Wireless October 2005 - September 2006
Skills
Series 7, Series 63, Life & Health Insurance..., Retirement Planning, Defined Benefit, Pensions, 401k, Mutual Funds, Fixed Annuities, Retirement Planner, series 66, Uniform Combined State..., Investments, Wealth Management, Retirement, CRM, Insurance, FINRA, Securities, Investment Management, Strategic Financial..., Financial Advisory, Financial Services, Portfolio Management, Sales, Relationship Management, Asset Allocation, Variable Annuities, 401k Rollovers, Roth IRA, Finance, Life Insurance, Leadership, Business Development, Series 6, Asset Management
Education
University of North Carolina at Charlotte 1994 — 1999
Bachelors of Science in Business Administration, Finance (Financial Institutions/ Commercial Banking)
Erica Almond Erica Almond's E*TRADE Financial Experience January 2007 - March 2007
Job Finance Consultant/Payroll Coordinator at Lash Group
Industry Nonprofit Organization Management
Experience
Lash Group March 2014 - Present
Alliance Credit Counseling April 2007 - November 2012
E*TRADE Financial January 2007 - March 2007
Skills
Microsoft Office, Series 7, Credit Counseling, Finance, Credit, Budgets, Management, Strategy, Loans, Analysis, Financial Services, Mutual Funds, Retirement Planning, Sales Management, Financial Advisory, Trading, Series 63, Personal Finance
Education
University of North Carolina at Chapel Hill 2001 — 2009
Bachelor's degree, Business Administration and Management, General
Lash Group March 2014 - Present
Alliance Credit Counseling April 2007 - November 2012
E*TRADE Financial January 2007 - March 2007
Skills
Microsoft Office, Series 7, Credit Counseling, Finance, Credit, Budgets, Management, Strategy, Loans, Analysis, Financial Services, Mutual Funds, Retirement Planning, Sales Management, Financial Advisory, Trading, Series 63, Personal Finance
Education
University of North Carolina at Chapel Hill 2001 — 2009
Bachelor's degree, Business Administration and Management, General
Satchit Pande Satchit Pande's E*TRADE Financial Experience November 2008 - May 2012
Job Senior Developer Consultant
Industry Information Technology and Services
Experience
Mastech, Inc. September 2013 - March 2014
Mastech April 2013 - September 2013
ASAP Staffing November 2012 - March 2013
InComm May 2012 - November 2012
E*TRADE Financial November 2008 - May 2012
DW Practice November 2007 - November 2008
Tata Interactive Systems May 2007 - October 2007
Tata Consultancy Services October 2002 - October 2005
Mahindra Satyam October 2000 - October 2002
Tech Mahindra March 1999 - October 2000
Skills
Java Enterprise Edition, Hibernate, Web Services, Tomcat, Spring, Eclipse, Oracle, UML, SOAP, RESTful WebServices, Grails 2.2.2, MS SQL Server, JQuery, IntelliJ IDEA, Postgres, Sybase, Red Hat Linux, Microsoft SQL Server, Maven, jQuery, Spring Framework, PostgreSQL, Java, XML
Education
University of Mumbai 1992 — 1997
Bachelor, Electronics Engineering
Mastech, Inc. September 2013 - March 2014
Mastech April 2013 - September 2013
ASAP Staffing November 2012 - March 2013
InComm May 2012 - November 2012
E*TRADE Financial November 2008 - May 2012
DW Practice November 2007 - November 2008
Tata Interactive Systems May 2007 - October 2007
Tata Consultancy Services October 2002 - October 2005
Mahindra Satyam October 2000 - October 2002
Tech Mahindra March 1999 - October 2000
Skills
Java Enterprise Edition, Hibernate, Web Services, Tomcat, Spring, Eclipse, Oracle, UML, SOAP, RESTful WebServices, Grails 2.2.2, MS SQL Server, JQuery, IntelliJ IDEA, Postgres, Sybase, Red Hat Linux, Microsoft SQL Server, Maven, jQuery, Spring Framework, PostgreSQL, Java, XML
Education
University of Mumbai 1992 — 1997
Bachelor, Electronics Engineering
Dan Dement's E*TRADE Financial Experience 1998 - 1999
Job Founder and Principal of Chief Parenting
Industry Education Management
Experience
Chief Parenting 2007 - Present
DeVry University September 2006 - Present
The Art Institute of California - San Diego 2002 - 2006
Coremetrics 2000 - 2001
E*TRADE Financial 1998 - 1999
McGraw-Hill 1995 - 1998
Education
Argosy University Orange County 2003 — 2005
MBA, Marketing
University of Nevada-Reno 1988 — 1993
B.A., Journalism, with emphasis in Advertising
Chief Parenting 2007 - Present
DeVry University September 2006 - Present
The Art Institute of California - San Diego 2002 - 2006
Coremetrics 2000 - 2001
E*TRADE Financial 1998 - 1999
McGraw-Hill 1995 - 1998
Education
Argosy University Orange County 2003 — 2005
MBA, Marketing
University of Nevada-Reno 1988 — 1993
B.A., Journalism, with emphasis in Advertising
Luis A. Perez Jr.'s E*TRADE Financial Experience September 2009 - Present
Job Supervisor Balance & Control at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial September 2009 - Present
UBS Wealth Management 2006 - 2009
ADP Clearing and Outsourcing (Ridge Clearing) April 2006 - December 2006
Cantor Fitzgerald July 2005 - April 2006
TD Waterhouse 1998 - 2005
Skills
Securities, DTC, Equities, Series 7, Middle Office, FINRA, Account Reconciliation, Fixed Income, Settlement, Series 24, Financial Services, Back Office, Mutual Funds, Bloomberg, Options, Prime Brokerage, Corporate Actions, Securities Lending, Trading, Bonds, Series 63, Derivatives, Hedge Funds, FX Options, Risk Management
Education
University of Phoenix 2009 — 2014
Management of Accounting AS & Project/Business Management BS, Management of Accounting/Project/Risk Management
HSTAT
E*TRADE Financial September 2009 - Present
UBS Wealth Management 2006 - 2009
ADP Clearing and Outsourcing (Ridge Clearing) April 2006 - December 2006
Cantor Fitzgerald July 2005 - April 2006
TD Waterhouse 1998 - 2005
Skills
Securities, DTC, Equities, Series 7, Middle Office, FINRA, Account Reconciliation, Fixed Income, Settlement, Series 24, Financial Services, Back Office, Mutual Funds, Bloomberg, Options, Prime Brokerage, Corporate Actions, Securities Lending, Trading, Bonds, Series 63, Derivatives, Hedge Funds, FX Options, Risk Management
Education
University of Phoenix 2009 — 2014
Management of Accounting AS & Project/Business Management BS, Management of Accounting/Project/Risk Management
HSTAT
Robert Heller's E*TRADE Financial Experience May 2011 - July 2014
Job Summer Associate Deloitte Consulting | Candidate for MBA at NYU Stern School of Business
Industry Financial Services
Experience
NYU Stern School of Business July 2014 - Present
E*TRADE Financial May 2011 - July 2014
TD Ameritrade February 2011 - May 2011
TD Ameritrade April 2010 - February 2011
TD Ameritrade July 2008 - March 2010
LIM Advisors June 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Analytics, SQL, Quantitative Analytics, Business Strategy, Securities, Investments, Mutual Funds, Equities, Series 7, Strategic Consulting, Marketing Communications, Financial Reporting, Hedge Funds, Alternative Investments, Omniture, Financial Services, Strategy
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Pennsylvania 2004 — 2008
BA, International Relations, History
NYU Stern School of Business July 2014 - Present
E*TRADE Financial May 2011 - July 2014
TD Ameritrade February 2011 - May 2011
TD Ameritrade April 2010 - February 2011
TD Ameritrade July 2008 - March 2010
LIM Advisors June 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Analytics, SQL, Quantitative Analytics, Business Strategy, Securities, Investments, Mutual Funds, Equities, Series 7, Strategic Consulting, Marketing Communications, Financial Reporting, Hedge Funds, Alternative Investments, Omniture, Financial Services, Strategy
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Pennsylvania 2004 — 2008
BA, International Relations, History
Ed Struzenberg's E*TRADE Financial Experience January 2011 - May 2015
Job Paid Security Paranoid (PSP)
Industry Computer & Network Security
Experience
Bank of the West May 2015 - Present
ETRADE FINANCIAL January 2011 - May 2015
Center for Infrastructure Assurance and Security January 2008 - January 2010
Technology Administration February 2007 - March 2007
Intersection Technologies February 2005 - June 2005
egghead.com 2000 - 2002
eGroups / ONElist September 1999 - March 2000
1185 June 1997 - September 1999
CKS 1994 - 1997
Masters Institute 1993 - 1997
Education
University of New Haven
MS, National Security/ Information Security
University of Phoenix 2002 — 2004
BS, Business Management
Masters Institute 1991 — 1994
AS, Multimedia Communications
Bank of the West May 2015 - Present
ETRADE FINANCIAL January 2011 - May 2015
Center for Infrastructure Assurance and Security January 2008 - January 2010
Technology Administration February 2007 - March 2007
Intersection Technologies February 2005 - June 2005
egghead.com 2000 - 2002
eGroups / ONElist September 1999 - March 2000
1185 June 1997 - September 1999
CKS 1994 - 1997
Masters Institute 1993 - 1997
Education
University of New Haven
MS, National Security/ Information Security
University of Phoenix 2002 — 2004
BS, Business Management
Masters Institute 1991 — 1994
AS, Multimedia Communications
Anne Marie O'Brien's E*TRADE Financial Experience May 2006 - June 2008
Job
Industry Marketing and Advertising
Experience
E*TRADE Financial May 2006 - June 2008
Communicator Inc. March 2005 - December 2005
eFinancialcareers.com September 2004 - December 2004
Yahoo! Hotjobs August 2003 - April 2004
Banklink February 2001 - April 2003
PricelineWebhouse Club August 1999 - September 2000
MBNA/PNC NATIONAL BANK/RETAIL GROWTH SYSTEMS July 1997 - June 1999
Irma Mann Strategic Marketing July 1996 - July 1997
WGBH November 1990 - July 1996
WGBH October 1987 - November 1990
Education
University of Massachusetts, Amherst 1982 — 1986
BA, Communications
E*TRADE Financial May 2006 - June 2008
Communicator Inc. March 2005 - December 2005
eFinancialcareers.com September 2004 - December 2004
Yahoo! Hotjobs August 2003 - April 2004
Banklink February 2001 - April 2003
PricelineWebhouse Club August 1999 - September 2000
MBNA/PNC NATIONAL BANK/RETAIL GROWTH SYSTEMS July 1997 - June 1999
Irma Mann Strategic Marketing July 1996 - July 1997
WGBH November 1990 - July 1996
WGBH October 1987 - November 1990
Education
University of Massachusetts, Amherst 1982 — 1986
BA, Communications
Sumi Naik's E*TRADE Financial Experience 2003 - 2007
Job Portfolio Manager at Etrade
Industry Financial Services
Experience
Etrade August 2003 - November 2007
E*TRADE Financial 2003 - 2007
Etrade Financial 2003 - 2007
IBM Business Consulting Services 2002 - 2003
PricewaterhouseCoopers 2000 - 2003
PwC Consulting 2000 - 2003
Skills
MBS, Portfolio Management, Fixed Income, Asset Management, Securities, Capital Markets, Derivatives, Investments, Series 7, Risk Management, Financial Modeling, Financial Analysis, Bloomberg, Banking, Financial Risk, Trading
Education
University of Maryland - Robert H. Smith School of Business 1996 — 2000
Bachelor of Science (BS), Decision Information Systems
Etrade August 2003 - November 2007
E*TRADE Financial 2003 - 2007
Etrade Financial 2003 - 2007
IBM Business Consulting Services 2002 - 2003
PricewaterhouseCoopers 2000 - 2003
PwC Consulting 2000 - 2003
Skills
MBS, Portfolio Management, Fixed Income, Asset Management, Securities, Capital Markets, Derivatives, Investments, Series 7, Risk Management, Financial Modeling, Financial Analysis, Bloomberg, Banking, Financial Risk, Trading
Education
University of Maryland - Robert H. Smith School of Business 1996 — 2000
Bachelor of Science (BS), Decision Information Systems
Akhil Naik's E*TRADE Financial Experience 2007 - 2009
Job National Sales Relationship ManagerScotia iTRADE
Industry Financial Services
Experience
Scotia iTRADE April 2007 - Present
E*TRADE Financial 2007 - 2009
Taj Hotels Resorts and Palaces June 2000 - February 2005
Education
Welingkar Institute of Management, Mumbai 1997 — 1999
MBA, Marketing
Canadian Securities Institute
CSC, DFC, OLC, Securities, Derivatives
University of Mumbai
B.Com, Commerce
Scotia iTRADE April 2007 - Present
E*TRADE Financial 2007 - 2009
Taj Hotels Resorts and Palaces June 2000 - February 2005
Education
Welingkar Institute of Management, Mumbai 1997 — 1999
MBA, Marketing
Canadian Securities Institute
CSC, DFC, OLC, Securities, Derivatives
University of Mumbai
B.Com, Commerce
Frederick C. Lee's E*TRADE Financial Experience 2011 - October 2012
Job Contingent iOS Developer at Intel Corporation
Industry Computer Software
Experience
Intel Corporation July 2015 - Present
Accela December 2014 - Present
Amourine Technologies June 2014 - Present
Staples January 2014 - May 2014
WhiteSky June 2013 - September 2013
iPass December 2012 - April 2013
E*TRADE Financial 2011 - October 2012
Amourine Technologies 1998 - 2012
Tata Consultancy Services March 2010 - August 2011
Amourine Technologies June 2009 - March 2010
Skills
Agile Methodologies, Mobile Applications, iPhone, Software Development, XML, Java, Unix, Web Development, Web Services, SQL, Software Engineering, iOS development, Mac OS X, core plot, Oracle SQL, Ruby, Objective-C, C language, Unit Testing, Technical Writing, JSON, OS X, Xcode, Mobile Devices, Databases, Git, Design Patterns, Cocoa, iOS Development
Education
University of Michigan 1973 — 1977
BSE, Engineering, Chemistry
University of Arizona 1976 — 1976
non-degree, math
Intel Corporation July 2015 - Present
Accela December 2014 - Present
Amourine Technologies June 2014 - Present
Staples January 2014 - May 2014
WhiteSky June 2013 - September 2013
iPass December 2012 - April 2013
E*TRADE Financial 2011 - October 2012
Amourine Technologies 1998 - 2012
Tata Consultancy Services March 2010 - August 2011
Amourine Technologies June 2009 - March 2010
Skills
Agile Methodologies, Mobile Applications, iPhone, Software Development, XML, Java, Unix, Web Development, Web Services, SQL, Software Engineering, iOS development, Mac OS X, core plot, Oracle SQL, Ruby, Objective-C, C language, Unit Testing, Technical Writing, JSON, OS X, Xcode, Mobile Devices, Databases, Git, Design Patterns, Cocoa, iOS Development
Education
University of Michigan 1973 — 1977
BSE, Engineering, Chemistry
University of Arizona 1976 — 1976
non-degree, math
Mike Cherry (mcherry@zamphear.net)'s E*TRADE Financial Experience February 2002 - June 2004
Job Owner, Zamphear Studios, Inc.
Industry Information Technology and Services
Experience
Lumexis Corporation 2007 - Present
Zamphear Studios, Inc. July 2004 - Present
Walt Disney Parks and Resorts Online (WDPRO) February 2007 - November 2007
Thales Avionics June 2005 - November 2006
E*TRADE Financial February 2002 - June 2004
Toshiba 2000 - 2001
E-Systems Design February 2000 - July 2000
Innovative Solutions February 2000 - February 2000
SAIC October 1999 - February 2000
Useable / IT Vault 1999 - 2000
Skills
Software Engineering, Software Development, Software Project..., Integration, SQL, Unix, Linux, XML, Web Services, Apache, MySQL, PHP, HTML, JavaScript, Business Intelligence, Web Applications, Testing
Education
University of Phoenix 2002 — 2004
Lumexis Corporation 2007 - Present
Zamphear Studios, Inc. July 2004 - Present
Walt Disney Parks and Resorts Online (WDPRO) February 2007 - November 2007
Thales Avionics June 2005 - November 2006
E*TRADE Financial February 2002 - June 2004
Toshiba 2000 - 2001
E-Systems Design February 2000 - July 2000
Innovative Solutions February 2000 - February 2000
SAIC October 1999 - February 2000
Useable / IT Vault 1999 - 2000
Skills
Software Engineering, Software Development, Software Project..., Integration, SQL, Unix, Linux, XML, Web Services, Apache, MySQL, PHP, HTML, JavaScript, Business Intelligence, Web Applications, Testing
Education
University of Phoenix 2002 — 2004
Elizabeth Brogan, CPA, CRMA's E*TRADE Financial Experience March 2013 - January 2014
Job Internal Audit & Risk Professional
Industry Financial Services
Experience
Brown Advisory January 2014 - Present
The Institute of Internal Auditors Baltimore Chapter June 2012 - Present
E*TRADE Financial March 2013 - January 2014
PricewaterhouseCoopers January 2011 - March 2013
FTI Consulting February 2010 - January 2011
KPMG LLP December 2004 - July 2009
Amerigas Propane 2004 - 2004
Skills
CPA, CIA in process, Auditing, Internal Audit, Financial Audits, Operational Audits, Assurance, Advisory reviews, Sarbanes-Oxley, Controls Optimatization, SOX Program Implement, Internal Controls..., Financial Risk, Internal Controls, Interviews, Process Flow, Visio, Financial Reporting, Financial Accounting, SEC filings, GAAP, Financial Analysis, Forensic Accounting, Corporate Fraud..., Project Management, Staff Supervision, Risk Management, Business Process, Financial Statements, Finance, US GAAP, Enterprise Risk..., Sarbanes-Oxley Act, SEC Filings
Education
University of Maryland University College 2002 — 2003
BS, Accounting
University of Maryland College Park 1995 — 2000
BS, Music Education
North Carroll High 1991 — 1995
Brown Advisory January 2014 - Present
The Institute of Internal Auditors Baltimore Chapter June 2012 - Present
E*TRADE Financial March 2013 - January 2014
PricewaterhouseCoopers January 2011 - March 2013
FTI Consulting February 2010 - January 2011
KPMG LLP December 2004 - July 2009
Amerigas Propane 2004 - 2004
Skills
CPA, CIA in process, Auditing, Internal Audit, Financial Audits, Operational Audits, Assurance, Advisory reviews, Sarbanes-Oxley, Controls Optimatization, SOX Program Implement, Internal Controls..., Financial Risk, Internal Controls, Interviews, Process Flow, Visio, Financial Reporting, Financial Accounting, SEC filings, GAAP, Financial Analysis, Forensic Accounting, Corporate Fraud..., Project Management, Staff Supervision, Risk Management, Business Process, Financial Statements, Finance, US GAAP, Enterprise Risk..., Sarbanes-Oxley Act, SEC Filings
Education
University of Maryland University College 2002 — 2003
BS, Accounting
University of Maryland College Park 1995 — 2000
BS, Music Education
North Carroll High 1991 — 1995
Amardeep Sira's E*TRADE Financial Experience October 2010 - Present
Job Senior Software Engineer (Java)
Industry Information Technology and Services
Experience
E*TRADE Financial October 2010 - Present
BMC Software October 2008 - February 2010
Delta Dental June 2008 - October 2008
Capgemini January 2004 - June 2008
CashTech Solutions January 2000 - January 2004
Skills
Agile Methodologies, Software Project..., SDLC, Scrum, Requirements Analysis, Solution Architecture, Enterprise Software, Java Enterprise Edition, Software Development, SOA, Enterprise Architecture, Web Services, Java, XML, Testing
Education
CDAC 1999 — 2000
DAC, IT
University of Mumbai 1995 — 1999
Bachelor's degree
E*TRADE Financial October 2010 - Present
BMC Software October 2008 - February 2010
Delta Dental June 2008 - October 2008
Capgemini January 2004 - June 2008
CashTech Solutions January 2000 - January 2004
Skills
Agile Methodologies, Software Project..., SDLC, Scrum, Requirements Analysis, Solution Architecture, Enterprise Software, Java Enterprise Edition, Software Development, SOA, Enterprise Architecture, Web Services, Java, XML, Testing
Education
CDAC 1999 — 2000
DAC, IT
University of Mumbai 1995 — 1999
Bachelor's degree
Priyanka Mitra's E*TRADE Financial Experience August 2006 - May 2011
Job Principal Software Engineer at Symantec
Industry Computer Software
Experience
Clearwell Systems (Now part of Symantec) May 2011 - Present
E*TRADE Financial August 2006 - May 2011
NDCHealth Corp. a.k.a Per-se a.k.a NDCHealth Corp a.k.a Techrx Inc June 2000 - July 2006
Infotech Software Pvt Ltd. aka Continuum Technologies October 1998 - October 1999
Skills
Java Enterprise Edition, Eclipse, Distributed Systems, Databases, SQL, Multithreading, Software Development, Web Applications, Spring MVC, Tomcat, Software Design
Education
University of Mumbai
Bachelors, Physics, Comp Sc.
University of Mumbai
Masters, Computer Science
Clearwell Systems (Now part of Symantec) May 2011 - Present
E*TRADE Financial August 2006 - May 2011
NDCHealth Corp. a.k.a Per-se a.k.a NDCHealth Corp a.k.a Techrx Inc June 2000 - July 2006
Infotech Software Pvt Ltd. aka Continuum Technologies October 1998 - October 1999
Skills
Java Enterprise Edition, Eclipse, Distributed Systems, Databases, SQL, Multithreading, Software Development, Web Applications, Spring MVC, Tomcat, Software Design
Education
University of Mumbai
Bachelors, Physics, Comp Sc.
University of Mumbai
Masters, Computer Science
Adrian Watson's E*TRADE Financial Experience March 2005 - November 2007
Job Vice President
Industry Financial Services
Experience
NewStar Business Credit July 2011 - Present
Columbus Nova June 2010 - August 2010
E*Trade November 2007 - July 2009
E*Trade Financial March 2005 - November 2007
The CIT Group 2000 - 2005
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA, Corporate Finance
University of South Carolina - The Moore School of Business 1995 — 2000
Bachelor of Science, Finance and Economics
NewStar Business Credit July 2011 - Present
Columbus Nova June 2010 - August 2010
E*Trade November 2007 - July 2009
E*Trade Financial March 2005 - November 2007
The CIT Group 2000 - 2005
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA, Corporate Finance
University of South Carolina - The Moore School of Business 1995 — 2000
Bachelor of Science, Finance and Economics
Geran Combs's E*TRADE Financial Experience February 2012 - September 2012
Job Sr. Manager at Actualize Consulting
Industry Financial Services
Experience
Actualize Consulting January 2014 - Present
Actualize Consulting September 2012 - January 2014
E*TRADE Financial February 2012 - September 2012
E*TRADE Financial September 2008 - February 2012
Freddie Mac June 2007 - September 2008
Freddie Mac July 2005 - March 2007
Freddie Mac May 2002 - July 2005
Infinis 2000 - 2002
Epiphany 2000 - 2001
Pegasystems 1999 - 2000
Skills
Risk Management, Financial Services, Business Process, SDLC, Vendor Management, Data Warehousing, MISMO, Loan Servicing, Business Analysis, Data Governance, Strategy, Management, Data Quality, Business Intelligence, Leadership, Project Management, Banking, Business Process..., Business Requirements, Requirements Gathering, Requirements Analysis, Governance, Team Building, IT Strategy, Analytics
Education
University of North Carolina at Charlotte 1991 — 1995
Economics
University of North Carolina at Charlotte - Belk College of Business 1991 — 1995
Actualize Consulting January 2014 - Present
Actualize Consulting September 2012 - January 2014
E*TRADE Financial February 2012 - September 2012
E*TRADE Financial September 2008 - February 2012
Freddie Mac June 2007 - September 2008
Freddie Mac July 2005 - March 2007
Freddie Mac May 2002 - July 2005
Infinis 2000 - 2002
Epiphany 2000 - 2001
Pegasystems 1999 - 2000
Skills
Risk Management, Financial Services, Business Process, SDLC, Vendor Management, Data Warehousing, MISMO, Loan Servicing, Business Analysis, Data Governance, Strategy, Management, Data Quality, Business Intelligence, Leadership, Project Management, Banking, Business Process..., Business Requirements, Requirements Gathering, Requirements Analysis, Governance, Team Building, IT Strategy, Analytics
Education
University of North Carolina at Charlotte 1991 — 1995
Economics
University of North Carolina at Charlotte - Belk College of Business 1991 — 1995
Philip Lee, PMP's E*TRADE Financial Experience March 2002 - April 2005
Job Project Management Professional
Industry Aviation & Aerospace
Experience
Thales Avionics September 2007 - Present
LendingTree May 2005 - September 2007
E*TRADE Financial March 2002 - April 2005
Chase April 1998 - March 2002
United States Marine Corps February 1993 - February 1997
Education
University of Phoenix 1999 — 2002
Master of Business Administration (M.B.A.), Business Administration
University of Phoenix 1995 — 1998
Bachelor of Business Administration (BBA)
Thales Avionics September 2007 - Present
LendingTree May 2005 - September 2007
E*TRADE Financial March 2002 - April 2005
Chase April 1998 - March 2002
United States Marine Corps February 1993 - February 1997
Education
University of Phoenix 1999 — 2002
Master of Business Administration (M.B.A.), Business Administration
University of Phoenix 1995 — 1998
Bachelor of Business Administration (BBA)
Hassan Arif's E*TRADE Financial Experience 2004 - 2005
Job IT Specialist Test Management at IBM
Industry Computer Software
Experience
IBM September 2010 - Present
Booz Allen Hamilton November 2007 - December 2009
Keane Federal Systems February 2006 - November 2007
Etrade Financial 2004 - 2005
Oracle 1999 - 2004
Skills
Solaris, Test Management, Integration, SQL, Enterprise Architecture
Education
University of Phoenix 2002 — 2004
MS
University of Maryland University College 1988 — 1992
BS
IBM September 2010 - Present
Booz Allen Hamilton November 2007 - December 2009
Keane Federal Systems February 2006 - November 2007
Etrade Financial 2004 - 2005
Oracle 1999 - 2004
Skills
Solaris, Test Management, Integration, SQL, Enterprise Architecture
Education
University of Phoenix 2002 — 2004
MS
University of Maryland University College 1988 — 1992
BS
Michael Conticello's E*TRADE Financial Experience June 2010 - August 2012
Job Director, Brokerage Operations @ TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2013 - Present
TD Ameritrade July 2013 - February 2015
TD August 2012 - July 2013
E*TRADE Financial June 2010 - August 2012
Morgan Stanley May 2008 - August 2010
Hudson Mortgage Bankers February 2003 - May 2008
Citigroup Inc. April 2001 - January 2003
Skills
Team Building, Securities, Series 7, Strategy, Project Management, Leadership, Analytics, Risk Management, Banking, Financial Analysis, Financial Services, Process Improvement, Portfolio Management, Vendor Management, Online Brokerage, Business Process..., AML, Relationship Management, Fixed Income, Series 63, Series 24, Anti Money Laundering
Education
University of Maryland College Park 1995 — 1999
TD Ameritrade July 2013 - Present
TD Ameritrade July 2013 - February 2015
TD August 2012 - July 2013
E*TRADE Financial June 2010 - August 2012
Morgan Stanley May 2008 - August 2010
Hudson Mortgage Bankers February 2003 - May 2008
Citigroup Inc. April 2001 - January 2003
Skills
Team Building, Securities, Series 7, Strategy, Project Management, Leadership, Analytics, Risk Management, Banking, Financial Analysis, Financial Services, Process Improvement, Portfolio Management, Vendor Management, Online Brokerage, Business Process..., AML, Relationship Management, Fixed Income, Series 63, Series 24, Anti Money Laundering
Education
University of Maryland College Park 1995 — 1999
Danny Domenighini's E*TRADE Financial Experience 2000 - 2004
Job Vice President of Technology and Analytics who is the bridge between Clevel, ‘numbers’ and ‘tech’
Industry Financial Services
Experience
M Financial Group August 2007 - Present
Precision Castparts 2004 - 2007
E*TRADE Financial 2000 - 2004
Consultant and Project Manager 1999 - 2000
Wilshire Financial Services Group 1998 - 1999
Skills
Project Management, Software Project..., Asset Management, Risk Management, Financial Services, SharePoint, Business Analysis, Vendor Management, CRM, Visio, Financial Analysis, Disaster Recovery, Analysis, Access
Education
University of Oregon 1986 — 1990
B.A., Asian Studies/Japanese/Finance & Accounting
M Financial Group August 2007 - Present
Precision Castparts 2004 - 2007
E*TRADE Financial 2000 - 2004
Consultant and Project Manager 1999 - 2000
Wilshire Financial Services Group 1998 - 1999
Skills
Project Management, Software Project..., Asset Management, Risk Management, Financial Services, SharePoint, Business Analysis, Vendor Management, CRM, Visio, Financial Analysis, Disaster Recovery, Analysis, Access
Education
University of Oregon 1986 — 1990
B.A., Asian Studies/Japanese/Finance & Accounting
Ahilan Easwarachandran's E*TRADE Financial Experience 2002 - 2005
Job Global Account Executive Security Services at VERISIGN
Industry Internet
Experience
VERISIGN September 2015 - Present
NeuStar, Inc. June 2010 - September 2015
Washington Post Media May 2006 - June 2010
Wells Fargo 2005 - 2006
E*Trade Financial 2002 - 2005
Van Hollen Campaign 2003 - 2004
Chevy Chase Bank 1996 - 2003
Skills
Sales, New Business Development, SaaS, Salesforce.com, Selling, Lead Generation, Cloud Computing, Security, CRM, Enterprise Software, Solution Selling, Leadership, DDoS Mitigation, Sales Process, B2B, Mobile Devices, Internet Infrastructure, DNS management, Cold Calling, Business Development, Product Management, Strategy, Start-ups, Teamwork, Professional Services, Sales Presentations, Account Management, Direct Sales, Online Advertising, Sales Operations, E-commerce, SEM, Digital Media, Online Marketing, Managed Services, Product Marketing, Competitive Analysis, Go-to-market Strategy, Email Marketing, Digital Marketing, Mobile Marketing, Web Analytics, Demand Generation, Customer Acquisition, Entrepreneurship, Comedic Timing, Fierce Conversations, IT Security Best..., Cyber-security, Information Security
Education
University of Maryland College Park 1990 — 1995
Seneca Valley High School 1989 — 1990
Pangbourne College 1984 — 1989
St John's Convent 1978 — 1983
VERISIGN September 2015 - Present
NeuStar, Inc. June 2010 - September 2015
Washington Post Media May 2006 - June 2010
Wells Fargo 2005 - 2006
E*Trade Financial 2002 - 2005
Van Hollen Campaign 2003 - 2004
Chevy Chase Bank 1996 - 2003
Skills
Sales, New Business Development, SaaS, Salesforce.com, Selling, Lead Generation, Cloud Computing, Security, CRM, Enterprise Software, Solution Selling, Leadership, DDoS Mitigation, Sales Process, B2B, Mobile Devices, Internet Infrastructure, DNS management, Cold Calling, Business Development, Product Management, Strategy, Start-ups, Teamwork, Professional Services, Sales Presentations, Account Management, Direct Sales, Online Advertising, Sales Operations, E-commerce, SEM, Digital Media, Online Marketing, Managed Services, Product Marketing, Competitive Analysis, Go-to-market Strategy, Email Marketing, Digital Marketing, Mobile Marketing, Web Analytics, Demand Generation, Customer Acquisition, Entrepreneurship, Comedic Timing, Fierce Conversations, IT Security Best..., Cyber-security, Information Security
Education
University of Maryland College Park 1990 — 1995
Seneca Valley High School 1989 — 1990
Pangbourne College 1984 — 1989
St John's Convent 1978 — 1983
Richard Shin's E*TRADE Financial Experience October 2005 - Present
Job Director, Portfolio Management at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial October 2005 - Present
UBS Investment Bank October 2003 - April 2005
Credit Suisse First Boston October 2000 - October 2003
Donaldson, Lufkin & Jenrette May 1999 - October 2000
Organic 1998 - 1999
Skills
Derivatives, Valuation, Fixed Income, ABS, Investment Banking, Capital Markets, Structured Finance, Loan Origination, Due Diligence, Private Equity, Bonds, Financial Modeling, Finance, Investments, Financial Services, Financial Structuring, Series 7, Loans, Asset Management, Alternative Investments, Financial Markets, Structured Products, Credit, Mortgage Lending, Portfolio Management, Hedge Funds, Risk Management, Equities, Securities, Bloomberg, Banking, Trading, Credit Analysis, Financial Analysis
Education
University of Michigan 1994 — 1998
E*TRADE Financial October 2005 - Present
UBS Investment Bank October 2003 - April 2005
Credit Suisse First Boston October 2000 - October 2003
Donaldson, Lufkin & Jenrette May 1999 - October 2000
Organic 1998 - 1999
Skills
Derivatives, Valuation, Fixed Income, ABS, Investment Banking, Capital Markets, Structured Finance, Loan Origination, Due Diligence, Private Equity, Bonds, Financial Modeling, Finance, Investments, Financial Services, Financial Structuring, Series 7, Loans, Asset Management, Alternative Investments, Financial Markets, Structured Products, Credit, Mortgage Lending, Portfolio Management, Hedge Funds, Risk Management, Equities, Securities, Bloomberg, Banking, Trading, Credit Analysis, Financial Analysis
Education
University of Michigan 1994 — 1998
Maryanne Peckham's E*TRADE Financial Experience September 1998 - April 2007
Job Office Manager at H&R Block
Industry Accounting
Experience
H&R Block December 1998 - Present
Etrade Financial September 1998 - April 2007
JPmorgan Invest 1998 - 2007
BrownCo 1998 - 2007
Education
University of Massachusetts Dartmouth 1993 — 1997
H&R Block December 1998 - Present
Etrade Financial September 1998 - April 2007
JPmorgan Invest 1998 - 2007
BrownCo 1998 - 2007
Education
University of Massachusetts Dartmouth 1993 — 1997
Manny Patel's E*TRADE Financial Experience July 2013 - Present
Job E*Trade iPhone App Product Manager
Industry Financial Services
Experience
E*TRADE Financial July 2013 - Present
Skills
Operations Management, Income Statement, Process Improvement, Restaurants, Team Building, Restaurant Management, Inventory Management, Vendor Management, Leadership, Customer Service, Budgets, Hospitality, Management, Food & Beverage, Strategic Planning, Project Management, Product Development, Product Management, Account Management, Vendor Relationships, Analytics
Education
University of North Texas
Bachelor of Business Administration (BBA), Marketing
E*TRADE Financial July 2013 - Present
Skills
Operations Management, Income Statement, Process Improvement, Restaurants, Team Building, Restaurant Management, Inventory Management, Vendor Management, Leadership, Customer Service, Budgets, Hospitality, Management, Food & Beverage, Strategic Planning, Project Management, Product Development, Product Management, Account Management, Vendor Relationships, Analytics
Education
University of North Texas
Bachelor of Business Administration (BBA), Marketing
Maggie Bowman's E*TRADE Financial Experience Financial Service RepresentativeE*TRADE Financial2006 - 2008
Job Retail Learning Specialist at E*TRADE Financial
Industry Professional Training & Coaching
Experience
E*TRADE Financial Financial Service RepresentativeE*TRADE Financial2006 - 2008
Education
University of North Carolina at Charlotte - Belk College of Business 2002 — 2005
BS, Business Management, Concentration in Leadership
E*TRADE Financial Financial Service RepresentativeE*TRADE Financial2006 - 2008
Education
University of North Carolina at Charlotte - Belk College of Business 2002 — 2005
BS, Business Management, Concentration in Leadership
Michael Vanegas's E*TRADE Financial Experience March 2007 - May 2008
Job Compliance Manager at FIS
Industry Information Technology and Services
Experience
FIS December 2013 - Present
FIS August 2010 - December 2013
FIS October 2008 - July 2010
E*TRADE Financial March 2007 - May 2008
JPMorgan Chase September 2005 - February 2007
Bank of America April 2003 - September 2005
Bank One March 2001 - April 2003
Skills
Customer Service, Financial Services, Leadership, Management, Process Improvement, Banking, Business Analysis, Program Management, Credit, Analysis, Loans, Risk Management
Education
University of San Diego 2009 — 2012
MBA
University of Notre Dame 1996 — 2000
B.A., American Studies
FIS December 2013 - Present
FIS August 2010 - December 2013
FIS October 2008 - July 2010
E*TRADE Financial March 2007 - May 2008
JPMorgan Chase September 2005 - February 2007
Bank of America April 2003 - September 2005
Bank One March 2001 - April 2003
Skills
Customer Service, Financial Services, Leadership, Management, Process Improvement, Banking, Business Analysis, Program Management, Credit, Analysis, Loans, Risk Management
Education
University of San Diego 2009 — 2012
MBA
University of Notre Dame 1996 — 2000
B.A., American Studies
Jay Halverson's E*TRADE Financial Experience 1997 - 2000
Job Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management April 2014 - Present
Financial Blueprint Design, LLC December 2007 - April 2014
World Pet 2004 - 2007
Certified Security Solutions 2002 - 2003
Unicru 2001 - 2002
E*TRADE Financial 1997 - 2000
Standard Insurance Company 1988 - 1997
Education
University of Oregon
Finance
UBS Wealth Management April 2014 - Present
Financial Blueprint Design, LLC December 2007 - April 2014
World Pet 2004 - 2007
Certified Security Solutions 2002 - 2003
Unicru 2001 - 2002
E*TRADE Financial 1997 - 2000
Standard Insurance Company 1988 - 1997
Education
University of Oregon
Finance
Owen Collins's E*TRADE Financial Experience 2004 - 2006
Job Financial Intelligence Unti: Investigations Unit
Industry Banking
Experience
MUFG Union Bank May 2014 - Present
Union Bank May 2010 - May 2014
UBOC February 2009 - October 2010
M Squared Consulting January 2007 - January 2009
M Squared Consulting May 2006 - August 2006
E*TRADE SECURITIES 2005 - 2006
E*TRADE FINANCIAL 2004 - 2006
E*TRADE SECURITIES 2003 - 2005
E*TRADE SECURITIES 2001 - 2003
E*TRADE SECURITIES 1999 - 2001
Skills
OFAC, AML, Bank Secrecy Act, USA PATRIOT Act, KYC, Risk Management, Banking, Financial Risk, Fraud, Due Diligence, Risk Assessment, Credit, Financial Analysis, Securities, Retail Banking, Trading, Operational Risk...
Education
University of Oregon
Bachelor of Science
MUFG Union Bank May 2014 - Present
Union Bank May 2010 - May 2014
UBOC February 2009 - October 2010
M Squared Consulting January 2007 - January 2009
M Squared Consulting May 2006 - August 2006
E*TRADE SECURITIES 2005 - 2006
E*TRADE FINANCIAL 2004 - 2006
E*TRADE SECURITIES 2003 - 2005
E*TRADE SECURITIES 2001 - 2003
E*TRADE SECURITIES 1999 - 2001
Skills
OFAC, AML, Bank Secrecy Act, USA PATRIOT Act, KYC, Risk Management, Banking, Financial Risk, Fraud, Due Diligence, Risk Assessment, Credit, Financial Analysis, Securities, Retail Banking, Trading, Operational Risk...
Education
University of Oregon
Bachelor of Science
Debbie Mace's E*TRADE Financial Experience October 2008 - June 2009
Job Director Servicer Relationship and Performance Management at Freddie Mac
Industry Financial Services
Experience
Freddie Mac March 2011 - Present
Freddie Mac June 2009 - July 2011
E*TRADE Financial October 2008 - June 2009
MERSCORP, Inc. 2003 - 2008
Citimortgage March 1995 - May 2003
First Nationwide Mortgage March 1995 - October 2002
Standard Federal Savings Bank, FSB 1991 - 1995
John Hanson Savings Bank, FSB 1981 - 1991
Skills
Loss Mitigation, Management, Mortgage Lending, Training, Mortgage Banking, Product Management, Business Strategy, Credit Risk, Loan Servicing, Accounting, Analysis, Leadership, Risk Management, Performance Management, Finance, Mortgage Servicing, Loans, Policy, Software Documentation, Budgets, Quality Assurance, Start-ups, Financial Analysis, Project Planning, Business Analysis
Education
University of Maryland University College 1981 — 1988
MBA - Accounting
University of Maryland College Park 1975 — 1981
B.A., Psychology
Gaithersburg High School
Freddie Mac March 2011 - Present
Freddie Mac June 2009 - July 2011
E*TRADE Financial October 2008 - June 2009
MERSCORP, Inc. 2003 - 2008
Citimortgage March 1995 - May 2003
First Nationwide Mortgage March 1995 - October 2002
Standard Federal Savings Bank, FSB 1991 - 1995
John Hanson Savings Bank, FSB 1981 - 1991
Skills
Loss Mitigation, Management, Mortgage Lending, Training, Mortgage Banking, Product Management, Business Strategy, Credit Risk, Loan Servicing, Accounting, Analysis, Leadership, Risk Management, Performance Management, Finance, Mortgage Servicing, Loans, Policy, Software Documentation, Budgets, Quality Assurance, Start-ups, Financial Analysis, Project Planning, Business Analysis
Education
University of Maryland University College 1981 — 1988
MBA - Accounting
University of Maryland College Park 1975 — 1981
B.A., Psychology
Gaithersburg High School
Sheela Philip's E*TRADE Financial Experience February 2000 - Present
Job Principal Engineer at Etrade Financial
Industry Information Technology and Services
Experience
Etrade Financial February 2000 - Present
Raytheon Missile Systems November 1993 - September 1999
Skills
Unix Administration, Systems Engineering, Operating Systems, Integration, Unix, Linux, Perl, Data Center, Disaster Recovery, Enterprise Architecture, Solaris, Shell Scripting, Cloud Computing, Virtualization
Education
University of Massachusetts at Lowell 1991 — 1993
MS, Computer Science
Etrade Financial February 2000 - Present
Raytheon Missile Systems November 1993 - September 1999
Skills
Unix Administration, Systems Engineering, Operating Systems, Integration, Unix, Linux, Perl, Data Center, Disaster Recovery, Enterprise Architecture, Solaris, Shell Scripting, Cloud Computing, Virtualization
Education
University of Massachusetts at Lowell 1991 — 1993
MS, Computer Science
Monique Neal's E*TRADE Financial Experience March 2006 - July 2008
Job Sr. Broker Dealer Representative at MetLife Securities
Industry Financial Services
Experience
MetLife February 2015 - Present
LPL Financial November 2013 - September 2014
LPL May 2010 - November 2013
Rollover Securities LLC February 2009 - January 2010
E*TRADE Financial March 2006 - July 2008
Clarke American July 2003 - March 2006
NC Blumenthal Performing Arts Center 2003 - 2004
Skills
Customer Service, Quality Assurance, Training, Management, Non-profit Volunteer, Securities, Organizational..., Pensions, Call Centers, Financial Services, Business Development, Investments, Coaching, Series 63, Leadership, Finance, Process Improvement, Microsoft Office
Education
University of North Carolina at Charlotte 1999 — 2003
BA
MetLife February 2015 - Present
LPL Financial November 2013 - September 2014
LPL May 2010 - November 2013
Rollover Securities LLC February 2009 - January 2010
E*TRADE Financial March 2006 - July 2008
Clarke American July 2003 - March 2006
NC Blumenthal Performing Arts Center 2003 - 2004
Skills
Customer Service, Quality Assurance, Training, Management, Non-profit Volunteer, Securities, Organizational..., Pensions, Call Centers, Financial Services, Business Development, Investments, Coaching, Series 63, Leadership, Finance, Process Improvement, Microsoft Office
Education
University of North Carolina at Charlotte 1999 — 2003
BA
Beth Michnowski's E*TRADE Financial Experience January 2005 - March 2006
Job VP, Asset Management Channel Marketing at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2013 - Present
Pershing LLC, A BNY Mellon Company February 2011 - March 2013
Bank of America Merrill Lynch, Retirement Services March 2006 - February 2011
E*TRADE Financial January 2005 - March 2006
HARRISDIRECT January 2001 - January 2005
Skills
Email Marketing, Integrated Marketing, Direct Marketing, Online Marketing, CRM, Strategy, Product Marketing, E-commerce, Online Advertising, Market Research, Marketing, Cross-functional Team..., Financial Services, Multi-channel Marketing, Segmentation, Management
Education
The University of Chicago 1987 — 1989
MBA, Marketing
University of Pennsylvania 1980 — 1984
BA, Economics
TIAA-CREF March 2013 - Present
Pershing LLC, A BNY Mellon Company February 2011 - March 2013
Bank of America Merrill Lynch, Retirement Services March 2006 - February 2011
E*TRADE Financial January 2005 - March 2006
HARRISDIRECT January 2001 - January 2005
Skills
Email Marketing, Integrated Marketing, Direct Marketing, Online Marketing, CRM, Strategy, Product Marketing, E-commerce, Online Advertising, Market Research, Marketing, Cross-functional Team..., Financial Services, Multi-channel Marketing, Segmentation, Management
Education
The University of Chicago 1987 — 1989
MBA, Marketing
University of Pennsylvania 1980 — 1984
BA, Economics
Duane Bush's E*TRADE Financial Experience May 2004 - August 2005
Job Change Manager
Industry Information Technology and Services
Experience
State Farm December 2010 - Present
IBM September 2005 - November 2010
E*TRADE Financial May 2004 - August 2005
Skills
Change Management, Incident Management, Problem Management, Root Cause Analysis, IT Service Management, Business Analysis, Problem Solving, Management Consulting, Mentoring, ITIL v3 Foundations..., ITIL, Cross-functional Team..., Software Documentation, Management, Budgets, Entrepreneurship
Education
Case Western Reserve University - Weatherhead School of Management 2002 — 2004
MBA
University of Michigan 1996 — 2000
Bachelors
State Farm December 2010 - Present
IBM September 2005 - November 2010
E*TRADE Financial May 2004 - August 2005
Skills
Change Management, Incident Management, Problem Management, Root Cause Analysis, IT Service Management, Business Analysis, Problem Solving, Management Consulting, Mentoring, ITIL v3 Foundations..., ITIL, Cross-functional Team..., Software Documentation, Management, Budgets, Entrepreneurship
Education
Case Western Reserve University - Weatherhead School of Management 2002 — 2004
MBA
University of Michigan 1996 — 2000
Bachelors
Mpho-Dipalesa Notrem's E*TRADE Financial Experience 2005 - 2005
Job Enterprise Solutions, ITILv3
Industry Information Technology and Services
Experience
BAE SYSTEMS, Inc April 2011 - Present
A.P. Moller - Maersk Group November 2005 - April 2011
E*TRADE Financial 2005 - 2005
MBDA US Department of Commerce 2004 - 2004
International Trade Administration 2004 - 2004
Education
University of North Carolina at Charlotte
Bachelor of Science
BAE SYSTEMS, Inc April 2011 - Present
A.P. Moller - Maersk Group November 2005 - April 2011
E*TRADE Financial 2005 - 2005
MBDA US Department of Commerce 2004 - 2004
International Trade Administration 2004 - 2004
Education
University of North Carolina at Charlotte
Bachelor of Science
Ammar Rangwala's E*TRADE Financial Experience August 2008 - November 2009
Job Not Sure
Industry Farming
Experience
Who Knows February 2013 - Present
BCompliant November 2011 - November 2012
Actualize Consulting December 2009 - November 2011
E*TRADE Financial August 2008 - November 2009
Stronghold Servicing March 2004 - August 2008
Dominion Financial May 2003 - March 2004
Institutional Shareholder Services April 2002 - May 2003
Goldman Sachs June 2001 - August 2001
Skills
Loss Mitigation, Portfolio Management, Short Sales, Loan Modifications, Risk Analytics, Loans, Mortgage Lending, Banking, Mortgage Banking, Management, Training, Finance, Start-ups, Strategy, Business Process
Education
University of Maryland College Park 1997 — 2001
BS, Decision Infomation Systems
Who Knows February 2013 - Present
BCompliant November 2011 - November 2012
Actualize Consulting December 2009 - November 2011
E*TRADE Financial August 2008 - November 2009
Stronghold Servicing March 2004 - August 2008
Dominion Financial May 2003 - March 2004
Institutional Shareholder Services April 2002 - May 2003
Goldman Sachs June 2001 - August 2001
Skills
Loss Mitigation, Portfolio Management, Short Sales, Loan Modifications, Risk Analytics, Loans, Mortgage Lending, Banking, Mortgage Banking, Management, Training, Finance, Start-ups, Strategy, Business Process
Education
University of Maryland College Park 1997 — 2001
BS, Decision Infomation Systems
Eric Voots - MBA's E*TRADE Financial Experience 2007 - 2008
Job Sr. Risk Analyst at Ally Financial
Industry Banking
Experience
Ally Financial Inc. January 2015 - Present
Golden Capital Management January 2012 - January 2015
LPL Financial December 2010 - December 2011
Bank of America May 2010 - October 2010
Banc of America Investments August 2008 - December 2008
E*TRADE Financial 2007 - 2008
Skills
SAS, Python, Fixed Income, C++, Portfolio Management, Financial Services, Derivatives, Analysis, Equity Derivatives, Equities, Trading, Finance, Pivot Tables, Investments, Banking, Financial Risk, Financial Analysis, Options, Mutual Funds, SAS programming, Credit, Securities, Data Mining, VBA, Data Analysis, Bloomberg, Portfolio Optimization, SAS/SQL, Computer Networks,..., Factset, Barra Aegis, Statistical Modeling, Model Portfolios, Risk Analysis, Compliance Reporting, C, Machine Learning, Linux, Computer Security, R
Education
University of North Carolina at Charlotte - Belk College of Business 2008 — 2011
MBA, Business
University of North Carolina at Charlotte 2003 — 2006
B.S./B.A., Physics/Mathematics
Ally Financial Inc. January 2015 - Present
Golden Capital Management January 2012 - January 2015
LPL Financial December 2010 - December 2011
Bank of America May 2010 - October 2010
Banc of America Investments August 2008 - December 2008
E*TRADE Financial 2007 - 2008
Skills
SAS, Python, Fixed Income, C++, Portfolio Management, Financial Services, Derivatives, Analysis, Equity Derivatives, Equities, Trading, Finance, Pivot Tables, Investments, Banking, Financial Risk, Financial Analysis, Options, Mutual Funds, SAS programming, Credit, Securities, Data Mining, VBA, Data Analysis, Bloomberg, Portfolio Optimization, SAS/SQL, Computer Networks,..., Factset, Barra Aegis, Statistical Modeling, Model Portfolios, Risk Analysis, Compliance Reporting, C, Machine Learning, Linux, Computer Security, R
Education
University of North Carolina at Charlotte - Belk College of Business 2008 — 2011
MBA, Business
University of North Carolina at Charlotte 2003 — 2006
B.S./B.A., Physics/Mathematics
Clint Chandler's E*TRADE Financial Experience January 2007 - September 2012
Job Employed in technical support. Always looking for better opportunities.
Industry Computer Networking
Experience
E*TRADE Financial January 2007 - September 2012
Education
University of Miami - School of Business 1966 — 1970
Bachelor of Business Administration (B.B.A.), General Business
E*TRADE Financial January 2007 - September 2012
Education
University of Miami - School of Business 1966 — 1970
Bachelor of Business Administration (B.B.A.), General Business
David Todd Case's E*TRADE Financial Experience July 2008 - Present
Job Senior Manager Fraud Services at Etrade Financial
Industry Financial Services
Experience
E*Trade Financial July 2008 - Present
E*Trade Financial April 1999 - Present
UPS January 1993 - May 1998
Skills
Vendor Management, Financial Services, Investments, Relationship Management, Series 63, Series 7, OFAC, Process Improvement, Securities, Risk Management, Leadership, Series 24, Trading, Management, Credit, Customer Service, FINRA, Banking, AML, Equities, Call Centers, Security Awareness, KYC, CRM, Insurance, Mutual Funds, Business Analysis, Portfolio Management, Options, Identity Management, Financial Analysis, Fraud Detection, Salesforce.com
Education
University of North Carolina at Greensboro 1989 — 1993
BS, Management - Marketing
E*Trade Financial July 2008 - Present
E*Trade Financial April 1999 - Present
UPS January 1993 - May 1998
Skills
Vendor Management, Financial Services, Investments, Relationship Management, Series 63, Series 7, OFAC, Process Improvement, Securities, Risk Management, Leadership, Series 24, Trading, Management, Credit, Customer Service, FINRA, Banking, AML, Equities, Call Centers, Security Awareness, KYC, CRM, Insurance, Mutual Funds, Business Analysis, Portfolio Management, Options, Identity Management, Financial Analysis, Fraud Detection, Salesforce.com
Education
University of North Carolina at Greensboro 1989 — 1993
BS, Management - Marketing
Eden Debebe's E*TRADE Financial Experience March 2007 - Present
Job Senior Advertising Review Principal at Etrade Financial
Industry Financial Services
Experience
Etrade Financial March 2007 - Present
Capital Financial Group November 2004 - February 2007
Capital Financial Group June 2000 - February 2007
Capital Financial Group June 2000 - February 2007
Online Securities, Inc February 1999 - June 2000
Waterhouse Securities May 1992 - July 1998
Education
University of Minnesota-Twin Cities 1980 — 1984
B.S., Economics
Etrade Financial March 2007 - Present
Capital Financial Group November 2004 - February 2007
Capital Financial Group June 2000 - February 2007
Capital Financial Group June 2000 - February 2007
Online Securities, Inc February 1999 - June 2000
Waterhouse Securities May 1992 - July 1998
Education
University of Minnesota-Twin Cities 1980 — 1984
B.S., Economics
Quinn Konieczka's E*TRADE Financial Experience May 2001 - April 2008
Job Director, Credit and Risk at Pentagon Federal Credit Union
Industry Financial Services
Experience
Pentagon Federal Credit Union April 2010 - Present
RapidAdvance May 2008 - November 2009
E*TRADE Financial May 2001 - April 2008
E*TRADE Financial 2001 - 2008
Skills
Credit, Loans, Underwriting, Credit Risk, Financial Risk, Portfolio Management, Real Estate, Loss Mitigation, Credit Cards, Credit Analysis, Mortgage Lending, Loan Servicing, Consumer Lending, Risk Management, Banking, Financial Services, Management, Retail Banking
Education
University of Maryland College Park 1978 — 1982
BS, Business Administration
DeMatha Catholic High School 1974 — 1978
Pentagon Federal Credit Union April 2010 - Present
RapidAdvance May 2008 - November 2009
E*TRADE Financial May 2001 - April 2008
E*TRADE Financial 2001 - 2008
Skills
Credit, Loans, Underwriting, Credit Risk, Financial Risk, Portfolio Management, Real Estate, Loss Mitigation, Credit Cards, Credit Analysis, Mortgage Lending, Loan Servicing, Consumer Lending, Risk Management, Banking, Financial Services, Management, Retail Banking
Education
University of Maryland College Park 1978 — 1982
BS, Business Administration
DeMatha Catholic High School 1974 — 1978
Peter Olejnik's E*TRADE Financial Experience November 2008 - July 2011
Job Senior Software Developer
Industry Internet
Experience
Inflection December 2012 - Present
E*TRADE Financial November 2008 - July 2011
Compuware December 2005 - November 2008
Skills
Java Enterprise Edition, REST, Software Development, SOAP, Agile Methodologies, Ant, Finance, Architecture, Web Services, Spring, SOA, Time Management, XML, Project Management, .NET, C#, SEO, Google App Engine, Google Adwords, SQL, Amazon Web Services..., Amazon Kindle, ePub, jQuery, JavaScript
Education
University of Michigan-Dearborn 2001 — 2005
Bachlors, Computer Science
Inflection December 2012 - Present
E*TRADE Financial November 2008 - July 2011
Compuware December 2005 - November 2008
Skills
Java Enterprise Edition, REST, Software Development, SOAP, Agile Methodologies, Ant, Finance, Architecture, Web Services, Spring, SOA, Time Management, XML, Project Management, .NET, C#, SEO, Google App Engine, Google Adwords, SQL, Amazon Web Services..., Amazon Kindle, ePub, jQuery, JavaScript
Education
University of Michigan-Dearborn 2001 — 2005
Bachlors, Computer Science
Jim Shortall's E*TRADE Financial Experience June 1999 - September 2002
Job Retail Management
Industry Retail
Experience
Apple October 2006 - Present
E*TRADE Financial June 1999 - September 2002
Borders Books October 1993 - May 1999
CD One Stop 1992 - May 1993
Schwartz Brothers, Inc 1989 - 1992
Education
University of Maryland College Park 1988 — 1990
English / Astronomy
Apple October 2006 - Present
E*TRADE Financial June 1999 - September 2002
Borders Books October 1993 - May 1999
CD One Stop 1992 - May 1993
Schwartz Brothers, Inc 1989 - 1992
Education
University of Maryland College Park 1988 — 1990
English / Astronomy
Lucy Sun's E*TRADE Financial Experience June 2006 - August 2006
Job Manager, Online Merchandising at Abercrombie & Fitch
Industry Apparel & Fashion
Experience
Abercrombie & Fitch 2014 - Present
Abercrombie & Fitch February 2013 - Present
Abercrombie & Fitch February 2011 - February 2013
Abercrombie & Fitch August 2009 - February 2011
Abercrombie & Fitch August 2008 - August 2009
Merrill Lynch June 2007 - August 2007
Etrade Financial June 2006 - August 2006
Skills
Trend Analysis, Retail, Merchandising, Fashion, Marketing, Tops, Trend, Apparel, Trend Forecasting, Knitwear, Social Media, Product Development
Education
University of Pennsylvania - The Wharton School 2004 — 2008
BS Economics, Management, Marketing
Abercrombie & Fitch 2014 - Present
Abercrombie & Fitch February 2013 - Present
Abercrombie & Fitch February 2011 - February 2013
Abercrombie & Fitch August 2009 - February 2011
Abercrombie & Fitch August 2008 - August 2009
Merrill Lynch June 2007 - August 2007
Etrade Financial June 2006 - August 2006
Skills
Trend Analysis, Retail, Merchandising, Fashion, Marketing, Tops, Trend, Apparel, Trend Forecasting, Knitwear, Social Media, Product Development
Education
University of Pennsylvania - The Wharton School 2004 — 2008
BS Economics, Management, Marketing
Deborah Kasmir's E*TRADE Financial Experience 2001 - 2003
Job Director of Facilities Management at Total Wine & More
Industry Facilities Services
Experience
Total Wine & More March 2009 - Present
The University of Maryland Medical System February 2006 - January 2009
SAIC 2003 - 2006
E*TRADE Financial 2001 - 2003
Chevy Chase Bank 1999 - 2001
Skills
Budgets, Project Management, Facilities Management, Process Improvement, Team Building, Microsoft Office, Space planning, Customer Service, Program Management, Strategic Planning, Leadership, Project Planning, Process Scheduler, Purchasing, Contract Negotiation, Inventory Management, Operations Management, Management
Education
University of Maryland College Park 1979 — 1981
B.S. College of Human Ecology, Interior Design
University of Maryland College Park 1973 — 1977
B.S.College of Human Ecology, Graphic Design
Winston Churchill High School
Total Wine & More March 2009 - Present
The University of Maryland Medical System February 2006 - January 2009
SAIC 2003 - 2006
E*TRADE Financial 2001 - 2003
Chevy Chase Bank 1999 - 2001
Skills
Budgets, Project Management, Facilities Management, Process Improvement, Team Building, Microsoft Office, Space planning, Customer Service, Program Management, Strategic Planning, Leadership, Project Planning, Process Scheduler, Purchasing, Contract Negotiation, Inventory Management, Operations Management, Management
Education
University of Maryland College Park 1979 — 1981
B.S. College of Human Ecology, Interior Design
University of Maryland College Park 1973 — 1977
B.S.College of Human Ecology, Graphic Design
Winston Churchill High School
Kirk Green's E*TRADE Financial Experience April 2009 - December 2010
Job Investment Sales Representative
Industry Financial Services
Experience
Wells Fargo Advisors December 2010 - Present
E*TRADE Financial April 2009 - December 2010
Education
University of Phoenix 2006 — 2011
Bachelor's degree, Accounting, 3.83
Wells Fargo Advisors December 2010 - Present
E*TRADE Financial April 2009 - December 2010
Education
University of Phoenix 2006 — 2011
Bachelor's degree, Accounting, 3.83
Alexander Gurin's E*TRADE Financial Experience July 2011 - November 2014
Job Financial Consultant at Citizens Financial
Industry Financial Services
Experience
Citizens Financial Group, Inc. November 2014 - Present
E*TRADE Financial July 2011 - November 2014
T. Rowe Price April 2008 - June 2011
Fidelity Investments April 2005 - December 2007
Skills
Investments, Mutual Funds, Asset Allocation, Series 7, Investment Strategies, Asset Management, Fixed Income, Series 63, Equities, Alternative Investments, Portfolio Management, Wealth Management, Investment Advisory, Investment Management, Retirement Planning, Securities, Hedge Funds, Bloomberg, Valuation, Financial Modeling
Education
University of Massachusetts, Amherst 1997 — 2002
BA, Economics
University of Massachusetts, Amherst 1997 — 2002
Bachelor of Arts (BA), Economics
Citizens Financial Group, Inc. November 2014 - Present
E*TRADE Financial July 2011 - November 2014
T. Rowe Price April 2008 - June 2011
Fidelity Investments April 2005 - December 2007
Skills
Investments, Mutual Funds, Asset Allocation, Series 7, Investment Strategies, Asset Management, Fixed Income, Series 63, Equities, Alternative Investments, Portfolio Management, Wealth Management, Investment Advisory, Investment Management, Retirement Planning, Securities, Hedge Funds, Bloomberg, Valuation, Financial Modeling
Education
University of Massachusetts, Amherst 1997 — 2002
BA, Economics
University of Massachusetts, Amherst 1997 — 2002
Bachelor of Arts (BA), Economics
Dan Winsky's E*TRADE Financial Experience 2010 - 2014
Job Wealth Management Financial Services Professional
Industry Financial Services
Experience
PNC Wealth Management 2014 - Present
E*TRADE Financial 2010 - 2014
Banc of America Investments 2008 - 2009
Citi Smith Barney 2006 - 2008
M & T Securities 2005 - 2006
Sun Trust Secuities 1995 - 2005
Cardinal Wealth Services 1998 - 2002
Skills
Portfolio Management, Retirement Planning, Investments, Asset Allocation, Wealth Management, Series 63, Mutual Funds, Series 7, Strategic Financial..., Securities, FINRA, Finance, Series 24, Financial Advisory, Financial Planners, Retirement, Alternative Investments, Sales Management, Financial Services, Investment Advisory, Series 65, Equities, Financial Planning
Education
University of Maryland College Park
BA, Economics
PNC Wealth Management 2014 - Present
E*TRADE Financial 2010 - 2014
Banc of America Investments 2008 - 2009
Citi Smith Barney 2006 - 2008
M & T Securities 2005 - 2006
Sun Trust Secuities 1995 - 2005
Cardinal Wealth Services 1998 - 2002
Skills
Portfolio Management, Retirement Planning, Investments, Asset Allocation, Wealth Management, Series 63, Mutual Funds, Series 7, Strategic Financial..., Securities, FINRA, Finance, Series 24, Financial Advisory, Financial Planners, Retirement, Alternative Investments, Sales Management, Financial Services, Investment Advisory, Series 65, Equities, Financial Planning
Education
University of Maryland College Park
BA, Economics
Ryan Baehrle's E*TRADE Financial Experience September 2011 - May 2013
Job Product Manager Brokerage & Social Media at E*TRADE Financial
Industry Investment Management
Experience
E*TRADE Financial September 2011 - May 2013
Edison Financial Consulting July 2010 - August 2011
J.P. Morgan Asset Management May 2009 - July 2010
J.P. Morgan Asset Management April 2008 - May 2009
J.P. Morgan Asset Management June 2005 - April 2008
Raymond James & Associates, Inc February 2005 - May 2005
Morgan Stanley Smith Barney December 2003 - January 2005
University of Miami 2001 - 2005
Doupe Accounting and Tax January 2000 - April 2000
Skills
MS Excel - Financial..., Bloomberg, MS Powerpoint, Reuters, Project Management, Business Analysis, Portfolio Management, Equity Trading, Investments, Risk Management, Derivatives, Financial Modeling, Fixed Income
Education
University of Miami - School of Business 2001 — 2005
B.B.A., Finance
Estero High School 1997 — 2001
Diploma, General
E*TRADE Financial September 2011 - May 2013
Edison Financial Consulting July 2010 - August 2011
J.P. Morgan Asset Management May 2009 - July 2010
J.P. Morgan Asset Management April 2008 - May 2009
J.P. Morgan Asset Management June 2005 - April 2008
Raymond James & Associates, Inc February 2005 - May 2005
Morgan Stanley Smith Barney December 2003 - January 2005
University of Miami 2001 - 2005
Doupe Accounting and Tax January 2000 - April 2000
Skills
MS Excel - Financial..., Bloomberg, MS Powerpoint, Reuters, Project Management, Business Analysis, Portfolio Management, Equity Trading, Investments, Risk Management, Derivatives, Financial Modeling, Fixed Income
Education
University of Miami - School of Business 2001 — 2005
B.B.A., Finance
Estero High School 1997 — 2001
Diploma, General
Robert J. Waite, CRPC®'s E*TRADE Financial Experience 2006 - 2007
Job Financial Advisor @ Raymond James
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2015 - Present
Wells Fargo Advisors, LLC May 2007 - June 2015
E*TRADE Financial 2006 - 2007
Skills
Series 7, Wealth Management, Investments, Retirement Planning, Strategic Financial..., Mutual Funds, CRPC, Series 66, Series 9, Series 10
Education
University of North Carolina at Charlotte 2002 — 2005
Economics, Business
Raymond James Financial, Inc. June 2015 - Present
Wells Fargo Advisors, LLC May 2007 - June 2015
E*TRADE Financial 2006 - 2007
Skills
Series 7, Wealth Management, Investments, Retirement Planning, Strategic Financial..., Mutual Funds, CRPC, Series 66, Series 9, Series 10
Education
University of North Carolina at Charlotte 2002 — 2005
Economics, Business
Audrey Shires's E*TRADE Financial Experience October 2010 - Present
Job Senior Manager, Human Resources at E*TRADE Financial
Industry Human Resources
Experience
E*TRADE Financial October 2010 - Present
Accenture November 2004 - August 2008
Accenture 1996 - 2008
Skills
Performance Management, Employee Relations, Human Resources, New Hire Orientations, Temporary Placement, Administration, Talent Management, HRIS, Employee Engagement, Succession Planning, Employee Benefits, Leadership Development, Coaching, Program Management
Education
University of New Hampshire 1992 — 1996
Bachelor of Science (BS)
University of New Hampshire 1992 — 1996
Bachelor of Science (B.S.), Business Administration and Management, General
E*TRADE Financial October 2010 - Present
Accenture November 2004 - August 2008
Accenture 1996 - 2008
Skills
Performance Management, Employee Relations, Human Resources, New Hire Orientations, Temporary Placement, Administration, Talent Management, HRIS, Employee Engagement, Succession Planning, Employee Benefits, Leadership Development, Coaching, Program Management
Education
University of New Hampshire 1992 — 1996
Bachelor of Science (BS)
University of New Hampshire 1992 — 1996
Bachelor of Science (B.S.), Business Administration and Management, General
Hye Joon Pak's E*TRADE Financial Experience August 2013 - Present
Job Manager, Credit Risk at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial August 2013 - Present
E*TRADE Financial January 2011 - August 2013
Wells Fargo May 2005 - December 2010
GE March 2002 - March 2005
Skills
Financial Analysis, Financial Modeling, Structured Finance, Securitization, Derivatives, VBA, Fixed Income, Structured Products, Portfolio Management, Credit Risk, Credit, Risk Management, Credit Analysis, Financial Risk
Education
University of Maryland College Park 1997 — 2001
Bachelor of Arts (B.A.), Mathematics and Economics
E*TRADE Financial August 2013 - Present
E*TRADE Financial January 2011 - August 2013
Wells Fargo May 2005 - December 2010
GE March 2002 - March 2005
Skills
Financial Analysis, Financial Modeling, Structured Finance, Securitization, Derivatives, VBA, Fixed Income, Structured Products, Portfolio Management, Credit Risk, Credit, Risk Management, Credit Analysis, Financial Risk
Education
University of Maryland College Park 1997 — 2001
Bachelor of Arts (B.A.), Mathematics and Economics
Anthony Van Dyck, CISSP's E*TRADE Financial Experience February 2011 - March 2013
Job Sr Risk Analyst
Industry Information Technology and Services
Experience
Latitude 36, Inc. August 2014 - Present
Proofpoint April 2013 - August 2014
E*TRADE Financial February 2011 - March 2013
E*TRADE Financial 2010 - 2011
Intervise, Inc – IBM, Boulder, CO March 2009 - February 2010
Technalink 2010 - 2010
Datawiz Corporation January 2008 - March 2009
NexGen Technologies, Inc. 2005 - 2007
Richard S. Carson & Associates October 2000 - October 2005
Skills
Information Security, Security, PCI DSS, IT Audit, Disaster Recovery, CISSP, Vulnerability Assessment, Risk Assessment, Training, FISMA, NIST, SDLC, Computer Security, Risk Management, Information Technology, Security Awareness, Data Privacy, Information Security..., Sarbanes-Oxley Act, Security Policy, Vulnerability Management
Education
University of Phoenix 2007 — 2007
Master
Latitude 36, Inc. August 2014 - Present
Proofpoint April 2013 - August 2014
E*TRADE Financial February 2011 - March 2013
E*TRADE Financial 2010 - 2011
Intervise, Inc – IBM, Boulder, CO March 2009 - February 2010
Technalink 2010 - 2010
Datawiz Corporation January 2008 - March 2009
NexGen Technologies, Inc. 2005 - 2007
Richard S. Carson & Associates October 2000 - October 2005
Skills
Information Security, Security, PCI DSS, IT Audit, Disaster Recovery, CISSP, Vulnerability Assessment, Risk Assessment, Training, FISMA, NIST, SDLC, Computer Security, Risk Management, Information Technology, Security Awareness, Data Privacy, Information Security..., Sarbanes-Oxley Act, Security Policy, Vulnerability Management
Education
University of Phoenix 2007 — 2007
Master
Edwin Sakyi's E*TRADE Financial Experience February 2003 - July 2008
Job Payment ProcessorAccounts Payable Department at Comprehensive Health Services
Industry Financial Services
Experience
Comprehensive Health Services December 2013 - Present
Navy Mutual Aid Association May 2013 - September 2013
Potomac College June 2012 - April 2013
Fannie Mae September 2008 - June 2012
E*TRADE Financial February 2003 - July 2008
Capital One January 2001 - February 2003
Skills
Accounts Payable, Accounting, Finance, Accounts Receivable, Budgets, Management, Auditing, Internal Audit, Account Reconciliation, Banking, Forecasting, Leadership, Cash Management, Cash Flow
Education
University of Phoenix 2013 — 2015
Bachelor Degree, Accounting and Business/Management, 2.85
University of Phoenix 2010 — 2013
Associates Degree, Accounting and Business/Management
Comprehensive Health Services December 2013 - Present
Navy Mutual Aid Association May 2013 - September 2013
Potomac College June 2012 - April 2013
Fannie Mae September 2008 - June 2012
E*TRADE Financial February 2003 - July 2008
Capital One January 2001 - February 2003
Skills
Accounts Payable, Accounting, Finance, Accounts Receivable, Budgets, Management, Auditing, Internal Audit, Account Reconciliation, Banking, Forecasting, Leadership, Cash Management, Cash Flow
Education
University of Phoenix 2013 — 2015
Bachelor Degree, Accounting and Business/Management, 2.85
University of Phoenix 2010 — 2013
Associates Degree, Accounting and Business/Management
Lou Haidous's E*TRADE Financial Experience June 2013 - March 2014
Job Inside Sales Manager at Radius Intelligence HIRING!
Industry Information Services
Experience
Radius Intelligence November 2014 - Present
Radius Intelligence March 2014 - Present
E*TRADE Financial June 2013 - March 2014
AXA Advisors November 2010 - June 2013
Michigan International Corporation July 2008 - October 2010
Samsung 2008 - 2009
Skills
Leadership, Sales, Cross-functional Team..., Sales Management, Business Strategy, Sales Operations, Investments, Strategic Planning, Consulting, Strategic Financial..., Financial Analysis, Securities, Financial Markets, Risk Management, Portfolio Management, Data Analysis, Management Consulting, Derivatives, Process Improvement, Financial Advisory, Six Sigma, Competitive Analysis, Management
Education
University of Michigan 2004 — 2008
Industrial and Operations Engineering
University of Michigan
Radius Intelligence November 2014 - Present
Radius Intelligence March 2014 - Present
E*TRADE Financial June 2013 - March 2014
AXA Advisors November 2010 - June 2013
Michigan International Corporation July 2008 - October 2010
Samsung 2008 - 2009
Skills
Leadership, Sales, Cross-functional Team..., Sales Management, Business Strategy, Sales Operations, Investments, Strategic Planning, Consulting, Strategic Financial..., Financial Analysis, Securities, Financial Markets, Risk Management, Portfolio Management, Data Analysis, Management Consulting, Derivatives, Process Improvement, Financial Advisory, Six Sigma, Competitive Analysis, Management
Education
University of Michigan 2004 — 2008
Industrial and Operations Engineering
University of Michigan
Gregory D. Benson's E*TRADE Financial Experience October 1999 - November 2002
Job Vice President & Chief Compliance Officer at Congressional Bank
Industry Financial Services
Experience
Congressional Bank October 2011 - Present
Center for Financial Training 1980 - Present
Ascella Compliance March 2010 - October 2011
Benson Consulting September 2007 - February 2010
NOVA Financial Hodings Inc. August 2008 - July 2009
Burke & Herbert Bank & Trust July 2003 - August 2007
E*TRADE Financial October 1999 - November 2002
Professional Bank Services March 1999 - October 1999
America's Community Bankers August 1992 - December 1998
First American Metro Corp. August 1982 - May 1992
Skills
Compliance, Fraud, Bank Secrecy Act, OFAC, Risk Management, Executive Management, Risk, BSA, AML, Investigations, USA PATRIOT Act, Strategic Planning, Operations Management, Privacy, Financial Risk, Retail Banking, Anti Money Laundering, Banking, Privacy Law, Financial Services
Education
University of Oklahoma
Graduate, ABA National Compliance School
University of Maryland College Park 1979 — 1983
BA, Business Management and Organization
University of Maryland College Park
AA, Business Administration
Congressional Bank October 2011 - Present
Center for Financial Training 1980 - Present
Ascella Compliance March 2010 - October 2011
Benson Consulting September 2007 - February 2010
NOVA Financial Hodings Inc. August 2008 - July 2009
Burke & Herbert Bank & Trust July 2003 - August 2007
E*TRADE Financial October 1999 - November 2002
Professional Bank Services March 1999 - October 1999
America's Community Bankers August 1992 - December 1998
First American Metro Corp. August 1982 - May 1992
Skills
Compliance, Fraud, Bank Secrecy Act, OFAC, Risk Management, Executive Management, Risk, BSA, AML, Investigations, USA PATRIOT Act, Strategic Planning, Operations Management, Privacy, Financial Risk, Retail Banking, Anti Money Laundering, Banking, Privacy Law, Financial Services
Education
University of Oklahoma
Graduate, ABA National Compliance School
University of Maryland College Park 1979 — 1983
BA, Business Management and Organization
University of Maryland College Park
AA, Business Administration
Robert Haslam's E*TRADE Financial Experience October 2011 - Present
Job Broker at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial October 2011 - Present
Education
UNLV 1993 — 1994
Architecture
University of Utah 1987 — 1992
Bachelor of Arts, Architecture
E*TRADE Financial October 2011 - Present
Education
UNLV 1993 — 1994
Architecture
University of Utah 1987 — 1992
Bachelor of Arts, Architecture
Michael Borgman, PMP's E*TRADE Financial Experience October 2005 - June 2006
Job IT Project Manager at Logical Advantage
Industry Financial Services
Experience
Logical Advantage July 2012 - Present
TIAA-CREF September 2011 - July 2012
Experis (Contracting for TIAA-CREF) August 2010 - September 2011
Charlotte Homes Incorporated June 2006 - April 2010
E*TRADE Financial October 2005 - June 2006
Harrisdirect January 2000 - October 2005
Education
University of North Carolina at Charlotte 1994 — 1999
Bachelor of Science in Business Administration, Financial Management
Logical Advantage July 2012 - Present
TIAA-CREF September 2011 - July 2012
Experis (Contracting for TIAA-CREF) August 2010 - September 2011
Charlotte Homes Incorporated June 2006 - April 2010
E*TRADE Financial October 2005 - June 2006
Harrisdirect January 2000 - October 2005
Education
University of North Carolina at Charlotte 1994 — 1999
Bachelor of Science in Business Administration, Financial Management
R. Kent Miles's E*TRADE Financial Experience May 2009 - Present
Job Active Trader Consultant at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial May 2009 - Present
Fidelity Investments October 2007 - February 2009
American Family Insurance October 2007 - February 2009
Skills
Sales, Trading, Relationship Management, Opening New Accounts, Customer Retention, Options Strategies, Futures, commission negotiations
Education
UNLV 2000 — 2004
Master's degree, Public Administration, 3.9
University of Utah 1995 — 1997
Bachelor's degree, Exercise and Sports Science
E*TRADE Financial May 2009 - Present
Fidelity Investments October 2007 - February 2009
American Family Insurance October 2007 - February 2009
Skills
Sales, Trading, Relationship Management, Opening New Accounts, Customer Retention, Options Strategies, Futures, commission negotiations
Education
UNLV 2000 — 2004
Master's degree, Public Administration, 3.9
University of Utah 1995 — 1997
Bachelor's degree, Exercise and Sports Science
Shawntrea Bethea's E*TRADE Financial Experience February 2007 - January 2011
Job Associate Regional Director
Industry Financial Services
Experience
Cambridge Investment Research, Inc. September 2014 - Present
Triad Advisors June 2012 - September 2014
Transamerica Financial Advisors, Inc. January 2011 - June 2012
E*TRADE Financial February 2007 - January 2011
AT&T November 2005 - February 2007
Skills
Series 7, Series 63, Securities, Financial Services, Investments, Banking, Equities, Finance, Portfolio Management, Retirement Planning, Series 24, Series 53, Series 66, FINRA, Mutual Funds, AML, Wealth Management
Education
University of North Carolina at Charlotte 2002 — 2004
Bachelor of Science (B.S.), Finance and Marketing
Cambridge Investment Research, Inc. September 2014 - Present
Triad Advisors June 2012 - September 2014
Transamerica Financial Advisors, Inc. January 2011 - June 2012
E*TRADE Financial February 2007 - January 2011
AT&T November 2005 - February 2007
Skills
Series 7, Series 63, Securities, Financial Services, Investments, Banking, Equities, Finance, Portfolio Management, Retirement Planning, Series 24, Series 53, Series 66, FINRA, Mutual Funds, AML, Wealth Management
Education
University of North Carolina at Charlotte 2002 — 2004
Bachelor of Science (B.S.), Finance and Marketing
Luis Antonio Riva's E*TRADE Financial Experience 2007 - 2011
Job Supervising Examiner at Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York 2011 - Present
E*TRADE Financial 2007 - 2011
Citi 2002 - 2006
Arthur Andersen 1997 - 2000
Skills
SENIOR LEVEL MANAGEMENT..., Strategic Business..., Business Development •...
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2001 — 2002
Master of Business Administration (M.B.A.)
University of Massachusetts Boston 1994 — 1997
Bachelor of Applied Science (B.A.Sc.)
Federal Reserve Bank of New York 2011 - Present
E*TRADE Financial 2007 - 2011
Citi 2002 - 2006
Arthur Andersen 1997 - 2000
Skills
SENIOR LEVEL MANAGEMENT..., Strategic Business..., Business Development •...
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2001 — 2002
Master of Business Administration (M.B.A.)
University of Massachusetts Boston 1994 — 1997
Bachelor of Applied Science (B.A.Sc.)
Austin (Hugh) Ritchie's E*TRADE Financial Experience August 2006 - July 2008
Job IT Professional
Industry Banking
Experience
TIAA-CREF May 2014 - Present
Bank of America October 2008 - January 2014
E*TRADE Financial August 2006 - July 2008
Skills
Troubleshooting, Incident Management
Education
University of North Carolina at Charlotte 2000 — 2005
Bachelor's degree, Psychology
TIAA-CREF May 2014 - Present
Bank of America October 2008 - January 2014
E*TRADE Financial August 2006 - July 2008
Skills
Troubleshooting, Incident Management
Education
University of North Carolina at Charlotte 2000 — 2005
Bachelor's degree, Psychology
Nicholas Colburn's E*TRADE Financial Experience November 2008 - Present
Job operations at etrade financial
Industry Financial Services
Experience
etrade financial November 2008 - Present
Royal bank of scotland 2013 - 2014
Skills
Financial Accounting, Tax Accounting, Investment Brokerage, Human Resources
Education
University of Massachusetts Lowell 2000 — 2004
business
etrade financial November 2008 - Present
Royal bank of scotland 2013 - 2014
Skills
Financial Accounting, Tax Accounting, Investment Brokerage, Human Resources
Education
University of Massachusetts Lowell 2000 — 2004
business
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.