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.
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E*TRADE Financial Employees
Wells Fargo Advisors June 2014 - Present
E*TRADE Financial November 2013 - June 2014
T. Rowe Price January 2013 - November 2013
Sheraton April 2011 - February 2013
Skills
Enthusiast, Enthusiastic..., Team Building, Teamwork, Reliability, Highly Ambitious, Highly responsible, Microsoft Office, Microsoft Excel, Microsoft Word, Data Entry, Customer Service, Customer Satisfaction, Customer Retention, Sales, Marketing, Communication, Great communications..., Reliable, Community Outreach, Meticulous eye for..., Meticulous, Social Media, Series 7, Series 63, Financial Services, Investments, Securities, Finance, Front Office, Hotels, Training, Loans, Public Speaking, Management, Time Management, PowerPoint, Leadership, Social Networking, Event Planning, Research, Financial Analysis, Outlook
Education
Morgan State University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration
Baltimore City Community College 2006 — 2008
Associate's degree, Business Administration
E*TRADE Financial Corporation July 2015 - Present
AES August 2008 - June 2014
E*TRADE Financial January 2005 - August 2008
National Cooperative Bank October 2001 - December 2004
COMSYS December 1999 - September 2001
Freddie Mac January 1990 - December 1999
Republic Savings Bank July 1987 - December 1989
Sears Consumer Financial Corporation January 1986 - June 1987
Motorola September 1983 - December 1985
Touche Ross June 1978 - August 1983
Skills
Finance, Strategic Financial..., Auditing, Mergers & Acquisitions, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Accounting, Corporate Finance, Forecasting, Accounts Payable, US GAAP, General Ledger, SEC Filings, Consolidation, Financial Statements, Financial Analysis
Education
Bradley University 1974 — 1978
Bachelor of Science (BS), Accounting
Infor September 2010 - Present
Infor February 2010 - September 2010
North American Mission Board May 2009 - September 2009
Raymond James & Associates, Inc October 2007 - June 2009
E*TRADE Financial June 2007 - October 2007
Skills
Business Analysis, ERP, Financial Analysis, Business Intelligence, Accounting, Business Process..., Consulting, Project Management, Finance, Process Improvement, SharePoint, Microsoft Office, Relationship Management, CRM, Sales Cycle Management, Hands-on Training, Management, Pre-sales, Solution Selling, Enterprise Software
Education
Berry College 2004 — 2007
Bachelors, Business; Finance
E*TRADE Financial June 2011 - Present
UBS Wealth Management January 2009 - June 2011
Lehman Brothers April 2007 - September 2008
MetLife December 2006 - April 2007
JP Morgan August 1996 - August 1999
Swiss Bank Corporation October 1993 - June 1996
Swiss Bank Corporation August 1991 - September 1993
Skills
Define Business..., Liason between..., Conduct high level..., Gather user feedback as..., Third Party Vendor..., Business Analysis, Agile Project Management, Business Requirements, Risk Management, SDLC, Project Management, Product Management, Agile Methodologies, User Experience, Strategy, Business Process, Cross-functional Team...
Education
Boston University 1988 — 1991
Master of Science (MS), Information Systems and MBA
Union College 1984 — 1987
BS, Computer Science
Charles Schwab December 2012 - Present
E*TRADE Financial October 2012 - November 2012
E*TRADE Financial May 2008 - October 2012
E*TRADE Financial August 2006 - May 2008
Kelmoore Investment Company March 2005 - September 2005
Prudential Financial January 2003 - March 2005
Skills
Series 7, Series 66, Series 3, Series 24, Series 9, Series 10, Securities, Investments, Asset Allocation, Mutual Funds, Separately Managed..., Unified Managed Accounts, Municipal Bonds, Corporate Bonds, Life Insurance, Long Term Care, Retirement Planning
Education
Brandeis University 1998 — 2002
Bachelor of Arts, Biology, Economics
99designs August 2014 - Present
Intuit November 2013 - August 2014
Intuit December 2010 - August 2014
E*TRADE Financial May 2007 - July 2010
BBDO NY April 2006 - May 2007
BBDO NY July 2005 - April 2007
BBDO NY February 2005 - March 2006
Skills
Online Advertising, Social Media Marketing, Analytics, Integrated Marketing, Product Marketing, Strategy, Advertising, SaaS, Social Media, Marketing, Strategic Partnerships, Multi-channel Marketing, Cross-functional Team..., Public Relations, Customer Insight, Brand Management
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2013
MBA
Boston University 2001 — 2004
Bachelor of Science, Communications, Business Administration
UBS June 2009 - Present
UBS Investment Bank July 2007 - May 2009
E*TRADE Financial August 2005 - June 2007
Skills
Fixed Income, CLO, Intex, Bloomberg, CPA, Project Management, Financial Analysis
Education
Baruch College
Master of Business Administration (MBA), Finance, General
Carillon Capital, LLC October 2008 - Present
Blue Bridge Financial, LLC 2014 - 2015
Blue Bridge Financial, LLC 2014 - 2015
Blue Bridge Financial, LLC 2014 - 2015
Snow Portfolio Management, LLC September 2006 - October 2008
E*TRADE Financial September 2000 - June 2006
Sovereign Bank March 2000 - September 2000
BankBoston July 1989 - March 2000
Skills
Investment Banking, Loans, Mortgage Lending, Portfolio Management, Valuation, Executive Management, Investments, Banking, Financial Services, Capital Markets, Financial Advisory, Leadership, Loan Origination, Structured Finance, Credit Cards, Finance
Education
Babson College 1992 — 2000
MBA
Middlebury College 1985 — 1989
BA, Psychology
Kimball Union Academy 1983 — 1985
Allstate May 2013 - Present
E*TRADE Financial February 2011 - September 2012
Merrill Lynch December 2008 - February 2011
Wachovia Securities Financial Network May 2007 - January 2008
Skills
Series 7, Wealth Management, Retirement Planning, Mutual Funds, Investments, FINRA, Relationship Management, Investment Strategies, Investment Advisory, Securities, Series 63, Series 65, Finance, Life Insurance, Bonds, ETFs, High Net Worth..., Wealth Management..., IRAs
Education
Bond University 1999 — 2000
International business, International Business
Clemson University 1997 — 2000
Bachelor of Applied Science (B.A.Sc.), Marketing
HEARTWISE Clinic May 2015 - Present
EZCORP July 2014 - May 2015
EZCorp October 2012 - July 2014
E*TRADE Financial August 2008 - April 2009
Prematics February 2007 - August 2008
Overwatch Systems Tactical Operations 2002 - 2007
Austin Gastroenterology 2001 - 2002
Golden Oil 1998 - 1999
International Biomedical 1997 - 1999
Skills
Management, Business Process..., Recruiting, Event Management, Software Documentation, Human Resources, Time Management, Process Improvement, Start-ups, PowerPoint, Visio, Microsoft Excel, Training, Government, Software Development, Executive Management, Leadership, Entrepreneurship, Databases, Onboarding, Microsoft Word, PeopleSoft, Access, Team Building, Analysis, Employee Relations, Team Leadership, Change Management, Benefits Administration, Employee Benefits, Project Management, Outlook, Vendor Management, Organizational..., Business Analysis, Strategic Planning, CRM, SharePoint, Office Management, Performance Management, Accounts Payable, Microsoft Office, Business Development, Administrative..., Operations Management, Applicant Tracking..., Mergers, Personnel Management, HRIS, Talent Management
Education
Austin College 2011 — 2012
Business Administration and Management, General
Westlake HS 1998 — 1999
Hologic, Inc. June 2013 - Present
Model N December 2011 - May 2013
E*TRADE Financial June 2010 - December 2011
Illumina December 2009 - June 2010
8x8, Inc. February 2009 - November 2009
Magenic Technologies June 2007 - December 2008
Piocon Technologies, Inc.(now Rolta) October 2006 - June 2007
American Bar Association March 2004 - October 2006
IADC March 2002 - March 2004
Classified Ventures August 1999 - September 2001
Skills
Human Computer..., Usability, Information Architecture, User Experience, Interaction Design, User-centered Design, Software Design, HTML, CSS, JavaScript, Information Design, Usability Testing
Education
Human Factors International 2014 — 2015
CXA, Certified User Experience Analyst
Human Factors International 2006 — 2006
CUA, Certified Usability Analyst
DePaul University 1999 — 2002
MS, Human-Computer Interaction
Bradley University 1995 — 1997
BS, Communication Media & Cognitive Psychology
Morton College 1993 — 1995
AS, General Education
MacFarlane Group April 2013 - Present
AppleOne October 2012 - January 2013
Everest College January 2011 - July 2012
US Army Family Readiness Group 2009 - 2012
The Right Touch Phlebotomy Training March 2009 - January 2011
Century 21 2005 - 2009
E*TRADE Financial 2007 - 2008
Magnificent Touch 1995 - December 2004
Skills
Recruiting, Human Resources, Hiring, Management, Event Planning, Strategic Planning, Team Building, Customer Service, Public Speaking, Budgets, Program Management, Leadership Development, CRM, New Business Development, Fundraising, Project Management, Social Media, Lead Generation, Program Development, Marketing, Social Networking, Employee Training, Negotiation, Microsoft Office, Training Delivery, Portfolio Management, Product Marketing, Data Analysis, Customer Retention, Volunteer Recruiting, Lead Management, Training Seminars, Consumer Insight
Education
Benedictine University 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Maryland University College 2006 — 2010
Bachelor of Science, Management Studies, 3.8
E*TRADE Financial September 2013 - Present
Skills
Interaction Design, User Experience Design, Mobile Design, Information Architecture, Concept Development, User Interface Design, User Research, Customer Journey Mapping, User Experience, Branding & Identity, Creative Direction, Editorial, Brand Development, Creative Strategy, Typography, Mac, Layout, Graphics, Drawing, Adobe Creative Suite, Graphic Design
Education
University of Pennsylvania 2004 — 2008
BA, English, Comparative Literature
Boston University 2009 — 2011
MFA, Digital and Interactive Design
The Winsor School 1996 — 2003
High School
Western Area Power Administration December 2014 - Present
Pacific Gas and Electric Company November 2008 - December 2014
SMUD December 2006 - November 2008
E*TRADE Financial January 2005 - September 2006
Skills
Electric Power, NERC, Smart Grid, Smart Metering, Electricity Markets, Photography, Energy, Renewable Energy, Electricity, Energy Markets, Power Systems, Graphic Design, Video Editing, Nuclear, Power Generation, Visio, Energy Management, Cinematography, Power System Operations, SCADA, Utility Industry, High Voltage, Power Distribution, Power Plants, Wind, Generators, Energy Industry, Transformer, Training, Outage Management, Series 7, Series 63, Finance
Education
Front Range Community College 2015 — 2016
Political Science and Government
Bismarck State College 2014 — 2015
Associate's Degree, Electric Transmission Systems Technology
AIG August 2013 - Present
Peak Wealth Advisors, LLC September 2014 - Present
TD Ameritrade Institutional February 2008 - July 2013
E*trade Financial January 2007 - February 2008
TD Ameritrade January 2002 - January 2007
TD Ameritrade January 1996 - January 2002
Skills
Talent Management, Leadership Development, Performance Management, Strategy, Succession Planning, Coaching, Management, Employee Engagement, Sales Management, Program Management, Management Development, Organizational..., E-Learning, Financial Services, Internal Communications, Human Resources, Strategic Planning, Instructional Design, Salesforce.com, Organizational..., Vendor Management, Marketing Strategy, Human Capital Management, Selling, Sales Process, Salesforce Training, Training, Performance Improvement, Personnel Management, Solution Selling, Emotional Intelligence, Bench Strength, Workshop Facilitation, CRM, Talent Development, Consultative Selling, Customer Education, HR Strategy, Financial Planning, Leadership, Certified Financial...
Education
University of Scranton
BS, Business Management
Bellevue University
MS, Organizational Performance
College of Financial Planning
CFP Certification Professional Education Program
Securities Industry Institute at the Wharton School
Executive Education, Securities Industry and Leadership
TD Ameritrade 2009 - Present
E*TRADE Financial 2006 - 2009
Huntington Beach Chamber 2002 - 2006
Charles Schwab 1999 - 2006
Franklin Templeton Investments 1986 - 1999
Dale Carnegie Training 1994 - 1995
Skills
Public Speaking, Past President of..., Graduate Assistant at..., Mutual Funds, Investments, Portfolio Management, Wealth Management, Trading, Fixed Income, ETFs, Series 7, Risk Management, Asset Allocation, Financial Planning, Financial Analysis, Compliance, Securities, Equities, Customer Relations, Banking, Series 63, Asset Management, Excel, Options, Analytics, Analysis, PowerPoint, Product Management, Retirement Planning, Outlook, Team Building, Insurance, Business Strategy, Salesforce.com, Customer Service, Estate Planning, Alternative Investments, Market Research, Strategic Planning, Business Analysis, Financial Reporting, Marketing Strategy, Bonds, Finance, Series 24, Wealth Management..., Investment Advisory, FINRA, Uniform Combined State..., Strategic Financial...
Education
Boston University 2013 — 2015
CFP Certification, Financial Planning and Services
St. Mary's College of California 2010 — 2011
Masters of Business Administration, Business
San Jose State University 1987 — 1992
BS, Management
Cañada College 1982 — 1985
AA, Associate Arts
San Carlos High School
BlackRock March 2013 - Present
State Street February 2008 - September 2012
E*TRADE Financial April 2007 - February 2008
VanDerMoolen Specialists USA February 2000 - January 2007
Lyden, Dolan & Nick, LLC - NYSE Specialists September 1996 - February 2000
Skills
Series 7, Series 63, Financial Services, Financial Risk, Mutual Funds, Trading, Investments, Series 24, Portfolio Management, Uniform Combined State..., Strategic Financial..., Equities, Alternative Investments, Fixed Income, Mortgage Lending, Asset Allocation, Loans, Hedge Funds, Investment Strategies, Credit, Bloomberg, Bonds, Derivatives, Bloomberg Terminal, FX Options, Securities, Settlement, Back Office, Trading Strategies, Financial Markets, Options, Trading Systems
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
N.Y.U. School of Continuing Education, Financial Markets
Bay State College
Bachelor's Degree, Business Administration/Management, 3.5
Northeastern University
Business Administration and Management, General
Big Lots October 2012 - Present
Big Lots Stores, Inc March 2012 - October 2012
Big Lots Stores, Inc September 2009 - March 2011
Weltman, Weinberg & Reis February 2008 - January 2009
E*TRADE Financial November 2006 - January 2008
E*TRADE Financial March 2004 - November 2006
Spherion for E*TRADE Financial January 2004 - March 2004
Radiant Systems September 2002 - January 2004
Nordson Corporation June 2000 - July 2002
Wesley Health Services February 2000 - June 2000
Skills
Recruiting, Interviews, Human Resources, PeopleSoft, Hiring, Applicant Tracking..., Training, Temporary Placement, New Hire Orientations, Talent Acquisition, Microsoft Excel, Employee Relations, Personnel Management, Deferred Compensation, Onboarding, Management, Microsoft Word, Job Descriptions, SDLC, Background Checks, Sourcing, Full-life Cycle..., Temporary Staffing, Succession Planning, Workforce Planning, Performance Management, Oracle HR, College Recruiting, Talent Management, Internet Recruiting, SAP HR, HRIS, Taleo
Education
Bowling Green State University 1994 — 1998
BSBA, Business Administration, Human Resouces
RGP March 2014 - Present
E*TRADE Financial January 2013 - March 2014
Fitzgerald Analytics, Inc. November 2011 - February 2014
Resources Global Professionals April 2012 - October 2012
Deutsche Bank January 2006 - October 2011
Deutsche Bank January 2005 - December 2005
Deutsche Bank January 2003 - March 2004
Deutsche Bank June 2000 - January 2003
Deutsche Bank 1999 - June 2000
Bankers Trust/Deutsche Bank 1998 - 1999
Skills
Data Analysis, Data Governance, Operational Risk..., Enterprise Risk..., Risk Management, Basel II, Basel III, Living Will, Business Analysis, Process Flow..., Strategic Thinking, Data Mining, Information..., Business Intelligence, Text Analytics, Mentoring, Entrepreneurship, Marketing, Social Media Marketing
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1994
MSF, Finance
Boston University - School of Management 1984 — 1988
BS/BA, Management Information Systems (MIS)
New England Conservatory of Music 1983 — 1984
NEC Preparatory School
FCE Entertainment January 2005 - Present
Sweet Auburn Music Fest 2011 - 2012
Wachovia, A Wells Fargo Company February 2008 - March 2010
Avis Budget Group January 2007 - January 2008
E*TRADE Financial January 2006 - January 2007
Skills
Events Organizing, Marketing Communications, Product Marketing, Customer Service, Marketing, Strategic Planning, Outlook, Social Media, Program Management, New Business Development, Account Management, Negotiation, Events Organisation, Leadership, Music, Business Strategy, Market Research, Project Management, Event Planning, Entrepreneurship, Operations Management, Nonprofits, Start-ups, Public Speaking, Budgets, Volunteer Management, Online Advertising, Social Networking, Business Planning, Corporate Communications, Public Relations, Social Media Marketing, Leadership Development, Festivals, Sales, Strategy, Analysis, Advertising, Management Consulting, Business Development, Online Marketing, Strategic Communications, Team Building, Fundraising, Media Relations, Email Marketing, Team Leadership, Event Management, Customer Satisfaction, Contract Negotiation
Education
Berea College 2001 — 2005
B.S., Business Management/ Finance
Berea College
MA Insurance Advisor January 2014 - Present
Generation Wealth & Investments June 2011 - Present
Bank of America July 2006 - February 2009
E*Trade Financial January 2005 - July 2006
Buff Capital Management September 2000 - December 2004
U.S. Coast Guard July 1999 - July 1999
Skills
Bloomberg, VBA, Portfolio Management, Wealth Management, Investment Management, Access, Finance, SQL, Financial Modeling, Valuation, Mandarin, Corporate Finance, Business Strategy, Financial Analysis, Private Equity
Education
Hong Kong University of Science and Technology - School of Business and Management 2009 — 2011
Masters of Business Administration
Peking University 2010 — 2010
Masters of Business Administration
College of Financial Planning 2002 — 2004
Certified Financial Planner (CFP®) Certification
Boston University - School of Management 1999 — 2002
Bachelor of Science
EY August 2015 - Present
EY June 2014 - August 2014
Self-Employed October 2010 - May 2014
Avatar Securities, LLC October 2008 - October 2010
Ameriprise Financial Services, Inc. January 2006 - October 2008
E*TRADE Financial May 2000 - May 2005
Skills
Mandarin, Bloomberg, Valuation, Equities, Financial Modeling, Equity Research, Fixed Income, Series 7, Trading, Financial Risk, Securities, Alternative Investments, Hedge Funds, Capital Markets, Finance
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2015
University of Rochester 1996 — 2000
Bachelor of Arts (B.A.), Economics
E*TRADE Financial 2013 - Present
W2O Group 2013 - 2013
W2O Group 2011 - 2013
Teleflora 2008 - 2010
Forrester Research 2008 - 2008
Education
Northwestern University
Master's Degree
Boston University
Bachelor's Degree
AdvisorShares December 2009 - Present
Digital Insight, an Intuit Company March 2007 - December 2009
E*TRADE Financial August 2006 - March 2007
JPMorgan Chase December 2004 - August 2006
Fidelity Investments August 1993 - September 2003
Skills
ETFs, Product Management, Investment Strategies, Mutual Funds, Financial Services, Asset Managment, Portfolio Management, Asset Management, Business Analysis, Series 7, Wealth Management, Investments, Cross-functional Team..., Equities, Investment Advisory, Asset Allocation, Investment Management, Financial Advisory, Relationship Management, Financial Markets, FINRA, Fixed Income, Alternative Investments, Business Development, Management, Retirement Planning, Securities, Investor Relations
Education
UCLA 2011 — 2016
Certificate, Creative Writing in Fiction
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2004
MBA, Marketing
JPMorgan Chase August 2012 - Present
JCM Consulting Group January 1990 - Present
JCM Consulting Group January 1990 - Present
E*TRADE Financial August 2011 - June 2012
Computer ciences Corp February 2010 - March 2011
Global Financial Services 2008 - 2009
Wells Fargo Advisors 2008 - 2009
Fannie Mae May 2006 - June 2007
various June 1988 - April 2006
ADP 2006 - 2006
Skills
Bonds, Fixed Income, Capital Markets, Banking, Investments, Finance, Business Process, Executive Management, Financial Statements, Analysis, Data Warehousing, General Ledger, Financial Accounting, Cd, Business Analysis, Portfolio Management, Securities, Business Requirements, Equities, Back Office, Mutual Funds, Options, Accounting, Bloomberg, Financial Services, Software Documentation, Strategy, Financial Risk
Education
Baruch College, City University of New York
Bachelors Degree; BBA, Business Administration; International Finance/Marketing
City University of New York-Baruch College - Zicklin School of Business
Bachelors of Business Administration, Finance
New York University School of Continuing Education
Certificate, Banking and Finance
Capital One August 2009 - Present
E*TRADE Financial January 2012 - April 2012
Harvard University July 2009 - August 2009
Capital One November 2008 - June 2009
Goldman Sachs September 2006 - November 2008
Capitalone August 2004 - August 2006
Texas Instruments March 2003 - August 2004
GE Cards Services August 2002 - February 2003
Cypress Semiconductor May 2001 - July 2002
Read Write Inc January 2001 - April 2001
Education
Bangalore University 1993 — 1997
St Pauls High School
St. Peters Central Public School
FOLIOfn Investments, Inc. January 2005 - Present
Folio Research, LLC November 2012 - Present
E*TRADE Financial January 2000 - January 2004
Nissan North America October 1994 - December 1999
Skills
Compliance, AML, KYC, Series 7, Series 63, Series 24, OFAC, Banking, Due Diligence, Financial Services
Education
University of Phoenix 2005 — 2008
Bachelor of Science, Business Management
Austin Peay State University 1990 — 1992
Roche November 2012 - Present
E*TRADE Financial October 2006 - June 2012
Skills
Trading, Operations Management, Operational Risk..., Project Management, Global Operations, Electronic Trading, Operational Efficiency, Fixed Income, Options, Options Strategies, Securities Fraud, Cost Benefit, SAP, Investments, Risk Management, Equities, Series 7, Securities
Education
Indiana University - Kelley School of Business 2013 — 2015
M.B.A., Business
Ball State University - College of Business 2002 — 2006
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Harry D Jacobs
E*TRADE Financial 2015 - Present
E*TRADE Financial 2012 - 2015
FactSet 2008 - 2012
JPMorgan Private Bank 2007 - 2008
Skills
Investments, Product Management, Financial Markets, Market Data, Product Development, Electronic Trading, Cross-functional Team..., Investment Advisory, Investment Strategies, Team Building, Sales Presentations, Trading Systems, Direct Sales, Financial Technology, Talent Management, Business Analysis, Cross-cultural Training, Management, Talent Development, Investment Products, Mentoring, Agile Methodologies, Scrum
Education
Baruch College
Bachelor's Degree, Finance
GER Architectural Manufacturing, Inc. November 2014 - Present
Nathan Horowicz Antiques June 2004 - October 2013
E*TRADE Financial October 2010 - April 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Outlook, Sales, Investments, Department Budgeting, Financial Analysis
Education
Baruch College 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Ivane Javahišvilis Sakhelobis Tbilisis Sakhelmtsipo Universiteti 1999 — 2003
Economics, Organization and Management of Foreign Economic Activities
Root3 Growth Marketing April 2014 - Present
CCO Healthcare Partners, LLC January 2009 - March 2014
Knox & Cook May 2008 - January 2009
mediaSPECTACLE May 2001 - November 2008
First Business Morning News June 2003 - May 2008
Weigel Broadcasting January 2003 - May 2008
WebFN June 2001 - June 2003
CLTV News January 2000 - June 2003
Chicago Tribune Media Group January 1998 - June 2003
E*TRADE Financial 2000 - 2003
Skills
Digital Strategy, SEO, CRM, Healthcare, Analytics, Marketing, Social Media, Advertising, Radio, Direct Marketing, Management Consulting, Public Relations, Management, Final Cut Pro, Storytelling, Marketing Strategy, Public Speaking, News Writing, Video Production, Media Relations, Strategic Planning, PPC, Digital Marketing, New Media, Integrated Marketing, Social Media Marketing, Creative Direction
Education
Augustana College 1988 — 1992
BA, Communications, Sociology
Raytheon September 2012 - Present
Rearden Commerce March 2011 - September 2012
E*TRADE Financial 2003 - March 2011
Citigate Cunningham 2000 - 2003
Weber Shandwick 1998 - 2000
The Marino Organization 1997 - 1998
Juvenile Diabetes Research Foundation 1995 - 1997
Skills
Crisis Communications, Writing, Social Media, Corporate Communications, Public Speaking, Public Relations, Media Relations, Strategic Communications, Internal Communications, Analyst Relations, Social Media Marketing, Blogging, Copywriting, Marketing, Integrated Marketing, Press Releases, Management, Strategic Planning
Education
Boston College 1991 — 1995
BA, Communications
E*TRADE Financial 2011 - 2015
JPMorgan Chase 2007 - 2010
JPMorgan Chase November 2004 - September 2007
Nordstrom 2001 - 2004
Skills
CRM, Management, Leadership, Analysis, Access, Banking, Business Analysis, Finance, Financial Analysis, Financial Services, Portfolio Management, Process Improvement, Securities, Training
Education
Berkeley College
Bachelor of Science, Management
Berkeley College
Bachelor of Business Administration Degree, Business Management
E*TRADE Financial March 2013 - Present
E*TRADE Financial December 2010 - March 2013
Pioneer Financial Group January 2010 - May 2010
Skills
Excel, Microsoft Office, PowerPoint, Word, Administration, Planning, Scheduling, Social Media, Microsoft Excel, Sales, Recruiting, Management, Banking, Analysis, Time Management, Customer Service, Marketing, Finance, Microsoft Word, Project Planning, Social Media Marketing, Social Networking
Education
University of Rhode Island - College of Business Administration 2006 — 2010
Bachelor of Arts (B.A.), Finance
Bond University 2009 — 2009
CHWP EXPOS March 2013 - Present
Bottom Line Recoveries February 2002 - March 2013
E*TRADE Financial August 1994 - February 2002
Skills
Financial Analysis, Management, Customer Service, Strategic Planning, New Business Development, Project Management, Team Building, Account Management, Marketing, Event Planning, Leadership, Contract Negotiation, Coaching, Marketing Strategy, Business Development, Project Planning, Team Leadership, Expos, Coordinating Events, Corporate Events, Advertising, Nonprofits, Health Fairs, Talent Acquisition
Education
North Idaho College 1990 — 1991
Accounting and Finance
Spokane Falls Community College 1988 — 1990
Bus Administration, Finance
Big Bend Community College 1988 — 1988
Buisness Administration
Liberty High School 1985 — 1988
Diploma and Honor Roll Student
West IP Communications March 2013 - Present
USAN March 2012 - Present
BJC HealthCare October 2010 - February 2012
E*TRADE FINANCIAL October 2006 - October 2010
Southeast Georgia Health System June 2003 - October 2006
Brown & Williamson Tobacco 1982 - 2000
Skills
Project Management, Process Improvement, Program Management, PMP, Telecommunications, Vendor Management, Management
Education
Perry High School 1973 — 1975
Boston University
Project Management
Macon College
AS, Information Systems
Macon State College
BS, Business & IT Management
Cognizant Technology Solutions November 2011 - Present
E*TRADE Financial 2008 - 2012
Education
Bharathidasan University 1999 — 2003
Federal Street Advisors September 2014 - Present
Jades Consulting May 2013 - August 2014
Adviser Investments March 2011 - April 2013
Kobren Insight Management April 1990 - March 2011
E*TRADE Financial December 2005 - February 2011
Fidelity Investments September 1983 - June 1985
Skills
Wealth Management, Investments, Management, ETFs, Alternative Investments, Equities, Portfolio Management, Asset Management, Mutual Funds, Hedge Funds, Sales, Financial Services, Trading, Retirement, Mergers & Acquisitions, Defined Benefit
Education
Babson College 1985 — 1987
MBA, Finance
University of Vermont 1979 — 1983
BA, Political Science and Government
Needham High School
Needham High School
Needham High School
US Small Business Administration May 2009 - Present
Wachovia Small Business Capital September 2005 - September 2008
US Small Business Administration October 2004 - July 2005
E*TRADE Financial July 2002 - March 2003
Travelers Insurance and Tower Square Securities, Inc. 1995 - 2002
Tower Square Securities, Inc. 1995 - 1998
H.C. Wainwright & Co., Inc. 1994 - 1995
Commonwealth of Massachusetts 1991 - 1994
John Hancock 1989 - 1991
NASD (now FINRA) 1982 - 1989
Skills
Loans, Program Management, Management, Litigation, Securities, Legal Writing, Corporate Governance, Licensing, Credit, Financial Risk, Portfolio Management, Investments, Asset Management, Small Business, Financial Services
Education
Suffolk University Law School 1985 — 1989
JD
Boston University
B.L.S.
University of Chicago Booth School of Business September 2014 - Present
NERA Economic Consulting January 2012 - July 2014
NERA Economic Consulting July 2010 - December 2011
NERA Economic Consulting July 2009 - June 2010
NERA Economic Consulting July 2008 - June 2009
E*TRADE Financial September 2007 - December 2007
E*TRADE Financial June 2007 - August 2007
Barnard College April 2007 - August 2007
New Milford Hospital Foundation June 2006 - August 2006
New Milford Hospital Foundation June 2005 - August 2005
Skills
Financial Analysis, Valuation, Data Analysis, Research, Microsoft Excel, VBA, Economics, Statistics, Microsoft Office, SAS, Financial Modeling, Quantitative Analytics, Analysis, Stata, Econometrics
Education
The University of Chicago Booth School of Business 2014 — 2016
Barnard College 2004 — 2008
Bachelor's degree, Economics and Mathematics
LPL Financial June 2015 - Present
LPL Financial May 2014 - June 2015
LPL Financial December 2013 - May 2014
E*TRADE Financial August 2013 - October 2013
U.S. Army National Guard April 2007 - April 2013
U.S. Department of Commerce, U.S. Embassy, Manila, Philippines May 2012 - September 2012
Acuity Specialty Products/ Zep Inc 2006 - 2009
Skills
International Relations, Qualitative Research, International Economics, Capital Markets, Public Speaking, Financial Markets, Series 99, Emerging Economies, Equities, Leadership, Mutual Funds, Bonds, Emerging Markets, Data Analysis, International Finance, Economic Development, International Trade, Mandarin, Diplomacy
Education
The University of Georgia 2010 — 2013
B.A. International Affairs; Geography
Beijing Language and Culture University 2011 — 2011
Certificate In Chinese Mandarin, Chinese Studies & Culture
Georgia Perimeter College
Associate of Arts (A.A.), Foreign Languages and Literatures, General
University of North Carolina at Charlotte
Continuing Education - Relevant Courses, Economics/Finance
OVIA- Oswego Valley Insurance Agency April 2010 - Present
United Way of Greater Oswego County 2015 - 2015
JADAK LLC May 2005 - January 2010
Alliance Bank, NA May 2003 - November 2004
E*TRADE Financial 1999 - 2003
Skills
Sales Management, Series 7, Bonds, Risk Management, New Business Development, Series 63, Mutual Funds, Account Management, Portfolio Management, Insurance, Underwriting, Direct Sales
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 1997
MBA, Entrepreneurship
Ithaca College 1992 — 1996
BS, Finance
E*TRADE Financial October 2013 - Present
Bank of America Merrill Lynch July 2006 - September 2013
Allied North America 2004 - 2006
Skills
Trading, Equities, Investment Banking, Capital Markets, E-commerce, Series 7, Process Improvement, Insurance, Product Management, Digital Strategy, Operations Management, Business Metrics, Alpha Capture, Technology Change..., Investments
Education
Boston College 2000 — 2004
BS, Business Administration
BeyondU Sports June 2011 - Present
iB-LIEVE, LLC June 2007 - Present
Kunal Enterprises LLC. May 2007 - Present
Varsha Enterprises LLC. December 2003 - Present
E*TRADE Financial June 2003 - August 2005
Skills
Financial Analysis, Product Development, Market Research, Customer Relations, Strategic Planning, Online Content Creation, Sports Writing, Social Entrepreneurship, Entrepreneur, Business Development, Direct Sales
Education
Boston College 1999 — 2003
BS, Finance, Philosophy
Copenhagen Business School 2002 — 2002
PayPal August 2014 - Present
PayPal, an eBay Company 2007 - Present
PayPal December 2007 - September 2014
eBay/PayPal December 2007 - April 2012
E*TRADE Financial February 2007 - December 2007
Headstrong May 2006 - February 2007
Infosys February 2006 - May 2006
GCI July 2004 - February 2006
iNautix Technologies November 2003 - July 2004
HCL Technologies September 2000 - October 2003
Education
Bharathidasan University 2001 — 2003
M.S, Information Technology
Algeco Scotsman Group June 2013 - Present
Strategic Tax Services LLC August 2012 - Present
First Solar October 2008 - July 2012
E*TRADE Financial 2004 - 2008
PricewaterhouseCoopers 1990 - 2004
Arthur Andersen & CO 1987 - 1989
Skills
SEC filings, Corporate Tax, CPA, International Tax, Tax, Sarbanes-Oxley Act, Tax Accounting, GAAP, Income Tax, US GAAP, Tax Advisory, Internal Controls, Transfer Pricing, Sarbanes-Oxley, Financial Analysis, Management, Financial Reporting, Due Diligence, Mergers & Acquisitions, SEC Filings, Accounting, Tax Research, VAT, State Tax
Education
Bentley University 1991 — 1994
MST, Tax
Southern Methodist University - Cox School of Business 1984 — 1987
bba, accounting
Cape Elizabeth High School 1978 — 1982
waynflete 1976 — 1982
E*TRADE Financial Corporation September 2015 - Present
E*TRADE Financial March 2014 - September 2015
Piedmont Healthcare February 2011 - February 2014
Piedmont Healthcare February 2011 - December 2011
Anthelio Healthcare Solutions April 2006 - January 2011
Skills
VMware ESX, VMware, Citrix, Active Directory, Servers, Virtualization, Windows Server, Windows 7, DNS, vSphere, VMware Infrastructure, Microsoft Certified..., Network Administration, Disaster Recovery, Network Security, VPN, Troubleshooting, Storage Area Networks, System Administration, Cisco Routers, Cisco Technologies, Firewalls, VMware vSphere, Datacenter..., VDI, Cloud Computing, Storage, CCNA, VCAP, VCP, Cisco UCS, Powershell, IaaS, Linux System..., Cisco Certified, Cisco Nexus, VMware vSphere 5, VMware vSphere 5.1, VMware vSphere 4.1, EMC Storage, PowerCLI, VMware View, vCenter Server, VMware SRM, VMware Workstation, VCA, vCloud, SAN
Education
Michigan State University 1997 — 2009
Baker College of Flint 2004 — 2007
Silver Management Group, Inc October 2014 - Present
IPC Systems, Inc. June 2014 - September 2014
UBS Wealth Management September 2013 - November 2013
E*TRADE Financial May 2011 - August 2013
E*TRADE Financial November 2010 - May 2011
Marriott International July 2005 - October 2010
Mendonca & Suarez October 2009 - April 2010
Skills
Series 99, Risk Management..., Microsoft Excel, Microsoft Office, Outlook, PowerPoint, Analysis, Securities, Financial Services, DTCC - CBRS, Customer Service, Risk Management, Banking, Financial Analysis, Accounting, Business Analysis, Equities
Education
Montclair State University 2008 — 2010
B.S., Accounting
Bergen Community College 2006 — 2008
A.S., Accounting
dylannolfi.com Line Producer/Post-producerJohn McNeil StudioAugust 2014 - March 2015
Animation Mentor September 2011 - July 2014
*ontheflyfilms 2003 - December 2010
Swirl 2009 - 2010
ideo 2003 - 2004
E*TRADE Financial 2002 - 2003
AVTS 1992 - 1996
Creative Technology 1993 - 1995
Skills
Video, Final Cut Pro, Video Editing, Editing, Film, Video Production, Post Production, Camera Operating, Motion Graphics, Feature Films, Storytelling, Creative Campaign..., Broadcast, Animation, Camera, Short Films, Content Distribution..., Business Strategy, Marketing Communications, Leadership, Pro Tools, Camera Operator, Television, After Effects, Flash, Photoshop, Digital Media, Videography, Camera Operation, Commercials, Film Production, Production Management, Entertainment, Creative Direction, Documentaries, HD Video, Adobe Creative Suite
Education
Bard College 1996 — 1998
Coursework towards Master of Arts, Film-Video
Hampshire College 1988 — 1991
Bachelor of Arts, Communications and cognitive science
New York Life Insurance Company January 2010 - December 2014
New York Life Investment Management LLC October 2001 - December 2009
E*TRADE Financial April 2000 - September 2001
United Asset Management May 1997 - March 2000
Bankers Trust Company July 1978 - September 1996
Skills
Mutual Funds, Pensions, 401k, Business Strategy, Employee Benefits, Financial Services, Human Resources, IRAs, Investments, Management, Retirement, Retirement Planning, Series 7, Life Insurance, Asset Allocation, Asset Management
Education
Brown University 1972 — 1976
AB, Biomedical Sciences
Babson College
Master of Business Administration (M.B.A.), Finance, Operations Research
E*TRADE Financial September 2013 - Present
TD Bank March 2013 - September 2013
A Custom Coach Limousine July 2011 - March 2012
Valley National Bank January 2009 - December 2011
RadioShack December 2007 - May 2008
RadioShack January 2007 - December 2007
Skills
Financial Services, Retail Banking, Customer Service, Sales, Microsoft Office, QuickBooks, Banking, Credit, Finance
Education
Bergen Community College 2008 — 2009
None, Undecided
InThrees Ltd September 2014 - Present
E*TRADE Financial July 2013 - June 2014
BlackRock August 2012 - July 2013
Siegel+Gale September 2011 - August 2012
Deloitte Services LLP April 2010 - September 2011
Oliver Wyman January 2004 - January 2009
Guardian Life Insurance February 2001 - December 2003
Zurich Financial Services August 1996 - April 2000
Associated Press October 1994 - August 1996
Skills
Public Relations, Marketing Strategy, Strategy, Brand Management, Media Relations, Leadership, Marketing Communications, Marketing, Advertising, Strategic Brand..., Strategic Brand..., Brand Architecture, Digital Marketing, Brand Measurement, Financial Services, Employee Engagement, Analytics, Positioning, Market Research, Thought Leadership, Business Development, Integrated Marketing, Management, Social Media, Online Advertising
Education
Baylor University 1990 — 1994
BS, Marketing & Merchandising
Rental Beast September 2015 - Present
Greenview Capital Group, LLC April 2015 - Present
P&G Homes, LLC May 2012 - Present
Fiind Properties, LLC April 2013 - Present
Tramontina USA June 2008 - March 2013
Apex Endurance Sports, LLC 2010 - 2013
Etrade Financial May 2007 - June 2008
Presbyterian School 2007 - 2008
Ameriprise Financial Services, Inc. 2005 - 2006
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Real Estate, Valuation, Risk Management, Strategic Planning, Real Estate Investor, Real Estate Transactions, Contract Negotiation, Due Diligence, Commercial Real Estate, Negotiation, Investors, Residential Homes, Sellers, Single Family Homes, Sales, Investments, Management, Finance, Investment Properties, Leadership, Entrepreneurship, Marketing, Asset Management, Real Estate Development, Private Equity, Real Estate Economics, Venture Capital, Team Building, Real Estate Financing, Strategy, Business Strategy, New Business Development
Education
Jones Graduate School of Business, Rice University 2008 — 2010
MBA
Austin College 2001 — 2005
Bachelor of Arts (B.A.), Double Major in Economics and Business, 3.6
UBS August 2015 - Present
E*TRADE Financial January 2014 - August 2015
E*TRADE Financial August 2012 - December 2013
E*TRADE Financial June 2011 - August 2012
Skills
Access, Social Media, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint
Education
Bloomsburg University of Pennsylvania 2007 — 2010
Bachelor of Science, Business Administration Management
E*TRADE Financial Corporation July 2014 - Present
E*TRADE Financial June 2012 - July 2014
SanovaWorks July 2011 - June 2012
Bluewolf January 2010 - July 2011
Bluewolf August 2009 - January 2010
Cephalon May 2007 - August 2007
Cephalon May 2006 - August 2006
Skills
Salesforce.com, Microsoft Office, Google Analytics, Google Adwords, Advertising, Marketing Strategy, Web Development, JavaScript, jQuery, HTML 5, Mobile and Responsive..., MacOS, CSS3, Dreamweaver, Adhesion, Alfresco, Marketing Communications, Sales Operations, Web Analytics, Market Research, CRM, Marketing, Strategy, Product Marketing, User Experience, Social Media, Web Design, Brand Management, Media Planning
Education
Bentley University 2005 — 2009
B.S, Marketing
Copenhagen Business School 2008 — 2008
B.S, Marketing, Communications
Haverford
The Hun School
American Wealth Advisors November 2007 - Present
E*TRADE Financial March 2006 - August 2007
BNY Mellon June 2004 - January 2006
Morgan Stanley March 2002 - June 2004
Fidelity Investments March 1994 - January 2002
STVA Corp June 1984 - March 1994
Coopers & Lybrand 1981 - 1984
Skills
Wealth Management, Financial Services, Financial Advisory, Insurance, Asset Allocation, Fixed Income, Estate Planning, Capital Markets, Finance, Hedge Funds, Alternative Investments, Financial Analysis, Investments, Wealth, Equities, Investment Advisory, Wealth Management..., Investment Strategies, Asset Management, Retirement, ETFs, Investment Management, Securities, Retirement Planning, Series 63, FINRA, Portfolio Management, Series 7, 401k, Strategic Financial..., Options, Bonds, Mutual Funds, Financial Planners, Financial Markets, Bloomberg, Series 24, Derivatives, Equity Research, Stocks, Private Equity, Trading, Investment Banking, Uniform Combined State..., Equity Trading, IRAs, Separately Managed..., Valuation, Fixed Annuities, Financial Planning
Education
Bentley University 1975 — 1979
BS, Accounting
Abington High
CEB June 2014 - Present
RJ Reynolds March 2010 - June 2014
GLM Solutions May 2009 - October 2009
Gap Inc. November 2007 - May 2009
E*TRADE Financial May 2008 - August 2008
Skills
Sales, Business Analysis, Account Management, Market Research, Business Development, Marketing, Training, Management, Microsoft Excel, Marketing Strategy, Competitive Analysis, Customer Service, Strategic Planning, New Business Development, Business Strategy, Sales Operations, Digital Marketing, PowerPoint, Microsoft Office, Contract Negotiation, Sales Management, Advertising, Event Management, Interviews, Marketing Research, Social Media, Negotiation, Public Relations, Social Media Marketing, Procurement, Global Sourcing, Supply Chain, S&OP implementation, Salesforce.com, Operations Management
Education
Saint Louis University 2005 — 2009
BA, International Business
Bond University 2007 — 2007
International Business
Stanford University October 2014 - Present
E*TRADE Financial November 2013 - October 2014
Apple May 2013 - October 2013
Cisco 2008 - April 2013
Align Technology 2007 - July 2008
Health Net November 1997 - October 2007
Skills
Tomcat, Subversion, jQuery, JavaScript, MySQL, XML, Git, Ant, JSP, Eclipse, Java, JSON, HTML 5, CSS, Web Applications, Agile Methodologies, HTML5, Software Development, REST
Education
Berklee College of Music 1988 — 1991
Bachelor of Arts (BA), Professional Music - Bass guitar, cum laude
MSC Industrial Supply September 2013 - Present
Kaiser Permanente September 2012 - September 2013
E*TRADE Financial June 2011 - September 2012
UBS Financial Services Inc April 2008 - April 2010
RR Donnelley 2010 - 2010
Bank of Nashville June 2005 - May 2008
U.S. Bank July 2003 - June 2005
U.S. Bank July 2000 - June 2002
Skills
Equity Compensation, Salesforce.com, Equity Edge & Equity..., Project Management, Training & Development, B2B, Customer Service, Client Services, Student Recruitment, Operations, Transcentive, PeopleSoft, PowerPoint, Microsoft Office, Microsoft Word, Six Sigma White Belt..., Process Improvement, Financial Services, Relationship Management, Banking
Education
Bethel University 2010 — 2013
Master's degree, Business Administration
Tennessee State University
Bachelor's of Science, Economics
Piedmont Healthcare June 2014 - Present
Atlanta Housing Authority July 2013 - February 2014
E*TRADE Financial May 2011 - May 2013
United Way of Salt Lake October 2009 - January 2011
EnergySolutions 2007 - 2009
DaimlerChrysler September 1999 - December 2005
Skills
Administrative..., Event Planning, Fundraising, Outlook, Budgets, Microsoft Excel, System Administration, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Process Scheduler, Research, Event Management, Public Speaking, Leadership, Employee Relations, Training, Team Building, Organizational..., Human Resources, Administration, Recruiting, Time Management, Administrative...
Education
Columbia College 2012 — 2016
Human Resources Management and Services
Baker College Business and Corporate Services 2002 — 2005
Human Resources Management
Olivet Nazarene University
MetLife January 2014 - Present
COUNTRY Financial® January 2012 - December 2013
Colonial Life November 2011 - January 2012
Harvard Risk Management 2011 - 2012
E*TRADE Financial October 2000 - February 2011
E*TRADE Financial October 2000 - February 2011
E*TRADE Financial October 2000 - February 2011
E*TRADE Financial October 2000 - February 2011
E*TRADE Financial October 2000 - February 2011
Tenet Health Systems January 1998 - January 2000
Education
Tampa College 1990 — 1992
MBA, International Business
Austin Peay State University 1988 — 1989
BBA, Marketing
Pantheon Ventures July 2014 - Present
PIMCO September 2012 - July 2014
E*TRADE Financial October 2011 - August 2012
E*TRADE Financial February 2010 - October 2011
E*TRADE Financial October 2008 - January 2010
MetLife October 2006 - September 2008
MetLife September 2005 - October 2006
Various Member Firms of the New York Stock Exchange 1998 - 2005
Skills
FINRA, Securities, Trading, Finance, Investments, Series 24, AML, Compliance, Due Diligence
Education
Boston College 2001 — 2005
Bachelor of Science, Finance
Monsignor Farrell High School 1997 — 2001
Cox Media Group December 2014 - Present
Ernst & Young September 2012 - December 2014
French Wolf & Farr November 2009 - April 2012
E*TRADE Financial May 2009 - November 2009
Commonwealth Bank & Trust July 2006 - May 2009
Commonwealth Bank & Trust Company November 2005 - July 2006
Skills
Investments, Banking, Financial Analysis, Accounting, Financial Accounting, General Ledger
Education
Georgia State University - J. Mack Robinson College of Business 2011 — 2012
MPA, Master of Accountancy
Bellarmine University 2006 — 2008
MBA, Master of Business Administration
Western Kentucky University 2001 — 2005
BA, Bachelor of Arts Degree in Broadcast Journalism
Small Government Contractor November 2013 - Present
E*TRADE Financial November 2007 - February 2013
KBR, Inc./ HALLIBURTON 2004 - 2007
Comtech 2003 - 2004
McBride Enterprise Solutions, Inc. April 1998 - July 2003
Bilkent University 1996 - 1998
Skills
Accounting, Microsoft Excel, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Process Improvement, Training, Accounts Payable, Account Reconciliation, Business Analysis, Management, Risk Management, ERP, Financial Accounting, Leadership, Analysis, Forecasting, Hyperion Enterprise, Auditing, Financial Statements, Business Intelligence, Team Leadership, Managerial Finance, Access, Internal Audit, Business Process..., Variance Analysis, Finance, Cash Flow
Education
Bowie State University 1991 — 1993
Bachelor’s Degree, Mathematics
Middle East Technical University 1984 — 1989
Bachelor of Science (BS), Mathematics
National Instruments Tax Examining TechnicianDepartment of the TreasuryJanuary 2010 - May 2010
StanCorp Financial Group Inc March 2009 - July 2009
E*TRADE Financial September 2007 - August 2008
Atlanta Journal-Constitution June 2007 - August 2007
Skills
Analysis, Banking, Investments, Strategic Planning, Accounting, Series 7, Public Speaking, Training, Sales, Recruiting, Tax, Financial Services, Customer Service, Management, Event Planning, Microsoft Office, Microsoft Excel, PowerPoint, Leadership, Research
Education
Austin Community College 2013 — 2014
Associate of Applied Science, Computer Programming Software Testing Specialization
Morehouse College 2003 — 2007
B.A., Economics
Bessemer Trust August 2015 - Present
Tangoe October 2012 - August 2015
TD Wealth Management January 2010 - May 2010
E*TRADE Financial February 2008 - July 2009
Fordham Financial Management August 2007 - February 2008
Blockbuster inc January 2000 - January 2005
Skills
Leadership, Human Resources, Microsoft Excel, Training, Banking, Marketing, Software Documentation, Time Management, Microsoft Word, Accounting, Retail, Financial Services, Process Improvement, Customer Service, Business Analysis, Account Management
Education
Bloomsburg University of Pennsylvania 2003 — 2007
Bachelor of Science, Finance and Marketing
Staples September 2014 - Present
Fidelity Capital Markets October 2008 - September 2014
PMI MassBay Chapter February 2008 - June 2012
Fidelity Investments June 2008 - October 2008
Brown Brothers Harriman February 2008 - June 2008
Ecspan.com January 1999 - January 2008
Fidelity Investments August 2007 - December 2007
E*Trade Financial January 2005 - August 2007
Putnam Investments June 2000 - November 2004
Citizens Bank May 1999 - June 2000
Skills
PMP, Mutual Funds, Securities, Financial Services, Investments, Risk Management, Equities, Trading Systems, Program Management, SDLC, Business Analysis, Project Management, Finance, Visio, Agile Methodologies, Software Project..., Requirements Analysis, Requirements Gathering
Education
Boston University 2010 — 2013
MS CIS, IT Project Management
Merrimack College 2000 — 2004
Certified Financial Planning
Suffolk University - Sawyer Business School 1997 — 2000
BSBA, Finance
Defense Language Institute 1990 — 1991
German
Malden Catholic HS 1985 — 1989
E*Trade Financial May 2015 - Present
Plateau Software, Inc. September 2014 - May 2015
The Washington Center April 2014 - August 2014
Independent August 2011 - August 2014
Aon Hewitt June 2012 - April 2013
Wake Forest University July 2011 - December 2012
Wake Forest University Human Resources Office January 2012 - March 2012
United States Senate May 2010 - July 2011
United States Senate February 2010 - May 2010
Office of Undergraduate Admissions, Tufts University September 2009 - May 2010
Skills
Recruiting, Talent Acquisition, Human Resources, Strategy, Management, Onboarding, Talent Management, Taleo, Employee Engagement, New Hire Orientations, Project Management, SPSS, Management Consulting, Sourcing, CRM, Digital Interviewing, Deploy, Benefits Administration
Education
Wake Forest University School of Business
Masters of Arts, Management
Babson College
(Non-degree program), Babson Business Edge: Entrepreneurship
Tufts University
Bachelors of Arts, English
Seterus (IBM) 2013 - Present
Freddie Mac 2010 - 2013
Fiserv Lending Solutions 2006 - 2010
Fannie Mae November 2005 - March 2006
E*TRADE Financial July 2004 - August 2005
Industrial Bank May 1999 - July 2004
Skills
Banking, SDLC, Financial Analysis, Process Improvement, Management, Mortgage Lending, Risk Management, Program Management, Project Management, Business Analysis, Strategic Planning, Loans, Loan Servicing, Investor Reporting, UAT coordination, Master Servicing, Account Reconciliation, MBS securitazation, Loan Origination, Loss Mitigation, Training, Default Management, Microsoft SQL Server, Visio, SharePoint, Microsoft Office, Vendor Management, Portfolio Management, Leadership, Analysis, Credit, Business Process..., Finance, Financial Services, Financial Modeling, Access, Accounting, Default
Education
Bowie State University
Accounting
Amalga Systems June 2014 - Present
Centre Consulting, Inc. 2013 - 2013
DateNight February 2011 - December 2011
E*TRADE Financial March 2010 - February 2011
E*TRADE February 2007 - May 2010
AOL March 2005 - February 2007
Booz Allen Hamilton January 2004 - January 2005
Sun Microsystems July 2000 - January 2004
ALPHATECH, Inc. October 1996 - July 2000
Hill Holliday 1996 - 1996
Skills
Program Management, Cross-functional Team..., PMP, Quality Assurance, Process Improvement, Risk Management, Management, Project Management, Software Project..., Change Management, IT Operations, SOA, Business Strategy, Business Analysis, Team Leadership, Unix, Leadership, Analysis, Software Development, Vendor Management, Microsoft Office, Security, Data Center, Strategic Planning, Financial Analysis, Operational Efficiency, Quantitative Analytics, Technology..., Social Media, Proposal Management, SEO, P&L Management, Multi-site Management, Process Management, Budget Management, New Business Development, Competitive Analysis, Negotiation, Customer Relations, Customer Acquisition, Quantitative Analysis, Vendor Relations, Account Management, SEM, Creative Problem Solving, Collaboration Solutions, Social Media Marketing
Education
University of Virginia - Darden Graduate School of Business Administration 2010 — 2012
MBA, General Managment
Brandeis University 1992 — 1996
BA, Latin American Studies and History
Bank of the West April 2015 - Present
Visa March 2013 - March 2015
E*TRADE Financial September 2006 - March 2013
Charles Schwab, CenterStone and Others June 2006 - August 2006
CTB/McGraw Hill March 2004 - January 2006
Global Automation Inc. May 1995 - March 2004
Tata Unisys Ltd. June 1986 - April 1995
Skills
Software Project..., SDLC, Agile Methodologies, Vendor Management, Business Analysis, Requirements Gathering, Enterprise Architecture, E-commerce, SOA, Web Applications, Unix, PMP, Software Development, Web Services, Agile Project Management, Project Management, Strategy, Mobile Devices, Requirements Analysis, IT Strategy, Management, Project Planning
Education
Birla Institute of Technology and Science
MscTech, Computer Science
Kendriya Vidyalaya
First Republic Bank February 2014 - Present
Thomson Reuters June 2011 - January 2014
Citi September 2009 - May 2011
Citi April 2008 - August 2009
Protiviti July 2007 - March 2008
GE Infrastructure 2006 - 2006
Etrade Financial May 2000 - June 2005
Skills
Business Analysis, Product Management, Financial Services, Project Management, Analytics, Internet Strategy, Wealth Management, User Experience, Agile Project Management, SDLC, Project Planning, Data Analysis, Digital Marketing, Cross-functional Team..., Program Management, Agile Methodologies, Financial Analysis, Mobile Devices, Marketing Strategy, Product Development, Business Requirements, Entrepreneurship, Business Intelligence, Competitive Analysis, Vendor Management, CRM, Strategy, Business Process..., Strategic Partnerships, Requirements Gathering, Risk Management, SaaS, Process Improvement, IT Strategy, Requirements Analysis, Software Project..., Project Portfolio..., Business Strategy, Analysis, SharePoint, Team Management
Education
State University of New York at Buffalo 2005 — 2007
MBA, Management Consulting, Information Technology
Baruch College, City University of New York (CUNY) 1999 — 2003
BBA, Finance
Valley IT Support, Inc August 2006 - Present
E*TRADE March 2003 - August 2006
E*TRADE Financial February 2000 - March 2003
E*TRADE Financial February 1999 - February 2000
Cooperative Personnel Services June 1998 - February 1999
Delta Environmental Consultants, Inc March 1995 - June 1998
Fugro West, Inc. / Aegis Environmental Consultants August 1991 - March 1995
Pepper Kittredge Exploration March 1984 - August 1991
GULF OIL 1980 - 1984
Skills
Desktop Support, VPN, Troubleshooting, Active Directory, Problem Solving, Windows, Operating Systems, TCP/IP, Outlook, Word, Excel, Microsoft Excel, Technical Support, Kerio Control, Windows Server, Disaster Recovery, Software Installation, Networking, Hardware, Help Desk Support, Access, Network Design, Process Improvement, Project Management, System Administration, Security, Data Center, Firewalls, Servers, Microsoft Word
Education
California State University, Fresno 1978 — 1980
BS, Geology
Bakersfield College 1973 — 1978
Transfered, Geology
AT&T Mobility June 2009 - Present
AT&T Mobility January 2005 - May 2009
AT&T Mobility January 2002 - December 2004
BEA Systems December 2000 - November 2001
BEA Systems June 2000 - November 2000
E*TRADE Financial May 1999 - May 2000
Tata Infotech 1997 - 1999
Skills
Weblogic, Enterprise Architecture, Integration, Project Management, Architectures, SDLC, Telecommunications, Architecture, Application Architecture, Scrum, Oracle, Management, SOA, Enterprise Software
Education
B. M. S. College of Engineering
B.E. in Telecommunications, Electronics, Telecommunications and computer Science
Carmel High School
High School, English, Science, Mathematics
Uptron School of Computer Academy
Diploma in Information Technology, Computer Science
MUFG Americas June 2014 - Present
Cognizant Technology Solutions December 2005 - May 2014
Ventura Foods December 2012 - November 2013
SEPHORA May 2012 - October 2012
E*TRADE Financial March 2007 - April 2012
Siemens Healthcare March 2005 - December 2005
Misys Banking Systems September 2000 - March 2005
Kindle Systems Pvt Ltd September 2000 - June 2003
Skills
SDLC, Quality Assurance, Agile Methodologies, Software Project..., Software Quality..., Quality Center, Requirements Analysis, Software Development, Test Management, Test Planning, Requirements Gathering, Unix, Perl, SQL, Wealth Management, Fixed Income, Mutual Funds, Investment Portfolio, ERP, Leadership, Web Services, Testing, Visio, Process Improvement, Onsite-Offshore model
Education
Bangalore University
Masters in Computer Applications, Computer Science
Bangalore University
Bachelors in Electronics, Electronics
Cisco June 2015 - Present
Cognizant Technology Solutions July 2010 - Present
E*TRADE Financial June 2012 - May 2015
eBay Inc July 2010 - April 2012
Symantec August 2009 - June 2010
Yodlee October 2008 - February 2009
Symantec September 2007 - September 2008
eMids Technologies October 2006 - June 2007
GE Healthcare July 2005 - October 2006
Ranal July 2004 - July 2005
Skills
Agile Methodologies, Business Analysis, Requirements Analysis, SDLC, Software Project..., Software Development, Agile Project Management, Scrum, Program Management, Project Management, Java, PMP, Vendor Management
Education
PMP-Project Management Institute 2008 — 2008
PMP
Birla Institute of Technology and Science 1998 — 2000
Masters of Engineering, Software Systems
Birla Institute of Technology and Science, Pilani 1992 — 1996
BNP Paribas February 2014 - Present
UBS Investment Bank May 2013 - October 2013
RBC May 2012 - May 2013
Morgan Stanley April 2011 - April 2012
Etrade Financial July 2006 - April 2011
Deutsche Bank 2009 - 2009
Susquehana international group February 2005 - July 2006
UNX July 2003 - February 2005
Prudential Financial April 2000 - July 2003
Revlon 2000 - 2001
Skills
Trading Systems, SDLC, Business Analysis, Equities, Market Data, Electronic Trading, Project Management, Requirements Analysis, Vendor Management, Software Project..., Requirements Gathering, User Acceptance Testing, Agile Methodologies, Project Delivery, Visio, Options, Integration, Investment Banking, Equity Trading, Agile Project Management
Education
Montclair State University 1993 — 1996
B.S, Biochemistry
Bergen Community College 1991 — 1993
A.S., Biology
Indian embassy School
Department of Health & Mental Hygiene January 2015 - Present
Crane & Co. June 2013 - September 2013
E*TRADE Financial April 2011 - March 2013
Manpower Inc. May 2010 - March 2011
Visiting Nurse Service of New York September 2009 - January 2010
Pfizer January 1997 - December 2008
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Lotus Notes, PeopleSoft, Crystal Reports, ERP, Executive Office..., Outlook, Access, Visio, Video Conferencing, Training, Project Management, Program Management, Process Improvement, Microsoft Word, Vendor Management, Human Resources, Teamwork, Quality Assurance, Software Documentation, Leadership, Management, Manufacturing, Strategic Planning, Budgets, Project Planning, Time Management, Finance, Customer Service, Business Development, Employee Relations, SAP
Education
Berkeley College 2007 — 2010
BA, Business Administration
Match.com July 2006 - Present
IndyMac Bank/Financial Freedom Senior Funding April 2003 - July 2006
E*TRADE Financial June 2000 - November 2002
First Union/Wachovia October 1995 - June 2000
The Chase Manhattan Bank August 1991 - October 1995
Education
Brandeis University 1980 — 1983
BA, History
Etrade Financial Senior Financial Service RepE*TRADE Financial2004 - Present
Education
Georgia College and State University 2000 — 2004
MBA, Finance
Baylor University
E*TRADE Financial March 2006 - Present
E*trade Financial June 2007 - May 2008
E*TRADE Financial April 2006 - July 2007
Windstream Communications June 2003 - March 2006
Skills
Salesforce.com, Research, Retail, Financial Analysis, Financial Services, Credit, Sales, Options, Asset Managment, Series 63, Series 7, Investments
Education
Augusta State University 1996 — 2001
BA, Music
Augusta State University 1996 — 2001
Bachelor of Arts (B.A.), music/communications
KACE December 2013 - Present
Etrade Financial April 2009 - December 2013
Calypso technology Inc 2008 - 2009
Wind River 2000 - 2005
HP India pvt ltd 1999 - 2000
Skills
Testing, Quality Assurance, Ruby, Java, C, Enterprise Software, Selenium Testing, Test Automation, Agile Testing, Agile Methodolgy, Agile & Waterfall..., Web Testing, Team Leadership, Agile Methodologies, PHP, Selenium, Selenium WebDriver, Software Development
Education
Bharathidasan University 1993 — 1996
Master's degree, Computer Applications
AICPA October 2006 - Present
E*TRADE Financial 2005 - 2006
AT&T 2002 - 2005
PwC 1999 - 2001
Skills
SEC filings, GAAP, US GAAP, Internal Controls, General Ledger, Auditing, Sarbanes-Oxley Act, Process Improvement, Internal Audit, Accounting, Financial Reporting, CPA, IFRS, Financial Accounting, External Audit, Enterprise Risk..., Tax Accounting, Financial Statements, Tax, IT Audit
Education
Bowling Green State University 1995 — 1999
Bachelor of Science (BS), Accounting
E*trade Financial June 2000 - Present
Harbinger Corporation 1996 - 2000
KnowledgeWare 1992 - 1996
Skills
Agile Methodologies, Java, SOA, SDLC, Sybase, Perl, Enterprise Architecture, Software Development, Hibernate, Requirements Analysis, Scrum, Java Enterprise Edition, Software Engineering, SaaS, Product Management, Software Project..., Cloud Computing, Unix, Data Warehousing, Spring, Web Services, Analytics, Oracle, SQL, Enterprise Software, IT Strategy, Business Analysis, REST, Databases, XML, Business Intelligence, Agile Project Management, SOAP, Tomcat, Salesforce.com..., Salesforce.com...
Education
East Stroudsburg University of Pennsylvania 1989 — 1992
Bharati Vidyapeeth 1984 — 1988
E*TRADE Clearing, LLC October 2009 - Present
E*TRADE Financial May 2007 - November 2009
Etrade Financial October 2006 - May 2007
TD Waterhouse May 2005 - September 2006
Oppenheimer & Co. September 2003 - May 2005
Skills
Securities, Call Centers, Training, Management, Outsourcing, Series 24, Financial Services, Series 7, Series 63, Risk Management, FINRA, Mutual Funds, Fixed Income, Equities, Back Office, Wealth Management
Education
Baruch College, City University of New York (CUNY) 1999 — 2001
Mount Saint Michael Academy 1991 — 1995
Mount Saint Michael Academy
Community Access Unlimited December 2012 - Present
E*TRADE Financial November 2010 - February 2012
Somerset Medical Center March 2008 - September 2009
Reliant Pharmaceuticals/GlaxoSmithKline November 2005 - March 2008
Skills
Microsoft Excel, Pivot Tables, Data Validation, Goal Seek, Solver, Charts or Pivots Charts, Conditional Formatting, Hlookups, Vlookups, Countifs, Subtotal, Averageifs, Macros, Crystal Reports, Lawson, Prophix Report Writer, Sierra Exchange, Vlookup, Payroll, Accounting, Fixed Assets, Movex, Macro, Bank Reconciliation, Outlook
Education
Berkeley College 2001 — 2005
BA, Accounting
E*TRADE Financial Corporation May 2014 - Present
E*TRADE Financial July 2009 - Present
E*TRADE Financial November 2007 - Present
GENPACT September 2006 - November 2007
GE Capital International Services June 2003 - September 2006
ITTI LTD 2001 - 2003
Skills
Vendor Management, Data Warehousing, Solution Architecture, Analytics, Management, Business Intelligence, Business Analysis, Leadership, SDLC, Business Process..., Program Management, Data Modeling, ERP, Enterprise Software, Resource Management, Enterprise Architecture, IT Strategy, CRM, PMP, SaaS, Agile Methodologies, Project Portfolio..., Cloud Computing, Requirements Analysis, Outsourcing, Software Project..., Software Documentation, Business Process, Requirements Gathering, Team Leadership, PMO, Agile Project Management, Pre-sales, ETL
Education
Bangalore University
Lehman Brothers 2005 - 2006
Navigant Consulting 2005 - 2005
E*TRADE Financial 2004 - 2005
Blackman Kallick 2002 - 2004
td waterhouse 2000 - 2001
Education
Benedictine University 1995 — 1998
E*Trade Financial 2008 - Present
Morgan Stanley January 2005 - January 2008
Morgan Stanley January 2002 - January 2005
Morgan Stanley January 1999 - January 2002
Skills
Mutual Funds, 401k, Business Analysis, Investments, Marketing, Management, Retirement Planning, Retirement, Account Management, CRM
Education
Bloomfield College
E*TRADE Financial April 2008 - Present
Education
Boston University - School of Management
Corporate Finance
BP Integrated Supply and Trading (IST) March 2010 - Present
Comerica Bank August 2007 - March 2010
Fort Bend ISD January 2007 - May 2007
Figleaves.com January 2006 - December 2006
United States Army Reserve April 2004 - August 2005
New York City Council 2003 - 2003
E*TRADE Financial 2001 - 2003
US Army March 1997 - January 2001
Skills
Credit, Loans, Commodity Markets, Commodity, Options, Risk Management, Commercial Lending, Financial Analysis, Financial Modeling, Portfolio Management, Trading, Corporate Finance, Credit Risk, Financial Risk, Finance, Underwriting, Credit Analysis, Banking, Derivatives, Valuation
Education
The University of Texas at Austin 1990 — 1995
Bachelor of Arts, Economics
Baruch College, City University of New York (CUNY)
LPL Finanical February 2014 - Present
LPL Finanical May 2011 - February 2014
UBS Financial Services, Inc. 2009 - May 2011
UBS INVESTMENT CENTER July 2008 - January 2009
E*TRADE Financial April 2007 - May 2008
E*TRADE FINANCIAL November 2006 - April 2007
E*TRADE Financial March 2006 - November 2006
Skills
Series 7, FINRA, Mutual Funds, Securities, Finance, Securities Regulation, Series 24, Financial Services, Wealth Management, Series 63, Uniform Combined State...
Education
City University of New York-Baruch College 1980 — 1983
Bachelor of Business Administration (BBA), Marketing Research
E*TRADE Financial March 2006 - Present
Skills
Process Improvement, Insurance, Banking, Quality Assurance, Financial Services, Speech Analytics, Data Analysis, SQL, Microsoft Office, NICE Call Recording, DB2, Crystal Reports, Business Objects, Series 24, Series 7, Series 63, Customer Satisfaction, Business Intelligence, Teaching, Salesforce.com, Databases, Business Analysis, Call Centers, Customer Service, Training, Team Building, Analysis, Requirements Gathering
Education
Brandeis University 1991 — 1995
BA
Brooklyn Technical HS 1988 — 1991
HSBC July 2013 - Present
Self Employed October 2006 - June 2013
Motus Financial 2007 - 2007
E*TRADE Financial May 2003 - September 2006
Speer and Associates 2000 - 2002
Partners First 1998 - 2000
Partners First Holdings 1998 - 2000
Household International 1988 - 1998
Household International 1988 - 1998
The Associates 1984 - 1988
Skills
Credit Risk, Credit Cards, Credit, Risk Management, Financial Analysis, Compliance, Consumer Lending, Retail Banking, Banking, Financial Risk, Portfolio Management, Commercial Lending, Loans, AML, Underwriting, Commercial Banking, Due Diligence, Corporate Finance, Executive Management, Cash Management, Capital Markets, Investments, Securities, Credit Analysis, Budgets, Process Improvement, Investment Banking, Financial Services, Mortgage Lending, Auditing, Wealth Management, Financial Modeling, Mutual Funds, Analysis, Financial Institutions, Strategic Financial..., Operational Risk, Asset Management, Equities, Derivatives, Management, Payments, Fraud, Financial Markets, Relationship Management, Finance, Treasury Management, Enterprise Risk..., Trading, Fixed Income
Education
Boston University 2013 — 2013
Certificate, Financial Planning
Dallas Baptist University 1982 — 1984
MBA, Corporate Finance
University of Geneva 1979 — 1982
JD, Maritime Law
Ethnikon kai Kapodistriakon Panepistimion Athinon 1975 — 1979
BS, Economics
CapTech Ventures, Inc April 2015 - Present
Experian Marketing Services October 2012 - Present
E*TRADE Financial February 2014 - April 2015
Epsilon September 2012 - October 2012
Epsilon March 2012 - October 2012
Epsilon February 2011 - August 2012
Epsilon January 2010 - December 2011
Epsilon June 2008 - January 2010
RBC Dain Rauscher May 2007 - September 2007
State Street Bank May 2006 - September 2006
Skills
Microsoft Office, PMP, Project Management, Quality Assurance, Process Improvement, Software Project..., Database Marketing, Market Research, Email Marketing, Multi-channel Marketing, Business Development, Leadership, Marketing, Management, Online Marketing, Product Management, Requirements Gathering, Social Media, Digital Marketing
Education
Boston College 2004 — 2008
B.S., Finance and Marketing
University of Melbourne - Melbourne Business School 2006 — 2006
Study Abroad
Citi October 2012 - March 2013
Prudential Financial September 2011 - September 2012
BNY Mellon January 2011 - August 2011
Accenture November 2009 - December 2010
Citi January 2008 - May 2009
Societe Generale America Operations January 2007 - December 2007
AIG July 2006 - December 2006
CheckFree Investment Services January 2006 - June 2006
Fidelity Investments January 2005 - December 2005
E*TRADE Financial January 2004 - December 2004
Skills
Investment Banking, Portfolio Management, Wealth Management, Requirements Gathering, Project Management, BRD, RIA, Access, Visio, Equities, Capital Markets, Derivatives, Financial Services, Banking, Business Analysis, Trading Systems, Financial Markets, Options, Insurance, Previously held Series..., FRD, Use Case, System..., Clearance & Settlement..., ARIS Business Process..., Microsoft SQL Server, Financial Firms Front,...
Education
Golden Gate University 2010 — 2015
MS, Taxation
Boston University 2004 — 2004
CMFS, Certified Mutual Fund Specialist
Manhattan College 1998 — 2000
MBA, Finance and Financial Management Services
Manhattan College 1991 — 1994
B.S., Finance and Economic
Laguardia Community College 1988 — 1990
Associate of Arts and Sciences (A.A.S.), Mathematics
E*TRADE Financial February 2012 - Present
Skills
AML, Equities, Anti Money Laundering, Securities, Series 24, Series 7, Series 63, Financial Services, Risk Management, KYC, Due Diligence, Trading Systems, Trading, Operational Risk, Portfolio Management, Banking, Options
Education
Baruch College, City University of New York (CUNY) 2003 — 2004
MS
Bryn Mawr College 1984 — 1988
BA
Amazon 2012 - Present
Cognizant 1999 - August 2012
Cognizant Technology Solutions December 1998 - August 2012
Thrivent Financial for Lutherans 2009 - 2009
Etrade Financial 2005 - 2008
PeopleSoft 2004 - 2005
Skills
Data Warehousing, SDLC, Informatica, ETL, Program Management, Software Project..., Requirements Analysis, Business Intelligence, Requirements Gathering, Solution Architecture, Data Modeling, Business Objects, DB2, Enterprise Architecture, Data Integration, Business Analysis
Education
Birla Institute of Technology and Science, Pilani 2000 — 2002
MS, Software Engineering
Department of Housing and Urban Development (HUD) October 2013 - Present
Metropolitan Washington Airports Authority June 2012 - September 2013
US Securities and Exchange Commission October 2011 - May 2012
E*TRADE Financial June 2011 - September 2011
Booz Allen Hamilton May 2010 - May 2011
IBM August 2004 - April 2010
Business Transformation Agency 2009 - 2010
BearingPoint May 2000 - July 2004
American Red Cross 1998 - 1999
Education
Bangalore University
Bachlors of Commerce & Accounting
International High School
Barclays Capital April 2011 - Present
E*TRADE Financial April 2009 - March 2011
Lehman Brothers February 2007 - September 2008
Bear Stearns October 1999 - February 2007
CIT November 1997 - October 1999
Skills
Forecasting, Finance, Budgets, Accounting, Analysis, Equities, Account Reconciliation
Education
Binghamton University - School of Management 1993 — 1997
B.S., Finance
IPC Systems, Inc. August 2013 - October 2014
E*TRADE Financial 2012 - 2013
Education
Binghamton University 2006 — 2010
Bachelor of Arts, Psychology
Fairleigh Dickinson University 2012 — 2012
Human Resources Management
E*TRADE Financial Corporation September 2015 - Present
Royal Bank of Canada Wealth Management June 2010 - April 2015
J.P. Morgan March 2008 - June 2010
Bear Stearns January 2007 - March 2008
E*TRADE Financial February 2006 - December 2006
Harrisdirect LLC February 2004 - January 2006
PC Financial Network (a division of Pershing LLC) / DLJdirect LLC / CSFBdirect LLC July 1993 - February 2004
Skills
Series 7, FINRA, Investments, Securities, Financial Services, Management, Equities, Series 63, Trading, Fixed Income, Series 24, Mutual Funds, Hedge Funds, Alternative Investments, Capital Markets, Options, Asset Management, Portfolio Management, Derivatives, Risk Management, Customer Service, Ablity to manage..., Detail-oriented, driven..., ability to work..., Strong work ethic, Trade Compliance, Regulatory Compliance, Compliance Oversight, KYC, CIP, Anti, Surveillance
Education
Saint Peter's University 2000 — 2003
Master of Business Administration (MBA), Finance & International Business
Boston College 1989 — 1993
Bachelor of Science (BS), Marketing
Schumacher Group January 2013 - Present
Fiserv May 2008 - January 2013
E*TRADE Financial September 2006 - April 2008
Whole Foods Market September 2002 - August 2006
Skills
Financial Analysis, Accounting, Hyperion Enterprise, Financial Reporting, Financial Modeling, Business Analysis, Access, Finance, Analysis, Budgets, Sarbanes-Oxley Act, Strategic Financial..., Process Improvement, Revenue Recognition, Forecasting, PeopleSoft, QuickBooks, Internal Controls
Education
Georgia State University - J. Mack Robinson College of Business 1998 — 2000
MBA, Finance
Beijing Technology and Business University
Bachelor of Business Administration (BBA), Accounting
Cannabis Hemp Exchange September 2014 - Present
Razorfish June 2013 - September 2014
DOOR3 Business Applications July 2012 - June 2013
E*TRADE Financial June 2011 - July 2012
Chiron Business Solutions December 2008 - May 2011
CommercialDeals.com November 2006 - December 2008
Campus Habitat October 2005 - October 2006
Goldman Sachs July 2005 - October 2005
Skills
Project Management, Business Analysis, Entrepreneurship, Product Management, Requirements Gathering, Agile & Waterfall..., Mobile Applications, Business Rules, Data Modeling, GUI, Leadership, Finance, Mobile Devices, Business Development, Portfolio Management, Due Diligence, Equities, Fixed Income, Analysis, SDLC, Strategic Planning, Consulting, Software Development, Hedge Funds
Education
Chiron Training Center (IIBA endorsed) 2008 — 2008
IT Business Analysis
State University of New York at Binghamton 2001 — 2005
BS Management, Finance, Marketing
James Madison High School in Brooklyn, NY 1997 — 2001
SunTrust Bank October 2013 - Present
E*TRADE Financial July 2009 - October 2013
Capital Bank Maryland September 2008 - July 2009
PNC Bank September 2006 - September 2008
Citibank March 2001 - September 2006
Citicorp Investment Services November 1999 - March 2001
District Court of Maryland March 1993 - October 1999
A.N. Pearson & Company 1995 - 1999
Prince Georges County Police Dept 1984 - 1990
Skills
•20 years of sales and..., •20 years of community..., •Effective Leadership..., •Business development..., •Relationship..., •DeNovo Branch Manager, •Financial Center..., Business Development, Banking, Leadership, Loans, CRM, Investments, Strategy, Small Business, Nonprofits, Mortgage Lending, Risk Management, Sales, Credit, Finance, Marketing, Program Management, Financial Services, Insurance, Marketing Strategy, Management, Relationship Management, Executive Management, Financial Analysis, Community Development, Strategic Planning, Commercial Lending, Portfolio Management, Training, Consumer Lending, Analysis, Small Business Lending, Credit Analysis
Education
Bowie State University 1981 — 1990
Accounting, Business Administration
E*TRADE Financial January 2011 - Present
Raymond James November 2009 - January 2011
Goldman Sachs 1985 - November 2008
Skills
Securities Lending, Product Control, Money Market, Financial Services, Risk Management, Operational Risk, Settlement, Capital Markets, Corporate Actions, Fixed Income, Collateral Management, Middle Office, Equities, Client Services, Prime Brokerage, Bloomberg, Hedge Funds
Education
Baruch College, City University of New York (CUNY)
Accounting
City University of New York-Herbert H. Lehman College
BA, Accounting
City of Cupertino December 2011 - Present
E*TRADE Financial August 2009 - August 2011
Sun Microsystems February 2008 - December 2008
Tata Consultancy Services January 1995 - June 1999
Skills
Hibernate, XML, Tomcat, Maven, AJAX, JSON, Java, Unix, Distributed Systems
Education
San Jose State University 2005 — 2008
MS, Software Engineering
Birla Institute of Technology and Science, Pilani 1990 — 1994
BE, EEE
JetBlue Airways April 2014 - Present
oneworld Management Company, DBA oneworld Alliance April 2013 - March 2014
American Airlines June 2012 - April 2013
American Airlines July 2011 - July 2012
American Airlines July 2010 - July 2011
Babson College September 2008 - September 2010
E*TRADE Financial July 2006 - September 2008
HBO June 2004 - June 2006
Skills
Financial Modeling, Forecasting, Budgeting, New Business Development, Marketing Strategy, Strategic Planning, Strategy Development, Budgets, Strategy, Marketing, Product Management, Negotiation, Product Development, Competitive Analysis, Team Building, Business Analysis, Marketing Communications, Program Management, Operations Management, Business Strategy, Management, CRM
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2010
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Ecole supérieure de Commerce de Reims 2002 — 2004
BSIB, International Business
Northeastern University 1999 — 2004
BSIB, International Business and French
Milton Hershey
Milton Hershey
LegalShield, Independent Associate January 2012 - Present
ETrade Financial June 2004 - February 2009
ETrade Financial 2004 - 2009
ETrade Financial 2000 - 2009
ATD 2002 - 2004
Chicago Securities Group 1999 - 2004
Billings and Company 1997 - 1999
Rock Island Securities 1989 - 1997
Skills
Securities, Trading, Equity Trading, Financial Risk, Series 7, Mutual Funds, Options, Investments, FINRA
Education
Saint Xavier University 1987 — 1989
Business Administration
Bradley University 1980 — 1983
Business Administration
Fidelity Investments 2013 - Present
E*TRADE Financial 2011 - 2013
E*TRADE Financial 2008 - 2011
Fidelity Investments 2006 - 2008
Education
Emory University - Goizueta Business School 2011 — 2014
Master of Business Administration (MBA)
Bentley University
Bachelor of Science (BS)
E*TRADE Financial March 2014 - Present
SunTrust Bank March 2011 - September 2013
SunTrust Bank March 2005 - February 2011
SunTrust Bank March 2005 - June 2008
SunTrust Bank October 2000 - February 2005
Crestar Mortgage (subsequently SunTrust Mortgage) December 1998 - September 2000
Crestar Bank (subsequently SunTrust) August 1997 - December 1998
Crestar Bank August 1994 - July 1997
Crestar Bank September 1989 - July 1994
Skills
Loans, Banking, Strategy, Credit, Small Business Lending, Risk Management, Portfolio Management, Credit Analysis, Mortgage Banking, Mortgage Lending, Commercial Banking, Commercial Lending, Leadership, Consumer Lending, Credit Risk, Lines Of Credit
Education
Averett University
MBA
North Carolina State University
BA, Business Management and Economics
E*TRADE Financial June 2008 - Present
Skills
Series 7, Mutual Funds
Education
Augusta State University - College of Business Administration 1997 — 2002
Bachelor/Master, Biology and Business Adminstration
Fannie Mae 2010 - Present
AOL June 2008 - December 2009
ETrade Financial October 2006 - June 2008
Dell Perot Systems November 1999 - May 2003
AT&T 1998 - 1999
Skills
Spring, Servlets, XML, SOAP, Struts, Design Patterns, Hibernate, AJAX, JavaScript, Software Development
Education
Bharathidasan University 1993 — 1996
M.C.A, Computer Science
Bharathidasan University 1990 — 1993
BSc, Computer Science
E*TRADE Financial April 2011 - Present
Concert Wealth Management, Inc. June 2009 - April 2011
Wells Fargo Advisors June 2005 - June 2009
Morgan Stanley Smith Barney June 1994 - June 2005
Skills
Retirement Planning, Investments, Mutual Funds, Series 7, Strategic Financial..., Retirement, Fixed Annuities, Securities, Equities, Financial Analysis, Series 63, Wealth Management, Banking, Credit, Insurance, Portfolio Management, Finance, Fixed Income, Investment Management, Wealth, Asset Management, Investment Strategies, Investment Advisory, Alternative Investments, Financial Advisory, Risk Management, Analysis, Asset Allocation, Financial Services, Capital Markets, Estate Planning, Bonds, 401k, Hedge Funds, Relationship Management
Education
Bowdoin College 1969 — 1973
Bachelor of Arts (B.A.), Liberal Arts and Sciences
Aegis Capital July 2014 - Present
Aegis Capital August 2012 - July 2014
Joseph Gunnar & Co, LLC April 2010 - August 2012
Assent Trading, LLC July 2009 - April 2010
E*TRADE Financial December 2008 - July 2009
Independent Registered Representative December 2007 - December 2008
Skills
Series 7, Portfolio Management, Equities, Mutual Funds, Wealth Management, Series 63, Private Equity, Risk Management, Investments, Asset Management, Fixed Income, Financial Analysis, Trading, Finance, Securities, Options, IPO, Hedge Funds, Capital Markets, Venture Capital, Equity Research, Investment Banking
Education
City University of New York-Baruch College - Zicklin School of Business
Economics and Physics
G1X Execution Services, LLC February 2014 - Present
Etrade Financial August 1995 - February 2014
Chicago Stock Exchange March 1994 - August 1995
Skills
Series 7, Equity Trading, Options, Series 63, Equities, Trading Systems, Electronic Trading, Securities, Trading Strategies, Proprietary Trading, Trading, ETFs, Market Making, FINRA, Financial Markets, Bloomberg
Education
Benedictine University 1989 — 1993
B.A., Finance
Booz Allen Hamilton June 2011 - Present
Lockheed Martin April 2009 - Present
LOCKHEED MARTIN CORPORATION April 2009 - Present
Fannie Mae January 2007 - January 2009
Fannie Mae November 2004 - January 2007
NATIONAL INSTITUTES OF HEALTH FCU September 2002 - November 2004
Fannie Mae March 2002 - September 2002
E*TRADE Financial December 2001 - March 2002
Freddie Mac June 2000 - December 2001
Freddie Mac September 1998 - June 2000
Skills
Analysis, Finance, Management, Portfolio Management, Process Improvement, Program Management, Risk Management, Project Management, Leadership, SharePoint, Business Analysis, Strategy
Education
Bowie State University
Bachelor of Science, Business Management and Marketing
Montgomery Community College
Montgomery Community College
Ladder Capital Corp May 2014 - Present
Park Manor Capital Partners December 2009 - June 2014
Stan Johnson Company August 2013 - May 2014
Compson Holding Corporation March 2006 - November 2009
E*TRADE Financial February 2002 - January 2007
Education
Babson College 1995 — 1999
Bachelor of Science (BS), Quantitative Methods and Finance/Investment
Self-Employed Sales RepresentativeDish NetworkJune 2011 - February 2013
Samsung Electronics December 2008 - April 2010
Chase Mellon July 2004 - July 2009
E*TRADE Financial April 2006 - May 2008
National Securities August 2004 - July 2006
Prudential Financial May 2000 - July 2004
Nextel Communications July 1999 - May 2000
Skills
Trading, Securities, Accounting, Cross-functional Team..., Marketing Strategy, Marketing, Process Improvement, Product Management, Strategic Planning, Inventory Management, Customer Service, Financial Analysis, Team Leadership, Teamwork, Sales Management, Sales, Direct Sales, Retail, Brand Development, Equities, Mutual Funds, Managerial Finance, Market Analysis, Microsoft Word, Microsoft Office, Culinary Skills
Education
Dover Business College 1992 — 1994
Medical, Medical/Clinical Assistant, College
Ramapo College of New Jersey 1990 — 1992
Liberal Arts, Liberal Arts and Sciences, General Studies and Humanities, College
Bergen Community College 1989 — 1990
Liberal Arts, Liberal Arts and Sciences, General Studies and Humanities
St. Mary- 1985 — 1989
Liberal Arts, Liberal Arts and Sciences/Liberal Studies
E*TRADE Financial January 2012 - Present
Vanderbilt University October 2001 - April 2009
Skills
Software Development, Java
Education
Middle Tennessee State University 1999 — 2002
Master, Computer Science
Beijing Normal University
Artech Information Systems May 2015 - Present
TPG Staffing, LLC May 2012 - Present
Forest Laboratories Inc. August 2011 - February 2012
E*TRADE Financial March 2011 - August 2011
Berkeley College 2008 - 2011
Cultech, Inc. USA May 2010 - June 2010
Kahn Lucas September 2009 - December 2009
Skills
Employee Relations, Human Resources, PowerPoint, Screening, Interviews, New Hire Orientations, Recruiting, Benefits Administration, Employment Verifications, Onboarding
Education
Berkeley College 2008 — 2011
Bachelor of Science Degree, Human Resource Management
Berkeley College 2008 — 2011
Bachelor of Applied Science (B.A.Sc.), Human Resources Management
Scottrade February 2008 - Present
Charles Schwab August 2007 - February 2008
E*TRADE Financial May 2005 - June 2007
JPMorgan Chase June 2000 - April 2005
Mobile Podiatrist December 1998 - April 2000
Skills
Mentoring, Human Sign Advertisement, Cost Analysis, Word, Writing, Typing, Team Leadership, Trading, Troubleshooting, Training & Development, Sales Support, Coaching, New Business Development, Small Business, Trade Facilitation, Options Strategies, Equity Derivatives, Presenter, Training Seminars, Educational Seminars, Cost Reduction, Business Analysis, Cost Benefit, Securities, Equity Trading, Financial Analysis, Financial Markets
Education
Bradley University 1987 — 1991
Bachelors of Science, Economics
Glenbrook North 1983 — 1987
High School Diploma, General Studies
E*TRADE Financial January 2009 - May 2010
United Online, Classmates 2004 - 2007
Education
Birla Institute of Technology and Science
B.E.(Hons), Computer Science
San Jose State University
Master of Science (MS), Computer Engineering
University of Georgia January 2014 - December 2014
Goodness Grows February 2012 - August 2013
E*TRADE Financial June 2006 - June 2007
Home Renovation October 2004 - November 2005
Electrolux Major Appliances February 1997 - September 2004
Skills
Forestry, Dendrology, Retail Nursery, Inventory Management, Human Resources, Customer Service, Investments, Horticulture
Education
The University of Georgia 2011 — 2014
Master's Degree, Forest Management/Forest Resources Management, Graduate
Augusta State University 1994 — 1997
Bachelor of Business Administration (BBA), Finance and Economics, Graduate
CreditSights January 2002 - Present
E*TRADE Financial September 1999 - December 2001
MasterCard August 1997 - August 1999
Wood Logan Companies (now part of John Hancock Financial Services) June 1992 - July 1997
Skills
Sales, Hedge Funds, Equities, Fixed Income, Bloomberg
Education
Boston University
Darien High School