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
Employee
Years
Job
Industry
Samar Nasiri CFP® Samar Nasiri CFP®'s E*TRADE Financial Experience January 2011 - October 2012
Job Sales Operations Manager at Sierra Investment Management
Industry Financial Services
Experience
Sierra Investment Management, Inc. September 2015 - Present
Vertical Capital Markets Group, LLC March 2013 - May 2015
Vertical Capital Markets Group, LLC April 2013 - September 2014
E*TRADE Financial January 2011 - October 2012
Fidelity Investments February 2009 - December 2010
Ameriprise Financial April 2008 - February 2009
Skills
Series 7, Portfolio Management, Sales, Risk Management, Marketing, Management, Wealth Management, Asset Allocation, High Net Worth..., Investments, Finance, Securities, Mutual Funds, Salesforce.com, CRM, Retirement Planning, Series 63, FINRA, Retirement, Insurance
Education
California State University-Fullerton 2003 — 2008
BA, Business Finance
Sierra Investment Management, Inc. September 2015 - Present
Vertical Capital Markets Group, LLC March 2013 - May 2015
Vertical Capital Markets Group, LLC April 2013 - September 2014
E*TRADE Financial January 2011 - October 2012
Fidelity Investments February 2009 - December 2010
Ameriprise Financial April 2008 - February 2009
Skills
Series 7, Portfolio Management, Sales, Risk Management, Marketing, Management, Wealth Management, Asset Allocation, High Net Worth..., Investments, Finance, Securities, Mutual Funds, Salesforce.com, CRM, Retirement Planning, Series 63, FINRA, Retirement, Insurance
Education
California State University-Fullerton 2003 — 2008
BA, Business Finance
Lysander Cuevas Lysander Cuevas's E*TRADE Financial Experience May 2000 - October 2006
Job Mortgage Lending / Neighborhood Council / Crisis Responder
Industry Real Estate
Experience
PennyMac July 2012 - Present
City of Los Angeles Mayor's Office October 2013 - Present
Sun Valley Area Neighborhood Council May 2013 - Present
Contractor for Promontory March 2012 - August 2012
Bank of America October 2006 - November 2010
E*TRADE Financial May 2000 - October 2006
Countrywide Mortgage Services May 1998 - May 2000
Skills
Mortgage Lending, Loans, Loan Origination, FHA, Credit, Underwriting, Risk Management, Loss Mitigation, Foreclosures, Asset Managment, Mortgage Banking, Financial Services, Refinance, Investors, Residential Mortgages, FHA financing, Mortgage Underwriting, Reverse Mortgages, VA loans
Education
California State University-Los Angeles 1992 — 1994
BS, Industrial Technology
Glendale Community College 1988 — 1990
AS, Professional Pilot
PennyMac July 2012 - Present
City of Los Angeles Mayor's Office October 2013 - Present
Sun Valley Area Neighborhood Council May 2013 - Present
Contractor for Promontory March 2012 - August 2012
Bank of America October 2006 - November 2010
E*TRADE Financial May 2000 - October 2006
Countrywide Mortgage Services May 1998 - May 2000
Skills
Mortgage Lending, Loans, Loan Origination, FHA, Credit, Underwriting, Risk Management, Loss Mitigation, Foreclosures, Asset Managment, Mortgage Banking, Financial Services, Refinance, Investors, Residential Mortgages, FHA financing, Mortgage Underwriting, Reverse Mortgages, VA loans
Education
California State University-Los Angeles 1992 — 1994
BS, Industrial Technology
Glendale Community College 1988 — 1990
AS, Professional Pilot
Bob Palfreyman Bob Palfreyman's E*TRADE Financial Experience August 2013 - Present
Job Platinum Relationship Manager at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial August 2013 - Present
BYU-Idaho December 2013 - Present
University of Phoenix March 2009 - Present
E*TRADE Financial January 2013 - August 2013
TD Ameritrade March 2004 - November 2012
Tracy Unified School District August 2001 - June 2002
Charles Schwab August 2000 - June 2001
Skills
Financial Analysis, Trading, Finance, Management, Investments, Microsoft Office, Strategic Planning, Access, Microsoft Excel, Financial Markets, Coaching, Spanish, Project Management, SAP, Java, SQL, Oracle, Goldmine, Quicken, XBRL, Quickbooks, Great Plains Software
Education
Weber State University 2009 — 2012
Masters of Accounting
Weber State University 2002 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management
Utah Valley University 2005 — 2007
Bachelor of Science (B.S.), Accounting
Brigham Young University 1996 — 2000
Bachelor of Arts (B.A.), Spanish Language and Literature
E*TRADE Financial August 2013 - Present
BYU-Idaho December 2013 - Present
University of Phoenix March 2009 - Present
E*TRADE Financial January 2013 - August 2013
TD Ameritrade March 2004 - November 2012
Tracy Unified School District August 2001 - June 2002
Charles Schwab August 2000 - June 2001
Skills
Financial Analysis, Trading, Finance, Management, Investments, Microsoft Office, Strategic Planning, Access, Microsoft Excel, Financial Markets, Coaching, Spanish, Project Management, SAP, Java, SQL, Oracle, Goldmine, Quicken, XBRL, Quickbooks, Great Plains Software
Education
Weber State University 2009 — 2012
Masters of Accounting
Weber State University 2002 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management
Utah Valley University 2005 — 2007
Bachelor of Science (B.S.), Accounting
Brigham Young University 1996 — 2000
Bachelor of Arts (B.A.), Spanish Language and Literature
Evan Palsson Evan Palsson's E*TRADE Financial Experience December 2011 - March 2013
Job Web Developer
Industry Computer Software
Experience
U.S. Army Reserve October 2010 - Present
Royal Bank of Scotland April 2013 - January 2015
E*TRADE Financial December 2011 - March 2013
Brigham Young University June 2005 - January 2008
Morgan Stanley Smith Barney May 2007 - July 2007
Skills
AngularJS, JavaScript, Node.js, MongoDB, Firebase, Github, HTML5, CSS, Financial Analysis, Microsoft Excel, Microsoft Office, Customer Service, Process Improvement, Research, Teamwork, Public Speaking, System Administration, OS X, Marketing, jQuery, AJAX, MEAN-Stack
Education
DevMountain 2015 — 2015
Web Development
Brigham Young University 2005 — 2009
Business Management, Finance
The American School in Japan 2000 — 2002
HS Diploma, General Education
U.S. Army Reserve October 2010 - Present
Royal Bank of Scotland April 2013 - January 2015
E*TRADE Financial December 2011 - March 2013
Brigham Young University June 2005 - January 2008
Morgan Stanley Smith Barney May 2007 - July 2007
Skills
AngularJS, JavaScript, Node.js, MongoDB, Firebase, Github, HTML5, CSS, Financial Analysis, Microsoft Excel, Microsoft Office, Customer Service, Process Improvement, Research, Teamwork, Public Speaking, System Administration, OS X, Marketing, jQuery, AJAX, MEAN-Stack
Education
DevMountain 2015 — 2015
Web Development
Brigham Young University 2005 — 2009
Business Management, Finance
The American School in Japan 2000 — 2002
HS Diploma, General Education
Preston Atamanczyk Preston Atamanczyk's E*TRADE Financial Experience 2006 - 2009
Job Youth Soccer Coach
Industry Sports
Experience
A great family oriented company August 2014 - Present
Idahoan Foods February 2014 - July 2014
Coates Electric/Standard Electric January 2013 - February 2014
E*TRADE Financial 2006 - 2009
Skills
Relationship Management, Financial Services, Business Development, Options, Banking, Series 63, Mutual Funds, Portfolio Management, Series 7, Equities, Financial Markets, Investments, Business Relationship..., Trading, Securities, Series 65
Education
Utah State University 2002 — 2005
Bachelor of Science (BS), Marketing
BYU-Idaho 1998 — 2002
Associate of Arts and Sciences (A.A.S.), Information Technology
A great family oriented company August 2014 - Present
Idahoan Foods February 2014 - July 2014
Coates Electric/Standard Electric January 2013 - February 2014
E*TRADE Financial 2006 - 2009
Skills
Relationship Management, Financial Services, Business Development, Options, Banking, Series 63, Mutual Funds, Portfolio Management, Series 7, Equities, Financial Markets, Investments, Business Relationship..., Trading, Securities, Series 65
Education
Utah State University 2002 — 2005
Bachelor of Science (BS), Marketing
BYU-Idaho 1998 — 2002
Associate of Arts and Sciences (A.A.S.), Information Technology
Clark Jessop Clark Jessop's E*TRADE Financial Experience April 2006 - August 2007
Job Director, Human Resources at HewlettPackard
Industry Human Resources
Experience
Hewlett-Packard November 2014 - Present
Hewlett-Packard April 2013 - November 2014
Hewlett-Packard September 2011 - April 2013
Hewlett-Packard December 2010 - September 2011
Hewlett-Packard June 2009 - December 2010
E*Trade Financial April 2006 - August 2007
Lincoln Financial Advisors April 2005 - April 2006
Sheridan Media May 2003 - April 2005
Skills
Career Development, Project Management, Change Management, Human Resources, Talent Management, Recruiting, Program Management, Leadership, Strategy, Deferred Compensation, Management, Leadership Development, Training, Performance Management, Personnel Management, Strategic Planning, Employee Engagement
Education
Brigham Young University 2007 — 2009
MBA
Utah State University 2000 — 2003
BS, Broadcast Journalism
Cherry Creek High School 1994 — 1997
Hewlett-Packard November 2014 - Present
Hewlett-Packard April 2013 - November 2014
Hewlett-Packard September 2011 - April 2013
Hewlett-Packard December 2010 - September 2011
Hewlett-Packard June 2009 - December 2010
E*Trade Financial April 2006 - August 2007
Lincoln Financial Advisors April 2005 - April 2006
Sheridan Media May 2003 - April 2005
Skills
Career Development, Project Management, Change Management, Human Resources, Talent Management, Recruiting, Program Management, Leadership, Strategy, Deferred Compensation, Management, Leadership Development, Training, Performance Management, Personnel Management, Strategic Planning, Employee Engagement
Education
Brigham Young University 2007 — 2009
MBA
Utah State University 2000 — 2003
BS, Broadcast Journalism
Cherry Creek High School 1994 — 1997
Jay Promisco Jay Promisco's E*TRADE Financial Experience 2000 - 2002
Job SVP Retail Sales Development at Stearns Lending
Industry Real Estate
Experience
Stearns Lending June 2014 - Present
Stearns Lending July 2008 - May 2014
Stearns Lending September 2008 - August 2012
Wells Fargo September 2007 - August 2008
GreenPoint Mortgage May 2003 - May 2005
Barclays Global Investors January 2001 - May 2003
Etrade Financial 2000 - 2002
Skills
Mortgage, Mortgage Lending, Loan Origination, Mortgage Banking, Sales Management, New Business Development, Team Building, Cold Calling, Loans, FHA, Management, USDA, Credit, Refinance, First Time Home Buyers, Residential Mortgages, Banking, FHA financing, VA loans, Short Sales, Government Loans, Construction Loans, Reverse Mortgages, Relationship Management, Sales, Credit Analysis, Underwriting, Investment Properties, Commercial Lending, FHA Financing, Real Estate, VA Loans
Education
California Polytechnic State University-San Luis Obispo 1994 — 1999
Bachelor of Science, Animal Science
California Polytechnic State University-San Luis Obispo 1994 — 1999
Bachelor of Science (B.S.)
Stearns Lending June 2014 - Present
Stearns Lending July 2008 - May 2014
Stearns Lending September 2008 - August 2012
Wells Fargo September 2007 - August 2008
GreenPoint Mortgage May 2003 - May 2005
Barclays Global Investors January 2001 - May 2003
Etrade Financial 2000 - 2002
Skills
Mortgage, Mortgage Lending, Loan Origination, Mortgage Banking, Sales Management, New Business Development, Team Building, Cold Calling, Loans, FHA, Management, USDA, Credit, Refinance, First Time Home Buyers, Residential Mortgages, Banking, FHA financing, VA loans, Short Sales, Government Loans, Construction Loans, Reverse Mortgages, Relationship Management, Sales, Credit Analysis, Underwriting, Investment Properties, Commercial Lending, FHA Financing, Real Estate, VA Loans
Education
California Polytechnic State University-San Luis Obispo 1994 — 1999
Bachelor of Science, Animal Science
California Polytechnic State University-San Luis Obispo 1994 — 1999
Bachelor of Science (B.S.)
Julia Sherouse Julia Sherouse's E*TRADE Financial Experience 2002 - 2003
Job Relationship Manager at Banc of California
Industry Real Estate
Experience
Banc of California April 2013 - Present
Union Bank July 2010 - March 2013
Union Bank 2008 - 2010
Union Bank 2007 - 2008
Argent Mortgage 2003 - 2007
E*Trade Financial 2002 - 2003
Education
California State University-Fullerton
BA, Liberal Arts
Banc of California April 2013 - Present
Union Bank July 2010 - March 2013
Union Bank 2008 - 2010
Union Bank 2007 - 2008
Argent Mortgage 2003 - 2007
E*Trade Financial 2002 - 2003
Education
California State University-Fullerton
BA, Liberal Arts
Daniel Pon Daniel Pon's E*TRADE Financial Experience August 1997 - October 2001
Job Vice President, Human Resources
Industry Human Resources
Experience
Nuverra Environmental Solutions May 2013 - Present
Sysazzle, Inc. September 2012 - May 2013
US Airways September 2007 - January 2012
Sanmina-SCI June 2006 - September 2007
ASTAR Air Cargo February 2002 - June 2005
E*TRADE Financial August 1997 - October 2001
Providian Financial Corp August 1996 - August 1997
Lewis Galoob Toys May 1995 - August 1996
Ross Stores April 1992 - May 1995
Food Dimensions August 1989 - September 1991
Skills
Compensation, Talent Acquisition, Organizational..., Strategic Leadership, Benefits, Executive Compensation, Succession Planning, Employee Relations, Talent Management, Talent Development, Oracle HR, Business Strategy, Culture Change, Employee Benefits, Deferred Compensation, Recruiting, Executive Pay, Organizational..., Human Resources, Program Management, Personnel Management, HRIS, Strategy, Payroll, Mergers & Acquisitions, Labor Relations, Management, Workforce Planning
Education
California State University-Hayward 1975 — 1976
Master, Public Administration
Nuverra Environmental Solutions May 2013 - Present
Sysazzle, Inc. September 2012 - May 2013
US Airways September 2007 - January 2012
Sanmina-SCI June 2006 - September 2007
ASTAR Air Cargo February 2002 - June 2005
E*TRADE Financial August 1997 - October 2001
Providian Financial Corp August 1996 - August 1997
Lewis Galoob Toys May 1995 - August 1996
Ross Stores April 1992 - May 1995
Food Dimensions August 1989 - September 1991
Skills
Compensation, Talent Acquisition, Organizational..., Strategic Leadership, Benefits, Executive Compensation, Succession Planning, Employee Relations, Talent Management, Talent Development, Oracle HR, Business Strategy, Culture Change, Employee Benefits, Deferred Compensation, Recruiting, Executive Pay, Organizational..., Human Resources, Program Management, Personnel Management, HRIS, Strategy, Payroll, Mergers & Acquisitions, Labor Relations, Management, Workforce Planning
Education
California State University-Hayward 1975 — 1976
Master, Public Administration
james bedell james bedell's E*TRADE Financial Experience January 1999 - January 2003
Job Retired
Industry Financial Services
Experience
Self Employed January 2012 - Present
Wells Fargo Home Mortgage January 2008 - January 2009
Wells Fargo Bank May 2004 - October 2007
FINANCIAL HERITAGE January 2003 - January 2004
E*TRADE Financial January 1999 - January 2003
Skills
Loans, Mortgage Lending, Banking, Credit Analysis, Business Development, Reverse Mortgages, Portfolio Management, New Business Development, Sales, Finance, Selling, Marketing, Loan Origination, Sales Operations, Contract Negotiation, Credit, Mortgage Banking, Underwriting, Refinance, Start-ups
Education
California State University-Hayward 1972 — 1974
Bachelor of Science (BS), Kinesiology and Exercise Science
COLLEGE OF SAN MATEO 1970 — 1972
Associate of Arts (AA), Finance, General
Self Employed January 2012 - Present
Wells Fargo Home Mortgage January 2008 - January 2009
Wells Fargo Bank May 2004 - October 2007
FINANCIAL HERITAGE January 2003 - January 2004
E*TRADE Financial January 1999 - January 2003
Skills
Loans, Mortgage Lending, Banking, Credit Analysis, Business Development, Reverse Mortgages, Portfolio Management, New Business Development, Sales, Finance, Selling, Marketing, Loan Origination, Sales Operations, Contract Negotiation, Credit, Mortgage Banking, Underwriting, Refinance, Start-ups
Education
California State University-Hayward 1972 — 1974
Bachelor of Science (BS), Kinesiology and Exercise Science
COLLEGE OF SAN MATEO 1970 — 1972
Associate of Arts (AA), Finance, General
Courtney Nolde Courtney Nolde's E*TRADE Financial Experience November 2011 - Present
Job HR Business Partner at E*TRADE Financial
Industry Investment Banking
Experience
E*TRADE Financial November 2011 - Present
Goldman Sachs April 2011 - November 2011
EnergySolutions May 2009 - February 2011
Skills
Onboarding, Recruiting, Benefits Administration, Human Resources, Employee Relations, College Recruiting, HRIS
Education
California State University-Fullerton 2005 — 2008
Bachelors, History
E*TRADE Financial November 2011 - Present
Goldman Sachs April 2011 - November 2011
EnergySolutions May 2009 - February 2011
Skills
Onboarding, Recruiting, Benefits Administration, Human Resources, Employee Relations, College Recruiting, HRIS
Education
California State University-Fullerton 2005 — 2008
Bachelors, History
Anna Langella-Stanin Anna Langella-Stanin's E*TRADE Financial Experience 2012 - 2014
Job Owner Sudsy Buggy a Stroller & Car Seat Detailing Spa, LLC. Founder & CEO Mammapreneur Consulting Group
Industry Consumer Services
Experience
Sudsy Buggy a Stroller & Car Seat Spa, LLC 2014 - Present
Mammapreneur Consulting Group 2014 - Present
E*TRADE Financial 2012 - 2014
E*TRADE Financial February 2011 - August 2012
UBS January 2008 - April 2009
National Financial/Fidelity May 2003 - December 2008
Correspondence Services Corp, a division of PaineWebber January 2002 - May 2003
Paine Webber September 1999 - January 2002
DLJ December 1998 - April 1999
Prudential Financial April 1998 - December 1998
Skills
Business Analysis, Process Improvement, Project Management, Order Management, Management, Operational Efficiency, Risk Management, Leadership, Securities, Fixed Income, Series 7, Series 63, Equities, Series 24, Financial Services, Vendor Management, Trading, Investments, Mutual Funds, Salesforce.com..., Sales Management, Customer Interaction..., User Experience, Six Sigma, Front to Back Office, Options, Software Documentation, Relationship Management, Product Marketing, Product Management, Trading Systems, Requirements Analysis, FINRA, Electronic Trading, Entrepreneurship
Education
Caldwell College 1993 — 1998
Bachelor of Science (BS), Business Administration
Sudsy Buggy a Stroller & Car Seat Spa, LLC 2014 - Present
Mammapreneur Consulting Group 2014 - Present
E*TRADE Financial 2012 - 2014
E*TRADE Financial February 2011 - August 2012
UBS January 2008 - April 2009
National Financial/Fidelity May 2003 - December 2008
Correspondence Services Corp, a division of PaineWebber January 2002 - May 2003
Paine Webber September 1999 - January 2002
DLJ December 1998 - April 1999
Prudential Financial April 1998 - December 1998
Skills
Business Analysis, Process Improvement, Project Management, Order Management, Management, Operational Efficiency, Risk Management, Leadership, Securities, Fixed Income, Series 7, Series 63, Equities, Series 24, Financial Services, Vendor Management, Trading, Investments, Mutual Funds, Salesforce.com..., Sales Management, Customer Interaction..., User Experience, Six Sigma, Front to Back Office, Options, Software Documentation, Relationship Management, Product Marketing, Product Management, Trading Systems, Requirements Analysis, FINRA, Electronic Trading, Entrepreneurship
Education
Caldwell College 1993 — 1998
Bachelor of Science (BS), Business Administration
Sandra Forrest's E*TRADE Financial Experience August 2000 - September 2005
Job Income Tax Manager at Pacific Coast Companies, Inc.
Industry Building Materials
Experience
Pacific Coast Building Products September 2006 - Present
E*TRADE Financial August 2000 - September 2005
Pacific Gas and Electric Company 1996 - 2001
OUM & Co. LLP 1987 - 1996
Skills
Mergers & Acquisitions, Accounting, Income Tax, Tax, Sarbanes-Oxley Act, Analysis, CPA, Financial Reporting, GAAP, Internal Controls, US GAAP, Auditing, Financial Accounting, Financial Analysis, Forecasting, Accounts Payable
Education
California State University-Hayward - School of Business and Economics 1986 — 1988
B.A., Accounting
Virginia Polytechnic Institute and State University 1981 — 1985
B.S., Psychology
Pacific Coast Building Products September 2006 - Present
E*TRADE Financial August 2000 - September 2005
Pacific Gas and Electric Company 1996 - 2001
OUM & Co. LLP 1987 - 1996
Skills
Mergers & Acquisitions, Accounting, Income Tax, Tax, Sarbanes-Oxley Act, Analysis, CPA, Financial Reporting, GAAP, Internal Controls, US GAAP, Auditing, Financial Accounting, Financial Analysis, Forecasting, Accounts Payable
Education
California State University-Hayward - School of Business and Economics 1986 — 1988
B.A., Accounting
Virginia Polytechnic Institute and State University 1981 — 1985
B.S., Psychology
Adriana Lewis, CPA Adriana Lewis, CPA's E*TRADE Financial Experience 2004 - 2006
Job Senior Tax Manager at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP January 2015 - Present
Moss Adams LLP July 2013 - December 2014
Burr Pilger Mayer January 2011 - May 2013
Shea Labagh Dobberstein 2009 - January 2011
KPMG 2000 - 2009
E*TRADE Financial 2004 - 2006
USCS International/ Cable Data 1995 - 1999
Skills
Tax, Tax Preparation, Corporate Tax, Accounting, Tax Research, Income Tax, International Tax, High Net Worth..., Partnership Taxation, Trust Taxation, Estate Tax Planning, State Tax
Education
California State University-Sacramento
Master of Science (MS), Accounting
University of Bucharest
Master of Science (MS), Applied Mathematics
BDO USA, LLP January 2015 - Present
Moss Adams LLP July 2013 - December 2014
Burr Pilger Mayer January 2011 - May 2013
Shea Labagh Dobberstein 2009 - January 2011
KPMG 2000 - 2009
E*TRADE Financial 2004 - 2006
USCS International/ Cable Data 1995 - 1999
Skills
Tax, Tax Preparation, Corporate Tax, Accounting, Tax Research, Income Tax, International Tax, High Net Worth..., Partnership Taxation, Trust Taxation, Estate Tax Planning, State Tax
Education
California State University-Sacramento
Master of Science (MS), Accounting
University of Bucharest
Master of Science (MS), Applied Mathematics
Bryce Goettel Bryce Goettel's E*TRADE Financial Experience August 2012 - June 2013
Job Director of Client Services at EduTrek
Industry Financial Services
Experience
EduTrek September 2015 - Present
Edutrek LLC November 2013 - August 2015
E*TRADE Financial August 2012 - June 2013
AXA Advisors December 2008 - July 2012
Skills
Strategic Financial..., Retirement Planning, Portfolio Management, Retirement, Financial Planning, Finance, Wealth Management, Portfolio Creation, Salesforce.com, Uniform Combined State..., Fixed Annuities, Investments, Sales, Series 7, Series 63, Financial Advisory, Team Leadership, Mutual Funds, Investment Advisory, Public Speaking, Time Management, Business Decision Making, Insurance, Risk Analysis, Mentoring, Digital Marketing, Strategic Planning, CRM, Coaching, Teaching, Sales Management, Statistics, Stata, active listening, Critical Thinking, Persuasion, Social Perceptiveness, Reading Comprehension, Active Learning, Asset Allocation, Marketing, Lead Generation, Investment Strategies, Management
Education
Brigham Young University 2006 — 2008
Bachelor of Arts (B.A.), Economics
EduTrek September 2015 - Present
Edutrek LLC November 2013 - August 2015
E*TRADE Financial August 2012 - June 2013
AXA Advisors December 2008 - July 2012
Skills
Strategic Financial..., Retirement Planning, Portfolio Management, Retirement, Financial Planning, Finance, Wealth Management, Portfolio Creation, Salesforce.com, Uniform Combined State..., Fixed Annuities, Investments, Sales, Series 7, Series 63, Financial Advisory, Team Leadership, Mutual Funds, Investment Advisory, Public Speaking, Time Management, Business Decision Making, Insurance, Risk Analysis, Mentoring, Digital Marketing, Strategic Planning, CRM, Coaching, Teaching, Sales Management, Statistics, Stata, active listening, Critical Thinking, Persuasion, Social Perceptiveness, Reading Comprehension, Active Learning, Asset Allocation, Marketing, Lead Generation, Investment Strategies, Management
Education
Brigham Young University 2006 — 2008
Bachelor of Arts (B.A.), Economics
Felicia R Thimas's E*TRADE Financial Experience April 2006 - February 2008
Job Sr. Administrative Assistant at Transamerica Life Insurance Company
Industry Insurance
Experience
Transamerica Life Insurance Company March 2009 - Present
Transamerica Life Insurance Company February 2008 - March 2009
Etrade Financial April 2006 - February 2008
United States Army Reserve January 1997 - January 2005
Skills
Administrative..., Office Management, Invoicing, Insurance, Spreadsheets, Telephone Skills, Fax, Claim, Calendars, Office Equipment
Education
California State University-Long Beach 1995 — 2000
Bachelor of Science, Business Administration
Santa Monica College 1992 — 1995
Transfered, General Education
Transamerica Life Insurance Company March 2009 - Present
Transamerica Life Insurance Company February 2008 - March 2009
Etrade Financial April 2006 - February 2008
United States Army Reserve January 1997 - January 2005
Skills
Administrative..., Office Management, Invoicing, Insurance, Spreadsheets, Telephone Skills, Fax, Claim, Calendars, Office Equipment
Education
California State University-Long Beach 1995 — 2000
Bachelor of Science, Business Administration
Santa Monica College 1992 — 1995
Transfered, General Education
Jeremy Preddy Jeremy Preddy's E*TRADE Financial Experience September 2006 - September 2007
Job Senior Internal Wholesaler at Principal Funds
Industry Financial Services
Experience
Principal Funds December 2007 - Present
E*TRADE Financial September 2006 - September 2007
E*TRADE Financial January 2004 - September 2006
Education
California State University-Chico 2000 — 2003
Bachelor of Science, Business Administration - Emphasis in Finance
Principal Funds December 2007 - Present
E*TRADE Financial September 2006 - September 2007
E*TRADE Financial January 2004 - September 2006
Education
California State University-Chico 2000 — 2003
Bachelor of Science, Business Administration - Emphasis in Finance
Peter Knitzer Peter Knitzer's E*TRADE Financial Experience March 2011 - June 2012
Job Boards, Public & NonProfit | CEO | President | EVP
Industry Financial Services
Experience
Carldan Capital LLC September 2013 - Present
CIBC 2013 - 2013
E*TRADE Financial March 2011 - June 2012
Citigroup 1996 - 2010
Citigroup 1996 - 2010
Skills
Wealth Management, Equities, Credit Cards, Cross Selling, Banking, Consumer products, Payments, Insurance, Consumer Packaged Goods..., Credit, Retail Banking, Risk Management, Commercial Banking, Financial Services, Portfolio Management, Consumer Products, Strategy, Analytics, Relationship Management, Financial Risk, Credit Analysis, Executive Management, Loans, Management
Education
Columbia Business School 1982 — 1984
MBA, Marketing & Finance
Brown University 1976 — 1980
BA, Political Science
Carldan Capital LLC September 2013 - Present
CIBC 2013 - 2013
E*TRADE Financial March 2011 - June 2012
Citigroup 1996 - 2010
Citigroup 1996 - 2010
Skills
Wealth Management, Equities, Credit Cards, Cross Selling, Banking, Consumer products, Payments, Insurance, Consumer Packaged Goods..., Credit, Retail Banking, Risk Management, Commercial Banking, Financial Services, Portfolio Management, Consumer Products, Strategy, Analytics, Relationship Management, Financial Risk, Credit Analysis, Executive Management, Loans, Management
Education
Columbia Business School 1982 — 1984
MBA, Marketing & Finance
Brown University 1976 — 1980
BA, Political Science
Morgan Baylis's E*TRADE Financial Experience August 2006 - April 2007
Job Head of Fixed Income and Equity Trading at Howard Capital Management
Industry Financial Services
Experience
Howard Capital Management (Howardcapital.com) April 2007 - Present
E*TRADE Financial August 2006 - April 2007
Apeejay Surrendra Group June 2006 - August 2006
Trailer Park June 2005 - August 2005
Mark Gordon Production Company June 2005 - August 2005
TKO Software June 2004 - August 2004
Skills
Business Analysis, Account Management, Problem Solving, Microsoft Office, Photoshop, Operations Management, Analytics, Securities, Equities, Management, Analysis, Entrepreneurship, Leadership, Portfolio Management, Finance, Fixed Income, Financial Analysis, Trading, Investment Banking, Mergers & Acquisitions
Education
Brown University 2001 — 2005
Bachelor of Arts (B.A.), Public and Private Sector Organizations
Brentwood College School 1997 — 2001
High School Diploma
Howard Capital Management (Howardcapital.com) April 2007 - Present
E*TRADE Financial August 2006 - April 2007
Apeejay Surrendra Group June 2006 - August 2006
Trailer Park June 2005 - August 2005
Mark Gordon Production Company June 2005 - August 2005
TKO Software June 2004 - August 2004
Skills
Business Analysis, Account Management, Problem Solving, Microsoft Office, Photoshop, Operations Management, Analytics, Securities, Equities, Management, Analysis, Entrepreneurship, Leadership, Portfolio Management, Finance, Fixed Income, Financial Analysis, Trading, Investment Banking, Mergers & Acquisitions
Education
Brown University 2001 — 2005
Bachelor of Arts (B.A.), Public and Private Sector Organizations
Brentwood College School 1997 — 2001
High School Diploma
Brian Stovall Brian Stovall's E*TRADE Financial Experience 2000 - 2002
Job Director, Relationship Management at NASPP
Industry Financial Services
Experience
NASPP January 2015 - Present
NASPP March 2012 - Present
NASPP October 2011 - Present
Fidelity Investments April 2007 - January 2015
NASPP 2004 - 2011
Charles Schwab 2003 - 2007
Etrade Financial 2000 - 2002
Education
Certified Equity Professional Institute
Certified Equity Professional, Equity Compensation
California Polytechnic State University-San Luis Obispo 1990 — 1993
Bachelor's Degree, Business Administration, Finance
College of the Sequoias 1987 — 1990
Associate's Degree, General Studies
NASPP January 2015 - Present
NASPP March 2012 - Present
NASPP October 2011 - Present
Fidelity Investments April 2007 - January 2015
NASPP 2004 - 2011
Charles Schwab 2003 - 2007
Etrade Financial 2000 - 2002
Education
Certified Equity Professional Institute
Certified Equity Professional, Equity Compensation
California Polytechnic State University-San Luis Obispo 1990 — 1993
Bachelor's Degree, Business Administration, Finance
College of the Sequoias 1987 — 1990
Associate's Degree, General Studies
Dolly Parikh Dolly Parikh's E*TRADE Financial Experience September 1999 - April 2003
Job Experience Design Strategist at Medallia + Founder and Mentor at Aloki Inc.
Industry Design
Experience
Aloki Inc January 2000 - Present
Apple November 2014 - January 2015
California College of the Arts 2012 - 2015
MentorCloud October 2012 - April 2013
Closed Loop Marketing June 2011 - December 2011
PayPal October 2006 - May 2011
PayPal October 2006 - October 2009
PayPal an eBay Company February 2006 - April 2006
E*TRADE Financial September 1999 - April 2003
BayCHI June 2002 - September 2002
Skills
Design Strategy, Innovation Management, Product Innovation, User-centered Design, User Experience, Interaction Design, User Interface Design, Information Architecture, Experience Design, User Experience Design, Wireframes, Design Thinking, User Interface, Collaborative..., Strategic Leadership, Business Strategy, Web Design, Thought Leadership, Information Design, Omniture, Design Patterns, Mobile Applications, Usability Testing, Mockups, Heuristic Evaluation, Human Computer..., Lean UX, Business Modeling, User Scenarios, OmniGraffle, Creative Direction, User Research, Axure, Collaborative Problem..., Business Process..., Business Process Design, Paper Prototyping, Accessibility, Wire Framing, Mentoring Of Staff, Visual Design, Rapid Prototyping, Contextual Inquiry, Business Modelling, Operational Planning, Mentoring, Strategy, Management
Education
California College of the Arts 2010 — 2012
Design MBA, Design Strategy
University of California, Santa Cruz 2006 — 2006
Managing User Experience Groups
Mississippi State University 1996 — 1999
Electronic Visualization
The Maharaja Sayajirao University of Baroda 1990 — 1995
BFA, Painting & Mural Design
Aloki Inc January 2000 - Present
Apple November 2014 - January 2015
California College of the Arts 2012 - 2015
MentorCloud October 2012 - April 2013
Closed Loop Marketing June 2011 - December 2011
PayPal October 2006 - May 2011
PayPal October 2006 - October 2009
PayPal an eBay Company February 2006 - April 2006
E*TRADE Financial September 1999 - April 2003
BayCHI June 2002 - September 2002
Skills
Design Strategy, Innovation Management, Product Innovation, User-centered Design, User Experience, Interaction Design, User Interface Design, Information Architecture, Experience Design, User Experience Design, Wireframes, Design Thinking, User Interface, Collaborative..., Strategic Leadership, Business Strategy, Web Design, Thought Leadership, Information Design, Omniture, Design Patterns, Mobile Applications, Usability Testing, Mockups, Heuristic Evaluation, Human Computer..., Lean UX, Business Modeling, User Scenarios, OmniGraffle, Creative Direction, User Research, Axure, Collaborative Problem..., Business Process..., Business Process Design, Paper Prototyping, Accessibility, Wire Framing, Mentoring Of Staff, Visual Design, Rapid Prototyping, Contextual Inquiry, Business Modelling, Operational Planning, Mentoring, Strategy, Management
Education
California College of the Arts 2010 — 2012
Design MBA, Design Strategy
University of California, Santa Cruz 2006 — 2006
Managing User Experience Groups
Mississippi State University 1996 — 1999
Electronic Visualization
The Maharaja Sayajirao University of Baroda 1990 — 1995
BFA, Painting & Mural Design
Cary Leach Cary Leach's E*TRADE Financial Experience August 2002 - October 2004
Job Resident Manager at Las Brisas Apartments Upland
Industry Real Estate
Experience
Las Brisas Apartments - Upland March 2012 - Present
All-in-1 August 2009 - October 2010
EMC Mortgage February 2007 - December 2007
Encore Credit Corp October 2004 - February 2007
E*TRADE Financial August 2002 - October 2004
Fleet Mortgage Group April 1992 - November 1995
South Pacific Financial Corp February 1985 - October 1987
Skills
Credit, Due Diligence, Customer Service, Outlook, Loans, Mortgage Lending, Underwriting, Access, Mortgage Banking, Visio, Real Estate, Investment Properties, Account Management, Process Improvement, Recruiting, Software Documentation, Asset Managment, Loss Mitigation, Banking, Risk Management, FHA, Finance, Valuation, Appraisals, Asset Management, Time Management, Executive Management, Refinance, Credit Analysis, Loan Origination, Training, Management, Financial Analysis, Portfolio Management, Accounting, Vendor Management, Analysis
Education
Brigham Young University 1973 — 1975
Bachelor of Science (BS), Business Management, Finance
Las Brisas Apartments - Upland March 2012 - Present
All-in-1 August 2009 - October 2010
EMC Mortgage February 2007 - December 2007
Encore Credit Corp October 2004 - February 2007
E*TRADE Financial August 2002 - October 2004
Fleet Mortgage Group April 1992 - November 1995
South Pacific Financial Corp February 1985 - October 1987
Skills
Credit, Due Diligence, Customer Service, Outlook, Loans, Mortgage Lending, Underwriting, Access, Mortgage Banking, Visio, Real Estate, Investment Properties, Account Management, Process Improvement, Recruiting, Software Documentation, Asset Managment, Loss Mitigation, Banking, Risk Management, FHA, Finance, Valuation, Appraisals, Asset Management, Time Management, Executive Management, Refinance, Credit Analysis, Loan Origination, Training, Management, Financial Analysis, Portfolio Management, Accounting, Vendor Management, Analysis
Education
Brigham Young University 1973 — 1975
Bachelor of Science (BS), Business Management, Finance
Rick Kenyon's E*TRADE Financial Experience June 2005 - October 2008
Job Senior Account Executive at Telepacific Communications
Industry Telecommunications
Experience
Telepacific Communications October 2013 - Present
Excel Telemessaging October 2012 - April 2013
Local Splash August 2011 - October 2012
E*TRADE Financial June 2005 - October 2008
RLK datacomm November 2002 - January 2005
Global Crossing ltd November 1998 - 2002
Skills
Carnegie Leadership, Sandler Management..., Six Sigma, Marketing, Leadership, Marketing Communications, Communication, Mortgage Lending, Series 7, Residential Mortgages, SEO, Internet Communications, voice internet data..., Motivation, Self-starter, Business Travel, Team Leadership, Team Building, Small Business, Salesforce.com, Risk and Asset..., Lead Generation, VoIP, Direct Sales, Cloud Computing, Selling, Cold Calling, Retail, Advertising, Sales, Call Centers, Account Management, Management, Sales Management
Education
California State University-Fullerton
Business Management, Mihaylo School of Business and Economics, 3.0
Fraternity Brothers
Garden Grove High School
High School Diploma, College Preperation, 3.2
Telepacific Communications October 2013 - Present
Excel Telemessaging October 2012 - April 2013
Local Splash August 2011 - October 2012
E*TRADE Financial June 2005 - October 2008
RLK datacomm November 2002 - January 2005
Global Crossing ltd November 1998 - 2002
Skills
Carnegie Leadership, Sandler Management..., Six Sigma, Marketing, Leadership, Marketing Communications, Communication, Mortgage Lending, Series 7, Residential Mortgages, SEO, Internet Communications, voice internet data..., Motivation, Self-starter, Business Travel, Team Leadership, Team Building, Small Business, Salesforce.com, Risk and Asset..., Lead Generation, VoIP, Direct Sales, Cloud Computing, Selling, Cold Calling, Retail, Advertising, Sales, Call Centers, Account Management, Management, Sales Management
Education
California State University-Fullerton
Business Management, Mihaylo School of Business and Economics, 3.0
Fraternity Brothers
Garden Grove High School
High School Diploma, College Preperation, 3.2
Drew Vernon's E*TRADE Financial Experience June 2008 - June 2010
Job Assistant Brand Manager at Kao Corp.
Industry Marketing and Advertising
Experience
Kao Corporation August 2014 - Present
Procter & Gamble July 2012 - July 2014
Procter & Gamble June 2011 - September 2011
E*TRADE Financial June 2008 - June 2010
Nu Skin Enterprises July 2005 - March 2008
Skills
Japanese, Mobile Marketing, International Business, Marketing Strategy, Marketing Communications, Social Media Marketing, Microsoft Office, Photoshop, Cross-functional Team..., Strategy, Advertising, Brand Management, Market Research, Marketing, Product Development, Management, Budgets, CRM, Market Planning, New Business Development, Leadership, Competitive Analysis, Training, Public Relations
Education
University of Wisconsin-Madison 2010 — 2012
MBA, Brand and Product Management
Brigham Young University
Bachelor's, Business Management
Springville High School
Kao Corporation August 2014 - Present
Procter & Gamble July 2012 - July 2014
Procter & Gamble June 2011 - September 2011
E*TRADE Financial June 2008 - June 2010
Nu Skin Enterprises July 2005 - March 2008
Skills
Japanese, Mobile Marketing, International Business, Marketing Strategy, Marketing Communications, Social Media Marketing, Microsoft Office, Photoshop, Cross-functional Team..., Strategy, Advertising, Brand Management, Market Research, Marketing, Product Development, Management, Budgets, CRM, Market Planning, New Business Development, Leadership, Competitive Analysis, Training, Public Relations
Education
University of Wisconsin-Madison 2010 — 2012
MBA, Brand and Product Management
Brigham Young University
Bachelor's, Business Management
Springville High School
Katey Williams Katey Williams's E*TRADE Financial Experience July 2013 - August 2013
Job Events and Logistics Coordinator at Browns Bridge Church
Industry Religious Institutions
Experience
Brenau University August 2013 - April 2014
Brenau University August 2012 - April 2014
Robin Tracy Public Relations August 2013 - January 2014
E*TRADE Financial July 2013 - August 2013
Alpharetta Athletic Club April 2011 - August 2012
Fleetwood Dance Center August 2009 - May 2010
Skills
Social Media, PowerPoint, Event Planning, Press Releases, Social Networking, Public Relations, Public Speaking, Facebook, Editing, Social Media Marketing, Event Management, Leadership, Blogging
Education
Brenau University 2010 — 2014
Bachelor of Arts (B.A.), Mass Communications
West Forsyth High School 2007 — 2010
Diploma
Brenau University August 2013 - April 2014
Brenau University August 2012 - April 2014
Robin Tracy Public Relations August 2013 - January 2014
E*TRADE Financial July 2013 - August 2013
Alpharetta Athletic Club April 2011 - August 2012
Fleetwood Dance Center August 2009 - May 2010
Skills
Social Media, PowerPoint, Event Planning, Press Releases, Social Networking, Public Relations, Public Speaking, Facebook, Editing, Social Media Marketing, Event Management, Leadership, Blogging
Education
Brenau University 2010 — 2014
Bachelor of Arts (B.A.), Mass Communications
West Forsyth High School 2007 — 2010
Diploma
Joseph Osako's E*TRADE Financial Experience July 2013 - January 2015
Job Software Consultant
Industry Computer Software
Experience
E*TRADE Financial July 2013 - January 2015
Scherb Group 2011 - 2012
Cosairus June 2010 - August 2010
BPP Services January 1998 - February 2000
Skills
C#, SQL, Software Development, JavaScript, MySQL, PHP, C++, C, HTML, Agile Methodologies, jQuery, AJAX, Linux, Databases, Python, Web Services, Database Design, Software Engineering, SDLC, Integration
Education
California State University-East Bay 2006 — 2008
Southern Connecticut State University 1986 — 1989
E*TRADE Financial July 2013 - January 2015
Scherb Group 2011 - 2012
Cosairus June 2010 - August 2010
BPP Services January 1998 - February 2000
Skills
C#, SQL, Software Development, JavaScript, MySQL, PHP, C++, C, HTML, Agile Methodologies, jQuery, AJAX, Linux, Databases, Python, Web Services, Database Design, Software Engineering, SDLC, Integration
Education
California State University-East Bay 2006 — 2008
Southern Connecticut State University 1986 — 1989
Dan Morrill Dan Morrill's E*TRADE Financial Experience October 2008 - January 2013
Job Investment Consultant, Scottrade
Industry Financial Services
Experience
Scottrade April 2014 - Present
Fisher Investments January 2013 - April 2014
E*TRADE Financial October 2008 - January 2013
E*TRADE Financial May 2008 - October 2008
E*TRADE Financial January 2008 - May 2008
E*TRADE Financial April 2007 - January 2008
E*TRADE Financial July 2006 - January 2008
Skills
Financial Services, Securities, Investments, Mutual Funds, Series 24, Trading, Relationship Management, Strategic Financial..., Series 63, Series 7, Uniform Combined State..., Portfolio Management, Eagle Scout, Sales, Customer Service, Risk Management, ETFs, Account Management, Bonds, Coaching, Microsoft Excel, Team Leadership, Financial Markets, Strategic Planning, Salesforce.com, Cash Management, Finance, Banking, Electronic Trading, Investment Advisory, Derivatives, Options, Asset Allocation, Retirement Planning, Series 65, Equities, Equity Trading, Wealth Management, FINRA, Mortgage Lending, Structured Products, Branch Management, Investment Management, Financial Analysis
Education
Brigham Young University 1998 — 2006
BA, Music
Scottrade April 2014 - Present
Fisher Investments January 2013 - April 2014
E*TRADE Financial October 2008 - January 2013
E*TRADE Financial May 2008 - October 2008
E*TRADE Financial January 2008 - May 2008
E*TRADE Financial April 2007 - January 2008
E*TRADE Financial July 2006 - January 2008
Skills
Financial Services, Securities, Investments, Mutual Funds, Series 24, Trading, Relationship Management, Strategic Financial..., Series 63, Series 7, Uniform Combined State..., Portfolio Management, Eagle Scout, Sales, Customer Service, Risk Management, ETFs, Account Management, Bonds, Coaching, Microsoft Excel, Team Leadership, Financial Markets, Strategic Planning, Salesforce.com, Cash Management, Finance, Banking, Electronic Trading, Investment Advisory, Derivatives, Options, Asset Allocation, Retirement Planning, Series 65, Equities, Equity Trading, Wealth Management, FINRA, Mortgage Lending, Structured Products, Branch Management, Investment Management, Financial Analysis
Education
Brigham Young University 1998 — 2006
BA, Music
Phil Horenstein Phil Horenstein's E*TRADE Financial Experience November 2013 - November 2014
Job Derivatives Operations Analyst III, Goldman Sachs & Co.
Industry Financial Services
Experience
Goldman Sachs & Co. November 2014 - Present
Utah Army National Guard April 2012 - Present
E*TRADE Financial November 2013 - November 2014
Zions First National Bank September 2013 - November 2013
Sameday Sales Enterprises December 2007 - August 2013
KickStart Seed Fund September 2011 - December 2011
Johnson and Johnson January 2011 - May 2011
Brigham Young University September 2010 - December 2010
Global Financial Advisors, LP September 2010 - December 2010
Vivint June 2010 - August 2010
Skills
Spanish, Excel, Financial Modeling, Bloomberg, Valuation, FX, Fixed Income, Equities, Microsoft Office, PowerPoint, Word, Access, Financial Analysis, Business Strategy, Analysis, Data Analysis, Accounting, Writing, Negotiation, Public Speaking, VBA, MS Office Suite, Entrepreneurship, Strategy, Corporate Finance, Investments, Microsoft Excel
Education
Brigham Young University 2007 — 2011
Finance, Business
Goldman Sachs & Co. November 2014 - Present
Utah Army National Guard April 2012 - Present
E*TRADE Financial November 2013 - November 2014
Zions First National Bank September 2013 - November 2013
Sameday Sales Enterprises December 2007 - August 2013
KickStart Seed Fund September 2011 - December 2011
Johnson and Johnson January 2011 - May 2011
Brigham Young University September 2010 - December 2010
Global Financial Advisors, LP September 2010 - December 2010
Vivint June 2010 - August 2010
Skills
Spanish, Excel, Financial Modeling, Bloomberg, Valuation, FX, Fixed Income, Equities, Microsoft Office, PowerPoint, Word, Access, Financial Analysis, Business Strategy, Analysis, Data Analysis, Accounting, Writing, Negotiation, Public Speaking, VBA, MS Office Suite, Entrepreneurship, Strategy, Corporate Finance, Investments, Microsoft Excel
Education
Brigham Young University 2007 — 2011
Finance, Business
Robyn Randle Robyn Randle's E*TRADE Financial Experience August 1999 - February 2008
Job Wholesale Support at Peet's Coffee & Tea
Industry Mental Health Care
Experience
Peet's Coffee & Tea October 2012 - Present
Peet's Coffee & Tea 2008 - Present
Northwestern University November 2011 - May 2012
Northeastern Illinois University May 2010 - December 2010
E*TRADE Financial August 1999 - February 2008
Skills
Mac OS X, PC, Microsoft Office, SPSS, iWork, PeopleSoft, ImageNow, Accounting
Education
California Institute of Integral Studies 2012 — 2014
Master of Arts (MA), Integral Counseling Psychology
Northeastern Illinois University 2009 — 2011
B.A., Psychology
Oakton Community College 2004 — 2009
A.A., Liberal Arts
Peet's Coffee & Tea October 2012 - Present
Peet's Coffee & Tea 2008 - Present
Northwestern University November 2011 - May 2012
Northeastern Illinois University May 2010 - December 2010
E*TRADE Financial August 1999 - February 2008
Skills
Mac OS X, PC, Microsoft Office, SPSS, iWork, PeopleSoft, ImageNow, Accounting
Education
California Institute of Integral Studies 2012 — 2014
Master of Arts (MA), Integral Counseling Psychology
Northeastern Illinois University 2009 — 2011
B.A., Psychology
Oakton Community College 2004 — 2009
A.A., Liberal Arts
Davey Wynn Davey Wynn's E*TRADE Financial Experience August 2012 - Present
Job Financial Consultant at E*TRADE Financial
Industry Investment Management
Experience
E*TRADE Financial August 2012 - Present
E*TRADE Financial October 2011 - August 2012
Aerotek August 2011 - October 2011
Skills
Investments, Finance, Wealth Management, Sales, Options, Series 7, Mutual Funds, Financial Services, Leadership, Equities, Financial Analysis, Retirement Planning
Education
Brigham Young University 2006 — 2011
Construction Management
E*TRADE Financial August 2012 - Present
E*TRADE Financial October 2011 - August 2012
Aerotek August 2011 - October 2011
Skills
Investments, Finance, Wealth Management, Sales, Options, Series 7, Mutual Funds, Financial Services, Leadership, Equities, Financial Analysis, Retirement Planning
Education
Brigham Young University 2006 — 2011
Construction Management
Shawn Lund's E*TRADE Financial Experience July 2011 - October 2011
Job Had a job at E TRADE. Am back looking agian
Industry Financial Services
Experience
E*TRADE Financial July 2011 - October 2011
ATK April 2006 - June 2011
Cambric Corporation 2004 - 2005
Education
Brigham Young University 2006 — 2008
MBA
E*TRADE Financial July 2011 - October 2011
ATK April 2006 - June 2011
Cambric Corporation 2004 - 2005
Education
Brigham Young University 2006 — 2008
MBA
Joseph Co Joseph Co's E*TRADE Financial Experience March 2003 - September 2005
Job Credit Manager
Industry Financial Services
Experience
Ally Financial Inc. April 2010 - Present
Thor Credit Corporation, Inc March 2009 - April 2010
GE Money January 2008 - June 2008
GE Money October 2005 - December 2007
E*TRADE Financial March 2003 - September 2005
E*TRADE Financial November 2001 - February 2003
Deutsche Financial Services August 1998 - October 2001
Education
UCLA Anderson School of Management 2008 — 2008
Executive Program, General Management
California State University-Long Beach - College of Business Administration 1990 — 1994
Bachelor of Science, Business Finance
Ally Financial Inc. April 2010 - Present
Thor Credit Corporation, Inc March 2009 - April 2010
GE Money January 2008 - June 2008
GE Money October 2005 - December 2007
E*TRADE Financial March 2003 - September 2005
E*TRADE Financial November 2001 - February 2003
Deutsche Financial Services August 1998 - October 2001
Education
UCLA Anderson School of Management 2008 — 2008
Executive Program, General Management
California State University-Long Beach - College of Business Administration 1990 — 1994
Bachelor of Science, Business Finance
Rob Bernabe Rob Bernabe's E*TRADE Financial Experience January 2001 - December 2004
Job Senior Vice President Corporate Finance & Treasury at LoanDepot
Industry Financial Services
Experience
LoanDepot February 2012 - Present
Mind Your Own Mortgage May 2010 - Present
KidBuilderZ February 2011 - December 2013
Nationwide Support Services April 2009 - August 2010
H&R Block / Option One Mortgage Company April 2005 - July 2007
E*TRADE Financial January 2001 - December 2004
LoansDirect, Inc November 1998 - January 2001
NJK Holdings February 1998 - November 1998
City Mortgage Services July 1996 - October 1997
Prime Financial Corporation May 1994 - July 1996
Skills
Operations Management, Internal Communications, Change Management, Strategic Planning, Financial Analysis, Corporate Finance, Business Process..., P&L responsibility, Public Speaking, Financial Modeling, Mortgage Banking, P&L Management, Leadership, P&L Responsibility, FHA, Budgets, Sales, Management, Mergers & Acquisitions, Team Building, Financial Services, Loans, Underwriting, Strategy, Mortgage Lending, Coaching, Process Improvement, Executive Management, Finance, Start-ups, Credit, Portfolio Management, Investments, Analysis, Loan Origination, Banking, Loan Servicing, Strategic Financial..., Forecasting, Risk Management, Call Centers, Mortgage Servicing
Education
California State University-Fullerton 1978 — 1984
Bachelor of Arts, Business with Emphasis on Accounting and Management Information Systems
LoanDepot February 2012 - Present
Mind Your Own Mortgage May 2010 - Present
KidBuilderZ February 2011 - December 2013
Nationwide Support Services April 2009 - August 2010
H&R Block / Option One Mortgage Company April 2005 - July 2007
E*TRADE Financial January 2001 - December 2004
LoansDirect, Inc November 1998 - January 2001
NJK Holdings February 1998 - November 1998
City Mortgage Services July 1996 - October 1997
Prime Financial Corporation May 1994 - July 1996
Skills
Operations Management, Internal Communications, Change Management, Strategic Planning, Financial Analysis, Corporate Finance, Business Process..., P&L responsibility, Public Speaking, Financial Modeling, Mortgage Banking, P&L Management, Leadership, P&L Responsibility, FHA, Budgets, Sales, Management, Mergers & Acquisitions, Team Building, Financial Services, Loans, Underwriting, Strategy, Mortgage Lending, Coaching, Process Improvement, Executive Management, Finance, Start-ups, Credit, Portfolio Management, Investments, Analysis, Loan Origination, Banking, Loan Servicing, Strategic Financial..., Forecasting, Risk Management, Call Centers, Mortgage Servicing
Education
California State University-Fullerton 1978 — 1984
Bachelor of Arts, Business with Emphasis on Accounting and Management Information Systems
Rishi Thukral Rishi Thukral's E*TRADE Financial Experience September 2013 - September 2014
Job Principal at Acquis Consulting Group
Industry Information Technology and Services
Experience
Acquis Consulting Group October 2014 - Present
E*TRADE Financial September 2013 - September 2014
MetLife January 2012 - July 2013
Scholastic Inc. February 2011 - August 2011
Dow Jones July 2009 - October 2010
IBM September 2006 - April 2009
Unilever August 1998 - July 2006
Skills
Strategic Planning, Client Advisory, Program Management, Project Portfolio..., HR Transformation, Business Process..., Global Shared Services..., ERP and HRIS..., Management Consulting, Governance &..., Transformation and..., Systems Integration, Vendor & Stakeholder..., Vendors, Change Management, Integration, Photography, HRIS, PeopleSoft, Strategy, Project Management, Outsourcing, Cross-functional Team..., ERP, SaaS, Business Intelligence, PMO, Enterprise Software, Management, Consulting, Enterprise Architecture, Leadership, Governance, Human Resources, Team Leadership, Organizational..., Training, Business Process..., Resource Management, Personnel Management, Stakeholder Management, Project Planning, Vendor Management, SDLC, Business Transformation, IT Strategy, Shared Services, Service Delivery, Business Analysis, CRM
Education
Rutgers, The State University of New Jersey-Newark 2007 — 2008
MBA, Business Administration
Budapest University of Technology and Economics 1992 — 1998
Bachelors, Mechanical Engineering
Acquis Consulting Group October 2014 - Present
E*TRADE Financial September 2013 - September 2014
MetLife January 2012 - July 2013
Scholastic Inc. February 2011 - August 2011
Dow Jones July 2009 - October 2010
IBM September 2006 - April 2009
Unilever August 1998 - July 2006
Skills
Strategic Planning, Client Advisory, Program Management, Project Portfolio..., HR Transformation, Business Process..., Global Shared Services..., ERP and HRIS..., Management Consulting, Governance &..., Transformation and..., Systems Integration, Vendor & Stakeholder..., Vendors, Change Management, Integration, Photography, HRIS, PeopleSoft, Strategy, Project Management, Outsourcing, Cross-functional Team..., ERP, SaaS, Business Intelligence, PMO, Enterprise Software, Management, Consulting, Enterprise Architecture, Leadership, Governance, Human Resources, Team Leadership, Organizational..., Training, Business Process..., Resource Management, Personnel Management, Stakeholder Management, Project Planning, Vendor Management, SDLC, Business Transformation, IT Strategy, Shared Services, Service Delivery, Business Analysis, CRM
Education
Rutgers, The State University of New Jersey-Newark 2007 — 2008
MBA, Business Administration
Budapest University of Technology and Economics 1992 — 1998
Bachelors, Mechanical Engineering
Jake Toolson Jake Toolson's E*TRADE Financial Experience January 2005 - December 2005
Job CTO & Cofounder at EVALS
Industry Computer Software
Experience
EVALS August 2013 - Present
FUEL Creative Development March 2013 - December 2013
Energy Exemplar August 2011 - March 2013
PLEXOS Solutions. LLC January 2008 - August 2011
CAPCOA June 2006 - June 2010
E*TRADE Financial January 2005 - December 2005
EarthLink November 1999 - August 2000
Skills
C, PHP, Python, VBA, OOP, MVC, JavaScript, AJAX, XML, MySQL, SQL, jQuery, Linux, Apache, Advanced CSS, XHTML, Ruby on Rails, Backbone.js, Databases, Web Services, Web Development, Web Applications, HTML, Perl, LAMP
Education
University of Phoenix 2010 — 2013
Sierra College 2008 — 2009
Brigham Young University 2003 — 2005
EVALS August 2013 - Present
FUEL Creative Development March 2013 - December 2013
Energy Exemplar August 2011 - March 2013
PLEXOS Solutions. LLC January 2008 - August 2011
CAPCOA June 2006 - June 2010
E*TRADE Financial January 2005 - December 2005
EarthLink November 1999 - August 2000
Skills
C, PHP, Python, VBA, OOP, MVC, JavaScript, AJAX, XML, MySQL, SQL, jQuery, Linux, Apache, Advanced CSS, XHTML, Ruby on Rails, Backbone.js, Databases, Web Services, Web Development, Web Applications, HTML, Perl, LAMP
Education
University of Phoenix 2010 — 2013
Sierra College 2008 — 2009
Brigham Young University 2003 — 2005
Jacob Z Rushton's E*TRADE Financial Experience August 2006 - February 2007
Job Chief Financial Officer at SLED Investment Group
Industry Financial Services
Experience
SLED Investment Group July 2014 - Present
Wealth Navigation LLC October 2010 - June 2014
Goldman Sachs September 2009 - October 2010
Beneficial Financial Group March 2007 - September 2009
Etrade Financial August 2006 - February 2007
Mountain America Credit Union August 2005 - August 2006
Church Organization January 2001 - January 2003
Skills
FINRA, Securities, Series 7, Series 63, Wealth Management, Investments, Hedge Funds, Alternative Investments, Portfolio Management, Investment Management, Asset Managment, Investment Advisory, Financial Analysis, Mutual Funds, Financial Services, Due Diligence, Financial Advisory, Equities, Credit, Asset Allocation, Trading, Bloomberg, Options, Strategic Financial..., Series 24, Retirement, Investment Strategies, Asset Management, Finance, Financial Planning
Education
University of Utah 2005 — 2006
Bachelors of Science, Economics
University of Utah 2005 — 2006
Bachelors of Science, Economics
Brigham Young University - Hawaii 2003 — 2005
Business and Economics courses
SLED Investment Group July 2014 - Present
Wealth Navigation LLC October 2010 - June 2014
Goldman Sachs September 2009 - October 2010
Beneficial Financial Group March 2007 - September 2009
Etrade Financial August 2006 - February 2007
Mountain America Credit Union August 2005 - August 2006
Church Organization January 2001 - January 2003
Skills
FINRA, Securities, Series 7, Series 63, Wealth Management, Investments, Hedge Funds, Alternative Investments, Portfolio Management, Investment Management, Asset Managment, Investment Advisory, Financial Analysis, Mutual Funds, Financial Services, Due Diligence, Financial Advisory, Equities, Credit, Asset Allocation, Trading, Bloomberg, Options, Strategic Financial..., Series 24, Retirement, Investment Strategies, Asset Management, Finance, Financial Planning
Education
University of Utah 2005 — 2006
Bachelors of Science, Economics
University of Utah 2005 — 2006
Bachelors of Science, Economics
Brigham Young University - Hawaii 2003 — 2005
Business and Economics courses
Tony Nwaobi Tony Nwaobi's E*TRADE Financial Experience September 1997 - August 2005
Job Owner at Royal Beauty Supply
Industry Medical Devices
Experience
Royal Beauty Supply January 2012 - Present
Branik Medical Supply August 2005 - Present
E*TRADE Financial September 1997 - August 2005
Holiday Inn, Hollywood August 1990 - September 1997
Education
California State University-Los Angeles
Business Administration
Wst Los Angeles College
Business Administration
Royal Beauty Supply January 2012 - Present
Branik Medical Supply August 2005 - Present
E*TRADE Financial September 1997 - August 2005
Holiday Inn, Hollywood August 1990 - September 1997
Education
California State University-Los Angeles
Business Administration
Wst Los Angeles College
Business Administration
Rebeca Dawn's E*TRADE Financial Experience February 2007 - July 2008
Job Organization Development and Project Management
Industry Management Consulting
Experience
Goldman Sachs August 2008 - April 2013
E*TRADE Financial February 2007 - July 2008
Grange Insurance Association February 2005 - June 2006
Skills
Project Management, Management, Risk Management, Financial Analysis, Due Diligence, Leadership, Business Process..., Written & Oral..., Negotiation, Communication Skills, Change Management, Organization, People Development, Mentoring, Tax Reporting, Corporate Actions, Financial Products, Series 7, SharePoint, MS Project, Learn New Software..., Financial Services, Portfolio Management
Education
Brigham Young University 2002 — 2003
Master's degree, Music Composition
Brigham Young University 2000 — 2002
Bachelor's degree, Music Composition
Goldman Sachs August 2008 - April 2013
E*TRADE Financial February 2007 - July 2008
Grange Insurance Association February 2005 - June 2006
Skills
Project Management, Management, Risk Management, Financial Analysis, Due Diligence, Leadership, Business Process..., Written & Oral..., Negotiation, Communication Skills, Change Management, Organization, People Development, Mentoring, Tax Reporting, Corporate Actions, Financial Products, Series 7, SharePoint, MS Project, Learn New Software..., Financial Services, Portfolio Management
Education
Brigham Young University 2002 — 2003
Master's degree, Music Composition
Brigham Young University 2000 — 2002
Bachelor's degree, Music Composition
Jim McKennan Jim McKennan's E*TRADE Financial Experience 1997 - 2003
Job Experienced Service Desk Director, IT Director, IT Management Consultant, Certified Training Professional (CTP), Writer
Industry Information Technology and Services
Experience
Pink Elephant 2005 - Present
Alternative Resources Corporation 2004 - 2005
Quorum Technologies, Inc. (MedX Connect) 2003 - 2004
E*TRADE Financial 1997 - 2003
Viking Freight System 1985 - 1997
Skills
IT Service Management, Service Management, ITIL, Incident Management, IT Management, IT Strategy, ISO 20000, COBIT, Service Improvement, Problem Management, Information Security..., Vendor Management, Cloud Computing, Root Cause Analysis, Change Management, Service Desk, CMDB, Personnel Performance..., IT Outsourcing
Education
California State University-East Bay
Bachelor of Arts (B.A.), Major Psychology, Minor Sociology
Foothill College
Associate of Arts (A.A.), Psychology, Sociology, Philosophy, Statistics
US Army Non-Commissioned Officers Academy, Fort Riley Kansas
Pink Elephant 2005 - Present
Alternative Resources Corporation 2004 - 2005
Quorum Technologies, Inc. (MedX Connect) 2003 - 2004
E*TRADE Financial 1997 - 2003
Viking Freight System 1985 - 1997
Skills
IT Service Management, Service Management, ITIL, Incident Management, IT Management, IT Strategy, ISO 20000, COBIT, Service Improvement, Problem Management, Information Security..., Vendor Management, Cloud Computing, Root Cause Analysis, Change Management, Service Desk, CMDB, Personnel Performance..., IT Outsourcing
Education
California State University-East Bay
Bachelor of Arts (B.A.), Major Psychology, Minor Sociology
Foothill College
Associate of Arts (A.A.), Psychology, Sociology, Philosophy, Statistics
US Army Non-Commissioned Officers Academy, Fort Riley Kansas
Nathan van Moppes Nathan van Moppes's E*TRADE Financial Experience August 2010 - February 2013
Job Senior Analyst at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates February 2013 - Present
E*TRADE Financial August 2010 - February 2013
Eqis Capital Management August 2009 - June 2010
Scottrade January 2007 - September 2007
AXA Advisors August 2006 - December 2006
Skills
Bloomberg, Reuters, Microsoft Excel, Access, Capital Markets, Asset Allocation, Fixed Income, Risk Management, Investments, Banking
Education
California State University-Northridge 2006 — 2008
Bachelor of Science (B.S.), Finance
Wilshire Associates February 2013 - Present
E*TRADE Financial August 2010 - February 2013
Eqis Capital Management August 2009 - June 2010
Scottrade January 2007 - September 2007
AXA Advisors August 2006 - December 2006
Skills
Bloomberg, Reuters, Microsoft Excel, Access, Capital Markets, Asset Allocation, Fixed Income, Risk Management, Investments, Banking
Education
California State University-Northridge 2006 — 2008
Bachelor of Science (B.S.), Finance
Garth Gross's E*TRADE Financial Experience April 2003 - May 2005
Job Senior QA Engineer at PowerSchool Group
Industry Computer Software
Experience
PowerSchool Group LLC August 2015 - Present
Pearson K-12 Technology June 2006 - July 2015
Apple May 2005 - June 2006
E*TRADE Financial April 2003 - May 2005
Earthlink October 2002 - March 2003
Enterprise Rent-A-Car June 2000 - October 2002
Skills
Perl, QTP, Oracle SQL, Windows Server, Mac OS X, Bash, VBScript, Quality Assurance, Oracle, OS X, Java, SQL, Troubleshooting, XML, Databases, Testing, Agile Methodologies, Test Automation, Software Quality..., Web Services, Windows, PL/SQL, VMware, JIRA, Tomcat, REST, Manual Testing, Test Cases, Web Applications, Microsoft SQL Server, Linux, JSP, Scrum, MySQL, JavaScript, Eclipse, Ant, Software Development, Shell Scripting, Agile Project Management, User Acceptance Testing, Test Planning, Unix, JSON, Operating Systems, Web Development, Software Documentation, Selenium, SDLC, Subversion
Education
California State University-Chico 1996 — 2001
BS, Computer Engineering
Vacaville High School 1992 — 1996
PowerSchool Group LLC August 2015 - Present
Pearson K-12 Technology June 2006 - July 2015
Apple May 2005 - June 2006
E*TRADE Financial April 2003 - May 2005
Earthlink October 2002 - March 2003
Enterprise Rent-A-Car June 2000 - October 2002
Skills
Perl, QTP, Oracle SQL, Windows Server, Mac OS X, Bash, VBScript, Quality Assurance, Oracle, OS X, Java, SQL, Troubleshooting, XML, Databases, Testing, Agile Methodologies, Test Automation, Software Quality..., Web Services, Windows, PL/SQL, VMware, JIRA, Tomcat, REST, Manual Testing, Test Cases, Web Applications, Microsoft SQL Server, Linux, JSP, Scrum, MySQL, JavaScript, Eclipse, Ant, Software Development, Shell Scripting, Agile Project Management, User Acceptance Testing, Test Planning, Unix, JSON, Operating Systems, Web Development, Software Documentation, Selenium, SDLC, Subversion
Education
California State University-Chico 1996 — 2001
BS, Computer Engineering
Vacaville High School 1992 — 1996
Diane Cummings Diane Cummings's E*TRADE Financial Experience October 2009 - July 2015
Job Senior Manager Branch Operations at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial Corporation July 2015 - Present
E*TRADE Financial October 2009 - July 2015
Banc of America Investments October 2005 - October 2009
Bryant University September 2002 - May 2005
Skills
Process Improvement, Sales, Training, Investments, Series 7, Securities, FINRA, Series 24, Investment Advisory, Back Office, Uniform Combined State..., Financial Services, Customer Service, Series 63, Banking, Mutual Funds
Education
Bryant University 2001 — 2005
Business Administration, Accounting
E*TRADE Financial Corporation July 2015 - Present
E*TRADE Financial October 2009 - July 2015
Banc of America Investments October 2005 - October 2009
Bryant University September 2002 - May 2005
Skills
Process Improvement, Sales, Training, Investments, Series 7, Securities, FINRA, Series 24, Investment Advisory, Back Office, Uniform Combined State..., Financial Services, Customer Service, Series 63, Banking, Mutual Funds
Education
Bryant University 2001 — 2005
Business Administration, Accounting
John McGill's E*TRADE Financial Experience May 2007 - November 2010
Job Associate Creative Director at DDB New York
Industry Marketing and Advertising
Experience
DDB July 2013 - Present
Organic January 2013 - June 2013
Wunderman/Y&R Brands December 2010 - January 2013
E*TRADE Financial May 2007 - November 2010
Evans, Hardy & Young June 2005 - April 2007
Swell April 2005 - June 2005
Skills
Interactive Advertising, Storytelling, Art Direction, Interaction Design, Advertising, Creative Direction, Graphic Design, Typography, Concept Development, Digital Media, Interactive Marketing, Art, Video, Photography, Integrated Marketing
Education
California State University-Fullerton
BFA, Graphic design
DDB July 2013 - Present
Organic January 2013 - June 2013
Wunderman/Y&R Brands December 2010 - January 2013
E*TRADE Financial May 2007 - November 2010
Evans, Hardy & Young June 2005 - April 2007
Swell April 2005 - June 2005
Skills
Interactive Advertising, Storytelling, Art Direction, Interaction Design, Advertising, Creative Direction, Graphic Design, Typography, Concept Development, Digital Media, Interactive Marketing, Art, Video, Photography, Integrated Marketing
Education
California State University-Fullerton
BFA, Graphic design
Andrew Egelhofer Andrew Egelhofer's E*TRADE Financial Experience August 2011 - June 2013
Job Unix for the win!
Industry Computer Networking
Experience
Rubicon Project February 2014 - Present
Rubicon Project June 2013 - February 2014
E*TRADE Financial August 2011 - June 2013
ClickAway Computers June 2009 - December 2010
Skills
Python, Perl, Unix, Bash, Unix Shell Scripting, C++, Java, Ruby, Ruby on Rails, Subversion, Unix Administration, Puppet, Programming, Infrastructure Planning, Apache, Site Reliability, Infrastructure, Software Deployment, Git, JavaCC, Linux, Algorithms, Hadoop, Shell Scripting
Education
San Jose State University 2007 — 2011
B.S. Computer Science, Algorithms, Graphics
Cabrillo College 2004 — 2007
General Education, Computer Science
Rubicon Project February 2014 - Present
Rubicon Project June 2013 - February 2014
E*TRADE Financial August 2011 - June 2013
ClickAway Computers June 2009 - December 2010
Skills
Python, Perl, Unix, Bash, Unix Shell Scripting, C++, Java, Ruby, Ruby on Rails, Subversion, Unix Administration, Puppet, Programming, Infrastructure Planning, Apache, Site Reliability, Infrastructure, Software Deployment, Git, JavaCC, Linux, Algorithms, Hadoop, Shell Scripting
Education
San Jose State University 2007 — 2011
B.S. Computer Science, Algorithms, Graphics
Cabrillo College 2004 — 2007
General Education, Computer Science
Elizabeth Zainasheff Elizabeth Zainasheff's E*TRADE Financial Experience July 1996 - June 1997
Job Vice President at Heretic Brewing Company
Industry Information Services
Experience
Heretic Brewing Company January 2011 - Present
Stone Lakes National Wildlife Refuge Association February 2000 - March 2012
M/UX Data Systems, Inc February 2008 - April 2011
E*TRADE Financial July 1996 - June 1997
Professional Solutions, Inc. February 1995 - July 1996
Qualcomm September 1993 - February 1995
CableData August 1989 - September 1993
Skills
Management, Team Leadership, Accounting, Account Management, Customer Service, Vendor Management, Training, Recruiting, Human Resources, Project Management, Start-ups, System Administration, Sales Management, Team Building, New Business Development, Business Strategy, Cross-functional Team..., Call Centers, Public Relations, Process Improvement, Budgets, Product Management, Leadership, Business Development, Business Analysis, Strategic Partnerships, Product Marketing, Business Planning, Change Management, Marketing, Entrepreneurship, Organizational..., Research, Analysis, Strategic Planning, Coaching, Marketing Strategy, Strategy, Negotiation, Software Documentation, Project Planning, Employee Relations, Forecasting, Contract Negotiation, CRM, Sales, Performance Management, Management Consulting, Business Process..., Salesforce.com
Education
California State University-Sacramento 1983 — 1984
Certified Travel Consultant
California State University-Northridge 1980 — 1983
B.A., Mass Media Communication
Cabrillo Senior High School 1974 — 1977
Heretic Brewing Company January 2011 - Present
Stone Lakes National Wildlife Refuge Association February 2000 - March 2012
M/UX Data Systems, Inc February 2008 - April 2011
E*TRADE Financial July 1996 - June 1997
Professional Solutions, Inc. February 1995 - July 1996
Qualcomm September 1993 - February 1995
CableData August 1989 - September 1993
Skills
Management, Team Leadership, Accounting, Account Management, Customer Service, Vendor Management, Training, Recruiting, Human Resources, Project Management, Start-ups, System Administration, Sales Management, Team Building, New Business Development, Business Strategy, Cross-functional Team..., Call Centers, Public Relations, Process Improvement, Budgets, Product Management, Leadership, Business Development, Business Analysis, Strategic Partnerships, Product Marketing, Business Planning, Change Management, Marketing, Entrepreneurship, Organizational..., Research, Analysis, Strategic Planning, Coaching, Marketing Strategy, Strategy, Negotiation, Software Documentation, Project Planning, Employee Relations, Forecasting, Contract Negotiation, CRM, Sales, Performance Management, Management Consulting, Business Process..., Salesforce.com
Education
California State University-Sacramento 1983 — 1984
Certified Travel Consultant
California State University-Northridge 1980 — 1983
B.A., Mass Media Communication
Cabrillo Senior High School 1974 — 1977
Elijah Bowen Elijah Bowen's E*TRADE Financial Experience August 2009 - August 2010
Job
Industry Research
Experience
Dartmouth College August 2013 - Present
Epic September 2011 - July 2013
Soneplar Space Systems March 2010 - July 2011
University of California, Irvine September 2010 - June 2011
E*TRADE Financial August 2009 - August 2010
Bucknell University January 2008 - August 2008
AMC Theatres Inc June 2003 - August 2005
Contractor January 2000 - January 2003
Education
Dartmouth College
Doctor of Philosophy (Ph.D.)
University of California, Irvine 2010 — 2011
M.S.
Bucknell University 2005 — 2009
B.S.
Dartmouth College August 2013 - Present
Epic September 2011 - July 2013
Soneplar Space Systems March 2010 - July 2011
University of California, Irvine September 2010 - June 2011
E*TRADE Financial August 2009 - August 2010
Bucknell University January 2008 - August 2008
AMC Theatres Inc June 2003 - August 2005
Contractor January 2000 - January 2003
Education
Dartmouth College
Doctor of Philosophy (Ph.D.)
University of California, Irvine 2010 — 2011
M.S.
Bucknell University 2005 — 2009
B.S.
Kim Cronk's E*TRADE Financial Experience November 2010 - May 2011
Job Sr Recruiter/Talent Acquisition Consultant
Industry Staffing and Recruiting
Experience
Centric Software July 2015 - September 2015
EFI - Electronics For Imaging October 2014 - March 2015
Milestone Technologies, Inc. March 2014 - June 2014
Milestone Technologies October 2012 - October 2013
Brainstorm Consulting February 2006 - October 2012
Digital Air Strike (Formally ResponseLogix) February 2012 - April 2012
CashEdge - Now part of FiServe May 2011 - December 2011
E*TRADE Financial November 2010 - May 2011
Sabbatical October 2009 - October 2010
HR Solutions Partners Inc. June 2009 - October 2009
Skills
Talent Acquisition, Recruiting, Technical Recruiting, Full Life Cycle..., Microsoft Word, Ability to work under..., Pipeline Development, High performance, Detail-oriented with a..., Ability to establish..., Creative, Multi Tasking, ATS Systems, Excellent Problem..., Problem Solving, Organization, Applicant Tracking...
Education
California State University-Chico
BA, Social Science - Hospitality Management
Centric Software July 2015 - September 2015
EFI - Electronics For Imaging October 2014 - March 2015
Milestone Technologies, Inc. March 2014 - June 2014
Milestone Technologies October 2012 - October 2013
Brainstorm Consulting February 2006 - October 2012
Digital Air Strike (Formally ResponseLogix) February 2012 - April 2012
CashEdge - Now part of FiServe May 2011 - December 2011
E*TRADE Financial November 2010 - May 2011
Sabbatical October 2009 - October 2010
HR Solutions Partners Inc. June 2009 - October 2009
Skills
Talent Acquisition, Recruiting, Technical Recruiting, Full Life Cycle..., Microsoft Word, Ability to work under..., Pipeline Development, High performance, Detail-oriented with a..., Ability to establish..., Creative, Multi Tasking, ATS Systems, Excellent Problem..., Problem Solving, Organization, Applicant Tracking...
Education
California State University-Chico
BA, Social Science - Hospitality Management
Blake Smith Blake Smith's E*TRADE Financial Experience August 1999 - May 2005
Job ProPartner Staffing LLC
Industry Financial Services
Experience
Pro-Partners Staffing LLC February 2010 - Present
Saugatuck Fishing Guides LLC January 2005 - Present
Associates of Westport May 2007 - February 2010
RBC Capital Markets May 2005 - May 2007
E*TRADE Financial August 1999 - May 2005
Skills
Equities, Hedge Funds, Fixed Income, Trading, Asset Managment, Financial Modeling, Derivatives, Capital Markets, Portfolio Management, Financial Analysis, Risk Management, Investments, Valuation, Corporate Finance, Investment Banking, Asset Management, Recruiting, Temporary Staffing, Private Equity, Mergers & Acquisitions
Education
Bryant University 1990 — 1993
Bachelor of Science (BS), Marketing
Springfield College 1989 — 1990
Pro-Partners Staffing LLC February 2010 - Present
Saugatuck Fishing Guides LLC January 2005 - Present
Associates of Westport May 2007 - February 2010
RBC Capital Markets May 2005 - May 2007
E*TRADE Financial August 1999 - May 2005
Skills
Equities, Hedge Funds, Fixed Income, Trading, Asset Managment, Financial Modeling, Derivatives, Capital Markets, Portfolio Management, Financial Analysis, Risk Management, Investments, Valuation, Corporate Finance, Investment Banking, Asset Management, Recruiting, Temporary Staffing, Private Equity, Mergers & Acquisitions
Education
Bryant University 1990 — 1993
Bachelor of Science (BS), Marketing
Springfield College 1989 — 1990
Mike Whitehorn Mike Whitehorn's E*TRADE Financial Experience January 2000 - February 2005
Job Senior Quality Consultant at HealthNet Federal Services
Industry Hospital & Health Care
Experience
HealthNet Federal Services April 2010 - Present
LifeMasters Supported SelfCare January 2006 - April 2010
Blue shield of California February 2005 - January 2006
E*TRADE Financial January 2000 - February 2005
Skills
Process Management, Quality Assurance, Design of Experiments, Statistics, Six Sigma, Lean Manufacturing, Quality Management, Process Improvement, Minitab, DMAIC, Quality Systems, Continuous Improvement, SPC, Black Belt, ISO, Business Process..., Project Management, Business Process Mapping, Performance Improvement, Business Process, Healthcare, Performance Management, Business Intelligence, Managed Care, Call Centers, Data Analysis, HIPAA, Leadership, Operations Management, Analysis, Strategy, Cross-functional Team..., Quality Auditing, Management, Quality System, Visio, Vendor Management, Software Documentation, Change Management, Program Management, Project Portfolio..., PMP, Disease Management, Process Engineering, Healthcare Consulting, Medicare, PMO, Operational Excellence, Business Analysis, TQM
Education
California Polytechnic State University-San Luis Obispo 1981 — 1984
BS, Statistics
Del Campo High School
HealthNet Federal Services April 2010 - Present
LifeMasters Supported SelfCare January 2006 - April 2010
Blue shield of California February 2005 - January 2006
E*TRADE Financial January 2000 - February 2005
Skills
Process Management, Quality Assurance, Design of Experiments, Statistics, Six Sigma, Lean Manufacturing, Quality Management, Process Improvement, Minitab, DMAIC, Quality Systems, Continuous Improvement, SPC, Black Belt, ISO, Business Process..., Project Management, Business Process Mapping, Performance Improvement, Business Process, Healthcare, Performance Management, Business Intelligence, Managed Care, Call Centers, Data Analysis, HIPAA, Leadership, Operations Management, Analysis, Strategy, Cross-functional Team..., Quality Auditing, Management, Quality System, Visio, Vendor Management, Software Documentation, Change Management, Program Management, Project Portfolio..., PMP, Disease Management, Process Engineering, Healthcare Consulting, Medicare, PMO, Operational Excellence, Business Analysis, TQM
Education
California Polytechnic State University-San Luis Obispo 1981 — 1984
BS, Statistics
Del Campo High School
Brandon Callahan Brandon Callahan's E*TRADE Financial Experience May 2013 - June 2015
Job Texas Tech University School of Law Class of 2018
Industry Financial Services
Experience
E*TRADE Financial May 2013 - June 2015
Mybullfrog.com - Verizon Wireless Premium Retailer July 2012 - February 2013
Spillman Technologies October 2010 - April 2011
Skills
Market Research, Sales, Microsoft Office, Microsoft Excel, PowerPoint, Team Leadership, Customer Service, Microsoft Word, Outlook, Public Speaking, Social Media, Statistics
Education
Texas Tech University School of Law 2015 — 2018
Doctor of Law (JD), Law
Brigham Young University - Idaho 2009 — 2013
Bachelor of Science (BS), Business Finance
E*TRADE Financial May 2013 - June 2015
Mybullfrog.com - Verizon Wireless Premium Retailer July 2012 - February 2013
Spillman Technologies October 2010 - April 2011
Skills
Market Research, Sales, Microsoft Office, Microsoft Excel, PowerPoint, Team Leadership, Customer Service, Microsoft Word, Outlook, Public Speaking, Social Media, Statistics
Education
Texas Tech University School of Law 2015 — 2018
Doctor of Law (JD), Law
Brigham Young University - Idaho 2009 — 2013
Bachelor of Science (BS), Business Finance
Steven Holmes's E*TRADE Financial Experience 2002 - 2002
Job Photographer | Videographer
Industry Media Production
Experience
STEVEN HOLMES STUDIO March 2005 - Present
Wachovia, A Wells Fargo Company 2003 - 2005
E*TRADE Financial 2002 - 2002
EDP Contract Services 2001 - 2001
E*TRADE Financial 1997 - 1999
Sysco 1994 - 1995
United States Marine Corps 1985 - 1989
Skills
Photography, Video Editing, Sound Editing, Video Direction, Storytelling, Story Structure, Multimedia, Editing, Video, Production, Film, Video Production, Audio, Photoshop, Documentary, Final Cut Pro, Stories, Post Production, Music, Social Media, Media Production, Camera, Short Films, Shooting, HD, Avid, Directing, HD Video, Journalism, Producing, Editorial
Education
California State University-Chico 1990 — 1994
Mass Communications
STEVEN HOLMES STUDIO March 2005 - Present
Wachovia, A Wells Fargo Company 2003 - 2005
E*TRADE Financial 2002 - 2002
EDP Contract Services 2001 - 2001
E*TRADE Financial 1997 - 1999
Sysco 1994 - 1995
United States Marine Corps 1985 - 1989
Skills
Photography, Video Editing, Sound Editing, Video Direction, Storytelling, Story Structure, Multimedia, Editing, Video, Production, Film, Video Production, Audio, Photoshop, Documentary, Final Cut Pro, Stories, Post Production, Music, Social Media, Media Production, Camera, Short Films, Shooting, HD, Avid, Directing, HD Video, Journalism, Producing, Editorial
Education
California State University-Chico 1990 — 1994
Mass Communications
Ann Grant Ann Grant's E*TRADE Financial Experience September 2002 - June 2004
Job Director of Accounting at Zodiac Pool Systems
Industry Consumer Goods
Experience
Zodiac Pool Systems March 2014 - Present
Active Network, Inc June 2010 - March 2014
ViaSat July 2006 - June 2010
Intuit June 2004 - July 2006
E*TRADE Financial September 2002 - June 2004
PwC January 1996 - June 2002
Skills
SEC Financial Reporting, Aquisition, IPO, Sarbanes-Oxley Act, SEC filings, US GAAP, Accounting, Integration, Oracle, Process Improvement, Auditing, Cost Accounting, Financial Reporting, GAAP, General Ledger, Internal Audit, Internal Controls, Revenue Recognition, SEC Filings
Education
California Polytechnic State University-San Luis Obispo 1990 — 1995
B.S., Bus. Admin
Zodiac Pool Systems March 2014 - Present
Active Network, Inc June 2010 - March 2014
ViaSat July 2006 - June 2010
Intuit June 2004 - July 2006
E*TRADE Financial September 2002 - June 2004
PwC January 1996 - June 2002
Skills
SEC Financial Reporting, Aquisition, IPO, Sarbanes-Oxley Act, SEC filings, US GAAP, Accounting, Integration, Oracle, Process Improvement, Auditing, Cost Accounting, Financial Reporting, GAAP, General Ledger, Internal Audit, Internal Controls, Revenue Recognition, SEC Filings
Education
California Polytechnic State University-San Luis Obispo 1990 — 1995
B.S., Bus. Admin
Diana Lastre Diana Lastre's E*TRADE Financial Experience 2003 - 2006
Job Realtor, CDPE, SFR at Realty One Group Southwest
Industry Real Estate
Experience
Realty ONE Group Southwest July 2003 - Present
E*TRADE Financial 2003 - 2006
Skills
Short Sales, Foreclosures, REO, Real Estate, SFR, CDPE, Sellers, Single Family Homes, First Time Home Buyers, Listings, Relocation, Investors, Sales, Property, Buyer Representation, Buyers, Condos, Residential Homes, Investment Properties
Education
CSUN 1998 — 2002
Bachelor of Arts (B.A.), Communication and Media Studies
California State University-Northridge 1997 — 2002
Bachelor's degree, Interdisciplinary Communications
Realty ONE Group Southwest July 2003 - Present
E*TRADE Financial 2003 - 2006
Skills
Short Sales, Foreclosures, REO, Real Estate, SFR, CDPE, Sellers, Single Family Homes, First Time Home Buyers, Listings, Relocation, Investors, Sales, Property, Buyer Representation, Buyers, Condos, Residential Homes, Investment Properties
Education
CSUN 1998 — 2002
Bachelor of Arts (B.A.), Communication and Media Studies
California State University-Northridge 1997 — 2002
Bachelor's degree, Interdisciplinary Communications
Scott Shaughnessy Scott Shaughnessy's E*TRADE Financial Experience 2004 - 2005
Job Artist @ www.Artisticlounge.com
Industry Marketing and Advertising
Experience
Artstic Lounge October 2011 - June 2015
State of California Department of Forestry and Fire Protection 2008 - 2011
Price-Less Drug Stores 2005 - 2007
E*TRADE Financial 2004 - 2005
GMAC-RFC 2002 - 2004
Housing Authority of the County of San Joaquin 2001 - 2002
Skills
Customer Service, Leadership, Retail, Sales, Salesforce.com, Marketing, Account Management, Insurance, Time Management, Direct Sales, Cold Calling, Team Leadership, Team Building
Education
California State University-Chico 1996 — 2001
Bachelor of Science, Business Administration, Marketing
Artstic Lounge October 2011 - June 2015
State of California Department of Forestry and Fire Protection 2008 - 2011
Price-Less Drug Stores 2005 - 2007
E*TRADE Financial 2004 - 2005
GMAC-RFC 2002 - 2004
Housing Authority of the County of San Joaquin 2001 - 2002
Skills
Customer Service, Leadership, Retail, Sales, Salesforce.com, Marketing, Account Management, Insurance, Time Management, Direct Sales, Cold Calling, Team Leadership, Team Building
Education
California State University-Chico 1996 — 2001
Bachelor of Science, Business Administration, Marketing
Bilal Green Bilal Green's E*TRADE Financial Experience November 2002 - September 2004
Job Mortgage Banker at Chase
Industry Real Estate
Experience
J.P. Morgan June 2015 - Present
La Paz Mortgage September 2007 - June 2015
Bank of America July 2012 - July 2014
Rab Communications January 2012 - July 2012
VXI Global Solutions, Inc October 2009 - January 2012
Triumphant Mortgage April 2006 - October 2009
LendingTree, LLC 2004 - 2006
Etrade Financial November 2002 - September 2004
Irwin Mortgage 2003 - 2004
Irwin Mortgage 2003 - 2004
Skills
Risk Management, Cost Management, Task Management, Project Quality, Project and Team..., Project Intergration, Scope Management, Human Resources, Customer Satisfaction, Quality Control, Team Management, Cross-functional Team..., Time Management, Budgets, Contract Negotiation, Analysis, Call Centers, Training, Marketing, Management, Real Estate, Process Improvement, Leadership, Project Management, Mortgage Lending, Strategy, Sales, Loans, Investment Properties, FHA, Credit, Customer Service, Loan Origination, Negotiation, First Time Home Buyers, Strategic Planning, Residential Homes, Sales Management, Foreclosures, Single Family Homes, Short Sales, REO, Sellers, Investors
Education
California State University-Dominguez Hills 2006 — 2010
Project Management Certification, Project Management
DeVry University 1993 — 1996
Telecommunications Management
J.P. Morgan June 2015 - Present
La Paz Mortgage September 2007 - June 2015
Bank of America July 2012 - July 2014
Rab Communications January 2012 - July 2012
VXI Global Solutions, Inc October 2009 - January 2012
Triumphant Mortgage April 2006 - October 2009
LendingTree, LLC 2004 - 2006
Etrade Financial November 2002 - September 2004
Irwin Mortgage 2003 - 2004
Irwin Mortgage 2003 - 2004
Skills
Risk Management, Cost Management, Task Management, Project Quality, Project and Team..., Project Intergration, Scope Management, Human Resources, Customer Satisfaction, Quality Control, Team Management, Cross-functional Team..., Time Management, Budgets, Contract Negotiation, Analysis, Call Centers, Training, Marketing, Management, Real Estate, Process Improvement, Leadership, Project Management, Mortgage Lending, Strategy, Sales, Loans, Investment Properties, FHA, Credit, Customer Service, Loan Origination, Negotiation, First Time Home Buyers, Strategic Planning, Residential Homes, Sales Management, Foreclosures, Single Family Homes, Short Sales, REO, Sellers, Investors
Education
California State University-Dominguez Hills 2006 — 2010
Project Management Certification, Project Management
DeVry University 1993 — 1996
Telecommunications Management
Rebecca Bauley Rebecca Bauley's E*TRADE Financial Experience December 2011 - September 2013
Job Operational Marketing Manager, GeoIntelligence, North America at Airbus Defense and Space
Industry Marketing and Advertising
Experience
Airbus Defense and Space September 2013 - Present
E*TRADE Financial December 2011 - September 2013
Constellation Federal Credit Union May 2008 - December 2011
Virginia Western Community College May 2007 - August 2007
Skills
Adobe Creative Suite, Adobe Acrobat, Photoshop, InDesign, Word, PowerPoint, Digital Photography, Blogging, Facebook, Online Marketing, Social Media Marketing, Public Relations, Consumer Advertising, Direct Marketing, Online Advertising, Marketing Communications, Microsoft Word, Graphic Design, Marketing, Direct Mail, Social Media, Marketing Strategy, Illustrator, Creative Direction
Education
West Virginia University 2010 — 2013
M.S.in IMC
CUNA Marketing Management School 2008 — 2010
N/A
Bridgewater College 2003 — 2008
Art
Glenvar
Airbus Defense and Space September 2013 - Present
E*TRADE Financial December 2011 - September 2013
Constellation Federal Credit Union May 2008 - December 2011
Virginia Western Community College May 2007 - August 2007
Skills
Adobe Creative Suite, Adobe Acrobat, Photoshop, InDesign, Word, PowerPoint, Digital Photography, Blogging, Facebook, Online Marketing, Social Media Marketing, Public Relations, Consumer Advertising, Direct Marketing, Online Advertising, Marketing Communications, Microsoft Word, Graphic Design, Marketing, Direct Mail, Social Media, Marketing Strategy, Illustrator, Creative Direction
Education
West Virginia University 2010 — 2013
M.S.in IMC
CUNA Marketing Management School 2008 — 2010
N/A
Bridgewater College 2003 — 2008
Art
Glenvar
Lori Kamuf, MBA Lori Kamuf, MBA's E*TRADE Financial Experience 2003 - 2006
Job Professional in Financial Services
Industry Financial Services
Experience
A Financial Institution June 2013 - May 2015
Wells Fargo Advisors, LLC December 2011 - June 2013
Franklin Templeton Investments March 2007 - December 2011
E*TRADE Financial 2003 - 2006
Robert Mondavi 2003 - 2004
Skills
Organizational..., Management, Leadership, Public Speaking, Coaching, Customer Service, Strategic Planning, Microsoft Office, Employee Benefits, Investments, Leadership Development, Series 6, Wealth Management, Asset Allocation, Financial Analysis, Insurance, 401k, Retirement Planning, Process Improvement, Marketing, Time Management, Sales, Training, Mutual Funds, Team Building, Securities, Microsoft Excel
Education
National University 2005 — 2007
Master of Business Administration (MBA), Organizational Leadership
CSU Chico 1999 — 2003
Bachelor of Arts (BA), Communication Studies, Speech Communication
FINRA Series 7, 63, 65, 9, 10
A Financial Institution June 2013 - May 2015
Wells Fargo Advisors, LLC December 2011 - June 2013
Franklin Templeton Investments March 2007 - December 2011
E*TRADE Financial 2003 - 2006
Robert Mondavi 2003 - 2004
Skills
Organizational..., Management, Leadership, Public Speaking, Coaching, Customer Service, Strategic Planning, Microsoft Office, Employee Benefits, Investments, Leadership Development, Series 6, Wealth Management, Asset Allocation, Financial Analysis, Insurance, 401k, Retirement Planning, Process Improvement, Marketing, Time Management, Sales, Training, Mutual Funds, Team Building, Securities, Microsoft Excel
Education
National University 2005 — 2007
Master of Business Administration (MBA), Organizational Leadership
CSU Chico 1999 — 2003
Bachelor of Arts (BA), Communication Studies, Speech Communication
FINRA Series 7, 63, 65, 9, 10
Alex Sakaguchi's E*TRADE Financial Experience September 2007 - January 2008
Job Director, Product Marketing at Veritas Technologies Corporation
Industry Computer Software
Experience
Veritas Technologies Corporation February 2015 - Present
Symantec Corporation August 2014 - Present
Symantec Corporation June 2011 - August 2014
Symantec Corporation December 2010 - May 2011
BD Medical April 2010 - August 2010
E*TRADE Financial September 2007 - January 2008
American Savings Bank December 2006 - September 2007
Skills
Adobe Creative Suite, Go-to-market Strategy, Marketing Strategy, Product Marketing, Competitive Analysis, Product Management, Market Research, Marketing, Online Advertising, Analytics, Cross-functional Team..., Business Development, Product Development, Web Analytics, Salesforce.com, Leadership, Digital Marketing, E-commerce, Business Strategy, Project Management, Management, Strategy, Product Launch
Education
Brigham Young University 2009 — 2011
MBA, Marketing Emphasis
Brigham Young University - Hawaii 2004 — 2006
Bachelor of Science, International Business Management
Veritas Technologies Corporation February 2015 - Present
Symantec Corporation August 2014 - Present
Symantec Corporation June 2011 - August 2014
Symantec Corporation December 2010 - May 2011
BD Medical April 2010 - August 2010
E*TRADE Financial September 2007 - January 2008
American Savings Bank December 2006 - September 2007
Skills
Adobe Creative Suite, Go-to-market Strategy, Marketing Strategy, Product Marketing, Competitive Analysis, Product Management, Market Research, Marketing, Online Advertising, Analytics, Cross-functional Team..., Business Development, Product Development, Web Analytics, Salesforce.com, Leadership, Digital Marketing, E-commerce, Business Strategy, Project Management, Management, Strategy, Product Launch
Education
Brigham Young University 2009 — 2011
MBA, Marketing Emphasis
Brigham Young University - Hawaii 2004 — 2006
Bachelor of Science, International Business Management
Norman Yee Norman Yee's E*TRADE Financial Experience February 2007 - February 2009
Job Financial Advisor at Wescom Financial Services
Industry Financial Services
Experience
Wescom Financial Services August 2011 - Present
E*TRADE Financial February 2007 - February 2009
TD Ameritrade June 2001 - February 2007
Countrywide May 2000 - May 2001
UBS April 1997 - April 2000
Torrance Police Department January 1994 - March 1997
Education
California State University-Long Beach 1988 — 1993
Bachelor of Science, Criminal Justice & Economics
Wescom Financial Services August 2011 - Present
E*TRADE Financial February 2007 - February 2009
TD Ameritrade June 2001 - February 2007
Countrywide May 2000 - May 2001
UBS April 1997 - April 2000
Torrance Police Department January 1994 - March 1997
Education
California State University-Long Beach 1988 — 1993
Bachelor of Science, Criminal Justice & Economics
David Gonsalves's E*TRADE Financial Experience 2004 - 2006
Job President at The Bond Exchange Inc
Industry Insurance
Experience
The Bond Exchange Inc July 2012 - Present
California Contractors Insurance Services July 2012 - March 2013
PWA Insurance Services 2008 - July 2012
ePlanning Securities July 2006 - 2008
E*TRADE Financial 2004 - 2006
Skills
Management, Insurance, Business Development, Retirement Planning, Investments, Securities, Mutual Funds, Retirement, Employee Benefits, Financial Services, Wealth, Strategic Financial..., Finance, Series 7, Health Insurance, Financial Planners, Bonds, High Net Worth..., IRAs, Property
Education
California State University-Sacramento
Business, Finance, Risk Management & Insurance
Jesuit High School 1994 — 1998
The Bond Exchange Inc July 2012 - Present
California Contractors Insurance Services July 2012 - March 2013
PWA Insurance Services 2008 - July 2012
ePlanning Securities July 2006 - 2008
E*TRADE Financial 2004 - 2006
Skills
Management, Insurance, Business Development, Retirement Planning, Investments, Securities, Mutual Funds, Retirement, Employee Benefits, Financial Services, Wealth, Strategic Financial..., Finance, Series 7, Health Insurance, Financial Planners, Bonds, High Net Worth..., IRAs, Property
Education
California State University-Sacramento
Business, Finance, Risk Management & Insurance
Jesuit High School 1994 — 1998
Greg Betz Greg Betz's E*TRADE Financial Experience January 2000 - September 2002
Job UX / Graphic Designer at Verizon Wireless
Industry Graphic Design
Experience
Verizon Wireless August 2005 - Present
Etrade Financial January 2000 - September 2002
E*TRADE Financial March 2000 - August 2002
Skills
Graphic Design, Typography, Adobe Creative Suite, Web Design, Logo Design, User Interface Design, Dreamweaver, QuarkXPress, Illustrator, InDesign, Flash, Interaction Design, E-commerce, Adobe Acrobat, Art Direction, Layout, Email Marketing, Branding & Identity, Brochures, Mac, User Experience, Online Advertising, Graphics
Education
California Polytechnic State University-San Luis Obispo 1992 — 1995
B.S., Graphic Design
Modesto Junior College 1990 — 1992
Associate of Arts (A.A.), Fine/Studio Arts, General
Verizon Wireless August 2005 - Present
Etrade Financial January 2000 - September 2002
E*TRADE Financial March 2000 - August 2002
Skills
Graphic Design, Typography, Adobe Creative Suite, Web Design, Logo Design, User Interface Design, Dreamweaver, QuarkXPress, Illustrator, InDesign, Flash, Interaction Design, E-commerce, Adobe Acrobat, Art Direction, Layout, Email Marketing, Branding & Identity, Brochures, Mac, User Experience, Online Advertising, Graphics
Education
California Polytechnic State University-San Luis Obispo 1992 — 1995
B.S., Graphic Design
Modesto Junior College 1990 — 1992
Associate of Arts (A.A.), Fine/Studio Arts, General
Jim Hutmacher Jim Hutmacher's E*TRADE Financial Experience January 2003 - April 2014
Job Director, Network Operations and Controls at IHG
Industry Information Technology and Services
Experience
IHG April 2014 - Present
E*TRADE Financial January 2003 - April 2014
NUMMI August 2002 - December 2002
Skills
Cisco Technologies, Data Center, Network Administration, Network Architecture, Network Engineering, Network Design, Security, Disaster Recovery, Network Performance..., Software Development, Netflow, Network Devices, Capacity Planning, Systems Analysis, Juniper Switches, VoIP, Telecommunications, Databases, Eagle Scout, Troubleshooting, Switches, Enterprise Software, Firewalls, MPLS, Networking
Education
Georgia State University - J. Mack Robinson College of Business 2006 — 2008
MBA, MBA - IT Consulting
California State University-Chico 1997 — 2002
Bachelor of Business Administration, MIS, Computer Science Minor
IHG April 2014 - Present
E*TRADE Financial January 2003 - April 2014
NUMMI August 2002 - December 2002
Skills
Cisco Technologies, Data Center, Network Administration, Network Architecture, Network Engineering, Network Design, Security, Disaster Recovery, Network Performance..., Software Development, Netflow, Network Devices, Capacity Planning, Systems Analysis, Juniper Switches, VoIP, Telecommunications, Databases, Eagle Scout, Troubleshooting, Switches, Enterprise Software, Firewalls, MPLS, Networking
Education
Georgia State University - J. Mack Robinson College of Business 2006 — 2008
MBA, MBA - IT Consulting
California State University-Chico 1997 — 2002
Bachelor of Business Administration, MIS, Computer Science Minor
Caroline Amirikhass-Pina Caroline Amirikhass-Pina's E*TRADE Financial Experience 1998 - 2004
Job Currently seeking career opportunities
Industry Real Estate
Experience
Chicago Title April 2009 - November 2012
State of California Board of Equalization November 2007 - April 2009
The Lending Connection 2006 - 2007
American Home Equity September 2005 - March 2006
AMC Mortgage Services 2006 - 2006
E*TRADE Financial 1998 - 2004
Skills
1031 Exchanges, Buyer Representation, Buyers, Closings, Commercial Real Estate, Condos, Credit, Customer Service, Escrow, FHA, FHA financing, First Time Home Buyers, Foreclosures, HUD, Investment Properties, Investors, Listings, Loan Modifications, Loan Origination, Loans, Loss Mitigation, Mortgage Banking, Mortgage Lending, Negotiation, New Home Sales, Notary Public, Property, Property Management, REO, Real Estate, Real Estate Financing, Real Estate Transactions, Real Property, Referrals, Refinance, Resellers, Residential Homes, Residential Mortgages, SFR, Sellers, Single Family Homes, Underwriting, VA loans
Education
California State University-Long Beach
Chicago Title April 2009 - November 2012
State of California Board of Equalization November 2007 - April 2009
The Lending Connection 2006 - 2007
American Home Equity September 2005 - March 2006
AMC Mortgage Services 2006 - 2006
E*TRADE Financial 1998 - 2004
Skills
1031 Exchanges, Buyer Representation, Buyers, Closings, Commercial Real Estate, Condos, Credit, Customer Service, Escrow, FHA, FHA financing, First Time Home Buyers, Foreclosures, HUD, Investment Properties, Investors, Listings, Loan Modifications, Loan Origination, Loans, Loss Mitigation, Mortgage Banking, Mortgage Lending, Negotiation, New Home Sales, Notary Public, Property, Property Management, REO, Real Estate, Real Estate Financing, Real Estate Transactions, Real Property, Referrals, Refinance, Resellers, Residential Homes, Residential Mortgages, SFR, Sellers, Single Family Homes, Underwriting, VA loans
Education
California State University-Long Beach
Jaime Stein's E*TRADE Financial Experience April 2011 - May 2013
Job Corporate Communications at Unilever
Industry Public Relations and Communications
Experience
Unilever June 2013 - Present
E*TRADE Financial April 2011 - May 2013
Joele Frank, Wilkinson Brimmer Katcher March 2006 - April 2011
Skills
Investor Relations, Strategic Communications, Corporate Communications, Crisis Communications, Media Relations, Press Releases, Public Relations, Internal Communications, Marketing Communications, Social Media, Communication Training, Editing
Education
Brooklyn Law School 2002 — 2005
JD, Law
Emory University 1998 — 2002
BA, Sociology
Unilever June 2013 - Present
E*TRADE Financial April 2011 - May 2013
Joele Frank, Wilkinson Brimmer Katcher March 2006 - April 2011
Skills
Investor Relations, Strategic Communications, Corporate Communications, Crisis Communications, Media Relations, Press Releases, Public Relations, Internal Communications, Marketing Communications, Social Media, Communication Training, Editing
Education
Brooklyn Law School 2002 — 2005
JD, Law
Emory University 1998 — 2002
BA, Sociology
Matthias Lathe Matthias Lathe's E*TRADE Financial Experience July 2004 - March 2010
Job Principal Software Engineer at Oracle
Industry Information Technology and Services
Experience
Oracle November 2012 - Present
Xsigo Systems (acquired by Oracle) October 2011 - November 2012
Pricelock March 2010 - October 2011
E*TRADE FINANCIAL July 2004 - March 2010
CSU Chico March 2003 - July 2004
Skills
grails, Groovy, Java, Awesomeness, jquery, Unix Shell Scripting, Memcached, Spring, Solr, Apache FOP, IntelliJ IDEA, NetBeans, PHP, CodeIgniter, CakePHP, Maven, Ant, Tomcat, Oracle, MySQL, SVN, Selenium, Apache, JIRA, Quartz, Drools, Spring MVC, Subversion, jQuery, AJAX, Perl, Shell Scripting, Servlets, Web Applications, Software Design, REST, Microsoft SQL Server, SOAP
Education
California State University-Chico 2004 — 2007
M.S., Computer Science
California State University-Chico 1999 — 2003
B.S., Computer Science
Oracle November 2012 - Present
Xsigo Systems (acquired by Oracle) October 2011 - November 2012
Pricelock March 2010 - October 2011
E*TRADE FINANCIAL July 2004 - March 2010
CSU Chico March 2003 - July 2004
Skills
grails, Groovy, Java, Awesomeness, jquery, Unix Shell Scripting, Memcached, Spring, Solr, Apache FOP, IntelliJ IDEA, NetBeans, PHP, CodeIgniter, CakePHP, Maven, Ant, Tomcat, Oracle, MySQL, SVN, Selenium, Apache, JIRA, Quartz, Drools, Spring MVC, Subversion, jQuery, AJAX, Perl, Shell Scripting, Servlets, Web Applications, Software Design, REST, Microsoft SQL Server, SOAP
Education
California State University-Chico 2004 — 2007
M.S., Computer Science
California State University-Chico 1999 — 2003
B.S., Computer Science
Bryan Youdan Bryan Youdan's E*TRADE Financial Experience April 2004 - July 2006
Job Software Developer (Contract) at Sefia Consulting
Industry Computer Software
Experience
Sefia Consulting February 2012 - Present
California Independent System Operator (CAISO) February 2010 - February 2012
Blackstone Technology Group August 2006 - February 2010
Etrade Financial April 2004 - July 2006
US Bank May 2002 - June 2004
Covansys April 2000 - May 2002
Integrated Realtime Information Systems (IRIS), Inc. March 1999 - April 2000
River City Internet Providers (RCIP) August 1996 - March 1999
Skills
Java, JavaScript, Grails, Spring, Hibernate, PL/SQL, Oracle 9i, MySQL, NoSQL, MongoDB, JMS, ActiveMQ, HornetQ, JUnit, Groovy, JSF, JSP, Servlets, GSP, Performance Tuning, Subversion, Perforce, Hudson, Data Modeling, UML, jQuery, Tomcat, JBoss Application Server, JBoss Seam, Perl, Unix, Unix Shell Scripting, Windows, Web Development, Web Services, SOA, SOAP, Ant, Maven, Eclipse, GORM, JPA, AJAX, Toad, Mac, Java Enterprise Edition, SQL, Oracle, Software Development, Databases
Education
California State University-Sacramento 1997 — 2001
BS, MIS
Sefia Consulting February 2012 - Present
California Independent System Operator (CAISO) February 2010 - February 2012
Blackstone Technology Group August 2006 - February 2010
Etrade Financial April 2004 - July 2006
US Bank May 2002 - June 2004
Covansys April 2000 - May 2002
Integrated Realtime Information Systems (IRIS), Inc. March 1999 - April 2000
River City Internet Providers (RCIP) August 1996 - March 1999
Skills
Java, JavaScript, Grails, Spring, Hibernate, PL/SQL, Oracle 9i, MySQL, NoSQL, MongoDB, JMS, ActiveMQ, HornetQ, JUnit, Groovy, JSF, JSP, Servlets, GSP, Performance Tuning, Subversion, Perforce, Hudson, Data Modeling, UML, jQuery, Tomcat, JBoss Application Server, JBoss Seam, Perl, Unix, Unix Shell Scripting, Windows, Web Development, Web Services, SOA, SOAP, Ant, Maven, Eclipse, GORM, JPA, AJAX, Toad, Mac, Java Enterprise Edition, SQL, Oracle, Software Development, Databases
Education
California State University-Sacramento 1997 — 2001
BS, MIS
Luke Daigle Luke Daigle's E*TRADE Financial Experience April 1996 - January 2007
Job Associate Director Operations
Industry Financial Services
Experience
UBS Private Wealth Management June 2015 - Present
Morgan Stanley Private Wealth Management November 2011 - May 2015
Fidelity Investments August 2007 - August 2011
E*TRADE Financial April 1996 - January 2007
Skills
Operations Management, Sales Management, Sales Process, Operational Excellence, Corporate Communications, New Hire Training, Direct Sales, Wealth Management, Business Process..., Series 7, Client Development, Relationship Management, training, Risk Management, High Net Worth..., Training, Cross-functional Team..., Leadership, Financial Services, Management, Finance, Sales, Mutual Funds, Banking, Portfolio Management
Education
California State University-East Bay 1993 — 1995
BA, Communications
UBS Private Wealth Management June 2015 - Present
Morgan Stanley Private Wealth Management November 2011 - May 2015
Fidelity Investments August 2007 - August 2011
E*TRADE Financial April 1996 - January 2007
Skills
Operations Management, Sales Management, Sales Process, Operational Excellence, Corporate Communications, New Hire Training, Direct Sales, Wealth Management, Business Process..., Series 7, Client Development, Relationship Management, training, Risk Management, High Net Worth..., Training, Cross-functional Team..., Leadership, Financial Services, Management, Finance, Sales, Mutual Funds, Banking, Portfolio Management
Education
California State University-East Bay 1993 — 1995
BA, Communications
Nicole Fountain's E*TRADE Financial Experience May 2000 - December 2002
Job Contract Editor/Writer/Tech Writer
Industry Writing and Editing
Experience
Independent Contractor July 2011 - Present
Streetwise Reports December 2008 - July 2011
Independent Contractor December 2005 - December 2008
HVS International October 2004 - September 2005
Scudder Weisel Capital January 2003 - September 2004
E*TRADE Financial May 2000 - December 2002
IDG Books Worldwide, Inc. June 1997 - April 2000
AltaMira Press April 1995 - June 1997
Entrepreneur magazine February 1994 - March 1995
Skills
Web Content, Editing, Newsletters, Publishing, Copy Editing, Proofreading, Editorial, Content Strategy, Content Development, Content Management, Mobile Content, Writing, Copywriting, Creative Writing, Corporate Communications, Marketing Communications, Publications, Online Marketing, Email Marketing, Research, Books, Press Releases, Journalism, Web Writing & Publishing, Web Content Editing, Technical Writing, Content Creation, CES/CMS, Develop Content Ideas, Quality Management, Lyricist, Fiction/Non-Fiction MSS..., Interviewing, Microsoft Office, MS Word, Photoshop, Illustrator, Dreamweaver, HTML, PageMaker, PC, Conferences, QuarkXPress, FrameMaker, Adobe Acrobat, Web Content Management, Image Editing, Hiring, Management, Marketing
Education
California State University-Long Beach 1992 — 1995
Bachelor’s Degree, English/Creative Writing
Santa Rosa Junior College 1990 — 1992
Associate’s Degree, Communications
University of California, Berkeley 1996 — 1996
COURSE, Technical Writing
University of California, Santa Barbara 1995 — 1996
COURSE, Copywriting
Editcetera 1998 — 1998
COURSE, Punctuation for Editors
Independent Contractor July 2011 - Present
Streetwise Reports December 2008 - July 2011
Independent Contractor December 2005 - December 2008
HVS International October 2004 - September 2005
Scudder Weisel Capital January 2003 - September 2004
E*TRADE Financial May 2000 - December 2002
IDG Books Worldwide, Inc. June 1997 - April 2000
AltaMira Press April 1995 - June 1997
Entrepreneur magazine February 1994 - March 1995
Skills
Web Content, Editing, Newsletters, Publishing, Copy Editing, Proofreading, Editorial, Content Strategy, Content Development, Content Management, Mobile Content, Writing, Copywriting, Creative Writing, Corporate Communications, Marketing Communications, Publications, Online Marketing, Email Marketing, Research, Books, Press Releases, Journalism, Web Writing & Publishing, Web Content Editing, Technical Writing, Content Creation, CES/CMS, Develop Content Ideas, Quality Management, Lyricist, Fiction/Non-Fiction MSS..., Interviewing, Microsoft Office, MS Word, Photoshop, Illustrator, Dreamweaver, HTML, PageMaker, PC, Conferences, QuarkXPress, FrameMaker, Adobe Acrobat, Web Content Management, Image Editing, Hiring, Management, Marketing
Education
California State University-Long Beach 1992 — 1995
Bachelor’s Degree, English/Creative Writing
Santa Rosa Junior College 1990 — 1992
Associate’s Degree, Communications
University of California, Berkeley 1996 — 1996
COURSE, Technical Writing
University of California, Santa Barbara 1995 — 1996
COURSE, Copywriting
Editcetera 1998 — 1998
COURSE, Punctuation for Editors
Scott Parkhill, PMP, CSM's E*TRADE Financial Experience December 2011 - August 2013
Job
Industry Information Technology and Services
Experience
Workday August 2013 - Present
E*TRADE Financial December 2011 - August 2013
Informatica November 2008 - December 2011
JP Morgan Chase (formerly Washington Mutual Card Services) January 2006 - November 2008
Cisco Systems April 2000 - October 2005
Skills
PMO, SDLC, PMP, Project Portfolio..., Resource Management, Program Management, Waterfall, Project Delivery, Requirements Gathering, IT Strategy, Software Project..., Project Plans, Resource Allocation, Project Planning, Business Process, Leading Projects, Risk Mitigation, SaaS, Integration, Cloud Computing, Vendor Management, CRM, Enterprise Software, Scope Management, Risk Management, Requirements Analysis, Data Migration, Agile, Data Conversion, Change Management
Education
The George Washington University 2002 — 2004
Masters Certificate, Project Management
California State University-Long Beach 1997 — 1999
BA, Kinesiology - Sports Medicine
Workday HCM Core
Workday August 2013 - Present
E*TRADE Financial December 2011 - August 2013
Informatica November 2008 - December 2011
JP Morgan Chase (formerly Washington Mutual Card Services) January 2006 - November 2008
Cisco Systems April 2000 - October 2005
Skills
PMO, SDLC, PMP, Project Portfolio..., Resource Management, Program Management, Waterfall, Project Delivery, Requirements Gathering, IT Strategy, Software Project..., Project Plans, Resource Allocation, Project Planning, Business Process, Leading Projects, Risk Mitigation, SaaS, Integration, Cloud Computing, Vendor Management, CRM, Enterprise Software, Scope Management, Risk Management, Requirements Analysis, Data Migration, Agile, Data Conversion, Change Management
Education
The George Washington University 2002 — 2004
Masters Certificate, Project Management
California State University-Long Beach 1997 — 1999
BA, Kinesiology - Sports Medicine
Workday HCM Core
A. T. 'Alx' Smith's E*TRADE Financial Experience November 1996 - August 2006
Job President/CEO, American River Tax Services, Inc.
Industry Accounting
Experience
American River Tax Services, Inc November 2006 - Present
Citrus Heights Regional Chamber of Commerce 2008 - 2013
ETRADE Financial November 1996 - August 2006
Skills
Series 7, Product Management, Series 63, Wealth Management, Strategic Planning, Project Management, Vendor Management, Securities, Brokerage
Education
University of Phoenix 1983 — 1985
BSBA, Marketing
CSU Sacramento
Marketing Management
Cal State Hayward
Business Administration and Management, General
American River Tax Services, Inc November 2006 - Present
Citrus Heights Regional Chamber of Commerce 2008 - 2013
ETRADE Financial November 1996 - August 2006
Skills
Series 7, Product Management, Series 63, Wealth Management, Strategic Planning, Project Management, Vendor Management, Securities, Brokerage
Education
University of Phoenix 1983 — 1985
BSBA, Marketing
CSU Sacramento
Marketing Management
Cal State Hayward
Business Administration and Management, General
Christy (Aylesworth) Schauffel's E*TRADE Financial Experience 1998 - 2003
Job Senior Security Advisor at Aetna
Industry Information Technology and Services
Experience
Aetna June 2015 - Present
DST Output August 2011 - June 2015
DST Output July 2003 - August 2011
E*TRADE Financial 1998 - 2003
Essex National Securities, LLC 1993 - 1998
Toys R Us 1981 - 1991
Skills
SDLC, PCI DSS, PMP, Security, Vendor Management, IT Management, Information Security, Project Management, Software Project..., Agile Methodologies, Disaster Recovery, Vulnerability Assessment, CISSP, Information Security..., Enterprise Risk..., Training Delivery, Policy Writing, Technical Documentation, Business Continuity, Information Technology, Software Documentation, Program Management, Visio, Vulnerability Management, Risk Assessment, Enterprise Architecture
Education
California State University-Sacramento 1979 — 1983
BS, Human Resource Management
Aetna June 2015 - Present
DST Output August 2011 - June 2015
DST Output July 2003 - August 2011
E*TRADE Financial 1998 - 2003
Essex National Securities, LLC 1993 - 1998
Toys R Us 1981 - 1991
Skills
SDLC, PCI DSS, PMP, Security, Vendor Management, IT Management, Information Security, Project Management, Software Project..., Agile Methodologies, Disaster Recovery, Vulnerability Assessment, CISSP, Information Security..., Enterprise Risk..., Training Delivery, Policy Writing, Technical Documentation, Business Continuity, Information Technology, Software Documentation, Program Management, Visio, Vulnerability Management, Risk Assessment, Enterprise Architecture
Education
California State University-Sacramento 1979 — 1983
BS, Human Resource Management
Jeff Saunders's E*TRADE Financial Experience 1997 - 2000
Job
Industry Information Technology and Services
Experience
eBay, Inc April 2015 - Present
Self November 2014 - Present
eBay, Inc. August 2002 - April 2015
Contivo 2000 - 2001
etrade 1997 - 2000
E*TRADE FINANCIAL 1997 - 2000
E*Trade 1997 - 2000
Loral Space Systems 1995 - 1997
IBM Federal Systems 1995 - 1997
Lockheed Martin Federal Systems 1995 - 1997
Skills
Oracle, Agile Methodologies, X11, C, ColdFusion, SSH, Scalability, webMethods, SQL, Unix Shell Scripting, ETL, Microsoft SQL Server, Integration, Perl, Business Intelligence, XML, Java, Data Warehousing, Performance Tuning, System Architecture, Software Project..., PL/SQL
Education
California State University-Long Beach - College of Business Administration 1992 — 1995
BS, Management Information Systems
eBay, Inc April 2015 - Present
Self November 2014 - Present
eBay, Inc. August 2002 - April 2015
Contivo 2000 - 2001
etrade 1997 - 2000
E*TRADE FINANCIAL 1997 - 2000
E*Trade 1997 - 2000
Loral Space Systems 1995 - 1997
IBM Federal Systems 1995 - 1997
Lockheed Martin Federal Systems 1995 - 1997
Skills
Oracle, Agile Methodologies, X11, C, ColdFusion, SSH, Scalability, webMethods, SQL, Unix Shell Scripting, ETL, Microsoft SQL Server, Integration, Perl, Business Intelligence, XML, Java, Data Warehousing, Performance Tuning, System Architecture, Software Project..., PL/SQL
Education
California State University-Long Beach - College of Business Administration 1992 — 1995
BS, Management Information Systems
Ryan Loesch's E*TRADE Financial Experience January 2002 - December 2005
Job Owner of 60arcadegames.com & OKsellitnow.com
Industry Consumer Services
Experience
60arcadegames.com & OKsellitnow.com eBay Seller Services for Folsom & El Dorado Hills, CA December 2005 - Present
E*Trade Financial January 2002 - December 2005
Taco Bell 1999 - 2002
Wells Fargo Investments 1996 - 1999
H.J. Meyers & Company 1993 - 1996
Skills
Customer Service, Sales, Series 63, Management, Investments, Risk Management, Financial Services, Series 7, Process Improvement, Team Building, Equities, Trading, Leadership, Entrepreneurship, Financial Analysis, Insurance, Real Estate
Education
California State University-East Bay 1990 — 1994
B.S. Business Administration, Finance
Ricks College 1989 — 1991
Bachelor of Science (BS), Finance, General
60arcadegames.com & OKsellitnow.com eBay Seller Services for Folsom & El Dorado Hills, CA December 2005 - Present
E*Trade Financial January 2002 - December 2005
Taco Bell 1999 - 2002
Wells Fargo Investments 1996 - 1999
H.J. Meyers & Company 1993 - 1996
Skills
Customer Service, Sales, Series 63, Management, Investments, Risk Management, Financial Services, Series 7, Process Improvement, Team Building, Equities, Trading, Leadership, Entrepreneurship, Financial Analysis, Insurance, Real Estate
Education
California State University-East Bay 1990 — 1994
B.S. Business Administration, Finance
Ricks College 1989 — 1991
Bachelor of Science (BS), Finance, General
Omid Golban's E*TRADE Financial Experience August 2003 - September 2006
Job Software Developer at Word and Brown General Agency
Industry Computer Software
Experience
Word and Brown October 2006 - Present
Etrade Financial August 2003 - September 2006
Infornet Systems March 2002 - July 2003
Trader Joe’s Company March 2001 - February 2002
Infornet Systems January 1997 - February 2001
University of Southern California September 1993 - January 1997
Executive Software January 1990 - September 1993
Accurate Computer Solutions March 1984 - December 1989
Skills
Databases, Visual Studio, Microsoft SQL Server, SSRS, Linux, SSIS, Database Design, Data Warehousing, Systems Analysis, .NET, T-SQL, SQL, Software Development, Agile Methodologies, Data Modeling, ASP.NET MVC, Business Intelligence, Software Documentation, ASP.NET, Enterprise Software, Business Intelligence..., HTML, Shell Scripting, Analysis Services, XML, ETL
Education
California State University-Fullerton 1989 — 1995
MS, Computer Science
Louisiana State University 1979 — 1983
BS, Computer Science
Word and Brown October 2006 - Present
Etrade Financial August 2003 - September 2006
Infornet Systems March 2002 - July 2003
Trader Joe’s Company March 2001 - February 2002
Infornet Systems January 1997 - February 2001
University of Southern California September 1993 - January 1997
Executive Software January 1990 - September 1993
Accurate Computer Solutions March 1984 - December 1989
Skills
Databases, Visual Studio, Microsoft SQL Server, SSRS, Linux, SSIS, Database Design, Data Warehousing, Systems Analysis, .NET, T-SQL, SQL, Software Development, Agile Methodologies, Data Modeling, ASP.NET MVC, Business Intelligence, Software Documentation, ASP.NET, Enterprise Software, Business Intelligence..., HTML, Shell Scripting, Analysis Services, XML, ETL
Education
California State University-Fullerton 1989 — 1995
MS, Computer Science
Louisiana State University 1979 — 1983
BS, Computer Science
Misti Snow's E*TRADE Financial Experience 1996 - 2001
Job Wholesale Account Executive w/ Operations Experience
Industry Financial Services
Experience
Pmac Lending Services July 2008 - Present
Bear Stearns Residential Mortgage August 2006 - July 2008
Western Capital Mortgage June 2004 - July 2006
Lending Tree (fka Home Loan Center) February 2001 - March 2004
E*TRADE Financial 1996 - 2001
Education
California State University-Long Beach
Pmac Lending Services July 2008 - Present
Bear Stearns Residential Mortgage August 2006 - July 2008
Western Capital Mortgage June 2004 - July 2006
Lending Tree (fka Home Loan Center) February 2001 - March 2004
E*TRADE Financial 1996 - 2001
Education
California State University-Long Beach
Jaz Rahul's E*TRADE Financial Experience May 2014 - Present
Job Senior Manager, Network Engineering at E*TRADE Financial
Industry Information Technology and Services
Experience
E*TRADE Financial May 2014 - Present
Skills
Disaster Recovery, Networking, Security, Data Center, Troubleshooting, Network Security, Firewalls, Wireless Networking, Vendor Management, Cisco IOS, Virtualization, Cisco Technologies, VMware, Network Engineering, Routing, Network Architecture, WAN, Network Design, Nexus 7k, Cisco Routers, Cisco Nexus, Cisco Certified, Cisco Wireless, Cisco Security, Network Administration, VPN, Cisco VPN, Cisco Access Points, Cisco Firewall Security, Cisco VoIP, Cisco WAN, Visio, CCNA, CCNP Security, Juniper, Checkpoint, BGP, ASA, CISSP, Routers, OSPF, LAN-WAN, Cisco UCS
Education
California State University-Chico 1998 — 2002
BS
E*TRADE Financial May 2014 - Present
Skills
Disaster Recovery, Networking, Security, Data Center, Troubleshooting, Network Security, Firewalls, Wireless Networking, Vendor Management, Cisco IOS, Virtualization, Cisco Technologies, VMware, Network Engineering, Routing, Network Architecture, WAN, Network Design, Nexus 7k, Cisco Routers, Cisco Nexus, Cisco Certified, Cisco Wireless, Cisco Security, Network Administration, VPN, Cisco VPN, Cisco Access Points, Cisco Firewall Security, Cisco VoIP, Cisco WAN, Visio, CCNA, CCNP Security, Juniper, Checkpoint, BGP, ASA, CISSP, Routers, OSPF, LAN-WAN, Cisco UCS
Education
California State University-Chico 1998 — 2002
BS
Zoua Xiong's E*TRADE Financial Experience April 2003 - August 2006
Job Asst Tax Manager
Industry Financial Services
Experience
State Street Bank April 2007 - Present
E*TRADE Financial April 2003 - August 2006
California State University, Chico August 2000 - December 2002
Education
California State University-Chico 2000 — 2002
Bachelor's degree, Business Administration- Financial Services
State Street Bank April 2007 - Present
E*TRADE Financial April 2003 - August 2006
California State University, Chico August 2000 - December 2002
Education
California State University-Chico 2000 — 2002
Bachelor's degree, Business Administration- Financial Services
Kimberly Sandlin's E*TRADE Financial Experience May 2004 - September 2004
Job Real Estate Professional
Industry Real Estate
Experience
Venture West Funding 2005 - 2007
Senske Financial Corp. 2003 - 2005
E*TRADE Financial May 2004 - September 2004
Skills
Real Estate, Team Building, Loans, Investment Properties, Mortgage Lending, Refinance, Real Estate Financing, Apartments, Commercial Mortgages, First Time Home Buyers, Commercial Real Estate, Customer Service, Credit
Education
California State University-Long Beach
California Polytechnic State University-San Luis Obispo 2000 — 2002
Venture West Funding 2005 - 2007
Senske Financial Corp. 2003 - 2005
E*TRADE Financial May 2004 - September 2004
Skills
Real Estate, Team Building, Loans, Investment Properties, Mortgage Lending, Refinance, Real Estate Financing, Apartments, Commercial Mortgages, First Time Home Buyers, Commercial Real Estate, Customer Service, Credit
Education
California State University-Long Beach
California Polytechnic State University-San Luis Obispo 2000 — 2002
Nikeva Brown's E*TRADE Financial Experience Senior Data AnalystE*TRADE FINANCIAL2005 - Present
Job Senior Data Analyst at ETRADE Financial
Industry Financial Services
Experience
ETRADE Financial Senior Data AnalystE*TRADE FINANCIAL2005 - Present
Citigroup Venture Capital 2003 - 2005
Citicards 2003 - 2005
CheckFree Investment Services 2001 - 2002
Federal Reserve Bank of Atlanta 2000 - 2001
Education
Bryn Mawr College 1996 — 2000
Brooklyn Tech
ETRADE Financial Senior Data AnalystE*TRADE FINANCIAL2005 - Present
Citigroup Venture Capital 2003 - 2005
Citicards 2003 - 2005
CheckFree Investment Services 2001 - 2002
Federal Reserve Bank of Atlanta 2000 - 2001
Education
Bryn Mawr College 1996 — 2000
Brooklyn Tech
Lois Cacal's E*TRADE Financial Experience Systems EngineerE*TRADE FinancialSeptember 2007 - Present
Job Systems Engineer at E*TRADE Financial
Industry Financial Services
Experience
Etrade Financial Systems EngineerE*TRADE FinancialSeptember 2007 - Present
Education
California State University-Chico 1998 — 2003
Etrade Financial Systems EngineerE*TRADE FinancialSeptember 2007 - Present
Education
California State University-Chico 1998 — 2003
Daniel Bradshaw's E*TRADE Financial Experience 1998 - 2002
Job Vice President, Compliance Marketing at PIMCO
Industry Financial Services
Experience
PIMCO August 2007 - Present
optionsXpress 2003 - 2007
E*TRADE Financial 1998 - 2002
Education
California State University Stanislaus 1994 — 1996
Fred C Beyer High School 1986 — 1990
PIMCO August 2007 - Present
optionsXpress 2003 - 2007
E*TRADE Financial 1998 - 2002
Education
California State University Stanislaus 1994 — 1996
Fred C Beyer High School 1986 — 1990
Gerry Armentrout's E*TRADE Financial Experience March 2000 - March 2001
Job Digital Operations Coordinator at SFGate.com
Industry Internet
Experience
SFGate / San Francisco Chronicle October 2005 - Present
CBS Radio / Infinity Broadcasting March 2004 - October 2005
E*TRADE Financial March 2000 - March 2001
CBS MarketWatch May 1998 - August 1999
CBS Sports / GolfWeb 1997 - 1998
Fortune Magazine 1996 - 1997
Hal Riney & Partners 1995 - 1996
Ketchum Advertising 1993 - 1994
Skills
Advertising Sales, Advertising, Business Development, Online Advertising, Online Marketing, Digital Marketing, Digital Media, Email Marketing, Mobile Advertising, Microsoft Office, HTML, Client Service Oriented, Mobile Marketing, Rich Media, SEM
Education
California State University-Sacramento 1987 — 1991
Bachelor of Arts (B.A.), Communication Studies
SFGate / San Francisco Chronicle October 2005 - Present
CBS Radio / Infinity Broadcasting March 2004 - October 2005
E*TRADE Financial March 2000 - March 2001
CBS MarketWatch May 1998 - August 1999
CBS Sports / GolfWeb 1997 - 1998
Fortune Magazine 1996 - 1997
Hal Riney & Partners 1995 - 1996
Ketchum Advertising 1993 - 1994
Skills
Advertising Sales, Advertising, Business Development, Online Advertising, Online Marketing, Digital Marketing, Digital Media, Email Marketing, Mobile Advertising, Microsoft Office, HTML, Client Service Oriented, Mobile Marketing, Rich Media, SEM
Education
California State University-Sacramento 1987 — 1991
Bachelor of Arts (B.A.), Communication Studies
Gino Cayanan's E*TRADE Financial Experience 1996 - 1999
Job Accomplished Finance Executive ★ Balance Sheet /Investment Strategist ★ Golfer ★ Read my Profile
Industry Financial Services
Experience
Unitus Community CU June 2007 - 2012
Community One FCU 2004 - 2007
Government of Guam Employees FCU 1999 - 2004
Bank of Guam 1999 - 1999
E*TRADE Financial 1996 - 1999
Skills
Financial Analysis, Financial Reporting, Forecasting, Executive Management, Strategic Planning, Risk Management, Retail Banking, Investments, Profitability Analysis, Business Development, Corporate Finance, Budgets, Business Analysis, Financial Modeling, Due Diligence, Treasury Management, Portfolio Management, Derivatives, Cost Accounting, Executive Reporting, ALCO, Bloomberg Terminal, ALM, Policy Writing, Subsidiaries, Credit Unions, Community Banking, Capital Markets, Liquidity Management, Cash Management, Cash-flow Management, Regulations, Business Process, Capital Management, Growth Strategies, International, Automated Processes, Consumer Lending, Commercial Lending, Wholesale Banking, Secondary Market, Secondary Mortgage..., Risk Assessment, Financial Risk, Credit, CO-PA, Equities, Finance, Mortgage Lending, Strategy
Education
California State University-Hayward - School of Business and Economics
Business Administration, Marketing Management
St. Joseph Notre Dame
Unitus Community CU June 2007 - 2012
Community One FCU 2004 - 2007
Government of Guam Employees FCU 1999 - 2004
Bank of Guam 1999 - 1999
E*TRADE Financial 1996 - 1999
Skills
Financial Analysis, Financial Reporting, Forecasting, Executive Management, Strategic Planning, Risk Management, Retail Banking, Investments, Profitability Analysis, Business Development, Corporate Finance, Budgets, Business Analysis, Financial Modeling, Due Diligence, Treasury Management, Portfolio Management, Derivatives, Cost Accounting, Executive Reporting, ALCO, Bloomberg Terminal, ALM, Policy Writing, Subsidiaries, Credit Unions, Community Banking, Capital Markets, Liquidity Management, Cash Management, Cash-flow Management, Regulations, Business Process, Capital Management, Growth Strategies, International, Automated Processes, Consumer Lending, Commercial Lending, Wholesale Banking, Secondary Market, Secondary Mortgage..., Risk Assessment, Financial Risk, Credit, CO-PA, Equities, Finance, Mortgage Lending, Strategy
Education
California State University-Hayward - School of Business and Economics
Business Administration, Marketing Management
St. Joseph Notre Dame
Don Jarrett's E*TRADE Financial Experience January 2001 - June 2004
Job EVP of Operations at Oak Mortgage Group
Industry Financial Services
Experience
Oak Mortgage Group April 2014 - Present
loanDepot February 2013 - March 2014
BOK Financial, Bank of Texas July 2011 - February 2013
Nationwide Support Services December 2009 - July 2011
Wells Fargo Home Mortgage August 2008 - September 2009
H&R Block Mortgage/Option One Mortgage October 2005 - November 2007
Metrocities Mortgage July 2004 - October 2005
E*TRADE Financial January 2001 - June 2004
Education
California State University-Long Beach
Oak Mortgage Group April 2014 - Present
loanDepot February 2013 - March 2014
BOK Financial, Bank of Texas July 2011 - February 2013
Nationwide Support Services December 2009 - July 2011
Wells Fargo Home Mortgage August 2008 - September 2009
H&R Block Mortgage/Option One Mortgage October 2005 - November 2007
Metrocities Mortgage July 2004 - October 2005
E*TRADE Financial January 2001 - June 2004
Education
California State University-Long Beach
Craig Allardyce's E*TRADE Financial Experience September 2013 - Present
Job Vice President at E*TRADE Financial
Industry Management Consulting
Experience
E*TRADE Financial September 2013 - Present
Oliver Wyman March 2013 - September 2013
Citigroup / Markets and Banking Technology July 2007 - March 2013
Booz Allen Hamilton September 1999 - July 2007
Education
Carnegie Mellon University - Tepper School of Business 1997 — 1999
Bucknell University 1988 — 1992
BSBA, Management
E*TRADE Financial September 2013 - Present
Oliver Wyman March 2013 - September 2013
Citigroup / Markets and Banking Technology July 2007 - March 2013
Booz Allen Hamilton September 1999 - July 2007
Education
Carnegie Mellon University - Tepper School of Business 1997 — 1999
Bucknell University 1988 — 1992
BSBA, Management
Rodney Carr's E*TRADE Financial Experience 1996 - 1998
Job Local Field Representative at Tricon American Homes
Industry Real Estate
Experience
Tricon American Homes March 2015 - Present
Smooth Sailing Realty and Property Management May 2010 - November 2014
Eagle Home Mortgage December 2002 - June 2010
E*Trade Securities Inc. 1998 - 2002
E*TRADE Financial 1996 - 1998
Franklin Templeton Investments 1995 - 1996
Franklin Templeton Investments 1995 - 1996
Skills
Real Estate, Customer Service, Property Management, Mortgage Lending, Investment Properties, Business Development, Contract Negotiation, Strategic Planning, Selling, Foreclosures, New Business Development, Leadership, Sales, Management, Training, Property, Finance, Short Sales, FHA, Investments
Education
California State University-Chico 1986 — 1990
Tricon American Homes March 2015 - Present
Smooth Sailing Realty and Property Management May 2010 - November 2014
Eagle Home Mortgage December 2002 - June 2010
E*Trade Securities Inc. 1998 - 2002
E*TRADE Financial 1996 - 1998
Franklin Templeton Investments 1995 - 1996
Franklin Templeton Investments 1995 - 1996
Skills
Real Estate, Customer Service, Property Management, Mortgage Lending, Investment Properties, Business Development, Contract Negotiation, Strategic Planning, Selling, Foreclosures, New Business Development, Leadership, Sales, Management, Training, Property, Finance, Short Sales, FHA, Investments
Education
California State University-Chico 1986 — 1990
Christine (Murad) Perry's E*TRADE Financial Experience 2000 - 2002
Job Senior Manager, Brand & Alumni Communications
Industry Marketing and Advertising
Experience
Stanford University September 2013 - Present
Stanford University February 2013 - September 2013
Palo Alto Partners in Education April 2012 - July 2013
Fremont Hills Country Club August 2010 - September 2012
Gardner Bullis School 2010 - 2011
Gardner Bullis School August 2010 - November 2010
Zyme Solutions 2008 - 2009
Etrade Financial 2000 - 2002
Macy's West February 1998 - September 1999
E*Stamp 1999 - 1999
Skills
Project Planning, Project Implementation, Marketing Strategy, Event Planning, Event Management, Creative Direction, Creative Strategy, Public Relations, Strategy, Fundraising, Sales, New Business Development, Marketing
Education
Stanford Continuing Education 2011 — 2012
Bachelor of Science (BS), Business Administration and Management, General
California State University-Long Beach 1985 — 1989
Bachelor of Science, Marketing
Stanford University September 2013 - Present
Stanford University February 2013 - September 2013
Palo Alto Partners in Education April 2012 - July 2013
Fremont Hills Country Club August 2010 - September 2012
Gardner Bullis School 2010 - 2011
Gardner Bullis School August 2010 - November 2010
Zyme Solutions 2008 - 2009
Etrade Financial 2000 - 2002
Macy's West February 1998 - September 1999
E*Stamp 1999 - 1999
Skills
Project Planning, Project Implementation, Marketing Strategy, Event Planning, Event Management, Creative Direction, Creative Strategy, Public Relations, Strategy, Fundraising, Sales, New Business Development, Marketing
Education
Stanford Continuing Education 2011 — 2012
Bachelor of Science (BS), Business Administration and Management, General
California State University-Long Beach 1985 — 1989
Bachelor of Science, Marketing
Joanna Giargiari's E*TRADE Financial Experience 1998 - 2001
Job IBM Data Protection & Retention Specialist
Industry Computer Software
Experience
IBM July 2010 - Present
Iron Mountain 2004 - 2009
ZANTAZ 2001 - 2004
E*TRADE Financial 1998 - 2001
Morgan Stanley Dean Witter 1995 - 1997
Skills
Product Marketing, Solution Selling, SaaS, Channel, Enterprise Software, Data Center, Direct Sales, Professional Services, VMware, Business Development, Sales Enablement, Sales Process, Virtualization, Product Management, Account Management, B2B Marketing, Cloud Computing, Strategic Partnerships, Go-to-market Strategy, Sales Operations, Managed Services, Channel Partners, Cold Calling, Management, Key Account Management, Sales Presentations, CRM, Software Industry, Strategy, Business Alliances, Complex Sales, Demand Generation, Sales, Selling
Education
San Francisco State University 1990 — 1992
BS, Business Administration
California Polytechnic State University-San Luis Obispo 1988 — 1990
Pinewood School, Thessaloniki GREECE 1985 — 1987
High School Diploma
IBM July 2010 - Present
Iron Mountain 2004 - 2009
ZANTAZ 2001 - 2004
E*TRADE Financial 1998 - 2001
Morgan Stanley Dean Witter 1995 - 1997
Skills
Product Marketing, Solution Selling, SaaS, Channel, Enterprise Software, Data Center, Direct Sales, Professional Services, VMware, Business Development, Sales Enablement, Sales Process, Virtualization, Product Management, Account Management, B2B Marketing, Cloud Computing, Strategic Partnerships, Go-to-market Strategy, Sales Operations, Managed Services, Channel Partners, Cold Calling, Management, Key Account Management, Sales Presentations, CRM, Software Industry, Strategy, Business Alliances, Complex Sales, Demand Generation, Sales, Selling
Education
San Francisco State University 1990 — 1992
BS, Business Administration
California Polytechnic State University-San Luis Obispo 1988 — 1990
Pinewood School, Thessaloniki GREECE 1985 — 1987
High School Diploma
Joe Cygnarowicz's E*TRADE Financial Experience 2010 - 2015
Job Web Application Architect and Developer
Industry Internet
Experience
E*TRADE Financial 2010 - 2015
FarmsReach 2008 - 2010
Razz, Inc. 2006 - 2008
Software Engineering Contractor 2001 - 2006
Intel Corporation 1999 - 2001
Skills
Leadership, Start-ups, Subversion, Git, Agile Methodologies, Linux, JavaScript, User Experience, Product Development, MySQL, Mobile Devices, Mobile Applications, Architectures
Education
California Polytechnic State University-San Luis Obispo 1991 — 1995
E*TRADE Financial 2010 - 2015
FarmsReach 2008 - 2010
Razz, Inc. 2006 - 2008
Software Engineering Contractor 2001 - 2006
Intel Corporation 1999 - 2001
Skills
Leadership, Start-ups, Subversion, Git, Agile Methodologies, Linux, JavaScript, User Experience, Product Development, MySQL, Mobile Devices, Mobile Applications, Architectures
Education
California Polytechnic State University-San Luis Obispo 1991 — 1995
Andrea Sansing's E*TRADE Financial Experience June 2006 - June 2008
Job Teacher at Conejo Valley Unified School District
Industry Primary/Secondary Education
Experience
Conejo Valley Unified School District August 2012 - Present
Buena High School August 2011 - May 2012
Bandit's Bar and Grill April 2009 - February 2011
Hillstone Restaurant Group June 2007 - August 2008
E*TRADE Financial June 2006 - June 2008
Ameriprise 2005 - 2006
Skills
Microsoft Office, Banking, Algebra, Finance, Tutoring, Teaching, Research, Public Speaking, PowerPoint, Editing, Curriculum Design
Education
California Lutheran University 2010 — 2011
Teacher Credential Program/ Master's of Education
El Camino College 2008 — 2008
NA, Architecture
Scripps College 2001 — 2005
BA, Politics and International Relations
Conejo Valley Unified School District August 2012 - Present
Buena High School August 2011 - May 2012
Bandit's Bar and Grill April 2009 - February 2011
Hillstone Restaurant Group June 2007 - August 2008
E*TRADE Financial June 2006 - June 2008
Ameriprise 2005 - 2006
Skills
Microsoft Office, Banking, Algebra, Finance, Tutoring, Teaching, Research, Public Speaking, PowerPoint, Editing, Curriculum Design
Education
California Lutheran University 2010 — 2011
Teacher Credential Program/ Master's of Education
El Camino College 2008 — 2008
NA, Architecture
Scripps College 2001 — 2005
BA, Politics and International Relations
Fatisha Murch's E*TRADE Financial Experience 1999 - March 2002
Job Field Compliance Principal at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC 2007 - Present
Allstate Insurance 2005 - 2007
Allstate Financial 2002 - 2005
E*TRADE Financial 1999 - March 2002
Education
California State University-Fresno 1992 — 1997
Bachelor's degree, Communication Sciences and Disorders, General
Allstate Financial Services, LLC 2007 - Present
Allstate Insurance 2005 - 2007
Allstate Financial 2002 - 2005
E*TRADE Financial 1999 - March 2002
Education
California State University-Fresno 1992 — 1997
Bachelor's degree, Communication Sciences and Disorders, General
Scott Sparrow's E*TRADE Financial Experience April 2000 - November 2001
Job Sr. Professional Services Project Manager
Industry Information Technology and Services
Experience
Lexmark Enterprise Software May 2015 - Present
Teradata Corporation May 2010 - May 2015
IBM on Contract at Intel October 2009 - May 2010
Freescale Semiconductor May 2007 - April 2009
Freeport McMoRan Copper and Gold August 2004 - May 2007
Countrywide Financial Corporation November 2002 - August 2004
E*TRADE Financial April 2000 - November 2001
Verizon Wireless October 1999 - April 2000
Bank of America February 1993 - October 1999
Teradata September 1991 - February 1993
Skills
Project Management, Data Architecture and..., Business Intelligence, Data Analysis, Data Warehousing, Teradata, Erwin, Data Modeling, Business Analysis, Database Design, Data Warehouse..., Business Intelligence..., SQL, SDLC, Business Objects, Management, Data Integration, ETL, Databases, Analytics, Software Development, Data Migration, Program Management, Project Portfolio..., PMO, Integration, CRM
Education
California State University, Fresno 1980 — 1984
B.S, Business Administration
Lexmark Enterprise Software May 2015 - Present
Teradata Corporation May 2010 - May 2015
IBM on Contract at Intel October 2009 - May 2010
Freescale Semiconductor May 2007 - April 2009
Freeport McMoRan Copper and Gold August 2004 - May 2007
Countrywide Financial Corporation November 2002 - August 2004
E*TRADE Financial April 2000 - November 2001
Verizon Wireless October 1999 - April 2000
Bank of America February 1993 - October 1999
Teradata September 1991 - February 1993
Skills
Project Management, Data Architecture and..., Business Intelligence, Data Analysis, Data Warehousing, Teradata, Erwin, Data Modeling, Business Analysis, Database Design, Data Warehouse..., Business Intelligence..., SQL, SDLC, Business Objects, Management, Data Integration, ETL, Databases, Analytics, Software Development, Data Migration, Program Management, Project Portfolio..., PMO, Integration, CRM
Education
California State University, Fresno 1980 — 1984
B.S, Business Administration
Lee Blaszyk's E*TRADE Financial Experience 1998 - 2004
Job Account Executive at PRIDE Industries
Industry Nonprofit Organization Management
Experience
PRIDE Industries February 2006 - Present
Investors Bank & Trust 2004 - 2006
Etrade Financial 1998 - 2004
Skills
Program Management, Strategic Planning, Contract Negotiation, Coaching, Project Management, Process Improvement, Microsoft Office, Team Building, Business Analysis, Customer Service, Employee Relations, Business Development, Leadership, Non-profits, Public Speaking, Account Management, Team Leadership, Change Management, Marketing, Public Relations
Education
California State University-Northridge
Bachelor of Arts (B.A.), Child Development & Psychology
PRIDE Industries February 2006 - Present
Investors Bank & Trust 2004 - 2006
Etrade Financial 1998 - 2004
Skills
Program Management, Strategic Planning, Contract Negotiation, Coaching, Project Management, Process Improvement, Microsoft Office, Team Building, Business Analysis, Customer Service, Employee Relations, Business Development, Leadership, Non-profits, Public Speaking, Account Management, Team Leadership, Change Management, Marketing, Public Relations
Education
California State University-Northridge
Bachelor of Arts (B.A.), Child Development & Psychology
Alan Ouye's E*TRADE Financial Experience 1994 - 2001
Job Senior Production Manager
Industry Banking
Experience
Discover Home Loans June 2012 - Present
Discover Home Loans June 2012 - Present
Discover Home Loans June 2012 - Present
Lending Tree Loans February 2002 - June 2012
LendingTree Loans / HomeLoanCenter.com February 2002 - June 2012
Lending Tree 2002 - 2008
E*TRADE Financial 1994 - 2001
Skills
Mortgage Banking, Mortgage Lending, FHA, Loan Origination, Refinance, Loans, Residential Mortgages, USDA, Credit, FHA financing, VA loans, Reverse Mortgages
Education
California State University-Long Beach - College of Business Administration
Bachelor of Science (BS), Real Estate Finance
Discover Home Loans June 2012 - Present
Discover Home Loans June 2012 - Present
Discover Home Loans June 2012 - Present
Lending Tree Loans February 2002 - June 2012
LendingTree Loans / HomeLoanCenter.com February 2002 - June 2012
Lending Tree 2002 - 2008
E*TRADE Financial 1994 - 2001
Skills
Mortgage Banking, Mortgage Lending, FHA, Loan Origination, Refinance, Loans, Residential Mortgages, USDA, Credit, FHA financing, VA loans, Reverse Mortgages
Education
California State University-Long Beach - College of Business Administration
Bachelor of Science (BS), Real Estate Finance
Jeff Grossweiler, CPA's E*TRADE Financial Experience August 2000 - November 2002
Job Director of Finance at 4 Star Electronics
Industry Accounting
Experience
4 Star Electronics December 2011 - Present
Thompson National Properties, LLC May 2010 - December 2011
Squar Milner August 2008 - April 2010
Lennar Corporation November 2002 - January 2008
E*TRADE Financial August 2000 - November 2002
Deloitte August 1998 - January 2000
Ernst & Young September 1995 - August 1998
Education
California Polytechnic State University-San Luis Obispo 1992 — 1995
Bachelor of Science (B.S.)
4 Star Electronics December 2011 - Present
Thompson National Properties, LLC May 2010 - December 2011
Squar Milner August 2008 - April 2010
Lennar Corporation November 2002 - January 2008
E*TRADE Financial August 2000 - November 2002
Deloitte August 1998 - January 2000
Ernst & Young September 1995 - August 1998
Education
California Polytechnic State University-San Luis Obispo 1992 — 1995
Bachelor of Science (B.S.)
Nikeva Brown's E*TRADE Financial Experience February 2005 - Present
Job Senior Data Analyst at Etrade Financial
Industry Financial Services
Experience
Etrade Financial February 2005 - Present
Citigroup 2003 - 2005
Citigroup 2003 - 2005
Skills
Analytics, Management, Financial Services, Business Analysis, Strategic Planning, Data Analysis, Process Improvement, Financial Modeling, CRM, Financial Analysis
Education
Bryn Mawr College 1996 — 2000
B.A., Mathematics and Spanish Literature
Pontificia Universidad Madre y Maestra 1998 — 1999
Junior Semester Abroad (Santiago, Dominican Republic), Caribbean Studies
Brooklyn Technical High School 1992 — 1996
Regents Diploma, Chemical Engineering
Etrade Financial February 2005 - Present
Citigroup 2003 - 2005
Citigroup 2003 - 2005
Skills
Analytics, Management, Financial Services, Business Analysis, Strategic Planning, Data Analysis, Process Improvement, Financial Modeling, CRM, Financial Analysis
Education
Bryn Mawr College 1996 — 2000
B.A., Mathematics and Spanish Literature
Pontificia Universidad Madre y Maestra 1998 — 1999
Junior Semester Abroad (Santiago, Dominican Republic), Caribbean Studies
Brooklyn Technical High School 1992 — 1996
Regents Diploma, Chemical Engineering
Kenneth Ejan's E*TRADE Financial Experience 2003 - 2005
Job Career Network
Industry Financial Services
Experience
J Stone Living February 2009 - Present
Signature Resources January 2008 - November 2008
E*TRADE Financial 2003 - 2005
Education
California State University-Long Beach
J Stone Living February 2009 - Present
Signature Resources January 2008 - November 2008
E*TRADE Financial 2003 - 2005
Education
California State University-Long Beach
Jason Milliron's E*TRADE Financial Experience May 2007 - March 2014
Job DevOps at Strava, Inc.
Industry Information Technology and Services
Experience
Strava, Inc. March 2014 - Present
E*TRADE Financial May 2007 - March 2014
E*TRADE Financial October 2006 - May 2007
E*TRADE Financial July 2003 - October 2006
Skills
Oracle, Databases, Linux, Unix Shell Scripting, Sybase, Unix, Shell Scripting, System Administration, Red Hat Linux, Perl, High Availability, GoldenGate, Oracle RAC, Solaris, Performance Tuning, Amazon Web Services..., Puppet
Education
California State University-Chico 2001 — 2003
Bachelor's degree, Computer Science
Strava, Inc. March 2014 - Present
E*TRADE Financial May 2007 - March 2014
E*TRADE Financial October 2006 - May 2007
E*TRADE Financial July 2003 - October 2006
Skills
Oracle, Databases, Linux, Unix Shell Scripting, Sybase, Unix, Shell Scripting, System Administration, Red Hat Linux, Perl, High Availability, GoldenGate, Oracle RAC, Solaris, Performance Tuning, Amazon Web Services..., Puppet
Education
California State University-Chico 2001 — 2003
Bachelor's degree, Computer Science
Eric Seasholtz's E*TRADE Financial Experience August 2001 - August 2012
Job Managing Director at Bonwick Capital Partners
Industry Financial Services
Experience
Bonwick Capital Partners October 2014 - Present
Providence Investment Management September 2013 - June 2014
Carillon Capital, LLC December 2012 - September 2013
E*TRADE Financial August 2001 - August 2012
GMAC ResCap February 2000 - August 2001
Redwood Trust 1999 - 2000
Ocwen 1993 - 1999
Putnam Investments June 1991 - June 1993
Skills
MBS, Fixed Income, Capital Markets, Structured Finance, ABS, Portfolio Management, Derivatives, Loans, Mortgage Servicing, Asset Managment, Residential Mortgages, Investment Valuation, Financial Modeling, Hedging, CMOS, Credit Risk, Credit Analysis, Interest Rate Risk..., Mortgage Lending, Asset Management, Banking, Financial Risk, Risk Management, Loan Origination, Trading
Education
Brown University 1987 — 1991
Bachelor of Arts (BA), Business/Managerial Economics
Bonwick Capital Partners October 2014 - Present
Providence Investment Management September 2013 - June 2014
Carillon Capital, LLC December 2012 - September 2013
E*TRADE Financial August 2001 - August 2012
GMAC ResCap February 2000 - August 2001
Redwood Trust 1999 - 2000
Ocwen 1993 - 1999
Putnam Investments June 1991 - June 1993
Skills
MBS, Fixed Income, Capital Markets, Structured Finance, ABS, Portfolio Management, Derivatives, Loans, Mortgage Servicing, Asset Managment, Residential Mortgages, Investment Valuation, Financial Modeling, Hedging, CMOS, Credit Risk, Credit Analysis, Interest Rate Risk..., Mortgage Lending, Asset Management, Banking, Financial Risk, Risk Management, Loan Origination, Trading
Education
Brown University 1987 — 1991
Bachelor of Arts (BA), Business/Managerial Economics
Dan Huynh's E*TRADE Financial Experience June 2006 - June 2007
Job Head of Fraud @Yapstone
Industry Financial Services
Experience
YapStone May 2014 - Present
Western Union July 2012 - April 2014
CashEdge, part of Fiserv June 2007 - July 2012
E*TRADE Financial June 2006 - June 2007
Target May 2005 - May 2006
Skills
Internal Audit, Fraud, Policy, E-payments, Risk Assessment, Private Investigations, Security, Physical Security, Team Leadership, Training, Operations Management, Management, Analysis, Financial Risk, Business Analysis, Process Improvement, Risk Management, AML, Fraud Detection, Business Intelligence, Investigation, Leadership, Operational Risk..., Information Security, Operational Risk, Payments, Credit Cards, KYC
Education
California State University-East Bay 2011 — 2012
Master, Business Administration
San Jose State University 2001 — 2005
Bachelor of Science, Justice Studies
YapStone May 2014 - Present
Western Union July 2012 - April 2014
CashEdge, part of Fiserv June 2007 - July 2012
E*TRADE Financial June 2006 - June 2007
Target May 2005 - May 2006
Skills
Internal Audit, Fraud, Policy, E-payments, Risk Assessment, Private Investigations, Security, Physical Security, Team Leadership, Training, Operations Management, Management, Analysis, Financial Risk, Business Analysis, Process Improvement, Risk Management, AML, Fraud Detection, Business Intelligence, Investigation, Leadership, Operational Risk..., Information Security, Operational Risk, Payments, Credit Cards, KYC
Education
California State University-East Bay 2011 — 2012
Master, Business Administration
San Jose State University 2001 — 2005
Bachelor of Science, Justice Studies
Bryce Difuntorum's E*TRADE Financial Experience 2005 - 2009
Job Senior Investigator at LPL Financial
Industry Financial Services
Experience
LPL Financial March 2010 - Present
Wachovia January 2009 - March 2010
Bank of America 2008 - 2009
Apple Retail 2008 - 2009
Etrade Financial 2005 - 2009
E*TRADE Financial January 2005 - June 2008
Skills
Series 63, Series 7, Finance, Financial Services, AML, Securities, Mutual Funds, Trading, Investments
Education
California State University-Sacramento 2004 — 2008
M.A., History
California State University-Sacramento 2002 — 2008
Bachelor’s Degree, History, 3.8
LPL Financial March 2010 - Present
Wachovia January 2009 - March 2010
Bank of America 2008 - 2009
Apple Retail 2008 - 2009
Etrade Financial 2005 - 2009
E*TRADE Financial January 2005 - June 2008
Skills
Series 63, Series 7, Finance, Financial Services, AML, Securities, Mutual Funds, Trading, Investments
Education
California State University-Sacramento 2004 — 2008
M.A., History
California State University-Sacramento 2002 — 2008
Bachelor’s Degree, History, 3.8
Austin Worley's E*TRADE Financial Experience June 2008 - December 2008
Job FIU Investigations Quality Control at Wachovia, A Wells Fargo Company
Industry Financial Services
Experience
Wachovia, A Wells Fargo Company January 2009 - Present
Etrade Financial June 2008 - December 2008
E*TRADE Financial September 2006 - June 2008
Performance Audio 2002 - 2004
Skills
Portfolio Management, Series 63, Series 7, Mutual Funds, Securities, Options, Equities, Wealth Management, Financial Services, AML, Fixed Income, Trading, Back Office
Education
Humboldt State University 2002 — 2004
MBA, Business/Management
California State University-Chico 1998 — 2002
BS, Marketing
Wachovia, A Wells Fargo Company January 2009 - Present
Etrade Financial June 2008 - December 2008
E*TRADE Financial September 2006 - June 2008
Performance Audio 2002 - 2004
Skills
Portfolio Management, Series 63, Series 7, Mutual Funds, Securities, Options, Equities, Wealth Management, Financial Services, AML, Fixed Income, Trading, Back Office
Education
Humboldt State University 2002 — 2004
MBA, Business/Management
California State University-Chico 1998 — 2002
BS, Marketing
Bryon McGregor's E*TRADE Financial Experience February 2002 - August 2008
Job CFO
Industry Oil & Energy
Experience
Pacific Ethanol September 2008 - Present
E*TRADE Financial February 2002 - August 2008
BP May 1998 - January 2001
Credit Suisse First Boston February 1992 - May 1998
Sumitomo Mitsui Banking Corporation August 1989 - February 1992
Bank of America June 1987 - July 1989
Skills
Financial Analysis, Mergers, Due Diligence, Risk Management, Project Finance, Venture Capital, Accounting, Executive Management, Mergers & Acquisitions, Finance, Strategic Planning, Managerial Finance, Budgets, Financial Reporting, Financial Modeling, Cash Management, Forecasting, Strategic Financial..., Sarbanes-Oxley Act, Business Strategy, Valuation, Start-ups, Investments, Corporate Finance, Business Planning
Education
Brigham Young University 1983 — 1987
Bachelor of Business Administration (BBA)
Pacific Ethanol September 2008 - Present
E*TRADE Financial February 2002 - August 2008
BP May 1998 - January 2001
Credit Suisse First Boston February 1992 - May 1998
Sumitomo Mitsui Banking Corporation August 1989 - February 1992
Bank of America June 1987 - July 1989
Skills
Financial Analysis, Mergers, Due Diligence, Risk Management, Project Finance, Venture Capital, Accounting, Executive Management, Mergers & Acquisitions, Finance, Strategic Planning, Managerial Finance, Budgets, Financial Reporting, Financial Modeling, Cash Management, Forecasting, Strategic Financial..., Sarbanes-Oxley Act, Business Strategy, Valuation, Start-ups, Investments, Corporate Finance, Business Planning
Education
Brigham Young University 1983 — 1987
Bachelor of Business Administration (BBA)
Hamilton Khu's E*TRADE Financial Experience March 2013 - Present
Job Bank Audit Manager at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial March 2013 - Present
E*TRADE Financial June 2011 - March 2013
E*TRADE Financial October 2009 - June 2011
Skills
Financial Analysis, Sarbanes-Oxley Act, Auditing, Risk Management, Accounting, Internal Controls, Enterprise Risk..., Due Diligence, Sarbanes-Oxley, Internal Audit, Financial Accounting, Finance, Financial Reporting, Financial Modeling, Banking, SEC filings, Financial Risk, GAAP, Financial Services, Corporate Finance, Investments, Capital Markets, Portfolio Management, Bloomberg, Derivatives, Cash Management, Securities
Education
Bucknell University 2002 — 2006
BA, Economics
Cate School 1998 — 2001
E*TRADE Financial March 2013 - Present
E*TRADE Financial June 2011 - March 2013
E*TRADE Financial October 2009 - June 2011
Skills
Financial Analysis, Sarbanes-Oxley Act, Auditing, Risk Management, Accounting, Internal Controls, Enterprise Risk..., Due Diligence, Sarbanes-Oxley, Internal Audit, Financial Accounting, Finance, Financial Reporting, Financial Modeling, Banking, SEC filings, Financial Risk, GAAP, Financial Services, Corporate Finance, Investments, Capital Markets, Portfolio Management, Bloomberg, Derivatives, Cash Management, Securities
Education
Bucknell University 2002 — 2006
BA, Economics
Cate School 1998 — 2001
Brent Purin's E*TRADE Financial Experience April 2006 - July 2007
Job Senior Managing Director Criterion Bioscience
Industry Venture Capital & Private Equity
Experience
Atlantis Organiculture PLC May 2014 - Present
Rover Metals November 2014 - Present
Criterion BioScience October 2014 - Present
Unified Universal Real Estate Affiliation September 2014 - Present
SBJ Energy Partners January 2012 - Present
Sentinel Capital Group Corp. January 2007 - Present
BTJ Capital Group Corp. December 2012 - 2014
E*TRADE Financial April 2006 - July 2007
The Running Company August 2004 - March 2005
American Express March 2004 - September 2004
Skills
Private Equity, Mergers, Venture Capital, Investments, Business Planning, Business Development, Management, Finance, Corporate Development, Investment Advisory, Project Finance, Joint Ventures, Energy, Mergers & Acquisitions, Mining, Equities, Private Placements, Investor Relations, Restructuring, IPO, Due Diligence, Funding, Start-ups, Entrepreneurship, Investment Banking, Asset Management, Financial Structuring, Valuation, Capital, Emerging Markets, Corporate Finance, Hedge Funds, Capital Markets, Business Strategy, Portfolio Management, Financial Modeling
Education
British Columbia Institute of Technology / BCIT 1997 — 1999
Corporate Finance
Atlantis Organiculture PLC May 2014 - Present
Rover Metals November 2014 - Present
Criterion BioScience October 2014 - Present
Unified Universal Real Estate Affiliation September 2014 - Present
SBJ Energy Partners January 2012 - Present
Sentinel Capital Group Corp. January 2007 - Present
BTJ Capital Group Corp. December 2012 - 2014
E*TRADE Financial April 2006 - July 2007
The Running Company August 2004 - March 2005
American Express March 2004 - September 2004
Skills
Private Equity, Mergers, Venture Capital, Investments, Business Planning, Business Development, Management, Finance, Corporate Development, Investment Advisory, Project Finance, Joint Ventures, Energy, Mergers & Acquisitions, Mining, Equities, Private Placements, Investor Relations, Restructuring, IPO, Due Diligence, Funding, Start-ups, Entrepreneurship, Investment Banking, Asset Management, Financial Structuring, Valuation, Capital, Emerging Markets, Corporate Finance, Hedge Funds, Capital Markets, Business Strategy, Portfolio Management, Financial Modeling
Education
British Columbia Institute of Technology / BCIT 1997 — 1999
Corporate Finance
Jason Vieira's E*TRADE Financial Experience 2005 - 2007
Job Market Growth & Development Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo December 2014 - Present
Wells Fargo May 2009 - December 2014
Wells Fargo May 2007 - March 2009
E*TRADE Financial 2005 - 2007
Skills
Series 63, Series 7, Series 4, Series 24, Series 65, Retirement Planning, Sales Management, Relationship Management
Education
Bridgewater State University 1992 — 1997
BA, Communications
Wells Fargo December 2014 - Present
Wells Fargo May 2009 - December 2014
Wells Fargo May 2007 - March 2009
E*TRADE Financial 2005 - 2007
Skills
Series 63, Series 7, Series 4, Series 24, Series 65, Retirement Planning, Sales Management, Relationship Management
Education
Bridgewater State University 1992 — 1997
BA, Communications
Angela Mandich's E*TRADE Financial Experience 2001 - 2008
Job Copy Editing Supervisor at OptumRx
Industry Real Estate
Experience
OptumRx December 2011 - Present
Prescription Solutions June 2009 - December 2011
E*TRADE Financial 2001 - 2008
Education
California State University-Long Beach
BA, Liberal Studies
OptumRx December 2011 - Present
Prescription Solutions June 2009 - December 2011
E*TRADE Financial 2001 - 2008
Education
California State University-Long Beach
BA, Liberal Studies
Bob McClenahan's E*TRADE Financial Experience 2000 - 2005
Job Napa's Photographer
Industry Photography
Experience
Bob McClenahan Photography June 2010 - Present
ArtistWorks Inc. May 2010 - November 2012
Financial Network Investment Corporation, Member SIPC 2007 - 2009
Essex National Securities 2005 - 2007
Etrade Financial 2000 - 2005
Skills
Photoshop, Commercial Photography, Wedding Photography, Photography, Portrait Photography, Fine Art, Stocks, Series 24, FINRA, Series 63, Wine Tasting, Weddings, Photos, Portraits, Graphic Design
Education
California State University-Sacramento 1989 — 1992
BS, Business
California State University-Sacramento
Bachelor's degree, Business Administration and Management, General
Bob McClenahan Photography June 2010 - Present
ArtistWorks Inc. May 2010 - November 2012
Financial Network Investment Corporation, Member SIPC 2007 - 2009
Essex National Securities 2005 - 2007
Etrade Financial 2000 - 2005
Skills
Photoshop, Commercial Photography, Wedding Photography, Photography, Portrait Photography, Fine Art, Stocks, Series 24, FINRA, Series 63, Wine Tasting, Weddings, Photos, Portraits, Graphic Design
Education
California State University-Sacramento 1989 — 1992
BS, Business
California State University-Sacramento
Bachelor's degree, Business Administration and Management, General
Tony Harty's E*TRADE Financial Experience December 1996 - June 2004
Job Accountant at Lithia Motors
Industry Automotive
Experience
Lithia Motors June 2006 - April 2009
E*TRADE Financial December 1996 - June 2004
Education
California State University-Chico 1992 — 1996
BS
Cuesta College 1989 — 1992
AS
Lithia Motors June 2006 - April 2009
E*TRADE Financial December 1996 - June 2004
Education
California State University-Chico 1992 — 1996
BS
Cuesta College 1989 — 1992
AS
Courtney Rodgers's E*TRADE Financial Experience November 2009 - Present
Job Senior Account Executive Corporate Services at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial November 2009 - Present
NASPP - Los Angeles Chapter 2014 - 2015
NASPP - Los Angeles Chapter 2014 - 2015
E*TRADE Financial Corporation 2009 - 2015
E*TRADE Financial Corporation 2009 - 2015
Macy's West 2006 - November 2009
Macys 2006 - 2008
Robinsons-May 2004 - 2006
Skills
Hold Series 7, Series 63, Management, Leadership, Risk Management, Budgets, Marketing, Forecasting, Cross-functional Team..., Project Management, Strategic Planning
Education
California State University-Chico 1999 — 2003
BS, Finance, Economics
E*TRADE Financial November 2009 - Present
NASPP - Los Angeles Chapter 2014 - 2015
NASPP - Los Angeles Chapter 2014 - 2015
E*TRADE Financial Corporation 2009 - 2015
E*TRADE Financial Corporation 2009 - 2015
Macy's West 2006 - November 2009
Macys 2006 - 2008
Robinsons-May 2004 - 2006
Skills
Hold Series 7, Series 63, Management, Leadership, Risk Management, Budgets, Marketing, Forecasting, Cross-functional Team..., Project Management, Strategic Planning
Education
California State University-Chico 1999 — 2003
BS, Finance, Economics
Ata J Chu-Shing's E*TRADE Financial Experience November 2011 - September 2012
Job Financial Analyst, Retail Manager at Bluesky Samoa
Industry Financial Services
Experience
Bluesky Samoa December 2012 - July 2014
E*TRADE Financial November 2011 - September 2012
Morgan Stanley November 2008 - November 2011
Fidelity Investments January 2005 - November 2008
LDS Church July 2003 - July 2004
Skills
Investments, Securities, Retirement, Strategic Financial..., Finance, Wealth Management, Asset Allocation, Retirement Planning, 401k, Financial Planners, Accounting, Equities, Financial Services, Financial Modeling, Risk Management, Series 7, series 66, Leadership, Financial Planning, Management, Uniform Combined State...
Education
Westminster College 2005 — 2008
MBA, Accounting and Business/Management
Brigham Young University - Hawaii 1997 — 2001
B.S, Accounting
Bluesky Samoa December 2012 - July 2014
E*TRADE Financial November 2011 - September 2012
Morgan Stanley November 2008 - November 2011
Fidelity Investments January 2005 - November 2008
LDS Church July 2003 - July 2004
Skills
Investments, Securities, Retirement, Strategic Financial..., Finance, Wealth Management, Asset Allocation, Retirement Planning, 401k, Financial Planners, Accounting, Equities, Financial Services, Financial Modeling, Risk Management, Series 7, series 66, Leadership, Financial Planning, Management, Uniform Combined State...
Education
Westminster College 2005 — 2008
MBA, Accounting and Business/Management
Brigham Young University - Hawaii 1997 — 2001
B.S, Accounting
Kevin Osterman's E*TRADE Financial Experience 1996 - 2001
Job Sr. Manager, Global Equity
Industry Human Resources
Experience
Edwards Lifesciences February 2009 - Present
Washington Mutual / JPMorgan Chase 2003 - 2009
Palm 2003 - 2003
E*TRADE Financial 1996 - 2001
American Century Investments 1993 - 1996
Skills
Mergers & Acquisitions, Business Analysis, Executive Pay, SEC filings, Management, Business Planning, HRIS, Project Management, Human Resources, Process Improvement, Performance Management, Organizational..., Deferred Compensation, Equities, Vendor Management, Employee Benefits, Onboarding
Education
California State Polytechnic University-Pomona 1989 — 1991
Bachelor of Business Administration (BBA)
Santa Clara University
CEP, Equity Compensation
Edwards Lifesciences February 2009 - Present
Washington Mutual / JPMorgan Chase 2003 - 2009
Palm 2003 - 2003
E*TRADE Financial 1996 - 2001
American Century Investments 1993 - 1996
Skills
Mergers & Acquisitions, Business Analysis, Executive Pay, SEC filings, Management, Business Planning, HRIS, Project Management, Human Resources, Process Improvement, Performance Management, Organizational..., Deferred Compensation, Equities, Vendor Management, Employee Benefits, Onboarding
Education
California State Polytechnic University-Pomona 1989 — 1991
Bachelor of Business Administration (BBA)
Santa Clara University
CEP, Equity Compensation
Kathy Fonseca's E*TRADE Financial Experience 2000 - 2001
Job Quantatative Financial Analyst at Bank of America
Industry Financial Services
Experience
Bank of America March 2012 - Present
bank of america 2006 - August 2012
Bank of America 2004 - 2006
E*TRADE Financial 2000 - 2001
Education
California State University-Hayward - School of Business and Economics 1988 — 1993
MBA, Finance
Bank of America March 2012 - Present
bank of america 2006 - August 2012
Bank of America 2004 - 2006
E*TRADE Financial 2000 - 2001
Education
California State University-Hayward - School of Business and Economics 1988 — 1993
MBA, Finance
Ian Kenny's E*TRADE Financial Experience December 2006 - Present
Job Director Trading and Execution Quality at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial December 2006 - Present
Scottrade February 2005 - December 2006
Skills
Series 7, Securities, Series 63, Options, Trading, Financial Markets, Equities, Equity Trading, Trading Systems, FINRA, Electronic Trading, Series 24, Mutual Funds, Fixed Income, Equity Derivatives
Education
Butler University - College of Business Administration 2002 — 2006
BS, Marketing
Flinders University 2004 — 2004
E*TRADE Financial December 2006 - Present
Scottrade February 2005 - December 2006
Skills
Series 7, Securities, Series 63, Options, Trading, Financial Markets, Equities, Equity Trading, Trading Systems, FINRA, Electronic Trading, Series 24, Mutual Funds, Fixed Income, Equity Derivatives
Education
Butler University - College of Business Administration 2002 — 2006
BS, Marketing
Flinders University 2004 — 2004
Samuel Chandra, PMP, CSM's E*TRADE Financial Experience April 2014 - Present
Job Senior IT Portfolio and Program Manager at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial April 2014 - Present
E*TRADE Financial November 2013 - March 2014
E*TRADE Financial June 2010 - November 2013
Transamerica Financial Advisors, Inc. June 2009 - May 2010
Hewlett-Packard January 2000 - May 2009
Hewlett-Packard July 1997 - December 1999
Systems Solutions Group January 1996 - July 1997
Accenture January 1990 - December 1995
Skills
IT Strategy, Team Management, SDLC, Software Project..., SOA, Information Technology, Vendor Management, PMP, IT Management, Agile Methodologies, Agile Project Management, Program Management, Cloud Computing, Software Documentation, Enterprise Architecture, Mobile Devices, Project Portfolio..., Disaster Recovery, PMO, Business Process, Certified Scrum Master..., Security Architecture..., Process Improvement, Business Development, Microsoft Office, MS Project, VBA, Multithreaded..., Java Enterprise Edition, C++, JavaScript, Oracle
Education
California State University-East Bay
Master of Science (MS), Computer Science
Institute for Management Education and Development, Indonesia
Diploma Business Administration, Finance, Business Administration and Management
Bandung Institute of Technology, Indonesia.
Bachelor of Science (BS), Mechanical Engineering
E*TRADE Financial April 2014 - Present
E*TRADE Financial November 2013 - March 2014
E*TRADE Financial June 2010 - November 2013
Transamerica Financial Advisors, Inc. June 2009 - May 2010
Hewlett-Packard January 2000 - May 2009
Hewlett-Packard July 1997 - December 1999
Systems Solutions Group January 1996 - July 1997
Accenture January 1990 - December 1995
Skills
IT Strategy, Team Management, SDLC, Software Project..., SOA, Information Technology, Vendor Management, PMP, IT Management, Agile Methodologies, Agile Project Management, Program Management, Cloud Computing, Software Documentation, Enterprise Architecture, Mobile Devices, Project Portfolio..., Disaster Recovery, PMO, Business Process, Certified Scrum Master..., Security Architecture..., Process Improvement, Business Development, Microsoft Office, MS Project, VBA, Multithreaded..., Java Enterprise Edition, C++, JavaScript, Oracle
Education
California State University-East Bay
Master of Science (MS), Computer Science
Institute for Management Education and Development, Indonesia
Diploma Business Administration, Finance, Business Administration and Management
Bandung Institute of Technology, Indonesia.
Bachelor of Science (BS), Mechanical Engineering
Karen Sue Saltzman's E*TRADE Financial Experience 1998 - 2000
Job Administrative Associate at Stanford University
Industry Executive Office
Experience
Stanford University November 2011 - Present
NASA Ames Research Center 2010 - 2011
NASA Ames Research Center 2009 - 2010
Recording for the Blind & Dyslexic 2004 - 2008
Tumbleweed Communications 2003 - 2003
Unitarian Universalist Church of Palo Alto 2001 - 2003
Aristasoft Corporation 2000 - 2001
E*TRADE Financial 1998 - 2000
Lotus Development Corporation 1995 - 1998
Skills
Access, Management, Event Planning, CRM, System Administration, Databases, Microsoft Excel, Administrative...
Education
Heald College 2009 — 2009
Microsoft Office Skills Certificate with Honors
Cabrillo College
AA, Computer Management
Stanford University
Stanford University
University of Hartford
BA in Education
Stanford University November 2011 - Present
NASA Ames Research Center 2010 - 2011
NASA Ames Research Center 2009 - 2010
Recording for the Blind & Dyslexic 2004 - 2008
Tumbleweed Communications 2003 - 2003
Unitarian Universalist Church of Palo Alto 2001 - 2003
Aristasoft Corporation 2000 - 2001
E*TRADE Financial 1998 - 2000
Lotus Development Corporation 1995 - 1998
Skills
Access, Management, Event Planning, CRM, System Administration, Databases, Microsoft Excel, Administrative...
Education
Heald College 2009 — 2009
Microsoft Office Skills Certificate with Honors
Cabrillo College
AA, Computer Management
Stanford University
Stanford University
University of Hartford
BA in Education
Deanna Lopes's E*TRADE Financial Experience December 2010 - May 2014
Job Sr. Investigator E*TRADE
Industry Financial Services
Experience
E*TRADE Financial December 2010 - May 2014
Wells Fargo September 2004 - November 2009
Skills
Private Investigations, Risk Management, AML
Education
CSU Chico 1982 — 1988
Bachelor of Arts (BA), Audiovisual Communications Technologies/Technicians
E*TRADE Financial December 2010 - May 2014
Wells Fargo September 2004 - November 2009
Skills
Private Investigations, Risk Management, AML
Education
CSU Chico 1982 — 1988
Bachelor of Arts (BA), Audiovisual Communications Technologies/Technicians
Deborah Taylor's E*TRADE Financial Experience 1996 - 1998
Job Writer, editor, educator, MPH student
Industry Writing and Editing
Experience
University of New England January 2014 - Present
North Star Academy June 2004 - July 2012
Intuit 1998 - 2003
E*TRADE Financial 1996 - 1998
Digital Microwave Corporation 1993 - 1995
Skills
Teaching, Curriculum Design, Curriculum Development, Training, Program Management, Mac OS X, Strategic Partnerships, Hands-on Training, Product Management, Public Speaking, Coaching, Team Building, Staff Development, Start-ups, Entrepreneurship, Software Documentation, Editing, Management
Education
University of New England 2013 — 2015
Master's degree, Public Health
California State University-Bakersfield 2010 — 2013
Masters Courses, Curriculum Development
Notre Dame de Namur University 2003 — 2004
Teacher's Credential, Science
San Francisco State University
B.A., Physiology, Microbial Genetics
University of New England January 2014 - Present
North Star Academy June 2004 - July 2012
Intuit 1998 - 2003
E*TRADE Financial 1996 - 1998
Digital Microwave Corporation 1993 - 1995
Skills
Teaching, Curriculum Design, Curriculum Development, Training, Program Management, Mac OS X, Strategic Partnerships, Hands-on Training, Product Management, Public Speaking, Coaching, Team Building, Staff Development, Start-ups, Entrepreneurship, Software Documentation, Editing, Management
Education
University of New England 2013 — 2015
Master's degree, Public Health
California State University-Bakersfield 2010 — 2013
Masters Courses, Curriculum Development
Notre Dame de Namur University 2003 — 2004
Teacher's Credential, Science
San Francisco State University
B.A., Physiology, Microbial Genetics
Victor Corona's E*TRADE Financial Experience August 2003 - January 2004
Job Maintenance Planner at Nutrilite
Industry Consumer Goods
Experience
Nutrilite February 2013 - Present
Nutrilite April 2012 - January 2013
Global Seal Corp. May 2004 - April 2012
E*TRADE Financial August 2003 - January 2004
E*Trade Financial January 2003 - August 2003
E*Trade Financial January 2002 - January 2003
Skills
Microsoft Excel, Pricing, Credit, Access, Customer Service, Mortgage Lending, Sales Management, File Management, Sales, Outlook, QuickBooks, Real Estate, Strategic Planning, Marketing, Leadership
Education
California State University-Fullerton - College of Business and Economics 2007 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Santa Ana College 2005 — 2007
Associates Degree, Business Administration
Nutrilite February 2013 - Present
Nutrilite April 2012 - January 2013
Global Seal Corp. May 2004 - April 2012
E*TRADE Financial August 2003 - January 2004
E*Trade Financial January 2003 - August 2003
E*Trade Financial January 2002 - January 2003
Skills
Microsoft Excel, Pricing, Credit, Access, Customer Service, Mortgage Lending, Sales Management, File Management, Sales, Outlook, QuickBooks, Real Estate, Strategic Planning, Marketing, Leadership
Education
California State University-Fullerton - College of Business and Economics 2007 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Santa Ana College 2005 — 2007
Associates Degree, Business Administration
Alex Miroshnichenko's E*TRADE Financial Experience June 2003 - August 2006
Job Online Marketing Manager at Ormco
Industry Marketing and Advertising
Experience
Ormco May 2010 - Present
. October 2008 - Present
. October 2008 - Present
Toshiba America Medical Systems September 2006 - February 2010
E*TRADE Financial June 2003 - August 2006
Automobile Club Of Southern California (AAA) November 1997 - May 2003
Associated Travel International August 1994 - October 1997
American Savings Bank April 1990 - July 1994
Skills
Direct Marketing, Lead Generation, Email Marketing, Online Marketing, Social Media Marketing, SEM, Integrated Marketing, Marketing Strategy, SEO, Product Marketing, Competitive Analysis, E-commerce, Marketing, Creative Direction, Sales
Education
Bellarmine College Preparatory 1980 — 1989
California State University-Long Beach
Bachelor Of Science
Ormco May 2010 - Present
. October 2008 - Present
. October 2008 - Present
Toshiba America Medical Systems September 2006 - February 2010
E*TRADE Financial June 2003 - August 2006
Automobile Club Of Southern California (AAA) November 1997 - May 2003
Associated Travel International August 1994 - October 1997
American Savings Bank April 1990 - July 1994
Skills
Direct Marketing, Lead Generation, Email Marketing, Online Marketing, Social Media Marketing, SEM, Integrated Marketing, Marketing Strategy, SEO, Product Marketing, Competitive Analysis, E-commerce, Marketing, Creative Direction, Sales
Education
Bellarmine College Preparatory 1980 — 1989
California State University-Long Beach
Bachelor Of Science
David Monsivais's E*TRADE Financial Experience November 2011 - August 2012
Job Compliance Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs May 2015 - Present
Utah Valley University January 2015 - April 2015
Protection 1 Security Solutions August 2014 - November 2014
DealerSocket May 2014 - August 2014
Legally Mine LLC May 2013 - April 2014
MB Sports Management May 2013 - September 2013
E*TRADE Financial November 2011 - August 2012
Fourth District Court August 2011 - October 2011
the Lighting Desgn December 2005 - August 2010
Utah Flash December 2009 - May 2010
Skills
Customer Service, Negotiation, Construction, Contract Negotiation, Sales, Sales Management, Microsoft Office, New Business Development, Microsoft Excel, Account Management, Contract Management, Residential Homes, Process Scheduler, Microsoft Word, Budgets, Strategic Planning, Team Building, PowerPoint, Project Management, Marketing, Research, Management
Education
Brigham Young University—J. Reuben Clark Law School 2012 — 2015
Doctor of Law (J.D.)
Utah Valley University 2006 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Provo High School 1998 — 2002
Goldman Sachs May 2015 - Present
Utah Valley University January 2015 - April 2015
Protection 1 Security Solutions August 2014 - November 2014
DealerSocket May 2014 - August 2014
Legally Mine LLC May 2013 - April 2014
MB Sports Management May 2013 - September 2013
E*TRADE Financial November 2011 - August 2012
Fourth District Court August 2011 - October 2011
the Lighting Desgn December 2005 - August 2010
Utah Flash December 2009 - May 2010
Skills
Customer Service, Negotiation, Construction, Contract Negotiation, Sales, Sales Management, Microsoft Office, New Business Development, Microsoft Excel, Account Management, Contract Management, Residential Homes, Process Scheduler, Microsoft Word, Budgets, Strategic Planning, Team Building, PowerPoint, Project Management, Marketing, Research, Management
Education
Brigham Young University—J. Reuben Clark Law School 2012 — 2015
Doctor of Law (J.D.)
Utah Valley University 2006 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Provo High School 1998 — 2002
Matthew Sato, CEP's E*TRADE Financial Experience November 2007 - July 2013
Job Sr. Stock Administrator
Industry Aviation & Aerospace
Experience
Space Exploration Technologies February 2014 - Present
Marketo July 2013 - February 2014
E*TRADE Financial November 2007 - July 2013
JET Programme September 2004 - September 2007
Skills
Series 7, Series 63, Equities, Securities, Financial Services, Investments, CEP (Certified Equity..., Equity Edge/EEO, Trading, Financial Reporting, Management
Education
Brigham Young University - Hawaii 2001 — 2004
International Business Management, Business, Japanese
Space Exploration Technologies February 2014 - Present
Marketo July 2013 - February 2014
E*TRADE Financial November 2007 - July 2013
JET Programme September 2004 - September 2007
Skills
Series 7, Series 63, Equities, Securities, Financial Services, Investments, CEP (Certified Equity..., Equity Edge/EEO, Trading, Financial Reporting, Management
Education
Brigham Young University - Hawaii 2001 — 2004
International Business Management, Business, Japanese
Courtny Morin's E*TRADE Financial Experience March 2006 - May 2007
Job Real Estate Asset Management Analyst at Wachovia, A Wells Fargo Company
Industry Banking
Experience
Wachovia, A Wells Fargo Company Loan Servicing Specialist 5Wachovia, a Wells Fargo CompanyOctober 2007 - August 2010
E*TRADE Financial March 2006 - May 2007
Computershare May 2000 - October 2005
Education
Bridgewater State College
Bachelor of Arts, English
Quincy College
Associates, Liberal Arts
Wachovia, A Wells Fargo Company Loan Servicing Specialist 5Wachovia, a Wells Fargo CompanyOctober 2007 - August 2010
E*TRADE Financial March 2006 - May 2007
Computershare May 2000 - October 2005
Education
Bridgewater State College
Bachelor of Arts, English
Quincy College
Associates, Liberal Arts
Benjamin Arreola's E*TRADE Financial Experience September 2005 - July 2006
Job MO Examiner/Claims Assistant at Alpha Fund Roseville
Industry Insurance
Experience
Alpha Fund Roseville May 2014 - Present
York Risk Services Group June 2012 - May 2014
Appleby & Company, Inc. April 2011 - May 2012
Arthur J. Gallagher & Co. August 2006 - April 2011
E*TRADE Financial September 2005 - July 2006
Skills
Customer Relations, Insurance, Account Management, Salesforce.com, Customer Service, Client Liaison, Clerical Administration
Education
California State University-Sacramento 2011 — 2013
Bachelor of Science, Sociology
Alpha Fund Roseville May 2014 - Present
York Risk Services Group June 2012 - May 2014
Appleby & Company, Inc. April 2011 - May 2012
Arthur J. Gallagher & Co. August 2006 - April 2011
E*TRADE Financial September 2005 - July 2006
Skills
Customer Relations, Insurance, Account Management, Salesforce.com, Customer Service, Client Liaison, Clerical Administration
Education
California State University-Sacramento 2011 — 2013
Bachelor of Science, Sociology
Diane Turriff's E*TRADE Financial Experience 2000 - 2007
Job Legal Consultant
Industry Law Practice
Experience
Pricelock 2012 - 2013
E*TRADE Financial 2000 - 2007
Wilson Sonsini Goodrich and Rosati 1995 - 2000
Farella Braun + Martel LLP 1990 - 1995
Skills
Licensing, Intellectual Property, Privacy Law, Trademarks, Copyright Law, Competition Law, Commercial Litigation, Trademark Infringement, Patent Litigation, Litigation
Education
Cal Poly San Luis Obispo
Bachelor's degree, Business Administration
UC Hastings College of the Law
Doctor of Law (J.D.), Magna Cum Laude
Pricelock 2012 - 2013
E*TRADE Financial 2000 - 2007
Wilson Sonsini Goodrich and Rosati 1995 - 2000
Farella Braun + Martel LLP 1990 - 1995
Skills
Licensing, Intellectual Property, Privacy Law, Trademarks, Copyright Law, Competition Law, Commercial Litigation, Trademark Infringement, Patent Litigation, Litigation
Education
Cal Poly San Luis Obispo
Bachelor's degree, Business Administration
UC Hastings College of the Law
Doctor of Law (J.D.), Magna Cum Laude
Jenise Perry's E*TRADE Financial Experience November 2004 - March 2005
Job Banking Professional
Industry Banking
Experience
NuVision Federal Credit Union 2009 - 2012
Kinecta Federal Credit Union April 2005 - September 2009
E*TRADE Financial November 2004 - March 2005
Washington Mutual Bank January 2001 - October 2004
Washington Mutual 2001 - 2004
Skills
Consumer Lending, Loans, Mortgage Lending, Banking, Underwriting, Cross Selling, Branch Management, Sales, Customer Service, Sales Management, Branch Banking, Wholesale Lending, Lines Of Credit
Education
Cal Poly Pomona 1983 — 1984
NuVision Federal Credit Union 2009 - 2012
Kinecta Federal Credit Union April 2005 - September 2009
E*TRADE Financial November 2004 - March 2005
Washington Mutual Bank January 2001 - October 2004
Washington Mutual 2001 - 2004
Skills
Consumer Lending, Loans, Mortgage Lending, Banking, Underwriting, Cross Selling, Branch Management, Sales, Customer Service, Sales Management, Branch Banking, Wholesale Lending, Lines Of Credit
Education
Cal Poly Pomona 1983 — 1984
Anne Bui Ameen's E*TRADE Financial Experience July 2005 - August 2006
Job
Industry
Experience
Union Bank February 2011 - April 2012
Citi October 2007 - November 2010
24 Hour Restoration August 2006 - October 2007
E*TRADE Financial July 2005 - August 2006
Education
California State University-Long Beach 2000 — 2002
Bachelor of Business Administration (B.B.A.), Management
Union Bank February 2011 - April 2012
Citi October 2007 - November 2010
24 Hour Restoration August 2006 - October 2007
E*TRADE Financial July 2005 - August 2006
Education
California State University-Long Beach 2000 — 2002
Bachelor of Business Administration (B.B.A.), Management
Karla Bowen's E*TRADE Financial Experience November 2011 - Present
Job Senior Analyst at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial November 2011 - Present
Morgan Stanley September 2000 - November 2011
Skills
Series 99
Education
Bryant College 1996 — 2000
Bachelor's degree, Finance, General
Pace University - Lubin School of Business
Master of Business Administration (M.B.A.)
E*TRADE Financial November 2011 - Present
Morgan Stanley September 2000 - November 2011
Skills
Series 99
Education
Bryant College 1996 — 2000
Bachelor's degree, Finance, General
Pace University - Lubin School of Business
Master of Business Administration (M.B.A.)
Taj Kaur's E*TRADE Financial Experience October 1998 - March 2001
Job TSL at Microsoft
Industry Computer Software
Experience
Microsoft May 2003 - Present
E*TRADE Financial October 1998 - March 2001
Education
California State University-Hayward 1992 — 1996
Bachelor's degree, Computer Science
Microsoft May 2003 - Present
E*TRADE Financial October 1998 - March 2001
Education
California State University-Hayward 1992 — 1996
Bachelor's degree, Computer Science
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.