E*TRADE Financial

Industry: Financial services company

Description

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

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

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E*TRADE Financial Employees

Employee
Years
Job
Industry
Frank Gutierrez Frank Gutierrez San Francisco Bay Area Details
Frank Gutierrez's E*TRADE Financial Experience March 2005 - August 2012
Job Experienced Software Executive
Industry Internet
Experience
Genesys  August 2012 - Present
E*TRADE Financial   March 2005 - August 2012
E*TRADE Financial   March 2002 - March 2004
E*TRADE Financial   March 2000 - March 2002
E*TRADE Financial   March 1998 - March 2000
Charles Schwab  February 1996 - February 1998
Charles Schwab  February 1992 - February 1996
San Francisco Federal Savings   January 1991 - February 1992

Skills
XHTML, HTML5, Agile Project Management, Web Development, JavaScript, CSS, Product Management, Project Portfolio..., Software Project..., HTML 5, Vendor Management, SDLC, Business Analysis, Software Development, E-commerce, Web Applications, Testing, Enterprise Architecture, Management, SOA, SQL, Integration, Agile Methodologies, Enterprise Software, Project Management, User Experience, Leadership, Scrum, Perl, Mobile Devices, Software Engineering, Requirements Analysis, Product Development, Web Services, Cloud Computing, Mobile Applications, SaaS, Java, IT Strategy, Architecture, Spring, Business Intelligence, Linux, User Interface, Distributed Systems, REST, Strategy, Unix, Java Enterprise Edition, jQuery UI

Education
Carnegie Mellon University   2008 — 2010
Masters in Software Management, Software Engineering

University of San Francisco   1994 — 1998
MBA, Computer Science

UC Davis   1988 — 1991
BA, Economics

Lowell   1983 — 1989
High School Degree, General Education

Jana Tajzler Jana Tajzler Greater Salt Lake City Area Details
Jana Tajzler's E*TRADE Financial Experience 2000 - Present
Job Manager at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE FINANCIAL   2000 - Present
E*Trade  2000 - 2008

Skills
Securities, Investments, Risk Management, Process Improvement, Call Centers, Management

Education
California State University-Sacramento
Course, Team Building and Conflict Resolution

Kaplan University
Bachelor's Degree, Business Administration and Management, General

Lon Rohlfing Lon Rohlfing Sacramento, California Details
Lon Rohlfing's E*TRADE Financial Experience November 2001 - October 2002
Job Associate Governmental Program Analyst at California Secretary of State
Industry Government Administration
Experience
California Secretary of State  May 2014 - Present
California Secretary of State  November 2013 - May 2014
California State University, Sacramento  January 2008 - May 2014
California State Board of Equalization  July 2013 - November 2013
State of California  March 2010 - November 2010
Capital Tradeline   February 2005 - December 2007
KB Home  July 2006 - October 2006
Merrill Lynch  December 2003 - November 2004
E*TRADE Financial   November 2001 - October 2002
Franklin Templeton Investments  January 1998 - December 2000

Skills
Customer Service, Excel, PowerPoint, Research, Word, Writing, Public Speaking, Microsoft Office, Customer Relations, Financial Analysis, Access, Accounting, Problem Solving, Outlook, Adobe Acrobat, Editing, Financial Planning, Investments, Coaching, Teaching, Graphic Design, Sales, Training, Program Management, Marketing, Process Improvement, Data Analysis, Leadership, Time Management, Social Networking, Business Development, Data Entry, Management, Microsoft Excel

Education
California State University-Sacramento   2008 — 2011
MA, Ancient History

California State University-Sacramento   2007 — 2008
2nd BA, History

Whittier College   1991 — 1997
BA, Economics

Justin Gerbitz Justin Gerbitz Boise, Idaho Area Details
Justin Gerbitz's E*TRADE Financial Experience February 2003 - August 2005
Job Director
Industry Real Estate
Experience
Self-Employed  January 2007 - Present
IHT  August 2005 - December 2006
E*TRADE Financial   February 2003 - August 2005
AXA Advisors  January 2002 - February 2003

Skills
Valuation, Real Estate, Investments, Asset Managment, Real Estate Economics, Due Diligence, Financial Modeling, Financial Analysis, Disposition, Real Estate Development, Portfolio Management, Loans, Private Equity, Asset Management, Finance

Education
CSU Sacramento   1998 — 2001
BS, Finance

Jeffrey Perrone Jeffrey Perrone San Francisco Bay Area Details
Jeffrey Perrone's E*TRADE Financial Experience 1997 - 2002
Job Product Manager / Full Stack Web Developer
Industry Design
Experience
Jeffrey Perrone Product Development   2009 - Present
PearlSoup.com   2002 - 2009
E*TRADE Financial   1997 - 2002
Jeffrey Perrone & Associates, Inc.   1979 - 1997
VoiceCom Systems, Inc.   1989 - 1993
SRI International  1980 - 1981

Skills
Product Development, Web Development, Ruby on Rails, HTML 5, JavaScript, PostgreSQL, CSS3, Git, Product Management, User Experience Design, Project Management, Application Design, Management Consulting, Human Computer..., User Experience, Usability Engineering, User Interface Design, Information Architecture, Experience Design, Mobile Applications, Information Design, Entrepreneurship, Artificial Intelligence, Speech Recognition, Software Design, System Design, System Architecture, Expert Systems, Adaptive Systems, Invention, User Generated Content, New Product Development, Interactive Voice..., Product Licensing, Meeting Facilitation, Idea Generation, Self-organizing Systems, Workshop Facilitation, Decision Analysis, Proposal Writing, Full Stack Web Developer, Software Development, CSS, HTML5, Public Speaking

Education
General Assembly   2014 — 2014
Full Stack Web Developer, Web Development Immersive Program

Binghamton University - School of Advanced Technology
Master of Science, Computer Science, System Design

Binghamton University - Harpur College
BA, Psychology

Clarkson University
Chemistry

UC Berkeley Extension

City College of San Francisco

San Francisco State University
Computer Science

The Wheatley School
HS Diploma, 8 - 12

Brian Lemargie Brian Lemargie Newcastle, California Details
Brian Lemargie's E*TRADE Financial Experience April 2000 - October 2005
Job Senior NAV Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments  May 2013 - Present
State Street  May 2011 - May 2013
State Street Bank  October 2005 - May 2011
E*TRADE Financial   April 2000 - October 2005

Skills
Accounting, Corporate Actions, Operations Management, Recon, Investments, Bloomberg

Education
CSU Sacramento   1995 — 1999
Bachelor of Science (B.S.), Criminal Justice

Donald Pratl, Ph. D. Donald Pratl, Ph. D. Greater Chicago Area Details
Donald Pratl, Ph. D.'s E*TRADE Financial Experience 2005 - 2009
Job Senior Brokerage Education Analyst at Scottrade
Industry Financial Services
Experience
Scottrade  March 2015 - Present
Lewis University  July 2012 - Present
Colorado Technical University Online  July 2008 - Present
Olivet Nazarene University  July 2008 - Present
tradeMONSTER  2009 - February 2015
Robert Morris University  2008 - January 2012
Argosy University  2007 - 2011
Davenport University  2008 - 2010
E*Trade Financial   2005 - 2009
Village of Chicago Ridge, Illinois   April 1999 - April 2007

Skills
Risk Management, Options, Financial Markets, Trading, Adult Education, Management, Project Management, Training, Leadership, Critical Thinking, Investment Management, Derivatives, Analysis, Series 7, Access, Program Management, Conflict Resolution, Admissions, Instructional Design, E-Learning, Career Development, PowerPoint, Financial Analysis, Equities, Higher Education, Leadership Development, Quantitative Analytics, Change Management, Securities, Non-profits, Team Building, Curriculum Design, Research, Brokerage, Staff Development, Options Strategies, Microsoft Excel, Customer Service, Teaching, Portfolio Management, Strategic Planning, Asset Managment, Statistics, Policy, Data Analysis, Investments, Career Counseling, Finance, Economics, Microsoft Office

Education
Capella University   2001 — 2007
Ph.D., Organization and Management

MFD Communications
Media Strategy & Presentation Training, Professional presentation skills assessment.

Governors State University   1990 — 1993
M.A., Political Studies

Lewis University   1978 — 1981
B.A., Political Science

H. L. Richards High School   1969 — 1973

Connor O'Leary Connor O'Leary Chicago, Illinois Details
Connor O'Leary's E*TRADE Financial Experience May 2012 - September 2012
Job Regional Sales Associate at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments  February 2014 - Present
GNC  October 2012 - July 2013
E*TRADE Financial   May 2012 - September 2012
Down To Earth Landscaping, Inc.   April 2011 - April 2012
E*TRADE Financial   June 2011 - August 2011

Skills
Sales, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Customer Satisfaction, Microsoft Excel, Flawless Execution, Facebook, Outlook, Social Networking, Finance, Marketing, Leadership, Compliance, Deposits, Salesforce.com, Series 7, Public Speaking, Social Media, Time Management, Investments, Teamwork, Equities, Sales Presentations

Education
William Paterson University of New Jersey   2009 — 2013
Bachelor's degree, Finance, General

Campbell University   2009 — 2009

Red Bank Catholic High School   2005 — 2009

Warren S Galloway Jr Warren S Galloway Jr Greater Detroit Area Details
Warren S Galloway Jr's E*TRADE Financial Experience June 2004 - August 2004
Job Managing Partner
Industry Staffing and Recruiting
Experience
HR Talent Group   January 2014 - Present
Warren Galloway & Associates LLC   August 2004 - Present
E*TRADE Financial   June 2004 - August 2004
Charter One Bank  April 2002 - May 2004
Standard Federal Bank  July 1997 - April 2002
Standard Federal Bank  December 1996 - July 1997
Charterpoint Investment Center at NBD Bank   May 1992 - July 1993
NBD Bank  May 1988 - May 1992

Skills
Loans, Management, Budgets, Training, Government, Investments, Sales, Strategic Planning, Banking, Mortgage Lending, Business Planning, Fundraising, Public Speaking, Nonprofits, Non-profits, Risk Management, Contract Negotiation, Compliance, Portfolio Management, Community Outreach, Consulting, Small Business, Community Development, Project Planning, New Business Development, Credit, Management Consulting, Leadership, Customer Service, Process Improvement, Networking, Recruiting

Education
Thomas M. Cooley Law School   1993 — 1996
Juris Doctor, Business Law

Central Michigan University   1984 — 1988
Bachelor of Science (B.S.), Marketing/Business Administration

Murray-Wright Senior High School   1980 — 1984
Business

Shawn Yadon Shawn Yadon Sacramento, California Details
Shawn Yadon's E*TRADE Financial Experience 2000 - 2006
Job
Industry Transportation/Trucking/Railroad
Experience
California Trucking Association  January 2014 - Present
Copart  October 2010 - December 2013
Copart  August 2006 - October 2010
E*TRADE Financial   2000 - 2006
FedEx  1989 - 2000

Skills
Strategic Planning, Cross-functional Team..., Leadership, Government, Public Relations, Account Management, Team Leadership, Logistics, Management Consulting, Analysis, Project Planning, Management, Strategic Partnerships, Strategy, Customer Satisfaction, Process Improvement, Operations Management, Program Management, Contract Negotiation, Competitive Analysis, Negotiation, Sales Management

Education
California State University-Sacramento   1979 — 1984
Bachelor

Aaron Nazarian Aaron Nazarian Charlotte, North Carolina Details
Aaron Nazarian's E*TRADE Financial Experience August 2013 - October 2014
Job Retirement/Financial Services Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  December 2014 - Present
E*TRADE Financial   August 2013 - October 2014
UBS Financial Services, Inc.   December 2009 - August 2013
Bank of America Home Loans  March 2009 - December 2009
Banc of America Investment Services, Inc.   July 2008 - March 2009
E*TRADE Financial, (formerly HARRISdirect, LLC)   October 2005 - July 2008
HARRISdirect, LLC, (formerly CSFBdirect, Inc., DLJdirect, Inc.)   June 1999 - October 2005

Skills
Series 7, Series 63, Series 24, Series 4, Series 55, Series 53, Series 66

Education
Canisius College
Bachelor of Arts Degree, Spanish

Alexander Tsapp, MSM PMP CSM ITIL Alexander Tsapp, MSM PMP CSM ITIL Greater New York City Area Details
Alexander Tsapp, MSM PMP CSM ITIL's E*TRADE Financial Experience June 2013 - Present
Job Principle Project Manager at E*TRADE Financial Corporation
Industry Information Technology and Services
Experience
E*TRADE Financial Corporation  April 2015 - Present
E*TRADE Financial   June 2013 - Present
Platinum Crest Solutions   January 2013 - June 2013
DataDirect Networks  June 2012 - January 2013
Quest Software  January 2011 - June 2012
Quest Software  December 2008 - January 2011
Monosphere   May 2007 - December 2008
Platinum Crest Solutions, L.L.C.   January 2007 - May 2007
Universal Solutions Group  April 2006 - January 2007
Ciber  April 2005 - April 2006

Skills
Product Management, Enterprise Software, Cloud Computing, Business Analysis, Virtualization, Integration, IT Management, Project Management, CRM, Cross-functional Team..., Storage, Leadership, Agile Methodologies, Management, Enterprise Architecture, Professional Services, PMP, SaaS, SharePoint, Security, Servers, Business Development, Requirements Gathering, System Architecture, Pre-sales, Program Management, Product Marketing, Storage Area Networks, Go-to-market Strategy, Software Documentation, System Deployment, Networking, Data Center, Systems Engineering, Customer Relationships, Scope Management, System Integration..., Budgets, Active Directory, Competitive Analysis, Architectures, Expertise in strategic..., Vendor Relationships, Statement of Work..., Risk Assessment, System Migration, Network Architecture, ScrumMaster

Education
Thomas Edison State College   2010 — 2012
Master of Science, Management, Organizational Leadership, Organizational Change Leadership, 3.92

City University of New York-Brooklyn College   1990 — 1996
Bachelor of Science, Management and Finance

James Madison High School (Brooklyn, NY)   1986 — 1990

P.S. 238 Anne Sullivan

Harnet Gaim Harnet Gaim New York, New York Details
Harnet Gaim's E*TRADE Financial Experience November 1999 - June 2001
Job Vice President, Global Program Trading Operations, Finance, and Risk
Industry Financial Services
Experience
Millennium Management  May 2014 - Present
Bank of America Merrill Lynch  July 2009 - November 2012
Merrill Lynch  August 2006 - June 2009
State Street  February 2006 - May 2006
Barclays Global Investors  July 2001 - November 2004
E*TRADE Financial   November 1999 - June 2001

Skills
Middle Office, Operational Risk, Market Risk, Equity Trading, ETFs, Program Trading, Options Strategies, Market Research, Financial Analysis, Market Analysis, Portfolio Management, Fixed Income, Derivatives, Alternative Investments, Capital Markets, Hedge Funds, Bloomberg, Brokerage, Project Management, Managing Processes, Process Improvement, Quantitative Research, Quantitative Analytics, Quantitative Finance, Quantitative Investing, Personal Finance, Investments, FX Options, Trading, Options, Electronic Trading, Bonds, Financial Services, Financial Risk, Swaps, Emerging Markets, Back Office, Settlement, Investment Banking, Finance, Securities, Financial Markets, Trading Systems, Securities Lending, Prime Brokerage, Corporate Actions, Credit Derivatives, Equities, Risk Management, Management

Education
California State University-Sacramento   2001 — 2003
MBA, Finance, General

Saint Anselm College   1997 — 1999
Bachelor of Arts (BA), Business and Finance

Independent Study

Robert Vaughn Robert Vaughn Sacramento, California Area Details
Robert Vaughn's E*TRADE Financial Experience September 2006 - December 2013
Job Sr. Director, Operations at Hanson McClain Advisors
Industry Financial Services
Experience
Hanson McClain Advisors  August 2014 - Present
Rabobank  March 2014 - August 2014
E*TRADE Financial   September 2006 - December 2013
E*TRADE Financial   March 2005 - September 2006
E*TRADE Clearing LLC   February 2003 - March 2005
E*TRADE Clearing LLC   July 1999 - February 2003
E*TRADE Clearing LLC   June 1998 - July 1999
E*TRADE Clearing LLC   January 1997 - June 1998
Essex National Securities  May 1995 - January 1997
Essex Corporation  January 1993 - May 1995

Skills
Management, Leadership, Account Reconciliation, Financial Risk, Mutual Funds, Cash Management, Back Office, Trading, Sarbanes-Oxley Act, Outsourcing, Accounting, Payments, Series 7, Series 63, Securities, Financial Services, Customer Service, Settlement, Vendor Management, Relationship Management, Risk Management, Finance, Business Analysis, Operations Management, Process Improvement

Education
The American College   1991 — 1993
Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU), Investment and Insurance

California State University-Sacramento   1987 — 1991
BS, Business Administration, Graduated with Cum Laude honors

Terence Einhorn Terence Einhorn New York, New York Details
Terence Einhorn's E*TRADE Financial Experience June 2011 - August 2011
Job Strategy Manager at MarketShare
Industry Management Consulting
Experience
MarketShare  July 2014 - Present
MarketShare  February 2013 - Present
E*TRADE Financial   June 2011 - August 2011
Carnegie Mellon Social and Decision Sciences   2009 - 2011
Kingswood Camp for Boys  2000 - 2011
Shanghai General Motors  May 2010 - August 2010

Skills
Mandarin Chinese, Analytics, Market Research, English, Business Strategy, Mandarin, Strategy, Economics, Financial Modeling, Research, Statistics, Analysis

Education
Carnegie Mellon University   2008 — 2012
B.S., Decision Science, Chinese Studies

Brunswick School   2000 — 2008
High School

Robert Hillman, CFA Robert Hillman, CFA Charlotte, North Carolina Area Details
Robert Hillman, CFA's E*TRADE Financial Experience October 2007 - July 2008
Job Problem Solver
Industry Investment Management
Experience
RLH Consulting LLC   August 2008 - Present
Centralina Economic Development Commission   2012 - 2015
Consolidated Planning, Inc.   May 2012 - April 2013
Morgan Stanley Smith Barney  March 2011 - February 2012
Etrade Financial  October 2007 - July 2008
Banc of America Securities  August 1997 - March 2007
Barclays  1992 - 1997
Optron Systems   1987 - 1991
AT&T Bell Labs  June 1986 - August 1986
Teradyne  November 1983 - September 1985

Skills
Structured Finance, Valuation, Leadership Development, Asset Allocation, CDS, Fixed Income, Hedge Funds, Capital Markets, Structured Products, Bonds, Investment Banking, Investment Management, Alternative Investments, Portfolio Management, Equities, Financial Structuring, Asset Management, Corporate Finance, Investments, Options, Trading, Retirement Planning, Finance, Series 7, Derivatives, Bloomberg, Venture Capital, Business Planning, Financial Markets, Strategic Financial..., Strategy, Series 63, Investment Strategies, Mutual Funds, Wealth Management, Investment Advisory, Private Equity, Financial Analysis, Financial Advisory, Securities, Emerging Markets, Leveraged Finance, Start-ups, Financial Services, Financial Modeling, Entrepreneurship, Equity Research, Funding, Financial Planning

Education
New York University - Stern School of Business   1991 — 1993
MBA, Finance and International Business

Massachusetts Institute of Technology   1980 — 1987
BS, Electrical Engineering

Stuyvesant High School   1977 — 1980
Diploma, College Preparatory

Jackie Robinson Intermediate School 320   1974 — 1977
K - 12

Emma Johnson Public School 241   1968 — 1974
K - 12

Central Piedmont Community College
Business Administration and Management, General

New York Institute of Finance
CFA Preparation

Northeastern University
Financial Management

Kulvinder Rai, CFP® Kulvinder Rai, CFP® Roseville, California Details
Kulvinder Rai, CFP®'s E*TRADE Financial Experience August 1997 - April 2005
Job Financial Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial  April 2012 - Present
Charles Schwab  August 2007 - April 2012
Fidelity Investments  April 2005 - June 2007
E*TRADE Financial   August 1997 - April 2005

Skills
Portfolio Review, Mutual Funds, Retirement Accounts, Insurance, Retirement Planning, Stocks, Bonds, Variable Annuities, Fixed Annuities, Investment Advisory..., Licensed Life Insurance..., Certified Financial...

Education
California State University-Sacramento   1990 — 1994
Bachelor of Business Administration (BBA), Business Administration and Management, General

Belinda Montgomery CPA, MST Belinda Montgomery CPA, MST Sacramento, California Area Details
Belinda Montgomery CPA, MST's E*TRADE Financial Experience September 1999 - February 2006
Job Owner, Montgomery CPA Services
Industry Accounting
Experience
Montgomery CPA Services   February 2008 - Present
Moss Adams LLP  January 2008 - February 2010
Burnett + Company LLP   2006 - 2007
Ernst & Young  March 2006 - November 2006
E*TRADE Financial   September 1999 - February 2006
The Money Store  September 1994 - September 1999
KPMG  May 1992 - August 1994

Skills
Tax Accounting, High Net Worth..., Federal Tax, Tax Compliance, Corporate Tax, Tax, Income Tax, Accounting, Tax Returns, International Tax, Tax Audits, FAS109, Banking, Big 4, Tax Research, Tax Preparation, Partnership Taxation, Sales Tax, Quickbooks, Audit, Mergers, IRS, Tax Law, Due Diligence, Individual Taxation, S Corporations, LLC, Property Tax, Auditing, Tax Advisory, Financial Statements, Financial Planners, US GAAP, Mergers & Acquisitions, Estate Tax Planning

Education
Golden Gate University   1998 — 2003
Master of Science, Taxation

California State University-Sacramento   1986 — 1989
Bachelor of Science, Accountancy

Patrick Ng Patrick Ng Greater New York City Area Details
Patrick Ng's E*TRADE Financial Experience November 2013 - March 2015
Job Software Engineer at SportsRecruits
Industry Internet
Experience
Learn To Be Foundation  April 2015 - Present
SportsRecruits   March 2015 - Present
E*TRADE Financial   November 2013 - March 2015
Green Light Go, Inc   September 2013 - March 2015
ExpandTheRoom   August 2013 - November 2013
Tealeaf Academy   February 2013 - November 2013
pixel8.me   October 2012 - November 2013
ExpandTheRoom   December 2012 - February 2013
WONDER visualizing brands  March 2012 - September 2012
Educational Networks, Inc.   January 2006 - February 2012

Skills
CSS, jQuery, HTML 5, User Experience, Web Development, Ruby on Rails, JavaScript, Photoshop, CSS3, Python, Web Design, Mobile Applications, Git, MVC, Django, SEO, JSON, CMS, Node.js, Color Theory, MySQL, Web Standards, Accessibility, Illustrator, InDesign, Typography, AJAX, Responsive Web Design, Graceful Degradation, Cross-browser..., Grid Theory, HTML5 Canvas, AngularJS, Test Driven Development, Ember.js, REST, APIs, React, Flux

Education
Tealeaf Academy   2012 — 2013
Online Bootcamp

City University of New York-Brooklyn College   2006 — 2010
Bachelor of Science (BS), Business, Finance, and Management

Jonathan Amable Jonathan Amable Greater New York City Area Details
Jonathan Amable's E*TRADE Financial Experience November 2010 - March 2013
Job Treasury Analyst at Sony Corporation of America
Industry Accounting
Experience
Sony Corporation of America  February 2014 - Present
The Culinary Institute of America  August 2013 - November 2013
E*TRADE Financial   November 2010 - March 2013
JP Morgan Chase  July 2009 - October 2010

Skills
Accounting, Finance, Financial Services, Banking, Financial Operations, Internal Controls, Financial Statements, Auditing, Account Reconciliation, Microsoft Excel, Microsoft Office, QuickBooks, Access, Microsoft Word, Financial Analysis

Education
Southern Connecticut State University   2005 — 2008
Bachelor of Science, Accounting

Central Connecticut State University   2004 — 2005

Jennifer 'JennA' (Austin) Cutler Jennifer 'JennA' (Austin) Cutler Orange County, California Area Details
Jennifer 'JennA' (Austin) Cutler's E*TRADE Financial Experience May 2003 - August 2003
Job Funding Manager at Power Choice Mortgage
Industry Real Estate
Experience
Power Choice Mortgage Advisors   June 2014 - Present
Network Capital Funding Corporation  August 2012 - June 2014
loanDepot.com, LLC   April 2011 - August 2012
loanDepot  March 2010 - August 2011
First Financial Bank  2011 - 2011
Home Loan Center  September 2003 - March 2010
LendingTree  September 2003 - March 2010
Home Loan Center  January 2005 - August 2006
Home Loan Center  September 2003 - January 2005
Etrade Financial  May 2003 - August 2003

Skills
Mortgage Lending, Loans, Credit, Mortgage Banking, FHA, Residential Mortgages, Refinance, Underwriting, Loan Origination, Real Estate, Banking, USDA, Investment Properties, Finance, First Time Home Buyers, FHA financing, Customer Service, Sales, Licensing, Leadership, VA loans, Investments, Management, Training

Education
Chapman University   1998 — 2001
BS, Business

Chapman University, The George L. Argyros School of Business and Economics   1998 — 2001
BS, Business

Lisa J. Page, PMP Lisa J. Page, PMP Raleigh-Durham, North Carolina Area Details
Lisa J. Page, PMP's E*TRADE Financial Experience May 2010 - December 2010
Job Director Change Management at OTS, Inc.
Industry Computer Software
Experience
Omega Training Solutions   September 2009 - Present
OTS, LLC   October 2006 - Present
University of South Carolina  April 2014 - August 2014
Omega Training Solutions   August 2013 - August 2014
Omega Training Solutions   April 2013 - February 2014
Republic Services Inc  March 2010 - August 2013
Wake Forest Baptist Health  October 2011 - March 2013
Lowe's Home Improvement  October 2010 - December 2011
Sherwin Williams  January 2011 - June 2011
E*TRADE Financial   May 2010 - December 2010

Skills
Instructional Design, Change Management, ERP, Process Improvement, E-Learning, Training, Software Documentation, Project Management, Training Delivery, Technical Writing, UPK, Oracle HR, Management, PeopleSoft, Business Process, Captivate, Business Analysis, Business Process..., Visio, Employee Training, SDLC, SharePoint, Enterprise Software, Learning Management..., Personnel Management, Instructor-led Training, Needs Analysis, Learning Management, Leadership Development, Consulting, Blended Learning, Leadership, Oracle, Software Implementation, Program Management, ADDIE, SnagIt, Hands-on Training

Education
Cheyney University of Pennsylvania   1982 — 1986

Bryan Betita Bryan Betita Portland, Oregon Area Details
Bryan Betita's E*TRADE Financial Experience January 2013 - Present
Job Financial Consultant at E*TRADE Financial
Industry Investment Management
Experience
E*TRADE Financial   January 2013 - Present
Merrill Lynch  August 2011 - December 2012
Phillips and Company   January 2009 - May 2011
Napa Wine Company  March 2004 - August 2008

Skills
Asset Allocation, Portfolio Management, Marketing, Compassion, Listening, Understanding, Portfolio Analysis, Wine Knowledge

Education
University of Hawaii at Manoa   2000 — 2003
Liberal Arts, Political Science

City College of San Francisco

John Senter John Senter Greater Atlanta Area Details
John Senter's E*TRADE Financial Experience October 2010 - Present
Job Sr Manager, Enterprise Engineering at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation  April 2015 - Present
E*TRADE Financial   October 2010 - Present
E*TRADE Financial   April 2010 - October 2010
E*TRADE Financial   November 2005 - April 2010
St Jude Children's Research Hospital  January 1997 - November 2005
St Jude Children's Research Hospital  May 1995 - January 1997
St Jude Children's Research Hospital  May 1992 - May 1995
St Jude Children's Research Hospital  October 1990 - May 1992
St Jude Children's Research Hospital  March 1989 - October 1990
Ticket Hub, Inc   October 1988 - March 1989

Skills
Active Directory, Server Architecture, Blackberry, Windows, Windows Server, Windows Server 2003, Blackberry Enterprise..., DNS, Windows Server 2008, System Administration, Messaging, Microsoft Exchange, Troubleshooting, Cluster, Dell PowerEdge Servers, Data Center, Databases, SAN, HP, Servers, Integration, Technical Support, WAN, Infrastructure, Microsoft SQL Server, Vendor Management, Disaster Recovery, SharePoint, Hardware, Network Administration, Networking, System Deployment

Education
Memphis Police Academy

Christian Brothers University   1986 — 1990
Bachelor's degree

Ridgeway High School   1980 — 1986

Denny Kupferman Denny Kupferman Greater New York City Area Details
Denny Kupferman's E*TRADE Financial Experience 2005 - 2008
Job Home Lending Sales Manager at Citi
Industry Banking
Experience
Citi  January 2013 - Present
Citizens Bank  December 2009 - February 2013
Emigrant Bank  March 2008 - December 2009
Etrade Financial  2005 - 2008
Vertice  2006 - 2007
Dime Saving Bank   1995 - 2005
Wamu  2001 - 2002

Skills
Sales Management, Customer Service, Team Leadership, Mortgage Lending, Loan Origination, FHA, Credit, Underwriting, VA loans, Risk Management, First Time Home Buyers, Strategic Planning, Team Building, Banking, Loans, Real Estate, Mortgage Banking, Residential Mortgages, Customer Retention, USDA, Refinance, Credit Analysis, Territory Development, Cross Selling, Wholesale, Sales Presentations, Commercial Lending, Commercial Mortgages, Mortgage Underwriting, Loss Mitigation, Reverse Mortgages, Loan Servicing

Education
City University of New York City College   1976 — 1980

City University of New York City College

Rudy Aguillio Rudy Aguillio Sacramento, California Area Details
Rudy Aguillio's E*TRADE Financial Experience February 1996 - March 1998
Job Business Systems AnalystI help organizations define requirements, understand challenges and ensure expectations are met
Industry Insurance
Experience
Blue Shield of California  October 2009 - Present
NCOA, GSSA, SMOA   2000 - Present
Health Net  April 1998 - June 2009
Health Net  April 1998 - December 2003
Etrade Financial  February 1996 - March 1998
MCI Telecommunications, Inc  January 1995 - January 1996
Pacific Bell  November 1992 - January 1995

Skills
Visio, Business Analysis, Program Management, Business Process, Cross-functional Team..., Management, Access, Software Documentation, SDLC, Insurance, Analysis, Business Intelligence, Requirements Gathering, Business Requirements, Process Improvement, Databases, Systems Analysis, Project Management, Testing, Project Planning, Quality Assurance, User Acceptance Testing, Vendor Management, Training, Requirements Analysis, Troubleshooting, Business Process..., Team Building, Data Analysis, Budgets, Microsoft SQL Server

Education
California State University-Sacramento   1991 — 2000
Business Admin

American River College   1989 — 1991
AA, Business Admin

Daniel Howe Daniel Howe Greater Chicago Area Details
Daniel Howe's E*TRADE Financial Experience November 2002 - February 2009
Job
Industry Consumer Services
Experience
Tru Fragrance & Beauty   December 2009 - Present
E*Trade Financial   November 2002 - February 2009
DTCC  April 1997 - November 2002
Chicago Stock Exchange  March 1995 - April 1997
Midwest Securities Trust & Clearing Corp.   1984 - February 1995

Skills
Strategic Planning, Risk Management, Sales Management, Leadership, Mergers & Acquisitions, Program Management, Management, Business Strategy, Process Improvement, Sales, Project Management

Education
Central Michigan University   1982 — 1984
MBA, Finance

Central Michigan University   1977 — 1981
BS in BA, Marketing/Economics

Ruben Marshall Ruben Marshall Greater New York City Area Details
Ruben Marshall's E*TRADE Financial Experience August 2008 - August 2014
Job Private Client Advisor, JPMorgan Chase Bank,N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A   August 2014 - Present
E*TRADE Financial   August 2008 - August 2014
TD Ameritrade  January 1994 - 2006

Education
Brooklyn College

Park University
Bachelor of Science (BS), Business Management/ Marketing

Desi Codinera Desi Codinera Toronto, Canada Area Details
Desi Codinera's E*TRADE Financial Experience November 2000 - March 2005
Job Financial Services Professional | Cash Management, Operations, Client Services
Industry Financial Services
Experience
Tangerine  October 2014 - Present
Toastmasters International  July 2014 - June 2015
OANDA Corporation  March 2006 - September 2011
OANDA  April 2005 - March 2006
E*TRADE Financial   November 2000 - March 2005
Direct Energy  October 1999 - October 2000
Dollar Financial Group  April 1998 - June 1999

Skills
Analysis, Cash Management, FX Options, FX trading, Options, Derivatives, Electronic Trading, Trading, Equities, Account Management, Customer Service, CRM, Process Improvement, Employee Training, AML, Business Strategy, Trading Strategies, Customer Retention, Research, Anti Money Laundering, KYC, Currency, Foreign Exchange, Global Cash Management, Compliance, Asset Management, Equity Trading, Management

Education
Centennial College   1998 — 2001
Ontario College Advanced Diploma, Business Administration

Matt Honeycutt Matt Honeycutt Sacramento, California Area Details
Matt Honeycutt's E*TRADE Financial Experience March 1999 - March 2004
Job Owner HCutt, LLC
Industry Computer Software
Experience
HCutt, LLC   February 2014 - Present
Flagship  February 2013 - February 2014
Limelight Networks  February 2013 - February 2014
Inspironix, Inc.   September 2007 - February 2013
E*TRADE Financial   March 1999 - March 2004
Play, Incorporated   March 1998 - March 1999

Skills
Web Development, Web Applications, Project Management, Business Development, Entrepreneurship, JavaScript, Databases, Management, Financial Analysis, Software Project..., Business Analysis, .NET, Cloud Computing, Process Improvement, CRM, jQuery, jQuery Mobile, Table Tennis, Cornhole, Microsoft SQL Server, T-SQL, Stored Procedures, ASP.NET, AJAX, IIS, VB.NET, XML, SQL, C#, Visual Studio, Database Design, HTML, Integration, CSS

Education
California State University-Sacramento   2004 — 2007
B.S., Business Administration - Concentration in MIS

Dean Carboni Dean Carboni Sacramento, California Area Details
Dean Carboni's E*TRADE Financial Experience 1998 - 2004
Job Business Development Manager at Modis
Industry Staffing and Recruiting
Experience
Modis  August 2013 - Present
AgreeYa Solutions  October 2008 - August 2013
G-Tech Professional Staffing  December 2007 - October 2008
CFM Equipment Distributors   October 2006 - December 2007
E*TRADE Financial   1998 - 2004
Franklin Templeton Group  1992 - 1998

Skills
Technical Recruiting, Recruiting, Applicant Tracking..., Talent Acquisition, Vendor Management, Sourcing, Internet Recruiting, Contract Recruitment, Screening, Benefits Negotiation, Account Management, Cold Calling, Employee Relations, College Recruiting, Staffing Services, Consulting, Temporary Staffing, Networking, Business Development, Temporary Placement, AML, Sales, Executive Search, Staff Augmentation, Outsourcing, Interviews, Onboarding, CRM, PeopleSoft, Personnel Management, Financial Services, Screening Resumes, Background Checks, Management, Talent Management, Team Management, SDLC, Employee Engagement, Human Resources, KYC, Strategy, IT Recruitment, Information Technology, Employee Benefits, Sales Management, HRIS, Permanent Placement, Team Building

Education
Cañada College   1988 — 1990
aa, General

Kyle Schmidt Kyle Schmidt Sacramento, California Details
Kyle Schmidt's E*TRADE Financial Experience October 1999 - December 2001
Job Director of Marketing and Product at BluePipes, Inc
Industry Internet
Experience
BluePipes, Inc   July 2012 - Present
Valley Healthcare Systems  September 2007 - June 2012
Valley Healthcare Systems  February 2007 - August 2007
California State University, Sacramento  September 2005 - December 2006
Shield Financial Solutions   May 2003 - December 2006
Nova Group Japan  March 2002 - March 2003
E*TRADE Financial   October 1999 - December 2001
E*TRADE Financial   July 1999 - September 1999
E*TRADE Financial   January 1999 - June 1999
E*TRADE Financial   March 1998 - December 1998

Skills
Recruiting, Healthcare, Applicant Tracking..., Sales, Interviews, Staffing Services, Talent Acquisition, Resume Writing, HTML5, CSS, Bootstrap, WordPress, Content Marketing, Social Media Marketing, Toon Boom, Employee Relations, Nursing, Onboarding, Sourcing, Public Speaking, Contract Recruitment, Hospitals, Temporary Placement, Travel Nursing, Sales Management, Training, Financial Services, Team Building, Leadership, Web Content Management, Marketing Strategy, Marketing, Computer Technology

Education
California State University-Sacramento
Master of Arts, Political Science and Government

California State University-Sacramento
Bachelor of Science, Business Administration Concentrations: Finance and Risk Management

Elaine Barakos Elaine Barakos San Francisco Bay Area Details
Elaine Barakos's E*TRADE Financial Experience April 2005 - December 2007
Job Director Mortgage Operations at Sindeo
Industry Financial Services
Experience
Sindeo  July 2015 - Present
FirstREX  January 2011 - July 2015
eb Consulting   January 2008 - July 2015
E*TRADE Financial   April 2005 - December 2007
RBC Royal Bank  2001 - 2004
IMX  2000 - 2001
PMI Mortgage Insurance Co.  1998 - 1999
E-Loan Inc.  1997 - 1998
Western Sunrise Mortgage  1995 - 1997
Margaretten & Company   1990 - 1994

Skills
Underwriting, Analysis, Mortgage Lending, Credit, Leadership, Management, Loans, Mergers & Acquisitions, Due Diligence, New Business Development, Refinance, Portfolio Management

Education
Chabot College

Andra Consulo Andra Consulo Sacramento, California Area Details
Andra Consulo's E*TRADE Financial Experience 1998 - 2003
Job Western Regional Consultant & Channel Manager, Profit Strategies, Inc.
Industry Business Supplies and Equipment
Experience
Profit Strategies, Inc.   July 2011 - April 2015
Ferguson Enterprises  July 2003 - July 2011
E*TRADE Financial   1998 - 2003

Skills
Sales Management, HVAC, Business Development, Heating, Team Building, Coaching, Sales, Management, Account Management, Budgets, Plumbing, Air Conditioning, Sales Operations, Operations Management, Pricing, New Business Development, Small Business, Contractors, Contract Negotiation, Direct Sales, Sales Process, Selling

Education
California State University-Sacramento   1995 — 1999
BA, Communications, Public Relations

Steve Goodrich Steve Goodrich United States Details
Steve Goodrich's E*TRADE Financial Experience October 2008 - April 2009
Job Vice President
Industry Financial Services
Experience
JPMorgan Chase  April 2012 - Present
SIFMA - Corporate Actions Section   January 2013 - February 2015
SIFMA - Customer Account Transfer Division   April 2010 - April 2012
TD Ameritrade  March 2011 - December 2011
TD Ameritrade  May 2009 - March 2011
ETRADE Financial  October 2008 - April 2009
E*TRADE FINANCIAL   1999 - 2008
Franklin Templeton Group  1998 - 1999
Wells Fargo  1996 - 1998
Bank of America  1993 - 1996

Skills
Project Management, Process Reengineering, Site Start-ups, Operations Management, Management Consulting, Conversions, Change Leadership, Strategic Leadership, Leadership Development, Cross-functional Team..., Team Leadership, Lean Initiatives, Launch Of New Products, Cashiering, Retirement Services, Account Reconciliation, Business Relationship..., Brokerage, Banking, Client Engagement, Series 6, Series 7, Series 63, Series 24, Series 4, BETA, ADP- BPS, ADP- Broadridge, Offshoring, Outsourcing, Clearing, Strategy, Securities, FINRA, Mutual Funds, Retirement, Management, Risk Management, Financial Markets, Change Management, Business Process..., Leadership, Equities, Data Conversion, Back Office, Financial Services

Education
The University of Dallas   2010 — 2013
MBA, 3.9 GPA

California State University-Sacramento   1995 — 2002
BS, Criminal Justice

Lara Glazar Lara Glazar Dallas/Fort Worth Area Details
Lara Glazar's E*TRADE Financial Experience 1998 - July 2002
Job HR/Office Manager, US Division at Infratects
Industry Computer Software
Experience
Infratects   March 2014 - Present
FlameBridge Consulting   November 2010 - March 2014
Accenture  February 2004 - January 2009
Underwriters Laboratories  August 2002 - December 2003
E*TRADE Financial   1998 - July 2002

Skills
HRIS, Oracle E-Business Suite, Project Management, Business Process, PeopleSoft, Hyperion Enterprise, Oracle HR, Human Resources, Microsoft Office, Business Analysis, Hyperion Planning

Education
California State University-Sacramento   1994 — 1998
BS: Business Administration, Human Resources & International Business

Pepperdine University   1993 — 1994

Chantelle Mitchell Chantelle Mitchell Washington D.C. Metro Area Details
Chantelle Mitchell's E*TRADE Financial Experience November 2007 - June 2010
Job Experienced Fraud/AML/Compliance Analyst at N/A
Industry Banking
Experience
N/A  Staff Development TrainerSparks Personnel/BFSFCUNovember 2010 - March 2011
E*TRADE Financial   November 2007 - June 2010

Education
Capital University
Psychology

Cleveland State University
Psychology

Sylvia Costello Sylvia Costello San Francisco Bay Area Details
Sylvia Costello's E*TRADE Financial Experience October 2004 - April 2005
Job QA Manager at Workday
Industry Computer Software
Experience
Workday  December 2013 - Present
Workday  May 2013 - Present
Workday  March 2012 - Present
Business Wire  May 2011 - April 2012
Intertek Testing Services  April 2010 - April 2011
E*TRADE Financial   October 2004 - April 2005
CCH, Incorporated  October 2002 - September 2003
E*TRADE Financial   April 1998 - February 2000
E*TRADE Financial   April 1996 - April 1998
BRODERBUND SOFTWARE  May 1995 - April 1996

Skills
Quality Assurance, Software Documentation, Agile Methodologies, Testing, Test Cases, Performance Testing, Project Management, Troubleshooting, Test Management, JIRA, Black Box Testing, Manual Testing, Test Planning, Windows, Integration, System Testing, Software Quality..., User Acceptance Testing, Android, Regression Testing, Scrum, Test Automation, XML, Oracle, SDLC, Bugzilla

Education
California State University-Sacramento   1991 — 1993
B.S., Electrical and Electronic Engineering

Bill Tsevdos Bill Tsevdos Greater New York City Area Details
Bill Tsevdos's E*TRADE Financial Experience June 2004 - December 2008
Job Senior Stockbroker
Industry Financial Services
Experience
SCOTTRADE, INC  March 2009 - January 2013
E*TRADE Financial   June 2004 - December 2008
TD Waterhouse  February 2002 - February 2004
TD Waterhouse  August 1999 - February 2002
TD Waterhouse  September 1999 - November 2000
TD Waterhouse  March 1999 - August 1999

Skills
Trading, Options, Financial Services, Series 7, Portfolio Management, New Business Development, Sales, Relationship Management, Management, Investments, CRM, Securities, Equities, Series 63, Finance, Wealth Management, Business Development

Education
Brooklyn College   1990 — 1991
Completed credits towards Master of Science, Finance and Financial Management Services

NEW YORK UNIVERSITY   1985 — 1989
BA, Communication, Journalism, and Related Programs, Journalism

Midwood High School   1981 — 1985
High School Diploma, Medicine

Barbara Simon Barbara Simon Greater New York City Area Details
Barbara Simon's E*TRADE Financial Experience September 2011 - November 2013
Job Product Manager at EDGAR Online, a division of R.R. Donnelley & Sons Company
Industry Financial Services
Experience
EDGAR Online, a division of R.R. Donnelley & Sons Company   August 2014 - Present
E*TRADE Financial   September 2011 - November 2013
CashEdge  November 2010 - September 2011
The Depository Trust & Clearing Corporation (DTCC, Formerly NSCC)   1996 - 2009
DTCC (The Depository Trust and Clearing Corporation )   1996 - 2003
Smith Barney  1987 - 1996

Skills
Product Management, Cross-functional Team..., Business Analysis, Business Intelligence, Project Management, Business Strategy, Financial Services, Management, Mutual Funds, Project Portfolio..., Analysis, Budgets, Project Planning, Wealth Management, Vendor Management, Requirements Gathering, Marketing, Software Documentation, SDLC, Risk Management, Business Process..., Leadership, Relationship Management, Program Management, Strategy

Education
Pace University - Lubin School of Business   1986 — 1989
Master of Business Administration (MBA), Management Information Systems and Services

City University of New York-Brooklyn College   1980 — 1983
Bachelor of Applied Science (BASc), Computer and Information Sciences and Support Services

Edward Snow Edward Snow Greater New York City Area Details
Edward Snow's E*TRADE Financial Experience March 2006 - September 2014
Job Branch Supervision Administrator, Regulatory and Supervisory Oversight ~ NYC Regional Complex
Industry Financial Services
Experience
TIAA-CREF  September 2014 - Present
E*TRADE Financial   March 2006 - September 2014
E*TRADE Financial   June 2011 - April 2013
E*TRADE Financial   July 2007 - June 2011
E*TRADE Financial   March 2006 - July 2007
TD Ameritrade  March 2005 - March 2006
TD Ameritrade  June 2003 - March 2005
Legend Securities Inc.  September 2001 - June 2003
Retail Brokerage   June 1996 - September 2001

Skills
Securities, Mutual Funds, Back Office, Series 24, Financial Services, Series 7, Equities, Risk Management, Trading, FINRA, Settlement, Financial Risk, Series 63, Middle Office, Investments, Fixed Income, Options, Microsoft Excel, Clearing, Relationship Management, Portfolio Management, Operational Risk, DTC, Corporate Actions, Process Improvement, Microsoft Word, Microsoft Office, SEC filings, Bloomberg Terminal, Stock Control, AML, Wealth Management, Account Reconciliation, Bloomberg, KYC, Capital Markets, Bonds, Investment Advisory, Asset Allocation, Alternative Investments, ETFs, Retirement Planning, Cash Management

Education
City University of New York-College of Staten Island
Business/Commerce, General

Alec Zhixiao Lin Alec Zhixiao Lin Baltimore, Maryland Area Details
Alec Zhixiao Lin's E*TRADE Financial Experience January 2002 - June 2007
Job VP of Modeling, Risk Analytics at Loan Depot
Industry Financial Services
Experience
Loan Depot  June 2015 - Present
PayPal Credit  August 2012 - Present
IXI Corporation, an Equifax company   June 2007 - August 2012
E*TRADE Financial   January 2002 - June 2007
Capital One  April 1998 - August 2002
Allegheny General Hospital  November 1997 - April 1998

Skills
Data Mining, Economics, Public Speaking, Statistical Modeling, Predictive Analytics, SAS, Predictive Modeling, Statistics, Analytics, SPSS, Data Analysis, Time Series Analysis, Segmentation, Analysis, Database Marketing, Econometrics, Management, Quantitative Analytics, Research, SAS programming

Education
Carnegie Mellon University   1994 — 1997
MPh, Public Policy and Management

Northern Illinois University   1991 — 1994
M.A., Economics

Institute of International Relations (Beijing)   1986 — 1990
B.A., International Political Economy

Bill Cushard Bill Cushard San Francisco Bay Area Details
Bill Cushard's E*TRADE Financial Experience April 2006 - January 2008
Job Content Marketing with a Twist of Education
Industry Professional Training & Coaching
Experience
ServiceRocket  June 2015 - Present
billcushard.com   October 2010 - Present
ServiceRocket  July 2013 - June 2015
Allonhill  October 2011 - December 2012
Capella University  June 2011 - December 2011
Mt. Diablo ASTD   November 2010 - October 2011
The Knowland Group  January 2010 - August 2011
Time Warner Cable Business Class  May 2009 - January 2010
Accenture  January 2008 - February 2009
E*TRADE Financial   April 2006 - January 2008

Skills
Instructional Design, Employee Training, E-Learning, Leadership Development, Training, Learning Management..., Content Strategy, Content Marketing, Leadership, Performance Management, Content Writing, Customer Service, Blended Learning, Needs Analysis, Organizational Learning, Learning Management, Salesforce.com, CRM, Start-ups, Performance Improvement, Change Management, Customer Service..., Training Delivery, Performance Consulting, Call Center, Social Learning, ADDIE, Consulting, SaaS, Knowledge Management, Enterprise Social..., Onboarding, Enterprise Software, Mobile Learning, Customer Success, Social Enterprise, Enterprise 2.0, HubSpot, Atlassian JIRA

Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, International Business

Capella University
Master of Science in Education, Training and Performance Improvement

University of Denver
BSBA, International Business

William Archer William Archer Sacramento, California Area Details
William Archer's E*TRADE Financial Experience November 1996 - March 2006
Job Consultant at Doyle Carden Group
Industry Banking
Experience
Doyle Carden Group   June 2015 - Present
Doyle Carden Group   September 2012 - January 2014
Navigant Consulting Inc  June 2013 - August 2013
Mark Shaw & Associates   February 2011 - January 2013
M2 Consulting  June 2010 - December 2010
AgreeYa Solutions  January 2010 - April 2010
Kelly Financial Resources  June 2009 - October 2009
AgreeYa Solutions  June 2008 - September 2008
M Squared Consulting  September 2007 - January 2008
Etrade Financial  November 1996 - March 2006

Skills
KYC, Securities, Bank Secrecy Act, AML, USA PATRIOT Act, Risk Management..., Due Diligence, Financial Services, Risk Assessment, Operational Risk..., Financial Risk, Hedge Funds, Operational Risk, Retail Banking, Fraud, OFAC, Banking, Trading, Investigation, Options, Risk Management, FINRA, Anti Money Laundering, Mutual Funds, Enterprise Risk..., Back Office, Financial Institutions, Private Banking

Education
California State University-Sacramento   1986 — 1992
BA, History & English Literature

Shauna Correia Shauna Correia Sacramento, California Area Details
Shauna Correia's E*TRADE Financial Experience January 1998 - March 2001
Job Of Counsel at Weintraub Tobin
Industry Law Practice
Experience
Weintraub Tobin  July 2012 - Present
Locke Lord LLP  March 2011 - July 2012
Bullivant Houser Bailey  October 2004 - February 2011
E*TRADE Financial   January 1998 - March 2001

Skills
Commercial Litigation, Litigation, Arbitration, Mediation, Product Liability, Contract Negotiation, Copyright Infringement, Civil Litigation, Trade Secrets, Employment Law, Dispute Resolution, Trials, Appeals, Legal Writing

Education
University of California, Hastings College of the Law   2001 — 2004
JD, Civil Litigation

California State University-Sacramento   1998 — 2000
Bachelor of Arts, cum laude, Liberal Studies

Santa Rosa Junior College   1996 — 1998
AA, Liberal Arts and Sciences/Liberal Studies

Patric Carpenter, MBA Patric Carpenter, MBA Sacramento, California Area Details
Patric Carpenter, MBA's E*TRADE Financial Experience October 2002 - August 2004
Job
Industry Financial Services
Experience
Tri-Point   May 2007 - Present
Sacramento Rugby Football Club   September 2011 - July 2012
AMC Mortgage Services  December 2006 - May 2007
AMC Mortgage Services  April 2005 - December 2006
E*TRADE Financial   October 2002 - August 2004
E*TRADE Financial   June 2000 - October 2002
E*TRADE Financial   April 1999 - June 2000

Skills
Leadership, Risk Management, Management, Business Development, Project Management, Marketing, Sales, Financial Services, Policy, Nonprofits, Mortgage Lending, Real Estate, Product Development, Financial Analysis, Research, Series 63, Strategic Planning, Series 7, Analysis, Mentoring, Securities, Management Consulting, Bonds

Education
Drexel University - LeBow College of Business   2009 — 2010
MBA, Business Administration

California State University-Sacramento   1996 — 2004
MS, Criminal Justice

California State University-Sacramento   1993 — 1996
BS, Criminal Justice

California State University-San Bernardino   1991 — 1993
N/A, General Education

Marcus Kazmierczak Marcus Kazmierczak San Francisco Bay Area Details
Marcus Kazmierczak's E*TRADE Financial Experience June 1998 - May 2005
Job Data Wrangler at Automattic
Industry Internet
Experience
Automattic  November 2012 - Present
BabyCenter  August 2007 - November 2012
Maya's Mom, Inc.   March 2006 - August 2007
CNET Networks  June 2005 - December 2005
E*TRADE Financial   June 1998 - May 2005

Skills
Front-end, Software Engineering, Team Leadership, APIs, Scalability, Scrum, Agile Project Management, Product Management, Agile Methodologies, System Architecture, Web Applications, Software Development, Linux, REST, Web Services, JavaScript, Open Source, MySQL, Subversion, PHP, Start-ups, Python

Education
California State University, Sacramento
B.A.

Greg Finn Greg Finn Sacramento, California Area Details
Greg Finn's E*TRADE Financial Experience September 1999 - September 2001
Job Business Process Improvement Manager at Golden 1 Credit Union
Industry Banking
Experience
Golden 1 Credit Union  September 2015 - Present
Bank of America  April 2012 - September 2015
Bank of America  September 2010 - April 2012
Bank of America  July 2009 - September 2010
Bank of America  December 2008 - July 2009
Bank of America  September 2001 - December 2008
Etrade Financial  September 1999 - September 2001

Skills
Risk Management, Leadership, Credit, Management, Banking, Loans, Microsoft Excel, Financial Analysis, Process Improvement, Mortgage Lending, Data Analysis, Underwriting, Financial Risk, Finance, Valuation, Project Management, Business Decision Making, Reporting & Analysis, Communication

Education
California State University-Sacramento   2006 — 2007
Masters

University of California, Davis   1995 — 1999
B.S.

Serge Louis Serge Louis Greater Atlanta Area Details
Serge Louis's E*TRADE Financial Experience December 2012 - March 2015
Job Information Security AnalystGRC (Governance, Risk and Compliance) at Children's Healthcare of Atlanta
Industry Information Technology and Services
Experience
Children's Healthcare of Atlanta  March 2015 - Present
E*TRADE Financial   December 2012 - March 2015
E*TRADE Financial Inc.   April 2007 - December 2012
Mobius Management Systems -Now ASG Software Solutions   June 2001 - June 2007
Gartner Group  June 2000 - June 2001
Pitney Bowes  May 1998 - August 2000

Skills
COBIT FRAMEWORK, Unix Security Baseline, VMware Security Baseline, Risk Assessment, Agiliance -Security..., Security Assurance, System Administration, Code scanning, WhiteHat Security, VMware, Project Management, Enterprise Software, EHR -Implementation..., Information Technology, Linux, SDLC, Rapid7- Vulnerability..., Networking, Technical Support, Business Continuity, Data Center Experience, Medical Terminology, Microsoft SQL Server, IT Operations, EMR Training, Quality Assurance, Software Implementation, Account Management, Linux System..., Systems monitoring, WebSphere Application..., SunOS, Windows, Fraud Operations, Weblogic Administration, EHR Implementation..., Load Balancing, Vista -Clinical Software, Solaris, Business Impact Analysis, Security, HIPAA, NIST/SOC1/SOC2, Help Desk Support, Apache Tomcat...

Education
Chattanooga State Community College   2011 — 2012
EHR Certificate -Implementation Manager & Support, Health Information Technology

Southern Connecticut State University   1996 — 2000
BS, Bachelor of Science, MIS-Management Information Systems

Christopher M Balz Christopher M Balz San Francisco Bay Area Details
Christopher M Balz's E*TRADE Financial Experience 2006 - November 2009
Job GBI Architect at Apple
Industry Computer Software
Experience
Apple  July 2013 - Present
Yahoo!  June 2011 - July 2013
Iron Mountain  November 2009 - June 2011
E*TRADE FINANCIAL   2006 - November 2009
Six Apart  2005 - 2006
eBay  2005 - 2005
TreeLogic Software Engineering   May 2002 - 2005
DigiGroups   2000 - 2001
Foothill College  1999 - 2000
Rural Areas   1990 - 1998

Skills
JavaScript, Web Applications, Software Engineering, Software Development, Mobile Devices, Agile Methodologies, AJAX, Subversion, Scrum, Architecture, jQuery, XML, Unix, CSS, User Experience, User Interface, Architectures, Selenium, Mobile Applications, YUI

Education
Carnegie Mellon University   2004 — 2005
MS, Software Engineering from the Computer Science Department

Foothill College   1999 — 2000
A.S., Internet Technology-Web Programming

Stanford University   1986 — 1990
BA, Honors Humanities: Modern Thought and Literature

Janet Panther Janet Panther Greater Atlanta Area Details
Janet Panther's E*TRADE Financial Experience November 2013 - Present
Job
Industry Information Technology and Services
Experience
E*TRADE Financial   November 2013 - Present
E*Trade Financial   June 2006 - Present
E*TRADE Financial   June 2006 - Present
E*TRADE Financial Corporation  June 2007 - May 2009
Saint Leo University  June 2005 - May 2006
Delta Air Lines  April 2000 - May 2006
Delta Air Lines  2000 - 2006
Army  April 1990 - March 2000
HHC, 732nd MI BN   1991 - 1997

Skills
Project Management, Unix, SDLC, Vendor Management, Management, Disaster Recovery, PMO, Visio, Enterprise Architecture, Program Management, PMP, Security, Business Analysis, Agile Methodologies, Requirements Gathering, Enterprise Software, Leadership, Networking, Software Documentation, Integration, Requirements Analysis, Solaris, Systems Analysis, Infrastructure, Information Technology, IT Strategy, IT Management, ITIL v3 Foundations..., ITIL Service Strategy

Education
Stop At Nothing   2015 — 2015
HILS 2 - Organizational Leadership (Scheduled for November 2015)

Stop At Nothing   2014 — 2014
HILS 1

Regis University   2002 — 2004
MSCIT

Saint Leo University   1993 — 2000
Bachelor’s Degree

Chaminade University of Honolulu   1994 — 1996
Associate’s Degree

Vibha Naran Vibha Naran Sacramento, California Area Details
Vibha Naran's E*TRADE Financial Experience August 1999 - May 2005
Job Senior Director, Business Development and Strategy at Blue Shield of California
Industry Hospital & Health Care
Experience
Blue Shield of California  February 2014 - Present
Blue Shield of California  January 2011 - Present
Blue Shield of California  April 2005 - January 2011
E*TRADE Financial   August 1999 - May 2005
Franklin Templeton Group  1995 - 1999

Skills
Strategic Planning, Change Management, Program Management, Strategic Partnerships, Accountable Care..., Project Portfolio..., Resource Management, PCMH Strategy, Process Improvement, Vendor Management, SDLC, Cross-functional Team..., Business Analysis, PMO, Business Process, Business Process..., Project Management, IT Strategy, Accountable Care, Healthcare, Leadership, Management, Strategy

Education
California State University-Sacramento
Bachelor's of Science, Business Administration, Finance

Carrie Mayse Carrie Mayse Orange County, California Area Details
Carrie Mayse's E*TRADE Financial Experience June 2002 - September 2004
Job Managing Partner at Ardent Financing Corp
Industry Financial Services
Experience
Ardent Financing Corp   June 2014 - Present
Balboa Capital  October 2013 - May 2014
National Funding  March 2011 - October 2013
ESDI, Inc/ Newport Office Center   April 2011 - September 2011
Indymac Bank  September 2005 - November 2007
E*TRADE Financial   June 2002 - September 2004
Nordstrom, Inc.   May 1994 - June 2002

Skills
Mortgage Banking, Mortgage Lending, Refinance, Account Management, Real Estate, FHA, Banking, Strategic Planning, Loans, Team Building, Finance, Salesforce.com, Negotiation, Sales, Marketing, Loan Origination, Training, CRM, Small Business, Customer Service, Leadership, Management, B2B, Financial Services, Cold Calling, Retail, Marketing Strategy, Funding, Customer Retention, Analysis, Business Development, Sales Management, Credit, Contract Negotiation, Investments, Entrepreneurship, Microsoft Office, Start-ups

Education
South Coast College   2005 — 2009

Chaffey College   1989 — 1992
General

St. John ('Sinjin') Maloney St. John ('Sinjin') Maloney Greater Seattle Area Details
St. John ('Sinjin') Maloney's E*TRADE Financial Experience January 2005 - June 2006
Job Director of Analytics at Wire Stone
Industry Marketing and Advertising
Experience
Wire Stone  June 2015 - Present
Atomic Alphabet LLC   May 2009 - June 2015
Cobalt Group: An ADP Dealer Services Company   August 2009 - December 2011
ZAAZ: A WPP/Possible Worldwide Company   June 2006 - April 2009
E*TRADE Financial   January 2005 - June 2006
Bay Dynamics  April 2002 - August 2004
Liberate Technologies  2000 - 2002
Timebooster--A Start-Up   2000 - 2000
Compuware  1998 - 2000
NASA Ames Research Center  May 1991 - February 1993

Skills
Web Analytics, Analytics, Usability Testing, Communications Audits, Strategy, Segmentation, Multi-channel Marketing, Omniture, WebTrends Analytics, SEO, User Experience, Google Analytics, E-commerce, SEM, Business Intelligence, Content Management, Usability, PPC, Online Marketing, Integrated Marketing, Digital Marketing, Data Analysis, Conversion Optimization

Education
Case Western Reserve University   1993 — 1995
Master of Arts, Medical Anthropology

San Jose State University   1988 — 1993
Master of Arts, Cognitive Experimental Psychology

San Jose State University   1984 — 1988
Bachelor of Psychology, Psychology

Joseph Mesich Joseph Mesich Sacramento, California Area Details
Joseph Mesich's E*TRADE Financial Experience August 2002 - June 2004
Job Investment Analyst / Overlay Manager II (Trading Division) at FolioDynamix/FDx Advisors
Industry Investment Management
Experience
FolioDynamix/FDx Advisors   July 2011 - Present
Brecek & Young Advisors   June 2004 - January 2010
E*Trade Financial   August 2002 - June 2004
Random House  January 2002 - May 2002

Skills
Series 7, Investments, Series 63, Uniform Combined State..., Asset Allocation, Equities, Securities, Alternative Investments, Mutual Funds, Fixed Income, Investment Advisory, Investment Management, Financial Services, Asset Management, Portfolio Management, Hedge Funds, Wealth Management, Valuation, Investment Strategies, Financial Advisory, Bonds, FINRA, Bloomberg, Equity Research

Education
Golden Gate University-San Francisco   2006 — 2010
MS, Finance

California State University-Sacramento   2000 — 2002
BA, Economics

Andrew Dumich, CPA Andrew Dumich, CPA Des Moines, Iowa Area Details
Andrew Dumich, CPA's E*TRADE Financial Experience 2004 - 2005
Job Senior Financial Analyst at Emerson
Industry Financial Services
Experience
Indiana University Kelley School of Business  August 2013 - May 2015
General Motors  May 2014 - August 2014
SmithAmundsen LLC  October 2009 - July 2013
Illinois Housing Development Authority  March 2009 - September 2009
Crowe Horwath LLP  January 2006 - February 2009
Etrade Financial  2004 - 2005

Education
Indiana University - Kelley School of Business   2013 — 2015
Master of Business Administration (MBA), Finance

Loyola University Chicago   2001 — 2005
BBA, Accounting, Finance

China Europe International Business School (CEIBS)

Rodney Barge Rodney Barge Charlotte, North Carolina Details
Rodney Barge's E*TRADE Financial Experience January 2005 - January 2007
Job Parttime Instructor at UNC Charlotte
Industry Higher Education
Experience
UNC Charlotte  October 2011 - Present
E*TRADE Financial   January 2005 - January 2007
Harrisdirect/DLJdirect   January 1999 - January 2005
US Military Intelligence   November 1982 - November 1986

Skills
Higher Education, Education, Korean, East Asia, Client Services, Retirement Services, Electronic Trading

Education
Duke University   2009 — 2011
MA, East Asian Studies

UNC Charlotte   2008 — 2009
BA, Political Science

Central Piedmont Community College   2007 — 2009
AA, General Studies

G. Scott Penfield, PMP, CSM G. Scott Penfield, PMP, CSM Sacramento, California Area Details
G. Scott Penfield, PMP, CSM's E*TRADE Financial Experience February 1998 - October 2003
Job POY Chairperson at PMI Sacramento Valley Chapter
Industry Information Technology and Services
Experience
Dignity Health  June 2015 - Present
GSP Consulting  April 2014 - June 2015
WCDS / CalWIN   June 2013 - April 2014
Kaiser Permanente  September 2010 - April 2011
Kaiser Permanente  March 2008 - June 2009
GSP Consulting  May 2007 - February 2008
Cheetah International, Inc.   May 2006 - May 2007
Real Support, LLC / GSP Consulting   November 2003 - April 2006
E*TRADE Financial   February 1998 - October 2003
Physical Therapy Board of California   September 1994 - February 1998

Skills
Data Center, Operations Management, PMP, Leadership, Business Process..., Product Management, Enterprise Software, Software Documentation, Project Management, Software Development, Management, Testing, Analysis, SDLC, Vendor Management, Program Management

Education
California State University-Sacramento   1993 — 1997
B.S. Computer Science

Sarina Le Sieur, PMP, RYT Sarina Le Sieur, PMP, RYT Sacramento, California Area Details
Sarina Le Sieur, PMP, RYT's E*TRADE Financial Experience 1998 - 2001
Job Strategy Implementation Manager
Industry Hospital & Health Care
Experience
Sutter Health  November 2012 - Present
Tribridge  April 2011 - September 2012
Eskel Porter Consulting  August 2010 - January 2011
Sutter Physician Services  June 2006 - September 2010
Blue Shield of California  June 2004 - June 2006
Vision Service Plan  January 2001 - January 2004
E*TRADE Financial   1998 - 2001

Skills
Microsoft CRM, PMP, Customer Relations, SharePoint, Business Analysis, CRM, Project Management, Microsoft Dynamics, Software Project..., Cloud Computing, Registered Yoga Teacher, Customer Service, Databases, Data Warehousing, Business Process, Microsoft SQL Server, Process Improvement, Training, SQL

Education
California State University-Sacramento   2000 — 2006
BA, Psychology

UC Davis   2005 — 2005
N/A, Business Analysis

Erik Gamlem Erik Gamlem Albuquerque, New Mexico Details
Erik Gamlem's E*TRADE Financial Experience July 2000 - October 2010
Job Note Taker/Reader at CNM Central New Mexico Community College
Industry Writing and Editing
Experience
CNM - Central New Mexico Community College  July 2013 - Present
Yellow Spot Media   May 2012 - Present
Tombstone Rock   May 2012 - Present
E*TRADE Financial   July 2000 - October 2010
Pop Matters   August 2000 - August 2002
Moto Photo  November 1997 - July 2000
Papa Johns  1998 - 1998

Skills
Research, Enforcement, Microsoft Excel, Fraud, AML, Editing, Analysis, Risk Management, Public Speaking, Financial Services, Technical Writing, Banking, Program Management, Securities, Management, Social Media Marketing, Social Media, Public Relations

Education
Central New Mexico Community College   2015 — 2016
Alternative Teacher Liscense, Secondary Education and Teaching, Post Graduate

George Mason University   1995 — 1999
BA, English

Tad Lutz, CFP® Tad Lutz, CFP® Greater Seattle Area Details
Tad Lutz, CFP®'s E*TRADE Financial Experience 2010 - 2012
Job VP, Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  January 2012 - Present
E*TRADE Financial   2010 - 2012
Ameriprise Financial  2007 - 2010

Skills
Financial Planning, Bonds, Stocks, Mutual Funds, Word, Excel, Asset Allocation, Asset Management, Account Management, Asset Managment, Strategic Financial..., Microsoft Excel

Education
Central Washington University   2003 — 2007
B.S., Political Science and Philosophy

Bainbridge High School

Janice Barrilleaux Janice Barrilleaux Sacramento, California Area Details
Janice Barrilleaux's E*TRADE Financial Experience 1996 - 2006
Job Vice President at State Street Corporation, PMP, Series 24, 7, 63
Industry Financial Services
Experience
Lightspeed Financial  July 2006 - May 2013
E*Trade Professional  2002 - 2006
E*Trade Financial   1996 - 2006
Franklin Templeton Investments  1992 - 1996

Skills
FINRA, Electronic Trading, Trading, Trading Systems, Mergers & Acquisitions, Securities, Financial Services, Options, Mergers, Equity Trading, Series 7, Project Management, Equities, Operations Management, Series 24, Series 63, Investments, Start-ups, Acquisition Integration, Financial Markets, Management, Fixed Income, Strategic Planning, Human Resources, Executive Management, Asset Managment, Market Data, Mutual Funds, Private Equity, Asset Management, Risk Management, Due Diligence, Business Strategy, ETFs, Middle Office, Hedge Funds, Proprietary Trading, Capital Markets, Back Office, Derivatives, Corporate Actions, Team Building, Talent Management, SEC

Education
California State University-Sacramento   1985 — 1991
MA, Communications

Rian Weber, CFA Rian Weber, CFA Sacramento, California Area Details
Rian Weber, CFA's E*TRADE Financial Experience June 2003 - October 2004
Job Senior Research Consultant at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments  March 2013 - Present
Wells Fargo Private Bank  March 2012 - March 2013
Principal Financial Group  June 2007 - March 2012
Franklin Templeton Investments  November 2006 - June 2007
Charles Schwab  February 2005 - October 2006
JP Morgan  November 2004 - February 2005
Etrade Financial  June 2003 - October 2004

Skills
Mutual Funds, Asset Allocation, Equities, Investments, Portfolio Management, Finance, Securities, Financial Advisory, Retirement Planning, Alternative Investments, 401k, Wealth Management, Investment Advisory, Asset Managment, Retirement, Fixed Annuities, Fixed Income, Strategic Financial..., Investment Strategies, Bloomberg, Investment Management, Options, Morningstar

Education
California State University-Sacramento   2007 — 2010
MBA, Finance

Chadron State College   1999 — 2002
BA, Finance

Jonathan Kerhlikar, PMP/CSM/ITIL Jonathan Kerhlikar, PMP/CSM/ITIL Sacramento, California Details
Jonathan Kerhlikar, PMP/CSM/ITIL's E*TRADE Financial Experience October 2001 - August 2006
Job Sr. Project Manager and Scrum Master at Dealertrack Technologies
Industry Information Technology and Services
Experience
Dealertrack Technologies  October 2013 - Present
Kauai Sustainable AgroecoSystems   June 2013 - September 2013
Giant Creative Strategy  January 2013 - May 2013
Visionary Integration Professionals (VIP)   March 2012 - December 2012
Visionary Integration Professionals (VIP)   October 2010 - February 2012
Visionary Integration Professionals (VIP)   April 2008 - October 2010
MetaVista Consulting Group  June 2007 - February 2008
California Wholesale Equipment   September 2006 - May 2007
Etrade Financial  October 2001 - August 2006

Skills
PMP, PMO, Change Management, SDLC, MS Project, Agile Project Management, Business Analysis, Business Strategy, Business Process, Process Improvement, Software Project..., Certified Project..., Time Management, Integration, Analysis, Agile Methodologies, Project Management, Management, Testing, Strategy, Scrum, ERP, Certified Scrum Master..., Quality Assurance, Scope Management, Issues Management, Government Procurement, Procurement, Document Management, RFP preparation, SPR, Master Scheduling, Schedule Development, Schedule Analysis, Schedule Control, Enterprise Software, CRM, ITIL, PMBOK, SaaS, Project Governance, IT Service Management, PMI, Consulting, Risk Management, Leadership, Project Delivery, Vendor Management

Education
University of Phoenix   2009 — 2014
Bachelor of Business Administration (BBA), Entrepreneurial and Small Business Operations

California State University-Sacramento   1994 — 1997
Business - Strategic Management

Tom Goodrich Tom Goodrich Greater Atlanta Area Details
Tom Goodrich's E*TRADE Financial Experience April 2004 - March 2007
Job Equity Compensation Consultant at Stock & Option Solutions
Industry Financial Services
Experience
Stock & Option Solutions  March 2014 - Present
E*TRADE Financial Corporate Services  February 2009 - March 2014
E*TRADE Financial Corporate Services  April 2007 - January 2009
E*TRADE Financial   April 2004 - March 2007
E*TRADE Financial   June 2000 - April 2004

Skills
Equities, Financial Services, Securities, Restricted Stock, Options, Risk Management, Finance, Stocks, FINRA, Process Improvement, Sarbanes-Oxley Act, Business Analysis, Project Management, Mergers & Acquisitions, Mutual Funds, CEP III, Series 4, Six Sigma-Green Belt, Accounting, Microsoft Excel, ESPP, Risk Assessment, Auditing, Microsoft Access, SARS, SSAE 16, PowerPoint, Oracle, Analysis, Stock Plan..., Insider Trading, Management, Series 7

Education
California State University-Sacramento
Bachelor's degree, Finance

Richard Edde CEP Richard Edde CEP San Francisco Bay Area Details
Richard Edde CEP's E*TRADE Financial Experience April 2000 - July 2006
Job Manager, Stock Administration at KLATencor
Industry Semiconductors
Experience
KLA-Tencor  May 2008 - Present
Sanmina-SCI  July 2006 - May 2008
E*TRADE Financial   April 2000 - July 2006
Franklin Templeton  1993 - 2000

Education
Golden Gate University   1995 — 1998
MBA, Human Resources

California State University-Sacramento   1988 — 1993
B.S., Business Administration

David Niekamp David Niekamp Sacramento, California Area Details
David Niekamp's E*TRADE Financial Experience 1999 - 2006
Job Marketing, Social Media, Web/Print Design, Accounting, and Technical Support Solutions Provider
Industry Information Technology and Services
Experience
DAVEN Solutions   April 2014 - Present
LionShare 1031   February 2007 - April 2014
Real Property Management Northern Sacramento   January 2008 - December 2013
Southfork & Company   August 2006 - February 2007
Southfork & Company   April 2006 - February 2007
E*TRADE Financial   1999 - 2006
ETRADE  1999 - 2006
North American Title  1998 - 1999

Skills
PHP, JavaScript, CSS3, HTML 5, jQuery, MVC, OOP, Node.js, MySQL, Ruby on Rails, Linux, Server Administration, Investments, Alternative Investments, Asset Management, Financial Services, Securities, Options, Mutual Funds, Series 24, Series 7, Series 63, FINRA, Wealth Management, Management, Customer Service, Risk Management, Leadership, Business Analysis, Strategic Planning, CSS

Education
Coding Dojo   2014 — 2014
Web Development

California State University-Sacramento
Business: Finance, Risk Mgt & Insurance

Tina Koepke Tina Koepke Sacramento, California Area Details
Tina Koepke's E*TRADE Financial Experience October 2004 - August 2006
Job Secretary at County of Sacramento, Department of Transportation
Industry Financial Services
Experience
County of Sacramento, Department of Transportation   April 2015 - Present
County of Sacramento, DHHS, Behavioral Health Services   October 2014 - April 2015
County of Sacramento  April 2010 - July 2014
Northwestern Mutual  January 2007 - July 2009
E*TRADE Financial   October 2004 - August 2006

Education
California State University-Sacramento   1998 — 2003
Bachelor of Arts, Biological Sciences

Monte Vista High

Darcey Bohanna Hall Darcey Bohanna Hall San Francisco Bay Area Details
Darcey Bohanna Hall's E*TRADE Financial Experience June 2000 - April 2005
Job BSA/AML Compliance Officer at SVB Financial Group
Industry Banking
Experience
SVB Financial Group  October 2014 - Present
SVB Financial Group  January 2008 - October 2014
FINRA (formerly NASD)   April 2005 - January 2008
E*TRADE Financial   June 2000 - April 2005
Merrill Lynch  1993 - 1998

Education
California State University-Sacramento   1998 — 2001
MBA

St. Mary's College of California   1989 — 1993
BA, Government

Tomales High School   1985 — 1989
High School

Amanda Armstrong-Balitsky Amanda Armstrong-Balitsky San Francisco Bay Area Details
Amanda Armstrong-Balitsky's E*TRADE Financial Experience March 2004 - August 2006
Job Compliance Manager at Litman Gregory
Industry Financial Services
Experience
Litman Gregory  April 2010 - Present
Conifer Securities, LLC   2008 - April 2010
EAInvest Securities, Inc   December 2006 - February 2008
E*TRADE Financial   March 2004 - August 2006

Education
University of Pennsylvania - The Wharton School   2010 — 2010
CRCP, FINRA Institute at the Wharton School

California State University-Sacramento   1999 — 2003

Vinny Cardaci Vinny Cardaci Greater New York City Area Details
Vinny Cardaci's E*TRADE Financial Experience 2004 - 2005
Job Vice President at Citi
Industry Financial Services
Experience
Citi  October 2005 - Present
Goldman Sachs Asset Management  April 2005 - October 2005
E*TRADE Financial   2004 - 2005
Deutsche Bank  1998 - 2004
Merrill Lynch  1983 - 1989

Skills
Equities, Banking, Financial Services, Capital Markets, Fixed Income, Portfolio Management, Securities, Asset Management, Hedge Funds, Risk Management, Prime Brokerage, Derivatives, Back Office, Mutual Funds, Investment Banking, Investments

Education
City University of New York   1978 — 1983

Paul Shosho Paul Shosho Buffalo, New York Details
Paul Shosho's E*TRADE Financial Experience March 2006 - June 2007
Job Senior Information Technology Professional
Industry Hospitality
Experience
Delaware North  September 2015 - Present
SMART DEVINE  January 2015 - September 2015
Yeshiva University  August 2012 - January 2015
The New School  December 2010 - August 2012
UBS Investment Bank  July 2010 - November 2010
UBS Wealth Management  June 2007 - July 2010
ETRADE Financial  March 2006 - June 2007
The New School  May 2004 - February 2006
The New School  May 2002 - May 2004
The New School  January 2001 - May 2002

Skills
Business Intelligence, Business Process..., Analysis, Data Modeling, Budgets, Finance, VBA, Financial Systems..., Program Management, Hyperion Enterprise, Integration, Analytics, Corporate FP&A, Data Architecture, Project Management, PMO, Management, Financial Reporting, Leadership

Education
Stevens Institute of Technology
MS, Information Systems

Canisius College   1984 — 1988
B.S., Accounting

Nichols

Karen Chamberlain Karen Chamberlain San Francisco Bay Area Details
Karen Chamberlain's E*TRADE Financial Experience 1997 - 2003
Job Marketing & Communication Analyst
Industry Computer Hardware
Experience
Cisco  June 2015 - Present
PayPal  April 2014 - August 2014
Apple  December 2013 - April 2014
Abbott Vasular   December 2009 - February 2012
One Brick  2003 - 2010
LSI  2008 - 2009
Spansion  2006 - 2008
Agilent Technologies  2005 - 2006
Sun Microsystems  August 2003 - June 2004
E*TRADE Financial   1997 - 2003

Skills
Marketing Communications, SharePoint, Project Management, Editing, Teamwork, Training, Cross-functional Team..., Management, Process Improvement, Social Media, Strategy

Education
CSU Sacramento
Marketing

Rita Yampolsky Rita Yampolsky San Francisco, California Details
Rita Yampolsky's E*TRADE Financial Experience April 2000 - December 2003
Job Sr Director, PM & CSM
Industry Online Media
Experience
Thismoment  September 2014 - Present
thismoment, Inc  April 2012 - August 2014
thismoment, Inc  February 2011 - April 2012
Organic  June 2008 - February 2011
CNET  January 2005 - January 2008
Children's Council of San Francisco  October 2004 - December 2005
E*TRADE Financial   April 2000 - December 2003

Skills
Digital Media, Digital Strategy, Interactive Marketing, Online Advertising, Digital Marketing, Web Project Management, Social Media, Mobile Devices, Web Analytics, Analytics, Web Development, Social Media Marketing, Program Management, Digital Production, Project Management, Awesomeness, Business Development, SaaS, Agile Methodologies, Management, User Experience, Product Development, Advertising, Team Leadership, Mobile Applications, Leadership, Product Management, Strategic Partnerships, CRM, Start-ups, Online Marketing, E-commerce, Integration, Strategy

Education
California State University-Sacramento   2000 — 2004
MIS, Information Technology Project Management

Jeffrey R. Sewell Jeffrey R. Sewell Sacramento, California Area Details
Jeffrey R. Sewell's E*TRADE Financial Experience July 2002 - October 2005
Job Supervisor at Golden 1 Credit Union
Industry Financial Services
Experience
Golden 1 Credit Union  October 2014 - Present
Golden 1 Credit Union  August 2013 - October 2014
Golden 1 Credit Union  January 2012 - August 2013
Planned Solutions, Inc.   November 2007 - November 2011
Wells Fargo  June 2006 - November 2007
E*Trade Financial   July 2002 - October 2005

Skills
Client Services, Loan Underwriting, Tax Preparation, Training, Series 7, Series 66, Securities Trading, Contract Negotiation, Customer Service, Securities, Financial Services

Education
California State University-Sacramento   1999 — 2003
Bachelor of Arts, Business Administration

Jeff Haddock Jeff Haddock Toronto, Canada Area Details
Jeff Haddock's E*TRADE Financial Experience June 2004 - October 2007
Job Manager, Client Service at ChiX Canada
Industry Capital Markets
Experience
Chi-X Canada   July 2010 - Present
Scotia Capital  May 2009 - September 2009
E*TRADE Capital Markets  October 2007 - September 2009
E*TRADE Financial   June 2004 - October 2007

Skills
Direct Market Access, Trading, Trading System

Education
Carleton University   1997 — 2001
B. Commerce, Business

Vlad Brichkov Vlad Brichkov San Francisco Bay Area Details
Vlad Brichkov's E*TRADE Financial Experience February 2003 - April 2005
Job SQA at MyVest
Industry Information Technology and Services
Experience
MyVest  December 2009 - Present
Thomson Reuters  February 2008 - December 2009
Quantitative Medical Systems   November 2007 - February 2008
Pure Digital technology   January 2007 - November 2007
ALC Investment Group, San Francisco, CA   July 2006 - January 2007
Charles Schwab Bank  January 2006 - July 2006
MILA, Mountlake Terrace, WA   April 2005 - January 2006
E*TRADE Financial   February 2003 - April 2005
Visa  December 2002 - February 2003
Wells Fargo  April 2002 - November 2002

Skills
Software Quality..., Test Planning, Test Automation, JIRA, Testing, Quality Center, Manual Testing, Regression Testing, User Acceptance Testing, Integration Testing, SDLC, Enterprise Software, Agile Methodologies, Test Cases, Quality Assurance, Bug Tracking, Test Management, Test Strategy, Web Applications, Databases, LoadRunner, Integration, Software Project..., XML, Scrum, Black Box Testing, Perl, Java, C#, QTP, Business Requirements, Shell Scripting, Oracle, Usability Testing, Defect Tracking, Functional Testing, Selenium, System Testing, Waterfall, Performance Testing, Agile Testing, Agile Project Management, System Integration..., Bugzilla, Java Enterprise Edition, Automation, CMMI, JUnit, Unix, SoapUI

Education
University of California, Santa Cruz   2001 — 2001
Basic UNIX Course, Basic UNIX Course

Darwin Partners, San Francisco, CA   2000 — 2000
Advanced Silk Test Course

CIME Software Labs Educational Center, San Francisco, CA   1998 — 1998
Advanced JAVA Software Quality Assurance Engineering

Computer Educational Center, Daly City, CA   1997 — 1997
SQA Engineer, Advanced Quality Assurance Engineering

City College of San Francisco   1996 — 1996
Computer and Information System Courses

Dnipropetrovs'kij Nacional'nij Universitet   1989 — 1993
MS, Finance Management

Sean McCandless Sean McCandless Sacramento, California Area Details
Sean McCandless's E*TRADE Financial Experience April 1999 - November 2004
Job Owner, LionShare 1031 Inc.
Industry Real Estate
Experience
LionShare 1031 Inc.   Vice President, OperationsSouthfork Development GroupNovember 2004 - February 2007
Etrade Financial  April 1999 - November 2004

Education
California State University-Sacramento   2000 — 2004
MBA, Finance

Homajeet Cheema Homajeet Cheema Los Gatos, California Details
Homajeet Cheema's E*TRADE Financial Experience May 2010 - May 2013
Job Lead Cloud Persistence Engineering at Netflix
Industry Information Technology and Services
Experience
Netflix  May 2013 - Present
E*TRADE Financial   May 2010 - May 2013
YouSendIt  2008 - 2010
E*Trade Financial   January 1998 - May 2008

Education
Carnegie Mellon University   2007 — 2009
MS, Software Management

Mary N. Nguyen Mary N. Nguyen Orange County, California Area Details
Mary N. Nguyen's E*TRADE Financial Experience 2003 - 2005
Job Senior Litigation Paralegal at Hyundai Capital America
Industry Financial Services
Experience
Hyundai Capital America  November 2013 - Present
Hyundai Capital America  March 2012 - November 2013
Toyota Financial Services  March 2011 - November 2011
Knobbe Martens Olson & Bear LLP  June 2008 - March 2011
GE Money  November 2005 - January 2008
E*TRADE Financial   2003 - 2005
Deutsche Financial Services Corporation   2000 - 2003

Skills
Corporate Governance, Intellectual Property, Banking, Compliance, Insurance, Legal Research, Licensing, Patent Prosecution, Problem Solving, Regulatory Research, State Compliance, Risk Management, Credit, Corporate Law, Litigation, Financial Services, Loans, Due Diligence, Civil Litigation, Contract Negotiation, Management, Patents, Process Improvement

Education
Chapman University
BS

Rancho Santiago College
AS, Paralegal Studies

Selorme Dorcoo Selorme Dorcoo Phoenix, Arizona Area Details
Selorme Dorcoo's E*TRADE Financial Experience March 2003 - October 2007
Job Mortgage Banker at Chase
Industry Financial Services
Experience
Chase  September 2014 - Present
Charles Schwab  November 2007 - July 2014
E*TRADE FINANCIAL   March 2003 - October 2007

Skills
Financial Services, Risk Management, Banking, Series 7, Securities, Credit, Portfolio Management, Back Office, Relationship Management, Capital Markets, Payments, Financial Analysis, Mutual Funds, Business Analysis, AML, Vendor Management, Process Improvement, Analysis, Customer Service, Finance, Microsoft Office, Leadership, Investments

Education
California State University-Sacramento   1998 — 2001
Bachelor of Arts (B.A.), Organizational Communication, General

Raffael Patterson Raffael Patterson Charlotte, North Carolina Area Details
Raffael Patterson's E*TRADE Financial Experience April 2006 - August 2008
Job Project Manager
Industry Financial Services
Experience
Villanova University  November 2008 - Present
E*TRADE Financial   April 2006 - August 2008
E*TRADE Financial   July 2004 - April 2006
E*TRADE Financial   March 2002 - July 2004
E*TRADE Financial   February 1999 - March 2002
Franklin Templeton Group  1997 - 1999

Education
Villanova University   2008 — 2009
PMP, Project Mgmt Profesional Certification

Ramstien American High School, Germany   1985 — 1988
Diploma, General

California State University-Sacramento

Matthew Maddox Matthew Maddox Atlanta, Georgia Details
Matthew Maddox's E*TRADE Financial Experience May 2010 - Present
Job Manager Elite Client Services
Industry Financial Services
Experience
E*Trade Financial   May 2010 - Present
E*TRADE Financial   July 2006 - January 2007
E*TRADE Financial   June 2005 - July 2006
E*TRADE Financial   June 2004 - June 2005

Skills
Financial Services, Process Improvement, Mutual Funds, Business Analysis, Trading, FINRA, Series 7, Retirement Planning, Securities, Series 24, Relationship Management, Options, Call Centers, Stocks, Electronic Trading, Equity Trading, Trading Systems, Customer Experience, Business Relationship...

Education
California State University-Sacramento   2000 — 2004
BS, Business Management

Freddie Bolling Freddie Bolling Greater Atlanta Area Details
Freddie Bolling's E*TRADE Financial Experience March 2008 - May 2012
Job Jr Investigative Analyst at Bishops Services Inc A Sterling Infosystems Company
Industry Financial Services
Experience
Bishops Services Inc - A Sterling Infosystems Company   April 2013 - Present
E*TRADE Financial   March 2008 - May 2012
E*TRADE Financial   July 2006 - March 2008
Wachovia Securities LLC  May 2004 - June 2006
Wachovia Securities LLC  September 2003 - May 2004
CIRCUIT CITY STORES INC  January 2001 - January 2003
CIRCUIT CITY STORES INC  June 1999 - January 2001

Skills
Financial Services, Series 7, Accounting, Financial Analysis, Series 63, Securities, Credit, Investments, Banking, Portfolio Management, Customer Service, Account Reconciliation, Strategic Financial..., Equities, Forecasting, Securities Fraud, Fraud Detection, Online Fraud, PeopleSoft, Analysis, Access, Mutual Funds, Weight Training, Exercise, Sports Psychology, Sports Coaching, Investigative Research, Fitness Training, Nutrition, KYC, Fraud, FINRA

Education
Capella University   2010 — 2013
Master of Science (MS), Sports Psychology

Old Dominion University   1995 — 1999
Bachelor of Arts, Accounting

Bill Hayward Bill Hayward San Francisco Bay Area Details
Bill Hayward's E*TRADE Financial Experience February 2000 - August 2001
Job Regional Vice President at Voya Financial
Industry Financial Services
Experience
Voya Financial  September 2014 - Present
ING U.S.   March 2013 - September 2014
Transamerica Retirement Services  December 2010 - March 2013
SACTO- Sacramento Area Commerce and Trade Organization  July 2009 - December 2010
Capital Planning Advisors, Inc   June 2005 - December 2010
Citibank  January 2002 - January 2003
E*TRADE Financial   February 2000 - August 2001

Education
California State University-Sacramento   2006 — 2007
Masters of Business Administration, Business

California State University-Sacramento   1999 — 2001
B.A., Finance/Investments

De Anza College   1996 — 1999
A.A., General Studies

Susanne Perez Susanne Perez Orange County, California Area Details
Susanne Perez's E*TRADE Financial Experience 2003 - 2005
Job Executive Assistant at TelePacific Communications
Industry Financial Services
Experience
TelePacific Communications  August 2011 - Present
Daily Pilot  1995 - 2012
GE Money  May 1999 - April 2011
E*TRADE Financial   2003 - 2005
Deutsche Financial Services  1999 - 2003
Panel Concepts, Inc.   1991 - 1999
Denny's  1987 - 1989

Skills
Access, Travel Arrangements, Project Management, Program Management, Sales, Finance, Time Management, Administrative..., Customer Service, Management, Vendor Management, Project Planning, Accounting, Call Centers

Education
Cerritos College
AA

Paul Zumbo Paul Zumbo Greater New York City Area Details
Paul Zumbo's E*TRADE Financial Experience March 2003 - July 2004
Job Finance Leader at MasterCard Worldwide
Industry Financial Services
Experience
MasterCard Worldwide  April 2007 - Present
Interpublic Group - Deutsch Inc.   July 2004 - March 2007
Etrade Financial  March 2003 - July 2004
Smith Barney  February 1999 - March 2003
Ladenburg Thalmann  June 1997 - February 1999

Education
City University of New York   1993 — 1997

Russ Refuerzo Russ Refuerzo Greater Denver Area Details
Russ Refuerzo's E*TRADE Financial Experience 2001 - 2004
Job Colorado Sales Manager at Kemper Personal and Commercial Lines
Industry Insurance
Experience
Kemper Corporation  March 2008 - Present
South Metro Insurance Agency   December 2003 - December 2007
E*TRADE Financial   2001 - 2004

Education
California State University-Sacramento
Bachelor of Science (BS), Finance

Kristopher Bley Kristopher Bley Orange County, California Area Details
Kristopher Bley's E*TRADE Financial Experience 2001 - 2005
Job Sales at Woodside Credit
Industry Financial Services
Experience
Woodside Credit   July 2005 - Present
Etrade Financial  2001 - 2005

Skills
Underwriting

Education
Chapman University   2008 — 2010
BA, Organizational Leadership

Bryan Snitselaar, CFE Bryan Snitselaar, CFE Washington D.C. Metro Area Details
Bryan Snitselaar, CFE's E*TRADE Financial Experience 2005 - 2008
Job Litigation Financial Analyst at FSA
Industry Financial Services
Experience
FSA  2012 - Present
Financial Industry Regulatory Authority  2008 - 2012
E*TRADE Financial   2005 - 2008

Skills
Finance, Securities, Series 7, AML, Series 63, Securities Regulation, FINRA, Investments, Financial Services, Fraud, Litigation, Trading, Banking, Microsoft Excel, Investigation, Financial Regulation, USA PATRIOT Act, OFAC, Broker-Dealer, KYC, Bank Secrecy Act, Financial Analysis, Fraud Detection, Equities, Financial Risk, Analysis, Mutual Funds

Education
California State University-Sacramento   1998 — 2004
Finance & Risk Management and Insurance

Chris Horak Chris Horak Washington D.C. Metro Area Details
Chris Horak's E*TRADE Financial Experience May 2005 - Present
Job Senior Bank Paralegal at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial   May 2005 - Present
Thompson Coburn LLP.  September 2002 - May 2005
Mayer Brown  September 1997 - August 2002
WilmerHale  September 1993 - November 1994
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates   September 1985 - July 1990

Skills
Mutual Funds, Equities, Series 7, Financial Analysis, Investments, Securities, Portfolio Management, FINRA, Corporate Governance, Wealth Management, Investment Advisory, Hedge Funds, Financial Services, Asset Allocation, Capital Markets

Education
Case Western Reserve University School of Law   2000 — 2003
Juris Doctor, Law

Spring Hill College   1979 — 1983
Bachelor of Science (BS), Political Science and Government

James Paulin James Paulin Charlotte, North Carolina Area Details
James Paulin's E*TRADE Financial Experience October 2006 - 2008
Job CSD Support at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  January 2009 - Present
Etrade Financial  October 2006 - 2008
Etrade Finanacial   2006 - 2007
Harrisdirect  2000 - 2006
CSFBDirect  2000 - 2006
DLJDirect  2000 - 2001
DLJDirect  1999 - 2001

Education
Champlain College   1994 — 1999

Kerry Boswell Kerry Boswell Sacramento, California Area Details
Kerry Boswell's E*TRADE Financial Experience January 2000 - November 2006
Job Director, Human Resources at eHealthInsurance
Industry Human Resources
Experience
eHealthInsurance  February 2007 - Present
E*TRADE Financial   January 2000 - November 2006

Skills
Human Resources, Personnel Management, Onboarding, Employee Benefits, Applicant Tracking..., Employee Relations, HRIS, Talent Acquisition, Recruiting, College Recruiting, Benefits Administration, Talent Management, Performance Management, New Hire Orientations, Workforce Planning

Education
CSU Sacramento
Bachelor of Science (BS), Business Administration / Human Resources

Paul Zarkowski Paul Zarkowski Greater Detroit Area Details
Paul Zarkowski's E*TRADE Financial Experience October 2010 - Present
Job Financial Consultant at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial   October 2010 - Present
Morgan Stanley  2010 - Present

Skills
Retirement Planning, Wealth Management, Mutual Funds, Investments, Retirement, Asset Allocation, 401k, Investment Advisory, Series 63, Series 7, Series 66, Financial Planning, Annuities, Securities, IRA's, Equities, ETFs

Education
Central Michigan University   1983 — 1987
Finance, Business

Jeremy Alessandro Jeremy Alessandro Sacramento, California Area Details
Jeremy Alessandro's E*TRADE Financial Experience 2003 - 2004
Job Jeremy.Alessandro@modisit.com Business Developement Manager at Modis
Industry Staffing and Recruiting
Experience
Modis  June 2008 - Present
MTI College  2008 - Present
CA Real Estate Broker   2005 - 2008
Ameriquest Mortgage  2004 - 2005
Etrade Financial  2003 - 2004

Education
California State University-Sacramento   2001 — 2004
MBA, Business

Joseph L. Silva Joseph L. Silva Greater Los Angeles Area Details
Joseph L. Silva's E*TRADE Financial Experience February 2009 - July 2011
Job Mortgage Servicing Professional Retired
Industry Financial Services
Experience
Rushmore Loan Management Services, LLP  February 2013 - July 2015
E*TRADE Financial   February 2009 - July 2011
Fannie Mae  October 1994 - July 2008
M-West Mortgage Corp   November 1980 - October 1994

Skills
Mortgage Servicing, Servicing, Loss Mitigation, Foreclosures, Bankruptcy, Risk Mitigation, Mortgage Banking, Analysis

Education
Chaffey College

Saint Leo University
Working on

Daryl Hershberger Daryl Hershberger Charlotte, North Carolina Area Details
Daryl Hershberger's E*TRADE Financial Experience 2008 - 2012
Job Treasurer at TIAACREF Trust Company, FSB
Industry Banking
Experience
TIAA-CREF Trust Company, FSB  January 2014 - Present
TIAA-CREF Trust Company, FSB  June 2012 - December 2013
E*TRADE Financial   2008 - 2012
E*TRADE Financial   2005 - 2007
E*TRADE Financial   2004 - 2005
KeyCorp  2000 - 2004

Skills
ALM, Quantitative Finance, Financial Modeling, Financial Analysis, Risk Management, Interest Rate Risk..., Liquidity Risk, Portfolio Management, Enterprise Risk..., Transfer Pricing, Project Management, Leading People, Mathematical Modeling, Statistical Modeling, Predictive Modeling, Technical Presentations, Software Verification, System Verification, Regulatory Requirements, Cash Flow Forecasting, Operational Risk..., Process Improvement, Data Mining, Data Analysis, Hedge Accounting, Strategic Financial..., Corporate Governance, Liquidity Management, Strategic Planning, Cash Management, Capital Management, Treasury Management

Education
Carnegie Mellon University - Tepper School of Business   1999 — 2000
MSCF, Computational Finance

Washington State University
Master of Science (MS), Engineering Management

Oregon State University
Master of Science (MS), Nuclear Engineering

Oregon State University
Bachelor of Science (BS), Nuclear Engineering

Janelle Shepard Janelle Shepard Chicago, Illinois Details
Janelle Shepard's E*TRADE Financial Experience December 2002 - August 2008
Job Operations Analyst at tradeMONSTER
Industry Banking
Experience
tradeMONSTER  May 2012 - Present
Kforce Technical Staffing  April 2011 - May 2012
Lowe's  March 2009 - May 2011
E*TRADE Financial   December 2002 - August 2008

Skills
Series 63, Process Improvement, Management, Business Analysis, Training, Vendor Management, Series 7, Risk Management, Customer Service, Strategic Planning

Education
California State University-Sacramento
BS, Finance

Richard Messina Richard Messina Greater New York City Area Details
Richard Messina's E*TRADE Financial Experience December 2012 - Present
Job Vice President/Head of Investment Product Management at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial   December 2012 - Present
Merrill Lynch Wealth Management  November 2009 - December 2012
Banc of America Investments  October 2004 - November 2009
ABN AMRO Incorporated  2000 - 2004
UBS Securities LLC  1993 - 1999
Shearson Lehman Brothers Inc.  1989 - 1993
Salomon Brothers, Inc.   1983 - 1989

Skills
Equities, Series 7, Fixed Income, Investments, Investment Banking, Trading, Risk Management, Series 63, Asset Allocation, Mutual Funds, Executive Management, Wealth Management, Trading Systems, Financial Markets, Series 24, Asset Management, FINRA, Options, Origination, Asset Managment, Debt, Asset, Unified Managed Accounts, Series 53, Series 52, Series 27, Exchange Traded Products

Education
Central Connecticut State University   1978 — 1982
Bachelor of Science, Business Administration and Marketing

Jay Strobel Jay Strobel Sacramento, California Area Details
Jay Strobel's E*TRADE Financial Experience May 2000 - July 2004
Job CEO at Strobelli's Inc.
Industry Financial Services
Experience
Strobelli's Inc.   March 2009 - Present
J'S Carpet Care   July 2004 - October 2008
Etrade Financial  May 2000 - July 2004
E*TRADE  2000 - 2004

Education
California State University-Sacramento   1996 — 1998
Business, Finance

John (Jiang) Du John (Jiang) Du San Francisco Bay Area Details
John (Jiang) Du's E*TRADE Financial Experience January 2008 - January 2009
Job Sr. Core Systems Engineer at WORLDPAC
Industry Computer Software
Experience
WORLDPAC  April 2013 - Present
Spade9 Inc.   October 2011 - March 2013
WORLDPAC  December 2008 - October 2011
E*TRADE Financial   January 2008 - January 2009
Pacific Design Engineering  2000 - 2007
IMS-Net Corporation   1999 - 2000
GoTrade.com (Start-up)   1999 - 2000
Kodak  June 1998 - August 1999
Cedara Software  1996 - 1998

Skills
Linux, Unix, C++, C, Problem Solving, Java, Windows, XML, Databases, MySQL, Eclipse, Perl, Software Development, Integration, PHP, Programming

Education
University of Waterloo   1988 — 1993
Ph.D., Earth Sciences

China University of Mining and Technology   1981 — 1984
Masters, Mining Engineering

Cheryl Baker Cheryl Baker Washington D.C. Metro Area Details
Cheryl Baker's E*TRADE Financial Experience June 2000 - Present
Job Corp Director of Accounting at E*TRADE Financial
Industry Accounting
Experience
E*TRADE Financial   June 2000 - Present
Perry-Smith LLP  June 1995 - June 2000

Skills
SEC filings, Financial Reporting, Sarbanes-Oxley Act, Auditing, Accounting, Internal Controls, General Ledger, US GAAP, GAAP, CPA, Financial Analysis, Revenue Recognition, Financial Accounting, Financial Statements, SEC Filings, Finance

Education
California State University-Sacramento

Dimitrios Foster Dimitrios Foster Charlotte, North Carolina Area Details
Dimitrios Foster's E*TRADE Financial Experience August 2005 - March 2007
Job Experienced Senior Fiscal Analyst
Industry Investment Management
Experience
Mecklenburg County  January 2010 - Present
TIAA-CREF  March 2007 - May 2009
E*TRADE Financial   August 2005 - March 2007
Wachovia Bank  July 2004 - July 2005
Merrill Lynch  September 2001 - May 2002

Skills
Microsoft Excel, Investments, Financial Reporting, Financial Services, Management, Finance, Leadership, Budgets, Accounting, Mutual Funds, Analysis, Securities, Series 7, Financial Analysis, Access

Education
Central Piedmont Community College
Associate, Arts

University of North Carolina at Charlotte - Belk College of Business
BSBA, Finance and management

Pfeiffer University
Master of Business Administration (M.B.A.)

Kishore Kumar, B.S(Engg), MBA Kishore Kumar, B.S(Engg), MBA Sacramento, California Area Details
Kishore Kumar, B.S(Engg), MBA's E*TRADE Financial Experience January 2000 - October 2003
Job Sr. Manager, Enterprise Technology & Investment Division
Industry Transportation/Trucking/Railroad
Experience
California Department of Transportation  March 2009 - Present
3i Infotech  October 2003 - March 2009
HP  2006 - 2009
Toyota Motor Sales, USA  January 2005 - June 2006
E*TRADE Financial   January 2000 - October 2003
Interactive Business Systems, Inc.   October 1998 - December 1999
Housing and Development Board, Singapore   September 1997 - September 1998

Skills
SDLC, Software Project..., Project Management, Requirements Analysis, Business Analysis, Management, Integration, Business Intelligence, Program Management, Vendor Management, Enterprise Architecture, IT Strategy

Education
California State University-Sacramento   2008 — 2010
MBA, Executive

Engineering College   1990 — 1994
B.S(Engg), Computer Engineering

Frederick Lewis Frederick Lewis Phoenix, Arizona Area Details
Frederick Lewis's E*TRADE Financial Experience January 1997 - April 2004
Job Informantion System Tech at Safeway
Industry Food & Beverages
Experience
Safeway  January 2007 - Present
Federal Express  April 2004 - January 2007
E*TRADE Financial   January 1997 - April 2004
DHL  September 1995 - January 1997
Neopost  July 1993 - September 1995
Neopost  June 1987 - July 1993

Skills
VPN, Cisco Technologies, Firewalls, Routers, Security, Troubleshooting, Networking, Switches

Education
Chabot College   1990 — 1992
Telecommuncation

Kyle Hecht Kyle Hecht Greater Detroit Area Details
Kyle Hecht's E*TRADE Financial Experience March 2012 - Present
Job Branch Manager at ETrade Financial
Industry Financial Services
Experience
E*TRADE Financial   March 2012 - Present
E*TRADE Financial Corporation  January 2006 - March 2012
ALPS Corporation  March 2006 - January 2007
Quicken Loans  2005 - 2006

Education
Walsh College   2015 — 2017
Master of Science, Information Technology

Walsh College   2008 — 2010
Master of Science, Finance

Central Michigan University   2001 — 2005
Bachelor Of Science, Business Administration

Janice Hendricks Janice Hendricks Greater Atlanta Area Details
Janice Hendricks's E*TRADE Financial Experience December 2007 - November 2010
Job IT Project Management
Industry Information Technology and Services
Experience
Genesis10  August 2011 - Present
Etrade Financial  December 2007 - November 2010
Computer Science Raytheon  2002 - 2007

Skills
Networking, Project Planning, Project Management, Visio, MS Project, Cisco Technologies, Switches, Training, Access, Windows XP, Hardware, WAN, CCNA, Windows, Microsoft Office, Vendor Management, SDLC, Disaster Recovery, Information Technology, Analysis, Team Building, Data Center, Troubleshooting, Customer Service

Education
Capella University   2010 — 2012
MBA, Business Administration

Columbia College   2007 — 2008
B.A, Business

Florida Metropolitan University   2000 — 2002
B.S., Computer Information Science

Eastern Florida State College   1997 — 1999
A.A, General Education

LaTonda James LaTonda James Miami, Florida Details
LaTonda James's E*TRADE Financial Experience 1900 - 1900
Job Community Building &Engagement Manager at Neighborhood Housing Services of South Florida
Industry Nonprofit Organization Management
Experience
Neighborhood Housing Services of South Florida  June 2013 - Present
Neighborhood Housing Services of South Florida  January 2012 - June 2013
L. James Consulting, LLC   2008 - 2013
Xposure Youth Foundation, Inc   March 2002 - December 2011
ABF Beck Communications   January 2007 - March 2009
Etrade Financial  1900 - 1900
Cool Kids Learn  1900 - 1900

Skills
Event Planning, Fundraising, Social Media, Public Relations, Program Management, Nonprofits, Community Outreach, Volunteer Management, Time Management, Program Development, Strategic Planning, Social Services, Community Development, Event Management, Leadership Development, Government, Community Organizing

Education
Capella University   2009 — 2011
MHS, Nonprofit Managment

Georgia State University   1992 — 1996
BS, Psychology

Clark Atlanta University   1990 — 1992
BS, Psychology

Andrew Van Zant Andrew Van Zant Sacramento, California Area Details
Andrew Van Zant's E*TRADE Financial Experience February 2004 - July 2006
Job Project Management
Industry Information Technology and Services
Experience
CGI  2011 - Present
PrO Unlimited  September 2009 - February 2011
Franklin Templeton Investments  2010 - 2011
G.V. Inc   July 2006 - September 2009
E*TRADE Financial   February 2004 - July 2006
Barclays Global Investors  November 1999 - October 2003

Education
California State University-Sacramento   1993 — 1995
B.S., Finance

University of Phoenix
MBA, Business

Calvin Yeung Calvin Yeung Greater New York City Area Details
Calvin Yeung's E*TRADE Financial Experience March 2005 - September 2006
Job Principle Member of Technical Staff at AT&T
Industry Telecommunications
Experience
AT&T  September 2009 - Present
American Express  September 2006 - September 2009
E*TRADE Financial   March 2005 - September 2006
M&JG Enterprise   September 2001 - March 2005

Skills
Data Mining, Predictive Analytics, SAS, SQL, Database Marketing, Statistical Data..., Forecasting, Customer Insight, Classification, Regression Models, Decision Trees, Bayesian methods, Cluster Analysis, Time Series Analysis, R, DB2, Oracle, Big Data

Education
Carnegie Mellon University   1997 — 2001
PhD, Statistics

The Hong Kong University of Science and Technology   1992 — 1997
MPhil, Bachelor of Science (BSc);, Mathematics and Statistics

Theresa St. Bernard Theresa St. Bernard Greater New York City Area Details
Theresa St. Bernard's E*TRADE Financial Experience September 2010 - Present
Job Fraud Operations at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial   September 2010 - Present
Morgan Stanley  August 2006 - August 2010
UFJ   March 2003 - January 2006

Skills
Banking, Risk Management, Customer Service, Fraud, Risk Assessment, Financial Risk, Operational Risk..., Financial Services, Financial Analysis, AML

Education
City University of New York-Brooklyn College   1997 — 2001
BA, Economics

Suzanne Bartek Suzanne Bartek Washington D.C. Metro Area Details
Suzanne Bartek's E*TRADE Financial Experience October 2004 - July 2013
Job Senior Tax Manager at Capital One
Industry Financial Services
Experience
Capital One  July 2013 - Present
E*TRADE Financial   October 2004 - July 2013
PwC  1999 - 2003
Arthur Andersen LLP  January 1994 - October 1999

Skills
Corporate Tax, Tax, State Tax, Sales & Use Tax..., Property Tax

Education
California State University-Sacramento   1998 — 2000
BS, Business Administration

Thomas Zeng Thomas Zeng Washington, District Of Columbia Details
Thomas Zeng's E*TRADE Financial Experience December 2013 - Present
Job Staff Auditor at E*TRADE Financial
Industry Accounting
Experience
E*TRADE Financial   December 2013 - Present
The World Bank  May 2013 - September 2013
Beta Alpha Psi - Florida International University   September 2011 - December 2011
Area Stage Company  June 2009 - August 2009
National Marine Fisheries Service  June 2008 - July 2008

Skills
Classical Piano, Microsoft Word, Microsoft Powerpoint, Microsoft Excel, Java, Visual Basic, HTML, Peachtree Accounting, Accounting, Finance, International Relations..., Music Theory

Education
Florida International University - College of Business Administration   2009 — 2012
Bachelor of Accounting, Accounting and Finance

Carnegie Mellon University   2008 — 2009
Bachelor of Computer Science, Computer Science

Emily Blackburn Emily Blackburn Sacramento, California Area Details
Emily Blackburn's E*TRADE Financial Experience October 2004 - August 2006
Job Human Services Specialist
Industry Financial Services
Experience
Sacramento County  December 2012 - Present
HomEq  January 2007 - August 2010
Etrade Financial  October 2004 - August 2006

Skills
Mortgage Lending, Loan Servicing, Mortgage Servicing, Process Improvement, Policy, Call Center, Call Center Development, Call Center..., Credit, Training, Loss Mitigation, Management, Software Documentation, Call Centers, Customer Service, Access, Outlook, Analysis, Performance Management, Risk Management, Banking

Education
UC Davis Extension   2011 — 2012
Certificate Program in Human Resource Development and Management, Certificate in Human Resource Development and Management

California State University-Sacramento   2000 — 2003
B.A., Liberal Studies

Anna Barber Anna Barber Austin, Texas Area Details
Anna Barber's E*TRADE Financial Experience February 2004 - July 2006
Job Co Owner at Live NB Well
Industry Health, Wellness and Fitness
Experience
Live NB Well   January 2015 - Present
NutraMetrix  March 2014 - Present
Random Acts of Love   March 2013 - Present
AB Fit Training   2007 - September 2013
LA Weightloss  September 2006 - December 2007
E*TRADE Financial   February 2004 - July 2006

Skills
Nutrition, Wellness, Coaching, Customer Service, Marketing, Leadership, Team Building, Healthcare, Wellness Coaching, Strategic Planning, Social Networking, Social Media Marketing, Sales, Training, Personal Training, Fitness, Strength Training, Nonprofits, Fitness Training

Education
California State University-Sacramento   1999 — 2002
Bachelor's Degree, Business Communications

Jen LaGrutta Jen LaGrutta Greater Seattle Area Details
Jen LaGrutta's E*TRADE Financial Experience October 2006 - November 2008
Job MySQL DBA
Industry Internet
Experience
Twitter  September 2012 - January 2015
Twitter  September 2009 - September 2012
X2 Technologies   September 2009 - December 2010
Rocket Science Consulting  November 2008 - September 2009
E*TRADE Financial   October 2006 - November 2008
Wells Fargo  January 2000 - July 2005

Skills
Linux System..., JSON, Python, Bash, Shell Scripting, MySQL, Mac OS, Troubleshooting, Windows, Virtualization, System Administration, Start-ups, Unix, Technical Support, Atlassian JIRA, Puppet, Confluence, Git, Vim, MySQL Replication, Databases, Linux

Education
City College of San Francisco

David Fono David Fono Milwaukee, Wisconsin Details
David Fono's E*TRADE Financial Experience May 1996 - November 1996
Job Business Line Compliance Manager at US Banccorp
Industry Financial Services
Experience
US Banccorp  May 2014 - Present
BMO Harris Bank  July 2003 - May 2014
US Bank  February 1998 - March 2003
E*TRADE Financial   May 1996 - November 1996

Skills
Financial Analysis, Budgeting, Employee Management, Financial Reporting, Accounting, Process Improvement, Access, Business Analysis, Microsoft Excel, Strategic Planning, Customer Service, PowerPoint, G/L Reconciliations, Budget Reconciliation, Reconcilement, Project Management, Forecasting, Budgets, Finance, Financial Services

Education
Cardinal Stritch University   2002 — 2005
Master of Business Administration, Finance

UW-Milwaukee   1983 — 1997
Bachelors of Business Admin, Operations Management - Service

Cannon Financial

Geremy Zezini Geremy Zezini Folsom, California Details
Geremy Zezini's E*TRADE Financial Experience March 2005 - July 2011
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  2011 - Present
E*TRADE Financial   March 2005 - July 2011
Edward Jones  March 2003 - March 2005
H&R Block Financial Advisors  July 2000 - March 2003

Education
CSU Sacramento   1998 — 2000

Trevor Colin Henry Trevor Colin Henry Greater Atlanta Area Details
Trevor Colin Henry's E*TRADE Financial Experience August 2008 - July 2012
Job Assistant Vice President, Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
E*TRADE Financial   August 2008 - July 2012
E*TRADE Financial   August 2008 - February 2009

Skills
Asset Allocation, Asset Managment, Investment Advisory, Investment Strategies, Investment Sales, Equity Derivatives, Investment Advisory..., Asset Management, Banking, Portfolio Management, Credit, Investments, Trading, Mutual Funds, Equities, Securities, Finance, Financial Services, Financial Analysis

Education
University of West Georgia - Richard's College of Business   2006 — 2008
Bachelor of Business Administration (BBA), Finance, General

City University of New York   2003 — 2006
Business Administration and Management, General

James Gisondi James Gisondi Houston, Texas Area Details
James Gisondi's E*TRADE Financial Experience May 2011 - April 2012
Job Internal Wholesaler, AIG Financial Distibutors
Industry Financial Services
Experience
AIG Financial Distributors  September 2012 - Present
E*TRADE Financial   May 2011 - April 2012
Fifth Third Securities  November 2008 - May 2011
Morgan Stanley Smith Barney  January 2006 - November 2008

Skills
Strategic Financial..., Financial Advisory, Investments, IRAs, Retirement, 401k, 401k Rollovers, Stock Exchange, Options, Life Insurance, Wealth Management, Defined Benefit

Education
California State University-Sacramento
Economics

San Francisco State University
Economics

University of California, Davis
Economics

Jennifer Henderseon Jennifer Henderseon Brooklyn, New York Details
Jennifer Henderseon's E*TRADE Financial Experience May 2010 - Present
Job Data Scientist / Technical Recruiter at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial   May 2010 - Present

Education
Carnegie Mellon University
Bachelor of Science (BS), Computer Science

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