E*TRADE Financial
Industry: Financial services company
DescriptionE-Trade Financial Corporation is a financial services company organized in Delaware and headquartered in New York City. The company provides services for individuals and institutions that are investing online. Customer service: 80033387233 Headquarters: New York City, New York, United States Subsidiaries: OptionsHouse, LLC, Founders: William A. Porter, Bernard A. Newcomb
E*TRADE Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at E*TRADE Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
E*TRADE Financial Salaries. You can even request information on how much does E*TRADE Financial pay if you want to. Learn about salaries, pros and cons of working for E*TRADE Financial directly from the past employees.
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E*TRADE Financial Employees
Bank of America January 2015 - Present
Currently looking for a job in finance November 2014 - March 2015
Merrill Lynch April 2014 - October 2014
E*TRADE Financial August 2013 - March 2014
E*TRADE Financial February 2007 - August 2013
The Standard May 2000 - November 2002
Skills
Series 7, Leadership, Financial Services, Banking, Management, Securities, Finance, Microsoft Office, salesforce user, Series 63, Series 24, Series 4, Financial Risk, Capital Markets, Equities, Financial Modeling, Risk Management, Relationship Management, Customer Service, Wealth Management, Portfolio Management, Retirement Planning, Investments, Coaching, Uniform Combined State...
Education
University of Florida 2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance
College of Central Florida 2003 — 2004
Associate of Arts (A.A.), Business Administration and Management, General, A
OptionsHouse & Aperture Group, LLC March 2015 - Present
E*TRADE Financial January 2012 - February 2015
optionsXpress August 2009 - January 2012
Domains For Listings, LLC January 2004 - August 2009
Acquity Group April 2007 - February 2009
Independent Consultant July 2004 - February 2007
Skills
Concept Development, User Interface Design, E-commerce, Web Development, Animation, Usability, Photoshop, User Experience, Social Media, Dreamweaver, SEO, Web Design, CSS
Education
Columbia College Chicago 2003 — 2006
BFA, Interactive Arts & Media, Graphics & Animation
Southern Illinois University, Carbondale 2001 — 2003
Digital Media, Mechanical Engineering, Radio / Television
HBK Capital Management October 2010 - December 2014
E*TRADE Financial June 2010 - September 2010
E*TRADE FINANCIAL July 2007 - June 2010
Air2web 2006 - 2006
Skills
Disaster Recovery, Data Center, Perl, TCP/IP, Firewalls, Avaya IP Telephony, Avaya Communication..., Avaya AES, Aruba Wireless, Riverbed, Cisco Technologies, Cisco Nexus, Cisco UCS, Cisco Wireless, Juniper, LAN-WAN, IP Multicast, IPC, Network Design, Network Architecture, Video Conferencing, LifeSize Video..., VPN, Tandberg, Vendor Contracts, Avaya, WAN Optimization, Routing, Cisco IOS, Network Engineering, Networking, Cloud Computing, Vendor Management
Education
Columbia University - Columbia Business School 2015 — 2016
Master of Business Administration (M.B.A.)
Georgia Institute of Technology 2005 — 2007
MS, Electrical and Computer Engineering
University of Mumbai 2001 — 2005
BS, Electronics and Telecommunication
Global Jaunts, Inc. June 2014 - Present
E*TRADE Financial July 2011 - May 2012
UPS October 1994 - February 2010
Skills
Cross-functional Team..., Competitive Analysis, Product Management, Project Management, Marketing Communications, Marketing Strategy, Value Propositions, Web Content Development, Process Redesign, Opportunity..., Sales Training, Sales, Team Building, Strategic Planning, Business Analysis, Project Planning, Content Development, Program Management, Training, Mobile Devices, Strategy, Management, Selling Skills, Process Improvement
Education
Clark Atlanta University 1987 — 1988
M.B.A., Marketing / Information Management
University of Michigan 1978 — 1982
B.A., Education
St. Martin De Porres 1974 — 1978
Diploma, Math / Science
E*TRADE Financial September 2013 - Present
Argon ST May 2011 - September 2013
Skills
Java, JavaScript, Linux, CSS, Programming, Brazilian Portuguese, HTML, jQuery, IntelliJ IDEA, Git, Gradle, Maven, Windows, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, C++, Matlab, Software Engineering, Web Development, Security, Unix, Software Development, Agile Methodologies
Education
The Johns Hopkins University 2012 — 2015
Master's degree, Computer Science
Colorado State University 2006 — 2011
Bachelor of Science (B.S.), Chemical and Biological Engineering
PGi June 2015 - Present
Healthpons June 2014 - Present
RentPath June 2013 - March 2014
Aon eSolutions April 2012 - June 2013
Internap July 2010 - May 2012
ALPHA 1337 Adventures, LLC September 2009 - June 2011
E*TRADE Financial February 2006 - December 2010
CheckFree October 2005 - February 2006
E*TRADE Financial August 2004 - October 2005
Skills
Agile Methodologies, Perl, Linux, Tomcat, Apache, Java, Scrum, Teamwork, Databases, REST, Quality Center, Solaris, Eclipse, SOAP, Microsoft Excel, Shell Scripting, Maven, Windows, Ksh, Security, Jetty, Delegation, Kanban, iBatis, Marketing, Emacs, Team Building, Team Leadership, Spring, SDLC, Sniper
Education
Columbia University in the City of New York 2000 — 2004
BA, Computer Science
Independent Financial Partners December 2010 - November 2012
LPL Finanical November 2007 - December 2010
Invest Financial August 2006 - November 2007
Signal Securities, Inc. January 2006 - August 2006
GunnAllen Financial May 2003 - August 2005
Signal Securities, Inc. April 2002 - May 2003
E*TRADE Financial August 2001 - April 2002
Southwest Securities April 2000 - August 2001
TD Ameritrade February 1999 - March 2000
Skills
FINRA, Series 7, Investment Advisory, 401k, Series 63, Strategic Financial..., Securities, Asset Management, Retirement Planning, Financial Advisory, Financial Planning, Financial Services, Wealth Management, Finance, Retirement, Equities, Mutual Funds
Education
College for Financial Planning 2011 — 2014
Master of Science (MS), Finance
The University of Texas at Austin 1995 — 1997
Bachelor of Science (BS), Communications
Tarrant County College 1993 — 1995
Virginia Military Institute 1993 — 1993
E*TRADE Financial August 2013 - Present
E*TRADE Financial October 2011 - August 2013
Regions Financial Corporation July 2006 - June 2011
SunTrust Bank February 2004 - July 2006
Education
Clark Atlanta University 1998 — 2002
Bachelor of Arts, Business Administration
E*TRADE Financial July 2011 - Present
Ameriprise Financial Services, Inc. February 2007 - July 2011
Edward Jones December 2003 - February 2007
Central Carolina Bank January 2002 - November 2003
Skills
Retirement Planning, Series 7, Annuities, Financial Planning, Investments, Strategic Financial..., Fixed Annuities, Mutual Funds, Series 63, Investment Advisory, Retirement, Wealth Management, Series 24, Financial Planners, 401k Rollovers, Retirement Plan...
Education
Clemson University 1997 — 2001
BS, Marketing/Finance
Franklin Templeton Investments November 2010 - Present
E*TRADE Financial March 2008 - November 2010
Apple January 2006 - March 2008
Infosys @ Cisco , Intel and Ericsson January 2001 - January 2006
Skills
Business Strategy, Business Analysis, Team Leadership, Team Building, Mobile Product..., Distributed Team..., Strategic Planning, Project Management, Program Management, Mobile Applications, Web Applications, Social Media, Web Marketing, Web Content Management, Management, SDLC, Product Management, Project Planning, Competitive Analysis, Leadership, Project Delivery, Agile Project Management, Project Portfolio..., Scrum, Requirements Analysis, Vendor Management, PMP, Software Project..., Cross-functional Team..., Requirements Gathering, PMO, Agile Methodologies, Cloud Computing, Strategy, Software Development, Process Improvement, Mobile Devices, Business Intelligence, Analysis, Integration, IT Strategy, CRM, Consulting, E-commerce, Enterprise Software, SaaS, Analytics
Education
Cochin University of Science and Technology 1998 — 2000
MBA
Mahatma Gandhi University 1994 — 1998
Bachelor of Technology (BTech), Electrical and Electronics
River City Aquatics May 2005 - Present
Urban Land Institute March 2014 - May 2014
City of Tustin March 2014 - May 2014
REDHILL GROUP, INC. September 2013 - December 2013
Badlands Sacramento September 2004 - September 2012
Gap Inc./Gap October 1999 - May 2002
E*TRADE Financial September 1999 - September 2000
Verizon August 1992 - October 1994
Skills
Leadership, Microsoft Word, Qualitative Research, Research, Microsoft Excel, PowerPoint, Teaching, SPSS, Illustrator, Microsoft Office, Team Leadership, Marketing, Public Speaking, Urban Planning, SketchUp, ArcGIS, Policy Analysis, Environmental Policy, GIS, Economics, Land Use Planning, Social Networking, Customer Service, Sustainability, Photoshop, Analysis, Sustainable Design, AutoCAD, Project Planning, Data Analysis, Community Outreach
Education
UCI 2012 — 2014
Master's degree, City/Urban, Community and Regional Planning
Cosumnes River College 2009 — 2011
Associate's degree, Architecture
UC Berkeley 2006 — 2008
Bachelor of Science (BS), Political Economy
TED Conferences July 2015 - Present
UX Focus June 2013 - Present
SmartAsset.com February 2014 - July 2015
Gust April 2012 - May 2013
E*TRADE Financial June 2011 - April 2012
LexisNexis Martindale-Hubbell April 2009 - June 2011
Telmap July 2008 - February 2009
BrainMedia October 2006 - June 2008
BrainMedia October 2005 - October 2006
Christie's Auction House September 2004 - October 2005
Skills
User Experience, Information Architecture, User Interface Design, User-centered Design, Mobile Applications, Mobile Devices, Agile Methodologies, Product Management, Usability Testing, Project Management, User Experience Design, Usability Engineering, SEO, Interaction Design, User Stories, Concept Development, Product Design, Usability, Creative Direction, Wireframes, Web Project Management, Account Management, Analytics, Wire Framing, E-commerce, Contextual Inquiry, SEM, Mobile Design, Mobile Technology, User Research, Competitive Analysis, Heuristic Evaluation, User Interface, Web Development, Content Strategy, Scrum, Experience Design, Human Computer..., Persona, Rapid Prototyping, Web Applications, RUP, XP, Web Analytics, Card Sorting, Information Design, Digital Strategy, Axure
Education
Cornell University 1993 — 1997
Bloomberg February 2015 - Present
WCBS & WCBS-TV 2004 - Present
WallStreetNorth.Communications 2007 - Present
Iona College 2013 - Present
Dow Jones 2013 - 2014
E*TRADE Financial 2001 - 2002
CNN 1994 - 2001
CNBC 1989 - 1993
ABC News 1987 - 1989
Skills
Editing, Admitted to Practice, Radio, Broadcast, Television, Storytelling, Media Relations, Journalism, Corporate Communications, New Media, Crisis Communications, Public Speaking, Radio Producing, Producing, Video, Video Production, Radio Broadcasting, Broadcast Television, News Writing, Media Production, Content Development, Broadcast Journalism, Breaking News, Editorial, Online Journalism, Voice Over, Digital Media, Content Strategy, Blogging
Education
Columbia Law School
Juris Doctor
Columbia University - Graduate School of Journalism
Master of Science
Columbia University in the City of New York
Bachelor of Arts, cum laude, Phi Beta Kappa
Cohen & Steers August 2014 - Present
Cohen & Steers September 2011 - July 2014
UBS Wealth Management January 2010 - September 2011
Bank of America August 2008 - February 2010
E*TRADE Financial February 2007 - July 2008
Skills
Investments, Portfolio Management, Asset Allocation, Mutual Funds, Finance, Corporate Finance, Bloomberg, Banking
Education
Clemson University - College of Business and Behavioral Science 2002 — 2006
BS, Financial Management
PIoneer Financial at Northwestern Mutual 2013 - Present
Thomas Kelly LLC September 2006 - September 2013
THINX March 2013 - August 2013
Genetic Denim June 2012 - April 2013
Hercules Forwarding June 2011 - June 2012
US Mortgage of Florida April 2004 - April 2008
E*TRADE Financial June 2002 - May 2003
Blackwood Securities 2000 - 2001
Education
Cornell University 1995 — 2000
BS: Design and Environmental Analysis, Deans List
Connetquot High School
WyzAnt Tutoring July 2015 - Present
DESIGNATION Labs March 2015 - September 2015
AbelsonTaylor March 2015 - June 2015
E*TRADE Financial February 2013 - March 2015
Walgreens eCommerce February 2012 - February 2013
Aon Hewitt March 2011 - December 2011
Castle Rock Innovations May 2008 - July 2009
Alberto Culver February 2007 - April 2008
Jessie Walker Photography February 2006 - January 2007
Chicago Public Schools August 2005 - February 2006
Skills
User Experience, User Interface Design, Web Design, Interaction Design, Information Architecture, Flash, HTML, User Interface, Dreamweaver, Photography, User Experience Design, Photoshop, Wireframes, User-centered Design, User Research, Mobile Design, Usability Testing, E-commerce, Agile Methodolgy, Design Thinking, WordPress, SEO, Usability, Mobile Applications, Adobe Creative Suite, Creative Direction, Mobile Devices, Axure, Axure RP, Human Computer..., Content Strategy, Web Development, Digital Strategy
Education
The Starter League 2013 — 2013
User Experience Design / Design Thinking / Startup
Columbia College Chicago 2000 — 2005
Bachelor of Arts, Photography
E*TRADE Financial Corporation July 2015 - Present
E*TRADE Financial March 2014 - July 2015
Booz & Company October 2013 - February 2014
Booz Digital December 2012 - February 2014
Booz & Company October 2012 - October 2013
Booz & Company October 2010 - October 2012
Barclays Capital June 2009 - August 2009
Brock Capital May 2008 - August 2008
Benenson Strategy Group August 2007 - January 2008
The Arts Initiative at Columbia University September 2006 - May 2007
Skills
Financial Modeling, Management Consulting
Education
Columbia University in the City of New York 2006 — 2010
Bachelor of Arts, Political Science & Economics, Visual Arts
West Windsor-Plainsboro High School North 2002 — 2006
High School Degree
Morgan Stanley 2013 - Present
E*TRADE Financial November 2010 - May 2013
Carpenter Group February 2010 - November 2010
Siegel & Gale March 2009 - May 2009
Goldman Sachs Asset Management 2001 - December 2008
Trainer Wortham 1999 - 2001
Lazard Asset Management 1997 - 1999
Skills
Social Media, Integrated Marketing, Content Development, Marketing Communications, Brand Management, Digital Strategy, Strategic Communications, Marketing Strategy, Brand Development, Creative Direction, Editorial, Corporate Communications, Brand Awareness, Content Strategy, Branding & Identity, Crisis Communications, Corporate Branding, Building Relationships, Brand Architecture, Marketing, Employer Branding, Digital Marketing, Advertising Agency, Internal Communications, Program Management, Team Management, Relationship Management, Blogging, Communication Skills, Digital Video, Presentation Development, Branded Content, B2B Marketing Strategy, B2C marketing, Vendor Management, Managing Agency...
Education
Columbia University in the City of New York
Masters, Strategic Communications
Fairfield University
BA, Marketing, Communications
School of Visual Arts
Corporate Identity/Branding, Print Production for Designers, Gourmet Typography
DMS Offshore Investment Services Ltd. August 2015 - Present
DMS Offshore Investment Services Ltd. November 2013 - Present
World Trade Financial Group March 2012 - November 2013
Kate Bohner Productions, LLC June 2006 - March 2012
Flywheel Sports November 2010 - January 2012
KBTV November 2006 - December 2008
Living Independently, Inc. October 2001 - March 2007
The Fort Hill Group November 2001 - July 2006
E*TRADE Financial 1999 - 2001
CNBC November 1997 - November 1999
Skills
Blogging, Writing, Editing, Public Speaking, Books, Journalism, Marketing Communications, Marketing Strategy, Spokesperson, Public Affairs, Project Management, Interactive Media, Communications Planning, Media Studies, Strategy, Publicity, Leadership, Strategic Communications, Public Relations, Copywriting, AP Style, Event Planning, Crisis Communications, Social Networking, Digital Media, Content Strategy, Content Development, Marketing, Start-ups, Corporate Communications, Press Releases, Media Relations, Storytelling, Social Media, Speech Writing, Publications, Newsletters, Radio, Entrepreneurship, Copy Editing, New Media, Web Content, Publishing, Social Media Marketing, Internal Communications, Feature Articles, Newspapers, Magazines, Management, Editorial
Education
Columbia University - Graduate School of Journalism 1991 — 1992
M.S., Journalism
University of Pennsylvania 1984 — 1988
B.A., International Studies
E*TRADE Financial February 2014 - Present
Cognizant Technology Solutions March 2007 - January 2014
kran consulting January 2003 - March 2007
Skills
Rahul has 9 years..., HTML, XSL, AJAX, CSS,..., Java, J2EE, Struts,..., ebay v4 architecture, Core Java, Java Enterprise Edition, Servlets, JDBC, JavaScript, Web Services, Tomcat, Spring, Java, Eclipse, XML, Hudson, Agile Methodologies, Subversion, CSS, Struts
Education
Cochin University of Science and Technology 2000 — 2004
Bachelor of Technology (B.Tech.), Electrical, Electronics and Communications Engineering
Saleeby & Associates, Inc February 2010 - Present
E*TRADE Financial January 2007 - December 2007
Edward Jones March 2006 - January 2007
JPMorgan Chase January 2006 - January 2007
US Army January 1985 - March 2006
Skills
Investments, Series 7, Management, Finance, Trading, Time Management, Customer Service, Options, Retirement Planning, Asset Allocation, Mutual Funds, Financial Advisory, Securities, Fixed Annuities, High Net Worth..., Bloomberg, Wealth Management...
Education
College for Financial Planning 1999 — 2005
MS, Financial Planning
University of Missouri-Columbia 1981 — 1985
BA, BA Agricultural Economics
Children's Healthcare of Atlanta December 2011 - Present
McKesson Provider Technologies November 2010 - December 2011
McKesson Provider Technologies September 2009 - October 2010
E*Trade Financial April 2008 - September 2009
MassMutual September 2006 - April 2008
Comcast Cable April 1998 - September 2006
Skills
Virtualization, Server / Desktop..., Windows / Linux / Unix..., Scripting, Process Improvement and..., Infrastructure..., Server / Desktop..., AVL Systems Design and..., Unix, Windows Server, DNS, Disaster Recovery, Active Directory, Servers, VMware, Software Documentation, Linux, Networking, Powershell, Unix Shell Scripting, Process Automation, HTA, HTML, CSS, AutoIt, VBScript, Windows Batch, Visio, Photoshop, Integration, Technical Support, XP, System Deployment, Troubleshooting
Education
Cogswell Polytechnical College 1994 — 1995
B.S. Digital Audio Technology
Training & Classes
AT&T August 2000 - July 2011
E*TRADE Financial August 1998 - August 2000
MCI Corporation June 1994 - March 1998
Skills
Requirements Gathering, Project Management, Management, Vendor Management, Sales, Process Improvement, Project Planning, Call Centers, Customer Service, PMP, Telecommunications, New Business Development, Networking, Budgets, Negotiation
Education
Clark Atlanta University 1989 — 1993
Bachelors of Art, Finance
BevMo! 2012 - Present
Marketing and eCommerce Consulting Services 2011 - Present
BusyLife Software 2012 - 2013
Alibris / Monsoon Commerce 2008 - 2011
Wells Fargo Bank 2007 - 2008
Alibris June 2006 - November 2007
Yahoo! 2002 - 2006
E*TRADE Financial 1999 - 2002
Bank of America 1988 - 1999
Halkis Cement Company SA 1985 - 1988
Skills
E-commerce, P&L Management, Talent Management, B2B, Digital Marketing, Brand Development, Mobile Commerce, Lead Generation, Database Marketing, Salesforce.com, Strategic Partnerships, Customer Acquisition, Web Analytics, Analytics, Direct Marketing, SaaS, Customer Service, Online Advertising, PPC, Marketing Management, Strategic Planning, Marketing Strategy, Business Strategy, Strategy, Online Marketing, Cross-functional Team..., Segmentation, Business Intelligence, Integrated Marketing, Sales, Start-ups, Multi-channel Marketing, Product Marketing, Product Management, Market Research, Mobile Devices, Marketing, Marketing Communications, Leadership, Management, Vendor Management, Marketing Research, Social Networking, User Experience, Program Management, Customer Experience, SEM, Email Marketing, Project Management, CRM
Education
Georgetown University
MSFS, Concentration: International Finance
Colorado College
BA, History/Philosophy
Institute Women's Leadershop
Angeles Wealth Management December 2011 - Present
Carson Wealth Management Group & Peak Advisor Alliance April 2009 - January 2011
Wealth Management Private Equity January 2008 - April 2009
Howard Capital Management June 1994 - November 2007
E*TRADE Financial December 2006 - October 2007
E*TRADE Financial January 2005 - December 2006
Skills
Corporate Development, Wealth Management, Investment Management, Leadership, Alternative Investments, Investment Advisory
Education
Northeastern University - Graduate School of Business Administration
MBA, Finance
University of Pennsylvania
BA, Political Science
Bank of America August 2008 - Present
E*TRADE Financial October 2007 - July 2008
Edward Jones May 2006 - October 2007
Education
College for Financial Planning 2008 — 2008
AAMS, Financial Planning
Solium September 2014 - Present
Solium January 2014 - September 2014
E*TRADE Financial July 2012 - May 2013
E*TRADE Financial June 2010 - August 2010
Corinth-Shiloh Volunteer Fire Department April 2009 - April 2010
Skills
Customer Service, Securities, Equities, Retirement Planning, Retail Banking, Equity Trading, Sales, Equity Compensation, Stock Option, Call Centers, Salesforce.com, Miller-Heiman Strategic..., Zendesk, Relationship Management
Education
Clemson University
Bachelors of Science, Political Science - Global Politics Concentration - Business Administration Minor
PNC April 2014 - Present
E*TRADE Financial 2011 - 2012
Bessemer Trust June 2006 - October 2009
Lehman Brothers 2003 - 2006
Deutsche Bank (Formerly Banker's Trust Co.) 1998 - 2002
Bank of New York Mellon 1997 - 1997
JPMorgan Chase 1995 - 1997
Skills
Bloomberg, Equities, FX Options, Prime Brokerage, Trading, Securities, Financial Risk, Risk Management, Back Office, Hedge Funds, Trading Systems, Banking, Cash Management, Settlement, Fixed Income, Financial Services, AML, Derivatives, Mutual Funds, Analysis, Account Reconciliation, Middle Office, Series 7, Series 63, Relationship Management, Investments, KYC, Foreign Exchange, Operational Risk, Finance, Operational Risk..., Corporate Actions
Education
City University of New York-John Jay College of Criminal Justice 1987 — 1989
Law Enforcement Administration
Operations Specialist Securities Industry January 2015 - Present
E*TRADE Financial November 2013 - August 2014
COUNTRY Financial® February 2013 - July 2013
COUNTRY Financial® September 2010 - February 2013
COUNTRY Financial® January 2009 - September 2010
Skills
If being a "people..., Marketing, Access, Microsoft Excel, Sales, Microsoft Word, Investments, Microsoft Office, Insurance, Event Planning, Public Speaking, Time Management, Outlook, Data Entry, Strategic Planning, Customer Service, Project Management, Leadership, PowerPoint, Team Building, Employee Benefits, Term Life Insurance, Customer Satisfaction, Management, Coaching, Recruiting, IRAs, Property & Casualty..., Training, Universal Life, Customer Retention, Whole Life, 401k, Mutual Funds, Umbrella Insurance, Retirement, Disability Insurance, Long Term Care Insurance, Life Insurance, Finance, Series 6, Homeowners, Fixed Annuities, Series 63, Long-term Care, Casualty, Health Insurance
Education
Cleveland State Alumni 2003 — 2006
Bachelor's Degree, Criminology
Cleveland State University 2003 — 2006
Bachelor of Arts (BA), Sociology
E*TRADE Financial October 2010 - Present
Infosys August 2007 - October 2010
Education
Cornell University 2004 — 2007
Bachelor of Science (BS), Electrical and Computer Engineering
Northwestern University 2003 — 2004
The Richman Group July 2012 - Present
The Richman Group January 2012 - June 2012
Platino Properties January 2008 - April 2011
E*TRADE Financial September 2006 - October 2007
E*TRADE Financial January 2006 - September 2006
Skills
Excel, SketchUp, PowerPoint, Due Diligence, Real Estate, Financial Modeling, Microsoft Excel, Real Estate Development, Analysis
Education
Columbia University in the City of New York 2011 — 2012
Master of Real Estate Development
Washington University in St. Louis 2001 — 2005
B.A., Major in International Studies, Minors in Writing and French
Sutter Health April 2012 - Present
Macy's December 2011 - January 2012
E*TRADE Financial 2000 - 2001
Skills
Waxing, Microdermabrasion, Chemical Peels, Acne, Customer Service, Aesthetics, Skin Care, Cosmetics, Spa, Makeup Artistry, Retail, Beauty, Beauty Industry, Event Planning, IDX, Treatment, Event Management, Spanish
Education
Federico Beauty Institute 2010 — 2010
Esthetician license, Esthetic's
Sierra College 2006 — 2010
Associate of Arts (AA), Art/Art Studies, General
Sierra College 2006 — 2010
Associate of Arts (AA), Art History, Criticism and Conservation
College of the Redwoods 2002 — 2005
Art/Art Studies, General
Northwestern Technical Institute 1999 — 2000
Network Administrator, Novell Netware
Sacramento City College 1997 — 1998
Criminal Justice and Corrections
Wells Fargo Advisors, LLC 2007 - Present
Charles Schwab Bank 2003 - 2007
E*TRADE Financial 2000 - 2003
Skills
Retirement Planning, Investments, Asset Allocation, Financial Services
Education
Clemson University 1981 — 1984
BA Administrative Mgmt, Management, Finance
Investment Technology Group (ITG) February 2008 - Present
E*TRADE Financial June 2006 - January 2008
Skills
Series 7, Algorithms, Equity Trading, Electronic Trading, Product Management, Dark Pools, Trading Systems, Equities, Trading, Futures Trading, Hedge Funds, Securities, Bloomberg, Asset Management, TCA, Execution Management..., Market Data, Equity Derivatives, Series 63, FINRA, Options, Trading Strategies, ETFs
Education
Colgate University 2002 — 2006
Dual Bachelor's, Economics, History
The Place Media Group 2009 - 2010
Source Interlink 2004 - 2009
E*TRADE Financial 1998 - 2001
Skills
Advertising, Trade Shows, Account Management, Blogging, Marketing Strategy, Marketing, Event Management, Sales, Magazines, Digital Media, Email Marketing, Online Advertising, Cold Calling, Lead Generation, Social Media, Social Media Marketing, Digital Marketing, Advertising Sales, Publishing
Education
Colorado State University 1992 — 1996
Bachelor of Arts, Speech Communication
E*TRADE Financial February 2011 - Present
Charles Schwab April 2005 - February 2011
Charles Schwab May 2003 - April 2005
Charles Schwab May 2000 - May 2003
Skills
Investment Advisory, Series 65, Investment Strategies, Wealth Management, Asset Allocation, Retirement Planning, 401k, Series 7, Series 63, Uniform Combined State..., Mutual Funds, Series 66, Separately Managed..., Institutional Accounts, Wealth Management..., Investment Management, Separate, Bonds
Education
College for Financial Planning 2012 — 2012
CRPC Designee
Colorado State University 1994 — 1999
BS, Business Administration
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
Bank of China International (BOCI) Commodities & Futures (USA) LLC July 2013 - Present
Sabeena Ahmed PC February 2013 - Present
E*TRADE Financial February 2013 - June 2013
Alpari (US), LLC 2008 - February 2013
Bank of New York Mellon January 2007 - June 2008
Financial Industry Regulatory Authority (FINRA) 2006 - 2007
State of New Jersey Office of the Attorney General, Securities Fraud Prosecution Division 2005 - 2006
Merrill Lynch 2004 - 2005
Skills
Securities Regulation, FINRA, Corporate Law, Securities, Legal Research, Financial Markets, Corporate Governance, Intellectual Property, Due Diligence, Legal Writing, Capital Markets, Derivatives, AML, Litigation, Financial Regulation, Legal Compliance, Options, Equities, Engaging Speaker, Foreign Exchange, FX Options, KYC, Mutual Funds, Banking, Dodd-Frank, SEC, Commodity, Prime Brokerage, Alternative Investments, Swaps, Equity Derivatives, Anti Money Laundering
Education
Columbia University - School of International and Public Affairs
M.A., International Relations/Political Science
Fordham University School of Law
J.D., Law
Markville Secondary School
St. John's University School of Law
J.D., Law
University of Toronto - New College
Honours B.A., Criminology/Political Science
William Mitchell College of Law
Law
E*TRADE Financial July 2011 - Present
E*Trade Financial 2006 - July 2011
TD Ameritrade May 1993 - July 2006
A.G. Edwards & Sons, Inc. August 1992 - February 1993
Skills
Relationship Management, Sales Management, Risk Management, CRM, Leadership, Sales Process, Management, Recruiting, Sales, Finance, Strategic Financial..., Coaching, Marketing Strategy, Asset Allocation, Financial Advisory
Education
St. Lawrence University 1988 — 1992
Bachelor's Degree, Economics
College for Financial Planning 2005 — 2008
Certification, CFP Certification Professional Education Program
IBM Southeast Employees' Federal Credit Union June 2015 - Present
E*TRADE Financial December 2014 - January 2015
Atlanta Postal Credit Union April 2013 - December 2014
The Coca-Cola Company August 2012 - December 2012
Wells Fargo March 2012 - August 2012
Pan American Bank September 2010 - March 2012
Skills
Marketing, Financial Analysis, Credit Analysis, Sales, Leadership, Customer Service, Microsoft Office, Microsoft Excel, Social Media Marketing, PowerPoint, Social Media, Management, Business Development, Forecasting
Education
Clark Atlanta University 2005 — 2010
Bachelor of Arts (B.A.), Business Marketing
United States Department of Transportation December 2012 - November 2014
Department of Housing and Urban Development January 2012 - December 2012
FDIC October 2008 - February 2012
FDIC October 2008 - September 2010
Internal Revenue Service January 2008 - October 2009
E*TRADE Financial June 2007 - November 2007
Merrill Lynch March 2006 - May 2007
Edward Jones Investments August 2005 - March 2006
Wachovia Bank November 2003 - March 2005
Washington Mutual Bank November 2002 - December 2003
Skills
Loans, Banking, Asset Management, Investments, Equities, Wealth Management, Portfolio Management, Financial Analysis, Compliance, Customer Relations, Risk Management, Customer Service, Insurance, Financial Services, Accounting, Software Documentation, Analysis, Leadership, Management, Real Estate, Policy, Commercial Lending, Credit, Mortgage Lending, Auditing
Education
Clark Atlanta University
Masters, Business Administration; Business Administration
Ohio University
BSC, Telecommunications
E*TRADE Financial May 2011 - Present
Charles Schwab & Co., Schwab Bank March 2008 - September 2010
Fidelity Investments November 2005 - March 2008
Wells Fargo, Private Client Services October 2003 - November 2005
Prudential Securities, Inc September 2000 - October 2003
Lucent Technologies February 1998 - February 2000
Skills
Investments, Strategic Financial..., Portfolio Management, Wealth Management, Retirement Planning, Finance, Series 7, Start-ups, Retirement, Securities, Banking, Series 63, Investment Strategies
Education
College for Financial Planning
AAMS, CRPC, Asset Management and Retirement Planning
University of California, Santa Cruz
Bachelor of Arts, Economics
University of Phoenix
Master, Business Administration
E*TRADE Financial November 2006 - October 2009
Capital Funding and Mortgage Group February 2006 - August 2006
Edward Jones Investments June 2005 - January 2006
Education
College of Charleston 2001 — 2005
B.S., Business Administration
College of Charleston
Bachelor of Science, Business Administration
Decatur High
Woodside Credit Corporation July 2010 - Present
Woodside Credit Corporation June 2009 - July 2010
Woodside Credit Corporation October 2007 - January 2009
GE Money November 2005 - October 2007
E*TRADE Financial October 2002 - November 2005
Deutsche Financial Services May 2000 - October 2002
Marriott International June 1993 - May 2000
Skills
Credit, Customer Relations, Credit Analysis, Underwriting, Consumer Lending, Risk Management, Compliance, Banking, Credit Risk, Financial Analysis, Customer Service, Loans, Excel, Process Improvement, Accounting, Financial Reporting, Account Management, Word, Access, Risk, Negotiation, Financial Services, Microsoft Word, Small Business Lending, Management, Loan Origination, Financial Risk, Forecasting, Business Analysis, Microsoft Excel, Finance, Business Planning, Valuation, Strategic Planning, Financial Modeling, Executive Management, Commercial Lending, Portfolio Management, Investments, Asset Management, Business Development, Due Diligence, Sales, Strategic Financial..., Sales Management, Credit Management, Credit Scoring, Executive Development, Marketing
Education
Concordia University Irvine
Bachelor of Business Administration (B.B.A.), Organizational Leadership
Orange Coast College 1993 — 1995
AA
Santiago high school
Barclays Wealth and Investment Management July 2013 - Present
Barclays Capital 2013 - 2013
Scivantage 2011 - 2012
E*TRADE Financial April 2011 - July 2011
Wachovia Wells Fargo Financial June 2007 - December 2010
Wells Fargo Advisors June 2007 - December 2010
Wachovia Secs 2005 - 2007
FINAMEX INTL 1999 - 2001
Amalgamated Bank of South Africa 1998 - 1999
US Trust 1986 - 1988
Skills
Wealth Management, Access, Investments, Business Strategy, Stocks, Risk Management, Settlement, Fixed Income, Customer Service, Mutual Funds, Portfolio Management, Analysis, Microsoft Excel, Requirements Analysis, Financial Analysis, Loans, Bloomberg, Credit, SQL, Equities, Trading, Management, Corporate Actions, Euroclear, Financial Services, Vendor Management, Banking, Business Analysis, Asset Managment, Process Improvement, Team Building, Project Management, Back Office, Microsoft Office, Testing, Asset Management, SDLC, Finance, Bonds, Financial Risk, Change Management, Securities, Financial Markets, Team Leadership, Training, Relationship Management, Capital Markets, Executive Management, Business Requirements, Leadership
Education
City University of New York-John Jay College of Criminal Justice 1990 — 1991
NO, FIRE SCIENCES
Pace University 1982 — 1984
Project Management
Deloitte August 2011 - Present
MicroVest Capital Management, LLC October 2010 - May 2011
Taylor-DeJongh May 2010 - October 2010
American World Services April 2009 - September 2009
U.S. Department of State January 2009 - April 2009
Peace Corps June 2006 - September 2008
Tower Mortgage June 2005 - June 2006
E*TRADE Financial September 2002 - June 2004
Education
The George Washington University - School of Business 2009 — 2011
MBA, International Business
The George Washington University 2008 — 2011
MA International Trade and Investment Policy, International Business
Clemson University 1997 — 2001
Bachelor of Science, Economics
E*TRADE Financial November 2010 - Present
Mantara May 2009 - October 2010
Lab49 March 2008 - March 2009
Lehman Brothers May 2006 - March 2008
Codestreet August 2003 - May 2006
Reuters May 2000 - August 2003
Goldman Sachs 1994 - 2000
CS First Boston 1993 - 1994
IBM Thomas J Watson Research Center 1985 - 1993
Skills
Linux, C++, Multithreading, Distributed Systems, Trading Systems, Market Data, Software Development, Java, C#, C, TCP/IP, Algorithms, Programming, Unix, Enterprise Software
Education
Columbia University in the City of New York
MS
Columbia University in the City of New York
BS
Clean the World August 2014 - Present
Fiserv February 2013 - May 2015
Fiserv April 2011 - January 2013
CashEdge March 2008 - April 2011
E*TRADE Financial January 2002 - November 2007
Octopus Software August 2000 - November 2001
DST Systems January 1999 - August 2000
International Billing Services (Sold to DST 12/98) March 1996 - December 1998
Ziff Davis Market Intelligence June 1992 - March 1996
Skills
Software, Marketing Strategy, Financial Services, Mergers, Business Development, SaaS, Mergers & Acquisitions, Wealth Management, Strategy, Management, Program Management, Investments, Start-ups, Consulting, Relationship Management, Business Strategy, Product Management, CRM, Salesforce.com, Leadership, Marketing, Outsourcing, Risk Management, Executive Management, Strategic Partnerships, Sales Management, Enterprise Software, Analytics, Sales, Competitive Analysis
Education
Columbia University - Columbia Business School
MBA
Connecticut College
BA
Lightt, now part of Mitú, the world's largest Latino digital content network March 2012 - February 2015
Start up April 2011 - May 2014
Twitter July 2011 - October 2011
GreenRoad September 2009 - April 2011
Lending Club January 2009 - September 2009
MarketTools / Zoomerang September 2005 - February 2009
E*TRADE FINANCIAL September 1995 - June 2004
Skills
Strategic Partnerships, Strategy, Strategic Planning, Start-ups, Product Management, Product Marketing, Analytics, Online Advertising, Marketing Strategy, Market Research, Entrepreneurship, Marketing, Integrated Marketing, Mobile Devices, Competitive Analysis, SaaS, SEM, Social Media Marketing, E-commerce, Go-to-market Strategy, Online Marketing, Digital Marketing, Customer Insight, Social Media, Lead Generation, Business Strategy, Product Development, Cross-functional Team..., Marketing Communications, SEO, User Experience, Mobile Marketing, Digital Strategy, Business Development, Email Marketing, Web Analytics, Marketing Research
Education
Cornell University
MA, East Asian Studies
University at Buffalo
BA, English Literature, Political Science
Urban Lending Solutions December 2014 - Present
Stearns Lending July 2013 - December 2014
Stearns Lending September 2012 - July 2013
PNC Mortgage March 2011 - September 2012
MarketSource Inc. August 2010 - March 2011
EDMC March 2008 - August 2008
PLS Logistics August 2007 - March 2008
Fidelity Mortgage March 2007 - August 2007
E*TRADE Financial December 2005 - March 2007
Skills
Customer Service, Cold Calling, Account Management, Salesforce.com, Sales, Mortgage Lending, Mortgage Banking, Finance, Project Finance, Presentations, Sales Presentations, Solid Presentation..., Client Development, Loans, Retail, Management, Credit, Loan Origination, FHA, Sales Operations, Customer Retention, Relationship Management, Insurance, Building Relationships, Retail Banking, CRM, Sales Process, Coaching, Direct Sales, Call Centers, Marketing, Team Building, Sales Management, Training, Consumer Lending, Leadership, Real Estate, Commercial Lending, Banking, Credit Analysis, Customer Satisfaction, Residential Mortgages, Negotiation, Refinance, Selling, Financial Analysis, USDA, Underwriting, First Time Home Buyers, Mortgage Underwriting
Education
Point Park University
Bachelor of Arts (BA), Behavioral Sciences, 3.745
Community College of Allegheny County
Associate of Science (AS), Information Technology, 3.62
Ohio University
FCB Global January 2013 - Present
Google / YouTube [The ZOO] May 2012 - December 2012
Baruch College February 2003 - December 2012
Omnicom Media Group /Annalect/PHD Media 2011 - April 2012
User Journey Marketing Lab April 2009 - 2010
R/GA- Interpublic September 2007 - March 2009
INITIATIVE - Interpublic January 2006 - October 2007
EURO RSCG KLP October 2003 - December 2005
User Journey Marketing Lab May 2002 - September 2003
E*TRADE FINANCIAL April 2001 - April 2002
Skills
Account Management, Digital Marketing, Multi-channel Marketing, Digital Strategy, Communications Planning, Creative Services, Consumer Insights, Data Strategy, Emerging Platforms, Social Media, SEM, Website Development, Video, Display Advertising, Online Advertising, Google Analytics, Advertising, Marketing Strategy, Google Adwords, Marketing Communications, SEO, Web Analytics, Social Networking, Analytics, Data, Customer Insight, Marketing Management, Integrated Marketing, Digital Media, Start-ups, Corporate Communications, Product Marketing, Interactive Marketing, Mobile Marketing, Brand Development, Marketing, Strategy, Blogging, Content Strategy, B2B, Emerging Markets, Media Planning, Online Marketing, Public Relations, Press Releases, Creative Strategy, Facebook, Web Marketing, New Media, Direct Marketing
Education
Columbia University - School of International and Public Affairs
Master of Arts (M.A.), International Relations/Marketing
University of Wisconsin-Madison
BA, International Relations/Marketing
General Assembly
Digital Marketing Certificate
Merrill Lynch July 2013 - Present
E*TRADE Financial May 2011 - March 2013
E*TRADE Financial June 2010 - May 2011
E*TRADE Financial June 2008 - June 2010
E*TRADE Financial November 2007 - May 2008
E*TRADE Financial April 2006 - November 2007
Bank of America August 2003 - April 2006
Skills
Series 7, Series 63, Banking, Uniform Combined State..., Securities, 10b5-1 Plans, Rule 144, Executive Services, Restricted Stock, Stocks, Block Trading, ESPP, Salesforce.com, Microsoft Office, Employess Stock Options, Section 16, Administrative Work, Series 66, Wealth Management..., Relationship Management
Education
Clark Atlanta University 1998 — 2003
Bachelor of Arts, Business Administration; Marketing
Samsung Electronics America April 2015 - Present
Jack Welch Management Institute December 2014 - Present
Leadership XChange July 2008 - Present
Pivot Leadership December 2010 - Present
iVibe Global April 2010 - Present
Manhattanville College Graduate School of Management March 2000 - March 2015
E*TRADE Financial December 2010 - March 2014
UNICEF March 2009 - March 2010
Fairleigh Dickinson University January 1998 - May 2009
Conversant August 2007 - August 2008
Skills
Organizational..., Coaching, Leadership Development, Talent Management, Change Management, Performance Management, Strategy, Employee Engagement, Program Facilitation, Business Transformation, Higher Education, Innovation, Knowledge Management, Strategic Planning, Employer Branding, Leadership, Team Building, Management Development, Executive Coaching, Executive Development, Business Intelligence, Training Delivery, Personal Development, Workshop Facilitation, Recruiting, Performance Improvement, Project Planning, Marketing, Training, Employee Relations, Program Management, Succession Planning, New Business Development, Instructional Design, Organizational Design, Management Consulting, Executive Management, Team Management, Strategic Thinking, Career Counseling, Career Development, Culture Change, MBTI, Consulting, 360 Feedback, Personnel Management, Organizational..., Internal Communications, Onboarding, Human Resources
Education
Baruch College, City University of New York (CUNY) 2014 — 2014
iCoach Executive Coaching Program
Hofstra University 1988 — 1992
PHD, Organizational Development
Cornell University 1985 — 1987
BS, Human Ecology
State University of New York College at Oswego 1983 — 1985
Business
Keanr, Inc. January 2015 - Present
The MacKenzie Group 1999 - Present
Deem, Inc. 2014 - 2015
Cost Cooperative (acquired) June 2012 - February 2014
RapidBuyr (acquired BizDeals) November 2011 - April 2012
Cypress Partners, LLC December 2009 - March 2012
Bizdeals (acquired by RapidBuyr) November 2010 - November 2011
Demandline.com 1999 - 2000
E*TRADE Financial 1998 - 1999
CSC Index 1996 - 1998
Skills
Strategic Partnerships, Business Strategy, Business Development, Leadership Development, Start-ups, Entrepreneurship, Recruiting, E-commerce, Executive Coaching, Financial Services, Fundraising, Venture Capital, Marketing Strategy, CRM, Mergers & Acquisitions, Corporate Development, SaaS, Strategy, Consulting, Management Consulting, Leadership, Strategic Planning, Executive Management, B2B, Change Management, Management, Marketing, Team Building, Product Development, Sales, Sales Operations, Professional Services, Process Improvement, Analysis, Integration, Competitive Analysis, Product Management, Cross-functional Team..., Business Planning, Lead Generation, Business Intelligence
Education
University of Michigan - Stephen M. Ross School of Business 1986 — 1988
MBA
Cornell University 1979 — 1983
BS
www.TraderMob.com August 2014 - Present
OptionTiger.com February 2012 - Present
Vamoose November 2010 - October 2011
Zyncorp, LLC October 2005 - March 2010
EveryPlayer May 2005 - November 2007
ETrade Financial March 2004 - January 2005
Crescent Systems, LLC March 1997 - April 2004
Kanbay / Motorola June 1994 - September 1997
Syntel / KMart Corp January 1992 - October 1993
IBM Consultant June 1990 - December 1991
Skills
Trading, Options, Social Media, Start-ups, Entrepreneurship, Business Strategy, Venture Capital, Equities, Private Equity, Business Development, Investments, Management, Financial Markets, Online Marketing, Commodity, Business Planning, Leadership, Executive Management, Market Research, Strategy, Finance, International Business, SEO, Consulting, Analysis
Education
Columbia University - Columbia Business School
MBA
London Business School, U. of London
MBA
College of Engineering Pune
B.E., Mechanical Engineering
Deloitte August 2014 - Present
Deloitte November 2012 - August 2014
Deloitte & Touche LLP February 2008 - November 2012
Etrade Financial July 2006 - February 2008
HBO March 2003 - July 2006
Ernst & Young October 1999 - October 2002
Education
Columbia University in the City of New York
MS
Taipei American School
Trinity College-Hartford
BA
Akibia March 2008 - Present
Akibia, Inc March 2008 - Present
E*TRADE Financial October 2007 - March 2008
ARETE / Virginia Information Technology Agency July 2007 - October 2007
Marsh - MGTI April 2007 - July 2007
Getronics May 2005 - April 2007
Radian Insurance July 2004 - February 2005
Home Land Security & U.S. Department of Transportation February 2004 - July 2004
Icon Office Solutions June 2003 - February 2004
Skills
Servers, Diagnostics, DHCP, Hardware, HP, Data Center, Operating Systems, VPN, Troubleshooting, Computer Hardware, DNS, Security, Disaster Recovery, Firewalls, System Administration, Active Directory, Windows 7, TCP/IP, Network Security, Windows, Windows Server, Hardware Diagnostics
Education
University of Maryland University College 2011 — 2014
Master's Degree, CyberSecurity, 3.2
University of Maryland University College 2011 — 2012
Graduate Certificate, Cyber/Computer Forensics and Counterterrorism, B+
Temple University 1999 — 2002
BACHELOR, BUSINESS ADMINISTRATION / COMPUTER & INFORMATION SCIENCE2002
Community College of Philadelphia 1993 — 1995
ASSOCIATES, GENERAL STUDIES
E*TRADE Financial March 2006 - August 2011
Manpower Inc. February 2001 - February 2006
Data Partners July 2000 - February 2001
Skills
Recruiting, Applicant Tracking..., Sourcing, Interviews, Human Resources, Performance Management, Temporary Placement, Contract Recruitment, Sales, Management, Leadership, Hiring, Screening, Benefits Negotiation, CRM, Technical Recruiting, Talent Acquisition, Salary Negotiations, Full-life Cycle..., New Hire Orientations
Education
City University of Seattle 2000 — 2001
SHRM Employee Relations, SHRM Strategic Human Resources Management, SHRM PHR Certification Course
Centralia College
General Studies
Scottrade September 2014 - Present
Naperville Central August 1999 - Present
E*TRADE Financial January 2009 - September 2014
E*TRADE Financial February 2005 - January 2009
Skills
Series 7, Mutual Funds, Series 63, Equities, Investments, Wealth Management, Securities, Retirement Planning, Portfolio Management, Fixed Income, Asset Allocation, Strategic Financial..., Investment Advisory
Education
Coe College 1993 — 1997
Bachelor's degree, Business Administration and Management, General
TriState Capital Bank April 2015 - Present
PNC July 2012 - April 2015
PNC February 2007 - July 2012
E*TRADE Financial March 2006 - September 2006
MortgageIT January 2005 - February 2006
National City Bank June 2002 - January 2005
Allegheny County February 2001 - June 2002
Mellon Bank June 1998 - October 2000
Skills
Credit, Underwriting, Accounting, Funding, Banking, Excel, Outlook, Access, Customer Service, Word, Credit Analysis, Budgeting, Loans, Documentation, Analysis, Compliance, Insurance, PowerPoint, Customer Relations, Mortgage, Microsoft Office, Pricing, Team Building, Real Estate, Financial Reporting, Accounts Receivable, Investments, SOX, Negotiation, Teamwork, Risk, Accounts Payable, Process Improvement
Education
Community College of Allegheny County 1995 — 2001
Accounting
Reilly Financial Advisors October 2013 - Present
Scottrade August 2012 - October 2013
TD Ameritrade April 2011 - May 2012
TD Ameritrade August 2009 - March 2011
TD Ameritrade October 2008 - July 2009
TD Ameritrade September 2007 - October 2008
E*TRADE Financial October 2005 - September 2007
Harrisdirect January 2005 - October 2005
Harrisdirect June 2003 - December 2004
Harrisdirect January 2003 - May 2003
Skills
Mutual Funds, Options, Series 63, Trading, Series 7, Series 24, Investments, Securities, FINRA, Leadership, Sales, Business Development, Uniform Combined State..., Asset Allocation, Marketing, Wealth Management, Investment Advisory, Financial Services, Relationship Management
Education
Concordia College 1987 — 1989
Bachelor's degree, Organizational Communication, General
College of Lake County 1977 — 1978
Associate's degree
PwC March 2013 - Present
E*TRADE Financial October 2011 - March 2013
PNC Wealth Management January 2009 - October 2011
Skills
Tax, Asset Managment, Tax Advisory, Tax Preparation, Tax Returns, Estate Tax Planning, Private Foundations, Withholding, Payment Systems, Relationship Management, High Net Worth..., Cost Basis Reporting, Options, Financial Analysis, Financial Modeling, Gift Tax, Tax Law, Wealth Management, Wealth Management...
Education
Cleveland State University 2007 — 2008
Master of Business Administration (M.B.A.), Taxation
Ohio University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
DEB USA via TalentBridge February 2015 - Present
Bank of America via Signature Consultants August 2014 - February 2015
LPL Financial via TalentBridge May 2014 - August 2014
Advance Health, Inc via Aerotek 2013 - 2014
Wells Fargo 2012 - 2013
Myrtle Beach Vacation Rentals, Inc. 2006 - 2012
E*TRADE Financial 2001 - 2005
Skills
Accounts Receivable, Access, Finance, Accounting, Financial Accounting, Accounts Payable, Microsoft Excel, GreatPlains, Microsoft Dynamics, SharePoint, QuickBooks, Outlook, VBA, FileNet, Billing, SQL, Kana, Salesforce.com, Five9, Statistical Data..., Data Mining, Data Analysis, Database Administration, Strategic Planning, Strategic Financial..., Document Management, Technical Writing, Risk Management, Risk Assessment, Financial Analysis, Financial Reporting, Reporting & Analysis, Risk Analysis, Compliance, Cloud Computing, Grid Computing, Training, Technical Support, Troubleshooting, Online Support, Analytics, Bookkeeping, Managerial Finance, Financial Services, Java, Logistics Management, Office Administration, Project Management, Quality Assurance, Qualitative Research
Education
Coastal Carolina University 2007 — 2009
Bachelor's Degree, Business Administration and Finance, 3.11
Horry-Georgetown Technical College 2006 — 2007
Associate's degree, Business Administration and Management, General, 3.92
Currently Seeking New Role Business Analyst
E*TRADE Financial February 2007 - August 2008
E*TRADE Financial January 2006 - February 2007
AXA February 1997 - March 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Community College of Allegheny County
Associate's degree, Paralegal, General Studies
Forward December 2002 - November 2012
ReFlow Management,(a Sutton Place Management service company) January 2002 - December 2010
E*TRADE Financial July 1998 - June 2001
Price Waterhouse 1995 - 1998
Peterson Consulting 1993 - 1995
IDD Information September 1986 - December 1990
Skills
Mutual Funds, Asset Managment, Investment Management, Financial Modeling, Strategic Consulting, Business Development, Financial Analysis, Strategic Financial..., Intellectual Property..., Operating Budgets, Acquisition Integration, Financial Reporting, Executive Reporting, Product Development, Product Management, Production Planning, Business Efficiency, Operating Efficiencies, Project Management, Project Planning, Project Coordination, Growth Strategies, Strategic Planning, Business Planning, Business Analysis, Business Modeling, Asset Management, Financial Planning, Executive Management, Strategy, Mergers & Acquisitions, Investments, Finance
Education
Columbia University - Columbia Business School 1990 — 1991
MBA, Finance, Marketing
Northwestern University 1982 — 1986
BA, Economics
Mobile Accord, Inc. 2012 - Present
MBH Enterprises 2005 - 2012
E*TRADE Financial 2000 - 2005
Skills
Mergers, Corporate Development, Private Equity, Venture Capital, Investments, Due Diligence, Start-ups, Asset Managment, Executive Management, Financial Services, Financial Modeling, Strategic Planning, Securities, Capital Markets, Strategic Partnerships, Hedge Funds, Valuation, Portfolio Management, Entrepreneurship, Mergers & Acquisitions
Education
Columbia Business School 1994 — 1996
MBA
Columbia University School of Law 1992 — 1996
Doctor of Law (JD)
Tufts University 1988 — 1992
BA, Political Science
BAE Systems July 2011 - Present
New York Life Insurance Company September 2009 - November 2010
Air Force Reserves August 2004 - November 2009
AlphaStream Portfolios September 2007 - March 2009
AlphaStream Portfolios September 2007 - March 2009
Ideas 4 Success 2008 - 2009
E*TRADE Financial January 2006 - September 2007
E*TRADE Financial January 2006 - September 2007
Amber C. Johnson August 2006 - February 2007
The Automatic October 2004 - April 2005
Skills
Series 7, Series 63
Education
Community College of the Air Force 2004 — 2005
Information Analyst
Haywood Community College
Professional Woodworking and Design
Columbia College
Community College of the Air Force
AA, Communications Applications Technology
Haywood Community College
Design
Southern New Hampshire University
Computer Information Technology
Xoom.com April 2011 - Present
CafePress.com March 2008 - April 2011
Pay By Touch November 2005 - March 2008
E*TRADE Financial April 1997 - November 2005
Square Earth, Inc. August 1995 - April 1997
JP Morgan, Inc June 1993 - June 1995
Skills
Cross-functional Team..., Product Management, Management, Corporate Finance, Strategy, User Experience, Marketing, Product Development, Mergers & Acquisitions, Business Strategy, Retail, Web Applications, Business Operations, Start-ups, Analytics, E-commerce, Mobile Payments, Leadership, Customer Experience, Business Planning
Education
NYU Stern School of Business 1993 — 1996
MBA, Finance
Colgate University 1989 — 1993
BA
DeweyMedia Partners February 2008 - Present
North Bridge Productions January 2003 - February 2008
E*TRADE Financial October 2001 - March 2002
Gomez Advisors February 2000 - May 2001
CNN November 1995 - February 2000
CNBC 1994 - 1994
BBDO 1986 - 1990
Ogilvy & Mather 1984 - 1987
Skills
Journalist, Photographer, Innovative Problem..., Video Production, Video, Journalism, Social Media, Social Media Marketing, Writing, Digital Media, Television, Film, Online Marketing, Television Production, Copywriting, Online Advertising, Media Relations, Creative Direction, Content Strategy, Editing, Storytelling, New Media, Broadcast, Documentaries, Multimedia, Corporate Communications, Photography, Entertainment, Producing, Advertising, Commercials, Publishing, Film Production, Marketing Strategy, Radio, Digital Video, Media Production, Video Editing, Camera, Broadcast Journalism, Editorial, Publications, Web Video, Final Cut Pro, Field Producing, Web Content, News Writing, Broadcast Television, Breaking News, Videography
Education
Columbia University - Graduate School of Journalism 1993 — 1994
1994
Duke University 1980 — 1984
BA
The Lawrenceville School 1976 — 1980
Haverford
First National Capital Markets August 2014 - Present
First National Capital Markets June 2010 - Present
First National Capital Markets June 2008 - June 2010
First National Capital Markets September 2002 - June 2008
E*Trade Financial September 2001 - September 2002
Brennan Financial Services February 2001 - September 2001
TD Ameritrade July 1998 - January 2001
Education
Creighton University 1994 — 1998
BA, Psychology
Marian High School 1990 — 1994
McKesson Specialty Health September 2015 - Present
McKesson Specialty Health December 2012 - August 2015
McKesson Specialty Health May 2012 - December 2012
McKesson Specialty Health 2007 - May 2012
OTN (now a McKesson company) 2005 - 2007
E*TRADE FINANCIAL 1998 - 2005
AT&T Asia/Pacific April 1997 - November 1997
Sequent Computer Systems July 1995 - April 1997
Pacific Rim Forum April 1994 - August 1995
Mitsui (SEMIA, Inc. JV with Sumitomo Electronics) September 1991 - August 1993
Skills
Cross-functional Team..., Strategy, Product Management, Business Development, Sales Operations, Product Marketing, Team Building, Product Launch, Healthcare, Marketing Strategy, Program Management, Sales Effectiveness, Consultative Sales..., Business Planning, International Marketing, Mentoring
Education
Wellesley College 1987 — 1991
B.A.
Columbia University 1988 — 1988
n/a
FreeCleanSolar.com April 2007 - Present
Market Leader 2007 - 2008
Answer Financial January 2006 - March 2007
Bank of America October 2003 - December 2005
E*TRADE Financial September 2002 - October 2003
Stockton Financial January 2002 - August 2002
NextCard August 1997 - March 2001
Quote.com January 1997 - August 1997
KeyBank May 1993 - January 1997
IBM May 1986 - April 1993
Skills
Business Development, Brand Advertising, Interactive Media, Business Formation, Strategic Planning, Customer Acquisition, CRM, Start-ups, Competitive Analysis, Product Management, Lead Generation, Marketing Strategy, Strategy, Product Marketing, Business Strategy, E-commerce, New Business Development, Business Planning, SEO, Entrepreneurship, Strategic Partnerships, Marketing, Management, Venture Capital, Leadership, Online Marketing, SaaS, Executive Management, Mergers & Acquisitions, P&L Management
Education
Cleveland State University 1986 — 1991
BBA, Finance, Marketing
Wells Fargo Advisors September 2013 - Present
Wells Fargo Advisors March 2011 - September 2013
E*TRADE Financial September 2008 - March 2011
Ameriprise Financial Services, Inc. March 2007 - June 2008
Skills
Microsoft Word, Financial Advisory, Microsoft Excel, SmartStation, Bloomberg Terminal, Securities, Retirement, Mutual Funds, PowerPoint, Financial Services, 401k, Mandarin, Asset Allocation, Trading, Fixed Income, Equities, Bloomberg, Options, Finance, Advising Clients, Retirement Planning, Wealth Management, Investments, Bonds, FASware
Education
College for Financial Planning 2014 — 2015
Chartered Retirement Planning Counselor SM, CRPC® designation, Chartered Retirement Planning CounselorSM program, 88%
University of Washington 2001 — 2005
Bachelor of Arts (B.A.), History
Shoreline Community College 1997 — 2000
AA, General Studies
New Mexico Military Institute 1996 — 1996
General Studies
FinancialForce.com April 2014 - Present
Fidelity Investments June 2013 - January 2014
E*TRADE Financial March 2012 - June 2013
JPMorgan Chase January 2010 - March 2012
TD Ameritrade March 2007 - September 2009
Teach For America August 2006 - March 2007
Columbia University January 2005 - August 2006
Johns Hopkins University June 2002 - November 2004
Booz Allen Hamilton January 2000 - June 2002
Interactive Technologies Corporation 1998 - 2000
Skills
User Experience, User-centered Design, User Analysis, Usability Testing, Axure, OmniGraffle, Visio, Human Computer..., SDLC, Management, Photoshop, Wireframes, Usability, User Interface, Persona, User Scenarios, Information Architecture, User Research, Interaction Design, User Interface Design, Heuristic Evaluation, User Experience Design, Information Design, Usability Engineering, Web Applications, Requirements Gathering, Project Management, Contextual Inquiry, Experience Design, Card Sorting, Paper Prototyping, Process Improvement, Site Maps, Product Development, Rapid Prototyping, Competitive Analysis, Web Analytics, Web Design, Wire Framing, Task Analysis, Strategy, Web Project Management, Data Visualization, Digital Strategy, Design Strategy, Functional..., Ethnography, Storyboarding, Design Thinking, Accessibility
Education
Indiana University 1997 — 1999
MS
Clemson University 1994 — 1996
BA
Tower Hill Trading December 2013 - November 2014
T3 Trading Group, LLC April 2012 - May 2013
Martin Financial Group, LLC July 2010 - August 2011
Hilliard Lyons December 2007 - July 2010
E*TRADE Financial October 2006 - November 2007
AG Edwards and Sons June 2004 - August 2006
United States Air Force July 2000 - June 2004
Skills
Portfolio Management, Trading, Series 7, Equities, Investments, Series 63, Securities, Risk Management, Financial Markets, Finance, Research, Business Statistics, Financial Services, Banking, Bloomberg, Financial Analysis, Credit, Asset Allocation, Equity Research, Microsoft Excel, Microsoft Word, Microsoft Power Point, Oracle Crystal Ball, VBA, Report Writing, Fixed Income, Brokered CD's
Education
Colorado State University 2013 — 2014
Bachelor of Science (BS), Accounting
Sullivan University 2008 — 2010
Master's Degree, Business Administration (MBA), Magna Cum Laude
Park University 2002 — 2006
Bachelor of Science, Business
eBay Inc September 2013 - Present
eBay June 2008 - September 2013
eBay July 2007 - June 2008
EMC September 2006 - June 2007
AT&T June 2006 - August 2006
eMarket Trading Platform July 2005 - May 2006
E*TRADE August 1999 - July 2005
E*trade Financial 1999 - 2005
ETRADE Financial, Menlo Park, CA. 1999 - 2005
Tata Infotech July 1996 - August 1999
Skills
Java, Perl, JavaScript, SQL, C, Oracle, CSS, HTML, PostgreSQL, Berkeley DB, REST, Web Services, Java Enterprise Edition, Agile Methodologies, Web Development, Web Applications, Linux
Education
College of Engineering, Guindy 1992 — 1996
BE, Electrical Electronics Engineering
College of Engineering, Guindy 1992 — 1996
B.E., Electrical Engineering
codepath android
codepath android
Payoff June 2014 - Present
FiveStars August 2013 - May 2014
Capital One November 2011 - August 2013
Lifecrowd July 2010 - December 2011
E*TRADE Financial April 2004 - July 2009
Princeton Consultants October 2001 - January 2003
VCampus April 1996 - May 2001
Christianity.com 2001 - 2001
Skills
Product Management, Engineering, User Interface Design, E-learning, Product Development, Product Marketing, Mobile, Integration, E-Learning, Java, Computer Security, Financial Services, Mobile Devices, Analytics, Mobile Payments, Web Services, CRM, Program Management, Agile Project Management, Software Project..., Security, Vendor Management, Strategic Partnerships, Enterprise Software, SaaS, Start-ups, Strategy, E-commerce
Education
Columbia University - Columbia Business School 2003 — 2004
MBA, Finance, Marketing
Princeton University 1991 — 1995
BSE, Electrical Engineering
E*TRADE Financial September 2006 - Present
NTT/VERIO September 2000 - December 2005
Verizon (formerly GTE Corporation) Verizon Logistics, Inc. (GTE Supply) April 2000 - August 2000
Verizon (formerly GTE Corporation) Verizon Logistics, Inc. (GTE Supply) August 1998 - April 2000
Chase Manhattan Bank- Chase Insurance Agency, Inc. June 1997 - August 1997
Skills
Management, Product Management, SaaS, Strategy, Training, Product Development, Competitive Analysis, Market Research, Marketing, Strategic Planning, Sales, Forecasting, Enterprise Software, Product Marketing, Project Management
Education
Clark Atlanta University 1996 — 1998
Masters in Business Administration, Marketing
Morgan State University 1991 — 1995
Bachelor of Science, Marketing
E*TRADE Financial Corporation April 2014 - Present
Columbia University March 2010 - April 2014
E*TRADE Financial July 2008 - August 2010
United States Army Reserve September 1999 - September 2007
Skills
Microsoft Office, Excel, PowerPoint, SQL, StarRez, Reporting & Analysis, Scripting, Shell Scripting, Strategic Planning, Microsoft Excel, Business Intelligence, Data Analysis, Project Management, Perl Script, Expect Script, Troubleshooting, Project Planning, Linux
Education
Columbia University in the City of New York 2011 — 2013
Master of Science, Information and Knowledge Strategy
Purdue University 2004 — 2008
Bachelor of Science, Computer and Information Technology
Self-employed January 2007 - Present
E*TRADE Financial January 2002 - October 2006
Alta Vista 2001 - 2002
Oracle June 2000 - May 2001
Volt Information Sciences 1996 - 2000
Strategic Mortgage Services 1993 - 1996
TRW 1984 - 1993
Skills
Vendor Management, Business Development, Accounting, Oracle E-Business Suite, SDLC, Leadership, PMP, Consulting, ERP, SEM, Management, Program Management, Banking, Strategy, Visio, SQL, Process Improvement, Account Management, Business Analysis, Software Development, Requirements Analysis, Finance, Credit, Project Management, Oracle, Enterprise Software, Strategic Planning, Risk Management, Business Intelligence, Project Portfolio..., Strategic Partnerships, Software Project..., Business Process..., E-commerce, Agile Methodologies, Software Documentation, Financial Services, Training, PeopleSoft, IT Strategy, Analytics, Cross-functional Team..., Business Process, Information Technology, Testing, Agile Project Management, Integration, PMO
Education
Columbia College Chicago 1975 — 1978
Bachelor of Arts (BA), English and Writing
Harper College 1973 — 1975
Music, English
El Camino College 1982 — 1985
Real Estate, Finance
Stampin' Up! November 2008 - January 2012
Etrade Financial June 2010 - March 2011
Flagstar Bank August 2009 - June 2010
Events by Dawn May 2006 - December 2008
Edward Jones Investments September 2007 - May 2008
Altametrics October 2006 - August 2007
ChoicePoint January 2003 - June 2006
Atlanta Outdoor Club August 2001 - May 2004
Flavia Beverage Systems July 2000 - December 2002
Datachem Laboratories June 1993 - March 2000
Education
Emory University 2005 — 2005
Continuing Education
Cornell University 2004 — 2004
Employee Relations
Harding University 1987 — 1991
BS, Biology, Chemistry
Central Baptist College 1986 — 1987
None, Biology
E*Trade Financial January 2005 - June 2014
Bronx County District Attorney Office January 2002 - January 2005
Fitzpatrick Hotel Group 2000 - 2002
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Visio, Outlook, Concur, Adobe Acrobat
Education
City University of New York-John Jay College of Criminal Justice 2002 — 2007
Penton Media 2003 - Present
E*TRADE Financial 1999 - 2002
MSNBC.COM 1995 - 1999
LBi (formerly IconNicholson LLC) 1993 - 1995
Lehman Brothers 1989 - 1990
Skills
Social Media, Online Marketing, Digital Marketing, Social Media Marketing, Marketing Strategy, Email Marketing, Product Marketing, Direct Marketing, Online Advertising, Digital Media, Strategic Partnerships, Integrated Marketing, Lead Generation, B2B, Web Analytics, Sales, Salesforce.com, Digital Strategy
Education
Columbia University in the City of New York
M.S., Engineering
Cornell University
B.S., Engineering
Mamaroneck High school
Fidelity Investments December 2014 - Present
Fidelity Investments August 2007 - Present
Merrill Lynch July 2006 - August 2007
E*Trade Financial 2004 - 2005
Etrade Professional 2003 - 2005
E*Trade Professional 1999 - 2005
E*Trade 1999 - 2004
E*TRADE Professional Trading 1999 - 2004
Tradescape 1999 - 1999
Heartland Securites, LLC 1994 - 1999
Skills
Series 7, Series 63, Equities, Securities, Trading, Series 24, Series 55
Education
University of Hartford 1992 — 1994
MS, Professional Accounting
Clark University 1988 — 1992
LDR October 2014 - Present
SolarCity April 2014 - October 2014
Fluor Corporation July 2013 - April 2014
Cirrus Logic January 2012 - January 2013
AMD June 2008 - January 2012
E*TRADE Financial 2006 - 2008
Washington Mutual Bank April 2005 - September 2006
Skills
Equities, Stock Compensation, Bank Management, Finance, Proxy Statements, Annual Meetings, 10b5-1 Plans, EDGAR filings, Stocks, Financial Reporting, Management, Incentive Programs, Banking, SEC filings, Options
Education
Clemson University - College of Business and Behavioral Science 1997 — 2001
B.S, Finance
Riverside High School- class of 95 1991 — 1995
H.S Diploma
E*TRADE Financial August 2013 - Present
E*TRADE Financial 2005 - August 2013
JPMORGAN CHASE 1996 - 2003
Skills
Strategy, Customer Acquisition, Analytics, Customer Experience, Segmentation, Financial Services, Product Management, Digital Marketing, Marketing, Competitive Analysis, Direct Marketing, Marketing Management, Product Marketing, CRM, Vendor Management, Cross-functional Team..., Relationship Management, Database Marketing, Marketing Strategy, Management, Portfolio Management, Strategic Partnerships, Risk Management, Business Strategy, Project Management, Banking, SaaS, Multi-channel Marketing, Business Analysis, Credit Cards, Email Marketing, Team Leadership, Market Research
Education
Cornell University
Bachelor of Science (BS), Mechanical Engineering
E*TRADE FINANCIAL July 2006 - Present
Urban D.C. Inc. June 2004 - July 2006
Skills
Solaris, Disaster Recovery, Shell Scripting, Linux, Apache, puppet, Red Hat Linux, Virtualization, Security, Unix, Unix Shell Scripting, System Administration, High Availability, Data Center, System Architecture, Enterprise Architecture, SAN, Cloud Computing, Perl, Puppet, SDLC
Education
Columbia University in the City of New York 2000 — 2004
BA, Political Science
Infinity Search, Inc. Business DevelopmentMarketRemedy, Inc.July 2006 - June 2007
E*Trade Financial May 2000 - March 2006
Education
Colorado Technical University 2005 — 2006
Masters, Management, Information Technology
Thinkful October 2014 - Present
E*Trade Financial May 2007 - January 2014
Oregon State University June 2005 - September 2006
Independent Programming Contractor May 2001 - June 2005
Skills
User Experience, JavaScript, Front-end Development, HTML, CSS, Web Development, MVC Architecture, User Interface Design, Object Oriented Design, Wire Framing, Responsive Web Design, User Research, JSON, ActionScript, XML, Software Engineering, Agile Methodologies, Software Development, Subversion, Unix, Git, User Stories
Education
Kent State University 2015 — 2017
Master's Degree, User Experience Design
Oregon State University 2002 — 2005
BS, Computer Science
Cuesta College
Associate of Science (AS)
American Express April 2015 - Present
American Express February 2011 - April 2015
American Express August 2009 - February 2011
American Express November 2007 - July 2009
E*TRADE Financial March 2005 - November 2007
Equifax March 2001 - March 2005
MIDDLEBERG February 2000 - February 2001
Skills
Leadership, CRM, Marketing, Analytics, New Business Development, Marketing Strategy, Product Development, Product Strategies, Management, Strategic Partnerships, Competitive Analysis, Product Marketing, People Leadership, Profitable Growth, Customer Satisfaction, Customer Engagement, Marketing Communications, Credit Cards, Manage Client..., Segmentation, Integrated Marketing, Cross-functional Team..., Online Advertising, Business Development, Financial Services, Product Management, Relationship Management
Education
College of the Holy Cross
Bachelor of Arts, Psychology
Citigroup January 2008 - Present
E*TRADE Financial September 2004 - December 2007
JPMorgan Chase 1998 - 2004
Education
Columbia University - Columbia Business School 2001 — 2003
Peking University 1985 — 1989
B.A., Economics
E*TRADE Financial 2006 - Present
Education
College of Charleston 1998 — 2002
Bachelors, Political Science
Constellation November 2013 - Present
ista North America February 2012 - October 2013
ista North America December 2010 - February 2012
ista North America May 2008 - December 2010
ista North America January 2004 - May 2008
ista North America October 2000 - December 2003
E*TRADE Financial January 1998 - August 2000
Skills
EDI, Business Intelligence, SharePoint, Energy, Software Implementation, Operations Management, IT Operations, Utility, Process Improvement
Education
Kennesaw State University 2001 — 2004
B.B.A., Finance, 3.89/4.0 Magna Cum Laude
College of Charleston 1995 — 1997
Bachelor of Business Administration (BBA)
CH2M HILL January 2006 - Present
E*TRADE Financial May 2001 - January 2006
Asbury Environmental Services January 1996 - May 2001
Education
Cypress College 1991 — 1993
Sunrise Senior Living January 2010 - Present
Sunrise Senior Living 2010 - 2015
Sunrise Senior Living 2010 - 2015
Washington Area Women's Foundation January 2006 - January 2011
Hanger Orthopedic Group Inc. June 2007 - December 2009
E*TRADE Bank 2003 - 2007
E*TRADE FINANCIAL 1999 - 2003
Venable, Baetjer, Howard & Civiletti 1987 - 1993
Skills
Licensing, Mergers & Acquisitions, Leadership, Fundraising, Public Speaking, Corporate Governance, Nonprofits, Mergers, Employment Law, Strategic Planning, Due Diligence, Employee Benefits, Non-profits, Policy, Analysis
Education
Columbia University School of Law 1985 — 1987
JD
New York University 1978 — 1981
BA (cum laude)
Buxton School 1974 — 1977
E*TRADE Financial May 2004 - Present
Bank of America October 2003 - May 2004
Metron Aviation July 2001 - October 2003
Interet Corporation June 1999 - June 2001
Metron, Inc. July 1994 - August 1998
Skills
Management, Financial Analysis, Financial Modeling, Capital Markets, Bloomberg, Portfolio Management, Analysis, Mergers, Fixed Income, Risk Management, Valuation, Structured Finance
Education
Columbia University in the City of New York 1998 — 1999
M.S., Operations Research
Yale University 1990 — 1994
B.S., Applied Math
Joel Barlow 1986 — 1990
H.S.
E*TRADE Financial September 2010 - August 2012
Citigroup January 1985 - December 2009
Seligman & Latz March 1983 - January 1985
W.R. Grace & Co., Retail Division May 1980 - March 1983
Federated Department Stores July 1977 - May 1980
Skills
Product Management, Leadership, Marketing Strategy, Investments, Mutual Funds, Banking, Business Strategy, Financial Services, Project Management, Management, Organizational..., Portfolio Management, Vendor Management, Credit Cards, Budgets, Risk Management, Asset Management, Equities, Securities, Capital Markets, Financial Risk, Series 7, Wealth Management
Education
Columbia University - Columbia Business School
MBA, Finance & Accounting
Stony Brook University
BA, Economics
Oracle July 2013 - Present
Yahoo! May 2013 - June 2013
Hewlett-Packard March 2013 - May 2013
E*TRADE Financial July 2007 - March 2013
Verizon April 2005 - July 2007
Wipro Technologies December 2002 - March 2005
Zensar July 2002 - November 2002
CMC 1998 - 2002
Skills
PL/SQL, Unix, Perl, Sybase, C++, Oracle, C, SQL, Requirements Analysis, SDLC, Software Project..., C/C++ STL, Subversion, CVS, Linux
Education
College of Engineering Pune 1994 — 1998
BE, Computer Science
SP College Pune
E*TRADE Financial Corporation August 2015 - Present
E*TRADE Financial July 2011 - August 2015
Mellon Investor Services December 2005 - June 2011
Corporate Employee Financial Services September 2004 - December 2005
UBS Financial Services September 2000 - August 2004
UBS Financial Services Inc September 1998 - September 2000
PaineWebber Inc September 1996 - September 2000
UBS Financial Services Inc September 1996 - September 1998
Skills
Visio, Business Intelligence, Management, Leadership, Testing, Options, SQL, CRM, Networking, Quality Assurance, Technical Support, Analysis, Business Analysis
Education
County College of Morris 1991 — 1993
Degree; A.S, Hotel/Restaurant Management
The Chubb Institute 1990 — 1991
The Chubb Institute
IT Certification, IT
HD Vest Financial Services October 2014 - Present
Fidelity Investments July 2011 - October 2014
VALIC 2011 - 2011
Charles Schwab May 2008 - November 2010
E*TRADE Financial 2006 - 2008
Fidelity Investments 2001 - 2006
Crestar/Suntrust 1998 - 1999
Skills
Mutual Funds, Risk Management, Performance Management, 401k, Strategic Planning, Business Strategy, Compliance, Performance Improvement, Customer Service, Territory Planning, Customer Relations, Territory Analysis, Recruiting, B2B Marketing, Insurance, Training, Financial Advisory, Series 7, Strategy, Financial Services, Series 63, Retirement Planning, Investments, Wealth Management, Management, Securities, Finance
Education
Geneva College 2001 — 2004
MS, Organizational Leadership
Clarion University of Pennsylvania 1983 — 1988
BS, Management
Alliance High School 1979 — 1983
USAA October 2013 - Present
Synovus May 2012 - Present
E*TRADE Financial December 2011 - February 2012
First Command Financial Planning July 2010 - September 2011
Humana October 2007 - April 2009
Skills
Retirement Planning, Retirement, Disability Insurance, Long Term Care, Financial Planning, Insurance, Employee Benefits, Strategic Financial..., Life Insurance, Long-term Care, Investment Strategies, Investments, Risk Management, Series 63, Series 6
Education
Columbus State University 2012 — 2014
Bachelor, Business Admin
Orange Community Bank January 2009 - Present
Ferguson Consulting Group, LLC August 2007 - December 2008
E*TRADE Financial October 2004 - April 2007
Downey Savings February 1999 - October 2004
Downey Savings January 1990 - February 1999
Downey Savings & Loan Association 1990 - 1999
Education
Cypress College
AA, Business
E*TRADE Financial Corporation August 2014 - Present
E*TRADE Financial February 2005 - August 2014
Regal/Investrade Discount Securities September 2003 - December 2004
ABN AMRO May 2001 - September 2003
Chicago Board Options Exchange April 1979 - June 2000
Skills
Equity Trading, Series 63, Customer Service, Options, Equities, Securities, Electronic Trading, Trading, Series 7, Microsoft Office
Education
Keller Graduate School of Management of DeVry University 1984 — 1987
MBA, Business
College of DuPage
Proficiency Certificates, Spreadsheet and Database
University of Illinois at Urbana-Champaign - College of Business
BS, Finance
E*TRADE Financial July 2013 - Present
Morgan Stanley February 2012 - February 2013
Morgan Stanley January 2009 - January 2012
Morgan Stanley July 2005 - December 2008
Credit Suisse January 2002 - June 2005
Skills
Fixed Income, Loans, Structured Products, Financial Services, Mortgage Lending, Equities, Capital Markets, Derivatives, Investment Banking, Risk Management, Operational Risk..., Loan Servicing, Enterprise Risk..., Securities, Governance
Education
City University of New York-College of Staten Island
BS, Economics and International Business
City University of New York-Hunter College
Bachelor of Science (B.S.), Economics and International Business
E*TRADE Financial January 2004 - Present
BNY 2000 - 2003
Cowen and Company 1990 - 2000
Skills
Securities, Financial Services, Mutual Funds, Equities, Corporate Actions, Back Office, Fixed Income, Relationship Management, Wealth Management, Portfolio Management, Banking
Education
Concordia College 1979 — 1984
BS, Behavioral Science
Concordia College 1979 — 1984
AAS, Business Administration
Google March 2014 - August 2015
E*TRADE Financial November 2008 - February 2014
HellHasFoundMe.com April 2008 - November 2010
Lawrence Livermore National Laboratory May 2000 - March 2008
Skills
Python, Linux, JavaScript, MySQL, Java, jQuery, Apache, SQL, XML, CSS, Subversion, git, Node.js, XSLT, PHP
Education
College of the Redwoods 1998 — 1999
Math, Computer Science
Etrade Financial April 2006 - Present
MBNA/Bank of America August 2003 - April 2006
Education
Clark Atlanta University 1998 — 2003
BS, Business
State of West Virginia May 2011 - Present
LPL June 2009 - August 2011
E*TRADE FINANCIAL 2006 - 2008
Skills
Accounting, Financial Analysis, Financial Reporting, Strategic Financial..., Account Reconciliation, Auditing, Finance, Accounts Payable, Accounts Receivable, Budgets, Forecasting, Internal Controls, Process Improvement, Tax
Education
Concord University 1998 — 2003
Bachelor of Science, Business Management
E*TRADE Financial 2005 - Present
E*TRADE Financial 2002 - 2005
American Century Investments 1999 - 2002
Calvert Investments 1993 - 1999
The Acacia Group LLC 1990 - 1998
The Acacia Group LLC 1990 - 1998
The Acacia Group LLC 1990 - 1998
Skills
Banking, Financial Risk, Funding, Equities, Investments, Portfolio Management, Securities, Asset Managment, Liquidity Management, Wealth Management, Investment Management, Treasury, Treasury Services, Capital Markets, Derivatives, Fixed Income, Asset Management, Cash Management, Mutual Funds, Relationship Management, Forecasting, Management, Money Market, Bonds, Bloomberg, Financial Services, Financial Markets, Treasury Management
Education
Corcoran College of Art and Design 2011 — 2013
Graphic Design
University of Washington 1983 — 1987
B.A., Russian and Eastern European Studies
E*TRADE Financial April 2011 - Present
Marksetters October 2009 - July 2010
Dyalect Marketing 2006 - 2010
Planet Jam Media Group May 2005 - January 2007
Skills
Public Relations, Social Media Marketing, Advertising, Event Planning, Marketing Communications, Event Management, Marketing, Marketing Strategy, New Media, Public Speaking, Television, Social Media, Media Planning, Media Relations, Strategic Communications, Corporate Communications, Management, Time Management, Project Planning, Training, Press Releases, Leadership
Education
Kennesaw State University 2013 — 2015
Master of Business Administration (MBA)
Clark Atlanta University 2001 — 2004
Bachelor or Arts, Mass Media Arts: Public Relations
Collective 2015 - Present
E*TRADE Financial 2013 - 2015
Accenture 2010 - 2013
Smithsonian Enterprises 2007 - 2010
Reader's Digest Association 2005 - 2007
Time Inc. 2001 - 2005
Emap (previously Petersen Publishing) 1998 - 2001
TBWA Chiat Day 1992 - 1998
Hill Holliday Advertising 1991 - 1992
Skills
Integrated Marketing, Advertising, Digital Strategy, Digital Media, Marketing Communications, Digital Marketing, Media Planning, Analytics, Leadership, Business Development, Marketing Strategy, Sponsorship, Marketing, Publishing, Strategic Partnerships, Online Advertising, Strategy, Management Consulting, Brand Development
Education
Claremont McKenna College 1987 — 1991
Bradley Johnson Attorneys August 2008 - Present
Fisheries Supply 2006 - 2007
Seattle Boat Company June 2002 - June 2006
Food For The Poor March 2001 - May 2002
E*TRADE Financial May 2000 - February 2001
Red Robin September 1997 - May 2000
Warehouse Demo Services September 1996 - September 1997
Skills
Microsoft Office, Office Management, Inventory Management, Accounts Payable, Customer Service, Data Entry, Editing, Event Planning, Invoicing, Microsoft Word, Non-profits, Outlook, Public Speaking, Social Media, Strategic Planning, Team Building
Education
Ilwaco High School 1987 — 1991
Clatsop Community College
Associate's degree
Wells Fargo Advisors January 2015 - Present
Wells Fargo Advisors 2010 - April 2014
First Clearing Correspondent Services 2008 - 2010
Ferris, Baker Watts, Inc. 1997 - 2008
E*TRADE Financial December 1995 - August 1997
First of Michigan June 1995 - November 1995
Rodman & Renshaw 1989 - 1994
Northern Trust Brokerage April 1987 - April 1989
Wayne Hummer & Co January 1984 - April 1986
Education
University of Illinois Springfield 1981 — 1982
M.A., Child Psychology
Cornell College 1977 — 1981
B.A., Psychology, Philosophy
McHenry Community High School 1973 — 1977
E*TRADE Financial June 2012 - Present
Obsidian Financial Group June 2009 - June 2012
Education
College for Financial Planning 2012 — 2014
CFP Certification Professional Education Program
Marist College 2005 — 2009
Bachelor of Science (B.S.), Business
E*TRADE Financial February 2008 - Present
St. Onge Industries, LLC February 2004 - September 2006
Skills
Wealth Management, Retirement Planning, Mutual Funds, Fixed Income, Stocks, Options, Investments, Asset Allocation, Relationship Management, CRPC, Series 7, Series 63, Series 24, Series 66, Salesforce.com, Investment Strategies, Asset Management, Sales, Wealth Management..., Leadership, Trading, Securities
Education
Isenberg School of Management, UMass Amherst 1999 — 2003
B.A., Marketing
College for Financial Planning
CRPC
New York Life Insurance Company March 2012 - Present
New York Life Insurance Company November 2010 - March 2012
E*TRADE Financial October 2009 - June 2011
Morgan Stanley Smith Barney May 2007 - May 2009
Skills
Estate Planning, Financial Services, Legal Compliance, Standards Compliance, Operations Management, Life & Health Insurance..., Securities License, General Securities...
Education
West Virginia University College of Law 2005 — 2007
JD, Law
Colorado State University 2000 — 2003
Bachelors of Science, Business - Major ~ Political Science - Minor
Apple August 2012 - Present
Atlanta Premier August 2002 - Present
AT&T Mobility 2009 - 2010
Etrade Financial March 2006 - December 2006
Bloomingdale's August 2004 - March 2006
Skills
Sales Support, Customer Satisfaction, Account Management, Telecommunications, Microsoft Office, Sales Management, Operations, Operations Management, Investments, Retail Management, Modeling, Profitability Analysis, Grant Writing, Business Planning, Hiring/firing, Pre-sales Technical..., Technical Services, Direct Sales, Customer Retention, Sales, Retail, Call Center, Cold Calling, Sales Process, Team Leadership, Product Management, Team Building, Solution Selling, Product Marketing, Management, Inventory Management, Business Development, Customer Experience, Customer Service, Leadership, Contract Negotiation, New Business Development, Market Planning, Merchandising, Coaching, Marketing, Recruiting, Strategic Planning, Product Development, Forecasting, Wireless, B2B, Business Strategy, Marketing Strategy, Troubleshooting
Education
American Public University
Bachelor of Technology (B.Tech.), Information Technology Project Management
Clark Atlanta University
Intel Corporation November 2010 - Present
J.P. Morgan Chase & Co 2009 - 2009
E*TRADE Financial September 2001 - November 2007
Global Environment Fund May 2001 - September 2001
SNL Financial March 2000 - May 2001
Skills
Excellent Financial..., Marketing Research, Building Strong..., US GAAP, Financial Analysis, Financial Reporting, French, German, Communication, Financial Statements, Statistical Data..., Corporate Finance, Financial Modeling, Valuation, Due Diligence, Process Improvement, Forecasting, Business Strategy, Analysis, Accounting, Finance, Project Management, Private Equity, Managerial Finance, Cross-functional Team..., Business Analysis, Financial Accounting, Hyperion Enterprise, Microsoft Excel, Financial Statement..., Market Research, Banking, Credit, Data Analysis
Education
Howard University
MBA, Finance
Concordia University
B.A., Economics
Etrade Financial
Skills
Outlook, Customer Service, PowerPoint, Microsoft Excel, Microsoft Office
Education
College of the Holy Cross
Second Story Interactive Studios May 2014 - Present
Vermont Energy Investment Corporation August 2010 - March 2014
Rapport March 2013 - December 2013
Vermont Energy Investment Corporation June 2011 - December 2012
Vermont Energy Investment Corporation August 2010 - June 2011
Sbarro Capital Management October 2003 - August 2010
E*TRADE Financial April 2001 - September 2003
E*TRADE Financial June 2000 - April 2001
Skills
Management Consulting, Risk Management, Cross-functional Team..., Business Development, Contract Negotiation, Product Development, Renewable Energy, Business Strategy, Team Building, Management, Energy Efficiency, Investments, Project Management, Marketing, Strategy, Start-ups, Energy, Nonprofits, Corporate Sustainability, Program Development, Startup Development, Operations Management, Strategic Planning
Education
Connecticut College 1996 — 2000
Bachelor of Arts (B.A.), Economics
University of Vermont 2012 — 2012
Professional Certificate in Leadership and Management, Business
London School of Economics and Political Science 1998 — 1999
The Peddie School
E*TRADE Financial June 2010 - Present
Skills
Process Improvement, Project Management, Quality Assurance, Program Management, Six Sigma, Business Analysis, Analysis, Data Analysis, Leadership, SDLC, Training
Education
Clemson University 1994 — 1996
Master of Science
Clemson University 1990 — 1994
Bachelor of Science; Bachelor of Science
SC Governor's School for Science and Math
E*TRADE Financial May 2014 - Present
E*TRADE Financial Corporation 2010 - April 2014
E*TRADE Financial Corporation 2006 - 2010
E*TRADE Financial Corporation 2001 - 2006
TD Ameritrade 1999 - 2000
CSG Systems International 1996 - 1999
Skills
Agile Methodologies, Unix, SOA, SDLC, Software Development, Java, Perl, Software Project..., Java Enterprise Edition, Web Services, Solaris, Tomcat, C/C++ STL
Education
College of Engineering, Trivandrum
Bachelor's Degree, Mechanical Engineering
Texas Tech University
Master's degree, Computer Science
E*TRADE Financial June 2013 - Present
E*TRADE Financial December 2010 - June 2013
E*TRADE Financial September 2009 - December 2010
Aflac January 2009 - May 2009
Multi Roof Management January 2005 - January 2008
Skills
Customer Service, Securities, Series 7, Equities, Series 63, FINRA, Training, Financial Services
Education
The University of Connecticut 2005 — 2008
BS, Sociology; Counseling and Criminology
Coastal Carolina University 2004 — 2005
E*TRADE Financial June 2006 - Present
JP Morgan - BrownCo February 2001 - June 2005
TD Waterhouse June 1999 - February 2001
Skills
Derivatives, Series 7, Series 24, Series 63, Series 66
Education
University of Miami - School of Business 2004 — 2006
MBA, Marketing, Finance, Management
Columbus State University 1989 — 1994
Bachelor's, Real Estate Finance
Clarke Central Highschool 1985 — 1989
E*TRADE Financial August 2006 - December 2010
U.S January 2001 - January 2005
Education
Claremont Graduate University
MA, Economics, Economics
University of Delaware
BS, Economics, Economics
Barclays Investment Bank March 2015 - Present
E*TRADE Financial June 2013 - September 2013
Bank of Tokyo-Mitsubishi UFJ March 2013 - April 2013
Morgan Stanley 2012 - 2012
American Express January 1997 - January 2009
American Express January 1997 - January 2009
American Express 1997 - 2009
American Express January 2001 - January 2005
Frankling Credit Mortgage Corp 1995 - 1996
Goldman Sachs 1994 - 1995
Skills
Calendaring, Travel Arrangements, Calendars, Administrative..., Office Management, Outlook
Education
Cornell University
College Credits, Written Communications
eHealth Insurance December 2013 - Present
E*TRADE Financial 2002 - 2012
E*TRADE Group, Inc. 2000 - 2002
Lockheed Martin, Enterprise Information Systems 1996 - 2000
Lockheed Martin Missiles & Space 1995 - 1996
Skills
Cisco Technologies, Juniper, Cisco Nexus, Data Center, Network Administration, Network Engineering, LAN-WAN, Computer Network..., Cisco IOS, Firewalls, Routing, Cisco Wireless, Cisco Routers, WAN, Switches, Routers, Network Design, MPLS, VoIP, EIGRP, IPSec, IP, TCP/IP, ASA, BGP, Network Security, Security, VPN, Cisco Call Manager, Networking, Troubleshooting
Education
College of San Mateo 1981 — 1984
Associate of Arts (A.A.), Computer Science
Lightspeed Financial July 2006 - June 2013
E*TRADE Financial September 1999 - June 2006
TIR Securities Inc. September 1993 - August 1999
Private Financial Services March 1990 - August 1993
Education
Concordia College 1985 — 1989
Bachelor of Arts (B.A.), Business Administration, Organizational Communications