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.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
2,779 E*TRADE Financial employees in database. Find out everything there's to know about E*TRADE Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
E*TRADE Financial Employees
Employee
Years
Job
Industry
Blaine Daenen Blaine Daenen's E*TRADE Financial Experience April 2013 - September 2013
Job Associate Financial Representative at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial Corporation October 2013 - Present
E*TRADE Financial April 2013 - September 2013
Sports Authority August 2012 - April 2013
Finish Line November 2011 - July 2012
Finish Line May 2005 - June 2006
Kroger April 2004 - November 2004
Skills
Management, Business Intelligence, Business Strategy, Business Communications, Team Leadership, Decisiveness, Business Planning, Business Analysis, Business Statistics, Marketing, International Business..., Determined to Succeed, Creativity, Outcome focused
Education
Georgia College and State University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
E*TRADE Financial Corporation October 2013 - Present
E*TRADE Financial April 2013 - September 2013
Sports Authority August 2012 - April 2013
Finish Line November 2011 - July 2012
Finish Line May 2005 - June 2006
Kroger April 2004 - November 2004
Skills
Management, Business Intelligence, Business Strategy, Business Communications, Team Leadership, Decisiveness, Business Planning, Business Analysis, Business Statistics, Marketing, International Business..., Determined to Succeed, Creativity, Outcome focused
Education
Georgia College and State University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Perry Arellano Jones Perry Arellano Jones's E*TRADE Financial Experience 2005 - 2006
Job Software Engineer at Inductive Automation
Industry Computer Software
Experience
Inductive Automation October 2014 - Present
BarelyInfinite August 2013 - October 2014
Primeffect LLC. July 2010 - April 2013
UC Davis Medical Center 2009 - 2010
ETrade Financial 2005 - 2006
Sunlight Supply 2002 - 2005
Lawrence Berkeley National Laboratory 1999 - 2001
Environmental Technologies Corporation 1997 - 2000
Education
University of California, Davis 2010 — 2014
Bachelor of Science (B.S.), Biochemistry and Molecular Biology
Folsom Lake College 2006 — 2009
U.C. Transfer Program, Physical Sciences
Inductive Automation October 2014 - Present
BarelyInfinite August 2013 - October 2014
Primeffect LLC. July 2010 - April 2013
UC Davis Medical Center 2009 - 2010
ETrade Financial 2005 - 2006
Sunlight Supply 2002 - 2005
Lawrence Berkeley National Laboratory 1999 - 2001
Environmental Technologies Corporation 1997 - 2000
Education
University of California, Davis 2010 — 2014
Bachelor of Science (B.S.), Biochemistry and Molecular Biology
Folsom Lake College 2006 — 2009
U.C. Transfer Program, Physical Sciences
Ravel Dupiton Ravel Dupiton's E*TRADE Financial Experience June 2011 - June 2012
Job Business Development Representative at QGenda
Industry Computer Software
Experience
QGenda August 2015 - Present
Phantastik Pagoda LLC November 2011 - Present
Insightpool 2014 - June 2015
E*TRADE Financial June 2011 - June 2012
Fidelity Investments July 2010 - June 2011
Bank of America December 2008 - July 2010
Merrill Lynch June 2008 - December 2008
Jumpstart, AmeriCorps September 2004 - April 2006
Skills
Mutual Funds, Investments, Series 7, Strategic Financial..., Leadership, Microsoft Excel, Customer Service, Financial Analysis, Retirement Planning, Financial Services, Microsoft Office, Series 63, Finance, CRM, Wealth Management, Analysis, Sales Process, Securities, Retirement, Financial Advisory, Insurance, Asset Allocation, Fixed Annuities, Equities, 401k, Portfolio Management, Asset Managment, SEO, Social Media Marketing, WordPress, Salesforce.com, Magento, E-commerce Optimization, Entrepreneurship, Options Strategies, Financial Planning, Management
Education
Florida State University
bachelor of the arts, Applied Economics
QGenda August 2015 - Present
Phantastik Pagoda LLC November 2011 - Present
Insightpool 2014 - June 2015
E*TRADE Financial June 2011 - June 2012
Fidelity Investments July 2010 - June 2011
Bank of America December 2008 - July 2010
Merrill Lynch June 2008 - December 2008
Jumpstart, AmeriCorps September 2004 - April 2006
Skills
Mutual Funds, Investments, Series 7, Strategic Financial..., Leadership, Microsoft Excel, Customer Service, Financial Analysis, Retirement Planning, Financial Services, Microsoft Office, Series 63, Finance, CRM, Wealth Management, Analysis, Sales Process, Securities, Retirement, Financial Advisory, Insurance, Asset Allocation, Fixed Annuities, Equities, 401k, Portfolio Management, Asset Managment, SEO, Social Media Marketing, WordPress, Salesforce.com, Magento, E-commerce Optimization, Entrepreneurship, Options Strategies, Financial Planning, Management
Education
Florida State University
bachelor of the arts, Applied Economics
Bertrum Malone Bertrum Malone's E*TRADE Financial Experience February 2007 - September 2008
Job Mortgage Loan Officer at American Advisors Group
Industry Financial Services
Experience
American Advisors Group October 2013 - Present
Mortgage Investors Corporation 2010 - September 2013
Orkin Pest Control February 2009 - May 2010
Etrade Financial February 2007 - September 2008
Quaker Oats 2003 - 2004
Encore Bank 2000 - 2003
Skills
Teamwork, Credit, Forecasting, Financial Analysis, Sales Management, Equities, Leadership, Sales, Insurance, Investments, Portfolio Management, Banking, Customer Retention, Call Centers, Mortgage Lending, Financial Services, Loans, Retail, CRM, Accounting, Mortgage Banking, Credit Analysis
Education
Florida Agricultural and Mechanical University 1989 — 1994
BS, Business Administration
Douglass High School
American Advisors Group October 2013 - Present
Mortgage Investors Corporation 2010 - September 2013
Orkin Pest Control February 2009 - May 2010
Etrade Financial February 2007 - September 2008
Quaker Oats 2003 - 2004
Encore Bank 2000 - 2003
Skills
Teamwork, Credit, Forecasting, Financial Analysis, Sales Management, Equities, Leadership, Sales, Insurance, Investments, Portfolio Management, Banking, Customer Retention, Call Centers, Mortgage Lending, Financial Services, Loans, Retail, CRM, Accounting, Mortgage Banking, Credit Analysis
Education
Florida Agricultural and Mechanical University 1989 — 1994
BS, Business Administration
Douglass High School
Tangier Bates Tangier Bates's E*TRADE Financial Experience July 2006 - February 2009
Job Instructional Designer
Industry E-Learning
Experience
Universal Consulting Services November 2012 - Present
Irving Burton Associates April 2012 - November 2012
JACER Corporation April 2009 - April 2012
E*TRADE FINANCIAL July 2006 - February 2009
Skills
Process Improvement, Technical Writing, ADDIE, Captivate, Requirements Analysis, Training, Instructional Design, SharePoint, Visio, Analysis, Program Management, Instructor-led Training, Adult Education, Learning Management..., Learning Management, Software Documentation
Education
George Mason University 2009 — 2012
Masters, Instructional Design Technology
University of Virginia 2000 — 2004
Psychology, Spanish Language and Literature
Universal Consulting Services November 2012 - Present
Irving Burton Associates April 2012 - November 2012
JACER Corporation April 2009 - April 2012
E*TRADE FINANCIAL July 2006 - February 2009
Skills
Process Improvement, Technical Writing, ADDIE, Captivate, Requirements Analysis, Training, Instructional Design, SharePoint, Visio, Analysis, Program Management, Instructor-led Training, Adult Education, Learning Management..., Learning Management, Software Documentation
Education
George Mason University 2009 — 2012
Masters, Instructional Design Technology
University of Virginia 2000 — 2004
Psychology, Spanish Language and Literature
Kurt Hutson Kurt Hutson's E*TRADE Financial Experience November 2011 - April 2012
Job VP of Client Relations gijig
Industry Consumer Services
Experience
Secure Payment Solutions (SEPSO) April 2012 - Present
Equity Options Trader - Self-Employed November 2010 - Present
E*TRADE Financial November 2011 - April 2012
US Army June 2005 - June 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, HTML, Budgets, Strategic Planning, Negotiation, Series 7, Series 63, Salesforce.com, Options Strategies, Investment Theory, Leadership Development, Finance, CRM, Salesforce.com..., Salesforce.com...
Education
Florida Institute of Technology 2012 — 2014
Master of Business Administration (MBA), Finance
Utah Valley University 2006 — 2011
Bachelor's degree, Finance, General
Secure Payment Solutions (SEPSO) April 2012 - Present
Equity Options Trader - Self-Employed November 2010 - Present
E*TRADE Financial November 2011 - April 2012
US Army June 2005 - June 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, HTML, Budgets, Strategic Planning, Negotiation, Series 7, Series 63, Salesforce.com, Options Strategies, Investment Theory, Leadership Development, Finance, CRM, Salesforce.com..., Salesforce.com...
Education
Florida Institute of Technology 2012 — 2014
Master of Business Administration (MBA), Finance
Utah Valley University 2006 — 2011
Bachelor's degree, Finance, General
Jared Cohler Jared Cohler's E*TRADE Financial Experience January 2003 - February 2007
Job Director, Strategic Accounts at The Judge Group
Industry Staffing and Recruiting
Experience
The Judge Group February 2015 - Present
Starpoint Solutions March 2014 - February 2015
Open Systems Technologies March 2007 - February 2014
Open Systems Technologies March 2007 - December 2008
Etrade Financial January 2003 - February 2007
NYFIX, Inc. (NYFIX Millennuim) August 2000 - December 2002
Skills
Selenium, Test Automation, NoSQL, Java, Spring, XML, Affiliate Marketing, Vendor Management, Salesforce.com, Financial Services, Capital Markets, Leadership, Recruiting, Business Development, Professional Services, CRM, Series 7, Applicant Tracking..., Securities, Sales, Account Management, Client Development, Product Management, SDLC, Sales Management, SaaS, Security, Business Analysis, Team Building, Technical Recruiting, Enterprise Software, Staffing Services, Risk Management, Analysis, Talent Acquisition, Consulting, Business Relationship..., Spartan, Relationship Management, Business Intelligence, Contract Recruitment, Management, Strategy, Start-ups, Cold Calling, Solution Selling, Staff Augmentation, Program Management, New Business Development, Process Improvement
Education
Francis W. Parker School
Michigan State University
Bachelor of Science (BS), Marketing and Finance
The Judge Group February 2015 - Present
Starpoint Solutions March 2014 - February 2015
Open Systems Technologies March 2007 - February 2014
Open Systems Technologies March 2007 - December 2008
Etrade Financial January 2003 - February 2007
NYFIX, Inc. (NYFIX Millennuim) August 2000 - December 2002
Skills
Selenium, Test Automation, NoSQL, Java, Spring, XML, Affiliate Marketing, Vendor Management, Salesforce.com, Financial Services, Capital Markets, Leadership, Recruiting, Business Development, Professional Services, CRM, Series 7, Applicant Tracking..., Securities, Sales, Account Management, Client Development, Product Management, SDLC, Sales Management, SaaS, Security, Business Analysis, Team Building, Technical Recruiting, Enterprise Software, Staffing Services, Risk Management, Analysis, Talent Acquisition, Consulting, Business Relationship..., Spartan, Relationship Management, Business Intelligence, Contract Recruitment, Management, Strategy, Start-ups, Cold Calling, Solution Selling, Staff Augmentation, Program Management, New Business Development, Process Improvement
Education
Francis W. Parker School
Michigan State University
Bachelor of Science (BS), Marketing and Finance
Chris Koehler Chris Koehler's E*TRADE Financial Experience April 2004 - April 2005
Job
Industry Computer Software
Experience
Adobe May 2013 - Present
Adobe March 2012 - Present
Adobe Systems June 2011 - October 2012
Adobe Systems January 2008 - June 2011
Visual Sciences (acquired by Omniture) January 2007 - January 2008
Visual Sciences May 2005 - January 2007
E*TRADE Financial April 2004 - April 2005
SunTrust Banks, Inc. July 1998 - April 2004
Claritas Corp July 1996 - July 1998
Skills
Marketing Management, Online Marketing, Product Marketing, Customer Analytics, Services Marketing, Predictive Analytics, Sales Engineering, Social Media, Market Analysis, Solution Selling, Product Management, Web Analytics, SEO, SEM, Marketing Strategy, Social Media Marketing, Email Marketing, Digital Marketing, E-commerce, Online Advertising, Market Research, Analytics, Digital Strategy, Omniture, Sales Management, Conversion Optimization, Competitive Analysis, Database Marketing, Digital Media, Interactive Marketing, Segmentation, Product Strategy, Online User Experience, Digital Innovation, Behavioral Targeting, Visual Sciences, Multivariate Testing, Customer Analysis, SaaS, Enterprise Software, Management, Google Analytics, CRM, User Experience, Strategy, Demand Generation, Account Management, Customer Retention, Operations Management, Marketing Automation
Education
Georgia State University 2002 — 2006
MBA, Marketing
George Mason University 1990 — 1996
B.S., Marketing
The George Washington University - School of Business
Adobe May 2013 - Present
Adobe March 2012 - Present
Adobe Systems June 2011 - October 2012
Adobe Systems January 2008 - June 2011
Visual Sciences (acquired by Omniture) January 2007 - January 2008
Visual Sciences May 2005 - January 2007
E*TRADE Financial April 2004 - April 2005
SunTrust Banks, Inc. July 1998 - April 2004
Claritas Corp July 1996 - July 1998
Skills
Marketing Management, Online Marketing, Product Marketing, Customer Analytics, Services Marketing, Predictive Analytics, Sales Engineering, Social Media, Market Analysis, Solution Selling, Product Management, Web Analytics, SEO, SEM, Marketing Strategy, Social Media Marketing, Email Marketing, Digital Marketing, E-commerce, Online Advertising, Market Research, Analytics, Digital Strategy, Omniture, Sales Management, Conversion Optimization, Competitive Analysis, Database Marketing, Digital Media, Interactive Marketing, Segmentation, Product Strategy, Online User Experience, Digital Innovation, Behavioral Targeting, Visual Sciences, Multivariate Testing, Customer Analysis, SaaS, Enterprise Software, Management, Google Analytics, CRM, User Experience, Strategy, Demand Generation, Account Management, Customer Retention, Operations Management, Marketing Automation
Education
Georgia State University 2002 — 2006
MBA, Marketing
George Mason University 1990 — 1996
B.S., Marketing
The George Washington University - School of Business
Joseph Elawabdeh Joseph Elawabdeh's E*TRADE Financial Experience October 2013 - Present
Job Lead Senior Credit Risk Analyst | MBA
Industry Financial Services
Experience
E*TRADE Financial October 2013 - Present
USAID January 2014 - January 2014
Fannie Mae June 2010 - October 2013
Freddie Mac October 2008 - June 2010
Morgan Stanley Smith Barney January 2008 - May 2008
SunTrust Bank June 2006 - August 2007
Skills
Credit Risk, Loss Mitigation, Corporate Finance, Risk Assessment, Portfolio Management, Financial Risk, Credit Analysis, Financial Modeling, Financial Advisory, Risk Management, Finance, Credit Risk Management, Customer Relations, Investment Advisory, Liquidity Risk, Bloomberg Terminal, Customer Service, Consulting, Managerial Finance, Analytics, Market Risk, Loan Modifications, Retail Banking, Real Estate Economics, Loan Origination, MBS, Mortgage Banking, Residential Mortgages, Mortgage Servicing, Bloomberg, Funding, Money Market Funds, Community Reinvestment..., Credit risk rating..., SME Consulting, International..., Credit, Moody's RiskAnalyst, Financial Services, Probability of Default, Potential Future..., Internal Counterparty..., Loss Given Default, IFRS, Credit Risk Governance, Financial Analysis, Banking, Investments, Loans, Analysis
Education
University of Maryland - Robert H. Smith School of Business 2013 — 2015
Master of Business Administration (MBA), Financial Management and Business Strategy
Georgia State University 2006 — 2008
Bachelor's degree, Finance
Georgia Perimeter College 2004 — 2006
Associate's degree, Business Administration, Management and Operations
E*TRADE Financial October 2013 - Present
USAID January 2014 - January 2014
Fannie Mae June 2010 - October 2013
Freddie Mac October 2008 - June 2010
Morgan Stanley Smith Barney January 2008 - May 2008
SunTrust Bank June 2006 - August 2007
Skills
Credit Risk, Loss Mitigation, Corporate Finance, Risk Assessment, Portfolio Management, Financial Risk, Credit Analysis, Financial Modeling, Financial Advisory, Risk Management, Finance, Credit Risk Management, Customer Relations, Investment Advisory, Liquidity Risk, Bloomberg Terminal, Customer Service, Consulting, Managerial Finance, Analytics, Market Risk, Loan Modifications, Retail Banking, Real Estate Economics, Loan Origination, MBS, Mortgage Banking, Residential Mortgages, Mortgage Servicing, Bloomberg, Funding, Money Market Funds, Community Reinvestment..., Credit risk rating..., SME Consulting, International..., Credit, Moody's RiskAnalyst, Financial Services, Probability of Default, Potential Future..., Internal Counterparty..., Loss Given Default, IFRS, Credit Risk Governance, Financial Analysis, Banking, Investments, Loans, Analysis
Education
University of Maryland - Robert H. Smith School of Business 2013 — 2015
Master of Business Administration (MBA), Financial Management and Business Strategy
Georgia State University 2006 — 2008
Bachelor's degree, Finance
Georgia Perimeter College 2004 — 2006
Associate's degree, Business Administration, Management and Operations
Peter Appel Peter Appel's E*TRADE Financial Experience May 2008 - September 2013
Job VP Business Development, ITE Management
Industry Financial Services
Experience
ITE Management March 2014 - Present
E*TRADE Financial May 2008 - September 2013
E*TRADE Financial May 2006 - May 2008
Jefferson National January 2001 - March 2005
FHLMC SS&TG January 2000 - January 2001
Telebanc Financial Corporation January 1995 - January 2000
Barclay Investments October 1993 - January 1995
RMJ Securities October 1992 - October 1993
Cantor Fitzgerald September 1990 - October 1991
Cowen & Co September 1990 - October 1991
Skills
Portfolio Management, Securities, Fixed Income, Financial Services, Banking, Financial Analysis, Risk Management, Derivatives, Credit, Trading, Capital Markets, Mortgage Lending, Operations Management, Credit Risk, Bloomberg, MBS
Education
Franklin Pierce College
Bachelor's degree, Economic Theory
ITE Management March 2014 - Present
E*TRADE Financial May 2008 - September 2013
E*TRADE Financial May 2006 - May 2008
Jefferson National January 2001 - March 2005
FHLMC SS&TG January 2000 - January 2001
Telebanc Financial Corporation January 1995 - January 2000
Barclay Investments October 1993 - January 1995
RMJ Securities October 1992 - October 1993
Cantor Fitzgerald September 1990 - October 1991
Cowen & Co September 1990 - October 1991
Skills
Portfolio Management, Securities, Fixed Income, Financial Services, Banking, Financial Analysis, Risk Management, Derivatives, Credit, Trading, Capital Markets, Mortgage Lending, Operations Management, Credit Risk, Bloomberg, MBS
Education
Franklin Pierce College
Bachelor's degree, Economic Theory
Charles Leonard Charles Leonard's E*TRADE Financial Experience 2007 - 2011
Job Director, Payment Operations at Capital One
Industry Financial Services
Experience
E*TRADE FINANCIAL 2007 - 2011
E*TRADE Financial 2005 - 2007
E*TRADE Financial 2002 - 2005
E*TRADE Financial 2000 - 2002
Navy Federal Credit Union 1999 - 2000
Navy Federal Credit Union 1998 - 1999
Navy Federal Credit Union 1996 - 1998
Education
George Mason University
BA, Psychology
E*TRADE FINANCIAL 2007 - 2011
E*TRADE Financial 2005 - 2007
E*TRADE Financial 2002 - 2005
E*TRADE Financial 2000 - 2002
Navy Federal Credit Union 1999 - 2000
Navy Federal Credit Union 1998 - 1999
Navy Federal Credit Union 1996 - 1998
Education
George Mason University
BA, Psychology
Jennifer McKinley's E*TRADE Financial Experience December 2011 - June 2013
Job Analyst in Financial Services
Industry Financial Services
Experience
Freddie Mac February 2015 - Present
Aaron's, Inc June 2013 - January 2015
E*TRADE Financial December 2011 - June 2013
Target August 2010 - December 2011
Target Corporations May 2009 - August 2010
Skills
Talent Management, Onboarding, Operations Management, Human Resources, Strategic Communications, Microsoft Technologies, Leadership, Microsoft Office, Customer Service, Training and Development, Engaging and Inspiring..., Data Analysis, Financial Reporting, Financial Analysis, Financial Accounting, Billing Systems, Billing Process, Reporting & Analysis, Ad Hoc Reporting, Microsoft Excel, Project Management, Research, Team Building, Consulting
Education
Florida State University - College of Business 2006 — 2010
Bachelor of Science, Finance & Applied Economics
Freddie Mac February 2015 - Present
Aaron's, Inc June 2013 - January 2015
E*TRADE Financial December 2011 - June 2013
Target August 2010 - December 2011
Target Corporations May 2009 - August 2010
Skills
Talent Management, Onboarding, Operations Management, Human Resources, Strategic Communications, Microsoft Technologies, Leadership, Microsoft Office, Customer Service, Training and Development, Engaging and Inspiring..., Data Analysis, Financial Reporting, Financial Analysis, Financial Accounting, Billing Systems, Billing Process, Reporting & Analysis, Ad Hoc Reporting, Microsoft Excel, Project Management, Research, Team Building, Consulting
Education
Florida State University - College of Business 2006 — 2010
Bachelor of Science, Finance & Applied Economics
Heather Willoughby's E*TRADE Financial Experience April 2006 - December 2007
Job HR Manager at ezStorage
Industry Real Estate
Experience
ezStorage Corporation April 2014 - Present
Hargrove, Inc. October 2012 - April 2014
ARINC January 2008 - August 2012
SECU Credit Union March 2009 - October 2009
E*TRADE Financial April 2006 - December 2007
USi 2005 - 2006
Discovery Communications November 1999 - August 2005
Skills
Employee Relations, Employee Development, Organizational..., Diversity Strategy, Policy and Program..., Talent Acquisition, Afirmative Action..., EEO compliance, Employment Law, Interview Coaching, OFCCP Compliance, Training & Development, New Hire Orientation, Systems Analysis, Campus Relations, Benefits Administration, Compensation Planning, Policy, Personnel Management, OFCCP, Leadership, Leadership Development, New Hire Orientations, Campus, Job Coaching, Project Planning, Employee Training, Recruiting, Management, Program Management, Employee Benefits, Interviews, Onboarding, Human Resources, Performance Management, Succession Planning, Training, FMLA, Sourcing, Temporary Placement, Talent Management, HRIS, Coaching, Change Management, Organizational Design
Education
Frostburg State University 1993 — 1997
Bachelor of Science, Mass Communications and Political Science
ezStorage Corporation April 2014 - Present
Hargrove, Inc. October 2012 - April 2014
ARINC January 2008 - August 2012
SECU Credit Union March 2009 - October 2009
E*TRADE Financial April 2006 - December 2007
USi 2005 - 2006
Discovery Communications November 1999 - August 2005
Skills
Employee Relations, Employee Development, Organizational..., Diversity Strategy, Policy and Program..., Talent Acquisition, Afirmative Action..., EEO compliance, Employment Law, Interview Coaching, OFCCP Compliance, Training & Development, New Hire Orientation, Systems Analysis, Campus Relations, Benefits Administration, Compensation Planning, Policy, Personnel Management, OFCCP, Leadership, Leadership Development, New Hire Orientations, Campus, Job Coaching, Project Planning, Employee Training, Recruiting, Management, Program Management, Employee Benefits, Interviews, Onboarding, Human Resources, Performance Management, Succession Planning, Training, FMLA, Sourcing, Temporary Placement, Talent Management, HRIS, Coaching, Change Management, Organizational Design
Education
Frostburg State University 1993 — 1997
Bachelor of Science, Mass Communications and Political Science
Josh Weisler Josh Weisler's E*TRADE Financial Experience February 2012 - September 2012
Job Experienced Digital Marketing Professional
Industry Internet
Experience
Kaplan Test Prep and Admissions November 2012 - Present
E*TRADE Financial February 2012 - September 2012
ooVoo January 2011 - February 2012
Citi December 2009 - January 2011
Citi June 2006 - December 2009
Citi August 2003 - June 2006
Cablevision September 2001 - August 2003
DealTime, Inc. June 2000 - April 2001
FortuneCity.com, Inc. May 1999 - July 2000
Smith, Bucklin & Associations 1997 - 1998
Skills
SEO, Online Marketing, Mobile Marketing, Digital Strategy, Mobile, Innovation Management, Mobile Devices, Online Advertising, Marketing Strategy, E-commerce, Business Strategy, Product Development, Marketing, Team Management, Analytics, Strategic Partnerships, Mobile Advertising, Product Management, Web Analytics, Lead Generation, Competitive Analysis, Product Marketing, Digital Media, Interactive Marketing, Business Development, Multi-channel Marketing, Marketing Management, Digital Marketing, Customer Acquisition, Customer Experience, SEM, Cross-functional Team..., Integrated Marketing, Google Analytics, Strategy, Emerging Technologies, PPC, Strategic Planning, Vendor Relationships
Education
Fordham Gabelli School of Business 1998 — 2000
MBA, Marketing
University of Wisconsin-Madison 1991 — 1995
BA, Communication Arts
Kaplan Test Prep and Admissions November 2012 - Present
E*TRADE Financial February 2012 - September 2012
ooVoo January 2011 - February 2012
Citi December 2009 - January 2011
Citi June 2006 - December 2009
Citi August 2003 - June 2006
Cablevision September 2001 - August 2003
DealTime, Inc. June 2000 - April 2001
FortuneCity.com, Inc. May 1999 - July 2000
Smith, Bucklin & Associations 1997 - 1998
Skills
SEO, Online Marketing, Mobile Marketing, Digital Strategy, Mobile, Innovation Management, Mobile Devices, Online Advertising, Marketing Strategy, E-commerce, Business Strategy, Product Development, Marketing, Team Management, Analytics, Strategic Partnerships, Mobile Advertising, Product Management, Web Analytics, Lead Generation, Competitive Analysis, Product Marketing, Digital Media, Interactive Marketing, Business Development, Multi-channel Marketing, Marketing Management, Digital Marketing, Customer Acquisition, Customer Experience, SEM, Cross-functional Team..., Integrated Marketing, Google Analytics, Strategy, Emerging Technologies, PPC, Strategic Planning, Vendor Relationships
Education
Fordham Gabelli School of Business 1998 — 2000
MBA, Marketing
University of Wisconsin-Madison 1991 — 1995
BA, Communication Arts
Amit Banerjee Amit Banerjee's E*TRADE Financial Experience March 2009 - March 2010
Job Vice President, Trading Systems at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. October 2014 - Present
BNY Mellon April 2012 - October 2014
Fidelity National Financial March 2010 - April 2012
E*TRADE Financial March 2009 - March 2010
E*TRADE Financial Corporation January 2006 - July 2009
E*TRADE Bank April 2003 - January 2006
E*TRADE Financial Corporation April 2000 - April 2003
S.W.I.F.T. 1989 - 2000
SWIFT 1987 - 1989
Unisys June 1981 - March 1987
Skills
E-commerce, Scalability, Distributed Systems, Banking, Enterprise Architecture, SOA, IT Strategy, SDLC, IT Management, Compliance, Architecture, Server Architecture, J2EE, Software Project..., Databases, XML, Outsourcing, Data Center, Web Services, Business Intelligence, Software Development, Data Warehousing, Security, Disaster Recovery, IT Governance, Program Management, Software Engineering, Perl, Unix, Governance, Java Enterprise Edition, Requirements Analysis, Integration, CRM, Financial Services, Vendor Management, Agile Methodologies, PMO, Strategy, Cross-functional Team..., Oracle, Solution Architecture, Management, IT Operations, Project Management, Cloud Computing, Product Management, Business Analysis, Information Technology, Agile Project Management
Education
George Mason University 1991 — 1994
MS, Computer Science, 3.9
Indian Institute of Science 1978 — 1981
BE, Electronics Engineering, 3.9
St. Stephen's College 1975 — 1978
B.Sc., Physics, 3.6
Raymond James Financial Inc. October 2014 - Present
BNY Mellon April 2012 - October 2014
Fidelity National Financial March 2010 - April 2012
E*TRADE Financial March 2009 - March 2010
E*TRADE Financial Corporation January 2006 - July 2009
E*TRADE Bank April 2003 - January 2006
E*TRADE Financial Corporation April 2000 - April 2003
S.W.I.F.T. 1989 - 2000
SWIFT 1987 - 1989
Unisys June 1981 - March 1987
Skills
E-commerce, Scalability, Distributed Systems, Banking, Enterprise Architecture, SOA, IT Strategy, SDLC, IT Management, Compliance, Architecture, Server Architecture, J2EE, Software Project..., Databases, XML, Outsourcing, Data Center, Web Services, Business Intelligence, Software Development, Data Warehousing, Security, Disaster Recovery, IT Governance, Program Management, Software Engineering, Perl, Unix, Governance, Java Enterprise Edition, Requirements Analysis, Integration, CRM, Financial Services, Vendor Management, Agile Methodologies, PMO, Strategy, Cross-functional Team..., Oracle, Solution Architecture, Management, IT Operations, Project Management, Cloud Computing, Product Management, Business Analysis, Information Technology, Agile Project Management
Education
George Mason University 1991 — 1994
MS, Computer Science, 3.9
Indian Institute of Science 1978 — 1981
BE, Electronics Engineering, 3.9
St. Stephen's College 1975 — 1978
B.Sc., Physics, 3.6
Courtenay Kane Courtenay Kane's E*TRADE Financial Experience April 2001 - December 2002
Job Account Director at OTAS Technologies
Industry Financial Services
Experience
OTAS Technologies August 2013 - Present
KBW July 2011 - June 2012
Morgan Stanley March 2011 - July 2011
Nomura Securities May 2006 - May 2009
Nomura Securities July 2004 - May 2006
RBC Dain Rauscher February 2003 - July 2004
E*TRADE Financial April 2001 - December 2002
Skills
FINRA, Bloomberg, Equities, Series 7, Trading, Investments, Portfolio Management, Asset Managment, Equity Research, Financial Analysis, Fixed Income, Securities, Financial Modeling, Investor Relations, Competitive Analysis, Hedge Funds, Series 63, Equity Trading, Options, Electronic Trading, Trading Systems, Emerging Markets, Bloomberg Terminal, Risk Management, Asset Management, Strategy
Education
Fordham Gabelli School of Business 2006 — 2010
MBA, Finance and Marketing
University of California, Santa Cruz 1996 — 2000
BA, Global Economics
OTAS Technologies August 2013 - Present
KBW July 2011 - June 2012
Morgan Stanley March 2011 - July 2011
Nomura Securities May 2006 - May 2009
Nomura Securities July 2004 - May 2006
RBC Dain Rauscher February 2003 - July 2004
E*TRADE Financial April 2001 - December 2002
Skills
FINRA, Bloomberg, Equities, Series 7, Trading, Investments, Portfolio Management, Asset Managment, Equity Research, Financial Analysis, Fixed Income, Securities, Financial Modeling, Investor Relations, Competitive Analysis, Hedge Funds, Series 63, Equity Trading, Options, Electronic Trading, Trading Systems, Emerging Markets, Bloomberg Terminal, Risk Management, Asset Management, Strategy
Education
Fordham Gabelli School of Business 2006 — 2010
MBA, Finance and Marketing
University of California, Santa Cruz 1996 — 2000
BA, Global Economics
J.T. Farley's E*TRADE Financial Experience 2001 - 2003
Job
Industry Capital Markets
Experience
ITG May 2009 - Present
CLSA Asia Pacific March 2008 - December 2008
Banc of America Securities June 2005 - February 2008
E*TRADE Financial 2001 - 2003
Upside.com 2000 - 2001
CNBC International 1996 - 2000
IOM 1992 - 1993
Skills
FINRA Series 7, 24, 63, Financial Markets, Investor Relations, Hedge Funds, Mandarin, Corporate Communications, Media Relations, Editing, Writing, Electronic Trading, Equities, Securities, Equity Research, Public Relations, Capital Markets, Investments
Education
New York University 2003 — 2005
MBA
The University of Hong Kong 1995 — 1997
M.A.
Georgetown University 1991 — 1994
B.S.
National Taiwan Normal University 1993 — 1993
ITG May 2009 - Present
CLSA Asia Pacific March 2008 - December 2008
Banc of America Securities June 2005 - February 2008
E*TRADE Financial 2001 - 2003
Upside.com 2000 - 2001
CNBC International 1996 - 2000
IOM 1992 - 1993
Skills
FINRA Series 7, 24, 63, Financial Markets, Investor Relations, Hedge Funds, Mandarin, Corporate Communications, Media Relations, Editing, Writing, Electronic Trading, Equities, Securities, Equity Research, Public Relations, Capital Markets, Investments
Education
New York University 2003 — 2005
MBA
The University of Hong Kong 1995 — 1997
M.A.
Georgetown University 1991 — 1994
B.S.
National Taiwan Normal University 1993 — 1993
Robert Bauman, MBA Robert Bauman, MBA's E*TRADE Financial Experience 2013 - 2015
Job Accounting Manager at NGP VAN
Industry Financial Services
Experience
NGP VAN February 2015 - Present
E*TRADE Financial 2013 - 2015
GeoGlobal Energy LLC 2012 - 2013
Marriott International 2010 - 2012
Marriott International 2008 - 2010
Marriott International 2007 - 2008
Skills
General Ledger, Account Reconciliation, Financial Reporting, GAAP, Accounting, Financial Accounting, Internal Controls, Financial Analysis, Auditing, Sarbanes-Oxley Act, PeopleSoft, Financial Statements, Accounts Receivable, US GAAP, Bank Reconciliation, Cost Accounting, Forecasting, Analysis, Payroll, Journal Entries, Variance Analysis, Fixed Assets, Internal Audit, Cash Management
Education
George Mason University 2009 — 2012
Master of Business Administration, Accounting
Virginia Polytechnic Institute and State University - Pamplin College of Business 2003 — 2007
B.S Business, Accounting
NGP VAN February 2015 - Present
E*TRADE Financial 2013 - 2015
GeoGlobal Energy LLC 2012 - 2013
Marriott International 2010 - 2012
Marriott International 2008 - 2010
Marriott International 2007 - 2008
Skills
General Ledger, Account Reconciliation, Financial Reporting, GAAP, Accounting, Financial Accounting, Internal Controls, Financial Analysis, Auditing, Sarbanes-Oxley Act, PeopleSoft, Financial Statements, Accounts Receivable, US GAAP, Bank Reconciliation, Cost Accounting, Forecasting, Analysis, Payroll, Journal Entries, Variance Analysis, Fixed Assets, Internal Audit, Cash Management
Education
George Mason University 2009 — 2012
Master of Business Administration, Accounting
Virginia Polytechnic Institute and State University - Pamplin College of Business 2003 — 2007
B.S Business, Accounting
Alan Alegado, CFA's E*TRADE Financial Experience January 2011 - Present
Job Portfolio Manager at E*TRADE Financial
Industry Capital Markets
Experience
E*TRADE Financial January 2011 - Present
Steptoe & Johnson LLP June 2008 - January 2011
PNC Financial Services Group June 2007 - August 2007
UBS Wealth Management September 2006 - June 2007
Education
University of Virginia Darden School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Georgetown University - The McDonough School of Business 2004 — 2008
B.S. Business Administration, Finance, International Business
Gilman School 1991 — 2004
E*TRADE Financial January 2011 - Present
Steptoe & Johnson LLP June 2008 - January 2011
PNC Financial Services Group June 2007 - August 2007
UBS Wealth Management September 2006 - June 2007
Education
University of Virginia Darden School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Georgetown University - The McDonough School of Business 2004 — 2008
B.S. Business Administration, Finance, International Business
Gilman School 1991 — 2004
Ashleigh E. Smith Ashleigh E. Smith's E*TRADE Financial Experience January 2014 - Present
Job Manager, Accounting Policy at E*TRADE Financial
Industry Accounting
Experience
E*TRADE Financial January 2014 - Present
Hilton Worldwide June 2012 - January 2014
KPMG LLP September 2007 - June 2012
Skills
CIA, CPA, Financial Audits, Internal Audit, Auditing, Internal Controls, GAAP, Financial Accounting, Sarbanes-Oxley Act, SOX 404, Revenue Recognition, Accounting, Process Improvement, Finance, Financial Reporting, SEC Financial Reporting, Project Management, Business Process..., US GAAP
Education
Georgetown University 2003 — 2007
Bachelor of Business Administration (BBA), Major: Accounting, Minor: French
E*TRADE Financial January 2014 - Present
Hilton Worldwide June 2012 - January 2014
KPMG LLP September 2007 - June 2012
Skills
CIA, CPA, Financial Audits, Internal Audit, Auditing, Internal Controls, GAAP, Financial Accounting, Sarbanes-Oxley Act, SOX 404, Revenue Recognition, Accounting, Process Improvement, Finance, Financial Reporting, SEC Financial Reporting, Project Management, Business Process..., US GAAP
Education
Georgetown University 2003 — 2007
Bachelor of Business Administration (BBA), Major: Accounting, Minor: French
Sonia Song Sonia Song's E*TRADE Financial Experience November 2005 - August 2013
Job Manager Financial Analysis, BASEL II at Capital One
Industry Financial Services
Experience
Capital One August 2013 - Present
E*TRADE Financial November 2005 - August 2013
Genetics & IVF Institute June 2004 - November 2005
Skills
Financial Reporting, GAAP, Financial Analysis, Finance, Financial Accounting, XBRL, Sarbanes-Oxley Act, Accounting, US GAAP, SEC reporting, Bank regulatory..., Internal Controls, Accounting Policy, Project Management, Regulatory Capital, Basel II, Basel III
Education
Georgetown University - The McDonough School of Business 2008 — 2011
MBA
George Mason University - School of Business 2000 — 2004
BS, Accounting, Finance
Capital One August 2013 - Present
E*TRADE Financial November 2005 - August 2013
Genetics & IVF Institute June 2004 - November 2005
Skills
Financial Reporting, GAAP, Financial Analysis, Finance, Financial Accounting, XBRL, Sarbanes-Oxley Act, Accounting, US GAAP, SEC reporting, Bank regulatory..., Internal Controls, Accounting Policy, Project Management, Regulatory Capital, Basel II, Basel III
Education
Georgetown University - The McDonough School of Business 2008 — 2011
MBA
George Mason University - School of Business 2000 — 2004
BS, Accounting, Finance
Ryan Warner Ryan Warner's E*TRADE Financial Experience November 2008 - September 2011
Job Operations Manager at Etix
Industry Internet
Experience
Etix March 2014 - Present
Credit Suisse October 2013 - March 2014
Capital One September 2011 - July 2013
E*TRADE Financial November 2008 - September 2011
Loudoun County Public Schools December 2007 - November 2008
Commerce Bank August 2005 - January 2007
Skills
Leadership, Project Management, Training, Management, Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Access, Data Analysis, Microsoft Word, Outlook, Research, Strategic Planning, Public Speaking, Budgets, Financial Analysis, Time Management, Sales, Cross-functional Team..., Software Documentation
Education
George Mason University - School of Management 2010 — 2012
MBA, Business Administration and Management, General
George Mason University 2003 — 2008
BS, Economics
Etix March 2014 - Present
Credit Suisse October 2013 - March 2014
Capital One September 2011 - July 2013
E*TRADE Financial November 2008 - September 2011
Loudoun County Public Schools December 2007 - November 2008
Commerce Bank August 2005 - January 2007
Skills
Leadership, Project Management, Training, Management, Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Access, Data Analysis, Microsoft Word, Outlook, Research, Strategic Planning, Public Speaking, Budgets, Financial Analysis, Time Management, Sales, Cross-functional Team..., Software Documentation
Education
George Mason University - School of Management 2010 — 2012
MBA, Business Administration and Management, General
George Mason University 2003 — 2008
BS, Economics
Peter Engelmaier Peter Engelmaier's E*TRADE Financial Experience February 2002 - November 2002
Job Board of Directors, Partnership Director at Metro Atlanta Association of Professionals (MAAP)
Industry Financial Services
Experience
Engelmaier Associates, L.C. 2011 - Present
Metro Atlanta Association of Professionals (MAAP) 2014 - Present
Consultant 2010 - Present
Bank of America February 2008 - September 2009
Flagstar Bank November 2005 - February 2008
LendingTree 2003 - 2005
E*Trade Financial February 2002 - November 2002
First Union / Wachovia Bank February 1994 - February 2002
Skills
Mortgage Lending, Loan Origination, Mortgage Banking, Leadership, Loans, Underwriting, Credit, Business Development, Analytics, Sales, Call Centers, Program Management, Management, Salesforce.com, Financial Services, Executive Management, Budgets, Banking, Relationship Management
Education
University of Maryland College Park 1993 — 1995
MBA, Not completed due to company relocation.
Georgetown University 1985 — 1989
Bachelor of Arts, Theology/Theological Studies
Engelmaier Associates, L.C. 2011 - Present
Metro Atlanta Association of Professionals (MAAP) 2014 - Present
Consultant 2010 - Present
Bank of America February 2008 - September 2009
Flagstar Bank November 2005 - February 2008
LendingTree 2003 - 2005
E*Trade Financial February 2002 - November 2002
First Union / Wachovia Bank February 1994 - February 2002
Skills
Mortgage Lending, Loan Origination, Mortgage Banking, Leadership, Loans, Underwriting, Credit, Business Development, Analytics, Sales, Call Centers, Program Management, Management, Salesforce.com, Financial Services, Executive Management, Budgets, Banking, Relationship Management
Education
University of Maryland College Park 1993 — 1995
MBA, Not completed due to company relocation.
Georgetown University 1985 — 1989
Bachelor of Arts, Theology/Theological Studies
Dominic Bartolone Dominic Bartolone's E*TRADE Financial Experience January 2002 - January 2004
Job Capital Marketing Associates, Inc
Industry Financial Services
Experience
Capital Marketing Associates, Inc. January 2007 - Present
DB Innovations LLC January 2001 - Present
GSF 2015 - 2015
GSF 2015 - 2015
DynaPass Inc. 2012 - 2012
Downey Savings January 2007 - January 2009
HLC/Lending Tree January 2006 - January 2007
Washington Mutual January 2004 - January 2006
E*TRADE Financial January 2002 - January 2004
Medtronic January 1991 - January 2001
Skills
Technical Writing, Web Design, Graphic Design, Real Estate, Funding, Venture Capital, Entrepreneurship, New Business Development, Website Development, Loans, Private Placements, Investments, Small Business, Marketing, Real Estate Economics, Foreclosures, Online Marketing, Emerging Markets, Negotiation, Project Finance, Residential Homes
Education
Fullerton College 1986 — 1988
Capital Marketing Associates, Inc. January 2007 - Present
DB Innovations LLC January 2001 - Present
GSF 2015 - 2015
GSF 2015 - 2015
DynaPass Inc. 2012 - 2012
Downey Savings January 2007 - January 2009
HLC/Lending Tree January 2006 - January 2007
Washington Mutual January 2004 - January 2006
E*TRADE Financial January 2002 - January 2004
Medtronic January 1991 - January 2001
Skills
Technical Writing, Web Design, Graphic Design, Real Estate, Funding, Venture Capital, Entrepreneurship, New Business Development, Website Development, Loans, Private Placements, Investments, Small Business, Marketing, Real Estate Economics, Foreclosures, Online Marketing, Emerging Markets, Negotiation, Project Finance, Residential Homes
Education
Fullerton College 1986 — 1988
Brett Goodman's E*TRADE Financial Experience 2005 - 2006
Job SVP, Investor Relations & Corporate Communications at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation March 2013 - Present
E*TRADE Financial Corporation 2006 - April 2013
E*TRADE Financial 2005 - 2006
Education
Fort Lewis College
Business Administration
E*TRADE Financial Corporation March 2013 - Present
E*TRADE Financial Corporation 2006 - April 2013
E*TRADE Financial 2005 - 2006
Education
Fort Lewis College
Business Administration
Carolyn Maszczak Carolyn Maszczak's E*TRADE Financial Experience February 1999 - June 1999
Job Social Media Marketing/Artist
Industry Marketing and Advertising
Experience
Basil Bandwagon Natural Market April 2013 - Present
Private Art Lessons June 2011 - Present
Self-employed 2009 - Present
Advanced Chiropractic of Folsom June 2000 - December 2003
E*TRADE Financial February 1999 - June 1999
Long Hill Township Police Department June 1997 - August 1998
Skills
Painting, Drawing, Art, Public Speaking, Illustration, Customer Service, Portraits, Social Media, Acrylic, Murals, Teaching, Microsoft Office, Photography, Abstraction, Music, Singing, Collage, Time Management, Copywriting, Marketing, Social Media Marketing, Social Networking, Graphic Design, Graphics, Advertising, Online Advertising, Blogging
Education
Southern New Hampshire University 2015 — 2017
Bachelor's Degree, Marketing/Social Media Marketing, Sophmore
Folsom Lake College 2008 — 2012
Bachelor of Arts (B.A.), Art/Art Studies, General
Redwood Christian High School
Basil Bandwagon Natural Market April 2013 - Present
Private Art Lessons June 2011 - Present
Self-employed 2009 - Present
Advanced Chiropractic of Folsom June 2000 - December 2003
E*TRADE Financial February 1999 - June 1999
Long Hill Township Police Department June 1997 - August 1998
Skills
Painting, Drawing, Art, Public Speaking, Illustration, Customer Service, Portraits, Social Media, Acrylic, Murals, Teaching, Microsoft Office, Photography, Abstraction, Music, Singing, Collage, Time Management, Copywriting, Marketing, Social Media Marketing, Social Networking, Graphic Design, Graphics, Advertising, Online Advertising, Blogging
Education
Southern New Hampshire University 2015 — 2017
Bachelor's Degree, Marketing/Social Media Marketing, Sophmore
Folsom Lake College 2008 — 2012
Bachelor of Arts (B.A.), Art/Art Studies, General
Redwood Christian High School
Alex Grohmann Alex Grohmann's E*TRADE Financial Experience 2007 - 2010
Job GlobalCyberRisk LLC
Industry Information Technology and Services
Experience
GlobalCyberRisk LLC 2014 - Present
Morgan Franklin 2012 - 2014
SeNet International 2011 - 2012
Cogent Systems (a 3M company) 2011 - 2011
E*TRADE Financial 2007 - 2010
Etrade Financial 2005 - 2007
Freddie Mac 2002 - 2005
IBM 2000 - 2002
Florida Department of Children and Families 1995 - 2000
Sigma Alpha Epsilon Fraternity at Florida State 1900 - 1900
Education
Florida State University - College of Business
B.S., Management Information Systems
University of Maryland University College
Masters of Business Administration
GlobalCyberRisk LLC 2014 - Present
Morgan Franklin 2012 - 2014
SeNet International 2011 - 2012
Cogent Systems (a 3M company) 2011 - 2011
E*TRADE Financial 2007 - 2010
Etrade Financial 2005 - 2007
Freddie Mac 2002 - 2005
IBM 2000 - 2002
Florida Department of Children and Families 1995 - 2000
Sigma Alpha Epsilon Fraternity at Florida State 1900 - 1900
Education
Florida State University - College of Business
B.S., Management Information Systems
University of Maryland University College
Masters of Business Administration
Larry Martin CFP ® ChFC ® Larry Martin CFP ® ChFC ®'s E*TRADE Financial Experience July 2012 - July 2013
Job Financial Planning Professional
Industry Financial Services
Experience
The Mutual Fund Store July 2013 - September 2015
E*TRADE Financial July 2012 - July 2013
JJRM Wealth Strategies, LLC June 2010 - July 2012
Fidelity Investments September 2003 - May 2010
Fidelity Investments Institutional Services September 1999 - September 2003
Fidelity Investments June 1998 - September 1999
Fidelity Investments April 1996 - May 1998
Skills
Financial Planning, Retirement, Asset Allocation, Series 7, Mutual Funds, Investments, Series 63, Retirement Planning, Investment Management, Fixed Annuities, Securities, Wealth Management, Life Insurance, Financial Advisory, Disability Insurance, Holistic Financial...
Education
The American College 2005 — 2009
ChFC
Florida State University 2007 — 2008
CFP
Plymouth State University 1990 — 1994
BS, Exercise Science
The Mutual Fund Store July 2013 - September 2015
E*TRADE Financial July 2012 - July 2013
JJRM Wealth Strategies, LLC June 2010 - July 2012
Fidelity Investments September 2003 - May 2010
Fidelity Investments Institutional Services September 1999 - September 2003
Fidelity Investments June 1998 - September 1999
Fidelity Investments April 1996 - May 1998
Skills
Financial Planning, Retirement, Asset Allocation, Series 7, Mutual Funds, Investments, Series 63, Retirement Planning, Investment Management, Fixed Annuities, Securities, Wealth Management, Life Insurance, Financial Advisory, Disability Insurance, Holistic Financial...
Education
The American College 2005 — 2009
ChFC
Florida State University 2007 — 2008
CFP
Plymouth State University 1990 — 1994
BS, Exercise Science
Patti Solomon (new) Patti Solomon (new)'s E*TRADE Financial Experience October 1997 - May 2000
Job Executive Office Professional
Industry Executive Office
Experience
Cellular Sales of Knoxville, Inc. August 2009 - October 2009
Peachtree Telecommunications Int'l, LLC May 2009 - June 2009
HPI Direct June 2006 - February 2009
Liberty Mutual January 2006 - July 2006
World Financial Group (WFG) January 2006 - July 2006
Metlife Insurance June 2002 - January 2006
TIC Enterprises May 2000 - November 2001
MCI Telecommunications October 1997 - May 2000
BellSouth Long Distance October 1997 - May 2000
E*TRADE Financial October 1997 - May 2000
Education
Florida International University
Bachelors, Communications
Cellular Sales of Knoxville, Inc. August 2009 - October 2009
Peachtree Telecommunications Int'l, LLC May 2009 - June 2009
HPI Direct June 2006 - February 2009
Liberty Mutual January 2006 - July 2006
World Financial Group (WFG) January 2006 - July 2006
Metlife Insurance June 2002 - January 2006
TIC Enterprises May 2000 - November 2001
MCI Telecommunications October 1997 - May 2000
BellSouth Long Distance October 1997 - May 2000
E*TRADE Financial October 1997 - May 2000
Education
Florida International University
Bachelors, Communications
Rob Shenk Rob Shenk's E*TRADE Financial Experience August 2001 - October 2007
Job Senior Vice President, Visitor Engagement
Industry Internet
Experience
George Washington's Mount Vernon Estate, Museum & Gardens February 2014 - Present
George Washington's Mount Vernon Estate, Museum & Gardens April 2013 - February 2014
Civil War Trust October 2007 - March 2013
E*TRADE Financial August 2001 - October 2007
America Online February 1994 - October 2000
U.S. Navy August 1988 - February 1994
Skills
Internet Banking, Content Strategy, Internet Strategy, Web Development, Product Development, Mobile Product..., Mobile Content, Content Management, Mobile Internet, Mobile Applications, Bill Payment, Mobile, Fundraising, Non-profits, Public Speaking, iPhone, Wireless, SEO, Photography, Videography, Convio, Mobile Devices, Online Marketing, Strategic Planning, Nonprofits, Social Media, Facebook, Strategy, Executive Management, Financial Services, Management, Strategic Partnerships, Entrepreneurship, Media Relations, Leadership, Integrated Marketing, New Media, Email Marketing, Budgets, E-commerce, Public Relations, Google Analytics, Strategic Communications, Start-ups, Creative Direction, Mobile Marketing, Analytics, Digital Media, Digital Strategy, Thought Leadership
Education
Georgetown University 1991 — 1993
M.A., National Security Studies
University of California, Berkeley 1983 — 1988
B.A., Political Economy of Industrial Societies
George Washington's Mount Vernon Estate, Museum & Gardens February 2014 - Present
George Washington's Mount Vernon Estate, Museum & Gardens April 2013 - February 2014
Civil War Trust October 2007 - March 2013
E*TRADE Financial August 2001 - October 2007
America Online February 1994 - October 2000
U.S. Navy August 1988 - February 1994
Skills
Internet Banking, Content Strategy, Internet Strategy, Web Development, Product Development, Mobile Product..., Mobile Content, Content Management, Mobile Internet, Mobile Applications, Bill Payment, Mobile, Fundraising, Non-profits, Public Speaking, iPhone, Wireless, SEO, Photography, Videography, Convio, Mobile Devices, Online Marketing, Strategic Planning, Nonprofits, Social Media, Facebook, Strategy, Executive Management, Financial Services, Management, Strategic Partnerships, Entrepreneurship, Media Relations, Leadership, Integrated Marketing, New Media, Email Marketing, Budgets, E-commerce, Public Relations, Google Analytics, Strategic Communications, Start-ups, Creative Direction, Mobile Marketing, Analytics, Digital Media, Digital Strategy, Thought Leadership
Education
Georgetown University 1991 — 1993
M.A., National Security Studies
University of California, Berkeley 1983 — 1988
B.A., Political Economy of Industrial Societies
Alexis Kelly Alexis Kelly's E*TRADE Financial Experience 2013 - Present
Job Financial Services Professional
Industry Investment Management
Experience
E*TRADE Financial 2013 - Present
Gadsden County School Board 2010 - 2011
Florida State University 2009 - 2010
Merrill Lynch 2008 - 2009
Education
Florida Agricultural and Mechanical University 1999 — 2003
Bachelor of Science, Health Science
E*TRADE Financial 2013 - Present
Gadsden County School Board 2010 - 2011
Florida State University 2009 - 2010
Merrill Lynch 2008 - 2009
Education
Florida Agricultural and Mechanical University 1999 — 2003
Bachelor of Science, Health Science
Milton Rooks Milton Rooks's E*TRADE Financial Experience 2010 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
E*TRADE Financial 2010 - 2012
SunTrust Investment Services July 2007 - July 2010
Skills
Series 7, Series 63, Mutual Funds, Securities, Fixed Annuities, Asset Allocation, Wealth Management, Retirement, Retirement Planning, 401k, FINRA, Investment Advisory, Series 24, Series 65, Uniform Combined State..., Credit, Small Business
Education
Georgia Tech 1997 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
Southern Crescent Technical College 2013 — 2014
E*TRADE Financial 2010 - 2012
SunTrust Investment Services July 2007 - July 2010
Skills
Series 7, Series 63, Mutual Funds, Securities, Fixed Annuities, Asset Allocation, Wealth Management, Retirement, Retirement Planning, 401k, FINRA, Investment Advisory, Series 24, Series 65, Uniform Combined State..., Credit, Small Business
Education
Georgia Tech 1997 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
Southern Crescent Technical College 2013 — 2014
Hylos Barrett III Hylos Barrett III's E*TRADE Financial Experience July 2009 - April 2011
Job Teacher at Washington County GA Board of Education
Industry Education Management
Experience
Washington County GA Board of Education April 2013 - Present
Modern Woodmen of America April 2011 - December 2012
Etrade Financial July 2009 - April 2011
Education
Georgia Institute of Technology 1993 — 1995
Bachelor of Science (BS), Economics
Georgia Institute of Technology 1988 — 1993
Bachelor of Science (BS), International Relations and Affairs
George Walton Comprehensive High School 1984 — 1988
Dhahran Academy 1978 — 1984
Washington County GA Board of Education April 2013 - Present
Modern Woodmen of America April 2011 - December 2012
Etrade Financial July 2009 - April 2011
Education
Georgia Institute of Technology 1993 — 1995
Bachelor of Science (BS), Economics
Georgia Institute of Technology 1988 — 1993
Bachelor of Science (BS), International Relations and Affairs
George Walton Comprehensive High School 1984 — 1988
Dhahran Academy 1978 — 1984
Barnabas White Barnabas White's E*TRADE Financial Experience June 2000 - July 2006
Job Retirement Plan Consultant at Transamerica Financial Solutions
Industry Financial Services
Experience
Transamerica Financial Solutions September 2013 - Present
Merrill Lynch September 2011 - December 2012
Lovejoy Associates 2009 - 2010
SunTrust Bank July 2006 - May 2009
Etrade Financial June 2000 - July 2006
Skills
CRPC, Retirement Planning, 401k, Series 7, Insurance, Retirement, Fixed Annuities, Investments, Alternative Investments, IRAs, Finance, Management
Education
Florida Agricultural and Mechanical University 1992 — 1996
B.S., Business Economics
Transamerica Financial Solutions September 2013 - Present
Merrill Lynch September 2011 - December 2012
Lovejoy Associates 2009 - 2010
SunTrust Bank July 2006 - May 2009
Etrade Financial June 2000 - July 2006
Skills
CRPC, Retirement Planning, 401k, Series 7, Insurance, Retirement, Fixed Annuities, Investments, Alternative Investments, IRAs, Finance, Management
Education
Florida Agricultural and Mechanical University 1992 — 1996
B.S., Business Economics
Chad Elkins Chad Elkins's E*TRADE Financial Experience 1999 - 2001
Job CEO at Elk Mountain Brands
Industry Marketing and Advertising
Experience
Elk Mountain Brands July 2014 - Present
Freelance / Digital Strategy November 2012 - August 2014
Engauge (US) April 2011 - November 2012
NASA 2009 - 2011
EarthLink 2001 - 2009
E*TRADE Financial 1999 - 2001
Morgan Stanley 1998 - 1999
Skills
Digital Strategy, Social Media Marketing, Social Media, Digital Marketing, Content Strategy, Mobile Marketing, Digital Media, Analytics, Web Analytics, Content Management, Mobile Devices, E-commerce, Interactive Gaming, Location Based Marketing, Location Based Services, Emerging Technologies, Emerging Media Strategy, Augmented Reality, Social TV, Creative Strategy, Interactive TV, Smart TV, Mobile Games, Research, Online Advertising
Education
Georgia State University - J. Mack Robinson College of Business 1999 — 2001
MBA, Ecommerce
Georgia Southern University 1994 — 1998
BS Liberal Arts, Economics & Political Science
Elk Mountain Brands July 2014 - Present
Freelance / Digital Strategy November 2012 - August 2014
Engauge (US) April 2011 - November 2012
NASA 2009 - 2011
EarthLink 2001 - 2009
E*TRADE Financial 1999 - 2001
Morgan Stanley 1998 - 1999
Skills
Digital Strategy, Social Media Marketing, Social Media, Digital Marketing, Content Strategy, Mobile Marketing, Digital Media, Analytics, Web Analytics, Content Management, Mobile Devices, E-commerce, Interactive Gaming, Location Based Marketing, Location Based Services, Emerging Technologies, Emerging Media Strategy, Augmented Reality, Social TV, Creative Strategy, Interactive TV, Smart TV, Mobile Games, Research, Online Advertising
Education
Georgia State University - J. Mack Robinson College of Business 1999 — 2001
MBA, Ecommerce
Georgia Southern University 1994 — 1998
BS Liberal Arts, Economics & Political Science
Karlis Lubavs Karlis Lubavs's E*TRADE Financial Experience September 2006 - December 2006
Job Manager, SPSS Client Services
Industry Internet
Experience
Motorola Solutions April 2015 - Present
Public Engines October 2014 - April 2015
Public Engines February 2010 - October 2014
Vehix.com by Comcast October 2008 - October 2009
Utah Home Fitness December 2006 - June 2008
Etrade Financial September 2006 - December 2006
eBay February 2003 - January 2006
eBay July 2000 - February 2003
Skills
SaaS, E-commerce, Account Management, Sales, SQL, Salesforce.com, Series 63, Talend Open Studio, Customer Service, Crime Mapping, Online Auctions, Technical Writing, Netsuite, Series 7, NetSuite, Databases
Education
University of Utah - David Eccles School of Business 1994 — 1997
BS
Ferris State University 1988 — 1990
AS
Motorola Solutions April 2015 - Present
Public Engines October 2014 - April 2015
Public Engines February 2010 - October 2014
Vehix.com by Comcast October 2008 - October 2009
Utah Home Fitness December 2006 - June 2008
Etrade Financial September 2006 - December 2006
eBay February 2003 - January 2006
eBay July 2000 - February 2003
Skills
SaaS, E-commerce, Account Management, Sales, SQL, Salesforce.com, Series 63, Talend Open Studio, Customer Service, Crime Mapping, Online Auctions, Technical Writing, Netsuite, Series 7, NetSuite, Databases
Education
University of Utah - David Eccles School of Business 1994 — 1997
BS
Ferris State University 1988 — 1990
AS
Carey Fisher's E*TRADE Financial Experience October 1999 - June 2001
Job Embedded Systems Engineer at OmniMetrix
Industry Electrical/Electronic Manufacturing
Experience
OmniMetrix January 2013 - Present
City of Duluth March 2012 - Present
The Tutoring Club of Alpharetta February 2010 - February 2013
New Communications Solutions, LLC July 2002 - February 2013
City of Duluth August 2006 - March 2012
BarcoView June 2001 - April 2002
Etrade Financial October 1999 - June 2001
GEC Marconi Avionics September 1994 - October 1999
EMS Technologies 1986 - 1994
Skills
Manufacturing..., Manufacturing Management, System Design, Embedded Systems, Microcontrollers, Firmware, Assembly, Embedded Software, PCB design, Embedded C, Hardware Design, System Architecture, Debugging, Microprocessors, Analog, Design for Manufacturing, Engineering Management, Design Engineering, Test Engineering, Manufacturing Operations, Product Engineering, Engineers, Manufacturing, Physics, Engineering, Hardware Architecture, Systems Engineering, Electronics, Manufacturing..., Cross-functional Team..., Sensors, Testing, RF, SPC, Integration, Product Development
Education
Mercer University - Stetson School of Business and Economics 1997 — 1999
Master of Science, Technology Management
Georgia Institute of Technology 1972 — 1976
Bachelor of Engineering, Electrical Engineering
OmniMetrix January 2013 - Present
City of Duluth March 2012 - Present
The Tutoring Club of Alpharetta February 2010 - February 2013
New Communications Solutions, LLC July 2002 - February 2013
City of Duluth August 2006 - March 2012
BarcoView June 2001 - April 2002
Etrade Financial October 1999 - June 2001
GEC Marconi Avionics September 1994 - October 1999
EMS Technologies 1986 - 1994
Skills
Manufacturing..., Manufacturing Management, System Design, Embedded Systems, Microcontrollers, Firmware, Assembly, Embedded Software, PCB design, Embedded C, Hardware Design, System Architecture, Debugging, Microprocessors, Analog, Design for Manufacturing, Engineering Management, Design Engineering, Test Engineering, Manufacturing Operations, Product Engineering, Engineers, Manufacturing, Physics, Engineering, Hardware Architecture, Systems Engineering, Electronics, Manufacturing..., Cross-functional Team..., Sensors, Testing, RF, SPC, Integration, Product Development
Education
Mercer University - Stetson School of Business and Economics 1997 — 1999
Master of Science, Technology Management
Georgia Institute of Technology 1972 — 1976
Bachelor of Engineering, Electrical Engineering
Karen Greer Karen Greer's E*TRADE Financial Experience November 2011 - November 2012
Job Call Center / Customer Service Leader
Industry Consumer Services
Experience
Inspector Call Center April 2015 - Present
McCalla Raymer, LLC August 2014 - Present
TMX Finance November 2012 - April 2014
E*TRADE Financial November 2011 - November 2012
ADP October 2007 - November 2011
Marriott International January 1996 - April 2007
Marriott International November 1994 - January 1996
Skills
Customer Satisfaction, Call Centers, Management, Leadership, Training, Project Management, Strategy, Employee Relations, Strategic Planning, Process Improvement, Team Management, Help Desk Support, Forecasting, Customer Retention, Call Center..., Revenue Analysis, Business Development, Human Resources, Operating Budgets, Hospitality Industry, Team Leadership, Contract Negotiation, Cisco Call Manager, Negotiation, Facilities Management, B2B, B2C, Yield Management, Leadership Development, Six Sigma, Six Sigma Green Belt, Professional Project..., Intelligent Call Routing, Avaya IP Telephony, Revenue Management, Vendor Management, Workforce Management, CRM, Customer Service, Outsourcing, Sales, Budgets, Team Building, Shared Service Center
Education
University of Central Florida
Bachelor of Science, Business Administration
Florida State University
Associate of Arts (A.A.)
Inspector Call Center April 2015 - Present
McCalla Raymer, LLC August 2014 - Present
TMX Finance November 2012 - April 2014
E*TRADE Financial November 2011 - November 2012
ADP October 2007 - November 2011
Marriott International January 1996 - April 2007
Marriott International November 1994 - January 1996
Skills
Customer Satisfaction, Call Centers, Management, Leadership, Training, Project Management, Strategy, Employee Relations, Strategic Planning, Process Improvement, Team Management, Help Desk Support, Forecasting, Customer Retention, Call Center..., Revenue Analysis, Business Development, Human Resources, Operating Budgets, Hospitality Industry, Team Leadership, Contract Negotiation, Cisco Call Manager, Negotiation, Facilities Management, B2B, B2C, Yield Management, Leadership Development, Six Sigma, Six Sigma Green Belt, Professional Project..., Intelligent Call Routing, Avaya IP Telephony, Revenue Management, Vendor Management, Workforce Management, CRM, Customer Service, Outsourcing, Sales, Budgets, Team Building, Shared Service Center
Education
University of Central Florida
Bachelor of Science, Business Administration
Florida State University
Associate of Arts (A.A.)
David Yom's E*TRADE Financial Experience December 2008 - December 2009
Job Associate, Private Capital Markets at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan August 2015 - Present
Natixis June 2014 - July 2015
Deutsche Bank September 2012 - May 2014
Advanced Technology Development Center (ATDC) January 2011 - August 2012
Unique Squared Inc September 2011 - November 2011
PricewaterhouseCoopers (PwC) June 2011 - August 2011
Reliance Operations Services LLC April 2010 - July 2010
E*TRADE Financial December 2008 - December 2009
Assent LLC August 2003 - November 2008
Prudential Securities 2002 - 2002
Skills
Financial Modeling, Business Strategy, Corporate Finance, Valuation, Financial Analysis, Strategic Planning, Due Diligence, DCF, Business Analysis, Market Research, Investment Banking, Capital Markets, Customer Relations, Market Analysis, Competitive Analysis, Excel, Bloomberg, PowerPoint, Trading, Data Analysis, Microsoft Office, Equities, Finance, Microsoft Excel, Strategy
Education
Georgia Institute of Technology 2010 — 2012
Master of Business Administration (MBA), Finance & Strategic Management
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2003
Bachelor of Arts, Economics
Investment Banking Institute (New York, NY) 2008 — 2008
Corporate Finance, Valuations, and Financial Modeling
Emerson Jr.Sr. High School 1995 — 1999
J.P. Morgan August 2015 - Present
Natixis June 2014 - July 2015
Deutsche Bank September 2012 - May 2014
Advanced Technology Development Center (ATDC) January 2011 - August 2012
Unique Squared Inc September 2011 - November 2011
PricewaterhouseCoopers (PwC) June 2011 - August 2011
Reliance Operations Services LLC April 2010 - July 2010
E*TRADE Financial December 2008 - December 2009
Assent LLC August 2003 - November 2008
Prudential Securities 2002 - 2002
Skills
Financial Modeling, Business Strategy, Corporate Finance, Valuation, Financial Analysis, Strategic Planning, Due Diligence, DCF, Business Analysis, Market Research, Investment Banking, Capital Markets, Customer Relations, Market Analysis, Competitive Analysis, Excel, Bloomberg, PowerPoint, Trading, Data Analysis, Microsoft Office, Equities, Finance, Microsoft Excel, Strategy
Education
Georgia Institute of Technology 2010 — 2012
Master of Business Administration (MBA), Finance & Strategic Management
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2003
Bachelor of Arts, Economics
Investment Banking Institute (New York, NY) 2008 — 2008
Corporate Finance, Valuations, and Financial Modeling
Emerson Jr.Sr. High School 1995 — 1999
Ceenil Kaur Ceenil Kaur's E*TRADE Financial Experience March 2011 - December 2011
Job IT Business Analyst at ICF International
Industry Management Consulting
Experience
ICF International January 2012 - Present
E*TRADE Financial March 2011 - December 2011
PNC August 2010 - March 2011
Capital One February 2007 - June 2010
Skills
Project Management, SharePoint, IT Audit, MS Project, Microsoft Office, Planning & Organizing..., Document Management, Records Management, Resource Management, Facebook, Social Media, Retail Banking, Sales Process, Customer Service, Business Analytics, Managing Project Budgets, Analysis, Management, Information Technology, Risk Management, Requirements Analysis, SDLC, Microsoft Project, Program Management, Visio, Business Analysis
Education
George Mason University 2006 — 2010
BS
Stone Bridge High School 2002 — 2005
High School Diploma
ICF International January 2012 - Present
E*TRADE Financial March 2011 - December 2011
PNC August 2010 - March 2011
Capital One February 2007 - June 2010
Skills
Project Management, SharePoint, IT Audit, MS Project, Microsoft Office, Planning & Organizing..., Document Management, Records Management, Resource Management, Facebook, Social Media, Retail Banking, Sales Process, Customer Service, Business Analytics, Managing Project Budgets, Analysis, Management, Information Technology, Risk Management, Requirements Analysis, SDLC, Microsoft Project, Program Management, Visio, Business Analysis
Education
George Mason University 2006 — 2010
BS
Stone Bridge High School 2002 — 2005
High School Diploma
Candice Crigler's E*TRADE Financial Experience December 2006 - February 2007
Job Currently Available for New Opportunities
Industry Program Development
Experience
Self-Employed Freelance Writer/Blogger/Social Media January 2012 - Present
India Handicrafts, Inc. January 2011 - January 2011
Saint Joseph's Hospital July 2005 - April 2010
Saint Joseph's Hospital July 2008 - February 2010
Buckhead-Alpharetta Pulmonary and Internal Medicine January 2003 - June 2009
E*TRADE Financial December 2006 - February 2007
Northside Hospital July 2001 - April 2006
LabCorp November 1998 - April 2001
Skills
Community Outreach, Customer Service, Surgery, Medical Terminology, Critical Thinking, Healthcare, Telemetry, IDX, Data Entry, Laboratory, Anthropology, Cultural Anthropology, Medical Billing, Medical/Surgical, Marketing, 12 Lead EKG, ADP Payroll, Cpr Certified, Nonprofits, Research, Editing, Data Analysis, Social Media, Series 7, Day Trading, IRAs, Mutual Funds, Options, Municipal Bonds, Stock Trading, NYSE, Short Sales, Software Documentation, Payroll, Creative Writing, Staffing, PBX, Public Health, Visio, Accounts Receivable, Office Management, Conflict Resolution, Appointment Scheduling, Anthropology of Religion, Applied Anthropology, Administrative..., HIPAA, Windows, Microsoft Office, Microsoft office 2013
Education
University of Massachusetts Boston 2013 — 2014
Liberal Arts, Community Studies
University of Alabama 2010 — 2013
Liberal Arts, Community Studies
Georgia Perimeter College 2010 — 2012
Anthropology
Self-Employed Freelance Writer/Blogger/Social Media January 2012 - Present
India Handicrafts, Inc. January 2011 - January 2011
Saint Joseph's Hospital July 2005 - April 2010
Saint Joseph's Hospital July 2008 - February 2010
Buckhead-Alpharetta Pulmonary and Internal Medicine January 2003 - June 2009
E*TRADE Financial December 2006 - February 2007
Northside Hospital July 2001 - April 2006
LabCorp November 1998 - April 2001
Skills
Community Outreach, Customer Service, Surgery, Medical Terminology, Critical Thinking, Healthcare, Telemetry, IDX, Data Entry, Laboratory, Anthropology, Cultural Anthropology, Medical Billing, Medical/Surgical, Marketing, 12 Lead EKG, ADP Payroll, Cpr Certified, Nonprofits, Research, Editing, Data Analysis, Social Media, Series 7, Day Trading, IRAs, Mutual Funds, Options, Municipal Bonds, Stock Trading, NYSE, Short Sales, Software Documentation, Payroll, Creative Writing, Staffing, PBX, Public Health, Visio, Accounts Receivable, Office Management, Conflict Resolution, Appointment Scheduling, Anthropology of Religion, Applied Anthropology, Administrative..., HIPAA, Windows, Microsoft Office, Microsoft office 2013
Education
University of Massachusetts Boston 2013 — 2014
Liberal Arts, Community Studies
University of Alabama 2010 — 2013
Liberal Arts, Community Studies
Georgia Perimeter College 2010 — 2012
Anthropology
Richard Peranton Richard Peranton's E*TRADE Financial Experience October 1999 - October 2002
Job Portfolio Evaluation Analyst at Fisher Investments
Industry Financial Services
Experience
Fisher Investments June 2014 - Present
Fisher Investments June 2008 - Present
Scottrade March 2004 - June 2008
E*TRADE Financial October 1999 - October 2002
Skills
Asset Management, Investments, Investment Strategies, Series 7, Investment Advisory, Asset Allocation, Portfolio Management, Equities, Mutual Funds, Wealth Management, Series 63, Retirement Planning, Alternative Investments, Uniform Combined State..., Financial Services, Strategic Financial..., Relationship Management, Series 65, ETFs, Bloomberg, Trading, Financial Analysis, Financial Markets, Derivatives, Options, Finance, Bonds, High Net Worth..., Series 24, Economics, Capital Markets, Insurance, Banking, 401k, Wealth Management..., Equity Research, FINRA, Life Insurance, Valuation, Hedge Funds, Mortgage Lending, Bloomberg Terminal, Equity Trading, Wealth, Series 6, Financial Planning
Education
Mercer University - Stetson School of Business and Economics 1997 — 2000
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
Florida State University - College of Business 1992 — 1997
Bachelor of Science (BS), Marketing
Fisher Investments June 2014 - Present
Fisher Investments June 2008 - Present
Scottrade March 2004 - June 2008
E*TRADE Financial October 1999 - October 2002
Skills
Asset Management, Investments, Investment Strategies, Series 7, Investment Advisory, Asset Allocation, Portfolio Management, Equities, Mutual Funds, Wealth Management, Series 63, Retirement Planning, Alternative Investments, Uniform Combined State..., Financial Services, Strategic Financial..., Relationship Management, Series 65, ETFs, Bloomberg, Trading, Financial Analysis, Financial Markets, Derivatives, Options, Finance, Bonds, High Net Worth..., Series 24, Economics, Capital Markets, Insurance, Banking, 401k, Wealth Management..., Equity Research, FINRA, Life Insurance, Valuation, Hedge Funds, Mortgage Lending, Bloomberg Terminal, Equity Trading, Wealth, Series 6, Financial Planning
Education
Mercer University - Stetson School of Business and Economics 1997 — 2000
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
Florida State University - College of Business 1992 — 1997
Bachelor of Science (BS), Marketing
Isaiah Haynes's E*TRADE Financial Experience July 2013 - June 2014
Job Relationship Specialist with Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2014 - Present
E*TRADE Financial July 2013 - June 2014
AT&T Mobility June 2011 - April 2013
Sam's Club April 2006 - May 2011
Skills
Customer Experience, Driving Results, Sales Management, Team Leadership, Creative Problem Solving, Business Analysis, Presentations, Creative Strategy, Employee Training, Operations Management, Relationship Management, Sales Operations, Project Management, Personnel Management, Employee Development, Recruitment & Retention, Cross-functional Team..., Sales, CRM
Education
Florida Agricultural and Mechanical University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Charles Schwab June 2014 - Present
E*TRADE Financial July 2013 - June 2014
AT&T Mobility June 2011 - April 2013
Sam's Club April 2006 - May 2011
Skills
Customer Experience, Driving Results, Sales Management, Team Leadership, Creative Problem Solving, Business Analysis, Presentations, Creative Strategy, Employee Training, Operations Management, Relationship Management, Sales Operations, Project Management, Personnel Management, Employee Development, Recruitment & Retention, Cross-functional Team..., Sales, CRM
Education
Florida Agricultural and Mechanical University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
David Schlett's E*TRADE Financial Experience December 2008 - June 2009
Job Senior Contract Analyst at Bayer Healthcare
Industry Hospital & Health Care
Experience
Bayer Healthcare August 2012 - Present
Medco July 2009 - August 2012
E*TRADE Financial December 2008 - June 2009
Morgan Stanley March 2008 - October 2008
Morgan Stanley August 2006 - October 2008
Morgan Stanley August 2006 - March 2008
Education
Fordham University 2006 — 2007
Bachelor of Science in Business Administration, Finance
Bayer Healthcare August 2012 - Present
Medco July 2009 - August 2012
E*TRADE Financial December 2008 - June 2009
Morgan Stanley March 2008 - October 2008
Morgan Stanley August 2006 - October 2008
Morgan Stanley August 2006 - March 2008
Education
Fordham University 2006 — 2007
Bachelor of Science in Business Administration, Finance
Jessica Zucal Jessica Zucal's E*TRADE Financial Experience November 2004 - August 2006
Job Organization Development Practitioner | OCM Specialist
Industry Management Consulting
Experience
Evans Incorporated April 2015 - Present
Chesapeake Bay Organization Development Network July 2011 - June 2015
Engility Corporation February 2013 - April 2015
Jacobs Technology August 2006 - February 2013
E*TRADE Financial November 2004 - August 2006
Jacobs Engineering August 2002 - November 2004
Time & Place July 2001 - July 2002
Skills
Organizational..., Non-profits, Change Management, Project Management, Strategic Planning, Knowledge Management, Management Consulting, Team Building, Project Planning, Analysis, Nonprofits, Business Analysis, Start-ups, Public Speaking, Performance Management, Government, Program Management, Cross-functional Team..., Workshop Facilitation, Organizational..., Policy, Process Improvement, Training, Business Process..., Team Leadership, Governance, PMP, Leadership, Business Process..., Requirements Analysis, Enterprise Architecture, Strategy, Process Engineering, Coaching, SharePoint, Business Transformation, IT Strategy, Integration, Government Contracting, Organizational Design, Executive Coaching, Business Process, Risk Management, PMO, Business Strategy, Project Portfolio..., SDLC, Performance Improvement, Talent Management, Business Intelligence
Education
George Mason University
Master's Degree, Organization Development & Knowledge Management
George Mason University
Bachelor's Degree, Business Conflict Analysis, Resolution & Transformation
Oxford University
Michaelmas Term
Evans Incorporated April 2015 - Present
Chesapeake Bay Organization Development Network July 2011 - June 2015
Engility Corporation February 2013 - April 2015
Jacobs Technology August 2006 - February 2013
E*TRADE Financial November 2004 - August 2006
Jacobs Engineering August 2002 - November 2004
Time & Place July 2001 - July 2002
Skills
Organizational..., Non-profits, Change Management, Project Management, Strategic Planning, Knowledge Management, Management Consulting, Team Building, Project Planning, Analysis, Nonprofits, Business Analysis, Start-ups, Public Speaking, Performance Management, Government, Program Management, Cross-functional Team..., Workshop Facilitation, Organizational..., Policy, Process Improvement, Training, Business Process..., Team Leadership, Governance, PMP, Leadership, Business Process..., Requirements Analysis, Enterprise Architecture, Strategy, Process Engineering, Coaching, SharePoint, Business Transformation, IT Strategy, Integration, Government Contracting, Organizational Design, Executive Coaching, Business Process, Risk Management, PMO, Business Strategy, Project Portfolio..., SDLC, Performance Improvement, Talent Management, Business Intelligence
Education
George Mason University
Master's Degree, Organization Development & Knowledge Management
George Mason University
Bachelor's Degree, Business Conflict Analysis, Resolution & Transformation
Oxford University
Michaelmas Term
Brittany Loveall's E*TRADE Financial Experience August 2011 - June 2013
Job Senior Pricing Analyst
Industry Aviation & Aerospace
Experience
Delta Air Lines August 2014 - Present
UPS June 2013 - August 2014
E*TRADE Financial August 2011 - June 2013
Strayer University August 2010 - June 2011
University of Phoenix September 2009 - August 2010
Florida State University October 2007 - August 2009
Turner Broadcasting May 2008 - August 2008
Park National Bank June 2005 - August 2005
Skills
Financial Modeling, PeopleSoft, Excel, Self Starter, Analytical Abilities, Organizational...
Education
Florida State University 2005 — 2009
Bachelors of Science, Dual Major-Finance and Communications
Delta Air Lines August 2014 - Present
UPS June 2013 - August 2014
E*TRADE Financial August 2011 - June 2013
Strayer University August 2010 - June 2011
University of Phoenix September 2009 - August 2010
Florida State University October 2007 - August 2009
Turner Broadcasting May 2008 - August 2008
Park National Bank June 2005 - August 2005
Skills
Financial Modeling, PeopleSoft, Excel, Self Starter, Analytical Abilities, Organizational...
Education
Florida State University 2005 — 2009
Bachelors of Science, Dual Major-Finance and Communications
Michael Doran Michael Doran's E*TRADE Financial Experience October 2010 - June 2014
Job Global Alliance Director at CBRE
Industry Facilities Services
Experience
CBRE October 2014 - Present
E*TRADE Financial October 2010 - June 2014
Schering-Plough Pharmaceuticals July 1999 - January 2010
Citibank, N.A. January 1997 - July 1999
Toys "R" Us August 1985 - December 1996
Lerner Stores June 1984 - August 1985
Mount St. Michael Academy September 1981 - June 1984
Skills
Real Estate, Facilities Management, Team Building, Change Management, Cross-functional Team..., Leadership, Management, Business Process..., Human Resources, CRM, Executive Management, Strategy, Project Management, Program Management, Business Strategy, Training, Strategic Planning, Contract Negotiation, Budgets, Strategic Sourcing, Operations Management, Contract Management, Enterprise Software, Process Improvement, Negotiation, Vendor Management, Project Planning, Financial Analysis, Mergers & Acquisitions, Business Planning, Finance, Forecasting, Business Development, Analysis, Retail, Team Leadership, Due Diligence, Procurement, Business Analysis, Asset Management, Coaching, Public Speaking, Purchasing, Accounting, Customer Service, Performance Management, Outsourcing, New Business Development, Consulting, Portfolio Management
Education
Fordham University 1978 — 1981
BS, Public Accounting
CBRE October 2014 - Present
E*TRADE Financial October 2010 - June 2014
Schering-Plough Pharmaceuticals July 1999 - January 2010
Citibank, N.A. January 1997 - July 1999
Toys "R" Us August 1985 - December 1996
Lerner Stores June 1984 - August 1985
Mount St. Michael Academy September 1981 - June 1984
Skills
Real Estate, Facilities Management, Team Building, Change Management, Cross-functional Team..., Leadership, Management, Business Process..., Human Resources, CRM, Executive Management, Strategy, Project Management, Program Management, Business Strategy, Training, Strategic Planning, Contract Negotiation, Budgets, Strategic Sourcing, Operations Management, Contract Management, Enterprise Software, Process Improvement, Negotiation, Vendor Management, Project Planning, Financial Analysis, Mergers & Acquisitions, Business Planning, Finance, Forecasting, Business Development, Analysis, Retail, Team Leadership, Due Diligence, Procurement, Business Analysis, Asset Management, Coaching, Public Speaking, Purchasing, Accounting, Customer Service, Performance Management, Outsourcing, New Business Development, Consulting, Portfolio Management
Education
Fordham University 1978 — 1981
BS, Public Accounting
Steve Ehrlich Steve Ehrlich's E*TRADE Financial Experience 1999 - 2006
Job CEO of Honos Financial and Former CEO and Founder of Lightspeed Financial
Industry Financial Services
Experience
Honos Financial, LLC July 2013 - Present
Hockey in Norwalk February 2014 - Present
CT Barons Youth Hockey, LLC January 2013 - Present
PennTrade Financial March 2014 - August 2014
Rock The Post May 2013 - February 2014
Stamford Youngtimers 2004 - 2014
Stamford Youngtimers 2004 - 2014
Lightspeed Financial July 2006 - April 2013
Greenwich Blues Youth Hockey April 2010 - October 2012
E*Trade Financial 1999 - 2006
Skills
Electronic Trading, Series 7, Equities, Trading Systems, Trading, Options, Equity Trading, Hedge Funds, Series 63, Securities, Financial Markets, Investments, Asset Managment, Fixed Income, Series 24, Alternative Investments, Asset Allocation, Asset Management, Back Office, Bloomberg, Capital Markets, Brokerage, Derivatives, Currency, Corporate Finance, Commodity, ETFs, Equity Derivatives, Emerging Markets, Equity Research, Bonds, FINRA, FX Options, FX trading, Financial Risk, Financial Services, Foreign Exchange, Hedging, Investment Advisory, Investment Management, Market Data, Mergers, Mutual Funds, Portfolio Management, Private Equity, Proprietary Trading, Risk Management, Stocks, Structured Products, Technical Analysis
Education
Franklin & Marshall College 1983 — 1987
BA, Accounting
Massapequa HS 1979 — 1983
Honos Financial, LLC July 2013 - Present
Hockey in Norwalk February 2014 - Present
CT Barons Youth Hockey, LLC January 2013 - Present
PennTrade Financial March 2014 - August 2014
Rock The Post May 2013 - February 2014
Stamford Youngtimers 2004 - 2014
Stamford Youngtimers 2004 - 2014
Lightspeed Financial July 2006 - April 2013
Greenwich Blues Youth Hockey April 2010 - October 2012
E*Trade Financial 1999 - 2006
Skills
Electronic Trading, Series 7, Equities, Trading Systems, Trading, Options, Equity Trading, Hedge Funds, Series 63, Securities, Financial Markets, Investments, Asset Managment, Fixed Income, Series 24, Alternative Investments, Asset Allocation, Asset Management, Back Office, Bloomberg, Capital Markets, Brokerage, Derivatives, Currency, Corporate Finance, Commodity, ETFs, Equity Derivatives, Emerging Markets, Equity Research, Bonds, FINRA, FX Options, FX trading, Financial Risk, Financial Services, Foreign Exchange, Hedging, Investment Advisory, Investment Management, Market Data, Mergers, Mutual Funds, Portfolio Management, Private Equity, Proprietary Trading, Risk Management, Stocks, Structured Products, Technical Analysis
Education
Franklin & Marshall College 1983 — 1987
BA, Accounting
Massapequa HS 1979 — 1983
Tamara Connor Tamara Connor's E*TRADE Financial Experience January 2013 - Present
Job Vice President, Associate General Counsel/Chief Privacy Officer at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial January 2013 - Present
Tata Communications April 2011 - October 2012
Tata Communications September 2008 - April 2011
Tata Communications July 2007 - September 2008
Kelley Drye & Warren LLP January 2000 - July 2007
Collins Consulting Group 1998 - 1999
Advanced Management, Inc. 1994 - 1998
Continental Dynamics, Inc. 1991 - 1994
Skills
Privacy Law, Licensing, Data Privacy, Employment Law, Security, Telecommunications, Legal Compliance, Information Security, Joint Ventures, Risk Assessment, Contract Negotiation, Civil Litigation, ISO 27001
Education
The Catholic University of America, Columbus School of Law 1994 — 1998
Juris Doctor
George Mason University 1990 — 1994
B.A., Communications
E*TRADE Financial January 2013 - Present
Tata Communications April 2011 - October 2012
Tata Communications September 2008 - April 2011
Tata Communications July 2007 - September 2008
Kelley Drye & Warren LLP January 2000 - July 2007
Collins Consulting Group 1998 - 1999
Advanced Management, Inc. 1994 - 1998
Continental Dynamics, Inc. 1991 - 1994
Skills
Privacy Law, Licensing, Data Privacy, Employment Law, Security, Telecommunications, Legal Compliance, Information Security, Joint Ventures, Risk Assessment, Contract Negotiation, Civil Litigation, ISO 27001
Education
The Catholic University of America, Columbus School of Law 1994 — 1998
Juris Doctor
George Mason University 1990 — 1994
B.A., Communications
Tristen Blake's E*TRADE Financial Experience November 2010 - November 2011
Job Director of Operations / Executive assistant to the Chairman
Industry Financial Services
Experience
E*Trade Financial November 2010 - November 2011
MetLife January 2009 - September 2009
Mercer Capital, Ltd March 2008 - January 2009
Reid & Rudiger May 2007 - March 2008
Skills
Series 7, Valuation, Investments, Equities, Asset Management, Investment Strategies, Asian markets, South East Asia, Asian Studies, Information Technology, Cloud Computing, Cloud Applications, Financial Analysis, Cloud Marketing, Entrepreneurship, Start-ups, Start-up Ventures, Lean Startup, Early-stage Startups, Web Marketing, Web Design, Web Development, OTA, Travel Planning, Online Travel, Travel Management, Political Science, History, Technology Integration, Technology Management, Finance
Education
Florida International University - College of Business Administration 2013 — 2014
Finance and Economics
College of Staten Island
Political Science, Asian Studies/ China, Major GPA 3.92
E*Trade Financial November 2010 - November 2011
MetLife January 2009 - September 2009
Mercer Capital, Ltd March 2008 - January 2009
Reid & Rudiger May 2007 - March 2008
Skills
Series 7, Valuation, Investments, Equities, Asset Management, Investment Strategies, Asian markets, South East Asia, Asian Studies, Information Technology, Cloud Computing, Cloud Applications, Financial Analysis, Cloud Marketing, Entrepreneurship, Start-ups, Start-up Ventures, Lean Startup, Early-stage Startups, Web Marketing, Web Design, Web Development, OTA, Travel Planning, Online Travel, Travel Management, Political Science, History, Technology Integration, Technology Management, Finance
Education
Florida International University - College of Business Administration 2013 — 2014
Finance and Economics
College of Staten Island
Political Science, Asian Studies/ China, Major GPA 3.92
Joy St John's E*TRADE Financial Experience May 2012 - July 2013
Job Director Compliance Risk Assessment at HSBC MBA, CRCM, ALS, ACB
Industry Financial Services
Experience
HSBC July 2013 - Present
E*TRADE Financial May 2012 - July 2013
Sallie Mae January 2011 - May 2012
Sallie Mae Bank July 2009 - January 2011
HSBC December 2004 - December 2009
One Unlimited Inc May 2002 - September 2007
Florida Department of Financial Services May 2002 - December 2004
Florida Department of Transportation February 2001 - May 2002
Fowler White Boggs Banker June 1998 - April 2000
Skills
Database Admin, Leadership, Auditing, Financial Analysis, Process Improvement, Policy, Risk Management, Microsoft Excel, Banking, Outlook, Budgets, Analysis, Internal Controls, Data Analysis, Presentation Development, Standards Compliance, Testing, Validation, Project Management, Software Documentation, Cross-functional Team..., Access, Strategic Planning, Finance, Quality Assurance, Management
Education
University of Florida - Warrington College of Business Administration 2007 — 2008
MBA
Florida State University - College of Business 1997 — 2002
BS
Florida State University - College of Business 1997 — 2002
BS
Portsmouth High School 1993 — 1997
High School Diploma
HSBC July 2013 - Present
E*TRADE Financial May 2012 - July 2013
Sallie Mae January 2011 - May 2012
Sallie Mae Bank July 2009 - January 2011
HSBC December 2004 - December 2009
One Unlimited Inc May 2002 - September 2007
Florida Department of Financial Services May 2002 - December 2004
Florida Department of Transportation February 2001 - May 2002
Fowler White Boggs Banker June 1998 - April 2000
Skills
Database Admin, Leadership, Auditing, Financial Analysis, Process Improvement, Policy, Risk Management, Microsoft Excel, Banking, Outlook, Budgets, Analysis, Internal Controls, Data Analysis, Presentation Development, Standards Compliance, Testing, Validation, Project Management, Software Documentation, Cross-functional Team..., Access, Strategic Planning, Finance, Quality Assurance, Management
Education
University of Florida - Warrington College of Business Administration 2007 — 2008
MBA
Florida State University - College of Business 1997 — 2002
BS
Florida State University - College of Business 1997 — 2002
BS
Portsmouth High School 1993 — 1997
High School Diploma
Carlos Bonnin Carlos Bonnin's E*TRADE Financial Experience November 2013 - December 2013
Job WestRock Recycle Division
Industry Financial Services
Experience
WestRock December 2014 - Present
The Intersect Group February 2014 - December 2014
E*TRADE Financial November 2013 - December 2013
Bank of America June 2013 - November 2013
Bank of America June 2012 - June 2013
YMCA February 2011 - June 2012
Skills
Fitness, Sports, Microsoft Office, Customer Service, Finance, Spanish-English, Team-orientated, Sales, Management, Banking, Access, Analysis, Financial Analysis, Risk Management
Education
Georgia Southern University 2009 — 2010
MBA, Business
Georgia Southern University 2004 — 2008
BS, Sport Management
WestRock December 2014 - Present
The Intersect Group February 2014 - December 2014
E*TRADE Financial November 2013 - December 2013
Bank of America June 2013 - November 2013
Bank of America June 2012 - June 2013
YMCA February 2011 - June 2012
Skills
Fitness, Sports, Microsoft Office, Customer Service, Finance, Spanish-English, Team-orientated, Sales, Management, Banking, Access, Analysis, Financial Analysis, Risk Management
Education
Georgia Southern University 2009 — 2010
MBA, Business
Georgia Southern University 2004 — 2008
BS, Sport Management
Cameron Brazzell Cameron Brazzell's E*TRADE Financial Experience October 2007 - February 2010
Job MBA Candidate Georgia Tech/Investment Education Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2011 - Present
J.P. Morgan February 2010 - February 2011
E*TRADE Financial October 2007 - February 2010
Edward Jones June 2006 - October 2007
Skills
Series 7, Leadership, Investments, Equities, Finance, Mutual Funds, Financial Services, Securities, FINRA, Asset Allocation, Bonds, Stocks, Series 24, ETFs, Microsoft Excel, Wealth Management, Insurance, Retirement Planning, Process Improvement, Portfolio Management, Financial Modeling, Investment Strategies, Strategic Financial..., Relationship Management, Asset Management, 401k
Education
Georgia Institute of Technology 2014 — 2016
Master of Business Administration (MBA), Finance and Marketing (Dual Concentration)
University of West Georgia 2002 — 2006
Bachelor's of Business Administration, Marketing
Fidelity Investments March 2011 - Present
J.P. Morgan February 2010 - February 2011
E*TRADE Financial October 2007 - February 2010
Edward Jones June 2006 - October 2007
Skills
Series 7, Leadership, Investments, Equities, Finance, Mutual Funds, Financial Services, Securities, FINRA, Asset Allocation, Bonds, Stocks, Series 24, ETFs, Microsoft Excel, Wealth Management, Insurance, Retirement Planning, Process Improvement, Portfolio Management, Financial Modeling, Investment Strategies, Strategic Financial..., Relationship Management, Asset Management, 401k
Education
Georgia Institute of Technology 2014 — 2016
Master of Business Administration (MBA), Finance and Marketing (Dual Concentration)
University of West Georgia 2002 — 2006
Bachelor's of Business Administration, Marketing
Adam Shealy Adam Shealy's E*TRADE Financial Experience November 2012 - June 2014
Job Trader/Operations at Homrich Berg
Industry Financial Services
Experience
Homrich Berg June 2015 - Present
E*TRADE Financial Corporation June 2014 - June 2015
E*TRADE Financial November 2012 - June 2014
E*TRADE Financial November 2011 - November 2012
Center for Economic Analysis January 2011 - May 2011
Druid Hills Golf Club August 2007 - August 2008
Skills
Management, Marketing, Customer Service, Market Research, Accounting, Microsoft Excel, Finance, Analysis, PowerPoint, New Business Development, Investments, Recruiting, Trading
Education
Georgia Institute of Technology
Master of Business Administration (MBA)
MACON STATE COLLEGE, College of Business 2008 — 2011
Bachelor of Science, Business Administration
Homrich Berg June 2015 - Present
E*TRADE Financial Corporation June 2014 - June 2015
E*TRADE Financial November 2012 - June 2014
E*TRADE Financial November 2011 - November 2012
Center for Economic Analysis January 2011 - May 2011
Druid Hills Golf Club August 2007 - August 2008
Skills
Management, Marketing, Customer Service, Market Research, Accounting, Microsoft Excel, Finance, Analysis, PowerPoint, New Business Development, Investments, Recruiting, Trading
Education
Georgia Institute of Technology
Master of Business Administration (MBA)
MACON STATE COLLEGE, College of Business 2008 — 2011
Bachelor of Science, Business Administration
Matthew Musi, CRPC® Matthew Musi, CRPC®'s E*TRADE Financial Experience November 2012 - March 2015
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade March 2015 - Present
E*TRADE Financial November 2012 - March 2015
Merrill Lynch June 2011 - November 2012
Citi March 2010 - April 2010
Education
Florida State University 2006 — 2010
Bachelor of Science, Finance
TD Ameritrade March 2015 - Present
E*TRADE Financial November 2012 - March 2015
Merrill Lynch June 2011 - November 2012
Citi March 2010 - April 2010
Education
Florida State University 2006 — 2010
Bachelor of Science, Finance
Akshina Samtani Akshina Samtani's E*TRADE Financial Experience November 2007 - Present
Job Lead Business Process Analyst at E*TRADE Financial
Industry Information Technology and Services
Experience
E*TRADE Financial November 2007 - Present
Skills
Program Management, Data Analysis, Project Management, Business Analysis, Research, Analytics, Management Consulting, Business Intelligence, Business Strategy, Market Research, Requirements Analysis, Financial Analysis, Outsourcing, SDLC, Management, Business Process..., Business Process, Analysis, Business Process..., Risk Management, Vendor Management, Organizational..., Requirements Gathering, Process Improvement, Business Process..., Software Project..., IT Strategy, Knowledge Management, Visio, PMP, CRM, Proposal Writing, Strategy
Education
Georgetown University 2005 — 2007
M.A.
University of Rochester 2001 — 2005
B.A. (Honors & Highest Distinction)
United World College of South East Asia
E*TRADE Financial November 2007 - Present
Skills
Program Management, Data Analysis, Project Management, Business Analysis, Research, Analytics, Management Consulting, Business Intelligence, Business Strategy, Market Research, Requirements Analysis, Financial Analysis, Outsourcing, SDLC, Management, Business Process..., Business Process, Analysis, Business Process..., Risk Management, Vendor Management, Organizational..., Requirements Gathering, Process Improvement, Business Process..., Software Project..., IT Strategy, Knowledge Management, Visio, PMP, CRM, Proposal Writing, Strategy
Education
Georgetown University 2005 — 2007
M.A.
University of Rochester 2001 — 2005
B.A. (Honors & Highest Distinction)
United World College of South East Asia
Joseph Ban's E*TRADE Financial Experience January 2000 - January 2005
Job Founder at Wovo
Industry Individual & Family Services
Experience
Wovo May 2014 - Present
Specialized Sitters January 2012 - Present
T3Live.com January 2005 - September 2014
Wovo 2014 - 2014
E*TRADE Financial January 2000 - January 2005
Morgan Stanley January 1999 - January 2000
Skills
Options, Equities, Trading, Series 7, Hedge Funds, Securities, Financial Markets, Technical Analysis, Equity Trading, Proprietary Trading, Trading Strategies, Series 63, Risk Management, Stocks, Financial Analysis, Electronic Trading
Education
Florida State University 1995 — 1999
Bachelor of Science (B.S.), Accounting and Finance
Wovo May 2014 - Present
Specialized Sitters January 2012 - Present
T3Live.com January 2005 - September 2014
Wovo 2014 - 2014
E*TRADE Financial January 2000 - January 2005
Morgan Stanley January 1999 - January 2000
Skills
Options, Equities, Trading, Series 7, Hedge Funds, Securities, Financial Markets, Technical Analysis, Equity Trading, Proprietary Trading, Trading Strategies, Series 63, Risk Management, Stocks, Financial Analysis, Electronic Trading
Education
Florida State University 1995 — 1999
Bachelor of Science (B.S.), Accounting and Finance
Rick Oldham, CFP® Rick Oldham, CFP®'s E*TRADE Financial Experience May 2011 - December 2012
Job Lead Advisor at Advisor Financial Services, LLP
Industry Financial Services
Experience
Advisor Financial Services, LLP April 2013 - Present
E*TRADE Financial May 2011 - December 2012
New England Financial June 2008 - December 2010
Edwin Watts Golf March 1995 - March 2008
Education
University of Georgia - Terry College of Business 2008 — 2009
Certified Financial Planner, Finance
Furman University 1987 — 1991
Bachelor of Arts, Economics and Finance
Baylor School 1984 — 1987
Advisor Financial Services, LLP April 2013 - Present
E*TRADE Financial May 2011 - December 2012
New England Financial June 2008 - December 2010
Edwin Watts Golf March 1995 - March 2008
Education
University of Georgia - Terry College of Business 2008 — 2009
Certified Financial Planner, Finance
Furman University 1987 — 1991
Bachelor of Arts, Economics and Finance
Baylor School 1984 — 1987
DJ Shrestha DJ Shrestha's E*TRADE Financial Experience 2008 - 2013
Job VP, Product Management, Brokerage & Wealth Management Digital Channels at U.S. Bank
Industry Financial Services
Experience
U.S. Bank October 2014 - Present
Wells Fargo February 2013 - October 2014
E*TRADE Financial 2008 - 2013
E*TRADE Financial 2005 - 2008
E*TRADE Financial 2003 - 2005
E*TRADE Financial 2000 - 2002
Skills
Product Development, Product Management, Cross-functional Team..., Agile Methodologies, Series 7, Trading Systems, Electronic Trading, Equities, Market Data, Trading, Options, Securities, Financial Services, User Experience, SaaS, SDLC, Project Management, Risk Management, Strategy, Process Improvement, Strategic Partnerships, Portfolio Management, Derivatives, Financial Markets, Investments, FINRA, Equity Trading, Fixed Income, Analytics, Finance, Mobile Applications, Mutual Funds, Series 63
Education
Stanford University 2008 — 2009
Georgia College and State University 2002 — 2004
Masters in Information Systems Management
Jacksonville State University 1995 — 1998
BS
U.S. Bank October 2014 - Present
Wells Fargo February 2013 - October 2014
E*TRADE Financial 2008 - 2013
E*TRADE Financial 2005 - 2008
E*TRADE Financial 2003 - 2005
E*TRADE Financial 2000 - 2002
Skills
Product Development, Product Management, Cross-functional Team..., Agile Methodologies, Series 7, Trading Systems, Electronic Trading, Equities, Market Data, Trading, Options, Securities, Financial Services, User Experience, SaaS, SDLC, Project Management, Risk Management, Strategy, Process Improvement, Strategic Partnerships, Portfolio Management, Derivatives, Financial Markets, Investments, FINRA, Equity Trading, Fixed Income, Analytics, Finance, Mobile Applications, Mutual Funds, Series 63
Education
Stanford University 2008 — 2009
Georgia College and State University 2002 — 2004
Masters in Information Systems Management
Jacksonville State University 1995 — 1998
BS
Prashant Dhingra, CPA Prashant Dhingra, CPA's E*TRADE Financial Experience September 2010 - September 2011
Job Senior Reinsurance Accountant at Interstate National
Industry Accounting
Experience
Interstate National July 2013 - Present
Grant Thornton LLP January 2013 - June 2013
Board of Regents of the University System of Georgia August 2012 - January 2013
E*TRADE Financial September 2010 - September 2011
Scottrade June 2008 - September 2010
Wachovia Securities, LLC May 2007 - May 2008
Skills
Trading, Excel, PowerPoint, Access, Customer Service, Accounting
Education
Georgia State University 2011 — 2012
Masters in Professional Accountancy, Accounting
Furman University 2010 — 2010
Accounting
Virginia Commonwealth University 2002 — 2006
Bachelors of Science, Finance
Interstate National July 2013 - Present
Grant Thornton LLP January 2013 - June 2013
Board of Regents of the University System of Georgia August 2012 - January 2013
E*TRADE Financial September 2010 - September 2011
Scottrade June 2008 - September 2010
Wachovia Securities, LLC May 2007 - May 2008
Skills
Trading, Excel, PowerPoint, Access, Customer Service, Accounting
Education
Georgia State University 2011 — 2012
Masters in Professional Accountancy, Accounting
Furman University 2010 — 2010
Accounting
Virginia Commonwealth University 2002 — 2006
Bachelors of Science, Finance
Amy Scheffen Amy Scheffen's E*TRADE Financial Experience August 2010 - May 2011
Job Senior Project Analyst at Honeywell
Industry Oil & Energy
Experience
Honeywell February 2013 - Present
Abbott September 2012 - February 2013
ACAL Capitals SCP (Affiliate McGladrey) May 2012 - August 2012
Chabad of the Panhandle May 2011 - May 2012
E*TRADE Financial August 2010 - May 2011
Texas A&M University August 2008 - December 2009
ConocoPhillips May 2009 - August 2009
My Innovative Services, Inc. May 2007 - May 2008
Green Bay Packers August 2005 - January 2008
Skills
Training, HRIS, Human Resources, Policy, Talent Management, Sourcing, Research, Management, Leadership, Microsoft Excel, Recruiting, Public Relations, Process Improvement, Employee Relations, Program Management, Interviews, Analysis, Strategic Planning, Business Strategy, Project Management, International..., International Business, Market Research, Marketing Strategy, International Relations, Business Development
Education
Texas A&M University - Mays Business School 2008 — 2009
Master of Science, Human Resource Management
Florida State University 2011 — 2012
Master of Science (M.S.), International Relations and Affairs
University of Wisconsin-Green Bay 2004 — 2008
Bachlors of Science, Business Adminstration
Honeywell February 2013 - Present
Abbott September 2012 - February 2013
ACAL Capitals SCP (Affiliate McGladrey) May 2012 - August 2012
Chabad of the Panhandle May 2011 - May 2012
E*TRADE Financial August 2010 - May 2011
Texas A&M University August 2008 - December 2009
ConocoPhillips May 2009 - August 2009
My Innovative Services, Inc. May 2007 - May 2008
Green Bay Packers August 2005 - January 2008
Skills
Training, HRIS, Human Resources, Policy, Talent Management, Sourcing, Research, Management, Leadership, Microsoft Excel, Recruiting, Public Relations, Process Improvement, Employee Relations, Program Management, Interviews, Analysis, Strategic Planning, Business Strategy, Project Management, International..., International Business, Market Research, Marketing Strategy, International Relations, Business Development
Education
Texas A&M University - Mays Business School 2008 — 2009
Master of Science, Human Resource Management
Florida State University 2011 — 2012
Master of Science (M.S.), International Relations and Affairs
University of Wisconsin-Green Bay 2004 — 2008
Bachlors of Science, Business Adminstration
Jose J. Guerra Jose J. Guerra's E*TRADE Financial Experience December 2011 - November 2012
Job Senior Partner & IT Strategist at L7 LLC.
Industry Information Technology and Services
Experience
L7 LLC. February 2014 - Present
Private Consulting (North America) December 2012 - Present
E*TRADE Financial December 2011 - November 2012
Wells Fargo June 2011 - December 2011
Assurant Solutions April 2010 - June 2011
MasterCard March 2009 - April 2010
Discovery Communications November 2008 - January 2010
Mercantil Commerce Bank October 2007 - October 2008
South Florida Public Adjusters Corp. April 2004 - November 2007
Network Lucidity Inc. July 2006 - September 2007
Skills
Project Management, Call Center Architecture, Information Technology, Business Analysis, Risk Management, Program Management, SDLC, Project Planning, Business Intelligence, Vendor Management, Project Delivery, Project Portfolio..., Process Improvement, Software Project..., Change Management, Agile Project Management, MS Project, Requirements Gathering, Process Engineering, Team Building, ERP, Analysis, Visio, IT Strategy, Software Documentation, Strategic Planning, Outsourcing, ITIL, PMO, Management, Team Leadership, Integration, IT Management, Business Process, Leadership, Business Process..., Enterprise Software, Cross-functional Team..., Strategy, Security, E-commerce, CRM
Education
Nova Southeastern University 2006 — 2007
Project Management Institute Certification Program
Florida International University 1994 — 1997
Associates, Computer Science
L7 LLC. February 2014 - Present
Private Consulting (North America) December 2012 - Present
E*TRADE Financial December 2011 - November 2012
Wells Fargo June 2011 - December 2011
Assurant Solutions April 2010 - June 2011
MasterCard March 2009 - April 2010
Discovery Communications November 2008 - January 2010
Mercantil Commerce Bank October 2007 - October 2008
South Florida Public Adjusters Corp. April 2004 - November 2007
Network Lucidity Inc. July 2006 - September 2007
Skills
Project Management, Call Center Architecture, Information Technology, Business Analysis, Risk Management, Program Management, SDLC, Project Planning, Business Intelligence, Vendor Management, Project Delivery, Project Portfolio..., Process Improvement, Software Project..., Change Management, Agile Project Management, MS Project, Requirements Gathering, Process Engineering, Team Building, ERP, Analysis, Visio, IT Strategy, Software Documentation, Strategic Planning, Outsourcing, ITIL, PMO, Management, Team Leadership, Integration, IT Management, Business Process, Leadership, Business Process..., Enterprise Software, Cross-functional Team..., Strategy, Security, E-commerce, CRM
Education
Nova Southeastern University 2006 — 2007
Project Management Institute Certification Program
Florida International University 1994 — 1997
Associates, Computer Science
Brandon Karow Brandon Karow's E*TRADE Financial Experience January 2005 - July 2007
Job Senior Financial Analyst (FP&A) at Sirius Decisions
Industry Financial Services
Experience
SiriusDecisions July 2015 - Present
GE Capital August 2013 - July 2015
UBS Investment Bank April 2011 - August 2013
Fordham University July 2007 - April 2011
E*TRADE Financial January 2005 - July 2007
E*TRADE Financial 2005 - 2007
E*TRADE Financial 2005 - 2007
Skills
Financial Analysis, Finance, Financial Services, Accounting, Securities, Risk Management, Financial Risk, Financial Reporting, Auditing, Equities, Banking, Financial Modeling, Analysis, Fixed Income
Education
Fordham University - Graduate School of Business Administration 2008 — 2011
Master of Business Administration (M.B.A.), Accounting
University of Rochester 2000 — 2004
B.A, English
SiriusDecisions July 2015 - Present
GE Capital August 2013 - July 2015
UBS Investment Bank April 2011 - August 2013
Fordham University July 2007 - April 2011
E*TRADE Financial January 2005 - July 2007
E*TRADE Financial 2005 - 2007
E*TRADE Financial 2005 - 2007
Skills
Financial Analysis, Finance, Financial Services, Accounting, Securities, Risk Management, Financial Risk, Financial Reporting, Auditing, Equities, Banking, Financial Modeling, Analysis, Fixed Income
Education
Fordham University - Graduate School of Business Administration 2008 — 2011
Master of Business Administration (M.B.A.), Accounting
University of Rochester 2000 — 2004
B.A, English
Tim McFarland's E*TRADE Financial Experience April 2011 - Present
Job Senior Manager, Telecommunications Engineering at E*TRADE Financial
Industry Information Technology and Services
Experience
E*TRADE Financial April 2011 - Present
E*TRADE Financial November 2010 - April 2011
NCR Corporation 2010 - November 2010
Cox Communications August 2008 - May 2010
Tek Systems October 2007 - August 2008
Apollo Health Street(formerly Zavata Inc.) August 1997 - October 2007
Zavata (STI Knowledge) 1997 - 2007
STI Knowledge 1997 - 2003
UPS October 1990 - August 1998
Skills
Cisco Technologies, CCNA, Integration, VoIP, Cisco Certified, Cisco Call Manager, VMware, CCVP, UCCE, Disaster Recovery, Management, ITIL, Security, Data Center, Vendor Management, CISSP, IT Strategy, Servers, Windows Server, IT Management, WAN, Infrastructure, Telephony, Networking, TCP/IP, Switches, Active Directory, Routing, Microsoft Exchange, Unified Communications, Network Design, Network Architecture, IT Service Management, Call Centers
Education
University of Georgia - Terry College of Business 1989 — 1992
BBA, Management Science and Information Technology
Georgia Institute of Technology 1987 — 1989
Mechanical Engineering
Abraham Baldwin Agricultural College 1985 — 1988
AS, Mathematics
E*TRADE Financial April 2011 - Present
E*TRADE Financial November 2010 - April 2011
NCR Corporation 2010 - November 2010
Cox Communications August 2008 - May 2010
Tek Systems October 2007 - August 2008
Apollo Health Street(formerly Zavata Inc.) August 1997 - October 2007
Zavata (STI Knowledge) 1997 - 2007
STI Knowledge 1997 - 2003
UPS October 1990 - August 1998
Skills
Cisco Technologies, CCNA, Integration, VoIP, Cisco Certified, Cisco Call Manager, VMware, CCVP, UCCE, Disaster Recovery, Management, ITIL, Security, Data Center, Vendor Management, CISSP, IT Strategy, Servers, Windows Server, IT Management, WAN, Infrastructure, Telephony, Networking, TCP/IP, Switches, Active Directory, Routing, Microsoft Exchange, Unified Communications, Network Design, Network Architecture, IT Service Management, Call Centers
Education
University of Georgia - Terry College of Business 1989 — 1992
BBA, Management Science and Information Technology
Georgia Institute of Technology 1987 — 1989
Mechanical Engineering
Abraham Baldwin Agricultural College 1985 — 1988
AS, Mathematics
John J. Sandoval, ITILv3, SSGB's E*TRADE Financial Experience November 2001 - July 2004
Job Lead Associate at Booz Allen Hamilton
Industry Management Consulting
Experience
Booz Allen Hamilton October 2014 - Present
Agilex Technologies May 2013 - September 2014
Gartner March 2011 - February 2013
Gartner August 2008 - March 2011
Customer Value Partners (CVP) September 2007 - August 2008
BearingPoint November 2005 - September 2007
Convergys 2005 - 2006
E*TRADE Financial November 2001 - July 2004
Skills
Business Development, Business Analysis, Program Management, Management Consulting, IT Strategy, PMP, Process Improvement, Project Management, Risk Management, PMO, Cross-functional Team..., Requirements Analysis, ITIL, CRM, Change Management, Business Process, Governance, Strategy, IT Service Management, Integration, Enterprise Architecture, Leadership, Cloud Computing, SDLC, Team Leadership, Training, Analysis, Strategic Planning, Team Building, Management, Security, Data Center, IT Management, Business Intelligence, Software Project..., Disaster Recovery, Business Process..., Vendor Management, Requirements Gathering, Outsourcing, Project Portfolio..., Consulting, Information Technology, Business Transformation, Professional Services, Software Documentation, ERP, Testing, Enterprise Software, Six Sigma
Education
George Mason University
Booz Allen Hamilton October 2014 - Present
Agilex Technologies May 2013 - September 2014
Gartner March 2011 - February 2013
Gartner August 2008 - March 2011
Customer Value Partners (CVP) September 2007 - August 2008
BearingPoint November 2005 - September 2007
Convergys 2005 - 2006
E*TRADE Financial November 2001 - July 2004
Skills
Business Development, Business Analysis, Program Management, Management Consulting, IT Strategy, PMP, Process Improvement, Project Management, Risk Management, PMO, Cross-functional Team..., Requirements Analysis, ITIL, CRM, Change Management, Business Process, Governance, Strategy, IT Service Management, Integration, Enterprise Architecture, Leadership, Cloud Computing, SDLC, Team Leadership, Training, Analysis, Strategic Planning, Team Building, Management, Security, Data Center, IT Management, Business Intelligence, Software Project..., Disaster Recovery, Business Process..., Vendor Management, Requirements Gathering, Outsourcing, Project Portfolio..., Consulting, Information Technology, Business Transformation, Professional Services, Software Documentation, ERP, Testing, Enterprise Software, Six Sigma
Education
George Mason University
Derek Webster's E*TRADE Financial Experience June 2003 - July 2006
Job Founder and CEO at CardFlight
Industry Internet
Experience
CardFlight February 2013 - Present
LocalBonus March 2011 - May 2013
Oliver Wyman January 2010 - March 2011
Oliver Wyman September 2008 - January 2010
Oliver Wyman June 2007 - August 2007
E*TRADE FINANCIAL June 2003 - July 2006
Skills
Mergers, Management Consulting, Corporate Development, Entrepreneurship, Start-ups, Online Advertising, Product Development, Strategy, Email Marketing, Payments, Venture Capital
Education
Stanford University Graduate School of Business 2006 — 2008
MBA
Georgetown University 2000 — 2004
BS
Tecnológico de Monterrey 2002 — 2002
CardFlight February 2013 - Present
LocalBonus March 2011 - May 2013
Oliver Wyman January 2010 - March 2011
Oliver Wyman September 2008 - January 2010
Oliver Wyman June 2007 - August 2007
E*TRADE FINANCIAL June 2003 - July 2006
Skills
Mergers, Management Consulting, Corporate Development, Entrepreneurship, Start-ups, Online Advertising, Product Development, Strategy, Email Marketing, Payments, Venture Capital
Education
Stanford University Graduate School of Business 2006 — 2008
MBA
Georgetown University 2000 — 2004
BS
Tecnológico de Monterrey 2002 — 2002
CT Wood's E*TRADE Financial Experience May 2003 - September 2006
Job Project Control Specialist for Granite Services International
Industry Oil & Energy
Experience
Granite Services August 2007 - Present
E*TRADE Financial May 2003 - September 2006
E*TRADE Financial January 2001 - May 2003
E*TRADE Financial July 1999 - January 2001
Skills
Project Management, Management, Financial Reporting, Accounting, Finance
Education
Wake Forest University 1995 — 1998
George Mason University 1990 — 1994
BA
Granite Services August 2007 - Present
E*TRADE Financial May 2003 - September 2006
E*TRADE Financial January 2001 - May 2003
E*TRADE Financial July 1999 - January 2001
Skills
Project Management, Management, Financial Reporting, Accounting, Finance
Education
Wake Forest University 1995 — 1998
George Mason University 1990 — 1994
BA
Lane, Darryl's E*TRADE Financial Experience 2002 - 2005
Job Deputy Program Manager at BAE Systems Information Technology
Industry Information Technology and Services
Experience
BAE Systems Information Technology 2005 - Present
E*Trade Financial 2002 - 2005
E*TRADE 2002 - 2005
Florida Power Corporation 1992 - 2001
Education
Florida Agricultural and Mechanical University 1987 — 1991
BAE Systems Information Technology 2005 - Present
E*Trade Financial 2002 - 2005
E*TRADE 2002 - 2005
Florida Power Corporation 1992 - 2001
Education
Florida Agricultural and Mechanical University 1987 — 1991
Sabrina Korber's E*TRADE Financial Experience 2001 - 2003
Job Producer, CNBC
Industry Broadcast Media
Experience
CNBC March 2012 - Present
CNBC October 2010 - March 2012
RetailAid Business Solutions November 2009 - February 2012
ThomsonReuters October 2010 - May 2011
CNBC Business News March 2007 - November 2009
CNBC December 2005 - March 2007
Fox News 2003 - 2006
E*Trade Financial 2001 - 2003
Upside.com 2000 - 2001
ABC News Radio 1998 - 1999
Skills
Broadcast, Television, Economics, Video, New Media, Journalism, TV News Production, Broadcast Television, Video Production, Media Relations, Digital Media, Editing, Social Media, Strategic Communications, Facebook, Marketing Communications, News Writing, Publishing, Breaking News, Field Producing, Public Relations, Press Releases, Video Editing, Social Networking, Social Media Marketing, Producing, Post Production, Interviews, Creative Direction, Storytelling, Documentaries, Field Production
Education
Fordham University - Graduate School of Business Administration 2012 — 2015
MBA, Finance & Accounting, 3.79 GPA
New York University 1995 — 1999
BA, Journalism & Middle Eastern Studies
CNBC March 2012 - Present
CNBC October 2010 - March 2012
RetailAid Business Solutions November 2009 - February 2012
ThomsonReuters October 2010 - May 2011
CNBC Business News March 2007 - November 2009
CNBC December 2005 - March 2007
Fox News 2003 - 2006
E*Trade Financial 2001 - 2003
Upside.com 2000 - 2001
ABC News Radio 1998 - 1999
Skills
Broadcast, Television, Economics, Video, New Media, Journalism, TV News Production, Broadcast Television, Video Production, Media Relations, Digital Media, Editing, Social Media, Strategic Communications, Facebook, Marketing Communications, News Writing, Publishing, Breaking News, Field Producing, Public Relations, Press Releases, Video Editing, Social Networking, Social Media Marketing, Producing, Post Production, Interviews, Creative Direction, Storytelling, Documentaries, Field Production
Education
Fordham University - Graduate School of Business Administration 2012 — 2015
MBA, Finance & Accounting, 3.79 GPA
New York University 1995 — 1999
BA, Journalism & Middle Eastern Studies
Joe Osborne's E*TRADE Financial Experience April 2011 - June 2012
Job Communications Manager at Google
Industry Public Relations and Communications
Experience
Google January 2014 - Present
Mindspark Interactive Network, Inc. July 2012 - December 2013
E*TRADE Financial April 2011 - June 2012
LMG, Inc. September 2009 - April 2011
Deloitte December 2007 - September 2009
PMK*BNC May 2007 - December 2007
Skills
Media Relations, Corporate Communications, Public Relations, Writing, Creative Strategy, Media Strategy, Internal Communications, Presentation Development, Executive Visibility, Executive Communications, Strategic Communications, Crisis Communications, Press Releases, Press Conferences, Press Kits, Media Research, Media Lists, Journalism, Website Management, Multimedia Project..., Award Submissions, Speaking Engagements, Key Message Development, Press Release Creation, Publicity, Communications Planning, Budget Management, Contract Management, Multimedia, Public Speaking, Communication Training, New Media, Facebook, Reputation Management, Message Development, Content Development, Content Strategy, Integrated Marketing, Copywriting, Digital Strategy, Speech Writing, Digital Media
Education
Georgetown University 2008 — 2010
Master's degree, Public Relations & Corporate Communications
George Mason University 2003 — 2007
Bachelor's degree, Communications
Google January 2014 - Present
Mindspark Interactive Network, Inc. July 2012 - December 2013
E*TRADE Financial April 2011 - June 2012
LMG, Inc. September 2009 - April 2011
Deloitte December 2007 - September 2009
PMK*BNC May 2007 - December 2007
Skills
Media Relations, Corporate Communications, Public Relations, Writing, Creative Strategy, Media Strategy, Internal Communications, Presentation Development, Executive Visibility, Executive Communications, Strategic Communications, Crisis Communications, Press Releases, Press Conferences, Press Kits, Media Research, Media Lists, Journalism, Website Management, Multimedia Project..., Award Submissions, Speaking Engagements, Key Message Development, Press Release Creation, Publicity, Communications Planning, Budget Management, Contract Management, Multimedia, Public Speaking, Communication Training, New Media, Facebook, Reputation Management, Message Development, Content Development, Content Strategy, Integrated Marketing, Copywriting, Digital Strategy, Speech Writing, Digital Media
Education
Georgetown University 2008 — 2010
Master's degree, Public Relations & Corporate Communications
George Mason University 2003 — 2007
Bachelor's degree, Communications
Randall Brown's E*TRADE Financial Experience August 2001 - November 2013
Job Vice President, Global Technology Infrastructure at InterContinental Hotels Group (IHG®)
Industry Hospitality
Experience
InterContinental Hotels Group (IHG®) November 2013 - Present
E*TRADE Financial August 2001 - November 2013
MedAssets January 2000 - August 2001
InterContinental Hotels Group June 1998 - January 2000
Degussa Corporation October 1995 - June 1998
MAPICS March 1994 - October 1995
MetLife March 1993 - March 1994
GTE Government Systems May 1991 - March 1993
Skills
Technology, High Performance..., Transformational..., Process Optimization, Spend Management, Networking, Market Data, Information Security, High Performance Teams, Organizational..., Cross Functional Team..., Solution Delivery, MPLS, Data Center, VoIP, Operations Management, Contract Negotiation, Software Development, Financial Markets, Disaster Recovery, Project Management, Vendor Management, Exchange Connectivity, Leadership, Low Latency, Vendor Relationships, Network Architecture, Management, Electronic Trading, Securities, Financial Services, Executive Management, Databases, Information Technology, Integration, SaaS, Cloud Computing, Enterprise Architecture, Strategy
Education
University of West Florida 1989 — 1991
B.S., Systems and Controls Engineering
Florida State University 1988 — 1989
Electrical and Electronics Engineering
Pensacola Junior College 1986 — 1988
Associate of Science (AS), Pre-Engineering
InterContinental Hotels Group (IHG®) November 2013 - Present
E*TRADE Financial August 2001 - November 2013
MedAssets January 2000 - August 2001
InterContinental Hotels Group June 1998 - January 2000
Degussa Corporation October 1995 - June 1998
MAPICS March 1994 - October 1995
MetLife March 1993 - March 1994
GTE Government Systems May 1991 - March 1993
Skills
Technology, High Performance..., Transformational..., Process Optimization, Spend Management, Networking, Market Data, Information Security, High Performance Teams, Organizational..., Cross Functional Team..., Solution Delivery, MPLS, Data Center, VoIP, Operations Management, Contract Negotiation, Software Development, Financial Markets, Disaster Recovery, Project Management, Vendor Management, Exchange Connectivity, Leadership, Low Latency, Vendor Relationships, Network Architecture, Management, Electronic Trading, Securities, Financial Services, Executive Management, Databases, Information Technology, Integration, SaaS, Cloud Computing, Enterprise Architecture, Strategy
Education
University of West Florida 1989 — 1991
B.S., Systems and Controls Engineering
Florida State University 1988 — 1989
Electrical and Electronics Engineering
Pensacola Junior College 1986 — 1988
Associate of Science (AS), Pre-Engineering
George K. Livadas's E*TRADE Financial Experience June 2003 - August 2003
Job Long/Short Equity Analyst
Industry Investment Management
Experience
SCB Global Capital Management, LLC July 2015 - Present
BMO Capital Markets May 2014 - May 2015
BMO Capital Markets August 2010 - May 2014
Monroe Capital June 2009 - August 2009
Accolade Partners July 2006 - June 2008
Citi June 2004 - June 2006
E*TRADE Financial June 2003 - August 2003
Skills
Investment Banking, Capital Markets, Due Diligence, Equities, Securitization, Credit Analysis, Financial Markets, Venture Capital, Financial Institutions, Valuation, Financial Modeling, Fund Of Funds, Mergers & Acquisitions, Fixed Income, Equity Research, Private Equity
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA
Georgetown University 2001 — 2004
BA
The Lawrenceville School 1997 — 2000
SCB Global Capital Management, LLC July 2015 - Present
BMO Capital Markets May 2014 - May 2015
BMO Capital Markets August 2010 - May 2014
Monroe Capital June 2009 - August 2009
Accolade Partners July 2006 - June 2008
Citi June 2004 - June 2006
E*TRADE Financial June 2003 - August 2003
Skills
Investment Banking, Capital Markets, Due Diligence, Equities, Securitization, Credit Analysis, Financial Markets, Venture Capital, Financial Institutions, Valuation, Financial Modeling, Fund Of Funds, Mergers & Acquisitions, Fixed Income, Equity Research, Private Equity
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA
Georgetown University 2001 — 2004
BA
The Lawrenceville School 1997 — 2000
Erin Johns's E*TRADE Financial Experience April 2001 - Present
Job Bank Compliance at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE 2002 - Present
E*TRADE Financial April 2001 - Present
Kaiser Associates 1995 - 1999
Skills
Banking, Financial Services, Regulatory Compliance, Customer Service, Regulations, Customer Satisfaction, Securities, Credit, Credit Risk, Portfolio Management, Capital Markets, Risk Management, Mortgage Lending, FINRA, Financial Risk, Due Diligence, Mergers & Acquisitions, Real Estate License, Mortgage
Education
George Mason University 1996 — 2000
BA, BA History, Minor in Amer Govt
E*TRADE 2002 - Present
E*TRADE Financial April 2001 - Present
Kaiser Associates 1995 - 1999
Skills
Banking, Financial Services, Regulatory Compliance, Customer Service, Regulations, Customer Satisfaction, Securities, Credit, Credit Risk, Portfolio Management, Capital Markets, Risk Management, Mortgage Lending, FINRA, Financial Risk, Due Diligence, Mergers & Acquisitions, Real Estate License, Mortgage
Education
George Mason University 1996 — 2000
BA, BA History, Minor in Amer Govt
Lauren Carney's E*TRADE Financial Experience May 2011 - Present
Job at
Industry Financial Services
Experience
E*TRADE Financial May 2011 - Present
E*Trade Financial 2008 - May 2011
E*TRADE Financial 2006 - 2008
SunTrust Bank June 2003 - June 2005
Education
Georgia Institute of Technology 2000 — 2004
BS - Economics
E*TRADE Financial May 2011 - Present
E*Trade Financial 2008 - May 2011
E*TRADE Financial 2006 - 2008
SunTrust Bank June 2003 - June 2005
Education
Georgia Institute of Technology 2000 — 2004
BS - Economics
Jeff Tham's E*TRADE Financial Experience January 1999 - May 2002
Job Independent Financial Services Advisor
Industry Financial Services
Experience
Self-employed January 2003 - Present
MetLife Financial Services May 2002 - December 2002
E*TRADE Financial January 1999 - May 2002
Education
Georgia State University - J. Mack Robinson College of Business 1996 — 1999
Georgia Institute of Technology 1989 — 1996
Hillwood High
Self-employed January 2003 - Present
MetLife Financial Services May 2002 - December 2002
E*TRADE Financial January 1999 - May 2002
Education
Georgia State University - J. Mack Robinson College of Business 1996 — 1999
Georgia Institute of Technology 1989 — 1996
Hillwood High
Minati Shah's E*TRADE Financial Experience August 2010 - Present
Job Product Management & User Experience Design
Industry Financial Services
Experience
Etrade Financial August 2010 - Present
DLF Pramerica Life Insurance October 2008 - June 2009
ICICI Prudential Life Insurance February 2005 - October 2008
SBI Life Insurance Co. Ltd. June 2002 - February 2005
Wipro Technologies 2001 - 2001
Skills
User Interface Design, User Research, Certified Scrum Product..., Storyboarding, Wire Framing, User Experience, Product Management, Cross-functional Team..., Management, Business Analysis, Product Development, Start-ups, Agile Project Management, Relationship Management, Team Management, Vendor Management, Business Strategy, Analytics, Leadership, Sales, Product Launch, Direct Marketing, Business Development, Competitive Analysis, Insurance, Risk Management, Portfolio Management, MIS, Banking, Agile Web Development, Agile Methodologies, Flow Charts, Persona Creation, Storytelling, HTML5, CSS
Education
General Assembly 2015 — 2015
User Experience & Design
K J Somaiya Institute of Management 2000 — 2002
MMS, Finance
University of Mumbai
B COM, Commerce
Etrade Financial August 2010 - Present
DLF Pramerica Life Insurance October 2008 - June 2009
ICICI Prudential Life Insurance February 2005 - October 2008
SBI Life Insurance Co. Ltd. June 2002 - February 2005
Wipro Technologies 2001 - 2001
Skills
User Interface Design, User Research, Certified Scrum Product..., Storyboarding, Wire Framing, User Experience, Product Management, Cross-functional Team..., Management, Business Analysis, Product Development, Start-ups, Agile Project Management, Relationship Management, Team Management, Vendor Management, Business Strategy, Analytics, Leadership, Sales, Product Launch, Direct Marketing, Business Development, Competitive Analysis, Insurance, Risk Management, Portfolio Management, MIS, Banking, Agile Web Development, Agile Methodologies, Flow Charts, Persona Creation, Storytelling, HTML5, CSS
Education
General Assembly 2015 — 2015
User Experience & Design
K J Somaiya Institute of Management 2000 — 2002
MMS, Finance
University of Mumbai
B COM, Commerce
Byron Hennessey's E*TRADE Financial Experience October 2008 - May 2011
Job Director of Tax at Huntington Ingalls Industries, Inc.
Industry Defense & Space
Experience
Huntington Ingalls Industries, Inc. May 2011 - Present
HHS Sports Boosters August 2009 - May 2011
E*TRADE Financial October 2008 - May 2011
Colvin Hunt HOA 2007 - 2010
E*TRADE Financial Corporation January 2007 - October 2008
SC&H Group March 2005 - December 2006
Scarpati, Quinn & Hennessey, LLP April 2000 - March 2005
PricewaterhouseCoopers LLP 1996 - 1999
Education
Fordham Gabelli School of Business 1989 — 1993
MST, Taxation
University of Oklahoma - Price College of Business 1982 — 1986
B.Acc., Accountancy
Huntington Ingalls Industries, Inc. May 2011 - Present
HHS Sports Boosters August 2009 - May 2011
E*TRADE Financial October 2008 - May 2011
Colvin Hunt HOA 2007 - 2010
E*TRADE Financial Corporation January 2007 - October 2008
SC&H Group March 2005 - December 2006
Scarpati, Quinn & Hennessey, LLP April 2000 - March 2005
PricewaterhouseCoopers LLP 1996 - 1999
Education
Fordham Gabelli School of Business 1989 — 1993
MST, Taxation
University of Oklahoma - Price College of Business 1982 — 1986
B.Acc., Accountancy
Bosky Lal's E*TRADE Financial Experience
Job Client Support Analyst at Etrade Financial
Industry Financial Services
Experience
Etrade Financial
Skills
Process Improvement, Visio, Financial Analysis, Business Analysis, Requirements Analysis, Vendor Management, SDLC, Business Intelligence, Disaster Recovery, PMO, Risk Management, SharePoint, PMP, Business Process..., Software Project...
Education
George Mason University 2006 — 2007
web development
Etrade Financial
Skills
Process Improvement, Visio, Financial Analysis, Business Analysis, Requirements Analysis, Vendor Management, SDLC, Business Intelligence, Disaster Recovery, PMO, Risk Management, SharePoint, PMP, Business Process..., Software Project...
Education
George Mason University 2006 — 2007
web development
Anup Hiranandani's E*TRADE Financial Experience 2007 - 2009
Job Senior Manager at Ariba, An SAP Company
Industry Information Technology and Services
Experience
Ariba Inc September 2009 - Present
Ariba Inc 2009 - 2012
E*TRADE Financial 2007 - 2009
Skills
Procure-to-Pay, Ariba, Strategic Sourcing, E-procurement, Spend Analysis, Procurement, Outsourcing, Business Intelligence, Sourcing, Software Project..., Vendor Management
Education
George Mason University 1997 — 1999
MS, Information Technology
Ariba Inc September 2009 - Present
Ariba Inc 2009 - 2012
E*TRADE Financial 2007 - 2009
Skills
Procure-to-Pay, Ariba, Strategic Sourcing, E-procurement, Spend Analysis, Procurement, Outsourcing, Business Intelligence, Sourcing, Software Project..., Vendor Management
Education
George Mason University 1997 — 1999
MS, Information Technology
Cole Christensen's E*TRADE Financial Experience April 2008 - July 2009
Job Global Marketer at 3M
Industry Marketing and Advertising
Experience
3M April 2015 - Present
3M August 2013 - March 2015
CSC May 2012 - October 2012
Japan Exchange and Teaching Program(me) (JET) July 2009 - July 2011
Etrade Financial April 2008 - July 2009
Stone Hill National January 2007 - April 2008
Skills
Marketing, Competitive Analysis, Project Management, Marketing Strategy, Strategic Planning, Leadership, Marketing Communications, Customer Service, Entrepreneurship, Strategy, Program Management, Product Marketing, Financial Modeling, Business Strategy, Market Research, Operations Management, Customer Relations
Education
Georgetown University - The McDonough School of Business 2011 — 2013
Master of Business Administration, General Management, Marketing
University of Utah 2004 — 2007
BofA, Japanese
3M April 2015 - Present
3M August 2013 - March 2015
CSC May 2012 - October 2012
Japan Exchange and Teaching Program(me) (JET) July 2009 - July 2011
Etrade Financial April 2008 - July 2009
Stone Hill National January 2007 - April 2008
Skills
Marketing, Competitive Analysis, Project Management, Marketing Strategy, Strategic Planning, Leadership, Marketing Communications, Customer Service, Entrepreneurship, Strategy, Program Management, Product Marketing, Financial Modeling, Business Strategy, Market Research, Operations Management, Customer Relations
Education
Georgetown University - The McDonough School of Business 2011 — 2013
Master of Business Administration, General Management, Marketing
University of Utah 2004 — 2007
BofA, Japanese
Blair Vietmeyer's E*TRADE Financial Experience Special AUSAU.S. Attorney's Office - D.C.2007 - 2007
Job Associate General Counsel at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial Special AUSAU.S. Attorney's Office - D.C.2007 - 2007
US Securities and Exchange Commission 1998 - 2007
NASD / Market Regulation 1995 - 1997
Education
Georgetown University Law Center 1995 — 1998
LL.M, Securities Regulation
The Catholic University of America 1992 — 1995
J.D., Law
James Madison University 1988 — 1992
B.B.A., Economics
E*TRADE Financial Special AUSAU.S. Attorney's Office - D.C.2007 - 2007
US Securities and Exchange Commission 1998 - 2007
NASD / Market Regulation 1995 - 1997
Education
Georgetown University Law Center 1995 — 1998
LL.M, Securities Regulation
The Catholic University of America 1992 — 1995
J.D., Law
James Madison University 1988 — 1992
B.B.A., Economics
Michael Connor, Esq.'s E*TRADE Financial Experience 2004 - 2011
Job Financial Services
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
E*TRADE Financial 2004 - 2011
SouthTrust Bank 1997 - 2000
Skills
Investments, Series 7, Series 63, Mutual Funds, Financial Services, Equities, Securities, Series 4, Series 24, Member of the Florida..., Wealth Management, Management, Asset Management, Asset Allocation, Leadership, Retirement
Education
Stetson University College of Law 2004 — 2007
University of South Florida 1995 — 2000
Masters Degree, Education
Florida State University 1986 — 1990
BA, English
lakewood high school
lakewood high school
lakewood high school
Morgan Stanley January 2013 - Present
E*TRADE Financial 2004 - 2011
SouthTrust Bank 1997 - 2000
Skills
Investments, Series 7, Series 63, Mutual Funds, Financial Services, Equities, Securities, Series 4, Series 24, Member of the Florida..., Wealth Management, Management, Asset Management, Asset Allocation, Leadership, Retirement
Education
Stetson University College of Law 2004 — 2007
University of South Florida 1995 — 2000
Masters Degree, Education
Florida State University 1986 — 1990
BA, English
lakewood high school
lakewood high school
lakewood high school
Brad Roberson's E*TRADE Financial Experience June 2010 - June 2012
Job Financial Advisor
Industry Investment Management
Experience
Merrill Edge July 2012 - Present
E*TRADE Financial June 2010 - June 2012
Bank of America/Merrill Lynch Wealth Management November 2006 - May 2009
Education
Florida Atlantic University 1998 — 2000
Merrill Edge July 2012 - Present
E*TRADE Financial June 2010 - June 2012
Bank of America/Merrill Lynch Wealth Management November 2006 - May 2009
Education
Florida Atlantic University 1998 — 2000
Antonio Regojo's E*TRADE Financial Experience August 2000 - March 2003
Job President at Inversionario, LLC
Industry Law Practice
Experience
Inversionario September 2010 - Present
Harper Meyer August 2007 - September 2010
Scottrade September 2003 - April 2005
Etrade Financial August 2000 - March 2003
Skills
Estate Planning, Corporate Law
Education
Florida International University - College of Law 2004 — 2007
J.D.
Virginia Polytechnic Institute and State University - Pamplin College of Business 1996 — 2000
Inversionario September 2010 - Present
Harper Meyer August 2007 - September 2010
Scottrade September 2003 - April 2005
Etrade Financial August 2000 - March 2003
Skills
Estate Planning, Corporate Law
Education
Florida International University - College of Law 2004 — 2007
J.D.
Virginia Polytechnic Institute and State University - Pamplin College of Business 1996 — 2000
Bobby Clark's E*TRADE Financial Experience 2004 - 2007
Job Vice President Institutional Sales at Ladenburg Thalmann
Industry Financial Services
Experience
Ladenburg Thalmann August 2011 - Present
Boenning & Scattergood, Inc. March 2009 - August 2011
Wall Street Access October 2007 - March 2009
E*TRADE Financial 2004 - 2007
Logan Capital Management, Inc. 1999 - 2004
Education
Franklin & Marshall College 1990 — 1994
Episcopal Academy 1978 — 1990
Ladenburg Thalmann August 2011 - Present
Boenning & Scattergood, Inc. March 2009 - August 2011
Wall Street Access October 2007 - March 2009
E*TRADE Financial 2004 - 2007
Logan Capital Management, Inc. 1999 - 2004
Education
Franklin & Marshall College 1990 — 1994
Episcopal Academy 1978 — 1990
Hari Gouta Reddy's E*TRADE Financial Experience January 2002 - Present
Job Senior Manager, Systems Engineering at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial January 2002 - Present
E*TRADE Financial July 2009 - July 2013
E*TRADE Financial January 2008 - June 2009
E*TRADE Financial 2003 - 2007
E*TRADE Financial January 2002 - September 2003
Edge Technologies Inc August 2000 - February 2001
Skills
Solaris, Disaster Recovery, Red Hat Linux, Unix, Sybase, SDLC, Shell Scripting, Perl, Agile Methodologies, BMC Remedy, Vendor Management, Oracle, Unix Shell Scripting, Data Center, Linux, Performance Tuning, DNS, IT Strategy, Requirements Analysis, IT Management, High Availability, System Deployment
Education
George Mason University 1999 — 2001
MS, Information Systems
Louisiana State University 1998 — 1999
MS, Environmental Engineering
Osmania University 1994 — 1998
BS, Civil Engineering
E*TRADE Financial January 2002 - Present
E*TRADE Financial July 2009 - July 2013
E*TRADE Financial January 2008 - June 2009
E*TRADE Financial 2003 - 2007
E*TRADE Financial January 2002 - September 2003
Edge Technologies Inc August 2000 - February 2001
Skills
Solaris, Disaster Recovery, Red Hat Linux, Unix, Sybase, SDLC, Shell Scripting, Perl, Agile Methodologies, BMC Remedy, Vendor Management, Oracle, Unix Shell Scripting, Data Center, Linux, Performance Tuning, DNS, IT Strategy, Requirements Analysis, IT Management, High Availability, System Deployment
Education
George Mason University 1999 — 2001
MS, Information Systems
Louisiana State University 1998 — 1999
MS, Environmental Engineering
Osmania University 1994 — 1998
BS, Civil Engineering
Michael Schoenberger's E*TRADE Financial Experience November 1997 - Present
Job SVP at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial November 1997 - Present
Education
Florida State University 1988 — 1991
E*TRADE Financial November 1997 - Present
Education
Florida State University 1988 — 1991
Jacqueline Bucello's E*TRADE Financial Experience TraderUBS1998 - May 2008
Job Branch Operation Manager at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial TraderUBS1998 - May 2008
CIBC Oppenheimer January 1997 - September 1998
Skills
Equity Trading, Securities, Trading, Series 7, Series 63, Series 24
Education
Foothill College 1987 — 1989
E*TRADE Financial TraderUBS1998 - May 2008
CIBC Oppenheimer January 1997 - September 1998
Skills
Equity Trading, Securities, Trading, Series 7, Series 63, Series 24
Education
Foothill College 1987 — 1989
Kaitlin Lacey's E*TRADE Financial Experience February 2006 - June 2008
Job Business Coach at Self Employed
Industry Professional Training & Coaching
Experience
Self Employed August 2014 - Present
Self Employed August 2014 - Present
Kaitlin Lacey Intuitive Healing October 2013 - Present
Be Yoga and Wellness LLC July 2010 - Present
Yoga One August 2008 - March 2010
Charlotte Yoga Club April 2009 - 2009
Body Mind Synergy October 2008 - 2009
E*TRADE Financial February 2006 - June 2008
Planet Beach Whitehall June 2005 - February 2006
Teachers Federal Credit Union May 2004 - August 2004
Skills
Yoga, Reiki, Healing, Fitness, Meditation, Training, Management, Process Improvement, Customer Service, Teaching, Banking, Financial Services, Software Documentation, Wellness, Social Media, Microsoft Office, Call Centers, Coaching
Education
Fordham University 2001 — 2005
BS, Major: Business Administration (Finance) Minor: Legal and Ethical Studies
Self Employed August 2014 - Present
Self Employed August 2014 - Present
Kaitlin Lacey Intuitive Healing October 2013 - Present
Be Yoga and Wellness LLC July 2010 - Present
Yoga One August 2008 - March 2010
Charlotte Yoga Club April 2009 - 2009
Body Mind Synergy October 2008 - 2009
E*TRADE Financial February 2006 - June 2008
Planet Beach Whitehall June 2005 - February 2006
Teachers Federal Credit Union May 2004 - August 2004
Skills
Yoga, Reiki, Healing, Fitness, Meditation, Training, Management, Process Improvement, Customer Service, Teaching, Banking, Financial Services, Software Documentation, Wellness, Social Media, Microsoft Office, Call Centers, Coaching
Education
Fordham University 2001 — 2005
BS, Major: Business Administration (Finance) Minor: Legal and Ethical Studies
Byron Hennessey's E*TRADE Financial Experience October 2008 - Present
Job Vice President Corporate Tax at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial October 2008 - Present
E*TRADE Financial January 2007 - October 2008
SC&H Group March 2005 - January 2007
Scarpati, Quinn & Hennessey, LLP April 2000 - March 2005
Education
Fordham Gabelli School of Business 1989 — 1993
Masters, Taxation
University of Oklahoma - Price College of Business 1982 — 1986
B.Acc., Accounting
E*TRADE Financial October 2008 - Present
E*TRADE Financial January 2007 - October 2008
SC&H Group March 2005 - January 2007
Scarpati, Quinn & Hennessey, LLP April 2000 - March 2005
Education
Fordham Gabelli School of Business 1989 — 1993
Masters, Taxation
University of Oklahoma - Price College of Business 1982 — 1986
B.Acc., Accounting
Dave Van Houten's E*TRADE Financial Experience October 2013 - Present
Job Director Operations Goverance and Control at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial October 2013 - Present
Broadridge Financial Solutions August 2012 - October 2013
Penson Financial Services June 2005 - July 2012
Broadridge 2005 - 2007
TD Waterhouse 1998 - 2005
Registrar & Transfer Company 1996 - 1998
Registrar & Transfer Company 1996 - 1998
Pershing 1988 - 1996
Skills
Prime Brokerage, Mutual Funds, Securities Lending, Capital Markets, Banking, Commercial Banking, Middle Office, Derivatives, Global Custody, Credit Analysis, OFAC, Back Office, Equities, FINRA, Financial Services, Options, Trading
Education
Fordham University 1984 — 1986
Bachelor of Arts (B.A.), Communication and Media Studies
Rockland Community College 1982 — 1984
Associate of Arts (A.A.), Communication and Media Studies
Nanuet High School
E*TRADE Financial October 2013 - Present
Broadridge Financial Solutions August 2012 - October 2013
Penson Financial Services June 2005 - July 2012
Broadridge 2005 - 2007
TD Waterhouse 1998 - 2005
Registrar & Transfer Company 1996 - 1998
Registrar & Transfer Company 1996 - 1998
Pershing 1988 - 1996
Skills
Prime Brokerage, Mutual Funds, Securities Lending, Capital Markets, Banking, Commercial Banking, Middle Office, Derivatives, Global Custody, Credit Analysis, OFAC, Back Office, Equities, FINRA, Financial Services, Options, Trading
Education
Fordham University 1984 — 1986
Bachelor of Arts (B.A.), Communication and Media Studies
Rockland Community College 1982 — 1984
Associate of Arts (A.A.), Communication and Media Studies
Nanuet High School
Malissa Radonovich's E*TRADE Financial Experience November 2008 - May 2009
Job Senior Consultant at ISGN
Industry Financial Services
Experience
ISGN September 2015 - Present
Newbold Advisors June 2014 - Present
Black Knight Financial Services - Formerly Lender Processing Services August 2011 - April 2014
Freddie Mac February 2011 - September 2011
Freddie Mac July 2009 - July 2011
E*TRADE Financial November 2008 - May 2009
Citicorp Mortgage September 2000 - September 2008
Northwest Mortgage Group January 1993 - April 2000
Skills
Finance, Process Improvement, Financial Risk, Management, Forecasting, Financial Analysis, Strategy, Mortgage Lending, Mortgage Servicing, Financial Services, Investments, Mergers & Acquisitions, Program Management, Loan Origination, Credit Risk, Cash Management, Budgets, Training, Project Management, Human Resources, Policy, Credit Analysis, Business Process, Due Diligence, Strategic Planning, Valuation, Coaching, Team Building, Strategic Financial..., Underwriting, Analysis, Mortgage Banking, Vendor Management, Executive Management, Residential Mortgages, Relationship Management, Insurance, Operational Risk..., Business Process..., Capital Markets, Asset Management, Financial Modeling, Lean Six Sigma, Call Centers, Credit Cards, Retail Banking
Education
Frederick Community College 2000 — 2009
Business/Banking
ISGN September 2015 - Present
Newbold Advisors June 2014 - Present
Black Knight Financial Services - Formerly Lender Processing Services August 2011 - April 2014
Freddie Mac February 2011 - September 2011
Freddie Mac July 2009 - July 2011
E*TRADE Financial November 2008 - May 2009
Citicorp Mortgage September 2000 - September 2008
Northwest Mortgage Group January 1993 - April 2000
Skills
Finance, Process Improvement, Financial Risk, Management, Forecasting, Financial Analysis, Strategy, Mortgage Lending, Mortgage Servicing, Financial Services, Investments, Mergers & Acquisitions, Program Management, Loan Origination, Credit Risk, Cash Management, Budgets, Training, Project Management, Human Resources, Policy, Credit Analysis, Business Process, Due Diligence, Strategic Planning, Valuation, Coaching, Team Building, Strategic Financial..., Underwriting, Analysis, Mortgage Banking, Vendor Management, Executive Management, Residential Mortgages, Relationship Management, Insurance, Operational Risk..., Business Process..., Capital Markets, Asset Management, Financial Modeling, Lean Six Sigma, Call Centers, Credit Cards, Retail Banking
Education
Frederick Community College 2000 — 2009
Business/Banking
Steve Rosenberg's E*TRADE Financial Experience April 2003 - February 2008
Job Fog Equities LLC
Industry Financial Services
Experience
Fog Equities LLC September 2012 - Present
Fog Equities LLC September 2012 - Present
Bloom Securities LLC December 2009 - August 2012
Lek Securities March 2008 - December 2009
E*TRADE Financial April 2003 - February 2008
Engelman Securities Corp. December 1993 - April 2003
Skills
Negotiation, Market Pricing, Sales Management, Trading, Options, Securities, Equity Trading, Proprietary Trading, Electronic Trading, Series 7, Investments, Trading Systems, Financial Markets, Equities, Alternative Investments, Capital Markets, Hedge Funds, Derivatives, Financial Services
Education
Northwestern University - Kellogg School of Management 1989 — 1993
MBA, Finance, Economics, Organizational Behavior
University of Michigan 1982 — 1986
BGS, Pre-Business, Classical Civilizations
Francis W. Parker School 1978 — 1982
HS, High School/Secondary Diplomas and Certificates
Fog Equities LLC September 2012 - Present
Fog Equities LLC September 2012 - Present
Bloom Securities LLC December 2009 - August 2012
Lek Securities March 2008 - December 2009
E*TRADE Financial April 2003 - February 2008
Engelman Securities Corp. December 1993 - April 2003
Skills
Negotiation, Market Pricing, Sales Management, Trading, Options, Securities, Equity Trading, Proprietary Trading, Electronic Trading, Series 7, Investments, Trading Systems, Financial Markets, Equities, Alternative Investments, Capital Markets, Hedge Funds, Derivatives, Financial Services
Education
Northwestern University - Kellogg School of Management 1989 — 1993
MBA, Finance, Economics, Organizational Behavior
University of Michigan 1982 — 1986
BGS, Pre-Business, Classical Civilizations
Francis W. Parker School 1978 — 1982
HS, High School/Secondary Diplomas and Certificates
Jennifer Allwine's E*TRADE Financial Experience November 2001 - April 2006
Job Business Analyst at Freddie Mac
Industry Financial Services
Experience
Freddie Mac September 2010 - Present
Freddie Mac April 2006 - January 2011
E*TRADE Financial November 2001 - April 2006
Cable & Wireless March 1997 - October 2001
Education
Marymount University 1995 — 1997
MBA
George Mason University 1990 — 1994
BS, Finance
Freddie Mac September 2010 - Present
Freddie Mac April 2006 - January 2011
E*TRADE Financial November 2001 - April 2006
Cable & Wireless March 1997 - October 2001
Education
Marymount University 1995 — 1997
MBA
George Mason University 1990 — 1994
BS, Finance
Josh Moeller's E*TRADE Financial Experience 2002 - 2007
Job Java Developer at Adobe Systems
Industry Computer Software
Experience
Adobe Systems (acquired Demdex, Inc.) April 2010 - Present
DGL Group November 2008 - March 2010
Vettro Corporation September 2007 - October 2008
E*TRADE Financial 2002 - 2007
E*TRADE Financial 1999 - 2002
Education
George Mason University 1995 — 1999
Adobe Systems (acquired Demdex, Inc.) April 2010 - Present
DGL Group November 2008 - March 2010
Vettro Corporation September 2007 - October 2008
E*TRADE Financial 2002 - 2007
E*TRADE Financial 1999 - 2002
Education
George Mason University 1995 — 1999
Kris Sumner's E*TRADE Financial Experience February 2004 - Present
Job Compliance Officer at E*TRADE Capital Management, LLC
Industry Financial Services
Experience
E*TRADE Capital Management, LLC June 2009 - Present
E*TRADE Financial February 2004 - Present
Kobren Insight Management, an E*TRADE Financial Wealth Management Company February 2010 - February 2011
Financial Industry Regulatory Authority (FINRA) June 2000 - February 2004
FINRA 2002 - 2004
Skills
Securities, Series 7, Compliance, Capital Markets, Risk Management
Education
Georgetown University 2006 — 2006
Professional Development Certificate, Financial Planning
James Madison University 1992 — 1996
BBA, Management, Economics
E*TRADE Capital Management, LLC June 2009 - Present
E*TRADE Financial February 2004 - Present
Kobren Insight Management, an E*TRADE Financial Wealth Management Company February 2010 - February 2011
Financial Industry Regulatory Authority (FINRA) June 2000 - February 2004
FINRA 2002 - 2004
Skills
Securities, Series 7, Compliance, Capital Markets, Risk Management
Education
Georgetown University 2006 — 2006
Professional Development Certificate, Financial Planning
James Madison University 1992 — 1996
BBA, Management, Economics
Jason Park's E*TRADE Financial Experience March 2009 - August 2011
Job QA Engineer at Goldman Sachs
Industry Computer Software
Experience
Goldman Sachs August 2011 - Present
ETrade Financial March 2009 - August 2011
Goldman Sachs January 2008 - March 2009
Infosys July 2007 - March 2009
Georgetown University - University Information Services August 2006 - December 2006
Skills
C++, Java, Unix, Unix Shell Scripting, Perl, Sybase, Oracle RDBMS, SQL, FIX Protocol
Education
Georgetown University 2003 — 2007
Bachelor of Science, Computer Science
University of Sydney
Goldman Sachs August 2011 - Present
ETrade Financial March 2009 - August 2011
Goldman Sachs January 2008 - March 2009
Infosys July 2007 - March 2009
Georgetown University - University Information Services August 2006 - December 2006
Skills
C++, Java, Unix, Unix Shell Scripting, Perl, Sybase, Oracle RDBMS, SQL, FIX Protocol
Education
Georgetown University 2003 — 2007
Bachelor of Science, Computer Science
University of Sydney
Diana Jurgielewicz's E*TRADE Financial Experience August 2009 - November 2010
Job FullStack Web Developer
Industry Computer Software
Experience
General Assembly March 2015 - June 2015
Covington & Burling February 2013 - March 2015
McKenna Long & Aldridge LLP May 2011 - February 2013
McKenna Long & Aldridge LLP November 2010 - May 2011
Etrade Financial August 2009 - November 2010
Skills
Ruby on Rails, JavaScript, jQuery, AJAX, HTML, CSS, SASS, Git, APIs, PostgreSQL, Backbone.js, Ruby, Research, PowerPoint, Microsoft Excel, Microsoft Office, Legal Research, Marketing, Social Media, Microsoft Word, Outlook, Leadership, Data Analysis, Github, Hoovers, Command Line
Education
William & Mary 2005 — 2009
BBA, Finance
Royal Holloway, University of London 2008 — 2008
General Assembly
Web Development Immersive
General Assembly March 2015 - June 2015
Covington & Burling February 2013 - March 2015
McKenna Long & Aldridge LLP May 2011 - February 2013
McKenna Long & Aldridge LLP November 2010 - May 2011
Etrade Financial August 2009 - November 2010
Skills
Ruby on Rails, JavaScript, jQuery, AJAX, HTML, CSS, SASS, Git, APIs, PostgreSQL, Backbone.js, Ruby, Research, PowerPoint, Microsoft Excel, Microsoft Office, Legal Research, Marketing, Social Media, Microsoft Word, Outlook, Leadership, Data Analysis, Github, Hoovers, Command Line
Education
William & Mary 2005 — 2009
BBA, Finance
Royal Holloway, University of London 2008 — 2008
General Assembly
Web Development Immersive
Hans DeSelms, CFA's E*TRADE Financial Experience 2002 - 2003
Job Principal at Koa Capital LLC
Industry Financial Services
Experience
Koa Capital LLC 2006 - Present
Black River Asset Management 2005 - 2006
Freddie Mac 2004 - 2005
Etrade Financial 2002 - 2003
Fannie Mae 1999 - 2002
Atlantic Portfolio Analytics and Management 1989 - 1998
Skills
ABS, Portfolio Management, Fixed Income, Derivatives, Valuation
Education
CFA Institute 1991 — 1994
Chartered Financial Analyst designation
Florida Institute of Technology
B.S
Koa Capital LLC 2006 - Present
Black River Asset Management 2005 - 2006
Freddie Mac 2004 - 2005
Etrade Financial 2002 - 2003
Fannie Mae 1999 - 2002
Atlantic Portfolio Analytics and Management 1989 - 1998
Skills
ABS, Portfolio Management, Fixed Income, Derivatives, Valuation
Education
CFA Institute 1991 — 1994
Chartered Financial Analyst designation
Florida Institute of Technology
B.S
Walter Grudzinski's E*TRADE Financial Experience June 2003 - June 2006
Job Director, Information Security and Business Continuity at Vectren Corporation
Industry Utilities
Experience
Vectren Corporation April 2013 - Present
Vectren Corporation April 2010 - April 2013
American General Finance June 2006 - March 2010
E*TRADE Financial June 2003 - June 2006
Citigroup April 1998 - June 2003
US Coast Guard May 1990 - April 1998
Skills
Business Continuity, Information Security, Security, Risk Management, IT Management, Project Management, Management, Strategic Planning, Information Security..., Disaster Recovery, Network Security
Education
George Mason University 2005 — 2007
MS, Information Systems
US Coast Guard Academy 1986 — 1990
BS, Mathematics and Computer Science
Vectren Corporation April 2013 - Present
Vectren Corporation April 2010 - April 2013
American General Finance June 2006 - March 2010
E*TRADE Financial June 2003 - June 2006
Citigroup April 1998 - June 2003
US Coast Guard May 1990 - April 1998
Skills
Business Continuity, Information Security, Security, Risk Management, IT Management, Project Management, Management, Strategic Planning, Information Security..., Disaster Recovery, Network Security
Education
George Mason University 2005 — 2007
MS, Information Systems
US Coast Guard Academy 1986 — 1990
BS, Mathematics and Computer Science
Dennis Byrne's E*TRADE Financial Experience March 2010 - March 2012
Job Client Relationship Management Professional
Industry Financial Services
Experience
Elim Group - AXA Advisors June 2014 - Present
Raymond James Financial Inc. November 2013 - May 2014
Lord Abbett & Co. LLC April 2012 - May 2013
Etrade Financial March 2010 - March 2012
Goldman Sachs Asset Management May 1998 - November 2008
Morgan Stanley June 1994 - May 1998
The Chase Manhattan Bank February 1989 - June 1994
Skills
Licensing, Hedge Funds, Alternative Investments, Equities, Fixed Income, Asset Managment, Series 63, Bloomberg, Investments, Capital Markets, Securities, Asset Allocation, Investment Strategies, Derivatives, Bonds
Education
Fordham University - Graduate School of Business Administration 1994 — 1997
MBA, International Finance
Iona College 1983 — 1987
BBA, Finance
Elim Group - AXA Advisors June 2014 - Present
Raymond James Financial Inc. November 2013 - May 2014
Lord Abbett & Co. LLC April 2012 - May 2013
Etrade Financial March 2010 - March 2012
Goldman Sachs Asset Management May 1998 - November 2008
Morgan Stanley June 1994 - May 1998
The Chase Manhattan Bank February 1989 - June 1994
Skills
Licensing, Hedge Funds, Alternative Investments, Equities, Fixed Income, Asset Managment, Series 63, Bloomberg, Investments, Capital Markets, Securities, Asset Allocation, Investment Strategies, Derivatives, Bonds
Education
Fordham University - Graduate School of Business Administration 1994 — 1997
MBA, International Finance
Iona College 1983 — 1987
BBA, Finance
Yolanda Williams, PMP's E*TRADE Financial Experience August 2011 - November 2014
Job Sr. Project Manager at ACI Worldwide
Industry Information Technology and Services
Experience
ACI Worldwide December 2014 - Present
E*TRADE Financial August 2011 - November 2014
Home Depot January 2011 - August 2011
Wendy's/Arby's Group, Inc. September 2010 - December 2010
SunTrust Bank August 2009 - September 2010
Teradata April 2008 - 2010
Teradata Corporation April 2008 - 2009
Ford Motor Company/Mascon Global June 2006 - April 2008
Skills
PMP, Program Management, Change Management, Contract Management, Six Sigma, Quality Management, Workshop Facilitation, Staff Development, CPM Scheduling, Certified Project..., Project Portfolio..., SDLC, MS Project, Management, Project Management, Business Process
Education
Florida Agricultural and Mechanical University 1977 — 1981
Bachelors, Economics
ACI Worldwide December 2014 - Present
E*TRADE Financial August 2011 - November 2014
Home Depot January 2011 - August 2011
Wendy's/Arby's Group, Inc. September 2010 - December 2010
SunTrust Bank August 2009 - September 2010
Teradata April 2008 - 2010
Teradata Corporation April 2008 - 2009
Ford Motor Company/Mascon Global June 2006 - April 2008
Skills
PMP, Program Management, Change Management, Contract Management, Six Sigma, Quality Management, Workshop Facilitation, Staff Development, CPM Scheduling, Certified Project..., Project Portfolio..., SDLC, MS Project, Management, Project Management, Business Process
Education
Florida Agricultural and Mechanical University 1977 — 1981
Bachelors, Economics
Joiya Mitchell's E*TRADE Financial Experience August 2013 - May 2014
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
Scottrade July 2014 - October 2014
Etrade Financial August 2013 - May 2014
E*TRADE Financial Corporation July 2008 - August 2013
E*TRADE Financial Corporation June 2006 - August 2008
Skills
Customer Service, Credit, Finance, Budgets, Analysis, Accounting, Financial Reporting, Account Management, Business Strategy, Team Building, Negotiation, Forecasting, Insurance, Investments, Equities, Financial Services
Education
Georgia Southern University 2000 — 2003
Bachelor of Business Administration (BBA), Finance
D.M. Therrell High School 1995 — 1999
Fidelity Investments September 2015 - Present
Scottrade July 2014 - October 2014
Etrade Financial August 2013 - May 2014
E*TRADE Financial Corporation July 2008 - August 2013
E*TRADE Financial Corporation June 2006 - August 2008
Skills
Customer Service, Credit, Finance, Budgets, Analysis, Accounting, Financial Reporting, Account Management, Business Strategy, Team Building, Negotiation, Forecasting, Insurance, Investments, Equities, Financial Services
Education
Georgia Southern University 2000 — 2003
Bachelor of Business Administration (BBA), Finance
D.M. Therrell High School 1995 — 1999
Kyle Lulofs's E*TRADE Financial Experience March 2005 - October 2007
Job Senior Manager, Strategic Risk Management at FIS
Industry Financial Services
Experience
FIS August 2013 - Present
FIS May 2012 - August 2013
FIS June 2011 - May 2012
FIS April 2008 - June 2011
FIS October 2007 - April 2008
E*TRADE Financial March 2005 - October 2007
Knowlogy Corporation January 2004 - March 2005
Skills
Business Development, Business Analysis, Vendor Management, Business Intelligence, Marketing, Requirements Analysis, Analytics, Process Improvement, Credit Cards, Payments, Project Management, Product Management, SharePoint, Program Management, Risk Management, Banking, CRM, SQL, Business Process..., Management Consulting, Training, Strategy, Visio, Leadership, Team Building, Change Management, Consulting
Education
University of Tampa 2009 — 2013
Master of Business Administration (MBA), Finance, General
Florida State University - College of Business 1998 — 2002
BS, Marketing
FIS August 2013 - Present
FIS May 2012 - August 2013
FIS June 2011 - May 2012
FIS April 2008 - June 2011
FIS October 2007 - April 2008
E*TRADE Financial March 2005 - October 2007
Knowlogy Corporation January 2004 - March 2005
Skills
Business Development, Business Analysis, Vendor Management, Business Intelligence, Marketing, Requirements Analysis, Analytics, Process Improvement, Credit Cards, Payments, Project Management, Product Management, SharePoint, Program Management, Risk Management, Banking, CRM, SQL, Business Process..., Management Consulting, Training, Strategy, Visio, Leadership, Team Building, Change Management, Consulting
Education
University of Tampa 2009 — 2013
Master of Business Administration (MBA), Finance, General
Florida State University - College of Business 1998 — 2002
BS, Marketing
Mary Galdamez CPP's E*TRADE Financial Experience June 2008 - October 2009
Job Payroll Manager Adcare Health
Industry Financial Services
Experience
FAMS 2014 - 2015
FAMS 2014 - 2015
FAMS 2014 - 2015
FAMS 2014 - 2015
Servigistics, Inc March 2010 - October 2012
Etrade Financial June 2008 - October 2009
Imerys March 2006 - June 2008
Various temp agencies March 2002 - March 2006
Quest Diagnostics April 2000 - August 2001
Hudson United Bank November 1997 - April 2000
Skills
General Ledger, Accounting, ADP Payroll, HRIS, Human Resources, Ceridian, FMLA, Journal Entries, Management, Account Reconciliation, Process Improvement, Benefits Administration, Payroll Processing, PeopleSoft, Payroll
Education
Georgia Perimeter College 2002 — 2002
CPP study classes, Adult and Continuing Education and Teaching
Computer Learning Center 1996 — 1996
Certification, Microcomputer Business Systems
FAMS 2014 - 2015
FAMS 2014 - 2015
FAMS 2014 - 2015
FAMS 2014 - 2015
Servigistics, Inc March 2010 - October 2012
Etrade Financial June 2008 - October 2009
Imerys March 2006 - June 2008
Various temp agencies March 2002 - March 2006
Quest Diagnostics April 2000 - August 2001
Hudson United Bank November 1997 - April 2000
Skills
General Ledger, Accounting, ADP Payroll, HRIS, Human Resources, Ceridian, FMLA, Journal Entries, Management, Account Reconciliation, Process Improvement, Benefits Administration, Payroll Processing, PeopleSoft, Payroll
Education
Georgia Perimeter College 2002 — 2002
CPP study classes, Adult and Continuing Education and Teaching
Computer Learning Center 1996 — 1996
Certification, Microcomputer Business Systems
Steve Mossburg's E*TRADE Financial Experience April 2008 - Present
Job Manager, Credit, Loss Mitigation
Industry Financial Services
Experience
E*TRADE Financial April 2008 - Present
Mortgage and Equity Funding Corporation January 2000 - January 2008
Washington Gas 1989 - 1999
Skills
Residential Mortgages, Loss Mitigation, Mortgage Underwriting, Mortgage Modification, Mortgage Lending, Loans, Credit, Underwriting, Portfolio Management, Funding, Leadership, Management, Training, Mortgage Banking, Loan Origination, Mortgage Servicing, Loan Servicing, Credit Analysis, Credit Risk
Education
Towson University
Business Administration and Management, General
Frederick Community College
Associate of Arts (A.A.), Business Administration and Management, General
E*TRADE Financial April 2008 - Present
Mortgage and Equity Funding Corporation January 2000 - January 2008
Washington Gas 1989 - 1999
Skills
Residential Mortgages, Loss Mitigation, Mortgage Underwriting, Mortgage Modification, Mortgage Lending, Loans, Credit, Underwriting, Portfolio Management, Funding, Leadership, Management, Training, Mortgage Banking, Loan Origination, Mortgage Servicing, Loan Servicing, Credit Analysis, Credit Risk
Education
Towson University
Business Administration and Management, General
Frederick Community College
Associate of Arts (A.A.), Business Administration and Management, General
Cade Coleman's E*TRADE Financial Experience January 2001 - Present
Job Etrade Financial
Industry Financial Services
Experience
Etrade Financial January 2001 - Present
Education
Georgia Southern University 1993 — 1997
Bachelor's Degree, Small Business Management
Etrade Financial January 2001 - Present
Education
Georgia Southern University 1993 — 1997
Bachelor's Degree, Small Business Management
Perry S. Meyers's E*TRADE Financial Experience August 2009 - March 2010
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Lincoln Financial Advisors October 2012 - March 2015
William Blair and Company May 2011 - October 2012
Chase Investment Services Corp. March 2010 - April 2011
E*TRADE Financial August 2009 - March 2010
Lincoln Financial Advisors April 2004 - August 2009
Skills
Investments, Series 7, Series 63
Education
Florida State University 1998 — 1998
MS
University of Illinois at Urbana-Champaign 1993 — 1997
BS
Fidelity Investments March 2015 - Present
Lincoln Financial Advisors October 2012 - March 2015
William Blair and Company May 2011 - October 2012
Chase Investment Services Corp. March 2010 - April 2011
E*TRADE Financial August 2009 - March 2010
Lincoln Financial Advisors April 2004 - August 2009
Skills
Investments, Series 7, Series 63
Education
Florida State University 1998 — 1998
MS
University of Illinois at Urbana-Champaign 1993 — 1997
BS
Alaina Fair's E*TRADE Financial Experience April 2006 - January 2011
Job Senior Account Manager at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial Corporation April 2015 - Present
E*TRADE 2006 - Present
E*TRADE Financial Corporation January 2011 - April 2015
E*TRADE Financial April 2006 - January 2011
Skills
Series 7, Series 63, Securities, Financial Services, Investments, Mutual Funds, Equities, Banking, Series 24
Education
Georgia Southern University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Marketing
E*TRADE Financial Corporation April 2015 - Present
E*TRADE 2006 - Present
E*TRADE Financial Corporation January 2011 - April 2015
E*TRADE Financial April 2006 - January 2011
Skills
Series 7, Series 63, Securities, Financial Services, Investments, Mutual Funds, Equities, Banking, Series 24
Education
Georgia Southern University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Marketing
Kaitlin Gray, CPA's E*TRADE Financial Experience April 2008 - April 2009
Job Internal Auditor at Raymond James
Industry Accounting
Experience
Yeo & Yeo PC January 2011 - May 2012
Washtenaw County February 2009 - January 2011
E*TRADE Financial April 2008 - April 2009
MetLife January 2007 - April 2008
Skills
Accounting, QuickBooks, General Ledger, Internal Controls, Financial Accounting, Auditing, Financial Analysis, Financial Reporting, Accounts Payable, GAAP, Accounts Receivable, Account Reconciliation, US GAAP, Financial Statements, Tax
Education
Walsh College 2008 — 2010
MS, Accounting
Florida State University - College of Business 2001 — 2005
BS, Finance
Yeo & Yeo PC January 2011 - May 2012
Washtenaw County February 2009 - January 2011
E*TRADE Financial April 2008 - April 2009
MetLife January 2007 - April 2008
Skills
Accounting, QuickBooks, General Ledger, Internal Controls, Financial Accounting, Auditing, Financial Analysis, Financial Reporting, Accounts Payable, GAAP, Accounts Receivable, Account Reconciliation, US GAAP, Financial Statements, Tax
Education
Walsh College 2008 — 2010
MS, Accounting
Florida State University - College of Business 2001 — 2005
BS, Finance
Adrian Walcott's E*TRADE Financial Experience December 1999 - January 2001
Job Sr. IT Manager at MasTec Inc
Industry Construction
Experience
MasTec Incorporated Sr IT Manager - BIMasTec IncApril 2009 - Present
Ryder System, Inc. March 2003 - April 2009
AllianceBernstein January 2001 - December 2002
E*TRADE Financial December 1999 - January 2001
Education
Florida International University - College of Business Administration
MBA, Finance
Oracle Univeristy
The Lodge School
MasTec Incorporated Sr IT Manager - BIMasTec IncApril 2009 - Present
Ryder System, Inc. March 2003 - April 2009
AllianceBernstein January 2001 - December 2002
E*TRADE Financial December 1999 - January 2001
Education
Florida International University - College of Business Administration
MBA, Finance
Oracle Univeristy
The Lodge School
Johnny Chu's E*TRADE Financial Experience August 2010 - January 2013
Job Software Developer/Team Lead at CBS Corporation
Industry Computer Software
Experience
CBS Corporation January 2013 - Present
E*TRADE Financial August 2010 - January 2013
The University of Georgia August 2009 - 2010
Neenah Paper May 2009 - July 2009
Mtech Systems June 2006 - July 2009
Skills
AngularJS, ASP.NET Web API, Entity Framework, Bootstrap, jQuery, Microsoft SQL Server, .NET, SOA, C# 4.0, WCF, SOAP, OOP, ASP.NET, Service Oriented..., Brightcove, Aspera, Oracle
Education
Georgia Institute of Technology 2002 — 2006
BS, Electrical Engineering
The University of Georgia 2009 — 2010
Computer Science, 3.6
CBS Corporation January 2013 - Present
E*TRADE Financial August 2010 - January 2013
The University of Georgia August 2009 - 2010
Neenah Paper May 2009 - July 2009
Mtech Systems June 2006 - July 2009
Skills
AngularJS, ASP.NET Web API, Entity Framework, Bootstrap, jQuery, Microsoft SQL Server, .NET, SOA, C# 4.0, WCF, SOAP, OOP, ASP.NET, Service Oriented..., Brightcove, Aspera, Oracle
Education
Georgia Institute of Technology 2002 — 2006
BS, Electrical Engineering
The University of Georgia 2009 — 2010
Computer Science, 3.6
Seung Ung Choi's E*TRADE Financial Experience July 2012 - July 2014
Job Staff, Software Engineering at E*TRADE Financial Corporation
Industry Information Technology and Services
Experience
E*TRADE Financial Corporation July 2014 - Present
E*TRADE Financial July 2012 - July 2014
E*TRADE FINANCIAL July 2012 - October 2012
STARLINE ASSOCIATE INC. August 2011 - December 2011
SAMSUNG INFORMATION SYSTEMS AMERICA INC. May 2010 - July 2010
Skills
SQL, Databases, Data Analysis, Quality Center, Test Automation, Microsoft Office, Unix, SDLC, Oracle, Sybase, SQL DB2, Software Quality..., Defect Life Cycle, Test Planning, Toad, Linux, Data Warehousing, Business Objects, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Photoshop
Education
Georgia Institute of Technology 2007 — 2011
Bachelor of Science (BS), Industrial and Systems Engineering
Georgetown Prep
E*TRADE Financial Corporation July 2014 - Present
E*TRADE Financial July 2012 - July 2014
E*TRADE FINANCIAL July 2012 - October 2012
STARLINE ASSOCIATE INC. August 2011 - December 2011
SAMSUNG INFORMATION SYSTEMS AMERICA INC. May 2010 - July 2010
Skills
SQL, Databases, Data Analysis, Quality Center, Test Automation, Microsoft Office, Unix, SDLC, Oracle, Sybase, SQL DB2, Software Quality..., Defect Life Cycle, Test Planning, Toad, Linux, Data Warehousing, Business Objects, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Photoshop
Education
Georgia Institute of Technology 2007 — 2011
Bachelor of Science (BS), Industrial and Systems Engineering
Georgetown Prep
Gennie Hayag's E*TRADE Financial Experience December 2005 - February 2007
Job Team Lead Senior Operations Specialist at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase April 2007 - Present
E*TRADE Financial December 2005 - February 2007
JP Morgan Invest, LLC / BrownCo February 2004 - December 2005
JP Morgan Chase, Treasury and Securities Services, Global Clearing July 2002 - February 2004
JP Morgan Chase, Bank Card Services January 1999 - June 2002
Skills
Customer Service, Leadership, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Time Management, Banking, Financial Services, Management
Education
University of Phoenix 1999 — 2001
Master's degree, Organizational Leadership/Management
Florida State University 1989 — 1991
Bachelor's degree, Psychology
Pensacola Junior College 1986 — 1989
JPMorgan Chase April 2007 - Present
E*TRADE Financial December 2005 - February 2007
JP Morgan Invest, LLC / BrownCo February 2004 - December 2005
JP Morgan Chase, Treasury and Securities Services, Global Clearing July 2002 - February 2004
JP Morgan Chase, Bank Card Services January 1999 - June 2002
Skills
Customer Service, Leadership, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Time Management, Banking, Financial Services, Management
Education
University of Phoenix 1999 — 2001
Master's degree, Organizational Leadership/Management
Florida State University 1989 — 1991
Bachelor's degree, Psychology
Pensacola Junior College 1986 — 1989
Robert Hempstead's E*TRADE Financial Experience September 2011 - Present
Job Branch Manager at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial September 2011 - Present
E*TRADE Financial May 2006 - September 2011
Morgan Stanley Dean Witter May 2005 - May 2006
Education
Fordham University 1998 — 2002
Finance & Decision Sciences
University College Dublin
E*TRADE Financial September 2011 - Present
E*TRADE Financial May 2006 - September 2011
Morgan Stanley Dean Witter May 2005 - May 2006
Education
Fordham University 1998 — 2002
Finance & Decision Sciences
University College Dublin
Byron Hennessey's E*TRADE Financial Experience January 2007 - May 2011
Job Vice President of Global Tax at ICF International
Industry Information Technology and Services
Experience
ICF International September 2013 - Present
Huntington Ingalls Industries, Inc. May 2011 - September 2013
E*TRADE Financial January 2007 - May 2011
Herndon High School Sports Boosters 2009 - 2011
Skills
Certified Public..., Licensed in IL, NYS, VA, CPA, Tax Accounting, Tax, Corporate Tax, State Tax, SEC filings, US GAAP, Sarbanes-Oxley Act, Internal Controls, Accounting, Financial Reporting, Tax Reporting, GAAP, Financial Accounting, Auditing, Income Tax
Education
Fordham University - Graduate School of Business Administration 1989 — 1993
Master of Science (M.S.), Taxation
University of Oklahoma - Price College of Business 1982 — 1986
Bachelor's degree, Accountancy
ICF International September 2013 - Present
Huntington Ingalls Industries, Inc. May 2011 - September 2013
E*TRADE Financial January 2007 - May 2011
Herndon High School Sports Boosters 2009 - 2011
Skills
Certified Public..., Licensed in IL, NYS, VA, CPA, Tax Accounting, Tax, Corporate Tax, State Tax, SEC filings, US GAAP, Sarbanes-Oxley Act, Internal Controls, Accounting, Financial Reporting, Tax Reporting, GAAP, Financial Accounting, Auditing, Income Tax
Education
Fordham University - Graduate School of Business Administration 1989 — 1993
Master of Science (M.S.), Taxation
University of Oklahoma - Price College of Business 1982 — 1986
Bachelor's degree, Accountancy
Bosky Lal's E*TRADE Financial Experience 2003 - Present
Job Credit Analyst at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial 2003 - Present
Skills
Credit, Credit Risk, Banking, Mortgage Lending, Loans, Financial Reporting, Sarbanes-Oxley Act, Accounting, Process Improvement, Analytics, Business Process..., Project Portfolio..., SQL, Financial Services
Education
George Mason University
Information Technology
E*TRADE Financial 2003 - Present
Skills
Credit, Credit Risk, Banking, Mortgage Lending, Loans, Financial Reporting, Sarbanes-Oxley Act, Accounting, Process Improvement, Analytics, Business Process..., Project Portfolio..., SQL, Financial Services
Education
George Mason University
Information Technology
Isaac Whitmore's E*TRADE Financial Experience 2000 - 2003
Job Investment Consultant
Industry Financial Services
Experience
TD Ameritrade January 2004 - Present
E*TRADE Financial 2000 - 2003
Morgan Stanley 1999 - 2000
Skills
Series 7, Series 6, Series 63, Series 65, Uniform Combined State..., Wealth Management, Retirement Planning, Investment Advisory, Portfolio Management, Asset Allocation, Investments, Equities, Bonds, Mutual Funds, ETFs, Securities
Education
Georgia Southern University 1995 — 1999
Bachelor of Business Administration (BBA), Finance
TD Ameritrade January 2004 - Present
E*TRADE Financial 2000 - 2003
Morgan Stanley 1999 - 2000
Skills
Series 7, Series 6, Series 63, Series 65, Uniform Combined State..., Wealth Management, Retirement Planning, Investment Advisory, Portfolio Management, Asset Allocation, Investments, Equities, Bonds, Mutual Funds, ETFs, Securities
Education
Georgia Southern University 1995 — 1999
Bachelor of Business Administration (BBA), Finance
Shafaq Sami's E*TRADE Financial Experience May 2007 - August 2007
Job Accounting Associate at SoundExchange
Industry Accounting
Experience
SoundExchange March 2013 - Present
Aptify April 2012 - February 2013
ASTD August 2010 - March 2012
Business Finance Group, Inc June 2008 - July 2010
E*TRADE Financial May 2007 - August 2007
Skills
Microsoft Dynamics GP, Financial Reporting, Accounting, Financial Accounting, Financial Analysis, Research, Negotiation, Analysis, Internal Controls, Budgets, Managerial Finance, Payroll, Process Improvement, QuickBooks, Journal Entries, Auditing, Loans, Microsoft Excel, Business Analysis, Finance, Databases, Data Analysis, Program Management, Invoicing, Data Entry, Accounts Payable, Microsoft Office, Strategic Planning, Financial Statements, Tax, Cash Flow, Great Plains Software
Education
George Mason University 2006 — 2011
Bachelor's Degree, Accounting & Management
SoundExchange March 2013 - Present
Aptify April 2012 - February 2013
ASTD August 2010 - March 2012
Business Finance Group, Inc June 2008 - July 2010
E*TRADE Financial May 2007 - August 2007
Skills
Microsoft Dynamics GP, Financial Reporting, Accounting, Financial Accounting, Financial Analysis, Research, Negotiation, Analysis, Internal Controls, Budgets, Managerial Finance, Payroll, Process Improvement, QuickBooks, Journal Entries, Auditing, Loans, Microsoft Excel, Business Analysis, Finance, Databases, Data Analysis, Program Management, Invoicing, Data Entry, Accounts Payable, Microsoft Office, Strategic Planning, Financial Statements, Tax, Cash Flow, Great Plains Software
Education
George Mason University 2006 — 2011
Bachelor's Degree, Accounting & Management
Robert Blane Maxwell IV's E*TRADE Financial Experience August 2009 - April 2011
Job Financial Services Representative
Industry Investment Management
Experience
Janus Capital Group May 2014 - Present
Minuteman Press Glen Allen September 2012 - March 2014
Phacil, Inc September 2011 - August 2012
E*TRADE Financial August 2009 - April 2011
Center for Media and Public Affairs October 2007 - April 2008
Willi's Ski and Snowboard July 2005 - June 2007
Education
George Mason University
B.A. Communication, Public Relations and Marketing
Janus Capital Group May 2014 - Present
Minuteman Press Glen Allen September 2012 - March 2014
Phacil, Inc September 2011 - August 2012
E*TRADE Financial August 2009 - April 2011
Center for Media and Public Affairs October 2007 - April 2008
Willi's Ski and Snowboard July 2005 - June 2007
Education
George Mason University
B.A. Communication, Public Relations and Marketing
Lan Shy's E*TRADE Financial Experience July 2001 - September 2002
Job Team Lead – Network Management Application Support at Cox Communications
Industry Broadcast Media
Experience
Cox Communications June 2012 - Present
Cox Communications April 2004 - June 2012
ReachView Technologies September 2002 - April 2004
E*TRADE Financial July 2001 - September 2002
Verso Technologies August 1998 - July 2001
LHS Communications September 1997 - August 1998
EarthLink (formerly MindSpring) 1996 - 1996
Skills
Netcool, Unix, Unix Administration
Education
Georgia Institute of Technology 1992 — 1997
BS, Computer and Electrical Engineering
Cox Communications June 2012 - Present
Cox Communications April 2004 - June 2012
ReachView Technologies September 2002 - April 2004
E*TRADE Financial July 2001 - September 2002
Verso Technologies August 1998 - July 2001
LHS Communications September 1997 - August 1998
EarthLink (formerly MindSpring) 1996 - 1996
Skills
Netcool, Unix, Unix Administration
Education
Georgia Institute of Technology 1992 — 1997
BS, Computer and Electrical Engineering
Anthony Barros's E*TRADE Financial Experience February 2014 - Present
Job Managing Director RCap Securities Inc
Industry Financial Services
Experience
E*TRADE Financial February 2014 - Present
RCap Securities, Inc. 2012 - Present
Skills
Capital Markets, Derivatives, Investments, Trading, Fixed Income, FINRA, Securities Lending, Finance, Funding, Series 7, Bloomberg, Securities, Series 63
Education
Fordham University - Graduate School of Business Administration
Manhattan College
Bachelor of Science (B.S.), Finance and Intl Business
E*TRADE Financial February 2014 - Present
RCap Securities, Inc. 2012 - Present
Skills
Capital Markets, Derivatives, Investments, Trading, Fixed Income, FINRA, Securities Lending, Finance, Funding, Series 7, Bloomberg, Securities, Series 63
Education
Fordham University - Graduate School of Business Administration
Manhattan College
Bachelor of Science (B.S.), Finance and Intl Business
Oscar Moscoso's E*TRADE Financial Experience December 2000 - June 2006
Job Director of Financial Forecasting at Freddie Mac
Industry Financial Services
Experience
Freddie Mac June 2006 - Present
E*TRADE Financial December 2000 - June 2006
Arthur Andersen LLP September 1998 - December 2000
Skills
Financial Analysis, Financial Modeling, Capital Markets, Fixed Income, Credit, Financial Risk, Banking
Education
James Madison University 1995 — 1998
BBA, Accounting and Information Systems
George Mason University 1993 — 1995
Accounting
Freddie Mac June 2006 - Present
E*TRADE Financial December 2000 - June 2006
Arthur Andersen LLP September 1998 - December 2000
Skills
Financial Analysis, Financial Modeling, Capital Markets, Fixed Income, Credit, Financial Risk, Banking
Education
James Madison University 1995 — 1998
BBA, Accounting and Information Systems
George Mason University 1993 — 1995
Accounting
Bojun Yan's E*TRADE Financial Experience November 2009 - March 2013
Job Enterprise Risk Management at Freddie Mac
Industry Financial Services
Experience
Freddie Mac March 2013 - Present
E*TRADE Financial November 2009 - March 2013
Citi April 2008 - November 2009
Skills
Credit Risk, Credit, Financial Modeling
Education
George Mason University
Master, Statistical science
Freddie Mac March 2013 - Present
E*TRADE Financial November 2009 - March 2013
Citi April 2008 - November 2009
Skills
Credit Risk, Credit, Financial Modeling
Education
George Mason University
Master, Statistical science
Souzna Shenouda's E*TRADE Financial Experience July 2012 - Present
Job Security Architect at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial July 2012 - Present
Nish June 2011 - December 2011
Skills
Information Security, Network Security, Application Security, Penetration Testing, Agile Testing, Security+, Vulnerability Assessment, Information Security...
Education
George Mason University 2007 — 2012
Bachelor of Science (BS), Computer and Information Systems Security/Information Assurance
E*TRADE Financial July 2012 - Present
Nish June 2011 - December 2011
Skills
Information Security, Network Security, Application Security, Penetration Testing, Agile Testing, Security+, Vulnerability Assessment, Information Security...
Education
George Mason University 2007 — 2012
Bachelor of Science (BS), Computer and Information Systems Security/Information Assurance
Andrea Dandridge's E*TRADE Financial Experience October 2009 - May 2013
Job Compliance Examiner at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research May 2013 - Present
E*TRADE Financial October 2009 - May 2013
Fidelity Investments January 2008 - October 2009
Skills
Financial Services, Retirement Planning, Wealth Management, Series 7, Securities, Equities, Mutual Funds, Series 63, Investments
Education
Georgia State University 2011 — 2012
Master of Professional Accountancy
Florida State University 2003 — 2008
Bachelor of Science (BS), Finance
Cambridge Investment Research May 2013 - Present
E*TRADE Financial October 2009 - May 2013
Fidelity Investments January 2008 - October 2009
Skills
Financial Services, Retirement Planning, Wealth Management, Series 7, Securities, Equities, Mutual Funds, Series 63, Investments
Education
Georgia State University 2011 — 2012
Master of Professional Accountancy
Florida State University 2003 — 2008
Bachelor of Science (BS), Finance
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.