E*TRADE Financial
Industry: Financial services company
DescriptionE-Trade Financial Corporation is a financial services company organized in Delaware and headquartered in New York City. The company provides services for individuals and institutions that are investing online. Customer service: 80033387233 Headquarters: New York City, New York, United States Subsidiaries: OptionsHouse, LLC, Founders: William A. Porter, Bernard A. Newcomb
E*TRADE Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at E*TRADE Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
E*TRADE Financial Salaries. You can even request information on how much does E*TRADE Financial pay if you want to. Learn about salaries, pros and cons of working for E*TRADE Financial directly from the past employees.
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E*TRADE Financial Employees
Tutor.com November 2012 - March 2014
Gonzaga University August 2010 - December 2010
US Postal Service Remote Encoding Center July 2009 - August 2010
Echotrade Financial March 2009 - July 2009
E*TRADE Financial September 2008 - February 2009
FVI Resource Group June 2004 - September 2008
Skills
Quantitative Analysis, Valuation, Customer Service, Corporate Finance, Economics, Investments, DCF, Tutoring, Equity Research, Critical Thinking, Financial Analysis, Financial Reporting, Excel, Statistics, Spreadsheets, Microsoft Excel, Benefit Cost Analysis, Online Tutoring, Leadership, Analysis
Education
Gonzaga University - School of Business Administration 2010 — 2012
MBA, Finance
University of Utah 2004 — 2008
BA, Economics
YP 2014 - Present
AID CORP September 2009 - Present
Merrill Lynch 2007 - 2009
Carzino Mortgage Banking Group 2005 - 2007
Bank of America 2003 - 2005
E*TRADE Financial 1999 - 2003
Skills
Business Development, Digital Media, Digital Marketing, SEM, Social Media Marketing, SEO, Google Adwords, Management Consulting, Strategic Planning, Business Strategy, Investments, Marketing, Program Management, Business Planning, Sales, New Business Development, Team Leadership, Finance, Coaching, Training, CRM, Project Management, Project Planning, Portfolio Management, Public Speaking, Financial Services, Customer Service, Customer Relations, Entrepreneurship, Banking, Small Business, Consulting, Manage Client..., Asset Management, Mentoring
Education
Georgia State University 1990 — 1993
Bachelor of, Law and Society
NCR Corporation September 2013 - Present
E*Trade Financial April 2006 - March 2013
E*Trade 2003 - 2006
E*Trade Financial December 2001 - June 2003
E*Trade Financial July 1999 - December 2001
Alltel Information Services 1997 - 1999
Skills
SDLC, Vendor Management, Agile Methodologies, Analytics, Business Analysis, Risk Management, Data Warehousing, SQL, Business Intelligence, Product Management, Cloud Computing, Software Project..., Requirements Analysis, Enterprise Architecture, Unix, Perl, SaaS, PMP, IT Strategy, Enterprise Software, Business Process..., Management, Information Quality, Program Management, Strategic Planning, Resource Management, Production Support, IT Infrastructure..., Database Design, Teradata, Remote Infrastructure..., Team Management, Oracle, Business Objects, Data Modeling, ETL, Testing, DB2, PL/SQL, Data Migration, Sybase, Erwin, Visio, Data Quality, Performance Tuning, Datastage, Quality Assurance, Requirements Gathering, SOA, Data Warehouse...
Education
Georgia State University 1995 — 1997
BBA, Computer Information Systems
Valdosta State University
BBA, Finance, Economics
Redan High School
Enterprise Rent-A-Car November 2013 - Present
Ascent, LLC. May 2013 - August 2013
Ascent, LLC. January 2012 - May 2013
E*TRADE Financial June 2011 - September 2011
New Balance Lake St. Louis January 2011 - May 2011
Greenville College April 2009 - May 2010
Greenville College September 2006 - May 2010
Skills
Writing, Marketing Communications, Event Management, Event Planning, Social Media, Social Media Marketing, Microsoft Office, PowerPoint, Fundraising, Microsoft Excel, Microsoft Word, Non-profits, Facebook, Public Relations, Social Networking, Editing, Public Speaking, Training, Graphic Design, Photoshop, Project Management, Sales, Nonprofits, Research, Teamwork, Leadership, Access, Customer Service, Analysis, Team Leadership, Blogging
Education
Greenville College 2006 — 2010
Bachelor's, Communications/ English
Greenville College 2006 — 2010
Bachelor of Arts, Communication- Mass Communication
Cambridge Investment Research 2011 - Present
E*TRADE Financial January 2007 - July 2010
Capstone Financial/Mass Mutual June 2005 - January 2007
J P Turner March 2004 - August 2004
Sterne Agee & Leach/SAL Financial February 2002 - August 2003
Charles Schwab and Co June 1999 - June 2001
Skills
Series 24, Investment Management, Managing Accounts, Superior Client Service, Securities, Series 7, Investments, Microsoft Office, Equities, Microsoft Excel
Education
Georgia State University
BA, Political Science
Merrill Lynch October 2014 - Present
E*TRADE Financial May 2014 - October 2014
Apple August 2010 - June 2013
Merrill Lynch June 2012 - August 2012
Education
Georgia State University - J. Mack Robinson College of Business 2009 — 2013
Bachelor's Degree, Finance
SunTrust Bank May 2015 - Present
SunTrust Bank March 2014 - Present
SunTrust Bank February 2012 - March 2014
SunTrust Bank November 2010 - February 2012
SunTrust Banks, Inc. June 2009 - November 2010
Manheim December 2006 - December 2008
E*TRADE Financial August 1999 - November 2006
Barron Chase Securities January 1996 - January 1998
Skills
Strategy, Product Management, Program Management, Strategic Planning, Cross-functional Team..., Leadership, Vendor Management, Process Improvement, Product Development, Project Management, Management, Integration, CRM, SDLC, Start-ups, Change Management, Website Management, SaaS, Business Process, Enterprise Software, Webmaster Services, Business Planning, Outsourcing, Agile Methodologies, Digital Strategy, Digital Marketing, Mobile Devices, Targeted Marketing, Marketing Strategy, Business Strategy, Team Leadership, Project Portfolio..., Integrated Marketing, Analysis, Marketing, Banking, Team Management, SEO, Analytics, Financial Services, Risk Management, Business Analysis, Portfolio Management
Education
Georgia State University - J. Mack Robinson College of Business 2009 — 2010
MBA, Organizational Management Concentration
Georgia State University 1992 — 1994
Bachelor of Science, Psychology, Minor in Management
Moss Adams LLP December 2008 - Present
Pure Marketing May 2004 - November 2008
E*TRADE Financial August 2001 - May 2004
Skills
Marketing Strategy, Online Marketing, Market Planning, Sales Support, Email Marketing, Public Relations, Advertising, Marketing Communications, Data Analysis, Promotions, Direct Mail, Budget Management, Social Media, Event Planning, Client Communications, Trade Shows, Content Management, Market Research, Corporate Communications, Brand Communication
Education
Gonzaga University - School of Business Administration 1987 — 1991
Bachelors, Marketing
Silicon Valley, CA January 2013 - Present
Diablo Valley College August 2013 - Present
Genesys Works - Bay Area June 2014 - June 2015
Softype, Inc July 2013 - September 2013
ETRADE Financial April 2006 - November 2012
Etrade Financial September 2002 - March 2006
Etrade Financial September 2001 - August 2002
Etrade Financial November 1997 - August 2001
Etrade Financial September 1996 - October 1997
Providian Bancorp December 1994 - August 1996
Skills
SDLC, Agile Methodologies, Integration, Software Development, Enterprise Software, Software Project..., SOA, Project Management, Product Management, Enterprise Architecture, Program Management, Vendor Management, Cloud Computing, Unix, Oracle, Software Engineering, Perl, Cross-functional Team..., Scrum, Application Architecture, Agile Project Management, Web Services, Team Building, Business Intelligence, Requirements Gathering, Distributed Systems, Scalability, BPMS, Software Design, Document Management, SQL, Data Warehousing, Data Modeling, Tomcat, Quality Assurance, Technical Leadership, Salesforce.com, CRM Applications, CTI, Global Call Center..., Brokerage Applications, Document Management..., PMP Exam Preparations, IT Instructions for..., IT Curriculum..., College Teaching, Online Teaching
Education
Golden Gate University
MS, Telecommunication Management
San Jose State University
BS, Computer Science
Rogers & Cheong, Inc. 1999 - Present
Service Source June 2012 - November 2014
Wholesale Applications Community September 2011 - June 2012
Dun & Bradstreet February 2009 - June 2011
Edgile, Inc. September 2005 - December 2008
HomeGain 1999 - 2001
E*TRADE Financial 1998 - 1999
Visa 1992 - 1997
Bank of America February 1988 - September 1992
Skills
Agile Methodologies, SDLC, Business Analysis, Program Management, Project Management, Project Management Tools, Project Manager..., Release Management, PMO, PMP, Enterprise Software, Scrum, Quality Assurance, Requirements Analysis, SaaS, Product Management, Software Project...
Education
Golden Gate University 1989 — 1992
MBA, Management
Pomona College 1983 — 1987
BA
InfraScience, LLC January 2013 - February 2014
Granade Technology Solutions 2012 - 2012
IntercontinentalExchange, Inc. 2008 - 2008
E*TRADE Financial 2008 - 2008
Bovis Lend Lease 2004 - 2007
Bovis Lend Lease 2002 - 2004
Lend Lease 2000 - 2002
Bellsouth 1998 - 2000
Hewlett Packard 1995 - 1998
Skills
Infrastructure, Project Management, Program Management, Virtualization, Data Center, Software Documentation, Project Planning, Change Management, Team Leadership, Process Improvement, Team Building, Troubleshooting, Strategic Planning, Training, Operations Management, Leadership
Education
University of Evansville
Bachelor of Science (B.S.), Communications
Georgia State University
Post-Baccalaureate, Biology, General
Apple, Inc. January 2014 - January 2015
E*TRADE Financial 2011 - December 2013
Reliance Trust Company 2010 - 2011
E*TRADE Financial February 2008 - August 2010
Skills
Series 7, Asset Allocation, Series 63, Mutual Funds, Financial Services, Customer Satisfaction, Maintaining Strong..., Troubleshooting, Analysis, Creative Problem Solving, Leadership, Motivated self-starter, Technical Support, Securities, Retirement Planning
Education
Georgia State University 2015 — 2017
Kinesiology and Exercise Science
Georgia State University - J. Mack Robinson College of Business 2003 — 2007
Bachelor of Arts, Finance
Faure Accounting 1987 - Present
UC Santa Cruz September 2010 - December 2011
BTI Group/Business Team May 2004 - January 2007
Faure Inc October 2003 - December 2004
Newscale August 2001 - October 2001
E*TRADE Financial August 1998 - June 2001
Sun Microsystems April 1998 - August 1998
Sun Microsystems July 1994 - March 1998
Faure, Inc 1986 - 1998
Skills
Accounting, Bookkeeping, teaching, Seminars, IT Operations, Budget, Forecasting, QuickBooks, Business Strategy, Mergers, Strategic Planning, Business Planning, Small Business, Financial Analysis, Teaching, Management Consulting, Business Valuation, Start-ups, Strategic Financial..., Entrepreneurship, Public Speaking, Budgets, Mergers & Acquisitions, Management, Cloud Computing, Financial Accounting, Marketing, Access, Finance, Financial Modeling, Training, Investments, Managerial Finance, Tax, Executive Management, Accountants, Tax Preparation, Cash Flow, Financial Planning
Education
Golden Gate University
Doctoral Studies and Financial Planning Graduate Certificate, Accounting and Finance
San Francisco State University
MBA, Accounting and Finance
UC Berkeley
Bachelor of Arts (B.A.), PhD, Psychology
Intuit August 2015 - Present
PayPal March 2014 - 2015
PayPal November 2011 - April 2014
PayPal April 2008 - November 2011
Yahoo! October 2007 - April 2008
E*TRADE Financial July 2006 - October 2007
Applied Materials Inc July 2001 - March 2006
Applied Materials August 1997 - July 2001
Axolotl Corp. January 1997 - August 1997
Skills
Cross-functional Team..., Agile Methodologies, Product Management, User Experience, Agile Project Management, Program Management, Project Management, Software Project..., Management, Project Planning, Scrum, Leadership, PMO, Quality Assurance, Vendor Management, Integration, Software Development, Start-ups, Team Leadership, E-commerce
Education
Stanford University 2007 — 2009
Golden Gate University
Master of Science
Oregon State University
Bachelor of Science
USC Consulting Group February 2015 - Present
COM Consulting, LLC May 2014 - January 2015
E*TRADE Financial February 2014 - May 2014
Georgia State University March 2011 - July 2013
Atlanta Braves January 2010 - January 2012
Skills
Management, Time Management, Analysis, Strategic Financial..., Series 7, Microsoft Office, PowerPoint, Public Speaking, Customer Service, Microsoft Excel, Finance, Financial Planning, Leadership, Microsoft Word
Education
Georgia State University - J. Mack Robinson College of Business 2009 — 2013
B.B.A, Managerial Science
Counsyl May 2015 - Present
Rimini Street August 2014 - May 2015
Twitter May 2012 - August 2014
First Solar June 2011 - May 2012
Microchip Technology August 2009 - June 2011
E*TRADE Financial November 2006 - August 2009
Cegedim Dendrite November 2001 - March 2005
Skills
SEC filings, SOX Compliancy, SSAE16, SAS70, Mobility..., Equity Edge Platform, ESPP, International ESPP, Restricted Stock, Employee Stock Options, International Equity..., Employee Training, Written & Oral..., Report Development, Quarterly Reporting, FAS123R, CEP, Equity Compensation, Equity Incentive..., Microsoft Excel, PeopleSoft, ADP Payforce, Microsoft Office, Equities, 10b5-1 Plans, Sarbanes-Oxley Act, Stocks, Benefits Administration, Employee Benefits, ADP Payroll, Executive Pay, Deferred Compensation, HRIS, Mergers & Acquisitions, Incentive Programs, Section 16, IPO, Onboarding, Payroll, SSAE 16, SEC Filings, Management, Process Improvement
Education
Washington State University 2012 — 2015
Master of Business Administration (MBA)
Gonzaga University 2007 — 2009
M.A., Organizational Communication & Leadership
Lipscomb University 1996 — 2001
B.S., Computer Information Systems / Business Management
Griggers Wealth Management July 2015 - Present
Scottrade August 2013 - July 2015
Scottrade June 2009 - August 2013
Lincoln Financial Advisors September 2008 - April 2009
Etrade Financial May 2007 - May 2008
Reliance Trust September 2006 - May 2007
Edward Jones June 2004 - September 2006
Skills
Investments, Mutual Funds, Securities, Series 7, Finance, Series 63, Equities, Wealth Management, Retirement Planning, Strategic Financial..., Asset Allocation, Financial Planning, FINRA, Uniform Combined State...
Education
Georgia State University - J. Mack Robinson College of Business 2001 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
South Georgia College 1999 — 2001
Associate's, Business Administration
Cox Automotive Inc. September 2014 - May 2015
Manheim May 2013 - September 2014
Manheim May 2011 - April 2013
Manheim May 2009 - May 2011
Online Solutions Manheim March 2007 - May 2009
E*TRADE Financial October 2006 - March 2007
Colonial Pipeline Company March 2002 - August 2006
Initiative Media January 2000 - January 2002
Skills
Troubleshooting, Management, Process Improvement, Marketing, Business Analysis, Strategic Planning, CRM, System Administration, Software Project..., SDLC, Negotiation, Program Management, Customer Retention, Analytics, Project Management, Customer Satisfaction, Product Development, Business Intelligence, Business Process..., Customer Service, E-commerce, Account Management, Cross-functional Team..., Software Documentation, SQL, New Business Development, Business Planning, Data Warehousing, Team Building, Automotive, Agile Methodologies, Sales, Business Objects, Call Center, Call Centers, Product Management, Leadership, Vendor Management, Competitive Analysis, Salesforce.com, Strategy, Team Leadership, Forecasting
Education
University of Phoenix 2004 — 2006
MBA, Business Management
Georgia State University - J. Mack Robinson College of Business 1995 — 2000
BBA, Dual Major of Marketing and Management
E*TRADE Financial Corporation September 2014 - Present
E*TRADE Financial August 2013 - August 2014
E*TRADE Financial March 2011 - August 2013
E*TRADE Financial June 2009 - March 2011
E*TRADE Financial May 2008 - June 2009
Smith Barney May 2007 - July 2007
GPF Investments February 2007 - July 2007
Skills
Financial Analysis, Financial Reporting, Financial Forecasting, Capital Budgeting, CAPM, Microsoft Excel, Trading, Finance, Options, Analysis, FINRA, Equities, Derivatives, Sales, Securities, Investments, Asset Allocation, Asset Management, Financial Modeling, Futures Trading, Foreign Exchange, Financial Services, Financial Markets
Education
The University of Georgia 2014 — 2016
Master of Business Administration (MBA) Candidate
Valdosta State University 2005 — 2007
Bachelor of Business Administration (BBA), Finance
Gordon College (GA) 2003 — 2005
Associates of Business Administration, Business Administration and Management, General
Upson-Lee High School 1999 — 2003
Freelance November 2009 - Present
Moven April 2011 - October 2013
E*TRADE Financial August 2009 - April 2011
GE Healthcare 2001 - 2009
Lante 1999 - 2001
The Newberry Library 1997 - 1999
Skills
Task Analysis, Rapid Prototyping, Usability Testing, Usability Engineering, Contextual Inquiry, Focus Groups, Heuristic Evaluation, User-centered Design, User Experience, Information Architecture, E-commerce, User Interface, Interaction Design, Mobile Devices, User Interface Design, Usability, Creative Direction, User Research, User Experience Design, Visual Design, Persona, Information Design, Experience Design, User Scenarios, Wire Framing, Paper Prototyping, Human Computer..., Wireframes
Education
The School of the Art Institute of Chicago 1995 — 1997
Master of Fine Arts
Grinnell College 1985 — 1989
BA
Bettendorf High School 1981 — 1985
College Prep
City of Elk Grove August 2007 - Present
Sacramento Regional Transit June 2003 - July 2007
E*TRADE Financial February 1997 - April 2001
Skills
Government, Inspection, Code Enforcement, Conditional Use Permits, Emergency Management, Policy, Environmental Awareness, Contract Management, Transportation, Land Use, Transportation Planning, Preparedness, NIMS, Policy Analysis, Land Use Planning, Hazardous Materials, Community Outreach, Construction Management, Customer Service, Zoning, Economic Development, Public Administration, Public Policy, Local Government, Community Development, Public Safety, Enforcement, Disaster Response, Life Safety, Plan Review, Criminal Investigations, Criminal Justice, Evidence, Patrol, Investigation, Police, Private Investigations, Crime Prevention, Law Enforcement
Education
Golden Gate University 2015 — 2017
Master's degree, Public Administration
UC Davis 1991 — 1994
Bachelor of Arts (B.A.), Political Science and Government
Whittier College 1989 — 1991
Political Science
capuchino high school 1988 — 1989
Diploma
TD Ameritrade May 2012 - Present
TD Ameritrade July 2011 - May 2012
TD Ameritrade February 2009 - June 2011
E*TRADE Financial September 2008 - January 2009
E*TRADE April 2006 - September 2008
E*TRADE Financial February 2003 - March 2006
E*TRADE Financial June 2002 - February 2003
E*TRADE Financial November 1998 - June 2002
Skills
Business Analysis, Wealth Management, Brokerage, Risk, Back Office, mutual funds, ETFs, Process Improvement, Call Center Development, Hedge Funds, Alternative Investments, Arbitration, Product Development, Product Management, Operations Management, Sales Management, Internet Banking, Branch Management, Social Media Marketing, Internet Entrepreneur, Six Sigma, Disruptive Technologies, Bill Payment, Project Management, Contract Negotiation, Contract Management, Vendor Management, Vendor Management Skills, Vendor Management..., Mutual Funds, Financial Risk, Risk Management, Financial Services, Equities, Securities, Series 63, Due Diligence, Morningstar, FINRA, Competitive Analysis, Portfolio Management, Analysis, Options, Asset Allocation, Investments, Series 7, Financial Advisory, Fixed Income, Series 24, Asset Management
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Securities Industry Institute
Georgia State University - J. Mack Robinson College of Business 1993 — 1997
Bachelors of Business Administration, Economics
E*TRADE Financial February 2011 - Present
Education
Georgia State University 1998 — 2005
Bachelor's degree
E*TRADE Financial November 2012 - Present
CFP®, Wealth Advisor, Manager Leaders in Seattle, Washington April 2012 - October 2012
Capital Insight Partners February 2012 - March 2012
United Capital of Las Vegas November 2008 - February 2012
MCM Financial June 2002 - October 2008
Maul Capital Management August 2001 - November 2007
Skills
Certified Financial..., Wealth Management, Strategic Financial..., Retirement Planning, Series 7, Series 63, Financial Services, Risk Management, Asset Allocation, Series 65, IRAs, Long-term Care, Saving for Education, Certified Divorce..., Financial Coaching, Personal Financial..., Investment Portfolio..., Wealth Preservation..., Life & Health Insurance..., Permanent Life Insurance, Traditional IRA, Indexed Annuities, Variable Annuities, Tax Free Income, 401k Rollovers, 529 Plans, College Funding..., College Education..., Roth IRA, Retirement Savings
Education
University of California, Los Angeles 2009 — 2010
Certificate, Certified Financial Planning
Golden Gate University 1984 — 1988
Business - Arts Administration
San Francisco State University 1977 — 1981
BA, Economics
Navy Federal Credit Union July 2013 - Present
Navy Federal Credit Union March 2010 - Present
Waterfield Bank 2005 - October 2009
E*TRADE Financial 1999 - 2003
Skills
Compliance, Credit Unions, Banking, Consumer Lending, Credit, Mortgage, Risk, Mortgage Lending, Underwriting, NCCO, Financial Risk, Mortgage Banking, Loan Origination
Education
American University of Paris
Bachelor's degree, French Language and Literature
Golden Gate University
MBA
Newell Rubbermaid April 2014 - Present
Cobb County Satellite of CHADD May 2010 - August 2014
UPS June 2013 - April 2014
Verizon Telematics, Inc. June 2013 - June 2013
E*TRADE Financial October 2011 - June 2013
East Cobb County Council of PTA June 2012 - May 2013
E*TRADE Financial April 2010 - October 2011
Elavon April 2010 - December 2010
Kaplan Higher Education March 2008 - May 2010
Kaplan Higher Education August 2006 - March 2008
Skills
Project Management, Employee Training, Instructional Design, Staff Development, E-Learning, Adult Education, Coaching, Curriculum Development, Training, Captivate, Leadership Development, Curriculum Design, Public Speaking, Needs Analysis, Instructor-led Training, Team Building, Blended Learning, Higher Education, Leadership, Teaching, Articulate Studio, Community Outreach, Fundraising, Nonprofits, Learning Management..., Management, Career Counseling, Workshop Facilitation, Policy, Visio, ADDIE, Educational Leadership, Learning Management, Career Development, Distance Learning, Training Delivery, Admissions, Classroom
Education
Georgia State University 1993 — 1995
M.Ed, Early Childhood Education
University of Alabama 1988 — 1992
B.S., Early Childhood/Elementary Education
SunTrust Robinson Humphrey July 2014 - Present
E*TRADE Financial July 2013 - July 2014
LHL Construction Co., Inc January 2009 - March 2012
Tau Kappa Epsilon January 2008 - May 2009
Home Lending Solutions, Inc 2006 - 2007
Skills
Finance, Access, Payroll, Financial Accounting, Budgets, PowerPoint, Outlook, Microsoft Word, Microsoft Excel, Program Management, Series 7, Bilingual-Spanish, Series 63, Options Strategies, Stocks, Stock Trading, Trading Systems, Banking, Excel, Microsoft Office, Word, Customer Service, Accounts Payable, SharePoint, Retirement, Foreign Exchange
Education
Georgia State University 2010 — 2012
Bachelor of Business Administration, Finance and Economics
Georgia State University - J. Mack Robinson College of Business 2009 — 2012
The Coca-Cola Company August 2012 - Present
Smith & Howard, PC January 2005 - August 2012
E*TRADE Financial November 2000 - April 2002
E*TRADE Financial June 1999 - November 2000
Skills
Auditing, Non-profits, Employee Benefits, Accounting, Financial Reporting, Cash Flow, Accounts Receivable, General Ledger
Education
Georgia State University 2003 — 2007
MBA, Accounting and Management
Oglethorpe University 1995 — 1999
B.A., Psychology
Rockdale County Public Schools July 2014 - Present
Boys and Girls Clubs of America September 2012 - July 2014
E*TRADE Financial March 2011 - September 2012
Skills
Financial Services, Equities, Customer Service, Microsoft Office, Leadership, PowerPoint, Public Speaking, Microsoft Excel, Trading, Training, Social Media, Retirement, Microsoft Word, Project Management
Education
Georgia State University 2013 — 2014
Master's Degree, Middle Level Education (Math and Science)
The University of Georgia 2006 — 2010
Bachelor of Business Administration (B.B.A.), Management Information Systems, General, Alumnus
Brickstream Corporation May 2012 - Present
E*TRADE Financial June 2011 - May 2012
Waddell & Reed Financial Services December 2010 - January 2012
Barnes & Noble November 2008 - March 2010
US Navy August 2003 - August 2008
Skills
Time Management, Training, Investments, Customer Service, Human Resources
Education
Georgia State University - J. Mack Robinson College of Business 2008 — 2010
Bachelor of Business Administration, Finance
Saint Leo University 2005 — 2006
Associates of Arts, Liberal Arts
Carmichael Adventist Church October 2003 - Present
Farmers Insurance District Office 39 June 2011 - March 2012
H & R Blook December 2010 - April 2011
Financial Advocates January 2008 - April 2010
SMITH MOTTINI FINANCIAL ADVISORS, Roseville, California November 2008 - January 2009
SECURIAN FINANCIAL SERVICES, INC. January 2008 - October 2008
Signature Investors Inc. March 2007 - October 2007
NEW ENGLAND FINANCIAL November 2005 - February 2007
E*TRADE Financial August 2002 - August 2005
CHARLES SCHWAB & COMPANY August 1999 - December 2001
Skills
Portfolio Management, Portfolio Optimization, Team Management, Investments, Retirement Planning, Asset Managment, Retirement, 401k, Strategic Financial..., Estate Planning, Financial Analysis, Asset Allocation, Series 7, Mutual Funds, Wealth Management, Series 63, Financial Planners, Finance, Financial Planning, Asset Management
Education
CFA Institute 2001 — 2016
CFA, Investments and Securities
College Of Financial Planning 1996 — 2014
CFP, Financial Planning and Services
Golden Gate University 1991 — 1995
M.B.A., In a finance with an emphasis in financial planning
Loma Linda University 1985 — 1987
B.B.A, Management
Mountain View Academy 1978 — 1982
H.S. Diploma, College Preparation
Anthem, Inc. July 2015 - Present
Anthem, Inc. December 2013 - July 2015
Anthem, Inc. September 2012 - December 2013
Anthem, Inc. March 2011 - September 2012
Coventry Health Care July 2008 - August 2011
E*TRADE Financial July 2007 - July 2008
UGL Equis April 2006 - July 2007
UGL Equis May 2005 - April 2006
Skills
Visio, MS Project, XP, Mac, Outlook, Journal Entries, Accounting, General Ledger, Financial Accounting, Account Reconciliation, Health Insurance, Budgets, Management, Finance, Access, Microsoft Excel, Microsoft Office, Process Improvement
Education
Georgia State University - J. Mack Robinson College of Business 2011 — 2012
Masters, Accouting, 3.36
University of Maryland University College 2006 — 2010
Bachelors, Marketing, 3.55
SunTrust Bank January 2012 - Present
E*TRADE Financial 2006 - October 2011
Wild and Woody – Rustic Sign Art 2005 - 2006
Princeton Retirement Group (A division of Merrill Lynch), 1998 - 2005
Continental Benefits Administrators, Atlanta, GA 1995 - 1998
Skills
Business Analysis, Project Management, Bilingual, Bilingual-Spanish, Spanish, Implementation..., Financial Services, Equity Compensation, Stock Plan..., Retirement Plan Services, Database Management, Customer Service and..., Procedure Development..., MS Project, MS Office Suite, Visio, Outlook, PMBOK, Scrum, Stocks
Education
Georgia State University
MBA, Finance and International Business
University of Florida
BBA, Finance
antwaunsnamebrandshirts October 2011 - Present
antwaunnamebrandphones January 2011 - Present
antwaunsnamebrandphones January 2011 - Present
antwaunsnamebrandphones June 2010 - Present
eBay October 2008 - Present
Fandango June 2008 - Present
NetSuite September 2000 - Present
Patent Calls November 2002 - October 2011
E*TRADE Financial October 2000 - August 2011
antwaunsnamebrandphones 2010 - 2010
Skills
Invention, PayPal, fandango, Selling, Start-ups, Entrepreneur, E-commerce, Entrepreneurship, Online Advertising, Social Media Marketing, Business Development, Business Strategy, Product Management, New Business Development, SEM, SEO, Lead Generation, Marketing Strategy, Digital Marketing, Facebook, B2B, Sales, Online Marketing, patents, etrade, NetSuite, Ebay Sales, antwaunsnamebrandshirts, antwaunsnamebrandphones, branchout, glassdoor, Social Networking, Web Development, Strategy, Mobile Applications, Website Development, WordPress, Market Research, Google Analytics, Competitive Analysis, Email Marketing, PPC, Strategic Planning, Web Design, Web Analytics, Google Adwords, Product Marketing, CRM, Mobile Marketing, Analysis
Education
Guilford Technical Community College 1997 — 1999
no, business
Guilford Technical Community College 1993 — 1997
diploma, business
ragsdale highschool 1993 — 1997
E*TRADE Financial October 2011 - Present
Harland Clarke December 2004 - May 2009
BellSouth November 2000 - August 2003
JCPenney January 1999 - November 2000
TJMaxx February 1998 - February 1999
Skills
Customer Service, Leadership, Call Centers, Sales, Microsoft Office, Credit, Banking, Financial Services
Education
Georgia State University - J. Mack Robinson College of Business 2008 — 2011
Finance
Atlanta Metropolitan College 2006 — 2008
Business Administration
E*TRADE Financial December 2013 - Present
PoojaPlast August 2012 - January 2013
eMbience June 2010 - May 2012
Digispace Solution July 2009 - September 2009
SDSU (Student Job) March 2009 - August 2009
Micromann Back Office Pvt. Ltd January 2007 - May 2007
Skills
AJAX, JavaScript, jQuery, Salesforce.com..., CSS, Java, JSP, Servlets, HTML, Android, Multithreading, Spring, Databases, SQL, Perl, J2EE Web Services
Education
San Diego State University 2008 — 2010
Master of Science, Computer Science
San Diego State University-California State University 2008 — 2010
Master of Science (MS), Computer Science
Gujarat University 2003 — 2007
Bachelor of Engineering (B.E.), Information Technology
Gujarat University (India) 2003 — 2007
Bachelor of Engineering, Information Technology
John Friedman Financial September 2001 - Present
Sagemark Consulting September 2001 - August 2003
JF/RQ Consulting September 1994 - August 2001
E*TRADE Financial March 1998 - March 2001
Law Offices of John Friedman, and two other firms January 1985 - December 1998
of LinkedIn January 1900 - January 1900
Skills
Making it Fun, and Invigorating to, Delve into One's, Financial Life and, Thereby Improve It, Considerably., Financial Advising, of All Sorts, Financial Coaching, Financial Planning, Financial Managing, Financial Educating, Financial Health..., Personal Financial..., Holistic Financial..., Strategic Financial..., Business Planning, Estate Planning, Retirement Planning, Certified Financial..., Helping People Change, Their Financial Lives, Financial Advisory
Education
Haas School of Business, UC Berkeley 1993 — 1995
M.B.A., Entrepreneurship, technology, marketing and finance
University of California, Los Angeles - School of Law 1981 — 1984
J.D., Business planning, tax planning, estate planning and copyright
Grinnell College 1975 — 1979
A.B. with Honors, Physiological Psychology, Anthropology
Deerfield High School 1971 — 1975
High School Diploma
KQE Consulting September 2009 - Present
KQE Photography LLC May 2003 - September 2009
E*TRADE Financial 2003 - 2004
Knowledge Point Marketing 2001 - 2003
Sabbatical 1999 - 2001
Microsoft 1991 - 1998
Apple Computer 1985 - 1991
BusinessLand 1987 - 1987
J. Walter Thompson 1983 - 1984
Kransco (Whamo, Morey Boogie, other) 1981 - 1983
Skills
Marketing Communications, Advertising, Public Relations, Restructuring, P&L Responsibility, Pricing, Entrepreneurship, Strategic Partnerships, Marketing Strategy, Cross-functional Team..., Product Marketing, Mergers, Mergers & Acquisitions, Product Management, P&L Management, Strategic Planning, Direct Marketing, Start-ups, Marketing, Product Development, Management, Creative Direction, New Business Development, Sales, Strategy, Market Planning
Education
Harvard Business School 1984 — 1986
MBA
Princeton University 1977 — 1981
BS
Verizon July 2013 - Present
Verizon Wireless September 2012 - June 2013
E*TRADE Financial August 2011 - August 2012
T-Mobile March 2011 - August 2011
Delta Air Lines August 2004 - June 2010
Skills
Data Warehousing, Business Intelligence, Teradata, ETL, Testing, Integration, Unix, Informatica, Project Management, Project Planning, MS Project, Project Estimation, Project Delivery
Education
Georgia State University - J. Mack Robinson College of Business 2003 — 2005
BBA, CIS
E*TRADE Financial June 2012 - Present
Walden Security December 2009 - June 2012
Sunsuites Investment August 2007 - December 2009
Shadow Security and Surveillance October 2002 - June 2007
Skills
Physical Security, Corporate Security, Security Audits, Security Management, Access Control, Self defense, Security Operations, Self Defense, Security Training, Private Investigations, Loss Prevention, Asset Protection, Protection, Internal Investigations, Investigation, Surveillance, Risk Assessment, Executive Protection, CCTV, Security Awareness, Enforcement, Counterterrorism, Fraud, Background Checks, Security
Education
Gwinnett Technical College
Computer and Information Systems Security/Information Assurance
University of Phoenix
Bachelor's Degree, Criminal Justice Administration
E*TRADE Financial September 2013 - Present
Griffin Networks LLC August 2010 - April 2013
NationVoice Communications LLC January 2011 - May 2011
Geek Squad – Best Buy July 2008 - August 2009
Walton County Board of Education March 2007 - January 2009
Mainstream Gaming April 2006 - April 2007
Skills
Windows, HTML, Operating Systems, Linux, Apache, R1Soft Backups, ConfigServer Firewall, IPTables, SSH, Shell Scripting, SolusVM, PHP, MySQL, cPanel, Servers, System Administration, CentOS, Databases, Hardware, Technical Support, Software Installation, Security, Firewalls, Red Hat Linux, Linux System..., Subversion
Education
Gwinnett Technical College 2011 — 2013
Certificate, Linux Systems Administrator
E*TRADE Financial Corporation March 2015 - Present
E*TRADE Financial May 2013 - March 2015
Frontline Performance Group December 2012 - May 2013
Education
Georgia State University - J. Mack Robinson College of Business 2006 — 2012
Bachelor of Business Administration (BBA), Managerial Science
Wear, Howell, Strickland, Quinn & Law October 2013 - Present
Moore Colson January 2013 - September 2013
Allstate Financial March 2009 - April 2010
E*TRADE Financial February 2006 - March 2009
Ameriprise Financial Services, Inc. February 2005 - November 2005
Tennessee Valley Recycling October 2002 - January 2005
Skills
Investments, Life Insurance, Retirement Planning, Financial Advisory, Wealth Management, US GAAP, Tax, Carpentry, Automotive, Home Repairs, Metals Recycling, Lightning Protection
Education
University of Alabama 2000 — 2002
Bachelor of Business Administration (BBA), Finance, Investment Management
Georgia State University 2010 — 2011
Post Baccalaureate, Accounting, 3.23
Keller Graduate School of Management of DeVry University 2011 — 2012
Masters level studies in Accounting
Equifax January 2013 - Present
ATT June 2011 - January 2013
Cox Communications December 2005 - June 2011
E*TRADE Financial September 1999 - December 2005
Milner Document Products September 1992 - September 1999
NYNEX Business Information Systems Company May 1989 - September 1992
Skills
SAN, Storage Area Networks, Storage, Solaris, Disaster Recovery, Virtualization, NAS, NetApp, Data Center, High Availability, Brocade, EMC Storage, Servers, Cluster, Netbackup, Cisco Technologies, Replication, Sun, HP, Fibre Channel, Clariion, Business Continuity, HDS, Unix
Education
Georgia State University 1992 — 1995
Bachelor of Science (BS), Business Administration
Georgia State University 1992 — 1995
Master of Science (MS), Information Technology
Yahoo November 2013 - Present
E*TRADE Financial July 2013 - November 2013
E*TRADE Financial August 2011 - July 2013
Broadcom May 2011 - July 2011
Sybase January 2011 - May 2011
BISAG January 2009 - May 2009
Skills
Core Java, C++, C, RMI, Socket Programming, HTML, JavaScript, XML, PHP, MySQL, Servlets, SVN, Java, JPA, Hibernate, Software Development, Foosball
Education
San Jose State University 2010 — 2011
Masters, Computer Engineering
Gujarat University 2005 — 2009
B.E., Computer Engineering
E*TRADE Financial February 1999 - Present
Press Ganey Associates February 1997 - February 1998
State Representative Kay Khan June 1996 - February 1997
Skills
Bloomberg Terminal, Options, Excel, Series 7, Series 63, Securities, Mutual Funds, Equities, Investments, Portfolio Management, Wealth Management, Trading, Fixed Income, Bloomberg, Series 24, Derivatives, Asset Allocation, Financial Markets, Asset Managment, Equity Trading, Bonds, Microsoft Excel, Financial Modeling, Stocks, Financial Services, Alternative Investments, Uniform Combined State..., FINRA, Investment Advisory, ETFs, Capital Markets, Retirement Planning, Asset Management, Strategic Financial..., Retirement, Relationship Management
Education
Georgia State University - J. Mack Robinson College of Business 2005 — 2010
MBA, Finance
University of Vermont 1992 — 1996
BA, Political Science
Rivers School
Rivers School
Wells Fargo September 2012 - March 2015
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas January 2009 - August 2012
HUD March 2007 - December 2008
Fannie Mae September 2005 - March 2006
BearingPoint June 2005 - August 2005
E*TRADE Financial July 2004 - February 2005
Holloway & Co. March 2004 - July 2004
Skills
Internal Controls, Sarbanes-Oxley Act, Internal Audit, Managerial Finance, Leadership, Quality Assurance, Business Process, Finance, Auditing, Analysis, Change Management, Test Automation, Software Quality..., Account Reconciliation, Process Improvement, Financial Statements, General Ledger, SEC filings, Accounts Receivable, GAAP, Variance Analysis, SDLC
Education
Georgia Southern University - College of Business Administration 1995 — 1997
BBA, Finance
Spartanburg Methodist College 1993 — 1995
AA, Business Administration
NCR Corporation March 2015 - Present
NCR Corporation April 2014 - March 2015
NCR Corporation May 2012 - April 2014
Scientific Games May 2008 - March 2012
E*TRADE Financial October 2006 - May 2008
Transpacific IP Group Limited January 2005 - October 2006
Citi January 2004 - December 2004
Scottrade January 2001 - January 2004
Skills
Selling, Business Strategy, CRM, Consultative Selling, International Sales, Generating Revenue, Relationship Management, Solution Selling, Channel Sales, Direct Sales, Inside Sales, Outside Sales, Cross Selling, Sales Management, Account Management, Sales Process, Enterprise Solutions, Complex Sales, Revenue Forecasting, Territory Planning, Territory Analysis, Business Planning, New Business Development, Salesforce.com, Report Generation, Microsoft Office, Database Development, Project Planning, Project Implementation, Project Delivery, Project Execution, Government Relations, Enterprise Software, Sales Operations, Leadership, Sales, P&L Management, Project Management
Education
Georgia State University - J. Mack Robinson College of Business
Bachelor of Business Administration (BBA), Finance
E*TRADE Financial May 2013 - Present
Global Aviation Holdings January 2013 - March 2013
Norfolk Southern March 2008 - July 2012
Bank of America September 2006 - March 2008
Skills
Leadership, Accounting, Management, Customer Service, Microsoft Office, Team Leadership, Negotiation, Accounts Receivable, Finance, Outlook, Data Entry, Analysis, Program Management
Education
University of West Georgia 2008 — 2010
Masters, MBA
Georgia State University - J. Mack Robinson College of Business 2002 — 2006
BA, Marketing
The Coca-Cola Company April 2014 - Present
National Association of Black Accountants (NABA) June 2015 - Present
Preparing Now for the Future June 2013 - Present
Recall December 2011 - March 2014
E*TRADE Financial May 2011 - July 2011
Best Buy January 2010 - July 2011
Credit Union of Atlanta June 2010 - May 2011
Skills
Business Strategy, Forecasting, Financial Analysis, Investments, Customer Service, Process Improvement, Sales, Leadership, Risk Management, Accounting, Sales Operations, Management, Training, Microsoft Excel, Analysis, Account Management, Access, Business Analysis
Education
Georgia State University - J. Mack Robinson College of Business 2009 — 2011
Bachelors, Finance
Valdosta State University 2006 — 2009
Bachelor's degree, Finance, General
Morgan Stanley January 2015 - Present
First And Citizens Bank August 2014 - November 2014
Merrill Lynch August 2012 - July 2014
E*TRADE Financial October 2011 - May 2012
Skills
Finance, Sales, Series 7, Mutual Funds, Marketing, Customer Service, Microsoft Excel, Banking, Series 63, Financial Analysis
Education
Georgia State University 2008 — 2010
BBA, Finance, Marketing
Berkmar High School
university of georgia
Liberty Mutual Insurance May 2014 - Present
The Rockford Group July 2012 - April 2014
E*TRADE Financial February 2011 - July 2012
TIAA-CREF June 2006 - November 2009
TIAA-CREF October 2005 - June 2006
E*TRADE January 2005 - October 2005
Charles Schwab 1999 - 2004
Charles Schwab & Co. Inc. 1997 - 1999
Charles Schwab & Co., Inc. April 1995 - April 1997
Skills
Consultative Sales..., Coaching, Relationship Selling..., Leadership Development, Sales Pipeline..., Building High..., Leadership -..., Recruiting and Retention, Product Development, Product Marketing, Sales Training, Sales Strategy, Sales Leadershipo, Sales Management, Sales Operations, Project Management, Cross Selling, Investments, Real Estate, New Business Development, Key Account Management, Territory Startup &..., Expert relationship..., Key Account Acquisition..., C Level Selling, Strategic Prospecting, Sales Management..., Enterprise Solution..., Software Sales..., Executive-Level..., Software Project..., Territory..., Lean Events, salesforece.com, CRM, Public Speaking, Program Facilitation, Legal Aspects of..., Cross-functional Team..., Mentoring New Hires, Making Meetings Work, Motivating Others, Setting Performance..., Build Strong Teams, Building Strong..., Essential Interviewing..., Multi Tasking, Delegating For Results, Selling Skills, Sales
Education
Georgia State University - J. Mack Robinson College of Business 1979 — 1983
BBA Finance, Finance & Economics
The Lovett High School
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
AIG Advisor Group April 2015 - Present
Infosys McCamish Systems April 2014 - April 2015
Infosys McCamish Systems June 2012 - April 2014
Direct General Insurance December 2010 - June 2012
US Census Bureau 2009 - 2009
Citi Smith Barney November 2006 - December 2008
Stanford Group Company June 2006 - August 2006
Etrade Financial 2004 - 2006
AXA Advisors October 2003 - March 2004
TD Waterhouse 1996 - 2003
Skills
Life & Health Licenses, Series 65, RIAs, Portfolio Management, Financial Services, Series 7, Finance, Insurance, FINRA, Investment Management, Certified Financial..., Management, Leadership, Series 63, Retirement Planning, Wealth Management, Strategic Financial..., Securities, Banking, Strategic Planning, Mutual Funds, Investments, Asset Management, Financial Planning, Fixed Annuities, Fixed Income
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2010
MS, Personal Financial Planning
Mercer University - Stetson School of Business and Economics 2003 — 2005
MBA, Business
Morehouse College 1990 — 1995
BA, Business
Stratford Senior High 1986 — 1990
H.S. Diploma
Georgia Air National Guard 116th Air Control Wing March 2015 - Present
Georgia Air National Guard 165th Airlift Wing July 2013 - February 2015
E*TRADE Financial May 2013 - November 2013
U.S. Army Reserve June 2006 - July 2013
Northwestern Mutual January 2012 - July 2012
U.S, Army March 2003 - May 2006
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Teamwork
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services, GPA: 3.6
Samsung Electronics November 2012 - Present
ETRADE Financial September 2010 - September 2012
State Farm Insurance September 2009 - September 2010
Merrill Lynch May 2007 - August 2009
Computer Connections, LLC March 1998 - August 2007
Skills
Financial Modeling, Financial Reporting, Forecasting, Corporate Finance, Microsoft Office, Series 7, Human Resources, Salesforce.com, Leadership Development, Executive Reporting, Product Management, Hyperion Enterprise, HR Consulting, Financial Audits, Equity Research, Cloud Computing, IT Strategy, Ad Hoc Reporting, Workshop Facilitation, Vlookup, Compensation & Benefit, Employee Stock Options, Oracle E-Business Suite, Crystal Reports, Securities Regulation, Stock Compensation, C++, Technical Analysis, Retirement Plan..., Quantitative Finance, Derivatives Trading, Expense Reports, SAP CRM, Statistical Reporting, Financial Management..., Client Counseling, Outsourcing Management, Charitable Trusts, Management, CEP, Sustainability..., Leadership, Finance, Financial Analysis, Statistical Modeling, Project Management, Supply Chain Management, Supply Chain..., Logistics Management, SAP ERP
Education
Georgia Southern University - College of Business Administration
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Santa Clara University 2011 — 2013
CEP Designation, Human Resources Management and Services
211 Orange County December 2012 - September 2013
Latino Health Access July 2011 - June 2012
U.S. Congress July 2007 - February 2010
E*TRADE Financial November 2004 - April 2007
City of Baldwin Park July 2002 - May 2004
City of Montebello October 1993 - July 2002
Los Angeles Community Design Center January 1993 - January 1994
Skills
Policy, Strategy, Employee Training, Nonprofits, Non-profits, Community Development, Program Management, Economic Development, Leadership, Public Relations, Grants, Streets, Media Relations, Training, Government, Leadership Development, Public Speaking, Affordable Housing, Management, Staff Development, Budgets, International Relations, Public Policy, Fundraising, Community Outreach, Policy Analysis, Volunteer Management
Education
Harvard University Kennedy School of Government 2000 — 2001
Masters, Public Administration
Harvard University
Master, Public Administration; Leadership
University of La Verne
Bachelor of Science, Business Administration
Asbury Automotive Group September 2015 - Present
Deloitte April 2015 - September 2015
Asbury Automotive Group July 2014 - April 2015
Asbury Automotive Group June 2012 - June 2014
Asbury Automotive Group August 2011 - May 2012
Asbury Automotive Group June 2011 - August 2011
Johnson Industries May 2011 - May 2011
ETRADE Financial July 2009 - October 2009
RBC Bank November 2007 - July 2009
Skills
Finance, Payroll, Hyperion Enterprise, Customer Service, Process Improvement, Training, Accounting, Accounts Payable, Microsoft Office, SQL, QlikView Development, Cognos, Microsoft Excel, PowerPoint, Microsoft Word, ImageNow, VBA, HFM, HRIS, Financial Reporting, Financial Analysis, Financial Modeling, QlikView, Marketing, Project Management, Microsoft SQL Server, Leadership, Access, InfoPath, SharePoint, Nintex
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2011
Bachelor of Business Administration, Finance Minor Economics
Motivational Engineers May 2015 - Present
Intuit February 2012 - April 2015
E*TRADE FINANCIAL June 2000 - January 2012
Xerox PARC 1997 - 1998
BBN Technologies 1993 - 1994
It's Alive! Multimedia group 1989 - 1993
Skills
Statistics, User Research, Experimental Psychology, Behavioral Finance, Human Computer..., User-centered Design, Usability Testing, User Experience, Ethnography, Quantitative Research, Qualitative Research, Interaction Design, Analytics, Usability Engineering, Information Architecture, Contextual Inquiry, Heuristic Evaluation, User Interface Design, Usability, Product Design, Data Analysis, Survey Design, Agile Methodologies, Persona
Education
Stanford University 1994 — 2000
Ph.D, Psychology
Harvard University Graduate School of Education 1992 — 1994
Master of Arts (M.A.), Developmental Psych
Northwestern University
Bachelor's degree, Philosophy of Science
Rockhurst High School
SunTrust Investment Services, Inc. March 2015 - Present
E*TRADE Financial August 2013 - Present
E*TRADE Financial October 2012 - August 2013
SunTrust Bank May 2012 - October 2012
Waste Management August 2011 - February 2012
Skills
Microsoft Excel, Microsoft Word, Retail Banking, Microsoft Office, Banking, Series 7, Salesforce.com, Series 63, English, Corporate Finance, Life Insurance, Spanish, Brokerage, Licensed Life Insurance..., Series 65
Education
Georgia State University 2007 — 2011
Bachelor's degree, Finance, General, 3.31
Georgia State University - J. Mack Robinson College of Business 2007 — 2011
Bachelor’s Degree, Bachelors of Business Administration, 3.31
E*TRADE Financial February 2014 - Present
Suntrust Banks Inc. 2004 - 2013
Metro Information Services 1999 - 2002
Bank of America 1994 - 1999
Skills
Project Management, Risk Management, Strategic Planning, Product Management, Negotiation, Sales, Business Intelligence, Business Analysis, Vendor Management, Process Improvement, Leadership, Relationship Management, Project Planning, Microsoft Office, Data Warehousing, Data analy, Reporting & Analysis, Integration, Analytics, CRM, Strategy, Team Leadership, Requirements Analysis, Enterprise Software, Banking, Program Management, Start-ups, Management, Cross-functional Team..., Product Marketing, Portfolio Management, Analysis, Financial Services, SDLC
Education
Harvard University 1992 — 1993
Special studies in Management
Keene State College 1982 — 1986
B.S., International Business
Burr and Burton Academy
Professional Development
Silicon Valley Bank 2005 - 2013
E*TRADE Financial 2004 - 2005
Stackpole Consulting Group 2001 - 2004
UNX 2000 - 2001
Charles Schwab 1997 - 2000
Fidelity Investments 1993 - 1997
Mercer Management Consulting (now Oliver Wyman) 1988 - 1991
Skills
Marketing Strategy, Segmentation, Performance Based..., Market Research, Product Management, Start-ups, Marketing Communications, Product Marketing, Lead Generation, CRM, Market Segmentation, Big Data Analytics, Digital Marketing, Go-to-market Strategy, Integrated Marketing, Financial Services, Cross-functional Team..., Client Experience, Market Analysis, Business Strategy, Strategic Planning, Change Management, Public Speaking, Competitive Analysis, Product Development, Marketing, Market Intelligence, Thought Leadership, Content Strategy, Social Media, Customer Acquisition, Direct Marketing, marketing technology, Branding & Identity, Content Marketing, Leadership, Strategy, Enterprise Software, Multi-channel Marketing, Management, Analytics, Demand Generation, Analysis, Competitive Intelligence, Customer Retention, B2B Marketing, Business Transformation, Customer Engagement, Business Development, Growth Hacking
Education
The Tuck School of Business at Dartmouth
MBA, Marketing and Strategy
Harvard University
Bachelor's Degree, Cum Laude, Social Studies
TaskLab, LLC April 2013 - Present
Self Employed January 2007 - April 2013
E*TRADE Financial January 2005 - January 2007
Education
Georgia State University 2000 — 2003
Bachelor of Business Administration (BBA), Accounting and Finance
University of Cincinnati College Conservatory of Music 1996 — 2000
Bachelor of Arts (BA), Piano
E*TRADE Financial February 2014 - Present
EarthLink Business June 2013 - January 2014
The Intercontinental Exchange January 2011 - February 2013
IntercontinentalExchange, Inc. March 2010 - December 2010
Seaside Asset Management January 2008 - November 2009
Gainsborough Capital July 2007 - December 2007
Teton Investment Partners June 2006 - May 2007
Homrich & Berg October 2005 - May 2006
Skills
Options, Equities, Bloomberg, Trading Systems, Hedge Funds, Financial Modeling, Data Analysis, Business Analysis, Derivatives, SQL, Linux, VBA, Python, Commodity, Electronic Trading, Quantitative Finance, Finance, FX Options, Trading, Visio, Requirements Analysis, Financial Risk, Financial Services, Microsoft Excel, Financial Markets, Fixed Income, Market Data, R, Toad, Varicent, Regulation T, Functional Requirements
Education
Georgia State University 2003 — 2006
BBA, Finance
North Georgia College and State University 2001 — 2003
FDIC March 2011 - Present
ACFE 2012 - 2012
Union Bank January 2011 - March 2011
FDIC October 2009 - May 2010
Northern Trust 2005 - 2009
Capital One 2003 - 2005
AXA Equitable 2002 - 2003
E*TRADE Financial 1998 - 2001
Charles Schwab 1997 - 1998
FINRA 1987 - 1997
Skills
AML, Risk Management, Financial Risk, Due Diligence, Internal Controls, Banking, Auditing, Project Management, Enterprise Risk..., Internal Audit, Operational Risk..., Risk Assessment, Asset Managment, Sarbanes-Oxley Act, Financial Analysis, Financial Services, Fraud, Loans
Education
American Bankers Association (ABA) National Compliance School 2004 — 2004
Golden Gate University 1992 — 1994
MBA, Corporate Finance
University of Colorado Boulder - Leeds School of Business 1983 — 1986
BS, Corporate Finance
Palo Alto High School 1976 — 1980
GE
IntercontinentalExchange, Inc. December 2013 - Present
E*TRADE Financial April 2013 - December 2013
E*TRADE Financial December 2011 - March 2013
Skills
Series 7, Financial Analysis, Series 63, Banking, Economics, Microsoft Excel
Education
Kennesaw State University - Michael J. Coles College of Business 2015 — 2016
Master of Business Administration (M.B.A.)
Georgia State University - J. Mack Robinson College of Business 2006 — 2010
BBA, Finance (2009), Marketing (2010)
Internap January 2013 - Present
Merlinos & Associates, Inc. July 2010 - July 2012
E*TRADE Financial August 2008 - July 2010
Gwinnett County August 2007 - May 2008
Eckerd Drugs October 2005 - August 2007
Skills
Excel, Mathematics, Telephone Skills, Statistics, Actuarial, PowerPoint, Word, Access, Data Analysis, Outlook, Problem Solving, Customer Relations, Microsoft Office, Customer Service, Teaching, Actuarial Science, Teamwork, Process Improvement, Microsoft Word, Microsoft Excel, Calculus, Reinsurance
Education
Georgia State University 2004 — 2007
Bachaloers, Mathematics
E*TRADE Financial 2005 - Present
E*Trade Financial October 2005 - September 2010
Earthlink November 1999 - August 2005
Skills
Series 7, Call Center, Series 24, Series 4, Series 63
Education
University of Texas at Arlington 1998 — 2002
Georgia State University
E*TRADE Financial Corporation March 2015 - Present
E*TRADE Financial Corporation January 2013 - Present
Georgia Gymnastics Judges Association 2008 - Present
E*TRADE Financial May 2011 - March 2015
Johns Creek Chamber of Commerce January 2010 - December 2011
Young Professionals of Johns Creek October 2009 - December 2011
Financial Partners of Johns Creek May 2009 - May 2011
Ameriprise Financial Services, Inc. December 2007 - May 2009
Georgia Gymnastics Academy 2000 - 2005
Skills
Strategic Financial..., Portfolio Management, Project Planning, Employee Benefits, Research, Personal Finance, Estate Planning, Financial Analysis, 401k, Strategic Planning, Small Business, Leadership
Education
The American College 2010 — 2012
Certified Financial Planning, Financial Planning and Services
Georgia State University 2000 — 2005
Bach., Business
The Brenn-White Group 2010 - Present
Hessen Universities Consortium July 2007 - July 2010
Parsons School of Design 2006 - 2007
German Academic Exchange Service (DAAD) August 2004 - July 2006
German Academic Exchange Service (DAAD) November 2003 - July 2004
E*TRADE Financial November 2001 - October 2002
Bosch Foundation August 2001 - June 2002
Bolt.com January 2000 - February 2001
iAgora.com June 1997 - January 2000
Skills
International Education, Higher Education, Social Networking, Non-profits, Writing, Editing, Translation, Internet Strategy, German, Online Marketing, Marketing Strategy, Marketing Communications, Market Research, Copywriting, Consultancy, Content Strategy, Content Development, College Recruiting, Graduate Recruitment, Student Recruitment, Strategic Partnerships, Marketing, Website Localization, Intercultural..., International Relations, Nonprofits, Research, Program Management, Student Recruiting, Leadership, Public Speaking, English, Management, French, Qualitative Research, Blogging, Strategy, Newsletters, CRM, Strategic Communications, International Marketing, Publications, Editorial, Entrepreneurship, Business Strategy, Integrated Marketing, Corporate Communications, Internal Communications, Foreign Languages, Social Media
Education
The London School of Economics and Political Science (LSE) 1997 — 1998
M.Sc., European Studies
Harvard University 1994 — 1996
BA, Government
Tufts University 1992 — 1994
International Relations
Aspen High School 1990 — 1992
Clemson University August 2014 - Present
ADP September 2012 - July 2014
E*TRADE Financial February 2009 - August 2012
E*Trade Financial February 2007 - February 2009
Accenture HR Services January 2006 - January 2007
Stock and Option Solutions January 2005 - January 2006
The Coca-Cola Company 1995 - 2004
The Joey Reiman Agency July 1994 - 1995
Travel Power June 1991 - June 1994
Skills
Executive Pay, Incentive Programs, Deferred Compensation, Performance Management, Process Improvement, HRIS, Management Consulting, Change Management, Consulting, Organizational Design, Project Management, Vendor Management, Outsourcing, ERP, Leadership, Mergers & Acquisitions, Human Resources, Employee Benefits, Succession Planning, Benefits Administration, Business Process, Business Strategy, Cross-functional Team..., Personnel Management, Program Management, PeopleSoft, Product Management, Onboarding, Project Planning, Business Development, Global Compensation, Compensation & Benefits..., Compensation Strategies, Executive Compensation..., Sales Compensation, Compensation Structures, Job Analysis, Benchmarking, Recognition Awards, Retention Strategies, High Potential Programs, Proxy Statements, Financial Analysis, Statistical Data..., Section 16, SOX Compliancy, Global Mobility, MS Project, Microsoft Office, MS Excel Pivot Tables
Education
Georgia State University 1997 — 2000
MBA, Management
University of Georgia - Terry College of Business 1987 — 1991
BBA, Risk Management Insurance/Estate Management
Milton High School 1982 — 1987
Redis Labs September 2015 - Present
Imperva March 2009 - Present
Silverpop August 2006 - March 2009
E*Trade Financial August 1999 - July 2006
Skills
Security, Data Center, Disaster Recovery, Network Security, SDLC, Cloud Computing, Unix, Firewalls, Agile Methodologies, Business Continuity, Databases, SaaS, Enterprise Software, Information Security, Product Management, Product Marketing, Salesforce.com, PCI DSS, Linux, Virtualization, Data Security, ITIL, CRM, Information Technology, VMware ESX, VMware Infrastructure, Redis, NoSQL, Big Data, Big Data Analytics
Education
Georgia State University 2001 — 2004
MBA
LaGrange College 1995 — 1999
BBA
University of West London 1997 — 1997
Okta, Inc. July 2015 - Present
MobileIron October 2013 - July 2015
MobileIron September 2012 - September 2013
Blue Coat Systems August 2011 - August 2012
Deloitte Consulting December 2010 - August 2011
Apple January 2009 - December 2010
Apple Inc. December 2004 - December 2008
Apple August 1999 - December 2004
E*TRADE Financial April 1997 - August 1999
Law Practice September 1996 - March 1997
Skills
Human Resources, Management, Executive Pay, Deferred Compensation, Equities, Employee Benefits, Variable Pay Design, Sales Compensation, Employee Relations, IPO, Performance Management, Mergers & Acquisitions, Leadership, Compensation & Benefits, Talent Management, Vendor Management, Compensation, Onboarding, Strategy, Program Management, Process Improvement
Education
Golden Gate University
Master of Business Administration (M.B.A.)
Santa Clara University School of Law
Doctor of Law (JD)
The George Washington University
Bachelor of Arts (B.A.)
LexisNexis Risk Solutions September 2013 - Present
LexisNexis September 2009 - Present
C3G Wednesday Women's Networking Group January 2009 - September 2009
Spherion December 2004 - December 2008
Spherion January 2001 - December 2004
E*TRADE Financial May 1999 - January 2001
Norrell 1995 - 1999
Norrell Services, Inc. 1995 - 1999
Skills
Needs Analysis, Learning Management..., Workshop Facilitation, Leadership, Training, Vendor Relationships, Budgets, Project Planning, Vendor Management, Executive Coaching, Recruiting, Talent Management, Team Leadership, Talent Acquisition, Coaching, Team Building, Onboarding, Analysis, Management, Employee Relations, Training Delivery, Human Resources, Organizational..., Change Management, Performance Management, Strategic Planning, Business Development, Succession Planning, Career Development, Workforce Planning, Employee Engagement, Interviews, Employee Training, PeopleSoft, Leadership Development, Applicant Tracking...
Education
Georgia State University
Primerica 2012 - Present
TSYS 2008 - 2012
CDC Software February 2007 - September 2008
The Home Depot 2006 - 2007
E*Trade Financial April 2005 - August 2006
Smith Barney 2002 - 2005
Skills
Project Management, Efficient Microsoft..., Equity Edge, BNY Mellon Automated..., ADP, Ultipro, Sapphire, Vendor Management, Process Improvement, Cross-functional Team..., Benefits Administration, Executive Pay, Deferred Compensation, Financial Services, Proxy, 10b5-1 Plans, Transfer Agency, Implementation..., RFP Design, Supervising Others, Equities, Human Resources, HRIS, Relationship Management, Incentive Programs, Compensation, Management, Leadership, Employee Benefits, Talent Management, Payroll, Program Management
Education
Georgia Southern University
Bachelor's of Business Administration
FPA of Georgia (Financial Planning Association of Georgia) 2015 - Present
Jon Baker Financial Group September 2014 - Present
E*TRADE Financial June 2013 - September 2014
Bryan Cave August 2005 - June 2013
H&R Block August 2007 - August 2009
Skills
Series 7, Series 63, Series 65, Customer Service, Detail-oriented, Teamwork, Problem Solving, Communication Skills, Time Management, Easily Adaptable, Handle Confidential..., Working Independently, CRM, Data Analysis, Public Speaking, Microsoft Excel, Analysis, Research, Microsoft Office, Editing, Networking, Conflict Analysis, Proofreading, Risk Management, PowerPoint, Social Media, Microsoft Word, Microsoft PowerPoint, Resume Review, Writing, Bloomberg Terminal, Conflict Resolution
Education
Georgia State University - J. Mack Robinson College of Business 2009 — 2012
Master of Business Administration (M.B.A.), Personal Financial Planning (PFP)
Mercer University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Management & Technical Communication
Mercer University 2001 — 2005
Second Major/Non-Degree, English
E*TRADE Financial Corporation August 2014 - Present
E*Trade March 2003 - Present
Etrade Financial 2003 - Present
Skills
Linux, Virtualization, Agile Methodologies, Apache, AIX, Business Continuity, Cloud Computing, Computer Hardware, DNS, Data Center, Disaster Recovery, Employee Training, Enterprise Architecture, Enterprise Software, High Availability, Linux System..., Mentoring, Red Hat Linux, Perl, Python, SAN, SQL, Server Architecture, Servers, Shell Scripting, Software Development, Solaris, System Administration, System Architecture, Tomcat, Unix, Unix Shell Scripting, VMware, VMware ESX, Windows Server
Education
Georgia State University 1996 — 1998
Decision Science
CSC - FDIC January 2015 - Present
FDIC April 2013 - April 2014
E*TRADE Financial June 2008 - March 2013
Manila Inc - United States Department of Labor August 2004 - May 2008
Cessi/DOL June 1999 - August 2004
RTEK2000 1999 - 2000
Cessi/USDA February 1999 - July 1999
SETA March 1998 - February 1999
Skills
Disaster Recovery, Active Directory, Two-factor..., VMware, Windows Server, Virtualization, VDI, DNS, Citrix Metaframe, Servers, Application..., Software Documentation, Citrix, Operating Systems, Technical Support
Education
University of Maryland Baltimore County 1996 — 2002
BS IFSM, Information Systems Management
Goucher College 1995 — 1996
Biology/Pre-Med, Science
Pikesville High
Merrill Lynch May 2013 - Present
Parnaby Financial Associates January 2012 - May 2013
Morgan Stanley Smith Barney April 2005 - January 2012
E*TRADE Financial January 2000 - April 2005
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2012
Master of Business Administration (MBA), Leadership and Organizational Management, 3.89
Georgia State University - J. Mack Robinson College of Business 1998 — 1999
Bachelor of Business Administration (B.B.A.), Finance, 3.28
Samford University 1991 — 1995
Bachelor of Arts (B.A.), Psychology
Wells Fargo February 2014 - Present
Visa November 2011 - February 2014
Visa January 2007 - November 2011
E*TRADE Financial October 1999 - April 2004
VBP Consulting, Inc. September 1995 - October 1999
Crawford & Company May 1990 - September 1995
Chevron May 1988 - May 1990
Skills
Data Mining, Data Warehousing, Strategic Planning, Business Intelligence, Competitive Analysis, Analytics, Cross-functional Team..., Vendor Management, Business Analysis, Data Analysis, Analysis, Credit Cards, Financial Services, Segmentation, Requirements Analysis, Process Improvement, Leadership, Predictive Analytics, SDLC, Business Development, Product Management, Management, Strategy, Start-ups, Product Development, CRM, Financial Analysis, Big Data, Automation, Contractors, Consulting, Consultants, Microsoft Office, Project Management, Outsourcing, PowerPoint, SQL, Microsoft SQL Server, Technical Writing, Visual Basic, Data Visualization, Web Development, Database Marketing, Integrated Marketing, Microstrategy, SAS, E-commerce, Strategic Partnerships, Payments, Hadoop
Education
Cloudera 2010 — 2010
Hadoop Developer Certification, Hadoop, HDFS, Hive
SAS Institute 2005 — 2005
SAS Advanced Certification, SAS
Gonzaga University - School of Business Administration 1995 — 1997
MBA with honors, Business Administration and Management, General
University of California, Berkeley - Walter A. Haas School of Business 1984 — 1988
B.S. in Business Administration/ Finance, with honors, Finance, General
St J Auto April 2011 - Present
Diamond Diagnostics April 2008 - October 2009
Proces Sensors October 2006 - October 2007
ETRADE Financial 1998 - 2002
Skills
Sales, Account Management, Customer Service, Sales Management, Negotiation
Education
Georgia State University 1993 — 1996
LRUHS
E*TRADE Financial September 2006 - Present
The Committee to Elect Bill Brown June 2010 - November 2010
Strata USA November 2002 - September 2006
Skills
Marketing, Management, Project Management, Cross-functional Team..., Vendor Management, Marketing Management, Human Resources, Research, Sales Management, B2B, Business Strategy, Operations Management, Negotiation, Problem Solving, Sales Operations, Financial Services, Equities, Copywriting, Product Marketing, Proposal Services, Equity Compensation, Sales Support, Compensation..., Payroll Administration, Benefits Administration, Content Marketing, Content Management, Business Development, Business Management, Corporate Events, Meeting Planning, Copy Editing, Logistics Planning, Retail Management, Sourcing & Procurement
Education
Georgia State University 1998 — 2001
MA
University of Oxford 1997 — 1997
Other
Salem College 1994 — 1997
BA
East Central
Other
TIAA-CREF May 2015 - Present
Pinnacle Peak Financial LLC August 2013 - May 2015
E*TRADE Financial August 2009 - June 2013
USAA November 2001 - August 2009
Enterprise Rent-A-Car November 2000 - November 2001
Discover Financial Services August 1997 - November 2000
Skills
Strategic Financial..., Mutual Funds, Retirement Planning, Wealth Management, Insurance, Investments, Financial Services, Life Insurance, Financial Analysis, Risk Management, Banking, Retirement, Portfolio Management, Fixed Annuities, Process Improvement, Securities, Underwriting, Series 63, Financial Planners, Sales, Asset Managment, Financial Advisory, Employee Benefits, Series 7, Estate Planning, Asset Allocation, Fixed Income, Customer Service
Education
University of Phoenix 2004 — 2007
Bachelor of Arts, Marketing
Glendale Community College 1997 — 2004
Associate of Arts, General Studies
UBS Institutional Consulting Group December 2013 - Present
Medical College of Georgia at Georgia Regents University June 2009 - Present
UBS Financial Services, Inc. January 2009 - Present
UBS 2000 - Present
E*TRADE Financial July 1999 - March 2000
Education
The University of Georgia 1997 — 1999
University of Pennsylvania - The Wharton School 2013 — 2013
Certified Investment Management Analyst
Hampden-Sydney College 1995 — 1997
Liberal Arts
North Hall High School
Utopian Academy for the Arts May 2015 - Present
SunTrust Bank June 2013 - May 2015
E*TRADE Financial September 2012 - June 2013
Charter Schools Division, Department of Education 2011 - August 2012
Bill & Melinda Gates Foundation 2005 - 2010
ETRADE Financial 1998 - 2002
Bank of America 1997 - 1998
Skills
Portfolio Management, Asset Managment, Strategic Planning, Program Management, Investments, Finance, Business Analysis, Equities, Entrepreneurship, Research, Public Speaking, Business Strategy, Financial Analysis, Strategy
Education
Harvard University 2003 — 2004
Masters, Education Policy and Finance
Morehouse College 1988 — 1993
Bachelor's degree, Finance
E*TRADE Financial Corporation April 2015 - Present
E*TRADE Financial September 2003 - Present
Barton Protective Services February 2000 - September 2003
Skills
Physical Security, Corporate Security, Security Management, Security, Security Audits, Business Continuity, Vulnerability Assessment, Protection, Enforcement, Private Investigations, Crisis Management, Executive Protection, Information Security..., Security Training, Information Security, Risk Assessment, Access Control, Fraud, Security Operations, Security Awareness, Surveillance, Investigation
Education
Georgia Southern University
E*TRADE Financial August 2011 - Present
E*TRADE Financial September 2008 - August 2011
E-Trade Financial January 2008 - August 2011
E*TRADE Financial 2005 - 2008
E*TRADE Financial January 2000 - January 2005
American General Finance January 1998 - January 2000
Skills
Options, Equities, Stocks, Brokerage, Accounting, Series 7, Series 63, Securities, Mutual Funds, Financial Markets, Wealth Management, Portfolio Management, Investments, Financial Services, Asset Managment, Series 24, Equity Derivatives, Equity Trading, Electronic Trading, Derivatives, Investment Strategies, ETFs
Education
Georgia Southern University - College of Business Administration 1994 — 1998
BBA, Finance
Rockdale County High School 1990 — 1994
High School Diploma
Daugherty Business Solutions October 2013 - Present
E*TRADE Financial December 2011 - June 2013
AT&T February 2008 - November 2011
Beckman Coulter October 2007 - February 2008
Bank of America April 2006 - September 2007
Johnson & Johnson August 2005 - March 2006
Skills
Java Enterprise Edition, Web Services, Java, PL/SQL, Oracle, JSP, Agile Methodologies, Software Engineering, UML, AJAX, Testing, Databases, JDBC, Software Development, Integration, SDLC, Business Analysis
Education
Georgia State University 2003 — 2005
Master’s Degree, Computer Science, 3.5
Karachi University 1998 — 2001
Bachelor’s Degree, Computer Science, 3.1
Fidelity Investments May 2015 - Present
Fidelity Investments June 2014 - May 2015
E*TRADE Financial December 2013 - May 2014
E*TRADE Financial April 2012 - December 2013
E*TRADE Financial March 2011 - March 2012
E*TRADE Financial September 2009 - March 2011
E*TRADE Financial March 2007 - September 2009
Ameriprise Financial Inc February 2005 - March 2007
BDP International July 2004 - November 2004
Skills
Business Relationship..., Sales Management, Series 7, Series 9, Series 10, Series 24, Series 66, Investment Advisory, Financial Planning, Investments, Wealth Management, 401k
Education
Temple University - Fox School of Business and Management 2008 — 2011
M.B.A., Finance, 3.58
Gettysburg College 2000 — 2004
B.A., Economics, Minor in Spanish
E*TRADE Financial May 2000 - Present
Skills
Series 7, Series 63, Series 24, Product Management, Project Management, Management, Salesforce.com, Financial Services, Equity Trading, Trading Systems, Wealth Management, Securities, FINRA, Mutual Funds, Bloomberg, Business Analysis, Asset Allocation, Equities, Financial Markets, Risk Management, Electronic Trading, Strategic Financial..., Process Improvement
Education
Georgia State University - J. Mack Robinson College of Business
E*trade Financial November 2006 - August 2012
Smith Barney January 2005 - November 2006
E*TRADE SECURITIES, LLC May 2000 - December 2004
Tucker Federal Bank (Acquired by RBC) January 1997 - May 2000
TUCKER FEDERAL BANK January 1998 - January 2000
Skills
Series 7, Series 63, Equities, Securities, Financial Services, FINRA, Investments, Trading, Training, Equity Edge, Banking, Equity Research, Salesforce.com, Relationship Management, Portfolio Management, Stocks, Finance, Call Centers, Sales, Electronic Trading, Fixed Income, Bonds, CRM, Retirement Planning, Asset Allocation
Education
Georgia State University 1994 — 1999
B.S., Psychology
Xactly Corp January 2014 - Present
E*TRADE Financial June 2006 - January 2014
Health Net Inc 2005 - 2006
GIPL 2001 - 2004
Skills
Web Services, Java, Java Enterprise Edition, SQL, Hibernate, Oracle, Agile Methodologies, Databases, JDBC, PL/SQL, REST, SOA, Spring, Servlets, Struts, UML, Sun Certified Java..., Software Engineering, SOAP, Design Patterns, CXF
Education
University of Phoenix 2009 — 2010
Masters in Information Systems, Computer Engineering
Gujarat University 1996 — 1999
Bachelor of Commerce (B.Com.)
First Data Corporation June 2012 - Present
ETRADE Financial July 2009 - June 2012
CheckMyGear.com April 2006 - June 2009
Skills
SQL, Sybase, DB2, DB2/SQL, Microsoft Office, Russian, Business Analysis, Business Intelligence, Business Process, Business Objects, Call Center, Call Center Development, Citrix, Process Improvement, SharePoint, Analysis, Crystal Reports, Visio, Business Process..., Business Process Mapping, Change Management, Data Analysis, Requirements Gathering, Testing
Education
Georgia State University 2012 — 2015
MBA, MBA
Georgia State University
Economics and Sociology
SunTrust Investment Services, Inc. February 2011 - July 2014
Primerica Financial Services January 2008 - February 2011
Etrade Financial October 2006 - December 2007
Etrade Financial July 2003 - October 2006
TD Ameritrade March 2002 - July 2003
TD Ameritrade October 1999 - March 2002
Skills
Series 24, Series 7, Series 63, series 66
Education
Georgia State University 2009 — 2012
Bachelors degree, Psychology
Brooklyn Technical High School 1991 — 1995
Regents Diploma, Social Sciences
Tapjoy July 2014 - Present
Hotwire June 2011 - June 2014
E*TRADE Financial May 2009 - June 2011
Trimble 2004 - 2008
Gap Inc. 1999 - 2003
Skills
Recruiting, Onboarding, College Recruiting, Applicant Tracking..., Human Resources, Talent Management, Vendor Management, Employee Relations, Management, Talent Acquisition, Process Improvement, HRIS, Workforce Planning, Technical Recruiting, Performance Management, Salesforce.com, Temporary Placement, SaaS, Sourcing, Internet Recruiting, Executive Search, Time Management, PeopleSoft, Personnel Management, Program Management, Account Management, CRM, Team Building, Employee Benefits, Succession Planning, Strategy, Compensation & Benefit, Deferred Compensation, Benefits Administration, Taleo, Leadership, Contract Recruitment, Screening Resumes, Hiring, Benefits Negotiation, Employee Engagement, SDLC, HR Policies, Interviews, New Hire Orientations, Training
Education
Golden Gate University
E*TRADE Financial Corporation March 2015 - Present
E*TRADE Financial March 2010 - June 2015
E*TRADE Financial September 2006 - March 2010
Banc of America Investments April 1997 - September 2006
Skills
Equities, Series 7, Management, Portfolio Management, Banking, Project Management, Vendor Management, Customer Service, Process Improvement, Business Analysis, Relationship Management, Series 63, Sales, Financial Services
Education
Georgia State University
Bachelor of Science
E*TRADE Financial May 2009 - Present
Infor March 2008 - September 2008
Consumer Source, Inc. January 2003 - February 2008
Manpower March 2002 - October 2002
Kenda Systems February 2001 - February 2002
Manpower January 2000 - February 2001
Skills
Salesforce.com, Microsoft Excel, Outlook, Research, Bad Debt, Contract Management, Oracle Applications, Account Reconciliation, Customer Support, Customer Service, Lotus Notes
Education
Chattahoochee High School
Georgia Southern University
BA, Sociology
Georgia Southern University
BA, Spanish
22nd Century Technologies Inc. April 2013 - Present
Strategic Staffing Solutions November 2012 - April 2013
Signature Consultants July 2012 - October 2012
Barnes-Jewish Hospital June 2011 - July 2012
Strategic Staffing Solutions July 2010 - June 2011
E*TRADE Financial November 2008 - July 2010
Netpixel October 2007 - September 2008
Aurora Systems Group September 2004 - October 2007
Metlife February 1997 - April 2004
Skills
Software Development, Project Management, Management, SDLC, Business Analysis, Vendor Management, Process Improvement, IT Management, Disaster Recovery, Software Project..., SharePoint, Budgets, Software Documentation, COBOL, Enterprise Architecture, Visio, Project Planning, Project Engineering, Software Engineering, Technical Leadership, Project Delivery, IT Service Management, IT Strategy, IT Solutions, Strategic Planning, Applications..., Service Level Agreements, Cross-functional Team..., Team Management, Information Technology..., Requirements Analysis
Education
Grand Canyon University
Master of Business Administration (M.B.A.), 3.88
Grand Canyon University
Master of Science (M.S.), Organizational Leadership
Washington University in St. Louis
Bachelor of Science (B.S.), Computer Science
Capital One October 2014 - Present
NCR Corporation July 2013 - September 2014
NCR Corporation July 2010 - June 2013
E*TRADE Financial March 2006 - July 2010
Skills
Amazon Web Services..., Chef, Agile Methodologies, Java, Cloud Computing, Cloud Applications, Cloud Security, Scrum, ATMs, Technical Support, Management, Troubleshooting, Problem Solving, Computer Hardware, SQL, XP, VBScript, VBA, .NET, XML, Windows 7, Windows Server, Hyper-V, Software Project..., Batch Programming, XFS, Ruby
Education
Georgia State University - J. Mack Robinson College of Business
Computer Information Systems
E*TRADE Financial Corporation September 2015 - Present
E*TRADE Financial February 2014 - September 2015
E*TRADE Financial Corporation September 2013 - February 2014
YMCA September 2012 - September 2013
Geek Squad November 2010 - September 2012
Best Buy November 2007 - November 2010
Skills
Customer Service, Microsoft Excel, Retail, Sales, Windows, Team Building, Microsoft Office, Customer Satisfaction, Outlook, PowerPoint, Microsoft Word, Leadership, Social Media, Time Management, Finance, Financial Analysis
Education
Georgia State University - J. Mack Robinson College of Business
Bachelor's Degree, Finance
E*TRADE Financial 1982 - Present
Education
Stanford University 1964 — 1967
Mathematics Education, Computer Science, Economics
Harvard University 1960 — 1964
AB, Philosophy
EY July 2014 - Present
Georgia State University August 2013 - May 2014
EY June 2013 - August 2013
E*TRADE Financial February 2006 - July 2009
EarthLink 2001 - 2004
Skills
Accounting, Access, PowerPoint, Microsoft Excel, Microsoft Word, Data Entry, Critical Thinking, Access Control, Financial Accounting, Auditing, Business Analysis, Project Management, Data Analysis, Internal Audit, Sarbanes-Oxley Act, Financial Analysis, Microsoft Office
Education
Georgia State University - J. Mack Robinson College of Business 2013 — 2014
Master of Science (M.S.), Information Systems Audit and Control, 4.00
Georgia State University - J. Mack Robinson College of Business 2010 — 2013
Bachelor of Business Administration (B.B.A.), Accounting, 4.10
Henry Ford Community College 1995 — 1997
Associate of Science (A.S.), Computer Information Systems, 3.5
Voya Investment Management March 2014 - Present
ING Investment Management July 2011 - February 2014
ING Investment Management November 2010 - June 2011
ING Investment Management June 2010 - January 2011
E*TRADE Financial November 2008 - February 2009
JST Investments 1996 - 2008
State Farm Insurance 1998 - 1999
Georgia Air National Guard 1991 - 1997
Education
Georgia State University - J. Mack Robinson College of Business 2009 — 2011
MBA, Finance
Georgia State University 1994 — 1996
BBA, Finance
Wells Fargo Advisors October 2013 - Present
E*TRADE Financial December 2011 - October 2013
Travelex May 2009 - February 2012
Georgia State University January 2008 - May 2009
Georgia State Book Store July 2007 - January 2008
RadioShack November 2006 - June 2007
Skills
Equities, Banking, Financial Modeling, Financial Analysis, Finance, Valuation, Corporate Finance, Risk Management, Insurance, Series 63, Series 7, Accounting, Economics, Financial Reporting, Account Reconciliation, Management
Education
GEORGIA STATE UNIVERSITY, Robinson College of Business 2008 — 2011
Bachelor of Business Administration, Finance
Georgia State University 2006 — 2010
Finance, Finance, Accounting
Etrade Financial 2008 - Present
The Chase Manhattan Bank 1972 - 2006
JPMorgan Chase 1972 - 2006
JPMorgan Chase 1972 - 2005
Education
Hamilton College 1965 — 2009
BA, Spanish
Harvard Business School 1970 — 1972
MBA, Finance
Etrade Financial January 2009 - Present
Etrade Financial November 2007 - December 2008
Etrade Financial 2005 - November 2007
Tosco Corporaton March 2000 - November 2002
Skills
Financial Modeling, Asset Valuation, Securities, Financial Analysis, Project Management, Bank/Brokerage..., Business Strategy, Operations Management, Product Management, Derivatives, Product Life Cycle..., Margin Trading Rules, Functional Requirement..., Business Requirement..., Margin, Rules, Trading, Portfolio Management, Options, Valuation, FINRA, Risk Management, SDLC, Process Improvement, Series 7, Business Requirements, Vendor Management, Financial Markets, Investments, Business Intelligence, Business Analysis, Analysis, Finance, Financial Risk, Mergers & Acquisitions, Leadership, Financial Services, Investment Banking, Management, Equities, Banking, Analytics, Mutual Funds, Business Planning, Series 63, Relationship Management, Fixed Income, Wealth Management, Series 24
Education
Georgia State University - J. Mack Robinson College of Business 2009 — 2010
MBA, Finance and Risk Management
Georgia College and State University 2002 — 2004
Bachelor of Arts, Business Information Systems
IFACE 1997 — 1999
DUG, Management and Entrepreneurship
Wells Fargo Bank June 2013 - Present
Thomas Group Capital June 2007 - December 2009
E*TRADE Financial April 2006 - November 2006
Buckhead Real Estate Group December 2003 - December 2005
Coca Cola Parts August 2000 - December 2003
Education
Georgia Southern University 1992 — 1995
BBA, Finance Major
Frederick Douglass High
E*TRADE Financial Corporation October 2012 - Present
E*TRADE Financial November 2011 - October 2013
Best Bank August 2004 - July 2011
Best Bank May 2009 - May 2011
Skills
Budgets, Customer Service, Microsoft Office, Microsoft Excel, Strategic Planning, PowerPoint, Microsoft Word, Accounting, Public Speaking, Outlook, Research, English, Networking, Small Business, Negotiation, Entrepreneurship, Management, Windows, HTML, Budgeting, Query Analyzer, Compensation
Education
Georgia State University 2003 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Georgia State University 2002 — 2008
Bachelors of Arts, Accounting and Finance
PayPal November 2011 - Present
Ness Technologies September 2010 - October 2011
Etrade Financial March 2010 - August 2010
Deptt of correction 2007 - 2010
Alcatel May 2003 - January 2007
Skills
GSM, Agile Methodologies, Java Enterprise Edition, Oracle, Solution Architecture, SDLC, Requirements Analysis, Telecommunications, XML, Software Project..., Unix, Web Services, Integration, Pre-sales
Education
Guru Nanak Dev University 2000 — 2003
MCA, computers
Etrade Financial September 2010 - Present
Scudcrow Designs, LLC. July 2010 - Present
E*TRADE Financial 2011 - 2012
Skills
Perl, JavaScript, Eclipse, SOAP, jQuery, Java Enterprise Edition, PHP, Web Services, MySQL, Tomcat, Java, NetBeans, SQL, Hibernate
Education
The University of Georgia 2006 — 2009
Bachelor of Science, Computer Science
The University of Georgia 2002 — 2008
Bachelor of Science, Chemistry
Georgia State University 2002 — 2006
Bachelor of Science (BS), Computer Science
Riverdale High School 1998 — 2002
High School Diploma
Oldcastle January 2011 - Present
Oldcastle September 2006 - December 2010
APAC, Inc November 2002 - August 2006
Goldman Sachs May 2002 - September 2002
E*TRADE Financial October 2000 - May 2002
Education
Georgia State University
Master of Business Administration (MBA), Decision Science
University of Massachusetts, Amherst
Bachelor of Business Administration (BBA), Finance & Economics
AT&T 2012 - Present
Ensco plc 2006 - 2012
E*TRADE Financial 2000 - 2006
The Money Store 1996 - 1999
Coopers & Lybrand 1991 - 1996
Skills
Tax Research, Tax Accounting, Corporate Tax, Tax, Income Tax, Sarbanes-Oxley Act, CPA, Accounting, Financial Reporting, International Tax, Fixed Assets, Tax Preparation
Education
Golden Gate University
Masters in Taxation, Taxation
San Diego State University-California State University
Bachelor of Science, Accountancy
Deloitte June 2013 - Present
E*TRADE Financial August 2010 - March 2013
Guilford College January 2003 - May 2006
Skills
Banking Technologies, Security, SQL, Information Technology, Business Analysis, Testing, Requirements Analysis, Software Cost Estimation, Business Intelligence, IT Strategy
Education
University of North Carolina at Greensboro 2006 — 2009
Master's degree, Information Technology and management
Guilford College 2002 — 2006
Bachelor of Arts (B.A.), History/Political Science
E*TRADE Financial 2009 - 2013
E*TRADE Financial 2005 - 2013
E*TRADE Financial 2001 - 2005
AT&T 1996 - 2000
AT&T 1990 - 1996
Skills
Database Administration, Data Modeling, Data Analysis, Data Warehousing, Database Design
Education
Golden Gate University
Master's degree, Management Information Systems, General
E*TRADE Financial 2011 - 2013
Bank of the Ozarks 2009 - 2010
Unity National Bank 2007 - 2009
BB&T 2006 - 2007
Education
Georgia Southern University - College of Business Administration 2003 — 2006
Bachelor's of Business Administration in Management, GPA 3.02
Primerica November 2003 - Present
Infistar September 2002 - August 2003
E*TRADE Financial January 2001 - March 2002
Skills
Series 6, Series 26, Series 51, Investments, Management, Communication, Presentations, Customer Service, Microsoft Office
Education
Hampton University 2012 — 2016
BS, Business Management