E*TRADE Financial Corp
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: 1 (800) 387-2331 Headquarters: New York City, NY Subsidiaries: OptionsHouse, LLC, Founders: William A. Porter, Bernard A. Newcomb
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E*TRADE Financial Corp Employees
Employee
Years
Job
Industry
G. Schuyler Havens G. Schuyler Havens's E*TRADE Financial Corp Experience January 2005 - February 2007
Job Partner at F/VO
Industry Financial Services
Experience
F/VO February 2013 - Present
Columbia Pacific Advisors, LLC July 2011 - September 2013
KAPITALL 2010 - April 2011
CARTESIAN IRIS & IRIS REINSURANCE LTD October 2008 - November 2009
FREESTONE CAPITAL MANAGEMENT April 2007 - October 2008
E*TRADE FINANCIAL CORP January 2005 - February 2007
HOWARD CAPITAL MANAGEMENT July 2000 - January 2005
JPMorgan June 1995 - July 2000
Skills
Portfolio Management, Mergers & Acquisitions, Alternative Investments, Entrepreneurship, Strategy, Business Development, Mergers, Due Diligence, Asset Management, Venture Capital, Investments, Finance, Management, Capital Raising, Private Equity, Asset Managment, Mutual Funds, Risk Management, Securities
Education
Trinity College-Hartford 1991 — 1995
BA
Taft School
Taft School
The Taft School
F/VO February 2013 - Present
Columbia Pacific Advisors, LLC July 2011 - September 2013
KAPITALL 2010 - April 2011
CARTESIAN IRIS & IRIS REINSURANCE LTD October 2008 - November 2009
FREESTONE CAPITAL MANAGEMENT April 2007 - October 2008
E*TRADE FINANCIAL CORP January 2005 - February 2007
HOWARD CAPITAL MANAGEMENT July 2000 - January 2005
JPMorgan June 1995 - July 2000
Skills
Portfolio Management, Mergers & Acquisitions, Alternative Investments, Entrepreneurship, Strategy, Business Development, Mergers, Due Diligence, Asset Management, Venture Capital, Investments, Finance, Management, Capital Raising, Private Equity, Asset Managment, Mutual Funds, Risk Management, Securities
Education
Trinity College-Hartford 1991 — 1995
BA
Taft School
Taft School
The Taft School
Catherine Cathy Bertocci Catherine Cathy Bertocci's E*TRADE Financial Corp Experience March 2006 - March 2008
Job Real Estate | Sales Associate | Bergen County, NJ | Terrie O'Connor Realtors
Industry Financial Services
Experience
Terrie O'Connor Realtors May 2009 - Present
RF Ougheltree & Associates, LLC 2014 - 2015
Gilsenan and Company June 2000 - May 2009
E*Trade Financial Corp March 2006 - March 2008
Skills
Series 7, Financial Analysis, Investments, Customer Relations, Customer Service, Financial Services, NJ Insurance Producer..., NJ Real Estate..., Contract Negotiation, Sales, Residential Homes, Real Estate, Banking, Marketing, Selling, Investment Properties, Real Estate Transactions, Brokerage
Education
Smith College 1975 — 1979
Bachelor of Arts, Economics
Smith College
BA
Terrie O'Connor Realtors May 2009 - Present
RF Ougheltree & Associates, LLC 2014 - 2015
Gilsenan and Company June 2000 - May 2009
E*Trade Financial Corp March 2006 - March 2008
Skills
Series 7, Financial Analysis, Investments, Customer Relations, Customer Service, Financial Services, NJ Insurance Producer..., NJ Real Estate..., Contract Negotiation, Sales, Residential Homes, Real Estate, Banking, Marketing, Selling, Investment Properties, Real Estate Transactions, Brokerage
Education
Smith College 1975 — 1979
Bachelor of Arts, Economics
Smith College
BA
Brian Bernier's E*TRADE Financial Corp Experience November 2004 - June 2008
Job Manager at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2011 - Present
Private Client Group LLC June 2008 - November 2010
E*Trade Financial Corp November 2004 - June 2008
Oppenheimer & Company Inc September 2003 - November 2004
Northwestern Mutual March 2002 - September 2003
Northwestern Mutual Life March 2002 - September 2003
Datek Online November 1999 - June 2001
Skills
Asset Allocation, Equities, Finance, Insurance, Investments, Management, Mutual Funds, Process Improvement, Securities, Series 63, Series 7
Education
Montclair State University
B.A, Human Ecology
FLHS
Morgan Stanley Smith Barney January 2011 - Present
Private Client Group LLC June 2008 - November 2010
E*Trade Financial Corp November 2004 - June 2008
Oppenheimer & Company Inc September 2003 - November 2004
Northwestern Mutual March 2002 - September 2003
Northwestern Mutual Life March 2002 - September 2003
Datek Online November 1999 - June 2001
Skills
Asset Allocation, Equities, Finance, Insurance, Investments, Management, Mutual Funds, Process Improvement, Securities, Series 63, Series 7
Education
Montclair State University
B.A, Human Ecology
FLHS
Matthew Downing Matthew Downing's E*TRADE Financial Corp Experience March 2010 - July 2015
Job Financial Analyst at MUFG in the Americas
Industry Financial Services
Experience
MUFG in the Americas July 2015 - Present
E*TRADE Financial Corp March 2010 - July 2015
Alliant Insurance A Blackstone Group Company July 2005 - August 2009
Computershare April 2003 - May 2004
Wells Fargo September 2001 - November 2002
Charles Schwab 1998 - 1999
Skills
Forecasting, Financial Analysis, Corporate Finance, Financial Modeling, Finance, Risk Management, Data Analysis, Microsoft Excel, Business Analysis, Business Process..., Strategic Planning, Process Improvement, Cross-functional Team..., Financial Services, Leadership, Volunteer Management
Education
University of California, Davis 1997 — 2001
BA, Economics
MUFG in the Americas July 2015 - Present
E*TRADE Financial Corp March 2010 - July 2015
Alliant Insurance A Blackstone Group Company July 2005 - August 2009
Computershare April 2003 - May 2004
Wells Fargo September 2001 - November 2002
Charles Schwab 1998 - 1999
Skills
Forecasting, Financial Analysis, Corporate Finance, Financial Modeling, Finance, Risk Management, Data Analysis, Microsoft Excel, Business Analysis, Business Process..., Strategic Planning, Process Improvement, Cross-functional Team..., Financial Services, Leadership, Volunteer Management
Education
University of California, Davis 1997 — 2001
BA, Economics
Gregory Petralia Gregory Petralia's E*TRADE Financial Corp Experience August 2011 - Present
Job Platinum Registered Investment Advisor Relationship Manager at E*TRADE FINANCIAL CORP
Industry Financial Services
Experience
E*TRADE FINANCIAL CORP August 2011 - Present
E*TRADE FINANCIAL CORP June 2009 - August 2011
E*TRADE FINANCIAL CORP March 2007 - June 2009
HEALTHCARE SERVICES GROUP INC August 2005 - March 2007
Skills
Series 7, Series 63, Financial Services, Securities, Equities, Investments, Risk Management, Mutual Funds, Process Improvement, FINRA, Series 24, Series 4
Education
Rutgers Business School 2000 — 2005
Bachelor of Science, Marketing
E*TRADE FINANCIAL CORP August 2011 - Present
E*TRADE FINANCIAL CORP June 2009 - August 2011
E*TRADE FINANCIAL CORP March 2007 - June 2009
HEALTHCARE SERVICES GROUP INC August 2005 - March 2007
Skills
Series 7, Series 63, Financial Services, Securities, Equities, Investments, Risk Management, Mutual Funds, Process Improvement, FINRA, Series 24, Series 4
Education
Rutgers Business School 2000 — 2005
Bachelor of Science, Marketing
Arnold Kingsberg's E*TRADE Financial Corp Experience July 2004 - July 2006
Job Senior Project Manager
Industry Information Technology and Services
Experience
Mission Mpower Inc October 2008 - September 2011
UBS Wealth Management July 2006 - October 2008
E*Trade Financial Corp July 2004 - July 2006
Skills
Equity Compensation, Executive Compensation, Project Management, Microsoft Office, Customer Relations, Software Development, Program Management, PMP, Change Management, Equities
Education
New York University - Leonard N. Stern School of Business 1977 — 1983
MBA, Organizational Conflict
City University of New York-Brooklyn College 1972 — 1976
BS, Computer Science
Mission Mpower Inc October 2008 - September 2011
UBS Wealth Management July 2006 - October 2008
E*Trade Financial Corp July 2004 - July 2006
Skills
Equity Compensation, Executive Compensation, Project Management, Microsoft Office, Customer Relations, Software Development, Program Management, PMP, Change Management, Equities
Education
New York University - Leonard N. Stern School of Business 1977 — 1983
MBA, Organizational Conflict
City University of New York-Brooklyn College 1972 — 1976
BS, Computer Science
Dana Ferrarese Starzan's E*TRADE Financial Corp Experience May 2000 - Present
Job Senior Paralegal at E*TRADE Financial Corp
Industry Legal Services
Experience
E*TRADE Financial Corp May 2000 - Present
Prudential Securities 1998 - 2000
Education
California State University-Chico 1991 — 1996
Bachelor of Arts (BA), Political Science, Legal Studies
E*TRADE Financial Corp May 2000 - Present
Prudential Securities 1998 - 2000
Education
California State University-Chico 1991 — 1996
Bachelor of Arts (BA), Political Science, Legal Studies
PAVAN VALLURUPALLY, PMP's E*TRADE Financial Corp Experience May 2007 - May 2008
Job Lead Consultant at Intellisoft Technologies
Industry Information Technology and Services
Experience
UBS Investment Bank February 2010 - Present
Intellisoft Technologies 2008 - Present
The Washington Post August 2009 - January 2010
E*TRADE Financial Corp May 2007 - May 2008
Misi Company 2006 - 2007
JP Morgan Chase 2006 - 2007
Tata Consultancy Services April 2001 - April 2006
Boeing 2005 - 2006
USAA 2002 - 2005
Education
National Institute of Technology Calicut 1999 — 2001
M.Tech, Electrical
UBS Investment Bank February 2010 - Present
Intellisoft Technologies 2008 - Present
The Washington Post August 2009 - January 2010
E*TRADE Financial Corp May 2007 - May 2008
Misi Company 2006 - 2007
JP Morgan Chase 2006 - 2007
Tata Consultancy Services April 2001 - April 2006
Boeing 2005 - 2006
USAA 2002 - 2005
Education
National Institute of Technology Calicut 1999 — 2001
M.Tech, Electrical
Bindu Bompalli's E*TRADE Financial Corp Experience February 2012 - Present
Job Senior Analyst Quality Assurance | Marketing Operations
Industry Information Technology and Services
Experience
E*trade Financial Corp February 2012 - Present
Skills
Process Improvement, QTP, Quality Center, Regression Testing, Requirements Analysis, SDLC, SQL, Software Quality..., Test Planning, User Acceptance Testing, Requirements Gathering, HP Quality Center, Agile Methodologies
Education
Indian Institute of Information Technology 1998 — 2002
Bachelor of Engineering (B.E.), Computer Science
E*trade Financial Corp February 2012 - Present
Skills
Process Improvement, QTP, Quality Center, Regression Testing, Requirements Analysis, SDLC, SQL, Software Quality..., Test Planning, User Acceptance Testing, Requirements Gathering, HP Quality Center, Agile Methodologies
Education
Indian Institute of Information Technology 1998 — 2002
Bachelor of Engineering (B.E.), Computer Science
Kelvin Stokes's E*TRADE Financial Corp Experience September 2007 - July 2010
Job Senior Financial Reporting Consultant at RR Donnelley
Industry Capital Markets
Experience
RR Donnelley November 2011 - Present
RR Donnelley November 2010 - November 2011
E*TRADE Financial Corp September 2007 - July 2010
Skills
Financial Reporting, Accounting, Bloomberg, Financial Services, Trading, Series 7, Financial Analysis, Microsoft Office, Customer Service, Financial Modeling, Finance, Process Improvement, Management, Investments, Business Analysis, Leadership, Project Management, Financial Statement...
Education
Clark Atlanta University
Master of Business Administration, Finance
University of North Carolina at Greensboro
Bachelor of Science, Finance, Insurance, and Real Estate
RR Donnelley November 2011 - Present
RR Donnelley November 2010 - November 2011
E*TRADE Financial Corp September 2007 - July 2010
Skills
Financial Reporting, Accounting, Bloomberg, Financial Services, Trading, Series 7, Financial Analysis, Microsoft Office, Customer Service, Financial Modeling, Finance, Process Improvement, Management, Investments, Business Analysis, Leadership, Project Management, Financial Statement...
Education
Clark Atlanta University
Master of Business Administration, Finance
University of North Carolina at Greensboro
Bachelor of Science, Finance, Insurance, and Real Estate
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.