E*TRADE Financial Corporation
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
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E*TRADE Financial Corporation Employees
NICE Systems July 2015 - Present
E*TRADE Financial Corporation 2014 - Present
Dell 2013 - 2014
UBS 2009 - 2012
UBS Wealth Management 2008 - 2009
UBS Wealth Management 2005 - 2008
Quest Diagnostics 2002 - 2003
TD 1999 - 2001
Skills
Business Analysis, Process Improvement, Vendor Management, Change Management, Six Sigma, Project Management, Project Portfolio..., MS Project, Management, Business Strategy, Financial Services, Human Resources, Budgets, Training, SDLC, Risk Management, Banking, Business Process..., Business Requirements, Forecasting, Resource Management, PMO, Requirements Gathering, IT Strategy, Recruiting, Software Project...
Education
Rutgers, The State University of New Jersey-Newark
Mathematics
Bergen Community College
Mathematics, Computer Science
River Dell Regional High School 1995 — 1999
University of Illinois at Chicago August 2014 - Present
Unscene Squared Inc - Chicago based startup May 2015 - July 2015
E*TRADE Financial Corporation May 2014 - July 2014
E*TRADE Financial Corporation October 2011 - April 2014
Cognizant Technology Solutions May 2011 - September 2011
Skills
HTML5, CSS, AngularJS, JavaScript, jQuery, SQL, SASS, Bootstrap, Responsive Web Design, PhoneGap, SDLC, Eclipse, Sencha, Requirements Analysis, Web Applications, Java Enterprise Edition, AJAX, XSLT, JSON, Java, PL/SQL, XML
Education
University of Illinois at Chicago 2014 — 2015
Master of Science (M.S.), Management Information Systems, 3.8/4.0
Birla Institute of Technology and Science 2012 — 2014
Master of Science (MS), Software Engineering, 6.78/10.0
Sri Venkateswara College of Engineering - Anna University 2007 — 2011
Bachelor of Technology (B.Tech.), Information Technology, 7.1/10.0
A. V. Meiyappan Matric Higher Secondary School 2005 — 2007
High School, Computer Science, 9.1/10.0
Dignity Health September 2014 - Present
Molina Healthcare March 2012 - June 2014
Molina Healthcare June 2010 - February 2012
Lithia Auto Stores June 2006 - April 2009
Sunsplash Pool and Spa July 2004 - January 2006
E*TRADE Financial Corporation May 2000 - July 2004
E*TRADE Financial Corporation December 1998 - May 2000
Skills
Variance Analysis, General Ledger, Accounts Payable, Account Reconciliation, Accounts Receivable, Accounting, GAAP, Balance Sheet Review, P&L Analysis, Accruals, Financial Statements, Microsoft SQL Server, Data Analysis, Data Mining, Stock Market, Stock Trading
Education
Boise State University 2010 — 2012
Bachelor's Degree, Accounting
California State University-Chico 1993 — 1996
Bachelor's Degree, Dietetics/Dietitian
E*TRADE Financial Corporation July 2015 - Present
AES August 2008 - June 2014
E*TRADE Financial January 2005 - August 2008
National Cooperative Bank October 2001 - December 2004
COMSYS December 1999 - September 2001
Freddie Mac January 1990 - December 1999
Republic Savings Bank July 1987 - December 1989
Sears Consumer Financial Corporation January 1986 - June 1987
Motorola September 1983 - December 1985
Touche Ross June 1978 - August 1983
Skills
Finance, Strategic Financial..., Auditing, Mergers & Acquisitions, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Accounting, Corporate Finance, Forecasting, Accounts Payable, US GAAP, General Ledger, SEC Filings, Consolidation, Financial Statements, Financial Analysis
Education
Bradley University 1974 — 1978
Bachelor of Science (BS), Accounting
Health Net September 2015 - Present
VARIS, LLC September 2006 - September 2015
JiWire, Inc. May 2006 - September 2006
E*TRADE Financial Corporation January 2005 - December 2005
Skills
Healthcare Information..., Databases, HIPAA, Information Technology, Access, IT Management, IT Strategy, Disaster Recovery, EMR, Healthcare, Troubleshooting, Analysis, MySQL, Management, Visio, Business Analysis, Business Process, IT Operations, T-SQL Stored Procedures, Information Security, SQL
Education
California State University-Sacramento 1999 — 2003
Bachelor's Degree, Computer Engineering
E*TRADE Financial Corporation April 2014 - Present
E*TRADE Financial January 2013 - April 2014
E*TRADE Financial October 2011 - January 2013
Primerica February 2008 - September 2011
Emory University School of Medicine August 2006 - February 2008
Emory University School of Medicine June 2004 - August 2006
Agnes Scott College August 2003 - May 2004
Agnes Scott College 2000 - 2004
Education
Emory University School of Medicine 2007 — 2007
Immunology
Agnes Scott College 2000 — 2004
Bachelor of Arts, Biochemistry & Molecular Biology
E*TRADE Financial Corporation May 2014 - Present
Montgomery Public Schools February 2014 - May 2014
Hibbett Sporting Goods December 2011 - May 2014
Skills
Customer Service, Microsoft Office, Fashion, Social Networking, Typing, Organization, Sales Management, Apparel, Customer Satisfaction, Time Management, Program Management, PowerPoint, Teamwork, Microsoft Word, Data Entry, Critical Thinking, Microsoft Excel, Facebook, Computer..., Microsoft Visual Studio..., Install Print and..., Microsoft Office...
Education
Troy University 2014 — 2014
Masters of Science, Human Resources Management/Personnel Administration, General
Alabama State University 2009 — 2013
Bachelor's of Science, Computer and Information Systems Security/Information Assurance, Senior
Girl Scouts Heart of Central California July 2011 - Present
Wonder, Inc. July 2002 - March 2008
E*TRADE Financial Corporation February 2001 - February 2002
E*TRADE Access February 2000 - February 2001
Lake Oswego School District February 1995 - April 1998
Bank of America September 1992 - August 1994
Skills
Leadership, Management, Organizational..., Conflict Resolution, Employee Relations, Performance Management, Facilitation, Training, Fundraising, Employee Opinion Surveys, Strategic Planning, Change Management, Leadership Development, Coaching, Public Speaking, Nonprofits, Team Building, Event Planning, Strategy, Executive Coaching, Program Management, Community Development, Workshop Facilitation
Education
California State University-Chico 1990 — 1992
Master of Arts (M.A.), Social Sciences
California State University-Chico 1984 — 1987
Bachelor's Degree, Communications -- Public Relations
University of Colorado Boulder 1983 — 1984
Communication, Journalism, and Related Programs
E*TRADE Financial Corporation June 2014 - Present
Wells Fargo June 2011 - June 2014
Chase December 2008 - June 2011
Alameda County Public Defender April 2010 - June 2010
Skills
Operations Management, Compliance, Internal Controls, Operational Risk, Anti Money Laundering, Bank Secrecy Act, Fraud Detection, Job Coaching, Service Management, Sales Management, Internal Audit
Education
California State University-East Bay 2008 — 2011
Bachelor of Science (B.S.), Criminal Justice/Law Enforcement Administration
De Anza College 2003 — 2006
Associate of Arts (A.A.), Behavioral Sciences
E*TRADE Financial Corporation July 2014 - Present
Chevron Information Technology Company (a division of Chevron U.S.A. Inc) March 2007 - July 2014
Standard Chartered Bank/Scope International December 2005 - February 2007
STATE FARM MUTUAL AUTOMOBILE AND INSURANCE COMPANY February 2005 - November 2005
Aon Warranty Group April 2004 - January 2005
Skills
Sun-Fire-V890, Dell,..., Compaq Alpha server GS..., Big Data, Exadata, Veritas Storage..., HP-UX(B.11.23 &..., Oracle 12c R1, Oracle..., Recovery Manager (RMAN), Netapp’s Snap Manager..., TCP/IP, Net 8, SQL*Net, Shell Scripts (bourn..., Database Administration, RAC, Data Guard, Performance Tuning, TK Prof, DB Verify,..., Oracle Enterprise..., Cronjob (UNIX), Oracle..., Database/Application..., Oracle Certified 9i DBA..., Oracle Certified 11g..., Oracle Certified 12c..., Business Management..., Workforce Development..., Star Performer of the..., Service Anniversary..., Exhibitor for Oracle..., Microsoft SQL Server, SQL, Databases, Oracle RAC, Shell Scripting, SQL Tuning, RMAN
Education
Bharathiar University
Master's Degree, Computer Applications
Bharathiar University
Bachelor's Degree, Computer Science
E*TRADE Financial Corporation January 2015 - Present
E*TRADE Financial Corporation November 2011 - January 2015
BNY Mellon March 2008 - February 2012
Bank Of New York Mellon September 2005 - January 2008
UBS Wealth Management October 2003 - September 2005
UBS Wealth Management March 2001 - October 2003
Fleet Securities September 2000 - March 2001
UBS March 1999 - May 2000
Skills
Customer Relations, Equities, Access, Budgeting, Negotiation
Education
Brandeis University 1986 — 1990
DecisionInsite August 2014 - Present
Syn-Mar Associates March 2010 - August 2014
Relevant Media Ministries September 2007 - February 2010
Inland Vineyard Christian Fellowship May 2004 - August 2007
E*TRADE Financial Corporation March 2002 - April 2004
Perkowitz+Ruth Architects June 2001 - February 2002
Skills
Strategic Planning, Leadership, Microsoft Office, Business Development, Team Building, Management Consulting, Team Leadership, Customer Service, Microsoft Excel, Training, Change Management, Leadership Development, Project Management, Security, Program Management, Organizational..., Management, Process Improvement, Nonprofits
Education
Azusa Pacific University 2010 — 2012
Bachelor of Science (B.S.), Organizational Leadership, Summa Cum Laude
Vineyard Leadership Institute 2004 — 2006
Pastoral Leadership
Computer Education Institute 2000 — 2001
Computer Networking
E*TRADE Financial Corporation April 2014 - May 2015
Barclays April 2013 - April 2014
Barclays October 2012 - April 2013
Skills
Microsoft Office, Organization, Research, Operational Planning
Education
University of Delaware 2009 — 2012
History
Arizona State University 2007 — 2009
Bachelor of Arts (BA), History
TD Ameritrade March 2015 - Present
E*TRADE Financial Corporation March 2013 - March 2015
Fidelity Investments January 2012 - March 2013
QBE the Americas 2008 - 2012
Farmers Insurance Group / Foremost Specialty Insurance 2007 - 2008
Bank of America 2006 - 2007
Automobile Club of Southern California 2002 - 2006
Farmers Insurance 1997 - 2002
Skills
Investment Adviser..., Investment Strategies, General Insurance, Commercial Insurance, Claims Management, Series 65, Hold Series 7, Series 63
Education
Brigham Young University
MBA, Business Administration, Management and Operations
California State University
B.S., Finance
E*TRADE Financial Corporation January 2015 - Present
Quadrant.io July 2014 - December 2014
Booz & Company September 2011 - June 2014
J.P. Morgan June 2010 - August 2010
Booz & Company July 2006 - June 2009
Skills
Market Entry, Management Consulting, Financial Modeling, Operating Models, Strategy, Corporate Development, Strategic Consulting, Growth Strategies, Business Transformation, Business Strategy, Organizational Design, Acquisition Integration, Competitive Analysis
Education
Harvard Business School 2009 — 2011
Master of Business Administration (M.B.A.)
American University of Beirut 2001 — 2006
Bachelor of Engineering (B.E.), Computer and Communications Engineering
Morgan Stanley June 2015 - Present
LCI May 2012 - February 2015
E*TRADE Financial Corporation August 2011 - May 2012
Strongbrook REIC May 2010 - August 2011
Move Networks April 2008 - February 2009
Education
Brigham Young University 2008 — 2010
B.S.
Utah Valley University 2006 — 2008
Associate
Swift Energy Company August 2011 - October 2014
Nabors Industries March 2007 - February 2011
Anadarko Petroleum 2011 - 2011
CEMEX Construction Materials October 2006 - January 2007
ETRADE Financial Corporation October 2005 - August 2006
State of California Department of Food and Agriculture February 1998 - 2005
Skills
Accounts Payable, General Ledger, Outlook, Invoicing, Data Entry, Accounting, SAP, Human Resources, Microsoft Excel, Time Management, Accounts Receivable, Account Reconciliation, Payroll, Access
Education
Bethany University, California 2001 — 2003
Bachelor of Arts, Multicultural Studies
American River College 1999 — 2001
General Education
Fidelity Investments August 2015 - Present
Morgan Stanley November 2014 - August 2015
Scottrade October 2005 - October 2014
E*TRADE Financial Corporation 2000 - 2005
Fidelity Investments September 1999 - June 2000
Skills
Team Building, Microsoft Office, Management, Negotiation, Customer Service, Sales, Microsoft Excel, Financial Analysis, Microsoft Word, Public Speaking, Finance, Equities, Leadership, Financial Services, Team Leadership, Analysis, Series 7, Mutual Funds, Series 63, Investments, Securities
Education
University of Utah - David Eccles School of Business 1997 — 1999
Bachelor of Science (B.S.), Finance, General
Brigham Young University - Idaho 1995 — 1997
Associate's degree, General Studies
E*TRADE Financial Corporation August 2014 - Present
Fusion-io/SanDisk August 2012 - August 2014
Fidelity Investments January 2011 - August 2012
Obelis s.a. June 2010 - September 2010
Wells Fargo April 2007 - June 2010
Deer Valley Resort November 2006 - May 2007
Skills
Economics, Financial Reporting, Securities, Series 63, Series 7, Microsoft Office, Microsoft Excel, Equities, SEC filings, Certified Equities..., CEP, Data Analysis, Banking, Analysis, Financial Modeling
Education
University of Utah - David Eccles School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Brigham Young University 2006 — 2010
Bachelor's Degree, Economics
E*TRADE Financial Corporation December 2014 - May 2015
Echo Global Logistics July 2014 - November 2014
Road America 2011 - May 2014
University of Miami 2007 - 2011
Alliance for Retired Americans January 2010 - May 2010
Joseph & Miche May 2008 - July 2008
Skills
Sales, Customer Satisfaction, Client Management, Call Centers, Salesforce.com, Logistics, Series 7, Series 63, Microsoft Office, Customer Service, PowerPoint
Education
University of Miami 2007 — 2011
International Studies & Business Administration, International Relations and Affairs
American University 2010 — 2010
Study Abroad Program, International Trade and Business
Fortren Funding LLC March 2015 - Present
E*TRADE Financial Corporation October 2014 - February 2015
Auda Alternative Investments May 2014 - September 2014
SoundBoard Angel Fund January 2014 - May 2014
TD December 2013 - May 2014
Fordham University September 2010 - May 2013
Marcum LLP July 2012 - August 2012
Jewish National Fund June 2010 - July 2011
Communications Strategies Inc. June 2009 - July 2009
Skills
Customer Service, Financial Accounting, Teamwork, Problem Solving
Education
Fordham University 2010 — 2013
BS in Public Accounting, Minor in Marketing, Accounting and Marketing, Graduated Senior
Bryant University 2009 — 2010
Interntaional Business, French
Morristown High School
E*TRADE Financial Corporation June 2015 - Present
E*TRADE Financial Corporation October 2014 - June 2015
E*TRADE Financial Corporation July 2013 - October 2014
Legacy Events Group, Inc. December 2012 - May 2013
Skills
Financial Regulation, Stock Trading, Options Strategies, Retirement Solutions, Product Presentation, Customer Service, Brand Awareness
Education
Auburn University, College of Business 2008 — 2012
Bachelor of Science (B.S.), Marketing
E*TRADE Financial Corporation March 2015 - Present
The Motley Fool April 1996 - Present
Freelance Writer/Editor September 2002 - Present
Completegrowth.com April 2010 - April 2015
Consumer Brands, LLC February 2012 - May 2013
HouseLogic.com July 2009 - July 2012
Mortgageloan.com January 2006 - June 2009
Credit-land.com June 2005 - June 2006
Nursevillage.com October 2002 - June 2003
First Marketing November 2001 - June 2002
Skills
Writing, Personal Finance, Editing, Newsletters, Blogging, Editorial, Journalism, Online Journalism, Copywriting, SEO, Content Management, Public Speaking, Web Content, Public Relations, Publishing, Corporate Communications, Copy Editing, Books, Speech Writing, Content Strategy, Media Relations, Creative Direction, Content Development, Publications, Newspapers, News Writing, Feature Articles, AP Style, Magazines, Digital Media, Facebook, Web Content Management, Online Publishing
Education
Barnard College
Barnard College, Columbia University
BA, Liberal Arts
E*TRADE Financial Corporation October 2014 - July 2015
The Home Depot January 2014 - September 2014
WorldPay September 2011 - July 2013
Better Homes and Gardens Real Estate Metro Brokers March 2007 - August 2012
Ovation Brands August 2001 - May 2007
Skills
Wealth Management, Stock Market, Institutional..., Trading, Investments, Asset Management, Prime Brokerage, Retail Brokerage, NYSE, Commodity Markets, Leadership, Sales, Management, Customer Service, Team Building, Customer Satisfaction, Selling, Real Estate, Training, Cold Calling, Coaching, Business Development, Networking, Call Centers, Customer Retention, Process Improvement, Operations Management, Advertising, Sellers, E-commerce, Program Management, CRM, Help Desk Support, Technical Support, Public Relations, Direct Marketing, Research, Customer Experience, Problem Solving, Continuous Improvement
Education
Augusta State University 1998 — 2001
Bachelor of Science
United States Air Force Technical Training 1996 — 1996
Certificate
E*TRADE Financial Corporation August 2014 - Present
California Pizza Kitchen June 2012 - August 2014
Brigham Young University January 2012 - April 2012
Brigham Young University September 2011 - December 2011
Brigham Young University September 2011 - December 2011
The Church of Jesus Christ of Latter-day Saints April 2009 - April 2011
D&R Maintenance LLC May 2008 - September 2008
Chili's June 2007 - May 2008
Skills
Spanish, Microsoft Word, Video Editing, Editing, PowerPoint, Microsoft Excel, Video, Data Entry, Microsoft Office, Teamwork, Customer Service, Access, Team Leadership, Social Media, Data Analysis, Company Secretarial, Cultural Diversity, Typing, Social, Accounting, Financial Analysis, Financial Reporting
Education
Brigham Young University 2011 — 2014
Bachelor of Arts (B.A.), Economics, 3.6
Green River Community College 2006 — 2008
AA, General Studies
U.S. House of Representatives January 2015 - Present
U.S. House of Representatives January 2013 - January 2015
E*TRADE Financial Corporation September 2014 - December 2014
Webb & Bordson, APC May 2014 - July 2014
Skills
Westlaw, Lexis, Bloomberg Software, PowerPoint, Time Management, Social Media, Research, Microsoft Office, Microsoft Excel, Microsoft Word, Spanish, Outlook, Fundraising, International Law, Intranet Quorum, Teamwork, Dispute Resolution, Market Research, Middle East Politics, Public Speaking
Education
American University, Washington College of Law 2013 — 2016
Juris Doctor Candidate, International Trade Law
Northeastern University
Bachelor's degree, History, International Affairs
E*TRADE Financial Corporation November 2014 - Present
MetLife February 2014 - October 2014
MetLife February 2013 - February 2014
MetLife February 2005 - February 2013
MetLife March 2001 - February 2005
National Discount Brokers / ndb.com January 1999 - December 2000
Skills
Analysis, Business Analysis, Integration, Insurance, Visio, Strategy, Web Applications, Management, Software Documentation, Fixed Annuities, Mutual Funds, Change Management, Business Requirements, Life Insurance, Training, Troubleshooting, Access, Risk Management, Customer Satisfaction, PMP, Software Project..., Enterprise Software, Call Centers, Requirements Analysis, SDLC, Customer Service, Team Management, Financial Services, Business Process..., Vendor Management, System Administration, Program Management, Project Management, Underwriting, Health Insurance, PMO, Requirements Gathering, IT Strategy, Databases, Process Improvement
Education
Baruch College 1993 — 1996
MBA, Finance
State University of New York at Albany 1988 — 1992
E*TRADE Financial Corporation May 2014 - Present
Crucible Capital Group, Inc April 2011 - March 2014
CM Printing & Design January 2006 - January 2010
Skills
Investment Banking, Valuation, Financial Modeling, Corporate Finance, Bloomberg, Compliance, Due Diligence
Education
Binghamton University 2006 — 2010
Bachelor of Arts (B.A.), Economics
Stuyvesant High School 2002 — 2006
E*TRADE Financial Corporation March 2015 - Present
E*TRADE Financial Corporation August 2012 - Present
Computershare September 2006 - July 2013
Computershare July 2005 - September 2006
Computershare April 2004 - July 2005
Smith Barney Inc July 2002 - February 2004
UBS/Paine Webber Inc. August 2001 - April 2002
Datek Online Brokerage Services LLC. February 2000 - June 2001
Skills
Finance, Financial Services, Equities, Securities, Series 7, Relationship Management, Equity Compensation, ASC 718 Reporting, Equity Edge Online, Certified Equities..., Project Management, New Client...
Education
Berkeley College 2004 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Berkeley College-Woodland Park 1996 — 1998
Associate of Science (A.S.), International Business
E*TRADE Financial Corporation May 2015 - Present
EWI Worldwide September 2010 - May 2015
AT&T Mobility October 2007 - September 2010
AT&T Mobility September 2006 - October 2007
AT&T Mobility February 2005 - August 2006
AT&T Mobility April 2003 - January 2005
AT&T Mobility November 2000 - April 2003
AT&T Mobility April 2000 - October 2000
T.W. Wireless December 1999 - April 2000
KMG Construction June 1999 - December 1999
Skills
Omni-Channel, Emerging Technologies, Cross-functional Team..., Strategy, Product Management, Program Management, Retail, Customer Experience, Mobile Devices, Strategic Partnerships, Relationship Marketing, Budgets, Sales Operations, Account Management, Project Management, Sales Management, Digital Marketing, Sales, Lead Generation, Product Development, Customer Satisfaction, Integrated Marketing, Mobile Marketing, CRM, Team Leadership, Training, B2B, Marketing Strategy, Start-ups, Mobile Technology, Microsoft Office, Vendor Management, Strategic Planning, Management, Strategy Development, Mobile Applications, Experiential Marketing, Digital Engagement
Education
University of Washington
Bachelor of Science, Business
BYU-Idaho 1998 — 1999
E*TRADE Financial Corporation August 2014 - Present
Skills
CRM, SaaS, Cloud Applications, System Configuration, Integration, Data Migration, Salesforce.com..., Functional Requirements, Requirements Gathering, Enterprise Solution..., Object Modelling, Automated Processes, Agile & Waterfall..., Gap Analysis, Vendor Management, Change Management, Solution Development, Visio, Microsoft Excel, PowerPoint, Open Architecture, Salesforce.com...
Education
Bates College 2006 — 2010
BA, Psychology
DIS - Danish Institute for Study Abroad
E*TRADE Financial Corporation July 2014 - Present
Shopatron June 2013 - December 2013
Nevion July 2012 - September 2012
Skills
Java, Software Development, Android Development, JavaScript, Bash, C, Android, MySQL, SQL, Arduino, JSP, jQuery, NoSQL, JSON, HTML, REST, CSS, Spring, C/C++ STL, MVC, iOS, Matlab, SNMP, Web Development, Git, AJAX, XML
Education
California Polytechnic State University-San Luis Obispo 2009 — 2013
Bachelor of Science (B.S.), Computer Engineering
PRIMA LAW GROUP, INC. September 2013 - Present
Howard Law, PC November 2009 - September 2013
Bank of America June 2003 - October 2008
E*TRADE Financial Corporation May 2001 - May 2003
Skills
Legal Research, Legal Writing, Bankruptcy, Litigation, Personal Injury, Product Liability, Civil Litigation, Courts, Employment Law, Westlaw, Litigation Support, Pleadings, Lexis, Document Review, Trials
Education
University of California, Irvine 2012 — 2015
Paralegal Certification, Paralegal Certification
Kensington College 2009 — 2009
Paralegal Certification
Saint Paul University 1986 — 1990
Bachelor of Science (B.S.), Hotel and Restaurant Management
Principal Funds March 2013 - Present
Principal Funds June 2008 - March 2013
Principal Funds June 2005 - June 2008
E*TRADE Financial Corporation January 1999 - June 2005
Franklin Templeton July 1997 - January 1999
Skills
Process Improvement, Team Building, Leadership, Strategy, Analytics, Marketing, Financial Services, Investments, Mutual Funds, Strategic Planning, Project Management, Product Management, Management, Marketing Strategy, Business Planning, Team Leadership
Education
California Polytechnic State University-San Luis Obispo
B.S., Agricultural Business, Finance
University of California, Davis - Graduate School of Management
M.B.A., Finance & Strategic Management
E*TRADE Financial Corporation January 2015 - Present
E*TRADE Financial Corporation February 2014 - December 2014
A.T. Kearney July 2008 - January 2014
AXA Equitable 2003 - 2006
Education
Columbia University - Columbia Business School 2006 — 2008
MBA
Bucknell University
Bachelor's degree, Economics; Mathematical Statistics
Morgan Stanley Investment Management November 2012 - Present
Wells Fargo Advisors September 2011 - November 2012
E*TRADE Financial Corporation September 2007 - September 2011
Education
Western Governors University 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Strategy
Brigham Young University 2000 — 2004
Bachelor's degree, Portuguese Language and Literature MINOR Business Management
E*TRADE Financial Corporation July 2015 - Present
Acorn Management Partners LLC January 2015 - July 2015
Macy's November 2014 - May 2015
Capstone Financial, LLC September 2014 - December 2014
Macy's November 2013 - November 2014
The Varsity Inc April 2012 - September 2012
DIRECTV August 2011 - January 2012
Chick-fil-A March 2009 - September 2010
Skills
Customer Service, Accounting, Financial Analysis, Income Statement, Balance Sheet, Cash Flow Statements, Finance, Microsoft Excel, Corporate Finance, Forecasting, Accounts Receivable, Accounts Payable, Proformas, Invoicing, Microsoft Word, PowerPoint, Time Management, Teamwork, Microsoft Office, Analysis, Sales, Leadership, Financial Modeling, Insurance, Life Insurance, Health Insurance, Market Research, Investments
Education
Georgia State University - J. Mack Robinson College of Business 2012 — 2014
Bachelor of Business Administration, Finance, Senior
Georgia Regents University 2007 — 2011
E*TRADE Financial Corporation 2014 - 2015
ITT Technical Institute 2013 - 2014
Instructor 2011 - 2013
Harland Clarke 2004 - 2011
Skills
Team Leadership, Revenue Recognition, Microsoft Office, Customer Service, Admissions, General Office Skills, General Office Work, Lotus Notes, Electronic Filing, Classroom Management, Curriculum Development, Organization Skills, Public Speaking, Microsoft Word, Coaching, Sales
Education
University of Phoenix 2010 — 2012
Master's Degree, Elementary Education and Teaching, 3.8
Brigham Young University 1996 — 2004
Bachelor's Degree, Advertising
ACA Compliance Group February 2014 - Present
Artio Global Management LLC (formerly Julius Baer Investmemt Management) August 2004 - August 2013
E*TRADE Financial Corporation December 2000 - August 2004
Bear Stearns & Company August 1999 - December 2000
PricewaterhouseCoopers January 1997 - August 1999
Prudential Financial February 1994 - December 1996
US Securities and Exchange Commission February 1990 - February 1994
Skills
Mutual Funds, Securities, Hedge Funds, Investment Management, Asset Management, Alternative Investments, Investment Advisers Act, Investment Company Act, SEC, Operational Risk..., FINRA, Fixed Income, Equities, Investment Advisory, Securities Regulation, Derivatives, Asset Allocation, Financial Risk, Code of Ethics, Wrap Accounts, ETFs, Separately Managed..., Financial Services, Broker-Dealer, AML, Private Equity, Investments, Investment Advisor..., Wealth Management..., Fund Of Funds, Capital Markets, Trading, Portfolio Management, Finance, Private Placements, Equity Research, Asset Managment, Series 7, Series 63, Series 24, Investment Strategies, Institutional Separate..., Institutional..., Equity Trading, Private Wealth..., Anti Money Laundering, Wealth Management
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (BBA), Finance and Investments
NYU School of Professional Studies
Certificate of Financial Risk Management
E*TRADE Financial Corporation April 2014 - Present
JPMorgan Chase March 2012 - April 2014
American Express August 2010 - March 2012
HSBC December 2007 - August 2010
Citigroup 2001 - 2007
Skills
Mobile Product..., Digital Marketing, Digital Business..., Online Acquisition, Online Advertising, Digital Strategy, Mobile Payments, Digital Capabilities, Online User Experience, Mobile User Experience, Agile Project Management, Online/Mobile Offers, Customer Relationship..., Email Marketing, Enterprise Architecture, Digital Analytics &..., Integrated Marketing, Customer Research, Digital Infrastructure, User Experience, Cross-functional Team..., Analytics, Mobile Internet, E-commerce, Mobile Devices, CRM, Direct Marketing, Strategy, Segmentation, Interactive Marketing, Financial Services, Web Analytics, Mergers & Acquisitions, Customer Acquisition, Enterprise Software, Product Management, Leadership, Database Marketing, Strategic Partnerships, Brand Development
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
MBA, Marketing
The George Washington University 1996 — 2001
Bachelor of Science (B.S.), Biology
E*TRADE Financial Corporation September 2014 - Present
Grant Thornton LLP November 2004 - September 2014
American Pharmacists Association November 2002 - November 2004
Acumen Solutions 2001 - 2002
Dual Associates 1995 - 1996
Skills
Forensic Accounting, Fraud, Auditing, Anti-corruption, AML, Private Investigations, Internal Controls, Sarbanes-Oxley Act, Financial Risk, Internal Audit, Certified Fraud Examiner, Enterprise Risk..., FCPA, IT Audit
Education
George Mason University 2003 — 2005
Certificate of Accounting, Accounting
The Johns Hopkins University - Carey Business School 1996 — 1999
MBA, International Business
Bucknell University 1990 — 1994
BA, International Relations and Russian
E*TRADE Financial Corporation January 2015 - Present
GDIT October 2013 - May 2014
Comcast Cable November 2008 - November 2012
AOL August 2006 - December 2007
Skills
Customer Service, Integration, Team Leadership, Telecommunications
Education
Kiamichi Technology Center-McAlester
CCNA, Computer Science
Law Office of Cheri Carper Bennett June 2008 - Present
Perry, Krumsiek & Jack LLP March 2010 - December 2012
E*TRADE Financial Corporation November 2007 - June 2008
Sutherland Asbill & Brennan LLP June 2006 - October 2007
K&L Gates LLP November 2004 - June 2006
Squire Patton Boggs LLP December 2002 - October 2004
U.S. Securities and Exchange Commission August 1999 - December 2002
Skills
Corporate Governance, Securities Regulation, Securities, Corporate Law, Mergers, Due Diligence, Private Placements, Private Equity, Legal Research, Mergers & Acquisitions, IPO, Joint Ventures, Investments, Legal Writing, Commercial Litigation, Civil Litigation, Litigation
Education
American University - Kogod School of Business 1996 — 1999
Master of Business Administration, Finance
American University, Washington College of Law 1995 — 1999
Juris Doctor, Business Law
University of Pittsburgh 1991 — 1995
Bachelor of Arts, Rhetoric and Communication
Treliant Risk Advisors November 2014 - Present
Swains Lock Partners, LLC 2012 - Present
Stifel Bank & Trust November 2013 - May 2014
Acacia Federal Savings Bank August 2012 - October 2013
Jefferson National Financial Corp. October 2009 - January 2012
Aquiline Capital Partners 2008 - 2009
E*TRADE Financial Corporation January 2005 - May 2008
E*TRADE Bank February 2000 - December 2004
Telebanc Financial Corporation June 1998 - January 2000
Hofheimer Gartlir & Gross 1982 - 1998
Skills
Executive Management, P&L responsibility, Strategic Thinking, Strategic Planning, Legal Affairs, Regulatory Strategy, Regulatory Affairs, Regulatory Risk, Compliance, Human Capital Management, Legal Services, Enterprise Risk..., SOX, Regulatory Filings, Financial Reporting, Security, Expense Management, Real Estate, Commercial Lending, Execution Skills, Brokerage, Banking Law, Banking, Asset Management, Capital Raises, Corporate Governance, Risk, Due Diligence, Risk Management, Securities, Corporate Finance, Entrepreneurship, SEC reporting, Insurance, Leadership, SEC filings, Mergers & Acquisitions, Financial Risk, Strategy, P&L Management, Team Leadership
Education
Boston University School of Law 1979 — 1982
J.D.
Boston University - School of Management 1980 — 1982
M.B.A.
Brandeis University 1975 — 1979
A.B., cum laude, Politics
Starwood Hotels & Resorts Worldwide, Inc. September 2014 - Present
Starwood Hotels & Resorts Worldwide, Inc. October 2011 - August 2014
E*TRADE Financial Corporation May 2010 - October 2011
The IGB Group December 2008 - May 2010
Edelman June 2008 - October 2008
FTI Consulting: Strategic Communications, formerly Financial Dynamics February 2008 - May 2008
MSLGROUP, formerly Schwartz Communications January 2007 - August 2007
Skills
Investor Relations, Corporate Communications, Finance, Financial Analysis, Competitive Analysis
Education
New York University 2009 — 2012
Advanced Certificate in Financial Analysis, Banking and Finance
Bentley University 2004 — 2008
Bachelor of Science, Honors Program, Summa Cum Laude
Royal Holloway, University of London 2006 — 2006
Study Abroad, Spring Semester 2006
Perry High School 2000 — 2004
Valedictorian
E*TRADE Financial Corporation April 2014 - May 2015
McGraw-Hill Higher Education (Digital) February 2011 - November 2013
Fusion Designlab 2001 - 2011
Digitas 2000 - 2001
Fusion Design and Communications 1996 - 2000
Lambesis 1995 - 1996
Freelance 1994 - 1995
Skills
Creative Direction, Art Direction, Agile & Waterfall..., User Experience Design, Information Architecture, Wire Framing, User Interface Design, Personas, Usability Testing, OmniGraffle, Photoshop, Illustrator, InDesign, Adobe Acrobat, Copywriting, Photography, Graphic Design, Web Design, Branding & Identity, Logo Design, Stationary Packages, Collateral, Hand-lettering, Information Design, Presentation Design, Point of Purchase, User Experience, Agile Methodologies, CMS, E-commerce, Web Development, Graphics, Usability, Wireframes, Integrated Marketing, User Scenarios, Interactive Advertising, User-centered Design, Content Strategy, Experience Design, Site Maps, Advertising, Content Management, Card Sorting, User Interface, Visual Design
Education
Brooklyn College 2009 — 2010
Continuing Education
San Diego City College 1993 — 1995
Graphic Design Portfolio Program
Albright College 1986 — 1990
Fine Arts Major
Exeter Senior High School 1984 — 1986
Diploma
ECMC December 2010 - Present
PMI-SVC November 2010 - Present
EDFUND April 2001 - December 2010
E*TRADE Financial Corporation 1999 - 2001
Skills
Project Management, PMP, PMO, Project Planning, Software Project..., Project Portfolio..., Management, Business Analysis, Agile Methodologies, Team Leadership, Security, Agile Project Management, Team Building, Disaster Recovery, Databases, Visio, SDLC, ITIL, Resource Management, IT Service Management, Web Project Management, Data Center, Program Management, Enthusiastic..., Determination, Vendor Management, Requirements Gathering, Access, Testing, IT Management, Integration, IT Strategy, Certified Project..., Scope Management, PMI, Enterprise Architecture, Requirements Analysis, Process Improvement, SharePoint, MS Project, Business Process, Business Requirements, Governance, Business Process..., Budgets, Business Intelligence, Change Management, IT Operations, Information Security, Scrum
Education
California State University-Sacramento 1991 — 1996
Bachelor of Science (BS), Business Administration, Minor Economics
The George Washington University - School of Business
Project Management and Risk Management
GE Capital January 2015 - Present
Capital One August 2013 - June 2014
Sprint Nextel Corporation December 2012 - June 2013
State Compensation Insurance Fund August 2008 - November 2012
E*TRADE Financial Corporation June 2006 - June 2008
NYSE Euronext December 2004 - April 2006
Skills
Corporate Governance, Risk Management, Business Analysis, Financial Analysis, M&A experience, Third Party Risk..., SOX, Regulatory Affairs, SEC Compliance, NYSE Compliance, COBIT Framwork
Education
University of Arkansas
Master of Business Administration (M.B.A.), Finance and Information Technology
Annamalai University
Engineer's Degree, Mechanical and Production Engineering
Tulane University
Corporate Governance, Sarbanes-Oxley Compliance Program
E*TRADE Financial Corporation July 2015 - Present
E*TRADE Financial October 2009 - July 2015
Banc of America Investments October 2005 - October 2009
Bryant University September 2002 - May 2005
Skills
Process Improvement, Sales, Training, Investments, Series 7, Securities, FINRA, Series 24, Investment Advisory, Back Office, Uniform Combined State..., Financial Services, Customer Service, Series 63, Banking, Mutual Funds
Education
Bryant University 2001 — 2005
Business Administration, Accounting
Golden 1 Credit Union June 2011 - August 2015
California State University, Sacramento January 2007 - August 2008
E*TRADE FINANCIAL Corporation January 2003 - August 2006
E*TRADE Financial Corporation January 1999 - December 2002
Skills
Risk Management, Risk Assessment, Internal Audit, Process Improvement, Auditing, Internal Controls, IT Audit, Leadership, Banking, Management, Sarbanes-Oxley Act, Training, Security, Governance, Enterprise Risk..., Information Security..., CISA, AML, Sarbanes-Oxley, Program Management, Strategy, Financial Analysis, Strategic Planning, Project Management, Finance, Business Strategy, Financial Risk, Project Planning, Accounting, Executive Management, Analysis, Financial Services, Financial Reporting, Investments, Forecasting, Mergers & Acquisitions, Fraud, Business Process..., Business Analysis, Policy, COSO, Information Technology, Strategic Financial..., GAAP, Managerial Finance, Budgets, Time Management, Financial Planning
Education
ISACA Certification (CISA) Training 2010 — 2011
Information Systems Auditor
California State University-Sacramento 2006 — 2009
Bachelor of Science, Business Administration • Finance, Entrepreneurship • minor: Marketing
Pinkerton Academy (Est. 1814) 1986 — 1990
High School, AP Physics; AP Chemistry, Derry, New Hampshire
E*TRADE Financial Corporation September 2015 - Present
E*TRADE Financial March 2014 - September 2015
Piedmont Healthcare February 2011 - February 2014
Piedmont Healthcare February 2011 - December 2011
Anthelio Healthcare Solutions April 2006 - January 2011
Skills
VMware ESX, VMware, Citrix, Active Directory, Servers, Virtualization, Windows Server, Windows 7, DNS, vSphere, VMware Infrastructure, Microsoft Certified..., Network Administration, Disaster Recovery, Network Security, VPN, Troubleshooting, Storage Area Networks, System Administration, Cisco Routers, Cisco Technologies, Firewalls, VMware vSphere, Datacenter..., VDI, Cloud Computing, Storage, CCNA, VCAP, VCP, Cisco UCS, Powershell, IaaS, Linux System..., Cisco Certified, Cisco Nexus, VMware vSphere 5, VMware vSphere 5.1, VMware vSphere 4.1, EMC Storage, PowerCLI, VMware View, vCenter Server, VMware SRM, VMware Workstation, VCA, vCloud, SAN
Education
Michigan State University 1997 — 2009
Baker College of Flint 2004 — 2007
E*TRADE Financial Corporation March 2014 - Present
E*TRADE Financial Corporation August 2012 - April 2015
CiDRA June 2011 - August 2011
American University September 2010 - January 2011
Skills
CSS, Java, HTML, JavaScript, Android, Public Speaking, Python, Arduino, Presentation Development, Design, Project Management, VBA, Microsoft Office, Ruby on Rails, MySQL, Software Engineering
Education
American University 2008 — 2012
Bachelor of Science (B.S.), Computer Science
Blue Shield of California April 2015 - Present
PRO Unlimited January 2013 - April 2015
Oracle June 2011 - January 2013
Oracle USA, Inc November 2008 - June 2011
Oracle USA, Inc December 2006 - November 2008
Oracle July 2006 - December 2006
Oracle May 2005 - July 2006
Calpine January 2005 - May 2005
E*TRADE Financial Corporation October 2004 - December 2004
Oracle October 2001 - October 2004
Skills
Business Process, Process Improvement, Cross-functional Team..., Team Leadership, Oracle, Business Intelligence, Business Analysis, ERP, Enterprise Software, Project Management, Oracle Applications, Integration, Oracle E-Business Suite, Professional Services, CRM, Requirements Analysis, Solution Architecture, Business Process..., Business Process Design, Sarbanes-Oxley Act, Leadership, PeopleSoft, Operations Management, Staff Development, Vendor Management, Outsourcing, IT Strategy, SDLC, Software Project..., Project Portfolio..., SaaS, People Development, Management, Team Management, Leadership Development, Strategy, Training, Change Management
Education
California State University-Sacramento 1994 — 1996
BS, Business, concentration in Accounting
California State University-Sacramento 1993 — 1996
Bachelor of Science (BS), Business Administration
Hilltop Public Solutions January 2011 - Present
Booz Allen Hamilton March 2006 - October 2006
E*TRADE Financial Corporation June 1999 - November 2003
BTG, Inc. July 1998 - June 1999
Education
American University 1998 — 2000
Master's degree, Human Resources Management/Personnel Administration, General
University of Mary Washington 1989 — 1996
Bachelor of Science (B.S.), Psychology
E*TRADE Financial Corporation June 2014 - Present
Institute of Scrap Recycling Industries, Inc. (ISRI) August 2013 - June 2014
Fannie Mae August 2010 - July 2013
Alcoa Inc. January 2005 - August 2010
Alcoa Inc. March 2004 - January 2005
Alcoa Inc. July 2001 - March 2004
Skills
Dreamweaver, SharePoint, CSS, Microsoft Office, Process Improvement, Web Design, Graphic Design, HTML, Photoshop, Creative Strategy, Captivate, ExactTarget, Strategic Communications, Interwoven OpenDeploy, Adobe Creative Suite, Adobe Acrobat, Illustrator, InDesign, Final Cut Pro, Flash, Visio, FrontPage, Technical Writing, JavaScript, Autonomy Teamsite, Webex, Quality Center, Web Applications, Collaboration, Visual Design, Visual Communication, Creative Solutions, WordPress, Social Media, Twitter, Facebook, Content Management, Content Strategy, Web Content Management, Web Marketing, Google Analytics, User Experience, Social Media Marketing, Website Development, Strategy, User Interface Design, Analytics, Leadership, Web Development
Education
American InterContinental University 2005 — 2006
BFA, Visual Communications
Community College of Allegheny County 1996 — 1998
AAS, Computer Information and Communications
Greener Equity May 2014 - Present
E*TRADE Financial Corporation December 2013 - April 2014
WTAS February 2012 - October 2013
Beneficial Financial Group August 2011 - December 2011
WTAS June 2011 - August 2011
Beneficial Financial Group January 2011 - April 2011
Achieve LLC May 2010 - November 2010
Skills
Valuation, Bloomberg, Financial Modeling, Financial Analysis, Highly detail oriented, Self-driven, Microsoft Excel, Collaboration, Oral & Written..., Problem Solving, PowerPoint, Portfolio Management, Fixed Income, DCF, Mergers & Acquisitions, Finance, Investments, Management, Accounting, Leadership, Financial Services, Equities, Due Diligence, Analysis, Corporate Finance, Public Speaking, Financial Planning, Strategic Planning, Customer Service, Data Analysis, Team Leadership, Financial Statements, Securities, Financial Accounting, Cash Flow, Financial Markets, Strategy, Asset Management, Forecasting, Options, Entrepreneurship, Business Strategy, Start-ups, Business Valuation, Budgets, Business Analysis
Education
Brigham Young University 2009 — 2011
Bachelor of Science (BS), Business Administration and Management, General, 4.0
Utah State University - Jon M. Huntsman School of Business 2006 — 2007
Finance, General
Cetera Financial Group March 2015 - Present
E*TRADE Financial Corporation May 2014 - February 2015
NFP Advisor Services Group March 2012 - February 2013
LPL Financial January 2009 - March 2012
LPL Financial Services February 2004 - December 2008
Outreach, Inc. August 2002 - August 2003
Emerald Publications 1998 - 2002
Skills
Mutual Funds, Series 7, Investments, Financial Advisory, Financial Services, FINRA, Wealth Management, Asset Management, Finance, Series 63, Alternative Investments, Investment Advisory, Project Planning, Asset Allocation, Securities, Consulting, Relationship Mgmt
Education
Bethel University
B.A., English Literature
UBS November 2014 - Present
E*TRADE Financial Corporation May 2014 - November 2014
E*TRADE Financial Corporation July 2013 - May 2014
E*TRADE Financial November 2012 - July 2013
OrchardDesign January 2012 - October 2012
Edward Jones November 2010 - December 2011
Auburn University August 2005 - May 2006
OrchardDesign January 2003 - August 2005
Skills
PowerPoint, Microsoft Excel, Finance, Insurance, Microsoft Office, Microsoft Word, Outlook, Customer Service, Research, Series 7, Series 66, Series 63, Financial Advisory
Education
Auburn University 2005 — 2010
Bachelor of Business Administration, Entrepreneurship and Family Business
Auburn University 2005 — 2009
Bachelor of Business Administration, Finance
E*TRADE Financial Corporation June 2014 - August 2014
CITIC Securities Company Limited June 2012 - November 2012
Guotai Junan Securities Co., Ltd June 2011 - August 2011
Skills
Research, Economics, Microsoft Excel, Stata, Microsoft Office, Data Analysis, Microsoft Word, Financial Analysis, Leadership
Education
Brown University 2014 — 2015
Master of Science, Innovation Management and Entrepreneurship
University of Virginia 2013 — 2014
Master of Engineering, Systems and Information Engineering
University of Virginia 2009 — 2012
Bachelor of Arts, Mathematics
E*TRADE Financial Corporation August 2015 - Present
Fidelity Investments June 2012 - June 2015
Skills
Financial Planning, Investment Guidance, Portfolio Management, Wealth Management, Retirement Planning, Financial Markets, Retirement Income..., Financial Services
Education
Nova Southeastern University 2010 — 2012
Master of Business Administration (M.B.A.), 3.8
Auburn University 2006 — 2010
Bachelor’s Degree, Finance
E*TRADE Financial Corporation June 2015 - Present
World Federalist Movement - Institute for Global Policy January 2015 - May 2015
The Price Law Firm LLC January 2014 - August 2014
Public International Law & Policy Group October 2012 - May 2013
Jumpstart October 2011 - October 2012
Skills
Middle Eastern Studies, Modern Standard Arabic, Islamic Finance, Islamic Studies, International Relations..., International Relations, Arabic, Research
Education
New York University 2011 — 2015
Bachelor's Degree, International Relations and Affairs, 3.7
American University 2011 — 2013
Bachelor's Degree, International Relations and Affairs
OHS
MuleSoft May 2015 - Present
Adelic LLC January 2010 - Present
E*TRADE Financial Corporation August 2014 - May 2015
E*TRADE Financial Corporation February 2014 - August 2014
W.W Grainger December 2011 - September 2013
Restoration Hardware April 2011 - September 2011
WDCAV March 2010 - August 2010
Jos. A. Bank December 2009 - April 2010
Warner Bros. Studio Nashville May 2009 - August 2009
Word Entertainment Nashville January 2009 - May 2009
Skills
Sales, Music Production, Social Networking, CRM, Recording, Music, Sound, Pro Tools, Audio Editing, Marketing, Music Industry, Entertainment, Sound Design, Microsoft Word, Online Media Management, Branding & Identity, Market Research, Studio Recording, Composition, Audio Engineering, Music Publishing, Music Licensing, Audio Post Production, Microsoft Excel, Sales Presentations, Songs, Instrumentation, Integration, SaaS, APIs, SOA, Salesforce.com, Workday, Social Media
Education
Belmont University 2007 — 2009
BBA, Business Administration and Management, General
Butler University 2005 — 2007
Currently seeking new opportunities May 2015 - Present
E*TRADE Financial Corporation September 2012 - May 2015
Ceridian Corporation April 2006 - May 2012
MedQuist December 2002 - August 2004
S1 Corporation January 2000 - July 2002
Clarus Corporation January 1996 - May 1999
Various Companies 1995 - 1995
Skills
Software Quality..., Test Planning, Regression Testing, Agile Methodologies, Manual Testing, Quality Assurance, SDLC
Education
Auburn University at Montgomery
Bachelor’s Degree, Accounting, B
Gwinnett Technical College
Computer Science, 4.0
University of Georgia - Terry College of Business
Personal Financial Planner, B
E*TRADE Financial Corporation May 2006 - May 2015
E*TRADE Financial Corporation September 1998 - August 2004
Skills
Investments, Fraud Detection, Human Resources, Employee Training, Electronic Trading
Education
Troy University 2002 — 2005
Master of Science (M.S.), Human Resources Management and Services
Alabama Agricultural and Mechanical University 1988 — 1993
Bachelor of Science (B.S.), Finance and Financial Management Services
Catalyst Repository Systems March 2013 - Present
Catalyst Repository Systems August 2011 - March 2013
Catalyst Repository Systems March 2009 - August 2011
Catalyst Repository Systems August 2008 - March 2009
Golden State Overnight (GSO) September 2006 - August 2008
E*TRADE Financial Corporation January 2002 - July 2006
Skills
Document Review, ESI, Document Management, Legal Assistance, Litigation, SaaS, EDRMS, IPRO, Project Management, Management, Trials, Software, Data Analysis, SQL, Strategic Planning, Business Development, Computer Forensics, Change Management, CRM, Contract Negotiation, Process Improvement, E-Discovery Consulting, Records Management, Consulting, Salesforce.com, Legal Research, Intellectual Property, Predictive Analytics, Relational Databases, Litigation Support, Corporate Law, Cloud Computing, Professional Services, Legal Writing, Databases, Training, Enterprise Software, Civil Litigation, Courts, Customer Service, Leadership, Vendor Management, Networking, Commercial Litigation, Sales, Analytics, Account Management, Software Documentation, Mergers & Acquisitions, Westlaw
Education
University of Denver - Sturm College of Law 2008 — 2010
Master's of Legal Administration, Legal Administration
California State University-Sacramento 2005 — 2007
Bachelor of Arts, Philosophy
Dale Carnegie Sales & Executive Training 2006 — 2006
Certificate of Completion, Effective Communications and Human Relations
MTI College of Business & Technology 2004 — 2005
AS, Paralegal Studies
Scotts Lawn Service March 2014 - Present
The Finishing Touch, Verizon Authorized Retailer February 2013 - March 2014
Mewesicology Inc August 2010 - August 2012
E*TRADE Financial Corporation November 2008 - July 2010
Skills
Sales, Series 7, Windows, Apple Software, google android, Photoshop, CEDIA, Marketing, Mobile Devices, Social Media
Education
Caldwell University 1998 — 2005
Business Administration and Economics
TD Ameritrade June 2015 - Present
E*TRADE Financial Corporation February 2014 - June 2015
ING U.S. November 2011 - January 2014
Columbia Management January 2011 - November 2011
Fidelity Investments November 2003 - August 2010
CitiStreet April 2000 - October 2003
State Street May 1997 - April 2000
Skills
Series 7, Series 6, Series 65, Series 63, CRPC, CMFC, CRPS, Investment Advisory, Wealth Management, Refereeing, Drums, Stock Trading
Education
Bridgewater State University
Bachelor of Communication
Bryant University
Certified Financial Planning Certificate, Financial Planning and Services
Berkshire Hathaway HomeServices December 2014 - Present
Wee Care Pediatrics/Oberweis Dairy March 1997 - Present
Susquehanna International Group, LLP (SIG) February 2014 - December 2014
E*TRADE Financial Corporation March 1998 - February 2014
Anixter June 1993 - October 1999
Skills
Financial Markets, Mutual Funds, Financial Analysis, Hedging, Negotiation, Proprietary Trading, Derivatives, Risk Management, Securities, Investments, Alternative Investments, Portfolio Management, Stocks, Equity Derivatives, Bonds, Financial Risk, Asset Management, Microsoft Excel, Valuation, Finance, Capital Markets, Budgets, Commodity, FINRA, Fixed Income, Hedge Funds, Strategic Planning, Wealth Management, New Business Development, Retirement Planning, Financial Services
Education
Benedictine University 1989 — 1993
Bachelor of Arts (BA), Economics
E*TRADE Financial Corporation July 2014 - Present
E*TRADE Financial June 2012 - July 2014
SanovaWorks July 2011 - June 2012
Bluewolf January 2010 - July 2011
Bluewolf August 2009 - January 2010
Cephalon May 2007 - August 2007
Cephalon May 2006 - August 2006
Skills
Salesforce.com, Microsoft Office, Google Analytics, Google Adwords, Advertising, Marketing Strategy, Web Development, JavaScript, jQuery, HTML 5, Mobile and Responsive..., MacOS, CSS3, Dreamweaver, Adhesion, Alfresco, Marketing Communications, Sales Operations, Web Analytics, Market Research, CRM, Marketing, Strategy, Product Marketing, User Experience, Social Media, Web Design, Brand Management, Media Planning
Education
Bentley University 2005 — 2009
B.S, Marketing
Copenhagen Business School 2008 — 2008
B.S, Marketing, Communications
Haverford
The Hun School
E*TRADE Financial Corporation June 2015 - Present
New York Magazine July 2012 - June 2015
Freelance March 2011 - July 2012
The Evolution Store February 2009 - February 2011
Skills
XHTML, HTML 5, HTML emails, CSS, CSS3, JavaScript, jQuery, Photoshop, Illustrator, Dreamweaver, Adobe Fireworks, Flash Animation, SEO, Wordpress, Web Design, Information Architecture, WordPress, User Interface Design, Flash, HTML5
Education
New York University 2010 — 2015
Certificate in Web Development
City University of New York-Baruch College 2009 — 2011
Digital Design Certificate
Learn IT! 2005 — 2006
Computer Graphic, Web Design
Fashion Institute of Technology 1995 — 1998
Fashion, jewelry design
E*TRADE Financial Corporation May 2014 - Present
E*TRADE Financial Corporation October 2013 - May 2014
State Farm Insurance October 2012 - October 2013
CPR® Cell Phone Repair October 2012 - October 2013
Education
Auburn University 2008 — 2012
Bachelor of Arts (B.A.), Public Administration
FutureAdvisor - Investment Management for Everyone (We're Hiring!) July 2015 - Present
E*TRADE Financial Corporation December 2014 - July 2015
Charles Schwab & Co., Inc October 2011 - December 2014
Charles Schwab & Co., Inc January 2011 - October 2011
Charles Schwab & Co., Inc October 2008 - December 2010
Charles Schwab & Co., Inc August 2007 - October 2008
Skills
Retirement Planning, Investments, Series 63, Asset Allocation, Wealth Management, Mutual Funds, Uniform Combined State..., FINRA, Equities, Investment Strategies, ETFs, Investment Advisory, Certified Financial..., Retirement, Series 7, Series 66, Series 9/10, Portfolio Management, Financial Services, Fixed Income, Insurance
Education
Arizona State University
Bachelor of Interdisciplinary Studies, Business & Economics
E*TRADE Financial Corporation January 2010 - Present
KPMG LLP September 2008 - September 2009
American Pools Co June 2008 - August 2008
KPMG LLP June 2007 - August 2007
Skills
SOX, Accounting, Accounts Receivable, Auditing, Inventory Management, Customer Relations, Profit, Customer Service, Audit, Internal Controls, SEC reporting, General Ledger, Internal Audit, Financial Reporting, Balance, Consolidation, Accounts Payable, Financial Analysis, GAAP, Revenue Recognition, Reconciliation, Financial Accounting, Compliance, Excel, Account Reconciliation, Sarbanes-Oxley Act
Education
University at Albany, SUNY 2005 — 2008
Bachelor of Science, Accounting
Baruch College 2004 — 2005
TIAA-CREF January 2015 - Present
E*TRADE Financial Corporation February 2006 - December 2014
E*TRADE Financial Corporation July 2004 - February 2006
Skills
Long Term Relationship..., Retirement Planning, Series 63, Financial Planning, Asset Management
Education
California State University-Chico 1999 — 2004
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Goldman, Sachs & Co. June 2014 - Present
E*TRADE Financial Corporation May 2014 - June 2014
E*TRADE Financial Corporation November 2010 - May 2014
Morgan Stanley Smith Barney April 2009 - November 2010
Feldman Weinstein & Smith LLP 2008 - 2009
Brown Brothers Harriman January 2008 - May 2008
DTCC June 2006 - May 2008
New-York Historical Society May 2004 - August 2005
Brandeis University January 2003 - May 2003
Skills
Regulatory Analysis, Enterprise Risk..., Compliance, Due Diligence, Regulatory Submissions, Securities, Corporate Law, AML, FINRA, Financial Risk, KYC, Alternative Investments, Securities Regulation, Financial Regulation, Private Placements, Finance, Trading, Corporate Governance, Legal Compliance, SOX Compliancy, SEC filings, Financial Services, Sarbanes-Oxley, Regulatory Documentation, Stock Market, Anti Money Laundering
Education
Brooklyn Law School 2005 — 2008
Juris Doctor, Law
Brandeis University 2001 — 2005
Bachelor's, History
Midwood 1997 — 2001
E*TRADE Financial Corporation April 2015 - Present
E*TRADE Financial Corporation November 2013 - April 2015
Havas Media April 2013 - August 2013
Havas Media (formerly Media Contacts) September 2011 - March 2013
Gemvara November 2010 - May 2011
Genzyme June 2010 - July 2010
Skills
Marketing, SEO, Strategy, Digital Media, Competitive Analysis, Online Advertising, Media Planning, Digital Marketing, Media Buying, DoubleClick, comScore, Display Advertising, Digital Strategy, Marketing Strategy
Education
Bentley University 2007 — 2011
Bachelor of Science, Marketing, Media Arts and Society
Lorenzo De Medici 2010 — 2010
E*TRADE Financial Corporation May 2014 - Present
PacingTech Consulting, LLC June 2011 - May 2014
ASI Government January 2010 - June 2011
ICOR Partners, LLC August 2005 - January 2010
Booz Allen Hamilton April 2003 - August 2005
OPNET Technologies September 2001 - April 2003
Sega of America, Inc. June 1999 - June 2000
Miller Freeman - Embedded Systems Programming magazine January 1995 - June 1999
Skills
Enterprise Architecture, IT Strategy, SDLC, Product Management, Strategic Planning, PMP, Project Portfolio..., Systems Engineering, Process Improvement, Strategy, Business Transformation, Software Project..., Video Production, CMS, Content Management..., IT Governance, Data Governance
Education
University of Pennsylvania 2000 — 2001
Master's Degree
Brown University 1989 — 1993
Bachelor's Degree
Duff & Phelps September 2015 - Present
E*TRADE Financial Corporation 2014 - 2015
Reed Elsevier October 2012 - November 2014
McGraw-Hill Companies October 2006 - September 2012
The Home Depot August 2004 - September 2006
Pfizer June 1999 - June 2004
Kwasha Lipton (PwC) 1993 - 1999
Skills
Performance Management, Human Resources, Deferred Compensation, Talent Management, Leadership Development, Recruiting, Organizational..., Process Improvement, Strategic Planning, Executive Coaching, Compensation..., Compensation, Management, Personnel Management, Applicant Tracking..., Leadership, Analytics, Pension Administration, Compensation Structures, Organizational..., HRIS, Human Capital Management, Statistics, Actuarial Science, Sales Compensation..., Compensation Strategy, Benefits Administration, Presentation Skills, Presentation Coaching, Change Management, Salary Benchmarking, Relationship Building, Employee Relations, Employee Benefits, Strategy, Training, Succession Planning, Onboarding, Organizational Design, Employee Engagement, Coaching, Project Management, Career Development, Consulting, Team Building, Training, Workforce Planning, Interviews
Education
World at Work 2010 — 2015
Certified Compensation Professional, Compensation
City University of New York-Baruch College 1988 — 1991
BS, Actuarial Science
E*TRADE Financial Corporation February 2015 - Present
Ammirati October 2013 - February 2015
Brookdale Community College September 2013 - December 2013
Kollins Communications, Inc. March 2013 - August 2013
The Gate Worldwide January 2013 - March 2013
FOMO September 2011 - August 2012
California College of the Arts September 2010 - May 2012
California College of the Arts September 2011 - December 2011
Rutgers University Press September 2008 - December 2008
A&M/Octone Records May 2008 - August 2008
Skills
Adobe Creative Suite, Adobe Acrobat, Mac OS X, MS Office, PC, Basic HTML, Letterpress, Screen Printing, Book Binding, OS X, Microsoft Office, Interaction Design, Graphic Design, User Experience, Concept Design, Web Design, Bookbinding, Layout, InDesign, Logo Design
Education
California College of the Arts 2010 — 2012
MFA, Design
Rutgers University-New Brunswick 2005 — 2009
BFA, Graphic Design
Fidelity Investments March 2015 - Present
E*TRADE Financial Corporation February 2014 - March 2015
Excel-arate November 2013 - April 2014
Macy's 2013 - February 2014
Macy's - Logistics and Operations 2012 - 2013
Avercast LLC 2012 - 2012
American Income Life 2011 - 2012
BYU-Idaho 2011 - 2011
Select Staffing 2010 - 2011
The Church of Jesus Christ of Latter Day Saints 2008 - 2010
Education
Brigham Young University - Idaho 2010 — 2013
BS, Business Finance, 3.65
Brigham Young University 2010 — 2011
Accounting
Inglemoor High School 2003 — 2007
High School Diploma, General
E*TRADE Financial Corporation August 2014 - Present
Fiserv October 2013 - July 2014
Morgan Stanley Investment Management March 2006 - October 2013
Linens N Things March 2004 - March 2006
Ikea Stores January 2003 - March 2004
Target Stores January 2000 - January 2003
Fleet Bank January 1999 - January 2000
Skills
Retail, Team Building, Receiving, Management, Training, Financial Analysis, Finance, Corporate Actions, Settlement, 401k, Analysis, Budgets, Accounting, Account Reconciliation, Portfolio Management, Trading, Asset Management, Financial Services, Asset Allocation, Banking, Investments, Electronic Trading, Team Leadership, Financial Reporting, Time Management, Mutual Funds, Access, Process Improvement, FINRA, Back Office, Microsoft Excel, Due Diligence, Financial Modeling, Business Analysis, Strategy, Cash Management, Operational Risk..., Relationship Management, Internal Audit, Leadership, Auditing, Business Process..., Operations Management
Education
Saint Peter's University
Master of Business Administration (MBA), Finance, General
Berkeley College
B.S. Business Administration, Management
E*TRADE Financial Corporation September 2013 - Present
Burnham Gibson Financial Group June 2007 - September 2013
Fabian Financial 2000 - 2007
Education
California State University-Long Beach 2004 — 2007
BS, Business
E*TRADE Financial Corporation March 2015 - Present
E*TRADE Financial February 2013 - Present
Brokers International Financial Services, LLC November 2010 - January 2013
Owen Financial Services July 2007 - January 2013
Mutual of Omaha February 2010 - October 2010
Wells Fargo August 2008 - January 2010
Wells Fargo Investments August 2008 - January 2010
Wells Fargo Financial July 2007 - July 2008
Enterprise Rent a Car July 2003 - June 2007
NOAA Fisheries OLE January 2002 - May 2002
Skills
Strategic Financial..., Wealth Management, Investments, Insurance, Retirement Planning, Financial Services, Series 7, Public Speaking, Relationship Management, Estate Planning, Recruiting, Sales, Training, Registered Investment..., Retirement, Financial Analysis, Fixed Annuities, Indexed Annuities, Life Insurance, Securities, Mutual Funds, Strategic Planning, Series 66, Wealth Planner, Wealth Advisor
Education
American University
Bachelor’s Degree, Communications, Economics
Palo Alto High School
E*TRADE Financial Corporation April 2015 - Present
S&P Capital IQ November 2014 - April 2015
Our Man In Havana September 2014 - November 2014
Edelman September 2014 - September 2014
Hunter Public Relations June 2012 - August 2014
Manhattan Marketing Ensemble : MME March 2012 - May 2012
White & Case November 2011 - February 2012
Time Warner Cable November 2011 - November 2011
Reflex Group November 2011 - November 2011
SYPartners October 2011 - October 2011
Skills
InDesign, Typography, Graphic Design, Art Direction, Adobe Creative Suite, Branding & Identity, Creative Direction, Logo Design, Brochures, Layout, Illustrator, Corporate Branding, Corporate Identity, Brand Development, Mac, Social Media
Education
Boston University 2004 — 2008
Bachelor of Science (B.S.), Advertising
YOGASMOGA June 2015 - Present
Grand Marketing, LLC January 2009 - Present
E*TRADE Financial Corporation January 2004 - January 2009
J. Walter Thompson Worldwide 2000 - 2004
Citi 1998 - 2000
Grey Group 1996 - 1998
Skills
Account Management, CRM, Business Development, Social Media, B2B, Lead Generation, Advertising, Digital Marketing, Direct Marketing
Education
Boston University
Master's degree, Public Relations, Advertising, and Applied Communication
Old Dominion University
Bachelor's degree, Marketing
E*TRADE Financial Corporation June 2015 - Present
PayPal August 2013 - April 2015
PayPal November 2008 - July 2013
PayPal March 2008 - November 2008
Avago Technologies 2005 - 2007
Agilent Technolgoies November 2000 - December 2005
HEWLETT PACKARD July 1999 - November 2000
Skills
Cross-functional Team..., Program Management, Management, Product Management, Project Management, Strategy, Strategic Partnerships, Product Development, Training, Leadership, Change Management, Employee Training, Product Marketing, Mobile Devices, Analytics, Marketing, Sales, Quality Assurance, Coaching, Integration, Instructional Design, Start-ups, Agile Methodologies, Business Development, SaaS, Technical Training, Salesforce.com, Mobile Payments, Team Leadership, Negotiation, Competitive Analysis, Business Strategy, E-Learning, Consulting, E-commerce, Learning Management..., Enterprise Software, Vendor Management, Learning Management, Cloud Computing, Strategic Planning, Instructional Designer, Training Manager, Go-to-market Strategy, Process Improvement, Professional Services, Project Planning, Business Process..., Customer Service, Instructional
Education
California Polytechnic State University-San Luis Obispo
Bachelor's Degree, Concentration, Private/Commercial Management, Minor in Psychology
Palm Springs High School
E*TRADE Financial Corporation May 2015 - Present
E*TRADE Financial Corporation March 2011 - May 2015
Georgia Department of Human Services January 2006 - March 2011
Citi Mortgage (Ameriquest Mortgage Company) January 2004 - January 2006
University of Illinois August 2002 - January 2004
CVS Caremark Corporation (Advance PCS) October 2001 - April 2002
Arthur Andersen Business Consulting March 2000 - August 2001
KPMG (KPMG Consulting) February 1999 - February 2000
Everis (DMR Consulting) December 1997 - February 1999
AT&T Solutions - Systems Integration March 1996 - May 1997
Skills
Data Modeling, Data Warehousing, ETL, Database Design, Oracle, Erwin, Business Intelligence, Business Analysis, Data Warehouse..., Databases, Sybase, Database Administration, Data Architecture, Informatica, SQL, SDLC, Requirements Gathering, DDL, Dimensional Modeling, Logical Data Modeling, Physical Data Modeling, Data Analysis, Enterprise Architecture, Microsoft SQL Server, DB2, OLAP, Database Development, SQL Tuning, Performance Tuning, Data Migration, Requirements Analysis, Software Quality...
Education
RTTS - Real-Time Technology Solutions, Inc. 2015 — 2015
Data Warehouse Testing Immersion Certificate
Duke University Management Training/Corporate Education Group 2014 — 2014
Online Business Analysis Certificate, Business Analysis
The Inteq Group, Inc. 2011 — 2011
Business Systems Analysis Certificate, Business Systems Analysis + Business Process Management
The University of Dallas
Master of Management, Management Information Systems
Ball State University
MBA, Business Administration
University of Southern California
B.S., Industrial & Systems Engineering
William J Palmer High School, Colorado Springs, CO
Diploma
Wayne High School, Huber Heights, OH
E*TRADE Financial Corporation May 2014 - Present
Experian Marketing Services June 2012 - April 2014
Conde Nast May 2008 - June 2012
Octagon September 2007 - December 2007
Pratt and Whitney, United Technologies 2006 - 2007
Skills
Online Marketing, Digital Marketing, Campaign Optimization, E-commerce, Creative Development, Digital Media, Social Media, Online Campaign..., Strategic Creative..., Online Marketing..., Email Marketing, Web Marketing, Blogging, Creative Direction, Marketing, Marketing Strategy, Web Analytics, Mobile Marketing, Google Analytics, Program Management, Digital Strategy, Data Segmentation, Online Publishing, Strategy
Education
American University 2004 — 2008
BSBA, Marketing, International Management
SKEMA Business School 2006 — 2006
E*TRADE Financial Corporation June 2014 - Present
Charles Schwab January 2004 - June 2014
SoundView Technology Group October 2002 - January 2004
Mentor Communications Group September 2000 - October 2002
GE Capital July 1998 - September 2000
Skills
Employee Relations, Management, Mergers & Acquisitions, Talent Management, Deferred Compensation, Employee Engagement, Human Resources, Customer Service, Onboarding, Strategy, Performance Management, Succession Planning, Financial Services, Leadership, Project Management, Change Management
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1985 — 1988
J.D.
New York University - Leonard N. Stern School of Business 1981 — 1985
Bachelor of Science (B.S.), Bachelor of Science (B.S.), Finance and International Business
Rachel L. Carson Intermediate School
E*TRADE Financial Corporation February 2014 - Present
Bank of America May 2012 - September 2013
Bank of America November 2007 - May 2012
Fannie Mae Foundation April 1999 - April 2007
Coalition for Nonprofit Housing Development 1995 - 1999
Skills
Affordable Housing, Mortgage Lending, Strategic Planning, Corporate Finance, Grants, Management, Community Outreach, Leadership, Community Development, Strategy, Government, Nonprofits, Policy, Marketing Strategy, Credit, Program Management, Fundraising, Public Speaking, Program Development
Education
Boston University
Master
Sarah Lawrence College
E*TRADE Financial Corporation April 2014 - Present
E*TRADE Financial Corporation April 2010 - March 2014
E*TRADE Financial Corporation October 2005 - March 2010
Harris Direct 2002 - 2005
CSFB Direct 2001 - 2002
DLJDirect 1998 - 2000
UJA-Federation 1993 - 1995
Skills
Financial Services, Banking, Securities, Series 7, Process Improvement, Leadership, Risk Management, Vendor Management
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Securities Industry Institute
Baruch College, City University of New York (CUNY)
E*TRADE Financial Corporation 2014 - Present
Fannie Mae January 2014 - April 2014
Freddie Mac July 2013 - December 2013
E*TRADE Financial November 2007 - May 2013
Fannie Mae August 2005 - November 2007
AOL May 2004 - August 2005
Freddie Mac May 2000 - May 2004
Skills
Agile Methodologies, Data Warehousing, ETL, Unix, DB2, Ab Initio, Perl, Unix Shell Scripting
Education
Marymount University 1998 — 2000
Master of Science (MS), Information Technology
Symbiosis Institute of Business Management
Business Administration and Management, General
Ameriprise Financial Services, Inc. August 2014 - Present
Merrill Edge October 2011 - August 2014
E*TRADE Financial Corporation May 2011 - September 2011
VALIC February 2008 - May 2011
Ameriprise Financial Services, Inc. January 2005 - November 2007
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1991 — 1997
E*TRADE Financial Corporation March 2015 - Present
KCG Holdings, Inc. (formerly known as Knight Capital Group, Inc.) June 2010 - February 2015
HSBC November 2008 - March 2010
Bank of America July 2007 - August 2008
Mayer, Brown, Rowe & Maw LLP February 2006 - February 2007
Weil Gotshal and Manges February 2005 - February 2006
Cadwalader Wickersham and Taft September 2003 - February 2005
New York County District Attorney's Office 1999 - 2000
Bayerische Landesbank 1998 - 1999
Fitch Ratings 1996 - 1998
Skills
Securities Regulation, ISDA, Securities, Securitization, Hedge Funds, Derivatives, Fixed Income, Structured Finance, FINRA, Capital Markets, Equities, Private Equity, Credit Derivatives, Options, Corporate Governance, Corporate Law, Risk Management
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2000 — 2003
JD
Cornell University 1992 — 1996
BS, Industrial and Labor Relations
Saddle River Day School 1988 — 1992
E*TRADE Financial Corporation November 2014 - Present
Apex Clearing February 2006 - April 2013
Ridge Clearing 2006 - 2010
TD March 2000 - September 2003
Merrill Lynch June 1994 - March 2000
Skills
Options, Equities, Securities, Back Office, Risk Management, Electronic Trading, SQL, Service Delivery, Visio, Trading Systems, Client Liaison, Data Analysis, Middle Office, Process Improvement, Disaster Recovery, Product Development, Access Database, Prime Brokerage
Education
City University of New York-Baruch College 2000 — 2000
Continuing Education
City University of New York-Baruch College 1990 — 1994
Bachelor of Science (BS), Computer and Information Systems Security/Information Assurance
E*TRADE Financial Corporation July 2014 - January 2015
Hewlett-Packard, via ObjectWin Technology July 2013 - May 2014
Microsoft, via Yoh Services July 2012 - July 2013
TransitAmerica 2011 - 2012
Rosendin Electric, Inc. April 2008 - February 2010
Eagle Environmental Construction, Inc. February 2005 - December 2007
Versata, Inc January 2002 - June 2002
Sybase, Inc. May 1996 - September 2001
Sybase, Inc May 1996 - September 2001
Sybase, Inc May 1996 - September 2001
Skills
Administration, SharePoint, PowerPoint, Windows, Microsoft Office, Customer Relations, Lotus Notes, Customer Service, Documentation, Event Management, Excel, Team Building, Outlook, Word, Social Media, Event Planning, Photoshop, Purchasing, Software Documentation, System Administration, Microsoft Word, Microsoft Excel, Interviews, Administrative..., Visio, Human Resources
Education
California State University-East Bay 2000 — 2000
Heald Business College 1981 — 1984
Business Administration Associate Degree
High School
San Francisco State University
Business Administration
E*TRADE Financial Corporation May 2014 - Present
E*TRADE Financial July 2009 - Present
E*TRADE Financial November 2007 - Present
GENPACT September 2006 - November 2007
GE Capital International Services June 2003 - September 2006
ITTI LTD 2001 - 2003
Skills
Vendor Management, Data Warehousing, Solution Architecture, Analytics, Management, Business Intelligence, Business Analysis, Leadership, SDLC, Business Process..., Program Management, Data Modeling, ERP, Enterprise Software, Resource Management, Enterprise Architecture, IT Strategy, CRM, PMP, SaaS, Agile Methodologies, Project Portfolio..., Cloud Computing, Requirements Analysis, Outsourcing, Software Project..., Software Documentation, Business Process, Requirements Gathering, Team Leadership, PMO, Agile Project Management, Pre-sales, ETL
Education
Bangalore University
Marriott School of Management , BYU August 2014 - Present
Walmart June 2015 - August 2015
A&H Investments and Consulting April 2012 - June 2014
Goldman Sachs October 2011 - April 2012
Beneficial Life December 2009 - June 2010
Interbank FX August 2008 - January 2010
E*TRADE Financial Corporation June 2006 - July 2008
Skills
Microsoft Excel, Options Strategies, SQL, Financial Services, Customer Service, Business Analysis, Statistics, Futures Trading, Currency Futures, Fundamental Analysis, Technical Analysis, Equity Derivatives, Microsoft Word, PowerPoint, Budget Monitoring, Growth Investing, Equities, Commodity, Investments, Financial Analysis, Data Analysis, Management
Education
Brigham Young University 2014 — 2016
Master of Business Administration (MBA), Logistics, Materials, and Supply Chain Management
University of Utah 2005 — 2010
Bachelor of Science (B.S.), Economics, 3.45
loanDepot January 2010 - Present
LendingTree 2002 - 2007
E*TRADE Financial Corporation January 1994 - October 2001
Skills
Mortgage Banking, Leadership, Loan Origination, Residential Mortgages, Refinance, Credit, Mortgage Lending, FHA, Loans, Real Estate, Loan Servicing, Investment Properties, Sales Management, New Business Development, Strategic Planning, Reverse Mortgages, Customer Service, Financial Analysis, Sales, Finance, Loss Mitigation, Team Building, Management, Start-ups, Marketing, Investments, Business Strategy, Financial Modeling, Wall Street, Real Estate Financing, Marketing Strategy, Corporate Finance, Marketing Management, Strategic Leadership, Customer Acquisition, REO, Strategic Consulting, Mortgage Industry, Mortgage Marketing
Education
California State University, Fresno 1983 — 1986
Bachelor of Business Administration (BS)
E*TRADE Financial Corporation August 2015 - Present
BNY Mellon April 2014 - February 2015
Russell Investments March 2010 - April 2014
Merrill Lynch March 2008 - March 2010
Merrill Lynch July 2005 - March 2008
Deutsche Bank December 2000 - May 2005
Morgan Stanley 1994 - 2000
Skills
Integration, Enterprise Architecture, Electronic Trading, Business Analysis, Agile Methodologies, Leadership, Trading Systems, Architecture, Risk Management, Business Intelligence, Fixed Income, Derivatives, IT Management, Software Project..., IT Strategy, Program Management, Management, SDLC, Vendor Management, Equities, Market Data, Architectures
Education
Columbia University in the City of New York 1990 — 1994
Ph.D., Computer Science
Brandeis University 1980 — 1984
BA, Physics and Computer Science
E*TRADE Financial Corporation May 2015 - Present
E*TRADE Financial December 2013 - Present
E*TRADE Financial December 2011 - December 2013
Capital One August 2010 - December 2011
MicroStrategy September 2008 - July 2010
Etrade Financial November 2007 - September 2008
American Savings Bank October 2002 - July 2007
Skills
Cash Management, Treasury Management, Treasury, Capital Markets, Forecasting, Project Management, Payments, Cash Flow Forecasting, Internal Controls, Risk Management, Financial Risk
Education
Ateneo de Manila University 1994 — 1998
Bachelor, Management Economics
E*TRADE Financial November 2009 - Present
NASPP - Los Angeles Chapter 2014 - 2015
NASPP - Los Angeles Chapter 2014 - 2015
E*TRADE Financial Corporation 2009 - 2015
E*TRADE Financial Corporation 2009 - 2015
Macy's West 2006 - November 2009
Macys 2006 - 2008
Robinsons-May 2004 - 2006
Skills
Hold Series 7, Series 63, Management, Leadership, Risk Management, Budgets, Marketing, Forecasting, Cross-functional Team..., Project Management, Strategic Planning
Education
California State University-Chico 1999 — 2003
BS, Finance, Economics
Apple April 2014 - Present
VMware April 2013 - March 2014
E*TRADE Financial Corporation April 2010 - March 2013
LogLogic Inc August 2009 - March 2010
Macy's Inc March 2009 - August 2009
Serus Corporation May 2006 - February 2009
VISA April 2005 - April 2006
Scalar Soft Inc May 2003 - April 2005
Kedia Infotech Ltd September 1999 - May 2003
Skills
Spring, Java Enterprise Edition, Tomcat, Java, SOA, Web Services, Software Development, Agile Methodologies, Hibernate, REST, Design Patterns, XML, SOAP, AJAX, Unix, Requirements Analysis
Education
Andhra University 1996 — 1999
Master's degree, Computer Science
Andhra University 1993 — 1996
Bachelor's Degree, Electrical and Electronics Engineering
E*TRADE Financial Corporation July 2014 - Present
JPMorgan Chase September 2011 - July 2014
JPMorgan Chase January 2010 - August 2011
John Thomas Financial April 2009 - August 2009
Opal Financial Group September 2006 - March 2008
Skills
Series 7, Series 63
Education
Amherst College
BA, Political Science, Religion
Auto-Chlor System October 2014 - Present
Allied Packing & Supply June 2010 - May 2014
Pacific Coast Canvas March 2001 - May 2010
E*TRADE Financial Corporation September 1997 - March 2001
John Hancock Financial Services June 1995 - September 1997
Skills
Business Development, Customer Service, Sales, ERP Software, Account Management, Team Management, Purchasing, Vendor Relationships, Supplier Negotiation, Customer Acquisition, Customer Retention, Direct Sales, Sales Process, Solution Selling, Start-ups, Team Building, Coaching, Salesforce.com
Education
California State University-Sacramento
Business Administration and Management, General
University of Connecticut
E*TRADE Financial Corporation September 2015 - Present
Royal Bank of Canada Wealth Management June 2010 - April 2015
J.P. Morgan March 2008 - June 2010
Bear Stearns January 2007 - March 2008
E*TRADE Financial February 2006 - December 2006
Harrisdirect LLC February 2004 - January 2006
PC Financial Network (a division of Pershing LLC) / DLJdirect LLC / CSFBdirect LLC July 1993 - February 2004
Skills
Series 7, FINRA, Investments, Securities, Financial Services, Management, Equities, Series 63, Trading, Fixed Income, Series 24, Mutual Funds, Hedge Funds, Alternative Investments, Capital Markets, Options, Asset Management, Portfolio Management, Derivatives, Risk Management, Customer Service, Ablity to manage..., Detail-oriented, driven..., ability to work..., Strong work ethic, Trade Compliance, Regulatory Compliance, Compliance Oversight, KYC, CIP, Anti, Surveillance
Education
Saint Peter's University 2000 — 2003
Master of Business Administration (MBA), Finance & International Business
Boston College 1989 — 1993
Bachelor of Science (BS), Marketing
Fidelity Investments June 2015 - Present
E*TRADE Financial Corporation March 2014 - June 2015
Merrill Lynch December 2011 - May 2014
Salesforce.com June 2011 - October 2011
Silicon Valley Capital Management October 2009 - November 2010
Skills
Finance, Management, Analysis, Portfolio Management, Financial Analysis, Microsoft Office, Sales, Equities, Investments, Financial Modeling
Education
San Jose State University 2009 — 2011
BS, Economics, Business Management
Cabrillo College 2007 — 2009
AA, Business Administration
E*TRADE Financial Corporation March 2011 - February 2015
JPMorgan Chase & Co. March 2010 - March 2011
Sovereign Investment Group, LPL March 2009 - March 2010
AIG VALIC Financial Services October 2003 - March 2009
Morgan Stanley January 2000 - October 2003
The Citadel Group December 1998 - November 1999
MHMR of Tarrant County June 1991 - December 1998
Primerica June 1996 - June 1998
Abilene Regional MHMR June 1989 - June 1991
Skills
Employee Benefits, Program Management, Business Development, Financial Management..., Marketing Strategy, Financial Services, Relationship Management, Wealth Management, Financial Planning, Investment Advisory, Retirement Planning, Investments, Insurance, Disability Insurance, Health Insurance, Sales Presentations, Presentation Skills, Retirement, Mutual Funds, Financial Advisory, Fixed Annuities, Strategic Planning
Education
Abilene Christian University 1984 — 1988
Bachelor's Degree
Burleson High School 1980 — 1984
Social Security Administration April 2013 - Present
Social Security Administration April 2011 - April 2013
Social Security Administration April 2010 - April 2011
Social Security Administration December 2006 - April 2010
Social Security Administration September 2004 - December 2006
Social Security Administration July 2002 - September 2004
E*TRADE Financial Corporation December 2001 - February 2002
AIG Advisor Group (subsidaries VALIC and Gateway Investments, LLC September 2000 - November 2001
Skills
Customer Service, Project Management, Process Improvement, Program Evaluation, Team Building, Program Development, Cross-functional Team..., Operational Management, Political Negotiation, Exectuive Management, Operational Policy..., Public Speaking, Federal Government, Local Government, Nonprofits, Financial Sales, CRM, Analysis, Community Outreach, Government, Labor Relations, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, Negotiation, Operations Management, Organizational..., Policy, Politics, Program Management, Research, Strategic Planning, Policy Analysis, Sales Finance, Leadership Development, Training, Strategy, Change Management, Fundraising
Education
University of Maryland College Park 2014 — 2015
Executive Master, Public Management
California State University-Sacramento
Bachelor of Arts (B.A.), Spanish Language and Literature, Economics
Netapp April 2015 - Present
Nationstar Mortgage November 2014 - April 2015
Dean Foods July 2014 - October 2014
Taylor Publishing Company February 2014 - June 2014
Bank of America March 2011 - June 2014
BNSF Railway November 2013 - January 2014
Coca-Cola Enterprises July 2012 - October 2013
HomeDepot 2009 - 2011
E*TRADE Financial Corporation March 2010 - April 2010
Dell October 2009 - February 2010
Skills
SAN, Storage, NAS, Disaster Recovery, Solaris, Virtualization, Storage Area Networks, Storage Virtualization, Brocade, EMC Storage, Fibre Channel, Data Center, VMware ESX, High Availability, VMware, Business Continuity, Servers, Enterprise Storage, NetApp Filers, Dell Compellent, Cisco Technologies
Education
Fairleigh Dickinson University-Metropolitan Campus 2007 — 2009
Master's degree, Computer Engineering, 3.9
Anna University 2002 — 2006
Bachelor's Degree, Electrical and Electronics Engineering, 3.6
E*TRADE Financial Corporation June 2014 - Present
Fidelity Investments June 2011 - January 2013
Harland Clarke June 2010 - June 2011
The Buckle June 2008 - August 2008
Terra Sol May 2007 - August 2007
Skills
Customer-focused Service, Series 7, Series 63, Mutual Funds, Microsoft Excel, Trading, Stockbroking, Selling, ETFs, Stocks, Finance, Customer Service, Leadership, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Research, Marketing, Marketing Research, Securities, Equities
Education
Utah Valley University 2008 — 2010
Bachelor of Science (B.S.), Business Management
Brigham Young University 2004 — 2008
Bachelor of Arts (B.A.), Latin American Studies
Oregon culinary
Associate of Arts (AA), Culinary Arts/Chef Training
McGovern Legal Services July 2015 - Present
NJ Division of Law Volunteer Associates in Public Service Program - Securities Fraud Prosecution January 2015 - June 2015
Volunteer Lawyers for Justice October 2014 - December 2014
Morgan Stanley January 2007 - August 2014
AXA Advisors August 2006 - December 2006
Budd Larner, P.C. June 2006 - August 2006
E*TRADE Financial Corporation October 1999 - June 2006
Bank of America May 1998 - October 1999
US Army September 1986 - August 1996
Skills
Securities, Financial Analysis, Investment Brokerage, Financial Services, Capital Markets, Public Speaking, Corporate Finance, Private Equity, Legal Writing, Intellectual Property, Hedge Funds, Litigation, Legal Research, Research, Contract Negotiation, Program Management, Commercial Litigation, Corporate Governance, Negotiation, Cross-functional Team..., Courts, Civil Litigation, Appeals, Corporate Law, Arbitration, Analysis, Westlaw, Mediation, Management, Finance, Licensing, Legal Assistance, Criminal Law, Trials, Real Estate, Financial Risk, Financial Planning, Leadership, Due Diligence, Risk Management, Equities, Financial Reporting
Education
Rutgers University School of Law - Newark 2003 — 2007
JD, Law
Binghamton University - School of Management 1996 — 1998
BS, Finance & Management
Hanging Out Your Shingle
Mediation
Mediation
Mediation
Mediation Training
E*TRADE Financial Corporation March 2015 - July 2015
Hunton & Williams LLP December 2008 - April 2014
Seyfarth Shaw LLP 2006 - 2008
Standard Parking Corp. April 2004 - September 2005
Sachnoff & Weaver, Ltd. (now Reed Smith) October 2003 - April 2004
Kirkland & Ellis LLP July 2000 - September 2003
Akin Gump Strauss Hauer & Feld LLP February 1989 - July 2000
NS&T Bank 1988 - 1989
Northwestern University Dental School 1986 - 1988
Krantzen Studio, Inc. 1983 - 1986
Skills
Westlaw, Patent Litigation, Legal Research, Litigation Support, Document Review, Product Liability, Legal Writing, Trials, Litigation, Pleadings, Commercial Litigation, Civil Litigation, Corporate Law, Intellectual Property, Legal Assistance, Lexis, Courts, Appeals, Arbitration, Employment Law, Corporate Governance, Litigation Management, Trademarks, Paralegal, Writing, Supreme Court, Compliance..., Annual Registration..., ECF Filings, Litigation Case..., Invoice/Budget..., Investigative Skills, PACER, Database Development..., Executive Assistance to..., Project Management, Extensive Calendar..., Marketing Strategy, Marketing Communications, E-Discovery, Document Management, File Management, Creative Writing, Photography
Education
Illinois Wesleyan University 1978 — 1982
BA, English
Roosevelt University 1982 — 1983
Paralegal Certificate, Legal Assistant/Paralegal
Northwestern University 1986 — 1987
Creative Writing; Law
The George Washington University 1988 — 1988
Legal Research and Advanced Professional Studies
Brigham Young University - Idaho 2013 — 2016
BS Business Management, Entrepreneurial Management
E*TRADE Financial Corporation January 2015 - Present
SR Labs June 2010 - December 2014
SR Labs November 2012 - February 2014
Skills
C++, C, Visual Studio, Python, Bash, Vim, Linux, Core Java, C#, WPF, FIX, Market Data, OOP, Awk
Education
Binghamton University 2008 — 2010
Master's Degree, Computer Science
Vishwakarma Institute Of Technology 2004 — 2008
Bachelor's Degree, Computer Science
Deloitte January 2015 - Present
Cognizant Technology Solutions October 2009 - Present
E*TRADE Financial Corporation October 2009 - January 2015
iSOFT September 2008 - September 2009
Skills
Data Warehousing, Business Intelligence, SQL, C, PL/SQL, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, C++, Project Management, MySQL, Windows, Crystal Reports, Data Mining, Financial Reporting, VBA, Cognos, Dashboard Builder, Business Objects, BO Web Intelligence, Oracle SQL Developer, BO we, BO Universe Development, BO Qaaws, QlikView Development, QlikView
Education
Indian Institute of Management, Calcutta 2012 — 2013
Certificate Program on Management of Software Development, Computer Software Engineering
Anna University 2004 — 2008
Bachelor of Engineering (BEng), Electrical and Electronics Engineering
E*TRADE Financial Corporation November 2014 - Present
Bank of America February 2010 - October 2014
Tata Consultancy Services March 2009 - October 2014
Skills
Core Java, PL/SQL, Java Enterprise Edition, Java, JSP, SQL, Hibernate, Struts, JavaScript, Spring, Web Services, XML, HTML, Websphere, J2EE Application..., Maven, SDLC, Tomcat, JUnit, SOAP, Eclipse, REST, Sun Certified Java..., JSON, CSS, Requirements Analysis, Perforce, Jenkins, U build, U deploy, SSH Client, JAXB, XSD, RAD, STS, SoapUI, Selenium, Spring Framework
Education
Sri Padmavati Mahila Viswavidyalayam 2005 — 2008
M.C.A, Computer Software Engineering
Sri Venkateswara University 2002 — 2005
B.Sc, M.S.Cs
Sri siva sai jr college,kaluvoya 1999 — 2001
+2, M.P.C
B.V.N.R.Z.P.H.S,Kaluvoya 1995 — 1999
10th
Cognizant September 2015 - Present
E*TRADE Financial Corporation February 2015 - August 2015
Cognizant Technology Solutions US Corp May 2013 - February 2015
Cognizant Technology Solutions US Corp February 2008 - March 2013
HCL Technologies Ltd January 2005 - February 2008
Skills
Unix, C++, C, Oracle, SOA, Sybase, Perl Script, CORBA, STL, TestNG, JMeter
Education
Anna University 2008 — 2010
MBA, Technology Management
Sri Ramakrishna Engineering College, Bharathiar University, Coimbatore 2000 — 2004
B.E, Computer Science & Engineering
TMHNU Mat Hr Sec School, Theni 1998 — 2000
High School
E*TRADE Financial Corporation June 2015 - Present
Law Office of Sandy Khine February 2010 - March 2015
The Mandalay Group LLC August 2012 - December 2014
Skills
Microsoft Excel, Microsoft Office, Corporate Finance, Creative Writing, Business Writing, Supply Chain Management, Logistics Management, Translation, Interpreting, Microsoft Word, PowerPoint, Investment Analysis, Leadership, Finance, Social Media, Research, Management, Public Speaking, Teamwork, Marketing, Financial Analysis, Social Networking, Data Analysis, Analysis, Investments, Editing
Education
Baruch College 2012 — 2015
Bachelor of Business Administration (B.B.A.), International Business, 3.99/4.0
Northeastern University 2006 — 2008
Bachelor of Business Administration (B.B.A.), Entrepreneurship
E*TRADE Financial Corporation October 2015 - Present
The Home Depot June 2013 - September 2015
Tata Consultancy Services - HomeDepot Atlanta November 2012 - May 2013
Tata Consultancy Services - Chennai November 2008 - November 2011
Skills
Oracle, Requirements Analysis, Java, XML, Flex PLM, PL/SQL, FlexPLM, Camel Integrations, RESTful WebServices, JAX-WS, SOAP, XStream, JAXB, Requirements Gathering, Hibernate, Project Management, Oracle PL/SQL..., Selenium WebDriver, JUnit, Apache Camel, Spring Framework, Solution Architecture, Integration, Core Java, SQL
Education
Anna University 2008 — 2010
MBA, Technology Management
Anna University 2004 — 2008
Bachelor of Engineering, Computer Science
E*TRADE Financial Corporation July 2015 - Present
E*TRADE Financial Corporation July 2014 - July 2015
Polytechnic Institute of New York University September 2013 - May 2014
Brooklyn Public Library September 2010 - May 2014
Amazon May 2013 - August 2013
University of Texas at Arlington June 2012 - August 2012
Research Foundation of CUNY October 2011 - May 2012
Skills
C++, Java, Python, Matlab, LaTeX, Programming, Algorithms, Git, OS X, Linux, SQL
Education
New York University Polytechnic School of Engineering 2012 — 2014
Master of Science (MS), Computer Science, 3.63
City University of New York City College 2011 — 2012
Master of Science (MS), Computer Science
Binghamton University 2007 — 2009
BA, Mathematical Science - Actuarial Science
E*TRADE Financial Corporation May 2015 - Present
Capital One August 2013 - May 2015
Capital One April 2011 - August 2013
Hogan Lovells August 2007 - April 2011
US Securities and Exchange Commission September 2006 - December 2006
EADS North America June 2005 - April 2006
Skills
Securities Offerings, Corporate Law, Securities Regulation, Proxy Statements, Corporate Governance, Mergers, Due Diligence, Mergers & Acquisitions, Equities, Legal Advice, Finance, Risk Management, Securities, Legal Writing, Management, Legal Research
Education
American University, Washington College of Law 2004 — 2007
Juris Doctor
Marquette University 1998 — 2002
Bachelor of Science, Finance
International School of Brussels 1996 — 1998
IB, International Baccalaureate
Frankfurt International School 1994 — 1996
E*TRADE Financial Corporation July 2015 - Present
The University Of Georgia Graduate School June 2014 - June 2015
Student Information Services, EITS, The University Of Georgia June 2013 - May 2014
Enterprise Information Technology Systems, The University of Georgia June 2011 - June 2013
Kroger May 2008 - June 2011
Athens Banner-Herald (Morris Communications, LLC) July 2010 - August 2010
The University of Georgia Sponsored The Archway Partnership Project February 2010 - May 2010
The University of Georgia Team Project for System Analysis and Design Course September 2009 - December 2009
Skills
XML, Programming, MySQL, Java, Web Development, Database Management, JavaScript, CSS, Project Management, Business Intelligence, Python, C++, XSLT, DB2, HTML, VB.NET, Eclipse, Unix Shell Scripting, Red Hat Linux, Perl Script, JSP, jQuery, Tomcat, Subversion, SQL, Oracle, IMS DB/DC, DegreeWorks, Github, CSS3, HTML5, MSSQL, MVC, ASP.NET MVC, AJAX, Scrum, Agile Project Management, BPM, SDLC, Visual Studio, Adobe Creative Suite, AngularJS, Bootstrap
Education
The University of Georgia 2013 — 2015
Master of Internet Technology
The University of Georgia, Terry College of Business 2007 — 2010
Bachelor
Bergen Community College 2003 — 2007
Associate
AIG June 2013 - March 2014
New York Life Insurance Company October 2011 - February 2012
E*TRADE Financial Corporation August 2009 - October 2010
NYLIFE Securities LLC June 1999 - July 2009
Skills
Retirement Planning, Annuities, IRA's, Disability Insurance, College Savings Plans, Personal Planning, Wealth Accumulation, Retirement, Mutual Funds, Insurance Planning, 529 Plans, Mortgage Protection, Annuity, Series 7, Series 63, Term Life Insurance, Whole Life, Roth IRA, Fixed Annuities, IRA Rollovers, Wealth Management, Financial Planning, Key Person Insurance, Investments, Insurance
Education
State University of New York at Binghamton 1987 — 1991
Bachelor of Arts (B.A.), Economics
E*TRADE Financial June 2009 - Present
iDirect May 2007 - June 2009
E*TRADE Financial Corporation February 2005 - February 2007
MCI December 2003 - February 2005
Skills
Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Accounting, Internal Controls, Account Reconciliation, Auditing, Financial Planning, General Ledger, US GAAP, Variance Analysis, Hyperion, Finance, Financial Statements, Oracle Discoverer, Internally Developed..., Oracle Fixed Assets, Oracle Prepaid, Internal Marketing, Internal Financial..., Consolidation Process, Capitalization, Segment P&L Reporting
Education
Keller Graduate School of Management of DeVry University 2013 — 2015
Master of Business Administration (MBA), Finance
Alvernia University 1994 — 1997
Bachelor of Arts (BA), Accounting
VeriSign, Inc. April 2011 - Present
E*TRADE Financial Corporation October 2006 - April 2011
XO Communications March 2000 - September 2006
Teleglobe August 1998 - February 2000
Parsons Corporation June 1997 - July 1998
Sprint August 1991 - April 1997
Citibank (New York State) July 1987 - July 1991
Education
Bryant & Stratton College - Henrietta 1983 — 1984
Associate's degree, Business/Office Automation/Technology/Data Entry
E*TRADE Financial Corporation June 2014 - Present
JPMorgan Chase October 2012 - June 2014
The Law office of Stan G. Horowitz November 2011 - March 2012
Art and Business Council of NY September 2011 - December 2011
Advertising Council January 2011 - May 2011
NYS Office of the Attorney General May 2010 - September 2010
United States District Court, Brooklyn January 2010 - May 2010
Business Integrity Commission September 2009 - December 2009
Community Development Clinic September 2009 - December 2009
Kings County District Attorney’s Office May 2009 - August 2009
Skills
Legal Writing, Civil Litigation, Criminal Law, Trial Advocacy, Public Interest, Commercial Litigation, Legal Research
Education
Brooklyn Law School 2008 — 2011
JD
State University of New York, University at Buffalo 2004 — 2008
Bachelor of Arts, Political Science
E*TRADE Financial Corporation September 2014 - Present
Bank of America July 2010 - Present
Best Buy May 2006 - June 2010
Nordstrom June 2008 - September 2008
Education
California State University-Hayward 2006 — 2014
Bachelor's degree, Business, Management, Marketing, and Related Support Services, 3.26
Snap Marketing May 2015 - Present
House Of Refuge Ministry September 2014 - Present
eVerifile October 2013 - April 2015
Farmers Insurance July 2013 - October 2013
Sacramento Kings May 2013 - July 2013
C2 Consumer Research 2011 - 2011
E*TRADE Financial Corporation November 2007 - February 2008
Wachovia Education Finance Division February 2007 - November 2007
Trendwest Resorts May 2004 - May 2006
Skills
45 WPM, MS Word / Excel /..., Customer Service, Multi-line Phones, Sales, Appointment Setting, Stocking, Cash Handling/ Banking..., Escrow Opening/Closing, Hiring/Training, Faxing/Copying/Emailing/..., Fundraising, Management, Marketing, PowerPoint, Social Media, Leadership, Teamwork, Strategic Planning, Market Research, Project Management, Marketing Strategy, Multi-line Phone
Education
University of Phoenix 2013 — 2017
Bachelor of Science (BS), Human Resources Management and Services
American River College 2008 — 2012
current student, Social Sciences
E*TRADE Financial Corporation October 2014 - Present
Discover Financial Services August 2011 - October 2014
University of Utah Hospitals and Clinics July 2008 - July 2010
Ogden Knights, AIFA Pro Football January 2009 - July 2009
University of Utah - Employment May 2007 - August 2007
PFG Insurance March 2007 - May 2007
IMMCO Inc. October 2006 - March 2007
Skills
Budgets, Customer Service, Data Analysis, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, Process Improvement, Project Management, Public Speaking, Research, Team Leadership
Education
Ave Maria School of Law 2010 — 2011
Banking, Corporate, Finance, and Securities Law
University of Utah 2007 — 2009
BS Economics, BS Anthropology
Missouri State University 2003 — 2003
Anthropology
Eastern Arizona College 2001 — 2002
General Studies