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
E*TRADE Financial Corporation List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at E*TRADE Financial Corporation. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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E*TRADE Financial Corporation Employees
Employee
Years
Job
Industry
Jacqueline Pugliese Jacqueline Pugliese's E*TRADE Financial Corporation Experience September 2015 - Present
Job Senior Marketing Manager at E*TRADE Financial Corporation
Industry Marketing and Advertising
Experience
E*TRADE Financial Corporation September 2015 - Present
E*TRADE Financial Corporation April 2015 - September 2015
E*TRADE Financial November 2013 - April 2015
TheStreet July 2012 - November 2013
TheStreet March 2012 - July 2012
TheStreet February 2010 - March 2012
Skills
Email Marketing, Email Marketing Software, Digital Media, Online Advertising, Mobile Marketing, Content Management, Digital Marketing, HTML emails, Project Management, Social Media, Digital Strategy, Lead Generation, Customer Retention, Marketing, Sales, Copywriting, Management, CRM, Social Media Marketing
Education
Drew University 2005 — 2009
Bachelor of Arts (B.A.), Sociology
E*TRADE Financial Corporation September 2015 - Present
E*TRADE Financial Corporation April 2015 - September 2015
E*TRADE Financial November 2013 - April 2015
TheStreet July 2012 - November 2013
TheStreet March 2012 - July 2012
TheStreet February 2010 - March 2012
Skills
Email Marketing, Email Marketing Software, Digital Media, Online Advertising, Mobile Marketing, Content Management, Digital Marketing, HTML emails, Project Management, Social Media, Digital Strategy, Lead Generation, Customer Retention, Marketing, Sales, Copywriting, Management, CRM, Social Media Marketing
Education
Drew University 2005 — 2009
Bachelor of Arts (B.A.), Sociology
Stewart Gooding Stewart Gooding's E*TRADE Financial Corporation Experience 1998 - 2000
Job National Sales Director Automatic Rollover Program at FPS Trust Company, LLC
Industry Financial Services
Experience
FPS Trust Company, LLC May 2015 - Present
VALIC January 2011 - May 2015
M&I Bank 2005 - January 2011
Asset International, PLANSPONSOR Magazine 2000 - 2005
E*TRADE Financial Corporation 1998 - 2000
Skills
401k, Retirement, Mutual Funds, Investments, Qualified Retirement..., Non-profits, Mergers, Mergers & Acquisitions, Series 63, Employee Benefits, Pensions, Nonprofits, Financial Advisory, Defined Benefit, Series 7, Asset Allocation, Retirement Plan..., Investment Advisory, ERISA, Retirement Planning
Education
College for Financial Planning 1995 — 1998
CFP®, Financial Planning and Services
The College of Idaho
BS, Zoology/Vertebrate Zoology
University of Phoenix
MBA, Finance and Financial Management Services
FPS Trust Company, LLC May 2015 - Present
VALIC January 2011 - May 2015
M&I Bank 2005 - January 2011
Asset International, PLANSPONSOR Magazine 2000 - 2005
E*TRADE Financial Corporation 1998 - 2000
Skills
401k, Retirement, Mutual Funds, Investments, Qualified Retirement..., Non-profits, Mergers, Mergers & Acquisitions, Series 63, Employee Benefits, Pensions, Nonprofits, Financial Advisory, Defined Benefit, Series 7, Asset Allocation, Retirement Plan..., Investment Advisory, ERISA, Retirement Planning
Education
College for Financial Planning 1995 — 1998
CFP®, Financial Planning and Services
The College of Idaho
BS, Zoology/Vertebrate Zoology
University of Phoenix
MBA, Finance and Financial Management Services
Katie Beckmann Katie Beckmann's E*TRADE Financial Corporation Experience October 2005 - June 2007
Job Territory Sales Manager at Quantum
Industry Computer & Network Security
Experience
Quantum December 2014 - Present
Quantum October 2013 - December 2014
Quantum October 2013 - October 2014
Quantum August 2012 - October 2012
Shady Canyon Golf Club August 2010 - August 2012
Shamrock Supply October 2007 - January 2009
First Magnus Financial June 2007 - August 2007
E*TRADE Financial Corporation October 2005 - June 2007
KMSA 91.3 August 2004 - May 2005
KMSA 91.3 "Crying With Katie" September 2002 - May 2005
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Salesforce.com, Oracle Applications, Sales, Sales Operations, Sales Process, Storage, Customer Service, Cloud Computing, Strategic Partnerships, SaaS, Data Center, Direct Sales, Channel Partners, Enterprise Software, Management, Solution Selling, Cold Calling, Virtualization, Account Management, New Business Development
Education
Colorado Mesa University 2001 — 2005
Bachelor of Arts (B.A.), Mass Communication/Media Studies, 3.0
Quantum December 2014 - Present
Quantum October 2013 - December 2014
Quantum October 2013 - October 2014
Quantum August 2012 - October 2012
Shady Canyon Golf Club August 2010 - August 2012
Shamrock Supply October 2007 - January 2009
First Magnus Financial June 2007 - August 2007
E*TRADE Financial Corporation October 2005 - June 2007
KMSA 91.3 August 2004 - May 2005
KMSA 91.3 "Crying With Katie" September 2002 - May 2005
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Salesforce.com, Oracle Applications, Sales, Sales Operations, Sales Process, Storage, Customer Service, Cloud Computing, Strategic Partnerships, SaaS, Data Center, Direct Sales, Channel Partners, Enterprise Software, Management, Solution Selling, Cold Calling, Virtualization, Account Management, New Business Development
Education
Colorado Mesa University 2001 — 2005
Bachelor of Arts (B.A.), Mass Communication/Media Studies, 3.0
Lee Velasco, PMP Lee Velasco, PMP's E*TRADE Financial Corporation Experience August 2013 - August 2015
Job Senior Project Manager
Industry Information Technology and Services
Experience
E*TRADE Financial Corporation August 2013 - August 2015
JK Group, Inc. December 2012 - April 2013
ADECCO USA April 2011 - December 2011
New York Life Insurance January 2001 - February 2011
Computer Horizons Corp. April 1998 - February 2000
MS Millennium October 1997 - April 1998
American International Group November 1996 - October 1997
Metropolitan Life Insurance March 1990 - November 1996
Goldman Sachs August 1984 - March 1990
Unified Information Systems April 1981 - August 1984
Skills
PMP, PMO, IT Management, Portfolio Management, Program Management, SDLC, Insurance, Process Improvement, Business Analysis, Requirements Analysis, Change Management, Vendor Management, Software Project..., IT Strategy, MS Project, Leadership, Lotus Notes, Negotiation, Outsourcing, Quality Assurance, CRM, Management, Project Portfolio..., Governance, Analysis, Business Process..., Business Development, Information Technology, Testing, Consulting, Risk Management, Databases, Business Process, Microsoft Project
Education
PMI 2003 — 2003
Certified PMP, Project Management
Albert Merrill School 1979 — 1980
Certificate, Data Processing and Computer Programming
City University of New York City College 1975 — 1979
BA, Management Information Systems, General
E*TRADE Financial Corporation August 2013 - August 2015
JK Group, Inc. December 2012 - April 2013
ADECCO USA April 2011 - December 2011
New York Life Insurance January 2001 - February 2011
Computer Horizons Corp. April 1998 - February 2000
MS Millennium October 1997 - April 1998
American International Group November 1996 - October 1997
Metropolitan Life Insurance March 1990 - November 1996
Goldman Sachs August 1984 - March 1990
Unified Information Systems April 1981 - August 1984
Skills
PMP, PMO, IT Management, Portfolio Management, Program Management, SDLC, Insurance, Process Improvement, Business Analysis, Requirements Analysis, Change Management, Vendor Management, Software Project..., IT Strategy, MS Project, Leadership, Lotus Notes, Negotiation, Outsourcing, Quality Assurance, CRM, Management, Project Portfolio..., Governance, Analysis, Business Process..., Business Development, Information Technology, Testing, Consulting, Risk Management, Databases, Business Process, Microsoft Project
Education
PMI 2003 — 2003
Certified PMP, Project Management
Albert Merrill School 1979 — 1980
Certificate, Data Processing and Computer Programming
City University of New York City College 1975 — 1979
BA, Management Information Systems, General
Sean Hytry Sean Hytry's E*TRADE Financial Corporation Experience 2006 - 2013
Job Brokerage Manager
Industry Financial Services
Experience
TD July 2013 - Present
E*TRADE Financial Corporation 2006 - 2013
Fidelity Investments September 1996 - March 2003
Skills
Series 24, Series 7, Series 65, Asset Allocation, Investments, Series 63, Mutual Funds, Uniform Combined State..., Securities, Wealth Management, Equities, Executive Management, Trading, FINRA
Education
Westminster College 1993 — 1999
Bachelor's degree, Business Administration and Management, General
Dixie State College 1986 — 1988
Associate's degree, General Studies
Murray High School
TD July 2013 - Present
E*TRADE Financial Corporation 2006 - 2013
Fidelity Investments September 1996 - March 2003
Skills
Series 24, Series 7, Series 65, Asset Allocation, Investments, Series 63, Mutual Funds, Uniform Combined State..., Securities, Wealth Management, Equities, Executive Management, Trading, FINRA
Education
Westminster College 1993 — 1999
Bachelor's degree, Business Administration and Management, General
Dixie State College 1986 — 1988
Associate's degree, General Studies
Murray High School
Ashita Jain Ashita Jain's E*TRADE Financial Corporation Experience August 2014 - December 2014
Job Risk Associate at JPMorgan Chase
Industry Financial Services
Experience
E*TRADE Financial Corporation August 2014 - December 2014
Nomura June 2014 - August 2014
Expedia, Inc. January 2014 - May 2014
Carnegie Mellon University September 2013 - March 2014
GoodLuck Edumedia Pvt. Ltd. August 2012 - February 2013
Nilgiri Infotech May 2012 - July 2012
Skills
Java, MySQL, C++, SQL, C, R, Data Analysis, Data Visualization, Web Analytics, Linux, PHP, Databases, Eclipse, JavaScript, Android, Computer Science, Data Mining, J2EE Application..., Analysis, Database Design, Object Oriented Design, Software Documentation, Scala, IntelliJ IDEA, Sybase SQL Anywhere, Sybase IQ, DB2, Perl Script, PL/SQL, Perl, Java Enterprise Edition
Education
Carnegie Mellon University 2013 — 2014
Master of Information Systems Management
Rajiv Gandhi Prodyogiki Vishwavidyalaya 2009 — 2013
Bachelor of Engineering (B.E.), Computer Science, 81.2%
Agarwal Public School 1995 — 2009
High School
E*TRADE Financial Corporation August 2014 - December 2014
Nomura June 2014 - August 2014
Expedia, Inc. January 2014 - May 2014
Carnegie Mellon University September 2013 - March 2014
GoodLuck Edumedia Pvt. Ltd. August 2012 - February 2013
Nilgiri Infotech May 2012 - July 2012
Skills
Java, MySQL, C++, SQL, C, R, Data Analysis, Data Visualization, Web Analytics, Linux, PHP, Databases, Eclipse, JavaScript, Android, Computer Science, Data Mining, J2EE Application..., Analysis, Database Design, Object Oriented Design, Software Documentation, Scala, IntelliJ IDEA, Sybase SQL Anywhere, Sybase IQ, DB2, Perl Script, PL/SQL, Perl, Java Enterprise Edition
Education
Carnegie Mellon University 2013 — 2014
Master of Information Systems Management
Rajiv Gandhi Prodyogiki Vishwavidyalaya 2009 — 2013
Bachelor of Engineering (B.E.), Computer Science, 81.2%
Agarwal Public School 1995 — 2009
High School
Massod Jamshidi's E*TRADE Financial Corporation Experience October 2014 - Present
Job Financial Services Representative at E*Trade
Industry Financial Services
Experience
E*TRADE Financial Corporation October 2014 - Present
Workplace Options April 2013 - July 2014
NextWave Advocacy, LLC January 2013 - May 2013
Reservoir International June 2011 - August 2012
EXPRESS October 2007 - August 2012
Democratic Party of Georgia September 2008 - December 2008
Skills
Research, Microsoft Office, Community Outreach, Public Speaking, Social Media, Fundraising, Customer Service, Interpreting, Writing, Microsoft Excel, PowerPoint, Microsoft Word, Data Entry, Sales, Farsi, Stata, Teamwork, English, Spanish, Training, DIACAP, Dari, Transcribing, Prezi, Group Projects
Education
George Mason University School of Public Policy 2012 — 2014
MPP, Public Policy Analysis
Emory University 2009 — 2011
Bachelor of Arts (B.A.), Political Science and Government
E*TRADE Financial Corporation October 2014 - Present
Workplace Options April 2013 - July 2014
NextWave Advocacy, LLC January 2013 - May 2013
Reservoir International June 2011 - August 2012
EXPRESS October 2007 - August 2012
Democratic Party of Georgia September 2008 - December 2008
Skills
Research, Microsoft Office, Community Outreach, Public Speaking, Social Media, Fundraising, Customer Service, Interpreting, Writing, Microsoft Excel, PowerPoint, Microsoft Word, Data Entry, Sales, Farsi, Stata, Teamwork, English, Spanish, Training, DIACAP, Dari, Transcribing, Prezi, Group Projects
Education
George Mason University School of Public Policy 2012 — 2014
MPP, Public Policy Analysis
Emory University 2009 — 2011
Bachelor of Arts (B.A.), Political Science and Government
Devin Barker Devin Barker's E*TRADE Financial Corporation Experience October 2013 - June 2014
Job Stock Plan Brokerage Operations Representative III at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments February 2015 - July 2015
Fidelity Investments June 2014 - February 2015
E*TRADE Financial Corporation October 2013 - June 2014
Fidelity Investments December 2012 - May 2013
Zions Bank July 2011 - May 2012
Skills
Mutual Funds, Series 7, Series 63, Retirement, Wealth Management, Investments, Financial Services, Equities, Financial Analysis, Banking, Insurance, Finance, FINRA, Life Insurance, Alternative Investments, Trading, Options, Derivatives, Financial Markets, IRAs, Relationship Management, Investment Strategies, Fixed Annuities, Securities
Education
Capella University 2014 — 2015
Master of Business Administration (MBA), Finance, General
Fidelity Investments July 2015 - Present
Fidelity Investments February 2015 - July 2015
Fidelity Investments June 2014 - February 2015
E*TRADE Financial Corporation October 2013 - June 2014
Fidelity Investments December 2012 - May 2013
Zions Bank July 2011 - May 2012
Skills
Mutual Funds, Series 7, Series 63, Retirement, Wealth Management, Investments, Financial Services, Equities, Financial Analysis, Banking, Insurance, Finance, FINRA, Life Insurance, Alternative Investments, Trading, Options, Derivatives, Financial Markets, IRAs, Relationship Management, Investment Strategies, Fixed Annuities, Securities
Education
Capella University 2014 — 2015
Master of Business Administration (MBA), Finance, General
Tina Hutchins Tina Hutchins's E*TRADE Financial Corporation Experience November 2007 - March 2008
Job Licensed Broker
Industry Financial Services
Experience
Larger Firm November 2010 - Present
First Western Advisors April 2008 - March 2010
E*TRADE Financial Corporation November 2007 - March 2008
Body By Nature, Inc. December 2006 - November 2007
Vitamix, LT Hutchins, Inc. November 1997 - December 2006
Zions Bank October 1994 - October 1997
Skills
Sales, Customer Service, Life Insurance, Marketing, Real Estate, Credit, Investments, Loans, Sellers, Disability Insurance
Education
Dixie State University 1998 — 2000
Associate of Science (A.S.), Nursing
Dixie High School 1979 — 1981
Diploma, Education
Larger Firm November 2010 - Present
First Western Advisors April 2008 - March 2010
E*TRADE Financial Corporation November 2007 - March 2008
Body By Nature, Inc. December 2006 - November 2007
Vitamix, LT Hutchins, Inc. November 1997 - December 2006
Zions Bank October 1994 - October 1997
Skills
Sales, Customer Service, Life Insurance, Marketing, Real Estate, Credit, Investments, Loans, Sellers, Disability Insurance
Education
Dixie State University 1998 — 2000
Associate of Science (A.S.), Nursing
Dixie High School 1979 — 1981
Diploma, Education
Nayantara Mullick's E*TRADE Financial Corporation Experience June 2014 - August 2014
Job Student at Claremont McKenna College
Industry Financial Services
Experience
Claremont McKenna College Student Investment Fund September 2013 - Present
Claremont McKenna College May 2014 - Present
Claremont McKenna College Model United Nations April 2015 - Present
McKenna MUN IV April 2015 - Present
Asia Pacific Investment Partners May 2015 - July 2015
E*TRADE Financial Corporation June 2014 - August 2014
Skills
Public Speaking, Data Analysis, Microsoft Office, PowerPoint, Teamwork, Research, Event Planning, Leadership, Microsoft Excel, Microsoft Word, Social Media, English, Editing, Financial Analysis, Photoshop, Spanish, Facebook, Social Networking, Customer Service, Windows, Strategic Data Analysis, Google Analytics, Google Adwords
Education
Claremont McKenna College 2013 — 2017
Bachelor of Arts (BA), Economics, Government, Leadership
Singapore American School
High School Diploma
Claremont McKenna College Student Investment Fund September 2013 - Present
Claremont McKenna College May 2014 - Present
Claremont McKenna College Model United Nations April 2015 - Present
McKenna MUN IV April 2015 - Present
Asia Pacific Investment Partners May 2015 - July 2015
E*TRADE Financial Corporation June 2014 - August 2014
Skills
Public Speaking, Data Analysis, Microsoft Office, PowerPoint, Teamwork, Research, Event Planning, Leadership, Microsoft Excel, Microsoft Word, Social Media, English, Editing, Financial Analysis, Photoshop, Spanish, Facebook, Social Networking, Customer Service, Windows, Strategic Data Analysis, Google Analytics, Google Adwords
Education
Claremont McKenna College 2013 — 2017
Bachelor of Arts (BA), Economics, Government, Leadership
Singapore American School
High School Diploma
Suresh Payankannur Suresh Payankannur's E*TRADE Financial Corporation Experience January 2008 - December 2010
Job Technology Leader | Director | Architect | Cloud | NoSQL
Industry Computer Software
Experience
LinkedIn July 2014 - Present
Cognizant January 2008 - Present
Apple August 2012 - July 2014
E*TRADE Financial Corporation January 2008 - December 2010
PurpleHome January 2007 - December 2007
Lucida (Fujitsu) August 2001 - January 2007
Imx Inc. June 1996 - August 1999
Berkeley Research & Trading November 1993 - June 1995
Consilium (Applied Materials) November 1992 - November 1993
Skills
Scalability, NoSQL, Neo4j, MongoDB, Distributed Systems, SOA, Enterprise Architecture, Fault Tolerant Systems, Amazon Web Services..., Performance Tuning, Cloud Computing, Agile Project Management, Agile Methodologies, Distributed Team..., Global Delivery, Scrum, Test Driven Development, Continuous Delivery, Java, REST, API Development, Spring, Hibernate, XML, JMX, OOAD, Design Patterns, Mule ESB, JMS, MySQL, WebCenter, ADF, Oracle RAC, C++, Ruby, Python, Linux, Perl, Tomcat, Jetty, PostgreSQL, ActiveMQ, LDAP, SSO, JSON, Ehcache, Oracle Coherence, JBPM, UML, JavaScript
Education
Cochin University of Science and Technology 1987 — 1989
M.Tech, Electronics Engineering
University of Calicut 1982 — 1987
B.Tech, Electrical Engineering
LinkedIn July 2014 - Present
Cognizant January 2008 - Present
Apple August 2012 - July 2014
E*TRADE Financial Corporation January 2008 - December 2010
PurpleHome January 2007 - December 2007
Lucida (Fujitsu) August 2001 - January 2007
Imx Inc. June 1996 - August 1999
Berkeley Research & Trading November 1993 - June 1995
Consilium (Applied Materials) November 1992 - November 1993
Skills
Scalability, NoSQL, Neo4j, MongoDB, Distributed Systems, SOA, Enterprise Architecture, Fault Tolerant Systems, Amazon Web Services..., Performance Tuning, Cloud Computing, Agile Project Management, Agile Methodologies, Distributed Team..., Global Delivery, Scrum, Test Driven Development, Continuous Delivery, Java, REST, API Development, Spring, Hibernate, XML, JMX, OOAD, Design Patterns, Mule ESB, JMS, MySQL, WebCenter, ADF, Oracle RAC, C++, Ruby, Python, Linux, Perl, Tomcat, Jetty, PostgreSQL, ActiveMQ, LDAP, SSO, JSON, Ehcache, Oracle Coherence, JBPM, UML, JavaScript
Education
Cochin University of Science and Technology 1987 — 1989
M.Tech, Electronics Engineering
University of Calicut 1982 — 1987
B.Tech, Electrical Engineering
Justin Machi Justin Machi's E*TRADE Financial Corporation Experience September 2014 - Present
Job Financial Services | Vendor Risk | Change Management | Regulatory Compliance
Industry Financial Services
Experience
E*TRADE Financial Corporation September 2014 - Present
PNC Financial Services Group September 2013 - September 2014
PNC Financial Services Group January 2012 - September 2013
PNC Financial Services Group May 2010 - January 2012
PNC Financial Services Group May 2009 - August 2009
Skills
Strategic Sourcing, Vendor Management, Supply Chain Management, Ariba, Spend Analysis, Contract Negotiation, Change Management, Regulatory Requirements, Risk Assessment, Microsoft Powerpoint, Logistics, Microsoft Excel, Performance Metrics, Analysis, Microsoft Visio, Third Party..., Visio, Ariba Buyer, Ariba Source, Ariba Spend Analysis, E-auctions, Hiperos 3rd Party..., Microsoft Word, RFx process, Spend Management, Vendor Relationships, Regulatory Policy, PowerPoint
Education
The George Washington University 2014 — 2017
Master of Business Administration (MBA)
Duquesne University 2006 — 2010
Bachelor of Science in Business Administration, Supply Chain Management
E*TRADE Financial Corporation September 2014 - Present
PNC Financial Services Group September 2013 - September 2014
PNC Financial Services Group January 2012 - September 2013
PNC Financial Services Group May 2010 - January 2012
PNC Financial Services Group May 2009 - August 2009
Skills
Strategic Sourcing, Vendor Management, Supply Chain Management, Ariba, Spend Analysis, Contract Negotiation, Change Management, Regulatory Requirements, Risk Assessment, Microsoft Powerpoint, Logistics, Microsoft Excel, Performance Metrics, Analysis, Microsoft Visio, Third Party..., Visio, Ariba Buyer, Ariba Source, Ariba Spend Analysis, E-auctions, Hiperos 3rd Party..., Microsoft Word, RFx process, Spend Management, Vendor Relationships, Regulatory Policy, PowerPoint
Education
The George Washington University 2014 — 2017
Master of Business Administration (MBA)
Duquesne University 2006 — 2010
Bachelor of Science in Business Administration, Supply Chain Management
Alexander Tsapp, MSM PMP CSM ITIL Alexander Tsapp, MSM PMP CSM ITIL's E*TRADE Financial Corporation Experience April 2015 - Present
Job Principle Project Manager at E*TRADE Financial Corporation
Industry Information Technology and Services
Experience
E*TRADE Financial Corporation April 2015 - Present
E*TRADE Financial June 2013 - Present
Platinum Crest Solutions January 2013 - June 2013
DataDirect Networks June 2012 - January 2013
Quest Software January 2011 - June 2012
Quest Software December 2008 - January 2011
Monosphere May 2007 - December 2008
Platinum Crest Solutions, L.L.C. January 2007 - May 2007
Universal Solutions Group April 2006 - January 2007
Ciber April 2005 - April 2006
Skills
Product Management, Enterprise Software, Cloud Computing, Business Analysis, Virtualization, Integration, IT Management, Project Management, CRM, Cross-functional Team..., Storage, Leadership, Agile Methodologies, Management, Enterprise Architecture, Professional Services, PMP, SaaS, SharePoint, Security, Servers, Business Development, Requirements Gathering, System Architecture, Pre-sales, Program Management, Product Marketing, Storage Area Networks, Go-to-market Strategy, Software Documentation, System Deployment, Networking, Data Center, Systems Engineering, Customer Relationships, Scope Management, System Integration..., Budgets, Active Directory, Competitive Analysis, Architectures, Expertise in strategic..., Vendor Relationships, Statement of Work..., Risk Assessment, System Migration, Network Architecture, ScrumMaster
Education
Thomas Edison State College 2010 — 2012
Master of Science, Management, Organizational Leadership, Organizational Change Leadership, 3.92
City University of New York-Brooklyn College 1990 — 1996
Bachelor of Science, Management and Finance
James Madison High School (Brooklyn, NY) 1986 — 1990
P.S. 238 Anne Sullivan
E*TRADE Financial Corporation April 2015 - Present
E*TRADE Financial June 2013 - Present
Platinum Crest Solutions January 2013 - June 2013
DataDirect Networks June 2012 - January 2013
Quest Software January 2011 - June 2012
Quest Software December 2008 - January 2011
Monosphere May 2007 - December 2008
Platinum Crest Solutions, L.L.C. January 2007 - May 2007
Universal Solutions Group April 2006 - January 2007
Ciber April 2005 - April 2006
Skills
Product Management, Enterprise Software, Cloud Computing, Business Analysis, Virtualization, Integration, IT Management, Project Management, CRM, Cross-functional Team..., Storage, Leadership, Agile Methodologies, Management, Enterprise Architecture, Professional Services, PMP, SaaS, SharePoint, Security, Servers, Business Development, Requirements Gathering, System Architecture, Pre-sales, Program Management, Product Marketing, Storage Area Networks, Go-to-market Strategy, Software Documentation, System Deployment, Networking, Data Center, Systems Engineering, Customer Relationships, Scope Management, System Integration..., Budgets, Active Directory, Competitive Analysis, Architectures, Expertise in strategic..., Vendor Relationships, Statement of Work..., Risk Assessment, System Migration, Network Architecture, ScrumMaster
Education
Thomas Edison State College 2010 — 2012
Master of Science, Management, Organizational Leadership, Organizational Change Leadership, 3.92
City University of New York-Brooklyn College 1990 — 1996
Bachelor of Science, Management and Finance
James Madison High School (Brooklyn, NY) 1986 — 1990
P.S. 238 Anne Sullivan
Michael Heinrich Michael Heinrich's E*TRADE Financial Corporation Experience 2006 - 2007
Job Independent Financial Services Professional
Industry Financial Services
Experience
Toji Trading Group, LLC September 2007 - September 2014
E*TRADE Financial Corporation 2006 - 2007
Peabody - Willowbridge Capital LLC 2005 - 2006
Rock Island Securities 1998 - 2005
Bank of America 1994 - 1998
Chicago Research and Trading (CRT) 1980 - 1994
Skills
Risk Management, Microsoft Office, Business Analysis, Microsoft Excel, Derivatives, Investments, Strategic Planning, Microsoft Word, Analysis, Customer Service, Options, Trading, Electronic Trading
Education
DePaul University
Bachelor of Science (BSc), Finance
Toji Trading Group, LLC September 2007 - September 2014
E*TRADE Financial Corporation 2006 - 2007
Peabody - Willowbridge Capital LLC 2005 - 2006
Rock Island Securities 1998 - 2005
Bank of America 1994 - 1998
Chicago Research and Trading (CRT) 1980 - 1994
Skills
Risk Management, Microsoft Office, Business Analysis, Microsoft Excel, Derivatives, Investments, Strategic Planning, Microsoft Word, Analysis, Customer Service, Options, Trading, Electronic Trading
Education
DePaul University
Bachelor of Science (BSc), Finance
Jennifer Lazzari's E*TRADE Financial Corporation Experience August 2015 - Present
Job J.P Morgan
Industry Financial Services
Experience
E*TRADE Financial Corporation August 2015 - Present
J.P. Morgan May 2015 - Present
DeFrate & Paavola February 2012 - February 2015
P.S. 29 September 2007 - July 2012
EF Education First 2011 - 2011
Skills
Microsoft Excel, Microsoft Office, Data Analysis, Spanish, Teamwork, Series 7, Research, Social Media, Access, Microsoft Word, Customer Service, Outlook, Basic HTML, CSS, Writing
Education
Hunter College 2006 — 2010
Bachelor's degree, Economics
Brooklyn Technical High School 2002 — 2006
H, Social Science Research
E*TRADE Financial Corporation August 2015 - Present
J.P. Morgan May 2015 - Present
DeFrate & Paavola February 2012 - February 2015
P.S. 29 September 2007 - July 2012
EF Education First 2011 - 2011
Skills
Microsoft Excel, Microsoft Office, Data Analysis, Spanish, Teamwork, Series 7, Research, Social Media, Access, Microsoft Word, Customer Service, Outlook, Basic HTML, CSS, Writing
Education
Hunter College 2006 — 2010
Bachelor's degree, Economics
Brooklyn Technical High School 2002 — 2006
H, Social Science Research
Daniyal Inamullah's E*TRADE Financial Corporation Experience March 2011 - May 2012
Job Senior Transaction Advisory Services at EY
Industry Financial Services
Experience
Houlihan Lokey August 2015 - Present
EY July 2014 - August 2015
University of Houston, Bauer College of Business June 2013 - August 2014
Johnson, Bender, and Company January 2013 - April 2014
University of Houston, Bauer College of Business June 2013 - December 2013
E*TRADE Financial Corporation March 2011 - May 2012
LCG Associates June 2010 - December 2010
Waddell & Reed August 2009 - June 2010
Kilpatrick Stockton, LLP June 2008 - August 2008
The Carter Center June 2007 - August 2007
Skills
New Business Development, Investments, Due Diligence, Series 7, Financial Modeling, Financial Analysis, Start-ups, Asset Managment, Business Development, Strategic Planning, Leadership, Portfolio Management, Risk Management, Account Management, Business Strategy, Business Analysis, Valuation, Marketing, Research, Finance, Strategy, Equities, Venture Capital, Mutual Funds, Market Research
Education
University of Houston, C.T. Bauer College of Business 2012 — 2014
Master of Business Administration (MBA)
Emory University 2007 — 2009
Bachelor of the Arts, Economics; Business Policy Focus
Oxford College of Emory University 2005 — 2007
Associate of Arts
Passed Level II of the CFA Program
Houlihan Lokey August 2015 - Present
EY July 2014 - August 2015
University of Houston, Bauer College of Business June 2013 - August 2014
Johnson, Bender, and Company January 2013 - April 2014
University of Houston, Bauer College of Business June 2013 - December 2013
E*TRADE Financial Corporation March 2011 - May 2012
LCG Associates June 2010 - December 2010
Waddell & Reed August 2009 - June 2010
Kilpatrick Stockton, LLP June 2008 - August 2008
The Carter Center June 2007 - August 2007
Skills
New Business Development, Investments, Due Diligence, Series 7, Financial Modeling, Financial Analysis, Start-ups, Asset Managment, Business Development, Strategic Planning, Leadership, Portfolio Management, Risk Management, Account Management, Business Strategy, Business Analysis, Valuation, Marketing, Research, Finance, Strategy, Equities, Venture Capital, Mutual Funds, Market Research
Education
University of Houston, C.T. Bauer College of Business 2012 — 2014
Master of Business Administration (MBA)
Emory University 2007 — 2009
Bachelor of the Arts, Economics; Business Policy Focus
Oxford College of Emory University 2005 — 2007
Associate of Arts
Passed Level II of the CFA Program
Richard Haggerstone Richard Haggerstone's E*TRADE Financial Corporation Experience November 2014 - Present
Job Senior Manager, Compensation at E*TRADE Financial Corporation
Industry Human Resources
Experience
E*TRADE Financial Corporation November 2014 - Present
GENPACT November 2013 - November 2014
Warner Music Group November 2012 - July 2013
Lindum Business Services Ltd August 2009 - October 2012
UBS Investment Bank 2001 - 2009
Skills
Analysis, Change Management, International Reward, Compensation Review, Stock Compensation, HR Analysis, Financial Analysis, Qualified Chartered..., Expatriate Management, Microsoft Excel, VBA, Human Resources, Talent Management, Performance Management, Employee Benefits, HRIS
Education
Cranfield University 2011 — 2012
Master of Science (MSc), Resource Management
The Chartered Institute of Management Accountants
CIMA, Management Accounting
University of Portsmouth 1993 — 1997
Bachelor of Business Administration (B.B.A.), Business Studies, 2.1
E*TRADE Financial Corporation November 2014 - Present
GENPACT November 2013 - November 2014
Warner Music Group November 2012 - July 2013
Lindum Business Services Ltd August 2009 - October 2012
UBS Investment Bank 2001 - 2009
Skills
Analysis, Change Management, International Reward, Compensation Review, Stock Compensation, HR Analysis, Financial Analysis, Qualified Chartered..., Expatriate Management, Microsoft Excel, VBA, Human Resources, Talent Management, Performance Management, Employee Benefits, HRIS
Education
Cranfield University 2011 — 2012
Master of Science (MSc), Resource Management
The Chartered Institute of Management Accountants
CIMA, Management Accounting
University of Portsmouth 1993 — 1997
Bachelor of Business Administration (B.B.A.), Business Studies, 2.1
Dieter Stenger, CPA Dieter Stenger, CPA's E*TRADE Financial Corporation Experience August 2004 - July 2005
Job Homer, Stenger & Company, Inc.
Industry Accounting
Experience
Homer, Stenger & Company, Inc. February 2008 - Present
Ernst & Young May 2006 - February 2008
E*TRADE Financial Corporation August 2004 - July 2005
KPMG October 1999 - June 2004
KPMG Deutsche Treuhand-Gesellschaft AG 1999 - 2002
Skills
Tax Returns, CPA, Tax Accounting, Tax Research, Tax, International Tax, Tax Preparation, Income Tax, Corporate Tax, Partnership Taxation, German Language, GAAP, US GAAP, Tax Law, German, Tax Advisory
Education
City University of Seattle 1999 — 2000
Taxation
Universität des Saarlandes 1982 — 1988
CPE
Homer, Stenger & Company, Inc. February 2008 - Present
Ernst & Young May 2006 - February 2008
E*TRADE Financial Corporation August 2004 - July 2005
KPMG October 1999 - June 2004
KPMG Deutsche Treuhand-Gesellschaft AG 1999 - 2002
Skills
Tax Returns, CPA, Tax Accounting, Tax Research, Tax, International Tax, Tax Preparation, Income Tax, Corporate Tax, Partnership Taxation, German Language, GAAP, US GAAP, Tax Law, German, Tax Advisory
Education
City University of Seattle 1999 — 2000
Taxation
Universität des Saarlandes 1982 — 1988
CPE
Amit Banerjee Amit Banerjee's E*TRADE Financial Corporation Experience January 2006 - July 2009
Job Vice President, Trading Systems at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. October 2014 - Present
BNY Mellon April 2012 - October 2014
Fidelity National Financial March 2010 - April 2012
E*TRADE Financial March 2009 - March 2010
E*TRADE Financial Corporation January 2006 - July 2009
E*TRADE Bank April 2003 - January 2006
E*TRADE Financial Corporation April 2000 - April 2003
S.W.I.F.T. 1989 - 2000
SWIFT 1987 - 1989
Unisys June 1981 - March 1987
Skills
E-commerce, Scalability, Distributed Systems, Banking, Enterprise Architecture, SOA, IT Strategy, SDLC, IT Management, Compliance, Architecture, Server Architecture, J2EE, Software Project..., Databases, XML, Outsourcing, Data Center, Web Services, Business Intelligence, Software Development, Data Warehousing, Security, Disaster Recovery, IT Governance, Program Management, Software Engineering, Perl, Unix, Governance, Java Enterprise Edition, Requirements Analysis, Integration, CRM, Financial Services, Vendor Management, Agile Methodologies, PMO, Strategy, Cross-functional Team..., Oracle, Solution Architecture, Management, IT Operations, Project Management, Cloud Computing, Product Management, Business Analysis, Information Technology, Agile Project Management
Education
George Mason University 1991 — 1994
MS, Computer Science, 3.9
Indian Institute of Science 1978 — 1981
BE, Electronics Engineering, 3.9
St. Stephen's College 1975 — 1978
B.Sc., Physics, 3.6
Raymond James Financial Inc. October 2014 - Present
BNY Mellon April 2012 - October 2014
Fidelity National Financial March 2010 - April 2012
E*TRADE Financial March 2009 - March 2010
E*TRADE Financial Corporation January 2006 - July 2009
E*TRADE Bank April 2003 - January 2006
E*TRADE Financial Corporation April 2000 - April 2003
S.W.I.F.T. 1989 - 2000
SWIFT 1987 - 1989
Unisys June 1981 - March 1987
Skills
E-commerce, Scalability, Distributed Systems, Banking, Enterprise Architecture, SOA, IT Strategy, SDLC, IT Management, Compliance, Architecture, Server Architecture, J2EE, Software Project..., Databases, XML, Outsourcing, Data Center, Web Services, Business Intelligence, Software Development, Data Warehousing, Security, Disaster Recovery, IT Governance, Program Management, Software Engineering, Perl, Unix, Governance, Java Enterprise Edition, Requirements Analysis, Integration, CRM, Financial Services, Vendor Management, Agile Methodologies, PMO, Strategy, Cross-functional Team..., Oracle, Solution Architecture, Management, IT Operations, Project Management, Cloud Computing, Product Management, Business Analysis, Information Technology, Agile Project Management
Education
George Mason University 1991 — 1994
MS, Computer Science, 3.9
Indian Institute of Science 1978 — 1981
BE, Electronics Engineering, 3.9
St. Stephen's College 1975 — 1978
B.Sc., Physics, 3.6
Anish Shah's E*TRADE Financial Corporation Experience August 2015 - Present
Job Head of Customer Engagement at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation August 2015 - Present
E*TRADE Financial Corporation July 2014 - August 2015
Booz & Company June 2010 - July 2014
PepsiCo June 2009 - August 2009
Lehman Brothers October 2006 - July 2008
Ameriquest Mortgage Co. March 2005 - October 2006
Aiesec in Delhi University August 2000 - March 2003
Skills
Financial Modeling, Corporate Finance, Management Consulting, Strategy, Valuation, Financial Services, Corporate Development, Emerging Markets, Mergers & Acquisitions, Acquisition Integration, Due Diligence, Private Equity, Finance
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Strategy, Finance
University of California, Los Angeles 2003 — 2005
M.S., Mechanical Engineering
Delhi University 1999 — 2003
B.S., Engineering
St. Columba's School 1987 — 1999
E*TRADE Financial Corporation August 2015 - Present
E*TRADE Financial Corporation July 2014 - August 2015
Booz & Company June 2010 - July 2014
PepsiCo June 2009 - August 2009
Lehman Brothers October 2006 - July 2008
Ameriquest Mortgage Co. March 2005 - October 2006
Aiesec in Delhi University August 2000 - March 2003
Skills
Financial Modeling, Corporate Finance, Management Consulting, Strategy, Valuation, Financial Services, Corporate Development, Emerging Markets, Mergers & Acquisitions, Acquisition Integration, Due Diligence, Private Equity, Finance
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Strategy, Finance
University of California, Los Angeles 2003 — 2005
M.S., Mechanical Engineering
Delhi University 1999 — 2003
B.S., Engineering
St. Columba's School 1987 — 1999
Joydeep Jana Joydeep Jana's E*TRADE Financial Corporation Experience March 2015 - Present
Job Director of Product Management
Industry Computer Software
Experience
YouCaring August 2015 - Present
E*TRADE Financial Corporation March 2015 - Present
eBay August 2008 - March 2015
Actuate January 2007 - August 2008
Oracle Corp March 2004 - August 2005
IBM Global Services October 2002 - March 2004
Skills
Product Management, Business Strategy, IT Strategy, Product Marketing, Product Design, Business Development, Analytics, Product Launch, Consumer Internet, Agile Project Management, Mobile Technology, Competitive Analysis, Cross Functional Team..., Enterprise Software, Software Development, Product Development, Distributed Systems, Web Services, Cloud Computing, SaaS, Multithreading, Hadoop, Agile Methodologies, Scrum
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA
University of California, Berkeley, Haas School of Business 2014 — 2014
UC Berkeley Product Management Executive Training Program
State University of New York at Stony Brook 2005 — 2006
MS, Computer Science
Jadavpur University 1996 — 2000
BE, Electronics & Telecomm
YouCaring August 2015 - Present
E*TRADE Financial Corporation March 2015 - Present
eBay August 2008 - March 2015
Actuate January 2007 - August 2008
Oracle Corp March 2004 - August 2005
IBM Global Services October 2002 - March 2004
Skills
Product Management, Business Strategy, IT Strategy, Product Marketing, Product Design, Business Development, Analytics, Product Launch, Consumer Internet, Agile Project Management, Mobile Technology, Competitive Analysis, Cross Functional Team..., Enterprise Software, Software Development, Product Development, Distributed Systems, Web Services, Cloud Computing, SaaS, Multithreading, Hadoop, Agile Methodologies, Scrum
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA
University of California, Berkeley, Haas School of Business 2014 — 2014
UC Berkeley Product Management Executive Training Program
State University of New York at Stony Brook 2005 — 2006
MS, Computer Science
Jadavpur University 1996 — 2000
BE, Electronics & Telecomm
Arthur George Arthur George's E*TRADE Financial Corporation Experience July 2010 - April 2011
Job Renaissance Businessman Marketer, Financier, Innovator
Industry Logistics and Supply Chain
Experience
UPS December 2014 - Present
New New Ventures & Investments, LLC April 2014 - Present
UPS Capital® February 2012 - December 2014
E*TRADE Financial Corporation July 2010 - April 2011
Merrill Lynch November 2008 - April 2010
Morgan Stanley (formerly Citi Smith Barney) April 2007 - November 2008
Tyndall Federal Credit Union January 2007 - April 2007
Sallie Mae May 2003 - November 2005
Skills
Financial Analysis, Customer Service, Finance, Accounts Receivable, Strategic Financial..., Credit, Strategic Planning, Financial Services, Investments, Risk Management, Analysis, Corporate Finance, Banking, Retirement Planning, Microsoft Excel, Accounting, 401k, Mutual Funds, Insurance, Financial Modeling, Financial Planning, Leadership
Education
Georgia State University - J. Mack Robinson College of Business 2014 — 2014
Master’s Degree, Marketing - Brand & Customer Management Certificate
Mercer University 2011 — 2013
Bachelor’s Degree, Business Administration
Central Georgia Technical College 1998 — 2002
Associate’s Degree, Accounting
UPS December 2014 - Present
New New Ventures & Investments, LLC April 2014 - Present
UPS Capital® February 2012 - December 2014
E*TRADE Financial Corporation July 2010 - April 2011
Merrill Lynch November 2008 - April 2010
Morgan Stanley (formerly Citi Smith Barney) April 2007 - November 2008
Tyndall Federal Credit Union January 2007 - April 2007
Sallie Mae May 2003 - November 2005
Skills
Financial Analysis, Customer Service, Finance, Accounts Receivable, Strategic Financial..., Credit, Strategic Planning, Financial Services, Investments, Risk Management, Analysis, Corporate Finance, Banking, Retirement Planning, Microsoft Excel, Accounting, 401k, Mutual Funds, Insurance, Financial Modeling, Financial Planning, Leadership
Education
Georgia State University - J. Mack Robinson College of Business 2014 — 2014
Master’s Degree, Marketing - Brand & Customer Management Certificate
Mercer University 2011 — 2013
Bachelor’s Degree, Business Administration
Central Georgia Technical College 1998 — 2002
Associate’s Degree, Accounting
Kong Taing Kong Taing's E*TRADE Financial Corporation Experience September 2015 - Present
Job Senior Manager, Site Marketing at E*TRADE Financial Corporation
Industry Information Technology and Services
Experience
E*TRADE Financial Corporation September 2015 - Present
AIG September 2014 - September 2015
AIG December 2011 - September 2014
Bank of America Merrill Lynch March 2010 - December 2011
SAP April 2007 - October 2008
Tolt Service Group September 2005 - May 2006
Computer Sciences Corporation 2006 - 2006
Wyeth September 2003 - March 2004
Compaq 2001 - 2002
Skills
HTML, CSS, CMS, SharePoint, Dreamweaver, Web Development, HTML 5, Visio, Microsoft Office, Content Management, Project Management, JavaScript, Management, Knowledge Management, Information Architecture, Strategy, SEO, E-commerce, Leadership, Email Marketing, Web Content Management, Google Analytics, User Experience, Web Analytics, Usability
Education
Drexel University 2000 — 2005
Bachelor of Science, Information Systems and Technology
Central High
E*TRADE Financial Corporation September 2015 - Present
AIG September 2014 - September 2015
AIG December 2011 - September 2014
Bank of America Merrill Lynch March 2010 - December 2011
SAP April 2007 - October 2008
Tolt Service Group September 2005 - May 2006
Computer Sciences Corporation 2006 - 2006
Wyeth September 2003 - March 2004
Compaq 2001 - 2002
Skills
HTML, CSS, CMS, SharePoint, Dreamweaver, Web Development, HTML 5, Visio, Microsoft Office, Content Management, Project Management, JavaScript, Management, Knowledge Management, Information Architecture, Strategy, SEO, E-commerce, Leadership, Email Marketing, Web Content Management, Google Analytics, User Experience, Web Analytics, Usability
Education
Drexel University 2000 — 2005
Bachelor of Science, Information Systems and Technology
Central High
Rusty Overton Rusty Overton's E*TRADE Financial Corporation Experience April 2014 - Present
Job Senior Technical Trainer , E*TRADE
Industry Information Technology and Services
Experience
E*TRADE Financial Corporation April 2014 - Present
Fiserv February 2012 - April 2013
IBM August 2007 - June 2011
IBM Global Services June 2003 - August 2007
IBM January 2001 - April 2003
National Institute for Telecommunication Education (NIFTE) July 1999 - December 2000
Skills
Hardware, Customer Satisfaction, Windows Server, Storage, Cloud Computing, Vendor Management, Linux, Operating Systems, Software Installation, Storage Area Networks, Virtualization, Servers, BladeCenter, Cluster, Team Building, Team Leadership, Troubleshooting, Data Center, VMware, Training, Leadership, Security, IT Service Management, ITIL, Technical Support, Microsoft Certified..., Software Documentation, Windows, AIX, Active Directory, Computer Hardware, Disaster Recovery, IT Management, Integration, Microsoft Technologies, Networking, System Administration, TCP/IP, Windows 7, Windows XP, SAN
Education
College of Charleston 1973 — 1977
BA, Political Science/English
E*TRADE Financial Corporation April 2014 - Present
Fiserv February 2012 - April 2013
IBM August 2007 - June 2011
IBM Global Services June 2003 - August 2007
IBM January 2001 - April 2003
National Institute for Telecommunication Education (NIFTE) July 1999 - December 2000
Skills
Hardware, Customer Satisfaction, Windows Server, Storage, Cloud Computing, Vendor Management, Linux, Operating Systems, Software Installation, Storage Area Networks, Virtualization, Servers, BladeCenter, Cluster, Team Building, Team Leadership, Troubleshooting, Data Center, VMware, Training, Leadership, Security, IT Service Management, ITIL, Technical Support, Microsoft Certified..., Software Documentation, Windows, AIX, Active Directory, Computer Hardware, Disaster Recovery, IT Management, Integration, Microsoft Technologies, Networking, System Administration, TCP/IP, Windows 7, Windows XP, SAN
Education
College of Charleston 1973 — 1977
BA, Political Science/English
Patricia Milon Patricia Milon's E*TRADE Financial Corporation Experience March 2013 - Present
Job Enterprise Chief Compliance Officer, SVP
Industry Banking
Experience
E*TRADE Financial Corporation March 2013 - Present
Scottrade Bank April 2009 - March 2013
Promontory Financial Group October 2008 - April 2009
America's Community Bankers February 2006 - December 2007
Fannie Mae September 1998 - February 2006
U.S. Treasury Department 1992 - 1998
Education
Vanderbilt University Law School 1985 — 1988
JD
Dartmouth College 1981 — 1985
E*TRADE Financial Corporation March 2013 - Present
Scottrade Bank April 2009 - March 2013
Promontory Financial Group October 2008 - April 2009
America's Community Bankers February 2006 - December 2007
Fannie Mae September 1998 - February 2006
U.S. Treasury Department 1992 - 1998
Education
Vanderbilt University Law School 1985 — 1988
JD
Dartmouth College 1981 — 1985
Benjamin Irwin's E*TRADE Financial Corporation Experience August 2015 - Present
Job
Industry Graphic Design
Experience
E*TRADE Financial Corporation August 2015 - Present
benjamin irwin/media design June 2010 - Present
Skills
Video Editing, Mac, Final Cut Pro, Social Media, Graphic Design, Event Management, Copywriting, Web Design, Video Production, Food & Beverage, Advertising, Customer Service, Menu Development, Logo Design, Motion Graphics, Problem Solving, Visual Design, Operations Management, Team Building, Leadership, Marketing, Promotions, Communications Design, Project Management, Training, Revenue & Profit Growth, Strategic Planning
Education
Full Sail University 2014 — 2014
Master of Fine Arts (MFA), Media Design, 4.0
Penn State University 2004 — 2008
B.S., Business & Tourism Management
E*TRADE Financial Corporation August 2015 - Present
benjamin irwin/media design June 2010 - Present
Skills
Video Editing, Mac, Final Cut Pro, Social Media, Graphic Design, Event Management, Copywriting, Web Design, Video Production, Food & Beverage, Advertising, Customer Service, Menu Development, Logo Design, Motion Graphics, Problem Solving, Visual Design, Operations Management, Team Building, Leadership, Marketing, Promotions, Communications Design, Project Management, Training, Revenue & Profit Growth, Strategic Planning
Education
Full Sail University 2014 — 2014
Master of Fine Arts (MFA), Media Design, 4.0
Penn State University 2004 — 2008
B.S., Business & Tourism Management
Jonathan Lando Jonathan Lando's E*TRADE Financial Corporation Experience January 2011 - January 2014
Job Assistant Vice President, Evaluated Bond Pricing
Industry Financial Services
Experience
Markit May 2015 - Present
Markit January 2014 - Present
E*TRADE Financial Corporation January 2011 - January 2014
Skills
Risk Management, Business Analysis, Securities, SDLC, Fixed Income, Project Management, Requirements Gathering, Business Process..., Microsoft Excel, Visio, Frontier, Account Reconciliation, MS Project, BPMN, Financial Modeling, Portfolio Management, Investments, Equities, SQL, Microsoft Office, Financial Services, Data Analysis
Education
Stevens Institute of Technology 2012 — 2016
Master's Degree, Financial Engineering, Risk Management, GPA: 3.1
Drexel University 2005 — 2009
Bachelor of Science (B.S.), Mechanical Engineering, Minor in Business Administration
Markit May 2015 - Present
Markit January 2014 - Present
E*TRADE Financial Corporation January 2011 - January 2014
Skills
Risk Management, Business Analysis, Securities, SDLC, Fixed Income, Project Management, Requirements Gathering, Business Process..., Microsoft Excel, Visio, Frontier, Account Reconciliation, MS Project, BPMN, Financial Modeling, Portfolio Management, Investments, Equities, SQL, Microsoft Office, Financial Services, Data Analysis
Education
Stevens Institute of Technology 2012 — 2016
Master's Degree, Financial Engineering, Risk Management, GPA: 3.1
Drexel University 2005 — 2009
Bachelor of Science (B.S.), Mechanical Engineering, Minor in Business Administration
Rohan Motwani Rohan Motwani's E*TRADE Financial Corporation Experience June 2015 - August 2015
Job Teaching Assistant at Cornell University
Industry Financial Services
Experience
E*TRADE Financial Corporation June 2015 - August 2015
The Greenwich Group International July 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Prezi, Microsoft Office, Data Analysis, Research, Teamwork
Education
Cornell University 2013 — 2017
Bachelor of Science (B.S.), Applied Economics and Management
ESADE Business & Law School 2014 — 2014
Study Abroad, International Finance
E*TRADE Financial Corporation June 2015 - August 2015
The Greenwich Group International July 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Prezi, Microsoft Office, Data Analysis, Research, Teamwork
Education
Cornell University 2013 — 2017
Bachelor of Science (B.S.), Applied Economics and Management
ESADE Business & Law School 2014 — 2014
Study Abroad, International Finance
Hiram Veciana Hiram Veciana's E*TRADE Financial Corporation Experience March 2014 - Present
Job Vice President, Web Channel at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation March 2014 - Present
BlackRock March 2013 - March 2014
Citi December 2003 - March 2013
Booz Allen Hamilton 1997 - 2003
Andersen Consulting (Accenture) 1989 - 1995
Skills
Strategy, Product Management, Analytics, Leadership, Competitive Analysis, Financial Services, Asset Management, Strategic Planning, Business Strategy, Financial Modeling, SDLC, Customer Acquisition, Business Analysis, Product Marketing, Cross-functional Team..., Project Portfolio..., Program Management, Credit Cards, Business Process..., Management, Banking, Executive Management, Financial Analysis, PMO, Digital Marketing, Project Management, E-commerce, Management Consulting, Market Research, Marketing Strategy, Business Intelligence, Product Development, IT Strategy, Relationship Management, Digital Strategy, Digital, Internet Banking, Internet, Internet Strategy, Mobile Internet, Strategic Partnerships
Education
Massachusetts Institute of Technology - Sloan School of Management 1995 — 1997
MBA
Columbia University - Fu Foundation School of Engineering and Applied Science 1985 — 1989
BS, Electrical Engineering
Regis High School 1981 — 1985
E*TRADE Financial Corporation March 2014 - Present
BlackRock March 2013 - March 2014
Citi December 2003 - March 2013
Booz Allen Hamilton 1997 - 2003
Andersen Consulting (Accenture) 1989 - 1995
Skills
Strategy, Product Management, Analytics, Leadership, Competitive Analysis, Financial Services, Asset Management, Strategic Planning, Business Strategy, Financial Modeling, SDLC, Customer Acquisition, Business Analysis, Product Marketing, Cross-functional Team..., Project Portfolio..., Program Management, Credit Cards, Business Process..., Management, Banking, Executive Management, Financial Analysis, PMO, Digital Marketing, Project Management, E-commerce, Management Consulting, Market Research, Marketing Strategy, Business Intelligence, Product Development, IT Strategy, Relationship Management, Digital Strategy, Digital, Internet Banking, Internet, Internet Strategy, Mobile Internet, Strategic Partnerships
Education
Massachusetts Institute of Technology - Sloan School of Management 1995 — 1997
MBA
Columbia University - Fu Foundation School of Engineering and Applied Science 1985 — 1989
BS, Electrical Engineering
Regis High School 1981 — 1985
Anusha Sriram Anusha Sriram's E*TRADE Financial Corporation Experience July 2015 - Present
Job Director at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial Corporation July 2015 - Present
E*TRADE Financial March 2014 - July 2015
Booz & Company October 2013 - February 2014
Booz Digital December 2012 - February 2014
Booz & Company October 2012 - October 2013
Booz & Company October 2010 - October 2012
Barclays Capital June 2009 - August 2009
Brock Capital May 2008 - August 2008
Benenson Strategy Group August 2007 - January 2008
The Arts Initiative at Columbia University September 2006 - May 2007
Skills
Financial Modeling, Management Consulting
Education
Columbia University in the City of New York 2006 — 2010
Bachelor of Arts, Political Science & Economics, Visual Arts
West Windsor-Plainsboro High School North 2002 — 2006
High School Degree
E*TRADE Financial Corporation July 2015 - Present
E*TRADE Financial March 2014 - July 2015
Booz & Company October 2013 - February 2014
Booz Digital December 2012 - February 2014
Booz & Company October 2012 - October 2013
Booz & Company October 2010 - October 2012
Barclays Capital June 2009 - August 2009
Brock Capital May 2008 - August 2008
Benenson Strategy Group August 2007 - January 2008
The Arts Initiative at Columbia University September 2006 - May 2007
Skills
Financial Modeling, Management Consulting
Education
Columbia University in the City of New York 2006 — 2010
Bachelor of Arts, Political Science & Economics, Visual Arts
West Windsor-Plainsboro High School North 2002 — 2006
High School Degree
Nicholas X. Harrison Nicholas X. Harrison's E*TRADE Financial Corporation Experience May 2015 - Present
Job ADDRESSING EVERYDAY NEEDS, WITH UNIQUE APPROACHES.
Industry Financial Services
Experience
E*TRADE Financial Corporation May 2015 - Present
E*TRADE Financial Corporation August 2014 - Present
Capital Financial Group, LLC November 2012 - July 2014
Marriott International November 2012 - March 2014
Dr. Bob Larry, DDS Dental office January 2011 - May 2011
Enterprise Rent-A-Car September 2008 - May 2009
Fort Valley State University August 2004 - May 2008
Dr. Eddie P. Johnson, DMD Dental Office 2006 - 2008
Iowa State University June 2007 - July 2007
Governor's Honors Program 2002 - 2002
Skills
Public Speaking, Computers, Biology, Sales Management, Customer Service, Microsoft Office, Research, PowerPoint, Microsoft Excel, Community Outreach, Microsoft Word, Youth Mentoring, Outlook, Leadership, Coaching, Problem Solving, Team Leadership, Leadership Development, Qualitative Research, Clinical Research, Sales, Direct Sales, New Business Development, Business Strategy, Sales Process, Business, Cold Calling
Education
Meharry Medical College 2009 — 2012
Dentistry
Fort Valley State University 2004 — 2008
Bachelor of Science (BS), Biology/Biological Sciences, General
E*TRADE Financial Corporation May 2015 - Present
E*TRADE Financial Corporation August 2014 - Present
Capital Financial Group, LLC November 2012 - July 2014
Marriott International November 2012 - March 2014
Dr. Bob Larry, DDS Dental office January 2011 - May 2011
Enterprise Rent-A-Car September 2008 - May 2009
Fort Valley State University August 2004 - May 2008
Dr. Eddie P. Johnson, DMD Dental Office 2006 - 2008
Iowa State University June 2007 - July 2007
Governor's Honors Program 2002 - 2002
Skills
Public Speaking, Computers, Biology, Sales Management, Customer Service, Microsoft Office, Research, PowerPoint, Microsoft Excel, Community Outreach, Microsoft Word, Youth Mentoring, Outlook, Leadership, Coaching, Problem Solving, Team Leadership, Leadership Development, Qualitative Research, Clinical Research, Sales, Direct Sales, New Business Development, Business Strategy, Sales Process, Business, Cold Calling
Education
Meharry Medical College 2009 — 2012
Dentistry
Fort Valley State University 2004 — 2008
Bachelor of Science (BS), Biology/Biological Sciences, General
Brett Goodman's E*TRADE Financial Corporation Experience March 2013 - Present
Job SVP, Investor Relations & Corporate Communications at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation March 2013 - Present
E*TRADE Financial Corporation 2006 - April 2013
E*TRADE Financial 2005 - 2006
Education
Fort Lewis College
Business Administration
E*TRADE Financial Corporation March 2013 - Present
E*TRADE Financial Corporation 2006 - April 2013
E*TRADE Financial 2005 - 2006
Education
Fort Lewis College
Business Administration
Joe Sigal Joe Sigal's E*TRADE Financial Corporation Experience 2002 - 2005
Job Commercial Real Estate Investment Sales Broker at Marcus & Millichap, Shopping Center & Net Leased Retail Specialist
Industry Commercial Real Estate
Experience
Marcus & Millichap December 2012 - Present
Avatar Securities, LLC July 2007 - November 2012
CyberTrader Inc 2005 - 2007
E*Trade Financial Corporation 2002 - 2005
Hold Brothers On-Line Investment Services LLC 2000 - 2002
Skills
Technical Analysis, Trading, Proprietary Trading, Trading Systems, Equity Trading, Financial Markets, Risk Management, Trading Strategies, Electronic Trading, Trading Psychology, Options, Portfolio Management, Series 7, Equities, Commercial Real Estate, 1031 Exchanges, Investment Sales, Property Disposition, Investment Brokerage, Contract Negotiation, Real Estate Transactions, Due Diligence, Real Estate Economics, Acquisitions
Education
Duke University 1996 — 2000
Bachelor of Arts Degree, Economics and Sociology, Markets and Management Certificate
Marcus & Millichap December 2012 - Present
Avatar Securities, LLC July 2007 - November 2012
CyberTrader Inc 2005 - 2007
E*Trade Financial Corporation 2002 - 2005
Hold Brothers On-Line Investment Services LLC 2000 - 2002
Skills
Technical Analysis, Trading, Proprietary Trading, Trading Systems, Equity Trading, Financial Markets, Risk Management, Trading Strategies, Electronic Trading, Trading Psychology, Options, Portfolio Management, Series 7, Equities, Commercial Real Estate, 1031 Exchanges, Investment Sales, Property Disposition, Investment Brokerage, Contract Negotiation, Real Estate Transactions, Due Diligence, Real Estate Economics, Acquisitions
Education
Duke University 1996 — 2000
Bachelor of Arts Degree, Economics and Sociology, Markets and Management Certificate
Nicholas LoPresti Nicholas LoPresti's E*TRADE Financial Corporation Experience May 2011 - August 2011
Job Finacial Service Representative
Industry Higher Education
Experience
Academy Sports + Outdoors November 2013 - May 2014
Fidelity Investments August 2012 - May 2013
Fairfield University September 2008 - May 2012
E*Trade Financial Corporation May 2011 - August 2011
Skills
PowerPoint, Facebook, Microsoft Excel, Microsoft Word, Social Media, Microsoft Office, SQL, Trading, Retirement Planning, Training, Management, Marketing
Education
Fairfield University 2008 — 2012
BS, Marketing, Management
Fairfield University 2008 — 2012
B.S. in Marketing and Management, Marketing; Operations Management and Information Systems
Academy Sports + Outdoors November 2013 - May 2014
Fidelity Investments August 2012 - May 2013
Fairfield University September 2008 - May 2012
E*Trade Financial Corporation May 2011 - August 2011
Skills
PowerPoint, Facebook, Microsoft Excel, Microsoft Word, Social Media, Microsoft Office, SQL, Trading, Retirement Planning, Training, Management, Marketing
Education
Fairfield University 2008 — 2012
BS, Marketing, Management
Fairfield University 2008 — 2012
B.S. in Marketing and Management, Marketing; Operations Management and Information Systems
Scott Giordano Scott Giordano's E*TRADE Financial Corporation Experience 2012 - 2014
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
E*TRADE Financial Corporation 2012 - 2014
LPL Financial April 2011 - May 2012
Bank of America / Merrill Lynch June 2008 - April 2011
Raymond James at Fidelity Bank March 2005 - June 2008
UVEST Financial Services 2000 - 2005
ICBA Financial Services 1994 - 2000
Johnson & Johnson 1985 - 1988
Skills
Investments, Financial Advisory, Wealth Management, Mutual Funds, Strategic Financial..., Series 7, Estate Planning, Portfolio Management, Securities, Investment Advisory, Retirement, Retirement Planning, Investment Strategies, Asset Allocation, Series 63
Education
Christian Brothers University 1980 — 1985
BS, Natural Science
E*TRADE Financial Corporation 2012 - 2014
LPL Financial April 2011 - May 2012
Bank of America / Merrill Lynch June 2008 - April 2011
Raymond James at Fidelity Bank March 2005 - June 2008
UVEST Financial Services 2000 - 2005
ICBA Financial Services 1994 - 2000
Johnson & Johnson 1985 - 1988
Skills
Investments, Financial Advisory, Wealth Management, Mutual Funds, Strategic Financial..., Series 7, Estate Planning, Portfolio Management, Securities, Investment Advisory, Retirement, Retirement Planning, Investment Strategies, Asset Allocation, Series 63
Education
Christian Brothers University 1980 — 1985
BS, Natural Science
John Senter John Senter's E*TRADE Financial Corporation Experience April 2015 - Present
Job Sr Manager, Enterprise Engineering at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation April 2015 - Present
E*TRADE Financial October 2010 - Present
E*TRADE Financial April 2010 - October 2010
E*TRADE Financial November 2005 - April 2010
St Jude Children's Research Hospital January 1997 - November 2005
St Jude Children's Research Hospital May 1995 - January 1997
St Jude Children's Research Hospital May 1992 - May 1995
St Jude Children's Research Hospital October 1990 - May 1992
St Jude Children's Research Hospital March 1989 - October 1990
Ticket Hub, Inc October 1988 - March 1989
Skills
Active Directory, Server Architecture, Blackberry, Windows, Windows Server, Windows Server 2003, Blackberry Enterprise..., DNS, Windows Server 2008, System Administration, Messaging, Microsoft Exchange, Troubleshooting, Cluster, Dell PowerEdge Servers, Data Center, Databases, SAN, HP, Servers, Integration, Technical Support, WAN, Infrastructure, Microsoft SQL Server, Vendor Management, Disaster Recovery, SharePoint, Hardware, Network Administration, Networking, System Deployment
Education
Memphis Police Academy
Christian Brothers University 1986 — 1990
Bachelor's degree
Ridgeway High School 1980 — 1986
E*TRADE Financial Corporation April 2015 - Present
E*TRADE Financial October 2010 - Present
E*TRADE Financial April 2010 - October 2010
E*TRADE Financial November 2005 - April 2010
St Jude Children's Research Hospital January 1997 - November 2005
St Jude Children's Research Hospital May 1995 - January 1997
St Jude Children's Research Hospital May 1992 - May 1995
St Jude Children's Research Hospital October 1990 - May 1992
St Jude Children's Research Hospital March 1989 - October 1990
Ticket Hub, Inc October 1988 - March 1989
Skills
Active Directory, Server Architecture, Blackberry, Windows, Windows Server, Windows Server 2003, Blackberry Enterprise..., DNS, Windows Server 2008, System Administration, Messaging, Microsoft Exchange, Troubleshooting, Cluster, Dell PowerEdge Servers, Data Center, Databases, SAN, HP, Servers, Integration, Technical Support, WAN, Infrastructure, Microsoft SQL Server, Vendor Management, Disaster Recovery, SharePoint, Hardware, Network Administration, Networking, System Deployment
Education
Memphis Police Academy
Christian Brothers University 1986 — 1990
Bachelor's degree
Ridgeway High School 1980 — 1986
Darius Redmon Darius Redmon's E*TRADE Financial Corporation Experience May 2015 - Present
Job Sr. Financial Services Associate Active Trading at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation May 2015 - Present
E*TRADE Financial Corporation June 2014 - Present
Seneca Creek Partners LLC August 2013 - June 2014
Georgia Southern University June 2012 - July 2013
Emory University May 2011 - July 2011
Emory Healthcare May 2010 - May 2011
Goizueta Business School January 2010 - May 2010
Education
Emory University 2007 — 2011
Bachelor of Arts (B.A.), Sociology
E*TRADE Financial Corporation May 2015 - Present
E*TRADE Financial Corporation June 2014 - Present
Seneca Creek Partners LLC August 2013 - June 2014
Georgia Southern University June 2012 - July 2013
Emory University May 2011 - July 2011
Emory Healthcare May 2010 - May 2011
Goizueta Business School January 2010 - May 2010
Education
Emory University 2007 — 2011
Bachelor of Arts (B.A.), Sociology
Ayana Edwards, CAPM's E*TRADE Financial Corporation Experience June 2014 - Present
Job Senior Project Manager, Corporate Legal at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation June 2014 - Present
CenturyLink July 2013 - May 2014
iCrossing October 2011 - May 2014
Skills
Project Management, Process Scheduler, Management, Human Resources, Event Planning, Administration, Contract Law
Education
George Mason University 2005 — 2009
BA, Anthropology
E*TRADE Financial Corporation June 2014 - Present
CenturyLink July 2013 - May 2014
iCrossing October 2011 - May 2014
Skills
Project Management, Process Scheduler, Management, Human Resources, Event Planning, Administration, Contract Law
Education
George Mason University 2005 — 2009
BA, Anthropology
Thomas J Leonard III Thomas J Leonard III's E*TRADE Financial Corporation Experience May 2014 - Present
Job Product Manager at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation May 2014 - Present
Credit Suisse June 2007 - March 2014
E*TRADE Financial, Harrisdirect (Etrade acquired Harrisdirect 10/05) April 2003 - June 2007
Harrisdirect, LLC February 2001 - April 2003
Harrisdirect, LLC April 1999 - February 2001
Pershing LLC, Jersey City NJ July 1996 - April 1999
Skills
Series 7, Trading, Securities, Financial Services, Equities, Fixed Income, Capital Markets, Investments, Series 24, Hedge Funds, Mutual Funds, Series 63, Project Management, Portfolio Management, Trading Systems, Operations Management, Series 7, 24, 4, & 63, Series 9, Options, Risk Management, Financial Risk, Middle Office, Prime Brokerage
Education
Central Connecticut State University
BS Business, Finance
E*TRADE Financial Corporation May 2014 - Present
Credit Suisse June 2007 - March 2014
E*TRADE Financial, Harrisdirect (Etrade acquired Harrisdirect 10/05) April 2003 - June 2007
Harrisdirect, LLC February 2001 - April 2003
Harrisdirect, LLC April 1999 - February 2001
Pershing LLC, Jersey City NJ July 1996 - April 1999
Skills
Series 7, Trading, Securities, Financial Services, Equities, Fixed Income, Capital Markets, Investments, Series 24, Hedge Funds, Mutual Funds, Series 63, Project Management, Portfolio Management, Trading Systems, Operations Management, Series 7, 24, 4, & 63, Series 9, Options, Risk Management, Financial Risk, Middle Office, Prime Brokerage
Education
Central Connecticut State University
BS Business, Finance
Deborah Sumner Deborah Sumner's E*TRADE Financial Corporation Experience March 2014 - Present
Job Financial Services Marketing Executive
Industry Financial Services
Experience
E*TRADE Financial Corporation March 2014 - Present
Broadridge January 2012 - October 2013
The Nielsen Company April 2010 - June 2011
MasterCard August 2007 - December 2009
HSBC July 2004 - August 2007
JPMorgan Chase 1999 - 2004
Discover Card 1989 - 1994
Skills
Direct Marketing, Strategy, Segmentation, CRM, Analytics, Credit Cards, Strategic Planning, Financial Services, Integrated Marketing, Product Marketing, Cross Selling, Customer Acquisition, Leadership, Portfolio Management, Lead Generation, Management, Thought Leadership, Retail Banking, Marketing Strategy, Marketing Communications, Marketing, Consumer Insights, Email Marketing, Strategic Solutions, Debit Cards, Multi-channel Marketing, Mobile Banking, B2B Marketing, SEM, Customer Insight
Education
New York University 2013 — 2014
Professional Certificate, Digital Media Marketing
Columbia College Chicago
Bachelor of Arts, TV/Film
Roosevelt University
Masters of Science, Marketing Communications
E*TRADE Financial Corporation March 2014 - Present
Broadridge January 2012 - October 2013
The Nielsen Company April 2010 - June 2011
MasterCard August 2007 - December 2009
HSBC July 2004 - August 2007
JPMorgan Chase 1999 - 2004
Discover Card 1989 - 1994
Skills
Direct Marketing, Strategy, Segmentation, CRM, Analytics, Credit Cards, Strategic Planning, Financial Services, Integrated Marketing, Product Marketing, Cross Selling, Customer Acquisition, Leadership, Portfolio Management, Lead Generation, Management, Thought Leadership, Retail Banking, Marketing Strategy, Marketing Communications, Marketing, Consumer Insights, Email Marketing, Strategic Solutions, Debit Cards, Multi-channel Marketing, Mobile Banking, B2B Marketing, SEM, Customer Insight
Education
New York University 2013 — 2014
Professional Certificate, Digital Media Marketing
Columbia College Chicago
Bachelor of Arts, TV/Film
Roosevelt University
Masters of Science, Marketing Communications
Garrett Jackson Garrett Jackson's E*TRADE Financial Corporation Experience May 2015 - Present
Job Senior Market Research Analyst at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation May 2015 - Present
CEB September 2014 - May 2015
CEB September 2012 - September 2014
CEB June 2010 - September 2012
Girard-Perregaux May 2009 - August 2009
Skills
Social Media, Marketing, Research, Quantitative Research, Microsoft Excel, Data Analysis, SPSS, Market Research, Qualitative Research, Salesforce.com, EDW, French, Spanish, Management
Education
Elon University 2006 — 2010
BSBA, Finance & International Business; Minor in French
Université Paris Sorbonne (Paris IV) 2009 — 2009
French Language & Culture, French Politics
E*TRADE Financial Corporation May 2015 - Present
CEB September 2014 - May 2015
CEB September 2012 - September 2014
CEB June 2010 - September 2012
Girard-Perregaux May 2009 - August 2009
Skills
Social Media, Marketing, Research, Quantitative Research, Microsoft Excel, Data Analysis, SPSS, Market Research, Qualitative Research, Salesforce.com, EDW, French, Spanish, Management
Education
Elon University 2006 — 2010
BSBA, Finance & International Business; Minor in French
Université Paris Sorbonne (Paris IV) 2009 — 2009
French Language & Culture, French Politics
Pamela Piccola-Fales Pamela Piccola-Fales's E*TRADE Financial Corporation Experience November 2014 - Present
Job Marketing Director, Digital Media and Acquisition at E*TRADE Financial Corporation
Industry Marketing and Advertising
Experience
E*TRADE Financial Corporation November 2014 - Present
Digitas August 2012 - October 2014
Digitas April 2011 - July 2012
Digitas November 2009 - March 2011
Digitas April 2008 - October 2009
Digitas November 2006 - March 2008
SAP Global Marketing October 2005 - November 2006
SAP Global Marketing November 2004 - October 2005
Skills
Analytics, Online Advertising, PPC, Strategy, Marketing, Digital Strategy, Digital Marketing, Customer Insight, Web Analytics, Search, Interactive Marketing, Digital Media, SEM
Education
Dartmouth College 1999 — 2003
BA, Psychology
Hunter College High School 1983 — 1999
PS 221 1986 — 1992
E*TRADE Financial Corporation November 2014 - Present
Digitas August 2012 - October 2014
Digitas April 2011 - July 2012
Digitas November 2009 - March 2011
Digitas April 2008 - October 2009
Digitas November 2006 - March 2008
SAP Global Marketing October 2005 - November 2006
SAP Global Marketing November 2004 - October 2005
Skills
Analytics, Online Advertising, PPC, Strategy, Marketing, Digital Strategy, Digital Marketing, Customer Insight, Web Analytics, Search, Interactive Marketing, Digital Media, SEM
Education
Dartmouth College 1999 — 2003
BA, Psychology
Hunter College High School 1983 — 1999
PS 221 1986 — 1992
Atul Deshpande's E*TRADE Financial Corporation Experience November 2014 - Present
Job Product Management/Business Analysis at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation November 2014 - Present
CR Bard July 2010 - October 2014
Abbott Molecular December 2008 - April 2010
Angiotech March 2007 - July 2008
Wabtec Corporation June 2002 - September 2006
Skills
Strategy, Project Management, Start-ups, Management, Valuation, Process Optimization, Quantitative Analytics, Business Development, FDA, Cross-functional Team..., Java, Medical Devices
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2009
Master of Business Administration (M.B.A.), Finance & Entrepreneurship
University of Illinois at Urbana-Champaign 1998 — 2002
Bachelor of Science (B.S.), Biology/Biological Sciences, General
E*TRADE Financial Corporation November 2014 - Present
CR Bard July 2010 - October 2014
Abbott Molecular December 2008 - April 2010
Angiotech March 2007 - July 2008
Wabtec Corporation June 2002 - September 2006
Skills
Strategy, Project Management, Start-ups, Management, Valuation, Process Optimization, Quantitative Analytics, Business Development, FDA, Cross-functional Team..., Java, Medical Devices
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2009
Master of Business Administration (M.B.A.), Finance & Entrepreneurship
University of Illinois at Urbana-Champaign 1998 — 2002
Bachelor of Science (B.S.), Biology/Biological Sciences, General
Dennis Otieno, MBA's E*TRADE Financial Corporation Experience December 2013 - Present
Job Financial Representative at E*TRADE Financial Corporation
Industry Internet
Experience
E*TRADE Financial Corporation December 2013 - Present
Wells Fargo February 2013 - December 2013
Insphere Insurance Solutions December 2012 - March 2013
Quality Inn August 2011 - September 2012
Lindenwood University October 2009 - October 2010
Daystar Economics Student Association June 2007 - July 2008
Save the Children Canada 2004 - 2007
Kenya Red Cross 2005 - 2006
Skills
Economics, Macroeconomics, Economic Statistics, Principles of Finance, Mathematical Economics, Financial Analysis, Marketing Strategy, Market Research, Strategic Financial..., International Marketing, Outstanding..., Management, Leadership, Microeconomics, Sales, Marketing, International Business..., Program Management, Social Media, Project Planning, Time Management, Facebook, Research, Public Relations
Education
Lindenwood University
MBA, International Business
Daystar University 2005 — 2009
Bachelor of Science (BSc), Economics
Nairobi Stock Exchange 2008 — 2008
Certificate of Participation, Equity Trading
E*TRADE Financial Corporation December 2013 - Present
Wells Fargo February 2013 - December 2013
Insphere Insurance Solutions December 2012 - March 2013
Quality Inn August 2011 - September 2012
Lindenwood University October 2009 - October 2010
Daystar Economics Student Association June 2007 - July 2008
Save the Children Canada 2004 - 2007
Kenya Red Cross 2005 - 2006
Skills
Economics, Macroeconomics, Economic Statistics, Principles of Finance, Mathematical Economics, Financial Analysis, Marketing Strategy, Market Research, Strategic Financial..., International Marketing, Outstanding..., Management, Leadership, Microeconomics, Sales, Marketing, International Business..., Program Management, Social Media, Project Planning, Time Management, Facebook, Research, Public Relations
Education
Lindenwood University
MBA, International Business
Daystar University 2005 — 2009
Bachelor of Science (BSc), Economics
Nairobi Stock Exchange 2008 — 2008
Certificate of Participation, Equity Trading
Jeff Seeman's E*TRADE Financial Corporation Experience April 2014 - December 2014
Job Training and Program Manager
Industry Computer Software
Experience
E*TRADE Financial Corporation April 2014 - December 2014
Xtime January 2012 - April 2014
Accenture March 2011 - November 2011
Symantec March 2003 - January 2009
IrisLogic 2002 - 2003
Callidus Software 2001 - 2002
Nortel Networks 1999 - 2001
Oracle Corporation 1998 - 1999
Skills
Team Building, Change Management, Coaching, Program Management, Strategic Planning, Public Speaking, Management Consulting, Team Leadership, Mentoring, Leadership Development, Instructional Design, Problem Solving, Customer Relations, Organizational..., Staff Development, Business Analysis, SQL, E-learning, Windows, HTML, Process Improvement, Microsoft Office, Business Strategy, Writing, Customer Service, Documentation, Technical Writing, PowerPoint, Performance Management, Excel, Analysis, Software Documentation, Microsoft Excel, E-Learning, Cloud Computing, Leadership, Project Management, Management, Strategy, SaaS, Project Planning, Enterprise Software, Employee Training, Human Resources, Salesforce.com, Consulting, Vendor Management, Business Process..., Professional Services, Budgets
Education
Cornell University
BA, Philosophy
Cornell University
Bachelor's degree
E*TRADE Financial Corporation April 2014 - December 2014
Xtime January 2012 - April 2014
Accenture March 2011 - November 2011
Symantec March 2003 - January 2009
IrisLogic 2002 - 2003
Callidus Software 2001 - 2002
Nortel Networks 1999 - 2001
Oracle Corporation 1998 - 1999
Skills
Team Building, Change Management, Coaching, Program Management, Strategic Planning, Public Speaking, Management Consulting, Team Leadership, Mentoring, Leadership Development, Instructional Design, Problem Solving, Customer Relations, Organizational..., Staff Development, Business Analysis, SQL, E-learning, Windows, HTML, Process Improvement, Microsoft Office, Business Strategy, Writing, Customer Service, Documentation, Technical Writing, PowerPoint, Performance Management, Excel, Analysis, Software Documentation, Microsoft Excel, E-Learning, Cloud Computing, Leadership, Project Management, Management, Strategy, SaaS, Project Planning, Enterprise Software, Employee Training, Human Resources, Salesforce.com, Consulting, Vendor Management, Business Process..., Professional Services, Budgets
Education
Cornell University
BA, Philosophy
Cornell University
Bachelor's degree
Matt Russi Matt Russi's E*TRADE Financial Corporation Experience August 2015 - Present
Job Senior Tools and Automation Engineer at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation August 2015 - Present
E*TRADE Financial Corporation September 2013 - August 2015
City of Tallahassee August 2011 - September 2013
Florida Department of Agriculture and Consumer Services May 2007 - August 2011
Skills
Adobe Premiere Pro, Computer Hardware, HTML + CSS, Microsoft Office, Photoshop, PHP, Wordpress, Healthcare Information..., HTML, Leadership, WordPress, Visio, Help Desk Support, Information Technology, System Administration, DNS, Software Documentation, Premiere, Public Speaking
Education
Florida State University 2011 — 2013
BS, Information Technology, 3.98
E*TRADE Financial Corporation August 2015 - Present
E*TRADE Financial Corporation September 2013 - August 2015
City of Tallahassee August 2011 - September 2013
Florida Department of Agriculture and Consumer Services May 2007 - August 2011
Skills
Adobe Premiere Pro, Computer Hardware, HTML + CSS, Microsoft Office, Photoshop, PHP, Wordpress, Healthcare Information..., HTML, Leadership, WordPress, Visio, Help Desk Support, Information Technology, System Administration, DNS, Software Documentation, Premiere, Public Speaking
Education
Florida State University 2011 — 2013
BS, Information Technology, 3.98
Omar Davis Omar Davis's E*TRADE Financial Corporation Experience November 2014 - Present
Job Strategic IT leader. PMP and Lean Six Sigma Black Belt certified. MBA GA Tech. Passionate about Strategy and Operations.
Industry Information Technology and Services
Experience
E*TRADE Financial Corporation November 2014 - Present
Lowe's Home Improvement October 2013 - November 2014
United Technologies - Climate, Controls & Security June 2007 - October 2013
Wooster School June 2006 - May 2007
Holliscobb Associates January 2005 - June 2006
PRACTICE WORKS October 2004 - August 2005
WACHOVIA BANK October 2000 - October 2004
Skills
IT Management, IT Strategy, IT Operations, Business Analysis, PMP, SDLC, Project Management, Lean Six Sigma Black..., Strategic Planning, Information Technology, Infrastructure, Vendor Management, Process Improvement, Technology Management, Agile Project Management, Strategic Technology..., IT Infrastructure..., Data Analysis, Six Sigma, Microsoft SQL Server, LAN-WAN, Virtualization, VMware ESX, Hyper-V, PL/SQL, .NET, C#, Web Services, VLAN, 802.1q, 802.1x, Microsoft Exchange, Active Directory, PHP4/5, LAMP, MySQL, MS Project, Java, Scrum, Agile Methodologies, Operations Management, Negotiation, Strategy, Leadership, Enterprise Architecture, Program Management, Integration, Networking, SharePoint, Business Intelligence
Education
Georgia Institute of Technology 2010 — 2013
Master of Business Administration (M.B.A.), Information Technology & Strategy
Kennesaw State University 2005 — 2007
Master’s Degree, Computer Science
Mercy College 2000 — 2002
Bachelor’s Degree, Computer Science
City University of New York City College 1998 — 2000
Bachelor’s Degree, Computer Science
E*TRADE Financial Corporation November 2014 - Present
Lowe's Home Improvement October 2013 - November 2014
United Technologies - Climate, Controls & Security June 2007 - October 2013
Wooster School June 2006 - May 2007
Holliscobb Associates January 2005 - June 2006
PRACTICE WORKS October 2004 - August 2005
WACHOVIA BANK October 2000 - October 2004
Skills
IT Management, IT Strategy, IT Operations, Business Analysis, PMP, SDLC, Project Management, Lean Six Sigma Black..., Strategic Planning, Information Technology, Infrastructure, Vendor Management, Process Improvement, Technology Management, Agile Project Management, Strategic Technology..., IT Infrastructure..., Data Analysis, Six Sigma, Microsoft SQL Server, LAN-WAN, Virtualization, VMware ESX, Hyper-V, PL/SQL, .NET, C#, Web Services, VLAN, 802.1q, 802.1x, Microsoft Exchange, Active Directory, PHP4/5, LAMP, MySQL, MS Project, Java, Scrum, Agile Methodologies, Operations Management, Negotiation, Strategy, Leadership, Enterprise Architecture, Program Management, Integration, Networking, SharePoint, Business Intelligence
Education
Georgia Institute of Technology 2010 — 2013
Master of Business Administration (M.B.A.), Information Technology & Strategy
Kennesaw State University 2005 — 2007
Master’s Degree, Computer Science
Mercy College 2000 — 2002
Bachelor’s Degree, Computer Science
City University of New York City College 1998 — 2000
Bachelor’s Degree, Computer Science
Jeff Holton Jeff Holton's E*TRADE Financial Corporation Experience June 2014 - July 2014
Job Systems/Network Architect at Cisco
Industry Computer Software
Experience
Cisco March 2015 - Present
VMware July 2014 - March 2015
E*TRADE Financial Corporation June 2014 - July 2014
Vaco January 2014 - April 2014
PayPal September 2013 - February 2014
Apple April 2013 - August 2013
Cisco Systems December 2011 - January 2013
Maxim Integrated Products July 2011 - November 2011
Cisco Systems August 2010 - May 2011
Itron February 2010 - August 2010
Skills
White Papers, Information Mapping, Technical Writing, Instructional Design, Project Management, E-Learning, Captivate, Program Management, HTML, Software Documentation, Technical Documentation, Visio, Training, Instructor-led Training, SharePoint, Cross-functional Team..., Product Management, FrameMaker, WebEx, Graphviz, Testing, Leadership, Editing, Technical Training, Strategy, Management, SnagIt, Telecommunications, Camtasia, ADDIE, Dreamweaver, Change Management, Content Development, XML, VoIP, Software Engineering, Needs Analysis, Blended Learning, Technical Communication, Adobe Acrobat, Learning Management, Agile Methodologies, Public Speaking, Content Management, Pre-sales, CRM
Education
University of North Carolina at Chapel Hill 2013 — 2013
Certificate, Metadata, 99.8%
Fuller Theological Seminary 1994 — 2004
MA, Theology
Lafayette College 1990 — 1994
BA, Computer Science
Lynbrook High School 1986 — 1990
Cisco March 2015 - Present
VMware July 2014 - March 2015
E*TRADE Financial Corporation June 2014 - July 2014
Vaco January 2014 - April 2014
PayPal September 2013 - February 2014
Apple April 2013 - August 2013
Cisco Systems December 2011 - January 2013
Maxim Integrated Products July 2011 - November 2011
Cisco Systems August 2010 - May 2011
Itron February 2010 - August 2010
Skills
White Papers, Information Mapping, Technical Writing, Instructional Design, Project Management, E-Learning, Captivate, Program Management, HTML, Software Documentation, Technical Documentation, Visio, Training, Instructor-led Training, SharePoint, Cross-functional Team..., Product Management, FrameMaker, WebEx, Graphviz, Testing, Leadership, Editing, Technical Training, Strategy, Management, SnagIt, Telecommunications, Camtasia, ADDIE, Dreamweaver, Change Management, Content Development, XML, VoIP, Software Engineering, Needs Analysis, Blended Learning, Technical Communication, Adobe Acrobat, Learning Management, Agile Methodologies, Public Speaking, Content Management, Pre-sales, CRM
Education
University of North Carolina at Chapel Hill 2013 — 2013
Certificate, Metadata, 99.8%
Fuller Theological Seminary 1994 — 2004
MA, Theology
Lafayette College 1990 — 1994
BA, Computer Science
Lynbrook High School 1986 — 1990
Chris Angelov Chris Angelov's E*TRADE Financial Corporation Experience April 2014 - Present
Job Senior Credit at E*TRADE Financial Corporation
Industry Research
Experience
E*TRADE Financial Corporation April 2014 - Present
Navigant March 2012 - April 2014
International Labor Rights Forum January 2011 - May 2011
Skills
SAS programming, Data Analysis, Access, Adobe Acrobat, Microsoft Excel, SQL, Financial Analysis, Economics, Research, Financial Modeling, Analysis, Finance, Risk Management, Strategic Planning, Valuation, SAS
Education
George Mason University 2008 — 2010
Master of Arts (MA), International Commerce and Policy
University of Economics 2001 — 2006
Bachelor of Science (BS), Applied Economics and European Studies
E*TRADE Financial Corporation April 2014 - Present
Navigant March 2012 - April 2014
International Labor Rights Forum January 2011 - May 2011
Skills
SAS programming, Data Analysis, Access, Adobe Acrobat, Microsoft Excel, SQL, Financial Analysis, Economics, Research, Financial Modeling, Analysis, Finance, Risk Management, Strategic Planning, Valuation, SAS
Education
George Mason University 2008 — 2010
Master of Arts (MA), International Commerce and Policy
University of Economics 2001 — 2006
Bachelor of Science (BS), Applied Economics and European Studies
Christopher Lerbs Christopher Lerbs's E*TRADE Financial Corporation Experience November 2004 - October 2013
Job Retired, Captain S/V Cerulean
Industry Wine and Spirits
Experience
Retired November 2013 - Present
E*Trade FInancial Corporation November 2004 - October 2013
CVL Consulting LLC June 1997 - October 2013
Broadridge Financial Solutions, Inc. June 1997 - November 2004
Santander Investment Securities, Inc. 1993 - 1996
Skills
Securities, Equities, Fixed Income, Financial Services, Back Office, Business Analysis, Brokerage, Risk Management, Capital Markets, Portfolio Management, Bloomberg, Prime Brokerage, Financial Markets, Settlement, Investments, Operational Risk, Financial Modeling, Middle Office, Hedge Funds, Foreign Exchange, Bloomberg Terminal, Treasury, FX Options, Banking, Commodity, Structured Products, Sybase, Credit Risk, Stocks, FINRA, Alternative Investments, Corporate Finance
Education
Pace University - Lubin School of Business 1976 — 1980
BBA, Finanace, Accounting
Furman University 1968 — 1970
History and political science
Retired November 2013 - Present
E*Trade FInancial Corporation November 2004 - October 2013
CVL Consulting LLC June 1997 - October 2013
Broadridge Financial Solutions, Inc. June 1997 - November 2004
Santander Investment Securities, Inc. 1993 - 1996
Skills
Securities, Equities, Fixed Income, Financial Services, Back Office, Business Analysis, Brokerage, Risk Management, Capital Markets, Portfolio Management, Bloomberg, Prime Brokerage, Financial Markets, Settlement, Investments, Operational Risk, Financial Modeling, Middle Office, Hedge Funds, Foreign Exchange, Bloomberg Terminal, Treasury, FX Options, Banking, Commodity, Structured Products, Sybase, Credit Risk, Stocks, FINRA, Alternative Investments, Corporate Finance
Education
Pace University - Lubin School of Business 1976 — 1980
BBA, Finanace, Accounting
Furman University 1968 — 1970
History and political science
Reema S's E*TRADE Financial Corporation Experience September 2015 - Present
Job Application Developer at E*TRADE Financial Corporation
Industry Information Technology and Services
Experience
E*TRADE Financial Corporation September 2015 - Present
E*TRADE Financial Corporation June 2014 - September 2015
Skills
SDLC, Microsoft SQL Server, Unix, DataStage, Control-M, Shell Scripting, WebSphere, DB2, Toad, XML, Sybase, InfoSphere, Databases, Matlab, SolidWorks, Data Analysis, AutoCAD, Microsoft Office, Engineering, Research
Education
Chaitanya Bharathi Institute Of Technology
Bachelor's degree
University of Massachusetts, Amherst
Master's degree
E*TRADE Financial Corporation September 2015 - Present
E*TRADE Financial Corporation June 2014 - September 2015
Skills
SDLC, Microsoft SQL Server, Unix, DataStage, Control-M, Shell Scripting, WebSphere, DB2, Toad, XML, Sybase, InfoSphere, Databases, Matlab, SolidWorks, Data Analysis, AutoCAD, Microsoft Office, Engineering, Research
Education
Chaitanya Bharathi Institute Of Technology
Bachelor's degree
University of Massachusetts, Amherst
Master's degree
Racquel Miller's E*TRADE Financial Corporation Experience June 2012 - August 2012
Job Financial Analyst
Industry Financial Services
Experience
Major Financial Services Firm Financial Analyst InternMelrose Credit UnionOctober 2013 - March 2014
E*TRADE Financial Corporation June 2012 - August 2012
SunTrust August 2009 - December 2010
The Check Cashing Store July 2007 - January 2010
Horizon Nursing Services January 2006 - July 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Social Networking, Customer Service, Leadership, Microsoft Word, Public Speaking, Training, Social Media, Macintosh Applications, Windows XP, Microsoft Office..., Project Management, Financial Accounting, Research, Financial Modeling, SQL, HTML, Trend Forecasting, Variance Analysis, Analysis
Education
Mercy College 2010 — 2013
BS Mathematics, Mathematics
Florida International University 2005 — 2012
BA Accounting, Accounting, 3.2
Major Financial Services Firm Financial Analyst InternMelrose Credit UnionOctober 2013 - March 2014
E*TRADE Financial Corporation June 2012 - August 2012
SunTrust August 2009 - December 2010
The Check Cashing Store July 2007 - January 2010
Horizon Nursing Services January 2006 - July 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Social Networking, Customer Service, Leadership, Microsoft Word, Public Speaking, Training, Social Media, Macintosh Applications, Windows XP, Microsoft Office..., Project Management, Financial Accounting, Research, Financial Modeling, SQL, HTML, Trend Forecasting, Variance Analysis, Analysis
Education
Mercy College 2010 — 2013
BS Mathematics, Mathematics
Florida International University 2005 — 2012
BA Accounting, Accounting, 3.2
JaJuna Harris, MBA JaJuna Harris, MBA's E*TRADE Financial Corporation Experience April 2006 - December 2007
Job Commercial Billing at Time Warner Cable
Industry Telecommunications
Experience
Time Warner Cable April 2013 - Present
Time Warner Cable June 2012 - April 2013
Enterprise Holdings May 2010 - April 2012
Enterprise Holdings Inc. September 2009 - May 2010
AT&T January 2008 - September 2009
E*TRADE Financial Corporation April 2006 - December 2007
IKON Group Financial Services May 2002 - April 2006
Skills
Management, Forecasting, Customer Service, Analysis, Sales, Customer Satisfaction, Customer Retention, Account Management, Sales Management, Microsoft Excel, Financial Analysis, Team Leadership, Leadership, Budgets, Direct Sales, Marketing, Salesforce.com, PeopleSoft, Team Building, Call Centers, Troubleshooting, Telecommunications, Accounting, Finance
Education
Keller Graduate School of Management of DeVry University 2005 — 2008
M.B.A., Finance
Columbus State University 1998 — 2002
B.B.A., Finance
Time Warner Cable April 2013 - Present
Time Warner Cable June 2012 - April 2013
Enterprise Holdings May 2010 - April 2012
Enterprise Holdings Inc. September 2009 - May 2010
AT&T January 2008 - September 2009
E*TRADE Financial Corporation April 2006 - December 2007
IKON Group Financial Services May 2002 - April 2006
Skills
Management, Forecasting, Customer Service, Analysis, Sales, Customer Satisfaction, Customer Retention, Account Management, Sales Management, Microsoft Excel, Financial Analysis, Team Leadership, Leadership, Budgets, Direct Sales, Marketing, Salesforce.com, PeopleSoft, Team Building, Call Centers, Troubleshooting, Telecommunications, Accounting, Finance
Education
Keller Graduate School of Management of DeVry University 2005 — 2008
M.B.A., Finance
Columbus State University 1998 — 2002
B.B.A., Finance
Janet Panther's E*TRADE Financial Corporation Experience June 2007 - May 2009
Job
Industry Information Technology and Services
Experience
E*TRADE Financial November 2013 - Present
E*Trade Financial June 2006 - Present
E*TRADE Financial June 2006 - Present
E*TRADE Financial Corporation June 2007 - May 2009
Saint Leo University June 2005 - May 2006
Delta Air Lines April 2000 - May 2006
Delta Air Lines 2000 - 2006
Army April 1990 - March 2000
HHC, 732nd MI BN 1991 - 1997
Skills
Project Management, Unix, SDLC, Vendor Management, Management, Disaster Recovery, PMO, Visio, Enterprise Architecture, Program Management, PMP, Security, Business Analysis, Agile Methodologies, Requirements Gathering, Enterprise Software, Leadership, Networking, Software Documentation, Integration, Requirements Analysis, Solaris, Systems Analysis, Infrastructure, Information Technology, IT Strategy, IT Management, ITIL v3 Foundations..., ITIL Service Strategy
Education
Stop At Nothing 2015 — 2015
HILS 2 - Organizational Leadership (Scheduled for November 2015)
Stop At Nothing 2014 — 2014
HILS 1
Regis University 2002 — 2004
MSCIT
Saint Leo University 1993 — 2000
Bachelor’s Degree
Chaminade University of Honolulu 1994 — 1996
Associate’s Degree
E*TRADE Financial November 2013 - Present
E*Trade Financial June 2006 - Present
E*TRADE Financial June 2006 - Present
E*TRADE Financial Corporation June 2007 - May 2009
Saint Leo University June 2005 - May 2006
Delta Air Lines April 2000 - May 2006
Delta Air Lines 2000 - 2006
Army April 1990 - March 2000
HHC, 732nd MI BN 1991 - 1997
Skills
Project Management, Unix, SDLC, Vendor Management, Management, Disaster Recovery, PMO, Visio, Enterprise Architecture, Program Management, PMP, Security, Business Analysis, Agile Methodologies, Requirements Gathering, Enterprise Software, Leadership, Networking, Software Documentation, Integration, Requirements Analysis, Solaris, Systems Analysis, Infrastructure, Information Technology, IT Strategy, IT Management, ITIL v3 Foundations..., ITIL Service Strategy
Education
Stop At Nothing 2015 — 2015
HILS 2 - Organizational Leadership (Scheduled for November 2015)
Stop At Nothing 2014 — 2014
HILS 1
Regis University 2002 — 2004
MSCIT
Saint Leo University 1993 — 2000
Bachelor’s Degree
Chaminade University of Honolulu 1994 — 1996
Associate’s Degree
Wesley Strickland's E*TRADE Financial Corporation Experience March 2015 - Present
Job
Industry Financial Services
Experience
E*TRADE Financial Corporation March 2015 - Present
E*TRADE Financial Corporation November 2014 - March 2015
Lyster Watson April 2012 - March 2014
Guardian Ad Litem Program October 2004 - June 2011
LA Weightloss March 2006 - October 2006
Skills
Leadership, Human Resources, Coaching, Management, Strategic Planning, Fundraising, Hedge Funds, Social Services, Marketing, Research, Leadership Development, Investments, Organizational..., Change Management, Training, Psychotherapy, Project Management, Sales, Psychology, Program Development, Qualitative Research, Community Outreach, Case Management, Mental Health, Accounting, Consulting, Executive Coaching, Compliance, Corporate Finance, FINRA, Healthcare, Contract Negotiation, Alternative Investments, QuickBooks, Financial Analysis, Financial Services, Writing, Organizational Diagnosis, Business Operations, General Securities..., Series 63, Series 7, Internal Controls, Fund Of Funds, Auditing, Broker-Dealer
Education
University of the Rockies 2008 — 2010
Master's of Arts, Psychology - Emphasis Organizational Leadership
Brevard Community College 2002 — 2004
Associates of Science, Crime Scene Technology
Loyola University New Orleans 1994 — 1998
Bachelor of Arts, Philosophy
E*TRADE Financial Corporation March 2015 - Present
E*TRADE Financial Corporation November 2014 - March 2015
Lyster Watson April 2012 - March 2014
Guardian Ad Litem Program October 2004 - June 2011
LA Weightloss March 2006 - October 2006
Skills
Leadership, Human Resources, Coaching, Management, Strategic Planning, Fundraising, Hedge Funds, Social Services, Marketing, Research, Leadership Development, Investments, Organizational..., Change Management, Training, Psychotherapy, Project Management, Sales, Psychology, Program Development, Qualitative Research, Community Outreach, Case Management, Mental Health, Accounting, Consulting, Executive Coaching, Compliance, Corporate Finance, FINRA, Healthcare, Contract Negotiation, Alternative Investments, QuickBooks, Financial Analysis, Financial Services, Writing, Organizational Diagnosis, Business Operations, General Securities..., Series 63, Series 7, Internal Controls, Fund Of Funds, Auditing, Broker-Dealer
Education
University of the Rockies 2008 — 2010
Master's of Arts, Psychology - Emphasis Organizational Leadership
Brevard Community College 2002 — 2004
Associates of Science, Crime Scene Technology
Loyola University New Orleans 1994 — 1998
Bachelor of Arts, Philosophy
Idris Herring Idris Herring's E*TRADE Financial Corporation Experience August 2015 - Present
Job Financial Services Representative at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation August 2015 - Present
NextGen Climate September 2014 - October 2014
FBMC Benefits Management March 2014 - May 2014
Farbman Group May 2013 - August 2013
Bob Jeannotte Buick GMC June 2012 - August 2012
Hilton Garden Inn July 2009 - August 2009
Skills
Microsoft Office, Internet, Social Networking, Communication, Teamwork, PowerPoint, Microsoft Word, Time Management, Microsoft Excel, Customer Service, Leadership, Data Entry, English, Networking, Creative Writing, Customer Satisfaction, Public Speaking, Event Planning, Social Media
Education
Florida A&M University 2010 — 2015
Bachelor’s Degree, Business Administration, Finance
Harrison High School 2006 — 2010
High School, General Studies
E*TRADE Financial Corporation August 2015 - Present
NextGen Climate September 2014 - October 2014
FBMC Benefits Management March 2014 - May 2014
Farbman Group May 2013 - August 2013
Bob Jeannotte Buick GMC June 2012 - August 2012
Hilton Garden Inn July 2009 - August 2009
Skills
Microsoft Office, Internet, Social Networking, Communication, Teamwork, PowerPoint, Microsoft Word, Time Management, Microsoft Excel, Customer Service, Leadership, Data Entry, English, Networking, Creative Writing, Customer Satisfaction, Public Speaking, Event Planning, Social Media
Education
Florida A&M University 2010 — 2015
Bachelor’s Degree, Business Administration, Finance
Harrison High School 2006 — 2010
High School, General Studies
Jennifer (Winter) Persico's E*TRADE Financial Corporation Experience April 2015 - Present
Job
Industry Financial Services
Experience
E*TRADE Financial Corporation April 2015 - Present
Skills
Diversity & Inclusion, Affirmative Action..., Employment Law, Litigation, Civil Litigation, Arbitration, Discrimination, Employment Contracts, Non-compete Agreements, Traditional Labor Law, Trade Secrets, FLSA, Employment Practices..., Legal Advice, Employment..., Class Actions, Executive Compensation..., Legal Writing, Mediation, Corporate Governance, Legal Research, Corporate Law, Commercial Litigation
Education
The Catholic University of America, Columbus School of Law 1996 — 1999
J.D., Magna Cum Laude
Cornell University 1992 — 1996
B.S., Industrial and Labor Relations
E*TRADE Financial Corporation April 2015 - Present
Skills
Diversity & Inclusion, Affirmative Action..., Employment Law, Litigation, Civil Litigation, Arbitration, Discrimination, Employment Contracts, Non-compete Agreements, Traditional Labor Law, Trade Secrets, FLSA, Employment Practices..., Legal Advice, Employment..., Class Actions, Executive Compensation..., Legal Writing, Mediation, Corporate Governance, Legal Research, Corporate Law, Commercial Litigation
Education
The Catholic University of America, Columbus School of Law 1996 — 1999
J.D., Magna Cum Laude
Cornell University 1992 — 1996
B.S., Industrial and Labor Relations
Chad Peshak's E*TRADE Financial Corporation Experience July 2015 - Present
Job HR Director, Technology Development/Infrastructure at E*Trade Financial
Industry Financial Services
Experience
E*TRADE Financial Corporation July 2015 - Present
Silver Spring Networks September 2013 - June 2015
Oracle May 2012 - September 2013
Bank of America Merrill Lynch May 2011 - May 2012
Electronic Arts April 2008 - January 2011
Microsoft July 2004 - March 2008
Sun Microsystems 2003 - 2003
Hewitt Associates March 1999 - May 2002
Diamond Management & Technology Consultants April 1998 - March 1999
Skills
Performance Management, Change Management, Organizational Design, Executive Coaching, Talent Management, Employee Relations, Coaching, Human Capital, MBTI, Workforce Planning, HR Transformation, Deferred Compensation, Succession Planning, Talent Acquisition, Employee Engagement, Recruiting, Human Resources
Education
Cornell University 2002 — 2004
MILR, HR, Organizational Behavior
Wake Forest University 1994 — 1998
BS, Business
E*TRADE Financial Corporation July 2015 - Present
Silver Spring Networks September 2013 - June 2015
Oracle May 2012 - September 2013
Bank of America Merrill Lynch May 2011 - May 2012
Electronic Arts April 2008 - January 2011
Microsoft July 2004 - March 2008
Sun Microsystems 2003 - 2003
Hewitt Associates March 1999 - May 2002
Diamond Management & Technology Consultants April 1998 - March 1999
Skills
Performance Management, Change Management, Organizational Design, Executive Coaching, Talent Management, Employee Relations, Coaching, Human Capital, MBTI, Workforce Planning, HR Transformation, Deferred Compensation, Succession Planning, Talent Acquisition, Employee Engagement, Recruiting, Human Resources
Education
Cornell University 2002 — 2004
MILR, HR, Organizational Behavior
Wake Forest University 1994 — 1998
BS, Business
Jason Budrick CFP®, AWMA® Jason Budrick CFP®, AWMA®'s E*TRADE Financial Corporation Experience 2006 - 2007
Job Financial Advisor
Industry Financial Services
Experience
LJPR Financial Advisors November 2011 - Present
PNC 2010 - 2011
Flexible Plan Investments, Ltd. 2010 - 2010
Charles Schwab 2007 - 2008
E*TRADE Financial Corporation 2006 - 2007
TD Waterhouse 2003 - 2006
Fidelity Investments 2001 - 2003
Education
Forest Hills Central
Forest Hills Central 1992 — 1996
Michigan State University 1997 — 2000
BA, Finance
College for Financial Planning 2011 — 2012
Accredited Wealth Management Advisor, Financial Planning and Services
Florida State University 2004 — 2007
Certificate in Financial Planning
LJPR Financial Advisors November 2011 - Present
PNC 2010 - 2011
Flexible Plan Investments, Ltd. 2010 - 2010
Charles Schwab 2007 - 2008
E*TRADE Financial Corporation 2006 - 2007
TD Waterhouse 2003 - 2006
Fidelity Investments 2001 - 2003
Education
Forest Hills Central
Forest Hills Central 1992 — 1996
Michigan State University 1997 — 2000
BA, Finance
College for Financial Planning 2011 — 2012
Accredited Wealth Management Advisor, Financial Planning and Services
Florida State University 2004 — 2007
Certificate in Financial Planning
Steven Vafiadou Steven Vafiadou's E*TRADE Financial Corporation Experience May 2015 - Present
Job Financial Services Professional
Industry Financial Services
Experience
E*TRADE Financial Corporation May 2015 - Present
Morgan Stanley Wealth Management April 2012 - May 2015
Quadrant HealthCom Inc. April 2011 - April 2012
Quadrant HealthCom Inc. July 2010 - April 2011
AceDepot February 2010 - July 2010
Skills
Fundraising, Management, Advertising, Microsoft Excel, PowerPoint, Nonprofits, Microsoft Office, Microsoft Word, Social Media, Research, Public Speaking, Account Management, Customer Service, Recruiting, Event Planning
Education
Clemson University 2004 — 2008
BA, Economics
E*TRADE Financial Corporation May 2015 - Present
Morgan Stanley Wealth Management April 2012 - May 2015
Quadrant HealthCom Inc. April 2011 - April 2012
Quadrant HealthCom Inc. July 2010 - April 2011
AceDepot February 2010 - July 2010
Skills
Fundraising, Management, Advertising, Microsoft Excel, PowerPoint, Nonprofits, Microsoft Office, Microsoft Word, Social Media, Research, Public Speaking, Account Management, Customer Service, Recruiting, Event Planning
Education
Clemson University 2004 — 2008
BA, Economics
Keith R Schneider's E*TRADE Financial Corporation Experience February 2013 - Present
Job E*TRADE Securities LLC, E*TRADE Capital Management LLC Financial Consultant
Industry Financial Services
Experience
E*TRADE Financial Corporation February 2013 - Present
Chase Investment Services Corp January 2008 - February 2013
Skills
Series 7, Wealth Management, Asset Allocation, Retirement Planning, Asset Management, Portfolio Management, Capital Markets, Customer Service, Financial Analysis
Education
City University of New York-Brooklyn College
Bachelor's degree, Finance
E*TRADE Financial Corporation February 2013 - Present
Chase Investment Services Corp January 2008 - February 2013
Skills
Series 7, Wealth Management, Asset Allocation, Retirement Planning, Asset Management, Portfolio Management, Capital Markets, Customer Service, Financial Analysis
Education
City University of New York-Brooklyn College
Bachelor's degree, Finance
Jabastine Moses Jabastine Moses's E*TRADE Financial Corporation Experience November 2013 - July 2015
Job Vice President, Software Solutions Technology Management at State Street
Industry Capital Markets
Experience
State Street Global Exchange (SSGX) July 2015 - Present
E*TRADE Financial Corporation November 2013 - July 2015
E*TRADE Financial Corporation December 2009 - November 2013
E*TRADE Financial Corporation March 2008 - December 2009
J.P. Morgan (Bear Stearns) October 2006 - February 2008
Covansys (Lucent Technologies) 2002 - 2006
Cisco System 2001 - 2002
Lucent Technologies 1998 - 2001
Tata Consultancy Services (Nortel) 1996 - 1998
Skills
Market Data, Trading Systems, SDLC, Electronic Trading, Derivatives, Equities, Capital Markets, Investment Banking, Unix, Shell Scripting, Trading, Architecture, Quantitative Analytics, Fixed Income, Options, Software Development, Enterprise Architecture, FX Options
Education
Duke University - The Fuqua School of Business 2005 — 2006
MBA, Finance
North Carolina State University 2001 — 2003
M.S, Computer Engineering
University of Mumbai 1992 — 1996
BE, Electronics Engineering
Harvard University 2013 — 2018
Harvard Extension School, Master of Liberal Arts, General Management
State Street Global Exchange (SSGX) July 2015 - Present
E*TRADE Financial Corporation November 2013 - July 2015
E*TRADE Financial Corporation December 2009 - November 2013
E*TRADE Financial Corporation March 2008 - December 2009
J.P. Morgan (Bear Stearns) October 2006 - February 2008
Covansys (Lucent Technologies) 2002 - 2006
Cisco System 2001 - 2002
Lucent Technologies 1998 - 2001
Tata Consultancy Services (Nortel) 1996 - 1998
Skills
Market Data, Trading Systems, SDLC, Electronic Trading, Derivatives, Equities, Capital Markets, Investment Banking, Unix, Shell Scripting, Trading, Architecture, Quantitative Analytics, Fixed Income, Options, Software Development, Enterprise Architecture, FX Options
Education
Duke University - The Fuqua School of Business 2005 — 2006
MBA, Finance
North Carolina State University 2001 — 2003
M.S, Computer Engineering
University of Mumbai 1992 — 1996
BE, Electronics Engineering
Harvard University 2013 — 2018
Harvard Extension School, Master of Liberal Arts, General Management
Staci Edwards's E*TRADE Financial Corporation Experience 1999 - 2000
Job Store Support and Customer Relations
Industry Information Services
Experience
MovieStop, LLC May 2011 - Present
ADP 2000 - 2009
E*TRADE Financial Corporation 1999 - 2000
Primerica 1997 - 1999
Skills
Help Desk Support, Troubleshooting, Computer Hardware..., IT Hardware Support, Corporate Training, Customer Support, Online Help, Customer Insight, Customer Satisfaction, Customer Service, Phone Etiquette, Patient Relations..., Customer Relations, Computer Hardware, Training, Problem Solving, Microsoft Office, Microsoft Dynamics NAV, Ideas Development, Collaborative Problem..., Customer Experience, Toastmasters, Team Leadership
Education
Chattahoochee Technical College 2011 — 2014
Business/Office Automation/Technology/Data Entry
MovieStop, LLC May 2011 - Present
ADP 2000 - 2009
E*TRADE Financial Corporation 1999 - 2000
Primerica 1997 - 1999
Skills
Help Desk Support, Troubleshooting, Computer Hardware..., IT Hardware Support, Corporate Training, Customer Support, Online Help, Customer Insight, Customer Satisfaction, Customer Service, Phone Etiquette, Patient Relations..., Customer Relations, Computer Hardware, Training, Problem Solving, Microsoft Office, Microsoft Dynamics NAV, Ideas Development, Collaborative Problem..., Customer Experience, Toastmasters, Team Leadership
Education
Chattahoochee Technical College 2011 — 2014
Business/Office Automation/Technology/Data Entry
Daniel Gebhardt's E*TRADE Financial Corporation Experience April 2014 - Present
Job Network Operations Specialist at NBCUniversal, Inc.
Industry Broadcast Media
Experience
PSAV July 2015 - Present
NBCUniversal, Inc. August 2014 - Present
E*TRADE Financial Corporation April 2014 - Present
Phoenix Media February 2010 - Present
Hawaii's KIKU Television March 2014 - August 2014
Ambiance Photographic October 2012 - March 2014
Technology Conservation Group August 2013 - February 2014
JGM Property Group March 2012 - August 2012
Current Affairs March 2012 - August 2012
US Army March 2005 - November 2009
Skills
Autodesk Software, Adobe Creative Suite, Final Cut Studio, Final Draft Pro, Broadcast Engineering, Master Control, Microsoft Office, Cinematography, Photography, HTML, CSS, JavaScript, WordPress
Education
Full Sail University 2010 — 2013
Bachelor's degree, New Media Arts, 3.77GPA
PSAV July 2015 - Present
NBCUniversal, Inc. August 2014 - Present
E*TRADE Financial Corporation April 2014 - Present
Phoenix Media February 2010 - Present
Hawaii's KIKU Television March 2014 - August 2014
Ambiance Photographic October 2012 - March 2014
Technology Conservation Group August 2013 - February 2014
JGM Property Group March 2012 - August 2012
Current Affairs March 2012 - August 2012
US Army March 2005 - November 2009
Skills
Autodesk Software, Adobe Creative Suite, Final Cut Studio, Final Draft Pro, Broadcast Engineering, Master Control, Microsoft Office, Cinematography, Photography, HTML, CSS, JavaScript, WordPress
Education
Full Sail University 2010 — 2013
Bachelor's degree, New Media Arts, 3.77GPA
Seema Winsor's E*TRADE Financial Corporation Experience April 2014 - Present
Job Process Innovator
Industry Financial Services
Experience
E*TRADE Financial Corporation April 2014 - Present
Stamford Robotics 2007 - Present
FIRST September 2003 - Present
HealthFleet, Inc. February 2013 - January 2014
GE October 2010 - February 2013
Stamford Public Education Foundation 2007 - October 2010
Pitney Bowes Inc 1997 - September 2010
Skills
Certified Project..., Program Management, Leadership, Team Building, Project Management, Six Sigma, Cross-functional Team..., Process Improvement, Management, Business Process, Team Leadership, Product Development, Change Management, Strategy, Product Management, Strategic Partnerships, Operations Management, Marketing Strategy, Business Development, Marketing, Analysis, Start-ups, Integration, Business Strategy, Enterprise Software, Talent Management, Strategic Planning, Business Analysis, CRM, Business Process..., Management Consulting, Entrepreneurship, Vendor Management
Education
University of Connecticut 2004 — 2005
Advanced Business Certificate in Corporate Finance, Finance
University of Bridgeport 1989 — 1991
MS, Computer Engineering
Delhi College of Engineering
B.Engg., Electrical Engineering
Modern School Barakhamba Road
E*TRADE Financial Corporation April 2014 - Present
Stamford Robotics 2007 - Present
FIRST September 2003 - Present
HealthFleet, Inc. February 2013 - January 2014
GE October 2010 - February 2013
Stamford Public Education Foundation 2007 - October 2010
Pitney Bowes Inc 1997 - September 2010
Skills
Certified Project..., Program Management, Leadership, Team Building, Project Management, Six Sigma, Cross-functional Team..., Process Improvement, Management, Business Process, Team Leadership, Product Development, Change Management, Strategy, Product Management, Strategic Partnerships, Operations Management, Marketing Strategy, Business Development, Marketing, Analysis, Start-ups, Integration, Business Strategy, Enterprise Software, Talent Management, Strategic Planning, Business Analysis, CRM, Business Process..., Management Consulting, Entrepreneurship, Vendor Management
Education
University of Connecticut 2004 — 2005
Advanced Business Certificate in Corporate Finance, Finance
University of Bridgeport 1989 — 1991
MS, Computer Engineering
Delhi College of Engineering
B.Engg., Electrical Engineering
Modern School Barakhamba Road
Thomas Cancro Thomas Cancro's E*TRADE Financial Corporation Experience August 2015 - Present
Job Fraud Analyst at E*Trade Financial
Industry Financial Services
Experience
E*TRADE Financial Corporation August 2015 - Present
E*TRADE Financial Corporation April 2014 - August 2015
E*TRADE Financial Corporation April 2013 - April 2014
Skills
Microsoft Excel, PowerPoint, Pivot Tables, Numerical Ability, Time Management, Teamwork, Microsoft Office, Microsoft Word, Teaching, Critical Thinking, Customer Service, Data Entry, Management, Software Documentation, Accounting, Financial Analysis, Finance, Sales, Social Networking
Education
University of Central Florida - College of Business Administration 2009 — 2011
Bachelor's degree, Finance, General
Florida State University 2007 — 2009
Associate's degree, Meteorology
E*TRADE Financial Corporation August 2015 - Present
E*TRADE Financial Corporation April 2014 - August 2015
E*TRADE Financial Corporation April 2013 - April 2014
Skills
Microsoft Excel, PowerPoint, Pivot Tables, Numerical Ability, Time Management, Teamwork, Microsoft Office, Microsoft Word, Teaching, Critical Thinking, Customer Service, Data Entry, Management, Software Documentation, Accounting, Financial Analysis, Finance, Sales, Social Networking
Education
University of Central Florida - College of Business Administration 2009 — 2011
Bachelor's degree, Finance, General
Florida State University 2007 — 2009
Associate's degree, Meteorology
Alan Rivkin Alan Rivkin's E*TRADE Financial Corporation Experience February 2015 - Present
Job Regulatory Reporting Analyst at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation February 2015 - Present
E*TRADE Financial July 2013 - Present
E*TRADE Financial August 2011 - July 2013
E*TRADE Financial Corporation November 2010 - August 2011
Lime Brokerage LLC June 2009 - August 2009
Merrill Lynch June 2007 - August 2007
Skills
Series 7, Financial Analysis, Financial Services, Securities, Wealth Management, Data Analysis, Asset Management, Financial Risk, Regulatory Reporting, Financial Reporting, Relationship Management, Finance, Equities, Microsoft Excel, Research
Education
Emory University 2006 — 2010
Bachelor's degree, Economics
Tenafly High School (Class of 2006) 2002 — 2006
E*TRADE Financial Corporation February 2015 - Present
E*TRADE Financial July 2013 - Present
E*TRADE Financial August 2011 - July 2013
E*TRADE Financial Corporation November 2010 - August 2011
Lime Brokerage LLC June 2009 - August 2009
Merrill Lynch June 2007 - August 2007
Skills
Series 7, Financial Analysis, Financial Services, Securities, Wealth Management, Data Analysis, Asset Management, Financial Risk, Regulatory Reporting, Financial Reporting, Relationship Management, Finance, Equities, Microsoft Excel, Research
Education
Emory University 2006 — 2010
Bachelor's degree, Economics
Tenafly High School (Class of 2006) 2002 — 2006
Aman Malik Aman Malik's E*TRADE Financial Corporation Experience August 2015 - Present
Job Director at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation August 2015 - Present
GE Capital October 2014 - July 2015
KPMG February 2013 - October 2014
UBS Financial Services (Wealth Management Americas) August 2007 - February 2013
Priceline.com August 2002 - August 2007
Deutsche Bank October 2000 - August 2002
PricewaterhouseCoopers November 1998 - October 2000
Skills
Six Sigma, ITIL v3 Foundations..., Configuration Management, SDLC, IT Strategy, Process Improvement, Business Intelligence, Requirements Analysis, Data Warehousing, Business Requirements, Project Management, Software Project..., Business Analysis, Business Process..., IT Service Management, Incident Management, Leadership, Strategy, Enterprise Architecture, Management, Consulting, Analytics, Management Consulting
Education
Stevens Institute of Technology
Master's Degree, Technology Management, 3.98
Columbia University in the City of New York
Database Management, Technology Application Program
University of Minnesota-Twin Cities
Diploma Audio Engineering, Audio Engineering
Sydenham College - University of Mumbai
BA, Financial Management and Business Administration
E*TRADE Financial Corporation August 2015 - Present
GE Capital October 2014 - July 2015
KPMG February 2013 - October 2014
UBS Financial Services (Wealth Management Americas) August 2007 - February 2013
Priceline.com August 2002 - August 2007
Deutsche Bank October 2000 - August 2002
PricewaterhouseCoopers November 1998 - October 2000
Skills
Six Sigma, ITIL v3 Foundations..., Configuration Management, SDLC, IT Strategy, Process Improvement, Business Intelligence, Requirements Analysis, Data Warehousing, Business Requirements, Project Management, Software Project..., Business Analysis, Business Process..., IT Service Management, Incident Management, Leadership, Strategy, Enterprise Architecture, Management, Consulting, Analytics, Management Consulting
Education
Stevens Institute of Technology
Master's Degree, Technology Management, 3.98
Columbia University in the City of New York
Database Management, Technology Application Program
University of Minnesota-Twin Cities
Diploma Audio Engineering, Audio Engineering
Sydenham College - University of Mumbai
BA, Financial Management and Business Administration
Melissa Saint-Victor Melissa Saint-Victor's E*TRADE Financial Corporation Experience January 2001 - December 2002
Job Budget Analyst at Alion Science and Technology
Industry Defense & Space
Experience
Alion Science and Technology July 2014 - Present
Alion Science and Technology May 2010 - June 2014
The Ritz-Carlton, Pentagon City July 2006 - April 2010
The Ritz-Carlton, Pentagon City November 2004 - July 2006
E*TRADE Financial Corporation January 2001 - December 2002
Skills
DoD, Program Management, Security Clearance, Government, Government Contracting, Budgets, Event Planning, Air Force Acquisition, Aircraft Acquisitions, PPBE, ABIDES, RAPIDS, AFM, DAMIR, SMART, Hotels, Meeting Planning, Coordinating Special..., Highly detail oriented, Client Billing, Culinary Education, Culinary Skills, Banquet Events, Conference Services, Customer Service, Leadership
Education
The Art Institute of Washington 2002 — 2004
Associate of Arts (A.A.), Culinary Arts
George Mason University 1996 — 2001
Bachelor of Arts (B.A.), Communications
Defense Acquisition University
Alion Science and Technology July 2014 - Present
Alion Science and Technology May 2010 - June 2014
The Ritz-Carlton, Pentagon City July 2006 - April 2010
The Ritz-Carlton, Pentagon City November 2004 - July 2006
E*TRADE Financial Corporation January 2001 - December 2002
Skills
DoD, Program Management, Security Clearance, Government, Government Contracting, Budgets, Event Planning, Air Force Acquisition, Aircraft Acquisitions, PPBE, ABIDES, RAPIDS, AFM, DAMIR, SMART, Hotels, Meeting Planning, Coordinating Special..., Highly detail oriented, Client Billing, Culinary Education, Culinary Skills, Banquet Events, Conference Services, Customer Service, Leadership
Education
The Art Institute of Washington 2002 — 2004
Associate of Arts (A.A.), Culinary Arts
George Mason University 1996 — 2001
Bachelor of Arts (B.A.), Communications
Defense Acquisition University
Powell Jones Powell Jones's E*TRADE Financial Corporation Experience June 2004 - March 2009
Job Management Consulting at Accenture
Industry Management Consulting
Experience
Accenture May 2012 - Present
Resources Global Professionals October 2010 - May 2012
Capital Access Network, Inc. May 2010 - August 2010
E*TRADE Financial Corporation June 2004 - March 2009
FleetBoston Financial Corporation February 1998 - March 2004
Barnett Banks, Inc. March 1995 - February 1998
Berkshie Capital Corporation April 1989 - March 1995
First American Corporation July 1986 - April 1989
Skills
Management Consulting, Marketing Strategy, Data Warehousing, Strategic Financial..., Mergers, Acquisition Integration, Business Strategy, Business Intelligence, Business Process..., Analytics, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA
Wharton School, University of Pennsylvania 1991 — 1993
Professional Certification
Emory University 1982 — 1986
BA
Accenture May 2012 - Present
Resources Global Professionals October 2010 - May 2012
Capital Access Network, Inc. May 2010 - August 2010
E*TRADE Financial Corporation June 2004 - March 2009
FleetBoston Financial Corporation February 1998 - March 2004
Barnett Banks, Inc. March 1995 - February 1998
Berkshie Capital Corporation April 1989 - March 1995
First American Corporation July 1986 - April 1989
Skills
Management Consulting, Marketing Strategy, Data Warehousing, Strategic Financial..., Mergers, Acquisition Integration, Business Strategy, Business Intelligence, Business Process..., Analytics, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA
Wharton School, University of Pennsylvania 1991 — 1993
Professional Certification
Emory University 1982 — 1986
BA
Adam Nadler Adam Nadler's E*TRADE Financial Corporation Experience April 2004 - May 2005
Job Proprietary Trader | Serial Entrepreneur | Equities, Commodities, Futures | Strategic Planning | Balance Risk Vs Rewards
Industry Financial Services
Experience
Pope Trading LLC April 2013 - Present
Wovo May 2014 - Present
CrossFit Immersion 2010 - Present
Schonfeld Securities January 2010 - April 2013
T3 Trading Group, LLC May 2005 - January 2010
E*TRADE Financial Corporation April 2004 - May 2005
Schonfeld Securities April 2001 - April 2004
Skills
Proprietary Trading, Equities, Technical Analysis, Resiliency, Trading Strategies, Team Leadership, Risk Management, New Business Development, Client Relations, Entrepreneurship, Profit Building, Staff Management, Staff Development, Start-up Operations, Team Motivation, Employee Relations, Strategic Planning, Business Strategy, Business Analysis, Start-ups
Education
Emory University 1995 — 1999
Bachelor of Arts (BA), Sociology
Pope Trading LLC April 2013 - Present
Wovo May 2014 - Present
CrossFit Immersion 2010 - Present
Schonfeld Securities January 2010 - April 2013
T3 Trading Group, LLC May 2005 - January 2010
E*TRADE Financial Corporation April 2004 - May 2005
Schonfeld Securities April 2001 - April 2004
Skills
Proprietary Trading, Equities, Technical Analysis, Resiliency, Trading Strategies, Team Leadership, Risk Management, New Business Development, Client Relations, Entrepreneurship, Profit Building, Staff Management, Staff Development, Start-up Operations, Team Motivation, Employee Relations, Strategic Planning, Business Strategy, Business Analysis, Start-ups
Education
Emory University 1995 — 1999
Bachelor of Arts (BA), Sociology
Alan Langworthy's E*TRADE Financial Corporation Experience April 2014 - Present
Job Interest rate quant
Industry Financial Services
Experience
E*TRADE Financial Corporation April 2014 - Present
Euclid Technology September 2010 - April 2014
Skills
Databases, Microsoft SQL Server
Education
Columbia University in the City of New York
Master's degree, Applied Mathematics
University of Maryland College Park
Bachelor of Science (B.S.), Mathematics
E*TRADE Financial Corporation April 2014 - Present
Euclid Technology September 2010 - April 2014
Skills
Databases, Microsoft SQL Server
Education
Columbia University in the City of New York
Master's degree, Applied Mathematics
University of Maryland College Park
Bachelor of Science (B.S.), Mathematics
Shitij Gupta Shitij Gupta's E*TRADE Financial Corporation Experience February 2014 - Present
Job Product Manager at Etrade
Industry Financial Services
Experience
E*TRADE Financial Corporation February 2014 - Present
Morgan Stanley July 2010 - February 2014
Money Matters Financial Services June 2009 - August 2009
FIRE Capital Fund Private Limited June 2008 - August 2008
D. E. Shaw & Co. June 2007 - August 2007
Skills
Fixed Income, Equities, Securities, Valuation, Financial Modeling, Bloomberg, SNL, SPSS, R, Microsoft Office, Sweeps, Private Banking, Deposits, Business Analysis, Banking, Corporate Finance, Data Analysis, Management, Portfolio Management, Financial Analysis
Education
University of Michigan 2006 — 2010
BA, Economics
Delhi Public School - R. K. Puram 2000 — 2006
E*TRADE Financial Corporation February 2014 - Present
Morgan Stanley July 2010 - February 2014
Money Matters Financial Services June 2009 - August 2009
FIRE Capital Fund Private Limited June 2008 - August 2008
D. E. Shaw & Co. June 2007 - August 2007
Skills
Fixed Income, Equities, Securities, Valuation, Financial Modeling, Bloomberg, SNL, SPSS, R, Microsoft Office, Sweeps, Private Banking, Deposits, Business Analysis, Banking, Corporate Finance, Data Analysis, Management, Portfolio Management, Financial Analysis
Education
University of Michigan 2006 — 2010
BA, Economics
Delhi Public School - R. K. Puram 2000 — 2006
Natalie Romano Natalie Romano's E*TRADE Financial Corporation Experience July 2014 - June 2015
Job Web Developer at GoLive Labs
Industry Internet
Experience
E*TRADE Financial Corporation July 2014 - June 2015
NASA Ames Research Center December 2011 - July 2014
San Jose Pride February 2011 - May 2012
United States Air Force July 2005 - December 2010
Skills
JavaScript, HTML, HTML5, CSS, jQuery, AngularJS, Node.js, Express.js, Git, GruntJS, Github, Heroku, Subversion, Java, C++, Socket.io, Filezilla, FTP, SharePoint, Microsoft Office, MySQL, PHP, Paint.NET, Notepad++, LaTeX, MS Office Suite, kickstarter, Dreamweaver, IMAP, Google Maps API, Karma, Unit Testing, Artificial Intelligence, Web Design
Education
California State University-East Bay 2012 — 2014
Bachelor of Science (BS), Computer Science
Defense Language Institute 2008 — 2010
Basic Korean Language
US Air Force Academy 2005 — 2008
None, Computer Science
E*TRADE Financial Corporation July 2014 - June 2015
NASA Ames Research Center December 2011 - July 2014
San Jose Pride February 2011 - May 2012
United States Air Force July 2005 - December 2010
Skills
JavaScript, HTML, HTML5, CSS, jQuery, AngularJS, Node.js, Express.js, Git, GruntJS, Github, Heroku, Subversion, Java, C++, Socket.io, Filezilla, FTP, SharePoint, Microsoft Office, MySQL, PHP, Paint.NET, Notepad++, LaTeX, MS Office Suite, kickstarter, Dreamweaver, IMAP, Google Maps API, Karma, Unit Testing, Artificial Intelligence, Web Design
Education
California State University-East Bay 2012 — 2014
Bachelor of Science (BS), Computer Science
Defense Language Institute 2008 — 2010
Basic Korean Language
US Air Force Academy 2005 — 2008
None, Computer Science
Matthew Connors Matthew Connors's E*TRADE Financial Corporation Experience May 2014 - Present
Job Director, Operational Marketing at E*TRADE Financial Corporation
Industry Medical Devices
Experience
E*TRADE Financial Corporation May 2014 - Present
Biomet December 2011 - May 2014
Biomet May 2009 - December 2011
Biomet March 2007 - May 2009
Duke Realty Corporation March 2005 - March 2007
Duke Realty Corporation March 2004 - March 2005
CCS Medical May 2002 - March 2004
CCS Medical May 2000 - May 2002
Skills
Project Management, Budgets, Proposal Writing, Editing, Creative Direction, Medical Devices, Product Launch, Marketing Communications, Strategic Planning, Team Building, Brand Development, Product Development, Public Relations, Cross-functional Team..., Leadership, Salesforce.com, Sales, CRM, Marketing, Selling, Marketing Management, Marketing Strategy, Analysis, Internal Communications, Competitive Analysis, Market Research, Market Planning, Market Development, Global Marketing, Sales Operations
Education
Duquesne University
Master’s Degree, Leadership
William Paterson University of New Jersey 1996 — 1999
Bachelor of Science, Major: Business Management; Concentration: Marketing
E*TRADE Financial Corporation May 2014 - Present
Biomet December 2011 - May 2014
Biomet May 2009 - December 2011
Biomet March 2007 - May 2009
Duke Realty Corporation March 2005 - March 2007
Duke Realty Corporation March 2004 - March 2005
CCS Medical May 2002 - March 2004
CCS Medical May 2000 - May 2002
Skills
Project Management, Budgets, Proposal Writing, Editing, Creative Direction, Medical Devices, Product Launch, Marketing Communications, Strategic Planning, Team Building, Brand Development, Product Development, Public Relations, Cross-functional Team..., Leadership, Salesforce.com, Sales, CRM, Marketing, Selling, Marketing Management, Marketing Strategy, Analysis, Internal Communications, Competitive Analysis, Market Research, Market Planning, Market Development, Global Marketing, Sales Operations
Education
Duquesne University
Master’s Degree, Leadership
William Paterson University of New Jersey 1996 — 1999
Bachelor of Science, Major: Business Management; Concentration: Marketing
Erika Marat, CPA's E*TRADE Financial Corporation Experience September 2014 - Present
Job Auditor at E*TRADE Financial Corporation
Industry Accounting
Experience
E*TRADE Financial Corporation September 2014 - Present
Dixon Hughes Goodman LLP January 2013 - May 2013
Financial Solutions Group, January 2010 - June 2010
UBS January 2010 - May 2010
United States Congress August 2009 - December 2009
Skills
Accounting, Financial Reporting, Financial Analysis, Management, Financial Statements, Microsoft Excel, Access, Tax Returns, Income Tax, ProSystem fx Tax, Tax, Finance, Auditing, external auditing, Nonprofit audit, A133 Audit, GAAP, Financial Accounting
Education
George Mason University 2009 — 2013
Bachelor of Science in Accounting
George Mason University - School of Business
E*TRADE Financial Corporation September 2014 - Present
Dixon Hughes Goodman LLP January 2013 - May 2013
Financial Solutions Group, January 2010 - June 2010
UBS January 2010 - May 2010
United States Congress August 2009 - December 2009
Skills
Accounting, Financial Reporting, Financial Analysis, Management, Financial Statements, Microsoft Excel, Access, Tax Returns, Income Tax, ProSystem fx Tax, Tax, Finance, Auditing, external auditing, Nonprofit audit, A133 Audit, GAAP, Financial Accounting
Education
George Mason University 2009 — 2013
Bachelor of Science in Accounting
George Mason University - School of Business
Matt Trokey Matt Trokey's E*TRADE Financial Corporation Experience July 2015 - Present
Job
Industry Financial Services
Experience
E*TRADE Financial Corporation July 2015 - Present
Consultants 2 Go July 2014 - July 2015
TD Ameritrade January 2013 - July 2014
Rosetta January 2009 - December 2012
American Express August 2004 - January 2009
American Express August 2004 - December 2007
Accenture September 1997 - July 2002
Skills
Segmentation, Financial Services, Strategy, Analytics, Product Management, Management, Customer Insight, Product Development, Strategic Brand..., Product Strategy, Consumer Insights, Social Media Marketing, CRM, Affluent Customer..., New Product Development, Customer Segmentation, User Experience Design, Mobile Marketing, Customer Loyalty
Education
Cornell University - Johnson Graduate School of Management 2002 — 2004
MBA, Strategy & Marketing
Imperial College London
Term Abroad
University of Missouri-Columbia
BS, Finance & Banking
E*TRADE Financial Corporation July 2015 - Present
Consultants 2 Go July 2014 - July 2015
TD Ameritrade January 2013 - July 2014
Rosetta January 2009 - December 2012
American Express August 2004 - January 2009
American Express August 2004 - December 2007
Accenture September 1997 - July 2002
Skills
Segmentation, Financial Services, Strategy, Analytics, Product Management, Management, Customer Insight, Product Development, Strategic Brand..., Product Strategy, Consumer Insights, Social Media Marketing, CRM, Affluent Customer..., New Product Development, Customer Segmentation, User Experience Design, Mobile Marketing, Customer Loyalty
Education
Cornell University - Johnson Graduate School of Management 2002 — 2004
MBA, Strategy & Marketing
Imperial College London
Term Abroad
University of Missouri-Columbia
BS, Finance & Banking
Bill Wittur Bill Wittur's E*TRADE Financial Corporation Experience 1996 - 1999
Job Owner & Partner, Noteworthy Wines
Industry Marketing and Advertising
Experience
Noteworthy Wines April 2011 - Present
Bottree Digital Services January 1998 - June 2013
Starcom MediaVest Group 2008 - 2008
The Loyalty Group October 2003 - January 2006
MindShare World Canada October 2002 - October 2003
Dunedain Multimedia 1999 - 2000
E*TRADE Financial Corporation 1996 - 1999
E*TRADE Financial Corporation 1996 - 1999
Skills
Online Advertising, Digital Strategy, Digital Marketing, Digital Media, Advertising, New Business Development, digital policy..., Wine, Wine Law, Wine Tasting, Wine Tours, Wine Lists, New Media, Event Management, Media Buying, Blogging, Marketing, Online Marketing, Market Planning
Education
Carleton University 1988 — 1991
BA, Economics
Carleton University 1987 — 1991
Bachelor of Arts Honours, Economics
Sir Robert Borden
Noteworthy Wines April 2011 - Present
Bottree Digital Services January 1998 - June 2013
Starcom MediaVest Group 2008 - 2008
The Loyalty Group October 2003 - January 2006
MindShare World Canada October 2002 - October 2003
Dunedain Multimedia 1999 - 2000
E*TRADE Financial Corporation 1996 - 1999
E*TRADE Financial Corporation 1996 - 1999
Skills
Online Advertising, Digital Strategy, Digital Marketing, Digital Media, Advertising, New Business Development, digital policy..., Wine, Wine Law, Wine Tasting, Wine Tours, Wine Lists, New Media, Event Management, Media Buying, Blogging, Marketing, Online Marketing, Market Planning
Education
Carleton University 1988 — 1991
BA, Economics
Carleton University 1987 — 1991
Bachelor of Arts Honours, Economics
Sir Robert Borden
Nirmal Prajapati's E*TRADE Financial Corporation Experience April 2014 - Present
Job
Industry Computer Networking
Experience
E*TRADE Financial Corporation April 2014 - Present
Columbia University March 2010 - April 2014
E*TRADE Financial July 2008 - August 2010
United States Army Reserve September 1999 - September 2007
Skills
Microsoft Office, Excel, PowerPoint, SQL, StarRez, Reporting & Analysis, Scripting, Shell Scripting, Strategic Planning, Microsoft Excel, Business Intelligence, Data Analysis, Project Management, Perl Script, Expect Script, Troubleshooting, Project Planning, Linux
Education
Columbia University in the City of New York 2011 — 2013
Master of Science, Information and Knowledge Strategy
Purdue University 2004 — 2008
Bachelor of Science, Computer and Information Technology
E*TRADE Financial Corporation April 2014 - Present
Columbia University March 2010 - April 2014
E*TRADE Financial July 2008 - August 2010
United States Army Reserve September 1999 - September 2007
Skills
Microsoft Office, Excel, PowerPoint, SQL, StarRez, Reporting & Analysis, Scripting, Shell Scripting, Strategic Planning, Microsoft Excel, Business Intelligence, Data Analysis, Project Management, Perl Script, Expect Script, Troubleshooting, Project Planning, Linux
Education
Columbia University in the City of New York 2011 — 2013
Master of Science, Information and Knowledge Strategy
Purdue University 2004 — 2008
Bachelor of Science, Computer and Information Technology
Laura Vertz's E*TRADE Financial Corporation Experience October 2014 - March 2015
Job Independent Consultant
Industry Market Research
Experience
E*TRADE Financial Corporation October 2014 - March 2015
H&R Block January 2012 - October 2014
H&R Block January 2012 - December 2013
VFI Consulting June 2010 - December 2011
Bradford Exchange 1994 - November 2009
Skills
Market Research, Segmentation, Qualitative Research, Survey Research, Data Analysis, Marketing Strategy, Analytics, Team Building, Strategic Planning, Primary Research, Team Leadership, Leadership, Customer Insight, Analysis, Competitive Analysis, Management, New Business Development, Business Development, Integrated Marketing, Direct Marketing, Business Strategy
Education
University of Wisconsin-Milwaukee 1979 — 1983
Ph.D., Political Science
University of Wisconsin-Milwaukee 1978 — 1979
MA, Political Science
Carroll University 1973 — 1977
B.A., Political Science, History, Education
E*TRADE Financial Corporation October 2014 - March 2015
H&R Block January 2012 - October 2014
H&R Block January 2012 - December 2013
VFI Consulting June 2010 - December 2011
Bradford Exchange 1994 - November 2009
Skills
Market Research, Segmentation, Qualitative Research, Survey Research, Data Analysis, Marketing Strategy, Analytics, Team Building, Strategic Planning, Primary Research, Team Leadership, Leadership, Customer Insight, Analysis, Competitive Analysis, Management, New Business Development, Business Development, Integrated Marketing, Direct Marketing, Business Strategy
Education
University of Wisconsin-Milwaukee 1979 — 1983
Ph.D., Political Science
University of Wisconsin-Milwaukee 1978 — 1979
MA, Political Science
Carroll University 1973 — 1977
B.A., Political Science, History, Education
Vandhana Sharma's E*TRADE Financial Corporation Experience December 2014 - Present
Job Database Consultant E*TRADE Financial Corporation
Industry Information Technology and Services
Experience
E*TRADE Financial Corporation December 2014 - Present
Vidvana / Selling Simplified September 2013 - December 2014
Equifax January 2013 - September 2013
GenOn Energy, Inc. (formerly Mirant Corporation) April 1999 - July 2011
Skills
Data Warehousing, Business Objects, Data Modeling, Oracle, Oracle E-Business Suite, PL/SQL, Toad, Integration, Database Administration, Solaris, Unix, Databases, Oracle Applications, Performance Tuning, Linux, Process Improvement, Database Design, Enterprise Software, ETL, Unix Shell Scripting, Shell Scripting, SQL Tuning, Security, Testing, Data Migration
Education
American Intercontinental University 1997 — 1999
Masters, Information Technology
Emory University 1993 — 1997
Bachelor of Arts
E*TRADE Financial Corporation December 2014 - Present
Vidvana / Selling Simplified September 2013 - December 2014
Equifax January 2013 - September 2013
GenOn Energy, Inc. (formerly Mirant Corporation) April 1999 - July 2011
Skills
Data Warehousing, Business Objects, Data Modeling, Oracle, Oracle E-Business Suite, PL/SQL, Toad, Integration, Database Administration, Solaris, Unix, Databases, Oracle Applications, Performance Tuning, Linux, Process Improvement, Database Design, Enterprise Software, ETL, Unix Shell Scripting, Shell Scripting, SQL Tuning, Security, Testing, Data Migration
Education
American Intercontinental University 1997 — 1999
Masters, Information Technology
Emory University 1993 — 1997
Bachelor of Arts
Dan Wise's E*TRADE Financial Corporation Experience July 2015 - Present
Job Participant Experience at E*TRADE
Industry Financial Services
Experience
E*TRADE Financial Corporation July 2015 - Present
Bain & Company August 2010 - July 2015
Bain & Company June 2009 - August 2009
High Street Capital February 2009 - June 2009
Ernst & Young October 2006 - September 2008
Ernst & Young September 2004 - October 2006
Florida State Board of Administration June 2003 - May 2004
Skills
Financial Modeling, Valuation, Due Diligence, Private Equity, Corporate Finance, Finance, Mergers & Acquisitions, Financial Analysis, Strategy, Analytics, Portfolio Management, Investments, Cross-functional Team..., PMO, Management Consulting
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Strategic Management, Finance, Entrepreneurship, and Marketing
University of Virginia 2004 — 2005
Masters of Accounting, Accounting
Florida State University - College of Business 2000 — 2004
BS, Finance and Multinational Business
E*TRADE Financial Corporation July 2015 - Present
Bain & Company August 2010 - July 2015
Bain & Company June 2009 - August 2009
High Street Capital February 2009 - June 2009
Ernst & Young October 2006 - September 2008
Ernst & Young September 2004 - October 2006
Florida State Board of Administration June 2003 - May 2004
Skills
Financial Modeling, Valuation, Due Diligence, Private Equity, Corporate Finance, Finance, Mergers & Acquisitions, Financial Analysis, Strategy, Analytics, Portfolio Management, Investments, Cross-functional Team..., PMO, Management Consulting
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Strategic Management, Finance, Entrepreneurship, and Marketing
University of Virginia 2004 — 2005
Masters of Accounting, Accounting
Florida State University - College of Business 2000 — 2004
BS, Finance and Multinational Business
Jason Loring's E*TRADE Financial Corporation Experience June 2015 - Present
Job Assistant General Counsel at E*TRADE Financial Corporation
Industry Law Practice
Experience
E*TRADE Financial Corporation June 2015 - Present
ADP March 2014 - June 2015
Ballard Spahr LLP January 2013 - February 2014
Parker, Hudson, Rainer & Dobbs November 2007 - December 2012
Ford & Harrison September 2006 - November 2007
Skills
Corporate Finance, Corporate Law, Mergers & Acquisitions, Secured Transactions, Contract Negotiation, Intellectual Property, Finance, Contract Law, Secured Financing, Asset Based Lending, Mergers, Asset Based Finance, Legal Compliance, Closing Deals, Negotiation, Document Drafting, Project Management, Commerical Transactions, Outsourcing, Contract Management, IT Outsourcing, Non-disclosure..., RFP, Information Technology, Procurement Outsourcing, Outsourced Solutions, Outsourced HR Services
Education
Wake Forest University School of Law 2003 — 2006
J.D., Law
College of Charleston 1999 — 2003
B.A., History
E*TRADE Financial Corporation June 2015 - Present
ADP March 2014 - June 2015
Ballard Spahr LLP January 2013 - February 2014
Parker, Hudson, Rainer & Dobbs November 2007 - December 2012
Ford & Harrison September 2006 - November 2007
Skills
Corporate Finance, Corporate Law, Mergers & Acquisitions, Secured Transactions, Contract Negotiation, Intellectual Property, Finance, Contract Law, Secured Financing, Asset Based Lending, Mergers, Asset Based Finance, Legal Compliance, Closing Deals, Negotiation, Document Drafting, Project Management, Commerical Transactions, Outsourcing, Contract Management, IT Outsourcing, Non-disclosure..., RFP, Information Technology, Procurement Outsourcing, Outsourced Solutions, Outsourced HR Services
Education
Wake Forest University School of Law 2003 — 2006
J.D., Law
College of Charleston 1999 — 2003
B.A., History
Fred P. Baptiste's E*TRADE Financial Corporation Experience April 2014 - Present
Job Senior Records Management Specialist at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation April 2014 - Present
Towers Perrin / Towers Watson December 2008 - April 2014
Lehman Brothers January 1998 - October 2008
United States Marine Corps 1995 - 2003
Skills
Records Management
Education
Columbia University in the City of New York 2014 — 2016
MS, Information and Knowledge Strategy
City University of New York City College 2005 — 2007
BA, Interdisciplinary Studies
E*TRADE Financial Corporation April 2014 - Present
Towers Perrin / Towers Watson December 2008 - April 2014
Lehman Brothers January 1998 - October 2008
United States Marine Corps 1995 - 2003
Skills
Records Management
Education
Columbia University in the City of New York 2014 — 2016
MS, Information and Knowledge Strategy
City University of New York City College 2005 — 2007
BA, Interdisciplinary Studies
Kathleen Tedesco (formerly Daly)'s E*TRADE Financial Corporation Experience August 2014 - Present
Job Director Marketing Communications at Prudential Financial
Industry Financial Services
Experience
Prudential Financial April 2015 - Present
E*TRADE Financial Corporation August 2014 - Present
E*TRADE Financial December 2004 - Present
Beyond Interactive April 2004 - December 2004
MDB Communications April 2003 - April 2004
DKI August 2002 - April 2003
Bozell Worldwide December 2001 - May 2002
i-traffic 1999 - 2001
Skills
Integrated Marketing, Email Marketing, Direct Marketing, Marketing Strategy, Product Marketing, Account Management, Direct Mail, Online Advertising, Marketing Communications, Relationship Marketing, Campaign Management, Multi-channel Marketing, SEO, Strategic Partnerships, Brand Development, Digital Marketing, B2B, Direct Response, Customer Acquisition, Marketing, Mobile Marketing, CRM
Education
Fairfield University 1995 — 1999
Bachelor of Science, Marketing and Management
Prudential Financial April 2015 - Present
E*TRADE Financial Corporation August 2014 - Present
E*TRADE Financial December 2004 - Present
Beyond Interactive April 2004 - December 2004
MDB Communications April 2003 - April 2004
DKI August 2002 - April 2003
Bozell Worldwide December 2001 - May 2002
i-traffic 1999 - 2001
Skills
Integrated Marketing, Email Marketing, Direct Marketing, Marketing Strategy, Product Marketing, Account Management, Direct Mail, Online Advertising, Marketing Communications, Relationship Marketing, Campaign Management, Multi-channel Marketing, SEO, Strategic Partnerships, Brand Development, Digital Marketing, B2B, Direct Response, Customer Acquisition, Marketing, Mobile Marketing, CRM
Education
Fairfield University 1995 — 1999
Bachelor of Science, Marketing and Management
Justin Schoenfeld's E*TRADE Financial Corporation Experience 2013 - Present
Job Relationship Manager at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation 2013 - Present
E*TRADE Financial Corporation 2009 - 2013
Chicago Jets Hockey Club 2005 - 2013
Cambridge Mercantile Group 2007 - 2008
Travelex Worldwide Money (Acquired by Apax Partners) 2006 - 2007
GAN Financial, Inc. January 2000 - January 2005
Skills
Series 3, Equities, Electronic Trading, Trading Systems, Series 63, Risk Management, Financial Markets, FX, Currency, Series 7, FINRA, Trading, FX Options, Alternative Investments, Capital Markets, FX trading, Financial Services, Hedge Funds, Asset Allocation, Hedging, Portfolio Management, Trading Strategies, Options, Investments, Foreign Exchange
Education
Canisius College 1993 — 1998
Bachelor of Science (BS), Public Relations; Minor in Business Marketing
E*TRADE Financial Corporation 2013 - Present
E*TRADE Financial Corporation 2009 - 2013
Chicago Jets Hockey Club 2005 - 2013
Cambridge Mercantile Group 2007 - 2008
Travelex Worldwide Money (Acquired by Apax Partners) 2006 - 2007
GAN Financial, Inc. January 2000 - January 2005
Skills
Series 3, Equities, Electronic Trading, Trading Systems, Series 63, Risk Management, Financial Markets, FX, Currency, Series 7, FINRA, Trading, FX Options, Alternative Investments, Capital Markets, FX trading, Financial Services, Hedge Funds, Asset Allocation, Hedging, Portfolio Management, Trading Strategies, Options, Investments, Foreign Exchange
Education
Canisius College 1993 — 1998
Bachelor of Science (BS), Public Relations; Minor in Business Marketing
Byron Hennessey's E*TRADE Financial Corporation Experience January 2007 - October 2008
Job Director of Tax at Huntington Ingalls Industries, Inc.
Industry Defense & Space
Experience
Huntington Ingalls Industries, Inc. May 2011 - Present
HHS Sports Boosters August 2009 - May 2011
E*TRADE Financial October 2008 - May 2011
Colvin Hunt HOA 2007 - 2010
E*TRADE Financial Corporation January 2007 - October 2008
SC&H Group March 2005 - December 2006
Scarpati, Quinn & Hennessey, LLP April 2000 - March 2005
PricewaterhouseCoopers LLP 1996 - 1999
Education
Fordham Gabelli School of Business 1989 — 1993
MST, Taxation
University of Oklahoma - Price College of Business 1982 — 1986
B.Acc., Accountancy
Huntington Ingalls Industries, Inc. May 2011 - Present
HHS Sports Boosters August 2009 - May 2011
E*TRADE Financial October 2008 - May 2011
Colvin Hunt HOA 2007 - 2010
E*TRADE Financial Corporation January 2007 - October 2008
SC&H Group March 2005 - December 2006
Scarpati, Quinn & Hennessey, LLP April 2000 - March 2005
PricewaterhouseCoopers LLP 1996 - 1999
Education
Fordham Gabelli School of Business 1989 — 1993
MST, Taxation
University of Oklahoma - Price College of Business 1982 — 1986
B.Acc., Accountancy
Liz Miceli's E*TRADE Financial Corporation Experience October 2014 - Present
Job Business Analyst / Contractor at E*TRADE Financial Corporation
Industry Computer Software
Experience
E*TRADE Financial Corporation October 2014 - Present
SunGard November 2011 - January 2014
StayinFront April 2009 - January 2010
Credit-Suisse March 2008 - October 2008
Netik, LLC April 2007 - January 2008
Lehman Brothers November 2004 - August 2006
Allianz Dresdner Asset Management January 2002 - October 2004
Advent Software, Inc April 2001 - November 2001
Kana Communications August 2000 - January 2001
Citibank, NA November 1997 - August 2000
Skills
Hedge Funds, Software Project..., Business Analysis, Data Warehousing, Agile, Microsoft SQL Server, Databases, Agile Methodologies, Integration, SDLC, Data Modeling, Quality Assurance, ETL, Oracle
Education
Central Connecticut State University 1986 — 1991
E*TRADE Financial Corporation October 2014 - Present
SunGard November 2011 - January 2014
StayinFront April 2009 - January 2010
Credit-Suisse March 2008 - October 2008
Netik, LLC April 2007 - January 2008
Lehman Brothers November 2004 - August 2006
Allianz Dresdner Asset Management January 2002 - October 2004
Advent Software, Inc April 2001 - November 2001
Kana Communications August 2000 - January 2001
Citibank, NA November 1997 - August 2000
Skills
Hedge Funds, Software Project..., Business Analysis, Data Warehousing, Agile, Microsoft SQL Server, Databases, Agile Methodologies, Integration, SDLC, Data Modeling, Quality Assurance, ETL, Oracle
Education
Central Connecticut State University 1986 — 1991
Monique Shepherd's E*TRADE Financial Corporation Experience March 2005 - August 2006
Job Epic Principal Trainer at MD Anderson Cancer Center
Industry Hospital & Health Care
Experience
MD Anderson Cancer Center Epic Go-Live ConsultantSanta Rosa ConsultingApril 2013 - May 2013
314e Corporation February 2013 - February 2013
Santa Rosa Consulting December 2012 - January 2013
AIG SunAmerica September 2006 - June 2009
E*TRADE FINANCIAL CORPORATION March 2005 - August 2006
Rydex Investments June 2004 - March 2005
BANK OF AMERICA January 2000 - January 2004
Bank of America Capital Management January 2000 - January 2002
AIM MANAGEMENT(Currently INVESCO) January 1998 - January 2000
KAMPEN AMERICAN CAPITAL January 1996 - January 1998
Skills
Investment Advisory, Due Diligence, Investments, Mutual Funds, Securities, SEC filings, Internal Controls, Auditing, Risk Management, Financial Risk, Healthcare Information..., Epic Systems, Compliance, Consulting, SEC reporting
Education
Prairie View A&M University
MBA; projected
Dillard University
BA, Business Management/Finance
Willowridge High school
MD Anderson Cancer Center Epic Go-Live ConsultantSanta Rosa ConsultingApril 2013 - May 2013
314e Corporation February 2013 - February 2013
Santa Rosa Consulting December 2012 - January 2013
AIG SunAmerica September 2006 - June 2009
E*TRADE FINANCIAL CORPORATION March 2005 - August 2006
Rydex Investments June 2004 - March 2005
BANK OF AMERICA January 2000 - January 2004
Bank of America Capital Management January 2000 - January 2002
AIM MANAGEMENT(Currently INVESCO) January 1998 - January 2000
KAMPEN AMERICAN CAPITAL January 1996 - January 1998
Skills
Investment Advisory, Due Diligence, Investments, Mutual Funds, Securities, SEC filings, Internal Controls, Auditing, Risk Management, Financial Risk, Healthcare Information..., Epic Systems, Compliance, Consulting, SEC reporting
Education
Prairie View A&M University
MBA; projected
Dillard University
BA, Business Management/Finance
Willowridge High school
Christopher Balzano's E*TRADE Financial Corporation Experience August 2015 - Present
Job E*Trade Financial Services
Industry Financial Services
Experience
E*TRADE Financial Corporation August 2015 - Present
E*TRADE Financial July 2011 - August 2015
Mellon Investor Services December 2005 - June 2011
Corporate Employee Financial Services September 2004 - December 2005
UBS Financial Services September 2000 - August 2004
UBS Financial Services Inc September 1998 - September 2000
PaineWebber Inc September 1996 - September 2000
UBS Financial Services Inc September 1996 - September 1998
Skills
Visio, Business Intelligence, Management, Leadership, Testing, Options, SQL, CRM, Networking, Quality Assurance, Technical Support, Analysis, Business Analysis
Education
County College of Morris 1991 — 1993
Degree; A.S, Hotel/Restaurant Management
The Chubb Institute 1990 — 1991
The Chubb Institute
IT Certification, IT
E*TRADE Financial Corporation August 2015 - Present
E*TRADE Financial July 2011 - August 2015
Mellon Investor Services December 2005 - June 2011
Corporate Employee Financial Services September 2004 - December 2005
UBS Financial Services September 2000 - August 2004
UBS Financial Services Inc September 1998 - September 2000
PaineWebber Inc September 1996 - September 2000
UBS Financial Services Inc September 1996 - September 1998
Skills
Visio, Business Intelligence, Management, Leadership, Testing, Options, SQL, CRM, Networking, Quality Assurance, Technical Support, Analysis, Business Analysis
Education
County College of Morris 1991 — 1993
Degree; A.S, Hotel/Restaurant Management
The Chubb Institute 1990 — 1991
The Chubb Institute
IT Certification, IT
Clara Musto's E*TRADE Financial Corporation Experience February 2015 - Present
Job VP, Learning and Development at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation February 2015 - Present
Bank of America November 2005 - February 2015
Emmanuel College January 2008 - December 2010
Independent Financial Marketing Group ( IFMG), a SunLife Financial Company 1994 - 2005
The Boston Company 1991 - 1994
Fidelity Investments 1982 - 1988
Skills
Organizational..., Succession Planning, Employee Engagement, Organizational..., Performance Management, Leadership Development, Talent Management, Onboarding, Employee Relations, Leadership, Coaching, Training, Public Speaking, Strategic Planning, Human Resources, Business Strategy, Management, Sales, Recruiting, Executive Coaching, Career Development, Talent Acquisition, Employee Training
Education
Emmanuel College
MS, Human Resources Management
Emmanuel College
BA, French/Germain
E*TRADE Financial Corporation February 2015 - Present
Bank of America November 2005 - February 2015
Emmanuel College January 2008 - December 2010
Independent Financial Marketing Group ( IFMG), a SunLife Financial Company 1994 - 2005
The Boston Company 1991 - 1994
Fidelity Investments 1982 - 1988
Skills
Organizational..., Succession Planning, Employee Engagement, Organizational..., Performance Management, Leadership Development, Talent Management, Onboarding, Employee Relations, Leadership, Coaching, Training, Public Speaking, Strategic Planning, Human Resources, Business Strategy, Management, Sales, Recruiting, Executive Coaching, Career Development, Talent Acquisition, Employee Training
Education
Emmanuel College
MS, Human Resources Management
Emmanuel College
BA, French/Germain
Jeff Cineas's E*TRADE Financial Corporation Experience February 2015 - Present
Job Platinum Relationship Manager at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation February 2015 - Present
Santander Bank, N.A. August 2013 - February 2015
State Farm 2010 - 2013
AXA Equitable January 2009 - December 2010
JPMorgan Chase January 2006 - December 2009
E1 Asset Management January 2004 - January 2006
Skills
Finance, Portfolio Management, Banking, Risk Management, Investments, Strategy, Customer Service, Loans, Training, Retirement Planning, Series 7, Series 63, Management, Financial Services, Sales, Asset Allocation, Investment Strategies, Retirement, Project Planning, New Business Development, Negotiation, Estate Planning, Mutual Funds
Education
City University of New York-Brooklyn College 2004 — 2008
Bachelor's degree, Business/Managerial Economics
City University of New York-Brooklyn College
Bachelor of Science, Business Management and Finance
State University of New York College at Old Westbury
State University of New York College at Old Westbury
University at Albany, SUNY
E*TRADE Financial Corporation February 2015 - Present
Santander Bank, N.A. August 2013 - February 2015
State Farm 2010 - 2013
AXA Equitable January 2009 - December 2010
JPMorgan Chase January 2006 - December 2009
E1 Asset Management January 2004 - January 2006
Skills
Finance, Portfolio Management, Banking, Risk Management, Investments, Strategy, Customer Service, Loans, Training, Retirement Planning, Series 7, Series 63, Management, Financial Services, Sales, Asset Allocation, Investment Strategies, Retirement, Project Planning, New Business Development, Negotiation, Estate Planning, Mutual Funds
Education
City University of New York-Brooklyn College 2004 — 2008
Bachelor's degree, Business/Managerial Economics
City University of New York-Brooklyn College
Bachelor of Science, Business Management and Finance
State University of New York College at Old Westbury
State University of New York College at Old Westbury
University at Albany, SUNY
Michael Bokios's E*TRADE Financial Corporation Experience August 2014 - Present
Job Manager, Options Customer Service at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation August 2014 - Present
E*TRADE Financial February 2005 - August 2014
Regal/Investrade Discount Securities September 2003 - December 2004
ABN AMRO May 2001 - September 2003
Chicago Board Options Exchange April 1979 - June 2000
Skills
Equity Trading, Series 63, Customer Service, Options, Equities, Securities, Electronic Trading, Trading, Series 7, Microsoft Office
Education
Keller Graduate School of Management of DeVry University 1984 — 1987
MBA, Business
College of DuPage
Proficiency Certificates, Spreadsheet and Database
University of Illinois at Urbana-Champaign - College of Business
BS, Finance
E*TRADE Financial Corporation August 2014 - Present
E*TRADE Financial February 2005 - August 2014
Regal/Investrade Discount Securities September 2003 - December 2004
ABN AMRO May 2001 - September 2003
Chicago Board Options Exchange April 1979 - June 2000
Skills
Equity Trading, Series 63, Customer Service, Options, Equities, Securities, Electronic Trading, Trading, Series 7, Microsoft Office
Education
Keller Graduate School of Management of DeVry University 1984 — 1987
MBA, Business
College of DuPage
Proficiency Certificates, Spreadsheet and Database
University of Illinois at Urbana-Champaign - College of Business
BS, Finance
Nicole Graci's E*TRADE Financial Corporation Experience March 2015 - Present
Job Lead Operations Analyst at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation March 2015 - Present
E*TRADE Financial Corporation September 2011 - February 2015
U.S. Census Bureau 2009 - 2010
Allegiance Security 2009 - 2010
BNY Mellon 2005 - 2008
TD Waterhouse August 2000 - 2005
Skills
Microsoft Office, Customer Service, Public Speaking, Microsoft Excel, Research, Management, Microsoft Word, Leadership, Strategic Planning, Data Analysis, Product Development, Process Improvement
Education
City University of New York-John Jay College of Criminal Justice 1998 — 2000
Master of Arts (M.A.), Forensic Psychology
City University of New York-College of Staten Island 1993 — 1998
Bachelor of Arts (B.A.), Psychology
E*TRADE Financial Corporation March 2015 - Present
E*TRADE Financial Corporation September 2011 - February 2015
U.S. Census Bureau 2009 - 2010
Allegiance Security 2009 - 2010
BNY Mellon 2005 - 2008
TD Waterhouse August 2000 - 2005
Skills
Microsoft Office, Customer Service, Public Speaking, Microsoft Excel, Research, Management, Microsoft Word, Leadership, Strategic Planning, Data Analysis, Product Development, Process Improvement
Education
City University of New York-John Jay College of Criminal Justice 1998 — 2000
Master of Arts (M.A.), Forensic Psychology
City University of New York-College of Staten Island 1993 — 1998
Bachelor of Arts (B.A.), Psychology
Dhennis Sanchez's E*TRADE Financial Corporation Experience November 2014 - Present
Job Manager at E*TRADE Financial Corporation
Industry Banking
Experience
E*TRADE Financial Corporation November 2014 - Present
E*TRADE Financial May 2013 - Present
E*TRADE Financial December 2010 - May 2013
Yodlee August 2010 - December 2010
Union Bank of California October 2007 - May 2010
CashEdge May 2008 - November 2008
Washington Mutual November 2005 - March 2007
KeyPoint Credit Union October 2001 - October 2005
Wells Fargo August 2000 - October 2001
Skills
AML, Anti Money Laundering, Auditing, Bank Secrecy Act, Banking, Business Analysis, Credit, Due Diligence, Financial Risk, Financial Services, Fraud, Investigation, Leadership, Payments, Management, Process Improvement, Retail Banking, Risk Management, Training, USA PATRIOT Act
Education
De Anza College
E*TRADE Financial Corporation November 2014 - Present
E*TRADE Financial May 2013 - Present
E*TRADE Financial December 2010 - May 2013
Yodlee August 2010 - December 2010
Union Bank of California October 2007 - May 2010
CashEdge May 2008 - November 2008
Washington Mutual November 2005 - March 2007
KeyPoint Credit Union October 2001 - October 2005
Wells Fargo August 2000 - October 2001
Skills
AML, Anti Money Laundering, Auditing, Bank Secrecy Act, Banking, Business Analysis, Credit, Due Diligence, Financial Risk, Financial Services, Fraud, Investigation, Leadership, Payments, Management, Process Improvement, Retail Banking, Risk Management, Training, USA PATRIOT Act
Education
De Anza College
Ted Bennett Jr.'s E*TRADE Financial Corporation Experience September 2000 - April 2003
Job Advising Investors Globally with Institutional Data, Risk & Asset Allocation Due Diligence Corp.Specialist | eVestment
Industry Financial Services
Experience
eVestment January 2014 - Present
Bennett & Associates July 2009 - Present
Uprising Sound August 2005 - Present
Transamerica Financial Advisors, Inc. September 2013 - April 2014
Floor & Decor July 2012 - March 2014
Comprehesive Counseling Solutions October 2011 - April 2012
Ameriprise Financial Services, Inc. 2011 - 2011
Wachovia, A Wells Fargo Company December 2006 - August 2009
Wachovia, A Wells Fargo Company June 2003 - December 2006
E*TRADE Financial Corporation September 2000 - April 2003
Skills
Financial Analysis, Finance, Portfolio Management, Investments, Leadership, Microsoft Office, Management, Sales, Strategic Financial..., Insurance, Customer Service, Account Management, Business Development, Marketing, Asset Management, Securities, Public Speaking, Strategy, Bloomberg Terminal, Morningstar, Thompson One, People Skills, Sales Management, Sales Operations, Budgets, CRM, Series 7, Mutual Funds, Alternative Investments, Team Building, Time Management, Equities, Employee Benefits, Analysis, Forecasting, Business Planning, Small Business, Coaching, Wealth Management, Cold Calling, Financial Services, Microsoft Excel, Sales Support, Financial Planning, Competitive Analysis, Fixed Annuities, Asset Allocation, Online Marketing, eVestment Analytics, Fixed Income
Education
Florida Agricultural and Mechanical University
Bachelor of Science, Economics
St. John's University
eVestment January 2014 - Present
Bennett & Associates July 2009 - Present
Uprising Sound August 2005 - Present
Transamerica Financial Advisors, Inc. September 2013 - April 2014
Floor & Decor July 2012 - March 2014
Comprehesive Counseling Solutions October 2011 - April 2012
Ameriprise Financial Services, Inc. 2011 - 2011
Wachovia, A Wells Fargo Company December 2006 - August 2009
Wachovia, A Wells Fargo Company June 2003 - December 2006
E*TRADE Financial Corporation September 2000 - April 2003
Skills
Financial Analysis, Finance, Portfolio Management, Investments, Leadership, Microsoft Office, Management, Sales, Strategic Financial..., Insurance, Customer Service, Account Management, Business Development, Marketing, Asset Management, Securities, Public Speaking, Strategy, Bloomberg Terminal, Morningstar, Thompson One, People Skills, Sales Management, Sales Operations, Budgets, CRM, Series 7, Mutual Funds, Alternative Investments, Team Building, Time Management, Equities, Employee Benefits, Analysis, Forecasting, Business Planning, Small Business, Coaching, Wealth Management, Cold Calling, Financial Services, Microsoft Excel, Sales Support, Financial Planning, Competitive Analysis, Fixed Annuities, Asset Allocation, Online Marketing, eVestment Analytics, Fixed Income
Education
Florida Agricultural and Mechanical University
Bachelor of Science, Economics
St. John's University
Leonard Stecklow's E*TRADE Financial Corporation Experience January 2015 - Present
Job Regional Vice President at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation January 2015 - Present
Protected Investors of America November 2010 - December 2014
Fidelity Investments 1989 - 2008
Skills
Portfolio Management
Education
College for Financial Planning 1987 — 1989
CFP, Financial Planning
Saint John's University 1969 — 1971
MA, Political Science/Public Admn.
E*TRADE Financial Corporation January 2015 - Present
Protected Investors of America November 2010 - December 2014
Fidelity Investments 1989 - 2008
Skills
Portfolio Management
Education
College for Financial Planning 1987 — 1989
CFP, Financial Planning
Saint John's University 1969 — 1971
MA, Political Science/Public Admn.
Sema Dean's E*TRADE Financial Corporation Experience January 2008 - October 2011
Job Senior Procurement Analyst, CCCM
Industry Financial Services
Experience
E*TRADE Financial October 2011 - Present
E*TRADE Financial Corporation January 2008 - October 2011
BearingPoint April 2007 - January 2008
KBR, Inc. January 2004 - April 2007
Skills
Financial Analysis, Internal Controls, Accounting, Auditing, Risk Management, Accounts Payable, Accounts Receivable, Account Reconciliation, General Ledger, Variance Analysis, Pivot Tables, PeopleSoft, Microsoft Excel, SAP, Contract Management, Outlook, Financial Reporting, Sarbanes-Oxley Act, Procurement Outsourcing, Strategic Sourcing, Contract Negotiation, Vendor Management, Sourcing, Data Analysis, Outsourcing, Procure-to-Pay, Management, Procurement, Analysis
Education
Ege Üniversitesi 1992 — 1996
Bachelor's degree, Economics
E*TRADE Financial October 2011 - Present
E*TRADE Financial Corporation January 2008 - October 2011
BearingPoint April 2007 - January 2008
KBR, Inc. January 2004 - April 2007
Skills
Financial Analysis, Internal Controls, Accounting, Auditing, Risk Management, Accounts Payable, Accounts Receivable, Account Reconciliation, General Ledger, Variance Analysis, Pivot Tables, PeopleSoft, Microsoft Excel, SAP, Contract Management, Outlook, Financial Reporting, Sarbanes-Oxley Act, Procurement Outsourcing, Strategic Sourcing, Contract Negotiation, Vendor Management, Sourcing, Data Analysis, Outsourcing, Procure-to-Pay, Management, Procurement, Analysis
Education
Ege Üniversitesi 1992 — 1996
Bachelor's degree, Economics
Neha Raghunath's E*TRADE Financial Corporation Experience April 2014 - Present
Job Audit Manager at E*TRADE Financial Corporation
Industry Accounting
Experience
E*TRADE Financial Corporation April 2014 - Present
PwC July 2011 - April 2014
PwC January 2009 - June 2011
PricewaterhouseCoopers January 2007 - June 2007
PricewaterhouseCoopers September 2005 - March 2006
ACE September 2004 - March 2005
Skills
Auditing, Internal Controls, Assurance, Internal Audit, External Audit, Sarbanes-Oxley Act, Audit Reports, Audit Committee, Financial Reporting, Big 4, SSAE 16, AT 101, SOC 1, SAS70, CISA, ITGC, IT Audit, US GAAP, SEC filings, Financial Statements, Accounting, GAAP, Sarbanes-Oxley, COSO, Financial Accounting, Financial Analysis, IFRS, Enterprise Risk..., SOX 404, Professional Practices, Risk Assessment, Project Management
Education
Drexel University 2003 — 2008
Bachelor's of Science, Business Administration - Accounting
E*TRADE Financial Corporation April 2014 - Present
PwC July 2011 - April 2014
PwC January 2009 - June 2011
PricewaterhouseCoopers January 2007 - June 2007
PricewaterhouseCoopers September 2005 - March 2006
ACE September 2004 - March 2005
Skills
Auditing, Internal Controls, Assurance, Internal Audit, External Audit, Sarbanes-Oxley Act, Audit Reports, Audit Committee, Financial Reporting, Big 4, SSAE 16, AT 101, SOC 1, SAS70, CISA, ITGC, IT Audit, US GAAP, SEC filings, Financial Statements, Accounting, GAAP, Sarbanes-Oxley, COSO, Financial Accounting, Financial Analysis, IFRS, Enterprise Risk..., SOX 404, Professional Practices, Risk Assessment, Project Management
Education
Drexel University 2003 — 2008
Bachelor's of Science, Business Administration - Accounting
Shanna Jimenez's E*TRADE Financial Corporation Experience April 2015 - Present
Job Director, Site Marketing at E*TRADE Financial Corporation
Industry Marketing and Advertising
Experience
E*TRADE Financial Corporation April 2015 - Present
E*TRADE Financial April 2011 - April 2015
E*TRADE Financial Corporation August 2009 - April 2011
Wunderman DC (RTCRM) April 2008 - August 2009
Wunderman DC April 2007 - April 2008
Abelson-Taylor 2005 - 2007
AbelsonTaylor 2004 - 2005
AbelsonTaylor 2002 - 2004
Skills
Digital Marketing, Integrated Marketing, Interactive Marketing, Analytics, Direct Marketing, Email Marketing, Digital Strategy, Marketing Communications, Online Advertising, Web Analytics, Multi-channel Marketing, Direct Mail, SEM, Database Marketing, Mobile Marketing, Marketing Strategy
Education
DePaul University 1998 — 2002
Bachelor of Arts, Communication Studies & Applied Psychology
High School
E*TRADE Financial Corporation April 2015 - Present
E*TRADE Financial April 2011 - April 2015
E*TRADE Financial Corporation August 2009 - April 2011
Wunderman DC (RTCRM) April 2008 - August 2009
Wunderman DC April 2007 - April 2008
Abelson-Taylor 2005 - 2007
AbelsonTaylor 2004 - 2005
AbelsonTaylor 2002 - 2004
Skills
Digital Marketing, Integrated Marketing, Interactive Marketing, Analytics, Direct Marketing, Email Marketing, Digital Strategy, Marketing Communications, Online Advertising, Web Analytics, Multi-channel Marketing, Direct Mail, SEM, Database Marketing, Mobile Marketing, Marketing Strategy
Education
DePaul University 1998 — 2002
Bachelor of Arts, Communication Studies & Applied Psychology
High School
Girish Sivakumar's E*TRADE Financial Corporation Experience February 2006 - February 2007
Job QA Automation Engineer / Lead
Industry Information Technology and Services
Experience
USAC March 2015 - Present
AIM Specialty Health November 2012 - December 2014
Walgreens February 2009 - August 2012
Cognizant Technology Solutions August 2003 - August 2012
Orbitz Worldwide February 2007 - February 2009
E*TRADE Financial Corporation February 2006 - February 2007
Intuit August 2005 - February 2006
PayPal August 2004 - August 2005
eBay August 2003 - August 2004
Skills
QA Automation, HP QTP, ALM, BPT, Selenium WebDriver, SoapUI, API Testing, VBScript, Microsoft SQL Server, Oracle Database, Unix, Agile & Waterfall..., JIRA, ClearQuest, Tortoise SVN, Win CVS, Retail, POS, Metrics Reporting, Test Automation..., Mobile Testing
Education
National Institute of Information Technology 2002 — 2004
Diploma
College of Engineering, Trivandrum 1999 — 2003
Bachelor's degree, Mechanical Engineering, 75.5%
USAC March 2015 - Present
AIM Specialty Health November 2012 - December 2014
Walgreens February 2009 - August 2012
Cognizant Technology Solutions August 2003 - August 2012
Orbitz Worldwide February 2007 - February 2009
E*TRADE Financial Corporation February 2006 - February 2007
Intuit August 2005 - February 2006
PayPal August 2004 - August 2005
eBay August 2003 - August 2004
Skills
QA Automation, HP QTP, ALM, BPT, Selenium WebDriver, SoapUI, API Testing, VBScript, Microsoft SQL Server, Oracle Database, Unix, Agile & Waterfall..., JIRA, ClearQuest, Tortoise SVN, Win CVS, Retail, POS, Metrics Reporting, Test Automation..., Mobile Testing
Education
National Institute of Information Technology 2002 — 2004
Diploma
College of Engineering, Trivandrum 1999 — 2003
Bachelor's degree, Mechanical Engineering, 75.5%
Kyle Hecht's E*TRADE Financial Corporation Experience January 2006 - March 2012
Job Branch Manager at ETrade Financial
Industry Financial Services
Experience
E*TRADE Financial March 2012 - Present
E*TRADE Financial Corporation January 2006 - March 2012
ALPS Corporation March 2006 - January 2007
Quicken Loans 2005 - 2006
Education
Walsh College 2015 — 2017
Master of Science, Information Technology
Walsh College 2008 — 2010
Master of Science, Finance
Central Michigan University 2001 — 2005
Bachelor Of Science, Business Administration
E*TRADE Financial March 2012 - Present
E*TRADE Financial Corporation January 2006 - March 2012
ALPS Corporation March 2006 - January 2007
Quicken Loans 2005 - 2006
Education
Walsh College 2015 — 2017
Master of Science, Information Technology
Walsh College 2008 — 2010
Master of Science, Finance
Central Michigan University 2001 — 2005
Bachelor Of Science, Business Administration
Mark Stutzman CRPC®'s E*TRADE Financial Corporation Experience January 2010 - Present
Job Financial Consultant at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation January 2010 - Present
E*TRADE Financial Corporation January 2005 - January 2010
E*Trade Securities LLC July 2001 - January 2005
TeleTech January 2000 - April 2001
TechFi Corporation January 2001 - January 2001
American Express Brokerage January 2001 - January 2001
Education
College for Financial Planning 2009 — 2009
CRPC, Retirement Plans
Bethel College
Associates of Arts, and Sciences; Business/Music
State of Colorado Life and Health Insurance
University of Colorado
University of Phoenix
B.S, Business Administration
E*TRADE Financial Corporation January 2010 - Present
E*TRADE Financial Corporation January 2005 - January 2010
E*Trade Securities LLC July 2001 - January 2005
TeleTech January 2000 - April 2001
TechFi Corporation January 2001 - January 2001
American Express Brokerage January 2001 - January 2001
Education
College for Financial Planning 2009 — 2009
CRPC, Retirement Plans
Bethel College
Associates of Arts, and Sciences; Business/Music
State of Colorado Life and Health Insurance
University of Colorado
University of Phoenix
B.S, Business Administration
Karen Harris's E*TRADE Financial Corporation Experience November 2014 - Present
Job
Industry Information Technology and Services
Experience
E*TRADE Financial Corporation November 2014 - Present
Barclays Investment Bank February 2014 - July 2014
Deutsche Bank June 2013 - December 2013
New York Life Insurance Company 2012 - 2013
International Business Times 2011 - 2011
International Rescue Committee January 2010 - December 2010
Northern Rock January 2009 - December 2009
HSBC August 2009 - October 2009
Deutsche Bank July 2007 - January 2009
Cisco Systems January 2004 - December 2004
Skills
SDLC, Agile Methodologies, ITIL, Program Management, PMO, Strategy, Unix, Project Management, Data Center, Management, PRINCE2, Oracle, Telecommunications, Service Delivery, MS Project, Agile Project Management, SharePoint, Project Portfolio..., Scrum, Enterprise Software, Project Delivery, Investment Banking, IT Strategy, Business Analysis, Vendor Management, Change Management
Education
Long Island University, Brooklyn Campus 1998 — 1998
Web Programming
City University of New York 1982 — 1985
BS
E*TRADE Financial Corporation November 2014 - Present
Barclays Investment Bank February 2014 - July 2014
Deutsche Bank June 2013 - December 2013
New York Life Insurance Company 2012 - 2013
International Business Times 2011 - 2011
International Rescue Committee January 2010 - December 2010
Northern Rock January 2009 - December 2009
HSBC August 2009 - October 2009
Deutsche Bank July 2007 - January 2009
Cisco Systems January 2004 - December 2004
Skills
SDLC, Agile Methodologies, ITIL, Program Management, PMO, Strategy, Unix, Project Management, Data Center, Management, PRINCE2, Oracle, Telecommunications, Service Delivery, MS Project, Agile Project Management, SharePoint, Project Portfolio..., Scrum, Enterprise Software, Project Delivery, Investment Banking, IT Strategy, Business Analysis, Vendor Management, Change Management
Education
Long Island University, Brooklyn Campus 1998 — 1998
Web Programming
City University of New York 1982 — 1985
BS
Vania Montes de Oca, MBA's E*TRADE Financial Corporation Experience March 2015 - Present
Job Senior Compliance Analyst at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation March 2015 - Present
UBS Wealth Management November 2013 - Present
Independent Financial Group LLC May 2013 - October 2013
Independent Financial Group LLC October 2009 - April 2013
Accountemps July 2009 - December 2009
ING DIRECT España January 2008 - April 2009
Northwestern Mutual July 2007 - December 2007
Skills
Series 7, Series 66
Education
Endicott College 2008 — 2009
Master of Business Administration (M.B.A.), Master in Business Administration
University of San Diego 2003 — 2005
Bachelor, Business Adminstration
Academy of Our Lady of Peace
E*TRADE Financial Corporation March 2015 - Present
UBS Wealth Management November 2013 - Present
Independent Financial Group LLC May 2013 - October 2013
Independent Financial Group LLC October 2009 - April 2013
Accountemps July 2009 - December 2009
ING DIRECT España January 2008 - April 2009
Northwestern Mutual July 2007 - December 2007
Skills
Series 7, Series 66
Education
Endicott College 2008 — 2009
Master of Business Administration (M.B.A.), Master in Business Administration
University of San Diego 2003 — 2005
Bachelor, Business Adminstration
Academy of Our Lady of Peace
Raul Gianelli's E*TRADE Financial Corporation Experience September 2007 - September 2008
Job Risk Manager at Fannie Mae
Industry Financial Services
Experience
Freddie Mac September 2015 - Present
Fannie Mae September 2008 - July 2015
E*TRADE Financial Corporation September 2007 - September 2008
Bank United October 2003 - August 2007
Union Bank February 2003 - October 2003
Skills
Market Risk, Financial Analysis, Banking, Financial Modeling, DFAST, CCAR, Stress Testing, ALM, BSM, VAR, EAR, Mortgage, Prepayment, Credit Risk, Financial Risk, Financial Services, Risk Management, Management, QRM, BankWare, PolyPath, Intex, Derivatives
Education
Florida International University
Master of Science (MS), Finance
Florida International University
Bachelor of Arts (B.A.), Economics
Freddie Mac September 2015 - Present
Fannie Mae September 2008 - July 2015
E*TRADE Financial Corporation September 2007 - September 2008
Bank United October 2003 - August 2007
Union Bank February 2003 - October 2003
Skills
Market Risk, Financial Analysis, Banking, Financial Modeling, DFAST, CCAR, Stress Testing, ALM, BSM, VAR, EAR, Mortgage, Prepayment, Credit Risk, Financial Risk, Financial Services, Risk Management, Management, QRM, BankWare, PolyPath, Intex, Derivatives
Education
Florida International University
Master of Science (MS), Finance
Florida International University
Bachelor of Arts (B.A.), Economics
Keenan Walter's E*TRADE Financial Corporation Experience January 2015 - Present
Job Branch Manager at E*TRADE FINANCIAL
Industry Financial Services
Experience
E*TRADE Financial Corporation January 2015 - Present
E*TRADE Financial Corporation January 2014 - December 2014
E*TRADE Financial Corporation April 2011 - December 2013
E*TRADE Financial Corporation April 2010 - March 2011
E*TRADE Financial Corporation April 2009 - March 2010
E*TRADE Financial Corporation November 2008 - March 2009
Education
Emory University - Goizueta Business School 2011 — 2014
Master of Business Administration (M.B.A.)
Ramapo College of New Jersey 2004 — 2007
Bachelor, Finance
E*TRADE Financial Corporation January 2015 - Present
E*TRADE Financial Corporation January 2014 - December 2014
E*TRADE Financial Corporation April 2011 - December 2013
E*TRADE Financial Corporation April 2010 - March 2011
E*TRADE Financial Corporation April 2009 - March 2010
E*TRADE Financial Corporation November 2008 - March 2009
Education
Emory University - Goizueta Business School 2011 — 2014
Master of Business Administration (M.B.A.)
Ramapo College of New Jersey 2004 — 2007
Bachelor, Finance
Justin Griggs's E*TRADE Financial Corporation Experience January 2015 - Present
Job Director Product Management at E*TRADE Financial Corporation
Industry Management Consulting
Experience
E*TRADE Financial Corporation January 2015 - Present
Bain & Company February 2012 - September 2014
Bain & Company October 2009 - February 2012
Royal Bank of Scotland 2002 - 2007
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2007 — 2009
MBA, General Management
Dartmouth College 1998 — 2002
BA, Economics/Computer Science
E*TRADE Financial Corporation January 2015 - Present
Bain & Company February 2012 - September 2014
Bain & Company October 2009 - February 2012
Royal Bank of Scotland 2002 - 2007
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2007 — 2009
MBA, General Management
Dartmouth College 1998 — 2002
BA, Economics/Computer Science
Charla Ellis's E*TRADE Financial Corporation Experience 2013 - Present
Job Credit Underwriter
Industry Financial Services
Experience
E*TRADE Financial Corporation 2013 - Present
GE Capital January 2012 - May 2013
Comdata February 2010 - December 2011
HSBC October 2004 - December 2008
Education
Lewis University 2015 — 2017
Master's degree, Data Science
Fisk University 1999 — 2004
BS, Business Administration w/ a concentration in Financial Economics
E*TRADE Financial Corporation 2013 - Present
GE Capital January 2012 - May 2013
Comdata February 2010 - December 2011
HSBC October 2004 - December 2008
Education
Lewis University 2015 — 2017
Master's degree, Data Science
Fisk University 1999 — 2004
BS, Business Administration w/ a concentration in Financial Economics
Richard Lane's E*TRADE Financial Corporation Experience July 2015 - Present
Job Fixed Income Compliance Officer E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation July 2015 - Present
TD Securities (USA) LLC October 2010 - July 2015
Gatten Sadowski Inc. March 2008 - January 2010
Cantor Fitzgerald September 2006 - March 2008
Moody's Investors Service July 2004 - September 2006
Charles Schwab September 2003 - March 2004
BNP Paribas December 2000 - November 2002
WESTVACO CORPORATION May 1998 - December 2000
INTERNATIONAL CAPITAL GROWTH, LTD August 1996 - May 1998
Skills
Fixed Income, Hedge Funds, Derivatives, Equities, Due Diligence, Trading, Finance, Risk Management, Financial Risk, Investment Banking, Compliance, Asset Management, Banking
Education
Tufts University
Bachelor of Arts, History
Fordham Gabelli School of Business
Masters, Business Administration; Finance
E*TRADE Financial Corporation July 2015 - Present
TD Securities (USA) LLC October 2010 - July 2015
Gatten Sadowski Inc. March 2008 - January 2010
Cantor Fitzgerald September 2006 - March 2008
Moody's Investors Service July 2004 - September 2006
Charles Schwab September 2003 - March 2004
BNP Paribas December 2000 - November 2002
WESTVACO CORPORATION May 1998 - December 2000
INTERNATIONAL CAPITAL GROWTH, LTD August 1996 - May 1998
Skills
Fixed Income, Hedge Funds, Derivatives, Equities, Due Diligence, Trading, Finance, Risk Management, Financial Risk, Investment Banking, Compliance, Asset Management, Banking
Education
Tufts University
Bachelor of Arts, History
Fordham Gabelli School of Business
Masters, Business Administration; Finance
Dwayne Brunson's E*TRADE Financial Corporation Experience March 2003 - June 2004
Job
Industry Financial Services
Experience
Hartsfield-Jackson Atlanta International Airport December 2006 - June 2014
Progessive Lighting October 2004 - December 2006
E*TRADE Financial Corporation March 2003 - June 2004
Skills
Budgets, Financial Reporting, Process Scheduler, Transportation, Sales, Accounting, Warehousing, Facilities Management, Real Estate, Process Improvement, Financial Analysis, Access, Risk Management, Credit, Portfolio Management, Trading, Financial Planning
Education
Capella University 2008 — 2010
Master of Business Administration (MBA), Finance, General
Florida Agricultural and Mechanical University 1995 — 1997
Bachelor of Science (BS), Business/Managerial Economics
Florida State College at Jacksonville 1992 — 1994
Associate of Arts (A.A.)
Hartsfield-Jackson Atlanta International Airport December 2006 - June 2014
Progessive Lighting October 2004 - December 2006
E*TRADE Financial Corporation March 2003 - June 2004
Skills
Budgets, Financial Reporting, Process Scheduler, Transportation, Sales, Accounting, Warehousing, Facilities Management, Real Estate, Process Improvement, Financial Analysis, Access, Risk Management, Credit, Portfolio Management, Trading, Financial Planning
Education
Capella University 2008 — 2010
Master of Business Administration (MBA), Finance, General
Florida Agricultural and Mechanical University 1995 — 1997
Bachelor of Science (BS), Business/Managerial Economics
Florida State College at Jacksonville 1992 — 1994
Associate of Arts (A.A.)
Zygmund Lenchert's E*TRADE Financial Corporation Experience May 2014 - Present
Job Federal Engagement Financial Management at Deloitte
Industry Accounting
Experience
Deloitte September 2015 - Present
E*TRADE Financial Corporation May 2014 - Present
Deloitte 2015 - 2015
Deloitte 2015 - 2015
Serco February 2013 - May 2014
Serco September 2010 - February 2013
Farmer Mac October 2008 - September 2010
SoundExchange January 2008 - October 2008
Skills
Accounting, Financial Analysis, Internal Controls, Auditing, Analysis, Finance, Sarbanes-Oxley Act, Internal Audit, General Ledger, Tax, Account Reconciliation, GAAP, IFRS, Budgets, Financial Statements, Microsoft Excel, External Audit, Access, Leadership, Variance Analysis, US GAAP, Financial Reporting, SEC filings, SAP, Financial Accounting, Business Analysis, PowerPoint, Data Analysis, Financial Services, Government Contracting, Expenses, Consolidation, Cost Accounting, Cash Flow, Cognos, Hyperion Enterprise, Process Improvement, Hyperion, Smartview
Education
Colorado State University 2014 — 2016
Masters, Business Administration
Virginia Polytechnic Institute and State University 2012 — 2015
Master's Degree, Management Information Systems, General
University of Mary Washington 2002 — 2006
B.S, Accounting
Langley High School 1998 — 2002
Deloitte September 2015 - Present
E*TRADE Financial Corporation May 2014 - Present
Deloitte 2015 - 2015
Deloitte 2015 - 2015
Serco February 2013 - May 2014
Serco September 2010 - February 2013
Farmer Mac October 2008 - September 2010
SoundExchange January 2008 - October 2008
Skills
Accounting, Financial Analysis, Internal Controls, Auditing, Analysis, Finance, Sarbanes-Oxley Act, Internal Audit, General Ledger, Tax, Account Reconciliation, GAAP, IFRS, Budgets, Financial Statements, Microsoft Excel, External Audit, Access, Leadership, Variance Analysis, US GAAP, Financial Reporting, SEC filings, SAP, Financial Accounting, Business Analysis, PowerPoint, Data Analysis, Financial Services, Government Contracting, Expenses, Consolidation, Cost Accounting, Cash Flow, Cognos, Hyperion Enterprise, Process Improvement, Hyperion, Smartview
Education
Colorado State University 2014 — 2016
Masters, Business Administration
Virginia Polytechnic Institute and State University 2012 — 2015
Master's Degree, Management Information Systems, General
University of Mary Washington 2002 — 2006
B.S, Accounting
Langley High School 1998 — 2002
Ajoy Asok's E*TRADE Financial Corporation Experience 2010 - April 2014
Job Director Software Engineering at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial May 2014 - Present
E*TRADE Financial Corporation 2010 - April 2014
E*TRADE Financial Corporation 2006 - 2010
E*TRADE Financial Corporation 2001 - 2006
TD Ameritrade 1999 - 2000
CSG Systems International 1996 - 1999
Skills
Agile Methodologies, Unix, SOA, SDLC, Software Development, Java, Perl, Software Project..., Java Enterprise Edition, Web Services, Solaris, Tomcat, C/C++ STL
Education
College of Engineering, Trivandrum
Bachelor's Degree, Mechanical Engineering
Texas Tech University
Master's degree, Computer Science
E*TRADE Financial May 2014 - Present
E*TRADE Financial Corporation 2010 - April 2014
E*TRADE Financial Corporation 2006 - 2010
E*TRADE Financial Corporation 2001 - 2006
TD Ameritrade 1999 - 2000
CSG Systems International 1996 - 1999
Skills
Agile Methodologies, Unix, SOA, SDLC, Software Development, Java, Perl, Software Project..., Java Enterprise Edition, Web Services, Solaris, Tomcat, C/C++ STL
Education
College of Engineering, Trivandrum
Bachelor's Degree, Mechanical Engineering
Texas Tech University
Master's degree, Computer Science
Shannon D. James's E*TRADE Financial Corporation Experience November 2013 - August 2014
Job Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2014 - Present
E*TRADE Financial Corporation November 2013 - August 2014
McMaster-Carr February 2012 - August 2013
Wells Fargo Bank April 2011 - February 2012
Wells Fargo Bank June 2009 - April 2011
Wachovia Bank May 2007 - June 2009
Skills
Credit, Loans, Banking, Customer Service, Compliance, Operations, Supply Chain, Financial Analysis, Purchase Orders, Customer Information, CRM, Management, Sales, Marketing
Education
Florida Agricultural and Mechanical University 2005 — 2009
Bachelor of Science, Business Administration, 3.0
Spelman College 2004 — 2004
Early College Program, 4.0
Morgan Stanley Wealth Management August 2014 - Present
E*TRADE Financial Corporation November 2013 - August 2014
McMaster-Carr February 2012 - August 2013
Wells Fargo Bank April 2011 - February 2012
Wells Fargo Bank June 2009 - April 2011
Wachovia Bank May 2007 - June 2009
Skills
Credit, Loans, Banking, Customer Service, Compliance, Operations, Supply Chain, Financial Analysis, Purchase Orders, Customer Information, CRM, Management, Sales, Marketing
Education
Florida Agricultural and Mechanical University 2005 — 2009
Bachelor of Science, Business Administration, 3.0
Spelman College 2004 — 2004
Early College Program, 4.0
Gabriel Canan-Zucker's E*TRADE Financial Corporation Experience June 2011 - June 2013
Job Experienced AML Investigator
Industry Investment Banking
Experience
JPMorgan Chase & Co. September 2014 - Present
E*TRADE Financial June 2013 - June 2014
E*TRADE Financial Corporation June 2011 - June 2013
Law Office of David Benowitz March 2010 - August 2010
Public Defender Service January 2009 - February 2010
Skills
Compliance, Research, Word, PowerPoint, Microsoft Office, SPSS, Policy, Financial Analysis, Microsoft Word, Public Speaking, OFAC, Microsoft Excel, AML
Education
Eckerd College 2004 — 2008
Bachelor's degree, Psychology
Eckerd College 2004 — 2008
Bachelor's degree, Psychology
JPMorgan Chase & Co. September 2014 - Present
E*TRADE Financial June 2013 - June 2014
E*TRADE Financial Corporation June 2011 - June 2013
Law Office of David Benowitz March 2010 - August 2010
Public Defender Service January 2009 - February 2010
Skills
Compliance, Research, Word, PowerPoint, Microsoft Office, SPSS, Policy, Financial Analysis, Microsoft Word, Public Speaking, OFAC, Microsoft Excel, AML
Education
Eckerd College 2004 — 2008
Bachelor's degree, Psychology
Eckerd College 2004 — 2008
Bachelor's degree, Psychology
Kris Bley's E*TRADE Financial Corporation Experience 2001 - 2005
Job Sales at Woodside Credit Corporation
Industry Financial Services
Experience
Woodside Credit Corporation July 2005 - Present
E*TRADE Financial Corporation 2001 - 2005
Skills
Banking, Finance, Customer Service, Management, Microsoft Office, Credit, Leadership, Strategic Planning, Project Management, Financial Analysis, Consumer Lending, Operations Management, Team Building, Negotiation, Sales, Loans, Underwriting, Credit Analysis, Account Management
Education
Chapman University 2008 — 2010
Bachelor of Science (BS), Organizational Leadership
Saddleback College 1997 — 2000
Associate's degree, General Studies
Woodside Credit Corporation July 2005 - Present
E*TRADE Financial Corporation 2001 - 2005
Skills
Banking, Finance, Customer Service, Management, Microsoft Office, Credit, Leadership, Strategic Planning, Project Management, Financial Analysis, Consumer Lending, Operations Management, Team Building, Negotiation, Sales, Loans, Underwriting, Credit Analysis, Account Management
Education
Chapman University 2008 — 2010
Bachelor of Science (BS), Organizational Leadership
Saddleback College 1997 — 2000
Associate's degree, General Studies
Megan Dwyer's E*TRADE Financial Corporation Experience June 2015 - Present
Job Marketing Specialist at E*TRADE Financial Corporation
Industry Marketing and Advertising
Experience
E*TRADE Financial Corporation June 2015 - Present
Time Warner Cable October 2013 - June 2015
GroupM August 2013 - October 2013
OMD Worldwide August 2012 - August 2013
OMD Worldwide September 2011 - August 2012
Merrill Lynch January 2011 - May 2011
The Gramercy House, LLC September 2009 - December 2009
Skills
Marketing, PowerPoint, DoubleClick, Management, Lead Generation, Advertising, Social Media Marketing
Education
Fairfield University 2007 — 2011
Bachelor of Science
Fairfield University 2007 — 2011
Bachelor of Science, International Business
University of International Business and Economics 2010 — 2010
Chinese
E*TRADE Financial Corporation June 2015 - Present
Time Warner Cable October 2013 - June 2015
GroupM August 2013 - October 2013
OMD Worldwide August 2012 - August 2013
OMD Worldwide September 2011 - August 2012
Merrill Lynch January 2011 - May 2011
The Gramercy House, LLC September 2009 - December 2009
Skills
Marketing, PowerPoint, DoubleClick, Management, Lead Generation, Advertising, Social Media Marketing
Education
Fairfield University 2007 — 2011
Bachelor of Science
Fairfield University 2007 — 2011
Bachelor of Science, International Business
University of International Business and Economics 2010 — 2010
Chinese
Derrick McNeese's E*TRADE Financial Corporation Experience March 2015 - Present
Job Senior Fraud Services Specialist at E* Trade financial
Industry Financial Services
Experience
E*TRADE Financial Corporation March 2015 - Present
E* Trade financial December 2010 - March 2015
Education
Columbia University in the City of New York
Bachelor of Arts (B.A.)
E*TRADE Financial Corporation March 2015 - Present
E* Trade financial December 2010 - March 2015
Education
Columbia University in the City of New York
Bachelor of Arts (B.A.)
Stephen DiGiambattista's E*TRADE Financial Corporation Experience January 2006 - July 2014
Job Seasoned Business Professional Helping Business Owners Retain & Recruit Top Talent
Industry Insurance
Experience
Self Employed-Independent Insurance Sales Accociate May 2015 - Present
E*TRADE Financial Corporation January 2006 - July 2014
Greenpoint Mortgage January 2001 - January 2006
Education
Fordham University 1982 — 1986
Bachelor of Arts (B.A.), Economics
Self Employed-Independent Insurance Sales Accociate May 2015 - Present
E*TRADE Financial Corporation January 2006 - July 2014
Greenpoint Mortgage January 2001 - January 2006
Education
Fordham University 1982 — 1986
Bachelor of Arts (B.A.), Economics
Shawn Heckman's E*TRADE Financial Corporation Experience 2015 - Present
Job Financial Consultant at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation 2015 - Present
E*TRADE Financial Corporation 2013 - 2015
United States Air Force 1995 - 2015
Skills
Analysis, Project Management, Operations Management, Security Clearance, Strategic Planning, Report Writing, Team Building, Product Development, Requirements Management, Process Improvement, Finance, Accounting, Chinese Mandarin, Data Management, Personnel Management, Engineering Change..., Series 7, Series 63, Equity Compensation, General Securities...
Education
University of Maryland University College
Certified Financial Planner (CFP) Preparation Coursework
Syracuse University
Project Management Professional (PMP)
Santa Clara University - Leavey School of Business
Certified Equity Professional Level 1 - Complete
University of Maryland University College
Bachelor of Science (B.S.), Finance
Community College of the Air Force
Associate of Science (A.S.), Communications Technology
Defense Language Institute 2002 — 2003
Chinese Mandarin
E*TRADE Financial Corporation 2015 - Present
E*TRADE Financial Corporation 2013 - 2015
United States Air Force 1995 - 2015
Skills
Analysis, Project Management, Operations Management, Security Clearance, Strategic Planning, Report Writing, Team Building, Product Development, Requirements Management, Process Improvement, Finance, Accounting, Chinese Mandarin, Data Management, Personnel Management, Engineering Change..., Series 7, Series 63, Equity Compensation, General Securities...
Education
University of Maryland University College
Certified Financial Planner (CFP) Preparation Coursework
Syracuse University
Project Management Professional (PMP)
Santa Clara University - Leavey School of Business
Certified Equity Professional Level 1 - Complete
University of Maryland University College
Bachelor of Science (B.S.), Finance
Community College of the Air Force
Associate of Science (A.S.), Communications Technology
Defense Language Institute 2002 — 2003
Chinese Mandarin
Antonio Tucker's E*TRADE Financial Corporation Experience June 2014 - Present
Job
Industry Information Technology and Services
Experience
E*TRADE Financial Corporation June 2014 - Present
Spelman College December 2011 - July 2014
Alta Telecom February 2011 - February 2012
Kelly Services September 2010 - February 2011
Skills
Service Desk, Remote Desktop, Remote Troubleshooting, Mac OS, iPhone Support, Citrix, Windows 7, Printers, Active Directory, Microsoft Office, Customer Support, Mac & PC platforms, Android, BMC Remedy Ticketing..., Microsoft Word, PowerPoint, Lotus Notes, VMware
Education
DeVry University 2006 — 2010
Bachelor of Science, Network and Communications Management
E*TRADE Financial Corporation June 2014 - Present
Spelman College December 2011 - July 2014
Alta Telecom February 2011 - February 2012
Kelly Services September 2010 - February 2011
Skills
Service Desk, Remote Desktop, Remote Troubleshooting, Mac OS, iPhone Support, Citrix, Windows 7, Printers, Active Directory, Microsoft Office, Customer Support, Mac & PC platforms, Android, BMC Remedy Ticketing..., Microsoft Word, PowerPoint, Lotus Notes, VMware
Education
DeVry University 2006 — 2010
Bachelor of Science, Network and Communications Management
Charlene Oliver's E*TRADE Financial Corporation Experience July 2009 - July 2010
Job Inventory Specialist at Wyndham Vacation Ownership
Industry Hospitality
Experience
Wyndham Vacation Ownership October 2010 - Present
E*TRADE Financial Corporation July 2009 - July 2010
Fidelity Investments May 2007 - March 2008
Skills
IFPA Certified Personal..., Florida Notary
Education
Webster University 2013 — 2015
Master of Business Administration (MBA)
Florida State University 2003 — 2007
BS, Finance and Real Estate
Wyndham Vacation Ownership October 2010 - Present
E*TRADE Financial Corporation July 2009 - July 2010
Fidelity Investments May 2007 - March 2008
Skills
IFPA Certified Personal..., Florida Notary
Education
Webster University 2013 — 2015
Master of Business Administration (MBA)
Florida State University 2003 — 2007
BS, Finance and Real Estate
Mani Sarma's E*TRADE Financial Corporation Experience March 2011 - July 2014
Job Sr Staff at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation March 2011 - July 2014
Verizon Wireless January 2010 - December 2010
ConSentry Networks May 2007 - November 2009
Cisco May 2006 - April 2007
Attune Systems Inc., May 2005 - April 2006
Sygate Technologies (acquired by Symantec in May 2005) February 2004 - May 2005
Education
College of Engineering, Trivandrum
Bachelor of Technology (B.Tech.), Mechanical Engineering
E*TRADE Financial Corporation March 2011 - July 2014
Verizon Wireless January 2010 - December 2010
ConSentry Networks May 2007 - November 2009
Cisco May 2006 - April 2007
Attune Systems Inc., May 2005 - April 2006
Sygate Technologies (acquired by Symantec in May 2005) February 2004 - May 2005
Education
College of Engineering, Trivandrum
Bachelor of Technology (B.Tech.), Mechanical Engineering
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.