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
Safra National Bank of New York June 2014 - August 2014
E*TRADE Financial Corporation June 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, People-oriented, Microsoft Office, Accounting, General Ledger, Finance
Education
Saint Joseph's University 2013 — 2015
Accounting, Senior
University of South Carolina-Columbia 2011 — 2013
E*TRADE Financial Corporation January 2013 - Present
Bank of America Merrill Lynch November 2010 - January 2013
Merrill Lynch 2006 - 2010
Merrill Lynch 2005 - 2006
Merrill Lynch 2004 - 2005
Skills
Problem Solving, Product development and..., Investments, Series 7, Series 24, Series 63, Series 65, Solution Implementation, Financial Planning, Equities, Strategy, Fixed Income, Financial Analysis, Strategic Financial...
Education
NYU Stern School of Business 2002 — 2004
Master of Business Administration (MBA), Finance, General
The College of New Jersey 1995 — 1999
Bachelor of Science (BS), International Business
E*TRADE Financial Corporation June 2015 - Present
Wells Fargo July 2013 - June 2015
Publix Super Markets INC July 2008 - July 2013
Education
University of Florida 2009 — 2011
Bachelor of Science (BS), Food and Resource Economics
Santa Fe College 2007 — 2009
Associate of Arts (AA), Business Administration and Management, General
E*TRADE Financial Corporation November 2014 - Present
Vanguard September 2008 - November 2014
Merrill Lynch January 2008 - May 2008
Skills
Investments, Financial Services, Series 6, Mutual Funds, Finance, Portfolio Management, Series 7, Retirement Planning, Series 63, Wealth Management, 401k, Retirement, Investment Strategies, IRAs, Asset Allocation
Education
SUNY Geneseo 2004 — 2008
Business Administration/Communication, Finance
McQuaid Jesuit High School
Verizon Wireless August 2015 - Present
Verizon Wireless March 2015 - August 2015
E*TRADE Financial Corporation May 2014 - September 2014
University of Utah - Employment May 2011 - April 2014
Count My Vote January 2013 - July 2013
Utah Democratic Party January 2012 - June 2012
Park City Mountain Resort November 2011 - April 2012
Canyons Resort November 2009 - November 2011
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Fundraising, Time Management, Nonprofits, Critical Thinking, Public Speaking, Research, Outlook, Customer Service, Microsoft Office, Teamwork, Editing, Analysis, Team Building, Team Leadership, Public Relations, SPSS, Policy, Higher Education, Finance, Volunteer Management, Data Analysis, Political Science, Politics, Sales, Conflict Resolution, Program Development, Community Outreach, Strategic Planning, Market Research, Social Media, Event Planning, Leadership, Social Networking, Government, Public Policy, Event Management, Policy Analysis, Social Media Marketing, Marketing, Strategy, Management, Strategic Communications, Community Development
Education
Strayer University 2015 — 2017
MSIS Master of Science Information Systems, Information Technology, Business Administration.
University of Utah 2011 — 2015
Bachelor's degree, Political Science and Government
E*TRADE Financial Corporation June 2014 - Present
Aggie Radio June 2013 - Present
Texas Roadhouse November 2008 - July 2014
Rainbow House English Club March 2011 - June 2011
Sky High Energy May 2010 - August 2010
Skills
PowerPoint, Teamwork, Prezi, Sales, Adobe Audition, Presenter, SAM Broadcaster, Wordperfect, Excels, Leadership, Microsoft Word, Event Planning, Management, Microsoft Office, Research, Public Speaking, Customer Service
Education
Utah State University 2010 — 2013
Bachelor of Arts (B.A.), International Business
Snow College 2008 — 2010
Associate of Science (A.S.), General Studies
Infortal Worldwide 2014 - Present
E*TRADE Financial Corporation 2012 - 2013
Law Enforcement Agency/Government November 2003 - June 2012
San Francisco Luxury Hotels November 1997 - January 2003
Skills
Enforcement, Firearms, Criminal Justice, Background Checks, Internal Investigations, Investigative Reporting, Emergency Management, Security Operations, Public Speaking, Homeland Security, Team Building, Undercover, Crisis Communications, External Investigations, Criminal Investigations, People Skills, Interpersonal Leadership, Project Management, Project Coordination, Time Management, Certified Fraud Examiner, Corporate Security, Fraud, Surveillance, Private Investigations, Counterterrorism, Emergency Planning, Security Management, Security, Crisis Management, Physical Security, Training, Risk Assessment, Criminal Law, Police, Executive Protection, Investigation, Security Training, Interrogation, Protection, Evidence, Public Safety, Cybercrime, Forensic Analysis, Counterintelligence, Workplace Violence, Personal Protection, Patrol, Law Enforcement..., Computer Forensics
Education
University of Phoenix 1999 — 2001
Master of Arts (M.A.), Organizational Management
Saint Mary's College of California 1991 — 1995
Bachelor of Arts (BA), History
Boomerang Asset Management, LLC 2009 - Present
E*Trade Financial Corporation 1999 - 2008
Merrill Lynch 1994 - 1996
Lehman Brothers 1993 - 1994
Skills
Integration, Business Planning, Corporate Development, Negotiation, Strategy, Management, Venture Capital, Mergers & Acquisitions, Executive Management, Financial Modeling, Strategic Planning, Due Diligence, Finance, Portfolio Management, Competitive Analysis, E-commerce, Mergers, Cross-functional Team..., Equities, New Business Development, Business Strategy, Strategic Partnerships, Investments, Asset Management, Leadership, Valuation, Private Equity
Education
Tulane University
BA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA, (full-time)
E*TRADE Financial Corporation February 2015 - Present
Urish Popeck & Co., LLC January 2013 - February 2015
American Express June 2010 - December 2011
Dickstein Shapiro LLP June 2011 - August 2011
Washington Redskins August 2010 - December 2010
Skills
Marketing, Content Marketing, Microsoft Office, Social Media, Facebook, Event Management, Social Networking, Social Media Marketing, Event Planning, Management, Digital Marketing
Education
The George Washington University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Shady Side Academy 2004 — 2008
E*TRADE Financial Corporation July 2015 - Present
E*TRADE Financial August 2011 - Present
Advantage Professional Staffing, LLC March 2011 - August 2011
Modern Italian Bakery September 2010 - February 2011
American Consultants June 2009 - June 2010
Atlantic Chevrolet July 2006 - April 2007
Skills
Sales, Banking, Finance, Financial Services, Microsoft Office, Financial Advisory, Debt Settlement, Microsoft Excel, Call Center, Payments, Employee Benefits, Outlook, Insurance, Consultants, Market Analysis, Operations Management, Call Centers, Investments, Management, Customer Service, Loans, Analysis, Equities, Customer Satisfaction, Series 7, Series 63
Education
Kennesaw State University 2011 — 2014
Bachelor's Degree, Cum Laude, Finance, 3.63/4.0
Suffolk County Community College 2005 — 2008
Associate's Degree, Business Administration
E*TRADE Financial Corporation February 2015 - Present
Oracle February 2013 - Present
VISA 2012 - 2013
Cisco Systems 2012 - 2012
Walmart.com May 2005 - December 2011
eBay 2003 - 2005
Oracle Corporation, Redwood Shores, CA 2001 - 2002
Beechwood Computing 2000 - 2001
Data software research corporation 1998 - 2000
Skills
Testing, Quality Assurance, System Testing, Test Automation, SDLC, Test Cases, Quality Center, Integration, Agile Methodologies, Test Planning, Cross-functional Team..., Unix, Software Development, Scrum, Leadership, Software Project..., Requirements Analysis, Project Management, SCRUM MASTER
Education
Sathyabama Institute of Science and Technology 1991 — 1995
B.E, Electronics and Communication
Sainik School Amaravathy Nagar
E*TRADE Financial Corporation August 2014 - Present
CliftonLarsonAllen LLP September 2011 - August 2014
GSA- Office of Inspector General September 2010 - August 2011
Skills
Auditing, Accounting, Budgets, CPA, Data Analysis, Finance, Financial Statements, Government, Internal Controls, Microsoft Excel, Microsoft Office, Tax
Education
West Virginia University 2009 — 2010
MBA
Shepherd University 2005 — 2009
Bachelors, Accounting
E*TRADE Financial Corporation May 2014 - Present
David Lerner Associates, Inc. November 2009 - May 2014
Chase October 2006 - October 2009
BNY Mellon June 2004 - October 2006
Skills
Series 7, Series 66, Series 6, Series 63, Life & Health Licenses
Education
SUNY Plattsburgh 2001 — 2004
Business Administration B.S., Accounting Minor
Lock Haven University of Pennsylvania 2000 — 2001
Health Science B.S.
Walter Panas High School 1996 — 2000
Regents Diploma, Perfect Attendance
Bennett Thrasher December 2014 - Present
E*TRADE Financial Corporation February 2014 - August 2014
Home Caregivers June 2011 - January 2014
TTU Media Center September 2007 - May 2011
Skills
Financial Analysis, Leadership, Strategy, Finance, Income Tax, Accounts Payable, Microsoft Word, Account Reconciliation, Microsoft Office, Timely Decision Making, Analysis, Access, Financial Accounting, Strategic Planning, Microsoft Excel, PowerPoint, Data Analysis, Accounting, Financial Reporting, Accounts Receivable, Journal Entries, General Ledger, Auditing, Customer Service, Outlook, QuickBooks, Management, Time Management, Financial Modeling, Financial Services, Forecasting
Education
Tennessee Technological University - College of Business Administration 2012 — 2013
Master of Business Administration (MBA), Finance, 3.90
Tennessee Technological University 2007 — 2011
BA in Accounting, Accounting
E*TRADE Financial Corporation April 2015 - Present
E*TRADE Financial June 2013 - Present
E*TRADE Financial June 2009 - June 2013
E*TRADE Financial October 2007 - June 2009
E*TRADE Financial March 2006 - October 2007
TD Ameritrade January 2006 - March 2006
TD Ameritrade February 2005 - January 2006
Skills
Series 7, 63, 4, 24,...
Education
Seton Hall University
E*TRADE Financial Corporation December 2014 - Present
Toys R Us August 2013 - December 2014
Finance Now! Tutoring February 2012 - August 2013
Federal Housing Finance Agency (FHFA) June 2012 - September 2012
MEDE 18 Food Truck Corp. June 2011 - August 2011
Aflac November 2009 - May 2010
Skills
Social Media, Public Speaking, Microsoft Office, Time Management, Microsoft Excel, PowerPoint, Marketing, Leadership, Retail, Fundraising, Marketing Strategy, Access, Customer Service, Event Planning, Social Media Marketing, Management, Public Relations, Research, Data Analysis, Data Science
Education
The George Washington University 2009 — 2013
Bachelors, Business Administration
Shore Regional 2005 — 2009
Contractor September 2014 - Present
NCR Corporation February 2015 - July 2015
E*TRADE Financial Corporation 2008 - 2013
IBM 2000 - 2007
IBM 1997 - 1999
IBM 1994 - 1997
Skills
Client Relations, Problem Management, Negotiation, Financial Analysis, Technical Trainers, Curriculum Development, Process Improvement, Budgeting, Software Installation, Quality Management, Business Continuity, Customer Service, Management, Microsoft Office, Project Management, Business Analysis, Leadership, PMO, Program Management, SDLC, Vendor Management
Education
The George Washington University
Masters Certificate, Project Management
E*TRADE Financial Corporation June 2014 - Present
Omnicell November 2008 - June 2014
Middlesex Hospital May 2006 - January 2010
Salve Regina University September 2007 - May 2009
Omnicell June 2008 - August 2008
Skills
Proposal Writing, Marketing Strategy, Grant Writing, Cross-functional Team..., Thought Leadership, Copywriting, Marketing, Management, Marketing Communications, Leadership, Healthcare, Time Management, Project Planning, Budgets, Sales
Education
Salve Regina University 2005 — 2009
Bachelor of Science, Marketing
E*TRADE Financial Corporation October 2014 - Present
Alchemy Coffee Capitol Hill December 2013 - Present
Alchemy Coffee June 2008 - July 2014
University of Washington January 2011 - August 2013
Center for Neighborhood Technology May 2009 - October 2010
Skills
Operations Management, Customer Service, Marketing, Creative Problem Solving, Customer Engagement, Logistics, Retail, Management, Customer Retention, Retail Sales, Mechanical Aptitude, Coffee Shops, Specialty Coffee, Resourceful..., Troubleshooting, Entrepreneurship, Bookkeeping, Financial Analysis
Education
Salt Lake Community College 2003 — 2006
Associates of Science, Political Science and Government
University of Utah
Forest Lake Camp Senior Assisstant Operations ManagerSmith Barney2006 - 2009
E*TRADE Financial Corporation November 2004 - February 2007
E*TRADE Financial Corporation November 2003 - November 2004
Forest Lake Camp 1983 - 1985
Education
Saint Bonaventure University 1985 — 1989
Bachelor of Business Administration (BBA), Accounting
Rogers Family Company September 2014 - Present
E*TRADE Financial February 2010 - March 2014
E*TRADE Financial Corporation March 2008 - February 2010
E*TRADE Financial Corporation June 2000 - March 2008
E*TRADE Financial Corporation August 1999 - June 2000
Adobe 1995 - 1999
KPMG US 1991 - 1995
Skills
Analysis, Strategic Financial..., Forecasting, Financial Modeling, Financial Analysis, Financial Reporting, Metrics, Metrics Reporting, Key Performance..., Consolidation, Budget Forecasts, Financial Variance..., Executive Reporting, Performance Reporting, Hyperion Enterprise, Essbase, Microsoft Excel, Microsoft Office, PowerPoint
Education
San Jose State University 1990 — 1992
Master of Science (MS), Taxation
San Diego State University-California State University 1988 — 1990
Bachelor of Science (BS), Accounting
E*TRADE Financial Corporation January 2014 - Present
Booz & Company June 2012 - January 2014
Eminence Capital January 2012 - June 2012
Skills
Financial Services, Business Analysis, CRM, Data Analysis, Microsoft Office, Management Consulting, Business Strategy, Business Intelligence, Risk Management, Microsoft Excel, Financial Modeling, Social Media, PowerPoint
Education
University of California, Davis 2007 — 2011
Bachelor of Arts (B.A.), Business/Corporate Communications
Universidad Carlos III de Madrid 2010 — 2010
E*TRADE Financial Corporation April 2014 - Present
E*TRADE Financial November 2011 - April 2014
Skills
Financial Services, Securities, Equities, Investments, Series 7, Credit, Mutual Funds, Strategic Financial..., Trading, Insurance, Loan Origination
Education
University of Utah 2001 — 2003
Bachlors, Economics
Snow College
Associate of Science (A.S.)
E*TRADE Financial Corporation April 2015 - Present
Goldman Sachs/REDI July 2013 - April 2015
Goldman Sachs June 2012 - July 2013
Goldman Sachs February 2007 - June 2012
Citigroup 2006 - 2006
Larsen & Toubro Limited May 2004 - May 2005
Skills
Equities, Financial Analysis, Investment Banking, Analysis, Training, Investments, Capital Markets, Hedge Funds, Trading, Financial Markets, Trading Systems, Valuation, Financial Services, Business Analysis, Corporate Finance, Due Diligence, Securities, Electronic Trading, Portfolio Management, Fixed Income, Equity Derivatives, Management, Product Management
Education
State University of New York at Stony Brook
Master's Degree, Computer Science
University of Mumbai
B.E (Honors)
E*TRADE Financial Corporation June 2014 - Present
Prudential Financial April 2013 - June 2014
Prudential Financial September 2011 - March 2013
Prudential Financial May 2010 - August 2011
Prudential Financial March 2006 - May 2010
KPMG 2002 - 2006
KPMG US June 2001 - August 2001
Skills
Risk Management, Financial Risk, Accounting, Internal Controls, Auditing, Internal Audit, Sarbanes-Oxley, Sarbanes-Oxley Act, Asset Management, Financial Audits, Analysis, Enterprise Risk..., Finance, Financial Analysis, Financial Reporting, Financial Services, Insurance, Investments, Management, Operational Risk, Risk Assessment
Education
Strome College of Business 1998 — 2002
Bachelors, Accounting
E*TRADE Financial Corporation July 2014 - Present
LUZ Engenharia Financeira October 2009 - February 2011
Faculdade Anhanguera August 2009 - December 2009
Universidade Estadual de Campinas March 2007 - July 2007
Skills
Programming, Operations Research, Mathematica, LaTeX, Matlab, Extreme Programming, Mathematical Modeling, Integer Programming, Scrum, Xpress, Combinatorial..., Microsoft Excel, Microsoft Word, Graphs, Java, Delphi, SQL, C++, Problem Solving, Algorithms, Logical Thinker, Data Structures, Algorithm Analysis, Github, Windows, Linux, MongoDB, Software Engineering
Education
San Jose State University 2013 — 2014
Master's degree, Computer Software Engineering
Universidade Estadual de Campinas 2007 — 2010
Master's degree, Computer Science
UNICAMP - Universidade Estadual de Campinas 2003 — 2007
Bachelor's degree, Computational and Applied Mathematics
Ultimate Software May 2014 - Present
E*TRADE Financial Corporation December 2013 - May 2014
E*TRADE Financial November 2010 - October 2013
E*TRADE Financial September 2009 - November 2010
E*TRADE Financial July 2006 - September 2009
Franklin Templeton Investments 1996 - 2006
Skills
Securities, Equities, Series 7, Consumer Lending, Mutual Funds, Financial Services, Investments, Relationship Management, Series 63, Management, Leadership, Mergers & Acquisitions, Vendor Management, Business Development, Product Management, Salesforce.com, Training, Business Planning, Performance Management
Education
Suffolk University
Bachelor of Business Administration (BBA)
University of Miami - School of Business
Master of Business Administration (MBA), International Business
Premier RCM Inc Medical Billing October 1998 - Present
Shasta Networks April 1996 - October 1998
E*TRADE Financial Corporation February 1994 - April 1996
United States Marine Corps October 1985 - October 1993
Skills
Customer Service, Social Media, Medical Billing, Medical Consulting, Leadership, Coaching, Management, Public Speaking, Strategic Planning, Social Networking, Sales
Education
Universal Life University & Monestary 2010 — 2013
Doctor of Divinity, Divinity/Ministry, 4.0
Stanford University 1993 — 1996
Masters In Business, Health/Health Care Administration/Management, 4.0
Western & Southern Life June 2015 - Present
Susquehanna International Group, LLP (SIG)/G1X Execution Services February 2014 - September 2014
E*TRADE Financial Corporation January 2004 - February 2014
Boston Cabot, LLC January 2003 - September 2003
Chicago Securities Group February 2000 - June 2002
Metamor Technologies, New Resources Corporation June 1997 - February 2000
Education
St. Joseph's College (IN) 1993 — 1997
Bachelor's degree, Business Administration and Management, General
A.A. Stagg high school 1989 — 1993
E*TRADE Financial Corporation April 2015 - Present
Financial Services Consulting August 1994 - April 2015
Credit Suisse LLC April 2014 - August 2014
GE Capital Treasury December 2013 - March 2014
NYS Teachers' Retirement System September 2013 - December 2013
Royal Bank of Scotland February 2011 - July 2011
Swiss Re Financial, Inc. October 2007 - July 2009
Daiwa Securities 2004 - 2006
Deutsch Bank April 1999 - August 2000
Skills
Accounting, Account Reconciliation, Equities, Securities, Financial Accounting, Investments, Options, Spreadsheets, Pivot Tables, GAAP, Financial Analysis
Education
St. Francis College 1985 — 2001
Bachelor of Science (B.S.), Accounting
St. Francis College 1986 — 1991
BS, Accounting
E*TRADE Financial Corporation July 2014 - Present
University at Buffalo March 2013 - March 2015
Sub Board I Inc. - University at Buffalo May 2012 - July 2014
DecisionLink August 2012 - February 2013
Mutual of Omaha May 2012 - October 2012
Subway August 2010 - February 2011
Dial America Marketing May 2008 - August 2008
Skills
Website Development, Technology, Financial Analysis, Corporate Finance, Marketing Communications, Web Services, Database Administration, Microsoft Excel, PHP, MySQL, JavaScript, AJAX, Databases, Web Design, Analysis, C, Project Management, Social Media, WordPress, Web Development, CSS, Programming, C
Education
State University of New York at Buffalo 2014 — 2016
Bachelor of Science, Computer Science
State University of New York at Buffalo 2007 — 2012
Bachelor of Science in Business Administration, Finance
Microsoft August 2015 - Present
E*TRADE Financial Corporation July 2015 - August 2015
Mosaic Sales Solutions November 2010 - June 2015
Santa Clara County Office of Education July 2003 - March 2011
Great America June 2000 - August 2003
Skills
Event Planning, Social Media, Social Media Marketing, Public Speaking, Event Management, Marketing, Public Relations, Customer Service, Marketing Communications, PowerPoint, Microsoft Office, Blogging, Research, Editing, Marketing Strategy, Microsoft Excel, Sales, Market Research, Fundraising, Creative Writing, Retail, Training, Management, Facebook, Time Management, Social Networking, Teamwork
Education
San Jose State University 2003 — 2009
Bachelors, Business Administration: Marketing
Abraham Lincoln High School 1999 — 2003
E*TRADE Financial Corporation September 2015 - Present
E*TRADE Financial April 2007 - Present
Skills
10b5-1 Plans, Executive Compensation..., Executive Services, Rule 144
Education
The University of Georgia 2003 — 2006
Bachelor of Science (B.S.), Consumer Economics
Kearney & Company August 2015 - Present
Kearney & Company June 2010 - Present
E*TRADE Financial Corporation April 2014 - August 2015
Kearney & Company May 2009 - August 2009
Deloitte Touche Tohmatsu India Pvt Ltd May 2008 - August 2008
Skills
Internal Controls, Auditing, US GAAP, CPA, Financial Reporting, External Audit, FASB, Government Auditing, Government Accounting, OMB Circular A-133, Yellow Book, Single Audit, Accounts Receivable, Financial Statements, Financial Audits, Account Reconciliation, IT Audit, GAAP, Analysis, Financial Accounting, Sarbanes-Oxley Act, Internal Audit
Education
William and Mary 2006 — 2010
Bachelor of Business Administration (BBA), Accounting and Business/Management
Universitat Autònoma de Barcelona 2008 — 2008
Workday November 2014 - Present
E*TRADE Financial Corporation July 2014 - November 2014
Veeva Systems September 2013 - May 2014
San Jose State University August 2012 - May 2014
Veeva Systems June 2013 - August 2013
Resource Development Associates May 2012 - July 2012
Skills
Java, Python, Linux, C, Maven, HTML, Shell Scripting, JavaScript, Jenkins, Git, CSS, Subversion, Data Structures, Algorithms, Object Oriented Design, Sonar, Ruby, Hadoop, HBase, Databases, Academic Tutoring
Education
San Jose State University 2011 — 2014
Bachelor of Science (BS), Computer Science, 3.7
E*TRADE Financial Corporation August 2014 - Present
Thomson Reuters January 2012 - August 2014
Thomson Reuters 2008 - June 2011
Skills
Salesforce.com, Sales, Account Management, Selling, Sales Process, Business Development, New Business Development, Sales Operations, Solution Selling, Contract Negotiation, Sales Management, Intellectual Property, Lead Generation, Strategic Partnerships, Competitive Analysis, SaaS, Sales Presentations
Education
San Diego State University-California State University 1991 — 1994
Bachelor of Arts (B.A.), English Language and Literature, General
Grosse Pointe South
E*TRADE Financial January 2014 - March 2015
E*TRADE Financial Corporation February 2015 - 2015
E*TRADE Financial January 2013 - January 2014
E*TRADE Securities, LLC August 2011 - December 2012
E*TRADE Financial July 2009 - July 2011
Morgan Stanley January 2006 - February 2009
Fidelity Investments March 2005 - September 2005
Discover Financial Services 2001 - 2005
Skills
Investment Advisory, Series 7, Series 24, Series 9, Series 10, Branch Management, Series 63, Financial Services, Portfolio Management, Securities, Finance, Mutual Funds, FINRA, Investments, Uniform Combined State..., Investment Strategies, Management, Retirement Planning, Wealth Management, Asset Allocation, ETFs, Series 65, Equities, Retirement, Sales, Options, Relationship Management, Financial Planning, Financial Advisory, Fixed Income, 401k, Asset Management, Trading, Strategic Financial..., Fixed Annuities, Series 66, SEC filings, Series 31, Wholesale Operations
Education
Salt Lake Community College
University of Phoenix-Utah Campus
E*TRADE Financial Corporation April 2015 - Present
Pershing, a BNY Mellon company December 2013 - April 2015
UBS Wealth Management June 2006 - December 2013
Accenture November 2002 - June 2006
Skanska USA Building Inc. September 2001 - November 2002
Skills
Investments, Wealth Management, Financial Services, Mutual Funds, Risk Management, Chartered Retirement..., Series 7, Series 66, Retirement Plans, Data Management and..., Marketing, Business Development, Project Management, Morningstar, Asset Allocation, Investment Advisory, Strategic Financial..., Web Design, Data Mining, Pensions, Retirement Plan Fee..., IRAs, Defined Contribution, Target Date Funds, Financial Advisors, Retirement Planning, Strategy, Retirement, Financial Advisory, Series 63, Financial Planning
Education
Stevens Institute of Technology 2007 — 2010
Masters, Management of Information Systems
University of Notre Dame 1998 — 2001
BA, Finance (Minor in Computer Applications)
E*TRADE Financial Corporation August 2015 - Present
CSC January 2011 - July 2015
CSC August 2005 - December 2010
Time Life June 1991 - April 2004
Skills
Onboarding, Applicant Tracking..., HRIS, Leadership, Human Resources, Workforce Planning, Talent Acquisition, Training, Deferred Compensation, Employee Relations, Change Management, Performance Management, Taleo, Program Management, Process Improvement, Recruiting, Employee Engagement
Education
Shepherd University
BS, Business Administration and Management, General
UBS July 2012 - Present
E*TRADE Financial Corporation July 2011 - July 2012
UBS June 2007 - July 2011
Merrill Lynch October 2006 - June 2007
Merrill Lynch September 2005 - October 2006
Merrill Lynch November 2004 - September 2005
Merrill Lynch January 2004 - November 2004
CIT June 2003 - December 2003
Education
Santa Clara University - Leavey School of Business 2008 — 2011
CEP
University of Hartford
Social Sciences
E*TRADE Financial Corporation August 2015 - Present
E*TRADE Financial Corporation November 2014 - August 2015
KnowVera, LLC March 2011 - March 2014
TIAA-CREF March 2008 - April 2011
TIAA-CREF December 2006 - March 2008
Citigroup August 2005 - April 2006
Bear Stearns & Co. Inc. June 1998 - August 2005
ASI Financial Services 1996 - 1998
AON 1995 - 1997
Skills
Order Management, Execution Management..., Front Office Trading..., Trading Systems, Market Data, Bloomberg, Reuters, Reference Data, Database Design, System Architecture, Distributed Team..., Team Leadership, Team Building, Software Development, Software Project..., Software Product..., Enterprise Software, Network Engineering, Software Design, Software Engineering, Infrastructure, Relational Databases, Private Clouds, Extreme Programming, Network Programming, Artificial Intelligence, Graph Theory, Java, C++, C#, GUI Designing, VMware Infrastructure, Citrix, Windows Server, Sybase Adaptive Server, Gemfire, TimesTen, BEA, ActiveMQ, TIBCO, Niku Clarity, Microsoft SQL Server, Oracle SQL, Trading Strategies, Process Optimization, Desktop Administration, Desktop Computers, Solaris, Socket Programming, SQL
Education
State University of New York College at Fredonia 1991 — 1995
BS, Computer Science, Mathematics, Quantitative Economics
Cornwall Central High School 1987 — 1991
E*TRADE Financial Corporation 2013 - Present
Pershing, a BNY Mellon company 2007 - 2012
Pershing, a BNY Mellon company 2002 - 2007
Pershing, a BNY Mellon company 1995 - 2002
First Fidelity Bancorporation (now Wells Fargo) 1993 - 1995
Skills
Risk Management, Financial Services, Change Management, Leadership, Strategy, Financial Risk, Relationship Management, Management, Process Improvement, Portfolio Management, Securities, Equities
Education
Walden University
PhD Candidate, expected graduation 2016, School of Management and Technology: Applied Management and Decision Sciences
St. Peter's College
Master of Business Administration (M.B.A.), Dual Concentration: Management and Management Information Systems, Cumulative 3.96 GPA
St. Peter's College
Bachelor of Science (B.S.), Major: Business Management, Minor: Economics, Cumulative GPA 3.88
E*TRADE Financial Corporation April 2015 - Present
Aerotek October 2014 - April 2015
KPMG US August 2012 - September 2014
EMC Consulting February 2011 - August 2012
Citigroup Retail Bank January 2007 - February 2011
Citi January 2007 - February 2010
JPMorgan Chase October 1995 - January 2007
JPMorgan Chase February 2002 - July 2004
JP Morgan Chase January 2000 - February 2002
JP Morgan Chase January 1997 - January 2000
Skills
Consultative Selling, Banking, Retail Banking, Credit Cards, Team Building, Call Center, Selling, Call Centers, Cross-functional Team..., Requirements Analysis, Business Relationship..., Strategic Planning, Marketing Strategy, Leadership, Strategy, Credit, CRM, Vendor Management, Business Development, Risk Management, Process Improvement, Business Process..., Management, Financial Services, Relationship Management, Project Management, Analysis, Consulting, Business Analysis
Education
State University of New York College at Old Westbury
Bachelor of Applied Science (B.A.Sc.), Finance, General
E*TRADE Financial Corporation March 2000 - August 2005
Sprint February 1998 - March 2000
Worldwide Intelligence Network Services, Inc April 1996 - February 1998
Advanced Material Engineer Research, Inc January 1995 - March 1995
Skills
C#, Java, ASP.NET, MVC, WPF, Android SDK, C, C++, SQL, Visual Basic
Education
The School of the Art Institute of Chicago
Bachelor of Fine Arts (B.F.A.), Painting & Drawing
UC Berkeley
B.A., Computer Science
E*TRADE Financial Corporation May 2015 - Present
Madison Marquette April 2013 - May 2015
Madison Marquette March 2011 - November 2012
Sunrise Senior Living February 2010 - May 2011
PricewaterhouseCoopers September 2008 - June 2009
PricewaterhouseCoopers LLP September 2008 - June 2009
Caron & Bletzer June 2007 - September 2008
Skills
Adobe Acrobat, Accruals, General Ledger, Reconciliation, Balance, Fixed Assets, Reconciliations, Auditing, Financial Reporting, Accounting, Financial Analysis, Excel, Word, Audit, Accounts Payable, Budgeting, Account Reconciliation, Internal Audit, Accounts Receivable, Microsoft Office, Variance Analysis, PowerPoint, Financial Accounting, Real Estate, Analysis, Forecasting, Cash Flow, Outlook, Payroll, Internal Controls, GAAP, Financial Statements, Budgets, Sarbanes-Oxley Act
Education
University of New Hampshire 2004 — 2008
Bachelors of Business Administration with a focus in Accounting, Business and Economics
University of New Hampshire 2004 — 2008
Masters of Science, Accounting
The George Washington University 1998 — 2000
Accounting; Political Sciences
Phillips Exeter Academy 1994 — 1998
The New York Times September 2015 - Present
Frampton Co April 2015 - August 2015
E*TRADE Financial Corporation May 2014 - January 2015
Kidville October 2013 - January 2014
Windward Catalyst, Inc. October 2013 - October 2013
Random House June 2012 - August 2012
Random House July 2011 - August 2011
George P Johnson Experience Marketing June 2010 - August 2010
Ogilvy & Mather June 2010 - June 2010
Skills
Marketing, Event Planning, Social Media, Research, Management, Social Networking, Microsoft Excel, Editorial, Editing, Advertising, Publicity, Microsoft Office, Proposal Writing, Books, Social Media Marketing, Facebook, Public Relations, Creative Writing, Blogging, CRM Databases, SEO, WordPress, Mail Merge
Education
Skidmore College 2010 — 2013
Bachelor of Arts, English Literature (Major), Art History (Minor)
Greenwich Academy 2005 — 2009
High School Diploma
Canon Business Process Services July 2015 - Present
E*TRADE Financial Corporation October 2014 - June 2015
Northwestern Mutual June 2012 - January 2014
Su Nino November 2011 - January 2014
Skills
Holistic Financial..., Communication, Entrepreneurial Finance, Community Service, Retirement Savings, Education Funding, Trust Services, Wealth Management..., College Savings Plans, 403 b, IRAs, Personal Finance, Licensed Life Insurance..., Variable Products, Simple IRA, Morningstar, Strategic Financial..., Retirement Plan..., Permanent Life Insurance, Investment Strategies, Key Person Insurance, Roth IRA, Wealth Preservation..., Uniform Combined State..., Qualified Retirement..., 529 Plans, SEP IRA, Financial Planners, Wealth Accumulation..., Executive Benefit..., Saving for Education, Retirement Planning, Long Term Care Insurance, Wealth Accumulation, 401k Rollovers, Mutual Funds, Disability Insurance, Estate Planning, Charitable Gift Planning, College Education..., Traditional IRA, Life & Health Insurance..., Retirement, Buy-sell Agreements, Annuity Sales, Variable Annuities, Financial Goals, Variable Life, Registered Investment..., Wealth Management
Education
Southern Connecticut State University 2009 — 2013
Bachelor's degree in Business Administration, Finance
E*TRADE Financial Corporation May 2011 - Present
Goldman Sachs August 2007 - July 2009
Sandler O'Neill & Partners, L.P. May 2004 - August 2007
Skills
Equity Research, Investor Relations, Equities, Capital Markets, Financial Modeling, Hedge Funds, Investments, Fixed Income, Alternative Investments, Series 7, Valuation, Bloomberg, Financial Analysis, Securities
Education
Southern Methodist University 1998 — 2002
Bachelor's Degree, Finance, General
University College, Oxford 2000 — 2000
summer program, 2000
E*TRADE Financial Corporation May 2015 - Present
E*TRADE Financial August 2013 - May 2015
E*TRADE Financial October 2012 - August 2013
NAPA Auto Parts April 2011 - October 2012
Utah Athletic Foundation January 2007 - April 2011
Skills
Customer Satisfaction, Sales, Customer Service, Leadership, Time Management, Forecasting, Outlook, Series 7, Customer Retention, Team Building, Microsoft Excel, Team Leadership, Event Planning, Training, Series 63, Inventory Management, Microsoft Office, Inventory Control, Microsoft Word, PowerPoint, Marketing, Sales Management, Purchasing, Account Management, Budgets, Teamwork
Education
University of Utah - David Eccles School of Business 2011 — 2014
Bachelor of Finance, Finance, General
Salt Lake Community College 2006 — 2011
Associate of Arts and Sciences (A.A.S.), Business/Corporate Communications
E*TRADE Financial Corporation June 2014 - Present
King Penguin Properties, LLC May 2013 - August 2013
Forefront Capital Markets May 2013 - August 2013
Walls Wharf May 2011 - August 2013
RuffaloCODY January 2011 - May 2011
Education
The University of Georgia 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Locust Valley High School 2006 — 2010
E*TRADE Financial Corporation May 2014 - Present
E*TRADE Financial Corporation March 2014 - June 2014
Workforce Management April 2013 - January 2014
E*TRADE Financial Corporation October 2009 - April 2013
Fidelity Investments September 2006 - February 2009
Skills
Series 7, Series 63, Banking, Customer Service, Series 6, Excel, Customer Relations, PowerPoint, Outlook, Word, Telephone Skills, Finance, Financial Analysis, Risk Management, Securities, Mutual Funds, 401k, Marketing, Options, Cash Management, Microsoft Excel, Sales, Retirement, Leadership, Equities, Public Speaking, Management
Education
University of Utah 2003 — 2006
Bachelor of Arts, International/Global Studies
Salt Lake Community College 2002 — 2003
Associates of Arts, Business
E*TRADE Financial Corporation April 2014 - Present
Cognizant Technology Solutions April 2013 - March 2014
Cognizant Technology Solutions November 2010 - March 2013
Cognizant Technology Solutions August 2008 - November 2010
Cognizant Technology Solutions August 2007 - August 2008
Skills
Java, Spring, Spring Batch, Perl, Sybase, Oracle, XML, Maven, Tomcat, Subversion, Eclipse, Web Services, SDLC, JUnit, UML, Scrum, Core Java, Software Development, SQL, Linux, Java Enterprise Edition, OOP, Git, Log4j
Education
Sathyabama Institute of Science and Technology 2003 — 2007
Bachelor of Engineering (B.E.), Electronics and Telecommunications, Graduated with distinction (88%)
Rai School, Lodhi Road, New Delhi -110003 1989 — 2003
Science with Biology
Life Ethic, Inc June 2009 - Present
Fitness Ridge April 2014 - Present
The Biggest Loser Resorts January 2010 - December 2012
The Effective Edge June 2009 - December 2012
Cardinal Health April 2006 - May 2009
Accenture July 2005 - April 2006
Administaff September 2003 - June 2005
E*TRADE Financial Corporation March 2003 - September 2003
Charles Schwab June 1999 - August 2002
Skills
Executive Coaching, Wellness Coaching, Lifestyle Coaching, Management Consulting, Performance Consulting, Strategic Consulting, Wellness Programming, Wellness Programs, Training &..., Staff Training, Personal Training, Training Delivery, Organizational..., Organizational..., Coaching, Process Improvement, Small Business, Wellness, Training, Public Speaking, Strategy, Team Building, Leadership, Strategic Planning, Leadership Development, Management, Performance Management
Education
Texas A&M University 1994 — 1998
BS, Economics
E*TRADE Financial Corporation June 2014 - Present
Spelman College August 2010 - May 2015
Skills
Customer Service, Microsoft Office, Lotus Notes, Visio, Windows & Mac operating..., SPSS, BMC Remedy Ticketing..., LDAP, Active Directory, Genie, Cisco VoIP, Wireless Networking, Troubleshooting, Remote Troubleshooting, Network Troubleshooting, Software Troubleshooting, Computer Hardware..., Service Desk, Help Desk Support, Citrix, VDI, Exchange ActiveSync, WebEx, CTIOS, CSRs, NICE Call Recording, Oracle, Public Speaking, Microsoft Word, Event Planning, PowerPoint, Research, Microsoft Excel
Education
Spelman College 2009 — 2013
Bachelor's degree, Theatre/Theater
Oscar Dean Wyatt High School
TIAA-CREF July 2014 - Present
E*TRADE Financial Corporation November 2013 - July 2014
Fidelity Investments January 2012 - April 2013
Fidelity Investments October 2010 - January 2012
Fidelity Investments June 2007 - October 2010
Fidelity Investments October 2005 - June 2007
Skills
Advanced Public..., Training & Professional..., Curriculum Development, Gain Trust &..., Deliver Measurable..., Training Material..., Instructional Design, Sales Presentations, Salesforce.com, Project Management, Sales Process, Sales Management, Training, Investment Education
Education
The Ohio State University 2000 — 2005
Bachelor of Science (BS), Consumer Affairs
E*TRADE Financial Corporation July 2015 - Present
Midtech Software Solutions Inc. June 2014 - May 2015
Santa Clara University September 2011 - June 2014
Education
Santa Clara University 2011 — 2015
BSCSE, Computer Science and Engineering
E*TRADE Financial Corporation June 2014 - Present
E*TRADE March 2014 - June 2014
Ogilvy & Mather January 2014 - June 2014
Ogilvy & Mather April 2012 - December 2013
Ogilvy & Mather June 2011 - April 2012
Ogilvy & Mather September 2010 - August 2011
CBRE 2009 - 2009
Skills
Integrated Marketing, Brand Advertising, Branding & Identity, Advertising, Project Management, Manage Client..., Marketing Compliance, Business Process Mapping, Digital Marketing, Social Media Marketing, Account Management, Digital Media, Digital Strategy, Creative Strategy, Analytics, Interactive Marketing, CRM, Marketing, Social Media
Education
The Dalton School
The George Washington University - School of Business
BBA, International Business
Navy Federal Credit Union 2012 - Present
Navy Federal Credit Union 2010 - 2012
Navy Federal Credit Union 2009 - 2010
E*TRADE Financial Corporation 2007 - 2009
Navy Federal Credit Union 2004 - 2007
Skills
Banking, Multi-tasking, Financial Crimes..., LexisNexis, AML Compliance, AML Investigations, Record Keeping, Investigative Reporting, Auditing, Research, Risk Management
Education
Strayer University
Bachelor’s Degree, Business Administration and Management, General
E*TRADE Financial Corporation March 2015 - Present
Sunny Week LLC January 2015 - Present
Office Depot May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Financial Analysis, Portfolio Management, Microsoft Excel, PowerPoint, Investments, Access, Wealth Management, Financial Modeling, Investment Banking, Stata, Risk Management, Data Analysis, Insurance
Education
The University of Georgia 2010 — 2014
Bachelor of Business Administration (B.B.A.), Economics
Cambridge Investment Research, Inc. April 2015 - Present
E*TRADE Financial Corporation June 2014 - March 2015
Volunteer Income Tax Assistance January 2014 - April 2014
Wells Fargo September 2013 - January 2014
Papa Johns February 2011 - August 2013
Education
The University of Georgia 2007 — 2014
Bachelor of Science in Family and Consumer Sciences, Financial Planning
XXY Consulting 2009 - Present
Webspeedway 2006 - 2009
Georgia State University 2003 - 2005
ADP 2002 - 2003
E*TRADE Financial Corporation 2000 - 2002
EMC 1998 - 2000
Kawneer Company Inc. 1996 - 1998
Trecom Business Systems 1994 - 1996
Jostens Learning Corporation 1991 - 1994
Skills
MCT Server 2008, Computer Hardware, Disaster Recovery, Data Storage/Backup, Computer Hardware..., CCNA - currently in...
Education
The University of Georgia 1983 — 1987
Computer Science
SunTrust March 2015 - Present
SunTrust Robinson Humphrey July 2005 - June 2013
E*TRADE Financial Corporation 1997 - 2005
Skills
Series 7, Series 63, Capital Markets, Equities, Leadership, Public Speaking, Customer Service, Project Management, Trading, Process Improvement, Management, Program Management, Forecasting
Education
Tuskegee University 1990 — 1994
Bachelor’s Degree, Finance, General
Unicon, Inc. April 2015 - Present
Parchment Inc. November 2013 - April 2015
ETrade Financial Corporation February 2011 - March 2013
Fujitsu November 2010 - January 2011
Directly May 2010 - November 2010
Synapse Partners LLC 2009 - September 2010
Syracuse University January 2010 - April 2010
CIBER, Inc. January 2008 - June 2008
Visible Path Inc June 2006 - December 2007
iGATE March 2005 - May 2006
Skills
Java, Spring, JavaScript, AngularJS, SOA, Distributed Systems, Java Enterprise Edition, Scala, REST, Apache Spark, Design Patterns, Lisp, SOAP, Haskell, jQuery, Web Services, MongoDB, JUnit, Cucumber, Groovy, Grails, Agile Methodologies, Integration, Scalability, Maven, Subversion, Hibernate, Hadoop, Shell Scripting, JSP, Struts, Tomcat, R, Spring Framework
Education
Syracuse University 2008 — 2010
Master of Science (MS), Computer Science
Utkal University 1996 — 2000
Bachelor of Engineering (BE), Computer Science
Morgan Stanley October 2006 - Present
E*TRADE Financial Corporation December 2005 - October 2008
HarrisDirect (BMO Financial Group) November 2004 - December 2005
Alliance Capital Management (Alliance Bernstein Global) May 2002 - October 2004
Alliance Capital Management (Alliance Bernstein Global) January 2000 - May 2000
Skills
ACATS, Management, Investments, Financial Analysis, Risk Management, Business Analysis, Microsoft Office, Customer Service, Project Management, Leadership, DTC, Rumba, FINRA, SEC, Accounting, Asset Management, Banking, Corporate Finance, Customer Support, Finance, Financial Services, Wealth Management, Team Leadership, Call Centers
Education
Seton Hall University 1994 — 1999
Bachelor of Science (B.S.)
Seton Hall University 1994 — 1999
Bachelor's degree
WebEx November 2012 - July 2014
WebEx 2010 - January 2013
Cisco WebEx July 2008 - October 2012
Cisco WebEx October 2006 - October 2012
WebEx Communications August 2006 - August 2007
E*Trade Financial October 2005 - August 2006
E*TRADE Financial Corporation August 2005 - October 2005
Hanson McClain Securities America August 2003 - August 2005
Skills
Cisco, Troubleshooting, SaaS, Cloud Computing, Unified Communications, WebEx, Video Conferencing, Mobile Devices, Product Management, Call Center, VoIP, Virtualization, User Experience, Operating Systems, Call Centers, Cisco Technologies, Management, Technical Support, Training, Strategic Communications
Education
Securities Training Corporation, USA (STCUSA) 2005 — 2005
Securities Training Corporation, USA (STCUSA) 2005 — 2005
Sierra College 2000 — 2001
E*TRADE Financial Corporation September 2015 - Present
Deutsche Bank September 2011 - September 2015
Deutsche Bank June 2007 - September 2011
Deutsche Bank March 2003 - May 2007
Cybuy.com January 2000 - December 2001
AOL/Moviefone October 1998 - October 1999
CheckFree Investment Services January 1996 - September 1998
EMERGING MARKETS TRADERS ASSOCIATION, INC. September 1994 - December 1995
US Trust 1990 - 1994
Skills
Strategy, Back Office, Fixed Income, Trading Systems, Equities, Relationship Management, Recruiting, Human Resources, Lean Transformation, Employment Law, Change Management, Start-ups, Team Building, Strategic Planning, Process Improvement, Strategic Partnerships, Organizational..., Vendor Management, Organizational Design, Training, Prime Brokerage
Education
St. Peter's College 1993 — 2000
Bachelors
high school
E*TRADE Financial Corporation February 2015 - Present
Bruck Yuh Waist Sound Crew March 1995 - Present
Weichert Financial Services April 2012 - February 2015
Pershing September 2005 - August 2009
Skills
Recruiting, Talent Acquisition, Employee Relations, Human Resources, Screening, Management, Technical Recruiting, Interviews, Customer Service, Training, Internet Recruiting, Applicant Tracking..., Team Building, Sales, Sourcing, Coaching, Leadership, Onboarding, College Recruiting, Talent Management, Social Networking, Corporate Recruiting, Business Development, Cold Calling, Employee Training, Taleo, Hiring, CRM, Employee Benefits
Education
Saint Peter's University 2006 — 2010
Bachelors, Business Administration, Criminal Justice
Aramark September 2011 - September 2013
Sodexo August 2010 - September 2011
Sodexo January 2007 - August 2010
E*TRADE Financial Corporation January 2003 - January 2007
Skills
Inventory Management, Project Management, Sales, Account Management, Profit, Store Management, Retail, Sales Management, Safety Management..., Food & Beverage, Food Safety, Food Industry, Event Planning, Event Management, Events Coordination, Special Events, Vendor Relationship..., Vendor Relations, Finance, Financial Analysis, Labor Control, Employee Relations, Employee Training, Employee Engagement, Hospitality, Higher Education, Catering, EMS, Sales Operations, Sales Process, Spanish, Spanish Translation, English to Spanish, Investments, Team Motivation, Sales Motivation, Performance Motivation, Program Management
Education
The George Washington University 1998 — 2002
Psychology
Advanced Commercial Finance LLC January 2012 - Present
HCE LLC 2004 - Present
TransLand Financial Services April 2001 - October 2004
E*TRADE Financial Corporation December 2000 - May 2001
American General Life Companies is now part of the AIG Family! 1998 - 2000
Skills
Real Estate, Commercial Lending, Commercial Mortgages, Loans, Credit Analysis, Credit, Real Estate Economics, Investments, Banking, Investment Properties, Valuation, Real Estate Transactions
Education
Tennessee State University 1986 — 1991
Bachelor of Science (BS), Political Science / Pre-Law
Wells Fargo Advisors July 2014 - Present
E*TRADE Financial Corporation December 2011 - February 2014
Discover Financial Services October 2005 - October 2012
etr December 2011 - June 2012
olive tree lending 2007 - 2008
Skills
Direct Marketing, Account Management, Insurance, Team Leadership, Financial Analysis, Sales Management, Microsoft Excel, Competitive Analysis, Financial Modeling, Microsoft Office, PowerPoint, Lead Generation, Marketing, Marketing Strategy, Social Media Marketing, Strategic Planning, Business Strategy, Valuation, Social Media, Investments, Market Research, Start-ups
Education
University of Utah 2009 — 2011
Bachelor of Science (B.S.), Finance
Salt Lake Community College 2006 — 2009
Associate's degree, General Studies
E*TRADE Financial Corporation January 2015 - Present
E*TRADE Financial July 2013 - December 2014
Smoking Totally Not Cool April 2012 - January 2014
Brown Harris Stevens May 2013 - July 2013
GrowthLeaders January 2013 - May 2013
Columbia University August 2011 - May 2013
Columbia University July 2012 - August 2012
Chilly Jilly April 2011 - August 2011
University of Maryland August 2008 - August 2010
Skills
Onboarding, HRIS, Organizational..., Recruiting, Leadership Development, Interviews, SPSS, Human Resources, Data Analysis, Leadership, Training, Management, Succession Planning
Education
Columbia University Teachers College 2011 — 2013
Masters, Industrial and Organizational Psychology
University of Maryland College Park 2007 — 2010
Bachelor of Arts (B.A.), Psychology
E*TRADE Financial Corporation November 2008 - Present
Skills
Investments, Financial Services, Equities, Portfolio Management, Mutual Funds, Series 7, Banking, Finance, Wealth Management
Education
Salt Lake Community College 2003 — 2007
Associate of Science (A.S.), Math/Chemistry
E*TRADE Financial Corporation May 2015 - Present
Google September 2012 - April 2015
Motorola February 2011 - August 2012
Fidelity Investments August 2007 - January 2011
Fidelity Investments December 2006 - August 2007
Fidelity Investments December 2005 - November 2006
Fidelity Investments October 2004 - November 2005
Skills
Investments, Equities, Management, Mergers & Acquisitions, Risk Management, Trading, Process Improvement, Business Planning, Customer Service, Project Planning, Mutual Funds, Finance, Sales, Financial Analysis, Leadership, Financial Services
Education
Santa Clara University 2006 — 2008
CEP
Xavier University 2006 — 2008
Masters, Business Administration
University of Dayton 2000 — 2004
Bachelor of Science, Business Administration; Marketing
Alter High School
Alter High School
Barclays Investment Bank April 2015 - Present
E*TRADE Financial Corporation January 2014 - April 2015
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Research, Social Media, Accounting, Windows, Financial Modeling
Education
The College of New Jersey 2009 — 2013
Bachelor of Science (B.S.), Finance, General
University of Economics in Prague 2012 — 2012
E*TRADE Financial Corporation July 2014 - Present
E*TRADE Corporate Services June 2013 - July 2014
E*TRADE Financial February 2011 - June 2013
E*TRADE Financial June 2009 - February 2011
E*TRADE Financial January 2008 - June 2009
Skills
Series 7, Series 63, CEP, Licensing, Mutual Funds, Stocks, Investments, Asset Allocation, Executive Pay, Presenter
Education
Embry-Riddle Aeronautical University 2001 — 2003
B.S. Aerospace Studies, Business, Psychology, and Aeronautical Science, 3.5
Santa Clara University - Leavey School of Business 2008 — 2009
Certified Equity Professional, Securities Law, Accounting, Taxation, Administration
E*Trade Financial September 2005 - Present
E*TRADE Financial Corporation September 2005 - Present
Etrade Financial 2005 - Present
NEGT July 1999 - August 2005
Skills
Disaster Recovery, Vendor Management, Trading Systems, Technical Support, MOE
Education
Texas Southern University 1977 — 1980
E*TRADE Financial Corporation August 2015 - Present
E*TRADE Financial September 2013 - August 2015
Mercury Payment Systems June 2012 - August 2012
Carry the Load January 2012 - May 2012
University of Georgia Food Service August 2011 - December 2011
University of Georgia August 2009 - May 2010
University of Georgia August 2009 - May 2010
Kroger December 2007 - September 2008
Skills
Microsoft Office, Customer Service, Data Analysis, PowerPoint, Microsoft Excel, Foreign Language..., Social Networking, Access, Computer Proficient, Logistics, Event Planning, Research, Facebook, Social Media
Education
The University of Georgia 2009 — 2013
Bachelor of Business Administration, Business Administration; Banking and Finance, International Business, Risk Management
E*TRADE Financial Corporation July 2015 - Present
Palmer & Cay June 2014 - August 2014
Buckhead Wealth Management May 2013 - August 2013
Atlanta Braves May 2012 - August 2012
Skills
Financial Analysis, Finance, Microsoft Excel, Microsoft Office, Microsoft Word
Education
The University of Georgia 2011 — 2015
Bachelor’s Degree, Finance, General
Loop Rides LLC January 2014 - Present
BlockCross Holdings LLC March 2011 - August 2014
ICAP August 2009 - March 2011
E*TRADE Financial Corporation October 2006 - October 2009
Skills
Trading, Bloomberg, Derivatives, Selling, Salesforce.com, Social Media Marketing, Account Management, Investments, Series 7, Online Marketing, Management, Advertising, Strategy, Marketing, Social Media, Marketing Strategy, Strategic Planning, Business Development, Marketing Communications, Digital Media, Digital Marketing, Sales
Education
The University of Connecticut School of Business 2002 — 2006
Bachelor of Science (BS), Finance, General
Greenwich High School 1998 — 2002
E*TRADE Financial Corporation August 2014 - Present
E*TRADE Financial January 2013 - August 2014
E*TRADE Financial January 2011 - January 2013
CliftonLarsonAllen December 2009 - January 2011
Drescher & Malecki April 2008 - October 2009
KPMG LLP September 2006 - March 2008
Computer Task Group 2004 - 2006
University at Buffalo 2002 - 2004
Skills
Internal Controls, Auditing, Financial Reporting, Data Extraction, CPA, Sarbanes-Oxley Act, Account Reconciliation, SEC filings, Accounting, Finance, Budgets, Financial Statements, Internal Audit, Access, PeopleSoft, Strategic Financial..., Financial Audits, External Audit, Mergers & Acquisitions, Analysis
Education
University at Buffalo 2001 — 2005
Bachelors of Science, Accounting and Finance
Apple June 2015 - Present
E*TRADE Financial Corporation March 2014 - June 2015
Kotis Design August 2013 - March 2014
ATR International November 2012 - May 2013
ATR International July 2012 - November 2012
Girl Scouts of Northern California January 2012 - July 2012
San Pedro Square Market January 2012 - May 2012
Skills
Microsoft Word, Microsoft Excel, Cold Calling, Event Planning, Customer Service, Sales, Client Prospecting, Branding Initiatives, New Client Acquisitions, Teamwork, Multi Tasking, Organization, Screening, Interviewing Skills, Highly detail oriented, Human Resources, Interviews, Management, Marketing, Microsoft Office, PowerPoint, Recruiting, Social Media, Social Networking, Time Management
Education
San Jose State University 2006 — 2011
Bachelors Degree, Business Administration; Concentration in Marketing; Minor in Advertising
San Jose High Academy
E*TRADE Financial Corporation May 2014 - Present
Accountworx, LLC January 2009 - Present
A+E Networks February 2012 - November 2013
A&E Television Networks January 2008 - February 2012
HBO June 1998 - November 2007
HBO 1998 - 2007
NBA June 1994 - 1998
Skills
Accounting, Finance, Financial Reporting, Financial Analysis, Strategic Financial..., Forecasting, Budgets, Sarbanes-Oxley Act, Analysis, Microsoft Excel, Financial Planning, Microsoft Office, Management, Accounts Receivable, Account Reconciliation, Leadership, Account Management, QuickBooks, Accounts Payable, Business Analysis, Process Improvement, Operations Management, Team Building, Team Leadership, General Ledger, Tax, Corporate Finance, PowerPoint, Cash Flow, Financial Modeling, Non-profits, Customer Service, Strategic Planning, GAAP, Financial Accounting, Variance Analysis, Managerial Finance, Invoicing, Competitive Analysis, Executive Management, Business Planning, Microsoft Word, Essbase, SAP, Amort, Hyperion Enterprise, Executive Reporting, Cost Model Development, Performance Dashboards
Education
Seton Hall University 1988 — 1993
BS, Accounting
PBF Energy June 2015 - Present
E*TRADE Financial Corporation May 2014 - May 2015
AIG 2013 - March 2014
Model N October 2012 - March 2013
KPMG June 2012 - September 2012
SunTrust Bank December 2011 - May 2012
Ostermann and Co. September 2010 - March 2011
Churchill Consulting Engineers February 2010 - April 2010
Verizon Business January 2008 - April 2009
UCA Services--Reuters August 2005 - December 2007
Skills
Business Analysis, Account Management, Call Center, Recruiting, Data Center, Help Desk Support, Service Delivery..., Vendor Management, Project Management, Telecommunications, Managed Services, CRM, Program Management, New Business Development, Contract Negotiation, Product Management, Strategic Planning, Security, Business Development, Business Strategy, Client-focused, HP Quality Center, SD Tracker, MS Access, Consulting, Analytics, Business Modeling, SDLC, Outsourcing, Enterprise Software, Pre-sales, Call Centers, Cross-functional Team..., Strategy, SharePoint, Requirements Gathering, PMO, Access
Education
Institute of International 2007 — 2007
Post Graduate Certificate, Information Technology
Seton Hall 1999 — 2001
Master of Science, International Business
Seton Hall University 1999 — 2001
M. S., International Business
Rutgers 1991 — 1993
Bachelors of Science, Marketing
The University of Kansas
E*TRADE Financial Corporation April 2015 - Present
Roosters Men's Grooming Centers of Cincinnati and Dayton 2010 - Present
Western & Southern Financial Group May 2014 - April 2015
Fidelity Investments 2008 - 2010
Fidelity Investments 2004 - 2008
Fidelity Investments 2002 - 2003
Fidelity Premium Services 2001 - 2002
Southwest Investor Centers January 1999 - January 2000
Fidelity Investments January 1998 - January 1999
Fidelity Investments January 1993 - January 1998
Skills
Sales Management, Operations Management, Risk Management, Compliance, Business Planning, People Management, Customer Relations, Management, Customer Service, Strategy, Product Management, Budgets, Contract Negotiation, Strategic Planning, Business Strategy, Start-ups, Product Development, Program Management, Vendor Management, Project Planning, Competitive Analysis, Marketing Strategy, Sales, Team Building, Change Management, Finance, Project Management, Team Leadership, Training, CRM, Marketing, Organizational..., Cross-functional Team...
Education
Securities Industry Institute, Wharton Business School 1999 — 2001
The University of Texas at Arlington 1980 — 1985
BBA, Marketing
Facebook March 2015 - Present
E*TRADE Financial Corporation September 2014 - March 2015
Intuitive Surgical October 2013 - May 2014
Google June 2013 - September 2013
Infoblox January 2013 - April 2013
Google November 2012 - January 2013
Cisco Systems, Inc. September 2011 - September 2012
PowerPoint to Web May 2011 - October 2011
Astreya Partners January 2011 - April 2011
3g Selling September 2010 - November 2010
Skills
Captivate, Instructional Design, E-Learning, Dreamweaver, Training, Instructor-led Training, Camtasia, Flash, Illustrator, Learning Management..., Photoshop, Program Management, Needs Analysis, Technical Training, Project Management, Content Development, CMS, Instructional Technology, Leadership Development, Testing, SCORM, Storyboarding, Software Documentation, Management, Curriculum Design, Training Delivery, Adult Education, Blended Learning, JavaScript, Workshop Facilitation, Learning Management
Education
San Francisco State University 1982 — 1984
BA, Film
Center for Electronic Arts, San Francisco,CA
Flash and Animation
Gap Inc. January 2015 - Present
E*TRADE Financial Corporation July 2014 - January 2015
IBM January 2013 - May 2014
Skills
Java, C, C++, PHP, XML, SQL, Agile Methodologies, Git, REST, Gradle, Spring Framework, MVC, HTML, CSS
Education
San Jose State University 2008 — 2014
Bachelor of Science (B.S.), Computer Science
AT&T April 2015 - Present
Ladeki Restaurant Group May 2013 - 2014
Rogue Restaurants Inc. April 2012 - April 2013
Burger Lounge August 2011 - April 2012
DoubleTree by Hilton July 2008 - August 2011
E*TRADE Financial Corporation January 2006 - July 2006
Skills
Restaurants, Food & Beverage, Restaurant Management, Customer Service, Menu Development, Hospitality, Banquets, Time Management, Training, Food, Culinary Skills, Resorts, Customer Satisfaction, Event Management, Marketing, Event Planning, Operations Management
Education
University of California, Riverside 2009 — 2011
B.A., Economics, Administration Studies
Sierra College
Associate's of Science, Business Administration
E*TRADE Financial Corporation March 2014 - Present
AutoZone October 2011 - March 2014
AutoZone May 2011 - October 2011
Skills
SQL, Java, C#, JavaScript, UML, HTML, CSS, Eclipse, Spring, Groovy, JBOSS, Tortoise SVN, Tomcat, Apache, Ant, Maven, Linux
Education
The University of Memphis 2012 — 2013
Master of Business Administration (M.B.A.), Management Information Systems, General, 4
University of Florida 2010 — 2011
Information Systems & Operations Management, 3.95
Wuhan University 2006 — 2010
Bachelor's Degree, Applied mathematics
E*TRADE Financial Corporation
Skills
SRS 4, SRS 7, SRS 24, SRS 63, SRS 66
Education
The University of Georgia 1981 — 1983
Bachelor's Degree, Business Administration (Finance)
Hay Group April 2015 - Present
Lead Forensics August 2014 - April 2015
Lead Forensics July 2014 - April 2015
Lead Forensics April 2014 - April 2015
E*TRADE Financial Corporation June 2013 - May 2014
Ty J Young Inc, Wealth Management June 2012 - December 2012
The Home Depot May 2008 - August 2009
Atlanta Journal-Constitution October 2007 - December 2008
Skills
Sales, Social Networking, Business Development, Social Media, Research, Customer Service, Networking, Finance, Marketing, Fundraising, Entrepreneurship, Management, Event Planning, Lead Generation, New Business Development, Leadership, Training, Sales Process
Education
The University of Georgia 2009 — 2011
Bachelors, Religion/Religious Studies
The University of Georgia 2008 — 2011
Bachelors, International Affairs
Lassiter High School 2003 — 2007
Bloomberg BNA May 2015 - July 2015
Federal Trade Commission January 2015 - April 2015
E*TRADE Financial Corporation June 2014 - August 2014
Federal Communications Commission May 2014 - August 2014
Opening Doors, Inc. February 2013 - June 2013
University of California, Berkeley January 2010 - May 2013
Wilson Sonsini Goodrich and Rosati July 2011 - January 2013
University of California, Berkeley (Investigative Reporting Program) January 2011 - May 2011
University of California, Berkeley (Berkeley International Office) April 2010 - May 2011
Kerosky Purves & Bogue May 2010 - August 2010
Education
The George Washington University Law School 2013 — 2016
Juris Doctor (JD), Law
University of California, Berkeley 2009 — 2011
B.A., Political Economy, Public Policy
E*TRADE Financial August 2013 - Present
E*TRADE Financial Corporation August 2011 - August 2013
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Trading, Microsoft Office, Derivatives, Risk Management, Microsoft Word, Investments, Finance, Financial Risk, Sales, FINRA, Agriculture, Customer Service, Marketing, Research, Equities
Education
2016 Level II Candidate in the CFA Program 2015 — 2016
State University of New York at Albany 2007 — 2011
Bachelor of Science (B.S.), Economics, Business Administration
Slalom Consulting June 2015 - Present
Yahoo! December 2011 - February 2015
E*TRADE Financial June 2009 - November 2011
E*TRADE Financial Corporation September 2005 - June 2009
Rainmaker Systems May 2004 - September 2005
Info-One January 2003 - August 2003
Reuters June 2001 - December 2002
Cambridge Technology Partners June 1999 - June 2001
Barra September 1998 - June 1999
Skills
Product Management, Requirements Analysis, Analytics, Product Development, Cross-functional Team..., Management, Agile Methodologies, User Experience, CRM, Business Analysis, Product Marketing, Team Management, Business Intelligence, Vendor Management, Testing, UML, Team Building, Project Planning, Online Advertising, Software Development, Start-ups, Strategy, Consulting, Leadership, Software Project..., Financial Services
Education
Santa Clara University 2003 — 2006
MBA
Santa Clara University 1991 — 1995
BS, Decision and Information Sciences
Neudesic Media Group February 2008 - Present
Merrill Lynch 2006 - 2008
E*TRADE Financial Corporation 2004 - 2006
Bargain Network 2002 - 2004
CallWave 1999 - 2001
Century Direct Marketing 1996 - 1999
Skills
Online Advertising, Sales Management, Lead Generation, Marketing, Leadership, Advertising Sales, Strategic Partnerships, Direct Marketing, Strategic Planning, Social Media, Negotiation, Start-ups, Ad Networks, Team Leadership, Management, Marketing Management, Customer Acquisition, Relationship Management, Digital Marketing, Digital Media, Analytics, Website Monetization, Email Marketing, B2B, Sales Training, PPC, IT Marketing, Developer Marketing, Google Analytics, Google Adwords, Media Buying, Display Advertising, Call Center Management, Digital Strategy, Team Management, Behavioral Targeting, Brand Awareness, Marketing Strategy, B2B Marketing
Education
San Francisco State University
BA, Communication
E*TRADE Financial Corporation July 2015 - Present
GE Global Research, SW Center of Excellence May 2013 - July 2015
ETRADE Financial October 2009 - May 2013
ETRADE Financial, Menlo Park, CA. October 1998 - December 2007
Bank of America Systems Engineering, Concord, CA. March 1991 - October 1998
NASA Ames Research Center, Moffet Field, CA. November 1989 - August 1991
University of the South Pacific, Suva, FIJI February 1984 - January 1987
EDP Services, Govt. Computing Center, Suva, FIJI August 1980 - February 1984
National Weather Service, Fiji January 1978 - June 1980
Skills
Distributed Systems, Software Engineering, Business Analysis, Software Project..., Cross-functional Team..., SOA, Software Development, Perl, Unix, Requirements Analysis, Enterprise Architecture, Java, Technology Integration, Scientific Computing, Sybase, JIRA and Scrum board..., Agile Methodologies, Integration, SDLC, Scrum
Education
University of California, Berkeley 1995 — 1997
Grad. Cert. EECS, Telecommunications Eng. and Network Management
San Jose State University 1987 — 1987
MS (not completed), Meteorology, with a focus on Planetary Boundary Layer modeling
University of Auckland 1974 — 1977
BSc., Physics
E*TRADE Financial Corporation April 2015 - Present
Merrill Edge January 2011 - April 2015
Merrill Lynch February 2009 - December 2010
Merrill Lynch January 2007 - January 2009
Merrill Lynch September 2004 - January 2007
Complex Systems Inc. - BankTrade June 2002 - August 2004
Skills
Financial Services, Bloomberg, Investment Banking, Product Management, Financial Modeling, Strategy, Valuation, Investments
Education
The Johns Hopkins University
E*TRADE Financial Corporation May 2015 - Present
Novus Partners, Inc. May 2014 - May 2015
Novus Partners December 2012 - May 2014
Novus Partners June 2012 - December 2012
New Mountain Innovations September 2010 - April 2012
Venice Family Clinics December 2010 - September 2011
Children's Hospital Los Angeles CHLA January 2010 - September 2011
AeroVironment June 2009 - August 2009
ManTech June 2008 - August 2008
Trinity College, Hartford May 2007 - August 2007
Skills
Sketch, JavaScript, Axure RP, CSS, HTML 5, svg, Node.js, User Experience, User Research, Photoshop, Illustrator, jQuery, Python, Software Development, Object Oriented Design, Firmware, Linux, HTML, Software Design, Electronics Hardware..., Eagle PCB, PCB design, Microsoft Excel, D3, PCB layout design, Git, Agile Methodologies, Design, Responsive Web Design, Web Application Design, Interaction Design, HTML5
Education
University of Southern California 2007 — 2009
BS, Electrical Engineering
Trinity College-Hartford 2005 — 2007
Northfield Mount Hermon
Northfield Mount Hermon
Northfield Mount Hermon School
E*TRADE Financial Corporation May 2015 - Present
Global Shares June 2013 - Present
American Stock Transfer & Trust Company, LLC April 2006 - August 2010
BNY Mellon August 2000 - April 2006
Merrill Lynch June 1994 - August 2000
Skills
Securities, Equities, Financial Services, Account Management, Relationship Management, Risk Management, Mutual Funds, Management, CRM, Series 63, Series 7, Vendor Management
Education
Salisbury State University 1990 — 1994
Bachelor of Science (BS), Finance and Financial Management Services
Inquire for availability May 2015 - Present
Infusion November 2014 - May 2015
AKQA March 2014 - November 2014
Wunderman/Y&R 2010 - March 2014
E*TRADE Financial Corporation 2009 - 2010
BBDO NY 2007 - 2009
Ogilvy 2005 - 2007
Mad Dogs & Englishmen September 2004 - June 2005
Skills
Art Direction, Concept Development, Interactive Advertising, User Experience, Graphic Design, Product Development, Creative Direction, Advertising, Animation, Art, Interactive Marketing, Product Design, Interaction Design, Creative Strategy, Digital Strategy
Education
Syracuse University
BFA, Computer Graphics
Bank of America September 2014 - Present
E*TRADE Financial Corporation May 2014 - September 2014
E*TRADE Financial July 2013 - May 2014
Consumer Financial Protection Bureau January 2011 - July 2013
U.S. Department of the Treasury August 2009 - January 2011
Citigroup July 2007 - August 2009
Citigroup June 2005 - July 2007
Citi October 2003 - May 2005
Skills
Banking, Compliance, Policy, Policy Analysis, Internal Controls, Loans, Mortgage Lending, Risk Management, Operational Risk..., Financial Regulation, Change Management, Operational Risk, Legal Research, Banking Law, Financial Institutions, Consumer Lending, Mortgage Servicing, Retail Banking, Regulatory Analysis, Finance, Financial Risk, Legal Writing, Auditing, Internal Audit, Litigation, Analysis, Public Policy, Fraud
Education
University of Baltimore School of Law
Juris Doctor, Business Law
Towson University
B.S, Mass Communication
E*TRADE Financial Corporation September 2013 - Present
Citi July 2004 - September 2013
Morgan Stanley Smith Barney December 2008 - October 2011
Morgan Stanley Smith Barney 2004 - October 2011
Citigroup 2004 - March 2006
Skills
Series 63, Wealth Management, Fixed Income, Equities, Mutual Funds, Uniform Combined State..., Portfolio Management, Securities, Banking, Asset Allocation, Product Management, Problem Solving, Building Relationships, Business Process..., Business Analysis, Relationship Management
Education
Stony Brook University 1994 — 1999
The Wall Street Journal Dow Jones CHI Hogarth January 2015 - Present
Metive January 2003 - Present
Saatchi & Saatchi 2012 - 2012
Draft FCB 2009 - 2012
Purchase College 2009 - 2011
E*TRADE Financial Corporation 2005 - 2009
TMP Worldwide 2001 - 2003
Digital Day 1999 - 2001
Skills
Creative Direction, Interaction Design, InDesign, Photography, Digital Strategy, Motion Graphics, Visual Communication, Film, Art Direction, Graphic Design, Typography, Adobe Creative Suite, Logo Design, Corporate Identity, Web Design, Photoshop, HTML 5, Illustration, Graphics, Concept Development, Art, User Interface Design
Education
School of Visual Arts 2003 — 2005
MFA, Design
The University of Akron 1993 — 1997
BFA, Design
E*TRADE Financial Corporation July 2015 - Present
E*TRADE Financial Corporation June 2014 - July 2015
Wells Real Estate Funds/Columbia Property Trust July 2012 - June 2013
Wells Real Estate Funds February 2004 - July 2012
Northern Trust Retirement Consulting 1999 - 2004
Skills
Real Estate, Portfolio Management, Leases, Investments, Financial Services, Asset Managment, Commercial Real Estate, Financial Analysis, Management, Alternative Investments, Lease Administration, Securities, Series 63, Valuation, Due Diligence, Sales, Financial Advisory, Disposition, Asset Management, Series 7, Mutual Funds, Wealth Management, Relationship Management, FINRA, Retirement Planning, Equities, Retirement, Leadership
Education
The University of Georgia 1994 — 1998
Bachelor of Arts (BA), History
McIntosh High School 1991 — 1994
E*TRADE Financial Corporation May 2014 - Present
E*TRADE Financial May 2012 - May 2014
Computershare January 2012 - April 2012
The Bank of New York Mellon April 2008 - April 2012
The Bank of New York Mellon September 2005 - April 2008
BNY Mellon 2001 - 2007
Skills
Securities, Project Management, Coaching, Financial Services, Training, Call Centers, Analysis, Banking, Business Planning, Business Process, Corporate Actions, Databases, Equities, Investments, Leadership, Management, Mutual Funds, Risk Management, Series 7, Series 63, Vendor Management
Education
Berkeley College
Santa Clara University
Certified Equity Professional
E*TRADE Financial Corporation January 2008 - Present
E*TRADE Financial January 2006 - December 2007
Skills
FHA, Mortgage Lending, Residential Mortgages, Loan Origination, Mortgage Banking, Credit, Loans, Refinance, VA loans, Real Estate Transactions, Referrals, Investors, Marketing, Foreclosures, FHA financing, Real Estate, Finance, First Time Home Buyers, Investments, Investment Properties
Education
Stetson University 1969 — 1971
E*TRADE Financial Corporation November 2014 - Present
E*TRADE Financial March 2013 - November 2014
Standard & Poor's January 2011 - March 2013
Freddie Mac January 2009 - January 2011
Skills
MBS, Fixed Income, Derivatives, Econometrics, Financial Modeling, Volatility Modeling, R, Matlab, SQL, Statistical Data..., Structured Finance, Financial Analysis, Data Analysis, Valuation, Portfolio Management, Volatility
Education
The Johns Hopkins University 2009 — 2012
Masters, Applied Economics
Virginia Polytechnic Institute and State University 2006 — 2008
BS, Applied Mathematics, Minor:Economics
24 Hour Fitness June 2015 - Present
24 Hour Fitness June 2015 - Present
E*TRADE Financial Corporation October 2014 - June 2015
Town Sports International March 2005 - September 2014
Equity Now September 2003 - December 2004
Skills
Strategic Planning, Customer Service, Leadership, Management, Coaching, Strategy, Team Building
Education
Syracuse University
BS Biochemistry; BA Economics, Biochemistry; Economics, 3.4
E*TRADE Financial Corporation November 2014 - Present
DrFirst, Inc. April 2014 - November 2014
Oracle February 2008 - June 2013
Symantec September 2006 - January 2008
Cognizant Technology Solutions January 2005 - September 2006
CDAC October 2003 - January 2005
Skills
Core Java, Data Structures, C++, C, Perl, Distributed Systems, Test Automation, Shell Scripting, SQL, Microsoft SQL Server, C#, ClearCase, Agile Methodolgy, Visual C++, C/C++ STL, Design Patterns, Siebel, Oracle, SDLC, Pearl, Unix, Linux, MFC, Java Scripts, XML, vManaged C++, Object Oriented Design, Factory, Decorator and..., Algorithm Design, Oracle Database, Test Automation..., Clear-case, CVS, Git, Debugging, Code Review, Agile Methodologies, Scrum, JMeter
Education
Shivaji University 1999 — 2003
Bachelor's Degree, Computer Engineering, Distinction
E*TRADE Financial Corporation June 2015 - Present
U.S. Securities and Exchange Commission January 2015 - April 2015
Woodberry Kitchen Restaurant Group June 2014 - August 2014
Union Square Hospitality Group - Maialino Restaurant April 2012 - June 2013
T Rowe Price March 2011 - February 2012
T. Rowe Price November 2009 - February 2011
Education
Trinity College-Hartford 2005 — 2009
mcdonogh
mcdonogh
mcdonogh
E*TRADE Financial Corporation June 2015 - Present
E*TRADE Financial May 2011 - Present
E*Trade Financial Corporation July 2009 - May 2011
Enterprise Rent-A-Car February 2009 - July 2009
Enterprise Rent-A-Car December 2007 - February 2009
Citi Group June 2007 - December 2007
Skills
Series 7, Series 63, Sales, Investments
Education
State University of New York College at Buffalo 2003 — 2007
Bachelors, Economics, Finance
E*TRADE Financial Corporation April 2015 - Present
Fidelity Investments-National Financial Services December 2008 - March 2015
Barclays Capital September 2008 - December 2008
Lehman Brothers September 1996 - September 2008
Sanwa 1988 - 1996
Skills
Funding-Long Term,..., Liquidity, Funding, Bloomberg, Liquidity Management, Money Market, Banking Relationships, Banking, Structured Finance, FX Options, Cash Management, 15c3 Portfolio..., Treasury, Fixed Income, Capital Markets, Derivatives, Treasury Management, Bonds, Equities
Education
University at Albany, SUNY 1984 — 1988
BA, Econommics
Clarendon Partners, LLC April 2014 - Present
E*TRADE Financial Corporation July 2013 - April 2014
Capital One Financial August 2012 - July 2013
Freddie Mac April 2012 - August 2012
JPMorgan Chase September 2009 - March 2012
Scientific Forming Technologies Corporation January 2008 - September 2009
Skills
SAS, Monte Carlo Simulation, Analytics, Data Mining, Optimization, Statistical Modeling, SQL, Predictive Analytics, Marketing Research, Quantitative Analytics, Matlab, Strategy, Logistic Regression, Predictive Modeling, Cluster Analysis, SPSS, Enterprise Risk..., Credit Risk, Segmentation, Unix, Linux, VBA, SAS Base/Enterprise..., CART, Random Forest, C & C++, Neural Network, Quantitative Analysis, Business Object, Linear Programming, Markov Chains, Mortgage, AutoCAD, Unigraphics, Python, DB2, Oracle, Fraud modeling, Anti Money Laundering, Time Series Analysis, R
Education
The Ohio State University 2004 — 2007
MS, Mechanical Engineering
Tongji University 1997 — 2004
MS/BS, Engineering Mechanics
E*TRADE Financial Corporation May 2015 - Present
Susquehanna International Group, LLP (SIG) February 2014 - January 2015
E*TRADE Financial February 2013 - February 2014
E*TRADE Financial Corporation April 2008 - February 2013
Sentinel Management Group, Inc January 2006 - September 2007
Financial Industry Regulatory Authority (FINRA) December 2000 - January 2006
Merrill Lynch May 2000 - December 2000
Skills
Securities, Series 7, FINRA, Series 24, Equities, Series 63, AML, Mutual Funds, Fixed Income, Trading, Options, Capital Markets, Investments, Investment Advisory, Hedge Funds, Financial Markets, Risk Management, Equity Trading, Financial Risk, Asset Management
Education
The University of Kansas
BS, Business
E*TRADE Financial Corporation November 2014 - Present
E*TRADE Financial January 2012 - November 2014
BNY Mellon February 2007 - December 2011
Volt August 2001 - February 2007
Leafstone Staffing January 2000 - July 2001
Skills
Call Centers, Deferred Compensation, Performance Management, Recruiting, Human Resources, New Hire Orientations, Interviews, Training, HRIS, Employee Relations, Onboarding, Personnel Management, Payroll, Employee Benefits, Talent Acquisition, Financial Services, Management, HR Policies, Vendor Management
Education
The University of Texas at Austin 1991 — 1995
Bachelor, Liberal Arts
Capital One July 2015 - Present
E*TRADE Financial Corporation March 2015 - July 2015
E*TRADE Financial December 2013 - February 2015
Quidsi Inc. April 2013 - December 2013
Scholastic January 2010 - April 2013
Scholastic April 2009 - January 2010
Scholastic June 1999 - April 2009
Avenue Magazine June 1997 - June 1998
State University of New York at New Paltz September 1992 - January 1997
Skills
User Interface Design, User Experience, Creative Direction, Interaction Design, Adobe Creative Suite, Art Direction, Layout, Typography, Publishing, Brochures, Graphic Design, Logo Design, Corporate Identity, Catalogs, Graphics, Book Design, Art, Brand Development, Editorial, Books, Illustration, Concept Design, QuarkXPress, Image Manipulation, User Experience Design, Adobe Acrobat, Magazines, InDesign, Illustrator, Web Design, Pre-press, Email Marketing, Visual Communication, Photography, Information Design, Mobile Design, Posters, Vector Illustration, Visual Design, Branding & Identity, Concept Development, Integrated Marketing, E-commerce, Creative Strategy, Digital Illustration, Mac, Information Architecture, Corporate Branding, Experience Design
Education
State University of New York at New Paltz 1992 — 1997
BFA, Graphic Design, Metalsmithing, English
E*TRADE Financial Corporation September 2001 - July 2014
Schiff Hardin LLP April 1999 - August 2001
U.S. Securities and Exchange Commission February 1992 - April 1999
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates September 1989 - December 1992
Skills
Securities, Equities, Financial Services, Capital Markets, Risk Management, Series 7, FINRA, Options, Contract Negotiation, Mergers & Acquisitions
Education
Saint John's University Law School 1986 — 1989
Doctor of Law (JD)
Yale University 1984 — 1985
Master of Science (MS)
The Cooper Union for the Advancement of Science and Art 1979 — 1983
Bachelor of Science (BS)
E*TRADE Financial Corporation June 2015 - Present
E*TRADE Financial May 2010 - Present
AllianceBernstein January 2006 - March 2010
AllianceBernstein January 2004 - December 2005
AllianceBernstein September 2002 - December 2003
AllianceBernstein June 2000 - August 2002
American Express Financial Advisors January 1999 - June 2000
Skills
Mutual Funds, Series 7, Investments, Fixed Income, Financial Services, ETFs, Investment Strategies, CRM, Selling, Capital Markets, Leadership, Management, Equities, Strategic Planning
Education
Saint Thomas Aquinas College 1995 — 1999
Bachelor of Science, Finance
E*TRADE Financial Corporation August 2015 - Present
Congressional Bank January 2013 - August 2015
PricewaterhouseCoopers February 2011 - January 2013
PwC August 2009 - January 2011
Skills
Business Valuation, Financial Statement..., DCF Valuation, Market Valuation, Financial Modeling, Financial Transactions, Business Transactions, Investment Valuation, Investment Management, Equity Valuation, Option Pricing Models, Leveraged Finance, Economic Research, Corporate Fraud..., Microsoft Excel, CPA, Finance, Auditing, Banking, Loans, Due Diligence, Valuation, Analysis, Financial Reporting, Mergers, Portfolio Management, Mergers & Acquisitions, Investments, Financial Analysis
Education
Temple University - Fox School of Business and Management 2005 — 2009
BBA, Cum Laude, Accounting, International Business (with a concentration in International Economics)
E*TRADE Financial Corporation December 2013 - Present
E*TRADE Financial November 2006 - Present
Skills
Equities, Management, ASC 718, Financial Reporting, Accounting, Series 63, Financial Services, Series 24, Series 7, Securities, Stocks, Outsourcing, Customer Satisfaction, Investments, FINRA, Relationship Management
Education
Santa Clara University 2007 — 2009
Salt Lake Community College
University of Utah
E*TRADE Financial Corporation May 2014 - Present
Etrade Financial October 2001 - Present
Education
Sri Venkateswara University 1985 — 1989
Bachelor of Technology (B.Tech.)
APRSK, Kodiginahalli
IBM July 2015 - Present
E*TRADE Financial Corporation April 2014 - July 2015
WAL-MART (IBM) March 2013 - December 2013
Lycamobile Group May 2012 - March 2013
WorldLink Communications, LLC January 2010 - February 2012
Skills
Linux, Microsoft SQL Server, C++, Unix, HTML, IBM HTTP Server, Oracle, Perl, Java, Microsoft Office
Education
The University of Texas at Dallas
Bachelor's degree, Computer Science
E*TRADE Financial Corporation September 2015 - Present
E*TRADE Financial Corporation July 2014 - Present
E*TRADE Financial May 2011 - Present
E*TRADE Financial October 2007 - May 2011
Edward Jones February 2007 - October 2007
Skills
Financial Guidance, Mutual Funds, Series 7, Series 63, Series 65, Unified Managed Accounts, Portfolio Management, Diversification, Strategic Asset..., Asset Allocation, Equities, Investments, Securities, Trading Systems, Options, Trading, Retirement, Bloomberg, Wealth Management, Uniform Combined State...
Education
Texas Tech University 2001 — 2005
BS, Psychology
Green River, Wyoming 1998 — 2001
High School
E*TRADE Financial Corporation August 2011 - June 2015
Bank of Shanghai 1997 - 2002
Skills
Java, HTML, C++, SQL, C, Software Development, JavaScript, Windows, XML, Test Automation, Selenium WebDriver, Cucumber, CometD, Maven
Education
San Jose State University 2006 — 2009
Master of Science (MS), software engineering
J.P. Morgan Chase Bank, N.A. August 2015 - Present
E*TRADE Financial Corporation June 2013 - August 2015
Fisher Investments December 2012 - June 2013
Merrill Lynch June 2011 - November 2012
Charles Schwab May 2007 - September 2010
Kaiser 1994 - 1995
Kaiser 1994 - 1995
Skills
Investments, Asset Management, Series 7, Mutual Funds, Alternative Investments, Financial Modeling, Financial Analysis, Portfolio Management, Fixed Income, Asset Allocation, Valuation, Equities, Wealth Management, Strategic Financial..., Bloomberg
Education
UCLA Anderson School of Management 2010 — 2012
MBA, Finance
Saint Mary's College of California 2007 — 2008
M.S., Finance
University of California, Davis
B.A., Economics
Waste Management June 2004 - Present
E*TRADE Financial Corporation April 2003 - June 2004
Grant Bennett Associates December 1999 - April 2003
Education
San Jose State University 1997 — 1999
Bachelor of Applied Science (BASc) Concentration Accountancy, Accounting and Finance
E*TRADE Financial Corporation December 2014 - Present
Freddie Mac January 2011 - Present
PricewaterhouseCoopers August 2010 - December 2010
KCIC, LLC July 2005 - September 2009
Skills
US GAAP, Assurance, External Audit, Internal Controls, Auditing, GAAP, Financial Accounting, Sarbanes-Oxley Act, Accounting
Education
The George Washington University 2009 — 2010
Masters of Accountancy, Accounting
The George Washington University
Bachelor of Business Administration (BBA), Finance
E*TRADE Financial Corporation November 2014 - Present
E*TRADE Financial January 2011 - Present
Etrade June 2007 - January 2011
Etrade May 2004 - June 2007
Skills
Account Reconciliation
Education
Strayer University 2008 — 2010
MBA, Finance
Fayetteville State University 1988 — 1994
BS, Business Administration
E*TRADE Financial Corporation November 2014 - Present
E*TRADE Financial April 2011 - November 2014
Genesis Securities 2006 - 2011
Huntington National Bank August 2002 - June 2006
Skills
Equities, Series 7, Securities, Risk Management, FINRA, Fixed Income, Series 24, Banking, Derivatives, Series 63, Options, Trading, Series 3, Futures Trading
Education
The Ohio State University 2001 — 2006
Bachelor of Science: Business Administration, Marketing
EXIT on the Hudson Realty April 2013 - Present
UBS Wealth Management October 2008 - June 2011
E*TRADE Financial Corporation August 2005 - May 2008
BMO Harris Bank August 2002 - August 2005
Skills
Retirement Planning, Investments, Insurance, Financial Analysis, Financial Services, Wealth Management, Mutual Funds, Asset Allocation, Portfolio Management, Securities, Strategic Financial..., Investment Advisory, Equities, Real Estate, Real Estate Transactions, Real Estate License, Customer Service, Banking, Finance
Education
University of Phoenix 2010 — 2015
Masters of Business Administration, Business Administration
St. John's University 1992 — 1996
Bachelor of Science (B.S.), Law
Bayonne High School
E*TRADE Financial Corporation July 2014 - Present
Towers Watson July 2008 - July 2014
APS Healthcare January 2008 - June 2008
Resources Global Professionals, mid-Atlantic region March 2007 - January 2008
US Airways 2005 - 2006
Corporate Express 2000 - 2001
Education
The George Washington University 1992 — 1996
Accounting
E*TRADE Financial Corporation 2014 - Present
Charles Schwab 2008 - 2013
Merrill Lynch 2006 - 2008
Morgan Stanley 2005 - 2006
Education
San Jose State University
Finance & Marketing
E*TRADE Financial Corporation April 2014 - Present
E*TRADE February 2007 - Present
Skills
Stock Administration, Equity Compensation, CEP, Series 7, Series 63, Series 24
Education
University of Utah 2002 — 2005
BS, Finance, General
Santa Clara University
CEP, Equity Compensation
E*TRADE Financial Corporation June 2015 - Present
General Dynamics Information Technology November 2011 - May 2015
General Dynamics Information Technology December 2009 - October 2011
General Dynamics Information Technology October 2007 - November 2009
General Dynamics Information Technology August 2003 - September 2007
ACS Technologies December 2001 - July 2003
Concert Telecommunications PLC August 2000 - November 2001
TISCO October 1998 - March 2000
Skills
WPF Development, Entity Framework, C# 4.0, WCF Services, XAML, Regular Expressions, Microsoft SQL Server, Object Oriented Design, .NET Remoting, Visual Basic, ASP, Oracle 9i, SQL Loader, Oracle PL/SQL..., Data Analysis, Data Migration, VBA, FileNet, ActiveX, OCx, LINQ, API development, JavaScript
Education
Sri Krishnadevaraya University 1992 — 1996
Bachelor's degree, Civil Engineering
E*TRADE Financial Corporation May 2014 - Present
Fleming's Prime Steakhouse & Wine Bar February 2013 - May 2014
ADM Ventures August 2012 - January 2013
University of Utah Hospitals and Clinics July 2009 - October 2011
Skills
Cpr Certified, Clinical Research, Healthcare, Treatment, Mental Health
Education
University of Utah 2009 — 2014
Bachelor's degree, Biology, General
University of Utah 2009 — 2014
Bachelor's degree, Psychology
Southern Utah University 2007 — 2009
Associate's degree
Syracuse University August 2015 - Present
E*TRADE Financial Corporation May 2014 - July 2015
E*TRADE Financial Corporation September 2013 - May 2014
Virginia Tech August 2011 - May 2013
Virginia Tech July 2012 - August 2012
Virginia Credit Union May 2008 - August 2011
College of William and Mary August 2009 - May 2011
Skills
Modern Standard Arabic, Spanish, SPSS, Political Science, Research, Microsoft Office, International Relations, Public Speaking, Multi Tasking, Close Attention to..., Comfortable working..., Dependable Team Player, Group Work, Teaching, Lecturing, Outstanding..., Social Media
Education
Virginia Tech 2011 — 2013
Master of Arts (M.A.), Political Science
The College of William and Mary 2007 — 2011
Bachelor of Arts (B.A.), Government
Syracuse University
Doctor of Philosophy (Ph.D.), Political Science
Morgan Stanley April 2012 - Present
E*TRADE Financial Corporation January 2007 - March 2012
E*TRADE Financial Corporation January 2002 - January 2007
E*TRADE Financial Corporation April 1999 - January 2002
Skills
Financial Services, Series 7, Securities, Mutual Funds, Equities, Fixed Income, Series 63, Equity Compensation, Management, Options
Education
California State University, Sacramento 2001 — 2005
Bachelor's degree, Economics
Santa Clara University - Leavey School of Business
Certified Equity Professional Institute, Certified Equity Professional
E*TRADE Financial Corporation June 2014 - Present
Charles Schwab April 2011 - June 2014
Fidelity Investments July 2007 - May 2011
Fidelity Investments November 2006 - July 2007
Education
Saint Michael's College 1996 — 2000
Bachelor of Business Administration (B.B.A.)
Federal Government in Washington DC August 2007 - Present
E*TRADE Financial Corporation 1999 - July 2007
Education
University of Maryland University College
Master's of Accounting and Financial Management
Strayer University
BACHELOR OF SCIENCE DEGREE IN ACCOUNTING