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
Ryan Stroub Ryan Stroub's E*TRADE Financial Corporation Experience 1998 - 2005
Job Chief Financial and Administrative Officer at SharesPost
Industry Financial Services
Experience
SharesPost June 2011 - Present
Thomas Weisel Partners May 2009 - November 2010
Thomas Weisel Partners Group, Inc February 2006 - May 2009
E*TRADE Financial Corporation 1998 - 2005
Education
University of California, Santa Barbara 1986 — 1991
Economics
SharesPost June 2011 - Present
Thomas Weisel Partners May 2009 - November 2010
Thomas Weisel Partners Group, Inc February 2006 - May 2009
E*TRADE Financial Corporation 1998 - 2005
Education
University of California, Santa Barbara 1986 — 1991
Economics
Cameron Massoudi Cameron Massoudi's E*TRADE Financial Corporation Experience July 2014 - Present
Job Software Engineer
Industry Computer Software
Experience
E*TRADE Financial Corporation July 2014 - Present
Adthena April 2013 - June 2013
Education
University of California, Davis 2010 — 2014
Bachelor of Science (B.S.), Computer Science
E*TRADE Financial Corporation July 2014 - Present
Adthena April 2013 - June 2013
Education
University of California, Davis 2010 — 2014
Bachelor of Science (B.S.), Computer Science
Dustin Benning Dustin Benning's E*TRADE Financial Corporation Experience February 2015 - Present
Job E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial Corporation February 2015 - Present
J.P. Turner & Company, LLC March 2014 - February 2015
Top Notch Realty Services January 2013 - March 2014
Top Notch Realty Services January 2012 - January 2013
Skills
Microsoft Excel, Management, Teamwork, Time Management, Accounts Receivable, Microsoft Office, PowerPoint, Leadership, Finance, Financial Analysis, Account Management, Sales, Accounts Payable, Marketing, Social Networking, Banking, Financial Reporting, Social Media, Financial Accounting, Corporate Finance, Investment Advisory..., Independent Financial..., People Skills, Project Management, Registered Investment..., Series 7
Education
University of Central Florida 2009 — 2013
Bachelor of Science (BS), Finance and Financial Management Services
Vergennes Union High School 2004 — 2008
High School
E*TRADE Financial Corporation February 2015 - Present
J.P. Turner & Company, LLC March 2014 - February 2015
Top Notch Realty Services January 2013 - March 2014
Top Notch Realty Services January 2012 - January 2013
Skills
Microsoft Excel, Management, Teamwork, Time Management, Accounts Receivable, Microsoft Office, PowerPoint, Leadership, Finance, Financial Analysis, Account Management, Sales, Accounts Payable, Marketing, Social Networking, Banking, Financial Reporting, Social Media, Financial Accounting, Corporate Finance, Investment Advisory..., Independent Financial..., People Skills, Project Management, Registered Investment..., Series 7
Education
University of Central Florida 2009 — 2013
Bachelor of Science (BS), Finance and Financial Management Services
Vergennes Union High School 2004 — 2008
High School
Jarod Rupp Jarod Rupp's E*TRADE Financial Corporation Experience November 2005 - September 2010
Job Investment Advisory Production Support Manager at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group September 2010 - Present
E*TRADE Financial Corporation November 2005 - September 2010
Skills
CFA Level 1 Candidate, Advanced Excel, Financial Statement..., Data Analysis, Asset Management, Wealth Management, Data Presentation, Salesforce, NetX360, Streetscape, Pivot Tables, PowerPoint, Microsoft Word
Education
University of Hartford 1999 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
AIG Advisor Group September 2010 - Present
E*TRADE Financial Corporation November 2005 - September 2010
Skills
CFA Level 1 Candidate, Advanced Excel, Financial Statement..., Data Analysis, Asset Management, Wealth Management, Data Presentation, Salesforce, NetX360, Streetscape, Pivot Tables, PowerPoint, Microsoft Word
Education
University of Hartford 1999 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
Shane Fitzgerald Shane Fitzgerald's E*TRADE Financial Corporation Experience 2014 - December 2014
Job Investment Professional
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
E*TRADE Financial Corporation 2014 - December 2014
TD Ameritrade 2011 - 2014
Fidelity Investments 1998 - 2011
Skills
Investments, Securities, Retirement Planning, Management, Microsoft Office, Italian, Sales, Series 7, Series 63, series 66, Series 9, Series10
Education
University of Phoenix 2009 — 2011
Master of Business Administration (MBA)
University of Phoenix 2005 — 2009
Bachelor of Business Management
Fidelity Investments October 2014 - Present
E*TRADE Financial Corporation 2014 - December 2014
TD Ameritrade 2011 - 2014
Fidelity Investments 1998 - 2011
Skills
Investments, Securities, Retirement Planning, Management, Microsoft Office, Italian, Sales, Series 7, Series 63, series 66, Series 9, Series10
Education
University of Phoenix 2009 — 2011
Master of Business Administration (MBA)
University of Phoenix 2005 — 2009
Bachelor of Business Management
Alexander Ressler Alexander Ressler's E*TRADE Financial Corporation Experience December 2014 - Present
Job Senior Front End Engineer at E*TRADE Financial Corporation
Industry Education Management
Experience
E*TRADE Financial Corporation December 2014 - Present
CK-12 Foundation August 2012 - December 2014
Macy's 2007 - 2008
Skills
Python, JavaScript, Pylons, Bash, Linear Algebra, CSS, REST, XML, WebGL, Apache, C/C++ STL
Education
University of California, Santa Cruz 2013 — 2014
Computer Programming Credential with Honors, Computer Science, A
University of California, Santa Cruz 2008 — 2011
BA, Mathematics
E*TRADE Financial Corporation December 2014 - Present
CK-12 Foundation August 2012 - December 2014
Macy's 2007 - 2008
Skills
Python, JavaScript, Pylons, Bash, Linear Algebra, CSS, REST, XML, WebGL, Apache, C/C++ STL
Education
University of California, Santa Cruz 2013 — 2014
Computer Programming Credential with Honors, Computer Science, A
University of California, Santa Cruz 2008 — 2011
BA, Mathematics
Eden Tsai's E*TRADE Financial Corporation Experience 2004 - 2007
Job Sales & Marketing Professional
Industry Marketing and Advertising
Experience
KBS Capital Markets Group January 2015 - Present
East of Eden Photography 2013 - Present
Irvine Company 2013 - 2014
GE 2007 - 2013
E*TRADE Financial Corporation 2004 - 2007
Skills
Marketing Strategy, Cross-functional Team..., Strategy, Marketing, Email Marketing, CRM, Management, Competitive Analysis, Travel Photography, Landscape Photography, Integrated Marketing, Social Media, Direct Marketing, Brand Management, Marketing Communications, Online Marketing, Product Marketing, Product Development, Social Media Marketing, Segmentation, Entrepreneurship, Budgets, B2B, Digital Marketing, Marketing Management, Sales Operations, Online Advertising, B2C, Real Estate Investor, Real Estate Marketing, Small Business, Small Business Marketing, Sales Support Tools
Education
University of Southern California - Marshall School of Business
MBA, Business, Management, Marketing, and Related Support Services
University of California, Los Angeles
BA, Psychology
KBS Capital Markets Group January 2015 - Present
East of Eden Photography 2013 - Present
Irvine Company 2013 - 2014
GE 2007 - 2013
E*TRADE Financial Corporation 2004 - 2007
Skills
Marketing Strategy, Cross-functional Team..., Strategy, Marketing, Email Marketing, CRM, Management, Competitive Analysis, Travel Photography, Landscape Photography, Integrated Marketing, Social Media, Direct Marketing, Brand Management, Marketing Communications, Online Marketing, Product Marketing, Product Development, Social Media Marketing, Segmentation, Entrepreneurship, Budgets, B2B, Digital Marketing, Marketing Management, Sales Operations, Online Advertising, B2C, Real Estate Investor, Real Estate Marketing, Small Business, Small Business Marketing, Sales Support Tools
Education
University of Southern California - Marshall School of Business
MBA, Business, Management, Marketing, and Related Support Services
University of California, Los Angeles
BA, Psychology
Jordan Edgel Jordan Edgel's E*TRADE Financial Corporation Experience August 2014 - Present
Job Platinum Executive Services Specialist @ Etrade Financial
Industry Financial Services
Experience
E*TRADE Financial Corporation August 2014 - Present
E*TRADE Financial August 2011 - August 2014
Skills
Series 7, Series 63, Securities, Wealth Management, Employee Equity..., Bilingual-English/Spanis..., General Awesomeness
Education
University of Phoenix
Bachelor of Science (BS), Business Finance
E*TRADE Financial Corporation August 2014 - Present
E*TRADE Financial August 2011 - August 2014
Skills
Series 7, Series 63, Securities, Wealth Management, Employee Equity..., Bilingual-English/Spanis..., General Awesomeness
Education
University of Phoenix
Bachelor of Science (BS), Business Finance
Erin M Talbot Erin M Talbot's E*TRADE Financial Corporation Experience February 2011 - April 2013
Job Vice President at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial April 2013 - Present
E*TRADE Financial Corporation February 2011 - April 2013
E*TRADE Financial Corporation September 2009 - February 2011
E*TRADE Financial December 2007 - September 2009
Freddie Mac May 2007 - December 2007
Dean & Company Strategy Consulting 2006 - 2007
IBM 2004 - 2006
Inveresk Research 2002 - 2004
Skills
Financial Modeling, SAS, Risk Management, Financial Analysis, Project Management, Business Analysis, Data Analysis, Process Improvement, Analytics, Forecasting
Education
University of South Carolina-Columbia 1997 — 2001
BS, Statistics
E*TRADE Financial April 2013 - Present
E*TRADE Financial Corporation February 2011 - April 2013
E*TRADE Financial Corporation September 2009 - February 2011
E*TRADE Financial December 2007 - September 2009
Freddie Mac May 2007 - December 2007
Dean & Company Strategy Consulting 2006 - 2007
IBM 2004 - 2006
Inveresk Research 2002 - 2004
Skills
Financial Modeling, SAS, Risk Management, Financial Analysis, Project Management, Business Analysis, Data Analysis, Process Improvement, Analytics, Forecasting
Education
University of South Carolina-Columbia 1997 — 2001
BS, Statistics
Bruce Cannady Bruce Cannady's E*TRADE Financial Corporation Experience 2005 - 2008
Job Operations Specialist II at Bank of America
Industry Marketing and Advertising
Experience
Bank of America 2015 - Present
NAVEX Global 2014 - 2015
Cognosante 2013 - 2014
LPL Financial 2011 - 2013
Cogentrix Energy, LLC 2008 - 2009
E*TRADE Financial Corporation 2005 - 2008
Skills
Copywriting, Creative Writing, Financial Services, Problem Solving, Cross-functional Team..., Marketing Strategy, Marketing, Marketing Communications, Product Marketing, Digital Marketing
Education
University of North Carolina at Charlotte
BSBA Cum Laude, Marketing Major/Sociology Minor, 3.51 GPA
Bank of America 2015 - Present
NAVEX Global 2014 - 2015
Cognosante 2013 - 2014
LPL Financial 2011 - 2013
Cogentrix Energy, LLC 2008 - 2009
E*TRADE Financial Corporation 2005 - 2008
Skills
Copywriting, Creative Writing, Financial Services, Problem Solving, Cross-functional Team..., Marketing Strategy, Marketing, Marketing Communications, Product Marketing, Digital Marketing
Education
University of North Carolina at Charlotte
BSBA Cum Laude, Marketing Major/Sociology Minor, 3.51 GPA
Nicolas Roquefort-Villeneuve's E*TRADE Financial Corporation Experience October 1999 - October 2003
Job Managing Director OH OH IT'S MAGIC LLC
Industry Motion Pictures and Film
Experience
OH OH IT'S MAGIC LLC April 2012 - July 2015
READY TO CHOOSE LLC April 2004 - April 2012
E*TRADE Financial Corporation October 1999 - October 2003
Mattel, Inc. August 1998 - October 1999
Skills
Strategic Planning, Film Direction, Film Production, Screenwriting, Creative Writing, Quantitative Research, Quantitative Analytics, Quantitative Models, Business Intelligence, Management, Customer Service, Social Media, Microsoft Office, Marketing, Consulting, Start-ups, Editing, Social Media Marketing, Public Relations, Video, Directors, MovieMaker, Television, Video Editing, Video Production, Strategy, New Media, Social Networking, Leadership, Entertainment
Education
University of San Francisco 1995 — 1997
Master of Business Administration (MBA), Corporate Finance
University of Paris I: Panthéon-Sorbonne 1993 — 1994
Master's degree, Econometrics and Quantitative Economics
University of Paris I: Panthéon-Sorbonne 1989 — 1993
Bachelor's degree, Economics
OH OH IT'S MAGIC LLC April 2012 - July 2015
READY TO CHOOSE LLC April 2004 - April 2012
E*TRADE Financial Corporation October 1999 - October 2003
Mattel, Inc. August 1998 - October 1999
Skills
Strategic Planning, Film Direction, Film Production, Screenwriting, Creative Writing, Quantitative Research, Quantitative Analytics, Quantitative Models, Business Intelligence, Management, Customer Service, Social Media, Microsoft Office, Marketing, Consulting, Start-ups, Editing, Social Media Marketing, Public Relations, Video, Directors, MovieMaker, Television, Video Editing, Video Production, Strategy, New Media, Social Networking, Leadership, Entertainment
Education
University of San Francisco 1995 — 1997
Master of Business Administration (MBA), Corporate Finance
University of Paris I: Panthéon-Sorbonne 1993 — 1994
Master's degree, Econometrics and Quantitative Economics
University of Paris I: Panthéon-Sorbonne 1989 — 1993
Bachelor's degree, Economics
Vic Fabris's E*TRADE Financial Corporation Experience January 2015 - Present
Job Manager of Internal Controls, Risk, and Compliance of Trading, Margin Lending and Cash Mgmt at E*TRADE Financial Corp.
Industry Financial Services
Experience
E*TRADE Financial Corporation January 2015 - Present
PEAK6 Investments LP December 2013 - December 2014
Newedge March 2011 - December 2013
Newedge USA LLC January 2009 - March 2011
National Futures Association April 2008 - January 2009
NFA 2005 - January 2008
National Futures Association January 2005 - January 2007
Kottke Associates LLC June 1998 - December 2004
Kottke 1995 - 2003
Skills
Compliance, Internal Audit, Derivatives, Equities, AML, Financial Analysis, Financial Risk, Due Diligence, Hedge Funds, Corporate Finance, Internal Controls, Accounting, Anti Money Laundering, Risk Management, Options, Finance
Education
University of Illinois at Urbana-Champaign 1999 — 2003
Bachelors, Finance
University of Illinois at Urbana-Champaign - College of Business 1999 — 2003
E*TRADE Financial Corporation January 2015 - Present
PEAK6 Investments LP December 2013 - December 2014
Newedge March 2011 - December 2013
Newedge USA LLC January 2009 - March 2011
National Futures Association April 2008 - January 2009
NFA 2005 - January 2008
National Futures Association January 2005 - January 2007
Kottke Associates LLC June 1998 - December 2004
Kottke 1995 - 2003
Skills
Compliance, Internal Audit, Derivatives, Equities, AML, Financial Analysis, Financial Risk, Due Diligence, Hedge Funds, Corporate Finance, Internal Controls, Accounting, Anti Money Laundering, Risk Management, Options, Finance
Education
University of Illinois at Urbana-Champaign 1999 — 2003
Bachelors, Finance
University of Illinois at Urbana-Champaign - College of Business 1999 — 2003
Ben Roye Ben Roye's E*TRADE Financial Corporation Experience July 2014 - November 2014
Job Software Engineer at athenahealth
Industry Computer Software
Experience
athenahealth November 2014 - Present
E*TRADE Financial Corporation July 2014 - November 2014
Self-employed 2012 - 2014
Kalamuna 2013 - September 2013
Nameless Magazine May 2010 - December 2010
Skills
C++, Java, 3D Studio Max, Drupal, OOP, CSS, JavaScript, AngularJS
Education
UC Davis 2010 — 2014
Bachelor's degree, Computer Science
UC Irvine 2007 — 2009
athenahealth November 2014 - Present
E*TRADE Financial Corporation July 2014 - November 2014
Self-employed 2012 - 2014
Kalamuna 2013 - September 2013
Nameless Magazine May 2010 - December 2010
Skills
C++, Java, 3D Studio Max, Drupal, OOP, CSS, JavaScript, AngularJS
Education
UC Davis 2010 — 2014
Bachelor's degree, Computer Science
UC Irvine 2007 — 2009
Henry Hsue Henry Hsue's E*TRADE Financial Corporation Experience August 2011 - July 2015
Job Systems Engineer
Industry Computer Software
Experience
Uber August 2015 - Present
E*TRADE Financial Corporation August 2011 - July 2015
M-Factor, Inc. June 2010 - October 2010
UC Berkeley Economics Department June 2010 - August 2010
Education
University of California, Berkeley 2006 — 2010
BS, Industrial Engineering and Operations Research
Uber August 2015 - Present
E*TRADE Financial Corporation August 2011 - July 2015
M-Factor, Inc. June 2010 - October 2010
UC Berkeley Economics Department June 2010 - August 2010
Education
University of California, Berkeley 2006 — 2010
BS, Industrial Engineering and Operations Research
Lori Luo Lori Luo's E*TRADE Financial Corporation Experience June 2015 - Present
Job Senior Business Analyst at E*Trade
Industry Financial Services
Experience
E*TRADE Financial Corporation June 2015 - Present
Bank of America Merrill Lynch June 2012 - June 2015
Wharton Business School, Lauder Institute January 2011 - December 2011
Bank of America Merrill Lynch June 2011 - August 2011
Wharton Marketing Department August 2010 - January 2011
Merck June 2010 - August 2010
Bucks County Gallery of Fine Art June 2010 - August 2010
Merck June 2009 - August 2009
Skills
SQL, HTML, Photoshop, Digital Photography, VBA, Financial Modeling, Data Analysis, Mandarin, Economics, Statistics, Quantitative Analytics, Research, Analysis, Marketing, Marketing Strategy, Analytics, Microsoft Excel, PowerPoint, Valuation, Microsoft Office, Social Media
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science in Economics, Finance, Marketing, Insurance & Risk Management
E*TRADE Financial Corporation June 2015 - Present
Bank of America Merrill Lynch June 2012 - June 2015
Wharton Business School, Lauder Institute January 2011 - December 2011
Bank of America Merrill Lynch June 2011 - August 2011
Wharton Marketing Department August 2010 - January 2011
Merck June 2010 - August 2010
Bucks County Gallery of Fine Art June 2010 - August 2010
Merck June 2009 - August 2009
Skills
SQL, HTML, Photoshop, Digital Photography, VBA, Financial Modeling, Data Analysis, Mandarin, Economics, Statistics, Quantitative Analytics, Research, Analysis, Marketing, Marketing Strategy, Analytics, Microsoft Excel, PowerPoint, Valuation, Microsoft Office, Social Media
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science in Economics, Finance, Marketing, Insurance & Risk Management
Kevin Michael Carson CFP®'s E*TRADE Financial Corporation Experience September 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
E*TRADE Financial Corporation September 2013 - Present
Charles Schwab October 1995 - 2013
Skills
Strategic Financial..., Investments, Securities, Portfolio Management, Asset Allocation, Series 7, Series 63, Registered Investment..., Series 9, Series 10
Education
University of Central Florida 1987 — 1989
B.S.B.A., Business Administration and Management, General
E*TRADE Financial Corporation September 2013 - Present
Charles Schwab October 1995 - 2013
Skills
Strategic Financial..., Investments, Securities, Portfolio Management, Asset Allocation, Series 7, Series 63, Registered Investment..., Series 9, Series 10
Education
University of Central Florida 1987 — 1989
B.S.B.A., Business Administration and Management, General
Johnny B. Galaviz Johnny B. Galaviz's E*TRADE Financial Corporation Experience March 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
E*TRADE Financial Corporation March 2015 - Present
University of Houston-Clear Lake July 2011 - Present
The City of Houston Mayor's Anti-Gang Office January 2011 - Present
Waddell & Reed May 2014 - December 2014
United Way of Greater Houston October 2009 - July 2014
First Investors Corporation February 2008 - May 2014
Moody National Bank April 2003 - April 2007
EZ Pawn August 2000 - January 2003
Education
University of Houston-Clear Lake 2004 — 2007
Bachelor of Business Administration (BBA)
E*TRADE Financial Corporation March 2015 - Present
University of Houston-Clear Lake July 2011 - Present
The City of Houston Mayor's Anti-Gang Office January 2011 - Present
Waddell & Reed May 2014 - December 2014
United Way of Greater Houston October 2009 - July 2014
First Investors Corporation February 2008 - May 2014
Moody National Bank April 2003 - April 2007
EZ Pawn August 2000 - January 2003
Education
University of Houston-Clear Lake 2004 — 2007
Bachelor of Business Administration (BBA)
Jorge Insignares (MBA)'s E*TRADE Financial Corporation Experience November 2007 - May 2010
Job Financial Advisor & Global Wealth Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2012 - Present
Wells Fargo Advisors June 2010 - June 2012
E*TRADE Financial Corporation November 2007 - May 2010
Skills
Wealth Management, Finance, Financial Services, Customer Service, Series 7, Retirement Planning, Series 63, Mutual Funds, Asset Allocation, Retirement, Investment Advisory, 401k, Strategic Financial..., Series 65, Financial Planning, Portfolio Management
Education
University of Phoenix 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Utah 2001 — 2005
Bachelor's Degree, Business/Spanish
Morgan Stanley Wealth Management July 2012 - Present
Wells Fargo Advisors June 2010 - June 2012
E*TRADE Financial Corporation November 2007 - May 2010
Skills
Wealth Management, Finance, Financial Services, Customer Service, Series 7, Retirement Planning, Series 63, Mutual Funds, Asset Allocation, Retirement, Investment Advisory, 401k, Strategic Financial..., Series 65, Financial Planning, Portfolio Management
Education
University of Phoenix 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Utah 2001 — 2005
Bachelor's Degree, Business/Spanish
Jason Kiddoo's E*TRADE Financial Corporation Experience June 2014 - Present
Job Financial Consultant at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation June 2014 - Present
Charles Schwab September 2011 - May 2014
MB Trading May 2006 - September 2011
Aflac August 2005 - May 2006
Blue Cross and Blue Shield Association May 2005 - May 2006
Bankers Life and Casualty June 2004 - May 2006
PCM June 2003 - June 2004
Skills
Series 63, Series 7, Sales, Trading, Customer Service, Stocks, Portfolio Management, Investment Management, Retirement Planning, Mutual Funds, Foreign Exchange, Electronic Trading, Cold Calling, Wealth Management, Technical Analysis, Series 65, CA Insurance License, Portfolio Assessment, Portfolio Development, Portfolio Risk, Holistic Financial..., Bonds, ETFs, Sales Prospecting, Door to Door, Business to Business..., Life Insurance, Asset Managment, Long-term Care, Separately Managed..., Trading Systems, Mortgage Lending, IRAs, 401k Rollovers, High Net Worth..., Asset Allocation
Education
University of Colorado Boulder 1998 — 2002
Business Administration, Marketing
E*TRADE Financial Corporation June 2014 - Present
Charles Schwab September 2011 - May 2014
MB Trading May 2006 - September 2011
Aflac August 2005 - May 2006
Blue Cross and Blue Shield Association May 2005 - May 2006
Bankers Life and Casualty June 2004 - May 2006
PCM June 2003 - June 2004
Skills
Series 63, Series 7, Sales, Trading, Customer Service, Stocks, Portfolio Management, Investment Management, Retirement Planning, Mutual Funds, Foreign Exchange, Electronic Trading, Cold Calling, Wealth Management, Technical Analysis, Series 65, CA Insurance License, Portfolio Assessment, Portfolio Development, Portfolio Risk, Holistic Financial..., Bonds, ETFs, Sales Prospecting, Door to Door, Business to Business..., Life Insurance, Asset Managment, Long-term Care, Separately Managed..., Trading Systems, Mortgage Lending, IRAs, 401k Rollovers, High Net Worth..., Asset Allocation
Education
University of Colorado Boulder 1998 — 2002
Business Administration, Marketing
Dominick Davis Dominick Davis's E*TRADE Financial Corporation Experience January 2006 - October 2007
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 2015 - Present
Wells Fargo Advisors September 2010 - Present
Bank of America October 2007 - July 2010
E*TRADE Financial Corporation January 2006 - October 2007
Skills
Financial Services, Investments, Securities, Banking, Mutual Funds
Education
University of North Carolina at Charlotte
Bachelor of Science (B.S.), Criminal Justice
Wells Fargo Advisors July 2015 - Present
Wells Fargo Advisors September 2010 - Present
Bank of America October 2007 - July 2010
E*TRADE Financial Corporation January 2006 - October 2007
Skills
Financial Services, Investments, Securities, Banking, Mutual Funds
Education
University of North Carolina at Charlotte
Bachelor of Science (B.S.), Criminal Justice
Brigid Donnelly Brigid Donnelly's E*TRADE Financial Corporation Experience May 2015 - Present
Job Event Coordinator at E*Trade Financial
Industry Events Services
Experience
E*TRADE Financial Corporation May 2015 - Present
NBCUniversal, Inc. September 2014 - May 2015
NBCUniversal, Inc. October 2013 - September 2014
NBC October 2012 - October 2013
MTV Networks 2011 - 2011
Bottomless Closet May 2010 - September 2010
Skills
Advertising, Social Media, Social Media Marketing, Marketing Communications, Event Planning, Event Management, Public Relations, Social Networking, Marketing, Microsoft Office, Marketing Strategy, PowerPoint, Facebook, Photoshop, Microsoft Excel, Public Speaking, Microsoft Word, Sponsorship, Entertainment, Online Advertising, Management, Press Releases, Blogging
Education
University of Hartford 2008 — 2012
Bachelor of Science (B.S.), Marketing
E*TRADE Financial Corporation May 2015 - Present
NBCUniversal, Inc. September 2014 - May 2015
NBCUniversal, Inc. October 2013 - September 2014
NBC October 2012 - October 2013
MTV Networks 2011 - 2011
Bottomless Closet May 2010 - September 2010
Skills
Advertising, Social Media, Social Media Marketing, Marketing Communications, Event Planning, Event Management, Public Relations, Social Networking, Marketing, Microsoft Office, Marketing Strategy, PowerPoint, Facebook, Photoshop, Microsoft Excel, Public Speaking, Microsoft Word, Sponsorship, Entertainment, Online Advertising, Management, Press Releases, Blogging
Education
University of Hartford 2008 — 2012
Bachelor of Science (B.S.), Marketing
Kathleen Leonard Kathleen Leonard's E*TRADE Financial Corporation Experience September 2012 - Present
Job Business Intelligence at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation September 2012 - Present
Analytics, Strategy & Reporting April 2006 - 2012
Ernst & Young June 1998 - December 1999
Securities Corporation September 1996 - June 1998
Skills
Data Analysis, Business Strategy, Business Analysis, Microsoft Excel, Strategic Planning, Segmentation, Data Mining, Financial Analysis, Data Modeling, Strategic Thinking, Access, PowerPoint, Writing, Humor, Competitive Analysis, Global Compensation, Business Insights, Consumer Insight, Insight Generation, Spotfire, Business Intelligence, Project Management
Education
University of Southern California
Bachelor of Arts (B.A.)
E*TRADE Financial Corporation September 2012 - Present
Analytics, Strategy & Reporting April 2006 - 2012
Ernst & Young June 1998 - December 1999
Securities Corporation September 1996 - June 1998
Skills
Data Analysis, Business Strategy, Business Analysis, Microsoft Excel, Strategic Planning, Segmentation, Data Mining, Financial Analysis, Data Modeling, Strategic Thinking, Access, PowerPoint, Writing, Humor, Competitive Analysis, Global Compensation, Business Insights, Consumer Insight, Insight Generation, Spotfire, Business Intelligence, Project Management
Education
University of Southern California
Bachelor of Arts (B.A.)
Michael Arner Michael Arner's E*TRADE Financial Corporation Experience April 2013 - Present
Job Corporate Services Financial Consultant at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation April 2013 - Present
Fidelity Investments March 2012 - April 2013
Morgan Stanley Smith Barney June 2010 - August 2011
Principal Financial Group January 2006 - June 2009
UBS January 2000 - December 2005
Piper Glen Golf Club 1996 - 1999
Skills
Retirement Planning, Investments, 401k, Insurance, Retirement, Wealth Management, 401k Rollovers, Mutual Funds, Account Management, Public Speaking, Securities, Wealth, Risk Management, Estate Planning, Portfolio Management, Equities, Trusts, Business Relationship..., Asset Management, Financial Planning, Annuities, Long Term Care, business development, Account Executive, Territory, Series 7, Series 63, Series 65, Finance, Investment Strategies, Sales, Relationship Management, Financial Services, Strategic Planning, Investment Management, Team Building, Marketing, Marketing Strategy, Leadership, Business Planning
Education
University of North Carolina at Charlotte - Belk College of Business 1996 — 2000
Finance
Stuarts Draft High School 1990 — 1993
E*TRADE Financial Corporation April 2013 - Present
Fidelity Investments March 2012 - April 2013
Morgan Stanley Smith Barney June 2010 - August 2011
Principal Financial Group January 2006 - June 2009
UBS January 2000 - December 2005
Piper Glen Golf Club 1996 - 1999
Skills
Retirement Planning, Investments, 401k, Insurance, Retirement, Wealth Management, 401k Rollovers, Mutual Funds, Account Management, Public Speaking, Securities, Wealth, Risk Management, Estate Planning, Portfolio Management, Equities, Trusts, Business Relationship..., Asset Management, Financial Planning, Annuities, Long Term Care, business development, Account Executive, Territory, Series 7, Series 63, Series 65, Finance, Investment Strategies, Sales, Relationship Management, Financial Services, Strategic Planning, Investment Management, Team Building, Marketing, Marketing Strategy, Leadership, Business Planning
Education
University of North Carolina at Charlotte - Belk College of Business 1996 — 2000
Finance
Stuarts Draft High School 1990 — 1993
Congyu (Michelle) Li Congyu (Michelle) Li's E*TRADE Financial Corporation Experience June 2014 - Present
Job Senior Credit Risk Analyst at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation June 2014 - Present
Pharmerit February 2012 - June 2014
Skills
Budget impact, Compendiums, Literature Reviews, HIV, Infectious Diseases, Health Economics, Biostatistics, Outcomes Research, Epidemiology, Health Research, Pharmacoeconomics, Meta-analysis, Statistical Modeling, SAS programming, Market Access, Logistic Regression, Community Health, Systematic Reviews, Statistical Programming, Global Value Dossier...
Education
University of Maryland College Park 2012 — 2014
Master of Science (M.S.), Biostatistics
E*TRADE Financial Corporation June 2014 - Present
Pharmerit February 2012 - June 2014
Skills
Budget impact, Compendiums, Literature Reviews, HIV, Infectious Diseases, Health Economics, Biostatistics, Outcomes Research, Epidemiology, Health Research, Pharmacoeconomics, Meta-analysis, Statistical Modeling, SAS programming, Market Access, Logistic Regression, Community Health, Systematic Reviews, Statistical Programming, Global Value Dossier...
Education
University of Maryland College Park 2012 — 2014
Master of Science (M.S.), Biostatistics
William Noland William Noland's E*TRADE Financial Corporation Experience June 2014 - August 2015
Job Financial Services Professional
Industry Financial Services
Experience
E*TRADE Financial Corporation June 2014 - August 2015
Parallon Business Solutions June 2013 - April 2014
NGCSU Corps of Cadets 2008 - 2010
Skills
Time Management, Sales, Management, Microsoft Office, Microsoft Excel, Customer Service, Leadership, Series 7, Customer Satisfaction, Team Building, Teamwork, Research, Data Analysis, Risk Management
Education
North Georgia College and State University 2008 — 2012
Bachelors of Science, Computer Information Systems w/ Business Administration Minor, Computer Science
E*TRADE Financial Corporation June 2014 - August 2015
Parallon Business Solutions June 2013 - April 2014
NGCSU Corps of Cadets 2008 - 2010
Skills
Time Management, Sales, Management, Microsoft Office, Microsoft Excel, Customer Service, Leadership, Series 7, Customer Satisfaction, Team Building, Teamwork, Research, Data Analysis, Risk Management
Education
North Georgia College and State University 2008 — 2012
Bachelors of Science, Computer Information Systems w/ Business Administration Minor, Computer Science
Robert Bozanovic Robert Bozanovic's E*TRADE Financial Corporation Experience June 2015 - Present
Job E*Trade IT Project Manager
Industry Financial Services
Experience
E*TRADE Financial Corporation June 2015 - Present
NCR Corporation May 2014 - August 2014
Northwestern Mutual January 2013 - August 2013
Skills
Blogging, Customer Service, Social Media, Languages, Negotiation, Organizing, Croatian, Public Speaking, Time Management, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Management, Data Analysis
Education
University of Georgia - Terry College of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Banking and Finance, 3.4
Alpharetta High School 2007 — 2011
Magna Cum Laude, 3.8
E*TRADE Financial Corporation June 2015 - Present
NCR Corporation May 2014 - August 2014
Northwestern Mutual January 2013 - August 2013
Skills
Blogging, Customer Service, Social Media, Languages, Negotiation, Organizing, Croatian, Public Speaking, Time Management, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Management, Data Analysis
Education
University of Georgia - Terry College of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Banking and Finance, 3.4
Alpharetta High School 2007 — 2011
Magna Cum Laude, 3.8
Angela Brightwell Angela Brightwell's E*TRADE Financial Corporation Experience June 2012 - January 2015
Job Marketing and Promotions
Industry Marketing and Advertising
Experience
360 Events and Promotions, EventPro Strategies, On Tour 24/7 , Mile High Promotions, and others June 2001 - Present
E*TRADE Financial Corporation June 2012 - January 2015
Recording Artist 1996 - 2014
Slifer Smith & Frampton Real Estate, Zehren and Associates 2007 - 2010
SharpShooter Imaging and Mammoth Moments Photography October 2003 - April 2008
Starwood Hotels & Resorts Worldwide, Inc. 2006 - 2007
Sierra Park Villas 2004 - 2005
What Are Records? 2000 - 2002
Skills
Marketing, Photography, Music, Sales, Vocalist, Promotions, Advertising, Social Media, Public Speaking, Hosting Events, Retail, Special Events..., Hospitality, Swing Trading, Microsoft Office, Email, Web Marketing, Property Management, Modeling, Sales Lead Generation, Vacation Rentals, Photoshop, Online Marketing, Video Editing, Snowboarding, Skiing
Education
University of Colorado Boulder 1997 — 2001
Bachelor's degree, Biology, Business, 3.7
Air Academy High School
Valedictorian
360 Events and Promotions, EventPro Strategies, On Tour 24/7 , Mile High Promotions, and others June 2001 - Present
E*TRADE Financial Corporation June 2012 - January 2015
Recording Artist 1996 - 2014
Slifer Smith & Frampton Real Estate, Zehren and Associates 2007 - 2010
SharpShooter Imaging and Mammoth Moments Photography October 2003 - April 2008
Starwood Hotels & Resorts Worldwide, Inc. 2006 - 2007
Sierra Park Villas 2004 - 2005
What Are Records? 2000 - 2002
Skills
Marketing, Photography, Music, Sales, Vocalist, Promotions, Advertising, Social Media, Public Speaking, Hosting Events, Retail, Special Events..., Hospitality, Swing Trading, Microsoft Office, Email, Web Marketing, Property Management, Modeling, Sales Lead Generation, Vacation Rentals, Photoshop, Online Marketing, Video Editing, Snowboarding, Skiing
Education
University of Colorado Boulder 1997 — 2001
Bachelor's degree, Biology, Business, 3.7
Air Academy High School
Valedictorian
Tanveer Sachdeva Tanveer Sachdeva's E*TRADE Financial Corporation Experience August 2014 - December 2014
Job Product Manager at eBay Inc
Industry Information Technology and Services
Experience
eBay Inc February 2015 - Present
E*TRADE Financial Corporation August 2014 - December 2014
Carnegie Mellon University's Heinz College January 2014 - December 2014
eBay Inc May 2014 - August 2014
WalmartLabs January 2014 - May 2014
Aesynt (Formerly known as Mckesson Automation) August 2013 - December 2013
East Coast Distributors July 2012 - August 2012
Wikasta Business and Technical Solutions Pvt. Ltd. July 2012 - August 2012
East Coast Distributors July 2011 - August 2011
Skills
DHTML, CSS3, XML, JavaScript, Java, C++, Microsoft Office, SQL, AutoCAD, Photoshop, E-commerce, HTML, Business Intelligence, Spreadsheet modeling, Programming, C, CSS, Analytics, Analysis, Data Analysis, Microsoft Excel
Education
Carnegie Mellon University 2013 — 2014
Master of Information Systems Management
Mumbai University 2009 — 2013
Bachelor of Engineering (B.E.), Computer Engineering, Distinction
Chauhan Institute of Science 2007 — 2009
85%
Arya Vidya Mandir 1996 — 2007
90%
eBay Inc February 2015 - Present
E*TRADE Financial Corporation August 2014 - December 2014
Carnegie Mellon University's Heinz College January 2014 - December 2014
eBay Inc May 2014 - August 2014
WalmartLabs January 2014 - May 2014
Aesynt (Formerly known as Mckesson Automation) August 2013 - December 2013
East Coast Distributors July 2012 - August 2012
Wikasta Business and Technical Solutions Pvt. Ltd. July 2012 - August 2012
East Coast Distributors July 2011 - August 2011
Skills
DHTML, CSS3, XML, JavaScript, Java, C++, Microsoft Office, SQL, AutoCAD, Photoshop, E-commerce, HTML, Business Intelligence, Spreadsheet modeling, Programming, C, CSS, Analytics, Analysis, Data Analysis, Microsoft Excel
Education
Carnegie Mellon University 2013 — 2014
Master of Information Systems Management
Mumbai University 2009 — 2013
Bachelor of Engineering (B.E.), Computer Engineering, Distinction
Chauhan Institute of Science 2007 — 2009
85%
Arya Vidya Mandir 1996 — 2007
90%
Greg Sabin Greg Sabin's E*TRADE Financial Corporation Experience 1999 - 2005
Job Senior Retirement Spec CFP at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial October 2005 - Present
Inside Publications 2007 - 2013
E*TRADE Financial Corporation 1999 - 2005
Skills
Certified Financial..., Writing, Voice Acting, Acting, Improvisational Comedy, Jazz, Cultural Criticism, Retirement, Storytelling, Media Relations, Public Speaking, News Writing, Management, Marketing, Program Management, Journalism, Copywriting, Series 63
Education
UC Berkeley 1994 — 1998
BA, History
Nationwide Financial October 2005 - Present
Inside Publications 2007 - 2013
E*TRADE Financial Corporation 1999 - 2005
Skills
Certified Financial..., Writing, Voice Acting, Acting, Improvisational Comedy, Jazz, Cultural Criticism, Retirement, Storytelling, Media Relations, Public Speaking, News Writing, Management, Marketing, Program Management, Journalism, Copywriting, Series 63
Education
UC Berkeley 1994 — 1998
BA, History
Partha Sil Partha Sil's E*TRADE Financial Corporation Experience January 2014 - Present
Job Principal, Software Engineering at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation January 2014 - Present
Bloomberg LP April 2013 - January 2014
Cantor Fitzgerald June 2007 - April 2013
UBS July 2006 - June 2007
Intel Corporation March 2005 - June 2006
Oracle May 2004 - March 2005
Siemens July 1999 - April 2004
Skills
Perl, Software Development, Python, Algorithms, Unix, Design Patterns, .NET, Distributed Systems, C++, Agile Methodologies, STL, Java, SQL, Trading Systems, C#, XML, Java Enterprise Edition, Web Services, Market Data
Education
Jadavpur University 1996 — 1999
Bachelor of Technology (B.Tech.), Instrumentation and Electronics Engineering
University of Calcutta 1992 — 1995
Bachelor of Science (B.Sc.), Physics
E*TRADE Financial Corporation January 2014 - Present
Bloomberg LP April 2013 - January 2014
Cantor Fitzgerald June 2007 - April 2013
UBS July 2006 - June 2007
Intel Corporation March 2005 - June 2006
Oracle May 2004 - March 2005
Siemens July 1999 - April 2004
Skills
Perl, Software Development, Python, Algorithms, Unix, Design Patterns, .NET, Distributed Systems, C++, Agile Methodologies, STL, Java, SQL, Trading Systems, C#, XML, Java Enterprise Edition, Web Services, Market Data
Education
Jadavpur University 1996 — 1999
Bachelor of Technology (B.Tech.), Instrumentation and Electronics Engineering
University of Calcutta 1992 — 1995
Bachelor of Science (B.Sc.), Physics
Jo Chmura Jo Chmura's E*TRADE Financial Corporation Experience August 2015 - Present
Job
Industry Financial Services
Experience
E*TRADE Financial Corporation August 2015 - Present
Moorecroft Systems March 2015 - August 2015
JHC Recruiting, LLC August 2013 - March 2015
Midtown Consulting Group May 2014 - December 2014
Dell January 2013 - August 2013
Deloitte & Touche January 2005 - July 2012
PeopleSoft March 2000 - January 2005
KPMG January 1997 - March 2000
Coty June 1990 - December 1996
Skills
Talent Acquisition, Screening, Sourcing, Recruiting, Strategic Sourcing, Internet Recruiting, HR Transformation, Workforce Planning, Performance Management, Interviews, Human Resources, Management Consulting, CRM, Coaching, Management, Screening Resumes, Applicant Tracking..., PeopleSoft, Leadership, Strategy, Consulting, Talent Management, Temporary Placement, Onboarding, Technical Recruiting, Executive Search, College Recruiting, Benefits Negotiation, Hiring, Taleo, Employee Engagement, Employer Branding, Personnel Management, Organizational Design, Contract Recruitment, HR Consulting, Staff Augmentation, Employee Relations, Vendor Management
Education
University of North Carolina at Chapel Hill 1986 — 1990
BA, Industrial Relations, Human Resources
E*TRADE Financial Corporation August 2015 - Present
Moorecroft Systems March 2015 - August 2015
JHC Recruiting, LLC August 2013 - March 2015
Midtown Consulting Group May 2014 - December 2014
Dell January 2013 - August 2013
Deloitte & Touche January 2005 - July 2012
PeopleSoft March 2000 - January 2005
KPMG January 1997 - March 2000
Coty June 1990 - December 1996
Skills
Talent Acquisition, Screening, Sourcing, Recruiting, Strategic Sourcing, Internet Recruiting, HR Transformation, Workforce Planning, Performance Management, Interviews, Human Resources, Management Consulting, CRM, Coaching, Management, Screening Resumes, Applicant Tracking..., PeopleSoft, Leadership, Strategy, Consulting, Talent Management, Temporary Placement, Onboarding, Technical Recruiting, Executive Search, College Recruiting, Benefits Negotiation, Hiring, Taleo, Employee Engagement, Employer Branding, Personnel Management, Organizational Design, Contract Recruitment, HR Consulting, Staff Augmentation, Employee Relations, Vendor Management
Education
University of North Carolina at Chapel Hill 1986 — 1990
BA, Industrial Relations, Human Resources
Maria (Tony) Paniagua, PMP, CSM Maria (Tony) Paniagua, PMP, CSM's E*TRADE Financial Corporation Experience February 2014 - Present
Job Engineering Program Project Manager
Industry Computer Software
Experience
McAfee January 2015 - Present
E*TRADE Financial Corporation February 2014 - Present
Visa 2013 - February 2014
McAfee 2011 - 2012
CA Technologies 2010 - 2011
CA Technologies (aka. CA Inc.) 2007 - 2010
Micro Focus 2001 - 2007
Merant 1998 - 2001
Micro Focus 1998 - 1998
Skills
PMP, Software Project..., Certified Scrum Master..., Scrum, Agile Project Management, Open Workbench, Clarity, MS Project, PowerPoint, Windows, Linux, Unix, SDLC, Project Managers, Project Management, Team Management, Clarity PPM, PMO, Program Managers, Program Management, Microsoft Office, Excel, Cross-functional Team..., Project Planning, Agile Methodologies, Software Development, Integration, Software Engineering, Team Leadership, Management, Resource Management, Operating Systems, Enterprise Software, Requirements Analysis, Leadership, Project Portfolio..., Strategy, Visio, Java Enterprise Edition, Vendor Management, Web Applications, SharePoint, Account Management, Distributed Systems, SOA, Web Services, Agile & Waterfall..., Cross Functional Team..., Process Improvement
Education
University of California, Davis
BS, Computer Science and Mathematics
McAfee January 2015 - Present
E*TRADE Financial Corporation February 2014 - Present
Visa 2013 - February 2014
McAfee 2011 - 2012
CA Technologies 2010 - 2011
CA Technologies (aka. CA Inc.) 2007 - 2010
Micro Focus 2001 - 2007
Merant 1998 - 2001
Micro Focus 1998 - 1998
Skills
PMP, Software Project..., Certified Scrum Master..., Scrum, Agile Project Management, Open Workbench, Clarity, MS Project, PowerPoint, Windows, Linux, Unix, SDLC, Project Managers, Project Management, Team Management, Clarity PPM, PMO, Program Managers, Program Management, Microsoft Office, Excel, Cross-functional Team..., Project Planning, Agile Methodologies, Software Development, Integration, Software Engineering, Team Leadership, Management, Resource Management, Operating Systems, Enterprise Software, Requirements Analysis, Leadership, Project Portfolio..., Strategy, Visio, Java Enterprise Edition, Vendor Management, Web Applications, SharePoint, Account Management, Distributed Systems, SOA, Web Services, Agile & Waterfall..., Cross Functional Team..., Process Improvement
Education
University of California, Davis
BS, Computer Science and Mathematics
Frank Dragna Frank Dragna's E*TRADE Financial Corporation Experience July 2015 - Present
Job Financial Consultant at E*TRADE Financial Corporation
Industry Investment Management
Experience
E*TRADE Financial Corporation July 2015 - Present
Jack's Ride 2011 - Present
Smart Financial Resources December 2010 - Present
Zahorik Financial and Insurance Services March 2009 - December 2010
TMFS October 2006 - September 2009
Zahorik Finan 2004 - 2006
VALIC Retirement 1999 - 2004
AIG 1999 - 2003
Education
University of Houston
Bachelor of Business Administration (B.B.A.), Marketing/Finance
University of Houston-Downtown
Marketing
E*TRADE Financial Corporation July 2015 - Present
Jack's Ride 2011 - Present
Smart Financial Resources December 2010 - Present
Zahorik Financial and Insurance Services March 2009 - December 2010
TMFS October 2006 - September 2009
Zahorik Finan 2004 - 2006
VALIC Retirement 1999 - 2004
AIG 1999 - 2003
Education
University of Houston
Bachelor of Business Administration (B.B.A.), Marketing/Finance
University of Houston-Downtown
Marketing
Pradeep Subramaniam Pradeep Subramaniam's E*TRADE Financial Corporation Experience June 1999 - September 2008
Job IT Management, Data Centre Operations, HA and Disaster Recovery, Security, Change Management
Industry Financial Services
Experience
CIBC January 2010 - Present
Scotia Capital, A line of business for the Bank of Nova Scotia September 2008 - January 2010
E*Trade Financial Corporation June 1999 - September 2008
Algorithmics Inc. December 1996 - June 1999
SoftQuad Inc November 1995 - December 1996
SCO October 1990 - November 1995
Skills
Solaris, Unix, Data Center, Integration, High Availability, Linux, Networking, Perl, Disaster Recovery, Testing, Shell Scripting, Architecture, Management, Trading Systems, Business Continuity, Infrastructure, Sybase, Virtualization, Cloud Computing, Enterprise Architecture, Java, Software Engineering, SDLC, Vendor Management, Information Technology, Databases, Business Analysis, Security, Software Development, Software Project..., Risk Management, IT Operations
Education
University of Liverpool 1986 — 1989
Bachelor of Science (B.Sc.) with Honours, Computer Science
CIBC January 2010 - Present
Scotia Capital, A line of business for the Bank of Nova Scotia September 2008 - January 2010
E*Trade Financial Corporation June 1999 - September 2008
Algorithmics Inc. December 1996 - June 1999
SoftQuad Inc November 1995 - December 1996
SCO October 1990 - November 1995
Skills
Solaris, Unix, Data Center, Integration, High Availability, Linux, Networking, Perl, Disaster Recovery, Testing, Shell Scripting, Architecture, Management, Trading Systems, Business Continuity, Infrastructure, Sybase, Virtualization, Cloud Computing, Enterprise Architecture, Java, Software Engineering, SDLC, Vendor Management, Information Technology, Databases, Business Analysis, Security, Software Development, Software Project..., Risk Management, IT Operations
Education
University of Liverpool 1986 — 1989
Bachelor of Science (B.Sc.) with Honours, Computer Science
Amy Radin Amy Radin's E*TRADE Financial Corporation Experience September 2010 - January 2012
Job Digital, Marketing, Innovation, Customer Experience | Operating Executive, Interim & Fractional CMO, Angel, Advisor
Industry Financial Services
Experience
AXA Group January 2012 - June 2014
E*TRADE Financial Corporation September 2010 - January 2012
Readers Digest Association, Inc. July 2009 - May 2010
Citi October 2005 - February 2009
Citi October 2004 - September 2005
Citi June 2000 - September 2004
Dime Bancorp, Inc. 1998 - 2000
American Express Company 1985 - 1998
Skills
Advisory Boards, Marketing Leadership, Digital Marketing, Digital Capabilities, Customer Experience, Segmentation, Data Analytics, Business Model..., Innovation Execution, Team Building, Talent Development, Marketing Strategy, Brand Management, Customer Acquisition, Customer Loyalty, Integrated Marketing, Omnichannel Marketing, Multichannel Delivery, customer engagement, Customer Insight, P&L Leadership, Transformation Results, Change Management, Product Marketing, payments, fintech, retail banking, wealth management, Product Management, insurance, Program Management, credit cards, Online Brokerage, Angel Investing, Consulting
Education
University of Pennsylvania - The Wharton School
MBA, Concentration in Marketing
Wesleyan University
BA, Magna cum laude - High Honors, College of Letters and Spanish
AXA Group January 2012 - June 2014
E*TRADE Financial Corporation September 2010 - January 2012
Readers Digest Association, Inc. July 2009 - May 2010
Citi October 2005 - February 2009
Citi October 2004 - September 2005
Citi June 2000 - September 2004
Dime Bancorp, Inc. 1998 - 2000
American Express Company 1985 - 1998
Skills
Advisory Boards, Marketing Leadership, Digital Marketing, Digital Capabilities, Customer Experience, Segmentation, Data Analytics, Business Model..., Innovation Execution, Team Building, Talent Development, Marketing Strategy, Brand Management, Customer Acquisition, Customer Loyalty, Integrated Marketing, Omnichannel Marketing, Multichannel Delivery, customer engagement, Customer Insight, P&L Leadership, Transformation Results, Change Management, Product Marketing, payments, fintech, retail banking, wealth management, Product Management, insurance, Program Management, credit cards, Online Brokerage, Angel Investing, Consulting
Education
University of Pennsylvania - The Wharton School
MBA, Concentration in Marketing
Wesleyan University
BA, Magna cum laude - High Honors, College of Letters and Spanish
Trushar Patel Trushar Patel's E*TRADE Financial Corporation Experience 2015 - Present
Job Director, Product Management at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation 2015 - Present
Jabian Consulting 2008 - 2015
SAP 2006 - 2008
Technisource 2004 - 2006
ING 2001 - 2004
Accenture 1998 - 2001
Skills
Release Management, Business Analysis, Business Management, Agile, ERP, Agile Methodologies, Project Management, Business Process..., Business Process, Software Project..., Requirements Gathering, Systems Analysis, Change Management, Integration, Strategy, Consulting, Outsourcing, Management Consulting, Management, Analysis, Process Improvement, Program Management, Enterprise Architecture, CRM, Governance, IT Strategy, Business Process Design, PMO, Business Process..., Leadership, Business Intelligence, SDLC, Project Planning, Risk Management, Project Portfolio..., Requirements Analysis, Business Transformation, PMP, Solution Architecture, Vendor Management, Visio, IT Transformation, Agile Project Management
Education
University of Georgia - Terry College of Business 1994 — 1998
BBA, Management Information Systems
E*TRADE Financial Corporation 2015 - Present
Jabian Consulting 2008 - 2015
SAP 2006 - 2008
Technisource 2004 - 2006
ING 2001 - 2004
Accenture 1998 - 2001
Skills
Release Management, Business Analysis, Business Management, Agile, ERP, Agile Methodologies, Project Management, Business Process..., Business Process, Software Project..., Requirements Gathering, Systems Analysis, Change Management, Integration, Strategy, Consulting, Outsourcing, Management Consulting, Management, Analysis, Process Improvement, Program Management, Enterprise Architecture, CRM, Governance, IT Strategy, Business Process Design, PMO, Business Process..., Leadership, Business Intelligence, SDLC, Project Planning, Risk Management, Project Portfolio..., Requirements Analysis, Business Transformation, PMP, Solution Architecture, Vendor Management, Visio, IT Transformation, Agile Project Management
Education
University of Georgia - Terry College of Business 1994 — 1998
BBA, Management Information Systems
Katherine Biddle's E*TRADE Financial Corporation Experience February 2015 - April 2015
Job Director Digital Marketing at Prudential Financial
Industry Marketing and Advertising
Experience
Prudential Financial April 2015 - Present
E*TRADE Financial Corporation February 2015 - April 2015
E*TRADE Financial April 2013 - February 2015
E*TRADE Financial October 2009 - April 2013
E*TRADE Financial September 2007 - October 2009
Ocean Reef Club February 2004 - September 2007
Education
University of Maryland College Park 1999 — 2003
BA, Government & Politics
Prudential Financial April 2015 - Present
E*TRADE Financial Corporation February 2015 - April 2015
E*TRADE Financial April 2013 - February 2015
E*TRADE Financial October 2009 - April 2013
E*TRADE Financial September 2007 - October 2009
Ocean Reef Club February 2004 - September 2007
Education
University of Maryland College Park 1999 — 2003
BA, Government & Politics
Ronald Zabriskie's E*TRADE Financial Corporation Experience July 2015 - Present
Job Financial Consultant at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation July 2015 - Present
Militello Capital November 2013 - April 2015
Steben & Company February 2004 - October 2013
Legg Mason 2001 - 2004
H. Beck, Inc. 1998 - 2001
RAF Financial Corporation 1997 - 1998
Skills
Alternative Investments, Managed Futures, Hedge Funds, Asset Allocation, Investment Strategies, Asset Management, Portfolio Management, Wealth Management, New Business Development, Asset Managment, ETFs
Education
University of Maryland College Park
BS Finance, Finance
E*TRADE Financial Corporation July 2015 - Present
Militello Capital November 2013 - April 2015
Steben & Company February 2004 - October 2013
Legg Mason 2001 - 2004
H. Beck, Inc. 1998 - 2001
RAF Financial Corporation 1997 - 1998
Skills
Alternative Investments, Managed Futures, Hedge Funds, Asset Allocation, Investment Strategies, Asset Management, Portfolio Management, Wealth Management, New Business Development, Asset Managment, ETFs
Education
University of Maryland College Park
BS Finance, Finance
Perry Smith Perry Smith's E*TRADE Financial Corporation Experience 2013 - Present
Job Financial Services Representative at E*TRADE Financial Corporation
Industry Investment Management
Experience
E*TRADE Financial Corporation 2013 - Present
Skills
Investments, Series 7, Wealth Management, Asset Allocation, Investment Advisory, Mutual Funds, Series 63, Investment Strategies, Portfolio Management, Retirement Planning, Alternative Investments, Equities, Asset Management, Fixed Income, Series 65
Education
University of Alabama 1989 — 1996
BS, Marketing
E*TRADE Financial Corporation 2013 - Present
Skills
Investments, Series 7, Wealth Management, Asset Allocation, Investment Advisory, Mutual Funds, Series 63, Investment Strategies, Portfolio Management, Retirement Planning, Alternative Investments, Equities, Asset Management, Fixed Income, Series 65
Education
University of Alabama 1989 — 1996
BS, Marketing
Danielle Weiss Danielle Weiss's E*TRADE Financial Corporation Experience October 2014 - Present
Job Corporate Communications Specialist at E*TRADE Financial Corporation
Industry Marketing and Advertising
Experience
E*TRADE Financial Corporation October 2014 - Present
E*TRADE Financial Corporation August 2014 - October 2014
Ignite Events January 2014 - April 2014
Camp Sabra 2012 - 2013
Instructional Computing Services 2010 - 2013
Wishberry 2011 - 2011
College Works Painting 2009 - 2010
Eva Danielle 2009 - 2010
Maryville Dermatology Center 2009 - 2009
Skills
Social Media, Internal & External..., Corporate Communications, Event Planning, Event Marketing Strategy, Public Relations, Content Marketing, Creative Solutions, Teamwork, Communication, Critical Thinking, Marketing Strategy, Social Media Marketing, Time Management, Leadership Development, Leadership, Marketing, Management, Budgets, PowerPoint, Creative Writing, Integrated Marketing, Customer Service, Social Networking, Research, Public Speaking, Sales, Writing, Microsoft Office, Microsoft Word, Microsoft Excel, Financial Analysis, InDesign, Content Management, WordPress, Facebook, Blogging, Community Service, Outlook
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2013
Bachelor of Science (BS), Marketing and Management
University of Melbourne 2011 — 2011
Study Abroad, International Marketing
Edwardsville High School 2005 — 2009
High School Diploma
E*TRADE Financial Corporation October 2014 - Present
E*TRADE Financial Corporation August 2014 - October 2014
Ignite Events January 2014 - April 2014
Camp Sabra 2012 - 2013
Instructional Computing Services 2010 - 2013
Wishberry 2011 - 2011
College Works Painting 2009 - 2010
Eva Danielle 2009 - 2010
Maryville Dermatology Center 2009 - 2009
Skills
Social Media, Internal & External..., Corporate Communications, Event Planning, Event Marketing Strategy, Public Relations, Content Marketing, Creative Solutions, Teamwork, Communication, Critical Thinking, Marketing Strategy, Social Media Marketing, Time Management, Leadership Development, Leadership, Marketing, Management, Budgets, PowerPoint, Creative Writing, Integrated Marketing, Customer Service, Social Networking, Research, Public Speaking, Sales, Writing, Microsoft Office, Microsoft Word, Microsoft Excel, Financial Analysis, InDesign, Content Management, WordPress, Facebook, Blogging, Community Service, Outlook
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2013
Bachelor of Science (BS), Marketing and Management
University of Melbourne 2011 — 2011
Study Abroad, International Marketing
Edwardsville High School 2005 — 2009
High School Diploma
Kamron Sherkat's E*TRADE Financial Corporation Experience June 2014 - August 2014
Job Student at the University of Arizona
Industry Financial Services
Experience
JusCollege August 2013 - Present
E*TRADE Financial Corporation June 2014 - August 2014
University of Arizona Bookstores July 2013 - December 2013
Spotify April 2013 - June 2013
Los Altos Recreation Department May 2009 - August 2012
Skills
Time Management, Customer Service, Microsoft Excel, Event Planning, Typing, PowerPoint, Microsoft Office, Data Entry, Sales, Social Networking, Facebook, Cashiering, Customer Engagement, Microsoft Word, Budgets, Teamwork, Data Analysis, Market Research, Social Media, Social Media Marketing, Economics, Event Management, Outlook, Retail, Critical Thinking, Sales Genie, Wire Transfers, Checks, Leadership
Education
University of Arizona 2011 — 2015
Bachelor's degree, Economics
Mountain View High School 2007 — 2011
High School Diploma
JusCollege August 2013 - Present
E*TRADE Financial Corporation June 2014 - August 2014
University of Arizona Bookstores July 2013 - December 2013
Spotify April 2013 - June 2013
Los Altos Recreation Department May 2009 - August 2012
Skills
Time Management, Customer Service, Microsoft Excel, Event Planning, Typing, PowerPoint, Microsoft Office, Data Entry, Sales, Social Networking, Facebook, Cashiering, Customer Engagement, Microsoft Word, Budgets, Teamwork, Data Analysis, Market Research, Social Media, Social Media Marketing, Economics, Event Management, Outlook, Retail, Critical Thinking, Sales Genie, Wire Transfers, Checks, Leadership
Education
University of Arizona 2011 — 2015
Bachelor's degree, Economics
Mountain View High School 2007 — 2011
High School Diploma
Daniel Jonathan Daniel Jonathan's E*TRADE Financial Corporation Experience November 2011 - March 2012
Job Credit Analyst Commodity Structured Finance at BNP Paribas
Industry Financial Services
Experience
BNP Paribas April 2012 - Present
E*TRADE Financial Corporation November 2011 - March 2012
Bloomberg June 2010 - November 2011
Bloomberg February 2010 - May 2010
Allen Family Foods June 2009 - August 2009
Green Diesel, LLC June 2007 - August 2007
Skills
Bloomberg Excel API, Microsoft Excel, Bloomberg, Bloomberg Terminal, Equities, Fixed Income, Derivatives, PowerPoint, Research, Financial Analysis, Microsoft Word, Microsoft Office, Trading, Project Management, Data Analysis, Analysis
Education
University of Delaware 2005 — 2009
B.S., Agribusiness, Resource Economics
BNP Paribas April 2012 - Present
E*TRADE Financial Corporation November 2011 - March 2012
Bloomberg June 2010 - November 2011
Bloomberg February 2010 - May 2010
Allen Family Foods June 2009 - August 2009
Green Diesel, LLC June 2007 - August 2007
Skills
Bloomberg Excel API, Microsoft Excel, Bloomberg, Bloomberg Terminal, Equities, Fixed Income, Derivatives, PowerPoint, Research, Financial Analysis, Microsoft Word, Microsoft Office, Trading, Project Management, Data Analysis, Analysis
Education
University of Delaware 2005 — 2009
B.S., Agribusiness, Resource Economics
Aditya Narain Aditya Narain's E*TRADE Financial Corporation Experience 2001 - 2004
Job GE Capital | Global Finance & Corporate Risk Executive | Recognized for delivering on strategic priorities & growth
Industry Financial Services
Experience
GE Capital July 2014 - Present
GE Capital July 2012 - July 2014
GE Capital June 2006 - June 2012
GE Capital June 2004 - June 2006
E*Trade Financial Corporation 2001 - 2004
World Trade Organization September 2002 - December 2002
Skills
Corporate Finance, Financial Analysis, Auditing, Managerial Finance, Financial Modeling, Mergers & Acquisitions, Leadership, Strategic Financial..., Valuation, Due Diligence
Education
University of Maryland - Robert H. Smith School of Business 2000 — 2004
Bachelor of Science (B.S.), Finance, Management, Magna Cum Laude
John F. Welch Leadership Center (Crotonville) GE 2013 — 2013
Manager Development Course
GE Capital July 2014 - Present
GE Capital July 2012 - July 2014
GE Capital June 2006 - June 2012
GE Capital June 2004 - June 2006
E*Trade Financial Corporation 2001 - 2004
World Trade Organization September 2002 - December 2002
Skills
Corporate Finance, Financial Analysis, Auditing, Managerial Finance, Financial Modeling, Mergers & Acquisitions, Leadership, Strategic Financial..., Valuation, Due Diligence
Education
University of Maryland - Robert H. Smith School of Business 2000 — 2004
Bachelor of Science (B.S.), Finance, Management, Magna Cum Laude
John F. Welch Leadership Center (Crotonville) GE 2013 — 2013
Manager Development Course
Saahil Jain Saahil Jain's E*TRADE Financial Corporation Experience August 2014 - Present
Job Branch Services Representative at E*TRADE
Industry Architecture & Planning
Experience
E*TRADE Financial Corporation August 2014 - Present
American Eagle Outfitters August 2014 - Present
American Eagle Outfitters September 2013 - August 2014
Chambers Group, Inc. June 2013 - November 2013
American Eagle Outfitters September 2011 - September 2013
Skills
Teamwork, Time Management, Community Outreach, Data Analysis, Leadership, Public Speaking, Project Planning, Planning, Development, Architecture, Enjoy Working with..., Group Work, Work Well Independently
Education
University of California, San Diego 2011 — 2014
Bachelor of Science (B.S.), Urban Studies and Planning
E*TRADE Financial Corporation August 2014 - Present
American Eagle Outfitters August 2014 - Present
American Eagle Outfitters September 2013 - August 2014
Chambers Group, Inc. June 2013 - November 2013
American Eagle Outfitters September 2011 - September 2013
Skills
Teamwork, Time Management, Community Outreach, Data Analysis, Leadership, Public Speaking, Project Planning, Planning, Development, Architecture, Enjoy Working with..., Group Work, Work Well Independently
Education
University of California, San Diego 2011 — 2014
Bachelor of Science (B.S.), Urban Studies and Planning
Patrick Jones's E*TRADE Financial Corporation Experience October 2014 - Present
Job Director of Social Media at E*TRADE Financial Corporation
Industry Public Relations and Communications
Experience
E*TRADE Financial Corporation October 2014 - Present
Skills
Strategic Communications, Blogging, Media Relations, Press Releases, Public Relations, Social Media Marketing, Editing, Corporate Communications, Internal Communications, Social Media, Public Speaking, Strategy, Leadership, New Media, Publicity, Public Affairs, Marketing, Marketing Communications, Crisis Communications, Social Networking, Marketing Strategy, Digital Marketing
Education
University of South Carolina - Darla Moore School of Business 2002 — 2006
Bachelors, Marketing and Management
Hilton Head Christian Academy 1999 — 2002
University of Westminster
E*TRADE Financial Corporation October 2014 - Present
Skills
Strategic Communications, Blogging, Media Relations, Press Releases, Public Relations, Social Media Marketing, Editing, Corporate Communications, Internal Communications, Social Media, Public Speaking, Strategy, Leadership, New Media, Publicity, Public Affairs, Marketing, Marketing Communications, Crisis Communications, Social Networking, Marketing Strategy, Digital Marketing
Education
University of South Carolina - Darla Moore School of Business 2002 — 2006
Bachelors, Marketing and Management
Hilton Head Christian Academy 1999 — 2002
University of Westminster
Melissa (MacIsaac) O'Bryan's E*TRADE Financial Corporation Experience 2010 - 2012
Job Certified Partner & Advanced Certification Specialist at Digital Marketer
Industry Marketing and Advertising
Experience
Digital Marketer 2015 - Present
Independent Digital Marketing Consultant 2014 - 2015
Wells Fargo Advisors 2012 - 2014
E*TRADE Financial Corporation 2010 - 2012
Southeast Surgical 2008 - 2010
Prudential Florida WCI Realty 2004 - 2008
Skills
Marketing, Digital Strategy, Email Marketing, PPC, Google Adwords, Digital Marketing, Marketing Strategy, Sales Funnel..., Sales Funnels, Retargeting, Traffic Generation, Landing Pages, Social Media Marketing, Landing Page..., Content Marketing, Custom Facebook Pages, Email Strategy, Facebook, Mobile Marketing, Funnel Optimization, Conversion Optimization, Email Marketing Software, Integrated Marketing, Facebook Marketing, Twitter, Twitter Marketing, Google+, Google Analytics, Direct Mail Campaigns, Website Creation, Mobile Advertising, Video Production, Social Media, Social Networking, Small Business, Web Design, Analytics, Facebook Fan Page..., Facebook Fan Page..., YouTube, Email List Building, Linkedin Marketing, Sales, Account Management, Strategic Planning, Team Building, SEO
Education
University of Florida
Bachelor’s Degree, Business Administration, 3.3
Digital Marketer 2015 - Present
Independent Digital Marketing Consultant 2014 - 2015
Wells Fargo Advisors 2012 - 2014
E*TRADE Financial Corporation 2010 - 2012
Southeast Surgical 2008 - 2010
Prudential Florida WCI Realty 2004 - 2008
Skills
Marketing, Digital Strategy, Email Marketing, PPC, Google Adwords, Digital Marketing, Marketing Strategy, Sales Funnel..., Sales Funnels, Retargeting, Traffic Generation, Landing Pages, Social Media Marketing, Landing Page..., Content Marketing, Custom Facebook Pages, Email Strategy, Facebook, Mobile Marketing, Funnel Optimization, Conversion Optimization, Email Marketing Software, Integrated Marketing, Facebook Marketing, Twitter, Twitter Marketing, Google+, Google Analytics, Direct Mail Campaigns, Website Creation, Mobile Advertising, Video Production, Social Media, Social Networking, Small Business, Web Design, Analytics, Facebook Fan Page..., Facebook Fan Page..., YouTube, Email List Building, Linkedin Marketing, Sales, Account Management, Strategic Planning, Team Building, SEO
Education
University of Florida
Bachelor’s Degree, Business Administration, 3.3
Kiu Chan's E*TRADE Financial Corporation Experience September 2008 - February 2011
Job Compliance Examiner at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research, Inc. September 2014 - Present
BB&T Capital Markets October 2012 - September 2014
Fidelity Investments February 2011 - September 2012
E*TRADE Financial Corporation September 2008 - February 2011
Wachovia Securities Financial Network September 2004 - September 2008
Skills
Risk Management, Wealth Management, Mutual Funds, Series 63, Leadership, Investments, Series 7, Portfolio Management, Banking, Series 24, Financial Planning
Education
Duluth High School
Duluth High School
University of Maryland College Park
University of Maryland University College
Computer Science
Cambridge Investment Research, Inc. September 2014 - Present
BB&T Capital Markets October 2012 - September 2014
Fidelity Investments February 2011 - September 2012
E*TRADE Financial Corporation September 2008 - February 2011
Wachovia Securities Financial Network September 2004 - September 2008
Skills
Risk Management, Wealth Management, Mutual Funds, Series 63, Leadership, Investments, Series 7, Portfolio Management, Banking, Series 24, Financial Planning
Education
Duluth High School
Duluth High School
University of Maryland College Park
University of Maryland University College
Computer Science
Jacqueline Floyd's E*TRADE Financial Corporation Experience January 2015 - Present
Job Senior Financial Service Representative at E*TRADE Financial
Industry Executive Office
Experience
E*TRADE Financial Corporation January 2015 - Present
CMD / Reed Construction Data September 2014 - November 2014
American Water 2013 - 2014
University of South Alabama November 2011 - December 2012
Sears Holdings Corporation April 2010 - January 2011
West Corporation January 2008 - June 2009
Skills
Accounts Receivable, New Hire Training, Development Of Employees, Performance Audits, IT Systems Training, Project Management, Microsoft Office Suite
Education
University of South Alabama 2009 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
E*TRADE Financial Corporation January 2015 - Present
CMD / Reed Construction Data September 2014 - November 2014
American Water 2013 - 2014
University of South Alabama November 2011 - December 2012
Sears Holdings Corporation April 2010 - January 2011
West Corporation January 2008 - June 2009
Skills
Accounts Receivable, New Hire Training, Development Of Employees, Performance Audits, IT Systems Training, Project Management, Microsoft Office Suite
Education
University of South Alabama 2009 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Yazmin Acevedo's E*TRADE Financial Corporation Experience August 2006 - May 2007
Job Customer Service Specialist
Industry Consumer Services
Experience
Tampa Armature Works March 2014 - Present
HSN April 2010 - March 2012
Wachovia June 2007 - December 2008
E*TRADE Financial Corporation August 2006 - May 2007
Ford Motor Credit Company September 2003 - August 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Data Entry, Time Management, Negotiation, Team Building, Process Improvement, Sales
Education
University of Phoenix
Business Administration and Management, General
Tampa Armature Works March 2014 - Present
HSN April 2010 - March 2012
Wachovia June 2007 - December 2008
E*TRADE Financial Corporation August 2006 - May 2007
Ford Motor Credit Company September 2003 - August 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Data Entry, Time Management, Negotiation, Team Building, Process Improvement, Sales
Education
University of Phoenix
Business Administration and Management, General
Betty Mac Betty Mac's E*TRADE Financial Corporation Experience 2012 - 2013
Job Registered Representative at Muriel Siebert & Co., Inc. Member NYSE, FINRA & SIPC
Industry Financial Services
Experience
Muriel Siebert & Co., Inc. Member NYSE, FINRA & SIPC 2014 - Present
E*TRADE Financial Corporation 2012 - 2013
Fidelity Investments 2010 - 2012
Skills
Investments, Securities Regulation, Retirement Planning, New Business Development, Customer Service, Mutual Funds, Analysis, Business Analysis, Databases, Relationship Management, Series 7, Series 63, Municipal Bonds, Conflict Resolution, Training, Microsoft Excel, Macro, PowerPoint, SQL, Account Management, Project Management, Web Design, Data Management, Data Analysis, Conflict Management, Customer Relations, Financial Forecasting, Wealth Management, Customer Acquisition, Customer Engagement, ETFs, Foreign Policy, Start-ups, Startup Development, Education, Financial Services, Finance, Trading, CRM, Management, Asset Management
Education
University of Massachusetts, Amherst 2005 — 2009
BA, Economics
Muriel Siebert & Co., Inc. Member NYSE, FINRA & SIPC 2014 - Present
E*TRADE Financial Corporation 2012 - 2013
Fidelity Investments 2010 - 2012
Skills
Investments, Securities Regulation, Retirement Planning, New Business Development, Customer Service, Mutual Funds, Analysis, Business Analysis, Databases, Relationship Management, Series 7, Series 63, Municipal Bonds, Conflict Resolution, Training, Microsoft Excel, Macro, PowerPoint, SQL, Account Management, Project Management, Web Design, Data Management, Data Analysis, Conflict Management, Customer Relations, Financial Forecasting, Wealth Management, Customer Acquisition, Customer Engagement, ETFs, Foreign Policy, Start-ups, Startup Development, Education, Financial Services, Finance, Trading, CRM, Management, Asset Management
Education
University of Massachusetts, Amherst 2005 — 2009
BA, Economics
Rachel Witkiewicz's E*TRADE Financial Corporation Experience July 2014 - February 2015
Job Talent Development Specialist at Ultimate Software
Industry Insurance
Experience
Ultimate Software March 2015 - Present
E*TRADE Financial Corporation July 2014 - February 2015
E*TRADE Financial Corporation April 2014 - July 2014
Catlin February 2007 - April 2014
Skills
Human Resources, Personnel Management, Workers Compensation, Employee Benefits, Performance Management, Employee Relations, Talent Management, Employee Engagement, Benefits Administration, Recruiting, Onboarding, HRIS, Performance Appraisal, Deferred Compensation, HR Policies, Management
Education
Langevin
Langevin
University of Louisiana at Lafayette
Bachelor's degree, Liberal Arts and Sciences, General Studies and Humanities
Ultimate Software March 2015 - Present
E*TRADE Financial Corporation July 2014 - February 2015
E*TRADE Financial Corporation April 2014 - July 2014
Catlin February 2007 - April 2014
Skills
Human Resources, Personnel Management, Workers Compensation, Employee Benefits, Performance Management, Employee Relations, Talent Management, Employee Engagement, Benefits Administration, Recruiting, Onboarding, HRIS, Performance Appraisal, Deferred Compensation, HR Policies, Management
Education
Langevin
Langevin
University of Louisiana at Lafayette
Bachelor's degree, Liberal Arts and Sciences, General Studies and Humanities
Nat Darnieder Nat Darnieder's E*TRADE Financial Corporation Experience 2005 - 2006
Job Financial Services Professional
Industry Financial Services
Experience
E*TRADE / SUSQUEHANNA 2006 - November 2014
Growth Spurts March 2011 - April 2014
E*TRADE Financial Corporation 2005 - 2006
E*TRADE Financial Corporation 2001 - 2006
DEMPSEY & CO. 2001 - 2001
GVR & CO. 1999 - 2001
GVR & CO. 1998 - 1999
KEMPER MUTUAL FUNDS 1997 - 1998
Skills
Series 7, Mutual Funds, Series 63, Series 6, series 55, 403 b, SEP IRA, Simple IRA, Fixed Annuities, Variable Annuities, Asset Allocation, Business Continuity..., Business Overhead..., Buy-sell Agreements, Charitable Giving, College Funding..., Deferred Compensation, Dental Insurance, Disability Insurance, Estate Planning, Executive Benefit..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs, Roth IRA, Key Person Insurance, Long Term Care Insurance, Pension Funds, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life, Employee Wellness..., Wealth Accumulation, Whole Life
Education
University of Illinois at Chicago 1993 — 1997
Bachelor's Degree, Psychology
E*TRADE / SUSQUEHANNA 2006 - November 2014
Growth Spurts March 2011 - April 2014
E*TRADE Financial Corporation 2005 - 2006
E*TRADE Financial Corporation 2001 - 2006
DEMPSEY & CO. 2001 - 2001
GVR & CO. 1999 - 2001
GVR & CO. 1998 - 1999
KEMPER MUTUAL FUNDS 1997 - 1998
Skills
Series 7, Mutual Funds, Series 63, Series 6, series 55, 403 b, SEP IRA, Simple IRA, Fixed Annuities, Variable Annuities, Asset Allocation, Business Continuity..., Business Overhead..., Buy-sell Agreements, Charitable Giving, College Funding..., Deferred Compensation, Dental Insurance, Disability Insurance, Estate Planning, Executive Benefit..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs, Roth IRA, Key Person Insurance, Long Term Care Insurance, Pension Funds, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life, Employee Wellness..., Wealth Accumulation, Whole Life
Education
University of Illinois at Chicago 1993 — 1997
Bachelor's Degree, Psychology
Tom Piazza Tom Piazza's E*TRADE Financial Corporation Experience June 2007 - March 2008
Job WFA Regional Supervisor at Wells Fargo Advisors
Industry Accounting
Experience
Wells Fargo Advisors August 2014 - Present
Wells Fargo Advisors October 2010 - August 2014
Merrill Lynch March 2008 - October 2010
E*TRADE Financial Corporation June 2007 - March 2008
Skills
Finance, Trading, Supervision, Trade Compliance, Mutual Funds, Stocks, Managed Money, General Securities...
Education
University of South Carolina-Columbia 2003 — 2007
Bachelor's Degree, Economics, 2.8
Wells Fargo Advisors August 2014 - Present
Wells Fargo Advisors October 2010 - August 2014
Merrill Lynch March 2008 - October 2010
E*TRADE Financial Corporation June 2007 - March 2008
Skills
Finance, Trading, Supervision, Trade Compliance, Mutual Funds, Stocks, Managed Money, General Securities...
Education
University of South Carolina-Columbia 2003 — 2007
Bachelor's Degree, Economics, 2.8
Dawn Evans Dawn Evans's E*TRADE Financial Corporation Experience June 1998 - October 2001
Job Corporate Funding Manager at PRMG
Industry Real Estate
Experience
PRMG, Inc. July 2013 - Present
National Notary Association October 2013 - March 2014
Network Capital Funding Corporation October 2012 - June 2013
FieldChoice, LLC September 2011 - April 2013
FieldChoice, LLC September 2011 - September 2012
loanDepot August 2010 - September 2011
Pinnacle Real Estate Services, Inc. June 2002 - April 2008
Statewide Documentation October 2001 - August 2002
E*TRADE Financial Corporation June 1998 - October 2001
DAC-Document Assistance Corporation August 1996 - June 1998
Skills
Team Building, Negotiation, Customer Service, Business Development, Strategic Planning, Problem Solving, Organizational..., New Business Development, Technology Product..., Increased Profitability, Increase Productivity, Time Management, Entrepreneurship, Management, Operations Management, Leadership, Start-ups, Executive Management, Sales Management, Finance, Residential Mortgages, Refinance, Mortgage Banking, Real Estate, Mortgage Lending, Loans
Education
University of Phoenix
Bachelor's Degree, Business Administration, Management and Operations
PRMG, Inc. July 2013 - Present
National Notary Association October 2013 - March 2014
Network Capital Funding Corporation October 2012 - June 2013
FieldChoice, LLC September 2011 - April 2013
FieldChoice, LLC September 2011 - September 2012
loanDepot August 2010 - September 2011
Pinnacle Real Estate Services, Inc. June 2002 - April 2008
Statewide Documentation October 2001 - August 2002
E*TRADE Financial Corporation June 1998 - October 2001
DAC-Document Assistance Corporation August 1996 - June 1998
Skills
Team Building, Negotiation, Customer Service, Business Development, Strategic Planning, Problem Solving, Organizational..., New Business Development, Technology Product..., Increased Profitability, Increase Productivity, Time Management, Entrepreneurship, Management, Operations Management, Leadership, Start-ups, Executive Management, Sales Management, Finance, Residential Mortgages, Refinance, Mortgage Banking, Real Estate, Mortgage Lending, Loans
Education
University of Phoenix
Bachelor's Degree, Business Administration, Management and Operations
ByungSoo Ko ByungSoo Ko's E*TRADE Financial Corporation Experience July 2014 - Present
Job Software Engineer at E*TRADE Financial Corporation
Industry Computer Software
Experience
E*TRADE Financial Corporation July 2014 - Present
Skills
AngularJS, JavaScript, Java, CSS, Python, HTML5, Scheme, Django, C
Education
University of California, Berkeley 2010 — 2014
Computer Science, Bachelor of Arts (BA)
E*TRADE Financial Corporation July 2014 - Present
Skills
AngularJS, JavaScript, Java, CSS, Python, HTML5, Scheme, Django, C
Education
University of California, Berkeley 2010 — 2014
Computer Science, Bachelor of Arts (BA)
Jim Stoops, CRPC, AWMA Jim Stoops, CRPC, AWMA's E*TRADE Financial Corporation Experience February 2007 - December 2007
Job First Vice President Investments @ Raymond James, Traverse City, MI / Naperville, IL
Industry Financial Services
Experience
Raymond James & Associates, Inc. May 2015 - Present
Charles Schwab December 2007 - May 2015
E*TRADE Financial Corporation February 2007 - December 2007
Merrill Lynch August 2004 - February 2007
San Francisco Giants, Colorado Rockies, New York Yankees June 1995 - August 2004
Skills
Wealth Management, Series 7, Financial Planning, Investments, Retirement Planning, Portfolio Management
Education
University of South Carolina-Columbia 1990 — 1994
Bachelor of Science (B.S.), Business Administration and Management, General
Raymond James & Associates, Inc. May 2015 - Present
Charles Schwab December 2007 - May 2015
E*TRADE Financial Corporation February 2007 - December 2007
Merrill Lynch August 2004 - February 2007
San Francisco Giants, Colorado Rockies, New York Yankees June 1995 - August 2004
Skills
Wealth Management, Series 7, Financial Planning, Investments, Retirement Planning, Portfolio Management
Education
University of South Carolina-Columbia 1990 — 1994
Bachelor of Science (B.S.), Business Administration and Management, General
Wesley Morris's E*TRADE Financial Corporation Experience July 2009 - Present
Job Financial Consultant
Industry Financial Services
Experience
E*TRADE Financial Corporation July 2009 - Present
Freelance Videography November 2009 - December 2013
Edward Jones Investments February 2008 - July 2009
Real Estate Speculation May 2006 - June 2008
Independent Mortgage Broker February 2006 - February 2008
Countrywide's Full Spectrum Lending (Acquired by Bank of America) June 2005 - February 2006
SBC / AT&T June 2003 - June 2005
Education
University of Georgia - Terry College of Business 1999 — 2003
BBA, Banking and Finance, Magna Cum Laude w/ Honors 3.6 / 3.8 / 4.0 (Overall/Business/Honors)
University of Georgia - Terry College of Business 1999 — 2003
Bachelor of Business Administration (B.B.A.), Banking and Finance
E*TRADE Financial Corporation July 2009 - Present
Freelance Videography November 2009 - December 2013
Edward Jones Investments February 2008 - July 2009
Real Estate Speculation May 2006 - June 2008
Independent Mortgage Broker February 2006 - February 2008
Countrywide's Full Spectrum Lending (Acquired by Bank of America) June 2005 - February 2006
SBC / AT&T June 2003 - June 2005
Education
University of Georgia - Terry College of Business 1999 — 2003
BBA, Banking and Finance, Magna Cum Laude w/ Honors 3.6 / 3.8 / 4.0 (Overall/Business/Honors)
University of Georgia - Terry College of Business 1999 — 2003
Bachelor of Business Administration (B.B.A.), Banking and Finance
Monica Suess Monica Suess's E*TRADE Financial Corporation Experience February 2015 - Present
Job E*TRADE
Industry Financial Services
Experience
E*TRADE Financial Corporation February 2015 - Present
Morgan Stanley Wealth Management January 2012 - December 2014
Morgan Stanley October 2004 - December 2011
Morgan Stanley May 1999 - September 2004
Skills
Call Center..., Microsoft Excel, Business Analysis, Data Analysis, People Development, Project Management, Series 7, Series 63, Series 9, FINRA, Fixed Income, Equities, Finance, Financial Services, Investments, Management, Business Strategy, Mutual Funds, Securities, Risk Management, Wealth Management
Education
University of Phoenix 2007 — 2009
Business Administration and Management, General
Granite 1993 — 1996
High School
E*TRADE Financial Corporation February 2015 - Present
Morgan Stanley Wealth Management January 2012 - December 2014
Morgan Stanley October 2004 - December 2011
Morgan Stanley May 1999 - September 2004
Skills
Call Center..., Microsoft Excel, Business Analysis, Data Analysis, People Development, Project Management, Series 7, Series 63, Series 9, FINRA, Fixed Income, Equities, Finance, Financial Services, Investments, Management, Business Strategy, Mutual Funds, Securities, Risk Management, Wealth Management
Education
University of Phoenix 2007 — 2009
Business Administration and Management, General
Granite 1993 — 1996
High School
Boriss Bikosvili Boriss Bikosvili's E*TRADE Financial Corporation Experience September 2015 - Present
Job Assistant Vice President, Financial Solutions Advisor
Industry Banking
Experience
E*TRADE Financial Corporation September 2015 - Present
Bank of America October 2014 - September 2015
First Republic Bank August 2013 - September 2014
SGC Financial May 2012 - June 2013
Viral Impressions August 2011 - January 2012
Enterprise Rent-A-Car June 2011 - August 2011
HumidorParadise.com September 2010 - July 2011
Jewish Community Center March 2008 - March 2011
Skills
Customer Service, Social Media, Event Planning, Sales, Marketing, Financial Analysis, Salesforce.com, Marketing Strategy, Finance, Business Development, Social Media Marketing, Fundraising
Education
University of San Francisco 2009 — 2011
Business Administration, Finance and Marketing
Hebrew Academy of San Francisco 2005 — 2007
E*TRADE Financial Corporation September 2015 - Present
Bank of America October 2014 - September 2015
First Republic Bank August 2013 - September 2014
SGC Financial May 2012 - June 2013
Viral Impressions August 2011 - January 2012
Enterprise Rent-A-Car June 2011 - August 2011
HumidorParadise.com September 2010 - July 2011
Jewish Community Center March 2008 - March 2011
Skills
Customer Service, Social Media, Event Planning, Sales, Marketing, Financial Analysis, Salesforce.com, Marketing Strategy, Finance, Business Development, Social Media Marketing, Fundraising
Education
University of San Francisco 2009 — 2011
Business Administration, Finance and Marketing
Hebrew Academy of San Francisco 2005 — 2007
Darius D. Hicks's E*TRADE Financial Corporation Experience April 2014 - July 2015
Job Investment Professional
Industry Financial Services
Experience
E*TRADE Financial Corporation April 2014 - July 2015
TD Ameritrade November 2011 - February 2014
Edward Jones July 2009 - November 2011
Edward Jones June 2009 - June 2010
Skills
Asset Allocation, Series 7, Sales Prospecting, Series 66, Personal Financial...
Education
University of Central Florida 2006 — 2009
Bachelor's degree, Business Administration and Management, General
University of West Florida 2004 — 2006
Business Administration and Management, General
E*TRADE Financial Corporation April 2014 - July 2015
TD Ameritrade November 2011 - February 2014
Edward Jones July 2009 - November 2011
Edward Jones June 2009 - June 2010
Skills
Asset Allocation, Series 7, Sales Prospecting, Series 66, Personal Financial...
Education
University of Central Florida 2006 — 2009
Bachelor's degree, Business Administration and Management, General
University of West Florida 2004 — 2006
Business Administration and Management, General
Michelle May's E*TRADE Financial Corporation Experience April 2015 - Present
Job Relationship Manager
Industry Financial Services
Experience
E*TRADE Financial Corporation April 2015 - Present
Mallinckrodt Pharmaceuticals (formerly Questcor) August 2014 - January 2015
Questcor Pharmaceuticals May 2012 - August 2014
Peregrine Pharmaceuticals January 2011 - May 2012
Valeant Pharmaceuticals (formerly ICN Pharmaceuticals) July 2000 - December 2010
Skills
Sarbanes-Oxley Act, Incentive Programs, Executive Pay, Restricted Stock, Employee Stock Options, ESPP, Black-Scholes, Proxy Statements, SEC filings, Stocks, Mergers & Acquisitions, Options, IPO, Investor Relations, Compensation & Benefit, Securities, FAS123, Dividends, Corporate Governance, Equity Compensation, Equities, Acquisition Integration, Pharmaceutical Industry, Financial Analysis, Process Improvement, Cross-functional Team..., Management, SEC Filings
Education
University of California, Los Angeles 1993 — 1995
Bachelor of Arts, English
E*TRADE Financial Corporation April 2015 - Present
Mallinckrodt Pharmaceuticals (formerly Questcor) August 2014 - January 2015
Questcor Pharmaceuticals May 2012 - August 2014
Peregrine Pharmaceuticals January 2011 - May 2012
Valeant Pharmaceuticals (formerly ICN Pharmaceuticals) July 2000 - December 2010
Skills
Sarbanes-Oxley Act, Incentive Programs, Executive Pay, Restricted Stock, Employee Stock Options, ESPP, Black-Scholes, Proxy Statements, SEC filings, Stocks, Mergers & Acquisitions, Options, IPO, Investor Relations, Compensation & Benefit, Securities, FAS123, Dividends, Corporate Governance, Equity Compensation, Equities, Acquisition Integration, Pharmaceutical Industry, Financial Analysis, Process Improvement, Cross-functional Team..., Management, SEC Filings
Education
University of California, Los Angeles 1993 — 1995
Bachelor of Arts, English
Dominick Molinari's E*TRADE Financial Corporation Experience June 2014 - August 2014
Job Financial Analyst at Ralph Lauren Club Monaco
Industry Financial Services
Experience
Club Monaco September 2015 - Present
E*TRADE Financial Corporation June 2014 - August 2014
New York City Law Department June 2013 - August 2013
Richmond County District Attorney's Office May 2012 - August 2012
DesignPoint Solutions June 2011 - August 2011
DesignPoint Solutions June 2010 - August 2010
Skills
Salesforce, Leadership, Public Speaking, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Prospect Research, Conversational Spanish
Education
University of Miami - School of Business 2011 — 2015
Bachelor of Science in Business Administration, Finance Major Economics Minor
Westfield High School 2007 — 2011
Club Monaco September 2015 - Present
E*TRADE Financial Corporation June 2014 - August 2014
New York City Law Department June 2013 - August 2013
Richmond County District Attorney's Office May 2012 - August 2012
DesignPoint Solutions June 2011 - August 2011
DesignPoint Solutions June 2010 - August 2010
Skills
Salesforce, Leadership, Public Speaking, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Prospect Research, Conversational Spanish
Education
University of Miami - School of Business 2011 — 2015
Bachelor of Science in Business Administration, Finance Major Economics Minor
Westfield High School 2007 — 2011
Jonathan N. Freedman Jonathan N. Freedman's E*TRADE Financial Corporation Experience May 2004 - August 2005
Job Director at Fishbowl Marketing
Industry Internet
Experience
Fishbowl Marketing May 2011 - Present
AARP Services August 2008 - May 2011
MissionFish January 2008 - August 2008
comScore, Inc. January 2007 - January 2008
Merchant Link August 2005 - January 2007
E*TRADE Financial Corporation May 2004 - August 2005
Proxicom June 1998 - June 2003
Skills
Program Management, Product Management, Software Development, Strategy, Business Development, Project Management, Valuation, Financial Services, User Experience, Finance, Strategic Partnerships, Agile Methodologies, Management, Strategic Planning, SaaS, Cross-functional Team..., Analytics, Consulting, E-commerce, CRM, Market Research, Start-ups, Marketing Strategy, Digital Marketing
Education
Other
University of Colorado
BA, Liberal Arts
University of Maryland
MBA, Strategy, Finance, Product Management
Fishbowl Marketing May 2011 - Present
AARP Services August 2008 - May 2011
MissionFish January 2008 - August 2008
comScore, Inc. January 2007 - January 2008
Merchant Link August 2005 - January 2007
E*TRADE Financial Corporation May 2004 - August 2005
Proxicom June 1998 - June 2003
Skills
Program Management, Product Management, Software Development, Strategy, Business Development, Project Management, Valuation, Financial Services, User Experience, Finance, Strategic Partnerships, Agile Methodologies, Management, Strategic Planning, SaaS, Cross-functional Team..., Analytics, Consulting, E-commerce, CRM, Market Research, Start-ups, Marketing Strategy, Digital Marketing
Education
Other
University of Colorado
BA, Liberal Arts
University of Maryland
MBA, Strategy, Finance, Product Management
Elijah Christensen Elijah Christensen's E*TRADE Financial Corporation Experience August 2015 - Present
Job Branch Manager at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation August 2015 - Present
TD Ameritrade September 2012 - August 2015
Investools by TD Ameritrade April 2011 - August 2012
AXA Financial December 2007 - March 2011
Skills
Mutual Funds, Portfolio Management, Investment Advisory, Series 7, Asset Allocation, Investments, Securities, Equities, Wealth Management, Retirement Planning, Financial Planning, Risk Management, Management, FINRA, Financial Services
Education
University of Hawaii - College of Business Administration
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
University of Hawaii - Shidler College of Business
Bachelor's degree, Finance and Financial Management Services
E*TRADE Financial Corporation August 2015 - Present
TD Ameritrade September 2012 - August 2015
Investools by TD Ameritrade April 2011 - August 2012
AXA Financial December 2007 - March 2011
Skills
Mutual Funds, Portfolio Management, Investment Advisory, Series 7, Asset Allocation, Investments, Securities, Equities, Wealth Management, Retirement Planning, Financial Planning, Risk Management, Management, FINRA, Financial Services
Education
University of Hawaii - College of Business Administration
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
University of Hawaii - Shidler College of Business
Bachelor's degree, Finance and Financial Management Services
Neil Seth's E*TRADE Financial Corporation Experience June 1999 - December 2003
Job Retail Associate, Cushman & Wakefield
Industry Real Estate
Experience
Cushman & Wakefield September 2014 - Present
Be Fresh Restaurant Group January 2009 - December 2014
RBC August 2007 - April 2010
Natixis North America December 2006 - August 2007
Commerzbank AG 2004 - 2005
E*TRADE Financial Corporation June 1999 - December 2003
Heartland Securities September 1998 - June 1999
Skills
Hedge Funds, Bloomberg, Equities, Fixed Income, Derivatives, Trading, Alternative Investments, Capital Markets, Options, Investment Banking, Series 7, Financial Modeling, Portfolio Management, Business Strategy, Valuation, Private Equity, Emerging Markets, Equity Research, Investments, Asset Managment, Financial Markets, Equity Trading, Structured Products, Equity Derivatives, Structured Finance
Education
UC Berkeley Haas School of Business 2004 — 2005
Master's degree, Financial Engineering
Wesleyan University 1994 — 1998
Bachelor's degree, Economics
Cushman & Wakefield September 2014 - Present
Be Fresh Restaurant Group January 2009 - December 2014
RBC August 2007 - April 2010
Natixis North America December 2006 - August 2007
Commerzbank AG 2004 - 2005
E*TRADE Financial Corporation June 1999 - December 2003
Heartland Securities September 1998 - June 1999
Skills
Hedge Funds, Bloomberg, Equities, Fixed Income, Derivatives, Trading, Alternative Investments, Capital Markets, Options, Investment Banking, Series 7, Financial Modeling, Portfolio Management, Business Strategy, Valuation, Private Equity, Emerging Markets, Equity Research, Investments, Asset Managment, Financial Markets, Equity Trading, Structured Products, Equity Derivatives, Structured Finance
Education
UC Berkeley Haas School of Business 2004 — 2005
Master's degree, Financial Engineering
Wesleyan University 1994 — 1998
Bachelor's degree, Economics
Kam Khan Kam Khan's E*TRADE Financial Corporation Experience March 2000 - July 2004
Job Sales and Client Relations
Industry Investment Banking
Experience
Wolverine Execution Services (WEX) June 2008 - Present
J.P. Morgan February 2005 - June 2008
CME Group November 2003 - February 2005
E*TRADE Financial Corporation March 2000 - July 2004
Skills
Electronic Trading, Options, Trading Systems, Market Data, Trading, Risk Management, Market Making, Derivatives, Investment Banking, Equity Derivatives, Equity Trading, Financial Markets, Equities, Technical Analysis, Capital Markets, Bloomberg, Securities, Business Analysis, Order Management, Trading Platforms, Smart Order Routing, ETFs, Project Management, Business Development, Business Integration, Business Process..., Sales Operations, Proprietary Trading, Communication, Documentation
Education
University of Illinois at Chicago 1993 — 1999
Bachelor's Degree, Health Sciences & Information Technology
St. Pats
St. Pats
Wolverine Execution Services (WEX) June 2008 - Present
J.P. Morgan February 2005 - June 2008
CME Group November 2003 - February 2005
E*TRADE Financial Corporation March 2000 - July 2004
Skills
Electronic Trading, Options, Trading Systems, Market Data, Trading, Risk Management, Market Making, Derivatives, Investment Banking, Equity Derivatives, Equity Trading, Financial Markets, Equities, Technical Analysis, Capital Markets, Bloomberg, Securities, Business Analysis, Order Management, Trading Platforms, Smart Order Routing, ETFs, Project Management, Business Development, Business Integration, Business Process..., Sales Operations, Proprietary Trading, Communication, Documentation
Education
University of Illinois at Chicago 1993 — 1999
Bachelor's Degree, Health Sciences & Information Technology
St. Pats
St. Pats
Sean Zerillo Sean Zerillo's E*TRADE Financial Corporation Experience December 2014 - Present
Job Compliance Analyst at E*TRADE Financial Corporation
Industry Legal Services
Experience
E*TRADE Financial Corporation December 2014 - Present
Thomson Reuters October 2012 - December 2014
Disaster Recovery Clinic January 2014 - May 2014
The Jacobson Firm, P.C. June 2013 - August 2013
Long Island Rebels Youth Hockey Association June 2010 - August 2013
Town of Huntington Office of the Attorney June 2012 - August 2012
USA Hockey September 2001 - March 2012
Bleacher Report January 2011 - August 2011
Sports Museum of America May 2008 - August 2008
Education
Maurice A. Deane School of Law at Hofstra University 2011 — 2014
Juris Doctor (J.D.)
University of Miami 2007 — 2011
Bachelor of Science (B.S.), Double Major in Sports Administration and Philosophy
E*TRADE Financial Corporation December 2014 - Present
Thomson Reuters October 2012 - December 2014
Disaster Recovery Clinic January 2014 - May 2014
The Jacobson Firm, P.C. June 2013 - August 2013
Long Island Rebels Youth Hockey Association June 2010 - August 2013
Town of Huntington Office of the Attorney June 2012 - August 2012
USA Hockey September 2001 - March 2012
Bleacher Report January 2011 - August 2011
Sports Museum of America May 2008 - August 2008
Education
Maurice A. Deane School of Law at Hofstra University 2011 — 2014
Juris Doctor (J.D.)
University of Miami 2007 — 2011
Bachelor of Science (B.S.), Double Major in Sports Administration and Philosophy
Lauren Capen Lauren Capen's E*TRADE Financial Corporation Experience October 2014 - Present
Job Mobile Product Manager at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation October 2014 - Present
Dow Jones January 2013 - October 2014
WealthVest Marketing May 2012 - December 2012
E*TRADE Financial January 2012 - May 2012
Ipreo January 2010 - September 2011
FactSet Research Systems October 2007 - January 2010
Skills
Product Management, Equity Capital Markets, Factset, Equities, Investment Banking, Cross-functional Team..., Business Strategy, Investments, Financial Analysis, Portfolio Management
Education
University of Delaware - Lerner College of Business and Economics 2002 — 2006
BS, Dual Finance & Marketing
Ursuline Academy 1998 — 2002
E*TRADE Financial Corporation October 2014 - Present
Dow Jones January 2013 - October 2014
WealthVest Marketing May 2012 - December 2012
E*TRADE Financial January 2012 - May 2012
Ipreo January 2010 - September 2011
FactSet Research Systems October 2007 - January 2010
Skills
Product Management, Equity Capital Markets, Factset, Equities, Investment Banking, Cross-functional Team..., Business Strategy, Investments, Financial Analysis, Portfolio Management
Education
University of Delaware - Lerner College of Business and Economics 2002 — 2006
BS, Dual Finance & Marketing
Ursuline Academy 1998 — 2002
Joy Hodges, CPA Joy Hodges, CPA's E*TRADE Financial Corporation Experience July 2015 - Present
Job Accounting Manager
Industry Financial Services
Experience
E*TRADE Financial Corporation July 2015 - Present
Fannie Mae September 2011 - Present
Federal Reserve Board August 2007 - September 2011
Beers + Cutler September 2006 - August 2007
Skills
Financial Analysis, Accounting, Sarbanes-Oxley Act, Budgets, Financial Reporting, Customer Service, Finance, Strategic Planning, Auditing, Analysis, Process Improvement, Internal Controls
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2007
Masters, Business, Accounting, Internal Audit
University of Maryland - Robert H. Smith School of Business 2003 — 2006
B.S, Accounting
Walter Johnson High School
E*TRADE Financial Corporation July 2015 - Present
Fannie Mae September 2011 - Present
Federal Reserve Board August 2007 - September 2011
Beers + Cutler September 2006 - August 2007
Skills
Financial Analysis, Accounting, Sarbanes-Oxley Act, Budgets, Financial Reporting, Customer Service, Finance, Strategic Planning, Auditing, Analysis, Process Improvement, Internal Controls
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2007
Masters, Business, Accounting, Internal Audit
University of Maryland - Robert H. Smith School of Business 2003 — 2006
B.S, Accounting
Walter Johnson High School
Jillian DePuma Wells's E*TRADE Financial Corporation Experience August 2013 - Present
Job Senior Manager, Internal Communications at E*TRADE
Industry Writing and Editing
Experience
E*TRADE Financial Corporation August 2013 - Present
The Associated Press October 2011 - August 2013
Children's Healthcare of Atlanta June 2011 - October 2011
Children's Healthcare of Atlanta January 2011 - June 2011
Children's Healthcare of Atlanta March 2008 - January 2011
The Medical Association of Georgia June 2006 - March 2008
The Medical Association of Georgia November 2004 - June 2006
Skills
Corporate Communications, Press Releases, Strategic Communications, Internal Communications, Public Relations, Media Relations
Education
University of Florida 1999 — 2003
B.S., Public Relations
E*TRADE Financial Corporation August 2013 - Present
The Associated Press October 2011 - August 2013
Children's Healthcare of Atlanta June 2011 - October 2011
Children's Healthcare of Atlanta January 2011 - June 2011
Children's Healthcare of Atlanta March 2008 - January 2011
The Medical Association of Georgia June 2006 - March 2008
The Medical Association of Georgia November 2004 - June 2006
Skills
Corporate Communications, Press Releases, Strategic Communications, Internal Communications, Public Relations, Media Relations
Education
University of Florida 1999 — 2003
B.S., Public Relations
Salvatore Mazzola Salvatore Mazzola's E*TRADE Financial Corporation Experience February 2014 - May 2014
Job Associate at World Financial Group (WFG)
Industry Financial Services
Experience
World Financial Group (WFG) May 2015 - Present
Insightful Investor Inc. June 2014 - Present
E*TRADE Financial Corporation February 2014 - May 2014
Skills
Series 7, Series 63, Investments, Mutual Funds, Equities, Wealth Management, Business Development, Banking, Business Planning, Mergers & Acquisitions, Risk Management, Portfolio Management, Financial Planning, Business Strategy, Finance
Education
University of Miami 2010 — 2013
Bachelor of Arts (BA), Economics
University of Miami
World Financial Group (WFG) May 2015 - Present
Insightful Investor Inc. June 2014 - Present
E*TRADE Financial Corporation February 2014 - May 2014
Skills
Series 7, Series 63, Investments, Mutual Funds, Equities, Wealth Management, Business Development, Banking, Business Planning, Mergers & Acquisitions, Risk Management, Portfolio Management, Financial Planning, Business Strategy, Finance
Education
University of Miami 2010 — 2013
Bachelor of Arts (BA), Economics
University of Miami
Oliver Cline-Thomas Oliver Cline-Thomas's E*TRADE Financial Corporation Experience 2012 - 2015
Job Manager, Financial Planning & Analysis at Fannie Mae
Industry Financial Services
Experience
Fannie Mae 2015 - Present
E*TRADE Financial Corporation 2012 - 2015
Deleon and Stang CPA's and Advisors 2008 - 2011
Deleon and Stang CPA's and Advisors 2007 - 2008
Deleon and Stang CPA's and Advisors 2006 - 2007
Skills
Corporate Tax, QuickBooks, Account Reconciliation, General Ledger, Microsoft Excel, GAAP, Personal Income Tax..., Corporate Tax Planning, Financial Analysis, Oracle Applications, Hyperion Enterprise, Peachtree, UltraTax CS, Creative Solutions..., Financial Statement..., Compilation Of..., Month End Close, Small Business Tax, FAR, Microsoft Office, Basel II, Budgeting, Forecasting, ALM, Financial Modeling, Consolidation, Budgets
Education
University of Maryland College Park 2001 — 2005
Bachelors of Science, Accounting
Fannie Mae 2015 - Present
E*TRADE Financial Corporation 2012 - 2015
Deleon and Stang CPA's and Advisors 2008 - 2011
Deleon and Stang CPA's and Advisors 2007 - 2008
Deleon and Stang CPA's and Advisors 2006 - 2007
Skills
Corporate Tax, QuickBooks, Account Reconciliation, General Ledger, Microsoft Excel, GAAP, Personal Income Tax..., Corporate Tax Planning, Financial Analysis, Oracle Applications, Hyperion Enterprise, Peachtree, UltraTax CS, Creative Solutions..., Financial Statement..., Compilation Of..., Month End Close, Small Business Tax, FAR, Microsoft Office, Basel II, Budgeting, Forecasting, ALM, Financial Modeling, Consolidation, Budgets
Education
University of Maryland College Park 2001 — 2005
Bachelors of Science, Accounting
Thurston Shepard's E*TRADE Financial Corporation Experience May 2000 - September 2003
Job Lead Network Engineer at CDI Corporation
Industry Computer Networking
Experience
CDI Corporation September 2015 - Present
RealSmart Investments, LLC October 2014 - Present
Georgia Department of Corrections January 2012 - September 2014
Centers for Disease Control and Prevention March 2006 - January 2012
RealSmart Investment, LLC September 2003 - March 2006
E*TRADE Financial Corporation May 2000 - September 2003
ITC Delta Com September 1999 - May 2000
IBM Global Business Process Services March 1999 - September 1999
En Pointe Technologies January 1998 - March 1999
U.S. Army, Signal Corp November 1985 - September 1997
Skills
Cisco Networking Devices, Wireless Communications..., Enterprise Network..., F.C.C. Licensed..., Radio Encryption..., Computer Hardware, Server Administration, Cable Management, Electric Power, Team Leadership
Education
University of Maryland College Park
Computer Science
Crenshaw High
CDI Corporation September 2015 - Present
RealSmart Investments, LLC October 2014 - Present
Georgia Department of Corrections January 2012 - September 2014
Centers for Disease Control and Prevention March 2006 - January 2012
RealSmart Investment, LLC September 2003 - March 2006
E*TRADE Financial Corporation May 2000 - September 2003
ITC Delta Com September 1999 - May 2000
IBM Global Business Process Services March 1999 - September 1999
En Pointe Technologies January 1998 - March 1999
U.S. Army, Signal Corp November 1985 - September 1997
Skills
Cisco Networking Devices, Wireless Communications..., Enterprise Network..., F.C.C. Licensed..., Radio Encryption..., Computer Hardware, Server Administration, Cable Management, Electric Power, Team Leadership
Education
University of Maryland College Park
Computer Science
Crenshaw High
Adrienne Carson Adrienne Carson's E*TRADE Financial Corporation Experience May 2003 - February 2005
Job Support Personnel at United States Postal Service
Industry Government Administration
Experience
United States Postal Service August 2011 - Present
AT&T September 2010 - April 2011
Idearc Media July 2007 - July 2009
HSBC May 2006 - July 2007
Premier Mortgage Funding April 2005 - May 2006
E*TRADE Financial Corporation May 2003 - February 2005
Skills
Leadership, CRM, Management, Negotiation, Advertising, Microsoft Word, Mortgage Lending, Government
Education
University of Phoenix 2013 — 2015
Bachelor's Degree, Criminal Justice with Concentration in Managment, 3.05
University of Phoenix 2013 — 2015
Bachelor's degree, Criminal Justice
United States Postal Service August 2011 - Present
AT&T September 2010 - April 2011
Idearc Media July 2007 - July 2009
HSBC May 2006 - July 2007
Premier Mortgage Funding April 2005 - May 2006
E*TRADE Financial Corporation May 2003 - February 2005
Skills
Leadership, CRM, Management, Negotiation, Advertising, Microsoft Word, Mortgage Lending, Government
Education
University of Phoenix 2013 — 2015
Bachelor's Degree, Criminal Justice with Concentration in Managment, 3.05
University of Phoenix 2013 — 2015
Bachelor's degree, Criminal Justice
Rodney Viloria Rodney Viloria's E*TRADE Financial Corporation Experience March 2010 - October 2011
Job Sales Supervision Associate at National Planning Corporation (NPC)
Industry Financial Services
Experience
National Planning Corporation (NPC) October 2015 - Present
Merrill Edge February 2012 - September 2014
E*TRADE Financial Corporation March 2010 - October 2011
TD Ameritrade October 2008 - February 2010
Countrywide Bank/Countrywide Investments May 2004 - August 2008
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Training, Investments, Financial Services, Financial Advisory, Consulting, Asset Allocation, Banking, Finance
Education
University of California, Los Angeles
Bachelor's Degree, Sociology
National Planning Corporation (NPC) October 2015 - Present
Merrill Edge February 2012 - September 2014
E*TRADE Financial Corporation March 2010 - October 2011
TD Ameritrade October 2008 - February 2010
Countrywide Bank/Countrywide Investments May 2004 - August 2008
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Training, Investments, Financial Services, Financial Advisory, Consulting, Asset Allocation, Banking, Finance
Education
University of California, Los Angeles
Bachelor's Degree, Sociology
James Mooney's E*TRADE Financial Corporation Experience February 2014 - Present
Job
Industry Financial Services
Experience
E*TRADE Financial Corporation February 2014 - Present
UBS Financial Services December 2006 - February 2014
Lehman Brothers September 2005 - December 2006
EWM LLC June 2004 - August 2005
Benefits Group WorldWide July 2002 - April 2004
UBS Financial Services June 1997 - June 2002
UBS Financial Sercices August 1995 - June 1997
US Air Force July 1980 - October 1988
Skills
Employee Benefits, Equities, Deferred Compensation, Executive Pay, Management, Financial Services, Mergers & Acquisitions, Finance, Product Management, CRM, Series 7, Wealth Management, Investments, Financial Analysis, Securities, Risk Management, Performance Management, Human Resources, Vendor Management, Financial Modeling, PeopleSoft, Due Diligence, Talent Management, Asset Management, Succession Planning, Strategic Planning
Education
University of Maryland College Park 1984 — 1988
Bachelor of Science, Accounting
E*TRADE Financial Corporation February 2014 - Present
UBS Financial Services December 2006 - February 2014
Lehman Brothers September 2005 - December 2006
EWM LLC June 2004 - August 2005
Benefits Group WorldWide July 2002 - April 2004
UBS Financial Services June 1997 - June 2002
UBS Financial Sercices August 1995 - June 1997
US Air Force July 1980 - October 1988
Skills
Employee Benefits, Equities, Deferred Compensation, Executive Pay, Management, Financial Services, Mergers & Acquisitions, Finance, Product Management, CRM, Series 7, Wealth Management, Investments, Financial Analysis, Securities, Risk Management, Performance Management, Human Resources, Vendor Management, Financial Modeling, PeopleSoft, Due Diligence, Talent Management, Asset Management, Succession Planning, Strategic Planning
Education
University of Maryland College Park 1984 — 1988
Bachelor of Science, Accounting
Arun Arunalayam's E*TRADE Financial Corporation Experience September 2014 - Present
Job Senior Software Engineer at E*TRADE Financial Corporation
Industry Computer Software
Experience
E*TRADE Financial Corporation September 2014 - Present
Thomson Financial January 2008 - March 2014
Comverse 2004 - 2007
Indotronix International Corporation September 2001 - December 2002
Tata Consultancy Services June 1997 - July 1999
Skills
Unix, SDLC, Software Development, Agile Methodologies, Web Services, Shell Scripting, SOA, Sybase, Integration, Perl, XML, C++ Language, JNI, Multithreaded..., Unix IPC, Socket Programming, C++, Requirements Analysis, Java, Software Project..., C
Education
University of Kerala 1991 — 1995
Master of Computer Applications (MCA), Computer Science, Programming, Data Structures, Design, Development and Deployment
University of Kerala 1988 — 1991
Bachelor of Science (B.Sc.), Physics
E*TRADE Financial Corporation September 2014 - Present
Thomson Financial January 2008 - March 2014
Comverse 2004 - 2007
Indotronix International Corporation September 2001 - December 2002
Tata Consultancy Services June 1997 - July 1999
Skills
Unix, SDLC, Software Development, Agile Methodologies, Web Services, Shell Scripting, SOA, Sybase, Integration, Perl, XML, C++ Language, JNI, Multithreaded..., Unix IPC, Socket Programming, C++, Requirements Analysis, Java, Software Project..., C
Education
University of Kerala 1991 — 1995
Master of Computer Applications (MCA), Computer Science, Programming, Data Structures, Design, Development and Deployment
University of Kerala 1988 — 1991
Bachelor of Science (B.Sc.), Physics
Jonathan Price, CFA's E*TRADE Financial Corporation Experience April 2015 - Present
Job Director, Credit Risk at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation April 2015 - Present
RiskSpan, Inc. May 2006 - April 2015
Skills
Valuation, Credit Risk, Structured Finance, Financial Modeling, Structured Products, MBS, Model Validation, ABS, Residential Mortgages, Capital Markets, Derivatives, Fixed Income
Education
University of Southern California 2001 — 2006
BA/MA, Economics
E*TRADE Financial Corporation April 2015 - Present
RiskSpan, Inc. May 2006 - April 2015
Skills
Valuation, Credit Risk, Structured Finance, Financial Modeling, Structured Products, MBS, Model Validation, ABS, Residential Mortgages, Capital Markets, Derivatives, Fixed Income
Education
University of Southern California 2001 — 2006
BA/MA, Economics
Jack Warner's E*TRADE Financial Corporation Experience August 2014 - August 2015
Job Head of Sales Operations at Kabbage, Inc
Industry Information Technology and Services
Experience
Kabbage, Inc August 2015 - Present
E*TRADE Financial Corporation August 2014 - August 2015
FIS (Fidelity Information Services) January 2009 - July 2014
Invesco January 2001 - December 2008
University of Phoenix 2003 - 2005
Schwab Institutional 1997 - 1999
Skills
Sales Management, Operations Management, Team Leadership, Team Management, Cross-functional Team..., Sales Operations, Sales Process, Sales Presentations, Marketing, Marketing Communications, Marketing Strategy, Event Planning, Strategy, Project Planning, Executive Reporting, Reporting & Analysis, Data Analysis, Analytics, Marketing Analytics, Market Analysis, Competitive Analysis, Big Data, Data Mining, Data Management, Business Analysis, Google Analytics, SQL, Crystal Reports, Tableau, Access, Microsoft Excel, Cognos, Business Objects, CRM, CRM Integration, CRM databases, Salesforce.com, Microsoft CRM, Siebel, Oracle CRM, Oracle, Sage CRM, ACT CRM, SharePoint, PowerPoint, Microsoft Word, Communication Skills, Requirements Analysis, Functional Requirements, Systems Analysis
Education
University of Florida 1990 — 1994
BS, Economics
University of Phoenix
MBA, Business
Kabbage, Inc August 2015 - Present
E*TRADE Financial Corporation August 2014 - August 2015
FIS (Fidelity Information Services) January 2009 - July 2014
Invesco January 2001 - December 2008
University of Phoenix 2003 - 2005
Schwab Institutional 1997 - 1999
Skills
Sales Management, Operations Management, Team Leadership, Team Management, Cross-functional Team..., Sales Operations, Sales Process, Sales Presentations, Marketing, Marketing Communications, Marketing Strategy, Event Planning, Strategy, Project Planning, Executive Reporting, Reporting & Analysis, Data Analysis, Analytics, Marketing Analytics, Market Analysis, Competitive Analysis, Big Data, Data Mining, Data Management, Business Analysis, Google Analytics, SQL, Crystal Reports, Tableau, Access, Microsoft Excel, Cognos, Business Objects, CRM, CRM Integration, CRM databases, Salesforce.com, Microsoft CRM, Siebel, Oracle CRM, Oracle, Sage CRM, ACT CRM, SharePoint, PowerPoint, Microsoft Word, Communication Skills, Requirements Analysis, Functional Requirements, Systems Analysis
Education
University of Florida 1990 — 1994
BS, Economics
University of Phoenix
MBA, Business
Henry Polangcos's E*TRADE Financial Corporation Experience February 2011 - Present
Job Sr. WebUI Software Engineer at E*Trade Financial Corporation
Industry Computer Software
Experience
E*Trade Financial Corporation February 2011 - Present
Reputation.com (Startup Company) June 2010 - February 2011
Starview Technology(Startup Company) March 2008 - June 2010
National Semiconductor(Acquired by Texas Instruments) February 1998 - March 2008
Global Resources 1997 - 2001
Capital Markets October 1996 - October 1997
MIS Net September 1995 - October 1996
Philippine Exports Confederation November 1994 - June 1995
Active Group Inc. July 1993 - August 1994
Consolidated Distillers/Andresons Group Inc February 1991 - February 1992
Skills
JavaScript, CSS, AJAX, Web Services, jQuery, SOAP, Servlets, HTML, Node.js, Freemarker, Backbone.js, Web Applications, JSON, Design Patterns, DHTML, Databases, JDBC, Java Enterprise Edition, XML, MVC, JSTL, Tomcat, Java, JSP, Spring, Subversion, Oracle, Struts, PHP, Flex, Web Development, Database Design, User Interface, REST, User Experience, JUnit, Sybase
Education
University of Mindanao 1982 — 1987
Bachelor of Science, Civil Engineering
Holy Cross of Davao College 1978 — 1982
High School
E*Trade Financial Corporation February 2011 - Present
Reputation.com (Startup Company) June 2010 - February 2011
Starview Technology(Startup Company) March 2008 - June 2010
National Semiconductor(Acquired by Texas Instruments) February 1998 - March 2008
Global Resources 1997 - 2001
Capital Markets October 1996 - October 1997
MIS Net September 1995 - October 1996
Philippine Exports Confederation November 1994 - June 1995
Active Group Inc. July 1993 - August 1994
Consolidated Distillers/Andresons Group Inc February 1991 - February 1992
Skills
JavaScript, CSS, AJAX, Web Services, jQuery, SOAP, Servlets, HTML, Node.js, Freemarker, Backbone.js, Web Applications, JSON, Design Patterns, DHTML, Databases, JDBC, Java Enterprise Edition, XML, MVC, JSTL, Tomcat, Java, JSP, Spring, Subversion, Oracle, Struts, PHP, Flex, Web Development, Database Design, User Interface, REST, User Experience, JUnit, Sybase
Education
University of Mindanao 1982 — 1987
Bachelor of Science, Civil Engineering
Holy Cross of Davao College 1978 — 1982
High School
James Taki Miller, CFA's E*TRADE Financial Corporation Experience December 2014 - Present
Job Options Specialist at E*TRADE Financial Corporation
Industry Capital Markets
Experience
E*TRADE Financial Corporation December 2014 - Present
Nico Trading August 2013 - September 2014
Moray Capital Management, LLC June 2009 - August 2013
Harrison Trading Group January 2005 - June 2009
SIG June 1997 - September 2004
Skills
Trading, Equities, Volatility, Market Making, Proprietary Trading, Trading Systems, Derivatives, Currency, Equity Derivatives, Hedge Funds, Traders, Volatility Arbitrage, Electronic Trading, Portfolio Management, FX Options, Financial Markets, Trading Strategies, Arbitrage, Risk Management, Hedging, Equity Trading, Bloomberg, Options Strategies, Commodity, Fixed Income, Securities, Financial Risk, Index Options, Options, ETFs, Derivatives Trading, Eurodollars, Spread Trading, Relative Value Trading, Option Valuation, Futures Trading, Microsoft Excel, MicroHedge, Excel, Risk, FX trading, Electronic Markets, Greeks
Education
University of Pennsylvania 1993 — 1997
BS, ECON (Finance and Real Estate)
Moon High School 1989 — 1993
E*TRADE Financial Corporation December 2014 - Present
Nico Trading August 2013 - September 2014
Moray Capital Management, LLC June 2009 - August 2013
Harrison Trading Group January 2005 - June 2009
SIG June 1997 - September 2004
Skills
Trading, Equities, Volatility, Market Making, Proprietary Trading, Trading Systems, Derivatives, Currency, Equity Derivatives, Hedge Funds, Traders, Volatility Arbitrage, Electronic Trading, Portfolio Management, FX Options, Financial Markets, Trading Strategies, Arbitrage, Risk Management, Hedging, Equity Trading, Bloomberg, Options Strategies, Commodity, Fixed Income, Securities, Financial Risk, Index Options, Options, ETFs, Derivatives Trading, Eurodollars, Spread Trading, Relative Value Trading, Option Valuation, Futures Trading, Microsoft Excel, MicroHedge, Excel, Risk, FX trading, Electronic Markets, Greeks
Education
University of Pennsylvania 1993 — 1997
BS, ECON (Finance and Real Estate)
Moon High School 1989 — 1993
Brock Williamson's E*TRADE Financial Corporation Experience January 2015 - Present
Job Director, Regulatory Affairs at ETrade Financial Corp
Industry Financial Services
Experience
E*TRADE Financial Corporation January 2015 - Present
TD Ameritrade March 2014 - December 2014
TD Ameritrade February 2010 - March 2014
TD Ameritrade October 2009 - February 2010
TD Ameritrade March 2006 - October 2009
TD Ameritrade July 2000 - March 2006
Skills
Series 7, Series 63, Series 24, FINRA, Compliance Oversight, Mutual Funds, Securities, AML, Options, Credit Risk, Risk Management, Investments, Trading Systems, Securities Regulation, Regulatory Examinations, Financial Services, Equities, Investment Advisory, Trading, Portfolio Management, Fixed Income, ETFs, Alternative Investments, Financial Markets, Derivatives, Financial Risk
Education
University of Pennsylvania - The Wharton School 2010 — 2010
CRCP, FINRA Institute at the Wharton School
University of Nebraska College of Law 1995 — 1998
JD, Law
University of Nebraska-Lincoln 1990 — 1995
Bachelors, Political Science and International Affairs
E*TRADE Financial Corporation January 2015 - Present
TD Ameritrade March 2014 - December 2014
TD Ameritrade February 2010 - March 2014
TD Ameritrade October 2009 - February 2010
TD Ameritrade March 2006 - October 2009
TD Ameritrade July 2000 - March 2006
Skills
Series 7, Series 63, Series 24, FINRA, Compliance Oversight, Mutual Funds, Securities, AML, Options, Credit Risk, Risk Management, Investments, Trading Systems, Securities Regulation, Regulatory Examinations, Financial Services, Equities, Investment Advisory, Trading, Portfolio Management, Fixed Income, ETFs, Alternative Investments, Financial Markets, Derivatives, Financial Risk
Education
University of Pennsylvania - The Wharton School 2010 — 2010
CRCP, FINRA Institute at the Wharton School
University of Nebraska College of Law 1995 — 1998
JD, Law
University of Nebraska-Lincoln 1990 — 1995
Bachelors, Political Science and International Affairs
Chris Blackburn's E*TRADE Financial Corporation Experience July 2014 - Present
Job Financial Consultant at E*TRADE Financial Corporation
Industry Investment Management
Experience
E*TRADE Financial Corporation July 2014 - Present
Morgan Stanley February 2005 - June 2014
Invesco Ltd. 1997 - 2005
Skills
Investments, Equities, Portfolio Management, Asset Allocation, Alternative Investments, Hedge Funds, Finance, Asset Management, Fixed Income, Mutual Funds, Investment Strategies, Series 7, Wealth Management, Bloomberg
Education
University of Houston
Bachelor of Business Administration (BBA), Finance, General
E*TRADE Financial Corporation July 2014 - Present
Morgan Stanley February 2005 - June 2014
Invesco Ltd. 1997 - 2005
Skills
Investments, Equities, Portfolio Management, Asset Allocation, Alternative Investments, Hedge Funds, Finance, Asset Management, Fixed Income, Mutual Funds, Investment Strategies, Series 7, Wealth Management, Bloomberg
Education
University of Houston
Bachelor of Business Administration (BBA), Finance, General
Cindy Bock's E*TRADE Financial Corporation Experience 2000 - 2007
Job Senior Corporate Paralegal at KLATencor Corporation
Industry Legal Services
Experience
KLA-Tencor Corporation March 2011 - Present
EMC Corporation (formerly Data Domain, Inc.) 2008 - March 2011
E*TRADE Financial Corporation 2000 - 2007
Cooley Godward & Kronish 1998 - 1999
Gunderson Dettmer Stough 1995 - 1997
Brobeck Phleger & Harrison 1993 - 1995
Skills
Legal Writing, Legal Research, SEC, Document Review, Outlook, Document Management, Corporate and Securities
Education
University of San Francisco 1993 — 1995
M.S., English as a Second Language
Canada College 1991 — 1993
Certificate, Paralegal
University of California, Davis 1973 — 1975
B.S., Sociology
KLA-Tencor Corporation March 2011 - Present
EMC Corporation (formerly Data Domain, Inc.) 2008 - March 2011
E*TRADE Financial Corporation 2000 - 2007
Cooley Godward & Kronish 1998 - 1999
Gunderson Dettmer Stough 1995 - 1997
Brobeck Phleger & Harrison 1993 - 1995
Skills
Legal Writing, Legal Research, SEC, Document Review, Outlook, Document Management, Corporate and Securities
Education
University of San Francisco 1993 — 1995
M.S., English as a Second Language
Canada College 1991 — 1993
Certificate, Paralegal
University of California, Davis 1973 — 1975
B.S., Sociology
Michael Burnham's E*TRADE Financial Corporation Experience September 2015 - Present
Job Manager, Platinum Relationship Management at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation September 2015 - Present
E*TRADE Financial Corporation July 2014 - September 2015
E*TRADE Financial January 2013 - July 2014
E*TRADE Financial August 2010 - January 2013
E*TRADE Financial June 2008 - August 2010
E*TRADE Financial November 2007 - June 2008
Skills
Series 7, Securities, Series 63, Retirement Planning, Equities, Retirement, Financial Services, Mutual Funds, Investments, Banking, Trading, Fixed Annuities, Risk Management, Management, Relationship Management, Customer Service
Education
University of Georgia - Terry College of Business 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
E*TRADE Financial Corporation September 2015 - Present
E*TRADE Financial Corporation July 2014 - September 2015
E*TRADE Financial January 2013 - July 2014
E*TRADE Financial August 2010 - January 2013
E*TRADE Financial June 2008 - August 2010
E*TRADE Financial November 2007 - June 2008
Skills
Series 7, Securities, Series 63, Retirement Planning, Equities, Retirement, Financial Services, Mutual Funds, Investments, Banking, Trading, Fixed Annuities, Risk Management, Management, Relationship Management, Customer Service
Education
University of Georgia - Terry College of Business 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Vinu Moni's E*TRADE Financial Corporation Experience May 2014 - Present
Job Senior Staff Software Engineer at E*TRADE Financial Corporation
Industry Computer Software
Experience
E*TRADE Financial Corporation May 2014 - Present
ART.com January 2007 - April 2014
Accenture Technology Solutions June 2004 - January 2007
iGATE Global Solutions October 2001 - May 2004
Skills
Oracle, Oracle E-Business Suite, Agile Methodologies, Microsoft SQL Server, XML, Software Development, SOA, jQuery, Web Services, Web Applications, AJAX
Education
University of Madras 1998 — 2001
Bachelor of Engineering, Computer Science
E*TRADE Financial Corporation May 2014 - Present
ART.com January 2007 - April 2014
Accenture Technology Solutions June 2004 - January 2007
iGATE Global Solutions October 2001 - May 2004
Skills
Oracle, Oracle E-Business Suite, Agile Methodologies, Microsoft SQL Server, XML, Software Development, SOA, jQuery, Web Services, Web Applications, AJAX
Education
University of Madras 1998 — 2001
Bachelor of Engineering, Computer Science
Marny Rodriguez's E*TRADE Financial Corporation Experience June 2014 - Present
Job Director, Policy and Procedure at E*TRADE Financial Corporation
Industry Human Resources
Experience
E*TRADE Financial Corporation June 2014 - Present
Deutsche Bank 2012 - 2014
Deutsche Bank 2008 - 2012
Deutsche Bank 2006 - 2008
Deutsche Bank 2005 - 2006
Deutsche Bank 2004 - 2005
Deutsche Bank 2000 - 2004
Jewish Council for Public Affairs 1997 - 2000
Simon Wiesenthal Center 1994 - 1997
Project Otzma 1993 - 1994
Skills
Employee Relations, Talent Acquisition, Human Resources, Recruiting, Strategy, Onboarding, Succession Planning, Talent Management, Performance Management, Leadership, Management, Personnel Management, Program Management, Sourcing
Education
University of Maryland College Park 1989 — 1993
Bachelor of Arts (BA)
E*TRADE Financial Corporation June 2014 - Present
Deutsche Bank 2012 - 2014
Deutsche Bank 2008 - 2012
Deutsche Bank 2006 - 2008
Deutsche Bank 2005 - 2006
Deutsche Bank 2004 - 2005
Deutsche Bank 2000 - 2004
Jewish Council for Public Affairs 1997 - 2000
Simon Wiesenthal Center 1994 - 1997
Project Otzma 1993 - 1994
Skills
Employee Relations, Talent Acquisition, Human Resources, Recruiting, Strategy, Onboarding, Succession Planning, Talent Management, Performance Management, Leadership, Management, Personnel Management, Program Management, Sourcing
Education
University of Maryland College Park 1989 — 1993
Bachelor of Arts (BA)
David Reed's E*TRADE Financial Corporation Experience November 2004 - January 2007
Job Lucera Financial Infrastructures
Industry Financial Services
Experience
Lucera Financial Infrastructures April 2015 - Present
National Stock Exchange January 2012 - June 2014
CBOE January 2007 - June 2014
E*TRADE Financial Corporation November 2004 - January 2007
Chicago Stock Exchange October 2002 - November 2004
Charles Schwab July 2000 - October 2002
Skills
Electronic Trading, Equities, Trading Systems, Financial Markets, Options, Equity Trading, Trading, Securities, Capital Markets, ETFs, Market Data, Low Latency, Market Making, Derivatives, Stock Exchange, Market Structure, smart order routing, Order Management, Executive Management, High Frequency Trading, Alternative Trading..., exchange pricing, market model, Market Microstructure, Dark Pools, Legal Compliance, Electronic Trading..., Broker-Dealer Operations, Governance, Corporate Strategy..., Corporate Structure, Business Integration, Acquisition Integration, Securities Regulation, Best Execution, FIX, Equity Derivatives, Software Defined Neworks, Compute, Financial Systems
Education
University of Iowa 1995 — 2000
Bachelor of Arts (B.A.), Economics
Lucera Financial Infrastructures April 2015 - Present
National Stock Exchange January 2012 - June 2014
CBOE January 2007 - June 2014
E*TRADE Financial Corporation November 2004 - January 2007
Chicago Stock Exchange October 2002 - November 2004
Charles Schwab July 2000 - October 2002
Skills
Electronic Trading, Equities, Trading Systems, Financial Markets, Options, Equity Trading, Trading, Securities, Capital Markets, ETFs, Market Data, Low Latency, Market Making, Derivatives, Stock Exchange, Market Structure, smart order routing, Order Management, Executive Management, High Frequency Trading, Alternative Trading..., exchange pricing, market model, Market Microstructure, Dark Pools, Legal Compliance, Electronic Trading..., Broker-Dealer Operations, Governance, Corporate Strategy..., Corporate Structure, Business Integration, Acquisition Integration, Securities Regulation, Best Execution, FIX, Equity Derivatives, Software Defined Neworks, Compute, Financial Systems
Education
University of Iowa 1995 — 2000
Bachelor of Arts (B.A.), Economics
Danielle Seeling's E*TRADE Financial Corporation Experience December 2008 - March 2010
Job Senior Consultant at AC Lordi
Industry Accounting
Experience
AC Lordi September 2013 - Present
American Stock Transfer & Trust Co LLC January 2012 - September 2013
Members 1st Federal Credit Union April 2010 - March 2011
Zelenkofske Axelrod March 2010 - January 2011
E*Trade Financial Corporation December 2008 - March 2010
Tate & Tryon June 2007 - December 2008
Duquesne University January 2007 - April 2007
Dollar Bank June 2006 - April 2007
PittTV January 2006 - May 2006
Education
University of Pittsburgh
Bachelor of Science, Business Administration in Accounting
AC Lordi September 2013 - Present
American Stock Transfer & Trust Co LLC January 2012 - September 2013
Members 1st Federal Credit Union April 2010 - March 2011
Zelenkofske Axelrod March 2010 - January 2011
E*Trade Financial Corporation December 2008 - March 2010
Tate & Tryon June 2007 - December 2008
Duquesne University January 2007 - April 2007
Dollar Bank June 2006 - April 2007
PittTV January 2006 - May 2006
Education
University of Pittsburgh
Bachelor of Science, Business Administration in Accounting
Meredith Hoffman's E*TRADE Financial Corporation Experience September 2014 - Present
Job Director, Associate General Counsel at E*TRADE Financial
Industry Law Practice
Experience
E*TRADE Financial Corporation September 2014 - Present
Skills
Securities Litigation, Arbitration, Commercial Litigation
Education
University of the Pacific - McGeorge School of Law 2003 — 2006
University of California, Davis 1998 — 2002
B.S., Managerial Economics
E*TRADE Financial Corporation September 2014 - Present
Skills
Securities Litigation, Arbitration, Commercial Litigation
Education
University of the Pacific - McGeorge School of Law 2003 — 2006
University of California, Davis 1998 — 2002
B.S., Managerial Economics
Christine Abusaidi's E*TRADE Financial Corporation Experience May 2000 - October 2002
Job Owner and Creator at Sugar Mamma Baking
Industry Food & Beverages
Experience
Sugar Mamma Baking 2012 - Present
Berkshire Hathaway HomeServices California Realty May 2008 - July 2014
Placer Title Company March 2005 - October 2007
SG Marketing October 2002 - March 2005
E*TRADE Financial Corporation May 2000 - October 2002
ClearStation Inc. June 1999 - May 2000
Skills
Customer Service, Team Building, Event Management, Email Marketing, Catering, Baking, Title Searches, Historical Research, Client Services, Technical Writing, Retail Sales, Office Administration, Office Management, Web Content, Social Media Marketing
Education
University of California, Santa Cruz 1990 — 1993
Bachelor's Degree, American Studies
University of California, Riverside 1988 — 1990
Political Science and History
Sugar Mamma Baking 2012 - Present
Berkshire Hathaway HomeServices California Realty May 2008 - July 2014
Placer Title Company March 2005 - October 2007
SG Marketing October 2002 - March 2005
E*TRADE Financial Corporation May 2000 - October 2002
ClearStation Inc. June 1999 - May 2000
Skills
Customer Service, Team Building, Event Management, Email Marketing, Catering, Baking, Title Searches, Historical Research, Client Services, Technical Writing, Retail Sales, Office Administration, Office Management, Web Content, Social Media Marketing
Education
University of California, Santa Cruz 1990 — 1993
Bachelor's Degree, American Studies
University of California, Riverside 1988 — 1990
Political Science and History
Merrick Estes's E*TRADE Financial Corporation Experience September 2015 - Present
Job Branch Manager at E*TRADE
Industry Investment Management
Experience
E*TRADE Financial Corporation September 2015 - Present
TD Ameritrade December 2014 - September 2015
TD Ameritrade April 2013 - December 2014
TD Ameritrade January 2011 - March 2013
TD Ameritrade January 2010 - January 2011
Evergreen Investments September 2003 - January 2010
Evergreen Investments September 2003 - September 2007
DLJdirect-CSFBdirect-Harrisdirect 2000 - 2003
Skills
Investments, Series 7, Series 63, Mutual Funds, Asset Allocation, Series 65, Sales, Financial Services, FINRA, Relationship Management, Alternative Investments, Portfolio Management, Wealth Management, Series 24, Securities, Retirement Planning, Investment Advisory, Uniform Combined State..., IRAs, Sales Management, New Business Development, Retirement, Salesforce.com, Recruiting, Risk Management, ETFs, Investment Strategies, Selling, 401k, Managing Accounts, Sales Coach, Sales Recruitment, Consultative Selling, Managed Accounts, Series 66, Management
Education
University of South Carolina-Columbia 1994 — 1998
International Studies, Economics, Foreign Policy, Minor in Business Administration
E*TRADE Financial Corporation September 2015 - Present
TD Ameritrade December 2014 - September 2015
TD Ameritrade April 2013 - December 2014
TD Ameritrade January 2011 - March 2013
TD Ameritrade January 2010 - January 2011
Evergreen Investments September 2003 - January 2010
Evergreen Investments September 2003 - September 2007
DLJdirect-CSFBdirect-Harrisdirect 2000 - 2003
Skills
Investments, Series 7, Series 63, Mutual Funds, Asset Allocation, Series 65, Sales, Financial Services, FINRA, Relationship Management, Alternative Investments, Portfolio Management, Wealth Management, Series 24, Securities, Retirement Planning, Investment Advisory, Uniform Combined State..., IRAs, Sales Management, New Business Development, Retirement, Salesforce.com, Recruiting, Risk Management, ETFs, Investment Strategies, Selling, 401k, Managing Accounts, Sales Coach, Sales Recruitment, Consultative Selling, Managed Accounts, Series 66, Management
Education
University of South Carolina-Columbia 1994 — 1998
International Studies, Economics, Foreign Policy, Minor in Business Administration
Mathias Turtz's E*TRADE Financial Corporation Experience August 2015 - Present
Job Sales Training Specialist at E*TRADE Financial Corporation
Industry Investment Management
Experience
E*TRADE Financial Corporation August 2015 - Present
Triad Advisors January 2014 - August 2015
Senior Security March 2013 - January 2014
Allied Solutions LLC February 2011 - November 2012
Senior Security July 2010 - February 2011
Fifth Third Bank January 2009 - June 2010
Wells Fargo May 2000 - December 2008
Skills
Leadership, Training, Management, Customer Service, Team Building, Sales Management, Sales, Employee Training, Customer Retention, Insurance, Process Improvement, Strategy, Marketing, Coaching, Project Planning, Operations Management, Auditing, Account Management, Strategic Planning, Building Relationships, Data Analysis, Sales Operations, Relationship Building, Series 7
Education
University of Arizona 2002 — 2006
BA
University of Arizona 2002 — 2006
Bachelor of Arts (B.A.)
University of East Anglia 2005 — 2005
E*TRADE Financial Corporation August 2015 - Present
Triad Advisors January 2014 - August 2015
Senior Security March 2013 - January 2014
Allied Solutions LLC February 2011 - November 2012
Senior Security July 2010 - February 2011
Fifth Third Bank January 2009 - June 2010
Wells Fargo May 2000 - December 2008
Skills
Leadership, Training, Management, Customer Service, Team Building, Sales Management, Sales, Employee Training, Customer Retention, Insurance, Process Improvement, Strategy, Marketing, Coaching, Project Planning, Operations Management, Auditing, Account Management, Strategic Planning, Building Relationships, Data Analysis, Sales Operations, Relationship Building, Series 7
Education
University of Arizona 2002 — 2006
BA
University of Arizona 2002 — 2006
Bachelor of Arts (B.A.)
University of East Anglia 2005 — 2005
Jackie Bonilla's E*TRADE Financial Corporation Experience June 2002 - April 2003
Job Legal Executive Assistant at Mallinckrodt Pharmaceuticals
Industry Pharmaceuticals
Experience
Safeway July 2014 - December 2014
Novartis Vaccines May 2010 - December 2013
Zosano Pharma February 2008 - May 2010
UTStarcom June 2007 - 2008
Medtronic April 2006 - April 2007
CV Therapeutics June 2005 - June 2006
IPVALUE April 2003 - June 2005
E*TRADE Financial Corporation June 2002 - April 2003
Skills
LIMS, GLP, Sop, Change Control, Pharmaceutical Industry, Document Management, Regulatory Affairs, PowerPoint, Customer Service, Microsoft Excel, Training
Education
University of California, Berkeley
Paralegal Certificate (UC Berkeley Extension - SF Campus)
Safeway July 2014 - December 2014
Novartis Vaccines May 2010 - December 2013
Zosano Pharma February 2008 - May 2010
UTStarcom June 2007 - 2008
Medtronic April 2006 - April 2007
CV Therapeutics June 2005 - June 2006
IPVALUE April 2003 - June 2005
E*TRADE Financial Corporation June 2002 - April 2003
Skills
LIMS, GLP, Sop, Change Control, Pharmaceutical Industry, Document Management, Regulatory Affairs, PowerPoint, Customer Service, Microsoft Excel, Training
Education
University of California, Berkeley
Paralegal Certificate (UC Berkeley Extension - SF Campus)
Tom Sheng, Ph.D.'s E*TRADE Financial Corporation Experience September 2003 - May 2006
Job Data Scientist, EMC Information Technology and Services
Industry Information Technology and Services
Experience
EMC March 2015 - Present
Wells Fargo April 2006 - Present
E*TRADE Financial Corporation September 2003 - May 2006
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas April 1997 - August 2003
Skills
Credit Risk, SAS, Analytics, Portfolio Management, Predictive Modeling, Business Analysis, Risk Management, Data Mining, Data Analysis, Business Intelligence, Data Warehousing, Segmentation, Teradata
Education
The University of Montana
Ph.D., Statistics
EMC March 2015 - Present
Wells Fargo April 2006 - Present
E*TRADE Financial Corporation September 2003 - May 2006
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas April 1997 - August 2003
Skills
Credit Risk, SAS, Analytics, Portfolio Management, Predictive Modeling, Business Analysis, Risk Management, Data Mining, Data Analysis, Business Intelligence, Data Warehousing, Segmentation, Teradata
Education
The University of Montana
Ph.D., Statistics
Kim Bowers's E*TRADE Financial Corporation Experience November 2005 - May 2008
Job Asset Management Group AVP at PNC
Industry Banking
Experience
PNC June 2015 - Present
PNC Bank, Consumer Loan Center – AMG- Asset Management Group May 2011 - Present
PNC Bank, Consumer Loan Center June 2010 - May 2011
PNC Mortgage May 2009 - June 2010
BNY Mellon May 2008 - May 2009
E*TRADE Financial November 2005 - May 2008
E*TRADE Financial Corporation November 2005 - May 2008
Citizens Bank February 2005 - November 2005
Citizens Bank January 1995 - February 2005
Mellon Bank / Citizens Bank July 1992 - January 1995
Skills
Residential Mortgages, Credit Analysis, FHA, Underwriting, Credit, Mortgage Banking, Loans, Mortgage Underwriting, Mortgage Lending, Home Equity, Wealth Management, Asset Based Lending, Commercial Lending, Asset Management, Consumer Lending, Credit Risk, Loan Servicing, Refinance, FHA financing, Banking, Lines Of Credit, Risk Management, Financial Analysis, Leadership, Commercial Banking, Financial Structuring, Real Estate Financing, Home Equity Loans, Retail Banking, Home Equity Lines of..., Cross Selling, Real Estate, Government Loans, Private Banking, Real Estate Lending, Analysis
Education
Westmoreland County Community College 1985 — 1987
Business Administration and Management, General / Accounting
University of Pittsburgh 1980 — 1982
Mechanical Engineering
PNC June 2015 - Present
PNC Bank, Consumer Loan Center – AMG- Asset Management Group May 2011 - Present
PNC Bank, Consumer Loan Center June 2010 - May 2011
PNC Mortgage May 2009 - June 2010
BNY Mellon May 2008 - May 2009
E*TRADE Financial November 2005 - May 2008
E*TRADE Financial Corporation November 2005 - May 2008
Citizens Bank February 2005 - November 2005
Citizens Bank January 1995 - February 2005
Mellon Bank / Citizens Bank July 1992 - January 1995
Skills
Residential Mortgages, Credit Analysis, FHA, Underwriting, Credit, Mortgage Banking, Loans, Mortgage Underwriting, Mortgage Lending, Home Equity, Wealth Management, Asset Based Lending, Commercial Lending, Asset Management, Consumer Lending, Credit Risk, Loan Servicing, Refinance, FHA financing, Banking, Lines Of Credit, Risk Management, Financial Analysis, Leadership, Commercial Banking, Financial Structuring, Real Estate Financing, Home Equity Loans, Retail Banking, Home Equity Lines of..., Cross Selling, Real Estate, Government Loans, Private Banking, Real Estate Lending, Analysis
Education
Westmoreland County Community College 1985 — 1987
Business Administration and Management, General / Accounting
University of Pittsburgh 1980 — 1982
Mechanical Engineering
Jyotin (Joe) Patel's E*TRADE Financial Corporation Experience June 2000 - July 2007
Job Senior Software Engineer at Quest Diagnostics
Industry Information Technology and Services
Experience
Quest Diagnostics April 2012 - Present
ocsofttech 2010 - 2014
Mainfreight USA 2007 - 2009
E*TRADE Financial Corporation June 2000 - July 2007
Education
University of Brighton
Quest Diagnostics April 2012 - Present
ocsofttech 2010 - 2014
Mainfreight USA 2007 - 2009
E*TRADE Financial Corporation June 2000 - July 2007
Education
University of Brighton
Farahnaz Sayani's E*TRADE Financial Corporation Experience November 2014 - Present
Job Manager Enterprise Services at E*TRADE Financial Corporation
Industry Information Technology and Services
Experience
E*TRADE Financial Corporation November 2014 - Present
MedAssets March 2013 - November 2014
Independent Consultant July 2011 - March 2013
MarketSource August 2007 - May 2010
MarketSource November 2005 - July 2007
Cardinal Health May 2004 - July 2005
Baxter Healthcare 2003 - 2003
Baxter Healthcare 2000 - 2002
Shell 1999 - 2000
Shell 1996 - 1999
Skills
Cross-functional Team..., Business Process, Business Intelligence, Visio, CRM, Program Management, Forecasting, Change Management, Strategy, Analysis, Management, SAP, Project Management, Integration, Competitive Analysis, Software Documentation, Team Leadership, Business Development, Budgets, Training, Strategic Planning, Business Strategy, Vendor Management
Education
University of Pennsylvania - The Wharton School
Bachelors, Finance & Strategic Management
E*TRADE Financial Corporation November 2014 - Present
MedAssets March 2013 - November 2014
Independent Consultant July 2011 - March 2013
MarketSource August 2007 - May 2010
MarketSource November 2005 - July 2007
Cardinal Health May 2004 - July 2005
Baxter Healthcare 2003 - 2003
Baxter Healthcare 2000 - 2002
Shell 1999 - 2000
Shell 1996 - 1999
Skills
Cross-functional Team..., Business Process, Business Intelligence, Visio, CRM, Program Management, Forecasting, Change Management, Strategy, Analysis, Management, SAP, Project Management, Integration, Competitive Analysis, Software Documentation, Team Leadership, Business Development, Budgets, Training, Strategic Planning, Business Strategy, Vendor Management
Education
University of Pennsylvania - The Wharton School
Bachelors, Finance & Strategic Management
Kyle Massey's E*TRADE Financial Corporation Experience July 2015 - Present
Job at
Industry Financial Services
Experience
E*TRADE Financial Corporation July 2015 - Present
E*TRADE Financial July 2010 - June 2015
TD Ameritrade March 2008 - September 2009
Ameriprise Financial Services, Inc. 2006 - 2007
Skills
Asset Allocation, Asset Management, Retirement Planning, Consultative Sales..., Investments, Insurance, Strategic Financial..., Mutual Funds, Equities, Portfolio Management, Customer Service, Financial Analysis, Microsoft Excel, Microsoft Office
Education
University of California, Riverside 2003 — 2006
Bachelor of Science (BS), Business Administration and Management, General
E*TRADE Financial Corporation July 2015 - Present
E*TRADE Financial July 2010 - June 2015
TD Ameritrade March 2008 - September 2009
Ameriprise Financial Services, Inc. 2006 - 2007
Skills
Asset Allocation, Asset Management, Retirement Planning, Consultative Sales..., Investments, Insurance, Strategic Financial..., Mutual Funds, Equities, Portfolio Management, Customer Service, Financial Analysis, Microsoft Excel, Microsoft Office
Education
University of California, Riverside 2003 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Steven Lixuan Wang's E*TRADE Financial Corporation Experience February 2015 - Present
Job Data Analyst at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation February 2015 - Present
Walmart eCommerce October 2014 - February 2015
Newmo June 2013 - October 2014
JT Capital Management June 2011 - August 2011
Guosen Securities June 2010 - August 2011
American Red Cross June 2009 - June 2010
Assemblywoman Fiona Ma’s Office May 2008 - May 2010
Skills
Strategic Planning, Banking, Budgets, Financial Analysis, Big Data Analysis, Excel, Management, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Investment Analysis, R, Math and Statistics, Data Mining, Data Processing, Data Presentation, PL/SQL, SQL, MS Access, VBA
Education
UC Davis 2010 — 2012
Bachelor's degree, Economics
E*TRADE Financial Corporation February 2015 - Present
Walmart eCommerce October 2014 - February 2015
Newmo June 2013 - October 2014
JT Capital Management June 2011 - August 2011
Guosen Securities June 2010 - August 2011
American Red Cross June 2009 - June 2010
Assemblywoman Fiona Ma’s Office May 2008 - May 2010
Skills
Strategic Planning, Banking, Budgets, Financial Analysis, Big Data Analysis, Excel, Management, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Investment Analysis, R, Math and Statistics, Data Mining, Data Processing, Data Presentation, PL/SQL, SQL, MS Access, VBA
Education
UC Davis 2010 — 2012
Bachelor's degree, Economics
Nancy Carlin Scholz's E*TRADE Financial Corporation Experience August 2013 - Present
Job Director, Transformation at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation August 2013 - Present
The Surrogacy Experience August 2010 - July 2013
Merrill Lynch 2001 - 2009
Skills
Strategic Planning, Strategy, Forecasting, Financial Modeling, Banking, Business Strategy, Business Analysis, Financial Analysis, Financial Services, Equities, Project Management
Education
University of Delaware - Lerner College of Business and Economics 1997 — 2001
BS, Business Administration
E*TRADE Financial Corporation August 2013 - Present
The Surrogacy Experience August 2010 - July 2013
Merrill Lynch 2001 - 2009
Skills
Strategic Planning, Strategy, Forecasting, Financial Modeling, Banking, Business Strategy, Business Analysis, Financial Analysis, Financial Services, Equities, Project Management
Education
University of Delaware - Lerner College of Business and Economics 1997 — 2001
BS, Business Administration
Yulia Shvetsova's E*TRADE Financial Corporation Experience June 2015 - Present
Job Fraud Services Operations Analyst
Industry Financial Services
Experience
E*TRADE Financial Corporation June 2015 - Present
E*TRADE Financial Corporation December 2014 - May 2015
Private Individual October 2013 - June 2014
Morgan Stanley Wealth Management September 2012 - April 2013
Thermo Fisher Scientific May 2010 - August 2011
Ernst & Young June 2011 - July 2011
Skills
Hold Series 7, Hold Series 63, Accounting, Data Analysis, Financial Analysis, Russian, Research, Management, Market Research, Public Speaking, International Relations, Economic Development..., Analysis, Impact Evaluation, Program Evaluation, Economic Modeling, Salesforce.com, Access, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint
Education
University of San Francisco 2013 — 2015
Master of Science (MS), International and Developmental Economics
University of Montevallo 2009 — 2013
Bachelor's of Business Administration, Major: Finance, Minor: Accounting, Magna Cum Laude
Vesalius College 2011 — 2011
E*TRADE Financial Corporation June 2015 - Present
E*TRADE Financial Corporation December 2014 - May 2015
Private Individual October 2013 - June 2014
Morgan Stanley Wealth Management September 2012 - April 2013
Thermo Fisher Scientific May 2010 - August 2011
Ernst & Young June 2011 - July 2011
Skills
Hold Series 7, Hold Series 63, Accounting, Data Analysis, Financial Analysis, Russian, Research, Management, Market Research, Public Speaking, International Relations, Economic Development..., Analysis, Impact Evaluation, Program Evaluation, Economic Modeling, Salesforce.com, Access, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint
Education
University of San Francisco 2013 — 2015
Master of Science (MS), International and Developmental Economics
University of Montevallo 2009 — 2013
Bachelor's of Business Administration, Major: Finance, Minor: Accounting, Magna Cum Laude
Vesalius College 2011 — 2011
Jenifer Dawes's E*TRADE Financial Corporation Experience 2012 - March 2015
Job Financial Services Professional
Industry Financial Services
Experience
Salt Lake County December 2014 - Present
E*TRADE Financial Corporation 2012 - March 2015
Etrade October 2012 - November 2014
Discover Financial Services 1999 - 2011
Skills
Customer Service, Financial Services, Credit Cards, Finance, Relationship Management, Retail Banking, PowerPoint, Banking, Credit, Financial Analysis, Investments, Leadership, Microsoft Word
Education
University of Phoenix 2007 — 2010
Bachelor's degree, Finance, General
Salt Lake County December 2014 - Present
E*TRADE Financial Corporation 2012 - March 2015
Etrade October 2012 - November 2014
Discover Financial Services 1999 - 2011
Skills
Customer Service, Financial Services, Credit Cards, Finance, Relationship Management, Retail Banking, PowerPoint, Banking, Credit, Financial Analysis, Investments, Leadership, Microsoft Word
Education
University of Phoenix 2007 — 2010
Bachelor's degree, Finance, General
Christopher Loy's E*TRADE Financial Corporation Experience October 2013 - Present
Job Team Lead, Active Trading
Industry Financial Services
Experience
E*TRADE Financial Corporation October 2013 - Present
Springleaf Financial Services April 2011 - October 2013
Accounting and Tax Educators January 2010 - October 2013
Skills
Financial Services, Management, Risk Management, Brokerage, Training
Education
University of Central Florida 2005 — 2009
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
E*TRADE Financial Corporation October 2013 - Present
Springleaf Financial Services April 2011 - October 2013
Accounting and Tax Educators January 2010 - October 2013
Skills
Financial Services, Management, Risk Management, Brokerage, Training
Education
University of Central Florida 2005 — 2009
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
Whitney Deadwyler's E*TRADE Financial Corporation Experience December 2013 - Present
Job Active Trader at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation December 2013 - Present
Two Urban Licks July 2013 - April 2014
J.P. Turner and Company May 2013 - October 2013
Richard's Wine Bar January 2013 - July 2013
Richard's Wine Bar June 2011 - July 2013
Hallie Janes Catering April 2008 - August 2012
American Campus Communities June 2008 - March 2011
Education
Georgia College 2011 — 2013
Bachelor's, Marketing
Gainesville State College 2008 — 2010
Associate of Arts (A.A.), Business Administration and Management, General
E*TRADE Financial Corporation December 2013 - Present
Two Urban Licks July 2013 - April 2014
J.P. Turner and Company May 2013 - October 2013
Richard's Wine Bar January 2013 - July 2013
Richard's Wine Bar June 2011 - July 2013
Hallie Janes Catering April 2008 - August 2012
American Campus Communities June 2008 - March 2011
Education
Georgia College 2011 — 2013
Bachelor's, Marketing
Gainesville State College 2008 — 2010
Associate of Arts (A.A.), Business Administration and Management, General
shanika smith's E*TRADE Financial Corporation Experience October 2008 - May 2010
Job Wells Fargo at Wells Fargo Home Mortgage
Industry Banking
Experience
SunTrust April 2012 - November 2013
Wells Fargo Home Mortgage April 2011 - April 2012
E*TRADE Financial Corporation October 2008 - May 2010
EquiFirst May 2006 - August 2008
Skills
Banking, Customer Service, Management, Sales, Mortgage Lending, Leadership, Training, Loans, Finance, Closer, Success Driven, Mortgage Industry
Education
University of North Carolina at Charlotte 2004 — 2005
Medical Assistant, Medical
York Technical College 1997 — 2000
Accounting and Business/Management
Saluda High School 1994 — 1997
Diploma
SunTrust April 2012 - November 2013
Wells Fargo Home Mortgage April 2011 - April 2012
E*TRADE Financial Corporation October 2008 - May 2010
EquiFirst May 2006 - August 2008
Skills
Banking, Customer Service, Management, Sales, Mortgage Lending, Leadership, Training, Loans, Finance, Closer, Success Driven, Mortgage Industry
Education
University of North Carolina at Charlotte 2004 — 2005
Medical Assistant, Medical
York Technical College 1997 — 2000
Accounting and Business/Management
Saluda High School 1994 — 1997
Diploma
Benson Liang's E*TRADE Financial Corporation Experience July 2015 - Present
Job Software Engineer at E*TRADE Financial Corporation
Industry Computer Software
Experience
E*TRADE Financial Corporation July 2015 - Present
E*TRADE Financial Corporation July 2014 - July 2015
Amazon June 2013 - September 2013
Skills
JavaScript, Java, NoSQL, SQL, C++, Programming, HTML
Education
University of California, Davis
Bachelor of Science (BS), Computer Science
E*TRADE Financial Corporation July 2015 - Present
E*TRADE Financial Corporation July 2014 - July 2015
Amazon June 2013 - September 2013
Skills
JavaScript, Java, NoSQL, SQL, C++, Programming, HTML
Education
University of California, Davis
Bachelor of Science (BS), Computer Science
Kouassi Kouadio's E*TRADE Financial Corporation Experience July 2014 - Present
Job Senior Corporate Financial Reporting
Industry Financial Services
Experience
E*TRADE Financial Corporation July 2014 - Present
BET NETWORKS October 2011 - January 2014
AES March 2011 - October 2011
QIAGEN April 2006 - January 2011
Skills
Variance Analysis, Financial Accounting, SOX Compliancy, Accounting, Financial Analysis, SAP FICO, SAP ERP, SAP FI/CO Configuration, Financial Reporting, Corporate Finance, Microsoft Excel, Microsoft Word, Microsoft Office
Education
University of Maryland University College 2005 — 2007
Bachelor's Degree, Accounting
E*TRADE Financial Corporation July 2014 - Present
BET NETWORKS October 2011 - January 2014
AES March 2011 - October 2011
QIAGEN April 2006 - January 2011
Skills
Variance Analysis, Financial Accounting, SOX Compliancy, Accounting, Financial Analysis, SAP FICO, SAP ERP, SAP FI/CO Configuration, Financial Reporting, Corporate Finance, Microsoft Excel, Microsoft Word, Microsoft Office
Education
University of Maryland University College 2005 — 2007
Bachelor's Degree, Accounting
Alexander McGee's E*TRADE Financial Corporation Experience May 2015 - August 2015
Job Student at University of Connecticut
Industry
Experience
E*TRADE Financial Corporation May 2015 - August 2015
Education
University of Connecticut
E*TRADE Financial Corporation May 2015 - August 2015
Education
University of Connecticut
Allan Lazaro's E*TRADE Financial Corporation Experience January 2003 - July 2004
Job VP Prime Brokerage at BTIG, LLC
Industry Financial Services
Experience
BTIG, LLC December 2014 - Present
BNP Paribas October 2008 - June 2014
Bank of America May 2005 - October 2008
Fidelity Investments July 2004 - May 2005
E*TRADE Financial Corporation January 2003 - July 2004
Bank of America February 2000 - February 2002
Bank of America June 1998 - February 2002
Jack White & Company November 1995 - May 1998
Skills
Prime Brokerage, Financial Services, Client Services, Equities, Investments, Derivatives, Securities, Bloomberg, Capital Markets, Asset Management, Hedge Funds, Series 7, Alternative Investments, Investment Banking
Education
University of California, San Diego 1991 — 1995
Bachelor's Degree, Applied Mathematics
Southwest High School 1988 — 1991
BTIG, LLC December 2014 - Present
BNP Paribas October 2008 - June 2014
Bank of America May 2005 - October 2008
Fidelity Investments July 2004 - May 2005
E*TRADE Financial Corporation January 2003 - July 2004
Bank of America February 2000 - February 2002
Bank of America June 1998 - February 2002
Jack White & Company November 1995 - May 1998
Skills
Prime Brokerage, Financial Services, Client Services, Equities, Investments, Derivatives, Securities, Bloomberg, Capital Markets, Asset Management, Hedge Funds, Series 7, Alternative Investments, Investment Banking
Education
University of California, San Diego 1991 — 1995
Bachelor's Degree, Applied Mathematics
Southwest High School 1988 — 1991
Douglas Alldredge CFP®'s E*TRADE Financial Corporation Experience
Job Manager at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation
Skills
Management, Sales, Financial Analysis, Risk Management, Banking, Business Analysis, Strategic Planning, Process Improvement, Investments, Finance
Education
University of Central Florida
Bachelor's Degree
E*TRADE Financial Corporation
Skills
Management, Sales, Financial Analysis, Risk Management, Banking, Business Analysis, Strategic Planning, Process Improvement, Investments, Finance
Education
University of Central Florida
Bachelor's Degree
Mary Beth Giroux's E*TRADE Financial Corporation Experience Senior Benefits & Leave AdministratorPrada USA CorpOctober 2014 - March 2015
Job Senior Benefits Analyst at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation Senior Benefits & Leave AdministratorPrada USA CorpOctober 2014 - March 2015
Coach September 2010 - October 2014
Latham & Watkins August 2006 - September 2010
USI Consulting Group May 2002 - August 2006
Education
University of Hartford
Bachelor of Arts (B.A.)
E*TRADE Financial Corporation Senior Benefits & Leave AdministratorPrada USA CorpOctober 2014 - March 2015
Coach September 2010 - October 2014
Latham & Watkins August 2006 - September 2010
USI Consulting Group May 2002 - August 2006
Education
University of Hartford
Bachelor of Arts (B.A.)
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.