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A day in the life

It takes a broad team of skilled and talented people to put the power of investing in everybody’s hands. Whether we work in brokerage, technology, finance, or marketing, every employee helps E*TRADE reach that goal, in everything we do, every day.

Use the left or right arrows on the pictures below to learn a little bit more about our people and the work they do at E*TRADE.

JuanName: Juan
Title: Financial Consultant
Department, Office Location: Park Avenue, New York City
Year hired: 2012

Describe your background. 
My background is in financial planning, investments and insurance. I hold Series 7, 63 and 65 licenses and I am a Life, Accident & Health Licensed Insurance Adviser (LIA). I am versed in a variety of investments, including equities, ETFs, mutual funds, and options strategies. Furthering my education is important to me, and I’m currently working to obtain additional degrees and certifications to support my career.

What attracted you to E*TRADE?
I was attracted to E*TRADE because of the value proposition we offer to customers and our powerful trading platform.

What do you like most about working at E*TRADE?
I like the fact that customers can come to E*TRADE for great service, superior tools, a wide range of investment choices, and low price. As a Financial Consultant, I work closely with customers. Since each customer’s needs are different, some days I provide guidance on custom investment strategies and other days I teach customers how to use our tools and resources so they can place trades on their own.

What is a typical day at E*TRADE like for you?
The financial markets are dynamic, so no day is ever the same. As a Financial Consultant, it’s important to adjust accordingly to provide the type of support each customer needs. A typical day is fast-paced; I work on cultivating relationships with my existing customer base and developing relationships with potential new customers who stop in the branch.

How would you describe E*TRADE’s culture?
E*TRADE’s culture fosters approach-ability and accessibility. The Company supports opportunities for advancement such as continuing education and career development.

What do you like to do outside of work?
I am a father and a husband, so my life outside revolves around my family. I coach Little League and am an avid sports fan. I also enjoy traveling with my family, and look forward to different trips each year.

Alison Day In The Life PhotoName: Alison
Title: Vice President
Department, Office Location: Operations Governance and Control, Jersey City
Year hired: 2014

Describe your background.
As a graduate in Economics from Boston College, one of my first forays in the financial services industry was as a Sales Assistant on the institutional equity desk.  This was a great kick-off to my career as it taught me about the lifecycle of a trade and about the equity markets.  After five years, I decided to pursue my master’s degree at Georgetown University.  Upon graduation from business school, I joined a large firm in the Financial Services Advisory practice.  During my 4.5 year tenure there, I worked with various financial services institutions (hedge funds, broker-dealers, etc.) mostly doing risk management work.  After that I went on to work at two other companies where I focused on Operational Risk Management.

What attracted you to E*TRADE?
At E*TRADE, I had the opportunity to expand my horizons beyond my previous roles on the institutional side.  I am continually learning more about the retail side of the business.  In addition, I had the chance to meet with the senior management team as I was interviewing, and this finalized my decision to join the firm.  Based on discussions with them, I knew the firm would be a great fit and was on a good trajectory.

What do you like most about working at E*TRADE?
Due to the smaller size (versus other firms where I have worked), I find that the employees have great exposure to senior management.  Additionally, it is easier to navigate as well as be a change agent.  Operations is continually evolving and therefore there is no limit to the amount of projects in which to get involved.

What is a typical day at E*TRADE like for you?
The aspect that I enjoy most about my role is that there is no typical day. Each day is different and comes with new challenges.  I find that while there are some elements of a routine, most of the time we are tackling a variety of things.  Some days I will have to focus on fraud escalations or ways to improve our processes in that area.  Other days the team could be focused on Operation’s Risk and Control Self-Assessments (“RCSA”).  During certain times of the year, we are embedded in the escheatment/abandoned property process.

How would you describe E*TRADE’s culture?
E*TRADE’s culture is a dynamic environment where the only constant is change. There is never a dull moment. All associates, whether you are here one week, or ten years, have the opportunity to contribute and shine.

What do you like to do outside of work?
Outside of work, it’s mostly about spending time with my husband and my two daughters (5 and 8 years old). During the fall and spring, we often have sports and other activities on weekends.  In the summer, we go to the beach quite often and in the winter we try to do some skiing.  I love cooking, reading and traveling as well.