Dan Mullen joined E*TRADE Financial Corporate Services, Inc. in 2015 as the Boston-based Relationship Manager for mid/large market clients. In 2017, Dan was promoted to Sr. Relationship Manager assigned to strategic clients in the Greater Boston and NY/NJ/CT markets. Prior to joining E*TRADE, Dan spent 10 years at Fidelity Investments in various stock plan roles including Relationship Manager and Executive Services Officer. He received his bachelor’s from UMass-Amherst and MBA from Southern New Hampshire University. Dan is a Certified Equity Professional (CEP) designee and serves on the boards of both the Boston GEO and NASPP Chapters.
Companies are looking for effective ways to engage their employees and provide additional benefits. An ESPP is a straightforward way to give your employees an opportunity to invest in their organization. We will explore plan design elements, participation rates, and holding behavior of approximately 750K participants.
Location: Barbarie's Black Angus Grille, 5 Eagle Road Danbury, CT
Cost: Free, Thanks to the event sponsor: E*TRADE Financial
NASPP Members and Non-Members are Welcome!
CEP credits: 1
This special event is being sponsored by E*TRADE and is being provided at no cost to members and non-members who register to attend.