Speaker: Lenka Haase, Senior Manager E*TRADE Financial Corporate Services, Inc.
Lenka is a Senior Manager, heading up the Solutions Architects team with E*TRADE Financial Corporate Services, Inc. In her current role, Lenka works on a consultative basis to help strategically develop proactive action plans for unique plan requirements for current clients and key target prospects. Prior to being a Solutions Architect, Lenka worked as a Senior Client Services manager for some of E*TRADE Corporate Services’ largest clients. Lenka has more than nine years of experience working in the financial services industry at small and large firms. She earned her Bachelor of Science in Business with a focus on Finance from the University of Nevada, Las Vegas. Lenka is a CERTIFIED FINANCIAL PLANNER™ professional as well as a Certified Equity Professional and holds FINRA Series 7 and 66 licenses.
What really drives participants’ behavior? Knowledge, stock price, mood?
Join this session as we review results from a survey of over 40,000 stock plan participants with accounts at E*TRADE Securities. The survey covers feedback around several key topics, including participants' perceived value of their stock plan benefits, level of comprehension of plan benefits, and some areas of opportunity for better education.
Remit Meeting Fee