Dan Mullen - E*TRADE Financial Corporate Services
Dan Mullen joined E*TRADE Financial Corporate Services, Inc. in 2015 as the Boston-based Relationship Manager for mid-to-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 also a Certified Equity Professional (CEP) designee and serves on the board of the Boston Global Equity Organization (GEO) Chapter.
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Join us for our May 2018 Chapter Meeting in Pittsburgh: Insight into the Mind of Your Participants!
Location: ReedSmith LLP 225 Fifth Avenue| Suite 1200 | Pittsburgh, PA 15222
What really drives participants behavior? Knowledge, stock price, mood? Join this session as we review results from a survey of the stock plan participant population 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.