Keynote Speakers

At E*TRADE Directions 2019, you’ll have the opportunity to hear from dynamic, forward-looking thinkers and some of the most respected leaders in the industry.

Read Amy’s full bio..

Amy Purdy is a true champion. When she was 19, a severe case of meningitis robbed her of her legs below the knee. But it didn’t come close to stopping her. Instead, she went on to realize a childhood dream that few ever accomplish: becoming a world-class competitive snowboarder.

Not satisfied with the one-size-fits-all prosthetics for new amputees, Ms. Purdy designed her own replacements to carve the tightest path possible through the snow and went on to medal at multiple Paralympic Games. She also appeared as a contestant on The Amazing Race and made it to the 2014 finals of Dancing with the Stars, where her strength and artistry won the hearts of millions.

Purdy was featured in Oprah Winfrey’s The Life You Want tour and is the author of the New York Times bestseller, On My Own Two Feet, an intimate look at her remarkable comeback from adversity. She’s also the co-founder of Adaptive Action Sports, a non-profit organization dedicated to empowering and training athletes with permanent disabilities.

Read Leonard’s full bio..

Leonard Brody is a true visionary. He knows how new technologies and the behaviors associated with them can both enrich and disrupt our lives—and explains how we can position ourselves to get out in front of them.

Mr. Brody is chairman of Creative Labs, a joint venture with CAA, the world’s largest sports and entertainment agency. He’s a two-time Emmy nominee and best-selling author of Innovation Nation (2002) and Everything I Needed to Know About Business…I Learned from a Canadian (2010). He has consulted and shared insights on technology and culture with a host of corporations, including Dell, Pepsi, Visa, Warner Music, and more.

Described by BCBusiness Magazine as a “controversial leader of the new world order,” Mr. Brody always has his eyes trained on the future. His Forbes-hosted series The Great Rewrite has been viewed millions of times and offers startling insights into artificial intelligence, blockchain, and other powerful trends that are forever changing the way we work, play, and live.

E*TRADE Corporate Services Leadership Team

Scott
Whatley

President
E*TRADE Corporate Services

Read Scott’s full bio..

Scott Whatley is President of E*TRADE Corporate Services. In this role, he is responsible for leading E*TRADE Corporate Services’ equity compensation administration business for nearly 1,000 corporate clients and more than 1.7 million stock plan participants. Scott’s team delivers leading stock plan technology and solutions for both clients and participants with the goal of service excellence.

With a deep business and equity compensation background, Scott previously served as the Vice President of Sales for E*TRADE Corporate Services.

Prior to joining E*TRADE in 2011, Scott was Regional Director at Verizon Business where he led the professional services and technology consulting practice. He spent seven years in a sales leadership role focused on the Fortune 1000 enterprise segment concentrating on technology integration, application management, and cyber-security consulting services.

Scott earned his bachelor’s degree in marketing from Western Carolina University.

A husband and father of three, Scott is an active member in his local community, volunteering with the Atlanta Mission and HOPE Foundation.

Adam
Colón

Vice President
E*TRADE Corporate Services

Read Adam’s full bio..

As Vice President of E*TRADE Corporate Services, Adam Colón oversees Sales and Relationship Management. He’s responsible for managing the firm’s relationships with corporate clients, ranging from large multinational corporations to smaller public and private companies.

An E*TRADE veteran, Adam joined the company in 2008 and brings over 22 years of experience in financial services and total benefits outsourcing. He has held a variety of leadership positions covering all aspects of the industry, including sales, product management, relationship management, implementation, customer service, and client operations.

Adam earned his bachelor’s degree from Pennsylvania State University. He holds a CEP® designation and FINRA Series 7, 24, and 63 licenses. Adam serves on the CEPI Advisory Board and the NASPP Advisory Board.

When Adam’s not at work, he’s likely coaching boys youth lacrosse, kayaking, or trying to keep up with his four children.

Carrie
Kovac

Senior Vice President
E*TRADE Corporate Services

Read Carrie’s full bio..

Carrie Kovac is Senior Vice President of Client Services for E*TRADE Corporate Services. In this role, Carrie is responsible for strategic planning and execution to drive service excellence for E*TRADE stock plan administration clients. Carrie also leads E*TRADE Corporate Services’ professional services team. Prior to this role, Carrie was responsible for E*TRADE Corporate Services’ Relationship Management organization.

Before joining E*TRADE, Carrie was the Director of Global Equity Compensation at Symantec Corporation with responsibility for managing the end-to-end administration of the company’s equity compensation program for more than 20,000 employees in over 45 countries. Prior to this role, she served as the Director of Investor Relations at Aspect Communications.

Carrie earned her BS in commerce in accounting from Santa Clara University. She holds a CEP® designation and FINRA Series 7, 24, and 63 licenses. She is a member of both the National Association of Stock Plan Professionals and the American Institute of Certified Public Accountants and serves on the Northern California GEO Chapter Committee.

Outside of the office, you can find Carrie catching an LA Dodgers game, spending time with her two children, or playing with her new puppy.

Mark
Mitchell

Vice President
E*TRADE Corporate Services

Read Mark’s full bio..

As Vice President of Product Management for E*TRADE Corporate Services. Mark Mitchell leads the team responsible for managing each of the Corporate Services products: Equity Edge Online®, the Client Resource Center, and participant experience on etrade.com. Mark has more than 15 years of product management experience, specializing in web and mobile software applications.

Prior to E*TRADE, Mark was co-founder of BCS Interactive, a digital design and marketing agency with responsibility for managing design and development. He brings a unique perspective to delivering cutting-edge digital experiences designed to deliver an industry-leading user experience.

Mark studied at the Institute of Audio Research and holds a FINRA Series 99 designation.

Before his time in the financial services industry, Mark worked as a recording engineer for some of the world’s most famous rock stars and music artists.

ETCS Leadership Team

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John Doe

President/CEO

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President/CEO

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President/CEO

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President/CEO

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