Executive Director, 10b5-1 Trading Plans
Colleen Arguello, Executive Director, leads the team responsible for E*TRADE Executive Services 10b5-1 plan offering. In her role she is responsible for strategy and business development for both 10b5-1 Automation and for the customizable 10b5-1 plan service.
With over 20 years of experience in the financial industry, Mrs. Arguello joined E*TRADE from Needham and Company, where she served as head of the corporate and venture service desk. Her expertise lies specifically in corporate and venture services, including stock sales, stock options, stock repurchase plans, and in implementing 10b5-1 sales plans for corporate insiders and officers.
Mrs. Arguello received a BS in Business Administration from the University of Dayton and currently holds FINRA Series 7, 63, and 24 licenses.