Charles Schwab
Industry: Financial services company
DescriptionThe Charles Schwab Corporation is a bank and brokerage firm, based in San Francisco, California. It was founded in 1971 by Charles R. Schwab and is one of the largest banks in the United States as well as one of the largest brokerage firms in the United States. Assets under management: 3.36 trillion USD (2017) Headquarters: San Francisco, California, United States CEO: Walter W Bettinger II Subsidiaries: OptionsXpress,
Charles Schwab List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Charles Schwab. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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11,132 Charles Schwab employees in database. Find out everything there's to know about Charles Schwab employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Charles Schwab Employees
Employee
Years
Job
Industry
Amy Huber Amy Huber's Charles Schwab Experience May 2013 - Present
Job Vice President, Business Development Officer at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2013 - Present
TD Ameritrade June 2011 - May 2013
OppenheimerFunds December 2010 - May 2011
OppenheimerFunds January 2006 - December 2010
OppenheimerFunds April 1998 - January 2006
Skills
Retirement, Retirement Planning, Series 63, 401k, Product Marketing, Mutual Funds, Series 7, Relationship Management, ERISA, Series 6, Retirement Plan..., Defined Contribution, Pensions, Investment Advisory, Defined Benefit, FINRA, Asset Allocation, Securities
Education
Colorado State University
BS, Business Administration
Charles Schwab May 2013 - Present
TD Ameritrade June 2011 - May 2013
OppenheimerFunds December 2010 - May 2011
OppenheimerFunds January 2006 - December 2010
OppenheimerFunds April 1998 - January 2006
Skills
Retirement, Retirement Planning, Series 63, 401k, Product Marketing, Mutual Funds, Series 7, Relationship Management, ERISA, Series 6, Retirement Plan..., Defined Contribution, Pensions, Investment Advisory, Defined Benefit, FINRA, Asset Allocation, Securities
Education
Colorado State University
BS, Business Administration
Tara Stuteville Tara Stuteville's Charles Schwab Experience May 2015 - Present
Job Sr. Buyer, Corporate Vendor Management, Procurement at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2015 - Present
BTT Real Estate February 2015 - April 2015
Western Union February 2012 - April 2015
Equity Colorado 2014 - 2015
Knowledge Universe May 2007 - April 2012
Phillips Van Heusen (formerly Mulberry Neckwear) 1999 - 2006
Victoria's Secret 1991 - 1999
Skills
Customer Service, Excel, Access, Customer Relations, Inventory Management, Forecasting, Negotiation, Sourcing, Outlook, Planning, Retail, Sales Management, Microsoft Office, Performance Management, Coaching, PowerPoint, New Business Development, Hiring, Account Management, Purchasing, Word, Team Building, Vendor Relations, Process Improvement, Problem Solving, Procurement, Receiving, Supervisory Skills, Analysis, Operations Management, Scheduling, Vendor, Contract Negotiation, Data Analysis, Financial Analysis, Strategic Planning, Team Leadership, Leadership Development, Microsoft Excel
Education
CSU Global 2012 — 2014
Bachelor of Business Administration (BBA), Organizational Leadership
Kaplan Professional
College of Southern Nevada 2002 — 2003
Long Beach City College 1993 — 1995
Charles Schwab May 2015 - Present
BTT Real Estate February 2015 - April 2015
Western Union February 2012 - April 2015
Equity Colorado 2014 - 2015
Knowledge Universe May 2007 - April 2012
Phillips Van Heusen (formerly Mulberry Neckwear) 1999 - 2006
Victoria's Secret 1991 - 1999
Skills
Customer Service, Excel, Access, Customer Relations, Inventory Management, Forecasting, Negotiation, Sourcing, Outlook, Planning, Retail, Sales Management, Microsoft Office, Performance Management, Coaching, PowerPoint, New Business Development, Hiring, Account Management, Purchasing, Word, Team Building, Vendor Relations, Process Improvement, Problem Solving, Procurement, Receiving, Supervisory Skills, Analysis, Operations Management, Scheduling, Vendor, Contract Negotiation, Data Analysis, Financial Analysis, Strategic Planning, Team Leadership, Leadership Development, Microsoft Excel
Education
CSU Global 2012 — 2014
Bachelor of Business Administration (BBA), Organizational Leadership
Kaplan Professional
College of Southern Nevada 2002 — 2003
Long Beach City College 1993 — 1995
Clint Kempster Clint Kempster's Charles Schwab Experience July 1996 - June 2001
Job C.C. Tech Tutor Owner / ANFG Inc Director of Marketing Technologies
Industry E-Learning
Experience
C.C. Tech Tutor November 2011 - Present
SkinnerTech October 2010 - November 2011
Verizon Wireless November 2005 - June 2010
Executemps September 2001 - October 2005
Charles Schwab July 1996 - June 2001
Excel Agent Services October 1994 - June 1996
Incredible Universe September 1993 - 1994
Best Buy August 1992 - August 1993
Hilton Worldwide 1991 - 1993
Marriott International 1989 - 1991
Skills
IT Management, IT Service Management, Project Coordination, Stock Management, Retail Management, Web Development, Fine Art, Technology Development, Bartending, Coaching, Online Marketing, Customer Relations, Marketing Strategy, Strategic Planning, Customer Service, E-commerce, New Business Development, Social Networking, Social Media Marketing, SEO, Social Media, Problem Solving, Windows, Public Speaking, Web Design, Online Advertising, Sales, Strategic Partnerships, Marketing, Networking, Small Business, Team Building, Business Development, Training, Budgets, Solution Selling, Direct Sales, Troubleshooting, Entrepreneurship, Selling, Leadership, Start-ups, Lead Generation, Time Management
Education
Collins College 1986 — 1987
Commercial Design, Commercial Design
Tempe High School 1981 — 1985
General, General
C.C. Tech Tutor November 2011 - Present
SkinnerTech October 2010 - November 2011
Verizon Wireless November 2005 - June 2010
Executemps September 2001 - October 2005
Charles Schwab July 1996 - June 2001
Excel Agent Services October 1994 - June 1996
Incredible Universe September 1993 - 1994
Best Buy August 1992 - August 1993
Hilton Worldwide 1991 - 1993
Marriott International 1989 - 1991
Skills
IT Management, IT Service Management, Project Coordination, Stock Management, Retail Management, Web Development, Fine Art, Technology Development, Bartending, Coaching, Online Marketing, Customer Relations, Marketing Strategy, Strategic Planning, Customer Service, E-commerce, New Business Development, Social Networking, Social Media Marketing, SEO, Social Media, Problem Solving, Windows, Public Speaking, Web Design, Online Advertising, Sales, Strategic Partnerships, Marketing, Networking, Small Business, Team Building, Business Development, Training, Budgets, Solution Selling, Direct Sales, Troubleshooting, Entrepreneurship, Selling, Leadership, Start-ups, Lead Generation, Time Management
Education
Collins College 1986 — 1987
Commercial Design, Commercial Design
Tempe High School 1981 — 1985
General, General
Jim Halferty Jim Halferty's Charles Schwab Experience September 1999 - June 2006
Job Senior Instructional Designer/Developer at Pulte Mortgage
Industry E-Learning
Experience
Pulte Mortgage June 2006 - Present
Charles Schwab September 1999 - June 2006
Charles Schwab June 1995 - August 1999
Morgan Stanley Dean Witter April 1994 - June 1995
US Navy August 1982 - February 1994
Skills
ADDIE, Captivate, Instructional Design, Blended Learning, Adult Learning Theory, Lectora, Instructor-led Training, Hands-on Training, Organizational Learning, Learning Management, Training Delivery, Technical Writing, Leadership Development, Mentoring, Process Improvement, Learning Management..., Performance Consulting, Employee Training, Training, Needs Analysis, Training Videos, E-learning Development, Soft Skills, Online Training, Learning Solutions, Job Aids, Digital Photography, Photoshop, Curriculum Development, Technical Training, Course Development, Performance Improvement, Camtasia, Video Production, Human Performance, E-Learning
Education
University of Colorado at Denver 2003 — 2004
Certificate, Online Learning Environments
Colorado State University 1996 — 1998
MBA, Business Administration and Management, General
Oregon State University 1978 — 1982
BS, Business Administration - Management Concentration
South Eugene High School 1975 — 1978
Diploma
Pulte Mortgage June 2006 - Present
Charles Schwab September 1999 - June 2006
Charles Schwab June 1995 - August 1999
Morgan Stanley Dean Witter April 1994 - June 1995
US Navy August 1982 - February 1994
Skills
ADDIE, Captivate, Instructional Design, Blended Learning, Adult Learning Theory, Lectora, Instructor-led Training, Hands-on Training, Organizational Learning, Learning Management, Training Delivery, Technical Writing, Leadership Development, Mentoring, Process Improvement, Learning Management..., Performance Consulting, Employee Training, Training, Needs Analysis, Training Videos, E-learning Development, Soft Skills, Online Training, Learning Solutions, Job Aids, Digital Photography, Photoshop, Curriculum Development, Technical Training, Course Development, Performance Improvement, Camtasia, Video Production, Human Performance, E-Learning
Education
University of Colorado at Denver 2003 — 2004
Certificate, Online Learning Environments
Colorado State University 1996 — 1998
MBA, Business Administration and Management, General
Oregon State University 1978 — 1982
BS, Business Administration - Management Concentration
South Eugene High School 1975 — 1978
Diploma
Kay Nesmith Kay Nesmith's Charles Schwab Experience March 1986 - November 2012
Job Registered Client Associate
Industry Financial Services
Experience
Charles Schwab March 1986 - November 2012
Skills
Investments, Equities, Wealth Management, Series 7, Risk Management, Financial Services, Mutual Funds, Securities, Portfolio Management, Alternative Investments
Education
College for Financial Planning 2008 — 2009
AAMS, Accredited Asset Management Specialist, Pass
UMUC 2001 — 2006
Bachelor of Science (BS), Management Studies, 3.8
Charles Schwab March 1986 - November 2012
Skills
Investments, Equities, Wealth Management, Series 7, Risk Management, Financial Services, Mutual Funds, Securities, Portfolio Management, Alternative Investments
Education
College for Financial Planning 2008 — 2009
AAMS, Accredited Asset Management Specialist, Pass
UMUC 2001 — 2006
Bachelor of Science (BS), Management Studies, 3.8
Silas Anderson, AAMS® Silas Anderson, AAMS®'s Charles Schwab Experience February 2008 - Present
Job Charles Schwab & Co.
Industry Financial Services
Experience
Charles Schwab February 2008 - Present
Eastern Savings Bank, fsb January 2005 - January 2008
Skills
Customer Service, Leadership, Series 9/10, Series 7, Series 63, Coaching, Call Centers, Team Management, Financial Services, Finance, Workforce Management, New Business Development, Customer Experience, Sales Management, Sales, Great Motivator, Service to Sales..., Business Process..., Change Management, Direct Sales, Human Resources, Recruiting, Banking, Loans, Mortgage Lending, Portfolio Management, Investments, Management, Mutual Funds, Risk Management, Retirement Planning, Securities, Equities, Financial Planning, Wealth Management, Asset Management, Process Improvement, Strategy, Asset Allocation, Project Management, Relationship Management, Real Estate, Retirement
Education
College for Financial Planning
Charles Schwab February 2008 - Present
Eastern Savings Bank, fsb January 2005 - January 2008
Skills
Customer Service, Leadership, Series 9/10, Series 7, Series 63, Coaching, Call Centers, Team Management, Financial Services, Finance, Workforce Management, New Business Development, Customer Experience, Sales Management, Sales, Great Motivator, Service to Sales..., Business Process..., Change Management, Direct Sales, Human Resources, Recruiting, Banking, Loans, Mortgage Lending, Portfolio Management, Investments, Management, Mutual Funds, Risk Management, Retirement Planning, Securities, Equities, Financial Planning, Wealth Management, Asset Management, Process Improvement, Strategy, Asset Allocation, Project Management, Relationship Management, Real Estate, Retirement
Education
College for Financial Planning
Rich Stamps, AIF® Rich Stamps, AIF®'s Charles Schwab Experience October 2000 - March 2006
Job Retirement Plan Consultant at Brunette & Associates LLC
Industry Financial Services
Experience
Brunette & Associates LLC July 2014 - Present
OneAmerica January 2011 - July 2014
OneAmerica March 2009 - January 2011
Edward Jones March 2006 - March 2009
Charles Schwab October 2000 - March 2006
Skills
Retirement, 401k, Mutual Funds, Retirement Planning, Defined Contribution, Investments, Qualified Retirement..., Series 7, Fixed Annuities, Defined Benefit, Retirement Plan..., Pensions, IRAs, ERISA, Asset Allocation, CRM, Investment Advisory, 403 b, 457 Plans, Retirement Savings, Wealth Management, Variable Annuities, Nonprofits, Non-Qualified Deferred..., Separately Managed..., Investment Management, Benchmarking, Series 65, FINRA, AAMS, Tax-exempt, Profit Sharing, Life Insurance, Financial Advisory, Long-term Care, Financial Services, Relationship Management, Securities, AIF, Fiduciary Management, RFP
Education
College for Financial Planning 2006 — 2006
Accredited Asset Management Specialist (AAMS)
Baylor University 1993 — 1997
BBA, Economics
Brunette & Associates LLC July 2014 - Present
OneAmerica January 2011 - July 2014
OneAmerica March 2009 - January 2011
Edward Jones March 2006 - March 2009
Charles Schwab October 2000 - March 2006
Skills
Retirement, 401k, Mutual Funds, Retirement Planning, Defined Contribution, Investments, Qualified Retirement..., Series 7, Fixed Annuities, Defined Benefit, Retirement Plan..., Pensions, IRAs, ERISA, Asset Allocation, CRM, Investment Advisory, 403 b, 457 Plans, Retirement Savings, Wealth Management, Variable Annuities, Nonprofits, Non-Qualified Deferred..., Separately Managed..., Investment Management, Benchmarking, Series 65, FINRA, AAMS, Tax-exempt, Profit Sharing, Life Insurance, Financial Advisory, Long-term Care, Financial Services, Relationship Management, Securities, AIF, Fiduciary Management, RFP
Education
College for Financial Planning 2006 — 2006
Accredited Asset Management Specialist (AAMS)
Baylor University 1993 — 1997
BBA, Economics
Daniel Zeiger Daniel Zeiger's Charles Schwab Experience March 2014 - Present
Job Senior Operational Risk Manager, Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2014 - Present
Charles Schwab September 2011 - March 2014
Dish Network March 2011 - September 2011
Dish Network February 2008 - March 2011
Skills
Operations Management, Process Improvement, SDLC, Business Analysis, Vendor Management, Program Management, Cross-functional Team..., Change Management, Analysis, Quality Assurance, Project Management, Visio, Team Building, Team Leadership, Access, Leadership, Management, SQL, Business Intelligence, Telecommunications, Data Analysis, Business Process, Risk Management
Education
University of Colorado Denver 2003 — 2006
Bachelor's of Science, Mathematics
Colorado School of Mines 2001 — 2003
Electrical Engineering
Charles Schwab March 2014 - Present
Charles Schwab September 2011 - March 2014
Dish Network March 2011 - September 2011
Dish Network February 2008 - March 2011
Skills
Operations Management, Process Improvement, SDLC, Business Analysis, Vendor Management, Program Management, Cross-functional Team..., Change Management, Analysis, Quality Assurance, Project Management, Visio, Team Building, Team Leadership, Access, Leadership, Management, SQL, Business Intelligence, Telecommunications, Data Analysis, Business Process, Risk Management
Education
University of Colorado Denver 2003 — 2006
Bachelor's of Science, Mathematics
Colorado School of Mines 2001 — 2003
Electrical Engineering
Britain Weise Britain Weise's Charles Schwab Experience January 2008 - February 2011
Job Business Development at Kelly Services
Industry Chemicals
Experience
Kelly Services January 2015 - May 2015
Bradsby Group January 2014 - January 2015
Get Noticed, LLC March 2012 - October 2014
HP Geotech March 2012 - January 2014
Enscicon Corporation February 2011 - March 2012
Charles Schwab January 2008 - February 2011
The Princeton Review December 2007 - February 2011
Skills
Engineering, Project Management, Recruiting, Procurement, Interviews, Budgets, Energy, Process Engineering, Team Building, Data Analysis, Oil/Gas, Mining, Process Improvement, Construction, Contract Management, Cross-functional Team..., Project Planning, Analysis, Automation, Risk Management, Program Management, Management, Change Management, Contract Negotiation, Research, Business Development, Product Development, Customer Service, Troubleshooting, Strategy, Business Process..., New Business Development, Negotiation, Talent Acquisition, Sales, MS Project, Kung Fu, Jokes, Impressionist
Education
Colorado School of Mines 2013 — 2013
in process, Petroleum Engineering
University of Colorado 2002 — 2007
B.A., Chemistry
Kelly Services January 2015 - May 2015
Bradsby Group January 2014 - January 2015
Get Noticed, LLC March 2012 - October 2014
HP Geotech March 2012 - January 2014
Enscicon Corporation February 2011 - March 2012
Charles Schwab January 2008 - February 2011
The Princeton Review December 2007 - February 2011
Skills
Engineering, Project Management, Recruiting, Procurement, Interviews, Budgets, Energy, Process Engineering, Team Building, Data Analysis, Oil/Gas, Mining, Process Improvement, Construction, Contract Management, Cross-functional Team..., Project Planning, Analysis, Automation, Risk Management, Program Management, Management, Change Management, Contract Negotiation, Research, Business Development, Product Development, Customer Service, Troubleshooting, Strategy, Business Process..., New Business Development, Negotiation, Talent Acquisition, Sales, MS Project, Kung Fu, Jokes, Impressionist
Education
Colorado School of Mines 2013 — 2013
in process, Petroleum Engineering
University of Colorado 2002 — 2007
B.A., Chemistry
Linnis Jellinek Linnis Jellinek's Charles Schwab Experience January 1996 - January 2002
Job National Recruiter and Regional Director at Media Alliances
Industry Health, Wellness and Fitness
Experience
Media Alliances July 2015 - Present
Rodan + Fields Dermatologists July 2011 - Present
Tahoe Plastic Surgery January 2009 - Present
Aesthetica Plastic SurgiCenter January 2002 - January 2009
Charles Schwab January 1996 - January 2002
Dean Witter Reynolds Securities January 1994 - January 1996
Baraban Private Securities January 1989 - January 1993
Shearson Lehman Brothers Securities January 1987 - January 1989
Skills
Strategic Financial..., Skin Care Products, Plastic Surgery, Dermatology, New Business Development, Skin Care, Management, Direct Sales, Social Networking, Entrepreneurship, Home Based Business, Sales, Team Building, Strategic Planning, Customer Service, Marketing, Network Marketing, Nutrition, Small Business, Selling, Social Media Marketing, Research, Holistic Health, Beauty Industry, Public Speaking, Start-ups, Leadership Development, Cosmetics, Event Planning, Wellness, Aesthetics, Wellness Coaching, Coaching, Business Development, Sellers, Sales Management, Spa, Financial Planning, Acne, Microsoft Office, Makeup Artistry, Therapeutic Massage, Fundraising, Lifestyle
Education
College for Financial Planning 1992 — 1994
Financial Planning and Services
Columbia Basin College 1976 — 1978
Media Alliances July 2015 - Present
Rodan + Fields Dermatologists July 2011 - Present
Tahoe Plastic Surgery January 2009 - Present
Aesthetica Plastic SurgiCenter January 2002 - January 2009
Charles Schwab January 1996 - January 2002
Dean Witter Reynolds Securities January 1994 - January 1996
Baraban Private Securities January 1989 - January 1993
Shearson Lehman Brothers Securities January 1987 - January 1989
Skills
Strategic Financial..., Skin Care Products, Plastic Surgery, Dermatology, New Business Development, Skin Care, Management, Direct Sales, Social Networking, Entrepreneurship, Home Based Business, Sales, Team Building, Strategic Planning, Customer Service, Marketing, Network Marketing, Nutrition, Small Business, Selling, Social Media Marketing, Research, Holistic Health, Beauty Industry, Public Speaking, Start-ups, Leadership Development, Cosmetics, Event Planning, Wellness, Aesthetics, Wellness Coaching, Coaching, Business Development, Sellers, Sales Management, Spa, Financial Planning, Acne, Microsoft Office, Makeup Artistry, Therapeutic Massage, Fundraising, Lifestyle
Education
College for Financial Planning 1992 — 1994
Financial Planning and Services
Columbia Basin College 1976 — 1978
Chip Cary's Charles Schwab Experience August 2015 - Present
Job Team Lead SQL DBA/Developer
Industry Investment Banking
Experience
Charles Schwab August 2015 - Present
TEKsystems January 2015 - August 2015
University Physicians, Inc. February 2013 - January 2015
Cricket Communications April 2010 - February 2013
Simpson Housing L.L.L.P June 2001 - April 2010
Geneva Pharmaceuticals Inc August 1994 - March 2001
Skills
T-SQL, SDLC, Databases, SQL, Microsoft SQL Server, SharePoint, Database Design, Troubleshooting, SSRS, Database Administration, Business Intelligence, Software Documentation, SQL Server, Software Development, ETL, Disaster Recovery, SSIS, Integration, System Automation, Visual Studio, Windows, C#, Powershell, JavaScript, Visual Basic, Process Engineering, Technical Writing, Documentation, Enterprise Architecture, Relational Databases, Web Services, High Availability, Performance Tuning, Programming, HTML, IIS, Visio, Access, XML, Architectures, Software Project..., Testing, Database Admin, Architecture, Database Management, Application Development, Enterprise Software, Agile Methodologies, Project Management, .NET
Education
Colorado Christian University
Bachelor of Science, Computer Information Systems
Charles Schwab August 2015 - Present
TEKsystems January 2015 - August 2015
University Physicians, Inc. February 2013 - January 2015
Cricket Communications April 2010 - February 2013
Simpson Housing L.L.L.P June 2001 - April 2010
Geneva Pharmaceuticals Inc August 1994 - March 2001
Skills
T-SQL, SDLC, Databases, SQL, Microsoft SQL Server, SharePoint, Database Design, Troubleshooting, SSRS, Database Administration, Business Intelligence, Software Documentation, SQL Server, Software Development, ETL, Disaster Recovery, SSIS, Integration, System Automation, Visual Studio, Windows, C#, Powershell, JavaScript, Visual Basic, Process Engineering, Technical Writing, Documentation, Enterprise Architecture, Relational Databases, Web Services, High Availability, Performance Tuning, Programming, HTML, IIS, Visio, Access, XML, Architectures, Software Project..., Testing, Database Admin, Architecture, Database Management, Application Development, Enterprise Software, Agile Methodologies, Project Management, .NET
Education
Colorado Christian University
Bachelor of Science, Computer Information Systems
Ryan Reed Ryan Reed's Charles Schwab Experience April 2015 - Present
Job
Industry Information Technology and Services
Experience
Charles Schwab April 2015 - Present
Microsoft December 2013 - April 2015
Microsoft July 2011 - November 2013
Microsoft May 2010 - June 2011
Sandoz January 2008 - May 2010
Sandoz October 2004 - December 2007
Sandoz March 2001 - October 2004
Skills
Process Development, SDLC, Quality Assurance, IT Management, Business Strategy, Business Relationship..., Business Architecture, IT Strategy, Business Intelligence, Project Portfolio..., Integration, Project Management, Process Improvement, SharePoint, Management, Project Planning, Team Leadership, Software Development, Product Development, Software Project..., Software Documentation, Business Process..., Business Analysis, Strategy, Program Management, Visio, Leadership, Cloud Computing, Enterprise Software, PMO, Governance, SAP, Security, Change Management, Business Process, PMP, Process Simulation, Agile Methodologies, Enterprise Architecture, ERP, Cross-functional Team..., ITIL, Requirements Analysis, Vendor Management
Education
University of Colorado Denver 2000 — 2002
MBA, Information Systems
Colorado College 1994 — 1998
BA, Biochemistry
Charles Schwab April 2015 - Present
Microsoft December 2013 - April 2015
Microsoft July 2011 - November 2013
Microsoft May 2010 - June 2011
Sandoz January 2008 - May 2010
Sandoz October 2004 - December 2007
Sandoz March 2001 - October 2004
Skills
Process Development, SDLC, Quality Assurance, IT Management, Business Strategy, Business Relationship..., Business Architecture, IT Strategy, Business Intelligence, Project Portfolio..., Integration, Project Management, Process Improvement, SharePoint, Management, Project Planning, Team Leadership, Software Development, Product Development, Software Project..., Software Documentation, Business Process..., Business Analysis, Strategy, Program Management, Visio, Leadership, Cloud Computing, Enterprise Software, PMO, Governance, SAP, Security, Change Management, Business Process, PMP, Process Simulation, Agile Methodologies, Enterprise Architecture, ERP, Cross-functional Team..., ITIL, Requirements Analysis, Vendor Management
Education
University of Colorado Denver 2000 — 2002
MBA, Information Systems
Colorado College 1994 — 1998
BA, Biochemistry
Brian England Brian England's Charles Schwab Experience July 2014 - Present
Job
Industry Internet
Experience
Charles Schwab July 2014 - Present
Charles Schwab August 2012 - July 2014
Western Union July 2011 - July 2012
TeleTech October 2010 - July 2011
Western Union March 2009 - October 2010
Western Union October 2006 - March 2009
Western Union July 2005 - October 2006
Echostar January 2005 - June 2005
Echostar Corporation May 2004 - January 2005
ASF International July 2003 - May 2004
Skills
Product Development, Agile Methodologies, Agile Project Management, Social Media Marketing, Online Marketing, SEO, Social Media, User Experience, Content Strategy, Web Analytics, E-commerce, Web Content Management, SEM, Strategy, Information Architecture, Marketing Communications, User Interface Design, Content Management, Content Development, Online Advertising, Copywriting, Advertising, Graphic Design, Digital Marketing, Internal Communications, Web Project Management, Interactive Advertising, Web 2.0, Analytics, Photography, Google Adwords, UI Design, Video Production, Interactive Marketing, Corporate Branding, Digital Strategy, Adobe Creative Suite, Interactive Strategy, Web Production, Web Site Production, Product Management, Product Design, Scrum, Marketing Research
Education
University of Kansas 1994 — 1998
BA
Colorado State University 1993 — 1994
n/a
Charles Schwab July 2014 - Present
Charles Schwab August 2012 - July 2014
Western Union July 2011 - July 2012
TeleTech October 2010 - July 2011
Western Union March 2009 - October 2010
Western Union October 2006 - March 2009
Western Union July 2005 - October 2006
Echostar January 2005 - June 2005
Echostar Corporation May 2004 - January 2005
ASF International July 2003 - May 2004
Skills
Product Development, Agile Methodologies, Agile Project Management, Social Media Marketing, Online Marketing, SEO, Social Media, User Experience, Content Strategy, Web Analytics, E-commerce, Web Content Management, SEM, Strategy, Information Architecture, Marketing Communications, User Interface Design, Content Management, Content Development, Online Advertising, Copywriting, Advertising, Graphic Design, Digital Marketing, Internal Communications, Web Project Management, Interactive Advertising, Web 2.0, Analytics, Photography, Google Adwords, UI Design, Video Production, Interactive Marketing, Corporate Branding, Digital Strategy, Adobe Creative Suite, Interactive Strategy, Web Production, Web Site Production, Product Management, Product Design, Scrum, Marketing Research
Education
University of Kansas 1994 — 1998
BA
Colorado State University 1993 — 1994
n/a
Elyzabeth Morgan's Charles Schwab Experience January 1993 - January 2002
Job Case Manager at Genworth Financial Trust Company
Industry Financial Services
Experience
Genworth Financial Trust Company July 2007 - February 2013
Wachovia Securities June 2003 - January 2007
Northwestern Mutual April 2002 - May 2003
Charles Schwab January 1993 - January 2002
Skills
Operations Management, Process Improvement, Regulatory Requirements, Personnel Supervision, Series 7, Series 63, New Product..., Positive Team Player, Team Leadership, Equity Trading, Options Strategies, Suitability, Trade Compliance, Financial Risk, Compliance, Investment Brokerage, Personal Financial..., Asset Allocation, Service Delivery, Client Education, Change Management, Project Coordination, Building New Business, Establishing New..., Customer Retention, Call Center..., Staff Management, Social Networking, Customer Service, Cashiering, Microsoft Office, Microsoft Excel, Microsoft Word, Love to Cook, Home Improvement, Computer Games, Securities, FINRA, Financial Services, Risk Management, Leadership, Mutual Funds, Investments
Education
University of Colorado at Boulder
University of Colorado at Denver
Colorado Mountain College
Genworth Financial Trust Company July 2007 - February 2013
Wachovia Securities June 2003 - January 2007
Northwestern Mutual April 2002 - May 2003
Charles Schwab January 1993 - January 2002
Skills
Operations Management, Process Improvement, Regulatory Requirements, Personnel Supervision, Series 7, Series 63, New Product..., Positive Team Player, Team Leadership, Equity Trading, Options Strategies, Suitability, Trade Compliance, Financial Risk, Compliance, Investment Brokerage, Personal Financial..., Asset Allocation, Service Delivery, Client Education, Change Management, Project Coordination, Building New Business, Establishing New..., Customer Retention, Call Center..., Staff Management, Social Networking, Customer Service, Cashiering, Microsoft Office, Microsoft Excel, Microsoft Word, Love to Cook, Home Improvement, Computer Games, Securities, FINRA, Financial Services, Risk Management, Leadership, Mutual Funds, Investments
Education
University of Colorado at Boulder
University of Colorado at Denver
Colorado Mountain College
Preston Wood, CFA, CFP® Preston Wood, CFA, CFP®'s Charles Schwab Experience October 2006 - December 2007
Job Financial Advisor
Industry Financial Services
Experience
UBS Financial Services, Inc. July 2013 - January 2015
J.P. Morgan Securities January 2012 - June 2013
New York Life Insurance Company May 2011 - December 2011
Walton International Group, USA January 2008 - February 2010
Charles Schwab October 2006 - December 2007
Skills
Finance
Education
The Ohio State University - The Max M. Fisher College of Business 2002 — 2006
Bachelor of Science (BS), Marketing
Boston Institute of Finance
Certified Financial Planning
College for Financial Planning
Certified Financial Planning
UBS Financial Services, Inc. July 2013 - January 2015
J.P. Morgan Securities January 2012 - June 2013
New York Life Insurance Company May 2011 - December 2011
Walton International Group, USA January 2008 - February 2010
Charles Schwab October 2006 - December 2007
Skills
Finance
Education
The Ohio State University - The Max M. Fisher College of Business 2002 — 2006
Bachelor of Science (BS), Marketing
Boston Institute of Finance
Certified Financial Planning
College for Financial Planning
Certified Financial Planning
Carol Gillet Carol Gillet's Charles Schwab Experience November 2010 - Present
Job Director of Asset Management Operations, Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2010 - Present
Fiserv Investment Support Services (Fiserv Trust Company) January 1999 - July 2008
Fiserv ISS 1999 - 2008
Resources Trust Company 1983 - 2000
Skills
Mergers, Call Center, Product Development, Team Leadership, Project Planning, BPO, Project Management, Cross-functional Team..., Management, Process Improvement, Call Centers, Leadership, Mergers & Acquisitions, Coaching, Customer Service, Program Management, Analysis, Training, Marketing, Team Building, Business Process..., Strategic Planning, Leadership Development, Enterprise Software, Budgets, Business Strategy, Marketing Strategy, Team Management, Employee Training, Strategy, Negotiation, Policy, Business Analysis, Vendor Management, Change Management, Risk Management, CRM, Management Consulting, Executive Management, Operations Management, Organizational..., Investments, Business Development, Performance Management, Start-ups, Financial Services, Product Management, Contract Negotiation
Education
Colorado State University 1978 — 1982
MS, Forest Entomology
Colorado State University 1974 — 1978
BS, Forest Biology
Charles Schwab November 2010 - Present
Fiserv Investment Support Services (Fiserv Trust Company) January 1999 - July 2008
Fiserv ISS 1999 - 2008
Resources Trust Company 1983 - 2000
Skills
Mergers, Call Center, Product Development, Team Leadership, Project Planning, BPO, Project Management, Cross-functional Team..., Management, Process Improvement, Call Centers, Leadership, Mergers & Acquisitions, Coaching, Customer Service, Program Management, Analysis, Training, Marketing, Team Building, Business Process..., Strategic Planning, Leadership Development, Enterprise Software, Budgets, Business Strategy, Marketing Strategy, Team Management, Employee Training, Strategy, Negotiation, Policy, Business Analysis, Vendor Management, Change Management, Risk Management, CRM, Management Consulting, Executive Management, Operations Management, Organizational..., Investments, Business Development, Performance Management, Start-ups, Financial Services, Product Management, Contract Negotiation
Education
Colorado State University 1978 — 1982
MS, Forest Entomology
Colorado State University 1974 — 1978
BS, Forest Biology
Stephen Dreiling Stephen Dreiling's Charles Schwab Experience 1995 - 2003
Job Managing Director at United Capital Financial Advisers, LLC
Industry Financial Services
Experience
United Capital Financial Advisers, LLC January 2015 - Present
United Capital Financial Advisers, LLC January 2015 - Present
Capital Investment Counsel January 2003 - January 2015
Charles Schwab 1995 - 2003
Skills
Investments, Wealth Management, Asset Management, Portfolio Management, Certified Financial..., Equities, Financial Management..., Retirement Planning, Retirement Plan..., Estate Tax Planning, Personal Tax Planning, Bonds, Equity Research, Life & Health Insurance..., Economics, Strategic Financial..., Personal Financial..., Manage Client..., Client Relations Skills, Investment Advisory
Education
University of Colorado at Denver 1993 — 1995
Master of Finance, Finance and Financial Management Services
The University of New Mexico 1991 — 1993
Master's Degree, Sports Information
Mesa State College 1982 — 1986
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
United Capital Financial Advisers, LLC January 2015 - Present
United Capital Financial Advisers, LLC January 2015 - Present
Capital Investment Counsel January 2003 - January 2015
Charles Schwab 1995 - 2003
Skills
Investments, Wealth Management, Asset Management, Portfolio Management, Certified Financial..., Equities, Financial Management..., Retirement Planning, Retirement Plan..., Estate Tax Planning, Personal Tax Planning, Bonds, Equity Research, Life & Health Insurance..., Economics, Strategic Financial..., Personal Financial..., Manage Client..., Client Relations Skills, Investment Advisory
Education
University of Colorado at Denver 1993 — 1995
Master of Finance, Finance and Financial Management Services
The University of New Mexico 1991 — 1993
Master's Degree, Sports Information
Mesa State College 1982 — 1986
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
R. Adam Armour R. Adam Armour's Charles Schwab Experience August 2014 - Present
Job Associate Portfolio Consultant for Schwab Private Client Investment Advisory
Industry Financial Services
Experience
Charles Schwab August 2014 - Present
Charles Schwab June 2012 - August 2014
Walgreens 2008 - May 2012
Bell Ford 2004 - 2007
Walt Disney World January 2006 - August 2006
U-Haul International, Inc. June 2004 - August 2004
Skills
Customer Service, Outlook, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Public Speaking, Excel, Problem Solving, Customer Relations, Data Entry, Financial Analysis, SAP, Filing, Word, Inventory Management, Series 7, Series 63, Asset Allocation, Management
Education
Northern Arizona University 2007 — 2012
Bachelor in Science in Business Administration, Finance
Glendale Community College 2004 — 2007
Business Administration, Management and Operations
College for Financial Planning
Charles Schwab August 2014 - Present
Charles Schwab June 2012 - August 2014
Walgreens 2008 - May 2012
Bell Ford 2004 - 2007
Walt Disney World January 2006 - August 2006
U-Haul International, Inc. June 2004 - August 2004
Skills
Customer Service, Outlook, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Public Speaking, Excel, Problem Solving, Customer Relations, Data Entry, Financial Analysis, SAP, Filing, Word, Inventory Management, Series 7, Series 63, Asset Allocation, Management
Education
Northern Arizona University 2007 — 2012
Bachelor in Science in Business Administration, Finance
Glendale Community College 2004 — 2007
Business Administration, Management and Operations
College for Financial Planning
MaryLou Doak MaryLou Doak's Charles Schwab Experience 1991 - 1998
Job Glass Bead Maker & Jewelry Designer
Industry Arts and Crafts
Experience
D & L Glassworks January 2003 - Present
Charles Schwab 1991 - 1998
Skills
Jewelry Design, Fine Art, Handmade Jewelry, Art, Jewelry, Craft, Mixed Media, Social Networking
Education
Colorado Mesa University 1978 — 1985
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
D & L Glassworks January 2003 - Present
Charles Schwab 1991 - 1998
Skills
Jewelry Design, Fine Art, Handmade Jewelry, Art, Jewelry, Craft, Mixed Media, Social Networking
Education
Colorado Mesa University 1978 — 1985
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
Kyle Kraus, CFP®'s Charles Schwab Experience September 2008 - March 2011
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 2015 - Present
Peoria Chamber of Commerce September 2014 - Present
Principal Financial Group November 2013 - March 2015
Schwab Private Client Investment Advisory March 2011 - November 2013
Charles Schwab September 2008 - March 2011
Brandes Investment Partners April 2001 - July 2006
TD Waterhouse July 1999 - April 2001
Education
College for Financial Planning 2011 — 2011
AAMS, Accredited Asset Management Specialist
Point Loma Nazarene University 2003 — 2006
MBA, Business, Leadership
Southern Methodist University 1989 — 1993
BS, Economics w/ Finance Applications
LJHS
Wells Fargo Advisors April 2015 - Present
Peoria Chamber of Commerce September 2014 - Present
Principal Financial Group November 2013 - March 2015
Schwab Private Client Investment Advisory March 2011 - November 2013
Charles Schwab September 2008 - March 2011
Brandes Investment Partners April 2001 - July 2006
TD Waterhouse July 1999 - April 2001
Education
College for Financial Planning 2011 — 2011
AAMS, Accredited Asset Management Specialist
Point Loma Nazarene University 2003 — 2006
MBA, Business, Leadership
Southern Methodist University 1989 — 1993
BS, Economics w/ Finance Applications
LJHS
John Schramm John Schramm's Charles Schwab Experience January 2008 - January 2009
Job Technical Support Engineer at Harland Financial Solutions
Industry Information Technology and Services
Experience
D+H (formerly Harland Financial Solutions) October 2012 - Present
Contract Position November 2010 - October 2012
San Joaquin County December 2009 - July 2010
Charles Schwab January 2008 - January 2009
Charles Schwab March 2000 - January 2008
PACIFIC STOCK EXCHANGE August 1999 - March 2000
VISA INTERNATIONAL August 1997 - August 1999
Apple 1995 - 1996
Skills
COBOL, JCL, MVS, CICS, TSO, DB2, Mainframe, Unix, Fileaid, Endevor, Windows, SDLC, SQL, Documentation, Microsoft Office, Change Management, IBM Mainframe, Remedy, HTML, Databases, Linux, Visual Basic
Education
California State University, Sacramento 1984 — 1987
B.S, Business Administration; Management Information Systems
College of San Mateo 1981 — 1984
A.A, Computer and Information Science
Las Positas College
D+H (formerly Harland Financial Solutions) October 2012 - Present
Contract Position November 2010 - October 2012
San Joaquin County December 2009 - July 2010
Charles Schwab January 2008 - January 2009
Charles Schwab March 2000 - January 2008
PACIFIC STOCK EXCHANGE August 1999 - March 2000
VISA INTERNATIONAL August 1997 - August 1999
Apple 1995 - 1996
Skills
COBOL, JCL, MVS, CICS, TSO, DB2, Mainframe, Unix, Fileaid, Endevor, Windows, SDLC, SQL, Documentation, Microsoft Office, Change Management, IBM Mainframe, Remedy, HTML, Databases, Linux, Visual Basic
Education
California State University, Sacramento 1984 — 1987
B.S, Business Administration; Management Information Systems
College of San Mateo 1981 — 1984
A.A, Computer and Information Science
Las Positas College
Stephen Gershon's Charles Schwab Experience December 2010 - Present
Job Manager, Editorial Department, Creative Center at Charles Schwab
Industry Marketing and Advertising
Experience
Charles Schwab December 2010 - Present
Charles Schwab April 2010 - December 2010
Tocquigny July 2010 - September 2010
Eleven May 2008 - July 2009
Stratagem Healthcare Communications March 2005 - January 2008
MRM Gould 2004 - February 2005
Charles Schwab, CRS Communications 2003 - 2004
Abelson-Taylor June 2002 - October 2003
Giant Creative Strategy 2003 - 2003
American Medical Association, Ethics Resource Center August 2001 - May 2002
Education
The University of Texas at Austin 1992 — 1995
BA, English, Communications
Colorado College 1989 — 1990
Charles Schwab December 2010 - Present
Charles Schwab April 2010 - December 2010
Tocquigny July 2010 - September 2010
Eleven May 2008 - July 2009
Stratagem Healthcare Communications March 2005 - January 2008
MRM Gould 2004 - February 2005
Charles Schwab, CRS Communications 2003 - 2004
Abelson-Taylor June 2002 - October 2003
Giant Creative Strategy 2003 - 2003
American Medical Association, Ethics Resource Center August 2001 - May 2002
Education
The University of Texas at Austin 1992 — 1995
BA, English, Communications
Colorado College 1989 — 1990
Karen Schneekluth, CPC, GBA Karen Schneekluth, CPC, GBA's Charles Schwab Experience 1984 - 1992
Job Research at PRO, INC.
Industry Staffing and Recruiting
Experience
PRO, Inc. August 2006 - Present
CrossFit 760, LLC July 2013 - August 2015
Charles Schwab 1984 - 1992
Charles Schwab 1982 - 1984
Skills
Recruiting, Employee Benefits, Executive Search, Insurance, Health Insurance, Healthcare, Talent Acquisition, Managed Care, Benefits Administration, Provider Relations, Internet Recruiting, Health Policy, CrossFit, HMO, PPO, Network Development, Group Benefits, Fitness, Fitness Training, Weightlifting, Body Weight Training, Nutrition, Leadership, Life Insurance, Team Building, Disability Insurance
Education
San Francisco State University 1982 — 1984
International Business
College of Marin 1979 — 1982
Behavioral Science
PRO, Inc. August 2006 - Present
CrossFit 760, LLC July 2013 - August 2015
Charles Schwab 1984 - 1992
Charles Schwab 1982 - 1984
Skills
Recruiting, Employee Benefits, Executive Search, Insurance, Health Insurance, Healthcare, Talent Acquisition, Managed Care, Benefits Administration, Provider Relations, Internet Recruiting, Health Policy, CrossFit, HMO, PPO, Network Development, Group Benefits, Fitness, Fitness Training, Weightlifting, Body Weight Training, Nutrition, Leadership, Life Insurance, Team Building, Disability Insurance
Education
San Francisco State University 1982 — 1984
International Business
College of Marin 1979 — 1982
Behavioral Science
William Faiia William Faiia's Charles Schwab Experience September 1986 - March 1995
Job Member Board of Directors Technical advisor at ANPF Ashland New Plays Festival
Industry Hospitality
Experience
Arden Forest Inn August 1995 - Present
ANPF - Ashland New Plays Festival May 2009 - August 2015
Charles Schwab September 1986 - March 1995
Bradford National Clearing Corp. Inc. December 1976 - September 1986
Western Bradford 1976 - 1986
South Carolina National Bank September 1972 - June 1975
Skills
IBM Mainframe, Computer Hardware, Operations Management, Management, Change Management, ITIL, IT Service Management, System Administration, Troubleshooting, Customer Satisfaction, IT Management, Security, Operating Systems, Team Leadership, Vendor Management, Technical Support, Project Management
Education
Trident Technical College 1971 — 1972
Computer Science
College of Charleston 1968 — 1971
Business / Computer Science
Arden Forest Inn August 1995 - Present
ANPF - Ashland New Plays Festival May 2009 - August 2015
Charles Schwab September 1986 - March 1995
Bradford National Clearing Corp. Inc. December 1976 - September 1986
Western Bradford 1976 - 1986
South Carolina National Bank September 1972 - June 1975
Skills
IBM Mainframe, Computer Hardware, Operations Management, Management, Change Management, ITIL, IT Service Management, System Administration, Troubleshooting, Customer Satisfaction, IT Management, Security, Operating Systems, Team Leadership, Vendor Management, Technical Support, Project Management
Education
Trident Technical College 1971 — 1972
Computer Science
College of Charleston 1968 — 1971
Business / Computer Science
Jennifer Brice Garcia Jennifer Brice Garcia's Charles Schwab Experience November 2010 - Present
Job Senior Relationship Specialist Institutional Advisor Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2010 - Present
R Capital Advisors October 2007 - October 2010
Coor Capital, LLC September 2006 - November 2007
Wedbush Morgan Securities January 2005 - September 2006
Smith Barney June 2002 - December 2004
Morgan Stanley March 2000 - June 2002
Merrill Lynch February 1998 - March 2000
Neuberger Berman February 1994 - February 1998
Skills
Strategic Planning, Portfolio Management, Alternative Assets, Venture Capital, Asset Managment, Hedge Funds, Investments, Alternative Investments, Equities, Business Development, Asset Management, Corporate Finance, Mutual Funds, Investment Management, Risk Management
Education
Skyline College 1990 — 1991
College of San Mateo 1988 — 1989
Finance & Marketing
Charles Schwab November 2010 - Present
R Capital Advisors October 2007 - October 2010
Coor Capital, LLC September 2006 - November 2007
Wedbush Morgan Securities January 2005 - September 2006
Smith Barney June 2002 - December 2004
Morgan Stanley March 2000 - June 2002
Merrill Lynch February 1998 - March 2000
Neuberger Berman February 1994 - February 1998
Skills
Strategic Planning, Portfolio Management, Alternative Assets, Venture Capital, Asset Managment, Hedge Funds, Investments, Alternative Investments, Equities, Business Development, Asset Management, Corporate Finance, Mutual Funds, Investment Management, Risk Management
Education
Skyline College 1990 — 1991
College of San Mateo 1988 — 1989
Finance & Marketing
Brent Rudewick Brent Rudewick's Charles Schwab Experience July 2014 - Present
Job Managing Director, Marketing Resource Management and Operational Risk at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2014 - Present
DemandBlox July 2012 - July 2014
First United Bank October 2009 - July 2012
USAA September 2008 - October 2009
USAA October 2006 - September 2008
Tyson Foods 1999 - 2006
Skills
Marketing, Marketing Research, Product Development, Retail, Pricing, Management, Web Marketing, Leadership, Social Media, Brand Management, Market Planning, Segmentation, Marketing Strategy, Integrated Marketing, Product Management, Social Media Marketing, Marketing Management, Direct Marketing, Competitive Analysis, Business Strategy, Brand Development, Digital Marketing, Cross-functional Team..., Strategy, Marketing Communications, B2B, Strategic Planning, Consumer Products, New Business Development, Email Marketing, Multi-channel Marketing, Advertising, Creative Direction, Business Planning, Relationship Marketing, Event Planning, Online Marketing, Product Innovation, Lead Generation, E-commerce, P, Sales, B2B Marketing, Sponsorship, Mobile Marketing, Online Advertising, Shopper Marketing, Public Relations, CRM, Digital Strategy
Education
College of Business 2001 — 2003
MBA, Marketing
Sul Ross State University 1996 — 1999
BS, Food Science
Charles Schwab July 2014 - Present
DemandBlox July 2012 - July 2014
First United Bank October 2009 - July 2012
USAA September 2008 - October 2009
USAA October 2006 - September 2008
Tyson Foods 1999 - 2006
Skills
Marketing, Marketing Research, Product Development, Retail, Pricing, Management, Web Marketing, Leadership, Social Media, Brand Management, Market Planning, Segmentation, Marketing Strategy, Integrated Marketing, Product Management, Social Media Marketing, Marketing Management, Direct Marketing, Competitive Analysis, Business Strategy, Brand Development, Digital Marketing, Cross-functional Team..., Strategy, Marketing Communications, B2B, Strategic Planning, Consumer Products, New Business Development, Email Marketing, Multi-channel Marketing, Advertising, Creative Direction, Business Planning, Relationship Marketing, Event Planning, Online Marketing, Product Innovation, Lead Generation, E-commerce, P, Sales, B2B Marketing, Sponsorship, Mobile Marketing, Online Advertising, Shopper Marketing, Public Relations, CRM, Digital Strategy
Education
College of Business 2001 — 2003
MBA, Marketing
Sul Ross State University 1996 — 1999
BS, Food Science
Kathy Ainsworth's Charles Schwab Experience February 2011 - May 2011
Job Tax Planning Assistant at Planned Financial Services
Industry Financial Services
Experience
Planned Financial Services January 2015 - Present
C Kaufman, CPA September 2012 - May 2013
H and R Block October 2011 - April 2012
Charles Schwab February 2011 - May 2011
Long & Foster Companies February 2009 - November 2009
U S Postal Service February 2008 - July 2009
US Postal Service February 2007 - February 2008
U S Postal Service September 2000 - February 2007
U S Postal Service August 1998 - September 2000
US Postal Service April 1990 - December 1993
Skills
Budgets, Strategy, Strategic Planning, Team Building, Program Management, Management, Managerial Finance, Strategic Leadership, Project Planning, Performance Management, Team Leadership, Retail, Accounting, Strategic Financial..., Government, Contract Negotiation, Policy, Operations Management, Coaching, Change Management, Process Improvement, New Business Development, Business Development, Insurance, Analysis, Customer Service, Public Speaking, Negotiation, Leadership, Business Strategy, Organizational..., Risk Management, Training, Business Planning, Business Process..., Employee Relations, Account Management, Leadership Development, Management Consulting, Sales, Project Management, Cross-functional Team..., Human Resources, Finance, Marketing, Financial Management
Education
Harvard University 1999 — 2003
University of Phoenix
Masters, Business Administration
Stanford University 1996 — 1997
College for Financial Planning 1993 — 1994
Certificate CFP Professional Education program, Financial Planning
The University of Montana - School of Business Administration
Bachelor of Science, Business Administration
Planned Financial Services January 2015 - Present
C Kaufman, CPA September 2012 - May 2013
H and R Block October 2011 - April 2012
Charles Schwab February 2011 - May 2011
Long & Foster Companies February 2009 - November 2009
U S Postal Service February 2008 - July 2009
US Postal Service February 2007 - February 2008
U S Postal Service September 2000 - February 2007
U S Postal Service August 1998 - September 2000
US Postal Service April 1990 - December 1993
Skills
Budgets, Strategy, Strategic Planning, Team Building, Program Management, Management, Managerial Finance, Strategic Leadership, Project Planning, Performance Management, Team Leadership, Retail, Accounting, Strategic Financial..., Government, Contract Negotiation, Policy, Operations Management, Coaching, Change Management, Process Improvement, New Business Development, Business Development, Insurance, Analysis, Customer Service, Public Speaking, Negotiation, Leadership, Business Strategy, Organizational..., Risk Management, Training, Business Planning, Business Process..., Employee Relations, Account Management, Leadership Development, Management Consulting, Sales, Project Management, Cross-functional Team..., Human Resources, Finance, Marketing, Financial Management
Education
Harvard University 1999 — 2003
University of Phoenix
Masters, Business Administration
Stanford University 1996 — 1997
College for Financial Planning 1993 — 1994
Certificate CFP Professional Education program, Financial Planning
The University of Montana - School of Business Administration
Bachelor of Science, Business Administration
Daryl Lerner Daryl Lerner's Charles Schwab Experience July 2014 - Present
Job Marketing Program Manager Charles Schwab
Industry Marketing and Advertising
Experience
Charles Schwab July 2014 - Present
Jordan Dechtman Wealth Management September 2012 - July 2014
Cherry Creek Schools April 2010 - April 2012
Highlands Ranch Community Association May 2010 - September 2010
Colorado State University School of the Arts February 2010 - May 2010
Skills
Public Relations, Event Management, Press Releases, Social Media, Photoshop, Event Planning, PowerPoint, Word, Excel, Writing, Microsoft Office, Community Relations, InDesign, Customer Relations, Teamwork, Coaching, Promotions, Copywriting, Marketing Communications, Digital Marketing, Marketing Management, Marketing Evaluation, Strategic Public..., Sales Process, Marketing Event Planning, Post Event Analysis, iMovie, SPSS, Marketing Research, Customer Relationship..., Microsoft Word, Email Marketing, CRM, Marketing, Customer Service, Sales Management, Online Marketing, Direct Marketing, Workflow, Strategic Communications, Internal Communications, Lead Generation, Brand Development, Social Networking
Education
University of Colorado Denver 2010 — 2012
Master of Science, Marketing
Colorado State University 2006 — 2010
Bachelor of Arts, Journalism and Technical Communication; Public Relations
Charles Schwab July 2014 - Present
Jordan Dechtman Wealth Management September 2012 - July 2014
Cherry Creek Schools April 2010 - April 2012
Highlands Ranch Community Association May 2010 - September 2010
Colorado State University School of the Arts February 2010 - May 2010
Skills
Public Relations, Event Management, Press Releases, Social Media, Photoshop, Event Planning, PowerPoint, Word, Excel, Writing, Microsoft Office, Community Relations, InDesign, Customer Relations, Teamwork, Coaching, Promotions, Copywriting, Marketing Communications, Digital Marketing, Marketing Management, Marketing Evaluation, Strategic Public..., Sales Process, Marketing Event Planning, Post Event Analysis, iMovie, SPSS, Marketing Research, Customer Relationship..., Microsoft Word, Email Marketing, CRM, Marketing, Customer Service, Sales Management, Online Marketing, Direct Marketing, Workflow, Strategic Communications, Internal Communications, Lead Generation, Brand Development, Social Networking
Education
University of Colorado Denver 2010 — 2012
Master of Science, Marketing
Colorado State University 2006 — 2010
Bachelor of Arts, Journalism and Technical Communication; Public Relations
Robert Pool, CFP Robert Pool, CFP's Charles Schwab Experience May 2000 - December 2002
Job Principal at Fort Vancouver Investment Management, LLC
Industry Investment Management
Experience
Arcadia Investment Advisors December 2002 - December 2011
Charles Schwab May 2000 - December 2002
American Express December 1998 - May 2000
Skills
Investments, Portfolio Management, Asset Allocation, Wealth Management, Investment Advisory, Mutual Funds, Asset Management, Retirement Planning, Investment Strategies
Education
College for Financial Planning
CFP
George Fox University
Business Management
Arcadia Investment Advisors December 2002 - December 2011
Charles Schwab May 2000 - December 2002
American Express December 1998 - May 2000
Skills
Investments, Portfolio Management, Asset Allocation, Wealth Management, Investment Advisory, Mutual Funds, Asset Management, Retirement Planning, Investment Strategies
Education
College for Financial Planning
CFP
George Fox University
Business Management
Timothy Adams Timothy Adams's Charles Schwab Experience 1995 - 2004
Job Sales Director at Party Guys, Inc
Industry Events Services
Experience
Party Guys, Inc 2009 - Present
TD Ameritrade 2004 - 2008
Charles Schwab 1995 - 2004
Skills
New Business Development, Consultative Selling, Product Design, Service Design, Economics, Financial Planning, Financial Modeling, Financial Management, Financial Markets, Executive Level Selling, Executive Level..., Sales Pipeline..., Sales Presentations
Education
College for Financial Planning
CFP
University of Florida
Pharmacy Technician
Virginia Commonwealth University
Business
Party Guys, Inc 2009 - Present
TD Ameritrade 2004 - 2008
Charles Schwab 1995 - 2004
Skills
New Business Development, Consultative Selling, Product Design, Service Design, Economics, Financial Planning, Financial Modeling, Financial Management, Financial Markets, Executive Level Selling, Executive Level..., Sales Pipeline..., Sales Presentations
Education
College for Financial Planning
CFP
University of Florida
Pharmacy Technician
Virginia Commonwealth University
Business
Michael P. Duprey's Charles Schwab Experience September 2001 - March 2011
Job
Industry Financial Services
Experience
1st Portfolio Wealth Advisors July 2012 - Present
Bluemont Capital Advisors, LLC March 2011 - May 2012
Charles Schwab September 2001 - March 2011
Morgan Stanley June 1999 - September 2001
University of Michigan 1995 - 1999
Skills
Wealth Management, Retirement Planning, Investments, Estate Planning, Financial Advisory, Portfolio Management, Asset Allocation, Financial Services, Finance, Financial Planning, Securities, Asset Management, Series 7, Equities
Education
College for Financial Planning 2006 — 2007
CFP
Wayne State University 1996 — 1999
Masters
University of Iowa 1991 — 1994
Bachelor's
1st Portfolio Wealth Advisors July 2012 - Present
Bluemont Capital Advisors, LLC March 2011 - May 2012
Charles Schwab September 2001 - March 2011
Morgan Stanley June 1999 - September 2001
University of Michigan 1995 - 1999
Skills
Wealth Management, Retirement Planning, Investments, Estate Planning, Financial Advisory, Portfolio Management, Asset Allocation, Financial Services, Finance, Financial Planning, Securities, Asset Management, Series 7, Equities
Education
College for Financial Planning 2006 — 2007
CFP
Wayne State University 1996 — 1999
Masters
University of Iowa 1991 — 1994
Bachelor's
Christy Nelson Christy Nelson's Charles Schwab Experience November 1996 - March 2007
Job Financial Advisor with over 20 years of industry experience
Industry Financial Services
Experience
Colorado Financial Planning Group, Inc. February 2010 - Present
Multi Financial Securities Corp April 2007 - February 2010
Charles Schwab November 1996 - March 2007
Invesco Ltd. May 1992 - October 1996
Skills
Retirement Planning, Financial Planning, Estate Planning, Investments, Long-term Care, Insurance, Financial Advisory, Wealth Management, Mutual Funds, Securities, Asset Management, Long Term Care, Pensions, Portfolio Management, Annuities, Asset Allocation, Retirement
Education
Colorado State University 1989 — 1991
Business
Bear Creek High School 1985 — 1989
Colorado Financial Planning Group, Inc. February 2010 - Present
Multi Financial Securities Corp April 2007 - February 2010
Charles Schwab November 1996 - March 2007
Invesco Ltd. May 1992 - October 1996
Skills
Retirement Planning, Financial Planning, Estate Planning, Investments, Long-term Care, Insurance, Financial Advisory, Wealth Management, Mutual Funds, Securities, Asset Management, Long Term Care, Pensions, Portfolio Management, Annuities, Asset Allocation, Retirement
Education
Colorado State University 1989 — 1991
Business
Bear Creek High School 1985 — 1989
Dave Krause's Charles Schwab Experience August 2008 - July 2014
Job Financial Services Executive | Credit Union | Brokerage | Banking | Operations & Process Improvement | Sales
Industry Financial Services
Experience
Fort Knox Federal Credit Union July 2014 - Present
Charles Schwab August 2008 - July 2014
Charles Schwab August 2007 - October 2009
JPMorgan Chase April 2003 - August 2007
JPMorgan Chase October 2001 - March 2003
Skills
Credit Cards, Back Office, Vendor Management, Financial Analysis, Process Improvement, Operations Management, Visio, Call Centers, Management, Project Management, Strategy, Cross-functional Team..., Business Process..., Risk Management, Budgets, Business Analysis, CRM, Portfolio Management, Financial Services
Education
Texas Christian University 2002 — 2005
MBA, Masters of Business Administration
Colorado State University 1993 — 1997
BS, Finance
Fort Knox Federal Credit Union July 2014 - Present
Charles Schwab August 2008 - July 2014
Charles Schwab August 2007 - October 2009
JPMorgan Chase April 2003 - August 2007
JPMorgan Chase October 2001 - March 2003
Skills
Credit Cards, Back Office, Vendor Management, Financial Analysis, Process Improvement, Operations Management, Visio, Call Centers, Management, Project Management, Strategy, Cross-functional Team..., Business Process..., Risk Management, Budgets, Business Analysis, CRM, Portfolio Management, Financial Services
Education
Texas Christian University 2002 — 2005
MBA, Masters of Business Administration
Colorado State University 1993 — 1997
BS, Finance
Colleen Hinds Colleen Hinds's Charles Schwab Experience October 2014 - Present
Job Senior Application Support Engineer at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab October 2014 - Present
TAI Consulting Inc. 2008 - Present
MOTOCOL January 2013 - September 2013
Mentis International 1999 - 2008
Skills
Microsoft SQL Server, Databases, Agile Methodologies, Software Development, Scrum, XML, Enterprise Architecture, Web Services, SDLC, C#, SQL, System Architecture, JavaScript, Process Improvement, Java, SSRS, Architecture, .NET
Education
Colorado State University 1992 — 1996
Bachelor of Science, Computer Science
Charles Schwab October 2014 - Present
TAI Consulting Inc. 2008 - Present
MOTOCOL January 2013 - September 2013
Mentis International 1999 - 2008
Skills
Microsoft SQL Server, Databases, Agile Methodologies, Software Development, Scrum, XML, Enterprise Architecture, Web Services, SDLC, C#, SQL, System Architecture, JavaScript, Process Improvement, Java, SSRS, Architecture, .NET
Education
Colorado State University 1992 — 1996
Bachelor of Science, Computer Science
Becky Paez Becky Paez's Charles Schwab Experience call cneter manager for homecareWalgreens Health InitiativesDecember 2005 - January 2006
Job csr at charles schwab
Industry Financial Services
Experience
charles schwab call cneter manager for homecareWalgreens Health InitiativesDecember 2005 - January 2006
Qwest Communications January 1999 - September 2005
Education
College of DuPage 1973 — 1974
charles schwab call cneter manager for homecareWalgreens Health InitiativesDecember 2005 - January 2006
Qwest Communications January 1999 - September 2005
Education
College of DuPage 1973 — 1974
Steven Kulesza CFP®'s Charles Schwab Experience October 2010 - July 2013
Job Regional Business Development Officer at Charles Schwab Advisor Services
Industry Financial Services
Experience
Charles Schwab Advisor Services September 2015 - Present
Madison Investment Advisors July 2013 - September 2015
Charles Schwab October 2010 - July 2013
Charles Schwab February 2008 - October 2010
American Express/Ameriprise Financial 2003 - 2008
Skills
Marketing, Retirement, Sales, Wealth Management, Series 7, Investments, New Business Development, Customer Service, Retirement Planning, Asset Allocation, Strategic Financial..., Mutual Funds, Financial Advisory, Estate Planning, 401k, Portfolio Management
Education
College for Financial Planning 2012 — 2015
CERTIFIED FINANCIAL PLANNER™
The University of Akron 1998 — 2002
Bachelor's degree
Kent State University
Charles Schwab Advisor Services September 2015 - Present
Madison Investment Advisors July 2013 - September 2015
Charles Schwab October 2010 - July 2013
Charles Schwab February 2008 - October 2010
American Express/Ameriprise Financial 2003 - 2008
Skills
Marketing, Retirement, Sales, Wealth Management, Series 7, Investments, New Business Development, Customer Service, Retirement Planning, Asset Allocation, Strategic Financial..., Mutual Funds, Financial Advisory, Estate Planning, 401k, Portfolio Management
Education
College for Financial Planning 2012 — 2015
CERTIFIED FINANCIAL PLANNER™
The University of Akron 1998 — 2002
Bachelor's degree
Kent State University
Jim Fukuhara Jim Fukuhara's Charles Schwab Experience August 2014 - Present
Job Senior Finance Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2014 - Present
Access Midstream April 2014 - August 2014
Cox Communications February 2013 - March 2014
Dish Network May 2012 - November 2012
MPEG LA July 2005 - February 2012
Sprint February 2004 - July 2005
Ciber June 2002 - July 2003
Navidec February 2000 - June 2001
IBM Global Services June 1998 - February 2000
Skills
Microsoft Office, Excel, PeopleSoft, SQL, VBA, Forecasting, Variance Analysis, Budgeting, Budget Preparation, Capital Budgeting, Web Project Management, New Business Development, Change Management, Risk Management, Resource Management, Resource Development, Team Management, Telecommunications, Microsoft Excel, Financial Analysis, Project Management, Analysis, Budget, Market Research, Budgets, Business Strategy, Due Diligence, Finance, Program Management, Access, Financial Modeling, Leadership, Accounting, Management, Cross-functional Team..., Strategic Financial...
Education
University of Colorado at Denver 2007 — 2010
Masters of Business Administration, Business Administration and Management, General
University of Colorado Denver 2003 — 2004
MS, Finance
Colorado College 1994 — 1998
Bachelor of Arts, Mathematics
Smoky Hill 1990 — 1994
Charles Schwab August 2014 - Present
Access Midstream April 2014 - August 2014
Cox Communications February 2013 - March 2014
Dish Network May 2012 - November 2012
MPEG LA July 2005 - February 2012
Sprint February 2004 - July 2005
Ciber June 2002 - July 2003
Navidec February 2000 - June 2001
IBM Global Services June 1998 - February 2000
Skills
Microsoft Office, Excel, PeopleSoft, SQL, VBA, Forecasting, Variance Analysis, Budgeting, Budget Preparation, Capital Budgeting, Web Project Management, New Business Development, Change Management, Risk Management, Resource Management, Resource Development, Team Management, Telecommunications, Microsoft Excel, Financial Analysis, Project Management, Analysis, Budget, Market Research, Budgets, Business Strategy, Due Diligence, Finance, Program Management, Access, Financial Modeling, Leadership, Accounting, Management, Cross-functional Team..., Strategic Financial...
Education
University of Colorado at Denver 2007 — 2010
Masters of Business Administration, Business Administration and Management, General
University of Colorado Denver 2003 — 2004
MS, Finance
Colorado College 1994 — 1998
Bachelor of Arts, Mathematics
Smoky Hill 1990 — 1994
Nikhil Jacob Nikhil Jacob's Charles Schwab Experience August 2012 - Present
Job Software Engineer at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab August 2012 - Present
CTB/McGraw Hill December 2011 - July 2012
IBM June 2010 - September 2011
Skills
JCL, CICS, DB2, COBOL, PL/1, REXX, z/OS, MVS, DB2/SQL, .NET, C# 4.0, Easytrieve, SQL, Syncsort
Education
College of Engineering, Trivandrum 2006 — 2010
B.TECH, Electronics and Communication
Charles Schwab August 2012 - Present
CTB/McGraw Hill December 2011 - July 2012
IBM June 2010 - September 2011
Skills
JCL, CICS, DB2, COBOL, PL/1, REXX, z/OS, MVS, DB2/SQL, .NET, C# 4.0, Easytrieve, SQL, Syncsort
Education
College of Engineering, Trivandrum 2006 — 2010
B.TECH, Electronics and Communication
Scott Whyte, AAMS® Scott Whyte, AAMS®'s Charles Schwab Experience March 1991 - October 2000
Job Financial Advisor at Bloom Asset Management, Inc.
Industry Investment Management
Experience
Bloom Asset Management, Inc. October 2000 - Present
Charles Schwab March 1991 - October 2000
First of Michigan August 1990 - March 1991
William C. Roney & Company March 1987 - August 1990
Skills
Investment Management, Registered Investment..., Retirement Planning, Social Security, Portfolio Management, Monte Carlo Simulation, Investments, Series 7, Estate Planning, Financial Advisory, Series 63, Series 65, Radio Broadcasting, Alternative Investments, Mutual Funds, Finance, Securities, Investment Advisory, FINRA, Investment Strategies, Employee Training, Coaching
Education
College for Financial Planning 1998 — 1999
Accredited Asset Management Specialist
Wayne State University
Bloom Asset Management, Inc. October 2000 - Present
Charles Schwab March 1991 - October 2000
First of Michigan August 1990 - March 1991
William C. Roney & Company March 1987 - August 1990
Skills
Investment Management, Registered Investment..., Retirement Planning, Social Security, Portfolio Management, Monte Carlo Simulation, Investments, Series 7, Estate Planning, Financial Advisory, Series 63, Series 65, Radio Broadcasting, Alternative Investments, Mutual Funds, Finance, Securities, Investment Advisory, FINRA, Investment Strategies, Employee Training, Coaching
Education
College for Financial Planning 1998 — 1999
Accredited Asset Management Specialist
Wayne State University
T. Paul Johnson T. Paul Johnson's Charles Schwab Experience January 2000 - May 2001
Job Director of Marketing at Motivity Solutions
Industry Marketing and Advertising
Experience
Motivity Solutions January 2012 - Present
Organnix LLC 2010 - Present
Assurity Financial Services March 2006 - February 2010
Watermark Financial Partners November 2001 - November 2005
Alamo/National Car Rental (ANC Rental Corporation) May 2001 - November 2001
Charles Schwab January 2000 - May 2001
Skills
Lead Generation, Email Marketing, Team Leadership, Market Analysis, Strategy, Web Marketing, Direct Marketing, SEO, Keyword Research, Landing Page..., Corporate Branding, Marketing Communications, Online Marketing, Online Advertising, Marketing Strategy, Social Networking, Management, Analytics, Leadership, Brand Development, Digital Strategy, Marketing, Social Media Marketing, Digital Marketing, Marketing Management, PPC, Strategic Partnerships, E-commerce, Customer Acquisition, B2B, Multi-channel Marketing, Mobile Marketing, B2B Marketing, Reputation Marketing, Web Design, Online Lead Generation, SEM, Google Adwords, Web Analytics, Online Reputation..., Google Analytics, Advertising, CRM, Integrated Marketing, Project Management
Education
Colorado Christian University 2008 — 2010
Masters in Business (MBA)
Colorado State University 1993 — 1998
Bachelor of Business Administration (BBA), Finance / Real Estate
Motivity Solutions January 2012 - Present
Organnix LLC 2010 - Present
Assurity Financial Services March 2006 - February 2010
Watermark Financial Partners November 2001 - November 2005
Alamo/National Car Rental (ANC Rental Corporation) May 2001 - November 2001
Charles Schwab January 2000 - May 2001
Skills
Lead Generation, Email Marketing, Team Leadership, Market Analysis, Strategy, Web Marketing, Direct Marketing, SEO, Keyword Research, Landing Page..., Corporate Branding, Marketing Communications, Online Marketing, Online Advertising, Marketing Strategy, Social Networking, Management, Analytics, Leadership, Brand Development, Digital Strategy, Marketing, Social Media Marketing, Digital Marketing, Marketing Management, PPC, Strategic Partnerships, E-commerce, Customer Acquisition, B2B, Multi-channel Marketing, Mobile Marketing, B2B Marketing, Reputation Marketing, Web Design, Online Lead Generation, SEM, Google Adwords, Web Analytics, Online Reputation..., Google Analytics, Advertising, CRM, Integrated Marketing, Project Management
Education
Colorado Christian University 2008 — 2010
Masters in Business (MBA)
Colorado State University 1993 — 1998
Bachelor of Business Administration (BBA), Finance / Real Estate
Julie McKinney Julie McKinney's Charles Schwab Experience 1993 - 2001
Job Sr Developer at FedEx
Industry Computer Software
Experience
FedEx October 2010 - Present
Bonnier Corporation May 2007 - January 2010
NS Charney 2010 - 2010
Matrix Resources 2010 - 2010
Technisource 2010 - 2010
Convergys, Java Developer March 2004 - May 2007
Charles Schwab 1993 - 2001
Education
University of Central Florida 2002 — 2004
BS, Information Technology
College of Charleston 1989 — 1993
Bachelor of Science, Business Administration; an emphasis in Finance
FedEx October 2010 - Present
Bonnier Corporation May 2007 - January 2010
NS Charney 2010 - 2010
Matrix Resources 2010 - 2010
Technisource 2010 - 2010
Convergys, Java Developer March 2004 - May 2007
Charles Schwab 1993 - 2001
Education
University of Central Florida 2002 — 2004
BS, Information Technology
College of Charleston 1989 — 1993
Bachelor of Science, Business Administration; an emphasis in Finance
Thomas Orthbandt's Charles Schwab Experience February 2014 - July 2014
Job Sr. Frontend Developer at Xero
Industry Computer Software
Experience
Xero August 2014 - Present
Charles Schwab February 2014 - July 2014
Intuit December 2012 - February 2014
Atmel December 2009 - December 2012
VMware March 2009 - December 2009
TribalDDB September 2008 - March 2009
Intuit January 2008 - August 2008
Intuit November 2005 - January 2008
VMware April 2005 - November 2005
Oracle Corp. May 2004 - January 2005
Skills
HTML5, CSS3, JavaScript, CSS, XML, DHTML, Web Analytics, User Experience, Web Development, CMS, Web Applications, E-commerce, HTML, SEO, Omniture, HTML 5, Web Design, Dreamweaver, Flash
Education
San Diego State University-California State University 1995 — 1997
International Business, Business, German, Western Europe and European Union
College of San Mateo 1990 — 1995
Associates, Business
Logan Elm High School
Xero August 2014 - Present
Charles Schwab February 2014 - July 2014
Intuit December 2012 - February 2014
Atmel December 2009 - December 2012
VMware March 2009 - December 2009
TribalDDB September 2008 - March 2009
Intuit January 2008 - August 2008
Intuit November 2005 - January 2008
VMware April 2005 - November 2005
Oracle Corp. May 2004 - January 2005
Skills
HTML5, CSS3, JavaScript, CSS, XML, DHTML, Web Analytics, User Experience, Web Development, CMS, Web Applications, E-commerce, HTML, SEO, Omniture, HTML 5, Web Design, Dreamweaver, Flash
Education
San Diego State University-California State University 1995 — 1997
International Business, Business, German, Western Europe and European Union
College of San Mateo 1990 — 1995
Associates, Business
Logan Elm High School
Lance Buser, AAMS Lance Buser, AAMS's Charles Schwab Experience June 2012 - October 2012
Job Claims Consultant/Negotiation at The Hartford
Industry Insurance
Experience
The Hartford February 2015 - Present
Independent December 2013 - Present
State Farm Insurance February 2013 - November 2013
Merrill Lynch/Edge Financial Services October 2012 - January 2013
Charles Schwab June 2012 - October 2012
Country Financial August 2011 - March 2012
Farmers Insurance Group July 2010 - July 2011
Steve Monico Insurance Agency March 2008 - July 2010
Natiowide Insurance May 2001 - March 2008
Skills
401k, Life Insurance, auto and home insurance, Sales Process, Marketing, Financial Services, Insurance, Asset Management, Fixed Annuities, Variable Annuities, Asset Allocation, Litigation Management, Claims Resolution, Risk Management, Sales
Education
College for Financial Planning 2014 — 2014
Accredited Asset Management Specialist
Gannon University 1997 — 1998
Certification, Insurance and Risk Management
Penn State University 1990 — 1995
Bachelor's degree, Environmental Resource Management, 3.25/4.0
The Hartford February 2015 - Present
Independent December 2013 - Present
State Farm Insurance February 2013 - November 2013
Merrill Lynch/Edge Financial Services October 2012 - January 2013
Charles Schwab June 2012 - October 2012
Country Financial August 2011 - March 2012
Farmers Insurance Group July 2010 - July 2011
Steve Monico Insurance Agency March 2008 - July 2010
Natiowide Insurance May 2001 - March 2008
Skills
401k, Life Insurance, auto and home insurance, Sales Process, Marketing, Financial Services, Insurance, Asset Management, Fixed Annuities, Variable Annuities, Asset Allocation, Litigation Management, Claims Resolution, Risk Management, Sales
Education
College for Financial Planning 2014 — 2014
Accredited Asset Management Specialist
Gannon University 1997 — 1998
Certification, Insurance and Risk Management
Penn State University 1990 — 1995
Bachelor's degree, Environmental Resource Management, 3.25/4.0
Rob Tang's Charles Schwab Experience 1989 - 1995
Job Sales Strategy and Client Experience
Industry Financial Services
Experience
Bank of the West 2014 - Present
Skedaddle 2014 - Present
Mechanics Bank 2010 - 2014
Pioneer Property Group / Live Historic 2006 - 2008
Washington Mutual Bank 2003 - 2005
Wells Fargo 1999 - 2003
Bank of America 1995 - 1999
Charles Schwab 1989 - 1995
Skills
Product Management, Portfolio Management, Banking, Business Planning, Financial Services, Strategy, Vendor Management, Mergers & Acquisitions, Project Management, Change Management, Strategic Planning, Marketing, Wealth Management, Start-ups, Segmentation, Risk Management, Market Research, Product Development, Business Analysis, Retail Banking, Analytics, Relationship Management, Business Development, Asset Management
Education
Santa Clara University
Bachelor of Science, Marketing
College for Financial Planning
Professional Certificate, Chartered Retirement Planning Counselor (CRPC)
Bank of the West 2014 - Present
Skedaddle 2014 - Present
Mechanics Bank 2010 - 2014
Pioneer Property Group / Live Historic 2006 - 2008
Washington Mutual Bank 2003 - 2005
Wells Fargo 1999 - 2003
Bank of America 1995 - 1999
Charles Schwab 1989 - 1995
Skills
Product Management, Portfolio Management, Banking, Business Planning, Financial Services, Strategy, Vendor Management, Mergers & Acquisitions, Project Management, Change Management, Strategic Planning, Marketing, Wealth Management, Start-ups, Segmentation, Risk Management, Market Research, Product Development, Business Analysis, Retail Banking, Analytics, Relationship Management, Business Development, Asset Management
Education
Santa Clara University
Bachelor of Science, Marketing
College for Financial Planning
Professional Certificate, Chartered Retirement Planning Counselor (CRPC)
Erica Moreland Erica Moreland's Charles Schwab Experience September 2015 - Present
Job Volunteer at Fort Bliss
Industry Public Relations and Communications
Experience
Charles Schwab September 2015 - Present
Fort Bliss July 2015 - September 2015
Michaels Stores, Inc. February 2015 - May 2015
College of the Ozarks January 2014 - May 2015
Dressbarn June 2014 - April 2015
Versona Accessories May 2012 - June 2014
Skills
Jenzabar, Counterpoint, ImageNow, Microsoft Excel, PowerPoint, Microsoft Word, WordPress, Public Relations, Event Planning, Social Media, Sales, Leadership, Teamwork, Public Speaking, Microsoft Office, Customer Service, Time Management
Education
College of the Ozarks 2011 — 2015
Bachelor of Arts (B.A.), Public Relations/Image Management
Southwest Baptist University 2011 — 2011
Charles Schwab September 2015 - Present
Fort Bliss July 2015 - September 2015
Michaels Stores, Inc. February 2015 - May 2015
College of the Ozarks January 2014 - May 2015
Dressbarn June 2014 - April 2015
Versona Accessories May 2012 - June 2014
Skills
Jenzabar, Counterpoint, ImageNow, Microsoft Excel, PowerPoint, Microsoft Word, WordPress, Public Relations, Event Planning, Social Media, Sales, Leadership, Teamwork, Public Speaking, Microsoft Office, Customer Service, Time Management
Education
College of the Ozarks 2011 — 2015
Bachelor of Arts (B.A.), Public Relations/Image Management
Southwest Baptist University 2011 — 2011
Alex Phung's Charles Schwab Experience February 2000 - March 2001
Job Customer Solutions Manager at UPS
Industry Logistics and Supply Chain
Experience
UPS December 2014 - Present
UPS August 2010 - December 2014
UPS May 2009 - August 2010
UPS April 2001 - May 2009
Charles Schwab February 2000 - March 2001
Skills
MCSE, A+ Certified, Network+ Certified, Network+, Microsoft Certified..., Logistics, Technical Support, Project Management, Process Engineering, Information Technology, Supply Chain, Troubleshooting, Supply Chain Management, Process Improvement, Transportation, Operations Management, Supply Chain..., Logistics Management, Transportation..., Business Process..., Vendor Management, Cross-functional Team..., Analysis, Management, Integration, Access, Leadership, Strategic Sourcing, Team Building, Team Leadership, Training
Education
College of Marin
Business Administration, Management and Operations
San Jose State University
Computer and Information Sciences, General
UPS December 2014 - Present
UPS August 2010 - December 2014
UPS May 2009 - August 2010
UPS April 2001 - May 2009
Charles Schwab February 2000 - March 2001
Skills
MCSE, A+ Certified, Network+ Certified, Network+, Microsoft Certified..., Logistics, Technical Support, Project Management, Process Engineering, Information Technology, Supply Chain, Troubleshooting, Supply Chain Management, Process Improvement, Transportation, Operations Management, Supply Chain..., Logistics Management, Transportation..., Business Process..., Vendor Management, Cross-functional Team..., Analysis, Management, Integration, Access, Leadership, Strategic Sourcing, Team Building, Team Leadership, Training
Education
College of Marin
Business Administration, Management and Operations
San Jose State University
Computer and Information Sciences, General
Garrett Schmidt Garrett Schmidt's Charles Schwab Experience May 2012 - August 2012
Job Engineer at WD, a Western Digital company
Industry Computer Software
Experience
WD, a Western Digital company January 2015 - Present
WD, a Western Digital company January 2014 - December 2014
Agilent Technologies May 2013 - August 2013
Charles Schwab May 2012 - August 2012
Skills
Software Development, C++, Debugging, Java, C#, ASP.NET, Agile Methodologies, Programming, Python, Visual Studio, Object Oriented Design, Software Engineering, Perl, JavaScript, .NET, Microsoft Office, SQL, ASP.NET MVC, Process Improvement, Subversion, Tortoise SVN, Release Engineering, Standard Template..., SFML, Git
Education
Colorado State University 2011 — 2013
Bachelor of Science, Computer Science
Indiana University Bloomington 2007 — 2009
Accounting and Finance
Indiana University Bloomington 2007 — 2009
Minor, Computer Science
WD, a Western Digital company January 2015 - Present
WD, a Western Digital company January 2014 - December 2014
Agilent Technologies May 2013 - August 2013
Charles Schwab May 2012 - August 2012
Skills
Software Development, C++, Debugging, Java, C#, ASP.NET, Agile Methodologies, Programming, Python, Visual Studio, Object Oriented Design, Software Engineering, Perl, JavaScript, .NET, Microsoft Office, SQL, ASP.NET MVC, Process Improvement, Subversion, Tortoise SVN, Release Engineering, Standard Template..., SFML, Git
Education
Colorado State University 2011 — 2013
Bachelor of Science, Computer Science
Indiana University Bloomington 2007 — 2009
Accounting and Finance
Indiana University Bloomington 2007 — 2009
Minor, Computer Science
Victoria Leslie's Charles Schwab Experience June 2015 - Present
Job Client Service Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2015 - Present
United Capital Financial Advisers, LLC December 2014 - May 2015
Papa Lopez February 2012 - December 2014
Franchise Grill & Bar May 2009 - April 2013
Zinsky's Delicatessen July 2009 - March 2010
Skills
Customer Service, Management, Time Management, Customer Satisfaction, Leadership, Hospitality Management, Social Skills, Friendly Personality, Problem Solving, Team Leadership, Team Management, Dependable Team Player, Hands-on Training, Teamwork, Hospitality, Restaurants, Food & Beverage, Restaurant Management, Personal Financial..., Microsoft Office, Microsoft Word, Social Networking, Microsoft Excel
Education
The University of Texas at Dallas 2014 — 2015
Bachelor’s Degree, Finance, General
Collin County Community College 2010 — 2013
Associate of Arts and Sciences (AAS), Real Estate
Charles Schwab June 2015 - Present
United Capital Financial Advisers, LLC December 2014 - May 2015
Papa Lopez February 2012 - December 2014
Franchise Grill & Bar May 2009 - April 2013
Zinsky's Delicatessen July 2009 - March 2010
Skills
Customer Service, Management, Time Management, Customer Satisfaction, Leadership, Hospitality Management, Social Skills, Friendly Personality, Problem Solving, Team Leadership, Team Management, Dependable Team Player, Hands-on Training, Teamwork, Hospitality, Restaurants, Food & Beverage, Restaurant Management, Personal Financial..., Microsoft Office, Microsoft Word, Social Networking, Microsoft Excel
Education
The University of Texas at Dallas 2014 — 2015
Bachelor’s Degree, Finance, General
Collin County Community College 2010 — 2013
Associate of Arts and Sciences (AAS), Real Estate
Richard Yasenchak, CFA, CFP® Richard Yasenchak, CFA, CFP®'s Charles Schwab Experience January 1998 - August 2002
Job Senior Vice President, Client Portfolio Manager at INTECH Investment Management LLC
Industry Investment Management
Experience
INTECH Investment Management LLC January 2014 - Present
Russell Investments July 2010 - December 2013
Russell Investments May 2008 - June 2010
Russell Investments October 2007 - May 2008
Russell Investments May 2005 - October 2007
Investment Management Consultants Association October 2003 - April 2005
Charles Schwab January 1998 - August 2002
Charles Schwab October 1993 - January 1998
Skills
Investment Management, Portfolio Management, Asset Allocation, Equities, Investment Strategies, Alternative Investments, Investments, Asset Management, Hedge Funds, Financial Modeling, Financial Analysis, Mutual Funds, Bloomberg, Client Relations Skills, Fixed Income, Investment Advisory, Fund Of Funds, Institutional..., Financial Risk, Leadership, Wealth Management, Risk Management, Strategic Financial..., Portfolio Construction, Portfolio Performance..., Personal Financial..., Written & Oral..., ETFs, Portfolio Optimization, Risk Analysis, Contract Negotiation, Project Management, Investment Banking
Education
College for Financial Planning 2002 — 2004
Master of Science, Financial Analysis
Metropolitan State University of Denver 1998 — 2000
Certificate in Personal Financial Planning, Financial Planning and Services
University of Colorado at Boulder 1989 — 1992
Bachelor of Science, Business Administration
INTECH Investment Management LLC January 2014 - Present
Russell Investments July 2010 - December 2013
Russell Investments May 2008 - June 2010
Russell Investments October 2007 - May 2008
Russell Investments May 2005 - October 2007
Investment Management Consultants Association October 2003 - April 2005
Charles Schwab January 1998 - August 2002
Charles Schwab October 1993 - January 1998
Skills
Investment Management, Portfolio Management, Asset Allocation, Equities, Investment Strategies, Alternative Investments, Investments, Asset Management, Hedge Funds, Financial Modeling, Financial Analysis, Mutual Funds, Bloomberg, Client Relations Skills, Fixed Income, Investment Advisory, Fund Of Funds, Institutional..., Financial Risk, Leadership, Wealth Management, Risk Management, Strategic Financial..., Portfolio Construction, Portfolio Performance..., Personal Financial..., Written & Oral..., ETFs, Portfolio Optimization, Risk Analysis, Contract Negotiation, Project Management, Investment Banking
Education
College for Financial Planning 2002 — 2004
Master of Science, Financial Analysis
Metropolitan State University of Denver 1998 — 2000
Certificate in Personal Financial Planning, Financial Planning and Services
University of Colorado at Boulder 1989 — 1992
Bachelor of Science, Business Administration
Jennifer Cuccia Jennifer Cuccia's Charles Schwab Experience 2000 - 2002
Job Massage Therapist at Accents On Health
Industry Alternative Medicine
Experience
Accents On Health March 2015 - Present
Masters in Counseling Candidate- Regis University August 2012 - Present
Primary Care and Chiropractic Center August 2004 - March 2015
Colorado Christian University 2002 - 2004
Charles Schwab 2000 - 2002
Skills
Clinical Research, Wellness, Healthcare Education, Critical Thinking, Mindfulness-based..., Holistic Health, Integrated Health Care, Pain Management, Public Speaking, Customer Service, Nutrition, Treatment, Wellbeing, Motivational..., Medical Compliance, Organizational..., Healing, Leadership, Relaxation
Education
Regis University 2012 — 2016
Counseling Psychology
Colorado School of Healing Arts 2003 — 2004
Licensed Massage Therapist- DORA #681
Colorado State University 1996 — 2000
Bachelor of Science (B.S.), Psychology
Accents On Health March 2015 - Present
Masters in Counseling Candidate- Regis University August 2012 - Present
Primary Care and Chiropractic Center August 2004 - March 2015
Colorado Christian University 2002 - 2004
Charles Schwab 2000 - 2002
Skills
Clinical Research, Wellness, Healthcare Education, Critical Thinking, Mindfulness-based..., Holistic Health, Integrated Health Care, Pain Management, Public Speaking, Customer Service, Nutrition, Treatment, Wellbeing, Motivational..., Medical Compliance, Organizational..., Healing, Leadership, Relaxation
Education
Regis University 2012 — 2016
Counseling Psychology
Colorado School of Healing Arts 2003 — 2004
Licensed Massage Therapist- DORA #681
Colorado State University 1996 — 2000
Bachelor of Science (B.S.), Psychology
Lisa Lawhorn, EA Lisa Lawhorn, EA's Charles Schwab Experience November 2006 - June 2008
Job Tax Advisor at Wealthquest
Industry Financial Services
Experience
Wealthquest January 2015 - Present
Rik Saylor Financial September 2011 - January 2015
NorthgateArinso November 2010 - September 2011
Greattinger and Company July 2008 - August 2010
Charles Schwab November 2006 - June 2008
H&R Block January 2005 - February 2006
Fidelity Investments October 1991 - May 2000
Education
Miami University 1987 — 1991
B.S., Finance
College for Financial Planning
CFP Certification Professional Education Program
Wealthquest January 2015 - Present
Rik Saylor Financial September 2011 - January 2015
NorthgateArinso November 2010 - September 2011
Greattinger and Company July 2008 - August 2010
Charles Schwab November 2006 - June 2008
H&R Block January 2005 - February 2006
Fidelity Investments October 1991 - May 2000
Education
Miami University 1987 — 1991
B.S., Finance
College for Financial Planning
CFP Certification Professional Education Program
Evan Serwinski Evan Serwinski's Charles Schwab Experience July 2015 - Present
Job Relationship Specialist at Charles Schwab
Industry Investment Management
Experience
Charles Schwab July 2015 - Present
Schaumburg Bank and Trust, a Wintrust Community Bank June 2013 - July 2015
Wheaton Park District November 2010 - June 2013
Prairie Capital Advisors, Inc. January 2007 - May 2008
Skills
Customer Service, Personal Banking, Personal Training, Research, Cpr Certified, American History, Film Editing, Microsoft Excel, Editing, Microsoft Office, PowerPoint, Outlook, Microsoft Word, Social Media, Marketing
Education
Northern Illinois University 2010 — 2011
Bachelors of Science, History Major
College of DuPage 2007 — 2009
Associate of Arts, Film/Cinema/Video Studies
Charles Schwab July 2015 - Present
Schaumburg Bank and Trust, a Wintrust Community Bank June 2013 - July 2015
Wheaton Park District November 2010 - June 2013
Prairie Capital Advisors, Inc. January 2007 - May 2008
Skills
Customer Service, Personal Banking, Personal Training, Research, Cpr Certified, American History, Film Editing, Microsoft Excel, Editing, Microsoft Office, PowerPoint, Outlook, Microsoft Word, Social Media, Marketing
Education
Northern Illinois University 2010 — 2011
Bachelors of Science, History Major
College of DuPage 2007 — 2009
Associate of Arts, Film/Cinema/Video Studies
Amy Allmon Amy Allmon's Charles Schwab Experience August 2015 - Present
Job Managing Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2015 - Present
Allstate January 2012 - August 2015
Allstate Insurance May 2007 - December 2011
Allstate Insurance September 2006 - April 2007
Allstate Insurance July 2003 - September 2006
Allstate Insurance December 1998 - April 2003
Allstate Insurance 1995 - 1998
Skills
Leadership, Leadership Development, Program Management, Insurance, Team Building, Sales, Public Relations, Training, Strategic Communications, Talent Management, Project Planning, Project Management, Marketing, Account Management, Staff Development, Strategic Planning, Sales Operations, Sales Management, Management, Coaching, Media Relations, Strategy, Team Leadership
Education
Northwestern University 1991 — 1995
BS, Education and Social Policy
Colorado Christian University 2004 — 2006
MBA, Leadership
Charles Schwab August 2015 - Present
Allstate January 2012 - August 2015
Allstate Insurance May 2007 - December 2011
Allstate Insurance September 2006 - April 2007
Allstate Insurance July 2003 - September 2006
Allstate Insurance December 1998 - April 2003
Allstate Insurance 1995 - 1998
Skills
Leadership, Leadership Development, Program Management, Insurance, Team Building, Sales, Public Relations, Training, Strategic Communications, Talent Management, Project Planning, Project Management, Marketing, Account Management, Staff Development, Strategic Planning, Sales Operations, Sales Management, Management, Coaching, Media Relations, Strategy, Team Leadership
Education
Northwestern University 1991 — 1995
BS, Education and Social Policy
Colorado Christian University 2004 — 2006
MBA, Leadership
Tyler Estrada Tyler Estrada's Charles Schwab Experience September 2015 - Present
Job Help Desk Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2015 - Present
Trax Technologies 2013 - September 2015
Trax Technologies July 2013 - January 2014
Trax Technologies January 2013 - July 2013
Ahwatukee Family Physician May 2012 - November 2012
Skills
Logistics, Customer Service, Leadership, SaaS, Management, Customer Satisfaction, Microsoft Excel, Account Management, Account Reconciliation, Business Analysis, Analysis, Business Process..., Cross-functional Team..., Operations Management, Process Improvement, Supply Chain, Supply Chain Management, Transportation
Education
Mesa Community College 2015 — 2017
Associate's degree, Business Administration and Management, General
Collins College
Charles Schwab September 2015 - Present
Trax Technologies 2013 - September 2015
Trax Technologies July 2013 - January 2014
Trax Technologies January 2013 - July 2013
Ahwatukee Family Physician May 2012 - November 2012
Skills
Logistics, Customer Service, Leadership, SaaS, Management, Customer Satisfaction, Microsoft Excel, Account Management, Account Reconciliation, Business Analysis, Analysis, Business Process..., Cross-functional Team..., Operations Management, Process Improvement, Supply Chain, Supply Chain Management, Transportation
Education
Mesa Community College 2015 — 2017
Associate's degree, Business Administration and Management, General
Collins College
Matthew Kimmel Matthew Kimmel's Charles Schwab Experience 2004 - May 2015
Job Vice President Trust and Investment Officer at Farmers and Merchants Trust Company
Industry Investment Management
Experience
Farmers and Merchants Trust Company June 2015 - Present
Saddleback Memorial Hospital Foundation 2012 - Present
Charles Schwab 2004 - May 2015
A.G. Edwards & Sons, Inc. 2001 - 2004
Skills
Financial Planning, Investment Management, Investment Advisory, Estate Planning, Trust Management, Wealth Management, Wealth Preservation..., Multi-generational..., Asset Management, Asset Allocation, Portfolio Management, Investments, Finance, Mutual Funds, Investment Strategies, Series 7, Securities, Alternative Investments, Retirement Planning, Equities, Series 63
Education
College for Financial Planning 2002 — 2003
AAMS
Calvary Chapel High School 1994 — 1997
BA, California State University Long Beach
Interpersonal and Organizational Communication
Calvary
Calvary
Farmers and Merchants Trust Company June 2015 - Present
Saddleback Memorial Hospital Foundation 2012 - Present
Charles Schwab 2004 - May 2015
A.G. Edwards & Sons, Inc. 2001 - 2004
Skills
Financial Planning, Investment Management, Investment Advisory, Estate Planning, Trust Management, Wealth Management, Wealth Preservation..., Multi-generational..., Asset Management, Asset Allocation, Portfolio Management, Investments, Finance, Mutual Funds, Investment Strategies, Series 7, Securities, Alternative Investments, Retirement Planning, Equities, Series 63
Education
College for Financial Planning 2002 — 2003
AAMS
Calvary Chapel High School 1994 — 1997
BA, California State University Long Beach
Interpersonal and Organizational Communication
Calvary
Calvary
Daniel Caccavallo Daniel Caccavallo's Charles Schwab Experience January 2015 - Present
Job Client Service Associate
Industry Financial Services
Experience
Charles Schwab January 2015 - Present
The Sink Restaurant August 2013 - January 2015
Active Interest Media July 2014 - September 2014
361 Services June 2014 - July 2014
Jackson October 2013 - April 2014
East Moon January 2013 - July 2013
The Buckle September 2012 - December 2012
Ralph Lauren October 2011 - January 2012
Murphy’s Bar & Grill May 2011 - September 2011
Skills
PowerPoint, Social Networking, Marketing, Microsoft Office, Microsoft Word, English, Public Speaking, Social Media, Facebook, Customer Service, Sales, Microsoft Excel, Research, Windows, Budgets, Strategic Planning, C++, Negotiation, Editing
Education
Colorado State University 2010 — 2013
Bachelor's degree, Communications
University of Arizona 2008 — 2009
Boulder High School
Graduate
Charles Schwab January 2015 - Present
The Sink Restaurant August 2013 - January 2015
Active Interest Media July 2014 - September 2014
361 Services June 2014 - July 2014
Jackson October 2013 - April 2014
East Moon January 2013 - July 2013
The Buckle September 2012 - December 2012
Ralph Lauren October 2011 - January 2012
Murphy’s Bar & Grill May 2011 - September 2011
Skills
PowerPoint, Social Networking, Marketing, Microsoft Office, Microsoft Word, English, Public Speaking, Social Media, Facebook, Customer Service, Sales, Microsoft Excel, Research, Windows, Budgets, Strategic Planning, C++, Negotiation, Editing
Education
Colorado State University 2010 — 2013
Bachelor's degree, Communications
University of Arizona 2008 — 2009
Boulder High School
Graduate
Frank Reed Frank Reed's Charles Schwab Experience November 2009 - March 2011
Job Technical Project Manager at Gaikai
Industry Computer Games
Experience
Gaikai September 2014 - Present
Enterprise Performance Solutions, LLC July 2013 - September 2014
Interceptor Entertainment February 2013 - July 2013
Full Sail Institute for Research in Entertainment November 2011 - June 2012
Charles Schwab November 2009 - March 2011
Skills
Video Game Production, Scheduling, Production Documentation, Project Planning, Scrum, Agile Project Management, Kanban, Software Project..., Digital Asset Management, Hansoft, Microsoft Project, Microsoft Office, Smartsheet, XML, Dialogue Writing, Usability Testing, Design Documents, Mission Design, Presentations, Business Meetings, Writing, Listening, Product Marketing, Financial Markets, Direct Sales, Customer Service, MS Project, Process Scheduler, Visio, Creative Writing, Team Leadership, Quality Assurance, Game Design, JIRA, Mobile Games, Perforce, Testing, Time Management
Education
Full Sail University 2011 — 2012
Master of Science (M.S.), Game Production
Colorado State University 2004 — 2008
Liberal Arts, Speech Communication
Gaikai September 2014 - Present
Enterprise Performance Solutions, LLC July 2013 - September 2014
Interceptor Entertainment February 2013 - July 2013
Full Sail Institute for Research in Entertainment November 2011 - June 2012
Charles Schwab November 2009 - March 2011
Skills
Video Game Production, Scheduling, Production Documentation, Project Planning, Scrum, Agile Project Management, Kanban, Software Project..., Digital Asset Management, Hansoft, Microsoft Project, Microsoft Office, Smartsheet, XML, Dialogue Writing, Usability Testing, Design Documents, Mission Design, Presentations, Business Meetings, Writing, Listening, Product Marketing, Financial Markets, Direct Sales, Customer Service, MS Project, Process Scheduler, Visio, Creative Writing, Team Leadership, Quality Assurance, Game Design, JIRA, Mobile Games, Perforce, Testing, Time Management
Education
Full Sail University 2011 — 2012
Master of Science (M.S.), Game Production
Colorado State University 2004 — 2008
Liberal Arts, Speech Communication
Reyna Ward Reyna Ward's Charles Schwab Experience October 2010 - December 2013
Job Senior Client Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2010 - December 2013
Charles Schwab November 2007 - October 2010
American General Financial (subsidiary of AIG) February 2007 - November 2007
NAU Laboratory for Applied Social Research (LASR) August 2004 - December 2006
Southwest Premier Planning Group LLC June 2005 - August 2005
Skills
Series 63, Series 7, Mutual Funds, Securities, Asset Allocation, Retirement, Spanish Translation, Banking, Mortgage Lending, Consumer Lending, Insurance, Equities, Investment Advisory, Wealth Management, Financial Planning, Investments
Education
Northern Arizona University 2003 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
College for Financial Planning
Accredited Asset Management Specialist (AAMS)
Series 7/63
Charles Schwab October 2010 - December 2013
Charles Schwab November 2007 - October 2010
American General Financial (subsidiary of AIG) February 2007 - November 2007
NAU Laboratory for Applied Social Research (LASR) August 2004 - December 2006
Southwest Premier Planning Group LLC June 2005 - August 2005
Skills
Series 63, Series 7, Mutual Funds, Securities, Asset Allocation, Retirement, Spanish Translation, Banking, Mortgage Lending, Consumer Lending, Insurance, Equities, Investment Advisory, Wealth Management, Financial Planning, Investments
Education
Northern Arizona University 2003 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
College for Financial Planning
Accredited Asset Management Specialist (AAMS)
Series 7/63
Evan Payne Evan Payne's Charles Schwab Experience March 2008 - March 2009
Job Boss at E. I. T. S.
Industry Information Technology and Services
Experience
Freelance IT for Edge IT Services January 2012 - Present
Barrister Global Services Network February 2010 - Present
World Wide TechServices June 2013 - July 2014
Charles Schwab March 2008 - March 2009
Pomeroy IT Solutions 2009 - 2009
PlumChoice Online PC Services February 2007 - February 2008
USFS 2007 - 2008
Accounting & Bookkeeping Connection 2002 - 2003
Skills
Desktop Support, Laptops, Software Installation, Computer Hardware, Printers
Education
Collins College 2011 — 2012
Staff Mark 2001 — 2002
Network + Security + MCSE
Freelance IT for Edge IT Services January 2012 - Present
Barrister Global Services Network February 2010 - Present
World Wide TechServices June 2013 - July 2014
Charles Schwab March 2008 - March 2009
Pomeroy IT Solutions 2009 - 2009
PlumChoice Online PC Services February 2007 - February 2008
USFS 2007 - 2008
Accounting & Bookkeeping Connection 2002 - 2003
Skills
Desktop Support, Laptops, Software Installation, Computer Hardware, Printers
Education
Collins College 2011 — 2012
Staff Mark 2001 — 2002
Network + Security + MCSE
Robert Hoke, CFP® Robert Hoke, CFP®'s Charles Schwab Experience March 1999 - Present
Job Portfolio Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 1999 - Present
MHN Government Services March 2008 - March 2009
KOLO-TV Reno 1994 - 1998
KPHO - A Meredith Corporation 1980 - 1994
Skills
Mutual Funds, Asset Allocation, Wealth Management, Investment Advisory, Retirement Planning, Investment Management, Portfolio Management, Investments, Securities, Asset Managment, Investment Strategies, Equities, Financial Planning, Series 7, Financial Services, Financial Advisory, Relationship Management, Estate Planning, Fixed Income
Education
College for Financial Planning
Certified Financial Planner
Northern Arizona University 1975 — 1980
Bachelor of Science, Telecommunications and Music
Charles Schwab March 1999 - Present
MHN Government Services March 2008 - March 2009
KOLO-TV Reno 1994 - 1998
KPHO - A Meredith Corporation 1980 - 1994
Skills
Mutual Funds, Asset Allocation, Wealth Management, Investment Advisory, Retirement Planning, Investment Management, Portfolio Management, Investments, Securities, Asset Managment, Investment Strategies, Equities, Financial Planning, Series 7, Financial Services, Financial Advisory, Relationship Management, Estate Planning, Fixed Income
Education
College for Financial Planning
Certified Financial Planner
Northern Arizona University 1975 — 1980
Bachelor of Science, Telecommunications and Music
Jessica Gu's Charles Schwab Experience December 2014 - Present
Job Senior Manager Business Analyst
Industry Financial Services
Experience
Charles Schwab December 2014 - Present
Charles Schwab August 2012 - November 2014
Daniels Consulting Firm June 2011 - June 2012
Apartment Life, Colorado State University June 2005 - August 2008
Creative Public Relations Company January 2001 - June 2005
Skills
Client Relations Skills, International Relations, Project Management, Product Management, Financial Analysis, Strategic Planning, Market Research, Marketing, Product Marketing, Segmentation, Networking, Public Relations, Entrepreneurship, Social Media Marketing, Business Development, CRM, Research, Management, Analysis, Leadership
Education
University of Denver - Daniels College of Business 2010 — 2012
MBA, 06/2012, 3.9/4.0
Colorado State University 2006 — 2008
Master's degree, Communication, Journalism, and Related Programs
Charles Schwab December 2014 - Present
Charles Schwab August 2012 - November 2014
Daniels Consulting Firm June 2011 - June 2012
Apartment Life, Colorado State University June 2005 - August 2008
Creative Public Relations Company January 2001 - June 2005
Skills
Client Relations Skills, International Relations, Project Management, Product Management, Financial Analysis, Strategic Planning, Market Research, Marketing, Product Marketing, Segmentation, Networking, Public Relations, Entrepreneurship, Social Media Marketing, Business Development, CRM, Research, Management, Analysis, Leadership
Education
University of Denver - Daniels College of Business 2010 — 2012
MBA, 06/2012, 3.9/4.0
Colorado State University 2006 — 2008
Master's degree, Communication, Journalism, and Related Programs
Robert Skaare Robert Skaare's Charles Schwab Experience October 2008 - January 2012
Job US Investor Services Sales Channel Program Manager at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price June 2013 - Present
T. Rowe Price January 2012 - June 2013
Charles Schwab October 2008 - January 2012
Charles Schwab & Co., Inc. April 2004 - October 2008
Charles Schwab January 1999 - April 2004
Morgan Stanley Dean Witter June 1997 - October 1998
John Hancock Financial Services June 1996 - June 1997
Skills
Mutual Funds, Investments, Series 7, Series 63, Asset Allocation, Client Service, Retirement Planning, Financial Services, Insurance, FINRA, Asset, Series 66, Series 9, Series 10, Series 23
Education
College for Financial Planning 2009 — 2013
Certified Financial Planner Studies
College for Financial Planning 2009 — 2013
AAMS
Stonehill College 1992 — 1996
Bachelors of Science in Business Administration, Major: Finance Minor: Economics
Malden Catholic
T. Rowe Price June 2013 - Present
T. Rowe Price January 2012 - June 2013
Charles Schwab October 2008 - January 2012
Charles Schwab & Co., Inc. April 2004 - October 2008
Charles Schwab January 1999 - April 2004
Morgan Stanley Dean Witter June 1997 - October 1998
John Hancock Financial Services June 1996 - June 1997
Skills
Mutual Funds, Investments, Series 7, Series 63, Asset Allocation, Client Service, Retirement Planning, Financial Services, Insurance, FINRA, Asset, Series 66, Series 9, Series 10, Series 23
Education
College for Financial Planning 2009 — 2013
Certified Financial Planner Studies
College for Financial Planning 2009 — 2013
AAMS
Stonehill College 1992 — 1996
Bachelors of Science in Business Administration, Major: Finance Minor: Economics
Malden Catholic
James Schellman's Charles Schwab Experience February 2015 - Present
Job Experienced Product Manager & Product Marketing Manager (NPDP)
Industry Investment Management
Experience
Charles Schwab February 2015 - Present
Cricket Wireless (a division of AT&T) August 2012 - February 2015
The Prescott Group January 2001 - February 2015
Dex One March 2010 - August 2012
Thought Equity Motion August 2008 - November 2009
Orchard Road Christian Center March 2004 - January 2009
AT&T August 2007 - August 2008
AT&T November 1999 - August 2007
S4 Ski School May 1996 - September 2003
CTV, KCSU, KLOZ September 1997 - September 1999
Skills
New Product Development, Pragmatic Marketing..., Registered Real Estate..., Business Development, Telecommunications, SEO, Leadership, Corporate Training, Commercialization, Web Design, Aggregation, Management, Product Management, Product Marketing, Competitive Analysis, Online Advertising, Agile Methodologies, User Interface, Mobile Applications, Local Marketing, Strategic Partnerships, Product Design, Social Media, Online Video Marketing, Online Video Strategy, User Experience, Mobile Music, Interactive Advertising, SEM, Product Development, Advertising, New Business Development, Marketing Management
Education
Colorado State University 1996 — 1999
Speech Communication, Business Management, TV and Radio Broadcasting, Interpersonal Communication, Rhetoric
Western State Colorado University 1995 — 1996
Lewis Palmer
Charles Schwab February 2015 - Present
Cricket Wireless (a division of AT&T) August 2012 - February 2015
The Prescott Group January 2001 - February 2015
Dex One March 2010 - August 2012
Thought Equity Motion August 2008 - November 2009
Orchard Road Christian Center March 2004 - January 2009
AT&T August 2007 - August 2008
AT&T November 1999 - August 2007
S4 Ski School May 1996 - September 2003
CTV, KCSU, KLOZ September 1997 - September 1999
Skills
New Product Development, Pragmatic Marketing..., Registered Real Estate..., Business Development, Telecommunications, SEO, Leadership, Corporate Training, Commercialization, Web Design, Aggregation, Management, Product Management, Product Marketing, Competitive Analysis, Online Advertising, Agile Methodologies, User Interface, Mobile Applications, Local Marketing, Strategic Partnerships, Product Design, Social Media, Online Video Marketing, Online Video Strategy, User Experience, Mobile Music, Interactive Advertising, SEM, Product Development, Advertising, New Business Development, Marketing Management
Education
Colorado State University 1996 — 1999
Speech Communication, Business Management, TV and Radio Broadcasting, Interpersonal Communication, Rhetoric
Western State Colorado University 1995 — 1996
Lewis Palmer
Scott Fellows, CFP® Scott Fellows, CFP®'s Charles Schwab Experience May 2010 - December 2011
Job Portfolio Consultant at Charles Schwab Private Client Investment Advisory
Industry Investment Management
Experience
Charles Schwab Private Client Investment Advisory April 2012 - Present
Charles Schwab Private Client Investment Advisory January 2012 - April 2012
Charles Schwab May 2010 - December 2011
Charles Schwab July 2008 - May 2010
Education
College for Financial Planning 2011 — 2013
Masters of Financial Planning, Finance and Financial Management Services
Northern Arizona University 2003 — 2007
BS, Finance
Charles Schwab Private Client Investment Advisory April 2012 - Present
Charles Schwab Private Client Investment Advisory January 2012 - April 2012
Charles Schwab May 2010 - December 2011
Charles Schwab July 2008 - May 2010
Education
College for Financial Planning 2011 — 2013
Masters of Financial Planning, Finance and Financial Management Services
Northern Arizona University 2003 — 2007
BS, Finance
Todd Butler, CFP®'s Charles Schwab Experience 2001 - 2004
Job FeeOnly Financial Advisor at WESCAP Group
Industry Investment Management
Experience
WESCAP Group October 2007 - Present
Bravo TV July 2012 - July 2012
Lifetime Television October 2010 - October 2010
SEIA 2004 - 2007
Charles Schwab 2001 - 2004
T. Rowe Price 1998 - 2001
Skills
Wealth Management, Strategic Financial..., Investments, Retirement Planning, Portfolio Management, Asset Allocation, Estate Planning, Securities, Financial Analysis, Mutual Funds, Investment Advisory, Retirement, Investment Strategies, Financial Advisory, IRAs, Fixed Income, Finance, Equities, Investment Management, Financial Planners, Wealth Management..., Alternative Investments
Education
College for Financial Planning 2007 — 2008
CFP®, Certified Financial Planner
Towson University 1994 — 1998
BS, Communications
WESCAP Group October 2007 - Present
Bravo TV July 2012 - July 2012
Lifetime Television October 2010 - October 2010
SEIA 2004 - 2007
Charles Schwab 2001 - 2004
T. Rowe Price 1998 - 2001
Skills
Wealth Management, Strategic Financial..., Investments, Retirement Planning, Portfolio Management, Asset Allocation, Estate Planning, Securities, Financial Analysis, Mutual Funds, Investment Advisory, Retirement, Investment Strategies, Financial Advisory, IRAs, Fixed Income, Finance, Equities, Investment Management, Financial Planners, Wealth Management..., Alternative Investments
Education
College for Financial Planning 2007 — 2008
CFP®, Certified Financial Planner
Towson University 1994 — 1998
BS, Communications
Terri Kallsen Terri Kallsen's Charles Schwab Experience November 2014 - Present
Job Executive Vice President Investor Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2014 - Present
Charles Schwab June 2014 - Present
Charles Schwab May 2012 - June 2014
First Command Financial Services August 2009 - February 2012
USAA 2005 - October 2009
Thrivent 1994 - 2005
3M June 1990 - November 1994
Skills
Strategic Planning, Marketing Strategy, Sales Management, Series 7, Wealth Management, Financial Planning, Annuities, Retirement, Retirement Planning, Investment Strategies, Insurance, Estate Planning, Risk Management, Executive Management, Financial Advisory, Investments, Investment Advisory, Securities, Insurance Planning, Strategic Financial..., Financial Planners, Strategic Leadership, Fixed Annuities, Strategy, Business Planning, Mutual Funds, Financial Services, Asset Allocation, Leadership, Series 63, 401k, Uniform Combined State..., Series 65, FINRA, IRAs, Portfolio Management, Series 24, Business Strategy, Wealth Management..., Wealth, Series 6, Finance, Banking, Management
Education
University of Wisconsin-Oshkosh 1994 — 1996
Master Degree
College of St. Benedict 1986 — 1990
BS
Charles Schwab November 2014 - Present
Charles Schwab June 2014 - Present
Charles Schwab May 2012 - June 2014
First Command Financial Services August 2009 - February 2012
USAA 2005 - October 2009
Thrivent 1994 - 2005
3M June 1990 - November 1994
Skills
Strategic Planning, Marketing Strategy, Sales Management, Series 7, Wealth Management, Financial Planning, Annuities, Retirement, Retirement Planning, Investment Strategies, Insurance, Estate Planning, Risk Management, Executive Management, Financial Advisory, Investments, Investment Advisory, Securities, Insurance Planning, Strategic Financial..., Financial Planners, Strategic Leadership, Fixed Annuities, Strategy, Business Planning, Mutual Funds, Financial Services, Asset Allocation, Leadership, Series 63, 401k, Uniform Combined State..., Series 65, FINRA, IRAs, Portfolio Management, Series 24, Business Strategy, Wealth Management..., Wealth, Series 6, Finance, Banking, Management
Education
University of Wisconsin-Oshkosh 1994 — 1996
Master Degree
College of St. Benedict 1986 — 1990
BS
Tim S. Koehl, CFP®'s Charles Schwab Experience September 2008 - February 2010
Job Director of Financial Planning at Bernhardt Wealth Management
Industry Financial Services
Experience
Bernhardt Wealth Management March 2010 - Present
Charles Schwab September 2008 - February 2010
Edward Jones April 2003 - June 2008
Charles Schwab December 1996 - April 2003
Skills
Retirement Planning, Wealth Management, Investment Advisory, Strategic Financial..., Asset Allocation, Financial Advisory, Estate Planning, Retirement, Investments, Investment Strategies, Portfolio Management, Personal Finance, Asset Managment, Securities
Education
Georgetown University Center for Continuing and Professional Education 2007 — 2008
Certificate in Financial Planning, Core competencies in insurance, investing, taxation, retirement planning, and estate planning.
College for Financial Planning 2005 — 2006
AAMS®, Financial Planning
Miami University 1990 — 1994
BA, Geography, Emphasis on Economics and Urban & Regional Analysis
Bernhardt Wealth Management March 2010 - Present
Charles Schwab September 2008 - February 2010
Edward Jones April 2003 - June 2008
Charles Schwab December 1996 - April 2003
Skills
Retirement Planning, Wealth Management, Investment Advisory, Strategic Financial..., Asset Allocation, Financial Advisory, Estate Planning, Retirement, Investments, Investment Strategies, Portfolio Management, Personal Finance, Asset Managment, Securities
Education
Georgetown University Center for Continuing and Professional Education 2007 — 2008
Certificate in Financial Planning, Core competencies in insurance, investing, taxation, retirement planning, and estate planning.
College for Financial Planning 2005 — 2006
AAMS®, Financial Planning
Miami University 1990 — 1994
BA, Geography, Emphasis on Economics and Urban & Regional Analysis
Matt Wilcoxen Matt Wilcoxen's Charles Schwab Experience September 2012 - Present
Job Trading Manager Advisor Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2012 - Present
Charles Schwab 1997 - 2012
Charles Schwab 1995 - 1997
Janus Capital Group 1994 - 1995
Janus Capital Group 1991 - 1994
Skills
Series 7, Series 63, Trading, Series 9,10, Asset Managment, Wealth Management, Equities, Investment Management, Portfolio Management, Securities, Mutual Funds, Bonds, Investment Strategies, Financial Analysis, Investment Advisory, Asset Allocation, Separately Managed..., Investments, Retirement Planning, Relationship Management, FINRA, Financial Markets, Equity Trading, Asset Management
Education
College for Financial Planning 2001 — 2002
Registered Paraplanner, Financial Planning
Utah State University 1988 — 1989
Fine Arts Major
Charles Schwab September 2012 - Present
Charles Schwab 1997 - 2012
Charles Schwab 1995 - 1997
Janus Capital Group 1994 - 1995
Janus Capital Group 1991 - 1994
Skills
Series 7, Series 63, Trading, Series 9,10, Asset Managment, Wealth Management, Equities, Investment Management, Portfolio Management, Securities, Mutual Funds, Bonds, Investment Strategies, Financial Analysis, Investment Advisory, Asset Allocation, Separately Managed..., Investments, Retirement Planning, Relationship Management, FINRA, Financial Markets, Equity Trading, Asset Management
Education
College for Financial Planning 2001 — 2002
Registered Paraplanner, Financial Planning
Utah State University 1988 — 1989
Fine Arts Major
Scot Bissell Scot Bissell's Charles Schwab Experience March 1999 - Present
Job Portfolio Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 1999 - Present
Fidelity Investments December 1987 - November 1998
Skills
Series 65, Investment Management, ETFs, Asset Management, Portfolio Management, Wealth Management, Asset Allocation, Mutual Funds, Series 7, Series 63, Investment Advisory, Retirement Planning, Investment Strategies, Securities, Investments, Equities, Fixed Annuities, Retirement, Uniform Combined State..., FINRA, Variable Annuities, 401k Rollovers, Wealth Accumulation, Portfolio Optimization, Roth IRA, Personal Financial..., AAMS, Insurance, IRAs, Financial Advisory, 401k, Alternative Investments, Series 24
Education
College for Financial Planning 2000 — 2009
AAMS, ACCREDITED ASSET MANAGEMENT SPECIALIST (SM)
Drexel University 1975 — 1980
Drexel University - LeBow College of Business 1975 — 1979
Charles Schwab March 1999 - Present
Fidelity Investments December 1987 - November 1998
Skills
Series 65, Investment Management, ETFs, Asset Management, Portfolio Management, Wealth Management, Asset Allocation, Mutual Funds, Series 7, Series 63, Investment Advisory, Retirement Planning, Investment Strategies, Securities, Investments, Equities, Fixed Annuities, Retirement, Uniform Combined State..., FINRA, Variable Annuities, 401k Rollovers, Wealth Accumulation, Portfolio Optimization, Roth IRA, Personal Financial..., AAMS, Insurance, IRAs, Financial Advisory, 401k, Alternative Investments, Series 24
Education
College for Financial Planning 2000 — 2009
AAMS, ACCREDITED ASSET MANAGEMENT SPECIALIST (SM)
Drexel University 1975 — 1980
Drexel University - LeBow College of Business 1975 — 1979
David Burnell David Burnell's Charles Schwab Experience January 2011 - May 2012
Job Market Compliance Specalist at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2014 - Present
Wells Fargo Advisors, LLC March 2014 - July 2014
Wells Fargo Advisors, LLC June 2012 - March 2014
Charles Schwab January 2011 - May 2012
Colorado State University Bookstore January 2010 - January 2011
The Home Depot March 2008 - October 2009
The Home Depot May 2007 - August 2007
Things Remembered October 2005 - August 2006
Skills
Communication, Fast Learner, Microsoft Office, Presentations, Risk Management, Investments
Education
Colorado State University 2006 — 2010
Bachelor of Science, Business Administration; Management & Finance
Smoky Hill
Wells Fargo Advisors, LLC July 2014 - Present
Wells Fargo Advisors, LLC March 2014 - July 2014
Wells Fargo Advisors, LLC June 2012 - March 2014
Charles Schwab January 2011 - May 2012
Colorado State University Bookstore January 2010 - January 2011
The Home Depot March 2008 - October 2009
The Home Depot May 2007 - August 2007
Things Remembered October 2005 - August 2006
Skills
Communication, Fast Learner, Microsoft Office, Presentations, Risk Management, Investments
Education
Colorado State University 2006 — 2010
Bachelor of Science, Business Administration; Management & Finance
Smoky Hill
Brian Heckler's Charles Schwab Experience April 1999 - May 2001
Job Investment Banking Professional
Industry Investment Banking
Experience
Falkenberg Capital Corporation March 2011 - Present
Falkenberg Capital February 2008 - May 2011
The Broe Group November 2007 - February 2008
Global Emerging Markets- (GEM, New York) January 2007 - April 2007
123 Fit April 2006 - April 2007
Janus Capital Group June 2005 - April 2006
IBM November 2002 - June 2005
Charles Schwab April 1999 - May 2001
Skills
Valuation, Corporate Finance, Due Diligence, Mergers & Acquisitions, Finance, Investment Banking, Financial Modeling, Investments, Alternative Investments, Strategy, Asset Management, Financial Analysis, Mergers, M&A experience, Capital Markets, Strategic Financial..., Market Research, Data Center, Company Valuation, Equities, Private Equity, Asset Managment, Acquisition Integration, Business Analysis, Microsoft Excel, Capital IQ, Budgets, PowerPoint, Microsoft Office, Bloomberg
Education
University of Colorado Denver 2002 — 2003
Master of Business Administration (MBA)
University of Colorado Denver 2002 — 2003
MS
Colorado State University 1992 — 1997
BS
Falkenberg Capital Corporation March 2011 - Present
Falkenberg Capital February 2008 - May 2011
The Broe Group November 2007 - February 2008
Global Emerging Markets- (GEM, New York) January 2007 - April 2007
123 Fit April 2006 - April 2007
Janus Capital Group June 2005 - April 2006
IBM November 2002 - June 2005
Charles Schwab April 1999 - May 2001
Skills
Valuation, Corporate Finance, Due Diligence, Mergers & Acquisitions, Finance, Investment Banking, Financial Modeling, Investments, Alternative Investments, Strategy, Asset Management, Financial Analysis, Mergers, M&A experience, Capital Markets, Strategic Financial..., Market Research, Data Center, Company Valuation, Equities, Private Equity, Asset Managment, Acquisition Integration, Business Analysis, Microsoft Excel, Capital IQ, Budgets, PowerPoint, Microsoft Office, Bloomberg
Education
University of Colorado Denver 2002 — 2003
Master of Business Administration (MBA)
University of Colorado Denver 2002 — 2003
MS
Colorado State University 1992 — 1997
BS
Jeff Metz's Charles Schwab Experience June 2012 - March 2014
Job Experienced Business Intelligence Analyst and Data Analyst currently seeking new opportunities
Industry Information Technology and Services
Experience
TEKsystems August 2014 - Present
Charles Schwab June 2012 - March 2014
Matrix Financial Solutions January 2007 - June 2012
CoBank July 2003 - December 2006
Berger Financial Group July 2001 - June 2003
TEKsystems September 1998 - June 2001
Skills
SDLC, Business Requirements, Business Analysis, Integration, Tableau, Report Development, Omniture Analytics, Business Intelligence, ETL, SharePoint, Business Process, Microsoft SQL Server, Data Transformation, Project Management, Software Project..., Crystal Reports, SQL, SQL Server 2000-2008, Stored Procedures, Databases, Analysis, Data Analysis, Requirements Gathering, Requirements Analysis, XML, CRM, Systems Analysis, Vendor Management, Process Improvement, User Acceptance Testing, Software Documentation, T-SQL, Visio, Data Warehousing, Software Development
Education
Regis University 2000 — 2004
Bachelor of Science, Computer Infomation Systems
Colorado State University 1991 — 1996
Bachelor of Applied Science (B.A.Sc.), Computer Information Systems
Green Mountain High School
TEKsystems August 2014 - Present
Charles Schwab June 2012 - March 2014
Matrix Financial Solutions January 2007 - June 2012
CoBank July 2003 - December 2006
Berger Financial Group July 2001 - June 2003
TEKsystems September 1998 - June 2001
Skills
SDLC, Business Requirements, Business Analysis, Integration, Tableau, Report Development, Omniture Analytics, Business Intelligence, ETL, SharePoint, Business Process, Microsoft SQL Server, Data Transformation, Project Management, Software Project..., Crystal Reports, SQL, SQL Server 2000-2008, Stored Procedures, Databases, Analysis, Data Analysis, Requirements Gathering, Requirements Analysis, XML, CRM, Systems Analysis, Vendor Management, Process Improvement, User Acceptance Testing, Software Documentation, T-SQL, Visio, Data Warehousing, Software Development
Education
Regis University 2000 — 2004
Bachelor of Science, Computer Infomation Systems
Colorado State University 1991 — 1996
Bachelor of Applied Science (B.A.Sc.), Computer Information Systems
Green Mountain High School
Steve Lutha's Charles Schwab Experience September 2013 - April 2014
Job Research Specialist at CAPS Research
Industry Research
Experience
CAPS Research May 2014 - Present
Charles Schwab September 2013 - April 2014
Arrowhead Center January 2013 - August 2013
Arrowhead Center December 2009 - January 2013
Skills
Analysis, Data Analysis, Statistics, Economics, Financial Analysis, Microsoft Office, Project Management, Public Speaking, SAS
Education
New Mexico State University 2009 — 2011
Master of Arts (M.A.), Economics
North Central College 2005 — 2007
Bachelor of Arts (B.A.), Economics
College of DuPage 2002 — 2004
None, Economics
CAPS Research May 2014 - Present
Charles Schwab September 2013 - April 2014
Arrowhead Center January 2013 - August 2013
Arrowhead Center December 2009 - January 2013
Skills
Analysis, Data Analysis, Statistics, Economics, Financial Analysis, Microsoft Office, Project Management, Public Speaking, SAS
Education
New Mexico State University 2009 — 2011
Master of Arts (M.A.), Economics
North Central College 2005 — 2007
Bachelor of Arts (B.A.), Economics
College of DuPage 2002 — 2004
None, Economics
Andy Kemper's Charles Schwab Experience January 2012 - April 2015
Job Debit Card Product Manager
Industry Financial Services
Experience
Visa April 2015 - Present
Charles Schwab January 2012 - April 2015
Bellco Credit Union January 2007 - January 2012
Fiserv ISS 2006 - 2007
Merrill Lynch January 1997 - January 2006
Skills
Six Sigma Green Belt, Six Sigma, Operations Management, Management, Process Improvement, Business Process..., Vendor Management, Portfolio Management, Credit Cards, Banking, Risk Management, Financial Services, Leadership, Customer Service, Strategic Planning, Business Analysis, Project Management, Team Building, Relationship Management
Education
Colorado State University 2012 — 2013
Bachelor's Degree, Business Management
University of Phoenix 2004 — 2007
Business Management
Red Rocks Community College
AS, Fire Science
Visa April 2015 - Present
Charles Schwab January 2012 - April 2015
Bellco Credit Union January 2007 - January 2012
Fiserv ISS 2006 - 2007
Merrill Lynch January 1997 - January 2006
Skills
Six Sigma Green Belt, Six Sigma, Operations Management, Management, Process Improvement, Business Process..., Vendor Management, Portfolio Management, Credit Cards, Banking, Risk Management, Financial Services, Leadership, Customer Service, Strategic Planning, Business Analysis, Project Management, Team Building, Relationship Management
Education
Colorado State University 2012 — 2013
Bachelor's Degree, Business Management
University of Phoenix 2004 — 2007
Business Management
Red Rocks Community College
AS, Fire Science
Joe Tawasha's Charles Schwab Experience January 2001 - January 2009
Job Information Security Specialist at Visa
Industry Utilities
Experience
Visa April 2012 - Present
Pacific Gas and Electric Company January 2011 - April 2012
Blue Shield of California April 2009 - September 2010
Charles Schwab January 2001 - January 2009
Charles Schwab January 1999 - January 2001
Franklin Templeton Investments January 1995 - January 1999
Pacific Gas & Electric 1991 - 1995
Skills
Computer Forensics, Litigation Support, Fraud Investigations, Fraud Prevention, Credit Card, Neural Networks, Risk Modeling, Investigation, Fraud Detection, Fraud, Financial Risk, Credit Cards, Risk Assessment, Analysis, Background Checks, Management, Financial Analysis, Internal Audit, Private Investigations, Strategy, Information Security, Information Security..., Forensic Analysis, Risk Management
Education
Notre Dame de Namur University 1997 — 1999
BS, Business Managment
College of San Mateo
Associate of Arts Degree, Music Theory-Composition
Abraham Lincoln 1982 — 1985
Visa April 2012 - Present
Pacific Gas and Electric Company January 2011 - April 2012
Blue Shield of California April 2009 - September 2010
Charles Schwab January 2001 - January 2009
Charles Schwab January 1999 - January 2001
Franklin Templeton Investments January 1995 - January 1999
Pacific Gas & Electric 1991 - 1995
Skills
Computer Forensics, Litigation Support, Fraud Investigations, Fraud Prevention, Credit Card, Neural Networks, Risk Modeling, Investigation, Fraud Detection, Fraud, Financial Risk, Credit Cards, Risk Assessment, Analysis, Background Checks, Management, Financial Analysis, Internal Audit, Private Investigations, Strategy, Information Security, Information Security..., Forensic Analysis, Risk Management
Education
Notre Dame de Namur University 1997 — 1999
BS, Business Managment
College of San Mateo
Associate of Arts Degree, Music Theory-Composition
Abraham Lincoln 1982 — 1985
Julio Velis, CFP's Charles Schwab Experience May 1994 - August 2004
Job VP and Branch Manager Fidelity Investments, Certified Financial Planner®
Industry Investment Management
Experience
Fidelity Investments August 2004 - Present
Charles Schwab May 1994 - August 2004
GDB for Puerto Rico 1987 - 1994
Peat Marwick 1982 - 1986
Skills
Series 7, Series 24, Financial Services, Asset Allocation, Finance, Uniform Combined State..., High Net Worth..., Financial Advisory, Series 9 and 10, Series 66, Florida Life and..., Fixed Annuities, Series 63, Florida Notary Public, Certified Financial..., Certified Divorce...
Education
College for Financial Planning 1991 — 1993
Certified Financial Planner, Personal Financial Planning
Inter-American University of Puerto Rico-Metropolitan Campus 1981 — 1982
BBS, Accounting, Magna Cum Laude
Colegio Marista
Fidelity Investments August 2004 - Present
Charles Schwab May 1994 - August 2004
GDB for Puerto Rico 1987 - 1994
Peat Marwick 1982 - 1986
Skills
Series 7, Series 24, Financial Services, Asset Allocation, Finance, Uniform Combined State..., High Net Worth..., Financial Advisory, Series 9 and 10, Series 66, Florida Life and..., Fixed Annuities, Series 63, Florida Notary Public, Certified Financial..., Certified Divorce...
Education
College for Financial Planning 1991 — 1993
Certified Financial Planner, Personal Financial Planning
Inter-American University of Puerto Rico-Metropolitan Campus 1981 — 1982
BBS, Accounting, Magna Cum Laude
Colegio Marista
Kathy Greenlee's Charles Schwab Experience February 1992 - December 2007
Job Executive Director, NA Head of Prime Brokerage Operations
Industry Financial Services
Experience
Morgan Stanley February 2015 - Present
Morgan Stanley June 2010 - February 2015
Legg Mason March 2008 - June 2010
Charles Schwab February 1992 - December 2007
Charles Schwab 1992 - 1995
Charles Schwab 1992 - 1995
Skills
Series 7, Financial Services, Investments, Change Management, Team Building, Securities, Wealth Management, Investment Management, Equities, Series 63, Retirement Planning, Asset Managment, Hedge Funds, Mutual Funds, Options, Portfolio Management, Series 24, Trading, Management, Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Capital Markets, Derivatives, FINRA, Fixed Income, Investment Advisory, Investment Strategies
Education
Colorado College 1980 — 1984
Bachelor of Arts (B.A.), Economics
Morgan Stanley February 2015 - Present
Morgan Stanley June 2010 - February 2015
Legg Mason March 2008 - June 2010
Charles Schwab February 1992 - December 2007
Charles Schwab 1992 - 1995
Charles Schwab 1992 - 1995
Skills
Series 7, Financial Services, Investments, Change Management, Team Building, Securities, Wealth Management, Investment Management, Equities, Series 63, Retirement Planning, Asset Managment, Hedge Funds, Mutual Funds, Options, Portfolio Management, Series 24, Trading, Management, Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Capital Markets, Derivatives, FINRA, Fixed Income, Investment Advisory, Investment Strategies
Education
Colorado College 1980 — 1984
Bachelor of Arts (B.A.), Economics
Dwight Badgley's Charles Schwab Experience August 1999 - June 2001
Job Senior Finance Analyst at DaVita
Industry Hospital & Health Care
Experience
DaVita April 2013 - Present
Vectra Bank Colorado March 2007 - March 2013
First Western Trust Bank September 2004 - February 2007
Big Clean Trucks, Inc. 2002 - 2004
Charles Schwab August 1999 - June 2001
Skills
Financial Modeling, Financial Analysis, Marketing, Banking, Forecasting, Microsoft Excel, Portfolio Management, Investments, Access, Finance, SQL, Strategic Financial..., Data Mining, Tableau, SPSS, Silverpop, SPSS Modeler
Education
University of Colorado at Boulder - Leeds School of Business 2001 — 2003
MBA, Finance & Entrepreneurship
Colorado State University 1995 — 1999
BS, Finance
DaVita April 2013 - Present
Vectra Bank Colorado March 2007 - March 2013
First Western Trust Bank September 2004 - February 2007
Big Clean Trucks, Inc. 2002 - 2004
Charles Schwab August 1999 - June 2001
Skills
Financial Modeling, Financial Analysis, Marketing, Banking, Forecasting, Microsoft Excel, Portfolio Management, Investments, Access, Finance, SQL, Strategic Financial..., Data Mining, Tableau, SPSS, Silverpop, SPSS Modeler
Education
University of Colorado at Boulder - Leeds School of Business 2001 — 2003
MBA, Finance & Entrepreneurship
Colorado State University 1995 — 1999
BS, Finance
Timothy E. Powers's Charles Schwab Experience February 2007 - August 2007
Job President of Rocky Mountain Laptops, Inc.
Industry Computer Hardware
Experience
Rocky Mountain Laptops, Inc. August 2007 - Present
Charles Schwab February 2007 - August 2007
Nine Systems November 2004 - January 2007
Ford Motor Credit Company November 2001 - November 2004
Wilkes University June 2000 - October 2001
General Meters Corporation March 1998 - June 2000
Skills
Sales, Start-ups, New Business Development, Entrepreneurship, Sales Management, Marketing Strategy, Strategic Planning, Business Development, Product Management, Strategic Partnerships, Product Development, Small Business, Business Strategy, Cloud Computing, Marketing, Customer Service, Account Management
Education
Colorado College
Rocky Mountain Laptops, Inc. August 2007 - Present
Charles Schwab February 2007 - August 2007
Nine Systems November 2004 - January 2007
Ford Motor Credit Company November 2001 - November 2004
Wilkes University June 2000 - October 2001
General Meters Corporation March 1998 - June 2000
Skills
Sales, Start-ups, New Business Development, Entrepreneurship, Sales Management, Marketing Strategy, Strategic Planning, Business Development, Product Management, Strategic Partnerships, Product Development, Small Business, Business Strategy, Cloud Computing, Marketing, Customer Service, Account Management
Education
Colorado College
Gail Berman's Charles Schwab Experience 1998 - 2006
Job Senior Business Analyst at BlackRock
Industry Investment Management
Experience
BlackRock December 2009 - Present
Barclays Global Investors April 2008 - December 2009
Workforce Logic @ BGI July 2006 - March 2008
Charles Schwab 1998 - 2006
Skills
Business Requirements, Business Analysis, Data Analysis, Visio, Requirements Gathering, Analysis, Business Intelligence, Requirements Analysis, Process Improvement, SDLC, Data Warehousing, Agile Methodologies, Data Modeling, Financial Services, Program Management, Business Process
Education
Colorado State University
BS, Mathematics
BlackRock December 2009 - Present
Barclays Global Investors April 2008 - December 2009
Workforce Logic @ BGI July 2006 - March 2008
Charles Schwab 1998 - 2006
Skills
Business Requirements, Business Analysis, Data Analysis, Visio, Requirements Gathering, Analysis, Business Intelligence, Requirements Analysis, Process Improvement, SDLC, Data Warehousing, Agile Methodologies, Data Modeling, Financial Services, Program Management, Business Process
Education
Colorado State University
BS, Mathematics
Rahul Patange PMP's Charles Schwab Experience April 2015 - Present
Job Sr Manager, Project Management (Business) at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2015 - Present
netPolarity, Inc. June 2014 - April 2015
TEKsystems June 2012 - June 2014
Dibon Solutions December 2007 - June 2012
Tata Consultancy Services June 1997 - November 2007
Skills
Project Management, Business Intelligence, Databases, Business Process, PMP, Software Project..., Resource Management, Global Delivery, Requirements Analysis, Vendor Management, Program Management, Business Analysis, Pre-sales, ERP, Integration, SDLC, Leadership, Testing, Management, Enterprise Software, Software Development, Data Warehousing, Analysis, Risk Management, PMO, Requirements Gathering, Project Portfolio..., IT Strategy, Solution Architecture, Agile Project Management, Project Delivery, Enterprise Architecture, Project Governance, Agile Methodologies
Education
Symbiosis International University 1995 — 1997
MBA, Marketing
College of Engineering Pune 1990 — 1994
BE, Mechanical
Charles Schwab April 2015 - Present
netPolarity, Inc. June 2014 - April 2015
TEKsystems June 2012 - June 2014
Dibon Solutions December 2007 - June 2012
Tata Consultancy Services June 1997 - November 2007
Skills
Project Management, Business Intelligence, Databases, Business Process, PMP, Software Project..., Resource Management, Global Delivery, Requirements Analysis, Vendor Management, Program Management, Business Analysis, Pre-sales, ERP, Integration, SDLC, Leadership, Testing, Management, Enterprise Software, Software Development, Data Warehousing, Analysis, Risk Management, PMO, Requirements Gathering, Project Portfolio..., IT Strategy, Solution Architecture, Agile Project Management, Project Delivery, Enterprise Architecture, Project Governance, Agile Methodologies
Education
Symbiosis International University 1995 — 1997
MBA, Marketing
College of Engineering Pune 1990 — 1994
BE, Mechanical
Heyden Pue's Charles Schwab Experience February 2013 - February 2015
Job Auto Loan Consultant at AC AUTOPAY LLC
Industry Financial Services
Experience
AC AUTOPAY LLC May 2015 - Present
Charles Schwab February 2013 - February 2015
TIAA-CREF March 2006 - October 2012
U.S. Bank May 2005 - March 2006
Charles Schwab April 2004 - May 2005
Janus Capital Group December 2003 - April 2004
Lithia Motors October 2002 - April 2003
Denver Job Guide February 2001 - August 2002
Rhythms NetConnections August 1998 - February 2001
Skills
Series 7, Series 65, Series 63, Series 6, Adaptability, Team-oriented, Social Media, Problem Solving, Customer Retention, Customer Acquisition, Sales Presentations, Public Speaking, Retail Banking, Team Building, Building Relationships, Member of Toastmasters, Sales Process, Retirement Planning
Education
Colorado State University 1990 — 1996
Bachelor of Arts, Public Relations, Advertising, and Applied Communication
Metropolitan State College of Denver
AC AUTOPAY LLC May 2015 - Present
Charles Schwab February 2013 - February 2015
TIAA-CREF March 2006 - October 2012
U.S. Bank May 2005 - March 2006
Charles Schwab April 2004 - May 2005
Janus Capital Group December 2003 - April 2004
Lithia Motors October 2002 - April 2003
Denver Job Guide February 2001 - August 2002
Rhythms NetConnections August 1998 - February 2001
Skills
Series 7, Series 65, Series 63, Series 6, Adaptability, Team-oriented, Social Media, Problem Solving, Customer Retention, Customer Acquisition, Sales Presentations, Public Speaking, Retail Banking, Team Building, Building Relationships, Member of Toastmasters, Sales Process, Retirement Planning
Education
Colorado State University 1990 — 1996
Bachelor of Arts, Public Relations, Advertising, and Applied Communication
Metropolitan State College of Denver
Peg Quinn, CFP®'s Charles Schwab Experience January 1996 - June 2011
Job Financial Advisor at Paradigm Wealth Management, LLC
Industry Investment Management
Experience
Paradigm Wealth Management, LLC February 2013 - Present
Whitnell & Company February 2012 - August 2012
Charles Schwab January 1996 - June 2011
Kidder Peabody 1981 - 1996
Skills
Wealth Management, Strategic Financial..., High Net Worth..., Asset Allocation, Retirement Planning, Estate Planning, Portfolio Management, Banking, ETFs, Mutual Funds
Education
College for Financial Planning 1998 — 2000
CFP Professional Education Program
Quinlan School of Business, Loyola University Chicago 1987 — 1990
MBA, Finance
Illinois State University
Bachelor of Science, Finance
Thornridge High School
Paradigm Wealth Management, LLC February 2013 - Present
Whitnell & Company February 2012 - August 2012
Charles Schwab January 1996 - June 2011
Kidder Peabody 1981 - 1996
Skills
Wealth Management, Strategic Financial..., High Net Worth..., Asset Allocation, Retirement Planning, Estate Planning, Portfolio Management, Banking, ETFs, Mutual Funds
Education
College for Financial Planning 1998 — 2000
CFP Professional Education Program
Quinlan School of Business, Loyola University Chicago 1987 — 1990
MBA, Finance
Illinois State University
Bachelor of Science, Finance
Thornridge High School
Rock Kendzior's Charles Schwab Experience November 1996 - October 2006
Job taking time off to be with my kids :)
Industry Information Technology and Services
Experience
Highwinds 2014 - November 2014
ValCourse June 2011 - November 2013
McGraw-Hill Higher Education January 2010 - July 2011
Pearson January 2006 - January 2010
Charles Schwab November 1996 - October 2006
Skills
Content Development, Publishing, E-learning, Sales Presentations, Instructional Design, Contract Negotiation, Consultancy, Entrepreneur, Exotic Derivatives, E-Learning, Entrepreneurship, Sales, Employee Training, Solution Selling, Project Management, Sales Operations, Project Planning, Marketing Communications, Sales Management, Management, Training, Strategic Partnerships, Salesforce.com, Content Management
Education
Northern Illinois University - College of Business 1993 — 1996
Bachelor of Applied Science (B.A.Sc.), Banking, Corporate, Finance, and Securities Law
College of Lake County 1992 — 1992
Business
Western Illinois University 1991 — 1992
Business and English
Highwinds 2014 - November 2014
ValCourse June 2011 - November 2013
McGraw-Hill Higher Education January 2010 - July 2011
Pearson January 2006 - January 2010
Charles Schwab November 1996 - October 2006
Skills
Content Development, Publishing, E-learning, Sales Presentations, Instructional Design, Contract Negotiation, Consultancy, Entrepreneur, Exotic Derivatives, E-Learning, Entrepreneurship, Sales, Employee Training, Solution Selling, Project Management, Sales Operations, Project Planning, Marketing Communications, Sales Management, Management, Training, Strategic Partnerships, Salesforce.com, Content Management
Education
Northern Illinois University - College of Business 1993 — 1996
Bachelor of Applied Science (B.A.Sc.), Banking, Corporate, Finance, and Securities Law
College of Lake County 1992 — 1992
Business
Western Illinois University 1991 — 1992
Business and English
William Cassidy's Charles Schwab Experience July 1989 - Present
Job Manager/Project Manager at Charles Schwab
Industry Computer Software
Experience
Charles Schwab July 1989 - Present
Cassidy Family 2006 - 2006
Charles Schwab July 1989 - September 1994
KTZO Channel 20 1985 - 1989
Alliance Software Corporation 1985 - 1989
Skills
Strategic Planning, Infrastructure, Agile Methodologies, SDLC, Team Building, Project Management, Product Development, Mobile Applications, Leadership, Software Project..., Business Analysis, Management, Vendor Management, Budgets, PMO, Websphere, Software Development, Change Management, Process Improvement, Program Management, Project Planning, Requirements Analysis
Education
San Francisco State University 1976 — 1979
College of San Mateo 1974 — 1976
General
Charles Schwab July 1989 - Present
Cassidy Family 2006 - 2006
Charles Schwab July 1989 - September 1994
KTZO Channel 20 1985 - 1989
Alliance Software Corporation 1985 - 1989
Skills
Strategic Planning, Infrastructure, Agile Methodologies, SDLC, Team Building, Project Management, Product Development, Mobile Applications, Leadership, Software Project..., Business Analysis, Management, Vendor Management, Budgets, PMO, Websphere, Software Development, Change Management, Process Improvement, Program Management, Project Planning, Requirements Analysis
Education
San Francisco State University 1976 — 1979
College of San Mateo 1974 — 1976
General
Matt Cartin's Charles Schwab Experience June 2009 - Present
Job Matt Cartin
Industry Investment Management
Experience
Charles Schwab June 2009 - Present
Kayne Anderson Rudnick February 2002 - September 2008
Education
College of the Holy Cross 1991 — 1997
Charles Schwab June 2009 - Present
Kayne Anderson Rudnick February 2002 - September 2008
Education
College of the Holy Cross 1991 — 1997
Jon Graff's Charles Schwab Experience January 2014 - Present
Job Managing Director Retirement Plan Services Marketing at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2014 - Present
Fidelity Investments November 2007 - January 2014
Fidelity Investments October 1999 - November 2007
Fidelity Investments July 1996 - October 1999
Fidelity Investments December 1994 - July 1996
Skills
401k, Retirement Planning, Strategy, Relationship Management, Management
Education
The University of Connecticut School of Business 1988 — 1992
MBA, Business Administration
College of the Holy Cross 1982 — 1986
BA, Economics
Charles Schwab January 2014 - Present
Fidelity Investments November 2007 - January 2014
Fidelity Investments October 1999 - November 2007
Fidelity Investments July 1996 - October 1999
Fidelity Investments December 1994 - July 1996
Skills
401k, Retirement Planning, Strategy, Relationship Management, Management
Education
The University of Connecticut School of Business 1988 — 1992
MBA, Business Administration
College of the Holy Cross 1982 — 1986
BA, Economics
Jeff Bogard's Charles Schwab Experience February 1999 - August 2015
Job Managing Director, IT
Industry Financial Services
Experience
Charles Schwab February 1999 - August 2015
Skills
Series 7, SDLC, Vendor Management, Equities, Business Analysis, Data Warehousing, Financial Services, IT Strategy
Education
University of Utah 1993 — 1997
Colorado College 1992 — 1993
Charles Schwab February 1999 - August 2015
Skills
Series 7, SDLC, Vendor Management, Equities, Business Analysis, Data Warehousing, Financial Services, IT Strategy
Education
University of Utah 1993 — 1997
Colorado College 1992 — 1993
Noah Jenkins's Charles Schwab Experience March 2011 - May 2014
Job Account Manager Software Vertical at NetSuite
Industry Computer Software
Experience
NetSuite January 2015 - Present
TIAA-CREF May 2014 - January 2015
Charles Schwab March 2011 - May 2014
OppenheimerFunds October 2007 - March 2009
Titan Financial Group June 2006 - October 2007
Skills
Enterprise Software, Sales, CRM, Finance, Investment Strategies, Financial Advisory, Marketing, Portfolio Management, Management, Financial Analysis, Retirement Planning, Cloud Computing, SaaS, NetSuite, Negotiation, Business Development, Relationship Management
Education
Colorado Christian University 2000 — 2004
Bachelor's degree, Business, Management, Marketing, and Related Support Services
University of Illinois at Chicago 1998 — 2000
Business, Management, Marketing, and Related Support Services
NetSuite January 2015 - Present
TIAA-CREF May 2014 - January 2015
Charles Schwab March 2011 - May 2014
OppenheimerFunds October 2007 - March 2009
Titan Financial Group June 2006 - October 2007
Skills
Enterprise Software, Sales, CRM, Finance, Investment Strategies, Financial Advisory, Marketing, Portfolio Management, Management, Financial Analysis, Retirement Planning, Cloud Computing, SaaS, NetSuite, Negotiation, Business Development, Relationship Management
Education
Colorado Christian University 2000 — 2004
Bachelor's degree, Business, Management, Marketing, and Related Support Services
University of Illinois at Chicago 1998 — 2000
Business, Management, Marketing, and Related Support Services
Cole Weinman's Charles Schwab Experience November 2009 - February 2011
Job
Industry Telecommunications
Experience
DIRECTV August 2013 - Present
Dish Network April 2013 - August 2013
Financial Services November 2010 - March 2013
Charles Schwab November 2009 - February 2011
KUIK AM August 2008 - May 2009
Campus Televion (CTV) January 2008 - May 2008
Colorado State Media Relations August 2007 - May 2008
KCSU FM August 2006 - May 2008
The Fort Collins Coloradoan The Fort Collins Coloradoan & The Greeley Tribune January 2006 - May 2008
The Rocky Mountain Collegian September 2005 - May 2008
Skills
Leadership, Training, Management, Public Speaking, Analysis, Social Media, Project Management, Customer Service, Quality Assurance, Analytics, Finance, Blogging, Business Development, Public Relations, Social Networking, Coaching, Series 63, Operations Management, Corporate Communications, Job Coaching, Series 7, Research, Access, Time Management, Teamwork, SharePoint Designer, Market Analysis, Media Relations, CRM, Data Analysis, Microsoft Office, Microsoft Excel, SAS programming, SQL, Business Intelligence, Pivot Tables, Tableau, Siebel, Business Analysis, Executive Presentations, SAS Enterprise Guide, Data Validation, Data Integrity, UAT coordination, QlikView, QlikView Development, UAT, Databases, IEX, Forecasting
Education
Colorado State University 2004 — 2008
Communication Studies, Communication Theory, Media Studies
Highlands Ranch High School 2000 — 2004
DIRECTV August 2013 - Present
Dish Network April 2013 - August 2013
Financial Services November 2010 - March 2013
Charles Schwab November 2009 - February 2011
KUIK AM August 2008 - May 2009
Campus Televion (CTV) January 2008 - May 2008
Colorado State Media Relations August 2007 - May 2008
KCSU FM August 2006 - May 2008
The Fort Collins Coloradoan The Fort Collins Coloradoan & The Greeley Tribune January 2006 - May 2008
The Rocky Mountain Collegian September 2005 - May 2008
Skills
Leadership, Training, Management, Public Speaking, Analysis, Social Media, Project Management, Customer Service, Quality Assurance, Analytics, Finance, Blogging, Business Development, Public Relations, Social Networking, Coaching, Series 63, Operations Management, Corporate Communications, Job Coaching, Series 7, Research, Access, Time Management, Teamwork, SharePoint Designer, Market Analysis, Media Relations, CRM, Data Analysis, Microsoft Office, Microsoft Excel, SAS programming, SQL, Business Intelligence, Pivot Tables, Tableau, Siebel, Business Analysis, Executive Presentations, SAS Enterprise Guide, Data Validation, Data Integrity, UAT coordination, QlikView, QlikView Development, UAT, Databases, IEX, Forecasting
Education
Colorado State University 2004 — 2008
Communication Studies, Communication Theory, Media Studies
Highlands Ranch High School 2000 — 2004
Bernie Schlotman's Charles Schwab Experience June 2005 - January 2006
Job Sales and Service Rep
Industry Financial Services
Experience
Wells Fargo December 2014 - Present
Charles Schwab June 2005 - January 2006
Addeco contract assignment at Charles Schwab December 2004 - June 2005
Charles Schwab December 1997 - January 2002
D.A. Davidson & Co. July 1997 - December 1997
Charles Schwab January 1996 - July 1997
Ramsden Securities June 1995 - January 1996
Pacific Stock Exchange January 1994 - June 1995
Skills
Trading, Investments, Portfolio Management, Hedge Funds, Options, Equities, Fixed Income, Investment Management, Wealth Management, Financial Services
Education
University of California, Berkeley 2012 — 2014
Bachelor's Degree, Economics
College of Marin 2007 — 2012
Economics
Wells Fargo December 2014 - Present
Charles Schwab June 2005 - January 2006
Addeco contract assignment at Charles Schwab December 2004 - June 2005
Charles Schwab December 1997 - January 2002
D.A. Davidson & Co. July 1997 - December 1997
Charles Schwab January 1996 - July 1997
Ramsden Securities June 1995 - January 1996
Pacific Stock Exchange January 1994 - June 1995
Skills
Trading, Investments, Portfolio Management, Hedge Funds, Options, Equities, Fixed Income, Investment Management, Wealth Management, Financial Services
Education
University of California, Berkeley 2012 — 2014
Bachelor's Degree, Economics
College of Marin 2007 — 2012
Economics
Susan Strelow, MS, CFP®'s Charles Schwab Experience February 2013 - Present
Job Managing Director, Schwab Private Client at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2013 - Present
Charles Schwab October 1996 - January 2013
Merrill Lynch July 1994 - October 1996
Skills
Asset Allocation, Finance, Financial Advisory, Financial Services, Investments, Life Insurance, Management, Mutual Funds, Portfolio Management, Retirement Planning, Series 63, Series 7, Strategic Financial..., Wealth Management, Securities, Consulting, Investment Advisory, Retirement
Education
University of Wisconsin-Whitewater 1988 — 1992
Bachelor of Business Administration, Finance
College for Financial Planning
Master of Science, Financial Planning
Charles Schwab February 2013 - Present
Charles Schwab October 1996 - January 2013
Merrill Lynch July 1994 - October 1996
Skills
Asset Allocation, Finance, Financial Advisory, Financial Services, Investments, Life Insurance, Management, Mutual Funds, Portfolio Management, Retirement Planning, Series 63, Series 7, Strategic Financial..., Wealth Management, Securities, Consulting, Investment Advisory, Retirement
Education
University of Wisconsin-Whitewater 1988 — 1992
Bachelor of Business Administration, Finance
College for Financial Planning
Master of Science, Financial Planning
Nick Ollinger's Charles Schwab Experience June 1987 - Present
Job Education Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 1987 - Present
Ranger Transport August 1982 - August 1987
Education
College for Financial Planning 1997 — 2000
Certified Financial Planner
Charles Schwab June 1987 - Present
Ranger Transport August 1982 - August 1987
Education
College for Financial Planning 1997 — 2000
Certified Financial Planner
Janice Barnes, MBA's Charles Schwab Experience August 2014 - Present
Job Sr Manager Product Development/Marketing at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2014 - Present
Experis/Western Union January 2014 - May 2014
Computershare January 2008 - August 2008
Great-West Retirement Services September 1999 - May 2005
Wells Fargo 1994 - 1999
Skills
Leadership, Training, Mentoring, Relation Management, Presenter, Client-focused, Strategist, Organizational Vision
Education
Colorado State University
MBA
Iowa State University
BS, Business Administration
Charles Schwab August 2014 - Present
Experis/Western Union January 2014 - May 2014
Computershare January 2008 - August 2008
Great-West Retirement Services September 1999 - May 2005
Wells Fargo 1994 - 1999
Skills
Leadership, Training, Mentoring, Relation Management, Presenter, Client-focused, Strategist, Organizational Vision
Education
Colorado State University
MBA
Iowa State University
BS, Business Administration
Ron Abramson's Charles Schwab Experience July 1997 - Present
Job Associate Portfolio Consultant
Industry Financial Services
Experience
Charles Schwab July 1997 - Present
Charles Schwab August 2008 - December 2010
Charles Schwab 1997 - 2009
Olde Discount Corporation October 1996 - July 1997
Skills
Series 7, Series 63, Series 24, Mutual Funds, ETFs, Securities, Wealth Management, Options, Equities, Investments, Equity Trading, Trading, Strategic Financial..., Portfolio Management, Brokerage, Stocks, Derivatives, Technical Analysis, FINRA, Financial Advisory, Fixed Income, Investment Advisory, Financial Planning
Education
College for Financial Planning 2011 — 2012
Completed 11/09/2012, Financial Planning and Services
University of North Florida 1990 — 1994
Bachelor's degree, Psychology
Charles Schwab July 1997 - Present
Charles Schwab August 2008 - December 2010
Charles Schwab 1997 - 2009
Olde Discount Corporation October 1996 - July 1997
Skills
Series 7, Series 63, Series 24, Mutual Funds, ETFs, Securities, Wealth Management, Options, Equities, Investments, Equity Trading, Trading, Strategic Financial..., Portfolio Management, Brokerage, Stocks, Derivatives, Technical Analysis, FINRA, Financial Advisory, Fixed Income, Investment Advisory, Financial Planning
Education
College for Financial Planning 2011 — 2012
Completed 11/09/2012, Financial Planning and Services
University of North Florida 1990 — 1994
Bachelor's degree, Psychology
Austin Wagner, CFP®, ChFC, CLU, CASL's Charles Schwab Experience 2006 - 2007
Job Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual 2007 - Present
Charles Schwab 2006 - 2007
Colorado School of Mines August 2002 - May 2006
Skills
Leadership, Non-profits, Microsoft Excel, Sales, Nonprofits, Public Speaking, Customer Service, Small Business
Education
American College 2009 — 2011
CFP,CHFC,CLU, Financial Planning
Colorado School of Mines 2002 — 2006
Bachelor of Science, Economics and business
Cheyenne Mountain high school 1998 — 2002
Northwestern Mutual 2007 - Present
Charles Schwab 2006 - 2007
Colorado School of Mines August 2002 - May 2006
Skills
Leadership, Non-profits, Microsoft Excel, Sales, Nonprofits, Public Speaking, Customer Service, Small Business
Education
American College 2009 — 2011
CFP,CHFC,CLU, Financial Planning
Colorado School of Mines 2002 — 2006
Bachelor of Science, Economics and business
Cheyenne Mountain high school 1998 — 2002
Liya Oommen's Charles Schwab Experience March 2011 - August 2013
Job Lead Engineer at Pershing LLC
Industry Information Technology and Services
Experience
Pershing, a BNY Mellon company November 2014 - Present
Wipro Technologies September 2006 - Present
Charles Schwab March 2011 - August 2013
Skills
Mainframe Development, DB2, JCL, COBOLII, CICS, SQL, Microfocus, Application..., SOA, Requirements Analysis, Agile Methodologies, SDLC, Testing, C++, Business Analysis, C, Serena Changeman, Requirements Gathering, Web Services, Software Project..., Microsoft SQL Server, JavaScript, Oracle
Education
College of Engineering, Trivandrum 2002 — 2006
Btech, Industrial Engineering, Graduated First Class
St.Josephs Central School 1988 — 2002
Higher Secondary Education, Mathematics and Computer Science, A+
Pershing, a BNY Mellon company November 2014 - Present
Wipro Technologies September 2006 - Present
Charles Schwab March 2011 - August 2013
Skills
Mainframe Development, DB2, JCL, COBOLII, CICS, SQL, Microfocus, Application..., SOA, Requirements Analysis, Agile Methodologies, SDLC, Testing, C++, Business Analysis, C, Serena Changeman, Requirements Gathering, Web Services, Software Project..., Microsoft SQL Server, JavaScript, Oracle
Education
College of Engineering, Trivandrum 2002 — 2006
Btech, Industrial Engineering, Graduated First Class
St.Josephs Central School 1988 — 2002
Higher Secondary Education, Mathematics and Computer Science, A+
Marko Wilson's Charles Schwab Experience April 2011 - June 2013
Job Premium Broker at Fidelity Investments
Industry Renewables & Environment
Experience
Fidelity Investments June 2013 - Present
Charles Schwab April 2011 - June 2013
Wells Fargo Advisors, LLC October 2008 - April 2011
Navarro Research & Engineering March 2010 - December 2010
US Bank December 2009 - March 2010
Starbucks Coffee Company March 2007 - March 2008
Colorado Christian University August 2005 - May 2007
Education
University of Denver - Daniels College of Business 2008 — 2009
MBA, Finance
Colorado Christian University 2003 — 2007
Fidelity Investments June 2013 - Present
Charles Schwab April 2011 - June 2013
Wells Fargo Advisors, LLC October 2008 - April 2011
Navarro Research & Engineering March 2010 - December 2010
US Bank December 2009 - March 2010
Starbucks Coffee Company March 2007 - March 2008
Colorado Christian University August 2005 - May 2007
Education
University of Denver - Daniels College of Business 2008 — 2009
MBA, Finance
Colorado Christian University 2003 — 2007
Michael McCort's Charles Schwab Experience December 1997 - April 2009
Job Vice President Wealth Manager at Girard Partners
Industry Investment Management
Experience
Girard Partners, Ltd April 2009 - Present
Charles Schwab December 1997 - April 2009
Skills
Investments, Portfolio Management, Wealth Management, Investment Management, Investment Strategies, Finance, Estate Planning, Asset Allocation, Asset Management, Mutual Funds, Series 7
Education
College for Financial Planning
AAMS, Financial Planning and Services
Girard Partners, Ltd April 2009 - Present
Charles Schwab December 1997 - April 2009
Skills
Investments, Portfolio Management, Wealth Management, Investment Management, Investment Strategies, Finance, Estate Planning, Asset Allocation, Asset Management, Mutual Funds, Series 7
Education
College for Financial Planning
AAMS, Financial Planning and Services
Larry Ngai's Charles Schwab Experience September 1994 - January 2005
Job Vice President, Financial Advisor at Citi Personal Wealth Management
Industry Financial Services
Experience
Citi Personal Wealth Management August 2013 - Present
HSBC Securities January 2010 - August 2013
TIAA-CREF August 2006 - July 2007
Charles Schwab September 1994 - January 2005
Education
College for Financial Planning 2002 — 2006
MS, Financial Planning
San Francisco State University, College of Business 1987 — 1991
BS, Business Administration
Citi Personal Wealth Management August 2013 - Present
HSBC Securities January 2010 - August 2013
TIAA-CREF August 2006 - July 2007
Charles Schwab September 1994 - January 2005
Education
College for Financial Planning 2002 — 2006
MS, Financial Planning
San Francisco State University, College of Business 1987 — 1991
BS, Business Administration
Thomas Masterson's Charles Schwab Experience March 1993 - January 1997
Job Director Prime Brokerage Sales at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities August 2012 - Present
Merlin Securities April 2011 - August 2012
UBS Investment Bank February 2006 - April 2011
Banc of America Securities April 2002 - February 2006
Fidelity Investments February 1997 - March 2002
Charles Schwab March 1993 - January 1997
Education
Collin County Community College
Tulsa Community College
Wells Fargo Securities August 2012 - Present
Merlin Securities April 2011 - August 2012
UBS Investment Bank February 2006 - April 2011
Banc of America Securities April 2002 - February 2006
Fidelity Investments February 1997 - March 2002
Charles Schwab March 1993 - January 1997
Education
Collin County Community College
Tulsa Community College
Christopher Dahlman's Charles Schwab Experience June 2009 - Present
Job Software Application Engineer Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab June 2009 - Present
Colorado Christian University August 2006 - May 2009
American Eagle Outfitters June 2007 - April 2009
Skills
C#, .NET, SQL, Microsoft SQL Server, Stored Procedures, Database Design, MVC, HTML, Object Oriented Software, Agile Methodologies, Production Support, ESP Mainframe Job...
Education
Colorado Christian University 2005 — 2009
BS, Computer Information Systems
Charles Schwab June 2009 - Present
Colorado Christian University August 2006 - May 2009
American Eagle Outfitters June 2007 - April 2009
Skills
C#, .NET, SQL, Microsoft SQL Server, Stored Procedures, Database Design, MVC, HTML, Object Oriented Software, Agile Methodologies, Production Support, ESP Mainframe Job...
Education
Colorado Christian University 2005 — 2009
BS, Computer Information Systems
Rudy Pitte's Charles Schwab Experience November 2004 - January 2005
Job
Industry
Experience
Charles Schwab November 2004 - January 2005
Education
College of DuPage 1968 — 1972
A.A., Business Admin/I.T.
Charles Schwab November 2004 - January 2005
Education
College of DuPage 1968 — 1972
A.A., Business Admin/I.T.
Scott Emerson, CAMS's Charles Schwab Experience 2010 - 2014
Job BSA/AML Investigator at First Republic Bank
Industry Financial Services
Experience
First Republic Bank April 2014 - Present
Charles Schwab 2010 - 2014
Charles Schwab 1997 - 2000
Charles Schwab 1997 - 2000
Skills
Risk Management, Financial Services, Series 7, Securities, Portfolio Management, Series 63, Banking, AML, Bank Secrecy Act, KYC, Due Diligence, Retail Banking, Operational Risk, Financial Analysis, Financial Risk
Education
College of San Mateo
Business Administration
San Francisco State University
Business Management
First Republic Bank April 2014 - Present
Charles Schwab 2010 - 2014
Charles Schwab 1997 - 2000
Charles Schwab 1997 - 2000
Skills
Risk Management, Financial Services, Series 7, Securities, Portfolio Management, Series 63, Banking, AML, Bank Secrecy Act, KYC, Due Diligence, Retail Banking, Operational Risk, Financial Analysis, Financial Risk
Education
College of San Mateo
Business Administration
San Francisco State University
Business Management
Michael Hall, CFP®'s Charles Schwab Experience January 2015 - Present
Job Portfolio Consultant for Schwab Private Client at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2015 - Present
Warren Averett Asset Management April 2011 - January 2015
Epilepsy Foundation of Florida 2011 - January 2014
Charles Schwab July 2006 - March 2011
Ameriprise Financial June 2004 - June 2006
Morgan Stanley Smith Barney April 2002 - August 2003
Education
College for Financial Planning 2009 — 2012
CFP, Financial Planning, Pass
University of Alabama 1996 — 2001
Bachelor of Music, Vocal Performance
Charles Schwab January 2015 - Present
Warren Averett Asset Management April 2011 - January 2015
Epilepsy Foundation of Florida 2011 - January 2014
Charles Schwab July 2006 - March 2011
Ameriprise Financial June 2004 - June 2006
Morgan Stanley Smith Barney April 2002 - August 2003
Education
College for Financial Planning 2009 — 2012
CFP, Financial Planning, Pass
University of Alabama 1996 — 2001
Bachelor of Music, Vocal Performance
Amy Steinmetz (Dein)'s Charles Schwab Experience 1999 - January 2003
Job Human Resources Professional
Industry Financial Services
Experience
Thermo Fisher Scientific March 2014 - Present
Oracle January 2014 - March 2014
Visa January 2003 - October 2012
Charles Schwab 1999 - January 2003
FCE Inc, 1995 - 1998
Skills
Talent Management, Talent Acquisition, Employee Engagement, Training, Relationship Management, Strategic Planning, Leadership, Workforce Planning, Benefits Administration, Organizational..., Coaching, Call Center, Leadership Development, Team Building, Process Improvement, Change Management, Performance Management, Vendor Management, Employee Relations
Education
College of San Mateo
Thermo Fisher Scientific March 2014 - Present
Oracle January 2014 - March 2014
Visa January 2003 - October 2012
Charles Schwab 1999 - January 2003
FCE Inc, 1995 - 1998
Skills
Talent Management, Talent Acquisition, Employee Engagement, Training, Relationship Management, Strategic Planning, Leadership, Workforce Planning, Benefits Administration, Organizational..., Coaching, Call Center, Leadership Development, Team Building, Process Improvement, Change Management, Performance Management, Vendor Management, Employee Relations
Education
College of San Mateo
Brig Coupe's Charles Schwab Experience November 1999 - February 2001
Job Secondary Marketing Manager at Mortgage Solutions Financial
Industry Financial Services
Experience
Mortgage Solutions Financial November 2013 - Present
American Financing April 2013 - October 2013
Mortgage Solutions Financial September 2010 - March 2013
Assurity Financial Services March 2008 - March 2010
Assurity Financial Services February 2007 - March 2008
Vesta Financial Services, Inc. October 2005 - December 2006
Mortgage Investors Corporation March 2005 - July 2005
Watermark Financial Partners, Inc. February 2001 - March 2005
Charles Schwab November 1999 - February 2001
Watermark Financial Partners, Inc. January 1998 - August 1999
Skills
Mortgage Banking, Mortgage Lending, Loans, Credit, FHA, Loan Origination, Residential Mortgages, Refinance, Underwriting, Banking, Credit Analysis, Financial Analysis, Real Estate, Sales Management, Capital Markets, Mortgage Underwriting, Secondary Market, Executive Management, VA loans, Risk Management, USDA, Reverse Mortgages, Loss Mitigation, Loan Servicing, Mortgage Servicing, Real Estate Economics, Financial Structuring, FHA financing, Management, Finance, Government Loans, Wholesale Lending, Funding, Construction Loans, VA Loans
Education
Colorado State University 1993 — 1997
Bachelor of Science, Business Administration - Finance
Mortgage Solutions Financial November 2013 - Present
American Financing April 2013 - October 2013
Mortgage Solutions Financial September 2010 - March 2013
Assurity Financial Services March 2008 - March 2010
Assurity Financial Services February 2007 - March 2008
Vesta Financial Services, Inc. October 2005 - December 2006
Mortgage Investors Corporation March 2005 - July 2005
Watermark Financial Partners, Inc. February 2001 - March 2005
Charles Schwab November 1999 - February 2001
Watermark Financial Partners, Inc. January 1998 - August 1999
Skills
Mortgage Banking, Mortgage Lending, Loans, Credit, FHA, Loan Origination, Residential Mortgages, Refinance, Underwriting, Banking, Credit Analysis, Financial Analysis, Real Estate, Sales Management, Capital Markets, Mortgage Underwriting, Secondary Market, Executive Management, VA loans, Risk Management, USDA, Reverse Mortgages, Loss Mitigation, Loan Servicing, Mortgage Servicing, Real Estate Economics, Financial Structuring, FHA financing, Management, Finance, Government Loans, Wholesale Lending, Funding, Construction Loans, VA Loans
Education
Colorado State University 1993 — 1997
Bachelor of Science, Business Administration - Finance
Marisol ONeil's Charles Schwab Experience June 2014 - Present
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2014 - Present
Charles Schwab October 2010 - June 2014
JPMorgan Chase September 2009 - March 2011
Education
College for Financial Planning 2012 — 2014
AAMS, Finance and Financial Management Services
University of Phoenix
Financial Planning and Services
Charles Schwab June 2014 - Present
Charles Schwab October 2010 - June 2014
JPMorgan Chase September 2009 - March 2011
Education
College for Financial Planning 2012 — 2014
AAMS, Finance and Financial Management Services
University of Phoenix
Financial Planning and Services
Dan Alvear's Charles Schwab Experience 1999 - 2000
Job Finance/Accounting and Systems Professional
Industry Accounting
Experience
Fluidigm Corporation 2014 - 2014
Quest Diagnostics April 2011 - October 2013
AB SCIEX October 2010 - March 2011
Life Technologies (formerly Applied Biosystems, Inc.) 2003 - 2009
Applera Corporation 2001 - 2003
Charles Schwab 1999 - 2000
COR Therapeutics 1998 - 1999
Applied Biosystems, Inc. 1988 - 1998
Skills
Essbase, Hyperion Enterprise, Financial Reporting, Strategic Financial..., Accounting, Sarbanes-Oxley Act, General Ledger, Consolidation, Variance Analysis, SAP, Financial Analysis, GAAP, Cost Accounting, Revenue Recognition, Microsoft SQL Server, SQL Server Management..., Telcor Medical Billing..., Business Intelligence, Data Analysis, Database Design, Database Administration, Business Analysis, Process Improvement, Business Process..., Data Mining, Reporting & Analysis, Hyperion, Financial Planning
Education
College of San Mateo 2007 — 2010
Associate's Degree, Business Administration and Management, General, A
Fluidigm Corporation 2014 - 2014
Quest Diagnostics April 2011 - October 2013
AB SCIEX October 2010 - March 2011
Life Technologies (formerly Applied Biosystems, Inc.) 2003 - 2009
Applera Corporation 2001 - 2003
Charles Schwab 1999 - 2000
COR Therapeutics 1998 - 1999
Applied Biosystems, Inc. 1988 - 1998
Skills
Essbase, Hyperion Enterprise, Financial Reporting, Strategic Financial..., Accounting, Sarbanes-Oxley Act, General Ledger, Consolidation, Variance Analysis, SAP, Financial Analysis, GAAP, Cost Accounting, Revenue Recognition, Microsoft SQL Server, SQL Server Management..., Telcor Medical Billing..., Business Intelligence, Data Analysis, Database Design, Database Administration, Business Analysis, Process Improvement, Business Process..., Data Mining, Reporting & Analysis, Hyperion, Financial Planning
Education
College of San Mateo 2007 — 2010
Associate's Degree, Business Administration and Management, General, A
Bhagyashree Suratran's Charles Schwab Experience November 2001 - January 2004
Job VP at Citigroup
Industry Financial Services
Experience
Citigroup June 2006 - Present
Bear Stearns October 2005 - May 2006
UBS Investment Bank February 2004 - May 2005
Charles Schwab November 2001 - January 2004
Avebury Logic July 2000 - October 2001
SunGard January 2000 - May 2000
Skills
Sybase, Trading Systems, Electronic Trading, Low Latency, Equities, JMS, SDLC, Spring, Investment Banking, TIBCO, Unix, Middle Office, Java, Multithreading
Education
New Jersey Institute of Technology 1999 — 2000
M.S., Computer Science
College of Engineering Pune 1993 — 1996
BE, Mech Engg
Citigroup June 2006 - Present
Bear Stearns October 2005 - May 2006
UBS Investment Bank February 2004 - May 2005
Charles Schwab November 2001 - January 2004
Avebury Logic July 2000 - October 2001
SunGard January 2000 - May 2000
Skills
Sybase, Trading Systems, Electronic Trading, Low Latency, Equities, JMS, SDLC, Spring, Investment Banking, TIBCO, Unix, Middle Office, Java, Multithreading
Education
New Jersey Institute of Technology 1999 — 2000
M.S., Computer Science
College of Engineering Pune 1993 — 1996
BE, Mech Engg
Michele Wolfe, AAMS®'s Charles Schwab Experience January 2010 - April 2011
Job Registered Associate at Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Wealth Management March 2014 - Present
Charles Schwab Branch Network April 2011 - March 2014
Charles Schwab January 2010 - April 2011
Charles Schwab January 2008 - January 2010
The Lending group June 2006 - January 2008
JPMorgan Chase January 1999 - July 2007
Education
College for Financial Planning
AAMS, Accredited Asset Managment Specialist
Morgan Stanley Wealth Management March 2014 - Present
Charles Schwab Branch Network April 2011 - March 2014
Charles Schwab January 2010 - April 2011
Charles Schwab January 2008 - January 2010
The Lending group June 2006 - January 2008
JPMorgan Chase January 1999 - July 2007
Education
College for Financial Planning
AAMS, Accredited Asset Managment Specialist
Scott Raney's Charles Schwab Experience November 2004 - Present
Job Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2004 - Present
Skills
Financial Consultant, Series 7, Series 66
Education
Salem International University
Masters, English
Northern Arizona University 1991 — 1996
Bachelor of Science, Biology, Chemistry, Business
College for Financial Planning
Accredited Wealth Management Advisor, Financial Planning
Charles Schwab November 2004 - Present
Skills
Financial Consultant, Series 7, Series 66
Education
Salem International University
Masters, English
Northern Arizona University 1991 — 1996
Bachelor of Science, Biology, Chemistry, Business
College for Financial Planning
Accredited Wealth Management Advisor, Financial Planning
Stephen A. Sassi, CRPC®'s Charles Schwab Experience April 2013 - Present
Job Vice President, Financial Consultant at Charles Schwab & Co.
Industry Financial Services
Experience
Charles Schwab April 2013 - Present
Merrill Lynch November 2008 - April 2013
Morgan Stanley June 2006 - November 2008
UBS October 2004 - December 2005
Skills
Retirement Planning, Wealth Management, Investment Advisory, Asset Allocation, Investment Strategies, Strategic Financial..., Alternative Investments, Fixed Income
Education
College for Financial Planning
Chartered Retirement Planning Counselor
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts, Communications
Charles Schwab April 2013 - Present
Merrill Lynch November 2008 - April 2013
Morgan Stanley June 2006 - November 2008
UBS October 2004 - December 2005
Skills
Retirement Planning, Wealth Management, Investment Advisory, Asset Allocation, Investment Strategies, Strategic Financial..., Alternative Investments, Fixed Income
Education
College for Financial Planning
Chartered Retirement Planning Counselor
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts, Communications
Amy Steinmetz (Dein)'s Charles Schwab Experience March 1999 - January 2003
Job Experienced Human Resource Generalist
Industry Human Resources
Experience
Thermo Fisher Scientific March 2014 - May 2014
Oracle January 2014 - March 2014
Visa February 2003 - November 2012
Charles Schwab March 1999 - January 2003
Skills
Human Resources, Employee Relations, Talent Acquisition, Onboarding, Performance Management, Technical Recruiting, Temporary Placement, Applicant Tracking..., Leadership, Management, Talent Management, Employee Benefits, Internet Recruiting, Corporate Communications
Education
College of San Mateo
UC Berkeley Extension
coursework toward PHR, Human Resources Management and Services
Thermo Fisher Scientific March 2014 - May 2014
Oracle January 2014 - March 2014
Visa February 2003 - November 2012
Charles Schwab March 1999 - January 2003
Skills
Human Resources, Employee Relations, Talent Acquisition, Onboarding, Performance Management, Technical Recruiting, Temporary Placement, Applicant Tracking..., Leadership, Management, Talent Management, Employee Benefits, Internet Recruiting, Corporate Communications
Education
College of San Mateo
UC Berkeley Extension
coursework toward PHR, Human Resources Management and Services
William Wittmann's Charles Schwab Experience January 1997 - March 2007
Job Independent Financial Advisor
Industry Financial Services
Experience
Self-employed April 2014 - Present
Vanguard January 2008 - April 2014
Charles Schwab January 1997 - March 2007
Motorola Computer Group May 1992 - November 1996
Skills
Financial Services, Investment Advisory, Financial Planning, Financial Advisory, Wealth Management, Portfolio Management, Retirement Planning, Retirement
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.), Marketing and Operations Management, 3.6 Deans list
College for Financial Planning 2007 — 2007
Accredit Asset Management Specialist (AAMS), Asset Management Specialist, Portfolio Construction and Client Management, N/A
University of Nebraska-Lincoln 1965 — 1970
Bachelor's Degree, Mechanical Engineering
Self-employed April 2014 - Present
Vanguard January 2008 - April 2014
Charles Schwab January 1997 - March 2007
Motorola Computer Group May 1992 - November 1996
Skills
Financial Services, Investment Advisory, Financial Planning, Financial Advisory, Wealth Management, Portfolio Management, Retirement Planning, Retirement
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.), Marketing and Operations Management, 3.6 Deans list
College for Financial Planning 2007 — 2007
Accredit Asset Management Specialist (AAMS), Asset Management Specialist, Portfolio Construction and Client Management, N/A
University of Nebraska-Lincoln 1965 — 1970
Bachelor's Degree, Mechanical Engineering
Robert Sforza AAMS®, CMFC®'s Charles Schwab Experience April 2012 - July 2013
Job TD Ameritrade Investment Consultant
Industry Financial Services
Experience
TD Ameritrade June 2015 - Present
HSBC Retail Banking and Wealth Management July 2013 - May 2015
Charles Schwab April 2012 - July 2013
Charles Schwab September 2008 - April 2012
Wells Fargo July 2007 - September 2008
Wells Fargo July 2005 - May 2007
Wells Fargo May 2003 - July 2005
Skills
Investments, Mortgage Lending, Financial Services, Relationship Management, Series 7, Wealth Management, Retirement Planning, Mutual Funds, Securities, Asset Allocation, Portfolio Management, Finance, Financial Planning, Investment Strategies, Risk Management, Banking, Loans, Investment Advisory, Asset Management, Equities, Credit
Education
Hofstra University 1999 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
College for Financial Planning
Chartered Mutual Fund Counselor (CMFC), Investments and Securities
College for Financial Planning
Accredited Asset Management Specialist (AAMS), Investments and Securities
La Salle Military Academy
High School
TD Ameritrade June 2015 - Present
HSBC Retail Banking and Wealth Management July 2013 - May 2015
Charles Schwab April 2012 - July 2013
Charles Schwab September 2008 - April 2012
Wells Fargo July 2007 - September 2008
Wells Fargo July 2005 - May 2007
Wells Fargo May 2003 - July 2005
Skills
Investments, Mortgage Lending, Financial Services, Relationship Management, Series 7, Wealth Management, Retirement Planning, Mutual Funds, Securities, Asset Allocation, Portfolio Management, Finance, Financial Planning, Investment Strategies, Risk Management, Banking, Loans, Investment Advisory, Asset Management, Equities, Credit
Education
Hofstra University 1999 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
College for Financial Planning
Chartered Mutual Fund Counselor (CMFC), Investments and Securities
College for Financial Planning
Accredited Asset Management Specialist (AAMS), Investments and Securities
La Salle Military Academy
High School
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank