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
Rhea Givens Rhea Givens's Charles Schwab Experience August 2012 - January 2013
Job Shareholder Service Representative at American Funds
Industry Financial Services
Experience
American Funds October 2013 - Present
Liberty Mutual Insurance December 2012 - Present
Charles Schwab August 2012 - January 2013
State Farm Insurance June 2007 - August 2012
Skills
Property & Casualty..., Auto Claims, Property Damage, Casualty, AIC, Commercial Insurance, Homeowners, Liability, Umbrella Insurance, Legal Liability, General Insurance, Subrogation, Customer Service, Microsoft Office, Conflict Resolution, Communication Skills, Sales, Sales Management, Manage Client..., Customer Satisfaction, Problem Solving, Problem Analysis, Claims Handling
Education
Indiana University-Purdue University at Indianapolis 2012 — 2015
Still Studying, Finance and Financial Management Services
Indiana Wesleyan University 2009 — 2011
Associate of Science (A.S.), Business, Management, Marketing, and Related Support Services
American Funds October 2013 - Present
Liberty Mutual Insurance December 2012 - Present
Charles Schwab August 2012 - January 2013
State Farm Insurance June 2007 - August 2012
Skills
Property & Casualty..., Auto Claims, Property Damage, Casualty, AIC, Commercial Insurance, Homeowners, Liability, Umbrella Insurance, Legal Liability, General Insurance, Subrogation, Customer Service, Microsoft Office, Conflict Resolution, Communication Skills, Sales, Sales Management, Manage Client..., Customer Satisfaction, Problem Solving, Problem Analysis, Claims Handling
Education
Indiana University-Purdue University at Indianapolis 2012 — 2015
Still Studying, Finance and Financial Management Services
Indiana Wesleyan University 2009 — 2011
Associate of Science (A.S.), Business, Management, Marketing, and Related Support Services
Eileen Henthorn's Charles Schwab Experience July 2013 - Present
Job IB Client Service Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2013 - Present
TIAA-CREF March 2011 - March 2012
URMIA December 2007 - February 2011
Biology Graduate Office - Indiana University February 2005 - December 2007
ICPAC - Indiana College Network September 2001 - November 2002
Officescape August 2000 - September 2001
Indiana University Bloomington February 1996 - August 1999
Skills
Human Resources, Employee Benefits, Interviews, New Hire Orientations, Training, Customer Service
Education
Indiana University Bloomington 1990 — 1993
BA, Fine Arts
Vincennes University 1989 — 1990
Fine Arts - Studio Art
Charles Schwab July 2013 - Present
TIAA-CREF March 2011 - March 2012
URMIA December 2007 - February 2011
Biology Graduate Office - Indiana University February 2005 - December 2007
ICPAC - Indiana College Network September 2001 - November 2002
Officescape August 2000 - September 2001
Indiana University Bloomington February 1996 - August 1999
Skills
Human Resources, Employee Benefits, Interviews, New Hire Orientations, Training, Customer Service
Education
Indiana University Bloomington 1990 — 1993
BA, Fine Arts
Vincennes University 1989 — 1990
Fine Arts - Studio Art
Allie (Beard) Brooks, RVT Allie (Beard) Brooks, RVT's Charles Schwab Experience July 2011 - October 2012
Job Registered Veterinary Technician
Industry Veterinary
Experience
Indiana University School of Medicine February 2015 - Present
Indiana University School of Medicine October 2014 - January 2015
JPMorgan Chase October 2012 - June 2013
Charles Schwab July 2011 - October 2012
Associated Consultants, Inc. June 2009 - May 2011
Associated Consultants, Inc. May 2008 - June 2009
Skills
Surgical Nursing, General Anesthesia, Post Anesthesia Care, Blood Collection, Animal Husbandry, Vaccinations, Dosing, Customer Service, Investments, CRM, Training, Series 7, Series 63, Management, Business Development, Microsoft Excel, NMLS Licensed, Retail Banking, WOTC, Public Speaking, Project Management
Education
International Business College-Indianapolis 2013 — 2014
Associate of Arts and Sciences (AAS), Veterinary Technology
Indiana University Bloomington 2001 — 2004
CIS
Indiana University School of Medicine February 2015 - Present
Indiana University School of Medicine October 2014 - January 2015
JPMorgan Chase October 2012 - June 2013
Charles Schwab July 2011 - October 2012
Associated Consultants, Inc. June 2009 - May 2011
Associated Consultants, Inc. May 2008 - June 2009
Skills
Surgical Nursing, General Anesthesia, Post Anesthesia Care, Blood Collection, Animal Husbandry, Vaccinations, Dosing, Customer Service, Investments, CRM, Training, Series 7, Series 63, Management, Business Development, Microsoft Excel, NMLS Licensed, Retail Banking, WOTC, Public Speaking, Project Management
Education
International Business College-Indianapolis 2013 — 2014
Associate of Arts and Sciences (AAS), Veterinary Technology
Indiana University Bloomington 2001 — 2004
CIS
Kimberly Stewart-Brinston's Charles Schwab Experience October 2000 - March 2001
Job Director of the Office for Diversity Access and Achievement at IUPUI
Industry Higher Education
Experience
IUPUI August 2004 - Present
Indiana Black Expo, Inc. March 2001 - September 2004
Charles Schwab October 2000 - March 2001
Skills
Public Speaking, Event Planning, Strategic Planning, Public Relations, Event Management, Program Development, Volunteer Management, Non-profits, Community Outreach, Social Media, Grant Writing, Leadership Development, Fundraising, Budgets, Nonprofits, Staff Development, Teaching, Research, Higher Education, Resume Writing, Marketing, Coaching, Organizational..., Team Building, Social Networking, Conflict Resolution, Leadership, Training, Social Media Marketing, Admissions, Community Development, Recruiting, Workshop Facilitation, Curriculum Development, Policy, Grants, Adult Education, Editing, Instructional Design, Program Management, Career Development, Data Analysis, Academic Advising, Special Events, Community Relations, Student Recruiting, Higher Education..., Student Financial Aid, Critical Thinking, Curriculum Design
Education
Indiana University-Purdue University at Indianapolis 2007 — 2010
MS, Secondary Education with Concentration in Urban Education
Indiana University-Purdue University at Indianapolis 1993 — 2000
BS, General Studies
IUPUI August 2004 - Present
Indiana Black Expo, Inc. March 2001 - September 2004
Charles Schwab October 2000 - March 2001
Skills
Public Speaking, Event Planning, Strategic Planning, Public Relations, Event Management, Program Development, Volunteer Management, Non-profits, Community Outreach, Social Media, Grant Writing, Leadership Development, Fundraising, Budgets, Nonprofits, Staff Development, Teaching, Research, Higher Education, Resume Writing, Marketing, Coaching, Organizational..., Team Building, Social Networking, Conflict Resolution, Leadership, Training, Social Media Marketing, Admissions, Community Development, Recruiting, Workshop Facilitation, Curriculum Development, Policy, Grants, Adult Education, Editing, Instructional Design, Program Management, Career Development, Data Analysis, Academic Advising, Special Events, Community Relations, Student Recruiting, Higher Education..., Student Financial Aid, Critical Thinking, Curriculum Design
Education
Indiana University-Purdue University at Indianapolis 2007 — 2010
MS, Secondary Education with Concentration in Urban Education
Indiana University-Purdue University at Indianapolis 1993 — 2000
BS, General Studies
Jason Aubuchon's Charles Schwab Experience February 2015 - Present
Job
Industry Financial Services
Experience
Charles Schwab February 2015 - Present
US Army October 2011 - February 2015
Lake Central School Corporation August 2010 - August 2011
Lake Central School Corporation August 2010 - June 2011
Education
Indiana University Bloomington 2005 — 2009
Bachelor of Science (B.S.), Kinesiology and Exercise Science
Charles Schwab February 2015 - Present
US Army October 2011 - February 2015
Lake Central School Corporation August 2010 - August 2011
Lake Central School Corporation August 2010 - June 2011
Education
Indiana University Bloomington 2005 — 2009
Bachelor of Science (B.S.), Kinesiology and Exercise Science
Caryn Wilkinson Caryn Wilkinson's Charles Schwab Experience August 1995 - August 2003
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management April 2012 - Present
Silpada Designs October 2008 - Present
Caryn Wilkinson Photography August 2003 - Present
Registered Service Associate at UBS Financial May 2006 - April 2012
Charles Schwab August 1995 - August 2003
Education
Indiana University-Purdue University at Indianapolis 1995 — 1999
Bachelors Degree, Marketing / Business
Vincennes University 1993 — 1995
Accounting
Purdue University 1991 — 1993
Fashion Design
Morgan Stanley Private Wealth Management April 2012 - Present
Silpada Designs October 2008 - Present
Caryn Wilkinson Photography August 2003 - Present
Registered Service Associate at UBS Financial May 2006 - April 2012
Charles Schwab August 1995 - August 2003
Education
Indiana University-Purdue University at Indianapolis 1995 — 1999
Bachelors Degree, Marketing / Business
Vincennes University 1993 — 1995
Accounting
Purdue University 1991 — 1993
Fashion Design
Nathan Harshman's Charles Schwab Experience September 2007 - Present
Job Inspired Idea Implementer
Industry Financial Services
Experience
Charles Schwab September 2007 - Present
Creare June 2012 - Present
Beazer Homes May 2005 - October 2006
Premier Custom AV 2003 - 2005
Circuit City May 1999 - August 2002
Fairbanks 2000 - 2001
Skills
Leadership, Microsoft Office, Customer Service, Management, Team Building, Microsoft Excel, Microsoft Word, Troubleshooting, Sales, Risk Management, Financial Analysis, PowerPoint, Training, Coaching, Leadership Development, Financial Services, Employee Relations, Series 7, Series 63, Investment Advisory, Finance, Project Planning, Construction, Investments, Mutual Funds, Banking, Securities, Relationship Management, Asset Allocation, Wealth Management, 401k, Equities, Fixed Income, Asset Management, Call Centers, Public Speaking, Project Management
Education
Indiana Wesleyan University 1997 — 2002
BS, Psychology & Addictions Counseling
Charles Schwab September 2007 - Present
Creare June 2012 - Present
Beazer Homes May 2005 - October 2006
Premier Custom AV 2003 - 2005
Circuit City May 1999 - August 2002
Fairbanks 2000 - 2001
Skills
Leadership, Microsoft Office, Customer Service, Management, Team Building, Microsoft Excel, Microsoft Word, Troubleshooting, Sales, Risk Management, Financial Analysis, PowerPoint, Training, Coaching, Leadership Development, Financial Services, Employee Relations, Series 7, Series 63, Investment Advisory, Finance, Project Planning, Construction, Investments, Mutual Funds, Banking, Securities, Relationship Management, Asset Allocation, Wealth Management, 401k, Equities, Fixed Income, Asset Management, Call Centers, Public Speaking, Project Management
Education
Indiana Wesleyan University 1997 — 2002
BS, Psychology & Addictions Counseling
Brian Cradick Brian Cradick's Charles Schwab Experience March 2003 - January 2009
Job Sr. Analytics Developer at University of Coloradp Health
Industry Higher Education
Experience
University of Colorado Health July 2015 - Present
University of Colorado Denver May 2009 - June 2015
Charles Schwab March 2003 - January 2009
Charles Schwab August 1996 - March 2003
Skills
Data Warehousing, SSRS, SSIS, Business Analysis, Microsoft SQL Server, SQL Server integration..., SQL Server Reporting..., C#, ASP.NET, Cognos, Microsoft CRM, SharePoint, Databases, ETL
Education
University of Colorado Denver 2001 — 2003
M.S., Information Systems
Indiana University Bloomington 1988 — 1992
B.S., Management & Marketing
University of Colorado Health July 2015 - Present
University of Colorado Denver May 2009 - June 2015
Charles Schwab March 2003 - January 2009
Charles Schwab August 1996 - March 2003
Skills
Data Warehousing, SSRS, SSIS, Business Analysis, Microsoft SQL Server, SQL Server integration..., SQL Server Reporting..., C#, ASP.NET, Cognos, Microsoft CRM, SharePoint, Databases, ETL
Education
University of Colorado Denver 2001 — 2003
M.S., Information Systems
Indiana University Bloomington 1988 — 1992
B.S., Management & Marketing
Stephanie Fajardo's Charles Schwab Experience January 2006 - May 2014
Job
Industry Insurance
Experience
OneAmerica Financial Partners Inc. May 2014 - Present
Stephanie Brookes Photography January 2010 - Present
Charles Schwab January 2006 - May 2014
Skills
Retirement Planning, Financial Services, Retirement, Mutual Funds, Process Improvement, Management
Education
Indiana University-Purdue University at Indianapolis
OneAmerica Financial Partners Inc. May 2014 - Present
Stephanie Brookes Photography January 2010 - Present
Charles Schwab January 2006 - May 2014
Skills
Retirement Planning, Financial Services, Retirement, Mutual Funds, Process Improvement, Management
Education
Indiana University-Purdue University at Indianapolis
Ann Houseworth's Charles Schwab Experience June 1995 - December 2001
Job Client Services Management, Freelance Writer
Industry Writing and Editing
Experience
Competitive Edge Communications May 1997 - Present
State of Indiana January 2009 - January 2013
State of Indiana November 2006 - December 2008
Indiana State Senate January 2005 - October 2006
Shelby County Fair Association May 1990 - August 2003
Charles Schwab June 1995 - December 2001
A & A Concessions September 1980 - August 1997
Skills
Customer Service, Customer Satisfaction, Customer Retention, Writing, Editing, Proofreading, Office Administration, Speech Writing, Crisis Communications, Community Outreach, Non-profit Volunteering, Community Development, Nonprofits, Grant Writing, Research, Governmental Affairs, Public Relations, Business Process..., Strategic Communications, Legislative Relations, Public Speaking, Business Planning, Media Relations, Strategic Planning, Social Media, Marketing Communications, Marketing, Internal Communications, Small Business, Press Releases, Legislation
Education
Indiana Wesleyan University 1996 — 1998
Masters of Science, Management
Purdue University 1987 — 1991
Bachelor of Science, Restaurant, Hotel, Institutional and Tourism Management
Competitive Edge Communications May 1997 - Present
State of Indiana January 2009 - January 2013
State of Indiana November 2006 - December 2008
Indiana State Senate January 2005 - October 2006
Shelby County Fair Association May 1990 - August 2003
Charles Schwab June 1995 - December 2001
A & A Concessions September 1980 - August 1997
Skills
Customer Service, Customer Satisfaction, Customer Retention, Writing, Editing, Proofreading, Office Administration, Speech Writing, Crisis Communications, Community Outreach, Non-profit Volunteering, Community Development, Nonprofits, Grant Writing, Research, Governmental Affairs, Public Relations, Business Process..., Strategic Communications, Legislative Relations, Public Speaking, Business Planning, Media Relations, Strategic Planning, Social Media, Marketing Communications, Marketing, Internal Communications, Small Business, Press Releases, Legislation
Education
Indiana Wesleyan University 1996 — 1998
Masters of Science, Management
Purdue University 1987 — 1991
Bachelor of Science, Restaurant, Hotel, Institutional and Tourism Management
Daniel W. Hodges's Charles Schwab Experience 2007 - 2009
Job Owner at D.W. Hodges Advisors, LLC
Industry Financial Services
Experience
D.W. Hodges Advisors, LLC June 2014 - Present
Cetera Advisor Networks LLC April 2009 - Present
FSA Advisors, LLP April 2009 - May 2014
Charles Schwab 2007 - 2009
Education
Indiana University-Purdue University at Indianapolis
Noblesville
D.W. Hodges Advisors, LLC June 2014 - Present
Cetera Advisor Networks LLC April 2009 - Present
FSA Advisors, LLP April 2009 - May 2014
Charles Schwab 2007 - 2009
Education
Indiana University-Purdue University at Indianapolis
Noblesville
Drucie Cook's Charles Schwab Experience May 2000 - Present
Job Portfolio Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2000 - Present
New Century Mortgage April 1999 - April 2000
Green Tree Mortgage July 1997 - February 1999
Education
Indiana University-Purdue University at Indianapolis 1991 — 1994
Bachelor of Science (BS), Marketing
Purdue University 1990 — 1991
Business
Charles Schwab May 2000 - Present
New Century Mortgage April 1999 - April 2000
Green Tree Mortgage July 1997 - February 1999
Education
Indiana University-Purdue University at Indianapolis 1991 — 1994
Bachelor of Science (BS), Marketing
Purdue University 1990 — 1991
Business
Connor O'Sullivan Connor O'Sullivan's Charles Schwab Experience 2008 - 2010
Job Senior Frontend Developer at Apple Inc. / Traction
Industry Internet
Experience
Apple / Traction January 2011 - Present
New Gold Leaf 2010 - 2011
Charles Schwab 2008 - 2010
Skills
HTML, HTML 5, HTML emails, CSS, CSS3, JavaScript, Objective-C, Web Development, Bass Guitar, Double Bass, Synthesizers, Music Production, Sound Mixing, Advertising
Education
Indiana University Bloomington
Bachelor of Arts
University of Wollongong
Apple / Traction January 2011 - Present
New Gold Leaf 2010 - 2011
Charles Schwab 2008 - 2010
Skills
HTML, HTML 5, HTML emails, CSS, CSS3, JavaScript, Objective-C, Web Development, Bass Guitar, Double Bass, Synthesizers, Music Production, Sound Mixing, Advertising
Education
Indiana University Bloomington
Bachelor of Arts
University of Wollongong
Tara Hicks's Charles Schwab Experience March 2010 - December 2014
Job eLearning Developer at ADESA
Industry Arts and Crafts
Experience
ADESA May 2015 - Present
Inimitable Design, LLC January 2014 - Present
Charles Schwab March 2010 - December 2014
Kaplan Compliance Solutions May 2009 - December 2009
Kelly Mitchell (contracted to AT&T) March 2009 - May 2009
Briljent January 2008 - March 2009
Kelly Mitchell (contracted to AT&T) February 2007 - December 2007
Roche Diagnostics April 2001 - October 2005
USA Group February 1992 - May 2000
Skills
HTML, Instructor-led Training, Instructional Design, Visio, Training, Technical Writing, Program Management, Process Improvement, Team Building, E-Learning, Project Management, Software Documentation, Leadership Development, ADDIE, Needs Analysis, SharePoint
Education
Indiana University-Purdue University at Indianapolis 1997 — 1997
Some College, Computer/Psychology
Wapahani 1978 — 1984
Graduated
ADESA May 2015 - Present
Inimitable Design, LLC January 2014 - Present
Charles Schwab March 2010 - December 2014
Kaplan Compliance Solutions May 2009 - December 2009
Kelly Mitchell (contracted to AT&T) March 2009 - May 2009
Briljent January 2008 - March 2009
Kelly Mitchell (contracted to AT&T) February 2007 - December 2007
Roche Diagnostics April 2001 - October 2005
USA Group February 1992 - May 2000
Skills
HTML, Instructor-led Training, Instructional Design, Visio, Training, Technical Writing, Program Management, Process Improvement, Team Building, E-Learning, Project Management, Software Documentation, Leadership Development, ADDIE, Needs Analysis, SharePoint
Education
Indiana University-Purdue University at Indianapolis 1997 — 1997
Some College, Computer/Psychology
Wapahani 1978 — 1984
Graduated
Paul-Michael Montoya's Charles Schwab Experience August 2000 - May 2002
Job North American Language & Culture Assistant at Junta de Andalucía
Industry Public Relations and Communications
Experience
Junta de Andalucía October 2015 - Present
MyFab5 May 2015 - Present
Indiana University-Purdue University Indianapolis December 2014 - June 2015
Indiana University Purdue University Indianapolis May 2012 - May 2015
Indiana University-Purdue University Indianapolis August 2011 - May 2013
Ivy Tech Community College September 2009 - May 2011
SMDI Co November 2007 - April 2009
HSBC December 2002 - April 2007
Charles Schwab August 2000 - May 2002
American Express May 1996 - July 2000
Skills
Public Speaking, Event Planning, Social Networking, Customer Service, Management, Social Media, Community Outreach, Microsoft Office, Research, Sales, Public Relations, PowerPoint, Fundraising, Teaching, Data Entry, Sustainable Agriculture, Adobe Creative Suite, Microsoft Access, Mortgage Underwriting, Business Development, Leadership, Team Development
Education
Indiana University-Purdue University at Indianapolis 2014 — 2016
Graduate Certificate, Non-Profit/Public/Organizational Management, 3.67
Indiana University-Purdue University at Indianapolis 2011 — 2014
Bachelor of Arts (B.A.) in Political Science, Political Science and Government
Indiana University-Purdue University at Indianapolis 2009 — 2014
Bachelor of Arts (BA) in Global and International Studies, International Relations and Affairs
Junta de Andalucía October 2015 - Present
MyFab5 May 2015 - Present
Indiana University-Purdue University Indianapolis December 2014 - June 2015
Indiana University Purdue University Indianapolis May 2012 - May 2015
Indiana University-Purdue University Indianapolis August 2011 - May 2013
Ivy Tech Community College September 2009 - May 2011
SMDI Co November 2007 - April 2009
HSBC December 2002 - April 2007
Charles Schwab August 2000 - May 2002
American Express May 1996 - July 2000
Skills
Public Speaking, Event Planning, Social Networking, Customer Service, Management, Social Media, Community Outreach, Microsoft Office, Research, Sales, Public Relations, PowerPoint, Fundraising, Teaching, Data Entry, Sustainable Agriculture, Adobe Creative Suite, Microsoft Access, Mortgage Underwriting, Business Development, Leadership, Team Development
Education
Indiana University-Purdue University at Indianapolis 2014 — 2016
Graduate Certificate, Non-Profit/Public/Organizational Management, 3.67
Indiana University-Purdue University at Indianapolis 2011 — 2014
Bachelor of Arts (B.A.) in Political Science, Political Science and Government
Indiana University-Purdue University at Indianapolis 2009 — 2014
Bachelor of Arts (BA) in Global and International Studies, International Relations and Affairs
Valeria Primous's Charles Schwab Experience May 2004 - April 2007
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
RentPath December 2013 - Present
Cox Automotive Inc. July 2007 - September 2013
Charles Schwab May 2004 - April 2007
Community Centers of Indianpolis October 2000 - May 2004
Skills
Online Advertising, Mobile Marketing, Advertising, Account Management, Market Planning, Product Marketing, CRM, Competitive Analysis, Social Media, Digital Marketing, Integrated Marketing, Salesforce.com, Customer Satisfaction, Customer Service, Social Media Marketing
Education
Indiana University-Purdue University at Indianapolis 2000 — 2004
Bachelor of Arts (BA), Sociology and Communication Studies
RentPath December 2013 - Present
Cox Automotive Inc. July 2007 - September 2013
Charles Schwab May 2004 - April 2007
Community Centers of Indianpolis October 2000 - May 2004
Skills
Online Advertising, Mobile Marketing, Advertising, Account Management, Market Planning, Product Marketing, CRM, Competitive Analysis, Social Media, Digital Marketing, Integrated Marketing, Salesforce.com, Customer Satisfaction, Customer Service, Social Media Marketing
Education
Indiana University-Purdue University at Indianapolis 2000 — 2004
Bachelor of Arts (BA), Sociology and Communication Studies
Chris Stringer's Charles Schwab Experience 1995 - 2003
Job Agent at State Farm Agent
Industry Insurance
Experience
State Farm Agent December 2011 - Present
Charter One Bank 2007 - 2009
Charles Schwab 1995 - 2003
Charles Schwab 1995 - 2003
Skills
Customer Service, Business, Team Building, Marketing, Sales, Strategic Planning, Umbrella Insurance, Homeowners, Process Improvement, Whole Life, Leadership, Life Insurance, Universal Life, Budgets, Coaching, Public Speaking, Microsoft Office, Small Business, Sales Management, Insurance
Education
Valparaiso University 1990 — 1994
Bachelor's Degree, Economics
Evanston Township High School
Indiana Wesleyan University
Master of Business Administration (M.B.A.), Business Administration and Management, General
State Farm Agent December 2011 - Present
Charter One Bank 2007 - 2009
Charles Schwab 1995 - 2003
Charles Schwab 1995 - 2003
Skills
Customer Service, Business, Team Building, Marketing, Sales, Strategic Planning, Umbrella Insurance, Homeowners, Process Improvement, Whole Life, Leadership, Life Insurance, Universal Life, Budgets, Coaching, Public Speaking, Microsoft Office, Small Business, Sales Management, Insurance
Education
Valparaiso University 1990 — 1994
Bachelor's Degree, Economics
Evanston Township High School
Indiana Wesleyan University
Master of Business Administration (M.B.A.), Business Administration and Management, General
Joseph Clagg's Charles Schwab Experience January 2014 - March 2014
Job Managing Partner at Legacy Wealth Management
Industry Financial Services
Experience
Legacy Wealth Management October 2014 - Present
Legacy Practice Management March 2014 - Present
Charles Schwab January 2014 - March 2014
Charles Schwab January 2013 - January 2014
Edward Jones 2012 - December 2012
Marion County Clerk's Office June 2007 - July 2012
Marion County Superior Court March 2004 - May 2007
Skills
Investments, Life Insurance, Series 63, Telephone Skills, Financial Services, Customer Service, Securities Market, Insurance, Retirement Savings, College Savings Plans, IRAs, Roth IRA, Series 7, Securities, Mutual Funds, Retirement, Leadership, Retirement Planning, Term Life Insurance, Disability Insurance, Series 65, Financial Planning
Education
Indiana University-Purdue University at Indianapolis 2003 — 2011
Bachelor of Science (B.S.), Criminal Justice/Safety Studies
Legacy Wealth Management October 2014 - Present
Legacy Practice Management March 2014 - Present
Charles Schwab January 2014 - March 2014
Charles Schwab January 2013 - January 2014
Edward Jones 2012 - December 2012
Marion County Clerk's Office June 2007 - July 2012
Marion County Superior Court March 2004 - May 2007
Skills
Investments, Life Insurance, Series 63, Telephone Skills, Financial Services, Customer Service, Securities Market, Insurance, Retirement Savings, College Savings Plans, IRAs, Roth IRA, Series 7, Securities, Mutual Funds, Retirement, Leadership, Retirement Planning, Term Life Insurance, Disability Insurance, Series 65, Financial Planning
Education
Indiana University-Purdue University at Indianapolis 2003 — 2011
Bachelor of Science (B.S.), Criminal Justice/Safety Studies
Josh Hines's Charles Schwab Experience January 2015 - Present
Job Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2015 - Present
Charles Schwab July 2011 - January 2015
Hines Financial Services Inc. May 2010 - July 2011
Estes Express Lines June 2004 - July 2011
Evergreen Aviation and Ground Logistics July 2000 - June 2004
Indy Fitness November 1998 - June 2000
Education
Indiana University-Purdue University at Indianapolis
Bachelor of General Studies
Charles Schwab January 2015 - Present
Charles Schwab July 2011 - January 2015
Hines Financial Services Inc. May 2010 - July 2011
Estes Express Lines June 2004 - July 2011
Evergreen Aviation and Ground Logistics July 2000 - June 2004
Indy Fitness November 1998 - June 2000
Education
Indiana University-Purdue University at Indianapolis
Bachelor of General Studies
Scott Flanigan's Charles Schwab Experience December 2010 - June 2013
Job Vice President, Customer Segment Analyst at Merrill Edge
Industry Financial Services
Experience
Merrill Edge July 2015 - Present
University of Phoenix December 2013 - Present
Merrill Edge July 2013 - July 2015
Charles Schwab December 2010 - June 2013
Charles Schwab October 2006 - December 2010
Ameriprise Financial Services, Inc. July 2006 - September 2006
Skills
Series 7, Mutual Funds, Series 63, Financial Services, Wealth Management, Securities, Investments, Portfolio Management, FINRA, Investment Advisory, Equities, Asset Allocation, Retirement Planning, Strategic Financial..., Asset Management, Retirement, Fixed Income, Alternative Investments, Risk Management
Education
Indiana Wesleyan University 2008 — 2010
Master of Business Administration (M.B.A.), Business Administration and Management, General
Indiana University-Purdue University at Indianapolis 2002 — 2006
Bachelor of Arts (B.A.), English Language and Literature, General
Merrill Edge July 2015 - Present
University of Phoenix December 2013 - Present
Merrill Edge July 2013 - July 2015
Charles Schwab December 2010 - June 2013
Charles Schwab October 2006 - December 2010
Ameriprise Financial Services, Inc. July 2006 - September 2006
Skills
Series 7, Mutual Funds, Series 63, Financial Services, Wealth Management, Securities, Investments, Portfolio Management, FINRA, Investment Advisory, Equities, Asset Allocation, Retirement Planning, Strategic Financial..., Asset Management, Retirement, Fixed Income, Alternative Investments, Risk Management
Education
Indiana Wesleyan University 2008 — 2010
Master of Business Administration (M.B.A.), Business Administration and Management, General
Indiana University-Purdue University at Indianapolis 2002 — 2006
Bachelor of Arts (B.A.), English Language and Literature, General
Patrick Conrad, MBA's Charles Schwab Experience November 2007 - March 2010
Job Assistant Manager at US Bank
Industry Financial Services
Experience
U.S. Bank July 2013 - Present
Bank of the West April 2012 - July 2013
JP Morgan Chase March 2010 - October 2011
Charles Schwab November 2007 - March 2010
Indiana Wesleyan University August 2005 - August 2007
Skills
Series 7, Securities, Investments, Options, Banking, Financial Analysis, Series 63, Credit, Equities, Fixed Income, Bloomberg, Risk Management, Trading, Derivatives, Investment Strategies, Finance, Equity Trading, Financial Reporting, Financial Markets, Customer Service, Loans, Recruiting, Mutual Funds, Asset Managment, Portfolio Management, Training, Leadership, Relationship Management, Wealth Management, Retirement Planning, Credit Analysis, Mortgage Lending, Financial Services, Private Banking
Education
Indiana Wesleyan University 2012 — 2014
Master of Business Administration (M.B.A.), Human Resources Management
Indiana Wesleyan University 2003 — 2007
B.S., Business Management & Business Administration
U.S. Bank July 2013 - Present
Bank of the West April 2012 - July 2013
JP Morgan Chase March 2010 - October 2011
Charles Schwab November 2007 - March 2010
Indiana Wesleyan University August 2005 - August 2007
Skills
Series 7, Securities, Investments, Options, Banking, Financial Analysis, Series 63, Credit, Equities, Fixed Income, Bloomberg, Risk Management, Trading, Derivatives, Investment Strategies, Finance, Equity Trading, Financial Reporting, Financial Markets, Customer Service, Loans, Recruiting, Mutual Funds, Asset Managment, Portfolio Management, Training, Leadership, Relationship Management, Wealth Management, Retirement Planning, Credit Analysis, Mortgage Lending, Financial Services, Private Banking
Education
Indiana Wesleyan University 2012 — 2014
Master of Business Administration (M.B.A.), Human Resources Management
Indiana Wesleyan University 2003 — 2007
B.S., Business Management & Business Administration
Brad Stark's Charles Schwab Experience May 2005 - December 2009
Job Chief Compliance Officer and Operations Manager at Bedel Financial Consulting, Inc.
Industry Financial Services
Experience
Bedel Financial Consulting, Inc. January 2009 - Present
Charles Schwab May 2005 - December 2009
AIG Advisor Group January 2001 - April 2005
Charles Schwab November 1999 - December 2000
Education
Indiana University—Purdue University Fort Wayne 1993 — 1998
Bachelor's Degree, Business Administration and Management, General
Bedel Financial Consulting, Inc. January 2009 - Present
Charles Schwab May 2005 - December 2009
AIG Advisor Group January 2001 - April 2005
Charles Schwab November 1999 - December 2000
Education
Indiana University—Purdue University Fort Wayne 1993 — 1998
Bachelor's Degree, Business Administration and Management, General
Ian Bass's Charles Schwab Experience December 2014 - Present
Job Team Manager, Disbursements at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 2014 - Present
Charles Schwab August 2011 - December 2014
Charles Schwab October 2008 - August 2011
Charles Schwab August 2006 - October 2008
Skills
Team Leadership, Data Analysis, Business Analysis, Project Management, Risk Management, Analysis, Requirements Analysis, Business Process..., Microsoft Excel, Microsoft Office, Management, Team Building, Leadership, Access, Call Centers, Software Project..., Software Documentation, Financial Analysis
Education
Indiana University Bloomington 2015 — 2017
Master of Science (MS), Data Science
The University of Texas at Austin 2001 — 2006
B.S., Mathematics
Charles Schwab December 2014 - Present
Charles Schwab August 2011 - December 2014
Charles Schwab October 2008 - August 2011
Charles Schwab August 2006 - October 2008
Skills
Team Leadership, Data Analysis, Business Analysis, Project Management, Risk Management, Analysis, Requirements Analysis, Business Process..., Microsoft Excel, Microsoft Office, Management, Team Building, Leadership, Access, Call Centers, Software Project..., Software Documentation, Financial Analysis
Education
Indiana University Bloomington 2015 — 2017
Master of Science (MS), Data Science
The University of Texas at Austin 2001 — 2006
B.S., Mathematics
Jake Wolfe's Charles Schwab Experience December 2010 - Present
Job Engineer Platoon Leader (Sapper) at US Army Corps of Engineers
Industry Military
Experience
US Army Corps of Engineers November 2013 - Present
Charles Schwab December 2010 - Present
US Army Corps of Engineers August 2011 - November 2013
Parkview Health May 2010 - September 2010
Parkview YMCA May 2009 - September 2010
US Army December 2007 - January 2009
US Army November 2002 - November 2003
Skills
Leadership Development, Team Building, Financial Analysis, Investment Strategies, Lean Management, Project Planning, Series 7, Series 63, Microsoft Excel, Minitab, Capital Budgeting, WACC, Hedging, Risk Management, Risk Assessment, Strategic Planning, Global Cash Management, Financial Forecasting, Excel models, Time Management, Team Building..., Program Management, Management, Training, Army, Leadership, Lean Manufacturing, Process Improvement, Project Management, Public Speaking, Six Sigma
Education
Indiana University-Purdue University at Indianapolis 2011 — 2013
Master of Business Administration (M.B.A.), Logistics, Materials, and Supply Chain Management
US Army Engineer School 2013 — 2013
Basic Officer Leadership Course Diploma, General Engineering (Horrizontal, Vertical, Bridging)
Indiana University—Purdue University Fort Wayne 2005 — 2010
Bachelor of Science, Business Management
US Army Corps of Engineers November 2013 - Present
Charles Schwab December 2010 - Present
US Army Corps of Engineers August 2011 - November 2013
Parkview Health May 2010 - September 2010
Parkview YMCA May 2009 - September 2010
US Army December 2007 - January 2009
US Army November 2002 - November 2003
Skills
Leadership Development, Team Building, Financial Analysis, Investment Strategies, Lean Management, Project Planning, Series 7, Series 63, Microsoft Excel, Minitab, Capital Budgeting, WACC, Hedging, Risk Management, Risk Assessment, Strategic Planning, Global Cash Management, Financial Forecasting, Excel models, Time Management, Team Building..., Program Management, Management, Training, Army, Leadership, Lean Manufacturing, Process Improvement, Project Management, Public Speaking, Six Sigma
Education
Indiana University-Purdue University at Indianapolis 2011 — 2013
Master of Business Administration (M.B.A.), Logistics, Materials, and Supply Chain Management
US Army Engineer School 2013 — 2013
Basic Officer Leadership Course Diploma, General Engineering (Horrizontal, Vertical, Bridging)
Indiana University—Purdue University Fort Wayne 2005 — 2010
Bachelor of Science, Business Management
Brooke Snyder, CFA's Charles Schwab Experience 1995 - 2001
Job Executive Director at Column Capital Advisors, LLC
Industry Financial Services
Experience
Column Capital Advisors, LLC April 2013 - Present
BMO Private Bank 2009 - 2013
Indiana Public Employees' Retirement Fund 2006 - 2009
First Merchants Trust Company 2005 - 2006
Old National Trust Company 2001 - 2005
Charles Schwab 1995 - 2001
Skills
Investments, Portfolio Management, Financial Modeling, Financial Analysis, Strategic Financial..., Retirement Planning, Equities
Education
Indiana University Bloomington 1988 — 1993
B.S., Kelley School of Business
Column Capital Advisors, LLC April 2013 - Present
BMO Private Bank 2009 - 2013
Indiana Public Employees' Retirement Fund 2006 - 2009
First Merchants Trust Company 2005 - 2006
Old National Trust Company 2001 - 2005
Charles Schwab 1995 - 2001
Skills
Investments, Portfolio Management, Financial Modeling, Financial Analysis, Strategic Financial..., Retirement Planning, Equities
Education
Indiana University Bloomington 1988 — 1993
B.S., Kelley School of Business
Ruth Chambers's Charles Schwab Experience April 2011 - July 2015
Job Corporate Social Collaboration, Knowledge Management, and Enterprise Information Architecture
Industry Information Technology and Services
Experience
Charles Schwab April 2011 - July 2015
The Center for Creative Leadership November 2006 - April 2009
Aviation Resource Group Intl December 2001 - September 2006
J.D. Edwards November 1999 - October 2001
New Breed September 1996 - April 1999
Essex Venture Partners September 1986 - January 1989
Skills
Knowledge Management, Business Planning, Program Management, Social Networking, Business Intelligence, Change Management, Team Building, Leadership, Business Strategy, Analysis, Workshop Facilitation, Management Consulting, Integrity, Keen Listener, New Business Development, Mergers & Acquisitions, Strategy, Integration, Product Development, SDLC, Continuous Improvement
Education
Northwestern University - Kellogg School of Management 1986 — 1989
Executive MBA Program, Finance & MIS
Indiana University-Purdue University at Indianapolis 1979 — 1982
BS, Major: Accounting & Behavioral Psychology
Charles Schwab April 2011 - July 2015
The Center for Creative Leadership November 2006 - April 2009
Aviation Resource Group Intl December 2001 - September 2006
J.D. Edwards November 1999 - October 2001
New Breed September 1996 - April 1999
Essex Venture Partners September 1986 - January 1989
Skills
Knowledge Management, Business Planning, Program Management, Social Networking, Business Intelligence, Change Management, Team Building, Leadership, Business Strategy, Analysis, Workshop Facilitation, Management Consulting, Integrity, Keen Listener, New Business Development, Mergers & Acquisitions, Strategy, Integration, Product Development, SDLC, Continuous Improvement
Education
Northwestern University - Kellogg School of Management 1986 — 1989
Executive MBA Program, Finance & MIS
Indiana University-Purdue University at Indianapolis 1979 — 1982
BS, Major: Accounting & Behavioral Psychology
Brad Greeman, CFM's Charles Schwab Experience September 2012 - Present
Job Senior Property Manager, Corporate Real Estate at Charles Schwab
Industry Commercial Real Estate
Experience
Charles Schwab September 2012 - Present
KGG Property Group, LLC May 2005 - Present
Jones Lang LaSalle November 2010 - August 2012
Cassidy Turley February 2009 - November 2010
CB Richard Ellis, Inc October 2008 - January 2009
Lauth Group, Inc February 2008 - October 2008
Lauth Group, Inc June 2007 - February 2008
Lauth Group, Inc September 2005 - June 2007
Skills
Real Estate, Leases, Disposition, Corporate Real Estate, Property Management, Real Estate Development, Location Intelligence, Lease Administration, Budgets, Facilities Management, Commercial Real Estate, Negotiation, Value Engineering, Lease Negotiations, Landlords, Brokerage, Tenant, Construction, Contract Negotiation, Investment Properties, Real Estate Transactions, Property
Education
Indiana University-Purdue University at Indianapolis 2000 — 2005
Bachelor of Science, Business Management and Human Resources Management
Charles Schwab September 2012 - Present
KGG Property Group, LLC May 2005 - Present
Jones Lang LaSalle November 2010 - August 2012
Cassidy Turley February 2009 - November 2010
CB Richard Ellis, Inc October 2008 - January 2009
Lauth Group, Inc February 2008 - October 2008
Lauth Group, Inc June 2007 - February 2008
Lauth Group, Inc September 2005 - June 2007
Skills
Real Estate, Leases, Disposition, Corporate Real Estate, Property Management, Real Estate Development, Location Intelligence, Lease Administration, Budgets, Facilities Management, Commercial Real Estate, Negotiation, Value Engineering, Lease Negotiations, Landlords, Brokerage, Tenant, Construction, Contract Negotiation, Investment Properties, Real Estate Transactions, Property
Education
Indiana University-Purdue University at Indianapolis 2000 — 2005
Bachelor of Science, Business Management and Human Resources Management
Evgeni Kopelevich's Charles Schwab Experience February 2015 - Present
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2015 - Present
Charles Schwab October 2013 - February 2015
Charles Schwab July 2011 - October 2013
National Road Auto Sales LLC June 2009 - July 2011
Wireless@Work [SPRINT] 2009 - 2010
Teleperformance, USA February 2008 - April 2009
Skills
Financial Analysis, Investments, Customer Service, Risk Management, Finance, Mutual Funds, Financial Services
Education
Indiana University-Purdue University at Indianapolis 2007 — 2012
BS, Accounting
Charles Schwab February 2015 - Present
Charles Schwab October 2013 - February 2015
Charles Schwab July 2011 - October 2013
National Road Auto Sales LLC June 2009 - July 2011
Wireless@Work [SPRINT] 2009 - 2010
Teleperformance, USA February 2008 - April 2009
Skills
Financial Analysis, Investments, Customer Service, Risk Management, Finance, Mutual Funds, Financial Services
Education
Indiana University-Purdue University at Indianapolis 2007 — 2012
BS, Accounting
Nick Greer's Charles Schwab Experience May 2014 - Present
Job Associate Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2014 - Present
Gannett DESC June 2013 - May 2014
Charles Schwab January 2011 - May 2013
Education
Indiana University Bloomington 2005 — 2010
Bachelor of Science (BS), Business Management and Finance
Indiana University-Purdue University at Indianapolis 2005 — 2006
Bachelor of Science (BS), Business
Charles Schwab May 2014 - Present
Gannett DESC June 2013 - May 2014
Charles Schwab January 2011 - May 2013
Education
Indiana University Bloomington 2005 — 2010
Bachelor of Science (BS), Business Management and Finance
Indiana University-Purdue University at Indianapolis 2005 — 2006
Bachelor of Science (BS), Business
Russell Beckner's Charles Schwab Experience September 2010 - July 2014
Job Senior Vice President Southwest Florida Regional Manager at PNC
Industry Financial Services
Experience
PNC June 2015 - Present
PNC Investments July 2014 - June 2015
Charles Schwab September 2010 - July 2014
Charles Schwab November 2007 - October 2010
Charles Schwab December 2004 - November 2007
Charles Schwab January 1999 - December 2004
Olde Discount Brokerage May 1995 - January 1999
Skills
FINRA, Portfolio Management, Wealth Management, Asset, Asset Allocation, Series 7, Asset Management, Investments, Licensing, Coaching, Sales Management, Mutual Funds, New Business Development, Process Improvement, Consultative Selling, Public Speaking, Leadership Development, Call Center, Bonds, Investment Advisory, Series 63, Series 65, Finance, Financial Advisory, Fixed Income, Banking, Call Centers, Strategic Financial..., Selling, Wealth Management..., Financial Planning, Sales, Leading Positive Change
Education
Indiana University Bloomington 1991 — 1995
Bachelor of Arts (B.A.)
PNC June 2015 - Present
PNC Investments July 2014 - June 2015
Charles Schwab September 2010 - July 2014
Charles Schwab November 2007 - October 2010
Charles Schwab December 2004 - November 2007
Charles Schwab January 1999 - December 2004
Olde Discount Brokerage May 1995 - January 1999
Skills
FINRA, Portfolio Management, Wealth Management, Asset, Asset Allocation, Series 7, Asset Management, Investments, Licensing, Coaching, Sales Management, Mutual Funds, New Business Development, Process Improvement, Consultative Selling, Public Speaking, Leadership Development, Call Center, Bonds, Investment Advisory, Series 63, Series 65, Finance, Financial Advisory, Fixed Income, Banking, Call Centers, Strategic Financial..., Selling, Wealth Management..., Financial Planning, Sales, Leading Positive Change
Education
Indiana University Bloomington 1991 — 1995
Bachelor of Arts (B.A.)
Tyler Haston's Charles Schwab Experience October 2011 - January 2012
Job Police Officer at Zionsville Police Department
Industry Law Enforcement
Experience
Zionsville Police Department December 2013 - Present
Monarch Beverage March 2012 - December 2013
Charles Schwab October 2011 - January 2012
Northwestern Mutual Financial Network September 2010 - October 2011
Holtgrave Construction/ 360 Restoration January 2010 - August 2010
Skills
Microsoft Excel, Business Relationship..., Strategic Sales Plans, Customer Service, Sales Management, Microsoft Office, Product Marketing, Insurance, Writing, Leadership, Time Management
Education
Purdue University 2006 — 2010
Bachelor of Arts (B.A.), Political Science and Government
Indiana University Robert H. McKinney School of Law 2015 — 2018
Doctor of Law (J.D.), American/U.S. Law/Legal Studies/Jurisprudence
Zionsville Police Department December 2013 - Present
Monarch Beverage March 2012 - December 2013
Charles Schwab October 2011 - January 2012
Northwestern Mutual Financial Network September 2010 - October 2011
Holtgrave Construction/ 360 Restoration January 2010 - August 2010
Skills
Microsoft Excel, Business Relationship..., Strategic Sales Plans, Customer Service, Sales Management, Microsoft Office, Product Marketing, Insurance, Writing, Leadership, Time Management
Education
Purdue University 2006 — 2010
Bachelor of Arts (B.A.), Political Science and Government
Indiana University Robert H. McKinney School of Law 2015 — 2018
Doctor of Law (J.D.), American/U.S. Law/Legal Studies/Jurisprudence
Jeff Greenwalt Jeff Greenwalt's Charles Schwab Experience September 2013 - Present
Job Regional Learning Manager
Industry Financial Services
Experience
Charles Schwab September 2013 - Present
Charles Schwab May 2011 - September 2013
Fidelity Investments October 2007 - April 2011
Minco Technology Labs, LLC September 2005 - August 2007
Reach USA December 2004 - September 2005
Charles Schwab July 1993 - December 2001
Skills
Workshop Facilitation, Training, Sales Leadership..., Leadership Development, Business Performance..., Sales, Situational Leadership, Presentation Coaching, Continuous Improvement, Service Quality, Project Management, Public Speaking, Sales Management, Employee Engagement, Management, Leadership
Education
University of Warwick - Warwick Business School
Graduate Certificate Business Administration
Indiana Wesleyan University
Bachelor of Science (B.S.)
Indiana University-Purdue University at Indianapolis
None
Charles Schwab September 2013 - Present
Charles Schwab May 2011 - September 2013
Fidelity Investments October 2007 - April 2011
Minco Technology Labs, LLC September 2005 - August 2007
Reach USA December 2004 - September 2005
Charles Schwab July 1993 - December 2001
Skills
Workshop Facilitation, Training, Sales Leadership..., Leadership Development, Business Performance..., Sales, Situational Leadership, Presentation Coaching, Continuous Improvement, Service Quality, Project Management, Public Speaking, Sales Management, Employee Engagement, Management, Leadership
Education
University of Warwick - Warwick Business School
Graduate Certificate Business Administration
Indiana Wesleyan University
Bachelor of Science (B.S.)
Indiana University-Purdue University at Indianapolis
None
Charles Poisson's Charles Schwab Experience June 2011 - November 2013
Job Tax Consultant at Anthem, Inc.
Industry Accounting
Experience
Anthem, Inc. March 2015 - Present
London Witte & Company, LLP November 2013 - January 2015
Charles Schwab June 2011 - November 2013
The Walgreen Company November 2001 - February 2011
Skills
Finance, Accounting
Education
Indiana University-Purdue University at Indianapolis 2011 — 2013
Master's of Science in Accounting, Accounting, 3.92 / 4.00
Anthem, Inc. March 2015 - Present
London Witte & Company, LLP November 2013 - January 2015
Charles Schwab June 2011 - November 2013
The Walgreen Company November 2001 - February 2011
Skills
Finance, Accounting
Education
Indiana University-Purdue University at Indianapolis 2011 — 2013
Master's of Science in Accounting, Accounting, 3.92 / 4.00
Nathan Hirtzel's Charles Schwab Experience April 2015 - Present
Job Estate Services Associate at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2015 - Present
Indiana Army National Guard October 2014 - Present
Allstate July 2013 - October 2013
Allstate May 2013 - July 2013
Tipton Municipal Golf Course May 2009 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service
Education
Indiana University Bloomington 2010 — 2014
Bachelor of Arts (BA), Economics
Charles Schwab April 2015 - Present
Indiana Army National Guard October 2014 - Present
Allstate July 2013 - October 2013
Allstate May 2013 - July 2013
Tipton Municipal Golf Course May 2009 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service
Education
Indiana University Bloomington 2010 — 2014
Bachelor of Arts (BA), Economics
Abbey Box's Charles Schwab Experience 2000 - 2000
Job Accountant IV at Commonwealth of Kentucky, State Treasury
Industry Research
Experience
Commonwealth of Kentucky, State Treasury May 2013 - Present
Kentucky Higher Education Student Loan Corporation December 2011 - Present
Earth Tools Inc April 2009 - November 2011
Double-Take Software April 2006 - November 2009
Charles Schwab 2000 - 2000
Skills
Sales, Disaster Recovery, Windows, Windows 7, Customer Service, Leadership
Education
Indiana University-Purdue University at Indianapolis 1985 — 1998
Associates, General Studies/Minor in Psychology
Ivy Tech Community College
Accounting
Commonwealth of Kentucky, State Treasury May 2013 - Present
Kentucky Higher Education Student Loan Corporation December 2011 - Present
Earth Tools Inc April 2009 - November 2011
Double-Take Software April 2006 - November 2009
Charles Schwab 2000 - 2000
Skills
Sales, Disaster Recovery, Windows, Windows 7, Customer Service, Leadership
Education
Indiana University-Purdue University at Indianapolis 1985 — 1998
Associates, General Studies/Minor in Psychology
Ivy Tech Community College
Accounting
Jarod Opheim's Charles Schwab Experience July 2013 - July 2015
Job Corporate Financial Analyst
Industry Telecommunications
Experience
Zayo Group August 2015 - Present
Charles Schwab July 2013 - July 2015
Indiana University Bloomington August 2010 - April 2013
NFL Experience/Party Planners West, Inc. January 2012 - February 2012
Indiana Ice May 2010 - August 2010
US Army May 2006 - September 2008
US Army April 2007 - June 2008
Skills
Proficient in Excel,..., Leadership Development, Problem Solving, Community Relations, Promotions, Detail Orientation, Organization, Customer Service, Finance, Business
Education
Indiana University Bloomington 2009 — 2013
BS, Sport and Fitness Administration/Management, 3.74/4.0
Zayo Group August 2015 - Present
Charles Schwab July 2013 - July 2015
Indiana University Bloomington August 2010 - April 2013
NFL Experience/Party Planners West, Inc. January 2012 - February 2012
Indiana Ice May 2010 - August 2010
US Army May 2006 - September 2008
US Army April 2007 - June 2008
Skills
Proficient in Excel,..., Leadership Development, Problem Solving, Community Relations, Promotions, Detail Orientation, Organization, Customer Service, Finance, Business
Education
Indiana University Bloomington 2009 — 2013
BS, Sport and Fitness Administration/Management, 3.74/4.0
Jeff Zenno's Charles Schwab Experience February 2000 - December 2002
Job Director of IT at Science Care
Industry Information Technology and Services
Experience
Science Care February 2013 - Present
Science Care October 2009 - January 2013
Science Care February 2007 - October 2009
Rels October 2004 - February 2007
Rels August 2003 - October 2004
Charles Schwab February 2000 - December 2002
Charles Schwab October 1998 - January 2000
Skills
Failover Cluster..., Hyper-V, Virtualization, Cloud Computing, Vendor Management, IT Strategy, Enterprise Architecture, Active Directory, Group Policy, Citrix, IT Management, Enterprise Software, IT Infrastructure..., IT Infrastructure Design, Network Architecture, Network Administration, Networking, SharePoint, Microsoft SQL Server, Microsoft Exchange, Windows Server, DHCP, Citrix XenApp, IT Operations, Microsoft Certified..., Technical Support, Certificate Authority, Process Improvement, Management, Databases, SQL, CRM, Project Management, Business Analysis, VoIP, Integration, Routers, Strategic Planning, Data Center, Disaster Recovery, Leadership, VMware, Security, Business Intelligence
Education
University of Phoenix 2010 — 2012
Master, Information Systems
Techskills 2002 — 2004
IT Certifications, MCSE, MCSA, MCDBA, A+ & Network+
Indiana University of Pennsylvania 1992 — 1997
BA, History
Science Care February 2013 - Present
Science Care October 2009 - January 2013
Science Care February 2007 - October 2009
Rels October 2004 - February 2007
Rels August 2003 - October 2004
Charles Schwab February 2000 - December 2002
Charles Schwab October 1998 - January 2000
Skills
Failover Cluster..., Hyper-V, Virtualization, Cloud Computing, Vendor Management, IT Strategy, Enterprise Architecture, Active Directory, Group Policy, Citrix, IT Management, Enterprise Software, IT Infrastructure..., IT Infrastructure Design, Network Architecture, Network Administration, Networking, SharePoint, Microsoft SQL Server, Microsoft Exchange, Windows Server, DHCP, Citrix XenApp, IT Operations, Microsoft Certified..., Technical Support, Certificate Authority, Process Improvement, Management, Databases, SQL, CRM, Project Management, Business Analysis, VoIP, Integration, Routers, Strategic Planning, Data Center, Disaster Recovery, Leadership, VMware, Security, Business Intelligence
Education
University of Phoenix 2010 — 2012
Master, Information Systems
Techskills 2002 — 2004
IT Certifications, MCSE, MCSA, MCDBA, A+ & Network+
Indiana University of Pennsylvania 1992 — 1997
BA, History
Steven Nurre's Charles Schwab Experience February 2003 - January 2005
Job Financial Market Professional/Trainer/Professional Speaker
Industry Financial Services
Experience
Alpari (UK) Ltd October 2012 - October 2013
PFGBEST October 2011 - October 2012
JSM Investments LLC September 2009 - March 2012
Optionetics September 2006 - March 2010
Investools February 2005 - September 2006
Charles Schwab February 2003 - January 2005
Charles Schwab February 1997 - February 2003
Skills
Trading, Financial Markets, Technical Analysis, Portfolio Management, Foreign Exchange, Options, Derivatives, FX Options, Commodity, Equities, Investments, Trading Systems, Capital Markets, Mutual Funds, Bloomberg, Investment Banking, Sales, FX trading, Wealth Management, Financial Services, Electronic Trading, Asset Management, Hedge Funds, Fixed Income, Alternative Investments, Securities, Financial Risk, Hedging, Trading Strategies, Risk Management, Relationship Management, Currency, Business Development, Business Relationship..., Customer Acquisition, Business Strategy, Engaging Public Speaker, Education, Instructor-led Training, Hands-on Training, Experienced Trainer, Sales Leadership..., Dynamic Trainer, Training, Valuation, Bonds, Leadership, Management, Stocks, Investment Strategies
Education
Indiana University-Purdue University at Indianapolis
Alpari (UK) Ltd October 2012 - October 2013
PFGBEST October 2011 - October 2012
JSM Investments LLC September 2009 - March 2012
Optionetics September 2006 - March 2010
Investools February 2005 - September 2006
Charles Schwab February 2003 - January 2005
Charles Schwab February 1997 - February 2003
Skills
Trading, Financial Markets, Technical Analysis, Portfolio Management, Foreign Exchange, Options, Derivatives, FX Options, Commodity, Equities, Investments, Trading Systems, Capital Markets, Mutual Funds, Bloomberg, Investment Banking, Sales, FX trading, Wealth Management, Financial Services, Electronic Trading, Asset Management, Hedge Funds, Fixed Income, Alternative Investments, Securities, Financial Risk, Hedging, Trading Strategies, Risk Management, Relationship Management, Currency, Business Development, Business Relationship..., Customer Acquisition, Business Strategy, Engaging Public Speaker, Education, Instructor-led Training, Hands-on Training, Experienced Trainer, Sales Leadership..., Dynamic Trainer, Training, Valuation, Bonds, Leadership, Management, Stocks, Investment Strategies
Education
Indiana University-Purdue University at Indianapolis
Ginger Heyne's Charles Schwab Experience December 2008 - Present
Job Financial Professional
Industry Financial Services
Experience
Charles Schwab December 2008 - Present
Aerotek June 2008 - September 2008
Education
Indiana Wesleyan University 2004 — 2008
Bachelor of Science, Psychology
Charles Schwab December 2008 - Present
Aerotek June 2008 - September 2008
Education
Indiana Wesleyan University 2004 — 2008
Bachelor of Science, Psychology
Eric Hom Eric Hom's Charles Schwab Experience July 2015 - Present
Job Financial Consultant Academy | Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2015 - Present
Geneva Healthcare Inc. November 2014 - July 2015
City of San Diego September 2013 - May 2014
CMG Worldwide January 2013 - May 2013
Indiana University Health January 2013 - May 2013
Indiana University Student Outreach Clinic August 2010 - May 2013
California Department of Justice May 2012 - August 2012
Indiana Prosecuting Attorneys Council January 2012 - May 2012
Indiana Legal Services, Inc. May 2011 - August 2011
Marion County Prosecutor's Office May 2011 - August 2011
Skills
Employment Law, Leadership, Editing, Research, Training, Social Media, Program Management, Marketing, Hearings, Strategic Planning, Newsletters, Interviews, Westlaw, Legal Research, Legal Writing, Community Outreach, Litigation, Lexis, Pleadings, Appeals, Courts, Nonprofits, Civil Litigation, Policy, LexisNexis
Education
Indiana University Robert H. McKinney School of Law 2010 — 2013
J.D., Law
University of California, San Diego 2005 — 2009
B.A., Political Science, Psychology, Theatre
Charles Schwab July 2015 - Present
Geneva Healthcare Inc. November 2014 - July 2015
City of San Diego September 2013 - May 2014
CMG Worldwide January 2013 - May 2013
Indiana University Health January 2013 - May 2013
Indiana University Student Outreach Clinic August 2010 - May 2013
California Department of Justice May 2012 - August 2012
Indiana Prosecuting Attorneys Council January 2012 - May 2012
Indiana Legal Services, Inc. May 2011 - August 2011
Marion County Prosecutor's Office May 2011 - August 2011
Skills
Employment Law, Leadership, Editing, Research, Training, Social Media, Program Management, Marketing, Hearings, Strategic Planning, Newsletters, Interviews, Westlaw, Legal Research, Legal Writing, Community Outreach, Litigation, Lexis, Pleadings, Appeals, Courts, Nonprofits, Civil Litigation, Policy, LexisNexis
Education
Indiana University Robert H. McKinney School of Law 2010 — 2013
J.D., Law
University of California, San Diego 2005 — 2009
B.A., Political Science, Psychology, Theatre
LaTasha Webster's Charles Schwab Experience November 2009 - August 2011
Job Event Planner
Industry Hospitality
Experience
Serene Events Management & Productions L.L.C. June 2011 - Present
YMCA of Greater Indianapolis August 2014 - May 2015
Real Taste Catering August 2013 - August 2014
Lumina Foundation April 2014 - July 2014
Charles Schwab November 2009 - August 2011
Skills
Event Management, Event Planning, Weddings, Customer Service, Public Speaking, Leadership
Education
Indiana University-Purdue University at Indianapolis 2011 — 2015
Bachelor of Science (B.S.), Event Management, Tourism & Conventions
Ivy Tech Community College 2004 — 2006
Technical Certificate in Medical Assisting, Medical Assisting
Serene Events Management & Productions L.L.C. June 2011 - Present
YMCA of Greater Indianapolis August 2014 - May 2015
Real Taste Catering August 2013 - August 2014
Lumina Foundation April 2014 - July 2014
Charles Schwab November 2009 - August 2011
Skills
Event Management, Event Planning, Weddings, Customer Service, Public Speaking, Leadership
Education
Indiana University-Purdue University at Indianapolis 2011 — 2015
Bachelor of Science (B.S.), Event Management, Tourism & Conventions
Ivy Tech Community College 2004 — 2006
Technical Certificate in Medical Assisting, Medical Assisting
Elizabeth Magyar's Charles Schwab Experience February 2013 - August 2015
Job
Industry Real Estate
Experience
Russell Real Estate Services August 2015 - Present
Design Stage Create June 2015 - Present
Charles Schwab February 2013 - August 2015
Skills
Marketing, Client Relations, Relationship Building, Microsoft Office, Marketing Strategy, Marketing Communications, Research, Sales, Real Estate, Management
Education
Indiana Wesleyan University
Associate’s Degree, Liberal Arts and Sciences/Liberal Studies
Russell Real Estate Services August 2015 - Present
Design Stage Create June 2015 - Present
Charles Schwab February 2013 - August 2015
Skills
Marketing, Client Relations, Relationship Building, Microsoft Office, Marketing Strategy, Marketing Communications, Research, Sales, Real Estate, Management
Education
Indiana Wesleyan University
Associate’s Degree, Liberal Arts and Sciences/Liberal Studies
Fred Humphrey's Charles Schwab Experience May 2010 - Present
Job Mainframe Security at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2010 - Present
Arizona Public Service (APS) April 2002 - May 2010
US Airways June 1993 - April 1998
Northrop Grumman Corporation February 1987 - May 1993
Skills
z/OS, CA-Top Secret, RACF, SMP/E, IBM Mainframe, ISPF, TSO, unix services...
Education
Indiana University-Purdue University at Indianapolis
Bachelor of Science (BS), Computer Technology/Computer Systems Technology
Charles Schwab May 2010 - Present
Arizona Public Service (APS) April 2002 - May 2010
US Airways June 1993 - April 1998
Northrop Grumman Corporation February 1987 - May 1993
Skills
z/OS, CA-Top Secret, RACF, SMP/E, IBM Mainframe, ISPF, TSO, unix services...
Education
Indiana University-Purdue University at Indianapolis
Bachelor of Science (BS), Computer Technology/Computer Systems Technology
Kevin Aaron's Charles Schwab Experience 1999 - 2000
Job Private Wealth Advisor at CenterPoint Wealth Management
Industry Financial Services
Experience
Ronald Blue & Co. June 2014 - July 2015
Simons Bitzer & Associates May 2004 - May 2014
Haney CPA Group, PC September 2001 - April 2004
True Tax Associates, Inc. 1993 - 2001
Charles Schwab 1999 - 2000
Blue & Co., LLC 1991 - 1993
Skills
Tax, Accounting, Tax Preparation, Strategic Financial..., Income Tax, Financial Reporting, CPA, Cash Flow, Financial Modeling, Tax Accounting, QuickBooks, Corporate Tax, Accounts Payable, Financial Planning
Education
Indiana University Bloomington 1986 — 1991
B.S., Accounting
Ronald Blue & Co. June 2014 - July 2015
Simons Bitzer & Associates May 2004 - May 2014
Haney CPA Group, PC September 2001 - April 2004
True Tax Associates, Inc. 1993 - 2001
Charles Schwab 1999 - 2000
Blue & Co., LLC 1991 - 1993
Skills
Tax, Accounting, Tax Preparation, Strategic Financial..., Income Tax, Financial Reporting, CPA, Cash Flow, Financial Modeling, Tax Accounting, QuickBooks, Corporate Tax, Accounts Payable, Financial Planning
Education
Indiana University Bloomington 1986 — 1991
B.S., Accounting
Brad Titus's Charles Schwab Experience November 2011 - November 2013
Job Writing | Editing | Communications
Industry Public Relations and Communications
Experience
bltitus.com January 2010 - Present
National Trade Supply September 2014 - April 2015
MSD Perry Township January 2014 - September 2014
Charles Schwab November 2011 - November 2013
ChaCha July 2011 - November 2011
ChaCha February 2011 - July 2011
Sequoia Technologies IMS October 2010 - February 2011
Sequoia Technologies IMS April 2010 - October 2010
JP Morgan Chase May 2009 - March 2010
National City Bank August 2008 - May 2009
Skills
Marketing, Web Marketing, Content Strategy, Program Development, Social Media, SEO, Social Media Marketing, Salesforce.com, Web Analytics, Marketing Strategy, Social Networking, Online Marketing, Public Relations, Strategy, CRM, Management, Business Development, Press Releases, Start-ups, Training, Customer Service, Blogging, Microsoft Office, Sales, Leadership
Education
Indiana University-Purdue University at Indianapolis 2014 — 2017
Bachelor of Science (BS), Computer Engineering
Indiana University-Purdue University at Indianapolis 2000 — 2009
Bachelors of Arts, English and Political Science
Southport High School 1996 — 2000
Diploma, General
bltitus.com January 2010 - Present
National Trade Supply September 2014 - April 2015
MSD Perry Township January 2014 - September 2014
Charles Schwab November 2011 - November 2013
ChaCha July 2011 - November 2011
ChaCha February 2011 - July 2011
Sequoia Technologies IMS October 2010 - February 2011
Sequoia Technologies IMS April 2010 - October 2010
JP Morgan Chase May 2009 - March 2010
National City Bank August 2008 - May 2009
Skills
Marketing, Web Marketing, Content Strategy, Program Development, Social Media, SEO, Social Media Marketing, Salesforce.com, Web Analytics, Marketing Strategy, Social Networking, Online Marketing, Public Relations, Strategy, CRM, Management, Business Development, Press Releases, Start-ups, Training, Customer Service, Blogging, Microsoft Office, Sales, Leadership
Education
Indiana University-Purdue University at Indianapolis 2014 — 2017
Bachelor of Science (BS), Computer Engineering
Indiana University-Purdue University at Indianapolis 2000 — 2009
Bachelors of Arts, English and Political Science
Southport High School 1996 — 2000
Diploma, General
Desiree Wrigley Jarvis Desiree Wrigley Jarvis's Charles Schwab Experience 2006 - 2006
Job Job Seeker, Financial Services, Client Service/Administrative Assistant
Industry Financial Services
Experience
Job Seeker February 2015 - Present
Wells Fargo Advisors Financial Network 2009 - 2015
STAR Investment Services 2007 - 2009
Charles Schwab 2006 - 2006
Skills
Customer Service, Outlook, Microsoft Excel, Microsoft Word, Series 7, Sales, Finance, Financial Analysis, Investments, Series 66, Securities, Financial Services, Financial Markets, Financial Management..., Client Services, Client Relations, Economics, Business, Financial Economics, Business Economics
Education
University of Indianapolis 2004 — 2005
Bachelor’s Degree, Economics and Finance, 3.8 GPA
Indiana University-Purdue University at Indianapolis 2003 — 2004
Western Michigan University 2001 — 2003
Job Seeker February 2015 - Present
Wells Fargo Advisors Financial Network 2009 - 2015
STAR Investment Services 2007 - 2009
Charles Schwab 2006 - 2006
Skills
Customer Service, Outlook, Microsoft Excel, Microsoft Word, Series 7, Sales, Finance, Financial Analysis, Investments, Series 66, Securities, Financial Services, Financial Markets, Financial Management..., Client Services, Client Relations, Economics, Business, Financial Economics, Business Economics
Education
University of Indianapolis 2004 — 2005
Bachelor’s Degree, Economics and Finance, 3.8 GPA
Indiana University-Purdue University at Indianapolis 2003 — 2004
Western Michigan University 2001 — 2003
Karma Ford Sullivan's Charles Schwab Experience September 2014 - Present
Job Visa Disputes at Charles Schwab
Industry Investment Management
Experience
Charles Schwab September 2014 - Present
Charles Schwab January 2012 - September 2014
Kidstage January 2011 - January 2013
Skills
Customer Service, Courts, Criminal Law, Investments, Leadership, Microsoft Office, Public Speaking, Strategic Planning
Education
Indiana University—Purdue University Fort Wayne 1995 — 1998
Associates, Criminal Justice
Charles Schwab September 2014 - Present
Charles Schwab January 2012 - September 2014
Kidstage January 2011 - January 2013
Skills
Customer Service, Courts, Criminal Law, Investments, Leadership, Microsoft Office, Public Speaking, Strategic Planning
Education
Indiana University—Purdue University Fort Wayne 1995 — 1998
Associates, Criminal Justice
Kathryn Hines's Charles Schwab Experience June 2014 - August 2014
Job
Industry Financial Services
Experience
Charles Schwab June 2014 - August 2014
Indiana University October 2013 - May 2014
Hartford City Public Pool June 2009 - September 2011
Skills
Team Leadership, Creative Problem Solving, Public Speaking, Strategic Planning, Time Management, Listening, Analytical Reasoning, Negotiation, Creative Writing, Conflict Resolution, Research, Microsoft Excel, Advertising, Finance, Photoshop, Critical Thinking
Education
IUPUI, Kelley School of Business 2011 — 2015
Bachelor’s Degree, Finance and Economics
Charles Schwab June 2014 - August 2014
Indiana University October 2013 - May 2014
Hartford City Public Pool June 2009 - September 2011
Skills
Team Leadership, Creative Problem Solving, Public Speaking, Strategic Planning, Time Management, Listening, Analytical Reasoning, Negotiation, Creative Writing, Conflict Resolution, Research, Microsoft Excel, Advertising, Finance, Photoshop, Critical Thinking
Education
IUPUI, Kelley School of Business 2011 — 2015
Bachelor’s Degree, Finance and Economics
Vince Payne's Charles Schwab Experience November 2010 - August 2011
Job Site Manager & Safety Coordinator
Industry Human Resources
Experience
Two Men and a Truck April 2013 - Present
Citizens Energy Group November 2011 - April 2013
US Army March 2010 - November 2011
Charles Schwab November 2010 - August 2011
Anytime Fitness May 2008 - March 2010
Health Markets December 2005 - June 2008
Dowagiac Union High School 1997 - 2005
Madison County Youth Center June 2002 - July 2004
YMCA Camp Eberhart January 2000 - June 2002
Skills
Coaching, Teaching, Microsoft Office, Personal Training, Team Building, Strength & Conditioning, Public Speaking, Strategic Planning, Sales Management, Leadership Development, Customer Service, Team Leadership, Event Planning, Entrepreneurship, Leadership, Employee Benefits, Insurance, Management
Education
Indiana University-Purdue University at Indianapolis 2010 — 2013
Bachelors degree, Behavioral Sciences & Sports Management, Graduated
Two Men and a Truck April 2013 - Present
Citizens Energy Group November 2011 - April 2013
US Army March 2010 - November 2011
Charles Schwab November 2010 - August 2011
Anytime Fitness May 2008 - March 2010
Health Markets December 2005 - June 2008
Dowagiac Union High School 1997 - 2005
Madison County Youth Center June 2002 - July 2004
YMCA Camp Eberhart January 2000 - June 2002
Skills
Coaching, Teaching, Microsoft Office, Personal Training, Team Building, Strength & Conditioning, Public Speaking, Strategic Planning, Sales Management, Leadership Development, Customer Service, Team Leadership, Event Planning, Entrepreneurship, Leadership, Employee Benefits, Insurance, Management
Education
Indiana University-Purdue University at Indianapolis 2010 — 2013
Bachelors degree, Behavioral Sciences & Sports Management, Graduated
Sheila Haisley Hawes's Charles Schwab Experience September 1999 - June 2005
Job Realtor
Industry Real Estate
Experience
Century 21 Rasmussen Company, Inc. June 2015 - Present
Vibe Interiors + Staging May 2011 - May 2015
Roche Diagnostics August 2005 - January 2010
Charles Schwab September 1999 - June 2005
Raytheon Technical Svc June 1996 - September 1999
Systems Maintenance and Technology November 1994 - May 1996
United States Air Force September 1987 - June 1992
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, National Association of...
Education
Indiana University-Purdue University at Indianapolis
Bachelor's degree
Century 21 Rasmussen Company, Inc. June 2015 - Present
Vibe Interiors + Staging May 2011 - May 2015
Roche Diagnostics August 2005 - January 2010
Charles Schwab September 1999 - June 2005
Raytheon Technical Svc June 1996 - September 1999
Systems Maintenance and Technology November 1994 - May 1996
United States Air Force September 1987 - June 1992
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, National Association of...
Education
Indiana University-Purdue University at Indianapolis
Bachelor's degree
Penny Heppen's Charles Schwab Experience January 2005 - May 2008
Job Senior Living Advisor at A Place For Mom
Industry Financial Services
Experience
A Place For Mom July 2015 - Present
Futurity IT November 2013 - Present
Ace Medical Supply March 2008 - November 2013
H&R Block December 2008 - April 2011
Charles Schwab January 2005 - May 2008
Carpenter Realtors December 2000 - May 2005
Skills
Investment Properties, Customer Service, Real Estate, Project Management, Selling, Public Speaking, Sales, Financial Analysis, Loans, Negotiation, Credit, Marketing, Fundraising, Small Business, Budgets, Team Building, Leadership, Account Management, Sales Management, Management
Education
Indiana Wesleyan University 2000 — 2003
Bachelors degree, Business Administration, Management and Operations
ISMA 2005 — 2006
Certification, Medical Terminology & Coding
FC Tucker 2000 — 2000
Realtor, Real Estate
AD Banker 2008 — 2008
Agents License, Life & Health Insurance
A Place For Mom July 2015 - Present
Futurity IT November 2013 - Present
Ace Medical Supply March 2008 - November 2013
H&R Block December 2008 - April 2011
Charles Schwab January 2005 - May 2008
Carpenter Realtors December 2000 - May 2005
Skills
Investment Properties, Customer Service, Real Estate, Project Management, Selling, Public Speaking, Sales, Financial Analysis, Loans, Negotiation, Credit, Marketing, Fundraising, Small Business, Budgets, Team Building, Leadership, Account Management, Sales Management, Management
Education
Indiana Wesleyan University 2000 — 2003
Bachelors degree, Business Administration, Management and Operations
ISMA 2005 — 2006
Certification, Medical Terminology & Coding
FC Tucker 2000 — 2000
Realtor, Real Estate
AD Banker 2008 — 2008
Agents License, Life & Health Insurance
Todd Bouslog's Charles Schwab Experience September 1999 - August 2001
Job Construction Field Superintendent at S&B Construction Group
Industry Construction
Experience
S&B Construction Group July 2014 - Present
CRG Residential, LLC. May 2009 - June 2014
Herman & Kittle Properties, Inc. May 2005 - May 2009
Portrait Homes, A Division of Pasquinelli Homes of Chicago November 2003 - May 2005
Dura Builders August 2001 - November 2003
Military: Indiana Army National Guard December 1985 - November 2001
Charles Schwab September 1999 - August 2001
The Estridge Companies October 1996 - September 1999
Army Corp of Engineers, Camp Atterbury, Indiana May 1996 - October 1996
Skills
Excavation, Surveys, Pile Foundations, Grade Beam Foundations, Peir Foundations, Framing, HAVC Rough, Plumbing Rough, Siding, Brick Install, Drywall, Interior Trim, Flooring, Hardwood Flooring, Carpet, Roofing, Interior Finishes, Interior Punch Out., HVAC Finishes, Electrical Finishes, Plumbing Finishes, Electrical Rough, Landscape, Seeing Punch Items to..., Excel, Construction, Word, PowerPoint, Outlook, MS Project, Residential, HVAC, Electrical, Contract Management, Budgeting, Problem Solving, Scheduling, Customer Service, Microsoft Office, Construction Management, Supervisory Skills, Process Scheduler, Budgets, Residential Homes, Change Orders, Microsoft Excel, Pre-construction, Roofers, Subcontracting, Microsoft Word
Education
Indiana University-Purdue University at Indianapolis 1995 — 1997
BS, Construction Management
Indiana University-Purdue University at Indianapolis 1995 — 1997
AS, Applied Science in Civil Engineering
Indiana University-Purdue University at Indianapolis 1995 — 1997
AS, Applied Science in Architectural Technology
Vincennes University 1987 — 1990
AS, Applied Science in Aviation Flight
Vincennes University 1987 — 1990
AS, Applied Science in Drafting Technology
S&B Construction Group July 2014 - Present
CRG Residential, LLC. May 2009 - June 2014
Herman & Kittle Properties, Inc. May 2005 - May 2009
Portrait Homes, A Division of Pasquinelli Homes of Chicago November 2003 - May 2005
Dura Builders August 2001 - November 2003
Military: Indiana Army National Guard December 1985 - November 2001
Charles Schwab September 1999 - August 2001
The Estridge Companies October 1996 - September 1999
Army Corp of Engineers, Camp Atterbury, Indiana May 1996 - October 1996
Skills
Excavation, Surveys, Pile Foundations, Grade Beam Foundations, Peir Foundations, Framing, HAVC Rough, Plumbing Rough, Siding, Brick Install, Drywall, Interior Trim, Flooring, Hardwood Flooring, Carpet, Roofing, Interior Finishes, Interior Punch Out., HVAC Finishes, Electrical Finishes, Plumbing Finishes, Electrical Rough, Landscape, Seeing Punch Items to..., Excel, Construction, Word, PowerPoint, Outlook, MS Project, Residential, HVAC, Electrical, Contract Management, Budgeting, Problem Solving, Scheduling, Customer Service, Microsoft Office, Construction Management, Supervisory Skills, Process Scheduler, Budgets, Residential Homes, Change Orders, Microsoft Excel, Pre-construction, Roofers, Subcontracting, Microsoft Word
Education
Indiana University-Purdue University at Indianapolis 1995 — 1997
BS, Construction Management
Indiana University-Purdue University at Indianapolis 1995 — 1997
AS, Applied Science in Civil Engineering
Indiana University-Purdue University at Indianapolis 1995 — 1997
AS, Applied Science in Architectural Technology
Vincennes University 1987 — 1990
AS, Applied Science in Aviation Flight
Vincennes University 1987 — 1990
AS, Applied Science in Drafting Technology
Connie Cookman's Charles Schwab Experience September 1995 - October 2007
Job Director of Operations
Industry Computer Software
Experience
His Place Productions LLC June 2013 - Present
Pendleton Christian Church November 2007 - July 2011
Charles Schwab September 1995 - October 2007
Resort Condominiums International September 1983 - September 1995
Skills
Management, Strategy, Leadership, Business Intelligence, Event Planning, Budgets, Strategic Planning, Team Building, Customer Service, Microsoft Office, Public Speaking
Education
Indiana Wesleyan University
His Place Productions LLC June 2013 - Present
Pendleton Christian Church November 2007 - July 2011
Charles Schwab September 1995 - October 2007
Resort Condominiums International September 1983 - September 1995
Skills
Management, Strategy, Leadership, Business Intelligence, Event Planning, Budgets, Strategic Planning, Team Building, Customer Service, Microsoft Office, Public Speaking
Education
Indiana Wesleyan University
Deb Kraus's Charles Schwab Experience May 1997 - June 1998
Job Open to new opportunities!
Industry Consumer Services
Experience
My Father's Garden Health and Wellness August 2015 - Present
AHEPA Management Company July 2009 - September 2014
Osram Sylvania March 2005 - July 2009
Deflecto Corporation November 2002 - March 2005
ADP June 1999 - November 2002
Conseco June 1998 - July 1999
Charles Schwab May 1997 - June 1998
Skills
Customer Service, PowerPoint, Team Building, Microsoft Office, People-oriented, Service Coordination, Senior Services, Social Services, Public Speaking, Aging in Place, Connecting People, Referrals, Wellness, Coordination, Online Research, Humor, Conscientious, Exceptional Listener, Account Management, Medicare, SAP, Microsoft Excel, Program Development, Medicaid, Case Managment, Community Outreach, Nonprofits, Administration, Leadership, Problem Solving, Process Improvement, Training, Management
Education
Indiana University-Purdue University at Fort Wayne
Associate of Arts (A.A.), Mental Health Technology
Indiana Wesleyan University 2006 — 2011
BA, Business Management
My Father's Garden Health and Wellness August 2015 - Present
AHEPA Management Company July 2009 - September 2014
Osram Sylvania March 2005 - July 2009
Deflecto Corporation November 2002 - March 2005
ADP June 1999 - November 2002
Conseco June 1998 - July 1999
Charles Schwab May 1997 - June 1998
Skills
Customer Service, PowerPoint, Team Building, Microsoft Office, People-oriented, Service Coordination, Senior Services, Social Services, Public Speaking, Aging in Place, Connecting People, Referrals, Wellness, Coordination, Online Research, Humor, Conscientious, Exceptional Listener, Account Management, Medicare, SAP, Microsoft Excel, Program Development, Medicaid, Case Managment, Community Outreach, Nonprofits, Administration, Leadership, Problem Solving, Process Improvement, Training, Management
Education
Indiana University-Purdue University at Fort Wayne
Associate of Arts (A.A.), Mental Health Technology
Indiana Wesleyan University 2006 — 2011
BA, Business Management
Darice Rene's Charles Schwab Experience April 2007 - August 2009
Job Blogger at Freelance
Industry Events Services
Experience
Naturalistas in Nap December 2011 - Present
Freelance January 2009 - Present
Royal United Mortgage August 2009 - February 2012
Charles Schwab April 2007 - August 2009
HSBC February 2006 - February 2007
Skills
Research, Teaching, Marketing Strategy, Social Media Marketing, Community Development, Communication, Training Delivery, Public Speaking, Marketing, Leadership, Team Building, Sales, Event Planning, Public Relations
Education
Indiana Wesleyan University
Master of Science (MS), Management
Indiana University Bloomington
BS, Marketing
Naturalistas in Nap December 2011 - Present
Freelance January 2009 - Present
Royal United Mortgage August 2009 - February 2012
Charles Schwab April 2007 - August 2009
HSBC February 2006 - February 2007
Skills
Research, Teaching, Marketing Strategy, Social Media Marketing, Community Development, Communication, Training Delivery, Public Speaking, Marketing, Leadership, Team Building, Sales, Event Planning, Public Relations
Education
Indiana Wesleyan University
Master of Science (MS), Management
Indiana University Bloomington
BS, Marketing
T. Julian Gipson's Charles Schwab Experience 1990 - 1993
Job Celebrity Agent/Consultant/Producer
Industry Entertainment
Experience
Celebrity Marketing Architect/Producer 2010 - Present
Montgomery Zukerman Davis January 2006 - Present
JULIAN GIPSON CELEBRITY MEDIA & MANAGEMENT January 1997 - Present
Brilliant Consulting 2001 - 2006
IBM 1996 - 2001
Charles Schwab 1990 - 1993
Skills
Corporate Branding, Promotions, Film/Music Production, Celebrity Agent, BOARD PRESIDENT DJ's..., Board President DJ's..., Celebrity, Social Media Marketing, Blogging, Advertising, Public Relations, Marketing Strategy, Marketing, Event Planning, Digital Media, Marketing Communications, Video, Strategic Partnerships, Sponsorship, Entertainment, Brand Development, Integrated Marketing, Event Management, Strategy, Film, Creative Direction, Social Networking, Digital Marketing, Sales, New Media, Public Speaking, Television
Education
Indiana University Bloomington 1992 — 1996
UCLA Film School
Celebrity Marketing Architect/Producer 2010 - Present
Montgomery Zukerman Davis January 2006 - Present
JULIAN GIPSON CELEBRITY MEDIA & MANAGEMENT January 1997 - Present
Brilliant Consulting 2001 - 2006
IBM 1996 - 2001
Charles Schwab 1990 - 1993
Skills
Corporate Branding, Promotions, Film/Music Production, Celebrity Agent, BOARD PRESIDENT DJ's..., Board President DJ's..., Celebrity, Social Media Marketing, Blogging, Advertising, Public Relations, Marketing Strategy, Marketing, Event Planning, Digital Media, Marketing Communications, Video, Strategic Partnerships, Sponsorship, Entertainment, Brand Development, Integrated Marketing, Event Management, Strategy, Film, Creative Direction, Social Networking, Digital Marketing, Sales, New Media, Public Speaking, Television
Education
Indiana University Bloomington 1992 — 1996
UCLA Film School
Heath Henson's Charles Schwab Experience September 1999 - Present
Job Portfolio Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 1999 - Present
Emergent Mortgage Corporation December 1995 - April 1999
Banc One Financial January 1992 - November 1995
Education
Indiana University Bloomington 1987 — 1991
Bachelor of Science (BS), Marketing/Management
Charles Schwab September 1999 - Present
Emergent Mortgage Corporation December 1995 - April 1999
Banc One Financial January 1992 - November 1995
Education
Indiana University Bloomington 1987 — 1991
Bachelor of Science (BS), Marketing/Management
Deitra McGuire, M.S. HRD's Charles Schwab Experience September 2006 - August 2007
Job HR Advisor | University Recruiter | Career Coach | Trainer | Talent Management | HR Manager at GE Aviation
Industry Aviation & Aerospace
Experience
GE Aviation September 2014 - Present
GE Aviation August 2011 - August 2014
Independent Consultant February 2009 - August 2011
Raytheon July 2010 - May 2011
Cummins, Inc August 2007 - May 2009
Charles Schwab September 2006 - August 2007
The Bartech Group (Bartech) June 2005 - April 2006
Volt Technical Resources June 2004 - June 2005
Skills
Onboarding, Interviewing, Applicant Tracking..., Job Descriptions, Talent Acquisition, Human Resources, OFCCP, Apprenticeships, Performance Management, Employee Relations, Employee Handbooks, Empowerment, Employment Law, Employer Branding, Corporate Events, Job Fairs, Diversity, Employee Engagement, Self Directed Work Teams, Affinity Groups, Interviews, Sourcing, Recruiting, Resume Writing, Screening, Career Counseling, Management, Training, Payroll, College Recruiting, Temporary Staffing, Workforce Planning, Deferred Compensation, Succession Planning, HRIS, Talent Management, Benefits Administration, Taleo, HR Policies, Labor Relations, FMLA, Technical Recruiting, Hiring, Employee Training, New Hire Orientations, Personnel Management, Employee Benefits, Temporary Placement, Career Development, Leadership
Education
Xavier University 2009 — 2011
Master of Science, Human Resource Development
Indiana University-Purdue University at Indianapolis
Bachelor of Science, Organizational Leadership Supervision - OLS
North Central
GE Aviation September 2014 - Present
GE Aviation August 2011 - August 2014
Independent Consultant February 2009 - August 2011
Raytheon July 2010 - May 2011
Cummins, Inc August 2007 - May 2009
Charles Schwab September 2006 - August 2007
The Bartech Group (Bartech) June 2005 - April 2006
Volt Technical Resources June 2004 - June 2005
Skills
Onboarding, Interviewing, Applicant Tracking..., Job Descriptions, Talent Acquisition, Human Resources, OFCCP, Apprenticeships, Performance Management, Employee Relations, Employee Handbooks, Empowerment, Employment Law, Employer Branding, Corporate Events, Job Fairs, Diversity, Employee Engagement, Self Directed Work Teams, Affinity Groups, Interviews, Sourcing, Recruiting, Resume Writing, Screening, Career Counseling, Management, Training, Payroll, College Recruiting, Temporary Staffing, Workforce Planning, Deferred Compensation, Succession Planning, HRIS, Talent Management, Benefits Administration, Taleo, HR Policies, Labor Relations, FMLA, Technical Recruiting, Hiring, Employee Training, New Hire Orientations, Personnel Management, Employee Benefits, Temporary Placement, Career Development, Leadership
Education
Xavier University 2009 — 2011
Master of Science, Human Resource Development
Indiana University-Purdue University at Indianapolis
Bachelor of Science, Organizational Leadership Supervision - OLS
North Central
Darryl Nunn, II's Charles Schwab Experience March 2013 - February 2015
Job Direct Sales Ambassador at Fathom Voice
Industry Computer Software
Experience
Fathom Voice March 2015 - Present
Charles Schwab March 2013 - February 2015
Fastenal April 2010 - March 2013
Skills
Series 7, Series 63, Salesforce.com, Microsoft Office, Customer Service, Business Relationship..., Management, Finance, Stock Trading, Direct Sales, Social Networking, Public Speaking, Social Media, Microsoft Word, Event Planning, Sales, Leadership, PowerPoint, Time Management, Marketing
Education
Indiana University-Purdue University at Indianapolis 2008 — 2012
Bachelor of Science (BS), Marketing/Finance, 3.3 Major GPA
Merrillville High School 2004 — 2008
Honors Diploma, Honors
Fathom Voice March 2015 - Present
Charles Schwab March 2013 - February 2015
Fastenal April 2010 - March 2013
Skills
Series 7, Series 63, Salesforce.com, Microsoft Office, Customer Service, Business Relationship..., Management, Finance, Stock Trading, Direct Sales, Social Networking, Public Speaking, Social Media, Microsoft Word, Event Planning, Sales, Leadership, PowerPoint, Time Management, Marketing
Education
Indiana University-Purdue University at Indianapolis 2008 — 2012
Bachelor of Science (BS), Marketing/Finance, 3.3 Major GPA
Merrillville High School 2004 — 2008
Honors Diploma, Honors
Todd McWhirter's Charles Schwab Experience January 2004 - July 2012
Job Investment Advisor, PNC Wealth Management
Industry Investment Management
Experience
PNC May 2015 - Present
Biltmore Family Office, LLC May 2013 - May 2015
Charles Schwab January 2004 - July 2012
Banc One Securities June 2003 - January 2004
Charles Schwab March 1997 - January 2003
Charles Schwab January 1997 - March 1999
Education
Indiana University Bloomington 1992 — 1996
Bachelor of Arts (BA), Psychology
Indiana Military Academy 1991 — 1991
Graduated 2nd Lieutenant, US Army Reserves
PNC May 2015 - Present
Biltmore Family Office, LLC May 2013 - May 2015
Charles Schwab January 2004 - July 2012
Banc One Securities June 2003 - January 2004
Charles Schwab March 1997 - January 2003
Charles Schwab January 1997 - March 1999
Education
Indiana University Bloomington 1992 — 1996
Bachelor of Arts (BA), Psychology
Indiana Military Academy 1991 — 1991
Graduated 2nd Lieutenant, US Army Reserves
Anne Essex's Charles Schwab Experience 2005 - 2007
Job Director of Investment Operations / Associate Financial Representative
Industry Financial Services
Experience
Northwestern Mutual March 2013 - Present
Ameriana Bank December 2009 - March 2013
Charles Schwab 2005 - 2007
Indiana Farm Bureau Insurance February 2003 - October 2005
Skills
Finance, Insurance, Customer Service, Budgets, Marketing, Training, Planning & Execution of..., Attentiveness to Detail, Leadership, Personal Finance, Community Involvement, Banking
Education
Indiana Wesleyan University 1999 — 2003
Bachelor of Science (B.S.), Marketing; Business Administration
Lakeview Christian High School - Marion, IN 1995 — 1999
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Northwestern Mutual March 2013 - Present
Ameriana Bank December 2009 - March 2013
Charles Schwab 2005 - 2007
Indiana Farm Bureau Insurance February 2003 - October 2005
Skills
Finance, Insurance, Customer Service, Budgets, Marketing, Training, Planning & Execution of..., Attentiveness to Detail, Leadership, Personal Finance, Community Involvement, Banking
Education
Indiana Wesleyan University 1999 — 2003
Bachelor of Science (B.S.), Marketing; Business Administration
Lakeview Christian High School - Marion, IN 1995 — 1999
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Stacy Zbaraz's Charles Schwab Experience January 2011 - November 2012
Job Experienced Financial Professional
Industry Financial Services
Experience
AXA Advisors March 2015 - Present
Insight Securitites May 2014 - February 2015
Charles Schwab January 2011 - November 2012
The PrivateBank January 2005 - November 2010
JP Morgan Chase February 1997 - January 2005
Skills
Wealth Management, Asset Allocation, Investment Management
Education
Indiana University Bloomington 1992 — 1996
Bachelor's degree, Public Finance and Management
AXA Advisors March 2015 - Present
Insight Securitites May 2014 - February 2015
Charles Schwab January 2011 - November 2012
The PrivateBank January 2005 - November 2010
JP Morgan Chase February 1997 - January 2005
Skills
Wealth Management, Asset Allocation, Investment Management
Education
Indiana University Bloomington 1992 — 1996
Bachelor's degree, Public Finance and Management
Eileen Sullivan's Charles Schwab Experience September 2000 - August 2001
Job Talent Acquisition Specialist at Roche Diagnostics
Industry Medical Devices
Experience
Roche February 2014 - Present
Lionbridge January 2011 - February 2014
Mack Financial Group October 2002 - October 2010
Capital Group September 2001 - October 2002
Charles Schwab September 2000 - August 2001
Morgan Stanley February 1999 - September 2000
Skills
Project Management, Process Development, Process Improvement, Microsoft Excel, Retirement, Budgets, Product Development, Program Management, Microsoft Office, Management, PowerPoint, Manufacturing, Process Simulation, Team Leadership, Six Sigma, Requirements Analysis, Business Process..., Talent Acquisition, Recruiting, Technical Recruiting, Testing, SDLC, Leadership
Education
Indiana University-Purdue University at Indianapolis
General Studies, Business Minor
Roche February 2014 - Present
Lionbridge January 2011 - February 2014
Mack Financial Group October 2002 - October 2010
Capital Group September 2001 - October 2002
Charles Schwab September 2000 - August 2001
Morgan Stanley February 1999 - September 2000
Skills
Project Management, Process Development, Process Improvement, Microsoft Excel, Retirement, Budgets, Product Development, Program Management, Microsoft Office, Management, PowerPoint, Manufacturing, Process Simulation, Team Leadership, Six Sigma, Requirements Analysis, Business Process..., Talent Acquisition, Recruiting, Technical Recruiting, Testing, SDLC, Leadership
Education
Indiana University-Purdue University at Indianapolis
General Studies, Business Minor
Kevin Poore's Charles Schwab Experience 1997 - 1999
Job Real Property Appraisal Manager at Hamilton County Assessor
Industry Government Administration
Experience
Hamilton County Assessor January 1999 - Present
Charles Schwab 1997 - 1999
Geo. S. Olive Accounting 1996 - 1997
State of Indiana Department Local Government Finance 1992 - 1995
Skills
Appraisals, Public Policy, Policy Analysis, Government, Research, Politics, Economic Development, Program Evaluation, Public Administration, Local Government, Program Management, Community Development, Legislative Relations, Strategic Planning
Education
Indiana University Bloomington 1987 — 1991
Bachelor of Science (BS) - SPEA, Public Policy Analysis
St Peters
Hamilton County Assessor January 1999 - Present
Charles Schwab 1997 - 1999
Geo. S. Olive Accounting 1996 - 1997
State of Indiana Department Local Government Finance 1992 - 1995
Skills
Appraisals, Public Policy, Policy Analysis, Government, Research, Politics, Economic Development, Program Evaluation, Public Administration, Local Government, Program Management, Community Development, Legislative Relations, Strategic Planning
Education
Indiana University Bloomington 1987 — 1991
Bachelor of Science (BS) - SPEA, Public Policy Analysis
St Peters
Trey Thompson's Charles Schwab Experience August 2015 - Present
Job Associate Financial Consultant
Industry Financial Services
Experience
Charles Schwab August 2015 - Present
Charles Schwab June 2013 - August 2015
Hal's Fabulous Vegas Bar and Grille May 2012 - June 2013
Skills
Microsoft Office, Financial Analysis, Public Speaking, Analysis, PowerPoint, Financial Modeling, Microsoft Word, Customer Service, Team Leadership, Teamwork, Social Media, Research, SQL, Accounting, Windows, Photoshop
Education
Indiana University Bloomington 2009 — 2013
Bachelor of Arts (BA), Economics
Charles Schwab August 2015 - Present
Charles Schwab June 2013 - August 2015
Hal's Fabulous Vegas Bar and Grille May 2012 - June 2013
Skills
Microsoft Office, Financial Analysis, Public Speaking, Analysis, PowerPoint, Financial Modeling, Microsoft Word, Customer Service, Team Leadership, Teamwork, Social Media, Research, SQL, Accounting, Windows, Photoshop
Education
Indiana University Bloomington 2009 — 2013
Bachelor of Arts (BA), Economics
Marty Simonsen Marty Simonsen's Charles Schwab Experience March 2015 - Present
Job Manager Technical Client Services at Charles Schwab, Certified BBQ Judge
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
Charles Schwab November 2011 - March 2015
Compliance11 May 2011 - November 2011
DeVry University January 2008 - March 2009
Enterprise Rent-A-Car September 2006 - November 2007
Zucker Sports Management Group May 2005 - August 2005
Skills
Salesforce.com, Training, CRM, Analysis, Customer Service, Project Management, Account Management, Troubleshooting, Vendor Management, Project Planning, Teamwork, Customer Relations, Customer Retention, Problem Solving, Process Improvement, Data Analysis, Coaching, Internet Research, System Testing, Software Training, Online Training, Compliance, Client Services, Customer Satisfaction, Time Management, Parature, Compliance Software, SaaS, Team Building, Testing, User Acceptance Testing, Ticketing Software, Defect Logging, Data Quality Assurance, Software Implementation, Tier 2
Education
Indiana University Bloomington 2004 — 2006
B.S., Marketing and Management
Oakton Community College 2002 — 2004
Associate's, Liberal Arts
Glenbrook North High School 1998 — 2002
Charles Schwab March 2015 - Present
Charles Schwab November 2011 - March 2015
Compliance11 May 2011 - November 2011
DeVry University January 2008 - March 2009
Enterprise Rent-A-Car September 2006 - November 2007
Zucker Sports Management Group May 2005 - August 2005
Skills
Salesforce.com, Training, CRM, Analysis, Customer Service, Project Management, Account Management, Troubleshooting, Vendor Management, Project Planning, Teamwork, Customer Relations, Customer Retention, Problem Solving, Process Improvement, Data Analysis, Coaching, Internet Research, System Testing, Software Training, Online Training, Compliance, Client Services, Customer Satisfaction, Time Management, Parature, Compliance Software, SaaS, Team Building, Testing, User Acceptance Testing, Ticketing Software, Defect Logging, Data Quality Assurance, Software Implementation, Tier 2
Education
Indiana University Bloomington 2004 — 2006
B.S., Marketing and Management
Oakton Community College 2002 — 2004
Associate's, Liberal Arts
Glenbrook North High School 1998 — 2002
Chuk Starrett's Charles Schwab Experience 1995 - 2001
Job Optimization Specialist at BancVue
Industry Banking
Experience
Kasasa by BancVue April 2015 - Present
Buzz Points, Inc. March 2014 - March 2015
Relevant Solutions March 2013 - March 2014
Velocity Solutions, Inc. January 2012 - March 2013
BancVue June 2006 - January 2012
Java Java, LLC 2004 - 2006
NFP Securities 2002 - 2003
Charles Schwab 1995 - 2001
Skills
Banking, Strategic Planning, Process Improvement, Team Building, Risk Management, Management, Account Management, Sales Management, New Business Development, Leadership, Sales, Business Development, Sales Operations, Marketing, Sales Process, Start-ups, Selling, Lead Generation, CRM, Business Planning, Negotiation, Mergers & Acquisitions, Customer Service, Solution Selling, Product Management
Education
Indiana University Bloomington 1987 — 1992
BA Economics
Madison Heights
Kasasa by BancVue April 2015 - Present
Buzz Points, Inc. March 2014 - March 2015
Relevant Solutions March 2013 - March 2014
Velocity Solutions, Inc. January 2012 - March 2013
BancVue June 2006 - January 2012
Java Java, LLC 2004 - 2006
NFP Securities 2002 - 2003
Charles Schwab 1995 - 2001
Skills
Banking, Strategic Planning, Process Improvement, Team Building, Risk Management, Management, Account Management, Sales Management, New Business Development, Leadership, Sales, Business Development, Sales Operations, Marketing, Sales Process, Start-ups, Selling, Lead Generation, CRM, Business Planning, Negotiation, Mergers & Acquisitions, Customer Service, Solution Selling, Product Management
Education
Indiana University Bloomington 1987 — 1992
BA Economics
Madison Heights
Sue Cohen, AIF's Charles Schwab Experience April 2004 - Present
Job Managing Director, Retirement Business Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2004 - Present
Altman & Cronin Benefit Consultants, LLC January 2000 - October 2001
Merrill Lynch September 1993 - September 1999
Skills
Qualified Retirement..., Management, Marketing Communications, Project Management, Product Development, Benefit Plan..., 401k, Defined Contribution, Relationship Management, Retirement
Education
Indiana University Bloomington
BA, Political Science and Spanish
Charles Schwab April 2004 - Present
Altman & Cronin Benefit Consultants, LLC January 2000 - October 2001
Merrill Lynch September 1993 - September 1999
Skills
Qualified Retirement..., Management, Marketing Communications, Project Management, Product Development, Benefit Plan..., 401k, Defined Contribution, Relationship Management, Retirement
Education
Indiana University Bloomington
BA, Political Science and Spanish
Ed Gunnell's Charles Schwab Experience 1993 - 2002
Job Owner, Gunnell Retirement & Estate Planning LLC
Industry Financial Services
Experience
Gunnell Retirement & Estate Planning LLC 2008 - Present
Prudential Financial 2004 - 2008
Bank One 2003 - 2004
Charles Schwab 1993 - 2002
Skills
Retirement, Financial Planners, Mutual Funds, Wealth Management, Succession Planning, Estate Law, Investments, Asset Allocation, Series 7, Retirement Planning, Process Improvement, Risk Management, Vendor Management, Banking, Securities, Investment Advisory, Management, Leadership, Portfolio Management, Team Building, Strategic Planning, Tax Advisory, Tax Preparation
Education
Indiana University Bloomington 1990 — 1993
Finance/Spanish
Plainfield 1987 — 1990
Gunnell Retirement & Estate Planning LLC 2008 - Present
Prudential Financial 2004 - 2008
Bank One 2003 - 2004
Charles Schwab 1993 - 2002
Skills
Retirement, Financial Planners, Mutual Funds, Wealth Management, Succession Planning, Estate Law, Investments, Asset Allocation, Series 7, Retirement Planning, Process Improvement, Risk Management, Vendor Management, Banking, Securities, Investment Advisory, Management, Leadership, Portfolio Management, Team Building, Strategic Planning, Tax Advisory, Tax Preparation
Education
Indiana University Bloomington 1990 — 1993
Finance/Spanish
Plainfield 1987 — 1990
Vishnu Alse's Charles Schwab Experience August 2015 - Present
Job Broker Trainee Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2015 - Present
Indiana University August 2012 - May 2014
Skills
Research, Public Speaking, Higher Education, Event Planning, Social Media, Student Development, Student Affairs, Social Networking, Teamwork, Leadership
Education
Indiana University Bloomington 2011 — 2015
Bachelor of Science (B.S.), Kinesiology and Exercise Science, 3.78/4.00
Charles Schwab August 2015 - Present
Indiana University August 2012 - May 2014
Skills
Research, Public Speaking, Higher Education, Event Planning, Social Media, Student Development, Student Affairs, Social Networking, Teamwork, Leadership
Education
Indiana University Bloomington 2011 — 2015
Bachelor of Science (B.S.), Kinesiology and Exercise Science, 3.78/4.00
Dylan Bronkema's Charles Schwab Experience May 2013 - July 2013
Job Rotation Program Orr Fellow at Roche Diagnostics
Industry Hospital & Health Care
Experience
Roche June 2015 - Present
IP Consulting, Inc. January 2015 - June 2015
Bluebridge Digital September 2014 - November 2014
Cisco May 2014 - August 2014
Charles Schwab May 2013 - July 2013
Skills
Leadership, Marketing, Sports, Public Speaking, Social Networking, CRM, Market Research, Work Ethic, Online Marketing, Salesforce.com, Lead Generation, Communication Skills, Microsoft Office, Problem Solving, Sales, Idea Generation, Lead Management, Writing
Education
Indiana Wesleyan University 2011 — 2014
Bachelor's Degree, Marketing & Business Administration
Roche June 2015 - Present
IP Consulting, Inc. January 2015 - June 2015
Bluebridge Digital September 2014 - November 2014
Cisco May 2014 - August 2014
Charles Schwab May 2013 - July 2013
Skills
Leadership, Marketing, Sports, Public Speaking, Social Networking, CRM, Market Research, Work Ethic, Online Marketing, Salesforce.com, Lead Generation, Communication Skills, Microsoft Office, Problem Solving, Sales, Idea Generation, Lead Management, Writing
Education
Indiana Wesleyan University 2011 — 2014
Bachelor's Degree, Marketing & Business Administration
Damon Martin,MBA's Charles Schwab Experience 1992 - 1995
Job OneAmerica Financial
Industry Financial Services
Experience
OneAmerica Financial Partners Inc. May 2013 - Present
Indiana University Health July 2009 - May 2013
Indiana University Health January 2006 - July 2009
Indiana University Health November 2004 - January 2006
Management Resource Solutions 2001 - 2004
Management Recruiters International January 2000 - January 2001
Household International 1997 - 2001
Golden Rule Insurance 1995 - 1997
Charles Schwab 1992 - 1995
Skills
Leadership, Process Improvement, Training, Performance Management, Management, Human Resources, Recruiting, Strategic Planning, Strategy, Onboarding, Employee Engagement, Talent Management, Organizational..., Employee Benefits, Program Management, CRM, Budgets, Talent Acquisition, Healthcare, Cross-functional Team..., Business Process..., Change Management, Team Building, Employee Training, Hiring, Hospitals, Sourcing, Revenue Cycle, Negotiation, Mergers & Acquisitions, HIPAA, Healthcare Management, Strategic Partnerships, Cerner, Staff Development, EMR, Personnel Management, Series 7, Series 63, Life and Health License
Education
Indiana Wesleyan University 1996 — 1998
MBA, Finance
Indiana University-Purdue University at Indianapolis 1992 — 1997
Communications, Economics
Indiana University Purdue University
Bachelor of Science, Communications
Indiana Wesleyan University
Master of Business Administration
OneAmerica Financial Partners Inc. May 2013 - Present
Indiana University Health July 2009 - May 2013
Indiana University Health January 2006 - July 2009
Indiana University Health November 2004 - January 2006
Management Resource Solutions 2001 - 2004
Management Recruiters International January 2000 - January 2001
Household International 1997 - 2001
Golden Rule Insurance 1995 - 1997
Charles Schwab 1992 - 1995
Skills
Leadership, Process Improvement, Training, Performance Management, Management, Human Resources, Recruiting, Strategic Planning, Strategy, Onboarding, Employee Engagement, Talent Management, Organizational..., Employee Benefits, Program Management, CRM, Budgets, Talent Acquisition, Healthcare, Cross-functional Team..., Business Process..., Change Management, Team Building, Employee Training, Hiring, Hospitals, Sourcing, Revenue Cycle, Negotiation, Mergers & Acquisitions, HIPAA, Healthcare Management, Strategic Partnerships, Cerner, Staff Development, EMR, Personnel Management, Series 7, Series 63, Life and Health License
Education
Indiana Wesleyan University 1996 — 1998
MBA, Finance
Indiana University-Purdue University at Indianapolis 1992 — 1997
Communications, Economics
Indiana University Purdue University
Bachelor of Science, Communications
Indiana Wesleyan University
Master of Business Administration
Donna Kuker's Charles Schwab Experience December 2000 - January 2003
Job Director, Global Alliance Marketing at VMware
Industry Computer Software
Experience
VMware June 2010 - Present
Yahoo! September 2009 - June 2010
Abbott January 2009 - August 2009
Yahoo! June 2007 - December 2008
AAA January 2003 - June 2007
Charles Schwab December 2000 - January 2003
StockPower July 1999 - November 2000
Discover Financial Services April 1991 - June 1999
Skills
Demand Generation, Event Management, Product Marketing, Field Marketing, Sales Enablement, Channel Programs, Social Marketing, Marketing Strategy, Digital Marketing, Customer Acquisition, Direct Marketing, Loyalty Marketing, Advertising, Integrated Marketing, Lead Generation, Cloud Computing, Open Source Software, Product Launch, Salesforce.com, Digital Strategy, Strategy, Customer Insight, Go-to-market Strategy, SaaS, Database Marketing, Campaigns, B2B Marketing, Product Management, Strategic Partnerships, Channel, Messaging, Multi-channel Marketing, Social Media, B2B, Marketing Management, Marketing Automation, Positioning, CRM, SEM, Program Management, Start-ups, Customer Retention, Email Marketing, Strategic Alliances, Channel Partners, Alliance Marketing, Virtualization, X86 Virtualization, Marketing, Enterprise Software
Education
Indiana University Bloomington
Bachelor of Science
VMware June 2010 - Present
Yahoo! September 2009 - June 2010
Abbott January 2009 - August 2009
Yahoo! June 2007 - December 2008
AAA January 2003 - June 2007
Charles Schwab December 2000 - January 2003
StockPower July 1999 - November 2000
Discover Financial Services April 1991 - June 1999
Skills
Demand Generation, Event Management, Product Marketing, Field Marketing, Sales Enablement, Channel Programs, Social Marketing, Marketing Strategy, Digital Marketing, Customer Acquisition, Direct Marketing, Loyalty Marketing, Advertising, Integrated Marketing, Lead Generation, Cloud Computing, Open Source Software, Product Launch, Salesforce.com, Digital Strategy, Strategy, Customer Insight, Go-to-market Strategy, SaaS, Database Marketing, Campaigns, B2B Marketing, Product Management, Strategic Partnerships, Channel, Messaging, Multi-channel Marketing, Social Media, B2B, Marketing Management, Marketing Automation, Positioning, CRM, SEM, Program Management, Start-ups, Customer Retention, Email Marketing, Strategic Alliances, Channel Partners, Alliance Marketing, Virtualization, X86 Virtualization, Marketing, Enterprise Software
Education
Indiana University Bloomington
Bachelor of Science
Rick Presley's Charles Schwab Experience 1996 - Present
Job Financial Services
Industry Financial Services
Experience
Charles Schwab 1996 - Present
Education
Indiana University-Purdue University at Indianapolis
Charles Schwab 1996 - Present
Education
Indiana University-Purdue University at Indianapolis
Siders, Joe's Charles Schwab Experience April 2013 - Present
Job Director Legal at Charles Schwab
Industry Law Practice
Experience
Charles Schwab April 2013 - Present
Winston & Strawn LLP September 2006 - March 2013
Honorable Judge Michael Robbins May 2004 - August 2004
Education
Indiana University Bloomington 2003 — 2006
Doctor of Jurisprudence, Magna Cum Laude
Indiana University Bloomington 1998 — 2002
Bachelor of Arts, with highest distinction,, Political Science and Slavic Languages & Literature
Charles Schwab April 2013 - Present
Winston & Strawn LLP September 2006 - March 2013
Honorable Judge Michael Robbins May 2004 - August 2004
Education
Indiana University Bloomington 2003 — 2006
Doctor of Jurisprudence, Magna Cum Laude
Indiana University Bloomington 1998 — 2002
Bachelor of Arts, with highest distinction,, Political Science and Slavic Languages & Literature
David Botset's Charles Schwab Experience July 2012 - Present
Job Managing Director Product Development & Strategy
Industry Financial Services
Experience
Charles Schwab July 2012 - Present
Guggenheim Investments May 2007 - June 2012
Nuveen Investments August 1997 - May 2007
Skills
Mutual Funds, Exchange Traded Funds, Closed-end Funds, Unit Investment Trusts, Training & Development, Product Development, Product Marketing, Separately Managed..., Product Management, Sales Presentations, ETFs, Media Interviews, Product Strategy, Investment Management
Education
The University of Chicago Booth School of Business 2002 — 2004
MBA, Finance, Accounting & Economics
Indiana University Bloomington
Bachelor of Science (B.S.), Business
Charles Schwab July 2012 - Present
Guggenheim Investments May 2007 - June 2012
Nuveen Investments August 1997 - May 2007
Skills
Mutual Funds, Exchange Traded Funds, Closed-end Funds, Unit Investment Trusts, Training & Development, Product Development, Product Marketing, Separately Managed..., Product Management, Sales Presentations, ETFs, Media Interviews, Product Strategy, Investment Management
Education
The University of Chicago Booth School of Business 2002 — 2004
MBA, Finance, Accounting & Economics
Indiana University Bloomington
Bachelor of Science (B.S.), Business
Derrick Wegner's Charles Schwab Experience December 1999 - July 2001
Job Advertising Sales
Industry Publishing
Experience
Golf Book Publications April 2012 - Present
Golfergimmes.com September 2010 - July 2011
Wegner and Associates August 2009 - September 2010
John Wiley and Sons Inc July 2004 - June 2009
Roche Diagnostics April 2003 - December 2003
Bank One December 2001 - February 2003
Charles Schwab December 1999 - July 2001
Career Solutions Group July 1998 - November 1999
Skills
Marketing Communications, Social Media, Marketing Strategy, Online Advertising, Advertising, Social Media Marketing, Marketing, Digital Marketing, Email Marketing, Public Relations, Copywriting, Market Research
Education
Anderson University 2010 — 2012
Master of Business Administration (M.B.A.), Marketing
Indiana Wesleyan University
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Golf Book Publications April 2012 - Present
Golfergimmes.com September 2010 - July 2011
Wegner and Associates August 2009 - September 2010
John Wiley and Sons Inc July 2004 - June 2009
Roche Diagnostics April 2003 - December 2003
Bank One December 2001 - February 2003
Charles Schwab December 1999 - July 2001
Career Solutions Group July 1998 - November 1999
Skills
Marketing Communications, Social Media, Marketing Strategy, Online Advertising, Advertising, Social Media Marketing, Marketing, Digital Marketing, Email Marketing, Public Relations, Copywriting, Market Research
Education
Anderson University 2010 — 2012
Master of Business Administration (M.B.A.), Marketing
Indiana Wesleyan University
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Ryan Doyle, AIF ®'s Charles Schwab Experience 2000 - 2001
Job Retirement Plan Counselor at American Funds
Industry Financial Services
Experience
American Funds June 2011 - Present
American Funds Distributors July 2009 - January 2012
American Funds January 2004 - June 2009
Edward Jones August 2001 - January 2004
Charles Schwab 2000 - 2001
Skills
401k, Mutual Funds, Investments, Asset Allocation, Series 63, Series 7, Retirement Planning, Finance, Securities, Series 6, Wealth Management, Retirement
Education
Indiana University Bloomington 1996 — 2000
BS, Public Management
American Funds June 2011 - Present
American Funds Distributors July 2009 - January 2012
American Funds January 2004 - June 2009
Edward Jones August 2001 - January 2004
Charles Schwab 2000 - 2001
Skills
401k, Mutual Funds, Investments, Asset Allocation, Series 63, Series 7, Retirement Planning, Finance, Securities, Series 6, Wealth Management, Retirement
Education
Indiana University Bloomington 1996 — 2000
BS, Public Management
Adam Levengood's Charles Schwab Experience August 2007 - July 2008
Job ADP HCM Consultant Indiana and Eastern Illinois
Industry Information Services
Experience
ADP July 2010 - Present
Verizon Business July 2008 - June 2010
Charles Schwab August 2007 - July 2008
Skills
Salesforce.com, Account Management, Solution Selling, Cold Calling, Sales, Sales Process, Sales Presentations, B2B, New Business Development, SaaS, Customer Retention, CRM, Business Development, Lead Generation, Strategic Partnerships, Building Relationships, Leadership, Marketing, Team Leadership, Management, Contract Negotiation, Channel Partners, Call Centers, Strategic Planning, Marketing Strategy, Networking, Start-ups, Competitive Analysis, Customer Service, Forecasting, Direct Sales, Selling, Sales Management, Cross-functional Team..., Product Marketing
Education
Indiana Wesleyan University 2003 — 2007
BA, History, International Relations
ADP July 2010 - Present
Verizon Business July 2008 - June 2010
Charles Schwab August 2007 - July 2008
Skills
Salesforce.com, Account Management, Solution Selling, Cold Calling, Sales, Sales Process, Sales Presentations, B2B, New Business Development, SaaS, Customer Retention, CRM, Business Development, Lead Generation, Strategic Partnerships, Building Relationships, Leadership, Marketing, Team Leadership, Management, Contract Negotiation, Channel Partners, Call Centers, Strategic Planning, Marketing Strategy, Networking, Start-ups, Competitive Analysis, Customer Service, Forecasting, Direct Sales, Selling, Sales Management, Cross-functional Team..., Product Marketing
Education
Indiana Wesleyan University 2003 — 2007
BA, History, International Relations
Kenneth Braden's Charles Schwab Experience December 1995 - October 2005
Job Retirement Planning Consultant at Transamerica
Industry Financial Services
Experience
Transamerica November 2012 - Present
Fidelity Investments October 2010 - April 2012
TIAA-CREF March 2007 - April 2010
Comprehensive Retirement Solutions April 2006 - March 2007
JP Morgan Chase October 2005 - April 2006
Charles Schwab December 1995 - October 2005
US Army May 1989 - October 1997
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Wealth Management, Portfolio Management, Financial Services, Investments, Securities, Investment Advisory, Asset Management, Strategic Financial..., Asset Allocation, Fixed Annuities, Uniform Combined State..., FINRA, Equities, Investment Strategies, Insurance, Risk Management, Sales, Sales Process
Education
Indiana University Bloomington 1988 — 1991
Transamerica November 2012 - Present
Fidelity Investments October 2010 - April 2012
TIAA-CREF March 2007 - April 2010
Comprehensive Retirement Solutions April 2006 - March 2007
JP Morgan Chase October 2005 - April 2006
Charles Schwab December 1995 - October 2005
US Army May 1989 - October 1997
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Wealth Management, Portfolio Management, Financial Services, Investments, Securities, Investment Advisory, Asset Management, Strategic Financial..., Asset Allocation, Fixed Annuities, Uniform Combined State..., FINRA, Equities, Investment Strategies, Insurance, Risk Management, Sales, Sales Process
Education
Indiana University Bloomington 1988 — 1991
Michael Bonne's Charles Schwab Experience March 2007 - Present
Job Senior Manager Reporting
Industry Financial Services
Experience
Charles Schwab March 2007 - Present
RCI July 2005 - March 2007
Skills
Analysis, Analytics, Business Analysis, Call Center, Capacity Planning, Data Analysis, Forecasting, Workforce Management, Process Improvement, ERP, Business Process..., Business Process, Vendor Management
Education
Indiana University South Bend 1983 — 1987
Bachelors, Business and Economics
Charles Schwab March 2007 - Present
RCI July 2005 - March 2007
Skills
Analysis, Analytics, Business Analysis, Call Center, Capacity Planning, Data Analysis, Forecasting, Workforce Management, Process Improvement, ERP, Business Process..., Business Process, Vendor Management
Education
Indiana University South Bend 1983 — 1987
Bachelors, Business and Economics
Eric Spence's Charles Schwab Experience April 1995 - April 1998
Job Utilicast Consultant
Industry Utilities
Experience
Utilicast November 2010 - October 2011
Midwest ISO December 2001 - May 2011
Midwest ISO December 2001 - April 2002
Thomson Consumer Electronics April 1998 - May 2001
Covance May 2000 - December 2000
Charles Schwab April 1995 - April 1998
Skills
Data Center, Project Management, Unix, Solaris, SDLC, Program Management, Process Improvement, Integration, Information Technology, IT Operations, Disaster Recovery, Business Analysis
Education
Indiana University-Purdue University at Indianapolis 1990 — 1992
Utilicast November 2010 - October 2011
Midwest ISO December 2001 - May 2011
Midwest ISO December 2001 - April 2002
Thomson Consumer Electronics April 1998 - May 2001
Covance May 2000 - December 2000
Charles Schwab April 1995 - April 1998
Skills
Data Center, Project Management, Unix, Solaris, SDLC, Program Management, Process Improvement, Integration, Information Technology, IT Operations, Disaster Recovery, Business Analysis
Education
Indiana University-Purdue University at Indianapolis 1990 — 1992
Noah C. Moran's Charles Schwab Experience October 2005 - April 2008
Job Account Executive at Ingram Entertainment
Industry Motion Pictures and Film
Experience
Ryder System, Inc. June 2009 - September 2014
BlueCross BlueShield July 2008 - November 2008
Charles Schwab October 2005 - April 2008
Regent Communications April 2004 - September 2004
Skills
Customer Service, Microsoft Office, Outlook, Microsoft Excel, PowerPoint, Customer Satisfaction, Salesforce.com, Marketing, Sales, Leadership, Microsoft Word, Project Management, Social Media, Account Management, Inventory Management
Education
Indiana University Bloomington 2001 — 2005
Bachelor of Science (B.S.), Sport Communcation- Broadcast
Indiana University Bloomington 2001 — 2005
Bachelor's degree, Sports Communication
Ryder System, Inc. June 2009 - September 2014
BlueCross BlueShield July 2008 - November 2008
Charles Schwab October 2005 - April 2008
Regent Communications April 2004 - September 2004
Skills
Customer Service, Microsoft Office, Outlook, Microsoft Excel, PowerPoint, Customer Satisfaction, Salesforce.com, Marketing, Sales, Leadership, Microsoft Word, Project Management, Social Media, Account Management, Inventory Management
Education
Indiana University Bloomington 2001 — 2005
Bachelor of Science (B.S.), Sport Communcation- Broadcast
Indiana University Bloomington 2001 — 2005
Bachelor's degree, Sports Communication
Dan Evans, MS's Charles Schwab Experience February 2000 - April 2001
Job Manufacturing Supervisor at Eaton Corporation
Industry Electrical/Electronic Manufacturing
Experience
Eaton Corporation September 2012 - Present
Pella Corporation January 2008 - September 2012
Pella Corporation March 2004 - January 2008
Pella Corporation June 2002 - March 2004
Unified Fund Services, Inc. April 2001 - June 2002
Charles Schwab February 2000 - April 2001
Skills
Manufacturing, Cross-functional Team..., Process Improvement, Team Building, Continuous Improvement, Kaizen, Lean Manufacturing, Sales, Customer Service, 5S, Negotiation, Team Leadership, Strategic Planning, Coaching, Budgets
Education
Indiana Wesleyan University 2010 — 2011
Master of Science (MS), Human Resource Management
Purdue University 1994 — 2001
BA, Organizational Leadership and Supervision
Eaton Corporation September 2012 - Present
Pella Corporation January 2008 - September 2012
Pella Corporation March 2004 - January 2008
Pella Corporation June 2002 - March 2004
Unified Fund Services, Inc. April 2001 - June 2002
Charles Schwab February 2000 - April 2001
Skills
Manufacturing, Cross-functional Team..., Process Improvement, Team Building, Continuous Improvement, Kaizen, Lean Manufacturing, Sales, Customer Service, 5S, Negotiation, Team Leadership, Strategic Planning, Coaching, Budgets
Education
Indiana Wesleyan University 2010 — 2011
Master of Science (MS), Human Resource Management
Purdue University 1994 — 2001
BA, Organizational Leadership and Supervision
Jeremy Whereatt's Charles Schwab Experience June 2008 - August 2008
Job Remote Services Team Lead at Interactive Intelligence
Industry Information Technology and Services
Experience
Interactive Intelligence November 2014 - Present
Interactive Intelligence October 2013 - November 2014
Interactive Intelligence April 2012 - October 2013
Interactive Intelligence January 2011 - May 2012
Ingersoll Rand Security Technologies November 2008 - December 2010
Charles Schwab June 2008 - August 2008
Thomson Telecom June 2006 - February 2008
Skills
Testing, Troubleshooting, VoIP, Hardware, System Deployment, Project Management, Technical Support, Management, Windows Server, Data Center, Software Installation
Education
Indiana University-Purdue University at Indianapolis 2006 — 2010
Computer and Information Technology
Lawrence Central H.S.
Interactive Intelligence November 2014 - Present
Interactive Intelligence October 2013 - November 2014
Interactive Intelligence April 2012 - October 2013
Interactive Intelligence January 2011 - May 2012
Ingersoll Rand Security Technologies November 2008 - December 2010
Charles Schwab June 2008 - August 2008
Thomson Telecom June 2006 - February 2008
Skills
Testing, Troubleshooting, VoIP, Hardware, System Deployment, Project Management, Technical Support, Management, Windows Server, Data Center, Software Installation
Education
Indiana University-Purdue University at Indianapolis 2006 — 2010
Computer and Information Technology
Lawrence Central H.S.
Alicia Packwood's Charles Schwab Experience January 2006 - April 2012
Job NICU RN at St.Vincent Health
Industry Hospital & Health Care
Experience
St.Vincent Health October 2014 - Present
Charles Schwab January 2006 - April 2012
Safeco April 2005 - January 2006
Education
Marian University 2012 — 2014
Bachelor's Degree, Registered Nursing/Registered Nurse
Indiana University Bloomington 2000 — 2004
BS
St.Vincent Health October 2014 - Present
Charles Schwab January 2006 - April 2012
Safeco April 2005 - January 2006
Education
Marian University 2012 — 2014
Bachelor's Degree, Registered Nursing/Registered Nurse
Indiana University Bloomington 2000 — 2004
BS
Mark Kochera's Charles Schwab Experience January 2009 - Present
Job Managing Director of Quantitative Analytics
Industry Financial Services
Experience
Charles Schwab January 2009 - Present
Mesirow Financial September 2002 - December 2008
Education
Indiana University
Charles Schwab January 2009 - Present
Mesirow Financial September 2002 - December 2008
Education
Indiana University
Courtney J. (CJ) Prickett's Charles Schwab Experience May 2006 - June 2007
Job Sr. Financial Accounting Analyst at ITT Educational Services, Inc.
Industry Accounting
Experience
ITT Educational Services, Inc. May 2012 - Present
Remy International, Inc July 2008 - May 2012
KPMG, LLP June 2007 - July 2008
Charles Schwab May 2006 - June 2007
OneAmerica Corp August 2005 - April 2006
First Indiana Bank January 2004 - August 2005
Skills
Internal Audit, Auditing, Internal Controls, Risk Assessment, Financial Accounting, Finance, BP Logix, Oracle E-Business Suite, SharePoint, Adobe Acrobat, Financial Reporting, Budget Process, Financial Statements, SOX 404, Sarbanes-Oxley Act, Accounting, Forecasting, Management, Financial Analysis
Education
Indiana Wesleyan University 2008 — 2010
MBA, Accounting
Marian College 1997 — 2001
B.S., Finance
ITT Educational Services, Inc. May 2012 - Present
Remy International, Inc July 2008 - May 2012
KPMG, LLP June 2007 - July 2008
Charles Schwab May 2006 - June 2007
OneAmerica Corp August 2005 - April 2006
First Indiana Bank January 2004 - August 2005
Skills
Internal Audit, Auditing, Internal Controls, Risk Assessment, Financial Accounting, Finance, BP Logix, Oracle E-Business Suite, SharePoint, Adobe Acrobat, Financial Reporting, Budget Process, Financial Statements, SOX 404, Sarbanes-Oxley Act, Accounting, Forecasting, Management, Financial Analysis
Education
Indiana Wesleyan University 2008 — 2010
MBA, Accounting
Marian College 1997 — 2001
B.S., Finance
Cherry Marshall's Charles Schwab Experience 1995 - 1998
Job Clinical Case Management
Industry Pharmaceuticals
Experience
Eli Lilly and Company September 2000 - Present
Bank One 1998 - 2000
Charles Schwab 1995 - 1998
Skills
Finance, Leadership
Education
Indiana University Bloomington 1983 — 1987
B.S., Public Financial Administration
Eli Lilly and Company September 2000 - Present
Bank One 1998 - 2000
Charles Schwab 1995 - 1998
Skills
Finance, Leadership
Education
Indiana University Bloomington 1983 — 1987
B.S., Public Financial Administration
Troy Klunk's Charles Schwab Experience May 2015 - Present
Job Registered Representative (Broker)
Industry Financial Services
Experience
Charles Schwab May 2015 - Present
Charles Schwab October 2014 - May 2015
Caesars Entertainment Corporation March 2009 - July 2014
Caesars Entertainment Corporation February 2008 - March 2009
Caesars Entertainment Corporation January 2003 - January 2008
Skills
Casino, Gaming, Hospitality, Contract Negotiation, Gaming Industry, Resorts, Guest Service, VIP, Team Building, Scheduling, Hiring, Customer Service, Betting, Customer Relations, Operations Management, Supervisory Skills, Problem Solving, Performance Management, Excel, Team Leadership, Word, Coaching, Guest Satisfaction, Budgeting, Gambling, Budgets, Microsoft Excel, Poker, Casino Gaming, Microsoft Word, Analysis, Customer Satisfaction, Employee Relations, Loyalty Programs, Human Resources, Leadership, Policy, CRM, Database Marketing, Food, Hospitality Management, Hotels, Loyalty Marketing, Management, Hospitality Industry, Process Scheduler
Education
University of Phoenix 2005 — 2007
BS, Business Management
Indiana University of Pennsylvania 1989 — 1992
Charles Schwab May 2015 - Present
Charles Schwab October 2014 - May 2015
Caesars Entertainment Corporation March 2009 - July 2014
Caesars Entertainment Corporation February 2008 - March 2009
Caesars Entertainment Corporation January 2003 - January 2008
Skills
Casino, Gaming, Hospitality, Contract Negotiation, Gaming Industry, Resorts, Guest Service, VIP, Team Building, Scheduling, Hiring, Customer Service, Betting, Customer Relations, Operations Management, Supervisory Skills, Problem Solving, Performance Management, Excel, Team Leadership, Word, Coaching, Guest Satisfaction, Budgeting, Gambling, Budgets, Microsoft Excel, Poker, Casino Gaming, Microsoft Word, Analysis, Customer Satisfaction, Employee Relations, Loyalty Programs, Human Resources, Leadership, Policy, CRM, Database Marketing, Food, Hospitality Management, Hotels, Loyalty Marketing, Management, Hospitality Industry, Process Scheduler
Education
University of Phoenix 2005 — 2007
BS, Business Management
Indiana University of Pennsylvania 1989 — 1992
Bill Kelson's Charles Schwab Experience January 2015 - Present
Job Client Service and Support Team Manager Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2015 - Present
Charles Schwab July 2011 - December 2014
Huntington National Bank September 2010 - May 2011
Fifth Third Bank July 2008 - August 2010
National City Bank October 2006 - June 2007
Skills
Consumer Lending, Small Business Lending, Loans, Lines Of Credit, Commercial Lending, Commercial Banking, Credit, Mortgage Lending, Retail Banking, Credit Analysis, Loan Origination, Cross Selling, Mortgage Banking, Series 6, Customer Service, Series 63, Refinance, Home Equity Lines of..., Portfolio Management, Deposits
Education
Indiana University Bloomington 1994 — 1996
South Dakota State University 1992 — 1994
Charles Schwab January 2015 - Present
Charles Schwab July 2011 - December 2014
Huntington National Bank September 2010 - May 2011
Fifth Third Bank July 2008 - August 2010
National City Bank October 2006 - June 2007
Skills
Consumer Lending, Small Business Lending, Loans, Lines Of Credit, Commercial Lending, Commercial Banking, Credit, Mortgage Lending, Retail Banking, Credit Analysis, Loan Origination, Cross Selling, Mortgage Banking, Series 6, Customer Service, Series 63, Refinance, Home Equity Lines of..., Portfolio Management, Deposits
Education
Indiana University Bloomington 1994 — 1996
South Dakota State University 1992 — 1994
Melinda Natal's Charles Schwab Experience June 2014 - Present
Job Accounting Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2014 - Present
tw telecom, inc. April 2008 - June 2014
Skills
Accounting, Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Variance Analysis
Education
Regis University 2014 — 2016
Master of Business Administration (MBA), Accounting and Finance
Indiana University-Purdue University at Indianapolis 1998 — 2002
Bachelor's degree, Accounting and Finance
Charles Schwab June 2014 - Present
tw telecom, inc. April 2008 - June 2014
Skills
Accounting, Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Variance Analysis
Education
Regis University 2014 — 2016
Master of Business Administration (MBA), Accounting and Finance
Indiana University-Purdue University at Indianapolis 1998 — 2002
Bachelor's degree, Accounting and Finance
April Church Smith's Charles Schwab Experience January 1997 - June 2001
Job Finance, Insurance, Mortgage and Office Manager background
Industry Financial Services
Experience
Freedom Mortgage December 2014 - Present
Freedom Mortgage August 2012 - Present
Aflac June 2011 - August 2012
Looking for more ways to serve and opportunities March 2008 - July 2011
Netwise Resources 2006 - 2009
American Home Mortgage and Washington Mutual April 2004 - October 2005
Charles Schwab January 1997 - June 2001
Skills
Marketing, Management, Sales, Coaching, Small Business
Education
Indiana University-Purdue University at Indianapolis 1996 — 2001
BGS, Psychology
Emmerich Manual High School 1992 — 1996
diploma
Freedom Mortgage December 2014 - Present
Freedom Mortgage August 2012 - Present
Aflac June 2011 - August 2012
Looking for more ways to serve and opportunities March 2008 - July 2011
Netwise Resources 2006 - 2009
American Home Mortgage and Washington Mutual April 2004 - October 2005
Charles Schwab January 1997 - June 2001
Skills
Marketing, Management, Sales, Coaching, Small Business
Education
Indiana University-Purdue University at Indianapolis 1996 — 2001
BGS, Psychology
Emmerich Manual High School 1992 — 1996
diploma
Chanda Kelvin Chishimba MBA, Prince 2, PMP's Charles Schwab Experience 2004 - 2008
Job Project Manager Networks
Industry Information Technology and Services
Experience
Indiana Office of Technology - TEKsystems September 2015 - Present
Shiftpoint USA October 2013 - Present
Houghton Mifflin Harcourt November 2012 - Present
Computacenter November 2014 - September 2015
Brooksource Technical Youth April 2012 - December 2012
Charles Schwab 2004 - 2008
Skills
System Administration, Project Management, Entrepreneurship, SQL, Visio, Management, Operations Management, Project Planning, VB.NET, Systems Analysis, Analysis, Databases, Strategic Planning, Technical Support, Networking, Business Strategy, Windows, Access, Leadership, Business Analysis
Education
Western Governors University 2012 — 2013
MBA-IT Management, Information Technology
Ivy Tech Community College 2009 — 2012
AAS, Information Management Systems, Magna cum laude
University of Zambia 1995 — 2000
BA, Development Studies
Indiana University-Purdue University at Indianapolis
MBA - IT Management, IT Project Management
Indiana Office of Technology - TEKsystems September 2015 - Present
Shiftpoint USA October 2013 - Present
Houghton Mifflin Harcourt November 2012 - Present
Computacenter November 2014 - September 2015
Brooksource Technical Youth April 2012 - December 2012
Charles Schwab 2004 - 2008
Skills
System Administration, Project Management, Entrepreneurship, SQL, Visio, Management, Operations Management, Project Planning, VB.NET, Systems Analysis, Analysis, Databases, Strategic Planning, Technical Support, Networking, Business Strategy, Windows, Access, Leadership, Business Analysis
Education
Western Governors University 2012 — 2013
MBA-IT Management, Information Technology
Ivy Tech Community College 2009 — 2012
AAS, Information Management Systems, Magna cum laude
University of Zambia 1995 — 2000
BA, Development Studies
Indiana University-Purdue University at Indianapolis
MBA - IT Management, IT Project Management
Matt Stump's Charles Schwab Experience February 2008 - July 2010
Job Property Accountant at RealAmerica Development, Management & Design
Industry Financial Services
Experience
RealAmerica Development, Management & Design August 2015 - Present
Kite Realty Group May 2014 - August 2015
Watermark CPA Group December 2011 - May 2014
Charles Schwab February 2008 - July 2010
Skills
ProSystem fx Tax, Accounting, QuickBooks, Financial Audits, Tax Preparation, Technical Analysis, Options Strategies, Financial Reviews, Financial Statements, Auditing, Management, CPA
Education
Indiana University-Purdue University at Indianapolis 2007 — 2010
Accounting
Anderson University : Falls School of Business 1997 — 2001
B.A., Finance
Wawasee High School
Tippecanoe Valley High School
RealAmerica Development, Management & Design August 2015 - Present
Kite Realty Group May 2014 - August 2015
Watermark CPA Group December 2011 - May 2014
Charles Schwab February 2008 - July 2010
Skills
ProSystem fx Tax, Accounting, QuickBooks, Financial Audits, Tax Preparation, Technical Analysis, Options Strategies, Financial Reviews, Financial Statements, Auditing, Management, CPA
Education
Indiana University-Purdue University at Indianapolis 2007 — 2010
Accounting
Anderson University : Falls School of Business 1997 — 2001
B.A., Finance
Wawasee High School
Tippecanoe Valley High School
Ashley Read's Charles Schwab Experience July 2015 - Present
Job Finance Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2015 - Present
The Claro Group January 2013 - April 2015
The Claro Group January 2010 - December 2012
The Claro Group January 2009 - December 2009
The Claro Group June 2007 - December 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Litigation Support, Finance, Financial Reporting, Consulting, Insurance, Forecasting, Analysis, Data Analysis, Business Valuation
Education
Indiana University Bloomington 2003 — 2007
Bachelor of Science (B.S.), Finance & Business Information Systems
Charles Schwab July 2015 - Present
The Claro Group January 2013 - April 2015
The Claro Group January 2010 - December 2012
The Claro Group January 2009 - December 2009
The Claro Group June 2007 - December 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Litigation Support, Finance, Financial Reporting, Consulting, Insurance, Forecasting, Analysis, Data Analysis, Business Valuation
Education
Indiana University Bloomington 2003 — 2007
Bachelor of Science (B.S.), Finance & Business Information Systems
Matthew Etter, CFP®'s Charles Schwab Experience January 1996 - December 2002
Job Managing Partner at Krasney Financial LLC
Industry Financial Services
Experience
Signet Capital Management LLC November 2012 - March 2014
The Burney Company October 2009 - November 2012
Subway International January 2003 - December 2008
Charles Schwab January 1996 - December 2002
Skills
Asset Allocation, Series 63, Investment Strategies, Asset Managment, Strategic Financial..., Portfolio Management, Investment Advisory, Series 7, Investments, Wealth Management, Business Development, Estate Planning, Asset Management, Mutual Funds, Retirement Planning
Education
Indiana University Bloomington 1990 — 1994
B.A., History
Signet Capital Management LLC November 2012 - March 2014
The Burney Company October 2009 - November 2012
Subway International January 2003 - December 2008
Charles Schwab January 1996 - December 2002
Skills
Asset Allocation, Series 63, Investment Strategies, Asset Managment, Strategic Financial..., Portfolio Management, Investment Advisory, Series 7, Investments, Wealth Management, Business Development, Estate Planning, Asset Management, Mutual Funds, Retirement Planning
Education
Indiana University Bloomington 1990 — 1994
B.A., History
Doug Halman's Charles Schwab Experience 1993 - 2002
Job Treasurer at KRH Services
Industry Health, Wellness and Fitness
Experience
KRH Services January 2006 - Present
Indianapolis Art Center February 2007 - July 2013
Auntie Mame's Child Development Center 2005 - January 2007
Auntie Mame's Child Development Center 2004 - 2005
New York Life Insurance Company 2003 - 2004
Charles Schwab 1993 - 2002
Skills
Non-profits, Budgeting, Financial Reporting, Financial Analysis, Accounting, Forecasting, Financial Management, Variance Analysis, Internal Controls, Nonprofits, Budgets, Managerial Finance, Finance
Education
Indiana University-Purdue University at Indianapolis
BS, Business
KRH Services January 2006 - Present
Indianapolis Art Center February 2007 - July 2013
Auntie Mame's Child Development Center 2005 - January 2007
Auntie Mame's Child Development Center 2004 - 2005
New York Life Insurance Company 2003 - 2004
Charles Schwab 1993 - 2002
Skills
Non-profits, Budgeting, Financial Reporting, Financial Analysis, Accounting, Forecasting, Financial Management, Variance Analysis, Internal Controls, Nonprofits, Budgets, Managerial Finance, Finance
Education
Indiana University-Purdue University at Indianapolis
BS, Business
Latham Brown's Charles Schwab Experience 1991 - 2001
Job Senior Level IT Leader | Building Dynamic Teams | Solving Business Problems, Delivering Strategic Technology Solutions
Industry Information Technology and Services
Experience
Brown Molini Investments LLC May 2013 - Present
First Financial Bank April 2009 - May 2013
Clarian Health Partners 2006 - 2009
Irwin Mortgage 2002 - 2006
Charles Schwab 1991 - 2001
Wyndham Worldwide / RCI 1988 - 1991
DataPoint Corporation / InteLogic Trace 1982 - 1988
Skills
IT Strategy, IT Management, Leadership, Team Building, Enterprise Architecture, Cloud Computing, Life Cycle Planning, Data Center Management, Infrastructure and..., DR and Service..., Process Improvement, Program Management, Project Management, ITIL, Service Delivery, Change Management, CRM, Business Analysis, Vendor Management, Business Intelligence, Disaster Recovery, Data Center, Banking, Software Documentation, Risk Management, Credit, Windows Server, Servers, Consulting
Education
Indiana University Bloomington
Psychology
Brown Molini Investments LLC May 2013 - Present
First Financial Bank April 2009 - May 2013
Clarian Health Partners 2006 - 2009
Irwin Mortgage 2002 - 2006
Charles Schwab 1991 - 2001
Wyndham Worldwide / RCI 1988 - 1991
DataPoint Corporation / InteLogic Trace 1982 - 1988
Skills
IT Strategy, IT Management, Leadership, Team Building, Enterprise Architecture, Cloud Computing, Life Cycle Planning, Data Center Management, Infrastructure and..., DR and Service..., Process Improvement, Program Management, Project Management, ITIL, Service Delivery, Change Management, CRM, Business Analysis, Vendor Management, Business Intelligence, Disaster Recovery, Data Center, Banking, Software Documentation, Risk Management, Credit, Windows Server, Servers, Consulting
Education
Indiana University Bloomington
Psychology
Frank Cirey's Charles Schwab Experience June 1995 - Present
Job Director Voice Solutions at Charles Schwab
Industry Telecommunications
Experience
Charles Schwab June 1995 - Present
KLF 1989 - 1995
G3 Technology Partners 1989 - 1995
USAF - 91st strategic missle wing 1982 - 1989
Skills
CRM, Vendor Management, Analysis, Data Center, Management, Telecommunications, Engineering, IT Management, Sales, Budgets, IVR, Organizational..., Integration, Business Planning, Disaster Recovery, VoIP, Unified Communications, Program Management, Security, Enterprise Architecture, Process Improvement
Education
Park University 2001 — 2004
BS, Computer System Management
Indiana University-Purdue University at Indianapolis 1989 — 2004
Electrical Engineering Technology
Charles Schwab June 1995 - Present
KLF 1989 - 1995
G3 Technology Partners 1989 - 1995
USAF - 91st strategic missle wing 1982 - 1989
Skills
CRM, Vendor Management, Analysis, Data Center, Management, Telecommunications, Engineering, IT Management, Sales, Budgets, IVR, Organizational..., Integration, Business Planning, Disaster Recovery, VoIP, Unified Communications, Program Management, Security, Enterprise Architecture, Process Improvement
Education
Park University 2001 — 2004
BS, Computer System Management
Indiana University-Purdue University at Indianapolis 1989 — 2004
Electrical Engineering Technology
Brandon VanMeter's Charles Schwab Experience May 2015 - Present
Job Senior Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2015 - Present
Skills
Series 7, Series 63, Series 9, Series 10, Leadership, Management, Securities, Financial Services, Investments, Asset Allocation, Equities, FINRA, Mutual Funds, Wealth Management
Education
Indiana University—Purdue University Fort Wayne 2002 — 2006
BS, Finance
Charles Schwab May 2015 - Present
Skills
Series 7, Series 63, Series 9, Series 10, Leadership, Management, Securities, Financial Services, Investments, Asset Allocation, Equities, FINRA, Mutual Funds, Wealth Management
Education
Indiana University—Purdue University Fort Wayne 2002 — 2006
BS, Finance
Stephen Crago's Charles Schwab Experience March 2000 - April 2009
Job Claims Adjuster
Industry Insurance
Experience
Allied Solutions LLC July 2014 - Present
State Farm May 2012 - July 2014
Farmers Insurance September 2011 - March 2012
State Farm Insurance November 2009 - September 2011
Charles Schwab March 2000 - April 2009
American Surety/Underwriters Surety August 1997 - March 2000
Skills
Microsoft Office, Health Insurance, Sales, Retirement, Insurance, Fixed Annuities, Financial Services, New Business Development, Property & Casualty..., Team Building, Term Life Insurance, Claim, Marketing, Customer Service, Financial Risk, Life Insurance, Leadership, Series 7, Long-term Care, Process Improvement
Education
Indiana University-Purdue University at Indianapolis 1993 — 1997
BS
Allied Solutions LLC July 2014 - Present
State Farm May 2012 - July 2014
Farmers Insurance September 2011 - March 2012
State Farm Insurance November 2009 - September 2011
Charles Schwab March 2000 - April 2009
American Surety/Underwriters Surety August 1997 - March 2000
Skills
Microsoft Office, Health Insurance, Sales, Retirement, Insurance, Fixed Annuities, Financial Services, New Business Development, Property & Casualty..., Team Building, Term Life Insurance, Claim, Marketing, Customer Service, Financial Risk, Life Insurance, Leadership, Series 7, Long-term Care, Process Improvement
Education
Indiana University-Purdue University at Indianapolis 1993 — 1997
BS
Wesley Nelson's Charles Schwab Experience July 2011 - Present
Job Associate Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2011 - Present
Scottrade July 2005 - June 2011
Morgan Stanley June 2004 - April 2005
Education
Indiana University of Pennsylvania 2000 — 2004
Finance
Charles Schwab July 2011 - Present
Scottrade July 2005 - June 2011
Morgan Stanley June 2004 - April 2005
Education
Indiana University of Pennsylvania 2000 — 2004
Finance
Jane Harshman, CIA, CRMA's Charles Schwab Experience April 2001 - December 2003
Job Director of Internal Audit, Indiana Wesleyan University
Industry Higher Education
Experience
Indiana Wesleyan University June 2010 - Present
Lincoln Financial Group April 2005 - June 2010
Charles Schwab April 2001 - December 2003
Charles Schwab March 1999 - 2001
Charles Schwab 1996 - 1999
Charles Schwab 1993 - 1996
Self-employed 1985 - 1993
Skills
Internal Audit, Risk Assessment, Internal Controls, Compliance, Financial Services, Series 24, Sarbanes-Oxley Act, ITGC, Financial Reporting, Financial Markets, Team Management, Operations Management, Project Management, Enterprise Risk..., Accounting, Risk Management, Auditing
Education
ITT Technical Institute-Indianapolis
MPM, Project Management
Indiana University-Purdue University at Indianapolis
Accounting & Business Law
Taylor University
BA, Sociology
Indiana Wesleyan University June 2010 - Present
Lincoln Financial Group April 2005 - June 2010
Charles Schwab April 2001 - December 2003
Charles Schwab March 1999 - 2001
Charles Schwab 1996 - 1999
Charles Schwab 1993 - 1996
Self-employed 1985 - 1993
Skills
Internal Audit, Risk Assessment, Internal Controls, Compliance, Financial Services, Series 24, Sarbanes-Oxley Act, ITGC, Financial Reporting, Financial Markets, Team Management, Operations Management, Project Management, Enterprise Risk..., Accounting, Risk Management, Auditing
Education
ITT Technical Institute-Indianapolis
MPM, Project Management
Indiana University-Purdue University at Indianapolis
Accounting & Business Law
Taylor University
BA, Sociology
Gwynneth Reitz's Charles Schwab Experience March 2013 - Present
Job Resolution Specialist at Charles Schwab/Owner of Cult of Domesticity LLC
Industry Consumer Services
Experience
Charles Schwab March 2013 - Present
Cult of Domesticity LLC 2008 - Present
Charles Schwab March 2007 - March 2013
Charles Schwab June 2006 - February 2007
Charles Schwab January 2006 - June 2006
Firehouse Image Center 2000 - 2005
Skills
Editing, Training, Photography, Customer Service, Marketing Strategy, Marketing
Education
Indiana University-Purdue University at Indianapolis 1994 — 1999
B.A., Art, Religious Studies, Women's Studies
Charles Schwab March 2013 - Present
Cult of Domesticity LLC 2008 - Present
Charles Schwab March 2007 - March 2013
Charles Schwab June 2006 - February 2007
Charles Schwab January 2006 - June 2006
Firehouse Image Center 2000 - 2005
Skills
Editing, Training, Photography, Customer Service, Marketing Strategy, Marketing
Education
Indiana University-Purdue University at Indianapolis 1994 — 1999
B.A., Art, Religious Studies, Women's Studies
Edward Pavletich, CPA CCIFP's Charles Schwab Experience August 2000 - May 2001
Job Controller at Best Car Buys, Inc./ First Premier Financial Inc.
Industry Accounting
Experience
Best Car Buys, Inc./ First Premier Financial Inc. April 2012 - Present
Performance Building Services January 2010 - February 2012
CBIZ MHM, LLC September 2002 - November 2009
Charles Schwab August 2000 - May 2001
Duke Energy Field Services September 1999 - May 2000
Skills
Auditing, GAAP, Tax, Accounting, Financial Reporting, CPA, Financial Accounting, US GAAP, Corporate Tax, Financial Statements, General Ledger, Construction Accounting, Partnership Taxation, QuickBooks, Cost Accounting, Cash Flow, Account Reconciliation, S Corporations, Financial Analysis, Payroll, Microsoft Excel, Revenue Recognition, Accounts Payable, Construction, Internal Controls, Income Tax
Education
Indiana Wesleyan University 1995 — 1999
BS, Accounting, Finance
Best Car Buys, Inc./ First Premier Financial Inc. April 2012 - Present
Performance Building Services January 2010 - February 2012
CBIZ MHM, LLC September 2002 - November 2009
Charles Schwab August 2000 - May 2001
Duke Energy Field Services September 1999 - May 2000
Skills
Auditing, GAAP, Tax, Accounting, Financial Reporting, CPA, Financial Accounting, US GAAP, Corporate Tax, Financial Statements, General Ledger, Construction Accounting, Partnership Taxation, QuickBooks, Cost Accounting, Cash Flow, Account Reconciliation, S Corporations, Financial Analysis, Payroll, Microsoft Excel, Revenue Recognition, Accounts Payable, Construction, Internal Controls, Income Tax
Education
Indiana Wesleyan University 1995 — 1999
BS, Accounting, Finance
Jacob Clough's Charles Schwab Experience January 2014 - Present
Job Trading Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2014 - Present
Freedom Indiana September 2013 - January 2014
Monroe County GOP December 2012 - September 2013
Bankers Life and Casualty Company May 2013 - August 2013
Todd Young for Congress May 2012 - November 2012
The Mayfield Campaign January 2012 - May 2012
Skills
Political Campaigns, Public Policy, Grassroots Organizing, Fundraising, Government, Political Communication, Political Consulting, Policy Analysis, Microsoft Office, Data Center, Equity Trading, Mutual Funds, Financial Markets, Trading Strategies, Economic Research
Education
Indiana University Bloomington 2011 — 2012
Master of Arts, West European Studies
Wabash College 2007 — 2011
Bachelor of Arts, Political Science
Charles Schwab January 2014 - Present
Freedom Indiana September 2013 - January 2014
Monroe County GOP December 2012 - September 2013
Bankers Life and Casualty Company May 2013 - August 2013
Todd Young for Congress May 2012 - November 2012
The Mayfield Campaign January 2012 - May 2012
Skills
Political Campaigns, Public Policy, Grassroots Organizing, Fundraising, Government, Political Communication, Political Consulting, Policy Analysis, Microsoft Office, Data Center, Equity Trading, Mutual Funds, Financial Markets, Trading Strategies, Economic Research
Education
Indiana University Bloomington 2011 — 2012
Master of Arts, West European Studies
Wabash College 2007 — 2011
Bachelor of Arts, Political Science
David Clase's Charles Schwab Experience 1989 - 2003
Job Vice President, Capital Group
Industry Investment Management
Experience
Capital Group 2003 - Present
Charles Schwab 1989 - 2003
Skills
Financial Services
Education
Indiana University Bloomington 1984 — 1989
BS, Business, Finance
Capital Group 2003 - Present
Charles Schwab 1989 - 2003
Skills
Financial Services
Education
Indiana University Bloomington 1984 — 1989
BS, Business, Finance
Deb Hinton-Brown, CFP®'s Charles Schwab Experience May 2014 - Present
Job Sr. Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2014 - Present
TIAA-CREF March 1999 - May 2014
A T & T Wireless Services 1991 - 1997
Skills
Mutual Funds, Wealth Management, Retirement Planning, Leadership, Management, Investments, Risk Management, Business Planning, Insurance, Strategic Financial..., Financial Services, Portfolio Management
Education
University of Northern Colorado 1989 — 1991
Masters, Operations Research
Indiana University-Northwest
B.S., Economics
Charles Schwab May 2014 - Present
TIAA-CREF March 1999 - May 2014
A T & T Wireless Services 1991 - 1997
Skills
Mutual Funds, Wealth Management, Retirement Planning, Leadership, Management, Investments, Risk Management, Business Planning, Insurance, Strategic Financial..., Financial Services, Portfolio Management
Education
University of Northern Colorado 1989 — 1991
Masters, Operations Research
Indiana University-Northwest
B.S., Economics
Corey Cordray's Charles Schwab Experience March 2015 - Present
Job Associate Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
Charles Schwab November 2011 - March 2015
Deerfield Financial Advisors April 2013 - September 2013
Golf Club of Indiana April 2008 - November 2011
Education
Indiana University-Purdue University at Indianapolis 2006 — 2011
BS, Public Management
Charles Schwab March 2015 - Present
Charles Schwab November 2011 - March 2015
Deerfield Financial Advisors April 2013 - September 2013
Golf Club of Indiana April 2008 - November 2011
Education
Indiana University-Purdue University at Indianapolis 2006 — 2011
BS, Public Management
Arcadia Young's Charles Schwab Experience August 2005 - August 2010
Job Lead Assistant at AYS Inc
Industry Nonprofit Organization Management
Experience
Nerium Skin Care Products February 2015 - Present
Noblesville Schools October 2014 - Present
FedEx Ground March 2015 - August 2015
AYS Inc August 2012 - May 2015
hhgregg December 2011 - August 2012
Charles Schwab August 2005 - August 2010
Skills
Microsoft Office, Nonprofits, Fundraising, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Banking, Financial Analysis, Accounting, Outlook, Administrative..., Team Building, Data Entry, Call Centers
Education
Indiana Wesleyan University
Bachelor's Degree, Social Work
Indiana Wesleyan University 2012 — 2014
Associate's Degree, Human Services, General, 3.67
Nerium Skin Care Products February 2015 - Present
Noblesville Schools October 2014 - Present
FedEx Ground March 2015 - August 2015
AYS Inc August 2012 - May 2015
hhgregg December 2011 - August 2012
Charles Schwab August 2005 - August 2010
Skills
Microsoft Office, Nonprofits, Fundraising, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Banking, Financial Analysis, Accounting, Outlook, Administrative..., Team Building, Data Entry, Call Centers
Education
Indiana Wesleyan University
Bachelor's Degree, Social Work
Indiana Wesleyan University 2012 — 2014
Associate's Degree, Human Services, General, 3.67
Alice Shinn's Charles Schwab Experience 1997 - 2008
Job Computer Software Professional
Industry Computer Software
Experience
Charles Schwab 1997 - 2008
Fireman's Fund Insurance Company 1978 - 1997
Skills
Vendor Management, Financial Services, Outsourcing, Software Development, Program Management, Requirements Analysis, Management
Education
Indiana University Bloomington
B.S., Economics, Asian Studies
University of Idaho
M.S., Economics
Charles Schwab 1997 - 2008
Fireman's Fund Insurance Company 1978 - 1997
Skills
Vendor Management, Financial Services, Outsourcing, Software Development, Program Management, Requirements Analysis, Management
Education
Indiana University Bloomington
B.S., Economics, Asian Studies
University of Idaho
M.S., Economics
HEDDY TOURE's Charles Schwab Experience 2007 - 2009
Job Financial and Customer Service Professional
Industry Financial Services
Experience
Charles Schwab 2007 - 2009
National City Bank 2006 - 2006
Skills
Sales, New Business Development, Team Building, Customer Satisfaction, Management, Retail, Negotiation, Business Development, Marketing Strategy, Marketing, Sales Process
Education
Indiana Wesleyan University's Adult Program 1999 — 2000
Business Administration and Management, General
Indiana University-Purdue University at Indianapolis 1993 — 1994
Business Administration and Management, General
Charles Schwab 2007 - 2009
National City Bank 2006 - 2006
Skills
Sales, New Business Development, Team Building, Customer Satisfaction, Management, Retail, Negotiation, Business Development, Marketing Strategy, Marketing, Sales Process
Education
Indiana Wesleyan University's Adult Program 1999 — 2000
Business Administration and Management, General
Indiana University-Purdue University at Indianapolis 1993 — 1994
Business Administration and Management, General
Dianne Snow Huffer's Charles Schwab Experience September 2006 - April 2012
Job unemployed
Industry Financial Services
Experience
Charles Schwab September 2006 - April 2012
Charles Schwab October 1995 - July 2001
One Call Communications 1992 - October 1995
US MetalSource 1990 - 1992
Skills
Microsoft Office, Customer Service, General Securities..., Qualified Retirement..., Microsoft Excel
Education
Indiana University Kokomo
Bachelor’s Degree
Ivy Tech Community College 1989 — 1991
Accounting and Computer Science
Indiana University Bloomington 1983 — 1989
Anthropology and History
Charles Schwab September 2006 - April 2012
Charles Schwab October 1995 - July 2001
One Call Communications 1992 - October 1995
US MetalSource 1990 - 1992
Skills
Microsoft Office, Customer Service, General Securities..., Qualified Retirement..., Microsoft Excel
Education
Indiana University Kokomo
Bachelor’s Degree
Ivy Tech Community College 1989 — 1991
Accounting and Computer Science
Indiana University Bloomington 1983 — 1989
Anthropology and History
Brad Pontow's Charles Schwab Experience June 1992 - March 2000
Job self employed
Industry Financial Services
Experience
Charles Schwab June 1992 - March 2000
Education
Indiana University Bloomington 1982 — 1986
B.S. Finance
Charles Schwab June 1992 - March 2000
Education
Indiana University Bloomington 1982 — 1986
B.S. Finance
Andrew Wulf's Charles Schwab Experience January 2011 - Present
Job Associate at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2011 - Present
Education
Indiana University Bloomington 1995 — 2000
Bachelor's Degree, Economics
Charles Schwab January 2011 - Present
Education
Indiana University Bloomington 1995 — 2000
Bachelor's Degree, Economics
Christopher Milazzo's Charles Schwab Experience January 2011 - April 2015
Job Senior Associate of Investor Services at Cortland Capital Market Services LLC
Industry Financial Services
Experience
Cortland Capital Market Services LLC May 2015 - Present
Charles Schwab January 2011 - April 2015
Best Buy January 2008 - January 2011
Education
Indiana University-Purdue University at Indianapolis 2000 — 2005
Bachelor of Science (B.S.), Criminal Justice and Corrections
Cortland Capital Market Services LLC May 2015 - Present
Charles Schwab January 2011 - April 2015
Best Buy January 2008 - January 2011
Education
Indiana University-Purdue University at Indianapolis 2000 — 2005
Bachelor of Science (B.S.), Criminal Justice and Corrections
Caitlin Ferrell's Charles Schwab Experience 2011 - 2013
Job Strategic Planning & Development at Metro Chicago Exports
Industry International Trade and Development
Experience
Metro Chicago Exports 2015 - Present
MBA ThinkTank 2013 - 2014
Charles Schwab 2011 - 2013
Barnwell Whaley Patterson & Helms, LLC 2010 - 2011
Education
Indiana University Bloomington
Master’s Degree, International Development & Nonprofit Management
University of South Carolina-Columbia
Bachelor’s Degree, Finance & Marketing
Metro Chicago Exports 2015 - Present
MBA ThinkTank 2013 - 2014
Charles Schwab 2011 - 2013
Barnwell Whaley Patterson & Helms, LLC 2010 - 2011
Education
Indiana University Bloomington
Master’s Degree, International Development & Nonprofit Management
University of South Carolina-Columbia
Bachelor’s Degree, Finance & Marketing
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank