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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Charles Schwab Employees
Employee
Years
Job
Industry
Derek Middleton Derek Middleton's Charles Schwab Experience March 2010 - Present
Job Technical Director
Industry Financial Services
Experience
Charles Schwab March 2010 - Present
Charles Schwab August 2005 - February 2010
On Assignment March 1999 - August 2005
Compuware May 1998 - February 1999
Information Architects May 1995 - December 1995
Team 1 Plastics June 1994 - May 1995
Skills
Oracle, SQL, Teradata, Unix, Business Objects, Data Warehousing, Integration, Perl, Autosys, C, C++, VB.NET, ASP.NET, ASP Classic, Bash, Linux, Crystal Reports, JavaScript, Java, Databases, CA Workload Automation..., PL/SQL, Information Security, C#.NET
Education
Michigan State University 1991 — 1998
BS, Computer Science
Charles Schwab March 2010 - Present
Charles Schwab August 2005 - February 2010
On Assignment March 1999 - August 2005
Compuware May 1998 - February 1999
Information Architects May 1995 - December 1995
Team 1 Plastics June 1994 - May 1995
Skills
Oracle, SQL, Teradata, Unix, Business Objects, Data Warehousing, Integration, Perl, Autosys, C, C++, VB.NET, ASP.NET, ASP Classic, Bash, Linux, Crystal Reports, JavaScript, Java, Databases, CA Workload Automation..., PL/SQL, Information Security, C#.NET
Education
Michigan State University 1991 — 1998
BS, Computer Science
Slava Davidoff Slava Davidoff's Charles Schwab Experience April 2010 - January 2013
Job IRBC at Curian Capital
Industry Financial Services
Experience
Curian Capital May 2013 - Present
Charles Schwab April 2010 - January 2013
Edward Jones September 2009 - April 2010
Bellco Credit Union March 2008 - September 2009
Skills
Retirement Planning, Investments, Financial Advisory, Sales Presentations, Mutual Funds, Securities, Series 7, Wealth Management, Alternative Investments, Series 63, Consulting, Series 65, Customer Service, Microsoft Office, Microsoft Excel, Public Speaking
Education
Metropolitan State University of Denver
Finance, Finance
Curian Capital May 2013 - Present
Charles Schwab April 2010 - January 2013
Edward Jones September 2009 - April 2010
Bellco Credit Union March 2008 - September 2009
Skills
Retirement Planning, Investments, Financial Advisory, Sales Presentations, Mutual Funds, Securities, Series 7, Wealth Management, Alternative Investments, Series 63, Consulting, Series 65, Customer Service, Microsoft Office, Microsoft Excel, Public Speaking
Education
Metropolitan State University of Denver
Finance, Finance
Susan Mathison Susan Mathison's Charles Schwab Experience July 2007 - August 2010
Job Problem Solver, Database Guru and Big Picture Expert
Industry Information Technology and Services
Experience
Mathison Consulting Inc October 1999 - Present
Anacor Compliance Services / Transcat January 2012 - February 2013
Charles Schwab July 2007 - August 2010
Community Development Institute September 2002 - June 2003
New Horizons Computer Learning Centers of Colorado June 1997 - October 1999
Skills
Programming, Visual Basic, SharePoint, Training, Windows, Databases, VBA, SQL, Microsoft SQL Server, Business Analysis, Software Development, Customer Support, IT Strategy, Microsoft Access, Microsoft Excel, SSIS, T-SQL, ETL, Crystal Reports, Office 365, Data Analysis
Education
Metropolitan State University of Denver 2002 — 2003
Personal growth, Yoga, Health, Nutrition
University of Northern Colorado 1991 — 1995
BA, English, Minor in Music
Rocky Mountain College 1990 — 1991
Northglenn High School
Mathison Consulting Inc October 1999 - Present
Anacor Compliance Services / Transcat January 2012 - February 2013
Charles Schwab July 2007 - August 2010
Community Development Institute September 2002 - June 2003
New Horizons Computer Learning Centers of Colorado June 1997 - October 1999
Skills
Programming, Visual Basic, SharePoint, Training, Windows, Databases, VBA, SQL, Microsoft SQL Server, Business Analysis, Software Development, Customer Support, IT Strategy, Microsoft Access, Microsoft Excel, SSIS, T-SQL, ETL, Crystal Reports, Office 365, Data Analysis
Education
Metropolitan State University of Denver 2002 — 2003
Personal growth, Yoga, Health, Nutrition
University of Northern Colorado 1991 — 1995
BA, English, Minor in Music
Rocky Mountain College 1990 — 1991
Northglenn High School
Michael Jacobson, CPLP Michael Jacobson, CPLP's Charles Schwab Experience February 1995 - April 2009
Job Learning & Development Specialist at Chrysler
Industry Professional Training & Coaching
Experience
Chrysler March 2011 - Present
Greater Detroit American Society of Training and Development September 2011 - Present
Citizens Bank - Flint May 2009 - January 2011
Charles Schwab February 1995 - April 2009
Skills
Training & Development, Needs Assessment, Instructional Design, Training Delivery, Training Evaluation, Talent Management, Leadership Development, Project Management, E-learning Development, Organizational..., Employee Training, Organizational..., E-Learning, Technology Needs..., Training, Needs Analysis, Coaching, Performance Improvement, Management, Process Improvement, Strategy, Employee Engagement, Workshop Facilitation, Performance Management, Career Development, Instructor-led Training, Succession Planning, Onboarding, Executive Coaching, Learning Management
Education
University of Colorado Denver 1999 — 2001
Master of Arts, Information and Learning Technologies
University of Colorado Denver 1997 — 1999
Master of Science, Management and Organization
Michigan State University 1989 — 1993
Bachelor of Arts, Finance
Chrysler March 2011 - Present
Greater Detroit American Society of Training and Development September 2011 - Present
Citizens Bank - Flint May 2009 - January 2011
Charles Schwab February 1995 - April 2009
Skills
Training & Development, Needs Assessment, Instructional Design, Training Delivery, Training Evaluation, Talent Management, Leadership Development, Project Management, E-learning Development, Organizational..., Employee Training, Organizational..., E-Learning, Technology Needs..., Training, Needs Analysis, Coaching, Performance Improvement, Management, Process Improvement, Strategy, Employee Engagement, Workshop Facilitation, Performance Management, Career Development, Instructor-led Training, Succession Planning, Onboarding, Executive Coaching, Learning Management
Education
University of Colorado Denver 1999 — 2001
Master of Arts, Information and Learning Technologies
University of Colorado Denver 1997 — 1999
Master of Science, Management and Organization
Michigan State University 1989 — 1993
Bachelor of Arts, Finance
Anthony Kratofil, CFP®'s Charles Schwab Experience April 2007 - Present
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2007 - Present
Education
Miami University 2000 — 2004
Bachelor of Science Degree, Business Administration; General Business
Miami University
Charles Schwab April 2007 - Present
Education
Miami University 2000 — 2004
Bachelor of Science Degree, Business Administration; General Business
Miami University
Adrienne McDade Adrienne McDade's Charles Schwab Experience August 2007 - August 2010
Job Associate Director for Annual Giving
Industry Fund-Raising
Experience
University of Cincinnati Foundation June 2014 - Present
University of Cincinnati Foundation August 2013 - June 2014
Madcap Puppets May 2013 - August 2013
University of Cincinnati College-Conservatory of Music External Relations Office September 2011 - May 2013
Dance Rhythms, Ltd. January 2008 - June 2011
Charles Schwab August 2007 - August 2010
Technicolor (Formerly RCA) June 2006 - August 2007
Skills
Special Events..., Networking, Volunteer Management, Proposal Writing, Fundraising, Team-oriented, Social Media, Investments, Non-profit Volunteer, Arts Administration, Annual Giving, Prospect Research, Fundraisers, Performing Arts, Training, Grant Writing, Student Philanthropy, Student Engagement, Coordinating Special..., Database Administration, Donor Research, Reports, Diversity, Office Administration, Choreography, Liturgical Dance, Youth Ministry, Higher Education, Sponsorship, Raiser's Edge, Stewardship, Public Speaking, Event Planning, Nonprofits
Education
University of Cincinnati 2011 — 2013
Master of Business Administration (M.B.A.)
University of Cincinnati 2011 — 2013
Master of Arts (M.A.), Arts Administration
Millikin University 2002 — 2006
Bachelor of Science (B.S.), Finance, General, Minor in Dance
Warren Central High School
University of Cincinnati Foundation June 2014 - Present
University of Cincinnati Foundation August 2013 - June 2014
Madcap Puppets May 2013 - August 2013
University of Cincinnati College-Conservatory of Music External Relations Office September 2011 - May 2013
Dance Rhythms, Ltd. January 2008 - June 2011
Charles Schwab August 2007 - August 2010
Technicolor (Formerly RCA) June 2006 - August 2007
Skills
Special Events..., Networking, Volunteer Management, Proposal Writing, Fundraising, Team-oriented, Social Media, Investments, Non-profit Volunteer, Arts Administration, Annual Giving, Prospect Research, Fundraisers, Performing Arts, Training, Grant Writing, Student Philanthropy, Student Engagement, Coordinating Special..., Database Administration, Donor Research, Reports, Diversity, Office Administration, Choreography, Liturgical Dance, Youth Ministry, Higher Education, Sponsorship, Raiser's Edge, Stewardship, Public Speaking, Event Planning, Nonprofits
Education
University of Cincinnati 2011 — 2013
Master of Business Administration (M.B.A.)
University of Cincinnati 2011 — 2013
Master of Arts (M.A.), Arts Administration
Millikin University 2002 — 2006
Bachelor of Science (B.S.), Finance, General, Minor in Dance
Warren Central High School
Lazerick Lever Lazerick Lever's Charles Schwab Experience April 2009 - July 2014
Job Sr Front End Developer
Industry Information Technology and Services
Experience
PetSmart July 2015 - Present
Wells Fargo October 2014 - June 2015
Charles Schwab April 2009 - July 2014
Geek Squad March 2006 - March 2011
American Express September 2005 - March 2009
Skills
XML, JavaScript, jQuery, AJAX, HTML, HTML 5, Photoshop, Illustrator, Flash Builder, Flash Professional, Dreamweaver, Adobe Fireworks, InDesign, Captivate, CSS, CSS3, Windows, Software Development, Adobe Creative Suite, Operating Systems, OS X, Website Development, User Interface Design, Web Development, ActionScript, Flash, HTML5
Education
Michigan State University 1997 — 2002
Bachelor of Science (B.S.), Computer Systems Networking and Telecommunications
PetSmart July 2015 - Present
Wells Fargo October 2014 - June 2015
Charles Schwab April 2009 - July 2014
Geek Squad March 2006 - March 2011
American Express September 2005 - March 2009
Skills
XML, JavaScript, jQuery, AJAX, HTML, HTML 5, Photoshop, Illustrator, Flash Builder, Flash Professional, Dreamweaver, Adobe Fireworks, InDesign, Captivate, CSS, CSS3, Windows, Software Development, Adobe Creative Suite, Operating Systems, OS X, Website Development, User Interface Design, Web Development, ActionScript, Flash, HTML5
Education
Michigan State University 1997 — 2002
Bachelor of Science (B.S.), Computer Systems Networking and Telecommunications
Frederick E. Girard III Frederick E. Girard III's Charles Schwab Experience 2002 - 2005
Job Messiah Capital Services
Industry Financial Services
Experience
Messiah Capital Services January 2011 - Present
Financial Network January 2007 - January 2011
Fifth Third Securities 2005 - 2006
Charles Schwab 2002 - 2005
Skills
Retirement Planning, Wealth Management, Series 7, Investment Advisory, Strategic Financial..., Investments, Mutual Funds, Asset Allocation, Estate Planning, Securities, Financial Advisory, Portfolio Management, Private Equity, Community Outreach, Public Speaking, Leadership Development, Training, Professional Mentoring, Sales Management, Long-term Customer..., Strategic Planning, Event Planning, Non-profit Leadership, Volunteer Management, Leadership, Series 63, Entrepreneurship
Education
Michigan State University
The Ohio State University
Full Scholarship
Messiah Capital Services January 2011 - Present
Financial Network January 2007 - January 2011
Fifth Third Securities 2005 - 2006
Charles Schwab 2002 - 2005
Skills
Retirement Planning, Wealth Management, Series 7, Investment Advisory, Strategic Financial..., Investments, Mutual Funds, Asset Allocation, Estate Planning, Securities, Financial Advisory, Portfolio Management, Private Equity, Community Outreach, Public Speaking, Leadership Development, Training, Professional Mentoring, Sales Management, Long-term Customer..., Strategic Planning, Event Planning, Non-profit Leadership, Volunteer Management, Leadership, Series 63, Entrepreneurship
Education
Michigan State University
The Ohio State University
Full Scholarship
David Kestler David Kestler's Charles Schwab Experience May 2013 - May 2015
Job Software Engineer at Charles Schwab
Industry Computer Software
Experience
Wayne Fueling Systems August 2015 - Present
Charles Schwab May 2013 - May 2015
e-MDs October 2011 - May 2013
CompuLaw July 2001 - August 2011
Skills
Software Development, SQL, C#, XML, Microsoft SQL Server, .NET, Agile Methodologies, JavaScript, ASP.NET, Visual Studio, Testing, Customer Service, HTML, Java, Delphi, Software Project...
Education
Midwestern State University 1997 — 2000
Bachelor's degree, Computer Science
Wayne Fueling Systems August 2015 - Present
Charles Schwab May 2013 - May 2015
e-MDs October 2011 - May 2013
CompuLaw July 2001 - August 2011
Skills
Software Development, SQL, C#, XML, Microsoft SQL Server, .NET, Agile Methodologies, JavaScript, ASP.NET, Visual Studio, Testing, Customer Service, HTML, Java, Delphi, Software Project...
Education
Midwestern State University 1997 — 2000
Bachelor's degree, Computer Science
Stephanie Shand Stephanie Shand's Charles Schwab Experience June 2014 - August 2014
Job Graduate: Financial Planning B.S.
Industry Financial Services
Experience
William Paterson University August 2013 - April 2015
Charles Schwab June 2014 - August 2014
Sterling Financial Group, Inc. October 2013 - December 2013
TVR Communications May 2009 - August 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Outlook, Customer Service, English, Windows, Confidentiality, Time Management, Social Media, Teamwork
Education
William Paterson University of New Jersey 2012 — 2015
Financial Planning Major and Accounting Minor, Accounting and Finance, Senior
Middlesex County College
Associate of Arts (AA), Liberal Arts
William Paterson University August 2013 - April 2015
Charles Schwab June 2014 - August 2014
Sterling Financial Group, Inc. October 2013 - December 2013
TVR Communications May 2009 - August 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Outlook, Customer Service, English, Windows, Confidentiality, Time Management, Social Media, Teamwork
Education
William Paterson University of New Jersey 2012 — 2015
Financial Planning Major and Accounting Minor, Accounting and Finance, Senior
Middlesex County College
Associate of Arts (AA), Liberal Arts
Daniel Dalpra Daniel Dalpra's Charles Schwab Experience March 2007 - Present
Job Senior Equity Trading Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2007 - Present
Skills
Series 7, Securities, Series 63, Equities, Risk Management, Series 9/10, Global Trade Management, Electronic Trading, Portfolio Management, Strategic Planning
Education
Michigan State University 1991 — 1995
B.A. Economics
Charles Schwab March 2007 - Present
Skills
Series 7, Securities, Series 63, Equities, Risk Management, Series 9/10, Global Trade Management, Electronic Trading, Portfolio Management, Strategic Planning
Education
Michigan State University 1991 — 1995
B.A. Economics
Erica Mellema's Charles Schwab Experience June 2015 - Present
Job Marketing Specialist
Industry Financial Services
Experience
Charles Schwab June 2015 - Present
Charles Schwab January 2013 - June 2015
Stryker Orthopaedics April 2012 - January 2013
Stryker Medical February 2011 - April 2012
Stryker Medical May 2010 - February 2011
Stryker Instruments September 2009 - April 2010
United Engravers, Inc October 2006 - July 2009
Skills
Training, Talent Acquisition, Marketing, Event Planning, Recruiting, Sales, Team Building, Customer Service, Project Management, Microsoft Excel, Contract Negotiation, Sales Operations, PowerPoint, Interviews, Management
Education
Michigan State University 2002 — 2006
Bachelor of Science, Apparel & Textile Design/Graphic Design
Charles Schwab June 2015 - Present
Charles Schwab January 2013 - June 2015
Stryker Orthopaedics April 2012 - January 2013
Stryker Medical February 2011 - April 2012
Stryker Medical May 2010 - February 2011
Stryker Instruments September 2009 - April 2010
United Engravers, Inc October 2006 - July 2009
Skills
Training, Talent Acquisition, Marketing, Event Planning, Recruiting, Sales, Team Building, Customer Service, Project Management, Microsoft Excel, Contract Negotiation, Sales Operations, PowerPoint, Interviews, Management
Education
Michigan State University 2002 — 2006
Bachelor of Science, Apparel & Textile Design/Graphic Design
Brian C. Bender Brian C. Bender's Charles Schwab Experience July 1997 - October 2004
Job Schwab Retirement Plan Sales: Working with companies and consultants to meet clients’ retirement plan needs
Industry Financial Services
Experience
Schwab Retirement Plan Services, Inc. January 2007 - Present
Fidelity Investments October 2004 - January 2007
Charles Schwab July 1997 - October 2004
Skills
Sales Process, Business Development, Sales, Account Management, Sales Management, New Business Development, Series 24, Series 7, Series 63
Education
Miami University 1993 — 1997
B.S., Finance & Marketing Double Major, School of Business
Schwab Retirement Plan Services, Inc. January 2007 - Present
Fidelity Investments October 2004 - January 2007
Charles Schwab July 1997 - October 2004
Skills
Sales Process, Business Development, Sales, Account Management, Sales Management, New Business Development, Series 24, Series 7, Series 63
Education
Miami University 1993 — 1997
B.S., Finance & Marketing Double Major, School of Business
Emily Furlong's Charles Schwab Experience November 2007 - October 2009
Job Professional Programs Administrator, Architecture Department, Tyler School of Art at Temple University
Industry Higher Education
Experience
Temple University September 2014 - Present
University of Pennsylvania August 2013 - June 2014
Harvard Graduate School of Education January 2012 - July 2013
The Leadership and Learning Center October 2009 - December 2011
Charles Schwab November 2007 - October 2009
Skills
Staff Development, Event Management, Event Planning, Nonprofits, Marketing, Teaching, Research, Fundraising, Volunteer Management, Program Development, Instructional Design, Community Outreach, Curriculum Design, Coaching, Public Speaking, Curriculum Development, Higher Education, Student Affairs, Leadership Development, Student Development, Adult Education
Education
University of Pennsylvania 2013 — 2014
Master of Science in Education, Higher Education/Higher Education Administration
Middlebury College 2000 — 2004
BA, Psychology
Burlington High School 1996 — 2000
Temple University September 2014 - Present
University of Pennsylvania August 2013 - June 2014
Harvard Graduate School of Education January 2012 - July 2013
The Leadership and Learning Center October 2009 - December 2011
Charles Schwab November 2007 - October 2009
Skills
Staff Development, Event Management, Event Planning, Nonprofits, Marketing, Teaching, Research, Fundraising, Volunteer Management, Program Development, Instructional Design, Community Outreach, Curriculum Design, Coaching, Public Speaking, Curriculum Development, Higher Education, Student Affairs, Leadership Development, Student Development, Adult Education
Education
University of Pennsylvania 2013 — 2014
Master of Science in Education, Higher Education/Higher Education Administration
Middlebury College 2000 — 2004
BA, Psychology
Burlington High School 1996 — 2000
Olga Koecher Olga Koecher's Charles Schwab Experience September 1993 - January 1999
Job Senior Analyst at 1stWEST Mergers & Acquisitions
Industry Financial Services
Experience
1st WEST Mergers & Acquisitions January 2008 - Present
Kaulkin Ginsberg January 1999 - November 2002
Charles Schwab September 1993 - January 1999
Skills
Equity Research, Due Diligence, Mergers, Financial Modeling, Deal Execution, DCF, Valuation, Business Valuation, Private Equity, Mergers & Acquisitions, M&A experience, Corporate Development, Equities, Strategy, Financial Analysis
Education
University of Maryland - Robert H. Smith School of Business 1996 — 1999
MBA, Finance
Middlebury College 1989 — 1993
BA, Political Science / French Literature
Marymount International 1981 — 1985
1st WEST Mergers & Acquisitions January 2008 - Present
Kaulkin Ginsberg January 1999 - November 2002
Charles Schwab September 1993 - January 1999
Skills
Equity Research, Due Diligence, Mergers, Financial Modeling, Deal Execution, DCF, Valuation, Business Valuation, Private Equity, Mergers & Acquisitions, M&A experience, Corporate Development, Equities, Strategy, Financial Analysis
Education
University of Maryland - Robert H. Smith School of Business 1996 — 1999
MBA, Finance
Middlebury College 1989 — 1993
BA, Political Science / French Literature
Marymount International 1981 — 1985
Kevin Bowman Kevin Bowman's Charles Schwab Experience December 2007 - Present
Job Managing Director, Product Management at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 2007 - Present
Skills
401k, Series 7, Series 63, Mutual Funds, Asset Allocation, Investment Management, Series 24, Defined Contribution, Alternative Investments, ETFs, Employee Benefits, Financial Risk, Equities, Fixed Income, Investment Strategies, Investments, Management, Pensions, Portfolio Management, Retirement
Education
Miami University 1991 — 1995
Bachelor of Science (B.S.), Finance, General
Charles Schwab December 2007 - Present
Skills
401k, Series 7, Series 63, Mutual Funds, Asset Allocation, Investment Management, Series 24, Defined Contribution, Alternative Investments, ETFs, Employee Benefits, Financial Risk, Equities, Fixed Income, Investment Strategies, Investments, Management, Pensions, Portfolio Management, Retirement
Education
Miami University 1991 — 1995
Bachelor of Science (B.S.), Finance, General
Brian Pietrangelo Brian Pietrangelo's Charles Schwab Experience January 2007 - Present
Job Managing Director Investment Consulting at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2007 - Present
Charles Schwab 2003 - 2006
Merrill Lynch 1998 - 2003
Towers Watson 1996 - 1998
Towers Watson 1993 - 1996
Skills
Investments, Employee Benefits, Institutional, Retirement, Financial Planning, Strategic Planning, Client Relationship..., Leadership Development
Education
University of Dayton 1991 — 1992
MBA
Miami University 1986 — 1990
Bachelor of Science, Finance
Charles Schwab January 2007 - Present
Charles Schwab 2003 - 2006
Merrill Lynch 1998 - 2003
Towers Watson 1996 - 1998
Towers Watson 1993 - 1996
Skills
Investments, Employee Benefits, Institutional, Retirement, Financial Planning, Strategic Planning, Client Relationship..., Leadership Development
Education
University of Dayton 1991 — 1992
MBA
Miami University 1986 — 1990
Bachelor of Science, Finance
Daniel Steinkerchner Daniel Steinkerchner's Charles Schwab Experience June 2013 - August 2013
Job Corporate Analyst at JPMorgan Chase
Industry Financial Services
Experience
Charles Schwab June 2013 - August 2013
Skills
Corporate Finance
Education
Miami University 2010 — 2014
Bachelor's degree, Finance
Charles Schwab June 2013 - August 2013
Skills
Corporate Finance
Education
Miami University 2010 — 2014
Bachelor's degree, Finance
Bill Holland's Charles Schwab Experience 1988 - 1990
Job Principal owner/ affiliated with BeamPines
Industry Professional Training & Coaching
Experience
R. William Holland Consulting/ BeamPines,Inc, a Global Talent Management Company 2008 - Present
United Professionals April 2005 - January 2009
Right Management 1999 - 2006
Andersen Consulting 1996 - 1998
Meridian Bank 1995 - 1998
University of Pennsylvania 1991 - 1994
Charles Schwab 1988 - 1990
Chase Manhattan Corporation 1986 - 1988
Pizza Hut June 1984 - June 1986
PepsiCo June 1982 - June 1984
Skills
job search strategies, Career Management, Public Speaking, Executive Coaching, Team Building, Organizational..., Coaching, Talent Management, Career Counseling, Nonprofits, Staff Development, Human Resources, Conflict Resolution, Organizational..., Fundraising, Change Management, Employee Relations, Career Development, Job Search, Performance Management, Job Search Strategies, Strategy, Employee Benefits, Management Consulting, Leadership, Personnel Management, Leadership Development, Benefits Administration, College Recruiting, Succession Planning, Interviews, Emotional Intelligence, Resume Writing, Organizational Design, Onboarding, Career Assessment, Talent Acquisition, Training, Employee Engagement, Executive Development, Management Development, 360 Feedback, Employee Training, Workshop Facilitation, Culture Change, Personal Development, MBTI, Cover Letters, Workforce Planning, Consulting
Education
Michigan State University 1968 — 1971
PhD, Political Science
R. William Holland Consulting/ BeamPines,Inc, a Global Talent Management Company 2008 - Present
United Professionals April 2005 - January 2009
Right Management 1999 - 2006
Andersen Consulting 1996 - 1998
Meridian Bank 1995 - 1998
University of Pennsylvania 1991 - 1994
Charles Schwab 1988 - 1990
Chase Manhattan Corporation 1986 - 1988
Pizza Hut June 1984 - June 1986
PepsiCo June 1982 - June 1984
Skills
job search strategies, Career Management, Public Speaking, Executive Coaching, Team Building, Organizational..., Coaching, Talent Management, Career Counseling, Nonprofits, Staff Development, Human Resources, Conflict Resolution, Organizational..., Fundraising, Change Management, Employee Relations, Career Development, Job Search, Performance Management, Job Search Strategies, Strategy, Employee Benefits, Management Consulting, Leadership, Personnel Management, Leadership Development, Benefits Administration, College Recruiting, Succession Planning, Interviews, Emotional Intelligence, Resume Writing, Organizational Design, Onboarding, Career Assessment, Talent Acquisition, Training, Employee Engagement, Executive Development, Management Development, 360 Feedback, Employee Training, Workshop Facilitation, Culture Change, Personal Development, MBTI, Cover Letters, Workforce Planning, Consulting
Education
Michigan State University 1968 — 1971
PhD, Political Science
Marie Waterman Marie Waterman's Charles Schwab Experience June 1989 - June 2004
Job The Orinda Association
Industry Nonprofit Organization Management
Experience
The Orinda Association November 2009 - Present
Seismicom September 2007 - September 2007
Wells Fargo Bank August 2005 - July 2006
Charles Schwab June 1989 - June 2004
Equitec Financial Group 1900 - 1910
Skills
PMP, Visio, PMO, Risk Management, Project Portfolio..., Requirements Analysis, Software Project..., Requirements Gathering, Agile Project Management, Project Planning, Cross-functional Team..., SharePoint, Data Warehousing, IT Strategy, Leadership, Management, Training, Project Management, Agile Methodologies
Education
Mills College
BA, American Studies, Music
The Orinda Association November 2009 - Present
Seismicom September 2007 - September 2007
Wells Fargo Bank August 2005 - July 2006
Charles Schwab June 1989 - June 2004
Equitec Financial Group 1900 - 1910
Skills
PMP, Visio, PMO, Risk Management, Project Portfolio..., Requirements Analysis, Software Project..., Requirements Gathering, Agile Project Management, Project Planning, Cross-functional Team..., SharePoint, Data Warehousing, IT Strategy, Leadership, Management, Training, Project Management, Agile Methodologies
Education
Mills College
BA, American Studies, Music
Katherine Hardiman Katherine Hardiman's Charles Schwab Experience August 2015 - Present
Job Broker Trainee at Charles Schwab
Industry
Experience
Charles Schwab August 2015 - Present
Element Day Spa May 2014 - August 2014
People Making Good PR May 2014 - August 2014
Wilson's Restaurant June 2009 - August 2013
Brimmer and May April 2011 - June 2011
Skills
Microsoft Office, Microsoft Excel, Customer Service, Filing, Teaching, Operations Management, Microsoft Word, Time Management, Public Speaking, Event Planning, Teamwork, Research, PowerPoint, Press Releases, Social Media
Education
Miami University 2011 — 2015
Bachelor of Arts (BA), Strategic Communication
Charles Schwab August 2015 - Present
Element Day Spa May 2014 - August 2014
People Making Good PR May 2014 - August 2014
Wilson's Restaurant June 2009 - August 2013
Brimmer and May April 2011 - June 2011
Skills
Microsoft Office, Microsoft Excel, Customer Service, Filing, Teaching, Operations Management, Microsoft Word, Time Management, Public Speaking, Event Planning, Teamwork, Research, PowerPoint, Press Releases, Social Media
Education
Miami University 2011 — 2015
Bachelor of Arts (BA), Strategic Communication
Ted Barnhart Ted Barnhart's Charles Schwab Experience 2006 - 2008
Job Registered Investment Advisor / Austrian School of Investment Thought Blog
Industry Investment Management
Experience
Barnhart Investment Advisory 2008 - Present
Charles Schwab 2006 - 2008
Morgan Stanley 2004 - 2006
Raymond James & Associates, Inc 2002 - 2003
Peters Securities and TJM Institutional 1997 - 2002
Merrill Lynch 1995 - 1997
Olde Discount Stockbrokers 1994 - 1995
Chicago Title & Trust 1992 - 1994
Arthur Andersen & Co. 1990 - 1992
Education
Michigan State University 1985 — 1990
BA, Accounting
Barnhart Investment Advisory 2008 - Present
Charles Schwab 2006 - 2008
Morgan Stanley 2004 - 2006
Raymond James & Associates, Inc 2002 - 2003
Peters Securities and TJM Institutional 1997 - 2002
Merrill Lynch 1995 - 1997
Olde Discount Stockbrokers 1994 - 1995
Chicago Title & Trust 1992 - 1994
Arthur Andersen & Co. 1990 - 1992
Education
Michigan State University 1985 — 1990
BA, Accounting
Daniel O'Neil Daniel O'Neil's Charles Schwab Experience September 2011 - Present
Job EVP at optionsXpress by Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2011 - Present
optionsXpress January 2007 - Present
XPRESSTRADE, LLC 1996 - January 2007
Anspacher & Associates June 1991 - January 2007
Chicago Board Options Exchange 1993 - 1995
Chicago Mercantile Exchange 1991 - 1993
Education
Middlebury College
BA, American Literature, French
The University of Chicago Booth School of Business
MBA, Marketing, Accounting
Charles Schwab September 2011 - Present
optionsXpress January 2007 - Present
XPRESSTRADE, LLC 1996 - January 2007
Anspacher & Associates June 1991 - January 2007
Chicago Board Options Exchange 1993 - 1995
Chicago Mercantile Exchange 1991 - 1993
Education
Middlebury College
BA, American Literature, French
The University of Chicago Booth School of Business
MBA, Marketing, Accounting
Kristopher Marin Kristopher Marin's Charles Schwab Experience September 2011 - Present
Job Trading Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2011 - Present
Stubb's Restaurant and Bar May 2009 - September 2011
Leland Lodge Restaurant June 2008 - August 2009
Skills
Financial Analysis, Sales, Series 63, Series 7, Investments, Customer Service, Account Reconciliation, Credit, Microsoft Excel, PowerPoint, Mutual Funds
Education
Michigan State University 2007 — 2011
Bachelor's, Finance
Suttons Bay High School Class of 2007
Charles Schwab September 2011 - Present
Stubb's Restaurant and Bar May 2009 - September 2011
Leland Lodge Restaurant June 2008 - August 2009
Skills
Financial Analysis, Sales, Series 63, Series 7, Investments, Customer Service, Account Reconciliation, Credit, Microsoft Excel, PowerPoint, Mutual Funds
Education
Michigan State University 2007 — 2011
Bachelor's, Finance
Suttons Bay High School Class of 2007
Daniel Seifring, Jr. Daniel Seifring, Jr.'s Charles Schwab Experience April 2000 - December 2004
Job Office Manager at Clark Associates Financial Planning
Industry Financial Services
Experience
Clark Associates Financial Planning January 2006 - Present
TD Waterhouse December 2004 - December 2005
Charles Schwab April 2000 - December 2004
Coty January 1993 - April 2000
Revlon August 1988 - January 1993
Skills
401k, Strategic Financial..., Investments, Portfolio Management, Asset Managment, Fixed Income, Wealth, Mutual Funds, Series 7, Finance, Equities, Financial Planners, Retirement, Asset Management, Securities, Pensions, Bonds, Wealth Management, Estate Planning, Series 63, ETFs, Insurance, Investment Strategies, Retirement Planning, Asset Allocation, Accounting, Investment Advisory, Analysis, Banking, Financial Services
Education
Rutgers, The State University of New Jersey-Camden 2001 — 2002
Degree not attained, Finance, General
Middlesex County College 1987 — 1998
AAS, Accounting
Clark Associates Financial Planning January 2006 - Present
TD Waterhouse December 2004 - December 2005
Charles Schwab April 2000 - December 2004
Coty January 1993 - April 2000
Revlon August 1988 - January 1993
Skills
401k, Strategic Financial..., Investments, Portfolio Management, Asset Managment, Fixed Income, Wealth, Mutual Funds, Series 7, Finance, Equities, Financial Planners, Retirement, Asset Management, Securities, Pensions, Bonds, Wealth Management, Estate Planning, Series 63, ETFs, Insurance, Investment Strategies, Retirement Planning, Asset Allocation, Accounting, Investment Advisory, Analysis, Banking, Financial Services
Education
Rutgers, The State University of New Jersey-Camden 2001 — 2002
Degree not attained, Finance, General
Middlesex County College 1987 — 1998
AAS, Accounting
Jill Groark Jill Groark's Charles Schwab Experience January 2015 - Present
Job Senior Manager Research & Marketing Analyst at Charles Schwab
Industry Market Research
Experience
Charles Schwab January 2015 - Present
MGMA January 2014 - December 2014
MGMA May 2012 - December 2013
MGMA November 2008 - May 2012
Qwest January 2006 - October 2008
Qwest May 2003 - January 2006
ConStat, Inc August 2000 - April 2003
ConStat, Inc January 2000 - August 2000
Market Facts, Inc December 1998 - January 2000
Market Facts, Inc June 1998 - December 1998
Skills
Market Research, Focus Groups, Marketing Research, Qualitative Research, Vendor Management, Customer Insight, SPSS, Competitive Analysis, Market Intelligence, Analysis, Budgets, Leadership, Telecommunications, Management, Program Management, Product Development, Process Improvement
Education
Miami University 1994 — 1998
BA, Psychology
Charles Schwab January 2015 - Present
MGMA January 2014 - December 2014
MGMA May 2012 - December 2013
MGMA November 2008 - May 2012
Qwest January 2006 - October 2008
Qwest May 2003 - January 2006
ConStat, Inc August 2000 - April 2003
ConStat, Inc January 2000 - August 2000
Market Facts, Inc December 1998 - January 2000
Market Facts, Inc June 1998 - December 1998
Skills
Market Research, Focus Groups, Marketing Research, Qualitative Research, Vendor Management, Customer Insight, SPSS, Competitive Analysis, Market Intelligence, Analysis, Budgets, Leadership, Telecommunications, Management, Program Management, Product Development, Process Improvement
Education
Miami University 1994 — 1998
BA, Psychology
Howard A. Pulker, CFA Howard A. Pulker, CFA's Charles Schwab Experience September 2009 - June 2012
Job Vice President and Senior Portfolio Manger at Orrstown Financial Advisors
Industry Investment Management
Experience
Orrstown Financial Advisors October 2012 - Present
Columbia College Orlando August 2010 - October 2012
Fifth Third Bank September 2010 - June 2012
Charles Schwab September 2009 - June 2012
Family Office USA November 2008 - January 2010
SunTrust December 1989 - September 2008
SunTrust Banks, Inc. 2002 - 2007
SunTrust Banks, Inc. January 1995 - January 1997
Skills
Portfolio Management, Investments, Asset Management, Valuation, Equities, Capital Markets, Fixed Income, Private Equity, Alternative Investments, Risk Management, Corporate Finance, Mergers & Acquisitions, Estate Planning, Asset Managment, Banking, Financial Services, Trading, Due Diligence, Finance, Wealth Management, Marketing, Strategy, Asset Allocation, High Net Worth...
Education
University of Central Florida 1994 — 1995
MA, Applied Economics
Michigan State University 1979 — 1982
BS, Agriculture and Natural Resouces
Orrstown Financial Advisors October 2012 - Present
Columbia College Orlando August 2010 - October 2012
Fifth Third Bank September 2010 - June 2012
Charles Schwab September 2009 - June 2012
Family Office USA November 2008 - January 2010
SunTrust December 1989 - September 2008
SunTrust Banks, Inc. 2002 - 2007
SunTrust Banks, Inc. January 1995 - January 1997
Skills
Portfolio Management, Investments, Asset Management, Valuation, Equities, Capital Markets, Fixed Income, Private Equity, Alternative Investments, Risk Management, Corporate Finance, Mergers & Acquisitions, Estate Planning, Asset Managment, Banking, Financial Services, Trading, Due Diligence, Finance, Wealth Management, Marketing, Strategy, Asset Allocation, High Net Worth...
Education
University of Central Florida 1994 — 1995
MA, Applied Economics
Michigan State University 1979 — 1982
BS, Agriculture and Natural Resouces
Ryan Hengehold, MBA's Charles Schwab Experience March 2015 - Present
Job Talent Advisor with Charles Schwab (onsite through Randstad)
Industry Human Resources
Experience
Charles Schwab March 2015 - Present
Express Scripts September 2014 - November 2014
Digital Risk February 2013 - June 2014
The Primary Group 2011 - 2013
Kaplan University June 2009 - December 2010
ESS Consulting Group January 2008 - January 2009
The Primary Group August 2006 - January 2008
Executive Search Solutions December 2002 - August 2005
Robert Half April 2002 - December 2002
Skills
Recruiting, Talent Acquisition, Internet Recruiting, Onboarding, Sales, Human Resources, Employee Relations, Training, Interviews, Financial Services, Talent Management, Resume Writing, Hiring, Temporary Placement, Leadership Development, Cold Calling, Sourcing, Executive Search, Team Building, Staffing Services, Contract Recruitment, Strategic Planning, Salesforce.com, Coaching, Applicant Tracking..., 401k, Career Counseling, College Recruiting, Consulting, Employee Benefits, Leadership, Organizational..., Reviews, Series 63, Series 7, Synergies, Thought Leadership, Wikipedia, Public Speaking, Microsoft Office, Employee Training, Risk Management, Process Improvement, Customer Service, Management
Education
University of Central Florida - College of Business Administration 2007 — 2009
MBA, Management
Miami University 1993 — 1997
B.A., Political Science
Charles Schwab March 2015 - Present
Express Scripts September 2014 - November 2014
Digital Risk February 2013 - June 2014
The Primary Group 2011 - 2013
Kaplan University June 2009 - December 2010
ESS Consulting Group January 2008 - January 2009
The Primary Group August 2006 - January 2008
Executive Search Solutions December 2002 - August 2005
Robert Half April 2002 - December 2002
Skills
Recruiting, Talent Acquisition, Internet Recruiting, Onboarding, Sales, Human Resources, Employee Relations, Training, Interviews, Financial Services, Talent Management, Resume Writing, Hiring, Temporary Placement, Leadership Development, Cold Calling, Sourcing, Executive Search, Team Building, Staffing Services, Contract Recruitment, Strategic Planning, Salesforce.com, Coaching, Applicant Tracking..., 401k, Career Counseling, College Recruiting, Consulting, Employee Benefits, Leadership, Organizational..., Reviews, Series 63, Series 7, Synergies, Thought Leadership, Wikipedia, Public Speaking, Microsoft Office, Employee Training, Risk Management, Process Improvement, Customer Service, Management
Education
University of Central Florida - College of Business Administration 2007 — 2009
MBA, Management
Miami University 1993 — 1997
B.A., Political Science
Vaidas Navickas, CFA Vaidas Navickas, CFA's Charles Schwab Experience December 2013 - Present
Job Sr. Manager, Strategy at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 2013 - Present
Allstate June 2011 - November 2013
PepsiCo June 2009 - May 2011
Bain & Company October 2005 - March 2009
Standard & Poor's June 2004 - August 2004
Tigris Consulting April 2001 - November 2002
CERN June 1997 - August 1997
Skills
Strategy, Financial Modeling, Strategic Planning, Competitive Analysis, Emerging Markets, Market Entry, Analytics, Private Equity, Mergers & Acquisitions, Due Diligence, Corporate Finance, Corporate Development, Finance, Business Strategy, Management Consulting, Management, Leadership
Education
Yale University
MBA, Finance
University of Chicago
M.S., Physics
Middlebury College
B.A., Physics and Philosophy, summa cum laude, Phi Beta Kappa
Queen Anne High School
Upper Marlboro, MD
Charles Schwab December 2013 - Present
Allstate June 2011 - November 2013
PepsiCo June 2009 - May 2011
Bain & Company October 2005 - March 2009
Standard & Poor's June 2004 - August 2004
Tigris Consulting April 2001 - November 2002
CERN June 1997 - August 1997
Skills
Strategy, Financial Modeling, Strategic Planning, Competitive Analysis, Emerging Markets, Market Entry, Analytics, Private Equity, Mergers & Acquisitions, Due Diligence, Corporate Finance, Corporate Development, Finance, Business Strategy, Management Consulting, Management, Leadership
Education
Yale University
MBA, Finance
University of Chicago
M.S., Physics
Middlebury College
B.A., Physics and Philosophy, summa cum laude, Phi Beta Kappa
Queen Anne High School
Upper Marlboro, MD
Diana Galvis Diana Galvis's Charles Schwab Experience June 2010 - September 2014
Job Global Service Manager at ON Semiconductor
Industry Financial Services
Experience
ON Semiconductor September 2014 - Present
Charles Schwab June 2010 - September 2014
Charles Schwab June 2008 - June 2010
The Standard November 2006 - June 2008
Skills
Customer Relations, Account Management, Sales Support, Customer Service, Problem Solving, Spanish, Analysis, Customer Satisfaction, Cross-functional Team..., Product Development, Business Strategy, CRM, Process Improvement, Team Leadership, Leadership, Risk Management, Management, Project Management, Team Building, Finance, Call Centers, Strategy, Customer Retention, Budgets, Business Development, Strategic Planning, Sales Operations
Education
Thunderbird School of Global Management 2010 — 2012
Global MBA, Latin American Managers
Michigan State University 2003 — 2005
BA, Criminal Justice
ON Semiconductor September 2014 - Present
Charles Schwab June 2010 - September 2014
Charles Schwab June 2008 - June 2010
The Standard November 2006 - June 2008
Skills
Customer Relations, Account Management, Sales Support, Customer Service, Problem Solving, Spanish, Analysis, Customer Satisfaction, Cross-functional Team..., Product Development, Business Strategy, CRM, Process Improvement, Team Leadership, Leadership, Risk Management, Management, Project Management, Team Building, Finance, Call Centers, Strategy, Customer Retention, Budgets, Business Development, Strategic Planning, Sales Operations
Education
Thunderbird School of Global Management 2010 — 2012
Global MBA, Latin American Managers
Michigan State University 2003 — 2005
BA, Criminal Justice
David Willsey's Charles Schwab Experience June 2012 - Present
Job V.P. Regional Banking Manager at Charles Schwab
Industry Banking
Experience
Charles Schwab June 2012 - Present
Charles Schwab March 2007 - May 2012
Skills
Credit, Mortgage Lending, Loans, Banking, Risk Management
Education
Miami University 1997 — 2002
2002, Education
Charles Schwab June 2012 - Present
Charles Schwab March 2007 - May 2012
Skills
Credit, Mortgage Lending, Loans, Banking, Risk Management
Education
Miami University 1997 — 2002
2002, Education
Mark Sobecki Mark Sobecki's Charles Schwab Experience 2009 - 2011
Job Principal at E.S Consulting
Industry Online Media
Experience
E.S Consulting May 2002 - Present
Kabam November 2013 - July 2014
Genentech May 2013 - September 2013
Tradehill, Inc. March 2013 - April 2013
Charles Schwab 2009 - 2011
Dell SonicWALL July 2007 - March 2009
Intel Corporation 2006 - 2007
Fireman's Fund Insurance Company May 2002 - 2005
Avolent January 2001 - April 2002
Mattel 1997 - 2000
Skills
Product Marketing, Product Management, Cross-functional Team..., Start-ups, Strategy, E-commerce, Strategic Partnerships, Mobile Devices, Digital Marketing, New Business Development
Education
University of San Diego School of Law 1992 — 1992
Corporations/Real Estate
Michigan State University
BA, Advertising, Marketing
E.S Consulting May 2002 - Present
Kabam November 2013 - July 2014
Genentech May 2013 - September 2013
Tradehill, Inc. March 2013 - April 2013
Charles Schwab 2009 - 2011
Dell SonicWALL July 2007 - March 2009
Intel Corporation 2006 - 2007
Fireman's Fund Insurance Company May 2002 - 2005
Avolent January 2001 - April 2002
Mattel 1997 - 2000
Skills
Product Marketing, Product Management, Cross-functional Team..., Start-ups, Strategy, E-commerce, Strategic Partnerships, Mobile Devices, Digital Marketing, New Business Development
Education
University of San Diego School of Law 1992 — 1992
Corporations/Real Estate
Michigan State University
BA, Advertising, Marketing
Paul Biggs Paul Biggs's Charles Schwab Experience July 1997 - October 2002
Job Financial Professional
Industry Financial Services
Experience
Urban Lending Solutions August 2014 - March 2015
Urban Lending Solutions June 2012 - August 2014
1st Consumer Financial Solutions December 2010 - December 2011
Fair Mortgage Lending October 2005 - August 2006
OppenheimerFunds November 2004 - October 2005
Family Financial Solutions July 2003 - September 2004
Charles Schwab July 1997 - October 2002
Skills
Retirement Planning, Insurance, Estate Planning, Mortgage Lending, Financial Planners, Call Center, Retirement, Mutual Funds, Customer Service, Financial Services, Loans, Financial Planning, Strategic Financial..., Investments, Disability Insurance, Call Centers, Process Improvement, Management, Team Building, Business Development, Life Insurance, Employee Benefits, Training
Education
Metropolitan State University of Denver 2006 — 2009
BS, Finance, Financial Services
Urban Lending Solutions August 2014 - March 2015
Urban Lending Solutions June 2012 - August 2014
1st Consumer Financial Solutions December 2010 - December 2011
Fair Mortgage Lending October 2005 - August 2006
OppenheimerFunds November 2004 - October 2005
Family Financial Solutions July 2003 - September 2004
Charles Schwab July 1997 - October 2002
Skills
Retirement Planning, Insurance, Estate Planning, Mortgage Lending, Financial Planners, Call Center, Retirement, Mutual Funds, Customer Service, Financial Services, Loans, Financial Planning, Strategic Financial..., Investments, Disability Insurance, Call Centers, Process Improvement, Management, Team Building, Business Development, Life Insurance, Employee Benefits, Training
Education
Metropolitan State University of Denver 2006 — 2009
BS, Finance, Financial Services
Eric Dahlberg Eric Dahlberg's Charles Schwab Experience September 1999 - October 2001
Job Senior Investment Research Analyst at Plante Moran
Industry Investment Management
Experience
Plante Moran January 2012 - Present
United Bank & Trust August 2006 - January 2012
Bank of New York Mellon October 2001 - August 2006
Charles Schwab September 1999 - October 2001
Skills
Tactical Asset..., Investment Strategies, Alternative Investments, Bloomberg Terminal, Morningstar
Education
Rollins College - Crummer Graduate School of Business 2003 — 2006
Master's in Business Administration, Finance
Michigan State University 1992 — 1997
Bachelor of Arts, International Relations
Plante Moran January 2012 - Present
United Bank & Trust August 2006 - January 2012
Bank of New York Mellon October 2001 - August 2006
Charles Schwab September 1999 - October 2001
Skills
Tactical Asset..., Investment Strategies, Alternative Investments, Bloomberg Terminal, Morningstar
Education
Rollins College - Crummer Graduate School of Business 2003 — 2006
Master's in Business Administration, Finance
Michigan State University 1992 — 1997
Bachelor of Arts, International Relations
Robert Ebeling Robert Ebeling's Charles Schwab Experience May 2013 - Present
Job Managing Director of Consultant Relations at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2013 - Present
Fifth Third Bank October 2011 - May 2013
Fifth Third Bank April 2010 - September 2011
Fidelity Investments HR Outsourcing Division November 2005 - February 2009
Fidelity Investments Retirement Services Division March 2003 - November 2005
Fidelity Investments Retirement Services Division January 2000 - March 2003
Fidelity Investments Retirement Services Division July 1997 - January 2000
Fidelity Investments Retirement Services Division May 1994 - July 1997
Coopers & Lybrand Human Resources Advisory Group July 1992 - May 1994
CIGNA - Group Pension Division October 1991 - July 1992
Skills
Relationship Management, Retirement, Financial Services, Employee Benefits, Sales, Outsourcing, Strategy, Management, 401k, Defined Benefit, Series 63, Securities, Mutual Funds, Investment Management, Pensions, Risk Management, Retirement Planning, CRM, Leadership, Insurance, Retirement Benefits
Education
Miami University 1985 — 1989
B.S. Business, Accounting
Charles Schwab May 2013 - Present
Fifth Third Bank October 2011 - May 2013
Fifth Third Bank April 2010 - September 2011
Fidelity Investments HR Outsourcing Division November 2005 - February 2009
Fidelity Investments Retirement Services Division March 2003 - November 2005
Fidelity Investments Retirement Services Division January 2000 - March 2003
Fidelity Investments Retirement Services Division July 1997 - January 2000
Fidelity Investments Retirement Services Division May 1994 - July 1997
Coopers & Lybrand Human Resources Advisory Group July 1992 - May 1994
CIGNA - Group Pension Division October 1991 - July 1992
Skills
Relationship Management, Retirement, Financial Services, Employee Benefits, Sales, Outsourcing, Strategy, Management, 401k, Defined Benefit, Series 63, Securities, Mutual Funds, Investment Management, Pensions, Risk Management, Retirement Planning, CRM, Leadership, Insurance, Retirement Benefits
Education
Miami University 1985 — 1989
B.S. Business, Accounting
Vicki L. Manning Vicki L. Manning's Charles Schwab Experience August 1994 - August 2004
Job Wealth Creation Consultant
Industry Financial Services
Experience
Wealth Strong Partners September 2006 - Present
Federal Employee Benefits Center December 2009 - December 2012
Wealth Strong International September 2006 - February 2009
Charles Schwab August 1994 - August 2004
Fidelity Investments April 1986 - April 1993
Skills
Training, Strategic Financial..., Coaching, Wealth, Leadership Development
Education
Miami University 1976 — 1980
BA, Political Science
Wealth Strong Partners September 2006 - Present
Federal Employee Benefits Center December 2009 - December 2012
Wealth Strong International September 2006 - February 2009
Charles Schwab August 1994 - August 2004
Fidelity Investments April 1986 - April 1993
Skills
Training, Strategic Financial..., Coaching, Wealth, Leadership Development
Education
Miami University 1976 — 1980
BA, Political Science
Bud d Boyce Bud d Boyce's Charles Schwab Experience June 2012 - March 2013
Job Bartender and Server at The Distillery
Industry Restaurants
Experience
The Distillery March 2013 - Present
Charles Schwab June 2012 - March 2013
Savannah Fire and Emergency Services September 2006 - March 2012
Skills
Customer Service, Microsoft Excel, Microsoft Office, Outlook, Project Management, Microsoft Word, Process Improvement, Public Speaking
Education
Savannah College of Art and Design 2003 — 2005
studied Illustration
Michigan State University 1998 — 2001
Bachelor's degree, English Language and Literature/Letters
The Distillery March 2013 - Present
Charles Schwab June 2012 - March 2013
Savannah Fire and Emergency Services September 2006 - March 2012
Skills
Customer Service, Microsoft Excel, Microsoft Office, Outlook, Project Management, Microsoft Word, Process Improvement, Public Speaking
Education
Savannah College of Art and Design 2003 — 2005
studied Illustration
Michigan State University 1998 — 2001
Bachelor's degree, English Language and Literature/Letters
Ashley D. Male, CFP® Ashley D. Male, CFP®'s Charles Schwab Experience March 2013 - Present
Job Southeast Regional Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2013 - Present
Charles Schwab July 2011 - March 2013
Charles Schwab September 2000 - July 2011
Additional Sales/Real Estate Management Experience August 1995 - September 2000
Skills
Investments, Series 7, Mutual Funds, Retirement Planning, Wealth Management, Series 63, Investment Advisory, Retirement, Asset Allocation, Financial Services, Securities, Strategic Financial..., Asset Management, Portfolio Management, Investment Strategies, Financial Advisory, Uniform Combined State..., Insurance, Relationship Management, Risk Management, Equities, Estate Planning, Strategic Planning, Sales Management, Fixed Income, Investment Management, Business Strategy, Sales, FINRA, Series 65
Education
The Ohio State University 1993 — 1995
Bachelor's degree, Aviation/Airway Management and Operations
Miami University 1991 — 1993
Dublin Coffman High School 1987 — 1991
Charles Schwab March 2013 - Present
Charles Schwab July 2011 - March 2013
Charles Schwab September 2000 - July 2011
Additional Sales/Real Estate Management Experience August 1995 - September 2000
Skills
Investments, Series 7, Mutual Funds, Retirement Planning, Wealth Management, Series 63, Investment Advisory, Retirement, Asset Allocation, Financial Services, Securities, Strategic Financial..., Asset Management, Portfolio Management, Investment Strategies, Financial Advisory, Uniform Combined State..., Insurance, Relationship Management, Risk Management, Equities, Estate Planning, Strategic Planning, Sales Management, Fixed Income, Investment Management, Business Strategy, Sales, FINRA, Series 65
Education
The Ohio State University 1993 — 1995
Bachelor's degree, Aviation/Airway Management and Operations
Miami University 1991 — 1993
Dublin Coffman High School 1987 — 1991
Jeff Land Jeff Land's Charles Schwab Experience May 1997 - November 2002
Job Finance
Industry Financial Services
Experience
Northwestern Mutual May 2013 - Present
Robert Half International June 2012 - January 2013
Bloom Asset Management, Inc. November 2002 - January 2011
Charles Schwab May 1997 - November 2002
Citizens Bank November 1995 - May 1997
Michigan National Bank October 1990 - September 1995
Skills
Strategic Financial..., Accounting, Financial Analysis, Investments, Talent Acquisition, Recruiting, Asset Allocation
Education
Michigan State University 1985 — 1990
B.S., Food Sys Econ & Mgmt
Northwestern Mutual May 2013 - Present
Robert Half International June 2012 - January 2013
Bloom Asset Management, Inc. November 2002 - January 2011
Charles Schwab May 1997 - November 2002
Citizens Bank November 1995 - May 1997
Michigan National Bank October 1990 - September 1995
Skills
Strategic Financial..., Accounting, Financial Analysis, Investments, Talent Acquisition, Recruiting, Asset Allocation
Education
Michigan State University 1985 — 1990
B.S., Food Sys Econ & Mgmt
Betsy Snow Betsy Snow's Charles Schwab Experience 1986 - 2000
Job retired
Industry Leisure, Travel & Tourism
Experience
No longer working August 2000 - Present
Charles Schwab 1986 - 2000
CHARLES SCHWAB & C0 1986 - 2000
Rand Information Systems April 1981 - June 1985
Federal Reserve Bank of Cleveland June 1976 - May 1981
Skills
Data Center, Telecommunications, Vendor Management, Program Management, Vendor Relations, IT Management, Strategic Planning, SDLC, Project Portfolio..., Project Planning, Outsourcing, Integration, IT Strategy, Business Analysis, Disaster Recovery, Enterprise Architecture, Leadership, Management, Project Management
Education
Miami University 1972 — 1976
bachelor of science, systems analysis
No longer working August 2000 - Present
Charles Schwab 1986 - 2000
CHARLES SCHWAB & C0 1986 - 2000
Rand Information Systems April 1981 - June 1985
Federal Reserve Bank of Cleveland June 1976 - May 1981
Skills
Data Center, Telecommunications, Vendor Management, Program Management, Vendor Relations, IT Management, Strategic Planning, SDLC, Project Portfolio..., Project Planning, Outsourcing, Integration, IT Strategy, Business Analysis, Disaster Recovery, Enterprise Architecture, Leadership, Management, Project Management
Education
Miami University 1972 — 1976
bachelor of science, systems analysis
Robert Johnson, CFP® Robert Johnson, CFP®'s Charles Schwab Experience 1999 - 2004
Job Retirement Plan Professional / Account Executive Director at the Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group November 2004 - Present
Charles Schwab 1999 - 2004
Insight Enterprises 1994 - 1999
Skills
Retirement Planning, 401k, Defined Benefit, Qualified Retirement..., Defined Contribution, Retirement
Education
Metropolitan State University of Denver
Western Michigan University
Bachelor of Science
Principal Financial Group November 2004 - Present
Charles Schwab 1999 - 2004
Insight Enterprises 1994 - 1999
Skills
Retirement Planning, 401k, Defined Benefit, Qualified Retirement..., Defined Contribution, Retirement
Education
Metropolitan State University of Denver
Western Michigan University
Bachelor of Science
Ruth Stroup Ruth Stroup's Charles Schwab Experience November 2001 - August 2005
Job Farmers Insurance Agent 5108745700
Industry Insurance
Experience
Farmers Insurance - Ruth Stroup Agency January 2006 - Present
Charles Schwab November 2001 - August 2005
Charles Schwab November 1999 - November 2001
Charles Schwab January 1996 - November 1999
Skills
Risk Management, Commercial Insurance, Term Life Insurance, Umbrella Insurance, Insurance, Insurance Claims, Insurance Law, Professional Liability, General Liability, Employment Practices..., Auto Liability, Product Liability, Premises Liability, First Time Home Buyers, Surety Bonds, Small Business, Restaurant Management, Retail Management, Contractors, Life Insurance, Universal Life, Flood Insurance, Fidelity Bonds, E&O, Directors & Officers..., Employee Dishonesty, D&O, Technology E&O, Property & Casualty..., Renters, Earthquake Insurance, High Value Homes, Commercial Lines, Workers Compensation, Legal Liability, Marketing Strategy, Business Development, Public Liability, Employee Benefits, Liability Analysis, Selling, Leadership, Claim, Casualty, Store Management, Sales, Casualty Insurance, Customer Service, Customer Retention
Education
Mills College 1988 — 1991
BA, History, Studio Art
Culinary Institute of America 1980 — 1981
A.O.S, Culinary Arts and Hospitality Management
Farmers Insurance - Ruth Stroup Agency January 2006 - Present
Charles Schwab November 2001 - August 2005
Charles Schwab November 1999 - November 2001
Charles Schwab January 1996 - November 1999
Skills
Risk Management, Commercial Insurance, Term Life Insurance, Umbrella Insurance, Insurance, Insurance Claims, Insurance Law, Professional Liability, General Liability, Employment Practices..., Auto Liability, Product Liability, Premises Liability, First Time Home Buyers, Surety Bonds, Small Business, Restaurant Management, Retail Management, Contractors, Life Insurance, Universal Life, Flood Insurance, Fidelity Bonds, E&O, Directors & Officers..., Employee Dishonesty, D&O, Technology E&O, Property & Casualty..., Renters, Earthquake Insurance, High Value Homes, Commercial Lines, Workers Compensation, Legal Liability, Marketing Strategy, Business Development, Public Liability, Employee Benefits, Liability Analysis, Selling, Leadership, Claim, Casualty, Store Management, Sales, Casualty Insurance, Customer Service, Customer Retention
Education
Mills College 1988 — 1991
BA, History, Studio Art
Culinary Institute of America 1980 — 1981
A.O.S, Culinary Arts and Hospitality Management
Keith Meyer Keith Meyer's Charles Schwab Experience May 2007 - October 2008
Job CoFounder, Chief Marketing Officer at Income&
Industry Financial Services
Experience
Income& September 2014 - Present
Commonwealth Bank June 2012 - August 2014
The Bay Citizen April 2011 - May 2012
Prosper Marketplace November 2009 - April 2011
Meyer Marketing LLC July 2007 - March 2010
Charles Schwab May 2007 - October 2008
Visa, Inc. March 2003 - July 2007
Business Arts Marketing January 2002 - February 2003
Wells Fargo & Co. October 1999 - October 2000
AAA Northern California, Nevada & Utah Insurance Exchange October 1996 - October 1999
Skills
Marketing Strategy, Negotiation, Integrated Marketing, Analytics, Marketing Communications, Market Planning, Promotions, Strategic Partnerships, Email Marketing, Start-ups, Social Media, Cross-functional Team..., Online Marketing, Marketing Management, Advertising, Brand Development, New Business Development, B2C, Social Media Marketing, Customer Experience, Customer Experience..., Customer Experience..., Customer Experience..., Management, Strategic Planning, Strategy, SEM, Mobile Marketing, Customer Insight, Leadership, Customer Acquisition, Public Relations, B2B Marketing, Market Research, Direct Mail, Sales, Direct Marketing, Marketing, User Experience, Lead Generation, E-commerce, Google Adwords, Customer Experience..., Digital Marketing, Product Marketing, Facebook, Online Advertising
Education
Thunderbird School of Global Management 1991 — 1992
Global MBA, Asia, Marketing, Japanese
Miami University 1981 — 1985
Bachelor of Science in Business, Marketing, Decision Sciences
Income& September 2014 - Present
Commonwealth Bank June 2012 - August 2014
The Bay Citizen April 2011 - May 2012
Prosper Marketplace November 2009 - April 2011
Meyer Marketing LLC July 2007 - March 2010
Charles Schwab May 2007 - October 2008
Visa, Inc. March 2003 - July 2007
Business Arts Marketing January 2002 - February 2003
Wells Fargo & Co. October 1999 - October 2000
AAA Northern California, Nevada & Utah Insurance Exchange October 1996 - October 1999
Skills
Marketing Strategy, Negotiation, Integrated Marketing, Analytics, Marketing Communications, Market Planning, Promotions, Strategic Partnerships, Email Marketing, Start-ups, Social Media, Cross-functional Team..., Online Marketing, Marketing Management, Advertising, Brand Development, New Business Development, B2C, Social Media Marketing, Customer Experience, Customer Experience..., Customer Experience..., Customer Experience..., Management, Strategic Planning, Strategy, SEM, Mobile Marketing, Customer Insight, Leadership, Customer Acquisition, Public Relations, B2B Marketing, Market Research, Direct Mail, Sales, Direct Marketing, Marketing, User Experience, Lead Generation, E-commerce, Google Adwords, Customer Experience..., Digital Marketing, Product Marketing, Facebook, Online Advertising
Education
Thunderbird School of Global Management 1991 — 1992
Global MBA, Asia, Marketing, Japanese
Miami University 1981 — 1985
Bachelor of Science in Business, Marketing, Decision Sciences
Kyle Hyden's Charles Schwab Experience March 2013 - Present
Job Resolution Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2013 - Present
Charles Schwab August 2011 - March 2013
Education
Midwestern State University 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Notre Dame de Namur University 2006 — 2007
Business/Commerce, General
Charles Schwab March 2013 - Present
Charles Schwab August 2011 - March 2013
Education
Midwestern State University 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Notre Dame de Namur University 2006 — 2007
Business/Commerce, General
Stephanie Reiley Stephanie Reiley's Charles Schwab Experience February 2013 - Present
Job Senior Product Manager Schwab.com / Schwab Intelligent Portfolios
Industry Financial Services
Experience
Charles Schwab February 2013 - Present
Charles Schwab November 2009 - February 2013
Fiserv May 2008 - October 2009
PetSmart November 2003 - November 2004
Intel Corporation January 2003 - November 2003
Charles Schwab August 1996 - October 2002
Skills
Data Quality, Master Data Management, Data Architecture, Data Warehousing, Metadata Management, Data Modeling, Data Integration, Data Warehouse..., Teradata, Business Intelligence, Reference Data, Competitive Intelligence, Competitive Analysis, Decision Support, Business Objects, Project Management, PMP, Hadoop, Business Analysis, CRM, SQL, SAS programming, Tableau, SiteCatalyst, Splunk, WCAG 2.0, Section 508, Accessibility, W3C Accessibility, JAWS, Program Management, SDLC, Analytics, Agile Methodologies, Microstrategy, Data Mining, Visio, WCAG, Omniture, Management, Leadership, Vendor Management
Education
Michigan State University 1987 — 1990
Bachelor of Arts (B.A.), Honors College
Charles Schwab February 2013 - Present
Charles Schwab November 2009 - February 2013
Fiserv May 2008 - October 2009
PetSmart November 2003 - November 2004
Intel Corporation January 2003 - November 2003
Charles Schwab August 1996 - October 2002
Skills
Data Quality, Master Data Management, Data Architecture, Data Warehousing, Metadata Management, Data Modeling, Data Integration, Data Warehouse..., Teradata, Business Intelligence, Reference Data, Competitive Intelligence, Competitive Analysis, Decision Support, Business Objects, Project Management, PMP, Hadoop, Business Analysis, CRM, SQL, SAS programming, Tableau, SiteCatalyst, Splunk, WCAG 2.0, Section 508, Accessibility, W3C Accessibility, JAWS, Program Management, SDLC, Analytics, Agile Methodologies, Microstrategy, Data Mining, Visio, WCAG, Omniture, Management, Leadership, Vendor Management
Education
Michigan State University 1987 — 1990
Bachelor of Arts (B.A.), Honors College
Michael Roush, MBA Michael Roush, MBA's Charles Schwab Experience August 2005 - June 2011
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2015 - Present
Worthington Industries July 2014 - July 2015
Jones Day November 2011 - July 2014
Charles Schwab August 2005 - June 2011
Skills
Analysis, Finance, Financial Analysis, Forecasting, Auditing, Budgets, Valuation, Investments, Internal Controls, Strategic Planning, Project Management, Managerial Finance, Management, Negotiation, Variance Analysis, Accounts Payable, Account Management, Training, Mutual Funds, Accounting
Education
The University of Akron 2008 — 2011
MBA, International Finance
Miami University 2001 — 2005
BS, Finance
Merrill Lynch August 2015 - Present
Worthington Industries July 2014 - July 2015
Jones Day November 2011 - July 2014
Charles Schwab August 2005 - June 2011
Skills
Analysis, Finance, Financial Analysis, Forecasting, Auditing, Budgets, Valuation, Investments, Internal Controls, Strategic Planning, Project Management, Managerial Finance, Management, Negotiation, Variance Analysis, Accounts Payable, Account Management, Training, Mutual Funds, Accounting
Education
The University of Akron 2008 — 2011
MBA, International Finance
Miami University 2001 — 2005
BS, Finance
Benjamin Haffner Benjamin Haffner's Charles Schwab Experience April 2013 - Present
Job Associate Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2013 - Present
First Empire Securities, Inc June 2011 - April 2013
The WaterFront Center May 2010 - August 2010
Northport Yacht Club May 2007 - August 2009
Skills
PowerPoint, Microsoft Excel, Access, Bloomberg, Series 7, Series 63, Sales, Fixed Income, Microsoft Office, Equities, Insurance, Banking, Strategic Financial..., Management, Leadership
Education
Miami University 2007 — 2011
Finance
Charles Schwab April 2013 - Present
First Empire Securities, Inc June 2011 - April 2013
The WaterFront Center May 2010 - August 2010
Northport Yacht Club May 2007 - August 2009
Skills
PowerPoint, Microsoft Excel, Access, Bloomberg, Series 7, Series 63, Sales, Fixed Income, Microsoft Office, Equities, Insurance, Banking, Strategic Financial..., Management, Leadership
Education
Miami University 2007 — 2011
Finance
Melissa A. Duffy, AIF ®'s Charles Schwab Experience October 1999 - September 2000
Job Managing Director, Partner at Simmons Wilkes Investment Advisors HighTower
Industry Financial Services
Experience
HighTower August 2015 - Present
Duffy Anderson Investment Management October 2008 - August 2015
Wachovia Securities November 2007 - October 2008
A.G. Edwards & Sons, Inc. May 2002 - November 2007
Rydex Investments February 2001 - May 2002
Charles Schwab October 1999 - September 2000
State Street Research May 1997 - September 1999
Fidelity Investments October 1995 - May 1997
Skills
Small Business, Retirement Planning, Management, Marketing, Public Speaking, Training, Sales, Leadership, Nonprofits, Financial Analysis
Education
Miami University 1991 — 1995
Bachelor of Arts (B.A.), International/Global Studies
The Williston Northampton School
HighTower August 2015 - Present
Duffy Anderson Investment Management October 2008 - August 2015
Wachovia Securities November 2007 - October 2008
A.G. Edwards & Sons, Inc. May 2002 - November 2007
Rydex Investments February 2001 - May 2002
Charles Schwab October 1999 - September 2000
State Street Research May 1997 - September 1999
Fidelity Investments October 1995 - May 1997
Skills
Small Business, Retirement Planning, Management, Marketing, Public Speaking, Training, Sales, Leadership, Nonprofits, Financial Analysis
Education
Miami University 1991 — 1995
Bachelor of Arts (B.A.), International/Global Studies
The Williston Northampton School
Dan Haynes Dan Haynes's Charles Schwab Experience April 2015 - Present
Job
Industry Financial Services
Experience
Charles Schwab April 2015 - Present
Summit Strategies Group April 2015 - Present
Buckingham Family of Financial Services June 2007 - April 2015
BAM Advisor Services June 2007 - April 2015
Williamsville State Bank & Trust June 2004 - June 2007
K's Merchandise May 2000 - May 2004
Skills
Compliance, SEC, USA PATRIOT Act, OFAC, AML, Bank Secrecy Act, Investment Advisers Act, Social Media, Mutual Funds, Dodd-Frank, Risk Assessment, Regulations
Education
University of Illinois Springfield 2006 — 2007
Masters, Business Administration
Millikin University 2000 — 2004
Bachelor of Science, Finance
Meridian High School 1996 — 2000
Charles Schwab April 2015 - Present
Summit Strategies Group April 2015 - Present
Buckingham Family of Financial Services June 2007 - April 2015
BAM Advisor Services June 2007 - April 2015
Williamsville State Bank & Trust June 2004 - June 2007
K's Merchandise May 2000 - May 2004
Skills
Compliance, SEC, USA PATRIOT Act, OFAC, AML, Bank Secrecy Act, Investment Advisers Act, Social Media, Mutual Funds, Dodd-Frank, Risk Assessment, Regulations
Education
University of Illinois Springfield 2006 — 2007
Masters, Business Administration
Millikin University 2000 — 2004
Bachelor of Science, Finance
Meridian High School 1996 — 2000
Janet Blake Janet Blake's Charles Schwab Experience 2011 - Present
Job Senior User Experience Designer
Industry Design
Experience
Charles Schwab 2011 - Present
Charles Schwab 2008 - 2011
Freelance 2005 - 2007
Yahoo! August 2004 - December 2004
Classroom Connect August 2003 - May 2004
Hot Studio December 2000 - July 2003
Rare Medium May 1999 - June 2000
Rare Medium June 1998 - May 1999
Skills
User Experience, Information Architecture, User-centered Design, Usability Testing, Interaction Design, User Experience Design, User Interface Design, Mobile Applications, User Interface, User Research, Experience Design, Wireframes, Information Design, Wire Framing, Heuristic Evaluation, Usability, Design Strategy, Requirements Analysis, Persona, User Scenarios, Visual Design, Content Strategy, OmniGraffle, Usability Engineering, Accessibility, Rapid Prototyping, VIsio, Cognitive walkthrough, InVision, Axure RP, Sketch, Responsive Web Design
Education
Michigan State University
BA, Economics - High Honors
Michigan State University
Digital Media Arts Program
Charles Schwab 2011 - Present
Charles Schwab 2008 - 2011
Freelance 2005 - 2007
Yahoo! August 2004 - December 2004
Classroom Connect August 2003 - May 2004
Hot Studio December 2000 - July 2003
Rare Medium May 1999 - June 2000
Rare Medium June 1998 - May 1999
Skills
User Experience, Information Architecture, User-centered Design, Usability Testing, Interaction Design, User Experience Design, User Interface Design, Mobile Applications, User Interface, User Research, Experience Design, Wireframes, Information Design, Wire Framing, Heuristic Evaluation, Usability, Design Strategy, Requirements Analysis, Persona, User Scenarios, Visual Design, Content Strategy, OmniGraffle, Usability Engineering, Accessibility, Rapid Prototyping, VIsio, Cognitive walkthrough, InVision, Axure RP, Sketch, Responsive Web Design
Education
Michigan State University
BA, Economics - High Honors
Michigan State University
Digital Media Arts Program
Amy Nichols Amy Nichols's Charles Schwab Experience October 2008 - April 2011
Job
Industry Marketing and Advertising
Experience
The Information May 2015 - Present
Amy Nichols Special Events 2005 - Present
VentureBeat September 2013 - May 2015
Zynga May 2012 - June 2013
InMobi September 2011 - May 2012
Charles Schwab October 2008 - April 2011
Williams-Sonoma, Inc January 2006 - October 2008
JPMorgan Chase May 2003 - December 2005
Donaldson, Lufkin & Jenrette May 1999 - April 2002
Credit Suisse 1999 - 2002
Skills
Cross-functional Team..., Integrated Marketing, Marketing Strategy, Marketing, Marketing Communications, Social Media Marketing, Project Management, Social Media, Brand Management, Product Marketing, Business Development, Advertising, Marketing Management, Leadership, Event Planning, Event Management, Corporate Events, Coordinating Events, Public Relations, Management, Internal Communications, Training, Budgets, Program Management, Newsletters
Education
Middlebury College 1993 — 1997
BA, American Literature & Spanish
The Cate School 1989 — 1993
High School Diploma
The Information May 2015 - Present
Amy Nichols Special Events 2005 - Present
VentureBeat September 2013 - May 2015
Zynga May 2012 - June 2013
InMobi September 2011 - May 2012
Charles Schwab October 2008 - April 2011
Williams-Sonoma, Inc January 2006 - October 2008
JPMorgan Chase May 2003 - December 2005
Donaldson, Lufkin & Jenrette May 1999 - April 2002
Credit Suisse 1999 - 2002
Skills
Cross-functional Team..., Integrated Marketing, Marketing Strategy, Marketing, Marketing Communications, Social Media Marketing, Project Management, Social Media, Brand Management, Product Marketing, Business Development, Advertising, Marketing Management, Leadership, Event Planning, Event Management, Corporate Events, Coordinating Events, Public Relations, Management, Internal Communications, Training, Budgets, Program Management, Newsletters
Education
Middlebury College 1993 — 1997
BA, American Literature & Spanish
The Cate School 1989 — 1993
High School Diploma
Sharon Alger Sharon Alger's Charles Schwab Experience September 1998 - June 1999
Job Information Technology and Services Consultant
Industry Information Technology and Services
Experience
BigFix, an IBM Company August 2007 - Present
Wells Fargo 2003 - 2006
IT Ascent 2004 - 2005
Big Brothers Big Sisters 2003 - 2003
Salesforce.Com 2001 - 2003
KiraCom 1999 - 2000
Avolent 1999 - 2000
Avolent 1999 - 2000
Charles Schwab September 1998 - June 1999
Genentech November 1996 - August 1997
Skills
Testing, Unix, Quality Assurance, Agile Methodologies
Education
Michigan State University 1980 — 1985
Bachelor of Science (BS), Mechanical Engineering
BigFix, an IBM Company August 2007 - Present
Wells Fargo 2003 - 2006
IT Ascent 2004 - 2005
Big Brothers Big Sisters 2003 - 2003
Salesforce.Com 2001 - 2003
KiraCom 1999 - 2000
Avolent 1999 - 2000
Avolent 1999 - 2000
Charles Schwab September 1998 - June 1999
Genentech November 1996 - August 1997
Skills
Testing, Unix, Quality Assurance, Agile Methodologies
Education
Michigan State University 1980 — 1985
Bachelor of Science (BS), Mechanical Engineering
Rheami Littleton Rheami Littleton's Charles Schwab Experience June 2000 - August 2000
Job Manager, T&E at The Walt Disney Company
Industry Entertainment
Experience
The Walt Disney Company August 2012 - Present
Family Physicians Group June 2011 - July 2012
Consumers Energy July 2010 - May 2011
Consumers Energy August 2001 - July 2010
Charles Schwab June 2000 - August 2000
Skills
SAP, Strategic Planning, Change Management, Financial Analysis, Financial Reporting, Financial Planning, SQL, Visual Basic, Macro, Financial Forecasting, Continuous Improvement, Lean Initiatives, Database Management, Performance Reporting, Group Presentations, Executive Reporting, Leadership, Management, Analysis, Project Management, Process Improvement
Education
Spring Arbor University 2010 — 2012
Master of Business Administration
Michigan State University - The Eli Broad Graduate School of Management 1997 — 2001
B.A., Finance
The Walt Disney Company August 2012 - Present
Family Physicians Group June 2011 - July 2012
Consumers Energy July 2010 - May 2011
Consumers Energy August 2001 - July 2010
Charles Schwab June 2000 - August 2000
Skills
SAP, Strategic Planning, Change Management, Financial Analysis, Financial Reporting, Financial Planning, SQL, Visual Basic, Macro, Financial Forecasting, Continuous Improvement, Lean Initiatives, Database Management, Performance Reporting, Group Presentations, Executive Reporting, Leadership, Management, Analysis, Project Management, Process Improvement
Education
Spring Arbor University 2010 — 2012
Master of Business Administration
Michigan State University - The Eli Broad Graduate School of Management 1997 — 2001
B.A., Finance
Christine Garofoli Christine Garofoli's Charles Schwab Experience December 1996 - March 2006
Job Digital Strategy/Product Management/Marketing Professional
Industry Internet
Experience
Independent Consulting October 2010 - Present
BlackRock/Barclays Global-iShares February 2008 - January 2011
MOG July 2007 - December 2007
AAA March 2006 - July 2007
Charles Schwab December 1996 - March 2006
Intuit October 1993 - March 1996
Nestle Beverage Company May 1992 - October 1993
Milwaukee Journal Sentinel August 1990 - January 1991
Skills
Customer Experience..., Product Management, User Experience, Product Marketing, Usability Testing, Information Architecture, E-commerce, Strategy, Digital Marketing, Marketing Communications, Integrated Marketing, Cross-functional Team..., Leadership, Marketing, Digital Strategy, Management, Online Marketing, Strategic Planning, Start-ups, Business Strategy, Product Development, Marketing Strategy
Education
Monterey Institute of International Studies 1991 — 1993
MBA, International Marketing, Italian
University of Wisconsin-Madison 1986 — 1990
BA, Journalism & Italian
West High School 1982 — 1986
Independent Consulting October 2010 - Present
BlackRock/Barclays Global-iShares February 2008 - January 2011
MOG July 2007 - December 2007
AAA March 2006 - July 2007
Charles Schwab December 1996 - March 2006
Intuit October 1993 - March 1996
Nestle Beverage Company May 1992 - October 1993
Milwaukee Journal Sentinel August 1990 - January 1991
Skills
Customer Experience..., Product Management, User Experience, Product Marketing, Usability Testing, Information Architecture, E-commerce, Strategy, Digital Marketing, Marketing Communications, Integrated Marketing, Cross-functional Team..., Leadership, Marketing, Digital Strategy, Management, Online Marketing, Strategic Planning, Start-ups, Business Strategy, Product Development, Marketing Strategy
Education
Monterey Institute of International Studies 1991 — 1993
MBA, International Marketing, Italian
University of Wisconsin-Madison 1986 — 1990
BA, Journalism & Italian
West High School 1982 — 1986
Kyle Reichenbach Kyle Reichenbach's Charles Schwab Experience February 1994 - May 1998
Job Client Service Coordinator at Strategic Wealth Designers
Industry Financial Services
Experience
Strategic Wealth Designers October 2014 - Present
Steele Equine Clinic September 2014 - October 2014
Siena College August 2013 - April 2014
LeoPardus Group/K Reich Inc. July 2003 - December 2013
HOMS LLC October 2006 - December 2007
North Tech 120 January 2004 - August 2006
Tarheel Publishing Company June 1998 - August 2006
Charles Schwab February 1994 - May 1998
Federated Department Stores January 1993 - December 1993
Skills
Investments, Financial Analysis, Portfolio Management, Banking, Microsoft Excel, Corporate Finance, Retirement Solutions, Customer Service, Investment Advisory, Human Resources, Strategic Financial..., Credit, Small Business, Finance, Mergers & Acquisitions, Leadership, Financial Services
Education
Miami University 1990 — 1994
Bachelor of Science (BS), Finance major (History minor)
Strategic Wealth Designers October 2014 - Present
Steele Equine Clinic September 2014 - October 2014
Siena College August 2013 - April 2014
LeoPardus Group/K Reich Inc. July 2003 - December 2013
HOMS LLC October 2006 - December 2007
North Tech 120 January 2004 - August 2006
Tarheel Publishing Company June 1998 - August 2006
Charles Schwab February 1994 - May 1998
Federated Department Stores January 1993 - December 1993
Skills
Investments, Financial Analysis, Portfolio Management, Banking, Microsoft Excel, Corporate Finance, Retirement Solutions, Customer Service, Investment Advisory, Human Resources, Strategic Financial..., Credit, Small Business, Finance, Mergers & Acquisitions, Leadership, Financial Services
Education
Miami University 1990 — 1994
Bachelor of Science (BS), Finance major (History minor)
Steven Rathke Steven Rathke's Charles Schwab Experience May 2015 - Present
Job Senior Technical Architect, Oracle expert
Industry Information Technology and Services
Experience
Charles Schwab May 2015 - Present
Avout January 2015 - February 2015
Kforce Inc June 2014 - October 2014
Accenture September 2011 - April 2014
SpatialInfo September 2010 - June 2011
SpatialInfo September 2010 - June 2011
Comcast Cable December 2008 - February 2010
Lockheed Martin August 2004 - December 2008
Oracle June 2002 - August 2004
Skills
Enterprise Architecture, Oracle, Databases, Database Design, Oracle Applications, Performance Tuning, Software Development, SQL, SDLC, PL/SQL, Oracle E-Business Suite, Solution Architecture, Data Warehousing, SOA, Integration, Requirements Analysis, Business Intelligence, Business Analysis, Process Improvement, Vendor Management, SharePoint, Linux, Architectures, CRM, Information Architecture, Engineering, Data Warehouse..., Data Integration, Architecture, Data Modeling, Web 2.0, Cloud Computing, Data Stewardship, Data Quality, IT Management, Data Migration, Solaris, Big Data, Master Data Management, Oracle Enterprise..., Data Center, Database Administration, Oracle RAC, IT Strategy, Software Project..., Consulting, SQL Tuning, ETL, Enterprise Software, Unix
Education
University of Denver 1993 — 1996
MS, Computer Information Systems
Metropolitan State College of Denver 1987 — 1989
BA, Art
Charles Schwab May 2015 - Present
Avout January 2015 - February 2015
Kforce Inc June 2014 - October 2014
Accenture September 2011 - April 2014
SpatialInfo September 2010 - June 2011
SpatialInfo September 2010 - June 2011
Comcast Cable December 2008 - February 2010
Lockheed Martin August 2004 - December 2008
Oracle June 2002 - August 2004
Skills
Enterprise Architecture, Oracle, Databases, Database Design, Oracle Applications, Performance Tuning, Software Development, SQL, SDLC, PL/SQL, Oracle E-Business Suite, Solution Architecture, Data Warehousing, SOA, Integration, Requirements Analysis, Business Intelligence, Business Analysis, Process Improvement, Vendor Management, SharePoint, Linux, Architectures, CRM, Information Architecture, Engineering, Data Warehouse..., Data Integration, Architecture, Data Modeling, Web 2.0, Cloud Computing, Data Stewardship, Data Quality, IT Management, Data Migration, Solaris, Big Data, Master Data Management, Oracle Enterprise..., Data Center, Database Administration, Oracle RAC, IT Strategy, Software Project..., Consulting, SQL Tuning, ETL, Enterprise Software, Unix
Education
University of Denver 1993 — 1996
MS, Computer Information Systems
Metropolitan State College of Denver 1987 — 1989
BA, Art
Richard Zak, CFP® Richard Zak, CFP®'s Charles Schwab Experience February 2015 - Present
Job Regional Branch Executive at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2015 - Present
Charles Schwab / Charles Schwab Bank October 2000 - Present
Skills
Leadership, Management, Wealth Management, Asset Management, Asset Allocation, Investments, Portfolio Management, Retirement, Investment Advisory, Retirement Planning, Securities, Series 7, Series 63, Financial Services
Education
Miami University
BS
Charles Schwab February 2015 - Present
Charles Schwab / Charles Schwab Bank October 2000 - Present
Skills
Leadership, Management, Wealth Management, Asset Management, Asset Allocation, Investments, Portfolio Management, Retirement, Investment Advisory, Retirement Planning, Securities, Series 7, Series 63, Financial Services
Education
Miami University
BS
Angela Jones, MBA Angela Jones, MBA's Charles Schwab Experience 2015 - Present
Job Manager, Schwab Community Services at Charles Schwab
Industry Philanthropy
Experience
Charles Schwab 2015 - Present
Northern California Grantmakers 2006 - 2014
Hewlett Foundation 2000 - 2004
Skills
Grants, Capacity Building, Philanthropy, Program Evaluation, Board Development, Program Development, Grant Writing, Nonprofits, Non-profit..., Fundraising, Social Entrepreneurship, Volunteer Management, Community Outreach, Public Policy, Policy Analysis, Positive Team Player, Program Management, Community Development, Public Speaking, Strategic Planning, Event Planning
Education
Mills College
Masters of Business Administration (MBA), Finance
University of California, Berkeley
Bachelor of Arts (B.A.)
Charles Schwab 2015 - Present
Northern California Grantmakers 2006 - 2014
Hewlett Foundation 2000 - 2004
Skills
Grants, Capacity Building, Philanthropy, Program Evaluation, Board Development, Program Development, Grant Writing, Nonprofits, Non-profit..., Fundraising, Social Entrepreneurship, Volunteer Management, Community Outreach, Public Policy, Policy Analysis, Positive Team Player, Program Management, Community Development, Public Speaking, Strategic Planning, Event Planning
Education
Mills College
Masters of Business Administration (MBA), Finance
University of California, Berkeley
Bachelor of Arts (B.A.)
Jeff Wingo Jeff Wingo's Charles Schwab Experience 2003 - 2005
Job VP Product Management for Envestnet
Industry Financial Services
Experience
Envestnet Asset Management 2011 - Present
Envestnet, Inc 2009 - 2011
Envestnet, Inc 2006 - 2009
Charles Schwab 2003 - 2005
Lincoln Trust Company May 2000 - August 2002
Skills
Process Improvement, Business Analysis, Analysis, Customer Service, Project Management, Banking, Mutual Funds, Asset Allocation, Change Management, Investments, Access, Alternative Investments, Trading, Vendor Management, Derivatives, Portfolio Management, Visio, Equities, Data Analysis, Asset Managment, Finance, Program Management, Series 63, Financial Analysis, Insurance, SDLC, Requirements Gathering, Risk Management, Product Management, Series 7, Software Project..., Financial Services, Strategic Planning, Wealth Management, Securities, Relationship Management, User Acceptance Testing, Requirements Analysis, ETFs, Investment Management, Separately Managed...
Education
Millikin University
B.A.
Galesburg High School
Envestnet Asset Management 2011 - Present
Envestnet, Inc 2009 - 2011
Envestnet, Inc 2006 - 2009
Charles Schwab 2003 - 2005
Lincoln Trust Company May 2000 - August 2002
Skills
Process Improvement, Business Analysis, Analysis, Customer Service, Project Management, Banking, Mutual Funds, Asset Allocation, Change Management, Investments, Access, Alternative Investments, Trading, Vendor Management, Derivatives, Portfolio Management, Visio, Equities, Data Analysis, Asset Managment, Finance, Program Management, Series 63, Financial Analysis, Insurance, SDLC, Requirements Gathering, Risk Management, Product Management, Series 7, Software Project..., Financial Services, Strategic Planning, Wealth Management, Securities, Relationship Management, User Acceptance Testing, Requirements Analysis, ETFs, Investment Management, Separately Managed...
Education
Millikin University
B.A.
Galesburg High School
Jessica McCarty, PMP, PMI-ACP Jessica McCarty, PMP, PMI-ACP's Charles Schwab Experience July 2015 - Present
Job Scrum Master/Coach at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab July 2015 - Present
CareSource Management Group June 2012 - June 2015
Air Force Institute of Technology June 2007 - June 2012
Skills
MS Project, PHP, MySQL, C++, MS Office Suite, Project Planning, Project Implementation, Project Coordination, Project Execution, Project Delivery, Risk Management, Process Mapping, Process Improvement, Project Management, Solution Implementation, PMP, Quality Assurance, Management, Microsoft Office, Change Management, Software Documentation, Business Process..., Project Portfolio..., Leadership, Visio, Program Management, Requirements Analysis, Business Process Mapping, Software Project..., SharePoint, Analysis, Business Analysis, Integration, Resource Management, Testing, Business Intelligence, Team Leadership, Microsoft Project, Agile Methodologies, Coaching, Agile Application...
Education
Wright State University 2011 — 2012
MBA, Project Management
Bellevue University- Bellevue 2010 — 2011
B. S, Computer Information Systems in Business
Miami University 2003 — 2004
Charles Schwab July 2015 - Present
CareSource Management Group June 2012 - June 2015
Air Force Institute of Technology June 2007 - June 2012
Skills
MS Project, PHP, MySQL, C++, MS Office Suite, Project Planning, Project Implementation, Project Coordination, Project Execution, Project Delivery, Risk Management, Process Mapping, Process Improvement, Project Management, Solution Implementation, PMP, Quality Assurance, Management, Microsoft Office, Change Management, Software Documentation, Business Process..., Project Portfolio..., Leadership, Visio, Program Management, Requirements Analysis, Business Process Mapping, Software Project..., SharePoint, Analysis, Business Analysis, Integration, Resource Management, Testing, Business Intelligence, Team Leadership, Microsoft Project, Agile Methodologies, Coaching, Agile Application...
Education
Wright State University 2011 — 2012
MBA, Project Management
Bellevue University- Bellevue 2010 — 2011
B. S, Computer Information Systems in Business
Miami University 2003 — 2004
Cassandra Fasano's Charles Schwab Experience July 2014 - July 2015
Job Investor Relations Associate at MicroVentures
Industry Financial Services
Experience
MicroVentures July 2015 - Present
Charles Schwab July 2014 - July 2015
Best Buy April 2013 - September 2014
Best Buy October 2010 - April 2013
Bergmann Associates September 2009 - May 2010
Anderson Merchandisers May 2003 - August 2009
Skills
Microsoft Office, Microsoft Excel, Training, Customer Service, Sales, Budgets, Team Building, Leadership, Time Management, Microsoft Word, Finance, Retail, Recruiting, Editing, Customer Satisfaction
Education
Michigan State University 2005 — 2010
Bachelor of Science (B.S.), Civil Engineering
MicroVentures July 2015 - Present
Charles Schwab July 2014 - July 2015
Best Buy April 2013 - September 2014
Best Buy October 2010 - April 2013
Bergmann Associates September 2009 - May 2010
Anderson Merchandisers May 2003 - August 2009
Skills
Microsoft Office, Microsoft Excel, Training, Customer Service, Sales, Budgets, Team Building, Leadership, Time Management, Microsoft Word, Finance, Retail, Recruiting, Editing, Customer Satisfaction
Education
Michigan State University 2005 — 2010
Bachelor of Science (B.S.), Civil Engineering
Summer James's Charles Schwab Experience January 2015 - Present
Job Attended Metropolitan State College of Denver
Industry
Experience
Charles Schwab January 2015 - Present
Douglas County School District 2011 - 2015
The Palms Tanning Resort 2012 - June 2014
Peak Athletics 2009 - 2012
Kroenke Sports & Entertainment 2008 - 2009
Skills
Tumbling, Research, Coaching, Psychology, Microsoft Word, Teamwork, Athletics, Sports Coaching, Customer Service, Microsoft Office, CPR Certified, Fundraising, Sales, Account Management, Leadership, Microsoft Excel, Sports, PowerPoint
Education
Metropolitan State University of Denver 2009 — 2014
Bachelor's degree, Psychology
Chaparral High School 2003 — 2007
Charles Schwab January 2015 - Present
Douglas County School District 2011 - 2015
The Palms Tanning Resort 2012 - June 2014
Peak Athletics 2009 - 2012
Kroenke Sports & Entertainment 2008 - 2009
Skills
Tumbling, Research, Coaching, Psychology, Microsoft Word, Teamwork, Athletics, Sports Coaching, Customer Service, Microsoft Office, CPR Certified, Fundraising, Sales, Account Management, Leadership, Microsoft Excel, Sports, PowerPoint
Education
Metropolitan State University of Denver 2009 — 2014
Bachelor's degree, Psychology
Chaparral High School 2003 — 2007
Timothy Mosley Timothy Mosley's Charles Schwab Experience January 2008 - March 2010
Job Financial Consultant at Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab & Co., Inc. March 2010 - Present
Charles Schwab January 2008 - March 2010
Charles Schwab November 2005 - January 2008
Skills
Portfolio Management, High Net Worth..., Wealth Management, Wealth Management..., Investment Advisory, Investment Advisory..., Investment Strategies, Personal Financial..., Retirement, Retirement Planning, Asset Management, Asset Allocation, Financial Services, Investments, Mutual Funds, Stocks, ETFs, Bonds, Finance, Series 7, 401k, Trading, Securities
Education
Michigan State University 1997 — 2001
Charles Schwab & Co., Inc. March 2010 - Present
Charles Schwab January 2008 - March 2010
Charles Schwab November 2005 - January 2008
Skills
Portfolio Management, High Net Worth..., Wealth Management, Wealth Management..., Investment Advisory, Investment Advisory..., Investment Strategies, Personal Financial..., Retirement, Retirement Planning, Asset Management, Asset Allocation, Financial Services, Investments, Mutual Funds, Stocks, ETFs, Bonds, Finance, Series 7, 401k, Trading, Securities
Education
Michigan State University 1997 — 2001
Paul Hinderegger Paul Hinderegger's Charles Schwab Experience April 1995 - Present
Job Director, ERISA Consulting at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 1995 - Present
Skills
401k, Retirement, ERISA
Education
Miami University 1987 — 1991
BS, Accounting
Charles Schwab April 1995 - Present
Skills
401k, Retirement, ERISA
Education
Miami University 1987 — 1991
BS, Accounting
Steven Gurzenski Steven Gurzenski's Charles Schwab Experience April 2015 - Present
Job Business Intelligence Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2015 - Present
Office of the Comptroller of the Currency May 2013 - April 2015
Commodity Futures Trading Commission October 2011 - May 2013
Federal Aviation Administration / Air Traffic Organization June 2010 - October 2011
The South Financial Group September 2006 - June 2010
Select Portfolio Servicing March 2003 - September 2006
Ocwen Financial Corporation October 2001 - December 2002
Skills
Business Analysis, Data Analysis, Business Intelligence, Databases, Leadership, Strategic Planning, Management, SQL, Risk Management, Banking, Process Improvement, Training, Data Warehousing, Change Management, Microsoft Excel, Team Building, Project Management, Tableau, Credit Risk, Mortgage Servicing, Budgets, Data Governance, Data Integrity, Metadata Management
Education
Partnership for Public Service 2010 — 2011
Excellence in Government Fellows Program, Organizational Leadership
Strayer University (VA) 2008 — 2011
Master of Science (MS), Information Systems
Miami University 1997 — 2001
Bachelor of Science (BS), Finance & Decision Sciences
Charles Schwab April 2015 - Present
Office of the Comptroller of the Currency May 2013 - April 2015
Commodity Futures Trading Commission October 2011 - May 2013
Federal Aviation Administration / Air Traffic Organization June 2010 - October 2011
The South Financial Group September 2006 - June 2010
Select Portfolio Servicing March 2003 - September 2006
Ocwen Financial Corporation October 2001 - December 2002
Skills
Business Analysis, Data Analysis, Business Intelligence, Databases, Leadership, Strategic Planning, Management, SQL, Risk Management, Banking, Process Improvement, Training, Data Warehousing, Change Management, Microsoft Excel, Team Building, Project Management, Tableau, Credit Risk, Mortgage Servicing, Budgets, Data Governance, Data Integrity, Metadata Management
Education
Partnership for Public Service 2010 — 2011
Excellence in Government Fellows Program, Organizational Leadership
Strayer University (VA) 2008 — 2011
Master of Science (MS), Information Systems
Miami University 1997 — 2001
Bachelor of Science (BS), Finance & Decision Sciences
Arthur Harter Arthur Harter's Charles Schwab Experience October 2011 - December 2014
Job Financial Services Professional
Industry Financial Services
Experience
Charles Schwab October 2011 - December 2014
Charles Schwab December 2013 - September 2014
Echo Mountain January 2010 - May 2011
Koechlein Consulting Engineers March 2005 - March 2006
Solo Cup Company August 2003 - April 2004
ConAgra Foods June 2002 - June 2003
Abbott December 1999 - January 2001
Abbott January 1999 - December 1999
Atlanta Cycling and Free-Flite Bicycles March 1997 - October 1998
Alcoa June 1996 - October 1996
Skills
Product Management, Financial Analysis, Project Management, Microsoft Office, Team Leadership, Financial Modeling, Analysis, Strategy, Financial Services, Program Management, Investments
Education
University of Denver - Daniels College of Business 2007 — 2009
M.S., Investment Finance
Michigan State University 1991 — 1996
B.S., Engineering
Charles Schwab October 2011 - December 2014
Charles Schwab December 2013 - September 2014
Echo Mountain January 2010 - May 2011
Koechlein Consulting Engineers March 2005 - March 2006
Solo Cup Company August 2003 - April 2004
ConAgra Foods June 2002 - June 2003
Abbott December 1999 - January 2001
Abbott January 1999 - December 1999
Atlanta Cycling and Free-Flite Bicycles March 1997 - October 1998
Alcoa June 1996 - October 1996
Skills
Product Management, Financial Analysis, Project Management, Microsoft Office, Team Leadership, Financial Modeling, Analysis, Strategy, Financial Services, Program Management, Investments
Education
University of Denver - Daniels College of Business 2007 — 2009
M.S., Investment Finance
Michigan State University 1991 — 1996
B.S., Engineering
Lei Bao Lei Bao's Charles Schwab Experience April 2009 - April 2010
Job Principal User Experience Designer at Yahoo
Industry Online Media
Experience
Yahoo April 2014 - Present
Yahoo! April 2011 - Present
Yahoo! March 2010 - April 2011
Charles Schwab April 2009 - April 2010
Michigan State University January 2007 - March 2009
FICO, myFICO.com May 2006 - November 2008
VolunteerMatch.org February 2006 - May 2006
Comm Tech Lab, Michigan State University August 2004 - February 2006
Virtual University Design and Technology, Michigan State University May 2004 - August 2004
BMIAsia. Inc May 2002 - July 2003
Skills
CSS, ActionScript, HTML, Project Planning, visual design, User Interface Design, User Experience, wireframes, Rapid Prototyping, Visual Design, Agile Methodologies, Information Architecture, Interaction Design, User Interface, Web Design, Wireframes, User-centered Design
Education
Michigan State University 2003 — 2005
Master of Arts, Digital Media Art and Technology
Northeastern University of China 1995 — 1999
B.S., Computer Science
Yahoo April 2014 - Present
Yahoo! April 2011 - Present
Yahoo! March 2010 - April 2011
Charles Schwab April 2009 - April 2010
Michigan State University January 2007 - March 2009
FICO, myFICO.com May 2006 - November 2008
VolunteerMatch.org February 2006 - May 2006
Comm Tech Lab, Michigan State University August 2004 - February 2006
Virtual University Design and Technology, Michigan State University May 2004 - August 2004
BMIAsia. Inc May 2002 - July 2003
Skills
CSS, ActionScript, HTML, Project Planning, visual design, User Interface Design, User Experience, wireframes, Rapid Prototyping, Visual Design, Agile Methodologies, Information Architecture, Interaction Design, User Interface, Web Design, Wireframes, User-centered Design
Education
Michigan State University 2003 — 2005
Master of Arts, Digital Media Art and Technology
Northeastern University of China 1995 — 1999
B.S., Computer Science
Nina Purse Nina Purse's Charles Schwab Experience July 2011 - Present
Job Relationship Management Sales Support at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2011 - Present
Charles Schwab May 2010 - July 2011
Charles Schwab March 2008 - May 2010
Parker Police Department June 2006 - February 2008
Skills
Customer Service, Certified Fraud Examiner, Risk Management, Series 63, Series 7, FINRA, Financial Analysis, Process Improvement, Finance, Data Analysis, Strategic Planning, Evidence, Financial Reporting, Microsoft Excel, Accounting, Team Building
Education
Metropolitan State University of Denver
Bachelor of Science, Criminal Justice and Criminology
Charles Schwab July 2011 - Present
Charles Schwab May 2010 - July 2011
Charles Schwab March 2008 - May 2010
Parker Police Department June 2006 - February 2008
Skills
Customer Service, Certified Fraud Examiner, Risk Management, Series 63, Series 7, FINRA, Financial Analysis, Process Improvement, Finance, Data Analysis, Strategic Planning, Evidence, Financial Reporting, Microsoft Excel, Accounting, Team Building
Education
Metropolitan State University of Denver
Bachelor of Science, Criminal Justice and Criminology
Amanda Hennessy Amanda Hennessy's Charles Schwab Experience March 2015 - Present
Job Participant Services Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
Charles Schwab January 2013 - February 2015
Dollar Bank May 2011 - December 2012
Ohio Lottery Commission June 2010 - August 2010
Skills
Banking
Education
Miami University 2007 — 2011
Bachelor of Arts and Science, Political Science
Charles Schwab March 2015 - Present
Charles Schwab January 2013 - February 2015
Dollar Bank May 2011 - December 2012
Ohio Lottery Commission June 2010 - August 2010
Skills
Banking
Education
Miami University 2007 — 2011
Bachelor of Arts and Science, Political Science
Ashley Dumont's Charles Schwab Experience August 2010 - January 2012
Job Client Services Manager at FranSource International, Inc.
Industry Legal Services
Experience
FranSource International, Inc. January 2012 - Present
Charles Schwab August 2010 - January 2012
The Hartford July 2009 - July 2010
Skills
Defined Benefit, Actuarial, Actuarial Science, Pensions, Franchise Relations, Franchise Consulting, Client Services, Client Relationship..., Client Communications, Procedure Manuals, CRM, Defined Contribution, Retirement, Financial Services, Franchising, Fixed Annuities, Predictive Modeling, Employee Benefits, Insurance, Economic Capital, Life Insurance, Pension Funds, Retirement Plan..., Actuaries, SAS, ALM, Qualified Retirement...
Education
Miami University 2005 — 2009
Bachelor of Science, Mathematics & Statistics
Hoover High School
FranSource International, Inc. January 2012 - Present
Charles Schwab August 2010 - January 2012
The Hartford July 2009 - July 2010
Skills
Defined Benefit, Actuarial, Actuarial Science, Pensions, Franchise Relations, Franchise Consulting, Client Services, Client Relationship..., Client Communications, Procedure Manuals, CRM, Defined Contribution, Retirement, Financial Services, Franchising, Fixed Annuities, Predictive Modeling, Employee Benefits, Insurance, Economic Capital, Life Insurance, Pension Funds, Retirement Plan..., Actuaries, SAS, ALM, Qualified Retirement...
Education
Miami University 2005 — 2009
Bachelor of Science, Mathematics & Statistics
Hoover High School
Patrick Perfitt Patrick Perfitt's Charles Schwab Experience 1990 - 1999
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 1985 - Present
Charles Schwab 1990 - 1999
Education
Michigan State University 1981 — 1985
Bachelor Of Science, Finance
East Grand Rapids High School 1975 — 1979
Edward Jones 1985 - Present
Charles Schwab 1990 - 1999
Education
Michigan State University 1981 — 1985
Bachelor Of Science, Finance
East Grand Rapids High School 1975 — 1979
Casey Hopkins Casey Hopkins's Charles Schwab Experience November 1997 - January 2002
Job Commercial Banker at Silvergate Bank
Industry Philanthropy
Experience
Silvergate Bank May 2011 - Present
US Bank December 2008 - May 2011
Hard Money/Trust Deed Investments October 2002 - December 2008
Charles Schwab November 1997 - January 2002
Education
Miami University 1993 — 1997
BS, Finance
Silvergate Bank May 2011 - Present
US Bank December 2008 - May 2011
Hard Money/Trust Deed Investments October 2002 - December 2008
Charles Schwab November 1997 - January 2002
Education
Miami University 1993 — 1997
BS, Finance
Nina A. Dale Nina A. Dale's Charles Schwab Experience May 2010 - March 2013
Job Salesforce Administrator Independent Contractor
Industry Nonprofit Organization Management
Experience
Minds Matter of Cleveland April 2013 - Present
Charles Schwab May 2010 - March 2013
Bernstein Global Wealth Management March 2008 - May 2010
Protiviti August 2007 - March 2008
The Federal Reserve Bank of Cleveland May 2006 - August 2006
Skills
Financial Reporting, Financial Planning, Investments, Risk Management, Due Diligence, Strategic Financial..., Financial Analysis, Finance, Analysis, Equities
Education
Miami University
B.S., Finance, Decision Sciences
Notre Dame Cathedral Latin High School
Minds Matter of Cleveland April 2013 - Present
Charles Schwab May 2010 - March 2013
Bernstein Global Wealth Management March 2008 - May 2010
Protiviti August 2007 - March 2008
The Federal Reserve Bank of Cleveland May 2006 - August 2006
Skills
Financial Reporting, Financial Planning, Investments, Risk Management, Due Diligence, Strategic Financial..., Financial Analysis, Finance, Analysis, Equities
Education
Miami University
B.S., Finance, Decision Sciences
Notre Dame Cathedral Latin High School
Andy Luehring Andy Luehring's Charles Schwab Experience June 2009 - August 2009
Job Compensation Analyst at PolyOne
Industry Plastics
Experience
PolyOne August 2014 - Present
PolyOne March 2013 - August 2014
PolyOne December 2010 - March 2013
Aon Hewitt July 2010 - November 2010
Charles Schwab June 2009 - August 2009
Hyland Software May 2005 - August 2008
Skills
Data Analysis, Microsoft Excel, Leadership, Talent Management, Finance, Human Resources, SharePoint, Financial Analysis, Employee Benefits, Recruiting, Technical Recruiting, Banking, Due Diligence, Interviews
Education
Miami University 2006 — 2010
Bachelor of Science in Business, Finance Major
PolyOne August 2014 - Present
PolyOne March 2013 - August 2014
PolyOne December 2010 - March 2013
Aon Hewitt July 2010 - November 2010
Charles Schwab June 2009 - August 2009
Hyland Software May 2005 - August 2008
Skills
Data Analysis, Microsoft Excel, Leadership, Talent Management, Finance, Human Resources, SharePoint, Financial Analysis, Employee Benefits, Recruiting, Technical Recruiting, Banking, Due Diligence, Interviews
Education
Miami University 2006 — 2010
Bachelor of Science in Business, Finance Major
Adam Marmon, CEP's Charles Schwab Experience June 2013 - Present
Job
Industry Financial Services
Experience
Charles Schwab June 2013 - Present
Charles Schwab November 2010 - June 2013
MAI Wealth Advisors September 2007 - September 2008
Fifth Third Bank June 2005 - September 2007
Investors Bank & Trust April 2002 - June 2005
Skills
Mutual Funds, Strategic Financial..., Financial Analysis, Portfolio Management, Series 7, Investments, Wealth Management, Securities, Asset Managment, Financial Services, Risk Management, Alternative Investments, Asset Allocation, Financial Modeling, Equities, Restricted Stock, Employee Stock Options
Education
New England College of Finance 2004 — 2005
Professional, Financial Services
Miami University 1997 — 2001
BS, Finance
Charles Schwab June 2013 - Present
Charles Schwab November 2010 - June 2013
MAI Wealth Advisors September 2007 - September 2008
Fifth Third Bank June 2005 - September 2007
Investors Bank & Trust April 2002 - June 2005
Skills
Mutual Funds, Strategic Financial..., Financial Analysis, Portfolio Management, Series 7, Investments, Wealth Management, Securities, Asset Managment, Financial Services, Risk Management, Alternative Investments, Asset Allocation, Financial Modeling, Equities, Restricted Stock, Employee Stock Options
Education
New England College of Finance 2004 — 2005
Professional, Financial Services
Miami University 1997 — 2001
BS, Finance
Ted Fall, CFP®'s Charles Schwab Experience September 2006 - Present
Job Portfolio Consultant Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2006 - Present
Anthem March 2003 - August 2006
Johns Manville August 1998 - February 2003
Education
University of Colorado at Denver 2003 — 2006
MBA
Westwood College of Technology 2000 — 2001
Masters Certificate in Information Technology, Information Technology
Metropolitan State College of Denver 1989 — 1995
BS Business Management, Business
Charles Schwab September 2006 - Present
Anthem March 2003 - August 2006
Johns Manville August 1998 - February 2003
Education
University of Colorado at Denver 2003 — 2006
MBA
Westwood College of Technology 2000 — 2001
Masters Certificate in Information Technology, Information Technology
Metropolitan State College of Denver 1989 — 1995
BS Business Management, Business
Meradith Wheeler, CPA's Charles Schwab Experience April 2015 - Present
Job Sr Team Manager Corporate Accounting at Charles Schwab
Industry Accounting
Experience
Charles Schwab April 2015 - Present
Lokal Homes November 2014 - April 2015
Brookfield Residential February 2014 - November 2014
tw telecom, inc. May 2011 - February 2014
KB Home October 2003 - February 2011
PricewaterhouseCoopers September 2000 - April 2003
SchlumbergerSema 2003 - 2003
Skills
Financial Reporting, Sarbanes-Oxley Act, GAAP, Forecasting, General Ledger, Accounts Payable, JD Edwards, Auditing, Due Diligence, CPA, Account Reconciliation, Financial Analysis, Customer Service, Accounting, Internal Controls, Variance Analysis, Business Process..., Strategic Planning, Business Planning, Process Improvement, Budgets, Sarbanes-Oxley, SEC filings, Cost Accounting
Education
Middle Tennessee State University 1998 — 2000
BBA, Accounting
Charles Schwab April 2015 - Present
Lokal Homes November 2014 - April 2015
Brookfield Residential February 2014 - November 2014
tw telecom, inc. May 2011 - February 2014
KB Home October 2003 - February 2011
PricewaterhouseCoopers September 2000 - April 2003
SchlumbergerSema 2003 - 2003
Skills
Financial Reporting, Sarbanes-Oxley Act, GAAP, Forecasting, General Ledger, Accounts Payable, JD Edwards, Auditing, Due Diligence, CPA, Account Reconciliation, Financial Analysis, Customer Service, Accounting, Internal Controls, Variance Analysis, Business Process..., Strategic Planning, Business Planning, Process Improvement, Budgets, Sarbanes-Oxley, SEC filings, Cost Accounting
Education
Middle Tennessee State University 1998 — 2000
BBA, Accounting
Adam Kilgus's Charles Schwab Experience June 2000 - June 2005
Job Associate Vice President
Industry Financial Services
Experience
Envestnet, Inc January 2006 - Present
Envestnet Asset Management January 2006 - June 2011
Charles Schwab June 2000 - June 2005
Peak 10 Ventures 2000 - 2000
Skills
Series 63, Series 7
Education
Millikin University 1991 — 1995
BS, Music/Minor Business
Envestnet, Inc January 2006 - Present
Envestnet Asset Management January 2006 - June 2011
Charles Schwab June 2000 - June 2005
Peak 10 Ventures 2000 - 2000
Skills
Series 63, Series 7
Education
Millikin University 1991 — 1995
BS, Music/Minor Business
Deborah Bracy's Charles Schwab Experience January 2014 - Present
Job Director ERISA Legal Counsel at Charles Schwab
Industry Law Practice
Experience
Charles Schwab January 2014 - Present
Worldwide Employee Benefits Network (WEB) - Cleveland Chapter September 2011 - Present
Baker Hostetler 1999 - 2014
Federal Reserve Bank of Cleveland 1993 - 1996
Skills
Restructuring, Employee Benefits, Executive Pay, Mergers & Acquisitions, Due Diligence, Public Speaking, COBRA, Employee Relations, Legal Research, Employment Law, Leadership, Legal Writing, Deferred Compensation, Non-profits, Corporate Governance, ERISA, Nonprofits, Health Care Reform, Contract Negotiation, Retirement Planning, Appeals, Legal Compliance, Corporate Law, Health & Welfare...
Education
Washington University in St. Louis 1996 — 1999
J.D., Law
Miami University 1989 — 1993
B.S., Finance and Decision Sciences
Mentor High
Charles Schwab January 2014 - Present
Worldwide Employee Benefits Network (WEB) - Cleveland Chapter September 2011 - Present
Baker Hostetler 1999 - 2014
Federal Reserve Bank of Cleveland 1993 - 1996
Skills
Restructuring, Employee Benefits, Executive Pay, Mergers & Acquisitions, Due Diligence, Public Speaking, COBRA, Employee Relations, Legal Research, Employment Law, Leadership, Legal Writing, Deferred Compensation, Non-profits, Corporate Governance, ERISA, Nonprofits, Health Care Reform, Contract Negotiation, Retirement Planning, Appeals, Legal Compliance, Corporate Law, Health & Welfare...
Education
Washington University in St. Louis 1996 — 1999
J.D., Law
Miami University 1989 — 1993
B.S., Finance and Decision Sciences
Mentor High
Shawn Hilbig's Charles Schwab Experience January 2011 - Present
Job Project Manager at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab January 2011 - Present
Charles Schwab January 2010 - January 2011
Actively engaged in Job Search February 2009 - January 2010
Idea Integration June 2007 - February 2009
Idea Integration June 2007 - February 2009
Xcel Energy 2008 - 2008
Charles Schwab 1991 - 2004
Skills
Telecommunications, Project Management, IT Service Management, PMP, SDLC, Management, MS Project, Outsourcing, Use Case Analysis, Technical Writing, Business Continuity, Web Project Management, Enterprise Architecture, SharePoint, Project Portfolio..., Program Management
Education
Miami University 1986 — 1990
BS, Finance, General
Charles Schwab January 2011 - Present
Charles Schwab January 2010 - January 2011
Actively engaged in Job Search February 2009 - January 2010
Idea Integration June 2007 - February 2009
Idea Integration June 2007 - February 2009
Xcel Energy 2008 - 2008
Charles Schwab 1991 - 2004
Skills
Telecommunications, Project Management, IT Service Management, PMP, SDLC, Management, MS Project, Outsourcing, Use Case Analysis, Technical Writing, Business Continuity, Web Project Management, Enterprise Architecture, SharePoint, Project Portfolio..., Program Management
Education
Miami University 1986 — 1990
BS, Finance, General
Abby (Haeffner) Hugill's Charles Schwab Experience May 2000 - June 2001
Job Healthy Homes Rep at Department of Housing & Urban Development
Industry Government Administration
Experience
Department of Housing and Urban Development May 2008 - Present
Assistive Technology Partners, University of Colorado Health Sciences Center February 2008 - May 2008
Countrywide Home Loans August 2004 - October 2007
Washington Mutual June 2003 - August 2004
Ameriquest Mortgage Company June 2001 - May 2003
Charles Schwab May 2000 - June 2001
Skills
Banking, Loans, Mortgage Lending, Financial Analysis, Credit, Mortgage Banking, Underwriting, Training, Risk Management, Leadership, Real Estate Economics, Management, FHA, Sales, Credit Analysis, Data Analysis, Credit Risk, Analysis, Finance, Loan Origination
Education
University of Colorado at Denver 2004 — 2007
MBA
Michigan State University 1995 — 1999
BS, Hospitality Business
Seaholm High School 1991 — 1995
Department of Housing and Urban Development May 2008 - Present
Assistive Technology Partners, University of Colorado Health Sciences Center February 2008 - May 2008
Countrywide Home Loans August 2004 - October 2007
Washington Mutual June 2003 - August 2004
Ameriquest Mortgage Company June 2001 - May 2003
Charles Schwab May 2000 - June 2001
Skills
Banking, Loans, Mortgage Lending, Financial Analysis, Credit, Mortgage Banking, Underwriting, Training, Risk Management, Leadership, Real Estate Economics, Management, FHA, Sales, Credit Analysis, Data Analysis, Credit Risk, Analysis, Finance, Loan Origination
Education
University of Colorado at Denver 2004 — 2007
MBA
Michigan State University 1995 — 1999
BS, Hospitality Business
Seaholm High School 1991 — 1995
Jorge Beaujon's Charles Schwab Experience February 2013 - Present
Job Operational Risk Management Professional
Industry Banking
Experience
Charles Schwab February 2013 - Present
WorldPay US 2008 - December 2012
RBS Lynk (subsidiary of The Royal Bank of Scotland) 2007 - 2008
RBS Lynk 2006 - 2008
Skills
Financial Risk, Operational Risk, SOX 404, Compliance, Scenario Analysis, Business Continuity, Disaster Recovery, Incident Management, Operational Risk..., Risk Management, Credit Cards, Enterprise Risk..., Payments, Fraud, PCI DSS, Basel II, Credit, Financial Services, Banking, Sarbanes-Oxley Act, AML, Payment Card Processing, E-payments, Governance, Retail Banking, Treasury Management, Credit Analysis, Debit Cards, KYC, Credit Risk
Education
Middlesex University
Universidad Metropolitana (VE) 1994 — 1999
BA, Business Management
Instituto Escuela
Charles Schwab February 2013 - Present
WorldPay US 2008 - December 2012
RBS Lynk (subsidiary of The Royal Bank of Scotland) 2007 - 2008
RBS Lynk 2006 - 2008
Skills
Financial Risk, Operational Risk, SOX 404, Compliance, Scenario Analysis, Business Continuity, Disaster Recovery, Incident Management, Operational Risk..., Risk Management, Credit Cards, Enterprise Risk..., Payments, Fraud, PCI DSS, Basel II, Credit, Financial Services, Banking, Sarbanes-Oxley Act, AML, Payment Card Processing, E-payments, Governance, Retail Banking, Treasury Management, Credit Analysis, Debit Cards, KYC, Credit Risk
Education
Middlesex University
Universidad Metropolitana (VE) 1994 — 1999
BA, Business Management
Instituto Escuela
Susan Bogansky's Charles Schwab Experience 2001 - 2007
Job Sr. Change Management Consultant
Industry Information Technology and Services
Experience
Bank of America Sr Change ConsultantBank of America2009 - Present
Charles Schwab 2001 - 2007
us trust 1992 - 2007
UST Securities (Subsidiary of US Trust) 1992 - 2000
Delafield, Harvey, Tabell June 1977 - March 1992
Skills
Change Management, Alternative Investments, Wealth Management, Financial Services
Education
Middlesex County College 1971 — 1975
Bank of America Sr Change ConsultantBank of America2009 - Present
Charles Schwab 2001 - 2007
us trust 1992 - 2007
UST Securities (Subsidiary of US Trust) 1992 - 2000
Delafield, Harvey, Tabell June 1977 - March 1992
Skills
Change Management, Alternative Investments, Wealth Management, Financial Services
Education
Middlesex County College 1971 — 1975
Jennifer Torres-Spieth's Charles Schwab Experience July 2000 - Present
Job Senior Team Manager, Business Development at Charles Schwab
Industry Financial Services
Experience
Family Promise of Greater Cleveland April 2012 - Present
bend yoga center July 2009 - Present
Charles Schwab July 2000 - Present
Thomson West April 1998 - July 2000
Skills
Management, Financial Services, Customer Service, Process Improvement
Education
Miami University 1992 — 1996
Anthony Wayne High School
Family Promise of Greater Cleveland April 2012 - Present
bend yoga center July 2009 - Present
Charles Schwab July 2000 - Present
Thomson West April 1998 - July 2000
Skills
Management, Financial Services, Customer Service, Process Improvement
Education
Miami University 1992 — 1996
Anthony Wayne High School
Christy Silvanic's Charles Schwab Experience November 1996 - Present
Job Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 1996 - Present
Ernst & Young October 1993 - November 1996
Education
Michigan State University
B.A., Accounting
Charles Schwab November 1996 - Present
Ernst & Young October 1993 - November 1996
Education
Michigan State University
B.A., Accounting
Michael Schoeny's Charles Schwab Experience July 2006 - July 2008
Job PortfolioServices Product Owner at Schwab Performance Technologies
Industry Financial Services
Experience
Schwab Performance Technologies April 2011 - Present
Schwab Performance Technologies February 2010 - June 2011
Schwab Institutional July 2008 - February 2010
Charles Schwab July 2006 - July 2008
Charles Schwab November 2002 - July 2006
Skills
Cross-functional Team..., Trading, Marketing, Process Improvement, Financial Services, Mutual Funds, Management, Business Analysis, Customer Experience, Portfolio Management, Strategic Planning, Investments, Project Management
Education
Miami University 1989 — 1993
Accounting, Finance
Summit Country Day 1985 — 1989
Schwab Performance Technologies April 2011 - Present
Schwab Performance Technologies February 2010 - June 2011
Schwab Institutional July 2008 - February 2010
Charles Schwab July 2006 - July 2008
Charles Schwab November 2002 - July 2006
Skills
Cross-functional Team..., Trading, Marketing, Process Improvement, Financial Services, Mutual Funds, Management, Business Analysis, Customer Experience, Portfolio Management, Strategic Planning, Investments, Project Management
Education
Miami University 1989 — 1993
Accounting, Finance
Summit Country Day 1985 — 1989
Robin Woolford's Charles Schwab Experience 2002 - 2006
Job Finance and Operations Executive
Industry Financial Services
Experience
Fidelity Investments 2006 - 2011
Charles Schwab 2002 - 2006
Prudential Insurance 1988 - 1992
Price Waterhouse 1984 - 1988
Skills
Mutual Funds, Financial Services, Securities, Process Improvement, Finance, Change Management, Vendor Management
Education
Miami University
Fidelity Investments 2006 - 2011
Charles Schwab 2002 - 2006
Prudential Insurance 1988 - 1992
Price Waterhouse 1984 - 1988
Skills
Mutual Funds, Financial Services, Securities, Process Improvement, Finance, Change Management, Vendor Management
Education
Miami University
Rob Lockerman's Charles Schwab Experience 1999 - 2000
Job AVP, Digital Channel Planning & Development at Unum Group
Industry Insurance
Experience
Unum June 2015 - Present
Unum 2013 - Present
Unum 2010 - 2013
University of Tennessee at Chattanooga 2008 - 2013
Unum 2009 - 2010
Unum 2007 - 2009
Unum 2006 - 2007
TIAA-CREF 2004 - 2006
Morgan Stanley 2000 - 2002
Charles Schwab 1999 - 2000
Skills
Investments, Financial Modeling, Financial Analysis, Investment Management, Fixed Income, Strategic Financial..., Insurance, Capital Markets, Finance, Business Strategy, Teaching, Managerial Finance
Education
University of Georgia - Terry College of Business 2002 — 2004
Master of Business Administration (MBA), Accounting and Finance
Middle Tennessee State University 1995 — 1999
Unum June 2015 - Present
Unum 2013 - Present
Unum 2010 - 2013
University of Tennessee at Chattanooga 2008 - 2013
Unum 2009 - 2010
Unum 2007 - 2009
Unum 2006 - 2007
TIAA-CREF 2004 - 2006
Morgan Stanley 2000 - 2002
Charles Schwab 1999 - 2000
Skills
Investments, Financial Modeling, Financial Analysis, Investment Management, Fixed Income, Strategic Financial..., Insurance, Capital Markets, Finance, Business Strategy, Teaching, Managerial Finance
Education
University of Georgia - Terry College of Business 2002 — 2004
Master of Business Administration (MBA), Accounting and Finance
Middle Tennessee State University 1995 — 1999
Richard Perlman's Charles Schwab Experience October 1997 - August 2008
Job Senior Operations Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 2010 - Present
Charles Schwab October 1997 - August 2008
Charles Schwab April 1997 - October 1997
Charles Schwab April 1996 - April 1997
Charles Schwab September 1994 - April 1996
Charles Schwab April 1993 - September 1994
Skills
Fixed Income, Product Management, Bonds
Education
Miami Dade College
University of South Florida
Morgan Stanley Smith Barney July 2010 - Present
Charles Schwab October 1997 - August 2008
Charles Schwab April 1997 - October 1997
Charles Schwab April 1996 - April 1997
Charles Schwab September 1994 - April 1996
Charles Schwab April 1993 - September 1994
Skills
Fixed Income, Product Management, Bonds
Education
Miami Dade College
University of South Florida
David Findlow, CFP's Charles Schwab Experience June 2008 - Present
Job V.P. Financial ConsultantExecutive Services
Industry Financial Services
Experience
Charles Schwab June 2008 - Present
Fidelity Investments September 1998 - May 2008
Fidelity Investments April 1991 - September 1998
Skills
Mutual Funds, Wealth Management, Investments, Series 7, Retirement Planning, Portfolio Management, Asset Management, Strategic Planning, Series 63, Management
Education
Miami University 1986 — 1990
Bachelor's Degree, Business Marketing
Charles Schwab June 2008 - Present
Fidelity Investments September 1998 - May 2008
Fidelity Investments April 1991 - September 1998
Skills
Mutual Funds, Wealth Management, Investments, Series 7, Retirement Planning, Portfolio Management, Asset Management, Strategic Planning, Series 63, Management
Education
Miami University 1986 — 1990
Bachelor's Degree, Business Marketing
Rafael J. Del Rosario's Charles Schwab Experience October 2002 - October 2005
Job Restricted Stock Specialist, Rule 144, 10b51 Trading Plan Specialist at Charles Schwab & Co. Inc.
Industry Capital Markets
Experience
Charles Schwab & Co. Inc. October 2005 - Present
Charles Schwab October 2002 - October 2005
Smith Barney October 2001 - September 2002
NDB Capital Markets October 1995 - October 2000
NDB 1995 - 2000
Education
Middlesex County College 1991 — 1993
A.A., Criminal Justice
Charles Schwab & Co. Inc. October 2005 - Present
Charles Schwab October 2002 - October 2005
Smith Barney October 2001 - September 2002
NDB Capital Markets October 1995 - October 2000
NDB 1995 - 2000
Education
Middlesex County College 1991 — 1993
A.A., Criminal Justice
Randy Reeves, CFP®'s Charles Schwab Experience September 1995 - Present
Job VP Branch Manager at Charles Schwab & Co., Inc
Industry Financial Services
Experience
Charles Schwab September 1995 - Present
PTD Technology September 1994 - September 1995
Olde Discount Corporation July 1992 - July 1994
Education
Michigan State University 1987 — 1991
Bachelor of Arts, Financial Administration
Bath High School 1983 — 1987
High School
Charles Schwab September 1995 - Present
PTD Technology September 1994 - September 1995
Olde Discount Corporation July 1992 - July 1994
Education
Michigan State University 1987 — 1991
Bachelor of Arts, Financial Administration
Bath High School 1983 — 1987
High School
Patricia Calomeni's Charles Schwab Experience March 2000 - October 2004
Job Technical Writer at JAMF Software
Industry Information Technology and Services
Experience
JAMF Software November 2013 - Present
Bluepoint Solutions November 2011 - November 2013
Vegas.com March 2010 - October 2011
Kaplan University July 2006 - May 2010
Las Vegas Sands Corporation October 2007 - March 2010
Axia College February 2006 - September 2007
Spherion Staffing Services February 2005 - November 2005
Charles Schwab March 2000 - October 2004
TeleDirect International, Inc May 1999 - March 2000
Viasoft October 1997 - April 1999
Skills
Software Documentation, Technical Documentation, Technical Writing, Online Help, RoboHelp, Technical Communication, SDLC, Scrum, Agile Methodologies, FrameMaker, Manuals, Content Management, Microsoft Office, Technical Editing, Adobe Acrobat, Information Architecture
Education
Michigan Technological University 1995 — 1997
Master of Science, Rhetoric and Technical Communication
Michigan Technological University
Bachelor of Science, Scientific and Technical Communication
JAMF Software November 2013 - Present
Bluepoint Solutions November 2011 - November 2013
Vegas.com March 2010 - October 2011
Kaplan University July 2006 - May 2010
Las Vegas Sands Corporation October 2007 - March 2010
Axia College February 2006 - September 2007
Spherion Staffing Services February 2005 - November 2005
Charles Schwab March 2000 - October 2004
TeleDirect International, Inc May 1999 - March 2000
Viasoft October 1997 - April 1999
Skills
Software Documentation, Technical Documentation, Technical Writing, Online Help, RoboHelp, Technical Communication, SDLC, Scrum, Agile Methodologies, FrameMaker, Manuals, Content Management, Microsoft Office, Technical Editing, Adobe Acrobat, Information Architecture
Education
Michigan Technological University 1995 — 1997
Master of Science, Rhetoric and Technical Communication
Michigan Technological University
Bachelor of Science, Scientific and Technical Communication
Barbara Wolfe's Charles Schwab Experience 1976 - 1992
Job Independent Financial Services Professional
Industry Financial Services
Experience
Charles Schwab 1976 - 1992
Education
Mills College 1961 — 1965
BA, Economics, Philosophy, Political Science
Charles Schwab 1976 - 1992
Education
Mills College 1961 — 1965
BA, Economics, Philosophy, Political Science
Brian Groark's Charles Schwab Experience January 2012 - Present
Job Data Miner / Statistical Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2012 - Present
Cricket Communications, Inc October 2006 - January 2012
Skills
Analytics, CRM, Forecasting, Analysis, Data Mining, Product Marketing, Predictive Modeling, Statistical Modeling, Marketing, Finance, Customer Service, Cross-functional Team...
Education
University of Denver - Daniels College of Business 2005 — 2006
M.S. Data Mining, Statistics & Data Mining
Miami University 1993 — 1996
Bachelor's degree, Psychology, 3.55
Charles Schwab January 2012 - Present
Cricket Communications, Inc October 2006 - January 2012
Skills
Analytics, CRM, Forecasting, Analysis, Data Mining, Product Marketing, Predictive Modeling, Statistical Modeling, Marketing, Finance, Customer Service, Cross-functional Team...
Education
University of Denver - Daniels College of Business 2005 — 2006
M.S. Data Mining, Statistics & Data Mining
Miami University 1993 — 1996
Bachelor's degree, Psychology, 3.55
Brad Butcher's Charles Schwab Experience September 2005 - Present
Job Manager Education and Advice at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2005 - Present
VALIC 2003 - 2005
Charles Schwab 1999 - February 2003
Charles Schwab 1997 - 1999
Charles Schwab 1992 - 1997
Skills
Retirement Planning, Management, Financial Services, Financial Planning, Finance, Retirement, Mutual Funds, Series 7, Investments, Portfolio Management, Series 63, Series 66
Education
Michigan State University 1986 — 1990
B.S., Finance
Charles Schwab September 2005 - Present
VALIC 2003 - 2005
Charles Schwab 1999 - February 2003
Charles Schwab 1997 - 1999
Charles Schwab 1992 - 1997
Skills
Retirement Planning, Management, Financial Services, Financial Planning, Finance, Retirement, Mutual Funds, Series 7, Investments, Portfolio Management, Series 63, Series 66
Education
Michigan State University 1986 — 1990
B.S., Finance
Ginger Wei's Charles Schwab Experience October 2003 - July 2007
Job Managing Director, Gobi Enterprise, LLC
Industry Accounting
Experience
Gobi Enterprise, LLC August 2007 - Present
Shorenstein Realty Services 2007 - Present
Charles Schwab October 2003 - July 2007
General Electric March 1999 - June 2001
General Electric January 1997 - March 1999
General Electric June 1995 - December 1996
Skills
Budgets, Process Improvement, Finance, Leadership, Sarbanes-Oxley, Financial Modeling, Financial Analysis, Financial Reporting, GAAP, Auditing, Accounting, Risk Management, Forecasting, Sarbanes-Oxley Act, Business Analysis, Enterprise Risk..., Internal Audit, Due Diligence, Internal Controls, Program Management, Strategic Planning
Education
Middlebury Institute of International Studies at Monterey 2002 — 2003
MA, Translation and Interpretation
University of San Francisco 1993 — 1994
MBA, Finance
University of San Francisco 1990 — 1992
BA, Accounting
University of International Business and Economics 1988 — 1990
Gobi Enterprise, LLC August 2007 - Present
Shorenstein Realty Services 2007 - Present
Charles Schwab October 2003 - July 2007
General Electric March 1999 - June 2001
General Electric January 1997 - March 1999
General Electric June 1995 - December 1996
Skills
Budgets, Process Improvement, Finance, Leadership, Sarbanes-Oxley, Financial Modeling, Financial Analysis, Financial Reporting, GAAP, Auditing, Accounting, Risk Management, Forecasting, Sarbanes-Oxley Act, Business Analysis, Enterprise Risk..., Internal Audit, Due Diligence, Internal Controls, Program Management, Strategic Planning
Education
Middlebury Institute of International Studies at Monterey 2002 — 2003
MA, Translation and Interpretation
University of San Francisco 1993 — 1994
MBA, Finance
University of San Francisco 1990 — 1992
BA, Accounting
University of International Business and Economics 1988 — 1990
Eileen Eckes, CEBS, QKA's Charles Schwab Experience September 2003 - Present
Job Manager, Plan Administration at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2003 - Present
LTV Steel 1981 - 2003
Skills
Employee Benefits, 401k
Education
Miami University 1970 — 1974
Bs Bus, marketing
Charles Schwab September 2003 - Present
LTV Steel 1981 - 2003
Skills
Employee Benefits, 401k
Education
Miami University 1970 — 1974
Bs Bus, marketing
Paul Evanoff's Charles Schwab Experience July 2008 - Present
Job Advice consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2008 - Present
Skills
Series 7, Retirement Planning, Investments, Mutual Funds, Retirement, Securities, Insurance, Investment Advisory
Education
Miami University
Charles Schwab July 2008 - Present
Skills
Series 7, Retirement Planning, Investments, Mutual Funds, Retirement, Securities, Insurance, Investment Advisory
Education
Miami University
Stephen Malina's Charles Schwab Experience 2004 - 2009
Job Paid Advertising Analyst at SaleAMP
Industry Marketing and Advertising
Experience
SaleAMP October 2014 - Present
SaleAMP December 2013 - October 2014
SaleAMP, Inc. June 2011 - December 2013
Ambiente Wine Importing Co Inc. 2009 - June 2011
Charles Schwab 2004 - 2009
The 401(k) Company 2002 - 2004
American Cancer Society 2001 - 2002
The 401(k) Company 2000 - 2002
Skills
Copywriting, Social Media Marketing, Facebook, Microsoft Excel, Google Analytics, Marketing, SEO, SEM, Marketing Communications, PPC, Facebook Marketing, Copy Editing, Editing, Strategic Planning, Social Media, Advertising, Marketing Strategy, Microsoft Office, Project Management, Email Marketing, Salesforce.com, Account Management, Customer Service, CRM, Product Marketing, Online Advertising, Online Marketing, Google Adwords, Lead Generation, Omniture, Digital Marketing, Analytics, Management, Web Analytics
Education
Michigan State University 1996 — 2000
BA, English (Economics, Journalism)
St. Stephen's Episcopal High School 1992 — 1996
SaleAMP October 2014 - Present
SaleAMP December 2013 - October 2014
SaleAMP, Inc. June 2011 - December 2013
Ambiente Wine Importing Co Inc. 2009 - June 2011
Charles Schwab 2004 - 2009
The 401(k) Company 2002 - 2004
American Cancer Society 2001 - 2002
The 401(k) Company 2000 - 2002
Skills
Copywriting, Social Media Marketing, Facebook, Microsoft Excel, Google Analytics, Marketing, SEO, SEM, Marketing Communications, PPC, Facebook Marketing, Copy Editing, Editing, Strategic Planning, Social Media, Advertising, Marketing Strategy, Microsoft Office, Project Management, Email Marketing, Salesforce.com, Account Management, Customer Service, CRM, Product Marketing, Online Advertising, Online Marketing, Google Adwords, Lead Generation, Omniture, Digital Marketing, Analytics, Management, Web Analytics
Education
Michigan State University 1996 — 2000
BA, English (Economics, Journalism)
St. Stephen's Episcopal High School 1992 — 1996
Robert Krebs's Charles Schwab Experience July 2009 - Present
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2009 - Present
Fidelity Investments October 1997 - March 2008
Education
Midwestern State University
Bachelor of Business Administration (BBA)
Charles Schwab July 2009 - Present
Fidelity Investments October 1997 - March 2008
Education
Midwestern State University
Bachelor of Business Administration (BBA)
Robert Quimjian's Charles Schwab Experience June 2011 - June 2012
Job Senior Financial Analyst at Quist Valuation
Industry Financial Services
Experience
Quist Valuation July 2012 - Present
Charles Schwab June 2011 - June 2012
Quist Valuation December 2010 - April 2011
Northwestern Mutual June 2009 - August 2009
Licking Memorial Hospital June 2006 - August 2007
Skills
Investments, Series 7, Financial Analysis, Finance, Securities, Appraisals, Business Valuation, Analysis
Education
Miami University 2006 — 2010
Bachelor, Finance
Quist Valuation July 2012 - Present
Charles Schwab June 2011 - June 2012
Quist Valuation December 2010 - April 2011
Northwestern Mutual June 2009 - August 2009
Licking Memorial Hospital June 2006 - August 2007
Skills
Investments, Series 7, Financial Analysis, Finance, Securities, Appraisals, Business Valuation, Analysis
Education
Miami University 2006 — 2010
Bachelor, Finance
SABRINA LOCKHART's Charles Schwab Experience September 2010 - Present
Job Sr. AdministratorOperations at Charles Schwab
Industry Banking
Experience
Charles Schwab September 2010 - Present
Public Service Credit Union September 2007 - September 2010
Education
Metropolitan State College of Denver 2006 — 2011
Accounting, ACCOUNTING
Charles Schwab September 2010 - Present
Public Service Credit Union September 2007 - September 2010
Education
Metropolitan State College of Denver 2006 — 2011
Accounting, ACCOUNTING
Darryl Robinson's Charles Schwab Experience August 2000 - June 2006
Job EVP/Chief HR Officer at Dignity Health
Industry Hospital & Health Care
Experience
Dignity Health July 2013 - Present
URS Corporation July 2006 - July 2013
Charles Schwab August 2000 - June 2006
MeadWestvaco (MWV) 1983 - 1993
Skills
Employee Relations, Workforce Planning, Talent Management, Talent Acquisition, Succession Planning, Onboarding, Labor Relations, Performance Management, HRIS, Employee Engagement, Human Resources, Employee Benefits, Organizational..., HR Policies
Education
Michigan State University 1976 — 1981
Masters, HR & Labor Relations
Dignity Health July 2013 - Present
URS Corporation July 2006 - July 2013
Charles Schwab August 2000 - June 2006
MeadWestvaco (MWV) 1983 - 1993
Skills
Employee Relations, Workforce Planning, Talent Management, Talent Acquisition, Succession Planning, Onboarding, Labor Relations, Performance Management, HRIS, Employee Engagement, Human Resources, Employee Benefits, Organizational..., HR Policies
Education
Michigan State University 1976 — 1981
Masters, HR & Labor Relations
Trish Power-Mayhall's Charles Schwab Experience May 2008 - October 2009
Job Experienced Financial Services Associate
Industry Financial Services
Experience
New England Financial February 2010 - October 2011
Charles Schwab May 2008 - October 2009
Gaylor Active Money Management September 2007 - February 2008
Vanguard Group June 1999 - September 2007
Education
Michigan State University
Bachelors of Arts
New Mexico State University, Finance
Masters, Business Administration
New England Financial February 2010 - October 2011
Charles Schwab May 2008 - October 2009
Gaylor Active Money Management September 2007 - February 2008
Vanguard Group June 1999 - September 2007
Education
Michigan State University
Bachelors of Arts
New Mexico State University, Finance
Masters, Business Administration
Jane Shapiro's Charles Schwab Experience January 1998 - April 2000
Job President at TFST Publishing, LLC
Industry Real Estate
Experience
TFST Publishing, LLC October 2013 - Present
Citi Habitats March 2010 - May 2013
Charles Schwab January 1998 - April 2000
Charles Greenthal May 1992 - June 1996
Dyansen Corporation June 1983 - January 1990
Skills
Sellers, Condos, Rentals, Real Estate, Relocation, First Time Home Buyers, Buyer Representation, Real Estate Transactions, Listings, Investment Properties, Investors, Townhomes, New Home Sales, Residential Homes, Luxury, Apartments, Single Family Homes, Referrals, Leases
Education
Miami Dade College 1975 — 1978
Bachelor of Science (B.S.), Dental Hygiene/Hygienist, Dean's List
TFST Publishing, LLC October 2013 - Present
Citi Habitats March 2010 - May 2013
Charles Schwab January 1998 - April 2000
Charles Greenthal May 1992 - June 1996
Dyansen Corporation June 1983 - January 1990
Skills
Sellers, Condos, Rentals, Real Estate, Relocation, First Time Home Buyers, Buyer Representation, Real Estate Transactions, Listings, Investment Properties, Investors, Townhomes, New Home Sales, Residential Homes, Luxury, Apartments, Single Family Homes, Referrals, Leases
Education
Miami Dade College 1975 — 1978
Bachelor of Science (B.S.), Dental Hygiene/Hygienist, Dean's List
Matthew Gartner's Charles Schwab Experience April 2014 - Present
Job Control Group Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2014 - Present
Grosvenor Capital Management December 2012 - April 2014
Advanced Equities, Inc. September 2010 - November 2012
Fidelity Investments December 2008 - July 2010
Skills
Series 7, Series 24, Series 63, Series 65, Alternative Investments, General Securities..., Securities Regulation, Compliance, Equities, Fixed Income, Derivatives
Education
Miami University 2004 — 2008
BS, Finance
Charles Schwab April 2014 - Present
Grosvenor Capital Management December 2012 - April 2014
Advanced Equities, Inc. September 2010 - November 2012
Fidelity Investments December 2008 - July 2010
Skills
Series 7, Series 24, Series 63, Series 65, Alternative Investments, General Securities..., Securities Regulation, Compliance, Equities, Fixed Income, Derivatives
Education
Miami University 2004 — 2008
BS, Finance
Larrance Noel's Charles Schwab Experience November 1999 - Present
Job Fixed Income Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 1999 - Present
Dean Witter & Company 1987 - 1995
LF Rothschild & Unterberg & TowbinLF 1982 - 1987
Education
Miami University 1964 — 1968
Bachelor's degree, Business/Commerce, General
Charles Schwab November 1999 - Present
Dean Witter & Company 1987 - 1995
LF Rothschild & Unterberg & TowbinLF 1982 - 1987
Education
Miami University 1964 — 1968
Bachelor's degree, Business/Commerce, General
Nicholas Broetzman's Charles Schwab Experience July 2013 - Present
Job Customer Service Representative at Charles Schwab
Industry Management Consulting
Experience
Charles Schwab July 2013 - Present
U.S. Bank August 2012 - July 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Customer Service, Teamwork, English, Public Speaking, Team Leadership, Business Strategy, Financial Analysis, Management Consulting, Data Analysis, Project Management
Education
University of Colorado at Denver 2010 — 2012
Master of Business Administration (MBA), MBA
Metropolitan State College of Denver 2005 — 2010
Bachelor of Science (BS), Business Management
Charles Schwab July 2013 - Present
U.S. Bank August 2012 - July 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Customer Service, Teamwork, English, Public Speaking, Team Leadership, Business Strategy, Financial Analysis, Management Consulting, Data Analysis, Project Management
Education
University of Colorado at Denver 2010 — 2012
Master of Business Administration (MBA), MBA
Metropolitan State College of Denver 2005 — 2010
Bachelor of Science (BS), Business Management
Ken Novak, CFP®'s Charles Schwab Experience August 2000 - Present
Job Vice President Sr. Financial Consultant at Charles Schwab & Co, Inc.
Industry Financial Services
Experience
Charles Schwab August 2000 - Present
Morgan Stanley Dean Witter May 1999 - July 2000
Education
Miami University 1994 — 1999
Bachelor of Science in Business, Finance, Accounting
Charles Schwab August 2000 - Present
Morgan Stanley Dean Witter May 1999 - July 2000
Education
Miami University 1994 — 1999
Bachelor of Science in Business, Finance, Accounting
David Bel, CFP®'s Charles Schwab Experience December 2003 - June 2004
Job Sales Supervisor at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments July 2006 - Present
Franklin Templeton Investments October 2004 - June 2006
Charles Schwab December 2003 - June 2004
Charles Schwab January 1998 - November 2003
Charles Schwab August 1997 - December 1997
Skills
Series 7, Series 63, Series 24, Project Management, Business Development, Mutual Funds, Asset Allocation, Retirement Planning, Investments, Securities, Portfolio Management, Asset Managment, 401k, Asset Management, Equities, FINRA, Bloomberg, Financial Advisory, Financial Analysis, Management, Fixed Annuities, Finance, Separately Managed..., Selling, Uniform Combined State..., Financial Modeling, Sales Operations, Trading, Financial Services, Sales, Investment Strategies, Strategic Financial..., Retirement, Fixed Income, Relationship Management, Series 6
Education
University of Tampa - John H. Sykes College of Business 2008 — 2010
MBA
Michigan State University 1993 — 1997
Bachelor of Arts, Finance
Franklin Templeton Investments July 2006 - Present
Franklin Templeton Investments October 2004 - June 2006
Charles Schwab December 2003 - June 2004
Charles Schwab January 1998 - November 2003
Charles Schwab August 1997 - December 1997
Skills
Series 7, Series 63, Series 24, Project Management, Business Development, Mutual Funds, Asset Allocation, Retirement Planning, Investments, Securities, Portfolio Management, Asset Managment, 401k, Asset Management, Equities, FINRA, Bloomberg, Financial Advisory, Financial Analysis, Management, Fixed Annuities, Finance, Separately Managed..., Selling, Uniform Combined State..., Financial Modeling, Sales Operations, Trading, Financial Services, Sales, Investment Strategies, Strategic Financial..., Retirement, Fixed Income, Relationship Management, Series 6
Education
University of Tampa - John H. Sykes College of Business 2008 — 2010
MBA
Michigan State University 1993 — 1997
Bachelor of Arts, Finance
Tyler Samila's Charles Schwab Experience October 2005 - July 2007
Job Account Manager at Enerflex
Industry Oil & Energy
Experience
Enerflex April 2014 - Present
J-W Operating Company July 2010 - March 2014
Exterran March 2008 - May 2009
Charles Schwab October 2005 - July 2007
Skills
Natural Gas, Petroleum, Energy Industry, Strategic Planning, Energy, Gas, Oil & Gas Industry, Oil/Gas, Oilfield, Upstream, Pipelines, Completions, Petroleum Engineering, Onshore, Drilling
Education
Metropolitan State College of Denver
Enerflex April 2014 - Present
J-W Operating Company July 2010 - March 2014
Exterran March 2008 - May 2009
Charles Schwab October 2005 - July 2007
Skills
Natural Gas, Petroleum, Energy Industry, Strategic Planning, Energy, Gas, Oil & Gas Industry, Oil/Gas, Oilfield, Upstream, Pipelines, Completions, Petroleum Engineering, Onshore, Drilling
Education
Metropolitan State College of Denver
Jeff Braford's Charles Schwab Experience July 2011 - Present
Job Software Engineer at Charles Schwab
Industry Retail
Experience
Charles Schwab July 2011 - Present
AutoZone December 2007 - May 2011
DIVERSANT LLC 2011 - 2011
Skills
SQL, Visual Studio, Visual Basic, Data Mining, Web Services
Education
Michigan State University 1987 — 1993
Bachelor, Computer Science
Charles Schwab July 2011 - Present
AutoZone December 2007 - May 2011
DIVERSANT LLC 2011 - 2011
Skills
SQL, Visual Studio, Visual Basic, Data Mining, Web Services
Education
Michigan State University 1987 — 1993
Bachelor, Computer Science
Holly Cresswell, Esq.'s Charles Schwab Experience August 2012 - July 2014
Job Compliance Officer at INTL FC Stone
Industry Financial Services
Experience
INTL FCStone Inc. July 2014 - Present
Charles Schwab August 2012 - July 2014
JP Morgan Futures, Inc. August 2009 - April 2012
Navistar Inc February 2009 - June 2009
Oracle Corporation 2007 - 2008
TW Cresswell November 2006 - December 2007
State of Michigan Attorney General's Office May 2004 - June 2005
Skills
Securities, Due Diligence, Corporate Law, Corporate Governance, Risk Management, Litigation, Legal Writing, AML, Derivatives, Banking, Licensing, Legal Research, Legal Compliance, Employment Law, Financial Services, Capital Markets, Contract Negotiation, Mergers, Equities, Legal Assistance, Investment Banking
Education
Michigan State University College of Law 2002 — 2005
Juris Doctor
Michigan State University 1996 — 2000
bachelor of arts
INTL FCStone Inc. July 2014 - Present
Charles Schwab August 2012 - July 2014
JP Morgan Futures, Inc. August 2009 - April 2012
Navistar Inc February 2009 - June 2009
Oracle Corporation 2007 - 2008
TW Cresswell November 2006 - December 2007
State of Michigan Attorney General's Office May 2004 - June 2005
Skills
Securities, Due Diligence, Corporate Law, Corporate Governance, Risk Management, Litigation, Legal Writing, AML, Derivatives, Banking, Licensing, Legal Research, Legal Compliance, Employment Law, Financial Services, Capital Markets, Contract Negotiation, Mergers, Equities, Legal Assistance, Investment Banking
Education
Michigan State University College of Law 2002 — 2005
Juris Doctor
Michigan State University 1996 — 2000
bachelor of arts
Jeffrey Van Domelen's Charles Schwab Experience September 1999 - June 2000
Job Director, SR AML Compliance Manager at Bank of America
Industry Banking
Experience
Ranstad Technologies September 2014 - Present
Bank of America January 2013 - March 2014
Bank of America Inc December 2008 - January 2013
Bank of America October 2006 - December 2008
The Walt Disney Company February 2003 - July 2006
Pfizer February 2002 - February 2003
Next Card August 2001 - November 2001
Rentals Inc 2000 - February 2001
Charles Schwab September 1999 - June 2000
Exponent Failure Analysis Associates October 1994 - September 1999
Skills
SAS, SQL, AML, Banking, Teradata, Statistical Modeling, ETL, Statistics, Analysis, Business Intelligence, Data Modeling
Education
Michigan State University 1988 — 1990
Master's degree, Computational Mathematics
Michigan State University 1978 — 1983
Bachelor of Science (BS), Mathematics Teacher Education
Ranstad Technologies September 2014 - Present
Bank of America January 2013 - March 2014
Bank of America Inc December 2008 - January 2013
Bank of America October 2006 - December 2008
The Walt Disney Company February 2003 - July 2006
Pfizer February 2002 - February 2003
Next Card August 2001 - November 2001
Rentals Inc 2000 - February 2001
Charles Schwab September 1999 - June 2000
Exponent Failure Analysis Associates October 1994 - September 1999
Skills
SAS, SQL, AML, Banking, Teradata, Statistical Modeling, ETL, Statistics, Analysis, Business Intelligence, Data Modeling
Education
Michigan State University 1988 — 1990
Master's degree, Computational Mathematics
Michigan State University 1978 — 1983
Bachelor of Science (BS), Mathematics Teacher Education
Richard Kars's Charles Schwab Experience April 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Charles Schwab April 2013 - Present
BCF Wealth Strategies 2009 - 2012
IBS Financial Group June 2004 - August 2009
Skills
Certified Financial..., Strategic Financial..., Retirement, Mutual Funds
Education
Michigan State University 1987 — 1990
Bachelor of Arts (B.A.), Finance, General
Charles Schwab April 2013 - Present
BCF Wealth Strategies 2009 - 2012
IBS Financial Group June 2004 - August 2009
Skills
Certified Financial..., Strategic Financial..., Retirement, Mutual Funds
Education
Michigan State University 1987 — 1990
Bachelor of Arts (B.A.), Finance, General
Smiddy Capital's Charles Schwab Experience March 1981 - October 1999
Job President
Industry Internet
Experience
Self-employed October 1999 - Present
Charles Schwab March 1981 - October 1999
Skills
Wealth Management, Internet, Investment Management
Education
Michigan State University
Bachelor of Science (BS)
Self-employed October 1999 - Present
Charles Schwab March 1981 - October 1999
Skills
Wealth Management, Internet, Investment Management
Education
Michigan State University
Bachelor of Science (BS)
Michelle Thetford's Charles Schwab Experience May 2015 - Present
Job Vice President Advisor Services Risk & Controls
Industry Financial Services
Experience
Charles Schwab May 2015 - Present
Charles Schwab May 2006 - May 2015
Education
Michigan State University
Bachelor's degree, Advertising
Charles Schwab May 2015 - Present
Charles Schwab May 2006 - May 2015
Education
Michigan State University
Bachelor's degree, Advertising
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank