Charles Schwab
Industry: Financial services company
DescriptionThe Charles Schwab Corporation is a bank and brokerage firm, based in San Francisco, California. It was founded in 1971 by Charles R. Schwab and is one of the largest banks in the United States as well as one of the largest brokerage firms in the United States. Assets under management: 3.36 trillion USD (2017) Headquarters: San Francisco, California, United States CEO: Walter W Bettinger II Subsidiaries: OptionsXpress,
Charles Schwab List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Charles Schwab. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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11,132 Charles Schwab employees in database. Find out everything there's to know about Charles Schwab employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Charles Schwab Employees
Employee
Years
Job
Industry
Audrey (Barnett) Ryder Audrey (Barnett) Ryder's Charles Schwab Experience September 1996 - March 1997
Job Recreation Manager at Menlo Circus Club
Industry Health, Wellness and Fitness
Experience
Menlo Circus Club April 2009 - Present
Tonik Fitness 2014 - Present
Stanford University School of Medicine January 2011 - Present
Menlo Swim School May 2008 - April 2009
VCFP March 2002 - September 2006
Charles Schwab September 1996 - March 1997
Zona Research June 1994 - August 1996
Applied Biosystems February 1994 - May 1994
Crystallume July 1991 - January 1994
Skills
Leadership, Coaching, Fitness, Athletic Training, Program Development, Management, Teaching, Program Management, Sports, Event Planning, Public Speaking, Time Management, Wellness, Nutrition, Event Management, Strategic Planning, Social Media
Education
Stanford University 1987 — 1991
BA, Design
Menlo Circus Club April 2009 - Present
Tonik Fitness 2014 - Present
Stanford University School of Medicine January 2011 - Present
Menlo Swim School May 2008 - April 2009
VCFP March 2002 - September 2006
Charles Schwab September 1996 - March 1997
Zona Research June 1994 - August 1996
Applied Biosystems February 1994 - May 1994
Crystallume July 1991 - January 1994
Skills
Leadership, Coaching, Fitness, Athletic Training, Program Development, Management, Teaching, Program Management, Sports, Event Planning, Public Speaking, Time Management, Wellness, Nutrition, Event Management, Strategic Planning, Social Media
Education
Stanford University 1987 — 1991
BA, Design
Sarah Peckenpaugh Sarah Peckenpaugh's Charles Schwab Experience August 2015 - Present
Job Participant Services Associate
Industry Financial Services
Experience
Charles Schwab August 2015 - Present
Ameriprise Financial Services, Inc. September 2011 - July 2015
Amplify Financial March 2010 - March 2011
121 Business Software Consulting September 2007 - November 2008
Education
St. Edward's University
BBA, Finance
St. Edward's University
BA, English
Charles Schwab August 2015 - Present
Ameriprise Financial Services, Inc. September 2011 - July 2015
Amplify Financial March 2010 - March 2011
121 Business Software Consulting September 2007 - November 2008
Education
St. Edward's University
BBA, Finance
St. Edward's University
BA, English
Robert Trevino Robert Trevino's Charles Schwab Experience April 1994 - April 2001
Job VP Distribution at Integrity Aviation, LLC
Industry Financial Services
Experience
Integrity Aviation, LLC January 2015 - Present
Fulcrum Point Financial May 2014 - January 2015
Investment Professionals, Inc. December 2011 - February 2013
Wehring Wealth Management October 2010 - November 2011
Advisors Asset Management, Inc. November 2002 - August 2010
Charles Schwab April 1994 - April 2001
Skills
Series 7, Investments, Mutual Funds, Series 63, Fixed Income, SERIES 66, Bloomberg Terminal, Securities, Investment Advisory, Wealth Management, Portfolio Management, Asset Allocation, Investment Strategies, Retirement Planning, Retirement, Strategic Financial..., Fixed Annuities, IRAs, Estate Planning, Asset Management, Equities, Long-term Care, Life Insurance, Options, FINRA, Trading, ETFs, Bonds, Bloomberg, Alternative Investments, Electronic Trading, Financial Advisory, Uniform Combined State..., Capital Markets, Financial Services, Financial Markets, Derivatives, Financial Planning
Education
The University of Texas at San Antonio
St. Mary's University
Integrity Aviation, LLC January 2015 - Present
Fulcrum Point Financial May 2014 - January 2015
Investment Professionals, Inc. December 2011 - February 2013
Wehring Wealth Management October 2010 - November 2011
Advisors Asset Management, Inc. November 2002 - August 2010
Charles Schwab April 1994 - April 2001
Skills
Series 7, Investments, Mutual Funds, Series 63, Fixed Income, SERIES 66, Bloomberg Terminal, Securities, Investment Advisory, Wealth Management, Portfolio Management, Asset Allocation, Investment Strategies, Retirement Planning, Retirement, Strategic Financial..., Fixed Annuities, IRAs, Estate Planning, Asset Management, Equities, Long-term Care, Life Insurance, Options, FINRA, Trading, ETFs, Bonds, Bloomberg, Alternative Investments, Electronic Trading, Financial Advisory, Uniform Combined State..., Capital Markets, Financial Services, Financial Markets, Derivatives, Financial Planning
Education
The University of Texas at San Antonio
St. Mary's University
Andrew Miller, MBA's Charles Schwab Experience August 2014 - May 2015
Job Operations Associate at AFAM Capital, Inc.
Industry Financial Services
Experience
AFAM Capital, Inc. August 2015 - Present
Charles Schwab August 2014 - May 2015
MBA Capstone June 2014 - August 2014
St. Edward's University August 2012 - August 2014
St. Edward's University August 2012 - August 2014
St. Edward's University January 2012 - August 2012
Texas Stars Hockey Club September 2010 - December 2010
Skills
Microsoft Office, Event Management, Sports Management, Marketing, Leadership, PowerPoint, Athletic Administration, Customer Service, Sports Marketing, Event Planning, Sales, Facilities Management, Public Speaking, Social Media, NCAA Compliance, Finance, Social Networking, Sports, Financial Analysis, Business Strategy, Business Administration, Strategic Financial..., Business Planning, Management, Project Management, Management Consulting, International Business, Entrepreneurship
Education
St. Edward's University 2012 — 2014
Master of Business Administration (M.B.A.), Management, Finance
The University of Texas at Austin 2009 — 2012
Bachelor’s Degree, Sport Management
AFAM Capital, Inc. August 2015 - Present
Charles Schwab August 2014 - May 2015
MBA Capstone June 2014 - August 2014
St. Edward's University August 2012 - August 2014
St. Edward's University August 2012 - August 2014
St. Edward's University January 2012 - August 2012
Texas Stars Hockey Club September 2010 - December 2010
Skills
Microsoft Office, Event Management, Sports Management, Marketing, Leadership, PowerPoint, Athletic Administration, Customer Service, Sports Marketing, Event Planning, Sales, Facilities Management, Public Speaking, Social Media, NCAA Compliance, Finance, Social Networking, Sports, Financial Analysis, Business Strategy, Business Administration, Strategic Financial..., Business Planning, Management, Project Management, Management Consulting, International Business, Entrepreneurship
Education
St. Edward's University 2012 — 2014
Master of Business Administration (M.B.A.), Management, Finance
The University of Texas at Austin 2009 — 2012
Bachelor’s Degree, Sport Management
Helen Helendrake1 Helen Helendrake1's Charles Schwab Experience July 2004 - Present
Job Executive Assistant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2004 - Present
Charles Schwab & Co., Inc. July 2000 - December 2004
Mars Venus Management June 1998 - December 2000
Skills
Administrative..., Office Management, Outlook, Travel Arrangements, Visio, Calendaring, PeopleSoft, Spreadsheets, Concur, Calendars, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word
Education
The University of Texas at Arlington
Journalism
Southern Methodist University
Radio-TV-FIlm
University of North Texas
Radio-TV-Film
Charles Schwab July 2004 - Present
Charles Schwab & Co., Inc. July 2000 - December 2004
Mars Venus Management June 1998 - December 2000
Skills
Administrative..., Office Management, Outlook, Travel Arrangements, Visio, Calendaring, PeopleSoft, Spreadsheets, Concur, Calendars, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word
Education
The University of Texas at Arlington
Journalism
Southern Methodist University
Radio-TV-FIlm
University of North Texas
Radio-TV-Film
Estella Guerrero Estella Guerrero's Charles Schwab Experience January 2015 - Present
Job Experienced Project Manager, Release Manager, Build Manager, Change Manager, Operations Focal, and Deskside Support
Industry Computer & Network Security
Experience
Charles Schwab January 2015 - Present
TEKsystems November 2013 - June 2014
Capgemini July 2012 - November 2013
IBM March 2007 - April 2012
Eurosoft, Inc. July 2006 - January 2007
The Home Depot March 2006 - July 2006
Dell December 2004 - August 2005
Unisys 2004 - 2005
Verizon Global Network Solutions April 1999 - November 2003
Texas workers compensation commission 1998 - 1999
Skills
Troubleshooting, Software Documentation, Networking, Windows, Security, Active Directory, Servers, Disaster Recovery, Information Technology, Technical Support, Integration, ITIL, Project Management, Operating Systems, Team Leadership, VPN, Microsoft Office, Customer Service, Call Centers, Management, Network Administration, Call Center, Computer Hardware, Microsoft Exchange, Databases, Help Desk Support, Customer Satisfaction, Outlook, Software Installation, Data Center, Hardware, System Administration, BMC Remedy, Lotus Notes, Process Improvement, Linux, Leadership, Project Planning, Training, Change Management, SQL, VoIP, Team-oriented, Research, Social Innovation, Volunteering, Philanthropy, Digital Photography
Education
St Edwards University 2014 — 2014
ITIL, Certification
St. Edward's University 2014 — 2014
Certification Program, Project Management, 48 PDU's
St. Edward's University 2000 — 2004
Bachelors of Arts, Computer Systems Management
Texas State Technical College 1994 — 1997
Associates of Arts and Science, Information Management Technology
DeLynn Beauty College 1984 — 1985
License, Cosmetology
Charles Schwab January 2015 - Present
TEKsystems November 2013 - June 2014
Capgemini July 2012 - November 2013
IBM March 2007 - April 2012
Eurosoft, Inc. July 2006 - January 2007
The Home Depot March 2006 - July 2006
Dell December 2004 - August 2005
Unisys 2004 - 2005
Verizon Global Network Solutions April 1999 - November 2003
Texas workers compensation commission 1998 - 1999
Skills
Troubleshooting, Software Documentation, Networking, Windows, Security, Active Directory, Servers, Disaster Recovery, Information Technology, Technical Support, Integration, ITIL, Project Management, Operating Systems, Team Leadership, VPN, Microsoft Office, Customer Service, Call Centers, Management, Network Administration, Call Center, Computer Hardware, Microsoft Exchange, Databases, Help Desk Support, Customer Satisfaction, Outlook, Software Installation, Data Center, Hardware, System Administration, BMC Remedy, Lotus Notes, Process Improvement, Linux, Leadership, Project Planning, Training, Change Management, SQL, VoIP, Team-oriented, Research, Social Innovation, Volunteering, Philanthropy, Digital Photography
Education
St Edwards University 2014 — 2014
ITIL, Certification
St. Edward's University 2014 — 2014
Certification Program, Project Management, 48 PDU's
St. Edward's University 2000 — 2004
Bachelors of Arts, Computer Systems Management
Texas State Technical College 1994 — 1997
Associates of Arts and Science, Information Management Technology
DeLynn Beauty College 1984 — 1985
License, Cosmetology
Chip Schilling Chip Schilling's Charles Schwab Experience 1993 - 1995
Job President at Schilling Supply Company
Industry Wholesale
Experience
Schilling Supply Company June 1997 - Present
Charles Schwab 1993 - 1995
RJ Steichen December 1992 - April 1993
Skills
Distribution Management, Financial Analysis, Investments, Sales Management, Personnel, Business Valuation, Personal Finance, Distributed Team..., Strategic Planning, Forecasting, Leadership, Human Resources, New Business Development, Contract Negotiation, Management, Team Building
Education
Wake Forest University - Babcock Graduate School of Management 1995 — 1997
MBA, General
St. Olaf College 1988 — 1992
BS, Economics
Central High School
High School
The University of Chicago - Booth School of Business
Private Wealth Management
Wharton School, University of Pennsylvania
Mergers and Acquisitions
Schilling Supply Company June 1997 - Present
Charles Schwab 1993 - 1995
RJ Steichen December 1992 - April 1993
Skills
Distribution Management, Financial Analysis, Investments, Sales Management, Personnel, Business Valuation, Personal Finance, Distributed Team..., Strategic Planning, Forecasting, Leadership, Human Resources, New Business Development, Contract Negotiation, Management, Team Building
Education
Wake Forest University - Babcock Graduate School of Management 1995 — 1997
MBA, General
St. Olaf College 1988 — 1992
BS, Economics
Central High School
High School
The University of Chicago - Booth School of Business
Private Wealth Management
Wharton School, University of Pennsylvania
Mergers and Acquisitions
Larry Juergens Larry Juergens's Charles Schwab Experience August 2000 - Present
Job Senior Software Application Engineer at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2000 - Present
Skills
Agile Methodologies, CSS, SQL, ColdFusion, HTML, jQuery, JavaScript, Photoshop, MySQL, Informix, ClearQuest, ClearCase, Firebug, Visual Studio, AJAX, C#, .NET, JSON, ASP, TFS, Microsoft SQL Server, PHP, Web Applications, XML, Stored Procedures
Education
St. Edward's University 2006 — 2008
Bachelor of Arts (BA), Computer Systems Management, Cum Laude
Charles Schwab August 2000 - Present
Skills
Agile Methodologies, CSS, SQL, ColdFusion, HTML, jQuery, JavaScript, Photoshop, MySQL, Informix, ClearQuest, ClearCase, Firebug, Visual Studio, AJAX, C#, .NET, JSON, ASP, TFS, Microsoft SQL Server, PHP, Web Applications, XML, Stored Procedures
Education
St. Edward's University 2006 — 2008
Bachelor of Arts (BA), Computer Systems Management, Cum Laude
Paul Saunders, PMP Paul Saunders, PMP's Charles Schwab Experience March 2008 - July 2008
Job
Industry Information Technology and Services
Experience
ICAT Managers July 2008 - Present
Charles Schwab March 2008 - July 2008
Lehman Brothers - Aurora Loan Services May 2007 - January 2008
GMAC Residential Funding Corp January 2004 - May 2007
GMAC Residential Funding Corp June 2001 - February 2004
GMAC Residential Funding Corp November 1997 - June 2001
GSF Mortgage Corporation September 1996 - November 1997
Skills
Business Analysis, Business Process..., Portfolio Management, Project Management, Systems Analysis, Workshop Facilitation, Coaching, Leadership, SDLC, Waterfall, Business Requirements, PMO, Risk Management, Requirements Analysis, Vendor Management, Project Portfolio..., PMP, Requirements Gathering, Business Process, Process Improvement, Software Documentation, Program Management, Quality Assurance, User Acceptance Testing, Visio, Integration
Education
St. Cloud State University 1992 — 1994
BA, Economics, International Relations
University of Minnesota-Twin Cities 1988 — 1991
International Relations - Economics
ICAT Managers July 2008 - Present
Charles Schwab March 2008 - July 2008
Lehman Brothers - Aurora Loan Services May 2007 - January 2008
GMAC Residential Funding Corp January 2004 - May 2007
GMAC Residential Funding Corp June 2001 - February 2004
GMAC Residential Funding Corp November 1997 - June 2001
GSF Mortgage Corporation September 1996 - November 1997
Skills
Business Analysis, Business Process..., Portfolio Management, Project Management, Systems Analysis, Workshop Facilitation, Coaching, Leadership, SDLC, Waterfall, Business Requirements, PMO, Risk Management, Requirements Analysis, Vendor Management, Project Portfolio..., PMP, Requirements Gathering, Business Process, Process Improvement, Software Documentation, Program Management, Quality Assurance, User Acceptance Testing, Visio, Integration
Education
St. Cloud State University 1992 — 1994
BA, Economics, International Relations
University of Minnesota-Twin Cities 1988 — 1991
International Relations - Economics
Carter Cowan Carter Cowan's Charles Schwab Experience May 2014 - Present
Job Associate Web Software Application Engineer at Charles Schwab
Industry Computer Software
Experience
Charles Schwab May 2014 - Present
CampusTraders.org June 2012 - Present
Southwestern University August 2012 - May 2014
Neubus May 2013 - August 2013
FratMusicRadio.Com September 2011 - August 2012
Ski Shores Cafe May 2011 - August 2011
Bury+Partners: Engineering Solutions May 2010 - June 2010
St. Andrew's Episcopal School, Austin May 2009 - August 2009
Skills
Programming, Java, Databases, C++, Microsoft Office, WordPress, PHP, JavaScript, OS X, Backbone.js, HTML 5, CSS, JSON, jQuery, ASP.NET MVC, Python, SQL, Ruby on Rails, PostgreSQL, HTML
Education
Southwestern University 2010 — 2014
Bachelor of Arts, Computer Science/Business
Charles Schwab May 2014 - Present
CampusTraders.org June 2012 - Present
Southwestern University August 2012 - May 2014
Neubus May 2013 - August 2013
FratMusicRadio.Com September 2011 - August 2012
Ski Shores Cafe May 2011 - August 2011
Bury+Partners: Engineering Solutions May 2010 - June 2010
St. Andrew's Episcopal School, Austin May 2009 - August 2009
Skills
Programming, Java, Databases, C++, Microsoft Office, WordPress, PHP, JavaScript, OS X, Backbone.js, HTML 5, CSS, JSON, jQuery, ASP.NET MVC, Python, SQL, Ruby on Rails, PostgreSQL, HTML
Education
Southwestern University 2010 — 2014
Bachelor of Arts, Computer Science/Business
Karl Zwick, CFA Karl Zwick, CFA's Charles Schwab Experience January 2000 - January 2002
Job Global Manager, Financial Risk
Industry Packaging and Containers
Experience
Ball Corporation August 2008 - Present
George K. Baum & Company June 2006 - July 2008
Scottrade February 2001 - July 2004
Charles Schwab January 2000 - January 2002
Skills
Financial Modeling, Risk Management, Strategic Financial..., Finance, Financial Risk, Valuation, Portfolio Management, Strategy, Accounting, Derivatives, Management, Banking, Internal Audit, Trading, Mergers & Acquisitions, Corporate Finance
Education
Leeds Business School 2004 — 2006
MBA, Finance
Southern Methodist University 1995 — 1999
BBA, Finance
Southern Methodist University - Cox School of Business 1995 — 1999
Bachelor of Business Administration (BBA), Finance, General
Ball Corporation August 2008 - Present
George K. Baum & Company June 2006 - July 2008
Scottrade February 2001 - July 2004
Charles Schwab January 2000 - January 2002
Skills
Financial Modeling, Risk Management, Strategic Financial..., Finance, Financial Risk, Valuation, Portfolio Management, Strategy, Accounting, Derivatives, Management, Banking, Internal Audit, Trading, Mergers & Acquisitions, Corporate Finance
Education
Leeds Business School 2004 — 2006
MBA, Finance
Southern Methodist University 1995 — 1999
BBA, Finance
Southern Methodist University - Cox School of Business 1995 — 1999
Bachelor of Business Administration (BBA), Finance, General
Jerry Lopez, CRC, QKA's Charles Schwab Experience June 2008 - September 2010
Job Regional Retirement Specialist / Sr. Retirement Sales Rep for the Principal Financial Group / Princor Registered Rep
Industry Financial Services
Experience
Principal Financial Group 2011 - Present
Nova 401(k) Associates September 2010 - September 2011
Charles Schwab June 2008 - September 2010
The 401(k) Company April 2007 - June 2008
The 401(k) Company April 2004 - April 2007
The 401(k) Company August 1999 - April 2004
Skills
Retirement, 401k, Retirement Planning, Defined Benefit, Marketing, Pensions, Strategic Planning, Financial Services
Education
St. Edward's University 1995 — 1999
BA, Political Science
Principal Financial Group 2011 - Present
Nova 401(k) Associates September 2010 - September 2011
Charles Schwab June 2008 - September 2010
The 401(k) Company April 2007 - June 2008
The 401(k) Company April 2004 - April 2007
The 401(k) Company August 1999 - April 2004
Skills
Retirement, 401k, Retirement Planning, Defined Benefit, Marketing, Pensions, Strategic Planning, Financial Services
Education
St. Edward's University 1995 — 1999
BA, Political Science
Monico Moreno Monico Moreno's Charles Schwab Experience January 2013 - June 2014
Job Javascript/Node/Angular Web Developer at Cisco
Industry Computer Software
Experience
Cisco March 2015 - Present
Collaborare Dot Net, LLC 1996 - Present
Franchise Technologies, Inc. November 2014 - Present
Dell June 2014 - March 2015
Charles Schwab January 2013 - June 2014
CompassLearning August 2012 - August 2013
Michael & Susan Dell Foundation August 2009 - August 2012
Raba-Kistner Consultants, Inc. March 2009 - July 2009
Nets to Ladders, Inc. December 2008 - March 2009
GotVMail Communications July 2008 - November 2008
Skills
JavaScript, Node.js, AngularJS, Web Applications, Web Development, CSS, Agile Methodologies, JSHint, Jasmine JS, MongoDB, ExpressJs, RWD, SASS, HTML, jQuery, Unit Testing, Test Driven Development, AJAX, Project Management, Trello (kanban), Slack (team collab), C#, MVC, Architecture, Design Patterns, OS X, Ubuntu, .NET, ASP.NET, Git, Github, Microsoft SQL Server, Visual Studio, ASP.NET MVC, Web Services, Scrum, Databases, XML, XSLT, SDLC, IIS, WPF, OOP, LINQ, SQL, TFS, VB.NET, Database Design
Education
St. Edward's University 2000 — 2003
Bachelor of Arts, Computer Systems Management
Texas A&M University 1988 — 1991
Electronics Engineering, Computer Science
ATXNodeJs
Cisco March 2015 - Present
Collaborare Dot Net, LLC 1996 - Present
Franchise Technologies, Inc. November 2014 - Present
Dell June 2014 - March 2015
Charles Schwab January 2013 - June 2014
CompassLearning August 2012 - August 2013
Michael & Susan Dell Foundation August 2009 - August 2012
Raba-Kistner Consultants, Inc. March 2009 - July 2009
Nets to Ladders, Inc. December 2008 - March 2009
GotVMail Communications July 2008 - November 2008
Skills
JavaScript, Node.js, AngularJS, Web Applications, Web Development, CSS, Agile Methodologies, JSHint, Jasmine JS, MongoDB, ExpressJs, RWD, SASS, HTML, jQuery, Unit Testing, Test Driven Development, AJAX, Project Management, Trello (kanban), Slack (team collab), C#, MVC, Architecture, Design Patterns, OS X, Ubuntu, .NET, ASP.NET, Git, Github, Microsoft SQL Server, Visual Studio, ASP.NET MVC, Web Services, Scrum, Databases, XML, XSLT, SDLC, IIS, WPF, OOP, LINQ, SQL, TFS, VB.NET, Database Design
Education
St. Edward's University 2000 — 2003
Bachelor of Arts, Computer Systems Management
Texas A&M University 1988 — 1991
Electronics Engineering, Computer Science
ATXNodeJs
Jerine Llamas Jerine Llamas's Charles Schwab Experience January 1995 - January 2005
Job Director of Finance & Operations at DMC Insurance Administrators
Industry Financial Services
Experience
Dmc Insurance Administrators June 2015 - Present
Milyoni, Inc. September 2013 - May 2015
CSAA Insurance Group November 2009 - September 2013
Genentech / ADP Inc. January 2008 - November 2009
Safeway May 2006 - January 2008
Kaiser Permanente IT February 2005 - May 2006
Charles Schwab January 1995 - January 2005
The Gap 1989 - 1995
Skills
Financial Modeling, Sarbanes-Oxley Act, Business Strategy, Strategic Financial..., Finance, Start-ups, Cross-functional Team..., Analysis, Project Planning, Budgets, Variance Analysis, Financial Analysis, Internal Audit, Management, Strategic Planning, Financial Reporting, Analytics, Forecasting, Data Analysis, Leadership, Executive Management, Project Management, Team Management &..., Process Improvement, Training, PMO, Strategy, Corporate Finance, Business Analysis, Budgeting, Consulting, Accounting, Financial Planning, Essbase
Education
St. Mary's College 1978 — 1981
BSBA, Finance & Economics
Control Data Institute 1981 — 1982
Certificate, Computer Programming & Operations
Assumption High School 1976 — 1976
High School Diploma
Dmc Insurance Administrators June 2015 - Present
Milyoni, Inc. September 2013 - May 2015
CSAA Insurance Group November 2009 - September 2013
Genentech / ADP Inc. January 2008 - November 2009
Safeway May 2006 - January 2008
Kaiser Permanente IT February 2005 - May 2006
Charles Schwab January 1995 - January 2005
The Gap 1989 - 1995
Skills
Financial Modeling, Sarbanes-Oxley Act, Business Strategy, Strategic Financial..., Finance, Start-ups, Cross-functional Team..., Analysis, Project Planning, Budgets, Variance Analysis, Financial Analysis, Internal Audit, Management, Strategic Planning, Financial Reporting, Analytics, Forecasting, Data Analysis, Leadership, Executive Management, Project Management, Team Management &..., Process Improvement, Training, PMO, Strategy, Corporate Finance, Business Analysis, Budgeting, Consulting, Accounting, Financial Planning, Essbase
Education
St. Mary's College 1978 — 1981
BSBA, Finance & Economics
Control Data Institute 1981 — 1982
Certificate, Computer Programming & Operations
Assumption High School 1976 — 1976
High School Diploma
Blake Young's Charles Schwab Experience April 2008 - August 2010
Job Project Manager, Technology Innovations at Apple
Industry Internet
Experience
Apple October 2014 - Present
eBay, Inc. March 2012 - October 2014
Charles Schwab Corporation August 2010 - March 2012
Charles Schwab April 2008 - August 2010
Skills
Analytics, E-commerce, Program Management, Cross-functional Team..., Process Improvement, Business Analysis, Project Management, Relationship Management, Supply Chain Management, Logistics, Business Process, Product Management, Strategy, CRM, Vendor Management, Start-ups, Leadership, Management, Analysis
Education
Southern Oregon University 2002 — 2006
B.S., Marketing/Cultural Diversity
Sonoma Valley Academy 1996 — 2000
Apple October 2014 - Present
eBay, Inc. March 2012 - October 2014
Charles Schwab Corporation August 2010 - March 2012
Charles Schwab April 2008 - August 2010
Skills
Analytics, E-commerce, Program Management, Cross-functional Team..., Process Improvement, Business Analysis, Project Management, Relationship Management, Supply Chain Management, Logistics, Business Process, Product Management, Strategy, CRM, Vendor Management, Start-ups, Leadership, Management, Analysis
Education
Southern Oregon University 2002 — 2006
B.S., Marketing/Cultural Diversity
Sonoma Valley Academy 1996 — 2000
Sara Mar Sara Mar's Charles Schwab Experience October 2014 - Present
Job Retirement Plan Ops Team Lead at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2014 - Present
Charles Schwab November 2013 - Present
Charles Schwab January 2011 - October 2013
Charles Schwab July 2008 - December 2010
Mar Silver Jewelry May 2008 - July 2008
Amanda McIntosh, CPA January 2008 - May 2008
Prevailing Trends, Inc. August 2005 - May 2008
Skills
Financial Services, Risk Management, Process Improvement, Data Analysis, Outlook, Microsoft Excel, Microsoft Office, PowerPoint, Access, Back Office, Microsoft Word, Leadership, Research
Education
Southwestern University 2004 — 2008
Bachelor of Arts (B.A.), Mathematics, 3.27
Universidad de Malaga 2007 — 2007
IFSA-Butler Study Abroad Program, Spanish/misc
Charles Schwab October 2014 - Present
Charles Schwab November 2013 - Present
Charles Schwab January 2011 - October 2013
Charles Schwab July 2008 - December 2010
Mar Silver Jewelry May 2008 - July 2008
Amanda McIntosh, CPA January 2008 - May 2008
Prevailing Trends, Inc. August 2005 - May 2008
Skills
Financial Services, Risk Management, Process Improvement, Data Analysis, Outlook, Microsoft Excel, Microsoft Office, PowerPoint, Access, Back Office, Microsoft Word, Leadership, Research
Education
Southwestern University 2004 — 2008
Bachelor of Arts (B.A.), Mathematics, 3.27
Universidad de Malaga 2007 — 2007
IFSA-Butler Study Abroad Program, Spanish/misc
Blair Shane Blair Shane's Charles Schwab Experience October 2000 - August 2007
Job Partner and CMO at Sequoia Capital
Industry Marketing and Advertising
Experience
Sequoia Capital September 2013 - Present
Stanford Graduate School of Business January 2011 - Present
California Academy of Sciences September 2007 - January 2011
Kao and Co 2008 - 2009
Charles Schwab October 2000 - August 2007
Questium May 2000 - October 2000
Time Dance December 1999 - April 2000
General Mills August 1997 - November 1999
Hands on San Francisco September 1993 - September 1995
The Franklin Templeton Group of Funds July 1993 - August 1995
Skills
Market Planning, Entrepreneurship, Strategy, Nonprofits, Start-ups, Strategic Partnerships, Marketing Strategy, Product Management, Strategic Communications, Product Marketing, User Experience, Marketing, Leadership Development, Advertising, Strategic Planning, Marketing Communications, Integrated Marketing, Leadership, Management, Market Research, Social Media
Education
Stanford University 1995 — 1997
MBA, Marketing, Negotiation, Public Management
The Johns Hopkins University 1989 — 1993
Bachelor of Arts (B.A.), History
Burkes
Katherine Delmar Burke School
University High School
Sequoia Capital September 2013 - Present
Stanford Graduate School of Business January 2011 - Present
California Academy of Sciences September 2007 - January 2011
Kao and Co 2008 - 2009
Charles Schwab October 2000 - August 2007
Questium May 2000 - October 2000
Time Dance December 1999 - April 2000
General Mills August 1997 - November 1999
Hands on San Francisco September 1993 - September 1995
The Franklin Templeton Group of Funds July 1993 - August 1995
Skills
Market Planning, Entrepreneurship, Strategy, Nonprofits, Start-ups, Strategic Partnerships, Marketing Strategy, Product Management, Strategic Communications, Product Marketing, User Experience, Marketing, Leadership Development, Advertising, Strategic Planning, Marketing Communications, Integrated Marketing, Leadership, Management, Market Research, Social Media
Education
Stanford University 1995 — 1997
MBA, Marketing, Negotiation, Public Management
The Johns Hopkins University 1989 — 1993
Bachelor of Arts (B.A.), History
Burkes
Katherine Delmar Burke School
University High School
Amy Braden Amy Braden's Charles Schwab Experience March 2014 - Present
Job Marketing, Communications, Content Strategy, Writing, Editing, Project Manager
Industry Marketing and Advertising
Experience
Charles Schwab March 2014 - Present
Freelance Marketing Consultant June 2013 - Present
Houghton Mifflin Harcourt July 2013 - March 2014
Plug & Play June 2009 - July 2013
Houghton Mifflin Harcourt December 2008 - December 2011
HMH Supplemental Publishers October 2007 - November 2009
HMH Supplemental Publishers November 2003 - October 2007
Graphic Orb September 2000 - April 2003
Skills
Publishing, Project Management, Advertising, Team Building, Program Management, Strategic Planning, Budgets, Editing, Project Planning, Leadership, Start-ups, Management, Entrepreneurship, Social Media, New Business Development, Business Planning
Education
St. Edward's University 2006 — 2009
MBA
Syracuse University 1995 — 1999
Bachelor's, Advertising, Marketing
Charles Schwab March 2014 - Present
Freelance Marketing Consultant June 2013 - Present
Houghton Mifflin Harcourt July 2013 - March 2014
Plug & Play June 2009 - July 2013
Houghton Mifflin Harcourt December 2008 - December 2011
HMH Supplemental Publishers October 2007 - November 2009
HMH Supplemental Publishers November 2003 - October 2007
Graphic Orb September 2000 - April 2003
Skills
Publishing, Project Management, Advertising, Team Building, Program Management, Strategic Planning, Budgets, Editing, Project Planning, Leadership, Start-ups, Management, Entrepreneurship, Social Media, New Business Development, Business Planning
Education
St. Edward's University 2006 — 2009
MBA
Syracuse University 1995 — 1999
Bachelor's, Advertising, Marketing
Nathan Crow, MBA Nathan Crow, MBA's Charles Schwab Experience March 2014 - Present
Job Senior Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2014 - Present
Charles Schwab March 2008 - March 2014
Charles Schwab October 2006 - March 2008
The Highest State March 2002 - January 2007
Skills
Microsoft Excel, Minitab, Outlook, PowerPoint, Legacy Systems, Bloomberg, Microsoft Word, Aloha, Series 7, Series 66, Series 9, Series 10, Management, Uniform Combined State..., Leadership, Alternative Investments, Financial Analysis
Education
University of Denver - Daniels College of Business 2012 — 2013
Executive Master of Business Administration (M.B.A.)
St. Lawrence University 1996 — 2000
Bachelor of Arts (BA), Government
Colorado Academy
High School
Charles Schwab March 2014 - Present
Charles Schwab March 2008 - March 2014
Charles Schwab October 2006 - March 2008
The Highest State March 2002 - January 2007
Skills
Microsoft Excel, Minitab, Outlook, PowerPoint, Legacy Systems, Bloomberg, Microsoft Word, Aloha, Series 7, Series 66, Series 9, Series 10, Management, Uniform Combined State..., Leadership, Alternative Investments, Financial Analysis
Education
University of Denver - Daniels College of Business 2012 — 2013
Executive Master of Business Administration (M.B.A.)
St. Lawrence University 1996 — 2000
Bachelor of Arts (BA), Government
Colorado Academy
High School
Aaron Robertson Aaron Robertson's Charles Schwab Experience May 2013 - November 2013
Job Inside Sales Account Manager SHI
Industry Information Technology and Services
Experience
SHI International Corp. April 2015 - Present
SHI International Corp. June 2014 - April 2015
AME's Glass and Mirror May 2010 - December 2013
Charles Schwab May 2013 - November 2013
Skills
Financial Services, Direct Marketing, Portfolio Management, Retirement Planning, Marketing Strategy, Relationship Management, Sales, Lead Generation, Management, Asset Allocation, Leadership, Account Management, Customer Service, Product Marketing, Marketing Communications, CRM, Analytics, Retirement, Business Analysis, Customer Acquisition, Microsoft Office, Marketing, Event Planning, Direct Sales, Business Development, Cold Calling, Microsoft Excel, PowerPoint, Public Speaking, Solution Selling, Team Leadership
Education
St. Edward's University 2007 — 2011
Bachelor of Arts (BA), Communication and Media Studies
SHI International Corp. April 2015 - Present
SHI International Corp. June 2014 - April 2015
AME's Glass and Mirror May 2010 - December 2013
Charles Schwab May 2013 - November 2013
Skills
Financial Services, Direct Marketing, Portfolio Management, Retirement Planning, Marketing Strategy, Relationship Management, Sales, Lead Generation, Management, Asset Allocation, Leadership, Account Management, Customer Service, Product Marketing, Marketing Communications, CRM, Analytics, Retirement, Business Analysis, Customer Acquisition, Microsoft Office, Marketing, Event Planning, Direct Sales, Business Development, Cold Calling, Microsoft Excel, PowerPoint, Public Speaking, Solution Selling, Team Leadership
Education
St. Edward's University 2007 — 2011
Bachelor of Arts (BA), Communication and Media Studies
Minnie Holguin, PHR Minnie Holguin, PHR's Charles Schwab Experience December 2014 - Present
Job HR Business Partner Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 2014 - Present
El Paso Police Department October 2005 - November 2014
City of El Paso November 2002 - October 2005
Texas Workforce Commission November 2001 - November 2002
Skills
Labor Relations, Policy, Workforce Planning, Employee Engagement, HRIS, Personnel Management, Organizational..., Interviews, Employee Benefits, Training, Employment Law, Human Resources, Employee Relations, Recruiting, Government, Leadership, Management, Public Speaking, Leadership Development
Education
St. Mary's University 1997 — 2001
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
Charles Schwab December 2014 - Present
El Paso Police Department October 2005 - November 2014
City of El Paso November 2002 - October 2005
Texas Workforce Commission November 2001 - November 2002
Skills
Labor Relations, Policy, Workforce Planning, Employee Engagement, HRIS, Personnel Management, Organizational..., Interviews, Employee Benefits, Training, Employment Law, Human Resources, Employee Relations, Recruiting, Government, Leadership, Management, Public Speaking, Leadership Development
Education
St. Mary's University 1997 — 2001
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
Lisa Quartarone Lisa Quartarone's Charles Schwab Experience July 2014 - Present
Job Vice President at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2014 - Present
Charles Schwab April 2012 - April 2014
Wells Fargo Private Bank 2010 - 2012
US Bank Private Client Reserve 2009 - 2011
Fidelity Investments March 1998 - June 2008
Skills
Wealth Management, Wealth Management..., Wealth, Strategic Financial..., Finance, High Net Worth..., Relationship Management, Series 7, Financial Planners, Retirement
Education
St. Cloud State University 1990 — 1995
BA, Political Science
Charles Schwab July 2014 - Present
Charles Schwab April 2012 - April 2014
Wells Fargo Private Bank 2010 - 2012
US Bank Private Client Reserve 2009 - 2011
Fidelity Investments March 1998 - June 2008
Skills
Wealth Management, Wealth Management..., Wealth, Strategic Financial..., Finance, High Net Worth..., Relationship Management, Series 7, Financial Planners, Retirement
Education
St. Cloud State University 1990 — 1995
BA, Political Science
Kristen Heg Kristen Heg's Charles Schwab Experience July 2015 - Present
Job Operations Associate with Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2015 - Present
Georgetown High School Women's Lacrosse July 2014 - Present
Ameriprise Financial Services, Inc. July 2014 - July 2015
Girls In Tech January 2015 - June 2015
Austin Business Link June 2014 - June 2015
Operation Achievement at Southwestern University May 2012 - May 2014
Southwestern Women's Lacrosse Team May 2012 - May 2014
Zeta Tau Alpha November 2011 - May 2014
City Of Georgetown January 2013 - January 2014
U.S. House of Representatives May 2013 - August 2013
Skills
SPSS, Proficient on PC & Mac, Leadership, Management, Teaching, Cpr Certified, Budgets, Curriculum Design, Economics, Databases, Time Management, First Aid, Teamwork, Critical Thinking
Education
Southwestern University 2010 — 2014
Economics, Business, General
The John Cooper School 2006 — 2010
High School
Charles Schwab July 2015 - Present
Georgetown High School Women's Lacrosse July 2014 - Present
Ameriprise Financial Services, Inc. July 2014 - July 2015
Girls In Tech January 2015 - June 2015
Austin Business Link June 2014 - June 2015
Operation Achievement at Southwestern University May 2012 - May 2014
Southwestern Women's Lacrosse Team May 2012 - May 2014
Zeta Tau Alpha November 2011 - May 2014
City Of Georgetown January 2013 - January 2014
U.S. House of Representatives May 2013 - August 2013
Skills
SPSS, Proficient on PC & Mac, Leadership, Management, Teaching, Cpr Certified, Budgets, Curriculum Design, Economics, Databases, Time Management, First Aid, Teamwork, Critical Thinking
Education
Southwestern University 2010 — 2014
Economics, Business, General
The John Cooper School 2006 — 2010
High School
Stacy Snider's Charles Schwab Experience May 2008 - September 2010
Job Assistant Vice President at Robert Half Finance & Accounting (512)4786617
Industry Staffing and Recruiting
Experience
Robert Half Finance & Accounting May 2014 - Present
Robert Half Finance & Accounting November 2011 - April 2014
Robert Half International June 2011 - November 2011
EZCorp September 2010 - May 2011
Charles Schwab May 2008 - September 2010
McDaniel & Associates, P.C. September 2007 - February 2008
Texas State Auditor's Office June 2007 - August 2007
Skills
PeopleSoft, Talent Acquisition, College Recruiting, Recruiting, Temporary Staffing, Temporary Placement, Staffing Services, Onboarding, Accounts Payable, General Ledger, Accounting, Accountants, Resume Writing, New Hire Orientations, QuickBooks, Permanent Placement, Auditing, Finance, Invoicing, Internet Recruiting, Management, Training, Accounts Receivable, Interviews, Hiring, Financial Services, Analysis, Financial Statements, Sourcing, Contract Recruitment, Executive Search, Employee Relations, Taleo, Screening Resumes, Benefits Negotiation, Accruals, Journal Entries, Account Reconciliation, Job Fairs, Leadership, Recruitment Advertising, Administration, Corporate Recruiting, HRIS, Bookkeeping, Workforce Planning, Deferred Compensation, Screening, Job Descriptions, Staff Augmentation
Education
St. Edward's University 2004 — 2007
BBA, Accounting
Caldwell High School 2000 — 2004
Robert Half Finance & Accounting May 2014 - Present
Robert Half Finance & Accounting November 2011 - April 2014
Robert Half International June 2011 - November 2011
EZCorp September 2010 - May 2011
Charles Schwab May 2008 - September 2010
McDaniel & Associates, P.C. September 2007 - February 2008
Texas State Auditor's Office June 2007 - August 2007
Skills
PeopleSoft, Talent Acquisition, College Recruiting, Recruiting, Temporary Staffing, Temporary Placement, Staffing Services, Onboarding, Accounts Payable, General Ledger, Accounting, Accountants, Resume Writing, New Hire Orientations, QuickBooks, Permanent Placement, Auditing, Finance, Invoicing, Internet Recruiting, Management, Training, Accounts Receivable, Interviews, Hiring, Financial Services, Analysis, Financial Statements, Sourcing, Contract Recruitment, Executive Search, Employee Relations, Taleo, Screening Resumes, Benefits Negotiation, Accruals, Journal Entries, Account Reconciliation, Job Fairs, Leadership, Recruitment Advertising, Administration, Corporate Recruiting, HRIS, Bookkeeping, Workforce Planning, Deferred Compensation, Screening, Job Descriptions, Staff Augmentation
Education
St. Edward's University 2004 — 2007
BBA, Accounting
Caldwell High School 2000 — 2004
Joseph Conachy CFP®,'s Charles Schwab Experience May 2010 - April 2015
Job Financial Advisor
Industry Financial Services
Experience
Empirical Wealth Management May 2015 - Present
Charles Schwab May 2010 - April 2015
Charles Schwab April 2003 - May 2010
Morgan Stanley November 2000 - June 2002
Skills
Wealth Management, Investments, Portfolio Management, ETFs, Investment Management, Retirement Planning, Estate Planning, Mutual Funds, Investment Advisory, Asset Management, Certified Financial..., Strategic Financial..., Retirement, Insurance, Asset Allocation, Financial Planning, Securities, Uniform Combined State..., Asset Managment
Education
University of Colorado at Boulder 1995 — 1998
Bachelor of Arts (B.A.), International Relations and Affairs
Southern Oregon University 1993 — 1995
Empirical Wealth Management May 2015 - Present
Charles Schwab May 2010 - April 2015
Charles Schwab April 2003 - May 2010
Morgan Stanley November 2000 - June 2002
Skills
Wealth Management, Investments, Portfolio Management, ETFs, Investment Management, Retirement Planning, Estate Planning, Mutual Funds, Investment Advisory, Asset Management, Certified Financial..., Strategic Financial..., Retirement, Insurance, Asset Allocation, Financial Planning, Securities, Uniform Combined State..., Asset Managment
Education
University of Colorado at Boulder 1995 — 1998
Bachelor of Arts (B.A.), International Relations and Affairs
Southern Oregon University 1993 — 1995
Debra McCarthy, PMP Debra McCarthy, PMP's Charles Schwab Experience June 2014 - Present
Job Sr. Technical Project Manager at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab June 2014 - Present
Charles Schwab / TEK Systems June 2012 - June 2014
Charles Schwab / BT Global Services June 2011 - June 2012
Charles Schwab / OpenSky Consulting September 2010 - June 2011
Wells Fargo / CDI February 2010 - September 2010
Charles Schwab / TEK Systems July 2008 - February 2010
Bashas' / TEK Systems June 2007 - July 2008
Skills
PMP, Business Analysis, Program Management, Vendor Management, PMO, Project Management, MS Project, Process Improvement, Visio, Project Portfolio..., SDLC, Certified Project..., Project Planning, SharePoint, PMI, Resource Management, Cross-functional Team..., Business Process, Business Process..., IT Strategy
Education
Syracuse University - Martin J. Whitman School of Management 1985 — 1987
Bachelor of Science (BS), Personnel and Industrial Relations
Southern New Hampshire University 1983 — 1985
A.S., Business Management
Charles Schwab June 2014 - Present
Charles Schwab / TEK Systems June 2012 - June 2014
Charles Schwab / BT Global Services June 2011 - June 2012
Charles Schwab / OpenSky Consulting September 2010 - June 2011
Wells Fargo / CDI February 2010 - September 2010
Charles Schwab / TEK Systems July 2008 - February 2010
Bashas' / TEK Systems June 2007 - July 2008
Skills
PMP, Business Analysis, Program Management, Vendor Management, PMO, Project Management, MS Project, Process Improvement, Visio, Project Portfolio..., SDLC, Certified Project..., Project Planning, SharePoint, PMI, Resource Management, Cross-functional Team..., Business Process, Business Process..., IT Strategy
Education
Syracuse University - Martin J. Whitman School of Management 1985 — 1987
Bachelor of Science (BS), Personnel and Industrial Relations
Southern New Hampshire University 1983 — 1985
A.S., Business Management
Taylor Zuppan Taylor Zuppan's Charles Schwab Experience March 2015 - Present
Job
Industry Computer Networking
Experience
Charles Schwab March 2015 - Present
Affinity Technology January 2013 - March 2015
University of Advancing Technology April 2011 - May 2013
United States Department of Defense 2012 - 2012
Black Hat July 2011 - August 2011
Giles Technology Services January 2011 - April 2011
St. Louis Community College November 2010 - April 2011
EF English First May 2007 - May 2008
Skills
Security, Windows, Networking, Microsoft Office, Teaching, Technical Support, Research, Customer Service, English, Troubleshooting, Linux, Wiring, Software Installation, Higher Education, Network Installation, Access, Powershell, Active Directory, Microsoft Exchange, Sonicwall, Team Leadership, System Administration, Time Management, Computer Hardware, Public Speaking, Network Security
Education
University of Advancing Technology 2011 — 2013
Bachelor's of Science, Network Security
St. Louis Community College 2009 — 2011
Associate in Applied Science, Information Systems: Computer Network Specialist
TEFL International 2007 — 2007
Certificate, Teaching English as a Foreign Language/Teaching English to Speakers of Other Languages
Charles Schwab March 2015 - Present
Affinity Technology January 2013 - March 2015
University of Advancing Technology April 2011 - May 2013
United States Department of Defense 2012 - 2012
Black Hat July 2011 - August 2011
Giles Technology Services January 2011 - April 2011
St. Louis Community College November 2010 - April 2011
EF English First May 2007 - May 2008
Skills
Security, Windows, Networking, Microsoft Office, Teaching, Technical Support, Research, Customer Service, English, Troubleshooting, Linux, Wiring, Software Installation, Higher Education, Network Installation, Access, Powershell, Active Directory, Microsoft Exchange, Sonicwall, Team Leadership, System Administration, Time Management, Computer Hardware, Public Speaking, Network Security
Education
University of Advancing Technology 2011 — 2013
Bachelor's of Science, Network Security
St. Louis Community College 2009 — 2011
Associate in Applied Science, Information Systems: Computer Network Specialist
TEFL International 2007 — 2007
Certificate, Teaching English as a Foreign Language/Teaching English to Speakers of Other Languages
Jennette Schlinke's Charles Schwab Experience September 2000 - October 2002
Job AVP, Compliance
Industry Financial Services
Experience
NFP Advisor Services Group March 2014 - Present
NFP Advisor Services Group April 2011 - March 2014
NFP Advisor Services Group April 2010 - April 2011
NFP Advisor Services Group July 2008 - April 2010
NFP Advisor Services Group November 2007 - July 2008
NFP Advisor Services Group October 2006 - November 2007
Dale Shores Financial Services August 2002 - October 2006
Charles Schwab September 2000 - October 2002
Janus Capital Group June 1999 - July 2000
Education
St. Edward's University 2000 — 2002
MBA, Finance
The University of Texas at Austin 1995 — 1998
MA, Microbiology
The University of Texas at Austin 1991 — 1995
BS, Microbiology
NFP Advisor Services Group March 2014 - Present
NFP Advisor Services Group April 2011 - March 2014
NFP Advisor Services Group April 2010 - April 2011
NFP Advisor Services Group July 2008 - April 2010
NFP Advisor Services Group November 2007 - July 2008
NFP Advisor Services Group October 2006 - November 2007
Dale Shores Financial Services August 2002 - October 2006
Charles Schwab September 2000 - October 2002
Janus Capital Group June 1999 - July 2000
Education
St. Edward's University 2000 — 2002
MBA, Finance
The University of Texas at Austin 1995 — 1998
MA, Microbiology
The University of Texas at Austin 1991 — 1995
BS, Microbiology
John Sommerfield John Sommerfield's Charles Schwab Experience 2008 - 2014
Job Vice President, Corporate Marketing at i2c Inc.
Industry Public Relations and Communications
Experience
i2c Inc. June 2015 - Present
salesforce.com January 2014 - April 2015
Charles Schwab 2008 - 2014
Business Communications (Consultancy) April 2001 - 2008
Sommerfield Communications 1996 - 2008
Embarcadero Technologies, Inc. October 2003 - November 2004
Charles Schwab & Co., Inc. November 1999 - May 2001
Fleishman-Hillard, Inc. March 1996 - November 1999
Cypress Research Corp. 1992 - 1996
Oracle Corporation 1989 - 1992
Skills
Fluent in French, Thought Leadership, Strategic Communications, White Papers, Integrated Marketing, Public Relations, Messaging, Media Relations, Investor Relations, Marketing Communications, Corporate Communications, Product Marketing, Marketing Strategy, Competitive Analysis, Online Marketing, Crisis Communications, Social Media, Copywriting, Marketing Management, Press Releases, Social Networking, Digital Marketing, Brand Development, Strategic Planning, Executive Communications, Web Content, Communications Strategy, Internal Communications, Writing, Business Strategy, Strategy Development, Editing, Product Launches, Event Marketing, Start-ups, Social Media Marketing, Advertising, Competitive Intelligence, Content Management, Strategy, Communication Training, Product Launch, Corporate Branding, Content Strategy, Marketing
Education
Stanford University 1988 — 1989
AM, International Policy Studies
Stanford University 1984 — 1988
AB, International Relations, French Studies
St. Mark's 1972 — 1984
i2c Inc. June 2015 - Present
salesforce.com January 2014 - April 2015
Charles Schwab 2008 - 2014
Business Communications (Consultancy) April 2001 - 2008
Sommerfield Communications 1996 - 2008
Embarcadero Technologies, Inc. October 2003 - November 2004
Charles Schwab & Co., Inc. November 1999 - May 2001
Fleishman-Hillard, Inc. March 1996 - November 1999
Cypress Research Corp. 1992 - 1996
Oracle Corporation 1989 - 1992
Skills
Fluent in French, Thought Leadership, Strategic Communications, White Papers, Integrated Marketing, Public Relations, Messaging, Media Relations, Investor Relations, Marketing Communications, Corporate Communications, Product Marketing, Marketing Strategy, Competitive Analysis, Online Marketing, Crisis Communications, Social Media, Copywriting, Marketing Management, Press Releases, Social Networking, Digital Marketing, Brand Development, Strategic Planning, Executive Communications, Web Content, Communications Strategy, Internal Communications, Writing, Business Strategy, Strategy Development, Editing, Product Launches, Event Marketing, Start-ups, Social Media Marketing, Advertising, Competitive Intelligence, Content Management, Strategy, Communication Training, Product Launch, Corporate Branding, Content Strategy, Marketing
Education
Stanford University 1988 — 1989
AM, International Policy Studies
Stanford University 1984 — 1988
AB, International Relations, French Studies
St. Mark's 1972 — 1984
Dixin Zheng Dixin Zheng's Charles Schwab Experience February 2015 - Present
Job Wealth Management at Charles Schwab
Industry Investment Management
Experience
Charles Schwab February 2015 - Present
Private Investment Fund August 2013 - January 2015
Morgan Stanley May 2012 - May 2013
HSBC North America/Asia Pacific 2009 - 2012
HSBC North America March 2008 - April 2009
HSBC North America October 2005 - February 2008
Education
Stanford Continuing Studies 2014 — 2014
Professional Development 2 courses for 2 total units, Marketing, Public Speaking
University of California, Los Angeles 2001 — 2005
BS, Computer Science -Henry Samueli School of Engineering and Applied Science
Charles Schwab February 2015 - Present
Private Investment Fund August 2013 - January 2015
Morgan Stanley May 2012 - May 2013
HSBC North America/Asia Pacific 2009 - 2012
HSBC North America March 2008 - April 2009
HSBC North America October 2005 - February 2008
Education
Stanford Continuing Studies 2014 — 2014
Professional Development 2 courses for 2 total units, Marketing, Public Speaking
University of California, Los Angeles 2001 — 2005
BS, Computer Science -Henry Samueli School of Engineering and Applied Science
Corrinne Martin, CISSP, CISA, CRISC Corrinne Martin, CISSP, CISA, CRISC's Charles Schwab Experience September 2004 - July 2009
Job Sr. Program Manager at Microsoft
Industry Information Technology and Services
Experience
Microsoft June 2014 - Present
Amazon February 2012 - June 2014
Technology Access Foundation July 2011 - July 2012
Microsoft November 2009 - February 2012
Corgar 2010 - 2011
InvestED July 2009 - October 2009
Charles Schwab September 2004 - July 2009
Charles Schwab December 1999 - September 2004
Providian Financial September 1996 - December 1999
Skills
Vendor Management, Program Management, Project Management, Information Security, CISSP, Security, Process Improvement, Strategy, Project Portfolio..., Management, Data Analysis, Windows, Incident Management, Change Management, PMP, Information Technology, Business Strategy, Telecommunications, PCI DSS, Networking, Software Development, IT Strategy, Strategic Partnerships, Project Planning, System Administration, Linux, Leadership, Business Process, Cloud Computing
Education
Stanford University
Bachelor's Degree, Industrial Engineering, Management Science and Engineering
Stanford University
BS, Industrial Engineering
Microsoft June 2014 - Present
Amazon February 2012 - June 2014
Technology Access Foundation July 2011 - July 2012
Microsoft November 2009 - February 2012
Corgar 2010 - 2011
InvestED July 2009 - October 2009
Charles Schwab September 2004 - July 2009
Charles Schwab December 1999 - September 2004
Providian Financial September 1996 - December 1999
Skills
Vendor Management, Program Management, Project Management, Information Security, CISSP, Security, Process Improvement, Strategy, Project Portfolio..., Management, Data Analysis, Windows, Incident Management, Change Management, PMP, Information Technology, Business Strategy, Telecommunications, PCI DSS, Networking, Software Development, IT Strategy, Strategic Partnerships, Project Planning, System Administration, Linux, Leadership, Business Process, Cloud Computing
Education
Stanford University
Bachelor's Degree, Industrial Engineering, Management Science and Engineering
Stanford University
BS, Industrial Engineering
Marjorie Tornatore, Marjorie Tornatore,'s Charles Schwab Experience 1992 - 1997
Job Luxury Residential & Commercial Specialist / Certified International Property Specialist (CIPS)
Industry Real Estate
Experience
Douglas Elliman Real Estate February 2014 - Present
Advent Software March 2007 - February 2013
Merrill Lynch Pierce Fenner Smith January 2004 - February 2007
Bear Stearns January 1997 - January 2004
Charles Schwab 1992 - 1997
Skills
Business Development, Cross Selling, Solution Implementation, Strategic Partnerships, Contract Negotiation, Relationship Management, Investment Management..., Project Management, Alternative Investments, Sales Process, Portfolio Management, CRM, Hedge Funds, Salesforce.com, SaaS, Strategy, Management, Integration, Investments, Sales, Asset Management, Marketing, Business Analysis, Process Improvement, Capital Markets
Education
St. John's University, The Peter J. Tobin College of Business 1989 — 1992
BA, Finance
Douglas Elliman Real Estate February 2014 - Present
Advent Software March 2007 - February 2013
Merrill Lynch Pierce Fenner Smith January 2004 - February 2007
Bear Stearns January 1997 - January 2004
Charles Schwab 1992 - 1997
Skills
Business Development, Cross Selling, Solution Implementation, Strategic Partnerships, Contract Negotiation, Relationship Management, Investment Management..., Project Management, Alternative Investments, Sales Process, Portfolio Management, CRM, Hedge Funds, Salesforce.com, SaaS, Strategy, Management, Integration, Investments, Sales, Asset Management, Marketing, Business Analysis, Process Improvement, Capital Markets
Education
St. John's University, The Peter J. Tobin College of Business 1989 — 1992
BA, Finance
Josh Gideon Josh Gideon's Charles Schwab Experience October 2011 - Present
Job Investment Consultant at Charles Schwab
Industry Entertainment
Experience
Charles Schwab October 2011 - Present
Utopian Bartending March 2011 - Present
Mel's Lone Star Lanes June 2010 - October 2011
Skills
Microsoft Word, Microsoft Excel, Venue Management, Cash Handling Experience, Guest Service Management
Education
Southwestern University 2007 — 2010
Bachelor of Arts (B.A.), Business
Charles Schwab October 2011 - Present
Utopian Bartending March 2011 - Present
Mel's Lone Star Lanes June 2010 - October 2011
Skills
Microsoft Word, Microsoft Excel, Venue Management, Cash Handling Experience, Guest Service Management
Education
Southwestern University 2007 — 2010
Bachelor of Arts (B.A.), Business
Jonathan McQuade's Charles Schwab Experience May 2009 - September 2009
Job Associate at Lakeview Financial Group
Industry Financial Services
Experience
Lakeview Financial Group January 2014 - Present
The Ensemble Practice July 2012 - October 2013
Fusion Advisor Network December 2009 - August 2012
Charles Schwab May 2009 - September 2009
National Financial Partners May 2007 - January 2009
Hester Capital Management May 2005 - August 2005
Skills
Management Consulting, Human Capital, Investment Advisory..., Financial Advisory, Retirement Planning, Asset Management, Portfolio Management, Investment Advisory
Education
St. Edward's University 2003 — 2007
Bachelor, Finance
Lakeview Financial Group January 2014 - Present
The Ensemble Practice July 2012 - October 2013
Fusion Advisor Network December 2009 - August 2012
Charles Schwab May 2009 - September 2009
National Financial Partners May 2007 - January 2009
Hester Capital Management May 2005 - August 2005
Skills
Management Consulting, Human Capital, Investment Advisory..., Financial Advisory, Retirement Planning, Asset Management, Portfolio Management, Investment Advisory
Education
St. Edward's University 2003 — 2007
Bachelor, Finance
Megan Waesche Megan Waesche's Charles Schwab Experience September 2008 - March 2010
Job Financial Advisor
Industry Financial Services
Experience
WWNO for NPR News February 2011 - Present
Resource Management, Inc. 2011 - Present
Charles Schwab September 2008 - March 2010
Education
Spring Hill College 2005 — 2008
BS, Finance/Economics
WWNO for NPR News February 2011 - Present
Resource Management, Inc. 2011 - Present
Charles Schwab September 2008 - March 2010
Education
Spring Hill College 2005 — 2008
BS, Finance/Economics
Eulalie Paris Eulalie Paris's Charles Schwab Experience September 2005 - March 2008
Job Director of Wealth Management Business Solutions at People's United Bank
Industry Financial Services
Experience
People's United Bank May 2013 - Present
People's United Bank July 2008 - May 2013
Charles Schwab September 2005 - March 2008
Skills
Risk Management, Strategic Financial..., Social Media, Customer Service, Strategic Planning, Loans, Banking, Credit, Financial Analysis, Public Speaking, Marketing, Wealth Management, Training, Project Planning, Management, Account Management, Event Planning
Education
University of Pennsylvania - The Wharton School 2014 — 2015
ABA Stonier Graduate School Of Banking, Accelerated Leadership Program
Southern New Hampshire University 2010 — 2013
Master of Business Administration (MBA)
University of Massachusetts Lowell 2003 — 2005
MA, Criminal Justice
University of Massachusetts Lowell 2001 — 2003
BS, Criminal Justice
Souhegan High School 1992 — 1996
High School Diploma
People's United Bank May 2013 - Present
People's United Bank July 2008 - May 2013
Charles Schwab September 2005 - March 2008
Skills
Risk Management, Strategic Financial..., Social Media, Customer Service, Strategic Planning, Loans, Banking, Credit, Financial Analysis, Public Speaking, Marketing, Wealth Management, Training, Project Planning, Management, Account Management, Event Planning
Education
University of Pennsylvania - The Wharton School 2014 — 2015
ABA Stonier Graduate School Of Banking, Accelerated Leadership Program
Southern New Hampshire University 2010 — 2013
Master of Business Administration (MBA)
University of Massachusetts Lowell 2003 — 2005
MA, Criminal Justice
University of Massachusetts Lowell 2001 — 2003
BS, Criminal Justice
Souhegan High School 1992 — 1996
High School Diploma
Brett Lapierre, CFA Brett Lapierre, CFA's Charles Schwab Experience March 2005 - November 2006
Job Director of Research at Corinthian Investment Research
Industry Financial Services
Experience
Corinthian Investment Research, LLC May 2011 - Present
Janus Capital Group November 2005 - May 2011
Charles Schwab March 2005 - November 2006
Skills
Mutual Funds, Asset Management, Wealth Management, Investment Management, Investment Advisory, Asset Allocation, Writing, Equities, Investment Strategies, Securities, Financial Analysis, Financial Modeling, Personal Financial..., Alternative Investments, Marketing Communications, Marketing, Portfolio Management, Fixed Income, Investments
Education
University of Denver 1996 — 1998
Master of Science (M.S.), Finance, General
Spring Hill College 1988 — 1992
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Corinthian Investment Research, LLC May 2011 - Present
Janus Capital Group November 2005 - May 2011
Charles Schwab March 2005 - November 2006
Skills
Mutual Funds, Asset Management, Wealth Management, Investment Management, Investment Advisory, Asset Allocation, Writing, Equities, Investment Strategies, Securities, Financial Analysis, Financial Modeling, Personal Financial..., Alternative Investments, Marketing Communications, Marketing, Portfolio Management, Fixed Income, Investments
Education
University of Denver 1996 — 1998
Master of Science (M.S.), Finance, General
Spring Hill College 1988 — 1992
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Hugh Baggett Hugh Baggett's Charles Schwab Experience April 2012 - Present
Job
Industry Information Technology and Services
Experience
Charles Schwab April 2012 - Present
Independent Contractor July 2011 - April 2012
Autonomy February 2011 - July 2011
RenewData July 2007 - February 2011
Freescale Semiconductor July 2001 - July 2007
Motorola Semiconductor May 1997 - July 2001
Paperchase Litigation Services 1996 - May 1997
United States Marine Corps September 1988 - September 1992
Skills
Risk Management, Business Transformation, Knowledge Management
Education
St. Edward's University 1998 — 2002
BA
Charles Schwab April 2012 - Present
Independent Contractor July 2011 - April 2012
Autonomy February 2011 - July 2011
RenewData July 2007 - February 2011
Freescale Semiconductor July 2001 - July 2007
Motorola Semiconductor May 1997 - July 2001
Paperchase Litigation Services 1996 - May 1997
United States Marine Corps September 1988 - September 1992
Skills
Risk Management, Business Transformation, Knowledge Management
Education
St. Edward's University 1998 — 2002
BA
Brendan Byrne Brendan Byrne's Charles Schwab Experience October 2010 - March 2014
Job Private Client Advisor at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. June 2014 - Present
TIAA-CREF April 2014 - May 2014
Charles Schwab October 2010 - March 2014
Fidelity Investments May 2009 - October 2010
Fidelity Investments August 2005 - May 2009
Chase Investment Services May 2004 - August 2006
MetLife October 2002 - May 2004
Focus Capital October 2000 - October 2002
Fortis Insurance Ltd 2000 - 2001
Education
St. Norbert College 1996 — 2000
Bachelor of Arts, Business Administration
JPMorgan Chase Bank, N.A. June 2014 - Present
TIAA-CREF April 2014 - May 2014
Charles Schwab October 2010 - March 2014
Fidelity Investments May 2009 - October 2010
Fidelity Investments August 2005 - May 2009
Chase Investment Services May 2004 - August 2006
MetLife October 2002 - May 2004
Focus Capital October 2000 - October 2002
Fortis Insurance Ltd 2000 - 2001
Education
St. Norbert College 1996 — 2000
Bachelor of Arts, Business Administration
Ayana Todd Ayana Todd's Charles Schwab Experience January 2014 - June 2015
Job Manager at Warner Bros. Entertainment Group of Companies
Industry Entertainment
Experience
Warner Bros. Entertainment Group of Companies June 2015 - Present
Charles Schwab January 2014 - June 2015
Deloitte Consulting September 2011 - January 2014
Ariel Investments July 2006 - May 2009
JPMorgan Private Bank 2003 - 2006
Skills
Financial Modeling, Financial Analysis, Marketing Strategy, Operating Models, Asset Managment, Management Consulting, Finance, Business Strategy, M&A execution, Private Client Work, Investments, Acquisition Integration, Equity Research, Project Management, Product Management, Strategy, Management, Analytics, Valuation, Portfolio Management
Education
Stanford University Graduate School of Business 2009 — 2011
MBA, General Management
Spelman College 1999 — 2003
BA, Economics
Warner Bros. Entertainment Group of Companies June 2015 - Present
Charles Schwab January 2014 - June 2015
Deloitte Consulting September 2011 - January 2014
Ariel Investments July 2006 - May 2009
JPMorgan Private Bank 2003 - 2006
Skills
Financial Modeling, Financial Analysis, Marketing Strategy, Operating Models, Asset Managment, Management Consulting, Finance, Business Strategy, M&A execution, Private Client Work, Investments, Acquisition Integration, Equity Research, Project Management, Product Management, Strategy, Management, Analytics, Valuation, Portfolio Management
Education
Stanford University Graduate School of Business 2009 — 2011
MBA, General Management
Spelman College 1999 — 2003
BA, Economics
Sue Sywak Sue Sywak's Charles Schwab Experience January 2007 - August 2008
Job Project Manager at Fox Networks Group
Industry Information Technology and Services
Experience
Fox Networks Group August 2014 - Present
Equator, LLC October 2011 - August 2014
Equator, LLC July 2011 - October 2011
Independent Consultant June 2010 - June 2011
Equator Financial Solutions July 2009 - May 2010
ReferQuest.com December 2008 - April 2009
Charles Schwab January 2007 - August 2008
The George P. Johnson Company August 2004 - January 2007
George P Johnson February 2003 - August 2004
Martiz/McGettigan/Meetings Plus November 1999 - September 2002
Skills
Project Management, Vendor Management, Program Management, Visio, Cross-functional Team..., Business Analysis, Databases, Product Management, CRM, SDLC, Process Improvement, Strategic Planning, Scrum, Training, Quality Assurance, Integration, Enterprise Software, Change Management, Management, Strategy, Team Building, Testing, Start-ups
Education
St. Cloud State University 1990 — 1995
BS, Geography, Travel and Tourism
Fox Networks Group August 2014 - Present
Equator, LLC October 2011 - August 2014
Equator, LLC July 2011 - October 2011
Independent Consultant June 2010 - June 2011
Equator Financial Solutions July 2009 - May 2010
ReferQuest.com December 2008 - April 2009
Charles Schwab January 2007 - August 2008
The George P. Johnson Company August 2004 - January 2007
George P Johnson February 2003 - August 2004
Martiz/McGettigan/Meetings Plus November 1999 - September 2002
Skills
Project Management, Vendor Management, Program Management, Visio, Cross-functional Team..., Business Analysis, Databases, Product Management, CRM, SDLC, Process Improvement, Strategic Planning, Scrum, Training, Quality Assurance, Integration, Enterprise Software, Change Management, Management, Strategy, Team Building, Testing, Start-ups
Education
St. Cloud State University 1990 — 1995
BS, Geography, Travel and Tourism
Darrell Johnston Darrell Johnston's Charles Schwab Experience November 2012 - Present
Job Client Service Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2012 - Present
Morgan Stanley November 2008 - November 2012
Skills
Banking, Customer Service, Equities, Finance, Financial Analysis, Financial Services, Fixed Income, Investments, Mutual Funds, Leadership, Risk Management, Series 63, Series 7, Management, Marketing, Microsoft Office, Securities
Education
Southern NH University
Charles Schwab November 2012 - Present
Morgan Stanley November 2008 - November 2012
Skills
Banking, Customer Service, Equities, Finance, Financial Analysis, Financial Services, Fixed Income, Investments, Mutual Funds, Leadership, Risk Management, Series 63, Series 7, Management, Marketing, Microsoft Office, Securities
Education
Southern NH University
David Raimo David Raimo's Charles Schwab Experience August 2015 - Present
Job Information Security at Charles Schwab
Industry Computer & Network Security
Experience
Charles Schwab August 2015 - Present
Banner Health January 2015 - August 2015
Banner Health May 2014 - January 2015
MobileNet Services April 2013 - April 2014
DrSublime LLC November 2012 - January 2014
CarMax June 2010 - January 2012
U.S. Coast Guard April 2003 - July 2009
United States Coast Guard/Air Station January 2006 - May 2009
United States Coast Guard/Station January 2003 - January 2006
GameStop July 2002 - November 2002
Skills
Critical Thinking, Web Design, Research, Customer Service, Microsoft Office, Inventory Management, Procurement, Management, Inventory, Purchasing, Outlook, Public Speaking, Microsoft Word, PowerPoint, Microsoft Excel, Project Management, Leadership, Team Leadership, Training, Budgets, Team Building
Education
University of Phoenix 2010 — 2014
(BSIT) I.T. Security, Information Technology Security, 3.75
St. Andrew's College 2002 — 2003
Pre-Med
Needham Broughton 2001 — 2002
Off Campus medical intern @ Rex Hospital
Cardinal Gibbions 2000 — 2001
St. Francis 1999 — 2000
Brophy College Prep 1998 — 1999
hohokam 1992 — 1994
Charles Schwab August 2015 - Present
Banner Health January 2015 - August 2015
Banner Health May 2014 - January 2015
MobileNet Services April 2013 - April 2014
DrSublime LLC November 2012 - January 2014
CarMax June 2010 - January 2012
U.S. Coast Guard April 2003 - July 2009
United States Coast Guard/Air Station January 2006 - May 2009
United States Coast Guard/Station January 2003 - January 2006
GameStop July 2002 - November 2002
Skills
Critical Thinking, Web Design, Research, Customer Service, Microsoft Office, Inventory Management, Procurement, Management, Inventory, Purchasing, Outlook, Public Speaking, Microsoft Word, PowerPoint, Microsoft Excel, Project Management, Leadership, Team Leadership, Training, Budgets, Team Building
Education
University of Phoenix 2010 — 2014
(BSIT) I.T. Security, Information Technology Security, 3.75
St. Andrew's College 2002 — 2003
Pre-Med
Needham Broughton 2001 — 2002
Off Campus medical intern @ Rex Hospital
Cardinal Gibbions 2000 — 2001
St. Francis 1999 — 2000
Brophy College Prep 1998 — 1999
hohokam 1992 — 1994
David Uyeda David Uyeda's Charles Schwab Experience July 2006 - September 2006
Job BUSINESS ANALYSIS / QUALITY ASSURANCE CONSULTANT
Industry Information Technology and Services
Experience
Protiviti Inc. June 2014 - July 2014
Wells Fargo Bank September 2012 - March 2014
Kaiser Permanente February 2012 - September 2012
Wells Fargo Bank April 2009 - December 2011
Barclays Global Investors August 2008 - December 2008
Federal Home Loan Bank of San Francisco April 2007 - June 2008
Wells Fargo Bank October 2006 - April 2007
Charles Schwab July 2006 - September 2006
Barclays Global Investors January 2006 - July 2006
First Republic Bank November 2005 - January 2006
Skills
Business Analysis, Quality Assurance, MS Access, SQL, IT Control Testing, IT Audit, SOX, HIPAA
Education
Stanford University
BS
University of California, Berkeley, Haas School of Business
MBA
Protiviti Inc. June 2014 - July 2014
Wells Fargo Bank September 2012 - March 2014
Kaiser Permanente February 2012 - September 2012
Wells Fargo Bank April 2009 - December 2011
Barclays Global Investors August 2008 - December 2008
Federal Home Loan Bank of San Francisco April 2007 - June 2008
Wells Fargo Bank October 2006 - April 2007
Charles Schwab July 2006 - September 2006
Barclays Global Investors January 2006 - July 2006
First Republic Bank November 2005 - January 2006
Skills
Business Analysis, Quality Assurance, MS Access, SQL, IT Control Testing, IT Audit, SOX, HIPAA
Education
Stanford University
BS
University of California, Berkeley, Haas School of Business
MBA
Mary Anne Votion Mary Anne Votion's Charles Schwab Experience 1993 - 1996
Job Congregation of Divine Providence Director of Mission Support
Industry Religious Institutions
Experience
Congregation of Divine Providence October 2013 - Present
St. Mark the Evangelist Catholic Church August 2010 - Present
The Salvation Army 2005 - 2012
Castro Colonies Heritage Association December 2007 - December 2011
CItibank 2001 - 2003
Morgan Stanley 1996 - 2001
Charles Schwab 1993 - 1996
TriStarr Staffing 1989 - 1990
Skills
Program Development, Managerial Finance, Transition Management, Non-profits, Strategic Planning, Fundraising, Program Management, Public Speaking, Grants, Budgets, Team Building, Leadership Development, Organizational..., Event Planning, Policy, Coaching, Leadership, Change Management, Proposal Writing, Risk Management, Business Relationship..., Contract Negotiation, Contract Management, Media Relations, Employee Training, Employee Management, Public Relations, New Business Development, Donor Engagement, Non-profit..., Church Administration, Donor Development, Nonprofits, Project Planning, Analysis, Management, Volunteer Management, Government, Social Services, Human Resources, Community Development, Board Development, Philanthropy, Grant Writing, Community Outreach, Resource Development, Stewardship, Annual Giving, Planned Giving, Community Organizing
Education
St. Mary's University 1990 — 2000
Bachelor of Science
Texas A&M University 1980 — 1984
Winston Churchill High School
Congregation of Divine Providence October 2013 - Present
St. Mark the Evangelist Catholic Church August 2010 - Present
The Salvation Army 2005 - 2012
Castro Colonies Heritage Association December 2007 - December 2011
CItibank 2001 - 2003
Morgan Stanley 1996 - 2001
Charles Schwab 1993 - 1996
TriStarr Staffing 1989 - 1990
Skills
Program Development, Managerial Finance, Transition Management, Non-profits, Strategic Planning, Fundraising, Program Management, Public Speaking, Grants, Budgets, Team Building, Leadership Development, Organizational..., Event Planning, Policy, Coaching, Leadership, Change Management, Proposal Writing, Risk Management, Business Relationship..., Contract Negotiation, Contract Management, Media Relations, Employee Training, Employee Management, Public Relations, New Business Development, Donor Engagement, Non-profit..., Church Administration, Donor Development, Nonprofits, Project Planning, Analysis, Management, Volunteer Management, Government, Social Services, Human Resources, Community Development, Board Development, Philanthropy, Grant Writing, Community Outreach, Resource Development, Stewardship, Annual Giving, Planned Giving, Community Organizing
Education
St. Mary's University 1990 — 2000
Bachelor of Science
Texas A&M University 1980 — 1984
Winston Churchill High School
Edie Heilman Edie Heilman's Charles Schwab Experience 1999 - 2003
Job
Industry Professional Training & Coaching
Experience
Mariposa Leadership 2010 - Present
Sequoia Leadership Consulting January 2009 - Present
Commonwealth Club, Mercy Housing California and Westover School 2008 - Present
Charles Schwab & Co. June 2006 - October 2008
Schwab Institutional 2004 - 2006
Charles Schwab 1999 - 2003
Share Group (Share Commercial Services) 1995 - 1997
Working Assets 1994 - 1996
Pacific Bell 1983 - 1994
Skills
Executive Coaching, Leadership Development, Strategic Planning, Coaching, Change Leadership, MBTI, Business Strategy, Leadership, Change Management, Management, Team Management, Strategy, Organizational..., Employee Engagement, Marketing Strategy, Team Building, Entrepreneurship, Cross-functional Team..., Mergers & Acquisitions, Executive Management, Start-ups, Product Development, Organizational..., Training, Workshop Facilitation, Product Management, Business Planning, Management Consulting, Consulting, 360 Feedback, Executive Development
Education
Haas School of Business, UC Berkeley
MBA
Stanford University
BA
Mariposa Leadership 2010 - Present
Sequoia Leadership Consulting January 2009 - Present
Commonwealth Club, Mercy Housing California and Westover School 2008 - Present
Charles Schwab & Co. June 2006 - October 2008
Schwab Institutional 2004 - 2006
Charles Schwab 1999 - 2003
Share Group (Share Commercial Services) 1995 - 1997
Working Assets 1994 - 1996
Pacific Bell 1983 - 1994
Skills
Executive Coaching, Leadership Development, Strategic Planning, Coaching, Change Leadership, MBTI, Business Strategy, Leadership, Change Management, Management, Team Management, Strategy, Organizational..., Employee Engagement, Marketing Strategy, Team Building, Entrepreneurship, Cross-functional Team..., Mergers & Acquisitions, Executive Management, Start-ups, Product Development, Organizational..., Training, Workshop Facilitation, Product Management, Business Planning, Management Consulting, Consulting, 360 Feedback, Executive Development
Education
Haas School of Business, UC Berkeley
MBA
Stanford University
BA
Jacqueline R. Botana's Charles Schwab Experience September 2015 - Present
Job Executive Assistant, Core Technology Services at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab September 2015 - Present
Ever Skincare July 2015 - Present
Education
St. Edward's University 2010 — 2014
Organizational Communications
University of Phoenix 2008 — 2010
Associate’s Degree, Business Administration
Charles Schwab September 2015 - Present
Ever Skincare July 2015 - Present
Education
St. Edward's University 2010 — 2014
Organizational Communications
University of Phoenix 2008 — 2010
Associate’s Degree, Business Administration
Tiffany Lemieux, ITIL®v3's Charles Schwab Experience May 2014 - August 2015
Job Business Project Manager at SunPower
Industry Information Technology and Services
Experience
SunPower Corporation October 2015 - Present
Charles Schwab May 2014 - August 2015
Chasse Consulting Sales Strategies Inc. January 2014 - April 2014
OneWest Bank June 2013 - December 2013
MCF Technology Solutions January 2013 - June 2013
Dell, Inc. March 2008 - January 2013
Dell, Inc. October 2006 - March 2008
Hart InterCivic January 2006 - May 2006
WGNO ABC26 January 2005 - August 2005
City of New Orleans September 2001 - May 2005
Skills
Vendor Management, Project Management, Program Management, Business Process..., Cross-functional Team..., Leadership, MS Project, Project Planning, Integration, Management, SharePoint, Customer Service, Strategy, Strategic Planning, PMP, Project Portfolio..., Analysis, Process Improvement, Business Analysis, Training, Project Coordination, PMO, Problem Solving, System Deployment, Social Networking, Visio, Microsoft Project, Testing, Customer Relations, Business Development, Negotiation, Analytics, ITIL, Sustainability, Quality Management, Social Media, Six Sigma, Deployment, Complexity Management, Social Media Marketing, Yellow Belt
Education
St. Edward's University 2011 — 2015
Bachelor in Business Administration (BBA), Business Administration and Management, General
University of New Orleans 1993 — 1998
Bachelor of Arts (BA), Political Science
SunPower Corporation October 2015 - Present
Charles Schwab May 2014 - August 2015
Chasse Consulting Sales Strategies Inc. January 2014 - April 2014
OneWest Bank June 2013 - December 2013
MCF Technology Solutions January 2013 - June 2013
Dell, Inc. March 2008 - January 2013
Dell, Inc. October 2006 - March 2008
Hart InterCivic January 2006 - May 2006
WGNO ABC26 January 2005 - August 2005
City of New Orleans September 2001 - May 2005
Skills
Vendor Management, Project Management, Program Management, Business Process..., Cross-functional Team..., Leadership, MS Project, Project Planning, Integration, Management, SharePoint, Customer Service, Strategy, Strategic Planning, PMP, Project Portfolio..., Analysis, Process Improvement, Business Analysis, Training, Project Coordination, PMO, Problem Solving, System Deployment, Social Networking, Visio, Microsoft Project, Testing, Customer Relations, Business Development, Negotiation, Analytics, ITIL, Sustainability, Quality Management, Social Media, Six Sigma, Deployment, Complexity Management, Social Media Marketing, Yellow Belt
Education
St. Edward's University 2011 — 2015
Bachelor in Business Administration (BBA), Business Administration and Management, General
University of New Orleans 1993 — 1998
Bachelor of Arts (BA), Political Science
Shanna Nugent Shanna Nugent's Charles Schwab Experience 1998 - 1999
Job Attorney
Industry Law Practice
Experience
Business Law Section of Texas State Bar June 2015 - Present
Law Office of Shanna Nugent, P.C. July 2009 - Present
David, Goodman & Madole, a Professional Corporation March 2008 - July 2009
Akin Gump Strauss Hauer & Feld LLP May 2002 - March 2008
Haynes and Boone, LLP 2002 - 2002
Charles Schwab 1998 - 1999
Olde Discount Stockbrokers May 1997 - December 1998
Congressman William "Mac" Thornberry January 1995 - August 1995
Skills
Secured Lending, Mezzanine, Mergers, Commercial Lending, Leveraged Finance, Private Equity, Debt, LBO, Buyouts, Asset Based Lending, Project Finance, Recapitalizations, Syndications, Middle Market, Debt Restructuring, Structured Finance, Commercial Litigation, Mergers & Acquisitions, Private Placements, Acquisitions, Licensing, Corporate Law, Securities, Divestitures, Joint Ventures, Securities Regulation, Finance, Bankruptcy, Securities Offerings, Investments, Intellectual Property, Arbitration, Corporate Governance, Restructuring, Business Transactions, Due Diligence, Trade Secrets, Secured Financing, Legal Research, Legal Writing, Real Estate, Leadership, Contract Negotiation, Management, Portfolio Management, Strategic Planning, Legal Advice, Venture Capital
Education
Southern Methodist University Dedman School of Law 2000 — 2003
Jurisdoctorate, Legal
Texas A&M University 1992 — 1997
Bachelors of Science, Economics
Tascosa High School 1989 — 1992
Business Law Section of Texas State Bar June 2015 - Present
Law Office of Shanna Nugent, P.C. July 2009 - Present
David, Goodman & Madole, a Professional Corporation March 2008 - July 2009
Akin Gump Strauss Hauer & Feld LLP May 2002 - March 2008
Haynes and Boone, LLP 2002 - 2002
Charles Schwab 1998 - 1999
Olde Discount Stockbrokers May 1997 - December 1998
Congressman William "Mac" Thornberry January 1995 - August 1995
Skills
Secured Lending, Mezzanine, Mergers, Commercial Lending, Leveraged Finance, Private Equity, Debt, LBO, Buyouts, Asset Based Lending, Project Finance, Recapitalizations, Syndications, Middle Market, Debt Restructuring, Structured Finance, Commercial Litigation, Mergers & Acquisitions, Private Placements, Acquisitions, Licensing, Corporate Law, Securities, Divestitures, Joint Ventures, Securities Regulation, Finance, Bankruptcy, Securities Offerings, Investments, Intellectual Property, Arbitration, Corporate Governance, Restructuring, Business Transactions, Due Diligence, Trade Secrets, Secured Financing, Legal Research, Legal Writing, Real Estate, Leadership, Contract Negotiation, Management, Portfolio Management, Strategic Planning, Legal Advice, Venture Capital
Education
Southern Methodist University Dedman School of Law 2000 — 2003
Jurisdoctorate, Legal
Texas A&M University 1992 — 1997
Bachelors of Science, Economics
Tascosa High School 1989 — 1992
Ashlee Vasquez, MBA's Charles Schwab Experience July 2013 - March 2015
Job Retirement Plan Administrator
Industry Financial Services
Experience
Independent Retirement Consulting March 2015 - Present
Charles Schwab July 2013 - March 2015
Charles Schwab April 2012 - March 2015
University Federal Credit Union January 2010 - April 2012
University Federal Credit Union July 2008 - December 2009
Skills
Banking, Process Improvement, Microsoft Excel, Analysis, Customer Service, Microsoft Office, Data Analysis, Research, Financial Institutions, Accounting, Performance Metrics, Problem Solving, G/L Reconciliations, US GAAP reporting, Client Services, Microsoft Word, Outlook, PowerPoint, Internal & External..., Retail Banking, Leadership, Loan Modifications, Procedure Development, Time Management, Operations Management, Data Management, Project Management, Payroll, Client Liaison, Bank Secrecy Act, Anti Money Laundering, OFAC, Compliance, Payroll Services, Check 21, FinCEN, Microsoft Access, Payroll Processing, Retail, Administration, Marketing Strategy, Retirement Planning, Trust Services, Regulatory Compliance
Education
St. Edward's University 2011 — 2013
Master's Degree, Business Administration
St. Edward's University 2005 — 2008
Bachelor's, Finance, General
Independent Retirement Consulting March 2015 - Present
Charles Schwab July 2013 - March 2015
Charles Schwab April 2012 - March 2015
University Federal Credit Union January 2010 - April 2012
University Federal Credit Union July 2008 - December 2009
Skills
Banking, Process Improvement, Microsoft Excel, Analysis, Customer Service, Microsoft Office, Data Analysis, Research, Financial Institutions, Accounting, Performance Metrics, Problem Solving, G/L Reconciliations, US GAAP reporting, Client Services, Microsoft Word, Outlook, PowerPoint, Internal & External..., Retail Banking, Leadership, Loan Modifications, Procedure Development, Time Management, Operations Management, Data Management, Project Management, Payroll, Client Liaison, Bank Secrecy Act, Anti Money Laundering, OFAC, Compliance, Payroll Services, Check 21, FinCEN, Microsoft Access, Payroll Processing, Retail, Administration, Marketing Strategy, Retirement Planning, Trust Services, Regulatory Compliance
Education
St. Edward's University 2011 — 2013
Master's Degree, Business Administration
St. Edward's University 2005 — 2008
Bachelor's, Finance, General
Teri Neylon Teri Neylon's Charles Schwab Experience June 2015 - Present
Job Managing Director, Talent Acquisition at Charles Schwab
Industry Staffing and Recruiting
Experience
Charles Schwab June 2015 - Present
eBay Enterprise June 2012 - May 2015
Bank of America August 2005 - June 2012
ReHab Plus 2004 - 2005
Aspen Systems Corporation 2000 - 2004
Skills
Employee Relations, Performance Appraisal, Background Checks, Banking, Talent Management, Talent Acquisition, Interviewing, Performance Management, Hiring, Compensation, Coaching, Workforce Planning, Recruiting, Deferred Compensation, Interviews, Internet Recruiting, Leadership, Leadership Development, Onboarding, Benefits Administration, Applicant Tracking..., Personnel Management, Project Management, Management, Human Resources, Executive Search, Employee Engagement, Team Management, Training, Benefits Negotiation, Vendor Management, College Recruiting, Temporary Placement, Employee Benefits, Sourcing, Succession Planning, Technical Recruiting, Staffing Services, Screening, HRIS
Education
University of Maryland College Park 2008 — 2012
MS/MBA, Human Resources
University of Maryland College Park 1982 — 1984
BA, Psychology
St. Mary's College of Maryland 1980 — 1982
Charles Schwab June 2015 - Present
eBay Enterprise June 2012 - May 2015
Bank of America August 2005 - June 2012
ReHab Plus 2004 - 2005
Aspen Systems Corporation 2000 - 2004
Skills
Employee Relations, Performance Appraisal, Background Checks, Banking, Talent Management, Talent Acquisition, Interviewing, Performance Management, Hiring, Compensation, Coaching, Workforce Planning, Recruiting, Deferred Compensation, Interviews, Internet Recruiting, Leadership, Leadership Development, Onboarding, Benefits Administration, Applicant Tracking..., Personnel Management, Project Management, Management, Human Resources, Executive Search, Employee Engagement, Team Management, Training, Benefits Negotiation, Vendor Management, College Recruiting, Temporary Placement, Employee Benefits, Sourcing, Succession Planning, Technical Recruiting, Staffing Services, Screening, HRIS
Education
University of Maryland College Park 2008 — 2012
MS/MBA, Human Resources
University of Maryland College Park 1982 — 1984
BA, Psychology
St. Mary's College of Maryland 1980 — 1982
Denise Ho's Charles Schwab Experience April 2000 - August 2000
Job Relationship Manager Citigold Private Wealth Management
Industry Financial Services
Experience
Citigold March 2014 - Present
JPMorgan January 2013 - March 2014
JPMorgan Chase October 2009 - December 2012
TD Bank USA July 2008 - September 2009
Charles Schwab April 2000 - August 2000
Skills
Series 6, Small Business Lending, Lines Of Credit, Consumer Lending, Commercial Banking, Series 63, Loans, Commercial Lending, Mortgage Lending, Retail Banking, Home Equity, Credit, Banking, Credit Analysis, Series 7
Education
St. John's University, The Peter J. Tobin College of Business 2004 — 2008
Finance, International Business, Economics, Investment Banking, Marketing, Statistics, Calculus
Citigold March 2014 - Present
JPMorgan January 2013 - March 2014
JPMorgan Chase October 2009 - December 2012
TD Bank USA July 2008 - September 2009
Charles Schwab April 2000 - August 2000
Skills
Series 6, Small Business Lending, Lines Of Credit, Consumer Lending, Commercial Banking, Series 63, Loans, Commercial Lending, Mortgage Lending, Retail Banking, Home Equity, Credit, Banking, Credit Analysis, Series 7
Education
St. John's University, The Peter J. Tobin College of Business 2004 — 2008
Finance, International Business, Economics, Investment Banking, Marketing, Statistics, Calculus
Sarah (Sarah Zubiate) Darrouzet's Charles Schwab Experience July 2008 - October 2011
Job YMCA Director of Development & President at Zubiate Foods
Industry Civic & Social Organization
Experience
YMCA of Metropolitan Dallas May 2015 - Present
LS Darrouzet, LLC March 2013 - Present
Trinity Fiduciary Partners, LLC- Advisor to the Epiphany Mutual Funds 2011 - February 2013
Charles Schwab July 2008 - October 2011
Fidelity Investments 2006 - 2008
Skills
Investments, Portfolio Management, Strategic Financial..., Series 7, Asset Managment, Financial Analysis, Asset Allocation, Series 63, Uniform Combined State..., Retirement Planning, Financial Modeling, Wealth Management, Mutual Funds, Equities, Investment Advisory, Risk Management, Bonds, Fixed Income, Securities, Asset Management, Investment Strategies, Leadership, Finance, Financial Services, Business Development, Banking, Bloomberg, Management, Financial Planning, Strategy, Public Speaking, Strategic Planning
Education
St. Edward's University 2002 — 2006
BBA, Finance & Marketing
The University of Texas at El Paso 2002 — 2003
Basics Completed 4.0
Faith (Agape) Christian
High school diploma
YMCA of Metropolitan Dallas May 2015 - Present
LS Darrouzet, LLC March 2013 - Present
Trinity Fiduciary Partners, LLC- Advisor to the Epiphany Mutual Funds 2011 - February 2013
Charles Schwab July 2008 - October 2011
Fidelity Investments 2006 - 2008
Skills
Investments, Portfolio Management, Strategic Financial..., Series 7, Asset Managment, Financial Analysis, Asset Allocation, Series 63, Uniform Combined State..., Retirement Planning, Financial Modeling, Wealth Management, Mutual Funds, Equities, Investment Advisory, Risk Management, Bonds, Fixed Income, Securities, Asset Management, Investment Strategies, Leadership, Finance, Financial Services, Business Development, Banking, Bloomberg, Management, Financial Planning, Strategy, Public Speaking, Strategic Planning
Education
St. Edward's University 2002 — 2006
BBA, Finance & Marketing
The University of Texas at El Paso 2002 — 2003
Basics Completed 4.0
Faith (Agape) Christian
High school diploma
Maritza Feliciano Maritza Feliciano's Charles Schwab Experience June 2000 - November 2004
Job Customer Service Manager at Boden
Industry Apparel & Fashion
Experience
Boden November 2014 - Present
Boden April 2011 - October 2014
Boden September 2009 - April 2011
RCN February 2005 - March 2009
Charles Schwab June 2000 - November 2004
Skills
Retail, Team Leadership, Customer Service, Teamwork
Education
St. Francis College 1998 — 2000
Associate's degree, Accounting
St. Joseph's High School 1994 — 1998
High School diploma, Business Administration, 12
Boden November 2014 - Present
Boden April 2011 - October 2014
Boden September 2009 - April 2011
RCN February 2005 - March 2009
Charles Schwab June 2000 - November 2004
Skills
Retail, Team Leadership, Customer Service, Teamwork
Education
St. Francis College 1998 — 2000
Associate's degree, Accounting
St. Joseph's High School 1994 — 1998
High School diploma, Business Administration, 12
Jeffrey Shrader Jeffrey Shrader's Charles Schwab Experience January 2015 - Present
Job Director, Relationship Management at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2015 - Present
Transamerica Retirement Solutions October 2013 - January 2015
Dell October 2009 - October 2013
Transamerica Retirement Solutions April 2008 - October 2009
The 401(k) Company July 1999 - April 2008
Skills
401k, Compliance, Benefits, Employee Benefits, Retirement, Investments, ERISA, Defined Benefit, Asset Allocation, Asset Management, Deferred Compensation, Financial Services, Management, Mergers, Pensions, Retirement Planning, Strategy
Education
St. Edward's University 2006 — 2007
BBA, Business Management
Charles Schwab January 2015 - Present
Transamerica Retirement Solutions October 2013 - January 2015
Dell October 2009 - October 2013
Transamerica Retirement Solutions April 2008 - October 2009
The 401(k) Company July 1999 - April 2008
Skills
401k, Compliance, Benefits, Employee Benefits, Retirement, Investments, ERISA, Defined Benefit, Asset Allocation, Asset Management, Deferred Compensation, Financial Services, Management, Mergers, Pensions, Retirement Planning, Strategy
Education
St. Edward's University 2006 — 2007
BBA, Business Management
Patrick Ricci Patrick Ricci's Charles Schwab Experience July 2015 - Present
Job Managing Editor (Insights & Ideas) at Charles Schwab
Industry Online Media
Experience
Charles Schwab July 2015 - Present
Dell Inc. March 2014 - July 2015
Dell Inc. March 2011 - March 2014
Houghton Mifflin Harcourt November 2005 - March 2011
St. Edward's University September 2003 - May 2008
Houghton Mifflin Harcourt November 2001 - October 2005
Skills
Copy Editing, Copywriting, Content Development, Content Management, Content Strategy, Editorial, Project Management, Process Improvement, Publishing, SEO, Education, Marketing, Leadership, Training, Taxonomy, Metadata, Governance
Education
St. Edward's University
Master of Liberal Arts, writing and literature
The University of Texas at Austin
Bachelor of Arts, English and philosophy
Charles Schwab July 2015 - Present
Dell Inc. March 2014 - July 2015
Dell Inc. March 2011 - March 2014
Houghton Mifflin Harcourt November 2005 - March 2011
St. Edward's University September 2003 - May 2008
Houghton Mifflin Harcourt November 2001 - October 2005
Skills
Copy Editing, Copywriting, Content Development, Content Management, Content Strategy, Editorial, Project Management, Process Improvement, Publishing, SEO, Education, Marketing, Leadership, Training, Taxonomy, Metadata, Governance
Education
St. Edward's University
Master of Liberal Arts, writing and literature
The University of Texas at Austin
Bachelor of Arts, English and philosophy
Everett Gander's Charles Schwab Experience June 2015 - August 2015
Job Summer Intern at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2015 - August 2015
Canaras Capital Management September 2014 - December 2014
Vermont State Senate Campaign June 2014 - September 2014
Jim Ballard's Family Farm May 2010 - September 2014
Sentinel Investments June 2014 - June 2014
St. Lawrence Alexander Hamilton Society September 2013 - June 2014
Skills
Politics, International Relations, Investments, Critical Thinking, Policy Analysis, Credit Analysis, Market Research
Education
St. Lawrence University 2012 — 2016
Government and Economics, 3.73/4.00
University of Otago 2015 — 2015
Milton High School 2008 — 2012
Charles Schwab June 2015 - August 2015
Canaras Capital Management September 2014 - December 2014
Vermont State Senate Campaign June 2014 - September 2014
Jim Ballard's Family Farm May 2010 - September 2014
Sentinel Investments June 2014 - June 2014
St. Lawrence Alexander Hamilton Society September 2013 - June 2014
Skills
Politics, International Relations, Investments, Critical Thinking, Policy Analysis, Credit Analysis, Market Research
Education
St. Lawrence University 2012 — 2016
Government and Economics, 3.73/4.00
University of Otago 2015 — 2015
Milton High School 2008 — 2012
Jessica Spellman, MBA's Charles Schwab Experience March 2015 - Present
Job Compliance Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
High Profile Promotions February 2014 - February 2015
Monarch Promotions January 2014 - February 2015
Yodle May 2013 - August 2013
Sonic Drive-In August 2012 - April 2013
Triple Point Interactions August 2011 - January 2013
Texas State University August 2010 - August 2012
Texas State University January 2012 - May 2012
Rockfish Seafood Grill September 2008 - May 2009
Skills
Spanish, PowerPoint, Time Management, Customer Service, Organization, Microsoft Word, Public Speaking, Microsoft Excel, Editing, Teamwork, Social Media, Event Planning, Research, Community Outreach, Social Networking, Team Building, Sales, Marketing Strategy, Entrepreneurship
Education
St. Edward's University 2012 — 2014
Master of Business Administration (M.B.A.), Global Entrepreneurship
Universidad Latina de Costa Rica 2012 — 2012
Spanish Language and Literature, 4.0
Texas State University-San Marcos 2009 — 2012
Bachelor of Arts (B.A.), International Business, 3.6
Klein High School 2005 — 2009
Diploma
Charles Schwab March 2015 - Present
High Profile Promotions February 2014 - February 2015
Monarch Promotions January 2014 - February 2015
Yodle May 2013 - August 2013
Sonic Drive-In August 2012 - April 2013
Triple Point Interactions August 2011 - January 2013
Texas State University August 2010 - August 2012
Texas State University January 2012 - May 2012
Rockfish Seafood Grill September 2008 - May 2009
Skills
Spanish, PowerPoint, Time Management, Customer Service, Organization, Microsoft Word, Public Speaking, Microsoft Excel, Editing, Teamwork, Social Media, Event Planning, Research, Community Outreach, Social Networking, Team Building, Sales, Marketing Strategy, Entrepreneurship
Education
St. Edward's University 2012 — 2014
Master of Business Administration (M.B.A.), Global Entrepreneurship
Universidad Latina de Costa Rica 2012 — 2012
Spanish Language and Literature, 4.0
Texas State University-San Marcos 2009 — 2012
Bachelor of Arts (B.A.), International Business, 3.6
Klein High School 2005 — 2009
Diploma
Daniel Ayala's Charles Schwab Experience October 2014 - Present
Job Finance
Industry Financial Services
Experience
Charles Schwab October 2014 - Present
Casa of Williamson County January 2014 - May 2014
Leslie's Poolmart, Inc. May 2012 - August 2013
Skills
PowerPoint, Customer Service, Microsoft Word, Microsoft Office, Microsoft Excel, Social Media, Facebook, Event Planning, Teamwork, Photoshop, Public Speaking, Research, Marketing, Strategy, Business Development, Sales
Education
Southwestern University 2010 — 2014
Bachelor of Business Administration (BBA), Economics Minor
Central Catholic High School 2006 — 2010
Charles Schwab October 2014 - Present
Casa of Williamson County January 2014 - May 2014
Leslie's Poolmart, Inc. May 2012 - August 2013
Skills
PowerPoint, Customer Service, Microsoft Word, Microsoft Office, Microsoft Excel, Social Media, Facebook, Event Planning, Teamwork, Photoshop, Public Speaking, Research, Marketing, Strategy, Business Development, Sales
Education
Southwestern University 2010 — 2014
Bachelor of Business Administration (BBA), Economics Minor
Central Catholic High School 2006 — 2010
Mark Keske Mark Keske's Charles Schwab Experience November 2013 - Present
Job Banking Operations Specialist
Industry Financial Services
Experience
Charles Schwab November 2013 - Present
Charles Schwab January 2010 - November 2013
Sam's Club July 2007 - January 2010
Sam's Club September 2006 - May 2007
Walmart May 2003 - August 2006
Skills
Customer Service, Outstanding people..., Outstanding time..., Exceptional Communicator, Call Center, Data Entry
Education
St. Cloud State University 2002 — 2007
Bachelor's Degree, Political Science and Government
Charles Schwab November 2013 - Present
Charles Schwab January 2010 - November 2013
Sam's Club July 2007 - January 2010
Sam's Club September 2006 - May 2007
Walmart May 2003 - August 2006
Skills
Customer Service, Outstanding people..., Outstanding time..., Exceptional Communicator, Call Center, Data Entry
Education
St. Cloud State University 2002 — 2007
Bachelor's Degree, Political Science and Government
Jason Skistad, CFP Jason Skistad, CFP's Charles Schwab Experience July 2005 - Present
Job Vice President, Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2005 - Present
A.G. Edwards December 2003 - June 2005
Citigroup March 2000 - December 2003
Campbell Mithun 1996 - 2000
Education
St. Olaf College 1992 — 1995
B.A., English, History
Charles Schwab July 2005 - Present
A.G. Edwards December 2003 - June 2005
Citigroup March 2000 - December 2003
Campbell Mithun 1996 - 2000
Education
St. Olaf College 1992 — 1995
B.A., English, History
Jennifer Bland Jennifer Bland's Charles Schwab Experience April 2007 - Present
Job Conversion Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2007 - Present
The 401(k) Company January 2007 - April 2007
The 401k Company January 2005 - January 2007
Invesmart 2001 - 2004
Skills
401k, Defined Benefit, Mutual Funds, Retirement, Retirement Planning, ERISA, Financial Services, Pensions, Employee Benefits, Project Management, Management, Relationship Management, Process Improvement, Asset Management
Education
St. Edward's University 1999 — 2001
BBA, Management
Charles Schwab April 2007 - Present
The 401(k) Company January 2007 - April 2007
The 401k Company January 2005 - January 2007
Invesmart 2001 - 2004
Skills
401k, Defined Benefit, Mutual Funds, Retirement, Retirement Planning, ERISA, Financial Services, Pensions, Employee Benefits, Project Management, Management, Relationship Management, Process Improvement, Asset Management
Education
St. Edward's University 1999 — 2001
BBA, Management
Shelly Baumgartner Shelly Baumgartner's Charles Schwab Experience November 2012 - Present
Job Conversions Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2012 - Present
Charles Schwab March 2010 - November 2012
Waddell & Reed June 2003 - January 2010
Education
St. Edward's University 2000 — 2003
MBA, Personal Finance
University of Florida
BS, Public Relations
Charles Schwab November 2012 - Present
Charles Schwab March 2010 - November 2012
Waddell & Reed June 2003 - January 2010
Education
St. Edward's University 2000 — 2003
MBA, Personal Finance
University of Florida
BS, Public Relations
Jon Hemmesch Jon Hemmesch's Charles Schwab Experience June 2005 - Present
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2005 - Present
Edward Jones August 2001 - June 2005
US Banccorp December 1999 - March 2001
Education
St. Cloud State University 1996 — 1999
BS, Marketing
Charles Schwab June 2005 - Present
Edward Jones August 2001 - June 2005
US Banccorp December 1999 - March 2001
Education
St. Cloud State University 1996 — 1999
BS, Marketing
Cash Covington Cash Covington's Charles Schwab Experience May 2015 - Present
Job Vice President Financial Consultant
Industry Financial Services
Experience
Charles Schwab May 2015 - Present
Arvest Asset Management January 2013 - December 2014
Merrill Lynch January 2011 - September 2012
John Hancock Financial Network August 2010 - December 2010
Infinity Options, Inc. August 2008 - June 2010
Education
Spring Hill College 2004 — 2008
Bachelor's, Economics
Charles Schwab May 2015 - Present
Arvest Asset Management January 2013 - December 2014
Merrill Lynch January 2011 - September 2012
John Hancock Financial Network August 2010 - December 2010
Infinity Options, Inc. August 2008 - June 2010
Education
Spring Hill College 2004 — 2008
Bachelor's, Economics
Lisa Sauls Lisa Sauls's Charles Schwab Experience September 2000 - Present
Job Owner at South Austin Appliance Repair
Industry Financial Services
Experience
South Austin Appliance Repair May 2013 - Present
Charles Schwab September 2000 - Present
The 401(k) Company June 1998 - September 2000
TECOM, Inc. January 1996 - June 1998
Skills
Collateral, 401k, Investments, Mutual Funds, Project Management, Retirement, Retirement Planning, Strategic Planning, Marketing, Marketing Communications, Coaching, Staff Development, PowerPoint, Internal Communications, Copywriting
Education
St. Edward's University 1991 — 1995
BA, Marketing
South Austin Appliance Repair May 2013 - Present
Charles Schwab September 2000 - Present
The 401(k) Company June 1998 - September 2000
TECOM, Inc. January 1996 - June 1998
Skills
Collateral, 401k, Investments, Mutual Funds, Project Management, Retirement, Retirement Planning, Strategic Planning, Marketing, Marketing Communications, Coaching, Staff Development, PowerPoint, Internal Communications, Copywriting
Education
St. Edward's University 1991 — 1995
BA, Marketing
Edward Goettig, CMT Edward Goettig, CMT's Charles Schwab Experience 2002 - 2003
Job Business Sales and Marketing Analytics
Industry Entertainment
Experience
Comcast February 2012 - Present
US Air Force Reserve 1988 - Present
Beacon Learning May 2011 - February 2012
Integrity Financial Groups February 2011 - May 2011
Mazuma Capital Corp June 2010 - January 2011
TD Ameritrade February 2004 - June 2010
M&T Bank 2003 - 2004
Charles Schwab 2002 - 2003
Charles Schwab 2000 - 2002
First Security Bank, Utah 1994 - 2000
Skills
Business Development, Risk Management, Program Management, Investments, Finance, Project Management, Marketing, Team Leadership, Sales, Negotiation, Financial Services, Business Process, Telecommunications, Accounting, Options, Marketing Strategy, New Business Development, Account Management, Strategic Planning, Sales Management, Microsoft Office, Selling, Management, Technical Analysis, Leadership, Team Building, Competitive Intelligence, Analysis, Start-ups, Microsoft Excel
Education
University of Phoenix 1998 — 2001
Master's Degree, Computer and Information Systems, 3.7
Southern Utah University 1992 — 1994
Bachelor's Degree, Marketing and International Business, 3.3
Comcast February 2012 - Present
US Air Force Reserve 1988 - Present
Beacon Learning May 2011 - February 2012
Integrity Financial Groups February 2011 - May 2011
Mazuma Capital Corp June 2010 - January 2011
TD Ameritrade February 2004 - June 2010
M&T Bank 2003 - 2004
Charles Schwab 2002 - 2003
Charles Schwab 2000 - 2002
First Security Bank, Utah 1994 - 2000
Skills
Business Development, Risk Management, Program Management, Investments, Finance, Project Management, Marketing, Team Leadership, Sales, Negotiation, Financial Services, Business Process, Telecommunications, Accounting, Options, Marketing Strategy, New Business Development, Account Management, Strategic Planning, Sales Management, Microsoft Office, Selling, Management, Technical Analysis, Leadership, Team Building, Competitive Intelligence, Analysis, Start-ups, Microsoft Excel
Education
University of Phoenix 1998 — 2001
Master's Degree, Computer and Information Systems, 3.7
Southern Utah University 1992 — 1994
Bachelor's Degree, Marketing and International Business, 3.3
Cindy Manning Cindy Manning's Charles Schwab Experience 2005 - 2010
Job Marketing Manager at Visa, Inc.
Industry Marketing and Advertising
Experience
Visa August 2014 - Present
Autodesk June 2013 - April 2014
Apollo Education Group October 2012 - June 2013
Autodesk May 2011 - June 2012
Charles Schwab 2005 - 2010
NorthStar Systems International 2003 - 2004
Interbrand 2000 - 2002
Skills
Website Development, Product Development, Vendor Management, Project Management, Strategic Planning, Social Marketing, Integrated Marketing, Digital Marketing, Online Advertising, Advertising, Marketing Strategy, Direct Marketing, Digital Strategy, Email Marketing, Marketing Communications, B2B, Account Management, Strategic Partnerships, Marketing, Lead Generation, Corporate Branding, Cross-functional Team..., CRM
Education
Southern Methodist University
BA, Psychology & Sociology
Visa August 2014 - Present
Autodesk June 2013 - April 2014
Apollo Education Group October 2012 - June 2013
Autodesk May 2011 - June 2012
Charles Schwab 2005 - 2010
NorthStar Systems International 2003 - 2004
Interbrand 2000 - 2002
Skills
Website Development, Product Development, Vendor Management, Project Management, Strategic Planning, Social Marketing, Integrated Marketing, Digital Marketing, Online Advertising, Advertising, Marketing Strategy, Direct Marketing, Digital Strategy, Email Marketing, Marketing Communications, B2B, Account Management, Strategic Partnerships, Marketing, Lead Generation, Corporate Branding, Cross-functional Team..., CRM
Education
Southern Methodist University
BA, Psychology & Sociology
David J Wilson David J Wilson's Charles Schwab Experience November 2010 - October 2011
Job Software Developer at Quartet Systems
Industry Computer Software
Experience
Quartet Systems November 2011 - Present
Charles Schwab November 2010 - October 2011
State Street Corporation July 2007 - April 2010
Investors Bank & Trust August 2001 - March 2007
Investors Bank & Trust July 1994 - August 2001
Barclays Global Investors 1994 - 2001
Skills
Application Development, SQL Server, .NET, Trading, Trading Systems, Equities, Requirements Analysis, Databases, IT Management, Customer Relations, Software Engineering, SQL, SDLC, Microsoft SQL Server, Unix, Customer Service, Software Development, Business Analysis, Derivatives, Back Office, Software Project..., Visual Basic, Architecture, Disaster Recovery, Data Center, Financial Services, Enterprise Architecture, XML, MS Project, Enterprise Software, Perl, Systems Analysis, VB.NET, Business Process, Outsourcing, Requirements Gathering, Management, Analysis, IT Strategy, Servers, Data Modeling, Architectures, Integration, Solution Architecture, Agile Project Management, Data Warehousing, ETL, Oracle
Education
University of Phoenix 2006 — 2008
MBA, Business Administration
Southern Nazarene University 1978 — 1983
BS, Computer Science (Business
Quartet Systems November 2011 - Present
Charles Schwab November 2010 - October 2011
State Street Corporation July 2007 - April 2010
Investors Bank & Trust August 2001 - March 2007
Investors Bank & Trust July 1994 - August 2001
Barclays Global Investors 1994 - 2001
Skills
Application Development, SQL Server, .NET, Trading, Trading Systems, Equities, Requirements Analysis, Databases, IT Management, Customer Relations, Software Engineering, SQL, SDLC, Microsoft SQL Server, Unix, Customer Service, Software Development, Business Analysis, Derivatives, Back Office, Software Project..., Visual Basic, Architecture, Disaster Recovery, Data Center, Financial Services, Enterprise Architecture, XML, MS Project, Enterprise Software, Perl, Systems Analysis, VB.NET, Business Process, Outsourcing, Requirements Gathering, Management, Analysis, IT Strategy, Servers, Data Modeling, Architectures, Integration, Solution Architecture, Agile Project Management, Data Warehousing, ETL, Oracle
Education
University of Phoenix 2006 — 2008
MBA, Business Administration
Southern Nazarene University 1978 — 1983
BS, Computer Science (Business
Elliot Kelly Elliot Kelly's Charles Schwab Experience January 2015 - Present
Job Associate Financial Services Professional at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2015 - Present
Art of Travel, LLC June 2014 - February 2015
GENCO (employed through Express Employment Professionals) November 2013 - April 2014
Express Employment Professionals October 2013 - April 2014
Palmerra Beef Cattle Centre May 2013 - September 2013
Express Employment Professionals June 2012 - August 2012
Starbucks September 2007 - July 2009
Skills
Retail, Customer Service, Cashiering, PowerPoint, Cash Handling Experience, Microsoft Excel, Microsoft Office, Time Management, Event Planning, Telephone Skills
Education
Southwestern University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Charles Schwab January 2015 - Present
Art of Travel, LLC June 2014 - February 2015
GENCO (employed through Express Employment Professionals) November 2013 - April 2014
Express Employment Professionals October 2013 - April 2014
Palmerra Beef Cattle Centre May 2013 - September 2013
Express Employment Professionals June 2012 - August 2012
Starbucks September 2007 - July 2009
Skills
Retail, Customer Service, Cashiering, PowerPoint, Cash Handling Experience, Microsoft Excel, Microsoft Office, Time Management, Event Planning, Telephone Skills
Education
Southwestern University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Carl Ditzler Carl Ditzler's Charles Schwab Experience January 2010 - Present
Job Management
Industry Computer Software
Experience
Charles Schwab January 2010 - Present
Fiserv May 2006 - January 2010
BusinessandLaw.com December 1998 - December 2009
Olive Interactive Design & Marketing July 2005 - November 2005
Texas Department of State Health Services January 2003 - November 2005
Freelance Contractor 1998 - 2002
iLawDesk January 2000 - September 2000
Texas House of Representatives January 1993 - July 1996
Skills
SDLC, Program Management, Software Development, Project Portfolio..., Vendor Management, Business Analysis, PMO, Agile Project Management, PMP, Business Process..., Integration, Software Project..., Agile Methodologies, Risk Management, Project Management, Business Process, Process Improvement, Strategy, Leadership, CRM, Cross-functional Team..., Business Intelligence, Entrepreneurship, Team Leadership, Business Requirements, Governance, SaaS, Product Management, Requirements Gathering, IT Strategy, Visio, Requirements Analysis, Outsourcing, Policy, Change Management, Team Building, Financial Services, Legal Writing, Legal Research, Legislative Relations, IT Management, Enterprise Architecture, Enterprise Software, Strategic Planning, Contract Negotiation, PCI DSS, Management, Scrum, E-commerce, Mobile Devices
Education
St. Mary's University School of Law
JD, Course-Work Included: Corporate Planning, Business Associations, IP, and Negotiations
The University of Texas at Austin
BA
The University of Texas at Austin
Professional Development, Risk Management
University of Houston Law Center
Mexican Legal Studies Program
Charles Schwab January 2010 - Present
Fiserv May 2006 - January 2010
BusinessandLaw.com December 1998 - December 2009
Olive Interactive Design & Marketing July 2005 - November 2005
Texas Department of State Health Services January 2003 - November 2005
Freelance Contractor 1998 - 2002
iLawDesk January 2000 - September 2000
Texas House of Representatives January 1993 - July 1996
Skills
SDLC, Program Management, Software Development, Project Portfolio..., Vendor Management, Business Analysis, PMO, Agile Project Management, PMP, Business Process..., Integration, Software Project..., Agile Methodologies, Risk Management, Project Management, Business Process, Process Improvement, Strategy, Leadership, CRM, Cross-functional Team..., Business Intelligence, Entrepreneurship, Team Leadership, Business Requirements, Governance, SaaS, Product Management, Requirements Gathering, IT Strategy, Visio, Requirements Analysis, Outsourcing, Policy, Change Management, Team Building, Financial Services, Legal Writing, Legal Research, Legislative Relations, IT Management, Enterprise Architecture, Enterprise Software, Strategic Planning, Contract Negotiation, PCI DSS, Management, Scrum, E-commerce, Mobile Devices
Education
St. Mary's University School of Law
JD, Course-Work Included: Corporate Planning, Business Associations, IP, and Negotiations
The University of Texas at Austin
BA
The University of Texas at Austin
Professional Development, Risk Management
University of Houston Law Center
Mexican Legal Studies Program
Kenny Attal Kenny Attal's Charles Schwab Experience November 2009 - October 2010
Job QA/Editorial Manager at Drumroll
Industry Writing and Editing
Experience
Drumroll January 2013 - Present
Vatos Locos 1969 - Present
AdPeople Worldwide April 2012 - January 2013
Tocquigny October 2010 - January 2013
Charles Schwab November 2009 - October 2010
Enfatico June 2008 - November 2009
Y&R Brands 2008 - 2009
T3 January 2007 - June 2008
T3 June 2006 - December 2006
T3 November 2003 - June 2006
Skills
Press Releases, Social Media Marketing, Direct Mail, Catalogs, White Papers, RFP, Copy Editing, Editorial, Copywriting, Content Strategy, Content Management, Content Development, Social Media, Blogging, Marketing Communications, Editing, Proofreading, Advertising, Writing, Adobe Acrobat, Facebook, Online Marketing, Social Networking, SEO, Public Relations, Mac, Creative Problem Solving, Online Advertising, Publishing, WordPress, Integrated Marketing, Digital Marketing, Creative Direction, Digital Media, Brochures, Email Marketing, CMS, Feature Articles, InDesign, Newsletters, User Experience, SEO copywriting, Interactive Marketing, Web Content Management, New Media, Brand Development, Interactive Advertising, Web Content, Digital Strategy, Magazines
Education
St. Edward's University
BA, English Composition
Drumroll January 2013 - Present
Vatos Locos 1969 - Present
AdPeople Worldwide April 2012 - January 2013
Tocquigny October 2010 - January 2013
Charles Schwab November 2009 - October 2010
Enfatico June 2008 - November 2009
Y&R Brands 2008 - 2009
T3 January 2007 - June 2008
T3 June 2006 - December 2006
T3 November 2003 - June 2006
Skills
Press Releases, Social Media Marketing, Direct Mail, Catalogs, White Papers, RFP, Copy Editing, Editorial, Copywriting, Content Strategy, Content Management, Content Development, Social Media, Blogging, Marketing Communications, Editing, Proofreading, Advertising, Writing, Adobe Acrobat, Facebook, Online Marketing, Social Networking, SEO, Public Relations, Mac, Creative Problem Solving, Online Advertising, Publishing, WordPress, Integrated Marketing, Digital Marketing, Creative Direction, Digital Media, Brochures, Email Marketing, CMS, Feature Articles, InDesign, Newsletters, User Experience, SEO copywriting, Interactive Marketing, Web Content Management, New Media, Brand Development, Interactive Advertising, Web Content, Digital Strategy, Magazines
Education
St. Edward's University
BA, English Composition
Brian Albiar Brian Albiar's Charles Schwab Experience May 2000 - July 2002
Job Sr. Retirement Plan Consultant at Ubiquity Retirement + Savings
Industry Financial Services
Experience
Ubiquity Retirement + Savings July 2010 - Present
Internal Revenue Service January 2010 - July 2010
Albiar Financial, Inc. January 2007 - September 2008
TD Waterhouse Investor Services July 2002 - December 2005
Charles Schwab May 2000 - July 2002
Skills
Retirement Planning, ERISA, Retirement, Retirement Plan..., 401k, Insurance, Management, Small Business, Finance, Analysis, Wealth Management, CRM, Investments, Employee Benefits, Portfolio Management, Mutual Funds, Strategic Financial..., Financial Planning, Securities, Financial Analysis, Financial Services, Life Insurance, Asset Allocation, Microsoft Office, Relationship Management, Financial Risk
Education
St. Edward's University
Master of Business Administration (MBA) Candidate, Finance
Texas Tech University
Bachelors, Economics
Ubiquity Retirement + Savings July 2010 - Present
Internal Revenue Service January 2010 - July 2010
Albiar Financial, Inc. January 2007 - September 2008
TD Waterhouse Investor Services July 2002 - December 2005
Charles Schwab May 2000 - July 2002
Skills
Retirement Planning, ERISA, Retirement, Retirement Plan..., 401k, Insurance, Management, Small Business, Finance, Analysis, Wealth Management, CRM, Investments, Employee Benefits, Portfolio Management, Mutual Funds, Strategic Financial..., Financial Planning, Securities, Financial Analysis, Financial Services, Life Insurance, Asset Allocation, Microsoft Office, Relationship Management, Financial Risk
Education
St. Edward's University
Master of Business Administration (MBA) Candidate, Finance
Texas Tech University
Bachelors, Economics
Stephen Chien's Charles Schwab Experience 2008 - Present
Job Managing Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2008 - Present
The Boston Consulting Group 2006 - 2008
McKinsey & Company June 2005 - August 2005
International Finance Corporation (The World Bank Group) 2000 - 2003
Goldman Sachs 1998 - 2000
Skills
Wealth Management, Brokerage, Management Consulting, Financial Services, Emerging Markets, Investment Management, Project Management, Private Equity, Investments, Project Finance, Product Marketing, Process Improvement, Mergers, Finance, Mergers & Acquisitions, Strategic Financial..., Investment Advisory, Strategy, Equity Research, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Finance, Entrepreneurial Management
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2003 — 2006
MA, International Relations and International Economics
Stanford University 1994 — 1998
AB, International Relations, Economics
Charles Schwab 2008 - Present
The Boston Consulting Group 2006 - 2008
McKinsey & Company June 2005 - August 2005
International Finance Corporation (The World Bank Group) 2000 - 2003
Goldman Sachs 1998 - 2000
Skills
Wealth Management, Brokerage, Management Consulting, Financial Services, Emerging Markets, Investment Management, Project Management, Private Equity, Investments, Project Finance, Product Marketing, Process Improvement, Mergers, Finance, Mergers & Acquisitions, Strategic Financial..., Investment Advisory, Strategy, Equity Research, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Finance, Entrepreneurial Management
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2003 — 2006
MA, International Relations and International Economics
Stanford University 1994 — 1998
AB, International Relations, Economics
M. Cristina Tejeda's Charles Schwab Experience 2007 - 2009
Job
Industry Financial Services
Experience
Wells Fargo 2015 - Present
Visa 2013 - Present
Marche Consulting Group 2012 - 2014
Surfmark Inc 2012 - 2012
Visa, Inc. 2009 - 2012
Charles Schwab 2007 - 2009
Education
Dartmouth College - The Tuck School of Business at Dartmouth
MBA
Stanford Continuing Studies
The University of Texas at Austin
BS
Wells Fargo 2015 - Present
Visa 2013 - Present
Marche Consulting Group 2012 - 2014
Surfmark Inc 2012 - 2012
Visa, Inc. 2009 - 2012
Charles Schwab 2007 - 2009
Education
Dartmouth College - The Tuck School of Business at Dartmouth
MBA
Stanford Continuing Studies
The University of Texas at Austin
BS
Wade Ramsey's Charles Schwab Experience April 2007 - August 2011
Job Benefits Sr. Advisor, Retirement Plans at Dell
Industry Human Resources
Experience
Dell July 2013 - Present
Dell December 2011 - June 2013
Charles Schwab April 2007 - August 2011
The 401(k) Company April 2006 - April 2007
Hewitt Associates June 1997 - April 2006
Skills
Plan Design, Investments, Pensions, Administration, 401k, Retirement, Customer Relations, Benefits Administration, Problem Solving, Process Improvement, Excel, Word, Microsoft Office, Account Management, Customer Service, Strategic Planning, Change Management, Team Building, Operations Management, Outlook, Financial Analysis, Budgeting, PowerPoint, Forecasting, New Business Development, Vendor Management, Contract Negotiation, Insurance, Leadership, Business Planning, Defined Contribution, Coaching, Budgets, Microsoft Excel, Retirement Planning, CRM, Series 63
Education
Southwestern University 1993 — 1997
Business Administration and Economics
Dell July 2013 - Present
Dell December 2011 - June 2013
Charles Schwab April 2007 - August 2011
The 401(k) Company April 2006 - April 2007
Hewitt Associates June 1997 - April 2006
Skills
Plan Design, Investments, Pensions, Administration, 401k, Retirement, Customer Relations, Benefits Administration, Problem Solving, Process Improvement, Excel, Word, Microsoft Office, Account Management, Customer Service, Strategic Planning, Change Management, Team Building, Operations Management, Outlook, Financial Analysis, Budgeting, PowerPoint, Forecasting, New Business Development, Vendor Management, Contract Negotiation, Insurance, Leadership, Business Planning, Defined Contribution, Coaching, Budgets, Microsoft Excel, Retirement Planning, CRM, Series 63
Education
Southwestern University 1993 — 1997
Business Administration and Economics
Noelle D. Abrams's Charles Schwab Experience October 1999 - October 2003
Job Relationship Manager at Tocqueville Asset Management LP
Industry Financial Services
Experience
Tocqueville Asset Management LP January 2004 - Present
Charles Schwab October 1999 - October 2003
Haven Capital Management LP February 1997 - August 1999
Skills
Client Service, Equities, Mutual Funds, Securities, Client Services, Fixed Income, Financial Services
Education
St. Francis College 1988 — 1992
BS, Business Management
Tocqueville Asset Management LP January 2004 - Present
Charles Schwab October 1999 - October 2003
Haven Capital Management LP February 1997 - August 1999
Skills
Client Service, Equities, Mutual Funds, Securities, Client Services, Fixed Income, Financial Services
Education
St. Francis College 1988 — 1992
BS, Business Management
David Tiro's Charles Schwab Experience September 2007 - March 2011
Job Owner/Managing Member
Industry Real Estate
Experience
Manducena Properties, LLC July 2011 - Present
Charles Schwab September 2007 - March 2011
Education
Southern Methodist University 2002 — 2007
Manducena Properties, LLC July 2011 - Present
Charles Schwab September 2007 - March 2011
Education
Southern Methodist University 2002 — 2007
Billy Holiman's Charles Schwab Experience March 2013 - Present
Job Product Manager, Platform Services/eCommunications at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2013 - Present
NFP Advisor Services Group December 2010 - March 2013
NFP Advisor Services Group September 2003 - November 2010
Skills
Series 24, Financial Services, Series 7, FINRA, Wealth Management, Relationship Management, Product Management, Investment Advisory, Series 63, Alternative Investments, Securities, SDLC, Investments, Mutual Funds, Management, Strategy
Education
St. Edward's University 2006 — 2010
MBA, Corporate Finance
Stephen F. Austin State University 1993 — 1997
BBA in Marketing, Marketing, Management, Finance, Economics
Charles Schwab March 2013 - Present
NFP Advisor Services Group December 2010 - March 2013
NFP Advisor Services Group September 2003 - November 2010
Skills
Series 24, Financial Services, Series 7, FINRA, Wealth Management, Relationship Management, Product Management, Investment Advisory, Series 63, Alternative Investments, Securities, SDLC, Investments, Mutual Funds, Management, Strategy
Education
St. Edward's University 2006 — 2010
MBA, Corporate Finance
Stephen F. Austin State University 1993 — 1997
BBA in Marketing, Marketing, Management, Finance, Economics
Fuad Hussain, MBA, PMP's Charles Schwab Experience January 2011 - January 2012
Job Project Manager at Citigroup CCAR PMO
Industry Financial Services
Experience
Citi February 2015 - Present
Bank of America April 2013 - January 2015
Fannie Mae April 2012 - April 2013
Wells Fargo November 2011 - April 2012
Charles Schwab January 2011 - January 2012
AIG January 2010 - January 2011
Skills
Requirements Analysis, Business Analysis, SQL, Change Management, Unix, Project Management, Data Analysis, Credit Risk, Market Risk, Liquidity Risk
Education
St. Cloud State University
Bachelor's degree, Management Information System
Texas State University
Master of Business Administration (M.B.A.)
Citi February 2015 - Present
Bank of America April 2013 - January 2015
Fannie Mae April 2012 - April 2013
Wells Fargo November 2011 - April 2012
Charles Schwab January 2011 - January 2012
AIG January 2010 - January 2011
Skills
Requirements Analysis, Business Analysis, SQL, Change Management, Unix, Project Management, Data Analysis, Credit Risk, Market Risk, Liquidity Risk
Education
St. Cloud State University
Bachelor's degree, Management Information System
Texas State University
Master of Business Administration (M.B.A.)
John Luzeckyj's Charles Schwab Experience May 2012 - Present
Job Sr. Business Analyst at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab May 2012 - Present
Independence Blue Cross June 2011 - August 2012
Medco March 2009 - June 2011
Medco March 2009 - June 2011
Wyeth January 2001 - June 2009
Wyeth September 2005 - March 2009
Wyeth February 2001 - March 2009
Wyeth April 2005 - September 2005
Merck-Medco May 1998 - January 2001
Physician Profiling Project Group May 1998 - January 2001
Skills
Requirements Analysis
Education
Spring Garden College 1983 — 1987
Bachelor of Science, Computer Systems Technology
Spring Garden College 1983 — 1987
BS, Computer Systems Technology
SAP BW
SAP Learning Center
Charles Schwab May 2012 - Present
Independence Blue Cross June 2011 - August 2012
Medco March 2009 - June 2011
Medco March 2009 - June 2011
Wyeth January 2001 - June 2009
Wyeth September 2005 - March 2009
Wyeth February 2001 - March 2009
Wyeth April 2005 - September 2005
Merck-Medco May 1998 - January 2001
Physician Profiling Project Group May 1998 - January 2001
Skills
Requirements Analysis
Education
Spring Garden College 1983 — 1987
Bachelor of Science, Computer Systems Technology
Spring Garden College 1983 — 1987
BS, Computer Systems Technology
SAP BW
SAP Learning Center
Paige Tung's Charles Schwab Experience February 2013 - Present
Job Sr. Scrum Master / Project Manager, Consultant
Industry Computer Software
Experience
Charles Schwab February 2013 - Present
Apple 2015 - 2015
Apple 2015 - 2015
Apple 2015 - 2015
Texas Education Agency October 2008 - September 2012
Texas Comptroller of Public Accounts June 2006 - October 2008
Motorola August 1999 - August 2001
Ericsson September 1995 - November 1997
Cooperative Computing Inc June 1993 - August 1995
Various April 1992 - November 1994
Skills
Project Management, Software Development, Quality Assurance, Management, Testing, Process Improvement, Leadership, Team Building, SDLC, Agile Methodologies, Creative Direction, Software Project..., Business Analysis, Change Management, Integration, Program Management, Project Planning, Requirements Analysis, Scrum, Software Documentation, Strategic Planning, Vendor Management, Government, PMP
Education
Southern Methodist University 1996 — 1997
Telecommunications
The University of Texas at Austin 1988 — 1992
Bachelor of Arts (B.A.), Computer Science
Charles Schwab February 2013 - Present
Apple 2015 - 2015
Apple 2015 - 2015
Apple 2015 - 2015
Texas Education Agency October 2008 - September 2012
Texas Comptroller of Public Accounts June 2006 - October 2008
Motorola August 1999 - August 2001
Ericsson September 1995 - November 1997
Cooperative Computing Inc June 1993 - August 1995
Various April 1992 - November 1994
Skills
Project Management, Software Development, Quality Assurance, Management, Testing, Process Improvement, Leadership, Team Building, SDLC, Agile Methodologies, Creative Direction, Software Project..., Business Analysis, Change Management, Integration, Program Management, Project Planning, Requirements Analysis, Scrum, Software Documentation, Strategic Planning, Vendor Management, Government, PMP
Education
Southern Methodist University 1996 — 1997
Telecommunications
The University of Texas at Austin 1988 — 1992
Bachelor of Arts (B.A.), Computer Science
Matthew Miracola's Charles Schwab Experience January 2015 - Present
Job Senior Manager, Alternative Investments at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2015 - Present
NFA June 2006 - December 2014
Skills
Due Diligence, Financial Reporting, Microsoft Excel, Strategic Planning, Access, Financial Analysis, Auditing, Insurance, Microsoft Office, Risk Management, Internal Controls
Education
Saint John's University - Peter J. Tobin College of Business
Charles Schwab January 2015 - Present
NFA June 2006 - December 2014
Skills
Due Diligence, Financial Reporting, Microsoft Excel, Strategic Planning, Access, Financial Analysis, Auditing, Insurance, Microsoft Office, Risk Management, Internal Controls
Education
Saint John's University - Peter J. Tobin College of Business
Beau Wada's Charles Schwab Experience April 2004 - November 2004
Job Director | PwC | Business Analytics | NYU Stern MSBA
Industry Information Technology and Services
Experience
PwC July 2013 - Present
PwC July 2006 - June 2013
PwC December 2004 - June 2006
Charles Schwab April 2004 - November 2004
Charles Schwab January 2002 - March 2004
Charles Schwab February 2000 - December 2001
Skills
Business Process..., Strategy, Management Consulting, Program Management, Analytics, Cross-functional Team..., Business Analysis, Project Management, Leadership, IT Strategy, Financial Analysis, Analysis, Governance, Enterprise Software, Consulting, Financial Modeling, Business Development, Management, Data Mining, Statistics, Business Strategy, Data Science
Education
New York University - Leonard N. Stern School of Business 2014 — 2015
Master's Degree, Business Analytics
University of California, Berkeley 1995 — 1999
Bachelor's Degree, Political Economy
Stanford Continuing Studies
Strategic Management & Product Development Courses
University of California, Berkeley
UC Berkeley Extension - Finance Certificate with Distinction (10 Courses)
University of California, Berkeley
UC Berkeley Extension - Engineering Certificate with Distinction (9 courses)
PwC July 2013 - Present
PwC July 2006 - June 2013
PwC December 2004 - June 2006
Charles Schwab April 2004 - November 2004
Charles Schwab January 2002 - March 2004
Charles Schwab February 2000 - December 2001
Skills
Business Process..., Strategy, Management Consulting, Program Management, Analytics, Cross-functional Team..., Business Analysis, Project Management, Leadership, IT Strategy, Financial Analysis, Analysis, Governance, Enterprise Software, Consulting, Financial Modeling, Business Development, Management, Data Mining, Statistics, Business Strategy, Data Science
Education
New York University - Leonard N. Stern School of Business 2014 — 2015
Master's Degree, Business Analytics
University of California, Berkeley 1995 — 1999
Bachelor's Degree, Political Economy
Stanford Continuing Studies
Strategic Management & Product Development Courses
University of California, Berkeley
UC Berkeley Extension - Finance Certificate with Distinction (10 Courses)
University of California, Berkeley
UC Berkeley Extension - Engineering Certificate with Distinction (9 courses)
Michael Beeson's Charles Schwab Experience December 1999 - June 2001
Job Dean of Students
Industry Education Management
Experience
Grapevine Faith Christian School May 2006 - Present
First Baptist Church Euless August 2001 - June 2008
Charles Schwab December 1999 - June 2001
Skills
Public Speaking, Instructional Design, Microsoft Office, Customer Service, Leadership, Social Media, Strategic Planning
Education
Southwestern Baptist Theological Seminary 2001 — 2006
Master's degree, Divinity/Ministry
The University of New Mexico 1994 — 1999
Bachelor of Science (B.S.), Finance and Financial Management Services
Grapevine Faith Christian School May 2006 - Present
First Baptist Church Euless August 2001 - June 2008
Charles Schwab December 1999 - June 2001
Skills
Public Speaking, Instructional Design, Microsoft Office, Customer Service, Leadership, Social Media, Strategic Planning
Education
Southwestern Baptist Theological Seminary 2001 — 2006
Master's degree, Divinity/Ministry
The University of New Mexico 1994 — 1999
Bachelor of Science (B.S.), Finance and Financial Management Services
Jennifer Schiltz's Charles Schwab Experience May 2015 - Present
Job Senior Manager, Compensation at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2015 - Present
Western Union October 2011 - May 2015
Western Union July 2007 - September 2011
Western Union August 2004 - July 2007
Western Union February 2002 - August 2004
Chateau Communities August 2001 - February 2002
First World April 2000 - July 2001
Budget Truck Rental October 1998 - April 2000
Pier 1 Imports June 1997 - August 1998
International Paper July 1995 - June 1997
Skills
PeopleSoft, Sales Compensation, Sales Compensation..., Data Analysis, Essbase, Microsoft Office, Compensation, Excel, Financial Modeling, Sales Force Compensation, Financial Analysis, Analysis, Human Resources, Management, Budgets, Microsoft Excel, Leadership, Strategy
Education
Southern Methodist University - Cox School of Business 1991 — 1995
Bachelor of Business Administration, Marketing, Minor in Statistical Science
Charles Schwab May 2015 - Present
Western Union October 2011 - May 2015
Western Union July 2007 - September 2011
Western Union August 2004 - July 2007
Western Union February 2002 - August 2004
Chateau Communities August 2001 - February 2002
First World April 2000 - July 2001
Budget Truck Rental October 1998 - April 2000
Pier 1 Imports June 1997 - August 1998
International Paper July 1995 - June 1997
Skills
PeopleSoft, Sales Compensation, Sales Compensation..., Data Analysis, Essbase, Microsoft Office, Compensation, Excel, Financial Modeling, Sales Force Compensation, Financial Analysis, Analysis, Human Resources, Management, Budgets, Microsoft Excel, Leadership, Strategy
Education
Southern Methodist University - Cox School of Business 1991 — 1995
Bachelor of Business Administration, Marketing, Minor in Statistical Science
Chris Kendall's Charles Schwab Experience 2011 - Present
Job Managing Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2011 - Present
Charles Schwab December 2000 - 2010
Charles Schwab March 2000 - December 2000
Charles Schwab February 1998 - March 2000
Skills
Fixed Income, Trading, Equities, Series 7, Banking, Securities, Series 63, Series 24
Education
St. Lawrence University 1988 — 1992
BS, Economics, Psychology
University of Denver
Charles Schwab 2011 - Present
Charles Schwab December 2000 - 2010
Charles Schwab March 2000 - December 2000
Charles Schwab February 1998 - March 2000
Skills
Fixed Income, Trading, Equities, Series 7, Banking, Securities, Series 63, Series 24
Education
St. Lawrence University 1988 — 1992
BS, Economics, Psychology
University of Denver
Casey Richards's Charles Schwab Experience November 2002 - October 2009
Job Information Security Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2002 - October 2009
Charles Schwab November 1998 - November 2002
Charles Schwab January 1997 - June 1998
University of Minnesota November 1995 - November 1996
Welch Village Ski Area September 1990 - May 1995
Skills
Active Directory, Security, NT 4.0, Administration, Windows Server, ITIL, Windows, System Administration, Networking, Microsoft Exchange, Troubleshooting, Management, Infrastructure, Servers, Software Documentation, Information Security, Integration, Network Security, Disaster Recovery, Technical Support, Program Management, Enterprise Software, Data Center, Group Policy
Education
St. Cloud State University
Social Work
University of Minnesota
Bachelor of Arts, Social Work
Charles Schwab November 2002 - October 2009
Charles Schwab November 1998 - November 2002
Charles Schwab January 1997 - June 1998
University of Minnesota November 1995 - November 1996
Welch Village Ski Area September 1990 - May 1995
Skills
Active Directory, Security, NT 4.0, Administration, Windows Server, ITIL, Windows, System Administration, Networking, Microsoft Exchange, Troubleshooting, Management, Infrastructure, Servers, Software Documentation, Information Security, Integration, Network Security, Disaster Recovery, Technical Support, Program Management, Enterprise Software, Data Center, Group Policy
Education
St. Cloud State University
Social Work
University of Minnesota
Bachelor of Arts, Social Work
Deborah Montes's Charles Schwab Experience February 2010 - December 2012
Job Product Manager/Tech, Market Data at Charles Schwab
Industry Computer Software
Experience
Charles Schwab February 2010 - December 2012
Bank of America June 2008 - February 2010
USAA October 1994 - September 2003
Education
St. Mary's University 2002 — 2004
Master of Science, Information Systems
St. Mary's University 2000 — 2002
BBA, Information Systems
Charles Schwab February 2010 - December 2012
Bank of America June 2008 - February 2010
USAA October 1994 - September 2003
Education
St. Mary's University 2002 — 2004
Master of Science, Information Systems
St. Mary's University 2000 — 2002
BBA, Information Systems
Marc Shipp's Charles Schwab Experience October 2000 - April 2001
Job Business Manager at FreightWatch International (United Technologies)
Industry Security and Investigations
Experience
United Technologies November 2013 - Present
Applied Materials February 2010 - November 2013
Ticom Geomatics June 2009 - November 2009
TechSkills June 2007 - June 2009
CALIBRE November 2005 - July 2006
Paul, Hastings, Janofsky, & Walker October 2001 - November 2005
Charles Schwab October 2000 - April 2001
Skills
Budgets, Analysis, Financial Analysis, Financial Modeling, Finance, Forecasting, Hyperion Enterprise, Microsoft Excel, Process Improvement, Variance Analysis, Leadership, Financial Reporting
Education
St. Edward's University 2007 — 2009
MBA, Corporate Finance
University of Mary Hardin-Baylor 1996 — 2000
BBA, Management & Marketing
United Technologies November 2013 - Present
Applied Materials February 2010 - November 2013
Ticom Geomatics June 2009 - November 2009
TechSkills June 2007 - June 2009
CALIBRE November 2005 - July 2006
Paul, Hastings, Janofsky, & Walker October 2001 - November 2005
Charles Schwab October 2000 - April 2001
Skills
Budgets, Analysis, Financial Analysis, Financial Modeling, Finance, Forecasting, Hyperion Enterprise, Microsoft Excel, Process Improvement, Variance Analysis, Leadership, Financial Reporting
Education
St. Edward's University 2007 — 2009
MBA, Corporate Finance
University of Mary Hardin-Baylor 1996 — 2000
BBA, Management & Marketing
Srinivas Sasapu's Charles Schwab Experience November 1998 - Present
Job Managing Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 1998 - Present
Wipro Systems October 1997 - October 1998
Skills
Data Warehousing, Oracle, Software Development, Management, SQL, Team Management, Business Objects, Technical Recruiting, PL/SQL, DB2, Budgets, Architectures, Perl, ASP.NET, Shell Scripting, SDLC, Agile & Waterfall..., Teradata Data Warehouse, JavaScript, Business Intelligence, Information Management, Technology Management
Education
Sri Venkateswara University 1992 — 1996
Bachelor of Science (BS), Electrical, Electronics and Communications Engineering
Vijnana Vihara 1984 — 1990
Hish School
Charles Schwab November 1998 - Present
Wipro Systems October 1997 - October 1998
Skills
Data Warehousing, Oracle, Software Development, Management, SQL, Team Management, Business Objects, Technical Recruiting, PL/SQL, DB2, Budgets, Architectures, Perl, ASP.NET, Shell Scripting, SDLC, Agile & Waterfall..., Teradata Data Warehouse, JavaScript, Business Intelligence, Information Management, Technology Management
Education
Sri Venkateswara University 1992 — 1996
Bachelor of Science (BS), Electrical, Electronics and Communications Engineering
Vijnana Vihara 1984 — 1990
Hish School
Sonia Ladha's Charles Schwab Experience October 2000 - September 2001
Job Sr. Business Analyst at NGA Human Resources
Industry Research
Experience
NGA Human Resources August 2012 - Present
NorthgateArinso July 2010 - August 2012
The CSR Group September 2009 - December 2009
KST LLP December 2006 - October 2009
SAHLELI for Asian Families January 2006 - December 2006
University of New Orleans August 2003 - July 2005
Charles Schwab October 2000 - September 2001
Education
St. Edward's University 2007 — 2009
MBA, Finance
University of New Orleans 2003 — 2005
Masters in Sociology
The University of Texas at Austin 1995 — 2000
Psychology
NGA Human Resources August 2012 - Present
NorthgateArinso July 2010 - August 2012
The CSR Group September 2009 - December 2009
KST LLP December 2006 - October 2009
SAHLELI for Asian Families January 2006 - December 2006
University of New Orleans August 2003 - July 2005
Charles Schwab October 2000 - September 2001
Education
St. Edward's University 2007 — 2009
MBA, Finance
University of New Orleans 2003 — 2005
Masters in Sociology
The University of Texas at Austin 1995 — 2000
Psychology
Charlotte Velasco's Charles Schwab Experience 2007 - 2008
Job at Austin Life Coach
Industry Financial Services
Experience
Office of Court Administration - State of Texas August 2008 - Present
Austin Life Coach 2003 - Present
Charles Schwab 2007 - 2008
Dell Inc. 2004 - 2007
MCI 1994 - 2002
Skills
Program Management, Vendor Management, Cross-functional Team..., Integration, Leadership, Process Improvement, SDLC, Software Project..., Troubleshooting, Testing, Team Leadership, Team Building, Strategy, Software Development, Requirements Gathering, Quality Assurance, Project Portfolio..., Product Management, PMP, Project Management, PMO, IT Strategy, Change Management, CRM, Business Process..., Business Intelligence, Business Analysis, Agile Project Management, Agile Methodologies, Requirements Analysis, Business Process, Cloud Computing, Data Center, Databases, Disaster Recovery, Enterprise Architecture, Enterprise Software, IT Management, ITIL, MS Project, Management
Education
St. Edward's University 1997 — 1999
MAHS, Counseling Psychology
The University of Texas at Austin
Office of Court Administration - State of Texas August 2008 - Present
Austin Life Coach 2003 - Present
Charles Schwab 2007 - 2008
Dell Inc. 2004 - 2007
MCI 1994 - 2002
Skills
Program Management, Vendor Management, Cross-functional Team..., Integration, Leadership, Process Improvement, SDLC, Software Project..., Troubleshooting, Testing, Team Leadership, Team Building, Strategy, Software Development, Requirements Gathering, Quality Assurance, Project Portfolio..., Product Management, PMP, Project Management, PMO, IT Strategy, Change Management, CRM, Business Process..., Business Intelligence, Business Analysis, Agile Project Management, Agile Methodologies, Requirements Analysis, Business Process, Cloud Computing, Data Center, Databases, Disaster Recovery, Enterprise Architecture, Enterprise Software, IT Management, ITIL, MS Project, Management
Education
St. Edward's University 1997 — 1999
MAHS, Counseling Psychology
The University of Texas at Austin
Sushma Nallapeta's Charles Schwab Experience January 2009 - September 2009
Job Sr. Engineering Manager at Blackhawk Network
Industry Computer Software
Experience
Blackhawk Network September 2012 - Present
Kodak Gallery September 2011 - September 2012
Object Edge June 2008 - August 2011
National Pen August 2009 - July 2011
Netshoes March 2010 - May 2010
Charles Schwab January 2009 - September 2009
Aviva June 2008 - December 2008
University of Texas at Dallas 2007 - 2007
Infosys Technologies Ltd 2006 - 2006
Infosys Technologies Ltd 2006 - 2006
Skills
Agile Methodologies, Scrum, Java Enterprise Edition, XML, JavaScript, Spring, Java, Hibernate, jQuery, Amazon Web Services..., MongoDB, PL/SQL, E-commerce, Integration, Mobile Applications, Team Leadership, Visio, Business Analysis, JSP, JBoss Application Server, Agile Project Management, C#, Project Planning, CSS, .NET, ASP.NET, Team Building, Team Management, Engineering Management, JBoss, ATG Dynamo, User Scenarios, ATG CSC, Quickbase, Test & Target, Omniture, Google Analytics, Baynote integration, Enterprise Architect, Ecommerce Strategy, Software Project..., Sizing, ATG Search, Html5, Mobile web development, J2EE, Change Leadership, HTML5
Education
The University of Texas at Dallas 2006 — 2007
Master of Science, Computer Science with specialization in Intelligent Systems
Visvesvaraya Technological University
Bachelor of Engineering, Computer Science
Sri Bhagawan Mahaveer Jain College
Pre University (aka 11th & 12th), Physics, Chemistry, Maths, Biology
Sacred Heart Girls High School
10th, English, Science, Social Studies, Mathematics
Blackhawk Network September 2012 - Present
Kodak Gallery September 2011 - September 2012
Object Edge June 2008 - August 2011
National Pen August 2009 - July 2011
Netshoes March 2010 - May 2010
Charles Schwab January 2009 - September 2009
Aviva June 2008 - December 2008
University of Texas at Dallas 2007 - 2007
Infosys Technologies Ltd 2006 - 2006
Infosys Technologies Ltd 2006 - 2006
Skills
Agile Methodologies, Scrum, Java Enterprise Edition, XML, JavaScript, Spring, Java, Hibernate, jQuery, Amazon Web Services..., MongoDB, PL/SQL, E-commerce, Integration, Mobile Applications, Team Leadership, Visio, Business Analysis, JSP, JBoss Application Server, Agile Project Management, C#, Project Planning, CSS, .NET, ASP.NET, Team Building, Team Management, Engineering Management, JBoss, ATG Dynamo, User Scenarios, ATG CSC, Quickbase, Test & Target, Omniture, Google Analytics, Baynote integration, Enterprise Architect, Ecommerce Strategy, Software Project..., Sizing, ATG Search, Html5, Mobile web development, J2EE, Change Leadership, HTML5
Education
The University of Texas at Dallas 2006 — 2007
Master of Science, Computer Science with specialization in Intelligent Systems
Visvesvaraya Technological University
Bachelor of Engineering, Computer Science
Sri Bhagawan Mahaveer Jain College
Pre University (aka 11th & 12th), Physics, Chemistry, Maths, Biology
Sacred Heart Girls High School
10th, English, Science, Social Studies, Mathematics
Suchitra Pinnepalli's Charles Schwab Experience August 2010 - August 2011
Job QA Analyst at Sedgwick CMS
Industry Insurance
Experience
Sedgwick CMS August 2011 - Present
Charles Schwab August 2010 - August 2011
ViewRay Incorporated June 2010 - August 2010
Merge Healthcare May 2007 - April 2010
Skills
Troubleshooting, Software Quality..., Agile Methodologies, Microsoft SQL Server, Quality Assurance
Education
Sri Aurobindo School
Sri Venkateswara University
B.S, Mechanical Engineering
Sedgwick CMS August 2011 - Present
Charles Schwab August 2010 - August 2011
ViewRay Incorporated June 2010 - August 2010
Merge Healthcare May 2007 - April 2010
Skills
Troubleshooting, Software Quality..., Agile Methodologies, Microsoft SQL Server, Quality Assurance
Education
Sri Aurobindo School
Sri Venkateswara University
B.S, Mechanical Engineering
Guy Field's Charles Schwab Experience August 2010 - February 2012
Job Financial Services Professional
Industry Financial Services
Experience
Charles Schwab August 2010 - February 2012
Great-West Retirement Services August 2009 - August 2010
USAA January 2005 - July 2008
American Funds 1995 - 2004
American Funds June 1997 - June 1998
American Funds September 1995 - June 1997
Skills
Financial Planning, Retirement Planning, Asset Allocation, Debt Management, Building Relationships, Retirement, Strategic Financial..., Portfolio Management, Employee Benefits, Mutual Funds, Financial Services, Series 7, Series 63, Investments, Wealth Management, Investment Strategies, Investment Advisory, Series 6, Securities, Uniform Combined State..., Fixed Annuities, Equities, 401k, Asset Management, Relationship Management, Financial Advisory, FINRA, Finance, IRAs, Wealth, Bonds, Fixed Income
Education
St. Mary's University
Master of Business Administration (MBA)
The University of Texas at San Antonio
BBA
Charles Schwab August 2010 - February 2012
Great-West Retirement Services August 2009 - August 2010
USAA January 2005 - July 2008
American Funds 1995 - 2004
American Funds June 1997 - June 1998
American Funds September 1995 - June 1997
Skills
Financial Planning, Retirement Planning, Asset Allocation, Debt Management, Building Relationships, Retirement, Strategic Financial..., Portfolio Management, Employee Benefits, Mutual Funds, Financial Services, Series 7, Series 63, Investments, Wealth Management, Investment Strategies, Investment Advisory, Series 6, Securities, Uniform Combined State..., Fixed Annuities, Equities, 401k, Asset Management, Relationship Management, Financial Advisory, FINRA, Finance, IRAs, Wealth, Bonds, Fixed Income
Education
St. Mary's University
Master of Business Administration (MBA)
The University of Texas at San Antonio
BBA
Axial Respite Fep .'s Charles Schwab Experience December 2005 - January 2007
Job Entrepreneur and Green Movement Visionary
Industry Nonprofit Organization Management
Experience
Axial Respite Fep. January 2007 - Present
Charles Schwab December 2005 - January 2007
Bank of America December 2004 - December 2005
Education
Stanford University 2002 — 2002
Graduate School of Business
Axial Respite Fep. January 2007 - Present
Charles Schwab December 2005 - January 2007
Bank of America December 2004 - December 2005
Education
Stanford University 2002 — 2002
Graduate School of Business
John McLain's Charles Schwab Experience June 2006 - October 2009
Job Resolution Specialist at SAFECO Insurance
Industry Investment Management
Experience
Liberty Mutual Insurance/SAFECO November 2012 - Present
Oak Street Funding August 2012 - October 2012
Liberty Mutual Insurance/SAFECO October 2010 - July 2012
Huntington National Bank & The Huntington Investment Company November 2009 - October 2010
Charles Schwab June 2006 - October 2009
Raymond James Financial Inc. January 2001 - January 2006
RAYMOND JAMES FINANCIAL January 1997 - January 2001
Investment Sciences November 1994 - June 1997
Edwards, Wallace, McLain & Company April 1987 - October 1991
D.C. Reilly & Associates February 1978 - April 1987
Education
St. Petersburg College 2006 — 2006
Certification, Lean & Six-Sigma certification
University of South Florida - College of Business Administration 1999 — 2003
BS, FINANCE AND BUSINESS ECONOMICS 2003
Liberty Mutual Insurance/SAFECO November 2012 - Present
Oak Street Funding August 2012 - October 2012
Liberty Mutual Insurance/SAFECO October 2010 - July 2012
Huntington National Bank & The Huntington Investment Company November 2009 - October 2010
Charles Schwab June 2006 - October 2009
Raymond James Financial Inc. January 2001 - January 2006
RAYMOND JAMES FINANCIAL January 1997 - January 2001
Investment Sciences November 1994 - June 1997
Edwards, Wallace, McLain & Company April 1987 - October 1991
D.C. Reilly & Associates February 1978 - April 1987
Education
St. Petersburg College 2006 — 2006
Certification, Lean & Six-Sigma certification
University of South Florida - College of Business Administration 1999 — 2003
BS, FINANCE AND BUSINESS ECONOMICS 2003
Judy Snyder, CFP®, CPWA®'s Charles Schwab Experience 1998 - 2001
Job Wealth Management
Industry Financial Services
Experience
Tolleson Wealth Management June 2005 - Present
Retirement Advisors of America June 2001 - June 2005
Charles Schwab 1998 - 2001
HD Vest 1996 - 1998
Principal Financial Group 1991 - 1996
Skills
Wealth Management, Alternative Investments, Asset Management, Portfolio Management, Investments
Education
Southern Methodist University - Cox School of Business 1989 — 1991
BBA, Finance
Tolleson Wealth Management June 2005 - Present
Retirement Advisors of America June 2001 - June 2005
Charles Schwab 1998 - 2001
HD Vest 1996 - 1998
Principal Financial Group 1991 - 1996
Skills
Wealth Management, Alternative Investments, Asset Management, Portfolio Management, Investments
Education
Southern Methodist University - Cox School of Business 1989 — 1991
BBA, Finance
Christine Skiles's Charles Schwab Experience September 1999 - Present
Job Sr. Administrative Assistant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 1999 - Present
Skills
Asset Allocation, Financial Services, Mutual Funds, Project Management, Retirement Planning, Customer Service, Investments, Microsoft Office, Retirement, Employee Benefits, Securities, Strategic Planning
Education
Southern Methodist University 1993 — 1997
Bachelor of Fine Arts (B.F.A.)
Charles Schwab September 1999 - Present
Skills
Asset Allocation, Financial Services, Mutual Funds, Project Management, Retirement Planning, Customer Service, Investments, Microsoft Office, Retirement, Employee Benefits, Securities, Strategic Planning
Education
Southern Methodist University 1993 — 1997
Bachelor of Fine Arts (B.F.A.)
Anne Longo's Charles Schwab Experience October 1998 - December 2001
Job CEO at PharmatrophiX
Industry Hospital & Health Care
Experience
PharmatrophiX October 2006 - Present
Stanford University May 2006 - Present
Charles Schwab October 1998 - December 2001
Education
Stanford University 1986 — 1990
PharmatrophiX October 2006 - Present
Stanford University May 2006 - Present
Charles Schwab October 1998 - December 2001
Education
Stanford University 1986 — 1990
David Busselman's Charles Schwab Experience February 2015 - Present
Job Associate Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2015 - Present
Fidelity Investments April 2013 - January 2015
Fidelity Investments August 2007 - May 2010
Skills
Series 7, Investments, Retirement Planning, Retirement, Series 63, Mutual Funds, Financial Planning, Leadership, Asset Allocation
Education
St. Olaf College 2001 — 2004
2004, Economics
Prior Lake High School 1996 — 2000
Charles Schwab February 2015 - Present
Fidelity Investments April 2013 - January 2015
Fidelity Investments August 2007 - May 2010
Skills
Series 7, Investments, Retirement Planning, Retirement, Series 63, Mutual Funds, Financial Planning, Leadership, Asset Allocation
Education
St. Olaf College 2001 — 2004
2004, Economics
Prior Lake High School 1996 — 2000
Rick Almanza's Charles Schwab Experience June 2014 - Present
Job at
Industry Computer Hardware
Experience
Charles Schwab June 2014 - Present
Office of the Attorney General of Texas November 2012 - Present
TMRS March 2008 - November 2012
Skills
Computer Hardware, Active Directory, Hardware, Troubleshooting, Servers, Windows Server, Windows 7, XP, Technical Support, VMware, Operating Systems, Laptops, Software Installation, Network Administration, Computer Repair, Windows, Virtualization, Linux, Printers, System Administration, Windows XP
Education
St. Edward's University 2012 — 2013
Master of Science (MS), Computer and Information Sciences, General
Texas State University-San Marcos 2000 — 2003
Bachelor of Science (BS), Computer Science
Charles Schwab June 2014 - Present
Office of the Attorney General of Texas November 2012 - Present
TMRS March 2008 - November 2012
Skills
Computer Hardware, Active Directory, Hardware, Troubleshooting, Servers, Windows Server, Windows 7, XP, Technical Support, VMware, Operating Systems, Laptops, Software Installation, Network Administration, Computer Repair, Windows, Virtualization, Linux, Printers, System Administration, Windows XP
Education
St. Edward's University 2012 — 2013
Master of Science (MS), Computer and Information Sciences, General
Texas State University-San Marcos 2000 — 2003
Bachelor of Science (BS), Computer Science
Stephen Hertenberger's Charles Schwab Experience January 2013 - August 2015
Job Inside Sales Account Manager at SHI International, Inc.
Industry Information Technology and Services
Experience
SHI International Corp. August 2015 - Present
Charles Schwab January 2013 - August 2015
University of Texas at Austin April 2011 - December 2012
University of Texas at Austin August 2010 - April 2011
Synthetic Pictures 2009 - 2009
St. Edward's University 2004 - 2009
Hilltop Views August 2007 - August 2008
Skills
Portrait Photography, Photography, Studio Lighting, Digital Photography, Dreamweaver, Editing, Film, Art, Customer Service, Social Media, Photos, Adobe Creative Suite, Microsoft Excel
Education
St. Edward's University 2004 — 2009
Bachelor of Arts, Photocommunications
SHI International Corp. August 2015 - Present
Charles Schwab January 2013 - August 2015
University of Texas at Austin April 2011 - December 2012
University of Texas at Austin August 2010 - April 2011
Synthetic Pictures 2009 - 2009
St. Edward's University 2004 - 2009
Hilltop Views August 2007 - August 2008
Skills
Portrait Photography, Photography, Studio Lighting, Digital Photography, Dreamweaver, Editing, Film, Art, Customer Service, Social Media, Photos, Adobe Creative Suite, Microsoft Excel
Education
St. Edward's University 2004 — 2009
Bachelor of Arts, Photocommunications
Ann Carender's Charles Schwab Experience November 2005 - October 2006
Job Registered Sales Associate at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus June 2009 - Present
AG EDWARDS October 2007 - June 2009
Ameriprise Financial Services, Inc. January 2007 - October 2007
Charles Schwab November 2005 - October 2006
UBS September 2000 - October 2005
Johnson Financial Advisors October 1998 - September 2000
Education
Bishop Dubourg 1978 — 1982
St. Louis Community College
Stifel Nicolaus June 2009 - Present
AG EDWARDS October 2007 - June 2009
Ameriprise Financial Services, Inc. January 2007 - October 2007
Charles Schwab November 2005 - October 2006
UBS September 2000 - October 2005
Johnson Financial Advisors October 1998 - September 2000
Education
Bishop Dubourg 1978 — 1982
St. Louis Community College
Barbara Obata's Charles Schwab Experience January 2000 - January 2002
Job Visualizer / Doer
Industry Higher Education
Experience
... 2003 - Present
Concurrently: College of Marin, CCA, Mills College September 2013 - Present
studiowabi.com April 2007 - Present
UCSF August 2013 - August 2015
bobata.com June 2004 - July 2011
Charles Schwab January 2000 - January 2002
Visa January 1997 - January 2000
Skills
Teaching, Web Development, Strategic Planning, Drawing, Public Speaking, Photoshop, Sculpture, Close Listening, UX, Prezi, Loud Laughing, Drupal, Project Management, Ceramic Sculpture, Graphic Design, PowerPoint, PHP, WordPress, Dreamweaver, CSS, CMS
Education
University of California, Santa Cruz 2015 — 2017
Interactive Media Design Certificate Program
Mills College 2011 — 2013
MFA
St. John's College (NM)
Bachelor's degree
... 2003 - Present
Concurrently: College of Marin, CCA, Mills College September 2013 - Present
studiowabi.com April 2007 - Present
UCSF August 2013 - August 2015
bobata.com June 2004 - July 2011
Charles Schwab January 2000 - January 2002
Visa January 1997 - January 2000
Skills
Teaching, Web Development, Strategic Planning, Drawing, Public Speaking, Photoshop, Sculpture, Close Listening, UX, Prezi, Loud Laughing, Drupal, Project Management, Ceramic Sculpture, Graphic Design, PowerPoint, PHP, WordPress, Dreamweaver, CSS, CMS
Education
University of California, Santa Cruz 2015 — 2017
Interactive Media Design Certificate Program
Mills College 2011 — 2013
MFA
St. John's College (NM)
Bachelor's degree
Sherri Davoren's Charles Schwab Experience 2007 - 2015
Job
Industry
Experience
Charles Schwab 2007 - 2015
Skills
Customer Service, Research, Microsoft Office, English, Microsoft Excel, Windows, PowerPoint, Microsoft Word
Education
St. John's University 1990 — 1995
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Charles Schwab 2007 - 2015
Skills
Customer Service, Research, Microsoft Office, English, Microsoft Excel, Windows, PowerPoint, Microsoft Word
Education
St. John's University 1990 — 1995
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
JOSE GARAY's Charles Schwab Experience January 1989 - October 1991
Job Principal Owner at JOSE GARAY, APLC
Industry Legal Services
Experience
JOSE GARAY, APLC January 1999 - Present
JOSE GARAY APLC January 2000 - September 2010
Charles Schwab January 1989 - October 1991
Skills
Discrimination, Litigation, Class Actions, Employment Law, Severance Negotiation, Arbitration, Civil Litigation, Trade Secrets, Severance, Alternative Dispute..., Commercial Litigation, Mediation, Legal Assistance, Torts, Personal Injury, Trial Practice, Dispute Resolution, Employment..., Legal Research, Wrongful Death, Personal Injury..., Legal Writing, Contract Negotiation, Non-compete Agreements, Depositions, Legal Issues, Conflict Resolution, Litigation Management, Employment Contracts, Negotiation, Bankruptcy, Litigation Support, Automobile Accidents, Civil Rights, Hearings
Education
Southern Methodist University Dedman School of Law 1996 — 1998
JD, Law
Stanford University 1986 — 1989
BA, Communications
Yale University 1985 — 1986
Transfer, Undeclared
JOSE GARAY, APLC January 1999 - Present
JOSE GARAY APLC January 2000 - September 2010
Charles Schwab January 1989 - October 1991
Skills
Discrimination, Litigation, Class Actions, Employment Law, Severance Negotiation, Arbitration, Civil Litigation, Trade Secrets, Severance, Alternative Dispute..., Commercial Litigation, Mediation, Legal Assistance, Torts, Personal Injury, Trial Practice, Dispute Resolution, Employment..., Legal Research, Wrongful Death, Personal Injury..., Legal Writing, Contract Negotiation, Non-compete Agreements, Depositions, Legal Issues, Conflict Resolution, Litigation Management, Employment Contracts, Negotiation, Bankruptcy, Litigation Support, Automobile Accidents, Civil Rights, Hearings
Education
Southern Methodist University Dedman School of Law 1996 — 1998
JD, Law
Stanford University 1986 — 1989
BA, Communications
Yale University 1985 — 1986
Transfer, Undeclared
Helen Drake's Charles Schwab Experience December 2000 - Present
Job Executive Assistant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 2000 - Present
Mars Venus Management Inc. 1997 - 2000
HUI/Unico in Liquidation, Inc. 1994 - 1997
Island Heritage Publishing 1992 - 1994
Education
The University of Texas at Arlington 1975 — 1976
Journalism
Southern Methodist University 1974 — 1975
Radio-TV-Film
University of North Texas 1972 — 1973
Radio-TV-Film
Charles Schwab December 2000 - Present
Mars Venus Management Inc. 1997 - 2000
HUI/Unico in Liquidation, Inc. 1994 - 1997
Island Heritage Publishing 1992 - 1994
Education
The University of Texas at Arlington 1975 — 1976
Journalism
Southern Methodist University 1974 — 1975
Radio-TV-Film
University of North Texas 1972 — 1973
Radio-TV-Film
Alexandra G. Newbury's Charles Schwab Experience August 2014 - Present
Job Project Manager Retail Web Technology at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab August 2014 - Present
Keller Williams Realty International (KWRI) December 2013 - July 2014
TEKsystems August 2013 - November 2013
Xerox Services (formerly ACS) January 2011 - August 2013
DealerVu February 2007 - January 2011
DealerVu May 2006 - February 2007
Crystal Decisions/Business Objects/SAP August 2001 - March 2006
Skills
Project Management, Cross-functional Team..., Process Improvement, CRM, Team Leadership, Management, Start-ups, MS Project, Project Portfolio..., Training, Recruiting, Performance Management, SharePoint, Software Documentation, Leadership, Project Planning, Strategy, Onboarding, Consulting, Business Strategy, Operations Management, Facilities Management, User Documentation, Human Resources, Vendor Management
Education
Harvard Business Online 2013 — 2013
Harvard Stepping Up to Management Program, Project Management
Stanford University 2008 — 2008
SCPM - Stanford Advanced Project Management Certificate, Advanced Project Management
University of British Columbia - at Okanagan 1995 — 1995
Equestrian Facilities Management & Coaching
The University of British Columbia 1992 — 1993
Bachelor of Education (B.Ed.), Education/French
University of Victoria 1985 — 1989
Bachelor of Arts (B.A.), Art History
Charles Schwab August 2014 - Present
Keller Williams Realty International (KWRI) December 2013 - July 2014
TEKsystems August 2013 - November 2013
Xerox Services (formerly ACS) January 2011 - August 2013
DealerVu February 2007 - January 2011
DealerVu May 2006 - February 2007
Crystal Decisions/Business Objects/SAP August 2001 - March 2006
Skills
Project Management, Cross-functional Team..., Process Improvement, CRM, Team Leadership, Management, Start-ups, MS Project, Project Portfolio..., Training, Recruiting, Performance Management, SharePoint, Software Documentation, Leadership, Project Planning, Strategy, Onboarding, Consulting, Business Strategy, Operations Management, Facilities Management, User Documentation, Human Resources, Vendor Management
Education
Harvard Business Online 2013 — 2013
Harvard Stepping Up to Management Program, Project Management
Stanford University 2008 — 2008
SCPM - Stanford Advanced Project Management Certificate, Advanced Project Management
University of British Columbia - at Okanagan 1995 — 1995
Equestrian Facilities Management & Coaching
The University of British Columbia 1992 — 1993
Bachelor of Education (B.Ed.), Education/French
University of Victoria 1985 — 1989
Bachelor of Arts (B.A.), Art History
Robert Papa, CFP®'s Charles Schwab Experience June 2003 - June 2014
Job Wealth Manager at McLean Asset Management Corporation
Industry Financial Services
Experience
McLean Asset Management Corporation July 2014 - Present
Charles Schwab June 2003 - June 2014
Northwestern Mutual October 2001 - June 2003
Education
Southern Methodist University 1991 — 1995
Bachelors of Business Administration, Finance, Bachelor of Arts, Economics, Economics, Accounting, Finance
McLean Asset Management Corporation July 2014 - Present
Charles Schwab June 2003 - June 2014
Northwestern Mutual October 2001 - June 2003
Education
Southern Methodist University 1991 — 1995
Bachelors of Business Administration, Finance, Bachelor of Arts, Economics, Economics, Accounting, Finance
Elizabeth Salas Evans's Charles Schwab Experience
Job Associate Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab
Education
Southern New Hampshire University
Bachelor of Science (B.S.), Finance
Charles Schwab
Education
Southern New Hampshire University
Bachelor of Science (B.S.), Finance
John Ostrand, CFP®, CTFA, CAP®'s Charles Schwab Experience 1993 - 2003
Job Vice President at The Private Client Reserve with U.S. Bank
Industry Financial Services
Experience
U.S. Bank January 2013 - Present
US Trust January 2004 - January 2013
Charles Schwab 1993 - 2003
Education
St. Cloud State University 1988 — 1992
BS
U.S. Bank January 2013 - Present
US Trust January 2004 - January 2013
Charles Schwab 1993 - 2003
Education
St. Cloud State University 1988 — 1992
BS
Junaid Gul, MBA's Charles Schwab Experience August 2007 - April 2011
Job Executive Regulatory Reporting at Macquarie Group
Industry Financial Services
Experience
Macquarie Group November 2014 - Present
Macquarie Group December 2013 - November 2014
Sentinel Trust Company February 2013 - October 2013
U.T. System - Technology Commercialization - Horizon Fund March 2012 - February 2013
Prestige Economics August 2011 - December 2011
Charles Schwab August 2007 - April 2011
Assent LLC January 2006 - August 2007
KPMG June 2004 - August 2004
KPMG June 2003 - August 2003
KPMG June 2002 - August 2002
Skills
FINRA Series 7, FINRA Series 63, Financial Analysis, Technical Analysis, Customer Service, Options Strategies, Investment Strategies, Stock Trading, Economics, Excel, PowerPoint, Corporate Finance, Series 63, Series 7, Securities, Fixed Income Analysis, New Business Development, Venture Capital, Private Equity, Market Research, Equity Research, Equity Capital Markets, Fixed Income Portfolio..., Derivatives, Alternative Investments, Ethics, Financial Modeling, Bloomberg Terminal, ThomsonOne, Microsoft Excel, Knowledge Lake, Advent, Axys, Financial Statement...
Education
American School of Kuwait
St. Edward's University; University of Texas at Austin
St. Edward's University 2010 — 2012
MBA, Corporate Finance, 3.70
The University of Texas at Austin 2000 — 2005
Bachelor of Arts, Economics
The University of Texas at Austin 2000 — 2005
Business Foundation Program Certificate - McCombs School of Business
Macquarie Group November 2014 - Present
Macquarie Group December 2013 - November 2014
Sentinel Trust Company February 2013 - October 2013
U.T. System - Technology Commercialization - Horizon Fund March 2012 - February 2013
Prestige Economics August 2011 - December 2011
Charles Schwab August 2007 - April 2011
Assent LLC January 2006 - August 2007
KPMG June 2004 - August 2004
KPMG June 2003 - August 2003
KPMG June 2002 - August 2002
Skills
FINRA Series 7, FINRA Series 63, Financial Analysis, Technical Analysis, Customer Service, Options Strategies, Investment Strategies, Stock Trading, Economics, Excel, PowerPoint, Corporate Finance, Series 63, Series 7, Securities, Fixed Income Analysis, New Business Development, Venture Capital, Private Equity, Market Research, Equity Research, Equity Capital Markets, Fixed Income Portfolio..., Derivatives, Alternative Investments, Ethics, Financial Modeling, Bloomberg Terminal, ThomsonOne, Microsoft Excel, Knowledge Lake, Advent, Axys, Financial Statement...
Education
American School of Kuwait
St. Edward's University; University of Texas at Austin
St. Edward's University 2010 — 2012
MBA, Corporate Finance, 3.70
The University of Texas at Austin 2000 — 2005
Bachelor of Arts, Economics
The University of Texas at Austin 2000 — 2005
Business Foundation Program Certificate - McCombs School of Business
Art Azua's Charles Schwab Experience July 2001 - July 2008
Job Communication Consultant at TransAmerica
Industry Financial Services
Experience
TransAmerica February 2014 - Present
Randolph Brooks Federal Credit Union June 2012 - January 2014
Diversified July 2008 - June 2012
Charles Schwab July 2001 - July 2008
The 401(k) Company April 2000 - July 2001
Fidelity Financial Services September 1999 - April 2000
Golfsmith International Inc March 1998 - September 1999
Skills
New Business Development, Management, Retirement, Mutual Funds, 401k, Investments, Pensions, Strategic Financial..., Series 63, Employee Benefits, Securities, Defined Benefit, Financial Analysis, Asset Managment, Series 7, Insurance, Retirement Planning, Investment Advisory, Risk Management, Asset Allocation
Education
St. Edward's University 1992 — 1997
Bachelors, Business Administration; Finance
TransAmerica February 2014 - Present
Randolph Brooks Federal Credit Union June 2012 - January 2014
Diversified July 2008 - June 2012
Charles Schwab July 2001 - July 2008
The 401(k) Company April 2000 - July 2001
Fidelity Financial Services September 1999 - April 2000
Golfsmith International Inc March 1998 - September 1999
Skills
New Business Development, Management, Retirement, Mutual Funds, 401k, Investments, Pensions, Strategic Financial..., Series 63, Employee Benefits, Securities, Defined Benefit, Financial Analysis, Asset Managment, Series 7, Insurance, Retirement Planning, Investment Advisory, Risk Management, Asset Allocation
Education
St. Edward's University 1992 — 1997
Bachelors, Business Administration; Finance
Tim Frazer's Charles Schwab Experience December 2000 - December 2001
Job CTO at FoodyDirect.com
Industry Information Technology and Services
Experience
FoodyDirect.com April 2012 - Present
Pivotal Labs October 2011 - March 2012
Terradatum January 2001 - May 2010
Charles Schwab December 2000 - December 2001
Charles Schwab May 1999 - December 2000
Charles Schwab April 1998 - May 1999
North Tower Technologies January 1997 - April 1998
Charles Schwab September 1995 - July 1997
Keynote Systems September 1996 - May 1997
Wells Fargo Bank January 1995 - August 1995
Skills
Unix, Start-ups, Databases, Enterprise Software, Solaris, SDLC, Database Design, Software Engineering, Software Development, Management, Oracle, Cloud Computing, Ruby on Rails, Test Driven Development, Vendor Management, Web Development, Information Technology, Object Oriented Design, Git, JavaScript, Requirements Analysis, IT Management, Java, REST, Scalability, IT Strategy, Agile Project Management, System Architecture, Web Applications, Enterprise Architecture, Software Project..., Integration, E-commerce, Agile Methodologies, Distributed Systems, Architectures
Education
St. Cloud State University 1980 — 1984
BS, Quantitative Methods and Information Systems
FoodyDirect.com April 2012 - Present
Pivotal Labs October 2011 - March 2012
Terradatum January 2001 - May 2010
Charles Schwab December 2000 - December 2001
Charles Schwab May 1999 - December 2000
Charles Schwab April 1998 - May 1999
North Tower Technologies January 1997 - April 1998
Charles Schwab September 1995 - July 1997
Keynote Systems September 1996 - May 1997
Wells Fargo Bank January 1995 - August 1995
Skills
Unix, Start-ups, Databases, Enterprise Software, Solaris, SDLC, Database Design, Software Engineering, Software Development, Management, Oracle, Cloud Computing, Ruby on Rails, Test Driven Development, Vendor Management, Web Development, Information Technology, Object Oriented Design, Git, JavaScript, Requirements Analysis, IT Management, Java, REST, Scalability, IT Strategy, Agile Project Management, System Architecture, Web Applications, Enterprise Architecture, Software Project..., Integration, E-commerce, Agile Methodologies, Distributed Systems, Architectures
Education
St. Cloud State University 1980 — 1984
BS, Quantitative Methods and Information Systems
Chris Loker's Charles Schwab Experience 2000 - 2001
Job Proprietor, Children's Book Gallery
Industry Fine Art
Experience
Children's Book Gallery 2001 - Present
Charles Schwab 2000 - 2001
Universal Studios 1999 - 2000
Levi Strauss and Co 1995 - 1999
Levi Strauss and Co 1995 - 1999
Education
Stanford University 1970 — 1972
B.A. with distinction, English Literature
Children's Book Gallery 2001 - Present
Charles Schwab 2000 - 2001
Universal Studios 1999 - 2000
Levi Strauss and Co 1995 - 1999
Levi Strauss and Co 1995 - 1999
Education
Stanford University 1970 — 1972
B.A. with distinction, English Literature
Jill Wuenschel's Charles Schwab Experience 1998 - 2010
Job Coming soon to a university near you!
Industry Events Services
Experience
UNC Campus Y, The Center for Social Justice October 2011 - August 2013
Charles Schwab 1998 - 2010
One World Incentives 1997 - 1998
Enterprise Events Group 1996 - 1997
Various Fortune 500 Companies 1992 - 1996
Creative Marketing Incentives April 1991 - August 1992
Skills
Event Management
Education
Southern Methodist University 1985 — 1989
BA, Foreign Language
UNC Campus Y, The Center for Social Justice October 2011 - August 2013
Charles Schwab 1998 - 2010
One World Incentives 1997 - 1998
Enterprise Events Group 1996 - 1997
Various Fortune 500 Companies 1992 - 1996
Creative Marketing Incentives April 1991 - August 1992
Skills
Event Management
Education
Southern Methodist University 1985 — 1989
BA, Foreign Language
Yulia V. Young's Charles Schwab Experience July 2012 - February 2013
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch, Morgan Stanley, Prime Wealth Strategies (WFG) 2013 - Present
Charles Schwab July 2012 - February 2013
Merrill Lynch 2013 - 2013
Morgan Stanley Wealth Management 2013 - 2013
VALIC January 2012 - July 2012
Fidelity Investments September 2000 - February 2011
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Retirement, Investments, 401k, Asset Allocation, Uniform Combined State..., Strategic Financial..., Wealth Management, Fixed Annuities, Investment Advisory, Asset Management, Equities, Project Management, Risk Management, Series 65, Securities, Alternative Investments, Series 6, Series 24, Financial Advisory, FINRA, Strategy, Investment Strategies, Financial Services, Financial Planning
Education
St. Edward's University 1995 — 1997
BBA, Business Management, Marketing, Linguistics
The University of Texas at Austin 1993 — 1995
Business Administration and Management, General
Merrill Lynch, Morgan Stanley, Prime Wealth Strategies (WFG) 2013 - Present
Charles Schwab July 2012 - February 2013
Merrill Lynch 2013 - 2013
Morgan Stanley Wealth Management 2013 - 2013
VALIC January 2012 - July 2012
Fidelity Investments September 2000 - February 2011
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Retirement, Investments, 401k, Asset Allocation, Uniform Combined State..., Strategic Financial..., Wealth Management, Fixed Annuities, Investment Advisory, Asset Management, Equities, Project Management, Risk Management, Series 65, Securities, Alternative Investments, Series 6, Series 24, Financial Advisory, FINRA, Strategy, Investment Strategies, Financial Services, Financial Planning
Education
St. Edward's University 1995 — 1997
BBA, Business Management, Marketing, Linguistics
The University of Texas at Austin 1993 — 1995
Business Administration and Management, General
Sara Turley's Charles Schwab Experience January 2002 - January 2004
Job XBRL Specialist at RR Donnelley
Industry Financial Services
Experience
RR Donnelly January 2012 - Present
Wells Fargo Advisors November 2009 - October 2011
BICKFORD & ASSOCIATES January 2007 - January 2009
MICROSOFT LICENSING-KMS 2006 - 2007
SMITH BARNEY January 2004 - January 2005
Charles Schwab January 2002 - January 2004
Charles Schwab July 1999 - July 2002
Skills
Accounting, Analysis, Auditing, Finance, Financial Analysis, Financial Reporting, Forecasting, Management, Strategic Financial..., Credit, Investments, Accounts Payable, Financial Risk, Financial Statements, Financial Planning, Process Improvement, Microsoft Office, Customer Service, Banking, Project Management, Risk Management, Microsoft Word, Leadership
Education
St. Cloud State University
BES, International Relations/Finance
RR Donnelly January 2012 - Present
Wells Fargo Advisors November 2009 - October 2011
BICKFORD & ASSOCIATES January 2007 - January 2009
MICROSOFT LICENSING-KMS 2006 - 2007
SMITH BARNEY January 2004 - January 2005
Charles Schwab January 2002 - January 2004
Charles Schwab July 1999 - July 2002
Skills
Accounting, Analysis, Auditing, Finance, Financial Analysis, Financial Reporting, Forecasting, Management, Strategic Financial..., Credit, Investments, Accounts Payable, Financial Risk, Financial Statements, Financial Planning, Process Improvement, Microsoft Office, Customer Service, Banking, Project Management, Risk Management, Microsoft Word, Leadership
Education
St. Cloud State University
BES, International Relations/Finance
Elisa Reyna's Charles Schwab Experience January 2011 - Present
Job Sr. Client Service Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2011 - Present
Charles Schwab October 2004 - January 2011
Invesco January 2001 - September 2004
Skills
QKA, QPA, Retirement Planning, Client Services, 401k, Retirement, Qualified Retirement..., Defined Contribution, ERISA, Pensions, Employee Benefits, Process Improvement, Asset Allocation
Education
St. Edward's University 2008 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Charles Schwab January 2011 - Present
Charles Schwab October 2004 - January 2011
Invesco January 2001 - September 2004
Skills
QKA, QPA, Retirement Planning, Client Services, 401k, Retirement, Qualified Retirement..., Defined Contribution, ERISA, Pensions, Employee Benefits, Process Improvement, Asset Allocation
Education
St. Edward's University 2008 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
ron rowan's Charles Schwab Experience May 1996 - December 2002
Job Options and Margins Specialist at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price May 2005 - Present
Charles Schwab May 1996 - December 2002
Skills
Asset Management, Asset Allocation, Bloomberg, Alternative Investments, Portfolio Management, Investment Strategies, Hedge Funds, Securities, Investment Management, Equity Research, Financial Modeling, Valuation, Wealth Management, Retirement Planning
Education
St. Francis College
Bachelor of Science (BS), Business Managment
T. Rowe Price May 2005 - Present
Charles Schwab May 1996 - December 2002
Skills
Asset Management, Asset Allocation, Bloomberg, Alternative Investments, Portfolio Management, Investment Strategies, Hedge Funds, Securities, Investment Management, Equity Research, Financial Modeling, Valuation, Wealth Management, Retirement Planning
Education
St. Francis College
Bachelor of Science (BS), Business Managment
Julie Lambert's Charles Schwab Experience June 2014 - Present
Job Vice President Branch Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2014 - Present
Fidelity Investments November 2008 - June 2014
Fidelity Investments July 2002 - November 2008
Fidelity Investments December 1992 - July 2002
Education
Southern Methodist University - Cox School of Business
Master of Business Administration (MBA), Business Administration and Management, General
The University of Texas at Dallas
BS, Molecular Biology
Charles Schwab June 2014 - Present
Fidelity Investments November 2008 - June 2014
Fidelity Investments July 2002 - November 2008
Fidelity Investments December 1992 - July 2002
Education
Southern Methodist University - Cox School of Business
Master of Business Administration (MBA), Business Administration and Management, General
The University of Texas at Dallas
BS, Molecular Biology
Siri Pandanaboina's Charles Schwab Experience June 2009 - April 2011
Job QA Automation Engineer at Federal Reserve Bank of San Francisco
Industry Computer Software
Experience
Federal Reserve Bank of San Francisco November 2013 - Present
Anira Solutions Inc May 2011 - September 2013
Charles Schwab June 2009 - April 2011
Emory Healthcare December 2007 - May 2009
Education
Sri Venkateswara University 2000 — 2004
Bachelor's Degree, Electrical, Electronics and Communications Engineering
Federal Reserve Bank of San Francisco November 2013 - Present
Anira Solutions Inc May 2011 - September 2013
Charles Schwab June 2009 - April 2011
Emory Healthcare December 2007 - May 2009
Education
Sri Venkateswara University 2000 — 2004
Bachelor's Degree, Electrical, Electronics and Communications Engineering
Brett Decker II's Charles Schwab Experience June 2015 - Present
Job at
Industry Financial Services
Experience
Charles Schwab June 2015 - Present
Charles Schwab June 2012 - June 2015
DeVry University June 2011 - June 2012
Best Buy December 2005 - June 2011
Skills
Series 7, Portfolio Management, Financial Services, Relationship Management, Finance
Education
St. Petersburg College 2008 — 2011
Bachelor of Science (BS), Business Administration and Management, General
Charles Schwab June 2015 - Present
Charles Schwab June 2012 - June 2015
DeVry University June 2011 - June 2012
Best Buy December 2005 - June 2011
Skills
Series 7, Portfolio Management, Financial Services, Relationship Management, Finance
Education
St. Petersburg College 2008 — 2011
Bachelor of Science (BS), Business Administration and Management, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank