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
Art Brunson, CFP® Art Brunson, CFP®'s Charles Schwab Experience November 1997 - October 2005
Job Investment Manager & Owner, ADB Capital Management
Industry Financial Services
Experience
ADB Capital Management 2005 - Present
Charles Schwab November 1997 - October 2005
Fidelity Investments March 1986 - October 1997
Skills
Asset Management, Financial Planning, Retirement Plan..., Retirement Planning, Investment Advisory, Qualified Retirement..., Strategic Financial..., Asset Managment, Wealth Management
Education
Stephen F. Austin State University 1981 — 1985
BBA
ADB Capital Management 2005 - Present
Charles Schwab November 1997 - October 2005
Fidelity Investments March 1986 - October 1997
Skills
Asset Management, Financial Planning, Retirement Plan..., Retirement Planning, Investment Advisory, Qualified Retirement..., Strategic Financial..., Asset Managment, Wealth Management
Education
Stephen F. Austin State University 1981 — 1985
BBA
Bradford Kerr Bradford Kerr's Charles Schwab Experience June 2014 - Present
Job Relationship Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2014 - Present
Med-Care Diabetic & Respiratory Supply December 2010 - August 2012
Skills
Customer Service, Microsoft Excel, Strategy, Retail, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Research, Event Planning, Public Speaking, Leadership, Social Networking, Facebook, Bloomberg Terminal, Teamwork, Time Management, Team Leadership, Management, Financial Analysis, Fashion, Sales, Budgets, Finance
Education
Stetson University 2010 — 2014
Bachelor of Business, Finance
Charles Schwab June 2014 - Present
Med-Care Diabetic & Respiratory Supply December 2010 - August 2012
Skills
Customer Service, Microsoft Excel, Strategy, Retail, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Research, Event Planning, Public Speaking, Leadership, Social Networking, Facebook, Bloomberg Terminal, Teamwork, Time Management, Team Leadership, Management, Financial Analysis, Fashion, Sales, Budgets, Finance
Education
Stetson University 2010 — 2014
Bachelor of Business, Finance
Bridger Lowder's Charles Schwab Experience February 2000 - November 2001
Job Data Center Engineer at Bedroc, Inc.
Industry Hospital & Health Care
Experience
Bedroc, Inc. April 2015 - Present
e+CancerCare August 2013 - April 2015
Alive Hospice November 2011 - August 2013
LT Computer Systems May 2008 - October 2011
Millennium Technology Group May 2006 - April 2008
PMH Resources August 2005 - May 2006
AIG July 2003 - July 2005
TD Ameritrade January 2002 - July 2003
Charles Schwab February 2000 - November 2001
Skills
VMware, EMC SANs, Microsoft Windows Server, Microsoft SQL Server, Active Directory, Microsoft Exchange, Exchange ActiveSync, Network Administration, Cisco Technologies, Microsoft Windows, Powershell, Visual C++, Microsoft Office, Visual C#, HTML 5, Silverlight, Java, JavaScript, Adobe Acrobat, Great Plains Software, BMC Remedy, Numara Track-It, PeopleSoft, Kaspersky, Data Recovery, Mobile Devices, Laptop Repair, Desktop Repair, Technical Support, Windows 7, Help Desk Support, Windows Server, Server Administration, XP, Networking, Computer Repair, A+ Certified, Antivirus, Dell Computers, Windows, Group Policy, Microsoft Certified..., Windows XP, Data Center, Management, Customer Service
Education
Stetson University
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Valencia Community College
Associate of Arts (AA), General Studies
Bedroc, Inc. April 2015 - Present
e+CancerCare August 2013 - April 2015
Alive Hospice November 2011 - August 2013
LT Computer Systems May 2008 - October 2011
Millennium Technology Group May 2006 - April 2008
PMH Resources August 2005 - May 2006
AIG July 2003 - July 2005
TD Ameritrade January 2002 - July 2003
Charles Schwab February 2000 - November 2001
Skills
VMware, EMC SANs, Microsoft Windows Server, Microsoft SQL Server, Active Directory, Microsoft Exchange, Exchange ActiveSync, Network Administration, Cisco Technologies, Microsoft Windows, Powershell, Visual C++, Microsoft Office, Visual C#, HTML 5, Silverlight, Java, JavaScript, Adobe Acrobat, Great Plains Software, BMC Remedy, Numara Track-It, PeopleSoft, Kaspersky, Data Recovery, Mobile Devices, Laptop Repair, Desktop Repair, Technical Support, Windows 7, Help Desk Support, Windows Server, Server Administration, XP, Networking, Computer Repair, A+ Certified, Antivirus, Dell Computers, Windows, Group Policy, Microsoft Certified..., Windows XP, Data Center, Management, Customer Service
Education
Stetson University
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Valencia Community College
Associate of Arts (AA), General Studies
Gerrard Raymond Gerrard Raymond's Charles Schwab Experience March 2013 - Present
Job Relationship Specialist at Charles Schwab
Industry Marketing and Advertising
Experience
Charles Schwab March 2013 - Present
Health First October 2012 - March 2013
Bank of America November 2007 - October 2012
Skills
Strong leadership and..., Vision driven and goal..., Organized and attentive..., Thrives in working..., Customer Service, Healthcare, Outlook, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Insurance, Leadership, Access, Data Entry, Data Analysis, Management, Sales, Time Management
Education
University of South Florida 2010 — 2012
Bachelor's degree, Marketing/Marketing Management, General
State College of Florida-Manatee-Sarasota 2007 — 2010
Associate of Arts (A.A.), General Studies
Charles Schwab March 2013 - Present
Health First October 2012 - March 2013
Bank of America November 2007 - October 2012
Skills
Strong leadership and..., Vision driven and goal..., Organized and attentive..., Thrives in working..., Customer Service, Healthcare, Outlook, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Insurance, Leadership, Access, Data Entry, Data Analysis, Management, Sales, Time Management
Education
University of South Florida 2010 — 2012
Bachelor's degree, Marketing/Marketing Management, General
State College of Florida-Manatee-Sarasota 2007 — 2010
Associate of Arts (A.A.), General Studies
Ben Millar, MBA's Charles Schwab Experience January 2012 - Present
Job Technologies Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2012 - Present
Ben Millar, Co. June 2011 - December 2011
Front Row Marketing Services - Comcast September 2010 - June 2011
Insurance House June 2010 - September 2010
Stetson University November 2008 - March 2010
Skills
Public Speaking, Entrepreneurship, Customer Service, Event Management, Research, Writing, Microsoft Office, Fundraising, Financial Analysis, Media Relations, Inventory Management
Education
Stetson University 2009 — 2010
MBA, Accounting, E-Commerce, Finance, Management, Marketing, Strategic Management, Venture Capital
Stetson University 2004 — 2008
BBA, Business Administration
Mt. Ararat High School 2000 — 2004
Diploma
Charles Schwab January 2012 - Present
Ben Millar, Co. June 2011 - December 2011
Front Row Marketing Services - Comcast September 2010 - June 2011
Insurance House June 2010 - September 2010
Stetson University November 2008 - March 2010
Skills
Public Speaking, Entrepreneurship, Customer Service, Event Management, Research, Writing, Microsoft Office, Fundraising, Financial Analysis, Media Relations, Inventory Management
Education
Stetson University 2009 — 2010
MBA, Accounting, E-Commerce, Finance, Management, Marketing, Strategic Management, Venture Capital
Stetson University 2004 — 2008
BBA, Business Administration
Mt. Ararat High School 2000 — 2004
Diploma
Darrell Panozzo's Charles Schwab Experience March 1999 - June 2004
Job Vice President of Advice & Client Development at Citi
Industry Financial Services
Experience
Citi January 2008 - Present
Citi February 2007 - January 2008
Charles Schwab March 1999 - June 2004
Skills
Microsoft Excel, Databases, Data Analysis, Salesforce.com, Process Improvement, Sales Process, Process Engineering, Problem Solving, Operational Efficiency, Sales Effectiveness, Communication Skills, Strategic Planning, Business Strategy, Business Process..., Business Development, Exceptional Listener, Comprehensive Planning, Sales Management, Team Leadership, Wealth Management, Investments, Equities, Leadership, Analysis, Banking, Budgets, Business Analysis, Business Planning, Credit, Executive Management, Financial Analysis, Financial Services, Forecasting, Hedge Funds, Management, Portfolio Management, Relationship Management, Risk Management, Sales, Securities, Series 7, Strategic Financial..., Strategy, Trading
Education
Stephen F. Austin State University 1993 — 1997
Bachelor of Business Administration (BBA), Finance
Citi January 2008 - Present
Citi February 2007 - January 2008
Charles Schwab March 1999 - June 2004
Skills
Microsoft Excel, Databases, Data Analysis, Salesforce.com, Process Improvement, Sales Process, Process Engineering, Problem Solving, Operational Efficiency, Sales Effectiveness, Communication Skills, Strategic Planning, Business Strategy, Business Process..., Business Development, Exceptional Listener, Comprehensive Planning, Sales Management, Team Leadership, Wealth Management, Investments, Equities, Leadership, Analysis, Banking, Budgets, Business Analysis, Business Planning, Credit, Executive Management, Financial Analysis, Financial Services, Forecasting, Hedge Funds, Management, Portfolio Management, Relationship Management, Risk Management, Sales, Securities, Series 7, Strategic Financial..., Strategy, Trading
Education
Stephen F. Austin State University 1993 — 1997
Bachelor of Business Administration (BBA), Finance
Roxanna Louros Roxanna Louros's Charles Schwab Experience 1987 - 1997
Job
Industry Education Management
Experience
Kaplan University/ Washington Post August 2006 - Present
eWay Corp 2008 - 2015
merrill Lynch and various others May 1979 - 2007
Charles Schwab 1987 - 1997
Sofitel Luxury Hotels and Resorts 1977 - 1979
Skills
Teaching, Coaching, Public Speaking, Staff Development, Higher Education, Research, Electronic Trading, Market Research, Equity Trading, Career Counseling, Workshop Facilitation, Curriculum Development, Training, Fundraising, Leadership Development, Equities, Trading, Investments, Capital Markets
Education
SUNY Oneonta
Bachelor of Arts (B.A.)
L'institut de Tourraine 1975 — 1976
French languaage/literature
University of Denver 1972 — 1973
Kaplan University/ Washington Post August 2006 - Present
eWay Corp 2008 - 2015
merrill Lynch and various others May 1979 - 2007
Charles Schwab 1987 - 1997
Sofitel Luxury Hotels and Resorts 1977 - 1979
Skills
Teaching, Coaching, Public Speaking, Staff Development, Higher Education, Research, Electronic Trading, Market Research, Equity Trading, Career Counseling, Workshop Facilitation, Curriculum Development, Training, Fundraising, Leadership Development, Equities, Trading, Investments, Capital Markets
Education
SUNY Oneonta
Bachelor of Arts (B.A.)
L'institut de Tourraine 1975 — 1976
French languaage/literature
University of Denver 1972 — 1973
Nick Vargas Nick Vargas's Charles Schwab Experience November 2000 - December 2012
Job Promotions Manager at 18th St. Bar INC
Industry Financial Services
Experience
18th St. Bar INC March 2013 - Present
Vargas Weddings May 2012 - Present
Charles Schwab November 2000 - December 2012
Stanford University June 1999 - September 2000
Skills
Wealth Management, Investment Advisory, Investments, Series 7, Retirement, Retirement Planning, Group Dynamics, Promoters, Creative Problem Solving, Customer Service, Sales, Event Planning, Event Management, Uniform Combined State..., Mortgage Lending, Series 63, Social Media, Leadership, Management, Marketing Strategy, Project Management, Public Speaking
Education
Stanford University 1995 — 1999
B.A., Psychology
University of California, Berkeley 2010 — 2012
Certificate in Personal Financial Planning, Personal Finance
18th St. Bar INC March 2013 - Present
Vargas Weddings May 2012 - Present
Charles Schwab November 2000 - December 2012
Stanford University June 1999 - September 2000
Skills
Wealth Management, Investment Advisory, Investments, Series 7, Retirement, Retirement Planning, Group Dynamics, Promoters, Creative Problem Solving, Customer Service, Sales, Event Planning, Event Management, Uniform Combined State..., Mortgage Lending, Series 63, Social Media, Leadership, Management, Marketing Strategy, Project Management, Public Speaking
Education
Stanford University 1995 — 1999
B.A., Psychology
University of California, Berkeley 2010 — 2012
Certificate in Personal Financial Planning, Personal Finance
Donna Goldberg Donna Goldberg's Charles Schwab Experience 2004 - 2004
Job Licensed Realtor and Senior Technology Consultant
Industry Real Estate
Experience
Realty ONE Group BMC Associates May 2014 - Present
Safeway September 2011 - Present
Gray Roost Inc September 2013 - May 2014
BMC Real Estate 2011 - 2013
Wells Fargo 2011 - 2011
Keller Williams Real Estate 2008 - 2011
Federal Home Loan Bank 2007 - 2008
1FB USA 2004 - 2007
Charles Schwab 2004 - 2004
PG&E 2002 - 2004
Skills
Real Estate, Project Management, Program Management, PMO, Process Improvement, Vendor Management, Relationship Management, Real Property, Budgets, Real Estate Economics, Integration, Real Estate Transactions, Investment Properties, Cross-functional Team..., Asset Managment, Sellers, Leadership, Team Building, Real Estate Development, Investments, Investors, Selling, Rentals, Single Family Homes, Buyers, Property, Buyer Representation, Residential Homes, Loans, First Time Home Buyers
Education
State University of New York College at Oneonta 1973 — 1977
BA
University of California, Davis
Realty ONE Group BMC Associates May 2014 - Present
Safeway September 2011 - Present
Gray Roost Inc September 2013 - May 2014
BMC Real Estate 2011 - 2013
Wells Fargo 2011 - 2011
Keller Williams Real Estate 2008 - 2011
Federal Home Loan Bank 2007 - 2008
1FB USA 2004 - 2007
Charles Schwab 2004 - 2004
PG&E 2002 - 2004
Skills
Real Estate, Project Management, Program Management, PMO, Process Improvement, Vendor Management, Relationship Management, Real Property, Budgets, Real Estate Economics, Integration, Real Estate Transactions, Investment Properties, Cross-functional Team..., Asset Managment, Sellers, Leadership, Team Building, Real Estate Development, Investments, Investors, Selling, Rentals, Single Family Homes, Buyers, Property, Buyer Representation, Residential Homes, Loans, First Time Home Buyers
Education
State University of New York College at Oneonta 1973 — 1977
BA
University of California, Davis
Michael Gordon Michael Gordon's Charles Schwab Experience April 2015 - Present
Job Sourcing Advisor | Talent Acquisition (Contract via Randstadt) at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2015 - Present
FAIRWINDS Credit Union May 2014 - December 2014
SunTrust Bank February 2013 - November 2013
Bank of America January 2005 - November 2011
Contract Recruiter - Bank of America September 2004 - January 2005
Management Services Group, Inc. January 1995 - August 2004
Skills
Full-cycle Recruiting, Talent Acquisition, Talent Assessment, Onboarding, Executive Search, Interviewing, Technical Recruiting, Sourcing, Diversity Recruitment, Internet Recruiting, Compensation, Recruitment/Retention, Sales Recruitment, Employee Engagement, Process Development, Training & Development, Group Presentations, Client Relationship..., Performance Management, Recruiting, Talent Management, Finance, Interviews, Deferred Compensation, Leadership, Organizational..., Applicant Tracking...
Education
State University of New York College at Oswego 1981 — 1985
BA, Communications
Charles Schwab April 2015 - Present
FAIRWINDS Credit Union May 2014 - December 2014
SunTrust Bank February 2013 - November 2013
Bank of America January 2005 - November 2011
Contract Recruiter - Bank of America September 2004 - January 2005
Management Services Group, Inc. January 1995 - August 2004
Skills
Full-cycle Recruiting, Talent Acquisition, Talent Assessment, Onboarding, Executive Search, Interviewing, Technical Recruiting, Sourcing, Diversity Recruitment, Internet Recruiting, Compensation, Recruitment/Retention, Sales Recruitment, Employee Engagement, Process Development, Training & Development, Group Presentations, Client Relationship..., Performance Management, Recruiting, Talent Management, Finance, Interviews, Deferred Compensation, Leadership, Organizational..., Applicant Tracking...
Education
State University of New York College at Oswego 1981 — 1985
BA, Communications
Greg Valinet Greg Valinet's Charles Schwab Experience January 1991 - January 1993
Job Owner, Valley Development
Industry Investment Management
Experience
Valley Development August 1994 - Present
Charles Schwab January 1991 - January 1993
NWQ Investments January 1990 - January 1991
Ashfield Investment Management January 1986 - January 1990
Skills
Portfolio Management, Start-ups, Equity Research, Private Equity
Education
Stanford University Graduate School of Business 1984 — 1986
MBA, Finance
University of Chicago 1979 — 1983
BA, Economics
Valley Development August 1994 - Present
Charles Schwab January 1991 - January 1993
NWQ Investments January 1990 - January 1991
Ashfield Investment Management January 1986 - January 1990
Skills
Portfolio Management, Start-ups, Equity Research, Private Equity
Education
Stanford University Graduate School of Business 1984 — 1986
MBA, Finance
University of Chicago 1979 — 1983
BA, Economics
Jan Hier-King Jan Hier-King's Charles Schwab Experience 2008 - October 2011
Job Entrepreneur & Board Member
Industry Financial Services
Experience
Bicycle Financial, Inc. January 2012 - Present
CorpU November 2012 - Present
Charles Schwab 2008 - October 2011
Charles Schwab 2007 - 2008
Charles Schwab 2004 - 2007
Charles Schwab 2002 - 2003
Charles Schwab 2000 - 2002
Charles Schwab 1998 - 2000
Charles Schwab 1995 - 1998
Charles Schwab 1994 - 1995
Education
Syracuse University
BA, Economics
Syracuse University - Maxwell School of Citizenship and Public Affairs
MA, Economics
Bicycle Financial, Inc. January 2012 - Present
CorpU November 2012 - Present
Charles Schwab 2008 - October 2011
Charles Schwab 2007 - 2008
Charles Schwab 2004 - 2007
Charles Schwab 2002 - 2003
Charles Schwab 2000 - 2002
Charles Schwab 1998 - 2000
Charles Schwab 1995 - 1998
Charles Schwab 1994 - 1995
Education
Syracuse University
BA, Economics
Syracuse University - Maxwell School of Citizenship and Public Affairs
MA, Economics
Bruce Burgess Bruce Burgess's Charles Schwab Experience June 2006 - March 2012
Job Director, Corporate Sales at Q4 Web Systems
Industry Financial Services
Experience
Q4 Web Systems June 2014 - Present
NASDAQ OMX March 2012 - June 2014
Charles Schwab June 2006 - March 2012
Skills
Equities, Portfolio Management, Investments, Capital Markets, Business Strategy
Education
Stonehill College 1987 — 1991
BA - Public Administration, Economics/Business Administraton
Q4 Web Systems June 2014 - Present
NASDAQ OMX March 2012 - June 2014
Charles Schwab June 2006 - March 2012
Skills
Equities, Portfolio Management, Investments, Capital Markets, Business Strategy
Education
Stonehill College 1987 — 1991
BA - Public Administration, Economics/Business Administraton
David Bartenwerfer David Bartenwerfer's Charles Schwab Experience 2004 - 2006
Job Founder at Quantum Consulting and Technology
Industry Management Consulting
Experience
Earth2Orbit January 2015 - Present
Quantum Consulting and Technology 2004 - Present
Abacus Capital Management 2009 - 2012
Charles Schwab 2004 - 2006
Vignette/Intraspect Software 2001 - 2003
Webvan Group 1999 - 2001
TenFold Corp 1998 - 1999
The Boston Consulting Group 1994 - 1998
SRA International 1989 - 1993
Skills
Strategic Planning, Public Speaking, Business Strategy, Marketing Strategy, Business Development, Management, Management Consulting, Microsoft Excel, Project Management, Start-ups, Program Management, Customer Service, Mergers & Acquisitions, Leadership, Strategy, Social Media, Change Management, New Business Development, Microsoft Word, Entrepreneurship, Team Building, Research, Marketing, Strategy Consulting, Predictive Analytics..., Emerging and Advanced..., Advanced Analytics, Product Management, Product Marketing, Sales & Marketing..., Productivity Improvement, Complex Financial,..., Infrastructure..., Marketing & Sales...
Education
Stanford University Graduate School of Business 1993 — 1995
Masters of Business Administration, Marketing, Finance
University of Virginia 1985 — 1989
BS Systems Engineering, Applied Mathematics, Economics
Earth2Orbit January 2015 - Present
Quantum Consulting and Technology 2004 - Present
Abacus Capital Management 2009 - 2012
Charles Schwab 2004 - 2006
Vignette/Intraspect Software 2001 - 2003
Webvan Group 1999 - 2001
TenFold Corp 1998 - 1999
The Boston Consulting Group 1994 - 1998
SRA International 1989 - 1993
Skills
Strategic Planning, Public Speaking, Business Strategy, Marketing Strategy, Business Development, Management, Management Consulting, Microsoft Excel, Project Management, Start-ups, Program Management, Customer Service, Mergers & Acquisitions, Leadership, Strategy, Social Media, Change Management, New Business Development, Microsoft Word, Entrepreneurship, Team Building, Research, Marketing, Strategy Consulting, Predictive Analytics..., Emerging and Advanced..., Advanced Analytics, Product Management, Product Marketing, Sales & Marketing..., Productivity Improvement, Complex Financial,..., Infrastructure..., Marketing & Sales...
Education
Stanford University Graduate School of Business 1993 — 1995
Masters of Business Administration, Marketing, Finance
University of Virginia 1985 — 1989
BS Systems Engineering, Applied Mathematics, Economics
Leslie Nichols, PHR Leslie Nichols, PHR's Charles Schwab Experience February 2015 - Present
Job Talent Advisor at Charles Schwab
Industry Staffing and Recruiting
Experience
Charles Schwab February 2015 - Present
First Command Financial Services, Inc November 2010 - January 2015
First Command Financial Services, Inc September 2008 - November 2010
First Command Financial Services June 2006 - September 2008
Education
Stephen F. Austin State University 1997 — 2001
Bachelor of Business Administration (BBA), International Business
Charles Schwab February 2015 - Present
First Command Financial Services, Inc November 2010 - January 2015
First Command Financial Services, Inc September 2008 - November 2010
First Command Financial Services June 2006 - September 2008
Education
Stephen F. Austin State University 1997 — 2001
Bachelor of Business Administration (BBA), International Business
Jason Konopaske's Charles Schwab Experience October 2010 - August 2011
Job Mortgage Loan Officer at Bank of America NMLS ID: 999021
Industry Financial Services
Experience
Bank of America August 2014 - Present
Veritas Funding April 2014 - June 2014
American Mortgage and Equity Consultants, Inc. January 2014 - April 2014
Arizona Wholesale Mortgage, Inc May 2013 - January 2014
Hunter Financial Group December 2012 - May 2013
USAA August 2011 - July 2012
Charles Schwab October 2010 - August 2011
Empire Asset Management Group May 2008 - October 2010
Skills
Investments, Residential Mortgages, Series 7, Series 63, Loan Origination, Encompass, Reuters, Microsoft Office 2007, ETFs, Mutual Funds, Technical Analysis, Fundamental Analysis, Options, Options Strategies, QuickBooks, Gretl, Statistical Data..., Brokerage, Margin, College Education..., Retirement Planning, Personal Financial..., First Time Home Buyers, Refinance, Investment Properties, FHA, VA loans, Mortgage Banking, Finance, Real Estate, Portfolio Management, Real Estate Financing
Education
SUNY Plattsburgh 2006 — 2010
Bachelor's degree, Finance and Business with Minors in Accounting and Economics
Bank of America August 2014 - Present
Veritas Funding April 2014 - June 2014
American Mortgage and Equity Consultants, Inc. January 2014 - April 2014
Arizona Wholesale Mortgage, Inc May 2013 - January 2014
Hunter Financial Group December 2012 - May 2013
USAA August 2011 - July 2012
Charles Schwab October 2010 - August 2011
Empire Asset Management Group May 2008 - October 2010
Skills
Investments, Residential Mortgages, Series 7, Series 63, Loan Origination, Encompass, Reuters, Microsoft Office 2007, ETFs, Mutual Funds, Technical Analysis, Fundamental Analysis, Options, Options Strategies, QuickBooks, Gretl, Statistical Data..., Brokerage, Margin, College Education..., Retirement Planning, Personal Financial..., First Time Home Buyers, Refinance, Investment Properties, FHA, VA loans, Mortgage Banking, Finance, Real Estate, Portfolio Management, Real Estate Financing
Education
SUNY Plattsburgh 2006 — 2010
Bachelor's degree, Finance and Business with Minors in Accounting and Economics
Saahil Shenoy Saahil Shenoy's Charles Schwab Experience June 2011 - August 2011
Job Risk Analyst
Industry Computer Software
Experience
Charles Schwab June 2011 - August 2011
Skills
Research, Physics, Statistics, Machine Learning, Numerical Analysis, Simulations
Education
Stanford University 2010 — 2016
PhD, Physics
University of California, Santa Cruz 2007 — 2010
BS & MS, Particle Physics
Charles Schwab June 2011 - August 2011
Skills
Research, Physics, Statistics, Machine Learning, Numerical Analysis, Simulations
Education
Stanford University 2010 — 2016
PhD, Physics
University of California, Santa Cruz 2007 — 2010
BS & MS, Particle Physics
Stephanie Doyle Stephanie Doyle's Charles Schwab Experience April 1997 - August 2005
Job Investment Advisor at Stephanie E Doyle Investment Management
Industry Investment Management
Experience
Stephanie E. Doyle Investment Management November 2005 - Present
Charles Schwab April 1997 - August 2005
Fidelity Investments September 1995 - May 1997
Gulf & Basco July 1994 - August 1995
Dickinson & Company 1993 - 1994
Skills
Strategic Planning, Asset Allocation, Investment Strategies, Investment Advisory, Sales, Investment Management, Mutual Funds, Wealth Management, Bonds, Investments, Retirement Planning, Finance, Risk Management
Education
Stephen F. Austin State University 1991 — 1993
BBA, Finance
Stephanie E. Doyle Investment Management November 2005 - Present
Charles Schwab April 1997 - August 2005
Fidelity Investments September 1995 - May 1997
Gulf & Basco July 1994 - August 1995
Dickinson & Company 1993 - 1994
Skills
Strategic Planning, Asset Allocation, Investment Strategies, Investment Advisory, Sales, Investment Management, Mutual Funds, Wealth Management, Bonds, Investments, Retirement Planning, Finance, Risk Management
Education
Stephen F. Austin State University 1991 — 1993
BBA, Finance
Lee Leonhart Lee Leonhart's Charles Schwab Experience May 2012 - Present
Job Managing Director, Executive Recruiting at Charles Schwab
Industry Management Consulting
Experience
Charles Schwab May 2012 - Present
J. Robert Scott January 2011 - March 2012
Spencer Stuart July 1995 - January 2011
A. T. Kearney Executive Search 1992 - 1994
O'Rourke Comanies 1987 - 1992
Education
Stephen F. Austin State University 1984 — 1987
Bachelor of Business Administration (B.B.A.)
Charles Schwab May 2012 - Present
J. Robert Scott January 2011 - March 2012
Spencer Stuart July 1995 - January 2011
A. T. Kearney Executive Search 1992 - 1994
O'Rourke Comanies 1987 - 1992
Education
Stephen F. Austin State University 1984 — 1987
Bachelor of Business Administration (B.B.A.)
Sarah Valente Sarah Valente's Charles Schwab Experience November 2012 - Present
Job Senior Manager, Business Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2012 - Present
Charles Schwab June 2011 - November 2012
Charles Schwab April 2007 - June 2011
Charles Schwab February 2003 - April 2007
Merrill Lynch September 2001 - June 2003
Putnam Investments May 1999 - September 2001
Skills
Series 7, Series 63, Series 9/10, Business Analysis, FINRA, Financial Services, Risk Management, Banking, Financial Analysis, Financial Risk, Investments, Mutual Funds, Relationship Management, Securities, Equities, Process Improvement, Project Management
Education
State University of New York College at Oswego 1995 — 1999
Bachelor of Science (B.S.), Business Administration and Management, General
Charles Schwab November 2012 - Present
Charles Schwab June 2011 - November 2012
Charles Schwab April 2007 - June 2011
Charles Schwab February 2003 - April 2007
Merrill Lynch September 2001 - June 2003
Putnam Investments May 1999 - September 2001
Skills
Series 7, Series 63, Series 9/10, Business Analysis, FINRA, Financial Services, Risk Management, Banking, Financial Analysis, Financial Risk, Investments, Mutual Funds, Relationship Management, Securities, Equities, Process Improvement, Project Management
Education
State University of New York College at Oswego 1995 — 1999
Bachelor of Science (B.S.), Business Administration and Management, General
Leslie Shane's Charles Schwab Experience June 2007 - June 2008
Job Project Manager at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo (Technology & Operations Group) September 2014 - Present
Future State Inc. February 2014 - April 2014
Cisco (Executive and Internal Communications) February 2012 - October 2013
Wells Fargo (Consumer & Business Deposits Group) August 2010 - September 2011
Lucasfilm (Research & Development Group) November 2009 - April 2010
Levi Strauss (N. America Business Process Improvement Team) February 2009 - May 2009
Charles Schwab June 2007 - June 2008
Wells Fargo (Wealth Management Group) February 2007 - June 2007
Visa (Innovation Group) September 2006 - January 2007
CNET March 2006 - September 2006
Skills
Clarizen, AtTask, Status Reporting, Collaboration Tools, Project Status Reporting, Stakeholder Management, Project Management, MS Project, Project Implementation, IT Project Lifecycle, Project Delivery, Project Execution, Project Management Tools, Stakeholder Liaison, PMO, Project Planning, SDLC, Project Plans, Software Project..., Marketing Project..., Project Tracking, Project Facilitation, Project Communications, SharePoint, Projects, Change Management, Box.net, Project Portfolio..., Program Management, Multiple Project..., Analysis, Project Coordination, Testing, Software Development, Vendor Management, Strategic Partnerships, Agile Project Management, Requirements Gathering, Collaborative Leadership, Software Documentation, Training, Quality Assurance, CRM, Strategy, Business Meetings, Training Coordination, Data Center, Project Web Access, Project Server, Microsoft Project
Education
Syracuse University
BA, Music Management
Wells Fargo (Technology & Operations Group) September 2014 - Present
Future State Inc. February 2014 - April 2014
Cisco (Executive and Internal Communications) February 2012 - October 2013
Wells Fargo (Consumer & Business Deposits Group) August 2010 - September 2011
Lucasfilm (Research & Development Group) November 2009 - April 2010
Levi Strauss (N. America Business Process Improvement Team) February 2009 - May 2009
Charles Schwab June 2007 - June 2008
Wells Fargo (Wealth Management Group) February 2007 - June 2007
Visa (Innovation Group) September 2006 - January 2007
CNET March 2006 - September 2006
Skills
Clarizen, AtTask, Status Reporting, Collaboration Tools, Project Status Reporting, Stakeholder Management, Project Management, MS Project, Project Implementation, IT Project Lifecycle, Project Delivery, Project Execution, Project Management Tools, Stakeholder Liaison, PMO, Project Planning, SDLC, Project Plans, Software Project..., Marketing Project..., Project Tracking, Project Facilitation, Project Communications, SharePoint, Projects, Change Management, Box.net, Project Portfolio..., Program Management, Multiple Project..., Analysis, Project Coordination, Testing, Software Development, Vendor Management, Strategic Partnerships, Agile Project Management, Requirements Gathering, Collaborative Leadership, Software Documentation, Training, Quality Assurance, CRM, Strategy, Business Meetings, Training Coordination, Data Center, Project Web Access, Project Server, Microsoft Project
Education
Syracuse University
BA, Music Management
Shawn Higginbotham, CFP®'s Charles Schwab Experience 2007 - February 2012
Job Chief Investment Strategist Penn Liberty Wealth Advisors helping clients grow assets, manage risk, plan for retirement
Industry Financial Services
Experience
Penn Liberty Bank February 2012 - Present
Charles Schwab 2007 - February 2012
Charles Schwab 2004 - 2007
SunTrust Bank 2003 - 2004
Charles Schwab 1997 - 2002
Education
University of Central Florida
Master of Business Administration (MBA), Concentration in Investment Management
Stetson University
Bachelor of Science (BS), Finance
College for Financial Planning
Accredited Asset Management Specialist, AAMS
Penn Liberty Bank February 2012 - Present
Charles Schwab 2007 - February 2012
Charles Schwab 2004 - 2007
SunTrust Bank 2003 - 2004
Charles Schwab 1997 - 2002
Education
University of Central Florida
Master of Business Administration (MBA), Concentration in Investment Management
Stetson University
Bachelor of Science (BS), Finance
College for Financial Planning
Accredited Asset Management Specialist, AAMS
Julie Young's Charles Schwab Experience July 2011 - Present
Job Senior Marketing Manager
Industry Financial Services
Experience
Charles Schwab July 2011 - Present
Charles Schwab September 2009 - July 2011
Advanced Wealth Strategies Group April 2008 - September 2009
Fidelity Investments February 2005 - October 2007
Education
Stephen F. Austin State University 1997 — 2001
Charles Schwab July 2011 - Present
Charles Schwab September 2009 - July 2011
Advanced Wealth Strategies Group April 2008 - September 2009
Fidelity Investments February 2005 - October 2007
Education
Stephen F. Austin State University 1997 — 2001
Elizabeth Sacco's Charles Schwab Experience 1999 - 2002
Job Simplifiying the Lives of Diabetics Everywhere
Industry Retail
Experience
Diabetic Dabs Inc. October 2012 - Present
Charles Schwab 1999 - 2002
Merrill Lynch 1997 - 1999
Skills
Fundraising, Public Speaking, Event Planning, Nonprofits, PowerPoint, Diabetes, Online Marketing, Program Management, Sales, Business Strategy, Advertising, Team Leadership, Account Management, Project Management, Retail, Operations Management, Business Planning, Sales Management, Small Business, Social Media, Marketing Strategy, Social Media Marketing
Education
Syracuse University 1991 — 1995
Bachelor of Arts (B.A.), International Relations
Syracuse University
Diabetic Dabs Inc. October 2012 - Present
Charles Schwab 1999 - 2002
Merrill Lynch 1997 - 1999
Skills
Fundraising, Public Speaking, Event Planning, Nonprofits, PowerPoint, Diabetes, Online Marketing, Program Management, Sales, Business Strategy, Advertising, Team Leadership, Account Management, Project Management, Retail, Operations Management, Business Planning, Sales Management, Small Business, Social Media, Marketing Strategy, Social Media Marketing
Education
Syracuse University 1991 — 1995
Bachelor of Arts (B.A.), International Relations
Syracuse University
Michaela Dati's Charles Schwab Experience July 2012 - July 2014
Job Investor Relations Coordinator at TA Realty
Industry Real Estate
Experience
TA Realty March 2015 - Present
KNF&T Staffing Resources July 2014 - March 2015
Charles Schwab July 2012 - July 2014
Stetson University December 2010 - July 2012
Stetson University August 2009 - July 2012
The Beach House of Naples October 2003 - August 2009
Bond, Schoeneck & King, PLLC May 2009 - June 2009
Skills
Higher Education, Event Planning, Public Speaking, Interviews, Leadership, Management, Program Management, Recruiting, Sales, Training, Analysis, Marketing, Data Analysis, Data Entry, Fundraising, Social Networking, Strategic Planning, Student Affairs
Education
Stetson University 2009 — 2011
Master of Business Administration, B.B.A, Finance, Management Information Systems
Stetson University 2005 — 2009
B.B.A, Finance, Management Information Systems
TA Realty March 2015 - Present
KNF&T Staffing Resources July 2014 - March 2015
Charles Schwab July 2012 - July 2014
Stetson University December 2010 - July 2012
Stetson University August 2009 - July 2012
The Beach House of Naples October 2003 - August 2009
Bond, Schoeneck & King, PLLC May 2009 - June 2009
Skills
Higher Education, Event Planning, Public Speaking, Interviews, Leadership, Management, Program Management, Recruiting, Sales, Training, Analysis, Marketing, Data Analysis, Data Entry, Fundraising, Social Networking, Strategic Planning, Student Affairs
Education
Stetson University 2009 — 2011
Master of Business Administration, B.B.A, Finance, Management Information Systems
Stetson University 2005 — 2009
B.B.A, Finance, Management Information Systems
Jessica Bogan Jessica Bogan's Charles Schwab Experience April 2014 - May 2015
Job Strategic Planner and Project Manager
Industry Government Administration
Experience
Charles Schwab April 2014 - May 2015
WorkForce-Central 2002 - 2004
Gaylord Bros., Inc. June 1999 - June 2000
Skills
Resume Writing, Editing, Analytical Skills, Online Research, Market Research, Marketing Communications, Customer Engagement, Manage Client..., Direct Marketing, Microsoft Word, Microsoft Excel, PowerPoint, Adobe Creative Suite, Data Management, Financial Services, Customer Satisfaction, Legal Writing, Legal Research, Paralegal, Westlaw, LexisNexis, Civil Litigation, Public Speaking, CRM, Social Media Marketing, Sales, Team Building, Customer Service, Strategic Planning, Social Media, Marketing
Education
State University of New York College at Oswego
B.A., English Writing Arts
The University of Texas at San Antonio 2011 — 2012
Certificate, Paralegal Studies, A
St. Martin's University
Finance, General, 3.7
Charles Schwab April 2014 - May 2015
WorkForce-Central 2002 - 2004
Gaylord Bros., Inc. June 1999 - June 2000
Skills
Resume Writing, Editing, Analytical Skills, Online Research, Market Research, Marketing Communications, Customer Engagement, Manage Client..., Direct Marketing, Microsoft Word, Microsoft Excel, PowerPoint, Adobe Creative Suite, Data Management, Financial Services, Customer Satisfaction, Legal Writing, Legal Research, Paralegal, Westlaw, LexisNexis, Civil Litigation, Public Speaking, CRM, Social Media Marketing, Sales, Team Building, Customer Service, Strategic Planning, Social Media, Marketing
Education
State University of New York College at Oswego
B.A., English Writing Arts
The University of Texas at San Antonio 2011 — 2012
Certificate, Paralegal Studies, A
St. Martin's University
Finance, General, 3.7
Steven Pantuso's Charles Schwab Experience May 2014 - Present
Job Relationship Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2014 - Present
Skills
Custodial Services, Due Diligence, Data Analysis, Social Media, Advisor Services, Series 7, Series 66, Regulatory Requirements, Financial Analysis, Microsoft Excel, Financial Risk, Risk Management, Account Management, Financial Modeling
Education
Stetson University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, 3.8
Charles Schwab May 2014 - Present
Skills
Custodial Services, Due Diligence, Data Analysis, Social Media, Advisor Services, Series 7, Series 66, Regulatory Requirements, Financial Analysis, Microsoft Excel, Financial Risk, Risk Management, Account Management, Financial Modeling
Education
Stetson University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, 3.8
Donna Wells Donna Wells's Charles Schwab Experience April 1997 - July 2000
Job President and CEO at Mindflash Technologies
Industry Internet
Experience
Boston Private Financial Holdings (NASDAQ: BPFH) 2014 - Present
Mindflash May 2010 - Present
Mindflash May 2010 - Present
Silicon Valley November 2009 - Present
Mint.com (Mint Software, Inc.) 2007 - 2009
Expedia, Inc. January 2005 - September 2006
Intuit, Inc. September 2002 - October 2004
myCFO August 2000 - December 2001
Charles Schwab April 1997 - July 2000
American Express 1989 - 1995
Skills
Strategy Development, E-commerce, Small Business, Organizational..., Marketing Research, Online Marketing, Brand Management, Online Advertising, Financial Services, Strategy, SaaS, New Business Development, Marketing, Leadership, Enterprise Software, Training, Marketing Strategy, Agile Methodologies, Management, Start-ups, Product Management, Lead Generation, CRM, SEM, Email Marketing, SEO, Product Development, Strategic Partnerships, CEOs, Entrepreneurship, Business Strategy, Strategic Planning, Analytics
Education
Stanford University Graduate School of Business
MBA
University of Pennsylvania - The Wharton School
BS
Boston Private Financial Holdings (NASDAQ: BPFH) 2014 - Present
Mindflash May 2010 - Present
Mindflash May 2010 - Present
Silicon Valley November 2009 - Present
Mint.com (Mint Software, Inc.) 2007 - 2009
Expedia, Inc. January 2005 - September 2006
Intuit, Inc. September 2002 - October 2004
myCFO August 2000 - December 2001
Charles Schwab April 1997 - July 2000
American Express 1989 - 1995
Skills
Strategy Development, E-commerce, Small Business, Organizational..., Marketing Research, Online Marketing, Brand Management, Online Advertising, Financial Services, Strategy, SaaS, New Business Development, Marketing, Leadership, Enterprise Software, Training, Marketing Strategy, Agile Methodologies, Management, Start-ups, Product Management, Lead Generation, CRM, SEM, Email Marketing, SEO, Product Development, Strategic Partnerships, CEOs, Entrepreneurship, Business Strategy, Strategic Planning, Analytics
Education
Stanford University Graduate School of Business
MBA
University of Pennsylvania - The Wharton School
BS
Robert Epstein Robert Epstein's Charles Schwab Experience June 1992 - December 2001
Job Territory Account Manager at Polycom
Industry Information Technology and Services
Experience
Polycom April 2015 - Present
AVAYA, Inc. June 2011 - April 2015
Western & Southern Financial December 2010 - October 2011
Tesla Motors May 2010 - November 2010
Seeman Holtz February 2008 - May 2010
WACHOVIA SECURITIES February 2005 - February 2008
SUNTRUST SECURITIES January 2002 - February 2005
Charles Schwab June 1992 - December 2001
Charles Schwab & Co. Inc March 1997 - September 2000
Charles Schwab & Co. Inc June 1996 - March 1997
Skills
Sales Management, Leadership, Business Development, Marketing, Sales, Salesforce.com, New Business Development, Customer Service, Policy Analysis, Networking, Coaching, CRM, Strategic Planning, Management, Project Planning, Sales Operations, Direct Sales, Competitive Analysis, Account Management, Finance, Lead Generation, Avaya IP Telephony, Enterprise Software, Marketing Strategy, Recruiting, Training, Unified Communications
Education
State University of New York College at Plattsburgh 1985 — 1989
Business Management, Management
Polycom April 2015 - Present
AVAYA, Inc. June 2011 - April 2015
Western & Southern Financial December 2010 - October 2011
Tesla Motors May 2010 - November 2010
Seeman Holtz February 2008 - May 2010
WACHOVIA SECURITIES February 2005 - February 2008
SUNTRUST SECURITIES January 2002 - February 2005
Charles Schwab June 1992 - December 2001
Charles Schwab & Co. Inc March 1997 - September 2000
Charles Schwab & Co. Inc June 1996 - March 1997
Skills
Sales Management, Leadership, Business Development, Marketing, Sales, Salesforce.com, New Business Development, Customer Service, Policy Analysis, Networking, Coaching, CRM, Strategic Planning, Management, Project Planning, Sales Operations, Direct Sales, Competitive Analysis, Account Management, Finance, Lead Generation, Avaya IP Telephony, Enterprise Software, Marketing Strategy, Recruiting, Training, Unified Communications
Education
State University of New York College at Plattsburgh 1985 — 1989
Business Management, Management
Christopher L. Sassone, CFP® Christopher L. Sassone, CFP®'s Charles Schwab Experience 2005 - 2006
Job Financial Advisor at Davie Kaplan Wealth Care Advisors
Industry Financial Services
Experience
Davie Kaplan Wealth Care Advisors, LLC June 2009 - Present
Lincoln Finacial Advisors June 2006 - June 2009
Charles Schwab 2005 - 2006
TR Services 1999 - 2001
Skills
Retirement Planning, Investments, Tax, Finance, Financial Advisory, Securities, Accounting, Wealth, Financial Planners, Strategic Financial..., Financial Reporting, Tax Preparation, Financial Analysis, Auditing, FINRA, Income Tax, Estate Planning, Wealth Management, Internal Controls, Employee Benefits
Education
State University of New York College at Fredonia 1995 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General
Davie Kaplan Wealth Care Advisors, LLC June 2009 - Present
Lincoln Finacial Advisors June 2006 - June 2009
Charles Schwab 2005 - 2006
TR Services 1999 - 2001
Skills
Retirement Planning, Investments, Tax, Finance, Financial Advisory, Securities, Accounting, Wealth, Financial Planners, Strategic Financial..., Financial Reporting, Tax Preparation, Financial Analysis, Auditing, FINRA, Income Tax, Estate Planning, Wealth Management, Internal Controls, Employee Benefits
Education
State University of New York College at Fredonia 1995 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General
Deirdre Cohen Deirdre Cohen's Charles Schwab Experience 2004 - 2005
Job Client Success Manager at Toolwire
Industry E-Learning
Experience
Toolwire March 2011 - Present
Intel Corporation December 2009 - December 2010
Mitel April 2008 - October 2009
DataLink Software Consultants May 2005 - November 2006
Charles Schwab 2004 - 2005
Malandro Communications March 1997 - July 1998
Skills
Project Management, Creates and Delivers..., Instructional Design, Technical Writing, Facilitates Online..., Leadership
Education
State University of New York College at Fredonia 1978 — 1982
Bachelor of Arts (B.A.), Communication and Media Studies
Toolwire March 2011 - Present
Intel Corporation December 2009 - December 2010
Mitel April 2008 - October 2009
DataLink Software Consultants May 2005 - November 2006
Charles Schwab 2004 - 2005
Malandro Communications March 1997 - July 1998
Skills
Project Management, Creates and Delivers..., Instructional Design, Technical Writing, Facilitates Online..., Leadership
Education
State University of New York College at Fredonia 1978 — 1982
Bachelor of Arts (B.A.), Communication and Media Studies
Bonnie Miller Bonnie Miller's Charles Schwab Experience July 2001 - October 2001
Job ControlM Consultant
Industry Computer Software
Experience
Sony Electronics January 2008 - March 2008
Sony Electronics November 2004 - June 2006
IBM Global Services August 2002 - April 2004
Charles Schwab July 2001 - October 2001
BMC Software July 1998 - April 2001
The MONY Group June 1979 - June 1998
The MONY Group 1979 - 1998
Education
State University of New York - System
Sony Electronics January 2008 - March 2008
Sony Electronics November 2004 - June 2006
IBM Global Services August 2002 - April 2004
Charles Schwab July 2001 - October 2001
BMC Software July 1998 - April 2001
The MONY Group June 1979 - June 1998
The MONY Group 1979 - 1998
Education
State University of New York - System
Karla M. Johnson Karla M. Johnson's Charles Schwab Experience August 2000 - April 2002
Job Application Support Project Lead
Industry Information Technology and Services
Experience
DOL September 2014 - Present
JPMorgan Chase May 2014 - August 2014
TEKsystems October 2013 - April 2014
Ciber September 2012 - September 2013
Cigna February 2012 - June 2012
Independence Blue Cross April 2003 - February 2012
Charles Schwab August 2000 - April 2002
Safeway October 1997 - June 1999
Skills
XML, FTP, Java, HTML, Solaris, Yourdon, TCP/IP, C++, TIBCO, SDLC, DB2, PVCS, Business Analysis, Business Requirements, Testing, Unix, Databases, Cross-functional Team..., Requirements Analysis, Analysis, Business Process, Visual Basic, Software Documentation, Agile Methodologies, Integration, Requirements Gathering, Business Intelligence, Visio, SharePoint, Data Analysis, Oracle, Systems Analysis, Software Development, Quality Assurance, Process Improvement, Data Warehousing, Vendor Management, Access, Software Project..., Project Planning, PMO, Business Process..., MS Project
Education
State University of New York College at Cortland 1983 — 1985
BS, Business Administration
TC3 Dryden NY 1981 — 1983
Associates of Science, Systems & Programming
DOL September 2014 - Present
JPMorgan Chase May 2014 - August 2014
TEKsystems October 2013 - April 2014
Ciber September 2012 - September 2013
Cigna February 2012 - June 2012
Independence Blue Cross April 2003 - February 2012
Charles Schwab August 2000 - April 2002
Safeway October 1997 - June 1999
Skills
XML, FTP, Java, HTML, Solaris, Yourdon, TCP/IP, C++, TIBCO, SDLC, DB2, PVCS, Business Analysis, Business Requirements, Testing, Unix, Databases, Cross-functional Team..., Requirements Analysis, Analysis, Business Process, Visual Basic, Software Documentation, Agile Methodologies, Integration, Requirements Gathering, Business Intelligence, Visio, SharePoint, Data Analysis, Oracle, Systems Analysis, Software Development, Quality Assurance, Process Improvement, Data Warehousing, Vendor Management, Access, Software Project..., Project Planning, PMO, Business Process..., MS Project
Education
State University of New York College at Cortland 1983 — 1985
BS, Business Administration
TC3 Dryden NY 1981 — 1983
Associates of Science, Systems & Programming
Nona Wilgus Nona Wilgus's Charles Schwab Experience December 2011 - Present
Job VP Financial Consultant at Charles Schwab & Co.
Industry Financial Services
Experience
Charles Schwab December 2011 - Present
Morgan Stanley Smith Barney February 2010 - December 2011
Assessment Management Solutions,Inc. March 2008 - February 2010
BankAtlantic March 1998 - March 2008
PRC 1995 - 1997
NCCI 1993 - 1995
Aspecta Enterprises,Inc. 1988 - 1993
Citicorp 1981 - 1988
Bausch & Lomb 1977 - 1981
Skills
Financial Planners, Lines Of Credit, Start-ups, Leadership Development, Sales, Banking, Series 7, Strategy, Wealth Management, Product Management, Leadership, Portfolio Management, Investments, Business Development, Strategic Planning, Credit, Business Analysis, Management, Finance, Coaching, Analysis, New Business Development, Training, CRM, Program Management, Marketing Strategy, Insurance, Forecasting, Mergers & Acquisitions, Marketing, Project Management, Financial Services, Team Management, Business Planning, Risk Management, Consulting, Product Marketing, Loans, Online Marketing, Negotiation, Management Consulting, Strategic Financial..., Financial Analysis, Mutual Funds, Relationship Management, Securities, Asset Management, Retirement Planning, Retail Banking, Executive Management
Education
Harvard Business School Executive Education 2005 — 2005
State University of New York at Oswego
BS, Business Administration
Syracuse University
MBA Program
Charles Schwab December 2011 - Present
Morgan Stanley Smith Barney February 2010 - December 2011
Assessment Management Solutions,Inc. March 2008 - February 2010
BankAtlantic March 1998 - March 2008
PRC 1995 - 1997
NCCI 1993 - 1995
Aspecta Enterprises,Inc. 1988 - 1993
Citicorp 1981 - 1988
Bausch & Lomb 1977 - 1981
Skills
Financial Planners, Lines Of Credit, Start-ups, Leadership Development, Sales, Banking, Series 7, Strategy, Wealth Management, Product Management, Leadership, Portfolio Management, Investments, Business Development, Strategic Planning, Credit, Business Analysis, Management, Finance, Coaching, Analysis, New Business Development, Training, CRM, Program Management, Marketing Strategy, Insurance, Forecasting, Mergers & Acquisitions, Marketing, Project Management, Financial Services, Team Management, Business Planning, Risk Management, Consulting, Product Marketing, Loans, Online Marketing, Negotiation, Management Consulting, Strategic Financial..., Financial Analysis, Mutual Funds, Relationship Management, Securities, Asset Management, Retirement Planning, Retail Banking, Executive Management
Education
Harvard Business School Executive Education 2005 — 2005
State University of New York at Oswego
BS, Business Administration
Syracuse University
MBA Program
Nancy Rehkopf Nancy Rehkopf's Charles Schwab Experience January 1987 - January 1989
Job Educator, retired Marketing Professional
Industry Financial Services
Experience
Dominican University of California August 2015 - Present
Wells Fargo August 2012 - May 2015
Wells Fargo October 2006 - August 2012
Rehkopf Associates March 1990 - October 1996
Charles Schwab January 1987 - January 1989
Wells Fargo October 1979 - August 1987
Skills
Public Speaking, Public Relations, Marketing Strategy, CRM, Event Management, Online Advertising, Direct Marketing, Product Marketing, Integrated Marketing, French, Business Writing, Social Media, Marketing, Marketing Communications, Non-profit Consulting, Management, Strategy, Advertising, Teaching
Education
Stanford University
Bachelor of Arts, Magna Cum Laude, Organizational Behavior
Dominican University of California August 2015 - Present
Wells Fargo August 2012 - May 2015
Wells Fargo October 2006 - August 2012
Rehkopf Associates March 1990 - October 1996
Charles Schwab January 1987 - January 1989
Wells Fargo October 1979 - August 1987
Skills
Public Speaking, Public Relations, Marketing Strategy, CRM, Event Management, Online Advertising, Direct Marketing, Product Marketing, Integrated Marketing, French, Business Writing, Social Media, Marketing, Marketing Communications, Non-profit Consulting, Management, Strategy, Advertising, Teaching
Education
Stanford University
Bachelor of Arts, Magna Cum Laude, Organizational Behavior
Mary Anne Light Clark Mary Anne Light Clark's Charles Schwab Experience July 2009 - January 2010
Job Senior .Net Developer Data Architect Consultant
Industry Information Technology and Services
Experience
finitelogic February 2006 - Present
Concord April 2013 - April 2014
Consultant September 2012 - November 2012
Consultant ANSDenver January 2012 - July 2012
Charles Schwab July 2009 - January 2010
onTargetjobs 2008 - 2009
Noel-Levitz 2005 - 2006
Transactive Systems January 2003 - June 2005
iXL Consult May 2000 - May 2001
LendingTree March 1999 - March 2000
Skills
Agile Methodologies, .NET, XML, C#, ASP.NET, WCF, Microsoft SQL Server, Visual Studio, SharePoint, REST, SOAP, Java, Java Enterprise Edition, JSON
Education
State University of New York College at Potsdam 1981 — 1986
CIS, Math, French, Music
Nichols 1979 — 1980
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Mrs Races Nursery School, George Southard Elementary
finitelogic February 2006 - Present
Concord April 2013 - April 2014
Consultant September 2012 - November 2012
Consultant ANSDenver January 2012 - July 2012
Charles Schwab July 2009 - January 2010
onTargetjobs 2008 - 2009
Noel-Levitz 2005 - 2006
Transactive Systems January 2003 - June 2005
iXL Consult May 2000 - May 2001
LendingTree March 1999 - March 2000
Skills
Agile Methodologies, .NET, XML, C#, ASP.NET, WCF, Microsoft SQL Server, Visual Studio, SharePoint, REST, SOAP, Java, Java Enterprise Edition, JSON
Education
State University of New York College at Potsdam 1981 — 1986
CIS, Math, French, Music
Nichols 1979 — 1980
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Mrs Races Nursery School, George Southard Elementary
Helen Loh Helen Loh's Charles Schwab Experience 2004 - Present
Job SVP Owned Media, Digital & Content Marketing at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2004 - Present
Charles Schwab Foundation November 2014 - Present
Technology Start-ups 1994 - 2003
The Clorox Company 1990 - 1993
Skills
Content Marketing, Digital Marketing, Brand Publishing, Brand Management, Enterprise Software, Financial Services, Leadership, Strategy, Marketing, Customer Acquisition, Customer Experience, Product Management, Cross-functional Team..., Product Marketing, E-commerce, Strategic Planning, Business Development, Digital Media, Direct Marketing, Management, Marketing Strategy, Mobile Devices, Multi-channel Marketing, Online Marketing, Start-ups, Strategic Partnerships
Education
Stanford University
Certificate: Innovation Masters Series: Design Thinking & The Art of Innovation
Stanford University
B.S.
Stanford University Graduate School of Business
MBA
Charles Schwab 2004 - Present
Charles Schwab Foundation November 2014 - Present
Technology Start-ups 1994 - 2003
The Clorox Company 1990 - 1993
Skills
Content Marketing, Digital Marketing, Brand Publishing, Brand Management, Enterprise Software, Financial Services, Leadership, Strategy, Marketing, Customer Acquisition, Customer Experience, Product Management, Cross-functional Team..., Product Marketing, E-commerce, Strategic Planning, Business Development, Digital Media, Direct Marketing, Management, Marketing Strategy, Mobile Devices, Multi-channel Marketing, Online Marketing, Start-ups, Strategic Partnerships
Education
Stanford University
Certificate: Innovation Masters Series: Design Thinking & The Art of Innovation
Stanford University
B.S.
Stanford University Graduate School of Business
MBA
Diane DiCanio Stein Diane DiCanio Stein's Charles Schwab Experience March 2004 - December 2011
Job Senior Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management December 2011 - Present
Charles Schwab March 2004 - December 2011
Wachovia Bank 2002 - 2004
Citigroup 1987 - 2001
Skills
Relationship Management
Education
Stony Brook University 1983 — 1987
St. Edmunds High School 1979 — 1983
PNC Wealth Management December 2011 - Present
Charles Schwab March 2004 - December 2011
Wachovia Bank 2002 - 2004
Citigroup 1987 - 2001
Skills
Relationship Management
Education
Stony Brook University 1983 — 1987
St. Edmunds High School 1979 — 1983
John Ly John Ly's Charles Schwab Experience 1999 - 2000
Job Vice President, Finance & Business Planning
Industry Online Media
Experience
Adconion Media Group April 2011 - August 2013
Fox Audience Network December 2009 - December 2010
Fox Interactive Media February 2009 - December 2009
Veoh Networks 2008 - 2009
Yahoo! 2005 - 2008
The Walt Disney Company 2004 - 2005
Metromedia Fiber Network 2000 - 2002
Charles Schwab 1999 - 2000
Law and Economics Consulting Group 1996 - 1999
Skills
Analytics, Start-ups, Business Planning, Finance, Digital Media, Business Development, Product Management, E-commerce, Strategic Planning, Strategy, Online Advertising, SEM, Financial Modeling, Management, Leadership, Forecasting
Education
Stanford University
BA, Political Science
Adconion Media Group April 2011 - August 2013
Fox Audience Network December 2009 - December 2010
Fox Interactive Media February 2009 - December 2009
Veoh Networks 2008 - 2009
Yahoo! 2005 - 2008
The Walt Disney Company 2004 - 2005
Metromedia Fiber Network 2000 - 2002
Charles Schwab 1999 - 2000
Law and Economics Consulting Group 1996 - 1999
Skills
Analytics, Start-ups, Business Planning, Finance, Digital Media, Business Development, Product Management, E-commerce, Strategic Planning, Strategy, Online Advertising, SEM, Financial Modeling, Management, Leadership, Forecasting
Education
Stanford University
BA, Political Science
Sean Bies, CPA Sean Bies, CPA's Charles Schwab Experience September 2009 - January 2012
Job Supervisor, GL Salaries & Benefits
Industry Accounting
Experience
Verizon November 2014 - Present
Verizon June 2014 - November 2014
Verizon June 2013 - June 2014
Deloitte January 2012 - June 2013
Charles Schwab September 2009 - January 2012
Charles Schwab April 2008 - September 2009
Charles Schwab February 2007 - April 2008
Skills
Auditing, Internal Controls, Accounting, Financial Analysis, Finance, Financial Reporting, Analysis, Financial Risk, Financial Markets, Investments, Risk Management, Risk Assessment, Sarbanes-Oxley Act, Internal Audit, CPA, PeopleSoft, Strategic Financial..., Financial Audits, Corporate Finance, Tax Accounting, Enterprise Risk..., Financial Statements, Financial Accounting, Tax, Due Diligence, GAAP, General Ledger, SAP, Forecasting, SEC filings, Cost Accounting, Business Planning, Cash Management, Mergers & Acquisitions, CRM, Audit, Compliance, Variance Analysis, Account Reconciliation, EBITDA, Hyperion HFM, SAP ERP, Intercompany..., Intercompany Accounts, Intercompany, Management Accounting, Management, Leadership, Microsoft Excel
Education
Stetson University 2010 — 2011
Masters, Accountancy
William & Mary 1998 — 2002
BA, Economics
Verizon November 2014 - Present
Verizon June 2014 - November 2014
Verizon June 2013 - June 2014
Deloitte January 2012 - June 2013
Charles Schwab September 2009 - January 2012
Charles Schwab April 2008 - September 2009
Charles Schwab February 2007 - April 2008
Skills
Auditing, Internal Controls, Accounting, Financial Analysis, Finance, Financial Reporting, Analysis, Financial Risk, Financial Markets, Investments, Risk Management, Risk Assessment, Sarbanes-Oxley Act, Internal Audit, CPA, PeopleSoft, Strategic Financial..., Financial Audits, Corporate Finance, Tax Accounting, Enterprise Risk..., Financial Statements, Financial Accounting, Tax, Due Diligence, GAAP, General Ledger, SAP, Forecasting, SEC filings, Cost Accounting, Business Planning, Cash Management, Mergers & Acquisitions, CRM, Audit, Compliance, Variance Analysis, Account Reconciliation, EBITDA, Hyperion HFM, SAP ERP, Intercompany..., Intercompany Accounts, Intercompany, Management Accounting, Management, Leadership, Microsoft Excel
Education
Stetson University 2010 — 2011
Masters, Accountancy
William & Mary 1998 — 2002
BA, Economics
John DeAngelo, CFP® John DeAngelo, CFP®'s Charles Schwab Experience June 2000 - February 2008
Job Managing Director and Wealth Advisor at Prestige Wealth Management Group
Industry Financial Services
Experience
Prestige Wealth Management Group June 2012 - Present
Merrill Lynch March 2008 - June 2012
Charles Schwab June 2000 - February 2008
Skills
Financial Planning, Wealth Management, Estate Planning, Investment Management, Risk Management, Retirement Planning, Investments, Alternative Investments, Asset Management
Education
Stockton University 1993 — 1997
Bachelor of Science (B.S.), Economics
Prestige Wealth Management Group June 2012 - Present
Merrill Lynch March 2008 - June 2012
Charles Schwab June 2000 - February 2008
Skills
Financial Planning, Wealth Management, Estate Planning, Investment Management, Risk Management, Retirement Planning, Investments, Alternative Investments, Asset Management
Education
Stockton University 1993 — 1997
Bachelor of Science (B.S.), Economics
Ted Watson Ted Watson's Charles Schwab Experience October 1998 - September 2011
Job
Industry Financial Services
Experience
Independent Financial Group LLC November 2011 - Present
Charles Schwab October 1998 - September 2011
Skills
Budgets, Investment Advisory, Series 7, Series 63, Investment Strategies, Strategic Planning, Asset Allocation, Wealth Management, Microsoft Excel, Public Speaking, Marketing Strategy, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Windows, Budget, C++, Outlook, C, Teaching, HTML, Java, Editing, Negotiation, Series 9/10, Investments
Education
Susquehanna University 1971 — 1975
BS, Business/Economics
Independent Financial Group LLC November 2011 - Present
Charles Schwab October 1998 - September 2011
Skills
Budgets, Investment Advisory, Series 7, Series 63, Investment Strategies, Strategic Planning, Asset Allocation, Wealth Management, Microsoft Excel, Public Speaking, Marketing Strategy, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Windows, Budget, C++, Outlook, C, Teaching, HTML, Java, Editing, Negotiation, Series 9/10, Investments
Education
Susquehanna University 1971 — 1975
BS, Business/Economics
Margret Trilli Margret Trilli's Charles Schwab Experience January 2011 - May 2012
Job Family Advisory / Private Wealth Advisory
Industry Financial Services
Experience
Intentional Capital LLC September 2014 - Present
The Agnew Company December 2013 - Present
Omprakash February 2013 - Present
Trillion Strategy Group LLC June 2012 - Present
Charles Schwab January 2011 - May 2012
Charles Schwab March 2008 - January 2011
Charles Schwab & Co March 2007 - March 2008
Barclays Global Investors May 2002 - May 2005
Barclays Global Investors June 1999 - May 2002
Barclays Global Investors January 1998 - June 1999
Education
Stanford University Graduate School of Business
Master's degree
University of California, Santa Barbara
Bachelor's degree
Intentional Capital LLC September 2014 - Present
The Agnew Company December 2013 - Present
Omprakash February 2013 - Present
Trillion Strategy Group LLC June 2012 - Present
Charles Schwab January 2011 - May 2012
Charles Schwab March 2008 - January 2011
Charles Schwab & Co March 2007 - March 2008
Barclays Global Investors May 2002 - May 2005
Barclays Global Investors June 1999 - May 2002
Barclays Global Investors January 1998 - June 1999
Education
Stanford University Graduate School of Business
Master's degree
University of California, Santa Barbara
Bachelor's degree
Patrick Scotto di Luzio Patrick Scotto di Luzio's Charles Schwab Experience June 2015 - Present
Job VP, Cash Strategy, Deposits and Payments at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2015 - Present
BMO Harris Bank November 2014 - June 2015
BMO Harris Bank January 2013 - October 2014
BMO Financial Group January 2008 - January 2013
BMO Financial Group May 2004 - December 2007
McKinsey & Company April 2002 - May 2004
Skills
Strategy, Business Strategy, Financial Services, Banking, Financial Modeling, Management, Leadership, Management Consulting, Corporate Development, Sales, Financial Analysis, Mergers & Acquisitions, Portfolio Management, Risk Management, Cross-functional Team..., Business Planning, Strategic Planning, Program Management, Competitive Analysis, Customer Segmentation..., Customer Acquisition..., Non-profit Consulting, Corporate Education, Analysis, Business Analysis, Competitive Insight, Change Management, Training Delivery, Instructional Design, Segmentation, Analytics, Executive Management, Relationship Management
Education
Stanford University 1996 — 2002
PhD, Philosophy
York University 1992 — 1996
BA, Mathematics, Philosophy
Charles Schwab June 2015 - Present
BMO Harris Bank November 2014 - June 2015
BMO Harris Bank January 2013 - October 2014
BMO Financial Group January 2008 - January 2013
BMO Financial Group May 2004 - December 2007
McKinsey & Company April 2002 - May 2004
Skills
Strategy, Business Strategy, Financial Services, Banking, Financial Modeling, Management, Leadership, Management Consulting, Corporate Development, Sales, Financial Analysis, Mergers & Acquisitions, Portfolio Management, Risk Management, Cross-functional Team..., Business Planning, Strategic Planning, Program Management, Competitive Analysis, Customer Segmentation..., Customer Acquisition..., Non-profit Consulting, Corporate Education, Analysis, Business Analysis, Competitive Insight, Change Management, Training Delivery, Instructional Design, Segmentation, Analytics, Executive Management, Relationship Management
Education
Stanford University 1996 — 2002
PhD, Philosophy
York University 1992 — 1996
BA, Mathematics, Philosophy
Ed Felton Ed Felton's Charles Schwab Experience 2000 - 2001
Job Global IT Infrastructure
Industry Information Technology and Services
Experience
Sallie Mae 2010 - Present
Avaya 2007 - 2010
MBNA 2001 - 2006
Charles Schwab 2000 - 2001
Pandesic 1999 - 2000
Visa 1995 - 1999
JP Morgan 1985 - 1995
Skills
Software Development, SDLC, ITIL, Data Center, Vendor Management, IT Management, Enterprise Software, IT Strategy, Strategy, Project Management, Process Improvement, Servers, CRM, Networking, Disaster Recovery, Telecommunications, Project Planning, Unix, Security, Management, IT Operations, Call Centers, Information Technology, Start-ups, E-commerce, Service Delivery
Education
State University of New York College at Buffalo 1978 — 1981
MBA, Business
Sallie Mae 2010 - Present
Avaya 2007 - 2010
MBNA 2001 - 2006
Charles Schwab 2000 - 2001
Pandesic 1999 - 2000
Visa 1995 - 1999
JP Morgan 1985 - 1995
Skills
Software Development, SDLC, ITIL, Data Center, Vendor Management, IT Management, Enterprise Software, IT Strategy, Strategy, Project Management, Process Improvement, Servers, CRM, Networking, Disaster Recovery, Telecommunications, Project Planning, Unix, Security, Management, IT Operations, Call Centers, Information Technology, Start-ups, E-commerce, Service Delivery
Education
State University of New York College at Buffalo 1978 — 1981
MBA, Business
Hrishe Chakkalath Hrishe Chakkalath's Charles Schwab Experience March 2011 - Present
Job Client Service Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2011 - Present
Vanguard Group, Inc September 2007 - December 2010
Vanguard Group, Inc October 2006 - August 2007
Vanguard Group, Inc December 2004 - September 2006
Secured Benefit Group November 2003 - November 2004
New England Securities January 2003 - October 2003
Prudential Financial July 2000 - December 2002
Air Care, Inc October 1998 - July 2000
Suffolk University September 1996 - July 1998
Skills
Retirement Plan...
Education
Suffolk University - Sawyer Business School 1993 — 1996
MBA, Accounting and Finance
Charles Schwab March 2011 - Present
Vanguard Group, Inc September 2007 - December 2010
Vanguard Group, Inc October 2006 - August 2007
Vanguard Group, Inc December 2004 - September 2006
Secured Benefit Group November 2003 - November 2004
New England Securities January 2003 - October 2003
Prudential Financial July 2000 - December 2002
Air Care, Inc October 1998 - July 2000
Suffolk University September 1996 - July 1998
Skills
Retirement Plan...
Education
Suffolk University - Sawyer Business School 1993 — 1996
MBA, Accounting and Finance
John Putis John Putis's Charles Schwab Experience February 2006 - May 2009
Job Director at BlackRock
Industry Financial Services
Experience
BlackRock December 2009 - Present
Barclays Global Investors (BGI) May 2009 - December 2009
Charles Schwab February 2006 - May 2009
Charles Schwab July 2002 - February 2006
APL Logistics April 2001 - July 2002
Vodafone 1999 - 2000
AirTouch 1996 - 1999
Ericsson 1995 - 1996
Raynet 1993 - 1995
Pacific Bell 1983 - 1991
Skills
Risk Management, Process Improvement, Program Management, Financial Analysis, Internal Audit, Project Management, Enterprise Risk..., Management, Auditing, Internal Controls, Financial Risk, Project Planning, Accounting, IT Audit, Finance, Telecommunications, Operational Risk..., Vendor Management, Executive Management, Financial Services, Asset Management, Corporate Governance, Forecasting, Financial Reporting, Strategic Financial..., Start-ups, Analysis, Business Process..., Mergers & Acquisitions, Strategy, Financial Modeling, Budgets, Business Analysis, Information Technology, Governance, Sarbanes-Oxley, Management Consulting, Business Process, Sarbanes-Oxley Act, Information Security, Due Diligence, Corporate Finance, Cross-functional Team..., Banking, Change Management, Business Strategy, Project Portfolio..., IT Strategy, Business Planning, Financial Planning
Education
Stanford University 2005 — 2006
SCPM, Stanford Certified Project Manager
Worcester Polytechnic Institute 1980 — 1982
M.B.A.
Worcester Polytechnic Institute 1979 — 1980
M.S., Management
Worcester Polytechnic Institute 1976 — 1980
BS, Physics
BlackRock December 2009 - Present
Barclays Global Investors (BGI) May 2009 - December 2009
Charles Schwab February 2006 - May 2009
Charles Schwab July 2002 - February 2006
APL Logistics April 2001 - July 2002
Vodafone 1999 - 2000
AirTouch 1996 - 1999
Ericsson 1995 - 1996
Raynet 1993 - 1995
Pacific Bell 1983 - 1991
Skills
Risk Management, Process Improvement, Program Management, Financial Analysis, Internal Audit, Project Management, Enterprise Risk..., Management, Auditing, Internal Controls, Financial Risk, Project Planning, Accounting, IT Audit, Finance, Telecommunications, Operational Risk..., Vendor Management, Executive Management, Financial Services, Asset Management, Corporate Governance, Forecasting, Financial Reporting, Strategic Financial..., Start-ups, Analysis, Business Process..., Mergers & Acquisitions, Strategy, Financial Modeling, Budgets, Business Analysis, Information Technology, Governance, Sarbanes-Oxley, Management Consulting, Business Process, Sarbanes-Oxley Act, Information Security, Due Diligence, Corporate Finance, Cross-functional Team..., Banking, Change Management, Business Strategy, Project Portfolio..., IT Strategy, Business Planning, Financial Planning
Education
Stanford University 2005 — 2006
SCPM, Stanford Certified Project Manager
Worcester Polytechnic Institute 1980 — 1982
M.B.A.
Worcester Polytechnic Institute 1979 — 1980
M.S., Management
Worcester Polytechnic Institute 1976 — 1980
BS, Physics
Scott McMillen Scott McMillen's Charles Schwab Experience February 1999 - Present
Job Vice President and Associate General Counsel at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 1999 - Present
Bank of America NT&SA 1988 - January 1999
Skills
Securities Regulation, Securities, Corporate Law, Corporate Governance, Mergers, Venture Capital, Licensing
Education
Phillips Exeter Academy
Stanford University
AB, International Relations
University of California, Berkeley, Haas School of Business
MBA
University of California, Los Angeles - School of Law
JD
Charles Schwab February 1999 - Present
Bank of America NT&SA 1988 - January 1999
Skills
Securities Regulation, Securities, Corporate Law, Corporate Governance, Mergers, Venture Capital, Licensing
Education
Phillips Exeter Academy
Stanford University
AB, International Relations
University of California, Berkeley, Haas School of Business
MBA
University of California, Los Angeles - School of Law
JD
Rene Leogrande's Charles Schwab Experience July 2013 - Present
Job Senior Product Manager, ETF Platform at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2013 - Present
Charles Schwab March 2007 - July 2013
Wells Fargo December 2004 - March 2007
Charles Schwab & Co 1996 - 2005
RR Donnelley Financial 1993 - 1995
Amerada Hess Corporation 1989 - 1992
Drexel Burhnam Lambert 1986 - 1990
Skills
Product Management, User Experience, Financial Services, Agile Methodologies, Product Marketing, Scrum, Usability Testing, Corporate Communications, Project Management, Vendor Management, Leadership, Analysis, Portfolio Management, E-commerce, Management
Education
State University of New York College at Buffalo
BS, Design
University of Arizona
MFA, Design
Charles Schwab July 2013 - Present
Charles Schwab March 2007 - July 2013
Wells Fargo December 2004 - March 2007
Charles Schwab & Co 1996 - 2005
RR Donnelley Financial 1993 - 1995
Amerada Hess Corporation 1989 - 1992
Drexel Burhnam Lambert 1986 - 1990
Skills
Product Management, User Experience, Financial Services, Agile Methodologies, Product Marketing, Scrum, Usability Testing, Corporate Communications, Project Management, Vendor Management, Leadership, Analysis, Portfolio Management, E-commerce, Management
Education
State University of New York College at Buffalo
BS, Design
University of Arizona
MFA, Design
Jamie Walter Jamie Walter's Charles Schwab Experience 1992 - 2002
Job Partner, Founders Capital Management, Inc.
Industry Investment Management
Experience
Founders Capital Management, Inc. September 2011 - Present
Shamrock Equity Advisors, Inc. 2006 - January 2012
Lighthouse Capital Management 2002 - 2006
Charles Schwab 1992 - 2002
Education
Stephen F. Austin State University 1978 — 1982
Bachelor of Science, Animal Science/Pre-Vet
Founders Capital Management, Inc. September 2011 - Present
Shamrock Equity Advisors, Inc. 2006 - January 2012
Lighthouse Capital Management 2002 - 2006
Charles Schwab 1992 - 2002
Education
Stephen F. Austin State University 1978 — 1982
Bachelor of Science, Animal Science/Pre-Vet
Michelle Gailey's Charles Schwab Experience November 2006 - April 2007
Job Business Analyst at Southwestern Eye Center
Industry Medical Practice
Experience
Southwestern Eye Center September 2015 - Present
Southwestern Eye Center April 2013 - September 2015
Southwestern Eye Center April 2007 - May 2013
Charles Schwab November 2006 - April 2007
Shaw Opticians March 2004 - September 2006
Skills
Accounts Receivable, Medical Billing, Healthcare, Customer Service, Healthcare Management, Revenue Cycle, Data Entry, Medical Terminology, Outlook, HIPAA, Microsoft Excel
Education
Suffolk County Community College 2002 — 2004
Psychology
State University of New York College at Buffalo 2000 — 2002
Psychology
Southwestern Eye Center September 2015 - Present
Southwestern Eye Center April 2013 - September 2015
Southwestern Eye Center April 2007 - May 2013
Charles Schwab November 2006 - April 2007
Shaw Opticians March 2004 - September 2006
Skills
Accounts Receivable, Medical Billing, Healthcare, Customer Service, Healthcare Management, Revenue Cycle, Data Entry, Medical Terminology, Outlook, HIPAA, Microsoft Excel
Education
Suffolk County Community College 2002 — 2004
Psychology
State University of New York College at Buffalo 2000 — 2002
Psychology
Dakota Wixom's Charles Schwab Experience June 2015 - August 2015
Job Seeking a Summer Internship / Quantitative Finance & Computer Science
Industry Financial Services
Experience
Charles Schwab June 2015 - August 2015
DigiDabble LLC, Timeline Media Services, and various other studios June 2011 - July 2015
Stevens Institute of Technology February 2015 - May 2015
Stevens Institute of Technology June 2014 - August 2014
ICAP June 2014 - June 2014
BPA June 2012 - August 2012
Skills
VBA, Financial Modeling, Risk Analysis, Quantitative Finance, Data Analysis, R, C++, Programming, JavaScript, Python, Web Design, CSS, Video Editing, After Effects, Motion Graphics, Animation, HTML5, Analysis, PHP, HTML 5, Matlab, Premiere, Data Visualization, jQuery, WordPress, Adobe Creative Suite, SQL, Bloomberg Terminal, MongoDB, Google Analytics, Google Adwords, Adsense, SAS E-Miner, Quantitative Investing, Quantitative Risk..., Quantitative Models, Swift, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, FactSet
Education
Stevens Institute of Technology 2013 — 2017
Bachelor of Science (B.S.), Quantitative Finance, Computer Science
Vancouver School of Arts and Academics 2009 — 2013
Computer Graphics, 9-12
Charles Schwab June 2015 - August 2015
DigiDabble LLC, Timeline Media Services, and various other studios June 2011 - July 2015
Stevens Institute of Technology February 2015 - May 2015
Stevens Institute of Technology June 2014 - August 2014
ICAP June 2014 - June 2014
BPA June 2012 - August 2012
Skills
VBA, Financial Modeling, Risk Analysis, Quantitative Finance, Data Analysis, R, C++, Programming, JavaScript, Python, Web Design, CSS, Video Editing, After Effects, Motion Graphics, Animation, HTML5, Analysis, PHP, HTML 5, Matlab, Premiere, Data Visualization, jQuery, WordPress, Adobe Creative Suite, SQL, Bloomberg Terminal, MongoDB, Google Analytics, Google Adwords, Adsense, SAS E-Miner, Quantitative Investing, Quantitative Risk..., Quantitative Models, Swift, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, FactSet
Education
Stevens Institute of Technology 2013 — 2017
Bachelor of Science (B.S.), Quantitative Finance, Computer Science
Vancouver School of Arts and Academics 2009 — 2013
Computer Graphics, 9-12
Andrea Darden, AAMS Andrea Darden, AAMS's Charles Schwab Experience July 2002 - November 2006
Job Managing Director/Owner
Industry Financial Services
Experience
Chisholm and Darden Investment Advisors January 2007 - Present
Olivet College September 2011 - December 2014
WBCBL Flint Lady Flames April 2009 - August 2010
Charles Schwab July 2002 - November 2006
Capital Resource Group April 2001 - April 2002
Skills
AAMS - Accredited Asset..., Investments, Estate Planning, Risk Management, Asset Management, Asset Managment, AAMS, Portfolio Management, Retirement, Wealth Management, Retirement Planning, Securities, Wealth, Asset Allocation, Investment Strategies, Finance, Investment Management, Leadership, Financial Advisory, Investment Advisory, Mutual Funds, Series 7, 401k, Financial Planners, Series 63, Management, Nonprofits, Financial Services, Small Business
Education
Stetson University 1998 — 2000
Western Michigan University
Chisholm and Darden Investment Advisors January 2007 - Present
Olivet College September 2011 - December 2014
WBCBL Flint Lady Flames April 2009 - August 2010
Charles Schwab July 2002 - November 2006
Capital Resource Group April 2001 - April 2002
Skills
AAMS - Accredited Asset..., Investments, Estate Planning, Risk Management, Asset Management, Asset Managment, AAMS, Portfolio Management, Retirement, Wealth Management, Retirement Planning, Securities, Wealth, Asset Allocation, Investment Strategies, Finance, Investment Management, Leadership, Financial Advisory, Investment Advisory, Mutual Funds, Series 7, 401k, Financial Planners, Series 63, Management, Nonprofits, Financial Services, Small Business
Education
Stetson University 1998 — 2000
Western Michigan University
Jennifer Hallahan's Charles Schwab Experience September 2000 - January 2005
Job Director, Public Relations at CA Inc.
Industry Computer Software
Experience
CA Inc. September 2005 - Present
TD Waterhouse February 2005 - July 2005
Charles Schwab September 2000 - January 2005
Jaffoni & Collins May 1997 - August 2000
Skills
Public Relations, Communication Training, Corporate Communications, Crisis Communications, Internal Communications, Media Relations, Message Development, Analyst Relations, Messaging, Thought Leadership, Investor Relations, Crisis Management, Spokesperson, Integrated Marketing, Strategic Communications, Content Development, Communications Planning, Social Media, Leadership, Marketing Communications, Press Releases, Social Media Marketing, Strategy, Management, Strategic Partnerships
Education
State University of New York College at Oswego 1995 — 1997
Bachelor’s Degree
CA Inc. September 2005 - Present
TD Waterhouse February 2005 - July 2005
Charles Schwab September 2000 - January 2005
Jaffoni & Collins May 1997 - August 2000
Skills
Public Relations, Communication Training, Corporate Communications, Crisis Communications, Internal Communications, Media Relations, Message Development, Analyst Relations, Messaging, Thought Leadership, Investor Relations, Crisis Management, Spokesperson, Integrated Marketing, Strategic Communications, Content Development, Communications Planning, Social Media, Leadership, Marketing Communications, Press Releases, Social Media Marketing, Strategy, Management, Strategic Partnerships
Education
State University of New York College at Oswego 1995 — 1997
Bachelor’s Degree
Claudia Bay Claudia Bay's Charles Schwab Experience April 2012 - Present
Job Specialist at Apple Inc.
Industry Computer Hardware
Experience
Charles Schwab April 2012 - Present
Apple Inc. October 2010 - April 2012
Outback Steakhouse June 2009 - May 2011
Greenway Ford May 2004 - September 2006
Skills
Bilingual-Spanish, Microsoft Office, iPhoto, Time Management, PowerPoint, Microsoft Excel, Mac OS X, Teamwork, Customer Satisfaction, Outlook, Sales, iWork, Process Scheduler, Customer Service, Leadership, Retail, Inventory Management, Microsoft Word, OS X, Team Building
Education
Strayer University (VA) 2008 — 2010
Business Administration, Management
Valencia Community College 2004 — 2008
AA Degree, associates in art
Charles Schwab April 2012 - Present
Apple Inc. October 2010 - April 2012
Outback Steakhouse June 2009 - May 2011
Greenway Ford May 2004 - September 2006
Skills
Bilingual-Spanish, Microsoft Office, iPhoto, Time Management, PowerPoint, Microsoft Excel, Mac OS X, Teamwork, Customer Satisfaction, Outlook, Sales, iWork, Process Scheduler, Customer Service, Leadership, Retail, Inventory Management, Microsoft Word, OS X, Team Building
Education
Strayer University (VA) 2008 — 2010
Business Administration, Management
Valencia Community College 2004 — 2008
AA Degree, associates in art
Michael Bartlow, AAMS Michael Bartlow, AAMS's Charles Schwab Experience July 1999 - March 2003
Job Financial Planning Advisor at VALIC
Industry Financial Services
Experience
VALIC February 2010 - Present
Money Map Advisors, LLP March 2003 - January 2010
Veritrust Financial March 2003 - January 2010
Charles Schwab July 1999 - March 2003
Morgan Stanley May 1995 - June 1999
Skills
Wealth Management, Retirement Planning, Asset Allocation, Mutual Funds, Investment Advisory, Financial Advisory, Investments, ETFs, Estate Planning, Portfolio Management, Asset Management, 401k, Insurance, Term Life Insurance, Series 7, Wealth Accumulation, Financial Planning, Wealth Transfer, High Net Worth..., Investment Strategies, Financial Advice, Annuities, Securities, Personal Finance, Wealth, Investment Products, Pensions, Insurance Planning, IRA's, Alternative Investments, Stocks, Retirement Income..., Income Protection, Annuity, Bonds, Series 66, Wealth Preservation..., Long Term Care, Series 63, Options, Tax, Equities, 529 Plans, Fixed Income, Comprehensive Wealth..., Asset Protection, Risk Management, Charitable Giving, Retirement, Finance
Education
Stephen F. Austin State University
Bachelor’s Degree, Accounting
VALIC February 2010 - Present
Money Map Advisors, LLP March 2003 - January 2010
Veritrust Financial March 2003 - January 2010
Charles Schwab July 1999 - March 2003
Morgan Stanley May 1995 - June 1999
Skills
Wealth Management, Retirement Planning, Asset Allocation, Mutual Funds, Investment Advisory, Financial Advisory, Investments, ETFs, Estate Planning, Portfolio Management, Asset Management, 401k, Insurance, Term Life Insurance, Series 7, Wealth Accumulation, Financial Planning, Wealth Transfer, High Net Worth..., Investment Strategies, Financial Advice, Annuities, Securities, Personal Finance, Wealth, Investment Products, Pensions, Insurance Planning, IRA's, Alternative Investments, Stocks, Retirement Income..., Income Protection, Annuity, Bonds, Series 66, Wealth Preservation..., Long Term Care, Series 63, Options, Tax, Equities, 529 Plans, Fixed Income, Comprehensive Wealth..., Asset Protection, Risk Management, Charitable Giving, Retirement, Finance
Education
Stephen F. Austin State University
Bachelor’s Degree, Accounting
Deborah Collins Deborah Collins's Charles Schwab Experience February 1999 - June 2005
Job Investment Analyst, Retirement & Investment Services at HANYS
Industry Financial Services
Experience
HANYS September 2014 - Present
Direct Retirement Solutions September 2007 - August 2014
The Ayco Company, L.P. July 2005 - July 2007
Charles Schwab February 1999 - June 2005
First Albany Corporation 1995 - 1997
Skills
401k, Retirement Planning, Defined Benefit, Retirement, Pensions, Mutual Funds, Wealth Management, Asset Allocation, Financial Advisory, Investment Advisory, Financial Planning
Education
State University of New York College at Geneseo 1988 — 1992
BA, Economics, Legal Studies
HANYS September 2014 - Present
Direct Retirement Solutions September 2007 - August 2014
The Ayco Company, L.P. July 2005 - July 2007
Charles Schwab February 1999 - June 2005
First Albany Corporation 1995 - 1997
Skills
401k, Retirement Planning, Defined Benefit, Retirement, Pensions, Mutual Funds, Wealth Management, Asset Allocation, Financial Advisory, Investment Advisory, Financial Planning
Education
State University of New York College at Geneseo 1988 — 1992
BA, Economics, Legal Studies
Frank Gates Frank Gates's Charles Schwab Experience October 2004 - March 2009
Job Chief Technology Officer at Prudential Investment
Industry Investment Management
Experience
Prudential Investment management services July 2009 - Present
Charles Schwab October 2004 - March 2009
Skills
Social Media, Project Management, Marketing Strategy, Software Project..., Software Engineering
Education
Stanford University 1982 — 1986
Bachelor's degree, Computer Engineering, Exceptional/outstanding
California Wesleyan College 1980 — 1982
Computer Technology & Networking (AAS), Computer and Information Sciences and Support Services
Prudential Investment management services July 2009 - Present
Charles Schwab October 2004 - March 2009
Skills
Social Media, Project Management, Marketing Strategy, Software Project..., Software Engineering
Education
Stanford University 1982 — 1986
Bachelor's degree, Computer Engineering, Exceptional/outstanding
California Wesleyan College 1980 — 1982
Computer Technology & Networking (AAS), Computer and Information Sciences and Support Services
Griffin Meyers Griffin Meyers's Charles Schwab Experience 1997 - 2003
Job Chief Operating Officer at AGP Wealth Advisors
Industry Financial Services
Experience
AGP Wealth Advisors January 2014 - Present
RIA Growth (Advanced Advisor Consulting) 2011 - 2013
Volt Wealth Management February 2010 - August 2012
Horan Capital Management March 2006 - February 2010
Churchill Management Group 2004 - 2006
TD Ameritrade 2003 - 2004
Charles Schwab 1997 - 2003
Skills
Portfolio Management, Financial Services, Wealth Management, Investments, Trading, Asset Management, Equities, Sales Management, Sales, Relationship Management, Building High..., Sales Rep Training, Consulting, Sales Process, Options Strategies, Management Consulting, Sales Management..., Outside Sales, Registered Investment..., Independent Financial..., Consultative Sales..., Consultative Sales..., Sales Leadership..., Content Writing, Unique Selling..., Executive Coaching, Direct Sales, Performance Management, RIA, series 66, Separately Managed..., Series 7
Education
State University of New York College at Buffalo
BS, Business
AGP Wealth Advisors January 2014 - Present
RIA Growth (Advanced Advisor Consulting) 2011 - 2013
Volt Wealth Management February 2010 - August 2012
Horan Capital Management March 2006 - February 2010
Churchill Management Group 2004 - 2006
TD Ameritrade 2003 - 2004
Charles Schwab 1997 - 2003
Skills
Portfolio Management, Financial Services, Wealth Management, Investments, Trading, Asset Management, Equities, Sales Management, Sales, Relationship Management, Building High..., Sales Rep Training, Consulting, Sales Process, Options Strategies, Management Consulting, Sales Management..., Outside Sales, Registered Investment..., Independent Financial..., Consultative Sales..., Consultative Sales..., Sales Leadership..., Content Writing, Unique Selling..., Executive Coaching, Direct Sales, Performance Management, RIA, series 66, Separately Managed..., Series 7
Education
State University of New York College at Buffalo
BS, Business
Joanne Cuthbertson Joanne Cuthbertson's Charles Schwab Experience May 2000 - Present
Job Publishing Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2000 - Present
Skills
Personal Financial..., Writing, Management, Social Media, Customer Service, Marketing Strategy, Investments, Finance, Financial Analysis, Editing, Public Relations, Social Media Marketing
Education
Swarthmore College
Bachelor's degree
Swarthmore College
Bachelor's degree
Charles Schwab May 2000 - Present
Skills
Personal Financial..., Writing, Management, Social Media, Customer Service, Marketing Strategy, Investments, Finance, Financial Analysis, Editing, Public Relations, Social Media Marketing
Education
Swarthmore College
Bachelor's degree
Swarthmore College
Bachelor's degree
Robert Ericksen Robert Ericksen's Charles Schwab Experience 1999 - 2003
Job Client Relations Manager II
Industry Financial Services
Experience
Wilmington Trust June 2014 - Present
Beneco January 2013 - January 2014
University of Phoenix 2010 - 2013
Capitol Wealth 2007 - 2010
AXA Advisors 2003 - 2007
Charles Schwab 1999 - 2003
First Union Brokerage 1997 - 1999
Boat/US and West Marine 1993 - 1997
US Navy 1985 - 1997
Skills
Strategy, Marketing, Marketing Strategy, Portfolio Management, Management, Operations Management, Retail, Leadership, Data Analysis, Business Planning, Budgets, Leadership Development, Strategic Planning, Training, Financial Services, Analysis, Team Leadership, Process Improvement, Program Management, Coaching, Team Building, Sales, Organizational..., Entrepreneurship, Financial Analysis, Finance
Education
University of Phoenix 2009 — 2011
Master of Business Administration (MBA)
SUNY Stony Brook
Bachelor of Science (BS) Physics
Wilmington Trust June 2014 - Present
Beneco January 2013 - January 2014
University of Phoenix 2010 - 2013
Capitol Wealth 2007 - 2010
AXA Advisors 2003 - 2007
Charles Schwab 1999 - 2003
First Union Brokerage 1997 - 1999
Boat/US and West Marine 1993 - 1997
US Navy 1985 - 1997
Skills
Strategy, Marketing, Marketing Strategy, Portfolio Management, Management, Operations Management, Retail, Leadership, Data Analysis, Business Planning, Budgets, Leadership Development, Strategic Planning, Training, Financial Services, Analysis, Team Leadership, Process Improvement, Program Management, Coaching, Team Building, Sales, Organizational..., Entrepreneurship, Financial Analysis, Finance
Education
University of Phoenix 2009 — 2011
Master of Business Administration (MBA)
SUNY Stony Brook
Bachelor of Science (BS) Physics
Brett Roser Brett Roser's Charles Schwab Experience January 2015 - Present
Job Associate Software Developer at Charles Schwab
Industry Computer Software
Experience
Charles Schwab January 2015 - Present
Ultra Electronics Advanced Tactical Systems May 2012 - January 2015
RenewData January 2012 - May 2012
BAE Systems March 2011 - November 2011
Skills
Agile Methodologies, C, C#, C, Java, Linux, Object Oriented Design, Software Development, Software Engineering, Subversion, XML
Education
State University of New York Institute of Technology at Utica/Rome 2007 — 2010
BS, Computer Science
Charles Schwab January 2015 - Present
Ultra Electronics Advanced Tactical Systems May 2012 - January 2015
RenewData January 2012 - May 2012
BAE Systems March 2011 - November 2011
Skills
Agile Methodologies, C, C#, C, Java, Linux, Object Oriented Design, Software Development, Software Engineering, Subversion, XML
Education
State University of New York Institute of Technology at Utica/Rome 2007 — 2010
BS, Computer Science
David Nielson's Charles Schwab Experience January 1997 - January 1999
Job Customer Service Representative at Tempur Sealy International
Industry Information Services
Experience
Tempur Sealy International February 2014 - August 2014
ACS, A Xerox Company October 2010 - June 2013
Expungement Assistance January 2006 - August 2009
Lexmark April 2005 - October 2005
Ashland Valvoline February 2005 - April 2005
University of Kentucky November 2004 - February 2005
QuickTrip May 2001 - December 2003
State Street Corp. 1999 - 2000
Baptist Foundation of Arizona February 1999 - August 1999
Charles Schwab January 1997 - January 1999
Skills
Customer Service, Account Management, Financial Accounting, Cash Handling Experience, Customer Oriented, Customer Satisfaction, Finance, Customer-focused Service
Education
Sullivan University 2007 — 2009
MBA, Finance
Harrisonville Senior High School
Tempur Sealy International February 2014 - August 2014
ACS, A Xerox Company October 2010 - June 2013
Expungement Assistance January 2006 - August 2009
Lexmark April 2005 - October 2005
Ashland Valvoline February 2005 - April 2005
University of Kentucky November 2004 - February 2005
QuickTrip May 2001 - December 2003
State Street Corp. 1999 - 2000
Baptist Foundation of Arizona February 1999 - August 1999
Charles Schwab January 1997 - January 1999
Skills
Customer Service, Account Management, Financial Accounting, Cash Handling Experience, Customer Oriented, Customer Satisfaction, Finance, Customer-focused Service
Education
Sullivan University 2007 — 2009
MBA, Finance
Harrisonville Senior High School
Dana Fox Dana Fox's Charles Schwab Experience September 2013 - Present
Job Director, Financial Planning & Analysis at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2013 - Present
Charles Schwab March 2012 - September 2013
Charles Schwab December 2009 - March 2012
Gryphon Investors August 2007 - March 2009
Tailwind Capital Partners July 2003 - May 2005
Thomas Weisel Partners July 2001 - July 2003
Education
Stanford University Graduate School of Business 2005 — 2007
M.B.A., Business
University of Pennsylvania 1997 — 2001
B.S. in Economics, B.S. in Engineering, Finance, Electrical Engineering
Charles Schwab September 2013 - Present
Charles Schwab March 2012 - September 2013
Charles Schwab December 2009 - March 2012
Gryphon Investors August 2007 - March 2009
Tailwind Capital Partners July 2003 - May 2005
Thomas Weisel Partners July 2001 - July 2003
Education
Stanford University Graduate School of Business 2005 — 2007
M.B.A., Business
University of Pennsylvania 1997 — 2001
B.S. in Economics, B.S. in Engineering, Finance, Electrical Engineering
Jessie Whittman Jessie Whittman's Charles Schwab Experience April 2006 - December 2008
Job Account Executive at EBN Ecommerce Business Network
Industry Computer Software
Experience
EBN - Ecommerce Business Network January 2009 - Present
Charles Schwab April 2006 - December 2008
Education
Stanford Business School 1992 — 1996
Masters, Business
EBN - Ecommerce Business Network January 2009 - Present
Charles Schwab April 2006 - December 2008
Education
Stanford Business School 1992 — 1996
Masters, Business
Rich Margadonna Rich Margadonna's Charles Schwab Experience June 2013 - Present
Job Risk Analyst at Charles Schwab
Industry Legal Services
Experience
Charles Schwab June 2013 - Present
The Law Offices of Mark S. Spangler, P.A. September 2010 - Present
Rose Bay Homeowners Association January 2012 - Present
Rose Bay Homes Owners Association January 2009 - January 2012
Moran, Kidd, Lyons, Johnson & Berkson, P.A. December 2008 - August 2010
Arnold, Matheny & Eagan, P.A. March 2006 - December 2008
Skills
Litigation, Legal Research, Commercial Litigation, Legal Writing, Estate Planning, Corporate Law, Courts, Trials, Legal Assistance, Civil Litigation, Mediation, Appeals, Product Liability, Trial Practice, Personal Injury
Education
Stetson University College of Law 2003 — 2005
JD, Law
Stetson University 2003 — 2005
MBA
University of Florida - Warrington College of Business Administration 1997 — 2001
B.S., Decision & Information Sciences
Charles Schwab June 2013 - Present
The Law Offices of Mark S. Spangler, P.A. September 2010 - Present
Rose Bay Homeowners Association January 2012 - Present
Rose Bay Homes Owners Association January 2009 - January 2012
Moran, Kidd, Lyons, Johnson & Berkson, P.A. December 2008 - August 2010
Arnold, Matheny & Eagan, P.A. March 2006 - December 2008
Skills
Litigation, Legal Research, Commercial Litigation, Legal Writing, Estate Planning, Corporate Law, Courts, Trials, Legal Assistance, Civil Litigation, Mediation, Appeals, Product Liability, Trial Practice, Personal Injury
Education
Stetson University College of Law 2003 — 2005
JD, Law
Stetson University 2003 — 2005
MBA
University of Florida - Warrington College of Business Administration 1997 — 2001
B.S., Decision & Information Sciences
Kent S. Iglehart Kent S. Iglehart's Charles Schwab Experience September 2006 - December 2007
Job Vice President, Market Risk Audit Manager at Bank of the West
Industry Capital Markets
Experience
Bank of the West December 2011 - Present
Farm Credit Administration October 2009 - November 2011
Union Bank of California January 2008 - April 2009
Charles Schwab September 2006 - December 2007
UBS Investment Bank November 2005 - August 2006
ZPoint Advisors, LLC. November 2004 - February 2005
Citi October 2000 - December 2004
Citi March 1998 - October 2000
Bank of America March 1991 - July 1997
UBS July 1986 - February 1991
Skills
VAR, Credit, Derivatives, Market Risk, Sales, FAS 157, FAS 133, Risk Management, Interest Rate..., Internal Audit, Fixed Income, Financial Risk, Hedging, Portfolio Management, Hedge Funds, Financial Markets, ALM, Credit Derivatives, Equities, Equity Derivatives, Commodity, Financial Modeling, Investment Banking, Basel II, Banking, Trading, Basel III, Capital Planning, DFAST, CCAR, Securities, Options
Education
Stanford University 1982 — 1986
BA, Quantitative Economics
Gunn High School, Palo Alto, CA 1978 — 1982
Bank of the West December 2011 - Present
Farm Credit Administration October 2009 - November 2011
Union Bank of California January 2008 - April 2009
Charles Schwab September 2006 - December 2007
UBS Investment Bank November 2005 - August 2006
ZPoint Advisors, LLC. November 2004 - February 2005
Citi October 2000 - December 2004
Citi March 1998 - October 2000
Bank of America March 1991 - July 1997
UBS July 1986 - February 1991
Skills
VAR, Credit, Derivatives, Market Risk, Sales, FAS 157, FAS 133, Risk Management, Interest Rate..., Internal Audit, Fixed Income, Financial Risk, Hedging, Portfolio Management, Hedge Funds, Financial Markets, ALM, Credit Derivatives, Equities, Equity Derivatives, Commodity, Financial Modeling, Investment Banking, Basel II, Banking, Trading, Basel III, Capital Planning, DFAST, CCAR, Securities, Options
Education
Stanford University 1982 — 1986
BA, Quantitative Economics
Gunn High School, Palo Alto, CA 1978 — 1982
Dean Walker Dean Walker's Charles Schwab Experience August 2014 - Present
Job Senior Analyst Business Strategy at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2014 - Present
Capital One September 2013 - August 2014
Capital One July 2012 - September 2013
Corven August 2011 - September 2011
Stanford University September 2010 - June 2011
Hess Corporation June 2010 - August 2010
Skills
Data Analysis, Financial Analysis, Financial Modeling, Finance
Education
Stanford University 2008 — 2012
BA, Economics
Abingdon School 2003 — 2008
Charles Schwab August 2014 - Present
Capital One September 2013 - August 2014
Capital One July 2012 - September 2013
Corven August 2011 - September 2011
Stanford University September 2010 - June 2011
Hess Corporation June 2010 - August 2010
Skills
Data Analysis, Financial Analysis, Financial Modeling, Finance
Education
Stanford University 2008 — 2012
BA, Economics
Abingdon School 2003 — 2008
Bret Feldman's Charles Schwab Experience June 2015 - Present
Job Managing Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2015 - Present
Charles Schwab June 2011 - June 2015
Charles Schwab April 2010 - June 2011
Charles Schwab May 2008 - April 2010
KCM Asset Management January 2007 - May 2008
Skills
Strength Training, Change Management, Employee Engagement, People Skills
Education
University of Florida - Warrington College Of Business 2010 — 2011
MBA
Stetson University 2004 — 2008
B.A.
Charles Schwab June 2015 - Present
Charles Schwab June 2011 - June 2015
Charles Schwab April 2010 - June 2011
Charles Schwab May 2008 - April 2010
KCM Asset Management January 2007 - May 2008
Skills
Strength Training, Change Management, Employee Engagement, People Skills
Education
University of Florida - Warrington College Of Business 2010 — 2011
MBA
Stetson University 2004 — 2008
B.A.
Brandon Becker, CIMA®'s Charles Schwab Experience 1999 - 2001
Job
Industry Financial Services
Experience
Curian Capital 2004 - Present
PFSI - DIS 2001 - 2004
Charles Schwab 1999 - 2001
Skills
Series 7, Mutual Funds, Series 63, Alternative Investments, Asset Allocation, Equities, Investment Advisory, Financial Advisory, Asset Managment, CRD# 4034319, Barra Aegis, Bloomberg, ETFs, Fixed Income, Ibbotson, Investments, Investment Strategies, Marketing, Microsoft Excel, Microsoft Office, Morningstar Direct, Portfolio Management, PowerPoint, Reuters, Securities, Strategic Financial..., Wealth Management, Zephyr Style Advisor
Education
State University of New York College at Plattsburgh
BS, Business Management
Irondequoit High School, New York
Curian Capital 2004 - Present
PFSI - DIS 2001 - 2004
Charles Schwab 1999 - 2001
Skills
Series 7, Mutual Funds, Series 63, Alternative Investments, Asset Allocation, Equities, Investment Advisory, Financial Advisory, Asset Managment, CRD# 4034319, Barra Aegis, Bloomberg, ETFs, Fixed Income, Ibbotson, Investments, Investment Strategies, Marketing, Microsoft Excel, Microsoft Office, Morningstar Direct, Portfolio Management, PowerPoint, Reuters, Securities, Strategic Financial..., Wealth Management, Zephyr Style Advisor
Education
State University of New York College at Plattsburgh
BS, Business Management
Irondequoit High School, New York
Abe Smith Abe Smith's Charles Schwab Experience February 1999 - December 2000
Job InfoSec Architect at Cepheid
Industry Computer & Network Security
Experience
Cepheid September 2013 - Present
BlueCore Networks January 2010 - September 2013
Visa 2007 - 2009
Xilinx 2004 - 2007
Franklin Templeton Investments September 2003 - December 2004
Clickmarks 2000 - 2002
Charles Schwab February 1999 - December 2000
Synopsys September 1996 - July 1998
Pacific Bell Network Integration February 1995 - September 1996
Sun 1992 - 1994
Skills
Enterprise IT..., Palo Alto Networks..., Firewall migration, IT Transformation, Network Security, Information Security, Firewalls, Vulnerability Assessment, Team Building, CISSP, Information Technology, Networking, Penetration Testing, IT Audit, Application Security, Risk Management, Information Security..., Computer Security, Checkpoint, IDS, Security, Strategy, Network Architecture, Professional Services, Vulnerability Management, Business Continuity, Data Center, ISO 27001, Encryption, Leadership, PCI DSS, Security Audits, Security Architecture..., Cloud Computing, Identity Management, Infrastructure, Virtualization, PKI, Intrusion Detection, IPS
Education
Stanford University Graduate School of Business 2001 — 2001
SEP
Cepheid September 2013 - Present
BlueCore Networks January 2010 - September 2013
Visa 2007 - 2009
Xilinx 2004 - 2007
Franklin Templeton Investments September 2003 - December 2004
Clickmarks 2000 - 2002
Charles Schwab February 1999 - December 2000
Synopsys September 1996 - July 1998
Pacific Bell Network Integration February 1995 - September 1996
Sun 1992 - 1994
Skills
Enterprise IT..., Palo Alto Networks..., Firewall migration, IT Transformation, Network Security, Information Security, Firewalls, Vulnerability Assessment, Team Building, CISSP, Information Technology, Networking, Penetration Testing, IT Audit, Application Security, Risk Management, Information Security..., Computer Security, Checkpoint, IDS, Security, Strategy, Network Architecture, Professional Services, Vulnerability Management, Business Continuity, Data Center, ISO 27001, Encryption, Leadership, PCI DSS, Security Audits, Security Architecture..., Cloud Computing, Identity Management, Infrastructure, Virtualization, PKI, Intrusion Detection, IPS
Education
Stanford University Graduate School of Business 2001 — 2001
SEP
Garrett Plante's Charles Schwab Experience July 2008 - January 2009
Job
Industry Human Resources
Experience
Workday August 2012 - Present
Workday January 2010 - August 2012
HP Enterprise Services March 2009 - January 2010
Charles Schwab July 2008 - January 2009
Towers Perrin July 2001 - March 2008
Skills
Web Services, HR Service Delivery, HRIS, Business Process, Requirements Analysis, Performance Management, Process Improvement, PeopleSoft, SaaS, Talent Management, Management Consulting, Quality Assurance, Business Process..., Testing, Workday, Project Management, Human Resources, Software Documentation, Workday HCM Certified..., Workday Talent..., Workday Performance..., Workday Configurable...
Education
University at Albany, SUNY 1999 — 2001
MBA, HR, HRIS
State University of New York College at Fredonia 1988 — 1992
BA, Psychology
Workday August 2012 - Present
Workday January 2010 - August 2012
HP Enterprise Services March 2009 - January 2010
Charles Schwab July 2008 - January 2009
Towers Perrin July 2001 - March 2008
Skills
Web Services, HR Service Delivery, HRIS, Business Process, Requirements Analysis, Performance Management, Process Improvement, PeopleSoft, SaaS, Talent Management, Management Consulting, Quality Assurance, Business Process..., Testing, Workday, Project Management, Human Resources, Software Documentation, Workday HCM Certified..., Workday Talent..., Workday Performance..., Workday Configurable...
Education
University at Albany, SUNY 1999 — 2001
MBA, HR, HRIS
State University of New York College at Fredonia 1988 — 1992
BA, Psychology
Eric Ellison's Charles Schwab Experience September 2004 - March 2006
Job Vice President / Executive Recruiter at J.P.Morgan Asset Management
Industry Staffing and Recruiting
Experience
JP Morgan August 2009 - Present
Harman International April 2009 - July 2009
JPMorgan Chase November 2007 - February 2009
UBS March 2006 - November 2007
Charles Schwab September 2004 - March 2006
Edge Management 1995 - 2003
Education
State University of New York College at Oswego 1991 — 1995
BA, Communications
Yorktown High School 1989 — 1991
JP Morgan August 2009 - Present
Harman International April 2009 - July 2009
JPMorgan Chase November 2007 - February 2009
UBS March 2006 - November 2007
Charles Schwab September 2004 - March 2006
Edge Management 1995 - 2003
Education
State University of New York College at Oswego 1991 — 1995
BA, Communications
Yorktown High School 1989 — 1991
theresa thomas's Charles Schwab Experience August 2002 - October 2004
Job Group HR Director at Abbott Diabetes Care
Industry Human Resources
Experience
Abbott Diabetes Care December 2013 - Present
Abbott Diabetes Care August 2006 - December 2013
APX Consulting January 2005 - August 2006
Charles Schwab August 2002 - October 2004
Catalyst May 2001 - August 2002
PG&E 1998 - 2001
Apple Computer January 1989 - October 1996
Hewlett Packard 1982 - 1989
Skills
Philanthropy, Organizational..., Talent Management, Succession Planning, Leadership Development, Executive Coaching, Talent Acquisition, Employee Relations, Employee Engagement, Performance Management, Onboarding, Organizational..., Recruiting, Training, Strategy, Personnel Management, Employee Benefits, Start-ups, Labor Relations, Management, Employee Training, Organizational Design, HR Transformation, Executive Management, Sourcing, Leadership, Career Development, College Recruiting, Business Strategy, Executive Search, Deferred Compensation, Management Development, Human Resources, Compensation & Benefit, Interviews, 360 Feedback, Employer Branding, HR Consulting, Conflict Resolution, Workshop Facilitation, Diversity & Inclusion, Workforce Planning, Consulting, Applicant Tracking..., HR Policies, Program Management, Technical Recruiting
Education
Stanford University
BA, Psychology
Abbott Diabetes Care December 2013 - Present
Abbott Diabetes Care August 2006 - December 2013
APX Consulting January 2005 - August 2006
Charles Schwab August 2002 - October 2004
Catalyst May 2001 - August 2002
PG&E 1998 - 2001
Apple Computer January 1989 - October 1996
Hewlett Packard 1982 - 1989
Skills
Philanthropy, Organizational..., Talent Management, Succession Planning, Leadership Development, Executive Coaching, Talent Acquisition, Employee Relations, Employee Engagement, Performance Management, Onboarding, Organizational..., Recruiting, Training, Strategy, Personnel Management, Employee Benefits, Start-ups, Labor Relations, Management, Employee Training, Organizational Design, HR Transformation, Executive Management, Sourcing, Leadership, Career Development, College Recruiting, Business Strategy, Executive Search, Deferred Compensation, Management Development, Human Resources, Compensation & Benefit, Interviews, 360 Feedback, Employer Branding, HR Consulting, Conflict Resolution, Workshop Facilitation, Diversity & Inclusion, Workforce Planning, Consulting, Applicant Tracking..., HR Policies, Program Management, Technical Recruiting
Education
Stanford University
BA, Psychology
Michele Claman's Charles Schwab Experience April 1994 - February 2009
Job VP Enterprise Project Office at Bank of the West
Industry Financial Services
Experience
Wells Fargo 2009 - 2010
Charles Schwab April 1994 - February 2009
Coopers and Lybrand January 1990 - April 1994
Skills
PMO, SDLC, Vendor Management, Program Management, Risk Management, Portfolio Management, Financial Services, Business Analysis, Project Portfolio..., PMP, Process Improvement, Business Process..., Project Management, Team Building, Banking, Leadership, Business Process, Strategy, Integration, Cross-functional Team..., Enterprise Software, MS Project
Education
Stephens College
BA
University of Missouri-Columbia, College of Business
MBA
Wells Fargo 2009 - 2010
Charles Schwab April 1994 - February 2009
Coopers and Lybrand January 1990 - April 1994
Skills
PMO, SDLC, Vendor Management, Program Management, Risk Management, Portfolio Management, Financial Services, Business Analysis, Project Portfolio..., PMP, Process Improvement, Business Process..., Project Management, Team Building, Banking, Leadership, Business Process, Strategy, Integration, Cross-functional Team..., Enterprise Software, MS Project
Education
Stephens College
BA
University of Missouri-Columbia, College of Business
MBA
Sheri Anderson's Charles Schwab Experience 1984 - 1995
Job Director at Little Passports
Industry Information Technology and Services
Experience
Little Passports 2011 - Present
Raleys January 2004 - May 2015
Business Objects (SAP) July 2005 - July 2008
Business Objects, an SAP Company 2008 - 2008
Xilinx, Inc. 2001 - 2004
Novell 2000 - 2001
Novell Inc 1995 - 2000
Charles Schwab 1984 - 1995
Wells Fargo Bank 1980 - 1984
Skills
SaaS, Strategic Partnerships, Management, Executive Management, Team Building, IT Strategy, Start-ups, Strategy, Change Management, Cloud Computing, Program Management, Business Strategy, Customer Service, Product Management, Cross-functional Team..., Mergers & Acquisitions, Strategic Planning, Business Intelligence
Education
Stanford University 1972 — 1976
Little Passports 2011 - Present
Raleys January 2004 - May 2015
Business Objects (SAP) July 2005 - July 2008
Business Objects, an SAP Company 2008 - 2008
Xilinx, Inc. 2001 - 2004
Novell 2000 - 2001
Novell Inc 1995 - 2000
Charles Schwab 1984 - 1995
Wells Fargo Bank 1980 - 1984
Skills
SaaS, Strategic Partnerships, Management, Executive Management, Team Building, IT Strategy, Start-ups, Strategy, Change Management, Cloud Computing, Program Management, Business Strategy, Customer Service, Product Management, Cross-functional Team..., Mergers & Acquisitions, Strategic Planning, Business Intelligence
Education
Stanford University 1972 — 1976
Lucia Mendoza-Ronquillo's Charles Schwab Experience February 1999 - October 1999
Job Marketing Strategy, Technology, Process Optimization and Analytics Leader
Industry Investment Management
Experience
Wells Fargo May 2013 - Present
BlackRock April 2009 - May 2013
JP Morgan Chase April 2007 - March 2009
Wells Fargo December 2002 - April 2007
E*TRADE Financial October 1999 - December 2002
Charles Schwab February 1999 - October 1999
Bank of America December 1985 - February 1999
Skills
Database Marketing, Email Marketing, Marketing Analytics, Data Warehousing, Teradata, Direct Marketing, End to End Campaign..., Campaign Effectiveness, Digital Marketing, Predictive Analytics, Segmentation, Business Intelligence..., MicroStrategy Reporting, Business Objects, Unica Affinium Campaign, Marketing Strategy, Strategic Financial..., Financial Modeling, Activity Based Costing, Investment Management, Technical Project..., Marketing Resource..., Analytics, Customer Acquisition, Business Intelligence, CRM, Customer Insight, Lead Generation, Management, Vendor Management, Strategy
Education
Stanford University Graduate School of Business 2012 — 2012
Executive Program
University of San Francisco - School of Management
MBA
University of the Philippines
BS
Wells Fargo May 2013 - Present
BlackRock April 2009 - May 2013
JP Morgan Chase April 2007 - March 2009
Wells Fargo December 2002 - April 2007
E*TRADE Financial October 1999 - December 2002
Charles Schwab February 1999 - October 1999
Bank of America December 1985 - February 1999
Skills
Database Marketing, Email Marketing, Marketing Analytics, Data Warehousing, Teradata, Direct Marketing, End to End Campaign..., Campaign Effectiveness, Digital Marketing, Predictive Analytics, Segmentation, Business Intelligence..., MicroStrategy Reporting, Business Objects, Unica Affinium Campaign, Marketing Strategy, Strategic Financial..., Financial Modeling, Activity Based Costing, Investment Management, Technical Project..., Marketing Resource..., Analytics, Customer Acquisition, Business Intelligence, CRM, Customer Insight, Lead Generation, Management, Vendor Management, Strategy
Education
Stanford University Graduate School of Business 2012 — 2012
Executive Program
University of San Francisco - School of Management
MBA
University of the Philippines
BS
Marcia Gillespie-Norder's Charles Schwab Experience May 2011 - Present
Job Business Analyst and Musician
Industry Information Services
Experience
Austin Civic Orchestra July 2012 - Present
Charles Schwab May 2011 - Present
Austin Civic Orchestra August 2000 - Present
Austin Civic Orchestra June 2009 - June 2012
Hoovers Inc. April 2010 - April 2011
Dell April 2009 - November 2009
Tokyo Electron July 2000 - March 2009
Tokyo Electron US Holdings, INC. 2000 - March 2009
Tokyo Electron America Inc. 2000 - March 2009
Tokyo Electron /TEL 2000 - 2009
Skills
Software Documentation, Visio, SharePoint, Project Management, Business Analysis, Access, Troubleshooting, Product Management, Technical Writing
Education
University of Tennessee-Knoxville 1996 — 1999
Bachelor of Music, Music Performance, Flute
Stephen F. Austin State University 1995 — 1996
Music Education
Austin Civic Orchestra July 2012 - Present
Charles Schwab May 2011 - Present
Austin Civic Orchestra August 2000 - Present
Austin Civic Orchestra June 2009 - June 2012
Hoovers Inc. April 2010 - April 2011
Dell April 2009 - November 2009
Tokyo Electron July 2000 - March 2009
Tokyo Electron US Holdings, INC. 2000 - March 2009
Tokyo Electron America Inc. 2000 - March 2009
Tokyo Electron /TEL 2000 - 2009
Skills
Software Documentation, Visio, SharePoint, Project Management, Business Analysis, Access, Troubleshooting, Product Management, Technical Writing
Education
University of Tennessee-Knoxville 1996 — 1999
Bachelor of Music, Music Performance, Flute
Stephen F. Austin State University 1995 — 1996
Music Education
Dan Seiden's Charles Schwab Experience September 1998 - June 2004
Job Programmer/Analyst at UC Berkeley
Industry Computer Software
Experience
UC Berkeley April 2005 - Present
Charles Schwab September 1998 - June 2004
VISA 1989 - 1998
Concord Assets Group 1984 - 1988
Chase Manhattan Bank 1980 - 1985
Skills
Software Project..., Mainframe, SQL, Java, Testing, SDLC, Database Design, Systems Analysis, Visio, Software Development, Data Modeling, Data Warehousing, Databases, XML, DB2, Business Analysis, Requirements Analysis, PL/SQL, Requirements Gathering
Education
State University of New York at New Paltz 1970 — 1975
UC Berkeley April 2005 - Present
Charles Schwab September 1998 - June 2004
VISA 1989 - 1998
Concord Assets Group 1984 - 1988
Chase Manhattan Bank 1980 - 1985
Skills
Software Project..., Mainframe, SQL, Java, Testing, SDLC, Database Design, Systems Analysis, Visio, Software Development, Data Modeling, Data Warehousing, Databases, XML, DB2, Business Analysis, Requirements Analysis, PL/SQL, Requirements Gathering
Education
State University of New York at New Paltz 1970 — 1975
Janet Lecuyer's Charles Schwab Experience 1996 - 2001
Job Director, Product Development and Managaement at Kaiser Permanente
Industry Hospital & Health Care
Experience
Kaiser Permanente 2003 - Present
Charles Schwab 1996 - 2001
Atari 1981 - 1983
Education
Stanford University Graduate School of Business 1979 — 1981
Kaiser Permanente 2003 - Present
Charles Schwab 1996 - 2001
Atari 1981 - 1983
Education
Stanford University Graduate School of Business 1979 — 1981
Jon Deane's Charles Schwab Experience 2002 - 2002
Job Senior Program Officer
Industry Philanthropy
Experience
Bill and Melinda Gates Foundation July 2015 - Present
Summit Public Schools July 2011 - July 2015
Everest Public High School July 2009 - June 2011
Summit Prep Charter High School May 2008 - June 2009
Summit Preparatory Charter High School August 2005 - June 2008
Prospect Hill Academy Charter School 2003 - 2005
Charles Schwab 2002 - 2002
Callan Associates August 2000 - October 2001
eSubscriber 1990 - 2000
Deloitte & Touche September 1995 - September 1998
Skills
Public Speaking, Teaching, Mathematics Education, Classroom, Curriculum Development, Spanish, Instructional Design, Curriculum Design, Staff Development, Educational Leadership, Educational Technology, Program Management, Coaching, Tutoring, Teacher Training, Technology Integration, E-Learning, Higher Education, Distance Learning, K-12, Nonprofits, Program Development, Community Outreach, Research, Strategic Planning
Education
Stanford University 1991 — 1995
BA, Economics
Campolindo 1987 — 1991
Bill and Melinda Gates Foundation July 2015 - Present
Summit Public Schools July 2011 - July 2015
Everest Public High School July 2009 - June 2011
Summit Prep Charter High School May 2008 - June 2009
Summit Preparatory Charter High School August 2005 - June 2008
Prospect Hill Academy Charter School 2003 - 2005
Charles Schwab 2002 - 2002
Callan Associates August 2000 - October 2001
eSubscriber 1990 - 2000
Deloitte & Touche September 1995 - September 1998
Skills
Public Speaking, Teaching, Mathematics Education, Classroom, Curriculum Development, Spanish, Instructional Design, Curriculum Design, Staff Development, Educational Leadership, Educational Technology, Program Management, Coaching, Tutoring, Teacher Training, Technology Integration, E-Learning, Higher Education, Distance Learning, K-12, Nonprofits, Program Development, Community Outreach, Research, Strategic Planning
Education
Stanford University 1991 — 1995
BA, Economics
Campolindo 1987 — 1991
Scott Antin's Charles Schwab Experience July 2014 - Present
Job VPFinancial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2014 - Present
Gerstein Fisher January 2005 - July 2014
Education
State University of New York College at Buffalo 1987 — 1991
University at Buffalo 1987 — 1991
Charles Schwab July 2014 - Present
Gerstein Fisher January 2005 - July 2014
Education
State University of New York College at Buffalo 1987 — 1991
University at Buffalo 1987 — 1991
Sheila Lindsay's Charles Schwab Experience September 1984 - November 2003
Job Director Compliance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
Fidelity Investments October 2010 - February 2014
Fidelity Investments December 2003 - November 2010
Charles Schwab September 1984 - November 2003
Education
Stanford University 1977 — 1981
Bachelor of Arts (BA), International Relations
Fidelity Investments March 2014 - Present
Fidelity Investments October 2010 - February 2014
Fidelity Investments December 2003 - November 2010
Charles Schwab September 1984 - November 2003
Education
Stanford University 1977 — 1981
Bachelor of Arts (BA), International Relations
Stephen DeCristo's Charles Schwab Experience June 1999 - August 2002
Job Manager/Broker Associate at Olde Town Brokers, Inc.
Industry Real Estate
Experience
Olde Town Brokers, Inc. January 2003 - Present
Charles Schwab June 1999 - August 2002
fp Spiralkote November 1998 - June 1999
Skills
Real Estate, Foreclosures, Sellers, First Time Home Buyers, Investment Properties, Relocation, Buyer Representation, Residential Homes, Single Family Homes, Listings, Short Sales, Insurance, Investments, Real Estate Transactions, New Home Sales, Condos, Investors, Referrals, Rentals, REO, Real Property, Vacation Homes, Property Management, Townhomes, Real Estate Development, Home Staging, Property, e-PRO, Buyers, Brokerage, Leases, Income Properties, Luxury, National Association of..., Selling, Waterfront, Seniors, SFR, Commercial Real Estate, 1031 Exchanges, Move Up Buyers, ABR, Real Estate License, Relocation Buyers, HUD, FHA, New Homes, Apartments, Location Intelligence, Real Estate Economics
Education
State University of New York College at Oswego 1993 — 1997
Bachelor of Science (BS)
New Hartford High School 1989 — 1993
Olde Town Brokers, Inc. January 2003 - Present
Charles Schwab June 1999 - August 2002
fp Spiralkote November 1998 - June 1999
Skills
Real Estate, Foreclosures, Sellers, First Time Home Buyers, Investment Properties, Relocation, Buyer Representation, Residential Homes, Single Family Homes, Listings, Short Sales, Insurance, Investments, Real Estate Transactions, New Home Sales, Condos, Investors, Referrals, Rentals, REO, Real Property, Vacation Homes, Property Management, Townhomes, Real Estate Development, Home Staging, Property, e-PRO, Buyers, Brokerage, Leases, Income Properties, Luxury, National Association of..., Selling, Waterfront, Seniors, SFR, Commercial Real Estate, 1031 Exchanges, Move Up Buyers, ABR, Real Estate License, Relocation Buyers, HUD, FHA, New Homes, Apartments, Location Intelligence, Real Estate Economics
Education
State University of New York College at Oswego 1993 — 1997
Bachelor of Science (BS)
New Hartford High School 1989 — 1993
Cara Vercellone's Charles Schwab Experience February 1989 - October 2014
Job Branch Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade November 2014 - Present
Charles Schwab February 1989 - October 2014
Skills
Asset Management, Investments, Mutual Funds, Retirement Planning, Series 63, Series 7, Strategic Financial..., Wealth Management, Financial Services, Portfolio Management, Asset Allocation, Financial Planning, Securities
Education
Stony Brook University 1983 — 1988
TD Ameritrade November 2014 - Present
Charles Schwab February 1989 - October 2014
Skills
Asset Management, Investments, Mutual Funds, Retirement Planning, Series 63, Series 7, Strategic Financial..., Wealth Management, Financial Services, Portfolio Management, Asset Allocation, Financial Planning, Securities
Education
Stony Brook University 1983 — 1988
Lisa Mabel's Charles Schwab Experience 1997 - 1998
Job VP / Director of Client Relations at Matrix Asset Advisors, Inc.
Industry Financial Services
Experience
Matrix Asset Advisors April 2003 - Present
Schwab Institutional August 1998 - December 2002
Charles Schwab 1997 - 1998
Skills
Customer Service, Series 7, Investment Advisory, Electronic Payments, Mutual Funds, Financial Markets, Securities, Investments
Education
State University of New York at New Paltz 1993 — 1997
University at Albany, SUNY 1993 — 1997
Matrix Asset Advisors April 2003 - Present
Schwab Institutional August 1998 - December 2002
Charles Schwab 1997 - 1998
Skills
Customer Service, Series 7, Investment Advisory, Electronic Payments, Mutual Funds, Financial Markets, Securities, Investments
Education
State University of New York at New Paltz 1993 — 1997
University at Albany, SUNY 1993 — 1997
Jay Cocorullo's Charles Schwab Experience August 2014 - Present
Job Program Manager Talent Acquisition, Charles Schwab
Industry Human Resources
Experience
Charles Schwab August 2014 - Present
The Walt Disney Company February 2013 - August 2014
The Walt Disney Company January 2012 - January 2013
The Walt Disney Company November 2008 - January 2012
The Walt Disney Company November 2005 - October 2008
The Walt Disney Company April 2005 - November 2005
The Walt Disney Company June 2002 - April 2005
Skills
Microsoft Excel, Microsoft Access, SAP, Recruiting, Process Improvement, Outlook, PowerPoint, Microsoft Office, Team Leadership, Microsoft Word, Forecasting, Project Management, Access, Management, Change Management, Operations Management, Analysis, Time Management, Retail, Human Resources, Training, Leadership, College Recruiting, Talent Acquisition, Customer Service, Strategy, Onboarding, Interviews, Hiring, Event Planning, Social Networking, Event Management, Social Media, Team Building
Education
Stetson University 2007 — 2008
MBA, Business
University of Florida 1999 — 2002
BA, Business Admin
Charles Schwab August 2014 - Present
The Walt Disney Company February 2013 - August 2014
The Walt Disney Company January 2012 - January 2013
The Walt Disney Company November 2008 - January 2012
The Walt Disney Company November 2005 - October 2008
The Walt Disney Company April 2005 - November 2005
The Walt Disney Company June 2002 - April 2005
Skills
Microsoft Excel, Microsoft Access, SAP, Recruiting, Process Improvement, Outlook, PowerPoint, Microsoft Office, Team Leadership, Microsoft Word, Forecasting, Project Management, Access, Management, Change Management, Operations Management, Analysis, Time Management, Retail, Human Resources, Training, Leadership, College Recruiting, Talent Acquisition, Customer Service, Strategy, Onboarding, Interviews, Hiring, Event Planning, Social Networking, Event Management, Social Media, Team Building
Education
Stetson University 2007 — 2008
MBA, Business
University of Florida 1999 — 2002
BA, Business Admin
Jaime Bass's Charles Schwab Experience August 2000 - May 2002
Job Project Manager at KPOST Company
Industry Construction
Experience
KPOST Company May 2015 - Present
Roofing Solutions LLC November 2013 - Present
Kidd Roofing March 2011 - November 2013
JRCS, Inc. June 2007 - November 2013
D&H Roofing May 2002 - September 2007
Charles Schwab August 2000 - May 2002
Skills
Construction, Construction Management, Contract Negotiation, Contract Management, Process Scheduler, Renovation, Value Engineering, Contractors, Change Orders, Project Estimation, Pre-construction, Subcontracting
Education
The University of Texas at Austin 1996 — 2000
Bachelors of Journalism, Journalism
Stephen F. Austin State University
KPOST Company May 2015 - Present
Roofing Solutions LLC November 2013 - Present
Kidd Roofing March 2011 - November 2013
JRCS, Inc. June 2007 - November 2013
D&H Roofing May 2002 - September 2007
Charles Schwab August 2000 - May 2002
Skills
Construction, Construction Management, Contract Negotiation, Contract Management, Process Scheduler, Renovation, Value Engineering, Contractors, Change Orders, Project Estimation, Pre-construction, Subcontracting
Education
The University of Texas at Austin 1996 — 2000
Bachelors of Journalism, Journalism
Stephen F. Austin State University
Clayton Mansfield's Charles Schwab Experience 1995 - 2004
Job Appeals Officer at IRS
Industry Government Administration
Experience
IRS September 2012 - Present
Internal Revenue Service January 2005 - September 2012
DC for Democracy 2010 - 2010
Charles Schwab 1995 - 2004
Skills
IRS, Government, Tax, Data Analysis, Legal Research, Microsoft Excel, Analysis, Risk Management, Litigation, Negotiation, Legal Writing, Appeals, Legislative Relations, Public Speaking
Education
The Catholic University of America, Columbus School of Law 1982 — 1985
J.D.
Stonehill College 1978 — 1982
Bachelor of Arts (B.A.), Public Administration
IRS September 2012 - Present
Internal Revenue Service January 2005 - September 2012
DC for Democracy 2010 - 2010
Charles Schwab 1995 - 2004
Skills
IRS, Government, Tax, Data Analysis, Legal Research, Microsoft Excel, Analysis, Risk Management, Litigation, Negotiation, Legal Writing, Appeals, Legislative Relations, Public Speaking
Education
The Catholic University of America, Columbus School of Law 1982 — 1985
J.D.
Stonehill College 1978 — 1982
Bachelor of Arts (B.A.), Public Administration
Kevin Rowell's Charles Schwab Experience April 2004 - October 2005
Job Managing Director
Industry Financial Services
Experience
HighMark Capital Management, MUFG Mitsubishi UFJ 2010 - 2014
Hennessy Funds 2008 - 2010
Pioneer Investments 2005 - 2007
Charles Schwab April 2004 - October 2005
Safeco Investments 2002 - 2004
Alliance Capital Management 1998 - 2002
Putnam Investments 1987 - 1998
Skills
Alternative Investments, Investments, Mutual Funds, Asset Managment, Leadership, Series 7, Financial Services, Management, Asset Allocation, Finance, Hedge Funds, Equities, Asset Management, Investment Advisory, Wealth Management, Investment Management, Investment Strategies, Fixed Income
Education
Polytechnic of North London, London , England 1981 — 1982
Business and Communication Studies
State University of New York College at Cortland 1978 — 1982
Bachelor's Degree, Communication Studies
HighMark Capital Management, MUFG Mitsubishi UFJ 2010 - 2014
Hennessy Funds 2008 - 2010
Pioneer Investments 2005 - 2007
Charles Schwab April 2004 - October 2005
Safeco Investments 2002 - 2004
Alliance Capital Management 1998 - 2002
Putnam Investments 1987 - 1998
Skills
Alternative Investments, Investments, Mutual Funds, Asset Managment, Leadership, Series 7, Financial Services, Management, Asset Allocation, Finance, Hedge Funds, Equities, Asset Management, Investment Advisory, Wealth Management, Investment Management, Investment Strategies, Fixed Income
Education
Polytechnic of North London, London , England 1981 — 1982
Business and Communication Studies
State University of New York College at Cortland 1978 — 1982
Bachelor's Degree, Communication Studies
Bill Corcoran's Charles Schwab Experience June 2007 - August 2010
Job Business Development Officer at Schwab Advisor Services
Industry Financial Services
Experience
Charles Schwab & Co. August 2010 - Present
Charles Schwab June 2007 - August 2010
Charles Schwab January 2006 - June 2007
Education
Suffolk University 2001 — 2005
Bachlors of Science, Finance
Suffolk University - Sawyer Business School 2001 — 2005
Charles Schwab & Co. August 2010 - Present
Charles Schwab June 2007 - August 2010
Charles Schwab January 2006 - June 2007
Education
Suffolk University 2001 — 2005
Bachlors of Science, Finance
Suffolk University - Sawyer Business School 2001 — 2005
Marianna Buzzerio's Charles Schwab Experience 2007 - 2008
Job Project and Program Managment Construction, Utilities Infrastructure, IT Infrastructure, Environmental
Industry Information Technology and Services
Experience
CSAA Insurance Group 2014 - Present
AAA NCNU 2011 - 2013
Eichleay 2008 - 2011
Charles Schwab 2007 - 2008
Virgin Mobile USA 2006 - 2007
Charles Schwab 2006 - 2006
Wells Fargo 2005 - 2005
Washington Mutual Bank 2005 - 2005
Charles Schwab 1999 - 2004
The Clorox Company 1998 - 1999
Skills
Vendor Management, Project Management, Software Documentation, Process Improvement, Agile Methodologies, Project Planning, SDLC, Training, Change Management, Team Leadership, Leadership, Business Analysis, Program Management, CRM, Business Strategy, Product Management, Team Building, Strategic Planning, Risk Management, Management
Education
Stevens Institute of Technology
Bachelor of Engineering (B.E.), Chemical Engineering
CSAA Insurance Group 2014 - Present
AAA NCNU 2011 - 2013
Eichleay 2008 - 2011
Charles Schwab 2007 - 2008
Virgin Mobile USA 2006 - 2007
Charles Schwab 2006 - 2006
Wells Fargo 2005 - 2005
Washington Mutual Bank 2005 - 2005
Charles Schwab 1999 - 2004
The Clorox Company 1998 - 1999
Skills
Vendor Management, Project Management, Software Documentation, Process Improvement, Agile Methodologies, Project Planning, SDLC, Training, Change Management, Team Leadership, Leadership, Business Analysis, Program Management, CRM, Business Strategy, Product Management, Team Building, Strategic Planning, Risk Management, Management
Education
Stevens Institute of Technology
Bachelor of Engineering (B.E.), Chemical Engineering
Eric Burton's Charles Schwab Experience August 2006 - Present
Job Product Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2006 - Present
Education
Stanford University 1990 — 1994
Charles Schwab August 2006 - Present
Education
Stanford University 1990 — 1994
Meredith Fondahl's Charles Schwab Experience February 1996 - January 2003
Job Stanford Hospitals & Clinics
Industry Real Estate
Experience
Stanford Hospital & Clinics December 2009 - Present
Stanford University Medical Center January 2006 - December 2009
Charles Schwab February 1996 - January 2003
Oracle Corp February 1984 - January 1996
Skills
Construction, Facilities Management, Real Estate, Leadership, Strategic Planning, Strategy, Contract Negotiation, Negotiation, Management Consulting, Start-ups, Change Management, Contract Management, Project Planning, Project Management
Education
Stanford University 1976 — 1980
Stanford Hospital & Clinics December 2009 - Present
Stanford University Medical Center January 2006 - December 2009
Charles Schwab February 1996 - January 2003
Oracle Corp February 1984 - January 1996
Skills
Construction, Facilities Management, Real Estate, Leadership, Strategic Planning, Strategy, Contract Negotiation, Negotiation, Management Consulting, Start-ups, Change Management, Contract Management, Project Planning, Project Management
Education
Stanford University 1976 — 1980
Jonathan Greco's Charles Schwab Experience 1995 - 2000
Job Senior Vice President at Cuttone & Company, Risk Arbitrage/ Event Trading
Industry Capital Markets
Experience
cuttone & company Senior Sales TraderUBS Investment Bank2004 - 2007
Charles Schwab 1995 - 2000
Skills
Equities, Series 24, Hedge Funds, Equity Trading, Series 7, Trading, Bloomberg, Electronic Trading, Portfolio Management, Options, Securities, Fixed Income, Series 63, Alternative Investments, Financial Markets, Investments, Asset Management, Trading Systems, Derivatives, FINRA, Capital Markets
Education
State University of New York College at Oneonta 1990 — 1994
BS, Business Economics/ Finance
cuttone & company Senior Sales TraderUBS Investment Bank2004 - 2007
Charles Schwab 1995 - 2000
Skills
Equities, Series 24, Hedge Funds, Equity Trading, Series 7, Trading, Bloomberg, Electronic Trading, Portfolio Management, Options, Securities, Fixed Income, Series 63, Alternative Investments, Financial Markets, Investments, Asset Management, Trading Systems, Derivatives, FINRA, Capital Markets
Education
State University of New York College at Oneonta 1990 — 1994
BS, Business Economics/ Finance
Brendan Carney's Charles Schwab Experience May 2015 - Present
Job Sr. Relationship Manager Compliance Solutions
Industry Information Technology and Services
Experience
Charles Schwab May 2015 - Present
Richard Fleischman & Associates December 2012 - May 2015
NYSE Technologies September 2011 - December 2012
Chartis Insurance July 2009 - September 2011
Union Settlement Association February 2009 - July 2009
Bally Total Fitness September 2007 - March 2008
Skills
Account Management, Management, Project Management, Business Strategy, Negotiation
Education
Syracuse University 2002 — 2006
B.A., Economics
Charles Schwab May 2015 - Present
Richard Fleischman & Associates December 2012 - May 2015
NYSE Technologies September 2011 - December 2012
Chartis Insurance July 2009 - September 2011
Union Settlement Association February 2009 - July 2009
Bally Total Fitness September 2007 - March 2008
Skills
Account Management, Management, Project Management, Business Strategy, Negotiation
Education
Syracuse University 2002 — 2006
B.A., Economics
Andy Uffelman's Charles Schwab Experience February 1994 - Present
Job Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 1994 - Present
Education
Syracuse University 1988 — 1992
BA, Political Science
Charles Schwab February 1994 - Present
Education
Syracuse University 1988 — 1992
BA, Political Science
Vincent LaMacchia's Charles Schwab Experience 1999 - Present
Job Managing Director, Trading Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 1999 - Present
Skills
Investments, Trading, Series 7, Series 63, Securities, Mutual Funds, Equities, Financial Services, Portfolio Management, Asset Management, Wealth Management, Fixed Income, Asset Allocation, FINRA, Risk Management, Alternative Investments, Financial Planners, Financial Risk, Management, Market Data, Series 24
Education
State University of New York College at Brockport 1995 — 1999
BS, Business Management/ Marketing
Charles Schwab 1999 - Present
Skills
Investments, Trading, Series 7, Series 63, Securities, Mutual Funds, Equities, Financial Services, Portfolio Management, Asset Management, Wealth Management, Fixed Income, Asset Allocation, FINRA, Risk Management, Alternative Investments, Financial Planners, Financial Risk, Management, Market Data, Series 24
Education
State University of New York College at Brockport 1995 — 1999
BS, Business Management/ Marketing
Rudy Saint Cyr's Charles Schwab Experience April 2015 - Present
Job Sr. Manager, Supervision & Controls at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2015 - Present
Charles Schwab January 2007 - April 2015
Charles Schwab 1995 - 2008
Education
State University of New York - System 1990 — 1992
bs
suny at stony brook 1988 — 1990
suny stony brook 1988 — 1990
Walt whitman High school 1984 — 1988
Charles Schwab April 2015 - Present
Charles Schwab January 2007 - April 2015
Charles Schwab 1995 - 2008
Education
State University of New York - System 1990 — 1992
bs
suny at stony brook 1988 — 1990
suny stony brook 1988 — 1990
Walt whitman High school 1984 — 1988
Martha Nailor Whittier's Charles Schwab Experience October 1993 - May 2001
Job Owner, Golden Key Promotions
Industry Marketing and Advertising
Experience
Golden Key Promotions May 2008 - Present
Hogan & Stone September 2003 - July 2007
Charles Schwab October 1993 - May 2001
Skills
Effective Marketing and..., Creative Marketing..., Promotional Products, Corporate Gifts, Recruiting, Marketing, Brand Management, Public Speaking, Nonprofits, Customer Service, Social Networking, Advertising, Event Management, Marketing Communications, Program Management, Time Management, Marketing Strategy, Budgets, Public Relations, Business Development, Strategic Planning, Sales, Retail, Coaching, Event Planning, Negotiation, Team Building, Brand Development, Social Media, Small Business, Entrepreneurship, Management, Social Media Marketing, Online Marketing, Leadership, Fundraising, Email Marketing, Strategy, New Business Development, Market Research, Leadership Development, Integrated Marketing, Sales Management, Strategic Partnerships, Trade Shows, Online Advertising, Product Marketing, Business Planning, Training, E-commerce
Education
New York University - Leonard N. Stern School of Business 1995 — 1999
MBA, International Finance & Economics
Syracuse University 1989 — 1993
BS, HRM & Marketing
Golden Key Promotions May 2008 - Present
Hogan & Stone September 2003 - July 2007
Charles Schwab October 1993 - May 2001
Skills
Effective Marketing and..., Creative Marketing..., Promotional Products, Corporate Gifts, Recruiting, Marketing, Brand Management, Public Speaking, Nonprofits, Customer Service, Social Networking, Advertising, Event Management, Marketing Communications, Program Management, Time Management, Marketing Strategy, Budgets, Public Relations, Business Development, Strategic Planning, Sales, Retail, Coaching, Event Planning, Negotiation, Team Building, Brand Development, Social Media, Small Business, Entrepreneurship, Management, Social Media Marketing, Online Marketing, Leadership, Fundraising, Email Marketing, Strategy, New Business Development, Market Research, Leadership Development, Integrated Marketing, Sales Management, Strategic Partnerships, Trade Shows, Online Advertising, Product Marketing, Business Planning, Training, E-commerce
Education
New York University - Leonard N. Stern School of Business 1995 — 1999
MBA, International Finance & Economics
Syracuse University 1989 — 1993
BS, HRM & Marketing
Jeff Roberto CFP®,CMFC®,MBA's Charles Schwab Experience 1996 - 2002
Job Director Financial Planning R.W. Roge' & Company
Industry Financial Services
Experience
R.W.Roge Co. Inc. March 2002 - Present
Charles Schwab 1996 - 2002
Skills
Mutual Funds, Equities, Customer Service, Business Development, Financial Services, Asset Management, Investments, Relationship Management, Account Management, Strategic Financial..., Financial Analysis, Strategic Planning, Sales Management, Project Management, Series 7, Retirement Planning, Series 63, Budgets, Asset Allocation, Portfolio Management, Investment Advisory, Investment Strategies, Wealth Management, Alternative Investments
Education
SUNY Cortland
Dowling College Oakdale NY
Hendrick Hudson High school
R.W.Roge Co. Inc. March 2002 - Present
Charles Schwab 1996 - 2002
Skills
Mutual Funds, Equities, Customer Service, Business Development, Financial Services, Asset Management, Investments, Relationship Management, Account Management, Strategic Financial..., Financial Analysis, Strategic Planning, Sales Management, Project Management, Series 7, Retirement Planning, Series 63, Budgets, Asset Allocation, Portfolio Management, Investment Advisory, Investment Strategies, Wealth Management, Alternative Investments
Education
SUNY Cortland
Dowling College Oakdale NY
Hendrick Hudson High school
Bob Patelunas's Charles Schwab Experience 2007 - Present
Job VP at Charles Schwab
Industry Investment Management
Experience
Charles Schwab 2007 - Present
Wells Fargo 2006 - 2007
Amtrak 2003 - 2006
Rydex 2002 - 2002
Freddie Mac 1987 - 2001
MCI 1983 - 1987
Education
State University of New York at Buffalo - School of Management
MBA
University of Notre Dame
BS
Charles Schwab 2007 - Present
Wells Fargo 2006 - 2007
Amtrak 2003 - 2006
Rydex 2002 - 2002
Freddie Mac 1987 - 2001
MCI 1983 - 1987
Education
State University of New York at Buffalo - School of Management
MBA
University of Notre Dame
BS
Brian Makoff's Charles Schwab Experience 2004 - Present
Job rep at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2004 - Present
Education
Stetson University
mba
Charles Schwab 2004 - Present
Education
Stetson University
mba
Richard Karl's Charles Schwab Experience July 2008 - December 2008
Job Information Technology Professional
Industry Information Technology and Services
Experience
Alameda County Information Technology Department July 2013 - Present
California Employment Development Department February 2011 - March 2013
Wells Fargo June 2009 - December 2010
Charles Schwab July 2008 - December 2008
Wells Fargo July 2007 - July 2008
Charles Schwab July 2006 - July 2007
Wells Fargo July 2005 - July 2006
Charles Schwab February 1991 - July 2005
Education
Suffolk University
B.S., Business Administration
Alameda County Information Technology Department July 2013 - Present
California Employment Development Department February 2011 - March 2013
Wells Fargo June 2009 - December 2010
Charles Schwab July 2008 - December 2008
Wells Fargo July 2007 - July 2008
Charles Schwab July 2006 - July 2007
Wells Fargo July 2005 - July 2006
Charles Schwab February 1991 - July 2005
Education
Suffolk University
B.S., Business Administration
Adam Tindle, CFA's Charles Schwab Experience 2011 - 2014
Job Equity Research Associate at Raymond James
Industry Investment Management
Experience
Raymond James 2014 - Present
Charles Schwab 2011 - 2014
Charles Schwab 2007 - 2011
KCM Asset Management 2006 - 2007
Roland George Investments Program 2006 - 2007
Education
Stetson University 2003 — 2007
BBA, Finance, Cum Laude
Raymond James 2014 - Present
Charles Schwab 2011 - 2014
Charles Schwab 2007 - 2011
KCM Asset Management 2006 - 2007
Roland George Investments Program 2006 - 2007
Education
Stetson University 2003 — 2007
BBA, Finance, Cum Laude
Gretchen Jewell's Charles Schwab Experience March 2007 - July 2009
Job Senior Analyst at ExxonMobil
Industry Oil & Energy
Experience
ExxonMobil June 2010 - Present
H&M Events Management July 2009 - February 2013
Charles Schwab March 2007 - July 2009
KCM Asset Management May 2005 - March 2007
Skills
Financial Analysis, Financial Modeling, Investments, Strategic Financial..., Finance, Series 7, Process Improvement, Series 63, Financial Reporting, Corporate Finance, Forecasting, Accounting, Data Analysis, Microsoft Excel, Budgets, Retirement Planning, Business Analysis, 401k, Cross-functional Team..., Strategic Planning, Project Management, Leadership, Microsoft Office, Business Strategy, Program Management, Operations Management, Internal Audit, Business Development, Access, Analysis, Analytics, Auditing, Asset Management, Banking, Bloomberg, Business Planning, Cash Flow, Competitive Analysis, Credit, Due Diligence, Equities, Equity Research, Financial Planning, Management, Market Research, Mergers, Portfolio Management, Private Equity, Risk Management, Strategy
Education
University of Florida 2009 — 2010
MBA, Marketing, Competive Strategy, Finance
Stetson University 2002 — 2006
BBA, Finance
ExxonMobil June 2010 - Present
H&M Events Management July 2009 - February 2013
Charles Schwab March 2007 - July 2009
KCM Asset Management May 2005 - March 2007
Skills
Financial Analysis, Financial Modeling, Investments, Strategic Financial..., Finance, Series 7, Process Improvement, Series 63, Financial Reporting, Corporate Finance, Forecasting, Accounting, Data Analysis, Microsoft Excel, Budgets, Retirement Planning, Business Analysis, 401k, Cross-functional Team..., Strategic Planning, Project Management, Leadership, Microsoft Office, Business Strategy, Program Management, Operations Management, Internal Audit, Business Development, Access, Analysis, Analytics, Auditing, Asset Management, Banking, Bloomberg, Business Planning, Cash Flow, Competitive Analysis, Credit, Due Diligence, Equities, Equity Research, Financial Planning, Management, Market Research, Mergers, Portfolio Management, Private Equity, Risk Management, Strategy
Education
University of Florida 2009 — 2010
MBA, Marketing, Competive Strategy, Finance
Stetson University 2002 — 2006
BBA, Finance
Chad Warrick's Charles Schwab Experience 1999 - 2005
Job Partner, Advisor & CIO
Industry Financial Services
Experience
Summit Wealth Partners October 2005 - Present
Charles Schwab 1999 - 2005
Skills
Investment Advisory, Retirement Planning, Portfolio Management, Investments, Asset Managment, Equities, Wealth Management, Strategic Financial..., Financial Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Risk Management, Mutual Funds, Change Management, Asset Allocation, Business Strategy, Strategic Planning, College Education..., Asset Management, Financial Planning, Wealth, Retirement
Education
Stetson University
Bachelor of Business Administration (B.B.A.), Finance
HML
Summit Wealth Partners October 2005 - Present
Charles Schwab 1999 - 2005
Skills
Investment Advisory, Retirement Planning, Portfolio Management, Investments, Asset Managment, Equities, Wealth Management, Strategic Financial..., Financial Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Risk Management, Mutual Funds, Change Management, Asset Allocation, Business Strategy, Strategic Planning, College Education..., Asset Management, Financial Planning, Wealth, Retirement
Education
Stetson University
Bachelor of Business Administration (B.B.A.), Finance
HML
Mallory Sekel's Charles Schwab Experience July 2015 - Present
Job Relationship Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2015 - Present
Stetson University August 2014 - May 2015
St. James Cathedral September 2012 - June 2014
Stetson University September 2010 - May 2014
Skills
Singing, Piano, Music Theory, Public Speaking, Event Planning, Microsoft Office, Music, Research, Social Media, Microsoft Word
Education
Stetson University 2014 — 2015
Master of Business Administration (M.B.A.)
Stetson University 2010 — 2014
Bachelor of Music, Voice with an Outside Field of Business, Cum Laude
Coral Reef High School
Charles Schwab July 2015 - Present
Stetson University August 2014 - May 2015
St. James Cathedral September 2012 - June 2014
Stetson University September 2010 - May 2014
Skills
Singing, Piano, Music Theory, Public Speaking, Event Planning, Microsoft Office, Music, Research, Social Media, Microsoft Word
Education
Stetson University 2014 — 2015
Master of Business Administration (M.B.A.)
Stetson University 2010 — 2014
Bachelor of Music, Voice with an Outside Field of Business, Cum Laude
Coral Reef High School
Chris Vadner's Charles Schwab Experience January 2013 - Present
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2013 - Present
TD Ameritrade December 2011 - December 2012
OppenheimerFunds October 2010 - December 2011
Fidelity Investments August 2004 - February 2010
Skills
Investments, Strategic Financial..., Finance, Series 7, Series 63, Mutual Funds, Asset Allocation, Wealth Management, Fixed Income, Uniform Combined State..., Retirement Planning, Retirement
Education
Thunderbird School of Global Management 2010 — 2011
Master of Business Administration (MBA), International Management
Stephen F. Austin State University 2000 — 2004
BBA, Finance
Charles Schwab January 2013 - Present
TD Ameritrade December 2011 - December 2012
OppenheimerFunds October 2010 - December 2011
Fidelity Investments August 2004 - February 2010
Skills
Investments, Strategic Financial..., Finance, Series 7, Series 63, Mutual Funds, Asset Allocation, Wealth Management, Fixed Income, Uniform Combined State..., Retirement Planning, Retirement
Education
Thunderbird School of Global Management 2010 — 2011
Master of Business Administration (MBA), International Management
Stephen F. Austin State University 2000 — 2004
BBA, Finance
Jay Souder's Charles Schwab Experience January 1996 - Present
Job Managing Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 1996 - Present
Education
Stanford University 1974 — 1978
BA, Economics
Charles Schwab January 1996 - Present
Education
Stanford University 1974 — 1978
BA, Economics
Keith K. Grissom's Charles Schwab Experience May 2000 - August 2000
Job Attorney at Greensfelder, Hemker & Gale, P.C.
Industry Law Practice
Experience
Greensfelder, Hemker & Gale, P.C. August 2015 - Present
Weiss Attorneys at Law July 2012 - August 2015
Whaley Realty, Inc. August 2005 - June 2012
Massachusetts Securities Division December 2003 - May 2004
Missouri State Public Defender System May 2003 - August 2003
Coin Acceptors June 2001 - August 2001
Charles Schwab May 2000 - August 2000
Skills
Tax Law, Corporate Law, Estate Planning, Real Estate Transactions, Partnerships, Finance, Small Business, Motions, Strategic Planning, Legal Research, Real Estate
Education
Washington University in St. Louis School of Law 2010 — 2012
LL.M. Taxation
Suffolk University Law School 2002 — 2005
J.D.
University of Central Missouri 1999 — 2002
Bachelors of Science, Business Administration
Greensfelder, Hemker & Gale, P.C. August 2015 - Present
Weiss Attorneys at Law July 2012 - August 2015
Whaley Realty, Inc. August 2005 - June 2012
Massachusetts Securities Division December 2003 - May 2004
Missouri State Public Defender System May 2003 - August 2003
Coin Acceptors June 2001 - August 2001
Charles Schwab May 2000 - August 2000
Skills
Tax Law, Corporate Law, Estate Planning, Real Estate Transactions, Partnerships, Finance, Small Business, Motions, Strategic Planning, Legal Research, Real Estate
Education
Washington University in St. Louis School of Law 2010 — 2012
LL.M. Taxation
Suffolk University Law School 2002 — 2005
J.D.
University of Central Missouri 1999 — 2002
Bachelors of Science, Business Administration
Jessica Leung's Charles Schwab Experience March 2013 - March 2014
Job Software Engineer
Industry Computer Software
Experience
Rocket Fuel Inc. March 2014 - Present
Charles Schwab March 2013 - March 2014
LBi Software May 2012 - February 2013
Skills
Ruby on Rails, Node, JavaScript, REST, Java, MySQL, MongoDB, Backbone.js, Git, SQL, Spring, Android, HTML, CSS, Vertica, Java Enterprise Edition
Education
State University of New York at Stony Brook 2007 — 2012
Bachelor of Science (BS), Computer Science
Rocket Fuel Inc. March 2014 - Present
Charles Schwab March 2013 - March 2014
LBi Software May 2012 - February 2013
Skills
Ruby on Rails, Node, JavaScript, REST, Java, MySQL, MongoDB, Backbone.js, Git, SQL, Spring, Android, HTML, CSS, Vertica, Java Enterprise Edition
Education
State University of New York at Stony Brook 2007 — 2012
Bachelor of Science (BS), Computer Science
Liam Clocksin's Charles Schwab Experience 2005 - June 2012
Job Brokerage Services/Trading Liaison
Industry Financial Services
Experience
Wells Fargo May 2013 - Present
Wells Fargo May 2013 - Present
Charles Schwab 2005 - June 2012
Charles Schwab 1999 - 2006
Charles Schwab 1998 - 1999
Charles Schwab 1996 - 1998
Skills
Series 7, Series 9, Series 10, Series 55, Series 63, Dispute Resolution, Negotiation, Customer Service, Problem Solving, Team Leadership, Organized Multi-tasker, Financial Markets, Technical Support
Education
SUNY Brockport
Wells Fargo May 2013 - Present
Wells Fargo May 2013 - Present
Charles Schwab 2005 - June 2012
Charles Schwab 1999 - 2006
Charles Schwab 1998 - 1999
Charles Schwab 1996 - 1998
Skills
Series 7, Series 9, Series 10, Series 55, Series 63, Dispute Resolution, Negotiation, Customer Service, Problem Solving, Team Leadership, Organized Multi-tasker, Financial Markets, Technical Support
Education
SUNY Brockport
Le My's Charles Schwab Experience May 2004 - November 2005
Job CEO/Founder at Starfish Enterprise, LLC
Industry Venture Capital & Private Equity
Experience
Starfish Enterprise, LLC November 2005 - Present
DeVry University 2014 - 2014
Wellex Corporation October 2013 - December 2013
Charles Schwab May 2004 - November 2005
3PAR March 2001 - April 2004
Turbolinux May 2000 - April 2001
Sun Microsystems May 1994 - May 2000
Sun Microsystems, Inc May 1994 - April 1998
Oracle January 1993 - May 1994
IBM August 1988 - April 1992
Skills
Performance Engineering, IT Strategy, Data Center Architecture, Data Center, Oracle, SAN, NAS, Start-ups, VoIP, Store Management, Storage Area Networks, Network Administration, Wireless Networking, Unix, Linux, Embedded Linux, Relational Databases, Linux Kernel, Kernel Drivers, System Administration, Storage, Enterprise Software, Integration, Solaris, Cloud Computing, System Architecture, Servers, High Availability, Cluster, VMware, SaaS, Virtualization, Databases, Distributed Systems, Go-to-market Strategy, Operating Systems, C, Shell Scripting, Storage Architecture, Security, Perl, TCP/IP, Architectures, Hardware, Disaster Recovery, Hadoop, Technical Leadership, Performance Tuning, Software Engineering, HP
Education
Stanford and Texas Tech 1987 — 1990
Ph.D. Program; IBM's Resident Study ProgramM.S, Robotics; Industrial Engineering; Industrial and System Engineering
Texas Tech University 1983 — 1986
PhD ABD, Industrial Engineering, Robotics
Stanford University 1980 — 1982
Graduate Classes for PhD program, Industrial Engineering, Operations Research
Ohio State University 1977 — 1979
Master of Science (M.S.I.S.E), Industrial and Systems Engineering, 3.77/4.99
The Ohio State University 1977 — 1979
MS ISE, Industrial & Systems Engineering
Texas Tech University 1974 — 1977
BSIE, Industrial Engineering, Manufacturing
Lasan Taberd 1966 — 1967
Baccalaureate II, 6th Grade
Starfish Enterprise, LLC November 2005 - Present
DeVry University 2014 - 2014
Wellex Corporation October 2013 - December 2013
Charles Schwab May 2004 - November 2005
3PAR March 2001 - April 2004
Turbolinux May 2000 - April 2001
Sun Microsystems May 1994 - May 2000
Sun Microsystems, Inc May 1994 - April 1998
Oracle January 1993 - May 1994
IBM August 1988 - April 1992
Skills
Performance Engineering, IT Strategy, Data Center Architecture, Data Center, Oracle, SAN, NAS, Start-ups, VoIP, Store Management, Storage Area Networks, Network Administration, Wireless Networking, Unix, Linux, Embedded Linux, Relational Databases, Linux Kernel, Kernel Drivers, System Administration, Storage, Enterprise Software, Integration, Solaris, Cloud Computing, System Architecture, Servers, High Availability, Cluster, VMware, SaaS, Virtualization, Databases, Distributed Systems, Go-to-market Strategy, Operating Systems, C, Shell Scripting, Storage Architecture, Security, Perl, TCP/IP, Architectures, Hardware, Disaster Recovery, Hadoop, Technical Leadership, Performance Tuning, Software Engineering, HP
Education
Stanford and Texas Tech 1987 — 1990
Ph.D. Program; IBM's Resident Study ProgramM.S, Robotics; Industrial Engineering; Industrial and System Engineering
Texas Tech University 1983 — 1986
PhD ABD, Industrial Engineering, Robotics
Stanford University 1980 — 1982
Graduate Classes for PhD program, Industrial Engineering, Operations Research
Ohio State University 1977 — 1979
Master of Science (M.S.I.S.E), Industrial and Systems Engineering, 3.77/4.99
The Ohio State University 1977 — 1979
MS ISE, Industrial & Systems Engineering
Texas Tech University 1974 — 1977
BSIE, Industrial Engineering, Manufacturing
Lasan Taberd 1966 — 1967
Baccalaureate II, 6th Grade
Erika Buck's Charles Schwab Experience March 2015 - Present
Job at
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
Charles Schwab March 2008 - Present
Morgan Stanley May 2007 - August 2007
Skills
Leadership, Risk Management, Finance
Education
State University of New York College at Fredonia 2004 — 2007
Bachelor of Science (B.S.), Finance, General, 3.6
Charles Schwab March 2015 - Present
Charles Schwab March 2008 - Present
Morgan Stanley May 2007 - August 2007
Skills
Leadership, Risk Management, Finance
Education
State University of New York College at Fredonia 2004 — 2007
Bachelor of Science (B.S.), Finance, General, 3.6
BRIAN ACARD's Charles Schwab Experience February 2013 - April 2014
Job Financial Advisor at NWK Group
Industry Financial Services
Experience
NWK Group April 2014 - Present
Charles Schwab February 2013 - April 2014
Charles Schwab June 2009 - February 2013
Skills
Series 7, Series 63, Retirement Planning, Wealth Management, Mutual Funds, Asset Allocation, Investments, Retirement, Investment Advisory, Securities, Investment Strategies, Portfolio Management, Strategic Financial..., Uniform Combined State..., Financial Services, Equities, Asset Management, Fixed Income, Financial Advisory, FINRA
Education
State University of New York College at Oswego
Bachelor's degree, Business Administration and Management, General
NWK Group April 2014 - Present
Charles Schwab February 2013 - April 2014
Charles Schwab June 2009 - February 2013
Skills
Series 7, Series 63, Retirement Planning, Wealth Management, Mutual Funds, Asset Allocation, Investments, Retirement, Investment Advisory, Securities, Investment Strategies, Portfolio Management, Strategic Financial..., Uniform Combined State..., Financial Services, Equities, Asset Management, Fixed Income, Financial Advisory, FINRA
Education
State University of New York College at Oswego
Bachelor's degree, Business Administration and Management, General
Susan Lotwin's Charles Schwab Experience May 2000 - May 2001
Job CEO, Lotwin Business Consulting
Industry Management Consulting
Experience
Self-employed June 2009 - Present
Countrywide November 2005 - December 2006
Transamerica Retirement Services May 2001 - November 2005
Charles Schwab May 2000 - May 2001
PricewaterhouseCoopers, LLC August 1992 - May 2000
Skills
Management Consulting, Business Strategy, Strategy, Change Management, Entrepreneurship, Strategic Planning, Business Development, Business Planning, Business Analysis, Program Management, Start-ups
Education
Stanford Graduate School of Business 1995 — 1997
Master of Business Administration (MBA), Business Administration and Management, General
M.I.T. 1988 — 1992
BS, Economics
Self-employed June 2009 - Present
Countrywide November 2005 - December 2006
Transamerica Retirement Services May 2001 - November 2005
Charles Schwab May 2000 - May 2001
PricewaterhouseCoopers, LLC August 1992 - May 2000
Skills
Management Consulting, Business Strategy, Strategy, Change Management, Entrepreneurship, Strategic Planning, Business Development, Business Planning, Business Analysis, Program Management, Start-ups
Education
Stanford Graduate School of Business 1995 — 1997
Master of Business Administration (MBA), Business Administration and Management, General
M.I.T. 1988 — 1992
BS, Economics
Brian Connors's Charles Schwab Experience April 2004 - December 2008
Job Fixed Income Specialist at First Empire Securities, Inc
Industry Financial Services
Experience
First Empire Securities, Inc January 2009 - Present
Charles Schwab April 2004 - December 2008
Dreyfus January 1992 - December 2004
Skills
Sales Management, Sales, Team Building, Leadership, Asset Management, Banking, Equities, Financial Analysis, Relationship Management
Education
State University of New York College at Oneonta 1981 — 1985
Bachelor's degree, Business/Economics
First Empire Securities, Inc January 2009 - Present
Charles Schwab April 2004 - December 2008
Dreyfus January 1992 - December 2004
Skills
Sales Management, Sales, Team Building, Leadership, Asset Management, Banking, Equities, Financial Analysis, Relationship Management
Education
State University of New York College at Oneonta 1981 — 1985
Bachelor's degree, Business/Economics
Melissa (Massey) Vines's Charles Schwab Experience 2000 - 2002
Job Business Development Manager at TherapeuticsMD
Industry Pharmaceuticals
Experience
TherapeuticsMD 2011 - 2015
First Texas Honda 2010 - 2010
Charles Schwab 2000 - 2002
Skills
Management, Pharmaceutical Industry, Sales Management, Product Launch, Pharmaceutical Sales, Sales, Biotechnology, Healthcare, Medical Devices, New Business Development
Education
Stephen F. Austin State University
Bachelor's degree, Finance, General
TherapeuticsMD 2011 - 2015
First Texas Honda 2010 - 2010
Charles Schwab 2000 - 2002
Skills
Management, Pharmaceutical Industry, Sales Management, Product Launch, Pharmaceutical Sales, Sales, Biotechnology, Healthcare, Medical Devices, New Business Development
Education
Stephen F. Austin State University
Bachelor's degree, Finance, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank